New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
LipoScience October 2012 - October 2014
Abbott Laboratories October 2006 - October 2011
Kos Pharmaceuticals 2004 - October 2006
Biovail 2004 - 2005
New York Life Insurance Company 2001 - 2004
New York Life Insurance Company 1997 - 2001
American Red Cross 1996 - 1997
Skills
Sales, Project Management, Process Improvement, Pharmaceutical Sales, Managed Care, Sales Force Development, Cardiology, Pharmaceutical Industry, Sales Operations, Endocrinology, Product Launch, Urology, New Business Development, Medical Diagnostics, Account Management, Hospital Sales, Diabetes, CRM, Solution Selling, Direct Sales, Customer Service, Teamwork
Education
North Carolina State University 1994 — 1996
Masters, Public Administation
Barton College 1987 — 1991
B.S., Political Science / Mathematics
New York Life Insurance Company May 2014 - August 2014
KPMG US January 2014 - March 2014
Goldman Sachs February 2013 - December 2013
Brixmor November 2012 - February 2013
Baruch College - Psychology Department January 2012 - November 2012
YMCA June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Customer Service, English, Access, Outlook, Public Speaking, Financial Analysis, Finance, Account Reconciliation, QuickBooks, Leadership
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Stony Brook University 2010 — 2011
JPMorgan Chase Bank N.A. March 2014 - Present
New York Life Insurance Company March 2013 - February 2014
MusicSkins April 2012 - February 2013
New York Downtown Orthopaedic Associates May 2010 - April 2012
Brooklyn Bridge To Cambodia August 2010 - March 2012
St. Vincents Orthopaedic Assoc March 2007 - February 2011
Petersen Investments August 2006 - January 2007
Skills
Microsoft Office, Outlook, QuarkXPress, Event Management, Non-profits, Mac OS, PowerPoint, Customer Relations, Social Networking, Administration, Event Planning, Social Media Marketing, Fundraising, Customer Service, Business Development, Account Management, System Administration, Public Relations, Management, Social Media, Facebook, Marketing, Public Speaking, Marketing Strategy, Research, Online Marketing, Market Research, Strategic Partnerships, Strategic Planning, Brand Development, Integrated Marketing, New Business Development, Sales, Community Outreach, Negotiation, Teamwork, Microsoft Word, Marketing Communications, Time Management, Budgets, Marketing Research, Nonprofits, Leadership, Microsoft Excel, Creative Writing, Trade Shows, Product Development
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, International Marketing, 3.701
State University of New York at Binghamton 2004 — 2006
Business, Management
Fiduciary Trust Company International October 2014 - Present
Phantom Carting Inc. September 2012 - October 2014
New York Life International 2006 - July 2012
New York Life Insurance Company 2006 - 2009
Federal Reserve Bank of New York January 2001 - February 2006
Skills
Business Planning, Budgets, Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Modeling, Managerial Finance, Mergers, Financial Reporting, Sarbanes-Oxley Act, Strategy, Internal Controls, Finance, Financial Risk, Mergers & Acquisitions, Banking, Financial Planning, Management
Education
Zicklin School of Business - Pace University
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
ALM Media, LLC March 2015 - Present
SharedXpertise Media LLC April 2013 - January 2015
Hands-On Seminars June 2012 - April 2013
Dress for Success Worldwide September 2007 - December 2011
Kaplan Test Prep and Admissions June 2010 - October 2011
Kaplan Test Prep November 2009 - May 2010
Baruch College, Zicklin School of Business May 2008 - July 2009
New York Life Insurance Company November 2004 - May 2007
Lincoln Financial Distributors April 2003 - October 2004
The Guardian Life Insurance Company of America September 2000 - March 2003
Skills
CRM, Marketing, Event Management, Social Media, Program Management, Public Relations, Public Speaking, Management, Lead Generation, Recruiting, Staff Development, Community Outreach, Business Development, Event Planning, Business Relationship..., New Business Development, Marketing Strategy, Nonprofits, Higher Education, Admissions, Social Media Marketing, Volunteer Management, Volunteer Training, Account Management, Copywriting, Enrollment Management, Student Recruitment, Higher Education..., Alumni Relations, Staff Management, Territory Planning, Direct Sales, Graduate Recruitment, Relationship Marketing, Partnership Development, MBA, Event Marketing, Consultative Selling, Developing Client..., Non-profits, Salesforce.com, Pipeline Management, Drupal, WordPress, Association Management, Corporate Website...
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Millersville University of Pennsylvania
Bachelor's Degree, Psychology
New York Life Insurance Company October 2003 - Present
New York Life Insurance Company June 2008 - September 2012
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Investments, Insurance, Mutual Funds, Retirement, Sales, Term Life Insurance
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Associate's degree, Business Administration and Management, General
Kingsborough Community College 1981 — 1983
Progressive Insurance November 2006 - Present
Progressive Insurance February 2003 - November 2006
New York Life Insurance Company 2004 - 2005
Assurant Solutions 1995 - 2003
UPS 1991 - 1995
Skills
Team Building, Insurance, Claims Management, Property & Casualty..., Liability, Training, Leadership, Claim, Call Centers, Customer Retention, Management, Marketing, Lead Generation, Strategy, Claims Handling
Education
Barry University 1998 — 2001
B.S., Business
New York Life Insurance Company October 2012 - December 2012
Wells Fargo Advisors, LLC October 2011 - October 2012
Blackmoon Funds January 2010 - July 2010
Merrill Lynch June 2009 - December 2009
Isakov Planning Group May 2009 - June 2009
E1 Asset Management May 2008 - August 2008
Skills
Portfolio Management, Insurance, Corporate Finance, Options, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance, Psychology
Arbella Insurance Group March 2011 - Present
New York Life Insurance Company October 2007 - January 2011
Inernational Paper May 2003 - August 2003
Skills
Insurance, Property & Casualty..., Claim, General Insurance, Liability, Commercial Insurance, Underwriting, Casualty, Claims Management, Legal Liability, Workers Compensation, Commercial Lines
Education
University of Maine 2002 — 2007
Bachelor's degree, Sociology
University of Wales, Bangor 2005 — 2006
Bachelor's degree, Criminology
Kedis Enterprises June 2011 - August 2014
New York Life Insurance Company January 2013 - February 2014
Arab-American Family Support Center of New York March 2011 - March 2012
City Hall Department of Finance September 2011 - February 2012
NYC Department of Youth & Community Developement September 2007 - February 2012
Skills
Budgets, Fundraising, Leadership, Marketing Strategy, Training, Event Planning, Personal Training, Business, Entrepreneurship
Education
Baruch College 2007 — 2012
Bachelor of science in public affairs
City University of New York-Baruch College 2007 — 2011
Bachelors of Science, Business and Public Affairs
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company 2009 - Present
Morgan Stanley 2004 - 2008
Credit Suisse 2001 - 2003
Skills
Financial Services, Investments, Insurance, Retirement Planning, Securities, Business Analysis, Variable Annuities, Estate Planning, Analysis, Leadership, Social Media, Disability Insurance, 401k Rollovers, Wealth Preservation..., Small Business, Asset Protection, Succession Planning, Business Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
New York University 2001 — 2002
Investment Banking & Finance - Continuing Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
KUJU April 2014 - Present
Le Pain Quotidien March 2013 - Present
Focus Features 2012 - 2012
Manhattan Double E Realty September 2008 - November 2011
Innovative Artists July 2010 - December 2010
New York Life Insurance Company May 2003 - January 2005
Skills
Languages, Microsoft Office, Reuters, Bloomberg Terminal, Computer Language, Spanish, Marketing Strategy, Digital Media, Social Media, Business Analysis, Finance, Entrepreneurship, Financial Modeling, Contract Negotiation, Sales, Customer Service, E-commerce, Editing, Management, Microsoft Excel
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.2
www.solstravel.com December 2014 - Present
The Guardian Life Insurance Company of America 2008 - Present
The Guardian Life Insurance Company of America 2004 - 2008
New York Life Insurance Company 1994 - 2004
Skills
Small Business, New Business Development, Management, Direct Marketing, Sales, Analysis, Entrepreneurship, Personal Development, Team Building, Marketing, Strategic Planning, Social Networking, Organizational..., Social Media, Investments, Team Leadership, Business Strategy
Education
American Intercontinental University (AIU)
Masters in Information Technology, Project Management
American Intercontinental University (AIU)
Bachelors in Computer Systems, Information Technology
City University of New York-Baruch College - Zicklin School of Business 1992 — 1996
Business Administration
New York Life Insurance Company September 2013 - January 2014
BankAtlantic August 2008 - October 2012
BankAtlantic May 2006 - August 2008
BankAtlantic February 2005 - May 2006
BankAtlantic June 2002 - February 2005
BankAtlantic September 1999 - June 2002
BankAtlantic February 1992 - September 1999
BankAtlantic March 1990 - February 1992
BankAtlantic January 1987 - March 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Negotiating Skills, Financial Services, Outlook, English, PowerPoint, Customer Service, Windows, Research, Teaching, Training, Banking, Management, Sales, Call Centers, Finance, Insurance, Accounting, Administrative..., Customer Retention, Portfolio Management, Sales Management, Credit, Loans, Risk Management, Financial Risk
Education
Barry University 1996 — 2001
Bachelor's degree, Professional Studies
Norwalk Community College 1984 — 1986
Associate of Science (AS), Executive Assistant/Executive Secretary
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company September 2012 - 2013
New York Life Insurance Company June 2012 - September 2012
MTV Networks February 2012 - May 2012
MTV Networks September 2011 - December 2011
Skills
Human Resources, Microsoft Excel, Management, Recruiting, Talent Acquisition, Interviews, Employee Relations, Background Checks, Onboarding, College Recruiting, Applicant Tracking..., Organizational..., Public Relations, Microsoft Office, PeopleSoft, Job Descriptions, Leadership Development, Personnel Management, Taleo, Staffing Services
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Science (MS), Labor and Industrial Relations
Mercy College 2008 — 2012
Bachelor of Science (BS), Psychology, 3.6
New York Life Insurance Company January 2012 - Present
VOA - GNY October 2008 - September 2010
Manhattan School of Music October 2003 - June 2008
Education
Baruch College 2009 — 2011
Master of Business Administration (M.B.A.), Business & Finance
Universidad de La Habana 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Healthfirst December 2014 - Present
Healthfirst July 2013 - December 2014
New York Life Insurance Company September 2010 - May 2012
Citibank August 2006 - June 2009
HSBC November 2005 - July 2006
JPMorgan Chase December 2003 - November 2005
AXA Advisors December 2001 - February 2003
Lincoln Financial Group September 2000 - May 2001
Skills
Korean, Series 7, Series 63, Series 65, Whole Life, Mutual Funds, Insurance, Long-term Care, Retirement Planning, New York State of..., Medicaid, Medicare Advantage
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company October 2013 - March 2015
EisnerAmper LLP January 2013 - September 2013
New York Life Insurance Company June 2010 - January 2013
Mahopac National Bank March 2006 - May 2010
Volunteer Income Tax Assistance January 2009 - April 2009
Skills
Accounting, Account Reconciliation, Bank Reconciliation, Financial Statements, Income Tax, Tax, QuickBooks, General Ledger, Employee Benefits, Customer Service, Financial Analysis, Microsoft Office, Finance, Financial Accounting, Microsoft Excel, Financial Reporting, PowerPoint, Auditing, Internal Controls, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2018
Master of Business Administration (MBA), Computer and Information Systems Security/Information Assurance
Marymount Manhattan College 2008 — 2010
Bachelor of Science (BS), Accounting
Westchester Community College 2005 — 2007
Associate of Arts and Sciences (AAS), Social Sciences
New York Life Insurance Company August 2002 - Present
Skills
Actuarial Science, Risk Management, Financial Risk..., Financial Engineering, PTS ALM model, Prophet ALM model, Securitization
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Master's Degree, Financial Mathematics
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor's Degree, finance and investment
New York Life Insurance Company June 2015 - Present
Mutual of Omaha January 2014 - June 2015
King of Kings Foundation June 2011 - February 2014
Volunteers of America 1995 - 2000
NYC Health and Hospitals Corporation 1995 - 1998
Skills
Retirement Planning, 401k Rollovers, Asset Protection, Business Insurance..., Buy-sell Agreements, Education Funding..., Employee Benefits, Life Insurance..., Lifetime Income..., Multi-generational..., Retirement Income..., Supplements to Employee...
Education
Baruch College 1998 — 2000
Master of Public Administration (M.P.A.), Public Administration
Lincoln University 1991 — 1995
Bachelor of Science (B.S.), Criminal Justice/Sociology
Catholic Charities Community Services, Archdiocese of New York September 2014 - Present
MetLife December 2013 - April 2014
New York Life Insurance Company November 2011 - November 2012
New York Life Insurance Company January 2007 - October 2011
New York Life Insurance Company 2003 - 2007
New York Life Insurance Company 2000 - 2003
New York Life Insurance Company 1997 - 2000
Skills
Strategy, Product Marketing, Product Development, Marketing Communications, Program Management, Marketing, Strategic Planning, Marketing Strategy, Digital Marketing, Business Planning, Management, Cross-functional Team..., Product Management, Marketing Management, Insurance, Competitive Analysis, Corporate Communications, Internal Communications, Direct Marketing, Integrated Marketing, Project Management, Analytics, Sales, Team Leadership, Long-term Care, Employee Benefits, Event Management, Lead Generation, Web Content Management, CRM, Life Insurance, Email Marketing, Thought Leadership, Technology, Online Development, Interactive Marketing, Media, Variable Universal Life, Universal Life
Education
City University of New York-Baruch College
Bachelor of Arts, Marketing Management
Stony Brook University
Stony Brook University
TIAA-CREF August 2014 - Present
New York Life Insurance Company September 2008 - August 2014
Skills
Spreadsheets, Data Entry, File Management, Travel Arrangements, Lotus Notes, Time Management, Customer Service, Filing, Expenses, Confidentiality, Office Administration, Administrative..., Records Management, Marketing, Editing, Calendars, Access, Outlook, Office Management, Office Equipment, Databases, Telephone Skills, JD Edwards, RLM
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance, General, May 2014
Thomas Edison Technical & Vocational High School
CARCO Group, Inc. October 2014 - Present
Suffolk Obedience Training Club 2000 - Present
CARCO Group, Inc. March 2013 - September 2014
AIG October 2010 - January 2012
QBE the Americas July 2010 - October 2010
Prudential Insurance September 1998 - December 2009
Prudential Insurance September 1998 - December 2009
New York Life Insurance January 1992 - August 1998
New York Life Insurance Company June 1987 - January 1992
Skills
Human Resources, Consulting, Benefits Administration, PeopleSoft, Microsoft Excel, Lotus Notes, Personnel Management, Business Analysis, Change Management, Cross-functional Team..., Program Management, Succession Planning, Leadership
Education
Baruch College, City University of NY 1993 — 1997
Masters, Business Administration/Accounting
Baruch College, City University of New York (CUNY) 1992 — 1997
MBA, Accounting
Old Dominion University 1983 — 1987
Bachelor of Arts, Political Science/Economics
New York Life Insurance Company September 2015 - Present
New York Life March 2009 - September 2015
New York Life Insurance Company April 2006 - March 2009
New York Life Insurance Company June 2001 - April 2006
Skills
Financial Services, Retirement Planning, Insurance, Mutual Funds, Financial Analysis, Life Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Financial Reporting, Human Resources, Retirement, Project Management, Portfolio Management, Fixed Annuities, Financial Planners, Management, Analysis, Disability Insurance, Leadership, Business Planning, Financial Modeling, Marketing, Financial Advisory, 401k, Microsoft Excel, Wealth Management, Series 63, Risk Management, Customer Service, Health Insurance, Recruiting, Investments, Vendor Management, Team Building, Pivot Tables, Finance, Lotus Notes, Accounting, Securities, Pensions, Business Analysis, Process Improvement, Strategy, Training, Strategic Planning, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
Accounting
J.P. Morgan July 2013 - Present
J.P. Morgan September 2012 - June 2013
Baruch College- Starr Career Development Center September 2011 - May 2013
JPMorgan June 2012 - August 2012
New York Life Insurance Company June 2011 - March 2012
Skills
Viso, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Project Management, Organization, Communication, Process Improvement
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management
New York Life Insurance Company January 2015 - Present
Skills
Selling, Life Insurance..., Networking, Customer Satisfaction, Customer Relations, Whole Life Insurance, Personal Finance, Customer Retention, Social Media Marketing, Education Funding..., Wealth Preservation..., Sales Operations, Sales..., Permanent Life..., Licensed Life Insurance..., Building Relationships,..., Direct Sales,..., Finance, Sales, Customer Service, Insurance, Management, Leadership, Microsoft Office, Healthcare, PowerPoint, Microsoft Word, Accounting, Business, Hospitals, Research, Teamwork, Real Estate, Mortgage Lending
Education
Baruch College, City University of New York (CUNY)
Master of Science in Finance, Finance
Long Island University
Bachelor of Science (B.S.), Finance, General
Herricks High School
HS Diploma, General
BlackRock June 2015 - Present
New York Life Insurance Company April 2014 - May 2015
New York Life Insurance Company June 2010 - April 2014
UBS May 2009 - September 2009
Skills
Insurance, Finance, Investments, Securities, Life Insurance, Microsoft Office, Social Media, Leadership, Management, Microsoft Excel, Financial Analysis, PowerPoint, Research, Analysis, Public Speaking, Customer Service
Education
Baruch College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.50
Manhattan College 2006 — 2010
Bachelor's Degree, Finance & Economics, 3.93 (Summa Cum Laude)
JPMorgan Chase May 2014 - Present
Kapitall September 2013 - May 2014
Friends of Austin Shafran June 2013 - September 2013
New York Life Insurance Company August 2012 - May 2013
CUNY University Student Senate November 2011 - November 2012
Undergraduate Student Government - Baruch College June 2011 - July 2012
Allen Partners October 2010 - October 2011
Undergraduate Student Government - Baruch College October 2010 - June 2011
Baruch Grassroots June 2010 - June 2011
Education
City University of New York-Baruch College 2007 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
CSC - Computer Sciences Corporation October 2013 - Present
CSC - Computer Sciences Corporation October 2013 - Present
New York Life Insurance Company May 2012 - June 2013
Draftfcb September 2011 - July 2012
News Corporation January 2011 - September 2011
Digitas April 2010 - February 2011
Conde Nast January 2005 - April 2010
Scholastic July 2004 - February 2005
Simplayer 2000 - 2002
Skills
Quality Assurance, Test Planning, Testing, User Acceptance Testing, Software Documentation, Agile Methodologies, SDLC, E-commerce, Software Quality..., Test Cases, Software Project..., Quality Center, Quality Control, Vendor Management, Management, Process Improvement, Project Management, HP Quality Center, Test Automation, Data Driven Testing, Test Automation..., Solution Architecture, IT Solutions, Solution Implementation, Pegasystems PRPC, CMS, Drupal, Interwoven OpenDeploy, Core Banking, Oracle BPM, SOA Testing, Business Analysis, Requirements Analysis, Mobile Applications, SQL, JIRA, Agile Testing, Business Process..., Web Services Management, EHR
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business administration
Century 21 March 2013 - Present
at&t Mobility August 2007 - March 2013
New York Life Insurance Company June 2007 - August 2007
Whitney Education Group March 2003 - February 2006
Skills
Sales, Integrity, Teamwork, Reliability, Problem Solving, Creative Problem Solving, Real Estate, Real Estate Transactions, Real Property, National Association of..., Analytical, Innovative Thinking, Fast Learner, Professional Services
Education
ITT Technical Institute-Tampa 2009 — 2012
Associates, IT-Computer Networking Systems, 3.53
Baruch College, City University of New York (CUNY) 1997 — 1999
General Studies
James Madison HS 1993 — 1997
Regents Dipolma, Business Administration
National Oilwell Varco September 2014 - Present
National Oilwell Varco July 2013 - August 2014
Bank of America October 2012 - June 2013
New York Life Insurance Company October 2011 - May 2012
ReMax Metro July 2011 - September 2011
Bank of America November 2008 - July 2010
Skills
Project Planning, Budgeting & Forecasting, Primavera P6, Oracle, Microsoft Excel, Microsoft Word, Microsoft Project, Leadership, Microsoft Office, PowerPoint, Drilling, Outlook, Public Speaking, Financial Analysis, Finance, Access, Customer Service, Research, Windows, Photoshop, Teaching, Retail Banking, Technical Documentation, Website Development, Website Building, First Aid Certified
Education
Baruch College 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investment, 3.5
Borough of Manhattan Community College 2007 — 2008
Associate's degree, Business Administration, 3.9
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company November 2011 - March 2013
Best Buy October 2007 - July 2011
Bay Terrace Country Club May 2007 - September 2007
Kmart Corporation June 2004 - May 2007
Skills
Software Installation, Mobile Devices, Management, Leadership, Blackberry Enterprise..., Computer Repair, Printers, Antivirus, OS X, Windows Vista, Windows 7, Troubleshooting, Customer Service, Technical Support, Requirements Analysis, Testing, Operating Systems, Wireless Networking, System Deployment, XP, Blackberry, Windows, Training, Recruiting, BMC Remedy, Microsoft Exchange, Active Directory, Networking, Help Desk Support, System Administration, Hardware, Security, Microsoft Technologies, Windows XP, Program Management, Computer Hardware
Education
Baruch College 2001 — 2005
B.B.A., Computer Information Systems
Worldwide Insurance Network, Inc. January 2012 - Present
Lincoln Financial Group September 2003 - March 2012
GE Financial April 1990 - April 2003
New York Life Insurance Company April 1981 - March 1990
Skills
Annuities, Insurance, Estate Planning, Investments, Employee Benefits
Education
Barton College 1963 — 1968
BS, Physical Education and Biology
AIG June 2014 - Present
UHY Advisors January 2012 - June 2014
Network for Teaching Entrepreneurship July 2008 - August 2011
Network for Teaching Entrepreneurship February 2008 - June 2008
New York Life Insurance Company January 2008 - April 2008
Hot & Tasty Corp. June 2003 - November 2007
Skills
Accounting, Financial Analysis, Auditing, US GAAP, Internal Controls, Financial Accounting, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, General Ledger
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Accounting
1999 — 2005
MS, Management and Marketing
Combined Insurance May 2013 - Present
New York Life Insurance Company September 2012 - January 2013
Reserve National Insurance Company March 2012 - September 2012
Insphere Insurance Solutions September 2011 - April 2012
Phoenix Central Public Schools October 2010 - December 2010
Nationwide Insurance November 2008 - April 2010
Nationwide Insurance April 2006 - November 2008
Cleveland State University 1999 - 2006
Bryant & Stratton College 1998 - 1999
DeVry Institute of Technology 1996 - 1998
Skills
Insurance Sales, Bilingual-Spanish, Research, Insurance, Sales, Recruiting, Project Planning, Strategic Financial..., Health Insurance, Risk Management, Life Insurance, Underwriting, Employee Benefits, Disability Insurance, Marketing, Management, Strategic Planning, Team Building, Team Leadership, Budgets, Training, Program Management, Term Life Insurance, Event Planning
Education
Bank Street College of Education 1982 — 1986
MS, Bilingual Special Education
SUNY, College at Old Westbury 1975 — 1978
BS, Bilingual, Early Childhood Education
New York Life Insurance Company June 2011 - Present
BPW-International (EPW-USA/ Manhattan club) October 2009 - 2011
SobelMedia 2009 - 2011
WISE 2008 - 2010
Golan Consulting January 2008 - December 2009
Diagrama Producciones May 2008 - December 2008
Zicklin School of Business June 2006 - December 2007
GRACE HATS NY LLC March 2003 - June 2006
Miki Travel 1995 - 1996
Skills
Marketing, Start-ups, Leadership Development, Social Networking, Strategic Partnerships, Social Media, Nonprofits, Marketing Communications, Non-profits, Public Relations, Social Media Marketing, Event Management, Project Management, Sales Process, Media Relations, Strategic Communications, Digital Marketing, Market Research, Corporate Communications, Business Networking, Small Business, Advertising, Strategic Planning, Business Strategy, Integrated Marketing, Event Planning, Online Marketing, Digital Media, Direct Sales, Entrepreneurship, Budgets, International Business, Foreign Languages, Retirement Planning, Leadership, Brand Management, Online Advertising, Business Development, New Media, Lead Generation, Risk Management, Strategy, Life Insurance, Retirement Savings, Small Business..., Personal Financial..., Long-term Care, College Funding..., Budget, Marketing Strategy
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, International Business/ I/O Psychology
Baruch College, City University of New York (CUNY) 2003 — 2004
MS, International Marketing
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance
D.J. Sweeting, Inc January 2014 - Present
New York Life Insurance Company April 1998 - December 2013
Skills
Software Documentation, SDLC, Microsoft Office, Access, Testing, SharePoint, Microsoft SQL Server, Business Analysis, Systems Analysis, Analysis, MS Project, Data Analysis, Crystal Reports, Security, Visio, User Acceptance Testing, Databases, Insurance, Quality Assurance, System Administration, Troubleshooting, Software Project..., Strategic Planning, Requirements Analysis, Oracle, Visual Basic, Team Leadership, Business Intelligence, Program Management, Vendor Management, Business Requirements, Requirements Gathering, Data Warehousing, SQL, Outlook, Integration, Process Improvement, Customer Service, IT Strategy, Project Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Bachelors, Business Administration
New York Life Insurance Company October 2014 - Present
Patinum Reinsurance April 2014 - October 2014
AIG May 2008 - April 2014
Grassi & Co. November 2007 - May 2008
Matson, Driscoll & Damico LLP July 2004 - November 2007
Granito & Epstein, LLP June 2003 - July 2004
Skills
Internal Controls, Forensic Accounting, Certified Fraud Examiner, Internal Audit, Auditing, Fraud, Financial Analysis, Finance, Financial Audits, Financial Reporting, Financial Statements, GAAP, Sarbanes-Oxley Act
Education
City University of New York-Baruch College 1999 — 2002
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), Accountancy
New York Life Insurance Company May 2014 - Present
Staples Promotional Products September 2011 - March 2013
Insperity June 2009 - May 2010
Skills
Public Speaking, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Business Succession..., Education Funding..., Long Term Care Licensed, Licensed Life and..., Life Insurance
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Marketing
Wolmer's High School for Girls
JPMorgan Chase & Co. June 2015 - August 2015
New York Life Insurance Company May 2014 - May 2015
AIG May 2013 - May 2014
Built NY January 2013 - April 2013
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Midwood Highschool 2007 — 2011
Advance Regent Diploma, Medical Science Program
New York Life Insurance Company 2013 - 2013
The Travelers Insurance, Inc. April 2010 - November 2011
Nationwide Insurance 1996 - April 2010
Nationwide Insurance 2007 - 2007
Nationwide Insurance 2004 - 2007
Nationwide Insurance 2001 - 2004
ISO 2000 - 2001
State Farm 1986 - 1996
Skills
Strategy, Insurance, Strategic Planning, Leadership, Cross-functional Team..., Sales Management, Management, Coaching, Training, Market Planning, Process Improvement, Project Planning, Customer Satisfaction, Market Research, Marketing Strategy, Innovation Management, Public Relations, Marketing, Change Management, Product Development, Sales Operations, Property & Casualty..., Sales
Education
Cornell University 2014 — 2014
Certificate, Marketing Strategy
Baruch College
BBA, Human Resources Management/Personnel Administration, General
World Financial Group (WFG) November 2014 - Present
Access Medicare February 2014 - January 2015
NYLIFE Securities LLC September 2012 - May 2014
New York Life Insurance Company September 2012 - May 2014
UnitedHealthcare Community Plan November 2011 - June 2012
Center for Wealth Presenvation November 2010 - December 2011
Guardian Life Insurance Company August 2008 - December 2009
Prudential Life Insurance Company January 1985 - January 2007
Skills
Retirement, Insurance, Fixed Annuities, Health Insurance, Annuity Sales, Asset Protection, Legacies, Licensed Life Insurance..., LUTCF, Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Medicare Advantage, Property and Casualty, Commercial Insurance., Workers Compensation..., Notary Public, Long-term Care
Education
City University of New York-Baruch College
Bachellor of Business Administration, Economics
The American College
Chartis February 2011 - Present
Columbia University January 2009 - February 2011
NuVerse Advisors LLC June 2008 - January 2010
New York Life Insurance Company 2010 - 2010
Bear Stearns January 2007 - June 2008
Skills
Matlab, vba, Risk Analytics, Strategic Financial..., VBA
Education
Columbia University in the City of New York 2009 — 2010
MS, Actuarial Science
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance
University at Albany, SUNY 1994 — 1998
BA, Philosophy & Psychology
Jim Liew's Stat Arb Class
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2011 - February 2014
New York Life Insurance Company May 2011 - September 2011
New York Life Insurance Company July 2010 - May 2011
New York Life Insurance Company September 2007 - September 2010
New York Life Insurance Company November 2003 - September 2007
New York Life Insurance Company July 2000 - November 2003
New York Life Insurance Co. November 1997 - July 2000
Skills
Contract Negotiation, Supplier Diversity, Travel Management, Strategic Sourcing, Procurement, Sourcing, Vendor Relations, Analysis, Budgets, Vendor Management, Cross-functional Team..., Process Improvement, Management, Food Service Operations, Strategy, Negotiation, Corporate Liaison, Client Liaison, Vendor Contracts, P&L Management, Contract Management, Vendor Relationships, Diversity, Corporate and Executive..., Diversity & Inclusion, Budgeting, Financial Analysis, Reporting & Analysis, Executive Reporting, Community Outreach, Non-profit Volunteer, Food Service, Committee Liaison, Conference Rooms, Leadership, Operations Management, RFP, Insurance, Team Building, Ariba, Outsourcing, Performance Management, Forecasting, Risk Management, Program Management, Strategic Planning, Training, Organizational..., Business Process..., Executive Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
B.A., Psychology
University of Santo Tomas 1984 — 1987
B.S., Psychology (Pre-Med)
R.F. Brokers January 2011 - Present
New York Life Insurance Company March 2010 - January 2011
Seagin Marketing 2011 - 2011
Mutual of Omaha August 2001 - March 2010
Skills
Disability Insurance, Long-term Care, Retirement Planning, College Savings Plans, Buy-sell Agreements, Fixed Annuities, Health Insurance, Term Life Insurance, Investments, IRAs, Wealth Accumulation, Life Insurance, Group Insurance, Life & Health Insurance..., Whole Life, Retirement Savings, Variable Annuities, Estate Planning, Insurance, Series 6, Pensions, Long Term Care Insurance, Series 63, Financial Planners, 401k Rollovers, Series 7, 529 Plans, Accident, Commercial Insurance, Universal Life, Financial Advisory, Medicare, Critical Illness, Roth IRA, Key Person Insurance, 401k, Disabilities, Mutual Funds, Wealth, Retirement, Wealth Management, Employee Benefits, Mortgage Marketing, Education Funding, Strategic Financial..., Group Medical, Licensed Life & Health..., Investment Advisory
Education
Barry University 1992 — 1994
Bachelor's, Business
LAMCO PROPERTIES 2008 - Present
New York Life Insurance Company 2002 - 2006
New York Life Insurance Company 2001 - 2002
New York Life Insurance Company 1995 - 2001
Various Personal Injury Law Firms 1990 - 1995
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
Continuing Education Studies Certificates, Database Programming for SQL Server; MS Access 2000; Desktop Publishing and Internet Design
Long Island City HS 1986 — 1990
High School
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Computer Science (Incomplete 51 credits)
LaGuardia Community College
Associate’s Degree, Liberal Arts and Sciences, General Studies and Humanities
New York Life Insurance Company June 2015 - Present
GoldPoint Partners LLC May 2013 - June 2015
Baruch Investment Management Group January 2013 - May 2014
Baruch College Student Advised Fund January 2013 - December 2013
New York Life Insurance Company May 2013 - August 2013
NY All Star Cricket Club June 2010 - July 2013
Eataly November 2012 - February 2013
Baruch College Newman Library August 2011 - January 2013
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Invesments
ADP July 2015 - Present
ADP 2013 - July 2015
New York Life Insurance Company February 2013 - October 2013
Carrabba's Italian Grill December 2011 - March 2013
Skills
Diligent, Marketing, Integrity, Sales, Business, Ambitious, Punctual, Determination, Personal Finance, Organizational Structure, Campaigns, Result Oriented, Software, Ethics, Charismatic Leadership, Articulation, Cold Calling, Customer Service, Leadership, Management, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Social Networking, Time Management, Salesforce.com, PowerPoint, Sales Process
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
City University of New York-Baruch College 2009 — 2012
Bachelor's degree, Marketing Management, Graduate
New York Life Insurance Company September 2009 - Present
New York Life Insurance Company September 2009 - Present
Vornado Realty Trust April 1998 - October 2009
Education
Columbia University in the City of New York 2008 — 2010
Finance
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Investments and Securities
City University of New York-Herbert H. Lehman College 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company October 2011 - April 2015
New York Life Insurance Company January 2007 - October 2011
New York Life Insurance Company November 2005 - January 2007
New York Life Insurance Company May 2003 - November 2005
JSC Consumer Insights 2000 - 2003
Skills
Leadership, Insurance, Coaching, Business Planning, Management, Sales, Financial Services, Training, Interviewing Skills, Retirement Planning, Sales Management, Financial Recruiting, Fixed Annuities, Finance, Marketing, Employee Benefits, Analysis, Team Building, Long-term Care, Marketing Strategy, Customer Service, Life Insurance, Public Speaking, Securities, Retirement, Estate Planning, New Business Development, Recruiting, Leadership Development, Risk Management, Strategic Planning, 401k, Disability Insurance, Entrepreneurship, Interviews, Small Business, Succession Planning, Talent Acquisition, Consulting, Employee Training, Selling, Sourcing, Strategy, Technical Recruiting
Education
The American College 2008 — 2009
Chartered Leadership Fellow
Bank Street College of Education 1995 — 1998
M.S., Education
Union College 1989 — 1993
BA, Philosophy/Anthropology
Trinity School 1976 — 1989
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company May 2013 - January 2015
New York Life Insurance Company January 2010 - May 2013
New York Life Insurance Company May 2008 - January 2010
BNY Mellon February 2008 - March 2008
Skills
Variable Annuities, Variable Life, Life Insurance, Customer Service, Fixed Annuities, Insurance, Investments, Retirement Planning, Wealth Accumulation, Sales, Social Networking, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
MBA, Management (Organizational Behavior) and Marketing
Hofstra University 2003 — 2007
BBA, Finance
New York Life Insurance Company May 2015 - August 2015
Berdon LLP January 2015 - May 2015
EisnerAmper LLP January 2015 - January 2015
Ports America June 2014 - August 2014
Restaurant Bookkeeping & Consulting LLC January 2013 - May 2014
Duane Reade May 2012 - August 2013
Skills
Financial Reporting, Time Management, Analytical Skills, QuickBooks, Teamwork, Microsoft Excel, Variance Analysis, Tax, PowerPoint, Microsoft Word, Leadership, Financial Statements, Financial Analysis, Analysis, Accounting
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (M.S.), Accounting
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.5/4.0
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company July 2011 - March 2013
New York Life Insurance Company March 2009 - March 2013
The Reserve October 2007 - October 2008
Morgan Stanley January 2000 - September 2007
Skills
Recruiting, College Recruiting, Financial Recruiting, Insurance, Leadership, Finance, Public Speaking, Social Networking, Management, Nonprofits, Small Business, Training, Marketing, Financial Services, Social Media, Microsoft Office, Customer Service, Team Building, Sales, Analysis, Strategic Planning, Event Planning
Education
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Barclays October 2012 - Present
New York Life Insurance Company February 2015 - May 2015
Compass Group North America November 2002 - March 2008
Universite de Kinshasa July 2000 - August 2001
Skills
Direct Marketing, Marketing Communications, Social Media Marketing, Public Relations, Marketing Strategy, Marketing, Digital Marketing, B2B, Media Relations, Advertising, Social Media, Press Releases, Online Advertising, Online Marketing, Event Management, Market Research, Corporate Communications, Integrated Marketing, Email Marketing, Facebook, Account Management
Education
Universite de Kinshasa 1997 — 2000
MA in Sociology., Political Sociology, MA
Universite de Kisangani 1991 — 1996
Bachelor's Degree, Sociology and Anthropology, A
Baruch College
Bachelor's Degree, Marketing/Marketing Management, General, A-
Stormont Financial Strategies October 2008 - Present
Eagle Strategies LLC April 2007 - Present
New York Life Insurance Company December 2003 - Present
NYLIFE Securities LLC December 2003 - Present
Scholastic, Random House, Disney, Natalis Press and EP Dutton September 1987 - September 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Public Speaking, Thought Leadership, Time Management
Education
The American College 2008 — 2014
ChFC, Finance, General
Baruch College 1983 — 1987
Business, Management, Marketing, and Related Support Services
Buying and Selling It All NYC September 2009 - Present
New York Life Insurance Company July 2014 - January 2015
Guardian Life April 2014 - September 2014
New York Public Library August 2009 - September 2010
Skills
Accounting, Customer Service, Public Speaking, Time Management, Finance, Entrepreneurship, Sales Management, Social Networking, Real Estate, Selling, Research, Social Media, Event Planning, Microsoft Office, Teamwork, Leadership, Financial Analysis, Market Research, Event Management, Marketing, Analysis, Strategic Planning, Strategic Financial..., Financial Services, Insurance, Health Insurance, Life Insurance, Term Life Insurance, Annuity Sales, Financial Risk, General Insurance, Microsoft Excel, Motivational Speaking, Networking, Long Term Care Insurance, Customer Satisfaction, Customer Retention, Mathematics, Dynamic Speaker, Property & Casualty..., Disability Insurance, Universal Life, Variable Life, Variable Products, Umbrella Insurance, Commercial Insurance, Litigation, Asset Protection, Income Protection, Mortgage Servicing
Education
City University of New York-Baruch College 2013 — 2016
Bachelor's Degree, Finance and Investments, 3.5 / 4.0
The Bronx High School of Science 2009 — 2012
High School, General Studies, 3.8 / 4.0
Viacom January 2015 - June 2015
MTV Networks / Logo September 2014 - December 2014
AIESEC January 2014 - December 2014
Golden Bow LLC January 2012 - October 2013
New York Life Insurance Company September 2010 - June 2011
Ernst & Young LLP July 2007 - May 2008
Skills
Customer Service, Social Media, Market Research, Social Media Marketing, Sales, PowerPoint, Strategic Planning, Business Development, Microsoft Word, Advertising, HTML, Marketing, Digital Marketing, Facebook, Microsoft Excel, Event Planning, Program Management, Accounting, Risk Management, Social Networking, Nonprofits, CSS3, JavaScript, Email Campaigning, Team Leadership, Twitter, Aweber, Time Management, Marketing Research, Event Management, Microsoft Office, Public Speaking, Research, Teamwork, Leadership, Blogging, Public Relations, Management, Marketing Communications, Corporate Communications, Communication, Press Releases, Newsletters, Editing
Education
City University of New York-Baruch College 2014 — 2015
Bachelor's Degree, Business/Corporate Communications
City University of New York-Brooklyn College 2010 — 2012
Bachelor's degree, Philosophy and the Law
New York Life Insurance Company May 2014 - August 2014
Grange Insurance May 2013 - August 2013
Weber Associates May 2013 - August 2013
The Institute on Women May 2012 - August 2012
J.Crew May 2012 - August 2012
Skills
Event Planning, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Facebook
Education
Barnard College 2011 — 2015
Bachelor's degree, Economics, English
Danish Institute for Study Abroad 2014 — 2014
Economics
Bexley High School 2007 — 2011
Independent Consultant March 2014 - Present
New York Life Insurance Company December 2012 - March 2014
Morgan Stanley Smith Barney June 2011 - July 2012
Community Newspaper Group July 2010 - March 2011
NY Post June 2009 - July 2010
Community Newspaper Group February 2008 - June 2009
The Brooklyn Paper April 2005 - February 2008
Skills
Series 7, Series 66, Series 31, Health Insurance, Disability Insurance, Term Life Insurance, Annuities, Investments, Insurance, Advertising, Trading, Negotiation, Forecasting, Account Management, Financial Planning, Microsoft Office, Strategic Planning, PowerPoint, Securities, Asset Management, Financial Analysis, Risk Management, Sales Management, New Business Development, Portfolio Management, Customer Service, Financial Modeling, Social Media, Equities, Mutual Funds, Budgeting, Wealth Management, Strategic Financial..., Microsoft Excel, Sales, Fixed Income, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Financial Advisory, Retirement Planning, Financial Services, Retirement, Marketing, Investment Banking, 401k, Asset Managment, Credit, Series 63
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Finance, Investment Analysis
Baruch College, Zicklin School of Business 2004 — 2008
B.B.A, Finance
Brooklyn Technical High School 1994 — 1998
HS Diploma, Civil Eng.
New York Life Insurance Company September 2012 - Present
REALTY EXECUTIVES TODAY March 2009 - August 2012
Skills
401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long-term Care, Annuity Sales, Estate Planning, Business Planning, Investments, Mutual Funds, Employee Benefits, Education Funding..., Income Protection, Life Insurance, Relationship Building, Problem Solving, Service Delivery, Customer Retention, Customer Satisfaction
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor’s Degree, Finance, General
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
New York Life Insurance Company August 1985 - Present
Skills
Insurance, Long-term Care, Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Disability Insurance, Term Life Insurance, Key Person Protection, Start-ups, Financial Planners, Sales, Customer Service, Strategic Planning, Negotiation, 401k Rollovers, 401k, Annuity Sales, Insurance Planning, Customer Satisfaction, Employee Benefits, Estate Planning, Income Protection, Licensed to Sell..., Long Term Care Insurance, Communication, Direct Sales, Service Delivery, Social Media Marketing, Social Networking, Time Management, Retirement Income..., Universal Life, Whole Life, Health Insurance, Permanent Life Insurance, Financial Planning
Education
Baruch College
New York Life Insurance Company May 2014 - Present
APPRISE June 2012 - May 2014
Higher Education Opportunity Program March 2011 - May 2012
Barnard Career Development October 2011 - April 2012
Moody's Investors Service June 2011 - August 2011
APPRISE May 2010 - August 2010
Barnard College November 2009 - May 2010
Barnard College September 2009 - November 2009
Princeton University June 2009 - August 2009
Skills
French, Stata, Java, Research, Analysis, Qualitative Research, Policy Analysis, Data Analysis, PowerPoint, Economics, Microsoft Office, Statistics, Program Management, Editing, Microsoft Excel, Policy, Nonprofits, Public Speaking
Education
Barnard College 2008 — 2012
Bachelor of Arts, Economics and Mathematics
Reid Hall, Paris, France 2010 — 2010
WWP North 2004 — 2008
Millburn Middle school
Linebarger Goggan Blair & Sampson, LLP May 2014 - Present
New York Life Insurance Company January 2012 - January 2013
Amalgamated Life Insurance Company November 2008 - January 2011
Commerce Bank April 2008 - September 2008
Berkeley College September 2007 - July 2008
Skills
Payroll, Criminal Justice, PowerPoint, Customer Service, Microsoft Office, Data Entry, Microsoft Word, Enforcement, Research, Lexis, Social Networking, Public Speaking, Social Media, Criminal Investigations, Internal Investigations, Evidence, Microsoft Excel, Data Analysis, Outlook, Time Management, Close Attention to..., Bookkeeping, Litigation, Organization &..., Sales, Life Insurance, Research Projects, Accurint, Fast Data, A/R analysis, File Clerk, Documentations, Written & Verbal..., Committed to..., Establish & Maintain..., Legal Research Skills, Legal Administration, High Level Of..., Dependable Team Player, Reporting & Analysis, Investigative Reporting, Legal Research, Filing, CUBS, Troubleshooting, Collections, DOS, ACRIS, LexisNexis
Education
Berkeley College-New York 2007 — 2011
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration, 3.2
Barry University 2008 — 2008
N, Psychology
Baruch College Welcome Center August 2014 - Present
New York Life Insurance Company June 2015 - August 2015
Baruch College July 2014 - May 2015
Baruch College July 2014 - May 2015
Skills
Microsoft Word, PowerPoint, English, Windows, Public Speaking, Mediation, Research, Leadership, Time Management
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Corporate Communications
Quinn PR August 2015 - Present
New York Life Insurance Company July 2014 - August 2015
Christopher Foster State Farm Insurance Agency Inc. May 2014 - July 2014
Corporate Consulting Services January 2012 - May 2013
Now & Ahora Llc. May 2011 - November 2011
Skills
Health Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, 401k Rollovers
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Onondaga Community College 2006 — 2009
Associate of Arts (A.A.), Mathematics and Science
New York Life Insurance Company February 2013 - Present
Morgan Stanley July 2010 - June 2012
New York Post 2008 - 2009
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-generational..., Multi-tasking Skills, Protection Planning..., Retirement, Retirement planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., LUTCF, CRPS, CRPC, CLU, IRAs, FINRA, Retirement Planning, Fixed Annuities
Education
Baruch College 2006 — 2010
Financial Planning and Services
Preservation Chicago January 2015 - Present
New York Life Insurance Company September 2014 - Present
The Private Bank And Trust Company 2008 - 2009
Cole Taylor Bank November 2004 - November 2008
National City Bank 2004 - 2005
Northern Trust May 1993 - May 2003
Norwegian Cruise Line 1984 - 1991
Skills
Commercial Lending, Commercial Banking, Finance, Due Diligence, Loans, Investments, Credit, Credit Analysis, Banking, Portfolio Management, Mortgage Lending, Underwriting, Management, Wealth Management, Cash Management, Financial Services, Retirement, Risk Management, Insurance, Financial Analysis
Education
Barry University 1989 — 1991
Master of Business Administration (MBA)
Glenbrook North
St. Norbert
University of Wisconsin-La Crosse
Bachelor of Science (BS)
Winona State University
UJA-Federation of New York April 2012 - Present
UJA-Federation of New York March 2006 - April 2012
UJA-Federation of New York January 2002 - March 2006
NYU 2004 - 2005
Arthur Andersen 1998 - 2002
New York Life Insurance Company 1996 - 1998
Skills
Internal Audit, Financial Reporting, Due Diligence, SEC filings, Strategic Financial..., Sarbanes-Oxley Act, Financial Modeling, Sarbanes-Oxley, Cash Management, Portfolio Management, Forecasting, Accounting, Finance, US GAAP, GAAP, Tax
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
MS, Taxation
Binghamton University - School of Management 1992 — 1996
BS, Accounting
New York Life Insurance Company October 2014 - Present
TNC 2009 - Present
Friedberg Properties & Associates August 2013 - January 2015
Garden Club of Englewood 2011 - 2013
Salomon Brothers 1983 - 1990
SBC Warburg 1980 - 1983
Skills
Life Insurance, Disability Insurance, General Insurance, Health Insurance, long term care insurance, term insurance, team building, educational funding, Team Leadership, Wealth Transfer...
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), International Finance
Barnard College 1976 — 1980
Bachelor of Arts (B.A.)
Tenafly High School
New York Life Insurance Company August 2013 - Present
Eagle Strategies LLC September 2012 - July 2013
New York Life Insurance Company June 2010 - July 2013
NYLIFE Securities LLC June 2010 - July 2013
Citibank November 2006 - June 2010
Citibank May 2003 - October 2006
Citigroup June 2001 - May 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Key Person Protection, Protection..., Wealth Preservation..., Asset Protection, Communication, Investments, Retirement Planning, Small Business, Succession Planning, Multi-tasking Skills, Time Management
Education
City University of New York-Baruch College 1995 — 2001
BBA, Finance and Investments
Macy's June 2015 - Present
Barnard College February 2012 - June 2015
Columbia University, Club Bangla August 2014 - May 2015
Barnard College Education Department September 2014 - December 2014
Macy's June 2014 - July 2014
New York Life Insurance Company May 2013 - January 2014
Barnard College July 2012 - September 2012
Barnard College June 2012 - July 2012
Skills
Grant Writing, Nonprofits, Research, Teaching, Fundraising, Community Outreach, Public Speaking, Program Development, Staff Development, Grants, Higher Education
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.), Psychology and Education
Columbia University in the City of New York 2011 — 2015
Psychology and Education
Townsend Harris High School 2007 — 2011
High School Diploma
AIG October 2014 - Present
AIG January 2013 - Present
Consultant October 2008 - December 2012
Barclays Capital 2007 - 2008
NYFIX, Inc. (currently NYSE Euronext) 2006 - 2007
JP Morgan Chase 2002 - 2006
TD Ameritrade 2000 - 2001
New York Life Insurance Company 1998 - 2000
TD Ameritrade 1995 - 1998
Oppenheimer & Co., Inc. 1989 - 1995
Skills
Internal Communications, Corporate Communications, Financial Services, Advertising, Investor Relations, Media Relations, Copywriting, Certified Program..., Marketing, Graphic Design, Strategic Communications, Direct Marketing, Change Management, Strategy, Project Management, Public Relations, Email Marketing, Marketing Communications, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Press Releases, Strategic Planning, Leadership, Business Strategy, Marketing Strategy, Online Advertising, CRM, Social Media, Management, E-commerce, Analytics, Creative Writing
Education
City University of New York-Baruch College
BBA, Marketing, Advertising, Psychology
St. John's University, New York
New York Life Insurance Company July 2015 - Present
Misrahi Realty June 2012 - January 2014
ksrny January 2010 - May 2012
Skills
Real Estate Economics, Real Estate, Property Management, Real Estate Development, Leases, Rentals, Short Sales, Sales, 401k Rollovers, Life Insurance..., Retirement Income..., Business Planning, Investments, Long Term Care Insurance, Protection Planning
Education
Baruch College 2009 — 2011
Baruch College, City University of New York (CUNY)
New York Life Insurance Company December 2005 - Present
NBC Universal June 2005 - December 2005
Skills
Financial Analysis, Internal Controls, Accounting, Financial Reporting
Education
Baruch College 2002 — 2005
BS, Accounting
Leaders in Training Learning Development Management in New York, NY October 2011 - Present
Bronx RHIO January 2013 - October 2014
NYC Department of Education September 2005 - October 2011
------------------ March 2002 - September 2005
New York Life Insurance Company April 1998 - March 2002
Con Edison January 1991 - April 1998
Skills
Training, Management, Leadership, Instructional Design, Employee Training, Employee Relations, Teaching, Organizational..., Recruiting, Human Resources, Meeting Planning, Project Management, Interviews, Task Analysis, Time Management, Career Development, Training & Development, Education, Presentation, Course Design, Learning, supervisory, corporate goal alignment, Customer Experience, People Development, Customer Insight, Analysis, Interpersonal..., Group Training, Classroom, Blended Learning, Learning Management..., Training Manuals, Program Budgeting, Healthcare Information..., Experiential Learning, Lesson Planning, Individual Development, Career Management, Cost Reduction/Avoidance, Consulting, Program Management, Training Delivery, human, Presentations, Training Program..., Training Course..., course, Organizational Learning, Program Evaluation
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Human Resources Management
City University of New York-Hunter College
Master's Degree, Childhood Education
Stony Brook University
Bachelor's Degree, Economics
The Bronx High School of Science
New York Life Insurance Company March 2007 - Present
GOTHAM KNIGHTS RUGBY FOOTBALL CLUB INC. January 2013 - Present
Pershing Advisor Solutions (PAS) LLC December 2006 - March 2007
BITS January 2005 - May 2005
Skills
Derivatives, Financial Analysis, Corporate Finance, Data Analysis, Investments, Microsoft Excel, Analysis, Finance, Economics, Market Research, Microsoft Office, Business Analysis, BlackRock Aladdin, Wall Street Office, DTCC, Collateral Management, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA
Stockton University 2002 — 2006
BS
Tunstall Americas 2015 - Present
Language Testing International, Inc. 2013 - 2015
New York Life Insurance Company 2011 - 2012
American Originals Corporation 2010 - 2011
Vitech Systems Group 2007 - 2010
CA Technologies 1995 - 2007
Skills
SDLC, Requirements Analysis, Business Analysis, SharePoint, User Acceptance Testing, Quality Assurance, Cloud Computing, CRM, Salesforce.com, Requirements Gathering, Visio, SaaS, Information Technology, PMP, MS Project, Software Project..., Business Requirements, Scrum, Requirements Management, Waterfall, Gap Analysis, Project Management, Wireframes, UI prototyping, Microsoft SketchFlow, Salesforce..., Agile, Salesforce.com..., ScrumMaster, Agile Methodologies, JIRA
Education
City University of New York-Baruch College
MBA
New York Institute of Technology
MS
Bangalore University
BS
Bright Funds March 2015 - Present
FutureAdvisor November 2013 - March 2015
Tiburon Research Group April 2012 - November 2013
Global Fund for Women October 2009 - April 2012
Hydrocephalus Association August 2008 - July 2010
New York Life Insurance Company May 2007 - March 2008
Columbia Business School October 2006 - August 2007
Harvard University June 2006 - August 2006
Skills
Database Management, Donor Relations, Fundraising, Direct Marketing, Online Marketing, Filemaker Pro, Customer Service, FileMaker, Management, Strategy, Database Admin, Program Management, Marketing, Public Speaking, Salesforce.com, Email Marketing, Nonprofits
Education
Barnard College, Columbia University 2003 — 2007
Bachelor of Arts, Political Economics
Barnard College
Bachelor's degree, Political Economy
New York Life Insurance Company March 2015 - Present
Information Technology Industry January 2015 - Present
Avery Dennison June 2013 - October 2014
Novartis June 2010 - June 2013
iQor Financials January 2009 - June 2010
Alliance Bernstein April 2007 - November 2008
Bank of NewYork October 2005 - April 2007
IBM (Former PwC) July 1998 - October 2005
Skills
Project Portfolio..., Governance, IT Strategy, Program Management, Vendor Management, IT Governance, Team Leadership, PMO, Product Management, Management Consulting, Risk Management, Process Improvement, Agile Methodologies, SDLC, Integration, IT Service Management, ERP, PMP, Business Analysis, Management, Budgets, Resource Management, ITIL, IT Management, Operations Management, Requirements Analysis, Technology Integration, Outsourcing, Team Building, Customer Relations, People Management, Compliance, Software Development, Business Process..., Mentoring, Budgeting, Business Transformation, IT, Leadership, Project Management
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, Executive Technology Management
Bangalore University
BE, Computer science
Stanford University Graduate School of Business
Financial Analysis - Stocks and Bonds
New York eHealth Collaborative June 2014 - Present
New York eHealth Collaborative February 2013 - June 2014
New York eHealth Collaborative October 2010 - March 2013
Univeral EMR Solutions, LLC 2009 - December 2010
New York Life Insurance Company 2007 - March 2010
US Census Bureau 2009 - 2009
Yeshivah of Flatbush 2001 - 2007
New Jersey Y Camps - Camp Nesher 1996 - 2007
The Equitable 1984 - 1989
Skills
Project Management, Program Management, Healthcare Information..., PCMH Content Expert..., EHR, SDLC, Software Documentation, Healthcare, Training, Data Analysis, Public Speaking, Business Analysis, Curriculum Design, Leadership, Hands-on Training, PowerPoint, Microsoft Excel, Webinar Management, Databases, Microsoft Office, Nonprofits, Management, Team Building, EMR, Problem Solving, Technical Writing, Change Management, HIPAA, Healthcare Management, SharePoint, Health Information..., Consulting, Analysis, Information Technology
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Barnard College 1975 — 1979
Bachelor of Arts, Psychology
PepsiCo August 2011 - Present
IBM 1996 - 2011
New York Life Insurance Company 1990 - 1996
Elizabeth Arden 1986 - 1990
Skills
PMI, PMP, Program Management, Outsourcing, Project Portfolio..., Certified Project..., Human Resources, PMO, Business Intelligence, Six Sigma, Project Management, Team Leadership, Disaster Recovery, IT Strategy, Leadership, MS Project, IT Outsourcing, Resource Management, Management, Agile Project Management, Business Analysis, Business Process, Business Process..., Business Transformation, Change Management, Cross-functional Team..., Data Center, ERP, Global Delivery, IT Management, Enterprise Architecture, IT Service Management, Governance, ITIL, Information Technology, Integration, Management Consulting, Process Engineering, Project Delivery, Project Planning, Risk Management, Requirements Analysis, Process Improvement, Service Delivery, Service Management, Software Project..., Solution Architecture, Vendor Management
Education
Baruch College, City University of New York (CUNY)
MBA, Statistics
New York Life Insurance Company 2011 - Present
The Hartford 2008 - July 2011
Morgan Stanley 2004 - 2007
Bank of New York Mellon 1999 - 2004
Bank of America 1994 - 1999
Shawmut Bank (Now Bank of America) 1994 - 1999
Shawmut Bank (Now Bank of America) 1994 - 1999
Bank of New York Mellon 1984 - 1994
Skills
Securities, Financial Services, Banking, Insurance, Mutual Funds, Corporate Law, Auditing, Leadership, Risk Management, Investments, Asset Management, Corporate Governance, Equities, Capital Markets, Fixed Income, Mergers & Acquisitions, Due Diligence, AML, Alternative Investments, Hedge Funds, Financial Risk
Education
Brooklyn Law School 1980 — 1984
JD
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA in Accounting
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
Dun & Bradstreet October 2008 - September 2013
ABN AMRO Bank N.V. February 2008 - September 2008
American Stock Exchange January 2007 - January 2008
Securities Industry Automation Corp. (SIAC) May 1988 - January 2007
Morgan Stanley October 1980 - April 1988
Insurance Services Office May 1979 - September 1980
Bernard Baruch College - School of Continuing Education September 1978 - June 1980
New York Life Insurance Company October 1974 - May 1979
Skills
Vendor Management, Disaster Recovery, Data Center, PMO, IT Operations, Project Management, Strategy, Management, Infrastructure, Telecommunications, Team Management, Information Security, Business Continuity..., Trading Systems, ITIL, Market Data, SDLC, IT Management, System Administration, Hardware, Budgets, Troubleshooting, IT Strategy, Computer Security, Equities, Process Improvement, Program Management, Problem Management, Crisis Management, Quality Assurance, Data Center Relocation, Corporate Relocation, Market Data Systems, Operations / Network...
Education
City University of New York-Baruch College 1974 — 1978
Master of Business Administration (MBA), Computer Methodology
City University of New York-Hunter College 1968 — 1973
Bachelor of Arts (BA), Communications and Economics (Double Major)
Prestige Management Inc. November 2012 - Present
Independent Business Owner August 2009 - Present
New York Life Insurance Company June 2011 - January 2013
SUNY Maritime College January 2010 - January 2012
Newsweek 2008 - 2009
TIAA-CREF 2006 - 2008
MasterCard Worldwide October 2005 - October 2006
American Express 1997 - 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, Finance, Strategic Financial..., Budgets, Financial Modeling, Variance Analysis, Real Estate Transactions, Business Development, Leadership, Management, Managerial Finance, Cash Management, Financial Accounting, Financial Services
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Public Accounting
New York Life Insurance Company February 2007 - Present
Park Avenue Securities 2001 - 2006
Royal Alliance Associates 1998 - 2001
Skills
Securities, Financial Services, Investments, Series 7, FINRA, Mutual Funds, Series 24, Wealth Management, Asset Management, Series 63
Education
Touro College Jacob D. Fuchsberg Law Center 2002 — 2006
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Operations Management
Alexandra Girls
Advance Publications Inc. December 2013 - Present
Grant Thornton LLP June 2011 - December 2013
New York Life Insurance Company July 2009 - June 2011
BBDO July 2007 - December 2008
Skills
Microsoft Excel, Account Management, Microsoft Office, Financial Analysis, Accounting, Corporate Events, PowerPoint, Microsoft Word, Client Liaison, Event Management, Analysis, Data Analysis, Manage Client..., Budgets, Special Events..., Charity Work, Speech Communications, Event Planning, Tax Accounting, State Tax, Partnership Tax Returns, International Tax, Tax Preparation, Tax
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MS, Accountancy
Stony Brook University 2003 — 2007
B.S. Cum Laude, Business Management & Marketing
Midwood High School
North Shore-LIJ Health System December 2014 - Present
New York Life Insurance Company September 2012 - December 2014
New York Life Insurance Company 2006 - October 2012
Citigroup March 2000 - June 2006
Citigroup January 2000 - January 2002
Skills
Employee Relations, Succession Planning, HRIS, Personnel Management, Human Resources, Employee Benefits, Recruiting, Employee Engagement, Leadership, Deferred Compensation, Onboarding, Change Management, Performance Management, Talent Acquisition, Talent Management
Education
City University of New York-Baruch College
BBA, Human Resource Management
NYLIFE Securities LLC January 1992 - Present
New York Life Insurance Company December 1990 - Present
Skills
Licensed Life Insurance..., Long-term Care, Protection..., Retirement, Investments, Asset Protection, Annuity Sales, Wealth Management, Estate Planning, Employee Benefits, Pension Funds, 401k Rollovers, Key Person Protection, Buy-Sell, Life Insurance, Insurance, Fixed Annuities
Education
City University of New York-Baruch College 1984 — 1988
Master of Business Administration (MBA)
City University of New York-Baruch College 1979 — 1983
Bachelor of Business Administration (BBA)
New York Life Insurance Company July 2015 - Present
Guardian Life Insurance July 2005 - June 2015
Interactive Data September 2004 - July 2005
CACI August 2003 - October 2003
Commerzbank AG April 1999 - July 2003
New York University April 1995 - June 1999
Skills
SDLC, Data Warehousing, Business Analysis, IT Strategy, UML, Scrum, Agile & Waterfall..., MS Project, Visio, IT Infrastructure..., Requirements Analysis, Resource Allocation, Team Building, Project Management, Relational Databases, Software Project..., Business Intelligence, User Acceptance Testing, Problem Management, Software Documentation, Project Planning, Technical Project..., IT Solutions, User Experience, Databases, Management, Requirements Gathering, SQL, Vendor Management, Oracle
Education
New York University - School of Continuing Education 1994 — 1995
Web Development
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Business Management
Equity Residential August 2013 - Present
Aon Hewitt November 2012 - January 2013
New York Life Insurance Company February 2010 - January 2011
Vitech October 2008 - January 2009
Discover Financial Services October 2005 - October 2008
Aon Hewitt January 2002 - October 2005
Health and Group Benefits January 1999 - January 2002
Aon Hewitt January 1997 - January 2002
Aon Hewitt January 1997 - January 1998
Health and Group Benefits January 1996 - January 1997
Skills
Exchanges Insurance, Therese, Requirements Management, Process Improvement, Integration, SDLC, Change Management, Business Analysis, Benefits Administration, Employee Benefits, Training, HRIS, Project Management, Requirements Analysis, Business Process..., Quality Assurance, Visio, PeopleSoft, Insurance, Call Centers, Business Intelligence, Leadership, Software Documentation, Team Management, Performance Management, Software Quality..., Team Leadership, User Acceptance Testing, Testing, Information Technology, SharePoint, CRM, Six Sigma, Business Requirements, Customer Service, Human Resources, Applicant Tracking..., Requirements Gathering, Management, Vendor Management, Consulting, Team Building
Education
Barat College of DePaul University 1995 — 1997
BA, Human Resources & Psychology
College of Lake County 1991 — 1995
Associate of Arts, Business Administration
New York Life Insurance Company April 2012 - April 2013
New York Life Enterprises June 2011 - March 2012
Children's Brain Tumor Foundation June 2010 - February 2012
Target February 2002 - May 2010
Target May 1999 - February 2002
Target June 1998 - May 1999
The Associated Merchandising Corporation 1994 - 1997
The Gitano Group, Inc. 1991 - 1993
Jamesway Corporation 1990 - 1991
Lerner New York division of The Limited 1986 - 1990
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Forecasting, Managerial Finance, Finance, Variance Analysis, Budgets, SAP
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
Bachelor of Business Administration, Finance and Investments
Rutgers Center for Management Development
Mini MBA Certificate, Business (May 2011)
Montyson NYC Inc January 2010 - Present
Dalazar 2010 - Present
New York Life Insurance Company January 2009 - June 2010
Education
New York University 2008 — 2010
CFP, financial planning
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
MBA
The Hebrew University 1995 — 1997
Master of Arts (MA), Philosophy and Religious Studies
Wells College 1992 — 1994
Bachelor of Arts (BA)
Stanislas, Paris
Khagne, Literature and Social Science
Florida Blue - Blue Cross Blue Shield of Florida July 2013 - Present
A & A Underwriters, Inc January 2013 - July 2013
National Life Group September 2012 - January 2013
New York Life Insurance Company December 2011 - December 2012
VOA - GNY September 2008 - September 2010
Manhattan School of Music January 2004 - June 2008
Brascuba s.a January 1998 - June 2002
Skills
Higher Education, Grants, Research, Marketing Strategy, Team Leadership, Teaching, Strategic Planning, QuickBooks, Financial Analysis, Accounting, Social Media, Microsoft Excel, Finance
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Master, MBA
Baruch College, City University of New York (CUNY) 2009 — 2011
Master, Master of Business Administration
National Financial Network, LLC August 2013 - Present
Allstate Life Insurance Company of NY March 2006 - December 2012
New York Life Insurance Company December 2002 - December 2005
AXA Advisors July 1995 - December 2002
AXA Equitable October 1982 - July 1995
Skills
Retirement Planning, Annuities, Annuity, Insurance Planning, Strategy, Sales, Insurance, Marketing, Marketing Strategy, Finance, Succession Planning, Forecasting, Brand Development, Brand Management, Recruiting, Strategic Financial..., Series 6, Retirement, Life Insurance, Financial Planners, Fixed Annuities, Risk Management
Education
National Sales & Management Center, Arlington Hts, IL 2007 — 2007
Business/Managerial Economics
American Airlines Conference Center, Dallas, Tx 2003 — 2003
Mastering and Developing Financial Reps
AXA University, Bordeaux 1995 — 1996
International Business Management
City University of New York-Baruch College 1980 — 1981
Insurance & Real Estate Principle
Rutgers, The State University of New Jersey - Rutgers Business School 1969 — 1971
Labor Management
Infosys December 2009 - Present
New York Life Insurance Company August 2008 - August 2009
Pzena Investment Management November 2004 - August 2007
Itochu Specialty Chemicals February 2001 - May 2003
Skills
Software Project..., Solution Architecture, Business Analysis, Requirements Analysis, C#, SQL, SDLC, Microsoft SQL Server, XML, JavaScript, Web Services, PL/SQL, Oracle, ASP.NET, Data Warehousing
Education
Banasthali Vidyapith 1994 — 1997
Master's degree, Computer Science
from work March 2013 - Present
TIAA-CREF November 2007 - March 2013
New York Life Insurance Company 2004 - 2007
Willamete Ind 1997 - 2002
Skills
Strategic Planning, Insurance, Employee Benefits, Financial Services, Stratigic Financial..., Strategic Financial..., Investments, Mutual Funds, Retirement, Retirement Planning, Wealth Management, 401k, Series 7, IRAs, Series 6, Series 63, Investment Advisory, FINRA, Uniform Combined State..., Investment Strategies, Asset Allocation, Securities, Alternative Investments, Portfolio Management, Wealth
Education
Barry University 1973 — 1975
BS, Marketing and Management
Barry University 1973 — 1975
Bachelor of Science (BS), Marketing/Marketing Management, General
Consulting 2012 - Present
Kenmar 2006 - 2012
New York Life Insurance Company 2005 - 2006
White & Case 2004 - 2005
AEA Investors LP 2001 - 2004
Zeichner Ellman & Krause LLP 1996 - 2001
Skills
ADP Payroll, FRx, Concur, SAP, Microsoft Dynamics SL, Navision, Quicken, JDE Enterprise One, Cognos
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BBA, Accounting
Phillips January 2015 - Present
Eastern Standard Consultants, Inc. August 2013 - November 2014
New York Life Insurance Company July 2010 - November 2012
Eagle Max Brokerage LLC 2009 - 2010
Skills
Retirement Planning, Retirement, Fixed Annuities, IRAs, Mutual Funds, Series 7, Estate Planning, Wealth Management, Wealth Accumulation, Strategic Financial..., 401k, Life Insurance, Financial Planning
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance and Investments
BBL Churchill Group Inc August 2014 - June 2015
New York Life Insurance Company September 2014 - November 2014
KPMG US February 2014 - June 2014
Oliver Wyman January 2014 - January 2014
Kaplan October 2013 - November 2013
Wu & Kao, PLLC June 2013 - September 2013
Weill Cornell Clinical & Translational Center May 2013 - June 2013
ALLSector Technology Group January 2013 - February 2013
American Arbitration Association July 2012 - September 2012
Duane Reade January 2012 - March 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, APCAR, Concil, ACT!, Data Entry, Clerical Skills, Event Planning, Administrative..., Public Speaking, Access, Payroll, Research, Invoicing, Human Resources, Databases
Education
Baruch College 2005 — 2010
Bachelor of Science, Public Affairs
Borghese 2010 - November 2014
Osmotics Cosmeceuticals November 2006 - November 2009
Osmotics Cosmeceuticals June 2004 - April 2006
United Nations Population Fund (UNFPA) March 2003 - December 2003
New York Life Insurance Company September 2000 - July 2002
Skills
Macroeconomics, Financial Analysis, Policy Analysis, International..., Management, Economics, Project Management, Analysis, Statistics, Research, Economics Research..., Financial Modeling, Economic Development, SAS Programming, Financial Statements, Financial Markets, Organization Skills, Financial Research, Budget Analysis, Budget Control, Analytical Skills, management skills, Team Leadership, Telecommunications, Team Motivation, Globalization, Negotiation, Persuasion, Self-confidence, Marketing, Sales Management, Client Relations, Interpersonal Skills, International Relations, Innovation Development, Creative Solutions, Technical Support, Decision Making, Time Management, Problem Solving, Data Analysis, Driving Results, Business Planning, Positive Work..., Cultural Diversity, Emerging Markets, Investments, Corporate Finance, Private Equity
Education
City University of New York City College 2009 — 2011
Master of Arts (M.A), Economics, 3.5
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelor's Degree, Information System
Morgan Stanley October 2013 - Present
New York Life Insurance Company December 2010 - October 2013
Thomson Reuters 2009 - 2010
Skills
Accounting, General Ledger, Financial Reporting, Financial Accounting, Cookies, Internal Controls, Financial Analysis, Account Reconciliation, Auditing
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
New York Life Insurance Company January 2015 - Present
AXA US June 2008 - January 2015
Education
Baruch College, City University of New York (CUNY)
Mathematics with a concentration in Finance
Con Edison April 2012 - Present
Maverick Trading September 2011 - Present
KIAN Realty January 2010 - May 2012
Scotiabank September 2008 - December 2009
New York Life Insurance Company May 2005 - February 2006
Skills
Investments, Financial Analysis, Trading, Options, Equities, Fixed Income, Bloomberg, Financial Reporting, Financial Modeling, Capital Markets, Accounting, Valuation, Corporate Finance, Bonds, Portfolio Management, Banking, Cash Flow, Bloomberg Terminal, Asset Management
Education
Pace University - Lubin School of Business 2011 — 2012
MS, Finance
Baruch College 2002 — 2005
B.B.A, Accounting
New York Life Insurance Company June 2009 - Present
Skills
Accounting, Financial Planning, Financial Reporting, General Ledger, Account Reconciliation, Journal Entries, Reconciliations, Financial Analysis, Quickbooks, GAAP, Accruals, Excel, Investments, Insurance, Spreadsheets, Tax, Financial Statements, Internal Controls, Financial Accounting, Auditing, Finance, Statutory Accounting, US GAAP, Analysis, Corporate Finance, Microsoft Office, Private Equity
Education
Baruch College 2005 — 2009
Bachelor degree in Business Administration, Accounting
American Express March 2014 - Present
New York Life Insurance Company July 2005 - March 2012
New York Life Insurance Company February 1996 - July 2005
Skills
Insurance, Office Management, Office Administration, Legal Assistance, Secretarial Skills, Administrative..., Office Equipment, SAP, Event Planning, Lotus Notes, Calendars, Travel Arrangements, Calendaring, Executive Support, Management, Telephone Skills, Time Management, Expense Reports, Administration, Budgets, File Management, Concur, Confidentiality, Spreadsheets
Education
Baruch College 1991 — 1992
Kingsborough Community College 1989 — 1991
Associate's degree
New York Life Insurance Company August 2005 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2001 - July 2005
State of NY Metropolitan Transportation Authority May 1993 - June 2001
Skills
Corporate Governance, Mergers, Securities, Corporate Law
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), magna cum laude
Hampton University
Bachelor of Science (B.S.), Electrical Engineering
New York Law School
Juris Doctorate, cum laude
Citibank, N.A. August 2013 - Present
New York Life Insurance Company August 2012 - May 2013
Bank of America December 2004 - April 2009
HSBC December 1999 - December 2004
Skills
Fixed Annuities, Retirement, Wealth Management, Long Term Care Insurance, College Savings Plans, Life Insurance, Financial Services
Education
Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Finance and Investments
Bed Bath & Beyond September 2002 - Present
Bear Stearns September 1994 - April 2000
Federal Reserve Bank of New York September 1985 - September 1990
New York Life Insurance Company March 1987 - September 1988
OECD February 1981 - April 1985
Skills
ALGOL, CANDE, DMALGOL,...
Education
American College in Paris (AUP) 1979 — 1981
Bachelor of Arts (B.A.), International Business
Bard College at Simon's Rock 1974 — 1976
Associate of Arts (AA), pre- medical
New York Life Insurance Company June 2013 - Present
Royalty Pharma December 2011 - April 2013
Skills
Visio, HP Exstream, HP Quality Center, Java, JavaScript, HTML, CSS, DataStage, COBOL, JCL, Perl, Visual Basic, PHP, C++, Android Development
Education
City University of New York-Baruch College 2010 — 2013
New York Life Insurance Company July 2014 - Present
GC Group Capital, LLC April 2013 - August 2013
Blue Star Jets August 2010 - April 2011
NSS Financial Services June 2008 - July 2010
Skills
Analysis, Customer Satisfaction, Project Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Science, Business Administration, Finance and Investments
Columbia University in the City of New York September 2015 - Present
Columbia University in the City of New York September 2012 - Present
The Bank of New York Mellon June 2015 - August 2015
New York Life Insurance Company May 2014 - August 2014
Course Hero, Inc. February 2014 - June 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Data Analysis, Editing, Leadership
Education
Barnard College 2012 — 2016
Bachelor's degree, Major in Political Economy, Minor in Psychology
New York Life Insurance Company March 2014 - Present
Skills
Licensed life and..., Asset Protection, Education funding...
Education
Baruch College, City University of New York (CUNY)
Bachelor of Arts (BA), Economics