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,

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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
Shay Picard Shay Picard Billings, Montana Details
Shay Picard's New York Life Insurance Company Experience May 2012 - June 2013
Job The Picard Company, CEO
Industry Construction
Experience
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

Carol Richardson Carol Richardson Tulsa, Oklahoma Details
Carol Richardson's New York Life Insurance Company Experience August 2013 - June 2014
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
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

Brian Bartz Brian Bartz Rochester, New York Details
Brian Bartz's New York Life Insurance Company Experience June 2012 - January 2015
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Ryane Galaton Ryane Galaton Greater New York City Area Details
Ryane Galaton's New York Life Insurance Company Experience March 2015 - Present
Job Annuities Associate at New York Life Insurance Company
Industry Financial Services
Experience
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

Marc W. Harrison, LUTCF Partner at New York Life Marc W. Harrison, LUTCF Partner at New York Life Raleigh-Durham, North Carolina Area Details
Marc W. Harrison, LUTCF Partner at New York Life's New York Life Insurance Company Experience May 2014 - Present
Job I'm looking for Entrepreneurial People who are interested in a career in Sales and Sales Management.
Industry Financial Services
Experience
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

Paul Hellman Paul Hellman Greater New York City Area Details
Paul Hellman's New York Life Insurance Company Experience March 2014 - Present
Job Caring Financial Services Professional with NYLIFE Securities LLC, helping to protect families and individuals.
Industry Insurance
Experience
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

Eric Bissonnette Eric Bissonnette Camas, Washington Details
Eric Bissonnette's New York Life Insurance Company Experience June 2012 - May 2013
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
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

Trevor Heiblim Trevor Heiblim New York, New York Details
Trevor Heiblim's New York Life Insurance Company Experience 2011 - 2012
Job Data Driven Problem Solver | Mobile Enthusiast | Helping business leaders make better decisions for the mobile app space
Industry Computer Software
Experience
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

Dave Draeger Dave Draeger Billings, Montana Details
Dave Draeger's New York Life Insurance Company Experience November 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
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

Justin Ramirez, Esq. Justin Ramirez, Esq. Cliffwood, New Jersey Details
Justin Ramirez, Esq.'s New York Life Insurance Company Experience October 2012 - June 2014
Job Compliance Officer, Harding Loevner LP
Industry Legal Services
Experience
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

Milagros Serrano Milagros Serrano Edison, New Jersey Details
Milagros Serrano's New York Life Insurance Company Experience June 2011 - April 2013
Job Customer Service Speacialist at Willdan Lighting & Electric, Inc.
Industry Building Materials
Experience
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

Luis Feliz Luis Feliz Baltimore, Maryland Area Details
Luis Feliz's New York Life Insurance Company Experience October 2011 - March 2013
Job MBA candidate sales and operation management experience
Industry Financial Services
Experience
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

Joel Morreale Joel Morreale Greater Chicago Area Details
Joel Morreale's New York Life Insurance Company Experience June 1982 - June 2013
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
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.)

Christopher McShane Christopher McShane Greater Pittsburgh Area Details
Christopher McShane's New York Life Insurance Company Experience October 2010 - November 2011
Job Currently looking for work.
Industry Construction
Experience
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

Matt Dicker Matt Dicker Greater New York City Area Details
Matt Dicker's New York Life Insurance Company Experience April 2010 - April 2012
Job Product & Distribution Expert | Revenue & Profit Growth Driver
Industry Financial Services
Experience
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

Elisha Gilroy Elisha Gilroy Rochester, New York Details
Elisha Gilroy's New York Life Insurance Company Experience 2013 - July 2013
Job Senior Housing Sales Rep
Industry Hospital & Health Care
Experience
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

Jhan Caceres Jhan Caceres Greater Philadelphia Area Details
Jhan Caceres's New York Life Insurance Company Experience June 2012 - May 2013
Job Client Onboarding Analyst at Citi
Industry Banking
Experience
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

James Juneman James Juneman Chicago, Illinois Details
James Juneman's New York Life Insurance Company Experience May 2008 - February 2013
Job Creating Excellence.
Industry Marketing and Advertising
Experience
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

George Hoermann George Hoermann New York, New York Details
George Hoermann's New York Life Insurance Company Experience July 2014 - May 2015
Job Executive Assistant at Cantor & Pecorella Inc.
Industry Real Estate
Experience
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

Matthew Moritz Matthew Moritz Monroe, New York Details
Matthew Moritz's New York Life Insurance Company Experience September 2014 - Present
Job Financial Professional at New York Life Insurance Company
Industry Insurance
Experience
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

Joseph Pinho Joseph Pinho Greater New York City Area Details
Joseph Pinho's New York Life Insurance Company Experience December 2009 - November 2011
Job Associate Manager, Planning & Analysis at Prudential Financial
Industry Financial Services
Experience
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

Cullen Briggs Cullen Briggs Albany, New York Area Details
Cullen Briggs's New York Life Insurance Company Experience September 2009 - December 2009
Job Marketing Process Implementation Manager at CDPHP
Industry Hospital & Health Care
Experience
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

Chrisann S. Coustenis Chrisann S. Coustenis Riverside, California Details
Chrisann S. Coustenis's New York Life Insurance Company Experience January 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Craig Dow Craig Dow Kansas City, Missouri Area Details
Craig Dow's New York Life Insurance Company Experience May 1999 - Present
Job LPC at New York Life Insurance Company
Industry Financial Services
Experience
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

Beata Vandergrift Beata Vandergrift Greater Philadelphia Area Details
Beata Vandergrift's New York Life Insurance Company Experience June 2012 - December 2012
Job Financial Advising, Real Estate, Medical professional
Industry Hospital & Health Care
Experience
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

Terri Ransom Terri Ransom Greater Chicago Area Details
Terri Ransom's New York Life Insurance Company Experience November 2010 - October 2011
Job Project Manager/BSA
Industry Management Consulting
Experience
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

Anna Martini Anna Martini Greater New York City Area Details
Anna Martini's New York Life Insurance Company Experience February 2012 - May 2012
Job International Pool Analyst at TRAC Intermodal
Industry Financial Services
Experience
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

Edward Palange Edward Palange Greater New York City Area Details
Edward Palange's New York Life Insurance Company Experience September 1984 - April 1987
Job President at Insurance Services & Technologies, Inc.
Industry Insurance
Experience
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

J.T. Shim, PhD, MBA J.T. Shim, PhD, MBA Orlando, Florida Area Details
J.T. Shim, PhD, MBA'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
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

Ernest Lofton Ernest Lofton Rochester, New York Area Details
Ernest Lofton's New York Life Insurance Company Experience September 2009 - January 2013
Job Insurance Professional
Industry Insurance
Experience
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

Duygu Ozturkoglu Duygu Ozturkoglu Rochester, New York Area Details
Duygu Ozturkoglu's New York Life Insurance Company Experience July 2014 - March 2015
Job Operations Account Representative at C.H. Robinson Worldwide, Inc.
Industry Logistics and Supply Chain
Experience
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

David Cerulo Jr David Cerulo Jr Greater New York City Area Details
David Cerulo Jr's New York Life Insurance Company Experience 2014 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
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

David Shin David Shin Greater New York City Area Details
David Shin's New York Life Insurance Company Experience May 2010 - August 2010
Job Senior Analyst at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
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

Christopher Pagano Christopher Pagano Greater New York City Area Details
Christopher Pagano's New York Life Insurance Company Experience 2014 - March 2015
Job Home Theater Specialist at Best Buy
Industry Insurance
Experience
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

James A. Morris, MBA, MTS James A. Morris, MBA, MTS Texarkana, Texas Area Details
James A. Morris, MBA, MTS's New York Life Insurance Company Experience March 2011 - March 2015
Job AIG Financial Professional
Industry Financial Services
Experience
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

Tom Scanlan Tom Scanlan Fort Lauderdale, Florida Details
Tom Scanlan's New York Life Insurance Company Experience October 2012 - December 2013
Job Compliance and Operations Officer
Industry Financial Services
Experience
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

Marc Mills Marc Mills Freehold, New Jersey Details
Marc Mills's New York Life Insurance Company Experience September 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Bradley Geise Bradley Geise Orlando, Florida Area Details
Bradley Geise's New York Life Insurance Company Experience January 2008 - May 2012
Job President of Geise Financial
Industry Financial Services
Experience
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

Kathy Nyman Kathy Nyman San Francisco Bay Area Details
Kathy Nyman's New York Life Insurance Company Experience September 2009 - Present
Job Licenced Agent at New York Life Insurance Company, Focused on Insurance and Retirement Planning.
Industry Insurance
Experience
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

Steve Borland Steve Borland Greater New York City Area Details
Steve Borland's New York Life Insurance Company Experience April 2007 - February 2008
Job Intraday Equities Trader
Industry Capital Markets
Experience
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

Randy Lopez Randy Lopez Kearny, New Jersey Details
Randy Lopez's New York Life Insurance Company Experience August 2015 - Present
Job New York Life Agent
Industry Accounting
Experience
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

Gerald Chikezie Gerald Chikezie Greater Philadelphia Area Details
Gerald Chikezie's New York Life Insurance Company Experience October 2014 - Present
Job Financial Services Professional helping clients with custom tailored solutions for personal or business financial needs
Industry Financial Services
Experience
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

Mariano Agnese Mariano Agnese Greater New York City Area Details
Mariano Agnese's New York Life Insurance Company Experience December 2010 - May 2011
Job Analyst at Barclays
Industry Financial Services
Experience
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

Debbie Chung Debbie Chung Bridgewater, New Jersey Details
Debbie Chung's New York Life Insurance Company Experience 1995 - 2000
Job Senior accountant supervisor at Rutgers University
Industry Higher Education
Experience
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

Erika Yeung Erika Yeung Greater New York City Area Details
Erika Yeung's New York Life Insurance Company Experience May 2014 - August 2014
Job Derivative Accounting Intern at New York Life Insurance Company
Industry Accounting
Experience
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

Rob Hagg Rob Hagg Leawood, Kansas Details
Rob Hagg's New York Life Insurance Company Experience April 2003 - August 2009
Job
Industry Financial Services
Experience
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

L. Mercedes James L. Mercedes James Maitland, Florida Details
L. Mercedes James's New York Life Insurance Company Experience September 1978 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Brian Gazzo Brian Gazzo Greater New York City Area Details
Brian Gazzo's New York Life Insurance Company Experience January 2015 - Present
Job IT Business Analyst at New York Life Insurance Company
Industry Information Technology and Services
Experience
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

Ray Otto Ray Otto Rochester, New York Area Details
Ray Otto's New York Life Insurance Company Experience 2007 - 2009
Job Western New York Regional Recruiter at Monroe College
Industry Higher Education
Experience
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

Jason Plesha Jason Plesha Greater Boston Area Details
Jason Plesha's New York Life Insurance Company Experience January 2012 - December 2012
Job Seeking Employment
Industry Financial Services
Experience
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

Frank Memmo Frank Memmo Mount Laurel, New Jersey Details
Frank Memmo's New York Life Insurance Company Experience June 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Steven Warshauer, MBA Steven Warshauer, MBA Greater New York City Area Details
Steven Warshauer, MBA's New York Life Insurance Company Experience January 1990 - March 1998
Job Program Manager | Project Manager
Industry Information Technology and Services
Experience
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

Steven Glick Steven Glick Buffalo/Niagara, New York Area Details
Steven Glick's New York Life Insurance Company Experience August 2011 - February 2013
Job at PHH Mortgage
Industry Real Estate
Experience
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

Matt Majewski Matt Majewski Portland, Oregon Area Details
Matt Majewski's New York Life Insurance Company Experience June 2007 - November 2009
Job Regional Life Specialist at AIG
Industry Financial Services
Experience
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

Shailee Shah Shailee Shah Greater New York City Area Details
Shailee Shah's New York Life Insurance Company Experience May 2014 - August 2014
Job Analyst at Citigroup
Industry Financial Services
Experience
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

Stephen D. Mitchell Jr. Stephen D. Mitchell Jr. Greater Boston Area Details
Stephen D. Mitchell Jr.'s New York Life Insurance Company Experience December 1995 - March 2000
Job Asst. Vice President
Industry Banking
Experience
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

steven rahlan steven rahlan Stony Point, New York Details
steven rahlan's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   November 2014 - Present
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

Tara Gordon Tara Gordon New York, New York Details
Tara Gordon's New York Life Insurance Company Experience January 2012 - February 2014
Job Certified Pilates Instructor at Erika Bloom Pilates Plus
Industry Writing and Editing
Experience
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

Bao Toan Nguyen Bao Toan Nguyen Orlando, Florida Details
Bao Toan Nguyen's New York Life Insurance Company Experience December 2013 - Present
Job Agent with New York Life helping clients with custom tailored solutions to [estate conservation, retirement planning, co
Industry Financial Services
Experience
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

Peterson Dessalines Peterson Dessalines Greater New York City Area Details
Peterson Dessalines's New York Life Insurance Company Experience 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   2014 - Present

Skills
Protection..., Social media, public speaking, nonprofits

Education


Omari Thomas Omari Thomas Greater Philadelphia Area Details
Omari Thomas's New York Life Insurance Company Experience August 2014 - Present
Job Partner I Hire, Train And Develop Sales Professionals and Managers And Help Them Positively Impact The Lives Of Others
Industry Financial Services
Experience
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

Tomer Sela Tomer Sela Greater Philadelphia Area Details
Tomer Sela's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2014 - Present

Education
Rutgers University – Camden   2009 — 2014
Bachelor’s Degree, Psychology

Bradley Kavanagh Bradley Kavanagh Baton Rouge, Louisiana Details
Bradley Kavanagh's New York Life Insurance Company Experience March 2010 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
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

Douglas Rabess Douglas Rabess New Windsor, New York Details
Douglas Rabess's New York Life Insurance Company Experience February 2014 - Present
Job Financial Professional at New York Life Insurance & Investment Company
Industry Financial Services
Experience
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

Henry Goh Henry Goh Greater New York City Area Details
Henry Goh's New York Life Insurance Company Experience October 2012 - Present
Job Senior Associate Retail Annuities at New York Life Insurance Company
Industry Financial Services
Experience
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

Jay Hankin Jay Hankin Greater New York City Area Details
Jay Hankin's New York Life Insurance Company Experience July 2009 - April 2011
Job Client Services Consultant at MetLife
Industry Insurance
Experience
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

Patricia Soraluz Patricia Soraluz Kearny, New Jersey Details
Patricia Soraluz's New York Life Insurance Company Experience September 2009 - June 2014
Job Senior Analyst at Hitachi America
Industry Financial Services
Experience
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

Danielle Trost Danielle Trost Greater New York City Area Details
Danielle Trost's New York Life Insurance Company Experience November 2009 - March 2013
Job Greystone & Co.
Industry Real Estate
Experience
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

Susan Fata, MBA, CBAP, ACS Susan Fata, MBA, CBAP, ACS Basking Ridge, New Jersey Details
Susan Fata, MBA, CBAP, ACS's New York Life Insurance Company Experience September 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
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

Chad Bomberger Chad Bomberger Greater Pittsburgh Area Details
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

Henry Jacobs Henry Jacobs Secaucus, New Jersey Details
Henry Jacobs's New York Life Insurance Company Experience June 2000 - June 2007
Job Portfolio Manager/ Governance at PM Spectrum
Industry Information Technology and Services
Experience
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.)

Brian Reichwein Brian Reichwein Dallas/Fort Worth Area Details
Brian Reichwein's New York Life Insurance Company Experience December 2010 - September 2011
Job Account Executive, Major Accounts at Gartner
Industry Information Technology and Services
Experience
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

David Varga David Varga Greater New York City Area Details
David Varga's New York Life Insurance Company Experience July 2008 - Present
Job Senior ELearning Instructional Designer at New York Life
Industry Financial Services
Experience
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

Marina Youssef Marina Youssef Greater New York City Area Details
Marina Youssef's New York Life Insurance Company Experience May 2009 - August 2009
Job Electrical Engineer at CME Associates, Inc.
Industry Electrical/Electronic Manufacturing
Experience
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

Nick Sackman Nick Sackman Gurnee, Illinois Details
Nick Sackman's New York Life Insurance Company Experience January 2008 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
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

Ravi Thakkar Ravi Thakkar Greater New York City Area Details
Ravi Thakkar's New York Life Insurance Company Experience February 2011 - June 2011
Job Producer, Video
Industry Broadcast Media
Experience
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

Brian Zabady Brian Zabady Greater New York City Area Details
Brian Zabady's New York Life Insurance Company Experience December 2014 - August 2015
Job Seeking new employment opportunities
Industry Insurance
Experience
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

Brian Streem Brian Streem Greater Chicago Area Details
Brian Streem's New York Life Insurance Company Experience October 2010 - May 2014
Job Personal Financial Representative at Allstate Financial, LLC
Industry Financial Services
Experience
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

Duane Bair Duane Bair Greater Philadelphia Area Details
Duane Bair's New York Life Insurance Company Experience October 2011 - January 2014
Job Licensed Banker at CFG
Industry Research
Experience
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

Duane Bellamy Duane Bellamy Greater New York City Area Details
Duane Bellamy's New York Life Insurance Company Experience October 2008 - February 2012
Job Experienced Financial Executive Considering New Opportunities
Industry Apparel & Fashion
Experience
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

Thomas Cortese, CEBS,FLMI,FFSI Thomas Cortese, CEBS,FLMI,FFSI Greater New York City Area Details
Thomas Cortese, CEBS,FLMI,FFSI's New York Life Insurance Company Experience November 2004 - 2011
Job SEEKING NEW PROFESSIONAL CHALLENGE
Industry Insurance
Experience
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

Kelly McGuirl Kelly McGuirl Greater New York City Area Details
Kelly McGuirl's New York Life Insurance Company Experience June 1998 - April 2000
Job Executive Director at Morgan Stanley
Industry Accounting
Experience
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

Shona Farquharson Shona Farquharson Greater New York City Area Details
Shona Farquharson's New York Life Insurance Company Experience January 2004 - June 2007
Job Senior Tax Associate at PWC
Industry Accounting
Experience
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

Aaron Kozick Aaron Kozick Greater New York City Area Details
Aaron Kozick's New York Life Insurance Company Experience 2005 - 2006
Job Retirement Consultant, Willis Human Capital
Industry Financial Services
Experience
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

Lucita Cole Lucita Cole Greater New York City Area Details
Lucita Cole's New York Life Insurance Company Experience December 2011 - Present
Job Internal Product Consultant
Industry Financial Services
Experience
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

Neera Sharma Neera Sharma Greater New York City Area Details
Neera Sharma's New York Life Insurance Company Experience 1999 - 2014
Job Financial Services
Industry Commercial Real Estate
Experience
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

Dan Stadler Dan Stadler Greater New York City Area Details
Dan Stadler's New York Life Insurance Company Experience January 2005 - Present
Job AVP Accounting at New York Life Insurance Company
Industry Insurance
Experience
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

Josh Creager Josh Creager Rochester, New York Area Details
Josh Creager's New York Life Insurance Company Experience 2009 - December 2012
Job Accounts Development Rep at Arrow Electronics
Industry Financial Services
Experience
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

Chris Viveiros Chris Viveiros Norfolk, Virginia Details
Chris Viveiros's New York Life Insurance Company Experience May 2011 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Kate Matier Kate Matier Kenilworth, New Jersey Details
Kate Matier's New York Life Insurance Company Experience March 2012 - Present
Job Senior Associate, Marketing Operations at John Hancock Retirement Plan Services
Industry Financial Services
Experience
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

Chandni Khanna , Passed all CPA Exams Chandni Khanna , Passed all CPA Exams Morganville, New Jersey Details
Chandni Khanna , Passed all CPA Exams's New York Life Insurance Company Experience February 2008 - January 2010
Job Senior Accountant
Industry Environmental Services
Experience
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

Scott Salisbury Scott Salisbury Charlotte, North Carolina Area Details
Scott Salisbury's New York Life Insurance Company Experience October 2008 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
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

Sharon DiCenzo Sharon DiCenzo Ocean View, Delaware Details
Sharon DiCenzo's New York Life Insurance Company Experience December 2010 - June 2011
Job Substitute Teacher
Industry Education Management
Experience
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

Janet Wang Janet Wang Greater New York City Area Details
Janet Wang's New York Life Insurance Company Experience July 2014 - Present
Job Head of Talent Acquisition at New York Life Insurance Company
Industry Financial Services
Experience
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

Karolyn Abreu (LION) Karolyn Abreu (LION) Rochester, New York Area Details
Karolyn Abreu (LION)'s New York Life Insurance Company Experience 1998 - 2003
Job Trainer & B2B Representative at VWR
Industry Education Management
Experience
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

Jerome Ramgobin Jerome Ramgobin Northampton, Pennsylvania Details
Jerome Ramgobin's New York Life Insurance Company Experience March 2004 - January 2005
Job Strategic Sourcing Manager
Industry Construction
Experience
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

Adam Weisberger Adam Weisberger Greater New York City Area Details
Adam Weisberger's New York Life Insurance Company Experience February 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Consumer Goods
Experience
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

Greg Flotard Greg Flotard Greater New York City Area Details
Greg Flotard's New York Life Insurance Company Experience February 2003 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
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

Alex Naseef Alex Naseef New York, New York Details
Alex Naseef's New York Life Insurance Company Experience November 2011 - February 2014
Job Director, Compensation at Columbia University
Industry Higher Education
Experience
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

Jack Planchard Jack Planchard Greater New York City Area Details
Jack Planchard's New York Life Insurance Company Experience April 2006 - April 2008
Job President of JSR Advisors LLC at Farmers Insurance
Industry Financial Services
Experience
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

Benjamin Hollamby Benjamin Hollamby Rochester, New York Area Details
Benjamin Hollamby's New York Life Insurance Company Experience October 2010 - July 2013
Job Principal Agent at Nationwide Insurance
Industry Real Estate
Experience
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

Brad Sheremeta Brad Sheremeta Rochester, New York Area Details
Brad Sheremeta's New York Life Insurance Company Experience December 2010 - Present
Job Devoted Financial Services Professional with New York Life Insurance Company helping the families of Western NY
Industry Financial Services
Experience
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

Elizabeth Zimmitti Elizabeth Zimmitti Greater New York City Area Details
Elizabeth Zimmitti's New York Life Insurance Company Experience April 2010 - December 2010
Job Senior Business Analyst
Industry Information Technology and Services
Experience
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

Bruce Rubin Bruce Rubin Mansfield, Massachusetts Details
Bruce Rubin's New York Life Insurance Company Experience July 2014 - Present
Job Financial Services Professional at : NYLIFE Securities LLC
Industry Financial Services
Experience
: 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

Ron Shahar Ron Shahar Greater New York City Area Details
Ron Shahar's New York Life Insurance Company Experience December 2012 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
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

Sheba Anyanwu Sheba Anyanwu New York, New York Details
Sheba Anyanwu's New York Life Insurance Company Experience February 2015 - May 2015
Job
Industry Internet
Experience
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

Scott Decker Scott Decker Greater New York City Area Details
Scott Decker's New York Life Insurance Company Experience September 2010 - Present
Job Data Center Manager at New York Life Insurance
Industry Information Technology and Services
Experience
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

Dan Rudd Dan Rudd Rochester, New York Area Details
Dan Rudd's New York Life Insurance Company Experience June 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2013 - Present
New York Life Insurance Company   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.)

Nicholas Gonnelli Nicholas Gonnelli Mahwah, New Jersey Details
Nicholas Gonnelli's New York Life Insurance Company Experience June 2012 - April 2013
Job Bartender
Industry Restaurants
Experience
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

Taryn O'Brien Taryn O'Brien New York, New York Details
Taryn O'Brien's New York Life Insurance Company Experience December 2013 - Present
Job Senior Associate, Government Affairs at New York Life Insurance Company
Industry Public Policy
Experience
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

Jeremy Greenfield Jeremy Greenfield Rochester, New York Area Details
Jeremy Greenfield's New York Life Insurance Company Experience November 2010 - May 2012
Job Outside Sales at The Berry Company
Industry Information Technology and Services
Experience
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

Bill McNamara Bill McNamara Greater Philadelphia Area Details
Bill McNamara's New York Life Insurance Company Experience 2007 - 2010
Job Producer at Hardenbergh Insurance Group
Industry Insurance
Experience
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

Jimmy Carroll, MBA Jimmy Carroll, MBA Kansas City, Missouri Area Details
Jimmy Carroll, MBA's New York Life Insurance Company Experience February 2012 - February 2013
Job Tax Staff Accountant Mize Houser & Company
Industry Accounting
Experience
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

Matthew StLawrence Matthew StLawrence Savannah, Georgia Area Details
Matthew StLawrence's New York Life Insurance Company Experience 2008 - 2011
Job Production Engineer at SNF
Industry Primary/Secondary Education
Experience
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

Paul Horner Paul Horner Trenton, New Jersey Details
Paul Horner's New York Life Insurance Company Experience
Job Corporate Vice President Information Systems at New York Life Insurance Company
Industry Financial Services
Experience
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)

Keith Fitterer Keith Fitterer Clairton, Pennsylvania Details
Keith Fitterer's New York Life Insurance Company Experience March 2012 - Present
Job Sr. Sales Rep at New York Life Insurance Company
Industry Financial Services
Experience
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

Kristina Godich Kristina Godich Morganville, New Jersey Details
Kristina Godich's New York Life Insurance Company Experience May 2013 - August 2013
Job CLDP Summer Analyst at JPMorgan Chase & Co.
Industry
Experience
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

Dan Stadler Dan Stadler Greater New York City Area Details
Dan Stadler's New York Life Insurance Company Experience January 2005 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
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

Collin Ray Collin Ray Middletown, Pennsylvania Details
Collin Ray's New York Life Insurance Company Experience April 2014 - Present
Job Financial Analyst at New York Life Insurance Company
Industry Financial Services
Experience
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

Elvis Patel Elvis Patel Greater New York City Area Details
Elvis Patel's New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
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