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
Kevin Beasley Kevin Beasley's New York Life Insurance Company Experience November 2013 - Present
Job Passionate Agent at New York Life helping to protect families and businesses in the Greater Richmond area.
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
NYLIFE Securites LLC June 2014 - Present
John R. Smith Insurance Agency, Inc. August 2012 - November 2013
ALPS Corporation August 2011 - August 2012
Sun Life Financial December 2007 - April 2010
New Clients, Inc. 1997 - 2001
Skills
Insurance, Small Business, Annuity Sales, Asset Protection, Estate Planning, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Succession Planning, Thought Leadership, Wealth Preservation..., Licensed in Long Term..., Contract Negotiation, Team Building, Management, Negotiation
Education
Virginia Commonwealth University - School of Business 1991 — 1994
BS
Radford University 1989 — 1991
New York Life Insurance Company November 2013 - Present
NYLIFE Securites LLC June 2014 - Present
John R. Smith Insurance Agency, Inc. August 2012 - November 2013
ALPS Corporation August 2011 - August 2012
Sun Life Financial December 2007 - April 2010
New Clients, Inc. 1997 - 2001
Skills
Insurance, Small Business, Annuity Sales, Asset Protection, Estate Planning, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Succession Planning, Thought Leadership, Wealth Preservation..., Licensed in Long Term..., Contract Negotiation, Team Building, Management, Negotiation
Education
Virginia Commonwealth University - School of Business 1991 — 1994
BS
Radford University 1989 — 1991
Phillip Pappas Phillip Pappas's New York Life Insurance Company Experience June 2012 - June 2013
Job Fundraising Coordinator at Muscular Dystrophy Association
Industry Nonprofit Organization Management
Experience
Muscular Dystrophy Association June 2013 - Present
IGreekU January 2012 - September 2014
New York Life Insurance Company June 2012 - June 2013
Hamden Youth Services Bureau January 2012 - June 2012
Apex Direct, Inc August 2011 - December 2011
Skills
Marketing, PowerPoint, Facebook, Social Media, Microsoft Excel, Sales, Management, Research, Microsoft Word, Life Insurance, Event Management, Fundraising, Advertising, Brand Management, Consumer Behaviour, Organization, Office Management, Financial Services, Retirement Planning, Strategic Financial..., Insurance, Sales Presentations
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Entrepreneurship and Small Business Management
Muscular Dystrophy Association June 2013 - Present
IGreekU January 2012 - September 2014
New York Life Insurance Company June 2012 - June 2013
Hamden Youth Services Bureau January 2012 - June 2012
Apex Direct, Inc August 2011 - December 2011
Skills
Marketing, PowerPoint, Facebook, Social Media, Microsoft Excel, Sales, Management, Research, Microsoft Word, Life Insurance, Event Management, Fundraising, Advertising, Brand Management, Consumer Behaviour, Organization, Office Management, Financial Services, Retirement Planning, Strategic Financial..., Insurance, Sales Presentations
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Entrepreneurship and Small Business Management
Jok Duop Jok Duop's New York Life Insurance Company Experience May 2012 - September 2012
Job agent at NOVO 1
Industry Insurance
Experience
NOVO 1 September 2012 - Present
New York Life Insurance Company May 2012 - September 2012
The Home Depot March 2005 - September 2012
Skills
Customer Service, Marketing, Sales, Lead Generation, Health Insurance, Insurance, Direct Marketing, Call Center, Customer Retention, Microsoft Office, Social Media, Customer Satisfaction, Marketing Strategy, Microsoft Excel, Leadership
Education
Strayer University 2013 — 2015
Master of Public Administration (MPA), Public Policy Analysis
UTDallas 2008 — 2011
Political Science and Government
Richland College 2006 — 2008
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
NOVO 1 September 2012 - Present
New York Life Insurance Company May 2012 - September 2012
The Home Depot March 2005 - September 2012
Skills
Customer Service, Marketing, Sales, Lead Generation, Health Insurance, Insurance, Direct Marketing, Call Center, Customer Retention, Microsoft Office, Social Media, Customer Satisfaction, Marketing Strategy, Microsoft Excel, Leadership
Education
Strayer University 2013 — 2015
Master of Public Administration (MPA), Public Policy Analysis
UTDallas 2008 — 2011
Political Science and Government
Richland College 2006 — 2008
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Frank Meeder's New York Life Insurance Company Experience November 2012 - 2013
Job Investment Advisor Representative at Voya Financial Advisors, Inc
Industry Financial Services
Experience
ING Financial Partners January 2014 - April 2015
New York Life Insurance Company November 2012 - 2013
Waddell & Reed October 2010 - 2012
Education
Towson University 1972 — 1974
Bachelor of Arts (BA)
Randolph-Macon College 1970 — 1972
ING Financial Partners January 2014 - April 2015
New York Life Insurance Company November 2012 - 2013
Waddell & Reed October 2010 - 2012
Education
Towson University 1972 — 1974
Bachelor of Arts (BA)
Randolph-Macon College 1970 — 1972
Nathan Jolley Nathan Jolley's New York Life Insurance Company Experience September 2014 - Present
Job Passionate Agent with New York Life helping families in the Greater Boston Area
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Spectrum Health Systems, Inc. July 2008 - May 2010
Harbor Chase Assisted Living December 2006 - May 2008
Skills
Customer Service, Microsoft Office, Management, PowerPoint, Team Building, Sales Management, Problem Solving, Communication
Education
Quinsigamond Community College 2009 — 2011
Business
New York Life Insurance Company September 2014 - Present
Spectrum Health Systems, Inc. July 2008 - May 2010
Harbor Chase Assisted Living December 2006 - May 2008
Skills
Customer Service, Microsoft Office, Management, PowerPoint, Team Building, Sales Management, Problem Solving, Communication
Education
Quinsigamond Community College 2009 — 2011
Business
Matthew Knudson Matthew Knudson's New York Life Insurance Company Experience August 2009 - May 2010
Job Investment Management Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems February 2013 - Present
CNO Financial Group June 2010 - January 2013
New York Life Insurance Company August 2009 - May 2010
American Family Insurance September 2008 - November 2008
Skills
Microsoft Office, Excel, PowerPoint, Microsoft Excel, Customer Service, Process Improvement, Investment Management, Insurance, Equities, Consulting, Health Insurance, Portfolio Management, Sales
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance and Entrepreneurial
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurial
FactSet Research Systems February 2013 - Present
CNO Financial Group June 2010 - January 2013
New York Life Insurance Company August 2009 - May 2010
American Family Insurance September 2008 - November 2008
Skills
Microsoft Office, Excel, PowerPoint, Microsoft Excel, Customer Service, Process Improvement, Investment Management, Insurance, Equities, Consulting, Health Insurance, Portfolio Management, Sales
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance and Entrepreneurial
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurial
Ben Berry Ben Berry's New York Life Insurance Company Experience November 2009 - December 2014
Job Berry Wealth Strategies, LLC
Industry Financial Services
Experience
Berry Wealth Strategies, LLC January 2015 - Present
Eagle Strategies, LLC April 2014 - December 2014
New York Life Insurance Company November 2009 - December 2014
Shenandoah Life Insurance Company June 2008 - September 2008
Carilion Clinic June 2007 - August 2007
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Liberty High School
Berry Wealth Strategies, LLC January 2015 - Present
Eagle Strategies, LLC April 2014 - December 2014
New York Life Insurance Company November 2009 - December 2014
Shenandoah Life Insurance Company June 2008 - September 2008
Carilion Clinic June 2007 - August 2007
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Liberty High School
Cecil Austin's New York Life Insurance Company Experience 2012 - 2013
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2014 - Present
C&H insurance 2010 - Present
New York Life Insurance Company 2012 - 2013
IBM January 2005 - July 2008
IBM January 2001 - December 2004
US Navy 1991 - 1999
Skills
MCP, Life Insurance, Microsoft Office, Sales, Microsoft Certified..., Insurance, Commercial Insurance, Property & Casualty..., Strategic Planning, Customer Service, Marketing, Small Business, Team Building, Account Management, Leadership, Disability Insurance
Education
University of Phoenix 2009 — 2011
Master of Accounting, Accounting and Finance
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Rensselaer Polytechnic Institute 1997 — 2000
Bachelor’s Degree, Computer Engineering minor Computer Science
Liberty Mutual Insurance January 2014 - Present
C&H insurance 2010 - Present
New York Life Insurance Company 2012 - 2013
IBM January 2005 - July 2008
IBM January 2001 - December 2004
US Navy 1991 - 1999
Skills
MCP, Life Insurance, Microsoft Office, Sales, Microsoft Certified..., Insurance, Commercial Insurance, Property & Casualty..., Strategic Planning, Customer Service, Marketing, Small Business, Team Building, Account Management, Leadership, Disability Insurance
Education
University of Phoenix 2009 — 2011
Master of Accounting, Accounting and Finance
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Rensselaer Polytechnic Institute 1997 — 2000
Bachelor’s Degree, Computer Engineering minor Computer Science
Katrina Guerra Katrina Guerra's New York Life Insurance Company Experience June 2010 - July 2012
Job Office Manager at JPR International Real Estate
Industry Real Estate
Experience
JPR Real Estate January 2014 - Present
New York Life Insurance Company June 2010 - July 2012
Skills
Administrative..., Office Management, Outlook, Office Administration, Real Estate, Accounts Receivable, QuickBooks, Administration, Customer Service, Process Scheduler, Microsoft Word, Telephone Skills, Microsoft Excel, Budgets, Payroll, PowerPoint, Invoicing, Microsoft Office, Travel Arrangements, Bookkeeping, Access, Marketing, File Management
Education
Queensborough Community College 2008 — 2010
JPR Real Estate January 2014 - Present
New York Life Insurance Company June 2010 - July 2012
Skills
Administrative..., Office Management, Outlook, Office Administration, Real Estate, Accounts Receivable, QuickBooks, Administration, Customer Service, Process Scheduler, Microsoft Word, Telephone Skills, Microsoft Excel, Budgets, Payroll, PowerPoint, Invoicing, Microsoft Office, Travel Arrangements, Bookkeeping, Access, Marketing, File Management
Education
Queensborough Community College 2008 — 2010
Austin DeNio Austin DeNio's New York Life Insurance Company Experience January 2010 - October 2010
Job Analytical | Veteran | ProblemSolver
Industry Leisure, Travel & Tourism
Experience
Good Sam Enterprises May 2012 - Present
Good Sam Enterprises February 2011 - May 2012
Strategic Retirement Solutions October 2010 - February 2011
New York Life Insurance Company January 2010 - October 2010
King Soopers June 2009 - January 2010
United States Army October 2004 - August 2009
Skills
Leadership, Customer Service, Training, Management, Team Leadership, Team Building, Customer Satisfaction, Sales Management, Account Management, Budgets, Sales, Inventory Management, Microsoft Office, Retail, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Marketing, Outlook, Negotiation, Forecasting, Research, Operations Management, Coaching, Problem Solving, Analysis, MS Excel Pivot Tables, Vlookup, Finance, Financial Analysis, Public Speaking, Series 6 (expired)
Education
University of St. Thomas 1997 — 1999
No Degree, English Language and Literature, General
Regis University
Bachelor’s Degree, Business Administration with an emphasis in Finance, Summa Cum Laude
Good Sam Enterprises May 2012 - Present
Good Sam Enterprises February 2011 - May 2012
Strategic Retirement Solutions October 2010 - February 2011
New York Life Insurance Company January 2010 - October 2010
King Soopers June 2009 - January 2010
United States Army October 2004 - August 2009
Skills
Leadership, Customer Service, Training, Management, Team Leadership, Team Building, Customer Satisfaction, Sales Management, Account Management, Budgets, Sales, Inventory Management, Microsoft Office, Retail, Microsoft Excel, Time Management, PowerPoint, Microsoft Word, Marketing, Outlook, Negotiation, Forecasting, Research, Operations Management, Coaching, Problem Solving, Analysis, MS Excel Pivot Tables, Vlookup, Finance, Financial Analysis, Public Speaking, Series 6 (expired)
Education
University of St. Thomas 1997 — 1999
No Degree, English Language and Literature, General
Regis University
Bachelor’s Degree, Business Administration with an emphasis in Finance, Summa Cum Laude
Fred DeFilippo's New York Life Insurance Company Experience December 2001 - Present
Job Vice President, Marketing at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2001 - Present
Chubb 1998 - 2001
SBC Communications January 1992 - December 1998
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Mutual Funds, Life Insurance, Long-term Care, Strategic Financial..., Investments, Financial Services, Marketing Strategy, Disability Insurance, Wealth Management, Series 63, Strategic Planning, Estate Planning, Series 7, Strategic Partnerships, Direct Marketing, Marketing Communications, Database Marketing
Education
Univeristy of New Haven 1980 — 1983
Master of Business Administration (MBA)
Quinnipiac University 1976 — 1980
BS, Accounting & Business Law
New York Life Insurance Company December 2001 - Present
Chubb 1998 - 2001
SBC Communications January 1992 - December 1998
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Mutual Funds, Life Insurance, Long-term Care, Strategic Financial..., Investments, Financial Services, Marketing Strategy, Disability Insurance, Wealth Management, Series 63, Strategic Planning, Estate Planning, Series 7, Strategic Partnerships, Direct Marketing, Marketing Communications, Database Marketing
Education
Univeristy of New Haven 1980 — 1983
Master of Business Administration (MBA)
Quinnipiac University 1976 — 1980
BS, Accounting & Business Law
Caley Sink Caley Sink's New York Life Insurance Company Experience August 2014 - Present
Job Case Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Distinguished Company 2008 - Present
LPL Financial Services October 2007 - July 2010
Dynax America April 2007 - July 2007
Compass Group North America August 2006 - December 2006
CBIZ Payroll November 2005 - June 2006
Vanguard October 2004 - May 2005
Skills
Access, Excel, PowerPoint, Word, SAP, Millennium, Financial Analysis, Data Analysis, Problem Solving, Ad Hoc Reporting, Payroll, Payroll Processing, Payroll Administration, Payroll Taxes, Payroll Software, Multi-state Payroll, Internal Communications, Client Services, Client Communication, Client Interfacing, Internet, Attention To Detail, Fast Learner, Operations, Brokerage, Retail Brokerage, Customer Service, Customer Retention, Anti Money Laundering, Wire Transfers, Securities, Research, Market Research, Problem Analysis, Collaborative Problem..., Problem Management, Blogging, Blogger, Blogging Software, Reuters, NetEx360, Prime Brokerage, Broker-Dealer, Back Office, Organization &..., Close Attention to..., Equity Trading, Social Media Blogging, Creative Direction, Training
Education
Roanoke College 1999 — 2004
Bachelors, Business Administration - Finance
New York Life Insurance Company August 2014 - Present
Distinguished Company 2008 - Present
LPL Financial Services October 2007 - July 2010
Dynax America April 2007 - July 2007
Compass Group North America August 2006 - December 2006
CBIZ Payroll November 2005 - June 2006
Vanguard October 2004 - May 2005
Skills
Access, Excel, PowerPoint, Word, SAP, Millennium, Financial Analysis, Data Analysis, Problem Solving, Ad Hoc Reporting, Payroll, Payroll Processing, Payroll Administration, Payroll Taxes, Payroll Software, Multi-state Payroll, Internal Communications, Client Services, Client Communication, Client Interfacing, Internet, Attention To Detail, Fast Learner, Operations, Brokerage, Retail Brokerage, Customer Service, Customer Retention, Anti Money Laundering, Wire Transfers, Securities, Research, Market Research, Problem Analysis, Collaborative Problem..., Problem Management, Blogging, Blogger, Blogging Software, Reuters, NetEx360, Prime Brokerage, Broker-Dealer, Back Office, Organization &..., Close Attention to..., Equity Trading, Social Media Blogging, Creative Direction, Training
Education
Roanoke College 1999 — 2004
Bachelors, Business Administration - Finance
Duke Wright Duke Wright's New York Life Insurance Company Experience July 2010 - July 2013
Job Insurance, Retirement and Investment Consulting
Industry Insurance
Experience
Infinity Advisory Group April 2014 - Present
New York Life Insurance Company July 2010 - July 2013
Benefiq March 2007 - May 2010
Shaughnessy June 1976 - August 2006
Skills
Life Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Disability Insurance, Whole Life, Umbrella Insurance, Long-term Care, Insurance, General Insurance, Universal Life, Homeowners, Casualty, Legal Liability, Liability, Long Term Care Insurance
Education
Regis University
Business/Commerce, General
Southern Methodist University
Bachelor's degree, Business Administration and Management, General
Infinity Advisory Group April 2014 - Present
New York Life Insurance Company July 2010 - July 2013
Benefiq March 2007 - May 2010
Shaughnessy June 1976 - August 2006
Skills
Life Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Disability Insurance, Whole Life, Umbrella Insurance, Long-term Care, Insurance, General Insurance, Universal Life, Homeowners, Casualty, Legal Liability, Liability, Long Term Care Insurance
Education
Regis University
Business/Commerce, General
Southern Methodist University
Bachelor's degree, Business Administration and Management, General
Michael Wade Michael Wade's New York Life Insurance Company Experience December 2013 - Present
Job A dedicated agent at New York Life, committed to his family and his community.
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC September 2013 - Present
Writer October 1964 - Present
Wade Studios December 1984 - December 2012
Portsmouth Times December 1983 - December 1984
Trans Freight LInes December 1980 - December 1983
Jugolinja December 1976 - December 1980
Skills
Annuity Sales, Asset Protection, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, Insurance, Term Life Insurance, Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Legacy Planning, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Lifetime Income..., Small Business, Retirement
Education
Regent University 2012 — 2014
Kempsville High School 1970 — 1973
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC September 2013 - Present
Writer October 1964 - Present
Wade Studios December 1984 - December 2012
Portsmouth Times December 1983 - December 1984
Trans Freight LInes December 1980 - December 1983
Jugolinja December 1976 - December 1980
Skills
Annuity Sales, Asset Protection, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, Insurance, Term Life Insurance, Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Legacy Planning, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Lifetime Income..., Small Business, Retirement
Education
Regent University 2012 — 2014
Kempsville High School 1970 — 1973
Jennifer Palos Jennifer Palos's New York Life Insurance Company Experience October 1992 - October 1997
Job Accounting Professional
Industry Accounting
Experience
Animal. Supply. Company February 2015 - September 2015
Tindall Mechanical Inc. August 2014 - November 2014
Retalix May 2014 - August 2014
Telligent - Now Zimbra March 2013 - September 2013
PAJ, Inc. December 2012 - March 2013
Chez Palos October 2012 - December 2012
B.A.G. Corp. January 2012 - October 2012
Global 360 which is now part of Open Text September 2001 - December 2011
Beer Wells Real Estate Company October 1997 - September 2001
New York Life Insurance Company October 1992 - October 1997
Skills
Epicor, Crystal Reports, Excel, Word, Outlook, Accounts Payable, General Ledger, Journal Entries, Cash Receipts, Monthly Close, Year End Close, Intercompany, Account Reconciliation, Audit Support, Accounting Research, Financial System..., Process Reviews, Operational Reviews, Interactive Campaigns, Accounts Receivable, General Ledger..., Lockbox, ACH, Check Processing, E-payments, Ad Hoc Reporting, Year-end Close, Microsoft Word, Microsoft Excel, Leadership, Document Management, Invoicing, Process Improvement, Management, Sarbanes-Oxley Act, Strategy, Financial Statements, Finance, Document Imaging, Business Process, Mergers & Acquisitions, Enterprise Content..., Financial Reporting, Program Management, ADP Payroll, Business Process...
Education
Richland Community College 1998 — 2001
Associate
Western Kentucky University 1989 — 1990
N/A
Animal. Supply. Company February 2015 - September 2015
Tindall Mechanical Inc. August 2014 - November 2014
Retalix May 2014 - August 2014
Telligent - Now Zimbra March 2013 - September 2013
PAJ, Inc. December 2012 - March 2013
Chez Palos October 2012 - December 2012
B.A.G. Corp. January 2012 - October 2012
Global 360 which is now part of Open Text September 2001 - December 2011
Beer Wells Real Estate Company October 1997 - September 2001
New York Life Insurance Company October 1992 - October 1997
Skills
Epicor, Crystal Reports, Excel, Word, Outlook, Accounts Payable, General Ledger, Journal Entries, Cash Receipts, Monthly Close, Year End Close, Intercompany, Account Reconciliation, Audit Support, Accounting Research, Financial System..., Process Reviews, Operational Reviews, Interactive Campaigns, Accounts Receivable, General Ledger..., Lockbox, ACH, Check Processing, E-payments, Ad Hoc Reporting, Year-end Close, Microsoft Word, Microsoft Excel, Leadership, Document Management, Invoicing, Process Improvement, Management, Sarbanes-Oxley Act, Strategy, Financial Statements, Finance, Document Imaging, Business Process, Mergers & Acquisitions, Enterprise Content..., Financial Reporting, Program Management, ADP Payroll, Business Process...
Education
Richland Community College 1998 — 2001
Associate
Western Kentucky University 1989 — 1990
N/A
Christopher Hottel Christopher Hottel's New York Life Insurance Company Experience August 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
Skills
Helping Business Owners..., Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Radford University - College of Business and Economics 2006 — 2011
New York Life Insurance Company August 2011 - Present
Skills
Helping Business Owners..., Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Radford University - College of Business and Economics 2006 — 2011
Marina Ravanis Marina Ravanis's New York Life Insurance Company Experience May 2014 - Present
Job Dedicated New York Life Agent helping protect Individuals, Families, and Businesses in the Massachusetts Area
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
OEC Group April 2013 - April 2014
Expeditors May 2011 - April 2013
Cbeyond September 2010 - May 2011
Skills
Sales, Life Insurance, Income Protection, Retirement Planning, Education Funding..., Protection..., Business Insurance..., Business Networking, Building Relationships, Public Speaking, 401k Rollovers, Annuity Sales, Lifetime Income..., Supplements to Employee..., Long-Term Care Insurance
Education
Quinnipiac University
Bachelor's degree, Public Relations/Image Management
University of South Carolina-Columbia
Broadcast Journalism
New York Life Insurance Company May 2014 - Present
OEC Group April 2013 - April 2014
Expeditors May 2011 - April 2013
Cbeyond September 2010 - May 2011
Skills
Sales, Life Insurance, Income Protection, Retirement Planning, Education Funding..., Protection..., Business Insurance..., Business Networking, Building Relationships, Public Speaking, 401k Rollovers, Annuity Sales, Lifetime Income..., Supplements to Employee..., Long-Term Care Insurance
Education
Quinnipiac University
Bachelor's degree, Public Relations/Image Management
University of South Carolina-Columbia
Broadcast Journalism
Karl Ricker Karl Ricker's New York Life Insurance Company Experience July 2013 - December 2013
Job Engineering and Quality Assurance at Innovative Solutions, Inc.
Industry Aviation & Aerospace
Experience
Innovative Solutions, Inc. July 2002 - Present
New York Life Insurance Company July 2013 - December 2013
Sandia National Laboratories August 1984 - September 2012
Texas Instruments March 1984 - February 1985
IBM August 1979 - October 1983
Skills
Systems Engineering, Aerospace, Fortran, Engineering Management, Solidworks, Earned Value Management, Engineering, Software Engineering, Heat Transfer, Embedded Systems, Composites, MathCAD, Photolithography
Education
University of New Mexico 1997 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.54
Rensselaer Polytechnic Institute 1978 — 1979
Master of Engineering (MEng), Materials Engineering, 3.5
The University of New Mexico 1973 — 1977
Bachelor of Applied Science (BASc), Chemistry, 3.11
Innovative Solutions, Inc. July 2002 - Present
New York Life Insurance Company July 2013 - December 2013
Sandia National Laboratories August 1984 - September 2012
Texas Instruments March 1984 - February 1985
IBM August 1979 - October 1983
Skills
Systems Engineering, Aerospace, Fortran, Engineering Management, Solidworks, Earned Value Management, Engineering, Software Engineering, Heat Transfer, Embedded Systems, Composites, MathCAD, Photolithography
Education
University of New Mexico 1997 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.54
Rensselaer Polytechnic Institute 1978 — 1979
Master of Engineering (MEng), Materials Engineering, 3.5
The University of New Mexico 1973 — 1977
Bachelor of Applied Science (BASc), Chemistry, 3.11
Anthony Rudy Anthony Rudy's New York Life Insurance Company Experience May 2005 - January 2006
Job Manager Internal Audit at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial February 2014 - Present
Great-West Financial November 2010 - January 2014
Great-West Financial August 2009 - November 2010
Great-West Financial December 2008 - August 2009
Deloitte & Touche September 2007 - November 2008
Zarlengo Raub LLP April 2006 - December 2006
New York Life Insurance Company May 2005 - January 2006
Colorado Department of Revenue December 2001 - August 2004
Skills
Accounting, Internal Audit, SEC filings, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Financial Accounting, Sarbanes-Oxley, US GAAP, GAAP, Process Improvement, Account Reconciliation, External Audit
Education
Regis University 2003 — 2007
BS, Accounting
Great-West Financial February 2014 - Present
Great-West Financial November 2010 - January 2014
Great-West Financial August 2009 - November 2010
Great-West Financial December 2008 - August 2009
Deloitte & Touche September 2007 - November 2008
Zarlengo Raub LLP April 2006 - December 2006
New York Life Insurance Company May 2005 - January 2006
Colorado Department of Revenue December 2001 - August 2004
Skills
Accounting, Internal Audit, SEC filings, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Financial Accounting, Sarbanes-Oxley, US GAAP, GAAP, Process Improvement, Account Reconciliation, External Audit
Education
Regis University 2003 — 2007
BS, Accounting
Philip C. Gallant, CLTC Philip C. Gallant, CLTC's New York Life Insurance Company Experience September 1992 - July 1997
Job Financial Services Professional and Business Owner
Industry Financial Services
Experience
The Optimus Group, LLC October 2007 - Present
The Optimus Group, LLC / Optimus Wealth Management Group, Inc. October 2007 - Present
The Optimus Group, LLC September 2006 - Present
New York Long-Term Care Brokers, Ltd July 1997 - October 2007
New York Life Insurance Company September 1992 - July 1997
John Hancock August 1988 - September 1992
New York Life February 1982 - July 1986
Skills
Strategic Planning, Insurance, Entrepreneurship, Team Building, Strategic Financial..., Small Business, Marketing, New Business Development, Executive Management, Coaching, Public Speaking, Sales, Leadership, Sales Management, Investments, Disability Insurance, Finance, Financial Planners, Financial Services, Fixed Annuities, Long-term Care, Retirement, Retirement Planning, Wealth Management, Financial Planning, Training, Management, Employee Benefits, Strategy
Education
Rhode Island College 1975 — 1979
BS Education, Music Education
Woonsocket High School 1973 — 1975
Mount St. Charles Academy 1971 — 1973
St. Joseph's Elementary School 1969 — 1971
St. Louis School 1962 — 1969
The Optimus Group, LLC October 2007 - Present
The Optimus Group, LLC / Optimus Wealth Management Group, Inc. October 2007 - Present
The Optimus Group, LLC September 2006 - Present
New York Long-Term Care Brokers, Ltd July 1997 - October 2007
New York Life Insurance Company September 1992 - July 1997
John Hancock August 1988 - September 1992
New York Life February 1982 - July 1986
Skills
Strategic Planning, Insurance, Entrepreneurship, Team Building, Strategic Financial..., Small Business, Marketing, New Business Development, Executive Management, Coaching, Public Speaking, Sales, Leadership, Sales Management, Investments, Disability Insurance, Finance, Financial Planners, Financial Services, Fixed Annuities, Long-term Care, Retirement, Retirement Planning, Wealth Management, Financial Planning, Training, Management, Employee Benefits, Strategy
Education
Rhode Island College 1975 — 1979
BS Education, Music Education
Woonsocket High School 1973 — 1975
Mount St. Charles Academy 1971 — 1973
St. Joseph's Elementary School 1969 — 1971
St. Louis School 1962 — 1969
Bob Cote Jr Bob Cote Jr's New York Life Insurance Company Experience October 2011 - April 2014
Job Financial Advisor at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group August 2015 - Present
MassMutual Financial Group April 2014 - July 2015
New York Life Insurance Company October 2011 - April 2014
Skills
Retirement Planning, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Management, Wealth Accumulation, College Savings Plans, 401k Rollovers, 401k, Buy-Sell Funding..., Distribution Strategies, Estate Planning, Series 65, Series 63, Series 6, Asset Allocation, Roth IRA, IRAs, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Rhode Island College
Bachelor of Arts (B.A.), Psychology
Legacy Financial Group August 2015 - Present
MassMutual Financial Group April 2014 - July 2015
New York Life Insurance Company October 2011 - April 2014
Skills
Retirement Planning, Financial Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Management, Wealth Accumulation, College Savings Plans, 401k Rollovers, 401k, Buy-Sell Funding..., Distribution Strategies, Estate Planning, Series 65, Series 63, Series 6, Asset Allocation, Roth IRA, IRAs, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Rhode Island College
Bachelor of Arts (B.A.), Psychology
Nancy Mooring Nancy Mooring's New York Life Insurance Company Experience 1988 - 1993
Job Broker realtor at Coldwell Banker SeaCoast Realty Brunswick County NC to Myrtle Beach
Industry Real Estate
Experience
Coldwell Banker SeaCoast Advantage 2012 - Present
Green Fortified Homes 2005 - 2012
New York Life Insurance Company 1988 - 1993
Skills
Short Sales, First Time Home Buyers, Real Estate, Foreclosures, Sellers, Listings, Relocation, REO, Residential Homes, Investment Properties, Condos, New Home Sales, Investors
Education
Radford University
Bachelor of Science (BS)
Coldwell Banker SeaCoast Advantage 2012 - Present
Green Fortified Homes 2005 - 2012
New York Life Insurance Company 1988 - 1993
Skills
Short Sales, First Time Home Buyers, Real Estate, Foreclosures, Sellers, Listings, Relocation, REO, Residential Homes, Investment Properties, Condos, New Home Sales, Investors
Education
Radford University
Bachelor of Science (BS)
Ben Tuck Ben Tuck's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company July 2012 - Present
Southwest Virginia Holdings, LLC October 2009 - Present
Virginia Farm Bureau June 2010 - June 2012
Southern Farm Bureau June 2010 - June 2012
Wild Dawgs May 2008 - June 2010
Small Business Development Center August 2009 - May 2010
Brown, Edwards & Company, L.L.P. January 2009 - April 2009
Education
Radford University - College of Business and Economics 2005 — 2010
BBA, Finance
Pulaski County High School 2001 — 2005
Advanced High School Diploma
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company July 2012 - Present
Southwest Virginia Holdings, LLC October 2009 - Present
Virginia Farm Bureau June 2010 - June 2012
Southern Farm Bureau June 2010 - June 2012
Wild Dawgs May 2008 - June 2010
Small Business Development Center August 2009 - May 2010
Brown, Edwards & Company, L.L.P. January 2009 - April 2009
Education
Radford University - College of Business and Economics 2005 — 2010
BBA, Finance
Pulaski County High School 2001 — 2005
Advanced High School Diploma
Achilles La Salle's New York Life Insurance Company Experience April 2013 - September 2013
Job Leader Relations Specialist at Roadtrip Nation
Industry Education Management
Experience
Roadtrip Nation July 2015 - Present
Moreno Valley Unified School District October 2014 - July 2015
ProAps January 2014 - August 2014
Noctua Interactive October 2013 - January 2014
New York Life Insurance Company April 2013 - September 2013
World Financial Group (WFG) November 2011 - March 2013
RR Donnelley October 2009 - March 2012
Wells Fargo September 2007 - January 2009
Sears, Roebuck and Co. August 2006 - September 2007
Skills
Entrepreneurship, Customer Service, Entertainment, Time Management, Microsoft Office, Training Delivery, Employee Training, Training, Coaching, Leadership, Event Planning, Marketing, Social Networking, Public Speaking, Team Building, Social Media Marketing, Social Media
Education
University of California, Riverside 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Riverside Community College 2004 — 2007
Associate of Arts (A.A.), Associate of Science (A.S.), English Language and Literature, General
Middle College High School Program at RCCMV 2004 — 2006
High School Diploma and Associates in Art and Science, English Language and Literature, General
Valley View High School 2002 — 2006
High School Diploma
Roadtrip Nation July 2015 - Present
Moreno Valley Unified School District October 2014 - July 2015
ProAps January 2014 - August 2014
Noctua Interactive October 2013 - January 2014
New York Life Insurance Company April 2013 - September 2013
World Financial Group (WFG) November 2011 - March 2013
RR Donnelley October 2009 - March 2012
Wells Fargo September 2007 - January 2009
Sears, Roebuck and Co. August 2006 - September 2007
Skills
Entrepreneurship, Customer Service, Entertainment, Time Management, Microsoft Office, Training Delivery, Employee Training, Training, Coaching, Leadership, Event Planning, Marketing, Social Networking, Public Speaking, Team Building, Social Media Marketing, Social Media
Education
University of California, Riverside 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Riverside Community College 2004 — 2007
Associate of Arts (A.A.), Associate of Science (A.S.), English Language and Literature, General
Middle College High School Program at RCCMV 2004 — 2006
High School Diploma and Associates in Art and Science, English Language and Literature, General
Valley View High School 2002 — 2006
High School Diploma
Jeffrey Hannett's New York Life Insurance Company Experience December 2014 - May 2015
Job _ at _
Industry Insurance
Experience
_ May 2015 - Present
New York Life Insurance Company December 2014 - May 2015
WyzAnt Tutoring November 2012 - January 2015
Columbia Memorial Hospital February 2013 - December 2014
First Niagara Bank March 2014 - October 2014
Cascades September 2010 - October 2012
GTE - Gas Turbine Efficiency December 2006 - September 2010
Stainless Design Concepts November 2005 - December 2006
Skills
Life Insurance, Term Life Insurance, Asset Protection, business insurance..., Buy-sell Agreements, Income Protection, Key Person Protection, legacy planning, Project Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
Bachelor's Degree
_ May 2015 - Present
New York Life Insurance Company December 2014 - May 2015
WyzAnt Tutoring November 2012 - January 2015
Columbia Memorial Hospital February 2013 - December 2014
First Niagara Bank March 2014 - October 2014
Cascades September 2010 - October 2012
GTE - Gas Turbine Efficiency December 2006 - September 2010
Stainless Design Concepts November 2005 - December 2006
Skills
Life Insurance, Term Life Insurance, Asset Protection, business insurance..., Buy-sell Agreements, Income Protection, Key Person Protection, legacy planning, Project Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
Bachelor's Degree
John T. Conte, CFP® John T. Conte, CFP®'s New York Life Insurance Company Experience January 2011 - May 2013
Job Vice President at Empire Wealth Strategies
Industry Financial Services
Experience
Penn Mutual May 2013 - Present
New York Life Insurance Company January 2011 - May 2013
Northwestern Mutual September 2002 - December 2010
Skills
Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Investments, Retirement, Financial Planning, Relationship Management, Series 7, Project Management, Public Speaking, Financial Statement..., Product Development, FINRA, FINRA Series 7, FINRA Series 66, Life & Health Insurance..., Life
Education
Quinnipiac University 1998 — 2002
Bachelor's Degree
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 2008 — 2012
Penn Mutual May 2013 - Present
New York Life Insurance Company January 2011 - May 2013
Northwestern Mutual September 2002 - December 2010
Skills
Retirement Planning, Insurance, Strategic Financial..., Life Insurance, Investments, Retirement, Financial Planning, Relationship Management, Series 7, Project Management, Public Speaking, Financial Statement..., Product Development, FINRA, FINRA Series 7, FINRA Series 66, Life & Health Insurance..., Life
Education
Quinnipiac University 1998 — 2002
Bachelor's Degree
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The American College 2008 — 2012
Cody Ward Cody Ward's New York Life Insurance Company Experience April 2014 - Present
Job Registered Representative showing clients how to build and protect a better financial future
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Natick ASAP and Early Risers Program September 2009 - March 2014
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Communication, Education Funding, Estate Planning, Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance, Problem Solving, Retirement Planning, Succession Planning, Life Insurance, Retirement, Long-term Care, IRA Rollovers, Financial Services, Risk Management, Wealth Preservation...
Education
University of Massachusetts Boston 2011 — 2014
Economics
Roanoke College 2010 — 2011
Political Science
Natick High School 2006 — 2010
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Natick ASAP and Early Risers Program September 2009 - March 2014
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Communication, Education Funding, Estate Planning, Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance, Problem Solving, Retirement Planning, Succession Planning, Life Insurance, Retirement, Long-term Care, IRA Rollovers, Financial Services, Risk Management, Wealth Preservation...
Education
University of Massachusetts Boston 2011 — 2014
Economics
Roanoke College 2010 — 2011
Political Science
Natick High School 2006 — 2010
Joe Strange Joe Strange's New York Life Insurance Company Experience December 2011 - October 2012
Job Previous: Admissions Counselor at MBA@UNC KenanFlagler
Industry Computer Software
Experience
MBA@UNC: The Online MBA at UNC Kenan-Flagler January 2014 - July 2015
CEB November 2012 - December 2013
New York Life Insurance Company December 2011 - October 2012
Phenom Strength and Conditioning August 2011 - January 2012
Diamond Sports Training June 2009 - August 2011
Skills
Salesforce.com, Access, Program Management, Finance, Accounting, Customer Service, Marketing, Microsoft Word, Research
Education
Randolph-Macon College 2007 — 2011
Bachelor's degree, Economics/Business
Randolph-Macon College 2007 — 2011
Bachelor of Arts (B.A.), Economics/Business
MBA@UNC: The Online MBA at UNC Kenan-Flagler January 2014 - July 2015
CEB November 2012 - December 2013
New York Life Insurance Company December 2011 - October 2012
Phenom Strength and Conditioning August 2011 - January 2012
Diamond Sports Training June 2009 - August 2011
Skills
Salesforce.com, Access, Program Management, Finance, Accounting, Customer Service, Marketing, Microsoft Word, Research
Education
Randolph-Macon College 2007 — 2011
Bachelor's degree, Economics/Business
Randolph-Macon College 2007 — 2011
Bachelor of Arts (B.A.), Economics/Business
Paul Polichronakis, MBA, PMP, CTS Paul Polichronakis, MBA, PMP, CTS's New York Life Insurance Company Experience August 2010 - March 2012
Job Project and Procurement Management
Industry Broadcast Media
Experience
The Lighting Design Group April 2015 - Present
Fireworks by Grucci April 2008 - Present
The Lighting Design Group June 2012 - Present
Weltmann Lighting, LLC 2014 - 2014
Michael Riotto Design, LLC March 2012 - June 2012
New York Life Insurance Company August 2010 - March 2012
PRG - Production Resource Group May 2006 - June 2009
Barbizon Lighting Company May 2003 - June 2005
Skills
Project Management, Procurement, Project Planning, Budgets, Design Consulting, Visio, Leadership, Management, Lighting Control, Integration, AutoCAD, Construction, Program Management, Solid State Lighting, Architectural Lighting, Troubleshooting, Team Building, Primavera P6, DMX, Sales, Product Development, System Integrators, Lighting, Training, Entertainment, Networking, Manufacturing, Color Kinetics, Lighting Design, Primavera, FireOne firing system
Education
Rensselaer Polytechnic Institute 2005 — 2007
MBA, Business Administration and Management, General
Rensselaer Polytechnic Institute 1998 — 2002
BS, Information Technology
The Lighting Design Group April 2015 - Present
Fireworks by Grucci April 2008 - Present
The Lighting Design Group June 2012 - Present
Weltmann Lighting, LLC 2014 - 2014
Michael Riotto Design, LLC March 2012 - June 2012
New York Life Insurance Company August 2010 - March 2012
PRG - Production Resource Group May 2006 - June 2009
Barbizon Lighting Company May 2003 - June 2005
Skills
Project Management, Procurement, Project Planning, Budgets, Design Consulting, Visio, Leadership, Management, Lighting Control, Integration, AutoCAD, Construction, Program Management, Solid State Lighting, Architectural Lighting, Troubleshooting, Team Building, Primavera P6, DMX, Sales, Product Development, System Integrators, Lighting, Training, Entertainment, Networking, Manufacturing, Color Kinetics, Lighting Design, Primavera, FireOne firing system
Education
Rensselaer Polytechnic Institute 2005 — 2007
MBA, Business Administration and Management, General
Rensselaer Polytechnic Institute 1998 — 2002
BS, Information Technology
Joseph Whiton Joseph Whiton's New York Life Insurance Company Experience October 2009 - November 2011
Job Finance at Lake Norman Imports
Industry Financial Services
Experience
Lake Norman Imports September 2014 - Present
Sentrix Financial Services October 2012 - Present
Paragon Landscape Mgmt May 2011 - December 2011
New York Life Insurance Company October 2009 - November 2011
Jazzie Pools and Spas May 2007 - September 2009
Theros Equipment Rentals May 2005 - August 2006
MacHots May 2003 - May 2005
Skills
Mutual Funds, IRAs, Series 7, Series 63, Series 6, Finance, Retirement Planning, College Savings Plans, Fixed Annuities, Retirement, Wealth Accumulation, Long Term Care Insurance, 401k Rollovers, Operations Management, Team Management, Sales
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Lake Norman Imports September 2014 - Present
Sentrix Financial Services October 2012 - Present
Paragon Landscape Mgmt May 2011 - December 2011
New York Life Insurance Company October 2009 - November 2011
Jazzie Pools and Spas May 2007 - September 2009
Theros Equipment Rentals May 2005 - August 2006
MacHots May 2003 - May 2005
Skills
Mutual Funds, IRAs, Series 7, Series 63, Series 6, Finance, Retirement Planning, College Savings Plans, Fixed Annuities, Retirement, Wealth Accumulation, Long Term Care Insurance, 401k Rollovers, Operations Management, Team Management, Sales
Education
Roanoke College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
William Meyers William Meyers's New York Life Insurance Company Experience June 2009 - August 2009
Job Associate, Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ December 2012 - Present
Citigroup July 2011 - December 2012
Tudor Pickering & Holt June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Skills
Financial Modeling, Corporate Finance, Mergers, Investment Banking, Financial Analysis
Education
Rice University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Economic Analysis, 4.0 / 4.0
Bank of Tokyo-Mitsubishi UFJ December 2012 - Present
Citigroup July 2011 - December 2012
Tudor Pickering & Holt June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Skills
Financial Modeling, Corporate Finance, Mergers, Investment Banking, Financial Analysis
Education
Rice University 2007 — 2011
Bachelor of Arts (B.A.), Mathematical Economic Analysis, 4.0 / 4.0
Otis Henderson, III Otis Henderson, III's New York Life Insurance Company Experience December 2012 - March 2013
Job Account Specialist, CertCapture Managed Services at Avalara
Industry Information Technology and Services
Experience
Avalara August 2015 - Present
SUPERVALU August 2014 - April 2015
American Family Fitness January 2014 - September 2014
SUPERVALU May 2013 - August 2014
New York Life Insurance Company December 2012 - March 2013
Ruby Tuesday March 2011 - January 2012
Randolph-Macon College March 2009 - November 2011
North Carolina Central University June 2010 - August 2010
Skills
Political Science, Public Policy, Policy Analysis, Politics, Research, Political Campaigns, Public Speaking, International Relations, Community Outreach, Non-profits, Social Media, Social Networking, Facebook, Interpersonal, Community Development, Event Planning, Management
Education
Randolph-Macon College 2008 — 2012
BA, Political Science
Charles E. Jordan High School 2004 — 2008
High School Diploma, General Education
Avalara August 2015 - Present
SUPERVALU August 2014 - April 2015
American Family Fitness January 2014 - September 2014
SUPERVALU May 2013 - August 2014
New York Life Insurance Company December 2012 - March 2013
Ruby Tuesday March 2011 - January 2012
Randolph-Macon College March 2009 - November 2011
North Carolina Central University June 2010 - August 2010
Skills
Political Science, Public Policy, Policy Analysis, Politics, Research, Political Campaigns, Public Speaking, International Relations, Community Outreach, Non-profits, Social Media, Social Networking, Facebook, Interpersonal, Community Development, Event Planning, Management
Education
Randolph-Macon College 2008 — 2012
BA, Political Science
Charles E. Jordan High School 2004 — 2008
High School Diploma, General Education
John Ryan Sander's New York Life Insurance Company Experience September 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Skills
Fixed Annuities, Retirement Planning, IRAs, Long-term Care, Disability Insurance, Life Insurance, College Savings Plans, Estate Planning, Whole Life, Long Term Care Insurance
Education
Randolph-Macon College 2007 — 2011
BA, Political Science
New York Life Insurance Company September 2011 - Present
Skills
Fixed Annuities, Retirement Planning, IRAs, Long-term Care, Disability Insurance, Life Insurance, College Savings Plans, Estate Planning, Whole Life, Long Term Care Insurance
Education
Randolph-Macon College 2007 — 2011
BA, Political Science
Kim Lien Pham Kim Lien Pham's New York Life Insurance Company Experience May 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
Education
立命館アジア太平洋大学 / Ritsumeikan Asia Pacific University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company May 2011 - Present
Education
立命館アジア太平洋大学 / Ritsumeikan Asia Pacific University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Jeffery G. White Jeffery G. White's New York Life Insurance Company Experience 2003 - 2005
Job Sr. Financial Manager
Industry Banking
Experience
Wheeler Avenue Inner City Visions 2008 - 2011
New York Life Insurance Company 2003 - 2005
ABN AMRO Bank 2001 - 2003
DG Bank 1999 - 2001
Natexis Banque-BFCE 1992 - 1998
Citicorp North America Inc. 1989 - 1992
Prudential Bache Securities 1987 - 1989
Skills
Financial Analysis, Portfolio Management, Project Finance
Education
Rice University 1978 — 1980
Bachelor of Science (B.S.), Chemical Engineering
Texas Southern University
BS Chemistry
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Wheeler Avenue Inner City Visions 2008 - 2011
New York Life Insurance Company 2003 - 2005
ABN AMRO Bank 2001 - 2003
DG Bank 1999 - 2001
Natexis Banque-BFCE 1992 - 1998
Citicorp North America Inc. 1989 - 1992
Prudential Bache Securities 1987 - 1989
Skills
Financial Analysis, Portfolio Management, Project Finance
Education
Rice University 1978 — 1980
Bachelor of Science (B.S.), Chemical Engineering
Texas Southern University
BS Chemistry
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Taylor Hiemenz's New York Life Insurance Company Experience July 2012 - November 2012
Job Account Executive at Agility Recovery Solutions
Industry Marketing and Advertising
Experience
Agility Recovery Solutions March 2014 - Present
Entourage Managment November 2012 - February 2014
New York Life Insurance Company July 2012 - November 2012
New England Financial March 2012 - July 2012
Regis University August 2007 - December 2010
KRCX Radio August 2007 - May 2010
Education
Regis University 2006 — 2010
Bachelor of Arts, Communication, Business, History
Agility Recovery Solutions March 2014 - Present
Entourage Managment November 2012 - February 2014
New York Life Insurance Company July 2012 - November 2012
New England Financial March 2012 - July 2012
Regis University August 2007 - December 2010
KRCX Radio August 2007 - May 2010
Education
Regis University 2006 — 2010
Bachelor of Arts, Communication, Business, History
Adam Cote's New York Life Insurance Company Experience January 2008 - Present
Job Agency Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company January 2008 - Present
New York Life Insurance Company January 2008 - February 2012
East Bay Newspapers March 2003 - January 2008
Skills
College Recruiting, Financial Recruiting, Team Leadership, Interviewing Skills, Recruiting, Training, Communication, Multitasking Skills, Time Management, Thought Leadership, Retirement Planning, Sales, Retirement, Financial Services, Leadership, Life Insurance, Management, Customer Service, Estate Planning, Fixed Annuities, Finance, Insurance, IRAs, Mutual Funds, Entrepreneurship, Long-term Care
Education
Quinnipiac University 1996 — 2000
BA, English / Mass Communications
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company January 2008 - Present
New York Life Insurance Company January 2008 - February 2012
East Bay Newspapers March 2003 - January 2008
Skills
College Recruiting, Financial Recruiting, Team Leadership, Interviewing Skills, Recruiting, Training, Communication, Multitasking Skills, Time Management, Thought Leadership, Retirement Planning, Sales, Retirement, Financial Services, Leadership, Life Insurance, Management, Customer Service, Estate Planning, Fixed Annuities, Finance, Insurance, IRAs, Mutual Funds, Entrepreneurship, Long-term Care
Education
Quinnipiac University 1996 — 2000
BA, English / Mass Communications
Samir David's New York Life Insurance Company Experience June 2015 - September 2015
Job Financial Representative at New York Life helping businesses and individuals create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - September 2015
The Beech Tree Cantina May 2012 - August 2014
Cedar Development Inc. September 2011 - January 2013
Hyannis Marina Inc. April 2006 - August 2010
Skills
Financial Planning, Microsoft Excel, Construction Management, Public Speaking, Leadership, Sales, Customer Service, Social Networking
Education
Quinnipiac University 2013 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Hingham High School 2006 — 2010
High School Diploma
New York Life Insurance Company June 2015 - September 2015
The Beech Tree Cantina May 2012 - August 2014
Cedar Development Inc. September 2011 - January 2013
Hyannis Marina Inc. April 2006 - August 2010
Skills
Financial Planning, Microsoft Excel, Construction Management, Public Speaking, Leadership, Sales, Customer Service, Social Networking
Education
Quinnipiac University 2013 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Hingham High School 2006 — 2010
High School Diploma
Timothy Eells's New York Life Insurance Company Experience March 2014 - Present
Job Helping Create lifelong peace of mind through step by step planning and protection.
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Energy Innovators LLC February 2009 - December 2013
Teleflora May 1996 - January 2009
Skills
Business Insurance..., Business Networking, Buy-sell Agreements, Creative Problem Solving, Grandchild Gifting, Key Person Insurance, Leadership, Lifetime Income..., Mult-Generational..., Problem Solving, Public Speaking, Risk Management, Sales Management, Small Business, Team Motivator, Licensed Long Term Care..., Time Management, Project Management, Social Networking, Finance, Customer Retention, Coaching, Microsoft Office, Cold Calling, Insurance, Public Relations, Sales Process, Business Succession
Education
Roanoke College 1977 — 1981
New York Life Insurance Company March 2014 - Present
Energy Innovators LLC February 2009 - December 2013
Teleflora May 1996 - January 2009
Skills
Business Insurance..., Business Networking, Buy-sell Agreements, Creative Problem Solving, Grandchild Gifting, Key Person Insurance, Leadership, Lifetime Income..., Mult-Generational..., Problem Solving, Public Speaking, Risk Management, Sales Management, Small Business, Team Motivator, Licensed Long Term Care..., Time Management, Project Management, Social Networking, Finance, Customer Retention, Coaching, Microsoft Office, Cold Calling, Insurance, Public Relations, Sales Process, Business Succession
Education
Roanoke College 1977 — 1981
Kerry Richardson's New York Life Insurance Company Experience May 2013 - August 2013
Job High Net Worth Associate
Industry Financial Services
Experience
Fidelity Investments 2014 - September 2015
New York Life Insurance Company May 2013 - August 2013
Skills
Series 7, Series 63
Education
Quinnipiac University 2010 — 2014
BS, Business, Management, Marketing, and Related Support Services
Richmond, The American International University in London
Fidelity Investments 2014 - September 2015
New York Life Insurance Company May 2013 - August 2013
Skills
Series 7, Series 63
Education
Quinnipiac University 2010 — 2014
BS, Business, Management, Marketing, and Related Support Services
Richmond, The American International University in London
Daniel Dempsey Daniel Dempsey's New York Life Insurance Company Experience September 2012 - Present
Job Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2012 - Present
Lynbrook Fire Department December 2007 - Present
UnitedHealth Group August 2011 - September 2012
Quinnipiac University April 2010 - May 2011
Students in Free Enterprise December 2009 - December 2010
UnitedHealth Group June 2010 - August 2010
Cafe Cameroon September 2008 - April 2010
Skills
Microsoft Excel, Leadership, Process Improvement, Teamwork, Access, Finance, Analysis, Data Analysis, Management, Financial Analysis
Education
Quinnipiac University 2007 — 2011
Bachelor, Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Finance, Economics
Chaminade High School 2003 — 2007
New York Life Insurance Company September 2012 - Present
Lynbrook Fire Department December 2007 - Present
UnitedHealth Group August 2011 - September 2012
Quinnipiac University April 2010 - May 2011
Students in Free Enterprise December 2009 - December 2010
UnitedHealth Group June 2010 - August 2010
Cafe Cameroon September 2008 - April 2010
Skills
Microsoft Excel, Leadership, Process Improvement, Teamwork, Access, Finance, Analysis, Data Analysis, Management, Financial Analysis
Education
Quinnipiac University 2007 — 2011
Bachelor, Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Finance, Economics
Chaminade High School 2003 — 2007
Kaleigh Smith's New York Life Insurance Company Experience July 2013 - Present
Job Recruiter at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
Skills
Recruiting
Education
Rhode Island College
New York Life Insurance Company July 2013 - Present
Skills
Recruiting
Education
Rhode Island College
Vidhi Vakharia Vidhi Vakharia's New York Life Insurance Company Experience June 2013 - August 2013
Job Marketing Intern at Konica Minolta Business Solutions U.S.A., Inc.
Industry Marketing and Advertising
Experience
Konica Minolta Business Solutions U.S.A., Inc. June 2015 - Present
New York University January 2015 - May 2015
National Organization for Women September 2014 - December 2014
Pratham USA June 2014 - September 2014
New York Life Insurance Company June 2013 - August 2013
MEDLIFE January 2013 - February 2013
Skills
Clinical Research, Social Media Blogging, Microsoft Office, Social Media Marketing, English Literature, Non-profit Volunteer, Social Media, Biochemistry, Blogging, Nonprofits, Community Outreach, Research, Facebook, Corporate Events, Marketing, Microsoft Excel, Public Speaking, Customer Service, Leadership, Microsoft Word, PowerPoint
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor's Degree, Political Science and International Studies
East Brunswick High School 2009 — 2011
Konica Minolta Business Solutions U.S.A., Inc. June 2015 - Present
New York University January 2015 - May 2015
National Organization for Women September 2014 - December 2014
Pratham USA June 2014 - September 2014
New York Life Insurance Company June 2013 - August 2013
MEDLIFE January 2013 - February 2013
Skills
Clinical Research, Social Media Blogging, Microsoft Office, Social Media Marketing, English Literature, Non-profit Volunteer, Social Media, Biochemistry, Blogging, Nonprofits, Community Outreach, Research, Facebook, Corporate Events, Marketing, Microsoft Excel, Public Speaking, Customer Service, Leadership, Microsoft Word, PowerPoint
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor's Degree, Political Science and International Studies
East Brunswick High School 2009 — 2011
David Lumerman David Lumerman's New York Life Insurance Company Experience March 2015 - Present
Job Corporate Vice President : User Experience at New York Life Insurance Company
Industry Computer Software
Experience
Lil' Fingers Inc. February 2000 - Present
Freelance 1990 - Present
Boy Scouts of America September 2005 - Present
New York Life Insurance Company March 2015 - Present
New York Life April 2001 - March 2015
World Almanac for Kids March 2001 - June 2006
Uproar.com March 1998 - June 2000
Collier's Encyclopedia March 1995 - June 1998
Baldi Bloom Whelan Advertising October 1992 - June 1995
King Features Syndicate 1989 - 1992
Skills
User-centered Design, User Experience Design, Usability, Web Development, Experience Design, Project Management, Human Factors, User Experience, Information Architecture, User Interface Design, Usability Testing, User Interface, Interaction Design, HTML, CSS, Web Design, Graphic Design, Flash, Photoshop, Dreamweaver, Illustrator, Creative Direction, Graphics, Wireframes, JavaScript, Illustration, Web Applications, Front-end, Wire Framing, Advertising, CMS, Adobe Creative Suite, SEO, WordPress, Web Analytics, HTML 5, Website Development, Mobile Applications, E-commerce, Publishing, Content Management, Art Direction, Strategy, Video Games, Social Media, Digital Media, Game Design
Education
Rensselaer Polytechnic Institute 2004 — 2007
Master's degree, Human Factors
School of Visual Arts 1986 — 1990
BFA, Illustration
Commack High 1982 — 1986
Undergrad
Lil' Fingers Inc. February 2000 - Present
Freelance 1990 - Present
Boy Scouts of America September 2005 - Present
New York Life Insurance Company March 2015 - Present
New York Life April 2001 - March 2015
World Almanac for Kids March 2001 - June 2006
Uproar.com March 1998 - June 2000
Collier's Encyclopedia March 1995 - June 1998
Baldi Bloom Whelan Advertising October 1992 - June 1995
King Features Syndicate 1989 - 1992
Skills
User-centered Design, User Experience Design, Usability, Web Development, Experience Design, Project Management, Human Factors, User Experience, Information Architecture, User Interface Design, Usability Testing, User Interface, Interaction Design, HTML, CSS, Web Design, Graphic Design, Flash, Photoshop, Dreamweaver, Illustrator, Creative Direction, Graphics, Wireframes, JavaScript, Illustration, Web Applications, Front-end, Wire Framing, Advertising, CMS, Adobe Creative Suite, SEO, WordPress, Web Analytics, HTML 5, Website Development, Mobile Applications, E-commerce, Publishing, Content Management, Art Direction, Strategy, Video Games, Social Media, Digital Media, Game Design
Education
Rensselaer Polytechnic Institute 2004 — 2007
Master's degree, Human Factors
School of Visual Arts 1986 — 1990
BFA, Illustration
Commack High 1982 — 1986
Undergrad
kimberly painter's New York Life Insurance Company Experience December 2010 - April 2012
Job Business consultant/Sales Advocate Merchant Solutions
Industry Financial Services
Experience
AdvoPay May 2012 - Present
New York Life Insurance Company December 2010 - April 2012
Abbott June 2006 - October 2009
Pfizer June 2000 - June 2006
Schering-Plough Research Institute May 1995 - June 2000
Skills
Customer Service, Cold Calling, Account Management, Leadership, Marketing Strategy, Direct Sales, Pharmaceutical Industry, New Business Development, Pharmaceutical Sales, Sales, Selling, Strategic Planning, Training, Business Development, Team Building, Sales Management, B2B, Lead Generation, Sales Presentations, Cardiology, Healthcare, Sales Process, Negotiation, Marketing, Sales Operations, Management
Education
Roanoke College 1989 — 1993
Bachelor of Science (BS), Biology/Biological Sciences, General, 3.5
AdvoPay May 2012 - Present
New York Life Insurance Company December 2010 - April 2012
Abbott June 2006 - October 2009
Pfizer June 2000 - June 2006
Schering-Plough Research Institute May 1995 - June 2000
Skills
Customer Service, Cold Calling, Account Management, Leadership, Marketing Strategy, Direct Sales, Pharmaceutical Industry, New Business Development, Pharmaceutical Sales, Sales, Selling, Strategic Planning, Training, Business Development, Team Building, Sales Management, B2B, Lead Generation, Sales Presentations, Cardiology, Healthcare, Sales Process, Negotiation, Marketing, Sales Operations, Management
Education
Roanoke College 1989 — 1993
Bachelor of Science (BS), Biology/Biological Sciences, General, 3.5
Brodie Philpott's New York Life Insurance Company Experience January 2003 - August 2006
Job Manager, Royalty Services at MPEG LA, LLC
Industry Legal Services
Experience
MPEG LA, LLC May 2012 - Present
MPEG LA, LLC January 2011 - May 2012
MPEG LA, LLC January 2010 - December 2010
MPEG LA, LLC August 2006 - December 2009
New York Life Insurance Company January 2003 - August 2006
McMahan & Associates June 2002 - December 2003
Skills
Invoicing, Management, Internal Controls, Customer Service, Accounts Receivable, Financial Analysis
Education
Regis University 2011 — 2014
MBA (In process), Accounting and Finance
Union College (NE) 1998 — 2002
Bachelor's degree, Businees Administration - Accounting Emphasis
MPEG LA, LLC May 2012 - Present
MPEG LA, LLC January 2011 - May 2012
MPEG LA, LLC January 2010 - December 2010
MPEG LA, LLC August 2006 - December 2009
New York Life Insurance Company January 2003 - August 2006
McMahan & Associates June 2002 - December 2003
Skills
Invoicing, Management, Internal Controls, Customer Service, Accounts Receivable, Financial Analysis
Education
Regis University 2011 — 2014
MBA (In process), Accounting and Finance
Union College (NE) 1998 — 2002
Bachelor's degree, Businees Administration - Accounting Emphasis
Adam Tau's New York Life Insurance Company Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
Unity Financial Strategists January 2010 - December 2012
Skills
Account Management, Microsoft Office, New Business Development, Sales, Recruiting, Sales Management, Cold Calling, Business Planning, Leadership, Talent Acquisition, Team Building, SDLC, Fixed Annuities, Retirement, Retirement Planning, 401k, Estate Planning, Finance, Financial Services, Insurance, Investments, Small Business, Wealth Accumulation
Education
Salisbury University 2002 — 2006
Bachelor of Science (B.S.), Psychology
Rider University 2002 — 2004
Bachelor of Science (B.S.), Psychology
New York Life Insurance Company January 2013 - Present
Unity Financial Strategists January 2010 - December 2012
Skills
Account Management, Microsoft Office, New Business Development, Sales, Recruiting, Sales Management, Cold Calling, Business Planning, Leadership, Talent Acquisition, Team Building, SDLC, Fixed Annuities, Retirement, Retirement Planning, 401k, Estate Planning, Finance, Financial Services, Insurance, Investments, Small Business, Wealth Accumulation
Education
Salisbury University 2002 — 2006
Bachelor of Science (B.S.), Psychology
Rider University 2002 — 2004
Bachelor of Science (B.S.), Psychology
Steven Hauser Steven Hauser's New York Life Insurance Company Experience December 2012 - Present
Job Financial Services Professional at Nylife Securities
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - November 2012
Tires Plus 2006 - 2010
Gleasons 2003 - 2004
Skills
Retirement Planning, Insurance, Retirement, Financial Advisory, 401k, Strategic Financial..., Life Insurance, 401k Rollovers, Investments, Estate Planning, Term Life Insurance, Risk Management, Financial Services, Wealth Preservation..., wealth transfer..., 401k rollo, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Education Funding..., Estate Pl, Personal Finance, Public Speaking, Supplements to Employee..., Small Business, Succession Planning, Problem Solving, Networking, Key Person Insurance, Grandchild Gifting, Gifting Strategies, Legacy Planning, Variable Annuities, Financial Planning
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eastview High School 2001 — 2004
High School, General
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - November 2012
Tires Plus 2006 - 2010
Gleasons 2003 - 2004
Skills
Retirement Planning, Insurance, Retirement, Financial Advisory, 401k, Strategic Financial..., Life Insurance, 401k Rollovers, Investments, Estate Planning, Term Life Insurance, Risk Management, Financial Services, Wealth Preservation..., wealth transfer..., 401k rollo, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Education Funding..., Estate Pl, Personal Finance, Public Speaking, Supplements to Employee..., Small Business, Succession Planning, Problem Solving, Networking, Key Person Insurance, Grandchild Gifting, Gifting Strategies, Legacy Planning, Variable Annuities, Financial Planning
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eastview High School 2001 — 2004
High School, General
Jared Grobels's New York Life Insurance Company Experience May 2008 - August 2008
Job Finance Manager at Shionogi Inc.
Industry Pharmaceuticals
Experience
Shionogi Inc. April 2015 - Present
Shionogi Inc. April 2014 - March 2015
Shionogi Inc. April 2013 - March 2014
Celgene October 2012 - April 2013
Scientific American September 2012 - April 2013
Hamburg Sud May 2010 - January 2012
Clearview Cinemas August 2003 - May 2010
New York Life Insurance Company May 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Product Management, Pricing Analysis, Inventory Management, Reporting & Analysis, Economics, Econometrics, Global Product..., Supply Chain Management, Microsoft Excel, SAP, Hyperion Planning, Mas 90, Cognos, Access, PowerPoint, Essbase, Oracle, Smartview, FPA, Project Management, TM1, Insight, JD Edwards, Microsoft Office, Accounting, Journal Entries, Process Improvement, Budgets, Forecasting, Sales, Variance Analysis
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Ramapo College of New Jersey 2007 — 2009
Bachelor of Arts (B.A.), Economics
Ramapo College of New Jersey 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
Shionogi Inc. April 2015 - Present
Shionogi Inc. April 2014 - March 2015
Shionogi Inc. April 2013 - March 2014
Celgene October 2012 - April 2013
Scientific American September 2012 - April 2013
Hamburg Sud May 2010 - January 2012
Clearview Cinemas August 2003 - May 2010
New York Life Insurance Company May 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Product Management, Pricing Analysis, Inventory Management, Reporting & Analysis, Economics, Econometrics, Global Product..., Supply Chain Management, Microsoft Excel, SAP, Hyperion Planning, Mas 90, Cognos, Access, PowerPoint, Essbase, Oracle, Smartview, FPA, Project Management, TM1, Insight, JD Edwards, Microsoft Office, Accounting, Journal Entries, Process Improvement, Budgets, Forecasting, Sales, Variance Analysis
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Ramapo College of New Jersey 2007 — 2009
Bachelor of Arts (B.A.), Economics
Ramapo College of New Jersey 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
Randy Faulkner Randy Faulkner's New York Life Insurance Company Experience April 2009 - February 2011
Job Financial Advisor at Univest Investments, Inc
Industry Financial Services
Experience
Univest Investments, Inc September 2012 - Present
Firstrust Financial Resources March 2011 - September 2012
New York Life Insurance Company April 2009 - February 2011
MCFA 2006 - 2009
Education
Rider University
MBA
Shippensburg University of Pennsylvania
BS, Accounting and Finance
Univest Investments, Inc September 2012 - Present
Firstrust Financial Resources March 2011 - September 2012
New York Life Insurance Company April 2009 - February 2011
MCFA 2006 - 2009
Education
Rider University
MBA
Shippensburg University of Pennsylvania
BS, Accounting and Finance
Harrison Bowlin Harrison Bowlin's New York Life Insurance Company Experience July 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
NYLIFE Securities LLC 2011 - Present
CEI Construction June 2007 - June 2009
Best Western on The Lake June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Skills
Financial Planning, Financial Analysis, Microsoft Excel, Customer Service, Investments, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Fixed Annuities, Mutual Funds, Insurance, Forecasting, Portfolio Management, Retirement, Time Management, Social Networking, Sales, Budgets, Public Speaking, Asset Managment, Retirement Planning, Finance, Accounting, Strategic Financial..., Long Term Care Insurance, Access, IRAs, Roth IRA, 401k Rollovers, Estate Planning, Financial Planners, Variable Annuities
Education
Radford University 2007 — 2011
Bachelor of Business Administration, Management, Finance, and Economics
Radford University - College of Business and Economics 2007 — 2011
BBA, Finance, Management, Economics
New York Life Insurance Company July 2011 - Present
NYLIFE Securities LLC 2011 - Present
CEI Construction June 2007 - June 2009
Best Western on The Lake June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Skills
Financial Planning, Financial Analysis, Microsoft Excel, Customer Service, Investments, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Fixed Annuities, Mutual Funds, Insurance, Forecasting, Portfolio Management, Retirement, Time Management, Social Networking, Sales, Budgets, Public Speaking, Asset Managment, Retirement Planning, Finance, Accounting, Strategic Financial..., Long Term Care Insurance, Access, IRAs, Roth IRA, 401k Rollovers, Estate Planning, Financial Planners, Variable Annuities
Education
Radford University 2007 — 2011
Bachelor of Business Administration, Management, Finance, and Economics
Radford University - College of Business and Economics 2007 — 2011
BBA, Finance, Management, Economics
Louis D. Sykes's New York Life Insurance Company Experience April 2011 - February 2012
Job Dovetail Construction Company, Inc.
Industry Mechanical or Industrial Engineering
Experience
Dovetail Construction August 2013 - Present
lsykes3@gmail.com October 2012 - July 2013
New York Life Insurance Company April 2011 - February 2012
Dave's Downtown Taverna August 2010 - March 2011
Karn Custom Woodwork, Inc. 2006 - 2009
Skills
Customer Service, Financial Analysis, Microsoft Office, Mortgage Underwriting, Process Management, Process Improvement, Process Optimization, Troubleshooting, Business Process..., Business Process, Administrative..., Microsoft Excel, Microsoft Word, Social Media, Marketing Strategy, Social Skills, Teamwork, Team Leadership, Team Management, Training, Financial Reporting
Education
Radford University - College of Business and Economics 2006 — 2010
BBA, Management, Entrepreneurship
James River High School 2002 — 2006
Dovetail Construction August 2013 - Present
lsykes3@gmail.com October 2012 - July 2013
New York Life Insurance Company April 2011 - February 2012
Dave's Downtown Taverna August 2010 - March 2011
Karn Custom Woodwork, Inc. 2006 - 2009
Skills
Customer Service, Financial Analysis, Microsoft Office, Mortgage Underwriting, Process Management, Process Improvement, Process Optimization, Troubleshooting, Business Process..., Business Process, Administrative..., Microsoft Excel, Microsoft Word, Social Media, Marketing Strategy, Social Skills, Teamwork, Team Leadership, Team Management, Training, Financial Reporting
Education
Radford University - College of Business and Economics 2006 — 2010
BBA, Management, Entrepreneurship
James River High School 2002 — 2006
A.J. Cooke A.J. Cooke's New York Life Insurance Company Experience October 2013 - Present
Job Registered Representative at NYLIC Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
MetLife November 2011 - September 2013
Skills
Life Insurance, Long-term Care, Estate Planning, Personal Financial..., Small Business..., Retirement Planning, Financial Planning, Fixed Annuities, Retirement
Education
Roanoke College 1985 — 1989
Bachelor of Arts (B.A.), History
The Hill School 1982 — 1985
High School
New York Life Insurance Company October 2013 - Present
MetLife November 2011 - September 2013
Skills
Life Insurance, Long-term Care, Estate Planning, Personal Financial..., Small Business..., Retirement Planning, Financial Planning, Fixed Annuities, Retirement
Education
Roanoke College 1985 — 1989
Bachelor of Arts (B.A.), History
The Hill School 1982 — 1985
High School
Elizabeth Rillera Elizabeth Rillera's New York Life Insurance Company Experience May 2013 - August 2013
Job Apartment Advantage
Industry Consumer Services
Experience
New York Life Insurance Company May 2013 - August 2013
Apartment Advantage Staffing Services April 2012 - April 2013
Riverstone Residential Group December 2011 - April 2012
Mirage shows and productions April 2011 - November 2011
MG Properties November 2006 - March 2011
Skills
Management, Budgets, Property Management, Real Estate, Negotiation, Contract Negotiation, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Sales, Marketing, Team Building, Microsoft Word, Strategic Planning
Education
Renton Technical College 2005 — 2005
Tonasket High School 1999 — 2002
Graduate, General
New York Life Insurance Company May 2013 - August 2013
Apartment Advantage Staffing Services April 2012 - April 2013
Riverstone Residential Group December 2011 - April 2012
Mirage shows and productions April 2011 - November 2011
MG Properties November 2006 - March 2011
Skills
Management, Budgets, Property Management, Real Estate, Negotiation, Contract Negotiation, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Sales, Marketing, Team Building, Microsoft Word, Strategic Planning
Education
Renton Technical College 2005 — 2005
Tonasket High School 1999 — 2002
Graduate, General
Israel Rosenbloom Israel Rosenbloom's New York Life Insurance Company Experience January 2012 - December 2013
Job Chef Cari Kosher Catering
Industry Food Production
Experience
Chef Cari Kosher Catering January 2015 - Present
ARAMARK September 2013 - September 2015
New York Life Insurance Company January 2012 - December 2013
FR Conversions 2011 - 2012
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, College Savings Plans, Small Business, Long Term Care Insurance, Leadership, Customer Service, Team Building
Education
Jewish Leadership Institute Miami 2010 — 2011
Rabbinical Ordination
Rabbinical College of America 2008 — 2011
Bachelor's degree
Chef Cari Kosher Catering January 2015 - Present
ARAMARK September 2013 - September 2015
New York Life Insurance Company January 2012 - December 2013
FR Conversions 2011 - 2012
Skills
Fixed Annuities, Disability Insurance, Retirement Planning, College Savings Plans, Small Business, Long Term Care Insurance, Leadership, Customer Service, Team Building
Education
Jewish Leadership Institute Miami 2010 — 2011
Rabbinical Ordination
Rabbinical College of America 2008 — 2011
Bachelor's degree
Keith Burcham Keith Burcham's New York Life Insurance Company Experience April 2002 - May 2011
Job Employee Benefits Professional
Industry Human Resources
Experience
Bank of America June 2012 - February 2013
New York Life Insurance Company April 2002 - May 2011
American University March 2000 - April 2002
American University July 1999 - March 2000
Confidential July 1998 - March 1999
Prudential Healthcare September 1997 - July 1998
GKN Securities Corp. October 1996 - August 1997
American Society for Microbiology October 1995 - October 1996
Sibley Memorial Hospital July 1993 - October 1995
Sibley Memorial Hospital April 1991 - June 1993
Skills
Benefits Administration, Employee Benefits, Human Resources, HRIS, Recruiting, Policy, Process Improvement, Management, Training, New Hire Orientations, Payroll, Health Insurance, HR Policies, Analysis, Insurance
Education
Radford University 1987 — 1990
Chemistry
Bank of America June 2012 - February 2013
New York Life Insurance Company April 2002 - May 2011
American University March 2000 - April 2002
American University July 1999 - March 2000
Confidential July 1998 - March 1999
Prudential Healthcare September 1997 - July 1998
GKN Securities Corp. October 1996 - August 1997
American Society for Microbiology October 1995 - October 1996
Sibley Memorial Hospital July 1993 - October 1995
Sibley Memorial Hospital April 1991 - June 1993
Skills
Benefits Administration, Employee Benefits, Human Resources, HRIS, Recruiting, Policy, Process Improvement, Management, Training, New Hire Orientations, Payroll, Health Insurance, HR Policies, Analysis, Insurance
Education
Radford University 1987 — 1990
Chemistry
Ronald Sacks Ronald Sacks's New York Life Insurance Company Experience October 1972 - Present
Job Chartered Life Underwriter,Chartered Financial Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1972 - Present
New York Life Insurance Company 1972 - Present
Skills
Income, Personal Finance, Series 7, Variable Annuities, Financial Planners, Wealth, Term Life Insurance, Buy-sell Agreements, Investment Advisory, Financial Advisory, Trust Services, Securities, Asset Allocation, Asset Managment, Universal Life, Estate Preservation, Sales, Income Protection, Portfolio Management, Recruiting
Education
Rider University 1963 — 1967
BS in Business Administration
New York Life Insurance Company October 1972 - Present
New York Life Insurance Company 1972 - Present
Skills
Income, Personal Finance, Series 7, Variable Annuities, Financial Planners, Wealth, Term Life Insurance, Buy-sell Agreements, Investment Advisory, Financial Advisory, Trust Services, Securities, Asset Allocation, Asset Managment, Universal Life, Estate Preservation, Sales, Income Protection, Portfolio Management, Recruiting
Education
Rider University 1963 — 1967
BS in Business Administration
Louis Prosser, CLU,ChFC, LUTCF's New York Life Insurance Company Experience March 1999 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company March 1999 - Present
Skills
Multi-generational..., Retirement Planning, Protection..., Investments, Retirement, Estate Planning, Succession Planning, Wealth Preservation..., 401k Rollovers, Small Business, Insurance, Gifting Strategies, CLU, Asset Protection, Licensed Life Insurance..., Annuity Sales, Key Person Protection, Legacies, multi -generational..., LUTCF, multi tasking skills, Fixed Annuities, Life Insurance, 401k, Disability Insurance, Wealth, Securities, Finance, Leadership, Long-term Care, Employee Benefits
Education
The American College 1991 — 1993
CLU, ChFC, Insurance
Radford University - College of Business and Economics 1983 — 1988
BS, Business, Psychology
New York Life Insurance Company March 1999 - Present
Skills
Multi-generational..., Retirement Planning, Protection..., Investments, Retirement, Estate Planning, Succession Planning, Wealth Preservation..., 401k Rollovers, Small Business, Insurance, Gifting Strategies, CLU, Asset Protection, Licensed Life Insurance..., Annuity Sales, Key Person Protection, Legacies, multi -generational..., LUTCF, multi tasking skills, Fixed Annuities, Life Insurance, 401k, Disability Insurance, Wealth, Securities, Finance, Leadership, Long-term Care, Employee Benefits
Education
The American College 1991 — 1993
CLU, ChFC, Insurance
Radford University - College of Business and Economics 1983 — 1988
BS, Business, Psychology
Warren Garrett's New York Life Insurance Company Experience January 1993 - October 2008
Job EBay Guru at Work at home
Industry Information Technology and Services
Experience
Work at home January 2011 - Present
RETIRED AND LOVIN' IT October 2010 - Present
Rightsize-Solutions October 2010 - August 2011
Wizard Tech Services October 2008 - January 2010
New York Life Insurance Company January 1993 - October 2008
New York Life 1993 - 2008
Freelance Consulting January 1987 - January 1991
General Electric May 1966 - January 1986
Skills
Technical Support, System Deployment, Operating Systems, Active Directory, Servers, Windows Server, Disaster Recovery, Security, Citrix, Databases, Software Installation, Unix, Software Documentation, VMware, Windows, Vendor Management
Education
Various Education 1972 — 2000
None, Various
Roanoke College 1970 — 1971
None, Business Law - 1 year
Electronics - US Air Force 1962 — 1963
Completed, Electronics
University of Kentucky 1960 — 1962
None, Physics/Math
Work at home January 2011 - Present
RETIRED AND LOVIN' IT October 2010 - Present
Rightsize-Solutions October 2010 - August 2011
Wizard Tech Services October 2008 - January 2010
New York Life Insurance Company January 1993 - October 2008
New York Life 1993 - 2008
Freelance Consulting January 1987 - January 1991
General Electric May 1966 - January 1986
Skills
Technical Support, System Deployment, Operating Systems, Active Directory, Servers, Windows Server, Disaster Recovery, Security, Citrix, Databases, Software Installation, Unix, Software Documentation, VMware, Windows, Vendor Management
Education
Various Education 1972 — 2000
None, Various
Roanoke College 1970 — 1971
None, Business Law - 1 year
Electronics - US Air Force 1962 — 1963
Completed, Electronics
University of Kentucky 1960 — 1962
None, Physics/Math
Josue Hernandez Josue Hernandez's New York Life Insurance Company Experience March 2011 - August 2013
Job Realtor at Exit Realty Excel
Industry Real Estate
Experience
Exit Realty Excel September 2015 - Present
Century 21 Beggins Enterprises February 2014 - September 2015
TZ Insurance Solutions August 2013 - February 2014
New York Life Insurance Company March 2011 - August 2013
Humana April 2008 - March 2011
Grow Financial Federal Credit Union March 2004 - April 2008
Skills
Appeals, Grievances, Customer Service, Customer Relations, Real Estate, Real Estate Transactions, Real Estate Marketing, Sales, Banking, Team Leadership, Supervisory Skills, Financial Services, Claims Resolution, Social Media, Entrepreneurship, Condos, First Time Home Buyers, Foreclosures, Investment Properties, New Home Sales, REO, Relocation, Residential Homes, Sellers, Short Sales, Single Family Homes
Education
Saint Leo University 2014 — 2018
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Remington College 1998 — 2000
Associate's degree, Computer Engineering
Thomas Jefferson Senior High School Tampa FL 1994 — 1998
High School Diploma, Computers, 9th - 12th
Exit Realty Excel September 2015 - Present
Century 21 Beggins Enterprises February 2014 - September 2015
TZ Insurance Solutions August 2013 - February 2014
New York Life Insurance Company March 2011 - August 2013
Humana April 2008 - March 2011
Grow Financial Federal Credit Union March 2004 - April 2008
Skills
Appeals, Grievances, Customer Service, Customer Relations, Real Estate, Real Estate Transactions, Real Estate Marketing, Sales, Banking, Team Leadership, Supervisory Skills, Financial Services, Claims Resolution, Social Media, Entrepreneurship, Condos, First Time Home Buyers, Foreclosures, Investment Properties, New Home Sales, REO, Relocation, Residential Homes, Sellers, Short Sales, Single Family Homes
Education
Saint Leo University 2014 — 2018
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Remington College 1998 — 2000
Associate's degree, Computer Engineering
Thomas Jefferson Senior High School Tampa FL 1994 — 1998
High School Diploma, Computers, 9th - 12th
Alison Hartrum's New York Life Insurance Company Experience February 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company February 2012 - Present
Outback Steakhouse February 2012 - February 2015
J&L Marketing, Inc. February 2011 - February 2013
Life Line Screening March 2011 - December 2011
Finish Line November 2009 - March 2011
Skills
Customer Service, PowerPoint, Sales, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Public Speaking, Social Media, Outlook, Teamwork, Selling, Insurance, Social Networking, Leadership, Time Management, Social Media Marketing, Marketing Strategy, Team Building, Management, Finance, Account Management, Marketing Communications
Education
University of Louisville 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing
Raritan Valley Community College 2007 — 2009
Associate's degree, Business Liberal Arts
New York Life Insurance Company February 2012 - Present
Outback Steakhouse February 2012 - February 2015
J&L Marketing, Inc. February 2011 - February 2013
Life Line Screening March 2011 - December 2011
Finish Line November 2009 - March 2011
Skills
Customer Service, PowerPoint, Sales, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Life Insurance, Public Speaking, Social Media, Outlook, Teamwork, Selling, Insurance, Social Networking, Leadership, Time Management, Social Media Marketing, Marketing Strategy, Team Building, Management, Finance, Account Management, Marketing Communications
Education
University of Louisville 2009 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing
Raritan Valley Community College 2007 — 2009
Associate's degree, Business Liberal Arts
Shanaz Dijan's New York Life Insurance Company Experience February 2011 - July 2012
Job Business Banking Specialist at Astoria Bank
Industry Banking
Experience
Astoria Bank September 2014 - Present
Astoria Bank July 2012 - September 2014
New York Life Insurance Company February 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) October 2010 - February 2011
JPMorgan Chase January 2001 - January 2009
Skills
interpersonal skills, management skills, mentoring skills, Finance, Consumer Lending, Small Business Lending, Lines Of Credit, Loans, Loan Origination, Credit Analysis, Credit, Commercial Lending, Integrity, Wealth Management, Mortgage Lending, Series 63, Fixed Annuities, Retail Banking, Mortgage Banking, Small Business, Residential Mortgages, Commercial Banking, Risk Management
Education
Cornell Off Campus College 2000 — 2001
General, General
Queensborough Community College 1990 — 1992
Astoria Bank September 2014 - Present
Astoria Bank July 2012 - September 2014
New York Life Insurance Company February 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) October 2010 - February 2011
JPMorgan Chase January 2001 - January 2009
Skills
interpersonal skills, management skills, mentoring skills, Finance, Consumer Lending, Small Business Lending, Lines Of Credit, Loans, Loan Origination, Credit Analysis, Credit, Commercial Lending, Integrity, Wealth Management, Mortgage Lending, Series 63, Fixed Annuities, Retail Banking, Mortgage Banking, Small Business, Residential Mortgages, Commercial Banking, Risk Management
Education
Cornell Off Campus College 2000 — 2001
General, General
Queensborough Community College 1990 — 1992
Jonathan Serafin's New York Life Insurance Company Experience June 2013 - August 2014
Job Financial Adviser at Eagle Strategies, LLC (New York Life)
Industry Financial Services
Experience
Eagle Strategies, LLC October 2011 - Present
New York Life Insurance Company June 2013 - August 2014
New York Life May 2008 - June 2013
Skills
Leadership, Financial Recruiting, Training, Communication, Time Management, Hands on Leader, Multi-tasking Skills, Financial Planning, 401k, Employee Benefits, Insurance, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Finance, Financial Services, Investments, Retirement Planning, Securities
Education
Radford University 2003 — 2008
Paul VI High School 1999 — 2003
American College
LUTCF
Eagle Strategies, LLC October 2011 - Present
New York Life Insurance Company June 2013 - August 2014
New York Life May 2008 - June 2013
Skills
Leadership, Financial Recruiting, Training, Communication, Time Management, Hands on Leader, Multi-tasking Skills, Financial Planning, 401k, Employee Benefits, Insurance, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Finance, Financial Services, Investments, Retirement Planning, Securities
Education
Radford University 2003 — 2008
Paul VI High School 1999 — 2003
American College
LUTCF
Joseph Josiah Joseph Josiah's New York Life Insurance Company Experience 2012 - Present
Job at
Industry Financial Services
Experience
New York Life Insurance Company 2012 - Present
United States Army January 2008 - Present
Citizens Bank April 2006 - January 2013
Citizens Bank April 2006 - January 2013
Skills
Logistics, Sales, Sales Management, Customer Service, Microsoft Excel, Risk Management, Account Management, Marketing, Operations Management, Inventory Management, Training, Team Building, Management, Leadership Development, Leadership
Education
Rhode Island College
New York Life Insurance Company 2012 - Present
United States Army January 2008 - Present
Citizens Bank April 2006 - January 2013
Citizens Bank April 2006 - January 2013
Skills
Logistics, Sales, Sales Management, Customer Service, Microsoft Excel, Risk Management, Account Management, Marketing, Operations Management, Inventory Management, Training, Team Building, Management, Leadership Development, Leadership
Education
Rhode Island College
Christopher Cunha Christopher Cunha's New York Life Insurance Company Experience August 2008 - April 2009
Job Premier Client Service Group Banker @ Citizens Bank
Industry Banking
Experience
Citizens Bank November 2014 - Present
T-Mobile December 2012 - November 2014
Citizens Bank April 2009 - December 2012
New York Life Insurance Company August 2008 - April 2009
Skills
Insurance, Finance, Microsoft Office, Banking, Retail, Loans, Investments, Credit, Financial Services, Sales, Team Building, Public Speaking, Mortgage Lending
Education
Rhode Island College 2002 — 2008
Bachelor's, Communications, Marketing
East Providence High School 2000 — 2002
Citizens Bank November 2014 - Present
T-Mobile December 2012 - November 2014
Citizens Bank April 2009 - December 2012
New York Life Insurance Company August 2008 - April 2009
Skills
Insurance, Finance, Microsoft Office, Banking, Retail, Loans, Investments, Credit, Financial Services, Sales, Team Building, Public Speaking, Mortgage Lending
Education
Rhode Island College 2002 — 2008
Bachelor's, Communications, Marketing
East Providence High School 2000 — 2002
Jeimmy Cesar's New York Life Insurance Company Experience May 2015 - Present
Job Customer Service Representative Fixed Inforce Annuities at New York Life Insurance Company
Industry Public Relations and Communications
Experience
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company February 2015 - May 2015
Fidelity Investments April 2012 - April 2014
CMA Management Associates January 2009 - August 2009
University of Economics January 2008 - September 2008
Greater Dallas Hispanic Chamber of Commerce May 2007 - August 2007
Skills
Public Relations, Editing, Media Relations, Email Marketing, Marketing Communications, Copy Editing, Press Releases, Marketing, Newsletters, Advertising, Nonprofits, Interviews, Customer Service, Strategy, Management, Web Design, Graphic Design, Teaching, Sales, Social Media
Education
Randolph College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company February 2015 - May 2015
Fidelity Investments April 2012 - April 2014
CMA Management Associates January 2009 - August 2009
University of Economics January 2008 - September 2008
Greater Dallas Hispanic Chamber of Commerce May 2007 - August 2007
Skills
Public Relations, Editing, Media Relations, Email Marketing, Marketing Communications, Copy Editing, Press Releases, Marketing, Newsletters, Advertising, Nonprofits, Interviews, Customer Service, Strategy, Management, Web Design, Graphic Design, Teaching, Sales, Social Media
Education
Randolph College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Christopher J. Pia's New York Life Insurance Company Experience February 2008 - Present
Job Financial Services Professional at Pinnacle Strategies Inc.
Industry Financial Services
Experience
Pinnacle Strategies Inc. August 2013 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company February 2008 - Present
New York Life Insurance Company February 2008 - May 2009
Skills
Insurance, Investments, Retirement Planning, Estate Planning, Financial Services, Public Speaking, Project Management, Social Media, Marketing Strategy, 401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer...
Education
Quinnipiac University 2005 — 2009
Entrepreneurship & Small Business Management
St. Joseph High School 2002 — 2005
Pinnacle Strategies Inc. August 2013 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company February 2008 - Present
New York Life Insurance Company February 2008 - May 2009
Skills
Insurance, Investments, Retirement Planning, Estate Planning, Financial Services, Public Speaking, Project Management, Social Media, Marketing Strategy, 401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer...
Education
Quinnipiac University 2005 — 2009
Entrepreneurship & Small Business Management
St. Joseph High School 2002 — 2005
Cindy Cutler's New York Life Insurance Company Experience February 2014 - Present
Job Administrative Assistant at New York Life Insurance Company
Industry Nonprofit Organization Management
Experience
New York Life Insurance Company February 2014 - Present
Atlantic Bay Mortgage Group January 2013 - January 2014
American Security Mortgage February 2011 - January 2013
Tidewater Home Funding, LLC September 2009 - July 2010
Hampton Roads Business OutReach November 2007 - January 2010
Bank of America March 2003 - September 2009
ACCESS AIDS Care January 1999 - April 2007
Skills
Negotiator, Connector, Volunteer Management, First Time Home Buyers, Mortgage, FHA, Refinance, VA, Conventional, Home, Real Estate, Mortgage Lending, Negotiation, Connectors, Fundraising, Strategic Planning, Leadership, Selling, Customer Service, Insurance, Management, Loan Origination, Referrals, Sales, Marketing, Loans, Investment Properties, FHA financing, Mortgage Banking, Public Speaking, Residential Mortgages, Finance, Mortgage Marketing, Underwriting, Credit, Reverse Mortgages, USDA, VA loans, Residential Homes, Financial Services, Real Estate Transactions, Construction Loans, HUD, REO, Investments, Certified Mortgage..., Sellers, Short Sales, Real Estate Financing, Investors
Education
University of Oregon 1974 — 1979
BS, Environmental Studies
Alpha College of Real Estate
Military Relocation Professional Certification
Ferguson High School
Radford University
New York Life Insurance Company February 2014 - Present
Atlantic Bay Mortgage Group January 2013 - January 2014
American Security Mortgage February 2011 - January 2013
Tidewater Home Funding, LLC September 2009 - July 2010
Hampton Roads Business OutReach November 2007 - January 2010
Bank of America March 2003 - September 2009
ACCESS AIDS Care January 1999 - April 2007
Skills
Negotiator, Connector, Volunteer Management, First Time Home Buyers, Mortgage, FHA, Refinance, VA, Conventional, Home, Real Estate, Mortgage Lending, Negotiation, Connectors, Fundraising, Strategic Planning, Leadership, Selling, Customer Service, Insurance, Management, Loan Origination, Referrals, Sales, Marketing, Loans, Investment Properties, FHA financing, Mortgage Banking, Public Speaking, Residential Mortgages, Finance, Mortgage Marketing, Underwriting, Credit, Reverse Mortgages, USDA, VA loans, Residential Homes, Financial Services, Real Estate Transactions, Construction Loans, HUD, REO, Investments, Certified Mortgage..., Sellers, Short Sales, Real Estate Financing, Investors
Education
University of Oregon 1974 — 1979
BS, Environmental Studies
Alpha College of Real Estate
Military Relocation Professional Certification
Ferguson High School
Radford University
Jericho Kayne Jericho Kayne's New York Life Insurance Company Experience August 2012 - September 2012
Job Human Resources Coordinator at Cushman & Wakefield (Temp Role)
Industry Human Resources
Experience
Cushman & Wakefield Inc. June 2015 - Present
Gotham Technology Group April 2013 - December 2014
Compensation Resources, Inc. January 2013 - April 2013
DAF Products Inc. October 2012 - January 2013
New York Life Insurance Company August 2012 - September 2012
New York Life Insurance Company May 2012 - August 2012
PALUMO CLOTHIERS June 2007 - August 2009
Skills
Talent Management, Recruiting, Training, Employee Relations, Human Resources, Time Management, Team Leadership, Customer Service, Performance Management, Leadership Development, Leadership, PowerPoint, Public Speaking, Team Building, Microsoft Excel, Staff Development, Microsoft Word
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Arts- Business Administration- Management and Bachelor of Science in Psychology, Human Resource Management and Psychology
Anisfield School of Business 2009 — 2013
Bachelor of Science, Psychology
Cushman & Wakefield Inc. June 2015 - Present
Gotham Technology Group April 2013 - December 2014
Compensation Resources, Inc. January 2013 - April 2013
DAF Products Inc. October 2012 - January 2013
New York Life Insurance Company August 2012 - September 2012
New York Life Insurance Company May 2012 - August 2012
PALUMO CLOTHIERS June 2007 - August 2009
Skills
Talent Management, Recruiting, Training, Employee Relations, Human Resources, Time Management, Team Leadership, Customer Service, Performance Management, Leadership Development, Leadership, PowerPoint, Public Speaking, Team Building, Microsoft Excel, Staff Development, Microsoft Word
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Arts- Business Administration- Management and Bachelor of Science in Psychology, Human Resource Management and Psychology
Anisfield School of Business 2009 — 2013
Bachelor of Science, Psychology
Katarina Lutz ☁'s New York Life Insurance Company Experience June 2012 - August 2012
Job Account Manager | Business Intelligence, Analytics & Big Data at Oracle
Industry Marketing and Advertising
Experience
Oracle June 2015 - Present
Oracle June 2014 - May 2015
Seton Identification Products September 2012 - April 2014
Stratus Technologies May 2013 - July 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Marketing Communications, Social Media Marketing, Customer Service, Social Media, PowerPoint, Email Marketing, Salesforce.com, Microsoft Excel, Sales, Microsoft Office, Business Development, Business Intelligence, SPSS, Microsoft Word, HTML, Client Development, Advertising, Photoshop, Marketing, Camtasia, InDesign, Market Research, Event Planning, Business Analytics, Endeca, Marketing Event Planning, Business Strategy, Account Management, Marketing Management
Education
Quinnipiac University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Lorenzo de' Medici
Marketing
Lexington High School 2006 — 2010
Oracle June 2015 - Present
Oracle June 2014 - May 2015
Seton Identification Products September 2012 - April 2014
Stratus Technologies May 2013 - July 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Marketing Communications, Social Media Marketing, Customer Service, Social Media, PowerPoint, Email Marketing, Salesforce.com, Microsoft Excel, Sales, Microsoft Office, Business Development, Business Intelligence, SPSS, Microsoft Word, HTML, Client Development, Advertising, Photoshop, Marketing, Camtasia, InDesign, Market Research, Event Planning, Business Analytics, Endeca, Marketing Event Planning, Business Strategy, Account Management, Marketing Management
Education
Quinnipiac University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Lorenzo de' Medici
Marketing
Lexington High School 2006 — 2010
Vaughn Walwyn's New York Life Insurance Company Experience January 2013 - December 2013
Job Senior Marketing Manager at NGEN Radio
Industry Nonprofit Organization Management
Experience
NGEN Radio September 2015 - Present
Von Won Ministries April 2007 - Present
New York Life Insurance Company January 2013 - December 2013
Cbeyond Communications April 2007 - August 2008
Skills
Entertainment, Writing, Production, Music, Public Speaking, Advertising, Film, Recording, Nonprofits, Social Media, Sales, Customer Service, Social Media Marketing, Social Networking, Team Building, Marketing, Blogging, Television, Entrepreneurship, Leadership, Fundraising, Event Planning, Video Production, Strategic Planning, Editing, Management, Community Outreach, Volunteer Management, Microsoft Office, Public Relations, Church Events, Motivational Speaking, Creative Writing, Facebook, Teaching, Event Management, Press Releases, Sports
Education
Rice University 1999 — 2004
Bachelor's, History
South Houston High School 1995 — 1999
Diploma
NGEN Radio September 2015 - Present
Von Won Ministries April 2007 - Present
New York Life Insurance Company January 2013 - December 2013
Cbeyond Communications April 2007 - August 2008
Skills
Entertainment, Writing, Production, Music, Public Speaking, Advertising, Film, Recording, Nonprofits, Social Media, Sales, Customer Service, Social Media Marketing, Social Networking, Team Building, Marketing, Blogging, Television, Entrepreneurship, Leadership, Fundraising, Event Planning, Video Production, Strategic Planning, Editing, Management, Community Outreach, Volunteer Management, Microsoft Office, Public Relations, Church Events, Motivational Speaking, Creative Writing, Facebook, Teaching, Event Management, Press Releases, Sports
Education
Rice University 1999 — 2004
Bachelor's, History
South Houston High School 1995 — 1999
Diploma
Paloma Alvarado's New York Life Insurance Company Experience October 2014 - Present
Job Dedicated Financial Services Professional helping individuals achieve financial security in the DFW area.
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company October 2014 - Present
Bank of America Merchant Services January 2014 - September 2014
University of Texas at Dallas January 2012 - December 2013
Liberty Mutual Insurance April 2013 - November 2013
Famous Footwear January 2010 - September 2012
Famous Footwear August 2009 - December 2009
Skills
Sales, Time Management, Leadership, Wealth Preservation..., Life Insurance, Supplements to Employee..., Estate Planning, Education Funding..., Personal Finance, Legacy Planning, Asset Protection, Social Networking, Creative Problem Solving, Small Business, Investments, Annuity Sales, 401(k) Rollovers, Lifetime Income..., Customer Relations, Protection Planning/..., Protection..., Customer Service
Education
The University of Texas 2012 — 2013
Bachelor of Science, Marketing and Global Business
Richland College 2009 — 2011
Associates of Science, Business
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company October 2014 - Present
Bank of America Merchant Services January 2014 - September 2014
University of Texas at Dallas January 2012 - December 2013
Liberty Mutual Insurance April 2013 - November 2013
Famous Footwear January 2010 - September 2012
Famous Footwear August 2009 - December 2009
Skills
Sales, Time Management, Leadership, Wealth Preservation..., Life Insurance, Supplements to Employee..., Estate Planning, Education Funding..., Personal Finance, Legacy Planning, Asset Protection, Social Networking, Creative Problem Solving, Small Business, Investments, Annuity Sales, 401(k) Rollovers, Lifetime Income..., Customer Relations, Protection Planning/..., Protection..., Customer Service
Education
The University of Texas 2012 — 2013
Bachelor of Science, Marketing and Global Business
Richland College 2009 — 2011
Associates of Science, Business
Vincenzo Parente Vincenzo Parente's New York Life Insurance Company Experience August 2010 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2010 - Present
Citizens Bank January 2003 - June 2004
Skills
Insurance, Retirement, Series 6, Term Life Insurance, Investments, Strategic Financial..., 401k, Whole Life, Wealth Management, 401k Rollovers, Health Insurance, Wealth Accumulation, Financial Planners, Underwriting, Long Term Care Insurance, Small Business, Series 63, Financial Services, Wealth, Pensions, Buy-sell Agreements, Securities, College Savings Plans, Life & Health Insurance..., Roth IRA, Universal Life, Customer Service, Credit, Estate Planning, Financial Planning, Life Insurance, Retirement Planning, Sales
Education
Rhode Island College 2001 — 2005
Bachelors, Marketing
New York Life Insurance Company August 2010 - Present
Citizens Bank January 2003 - June 2004
Skills
Insurance, Retirement, Series 6, Term Life Insurance, Investments, Strategic Financial..., 401k, Whole Life, Wealth Management, 401k Rollovers, Health Insurance, Wealth Accumulation, Financial Planners, Underwriting, Long Term Care Insurance, Small Business, Series 63, Financial Services, Wealth, Pensions, Buy-sell Agreements, Securities, College Savings Plans, Life & Health Insurance..., Roth IRA, Universal Life, Customer Service, Credit, Estate Planning, Financial Planning, Life Insurance, Retirement Planning, Sales
Education
Rhode Island College 2001 — 2005
Bachelors, Marketing
Alison Longstreet Alison Longstreet's New York Life Insurance Company Experience July 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company July 2013 - Present
YP, formerly AT&T Advertising Solutions January 2011 - July 2013
AT&T Advertising Solutions January 2011 - October 2011
IVillage Inc January 2002 - March 2003
womensforum.com March 2001 - October 2001
Family Education Network September 1999 - March 2001
W Hotels November 1995 - September 1999
Condor Securities 1994 - 1995
Skills
Advertising, Sales, Marketing, Training, Management, Advertising Sales, Online Advertising, Strategic Planning, Salesforce.com, Cold Calling, Account Management, Lead Generation, Sales Management, CRM, SEM, Microsoft Word, Business Development, Digital Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Qualifying Prospects, Strategic Consulting, Internet Services, Social Media, SEO, Life Insurance, Term Life Insurance, Small Business, Sales Process, New Business Development, Recruiting, Sales Presentations, Direct Sales, B2B, Customer Retention, Selling, Insurance, Social Networking, 401k Rollovers, Whole Life
Education
Rider University 1990 — 1994
B.S, Management and Organizational Behavior; Business Administration
Sachem
New York Life Insurance Company July 2013 - Present
YP, formerly AT&T Advertising Solutions January 2011 - July 2013
AT&T Advertising Solutions January 2011 - October 2011
IVillage Inc January 2002 - March 2003
womensforum.com March 2001 - October 2001
Family Education Network September 1999 - March 2001
W Hotels November 1995 - September 1999
Condor Securities 1994 - 1995
Skills
Advertising, Sales, Marketing, Training, Management, Advertising Sales, Online Advertising, Strategic Planning, Salesforce.com, Cold Calling, Account Management, Lead Generation, Sales Management, CRM, SEM, Microsoft Word, Business Development, Digital Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Qualifying Prospects, Strategic Consulting, Internet Services, Social Media, SEO, Life Insurance, Term Life Insurance, Small Business, Sales Process, New Business Development, Recruiting, Sales Presentations, Direct Sales, B2B, Customer Retention, Selling, Insurance, Social Networking, 401k Rollovers, Whole Life
Education
Rider University 1990 — 1994
B.S, Management and Organizational Behavior; Business Administration
Sachem
Shah K. Shah K.'s New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
TD July 2013 - Present
McDonald's Corporation September 2010 - December 2013
Skills
Sales Management, Social Networking, Retail Banking, Small Business Lending, Financial Analysis, Cross Selling, Consumer Lending, Loans, Lotus Notes, Online Marketing, Customer Service, Life Insurance, Microsoft Office, Fixed Annuities
Education
Queensborough Community College 2012 — 2014
Associate's degree, Business Administration, Management and Operations
New York Life Insurance Company August 2014 - Present
TD July 2013 - Present
McDonald's Corporation September 2010 - December 2013
Skills
Sales Management, Social Networking, Retail Banking, Small Business Lending, Financial Analysis, Cross Selling, Consumer Lending, Loans, Lotus Notes, Online Marketing, Customer Service, Life Insurance, Microsoft Office, Fixed Annuities
Education
Queensborough Community College 2012 — 2014
Associate's degree, Business Administration, Management and Operations
Kyle Gravitte Kyle Gravitte's New York Life Insurance Company Experience August 2014 - October 2015
Job Quoting Analyst at BrockwaySmith Company
Industry Consumer Services
Experience
Brockway-Smith Company October 2015 - Present
New York Life Insurance Company August 2014 - October 2015
Quinnipiac University June 2012 - May 2014
Q30 Quinnipiac Campus Television May 2012 - May 2013
NESN and SNY (Quinnipiac Bobcats Unleashed) October 2011 - March 2013
Q30 Quinnipiac Campus Television May 2011 - January 2013
Q30 September 2009 - January 2013
CBS Sports March 2012 - June 2012
KnowledgePoint360 Group June 2011 - August 2011
Dr. Raymond Monico DMD August 2008 - August 2010
Skills
Final Cut Pro, Editing, Social Media, Video, Television, Film, Adobe Creative Suite, Public Relations, Microsoft Office, Facebook, Journalism, Twitter, Instagram, Social Media Marketing, Social Networking, Digital Media, Digital Marketing, Photography, Media Relations, WordPress, Marketing, Team Leadership, Technology, Press Releases, Event Planning, Leadership, Blogging, Time Management, Customer Service, Teamwork, Sales, Sales Operations
Education
Quinnipiac University 2013 — 2014
Master of Science (M.S.), Interactive Media - Social Media
Quinnipiac University 2009 — 2013
Bachelor of Arts (B.A.), Film, Video, and Interactive Media
Randolph High School 2005 — 2009
Brockway-Smith Company October 2015 - Present
New York Life Insurance Company August 2014 - October 2015
Quinnipiac University June 2012 - May 2014
Q30 Quinnipiac Campus Television May 2012 - May 2013
NESN and SNY (Quinnipiac Bobcats Unleashed) October 2011 - March 2013
Q30 Quinnipiac Campus Television May 2011 - January 2013
Q30 September 2009 - January 2013
CBS Sports March 2012 - June 2012
KnowledgePoint360 Group June 2011 - August 2011
Dr. Raymond Monico DMD August 2008 - August 2010
Skills
Final Cut Pro, Editing, Social Media, Video, Television, Film, Adobe Creative Suite, Public Relations, Microsoft Office, Facebook, Journalism, Twitter, Instagram, Social Media Marketing, Social Networking, Digital Media, Digital Marketing, Photography, Media Relations, WordPress, Marketing, Team Leadership, Technology, Press Releases, Event Planning, Leadership, Blogging, Time Management, Customer Service, Teamwork, Sales, Sales Operations
Education
Quinnipiac University 2013 — 2014
Master of Science (M.S.), Interactive Media - Social Media
Quinnipiac University 2009 — 2013
Bachelor of Arts (B.A.), Film, Video, and Interactive Media
Randolph High School 2005 — 2009
Shah Karim Shah Karim's New York Life Insurance Company Experience January 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Skills
Sales, Customer Service, Life Insurance, Whole Life, Universal Life, Term Life Insurance, Long-term Care, Employee Benefits, Estate Planning, Disability Insurance, Retirement Planning, Fixed Annuities
Education
Queensborough Community College 2012 — 2014
Associate's degree, Business Administration and Management, General
Queensborough Community College
Associate's degree, Business Administration and Management, General
New York Life Insurance Company January 2015 - Present
Skills
Sales, Customer Service, Life Insurance, Whole Life, Universal Life, Term Life Insurance, Long-term Care, Employee Benefits, Estate Planning, Disability Insurance, Retirement Planning, Fixed Annuities
Education
Queensborough Community College 2012 — 2014
Associate's degree, Business Administration and Management, General
Queensborough Community College
Associate's degree, Business Administration and Management, General
Mufizul Ahad's New York Life Insurance Company Experience June 2015 - Present
Job Advisor at New York Life, Helping Individuals and Businesses with Risk Management & Financial Growth
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Chase November 2013 - February 2014
Citi July 2012 - November 2013
Best Buy October 2010 - February 2012
Skills
Risk Management, Sales, Customer Service, Management, Banking, Finance, Credit, Loans, Microsoft Excel, Consumer Lending, Cross Selling, Sales Management, Customer Satisfaction, Financial Analysis, Portfolio Management, Customer Experience, Retail Banking, Cash Management, Mortgage Lending, Credit Analysis, Retail, Sales Management..., Sales Operations, Direct Sales, Account Management, Relationship Management
Education
Queensborough Community College 2013 — 2015
Business Administration and Management
Thomas A Edison 2007 — 2010
Highschool Diploma
New York Life Insurance Company June 2015 - Present
Chase November 2013 - February 2014
Citi July 2012 - November 2013
Best Buy October 2010 - February 2012
Skills
Risk Management, Sales, Customer Service, Management, Banking, Finance, Credit, Loans, Microsoft Excel, Consumer Lending, Cross Selling, Sales Management, Customer Satisfaction, Financial Analysis, Portfolio Management, Customer Experience, Retail Banking, Cash Management, Mortgage Lending, Credit Analysis, Retail, Sales Management..., Sales Operations, Direct Sales, Account Management, Relationship Management
Education
Queensborough Community College 2013 — 2015
Business Administration and Management
Thomas A Edison 2007 — 2010
Highschool Diploma
Austin Caswell's New York Life Insurance Company Experience May 2012 - August 2012
Job Protection Specialist at Integrated Wealth Strategies
Industry Financial Services
Experience
Integrated Wealth Strategies June 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Integrated Wealth Strategies May 2011 - August 2011
Integrated Wealth Strategies May 2010 - August 2010
Education
Rensselaer Polytechnic Institute 2009 — 2013
Bachelor of Science (B.S.) in Business Management and Technology, Financial Engineering and Risk Analytics
Integrated Wealth Strategies June 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Integrated Wealth Strategies May 2011 - August 2011
Integrated Wealth Strategies May 2010 - August 2010
Education
Rensselaer Polytechnic Institute 2009 — 2013
Bachelor of Science (B.S.) in Business Management and Technology, Financial Engineering and Risk Analytics
Steven Glatzer,CLF ® Steven Glatzer,CLF ®'s New York Life Insurance Company Experience 2010 - 2011
Job Agency Sales Director at MassMutual South Florida
Industry Financial Services
Experience
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
MassMutual South Florida August 2015 - Present
Principal Financial Group August 2012 - December 2014
New York Life Insurance Company 2010 - 2011
AXA Advisors January 2010 - May 2010
New England Financial May 2006 - May 2010
Lincoln Financal 2004 - 2006
Skills
Insurance, Strategy, Fixed Annuities, Management, Wealth Accumulation, Executive Benefit..., Variable Annuities, 401k, Buy-sell Agreements, Income Protection, IRAs, Series 7, Series 24, Deferred Compensation, Mutual Funds, Asset Management, Survivor Income, Term Life Insurance, Whole Life, Estate Planning, Strategic Financial..., Universal Life, Risk Management, Business Planning, Retirement Planning, Finance, Financial Services, Retirement, Life Insurance, Investments
Education
Quinnipiac University 1981 — 1982
Accounting
John F.Kennedy
Jerry Schwertfeger's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Merck January 2010 - October 2013
Schering June 2005 - January 2010
Andrx Labs 2003 - 2005
HealthSouth October 2000 - December 2002
Saint Louis University August 1992 - October 2000
Skills
Pharmaceutical Industry, Product Launch, Pharmaceutical Sales, Cardiology, Internal Medicine, Pulmonology, New Business Development, Diabetes, Allergy, Asthma, Infectious Diseases, Endocrinology, Orthopedic, Orthopedic..., Sports Medicine, Neurology, Rheumatology, Orthopedics, Sales
Education
Radford University 1987 — 1989
Master's degree, Sports Medicine
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, Athletic Training/Trainer
New York Life Insurance Company November 2014 - Present
Merck January 2010 - October 2013
Schering June 2005 - January 2010
Andrx Labs 2003 - 2005
HealthSouth October 2000 - December 2002
Saint Louis University August 1992 - October 2000
Skills
Pharmaceutical Industry, Product Launch, Pharmaceutical Sales, Cardiology, Internal Medicine, Pulmonology, New Business Development, Diabetes, Allergy, Asthma, Infectious Diseases, Endocrinology, Orthopedic, Orthopedic..., Sports Medicine, Neurology, Rheumatology, Orthopedics, Sales
Education
Radford University 1987 — 1989
Master's degree, Sports Medicine
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, Athletic Training/Trainer
Scott Relyea Scott Relyea's New York Life Insurance Company Experience January 2011 - March 2011
Job Account Manager at Corporate Synergies
Industry Financial Services
Experience
Corporate Synergies February 2014 - Present
Corporate Synergies April 2011 - February 2014
New York Life Insurance Company January 2011 - March 2011
Northwestern Mutual June 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Social Media, Public Speaking, Financial Reporting, Facebook, Strategic Planning, Data Analysis, Outlook, Risk Management, Analysis
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor's degree, Finance, General
Quinnipiac University 2007 — 2010
Bachelor of Arts (BA), Finance
Corporate Synergies February 2014 - Present
Corporate Synergies April 2011 - February 2014
New York Life Insurance Company January 2011 - March 2011
Northwestern Mutual June 2010 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Social Media, Public Speaking, Financial Reporting, Facebook, Strategic Planning, Data Analysis, Outlook, Risk Management, Analysis
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor's degree, Finance, General
Quinnipiac University 2007 — 2010
Bachelor of Arts (BA), Finance
Joshua Bauer's New York Life Insurance Company Experience December 2009 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2009 - Present
New York Life Insurance Company February 2008 - November 2009
ECI Teleconferencing Company April 2001 - January 2008
Skills
CRM, Sales Operations, Retirement Planning, Fixed Annuities, Business, Financial Services, Strategic Planning, Customer Service, Leadership, Direct Sales, Financial Planning, Insurance, Sales, Sales Presentations, Employee Benefits, Retirement, Life Insurance, Mutual Funds, Investments, Marketing, Finance
Education
Rider University
B.S, English Literature
New York Life Insurance Company December 2009 - Present
New York Life Insurance Company February 2008 - November 2009
ECI Teleconferencing Company April 2001 - January 2008
Skills
CRM, Sales Operations, Retirement Planning, Fixed Annuities, Business, Financial Services, Strategic Planning, Customer Service, Leadership, Direct Sales, Financial Planning, Insurance, Sales, Sales Presentations, Employee Benefits, Retirement, Life Insurance, Mutual Funds, Investments, Marketing, Finance
Education
Rider University
B.S, English Literature
Erin Alves Erin Alves's New York Life Insurance Company Experience February 2012 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company February 2012 - Present
New York Life Insurance Company 2012 - Present
East Providence School District September 1999 - June 2012
Skills
Insurance, Teaching, Customer Service, Strategic Planning, College Funding..., Mortgage Protection, Retirement Planning, Wealth Accumulation, Estate Planning, Charitable Gift Planning, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Series 6, Series 63, Business Planning, Term Life Insurance, Whole Life, Family Protection..., 401 (k) Rollovers, 401k, Public Speaking, Disability Insurance, Long-term Care, Life Insurance, Retirement, Microsoft Office, Mortgage Marketing
Education
Rhode Island College 1994 — 1999
Bachelor of Arts (B.A.), Psychology
Mt. Hope High School 1993 — 1994
Warren High School
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company February 2012 - Present
New York Life Insurance Company 2012 - Present
East Providence School District September 1999 - June 2012
Skills
Insurance, Teaching, Customer Service, Strategic Planning, College Funding..., Mortgage Protection, Retirement Planning, Wealth Accumulation, Estate Planning, Charitable Gift Planning, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Series 6, Series 63, Business Planning, Term Life Insurance, Whole Life, Family Protection..., 401 (k) Rollovers, 401k, Public Speaking, Disability Insurance, Long-term Care, Life Insurance, Retirement, Microsoft Office, Mortgage Marketing
Education
Rhode Island College 1994 — 1999
Bachelor of Arts (B.A.), Psychology
Mt. Hope High School 1993 — 1994
Warren High School
Brittany Shaffer Brittany Shaffer's New York Life Insurance Company Experience February 2015 - May 2015
Job ProfessionalBold andAlways Leading by Example
Industry Financial Services
Experience
Beckman Schmalzle PLC May 2015 - Present
New York Life Insurance Company February 2015 - May 2015
New York Life Insurance Company October 2014 - February 2015
United States Army Recruiting January 2013 - May 2014
Probation and Parole Office August 2012 - December 2012
Skills
Data Entry, Microsoft Office, Public Speaking, Time Management, Management, Adobe Design Programs, Prezi, SPSS, Project Management, Hootsuite, Analytics, Event Planning, Social Media Marketing, Customer Service, Leadership, PowerPoint, Microsoft Excel, Research, Social Media, Social Networking
Education
Radford University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Beckman Schmalzle PLC May 2015 - Present
New York Life Insurance Company February 2015 - May 2015
New York Life Insurance Company October 2014 - February 2015
United States Army Recruiting January 2013 - May 2014
Probation and Parole Office August 2012 - December 2012
Skills
Data Entry, Microsoft Office, Public Speaking, Time Management, Management, Adobe Design Programs, Prezi, SPSS, Project Management, Hootsuite, Analytics, Event Planning, Social Media Marketing, Customer Service, Leadership, PowerPoint, Microsoft Excel, Research, Social Media, Social Networking
Education
Radford University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Joe Minniti's New York Life Insurance Company Experience October 2014 - Present
Job Financial Service Professional helping individuals and business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company October 2014 - Present
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2010 - May 2012
Skills
Wealth Preservation..., Business Insurance..., Retirement Planning, 401k Rollovers, Life Insurance..., Grandchild Gifting, Education Funding..., Legacy Planning, Annuity Sales, Asset Protection, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Science (BS), Integrated Science Studies, Business Administration, 3.498
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company October 2014 - Present
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2010 - May 2012
Skills
Wealth Preservation..., Business Insurance..., Retirement Planning, 401k Rollovers, Life Insurance..., Grandchild Gifting, Education Funding..., Legacy Planning, Annuity Sales, Asset Protection, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Science (BS), Integrated Science Studies, Business Administration, 3.498
Chris Slane Chris Slane's New York Life Insurance Company Experience 2000 - 2007
Job Relationship Executive for Largest Payments CUSO
Industry Financial Services
Experience
PSCU April 2015 - Present
Quatrro February 2013 - April 2015
PSCU April 2007 - January 2013
New York Life Insurance Company 2000 - 2007
Florida Commission on Responsible Fatherhood 1999 - 2000
Family First 1997 - 2000
U.S. House of Representatives May 1997 - July 1997
School District of Hillsborough County 1993 - 1995
Skills
Business Strategy, Market Research, Analytics, Credit Cards, Business Development, Leadership, Risk Management, Public Speaking, Analysis, Lead Generation, Executive Management, Mobile Payments, Strategic Planning, CRM, Banking, Forecasting, Sales, Electronic Payments, Consulting, Market Analysis, Program Management, Product Management, Payments, Marketing, Politics, Financial Services, Portfolio Management, Vendor Management, Operations Management, Surveys, New Business Development, Budgets, Debit Cards, Payment Systems, Product Development, Credit, Insurance, Competitive Analysis, Selling, Advertising, Integrated Marketing, Strategic Partnerships, Relationship Management, Enterprise Software, Segmentation, Planning/Budgeting, Trending/Analysis, Card Payments, Risk/Fraud, Start-ups
Education
The University of Tampa, John H. Sykes College of Business
MBA, Finance and Economics
Regent University
M.A., Public Policy
The University of Georgia
Advanced Certificate, Marketing Research
University of South Florida
B.A., Political Science
Direct Marketing Association 2003 — 2003
Certificate, Statistics and Modeling for Direct Marketers
PSCU April 2015 - Present
Quatrro February 2013 - April 2015
PSCU April 2007 - January 2013
New York Life Insurance Company 2000 - 2007
Florida Commission on Responsible Fatherhood 1999 - 2000
Family First 1997 - 2000
U.S. House of Representatives May 1997 - July 1997
School District of Hillsborough County 1993 - 1995
Skills
Business Strategy, Market Research, Analytics, Credit Cards, Business Development, Leadership, Risk Management, Public Speaking, Analysis, Lead Generation, Executive Management, Mobile Payments, Strategic Planning, CRM, Banking, Forecasting, Sales, Electronic Payments, Consulting, Market Analysis, Program Management, Product Management, Payments, Marketing, Politics, Financial Services, Portfolio Management, Vendor Management, Operations Management, Surveys, New Business Development, Budgets, Debit Cards, Payment Systems, Product Development, Credit, Insurance, Competitive Analysis, Selling, Advertising, Integrated Marketing, Strategic Partnerships, Relationship Management, Enterprise Software, Segmentation, Planning/Budgeting, Trending/Analysis, Card Payments, Risk/Fraud, Start-ups
Education
The University of Tampa, John H. Sykes College of Business
MBA, Finance and Economics
Regent University
M.A., Public Policy
The University of Georgia
Advanced Certificate, Marketing Research
University of South Florida
B.A., Political Science
Direct Marketing Association 2003 — 2003
Certificate, Statistics and Modeling for Direct Marketers
Joe Carbone Joe Carbone's New York Life Insurance Company Experience January 2003 - August 2005
Job Director at Michael Page U.S.
Industry Staffing and Recruiting
Experience
Michael Page October 2007 - September 2015
Wealth Advisory Group LLC August 2005 - October 2007
New York Life Insurance Company January 2003 - August 2005
Merrill Lynch January 2001 - December 2002
Skills
Contract Negotiation, Permanent and Contract..., Career Development..., Budget Analysis, Time Management, Identifying Talent, Business Process..., Contract Recruitment, Talent Management, Budgets, Executive Search, Recruiting, Strategy, Governance, Banking, Financial Services, Management, Benefits Negotiation, Human Resources, Program Management, Project Management, Finance, Business Analysis, Sales, Applicant Tracking..., Consulting, Sourcing, Risk Management, Technical Recruiting, College Recruiting, Professional Services, Portfolio Management, Leadership, CRM, Internal Audit, Recruitment Advertising, Information Technology, Temporary Staffing, Executive Management, Staffing Services, Business Development, Permanent Placement, Temporary Placement, Talent Acquisition, Investment Banking, Search, Screening Resumes
Education
Manhattan College 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Quinnipiac University 1998 — 1999
Bishop Hendricken 1994 — 1998
Michael Page October 2007 - September 2015
Wealth Advisory Group LLC August 2005 - October 2007
New York Life Insurance Company January 2003 - August 2005
Merrill Lynch January 2001 - December 2002
Skills
Contract Negotiation, Permanent and Contract..., Career Development..., Budget Analysis, Time Management, Identifying Talent, Business Process..., Contract Recruitment, Talent Management, Budgets, Executive Search, Recruiting, Strategy, Governance, Banking, Financial Services, Management, Benefits Negotiation, Human Resources, Program Management, Project Management, Finance, Business Analysis, Sales, Applicant Tracking..., Consulting, Sourcing, Risk Management, Technical Recruiting, College Recruiting, Professional Services, Portfolio Management, Leadership, CRM, Internal Audit, Recruitment Advertising, Information Technology, Temporary Staffing, Executive Management, Staffing Services, Business Development, Permanent Placement, Temporary Placement, Talent Acquisition, Investment Banking, Search, Screening Resumes
Education
Manhattan College 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Quinnipiac University 1998 — 1999
Bishop Hendricken 1994 — 1998
Austin Russell Bustamante, LUTCF's New York Life Insurance Company Experience January 2007 - Present
Job Investment Adviser Representative Eagle Strategies, LLC
Industry Investment Management
Experience
Eagle Strategies, LLC February 2013 - Present
New York Life Insurance Company January 2007 - Present
Skills
Investment Advisory, Portfolio Management, Strategic Financial..., Wealth Management, Investment Strategies, Insurance, Financial Services, Finance, Investments, Retirement, Retirement Planning, Mutual Funds, Financial Planning
Education
The American College 2010 — 2010
LUTCF, Financial Services
Riverside Community College 2000 — 2002
Eagle Strategies, LLC February 2013 - Present
New York Life Insurance Company January 2007 - Present
Skills
Investment Advisory, Portfolio Management, Strategic Financial..., Wealth Management, Investment Strategies, Insurance, Financial Services, Finance, Investments, Retirement, Retirement Planning, Mutual Funds, Financial Planning
Education
The American College 2010 — 2010
LUTCF, Financial Services
Riverside Community College 2000 — 2002
Ben Emerson Ben Emerson's New York Life Insurance Company Experience 2006 - 2007
Job Designer, Creative, Writer, Visual Systemologist
Industry Design
Experience
O'Shaughnessy Asset Management, LLC (OSAM) January 2008 - Present
Various Firms c/o Aquent & CreativePlacement 2005 - 2008
Alexander Isley, Inc. 2007 - 2007
United States Tennis Association (USTA) 2007 - 2007
New York Life Insurance Company 2006 - 2007
Rocky Mountain Institute 2001 - 2005
The Snow Buffalo (non-fiction/memoir) 2001 - 2001
The Design Studio (Basalt, CO) 2000 - 2001
Aspen Daily News 2000 - 2000
Gerry Sportswear Company 1997 - 1999
Skills
Strategic Planning, Team Leadership, Collaborative Leadership, Mentoring Of Staff, Creative Writing, Memoir, Ideation, Social Media, Web Design, Graphic Design, Marketing Strategy, Copywriting, Copy Editing, Production, Project Coordination, Budget Analysis, Corporate Communications, Sourcing &..., Fulfillment, Documentation, Editing, Public Relations, Leadership, Publishing, Social Media Marketing, Blogging, Direct Mail, Corporate Branding, Budgets, Creative Direction, Software Documentation, Order Fulfillment, Management
Education
ABRHS
French, Latin
Northfield Mount Hermon School
Cum Laude, Student Leader
Rhode Island School of Design
BFA, Graphic Design
University of Colorado at Boulder
Attended School of Environmental Design (ENVD)
O'Shaughnessy Asset Management, LLC (OSAM) January 2008 - Present
Various Firms c/o Aquent & CreativePlacement 2005 - 2008
Alexander Isley, Inc. 2007 - 2007
United States Tennis Association (USTA) 2007 - 2007
New York Life Insurance Company 2006 - 2007
Rocky Mountain Institute 2001 - 2005
The Snow Buffalo (non-fiction/memoir) 2001 - 2001
The Design Studio (Basalt, CO) 2000 - 2001
Aspen Daily News 2000 - 2000
Gerry Sportswear Company 1997 - 1999
Skills
Strategic Planning, Team Leadership, Collaborative Leadership, Mentoring Of Staff, Creative Writing, Memoir, Ideation, Social Media, Web Design, Graphic Design, Marketing Strategy, Copywriting, Copy Editing, Production, Project Coordination, Budget Analysis, Corporate Communications, Sourcing &..., Fulfillment, Documentation, Editing, Public Relations, Leadership, Publishing, Social Media Marketing, Blogging, Direct Mail, Corporate Branding, Budgets, Creative Direction, Software Documentation, Order Fulfillment, Management
Education
ABRHS
French, Latin
Northfield Mount Hermon School
Cum Laude, Student Leader
Rhode Island School of Design
BFA, Graphic Design
University of Colorado at Boulder
Attended School of Environmental Design (ENVD)
Jordan P. Pavlides, CFP® Jordan P. Pavlides, CFP®'s New York Life Insurance Company Experience 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
New York Life Insurance Company/Eagle Strategies LLC August 2008 - September 2015
Skills
Insurance, Mutual Funds, Investments, Long Term Care Insurance, Disability Insurance, Retirement Planning, 401k Rollovers, Fixed Annuities, Series 63, Strategic Financial..., IRAs, Life Insurance, Charitable Gift..., Variable Annuities, Long Range Planning, Estate Planning, Wealth Accumulation, Series 6, Long-term Care, Roth IRA, 401k, Financial Planners, Financial Advisory, Wealth, Financial Planning, Financial Services
Education
The American College 2011 — 2013
Quinnipiac University 2002 — 2006
BA
New York Life Insurance Company 2015 - Present
New York Life Insurance Company/Eagle Strategies LLC August 2008 - September 2015
Skills
Insurance, Mutual Funds, Investments, Long Term Care Insurance, Disability Insurance, Retirement Planning, 401k Rollovers, Fixed Annuities, Series 63, Strategic Financial..., IRAs, Life Insurance, Charitable Gift..., Variable Annuities, Long Range Planning, Estate Planning, Wealth Accumulation, Series 6, Long-term Care, Roth IRA, 401k, Financial Planners, Financial Advisory, Wealth, Financial Planning, Financial Services
Education
The American College 2011 — 2013
Quinnipiac University 2002 — 2006
BA
Nina Dimagiba Nina Dimagiba's New York Life Insurance Company Experience March 2015 - Present
Job Dedicated New York Life Insurance Agent helping to protect families in MA
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Skills
401k, Asset Protection, Education Funding, Estate Planning, Fixed Annuities, Income Protection, Legacy Planning, Life Insurance, Long-term Care, Personal Finance, Retirement, Universal Life, Wealth Preservation, Small Business
Education
Quincy College 1996 — 1998
Associate's degree, Legal Assistant/Paralegal
New York Life Insurance Company March 2015 - Present
Skills
401k, Asset Protection, Education Funding, Estate Planning, Fixed Annuities, Income Protection, Legacy Planning, Life Insurance, Long-term Care, Personal Finance, Retirement, Universal Life, Wealth Preservation, Small Business
Education
Quincy College 1996 — 1998
Associate's degree, Legal Assistant/Paralegal
David Duquette's New York Life Insurance Company Experience April 2014 - Present
Job Partner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company October 2010 - March 2014
Skills
Permanent Life Insurance, Term Life Insurance, Variable Annuities, Fixed Annuities, Long Term Care Insurance, Traditional IRA, Roth IRA, 401k, 401k Rollovers, 529 Plans, Retirement Savings, Retirement Planning, Command, Disability Insurance, Life Insurance, Retirement, Health Insurance, Financial Services, Investments, Insurance
Education
Rivier College
Bachelor's degree, Business Administration
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company October 2010 - March 2014
Skills
Permanent Life Insurance, Term Life Insurance, Variable Annuities, Fixed Annuities, Long Term Care Insurance, Traditional IRA, Roth IRA, 401k, 401k Rollovers, 529 Plans, Retirement Savings, Retirement Planning, Command, Disability Insurance, Life Insurance, Retirement, Health Insurance, Financial Services, Investments, Insurance
Education
Rivier College
Bachelor's degree, Business Administration
Garret Thiel's New York Life Insurance Company Experience August 2013 - May 2015
Job Physician Sales Account Manager at EHE International
Industry Hospital & Health Care
Experience
EHE International May 2015 - Present
NYLIFE Securities LLC August 2013 - May 2015
New York Life Insurance Company August 2013 - May 2015
East Coast Parking June 2009 - August 2012
Clarins Group February 2008 - August 2012
Skills
Leadership, Sales, Customer Satisfaction, Management, Finance, Teamwork, Public Speaking, Social Media
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middletown High School South 2004 — 2008
EHE International May 2015 - Present
NYLIFE Securities LLC August 2013 - May 2015
New York Life Insurance Company August 2013 - May 2015
East Coast Parking June 2009 - August 2012
Clarins Group February 2008 - August 2012
Skills
Leadership, Sales, Customer Satisfaction, Management, Finance, Teamwork, Public Speaking, Social Media
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middletown High School South 2004 — 2008
Izabela Przybyla Izabela Przybyla's New York Life Insurance Company Experience August 2013 - Present
Job CoFounder and Administrative Director at Krol Kazimierz Wielki Polish Language School
Industry Financial Services
Experience
Krol Kazimierz Wielki Polish Language School January 2014 - Present
New York Life Insurance Company August 2013 - Present
Polish Teachers Association in America February 2013 - Present
Jan Brzechwa Polish Language School September 2007 - May 2014
Northwestern Mutual Financial Network November 2008 - October 2013
Skills
Microsoft Excel, Retirement, Investments, Life Insurance, PowerPoint, Insurance, Customer Service, Outlook, Finance, Disability Insurance, Fixed Annuities, Microsoft Office, Mutual Funds, Retirement Planning, Financial Analysis, Strategic Financial..., Asset Allocation, Financial Services, Investment Strategies, Long-term Care, Analysis, Client Services, Sales, Marketing, Social Networking, Financial Planning, Management, Leadership, Team Building
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2013
Project Management Certificate Program, Executive Education
University of Pedagogy, Krakow, Poland 1999 — 2004
Masters Degree, Concentration in military & defense education
Quinlan School of Business, Loyola University Chicago
MBA Certificate Program, Executive Education
Krol Kazimierz Wielki Polish Language School January 2014 - Present
New York Life Insurance Company August 2013 - Present
Polish Teachers Association in America February 2013 - Present
Jan Brzechwa Polish Language School September 2007 - May 2014
Northwestern Mutual Financial Network November 2008 - October 2013
Skills
Microsoft Excel, Retirement, Investments, Life Insurance, PowerPoint, Insurance, Customer Service, Outlook, Finance, Disability Insurance, Fixed Annuities, Microsoft Office, Mutual Funds, Retirement Planning, Financial Analysis, Strategic Financial..., Asset Allocation, Financial Services, Investment Strategies, Long-term Care, Analysis, Client Services, Sales, Marketing, Social Networking, Financial Planning, Management, Leadership, Team Building
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2013
Project Management Certificate Program, Executive Education
University of Pedagogy, Krakow, Poland 1999 — 2004
Masters Degree, Concentration in military & defense education
Quinlan School of Business, Loyola University Chicago
MBA Certificate Program, Executive Education
Brent Hotard Brent Hotard's New York Life Insurance Company Experience January 2012 - August 2012
Job Procurement Specialist (Wellbore Technologies) National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco August 2014 - Present
Alcoa Oil & Gas Inc. September 2012 - August 2014
New York Life Insurance Company January 2012 - August 2012
Oceaneering May 2010 - August 2010
Houston Dynamo May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Sales, Event Planning, Microsoft Office, Oracle Reports, Research, Leadership, Kaizen, Lean Operations, A3 Thinking, Business Process..., Business Strategy, Marketing, Customer Service, Risk Management, Data Analysis, Investments, Strategic Financial..., Financial Analysis, Sports Management, Financial Modeling, Oracle Discoverer, Business Development, Process Improvement
Education
Rice University 2007 — 2011
BA., Sports Management and Business Administration
National Oilwell Varco August 2014 - Present
Alcoa Oil & Gas Inc. September 2012 - August 2014
New York Life Insurance Company January 2012 - August 2012
Oceaneering May 2010 - August 2010
Houston Dynamo May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Sales, Event Planning, Microsoft Office, Oracle Reports, Research, Leadership, Kaizen, Lean Operations, A3 Thinking, Business Process..., Business Strategy, Marketing, Customer Service, Risk Management, Data Analysis, Investments, Strategic Financial..., Financial Analysis, Sports Management, Financial Modeling, Oracle Discoverer, Business Development, Process Improvement
Education
Rice University 2007 — 2011
BA., Sports Management and Business Administration
James Lipscomb James Lipscomb's New York Life Insurance Company Experience August 2011 - July 2013
Job Sports Researcher
Industry Broadcast Media
Experience
NBC Sports September 2012 - Present
New York Life Insurance Company August 2011 - July 2013
Vortex Productions September 2011 - November 2012
Quinnipiac University August 2009 - May 2011
Q30 January 2009 - May 2011
WTNH News Channel January 2010 - May 2010
Skills
Final Cut Pro, Broadcast, Journalism, Avid, Storytelling, Media Production, News Writing, Producing, Sports, Social Media, Camera, Microsoft Office, Social Networking, Video Editing, Blogging, Editing, PowerPoint, Video Production, Microsoft Excel, Copy Editing, Press Releases, Broadcast Journalism
Education
Quinnipiac University 2007 — 2011
Bachelor's, Broadcast Journalism
Fordham Prep alum 2003 — 2007
NBC Sports September 2012 - Present
New York Life Insurance Company August 2011 - July 2013
Vortex Productions September 2011 - November 2012
Quinnipiac University August 2009 - May 2011
Q30 January 2009 - May 2011
WTNH News Channel January 2010 - May 2010
Skills
Final Cut Pro, Broadcast, Journalism, Avid, Storytelling, Media Production, News Writing, Producing, Sports, Social Media, Camera, Microsoft Office, Social Networking, Video Editing, Blogging, Editing, PowerPoint, Video Production, Microsoft Excel, Copy Editing, Press Releases, Broadcast Journalism
Education
Quinnipiac University 2007 — 2011
Bachelor's, Broadcast Journalism
Fordham Prep alum 2003 — 2007
Chad Bomberger Chad Bomberger's New York Life Insurance Company Experience June 2015 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Robert Morris University September 2012 - May 2013
Five Guys Burgers and Fries July 2009 - December 2012
Clair Global June 2011 - August 2011
Skills
Time Management, Critical Thinking, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Food Service, Visual Basic, Microsoft Access, Leadership, Teamwork, Public Speaking, Statistics, Research, VBA, Access
Education
Robert Morris University 2011 — 2015
Bachelor’s Degree, Actuarial Science, 3.89/4.00
Robert Morris University 2011 — 2015
Bachelor’s Degree, Finance, 3.89/4.00
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Robert Morris University September 2012 - May 2013
Five Guys Burgers and Fries July 2009 - December 2012
Clair Global June 2011 - August 2011
Skills
Time Management, Critical Thinking, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Food Service, Visual Basic, Microsoft Access, Leadership, Teamwork, Public Speaking, Statistics, Research, VBA, Access
Education
Robert Morris University 2011 — 2015
Bachelor’s Degree, Actuarial Science, 3.89/4.00
Robert Morris University 2011 — 2015
Bachelor’s Degree, Finance, 3.89/4.00
Timothy Leahy Timothy Leahy's New York Life Insurance Company Experience June 1999 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2005 - Present
New York Life Insurance Company June 1999 - Present
NYLIFE Securities LLC June 1999 - Present
United States Coast Guard May 1979 - June 1999
Skills
Life Insurance, 401(k) Rollovers, IRA Rollovers, Asset Protection, Key Person Insurance, Licensed in Long Term..., Legacy Planning, Lifetime Income..., Buy-sell Agreements, Estate Planning, Business Succession..., Gifting Strategies
Education
Rensselaer Polytechnic Institute 1983 — 1984
MS, Operations Research and Statistics
US Coast Guard Academy 1975 — 1979
B. S., Civil Engineering
Eagle Strategies, LLC November 2005 - Present
New York Life Insurance Company June 1999 - Present
NYLIFE Securities LLC June 1999 - Present
United States Coast Guard May 1979 - June 1999
Skills
Life Insurance, 401(k) Rollovers, IRA Rollovers, Asset Protection, Key Person Insurance, Licensed in Long Term..., Legacy Planning, Lifetime Income..., Buy-sell Agreements, Estate Planning, Business Succession..., Gifting Strategies
Education
Rensselaer Polytechnic Institute 1983 — 1984
MS, Operations Research and Statistics
US Coast Guard Academy 1975 — 1979
B. S., Civil Engineering
ANDREW FUNG ANDREW FUNG's New York Life Insurance Company Experience June 2010 - June 2013
Job Account Executive at Proper Suit
Industry Internet
Experience
Proper Suit June 2013 - Present
New York Life Insurance Company June 2010 - June 2013
UBS June 2006 - July 2007
Skills
Client Relations Skills, Manage Client..., Relationship Management, Sales Presentations, Customer Retention, Building Relationships, Customer Acquisition, Business Relationship..., Financial Services, Salesforce.com, Lead Generation, Client Services, Client Development, Life Insurance, CRM, Account Management, Fixed Annuities, Business Networking, Retirement, Business Development, Deal Closure
Education
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (B.S.), Management
Proper Suit June 2013 - Present
New York Life Insurance Company June 2010 - June 2013
UBS June 2006 - July 2007
Skills
Client Relations Skills, Manage Client..., Relationship Management, Sales Presentations, Customer Retention, Building Relationships, Customer Acquisition, Business Relationship..., Financial Services, Salesforce.com, Lead Generation, Client Services, Client Development, Life Insurance, CRM, Account Management, Fixed Annuities, Business Networking, Retirement, Business Development, Deal Closure
Education
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (B.S.), Management
Mike Renfro Mike Renfro's New York Life Insurance Company Experience April 2012 - November 2013
Job Echo Travel Plaza. ..
Industry Retail
Experience
Echo Travel Plaza May 2015 - Present
Wilco-Hess Travel Centers May 2014 - May 2015
Physicians Mutual April 2013 - November 2014
New York Life Insurance Company April 2012 - November 2013
New York Life December 2010 - November 2013
Combined Insurance August 2009 - December 2010
Mapco Express October 2004 - November 2008
Mapco Express October 2004 - November 2008
Pilot Flying J April 2000 - October 2004
Williams Express January 1995 - April 2000
Skills
Financial Services, Multi-unit Retail..., People Skills, Sales, Sales Management, Insurance, Account Management, Team Building, Customer Service, Employee Benefits, Coaching, Retail, Business Planning, New Business Development, Strategic Planning, Recruiting, Strategic Financial..., Customer Satisfaction, Marketing, Leadership, Training, Pricing, Sales Presentations, Term Life Insurance, Life Insurance, Whole Life, Variable Annuities, Fixed Annuities, Long-term Care, Medicare/Medicaid..., Medicare, Health Insurance, Dental Insurance, Merchandising, Disability Insurance
Education
Roane State Community College 1976 — 1980
Associate's degree, Social Sciences
Rockwood High 1972 — 1975
high school diploma
Echo Travel Plaza May 2015 - Present
Wilco-Hess Travel Centers May 2014 - May 2015
Physicians Mutual April 2013 - November 2014
New York Life Insurance Company April 2012 - November 2013
New York Life December 2010 - November 2013
Combined Insurance August 2009 - December 2010
Mapco Express October 2004 - November 2008
Mapco Express October 2004 - November 2008
Pilot Flying J April 2000 - October 2004
Williams Express January 1995 - April 2000
Skills
Financial Services, Multi-unit Retail..., People Skills, Sales, Sales Management, Insurance, Account Management, Team Building, Customer Service, Employee Benefits, Coaching, Retail, Business Planning, New Business Development, Strategic Planning, Recruiting, Strategic Financial..., Customer Satisfaction, Marketing, Leadership, Training, Pricing, Sales Presentations, Term Life Insurance, Life Insurance, Whole Life, Variable Annuities, Fixed Annuities, Long-term Care, Medicare/Medicaid..., Medicare, Health Insurance, Dental Insurance, Merchandising, Disability Insurance
Education
Roane State Community College 1976 — 1980
Associate's degree, Social Sciences
Rockwood High 1972 — 1975
high school diploma
Erica Broome Erica Broome's New York Life Insurance Company Experience August 2011 - January 2012
Job Online Marketing Coordinator at ANN INC.
Industry Marketing and Advertising
Experience
ANN INC. October 2014 - Present
Search Marketing Group Australia December 2013 - May 2014
Sitapatr School June 2012 - June 2013
Situation Interactive December 2011 - April 2012
The Manhattan Mortgage Company November 2011 - April 2012
New York Life Insurance Company August 2011 - January 2012
Marketing Resource International 2008 - 2009
Skills
Social Media Marketing, Interactive Marketing, Copywriting, Google Analytics, Writing, Blogging, Editing, Social Networking, Microsoft Excel, Marketing, PowerPoint, Fundraising, TEFL, EMT, Marketing Communications, WordPress, Hootsuite, Sales, Travel, Social Media, Microsoft Office, Advertising, Email Marketing, Facebook, SEO
Education
University of Maryland College Park 2007 — 2011
B.A., Communications, English
Royal Melbourne Institute of Technology 2007 — 2011
B.A., Communications, English
ANN INC. October 2014 - Present
Search Marketing Group Australia December 2013 - May 2014
Sitapatr School June 2012 - June 2013
Situation Interactive December 2011 - April 2012
The Manhattan Mortgage Company November 2011 - April 2012
New York Life Insurance Company August 2011 - January 2012
Marketing Resource International 2008 - 2009
Skills
Social Media Marketing, Interactive Marketing, Copywriting, Google Analytics, Writing, Blogging, Editing, Social Networking, Microsoft Excel, Marketing, PowerPoint, Fundraising, TEFL, EMT, Marketing Communications, WordPress, Hootsuite, Sales, Travel, Social Media, Microsoft Office, Advertising, Email Marketing, Facebook, SEO
Education
University of Maryland College Park 2007 — 2011
B.A., Communications, English
Royal Melbourne Institute of Technology 2007 — 2011
B.A., Communications, English
David Jacowitz, CLU's New York Life Insurance Company Experience October 2009 - October 2013
Job Chief Executive Officer at Mass Mutual Rochester
Industry Financial Services
Experience
MassMutual Financial Group January 2015 - Present
Centra Financial Group October 2013 - January 2015
New York Life Insurance Company October 2009 - October 2013
MetLife November 2001 - October 2009
Skills
Recruiting, Finance, Insurance, Leadership, Retirement Planning, Management, Investments, Sales, Financial Planning, Customer Service, Life Insurance, Disability Insurance, Marketing, Team Building
Education
Ramapo College of New Jersey 1996 — 2000
Business, Finance
MassMutual Financial Group January 2015 - Present
Centra Financial Group October 2013 - January 2015
New York Life Insurance Company October 2009 - October 2013
MetLife November 2001 - October 2009
Skills
Recruiting, Finance, Insurance, Leadership, Retirement Planning, Management, Investments, Sales, Financial Planning, Customer Service, Life Insurance, Disability Insurance, Marketing, Team Building
Education
Ramapo College of New Jersey 1996 — 2000
Business, Finance
Amanda Cassidy Amanda Cassidy's New York Life Insurance Company Experience July 2011 - Present
Job Senior Representative at New York Life Insurance Company
Industry Writing and Editing
Experience
New York Life Insurance Company July 2011 - Present
Hercules May 2009 - August 2010
Skills
Leadership, Customer Service, Management, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Networking, Time Management, Quality Assurance, Microsoft Word, Sales, Public Speaking
Education
Quinnipiac University 2007 — 2011
Bachelor of Arts, Psychology; Minor in Scriptwriting
Kellenberg Memorial High School 2003 — 2007
Honors Diploma
New York Life Insurance Company July 2011 - Present
Hercules May 2009 - August 2010
Skills
Leadership, Customer Service, Management, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Social Networking, Time Management, Quality Assurance, Microsoft Word, Sales, Public Speaking
Education
Quinnipiac University 2007 — 2011
Bachelor of Arts, Psychology; Minor in Scriptwriting
Kellenberg Memorial High School 2003 — 2007
Honors Diploma
Frank Maniaci's New York Life Insurance Company Experience June 1993 - January 1995
Job Actuarial Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson July 1997 - Present
KPMG Peat Marwick January 1995 - June 1996
New York Life Insurance Company June 1993 - January 1995
Skills
Actuarial, Actuarial Science
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS, Mathematics
American School of Paris 1986 — 1988
Towers Watson July 1997 - Present
KPMG Peat Marwick January 1995 - June 1996
New York Life Insurance Company June 1993 - January 1995
Skills
Actuarial, Actuarial Science
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS, Mathematics
American School of Paris 1986 — 1988
Taryn Quebec's New York Life Insurance Company Experience November 2011 - March 2013
Job Agent at MassMutual Financial Group
Industry Accounting
Experience
Beachbody January 2014 - Present
MassMutual Financial Group February 2013 - June 2014
New York Life Insurance Company November 2011 - March 2013
State Street June 2008 - April 2010
Skills
Retirement, Insurance, Microsoft Excel, Employee Benefits, Fixed Annuities, Health Insurance, Investments, 401k, Retirement Planning, Life Insurance, Financial Services, Mutual Funds, Strategic Financial..., Disability Insurance
Education
Quinnipiac University - School of Business 2002 — 2006
Beachbody January 2014 - Present
MassMutual Financial Group February 2013 - June 2014
New York Life Insurance Company November 2011 - March 2013
State Street June 2008 - April 2010
Skills
Retirement, Insurance, Microsoft Excel, Employee Benefits, Fixed Annuities, Health Insurance, Investments, 401k, Retirement Planning, Life Insurance, Financial Services, Mutual Funds, Strategic Financial..., Disability Insurance
Education
Quinnipiac University - School of Business 2002 — 2006
June Jun Lu's New York Life Insurance Company Experience September 2001 - June 2008
Job Director & Actuary at New York Life
Industry Insurance
Experience
New York Life Insurance 2011 - Present
Greatwall Life June 2008 - June 2009
New York Life Insurance Company September 2001 - June 2008
Skills
Life Insurance, Retirement, Embedded Value, Pensions, Investments, Economic Capital, Financial Analysis, Liability, Variable Life, Valuation, Financial Modeling, Actuarial Science, Insurance, ALM
Education
Rensselaer Polytechnic Institute 1994 — 1996
Hunter College
Bachelor of Science (BS), Mathematics
Zhejiang University 1989 — 1991
New York Life Insurance 2011 - Present
Greatwall Life June 2008 - June 2009
New York Life Insurance Company September 2001 - June 2008
Skills
Life Insurance, Retirement, Embedded Value, Pensions, Investments, Economic Capital, Financial Analysis, Liability, Variable Life, Valuation, Financial Modeling, Actuarial Science, Insurance, ALM
Education
Rensselaer Polytechnic Institute 1994 — 1996
Hunter College
Bachelor of Science (BS), Mathematics
Zhejiang University 1989 — 1991
Matthew Cultice's New York Life Insurance Company Experience 1998 - 1999
Job Territory Manager at Total Filtration Services
Industry Construction
Experience
Total Filtration Services March 2015 - Present
Pitney Bowes February 2014 - March 2015
Neopost March 2009 - October 2013
Woolpert June 2008 - February 2009
Contech Construction products April 2007 - April 2008
One Communications February 2007 - April 2007
Oce International August 2006 - February 2007
Technical Equipment Sales June 2004 - March 2006
Haas Factory Outlet October 2000 - April 2003
New York Life Insurance Company 1998 - 1999
Skills
Sales, Business Planning, Sales Management, New Business Development, Solution Selling, Strategic Planning, Sales Process, Manufacturing, Customer Retention
Education
The Ohio State University 1992 — 1994
MS, Civil Engineering
Rensselaer Polytechnic Institute 1988 — 1992
BS, Aero Engeneering
Total Filtration Services March 2015 - Present
Pitney Bowes February 2014 - March 2015
Neopost March 2009 - October 2013
Woolpert June 2008 - February 2009
Contech Construction products April 2007 - April 2008
One Communications February 2007 - April 2007
Oce International August 2006 - February 2007
Technical Equipment Sales June 2004 - March 2006
Haas Factory Outlet October 2000 - April 2003
New York Life Insurance Company 1998 - 1999
Skills
Sales, Business Planning, Sales Management, New Business Development, Solution Selling, Strategic Planning, Sales Process, Manufacturing, Customer Retention
Education
The Ohio State University 1992 — 1994
MS, Civil Engineering
Rensselaer Polytechnic Institute 1988 — 1992
BS, Aero Engeneering
Dan Ensminger's New York Life Insurance Company Experience July 2009 - January 2011
Job Selectman
Industry Political Organization
Experience
Applied Strategic Planning February 2010 - March 2014
NYLIFE Securities LLC November 2009 - January 2011
New York Life Insurance Company July 2009 - January 2011
American Student Assistance February 2004 - January 2009
Edgewater Technology 2000 - 2004
TASC October 1988 - December 1999
TASC 1976 - 1988
Skills
Management, Program Management, Vendor Management, Process Improvement, Recruiting, IT Strategy, Integration, SDLC, Cross-functional Team..., Databases, Agile Methodologies, Software Development, SQL, Strategy, Training, Leadership, Business Development, Business Analysis, Customer Service, Proposal Writing, Project Management, Cost Benefit, Change Management, Project Planning, Community Development, Resource Management, Quality Assurance, Scrum, Visio, Analytics, Budgets, Testing
Education
Rensselaer Polytechnic Institute 1971 — 1977
Ph. D., Computer and Systems Engineering
Applied Strategic Planning February 2010 - March 2014
NYLIFE Securities LLC November 2009 - January 2011
New York Life Insurance Company July 2009 - January 2011
American Student Assistance February 2004 - January 2009
Edgewater Technology 2000 - 2004
TASC October 1988 - December 1999
TASC 1976 - 1988
Skills
Management, Program Management, Vendor Management, Process Improvement, Recruiting, IT Strategy, Integration, SDLC, Cross-functional Team..., Databases, Agile Methodologies, Software Development, SQL, Strategy, Training, Leadership, Business Development, Business Analysis, Customer Service, Proposal Writing, Project Management, Cost Benefit, Change Management, Project Planning, Community Development, Resource Management, Quality Assurance, Scrum, Visio, Analytics, Budgets, Testing
Education
Rensselaer Polytechnic Institute 1971 — 1977
Ph. D., Computer and Systems Engineering
Leonard Isaacs, CLTC's New York Life Insurance Company Experience August 2003 - Present
Job President Isaacs Financial Group Inc.
Industry Financial Services
Experience
Isaacs Financial Group Inc January 2008 - Present
Eagle Strategies LLC September 2003 - Present
New York Life Insurance Company August 2003 - Present
Education
Rider University 1977 — 1981
BA, Marketing, Finance, History
Manalapan High School 1973 — 1977
Isaacs Financial Group Inc January 2008 - Present
Eagle Strategies LLC September 2003 - Present
New York Life Insurance Company August 2003 - Present
Education
Rider University 1977 — 1981
BA, Marketing, Finance, History
Manalapan High School 1973 — 1977
David Ten Broeck's New York Life Insurance Company Experience November 2009 - Present
Job at New York LIfe Investments
Industry Financial Services
Experience
New York Life Insurance Company November 2009 - Present
The Hartford April 2008 - July 2009
Hartford Life May 2004 - April 2008
Hartford Life January 1999 - May 2004
CIGNA 1998 - 1999
Skills
Analysis, Analytics, Business Planning, Cross-functional Team..., Finance, Financial Modeling, Financial Reporting, Financial Services, Insurance, Investments, Leadership, Management, Mutual Funds, Project Management, Start-ups, Strategy, Valuation
Education
Rensselaer Polytechnic Institute 1993 — 1995
MBA, Finance
Villanova University 1983 — 1987
BS, Accountancy
Northern Valley Regional High School, Old Tappan 1979 — 1983
New York Life Insurance Company November 2009 - Present
The Hartford April 2008 - July 2009
Hartford Life May 2004 - April 2008
Hartford Life January 1999 - May 2004
CIGNA 1998 - 1999
Skills
Analysis, Analytics, Business Planning, Cross-functional Team..., Finance, Financial Modeling, Financial Reporting, Financial Services, Insurance, Investments, Leadership, Management, Mutual Funds, Project Management, Start-ups, Strategy, Valuation
Education
Rensselaer Polytechnic Institute 1993 — 1995
MBA, Finance
Villanova University 1983 — 1987
BS, Accountancy
Northern Valley Regional High School, Old Tappan 1979 — 1983
Jeanmarie Jacoby Holm's New York Life Insurance Company Experience August 2009 - Present
Job Corporate Vice President Advanced Planning Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2009 - Present
Medalist Pension Advisors, LLC October 2007 - July 2009
Economic Concepts, Inc. February 2002 - July 2009
AIG American General May 1994 - February 2002
The Travelers 1991 - 1994
Allmerica Financial 1988 - 1990
Skills
Marketing Strategy, Business Planning, Estate Planning, Retirement, Life Insurance, Sales, Sales Management, Insurance, Marketing, Retirement Planning, Recruiting, Management, Risk Management, Fixed Annuities, Cross-functional Team..., Leadership, Project Planning, Series 63, Long-term Care, Employee Benefits, Financial Advisory, Investments, Banking, Strategic Financial..., Mutual Funds, Small Business, Wealth Management, Product Development, IRAs, Disability Insurance, Term Life Insurance, Financial Services, Securities, 401k, Long Term Care Insurance, Wealth, Financial Planners, Executive Management
Education
Western New England University 1983 — 1986
JD, LAW
Ramapo College of New Jersey 1979 — 1983
BA, Political Science
New York Life Insurance Company August 2009 - Present
Medalist Pension Advisors, LLC October 2007 - July 2009
Economic Concepts, Inc. February 2002 - July 2009
AIG American General May 1994 - February 2002
The Travelers 1991 - 1994
Allmerica Financial 1988 - 1990
Skills
Marketing Strategy, Business Planning, Estate Planning, Retirement, Life Insurance, Sales, Sales Management, Insurance, Marketing, Retirement Planning, Recruiting, Management, Risk Management, Fixed Annuities, Cross-functional Team..., Leadership, Project Planning, Series 63, Long-term Care, Employee Benefits, Financial Advisory, Investments, Banking, Strategic Financial..., Mutual Funds, Small Business, Wealth Management, Product Development, IRAs, Disability Insurance, Term Life Insurance, Financial Services, Securities, 401k, Long Term Care Insurance, Wealth, Financial Planners, Executive Management
Education
Western New England University 1983 — 1986
JD, LAW
Ramapo College of New Jersey 1979 — 1983
BA, Political Science
Arthur Ellner's New York Life Insurance Company Experience June 2007 - Present
Job Experience in Real Estate Management and Sales
Industry Commercial Real Estate
Experience
New York Life Insurance Company June 2007 - Present
Skills
Long Term Care, Insurance, Health Insurance
Education
Quinnipiac University 1970 — 1974
BA, Psychology
New York Life Insurance Company June 2007 - Present
Skills
Long Term Care, Insurance, Health Insurance
Education
Quinnipiac University 1970 — 1974
BA, Psychology
Sheldon Kaufman's New York Life Insurance Company Experience June 1976 - January 1989
Job Independent Insurance Professional
Industry Insurance
Experience
Sheldon R. Kaufman & Associates January 1987 - November 2008
New York Life Insurance Company June 1976 - January 1989
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Employee Benefits
Education
Rice University 1968 — 1972
Bach.of Commerce, Business
Sheldon R. Kaufman & Associates January 1987 - November 2008
New York Life Insurance Company June 1976 - January 1989
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Employee Benefits
Education
Rice University 1968 — 1972
Bach.of Commerce, Business
Joseph Iskhakov's New York Life Insurance Company Experience January 2011 - October 2012
Job HelpDesk Support at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company January 2011 - October 2012
Frantic LLC August 2010 - November 2010
St Vincent's Midtown Hospital October 2001 - January 2009
Skills
Disaster Recovery, Business Continuity, Security, Active Directory, Windows Server, DNS, Servers, System Administration, DHCP, Windows 7, Network Administration, XP, Microsoft Exchange, VMware, VMware ESX, Windows XP
Education
Queensborough Community College 1997 — 1999
Associate, Information Technology
New York Life Insurance Company January 2011 - October 2012
Frantic LLC August 2010 - November 2010
St Vincent's Midtown Hospital October 2001 - January 2009
Skills
Disaster Recovery, Business Continuity, Security, Active Directory, Windows Server, DNS, Servers, System Administration, DHCP, Windows 7, Network Administration, XP, Microsoft Exchange, VMware, VMware ESX, Windows XP
Education
Queensborough Community College 1997 — 1999
Associate, Information Technology
Brian Bartrug's New York Life Insurance Company Experience January 2011 - Present
Job Registered Representative, New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities, LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
B & B Distributing, LLC July 1999 - June 2011
Hanover County Fire and EMS July 1997 - July 1999
Skills
Retirement, Retirement Planning, Insurance, Investments, Small Business, Estate Planning, 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Protection..., Succession Planning, Annuity Sales, Wealth Preservation...
Education
Randolph-Macon College 1992 — 1993
Lee Davis High School 1989 — 1992
NYLIFE Securities, LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
B & B Distributing, LLC July 1999 - June 2011
Hanover County Fire and EMS July 1997 - July 1999
Skills
Retirement, Retirement Planning, Insurance, Investments, Small Business, Estate Planning, 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Protection..., Succession Planning, Annuity Sales, Wealth Preservation...
Education
Randolph-Macon College 1992 — 1993
Lee Davis High School 1989 — 1992
Brian Gurka's New York Life Insurance Company Experience May 2012 - January 2013
Job Analyst at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. December 2014 - Present
New York Life Insurance Company May 2012 - January 2013
Schindler Elevator Corporation June 2011 - August 2011
Crestron Electronics May 2010 - August 2010
Skills
SAS, MATLAB, PERL, Computer-aided design, Applied mathematical..., Microsoft Office, Matlab, Troubleshooting, Perl, Unix
Education
William Paterson University of New Jersey 2010 — 2014
Bachelor of Science (BS), Mathematics
Rensselaer Polytechnic Institute 2008 — 2010
Electrical Engineering
Pequannock Township High School
JPMorgan Chase & Co. December 2014 - Present
New York Life Insurance Company May 2012 - January 2013
Schindler Elevator Corporation June 2011 - August 2011
Crestron Electronics May 2010 - August 2010
Skills
SAS, MATLAB, PERL, Computer-aided design, Applied mathematical..., Microsoft Office, Matlab, Troubleshooting, Perl, Unix
Education
William Paterson University of New Jersey 2010 — 2014
Bachelor of Science (BS), Mathematics
Rensselaer Polytechnic Institute 2008 — 2010
Electrical Engineering
Pequannock Township High School
Natasha Grandon's New York Life Insurance Company Experience Home Mortgage ConsultantProsperity MortgageDecember 2007 - December 2008
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Home Mortgage ConsultantProsperity MortgageDecember 2007 - December 2008
Education
Regent University 2006 — 2009
Communications
New York Life Insurance Company Home Mortgage ConsultantProsperity MortgageDecember 2007 - December 2008
Education
Regent University 2006 — 2009
Communications
Emily Sigal's New York Life Insurance Company Experience November 2014 - Present
Job Emily Sigal is an Entertainment & Event Planning Professional
Industry Marketing and Advertising
Experience
New York Life Insurance Company November 2014 - Present
The Paley Center for Media November 2006 - Present
Seth Bisen-Hersh January 2011 - July 2015
Plum Benefits November 2006 - April 2014
Theatrical Gems 2010 - 2013
Staples January 2005 - August 2006
New Repertory Theater September 2004 - December 2004
WABC 7 January 2004 - May 2004
Clear Channel Broadcasting/WRVE 99.5 FM May 2002 - August 2002
Skills
Theatre, Entertainment, Event Management, Editing, Publicity, Television, Marketing, Photography, Blogging, Writing, Public Speaking, Social Media, Event Planning, Social Media Marketing, Facebook, Social Networking
Education
Rider University 2000 — 2004
BA, Communications, Theatre
New York Life Insurance Company November 2014 - Present
The Paley Center for Media November 2006 - Present
Seth Bisen-Hersh January 2011 - July 2015
Plum Benefits November 2006 - April 2014
Theatrical Gems 2010 - 2013
Staples January 2005 - August 2006
New Repertory Theater September 2004 - December 2004
WABC 7 January 2004 - May 2004
Clear Channel Broadcasting/WRVE 99.5 FM May 2002 - August 2002
Skills
Theatre, Entertainment, Event Management, Editing, Publicity, Television, Marketing, Photography, Blogging, Writing, Public Speaking, Social Media, Event Planning, Social Media Marketing, Facebook, Social Networking
Education
Rider University 2000 — 2004
BA, Communications, Theatre
Pam Kent's New York Life Insurance Company Experience June 1994 - July 1997
Job MidLarge Market Product Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2011 - Present
Mercer July 1997 - April 2011
New York Life Insurance Company June 1994 - July 1997
Skills
Defined Benefit, 401k
Education
Regis College 1990 — 1994
BA, Economics
Lincoln Financial Group April 2011 - Present
Mercer July 1997 - April 2011
New York Life Insurance Company June 1994 - July 1997
Skills
Defined Benefit, 401k
Education
Regis College 1990 — 1994
BA, Economics
Dorothy Murray's New York Life Insurance Company Experience 1985 - 2000
Job IT Business Services at Enstar Group, LTD
Industry Financial Services
Experience
Enstar Group, LTD April 2013 - Present
HSBC April 2005 - March 2013
New York Life Insurance Company 1985 - 2000
Skills
Project Delivery, Program Management, SDLC, Requirements Gathering, Project Portfolio..., Team Leadership, Resource Management, Change Management, Insurance, Analysis, Operations Management, Software Documentation, Microsoft Office, Risk Assessment, Product Development, Clarity, Relationship Management, Risk Management, BPO, Credit Cards, Fixed Annuities, Business Analysis, Management, Vendor Management
Education
Rider University 1981 — 1985
BS in Commerce, Decision Science
Enstar Group, LTD April 2013 - Present
HSBC April 2005 - March 2013
New York Life Insurance Company 1985 - 2000
Skills
Project Delivery, Program Management, SDLC, Requirements Gathering, Project Portfolio..., Team Leadership, Resource Management, Change Management, Insurance, Analysis, Operations Management, Software Documentation, Microsoft Office, Risk Assessment, Product Development, Clarity, Relationship Management, Risk Management, BPO, Credit Cards, Fixed Annuities, Business Analysis, Management, Vendor Management
Education
Rider University 1981 — 1985
BS in Commerce, Decision Science
Elise Puckett's New York Life Insurance Company Experience September 2004 - September 2006
Job Executive Assistant and Office Manager at Virginia Tech
Industry Higher Education
Experience
Virginia Tech September 2011 - Present
Virginia Tech July 2008 - September 2011
Wachovia, A Wells Fargo Company August 2006 - July 2008
New York Life Insurance Company September 2004 - September 2006
Nature's Outlet November 1998 - May 2004
Skills
Event Planning, Recruiting, Fundraising, Microsoft Office, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Outlook, Customer Service, Research, Social Media, Data Analysis, Event Management, Marketing, Public Relations, Social Networking, Higher Education, Leadership, Community Outreach, Access, Organizational..., Volunteer Management, Teamwork, Administration, Training, Strategic Planning, Analysis, Team Building, Editing, Team Leadership, Finance, Social Media Marketing, Staff Development, Administrative..., Leadership Development, Budgets, Management
Education
Roanoke College
Bachelors of Business Administration, Marketing, Accounting, Business Communications, Policy, Business Law, Corporate and Personal Finance
Virginia Tech September 2011 - Present
Virginia Tech July 2008 - September 2011
Wachovia, A Wells Fargo Company August 2006 - July 2008
New York Life Insurance Company September 2004 - September 2006
Nature's Outlet November 1998 - May 2004
Skills
Event Planning, Recruiting, Fundraising, Microsoft Office, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Outlook, Customer Service, Research, Social Media, Data Analysis, Event Management, Marketing, Public Relations, Social Networking, Higher Education, Leadership, Community Outreach, Access, Organizational..., Volunteer Management, Teamwork, Administration, Training, Strategic Planning, Analysis, Team Building, Editing, Team Leadership, Finance, Social Media Marketing, Staff Development, Administrative..., Leadership Development, Budgets, Management
Education
Roanoke College
Bachelors of Business Administration, Marketing, Accounting, Business Communications, Policy, Business Law, Corporate and Personal Finance
Christian Olderich's New York Life Insurance Company Experience Licensed Agent for a Fortune 100 Insurance CompanyNew York Life Insurance CompanyMay 2008 - January 2010
Job Financial Planner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Licensed Agent for a Fortune 100 Insurance CompanyNew York Life Insurance CompanyMay 2008 - January 2010
Banc of America Investments May 2001 - November 2004
Education
Rhode Island College 1997 — 2001
Marketing, Business
New York Life Insurance Company Licensed Agent for a Fortune 100 Insurance CompanyNew York Life Insurance CompanyMay 2008 - January 2010
Banc of America Investments May 2001 - November 2004
Education
Rhode Island College 1997 — 2001
Marketing, Business
Paul Gattini's New York Life Insurance Company Experience November 2008 - May 2010
Job VP, Data Warehouse and Reporting Solutions
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
New York Life Insurance Company November 2008 - May 2010
Merrill Lynch April 2002 - July 2008
Prudential Insurance April 2000 - April 2001
Prudential Insurance November 1996 - March 2000
Skills
Data Warehousing, Business Analysis, T-SQL, Crystal Reports, IIS, Access, ETL, Training, Business Requirements, Fixed Income, Analysis, Stored Procedures, Databases, Equities, Microsoft SQL Server, Cognos, SQL
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Statistics
Rider University 1989 — 1990
BS, Actuarial Sciences
Merrill Lynch 2011 - Present
New York Life Insurance Company November 2008 - May 2010
Merrill Lynch April 2002 - July 2008
Prudential Insurance April 2000 - April 2001
Prudential Insurance November 1996 - March 2000
Skills
Data Warehousing, Business Analysis, T-SQL, Crystal Reports, IIS, Access, ETL, Training, Business Requirements, Fixed Income, Analysis, Stored Procedures, Databases, Equities, Microsoft SQL Server, Cognos, SQL
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Statistics
Rider University 1989 — 1990
BS, Actuarial Sciences
Anne-Marie Rodriguez's New York Life Insurance Company Experience May 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Real Estate Investor/General Contractor January 2000 - Present
MassMutual Financial Group September 2013 - April 2015
JPMorgan Chase 2011 - August 2013
David Lerner Associates, inc. 2008 - 2010
Pyramid Management Group 2006 - 2009
Skills
Retirement Planning, Series 7, Series 63, Life Insurance, Management, Investments, Financial Services, Retirement, Insurance, Finance, Securities, Financial Planning, Mutual Funds, Fixed Annuities, Leadership, Wealth Management, Portfolio Management
Education
Ramapo College of New Jersey 1995 — 1999
Mahwah High School
New York Life Insurance Company May 2015 - Present
Real Estate Investor/General Contractor January 2000 - Present
MassMutual Financial Group September 2013 - April 2015
JPMorgan Chase 2011 - August 2013
David Lerner Associates, inc. 2008 - 2010
Pyramid Management Group 2006 - 2009
Skills
Retirement Planning, Series 7, Series 63, Life Insurance, Management, Investments, Financial Services, Retirement, Insurance, Finance, Securities, Financial Planning, Mutual Funds, Fixed Annuities, Leadership, Wealth Management, Portfolio Management
Education
Ramapo College of New Jersey 1995 — 1999
Mahwah High School
Peter Betley's New York Life Insurance Company Experience August 2010 - November 2012
Job Financial Services Professional at Emerald Financial Resources
Industry Financial Services
Experience
Emerald Financial Resources December 2012 - Present
New York Life Insurance Company August 2010 - November 2012
Curves for Women May 2003 - August 2009
Pershing September 1999 - October 2001
BNY Mellon September 1992 - August 1999
BNY Mellon August 1986 - August 1992
Skills
Financial Services, Customer Service, Portfolio Management, Marketing, Teamwork, Recruiting, Securities, Mutual Funds, Budgets
Education
Rider University
B.S, Finance; Business Administration
Emerald Financial Resources December 2012 - Present
New York Life Insurance Company August 2010 - November 2012
Curves for Women May 2003 - August 2009
Pershing September 1999 - October 2001
BNY Mellon September 1992 - August 1999
BNY Mellon August 1986 - August 1992
Skills
Financial Services, Customer Service, Portfolio Management, Marketing, Teamwork, Recruiting, Securities, Mutual Funds, Budgets
Education
Rider University
B.S, Finance; Business Administration
Regis Mahoney's New York Life Insurance Company Experience May 2013 - Present
Job CVP IT Strategic Sourcing & Telecom Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2013 - Present
UPS August 1998 - May 2013
COPELCO CAPITAL CORPORATION January 1997 - January 1998
WORLD MARKETING ALLIANCE January 1995 - January 1997
UJB FINANCIAL SERVICES CORP January 1993 - January 1996
United States Air Force January 1987 - January 1991
Skills
Management, Strategic Sourcing, Supply Chain Management, Contract Negotiation, Analysis, Negotiation, Procurement, Business Planning, Contract Management, Strategic Planning, Outsourcing, Strategy, Telecommunications, Process Improvement, Vendor Management, Troubleshooting, Business Analysis, Business Intelligence, Cross-functional Team..., Project Management, Leadership, Training
Education
University of Phoenix
Master, Business Administration
Ramapo College of New Jersey
Bachelor of Science, Business Administration and Management; Finance
University of Phoenix
Masters, Business Administration
New York Life Insurance Company May 2013 - Present
UPS August 1998 - May 2013
COPELCO CAPITAL CORPORATION January 1997 - January 1998
WORLD MARKETING ALLIANCE January 1995 - January 1997
UJB FINANCIAL SERVICES CORP January 1993 - January 1996
United States Air Force January 1987 - January 1991
Skills
Management, Strategic Sourcing, Supply Chain Management, Contract Negotiation, Analysis, Negotiation, Procurement, Business Planning, Contract Management, Strategic Planning, Outsourcing, Strategy, Telecommunications, Process Improvement, Vendor Management, Troubleshooting, Business Analysis, Business Intelligence, Cross-functional Team..., Project Management, Leadership, Training
Education
University of Phoenix
Master, Business Administration
Ramapo College of New Jersey
Bachelor of Science, Business Administration and Management; Finance
University of Phoenix
Masters, Business Administration
Lauren R. Guastella's New York Life Insurance Company Experience November 2011 - July 2013
Job Inside Sales & Marketing at Shadowstone, Inc.
Industry Entertainment
Experience
Shadowstone, Inc. August 2014 - Present
J.Crew October 2013 - March 2014
New York Life Insurance Company November 2011 - July 2013
Henkel Corporation : Industrial Adhesive August 2008 - September 2011
CVS Caremark Corporation July 2007 - August 2008
Chico's FAS Inc. July 2006 - September 2006
Eddie Bauer May 2002 - July 2006
Skills
Sales, Customer Service, Fashion, Customer Experience, PowerPoint, Advertising, Merchandising, Public Speaking, Time Management, Training, Market Research, Insurance, Customer Satisfaction, Microsoft Excel, Coaching, Employee Relations, Performance Management, Outlook, Inventory Management, Quality Assurance, Data Entry, Retail, Employee Benefits, Access, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Trade Shows, Customer Service...
Education
Fairleigh Dickinson University-Florham Campus 2015 — 2019
Master’s Degree, Creative Writing
Ramapo College of New Jersey 2005 — 2008
BA, Liberal Arts
International School of Paris 1998 — 2000
IB, Theatre, Visual Art
Shadowstone, Inc. August 2014 - Present
J.Crew October 2013 - March 2014
New York Life Insurance Company November 2011 - July 2013
Henkel Corporation : Industrial Adhesive August 2008 - September 2011
CVS Caremark Corporation July 2007 - August 2008
Chico's FAS Inc. July 2006 - September 2006
Eddie Bauer May 2002 - July 2006
Skills
Sales, Customer Service, Fashion, Customer Experience, PowerPoint, Advertising, Merchandising, Public Speaking, Time Management, Training, Market Research, Insurance, Customer Satisfaction, Microsoft Excel, Coaching, Employee Relations, Performance Management, Outlook, Inventory Management, Quality Assurance, Data Entry, Retail, Employee Benefits, Access, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Trade Shows, Customer Service...
Education
Fairleigh Dickinson University-Florham Campus 2015 — 2019
Master’s Degree, Creative Writing
Ramapo College of New Jersey 2005 — 2008
BA, Liberal Arts
International School of Paris 1998 — 2000
IB, Theatre, Visual Art
Dallas Pearson's New York Life Insurance Company Experience May 2007 - January 2008
Job Experienced Finance, IT, and Human Resource NonProfit Manager
Industry Nonprofit Organization Management
Experience
Bipartisan Policy Center April 2013 - Present
National Alliance for Public Charter Schools September 2009 - April 2013
Sanitronics Services LLC May 2008 - May 2009
New York Life Insurance Company May 2007 - January 2008
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Bookkeeping, Budgets, Cash Flow, Customer Service, Employee Benefits, Event Planning, Finance, Grants, Internal Controls, Invoicing, Non-profits, Nonprofits, Payroll, Program Development, Strategic Planning
Education
Roanoke College 2003 — 2007
B.B.A., Business Administration
Roanoke College 2003 — 2007
Bachelor of Business Administration, Finance and Information Technology
Bipartisan Policy Center April 2013 - Present
National Alliance for Public Charter Schools September 2009 - April 2013
Sanitronics Services LLC May 2008 - May 2009
New York Life Insurance Company May 2007 - January 2008
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Bookkeeping, Budgets, Cash Flow, Customer Service, Employee Benefits, Event Planning, Finance, Grants, Internal Controls, Invoicing, Non-profits, Nonprofits, Payroll, Program Development, Strategic Planning
Education
Roanoke College 2003 — 2007
B.B.A., Business Administration
Roanoke College 2003 — 2007
Bachelor of Business Administration, Finance and Information Technology
Luca Carnevale's New York Life Insurance Company Experience May 2011 - April 2012
Job Director of Culinary Operations at Hope and Main
Industry
Experience
Hope and Main October 2014 - Present
Johnny Rockets December 2009 - October 2014
New York Life Insurance Company May 2011 - April 2012
Education
Rhode Island College 2008 — 2010
BS of marketing, Marketing communications, 3.2
Hope and Main October 2014 - Present
Johnny Rockets December 2009 - October 2014
New York Life Insurance Company May 2011 - April 2012
Education
Rhode Island College 2008 — 2010
BS of marketing, Marketing communications, 3.2
James Dunleavy's New York Life Insurance Company Experience February 2010 - September 2010
Job Client Service Assistant Manager GNPH
Industry Financial Services
Experience
J.P. Morgan - Commercial Banking May 2011 - July 2013
New York Life Insurance Company February 2010 - September 2010
Bancroft Neurohealth January 2008 - January 2010
Bancroft Neurohealth September 2005 - January 2008
Skills
Financial Analysis, Finance, Risk Management, Microsoft Office, Banking, Financial Services, Data Analysis, Microsoft Excel, Customer Service, Loans, Commercial Banking, PowerPoint, Relationship Management, Financial Reporting, Team Building, Research, Leadership Development, Nonprofits, Management, Hedge Funds, Leadership
Education
Rider University 2006 — 2010
MBA, Finance
Temple University 1996 — 2000
Bachelor of Arts, Psychology
J.P. Morgan - Commercial Banking May 2011 - July 2013
New York Life Insurance Company February 2010 - September 2010
Bancroft Neurohealth January 2008 - January 2010
Bancroft Neurohealth September 2005 - January 2008
Skills
Financial Analysis, Finance, Risk Management, Microsoft Office, Banking, Financial Services, Data Analysis, Microsoft Excel, Customer Service, Loans, Commercial Banking, PowerPoint, Relationship Management, Financial Reporting, Team Building, Research, Leadership Development, Nonprofits, Management, Hedge Funds, Leadership
Education
Rider University 2006 — 2010
MBA, Finance
Temple University 1996 — 2000
Bachelor of Arts, Psychology
Rob Robert Williams Jr's New York Life Insurance Company Experience December 1979 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 1979 - Present
NYC Heat March 2004 - August 2005
Bi-State Pythons AAU/Grassroots Basketball Program September 1998 - August 2005
Grace House -HUD September 1999 - April 2004
Greater NY Council Scout Leader September 1991 - August 2001
New York Life Good Fellowship Club January 1984 - January 2001
Snob Busters 501-C January 1984 - December 1989
Skills
Life Insurance..., APL programming, Microsoft Office Suite, Financial Analysis, Retirement Planning, Investments, Public Speaking, Analysis, Leadership, Event Planning, Microsoft Office, Social Media, Event Management, Public Relations
Education
Queensborough Community College
AAS, Data Processing and Data Processing Technology/Technician
New York Life Insurance Company December 1979 - Present
NYC Heat March 2004 - August 2005
Bi-State Pythons AAU/Grassroots Basketball Program September 1998 - August 2005
Grace House -HUD September 1999 - April 2004
Greater NY Council Scout Leader September 1991 - August 2001
New York Life Good Fellowship Club January 1984 - January 2001
Snob Busters 501-C January 1984 - December 1989
Skills
Life Insurance..., APL programming, Microsoft Office Suite, Financial Analysis, Retirement Planning, Investments, Public Speaking, Analysis, Leadership, Event Planning, Microsoft Office, Social Media, Event Management, Public Relations
Education
Queensborough Community College
AAS, Data Processing and Data Processing Technology/Technician
Raymond Majercak's New York Life Insurance Company Experience March 2000 - October 2010
Job Insurance Professional
Industry Insurance
Experience
New York Life Insurance Company March 2000 - October 2010
Education
Raritan Valley Community College 1986 — 1988
none, data entry/ computer science
New York Life Insurance Company March 2000 - October 2010
Education
Raritan Valley Community College 1986 — 1988
none, data entry/ computer science
Rachel Hale's New York Life Insurance Company Experience September 2013 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
Actuarial Resources Corporation August 2005 - August 2013
MassMutual Financial Group September 2002 - January 2005
Skills
Prophet, Solvency II, Fixed Annuities, Actuarial Science, ALM, Actuarial Consulting, Actuaries, Disability Insurance, Long-term Care, Life Insurance
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Applied Mathematics
New York Life Insurance Company September 2013 - Present
Actuarial Resources Corporation August 2005 - August 2013
MassMutual Financial Group September 2002 - January 2005
Skills
Prophet, Solvency II, Fixed Annuities, Actuarial Science, ALM, Actuarial Consulting, Actuaries, Disability Insurance, Long-term Care, Life Insurance
Education
Rensselaer Polytechnic Institute 1998 — 2002
BS, Applied Mathematics
Troy Schulz's New York Life Insurance Company Experience October 1985 - Present
Job Senior Associate at New York Life Ins. Co.
Industry Insurance
Experience
New York Life Insurance Company October 1985 - Present
Education
Rider University
Bachelor of Science (BS), Computer Science
The Ohio State University
New York Life Insurance Company October 1985 - Present
Education
Rider University
Bachelor of Science (BS), Computer Science
The Ohio State University
John Elliya's New York Life Insurance Company Experience April 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2012 - Present
NILICO April 2011 - September 2011
Education
Queensborough Community College 2012 — 2014
Associate's degree, Business, Management, Marketing, and Related Support Services
Francis Lewis High school 2005 — 2009
New York Life Insurance Company April 2012 - Present
NILICO April 2011 - September 2011
Education
Queensborough Community College 2012 — 2014
Associate's degree, Business, Management, Marketing, and Related Support Services
Francis Lewis High school 2005 — 2009
Margaret Macher's New York Life Insurance Company Experience December 2011 - 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 December 2011 - Present
Skills
Retirement Planning
Education
Radford University 1983 — 1987
Bachelor's degree, Community Health and Preventive Medicine
New York Life Insurance Company December 2011 - Present
Skills
Retirement Planning
Education
Radford University 1983 — 1987
Bachelor's degree, Community Health and Preventive Medicine
RAY AVERY's New York Life Insurance Company Experience 2003 - 2005
Job
Industry
Experience
A-Val Architectural Metal III, LLC 2005 - 2013
New York Life Insurance Company 2003 - 2005
Toys R Us 1989 - 2003
Skills
Operations Management, Office Management, Training and Development, Administration, Customer Service, Human Resources..., Procurement, Payroll Support, Quality Control, Communication, Inventory Control, Warehousing, Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Budgets, Public Speaking, Strategic Planning, Research
Education
Queensborough Community College
Richmond Hill High School
Academic
A-Val Architectural Metal III, LLC 2005 - 2013
New York Life Insurance Company 2003 - 2005
Toys R Us 1989 - 2003
Skills
Operations Management, Office Management, Training and Development, Administration, Customer Service, Human Resources..., Procurement, Payroll Support, Quality Control, Communication, Inventory Control, Warehousing, Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Budgets, Public Speaking, Strategic Planning, Research
Education
Queensborough Community College
Richmond Hill High School
Academic
Amy Pitts's New York Life Insurance Company Experience October 2008 - August 2013
Job
Industry Insurance
Experience
New York Life Insurance Company October 2008 - August 2013
Trailblazer Health Enterprises October 2004 - October 2005
Jack Henry & Associates June 1999 - May 2001
One Price Clothing December 1998 - June 1999
Skills
Microsoft Office, Microsoft Word, Research, Training, Management
Education
Remington College-Dallas Campus 2006 — 2006
Medical Assistant, Medical/Clinical Assistant
Tyler Junior College 2003 — 2003
GED, General Studies
New York Life Insurance Company October 2008 - August 2013
Trailblazer Health Enterprises October 2004 - October 2005
Jack Henry & Associates June 1999 - May 2001
One Price Clothing December 1998 - June 1999
Skills
Microsoft Office, Microsoft Word, Research, Training, Management
Education
Remington College-Dallas Campus 2006 — 2006
Medical Assistant, Medical/Clinical Assistant
Tyler Junior College 2003 — 2003
GED, General Studies
Robert Dady's New York Life Insurance Company Experience Finanical Consultant / Relationship Banker / Customer ServiceCapital OneJuly 1992 - April 2012
Job Financial Professional
Industry Banking
Experience
New York Life Insurance Company Finanical Consultant / Relationship Banker / Customer ServiceCapital OneJuly 1992 - April 2012
Columbia Savings Bank 1988 - 1992
Skills
Banking, Investments, Insurance, Sales, Cross Selling, Finance, Credit, Loans, Mortgage Lending, Teamwork, Annuity Sales, Blogging, Business Loans, Client Relations Skills, Coaching, Commercial Banking, Customer Service, Customer Retention, Credit Cards, Goal Setting, Fixed Annuities, Internet Banking, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Organization, Project Management, Reports, Supply Ordering, Team-oriented, Variable Annuities, Client Relations, Relationship Management
Education
Queens College
Queensborough Community College
Associates Degree
New York Life Insurance Company Finanical Consultant / Relationship Banker / Customer ServiceCapital OneJuly 1992 - April 2012
Columbia Savings Bank 1988 - 1992
Skills
Banking, Investments, Insurance, Sales, Cross Selling, Finance, Credit, Loans, Mortgage Lending, Teamwork, Annuity Sales, Blogging, Business Loans, Client Relations Skills, Coaching, Commercial Banking, Customer Service, Customer Retention, Credit Cards, Goal Setting, Fixed Annuities, Internet Banking, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Organization, Project Management, Reports, Supply Ordering, Team-oriented, Variable Annuities, Client Relations, Relationship Management
Education
Queens College
Queensborough Community College
Associates Degree
Mark Kverel's New York Life Insurance Company Experience August 2001 - Present
Job CAMRA / Debt & Derivatives System Administrator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2001 - Present
BNY Mellon 1999 - 2001
Skills
CAMRA 6.0, Debt & Derivatives, Crystal Reports 2008, General Ledger, SQL Server Management..., SSRS, Query Writing, Query Optimization, US GAAP reporting, Financial Statements, Income Statement, SAP BW, SAP R/3, MS Excel Pivot Tables, Stored Procedures, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Crystal Reports, Management, Financial Accounting, Financial Reporting, Business Analysis, Finance, Financial Modeling, Financial Analysis, OTTI, Access, Analysis
Education
Regis University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Pace University - Lubin School of Business 1995 — 1998
Bachelor's Degree, Accounting and Finance
New York Life Insurance Company August 2001 - Present
BNY Mellon 1999 - 2001
Skills
CAMRA 6.0, Debt & Derivatives, Crystal Reports 2008, General Ledger, SQL Server Management..., SSRS, Query Writing, Query Optimization, US GAAP reporting, Financial Statements, Income Statement, SAP BW, SAP R/3, MS Excel Pivot Tables, Stored Procedures, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Crystal Reports, Management, Financial Accounting, Financial Reporting, Business Analysis, Finance, Financial Modeling, Financial Analysis, OTTI, Access, Analysis
Education
Regis University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Pace University - Lubin School of Business 1995 — 1998
Bachelor's Degree, Accounting and Finance