New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Signature Estate & Investment Advisors, LLC September 2015 - Present
Signature Estate & Investment Advisors, LLC October 2014 - September 2015
Wells Fargo August 2014 - October 2014
Bally Auction March 2013 - July 2014
New York Life Insurance Company November 2012 - February 2013
L.J. Altfest & Co May 2010 - February 2011
Shenyin & Wanguo Securities Co. Ltd. July 2004 - August 2009
Skills
Valuation, Portfolio Management, Investments, Bloomberg Terminal, Mutual Funds, Analysis, Wealth Management, Financial Modeling, Financial Analysis, Trading, Bloomberg, Fixed Income, Equities, Corporate Finance, Forecasting
Education
Pace University - Lubin School of Business 2009 — 2012
Master of Science (MS), Investment Management, 3.98/4.0
Shanghai University of Finance and Economics 2000 — 2004
Bechalor of Management, International Accounting(ACCA)
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company May 2007 - December 2010
New York Life Insurance Company March 2006 - May 2007
New York Life Insurance Company December 2001 - March 2006
Federal Reserve Bank Of New York November 1992 - December 2000
Skills
Student Financial Aid, Retirement, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Finance, Banking, Disability Insurance, Strategic Financial..., IRAs, Term Life Insurance, Securities, Long Term Care Insurance, Financial Services, Estate Planning, Financial Advisory, Investments, Strategic Planning, Long-term Care, Small Business, Mutual Funds, Portfolio Management, 401k, Wealth Management, Series 6, FINRA, Financial Planners, Series 63, Financial Planning
Education
Pace University - Lubin School of Business 1995 — 1999
BA in Business Administration, Finance/Economics
UTECH 1984 — 1987
Diploma in Education, Building Construction Technology
St. Jago High 1976 — 1981
Sabre Corporation June 2015 - Present
New York Life Insurance Company October 2014 - June 2015
Verizon Wireless May 2012 - September 2014
Infosys Technologies Ltd September 2003 - April 2012
Skills
Business Objects, PMO, SQL, CA Clarity 12.1, XOG, Portlets, Gel scripting, NSQL, Oracle 10g, odum, Jasper Reports, Integration
Education
Osmania University
BE, Mechanical
The Coca-Cola Company April 2013 - Present
New York Life Insurance Company April 2012 - September 2012
Six States Distributors September 2001 - April 2012
Blockbuster August 1999 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Customer Service, Financial Analysis, Sales Management, Inventory Management, Life Insurance, Team Building, Management, Sales
Education
Oregon State University 1995 — 1999
Bachelor of Science (B.S.), Marketing
WGSN January 2014 - Present
appFigures September 2012 - April 2013
RTI International June 2011 - July 2012
Andiamo Partners January 2010 - February 2011
Pace University January 2008 - December 2009
New York Life Insurance Company May 2009 - August 2009
Skills
Stata, Java, MySQL, JavaScript, PHP, Economic Research, Econometric Modeling, C#, Web Development, HTML, Programming, Visio, Web Applications, Data Analysis, C++, jQuery, CSS
Education
Pace University 2007 — 2011
BS/BA, Computer Science, Economics
RED Warrior Nation November 2013 - Present
Shapes Fitness for Women December 2013 - Present
The Wellness Company of Dunedin January 1996 - Present
Zumba Fitness LLC May 2003 - December 2013
Independent Contractor 1991 - 1995
Independent Contractor 1990 - 1991
Independent Contractor 1987 - 1989
Self-Employed 1985 - 1986
New York Life Insurance Company 1985 - 1986
Various 1982 - 1985
Skills
Fitness, Coaching, Training, Zumba, Fitness Training, Nutrition, Wellness Coaching, Wellness, Personal Training, Wellbeing, Strength Training, Event Management, Weight Training, Public Speaking, Chronic Illness, Sales, Lifestyle, Social Media, Pilates, Toning, Choreography, Event Planning, Sports Nutrition, Yoga, Nutritional Counseling, Weight, Stress Management, Chair Massage, Holistic Health, Social Networking, Weight Loss Coaching, Healing, Lifestyle Coaching, Supplements, Cardio, Functional Training, Operant Conditioning, Weight Management, Home Based Business, Circuit Training, Nutrition Education, Stretching, Endurance, Exercise Physiology, Core Strength, Meditation, Corporations, Therapeutic Massage, Reiki, Employee Wellness
Education
American Academy of Nutrition 1998 — 2000
Nutrition Sciences, A
Otterbein University 1980 — 1982
Musical Theatre
Stoneleigh Burnham School of Performing Arts 1978 — 1980
Musical Theatre, A
BRB Design Inc. (Architecture / Construction) 2005 - Present
Kuchipudi Dance Academy November 1996 - Present
New York Life Insurance Company 1994 - 1999
Skills
Indian Classical Dance, Yoga, AutoCAD, Foreign Languages, Dance, Teaching, Public Speaking, Theatre, Non-profits, Event Planning, Acting, Fundraising, Social Media, Event Management, Customer Service, Nonprofits, Community Outreach, Editing
Education
Intuitive Flow Sanctuary for Yoga and Healing 2012 — 2012
200RYT, Yoga Teacher Training/Yoga Therapy
Kuchipudi 1979 — 1990
Associate's degree, Sanskrit and Classical Indian Languages, Literatures, and Linguistics
Osmania University 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting and Finance
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company September 2012 - February 2015
New York Life Insurance Company September 2008 - September 2012
New York Life Insurance Company September 2004 - September 2008
Skills
Recruiting, Training, Financial Recruiting, Financial Services, College Recruiting, Leadership, Insurance, Business Development, IRAs Rollovers
Education
Pace University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Dialstar Marketing 2012 - Present
Right Financial Advisor December 2014 - Present
Zip Creative, Inc. February 2014 - Present
New York Life Insurance Company 2009 - 2012
New York Life Insurance Company 2005 - 2009
New York Life Insurance Company 2002 - 2005
New York Life Insurance Company 2000 - 2002
New York Life Insurance Company 1993 - 2000
Skills
Marketing Communications, Marketing Strategy, Strategic Communications, Integrated Marketing, Financial Services, Print Collateral, Internal Communications, Video Production, Marketing..., Cross-functional Team..., Tactical Communications, Change Management, Vendor Management, Brand Management, Multimedia, Project Management, Cross Media Marketing, Marketing Management, Webinar Development, Problem Solving, Print Production Process, Management, Creative Direction, Email Marketing, Marketing, Collateral, New Business Development, Budgets, Corporate Communications, Business Development, Strategy, Social Media, E-commerce, Digital Marketing, Advertising, Direct Marketing, Social Media Marketing, Corporate Branding, Multi-channel Marketing, Brand Development, Leadership, Copywriting, Online Marketing, Sales, Brand Awareness, Market Planning, Lead Generation, Direct Mail, Strategic Partnerships, Digital Strategy
Education
Pace University - Lubin School of Business
MBA, Management Science, 3.7
State University of New York at Old Westbury
BS, Dual Major: Marketing and Management, 3.69
AIG Financial Network "Where commitments made are commitments kept." October 2011 - Present
New York Life Insurance Company September 2010 - October 2011
ProQuest August 1982 - March 2009
Skills
Health Insurance, Insurance, Term Life Insurance, Annuities, Long Term Care, Employee Benefits, Retirement, Accident, Health, Business Planning, Customer Relations, Sales Management, Customer Service, Strategic Planning, Disability Insurance, Product Development, Market Research, Direct Marketing, Problem Solving, Cold Calling, Financial Planning, Advertising, Microsoft Office, Marketing, Account Management, Event Planning, Non-profits, Critical Illness, Investments, IRAs, Sales Presentations, Whole Life, Forecasting, Life Insurance, Finance, Fixed Annuities, Long Term Care Insurance, Salesforce.com, Executive Management, Financial Services
Education
Pace University
TRANSATLANTIC REINSURANCE COMPANY April 2014 - Present
AIG April 2012 - April 2014
New York Life Insurance Company May 2010 - April 2012
Goldman Sachs May 2008 - May 2010
Citi May 2006 - May 2008
Skills
Account Reconciliation, Financial Reporting, Financial Analysis, Accounting, General Ledger, GAAP, Financial Accounting, Valuation, Variance Analysis, Financial Statements, Analysis, Cash Flow, Microsoft Excel, Journal Entries, US GAAP, Financial Audits, Spreadsheets, Asset Management, SAP, Excel, Bloomberg, Reconciliations, Accountants, General Ledger..., Reconciliation, SEC reporting, Pivot Tables, FASB, Financial Variance..., Month End Close, Bonds, Stocks, Investments, Investment Management, Property & Casualty..., Statutory Accounting, Year-end Close, Insurance, PAM for Securities, MicroStrategy Reporting, SEC Filings
Education
Pace University 2005 — 2010
Bachelor's Degree, Double Major: Accounting & Entrepreneurship
Willis North America Inc March 2014 - Present
Willis North America Inc June 2013 - Present
Bond New York February 2010 - March 2015
New York Life Insurance Company 1979 - March 2010
New York Life Insurance Company April 2006 - April 2009
New York Life Insurance Company April 1999 - March 2006
New York Life Insurance Company April 1992 - March 1999
Skills
Contract Negotiation, Property Management, Purchasing, Contract Management, Microsoft Excel, Leases, Rentals, Strategic Sourcing, Real Estate, Real Estate Transactions, Customer Service, Sales, Budgets
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Business Administration, Management and Operations
Salesian High School
St. John's University, New York
Bachelor's degree, Psychology
New York Life Insurance Company 2011 - July 2012
New York Life Insurance Company 2007 - 2011
New York Life Insurance Company 2000 - 2006
New York Life Insurance Company 1995 - 2000
Skills
SAP, Disaster Recovery, Databases, Project Management, Program Management, PMO, Project Planning, Management, Resource Management, Unix, Lotus Notes, SQL, Access, SharePoint, SAP ERP, ABAP, MS Project, BMC Remedy, Microsoft Office, Project Portfolio..., SDLC, Cross-functional Team..., Software Development, Corporate Applications, Ariba Procure-to-Pay, Applications..., Spanish, General Ledger, RFP, Accounts Payable, Employee Engagement, Cost Allocation, Oracle, ERP, Technical Liaison, project server, Confluence, Capacity Planning
Education
Pace University
Master of Business Administration (M.B.A.), Management Information Systems
Pace University
Bachelor of Science (B.S.), Computer Science
ALL VOICE COMMUNICATIONS/STERICYCLE July 2006 - April 2012
NotifyMD 2006 - 2012
Weight Loss for Wellness January 2006 - August 2006
New York Life Insurance Company August 2004 - December 2004
Education
Pace University 2012 — 2012
LCC Teach at PACE University, TESOL, TESOL Certified
SUNY Cortland 2000 — 2004
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Lexicon Relocation March 2013 - Present
Lexicon Relocation May 2011 - Present
New York Life Insurance Company July 2009 - January 2010
Primerica Financial Services December 2007 - July 2009
Prudential Real Estate & Relocation Services January 2004 - October 2007
Prudential Real Estate & Relocation Services December 1999 - January 2004
Prudential Real Estate & Relocation Services June 1985 - December 1999
Skills
CRM, Account Management, Process Improvement, Management, Operations Management, Strategic Planning, Business Development, Budgets, Customer Service, Leadership, Relocation, Employee Benefits, Financial Analysis, Corporate Relocation, Global Mobility, Expatriate Management, Real Estate, Vendor Management, Contract Negotiation, Team Building, Insurance, Selling, Finance, Performance Management, Training, Negotiation, Consulting, Sales, Human Resources, Accounting, Financial Services, Employee Relations, Customer Satisfaction, Recruiting, Coaching, New Business Development, Change Management, Program Management, Team Leadership, Marketing, Management Consulting, Sales Management, Project Planning, Strategy, Business Process..., Executive Management
Education
Pace University
MBA, Finance
Pace University
BBA, Accounting
Citigroup April 2010 - Present
Broadridge Financial Services August 2008 - April 2010
UBS Investment Bank May 2006 - May 2008
HSBC Securities September 2000 - May 2006
ING Barings March 1999 - September 2000
New York Life Insurance Company 1996 - 1999
Credit lyonnais 1994 - 1996
Skills
Financial Risk, Fixed Income, Equities, AML, Securities, Auditing, FINRA, Derivatives, Capital Markets, Financial Services, Credit Risk, Hedge Funds, Operational Risk..., Operational Risk, Investment Banking, Finance, Anti Money Laundering
Education
Pace University - Lubin School of Business 2004 — 2006
MBA, Finance
Saint John's University
BS, Accounting
Brentwood High School 1986 — 1988
General
New York Life Insurance Company August 2009 - Present
Principal Financial Group November 2007 - December 2009
UBS Wealth Management August 2005 - October 2007
Skills
Disability Insurance, Estate Planning, Personal Finance, Fixed Annuities, Retirement Planning, Long-term Care, Term Life Insurance, Wealth Management, Mutual Funds, Insurance, Financial Services, Education Funding..., LGBT Planning
Education
The American College 2011 — 2012
Life Underwriting Training Council Fellow
Oregon State University 1984 — 1989
New York Life Insurance Company June 2013 - Present
Skills
PMP, CMMI, Full project lifecycle..., Business Analysis, Quality Management, Master Data Management, Large Systems..., Data Quality, Project Management, Project Delivery, Vendor Management, Team Leadership, SDLC, Requirements Analysis, Risk Management, Team Building, Managing Project Budgets, Program Management, Solution Architecture, SOA, MS Project, DB2, Outsourcing, Visio, Integration, Project Portfolio..., Business Requirements, Requirements Gathering, Systems Analysis, Software Project..., IT Strategy, Enterprise Architecture, Resource Management, Business Process..., IT Management, User Acceptance Testing, Governance, Agile Project Management, Business Process Design, PMO, Waterfall, Data Warehousing, Management, Project Governance, Microsoft Project
Education
Pace University
Master of Science (MS), Management Information Systems, General
Dynamis, Inc. April 2015 - Present
Charming Charlie October 2013 - May 2015
New York Life Insurance Company February 2014 - December 2014
Pace University March 2013 - August 2013
Georges Malaika Foundation February 2013 - May 2013
Skills
Leadership, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Sales, Social Networking, French, Event Planning, Facebook, Teamwork, Blogging, Proficient Typing Skills, Data Entry, Critical Thinking
Education
Pace University 2014 — 2016
Master’s Degree, Management for Public Safety and Homeland Security
Pace University 2011 — 2014
Bachelor of Arts (B.A.), Political Science; Peace & Justice Studies; French, Senior
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Skills
Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Series 63, Securities, 401k, Retirement, Strategic Financial..., Estate Planning, Long-term Care, Asset Allocation, IRAs, Financial Advisory, Investments, Financial Services, Series 6, Lifetime Income..., Agent Development, Mentoring, Training Delivery, Life Insurance..., IRA Rollovers, Sales Rep Training, Agent Coaching, Leadership Development, Leadership, Workshop Facilitation, Event Marketing Strategy, Team Motivator, Training & Development
Education
Pace University
Bachelor of Applied Science (B.A.Sc.), Marketing
New York Life Insurance Company March 2015 - Present
Deutsche Bank July 2014 - October 2014
Hudson City Savings Bank February 2014 - June 2014
KPMG July 2010 - December 2013
Fox TV March 2010 - June 2010
IBM December 2008 - March 2010
KPMG August 2008 - November 2008
Johnson & Johnson July 2007 - July 2008
i3 July 2006 - July 2007
AT&T 2005 - 2006
Skills
VMware, Netbackup, Disaster Recovery, Cluster, Active Directory, System Administration, Windows Server, VMware ESX, vSphere, VMware Infrastructure, Operating Systems, Linux, Project Management, Oracle, Solaris, IIS, HP Proliant, NetBackup
Education
Osmania University 1984 — 1988
Bachelor of Engineering, Electronics and Communications
St Johns High School, Karimnagar 1979 — 1982
Secondary School Certificate, mathematics, science and social studies
The Guardian Life Insurance Company January 2014 - November 2014
New York Life Insurance Company January 2012 - December 2013
New York Life Insurance Company March 2005 - January 2012
IFMG Securities, Inc. 2004 - 2005
Bank of New York (BNY) Investment Center 2000 - 2004
Skills
Securities, Strategic Financial..., Wealth Management, Mutual Funds, FINRA, Investments, Financial Services, Retirement Planning, Series 7, Series 63, Investment Advisory, Series 24, AML, Equities, Asset Management, Insurance, Financial Planning, Anti Money Laundering, Risk Management
Education
Pace University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Management
New York Life Insurance Company July 2013 - Present
Baruch Society for Human Resource Management January 2012 - May 2013
Coler-Goldwater Specialty Hospital and Nursing Facility and Gouverneur Healthcare Services October 2011 - May 2013
EXPRESS October 2009 - May 2012
Baruch Society for Human Resource Management September 2011 - January 2012
City of Tempe: Kidzone enrichment program September 2006 - August 2008
United Blood Services July 2006 - August 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Resume Writing, Event Planning, Outlook, Customer Service, Recruiting, Onboarding, Public Speaking, Data Entry, Employee Relations, Social Media, Employment, Human Resources, Leadership, Employee Benefits, PeopleSoft, Time Management, Personnel Management, Management, Staff Development, Talent Acquisition
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration, Management ( Human Resources)
Borough of Manhattan Community College 2010 — 2010
Associate of Science, Liberal Arts
Pace University
New York Life Insurance Company January 2011 - Present
First American Title June 2004 - August 2007
Education
Pace University 1987 — 1992
BBA, Business Management
Stancil & Associates January 2012 - Present
Stancil & Associates December 2011 - Present
New York Life Insurance Company August 2010 - November 2011
JPMorgan Chase September 1970 - April 2009
Skills
Management, Finance, Financial Services, Project Planning, Investment Banking, Fixed Annuities, Life Insurance, Securities, Long-term Care, Mutual Funds, Fixed Income, Investments, Equities, Banking, Series 7
Education
Pace University - Lubin School of Business
Banking
New York Life Insurance Company June 2009 - Present
ATT January 1972 - October 2005
Education
Pace University - Lubin School of Business 1976 — 1984
BBA, Finance
Collective Bias May 2013 - Present
Catapult Marketing September 2012 - May 2013
Shopper Events October 2008 - September 2012
Mass Connections June 2007 - November 2008
Retail Business Owner - Perfect Images 2002 - 2004
New York Life Insurance Company 2002 - 2003
Skills
Shopper Marketing, Business Development, Customer Insight, Sales, Brand Management, Facebook, Consumer Products, SEO, Marketing Strategy, Integrated Marketing, Advertising, Account Management, Wal-Mart, Retail, Marketing, Marketing Communications, Brand Awareness, Nielsen, Relationship Marketing, Categorization, New Business Development, Social Media Marketing, Social Media Measurement, Consumer Insight, Event Planning, Cross-functional Team...
Education
Southern Arkansas University 2001 — 2003
BA Marketing, Marketing and Finance
Ouachita Baptist University 1999 — 2001
BA in Marketing, Marketing and Finance
Neuberger Berman March 2015 - Present
Neuberger Berman October 2012 - March 2015
Vitech Systems Group Inc December 2006 - October 2012
New York Life Insurance Company April 2006 - December 2006
American Century Investment Management Inc March 2002 - April 2006
Citigroup Inc May 1999 - September 2001
Skills
Requirements Analysis, SDLC, Test Planning, User Acceptance Testing, Functional Requirements, Use Case Analysis, Business Analysis, Integration, Manual Testing, Regression Testing, Meeting Planning, Defect Life Cycle, Hands-on Training, Software Documentation, Systems Analysis, Functional Testing, Test Scenarios, Software Quality..., Software Design, Full SDLC, Microsoft Excel, PowerPoint, Access, Agile Methodologies, Databases, Financial Services, Fixed Income, Software Project..., Requirements Gathering, Business Requirements, SQL
Education
Chiron Solutions
Certification, Comprehensive Business Analysis
Pace University
Bachelor of Business Administration (BBA), Finance, General
Eagle Strategies, LLC (New York Life Company) May 2009 - Present
New York Life Insurance Company June 1993 - Present
NYLIFE Securities LLC May 1990 - May 1993
New York Life Insurance Company November 1988 - May 1990
Dun & Bradstreet 1974 - 1988
Skills
Insurance, Long Term Care Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Estate Planning, Training, College Savings Plans, Long-term Care, 401k Rollovers, Wealth Preservation..., IRAs, Leadership, Retirement Plan..., CLU, Coaching, Management, Strategic Planning, Public Speaking, Business Development
Education
Oregon State University
B.S., Business, Marketing & Management
The American College
MSFS, Insurance, Investments, Leadership
New York Life Insurance Company March 2004 - Present
JHP Tax Services 1998 - 2012
Banco Popular North America April 1998 - March 2004
Banco Popular North America 1985 - March 1998
Skills
Fluent Spanish, Actively involved in..., Auditing, Enterprise Risk..., Finance, Financial Analysis, Internal Audit, Internal Controls, Microsoft Office, Risk Management, Strategic Financial..., Accounting, Financial Accounting, Financial Reporting, Insurance, Sarbanes-Oxley Act, Financial Risk, Leadership, Professional Mentoring, Financial Planning
Education
Pace University - Lubin School of Business 1990 — 1994
MBA, Taxation & Finance
Interamerican University
Bachelor of Business Administration (BBA), BA Accounting & Finance
Affinity Solutions October 2011 - October 2013
Tiffany & Co. October 2010 - April 2011
e-Dialog July 2009 - July 2010
Victoria's Secret March 2008 - July 2009
Ernst & Young September 2007 - March 2008
NYC & Company October 2003 - September 2007
New York Life Insurance Company May 2001 - May 2003
Skills
HTML + CSS, MS Office Suite, SQL, Visio, Email Marketing, E-commerce, Photoshop, Digital Photography, Social Media, Web Project Management, CMS, MS Project, HTML, Web Content Management, Microsoft Office, Web Development, Dreamweaver, CRM, Analytics, Project Management
Education
Pace University 1999 — 2003
BS, Informations Systems
Midwood High School 1995 — 1999
Collegiate Diploma
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company February 2011 - Present
Paramount Realty Services September 2005 - February 2010
Skills
Insurance, Loans, Small Business, Finance, Mortgage Lending, Retirement, Long-term Care, Disability Insurance, Sales, Real Estate, Fixed Annuities, Investments, Whole Life, Long Term Care Insurance, Licensed Life & Health..., Variable Annuities, Licensed Life Insurance..., Portfolio Management, Financial Services, Investment Properties
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Banking and Finance
St. John's University 1977 — 1981
Bachelor of Science, Computer Science, Cum Laude
Girls Educational & Mentoring Services May 2013 - Present
The Riverside Church August 2009 - July 2012
Lenox Advisors September 2006 - August 2009
Northwestern Mutual February 2004 - September 2005
New York Life Insurance Company January 1999 - January 2004
Skills
Marketing, Event Producing, Customer Service, Leadership, Entrepreneurship, Finance, Event Management, Networking, Inventory Management, Sales, Graphic Design, Strategy, Program Management, Office Management, Project Management, Executive Calendar..., Vendor Contracts, Business Travel, Corporate Events, Non-profit Volunteer, Social Media Outreach, Operational Streamlining, Cost Control, Customer Engagement, Customer Support, Budget Management, Lean Six Sigma, Operation Efficiencies, Business Correspondence, Cross-functional Team...
Education
Pace University - Lubin School of Business
Candidate, Master of Business Administration
METROPOLITAN COLLEGE
Bachelor of Arts, Business Administration
New York Life Insurance Company May 2014 - September 2014
Owens Community College June 2009 - September 2012
National Super Service September 2000 - October 2007
Lamson and Sessions January 1998 - September 2000
Retail Grocery Inventory Specialists January 1995 - January 1998
Barney's Convenience Mart January 1994 - January 1995
Skills
401k Rollovers, Annuity Sales, Term Life Insurance, Grandchild Gifting, Insurance, Life Insurance, Lifetime Income..., Permanent Life Insurance, Building Relationships, Retirement Planning, Life Insurance..., Customer Relations, Direct Sales, Networking, Problem Solving, Public Speaking, Sales, Writing, Customer Service, Microsoft Excel
Education
Owens Community College 2009 — 2012
Associate of Applied science Commercial Art Technology, Commercial Art
Owens Community College 2009 — 2012
Associate of Applied Science, Commercial Art Technology
Stautzenberger College-Maumee 1986 — 1989
Associate Degree of Applied Business, Applied Business
Bowling Green Senior High 1982 — 1985
Diploma, General Studies
Westchester County's Department of Information Technology [ Edit ] January 2003 - Present
AboveNet January 2001 - January 2003
New York Power Authority August 1998 - January 2001
New York Life Insurance Company December 1995 - August 1998
METLIFE REALTY GROUP September 1994 - December 1995
Skills
Procurement, Accounting, Vendor Management, Management, Analysis, Auditing, Security, Budgets, Process Improvement, Finance, Financial Analysis, Leadership, Policy, Program Management, Project Management, Start-ups, Strategic Planning
Education
Pace University 1990 — 1994
Bachelor, Business Administration; Managerial Accounting
New York Life Insurance Company June 2013 - Present
Coker Inc. 2001 - 2012
Skills
Licensed Life Insurance..., Insurance, Key Person Protection, Legacies, Retirement Planning, Small Business, Protection..., Multi Task Skills, Time Management, Thought Leadership
Education
Pace University 1983 — 1985
2 years, Accounting
Mt. Vernon High School 1979 — 1983
H.S. Diploma, Academics
Huntington National Bank October 2014 - Present
Pataskala Chamber of Commerce May 2014 - October 2014
New York Life Insurance Company April 2014 - October 2014
Scioto Downs September 2013 - April 2014
Carrabba’s Italian Grill January 2011 - June 2013
ProMedica May 2012 - August 2012
Don Pablo’s Restaurant and Bar January 2008 - January 2011
QRP II Home Care Systems March 2007 - December 2008
ESSI - Electronic Security Services, Inc. May 2008 - September 2008
Skills
Leadership, Customer Service, Interpersonal Skill, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Building Relationships, Sales, Communication, Training, Customer Satisfaction, Teamwork, Event Planning, Interviewing Skills, Internet, Time Management, Data Entry, PowerPoint, Marketing, Social Networking, Outlook, Analysis, Recruiting, Public Speaking, Fundraising, Insurance, Retirement Planning, Long Term Care Insurance, Health Insurance, Life Insurance, Fixed Annuities, Annuity Sales, Key Person Insurance, Disability Insurance
Education
Lourdes University 2011 — 2013
Bachelor of Science in Health Care Administration, BHA, 3.53
The Toledo Hospital 2012 — 2012
Lourdes University 2011 — 2012
Associate's degree, Business Arts, 3.53
Napoleon High School 1998 — 2001
Owens Community College
Influence & Co. 2015 - Present
Equity Engineering Group July 2014 - July 2015
Lakewood City Schools May 2011 - October 2012
Great Lakes Theater Festival April 2011 - October 2012
Nationwide Insurance June 2010 - December 2010
Otterbein University September 2008 - June 2010
New York Life Insurance Company June 2008 - September 2009
Skills
Creative Writing, Editing, Writing, Proofreading, Marketing, Blogging
Education
Otterbein College 2006 — 2010
Bachelor of Arts (B.A.), English
Otterbein University 2006 — 2010
Bachelor of Arts (B.A.), Creative Writing
New York Life Insurance Company March 2014 - Present
Frankel, Loughran, Starr & Vallone LLP April 2012 - February 2014
Frankel, Loughran, Starr & Vallone LLP January 2011 - April 2012
W&Company May 2006 - May 2007
Skills
Financial Reporting, Microsoft Excel, Access Database, Fund Administration, Private Equity, Fund Of Funds, Corporate Finance, Accounting, Tax, Analytical Skills, Financial Modeling, Financial Accounting
Education
St. John's University 2011 — 2012
Master of Science (M.S.), Accounting, 3.97
Pace University 2009 — 2010
Accounting
Seoul National University 1998 — 2006
BM, Music Composition and Theory
AICPA May 2011 - Present
Munich Reinsurance America, Inc. 2011 - 2015
Munich Reinsurance America, Inc. 2011 - 2015
Burnett & Associates, LLC March 2009 - May 2011
New York Life Insurance Company January 2004 - March 2009
Ford Motor Company June 2001 - October 2001
Skills
Reinsurance..., TIA Reporting, Finance, Accounting, Analysis, Financial Reporting, Process Improvement, Agile Methodologies, LOMA ALMI, ARA, Microsoft Access, Access
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration, Management Science, Accounting
New York Life Insurance Company July 2015 - Present
TheBestIRS, Insurance Recruiting Specialists July 2014 - June 2015
Travelers Insurance October 2007 - June 2014
Progressive Insurance August 2002 - October 2007
OpenTable February 2000 - March 2002
Skills
Insurance, Property & Casualty..., Commercial Insurance, Liability, Claim, Casualty, Claims Management, Commercial Lines, Reinsurance, Subrogation, Liability Analysis, Casualty Insurance, Customer Service, Life Insurance, Insurance Training
Education
Our Lady of the Lake University 1987 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
New York Life Insurance Company August 1993 - Present
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Merrill Lynch March 2015 - Present
TD Ameritrade October 2013 - December 2014
PNC August 2012 - October 2013
New York Life Insurance Company August 2011 - July 2013
Reckitt Benckiser September 2010 - December 2010
Merrill Lynch October 2009 - September 2010
Bankers Life and Casualty June 2009 - August 2009
Contemporary Business Practice January 2008 - May 2008
ING (formerly Citistreet) June 2003 - August 2007
Skills
OMNI, AS400, Microsoft Office, Salesforce.com, Power Image, Maximo, Customer Service, Microsoft Word, Lotus Notes, Banking, Cash Management, PowerPoint, Loans, Securities
Education
Pace University - Lubin School of Business 2007 — 2011
Management, Business Management
Rutgers Preparatory School 2003 — 2007
Target November 2013 - Present
New York Life Insurance Company 2012 - 2013
NBA Development League 2011 - 2012
Professional Basketball Player 2010 - 2012
Skills
Leadership, Social Networking, Public Speaking, Coaching, Teamwork, Retail, Time Management, Operations Management, Marketing, Accountability, Microsoft Excel, Sales
Education
Oregon State University 2005 — 2010
Bachelor of Science, Communication
New York Life Insurance Company January 2013 - Present
St. Paul School June 2005 - May 2012
US Navy July 2000 - November 2003
Skills
Educational Leadership, Teacher Training, Curriculum Development, Teaching, Staff Development, Higher Education, Public Speaking, Program Development, Attention to Detail, Critical & Logical..., Team Building, Research, Project Management, Nonprofits, Microsoft Office, Community Outreach, Entrepreneurship, Sales
Education
Our Lady of Holy Cross College 2007 — 2008
Master of Arts (MA), Theology/Theological Studies, 3.75
University of Louisiana at Lafayette 2004 — 2005
Bachelor of Arts (B.A.), Philosophy
St. Joseph's Seminary College 2000 — 2003
Philosophy
Catholic High School, New Iberia 1997 — 2000
New York Life Insurance Company May 2014 - Present
New York Life January 2009 - May 2014
New York Life Insurance Company September 2005 - December 2008
New York Life Insurance Company September 1999 - August 2005
Skills
Recruitment/Retention, Marketing Strategy, Marketing Management, Mentoring, Social Media, Business Strategy, Lead Generation, Marketing, Management, Recruiting, Social Networking, Life Insurance, New Business Development, Business Planning, Insurance, Analysis, Market Research, Leadership, Change Management, Public Relations, CRM, Team Leadership, Strategic Partnerships, Budgets, Product Development, Contract Negotiation, Strategic Planning, Analytics, Account Management, Business Development, Negotiation, Cross-functional Team..., Program Management
Education
Saint John's University 1990 — 1992
MBA, Marketing Management
Pace University 1984 — 1988
BBA, International Management
John Glenn High School
New York Life Insurance Company June 2012 - Present
Farmers Insurance February 2011 - February 2012
Farmers Insurance & Financial Services June 2010 - April 2011
Metric Property Management March 2002 - August 2004
Solow Realty & Development Group March 1999 - June 2001
Skills
Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Health Insurance, Property & Casualty..., Long-term Care, Small Business, Business Planning, Workers Compensation, Marketing, Term Life Insurance, Disability Insurance, Public Speaking, Spanish, Umbrella Insurance, Interviews, Whole Life, Financial Services, Cold Calling, Finance, Series 6, Underwriting
Education
Pace University
Business Administration
New York Life Insurance Company March 2014 - Present
MetLife December 2011 - March 2014
American Honda Motor Company, Inc. July 2011 - November 2011
Informatic Technologies, Inc April 2010 - November 2011
MetLife April 2010 - June 2011
Charles Schwab June 2007 - March 2010
Infosys September 2003 - March 2010
Telstra July 2005 - May 2007
Skills
Clarity PPM tool, Oracle 10g, Business Objects, Portlets, CAPA, Clarity, SDLC, Integration, Oracle, CA Clarity, PL/SQL, Project Portfolio..., Unix, Microsoft SQL Server, Business Analysis, Resource Management, Requirements Gathering, Requirements Analysis, SQL, Software Project..., Project Management, PMO, Crystal Reports
Education
Osmania University 1999 — 2003
Bachelor of Engineering, Electrical and Electronics Engineering
TKS Solutions, LLC June 2015 - Present
InvesTier / Investran - Sungard Financial Systems April 2005 - April 2015
New York Life Insurance Company March 2005 - April 2006
TIAA-CREF May 2001 - March 2005
Citibank, N.A. – Corporate Financial Systems August 1997 - March 2000
Skills
SQL, Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Project..., Software Development, Business Intelligence, SDLC, Requirements Gathering, Databases, Business Requirements, Crystal Reports, SSRS, T-SQL, Data Migration, User Acceptance Testing
Education
Columbia University, New York, NY 2000 — 2001
Database Application Development and Design program
Pace University 1994 — 1997
BBA, Finance
Independent Insurance Agent October 2013 - Present
WellCare June 2012 - October 2013
Soaring In The Spirit Ministry March 2011 - May 2011
Congregations Caring for Children and Families June 2009 - March 2010
New York Life Insurance Company June 2006 - February 2009
Skills
Networking, Team Building, Life Insurance, Customer Service, Insurance, Community Outreach, Nonprofits, Coaching, Leadership Development, Teamwork, Leadership, Public Speaking, Training, Health Insurance, Marketing, Event Planning, Fundraising
Education
Ottawa University 2009 — 2011
B.A., Business Administration
American Baptist College 1987 — 1989
3 years toward a Bachelor's Degree in Theology, Theology
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company May 2007 - August 2012
Dolce, Inc. May 1998 - May 2002
Skills
Insurance, Operations Management, Human Resources, Auditing, Leadership Development, Budget Management, Client Services, Life Insurance, Leadership, Management, Time Management
Education
Pace University 2003 — 2005
Master of Business Administration (M.B.A.), Global Operations Management, Magna Cum Laude Graduate
New York Life Insurance Company 2014 - Present
Altrum Honors 2012 - 2013
Skills
Insurance, Life Insurance, Personal Finance, Education Funding..., Risk Management, Protection..., Retirement Planning, Supplements to Employee..., Lifetime Income..., IRA Rollovers, 401(k) Rollovers, Customer Satisfaction, Microsoft Office, Time Management, Teamwork, Social Media Marketing, Retirement, Public Speaking, Microsoft Word, Microsoft Excel, Management, Leadership, Finance
Education
Pace University - Lubin School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
MacKenzie Partners April 2013 - July 2015
Strategic Consulting Services Inc. March 2014 - June 2014
New York Life Insurance Company June 2012 - December 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Financial Statements, Financial Modeling, Equities, PowerPoint, Finance, Financial Services, Mergers & Acquisitions, Bloomberg Terminal, Securities, Microsoft Word, Social Media, Fixed Annuities, Insurance, Asset Management, Public Speaking, Research, HTML, Customer Service, Statistics
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Financial Management
St. John's University 2009 — 2013
Bachelor's Degree, Finance, 3.43
New York Life Insurance Company May 2010 - Present
ING February 2007 - November 2009
Bank of Tokyo-Mitsubishi UFJ 2006 - 2007
Pitney Bowes 2005 - 2006
Ernst & Young 1999 - 2003
IBM 1984 - 1993
Reader's Digest 1980 - 1984
Skills
IT Audit, Certified Third Party..., Risk Management, Risk Assessment, Process Improvement, Financial Risk, Governance, Information Security, Change Management, Third Party Vendor..., Security Audits, Internal Controls, Physical Security, SOX Compliancy, SAS70, SSAE 16, Six Sigma, Change Control, IBM Mainframe, MVS, MBA, Security Controls, Compliance, SIG, RACF, JES2, Archer, Data Loss Prevention, Third Party Governance..., DLP, Sarbanes-Oxley Act, Security, Leadership, Project Management, Information Technology, Business Analysis
Education
Pace University - Lubin School of Business
MBA, Accounting (CPA Track)
State University of New York College at Purchase
BA, Sociology/Psychology
New York Life Insurance Company May 2013 - August 2013
Deloitte June 2013 - July 2013
Skills
Financial Accounting, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Access, Spreadsheets, Teamwork, Accounting, Auditing, Financial Analysis, Leadership, Public Speaking, Research, Microsoft Office, Time Management
Education
Pace University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting/General
Pace University - Lubin School of Business
New York Life Insurance Company 2014 - 2015
Deutsche Bank August 2007 - February 2014
Barclays Investment Bank January 2006 - July 2007
Various companies October 2004 - December 2005
Skills
Office Management, Records & Database..., Telephone and Front..., Scheduling and calendar..., Meeting and events..., Writing, Management, Event Planning, Administrative..., Outlook
Education
Pace University
Bachelor of Arts (BA), English Language and Literature/Letters
New York Life Insurance Company January 2015 - Present
General Chauffage March 2000 - October 2011
Innovative Design Group June 1985 - September 1995
Skills
Restaurants, Renovation, Management, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Negotiation
Education
Osmania University 1984 — 1985
Master's degree, Public Administration, A
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company March 2011 - Present
Barnum Financial Group and office of MetLife October 2004 - March 2011
Northwestern Mutual April 2003 - October 2004
Skills
Sales and Marketing, Advertising, Strategic Communications, Client Relationship..., Financial Management, Financial Analysis, Implementing Processes, Creative Writing, Creative Concept..., Account Management, Community Relations, Insurance, CRM, Managerial Finance, 401k, 401k Rollovers, Asset Allocation, College Savings Plans, Community Development, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, IRAs, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Permanent Life Insurance, Portfolio Management, Product Development, Retirement, Retirement Planning, Securities, Roth IRA, Series 6, Series 63, Series 7, Strategic Financial..., Term Life Insurance, Universal Life, Variable Annuities, Wealth, Wealth Accumulation, Wealth Management
Education
Newtown High School, Newtown, CT 1992 — 1997
Pace University - Lubin School of Business
HSN June 2015 - Present
New York Life Insurance Company March 2015 - July 2015
Menards April 2014 - February 2015
Redbox June 2009 - January 2014
Faurecia April 2007 - January 2008
Faurecia February 2006 - April 2007
US Navy December 1972 - March 1975
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Public Speaking, Logistics, Warehousing, Inventory Control, Inventory Management, Problem Solving, Management, Leadership, Sales, Team Building, Small Business, Negotiation, Marketing, Strategic Planning, Analysis, Process Improvement
Education
Owens Community College 2007 — 2008
No Degree, Plant Operations
Stautzenberger College-Maumee 1997 — 2001
Associate's degree, Applied Business in Networking
StrongAuth, Inc July 2001 - Present
Sun Microsystems, Inc. April 1999 - June 2001
Sun Microsystems, Inc. March 1995 - March 1999
Citibank May 1994 - March 1995
BASF Corporation September 1991 - April 1994
New York Life Insurance Company June 1990 - August 1991
Port Authority of NY and NJ July 1986 - June 1990
Skills
Cloud Computing, Cryptography, PCI DSS, Data Security, PKI, Encryption, DEI, Security, Key Management, Data Center, Computer Security, Smart Cards, Architecture, Enterprise Software, Unix, Open Source, Infrastructure, Servers, Professional Services, Information Security, Identity Management, Information Security..., Payment Industry
Education
Pace University - Lubin School of Business 1985 — 1986
MBA, MIS and Corporate Finance
NYLIFE Securities LLC September 2011 - Present
New York Life Insurance Company 2011 - Present
Revitabite 2012 - 2013
Knowing Science June 2010 - September 2011
Kid Knowledge January 2010 - September 2011
Surgical Design Corporation June 1990 - September 2011
Houlihan Lawrence January 2011 - July 2011
Skills
Insurance, Finance, Accounting, Securities, Retirement, Estate Planning, Tax, Retirement Planning, Small Business, Financial Services, Employee Benefits, 401k, Trusts, Investment Advisory, Investment Strategies, Pensions, Mediation, Commercial Litigation, Courts
Education
Pace University School of Law 1991 — 1994
Doctor of Law (J.D.)
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
SUNY Stony Brook
Bachelor's degree, Psychology, Sociology, Anthropology
New York Life Insurance Company April 2010 - Present
New York Life Insurance Company April 2008 - March 2010
New York Life Insurance Company July 2006 - March 2008
Skills
SDLC, COBOL, SQL, Business Analysis, Visio, Requirements Analysis, Databases, Requirements Gathering, SharePoint, Oracle, Data Modeling, Enterprise Architecture, IDMS, PL/SQL, Unix, XML, JCL, Java, OLQ, Data Warehousing, ADSO, SOA, Database Design, HTML, Shell Scripting, Linux, Visual Basic, Toad, Putty, WinSCP, Eclipse, ESP, Serena Changeman, JavaScript
Education
Pace University 2002 — 2006
BS, Computer Science, 4.0
Ethik Clothing Co December 2010 - Present
AHA LLC January 2006 - Present
New York Life Insurance Company June 2010 - August 2010
Investors Capital January 2009 - March 2009
Skills
Social Media Marketing, Social Skills, Direct Marketing, Digital Marketing, Creative Management, Email Marketing, Product Marketing, Strategic Communications, Social Media, Integrated Marketing, Graphic Design, Market Research
Education
Pace University 2008 — 2012
Bachelors, Finance
Wilton High School 2004 — 2008
Trex Company October 2013 - Present
MineIndustryjobs.com May 2012 - May 2013
New York Life Insurance Company 2008 - 2010
Edward Jones Investments 2007 - 2008
Jeld-Wen 1997 - 2007
Skills
Human Resources, Process Improvement, Succession Planning, Employee Benefits, Coaching, Employee Engagement, HRIS, Management, Leadership Development, Personnel Management, Applicant Tracking..., HR Policies, Training, College Recruiting, Team Building, Executive Search, Interviews, Hiring
Education
Oregon State University
Bachelor of Science (BS)
Western Governors University
MBA, Management & Strategy
Huntington National Bank March 2015 - Present
PNC January 2011 - March 2015
New York Life Insurance Company April 2010 - March 2011
Kroger March 2003 - June 2010
Skills
Financial Analysis, Leadership, Insurance, Strategic Planning, Sales, Customer Service, Finance
Education
The Ohio State University Fisher College of Business 2013 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Otterbein University 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Little Farm Foods January 2014 - Present
TeaZone and Camellia Lounge May 2012 - October 2013
New York Life Insurance Company January 2012 - July 2013
Career Searching June 2011 - December 2011
Young Professionals of Portland July 2010 - July 2011
Studentpainters.net October 2000 - October 2010
Skills
Team Building, Motivational Speaking, Project Management, Organization, Business Development, Sales, Leadership, Entrepreneurship, Insurance, Marketing, Recruiting, Public Speaking, Event Planning, Team Leadership, Management
Education
Oregon State University 1999 — 2002
Bachelor of Science, Liberal Studies
Western Oregon University 1994 — 1996
University studies in, Elementary Education
Auburn Adventist Academy 1990 — 1993
HS Diploma, Private School
JPMorgan Chase November 2013 - Present
Citigroup December 2011 - November 2013
Citigroup January 2008 - December 2011
Citigroup January 2007 - January 2008
Citigroup July 2004 - January 2007
Citigroup June 1996 - July 2004
Bear Stearns March 1995 - June 1996
Brown Brothers Harriman March 1987 - March 1995
New York Life Insurance Company June 1984 - March 1987
Amtrak March 1978 - June 1984
Skills
SDLC, Offshoring, Project Portfolio..., Data Governance, AML Monitoring, KYC, Trade Surviellance, Compliance Technology, Project Finance, Project Coordination, Project Execution, Proejct Delivery, Vendor Management, IT Management, AML, System Monitoring, Project Management, Management, Equities, Risk Management, Financial Services
Education
Stevens Institute of Technology 2000 — 2002
MS, Information Technology Management
Pace University - Lubin School of Business 1992 — 1998
BBA, Management Information Systems
Bank of Tokyo-Mitsubishi UFJ February 2013 - Present
Wyckoff Heights Medical Center April 2012 - Present
New York Life Insurance Company August 2009 - November 2012
Siemens Corp August 2009 - October 2009
Dell November 2004 - May 2009
Dell Computers/For N.Y. State Department of Education November 2004 - May 2009
B January 2003 - November 2004
Agere Systems February 2000 - January 2003
Skills
Troubleshooting, TCP/IP, Software Documentation, Networking, Vendor Management, Servers, Management, Data Center, System Administration, Network Administration, Operating Systems, Business Process..., Citrix
Education
St. Thomas Aquinas 1984 — 1988
High School deploma
Pace University
New York Life Insurance Company 1998 - Present
Nasdaq Stock Market 1995 - 1998
JP Morgan 1987 - 1995
The Equitable 1985 - 1987
Skills
Business Analysis, Data Warehousing, Web Development, SDLC, Vendor Management, Insurance, IT Strategy, Requirements Analysis, Business Objects, Data Modeling, Business Intelligence, Program Management, Enterprise Architecture, Business Requirements, ETL, SOA, Unix, Strategy
Education
Pace University 1981 — 1985
bba, CPA and Information Systems Management
Pace University - Lubin School of Business 1981 — 1985
BBA, CPA and AIS
New York Life Insurance Company March 2015 - Present
Rodan+Fields Dermatologists March 2015 - Present
Ernst & Young October 2010 - December 2014
Anderson, Crenshaw & Associates July 2008 - September 2009
Anderson, Crenshaw & Associates May 2007 - August 2007
Ouachita Baptist University August 2006 - May 2007
Skills
Management, Leadership, Marketing, Budgets, Advertising, Press Releases, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Strategic Planning, Executive Search, Financial Reporting, Human Resources, Public Relations, Team Building
Education
Ouachita Baptist University 2004 — 2008
BA, Business Administration - Marketing/Management
New York Life Insurance Company July 2013 - Present
Avon Products Inc October 2008 - January 2013
Deloitte June 2007 - August 2007
Bell Labs Lucent Technologies May 2006 - August 2006
Goldman Sachs June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Skills
Management, Access, Microsoft Office, SQL, Microsoft Excel, HTML, Visio, Auditing, PowerPoint, Quality Assurance, Troubleshooting, Networking, Business Analysis, Information Technology, Analysis, Social Media
Education
Pace University 2005 — 2012
M.S Information Systems, Information Security
Pace University 2005 — 2009
Bachelors of Science, Information Systems
IBM March 2015 - Present
New York Life Insurance Company July 2012 - March 2015
AIG February 2012 - July 2012
GE Intelligence Platforms (GEIP) October 2011 - June 2012
Capital One March 2011 - February 2012
Carrier Corporation October 2009 - March 2011
Rapid IT, Inc 2007 - 2010
The Home Depot 2007 - 2008
Skills
SAP Business Objects..., Information Models..., Business Objects, Business Intelligence, Crystal Reports, Business Intelligence..., Teradata, Data Migration, Data Warehousing, Business Analysis, Cognos, Data Modeling, Dashboard, Oracle, Data Integration, ETL, SDLC, PL/SQL, SAP Business..., SAP Business Objects, SAP BO Data Services, Web Intelligence, Master Data Management
Education
University of Alabama in Huntsville 2004 — 2006
Master of Science, Computer Science
Osmania University 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology
New York Life Insurance Company February 2001 - Present
Skills
Liquidity Forecasting, Cash Management, Financial Accounting, Budgeting, Controllership Functions, Computer Proficiency, Leadership Development, Managing Associates, Decision Making, Concept Development, Project Management, Procedure Development, Analysis, Internal Audit, Risk Management
Education
Pace University
Bachelor's Degree, Accounting and Finance
Xaverian High School
Itaú BBA December 2013 - Present
Citi February 2013 - December 2013
New York Life Insurance Company June 2012 - January 2013
Aeropostale November 2009 - May 2012
Skills
Bilingual-English/Spanis..., Brazilian Portuguese, Microsoft Word, Microsoft Excel, QuickBooks, Bloomberg Terminal, Investment Banking, Investments
Education
Pace University 2008 — 2012
Bachelor of Arts (B.A.), Finance
New York Life Insurance Company August 2011 - Present
New York Life Insurance Company October 2009 - August 2011
Sponsor Direct March 2008 - October 2009
New York Life Insurance Company December 2004 - October 2007
Skills
SharePoint, Training, Customer Service, Leadership, Customer Satisfaction, Outlook, Microsoft Office, Microsoft Excel, Access, Process Improvement, CRM, Human Resources, Recruiting, Project Management, Lotus Notes, Time Management, Team Building, Employee Benefits, Life Insurance, Software Documentation, Data Analysis, Databases, Microsoft Word, Sametime, Policy Analysis, Strategic Financial..., Strategic Planning, Social Media, Facebook, Information Technology, Remedy Software, Procedural Development, Salesforce.com, Social Networking, Social Media Blogging, YouTube, Customer Oriented, MS Outlook, Basic HTML, BrassRing, Compucom, Social Media Strategist, Social Media..., Tumblr, LinkedIn, Twitter, Instagram, Business Process, Business Process..., SAP
Education
Pace University 2003 — 2008
B.A, Applied Psychology and Human Relations
USEReady April 2013 - Present
New York Life Insurance Company June 2012 - April 2013
New York Life June 2008 - June 2012
Jupitermedia Corp. 2006 - June 2008
Inform Technologies 2005 - 2006
Vadul Associate June 1999 - December 2005
Direct Insite April 1999 - November 2005
Pace University 1999 - 2005
Sasken 1996 - 1997
Infosys Technologies Ltd. 1994 - 1996
Skills
Java, .NET, C#, OOAD, WCF, SharePoint 2010, InfoPath, SharePoint, C++, Software Development, Data Warehousing, Requirements Analysis, UML, Web Services, XML, Business Analysis, ASP.NET, Design Patterns, Project Management, SQL, Architecture, SDLC, Agile Methodologies, Enterprise Architecture, Enterprise Software, SOA, Programming, Software Project..., Solution Architecture, Oracle, Microsoft SQL Server, System Architecture, Databases, Java Enterprise Edition, Unix, Architectures, Database Design, Business Intelligence, Integration, Web Applications, Scrum, Agile Project Management, Visual Studio, Cloud Computing, Software Design, Alteryx, Tableau, Data Modeling, IT Strategy, Distributed Systems
Education
MadToasters - Toastmasters 2009 — 2013
ACB, CL
Pace University 1997 — 1999
MS
S.J.C.E, Mysore 1990 — 1994
B.E.
University of Mysore 1990 — 1994
BE
Marimallappas School/HS/ Junior College 1986 — 1990
2nd PUC
Sri Ramakrishna Vidyashala 1986 — 1987
High School
Rotary Children's School 1978 — 1984
7th Std
New York Life Insurance Company January 2014 - Present
ENGAGE May 2012 - Present
Gerber Life/Nestle March 2010 - April 2012
Citigroup January 2006 - August 2008
Kraft Foods 2000 - 2004
Education
Pace University - Lubin School of Business
MBA
Tufts University
Bachelor of Science (BS)
Woodlands
New York Life Insurance Company September 2013 - Present
ADP 2010 - September 2013
ADP August 2008 - 2010
ADP September 1998 - August 2008
Skills
SCCM, VMware, Mac OS X, Enterprise Mobility, Mobility Management, Mobility Strategy, WSUS, Virtualization, Mobile Computing, Thin Clients, Data Center, OS X, Systems Management, VMware ESX, System Deployment, Disaster Recovery, Software Documentation, VMware Infrastructure, Microsoft Certified..., vSphere, Citrix Metaframe, Microsoft SQL Server, Hyper-V, Citrix, VDI, Servers, Group Policy, Microsoft Technologies, Application..., IIS, Powershell, Active Directory, SAN, DNS, Storage Area Networks, DHCP, Windows Server, Microsoft Exchange, VBScript, Cluster, Storage, Technical Support, HP, Infrastructure, Hardware, Security, Server Architecture, High Availability
Education
Pace University
New York Life Insurance Company July 2014 - Present
AIG April 2008 - April 2014
Geller and Company June 2006 - March 2008
Morgan Joseph & Co. Inc. January 2004 - May 2006
COR Intelligent Banking Solutions, Inc. December 2002 - December 2003
R. B. Blaustein & Company September 2000 - November 2002
Skills
Accounts Receivable, General Ledger, Accounts Payable, Fixed Assets, Account Reconciliation, Accounting, Financial Statements, Variance Analysis, Finance, Internal Controls, Journal Entries, Payroll, Invoicing, Tax, Analysis, Balance, Tax Returns, External Audit, Cash Flow Forecasting, Balance Sheet, Insurance, GAAP, Sarbanes-Oxley Act, Preparation, Bank Reconciliation, Auditing, Internal Audit, Financial Reporting, QuickBooks, Financial Analysis, P, Statutory Accounting, Payments, Corporate Finance, US GAAP, Accruals, Treasury, Financial Accounting, Consolidation, Sarbanes-Oxley, Outlook, Tax Accounting, Peachtree, SEC filings, Cash Flow, Revenue Recognition, Financial Audits, Corporate Tax, Income Tax, Tax Preparation
Education
Pace University 1998 — 2002
BBA, Accounting
New York Life Insurance Company September 2011 - October 2012
AT&T Mobility April 2002 - May 2010
At&t Wireless March 1997 - September 2001
At&t Wireless September 1995 - March 1997
Macy's September 1993 - September 1995
College of Podiatric Medicine June 1990 - June 1993
Xerox January 1986 - June 1990
Macy's September 1982 - August 1985
Alvarado T.V June 1972 - September 1982
Skills
Customer Service, Customer Satisfaction, Customer Retention, Accounts Receivable, Accounts Payable, Invoicing, Purchasing, Account Reconciliation, Accounting, Insurance
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1982
BBA, Management /Marketing
Pace University 1975 — 1977
Business Marketing/Management
Rockland Community College 1972 — 1975
AAS, business
New York Life Insurance Company June 2009 - Present
New York Life March 2002 - June 2009
Education
Pace University 1995 — 1999
BBA, Finance
New York Life Insurance Company October 2013 - Present
FlyWorryFree.com September 2012 - October 2013
Sheen Travel September 1990 - August 2010
Worldwide Tours & Travel October 1987 - March 1990
Skills
Small Business, Life Insurance, Customer Relations, Marketing Management, Sales Management, Business Development, Management, Process Improvement, New Business Development, Thought Leadership, Team Building, Buy-sell Agreements, Customer Satisfaction, Gifting Strategies, Key Person Protection, Retirement Planning, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Customer Retention, Strategic Planing, 401(k) Rollovers, Marketing Managment, Building Relationships
Education
Osmania University
Bachelor of Science (BSc), Biological and Physical Sciences
New York Life Insurance Company December 2012 - Present
AAANWOhio January 2007 - December 2012
Allstate Insurance Agency December 2004 - December 2006
Skills
Term Life Insurance, Health Insurance, Long-term Care, Retirement, 401k, Estate Planning, Disability Insurance, Small Business, Life insurance, Fixed Annuities, Employee Benefits, Underwriting, Customer Retention, 401k Rollovers, Universal Life, Whole Life, Life, Risk Management, Financial Analysis, Retirement Planning, Financial Services
Education
University of Toledo 2001 — 2006
Business Administration, Management and Operations
Owens Community College 1996 — 2001
Business, Management, Marketing, and Related Support Services
Perrysburg High School 1992 — 1995
College Prep, General
HSBC Retail Banking and Wealth Management November 2012 - Present
New York Life Insurance Company January 2006 - November 2012
Education
Pace University - Lubin School of Business 2011 — 2015
MBA, Financial Management
York College of Pennsylvania 2000 — 2004
B.A.
AIG August 2014 - Present
The Guardian Life Insurance Company of America February 2012 - August 2014
The Guardian Life Insurance Company of the Americas January 2010 - February 2012
Genworth Financial February 2008 - December 2009
Genworth Financial June 2006 - February 2008
GE Asset Management 2004 - 2008
The MONY Group April 2000 - February 2004
New York Life Insurance Company July 1990 - March 2000
Skills
Insurance, Investments, Analysis, Annuities, Portfolio Management, Liquidity Management, Asset Managment, Commissioning, Data Warehousing, Financial Risk, Innovation, Key Performance..., Key Account Management, Leadership, Microsoft Office, Negotiation, Outsourcing, Business Objects, Organization, Problem Solving, Strategic Planning, Quality Assurance, Quality Management, Qualitative Research, Recruiting, Restructuring, Customer Service, Sustainability, Sourcing, Fixed Annuities, Asset Management, Due Diligence, ALM, Project Management, Business Process, Risk Management, Finance, Strategic Financial..., Change Management, Budgets, Cash Management, Financial Analysis, Enterprise Risk..., Business Process..., Financial Statements, Process Improvement, Treasury Management, Internal Controls, 401k, Business Analysis
Education
Pace University 1987 — 1990
Bachelor of Business Administration (BBA), Accounting
Accelerated Retirement Benefits August 2015 - Present
Kingsview Asset Management, LLC October 2014 - Present
Principal Financial Group November 2013 - June 2014
New York Life Insurance Company January 2007 - December 2012
NYLIFE Securities LLC. January 2007 - December 2012
Wells Fargo Bank November 2005 - January 2007
Skills
Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, Student Financial Aid, Investments, IRAs, Long-term Care, Employee Benefits, Wealth, Business Analysis, Health Insurance..., Mutual Funds, Insurance, Disability Insurance, Finance, Securities, Series 7, Extreme Tax Relief, Business Owner Solutions
Education
Osmania University 1973 — 1976
Bachelor of Arts (BA), English Literature, Psychology and Philosophy
Rosary Convent High School 1961 — 1971
Time Warner Cable December 2014 - Present
Student Nentor .org 2013 - 2014
Envision Consulting Group October 2012 - November 2013
ADP 2012 - 2013
ADP 2012 - 2013
ADP 2012 - 2013
New York Life Insurance Company January 2011 - August 2012
Verizon Wireless August 2006 - December 2010
Enterprise Rent-A-Car February 2004 - July 2006
PowerComplete, LLC June 2003 - December 2003
Skills
Account Management, Customer Service, Life Insurance, Project Planning, Sales, Interviews, Employee Relations, Product Management, Insurance, Selling, Talent Acquisition, Cold Calling, Leadership, Direct Sales, Social Media, Sales Management, Management, Training, Customer Retention, Recruiting, New Business Development, Employee Benefits, Team Building, Customer Satisfaction, Sales Operations, Team Leadership, Negotiation, Business Development, Marketing, Strategic Planning, Marketing Strategy, Social Networking, Time Management, Coaching, B2B
Education
Pace University - Lubin School of Business 1998 — 2003
Bachelors Of Business Adminsitration, Marketing Management
Thomas A. Edison, Vocational Technical School 1996 — 1998
HighSchool Diploma, Business Machine Repair
New York Life Insurance Company March 2003 - Present
Calkey Technologies May 2000 - January 2003
Skills
Agile Methodologies, Software Development, Requirements Analysis, SDLC, SQL, Software Project..., Web Services, Java Enterprise Edition, SOA, XML, .NET, C++, Business Analysis, Oracle, Entrepreneurship, Leadership
Education
University of California, Davis - Graduate School of Management 2010 — 2013
Master of Business Administration (MBA) candidate, Entrepreneurship, Strategy, Technology Management
Osmania University 1993 — 1996
Master in Computer Applications, Computer Software Engineering
J.P. Morgan September 2014 - Present
Citi Global Investigations Unit June 2014 - September 2014
Forfeiture Support Associates May 2006 - May 2014
Forfeiture Support Associates May 2005 - May 2006
New York Life Insurance Company July 2004 - May 2005
Skills
Investigations, Legal Research, Microsoft Office, Data Analysis, Westlaw, Enforcement, Research, Outlook, Legal Documents, Investigation, PACER, Lexis, AML, Criminal Investigations, Fraud, Due Diligence, Data Entry, KYC, Management, Risk Assessment, Private Investigations, Law Enforcement, Microsoft Excel, Anti Money Laundering
Education
Pace University 2011 — 2011
Certificate, Paralegal Certificate
State University of New York (SUNY) at Albany 2000 — 2004
Bachelor of Science, Economics
New York Life Insurance Company November 2013 - Present
AIG April 2011 - October 2013
Ernst & Young February 2010 - April 2011
Taproot Foundation September 2009 - November 2009
AllianceBernstein June 1996 - April 2009
White & Case September 1992 - June 1996
JP Morgan March 1985 - August 1992
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Interviews, Sourcing
Education
Pace University
MBA, Finance
New York Life Insurance Company July 2012 - Present
Bristol-Myers Squibb, New Brunswick, New Jersey December 2011 - April 2012
Mars December 2009 - February 2011
NACCO Materials Handling Group June 2009 - October 2009
Owens Corning May 2008 - March 2009
The Irvine Company January 2008 - April 2008
TruePosition August 2007 - December 2007
Various Clients June 2004 - July 2007
Skills
Business Objects, SAP R/3, ABAP, SAP BI, SAP BW, Data Migration, SAP Netweaver, SAP ERP, SD, SAP, SAP Implementation, Data Warehousing, Business Intelligence, ETL, SAP Portal, Data Modeling, ECC
Education
Osmania University 2002 — 2004
Masters, Applied Electronics
New York Life Insurance Company 2012 - Present
Bank of America Merrill Lynch September 2010 - May 2012
DataDirect Technologies September 2008 - February 2010
Merrill Lynch 1989 - 2008
Skills
Middleware, Enterprise Software, SOA, Pre-sales, DB2, Web Services, Integration, Mainframe, XML, SQL, Java
Education
Pace University 1993 — 1994
Certificate, Unix and C programming
Rutgers University 1974 — 1988
Bachelor of Arts (B.A.), Computer Science
Mela: working from home January 2009 - Present
New York Life Insurance Company January 2010 - August 2013
Hondros College of Business August 2012 - September 2013
Skills
Customer Service, Strategic Planning, Marketing Strategy, Public Speaking, Event Planning, Training, Coaching, Computer Proficiency, Phone Etiquette
Education
Owens Community College
Software Concepts & Applications/Fund of Computing Systems
University of Toledo
Business/Office Automation/Technology/Data Entry
New York Life February 2001 - Present
New York Life Insurance Company 2001 - 2012
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, Variable Products, Variable Life, Series 7, Service Delivery, Quality Control, Series 6, IRAs, SDLC
Education
Pace University
CN Wire Corporation January 2015 - Present
Accel International February 2014 - December 2014
CN Wire Corporation February 2006 - February 2014
Noble Americas January 2004 - January 2005
AIG Trading Group 2000 - 2004
New York Life Insurance Company 1999 - 2000
Skills
Pricing, Pricing Analysis, Competitive Assessment, Purchasing Negotiation, Contract Negotiation, Strategic Negotiations, Strategic Planning, Supply Chain Management, Business Strategy, Business Development, Risk Management, Sales Management, Project Management, Inventory Management, Market Research, Financial Analysis, Operations Management, New Business Development, Marketing Strategy, Business Process..., Salesforce.com, Forecasting, Negotiation, Trading, Logistics, CRM, SAP, Export, Marketing, International Business
Education
Pace University - Lubin School of Business 1994 — 1998
BA
New York Life Insurance Company VP - Marketing and Key AccountsNew York Life Insurance CompanyMay 2000 - June 2010
Education
Pace University - Lubin School of Business 1978 — 1981
MBA, Business
State University of New York College at Plattsburgh 1973 — 1977
BS, Accounting
TD Bank September 2010 - Present
New York Life Insurance Company February 2009 - September 2010
Washington Mutual March 2005 - February 2008
GMAC/RFC January 1998 - March 2005
Waterfield Financial September 1994 - April 1998
MIDCOAST MORTGAGE CORPORATION (formerly Midlantic Home Mortgage Corporation) January 1990 - January 1994
Chase Manhattan Bank 1970 - 1990
Wells Fargo Bank June 1981 - July 1982
Skills
AMP, MultiFamily Finance..., Over 25 years in..., Mortgage Banking, Credit, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, Real Estate Economics, Portfolio Management, Loan Servicing, Banking, Credit Risk, Commercial Banking, Risk Management, Asset Based Lending, Commercial Mortgages, Securitization, Financial Risk, Financial Analysis, Capital Markets, Commercial Real Estate, Finance, Loan Origination, Mortgage Lending, Real Estate, Construction Loans, Financial Services, Consumer Lending, Refinance, Real Estate Financing, Mortgage Underwriting
Education
Northwestern University 1979 — 1980
Graduated, Mortgage Banking
New York University 1977 — 1980
Certificate, Real Estate Finance
Pace University 1969 — 1971
B.A, History and Business
Pace University 1967 — 1971
BA, History& Economics
Great Lakes Credit Union, Inc. 2006 - Present
Creative Financial Partners, LLC August 2005 - Present
Ameritas Investment Corp. 2005 - Present
New York Life Insurance Company 1998 - 2005
Skills
Estate Planning, Investments, Insurance, Long-term Care, Disability Insurance, Health Insurance, Money Management, College Funding..., Budgets, FINRA, Finance, Financial Services, Securities, Retirement Planning, Series 6, Customer Service
Education
University of Toledo 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of Toledo 1986 — 1989
Bachelor of Science (BS), Administrative Services
Owens Community College 1982 — 1984
Associate of Science (A.S.), Registered Nursing/Registered Nurse
New York Life Insurance Company June 2009 - Present
Education
Pace University - Lubin School of Business 1994 — 1997
MBA, Information Systems
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Finance
Massachusetts Mutual October 2011 - February 2012
New York Life Insurance Company August 2009 - January 2010
Skills
Language Teaching, Tutoring, Strategic Financial..., Life Insurance
Education
Pace University - Lubin School of Business 1996 — 2000
Finance, finance
New York Life Insurance Company February 2009 - Present
JP Morgan Chase Bank January 2007 - January 2008
The Bank of New York January 1996 - January 2006
Union Bank of Switzerland March 1990 - August 2000
BNY Mellon 1997 - 2000
Barclays Bank, PLC January 1992 - January 1996
Barclays January 1990 - January 1992
Chase Manhattan Bank January 1987 - January 1990
Bankers Trust Company January 1974 - January 1987
Skills
Fixed Income, Portfolio Management, Mergers & Acquisitions, Financial Services, Mutual Funds, Investments, Finance, Insurance, Relationship Management, Trading, 401k, Accounting
Education
Pace University
Bachelor of Business Administration, General Business
New York Life Insurance Company July 2014 - Present
Fifth Third Bank October 2013 - July 2014
Delphi May 2013 - October 2013
TCS August 2004 - October 2013
Johnson Controls December 2012 - May 2013
Skills
Business Intelligence, Software Project..., Data Warehouse..., Database Design, Data Modeling, Master Data Management, Data Management, ETL Tools, Solution Architecture, Enterprise Architecture, Property & Casualty..., General Insurance, Workers Compensation, Erwin, Project Management, Agile Project Management, ETL, Requirements Gathering
Education
Osmania University 1997 — 2001
MTech, CSE
New York Life Insurance Company July 2013 - June 2015
Pharma September 2001 - August 2012
Skills
Oncology, Pharmaceutical Industry, Pharmaceutical Sales, Sales, Cardiology, Sales Effectiveness, Managed Care, Cancer, Biotechnology, Clinical Trials, Rheumatology, Diabetes, Lifesciences, Market Access, Urology, Hospital Sales, Gastroenterology, Endocrinology, Clinical Development, Life Insurance
Education
Pace University
Bachelor of Science (BS), Biology, General
Coventry Health Care September 2012 - Present
Bank of America April 2011 - September 2012
Extend Health August 2009 - January 2012
Health, Inc August 2009 - December 2009
Teleperformance USA May 2003 - July 2008
New York Life Insurance Company May 1998 - July 2001
Skills
I enjoy providing..., Insurance, Employee Benefits, Call Center, Health Insurance, Outlook, Customer Service, Sales, Life Insurance, Marketing, Benefits Administration, Medicare, Sales Management, Call Centers
Education
Pace University 1994 — 1998
Bachelors Business Management& Finance
Pace University 1993 — 1998
BBA, Business Management & Finance
New York Life Insurance Company January 2011 - Present
CGI December 2007 - October 2011
U.S. Marshals Service - NY/NJ Regional Fugative Task November 2004 - December 2007
Skills
Requirements Gathering, Requirements Analysis, SDLC, Business Analysis, Software Project..., SQL, Business Intelligence, Integration, Business Process, Business Process..., IT Strategy, Visio, Enterprise Architecture, Vendor Management
Education
Pace University 2000 — 2004
BA, Computer Science
Halstead Management, LLC November 2009 - Present
New York Life Insurance Company September 1987 - September 1992
Skills
Rentals, Property Management, Apartments, Leases, Condos, Real Estate, Commercial Real Estate, Contract Negotiation, Customer Service, Outlook, Sales, Marketing
Education
Pace University 1977 — 1980
Criminal Justice and Corrections
Norman Thomas 1974 — 1977
Secretarial Science
Pacific Life October 2013 - June 2015
Brinderson June 2012 - October 2013
New York Life Insurance Company June 2008 - September 2011
New York Life Insurance Company May 2005 - May 2008
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Microsoft Office, GAAP, Variance Analysis
Education
Pace University 2004 — 2008
BBA
University of Wollongong 2006 — 2006
Baptist Health (KY) December 2014 - Present
ZirMed May 2010 - January 2015
New York Life Insurance Company May 2009 - May 2010
Ideal Financial Management Ltd January 2006 - May 2009
White Lodging Services 2007 - 2009
Skills
Business Strategy, Strategic Planning, Strategic Financial..., Reporting & Analysis, Data Analysis, Database Administration, Revenue Cycle, HIPAA, Medical Coding, Team Building, Succession Planning, Analytics, Customer Service, Process Improvement, Personal Training, Strength Training, Fitness Training, Weight Training, Fitness, Endurance, Nutrition, Wellness Coaching, Nutritional Counseling, Cpr Certified, Healthcare Industry, Healthcare Information..., Leadership, Public Speaking, Sales, Training
Education
University of Louisville 2006 — 2009
Bachelor of Science (B.S.)
Owensboro Community and Technical College 2004 — 2006
Associate of Arts (A.A.)
New York Life Insurance Company 2008 - Present
New York Life Insurance Company September 2003 - December 2007
Skills
Product Development, Product Management, Project Management, Strategic Marketing, Competitive Analysis, Cross-functional Team..., Business Relationship..., Market Intelligence, Product Strategy, Sales Illustration..., Process Improvement and..., Executive Benefits..., New Business Development, Product Launch, Strategic Planning, Mutual Funds, Series 6, Financial Services, Business Analysis, Salesforce.com, Management, Marketing Strategy, Insurance, Process Improvement, Life Insurance, Sales, Investments
Education
Pace University - Lubin School of Business
Master of Business Administration, Marketing Management
State University of New York College at Oneonta
Bachelor of Science, Business-Economics
New York Life Insurance Company 2015 - Present
T3 Trading Group, LLC 2014 - 2015
JPMorgan Chase October 2007 - January 2014
Option One Mortgage 2003 - 2007
Education
Pace University - Lubin School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services, QPA 3.53
Pontificia Universidad Católica del Perú
Bachelor's degree, Industrial Engineering
New York Life Insurance Company May 2009 - Present
Delon Honda March 2003 - December 2008
Bank of America January 2001 - January 2003
Wells Fargo Bank February 2000 - January 2001
Mac's Sentry March 1980 - May 1985
United Grocers Inc. January 1983 - January 1985
Skills
Long Term Care, Disability Insurance, Term Life Insurance, Retirement Planning, IRA's, Fixed Annuities, Permanent Life Insurance, Long-term Care, A.A.R.P. Life..., Whole Life, Small Business, Long Term Care Insurance, IRAs, Insurance, Life Insurance, Investments, Universal Life, Retirement
Education
Oregon State University
New York Life Insurance Company Business Solutions ConsultantING US FinancialsFebruary 2007 - November 2009
E & Y September 1999 - September 2003
IBM Corporation - T.J. Watson Research Center June 1984 - May 1993
Readers Digest Association September 1980 - May 1984
Education
Pace University - Lubin School of Business
MBA, Accounting, CPA Track
Purchase College, SUNY
BA, Sociology/Psychology
New York Life Insurance Company March 2010 - Present
Skills
SDLC, Business Analysis, SQL, Enterprise Architecture, Requirements Analysis, SOA, Agile Methodologies, Requirements Gathering, Microsoft SQL Server, Disaster Recovery, Visio, Unix, Software Project..., Web Services, SharePoint, Databases, IT Strategy, Solution Architecture, Software Development
Education
Pace University 1992 — 1995
Ms, Information system
New York Life Insurance Company December 2004 - Present
Presidential Life February 1981 - December 2004
Education
Pace University
Bachelors, Business Administration
New York Life Insurance Company January 2011 - Present
Verizon Wireless August 2006 - December 2010
Enterprise Rent-A-Car February 2003 - June 2006
Education
Pace University - Lubin School of Business 1998 — 2003
Bachelors In Business Administration, Marketing Management
Thomas A. Edison Vocational Technical 1995 — 1998
High School Diploma, Business Machine Repair
Bovie Medical Corporation August 2014 - Present
Taro Pharmaceuticals February 2014 - August 2014
New York Life Insurance Company July 2013 - January 2014
CompuCom January 2013 - July 2013
PepsiCo December 2009 - January 2013
QTG Pepsico Division January 2008 - June 2009
Cadbury scheweppes americas beverage September 2006 - November 2007
Cadbury Schweppes Americas Beverages (formerly Snapple Beverage Group) May 2004 - September 2006
Cadbury Schweppes Americas Beverages (formerly Snapple Beverage Group) May 2002 - May 2004
Cadbury Schweppes Americas Beverages (formerly Snapple Beverage Group) June 2000 - May 2002
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, SAP, Microsoft Excel, Financial Modeling, Variance Analysis, Hyperion Enterprise, Accounting, Process Improvement, Essbase, Strategic Planning, Pricing, Analysis, Income Statement, Cost Accounting, PowerPoint, Strategic Financial..., Microsoft Office
Education
Pace University 1997 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Herbert Lehman College - CUNY
Bachelor of Science (B.S.), Accounting
New York Life Insurance Company May 1998 - Present
Otis Elevator Company May 1990 - December 1997
Silverstein Properties, Inc. 1988 - May 1990
Skills
Microsoft Office, Leadership, Sales, Research, Customer Service, Financial Analysis, Investments, Finance, Marketing, Public Speaking
Education
Pace University 1976 — 1982
Bachelor of Business Administration (BBA), General Business - Marketing
Pace University - Lubin School of Business 1976 — 1982
Bachelor of Business Administration (BBA), Marketing
New York Life Insurance Company October 1979 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Insurance, Leadership, Data Analysis, Access, Strategic Planning, Event Management
Education
Pace University 1987 — 1989
Master of Business Administration (MBA), Management Information Systems, General
State University of New York College at Oswego 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Business/Economics
New York Life Insurance Company
Skills
Fixed Annuities, Retirement, Financial Analysis, Project Management, US GAAP reporting, SOX Compliancy, Statutory Accounting, Managing Meetings, Retirement Planning, Roth IRA
Education
Pace University
Pace University - Lubin School of Business
Westchester Community College 2005 - Present
New York Life Insurance Company June 1987 - 1998
Education
Cornell University
Bachelor of Science
Pace University - Lubin School of Business
International Business
The American College
CLU, ChFC, Chartered Life Underwriter; Chartered Financial Consultant
Westchester Community College
Accounting
New York Life Insurance Company April 2014 - Present
APG Asset Management May 2007 - March 2014
Citi August 2004 - April 2007
Lehman Brothers December 1998 - July 2004
Skills
Financial Reporting, Internal Controls, Hedge Funds, Risk Management, Financial Analysis, Strategic Financial..., Data Research, Compliance, Banking, Business Process, Credit, Credit Risk, Executive Management, Finance, Financial Markets, Portfolio Management, Strategy
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), Financial Management
University of North Carolina at Chapel Hill 1994 — 1998
Finance, General
New York Life Insurance Company 2012 - Present
UBS Wealth Management January 2001 - September 2006
Skills
Leadership, Insurance, Risk Management, Financial Analysis, Customer Service, Business Analysis, Investments, Financial Services, Financial Planning, Finance, Business Development, Team Building, Microsoft Office, Business Strategy, Analysis, Mutual Funds, Life Insurance, Program Management, Business Planning, Wealth Management, Public Speaking, Fixed Annuities, Change Management, Marketing Strategy, Securities, Financial Modeling, Retirement Planning, Asset Management, Operations Management, Cross-functional Team..., Series 7,63, 24, 53
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA), Financial Management
Long Island University/ C.W. Post