New York Life Insurance Company
Description
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.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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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
Employee
Years
Job
Industry
Ashley Hughes Ashley Hughes's New York Life Insurance Company Experience September 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
RE/MAX May 2008 - August 2008
Skills
Disability Insurance, Employee Benefits, Finance, Fixed Annuities, Health Insurance, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Small Business, Strategic Financial..., Long Term Care Insurance, Retirement Planning, Term Life Insurance, Pensions, Customer Service, Financial Services, IRAs, Sales
Education
Penn State University 2006 — 2010
Bachelor's Degree, Finance, International Studies
Richmond, The American International University in London 2009 — 2009
Art History, Mythology, Italian, Baroque Architecture
Garnet Valley High School 2002 — 2006
New York Life Insurance Company September 2010 - Present
RE/MAX May 2008 - August 2008
Skills
Disability Insurance, Employee Benefits, Finance, Fixed Annuities, Health Insurance, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Small Business, Strategic Financial..., Long Term Care Insurance, Retirement Planning, Term Life Insurance, Pensions, Customer Service, Financial Services, IRAs, Sales
Education
Penn State University 2006 — 2010
Bachelor's Degree, Finance, International Studies
Richmond, The American International University in London 2009 — 2009
Art History, Mythology, Italian, Baroque Architecture
Garnet Valley High School 2002 — 2006
Sarah Arif Sarah Arif's New York Life Insurance Company Experience December 2011 - May 2012
Job Immunization Sales Associate at GlaxoSmithKline
Industry Pharmaceuticals
Experience
New York Life Insurance Company December 2011 - May 2012
Abington Memorial Hospital June 2011 - August 2011
Information Television Network September 2009 - December 2009
Wells Fargo September 2008 - March 2009
Salvation Army September 2006 - September 2008
Skills
CRM, Training, Management, Program Management, Healthcare, Analysis, Social Media, Sales, Strategic Partnerships, Hospitals, Pharmaceutical Industry, Facebook, Human Resources, Medicine, Market Research
Education
University of the Sciences in Philadelphia 2010 — 2012
MBA, Health Care and Pharmaceuticals
Penn State University 2006 — 2009
Bachelors, Marketing and Management
New York Life Insurance Company December 2011 - May 2012
Abington Memorial Hospital June 2011 - August 2011
Information Television Network September 2009 - December 2009
Wells Fargo September 2008 - March 2009
Salvation Army September 2006 - September 2008
Skills
CRM, Training, Management, Program Management, Healthcare, Analysis, Social Media, Sales, Strategic Partnerships, Hospitals, Pharmaceutical Industry, Facebook, Human Resources, Medicine, Market Research
Education
University of the Sciences in Philadelphia 2010 — 2012
MBA, Health Care and Pharmaceuticals
Penn State University 2006 — 2009
Bachelors, Marketing and Management
Mona Zhang Mona Zhang's New York Life Insurance Company Experience August 2009 - August 2010
Job Dental Assistant at Larry C Tuan Inc
Industry Medical Practice
Experience
Larry C Tuan Inc February 2015 - Present
Huang Memorial Dental Clinic December 2014 - March 2015
Riparian Invasion Research Laboratory July 2013 - December 2014
Theater and Dance Department, University of California Santa Barbara September 2012 - September 2013
New York Life Insurance Company August 2009 - August 2010
Private January 2008 - January 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Public Speaking, Cell Culture, Teamwork, Data Entry, Customer Service, Teaching, Science, Laboratory, Gel Electrophoresis
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (BA), Biological Sciences
Pasadena City College 2009 — 2012
Associate of Arts (AA), Natural Sciences
Larry C Tuan Inc February 2015 - Present
Huang Memorial Dental Clinic December 2014 - March 2015
Riparian Invasion Research Laboratory July 2013 - December 2014
Theater and Dance Department, University of California Santa Barbara September 2012 - September 2013
New York Life Insurance Company August 2009 - August 2010
Private January 2008 - January 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Statistics, Public Speaking, Cell Culture, Teamwork, Data Entry, Customer Service, Teaching, Science, Laboratory, Gel Electrophoresis
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (BA), Biological Sciences
Pasadena City College 2009 — 2012
Associate of Arts (AA), Natural Sciences
Robert Theisen Robert Theisen's New York Life Insurance Company Experience January 2013 - Present
Job Licensed Agent with New York Life helping those with something to protect.
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
Gress Institute 1999 - January 2013
GCC/IBT September 2002 - January 2012
Gress Institute September 1994 - September 1999
Skills
Insurance, Protection..., Retirement Planning, Retirement, Wealth Preservation..., Asset Protection, Life Insurance, 401k Rollovers, Annuity Sales, Analysis, Protection Pl, Small Business, Key Person Protection, Succession Planning, Leadership, Project Management, Multi-generational..., Multi-generational..., Program Management, Leadership Development, Training, Staff Development, Policy, Estate Planning, Resume Writing, Government, Time Management, Gifting Strategies, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Communication, Multitasking Skills, Thought Leadership
Education
Strayer University-Pennsylvania 2010 — 2013
MBA
Temple University 1994 — 1997
B.S., Education
Penn State University 1989 — 1994
Engineering
Central High School
New York Life Insurance Company January 2013 - Present
Gress Institute 1999 - January 2013
GCC/IBT September 2002 - January 2012
Gress Institute September 1994 - September 1999
Skills
Insurance, Protection..., Retirement Planning, Retirement, Wealth Preservation..., Asset Protection, Life Insurance, 401k Rollovers, Annuity Sales, Analysis, Protection Pl, Small Business, Key Person Protection, Succession Planning, Leadership, Project Management, Multi-generational..., Multi-generational..., Program Management, Leadership Development, Training, Staff Development, Policy, Estate Planning, Resume Writing, Government, Time Management, Gifting Strategies, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Communication, Multitasking Skills, Thought Leadership
Education
Strayer University-Pennsylvania 2010 — 2013
MBA
Temple University 1994 — 1997
B.S., Education
Penn State University 1989 — 1994
Engineering
Central High School
Shawn Phillippe's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
New York Life 2014 - 2015
New York Life 2014 - 2015
US Department of Defense May 2011 - November 2013
Pala Fire Department January 2007 - October 2008
United States Army Reserve September 2003 - September 2006
Providers Financial January 2003 - September 2003
Copier Concepts January 2002 - June 2002
U.S. Marine Corps July 1997 - July 2001
Skills
Retirement Planning, Estate Planning, Long Term Care Insurance, Fixed Annuities, Insurance, Leadership, Life Insurance, Long-term Care, Military, Microsoft Office, Customer Service, Financial Planning, Management, Program Management, Team Building, Analysis, Public Speaking
Education
Palomar College 2006 — 2009
Fire Technology / Emergency Preparedness
University of Phoenix 2003 — 2003
None, General Studies
Waconia High School 1995 — 1997
High School Diploma, General
New York Life Insurance Company January 2014 - Present
New York Life 2014 - 2015
New York Life 2014 - 2015
US Department of Defense May 2011 - November 2013
Pala Fire Department January 2007 - October 2008
United States Army Reserve September 2003 - September 2006
Providers Financial January 2003 - September 2003
Copier Concepts January 2002 - June 2002
U.S. Marine Corps July 1997 - July 2001
Skills
Retirement Planning, Estate Planning, Long Term Care Insurance, Fixed Annuities, Insurance, Leadership, Life Insurance, Long-term Care, Military, Microsoft Office, Customer Service, Financial Planning, Management, Program Management, Team Building, Analysis, Public Speaking
Education
Palomar College 2006 — 2009
Fire Technology / Emergency Preparedness
University of Phoenix 2003 — 2003
None, General Studies
Waconia High School 1995 — 1997
High School Diploma, General
Audra Gillis's New York Life Insurance Company Experience May 1998 - August 1998
Job Program Manager of Corporate Health & Fitness Center at Health Fitness Corporation @ GE HQ
Industry Health, Wellness and Fitness
Experience
Health Fitness Corporation May 2007 - Present
Health Fitness Corporation @ GE HQ July 1999 - Present
Sacred Heart University July 2012 - July 2015
Williamsport YMCA January 1999 - May 1999
New York Life Insurance Company May 1998 - August 1998
Skills
Fitness, Exercise Physiology, Boot Camp, Circuit Training, Weight Management, Spinning, Fitness Training, Wellness Coaching, Pre/Post Natal Exercise, Certified Ergonomic..., Flexibility Training, Group Class Instructor, Zumba, Cardio Kickboxing, BOSU, Stability Ball, Step
Education
Penn State University 1995 — 1999
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Kinesiology
Commack High School 1991 — 1995
Health Fitness Corporation May 2007 - Present
Health Fitness Corporation @ GE HQ July 1999 - Present
Sacred Heart University July 2012 - July 2015
Williamsport YMCA January 1999 - May 1999
New York Life Insurance Company May 1998 - August 1998
Skills
Fitness, Exercise Physiology, Boot Camp, Circuit Training, Weight Management, Spinning, Fitness Training, Wellness Coaching, Pre/Post Natal Exercise, Certified Ergonomic..., Flexibility Training, Group Class Instructor, Zumba, Cardio Kickboxing, BOSU, Stability Ball, Step
Education
Penn State University 1995 — 1999
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Kinesiology
Commack High School 1991 — 1995
Patricia Spaulding's New York Life Insurance Company Experience February 2014 - Present
Job Dedicated Agent with New York Life Insurance Company helping people build, protect and preserve their assets.
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Orange County Post September 2012 - December 2013
Pepsi Bottling Company (PBG) 1997 - 2000
PepsiCo, Inc. January 1988 - February 1997
Skills
Life Insurance, Annuity Sales, Key Person Insurance, Retirement Planning, Grandchild Gifting, Supplement to Employee...
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1988
Bachelor's degree, Management Information Systems
Orange County Community College/Middletown, NY 1984 — 1986
Associate's degree, Data Processing
Cornwall Central High School
New York Life Insurance Company February 2014 - Present
Orange County Post September 2012 - December 2013
Pepsi Bottling Company (PBG) 1997 - 2000
PepsiCo, Inc. January 1988 - February 1997
Skills
Life Insurance, Annuity Sales, Key Person Insurance, Retirement Planning, Grandchild Gifting, Supplement to Employee...
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1988
Bachelor's degree, Management Information Systems
Orange County Community College/Middletown, NY 1984 — 1986
Associate's degree, Data Processing
Cornwall Central High School
Taner Gokce Taner Gokce's New York Life Insurance Company Experience June 2014 - Present
Job NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company June 2014 - Present
Suffolk University Law School November 2013 - May 2014
Massachusetts Department of Public Health September 2012 - June 2013
Massachusetts Executive Office of Health and Human Services June 2012 - August 2012
Law Offices of J.P. Story November 2011 - April 2012
Massachusetts House of Representatives May 2011 - December 2011
Corinthian Yacht Club June 2005 - August 2011
Club Z In-Home Tutoring Services February 2010 - June 2010
Skills
Financial Services, Retirement Planning, IRA Rollovers, 401k Rollovers, Estate Planning, Education Funding..., Public Speaking, Wealth Preservation..., Supplements to Employee..., Lifetime Income..., Protection...
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (J.D.)
Penn State University 2005 — 2009
B.A., History, Economics
Marblehead High School 2001 — 2005
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company June 2014 - Present
Suffolk University Law School November 2013 - May 2014
Massachusetts Department of Public Health September 2012 - June 2013
Massachusetts Executive Office of Health and Human Services June 2012 - August 2012
Law Offices of J.P. Story November 2011 - April 2012
Massachusetts House of Representatives May 2011 - December 2011
Corinthian Yacht Club June 2005 - August 2011
Club Z In-Home Tutoring Services February 2010 - June 2010
Skills
Financial Services, Retirement Planning, IRA Rollovers, 401k Rollovers, Estate Planning, Education Funding..., Public Speaking, Wealth Preservation..., Supplements to Employee..., Lifetime Income..., Protection...
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (J.D.)
Penn State University 2005 — 2009
B.A., History, Economics
Marblehead High School 2001 — 2005
Jerry Fischer Jerry Fischer's New York Life Insurance Company Experience December 2010 - December 2014
Job Insurance Advisor at Furturity First Insurance Group
Industry Insurance
Experience
Futurity First December 2014 - Present
Furturity First Insurance Group December 2014 - Present
New York Life Insurance Company December 2010 - December 2014
Combined Insurance Company January 2009 - September 2010
Charter Media January 2005 - August 2008
Skills
Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Customer Service, Fixed Annuities, Team Building, Public Speaking, Sales Management, Account Management, Public Relations, Coaching, Employee Benefits, Social Media, Problem Solving, Strategic Planning, Marketing Strategy, Budgets, Microsoft Office, Microsoft Excel, Life Insurance, LTC, Listener, Event Planning, New Business Development, Small Business, Licensed Life Insurance..., Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Pacific University 1983 — 1987
BA, Telecommunications
Hidden Valley High School, Oregon 1979 — 1982
Futurity First December 2014 - Present
Furturity First Insurance Group December 2014 - Present
New York Life Insurance Company December 2010 - December 2014
Combined Insurance Company January 2009 - September 2010
Charter Media January 2005 - August 2008
Skills
Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Customer Service, Fixed Annuities, Team Building, Public Speaking, Sales Management, Account Management, Public Relations, Coaching, Employee Benefits, Social Media, Problem Solving, Strategic Planning, Marketing Strategy, Budgets, Microsoft Office, Microsoft Excel, Life Insurance, LTC, Listener, Event Planning, New Business Development, Small Business, Licensed Life Insurance..., Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Pacific University 1983 — 1987
BA, Telecommunications
Hidden Valley High School, Oregon 1979 — 1982
Ana Paula Godinho Ana Paula Godinho's New York Life Insurance Company Experience January 2012 - April 2012
Job Administrative Assistant at BlueMountain Capital Group
Industry Medical Devices
Experience
BlueMountain Capital Management March 2015 - Present
Notary Public/ Certified Signing Agent November 2014 - Present
Dental Associates of Bayonne August 2014 - November 2014
Sleep Circle May 2013 - June 2014
Grill Dental October 2013 - December 2013
Spinal and Head Trauma Association June 2012 - September 2012
New York Life Insurance Company January 2012 - April 2012
Stewart's Root Beer September 2005 - January 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Customer Service, Sales, Social Networking, Leadership, Social Media, Research, Healthcare, Bilingual-English/Spanis..., Bilingual- English/..., Google Docs, Google+, Google Apps, Google Earth, Google Maps, Customer Satisfaction, Customer Retention, Durable Medical..., Oxygen Therapy, Sleep Apnea, Obstructive Sleep Apnea, Health Insurance, Dental Care, Dental Assisting, Dental Surgery, Dental Software, Dental Insurance, Dental Restoration, Dropbox, Android, Google Calendar, Marketing, Social Media Marketing, Digital Marketing, Management, Time Management, Public Speaking, Event Planning, Teamwork, Team Leadership
Education
New Jersey School of Dental Assisting 2013 — 2013
Certified Dental Assistant
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Psychology with Neuroscience, Biology
David Brearley High School 2003 — 2007
Graduated top 25 in class
BlueMountain Capital Management March 2015 - Present
Notary Public/ Certified Signing Agent November 2014 - Present
Dental Associates of Bayonne August 2014 - November 2014
Sleep Circle May 2013 - June 2014
Grill Dental October 2013 - December 2013
Spinal and Head Trauma Association June 2012 - September 2012
New York Life Insurance Company January 2012 - April 2012
Stewart's Root Beer September 2005 - January 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, Customer Service, Sales, Social Networking, Leadership, Social Media, Research, Healthcare, Bilingual-English/Spanis..., Bilingual- English/..., Google Docs, Google+, Google Apps, Google Earth, Google Maps, Customer Satisfaction, Customer Retention, Durable Medical..., Oxygen Therapy, Sleep Apnea, Obstructive Sleep Apnea, Health Insurance, Dental Care, Dental Assisting, Dental Surgery, Dental Software, Dental Insurance, Dental Restoration, Dropbox, Android, Google Calendar, Marketing, Social Media Marketing, Digital Marketing, Management, Time Management, Public Speaking, Event Planning, Teamwork, Team Leadership
Education
New Jersey School of Dental Assisting 2013 — 2013
Certified Dental Assistant
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Psychology with Neuroscience, Biology
David Brearley High School 2003 — 2007
Graduated top 25 in class
Christine Schader CFP® , ChFC®, CLTC, LUTCF Christine Schader CFP® , ChFC®, CLTC, LUTCF's New York Life Insurance Company Experience November 2006 - Present
Job Owner The Financial Wealth & Wellness Center helping you achieve your financial goals, dreams & desires.
Industry Financial Services
Experience
The Financial Wealth & Wellness Center January 2012 - Present
New York Life Insurance Company November 2006 - Present
Real Estate Broker August 2003 - October 2006
Personal and Professional Coaching September 1995 - September 2003
Skills
Insurance, 401k Rollovers, Estate Planning, Wealth Preservation..., Annuity Sales, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Protection..., Asset Protection, Building Relationships, CLTC, Life Insurance, Financial Services, Personal Finance, Retirement Planning, Seminar Marketing, Succession Planning, Securities, Protection...
Education
Pacific Union College
Bachelor's degree, Education
The Financial Wealth & Wellness Center January 2012 - Present
New York Life Insurance Company November 2006 - Present
Real Estate Broker August 2003 - October 2006
Personal and Professional Coaching September 1995 - September 2003
Skills
Insurance, 401k Rollovers, Estate Planning, Wealth Preservation..., Annuity Sales, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Protection..., Asset Protection, Building Relationships, CLTC, Life Insurance, Financial Services, Personal Finance, Retirement Planning, Seminar Marketing, Succession Planning, Securities, Protection...
Education
Pacific Union College
Bachelor's degree, Education
Katy Cunningham's New York Life Insurance Company Experience 2011 - 2012
Job Recruiter at Exact Recruiting Solutions / Home Health Care and Hospice
Industry Staffing and Recruiting
Experience
Exact Recruiting Solutions, Inc 2014 - Present
Young Days Child Development Center 2007 - 2014
New York Life Insurance Company 2011 - 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1995 - 2000
Munich American Reassurance Company 1992 - 1994
Skills
Recruiting, Human Resources, Leadership, Employee Benefits, Coaching, Onboarding, Employee Relations, Training, Talent Management, Leadership Development, Business Planning, Insurance, College Recruiting, Talent Acquisition, HRIS, PowerPoint, Performance Appraisal, Microsoft Word, Microsoft Excel, Microsoft Office, Exit Interviews, Interviewing Skills, Performance Management, Community Outreach, Temporary Staffing, Permanent Staffing, Supervisory Skills, Hiring, Personnel Records, Confidentiality, Healthcare Staffing, Executive Staffing, LinkedIn Recruiter, Interview Preparation, Client Relations, Team Building
Education
Penn State University
BS, Labor and Industrial Relations
Exact Recruiting Solutions, Inc 2014 - Present
Young Days Child Development Center 2007 - 2014
New York Life Insurance Company 2011 - 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1995 - 2000
Munich American Reassurance Company 1992 - 1994
Skills
Recruiting, Human Resources, Leadership, Employee Benefits, Coaching, Onboarding, Employee Relations, Training, Talent Management, Leadership Development, Business Planning, Insurance, College Recruiting, Talent Acquisition, HRIS, PowerPoint, Performance Appraisal, Microsoft Word, Microsoft Excel, Microsoft Office, Exit Interviews, Interviewing Skills, Performance Management, Community Outreach, Temporary Staffing, Permanent Staffing, Supervisory Skills, Hiring, Personnel Records, Confidentiality, Healthcare Staffing, Executive Staffing, LinkedIn Recruiter, Interview Preparation, Client Relations, Team Building
Education
Penn State University
BS, Labor and Industrial Relations
Thomas A. D'Elia, MBA, CLF Thomas A. D'Elia, MBA, CLF's New York Life Insurance Company Experience 2004 - 2011
Job President/CEO at D'Elia Financial Group, LLC, A Member of the MassMutual Financial Group
Industry Financial Services
Experience
D'Elia Financial Group, LLC, A Member of the MassMutual Financial Group 2012 - Present
New York Life Insurance Company 2004 - 2011
MetLife 1999 - 2004
MetLife 1995 - 1999
MetLife 1990 - 1995
MetLife 1987 - 1990
Skills
Retirement Planning, Fixed Annuities, Management, Strategic Financial..., Sales, Investments, Retirement, Insurance
Education
Pace University - Lubin School of Business
MBA, Marketing
Wagner College
BS, Business Administration
Xaverian High School
D'Elia Financial Group, LLC, A Member of the MassMutual Financial Group 2012 - Present
New York Life Insurance Company 2004 - 2011
MetLife 1999 - 2004
MetLife 1995 - 1999
MetLife 1990 - 1995
MetLife 1987 - 1990
Skills
Retirement Planning, Fixed Annuities, Management, Strategic Financial..., Sales, Investments, Retirement, Insurance
Education
Pace University - Lubin School of Business
MBA, Marketing
Wagner College
BS, Business Administration
Xaverian High School
Paul Zuber Paul Zuber's New York Life Insurance Company Experience August 2011 - Present
Job FInancial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
Morsch Engineering June 2003 - April 2008
Skills
401k Rollovers, IRAs, Roth IRA, Wealth Accumulation, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Retirement, Variable Annuities, 401k, Long-term Care, Universal Life
Education
Cal State Monterey 2009 — 2011
Bachelor of Arts (B.A.), Human Communications
Pasadena City College 2007 — 2008
Associate of Arts (A.A.), Communication and Media Studies
New York Life Insurance Company August 2011 - Present
Morsch Engineering June 2003 - April 2008
Skills
401k Rollovers, IRAs, Roth IRA, Wealth Accumulation, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Retirement, Variable Annuities, 401k, Long-term Care, Universal Life
Education
Cal State Monterey 2009 — 2011
Bachelor of Arts (B.A.), Human Communications
Pasadena City College 2007 — 2008
Associate of Arts (A.A.), Communication and Media Studies
Chad Akselrad's New York Life Insurance Company Experience January 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Independent Insurance Agent May 2012 - January 2013
Navy Federal Credit Union April 2011 - March 2012
Wells Fargo September 2010 - April 2011
PNC September 2009 - September 2010
Telerx March 2009 - August 2009
The Edcomm Group Banker's Academy May 2008 - September 2008
TD January 2006 - May 2008
T-Mobile August 2004 - January 2006
Skills
Retirement, Fixed Annuities, Retirement Planning, Customer Service, Investments, Sales, Estate Planning, 401k Rollovers, Licensed Life Insurance..., Small Business, Asset Protection, Time Management, Life Insurance, Annuity Sales, Succession Planning, Wealth Preservation..., Microsoft Office, Key Person Protection, Multi-generational..., Protection..., Thought Leadership, Gifting Strategies, Legacies, Multi-generational..., Multi-tasking Skills, Licensed in Long Term..., Variable Annuities, Whole Life Insurance, Term Life Insurance, Universal Life, Personal Finance, Risk Management, Lifetime Income..., Education Funding..., Employee Benefits, Public Speaking, New Business Development, Communication, Customer Retention, Training
Education
Pennsylvania State University-Penn State Abington 2002 — 2006
Bachelor of Arts (B.A.), Corporate Communication
Council Rock High School 1999 — 2002
Diploma, General Studies
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Independent Insurance Agent May 2012 - January 2013
Navy Federal Credit Union April 2011 - March 2012
Wells Fargo September 2010 - April 2011
PNC September 2009 - September 2010
Telerx March 2009 - August 2009
The Edcomm Group Banker's Academy May 2008 - September 2008
TD January 2006 - May 2008
T-Mobile August 2004 - January 2006
Skills
Retirement, Fixed Annuities, Retirement Planning, Customer Service, Investments, Sales, Estate Planning, 401k Rollovers, Licensed Life Insurance..., Small Business, Asset Protection, Time Management, Life Insurance, Annuity Sales, Succession Planning, Wealth Preservation..., Microsoft Office, Key Person Protection, Multi-generational..., Protection..., Thought Leadership, Gifting Strategies, Legacies, Multi-generational..., Multi-tasking Skills, Licensed in Long Term..., Variable Annuities, Whole Life Insurance, Term Life Insurance, Universal Life, Personal Finance, Risk Management, Lifetime Income..., Education Funding..., Employee Benefits, Public Speaking, New Business Development, Communication, Customer Retention, Training
Education
Pennsylvania State University-Penn State Abington 2002 — 2006
Bachelor of Arts (B.A.), Corporate Communication
Council Rock High School 1999 — 2002
Diploma, General Studies
Antonella Di Felice's New York Life Insurance Company Experience June 2014 - Present
Job Director of Recruiting at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company 2012 - 2014
Skills
Talent Acquisition, Recruiting, Financial Recruiting, College Recruiting, Sales Recruitment, Problem Solving, Interviewing Skills, Communication, Relationship Building, Relationship Management, Events Coordination, Interview Preparation, Fixed Annuities, Long-term Care, Life Insurance, Retirement Planning, Insurance, College Savings Plans, Estate Planning, Employee Benefits, Long Term Care Insurance, Retirement Savings, Disability Insurance, Whole Life, Universal Life, Term Life Insurance, Financial Advisory, Permanent Life Insurance, Key Person Insurance, Buy-sell Agreements, Wealth Accumulation, Education Funding, Strategic Financial...
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Biobehavioral Health
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company 2012 - 2014
Skills
Talent Acquisition, Recruiting, Financial Recruiting, College Recruiting, Sales Recruitment, Problem Solving, Interviewing Skills, Communication, Relationship Building, Relationship Management, Events Coordination, Interview Preparation, Fixed Annuities, Long-term Care, Life Insurance, Retirement Planning, Insurance, College Savings Plans, Estate Planning, Employee Benefits, Long Term Care Insurance, Retirement Savings, Disability Insurance, Whole Life, Universal Life, Term Life Insurance, Financial Advisory, Permanent Life Insurance, Key Person Insurance, Buy-sell Agreements, Wealth Accumulation, Education Funding, Strategic Financial...
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Biobehavioral Health
Bill Hulbert Bill Hulbert's New York Life Insurance Company Experience May 2014 - August 2014
Job Strategic Planning Assistant at Generator Media + Analytics
Industry Marketing and Advertising
Experience
Generator Media + Analytics August 2015 - Present
Generator Media + Analytics (formerly Gotham Direct) 2015 - August 2015
New York Life Insurance Company May 2014 - August 2014
On The Border May 2013 - August 2013
Wilmar Industries, a Goldman-Sachs Company May 2013 - August 2013
Skills
PowerPoint, Photography, Photoshop, Microsoft Word, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Leadership, Public Speaking, Facebook, Research, Social Networking
Education
Penn State University 2011 — 2015
Bachelor of Science (BS) in Marketing, Senior
Institute for the International Education of Students: Paris 2014 — 2014
Business and International Affairs
Generator Media + Analytics August 2015 - Present
Generator Media + Analytics (formerly Gotham Direct) 2015 - August 2015
New York Life Insurance Company May 2014 - August 2014
On The Border May 2013 - August 2013
Wilmar Industries, a Goldman-Sachs Company May 2013 - August 2013
Skills
PowerPoint, Photography, Photoshop, Microsoft Word, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Leadership, Public Speaking, Facebook, Research, Social Networking
Education
Penn State University 2011 — 2015
Bachelor of Science (BS) in Marketing, Senior
Institute for the International Education of Students: Paris 2014 — 2014
Business and International Affairs
Michael Marrone's New York Life Insurance Company Experience April 2014 - Present
Job Brokerage Operations Analyst at New York Life
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
Sound Wealth Financial Group October 2013 - April 2014
AXA Advisors September 2012 - January 2013
HFZ Capital Group May 2012 - August 2012
HFZ Capital Group May 2011 - August 2011
Construction & Realty Services Group, Inc. August 2009 - August 2010
PABCO Construction October 2008 - August 2009
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Risk Management, Business Strategy, Financial Analysis, Financial Reporting, MS Excel Pivot Tables, Management, Finance, Market Research, Insurance, Investments, Sales, Microsoft Office, PowerPoint, Time Management, Leadership, Microsoft Word
Education
Pace University - Lubin School of Business 2010 — 2013
BBA in Finance, Minors in Quantitative Business Analysis & Business Management, GPA: 3.7/4.0
New York Life Insurance Company April 2014 - Present
Sound Wealth Financial Group October 2013 - April 2014
AXA Advisors September 2012 - January 2013
HFZ Capital Group May 2012 - August 2012
HFZ Capital Group May 2011 - August 2011
Construction & Realty Services Group, Inc. August 2009 - August 2010
PABCO Construction October 2008 - August 2009
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Risk Management, Business Strategy, Financial Analysis, Financial Reporting, MS Excel Pivot Tables, Management, Finance, Market Research, Insurance, Investments, Sales, Microsoft Office, PowerPoint, Time Management, Leadership, Microsoft Word
Education
Pace University - Lubin School of Business 2010 — 2013
BBA in Finance, Minors in Quantitative Business Analysis & Business Management, GPA: 3.7/4.0
Lel Arandela, LUTCF, ChFC, CLU, CASL Lel Arandela, LUTCF, ChFC, CLU, CASL's New York Life Insurance Company Experience February 1996 - Present
Job Financial Adviser at Eagle Strategies LLC, a Registered Investment Advisor & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC, a Registered Investment Advisor February 2012 - Present
New York Life Insurance Company February 1996 - Present
NYLIFE Securities LLC 1996 - Present
Skills
Retirement Planning, Estate Planning, Small Business, Licensed Life Insurance..., Annuity Sales, 401(K) rollovers, Licensed in Long Term..., Key Person Protection, Investments, Asset Protection, Succession Planning, Protection..., Gifting Strategies, Wealth Preservation..., Multi-tasking Skills, Time Management, Legacies, Multi generational...
Education
University of Santo Tomas 1972 — 1976
BA, Economics, Cum Laude
University of the Philippines
Women in Development
Eagle Strategies LLC, a Registered Investment Advisor February 2012 - Present
New York Life Insurance Company February 1996 - Present
NYLIFE Securities LLC 1996 - Present
Skills
Retirement Planning, Estate Planning, Small Business, Licensed Life Insurance..., Annuity Sales, 401(K) rollovers, Licensed in Long Term..., Key Person Protection, Investments, Asset Protection, Succession Planning, Protection..., Gifting Strategies, Wealth Preservation..., Multi-tasking Skills, Time Management, Legacies, Multi generational...
Education
University of Santo Tomas 1972 — 1976
BA, Economics, Cum Laude
University of the Philippines
Women in Development
Carl Rosenberger Carl Rosenberger's New York Life Insurance Company Experience June 2012 - December 2012
Job Sales Coordinator of Business Weekly at Reading Eagle Company
Industry Newspapers
Experience
Reading Eagle Company December 2012 - Present
New York Life Insurance Company June 2012 - December 2012
Lamar Advertising Reading, PA September 2010 - June 2011
Comcast Spotlight June 2008 - September 2010
ClearChannel Communications WRFY-FM Y102 December 2006 - January 2008
La-Z-Boy Furniture Galleries/RFG Enterprises October 1992 - January 2007
Skills
Salesforce.com, Marketing, Advertising, Email Marketing, Sales Management, B2B, Marketing Communications, Event Planning, Social Media Marketing, Sales, Online Advertising, Direct Marketing, Public Relations, Social Networking, Digital Media, Account Management
Education
Penn State University 1977 — 1981
BA, Communications
Nativity BVM High School 1973 — 1977
Reading Eagle Company December 2012 - Present
New York Life Insurance Company June 2012 - December 2012
Lamar Advertising Reading, PA September 2010 - June 2011
Comcast Spotlight June 2008 - September 2010
ClearChannel Communications WRFY-FM Y102 December 2006 - January 2008
La-Z-Boy Furniture Galleries/RFG Enterprises October 1992 - January 2007
Skills
Salesforce.com, Marketing, Advertising, Email Marketing, Sales Management, B2B, Marketing Communications, Event Planning, Social Media Marketing, Sales, Online Advertising, Direct Marketing, Public Relations, Social Networking, Digital Media, Account Management
Education
Penn State University 1977 — 1981
BA, Communications
Nativity BVM High School 1973 — 1977
Chace A Caruso's New York Life Insurance Company Experience June 2011 - June 2012
Job Director, Strategic Accounts – Banking & Financial Division
Industry Translation and Localization
Experience
TransPerfect January 2013 - Present
New York Life Insurance Company June 2011 - June 2012
Skills
Marketing, Public Speaking, Microsoft Office, Sales, Insurance, Banking, Account Management
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Speech Communication and Rhetoric
TransPerfect January 2013 - Present
New York Life Insurance Company June 2011 - June 2012
Skills
Marketing, Public Speaking, Microsoft Office, Sales, Insurance, Banking, Account Management
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Speech Communication and Rhetoric
William Binczak William Binczak's New York Life Insurance Company Experience November 2010 - 2011
Job Director of Sales at South Italy Imports
Industry Wine and Spirits
Experience
South Italy Imports 2011 - Present
New York Life Insurance Company November 2010 - 2011
AmeriChoice May 2010 - August 2010
Skills
Sales, Strategic Planning, Microsoft Excel, Account Management, Sales Management, Marketing
Education
Penn State University 2005 — 2010
B.S., Health Policy and Administration
South Italy Imports 2011 - Present
New York Life Insurance Company November 2010 - 2011
AmeriChoice May 2010 - August 2010
Skills
Sales, Strategic Planning, Microsoft Excel, Account Management, Sales Management, Marketing
Education
Penn State University 2005 — 2010
B.S., Health Policy and Administration
brandi reed brandi reed's New York Life Insurance Company Experience December 2007 - May 2009
Job Student at Pearl River Community College
Industry Hospital & Health Care
Experience
New York Life Insurance Company December 2007 - May 2009
Chuck E Cheese March 2001 - October 2007
Education
Pearl River Community College 2013 — 2015
North Ridgeville High School 1997 — 2001
High School Diploma, General Studies
New York Life Insurance Company December 2007 - May 2009
Chuck E Cheese March 2001 - October 2007
Education
Pearl River Community College 2013 — 2015
North Ridgeville High School 1997 — 2001
High School Diploma, General Studies
Rosemary Albergo's New York Life Insurance Company Experience August 2008 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company August 2008 - Present
The Nasdaq Stock Market December 2002 - February 2008
Instinet Corporation June 2000 - October 2002
Prudential Financial 1986 - 1999
Skills
Performance Management, Employee Relations, Talent Management, Mergers, Change Management, Talent Acquisition, Succession Planning
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA)
New York Life Insurance Company August 2008 - Present
The Nasdaq Stock Market December 2002 - February 2008
Instinet Corporation June 2000 - October 2002
Prudential Financial 1986 - 1999
Skills
Performance Management, Employee Relations, Talent Management, Mergers, Change Management, Talent Acquisition, Succession Planning
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Business Administration (BBA)
Joshua Kurtz Joshua Kurtz's New York Life Insurance Company Experience October 2002 - May 2004
Job Manager, Global RFPs Institutional Group at SEI
Industry Financial Services
Experience
SEI January 2012 - Present
SEI December 2007 - January 2012
SEI May 2005 - December 2007
SEI May 2004 - March 2005
New York Life Insurance Company October 2002 - May 2004
Hennion & Walsh June 2002 - October 2002
Skills
Mutual Funds, ETFs, Series 7, Series 63, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Investment Strategies, 401k
Education
Penn State University 1997 — 2002
BA
SEI January 2012 - Present
SEI December 2007 - January 2012
SEI May 2005 - December 2007
SEI May 2004 - March 2005
New York Life Insurance Company October 2002 - May 2004
Hennion & Walsh June 2002 - October 2002
Skills
Mutual Funds, ETFs, Series 7, Series 63, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Investment Strategies, 401k
Education
Penn State University 1997 — 2002
BA
Larry Gagne's New York Life Insurance Company Experience March 2012 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company March 2012 - Present
Rex Lumber Company June 1976 - February 2010
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Multi-generational..., Licensed Life, Term Life Insurance, Financial Services, Negotiation, New Business Development, Customer Service, Leadership, Marketing, Account Management, Marketing Strategy, Microsoft Office, Sales Management
Education
Paul Smith's College 1975 — 1976
Forestry and Business
Lincoln Sudbury Regional High School 1970 — 1974
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company March 2012 - Present
Rex Lumber Company June 1976 - February 2010
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Multi-generational..., Licensed Life, Term Life Insurance, Financial Services, Negotiation, New Business Development, Customer Service, Leadership, Marketing, Account Management, Marketing Strategy, Microsoft Office, Sales Management
Education
Paul Smith's College 1975 — 1976
Forestry and Business
Lincoln Sudbury Regional High School 1970 — 1974
Joe Messinger, CFP®, ChFC®, CLU® Joe Messinger, CFP®, ChFC®, CLU®'s New York Life Insurance Company Experience March 2006 - December 2009
Job CERTIFIED FINANCIAL PLANNER™, College Funding Expert, Registered Investment Advisor
Industry Financial Services
Experience
Capstone Wealth Partners, Ltd. December 2009 - Present
New York Life Insurance Company March 2006 - December 2009
AXA Advisors January 2002 - March 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Public Speaking, Financial Planning, Investments, College Funding...
Education
Penn State University 1996 — 2000
Bachelor of Science (BS)
The American College 2008 — 2010
ChFC, CLU, Advanced Financial Planning
Capstone Wealth Partners, Ltd. December 2009 - Present
New York Life Insurance Company March 2006 - December 2009
AXA Advisors January 2002 - March 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Public Speaking, Financial Planning, Investments, College Funding...
Education
Penn State University 1996 — 2000
Bachelor of Science (BS)
The American College 2008 — 2010
ChFC, CLU, Advanced Financial Planning
Joebert Chiong Joebert Chiong's New York Life Insurance Company Experience May 2010 - Present
Job Registered Representative at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
John Hancock Financial Services January 2009 - April 2010
Skills
401k Rollovers, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-sell Agreements, Education Funding..., Grandchild Gifting, Income Protection, Investments, Key Person Protection, Legacy Planning, LGBT Planning, Licensed in Long Term..., Licensed Life and..., Multi-generational..., Multi-generational..., Personal Finance, Retirement Income..., Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Business Development, Business Networking, Creative Problem Solving, Customer Relations, New Business Development, Team Building
Education
University of Santo Tomas 1982 — 1986
A.B. Philosophy, Humanities
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
John Hancock Financial Services January 2009 - April 2010
Skills
401k Rollovers, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-sell Agreements, Education Funding..., Grandchild Gifting, Income Protection, Investments, Key Person Protection, Legacy Planning, LGBT Planning, Licensed in Long Term..., Licensed Life and..., Multi-generational..., Multi-generational..., Personal Finance, Retirement Income..., Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Business Development, Business Networking, Creative Problem Solving, Customer Relations, New Business Development, Team Building
Education
University of Santo Tomas 1982 — 1986
A.B. Philosophy, Humanities
Kyle G. Krueger Kyle G. Krueger's New York Life Insurance Company Experience March 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Legal Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company May 2014 - February 2015
New York Life Insurance Company October 2012 - April 2014
New York Life Insurance Company June 2010 - September 2012
Davidson & Grannum, LLP October 2008 - July 2010
JPMorgan Chase January 2008 - August 2008
MetLife Financial Services December 2006 - April 2008
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Insurance Law, Life Insurance, Securities Regulation, Securities Litigation, Insurance, Securities, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Legal Research, Long-term Care, Financial Services, Wealth Management, Alternative Investments, Asset Management, Investment Advisory, Estate Planning, FINRA, Finance, Licensing, Fixed Annuities, Asset Allocation
Education
Pace University School of Law 2003 — 2006
JD, Law
Rutgers University-New Brunswick 1998 — 2002
BS, Criminal Justice
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company May 2014 - February 2015
New York Life Insurance Company October 2012 - April 2014
New York Life Insurance Company June 2010 - September 2012
Davidson & Grannum, LLP October 2008 - July 2010
JPMorgan Chase January 2008 - August 2008
MetLife Financial Services December 2006 - April 2008
Skills
Series 6, Series 7, Series 24, Series 63, Series 65, Insurance Law, Life Insurance, Securities Regulation, Securities Litigation, Insurance, Securities, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Legal Research, Long-term Care, Financial Services, Wealth Management, Alternative Investments, Asset Management, Investment Advisory, Estate Planning, FINRA, Finance, Licensing, Fixed Annuities, Asset Allocation
Education
Pace University School of Law 2003 — 2006
JD, Law
Rutgers University-New Brunswick 1998 — 2002
BS, Criminal Justice
Alice Oshins Alice Oshins's New York Life Insurance Company Experience April 2008 - March 2012
Job Vice President, Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2013 - Present
Financial Industry Regulatory Authority October 2004 - Present
National Futures Association January 2011 - Present
Morgan Stanley April 2013 - September 2013
New York Life Insurance Company April 2008 - March 2012
TIAA-CREF March 1995 - April 2008
Pace University School of Law 2002 - 2008
RIMS (Risk and Insurance Management Society, Inc.) 1988 - 1995
American International Group 1986 - 1988
Skills
FINRA Arbitrator, National Futures..., FINRA Series 26..., FINRA Series 6..., Admitted to Practice in..., Admitted to Practice in..., Admitted to Practice in..., Author - Investor's..., Author - Directors and..., Author - Fodor's Guide..., Directors & Officers..., Securities, FINRA, Appeals, Westlaw, Investments, Corporate Law, Legal Research, Commercial Litigation, Arbitration, Insurance, Securities Regulation, Corporate Governance, Insurance Law, Financial Services, Alternative Dispute..., Mergers & Acquisitions, Litigation Support, Due Diligence, Litigation, Civil Litigation, ERISA, Licensing, Regulatory Requirements, Litigation Management, Legal Writing, Securities Litigation, Intellectual Property, Privacy Law, Joint Ventures, Regulatory Analysis, Estate Planning, Mediation
Education
Pace University School of Law 1998 — 2002
JD, Law
Queens College 1991 — 1995
MA, English Literature
Syracuse University 1984 — 1985
Master of Arts (MA), Communication and Media Studies
SUNY at Buffalo 1980 — 1984
Bachelor's degree, French/English
Morgan Stanley August 2013 - Present
Financial Industry Regulatory Authority October 2004 - Present
National Futures Association January 2011 - Present
Morgan Stanley April 2013 - September 2013
New York Life Insurance Company April 2008 - March 2012
TIAA-CREF March 1995 - April 2008
Pace University School of Law 2002 - 2008
RIMS (Risk and Insurance Management Society, Inc.) 1988 - 1995
American International Group 1986 - 1988
Skills
FINRA Arbitrator, National Futures..., FINRA Series 26..., FINRA Series 6..., Admitted to Practice in..., Admitted to Practice in..., Admitted to Practice in..., Author - Investor's..., Author - Directors and..., Author - Fodor's Guide..., Directors & Officers..., Securities, FINRA, Appeals, Westlaw, Investments, Corporate Law, Legal Research, Commercial Litigation, Arbitration, Insurance, Securities Regulation, Corporate Governance, Insurance Law, Financial Services, Alternative Dispute..., Mergers & Acquisitions, Litigation Support, Due Diligence, Litigation, Civil Litigation, ERISA, Licensing, Regulatory Requirements, Litigation Management, Legal Writing, Securities Litigation, Intellectual Property, Privacy Law, Joint Ventures, Regulatory Analysis, Estate Planning, Mediation
Education
Pace University School of Law 1998 — 2002
JD, Law
Queens College 1991 — 1995
MA, English Literature
Syracuse University 1984 — 1985
Master of Arts (MA), Communication and Media Studies
SUNY at Buffalo 1980 — 1984
Bachelor's degree, French/English
Jen Mahone, CDE's New York Life Insurance Company Experience July 2013 - February 2014
Job Human Capital Diversity Talent Management & Diversity Talent Acquisition Executive
Industry Staffing and Recruiting
Experience
Confidential May 2015 - Present
The Mahone Group April 2013 - Present
New York Life Insurance Company July 2013 - February 2014
Illinois Diversity Council January 2013 - July 2013
CDW June 2012 - July 2013
CDW December 2008 - June 2012
CDW February 2007 - December 2008
Kenosha Community Health Center November 2005 - June 2007
Skills
Strategic Planning, Account Management, Project Management, Team Building, Team Leadership, New Business Development, Sales, Leadership, Business Development, Program Management, Applicant Tracking..., Sales Management, Leadership Development, Cold Calling, Coaching, Change Management, Strategic Partnerships, Performance Management, Enterprise Software, Talent Management, Employee Relations, Training, Talent Acquisition, Strategy, Recruiting, Human Resources, Sourcing, Management, Onboarding, Interviews, Succession Planning, College Recruiting, Contract Negotiation, Networking, Analysis, Hiring, Team Management, Vendor Management, Conflict Resolution, Negotiation, Diversity Program..., Equality & Diversity, Diversity Training, Diversity Champion, Diversity & Inclusion, Consulting, Mentoring, Customer Service
Education
Prairie View A&M University 1987 — 1988
St.Joseph High School, Kenosha, WI 1982 — 1986
Penn State University
Bachelor of Arts (B.A.)
Confidential May 2015 - Present
The Mahone Group April 2013 - Present
New York Life Insurance Company July 2013 - February 2014
Illinois Diversity Council January 2013 - July 2013
CDW June 2012 - July 2013
CDW December 2008 - June 2012
CDW February 2007 - December 2008
Kenosha Community Health Center November 2005 - June 2007
Skills
Strategic Planning, Account Management, Project Management, Team Building, Team Leadership, New Business Development, Sales, Leadership, Business Development, Program Management, Applicant Tracking..., Sales Management, Leadership Development, Cold Calling, Coaching, Change Management, Strategic Partnerships, Performance Management, Enterprise Software, Talent Management, Employee Relations, Training, Talent Acquisition, Strategy, Recruiting, Human Resources, Sourcing, Management, Onboarding, Interviews, Succession Planning, College Recruiting, Contract Negotiation, Networking, Analysis, Hiring, Team Management, Vendor Management, Conflict Resolution, Negotiation, Diversity Program..., Equality & Diversity, Diversity Training, Diversity Champion, Diversity & Inclusion, Consulting, Mentoring, Customer Service
Education
Prairie View A&M University 1987 — 1988
St.Joseph High School, Kenosha, WI 1982 — 1986
Penn State University
Bachelor of Arts (B.A.)
Ian Aquilino's New York Life Insurance Company Experience June 2013 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Get Hip Recordings July 2011 - August 2011
BenchMark Financial Network June 2011 - August 2011
Skills
VBA, Actuarial Exams, Statistics, Databases, R, SQL, Microsoft Excel, Microsoft Office, Access
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Get Hip Recordings July 2011 - August 2011
BenchMark Financial Network June 2011 - August 2011
Skills
VBA, Actuarial Exams, Statistics, Databases, R, SQL, Microsoft Excel, Microsoft Office, Access
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science
Erik L. Hulbert, CLU®, ChFC®, LUTCF, CLTC Erik L. Hulbert, CLU®, ChFC®, LUTCF, CLTC's New York Life Insurance Company Experience December 2007 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2007 - Present
NYLIFE Securities, LLC August 2008 - Present
Linda Hulbert's Office, New York Life Agent June 2004 - December 2007
Skills
Annuity Sales
Education
Pacific Lutheran University 1994 — 1998
Bachelor's Degree, Chinese Studies
West Valley High School 1990 — 1994
New York Life Insurance Company December 2007 - Present
NYLIFE Securities, LLC August 2008 - Present
Linda Hulbert's Office, New York Life Agent June 2004 - December 2007
Skills
Annuity Sales
Education
Pacific Lutheran University 1994 — 1998
Bachelor's Degree, Chinese Studies
West Valley High School 1990 — 1994
Vallema Darmalingum Vallema Darmalingum's New York Life Insurance Company Experience January 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company July 2006 - January 2013
The Madison Square Garden Company August 2005 - December 2005
Skills
Business Analysis, Financial Accounting, Customer Service, Process Management, Data Research, Data Analysis, Quality Assurance, Variable Annuities, Whole Life, Life Insurance, Variance Analysis, Fixed Annuities, Operational Excellence, Processes Development, Account Reconciliation
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Science (M.S.), Finance
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company July 2006 - January 2013
The Madison Square Garden Company August 2005 - December 2005
Skills
Business Analysis, Financial Accounting, Customer Service, Process Management, Data Research, Data Analysis, Quality Assurance, Variable Annuities, Whole Life, Life Insurance, Variance Analysis, Fixed Annuities, Operational Excellence, Processes Development, Account Reconciliation
Education
Pace University - Lubin School of Business 2013 — 2014
Master of Science (M.S.), Finance
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Saagar Parikh's New York Life Insurance Company Experience October 2004 - October 2007
Job Client Manager at Willis
Industry Insurance
Experience
Willis April 2013 - Present
Allstate Financial October 2007 - April 2013
New York Life Insurance Company October 2004 - October 2007
Wachovia, A Wells Fargo Company May 2003 - October 2004
Skills
Fixed Annuities, Insurance, Underwriting, Retirement Planning, Teamwork, Commercial Insurance, Management, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Property & Casualty..., Investments, 401k, Sales
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors, Finance
Willis April 2013 - Present
Allstate Financial October 2007 - April 2013
New York Life Insurance Company October 2004 - October 2007
Wachovia, A Wells Fargo Company May 2003 - October 2004
Skills
Fixed Annuities, Insurance, Underwriting, Retirement Planning, Teamwork, Commercial Insurance, Management, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Property & Casualty..., Investments, 401k, Sales
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors, Finance
Mackenzie Kagel Mackenzie Kagel's New York Life Insurance Company Experience October 2012 - May 2015
Job Learning and Development Manager at GLG (Gerson Lehrman Group)
Industry Human Resources
Experience
GLG (Gerson Lehrman Group) May 2015 - Present
New York Life Insurance Company October 2012 - May 2015
Teach for America June 2010 - August 2012
Cognitive and Social Development Psychology Lab August 2008 - June 2010
New York Life Investment Management June 2008 - August 2008
Skills
Teaching, Training, Educational Leadership, Curriculum Design, Editing, Leadership, Microsoft Office, PowerPoint, Research, Public Speaking
Education
University of Pennsylvania 2010 — 2012
Master of Science (M.S.), Urban Education and Leadership
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology, Sociology
GLG (Gerson Lehrman Group) May 2015 - Present
New York Life Insurance Company October 2012 - May 2015
Teach for America June 2010 - August 2012
Cognitive and Social Development Psychology Lab August 2008 - June 2010
New York Life Investment Management June 2008 - August 2008
Skills
Teaching, Training, Educational Leadership, Curriculum Design, Editing, Leadership, Microsoft Office, PowerPoint, Research, Public Speaking
Education
University of Pennsylvania 2010 — 2012
Master of Science (M.S.), Urban Education and Leadership
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology, Sociology
Greg Bachman, CFP® Greg Bachman, CFP®'s New York Life Insurance Company Experience September 1997 - January 2001
Job Partner/CIO, Spectrum Strategic Capital Management
Industry Financial Services
Experience
Spectrum Strategic Capital Management May 2001 - Present
!st Global Capital Corp June 2001 - June 2004
New York Life Insurance Company September 1997 - January 2001
Skills
Investment Advisory, Portfolio Management, Asset Management, Equities, Financial Planning, Fixed Income Trading, Fixed Income Research, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Managment
Education
The American College 1998 — 2001
Financial Planning
Penn State University 1992 — 1997
BS Finance and International Business, Finance & International Business
North East High School 1988 — 1992
HS Diploma
CFA Institute
Economics, Financial Analysis, Portfolio Management
Spectrum Strategic Capital Management May 2001 - Present
!st Global Capital Corp June 2001 - June 2004
New York Life Insurance Company September 1997 - January 2001
Skills
Investment Advisory, Portfolio Management, Asset Management, Equities, Financial Planning, Fixed Income Trading, Fixed Income Research, Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Managment
Education
The American College 1998 — 2001
Financial Planning
Penn State University 1992 — 1997
BS Finance and International Business, Finance & International Business
North East High School 1988 — 1992
HS Diploma
CFA Institute
Economics, Financial Analysis, Portfolio Management
Justin Roscoe's New York Life Insurance Company Experience July 2013 - Present
Job Senior Administrative Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company April 2009 - July 2013
Delaware Department of Natural Resources and Environmental Control April 2001 - April 2008
Skills
Access, Lotus Notes, Databases, File Management, Budget Coordinator, Expense Reports, Time & Attendance, Microsoft Office, Outlook, SAP, WebEx, Purchasing Supplies, Travel Arrangements..., Clarity-PPM (Timesheet..., Administrative..., Data Entry, Concur
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2012
N/A, Computer Science
Polytech High School 1994 — 1998
HS Academic and Technical Diplomas, Criminal Justice
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company April 2009 - July 2013
Delaware Department of Natural Resources and Environmental Control April 2001 - April 2008
Skills
Access, Lotus Notes, Databases, File Management, Budget Coordinator, Expense Reports, Time & Attendance, Microsoft Office, Outlook, SAP, WebEx, Purchasing Supplies, Travel Arrangements..., Clarity-PPM (Timesheet..., Administrative..., Data Entry, Concur
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2012
N/A, Computer Science
Polytech High School 1994 — 1998
HS Academic and Technical Diplomas, Criminal Justice
Carolina (Carola) Castillo Carolina (Carola) Castillo's New York Life Insurance Company Experience July 2005 - Present
Job Graphic Design Senior Associate at New York Life Insurance Company
Industry Design
Experience
New York Life Insurance Company July 2005 - Present
Spherion August 2004 - July 2005
New York Water Taxi July 2003 - July 2004
Skills
Graphic Design, Digital Photography, Photoshop, InDesign, Illustrator, Adobe Creative Suite, QuarkXPress, Adobe Acrobat..., Mac OS X, Apple, Color Correction, Marketing Communications, Online Advertising, Marketing Strategy, Branding & Identity, Information Architecture, Collateral Production, Advertising Collateral, Collateral Materials..., Banner Ads, Color Printing, Custom Art, Architectural Design, Interior Design, Catering, Copywriting, Brochures, Editorial, Collateral, Logo Design, Marketing, Adobe Acrobat, Brand Development, Art Direction, Layout, Web Design, Creative Strategy, Brand Architecture, Packaging, Art, OS X
Education
Parsons School of Design 2001 — 2003
Associate of Arts and Sciences (AAS), Graphic Design
Universidad Central de Venezuela 1993 — 1998
Bachelor of Arts (BA), Architecture
New York Life Insurance Company July 2005 - Present
Spherion August 2004 - July 2005
New York Water Taxi July 2003 - July 2004
Skills
Graphic Design, Digital Photography, Photoshop, InDesign, Illustrator, Adobe Creative Suite, QuarkXPress, Adobe Acrobat..., Mac OS X, Apple, Color Correction, Marketing Communications, Online Advertising, Marketing Strategy, Branding & Identity, Information Architecture, Collateral Production, Advertising Collateral, Collateral Materials..., Banner Ads, Color Printing, Custom Art, Architectural Design, Interior Design, Catering, Copywriting, Brochures, Editorial, Collateral, Logo Design, Marketing, Adobe Acrobat, Brand Development, Art Direction, Layout, Web Design, Creative Strategy, Brand Architecture, Packaging, Art, OS X
Education
Parsons School of Design 2001 — 2003
Associate of Arts and Sciences (AAS), Graphic Design
Universidad Central de Venezuela 1993 — 1998
Bachelor of Arts (BA), Architecture
Casey Convery Casey Convery's New York Life Insurance Company Experience May 2012 - December 2012
Job Supply Chain Operations Analyst at Under Armour
Industry Logistics and Supply Chain
Experience
Under Armour September 2014 - Present
Avendra LLC May 2014 - September 2014
Avendra LLC July 2013 - May 2014
New York Life Insurance Company May 2012 - December 2012
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Supply Chain and Information Systems
Saint Joseph's Preparatory School 2005 — 2009
National Honor Society
Under Armour September 2014 - Present
Avendra LLC May 2014 - September 2014
Avendra LLC July 2013 - May 2014
New York Life Insurance Company May 2012 - December 2012
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Supply Chain and Information Systems
Saint Joseph's Preparatory School 2005 — 2009
National Honor Society
Alex H. Horvatinovic Alex H. Horvatinovic's New York Life Insurance Company Experience October 2011 - October 2012
Job Founding Partner at Trist & Fikl LLC.
Industry Computer Software
Experience
scanOut May 2013 - Present
Trist & Fikl LLC. October 2012 - Present
New York Life Insurance Company October 2011 - October 2012
ProAdvisor Financial Group June 2010 - September 2010
Skills
Start-ups, Mobile Applications, Business Planning, Business Development, Social Networking, Strategic Planning, Mobile Marketing, Finance, Marketing, Leadership, New Business Development, Business Strategy, Marketing Strategy, Investments, Entrepreneurship, Sales, Strategic Financial..., Team Building, Financial Analysis, Strategic Partnerships, CRM
Education
Penn State University 2007 — 2011
BS, Business, Marketing, Management
Dallastown Area High School 2003 — 2007
Honors Academics
scanOut May 2013 - Present
Trist & Fikl LLC. October 2012 - Present
New York Life Insurance Company October 2011 - October 2012
ProAdvisor Financial Group June 2010 - September 2010
Skills
Start-ups, Mobile Applications, Business Planning, Business Development, Social Networking, Strategic Planning, Mobile Marketing, Finance, Marketing, Leadership, New Business Development, Business Strategy, Marketing Strategy, Investments, Entrepreneurship, Sales, Strategic Financial..., Team Building, Financial Analysis, Strategic Partnerships, CRM
Education
Penn State University 2007 — 2011
BS, Business, Marketing, Management
Dallastown Area High School 2003 — 2007
Honors Academics
Gaetano A. Calafati, Jr.'s New York Life Insurance Company Experience May 1999 - January 2008
Job Regional Vaccine Account Representative at Merck
Industry Pharmaceuticals
Experience
Merck July 2014 - Present
Merck 2011 - July 2014
Merck April 2008 - December 2010
Calafati & Associates January 2004 - April 2008
New York Life Insurance Company May 1999 - January 2008
Skills
Sales, Cross-functional Team..., Account Management, Contract Management, Contract Negotiation, Field Sales, Phone Sales, Vaccines, Pharmacy, Life Insurance, Health Insurance, Investments, Estate Planning, Disability Insurance, New Business Development, Pharmaceutical Sales, Managed Care, Cardiology, Diabetes, Neurology, Sales Effectiveness, Sales Operations, Product Launch, Sales Management, Respiratory Products, Selling Skills, Pharmaceutical Industry, Endocrinology, Allergy, Sales Presentations, Hypertension, Asthma, Direct Sales, Healthcare, OB/GYN, Hospital Sales, Market Access, Marketing Management, Small Business, Market Profile, Gastroenterology, Training
Education
Penn State University 1997 — 2001
B.S., Management & Marketing
Merck July 2014 - Present
Merck 2011 - July 2014
Merck April 2008 - December 2010
Calafati & Associates January 2004 - April 2008
New York Life Insurance Company May 1999 - January 2008
Skills
Sales, Cross-functional Team..., Account Management, Contract Management, Contract Negotiation, Field Sales, Phone Sales, Vaccines, Pharmacy, Life Insurance, Health Insurance, Investments, Estate Planning, Disability Insurance, New Business Development, Pharmaceutical Sales, Managed Care, Cardiology, Diabetes, Neurology, Sales Effectiveness, Sales Operations, Product Launch, Sales Management, Respiratory Products, Selling Skills, Pharmaceutical Industry, Endocrinology, Allergy, Sales Presentations, Hypertension, Asthma, Direct Sales, Healthcare, OB/GYN, Hospital Sales, Market Access, Marketing Management, Small Business, Market Profile, Gastroenterology, Training
Education
Penn State University 1997 — 2001
B.S., Management & Marketing
Andrew Brofft Andrew Brofft's New York Life Insurance Company Experience June 2010 - Present
Job New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company June 2010 - June 2012
New York Life Insurance Company May 2009 - August 2009
Animas Corporation June 2008 - August 2008
Penn State University January 2008 - May 2008
Skills
Online Marketing, SEM, Social Media Marketing, SEO, Google Adwords, Social Media, Web Development, E-commerce, Mobile Devices, Google Analytics, Facebook, Photoshop, CMS, CSS, Mobile Marketing, Analytics, Lead Generation, Marketing Strategy, Marketing, Social Networking, Advertising
Education
IES - Barcelona, Spain 2009 — 2009
Entrepreneurship, International Marketing, Spanish, City Planning
Penn State University 2005 — 2009
IST & INART, Information Technology & New Media
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company June 2010 - June 2012
New York Life Insurance Company May 2009 - August 2009
Animas Corporation June 2008 - August 2008
Penn State University January 2008 - May 2008
Skills
Online Marketing, SEM, Social Media Marketing, SEO, Google Adwords, Social Media, Web Development, E-commerce, Mobile Devices, Google Analytics, Facebook, Photoshop, CMS, CSS, Mobile Marketing, Analytics, Lead Generation, Marketing Strategy, Marketing, Social Networking, Advertising
Education
IES - Barcelona, Spain 2009 — 2009
Entrepreneurship, International Marketing, Spanish, City Planning
Penn State University 2005 — 2009
IST & INART, Information Technology & New Media
Victor Yates CLTC's New York Life Insurance Company Experience October 2013 - Present
Job Hiring & Developing Entrepreneurial Individuals | Sales & Sales Management Career | Fortune 100 Financial Services Firm
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) May 2010 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Long Term Care, Annuities, Investments, 401k, Mutual Funds, Disability Insurance, College Savings Plans, Term Life Insurance, IRAs, Defined Benefit, Employee Benefits, Estate Planning, Income Protection, Asset Allocation, Asset Protection, Risk Management, Long-term Care, Fixed Annuities, 401k Rollovers, Strategic Financial..., Retirement, Long Term Care Insurance, Wealth Management, Financial Planners, Leadership, Securities, Series 6, Wealth Accumulation, Series 63, Whole Life, Series 7, Variable Annuities, Financial Advisory, Small Business, Investment Strategies, Health Insurance, Wealth, Finance, Series 65, Uniform Combined State..., Wealth Management..., Universal Life, Investment Advisory, Financial Services, Pensions, Retirement Plan..., Series 24
Education
Penn State University 1990 — 1994
Bachelor of Science (BS)
Kiskiminetas Springs School 1986 — 1990
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) May 2010 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Long Term Care, Annuities, Investments, 401k, Mutual Funds, Disability Insurance, College Savings Plans, Term Life Insurance, IRAs, Defined Benefit, Employee Benefits, Estate Planning, Income Protection, Asset Allocation, Asset Protection, Risk Management, Long-term Care, Fixed Annuities, 401k Rollovers, Strategic Financial..., Retirement, Long Term Care Insurance, Wealth Management, Financial Planners, Leadership, Securities, Series 6, Wealth Accumulation, Series 63, Whole Life, Series 7, Variable Annuities, Financial Advisory, Small Business, Investment Strategies, Health Insurance, Wealth, Finance, Series 65, Uniform Combined State..., Wealth Management..., Universal Life, Investment Advisory, Financial Services, Pensions, Retirement Plan..., Series 24
Education
Penn State University 1990 — 1994
Bachelor of Science (BS)
Kiskiminetas Springs School 1986 — 1990
Don Elhananov Don Elhananov's New York Life Insurance Company Experience July 2015 - Present
Job Attended Pace UniversityNew York
Industry Legal Services
Experience
New York Life Insurance Company July 2015 - Present
Law Office of Cockburn & Associate January 2014 - July 2015
Sprint- Imobile LLC October 2010 - January 2013
AT&T- Excel Mobile February 2009 - September 2010
AT&T- River Wireless November 2007 - June 2008
Skills
Criminal Law, Criminal Justice, Sales, Account Management, Direct Sales, Solution Selling, Customer Service, Salesforce.com, Selling, Customer Satisfaction, Customer Retention, Sales Process, B2B, Call Centers, Sales Operations, Microsoft Word, Social Media Marketing, Problem Solving, Sales Presentations, Social Networking, Event Planning, Marketing, Microsoft Excel, Social Media, Research
Education
Pace University-New York 2009 — 2013
Bachelor of Arts (BA), Criminal Justice and Corrections
Paramus High School 2005 — 2009
High School, High school diploma, 3.6
New York Life Insurance Company July 2015 - Present
Law Office of Cockburn & Associate January 2014 - July 2015
Sprint- Imobile LLC October 2010 - January 2013
AT&T- Excel Mobile February 2009 - September 2010
AT&T- River Wireless November 2007 - June 2008
Skills
Criminal Law, Criminal Justice, Sales, Account Management, Direct Sales, Solution Selling, Customer Service, Salesforce.com, Selling, Customer Satisfaction, Customer Retention, Sales Process, B2B, Call Centers, Sales Operations, Microsoft Word, Social Media Marketing, Problem Solving, Sales Presentations, Social Networking, Event Planning, Marketing, Microsoft Excel, Social Media, Research
Education
Pace University-New York 2009 — 2013
Bachelor of Arts (BA), Criminal Justice and Corrections
Paramus High School 2005 — 2009
High School, High school diploma, 3.6
Jonathan Street's New York Life Insurance Company Experience August 2013 - Present
Job Financial Services Professional & Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2013 - Present
New York Life Insurance Company July 2013 - Present
Lost Tree Village POA August 2010 - February 2014
Steam-A-Way September 2008 - May 2010
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
The Expositors Seminary 2010 — 2012
Master of Divinity (MDiv), Bible Exposition
Liberty University 2005 — 2008
Bachelor of Arts (BA), Religion/Religious Studies
Palm Beach State College 2003 — 2005
Associate of Arts (AA)
Jupiter Christian School 1997 — 2003
High School
New York Life Insurance Company August 2013 - Present
New York Life Insurance Company July 2013 - Present
Lost Tree Village POA August 2010 - February 2014
Steam-A-Way September 2008 - May 2010
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
The Expositors Seminary 2010 — 2012
Master of Divinity (MDiv), Bible Exposition
Liberty University 2005 — 2008
Bachelor of Arts (BA), Religion/Religious Studies
Palm Beach State College 2003 — 2005
Associate of Arts (AA)
Jupiter Christian School 1997 — 2003
High School
Kelly Towey Kelly Towey's New York Life Insurance Company Experience March 2015 - Present
Job Research & Development Senior Associate at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2012 - March 2015
The Hertz Corporation August 2012 - September 2012
AXA Advisors May 2011 - August 2011
LSF Appraisals, Inc December 2008 - March 2011
Skills
Microsoft Excel, Microsoft Word, SAS, Minitab, PowerPoint, Access, Data Analysis, Analysis, Insurance, Microsoft Office, Statistics
Education
Penn State University 2008 — 2012
BA, Actuarial Science, Statistics
Nutley High School 2004 — 2008
IES Abroad Barcelona
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2012 - March 2015
The Hertz Corporation August 2012 - September 2012
AXA Advisors May 2011 - August 2011
LSF Appraisals, Inc December 2008 - March 2011
Skills
Microsoft Excel, Microsoft Word, SAS, Minitab, PowerPoint, Access, Data Analysis, Analysis, Insurance, Microsoft Office, Statistics
Education
Penn State University 2008 — 2012
BA, Actuarial Science, Statistics
Nutley High School 2004 — 2008
IES Abroad Barcelona
Rod Barnett's New York Life Insurance Company Experience June 2013 - July 2015
Job Building relationships between the customer, business stake holders and technology services.
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - July 2015
WellStar Health System August 2012 - June 2013
ALERE HEALTH March 2009 - March 2012
Alere Health LLC March 2009 - March 2012
Silverton Bank August 2008 - March 2009
Pomeroy February 2008 - August 2008
EMORY CRAWFORD LONG HOSPITAL May 2006 - March 2007
Exide Technologies March 2004 - January 2006
TCML/UNISYS / AIG INSURANCE November 2001 - December 2003
Skills
Vendor Management, Process Improvement, Software Documentation, SDLC, Integration, Business Analysis, IT Management, IT Service Management, Troubleshooting, Disaster Recovery, Quality Assurance, Business Process, Testing, Healthcare Information..., Analysis, Business Intelligence, Data Analysis, User Acceptance Testing, Application Servers, Project Implementation, SSL VPN, Root Cause Analysis, Business Reporting, system admin, Documentation, XP, Business Objects, SAP, Business Intelligence..., Report Writing, Web Intelligence, VPN, Windows Server, Application Support, Operational Risk..., Network Services, Information Security, Agile Project Management, Service Management, Off-shore Team..., Influencing Skills, Internetworking, Fiber Optic Technology, ITIL v3 Foundations...
Education
Patten University 2013 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, Leadership
New York Life Insurance Company June 2013 - July 2015
WellStar Health System August 2012 - June 2013
ALERE HEALTH March 2009 - March 2012
Alere Health LLC March 2009 - March 2012
Silverton Bank August 2008 - March 2009
Pomeroy February 2008 - August 2008
EMORY CRAWFORD LONG HOSPITAL May 2006 - March 2007
Exide Technologies March 2004 - January 2006
TCML/UNISYS / AIG INSURANCE November 2001 - December 2003
Skills
Vendor Management, Process Improvement, Software Documentation, SDLC, Integration, Business Analysis, IT Management, IT Service Management, Troubleshooting, Disaster Recovery, Quality Assurance, Business Process, Testing, Healthcare Information..., Analysis, Business Intelligence, Data Analysis, User Acceptance Testing, Application Servers, Project Implementation, SSL VPN, Root Cause Analysis, Business Reporting, system admin, Documentation, XP, Business Objects, SAP, Business Intelligence..., Report Writing, Web Intelligence, VPN, Windows Server, Application Support, Operational Risk..., Network Services, Information Security, Agile Project Management, Service Management, Off-shore Team..., Influencing Skills, Internetworking, Fiber Optic Technology, ITIL v3 Foundations...
Education
Patten University 2013 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, Leadership
Steven McGarrity Steven McGarrity's New York Life Insurance Company Experience June 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company February 2009 - June 2013
Skills
Insurance, Fixed Annuities, Financial Services, Retirement Planning, Variable Annuities, Leadership Development, Long Term Care Insurance, IRAs, Series 6, Series 7, Series 63, Series 65, Mutual Funds, 401k Rollovers, Financial Recruiting, Sales Management, Wealth Management..., Investment Advisory..., Investment Strategies, Wealth Accumulation..., Securities, Recruiting, Business Planning, Leadership, Training
Education
Penn State University
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company February 2009 - June 2013
Skills
Insurance, Fixed Annuities, Financial Services, Retirement Planning, Variable Annuities, Leadership Development, Long Term Care Insurance, IRAs, Series 6, Series 7, Series 63, Series 65, Mutual Funds, 401k Rollovers, Financial Recruiting, Sales Management, Wealth Management..., Investment Advisory..., Investment Strategies, Wealth Accumulation..., Securities, Recruiting, Business Planning, Leadership, Training
Education
Penn State University
Eugerta Saraci's New York Life Insurance Company Experience October 2007 - June 2008
Job Business Banking Specialist
Industry Banking
Experience
Wells Fargo June 2015 - Present
Philadelphia Federal Credit Union April 2014 - May 2015
PNC Financial Services July 2010 - April 2014
Welsh Road Pnc Bank April 2009 - July 2010
New York Life Insurance Company October 2007 - June 2008
Skills
Coaching, Analysis, Management Consulting, Sales Management, Training & Development, Team Building, Banking, Customer Service, Problem Solving, Foreign Languages, Sales, Budgets, Training, Leadership, Management, Finance, Business Development, Financial Services, Retail, Cross Selling, Retail Banking, Lines Of Credit, Loan Origination, Branch Banking, Event Planning, Social Networking, Team Leadership, Loans, Employee Training, Credit, Marketing, Mortgage Lending
Education
Penn State University 2004 — 2008
Bachelor's degree, Business Science, Financial Services Option
Franklin Learning Center 2003 — 2004
Computer Technology, Computer Systems Technology
Wells Fargo June 2015 - Present
Philadelphia Federal Credit Union April 2014 - May 2015
PNC Financial Services July 2010 - April 2014
Welsh Road Pnc Bank April 2009 - July 2010
New York Life Insurance Company October 2007 - June 2008
Skills
Coaching, Analysis, Management Consulting, Sales Management, Training & Development, Team Building, Banking, Customer Service, Problem Solving, Foreign Languages, Sales, Budgets, Training, Leadership, Management, Finance, Business Development, Financial Services, Retail, Cross Selling, Retail Banking, Lines Of Credit, Loan Origination, Branch Banking, Event Planning, Social Networking, Team Leadership, Loans, Employee Training, Credit, Marketing, Mortgage Lending
Education
Penn State University 2004 — 2008
Bachelor's degree, Business Science, Financial Services Option
Franklin Learning Center 2003 — 2004
Computer Technology, Computer Systems Technology
Tameka Beckum's New York Life Insurance Company Experience April 2005 - January 2006
Job Experienced Sales Account Manager/Human Resources Master's Candidate
Industry Wireless
Experience
MetroPCS / T-Mobile (TMUS) August 2013 - January 2015
NOLA SHRM 2015 - 2015
NOLA SHRM 2015 - 2015
NOLA SHRM 2015 - 2015
Sherwin-Williams Paints April 2013 - August 2013
T-Mobile October 2010 - August 2012
T-Mobile August 2011 - November 2011
Enterprise Rent-A-Car October 2007 - April 2010
RBC Bank January 2006 - August 2007
New York Life Insurance Company April 2005 - January 2006
Skills
Account Management, Cold Calling, Customer Satisfaction, Organization, Sales, Customer Service, Sales Management, Marketing, Team Building, Strategic Planning, Leadership, Negotiation, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Team Leadership, Management, Time Management, Training, Retail, Merchandising, Customer Retention, Budgets, Sales Operations, Sales Process, Coaching
Education
Penn State University 2013 — 2015
Master of Professional Studies, Human Resources and Employment Relations, 3.95/4.0
Tuskegee University 2000 — 2004
BS, Business: Management Science, 3.5/4.0
MetroPCS / T-Mobile (TMUS) August 2013 - January 2015
NOLA SHRM 2015 - 2015
NOLA SHRM 2015 - 2015
NOLA SHRM 2015 - 2015
Sherwin-Williams Paints April 2013 - August 2013
T-Mobile October 2010 - August 2012
T-Mobile August 2011 - November 2011
Enterprise Rent-A-Car October 2007 - April 2010
RBC Bank January 2006 - August 2007
New York Life Insurance Company April 2005 - January 2006
Skills
Account Management, Cold Calling, Customer Satisfaction, Organization, Sales, Customer Service, Sales Management, Marketing, Team Building, Strategic Planning, Leadership, Negotiation, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Team Leadership, Management, Time Management, Training, Retail, Merchandising, Customer Retention, Budgets, Sales Operations, Sales Process, Coaching
Education
Penn State University 2013 — 2015
Master of Professional Studies, Human Resources and Employment Relations, 3.95/4.0
Tuskegee University 2000 — 2004
BS, Business: Management Science, 3.5/4.0
Jarrod Gerstenecker Jarrod Gerstenecker's New York Life Insurance Company Experience January 2006 - March 2010
Job Property & Casualty Insurance Broker
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2015 - Present
ALD Insurance Agency Inc. September 2013 - March 2015
State Farm Insurance Companies September 2012 - July 2013
New York Life Insurance Company January 2006 - March 2010
Skills
Commercial Insurance, Property & Casualty..., Homeowners, Directors & Officers..., Professional Liability, Renters, Health Insurance, Auto, Umbrella Insurance, Disability Insurance, Banking, Long-term Care, Fixed Annuities, Underwriting, Life Insurance, Small Business, Social Media, Financial Services, Estate Planning, Marketing, Microsoft Office, Customer Service
Education
Penn State University 2014 — 2016
Arthur J. Gallagher & Co. March 2015 - Present
ALD Insurance Agency Inc. September 2013 - March 2015
State Farm Insurance Companies September 2012 - July 2013
New York Life Insurance Company January 2006 - March 2010
Skills
Commercial Insurance, Property & Casualty..., Homeowners, Directors & Officers..., Professional Liability, Renters, Health Insurance, Auto, Umbrella Insurance, Disability Insurance, Banking, Long-term Care, Fixed Annuities, Underwriting, Life Insurance, Small Business, Social Media, Financial Services, Estate Planning, Marketing, Microsoft Office, Customer Service
Education
Penn State University 2014 — 2016
Stephen Renzulli Stephen Renzulli's New York Life Insurance Company Experience April 2015 - Present
Job Student at Penn State University
Industry
Experience
New York Life Insurance Company April 2015 - Present
Education
Penn State University 2013 — 2017
Finance, General, 3.65 GPA
Paramus High School 2009 — 2013
3.78
New York Life Insurance Company April 2015 - Present
Education
Penn State University 2013 — 2017
Finance, General, 3.65 GPA
Paramus High School 2009 — 2013
3.78
Rich Schwartz Rich Schwartz's New York Life Insurance Company Experience September 2013 - Present
Job Partner New York Life
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company December 2011 - September 2013
Penn Life/Senior Solutions October 2009 - November 2011
Lifetime Financial Partners December 2008 - September 2009
Wachovia Bank August 1994 - October 2008
World Savings/Wachovia 1994 - 2008
Wachovia June 2007 - December 2007
World Savings August 1994 - June 2006
Skills
Leadership, Process Improvement, Coaching, Strategic Planning, Account Management, New Business Development, Team Leadership, Mortgage Lending, Underwriting, Credit, Strategic Financial..., Estate Planning, Group Insurance, Permanent Life Insurance, Annuity Sales, Insurance, Training, Management, Customer Service, Banking, Risk Management, Marketing, Sales Management, Team Building, Cross-functional Team..., Portfolio Management, Loans, Sales, Negotiation, Start-ups, Competitive Analysis, Finance, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 63, Term Life Insurance, Series 6, Long Term Care Insurance, Life Insurance, Financial Services, Business Planning, Executive Management, Analysis, Mortgage Banking, Loan Origination
Education
Penn State University 1989 — 1994
Liberal Arts, Business, management
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company December 2011 - September 2013
Penn Life/Senior Solutions October 2009 - November 2011
Lifetime Financial Partners December 2008 - September 2009
Wachovia Bank August 1994 - October 2008
World Savings/Wachovia 1994 - 2008
Wachovia June 2007 - December 2007
World Savings August 1994 - June 2006
Skills
Leadership, Process Improvement, Coaching, Strategic Planning, Account Management, New Business Development, Team Leadership, Mortgage Lending, Underwriting, Credit, Strategic Financial..., Estate Planning, Group Insurance, Permanent Life Insurance, Annuity Sales, Insurance, Training, Management, Customer Service, Banking, Risk Management, Marketing, Sales Management, Team Building, Cross-functional Team..., Portfolio Management, Loans, Sales, Negotiation, Start-ups, Competitive Analysis, Finance, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 63, Term Life Insurance, Series 6, Long Term Care Insurance, Life Insurance, Financial Services, Business Planning, Executive Management, Analysis, Mortgage Banking, Loan Origination
Education
Penn State University 1989 — 1994
Liberal Arts, Business, management
Lawrence Haddock's New York Life Insurance Company Experience March 1987 - December 1997
Job Principal, Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2001 - Present
TIAA-CREF December 1997 - March 2001
New York Life Insurance Company March 1987 - December 1997
Skills
Income Tax, Corporate Tax, Tax, SEC filings, Tax Accounting, International Tax, Tax Research, GAAP, Financial Analysis, SEC Filings, CPA, US GAAP, Tax Advisory, Sarbanes-Oxley Act, FIN 48
Education
St. John's University 1982 — 1986
BS, Accounting
Pace University - Lubin School of Business
MS, Taxation
Ernst & Young March 2001 - Present
TIAA-CREF December 1997 - March 2001
New York Life Insurance Company March 1987 - December 1997
Skills
Income Tax, Corporate Tax, Tax, SEC filings, Tax Accounting, International Tax, Tax Research, GAAP, Financial Analysis, SEC Filings, CPA, US GAAP, Tax Advisory, Sarbanes-Oxley Act, FIN 48
Education
St. John's University 1982 — 1986
BS, Accounting
Pace University - Lubin School of Business
MS, Taxation
Jennifer (Jennifer McClean) McClean-Foley's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
ConEdison Solutions 2007 - 2008
Castle Oil Corporation 1999 - 2006
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Annuity Sales, Employee Benefits, Wealth Preservation..., Long Term Care Insurance, education funding, 401k Rollovers, Analysis, Energy Pricing/Analysis, Customer Service, Microsoft Office
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1998
Bachelor's degree, Criminal Justice/Police Science
Pace University-Pleasantville/Briarcliff Campus 1993 — 1998
BS Criminal Justice, Criminal Justice
New York Life Insurance Company April 2015 - Present
ConEdison Solutions 2007 - 2008
Castle Oil Corporation 1999 - 2006
Skills
Life Insurance, Retirement Planning, Asset Protection, Estate Planning, Annuity Sales, Employee Benefits, Wealth Preservation..., Long Term Care Insurance, education funding, 401k Rollovers, Analysis, Energy Pricing/Analysis, Customer Service, Microsoft Office
Education
Pace University-Pleasantville/Briarcliff Campus 1993 — 1998
Bachelor's degree, Criminal Justice/Police Science
Pace University-Pleasantville/Briarcliff Campus 1993 — 1998
BS Criminal Justice, Criminal Justice
Bianca Greene Bianca Greene's New York Life Insurance Company Experience June 2012 - August 2012
Job Receptionist and Assistant Developer of Conservative Care at Atlantic Spine Center
Industry Hospital & Health Care
Experience
Atlantic Spine Center November 2014 - Present
Hyatt Place July 2014 - March 2015
Hackensack University Medical Center June 2014 - August 2014
Pigalle French Bistro May 2013 - August 2013
The Pennsylvania State University September 2011 - April 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Nonprofits, Strategic Planning, Fundraising, Administration, Event Planning, Leadership, Social Networking, Community Outreach, Facebook, Management, Sales, Human Resources, Leadership Development, Program Development, Training, Data Analysis, Policy, Recruiting, Team Building, Program Management, Public Relations, Social Media Marketing
Education
Penn State University 2010 — 2014
Bachelor's of Science, Health Policy Administration, Minor Labor and Employment Relations
Atlantic Spine Center November 2014 - Present
Hyatt Place July 2014 - March 2015
Hackensack University Medical Center June 2014 - August 2014
Pigalle French Bistro May 2013 - August 2013
The Pennsylvania State University September 2011 - April 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Nonprofits, Strategic Planning, Fundraising, Administration, Event Planning, Leadership, Social Networking, Community Outreach, Facebook, Management, Sales, Human Resources, Leadership Development, Program Development, Training, Data Analysis, Policy, Recruiting, Team Building, Program Management, Public Relations, Social Media Marketing
Education
Penn State University 2010 — 2014
Bachelor's of Science, Health Policy Administration, Minor Labor and Employment Relations
Michele Altomare Michele Altomare's New York Life Insurance Company Experience September 2014 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company July 2011 - September 2014
Skills
SAP, Mainframe, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Account Reconciliation, Accounting, Analysis
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelorâs Degree, Finance, General
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company July 2011 - September 2014
Skills
SAP, Mainframe, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Account Reconciliation, Accounting, Analysis
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelorâs Degree, Finance, General
Kelsey Kummer's New York Life Insurance Company Experience May 2013 - August 2013
Job Student at University of Virginia School of Law
Industry Law Practice
Experience
Dechert LLP May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Legal Aid Justice Center September 2012 - May 2013
Szaferman Lakind Blumstein and Blader, PC May 2012 - August 2012
Students Consulting for Nonprofit Organizations January 2011 - May 2012
A Woman's Place May 2005 - January 2012
Education
University of Virginia School of Law 2013 — 2015
Doctor of Law (J.D.)
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Suppy Chain & Information Systems and Economics
Universidad de Sevilla 2010 — 2010
Spanish Language and Culture Study Abroad Program
Dechert LLP May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Legal Aid Justice Center September 2012 - May 2013
Szaferman Lakind Blumstein and Blader, PC May 2012 - August 2012
Students Consulting for Nonprofit Organizations January 2011 - May 2012
A Woman's Place May 2005 - January 2012
Education
University of Virginia School of Law 2013 — 2015
Doctor of Law (J.D.)
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Suppy Chain & Information Systems and Economics
Universidad de Sevilla 2010 — 2010
Spanish Language and Culture Study Abroad Program
Jason Hutchison Jason Hutchison's New York Life Insurance Company Experience January 2009 - December 2009
Job Facility Supervisor at Valvoline Pittsburgh Direct Market
Industry Automotive
Experience
Valvoline May 2011 - Present
Ashland Inc 2011 - 2015
Ashland Inc 2011 - 2015
Vericomm Corp. January 2010 - May 2011
New York Life Insurance Company January 2009 - December 2009
Skills
Sales Process, Organization, Operational Efficiency, Cost Management, Microsoft Office, Microsoft Excel, Accounting, People-oriented, Information Management, Information Retrieval, Sales Management, Time Management, Accountability, SAP, Highly motivated..., Leadership..., IBM Notes, Team Building, Customer Satisfaction, Sales, Cross-functional Team..., Leadership
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), 3.83
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Valvoline May 2011 - Present
Ashland Inc 2011 - 2015
Ashland Inc 2011 - 2015
Vericomm Corp. January 2010 - May 2011
New York Life Insurance Company January 2009 - December 2009
Skills
Sales Process, Organization, Operational Efficiency, Cost Management, Microsoft Office, Microsoft Excel, Accounting, People-oriented, Information Management, Information Retrieval, Sales Management, Time Management, Accountability, SAP, Highly motivated..., Leadership..., IBM Notes, Team Building, Customer Satisfaction, Sales, Cross-functional Team..., Leadership
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), 3.83
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Sylwia Malkinska Sylwia Malkinska's New York Life Insurance Company Experience November 2013 - Present
Job Accountant
Industry Accounting
Experience
New York Life Insurance Company November 2013 - Present
Blue Star Glass July 2012 - November 2013
Thompson Management LLC June 2011 - November 2013
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Bookkeeping, Tax Returns, QuickBooks, Financial Accounting, Auditing, General Ledger, Account Reconciliation, Accounts Receivable, GAAP, Accounts Payable
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
New York Life Insurance Company November 2013 - Present
Blue Star Glass July 2012 - November 2013
Thompson Management LLC June 2011 - November 2013
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Bookkeeping, Tax Returns, QuickBooks, Financial Accounting, Auditing, General Ledger, Account Reconciliation, Accounts Receivable, GAAP, Accounts Payable
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Clara Kong's New York Life Insurance Company Experience September 2013 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company November 2010 - Present
MetLife January 1989 - September 2010
Skills
Leadership, Training, Recruiting, Analysis, Strategy, Executive Management, Organizational..., Business Strategy, Leadership Development, Financial Services, Entrepreneurship, Start-ups, Strategic Planning, Team Building, Sales Management, Securities, Change Management, Business Process..., Mergers & Acquisitions, Process Improvement, Financial Analysis, Human Resources, Life Insurance, Mutual Funds, Banking, Portfolio Management, Vendor Management, Consulting, Insurance
Education
Pace University-Pleasantville/Briarcliff Campus 1980 — 1982
MIS, Information Systems
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company November 2010 - Present
MetLife January 1989 - September 2010
Skills
Leadership, Training, Recruiting, Analysis, Strategy, Executive Management, Organizational..., Business Strategy, Leadership Development, Financial Services, Entrepreneurship, Start-ups, Strategic Planning, Team Building, Sales Management, Securities, Change Management, Business Process..., Mergers & Acquisitions, Process Improvement, Financial Analysis, Human Resources, Life Insurance, Mutual Funds, Banking, Portfolio Management, Vendor Management, Consulting, Insurance
Education
Pace University-Pleasantville/Briarcliff Campus 1980 — 1982
MIS, Information Systems
Piers Curry Piers Curry's New York Life Insurance Company Experience March 2007 - December 2009
Job President at Nautilus Financial Services, LLC
Industry Financial Services
Experience
MassMutual Financial Group November 2011 - Present
Nautilus Financial Services, LLC January 2010 - Present
New York Life Insurance Company March 2007 - December 2009
Red Door Marketing Group, LLC July 2005 - February 2007
The Gerard Alexander Consulting Group, Inc. February 2004 - June 2005
Water Equipment Services, Inc. November 2001 - January 2004
MTE, LLC October 1995 - October 2001
Education
University of South Florida 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Economics
MassMutual Financial Group November 2011 - Present
Nautilus Financial Services, LLC January 2010 - Present
New York Life Insurance Company March 2007 - December 2009
Red Door Marketing Group, LLC July 2005 - February 2007
The Gerard Alexander Consulting Group, Inc. February 2004 - June 2005
Water Equipment Services, Inc. November 2001 - January 2004
MTE, LLC October 1995 - October 2001
Education
University of South Florida 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Kristin Scianna's New York Life Insurance Company Experience February 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
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
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
Ryan Chesney Ryan Chesney's New York Life Insurance Company Experience May 2015 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Clinton High School March 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Tennessee-Knoxville 2009 — 2011
Bachelor’s Degree, Special Education and Teaching
Pellissippi State Community College 2006 — 2009
Associate’s Degree, Communication and Media Studies
Karns High School 2002 — 2006
High School
New York Life Insurance Company May 2015 - Present
Clinton High School March 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Tennessee-Knoxville 2009 — 2011
Bachelor’s Degree, Special Education and Teaching
Pellissippi State Community College 2006 — 2009
Associate’s Degree, Communication and Media Studies
Karns High School 2002 — 2006
High School
Danielle Esposito Danielle Esposito's New York Life Insurance Company Experience November 2013 - May 2015
Job Retail Partnerships Coordinator at IDR Marketing Partners
Industry Marketing and Advertising
Experience
IDR Marketing Partners May 2015 - Present
New York Life Insurance Company November 2013 - May 2015
inSeption Group April 2013 - August 2013
Skills
Advertising, Promotions, Marketing Strategy, Customer Relations, Social Media, Customer Service, Microsoft Word, Social Media Marketing, Time Management, Microsoft Office, Market Research, Sales, Leadership, Training, Marketing, Management, PowerPoint
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
IDR Marketing Partners May 2015 - Present
New York Life Insurance Company November 2013 - May 2015
inSeption Group April 2013 - August 2013
Skills
Advertising, Promotions, Marketing Strategy, Customer Relations, Social Media, Customer Service, Microsoft Word, Social Media Marketing, Time Management, Microsoft Office, Market Research, Sales, Leadership, Training, Marketing, Management, PowerPoint
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Christian Duran Crespo Christian Duran Crespo's New York Life Insurance Company Experience August 2012 - Present
Job Life Insurance and Financial Service Professional with NYLife.
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
Parksite February 2011 - July 2012
Transportes Chevalier Ltda October 2009 - November 2010
Transportadora Universal Ltda January 2008 - October 2009
Transportadora Universal Ltda January 2006 - January 2008
Skills
Operations Management, Team Building, Sales Management, Logistics, Sales, Leadership, Management
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Business Administration, Business Administration and Management, General
Pace University-New York 2000 — 2002
Spanish & ESL for business management, Bilingual languages for Business
New York Life Insurance Company August 2012 - Present
Parksite February 2011 - July 2012
Transportes Chevalier Ltda October 2009 - November 2010
Transportadora Universal Ltda January 2008 - October 2009
Transportadora Universal Ltda January 2006 - January 2008
Skills
Operations Management, Team Building, Sales Management, Logistics, Sales, Leadership, Management
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Business Administration, Business Administration and Management, General
Pace University-New York 2000 — 2002
Spanish & ESL for business management, Bilingual languages for Business
Doug Gebhardt Doug Gebhardt's New York Life Insurance Company Experience July 1999 - November 2001
Job LOB Corporate Account Manager
Industry Oil & Energy
Experience
Clean Harbors October 2011 - Present
National Oilwell Varco January 2009 - October 2011
AccuToneUSA March 2007 - May 2009
Mortgage Bankers Association February 2001 - June 2006
New York Life Insurance Company July 1999 - November 2001
Skills
Leadership, Training, Team Leadership, Manufacturing, Retail, Staff Development, Warehousing, Policy, Inventory Control, Pricing, Shipping, Medical Devices, Cross-functional Team..., Process Improvement, Project Management, Energy, Oil & Gas, Onshore, Gas, Oilfield
Education
Penn State University
Bachelor's Degree
Clean Harbors October 2011 - Present
National Oilwell Varco January 2009 - October 2011
AccuToneUSA March 2007 - May 2009
Mortgage Bankers Association February 2001 - June 2006
New York Life Insurance Company July 1999 - November 2001
Skills
Leadership, Training, Team Leadership, Manufacturing, Retail, Staff Development, Warehousing, Policy, Inventory Control, Pricing, Shipping, Medical Devices, Cross-functional Team..., Process Improvement, Project Management, Energy, Oil & Gas, Onshore, Gas, Oilfield
Education
Penn State University
Bachelor's Degree
Howard Wiener Howard Wiener's New York Life Insurance Company Experience September 2013 - July 2015
Job Financial Representative at International Planning Alliance, LLC
Industry Financial Services
Experience
International Planning Alliance, LLC July 2015 - Present
New York Life Insurance Company September 2013 - July 2015
Jay Import Co., Inc. November 2005 - September 2013
Rephen Law Firm 2002 - 2005
Skills
Sales, Customer Service, Life Insurance, Retirement, Term Life Insurance, Permanent Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Multi-Generational..., Multi-Generational..., Protection Planning/..., Small Business, Succession Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Estate Planning
Education
University of Phoenix 2009 — 2012
Bachelor of Science, Business Administration
Penn State University
Shor Yoshuv Institute
International Planning Alliance, LLC July 2015 - Present
New York Life Insurance Company September 2013 - July 2015
Jay Import Co., Inc. November 2005 - September 2013
Rephen Law Firm 2002 - 2005
Skills
Sales, Customer Service, Life Insurance, Retirement, Term Life Insurance, Permanent Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Multi-Generational..., Multi-Generational..., Protection Planning/..., Small Business, Succession Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Estate Planning
Education
University of Phoenix 2009 — 2012
Bachelor of Science, Business Administration
Penn State University
Shor Yoshuv Institute
Brendan Beichert's New York Life Insurance Company Experience December 2009 - January 2010
Job 2017 MBA Candidate at The Robert H. Smith School of Business, University of Maryland
Industry Human Resources
Experience
Robert H. Smith School of Business, University of Maryland August 2015 - Present
BountyJobs August 2014 - July 2015
Brandwatch December 2013 - July 2014
Cision July 2012 - December 2013
Consolidated Graphics June 2010 - June 2012
New York Life Insurance Company December 2009 - January 2010
We Wash It Laundry Services June 2007 - August 2009
Skills
Sales, Social Media Marketing, Recruiting, Project Management, Public Relations, Account Management, Interviews, Contract Negotiation, SaaS, Networking, New Business Development, Sales Prospecting, Software, Sales Presentations, Sales Operations, Cision, Marketing, Product Demonstration, Brand Management, Microsoft Office, Social Media, Print, Broadcast, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
Penn State University 2006 — 2010
BS, Marketing
Universidad de Alicante 2009 — 2009
Study Abroad
Robert H. Smith School of Business, University of Maryland August 2015 - Present
BountyJobs August 2014 - July 2015
Brandwatch December 2013 - July 2014
Cision July 2012 - December 2013
Consolidated Graphics June 2010 - June 2012
New York Life Insurance Company December 2009 - January 2010
We Wash It Laundry Services June 2007 - August 2009
Skills
Sales, Social Media Marketing, Recruiting, Project Management, Public Relations, Account Management, Interviews, Contract Negotiation, SaaS, Networking, New Business Development, Sales Prospecting, Software, Sales Presentations, Sales Operations, Cision, Marketing, Product Demonstration, Brand Management, Microsoft Office, Social Media, Print, Broadcast, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
Penn State University 2006 — 2010
BS, Marketing
Universidad de Alicante 2009 — 2009
Study Abroad
Jennifer Lulis Jennifer Lulis's New York Life Insurance Company Experience May 2011 - June 2013
Job Licensed Banker at Citizens Bank
Industry Insurance
Experience
Citizens Bank June 2015 - Present
Clearfield Bank &Trust June 2013 - May 2015
New York Life Insurance Company May 2011 - June 2013
State Farm Insurance June 2009 - April 2011
State Farm-Scott Vasko June 2001 - May 2009
Skills
Long Term Care, Annuities, Investments, Retirement, Long-term Care, Life & Health Insurance..., Series 6 Licencse-PA, Life & Health Insurance..., Series 63, Fixed Annuities, Retirement Planning, 401k, Term Life Insurance, IRAs, Roth IRA, Mutual Funds, 401k Rollovers, College Savings Plans, Employee Benefits, Long Term Care Insurance, Life Insurance, Investment Strategies, Investment Advisory, Variable Annuities, Universal Life, Property, Whole Life, General Insurance, Series 6, Financial Services, Underwriting, Small Business
Education
Northern Arizon University 1996 — 1997
Speech Pathology
Penn State University 1991 — 1995
BS, Human Development and Family Studies
Windber Area High School 1988 — 1991
Citizens Bank June 2015 - Present
Clearfield Bank &Trust June 2013 - May 2015
New York Life Insurance Company May 2011 - June 2013
State Farm Insurance June 2009 - April 2011
State Farm-Scott Vasko June 2001 - May 2009
Skills
Long Term Care, Annuities, Investments, Retirement, Long-term Care, Life & Health Insurance..., Series 6 Licencse-PA, Life & Health Insurance..., Series 63, Fixed Annuities, Retirement Planning, 401k, Term Life Insurance, IRAs, Roth IRA, Mutual Funds, 401k Rollovers, College Savings Plans, Employee Benefits, Long Term Care Insurance, Life Insurance, Investment Strategies, Investment Advisory, Variable Annuities, Universal Life, Property, Whole Life, General Insurance, Series 6, Financial Services, Underwriting, Small Business
Education
Northern Arizon University 1996 — 1997
Speech Pathology
Penn State University 1991 — 1995
BS, Human Development and Family Studies
Windber Area High School 1988 — 1991
Gilberto Mojica Gilberto Mojica's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
United Parcel Service August 2006 - October 2014
Skills
Insurance, Life Insurance, Sales, Leadership, Customer Satisfaction
Education
Passaic County Community College
Criminal Justice and Corrections
The Careers School of Business
Sales Persons License, Real Estate
New York Life Insurance Company November 2014 - Present
United Parcel Service August 2006 - October 2014
Skills
Insurance, Life Insurance, Sales, Leadership, Customer Satisfaction
Education
Passaic County Community College
Criminal Justice and Corrections
The Careers School of Business
Sales Persons License, Real Estate
Paul Begin's New York Life Insurance Company Experience December 2014 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Education
Penn State University 1985 — 1987
Associate's degree
New York Life Insurance Company December 2014 - Present
Education
Penn State University 1985 — 1987
Associate's degree
Mark Sferrazza Mark Sferrazza's New York Life Insurance Company Experience August 2015 - Present
Job Associate, Human Resources at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company August 2015 - Present
Solvay June 2014 - August 2015
Solvay June 2013 - June 2014
La Bella Ferrara Pastry Shop May 2004 - May 2013
Salvatore Scibetta, Esq. September 2009 - May 2011
Skills
Fluent in French, Competent in Spanish..., Microsoft Office
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management (Human Resource Management), 3.5
The College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.21
SJHS
SJHS
West Orange
West Orange
New York Life Insurance Company August 2015 - Present
Solvay June 2014 - August 2015
Solvay June 2013 - June 2014
La Bella Ferrara Pastry Shop May 2004 - May 2013
Salvatore Scibetta, Esq. September 2009 - May 2011
Skills
Fluent in French, Competent in Spanish..., Microsoft Office
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management (Human Resource Management), 3.5
The College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.21
SJHS
SJHS
West Orange
West Orange
Benjamin Gerald Benjamin Gerald's New York Life Insurance Company Experience March 2009 - Present
Job Variable Life Tactical Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2009 - Present
Construction Management & Owner's Representative 1999 - 2009
Skills
Project Planning, Retirement, Risk Management, Life Insurance, Insurance, Contract Negotiation, Construction Management, Strategic Financial..., Contract Management, Project Management, Budgets, Financial Analysis, Microsoft Office, Construction, Investments, Estate Planning, Management, Leadership, Series 6, Series 63, Construction Engineering, Architectural..., Resourceful..., Collaboration Solutions, Out Of the Box, Long Term Care Insurance, Disability Insurance, 401k, Financial Services, IRAs, Sales, Retirement Planning, Competitive Analysis, Financial Planning
Education
The American College 2013 — 2017
CLU/CFP
Penn State University 1996 — 2002
B.A.E.
New York Life Insurance Company March 2009 - Present
Construction Management & Owner's Representative 1999 - 2009
Skills
Project Planning, Retirement, Risk Management, Life Insurance, Insurance, Contract Negotiation, Construction Management, Strategic Financial..., Contract Management, Project Management, Budgets, Financial Analysis, Microsoft Office, Construction, Investments, Estate Planning, Management, Leadership, Series 6, Series 63, Construction Engineering, Architectural..., Resourceful..., Collaboration Solutions, Out Of the Box, Long Term Care Insurance, Disability Insurance, 401k, Financial Services, IRAs, Sales, Retirement Planning, Competitive Analysis, Financial Planning
Education
The American College 2013 — 2017
CLU/CFP
Penn State University 1996 — 2002
B.A.E.
Tania Sarabia Tania Sarabia's New York Life Insurance Company Experience April 2014 - Present
Job Senior Associate, New York Life
Industry Printing
Experience
New York Life Insurance Company April 2014 - Present
RR Donnelley March 2000 - April 2014
Pictorial Offset Corporation August 1999 - March 2000
Macy's June 1991 - July 1999
Skills
Direct Mail, Account Management, Variable Data Printing, Marketing Strategy, Creative Direction, Offset Printing, Digital Marketing, New Business Development, Direct Marketing, Management, Marketing, Brand Development
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
New York Life Insurance Company April 2014 - Present
RR Donnelley March 2000 - April 2014
Pictorial Offset Corporation August 1999 - March 2000
Macy's June 1991 - July 1999
Skills
Direct Mail, Account Management, Variable Data Printing, Marketing Strategy, Creative Direction, Offset Printing, Digital Marketing, New Business Development, Direct Marketing, Management, Marketing, Brand Development
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Tony Curtis Tony Curtis's New York Life Insurance Company Experience August 2008 - April 2011
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
Railway cafe May 2014 - Present
MassMutual Financial Group April 2011 - July 2014
New York Life Insurance Company August 2008 - April 2011
Great Carbondale Chamber of Commerce 2011 - 2011
Aramark February 2001 - August 2008
Skills
Financial Planners, Insurance, Long-term Care, Customer Service, Strategic Financial..., Retirement Planning, Fixed Annuities, Retirement, Long Term Care Insurance, Disability Insurance, 401k, Business Planning, Sales, Small Business, Access, Financial Advisory, Wealth Management, Analysis, Health Insurance, Customer Retention, Term Life Insurance, Commercial Insurance, Series 6, Investments, Life Insurance, Property & Casualty..., Financial Analysis, Employee Benefits, Workers Compensation, Mutual Funds, Risk Management, IRAs, Pensions, Estate Planning, Whole Life, Finance, Financial Services, Series 63, Securities, College Savings Plans, Asset Management, Portfolio Management, Personal Finance, 401k Rollovers, Asset Allocation, Banking, Retirement Plan..., Series 7, Homeowners, Credit
Education
Penn State University 1999 — 2000
Business
Railway cafe May 2014 - Present
MassMutual Financial Group April 2011 - July 2014
New York Life Insurance Company August 2008 - April 2011
Great Carbondale Chamber of Commerce 2011 - 2011
Aramark February 2001 - August 2008
Skills
Financial Planners, Insurance, Long-term Care, Customer Service, Strategic Financial..., Retirement Planning, Fixed Annuities, Retirement, Long Term Care Insurance, Disability Insurance, 401k, Business Planning, Sales, Small Business, Access, Financial Advisory, Wealth Management, Analysis, Health Insurance, Customer Retention, Term Life Insurance, Commercial Insurance, Series 6, Investments, Life Insurance, Property & Casualty..., Financial Analysis, Employee Benefits, Workers Compensation, Mutual Funds, Risk Management, IRAs, Pensions, Estate Planning, Whole Life, Finance, Financial Services, Series 63, Securities, College Savings Plans, Asset Management, Portfolio Management, Personal Finance, 401k Rollovers, Asset Allocation, Banking, Retirement Plan..., Series 7, Homeowners, Credit
Education
Penn State University 1999 — 2000
Business
Ernest Bruce Ross Ernest Bruce Ross's New York Life Insurance Company Experience January 2010 - January 2011
Job Director at Horizons Financial Group
Industry Financial Services
Experience
Horizons Financial Group February 2011 - Present
Assurant Health February 2008 - March 2015
New York Life Insurance Company January 2010 - January 2011
US Health Group July 2004 - December 2009
Horizons Medical DBA March 2002 - July 2004
IPA Advisory & Intermediary Services 2000 - 2002
Carolina Capital Group May 1994 - November 2000
ROI Group March 1991 - April 1994
Palladium Financial Corporation January 1988 - February 1991
Relsor Corporation January 1974 - June 1986
Skills
Insurance, Health Insurance, Employee Benefits, Retirement Planning, Term Life Insurance, Fixed Annuities, Medicare, Investments, General Insurance, 401k, Universal Life, Sales, Whole Life, Small Business, Brokers, Sales Management, Disability Insurance, Strategic Planning, Finance, Leadership, New Business Development, Customer Satisfaction
Education
New York University - Leonard N. Stern School of Business 1967 — 1969
Master of Business Administration (M.B.A.), Finance and Marketing
Penn State University 1964 — 1967
Bachelor's Degree, Finance
Horizons Financial Group February 2011 - Present
Assurant Health February 2008 - March 2015
New York Life Insurance Company January 2010 - January 2011
US Health Group July 2004 - December 2009
Horizons Medical DBA March 2002 - July 2004
IPA Advisory & Intermediary Services 2000 - 2002
Carolina Capital Group May 1994 - November 2000
ROI Group March 1991 - April 1994
Palladium Financial Corporation January 1988 - February 1991
Relsor Corporation January 1974 - June 1986
Skills
Insurance, Health Insurance, Employee Benefits, Retirement Planning, Term Life Insurance, Fixed Annuities, Medicare, Investments, General Insurance, 401k, Universal Life, Sales, Whole Life, Small Business, Brokers, Sales Management, Disability Insurance, Strategic Planning, Finance, Leadership, New Business Development, Customer Satisfaction
Education
New York University - Leonard N. Stern School of Business 1967 — 1969
Master of Business Administration (M.B.A.), Finance and Marketing
Penn State University 1964 — 1967
Bachelor's Degree, Finance
Jamal Mack Jamal Mack's New York Life Insurance Company Experience May 2015 - Present
Job New York Life Insurance Intern
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company May 2015 - Present
Education is Freedom March 2015 - June 2015
First Convenience Bank December 2014 - February 2015
The TJX Companies, Inc. July 2013 - September 2014
Vector Marketing November 2010 - March 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Leadership, Public Speaking, Event Planning, Research, Nonprofits, Fundraising, Sales, Community Outreach
Education
Paul Quinn College 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.4
New York Life Insurance Company May 2015 - Present
Education is Freedom March 2015 - June 2015
First Convenience Bank December 2014 - February 2015
The TJX Companies, Inc. July 2013 - September 2014
Vector Marketing November 2010 - March 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Leadership, Public Speaking, Event Planning, Research, Nonprofits, Fundraising, Sales, Community Outreach
Education
Paul Quinn College 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.4
Jill Blumberg's New York Life Insurance Company Experience July 2011 - November 2012
Job CoFounder at onevillage
Industry Nonprofit Organization Management
Experience
onevillage 2010 - Present
Thomson Reuters October 2013 - Present
Hunton & Williams LLP November 2012 - October 2013
New York Life Insurance Company July 2011 - November 2012
Dewey & LeBoeuf LLP 2007 - 2011
Wolf Haldenstein Adler Freeman & Herz LLP 2002 - 2007
Duval & Stachenfeld LLP 2000 - 2002
Skills
Non-profits, Program Development, Program Administration, Program Management, Corporate Law, Commercial Real Estate, Nonprofits, Community Development, Community Outreach, Securities Regulation, Corporate Governance, Research, Mediation
Education
Penn State University
BA, Political Science
Suffolk University Law School
JD
onevillage 2010 - Present
Thomson Reuters October 2013 - Present
Hunton & Williams LLP November 2012 - October 2013
New York Life Insurance Company July 2011 - November 2012
Dewey & LeBoeuf LLP 2007 - 2011
Wolf Haldenstein Adler Freeman & Herz LLP 2002 - 2007
Duval & Stachenfeld LLP 2000 - 2002
Skills
Non-profits, Program Development, Program Administration, Program Management, Corporate Law, Commercial Real Estate, Nonprofits, Community Development, Community Outreach, Securities Regulation, Corporate Governance, Research, Mediation
Education
Penn State University
BA, Political Science
Suffolk University Law School
JD
Tyler Flynn-Corbin Tyler Flynn-Corbin's New York Life Insurance Company Experience May 2012 - Present
Job Investment Wholesaler at New York Life
Industry Investment Management
Experience
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company May 2011 - May 2012
New York Life Insurance Company May 2007 - May 2011
Skills
Sales, Marketing, Retirement Planning, Series 7, Mutual Funds, Variable Annuities, Consulting
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Business
Penn State University 1999 — 2005
BS, Economics
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company May 2011 - May 2012
New York Life Insurance Company May 2007 - May 2011
Skills
Sales, Marketing, Retirement Planning, Series 7, Mutual Funds, Variable Annuities, Consulting
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Business
Penn State University 1999 — 2005
BS, Economics
Terri McDermott ChFC CLU CLTC RICP's New York Life Insurance Company Experience April 2010 - August 2011
Job Director Wealth Advisory Group at 1847 Financial
Industry Financial Services
Experience
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
1847 Financial January 2013 - Present
Lighthouse Planning Consultants/Lincoln Financial Advisors March 2012 - January 2013
Eagle Strategies LLC July 2010 - August 2011
Crystal Financial Strategies April 2010 - August 2011
New York Life Insurance Company April 2010 - August 2011
First Financial Group / MassMutual June 2003 - April 2010
Education
Penn State University
Bachelors, Business Administration
Mark Lenert's New York Life Insurance Company Experience April 2002 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies, LLC January 2013 - Present
NYLIFE Securities LLC July 2002 - Present
New York Life Insurance Company April 2002 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Investments, Legacy Planning, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Protecton..., Risk Management, Succession Planning, Wealth Preservation...
Education
Pennsylvania State University 1986 — 1991
Mathematics
Eagle Strategies, LLC January 2013 - Present
NYLIFE Securities LLC July 2002 - Present
New York Life Insurance Company April 2002 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Investments, Legacy Planning, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Protecton..., Risk Management, Succession Planning, Wealth Preservation...
Education
Pennsylvania State University 1986 — 1991
Mathematics
Jeremy Sauvé's New York Life Insurance Company Experience 2001 - 2003
Job CoFounder & Managing Partner
Industry Insurance
Experience
Sauvé Consulting Group, Inc. July 2011 - Present
Unum December 2003 - July 2011
New York Life Insurance Company 2001 - 2003
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Long-term Care, Life Insurance, Underwriting, Whole Life, Term Life Insurance, Brokers, Strategic Planning, New Business Development, Small Business, Strategic Partnerships, Benefits Administration, Sales, Management, Health Savings Accounts
Education
Pennsylvania State University, Main Campus 1996 — 2001
Bachelor of Science, Business Management
Sauvé Consulting Group, Inc. July 2011 - Present
Unum December 2003 - July 2011
New York Life Insurance Company 2001 - 2003
Skills
Employee Benefits, Disability Insurance, Insurance, Health Insurance, Long-term Care, Life Insurance, Underwriting, Whole Life, Term Life Insurance, Brokers, Strategic Planning, New Business Development, Small Business, Strategic Partnerships, Benefits Administration, Sales, Management, Health Savings Accounts
Education
Pennsylvania State University, Main Campus 1996 — 2001
Bachelor of Science, Business Management
Felicia Warner's New York Life Insurance Company Experience September 2009 - May 2010
Job Senior Analyst at The Citco Group of Companies
Industry Financial Services
Experience
Citco Fund Services February 2015 - Present
Real Estate Capital Partners January 2013 - February 2015
ISDA January 2012 - January 2013
National Securities Corp May 2010 - January 2012
New York Life Insurance Company September 2009 - May 2010
Lucerne Hotel June 2008 - May 2009
Tony's Big Easy September 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Client Services, Customer Service, Market Research, Teamwork, Data Analysis, Social Media, Outlook, Microsoft Word, Financial Reporting, Accounting, Social Media Marketing, Event Management, Research, Management, Marketing
Education
Penn State University 2003 — 2008
College of Health and Human Development, Hotel, Restaurant & Institutional Mangement
Citco Fund Services February 2015 - Present
Real Estate Capital Partners January 2013 - February 2015
ISDA January 2012 - January 2013
National Securities Corp May 2010 - January 2012
New York Life Insurance Company September 2009 - May 2010
Lucerne Hotel June 2008 - May 2009
Tony's Big Easy September 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Client Services, Customer Service, Market Research, Teamwork, Data Analysis, Social Media, Outlook, Microsoft Word, Financial Reporting, Accounting, Social Media Marketing, Event Management, Research, Management, Marketing
Education
Penn State University 2003 — 2008
College of Health and Human Development, Hotel, Restaurant & Institutional Mangement
Linda MacLeod, CRPC, MBA's New York Life Insurance Company Experience March 2014 - Present
Job Financial Services Professional helping families, retirees, and small business owners achieve financial security
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Helen Song CLU, CLTC, LUTCF's New York Life Insurance Company Experience October 1998 - Present
Job Financial Adviser Eagle Strategies LLC
Industry Insurance
Experience
NYLIFE Securities LLC October 1998 - Present
Eagle Strategies, LLC November 2009 - Present
New York Life Insurance Company October 1998 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Annuity Sales, Education Funding, Investments, Estate Planning, Long-term Care, Financial Advisory, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation..., personal finance, Risk Management, Financial Services, IRAs, Business Planning, Individual Pension Plans, Key Person Insurance, SEP IRA, Simple IRA, Defined Benefit
Education
The American College 2010 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 1998 — 2000
LUTCF, Life Underwriter Training Council Fellow
Santa Clara University
Finance
Peking University
English Language and Literature
NYLIFE Securities LLC October 1998 - Present
Eagle Strategies, LLC November 2009 - Present
New York Life Insurance Company October 1998 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Annuity Sales, Education Funding, Investments, Estate Planning, Long-term Care, Financial Advisory, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation..., personal finance, Risk Management, Financial Services, IRAs, Business Planning, Individual Pension Plans, Key Person Insurance, SEP IRA, Simple IRA, Defined Benefit
Education
The American College 2010 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 1998 — 2000
LUTCF, Life Underwriter Training Council Fellow
Santa Clara University
Finance
Peking University
English Language and Literature
Lisha Davis CFP's New York Life Insurance Company Experience May 2006 - November 2007
Job Senior Manager at Vanguard
Industry Investment Management
Experience
Vanguard (Flagship Services) January 2015 - Present
Vanguard January 2013 - January 2015
Vanguard June 2011 - January 2013
Vanguard January 2011 - June 2011
Vanguard July 2010 - December 2010
Eagle Strategies, LLC July 2002 - June 2009
New York Life Insurance Company May 2006 - November 2007
Hall & Partners October 2001 - June 2002
Diesel November 2000 - May 2002
Skills
General Management, Strategy, Business Planning, Leadership Development, Innovation Management, Experience Design, Competitive Analysis, Marketing Strategy, Business Development, Sales Management, Recruitment/Retention, Investments, Portfolio Management, Financial Services, Training, Marketing, Sales, Process Improvement, Financial Analysis, Strategic Financial..., Financial Planning, Strategic Planning, Financial Modeling
Education
Parsons School of Design 2015 — 2017
Masters of Science, Strategic Design and Management
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management and Strategy
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance, Marketing
Vanguard (Flagship Services) January 2015 - Present
Vanguard January 2013 - January 2015
Vanguard June 2011 - January 2013
Vanguard January 2011 - June 2011
Vanguard July 2010 - December 2010
Eagle Strategies, LLC July 2002 - June 2009
New York Life Insurance Company May 2006 - November 2007
Hall & Partners October 2001 - June 2002
Diesel November 2000 - May 2002
Skills
General Management, Strategy, Business Planning, Leadership Development, Innovation Management, Experience Design, Competitive Analysis, Marketing Strategy, Business Development, Sales Management, Recruitment/Retention, Investments, Portfolio Management, Financial Services, Training, Marketing, Sales, Process Improvement, Financial Analysis, Strategic Financial..., Financial Planning, Strategic Planning, Financial Modeling
Education
Parsons School of Design 2015 — 2017
Masters of Science, Strategic Design and Management
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management and Strategy
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance, Marketing
Yan Ma,'s New York Life Insurance Company Experience March 2013 - September 2014
Job Senior Accountant, CPA
Industry Accounting
Experience
National Grid September 2014 - Present
New York Life Insurance Company March 2013 - September 2014
New York Life Insurance Company October 2008 - March 2013
Zurich Financial Services January 2007 - June 2008
Skills
SAP, Crystal Reports, Microsoft Excel, Microsoft Word, Access, Internal Controls, SAP BW, Wings, Financial Reporting, Financial Accounting, Financial Statements, IFRS, Financial Analysis
Education
Pace University - Lubin School of Business 2003 — 2008
BBA/MBA, Public Accounting
National Grid September 2014 - Present
New York Life Insurance Company March 2013 - September 2014
New York Life Insurance Company October 2008 - March 2013
Zurich Financial Services January 2007 - June 2008
Skills
SAP, Crystal Reports, Microsoft Excel, Microsoft Word, Access, Internal Controls, SAP BW, Wings, Financial Reporting, Financial Accounting, Financial Statements, IFRS, Financial Analysis
Education
Pace University - Lubin School of Business 2003 — 2008
BBA/MBA, Public Accounting
Gordon D. Hartranft II's New York Life Insurance Company Experience February 2005 - Present
Job Financial Services Professional Personal and Business Insurance Planning New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2005 - Present
Education
Penn State University
BA, Business, Economics
New York Life Insurance Company February 2005 - Present
Education
Penn State University
BA, Business, Economics
Stephanie Myers Bersak's New York Life Insurance Company Experience June 2009 - April 2010
Job Inhouse Counsel at Amalgamated Life Insurance
Industry Law Practice
Experience
Amalgamated Life Insurance February 2013 - Present
Wilson Elser August 2011 - January 2013
New York State Unified Court System August 2010 - August 2011
New York Life Insurance Company June 2009 - April 2010
Education
Pace University School of Law 2007 — 2010
J.D.
Amalgamated Life Insurance February 2013 - Present
Wilson Elser August 2011 - January 2013
New York State Unified Court System August 2010 - August 2011
New York Life Insurance Company June 2009 - April 2010
Education
Pace University School of Law 2007 — 2010
J.D.
Cynthia Barreira's New York Life Insurance Company Experience February 2013 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
Torchmark February 2011 - February 2013
Protection One July 2007 - August 2008
Volvo Logistics March 2005 - July 2007
Skills
401k Rollovers, Business Planning, Life Insurance, Long Term Care Insurance, Personal Finance, Wealth Preservation..., Whole Life, Term Life Insurance, Buy-sell Agreements, Charitable Giving, Education Funding, Estate Planning, Income Protection, Investments, Team Building, Customer Relations, Seminar Marketing, Guaranteed Lifetime..., Mutual Funds, Employee Relations, Training, Performance Management, Applicant Tracking..., Internet Recruiting, Human Resources, Talent Acquisition, Sourcing, Recruiting, Benefits Administration
Education
Tusculum College 2001 — 2003
Bachelor's degree, Organizational Management
Pellissippi State Community College
Associate's degree, Business Administration, Management and Operations
New York Life Insurance Company February 2013 - Present
Torchmark February 2011 - February 2013
Protection One July 2007 - August 2008
Volvo Logistics March 2005 - July 2007
Skills
401k Rollovers, Business Planning, Life Insurance, Long Term Care Insurance, Personal Finance, Wealth Preservation..., Whole Life, Term Life Insurance, Buy-sell Agreements, Charitable Giving, Education Funding, Estate Planning, Income Protection, Investments, Team Building, Customer Relations, Seminar Marketing, Guaranteed Lifetime..., Mutual Funds, Employee Relations, Training, Performance Management, Applicant Tracking..., Internet Recruiting, Human Resources, Talent Acquisition, Sourcing, Recruiting, Benefits Administration
Education
Tusculum College 2001 — 2003
Bachelor's degree, Organizational Management
Pellissippi State Community College
Associate's degree, Business Administration, Management and Operations
Chris Yung's New York Life Insurance Company Experience June 2011 - Present
Job New York Life Agent
Industry Insurance
Experience
New York Life Insurance Company June 2011 - Present
Prudential Securties May 1985 - August 1988
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Key Person Protection, IRAs
Education
Pace University-New York
Bachelor of Arts (B.A.)
New York Life Insurance Company June 2011 - Present
Prudential Securties May 1985 - August 1988
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Key Person Protection, IRAs
Education
Pace University-New York
Bachelor of Arts (B.A.)
Kelley Galigher's New York Life Insurance Company Experience 2008 - 2008
Job Area Sales Manager at Magnifund Group
Industry Sports
Experience
Magnifund Group October 2009 - Present
New York Life Insurance Company 2008 - 2008
DHI Mortgage 2004 - 2006
DR Horton 2000 - 2002
Education
University of Buckingham 2007 — 2008
Masters, Business Administration
Penn State University 1999 — 2003
Bachelor of Arts, Political Science
Magnifund Group October 2009 - Present
New York Life Insurance Company 2008 - 2008
DHI Mortgage 2004 - 2006
DR Horton 2000 - 2002
Education
University of Buckingham 2007 — 2008
Masters, Business Administration
Penn State University 1999 — 2003
Bachelor of Arts, Political Science
Nicholas Nosel's New York Life Insurance Company Experience September 2014 - Present
Job
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
HSBC January 2014 - July 2014
Citi July 2012 - May 2013
Federal Reserve Bank of New York March 2011 - June 2012
JPMorgan Chase November 2010 - February 2011
Bank of New York Mellon December 2009 - June 2010
CBA Group, Inc December 2006 - December 2009
Morgan Stanley June 2004 - August 2004
Skills
Business Objects, Microsoft Excel, Pivot Tables, VBA, Financial Reporting, Financial Modeling, Bloomberg, Relational Databases, CA Clarity, Data Analysis, Access, Financial Analysis, Summit, Vlookup, SQL, Capital Budgeting, Project Finance, Private Equity, Portfolio Management, Fixed Income, Derivatives, Business Analysis, Management, Valuation, Finance, Microsoft Office, Analysis
Education
Penn State University 2002 — 2006
BS, Actuarial Science
New York Life Insurance Company September 2014 - Present
HSBC January 2014 - July 2014
Citi July 2012 - May 2013
Federal Reserve Bank of New York March 2011 - June 2012
JPMorgan Chase November 2010 - February 2011
Bank of New York Mellon December 2009 - June 2010
CBA Group, Inc December 2006 - December 2009
Morgan Stanley June 2004 - August 2004
Skills
Business Objects, Microsoft Excel, Pivot Tables, VBA, Financial Reporting, Financial Modeling, Bloomberg, Relational Databases, CA Clarity, Data Analysis, Access, Financial Analysis, Summit, Vlookup, SQL, Capital Budgeting, Project Finance, Private Equity, Portfolio Management, Fixed Income, Derivatives, Business Analysis, Management, Valuation, Finance, Microsoft Office, Analysis
Education
Penn State University 2002 — 2006
BS, Actuarial Science
Tiffany Myers Licciardello's New York Life Insurance Company Experience September 2011 - Present
Job Director Accounting & Budget Administration at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2009 - September 2011
Advantec September 1999 - May 2009
Salomon Smith Barney 1995 - 1999
Citigroup 1995 - 1999
Skills
PeopleSoft, Financial Reporting, Accounting, Recruiting, Financial Analysis, Analysis, Payroll, Budgets, Performance Management, Employee Relations, Leadership, Human Resources, Management, Vendor Management, Benefits Administration, Training, Process Improvement, ADP Payroll, Finance, Onboarding, Employee Benefits, Insurance, Mergers & Acquisitions, Business Process...
Education
Penn State University 1990 — 1994
BS, Accounting & International Business
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2009 - September 2011
Advantec September 1999 - May 2009
Salomon Smith Barney 1995 - 1999
Citigroup 1995 - 1999
Skills
PeopleSoft, Financial Reporting, Accounting, Recruiting, Financial Analysis, Analysis, Payroll, Budgets, Performance Management, Employee Relations, Leadership, Human Resources, Management, Vendor Management, Benefits Administration, Training, Process Improvement, ADP Payroll, Finance, Onboarding, Employee Benefits, Insurance, Mergers & Acquisitions, Business Process...
Education
Penn State University 1990 — 1994
BS, Accounting & International Business
Glenn Huo's New York Life Insurance Company Experience November 2012 - December 2012
Job
Industry Information Technology and Services
Experience
TD Bank June 2013 - Present
Cablevision May 2013 - June 2013
Bloomberg LP January 2013 - May 2013
New York Life Insurance Company November 2012 - December 2012
Bloomberg LP April 2011 - July 2012
Brown Brothers Harriman August 2010 - January 2011
ADP December 2002 - August 2010
Lehman Brothers September 2000 - November 2002
Securities Industry Automation Corporation (SIAC), a subsidiary of NYSE April 1998 - September 2000
Cedara Software Corp. (formerly ISG Technologies Inc.) November 1995 - April 1998
Skills
Oracle, Database Design, Data Modeling, Data Modeling Patterns, Data Warehouse, OLTP, PL/SQL, Business Intelligence, Performance Tuning, Very Large Database, Green Plum, Netezza, Relational Databases, Dimensional Database, Hibernate, Design Patterns, C++, Java, TIBCO Rendezvous
Education
The University of British Columbia 1990 — 1993
Master of Science (M.Sc.), Computer Science
Peking University 1986 — 1990
Bachelor of Science (B.Sc.), Computer Science
TD Bank June 2013 - Present
Cablevision May 2013 - June 2013
Bloomberg LP January 2013 - May 2013
New York Life Insurance Company November 2012 - December 2012
Bloomberg LP April 2011 - July 2012
Brown Brothers Harriman August 2010 - January 2011
ADP December 2002 - August 2010
Lehman Brothers September 2000 - November 2002
Securities Industry Automation Corporation (SIAC), a subsidiary of NYSE April 1998 - September 2000
Cedara Software Corp. (formerly ISG Technologies Inc.) November 1995 - April 1998
Skills
Oracle, Database Design, Data Modeling, Data Modeling Patterns, Data Warehouse, OLTP, PL/SQL, Business Intelligence, Performance Tuning, Very Large Database, Green Plum, Netezza, Relational Databases, Dimensional Database, Hibernate, Design Patterns, C++, Java, TIBCO Rendezvous
Education
The University of British Columbia 1990 — 1993
Master of Science (M.Sc.), Computer Science
Peking University 1986 — 1990
Bachelor of Science (B.Sc.), Computer Science
Rose Elena Sauceda's New York Life Insurance Company Experience January 2009 - January 2011
Job Business Development Manager, VP/Business Banking, Latina Leader on Hispanic Community Initiatives
Industry Banking
Experience
Capital Direct Funding July 2014 - Present
National Latina Business Women Association-Los Angeles Chapter January 2008 - Present
Comerica Bank January 2011 - May 2013
New York Life Insurance Company January 2009 - January 2011
Bank of America January 1990 - December 2008
Skills
Small Business Lending, Credit, Commercial Banking, Credit Analysis, Financial Services, Financial Analysis, Portfolio Management, New Business Development, Underwriting, Finance, Strategic Planning, Insurance, Branch Management, Risk Management, Sales Management, Mortgage Banking, Customer Service, Management, Sales, Small Business
Education
UCLA Anderson School of Management 2014 — 2015
Business, Management, Marketing, and Related Support Services
Pasadena City College
Capital Direct Funding July 2014 - Present
National Latina Business Women Association-Los Angeles Chapter January 2008 - Present
Comerica Bank January 2011 - May 2013
New York Life Insurance Company January 2009 - January 2011
Bank of America January 1990 - December 2008
Skills
Small Business Lending, Credit, Commercial Banking, Credit Analysis, Financial Services, Financial Analysis, Portfolio Management, New Business Development, Underwriting, Finance, Strategic Planning, Insurance, Branch Management, Risk Management, Sales Management, Mortgage Banking, Customer Service, Management, Sales, Small Business
Education
UCLA Anderson School of Management 2014 — 2015
Business, Management, Marketing, and Related Support Services
Pasadena City College
Ron Mack's New York Life Insurance Company Experience January 2009 - Present
Job Agency Standards Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
TIAA-CREF January 1995 - December 2008
Dreyfus Service Corporation May 1989 - December 1994
Skills
Wealth Management, Financial Advisory
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
New York Life Insurance Company January 2009 - Present
TIAA-CREF January 1995 - December 2008
Dreyfus Service Corporation May 1989 - December 1994
Skills
Wealth Management, Financial Advisory
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Ray Gross's New York Life Insurance Company Experience May 2004 - November 2005
Job Client Relations Director at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual December 2007 - Present
West Coast Life November 2005 - November 2007
New York Life Insurance Company May 2004 - November 2005
Education
Penn State University 1979 — 1984
Bachelor of Arts and Sciences, Art History/Fine Arts
West Chester University of Pennsylvania 1987 — 1989
Masters, Elementary Education
Northwestern Mutual December 2007 - Present
West Coast Life November 2005 - November 2007
New York Life Insurance Company May 2004 - November 2005
Education
Penn State University 1979 — 1984
Bachelor of Arts and Sciences, Art History/Fine Arts
West Chester University of Pennsylvania 1987 — 1989
Masters, Elementary Education
Vincent Cannizzaro's New York Life Insurance Company Experience 2000 - 2002
Job Senior Territory Manager at Horizon Pharma plc
Industry Pharmaceuticals
Experience
Horizon Pharma plc December 2013 - Present
Novo Nordisk April 2007 - July 2012
Takeda Pharmaceuticals November 2003 - April 2007
New York Life Insurance Company 2000 - 2002
Thermo Fisher Scientific 1900 - 1901
Skills
Diabetes, Pharmaceutical Sales, Pharmaceutical Industry, Endocrinology, Rheumatology, Cardiology, Gastroenterology, Hospital Sales, Nephrology, Neurology, Pulmonology, Urology
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Management/Finance
Horizon Pharma plc December 2013 - Present
Novo Nordisk April 2007 - July 2012
Takeda Pharmaceuticals November 2003 - April 2007
New York Life Insurance Company 2000 - 2002
Thermo Fisher Scientific 1900 - 1901
Skills
Diabetes, Pharmaceutical Sales, Pharmaceutical Industry, Endocrinology, Rheumatology, Cardiology, Gastroenterology, Hospital Sales, Nephrology, Neurology, Pulmonology, Urology
Education
Pace University - Lubin School of Business 1995 — 2000
BBA, Management/Finance
Robert Smeltzer's New York Life Insurance Company Experience July 2011 - Present
Job Agent for New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Education
Penn State University 1999 — 2003
BS, Management & Marketing
Pennsbury 1996 — 1999
New York Life Insurance Company July 2011 - Present
Education
Penn State University 1999 — 2003
BS, Management & Marketing
Pennsbury 1996 — 1999
Brian Fintz's New York Life Insurance Company Experience October 2010 - August 2011
Job Greystone Funding FHA/HUD & CMBS Originator Multifamily/Healthcare Real Estate
Industry Financial Services
Experience
Greystone & Co. August 2011 - Present
New York Life Insurance Company October 2010 - August 2011
Morgan Stanley Smith Barney July 2009 - August 2009
Citi June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, Accounting, Microsoft Office, PowerPoint, Mortgage Lending, Microsoft Word, Data Analysis, Finance, Portfolio Management, Mutual Funds, Analysis, Financial Reporting, Customer Service, Asset Allocation, Outlook, Real Estate Financing, Capital Markets, Loan Origination
Education
Penn State University
Bachelor of Science, Finance, Accounting
Greystone & Co. August 2011 - Present
New York Life Insurance Company October 2010 - August 2011
Morgan Stanley Smith Barney July 2009 - August 2009
Citi June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, Accounting, Microsoft Office, PowerPoint, Mortgage Lending, Microsoft Word, Data Analysis, Finance, Portfolio Management, Mutual Funds, Analysis, Financial Reporting, Customer Service, Asset Allocation, Outlook, Real Estate Financing, Capital Markets, Loan Origination
Education
Penn State University
Bachelor of Science, Finance, Accounting
Svetlana Kheyman's New York Life Insurance Company Experience July 1988 - Present
Job APPLICATIONS SPECIALIST at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 1988 - Present
Skills
Access, Financial Services, SQL, Insurance, SDLC, Business Analysis, Risk Management, Microsoft Office, Visio, Life Insurance, Software Development, SharePoint, Requirements Gathering, Requirements Analysis
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor's degree, Accounting
New York Life Insurance Company July 1988 - Present
Skills
Access, Financial Services, SQL, Insurance, SDLC, Business Analysis, Risk Management, Microsoft Office, Visio, Life Insurance, Software Development, SharePoint, Requirements Gathering, Requirements Analysis
Education
Pace University - Lubin School of Business 1984 — 1988
Bachelor's degree, Accounting
Brian Putney's New York Life Insurance Company Experience August 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Retail
Experience
New York Life Insurance Company August 2012 - Present
Bob Mills November 2008 - April 2010
Education
Paradise Valley Community College
Crimminal Justice
Red Rocks Community College
Crimminal Justice
New York Life Insurance Company August 2012 - Present
Bob Mills November 2008 - April 2010
Education
Paradise Valley Community College
Crimminal Justice
Red Rocks Community College
Crimminal Justice
barry neal's New York Life Insurance Company Experience September 2010 - May 2012
Job Senior Estate Planning Administrator at Alliance for Senior Protection
Industry Insurance
Experience
Alliance for Senior Protection May 2012 - Present
New York Life Insurance Company September 2010 - May 2012
New York Life Long-Term Care September 2010 - May 2012
Property Now Investors 2005 - April 2011
Skills
Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, IRAs, Life Insurance, Long-term Care, Fixed Annuities, Retirement, Health Insurance, Estate Planning, Small Business, Employee Benefits, Whole Life, Financial Planners, Series 63, Strategic Financial..., Wealth, Mutual Funds, Universal Life, Series 6, Wealth Management, Personal Finance, Long Term Care Insurance, 401k, Commercial Insurance, Investments, Financial Services, Financial Advisory, Roth IRA, FINRA, Wealth Management..., Accident, Uniform Combined State..., Pensions, Asset Protection, Investment Advisory, Asset Allocation, Life & Health Insurance..., Personal Financial..., Cold Calling, Critical Illness, Income Protection, Series 7, Securities, Permanent Life Insurance, 401k Rollovers, Financial Planning
Education
Penn State University
Alliance for Senior Protection May 2012 - Present
New York Life Insurance Company September 2010 - May 2012
New York Life Long-Term Care September 2010 - May 2012
Property Now Investors 2005 - April 2011
Skills
Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, IRAs, Life Insurance, Long-term Care, Fixed Annuities, Retirement, Health Insurance, Estate Planning, Small Business, Employee Benefits, Whole Life, Financial Planners, Series 63, Strategic Financial..., Wealth, Mutual Funds, Universal Life, Series 6, Wealth Management, Personal Finance, Long Term Care Insurance, 401k, Commercial Insurance, Investments, Financial Services, Financial Advisory, Roth IRA, FINRA, Wealth Management..., Accident, Uniform Combined State..., Pensions, Asset Protection, Investment Advisory, Asset Allocation, Life & Health Insurance..., Personal Financial..., Cold Calling, Critical Illness, Income Protection, Series 7, Securities, Permanent Life Insurance, 401k Rollovers, Financial Planning
Education
Penn State University
Daniel Sloane's New York Life Insurance Company Experience October 2011 - July 2012
Job Financial Services
Industry Financial Services
Experience
Citizens Bank December 2013 - Present
First Niagara Bank June 2012 - November 2013
New York Life Insurance Company October 2011 - July 2012
Fox Chapel Golf Club July 2008 - October 2011
Oakmont Country Club May 2006 - August 2007
Birdsfoot Golf Course May 2001 - August 2005
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Budgets, Life Insurance, PowerPoint, Sales, Mutual Funds, Management, Strategic Planning, Strategic Financial..., Project Management, Insurance, Training, Fixed Annuities, Investments, Retail, Term Life Insurance, Retirement Planning, Retirement, Long-term Care, Whole Life, Direct Sales
Education
Penn State University 2004 — 2008
BS, Turfgrass Science
Citizens Bank December 2013 - Present
First Niagara Bank June 2012 - November 2013
New York Life Insurance Company October 2011 - July 2012
Fox Chapel Golf Club July 2008 - October 2011
Oakmont Country Club May 2006 - August 2007
Birdsfoot Golf Course May 2001 - August 2005
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Budgets, Life Insurance, PowerPoint, Sales, Mutual Funds, Management, Strategic Planning, Strategic Financial..., Project Management, Insurance, Training, Fixed Annuities, Investments, Retail, Term Life Insurance, Retirement Planning, Retirement, Long-term Care, Whole Life, Direct Sales
Education
Penn State University 2004 — 2008
BS, Turfgrass Science
William Brunner's New York Life Insurance Company Experience January 2011 - June 2011
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2011 - Present
New York Life Insurance Company January 2011 - June 2011
Johnson & Johnson Consumer Companies January 2009 - July 2009
The Bryn Mawr Trust Company May 2008 - August 2008
Skills
Banking, Finance, Retirement Planning, Retirement, Investments, Strategic Financial..., Asset Allocation, Financial Planners, Microsoft Excel
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Accounting
The Smeal College of Business 2006 — 2010
Bachelor of Science in Accounting, Accounting
The College of Liberal Arts 2006 — 2009
Minor, Economics
JPMorgan Chase June 2011 - Present
New York Life Insurance Company January 2011 - June 2011
Johnson & Johnson Consumer Companies January 2009 - July 2009
The Bryn Mawr Trust Company May 2008 - August 2008
Skills
Banking, Finance, Retirement Planning, Retirement, Investments, Strategic Financial..., Asset Allocation, Financial Planners, Microsoft Excel
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Accounting
The Smeal College of Business 2006 — 2010
Bachelor of Science in Accounting, Accounting
The College of Liberal Arts 2006 — 2009
Minor, Economics
Cherie Hunt's New York Life Insurance Company Experience May 2007 - July 2007
Job Shared Assistant at Integrated Financial Group | The Brain Trust
Industry Financial Services
Experience
Integrated Financial Group The Brain Trust 2011 - Present
Infomart October 2007 - June 2008
New York Life Insurance Company May 2007 - July 2007
Unum June 2006 - April 2007
Tri-City Medical Center January 1998 - September 1999
Education
Palomar College 1990 — 1991
General Education
Integrated Financial Group The Brain Trust 2011 - Present
Infomart October 2007 - June 2008
New York Life Insurance Company May 2007 - July 2007
Unum June 2006 - April 2007
Tri-City Medical Center January 1998 - September 1999
Education
Palomar College 1990 — 1991
General Education
Huss Rifat's New York Life Insurance Company Experience March 2009 - May 2010
Job Team Leader of Operations at Stryker
Industry Logistics and Supply Chain
Experience
Stryker May 2014 - Present
Exel October 2013 - May 2014
Exel Logistics November 2012 - October 2013
Exel November 2010 - October 2012
Exel June 2010 - November 2010
New York Life Insurance Company March 2009 - May 2010
Skills
3PL, Customer Service, Financial Analysis, Financial Reporting, Inventory Management, Leadership, Logistics, Logistics Management, Supply Chain..., Transportation, Warehouse Management, Account Management, Inventory Control, Operations Management, Process Improvement, Reverse Logistics, Supply Chain, Warehousing, Supply Chain Management, Transportation..., Freight, Freight Forwarding, International Logistics
Education
Penn State University 2004 — 2008
Business, Accounting
Stryker May 2014 - Present
Exel October 2013 - May 2014
Exel Logistics November 2012 - October 2013
Exel November 2010 - October 2012
Exel June 2010 - November 2010
New York Life Insurance Company March 2009 - May 2010
Skills
3PL, Customer Service, Financial Analysis, Financial Reporting, Inventory Management, Leadership, Logistics, Logistics Management, Supply Chain..., Transportation, Warehouse Management, Account Management, Inventory Control, Operations Management, Process Improvement, Reverse Logistics, Supply Chain, Warehousing, Supply Chain Management, Transportation..., Freight, Freight Forwarding, International Logistics
Education
Penn State University 2004 — 2008
Business, Accounting
Matthew Modzelewski's New York Life Insurance Company Experience October 2011 - June 2013
Job Actuarial Analyst
Industry Financial Services
Experience
Cammack Retirement Group October 2013 - Present
The College Board July 2013 - February 2014
New York Life Insurance Company October 2011 - June 2013
Pleasant Valley School District December 2010 - October 2011
Pennsylvania State University September 2009 - May 2010
Skills
Access, Microsoft Office, Data Analysis, Microsoft Excel, VBA, Statistics, SQL, Analysis, Customer Service, Computer Hardware, Business Analysis, PowerPoint, Programming, Visio, Windows 7, Lotus Notes, SAS, Actuarial Science, Risk Management, Financial Analysis, BMC Remedy, Altiris, Troubleshooting, Forecasting, Microsoft SQL Server, Statistical Modeling, Windows, System Administration, Communication, Visual Basic, Databases, Cognos, Data Mining, SAS programming, Actuarial Consulting, C#, XML
Education
Penn State University
Bachelor of Science, Mathematics, 3.5
Cammack Retirement Group October 2013 - Present
The College Board July 2013 - February 2014
New York Life Insurance Company October 2011 - June 2013
Pleasant Valley School District December 2010 - October 2011
Pennsylvania State University September 2009 - May 2010
Skills
Access, Microsoft Office, Data Analysis, Microsoft Excel, VBA, Statistics, SQL, Analysis, Customer Service, Computer Hardware, Business Analysis, PowerPoint, Programming, Visio, Windows 7, Lotus Notes, SAS, Actuarial Science, Risk Management, Financial Analysis, BMC Remedy, Altiris, Troubleshooting, Forecasting, Microsoft SQL Server, Statistical Modeling, Windows, System Administration, Communication, Visual Basic, Databases, Cognos, Data Mining, SAS programming, Actuarial Consulting, C#, XML
Education
Penn State University
Bachelor of Science, Mathematics, 3.5
Gameri Nersissian's New York Life Insurance Company Experience April 2007 - August 2009
Job Domestic & International Consultant at Fleetrates.com
Industry Financial Services
Experience
Fleetrates.com August 2011 - Present
Sunrise Ford North Hollywood 2011 - 2011
AT&T Interactive June 2009 - July 2010
New York Life Insurance Company April 2007 - August 2009
New York Life Insurance Company August 2007 - March 2009
China Pearl March 2006 - July 2007
Education
Pasadena City College
Fleetrates.com August 2011 - Present
Sunrise Ford North Hollywood 2011 - 2011
AT&T Interactive June 2009 - July 2010
New York Life Insurance Company April 2007 - August 2009
New York Life Insurance Company August 2007 - March 2009
China Pearl March 2006 - July 2007
Education
Pasadena City College
Peter(Pete) A. Tosi's New York Life Insurance Company Experience December 1992 - Present
Job Planning and working with your clients and advisors.
Industry Financial Services
Experience
New York lIfe Agent December 1992 - Present
New York Life Insurance Company December 1992 - Present
Various Media Outlets January 1981 - December 1992
Skills
Retirement Planning, Wealth, Investments, Strategic Financial..., Long-term Care, Estate Planning, Insurance, Fixed Annuities, Retirement, Life Insurance, Sales, Disability Insurance, Financial Advisory, 401k, Term Life Insurance, Finance, IRAs, Long Term Care Insurance, Series 63, Whole Life, Wealth Accumulation, Series 7, Financial Planners, Small Business, Universal Life, Key Person Insurance, Health Insurance, Roth IRA, Critical Illness, College Savings Plans, Income Protection, Mortgage Lending
Education
Pace University-New York 1965 — 1967
Bachelor of Arts
New York lIfe Agent December 1992 - Present
New York Life Insurance Company December 1992 - Present
Various Media Outlets January 1981 - December 1992
Skills
Retirement Planning, Wealth, Investments, Strategic Financial..., Long-term Care, Estate Planning, Insurance, Fixed Annuities, Retirement, Life Insurance, Sales, Disability Insurance, Financial Advisory, 401k, Term Life Insurance, Finance, IRAs, Long Term Care Insurance, Series 63, Whole Life, Wealth Accumulation, Series 7, Financial Planners, Small Business, Universal Life, Key Person Insurance, Health Insurance, Roth IRA, Critical Illness, College Savings Plans, Income Protection, Mortgage Lending
Education
Pace University-New York 1965 — 1967
Bachelor of Arts
Angelo Coward's New York Life Insurance Company Experience December 2011 - Present
Job Agent at NEW YORK LIFE INSURANCE COMPANY
Industry Insurance
Experience
NEW YORK LIFE INSURANCE COMPANY December 2011 - Present
New York Life Insurance Company 2012 - 2012
Aflac March 2011 - October 2011
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Balto.,Md. Trade Union March 1974 - November 2009
Skills
Sprinkler Fitter..., Pipefitting
Education
Dundalk Community College 1997 — 2000
Certificate, Maintenance Techician
Penn State University 1974 — 1979
Certificate, Sprinkler Fitter Journeyman
NEW YORK LIFE INSURANCE COMPANY December 2011 - Present
New York Life Insurance Company 2012 - 2012
Aflac March 2011 - October 2011
U.S. Census Bureau -- Census Coverage Management April 2010 - June 2010
Balto.,Md. Trade Union March 1974 - November 2009
Skills
Sprinkler Fitter..., Pipefitting
Education
Dundalk Community College 1997 — 2000
Certificate, Maintenance Techician
Penn State University 1974 — 1979
Certificate, Sprinkler Fitter Journeyman
Margarita Remigio's New York Life Insurance Company Experience
Job Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Investments, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Planners, Investment Strategies, Financial Advisory, Investment Advisory, Pensions, 401k, Asset Allocation, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Retirement, Budgets, Financial Planning, Wealth, Team Building, Strategic Planning, Financial Analysis, Leadership, Program Management, Project Management
Education
Pace University - Lubin School of Business 1998 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
New York Life Insurance Company
Skills
Investments, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Planners, Investment Strategies, Financial Advisory, Investment Advisory, Pensions, 401k, Asset Allocation, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Retirement, Budgets, Financial Planning, Wealth, Team Building, Strategic Planning, Financial Analysis, Leadership, Program Management, Project Management
Education
Pace University - Lubin School of Business 1998 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Robert G. Brunetti's New York Life Insurance Company Experience October 1996 - February 2004
Job Registered Representative at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group March 2008 - Present
TransAtlantic Financial Group April 2001 - Present
New York Life Insurance Company October 1996 - February 2004
Skills
Risk Management, Preserving and..., Estate, Gift, and Trust..., Insurance Planning, Employee Benefit..., Retirement Services
Education
Pace University-Pleasantville/Briarcliff Campus
MassMutual Financial Group March 2008 - Present
TransAtlantic Financial Group April 2001 - Present
New York Life Insurance Company October 1996 - February 2004
Skills
Risk Management, Preserving and..., Estate, Gift, and Trust..., Insurance Planning, Employee Benefit..., Retirement Services
Education
Pace University-Pleasantville/Briarcliff Campus
ToniAnn Reilling's New York Life Insurance Company Experience March 2006 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2006 - Present
Century 21 Mulvey December 2002 - March 2006
Independent Financial September 1999 - October 2002
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Series 7, Series 63, Insurance, Financial Modeling, Fixed Annuities
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Westchester Community College 1989 — 1991
Associate's degree, Accounting
New York Life Insurance Company March 2006 - Present
Century 21 Mulvey December 2002 - March 2006
Independent Financial September 1999 - October 2002
Skills
Investments, Mutual Funds, Securities, Financial Analysis, Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Series 7, Series 63, Insurance, Financial Modeling, Fixed Annuities
Education
Pace University-Pleasantville/Briarcliff Campus 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Westchester Community College 1989 — 1991
Associate's degree, Accounting
Jason Staats's New York Life Insurance Company Experience September 2009 - May 2011
Job Account Executive at The Element Creative Media Group
Industry Marketing and Advertising
Experience
The Element Creative Media Group September 2011 - Present
New York Life Insurance Company September 2009 - May 2011
Education
Penn State University 1991 — 1995
BS, Mathematics Education
The Element Creative Media Group September 2011 - Present
New York Life Insurance Company September 2009 - May 2011
Education
Penn State University 1991 — 1995
BS, Mathematics Education
Jennifer Mariutto's New York Life Insurance Company Experience August 2006 - Present
Job Senior Marketing Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2006 - Present
Berger, Lehman Associates August 2005 - August 2006
Kennedy & Company 1999 - August 2005
Skills
Mutual Funds, Copy Editing, Internal Communications, Social Media, Public Relations, Copywriting, Microsoft Office, Editing, Public Speaking, Marketing Communications, Media Relations, Corporate Communications, Newsletters, Estate Planning, Insurance, Press Releases, Social Networking, Editorial, Investments, Fixed Annuities, Marketing, Project Management, Microsoft Word, Strategic Communications, PowerPoint
Education
Pace University-Pleasantville/Briarcliff Campus
BA, Journalism
New York Life Insurance Company August 2006 - Present
Berger, Lehman Associates August 2005 - August 2006
Kennedy & Company 1999 - August 2005
Skills
Mutual Funds, Copy Editing, Internal Communications, Social Media, Public Relations, Copywriting, Microsoft Office, Editing, Public Speaking, Marketing Communications, Media Relations, Corporate Communications, Newsletters, Estate Planning, Insurance, Press Releases, Social Networking, Editorial, Investments, Fixed Annuities, Marketing, Project Management, Microsoft Word, Strategic Communications, PowerPoint
Education
Pace University-Pleasantville/Briarcliff Campus
BA, Journalism
David Hanashiro's New York Life Insurance Company Experience September 2011 - April 2012
Job Financial Services Recruiter
Industry Financial Services
Experience
MassMutual Financial Group April 2012 - December 2012
New York Life Insurance Company September 2011 - April 2012
Envision Lending Group October 2006 - August 2008
Stanton Mortgage August 2005 - October 2006
Express Funding & Realty October 2004 - May 2005
Skills
Financial Risk, Mortgage Lending, Investments, Finance, Financial Services
Education
Palomar College 2001 — 2003
N/A, Liberal Arts and Business
MassMutual Financial Group April 2012 - December 2012
New York Life Insurance Company September 2011 - April 2012
Envision Lending Group October 2006 - August 2008
Stanton Mortgage August 2005 - October 2006
Express Funding & Realty October 2004 - May 2005
Skills
Financial Risk, Mortgage Lending, Investments, Finance, Financial Services
Education
Palomar College 2001 — 2003
N/A, Liberal Arts and Business
Olga Vakarchuk's New York Life Insurance Company Experience January 2000 - April 2006
Job VP Structured Debt at Citi
Industry Financial Services
Experience
Citi September 2010 - Present
Citi April 2006 - September 2010
New York Life Insurance Company January 2000 - April 2006
Skills
Financial Analysis, Cash Management, Treasury Management, Strategic Financial..., Financial Reporting, Collateral Management, Sarbanes-Oxley Act, Internal Controls, Accounting, Equities
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Citi September 2010 - Present
Citi April 2006 - September 2010
New York Life Insurance Company January 2000 - April 2006
Skills
Financial Analysis, Cash Management, Treasury Management, Strategic Financial..., Financial Reporting, Collateral Management, Sarbanes-Oxley Act, Internal Controls, Accounting, Equities
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Deveney Zebrowski's New York Life Insurance Company Experience May 2012 - Present
Job Intern at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Bubbling Springs Lake June 2008 - Present
Six Flags Great Adventure June 2010 - August 2010
Crystal Springs Sports and Spa June 2005 - June 2008
Education
Pace University-Pleasantville/Briarcliff Campus 2009 — 2013
Bachelor Degree of Sciences, Psychology, Senior
New York Life Insurance Company May 2012 - Present
Bubbling Springs Lake June 2008 - Present
Six Flags Great Adventure June 2010 - August 2010
Crystal Springs Sports and Spa June 2005 - June 2008
Education
Pace University-Pleasantville/Briarcliff Campus 2009 — 2013
Bachelor Degree of Sciences, Psychology, Senior
Gwendolyn Rivers's New York Life Insurance Company Experience October 2007 - November 2008
Job Licensed Life Sales Representative at Colonial Penn Life Insurance
Industry Insurance
Experience
AEGON November 2008 - March 2010
New York Life Insurance Company October 2007 - November 2008
Board of Pensions of the Presbyterian Church August 1986 - January 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Life Insurance, Organizational..., Data Analysis, CRM, Health Insurance, Investment Portfolio..., Peer Mentoring
Education
LaSalle University
Bachelor of Business Administration (B.B.A.), Finance, General
Peirce College
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
AEGON November 2008 - March 2010
New York Life Insurance Company October 2007 - November 2008
Board of Pensions of the Presbyterian Church August 1986 - January 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Life Insurance, Organizational..., Data Analysis, CRM, Health Insurance, Investment Portfolio..., Peer Mentoring
Education
LaSalle University
Bachelor of Business Administration (B.B.A.), Finance, General
Peirce College
Associate of Science (A.S.), Administrative Assistant and Secretarial Science, General
Tylieka Danar's New York Life Insurance Company Experience October 2014 - June 2015
Job Senior Licensed Personal Banker at Astoria Bank
Industry Financial Services
Experience
Astoria Bank June 2003 - Present
New York Life Insurance Company October 2014 - June 2015
Astoria Bank June 2003 - September 2014
Turn Key Real Estate July 2001 - July 2007
Skills
Client Relations, 401k Rollovers, Asset Protection, Insurance, Business Analysis, Business Planning, Buy-sell Agreements, Licensed Long Term Care, Education Funding..., Employee Benefits, Estate Planning, Retirement Planning, Protection Planning, Major Gift Development, Gifting Strategies, Marketing, Retail Banking, Investments, Real Estate, Finance
Education
Queensborough Community College
Business Management, Business, Management, Marketing, and Related Support Services
Pace University-New York
Astoria Bank June 2003 - Present
New York Life Insurance Company October 2014 - June 2015
Astoria Bank June 2003 - September 2014
Turn Key Real Estate July 2001 - July 2007
Skills
Client Relations, 401k Rollovers, Asset Protection, Insurance, Business Analysis, Business Planning, Buy-sell Agreements, Licensed Long Term Care, Education Funding..., Employee Benefits, Estate Planning, Retirement Planning, Protection Planning, Major Gift Development, Gifting Strategies, Marketing, Retail Banking, Investments, Real Estate, Finance
Education
Queensborough Community College
Business Management, Business, Management, Marketing, and Related Support Services
Pace University-New York
Deborah Tomassi's New York Life Insurance Company Experience July 1995 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 1995 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1990 — 1995
Bachelor's degree, Accounting
New York Life Insurance Company July 1995 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1990 — 1995
Bachelor's degree, Accounting
Chris Caiazzo's New York Life Insurance Company Experience November 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
The Standard January 2007 - November 2013
Matrix Absence Management December 2003 - December 2006
Skills
Employee Benefits, Benefits Administration, 401k, HRIS, Deferred Compensation, Defined Benefit, Disability Insurance, Onboarding, Employee Relations, Performance Management, Human Resources, Insurance, FMLA, COBRA, Pensions, Employee Engagement, ERISA, Health Insurance, Retirement, PeopleSoft, Policy
Education
Pace University-Pleasantville/Briarcliff Campus 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York Life Insurance Company November 2013 - Present
The Standard January 2007 - November 2013
Matrix Absence Management December 2003 - December 2006
Skills
Employee Benefits, Benefits Administration, 401k, HRIS, Deferred Compensation, Defined Benefit, Disability Insurance, Onboarding, Employee Relations, Performance Management, Human Resources, Insurance, FMLA, COBRA, Pensions, Employee Engagement, ERISA, Health Insurance, Retirement, PeopleSoft, Policy
Education
Pace University-Pleasantville/Briarcliff Campus 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sydney Kistler's New York Life Insurance Company Experience October 1995 - April 2006
Job Senior Underwriting Consultant at Transamerica Life & Protection
Industry Financial Services
Experience
Transamerica Life & Protection November 2013 - Present
Aviva plc October 2010 - October 2013
MetLife May 2006 - October 2010
New York Life Insurance Company October 1995 - April 2006
Cologne Life Reinsurance March 1985 - September 1995
Skills
Underwriting, Life Insurance, Insurance
Education
Penn State University 1979 — 1980
Master of Public Administration (MPA)
St. Francis University 1975 — 1979
Bachelor of Arts (BA), Political Science and Government
Transamerica Life & Protection November 2013 - Present
Aviva plc October 2010 - October 2013
MetLife May 2006 - October 2010
New York Life Insurance Company October 1995 - April 2006
Cologne Life Reinsurance March 1985 - September 1995
Skills
Underwriting, Life Insurance, Insurance
Education
Penn State University 1979 — 1980
Master of Public Administration (MPA)
St. Francis University 1975 — 1979
Bachelor of Arts (BA), Political Science and Government
Rachel Henriquez's New York Life Insurance Company Experience August 1998 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 1998 - Present
Skills
Regulatory Compliance
Education
State University of New York at Albany 1993 — 1997
Bachelor of Arts (BA), American History (United States)
Pace University - Lubin School of Business
New York Life Insurance Company August 1998 - Present
Skills
Regulatory Compliance
Education
State University of New York at Albany 1993 — 1997
Bachelor of Arts (BA), American History (United States)
Pace University - Lubin School of Business