New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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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
New York Life Insurance Company Sales and Marketing ManagerPeak ConstructionMarch 2012 - March 2013
Hudson Valley Supply Co January 2008 - December 2012
Skills
Management, Life Insurance, Sales
Education
Queens College 1979 — 1983
Associate's Degree
Saint Francis Prepatory high school 1975 — 1979
Sharps Compliance, Inc. March 2014 - Present
BD August 2010 - March 2014
Stericycle August 2001 - August 2010
Aetna October 1996 - August 2001
New York Life Insurance Company August 1991 - October 1996
Hunter Marketing Consulting Company August 1983 - August 1991
Skills
New Business Development, Marketing Strategy, Strategic Planning, Negotiation, Compliance, Insurance, Corporate Training, Project Management, Waste Management, Public Relations, Healthcare, Training, Capital Equipment, Sales Operations, Medical Devices, Contract Negotiation, Healthcare Management, Managed Care, Team Building, Hospitals, Leadership
Education
City University of New York-Queens College
Our Lady of Lourdes
Our Lady of Miraculous Medal
Hertz Herson LLP July 2015 - Present
Jefferies May 2015 - July 2015
New York Life Insurance Company April 2014 - February 2015
L-3 Communications July 2011 - March 2014
Forest Laboratories October 2007 - June 2011
Deloitte September 2005 - April 2007
Skills
Tax, Tax Preparation, CPA, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Financial Accounting, US GAAP, Corporate Tax, Tax Research, GAAP
Education
City University of New York-Queens College
Bachelor, Accounting
Under Kontrol, Inc. July 2015 - Present
New York Life Insurance Company April 2015 - Present
AT&T October 2013 - May 2015
Purdue University August 2010 - December 2012
Horizons Upward Bound May 2010 - August 2010
Skills
Sales, Microsoft Office, Leadership, Training, Team Leadership, Management, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Customer Experience, Direct Sales, Account Management, Marketing, Team Building, Customer Satisfaction
Education
Purdue University 2008 — 2013
Bachelor of Science (B.S.), Organizational Leadership and Supervision
EIIA - Educational & Institutional Insurance Administrators, Inc. July 2013 - Present
Exodus Business Strategies, LLC July 2012 - July 2013
New York Life Insurance Company July 2012 - July 2013
Northwestern Mutual / Strategic Employee Benefit Services June 2006 - May 2012
Gibson Insurance Group June 2004 - June 2006
University of St. Francis August 2001 - December 2005
American Hearing Aid Associates - AHAA October 2003 - March 2004
EIIA - Educational & Institutional Insurance Administrators, Inc. March 2001 - October 2003
Aetna August 1992 - March 2001
Skills
Employee Benefits, Management Consulting, Dentistry, Customer Service, Microsoft Office, Sales, Microsoft Excel, Insurance, Project Management, Strategic Planning, Public Speaking, Budgets, Negotiation, Sales Management, Team Building
Education
University of St. Francis 1995 — 1998
MBA
Purdue University 1988 — 1992
BS, Financial Counseling & Planning
Providence College, Department of Financial Services August 2015 - Present
PricewaterhouseCoopers June 2015 - August 2015
Providence College Career Education Center August 2012 - May 2015
State Street June 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Market Basket 2007 - 2013
Skills
Organized Multi-tasker, Goal Oriented, Determined to Succeed, Versatility, Analytical Skills, Oral & Written..., Accounting, Finance, Budgets, Microsoft Office, Communication, Customer Service, Social Networking, Research, Teamwork, Microsoft Word, Event Planning, Outlook, Social Media, Public Speaking, Time Management
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance and Accounting
New York Life Insurance Company March 2013 - Present
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, IRAs, Retirement, Long Term Care Insurance, Long-term Care, Wealth Accumulation, Whole Life, Financial Planners, College Savings Plans, Universal Life, Estate Planning, Roth IRA, 401k Rollovers, 401k, Permanent Life Insurance, Variable Annuities, Series 6, Key Person Insurance, Mutual Funds, Buy-sell Agreements
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Financial Planning and Services
Marian Catholic High School 2005 — 2009
NFP National Madison Group October 2013 - Present
New York Life Insurance Company January 2011 - September 2013
Universal Insurance Services May 2007 - June 2009
The Spalding Financial Group January 2005 - April 2007
The Winged Keel Group September 2001 - January 2005
Skills
Insurance, Life Insurance, Long-term Care, Underwriting, Fixed Annuities, Disability Insurance, Term Life Insurance, Retirement Planning, Retirement, Employee Benefits, Brokers, Strategic Planning, Series 6, Estate Planning, New Business Development, Series 63, Whole Life, Insurance Brokerage, Reinsurance, Sales, Account Management, Permanent Life Insurance, Sales Presentations, Life, Sales Management, Universal Life, Relationship Management, Wealth, Mutual Funds, Executive Management, Wealth Management, Strategic Financial..., Long Term Care Insurance, 401k, Series 7, Variable Annuities, Financial Planners, Financial Services, Health Insurance, Financial Planning
Education
Queen Margaret University 2000 — 2001
Master's Degree
Queen Margaret University 1997 — 2000
Bachelor's Degree, BA (Hons) Media, Film & Cultural Studies, First Class 1:1
Queen Margaret University 1997 — 2000
Bachelor's Degree, BA (Hons) Business Management, First Class 1:1
Marymount School, New York 1993 — 1997
High School Diploma
HSBC December 2014 - Present
Northwestern Mutual December 2010 - December 2014
New York Life Insurance Company July 2006 - December 2010
Education
Queens College 1993 — 1997
Art, Studio Art, Secondary Edu
Queens College 1993 — 1997
Auction.com March 2015 - Present
Goodman-Marks Associates, Inc. March 2012 - March 2015
Tri-State Real Estate Appraisals August 2011 - December 2011
New York Life Insurance Company May 2011 - September 2011
Atlantis Health Plan 2008 - 2011
Skills
Real Estate Economics, Residential Homes, Appraisals, Insurance, Selling, Valuation, Sales, Real Estate, Negotiation, Property Management, Investment Properties, Real Estate Development, Strategic Planning, Real Estate Transactions, Investments, Financial Analysis, Contract Negotiation, Leadership, Commercial Real Estate, Management, Leases
Education
Queens College 2007 — 2012
Bachelor's Degree, Corporate Finance and Economics, Magnum Cum Laude
Appraisal Institute 2012 — 2017
Real Estate Finance, Valuation Services, Pass
Realty Institute 2014 — 2014
NYS Real Estate Salesperson License, Real Estate, Pass
New York Life Insurance Company July 2012 - June 2013
Boston Laundry Unlimited June 2005 - July 2012
Special Olympics September 2010 - March 2012
San Miguel School September 2011 - December 2011
Trinity Catholic High School December 2010 - December 2010
Skills
Outlook, PowerPoint, Entourage, Excel, Word, Teamwork, Verbal Communication, Time Management, Outstanding Customer..., Customer Relations, Life & Health Insurance..., Customer Service
Education
Providence College 2008 — 2012
Bachelor of Arts, History, 3.0
New York Life Insurance Company March 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Inventory Management, Team Building, Customer Service, Social Networking, Retail, Time Management, Recruiting, Sales Management, Leadership, Customer Satisfaction, Sales, Insurance, Financial Analysis, Accounting, Access, Finance, Outlook, Marketing, Budgets, Forecasting, Analysis, Training, Business Planning
Education
Purdue University 1984 — 1989
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, B
New York Life Insurance Company September 2014 - Present
Access Health CT Small Business August 2013 - May 2014
Vanguard Staffing April 2013 - June 2013
Rapid Realty August 2012 - January 2013
Kings Point Tennis October 2009 - August 2012
SY Designs June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Social Networking, Social Media, Statistics, Lexis, InDesign, Market Research, Client Prospecting, Business Development, Marketing Communications, Creative Problem Solving
Education
Queens College 2009 — 2011
Bachelor of Science (B.Sc.)
Amerex Group April 2015 - Present
Amerex Group December 2014 - April 2015
North Shore Hebrew Academy Elementary School September 2013 - June 2014
Berrylicious August 2012 - June 2013
New York Life Insurance Company December 2011 - July 2012
Aron's Kissena Farms October 2010 - January 2012
Skills
Filing, Telephone Skills, Data Entry, Phone Etiquette, Clerical Skills, Critical Thinking, File Management, Spreadsheets, Appointment Scheduling, Clerical Work, Microsoft Publisher, Administrative Work, Time Management, Administrative..., Cashiering, Highly detail oriented, Volunteering, Close Attention to..., Team-oriented, Organization &..., Office Administration, Microsoft Office, Teamwork, PowerPoint
Education
Queens College 2010 — 2013
Bachelor's Degree, Textiles and Apparel, 3.6
Queens College
New York Life Insurance Company October 2006 - Present
Skills
Java Enterprise Edition, Spring, JavaScript, HTML, Java, JSP, Software Development, SharePoint, Eclipse, CSS, Web Applications, jQuery, Web Development, WebSphere Application..., SOA, Unix, XML
Education
Queens College 2002 — 2006
Bachelor of Science (BS), Computer Science
Saint John's University 2001 — 2002
Bachelor's degree, Computer Science
New York Life April 2012 - Present
New York Life Insurance Company 2006 - 2012
New York Life International, LLC April 1999 - April 2006
NY Marriott Marquis June 1997 - April 1999
Skills
Risk Management, Insurance, Internal Audit, IT Audit, Financial Services, Internal Controls, Auditing, Financial Risk, Finance, Vendor Management, Accounting
Education
Queens College 1981 — 1987
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Lincoln Investment 2014 - Present
New York Life Insurance Company July 2011 - November 2013
Skills
Leadership, Recruiting, Strategic Planning, Process Improvement, Sales Management, Public Speaking, Risk Management, Training, Data Analysis, Entrepreneurship, Team Leadership, Forecasting, Leadership Development, Microsoft Excel, Team Building, Retirement Planning, Financial Analysis, Analysis, Sales, Strategic Financial..., Insurance, Finance, Investments, Financial Planning
Education
Purdue University 2005 — 2009
Healthfirst April 2013 - December 2014
RoyalHealthCare September 2006 - March 2013
New York Life Insurance Company May 2004 - September 2006
Healthfirst 2002 - 2004
Enterprise Rent-A-Car 1999 - 2001
Skills
Health Insurance, Medicare, Managed Care, Medicaid, Strategic Planning, Insurance, Team Building, Healthcare Management, Long-term Care, Healthcare, Data Analysis, Customer Service, Account Management, Marketing, Microsoft Excel, Healthcare Industry, Employee Benefits, Provider Relations, Leadership, Medicare Part D, Hospitals, Health Policy
Education
Queens College 1994 — 1999
Bachelors, Sociology
State Street December 2014 - Present
New York Life Insurance Company February 2014 - December 2014
Canobie Lake Park November 2011 - January 2014
Canobie Lake Park March 2011 - October 2011
Canobie Lake Park May 2010 - June 2011
Canobie Lake Park May 2007 - June 2010
Skills
Leadership, Training, Public Speaking, Financial Planning, Wealth Management, Retirement Planning, Life Insurance, 401k, IRAs, Long-term Care, Strategic Financial..., Personal Financial..., Finance, Retirement, Outlook, Process Scheduler, Human Resources, Microsoft Office, FileMaker, Kronos
Education
Providence College 2007 — 2011
Bachelor of Science (BS), Management
Saint John's Preparatory High School 2003 — 2007
Starr Companies January 2014 - Present
Starr Companies January 2012 - January 2014
Ironshore Insurance 2011 - 2011
Edward Myers Consulting 2010 - 2011
The Navigators Group, Inc. 2004 - 2010
New York Life Insurance Company 2000 - 2004
New York Life Insurance Company 1997 - 2000
Metropolitan Life Insurance Company 1995 - 1997
Connecticut Mutual Life Insurance Company 1992 - 1995
Skills
Operations Management, Strategic Planning, General Insurance, Insurance, Reinsurance, Compliance, Business Analysis, Claims Management, Risk Management, Strategic Financial..., Life Insurance, Disability Insurance, Underwriting, Property & Casualty..., Commercial Insurance, D&O, Professional Liability, Casualty, Liability, Holding Companies, Commercial Lines, Non-profit..., Personnel Management, Performance Management, Vendor Management, Project Management, Management, Claim, Policy, Brokers, Mergers & Acquisitions, Employee Benefits, Financial Services, Finance, Strategy, Workers Compensation
Education
Providence College 1985 — 1989
Bachelor of Arts
Morristown High School 1981 — 1985
St. Joseph's Church June 2014 - Present
The Guardian Life Insurance Company of America January 2013 - September 2013
Our Lady of Pompeii in East Haven, CT August 2012 - September 2013
New York Life Insurance Company December 2011 - September 2012
St. Anthony's Church in Pawtucket, RI September 2007 - June 2011
Skills
Public Speaking, Theology, Retreats, Leadership Retreats, Youth Ministry, Liturgy Planning, Leadership Development, Volunteer Management, Nonprofits, Fundraising, Retirement Planning, Community Outreach, Teaching
Education
Providence College 1978 — 1982
BA, Humanities
Visiting Nurse Service of New York July 2012 - Present
Mediaocean/ formerly Donovan Data Systems December 2010 - July 2012
Donovan Data Systems December 2007 - November 2010
DTCC August 2002 - September 2007
GiftCertificates.com March 2000 - March 2002
New York Life Insurance Company June 1999 - March 2000
Skills
Web Services, Hibernate, AJAX, Tomcat, Java, Spring, Oracle, MySQL, Agile Methodologies, Websphere, DB2, Design Patterns, Linux, Microsoft SQL Server, SOA, EJB, GWT, jQuery, RESTful WebServices, Maven, Struts, HTML 5, Groovy, Grails, Salesforce, Adobe LiveCycle, Android, Hadoop, Big data, NoSQL, Enterprise Architecture, Distributed Systems, Virtualization, Cloud Computing, HBase, MongoDB, AWS, Informatica, ETL, MQ, OAuth
Education
Queens College 1998 — 2000
Master's degree, Computer Science
New York Life Insurance Company December 2011 - Present
Skills
Java, MySQL, PHP, c++, Objective-C, COBOL, IDMS, HTML 5, Android Development, iOS development, JSP development, Web Applications, Network Design, Oracle Applications, IBM Mainframe, RSA, Microsoft Office, Windows 7, Mac OS X, Web Development, Lotus Notes, Toad 9.0, Rumba, Endeaver, C++, OS X, JavaScript, Android, Oracle, Unix, Spring
Education
Queens College 2013 — 2015
Master of Arts (M.A.)
Queens College 2002 — 2007
Bachelor of Science (BS)
Queens College 2002 — 2007
Bachelor of Arts (B.A.)
New York Life Insurance Company January 2013 - Present
Edibles Incredible Desserts February 2012 - December 2012
Interview of STATURE September 2011 - February 2012
Nordstrom January 2009 - September 2011
Skills
Leadership, Recruiting, Training, Sales, Insurance, Hiring, Customer Service, Social Media, Event Planning, Marketing, Social Networking, Interviews, Retail, Onboarding, Management, Microsoft Office, Merchandising, Process Improvement, Public Speaking, Sourcing, Talent Acquisition, Talent Management, Technical Recruiting, Applicant Tracking..., Building Relationships, Employee Relations, Employee Training, Human Resources
Education
Queen's University 2004 — 2008
Art History
New York Life Insurance Company February 2012 - Present
Education
Queens College 2009 — 2011
SurveyMonkey January 2015 - Present
TuneIn August 2014 - December 2014
City University of New York Tech Apprenticeship Program September 2013 - May 2014
OA Shop October 2013 - March 2014
City University of New York October 2011 - February 2014
New York Life Insurance Company May 2013 - August 2013
Net@Work June 2012 - August 2012
ABT Inc. March 2012 - June 2012
E.O.C. of Nassau County July 2011 - August 2011
Skills
PHP, Web Development, CSS, C++, OS X, Java, JavaScript, HTML, HTML 5, Python, Programming, MySQL, SEO, Joomla, CMS, Eclipse, Computer Science, Microsoft Word, Ruby on Rails, Photoshop, Windows, Linux, SQL, Android Development, Ruby, SASS, Magento, Backbone.js, C#, LESS, Regular Expressions, Oracle Application..., Microsoft Excel, MongoDB
Education
Queens College 2009 — 2014
Undergraduate, B.S. Computer Science & B.A. Applied Mathematics
South Side High School 2005 — 2009
Tate Publishing & MeeGenius.com August 2010 - Present
TEKsystems December 2006 - May 2009
New York Life Insurance Company September 2005 - September 2006
Williams Lea September 2004 - September 2005
MetLife October 2001 - September 2004
Mercer Delta Consulting December 2000 - October 2001
United Nations January 1998 - September 2000
Skills
Books, Published Author, Creative Writing, Poetry, Publications, Publishing, Storytelling, Editing, Copywriting, Copy Editing
Education
City University of New York-Queens College 1994 — 1999
BA, Psychology
FaceBook April 2014 - Present
GenevaWorldWide February 2012 - November 2014
Flying Food Group July 2013 - January 2014
New York Life Insurance Company June 2007 - December 2008
Westcliff Medical Labs 2006 - 2007
Skills
Customer Service, Sales, Leadership, Management, Research, Budgets, Microsoft Office, Time Management, Team Building, Food, PowerPoint, Microsoft Excel, Microsoft Word, Account Management, Strategic Planning, Insurance, Customer Satisfaction, Hospitality, Human Resources, Product Development, Employee Benefits, Employee Relations, Health, Sales Management, Food Service, Customer Retention, Excel, Mentoring, JFK community watch..., Child menu planning..., SIDA certified, Java, Network Plus
Education
Southern New Hampshire University 2014 — 2017
Master of Science Cyber Security Concentration (MS) ITCS, Information Security
City University of New York-Queens College 2010 — 2012
BS, Nutrition/ Food Service Management & Economics
NEW BRIDEGE COLLEGE
Certification, Laboratory technician
Krauter & Company June 2015 - Present
New York Life Insurance Company May 2011 - May 2015
Frenkel & Co., Inc March 1988 - May 2010
Education
Queens College 1980 — 1982
accounting
EEG Financial Consulting, Inc. March 2008 - Present
Standfast Asset Management, LLC 2006 - 2007
Capital Retirement Services, Inc. 2003 - 2006
New York Life Insurance Company 1998 - 2003
Education
Queens University of Charlotte 1977 — 1981
B.A., English Literature
Giordani, Swanger, Ripp & Phillips, LLP January 2007 - Present
AIG 1997 - 2007
New York Life Insurance Company 1995 - 1997
KPMG 1989 - 1995
Skills
Insurance, Executive Pay, Securities, Estate Planning, Wealth Management, Hedge Funds, Private Equity, Private Placements, Series 63, Alternative Investments, Fixed Annuities, Life Insurance, Employee Benefits, Asset Managment, Investments, Due Diligence, High Net Worth..., Mutual Funds, Tax, Reinsurance
Education
Providence College 1985 — 1989
BS, Accounting
KPMG May 2015 - Present
New York Life Insurance Company 2013 - May 2015
Avaya Inc. 2006 - 2012
Eretz Business Alliance (subsidiary of IDT Corporation) 2003 - 2005
GoAmerica Communications 2000 - 2002
HSBC Securities 1998 - 2000
Bank of America Securities/ NationsBank Securities / Chicago Research and Trading 1991 - 1998
J.P. Morgan 1986 - 1991
Skills
Cloud Computing, Cross-functional Team..., Product Management, Go-to-market Strategy, Program Management, SaaS, Unified Communications, Channel Partners, Technology Evaluation, Wireless, Strategic Partnerships, Business Development, PMP, Strategic Planning, Software Licensing, Alliance Development, Licensing, Managed Services, Vendor Management, New Business Development, Team Management, Change Management, Project Management, PMO, Mobile Technology, Mobile Internet, Mobile Applications, SDLC, Business Analysis, Agile Methodologies, Cloud Computing IaaS, PaaS, Business Transformation, Strategic Technology..., Project Portfolio...
Education
Queens College
BA, Computer Science
Stevens Institute of Technology
MS, Computer Science/Pure and Applied Mathematics
Silver Fin Capital Group LLC March 2015 - Present
Sterling National Bank September 2006 - February 2015
New York Life Insurance Company March 2005 - September 2006
Newsday January 2004 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Loans, Credit Analysis, Credit, Banking, Mortgage Banking, Consumer Lending, Credit Risk, Mortgage Lending, Residential Mortgages, Loan Origination, FHA, Underwriting, Refinance, Funding, Commercial Lending, Lines Of Credit, Commercial Mortgages, Short Sales, Marketing, Management, Residential Homes, Real Estate Transactions, First Time Home Buyers, Finance, Sales, Investment Properties, Insurance, Single Family Homes, REO, Investments, Foreclosures, Real Estate
Education
Queens College 2000 — 2004
Bachelors, English/Language Arts Teacher Education, 3.5
Queensborough Community College 1996 — 2000
Associate of Arts and Sciences (A.A.S.), Visual and Performing Arts
New York Life Insurance Company April 2014 - Present
New York Community Bank 2010 - March 2014
Skills
Investments, Business Strategy, Finance, Accounting, Microsoft Word, Time Management, Microsoft Office, Microsoft Excel, Miser, Lotus Notes, Economics, Multi Tasking, Dependable Team Player, SAP, Rumba, Financial Analysis, Tax Preparation, Tax Compliance
Education
Queens College 2009 — 2013
Bachelor of Arts (BA), Accounting
Munro College Jamaica W.I 2001 — 2006
New York Life Insurance Company May 2013 - Present
Education
Punahou School
University of Hawaii at Manoa
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company NYLIFE Securities, LLC,Member FINRA/SIPC Licensed Insurance Agency April 1998 - Present
Skills
Retirement, Asset Protection, Wealth Accumulation, 401k Rollovers, Licensed in Long Term..., Annuity Sales, Life Insurance Planning, IRAs, Long Term Care Insurance, Financial Services, Fixed Annuities, Long-term Care, Mutual Funds, Finance, Portfolio Management, Investments, Insurance, Strategic Financial..., Small Business, Wealth Management, Financial Advisory, FINRA, Life Insurance, Series 63, Wealth Preservation..., Securities, Estate Planning, Underwriting, Pensions, Asset Allocation, Financial Planners, Asset Management, Key Person Protection, Alternative Investments, Retirement Planning, Risk Management, Protection..., Variable Annuities, ETFs, Series 7, Wealth, Roth IRA, Licensed Life Insurance...
Education
City University of New York-Queens College 1987 — 1994
Bachelor of Arts, English major, minors in History and Sociology
Simpson Financial Group September 2015 - Present
Saint Raphael Academy August 2011 - Present
New York Life Insurance Company December 2010 - August 2011
Skills
Business Planning, Coaching, Disability Insurance, Estate Planning, Finance, Financial Planning, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement, Retirement Planning, Sales, Securities
Education
Providence College 1999 — 2002
BS, History
Janney Montgomery Scott LLC July 2006 - Present
Bank of America Private Bank July 2005 - July 2006
Wachovia Bank, N.A. January 2003 - June 2005
Central Carolina Bank October 1999 - December 2002
New York Life Insurance Company October 1998 - July 1999
Skills
Microsoft Excel, Finance, Employee Benefits, Loans, Insurance, Retirement Planning, Financial Analysis, Mortgage Lending, Strategic Financial..., Accounting, Portfolio Management, Estate Planning, Business Analysis, Banking, Sales, Outlook, Life Insurance, Budgets, Financial Planners, Risk Management, Small Business, Financial Advisory, Retirement, Management, Investments, Strategy, Financial Risk, Wealth Management, Series 7, Investment Advisory, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, Securities
Education
Dale Carnegie
Dale Carnegie
Dale Carnegie
Elon College 1995 — 1998
BA, Communications, English Literature
Queens University of Charlotte 2003 — 2005
Financial Planner Program at Queens
Pershing June 1999 - Present
Pershing, a BNY Mellon company June 1996 - May 1999
Muller Data May 1991 - June 1996
New York Life Insurance Company May 1990 - May 1991
Skills
Financial Services, Trading, Investments, Bonds, Financial Risk, Financial Analysis, Business Analysis, Risk Management, Securities, Equities, Project Management
Education
City University of New York-Queens College 1974 — 1982
BA, Computer Science
Holy Cross 1970 — 1974
Bachelor of Arts
Siemens April 2010 - Present
Honeywell 1999 - April 2010
Johnson Controls 1997 - 1999
Berman, Hopkins, Wright, Arnold & LaHam, LLP 1996 - 1997
New York Life Insurance Company 1980 - 1990
Skills
Energy Audits, Energy, Energy Management, Energy Conservation, Energy Efficiency, Renewable Energy, Demand Response, Solar Energy, HVAC, Smart Grid, Photovoltaics, Alternative Energy
Education
Queens College 1973 — 1977
BA, Accounting, Economics
UnitedHealth Group 2011 - September 2015
UnitedHealth Group December 2008 - August 2011
ADT Security Services 2009 - 2011
New York Life Insurance Company 2008 - 2009
Pella Corporation 2004 - 2008
American Babies Photography 2001 - 2004
American Babies Photography 1999 - 2004
Skills
Health Insurance, Insurance, Sales Management, Medicare, Healthcare, Long-term Care, Life Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Disability Insurance, Coaching, Brokers, Sales Process, Sales, Team Building, Marketing, Managed Care, Training, Customer Service, Leadership, Employee Benefits, New Business Development, Account Management, Strategic Planning, Contract Negotiation, Financial Planning, Consulting
Education
Queens College 1998 — 2001
Anthropology
The Graduate Center, City University of New York
Business Administration and Management, General
Paul Revere/Colonial Voluntary Benefits April 2005 - Present
Colonial Voluntary Benefits April 2005 - Present
New York Life Insurance Company October 1987 - February 1992
Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Term Life Insurance, Brokers, Management, Life Insurance, Small Business, Accident, Sales, Critical Illness, Long-term Care, Benefit Communication, Fixed Annuities, Selling, Sales Management, Universal Life, Underwriting, Cold Calling, Retirement Planning, Group Insurance, Benefits Administration, Retirement, Voluntary Employee..., Flexible Spending..., Group Benefits, Recruiting, Sourcing, Motivational Speaking, Onboarding, Talent Acquisition, Selling Skills, Sales Operations, Accident Insurance, COBRA, Supplemental Insurance, Section 125 Plans, Meditation, Sales Prospecting, Martial Arts, Benefits Communication, Benefits, Worksite, Group Health, Talent Pipelining, Chi Kung, Karate, Leadership, Whole Life
Education
City University of New York-Queens College 1981 — 1983
Associates, Business, Management
John Adams HS - Varsity Team 1975 — 1979
New York Life Insurance Company January 2015 - Present
New York Life June 2000 - June 2014
NYLIM 2000 - 2006
CFS Bank 1996 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, 401k, Variable Annuities, Investments, Wealth Management, IRAs, Asset Allocation, Investment Management, Series 7, Insurance, Series 63, Sales, Employee Benefits, 401k Rollovers, Securities, Series 6, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance
Education
City University of New York-Queens College
Mathematics
PeopleTec September 2015 - Present
New York Life Insurance Company June 2015 - August 2015
USi, LLC July 2014 - November 2014
Quantum Research International February 2014 - May 2014
Booz Allen Hamilton July 2011 - February 2014
Northrop Grumman Information Systems January 2011 - April 2011
Jacobs Technology March 2008 - August 2010
Raytheon Company January 2001 - September 2007
Madison Research November 1996 - December 2000
Skills
Testing, Systems Engineering, Technical Analysis, Technical Writing, Quality Assurance, Integration, Defense, Six Sigma, Databases, Telecommunications, Technical Support, Project Planning, Software Documentation, Requirements Analysis, Engineering, Software Engineering, Project Management, Analysis, Repository Management, Electronics, C, Management, Business Strategy, Programming, Process Engineering, Agile Methodologies, Military, Data Analysis, System Administration, Success Driven, Cross-functional Team..., Security Clearance, Process Improvement, Program Management, Simulations, Root Cause Analysis
Education
Purdue University
BACHELOR OF SCIENCE, PHYSICS
Purdue University
Physics, Physics
New York Life Insurance Company December 1989 - Present
Skills
Estate Planning, Retirement Planning, Personal Finance, Fixed Annuities, Insurance, Finance, Life Insurance, Strategic Financial..., Financial Planning, Retirement, Disability Insurance, Wealth Management, Financial Services, Leadership
Education
City University of New York-Queens College 1970 — 1975
Bachelor of Arts, Accounting & Economics
New York Life Insurance Company May 2002 - Present
RedCube Communications INC. New York, Zurich Switzerland November 2000 - March 2002
Telnext Communications Inc. March 2000 - November 2000
Reliance National Insurance Company November 1998 - March 2000
Skills
Project Management, Business Analysis, Insurance, Risk Management, Vendor Management, Process Improvement, Visio, Disaster Recovery, Program Management, Requirements Analysis, IT Strategy, SharePoint, Strategic Planning, IT Management, Change Management, Project Portfolio..., SAP, Citrix, XENAPP, XENDESKTOP, Servers, TCP/IP, Windows Server, Troubleshooting, Technical Support, Microsoft Exchange, System Administration, Software Development, Windows, Application Packaging, Networking, Microsoft Certified..., ITIL, CCNA, Security, Software Documentation, Infrastructure, Enterprise Architecture, System Deployment, Data Center, Training, IT Operations, Databases, Hardware, Integration, VMware, Virtualization, Solaris, Information Technology, Business Intelligence, Business Process...
Education
Queens College
BA, ECONOMICS, ACCOUNTING and information systems
Cypress Grove Technologies January 2014 - Present
Dirty2Purdy Cleaning Services October 2008 - December 2014
Forest Hills Financial Group May 2008 - April 2009
New York Life Insurance Company January 2007 - April 2008
East Hills Auto Group January 2002 - January 2007
Skills
Small Business, Customer Service, Insurance, Long-term Care, Management, Disability Insurance, Sales, Time Management, Real Estate, Residential Homes, Sales Management, Marketing, Apartments, Account Management, Strategy, Cold Calling, Selling, Marketing Strategy, Team Building, Negotiation, New Business Development, Leadership, Strategic Planning, Consulting, Business Development, Entrepreneurship, Contract Negotiation, Start-ups, Business Strategy
Education
Queensborough Community College 1997 — 1999
Libral Arts
Cardozo High School 1993 — 1996
New York Life Insurance Company August 2014 - Present
UBS 2011 - May 2014
Guardian Life Insurance 2009 - 2011
Citigroup 2007 - 2008
Citigroup 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Risk, Risk Management, Risk Mitigation, IT Risk, Security, Data Privacy, Operational Risk..., Business Planning, Compliance, IT Governance, Program Management, Governance, Information Technology, Financial Risk, Operational Risk, Business Continuity, Management, IT Risk Management, Information Security..., IT Audit, ISO 27001, Financial Services, Enterprise Risk..., Computer Security, Information Security, CISSP
Education
New York University - Leonard N. Stern School of Business
MBA, Information Technology
City University of New York-Queens College
BA, Computer Science
New York Life Insurance Company March 2015 - Present
Heartland Payment Systems June 2006 - August 2014
Heartland Payment Systems September 2008 - January 2010
SYSCO Foods Metro New York September 2000 - June 2006
The Border Cafe March 1993 - September 2000
Skills
Merchant Services, Electronic Payments, Payment Card Processing, Credit Cards, ACH, Contract Negotiating, Cold Calling Experience, Long-term Customer..., Training, Consultative Selling..., Restaurant Management, Marketing, Sales, B2B, Sales Operations, Recruiting, Payments, Cold Calling, Management, Business Development, Customer Service, Direct Sales
Education
City University of New York-Queens College 1983 — 1991
Sociology
William Cullen Bryant 1980 — 1983
High School, High School
New York Life Insurance Company March 1997 - Present
Skills
Internal Audit, Internal Controls, Life Insurance, Variable Annuities, Fixed Annuities, Analytics, Investments, Management, Financial Risk, Financial Accounting, Financial Services, Financial Reporting, Finance, Insurance, Accounting, Enterprise Risk..., Financial Analysis, Risk Management, Sarbanes-Oxley Act, Auditing
Education
Queens College 1992 — 1997
BA, Accounting & Information Systems
New York Life Insurance Company June 2014 - Present
Student Success at Purdue September 2013 - May 2014
New York Life Insurance Company May 2013 - August 2013
Bank of China May 2012 - August 2012
Skills
Actuarial Science, Insurance, Statistics, Data Analysis, Microsoft Excel, Prophet, SAS, R, Java, Python, Access, Microsoft Office, Teamwork, Customer Service
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science, Applied Statistics, 3.94
Success Mortgage Partners December 2012 - Present
First Century Bank April 2011 - December 2012
Sun West Mortgage Company April 2010 - April 2011
VirtualBank January 2007 - April 2010
MetLife Home Loans June 2008 - January 2010
WSFS Bank May 2008 - August 2008
Gold Reverse, Inc November 2007 - May 2008
Financial Freedom/IndyMac Bank May 2005 - December 2006
Financial Services July 2004 - May 2005
New York Life Insurance Company December 2000 - July 2004
Skills
Mortgage, Certified Financial..., Annuities, Reverse Mortgages, Term Life Insurance, Universal Life, Mutual Funds, ETFs, Compliance, Mortgage Lending, Fixed Annuities, Residential Mortgages, Loan Origination, Life Insurance, Loans, Mortgage Banking, Investments, Banking, Retirement Planning, Credit Analysis, Credit, Financial Advisory, Series 7, Retirement, Disability Insurance, Insurance, Underwriting, Mortgage Marketing, FHA, Strategic Financial..., Refinance, Wealth Management, Selling, FHA financing, Finance, Sales, Commercial Lending, USDA, Funding, VA loans, Executive Management, Portfolio Management, Commercial Mortgages, Mortgage Underwriting
Education
Purdue University 1990 — 1996
Bachelor of Science, Financial Planning
Snider HS 1987 — 1990
General, General
Allstate May 2015 - Present
New York Life Insurance Company November 2014 - June 2015
Vending Times January 2014 - February 2015
Lincoln Educational Services September 2012 - December 2013
Coast to Coast Entertainment January 2009 - September 2012
Vending Times April 1991 - January 2009
Skills
Negotiation, New Business Development, Press Releases, Trade Shows, Sponsorship Sales, Outside Sales, Marketing, Entertainment, Advertising, Marketing Strategy, Account Management, Sales, Selling, Online Marketing, Email Marketing, Leadership, Microsoft Office, Customer Service, Interviews, Social Networking, Event Planning, Strategic Planning, Team Building
Education
City University of New York-Queens College 1986 — 1988
Queensborough Community College 1984 — 1986
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
Richmond Hill High School 1980 — 1984
New York Life Insurance Company November 2011 - Present
Skills
Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Whole Life, Universal Life, Investments, Financial Analysis, Leadership
Education
Queens College
NYLIFE Securities LLC October 1980 - Present
New York Life Insurance Company September 1980 - Present
Education
Queens College 1977 — 1979
Psychology
The American College
CLU, ChFC, Insurance and Financial Services
Presentation BVM
New York Life Insurance Company February 2014 - Present
Professional Physical Therapy October 2013 - January 2014
BNY Mellon May 2012 - December 2012
Education
Queens College 2007 — 2013
Bachelor’s Degree
Formosa Plastics March 2014 - Present
Pancis Gems Inc January 2012 - December 2013
New York Life Insurance Company October 2011 - April 2012
Edward Jones June 2009 - August 2009
Skills
Strategic Financial..., Financial Analysis, Small Business, Series 7, Sales, Wealth Management, Microsoft Excel, 401k, Entrepreneurship, Finance, •Portfolio Theory,..., Retirement Planning, Investments, Strategic Planning, Business Planning
Education
Purdue University 2006 — 2011
B.S., Financial Planning
parsippany hills
parsippany hills
Grant Thornton LLP August 2012 - Present
National Association of African Americans in Human Resources June 2012 - Present
D.C. Consulting Group 2008 - August 2012
Ernst & Young 2002 - 2008
Cap Gemini (formerly Ernst & Young Consulting) 1999 - 2001
Ernst & Young 1994 - 1999
US EPA/Computer Sciences Corporation 1992 - 1994
New York Life Insurance Company 1983 - 1992
Kirkland & Ellis LLP 1979 - 1983
Education
Purdue University 2005 — 2008
Bachelor of Arts (B.A.), Business with concentration in Human Resources
South Suburban College
Associate of Arts and Sciences (A.A.S.), Management-Manager/Supervisor
New York Life Insurance Company June 2014 - Present
Fidelity Investments November 2013 - May 2014
Town of Hempstead June 2013 - September 2013
Town of Hempstead June 2011 - June 2013
Malverne Pastry Shop July 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Outlook, Teamwork, Customer Service, Time Management, Financial Accounting, Access, Public Speaking, Research, Social Media, Leadership, Facebook, Social Networking, Data Analysis
Education
Providence College 2010 — 2014
Accounting
Lynbrook High School
Lynbrook High School
New York Life Insurance Company 2014 - Present
JP Morgan Chase January 2014 - May 2015
Acena 2008 - December 2013
Skills
Outstanding verbal, Writing, Microsoft Office, Microsoft Excel, Multi Tasking
Education
City University of New York-Queens College 2008 — 2013
Bachelor of Arts (BA), Economics
New York Life Insurance Company May 2015 - August 2015
Lafayette Adult Resource Academy (LARA) August 2014 - May 2015
Skills
Microsoft Office, Social Media, Social Networking, Microsoft Excel, PowerPoint, Sports
Education
Purdue University - Krannert School of Management 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services
New York Life Insurance Company December 2014 - Present
Northwestern Mutual May 2014 - September 2014
Family Dental 1994 - 2013
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Teamwork, Microsoft Office, Team Building, Fixed Annuities, Insurance, Life Insurance, Term Life Insurance
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Marketing & Finance
Norwood Senior High School 2007 — 2011
New York Life Insurance Company May 2015 - Present
Fort Adams Trust May 2013 - September 2014
Jay Vending May 2012 - September 2012
Skills
Customer Service
Education
Providence College 2011 — 2015
Bachelor’s Degree, Political Science and Business Studies
Portsmouth High School 2007 — 2011
High School, General Studies
New York Life Insurance Company September 2013 - Present
Century 21 Department Stores December 2009 - October 2014
Golden Networking January 2013 - May 2013
Follett Higher Education Group January 2009 - February 2013
Barnes & Noble August 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Photoshop, Public Speaking, Budgets, Strategic Planning
Education
Queens College 2007 — 2013
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company December 2014 - Present
BioScrip, Inc. October 2013 - Present
New York Life Insurance Company August 2011 - December 2014
Walsh Associates January 2007 - July 2011
Morgan Stanley July 2010 - May 2011
Goldman Sachs February 2010 - April 2010
UBS AG – UBS International and Marketing Technologies October 2008 - May 2009
Morgan Stanley Capital International October 2007 - August 2008
UBS AG – Transactions Products January 2007 - September 2007
Skills
Excel, Word, PowerPoint, Access, Visual Basic, Bloomberg, Adobe Acrobat, English, Romanian, Scuba Diving, ACT, SnagIt, Rumba, Lotus Notes, Visio, Databases, Financial Analysis, Microsoft Excel, Microsoft Word, Training, Management, Risk Management, Analysis, Microsoft Office, Finance, Financial Modeling
Education
City University of New York-Queens College 2010 — 2011
MS, Risk Management
Queens College 2007 — 2009
BBA, Finance; Economics
Queens College 2004 — 2006
BA, Applied math in economics
1998 — 2001
Transfered to US, Math and Physics
Economic nr 1 - Iasi 1992 — 1996
Comert
Negruzzi - Iasi - clasele 5-8 1988 — 1992
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Capital City Concepts, Inc. November 2010 - March 2014
Aflac October 2009 - September 2010
Skills
Leadership, Time Management, Customer Acquisition, Social Media, Training, Public Speaking, succession planning, Retirement Planning, Business Insurance..., Life Insurance, Cash Value Life...
Education
Providence College 2005 — 2009
Bachelor's degree, Marketing
Fairfield Prep 2001 — 2005
Highschool diploma
New York Life Insurance Company June 2014 - Present
BJE Poultry January 2014 - April 2014
Tyson Foods December 2009 - November 2013
Skills
Education Funding..., Financial Services, Customer Satisfaction, Whole Life Insurance, Seminar Marketing, Leadership, Customer Service, Wealth Transfer..., Wealth Preservation..., IRA Rollovers, Public Speaking, Strategic Planning, Succession Planning, Term Life Insurance, Process Improvement, Team Building, Small Business, Retirement Planning
Education
Purdue University 1983 — 1987
Bachelor's degree, Agriculture, Agriculture Operations, and Related Sciences
Purdue University 1983 — 1987
BS, Agriculture, Agriculture Operations, and Related Sciences
New York Life Insurance Company May 2014 - Present
Endurance 2013 - 2014
BDO USA, LLP 2012 - 2013
MetLife 2011 - 2012
PricewaterhouseCoopers 2005 - 2010
Skills
GAAP, Auditing, Accounting, Financial Reporting, General Ledger, Management, Internal Audit, Leadership, US GAAP, Financial Statements, SEC filings, IFRS, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Assurance, CPA, Consolidation, External Audit, Sarbanes-Oxley, Financial Audits, Finance, SEC Filings
Education
City University of New York-Queens College
BA, Accounting and Information Systems
RBC Capital Markets September 2010 - Present
Credit Suisse August 2009 - August 2010
JPMorgan Chase March 2008 - July 2009
Bear Stearns & Co. Inc. June 2005 - March 2008
Morgan Stanley December 1997 - May 2005
New York Life Insurance Company September 1993 - December 1997
Skills
Fixed Income, Capital Markets, Equities, Finance, Derivatives, Trading, Bonds, Investment Banking, Credit Derivatives, Prime Brokerage, Bloomberg, Swaps, Hedge Funds, Middle Office, Equity Derivatives
Education
Queens College 1987 — 1993
BA, Accounting and Information Systems
New York Life Insurance Company September 2014 - Present
Amazon June 2014 - Present
(MSFT/Accenture Company) Avanade, Inc, September 2007 - June 2014
AllianceBernstein October 2005 - September 2007
Credit Suisse March 2004 - October 2005
BNY Mellon January 2000 - February 2003
Chase October 1998 - January 2000
Electronic Data Systems March 1995 - August 1998
Skills
Talent Acquisition, Technical Recruiting, Internet Recruiting, Sourcing, Recruiting, Management, Human Resources, Applicant Tracking..., Hiring, Temporary Placement, Contract Recruitment, Staff Augmentation, Executive Search, SDLC, Consulting, CRM, Benefits Negotiation, Vendor Management, Information Technology, Interviews, College Recruiting, Screening Resumes, Business Intelligence, Talent Management, Screening, Employee Relations, Onboarding, Outsourcing, Professional Services, Personnel Management, HRIS, Permanent Placement, IT Recruitment, Staffing Services, Resource Management, Search, Employer Branding, Taleo, Corporate Recruiting, Social Recruiting, Recruitment Advertising, Cold Calling, Temporary Staffing, Direct Marketing, Digital Marketing, Direct Mail, Multi-level Marketing, Marketing, Marketing Strategy, Sales
Education
Queens College
New York Life Insurance Company July 2014 - Present
Kapsch TrafficCom North America May 2013 - August 2013
SUNY Purchase January 2013 - May 2013
The Last Bite June 2012 - September 2012
The Revenue Markets Inc June 2012 - August 2012
Bubba Gump Shrimp Co. July 2011 - August 2011
Canal House May 2007 - August 2010
Chefs on Fire May 2007 - August 2010
Skills
HTML, HTML 5, CSS, CSS3, JavaScript, Java, PHP, Objective-C, Databases, SQL, Dreamweaver, Processing, Xcode, OS X, Mac, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, WordPress, Editing, Access, Social Media, Social Networking, Facebook, Spanish, HTML5
Education
SUNY Purchase 2012 — 2014
BS, Mathematics and Computer Science
SUNY Geneseo 2008 — 2012
Mathematics
TechTarget October 2014 - Present
Hertz April 2012 - November 2013
New York Life Insurance Company June 2011 - January 2012
New England Country Club March 2005 - August 2010
Skills
Sales Process, Customer Service, Customer Retention, Sales, Sales Management, Employee Training, Employee Management, Business Planning, Business Analysis, Management, Account Management, Recruiting, Operations Management, Microsoft Excel, Salesforce.com
Education
Providence College
Bachelor of Science (BS), Marketing
Xaverian Brothers High School
State Farm March 2014 - Present
LSAA, LLC dba Sam's Mart December 2012 - April 2013
RaceTrac Petroleum February 2010 - December 2012
FedEx Ground September 2008 - February 2010
FedEx Ground April 2006 - September 2008
New York Life Insurance Company July 2003 - July 2004
Prudential Financial January 2003 - June 2003
US Army August 1994 - August 2000
Skills
Employee Training, Problem Solving, Microsoft Office, PowerPoint, Team Leadership, Conflict Resolution, Quality Assurance, Staff Development, Outstanding..., Sales Effectiveness, Research and Analysis, Financial Analysis, Organization &..., Annuities, Licensed Life & Health..., Marketing Management, Marketing Strategy, New Business Development, AS400 system, Transportation..., Dispute Resolution, Lotus Notes, Property & Casualty..., Strategic Planning
Education
American Institute For Chartered Property Casualty Underwriters 2014 — 2015
Property and Casualty, Claims, Insurance Services
Clayton State University 2005 — 2007
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
New York Life Insurance and Annuity Company (NYC) 2003 — 2004
Life and Health Insurance / Estate Planning and Conservation of Wealth
Queensborough Community College 2002 — 2004
Associate of Science (AS), Accounting and Business/Management
Citi Habitats February 2015 - Present
New York Life Insurance Company June 2013 - November 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Queens College 2010 — 2014
Bachelor's degree, Business Administration and Management, General
FlexTrade Systems, Inc. September 2006 - Present
Monarch Communications, Inc. November 2005 - September 2006
BNY Brokerage March 2005 - July 2005
TIAA-CREF October 1999 - November 2004
New York Life Insurance Company August 1997 - September 1999
New York Life Insurance Company March 1990 - August 1997
New York Life Insurance Company November 1987 - March 1990
Skills
Project Management, New Business Development, Capital Markets, Editing, Messaging, Strategy, Marketing Strategy, Public Relations, Media Relations, Internal & External..., Personal Finance, Advertising, Social Media Marketing, Writing, Trade Shows, Contract Negotiation, Website Development, Annual Reports, Press Releases, Corporate Communications, Corporate Branding, Life Insurance, Trading Systems, Electronic Trading, Financial Institutions, Marketing Communications, FX trading, Options, Equities, RFP, Ghostwriting, Social Media, Marketing, Newsletters, Leadership, Management
Education
Queens College 1984 — 1987
BA, English
Saint John's University 1981 — 1983
Communications, English
Archbishop Molloy 1978 — 1981
New York Life Insurance Company March 2013 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
UBS June 2010 - July 2010
Best Buy June 2009 - January 2010
Long Island Lizards May 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Marketing Strategy, Sports Management, Sports Marketing, Market Research, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Cold Calling, Survey Design, Lifeguarding, Water Safety Instructor, Karate, Access, Fundraising
Education
Queen's College 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics
Queens College 2008 — 2012
Bachelor's degree, Economics
New York Life Insurance Company February 2002 — Present
Mannesmann 1998 — 2001
Sysco 1994 — 1998
Deloitte 1991 — 1994
Skills
Life & Health Insurance..., Investments, Financial Planners, Key Person Insurance, Financial Services, Tax, Financial Planning, Series 63, 401k, High Net Worth..., Portfolio Management, Key Person Protection, Asset Allocation, Underwriting, Wealth, Series 6, Pensions, Property & Casualty..., Commercial Insurance, Alternative Investments, Accounting, Life Insurance, Finance, Financial Analysis, Insurance, Fixed Annuities, Community Outreach, Mutual Funds, Employee Benefits
Education
The American College 2009 — 2011
Chartered Life Underwriter, Insurance
Queens College 1985 — 1989
B.A., Accounting and Information Systems Technology
Bayside High School 1982 — 1984
Accounting and Finance
New York Life Insurance Company September 2001 - Present
Eagle Strategies, LLC - subsidiary of New York Life April 2007 - Present
National Association of Insurance and Financial Advisors RI July 2012 - Present
New York Life June 2008 - August 2011
Education
The American College 2003 — 2010
CLU, Financial Planning and Services
Providence College 1996 — 2000
BA, Quantitative Economics
LaSalle Academy 1992 — 1996
high school, college prep
St Mary's Academy Bay View 1990 — 1992
junior high, college prep
Henry Barnard 1985 — 1990
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company May 2011 - September 2012
ACTIV Financial Systems, Inc. April 2010 - May 2011
NYSE Euronext October 2008 - November 2009
American Stock Exchange November 2006 - October 2008
Securities Industry Automation Corporation March 2001 - November 2006
SIAC March 1994 - March 2001
Skills
ITIL, Unix, BMC Remedy, Solaris, Technology Management, Software, Hardware, COBOL, Microsoft Excel, VMS, Market Data, Trading Systems, Disaster Recovery, Data Center, Business Analysis, Management, IT Operations, Software Documentation, IT Service Management, Enterprise Software, Quality Assurance, System Administration, Shell Scripting
Education
Queens College 1986 — 1988
Computer Science
New York Life Insurance Company June 2008 - Present
New York Life June 2008 - September 2012
BNP Paribas June 2005 - June 2008
Education
Purdue University 2000 — 2004
BS, CS
Glazer's Distributors March 2013 - Present
Texas Legacy Wealth Management November 2012 - March 2013
New York Life Insurance Company February 2010 - November 2012
Holiday Inn Northwest / SeaWorld June 2009 - January 2010
Historic Sunset Station January 2008 - January 2009
Hyatt Regency San Antonio July 1999 - November 2007
Lafayette Country Club January 1996 - June 1999
Education
Purdue University 1993 — 1999
Tri-Central High School 1982 — 1999
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company August 2014 - Present
Circles January 2008 - July 2014
Skills
Finance, Licensed Life Insurance..., Financial Services, Long Term Care Insurance, Retirement Planning, Education Funding..., Business Succession..., 401k Rollovers, Sales, Social Media
Education
Purdue University 1981 — 1984
Computer Technology
New York Life Insurance Company 2004 - Present
Nationwide Financial June 1996 - June 2004
Skills
Actuarial Science, Life Insurance, Reinsurance, Valuation, Pricing, Cash Flow Testing and..., Annuities, Asset/Liability Modeling, Forecasting, Finance Transformation, Recruiting and Talent...
Education
Purdue University 1992 — 1996
Bachelor of Science (B.S.), Actuarial Science
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Moneris Solutions May 2008 - August 2013
First Data Corporation 2005 - 2008
HPS Office Systems October 2004 - September 2005
Pitney Bowes July 2002 - May 2003
AT&T Corporation February 2000 - May 2001
Skills
Account Management, Sales, New Business Development, Solution Selling, Small Business, Business Succession..., Buy-sell Agreements, Protection..., Retirement Income..., Annuity Sales, Asset Protection, Customer Service, Insurance, Finance, Business Development, Customer Retention, Relationship Management, Public Speaking, Credit, Financial Services, Marketing
Education
Purdue University 1966 — 1970
Bachelor's degree, Animal Sciences
New York Life Insurance Company December 2009 - Present
Specialized Solutions June 2007 - December 2009
MediaLab Inc 2003 - 2007
CIEE- Council Exchanges 2001 - 2002
Kforce 1998 - 2001
Skills
Marketing, Digital Media, Management, Marketing Strategy, Email Marketing, SEO, Direct Marketing, SEM, Online Marketing, Project Management, Account Management, PPC, Social Media, Web Analytics, Event Management, Lead Generation, Digital Strategy, Public Relations, Omniture, WebTrends Analytics, Google Adwords, Google Analytics, Corporate Communications, E-commerce, Copywriting, Leadership, Sitecore, MSN AdCenter, Forecasting, Budget Process, A/B testing, Strategic Planning
Education
Purdue University 1994 — 1997
B.A.
William Fremd High School 1990 — 1994
NYLIFE Securities LLC November 1984 - Present
New York Life Insurance Company November 1984 - Present
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Long-term Care, IRAs, Estate Planning, Term Life Insurance, Health Insurance, Public Speaking, 401k Rollovers, Asset Protection, Universal Life, Permanent Life Insurance, Disability Insurance, Fundraising, Leadership, Event Planning
Education
University of Virginia 1981 — 1984
Master of Arts (M.A.), Government and Foreign Affairs
Pushkin State Russian Language Institute 1983 — 1983
Russian Language and Literature
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor's degree, History
Masters in Financial Plannng
Russian Language
New York Life Insurance Company April 2010 - Present
MetLife January 2002 - April 2010
NYC School Construction Authority August 1997 - January 2002
MTA August 1995 - August 1997
NYC Department of Information Technology and Telecommunications January 1989 - August 1995
Skills
Vendor Management, Sourcing, Contract Negotiation, Procurement, Contract Management, Purchasing, Management, Project Management, Cross-functional Team..., Negotiation, Change Management, RFP, Outsourcing, SAP, Team Building, Strategic Sourcing, Business Process..., Supply Management, Supply Chain Management, Program Management, Supply Chain, Global Sourcing, Leadership, Operations Management
Education
Queens College 1984 — 1988
BA, Labor Law/Studies
Retired VP Human Resources May 2015 - Present
New York Life Insurance Company February 2000 - Present
New York Life Insurance Company February 2000 - March 2011
JPMorgan 1973 - 1999
Skills
Retirement, Insurance, Leadership Development, Program Management, Human Resources, Series 7, Team Building, Employee Benefits, Strategic Planning, Strategy, Financial Services, Succession Planning, Organizational..., Process Improvement, Vendor Management, Risk Management, Change Management, Leadership, Executive Management
Education
Queens College 1970 — 1972
BA, Early Childhood Education
Valparaiso University 1968 — 1970
New York Life Insurance Company December 2008 - Present
Skills
Recruiting, College Recruiting, Financial Recruiting, Training
Education
Queens College 2004 — 2008
BA, History
hanc
JP Morgan Chase April 2010 - Present
New York Life Insurance Company June 2009 - December 2009
Education
Purdue University 2005 — 2009
Bachelors, Economics
Corporation Customer Service and Sales RepresentativeActive World SolutionsJune 2012 - April 2014
Administration for Children’s Services August 2011 - March 2012
Goodwill Industries of Greater NY & Northern NJ December 2010 - August 2011
Department Mental Health and Hygiene September 2010 - December 2010
New York Life Insurance Company June 2008 - October 2009
Phillips-Van Heusen Corporation September 1997 - February 2008
Skills
Training, Customer Service, Management, Sales, E-commerce, Interviews, Microsoft Excel, Cold Calling, Call Centers, Research, Troubleshooting, Insurance, Public Speaking, Microsoft Office, Time Management, Copywritng
Education
Queens College 2014 — 2014
Women and Work Job Training Certificate
The City College (CUNY)
Bachelor of Science, Psychology
Gibbs
Certificate, Visual Communications
New York State
Raritan Valley Community
Certificate, International Business
The City College (CUNY)
BS, Psychology
New York Life Insurance Company AgentNew York Life Insurance Company2006 - 2009
Education
Queens College 2002 — 2006
BA, Linguistics
Queensborough Community College 2000 — 2002
Associate's degree, Computer Applications
New York Life Insurance Company March 2014 - Present
Evansville Courier & Press August 2012 - Present
Author 2000 - 2014
Redstitch, LLC September 2013 - September 2013
Lifesong Academy January 2013 - August 2013
Cady Wellness Institute July 2012 - January 2013
Bobs gym February 2012 - April 2012
EVSC September 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Healthcare, Journalism, Public Relations, Social Media, Event Planning, Public Speaking, Social Networking, Editing, Event Management, Nonprofits, Facebook, Fundraising, Social Media Marketing, Press Releases, Wellness, Marketing, Blogging, Advertising, Marketing Communications, Leadership, Community Outreach, Online Marketing, Leadership Development, Marketing Strategy, Team Building, Team Leadership, Coaching, Training, Newsletters, Organizational..., Sales, Volunteer Management, Dreamweaver, Online Advertising, Media Relations, Copy Editing, Creative Writing, Teaching, Strategic Communications, Project Planning, Email Marketing
Education
Purdue University 1998 — 2003
Bachelor of Science (B.S.), Youth, Adult, and Family Services
University of Southern Indiana
New York Life Insurance Company
Skills
Financial Analysis, Strategic Financial..., Business Analysis, Insurance, Risk Management, Financial Services, Financial Reporting
Education
Queen's College
BA, Accounting
WhiteCap Development Limited August 2013 - Present
SST Bakken Properties, LLC June 2013 - Present
American Strategic Holdings, LLC December 2002 - Present
Sustainable Building Innovations May 2011 - July 2013
State of Rhode Island, Office of the Governor November 2009 - January 2011
Central Rhode Island Development Corporation July 1996 - November 2002
Kunkel Strategic Services, IBC January 1995 - October 2002
Gilbane Building Company January 1986 - June 1990
New York Life Insurance Company December 1985 - December 1989
Federal Home Loan Bank of Chicago July 1979 - November 1985
Skills
Strategic Planning, Renewable Energy, Entrepreneurship, Mergers, Finance, Economics, Corporate Training, Corporate Governance
Education
The University of Chicago 1978 — 1981
A.M., Social Science/Economics
Providence College 1974 — 1978
B.A., Economics
S&P November 2011 - Present
New York Life Insurance Company June 2011 - November 2011
Alere, Inc. September 2010 - July 2011
New York Life Insurance Company March 2010 - September 2010
Skills
Pegasystems PRPC, Pega PRPC, Oracle, SOA
Education
Pune Institute of Computer Technology
BS, Computer
St. John's University June 2007 - June 2009
North Fork Bank March 2005 - May 2007
New York Life Insurance Company March 2004 - March 2005
MetLife January 2001 - February 2004
TRAVELERS TELECOM January 1997 - January 2001
MARRIOTT MARQUIS January 1994 - January 1997
Marriott Hotel January 1992 - January 1994
Skills
Training, Marketing, Sales, Event Management, Event Planning, Marketing Strategy, New Business Development, Customer Service, Hotels, Sales Operations, Insurance, Finance, Investments, Strategic Financial..., Hospitality Industry, Banking, Employee Benefits, Portfolio Management, Meeting Planning, Catering
Education
Providence College 1984 — 1988
Bachelors of Arts, Humanities
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2011 - Present
Diamond Futures November 2006 - June 2012
Precision Trading January 2004 - January 2006
COMEX January 1997 - December 2004
Dean Witter Reynolds/Carr Futures January 1993 - December 1997
Skills
Insurance, Risk Management, Retirement Planning, Investments, Financial Services, Retirement, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Protection..., Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Financial Risk, Fixed Income, Series 7, Financial Analysis, Finance, Analysis, Capital Markets, Financial Modeling, Options
Education
Queen's University Belfast 1980 — 1983
Economics Honors Degree, Economics, Economic History
New York Life Insurance Company September 2010 - November 2012
Skills
Insurance, Strategic Planning, Life Insurance, Fixed Annuities, Change Management, Risk Management, Business Strategy, Underwriting, Process Improvement, Health Insurance, Property & Casualty..., New Business Development, Employee Benefits, Mergers, Sales Management, Customer Service
Education
Queens College 1974 — 1979
Psychology
Arden Asset Management October 2014 - Present
SSARIS Advisors, LLC, a State Street Global Advisors company May 2011 - July 2014
New York Life Insurance Company July 2010 - May 2011
Skills
Hedge Funds, Analytics, Sales, Bloomberg Terminal, PerTrac, Consultants, Taft-Hartley, RFP, High Net Worth..., Institutional..., Pension Funds, CRM, Marketing
Education
State University of New York College at Purchase 2004 — 2008
Bachelor of Arts (B.A.)
IONA Prep 1999 — 2003
New York Life Insurance Company November 2010 - Present
Johnson & Johnson January 2005 - March 2010
Avon Cosmetics April 1996 - December 2004
Citibank May 1986 - April 1996
Colgate Palmolive June 1975 - May 1986
Education
City University of New York-Queens College
BA, Accounting
New York Life Insurance Company October 2012 - October 2013
New York Life Insurance Company October 2009 - October 2012
New York Life Insurance Company October 2007 - October 2009
New York Life Insurance Company October 2005 - October 2007
New York Life Insurance Company October 2003 - October 2005
Skills
SQL, Visio, Business Intelligence, SDLC, Requirements Analysis, Business Analysis, Enterprise Architecture, Microsoft Office, SharePoint, Java, Oracle, AJAX, Shell Scripting, JSP, CSS, PL/SQL, Unix, JavaScript, Software Development, Database Design, SOA, Agile Methodologies, Microsoft SQL Server
Education
University of Phoenix 2009 — 2011
Bachelor of Science (BS), Information Technology
Purdue University
Guy Carpenter November 2012 - Present
New York Life Insurance Company December 1989 - March 2012
Skills
Insurance, Visio, Microsoft Office, Microsoft Excel, Lotus Notes, SharePoint, Process Improvement, Access, Training, Analysis, Business Analysis, Customer Service, System Administration, Management, Leadership, Microsoft Word, Team Leadership, Time Management, Human Resources, Employee Relations, Vendor Management, Employee Benefits, SAP, Recruiting, Budgets, Risk Management
Education
Queensborough Community College
Associate of Arts and Sciences (A.A.S.), Data Processing
New York Life Insurance Company September 2008 - Present
GLWallpaperService Open Source Project December 2010 - Present
The Digital Arts Experience August 2012 - February 2013
CBGB January 2006 - October 2006
Skills
Java, Web, Android, SQL, XML, JavaScript, CSS, HTML, MySQL, Mac OS X, Linux, Web Services, Oracle, JSP, PHP, Unix, OS X, Spring, Git, Eclipse, Integration, Cloud Computing, Programming, Spring Framework
Education
SUNY New Paltz 2003 — 2007
BA, Computer Science
Queens College 2002 — 2003
New York Life Insurance Company February 2014 - Present
New York Life 1998 - February 2014
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Whole Life, Series 6, Series 63, Universal Life, Retirement, Insurance, Disability Insurance, Estate Planning, Financial Planners, Financial Services, Wealth, Wealth Accumulation, Retirement Savings, Personal Finance, Asset Management, Life & Health Insurance..., Defined Benefit, FINRA, Pensions, Small Business, Asset Protection
Education
Queens College 1969 — 1974
Bachelor's degree, Political Science and Communication
The American College
CLU, ChFC
W H Financial / www.hudins.com October 2010 - Present
John Hancock Financial Network May 2006 - October 2010
New York Long Term Care Brokers August 2004 - May 2006
New York Sports Club July 2003 - August 2004
Allstate June 1996 - July 2003
New York Life Insurance Company January 1993 - June 1996
NPA Associates July 1992 - January 1993
The Pillsbury Company January 1992 - July 1992
Scandanavian Sun Suntanning Salons Inc. March 1987 - January 1992
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Financial Planners, Long-term Care, Wealth, Risk Management, 401k, IRAs, Disability Insurance, Strategic Financial..., Critical Illness, Mutual Funds, Health Insurance, Financial Advisory, Wealth Management, Estate Planning, Underwriting, Sales, Accident, Financial Services, Employee Benefits, Long Term Care Insurance, Uniform Combined State..., Pensions, Series 63, Property & Casualty..., Universal Life, Series 6, Series 7, Financial Risk, Workers Compensation, Securities, Commercial Insurance, Brokers, General Insurance, Investments, Financial Analysis, Asset Management, Relationship Management, Investment Advisory, Equities, Medicare, Whole Life, Wealth Accumulation, Small Business, Finance
Education
Bernard Baruch College 1990 — 1992
Bachelor’s Degree, Major : International Marketing / Minor : Finance and Business Journalism, 3.5 GPA Major Course of Studies
Queens College 1989 — 1990
Bachelor’s Degree, Liberal Arts and Sciences, General Studies and Humanities / Minor : Art History, GPA 3.5
Queensborough Community College 1987 — 1989
Associate’s Degree, Major : Business Management / Exercise Physiology / Minor : Diet and Nutrition, GPA 3.5
Queens College 1985 — 1987
BS Liberal Arts Minor : Art History, Major : Liberal Arts and Sciences, General Studies and Humanities / Minor Art History, GPA 3.2
International Association of Registered Financial Consultants
In 2010 Received the Industry Designation of Registered Financial Consultant (RFC), Financial Services
POHS Institute
Currently holds Property and Casualty Insurance License
Pohs Institute
Currently holds a Life and Accident and Health Insurance License for most states in the US
Port Authority of NY & NJ March 2014 - June 2015
High Efficiency Mechanical Corp. August 2012 - January 2014
New York Life Insurance Company August 2011 - April 2012
New York City Department of Consumer Affairs August 2010 - July 2011
Office of Student Life and Community Partnerships August 2008 - May 2010
Skills
Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Online Marketing, Social Media Marketing, Administration, Office Administration, Sales, Nonprofits, Data Entry, Event Management, Community Outreach, Training, Outlook, Public Speaking, Policy, Social Media, Research, Social Networking, Time Management, Project Management
Education
State University of New York College at Purchase 2006 — 2010
Sociology, Sociology, Psychology
Purchase College, SUNY
Sociology
For a Registered Representative & Enrolled Agent 2005 - Present
Lou Figliuzzi, CPA June 2007 - June 2009
Karpinski & Associates 1998 - 2006
New York Life Insurance Company 1986 - 1995
The Dreyfus Corporation 1984 - 1986
Education
Queens College 1982 — 1984
BA, Accounting
SUNY Stony Brook 1979 — 1981
Economics
MUFG Americas April 2011 - Present
New York Life Insurance Company 1998 - February 2011
AT & T 2000 - 2001
Dow Jones Telerate 1994 - 1998
Computer Sciences Corporation 1993 - 1994
Skills
Java Enterprise Edition, UML, XML, Oracle, Perl, Java, Web Services, SQL, SOA, MySQL, Databases, JSP, SOAP, EJB, Shell Scripting, AJAX, Servlets, Enterprise Architecture
Education
Purdue University 1989 — 1993
PhD, Computer Sciences
New York Life Insurance Company August 2012 - Present
CSG Advantage August 2011 - February 2013
In-Store Advantage Solutions, Inc. March 2011 - August 2011
Education
Purdue University 1999 — 2003
BFA, Theatre
New York Life Insurance Company October 2008 - Present
New York Life Ins Co January 2006 - October 2008
Sansone Funeral Home March 1983 - March 2004
Skills
Estate Planning, Securities, Insurance, Mutual Funds, Investments, Retirement Planning, Financial Services, Series 7, Fixed Annuities, Retirement, Risk Management, Series 63
Education
Providence College
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company May 2001 - Present
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Skilled Multi-tasker
Education
Providence College 1995 — 1999
Bachelor of Science, Business Management
Bayou Art Glass January 1995 - Present
New York Life Insurance Company November 1990 - Present
Education
Purdue University 1966 — 1970
BSEE, Electrical Engineering
Legacy Financial Group, LLC/MassMutual September 2011 - Present
New York Life Insurance Company May 2009 - November 2011
Black Irish Productions January 2006 - June 2009
Bank of America Merrill Lynch January 2007 - March 2008
Education
Providence College 2002 — 2006
Business Administration, Managment/ Marketing
John Hancock Retirement Plan Services April 2014 - Present
New York Life Insurance Company November 2013 - April 2014
Mercer September 2000 - October 2013
Skills
401k, Retirement, ERISA, PowerPoint, Microsoft Excel, Microsoft Word, Defined Contribution
Education
Providence College 1996 — 2000
BA, Political Science
T. Rowe Price Administrative AssistantT. Rowe Price2007 - Present
New York Life Insurance Company March 2003 - March 2006
Skills
Outlook, PowerPoint, Word, Excel, Microsoft Office, Event Planning
Education
Queens College 1986 — 1991
BA, Communications
New York Life Insurance Company February 2004 - Present
Skills
J2EE, Software Engineering, Splunk, Java Enterprise..., OOAD, SQL, UCCE IP Call Center, Application Servers, Web Development, Visual Studio, System Integrators, Business Analysis, Disaster Recovery, SDLC, Enterprise Architecture
Education
City University of New York-Queens College
Master, Computer Science
New York Life Insurance Company 2009 - 2011
Green Bananas Inc. July 2002 - October 2008
FICO 2000 - 2002
FICO 1999 - 2000
Skills
SAS, Business Objects, JCL, MVS, Syncsort, Fileaid, HTML, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Series 63, Series 6, Life & Health Insurance..., Variable Annuities..., Microsoft Project, Apple Numbers, Apple Keynotes, Apple Pages
Education
Queens College
APS Pension and Financial Services 1990 - Present
Pension Review Services Inc 1983 - 1990
New York Life Insurance Company 1977 - 1983
Skills
Pensions, 401k, Retirement, Employee Benefits, Defined Benefit, Pension Administration, Pension Funds, Insurance, Actuarial Science, Defined Contribution, Retirement Planning, Profit Sharing, Qualified Retirement..., ERISA, Mutual Funds, Retirement Plan..., Wealth Management, Financial Advisory, 403 b, Fixed Annuities
Education
Queens College 1971 — 1975
Bachelor's degree, Psychology - Sociology and Mathematics
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
New York Life Insurance Company April 1998 - Present
Skills
SDLC, Vendor Management, Business Analysis, Team Leadership, Project Planning, Quality Assurance, Project Management, Leadership, Insurance
Education
Providence College 1993 — 1997
Bachelor's degree, Marketing
Half Hollow Hills High School East 1990 — 1993
Diploma
MetLife June 2012 - Present
New York Life Insurance Company November 2006 - March 2012
Deloitte Consulting June 2001 - October 2006
MetLife June 1990 - May 2001
Skills
Actuarial Science, Internal Audit, Life Insurance, Pensions, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Solvency II, Management, Strategy, Investments, Auditing, Insurance, Reinsurance, Risk Management
Education
Queens College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics, 3.8
New York Life Insurance Company 1989 - Present
New York Life Investment Management LLC 1989 - Present
Education
Queens College 1988 — 1992
Bachelor of Arts (BA), English Literature (British and Commonwealth)
East Meadow High School 1978 — 1980
Greystar January 2015 - Present
State Street June 2011 - December 2014
New York Life Insurance Company September 2010 - April 2011
Skills
Accounting, Fund Accounting, Mutual Funds, Cash Management, Account Reconciliation, Financial Reporting, Financial Statements, Financial Analysis, Asset Management, Real Estate, Investment Properties, Rentals, First Time Home Buyers, Sellers, Foreclosures, Buyers, Residential Homes, Condos
Education
Providence College
Bachelor's degree, Accounting and Business/Management
Lincoln Sudbury H.S.
New York Life Insurance Company April 2013 - October 2013
Mrs. Beard's Residence September 1991 - December 2012
Caliber Design Planning, Inc. October 1984 - September 1991
Skills
Office Management, Retirement Planning, Customer Service, Marketing, Business Planning, Excellent Communicator, Debt Management, Fixed Annuities, Term Life Insurance, Financial Analysis, Public Speaking, Insurance, Program Management, Social Media, Sales, Marketing Strategy, Team Building, Leadership, Management, Microsoft Office, Social Networking
Education
Queens College
Communications
New York Life Insurance Company November 2013 - Present
Dish Network September 2009 - November 2013
Education
Queens College 2010 — 2014
Bachelor of Art (BA), Acconting
Belarussin State University 2001 — 2007
Masters, Business/Managerial Economics
Queens College
New York Life Insurance Company April 1994 - Present
Sheft & Sheft 1990 - 1994
WS&G Real Estate, Inc. 1985 - 1990
Skills
Real Estate Lease...
Education
Queens College 1978 — 1981
Bachelor of Arts in Accounting
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company July 2012 - April 2014
New York Life Insurance Company July 2011 - July 2012
New York Life Insurance Company January 2010 - July 2011
Skills
Actuarial Science, Financial Analysis, Technological Innovation, Financial Modeling
Education
Purdue University
Bachelor of Science, Honors Actuarial Science and Statistics, GPA: 3.87
New York Life Insurance Company August 2015 - Present
Lyons Mortgage Services, Inc. July 2012 - July 2015
Hunan Dynasty 2010 - 2011
Skills
Teamwork, Banking, Operations Management, Financial Analysis, Customer Service, Mortgage Lending, Social Media, Client Relations, Microsoft Office, Process Improvement, Project Management, Outlook, Finance, Customer Satisfaction, Loans, Time Management, Team Leadership, Forecasting, Microsoft Word, Calyx Point
Education
Queens College 2012 — 2014
Bachelor's Degree, Corporate Finance & Economics
Benjamin N. Cardozo High School 2005 — 2009
High School