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.
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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
Steven Perry Steven Perry's New York Life Insurance Company Experience September 2014 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company March 2011 - September 2014
New York Life Insurance Company November 2006 - March 2011
Perry Pavement Services May 2001 - November 2006
Education
University of Alaska Anchorage 2005 — 2007
Business, Finance
Point Loma Nazarene University 2004 — 2005
Management Information Systems
Grace Christian School 1995 — 2004
High School
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company March 2011 - September 2014
New York Life Insurance Company November 2006 - March 2011
Perry Pavement Services May 2001 - November 2006
Education
University of Alaska Anchorage 2005 — 2007
Business, Finance
Point Loma Nazarene University 2004 — 2005
Management Information Systems
Grace Christian School 1995 — 2004
High School
Evan Cole's New York Life Insurance Company Experience June 2014 - August 2014
Job Channels Specialist at Google
Industry Human Resources
Experience
Google August 2015 - Present
New York Life Insurance Company June 2014 - August 2014
Active Learning June 2013 - August 2013
Support Center for Nonprofit Management June 2012 - August 2012
Skills
Microsoft Word, Social Networking, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Research, Teaching, Leadership, Teamwork, Spanish, Editing, Customer Service, Event Planning, Photoshop, Time Management, Nonprofits, Team Leadership, English, HTML, Marketing, Access
Education
Princeton University 2011 — 2015
Bachelor’s Degree, Political Science and Government; General Environmental Studies
SPFHS 2007 — 2011
Google August 2015 - Present
New York Life Insurance Company June 2014 - August 2014
Active Learning June 2013 - August 2013
Support Center for Nonprofit Management June 2012 - August 2012
Skills
Microsoft Word, Social Networking, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Social Media, Research, Teaching, Leadership, Teamwork, Spanish, Editing, Customer Service, Event Planning, Photoshop, Time Management, Nonprofits, Team Leadership, English, HTML, Marketing, Access
Education
Princeton University 2011 — 2015
Bachelor’s Degree, Political Science and Government; General Environmental Studies
SPFHS 2007 — 2011
Jenny Golleher's New York Life Insurance Company Experience March 2013 - August 2013
Job Brand Partner at Lucrazon Global Ecommerce
Industry Financial Services
Experience
Lucrazon Ecommerce January 2014 - Present
Cornerstone Financial Group August 2013 - Present
New York Life Insurance Company March 2013 - August 2013
Skills
Strategic Financial..., Tax-advantaged..., Financial Analysis, Financial Advisory, Business Strategy, Business Planning, College Education..., Voluntary Employee..., Healthcare Management, Health Education, Retirement Plan..., Health Insurance, Qualified Retirement..., Income Protection, Investment Banking, Disability Insurance, Merchant Services
Education
University of Washington 2010 — 2012
Bachelor of Science (BS), Political Science and Government
Pierce College at Fort Steilacoom 2007 — 2009
Associate's degree
Washington High School 2005 — 2009
Lucrazon Ecommerce January 2014 - Present
Cornerstone Financial Group August 2013 - Present
New York Life Insurance Company March 2013 - August 2013
Skills
Strategic Financial..., Tax-advantaged..., Financial Analysis, Financial Advisory, Business Strategy, Business Planning, College Education..., Voluntary Employee..., Healthcare Management, Health Education, Retirement Plan..., Health Insurance, Qualified Retirement..., Income Protection, Investment Banking, Disability Insurance, Merchant Services
Education
University of Washington 2010 — 2012
Bachelor of Science (BS), Political Science and Government
Pierce College at Fort Steilacoom 2007 — 2009
Associate's degree
Washington High School 2005 — 2009
Nathan Holden's New York Life Insurance Company Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Elite Window Tinting May 2012 - January 2014
Envy Holden Productions, LLC September 2008 - January 2011
Staples November 2004 - March 2010
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Health Insurance, Retirement, Long Term Care Insurance, Insurance, IRAs, Long-term Care, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Universal Life, 401k, Financial Planners, Small Business, Problem Solving, Wealth Preservation..., Networking, Personal Finance, Direct Sales
Education
Wilsonville High School 1998 — 2001
Casa Grande High School
Portland Community College 2003 — 2006
Computer Information Systems & Networking, Computer and Information Systems Security/Information Assurance/Networking/Wireless Networking
New York Life Insurance Company February 2014 - Present
Elite Window Tinting May 2012 - January 2014
Envy Holden Productions, LLC September 2008 - January 2011
Staples November 2004 - March 2010
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Health Insurance, Retirement, Long Term Care Insurance, Insurance, IRAs, Long-term Care, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Universal Life, 401k, Financial Planners, Small Business, Problem Solving, Wealth Preservation..., Networking, Personal Finance, Direct Sales
Education
Wilsonville High School 1998 — 2001
Casa Grande High School
Portland Community College 2003 — 2006
Computer Information Systems & Networking, Computer and Information Systems Security/Information Assurance/Networking/Wireless Networking
Catherine Rosen Catherine Rosen's New York Life Insurance Company Experience August 2013 - Present
Job Office Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Skills
Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Administrative..., Data Entry, Time Management, Office Management
Education
Prairie State College
New York Life Insurance Company August 2013 - Present
Skills
Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Administrative..., Data Entry, Time Management, Office Management
Education
Prairie State College
Edna Belisario Edna Belisario's New York Life Insurance Company Experience June 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
Robert Half International, NAI Global October 2012 - January 2013
Cushman & Wakefield, Pacific Gas & Electric July 2009 - December 2011
CBRE, Pacific Gas & Electric April 2008 - July 2009
The Mosser Hotel April 1992 - February 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Sellers, PowerPoint, Payroll, QuickBooks, Real Estate Transactions, Data Entry, Financial Accounting, Time Management, Bookkeeping, Access, Spreadsheets, Invoicing, Sales, Administration, Office Management, Office Administration, Administrative..., Vendor Management, Project Management, Real Estate
Education
Polytechnic University of the Philippines 1981 — 1985
Bachelor of Science, Tourism and Travel Services Management
New York Life Insurance Company June 2013 - Present
Robert Half International, NAI Global October 2012 - January 2013
Cushman & Wakefield, Pacific Gas & Electric July 2009 - December 2011
CBRE, Pacific Gas & Electric April 2008 - July 2009
The Mosser Hotel April 1992 - February 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Sellers, PowerPoint, Payroll, QuickBooks, Real Estate Transactions, Data Entry, Financial Accounting, Time Management, Bookkeeping, Access, Spreadsheets, Invoicing, Sales, Administration, Office Management, Office Administration, Administrative..., Vendor Management, Project Management, Real Estate
Education
Polytechnic University of the Philippines 1981 — 1985
Bachelor of Science, Tourism and Travel Services Management
Jan Wienecke Jan Wienecke's New York Life Insurance Company Experience 2002 - 2004
Job Chief Prosperity Practioner at Winning keys to SUCCESS!
Industry Management Consulting
Experience
Winning Keys to SUCCESS! June 2012 - Present
JL Wienecke Consulting December 2007 - Present
SyMed Corporation August 2004 - October 2007
New York Life Insurance Company 2002 - 2004
Major, Hagen & Africa Global 2001 - 2002
Skills
Organizational..., Leadership Development, Business Process..., Conflict Resolution, Emotional Intelligence, Organizational..., Executive Coaching, Organizational Design, Team Building, Performance Improvement, Workshop Facilitation, Career Development, Culture Change, Management Consulting, Training
Education
Sonoma State University 2009 — 2011
Master of Arts (MA), Psychology: Organization Development
CTI - Coaches Training Institute
Certificate of Completion (300 hours), Co-Active Coaching
The Strategic Coach® Program
Certificate of Completion (2 years)
Leadership Napa Valley 2004 — 2005
Class 18 Graduate
HTI -Hypnotherapy Training Institute
Clinical Hypnotherapist (200 hours), Clinical Hypnotherapy
HMI -Hypnosis Motivation Institute
Hypnotherapist (100 hours)
Institute of Psycho-Structural Balancing, IPSB
Massage Therapist (500 class hours)
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science in Management (BSM), Business Management
Winning Keys to SUCCESS! June 2012 - Present
JL Wienecke Consulting December 2007 - Present
SyMed Corporation August 2004 - October 2007
New York Life Insurance Company 2002 - 2004
Major, Hagen & Africa Global 2001 - 2002
Skills
Organizational..., Leadership Development, Business Process..., Conflict Resolution, Emotional Intelligence, Organizational..., Executive Coaching, Organizational Design, Team Building, Performance Improvement, Workshop Facilitation, Career Development, Culture Change, Management Consulting, Training
Education
Sonoma State University 2009 — 2011
Master of Arts (MA), Psychology: Organization Development
CTI - Coaches Training Institute
Certificate of Completion (300 hours), Co-Active Coaching
The Strategic Coach® Program
Certificate of Completion (2 years)
Leadership Napa Valley 2004 — 2005
Class 18 Graduate
HTI -Hypnotherapy Training Institute
Clinical Hypnotherapist (200 hours), Clinical Hypnotherapy
HMI -Hypnosis Motivation Institute
Hypnotherapist (100 hours)
Institute of Psycho-Structural Balancing, IPSB
Massage Therapist (500 class hours)
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science in Management (BSM), Business Management
Travis Ganiko Travis Ganiko's New York Life Insurance Company Experience April 2014 - December 2014
Job Audit Intern at N&K CPAs, Inc.
Industry Financial Services
Experience
N&K CPAs, Inc. May 2015 - Present
VarsityPrep November 2014 - Present
University of Hawaii at Manoa January 2013 - Present
University of Hawaii at Manoa January 2013 - Present
Fukuya Hasegawa CPA's January 2015 - May 2015
New York Life Insurance Company April 2014 - December 2014
Abercrombie & Fitch August 2013 - May 2014
Alpha Kappa Psi January 2011 - August 2012
Howard A. White Center October 2010 - April 2012
Shore Bird Hawaii June 2011 - August 2011
Skills
Microsoft Office, Nonprofits, Event Planning, Management, Teamwork, Business Strategy, Networking, Facebook, Customer Service, Social Media, PowerPoint, Strategic Thinking, Social Media Marketing, Social Networking, Public Speaking, Microsoft Excel, Personal Development, Performance Measurement, Performance Improvement, Baseball, Creative Strategy, Creative Solutions, Sports Marketing, Microsoft Word, Marketing, Leadership, Sports Coaching, Coaching Baseball, Start-ups, Squarespace, Blogger
Education
University of Hawaii at Manoa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Pepperdine University 2010 — 2012
B.A, Business Administration
N&K CPAs, Inc. May 2015 - Present
VarsityPrep November 2014 - Present
University of Hawaii at Manoa January 2013 - Present
University of Hawaii at Manoa January 2013 - Present
Fukuya Hasegawa CPA's January 2015 - May 2015
New York Life Insurance Company April 2014 - December 2014
Abercrombie & Fitch August 2013 - May 2014
Alpha Kappa Psi January 2011 - August 2012
Howard A. White Center October 2010 - April 2012
Shore Bird Hawaii June 2011 - August 2011
Skills
Microsoft Office, Nonprofits, Event Planning, Management, Teamwork, Business Strategy, Networking, Facebook, Customer Service, Social Media, PowerPoint, Strategic Thinking, Social Media Marketing, Social Networking, Public Speaking, Microsoft Excel, Personal Development, Performance Measurement, Performance Improvement, Baseball, Creative Strategy, Creative Solutions, Sports Marketing, Microsoft Word, Marketing, Leadership, Sports Coaching, Coaching Baseball, Start-ups, Squarespace, Blogger
Education
University of Hawaii at Manoa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Pepperdine University 2010 — 2012
B.A, Business Administration
Greg Teetzel Greg Teetzel's New York Life Insurance Company Experience December 2004 - August 2006
Job Founder, Owner and Operator at The Chrysalis Group, LLC
Industry Financial Services
Experience
The Chrysalis Group, LLC December 2012 - Present
Huntington National Bank April 2013 - July 2014
Erie Business Center April 2012 - December 2013
Select Mortgage, Inc. August 2012 - March 2013
PNC Investments September 2006 - July 2012
New York Life Insurance Company December 2004 - August 2006
ALDI Stores November 2003 - November 2004
Drummond American June 2003 - November 2003
Foot Locker September 2000 - June 2003
Skills
Leadership, Sales, Customer Service, Strategic Planning, Public Speaking, Marketing, Analysis, Human Resources, Sales Management, Microsoft Office, Time Management, Accounting, Detail Oriented, Hard Worker, Personable, FHA, Relationship Development, Real E, Real Estate Development
Education
The American College 2004 — 2005
Course Certification, Insurance, Financial and Long Term Care Planning
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor of Science (B.S.), Management
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor's Degree, Marketing
McDowell
The Chrysalis Group, LLC December 2012 - Present
Huntington National Bank April 2013 - July 2014
Erie Business Center April 2012 - December 2013
Select Mortgage, Inc. August 2012 - March 2013
PNC Investments September 2006 - July 2012
New York Life Insurance Company December 2004 - August 2006
ALDI Stores November 2003 - November 2004
Drummond American June 2003 - November 2003
Foot Locker September 2000 - June 2003
Skills
Leadership, Sales, Customer Service, Strategic Planning, Public Speaking, Marketing, Analysis, Human Resources, Sales Management, Microsoft Office, Time Management, Accounting, Detail Oriented, Hard Worker, Personable, FHA, Relationship Development, Real E, Real Estate Development
Education
The American College 2004 — 2005
Course Certification, Insurance, Financial and Long Term Care Planning
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor of Science (B.S.), Management
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor's Degree, Marketing
McDowell
Jeff Barra's New York Life Insurance Company Experience August 2014 - Present
Job Financial Services Professional • Helping Individuals, Families & Business Owners to Create, Build & Preserve Wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
Joseph Gianquinto Joseph Gianquinto's New York Life Insurance Company Experience June 2014 - September 2014
Job Lead Retail Consultant at Sprint
Industry Telecommunications
Experience
Sprint April 2015 - Present
Sprint October 2014 - Present
New York Life Insurance Company June 2014 - September 2014
Express Locations April 2013 - May 2013
Express Locations April 2010 - April 2013
Education
Pima Community College
Sprint April 2015 - Present
Sprint October 2014 - Present
New York Life Insurance Company June 2014 - September 2014
Express Locations April 2013 - May 2013
Express Locations April 2010 - April 2013
Education
Pima Community College
Nathan Paschel Nathan Paschel's New York Life Insurance Company Experience March 2013 - February 2014
Job Client Service Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
ADP September 2014 - April 2015
ADP December 2013 - September 2014
New York Life Insurance Company March 2013 - February 2014
Skills
Retirement Planning, Sales Presentations, Team Leadership, Process Improvement, Investment Strategies, SaaS, Business Process..., Life Insurance, Business Analysis, Software Implementation, Mutual Funds, Business Planning, Business Strategy, Securities Regulation
Education
Point Park University 2014 — 2016
Business Administration and Management, General
York College of Pennsylvania 2004 — 2007
Business Administration and Management, General
Bethel Park High School
TD Ameritrade April 2015 - Present
ADP September 2014 - April 2015
ADP December 2013 - September 2014
New York Life Insurance Company March 2013 - February 2014
Skills
Retirement Planning, Sales Presentations, Team Leadership, Process Improvement, Investment Strategies, SaaS, Business Process..., Life Insurance, Business Analysis, Software Implementation, Mutual Funds, Business Planning, Business Strategy, Securities Regulation
Education
Point Park University 2014 — 2016
Business Administration and Management, General
York College of Pennsylvania 2004 — 2007
Business Administration and Management, General
Bethel Park High School
Jon Bennett Jon Bennett's New York Life Insurance Company Experience May 2013 - November 2014
Job Life insurance specialist with American Family Insurance
Industry Financial Services
Experience
American Family Insurance November 2014 - Present
New York Life Insurance Company May 2013 - November 2014
Primerica Financial Services May 2012 - May 2013
Marketing, Sales, and Sales Training March 2010 - August 2012
Schering-Plough Pharmaceuticals January 2002 - March 2010
Schering-Plough Pharmaceuticals January 1995 - January 2002
Schering-Plough Pharmaceuticals January 1982 - January 1994
Bristol-Meyers Squibb January 1974 - January 1978
Skills
Hospitals, Training, Market Analysis, Sales, Managed Care, Insurance, Executive Management, Process Improvement, Coaching, Marketing Strategy, Business Development, Market Development, New Business Development, Data Analysis, CRM, Account Management, Budgets, Customer Service, Leadership, Management, Team Building, Marketing, Team Leadership, Annuity Sales, Business Insurance..., Grandchild Gifting, Life Insurance, Life Insurance..., Permanent Life Insurance, Retirement Planning, Term Life Insurance
Education
Portland State University
Social Sciences
American Family Insurance November 2014 - Present
New York Life Insurance Company May 2013 - November 2014
Primerica Financial Services May 2012 - May 2013
Marketing, Sales, and Sales Training March 2010 - August 2012
Schering-Plough Pharmaceuticals January 2002 - March 2010
Schering-Plough Pharmaceuticals January 1995 - January 2002
Schering-Plough Pharmaceuticals January 1982 - January 1994
Bristol-Meyers Squibb January 1974 - January 1978
Skills
Hospitals, Training, Market Analysis, Sales, Managed Care, Insurance, Executive Management, Process Improvement, Coaching, Marketing Strategy, Business Development, Market Development, New Business Development, Data Analysis, CRM, Account Management, Budgets, Customer Service, Leadership, Management, Team Building, Marketing, Team Leadership, Annuity Sales, Business Insurance..., Grandchild Gifting, Life Insurance, Life Insurance..., Permanent Life Insurance, Retirement Planning, Term Life Insurance
Education
Portland State University
Social Sciences
Jeremy Bittner Jeremy Bittner's New York Life Insurance Company Experience November 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
Skills
Life Insurance, Term Life Insurance, Whole Life, Investments, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 7, IRAs, Series 63, Strategic Financial..., Long Term Care Insurance, Estate Planning, Wealth Management, Disability Insurance, Securities, Long-term Care, 401k
Education
Peru State College
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company November 2012 - Present
Skills
Life Insurance, Term Life Insurance, Whole Life, Investments, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 7, IRAs, Series 63, Strategic Financial..., Long Term Care Insurance, Estate Planning, Wealth Management, Disability Insurance, Securities, Long-term Care, 401k
Education
Peru State College
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Justin Suh Justin Suh's New York Life Insurance Company Experience September 2004 - December 2007
Job Financial Analyst MBA | Investment Management | Commercial Real Estate, Hospitality & Non Profits | Asia & North America
Industry Nonprofit Organization Management
Experience
Starwood Hotels & Resorts Worldwide, Inc. 2015 - Present
Perspective Pictures December 2014 - Present
Overseas Korean Traders Association of Southern California (OKTA) September 2012 - Present
BJ's Restaurants, Inc. September 2013 - December 2013
Parksleepfly.com Inc. September 2013 - December 2013
Hando Enterprise Co. Ltd. USA December 2007 - November 2010
New York Life Insurance Company September 2004 - December 2007
Skills
Strategy, Competitive Analysis, Business Planning, Market Research, Forecasting, Analysis, Leadership, CRM, Finance, Marketing Strategy, Market Analysis, Due Diligence, Sales, Executive Management, Fixed Income, Financial Statement..., Quantitative risk..., Cash Flow Forecasting, Financial Reporting, Investor Relations, Project Management, Start-ups
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA), General Management
University of California, Riverside 2003 — 2005
Bachelor of Arts (B.A.), Business Economics
Rolling Hills Prep School 1996 — 1999
High School Diploma
Starwood Hotels & Resorts Worldwide, Inc. 2015 - Present
Perspective Pictures December 2014 - Present
Overseas Korean Traders Association of Southern California (OKTA) September 2012 - Present
BJ's Restaurants, Inc. September 2013 - December 2013
Parksleepfly.com Inc. September 2013 - December 2013
Hando Enterprise Co. Ltd. USA December 2007 - November 2010
New York Life Insurance Company September 2004 - December 2007
Skills
Strategy, Competitive Analysis, Business Planning, Market Research, Forecasting, Analysis, Leadership, CRM, Finance, Marketing Strategy, Market Analysis, Due Diligence, Sales, Executive Management, Fixed Income, Financial Statement..., Quantitative risk..., Cash Flow Forecasting, Financial Reporting, Investor Relations, Project Management, Start-ups
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA), General Management
University of California, Riverside 2003 — 2005
Bachelor of Arts (B.A.), Business Economics
Rolling Hills Prep School 1996 — 1999
High School Diploma
Jeff Farmer Jeff Farmer's New York Life Insurance Company Experience July 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2013 - Present
Big Brothers Big Sisters of Tucson 2011 - Present
NurseCore September 2012 - April 2013
GeriNet Healthcare April 2012 - September 2012
Heartland Hospice December 2010 - April 2012
Atria Senior Living Group March 2010 - December 2010
MGA January 2006 - February 2010
Maxim Home Healthcare 2000 - 2004
Ricoh Business Systems / Lanier Worldwide 1998 - 2001
Skills
Healthcare, Home Care, Sales Management, Marketing Strategy, Account Management, Non-profits, Customer Service, Employee Relations, New Business Development, Contract Negotiation, Planning, Outlook, Solution Selling, Advertising, Nonprofits, Marketing, Selling, Leadership, Recruiting, Sales, Training
Education
Pepperdine University 1993 — 1997
Bachelor of Arts in Communications; Major: Advertising; GPA 3.0/4.0, Advertising
Mercer Island High School 1989 — 1993
New York Life Insurance Company July 2013 - Present
Big Brothers Big Sisters of Tucson 2011 - Present
NurseCore September 2012 - April 2013
GeriNet Healthcare April 2012 - September 2012
Heartland Hospice December 2010 - April 2012
Atria Senior Living Group March 2010 - December 2010
MGA January 2006 - February 2010
Maxim Home Healthcare 2000 - 2004
Ricoh Business Systems / Lanier Worldwide 1998 - 2001
Skills
Healthcare, Home Care, Sales Management, Marketing Strategy, Account Management, Non-profits, Customer Service, Employee Relations, New Business Development, Contract Negotiation, Planning, Outlook, Solution Selling, Advertising, Nonprofits, Marketing, Selling, Leadership, Recruiting, Sales, Training
Education
Pepperdine University 1993 — 1997
Bachelor of Arts in Communications; Major: Advertising; GPA 3.0/4.0, Advertising
Mercer Island High School 1989 — 1993
PJ Moawad PJ Moawad's New York Life Insurance Company Experience March 2007 - August 2007
Job Account Manager and Transportation Sales at ABF
Industry Transportation/Trucking/Railroad
Experience
ABF Freight System September 2012 - Present
ADP Payroll Systems Inc July 2011 - June 2012
LUXOTTICA WHOLESALE N.A January 2009 - June 2011
Marchon Eyewear August 2007 - January 2009
New York Life Insurance Company March 2007 - August 2007
Skills
Building Relationships, Maintaining..., Customer Service, Microsoft Office, CRM, Leadership, Marketing, Sales, Sales Management, Sales Operations, Selling, Training, Management, New Business Development
Education
Penn State University 2001 — 2006
Bachelors of Science, Business, Management
ABF Freight System September 2012 - Present
ADP Payroll Systems Inc July 2011 - June 2012
LUXOTTICA WHOLESALE N.A January 2009 - June 2011
Marchon Eyewear August 2007 - January 2009
New York Life Insurance Company March 2007 - August 2007
Skills
Building Relationships, Maintaining..., Customer Service, Microsoft Office, CRM, Leadership, Marketing, Sales, Sales Management, Sales Operations, Selling, Training, Management, New Business Development
Education
Penn State University 2001 — 2006
Bachelors of Science, Business, Management
Moises Abadi Moises Abadi's New York Life Insurance Company Experience May 2014 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company May 2014 - Present
Skills
Management, Strategic Planning, Sales, Customer Service, Microsoft Office, Marketing, Finance, Insurance, Business Strategy, Negotiation
Education
Pontificia Universidad Javeriana
Bachelor's degree, Engineering/Industrial Management
Pontificia Universidad Javeriana
Industrial Engineer
New York Life Insurance Company May 2014 - Present
Skills
Management, Strategic Planning, Sales, Customer Service, Microsoft Office, Marketing, Finance, Insurance, Business Strategy, Negotiation
Education
Pontificia Universidad Javeriana
Bachelor's degree, Engineering/Industrial Management
Pontificia Universidad Javeriana
Industrial Engineer
Guy Welsh's New York Life Insurance Company Experience October 2014 - Present
Job Partner at New York Life Insurance Company | Actively seeking sharp, driven individuals open to new opportunities
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company May 2012 - Present
The Baseball Guy January 2012 - Present
The Yard East August 2009 - December 2013
Rincon High School August 2010 - May 2012
Seattle Mariners June 2007 - July 2009
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Account Management, Baseball, Coaching, Marketing, Strategic Planning, Leadership, Life Insurance, Team Building, Marketing Strategy, Small Business, Fixed Annuities, Retirement, Financial Services, IRAs, Long-term Care, Analysis, Disability Insurance, Personal Finance, Financial Planners
Education
University of Arizona 2009 — 2011
Bachelor Degree in Social and Behavioral Science, Communication Major, History Minor
University of North Carolina at Greensboro 2005 — 2007
Communication
Pima Community College 2003 — 2005
Associate's degree
Sabino High School 1999 — 2003
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company May 2012 - Present
The Baseball Guy January 2012 - Present
The Yard East August 2009 - December 2013
Rincon High School August 2010 - May 2012
Seattle Mariners June 2007 - July 2009
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Account Management, Baseball, Coaching, Marketing, Strategic Planning, Leadership, Life Insurance, Team Building, Marketing Strategy, Small Business, Fixed Annuities, Retirement, Financial Services, IRAs, Long-term Care, Analysis, Disability Insurance, Personal Finance, Financial Planners
Education
University of Arizona 2009 — 2011
Bachelor Degree in Social and Behavioral Science, Communication Major, History Minor
University of North Carolina at Greensboro 2005 — 2007
Communication
Pima Community College 2003 — 2005
Associate's degree
Sabino High School 1999 — 2003
Barbara Pratt Barbara Pratt's New York Life Insurance Company Experience January 2013 - January 2014
Job IT Tester at Amica Mutual Insurance
Industry Financial Services
Experience
Amica Mutual Insurance July 2014 - Present
Plymouth Career Center May 2014 - July 2014
New York Life Insurance Company January 2013 - January 2014
New York Life Insurance Company January 2012 - December 2012
New York Life Insurance Company April 2008 - December 2011
New York Life Insurance Company April 2004 - April 2008
New York Life Insurance Company March 2003 - April 2004
New York Life Insurance Company July 2001 - March 2003
New York Life Insurance Company July 2000 - July 2001
Genesis Business Systems September 1996 - November 1999
Skills
Software Quality..., Quality Assurance, Test Planning, Software Documentation, Testing, Test Cases, User Acceptance Testing, Regression Testing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Microsoft SQL Server, FoxPro, Microstrategy, Medical Billing, Customer Service, Financial Services, Visio
Education
Pima Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
Amica Mutual Insurance July 2014 - Present
Plymouth Career Center May 2014 - July 2014
New York Life Insurance Company January 2013 - January 2014
New York Life Insurance Company January 2012 - December 2012
New York Life Insurance Company April 2008 - December 2011
New York Life Insurance Company April 2004 - April 2008
New York Life Insurance Company March 2003 - April 2004
New York Life Insurance Company July 2001 - March 2003
New York Life Insurance Company July 2000 - July 2001
Genesis Business Systems September 1996 - November 1999
Skills
Software Quality..., Quality Assurance, Test Planning, Software Documentation, Testing, Test Cases, User Acceptance Testing, Regression Testing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Microsoft SQL Server, FoxPro, Microstrategy, Medical Billing, Customer Service, Financial Services, Visio
Education
Pima Community College
Associate's degree, Administrative Assistant and Secretarial Science, General
Aridaman Shah Singh's New York Life Insurance Company Experience 2014 - Present
Job
Industry Law Practice
Experience
New York Life Insurance Company 2014 - Present
Skills
Legal Research, Legal Writing, Research, Public Policy, Policy Analysis, Political Science, International Relations, Westlaw, Government, Litigation, International Law, Politics
Education
Penn State University 2006 — 2009
Doctor of Law (JD)
Penn State University 2006 — 2009
Masters, International Relations and Affairs
University of Southern California 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
University of Southern California 2001 — 2005
Bachelor of Arts (BA), Social Sciences
New York Life Insurance Company 2014 - Present
Skills
Legal Research, Legal Writing, Research, Public Policy, Policy Analysis, Political Science, International Relations, Westlaw, Government, Litigation, International Law, Politics
Education
Penn State University 2006 — 2009
Doctor of Law (JD)
Penn State University 2006 — 2009
Masters, International Relations and Affairs
University of Southern California 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
University of Southern California 2001 — 2005
Bachelor of Arts (BA), Social Sciences
Matthew Harre Matthew Harre's New York Life Insurance Company Experience April 2013 - June 2014
Job Because people matter...we will serve your needs by always doing what is right.
Industry Automotive
Experience
Anderson Auto Group July 2014 - Present
Nebraska National Guard December 2007 - Present
New York Life Insurance Company April 2013 - June 2014
Matt's Construction Services May 2011 - April 2013
Skills
401k 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..., IRAs, Fixed Annuities
Education
Diller Odell High School
Diller Odell High School
Peru State College
Southeast Community College
University of Nebraska-Lincoln
Anderson Auto Group July 2014 - Present
Nebraska National Guard December 2007 - Present
New York Life Insurance Company April 2013 - June 2014
Matt's Construction Services May 2011 - April 2013
Skills
401k 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..., IRAs, Fixed Annuities
Education
Diller Odell High School
Diller Odell High School
Peru State College
Southeast Community College
University of Nebraska-Lincoln
Harry Rittner Harry Rittner's New York Life Insurance Company Experience July 2014 - Present
Job Global Logistics Professional seeking Challenging Opportunity
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Geodis January 2013 - March 2014
Geodis September 2010 - January 2013
Geodis SCS 2012 - 2013
IBM Global Services January 2008 - August 2010
Skills
Logistics, Strategy, Supply Chain, Warehouse Management, Supply Chain Management, Logistics Management, Supply Chain..., Procurement, Management, Warehousing, Operations Management, IT Service Management, Negotiation, Business Development, Project Management, 3PL, Financial Services, Insurance
Education
Penn State University
Bachleor of Science, Business
New York Life Insurance Company July 2014 - Present
Geodis January 2013 - March 2014
Geodis September 2010 - January 2013
Geodis SCS 2012 - 2013
IBM Global Services January 2008 - August 2010
Skills
Logistics, Strategy, Supply Chain, Warehouse Management, Supply Chain Management, Logistics Management, Supply Chain..., Procurement, Management, Warehousing, Operations Management, IT Service Management, Negotiation, Business Development, Project Management, 3PL, Financial Services, Insurance
Education
Penn State University
Bachleor of Science, Business
Devin Plant Devin Plant's New York Life Insurance Company Experience January 2011 - December 2011
Job Inside Sales at HighShine Services
Industry Marketing and Advertising
Experience
Knights of Columbus December 2011 - Present
devinplant.acndirect.com June 2012 - February 2013
Face to Face Marketing January 2010 - January 2012
New York Life Insurance Company January 2011 - December 2011
SummerBay Resorts January 2009 - April 2010
SummerBay Resorts January 2009 - January 2010
Epiphany Marketing January 2006 - January 2008
Suntasia, Inc January 2004 - January 2006
Skills
Cold Calling, Telemarketing, Sales, Selling, Sales Process, Closing Deals, Outside Sales, Sales Presentations, Selling Skills, Lead Generation, Qualifying Prospects, Sales Management, B2B, Customer Service, Lead Management, Marketing, Sales Leads, Strategic Planning, Marketing Strategy, Business Strategy, Start-ups, Statistics, History, American History, Policy, Politics, Political Science, Policy Analysis, Political Campaigns, Political Communication, Political Philosophy, State Politics, State Policy, Business Process..., Critical Thinking, Management Consulting, Sales Operations, Direct Sales, Janitorial, Training, Entrepreneurship, Online Marketing, Direct Marketing, CRM, Advertising, Leadership, Management
Education
St. Petersburg College 2012 — 2014
Associates of Arts, Business
St. Petersburg College 2010 — 2014
Associate of Arts (A.A.), Business, 4.0
Pinellas Technical Education Center-Clearwater 2008 — 2008
Cable TV, Internet, and Phone Install/ Technician
Pinellas Technical Education Center-St Petersburg 2004 — 2004
Web Design Administrator, Web Design
The University of Texas at Arlington
Knights of Columbus December 2011 - Present
devinplant.acndirect.com June 2012 - February 2013
Face to Face Marketing January 2010 - January 2012
New York Life Insurance Company January 2011 - December 2011
SummerBay Resorts January 2009 - April 2010
SummerBay Resorts January 2009 - January 2010
Epiphany Marketing January 2006 - January 2008
Suntasia, Inc January 2004 - January 2006
Skills
Cold Calling, Telemarketing, Sales, Selling, Sales Process, Closing Deals, Outside Sales, Sales Presentations, Selling Skills, Lead Generation, Qualifying Prospects, Sales Management, B2B, Customer Service, Lead Management, Marketing, Sales Leads, Strategic Planning, Marketing Strategy, Business Strategy, Start-ups, Statistics, History, American History, Policy, Politics, Political Science, Policy Analysis, Political Campaigns, Political Communication, Political Philosophy, State Politics, State Policy, Business Process..., Critical Thinking, Management Consulting, Sales Operations, Direct Sales, Janitorial, Training, Entrepreneurship, Online Marketing, Direct Marketing, CRM, Advertising, Leadership, Management
Education
St. Petersburg College 2012 — 2014
Associates of Arts, Business
St. Petersburg College 2010 — 2014
Associate of Arts (A.A.), Business, 4.0
Pinellas Technical Education Center-Clearwater 2008 — 2008
Cable TV, Internet, and Phone Install/ Technician
Pinellas Technical Education Center-St Petersburg 2004 — 2004
Web Design Administrator, Web Design
The University of Texas at Arlington
Carol Mattox Carol Mattox's New York Life Insurance Company Experience 2004 - 2006
Job President and Owner of The Mattox Group
Industry Insurance
Experience
The Mattox Group February 2014 - Present
Legacy Financial Network of Grand Rapids January 2009 - February 2014
Brokers International 2010 - 2011
Banker's Life and Casualty 2005 - 2009
New York Life Insurance Company 2004 - 2006
Okaloosa County Board of Education 1999 - 2004
US Army 1984 - 1988
Skills
Fixed Annuities, Term Life Insurance, Retirement Planning, Life Insurance, Long-term Care, Financial Planning, Insurance, Small Business, Retirement, Disability Insurance, Health Insurance, Cold Calling, Critical Illness, General Insurance, IRAs, Long Term Care Insurance, Medicare, Sales, Universal Life, Whole Life, 401k, Asset Allocation, Employee Benefits
Education
University of West Florida 1995 — 1998
B.A., Psycholgoy
Pensacola Junior College
Associate of Science, Liberal Arts
The Mattox Group February 2014 - Present
Legacy Financial Network of Grand Rapids January 2009 - February 2014
Brokers International 2010 - 2011
Banker's Life and Casualty 2005 - 2009
New York Life Insurance Company 2004 - 2006
Okaloosa County Board of Education 1999 - 2004
US Army 1984 - 1988
Skills
Fixed Annuities, Term Life Insurance, Retirement Planning, Life Insurance, Long-term Care, Financial Planning, Insurance, Small Business, Retirement, Disability Insurance, Health Insurance, Cold Calling, Critical Illness, General Insurance, IRAs, Long Term Care Insurance, Medicare, Sales, Universal Life, Whole Life, 401k, Asset Allocation, Employee Benefits
Education
University of West Florida 1995 — 1998
B.A., Psycholgoy
Pensacola Junior College
Associate of Science, Liberal Arts
Ezekiel Pitney Ezekiel Pitney's New York Life Insurance Company Experience November 2011 - March 2012
Job Financial Professional
Industry Financial Services
Experience
OnPoint Community Credit Union February 2015 - Present
MassMutual Financial Group August 2013 - April 2014
The Portland Timbre 2011 - 2013
New York Life Insurance Company November 2011 - March 2012
Skills
Insurance, Employee Benefits, Disability Insurance, Long Term Care Insurance, Retirement, Finance, Sales, Public Speaking, Leadership, Financial Services, Marketing, Life Insurance, Retirement Planning, Customer Service
Education
Portland Community College
Business Administration
OnPoint Community Credit Union February 2015 - Present
MassMutual Financial Group August 2013 - April 2014
The Portland Timbre 2011 - 2013
New York Life Insurance Company November 2011 - March 2012
Skills
Insurance, Employee Benefits, Disability Insurance, Long Term Care Insurance, Retirement, Finance, Sales, Public Speaking, Leadership, Financial Services, Marketing, Life Insurance, Retirement Planning, Customer Service
Education
Portland Community College
Business Administration
Rosa Zhang's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Four Seasons Hotels and Resorts May 2014 - August 2014
Brown & Dutch Public Relations January 2014 - April 2014
Marmalade Cafe May 2013 - December 2013
Lynn Allen Jeter & Associates May 2012 - July 2013
American Eagle Outfitters May 2012 - July 2012
Follett Corporation Pepperdine Bookstore October 2011 - April 2012
Whyville Education July 2011 - August 2011
Skills
Customer Service, Time Management, Social Networking, Microsoft Office, Public Speaking, Creative Writing, Instagram, Teamwork, PowerPoint, Flute, Event Planning, Bilingual, Soccer, Microsoft Excel, Social Media, Computer Proficiency, Android, iMovie, Tumblr, Facebook, Molecular Biology, Music History, Asian Cuisine, Microsoft Word, Organizational Culture, Research
Education
Pepperdine University 2011 — 2015
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
American International School of Guangzhou 2008 — 2011
International Baccalaureate Diploma, A-
New York Life Insurance Company July 2015 - Present
Four Seasons Hotels and Resorts May 2014 - August 2014
Brown & Dutch Public Relations January 2014 - April 2014
Marmalade Cafe May 2013 - December 2013
Lynn Allen Jeter & Associates May 2012 - July 2013
American Eagle Outfitters May 2012 - July 2012
Follett Corporation Pepperdine Bookstore October 2011 - April 2012
Whyville Education July 2011 - August 2011
Skills
Customer Service, Time Management, Social Networking, Microsoft Office, Public Speaking, Creative Writing, Instagram, Teamwork, PowerPoint, Flute, Event Planning, Bilingual, Soccer, Microsoft Excel, Social Media, Computer Proficiency, Android, iMovie, Tumblr, Facebook, Molecular Biology, Music History, Asian Cuisine, Microsoft Word, Organizational Culture, Research
Education
Pepperdine University 2011 — 2015
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
American International School of Guangzhou 2008 — 2011
International Baccalaureate Diploma, A-
Greg Broomer Greg Broomer's New York Life Insurance Company Experience December 2011 - November 2014
Job Experience Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - November 2014
United States Marine Corps April 2000 - October 2004
Conrad O'Brien 1999 - 2004
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Public Speaking, Strategic Financial..., Retirement, Investments, Employee Benefits
Education
The American College 2014 — 2015
CLF expected September 2015, Financial Planning and Services
The American College 2014 — 2015
FSCP expected March 2015, Financial Planning and Services
Strayer University (DE) 2003 — 2006
MBA, Marketing
Peirce College 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
New York Life Insurance Company December 2011 - November 2014
United States Marine Corps April 2000 - October 2004
Conrad O'Brien 1999 - 2004
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Public Speaking, Strategic Financial..., Retirement, Investments, Employee Benefits
Education
The American College 2014 — 2015
CLF expected September 2015, Financial Planning and Services
The American College 2014 — 2015
FSCP expected March 2015, Financial Planning and Services
Strayer University (DE) 2003 — 2006
MBA, Marketing
Peirce College 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fabiola A. Saucedo's New York Life Insurance Company Experience January 2015 - Present
Job New York Life Agent
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Selfemployed. August 2011 - Present
Certified Languages International November 2014 - January 2015
CyraCom January 2014 - August 2014
Language Line Services January 2011 - August 2013
ALDO Group July 2009 - January 2011
Skills
Translation, Interpreting, Spanish Translation, English to Spanish, Sales, Customer Service, Customer Relations, Intercultural..., Microsoft Office, Spanish, Foreign Languages, English, Linguistics, Legal Translation, Editing, Multilingual, Proofreading, Technical Translation
Education
University of Arizona 2009 — 2016
Language Interpretation and Translation
University of Arizona 2009 — 2016
Bachelor's degree
Pima Community College 2008 — 2014
Associate of Arts (A.A.), Language Interpretation and Translation
New York Life Insurance Company January 2015 - Present
Selfemployed. August 2011 - Present
Certified Languages International November 2014 - January 2015
CyraCom January 2014 - August 2014
Language Line Services January 2011 - August 2013
ALDO Group July 2009 - January 2011
Skills
Translation, Interpreting, Spanish Translation, English to Spanish, Sales, Customer Service, Customer Relations, Intercultural..., Microsoft Office, Spanish, Foreign Languages, English, Linguistics, Legal Translation, Editing, Multilingual, Proofreading, Technical Translation
Education
University of Arizona 2009 — 2016
Language Interpretation and Translation
University of Arizona 2009 — 2016
Bachelor's degree
Pima Community College 2008 — 2014
Associate of Arts (A.A.), Language Interpretation and Translation
Joey Yin Joey Yin's New York Life Insurance Company Experience May 2014 - January 2015
Job Tax Analyst at Aspen Capital
Industry Financial Services
Experience
Aspen Capital June 2015 - Present
Portland-Suzhou Sister City Association September 2014 - Present
Tanley Textiles LLC. December 2012 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company May 2014 - January 2015
HSBC July 2011 - August 2011
Portland State University Chinese Students and Scholars Association June 2009 - June 2011
Peacock Apparel Group / Bill Blass Fashions July 2010 - August 2010
Skills
Leadership, Finance, Public Speaking, Personal Finance, Networking, Managerial Finance, Business Networking, Financial Reporting, Small Business, Risk Management, Insurance, Problem Solving, Time Management, Asset Protection, Life Insurance, Financial Services, Investments, Equity Valuation, Financial Analysis, Microsoft Word, Direct Sales, Microsoft Excel, PowerPoint, Access, Social Media
Education
Portland State University - School of Business 2012 — 2013
Master of International Management, International Business, 3.7
Portland State University - School of Business 2007 — 2012
Bachelor of Science (B.S.), Finance, General, 3.5
Suzhou High School SIP 2005 — 2007
High School, Physics & Biology
Aspen Capital June 2015 - Present
Portland-Suzhou Sister City Association September 2014 - Present
Tanley Textiles LLC. December 2012 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company May 2014 - January 2015
HSBC July 2011 - August 2011
Portland State University Chinese Students and Scholars Association June 2009 - June 2011
Peacock Apparel Group / Bill Blass Fashions July 2010 - August 2010
Skills
Leadership, Finance, Public Speaking, Personal Finance, Networking, Managerial Finance, Business Networking, Financial Reporting, Small Business, Risk Management, Insurance, Problem Solving, Time Management, Asset Protection, Life Insurance, Financial Services, Investments, Equity Valuation, Financial Analysis, Microsoft Word, Direct Sales, Microsoft Excel, PowerPoint, Access, Social Media
Education
Portland State University - School of Business 2012 — 2013
Master of International Management, International Business, 3.7
Portland State University - School of Business 2007 — 2012
Bachelor of Science (B.S.), Finance, General, 3.5
Suzhou High School SIP 2005 — 2007
High School, Physics & Biology
Stacey Herndon Stacey Herndon's New York Life Insurance Company Experience 2009 - 2010
Job Institutional Asset Manager
Industry Financial Services
Experience
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
Anthony Veliz Anthony Veliz's New York Life Insurance Company Experience July 2014 - April 2015
Job Founder at STORI Search Talent Opportunity Recruit Inclusion
Industry Marketing and Advertising
Experience
IZO Inc. December 2009 - Present
New York Life Insurance Company July 2014 - April 2015
NIKE Inc. August 1996 - March 1998
Skills
Public Relations, Advertising, Marketing Strategy, Community Development, Marketing Communications, Event Planning, Social Media Marketing, Social Media, Spanish, Community Outreach, Strategic Planning, Research, Online Marketing, Fundraising, Event Management, Promotions, SEO, Web Design, Photography, Production, Community Relations, Leadership, Management, Coaching, Event Marketing Strategy, Marketing Management, PowerPoint, Team Building
Education
University of Rhode Island 1993 — 1995
M.S., Education
Portland State University - School of Business 1991 — 1993
B.S., Marketing
IZO Inc. December 2009 - Present
New York Life Insurance Company July 2014 - April 2015
NIKE Inc. August 1996 - March 1998
Skills
Public Relations, Advertising, Marketing Strategy, Community Development, Marketing Communications, Event Planning, Social Media Marketing, Social Media, Spanish, Community Outreach, Strategic Planning, Research, Online Marketing, Fundraising, Event Management, Promotions, SEO, Web Design, Photography, Production, Community Relations, Leadership, Management, Coaching, Event Marketing Strategy, Marketing Management, PowerPoint, Team Building
Education
University of Rhode Island 1993 — 1995
M.S., Education
Portland State University - School of Business 1991 — 1993
B.S., Marketing
Noah Fertman Noah Fertman's New York Life Insurance Company Experience July 2011 - January 2013
Job Assistant Store Manager at TD
Industry Financial Services
Experience
TD July 2014 - Present
TD February 2014 - July 2014
TD January 2013 - February 2014
New York Life Insurance Company July 2011 - January 2013
Merrill Lynch February 2009 - May 2010
Lincoln Financial Group May 2008 - August 2008
Skills
Retirement Planning, Fixed Annuities, College Savings Plans, Life Insurance, 401k Rollovers, Finance, Term Life Insurance, Business Owner Planning, Employee Benefits, Mortgage Lending, Insurance, Alternative Investments, Financial Analysis, Home Equity Products, Business Banking, Personal Banking, Loan Products, Customer Service, Sales, Financial Services, Leadership
Education
Philadelphia University 2007 — 2010
BS, Finance
University of Massachusetts, Amherst 2003 — 2007
Pre-Vet/Animal Science, Undeclared, Business
WB Saul Highschool 1999 — 2003
TD July 2014 - Present
TD February 2014 - July 2014
TD January 2013 - February 2014
New York Life Insurance Company July 2011 - January 2013
Merrill Lynch February 2009 - May 2010
Lincoln Financial Group May 2008 - August 2008
Skills
Retirement Planning, Fixed Annuities, College Savings Plans, Life Insurance, 401k Rollovers, Finance, Term Life Insurance, Business Owner Planning, Employee Benefits, Mortgage Lending, Insurance, Alternative Investments, Financial Analysis, Home Equity Products, Business Banking, Personal Banking, Loan Products, Customer Service, Sales, Financial Services, Leadership
Education
Philadelphia University 2007 — 2010
BS, Finance
University of Massachusetts, Amherst 2003 — 2007
Pre-Vet/Animal Science, Undeclared, Business
WB Saul Highschool 1999 — 2003
Todd Putt's New York Life Insurance Company Experience December 2008 - June 2009
Job Brand Coordinator
Industry Real Estate
Experience
Colorado Federal Savings Bank August 2014 - Present
Provident Funding Associates L.P. December 2012 - Present
Provident Funding Associates L.P. December 2012 - December 2013
Provident Funding Associates L.P. June 2010 - December 2012
Provident Funding Associates L.P. December 2009 - June 2010
New York Life Insurance Company December 2008 - June 2009
Skills
Mortgage Lending, Management, Customer Service, Strategic Planning, New Business Development, Sales, Microsoft Excel, Residential Mortgages, PowerPoint, Online Marketing, Photoshop, Account Management, Mortgage Underwriting, Retail, Online Advertising, Market Research, Microsoft Word, Relationship Management, Loan Origination, Mortgage Servicing, SEO, Outlook, Corporate Branding, Brand Development, Marketing, Microsoft Office, Social Media
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Université Paris-Sorbonne 2008 — 2008
French
Governor Mifflin Senior High School 2001 — 2005
Diploma, General Education
Colorado Federal Savings Bank August 2014 - Present
Provident Funding Associates L.P. December 2012 - Present
Provident Funding Associates L.P. December 2012 - December 2013
Provident Funding Associates L.P. June 2010 - December 2012
Provident Funding Associates L.P. December 2009 - June 2010
New York Life Insurance Company December 2008 - June 2009
Skills
Mortgage Lending, Management, Customer Service, Strategic Planning, New Business Development, Sales, Microsoft Excel, Residential Mortgages, PowerPoint, Online Marketing, Photoshop, Account Management, Mortgage Underwriting, Retail, Online Advertising, Market Research, Microsoft Word, Relationship Management, Loan Origination, Mortgage Servicing, SEO, Outlook, Corporate Branding, Brand Development, Marketing, Microsoft Office, Social Media
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Université Paris-Sorbonne 2008 — 2008
French
Governor Mifflin Senior High School 2001 — 2005
Diploma, General Education
Matthew Witten Matthew Witten's New York Life Insurance Company Experience 2011 - Present
Job Dedicated Financial Services Professional helping to protect families in Oregon and Washington.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company 2011 - Present
Skills
Insurance, Retirement Planning, Financial Planners, Disability Insurance, Investments, Finance, Retirement, Term Life Insurance, Long-term Care, Financial Services, Life Insurance, Fixed Annuities, Customer Service, Small Business, Sales, Financial Planning
Education
Portland State University 1997 — 2002
BS, Environmental Science
Portland State University 1996 — 2000
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company 2011 - Present
Skills
Insurance, Retirement Planning, Financial Planners, Disability Insurance, Investments, Finance, Retirement, Term Life Insurance, Long-term Care, Financial Services, Life Insurance, Fixed Annuities, Customer Service, Small Business, Sales, Financial Planning
Education
Portland State University 1997 — 2002
BS, Environmental Science
Portland State University 1996 — 2000
Bachelor of Science (B.S.), Economics
Suzanne Fitzgerald Suzanne Fitzgerald's New York Life Insurance Company Experience 2010 - 2013
Job Wealth Advisor
Industry Financial Services
Experience
Fitzgerald Wealth Strategies February 2010 - Present
President's Council for Plymouth State University January 2006 - Present
New York Life Insurance Company 2010 - 2013
Italian American Chamber of Commerce of Greater Philadelphia January 2008 - December 2012
Million Dollar Round Table Designation 2011 - 2012
Wilmington Trust Company August 2007 - January 2010
Ayco Co. L.P., Goldman Sachs 1998 - 2007
Skills
Wealth, Asset, Fundraising, Estate Planning, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Securities, Life Insurance, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Retirement, Investment Strategies, Portfolio Management, Alternative Investments
Education
Quinnipiac University School of Law 1995 — 1998
Juris Doctorate, Law
Plymouth State University 1991 — 1995
B.S., Business Management & Pre Law
Fitzgerald Wealth Strategies February 2010 - Present
President's Council for Plymouth State University January 2006 - Present
New York Life Insurance Company 2010 - 2013
Italian American Chamber of Commerce of Greater Philadelphia January 2008 - December 2012
Million Dollar Round Table Designation 2011 - 2012
Wilmington Trust Company August 2007 - January 2010
Ayco Co. L.P., Goldman Sachs 1998 - 2007
Skills
Wealth, Asset, Fundraising, Estate Planning, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Securities, Life Insurance, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Retirement, Investment Strategies, Portfolio Management, Alternative Investments
Education
Quinnipiac University School of Law 1995 — 1998
Juris Doctorate, Law
Plymouth State University 1991 — 1995
B.S., Business Management & Pre Law
Jared Carver Jared Carver's New York Life Insurance Company Experience December 2010 - Present
Job Agent with new York Life Insurance Company. Registered Representative with NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
Edward Jones 2009 - 2010
Education
Plymouth State University 2005 — 2009
BS, Business Administration
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
Edward Jones 2009 - 2010
Education
Plymouth State University 2005 — 2009
BS, Business Administration
Frank Xavier Contreras Frank Xavier Contreras's New York Life Insurance Company Experience September 2014 - Present
Job Graphic Designer at New York Life Insurance Company
Industry Graphic Design
Experience
New York Life Insurance Company September 2014 - Present
Bike Parking Hub April 2014 - August 2014
New York Philharmonic January 2004 - March 2014
Lionsgate October 2013 - November 2013
New Horizons Leadership January 2012 - November 2013
Skills
Sales, Management, Advertising, Marketing, Photoshop, Illustrator, InDesign, Flash, Graphic Design, Dreamweaver, Logo Design, Graphics Layout, Branding Experience, Tessitura, Salesforce.com, Final Cut Pro, Microsoft Office, Event Management, Graphics, Social Media, Layout, Branding, Web Design, Illustration, Brochures, Corporate Branding, Posters, Creative Direction, Adobe Creative Suite, Banners, Business Cards
Education
Pratt Institute 2006 — 2010
Bachelor of Arts (B.A.), Communication Design, Advertising
Temple City High School
General Studies
New York Life Insurance Company September 2014 - Present
Bike Parking Hub April 2014 - August 2014
New York Philharmonic January 2004 - March 2014
Lionsgate October 2013 - November 2013
New Horizons Leadership January 2012 - November 2013
Skills
Sales, Management, Advertising, Marketing, Photoshop, Illustrator, InDesign, Flash, Graphic Design, Dreamweaver, Logo Design, Graphics Layout, Branding Experience, Tessitura, Salesforce.com, Final Cut Pro, Microsoft Office, Event Management, Graphics, Social Media, Layout, Branding, Web Design, Illustration, Brochures, Corporate Branding, Posters, Creative Direction, Adobe Creative Suite, Banners, Business Cards
Education
Pratt Institute 2006 — 2010
Bachelor of Arts (B.A.), Communication Design, Advertising
Temple City High School
General Studies
Richard Seung-Hoon Suh, CFA's New York Life Insurance Company Experience December 2010 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC May 2011 - Present
New York Life Insurance Company December 2010 - Present
Skills
Investments, Mutual Funds, Insurance, 401(k) Rollovers, IRA Transfer, Retirement Planning, Annuity Sales
Education
Pepperdine University 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BA, Economics
Fairfax High School 1989 — 1992
High School
NYLIFE Securities LLC May 2011 - Present
New York Life Insurance Company December 2010 - Present
Skills
Investments, Mutual Funds, Insurance, 401(k) Rollovers, IRA Transfer, Retirement Planning, Annuity Sales
Education
Pepperdine University 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BA, Economics
Fairfax High School 1989 — 1992
High School
Cam Dang's New York Life Insurance Company Experience September 2015 - Present
Job Product Management at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company January 2014 - September 2015
Prudential Assurance 2012 - 2013
IBM Seterus 2010 - 2011
Unilever January 2010 - March 2010
Portland State University 2007 - 2010
Ernst & Young July 2008 - August 2008
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Teamwork, Valuation, Data Analysis, Financial Analysis, Financial Modeling, Outlook, Budgets, Forecasting, Project Planning, Strategic Planning, Project Management, Business Analysis, Quotations, Reporting & Analysis, Product Management, Product Development, Survey Research, Market Research, Market Intelligence, Finance, Marketing, Sales, Management, Leadership
Education
Portland State University 2006 — 2010
Bachelor of Arts, Finance
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company January 2014 - September 2015
Prudential Assurance 2012 - 2013
IBM Seterus 2010 - 2011
Unilever January 2010 - March 2010
Portland State University 2007 - 2010
Ernst & Young July 2008 - August 2008
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Teamwork, Valuation, Data Analysis, Financial Analysis, Financial Modeling, Outlook, Budgets, Forecasting, Project Planning, Strategic Planning, Project Management, Business Analysis, Quotations, Reporting & Analysis, Product Management, Product Development, Survey Research, Market Research, Market Intelligence, Finance, Marketing, Sales, Management, Leadership
Education
Portland State University 2006 — 2010
Bachelor of Arts, Finance
Tom Sende Tom Sende's New York Life Insurance Company Experience November 2014 - Present
Job New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Citi February 2012 - September 2014
Dun & Bradstreet July 2004 - December 2008
Skills
Business Development, Salesforce.com, Account Management, Sales, Cold Calling, Lead Generation, New Business Development, Direct Sales, Sales Process, Sales Management, Sales Presentations, Team Building, B2B, Customer Service, Strategic Planning, Negotiation, Marketing Strategy, Training, Leadership, Solution Selling, Marketing, Recruiting, Business Analysis, Project Management, Insurance, Customer Retention, Management
Education
University of Arizona 1994 — 1996
BA, Political Science
Pima Community College 1992 — 1994
Associates, Liberal Arts and Sciences/Liberal Studies
Lycee Bilingue 1988 — 1992
High School Diploma, General Studies
New York Life Insurance Company November 2014 - Present
Citi February 2012 - September 2014
Dun & Bradstreet July 2004 - December 2008
Skills
Business Development, Salesforce.com, Account Management, Sales, Cold Calling, Lead Generation, New Business Development, Direct Sales, Sales Process, Sales Management, Sales Presentations, Team Building, B2B, Customer Service, Strategic Planning, Negotiation, Marketing Strategy, Training, Leadership, Solution Selling, Marketing, Recruiting, Business Analysis, Project Management, Insurance, Customer Retention, Management
Education
University of Arizona 1994 — 1996
BA, Political Science
Pima Community College 1992 — 1994
Associates, Liberal Arts and Sciences/Liberal Studies
Lycee Bilingue 1988 — 1992
High School Diploma, General Studies
Alan Parker's New York Life Insurance Company Experience March 2015 - Present
Job Agent
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Aflac September 2011 - Present
Skills
Account Management, Direct Mail, Direct Marketing, Sales, Marketing, Sales Management, New Business Development, Online Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Direct Sales, Strategic Planning, Public Speaking, Social Networking, Management, Sales Process, Online Advertising, Digital Marketing, Salesforce.com, Business Strategy, Business Planning, Social Media, Small Business, Leadership, Advertising, Team Building, B2B, Lead Generation
Education
American College 2013 — 2013
Certification in Health Care Reform
Pittsburg State University 1978 — 1982
BS, Printing Managment
Will Rogers
New York Life Insurance Company March 2015 - Present
Aflac September 2011 - Present
Skills
Account Management, Direct Mail, Direct Marketing, Sales, Marketing, Sales Management, New Business Development, Online Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Direct Sales, Strategic Planning, Public Speaking, Social Networking, Management, Sales Process, Online Advertising, Digital Marketing, Salesforce.com, Business Strategy, Business Planning, Social Media, Small Business, Leadership, Advertising, Team Building, B2B, Lead Generation
Education
American College 2013 — 2013
Certification in Health Care Reform
Pittsburg State University 1978 — 1982
BS, Printing Managment
Will Rogers
Ferdinand Sta Ana Ferdinand Sta Ana's New York Life Insurance Company Experience May 2010 - November 2012
Job Independent Insurance Broker at Pinnacle Financial Services
Industry Insurance
Experience
Pinnacle Financial Services April 2014 - Present
Mutual of Omaha Insurance Company 2013 - July 2014
Wells Fargo Bank December 2012 - June 2013
New York Life Insurance Company May 2010 - November 2012
Insular Life Assurance company June 1998 - March 2005
BPI Family Savings Bank September 1991 - May 2002
Skills
Positive Team Player, Never give up attitude, Flexible approach to..., Competitive Marketing..., Customer Oriented, Highly detail oriented, Analytics, Account Reconciliation, Quality Assurance, Team Leadership, Perfectionist, Resourceful..., Competitive Analysis, Self-driven, Self-confidence, Dependable Team Player, Positive Personality, Positive Can-do Attitude, People Skills, Highly personable, Sense Of Urgency, Competitive Strategies, Fixed Annuities
Education
Polytechnic University of the Philippines 1983 — 1987
Bachelor in Accountacy, Major in Accounting
Rizal High School - Philippines 1979 — 1983
Pinnacle Financial Services April 2014 - Present
Mutual of Omaha Insurance Company 2013 - July 2014
Wells Fargo Bank December 2012 - June 2013
New York Life Insurance Company May 2010 - November 2012
Insular Life Assurance company June 1998 - March 2005
BPI Family Savings Bank September 1991 - May 2002
Skills
Positive Team Player, Never give up attitude, Flexible approach to..., Competitive Marketing..., Customer Oriented, Highly detail oriented, Analytics, Account Reconciliation, Quality Assurance, Team Leadership, Perfectionist, Resourceful..., Competitive Analysis, Self-driven, Self-confidence, Dependable Team Player, Positive Personality, Positive Can-do Attitude, People Skills, Highly personable, Sense Of Urgency, Competitive Strategies, Fixed Annuities
Education
Polytechnic University of the Philippines 1983 — 1987
Bachelor in Accountacy, Major in Accounting
Rizal High School - Philippines 1979 — 1983
Jill Carney Jill Carney's New York Life Insurance Company Experience 2001 - 2011
Job Director, Marketing and Communications at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
New York Life Retirement Plan Services February 1999 - December 2014
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company 2001 - 2011
Skills
Retirement Planning, Strategy, Insurance, New Business Development, Strategic Planning, 401k, Securities
Education
Penn State University 1988 — 1992
B.A., English
Transamerica Retirement Solutions December 2014 - Present
New York Life Retirement Plan Services February 1999 - December 2014
New York Life Insurance Company 2001 - 2011
New York Life Insurance Company 2001 - 2011
Skills
Retirement Planning, Strategy, Insurance, New Business Development, Strategic Planning, 401k, Securities
Education
Penn State University 1988 — 1992
B.A., English
Daniel Hofmeister Daniel Hofmeister's New York Life Insurance Company Experience June 2012 - August 2012
Job Associate Financial Analyst at A.M. Best Company
Industry Financial Services
Experience
A.M. Best Company March 2014 - Present
American Bank June 2013 - March 2014
New York Life Insurance Company June 2012 - August 2012
Skills
Time Management, Sales, Editing, Customer Satisfaction, Project Planning, Finance, Photography, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Customer Service, Teamwork, Insurance
Education
Penn State University 2009 — 2013
BS, Finance
A.M. Best Company March 2014 - Present
American Bank June 2013 - March 2014
New York Life Insurance Company June 2012 - August 2012
Skills
Time Management, Sales, Editing, Customer Satisfaction, Project Planning, Finance, Photography, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Customer Service, Teamwork, Insurance
Education
Penn State University 2009 — 2013
BS, Finance
Suzanne Linsky Snell's New York Life Insurance Company Experience November 2010 - November 2011
Job Realtor
Industry Real Estate
Experience
Keller Willams Realty June 2013 - Present
MassMutual Financial Group November 2011 - March 2012
New York Life Insurance Company November 2010 - November 2011
Christ the King, Sacred Heart, St. Joesph, (sub Holderness Elementary) September 1994 - May 2008
Skills
Customer Service, Leadership, Marketing, Team Building, Public Speaking, Strategic Planning, Training, Life Insurance, Fixed Annuities, Teaching
Education
Pittsburg State University 1987 — 1991
Education, Elementary
Keller Willams Realty June 2013 - Present
MassMutual Financial Group November 2011 - March 2012
New York Life Insurance Company November 2010 - November 2011
Christ the King, Sacred Heart, St. Joesph, (sub Holderness Elementary) September 1994 - May 2008
Skills
Customer Service, Leadership, Marketing, Team Building, Public Speaking, Strategic Planning, Training, Life Insurance, Fixed Annuities, Teaching
Education
Pittsburg State University 1987 — 1991
Education, Elementary
Melissa Lasiter's New York Life Insurance Company Experience 2003 - 2011
Job Client Services Manager at Usher & Associates, LLC
Industry Insurance
Experience
Usher & Associates, LLC December 2003 - Present
New York Life Insurance Company 2003 - 2011
Skills
Group Benefit Plans, Healthcare, Long-term Care, Employee Benefits, Customer Satisfaction, Insurance, Life Insurance, Disability Insurance, Retirement Planning, Team Building, Program Management, Payroll, Term Life Insurance, Retirement, Fixed Annuities, Financial Analysis, Health Insurance
Education
Phoenix College 1989 — 1992
Business, Business Management
Usher & Associates, LLC December 2003 - Present
New York Life Insurance Company 2003 - 2011
Skills
Group Benefit Plans, Healthcare, Long-term Care, Employee Benefits, Customer Satisfaction, Insurance, Life Insurance, Disability Insurance, Retirement Planning, Team Building, Program Management, Payroll, Term Life Insurance, Retirement, Fixed Annuities, Financial Analysis, Health Insurance
Education
Phoenix College 1989 — 1992
Business, Business Management
Gloria C. Martin Gloria C. Martin's New York Life Insurance Company Experience August 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2010 - Present
Western Queens Health Associates October 2008 - February 2010
Skills
Fixed Annuities, Microsoft Excel, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Retirement, Retirement Planning, IRAs, Whole Life, Estate Planning, Universal Life, Long Term Care Insurance, 401k, Customer Service
Education
Plaza College 2004 — 2007
Associate's degree, Buisness Admi
New York Life Insurance Company August 2010 - Present
Western Queens Health Associates October 2008 - February 2010
Skills
Fixed Annuities, Microsoft Excel, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Retirement, Retirement Planning, IRAs, Whole Life, Estate Planning, Universal Life, Long Term Care Insurance, 401k, Customer Service
Education
Plaza College 2004 — 2007
Associate's degree, Buisness Admi
Chad Mishmash's New York Life Insurance Company Experience November 2011 - Present
Job Insurance Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2011 - Present
Knights of Columbus October 2008 - October 2011
Skills
Disability Insurance, Estate Planning, Retirement Planning, Whole Life, IRAs, Business Planning, Long-term Care, Term Life Insurance, Health Insurance, Strategic Financial..., Employee Benefits, Universal Life, Financial Analysis, Retirement, Sales, 401k Rollovers, Variable Annuities, Buy-sell Agreements, Critical Illness, Licensed Life, Retirement Savings, 401k, Series 6, Mutual Funds, Series 63, 529 Plans, Qualified Retirement..., Income Protection, Key Person Insurance, Guaranteed Lifetime..., Fixed Annuities, Life Insurance, Loans, Roth IRA, Insurance, Underwriting
Education
Pittsburg State University 1992 — 1998
Bachelor of Science (BS), Political Science and Government
Pittsburg State University
Business/Managerial Economics
New York Life Insurance Company November 2011 - Present
Knights of Columbus October 2008 - October 2011
Skills
Disability Insurance, Estate Planning, Retirement Planning, Whole Life, IRAs, Business Planning, Long-term Care, Term Life Insurance, Health Insurance, Strategic Financial..., Employee Benefits, Universal Life, Financial Analysis, Retirement, Sales, 401k Rollovers, Variable Annuities, Buy-sell Agreements, Critical Illness, Licensed Life, Retirement Savings, 401k, Series 6, Mutual Funds, Series 63, 529 Plans, Qualified Retirement..., Income Protection, Key Person Insurance, Guaranteed Lifetime..., Fixed Annuities, Life Insurance, Loans, Roth IRA, Insurance, Underwriting
Education
Pittsburg State University 1992 — 1998
Bachelor of Science (BS), Political Science and Government
Pittsburg State University
Business/Managerial Economics
Greg Ayers Greg Ayers's New York Life Insurance Company Experience March 2009 - Present
Job Financial Services, Wealth Preservation & Estate Planning
Industry Financial Services
Experience
New York Life Insurance Company March 2009 - Present
Skills
Retirement Planning, Fixed Annuities, IRAs, Long Term Care Insurance, Long-term Care, Wealth Accumulation, Retirement, Life Insurance, Estate Planning, Disability Insurance, Term Life Insurance, 401k, Mutual Funds, Whole Life, Financial Advisory, Universal Life, Asset Allocation, 401k Rollovers, Investments, College Savings Plans, Insurance, Variable Annuities, Roth IRA, Finance, Health Insurance, Financial Services, Buy-sell Agreements, Key Person Protection
Education
Presbyterian College 1978 — 1982
Northwestern High School 1975 — 1978
New York Life Insurance Company March 2009 - Present
Skills
Retirement Planning, Fixed Annuities, IRAs, Long Term Care Insurance, Long-term Care, Wealth Accumulation, Retirement, Life Insurance, Estate Planning, Disability Insurance, Term Life Insurance, 401k, Mutual Funds, Whole Life, Financial Advisory, Universal Life, Asset Allocation, 401k Rollovers, Investments, College Savings Plans, Insurance, Variable Annuities, Roth IRA, Finance, Health Insurance, Financial Services, Buy-sell Agreements, Key Person Protection
Education
Presbyterian College 1978 — 1982
Northwestern High School 1975 — 1978
Edward J. Boksan Edward J. Boksan's New York Life Insurance Company Experience 1993 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 1993 - Present
New York Life Insurance Company 1993 - Present
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Generational..., Thought Leadership, Protection..., Wealth Preservation...
Education
Penn State University 1986 — 1990
BA, Economics
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
New York Life Insurance Company 1993 - Present
New York Life Insurance Company 1993 - Present
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Generational..., Thought Leadership, Protection..., Wealth Preservation...
Education
Penn State University 1986 — 1990
BA, Economics
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Frank Moschella's New York Life Insurance Company Experience August 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
New York Life July 2009 - July 2012
Delaware Investments 2000 - 2005
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Series 6, Securities, Investments, Series 63, Retirement, Series 7, Life Insurance, Long-term Care, Strategic Financial..., Estate Planning, Wealth Management, Financial Services, 401k, Asset Managment, Employee Benefits, Investment Strategies
Education
Penn State University 1984 — 2000
Central High 1980 — 1984
New York Life Insurance Company August 2012 - Present
New York Life July 2009 - July 2012
Delaware Investments 2000 - 2005
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Insurance, Series 6, Securities, Investments, Series 63, Retirement, Series 7, Life Insurance, Long-term Care, Strategic Financial..., Estate Planning, Wealth Management, Financial Services, 401k, Asset Managment, Employee Benefits, Investment Strategies
Education
Penn State University 1984 — 2000
Central High 1980 — 1984
Curtis J. Gray Curtis J. Gray's New York Life Insurance Company Experience June 2010 - May 2012
Job IT Manager at Gregory, Inc
Industry Industrial Automation
Experience
Gregory, Inc September 2015 - Present
Caresoft Global Inc November 2013 - August 2015
Control Vision Corporation June 2012 - August 2015
Gray Consulting January 1989 - August 2015
Boy Scouts of America September 2005 - December 2012
New York Life Insurance Company June 2010 - May 2012
NYLIFE Securities LLC June 2010 - May 2012
Uni Central HDD November 2008 - June 2010
Finco Inc January 2000 - March 2008
Machinery Technology, Inc. December 1996 - November 1999
Skills
Strategic Planning, Business Analysis, Budget Management, Software Project..., Communication Written, Oral Communications, Technical Presentations, Sales Presentations, Insurance, Mutual Funds, Technical Architecture, Information Architecture, Business Systems..., Process Engineering, Web Development, ERP, MRP, CRM software, Application Development, Executive Management, Strategic Consulting, Network Architecture, Indutrial Automation, Budgets, CRM, Leadership, Manufacturing, Start-ups, Management, Sales, Project Planning, Business Planning, Customer Service, Public Speaking, Software Development, Training, Program Management, Team Building
Education
The University of Memphis 1994 — 1995
BS Candidate, Computer Science
Pittsburg State University 1980 — 1982
AS, Information Systems
Franklin Technical School 1974 — 1976
VoTech Certificate, Electronics
Parkwood High School
Gregory, Inc September 2015 - Present
Caresoft Global Inc November 2013 - August 2015
Control Vision Corporation June 2012 - August 2015
Gray Consulting January 1989 - August 2015
Boy Scouts of America September 2005 - December 2012
New York Life Insurance Company June 2010 - May 2012
NYLIFE Securities LLC June 2010 - May 2012
Uni Central HDD November 2008 - June 2010
Finco Inc January 2000 - March 2008
Machinery Technology, Inc. December 1996 - November 1999
Skills
Strategic Planning, Business Analysis, Budget Management, Software Project..., Communication Written, Oral Communications, Technical Presentations, Sales Presentations, Insurance, Mutual Funds, Technical Architecture, Information Architecture, Business Systems..., Process Engineering, Web Development, ERP, MRP, CRM software, Application Development, Executive Management, Strategic Consulting, Network Architecture, Indutrial Automation, Budgets, CRM, Leadership, Manufacturing, Start-ups, Management, Sales, Project Planning, Business Planning, Customer Service, Public Speaking, Software Development, Training, Program Management, Team Building
Education
The University of Memphis 1994 — 1995
BS Candidate, Computer Science
Pittsburg State University 1980 — 1982
AS, Information Systems
Franklin Technical School 1974 — 1976
VoTech Certificate, Electronics
Parkwood High School
Milton Maxfield Milton Maxfield's New York Life Insurance Company Experience August 2013 - November 2014
Job Life Insurance Broker
Industry Insurance
Experience
New York Life Insurance Company August 2013 - November 2014
Financial Marketing Partners December 2010 - December 2011
Skills
Retirement, Disability Insurance, Insurance, Employee Benefits, Financial Services, Long Term Care Insurance, Finance, Retirement Planning, Fixed Annuities, Financial Goals, Life Insurance, Estate Planning, Long-term Care, 401k, Strategic Financial..., Term Life Insurance, Pensions, Whole Life, Health Insurance, Risk Management
Education
Pikes Peak Community College 1987 — 1989
Associate's Degree
New York Life Insurance Company August 2013 - November 2014
Financial Marketing Partners December 2010 - December 2011
Skills
Retirement, Disability Insurance, Insurance, Employee Benefits, Financial Services, Long Term Care Insurance, Finance, Retirement Planning, Fixed Annuities, Financial Goals, Life Insurance, Estate Planning, Long-term Care, 401k, Strategic Financial..., Term Life Insurance, Pensions, Whole Life, Health Insurance, Risk Management
Education
Pikes Peak Community College 1987 — 1989
Associate's Degree
Andrea Gilbert Andrea Gilbert's New York Life Insurance Company Experience March 2010 - July 2014
Job at M Financial Group
Industry Insurance
Experience
M Financial Group August 2014 - Present
New York Life Insurance Company March 2010 - July 2014
Wachovia Home Loans July 2006 - October 2007
Exquisite Events April 2004 - October 2007
Tiba Medical, Inc October 2004 - April 2006
Skills
Customer Relations, Event Management, PowerPoint, Outlook, Word, Microsoft Word, Marketing Strategy, Account Management, Sales, Small Business, Customer Service
Education
Regis University 2007 — 2009
Masters, Business Administration, Business, Marketing
Portland State University
Bachelors of Arts, Social Science
M Financial Group August 2014 - Present
New York Life Insurance Company March 2010 - July 2014
Wachovia Home Loans July 2006 - October 2007
Exquisite Events April 2004 - October 2007
Tiba Medical, Inc October 2004 - April 2006
Skills
Customer Relations, Event Management, PowerPoint, Outlook, Word, Microsoft Word, Marketing Strategy, Account Management, Sales, Small Business, Customer Service
Education
Regis University 2007 — 2009
Masters, Business Administration, Business, Marketing
Portland State University
Bachelors of Arts, Social Science
Roger Correa, LUTCF's New York Life Insurance Company Experience December 2014 - December 2014
Job Vice President, AXA Advisors, LLC
Industry Insurance
Experience
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
AXA Advisors January 2015 - Present
New York Life Insurance Company December 2014 - December 2014
New York Life Insurance June 2011 - December 2014
New York Life Insurance Company October 2007 - June 2011
Guardian Life Insurance April 2001 - September 2007
Empretec Brazil January 1998 - February 1999
Skills
Investment Planning, Insurance Planning, Estate Planning..., Retirement Planning, Risk Management, Business Succession...
Education
Pontifícia Universidade Católica de São Paulo 1991 — 1995
Bachelor, Economics
anglo latino
Brian Percival's New York Life Insurance Company Experience March 1998 - May 1999
Job Software Development at Target Labs Inc
Industry Information Technology and Services
Experience
Editorial Projects in Education May 2011 - Present
Ernst & Young September 2007 - March 2009
Sharp Decisions May 1999 - September 2007
New York Life Insurance Company March 1998 - May 1999
Skills
.NET, AJAX, SOA, XML, CSS, Web Content Management, Web 2.0, Web Services, Information Technology, Usability, Project Management, Software Development, Enterprise Architecture, Microsoft SQL Server, SDLC, PHP, Web Design, HTML, Apache, User Experience, jQuery, MySQL
Education
Human Factors Inc. 2006 — 2006
Certified Usability Analyst
Chubb Institute of Technology 1997 — 1999
Top Gun Program – Computer Science - Client/Server Programming Certification
Post University 1987 — 1991
Bachelor of Science
Bloomfield High School 1984 — 1987
College Prep
Editorial Projects in Education May 2011 - Present
Ernst & Young September 2007 - March 2009
Sharp Decisions May 1999 - September 2007
New York Life Insurance Company March 1998 - May 1999
Skills
.NET, AJAX, SOA, XML, CSS, Web Content Management, Web 2.0, Web Services, Information Technology, Usability, Project Management, Software Development, Enterprise Architecture, Microsoft SQL Server, SDLC, PHP, Web Design, HTML, Apache, User Experience, jQuery, MySQL
Education
Human Factors Inc. 2006 — 2006
Certified Usability Analyst
Chubb Institute of Technology 1997 — 1999
Top Gun Program – Computer Science - Client/Server Programming Certification
Post University 1987 — 1991
Bachelor of Science
Bloomfield High School 1984 — 1987
College Prep
Mike Del Secolo Mike Del Secolo's New York Life Insurance Company Experience July 2012 - Present
Job SVP / CTO at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company September 2010 - July 2012
ADP 2009 - 2010
ADP 2001 - 2009
Skills
SDLC, Data Center, Enterprise Architecture, SaaS, Business Analysis, IT Management, Business Intelligence, Enterprise Software, ITIL, Risk Management, Building Strong..., Business Process, Financial Services, IT Operations, IT Outsourcing, IT Service Management, Leadership, Management, Professional Services, Solution Architecture, Cross-functional Team..., Security, Team Leadership, Architecture, Business Continuity, CRM, Databases, Governance, Information Security, Information Technology, Infrastructure, Oracle, PMP, Project Portfolio..., Requirements Analysis, SOA, SQL, SharePoint, Software Development, Software Project..., Strategy, Unix, Virtualization, Visio, Architectures
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Executive Management
Pratt Institute 1981 — 1985
Bachelor, Electrical Engineering
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company September 2010 - July 2012
ADP 2009 - 2010
ADP 2001 - 2009
Skills
SDLC, Data Center, Enterprise Architecture, SaaS, Business Analysis, IT Management, Business Intelligence, Enterprise Software, ITIL, Risk Management, Building Strong..., Business Process, Financial Services, IT Operations, IT Outsourcing, IT Service Management, Leadership, Management, Professional Services, Solution Architecture, Cross-functional Team..., Security, Team Leadership, Architecture, Business Continuity, CRM, Databases, Governance, Information Security, Information Technology, Infrastructure, Oracle, PMP, Project Portfolio..., Requirements Analysis, SOA, SQL, SharePoint, Software Development, Software Project..., Strategy, Unix, Virtualization, Visio, Architectures
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Executive Management
Pratt Institute 1981 — 1985
Bachelor, Electrical Engineering
Hyong (Sean) Cha's New York Life Insurance Company Experience July 2010 - January 2012
Job Allstate
Industry Financial Services
Experience
Allstate January 2013 - Present
Allstar insurance Agency January 2005 - November 2012
New York Life Insurance Company July 2010 - January 2012
american general life and accident company April 2009 - January 2011
Skills
Term Life Insurance, Wealth, Pensions, Whole Life, PowerPoint, Fixed Annuities, Universal Life, Business Strategy, Selling, Disability Insurance, Property & Casualty..., Life Insurance, Insurance, Long-term Care, Retirement Planning, Critical Illness, Underwriting, Investments, Long Term Care Insurance, Retirement, Estate Planning, Umbrella Insurance, Health Insurance, Series 6, Commercial Insurance, 401k, Casualty, Small Business, Brokers, Legal Liability, Variable Annuities, Employee Benefits, Roth IRA, IRAs, Homeowners, General Insurance, Financial Planners, Workers Compensation, Accident, Liability, Mutual Funds, Sales, Life & Health Insurance..., Permanent Life Insurance, Strategic Financial..., 401k Rollovers, Financial Services, Commercial Lines, Accident Insurance
Education
Pensacola Christian College 1994 — 1996
Criminal Justice/Police Science
Allstate January 2013 - Present
Allstar insurance Agency January 2005 - November 2012
New York Life Insurance Company July 2010 - January 2012
american general life and accident company April 2009 - January 2011
Skills
Term Life Insurance, Wealth, Pensions, Whole Life, PowerPoint, Fixed Annuities, Universal Life, Business Strategy, Selling, Disability Insurance, Property & Casualty..., Life Insurance, Insurance, Long-term Care, Retirement Planning, Critical Illness, Underwriting, Investments, Long Term Care Insurance, Retirement, Estate Planning, Umbrella Insurance, Health Insurance, Series 6, Commercial Insurance, 401k, Casualty, Small Business, Brokers, Legal Liability, Variable Annuities, Employee Benefits, Roth IRA, IRAs, Homeowners, General Insurance, Financial Planners, Workers Compensation, Accident, Liability, Mutual Funds, Sales, Life & Health Insurance..., Permanent Life Insurance, Strategic Financial..., 401k Rollovers, Financial Services, Commercial Lines, Accident Insurance
Education
Pensacola Christian College 1994 — 1996
Criminal Justice/Police Science
Tae Youn Clough Tae Youn Clough's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Self-employed 2004 - February 2014
Skills
Business Planning, Education Funding..., Estate Planning, Lifetime Income..., Personal Finance, Protection..., Retirement Planning, Risk Management, Small Business, Wealth Preservation..., Business Development, Customer Satisfaction, Marketing, Marketing Management, Customer Service, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Social Media
Education
Portland State University 1997 — 2001
Bachelor of Arts (B.A.), Art History
New York Life Insurance Company June 2015 - Present
Self-employed 2004 - February 2014
Skills
Business Planning, Education Funding..., Estate Planning, Lifetime Income..., Personal Finance, Protection..., Retirement Planning, Risk Management, Small Business, Wealth Preservation..., Business Development, Customer Satisfaction, Marketing, Marketing Management, Customer Service, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Social Media
Education
Portland State University 1997 — 2001
Bachelor of Arts (B.A.), Art History
John Almon Jr. John Almon Jr.'s New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Skills
Investments, Life Insurance, Financial Services, 401 (k) Rollovers, Retirement, Gifting Strategies, IRA Rollovers, Multi-generational...
Education
Providence College 2007 — 2009
Bachelor of Science (BS), Finance
St. John's University 2005 — 2007
Finance
Bishop Hendricken High School 2001 — 2005
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Skills
Investments, Life Insurance, Financial Services, 401 (k) Rollovers, Retirement, Gifting Strategies, IRA Rollovers, Multi-generational...
Education
Providence College 2007 — 2009
Bachelor of Science (BS), Finance
St. John's University 2005 — 2007
Finance
Bishop Hendricken High School 2001 — 2005
Chevon Underwood Chevon Underwood's New York Life Insurance Company Experience August 2013 - October 2013
Job Administrative Assistant
Industry Financial Services
Experience
Us Financial December 2013 - June 2015
New York Life Insurance Company August 2013 - October 2013
Red Lobster 2011 - 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Time Management, Microsoft Excel, Restaurants, PowerPoint, Catering, Hospitality, Customer Satisfaction
Education
UCLA Extension 2012 — 2012
Legal Assistant/Paralegal
Philander Smith College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Los Angeles Center for Enriched Studies
High School, General Studies
Us Financial December 2013 - June 2015
New York Life Insurance Company August 2013 - October 2013
Red Lobster 2011 - 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Time Management, Microsoft Excel, Restaurants, PowerPoint, Catering, Hospitality, Customer Satisfaction
Education
UCLA Extension 2012 — 2012
Legal Assistant/Paralegal
Philander Smith College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Los Angeles Center for Enriched Studies
High School, General Studies
Samuel Paul's New York Life Insurance Company Experience May 2013 - Present
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
Nationwide Insurance September 2012 - May 2013
The Common Man Family August 2008 - 2013
Plymouth State University 2010 - 2011
Baker Valley Floors January 2006 - January 2010
JAMESON CONSTRUCTION January 2007 - January 2009
Hannaford Bros. Co. January 2006 - January 2008
Skills
Management, Marketing, Hospitality, Sales, Food & Beverage, Restaurants, Sales Management, Communication, Process Scheduler, Customer Service, Hospitality Industry, Catering, Committed to..., Business Planning, Team Building, Hospitality Management, Master Scheduling, Music Technology, Music Production, Bartending, Mentoring Of Staff, Cooking, Microsoft Technologies
Education
Plymouth State University 2010 — 2011
Masters Degree, Business Administration, 3.5
Plymouth State University 2006 — 2010
Bachelor of Science, Business Administration
New Hampton Prep School 2004 — 2006
High School Diploma
Pinkerton
New York Life Insurance Company May 2013 - Present
Nationwide Insurance September 2012 - May 2013
The Common Man Family August 2008 - 2013
Plymouth State University 2010 - 2011
Baker Valley Floors January 2006 - January 2010
JAMESON CONSTRUCTION January 2007 - January 2009
Hannaford Bros. Co. January 2006 - January 2008
Skills
Management, Marketing, Hospitality, Sales, Food & Beverage, Restaurants, Sales Management, Communication, Process Scheduler, Customer Service, Hospitality Industry, Catering, Committed to..., Business Planning, Team Building, Hospitality Management, Master Scheduling, Music Technology, Music Production, Bartending, Mentoring Of Staff, Cooking, Microsoft Technologies
Education
Plymouth State University 2010 — 2011
Masters Degree, Business Administration, 3.5
Plymouth State University 2006 — 2010
Bachelor of Science, Business Administration
New Hampton Prep School 2004 — 2006
High School Diploma
Pinkerton
Taylor Dreitlein Taylor Dreitlein's New York Life Insurance Company Experience May 2014 - August 2014
Job IT Attestation Associate at KPMG
Industry Information Technology and Services
Experience
KPMG August 2015 - Present
Penn State University June 2011 - May 2015
New York Life Insurance Company May 2014 - August 2014
Alpha Sigma Alpha Sorority January 2013 - January 2014
Cablevision June 2013 - August 2013
Alpha Sigma Alpha Sorority March 2012 - November 2012
Alpha Sigma Alpha Sorority January 2012 - October 2012
TayLex Consulting LLC May 2012 - August 2012
Skills
Microsoft Excel, Java, Life Insurance, Public Relations, Microsoft Office, Microsoft SQL Server, C++, PowerPoint, iMovie, Microsoft Word, NetBeans, Microsoft Expression, HTML, SQL, JavaScript, Wireshark
Education
Penn State University 2011 — 2015
Bachelor's Degree, Information Sciences and Technology - Design and Development / Security and Risk Analysis, Senior
KPMG August 2015 - Present
Penn State University June 2011 - May 2015
New York Life Insurance Company May 2014 - August 2014
Alpha Sigma Alpha Sorority January 2013 - January 2014
Cablevision June 2013 - August 2013
Alpha Sigma Alpha Sorority March 2012 - November 2012
Alpha Sigma Alpha Sorority January 2012 - October 2012
TayLex Consulting LLC May 2012 - August 2012
Skills
Microsoft Excel, Java, Life Insurance, Public Relations, Microsoft Office, Microsoft SQL Server, C++, PowerPoint, iMovie, Microsoft Word, NetBeans, Microsoft Expression, HTML, SQL, JavaScript, Wireshark
Education
Penn State University 2011 — 2015
Bachelor's Degree, Information Sciences and Technology - Design and Development / Security and Risk Analysis, Senior
Amber Leah Johnson Amber Leah Johnson's New York Life Insurance Company Experience January 2008 - January 2009
Job Agency Sales Manager at Allstate Insurance Agency
Industry Insurance
Experience
Allstate Insurance Agency September 2015 - Present
Allstate Insurance Agency July 2013 - August 2015
Affirmative Insurance Holdings, Inc January 2009 - July 2013
New York Life Insurance Company January 2008 - January 2009
AT&T Wireless January 2000 - January 2008
Skills
Hiring, Sales Management, Customer Service, Coaching, Profit, Expense Control, Sales Operations, Training, Employee Training, Customer Satisfaction, Management, Sales, Retail, Cold Calling, Sales Process, Insurance, Recruiting, Performance Management, Leadership Development, New Business Development, Outlook, Change Management, Store Management, Customer Retention, Leadership, CRM
Education
Rich East High School 1989 — 1993
Prairie State College
Allstate Insurance Agency September 2015 - Present
Allstate Insurance Agency July 2013 - August 2015
Affirmative Insurance Holdings, Inc January 2009 - July 2013
New York Life Insurance Company January 2008 - January 2009
AT&T Wireless January 2000 - January 2008
Skills
Hiring, Sales Management, Customer Service, Coaching, Profit, Expense Control, Sales Operations, Training, Employee Training, Customer Satisfaction, Management, Sales, Retail, Cold Calling, Sales Process, Insurance, Recruiting, Performance Management, Leadership Development, New Business Development, Outlook, Change Management, Store Management, Customer Retention, Leadership, CRM
Education
Rich East High School 1989 — 1993
Prairie State College
Lacy Grant's New York Life Insurance Company Experience May 2012 - June 2013
Job Human Resources Talent Associate/Recruiting Coordinator at TIAACREF
Industry Human Resources
Experience
TIAA-CREF June 2013 - Present
New York Life Insurance Company May 2012 - June 2013
Bank of America August 2010 - November 2011
Thales Avionics October 2008 - April 2009
Marsh October 2007 - May 2008
ADP February 2007 - August 2007
Century 21 Department Stores September 2006 - February 2007
Cartus January 2006 - May 2006
Post University September 2002 - May 2006
Post University 2002 - 2006
Skills
Microsoft Office, ATS-Taleo, PeopleSoft, Event Planning, Administrative Support, Human Relations, Onboarding, Personnel Recruiting, Lotus Notes, Kronos, Administrative..., Human Resources, Temporary Placement, Recruiting, Interviews, New Hire Orientations, People Skills, HRIS, Personnel Selection, Screening, Management, Screening Resumes, Applicant Tracking..., Customer Service
Education
Post University 2002 — 2006
BS, Management/HR/Sociology
Benedictine Academy 1998 — 2002
TIAA-CREF June 2013 - Present
New York Life Insurance Company May 2012 - June 2013
Bank of America August 2010 - November 2011
Thales Avionics October 2008 - April 2009
Marsh October 2007 - May 2008
ADP February 2007 - August 2007
Century 21 Department Stores September 2006 - February 2007
Cartus January 2006 - May 2006
Post University September 2002 - May 2006
Post University 2002 - 2006
Skills
Microsoft Office, ATS-Taleo, PeopleSoft, Event Planning, Administrative Support, Human Relations, Onboarding, Personnel Recruiting, Lotus Notes, Kronos, Administrative..., Human Resources, Temporary Placement, Recruiting, Interviews, New Hire Orientations, People Skills, HRIS, Personnel Selection, Screening, Management, Screening Resumes, Applicant Tracking..., Customer Service
Education
Post University 2002 — 2006
BS, Management/HR/Sociology
Benedictine Academy 1998 — 2002
Katelyn Cordido Reese Katelyn Cordido Reese's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life Insurance Company
Industry Education Management
Experience
New York Life Insurance Company May 2015 - Present
Pittsburgh Brightside Academy May 2014 - August 2014
Grand Concourse July 2013 - July 2014
Pj's Tavern May 2012 - August 2013
Skills
Microsoft Office, Event Planning, Social Media, Public Speaking, Social Networking, PowerPoint, Microsoft Word, Training, Coaching, Microsoft Excel, Teamwork, Research, Time Management, Leadership, Event Management, Marketing, Facebook, Editing, Fundraising, Communication, Marketing Strategy, Writing, Creative Writing, Higher Education, Outlook, Blogging, Hospitality, Restaurants, Food & Beverage, Social Skills, Organizational..., Organizational Learning, Human Resources, Team Leadership, Data Entry, Recruiting, Program Development, Photography, Interviews, Critical Thinking, Leadership Development, Computer Proficiency, Bilingual Communications, English to Spanish, Tenacious Work Ethic, Motivational Speaking, Life Insurance, Sales Process, Insurance
Education
Point Park University 2011 — 2015
Bachelor's degree, Instructional Studies & Business
Point Park University 2011 — 2015
Bachelor of Science (B.S.), Education and Business
New York Life Insurance Company May 2015 - Present
Pittsburgh Brightside Academy May 2014 - August 2014
Grand Concourse July 2013 - July 2014
Pj's Tavern May 2012 - August 2013
Skills
Microsoft Office, Event Planning, Social Media, Public Speaking, Social Networking, PowerPoint, Microsoft Word, Training, Coaching, Microsoft Excel, Teamwork, Research, Time Management, Leadership, Event Management, Marketing, Facebook, Editing, Fundraising, Communication, Marketing Strategy, Writing, Creative Writing, Higher Education, Outlook, Blogging, Hospitality, Restaurants, Food & Beverage, Social Skills, Organizational..., Organizational Learning, Human Resources, Team Leadership, Data Entry, Recruiting, Program Development, Photography, Interviews, Critical Thinking, Leadership Development, Computer Proficiency, Bilingual Communications, English to Spanish, Tenacious Work Ethic, Motivational Speaking, Life Insurance, Sales Process, Insurance
Education
Point Park University 2011 — 2015
Bachelor's degree, Instructional Studies & Business
Point Park University 2011 — 2015
Bachelor of Science (B.S.), Education and Business
Lynn Cimino-Hurt Lynn Cimino-Hurt's New York Life Insurance Company Experience February 2010 - Present
Job Financial Wellness, Retirement Planning, Benefits Broker, Community Networker and Poet
Industry Financial Services
Experience
CIMINO HURT FINANCIAL GROUP LLC May 2013 - Present
Rotary International 2011 - Present
New York Life Insurance Company February 2010 - Present
Cumberland Center for Justice and Peace January 2010 - Present
University of the South 2007 - 2008
Return House Raising 2006 - 2007
Flint Hill School August 2001 - June 2006
Wasatch Academy June 1994 - May 2001
Skills
Event Organizer, Insurance Planning, Money Management, Public Speaking, Writing, Teaching, Microsoft Office, Customer Service, Marketing Strategy, Excel, Event Management, Retirement, Long Term Care Insurance, Microsoft Excel, Event Planning, Fundraising, Community Outreach, Editing, Financial Planners, Grant Writing, Research, Leadership Development, Volunteer Management, Social Networking, Long-term Care, Insurance, College Education..., Retirement Planning, Estate Planning, Community Development, Sustainability, Nonprofits, Small Business, Grants, Program Development, Staff Development
Education
The American College 2012 — 2014
CFP, In process
Prescott College 1995 — 1997
MA, Experiential Education
Middle Tennessee State University 1971 — 1988
BA, Anthropology
CIMINO HURT FINANCIAL GROUP LLC May 2013 - Present
Rotary International 2011 - Present
New York Life Insurance Company February 2010 - Present
Cumberland Center for Justice and Peace January 2010 - Present
University of the South 2007 - 2008
Return House Raising 2006 - 2007
Flint Hill School August 2001 - June 2006
Wasatch Academy June 1994 - May 2001
Skills
Event Organizer, Insurance Planning, Money Management, Public Speaking, Writing, Teaching, Microsoft Office, Customer Service, Marketing Strategy, Excel, Event Management, Retirement, Long Term Care Insurance, Microsoft Excel, Event Planning, Fundraising, Community Outreach, Editing, Financial Planners, Grant Writing, Research, Leadership Development, Volunteer Management, Social Networking, Long-term Care, Insurance, College Education..., Retirement Planning, Estate Planning, Community Development, Sustainability, Nonprofits, Small Business, Grants, Program Development, Staff Development
Education
The American College 2012 — 2014
CFP, In process
Prescott College 1995 — 1997
MA, Experiential Education
Middle Tennessee State University 1971 — 1988
BA, Anthropology
Carla Davis Carla Davis's New York Life Insurance Company Experience 2009 - 2011
Job Client Advisor at Passport BMW
Industry Automotive
Experience
Karatbars International - Affordable Gold by the Gram Affiliate 2014 - Present
Passport BMW August 2013 - Present
RJA Services Inc November 2011 - July 2013
New York Life Insurance Company 2009 - 2011
Sport & Health Clubs 2007 - 2009
Access Capital Mortgage 2006 - 2007
Wells Fargo Home Mortgage 2005 - 2007
NovaStar Mortgage 2004 - 2005
Bally Total Fitness 2001 - 2004
Skills
Customer Service, Sales, Team Building, Customer Satisfaction, Sales Management, Leadership, Retail, Strategic Planning, Social Media, Direct Sales, Negotiation, Social Networking, Public Speaking, Customer Retention, Management, Marketing, Marketing Strategy, Training, Coaching, Finance, Cold Calling, New Business Development, Entrepreneurship, Project Management
Education
Stratford University 1999 — 2001
Associate of Applied Science (A.A.S.), Computer Science
Prince George's Community College 1989 — 1990
General Studies
Crossland Vocational Technical High School 1986 — 1988
Certificate of Completion, Mechanical and Architectural Drafting
Potomac Senior High School 1984 — 1988
Diploma, General Studies
Karatbars International - Affordable Gold by the Gram Affiliate 2014 - Present
Passport BMW August 2013 - Present
RJA Services Inc November 2011 - July 2013
New York Life Insurance Company 2009 - 2011
Sport & Health Clubs 2007 - 2009
Access Capital Mortgage 2006 - 2007
Wells Fargo Home Mortgage 2005 - 2007
NovaStar Mortgage 2004 - 2005
Bally Total Fitness 2001 - 2004
Skills
Customer Service, Sales, Team Building, Customer Satisfaction, Sales Management, Leadership, Retail, Strategic Planning, Social Media, Direct Sales, Negotiation, Social Networking, Public Speaking, Customer Retention, Management, Marketing, Marketing Strategy, Training, Coaching, Finance, Cold Calling, New Business Development, Entrepreneurship, Project Management
Education
Stratford University 1999 — 2001
Associate of Applied Science (A.A.S.), Computer Science
Prince George's Community College 1989 — 1990
General Studies
Crossland Vocational Technical High School 1986 — 1988
Certificate of Completion, Mechanical and Architectural Drafting
Potomac Senior High School 1984 — 1988
Diploma, General Studies
Mario Prisco Mario Prisco's New York Life Insurance Company Experience August 2013 - Present
Job Registered Representative at NYLIFE Securities LLC Executive Council Agent
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Education
Post University
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company August 2013 - Present
Education
Post University
Bachelor's degree, Business Administration and Management, General
Phillip Calkins's New York Life Insurance Company Experience May 2015 - 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 May 2015 - Present
US Army January 2013 - Present
US Army May 2009 - December 2013
U.S Army 2009 - 2011
US Army June 2004 - June 2007
Skills
Leadership, Current Top Secret..., Customer Service, Project Management, Training, Strategic Planning, Team Building, Team Leadership, Operations Management, Program Management, Project Planning, DoD, Military Experience, Operational Planning
Education
Pierce College at Fort Steilacoom 2013 — 2015
Associate of Arts (AA), General Studies, 3.3
New York Life Insurance Company May 2015 - Present
US Army January 2013 - Present
US Army May 2009 - December 2013
U.S Army 2009 - 2011
US Army June 2004 - June 2007
Skills
Leadership, Current Top Secret..., Customer Service, Project Management, Training, Strategic Planning, Team Building, Team Leadership, Operations Management, Program Management, Project Planning, DoD, Military Experience, Operational Planning
Education
Pierce College at Fort Steilacoom 2013 — 2015
Associate of Arts (AA), General Studies, 3.3
Patrick Connolly's New York Life Insurance Company Experience November 2014 - Present
Job Recruiter, Investments Division at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company September 2013 - November 2014
New York Life Insurance Company January 2013 - September 2013
New York Life Insurance Company November 2010 - January 2013
Skills
Recruiting, Interviews, Social Media, Leadership, Customer Service, Public Speaking, Marketing, Training, Financial Analysis, Investments, CRM, Talent Management, Strategy, Program Management, Applicant Tracking..., Project Management, Process Improvement, Diversity & Inclusion, University Recruitment
Education
Penn State University 2003 — 2007
Bachelor's
Manhasset High School 1999 — 2003
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company September 2013 - November 2014
New York Life Insurance Company January 2013 - September 2013
New York Life Insurance Company November 2010 - January 2013
Skills
Recruiting, Interviews, Social Media, Leadership, Customer Service, Public Speaking, Marketing, Training, Financial Analysis, Investments, CRM, Talent Management, Strategy, Program Management, Applicant Tracking..., Project Management, Process Improvement, Diversity & Inclusion, University Recruitment
Education
Penn State University 2003 — 2007
Bachelor's
Manhasset High School 1999 — 2003
Garrett Reist's New York Life Insurance Company Experience July 2015 - Present
Job Agent with New York Life helping individuals to secure their vision of the American Dream.
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Castro's Warehouse March 2013 - February 2014
Rain on 4th May 2010 - March 2013
DeVry University April 2009 - April 2010
University of Phoenix November 2008 - March 2009
Chili's March 2008 - November 2008
Pittsburg State University May 2007 - December 2007
Pittsburg State University July 2005 - May 2007
Pittsburg State University April 2006 - April 2007
Skills
Annuity Sales, Business Planning, Employee Benefits, Income Protection, LGBT Planning, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Retirement Planning, Risk Management, Building Relationships, Problem Solving
Education
Pittsburg State University 2002 — 2007
BA, Communication, Leadership Studies, Psychology
New York Life Insurance Company July 2015 - Present
Castro's Warehouse March 2013 - February 2014
Rain on 4th May 2010 - March 2013
DeVry University April 2009 - April 2010
University of Phoenix November 2008 - March 2009
Chili's March 2008 - November 2008
Pittsburg State University May 2007 - December 2007
Pittsburg State University July 2005 - May 2007
Pittsburg State University April 2006 - April 2007
Skills
Annuity Sales, Business Planning, Employee Benefits, Income Protection, LGBT Planning, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Retirement Planning, Risk Management, Building Relationships, Problem Solving
Education
Pittsburg State University 2002 — 2007
BA, Communication, Leadership Studies, Psychology
Katherine Hendershot's New York Life Insurance Company Experience June 2007 - August 2011
Job Construction Engineering and Interior Design Student at Pittsburg State University
Industry Construction
Experience
Kiewit Corporation May 2015 - Present
Hy-Vee December 2013 - Present
RFB Construction Co. September 2014 - May 2015
Black’s Law Office July 2013 - August 2013
Crossings Counseling and Consulting May 2012 - August 2013
New York Life Insurance Company June 2007 - August 2011
Skills
AutoCAD, Revit, Hand Drafting, Certified Green..., Concrete Testing, Concrete Materials, Residential Design, Site Planning, Mechanical Drawings, HVAC, Safety, ACI Certified, NCCER, Construction, Construction Management, Microsoft Office, Contract Negotiation, Project Estimation, Microsoft Word, Customer Service, Submittals, Renovation, Concrete, Contract Management, Microsoft Excel, Process Scheduler
Education
Pittsburg State University 2011 — 2015
Bachelor's Degree, Construction Engineering Technologies
Kiewit Corporation May 2015 - Present
Hy-Vee December 2013 - Present
RFB Construction Co. September 2014 - May 2015
Black’s Law Office July 2013 - August 2013
Crossings Counseling and Consulting May 2012 - August 2013
New York Life Insurance Company June 2007 - August 2011
Skills
AutoCAD, Revit, Hand Drafting, Certified Green..., Concrete Testing, Concrete Materials, Residential Design, Site Planning, Mechanical Drawings, HVAC, Safety, ACI Certified, NCCER, Construction, Construction Management, Microsoft Office, Contract Negotiation, Project Estimation, Microsoft Word, Customer Service, Submittals, Renovation, Concrete, Contract Management, Microsoft Excel, Process Scheduler
Education
Pittsburg State University 2011 — 2015
Bachelor's Degree, Construction Engineering Technologies
Jessica Loukota Leimback Jessica Loukota Leimback's New York Life Insurance Company Experience May 2002 - November 2006
Job Agent at Premier Business Investments
Industry Real Estate
Experience
Premier Business Investments November 2007 - Present
RE/MAX Homes & Investments February 2003 - November 2007
New York Life Insurance Company May 2002 - November 2006
Skills
Investment Properties, Sellers, Buyers, Customer Service, First Time Home Buyers, Residential Homes, Real Estate, New Home Sales
Education
NAR 2009 — 2009
SRES, Seniors Real Estate Professionalist
NAR 2009 — 2009
SFR, Short Sale & Forclosure Certified
NAR 2008 — 2008
ABR, Buyer's Representative
Pikes Peak Community College 1997 — 1999
AA, Computer Science
Premier Business Investments November 2007 - Present
RE/MAX Homes & Investments February 2003 - November 2007
New York Life Insurance Company May 2002 - November 2006
Skills
Investment Properties, Sellers, Buyers, Customer Service, First Time Home Buyers, Residential Homes, Real Estate, New Home Sales
Education
NAR 2009 — 2009
SRES, Seniors Real Estate Professionalist
NAR 2009 — 2009
SFR, Short Sale & Forclosure Certified
NAR 2008 — 2008
ABR, Buyer's Representative
Pikes Peak Community College 1997 — 1999
AA, Computer Science
Scott T. D'Amato Scott T. D'Amato's New York Life Insurance Company Experience June 2015 - 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 June 2015 - Present
QuinStreet October 2013 - January 2015
AAA Auto Club South June 2013 - October 2013
Bank of America May 2009 - June 2013
Damato Insurance Group March 2007 - May 2009
Aflac January 2005 - March 2007
Skills
General Insurance, Sales, Personal Lines, Insurance, Customer Service, Life Insurance, Account Management, Underwriting, Commercial Insurance, Leadership, Property & Casualty..., Sales Management, Health Insurance, Marketing, Small Business, Term Life Insurance, Call Centers, Disability Insurance, B2B, Employee Benefits, Claim, Umbrella Insurance, Casualty Insurance
Education
University of Central Florida 2001 — 2004
Bachelor's Degree, Liberal Studies/Marketing Minor
Pensacola State College 1999 — 2001
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
The Brownsville Revival School of Ministry 1997 — 1999
Associate’s Degree, Bible/Biblical Studies
The master's academy 1989 — 1996
New York Life Insurance Company June 2015 - Present
QuinStreet October 2013 - January 2015
AAA Auto Club South June 2013 - October 2013
Bank of America May 2009 - June 2013
Damato Insurance Group March 2007 - May 2009
Aflac January 2005 - March 2007
Skills
General Insurance, Sales, Personal Lines, Insurance, Customer Service, Life Insurance, Account Management, Underwriting, Commercial Insurance, Leadership, Property & Casualty..., Sales Management, Health Insurance, Marketing, Small Business, Term Life Insurance, Call Centers, Disability Insurance, B2B, Employee Benefits, Claim, Umbrella Insurance, Casualty Insurance
Education
University of Central Florida 2001 — 2004
Bachelor's Degree, Liberal Studies/Marketing Minor
Pensacola State College 1999 — 2001
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
The Brownsville Revival School of Ministry 1997 — 1999
Associate’s Degree, Bible/Biblical Studies
The master's academy 1989 — 1996
Sven Anderson, CLU, ChFC's New York Life Insurance Company Experience May 1997 - Present
Job New York Life Financial Services Professional helping Business Owners and Families in the Greater Salem Area
Industry Financial Services
Experience
New York Life May 1997 - Present
New York Life Insurance Company May 1997 - Present
Skills
Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Key Person Insurance, Wealth Management, Series 6, Term Life Insurance, College Savings Plans, Strategic Financial..., Securities, Long Term Care Insurance, Asset Allocation, IRAs, Roth IRA, Retirement, Employee Benefits, Insurance, Income Protection, Small Business, Wealth Accumulation, Financial Services, Variable Annuities, Pensions, Mutual Funds, 401k Rollovers, Investments
Education
Portland State University 1979 — 1980
New York Life May 1997 - Present
New York Life Insurance Company May 1997 - Present
Skills
Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Key Person Insurance, Wealth Management, Series 6, Term Life Insurance, College Savings Plans, Strategic Financial..., Securities, Long Term Care Insurance, Asset Allocation, IRAs, Roth IRA, Retirement, Employee Benefits, Insurance, Income Protection, Small Business, Wealth Accumulation, Financial Services, Variable Annuities, Pensions, Mutual Funds, 401k Rollovers, Investments
Education
Portland State University 1979 — 1980
Andrey Chekalin Andrey Chekalin's New York Life Insurance Company Experience November 2011 - Present
Job Dedicated Financial Advisor helping highnet worth individuals continue their lifestyle into retirement.
Industry Financial Services
Experience
Eagle Strategies, LLC October 2014 - Present
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2011 - Present
BMW Of Fairfax 2009 - October 2011
Skills
Investments, Financial Analysis, Asset Managment, Risk Management, Finance, Hedge Funds, Sales, Negotiation, Trading, Insurance, Analysis, Business Planning, Estate Planning, Asset Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Retirement, Management, Securities, Customer Service, Leadership, Public Speaking, Marketing
Education
Penn State University
Business Administration
Wyoming Seminar 2002 — 2003
Post Graduate
Valley Forge Military Academy & College 2000 — 2002
Eagle Strategies, LLC October 2014 - Present
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2011 - Present
BMW Of Fairfax 2009 - October 2011
Skills
Investments, Financial Analysis, Asset Managment, Risk Management, Finance, Hedge Funds, Sales, Negotiation, Trading, Insurance, Analysis, Business Planning, Estate Planning, Asset Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Retirement, Management, Securities, Customer Service, Leadership, Public Speaking, Marketing
Education
Penn State University
Business Administration
Wyoming Seminar 2002 — 2003
Post Graduate
Valley Forge Military Academy & College 2000 — 2002
Frank A. Wolbert's New York Life Insurance Company Experience January 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
Driveline Retail Merchandising January 2013 - October 2014
Technicolor November 2011 - December 2012
FREEMANTLE MARKETING CONSULTANTS 2009 - October 2011
Baker & Taylor 2004 - 2009
A.D. VISION, INC 2002 - 2004
Advanced Marketing Services 1999 - 2002
ADVANCED ACCESS, INC 1996 - 1999
BAKER AND TAYLOR VIDEO 1992 - 1996
BAKER & TAYLOR 1986 - 1992
Skills
CRM, E-commerce, P&L Management, Business Development, Strategic Partnerships, Sales, Consumer Products, Entertainment, Management, Digital Media, Merchandising, Marketing Strategy, Entrepreneurship, New Business Development, Leadership, Product Marketing, Selling, Cross-functional Team..., Sales Management, Retail, Key Account Management, Market Analysis, Team Leadership, Marketing, P&L Responsibility, Product Management, Sales Operations, Strategic Account..., Corporate Sales..., Account Management, Strategy, Brand Development, Competitive Analysis, Client Services, B2B, Advertising, Brand Management, Online Marketing, C-level Relationship..., Entrepreneurial Approach
Education
Pennsylvania State University-Great Valley Graduate Center
Rutgers University – Camden
New York Life Insurance Company January 2015 - Present
Driveline Retail Merchandising January 2013 - October 2014
Technicolor November 2011 - December 2012
FREEMANTLE MARKETING CONSULTANTS 2009 - October 2011
Baker & Taylor 2004 - 2009
A.D. VISION, INC 2002 - 2004
Advanced Marketing Services 1999 - 2002
ADVANCED ACCESS, INC 1996 - 1999
BAKER AND TAYLOR VIDEO 1992 - 1996
BAKER & TAYLOR 1986 - 1992
Skills
CRM, E-commerce, P&L Management, Business Development, Strategic Partnerships, Sales, Consumer Products, Entertainment, Management, Digital Media, Merchandising, Marketing Strategy, Entrepreneurship, New Business Development, Leadership, Product Marketing, Selling, Cross-functional Team..., Sales Management, Retail, Key Account Management, Market Analysis, Team Leadership, Marketing, P&L Responsibility, Product Management, Sales Operations, Strategic Account..., Corporate Sales..., Account Management, Strategy, Brand Development, Competitive Analysis, Client Services, B2B, Advertising, Brand Management, Online Marketing, C-level Relationship..., Entrepreneurial Approach
Education
Pennsylvania State University-Great Valley Graduate Center
Rutgers University – Camden
John Siciliano John Siciliano's New York Life Insurance Company Experience December 2008 - November 2010
Job PwC Advisory, Asset Management, Global Strategy Leader
Industry Investment Management
Experience
Huntington Memorial Hospital January 2015 - Present
PwC September 2012 - Present
U.S. Institute March 2014 - Present
Kravis Leadership Institute, Claremont McKenna College March 2013 - Present
University of Southern California Marshall School of Business July 2012 - Present
Avondale Strategies August 2011 - September 2012
Grail Partners LLC March 2011 - September 2012
New York Life Insurance Company December 2008 - November 2010
Grail Partners LLC January 2007 - November 2008
BKF Capital Group Inc September 2005 - January 2007
Skills
Investments, Asset Management, Strategy, Alternative Investments, Equities, Corporate Finance, Financial Services, Finance, Fixed Income, Investment Management, Investment Strategies, Business Strategy, Business Planning, Leadership, Management, Valuation, Strategic Planning, Asset Managment, Private Equity, Mergers & Acquisitions, Financial Analysis, Financial Advisory
Education
Stanford Business School 1977 — 1979
MBA, Finance
Pomona College 1972 — 1976
BA, Government
Huntington Memorial Hospital January 2015 - Present
PwC September 2012 - Present
U.S. Institute March 2014 - Present
Kravis Leadership Institute, Claremont McKenna College March 2013 - Present
University of Southern California Marshall School of Business July 2012 - Present
Avondale Strategies August 2011 - September 2012
Grail Partners LLC March 2011 - September 2012
New York Life Insurance Company December 2008 - November 2010
Grail Partners LLC January 2007 - November 2008
BKF Capital Group Inc September 2005 - January 2007
Skills
Investments, Asset Management, Strategy, Alternative Investments, Equities, Corporate Finance, Financial Services, Finance, Fixed Income, Investment Management, Investment Strategies, Business Strategy, Business Planning, Leadership, Management, Valuation, Strategic Planning, Asset Managment, Private Equity, Mergers & Acquisitions, Financial Analysis, Financial Advisory
Education
Stanford Business School 1977 — 1979
MBA, Finance
Pomona College 1972 — 1976
BA, Government
Mia Molina Mia Molina's New York Life Insurance Company Experience 2014 - 2015
Job Relationship Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
New York Life Insurance Company 2014 - 2015
Manulife July 2011 - June 2013
Citi February 2008 - February 2009
HSBC June 2003 - February 2008
AXA Philippines December 2001 - March 2003
Skills
Account Management, Customer Relations, Direct Sales, Education Funding..., Grandchild Gifting, Insurance, Licensed Life Insurance..., Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Annuity Sales, Protection Planning, Family Security, Relationship Management, Retirement, Retirement Planning, Sales, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Term Life Insurance, Financial Services
Education
Polytechnic University of the Philippines 1995 — 1999
Bachelor of Broadcast and Radio Communication, Major in Broadcasting
Polytechnic University of the Philippines 1995 — 1999
Bachelor in Broadcast and Radio Communications, Major in Broadcasting
New York Life Insurance Company 2014 - 2015
Manulife July 2011 - June 2013
Citi February 2008 - February 2009
HSBC June 2003 - February 2008
AXA Philippines December 2001 - March 2003
Skills
Account Management, Customer Relations, Direct Sales, Education Funding..., Grandchild Gifting, Insurance, Licensed Life Insurance..., Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Annuity Sales, Protection Planning, Family Security, Relationship Management, Retirement, Retirement Planning, Sales, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Term Life Insurance, Financial Services
Education
Polytechnic University of the Philippines 1995 — 1999
Bachelor of Broadcast and Radio Communication, Major in Broadcasting
Polytechnic University of the Philippines 1995 — 1999
Bachelor in Broadcast and Radio Communications, Major in Broadcasting
Dunfield Scott Dunfield Scott's New York Life Insurance Company Experience January 2002 - February 2004
Job Replacement Sales Rep at Pella Windows and Doors of Omaha and Lincoln
Industry Building Materials
Experience
Pella Windows and Doors of Omaha and Lincoln, NE October 2006 - Present
Pella Corporation February 2004 - October 2006
New York Life Insurance Company January 2002 - February 2004
Skills
Direct Sales, Manufacturing Management, Lean Manufacturing, Windows, New Business Development, Marketing Strategy, Marketing Communications, Customer Service, Strategic Planning, Sales Presentations, Customer Satisfaction, Sales, Cold Calling, Account Management, Selling, Building Materials, Sales Process, Outside Sales, Management, Pricing
Education
Pensacola Christian College 1990 — 1995
B.S., Business Management
Pella Windows and Doors of Omaha and Lincoln, NE October 2006 - Present
Pella Corporation February 2004 - October 2006
New York Life Insurance Company January 2002 - February 2004
Skills
Direct Sales, Manufacturing Management, Lean Manufacturing, Windows, New Business Development, Marketing Strategy, Marketing Communications, Customer Service, Strategic Planning, Sales Presentations, Customer Satisfaction, Sales, Cold Calling, Account Management, Selling, Building Materials, Sales Process, Outside Sales, Management, Pricing
Education
Pensacola Christian College 1990 — 1995
B.S., Business Management
Sirena Rivera's New York Life Insurance Company Experience May 2015 - Present
Job Licensed Agent with New York Life helping families and business owners develope a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
VIVA Beverages Inc. September 2013 - May 2015
Indochine Asian Dining Lounge December 2012 - September 2013
Washington Contemporary Ballet September 2006 - September 2013
Evergreen City Ballet July 2013 - August 2013
Aldo Group April 2009 - January 2010
YMCA October 2008 - May 2009
Skills
Public Speaking, Sales, Customer Service, Social Media Marketing, Teamwork, Writing, Strategic Planning, Annuity Sales, Asset Protection, Business Exit Strategy, Business Planning, Business Succession Plan, Education Funding..., Estate Planning, Fixed Annuities, Key Person Insurance, Income Protection, Legacies, Legacy Planning, LGBT Planning, License Life Insurance..., Life Insurance, Lifetime Income..., Retirement, Retirement Income..., Retirement Planning, Term Life Insurance, Universal Life, Wealth Preservation..., Whole Life Insurance, Risk Management, Building Relationships, Networking, Event Planning, Leadership, Microsoft Office, Social Media, Teaching
Education
University of Washington Tacoma 2011 — 2012
B.A, Communications
University of Washington 2010 — 2012
Communications Major & Human Rights Minor, Communications
Pierce College 2008 — 2010
General Associates in Arts Degree, Communication and Media Studies
Pierce College at Fort Steilacoom 2008 — 2010
Associate of Arts (A.A.), General Studies
Steilacoom High School 2004 — 2008
High School Diploma
New York Life Insurance Company May 2015 - Present
VIVA Beverages Inc. September 2013 - May 2015
Indochine Asian Dining Lounge December 2012 - September 2013
Washington Contemporary Ballet September 2006 - September 2013
Evergreen City Ballet July 2013 - August 2013
Aldo Group April 2009 - January 2010
YMCA October 2008 - May 2009
Skills
Public Speaking, Sales, Customer Service, Social Media Marketing, Teamwork, Writing, Strategic Planning, Annuity Sales, Asset Protection, Business Exit Strategy, Business Planning, Business Succession Plan, Education Funding..., Estate Planning, Fixed Annuities, Key Person Insurance, Income Protection, Legacies, Legacy Planning, LGBT Planning, License Life Insurance..., Life Insurance, Lifetime Income..., Retirement, Retirement Income..., Retirement Planning, Term Life Insurance, Universal Life, Wealth Preservation..., Whole Life Insurance, Risk Management, Building Relationships, Networking, Event Planning, Leadership, Microsoft Office, Social Media, Teaching
Education
University of Washington Tacoma 2011 — 2012
B.A, Communications
University of Washington 2010 — 2012
Communications Major & Human Rights Minor, Communications
Pierce College 2008 — 2010
General Associates in Arts Degree, Communication and Media Studies
Pierce College at Fort Steilacoom 2008 — 2010
Associate of Arts (A.A.), General Studies
Steilacoom High School 2004 — 2008
High School Diploma
Rebecca Millward Rebecca Millward's New York Life Insurance Company Experience August 2009 - December 2009
Job Contracts Manager at CRC Health Group
Industry Hospital & Health Care
Experience
CRC Health Group January 2014 - Present
CRC Health Group April 2013 - December 2013
CRC Health Group May 2011 - March 2013
Argela Technologies November 2010 - April 2011
Office Team August 2010 - April 2011
ParAccel August 2010 - November 2010
Trade Show Temps May 2010 - November 2010
New York Life Insurance Company August 2009 - December 2009
Skills
Marketing, Business Development, Human Resources, Sales, Customer Service, Strategy, Management, Contract Negotiation, Data Analysis, Negotiation, Event Planning, Medicaid Managed Care, Managed Care, Microsoft Office, Contract Management, Able To Multi-task, Project Management, Public Speaking, Behavioral Health, Leadership, Team Building, Marketing Research, Microsoft Word, Team Management, Employee Training, Customer Relations, Webinar Development, Organizational..., Strategic Planning, HIPAA, Adobe Acrobat, Microsoft Excel, Sage CRM, Cross-functional Team..., Outlook, PowerPoint, Government Contract..., Access, Process Improvement, Healthcare, TRICARE, Citrix, Cognos, DocuSign, EchoSign, Streamlining Work..., Auditing, Self-management, Collaborative Leadership, Licensing
Education
Pensacola Christian College 2005 — 2009
Bachelors of Science
CRC Health Group January 2014 - Present
CRC Health Group April 2013 - December 2013
CRC Health Group May 2011 - March 2013
Argela Technologies November 2010 - April 2011
Office Team August 2010 - April 2011
ParAccel August 2010 - November 2010
Trade Show Temps May 2010 - November 2010
New York Life Insurance Company August 2009 - December 2009
Skills
Marketing, Business Development, Human Resources, Sales, Customer Service, Strategy, Management, Contract Negotiation, Data Analysis, Negotiation, Event Planning, Medicaid Managed Care, Managed Care, Microsoft Office, Contract Management, Able To Multi-task, Project Management, Public Speaking, Behavioral Health, Leadership, Team Building, Marketing Research, Microsoft Word, Team Management, Employee Training, Customer Relations, Webinar Development, Organizational..., Strategic Planning, HIPAA, Adobe Acrobat, Microsoft Excel, Sage CRM, Cross-functional Team..., Outlook, PowerPoint, Government Contract..., Access, Process Improvement, Healthcare, TRICARE, Citrix, Cognos, DocuSign, EchoSign, Streamlining Work..., Auditing, Self-management, Collaborative Leadership, Licensing
Education
Pensacola Christian College 2005 — 2009
Bachelors of Science
Garrett Harper Garrett Harper's New York Life Insurance Company Experience 2011 - Present
Job Garrett Harper, Owner of Harper Financial Strategies LLC
Industry Financial Services
Experience
Harper Financial Strategies LLC January 2015 - Present
New York Life Insurance Company 2011 - Present
Tradewind Energy, Inc. 2010 - 2011
Clean Cut Lawn & Landscape, INC. 2003 - 2010
Skills
Retirement Planning, Estate Planning, Small Business, Asset Protection, Gifting Strategies, Multi-generational..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance, 401(k) Rollovers, Business Succession..., Life Insurance..., Legacy Planning, Customer Service, Employee Benefits, Life Insurance, Financial Services
Education
Leadership Lawrence 2012 — 2013
University of Kansas 2002 — 2006
BA Biology
Pratt Community College 2000 — 2002
Associate of Science, Biology, PRE-Med
Scott Community High School
Harper Financial Strategies LLC January 2015 - Present
New York Life Insurance Company 2011 - Present
Tradewind Energy, Inc. 2010 - 2011
Clean Cut Lawn & Landscape, INC. 2003 - 2010
Skills
Retirement Planning, Estate Planning, Small Business, Asset Protection, Gifting Strategies, Multi-generational..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance, 401(k) Rollovers, Business Succession..., Life Insurance..., Legacy Planning, Customer Service, Employee Benefits, Life Insurance, Financial Services
Education
Leadership Lawrence 2012 — 2013
University of Kansas 2002 — 2006
BA Biology
Pratt Community College 2000 — 2002
Associate of Science, Biology, PRE-Med
Scott Community High School
Shannon Shriver CLU, CLTC, CRPS Shannon Shriver CLU, CLTC, CRPS's New York Life Insurance Company Experience July 2014 - Present
Job Senior Development Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
NewYork Life Insurance Company January 2009 - June 2014
New York Life Insurance Company September 2004 - January 2009
New York Life Insurance 2000 - 2009
Central Baptist School August 1998 - August 2000
Skills
CLU, CLTC, Retirement Planning, Insurance, LUTCF, Retirement, Training, CRPS, Estate Planning, Succession Planning, Business Development, Financial Services, Job Coaching, Leadership, Sales Management, Team Leadership, Workshop Facilitation, Public Speaking, Team Building, Management, Customer Service, Financial Planning, Term Life Insurance, Small Business
Education
The American College 2007 — 2007
CLU, Insurance
The American College 2005 — 2005
LUTCF, Insurance
Pensacola Christian College 1983 — 1987
BA, Youth Ministries
New York Life Insurance Company July 2014 - Present
NewYork Life Insurance Company January 2009 - June 2014
New York Life Insurance Company September 2004 - January 2009
New York Life Insurance 2000 - 2009
Central Baptist School August 1998 - August 2000
Skills
CLU, CLTC, Retirement Planning, Insurance, LUTCF, Retirement, Training, CRPS, Estate Planning, Succession Planning, Business Development, Financial Services, Job Coaching, Leadership, Sales Management, Team Leadership, Workshop Facilitation, Public Speaking, Team Building, Management, Customer Service, Financial Planning, Term Life Insurance, Small Business
Education
The American College 2007 — 2007
CLU, Insurance
The American College 2005 — 2005
LUTCF, Insurance
Pensacola Christian College 1983 — 1987
BA, Youth Ministries
Cynthia Russak's New York Life Insurance Company Experience January 2000 - January 2012
Job Administrative Staff Assistant
Industry Insurance
Experience
New York Life Insurance Company January 2000 - January 2012
New York Life Insurance Company January 1994 - January 2000
Accreditation Board for Engineering and Technology August 1985 - November 1991
Skills
Time Management, Teamwork, Confidentiality, Office Equipment, Telephone Skills, Leadership, Clerical Work, Records Management, Team Building, Customer Satisfaction, Editing, Customer Service, Customer Oriented, Mail Sorting, Executive Support, Organizational..., Invoicing, Phone Skills, Messenger, Front Desk Receptionist, Message Taking, Appointment Making, Research, Administrative..., Managed Messenger Desk
Education
Pratt Institute 1966 — 1970
Bachelor's degree, Art/Art Studies, General
Rondout Valley Central High School 1964 — 1966
NY State Regents Diploma, General studies
New York Life Insurance Company January 2000 - January 2012
New York Life Insurance Company January 1994 - January 2000
Accreditation Board for Engineering and Technology August 1985 - November 1991
Skills
Time Management, Teamwork, Confidentiality, Office Equipment, Telephone Skills, Leadership, Clerical Work, Records Management, Team Building, Customer Satisfaction, Editing, Customer Service, Customer Oriented, Mail Sorting, Executive Support, Organizational..., Invoicing, Phone Skills, Messenger, Front Desk Receptionist, Message Taking, Appointment Making, Research, Administrative..., Managed Messenger Desk
Education
Pratt Institute 1966 — 1970
Bachelor's degree, Art/Art Studies, General
Rondout Valley Central High School 1964 — 1966
NY State Regents Diploma, General studies
Vidalia Ramirez Lopez Vidalia Ramirez Lopez's New York Life Insurance Company Experience July 2014 - March 2015
Job IT Cost Optimization Project Manager
Industry Financial Services
Experience
GE Transportation, Paradigm Infotech June 2015 - Present
New York Life Insurance Company July 2014 - March 2015
Independence Care System May 2013 - January 2014
Penn State University August 2011 - May 2013
The Home Depot July 2011 - August 2011
Jenny Chase, Inc. June 2011 - August 2011
Penn State University August 2010 - December 2010
OMG Jeans December 2008 - February 2009
Skills
Leadership, SAP, Microsoft Excel, Microsoft Office, Teamwork, Time Management, PowerPoint, Finance, Team Leadership, Analysis, Microsoft Word, Accounting, Supply Chain Management, SAP ERP, Market Research, Project Management, Organization, SPSS, Mathematics, SAP R/3, Operations Management, Portfolio Management, ERP, Building Relationships, Research, SAP CRM, Corporate Finance, Portfolio Performance..., Industry Research, Financial Statements, Sales, Highly detail oriented, Event Planning, Office Administration, Bloomberg Terminal, Marketing Research, Economics, Purchasing and..., Derivatives, Customer Service, Claims Management, Claims Resolution, Life Insurance, Fixed Income, Health Insurance, Medicare/Medicaid..., HCPCS, Luxury Goods, Retail
Education
Pennsylvania State University-Erie Campus 2009 — 2013
Bachelor of Science (B.S.), International Business
Pennsylvania State University-Erie Campus 2009 — 2013
Bachelor of Science (B.S.), Finance
Pennsylvania State University-Erie Campus 2010 — 2012
Minor, Operations and Supply Chain Management
GE Transportation, Paradigm Infotech June 2015 - Present
New York Life Insurance Company July 2014 - March 2015
Independence Care System May 2013 - January 2014
Penn State University August 2011 - May 2013
The Home Depot July 2011 - August 2011
Jenny Chase, Inc. June 2011 - August 2011
Penn State University August 2010 - December 2010
OMG Jeans December 2008 - February 2009
Skills
Leadership, SAP, Microsoft Excel, Microsoft Office, Teamwork, Time Management, PowerPoint, Finance, Team Leadership, Analysis, Microsoft Word, Accounting, Supply Chain Management, SAP ERP, Market Research, Project Management, Organization, SPSS, Mathematics, SAP R/3, Operations Management, Portfolio Management, ERP, Building Relationships, Research, SAP CRM, Corporate Finance, Portfolio Performance..., Industry Research, Financial Statements, Sales, Highly detail oriented, Event Planning, Office Administration, Bloomberg Terminal, Marketing Research, Economics, Purchasing and..., Derivatives, Customer Service, Claims Management, Claims Resolution, Life Insurance, Fixed Income, Health Insurance, Medicare/Medicaid..., HCPCS, Luxury Goods, Retail
Education
Pennsylvania State University-Erie Campus 2009 — 2013
Bachelor of Science (B.S.), International Business
Pennsylvania State University-Erie Campus 2009 — 2013
Bachelor of Science (B.S.), Finance
Pennsylvania State University-Erie Campus 2010 — 2012
Minor, Operations and Supply Chain Management
John Rockey John Rockey's New York Life Insurance Company Experience 2014 - 2014
Job Financial Services Agent | Maximizing Results for Families & Businesses | Helping You Retire Like A Rockstar!
Industry Insurance
Experience
MassMutual Financial Group - San Francisco December 2014 - Present
New York Life Insurance Company 2014 - 2014
The Home Depot 2009 - 2013
A Subsidiary of Transamerica 2008 - 2013
Quality Property Maintenance 2006 - 2008
Midstate Specialties, Inc. 2005 - 2006
Cary Construction 2003 - 2005
Skills
Customer Service, Marketing, Sales, Strategic Planning, Insurance, Public Speaking, Life Insurance, Fixed Annuities, Disability Insurance, New Business Development, Project Management, Family Business, Investment Properties, Construction, Building Materials -..., Team Building, Management, Small Business, Leadership, Microsoft Office, Term Life Insurance, Accident Insurance, Health Insurance, Property & Casualty..., Series 6, Series 63, Project Coordination, Client Relations, Client Services, Training & Development, Customer Relations, Customer Experience, Communication, Microsoft Operating..., Marketing Strategy, Facilities Management, Facilities Operations, Merchandising, Supervisory Skills, Retail Management, Personal Finance, Asset Protection, Service Orientation, Annuity Sales, IRAs
Education
Pepperdine University
Sociology Coursework
SJ Delta College
Social Science and Business
MassMutual Financial Group - San Francisco December 2014 - Present
New York Life Insurance Company 2014 - 2014
The Home Depot 2009 - 2013
A Subsidiary of Transamerica 2008 - 2013
Quality Property Maintenance 2006 - 2008
Midstate Specialties, Inc. 2005 - 2006
Cary Construction 2003 - 2005
Skills
Customer Service, Marketing, Sales, Strategic Planning, Insurance, Public Speaking, Life Insurance, Fixed Annuities, Disability Insurance, New Business Development, Project Management, Family Business, Investment Properties, Construction, Building Materials -..., Team Building, Management, Small Business, Leadership, Microsoft Office, Term Life Insurance, Accident Insurance, Health Insurance, Property & Casualty..., Series 6, Series 63, Project Coordination, Client Relations, Client Services, Training & Development, Customer Relations, Customer Experience, Communication, Microsoft Operating..., Marketing Strategy, Facilities Management, Facilities Operations, Merchandising, Supervisory Skills, Retail Management, Personal Finance, Asset Protection, Service Orientation, Annuity Sales, IRAs
Education
Pepperdine University
Sociology Coursework
SJ Delta College
Social Science and Business
Akich White's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
XYLER September 2011 - October 2014
Sears, Roebuck and Co. May 2008 - August 2008
Skills
Customer Service, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Sales, Microsoft Access, Team Leadership, Databases, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Insurance, Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Account Management, Direct Sales, Risk Management, Legacy Planning, Public Speaking, Multi-generational..., Multi-generational..., Gifting Strategies, Customer Satisfaction, Charitable Giving
Education
Penn State University 2006 — 2011
Bachelor of Arts (B.A.), International Politics
New York Life Insurance Company November 2014 - Present
XYLER September 2011 - October 2014
Sears, Roebuck and Co. May 2008 - August 2008
Skills
Customer Service, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Sales, Microsoft Access, Team Leadership, Databases, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Insurance, Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Account Management, Direct Sales, Risk Management, Legacy Planning, Public Speaking, Multi-generational..., Multi-generational..., Gifting Strategies, Customer Satisfaction, Charitable Giving
Education
Penn State University 2006 — 2011
Bachelor of Arts (B.A.), International Politics
Angela Bosso Angela Bosso's New York Life Insurance Company Experience 2013 - 2013
Job Long Term Care Insurance Agent
Industry Insurance
Experience
Bankers Life and Casualty 2012 - Present
New York Life Insurance Company 2013 - 2013
Oser Communications 2012 - 2012
Wynn Las Vegas November 2006 - October 2011
Skills
Insurance, Sales, Customer Service, Sales Management, Customer Satisfaction, Marketing, Account Management, Team Building, Employee Benefits, Budgets, Customer Retention, Training, Direct Sales, Event Planning, Outlook, Sales Presentations, Microsoft Excel, Building Relationships, New Business Development, Microsoft Office, Leadership
Education
Portland State University 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Bankers Life and Casualty 2012 - Present
New York Life Insurance Company 2013 - 2013
Oser Communications 2012 - 2012
Wynn Las Vegas November 2006 - October 2011
Skills
Insurance, Sales, Customer Service, Sales Management, Customer Satisfaction, Marketing, Account Management, Team Building, Employee Benefits, Budgets, Customer Retention, Training, Direct Sales, Event Planning, Outlook, Sales Presentations, Microsoft Excel, Building Relationships, New Business Development, Microsoft Office, Leadership
Education
Portland State University 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Joani Gill Joani Gill's New York Life Insurance Company Experience December 2011 - December 2014
Job EXITS LLC, Principal
Industry Financial Services
Experience
EXITS, LLC January 2015 - Present
Association For Corporate Growth January 2015 - Present
New York Life Insurance Company December 2011 - December 2014
Gill Industries, Inc May 2006 - December 2010
Gill Industries 2003 - 2006
Gill Industries 2001 - 2003
Gill Industries 1998 - 2001
Gill Industries 1996 - 1998
Neiman Marcus 1990 - 1996
Elizabeth Arden 1983 - 1990
Skills
Business Strategy, Business Planning, Exit Strategies, Financial Planning, Succession Planning, Retirement, Strategy, Investments, Life Insurance, Cross-functional Team..., Leadership, Customer Service, Sales, Budgets, IRAs, Small Business, Mergers & Acquisitions, Entrepreneurship, New Business Development, Employee Benefits, Marketing, Business Development, Manufacturing, Management, Team Leadership, Finance, Public Relations
Education
Western Michigan University 1980 — 1981
BS, Business Management
Prince George's Community College 1977 — 1979
Business, Management, Marketing, Communications
DuVall High School, Lanham, MD 1976 — 1977
High School Diploma
Byron Center High 1974 — 1977
High School Diploma, Basketball
EXITS, LLC January 2015 - Present
Association For Corporate Growth January 2015 - Present
New York Life Insurance Company December 2011 - December 2014
Gill Industries, Inc May 2006 - December 2010
Gill Industries 2003 - 2006
Gill Industries 2001 - 2003
Gill Industries 1998 - 2001
Gill Industries 1996 - 1998
Neiman Marcus 1990 - 1996
Elizabeth Arden 1983 - 1990
Skills
Business Strategy, Business Planning, Exit Strategies, Financial Planning, Succession Planning, Retirement, Strategy, Investments, Life Insurance, Cross-functional Team..., Leadership, Customer Service, Sales, Budgets, IRAs, Small Business, Mergers & Acquisitions, Entrepreneurship, New Business Development, Employee Benefits, Marketing, Business Development, Manufacturing, Management, Team Leadership, Finance, Public Relations
Education
Western Michigan University 1980 — 1981
BS, Business Management
Prince George's Community College 1977 — 1979
Business, Management, Marketing, Communications
DuVall High School, Lanham, MD 1976 — 1977
High School Diploma
Byron Center High 1974 — 1977
High School Diploma, Basketball
Daijing Lin Daijing Lin's New York Life Insurance Company Experience January 2013 - November 2014
Job Marketing Manager at Focus Financial Partners
Industry Marketing and Advertising
Experience
Focus Financial Partners December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
Tigerspike January 2012 - November 2012
Polo Ralph Lauren June 2010 - August 2010
DDB June 2009 - August 2009
The Synergos Institute July 2008 - September 2008
Skills
Marketing Strategy, Email Marketing, Market Research, Social Media, Digital Marketing, Marketing, Lead Generation, Integrated Marketing, Public Relations, Strategic Planning, Analytics, New Media, Program Management, Market Entry, Competitive Analysis, Corporate Communications, Project Management, Management, Strategic Partnerships
Education
Princeton University 2007 — 2011
B.A.
Focus Financial Partners December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
Tigerspike January 2012 - November 2012
Polo Ralph Lauren June 2010 - August 2010
DDB June 2009 - August 2009
The Synergos Institute July 2008 - September 2008
Skills
Marketing Strategy, Email Marketing, Market Research, Social Media, Digital Marketing, Marketing, Lead Generation, Integrated Marketing, Public Relations, Strategic Planning, Analytics, New Media, Program Management, Market Entry, Competitive Analysis, Corporate Communications, Project Management, Management, Strategic Partnerships
Education
Princeton University 2007 — 2011
B.A.
Elizabeth Dipp Metzger Elizabeth Dipp Metzger's New York Life Insurance Company Experience March 2010 - Present
Job President at Crown Wealth Strategies
Industry Financial Services
Experience
Crown Wealth Strategies April 2013 - Present
Oro Investments LLC January 2013 - Present
Eagle Strategies, LLC 2011 - Present
New York Life Insurance Company March 2010 - Present
NYLIFE Securities LLC 2010 - Present
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Insurance, Investments, 401k Rollovers, Small Business, Wealth Preservation..., Life Insurance, Protection..., Key Person Protection, Annuity Sales, Business Planning, Licensed Life Insurance..., Multi-generational..., Gifting Strategies, Legacies, Thought Leadership, Multi-generational..., Time Management, Term Life Insurance, Licensed in Long-Term..., IRA Rollovers, CFP, Board Certified, Certified Financial..., Financial Planning, Securities, Multi-tasking Skills, Retirement, IRAs, Employee Benefits
Education
Pomona College 1994 — 1998
BA International Relations, Bachelor of Arts
Coronado High School
Diploma
The American College
MS, Financial Services, Masters of Science in Financial Services
Crown Wealth Strategies April 2013 - Present
Oro Investments LLC January 2013 - Present
Eagle Strategies, LLC 2011 - Present
New York Life Insurance Company March 2010 - Present
NYLIFE Securities LLC 2010 - Present
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Insurance, Investments, 401k Rollovers, Small Business, Wealth Preservation..., Life Insurance, Protection..., Key Person Protection, Annuity Sales, Business Planning, Licensed Life Insurance..., Multi-generational..., Gifting Strategies, Legacies, Thought Leadership, Multi-generational..., Time Management, Term Life Insurance, Licensed in Long-Term..., IRA Rollovers, CFP, Board Certified, Certified Financial..., Financial Planning, Securities, Multi-tasking Skills, Retirement, IRAs, Employee Benefits
Education
Pomona College 1994 — 1998
BA International Relations, Bachelor of Arts
Coronado High School
Diploma
The American College
MS, Financial Services, Masters of Science in Financial Services
Sam Itzin Sam Itzin's New York Life Insurance Company Experience June 2012 - December 2012
Job Shaving Consultant at The Art of Shaving
Industry Market Research
Experience
Eller College of Management January 2013 - May 2013
New York Life Insurance Company June 2012 - December 2012
Kelly’s Coffee and Deli January 2002 - June 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Cash Handling Experience, PowerPoint, Customer Service, Employee Training, Market Research, Cold Calling Experience, Marketing, Business Service..., Logistics, Sales, Leadership, Social Networking, Team Leadership, Recruiting, Management, Data Analysis, Training
Education
University of Arizona 2011 — 2013
Bachelor of Science in Business Administration, Marketing Research, business management
Pima Community College
Associate's degree, Business Administration and Management, General
Eller College of Management January 2013 - May 2013
New York Life Insurance Company June 2012 - December 2012
Kelly’s Coffee and Deli January 2002 - June 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Cash Handling Experience, PowerPoint, Customer Service, Employee Training, Market Research, Cold Calling Experience, Marketing, Business Service..., Logistics, Sales, Leadership, Social Networking, Team Leadership, Recruiting, Management, Data Analysis, Training
Education
University of Arizona 2011 — 2013
Bachelor of Science in Business Administration, Marketing Research, business management
Pima Community College
Associate's degree, Business Administration and Management, General
Steve Waymire Steve Waymire's New York Life Insurance Company Experience August 2005 - Present
Job Financial advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2005 - Present
Nike May 2003 - August 2005
Education
Portland State University 1996 — 2001
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company August 2005 - Present
Nike May 2003 - August 2005
Education
Portland State University 1996 — 2001
Bachelor of Business Administration (B.B.A.)
Catie Buchanan's New York Life Insurance Company Experience November 2013 - Present
Job Recruiting Coordinator/HR Professional
Industry Human Resources
Experience
New York Life Insurance Company November 2013 - Present
Nantucket Island Resorts May 2011 - October 2013
Dr. Jessica N. Torre, DDS November 2011 - February 2012
Nantucket Island Resorts 2009 - 2011
Piedmont College September 2007 - May 2010
The Black Dog Tall Ships & Wharf Companies 2006 - 2009
Skills
Hospitality, Hospitality Management, Hospitality Industry, Hotel Management, Hotels, Restaurants, Food & Beverage, Pre-opening, Rooms Division, Banquets, Front Office, Training, Recruiting, Leadership, Fine Dining, Resorts
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Human Resources Management and Services
Piedmont College 2006 — 2010
Bachelor of English, Bachelor of Religion and Philosophy
Nantucket High School 2002 — 2006
Diploma
New York Life Insurance Company November 2013 - Present
Nantucket Island Resorts May 2011 - October 2013
Dr. Jessica N. Torre, DDS November 2011 - February 2012
Nantucket Island Resorts 2009 - 2011
Piedmont College September 2007 - May 2010
The Black Dog Tall Ships & Wharf Companies 2006 - 2009
Skills
Hospitality, Hospitality Management, Hospitality Industry, Hotel Management, Hotels, Restaurants, Food & Beverage, Pre-opening, Rooms Division, Banquets, Front Office, Training, Recruiting, Leadership, Fine Dining, Resorts
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Human Resources Management and Services
Piedmont College 2006 — 2010
Bachelor of English, Bachelor of Religion and Philosophy
Nantucket High School 2002 — 2006
Diploma
Matt Iannelli's New York Life Insurance Company Experience June 2015 - Present
Job Internal Auditor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
New York Life Insurance Company April 2013 - August 2013
Golden Pheasant Golf Course May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Team Leadership, Communication, Supply Chain Management, Marketing, Management, Financial Analysis, Financial Accounting, Accounting, Access, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
New York Life Insurance Company April 2013 - August 2013
Golden Pheasant Golf Course May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Team Leadership, Communication, Supply Chain Management, Marketing, Management, Financial Analysis, Financial Accounting, Accounting, Access, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Yacoob Ahmed's New York Life Insurance Company Experience June 2014 - Present
Job Variable Products Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
PNC October 2012 - June 2014
ArtsQuest August 2012 - August 2012
Wings Over Happy Valley July 2011 - August 2012
Skills
Series 6, Financial Services, Personal Finance, Risk Management, Critical Thinking, Microsoft Office, Core Banking, Sales Presentations, Direct Sales, Organizational..., Policy Analysis, Public Relations, Six Sigma, NMLS Licensed, Cross-functional Team..., Computer Hardware, IT Solutions, Written & Oral..., Political Science
Education
Penn State University 2008 — 2012
Bachelor of Arts (BA), International Politics, National Security Concentration
J.R. Masterman High School 2004 — 2008
New York Life Insurance Company June 2014 - Present
PNC October 2012 - June 2014
ArtsQuest August 2012 - August 2012
Wings Over Happy Valley July 2011 - August 2012
Skills
Series 6, Financial Services, Personal Finance, Risk Management, Critical Thinking, Microsoft Office, Core Banking, Sales Presentations, Direct Sales, Organizational..., Policy Analysis, Public Relations, Six Sigma, NMLS Licensed, Cross-functional Team..., Computer Hardware, IT Solutions, Written & Oral..., Political Science
Education
Penn State University 2008 — 2012
Bachelor of Arts (BA), International Politics, National Security Concentration
J.R. Masterman High School 2004 — 2008
Renee Willingham Hamilton Renee Willingham Hamilton's New York Life Insurance Company Experience November 1983 - September 1987
Job MSN, FNPBC, MS, BSN, RN
Industry Hospital & Health Care
Experience
Concord Summit Medical Group March 2014 - Present
South College Knoxville March 2014 - Present
MEDI Weightloss Clinic May 2013 - July 2014
UT Knoxville August 2010 - December 2012
Parkwest Surgery Center November 2001 - August 2011
Central Baptist Hospital 1991 - 1999
Olsten Healthcare July 1992 - July 1994
Support Systems International September 1991 - January 1992
USAF Nurse Corps September 1987 - January 1990
New York Life Insurance Company November 1983 - September 1987
Skills
Healthcare, Hospitals, Nursing, BLS, ACLS, Medical/Surgical, Critical Care, PALS, ICU, Acute Care, Pediatrics, Nursing Education, Telemetry, Inpatient, Medication..., Patient Education, CPR Certified, Wound Care, Family Medicine, Health Education, Post Anesthesia Care, Health Promotion, Wellness, Nurse Practitioners, Phlebotomy, Vital Signs, Registered Nurses, Board Certified, Clinical Research, Disease Management, EHR, EMR, HIPAA, Healthcare Information..., Healthcare Management, Informatics, JCAHO, Managed Care, Medicare, IV, Medicine, Orthopedic, Pain Management, Patient Safety, Primary Care, Public Health, Surgery, Urgent Care, Cpr Certified
Education
University of Tennessee-Knoxville 2010 — 2012
MSN, Family Nurse Practitioner
California College of Health Sciences 1990 — 1994
MS, Health Administration & Wellness Promotion
Pittsburg State University 1983 — 1987
BSN, Registered Nursing/Registered Nurse
Concord Summit Medical Group March 2014 - Present
South College Knoxville March 2014 - Present
MEDI Weightloss Clinic May 2013 - July 2014
UT Knoxville August 2010 - December 2012
Parkwest Surgery Center November 2001 - August 2011
Central Baptist Hospital 1991 - 1999
Olsten Healthcare July 1992 - July 1994
Support Systems International September 1991 - January 1992
USAF Nurse Corps September 1987 - January 1990
New York Life Insurance Company November 1983 - September 1987
Skills
Healthcare, Hospitals, Nursing, BLS, ACLS, Medical/Surgical, Critical Care, PALS, ICU, Acute Care, Pediatrics, Nursing Education, Telemetry, Inpatient, Medication..., Patient Education, CPR Certified, Wound Care, Family Medicine, Health Education, Post Anesthesia Care, Health Promotion, Wellness, Nurse Practitioners, Phlebotomy, Vital Signs, Registered Nurses, Board Certified, Clinical Research, Disease Management, EHR, EMR, HIPAA, Healthcare Information..., Healthcare Management, Informatics, JCAHO, Managed Care, Medicare, IV, Medicine, Orthopedic, Pain Management, Patient Safety, Primary Care, Public Health, Surgery, Urgent Care, Cpr Certified
Education
University of Tennessee-Knoxville 2010 — 2012
MSN, Family Nurse Practitioner
California College of Health Sciences 1990 — 1994
MS, Health Administration & Wellness Promotion
Pittsburg State University 1983 — 1987
BSN, Registered Nursing/Registered Nurse
Daryl Piper Daryl Piper's New York Life Insurance Company Experience January 2006 - January 2010
Job Branch Manager at Randstad
Industry Staffing and Recruiting
Experience
Randstad October 2012 - Present
Randstad June 2012 - Present
Randstad February 2012 - Present
Randstad January 2010 - Present
New York Life Insurance Company January 2006 - January 2010
Skills
Temporary Staffing, Talent Acquisition, Recruiting, Temporary Placement, HRIS, PeopleSoft, Technical Recruiting, Staffing Services, Onboarding, Applicant Tracking..., Human Resources, Employee Relations, Contract Recruitment, College Recruiting, Sales, Customer Service, Account Management, Internet Recruiting, Sourcing, Management, Performance Management, Leadership, Talent Management
Education
Penn State University 2000 — 2004
Bachelors, Economics
Randstad October 2012 - Present
Randstad June 2012 - Present
Randstad February 2012 - Present
Randstad January 2010 - Present
New York Life Insurance Company January 2006 - January 2010
Skills
Temporary Staffing, Talent Acquisition, Recruiting, Temporary Placement, HRIS, PeopleSoft, Technical Recruiting, Staffing Services, Onboarding, Applicant Tracking..., Human Resources, Employee Relations, Contract Recruitment, College Recruiting, Sales, Customer Service, Account Management, Internet Recruiting, Sourcing, Management, Performance Management, Leadership, Talent Management
Education
Penn State University 2000 — 2004
Bachelors, Economics
Murray T. Hoyt's New York Life Insurance Company Experience April 2014 - July 2015
Job Account Manager at AIG
Industry Financial Services
Experience
AIG August 2015 - Present
New York Life Insurance Company April 2014 - July 2015
Goldstein Financial Group, LLC January 2012 - March 2014
Great-West Life & Annuity Insurance Company August 2007 - January 2012
Benefit Finance Partners, LLC October 1998 - May 2007
Hospitality Plus June 1997 - October 1998
Skills
Health, Insurance, Executive Compensation, Banking, Securities, Employee Benefits, Retirement Planning, Executive Pay, 401k, Mutual Funds, Life Insurance, Disability Insurance, Retirement, Financial Services, Investments, 401(k) Rollovers, Lifetime Income..., Building Relationships, Networking, Direct Sales, Life Insurance..., Key Person Protection, Personal Finance, Leadership, Creative Problem Solving, Gifting Strategies, Risk Management, Wealth Preservation...
Education
Principia College 1993 — 1997
BA, Business Administration
AIG August 2015 - Present
New York Life Insurance Company April 2014 - July 2015
Goldstein Financial Group, LLC January 2012 - March 2014
Great-West Life & Annuity Insurance Company August 2007 - January 2012
Benefit Finance Partners, LLC October 1998 - May 2007
Hospitality Plus June 1997 - October 1998
Skills
Health, Insurance, Executive Compensation, Banking, Securities, Employee Benefits, Retirement Planning, Executive Pay, 401k, Mutual Funds, Life Insurance, Disability Insurance, Retirement, Financial Services, Investments, 401(k) Rollovers, Lifetime Income..., Building Relationships, Networking, Direct Sales, Life Insurance..., Key Person Protection, Personal Finance, Leadership, Creative Problem Solving, Gifting Strategies, Risk Management, Wealth Preservation...
Education
Principia College 1993 — 1997
BA, Business Administration
Aaron Y. Howard's New York Life Insurance Company Experience June 2013 - May 2014
Job Life Insurance Advisor | Income Planner | Helping People Protect Their Most Valuable Assets
Industry Insurance
Experience
PHP Agency LLC, People Helping People March 2015 - Present
New York Life Insurance Company June 2013 - May 2014
Aaron’s Sales and Lease December 2010 - May 2013
Skyline Funding Inc June 2006 - September 2008
Advantage Mortgage Consulting November 2005 - June 2006
United Financial Mortgage January 2005 - June 2005
Skills
Investment Properties, Mortgage Lending, Refinance, Mortgage Banking, Asset, Sales, Investments, Residential Mortgages, Residential Homes, Credit, Commercial Real Estate, Life Insurance, Marketing, Insurance, Strategic Planning, Customer Service, Cold Calling, Selling, Loans, Small Business, Team Building, Business, Term Life Insurance, Social Media, Leadership, Social Networking, Underwriting, Management, Finance, Retirement Planning, Financial Planning, Fixed Annuities, Financial Services, Retirement, Marketing Strategy, Microsoft Office
Education
Post University
Business Administration and Marketing
PHP Agency LLC, People Helping People March 2015 - Present
New York Life Insurance Company June 2013 - May 2014
Aaron’s Sales and Lease December 2010 - May 2013
Skyline Funding Inc June 2006 - September 2008
Advantage Mortgage Consulting November 2005 - June 2006
United Financial Mortgage January 2005 - June 2005
Skills
Investment Properties, Mortgage Lending, Refinance, Mortgage Banking, Asset, Sales, Investments, Residential Mortgages, Residential Homes, Credit, Commercial Real Estate, Life Insurance, Marketing, Insurance, Strategic Planning, Customer Service, Cold Calling, Selling, Loans, Small Business, Team Building, Business, Term Life Insurance, Social Media, Leadership, Social Networking, Underwriting, Management, Finance, Retirement Planning, Financial Planning, Fixed Annuities, Financial Services, Retirement, Marketing Strategy, Microsoft Office
Education
Post University
Business Administration and Marketing
Lisa Carr-King, CFP's New York Life Insurance Company Experience 2003 - 2007
Job Certified Financial Planner & R.E. Broker at Lisa Carr King, CFP.com
Industry Financial Services
Experience
Mo'Hair Technologies, LLC December 2008 - Present
Lisa Carr King, CFP September 1982 - Present
New York Life Insurance Company 2003 - 2007
Skills
Strategic Financial..., Insurance, Securities, Retirement Planning, Sales, New Business Development, Strategic Planning, Public Speaking, Sales Management, Coaching, Real Estate, Team Building, Business Analysis, Investments, Fundraising, Entrepreneurship, Small Business, Credit, Business Development, Leadership, Finance, Management Consulting
Education
University of Southern California - Marshall School of Business 2006 — 2006
Certificate, Real Estate Development
Pitzer College 1978 — 1982
Bachelor's degree, Organizational Studies and Sociology
Los Angeles High School 1975 — 1978
High School Diploma, Mathematics
Audubon Jr. High School 1972 — 1975
Junior High School Diploma, Mathematics
Mo'Hair Technologies, LLC December 2008 - Present
Lisa Carr King, CFP September 1982 - Present
New York Life Insurance Company 2003 - 2007
Skills
Strategic Financial..., Insurance, Securities, Retirement Planning, Sales, New Business Development, Strategic Planning, Public Speaking, Sales Management, Coaching, Real Estate, Team Building, Business Analysis, Investments, Fundraising, Entrepreneurship, Small Business, Credit, Business Development, Leadership, Finance, Management Consulting
Education
University of Southern California - Marshall School of Business 2006 — 2006
Certificate, Real Estate Development
Pitzer College 1978 — 1982
Bachelor's degree, Organizational Studies and Sociology
Los Angeles High School 1975 — 1978
High School Diploma, Mathematics
Audubon Jr. High School 1972 — 1975
Junior High School Diploma, Mathematics
Jenkins Mikell's New York Life Insurance Company Experience January 1995 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Import and Export
Experience
Palmetto Insurance Group January 1995 - Present
New York Life Insurance Company January 1995 - Present
Education
Presbyterian College
Palmetto Insurance Group January 1995 - Present
New York Life Insurance Company January 1995 - Present
Education
Presbyterian College
Valentine Valdez's New York Life Insurance Company Experience August 2008 - May 2009
Job Photographer / Owner at V. Valdez Photography
Industry Photography
Experience
V. Valdez Photography July 2007 - Present
V Valdez Photography July 2007 - Present
Citi Mortgage October 2009 - November 2012
Citi Mortgage October 2009 - November 2012
New York Life Insurance Company August 2008 - May 2009
New York Life August 2008 - February 2009
Golden Eagle Distributors, Inc September 1997 - May 2008
Golden Eagle Distributors, Inc. 1997 - 2008
Circle K 1987 - 1997
Skills
Wedding Photography, Portrait Photography, Digital Photography, Photography, Photoshop, Fixed Annuities, Life Insurance, Sales, Sales Management, Long-term Care, Term Life Insurance, Disability Insurance, Account Management, Sales Operations, Insurance, Customer Service, Marketing, B2B, New Business Development
Education
Pima Community College 1987 — 1989
Photography
Pueblo High School 1985 — 1987
Pima Community College
V. Valdez Photography July 2007 - Present
V Valdez Photography July 2007 - Present
Citi Mortgage October 2009 - November 2012
Citi Mortgage October 2009 - November 2012
New York Life Insurance Company August 2008 - May 2009
New York Life August 2008 - February 2009
Golden Eagle Distributors, Inc September 1997 - May 2008
Golden Eagle Distributors, Inc. 1997 - 2008
Circle K 1987 - 1997
Skills
Wedding Photography, Portrait Photography, Digital Photography, Photography, Photoshop, Fixed Annuities, Life Insurance, Sales, Sales Management, Long-term Care, Term Life Insurance, Disability Insurance, Account Management, Sales Operations, Insurance, Customer Service, Marketing, B2B, New Business Development
Education
Pima Community College 1987 — 1989
Photography
Pueblo High School 1985 — 1987
Pima Community College
Laila Zacarias's New York Life Insurance Company Experience August 2006 - August 2009
Job Wealth Building and Wealth Distribution
Industry Insurance
Experience
The Strategy Partners, Inc October 2014 - Present
Back9 Insurance September 2011 - 2014
MassMutual Financial Group September 2011 - August 2013
New York Life Insurance Company August 2006 - August 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business and Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
The Strategy Partners, Inc October 2014 - Present
Back9 Insurance September 2011 - 2014
MassMutual Financial Group September 2011 - August 2013
New York Life Insurance Company August 2006 - August 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business and Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Daniel Lindley's New York Life Insurance Company Experience October 2007 - January 2008
Job Lead Night Auditor at Noble House Hotels & Resorts
Industry Hospitality
Experience
Noble House Hotels & Resorts March 2015 - Present
Noble House Hotels & Resorts September 2014 - March 2015
Primerica Financial Services May 2010 - March 2015
Center for Spiritual Living Tucson February 2013 - September 2014
Carrabba's Italian Grill April 2006 - January 2013
New York Life Insurance Company October 2007 - January 2008
Darden April 2005 - April 2006
Eegee's Inc June 1999 - March 2005
Skills
Excel Certified MOS, Health Insurance, Term Life Insurance, Bartending, Life Insurance, Restaurants, Phone Skills, Customer Service, Insurance, Restaurant Management, Data Entry, Customer Satisfaction, People Skills, POS, Series 6, Series 63, Telephone Skills, Public Speaking, Employee Training, Training, Long Term Care Insurance, Mutual Funds, IRAs, Sales
Education
Pima Community College 1999 — 2007
none, Associate of Business
Green Fields Country Day School 1994 — 1998
Diploma
Noble House Hotels & Resorts March 2015 - Present
Noble House Hotels & Resorts September 2014 - March 2015
Primerica Financial Services May 2010 - March 2015
Center for Spiritual Living Tucson February 2013 - September 2014
Carrabba's Italian Grill April 2006 - January 2013
New York Life Insurance Company October 2007 - January 2008
Darden April 2005 - April 2006
Eegee's Inc June 1999 - March 2005
Skills
Excel Certified MOS, Health Insurance, Term Life Insurance, Bartending, Life Insurance, Restaurants, Phone Skills, Customer Service, Insurance, Restaurant Management, Data Entry, Customer Satisfaction, People Skills, POS, Series 6, Series 63, Telephone Skills, Public Speaking, Employee Training, Training, Long Term Care Insurance, Mutual Funds, IRAs, Sales
Education
Pima Community College 1999 — 2007
none, Associate of Business
Green Fields Country Day School 1994 — 1998
Diploma
Dawn Giannini Breslauer's New York Life Insurance Company Experience December 1996 - September 1998
Job Assistant Manager Customer Service at New York Life
Industry Financial Services
Experience
New York Life September 1998 - Present
New York Life Insurance Company December 1996 - September 1998
Skills
Customer Service, Customer Satisfaction, Relationship Management, Call Centers, Supervisory Skills, Leadership, Training, Customer Experience, CRM, Finance, Time Management, Securities, Team Leadership, Business Analysis
Education
Post University 1987 — 1989
Bachelor of Science (BS), Marketing
New York Life September 1998 - Present
New York Life Insurance Company December 1996 - September 1998
Skills
Customer Service, Customer Satisfaction, Relationship Management, Call Centers, Supervisory Skills, Leadership, Training, Customer Experience, CRM, Finance, Time Management, Securities, Team Leadership, Business Analysis
Education
Post University 1987 — 1989
Bachelor of Science (BS), Marketing
Cliff McKrell's New York Life Insurance Company Experience February 2002 - Present
Job "The Financial Plumber"
Industry Financial Services
Experience
New York Life Insurance Company February 2002 - Present
Skills
Program Management, Strategic Planning, Product Management, Telecommunications, Long-term Care, Requirements Analysis, Business Development, Financial Planners, Retirement, Customer Service, Operations Management, Product Development, Term Life Insurance
Education
Penn State University
B.A Political Science
New York Life Insurance Company February 2002 - Present
Skills
Program Management, Strategic Planning, Product Management, Telecommunications, Long-term Care, Requirements Analysis, Business Development, Financial Planners, Retirement, Customer Service, Operations Management, Product Development, Term Life Insurance
Education
Penn State University
B.A Political Science
Jeff Scrivner's New York Life Insurance Company Experience August 2007 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2007 - Present
JEM Financial Consulting May 1999 - July 2007
Education
Pepperdine University 1984 — 1989
Bachelor of Science, Accounting
New York Life Insurance Company August 2007 - Present
JEM Financial Consulting May 1999 - July 2007
Education
Pepperdine University 1984 — 1989
Bachelor of Science, Accounting
Catherine LeGendre, MBA's New York Life Insurance Company Experience January 1983 - January 1987
Job Budget Director Grant Associates Inc.
Industry Nonprofit Organization Management
Experience
Grant Associates Inc May 2013 - Present
Archdiocese of New York September 2010 - February 2012
AHRC December 1998 - November 2008
Project Return Foundation May 1997 - December 1998
City of New York - Housing Preservation and Development January 1989 - May 1997
Royal Insurance Company January 1987 - January 1989
New York Life Insurance Company January 1983 - January 1987
Hokuriku Bank June 1982 - January 1983
Skills
Budgets, Financial Reporting, Finance, Accounting, Accounts Payable, Analysis, Accounts Receivable, General Ledger, Internal Controls, Management, Variance Analysis, Payroll, Financial Accounting, Nonprofits, Financial Statements, Fixed Assets, Financial Analysis, Microsoft Excel, Process Improvement, Strategic Planning
Education
Penn State University 2008 — 2010
M.B.A, Management
University at Albany, SUNY
Bachelors of Science, Business Administration
Grant Associates Inc May 2013 - Present
Archdiocese of New York September 2010 - February 2012
AHRC December 1998 - November 2008
Project Return Foundation May 1997 - December 1998
City of New York - Housing Preservation and Development January 1989 - May 1997
Royal Insurance Company January 1987 - January 1989
New York Life Insurance Company January 1983 - January 1987
Hokuriku Bank June 1982 - January 1983
Skills
Budgets, Financial Reporting, Finance, Accounting, Accounts Payable, Analysis, Accounts Receivable, General Ledger, Internal Controls, Management, Variance Analysis, Payroll, Financial Accounting, Nonprofits, Financial Statements, Fixed Assets, Financial Analysis, Microsoft Excel, Process Improvement, Strategic Planning
Education
Penn State University 2008 — 2010
M.B.A, Management
University at Albany, SUNY
Bachelors of Science, Business Administration
Arthur Schoene's New York Life Insurance Company Experience September 2009 - February 2011
Job Operator at Kiengiang Foster Care LLC
Industry Insurance
Experience
Kiengiang February 2011 - Present
New York Life Agent November 2010 - February 2011
New York Life Insurance Company September 2009 - February 2011
Kiengiang foster care 2010 - 2011
Skills
Life Insurance, Insurance, Retirement Planning, Strategic Financial..., Investments, Whole Life, Small Business, Financial Analysis, Risk Management
Education
Portland State University - School of Business 2007 — 2009
bachelor of science, Finance
Portland State University - School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Kiengiang February 2011 - Present
New York Life Agent November 2010 - February 2011
New York Life Insurance Company September 2009 - February 2011
Kiengiang foster care 2010 - 2011
Skills
Life Insurance, Insurance, Retirement Planning, Strategic Financial..., Investments, Whole Life, Small Business, Financial Analysis, Risk Management
Education
Portland State University - School of Business 2007 — 2009
bachelor of science, Finance
Portland State University - School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Alexandra (Aleca) Stirling's New York Life Insurance Company Experience August 2005 - December 2009
Job Product Consultant, Aon Active Health Exchange
Industry Insurance
Experience
Aon August 2014 - Present
Aon August 2012 - August 2014
Civic Consulting Alliance June 2010 - August 2010
New York Life Insurance Company August 2005 - December 2009
Frye-Louis Capital Management June 2004 - August 2004
Ariel Investments June 2003 - August 2003
Skills
Financial Modeling, Investments, Portfolio Management, Financial Services, Management, Valuation, Asset Management, Analytics, Equities, Data Analysis
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, 2012
University of Chicago Harris School of Public Policy 2009 — 2011
MPP, Public Policy
Princeton University 2001 — 2005
AB, History
The Hotchkiss School 1998 — 2001
Aon August 2014 - Present
Aon August 2012 - August 2014
Civic Consulting Alliance June 2010 - August 2010
New York Life Insurance Company August 2005 - December 2009
Frye-Louis Capital Management June 2004 - August 2004
Ariel Investments June 2003 - August 2003
Skills
Financial Modeling, Investments, Portfolio Management, Financial Services, Management, Valuation, Asset Management, Analytics, Equities, Data Analysis
Education
University of Chicago Booth School of Business 2010 — 2012
MBA, 2012
University of Chicago Harris School of Public Policy 2009 — 2011
MPP, Public Policy
Princeton University 2001 — 2005
AB, History
The Hotchkiss School 1998 — 2001
Commie Stevens, JD's New York Life Insurance Company Experience 1995 - 1996
Job Managing Director Strategic and Financial Planning
Industry Financial Services
Experience
Beacon Pointe Advisors 2008 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
Stevens Consulting 2003 - 2008
Pacific Life 1997 - 2003
Albrecht and Barney, PC 1996 - 1997
New York Life Insurance Company 1995 - 1996
Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Education..., Estate Planning, Wealth Management..., Women Investors
Education
Pepperdine University School of Law 1992 — 1995
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Beacon Pointe Advisors 2008 - Present
Beacon Pointe Women Advisory Initiative 2012 - Present
Stevens Consulting 2003 - 2008
Pacific Life 1997 - 2003
Albrecht and Barney, PC 1996 - 1997
New York Life Insurance Company 1995 - 1996
Skills
Personal Financial..., Strategic Financial..., Retirement Planning, College Education..., Estate Planning, Wealth Management..., Women Investors
Education
Pepperdine University School of Law 1992 — 1995
Doctor of Law (JD)
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Jevon Ricks's New York Life Insurance Company Experience 2006 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company 2006 - Present
NYLIFE Securities, LLC 2006 - Present
Skills
Term Life Insurance, Life Insurance, Retirement Planning, Insurance, Estate Planning, Retirement, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Education Funding..., Investments, IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Seminar Marketing, Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
Philander Smith College 1993 — 1998
Bachelor of Business Administration (BBA), Investments and Securities
Horace Mann
Parkview High School
New York Life Insurance Company 2006 - Present
NYLIFE Securities, LLC 2006 - Present
Skills
Term Life Insurance, Life Insurance, Retirement Planning, Insurance, Estate Planning, Retirement, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Education Funding..., Investments, IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Seminar Marketing, Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
Philander Smith College 1993 — 1998
Bachelor of Business Administration (BBA), Investments and Securities
Horace Mann
Parkview High School
Erika Anderson's New York Life Insurance Company Experience April 2000 - Present
Job Underwriter at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2000 - Present
Catholic Life Insurance 1996 - March 2000
Catholic Life Insurance 1990 - 1996
Skills
Insurance, Underwriting, Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Reinsurance, Risk Management, Property & Casualty..., Long-term Care, General Insurance, Claim, Customer Service, Business Analysis, Analysis, Process Improvement
Education
Pierce College
New York Life Insurance Company April 2000 - Present
Catholic Life Insurance 1996 - March 2000
Catholic Life Insurance 1990 - 1996
Skills
Insurance, Underwriting, Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Reinsurance, Risk Management, Property & Casualty..., Long-term Care, General Insurance, Claim, Customer Service, Business Analysis, Analysis, Process Improvement
Education
Pierce College
Guillermo Sarria's New York Life Insurance Company Experience September 2011 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2011 - Present
World Emblem International February 2007 - July 2011
Advance America May 2003 - February 2007
Education
Broward College 2011 — 2015
Bachelor's Degree, Business Administration
Pontificia Universidad Católica del Perú 2000 — 2004
Business Administration, Economics, English, Political Sciences
New York Life Insurance Company September 2011 - Present
World Emblem International February 2007 - July 2011
Advance America May 2003 - February 2007
Education
Broward College 2011 — 2015
Bachelor's Degree, Business Administration
Pontificia Universidad Católica del Perú 2000 — 2004
Business Administration, Economics, English, Political Sciences
Chris Kettman's New York Life Insurance Company Experience December 2009 - February 2011
Job ODS Representative at Hermanson Company
Industry Construction
Experience
Hermanson Company October 2014 - Present
Simon Metals, LLC February 2011 - June 2014
New York Life Insurance Company December 2009 - February 2011
SCS Refrigerated Services January 2000 - July 2009
Skills
Leadership, Customer Service, Retirement Planning, Analysis, Team Building, Retirement, Life Insurance, Mutual Funds, Investments, Operations Management
Education
Pierce College 1999 — 2001
Business
Pierce College
Business Administration and Management, General
Hermanson Company October 2014 - Present
Simon Metals, LLC February 2011 - June 2014
New York Life Insurance Company December 2009 - February 2011
SCS Refrigerated Services January 2000 - July 2009
Skills
Leadership, Customer Service, Retirement Planning, Analysis, Team Building, Retirement, Life Insurance, Mutual Funds, Investments, Operations Management
Education
Pierce College 1999 — 2001
Business
Pierce College
Business Administration and Management, General
Sherri McSweeney's New York Life Insurance Company Experience October 2011 - November 2012
Job Financial Advisor's Assistant at Grillo & Associates
Industry Financial Services
Experience
Grillo & Associates April 2012 - Present
New York Life Insurance Company October 2011 - November 2012
D&C Fire Protection, Inc. August 1996 - October 2011
Education
Atlanta Christian College 2009 — 2011
Centerville High School 1974 — 1978
HS Diploma
Grillo & Associates April 2012 - Present
New York Life Insurance Company October 2011 - November 2012
D&C Fire Protection, Inc. August 1996 - October 2011
Education
Atlanta Christian College 2009 — 2011
Centerville High School 1974 — 1978
HS Diploma
Lee Gowans's New York Life Insurance Company Experience April 2012 - Present
Job Agent at New York Life Insurance Company
Industry Consumer Services
Experience
New York Life Insurance Company April 2012 - Present
A Beka Book, Inc. March 2003 - June 2011
CONCEPTS DIRECT, INC September 2001 - March 2003
NeoData Services/Electronic Data Systems, Inc. October 1994 - March 2002
Allstate May 1993 - June 1994
Pensacola Christian College August 1987 - August 1991
Education
Pensacola Christian College 1986 — 1987
MASTER OF ARTS (MA), Bible Exposition
Pensacola Christian College
BACHELOR OF SCIENCE (BS), BUSINESS ADMINISTRATION
New York Life Insurance Company April 2012 - Present
A Beka Book, Inc. March 2003 - June 2011
CONCEPTS DIRECT, INC September 2001 - March 2003
NeoData Services/Electronic Data Systems, Inc. October 1994 - March 2002
Allstate May 1993 - June 1994
Pensacola Christian College August 1987 - August 1991
Education
Pensacola Christian College 1986 — 1987
MASTER OF ARTS (MA), Bible Exposition
Pensacola Christian College
BACHELOR OF SCIENCE (BS), BUSINESS ADMINISTRATION
Vickie Stever's New York Life Insurance Company Experience April 2004 - June 2007
Job Stay at home mom at My house
Industry Consumer Goods
Experience
My house November 2008 - Present
Triad March 2012 - May 2012
New York Life Insurance Company April 2004 - June 2007
Spherion December 2003 - April 2004
Skills
Typing, Data Entry, Phone Skills, Filing, Fax, Copying, Records Management, Online Research, Spreadsheets
Education
Polaris Career Center 1995 — 1997
General Education, Industrial Electronics Technology/Technician
My house November 2008 - Present
Triad March 2012 - May 2012
New York Life Insurance Company April 2004 - June 2007
Spherion December 2003 - April 2004
Skills
Typing, Data Entry, Phone Skills, Filing, Fax, Copying, Records Management, Online Research, Spreadsheets
Education
Polaris Career Center 1995 — 1997
General Education, Industrial Electronics Technology/Technician
Julie Campo's New York Life Insurance Company Experience August 2012 - Present
Job Actuary
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
Self-employed September 2009 - August 2012
New York Life Insurance Company July 1998 - August 1999
New York Life Insurance Company May 1994 - July 1998
New York Life Insurance Company July 1992 - May 1994
New York Life Insurance Company September 1990 - July 1992
Skills
Strong oral and written..., Experienced problem..., Outstanding technical..., Very creative,..., Excellent independent..., Very organized and..., Extremely disciplined..., Actuarial Science, Access, Analysis, Data Analysis, Financial Analysis, Insurance, Risk Management, Spanish, Statistics, Economics
Education
Princeton University 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
New York Life Insurance Company August 2012 - Present
Self-employed September 2009 - August 2012
New York Life Insurance Company July 1998 - August 1999
New York Life Insurance Company May 1994 - July 1998
New York Life Insurance Company July 1992 - May 1994
New York Life Insurance Company September 1990 - July 1992
Skills
Strong oral and written..., Experienced problem..., Outstanding technical..., Very creative,..., Excellent independent..., Very organized and..., Extremely disciplined..., Actuarial Science, Access, Analysis, Data Analysis, Financial Analysis, Insurance, Risk Management, Spanish, Statistics, Economics
Education
Princeton University 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Scott P Abuso's New York Life Insurance Company Experience 1986 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 1986 - 2012
Education
Plaza College
Associate's degree, Accounting
New York Life Insurance Company 1986 - 2012
Education
Plaza College
Associate's degree, Accounting
Fred Shane's New York Life Insurance Company Experience February 1972 - February 1975
Job Retired Law Enforcement Officer at US Department of Homeland Security
Industry Law Enforcement
Experience
US Department of Homeland Security November 2013 - Present
US Department of Homeland Security October 1976 - November 2013
Govt August 1976 - November 2013
U.S. Air Force April 1978 - April 1981
New York Life Insurance Company February 1972 - February 1975
United States Army and United States Army Reserve June 1966 - June 1972
Home Life Insurance Company June 1970 - 1972
Pizza Hut Corp 1970 - 1971
Tenneco Chemical Corp. General Foam Division June 1965 - June 1970
Skills
Numerous skills in Law..., Skilled in monitoring..., I am a skilled and..., I am skilled at public..., I was trained in..., I am trained and..., Private Investigations, Physical Security, Enforcement, Government, Police, Security, Crime Prevention, Protection, Investigation, Homeland Security, Firearms, Tactics, Weapons, Vulnerability Assessment, Training, Combat, Federal Law Enforcement
Education
Federal Law Enforcement Training Center (FLETC) Brunswick GA and Alexandria VA 1983 — 1983
Physical Security Specialist Certification, Physical Security and Law Enforcement
U.S. Federal Police Academy 1976 — 1976
Federal Police Officer Certification, Basic Police Skills, Tactics and Law Enforcement
Freeland High School 1962 — 1966
Penn State University
US Department of Homeland Security November 2013 - Present
US Department of Homeland Security October 1976 - November 2013
Govt August 1976 - November 2013
U.S. Air Force April 1978 - April 1981
New York Life Insurance Company February 1972 - February 1975
United States Army and United States Army Reserve June 1966 - June 1972
Home Life Insurance Company June 1970 - 1972
Pizza Hut Corp 1970 - 1971
Tenneco Chemical Corp. General Foam Division June 1965 - June 1970
Skills
Numerous skills in Law..., Skilled in monitoring..., I am a skilled and..., I am skilled at public..., I was trained in..., I am trained and..., Private Investigations, Physical Security, Enforcement, Government, Police, Security, Crime Prevention, Protection, Investigation, Homeland Security, Firearms, Tactics, Weapons, Vulnerability Assessment, Training, Combat, Federal Law Enforcement
Education
Federal Law Enforcement Training Center (FLETC) Brunswick GA and Alexandria VA 1983 — 1983
Physical Security Specialist Certification, Physical Security and Law Enforcement
U.S. Federal Police Academy 1976 — 1976
Federal Police Officer Certification, Basic Police Skills, Tactics and Law Enforcement
Freeland High School 1962 — 1966
Penn State University