New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
The Picard Company Inc. June 2013 - Present
New York Life Insurance Company May 2012 - June 2013
Shay Picard Homes Inc. June 1995 - May 2012
Skills
Residential Homes, Land Development, Steel Buildings
Education
Rocky Mountain College
MassMutual Financial Group July 2014 - Present
New York Life Insurance Company August 2013 - June 2014
New York Life Insurance Company February 2005 - August 2013
LPL Financial Services May 2000 - June 2001
LPL Financial Services May 1997 - June 2000
State Farm August 1996 - February 1997
Chase Fetters Hewitt, Architects January 1996 - August 1996
Matrix Services, Inc. August 1992 - January 1996
Skills
Insurance, Outlook, Microsoft Excel, Customer Service, Administrative..., PowerPoint, Employee Benefits, Microsoft Office, Life Insurance, Microsoft Word, Access, Retirement Planning, Data Entry, Spreadsheets, Investments, Office Management, Event Planning, Retirement, Fixed Annuities
Education
Tulsa Community College 1992 — 1994
Rogers State University 1982 — 1984
Claremore High School 1977 — 1980
High School
New York Life Insurance Company June 2012 - January 2015
Metro Mattress December 2009 - June 2012
Covenant Acres Camp June 2005 - December 2009
Skills
Sales Management, Market Planning, Direct Sales, Program Management, Customer Service, Finance, Insurance, Retirement, Strategic Planning, Analysis, Fixed Annuities, Leadership, Retirement Planning, Small Business
Education
Roberts Wesleyan College 2000 — 2004
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company August 2014 - March 2015
New York Life Insurance Company April 2013 - August 2014
MacIntosh Services January 2012 - March 2013
Skills
PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Customer Service, Separately Managed..., Pension Funds, Fixed Annuities, Variable Annuities, Variance Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BA, Mathematics and Economics
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company July 2010 - May 2014
IBM June 2006 - June 2010
Skills
Insurance, Retirement Planning, Life Insurance, Long-term Care, Strategic Financial..., Financial Services, Business Planning, Fixed Annuities, Customer Service, Retirement, Investments, Sales, Mutual Funds, Small Business, 401k, Financial Analysis, Finance, Asset Management, Risk Management, Estate Planning, IRAs, Employee Benefits, Term Life Insurance, Wealth Accumulation, Sales Management, Sales Force Development, Coaching, 401k Rollovers, Strategic Planning, Long-term Care Insurance
Education
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
New York Life Insurance Company March 2014 - Present
AIG February 2005 - March 2014
Goldman Sachs 1997 - 2005
Skills
Personal Finance, Life Insurance..., Retirement Planning, Lifetime Income..., Licensed in Long Term..., Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Education Funding..., Asset Protection, Charitable Giving, Estate Planning, Legacy Planning, 401k Rollovers, IRA Rollovers, Annuity Sales, Gifting Strategies, Grandchild Gifting, Charities, IRAs, Planning
Education
Rollins College - Crummer Graduate School of Business
MBA
University of Florida
Fisher Investments October 2014 - Present
Santander Bank May 2013 - October 2014
New York Life Insurance Company June 2012 - May 2013
Skills
Strategic Financial..., Finance, Non-Qualified Deferred..., Retirement, Financial Analysis, IRAs, Financial Modeling, 401k, Retirement Planning, Managed Money
Education
Roger Williams University 2008 — 2012
Bachelor's degree, Finance
App Annie September 2015 - Present
BrightEdge March 2015 - September 2015
LinkedIn December 2013 - March 2015
AvePoint April 2012 - November 2013
New York Life Insurance Company 2011 - 2012
Skills
Lead Generation, Enterprise Software, Account Management, Social Selling, Solution Selling, Leadership, Sales Process, CRM, Salesforce.com, Sales, Sales Presentations, LinkedIn, SaaS, B2B, Microsoft Dynamics, Software Industry, Business Networking, Direct Sales, Inside Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2009
Bachelor's degree, Political Science
James Caldwell High School 2000 — 2004
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company November 2013 - Present
Billings Public Schools August 1981 - June 2013
Skills
Teaching, Insurance, Analysis, Finance, Life Insurance, Retirement Solutions, Long Term Care Insurance, Retirement Savings, Coaching, Problem Solving
Education
Rocky Mountain College 1976 — 1980
Bachelor's degree, Mathematics
Whitefish High School 1973 — 1976
Harding Loevner LP June 2014 - Present
New York Life Insurance Company October 2012 - June 2014
Goldman Sachs June 2011 - May 2012
Fox Broadcasting Company February 2007 - April 2008
G.P Securities May 2002 - August 2004
Skills
Due Diligence, Securities, Securities Regulation, Legal Writing, Corporate Law, Corporate Governance, Legal Research, Arbitration, Estate Planning, Litigation, Mergers & Acquisitions, Licensing, Insurance, Investment Advisers Act, Investment Advisor..., Investment Company Act, Contract Law, Securities Market
Education
Rutgers University School of Law - Newark 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Willdan Lighting & Electric April 2013 - April 2015
New York Life Insurance Company June 2011 - April 2013
Rutgers University July 2012 - August 2012
Robert Wood Johnson University Hospital January 2012 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Customer Service, Public Speaking, Teamwork, Healthcare, Social Media, Windows, English
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Science (BS), Public Health, 3.7 GPA
Rutgers University-New Brunswick 2008 — 2012
Bachelor of Science - Public Health, Public Health
Hertz March 2013 - September 2014
Investment Banking Institute February 2014 - March 2014
New York Life Insurance Company October 2011 - March 2013
Skills
Research, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Creative Pitching, Leveraged Finance, Valuation Modeling, Equity Valuation, DCF Valuation, Equity Research Analysis, Valuation, Mergers, DCF, Cash Flow Forecasting, Cash Flow, Investment Banking, Financial Statement..., Analysis, Financial Statements, LBO, VBA
Education
Capella University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company June 1982 - June 2013
Skills
Fixed Annuities, Investments, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance
Education
Roosevelt University
Bachelor of Arts (B.A.)
CVS Caremark March 2014 - October 2014
Citizens Bank October 2013 - January 2014
Jones Lang LaSalle October 2011 - March 2013
New York Life Insurance Company October 2010 - November 2011
Hudak Construction September 2004 - May 2010
International Masters Publishers April 2000 - September 2004
C & D Digital April 1997 - April 2000
Skills
Sales, Lead Generation, Selling, Training, Management, Customer Service, Retail, Call Centers, Inside Sales, Cold Calling, Telemarketing, Interviews, Marketing, Recruiting, College Recruiting, Applicant Tracking..., Team Building, Onboarding, Leadership, Contract Negotiation
Education
International College of Broadcasting 1992 — 1994
Associates, Broadcast Journalism
Robert Morris University 1988 — 1990
Communications
New York Life Insurance/ NYLIFE Securities April 2012 - Present
New York Life Insurance Company April 2010 - April 2012
New York Life Insurance Company April 2009 - April 2010
Freelance Writer June 2004 - April 2009
Skills
Product Management, Strategic Planning, Marketing Strategy, Strategic Communications, Strategic Partnerships, Resource Allocation, Resource Management, Cultural Analysis, Performance Metrics, Business Savvy, Competitive Analysis, Team Leadership, Cross-functional Team..., Cross Selling, Financial Analysis, Public Speaking, System Design, Development & delivery..., Market Analysis, Territory Expansion, Market Penetration, New Product Roll Out, Operations Management, Holistic Financial..., Customer Satisfaction, Microsoft Office, Adobe Creative Suite, C++ Language, Java, Creative Writing, Marketing, Product Marketing, Strategic Financial..., Product Knowledge, Market Research, Client Relations Skills, Training, Strategy, Leadership, Mutual Funds, Management, Retirement Planning, Investments, Financial Planning, Financial Services, Insurance
Education
Rollins College 1999 — 2004
Bachelor of Arts, Art History, Computer Science, Religious Studies
The Village at Unity & Mill Landing July 2013 - Present
New York Life Insurance Company 2013 - July 2013
Enterprise Rent-A-Car 2007 - 2012
Skills
Sales, Management, Marketing, Customer Service, Customer Satisfaction, Account Management, Sales Management, Social Networking, Life Insurance, Fixed Annuities, Retirement Planning, Cold Calling, Customer Retention, Direct Sales, Finance, Insurance, Marketing Strategy, New Business Development, Sales Process, Strategic Planning
Education
Roberts Wesleyan College 2003 — 2007
Bachelor's degree, Marketing
Citi September 2014 - Present
TD May 2013 - September 2014
New York Life Insurance Company June 2012 - May 2013
The Home Depot February 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Exemplary planning and..., •Excellent..., Strong Interpersonal..., •Equally effective..., Fully Bilingual..., Time Management, Sales, Access
Education
Rowan University 2010 — 2014
Bachelor of Science (BS), Management Information Systems, General
Paterson Catholic Regional HS 2006 — 2010
Darden March 2013 - Present
New York Life Insurance Company May 2008 - February 2013
Wine On The Way March 2007 - May 2008
VINO! November 2005 - May 2008
Hillstone Restaurant Group May 2003 - November 2005
Sisley December 2002 - May 2003
Walt Disney World May 2002 - December 2002
HB Concessions May 1999 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, Java, Marketing Strategy, Sales, Marketing, Social Media, Leadership, Management, Project Management, Public Relations, Program Management
Education
Rollins College 2003 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Rollins College 2003 — 2008
Bachelor of Arts (BA), Organizational Communication, General
Cantor & Pecorella Inc. June 2015 - Present
New York Life Insurance Company July 2014 - May 2015
Boxer Advisors LLC August 2013 - May 2014
Wilton Family YMCA June 2008 - May 2014
Skills
Public Speaking, Customer Service, Social Networking, Leadership, Event Planning, Teamwork, Time Management, Marketing, Life Insurance, Management, Public Relations, Advertising, Photoshop, Sales, Event Management, Training
Education
Roger Williams University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wilton High School 2005 — 2009
New York Life Insurance Company September 2014 - Present
Skills
Insurance, Long-term Care, Disability Insurance, Life Insurance, Finance, Retirement, Analysis, Accounting, Tax, Retirement Planning, Fixed Annuities, Term Life Insurance, Health Insurance, Financial Planning
Education
Rockland Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Prudential Financial May 2014 - Present
Prudential Financial November 2011 - May 2014
New York Life Insurance Company December 2009 - November 2011
New York Life Insurance Company September 2008 - December 2009
New York Life Insurance Company September 2007 - September 2008
Skills
Financial Forecasting, Financial Analysis, Financial Modeling, Expense Management, Microsoft Excel, PowerPoint, Expatriate Management, Oracle General Ledger, Equities, Finance, Microsoft Office, Analysis, Mutual Funds, Insurance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2007
Bachelor of Science: Finance, Finance, 3.4
CDPHP March 2015 - Present
CDPHP April 2014 - February 2015
CDPHP June 2011 - March 2014
Roger Williams University, School of Law August 2007 - December 2010
General Electric, Supply Chain Financial Planning & Analysis (FP&A) June 2010 - August 2010
New York Life Insurance Company September 2009 - December 2009
Capital Financial Planning September 2006 - June 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Hyperion Enterprise, Microsoft Office, Customer Service, Research, Public Speaking, Social Media, Healthcare
Education
Roger Williams University 2007 — 2010
Bachelor of Science, Finance
New York Life Insurance Company January 2007 - Present
Pitman Company December 1996 - August 2007
Linotype-Hell August 1987 - December 1996
Skills
Estate Planning, Retirement Planning, Gifting Strategies, Personal Finance, Protection...
Education
Rochester Institute of Technology 1976 — 1981
BS/MS, Industrial Design/Printing Technology
New York Life Insurance Company May 1999 - Present
BMA January 1980 - January 1999
Skills
401k, Term Life Insurance, Leadership, Life Insurance, Long-term Care, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Roth IRA, Variable Annuities, Long Term Care Insurance, IRAs, Disability Insurance
Education
Rockhurst College
BSBA, Manegement
Weichert Realtors, May 2006 - Present
New York Life Insurance Company June 2012 - December 2012
Skills
Selling, Marketing, Sellers
Education
Egeszsegugyi 1988 — 1991
Nurse, Health Sience
Burlington County College
Medical
FIS Global/Allsource June 2014 - Present
HCSC Blue Cross and Blue Shield of Illinois/Ransom Consulting June 2013 - December 2013
McDonald's Corporation/Synetics August 2012 - May 2013
TMX Finance/ Procure Vision October 2011 - June 2012
New York Life Insurance Company November 2010 - October 2011
JPMorgan Chase November 2004 - April 2009
COMPUTER EXPLORERS/ICED April 2002 - March 2006
Accenture November 1998 - January 2002
Skills
SDLC, Vendor Management, Business Analysis, Requirements Analysis, Visio, Business Intelligence, Software Project..., Data Warehousing, Requirements Gathering, User Acceptance Testing, CRM, Leadership, PMO, Business Process, SharePoint, Systems Analysis, Agile Methodologies, Resource Management, Process Improvement, Software Documentation, PMP, Business Process..., Integration, Project Management, Program Management
Education
Roosevelt University
Bachelor of Science (BS), Computer Science
Spelman College
Computer Programming
TRAC Intermodal November 2014 - Present
TRAC Intermodal December 2012 - November 2014
Discover Financial Services October 2012 - December 2012
TRAC Intermodal June 2012 - September 2012
New York Life Insurance Company February 2012 - May 2012
Rosemont College January 2009 - May 2012
Canon Financial Services June 2011 - August 2011
Six Flags Great Adventure April 2007 - August 2009
Herdt Fencing, Inc March 2006 - March 2006
Skills
Marketing, Customer Service, Microsoft Excel, Program Management, Recruiting, Event Planning, PowerPoint, Public Speaking, Retail, Microsoft Office, Leadership, Social Media, Outlook, Leadership Development, Fundraising
Education
Rosemont College 2008 — 2012
Bachelor of Science, Double; International Business; German
Insurance Services & Technologies, Inc. May 1998 - Present
Claims Data Review / The Axiom Group October 1993 - May 1998
Quality Care Systems December 1990 - October 1993
Conservco April 1987 - December 1990
New York Life Insurance Company September 1984 - April 1987
Meeker, Sharkey and Moffatt April 1982 - September 1984
John Hancock Life Insurance Company (U.S.A.) July 1977 - April 1982
Skills
Workers Compensation, Insurance, Property & Casualty..., Claim, Managed Care, Claims Management, Risk Management, Legal Liability, Healthcare, Health Insurance, Commercial Insurance, Employee Benefits, Disability Insurance, Strategic Planning, Underwriting, Liability, Professional Liability, Brokers, Casualty, Subrogation, Medicare, Liability Analysis, Litigation Management, Casualty Insurance
Education
RPHS
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science
New York Life Insurance Company August 2014 - Present
JT Shim June 1975 - Present
ITT June 2013 - December 2014
Louisiana Tech University July 2011 - May 2012
Multiple universities nationwide 2001 - 2012
Southwestern Adventist University July 2010 - June 2011
The University of Tampa August 2008 - July 2009
UCF August 2001 - August 2008
Governmental experience: federal and state. May 1984 - August 2007
Kaplan Educational Center April 1994 - August 2005
Skills
Editing, Proofreading, Test Preparation, Piano, Chess, Fact-checking, Research, Teaching, Fundraising, Photography, Analysis, Writing, Public Speaking, Statistics
Education
University of Central Florida - College of Business Administration 2001 — 2008
Ph.D.
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA
Southern Adventist University 1980 — 1986
BS, BA, and AS
Little Creek Academy 1979 — 1980
High School
Hong Kong Adventist College 1976 — 1979
High School
Caribbean Union College 1973 — 1975
Landmark Education
LinkedIn training
LinkedIn training with Nancy Laine
NYLIC University
New York Life Insurance Company September 2009 - January 2013
Boys & Girls Club of Rochester August 1982 - July 2010
M&T Bank April 1997 - February 2009
Skills
Strategic Financial..., Financial Analysis, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Investments, Retirement, Term Life Insurance, 401k, Disability Insurance, Small Business, Employee Benefits, Managerial Finance, Whole Life, Strategic Planning, Business Planning, Accounting
Education
Rochester Institute of Technology 1971 — 1973
Accounting and Business/Management
C.H. Robinson Worldwide, Inc. April 2015 - Present
New York Life Insurance Company July 2014 - March 2015
Tops Markets October 2008 - August 2014
Rochester Institute of Technology December 2011 - May 2014
U.S. Department of State June 2013 - August 2013
Marketing A La Renee November 2012 - May 2013
Leeds English Language School June 2012 - July 2012
Rochester Institute of Technology June 2009 - August 2009
Skills
Customer Service, Teamwork, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Advertising, Social Media Marketing, SPSS, SEO, Microsoft Office, Social Networking, Marketing Communications, Event Planning, Adobe Design Programs, Talent Acquisition, Sales Recruitment, Financial Recruiting, Multi-tasking Skills, Problem Solving, Project Management, Teaching, Business Networking, Interviewing Skills, College Recruiting, Organization, Google Analytics, Minitab, Management, Microsoft Word, Communication
Education
Rochester Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), International Business and Marketing
Greece Arcadia High School 2006 — 2010
Regents with Advanced Designation
New York Life Insurance Company 2014 - Present
Hess Corporation 2013 - 2014
Hess Corporation 2010 - 2013
Hess Corporation 2008 - 2010
Hess Corporation 2002 - 2007
Skills
Project Management, Amazon Web Services..., MS Project, Management, Vendor Management, Software Project..., Business Analysis, SDLC, Software Development, Troubleshooting, Microsoft SQL Server, SQL, Databases, SharePoint, Visual Basic, Visio, Visual Studio, Integration, SAP, Refinery, Refining, VB.NET, Security, Java, Analysis, Process Control, Requirements Analysis, Oracle, Database Design, Windows, XML, Access, Business Intelligence, C++, .NET, Software Documentation, ASP.NET, SSIS, JavaScript, Enterprise Architecture, Cognos, Microsoft Project
Education
Rutgers University-New Brunswick
Master of Business Administration (MBA), Management and Business Strategy
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Computer and Electrical Engineering
Kroll Bond Rating Agency, Inc. May 2015 - Present
JPMorgan Chase May 2014 - May 2015
JPMorgan Chase September 2011 - April 2014
Samsung Electronics May 2011 - September 2011
New York Life Insurance Company May 2010 - August 2010
Pum Yang Logistics. INC, May 2009 - August 2009
Skills
Financial Analysis, Underwriting, Investment Banking, Finance, Analysis, Mortgage Banking, Loans, Credit Risk, Risk Management, Capital Markets, Financial Modeling, Structured Finance, Portfolio Management, Business Analysis, Mortgage Lending, Credit Rating, Securitization, Credit Analysis, Fixed Income, Project Management, Process Improvement, Microsoft Excel, Mortgage Underwriting, Stock Trading, VBA, Data Analysis, Process Automation
Education
Rutgers Business School
B.S, Management ( Business Management ), Economics
Best Buy March 2015 - Present
Best Buy March 2015 - June 2015
New York Life Insurance Company 2014 - March 2015
Top shelf electric February 2014 - November 2014
Gardini Securities 2006 - March 2014
Best Buy February 2002 - 2008
Skills
Loss Prevention, Physical Security, Security, Surveillance, Customer Service, Background Checks, Team Leadership, Microsoft Office, Time Management, Inventory Management, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Critical Thinking, Retail, Teamwork, Conflict Resolution, Computer Repair, Team-oriented, Security Management, Training, Team Building, Inventory Control, Sales Management, Customer Satisfaction, Data Entry, Employee Training, Store Management, Telephone Skills, Social Networking, Retail Sales, P
Education
Rutgers University-New Brunswick 2015 — 2016
Master of Business Administration (MBA), International Business
Richard Stockton College of New Jersey 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Ocean County College 2003 — 2006
Liberal arts, Business and economics
Jackson memorial high school 1998 — 2002
Yes, Business Administration and Management, General
AIG April 2015 - Present
Hamilton Memorial AME Church September 2013 - Present
New York Life Insurance Company March 2011 - March 2015
The UPS Store August 2009 - April 2011
i365 A Seagate Company January 2009 - July 2009
LOTUS SOFTWARE SOLUTIONS INC January 2002 - February 2003
IBM January 2001 - January 2002
IBM May 1981 - January 2002
Skills
Managing High..., Sales Management, Problem Solving, Direct Sales, Sales Presentations, Cross-functional Team..., New Business Development, Leadership Development, Mentoring, Marketing, Selling, Management, Account Management, High Performance Teams, Program Management, Customer Service, Finance, Organizational..., Leadership, Retirement Planning, Insurance, Fixed Annuities, Small Business, Strategic Planning, Business Planning, Strategy, Training, B2B, Executive Management, Budgets, Sales
Education
United Theological Seminary 2013 — 2016
Doctor of Ministry, 21st Century Preaching and Church Administration
Southern Methodist University 2003 — 2006
Master of Theology, Theology
Roosevelt University 1993 — 1996
MBA, Management / Marketing
The University of Memphis 1974 — 1978
BA, Political Science
Provenance Wealth Advisors Senior Compliance Officer/Due Diligence OfficerInvestacorp, Inc.March 2014 - August 2015
New York Life Insurance Company October 2012 - December 2013
New York Life Insurance Company February 2010 - October 2012
New York Life Insurance Company January 2006 - February 2010
New York Life Insurance Company January 2005 - January 2006
HJB Financial Group March 2002 - December 2004
LPL Financial August 2000 - March 2002
Skills
Securities, Financial Services, Fixed Annuities, Series 63, Mutual Funds, Investments, Insurance, Series 7, Strategic Financial..., Series 24, Retirement Planning, Finance, FINRA, Financial Planning, Life Insurance, Uniform Combined State..., Series 66, Series 53, Investment Advisory, Retirement, Auditing, Financial Analysis, Financial Reporting, Contract Negotiation, Internal Audit, Financial Audits, Financial Statement..., Regulatory Compliance, Compliance Management, Trade Compliance
Education
Rollins College 1993 — 1997
BA, Sociology
New York Life Insurance Company September 2012 - Present
Camp Young Judaea Midwest June 2012 - August 2012
The Livingston Theatre Company 2009 - 2012
Sparkling Pools June 2011 - September 2011
Skills
Licensed Life Insurance..., Swim Instruction, Acting Teaching, Educational Leadership, Actor/Singer, Violin, Saxoph, Piano, Lifeguarding
Education
Rutgers University 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Freehold Township High School 2004 — 2008
Geise Financial May 2012 - Present
New York Life Insurance Company January 2008 - May 2012
New York Life Insurance Company January 2005 - January 2008
Empire Financial June 2003 - December 2004
Skills
Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Financial Advisory, Fixed Annuities, Health Insurance, Human Resources, Insurance, Investments, Life Insurance, Long-term Care, Marketing, Marketing Strategy, Mutual Funds, Retirement, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Team Building, Term Life Insurance
Education
Rollins College 1999 — 2003
Psycology and Business
New York Life Insurance Company September 2009 - Present
Citigroup December 1983 - July 2007
Citi 1983 - 2007
Smith Barney 1983 - 2007
Skills
Insurance, Retirement Planning, Retirement, Mutual Funds, Series 7, Selling, Fixed Annuities, Finance, Series 63, Sales, CRM, Accounting, Investments, Financial Services, Portfolio Management, Securities, Equities, Asset Management, 401k, Life Insurance, Wealth Management, Investment Strategies, Asset Allocation
Education
Rutgers University-New Brunswick 1980 — 1983
BA, Communication
Self Employed April 2014 - Present
Self Employed May 2013 - April 2014
ToysRUs February 2012 - April 2013
Coca-Cola Refreshments April 2008 - February 2012
New York Life Insurance Company April 2007 - February 2008
Kellogg Company July 2004 - March 2007
Skills
Retail, Merchandising, Inventory Management, Sales, Pricing, Inventory Control, Financial Analysis, Microsoft Excel, Business Planning, Profit, Margin, Merchandise Planning, Customer Service, POS, Technical Analysis, Presentations, Stock Market, Business Meetings, Innovation, Vendor Relationships, Professional Experience, Predictive Analytics, Asset Allocation, Outlook Express, Microsoft Word, PowerPoint, Entrepreneurship, Trading Strategies, Trading Systems, Economics, Swing Trading, Level 1 & 2, Series 56, Proprietary Trading
Education
Rutgers, The State University of New Jersey-New Brunswick
Chemistry
Wallkill Valley Regional High School 1995 — 1999
New York Life Insurance Company August 2015 - Present
Essex County College November 2014 - Present
Essex County College January 2014 - October 2014
Rutgers Business School June 2014 - July 2014
Center for Hispanic Policy Research and Development June 2014 - July 2014
Essex County College January 2012 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Training Delivery, Microsoft Office, Teamwork, Leadership, Social Media, Community Outreach, Time Management, Data Entry, Higher Education, Event Planning
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company February 2012 - August 2013
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, Education Funding
Education
Rutgers Business School 2010 — 2014
Bachelor’s Degree, Accounting, Marketing
Barclays August 2015 - Present
Barclays Wealth and Investment Management November 2014 - October 2015
Wealth and Investment Management at Barclays July 2012 - November 2014
De Dietrich Process Systems, Inc. November 2011 - July 2012
Heffler, Radetich & Saitta LLP - Certified Public Accountants July 2011 - September 2011
New York Life Insurance Company December 2010 - May 2011
Rutgers University June 2009 - June 2010
Rutgers University September 2008 - May 2009
Rutgers University September 2007 - May 2008
Skills
Spanish, Mediation, Microsoft Excel, Microsoft Word, Microsoft Office, Accounts Payable, Purchasing, Sales, Teamwork, Sales Operations, Research, Adaptation, Social Networking, Analysis, Customer Service, Management, Public Speaking, Project Planning, Accounting, Software Documentation, Finance, PowerPoint, Data Analysis, Outlook, Series 7, Credit, Critical Thinking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelors of Science, B.S. Accounting, B.S. Finance, Economics
Rutgers University 2009 - Present
Princeton Healthcare System 2006 - 2009
Chubb Insurance 2005 - 2006
New York Life Insurance Company 1995 - 2000
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (B.S.), Accounting
New York Life Insurance Company May 2014 - August 2014
Silver Line Windows April 2013 - April 2014
TD August 2012 - April 2013
Skills
Microsoft Office, Finance, Microsoft Excel, Windows XP Pro, Bloomberg Terminal, Adobe Creative Suite, Windows Vista, Mac OS X, Windows 7, Lotus Notes, Event Planning, Data Entry, Financial Analysis, Access, Analysis, OS X, Public Speaking, Accounting, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Bridgewater-Raritan High School 2007 — 2011
High School Diploma
CreativeOne January 2014 - Present
Creative Marketing International Corporation October 2013 - January 2014
Frontier Wealth Management/Frontier Insurance November 2009 - September 2013
Frontier Wealth Management August 2009 - November 2009
New York Life Insurance Company April 2003 - August 2009
Skills
Life Insurance, Strategic Financial..., Wealth Management, Financial Services, Leadership, Insurance, Strategic Partnerships, Investments, Portfolio Management, Investment Management, Retirement Planning, Risk Management, Finance, Contract Negotiation, Contract Management, Consulting for hedge..., Advises producers..., Talent development and..., Ultra-affluent client..., Techniques to approach..., Comprehensive asset..., Implementing charitable..., Complex family and..., Employer funded..., Estate Planning, Financial Planning, Fixed Annuities, Sales
Education
Rockhurst University 2006 — 2009
MBA
The University of Kansas 1998 — 2002
BS, Business Communications
Fremd 1994 — 1998
General
Amigos Unidos, Central Florida February 2006 - Present
New York Life Insurance Company September 1978 - Present
Skills
Life Insurance, Investments, Grassroots Fundraising, Marketing, Community Service, Adult Education, Real Estate, Philanthropy, Events Coordination, Culinary Skills, Series 7, Retirement, Insurance, Mutual Funds, Retirement Planning, Wealth Management, Public Speaking
Education
Rollins College
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida
Bachelor of Science (BS), Marketing
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2013 - January 2015
New York Life Insurance Company May 2012 - August 2012
Education
Rowan University 2009 — 2013
Bachelor's degree, Management Information Systems
Monroe College October 2014 - Present
Medaille College January 2013 - February 2014
Bryant & Stratton College April 2009 - January 2013
New York Life Insurance Company 2007 - 2009
US Navy June 1996 - July 2007
Skills
Instructor-led Training, Physical Security, Coaching, Security Clearance, Analysis, Curriculum Design, Six Sigma, Educational Technology, Program Management, PowerPoint, Adult Education, Government, Organizational..., Troubleshooting, E-Learning, Curriculum Development, Student Recruiting, Training, Resume Writing, Career Counseling, Microsoft Office, Teaching, Higher Education, Research, Military, Onboarding, Student Financial Aid, Admissions, Public Speaking, Instructional Technology, Leadership Development, Supervisory Skills, Outlook, Emergency Management, Leadership, Management, Instructional Design, Strategic Planning, Customer Service, Microsoft Excel, Enrollment Management, Team Leadership, System Administration, Staff Development, Team Building, Call Centers, Recruiting, Career Development, Microsoft Word, College Recruiting
Education
Roberts Wesleyan College 2012 — 2013
Bachelor of Science (B.S.), Organizational Management, 3.53
Brown Brothers Harriman January 2014 - July 2014
New York Life Insurance Company January 2012 - December 2012
Costco Wholesale May 2007 - January 2012
Skills
Word, Excel, Customer Service, Microsoft Office, Communication, Analytical, Philosophy, Social Media, Healthy Relationships, Team Skills, Microsoft Excel, Time Management, PowerPoint, Finance, Fixed Annuities, Teamwork, Microsoft Word, Social Networking
Education
Roger Williams University 2007 — 2011
Finance, Management, Philosophy
New York Life Insurance Company June 2012 - Present
Bankers Life March 2010 - Present
Skills
Retirement, Long Term Care Insurance, Insurance, Estate Planning, Wealth, 401k, Financial Planning
Education
Rutgers, The State University of New Jersey-Camden 1972 — 1976
Bachelor of Arts (B.A.), Accounting and Business/Management
Insight Global January 2012 - Present
Merck/Schering-Plough March 1998 - December 2011
New York Life Insurance Company January 1990 - March 1998
Prudential Insurance May 1983 - January 1990
Kwasha Lipton January 1981 - May 1983
Skills
Project Portfolio..., Program Management, Budgeting, Budget Tracking, Vendor Management, Requirements Management, MS Office Suite, Stakeholder Engagement, Cross-functional Team..., SharePoint, Microsoft Office, Budgets, Project Management, SDLC, Visio, Data Warehousing, Business Process, MS Project, Leadership, PMO, Business Analysis, Management, Requirements Analysis, IT Strategy, Analysis, Sales Operations, PMP, Outsourcing, Software Documentation, Business Process..., Resource Management, Business Intelligence, Information Technology, IT Management, Requirements Gathering, Process Improvement, Software Project..., Integration, Quality Assurance, CRM, Systems Analysis, IT Service Management, Change Management, ERP, Enterprise Architecture, Governance
Education
Rutgers Business School 1979 — 1981
MBA, Information Systems
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
BA, Business Administration
PHH Mortgage February 2013 - Present
New York Life Insurance Company August 2011 - February 2013
University at Buffalo Men's Ice Hockey September 2008 - February 2013
Liberty Mutual Insurance October 2009 - August 2011
Citizens Bank April 2008 - October 2009
Enterprise Rent-A-Car June 2003 - June 2007
Skills
Marketing, Customer Service, Residential Mortgages, Loans, Mortgage Servicing, Phone Etiquette, Supervisory Skills, Team Leadership, Event Management, Customer Satisfaction, Fixed Annuities, New Business Development, Business Planning, Retirement, Market Research, Social Networking, Customer Retention, Lead Generation, Team Building, Retirement Planning, Credit, Microsoft Office, Time Management, Direct Sales, Leadership, Public Relations, Marketing Communications, Management, Public Speaking, Finance, Marketing Strategy, Business Development, Sales Process, Small Business, Sales Presentations, Training, CRM, Outlook, Financial Analysis, Fundraising, Term Life Insurance, Salesforce.com, Long-term Care, Coaching, Event Planning, Social Media, Advertising, Facebook, Selling
Education
Rowan University 2003 — 2007
BA, Communications
American General Life Companies September 2013 - Present
Lincoln Financial Distributors November 2010 - September 2013
Financial Service Area December 2009 - October 2010
New York Life Insurance Company June 2007 - November 2009
Transamerica Life Insurance Company 2004 - 2006
Federated Investors April 1996 - June 2004
Skills
Retirement Planning, Long Term Care Insurance, Investments, Series 7, Mutual Funds, Series 63, Series 6, Fixed Annuities, Retirement, Wealth Management, Asset Allocation, Variable Annuities, Separately Managed..., FINRA, Series 65, IRAs, Guaranteed Lifetime...
Education
Robert Morris University 1993 — 1995
Bachelor Of Science in Business Administration, Accounting
Citi June 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Siemens April 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, HTML, Windows, Event Planning, Time Management, Outlook, Access, Project Management
Education
Rutgers Business School 2011 — 2015
Bachelor of Science (B.Sc.), Finance, Cum Laude
Morgan Stanley October 2015 - Present
Morgan Stanley June 2014 - Present
The Sylvia Group April 2011 - May 2014
Merrill Lynch January 2009 - March 2011
Bank of America January 2006 - January 2009
FleetBoston Financial April 2000 - December 2005
New York Life Insurance Company December 1995 - March 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis
Education
Roger Williams University
Springfield College
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company November 2014 - Present
Skills
Insurance, Customer Service, Life Insurance, Public Speaking, Retirement Planning, Retirement
Education
Rockland Community College 1977 — 1979
Associate's Degree, humanities and social science, 3.5
Erika Bloom Pilates Plus June 2015 - Present
Www.pausexplore.wordpress.com March 2014 - Present
Artists 4 Israel 2009 - Present
Ruby and Scarlett October 2014 - June 2015
New York Life Insurance Company January 2012 - February 2014
Jewish National Fund July 2006 - January 2012
Eventique October 2006 - 2010
Fuel For Truth January 2007 - 2009
Millenia May 2005 - July 2006
Central Florida Hillel -Rollins Hillel 2002 - 2005
Skills
networking, writing, Event Planning, Event Management, Fundraising, Public Speaking, Social Media, PowerPoint, Social Media Marketing, Microsoft Office, Strategic Planning, Facebook, Microsoft Excel, Microsoft Word, Marketing Strategy, Online Advertising, Editing, Nonprofits, Budgets, Training, Leadership, Recruiting, Customer Service, Blogging, Entrepreneurship, Leadership Development, Sales, Management, Business Planning, Press Releases, Program Management, Public Relations, Time Management, Analysis, Interviews, Social Networking, Networking
Education
Rollins College 2001 — 2005
BA, Religion and Jewish Studies
New York Life Insurance Company December 2013 - Present
Skills
Annuity Sales, Education Funding..., Employee Benefits, Fixed Annuities, Gifting Strategies, Grandchild Gifting, Income Protection, Key Person Protection, Legacies, Licensed Life and..., Retirement Planning, Term Life Insurance, Whole Life Insurance
Education
Rollins College 2007 — 2013
Bachelor of Arts (B.A.), Economics
Colonial high school 2004 — 2007
High School
New York Life Insurance Company 2014 - Present
Skills
Protection..., Social media, public speaking, nonprofits
Education
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company 2010 - August 2014
Discoverpoint Holdings 2008 - December 2010
Step-X USA 2005 - December 2010
Merrill Lynch February 2005 - December 2008
Skills
Leadership Development, Multi-generational..., Business Strategy, Marketing Management, Financial Services, Career Development, Business Succession..., Asset Protection, Executive Management, 401k Rollovers, Estate Planning, Business Exit Planning, Creative Problem Solving, Buy-sell Agreements, New Business Development, Key Person Protection, Curriculum Development, Business Ethics, Mergers & Acquisitions, Private Equity, Entrepreneurship, Financial Risk, Management Consulting, Asset Managment, Asset Management, Strategy, Due Diligence, Financial Analysis, Investment Banking, Finance, Leadership, Emerging Markets, Financial Advisory, Credit, Investment Strategies, Trading, Corporate Law, Strategic Financial..., Portfolio Management, Wealth Management, Risk Management, Business Development, Corporate Finance
Education
Rowan University 1994 — 1999
New York Life Insurance Company November 2014 - Present
Education
Rutgers University – Camden 2009 — 2014
Bachelor’s Degree, Psychology
New York Life Insurance Company March 2010 - Present
New York Life Insurance Company March 2010 - Present
Skills
Team Leadership, Strategic Financial..., Training, Coaching, Driving Sales..., Retirement Planning, Life Insurance, Investments, Long Term Care Insurance, Recruiting, Sales, Workshop Facilitation, Fixed Annuities, Customer Service, Finance, Leadership, Insurance, Mutual Funds, Retirement, Management, Small Business, Customer Retention, Financial Planning
Education
Rowan University 2002 — 2005
Bachelor of Arts (BA), Directing and Theatrical Production
Washington Township High School 1992 — 1995
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company April 2009 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, Strategic Financial..., Mutual Funds, Estate Planning, Investments, Wealth Management, IRAs, Disability Insurance, Series 7, Financial Planning, Long-term Care
Education
SUNY Ulster 2007 — 2008
A.S., Indidvual Studies
Rockland Community College
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company August 2007 - October 2012
Skills
Retirement Planning, Fixed Annuities, Financial Analysis, Investments, Series 7, Mutual Funds, Investment Strategies, Variable Annuities, Sales, Retirement, Asset Allocation, 401k, Securities, Life Insurance, Wealth Management, Series 63
Education
Rutgers University-New Brunswick
BS, Economics
MetLife June 2014 - Present
MetLife December 2012 - June 2014
MetLife April 2011 - December 2012
New York Life Insurance Company July 2009 - April 2011
Roger Williams University August 2005 - June 2009
Skills
Employee Benefits, Insurance, Series 6, Customer Centric..., Investments, BOLI, COLI, Implementation Plans, Account Management, Retirement, Retirement Planning, Third Party..., Separately Managed..., Private Placements, General Accounts, Public Speaking, Sales, Leadership, Sales Management, Team Leadership, Microsoft Office, Metrics Reporting, PowerPoint, Microsoft Excel, Customer Service, Life & Health Insurance..., Licensed Life Insurance..., Life Insurance, Fixed Annuities, Direct Sales, Building Relationships, Customer Retention, Sales Process, Dental Insurance, Disability Insurance, P&C Insurance
Education
Roger Williams University 2005 — 2009
Bachelors of Science, Business Management, Psychology
Hitachi America, Ltd. November 2014 - Present
New York Life Insurance Company September 2009 - June 2014
New York Life Retirement Plan Services June 2014 - 2014
Skills
Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Outlook, Time Management, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Research, Nonprofits, Spreadsheets, QuickBooks, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (BA)
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Accounting
New York Life Insurance Company November 2009 - March 2013
Skills
Fixed Annuities, Project Management, Mortgage Servicing, Insurance, Financial Planners, Employee Benefits, Microsoft Excel, Mutual Funds, Expense Management, Marketing Communications, Recruiting, Microsoft Office, Mortgage Lending, Multi-family Investment..., Market Sizing, FINRA
Education
Rowan University 2005 — 2009
Bachelor's degree, Marketing/Marketing Management, General
New York Life Insurance Company September 2013 - Present
AXA Equitable August 2010 - March 2013
Viatec LLC & Ajilon Consulting August 2007 - April 2010
MetLife May 2005 - July 2007
Prudential Financial September 1989 - May 2005
Skills
Business Analysis, Vendor Management, Software Project..., Software Quality..., SDLC, Agile Methodologies, CMMI, Quality Center, Business Requirements, Requirements Gathering, User Acceptance Testing, Cross-functional Team..., Product Development, Quality Assurance, PMO, Software Development, Analysis, Risk Management, Test Planning, Project Management, Requirements Analysis, Financial Services, Visio, Testing, Systems Analysis, Business Process..., Business Process, Project Portfolio..., PMP, Business Intelligence, Process Improvement, Resource Management, Project Delivery, Consulting, Agile Project Management, IT Strategy, Integration, CRM, Software Documentation, MS Project, Enterprise Architecture, IT Management, Program Management, SharePoint
Education
Rutgers Graduate School of Management
Master of Business Administration (MBA), Concentration in Information Systems
Rutgers University
Bachelor of Science (BS), Marketing
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
PM Spectrum August 2007 - Present
New York Life Insurance Company June 2000 - June 2007
Education
Rochester Institute of Technology 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Gartner October 2012 - Present
Gartner January 2014 - December 2014
Gartner October 2012 - December 2013
Highwinds October 2011 - October 2012
New York Life Insurance Company December 2010 - September 2011
Summit Wealth Management Inc August 2010 - December 2010
ChamberofCommerce.com August 2009 - December 2009
Skills
New Business Development, Online Marketing, SEO, Marketing Strategy, Direct Sales, Content Delivery Network, Network Services, Colocation, IP Software, Cloud Based Storage, Online Advertising, Account Management, Business Development, Co-location, E-commerce, Sales, Marketing, Entrepreneurship, Digital Media, Management, Advertising, Social Media, Leadership, Web Analytics, SEM, Strategic Partnerships, Content Distribution..., Analytics, Salesforce.com, Lead Generation, CRM, Strategy, Strategic Planning
Education
Rollins College
Bachelors, Economics, Business Administration
New York Life Insurance Company July 2008 - Present
MetLife September 2003 - February 2006
MetLife August 2003 - February 2006
MetLife July 2003 - February 2006
MetLife January 1999 - June 2003
SYDA October 1982 - December 1997
Skills
Instructional Design, Captivate, E-Learning, Learning Management..., Training, Training Delivery, Needs Analysis, Blended Learning, Leadership Development, Organizational..., Flash, Lectora, Multimedia, Employee Training, Voice Over, Instructor-led Training, Learning Management, ADDIE, SnagIt, Performance Improvement, Distance Learning, Performance Management, Hands-on Training, Camtasia, SCORM, Organizational Learning, Knowledge Management, Adult Education, Dreamweaver, Mobile Learning, Visio, Web Development, Training Needs Analysis, Performance Consulting, Content Development, Career Development
Education
Rutgers University-New Brunswick 1972 — 1976
Liberal Arts, Botany
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Botany
CME Associates, Inc. October 2014 - Present
Energy Squared, LLC January 2014 - October 2014
Rutgers University September 2012 - March 2013
Rutgers University, School of Engineering, NJ October 2011 - August 2012
Rutgers University, School of Engineering, NJ October 2011 - August 2012
Saint Michaels Hospital April 2011 - September 2011
Saint Mary and Saint Mercurius Coptic Orthodox Church July 2010 - July 2010
New York Life Insurance Company May 2009 - August 2009
Skills
Matlab, Dreamweaver, Microsoft Office, Outlook, Pspice, Photoshop, Cadence CAD, Visual C++, Moviemaker, PowerPoint, Excel, Multisim, Time Management, Microsoft Excel, Teaching, Customer Service, Visual Basic, HTML, Microsoft Word, Social Media, Analysis, Electrical Engineering, Event Planning, C++, Troubleshooting, Algorithms, Programming, Web Design, C, Engineering, Statistics, Access, Fundraising, Team Leadership, Data Analysis, Social Networking, English, MovieMaker, AutoCAD, Teamwork, Public Speaking, Leadership, Windows, Java, Signal Processing, Linux, Simulations, OS X, Visio, Python
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Electrical and Computer Engineering
Sackman and Sons June 2014 - Present
Self-employed January 2008 - Present
New York Life Insurance Company January 2008 - June 2014
Skills
Retirement Planning, Financial Services, IRAs, 401k, 403 b, Financial Management..., Retirement Savings, Retirement Plan..., Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Long Term Business..., Annuity Sales, Variable Annuities, Charitable Remainder..., Charitable Gift..., Charitable Trusts, Charitable Gift Planning, Stocks, Indexed Annuities, Stock Management, Bonds, Stockbroking, Stock Trading, Municipal Bonds, Convertible Bonds, High Yield Bonds, Government Bonds, Certificates of Deposit, Term Life Insurance, Variable Life, 401k Rollovers, Fixed Annuities, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Self Directed IRA, Qualified Retirement..., Non-Qualified Deferred..., Retirement Benefits, Money Management, Money Market, General Securities..., Strategic Financial..., Personal Financial..., Holistic Financial..., Business Tax Planning, Business Continuity...
Education
Robert Morris College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Western Illinois University
Bachelor's degree, Business Administration and Management, General
Southern Illinois University, Carbondale
Associate's degree, Business Administration and Management, General
Ralph May 2012 - Present
Guggenheim Productions July 2011 - May 2012
MSLGROUP August 2011 - November 2011
New York Life Insurance Company February 2011 - June 2011
24DP March 2010 - January 2011
Red Car December 2009 - June 2010
Sharp Entertainment January 2010 - March 2010
Pfizer July 2009 - December 2009
Skills
Final Cut Pro, After Effects, Adobe Creative Suite, Avid Media Composer, Photoshop, InDesign, Illustrator, HTML, Premiere, Online Video Marketing, Microsoft Office, CSS, Film, Cinematography, Camera, Video Camera
Education
NYU School of Continuing and Professional Studies 2011 — 2012
Professional Certificate, Digital Media Marketing
Rutgers University-New Brunswick 2005 — 2009
BA, Chemistry
New York Life Insurance Company December 2014 - August 2015
New York Life Insurance Company September 2011 - November 2014
The UPS Store May 2007 - August 2011
Union County Prosecutors Office June 2005 - August 2006
Skills
Customer Service, Retail, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Sports, Editing, Windows, Photoshop, New Business Development, Data Entry, Outlook, Event Planning, Research, Public Speaking, Time Management, Social Media, Teaching
Education
Rutgers University 2002 — 2006
Bachelor Of Arts, Political Science
St. Mary of Perpetual Church September 2014 - Present
Congregation Rodfei Zedek August 2011 - Present
Allstate Financial Services, LLC May 2014 - March 2015
NYLIFE Securities LLC February 2011 - May 2014
New York Life Insurance Company October 2010 - May 2014
GIA Publications, Inc. 2008 - 2010
Skills
Insurance, Music, Protection..., 401k Rollovers, Retirement Savings, Education Savings, Recruiting, Business Planning, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Services, Fixed Annuities, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Personal Finance, Retirement, Retirement Planning, Securities, Singing, Strategic Financial..., Term Life Insurance, Wealth Accumulation, IRAs
Education
Roosevelt University
BA, Music Theory
Citizens Financial Group, Inc. February 2014 - Present
New York Life Insurance Company October 2011 - January 2014
U.S. House of Representatives May 2010 - September 2011
Rohrer College of Business October 2009 - May 2010
Skills
Customer Service, Entrepreneurship, Microsoft Office, Management, Microsoft Excel, PowerPoint
Education
Rowan University 2006 — 2010
B.A., Economics
ABSEGAMI
Versace December 2013 - May 2015
ZenithOptimedia February 2012 - May 2013
New York Life Insurance Company October 2008 - February 2012
Movado Group, Inc. May 2007 - August 2008
L'Oreal S.A. September 2001 - May 2007
Skills
Financial Analysis, Budgets, Accounting, Business Analysis, Forecasting, Financial Modeling, Finance, Financial Reporting, Strategic Financial..., Pricing
Education
Rutgers Business School 2004 — 2007
Master of Business Administration (MBA), Marketing & Global Business
Fairleigh Dickinson University-College at Florham 1992 — 1996
Bachelor of Science (B.S.), Finance
Voya Financial April 2012 - 2014
New York Life Insurance Company November 2004 - 2011
New York Life Insurance Company 2004 - 2011
Skills
Underwriting, Group Benefits, Employee Benefits, Brokers, Management, Training, Human Resources, New Business Development, Financial Risk, Risk Management, Insurance, Marketing, Sales, Coaching, Competitive Analysis
Education
Rutgers Graduate School of Management
CERTIFICATE, MANAGEMENT & LABOR RELATIONS
Temple University 1984 — 1986
B.A, Political Science
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
PWC June 2007 - Present
New York Life Insurance Company January 2004 - June 2007
Prudential Financial July 2001 - January 2004
Skills
Account Reconciliation, Financial Statements, Tax, GAAP, Analysis, Variance Analysis, Tax Returns, Microsoft Excel, Spreadsheets, Management, Program Management, Partnership Taxation, Tax Law, Research, Financial Statement..., Financial Analysis
Education
Seton Hall University 2005 — 2007
Masters, Tax
Rutgers University School of Law - Newark 1992 — 1995
Accounting
Willis June 2014 - Present
Ascensus January 2012 - May 2014
Vanguard 2009 - 2012
Vanguard 2006 - 2009
New York Life Insurance Company 2005 - 2006
Skills
Series 7, Series 66, Investment Research, Fiduciary, Mergers & Acquisitions, Retirement, Retirement Plan..., Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, ETFs, 401k, IRAs, FINRA, Strategic Financial..., 401k Rollovers, Due Diligence, Investments
Education
Roger Williams University 2001 — 2005
Bachelor of Science, Business Management
Roger Williams University 2001 — 2005
New York Life Insurance Company December 2011 - Present
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Mortgage Banking, Customer Service, Small Business Lending, Loan Origination, Underwriting, Deposits, Mortgage Underwriting, Insurance, Lotus Notes, Sales, Negotiation, Retirement Planning, Series 63, Series 6, Mutual Funds, Fixed Annuities, Wealth Management, Investments, IRAs, Financial Advisory, Securities, Mortgage Marketing, Life Insurance, Retirement, Notary Public, Financial Services, Investment Advisory, 401k Rollovers, Roth IRA, Finance, Wealth, Long Term Care Insurance, Asset Management, Credit Analysis, FHA, Refinance, Residential Mortgages, Strategic Financial...
Education
Rollins College
Bachelor of Business Administration (BBA)
Strayer University-Florida
New York Life Insurance Company 1999 - 2014
Skills
Life Insurance, Investments, Insurance, Securities, Asset Management, Business Analysis, Customer Service, Microsoft Office, Management, Project Management, Strategic Planning, Leadership, Strategy, Equities, Financial Risk, Risk Management, Loans, Finance, Quality Assurance, Back-end Development, Business Development, Financial Analysis, Variable Annuities, Fixed Annuities, Fixed Income Analysis
Education
Rutgers Business School
Bachelor’s Degree, Business Administration and Management, General
New York Life Insurance Company January 2005 - Present
Merrill Lynch January 2002 - December 2004
Education
Seton Hall University 1991 — 1997
Masters, Finance
Rutgers University-New Brunswick 1987 — 1991
B.S., Accounting
Arrow Electronics June 2014 - Present
Arch Telecom 2012 - 2013
Arch Telecom 2012 - 2013
New York Life Insurance Company 2009 - December 2012
The Ski Company Mountain Sports September 2001 - September 2009
Brite Computers July 2007 - February 2009
Northwestern Mutual Financial Network November 1997 - December 2001
Dibella's Sub Shop 1996 - 1999
Price Buster Mattress 1996 - 1998
Skills
Salesforce.com, Management, Customer Service, Direct Sales, Marketing, Account Management, Sales Process, Insurance, Solution Selling, Networking, Sales Management, Microsoft Excel, Sales, Coaching, Retail, Selling, Cold Calling, Leadership, Marketing Strategy, Project Management, CRM
Education
Rochester Institute of Technology 1994 — 2000
Marketing, Electrical Engineering, Marketing
Smithsburg High 1992 — 1994
North Hagerstown High 1990 — 1992
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company September 2007 - May 2011
New York Life Insurance Company April 2004 - September 2007
New York Life Insurance Company August 2000 - April 2004
Skills
Leadership, Financial Recruiting, Motivational..., Training, Coaching, 401k, 401k Rollovers, Analysis, Business, Business Planning, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Planners, Financial Services, Fixed Annuities, Hiring, IRAs, Insurance, Investments, Life Insurance, Long Term Care Insurance, Management, Marketing, Mutual Funds, Recruiting, Retirement, Retirement Planning, Risk Management, Sales Management, Securities, Series 7, Small Business, Strategic Financial..., Strategy, Term Life Insurance, Time Management, Wealth Accumulation, Long-term Care
Education
American College 2010 — 2011
CLU
Roger Williams University 1996 — 2000
BS double major, Business Management and Finance
New York Life Insurance Company March 2012 - Present
New York Life Retirement Plan Services October 2005 - Present
New York Life Insurance Company March 2010 - December 2014
New York Life Retirement Plan Services October 2005 - March 2011
New York Life Investments November 1995 - November 2001
Skills
Mutual Funds, Product Management, Financial Services, Investments, Product Marketing, Retirement Planning, Fundraising, Volunteer Management, Event Planning, Community Outreach, Non-profit Volunteer, Defined Contribution, Series 63, Leadership, Relationship Management, Customer Service, Fixed Annuities, Securities, Training, Life Insurance, Retirement, Insurance, 401k, Asset Management, Nonprofits, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Bachelor of Arts (BA), Psychology
Siena College 1988 — 1990
Immaculate Heart Academy 1984 — 1988
College prep
RiverRoad Waste Solutions, Inc. September 2013 - Present
American Prince Corporation February 2010 - Present
New York Life Insurance Company February 2008 - January 2010
Raaj Trading Cor April 2006 - January 2008
Skills
Passed all 4 parts of..., Financial Planners, Financial Analysis, Strategic Financial..., Accounting, Financial Reporting, GAAP, Financial Statements, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Variance Analysis, QuickBooks, Tax, Cash Management, US GAAP, Accounts Receivable, Accounts Payable, Forecasting
Education
Rutgers University-New Brunswick 2001 — 2005
B.S. Accounting, Accounting
Eagle Strategies, LLC October 2008 - Present
NYLIFE Securites, LLC October 2008 - Present
New York Life Insurance Company October 2008 - Present
Wells Fargo April 1994 - August 2003
Skills
Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Securities, Investments, Mutual Funds, Insurance, Financial Analysis, Term Life Insurance, Fixed Annuities, Management
Education
Rowan University 1978 — 1983
BA
Indian River School District January 2015 - Present
Source4Teachers September 2011 - September 2015
West Deptford Public Schools February 2011 - September 2015
New York Life Insurance Company December 2010 - June 2011
Philadelphia Museum of Art 2009 - 2011
Kingsway Regional High School District September 2009 - June 2010
Weichert Realtors 2010 - 2010
Gaithersburg High School 2006 - 2007
Skills
Coaching, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Fundraising, Insurance, Investment Properties, Investments, Leadership, Life Insurance, Loans, Long-term Care, Real Estate, Retirement Planning, Sales, Selling, Training, Public Speaking, Mortgage Lending, Event Planning, Marketing, Special Education, Small Business, 401k, Term Life Insurance, Estate Planning, Retirement, Series 6
Education
Villanova University 1995 — 1998
M.S., Human Resource Development
Rowan University 1986 — 1993
B. A., Communication
Washington Twp H S
New York Life Insurance Company July 2014 - Present
Bank of America July 2010 - July 2014
Babcock & Brown October 2008 - June 2010
Credit Suisse July 1997 - July 2007
Merrill Lynch March 1995 - July 1997
JP Morgan June 1987 - March 1995
Skills
Personnel Management, Talent Management, Succession Planning, Change Management, Performance Management, Organizational Design, Onboarding, Employee Engagement, Employee Relations, Organizational..., Equities, Human Resources, Asset Management, Talent Acquisition, Investment Banking, Strategic Human..., Fixed Income, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor's Degree, Economics with a minor in Sociology and Asian Studies
VWR International/WARD'S Science April 2015 - Present
VWR Education/WARD'S Science May 2011 - April 2015
VWR Education/WARD'S Science November 2008 - April 2015
CooperVision 2006 - 2008
CooperVision 2004 - 2006
New York Life Insurance Company 1998 - 2003
Ministry of Foreign Relations May 2002 - August 2002
Skills
Microsoft Office, Salesforce.com, Account Management, PowerPoint, Team Building, Cross-functional Team..., Team Leadership, New Business Development, Sales Operations, Strategic Planning, Coaching, Sales Presentations, Data Analysis, Event Planning, Market Research, Marketing, Direct Sales, Operations Management, Business Strategy, Troubleshooting, Recruiting, Research, Event Management, Social Media, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Project Management, Sales Management, Leadership, Inventory Management, Windows, Sales, Management
Education
Rochester Institute of Technology 1999 — 2004
Bachelor of Science (BS), International Business
Rochester Institute of Technology 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Comroe Advanced Power September 2005 - Present
New York Life Insurance Company March 2004 - January 2005
Kmart Corporation May 1999 - March 2004
Skills
Innovative Problem..., Purchasing Management, Multitasker, Networking, Purchasing, Analysis, Loss Prevention, Inventory Management, Customer Service, Retail, Merchandising, Income Statement, Process Scheduler, Outlook, Sales, Data Entry, Microsoft Excel, Spreadsheets
Education
Lehigh Carbon Community College 2008 — 2011
MCSA, Computer Networking
Rutgers University-New Brunswick 1997 — 1999
Computer Science
New York Life Insurance Company February 2011 - Present
American Income Life - NJ July 2009 - February 2011
Gould Paper Corporation February 2001 - 2009
websource 1991 - 1995
Skills
Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement, Series 63, Employee Benefits, 401k, Sales Management, Insurance, Customer Service, Sales, Account Management, Health Insurance, Series 6, Small Business, Term Life Insurance, Long Term Care Insurance, Whole Life, Mutual Funds, Long-Term Care Insurance, Financial Planning
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics
New York Life Insurance Company February 2003 - Present
D&W Diesel May 1997 - June 1999
MIC Technology July 1993 - May 1997
Materials Research June 1992 - June 1993
Bell Copiers February 1990 - June 1992
Allen Test Products June 1989 - February 1990
Skills
Fixed Annuities, IRAs, Life Insurance, Sales Management, Series 6, Mutual Funds, Microsoft Excel, Retirement, Retirement Planning, Series 63, Long-term Care, Estate Planning, Strategic Financial..., Disability Insurance, Long Term Care Insurance, Customer Service, Wealth Accumulation, Variable Annuities, College Savings Plans, 401k, 401k Rollovers, Term Life Insurance, Whole Life, 529 Plans, Roth IRA, Financial Planners, Buy-sell Agreements, Series 7, Permanent Life Insurance, Securities, Universal Life, Wealth, Financial Advisory, Asset Allocation, Wealth Management..., Financial Planning
Education
Rockland Community College
Rockland Community College
Columbia University in the City of New York April 2014 - Present
New York Life Insurance Company November 2011 - February 2014
Henry Schein March 2006 - November 2011
Citigroup 2002 - 2006
Cushman & Wakefield 1997 - 2002
Skills
HRIS, Executive Pay, Employee Benefits, Deferred Compensation, Competitive Strategies, Incentive Programs, Job Evaluation, Benefits Administration, Compensation Structures, Sales Compensation, Compensation Strategies, Human Resources, Onboarding, Personnel Management, Compensation, Performance Management, Management, Succession Planning, Talent Acquisition, Employee Relations, Talent Management, Employee Engagement
Education
Rowan University 1987 — 1991
BA, Business
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Nationwide Insurance April 2014 - Present
Self - Employed March 2006 - Present
Rental Property Investor January 2005 - Present
New York Life Insurance Company October 2010 - July 2013
Skills
Budgets, Leadership, Marketing, Nonprofits, Fundraising, Community Outreach, Project Management, Life Insurance, Property, Sales, Strategic Planning
Education
Roberts Wesleyan College
Master of Science, Strategic Leadership
Roberts Wesleyan College
Bachelor of Arts, Religion & Philosophy
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
First Investors Corporation July 2010 - December 2010
CollegeZag January 2010 - December 2010
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Access
Education
Rochester Institute of Technology 2007 — 2010
BBUF, Business/Finance
New York Life Insurance Company April 2010 - December 2010
Pfizer December 2004 - February 2010
AT&T July 1970 - February 2000
Skills
Data Warehousing, Requirements Analysis, Database Design, Software Documentation, SQL, SDLC, Data Analysis, Project Management, Databases
Education
Rutgers University-New Brunswick
BA
: NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
Skills
Investments, 401k Rollovers, Annuity Sales, Estate Planning, Education Funding, lifetime income..., Retirement Planning, small business..., Wealth Preservation..., P&L, Forecasting
Education
Rochester Institute of Technology 1973 — 1976
BS, Business/Hospitality Management
New York Life Insurance Company December 2012 - Present
New York Life January 2010 - December 2012
New York Life 2009 - 2010
New York Life 2006 - 2009
Skills
Excel & Access, FINRA Licenses: Series..., Life & Health, Management, Training, Insurance, Life Insurance, Recruiting, Mutual Funds, Investments, Financial Services, Sales, Strategic Financial..., Securities, Retirement Planning, Asset Management, Time Management, Trading, Accounting, Access, FINRA, Finance, Wealth Management, Microsoft Excel
Education
Phoenix University
Bachelor of Science, Accounting
Roger Williams University
Bachelor of Science, Management
The Chubb Institute
Business Programming Certificate
Webster University
Master of Arts, Security Management
BrandYourself July 2015 - Present
Ayiba Magazine February 2014 - Present
New York Life Insurance Company February 2015 - May 2015
Uber Technologies March 2014 - April 2014
Weitz & Luxenberg September 2013 - February 2014
Southard Communications February 2013 - June 2013
What Matters Most May 2013 - May 2013
Time Inc. / Essence Magazine June 2012 - August 2012
Rutgers University December 2011 - May 2012
Rutgers Center for Global Education August 2008 - May 2012
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.A, Political Science, Communication, Comparative Literature
Hackettstown High School 2006 — 2008
High School
Olashore International School 2000 — 2006
New York Life Insurance Company September 2010 - Present
New York Life Insurance Company August 2009 - September 2010
New York Life Insurance Company May 2008 - August 2009
Skills
Disaster Recovery, Data Center, Visio, ITIL, Enterprise Architecture, Servers, Hardware, SDLC, BMC Remedy, IT Operations, Leadership, Infrastructure, Technical Support, Troubleshooting, IT Strategy, Information Technology, Service Delivery, System Deployment, IT Management, Process Improvement, Business Process..., Team Leadership, IT Service Management, Business Continuity, Lotus Notes, IT Infrastructure..., Data Center Architecture, Data Center..., Data Center Design, Facilities Management, Structured Cabling, Copper Cabling
Education
Rowan University 2004 — 2008
Bachelor of Science (B.S.), Business Management
New York Life Insurance Company June 2013 - Present
New York Life Insurance Company April 2010 - May 2013
Self Employed Tax Preparer October 2006 - April 2010
Skills
Leadership, Training, Recruiting, Interviewing Skills, Financial Recruiting, College Recruiting, Estate Planning, Life Insurance, Retirement, Small Business, Retirement Planning
Education
Roberts Wesleyan College 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Mahwah Bar and Grill August 2004 - Present
New York Life Insurance Company June 2012 - April 2013
Campgaw Ski Mountain, LLC December 2010 - January 2011
Darlington County Park June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Access, Social Media, Research, Time Management, Facebook, Organization, Teamwork, Insurance
Education
Roger Williams University 2008 — 2012
Bachelor of Science (BS), Management; Finance; Spanish
Mahwah High School 2004 — 2008
High School Diploma
New York Life Insurance Company December 2013 - Present
National Eating Disorders Association April 2013 - December 2013
New Jersey General Assembly May 2011 - April 2013
Skills
Legislative Research, Legislative Relations, Public Policy, Coalitions, Policy Analysis, Politics, Political Science, Legislation, State Government, Grassroots Organizing, Constituent Services, Policy, Political Consulting, Political Communication, Legislative Affairs, Public Affairs, Governmental Affairs, Policy Research, Political Campaigns, Public Administration, Grassroots
Education
Rutgers University-New Brunswick 2007 — 2011
BA, Political Science, Sociology, Psychology
Old Bridge High School
The Berry Company August 2013 - Present
Advanced Technical Solutions, LLC February 2013 - July 2013
Advanced Technical Solutions, LLC May 2012 - January 2013
New York Life Insurance Company November 2010 - May 2012
IKON Document Services 2009 - 2009
HSBC Bank USA, National Association 2006 - 2008
ADP 2004 - 2006
Hoselton Auto Mall April 2003 - October 2004
Skills
Management, Account Management, Benefits Administration, Sales, New Business Development, B2B, Payroll, Sales Operations, Networking, Enterprise Software, Customer Satisfaction, Human Resources, Direct Sales, Cold Calling, Salesforce.com, Technical Support, Analytical Skills, Telephone Skills, Information Technology, Customer Service
Education
Rochester Institute of Technology
BS
Hardenbergh Insurance Group 2010 - Present
New York Life Insurance Company 2007 - 2010
Skills
Insurance, Commercial Lines, Workers Compensation, Risk Management, General Liability, Professional Liability, Claim, Property & Casualty..., Small Business, Legal Liability, Employee Benefits, Financial Risk, Commercial Insurance, Life Insurance, Customer Service, Financial Services, Retirement Planning, Fixed Annuities, Casualty, Underwriting, Health Insurance, Strategic Financial..., Umbrella Insurance, Long-term Care, Disability Insurance, Term Life Insurance, General Insurance, Brokers, Employment Practices..., D&O, Retirement, Claims Management, 401k, Financial Planners, Liability, Financial Planning
Education
Rowan University 1997 — 2001
Business Administration, Marketing
Eastern Regional High School 1993 — 1997
Mize Houser & Company P.A. May 2015 - Present
Lint Singleton & Heintz, CPA February 2013 - May 2015
New York Life Insurance Company February 2012 - February 2013
Cohen Esrey Communities March 2011 - December 2011
State Street Corporation March 2010 - March 2011
Skills
Financial Planning, Accounting, Financial Planners, Financial Analysis, Risk Management, Financial Accounting, Mutual Funds, Cash Management, Microsoft Excel, Financial Modeling, Investments, Finance, Strategic Financial...
Education
Rockhurst University 2009 — 2010
Master's, Business Administration; Accounting
The University of Kansas 2006 — 2009
Bachelor of Science, Accounting
SNF June 2012 - November 2014
New York Life Insurance Company 2008 - 2011
New York Life Insurance Company December 2004 - June 2008
Arkwright Advanced Coating July 2000 - April 2002
Skills
Chemical Engineering, Process Safety..., Microsoft Excel, Process Improvement, Product Development, Cross-functional Team..., Sales, Team Building, Marketing, Insurance, Training & Development, Management, Microsoft Office, Lotus Notes, PowerPoint, Team Leadership, Leadership, Microsoft Word, Six Sigma, Project Management, Sales Management, Operations Management, Sales Process
Education
Rose-Hulman Institute of Technology 1994 — 1998
Bachelor of Science, Chemical Engineering
University of Rhode Island - College of Business Administration 2003 — 2004
Master's, Business Administration
A.C Davis High School 1990 — 1994
New York Life Insurance Company
Skills
Disaster Recovery, Financial Services, Business Analysis, IT Management, Vendor Management, Insurance, SDLC, Process Improvement, Requirements Gathering, Leadership
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Business Administration (BBA)
New York Life Insurance Company March 2012 - Present
Thermo Fisher Scientific October 1977 - December 1999
Education
Robert Morris University 1975 — 1979
Bachelor of Science (BS), Business administration/Marketing
Robert Morris University 1975 — 1979
Bachelor's degree, Business administration/marketing
JPMorgan Chase & Co. June 2015 - August 2015
William Demant November 2014 - May 2015
Advanced Body Rehabilitation Center April 2011 - November 2014
Virtual Management Solutions, LLC May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Data Entry, Facebook, Windows, Spreadsheets, Editing, Lotus Notes, Telephone Skills, Critical Thinking, Insurance, Health Insurance, Time Management, Management, Analysis
Education
Rutgers Business School 2011 — 2015
Mathematics, Finance
New York Life Insurance Company January 2005 - Present
Merrill Lynch January 2001 - December 2004
Summit Bank November 1997 - December 2000
New York Life Insurance Company July 1991 - October 1997
Skills
Finance, Accounting, Financial Analysis, Analysis, Life Insurance, Leadership
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Accounting
Seton Hall University
Master of Business Administration (M.B.A.), Finance
New York Life Insurance Company April 2014 - Present
Allied Barton June 2010 - April 2014
Skills
Financial Analysis, Retirement Planning, College Savings Plans, Life Insurance, Building Relationships, Helping families and...
Education
Robert Morris University 2009 — 2013
Bachelor's degree, Sports Management
Middletown Area High School 2006 — 2009
New York Life Insurance Company August 2014 - Present
Skills
Licensed Life Insurance..., Protection..., Education Funding..., Business Insurance..., Buy-sell Agreements, Key Person Protection, Supplements to Employee..., 401(k) Rollovers, IRA Rollovers, Annuity Sales, Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Gifting Strategies, Grandchild Gifting, Retirement, Problem Solving, Event Marketing Strategy
Education
Rutgers University-New Brunswick 2009 — 2012
Bachelor's degree