New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
New York Life January 2014 - Present
Rotary Club of Downey July 2015 - Present
New York Life Insurance Company May 2012 - January 2014
Orange County Hispanic Chamber of Commerce 2009 - 2014
New York Life Insurance Company April 2008 - May 2012
Mac Lending March 2004 - January 2008
Caliber Trucking August 2000 - March 2004
Skills
Long Term Care Insurance, Buy-sell Agreements, Key Person Insurance, Small Business, Personal Finance, Financial Advisory, Wealth, Business, Fixed Annuities, Retirement Planning, Long-term Care, Financial Planners, Disability Insurance, Estate Planning, Strategic Financial..., Insurance, IRAs, Roth IRA, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities, Recruiting, Employee Benefits, Equities, Investments, Financial Analysis, Finance, Loans, Financial Services, Life Insurance, Wealth Management, Leadership, Management, Financial Planning
Education
The American College 2009 — 2011
Saddleback College 1997 — 1999
Business Finance
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company May 2013 - Present
KGO-TV December 2010 - March 2011
KTLN-TV September 2003 - November 2010
Roelof Drenth Real Estate Agent April 2007 - April 2009
KTLN 2003 - 2008
Skills
Small Business, Licensed Life Insurance..., Retirement Planning, Key Person Protection, Thought Leadership, 401k Rollovers, Asset Protection, Estate Planning, Time Management, Annuity Sales, Multi-generational..., Legacies, Wealth Preservation..., Protection..., Gifting Strategies, Succession Planning, Multi Tasking, Investments, Simple IRA, Financial Services
Education
San Francisco State University 1994 — 1996
Cinema Production, Cinema, Cinematography
Saddleback College 1991 — 1994
Associate of Arts (AA), General Studies
Dana Hills High School 1983 — 1985
Capistrano Valley Christian School 1981 — 1983
Thermo Fisher Scientific November 2013 - Present
Drive Medical January 2010 - November 2013
GEICO January 2009 - January 2010
New York Life Insurance Company May 2008 - February 2009
Skills
Sales, Sales Operations, Salesforce.com, Medical Devices, Healthcare, Account Management, Sales Force Development, Customer Service, Durable Medical..., Managed Care, Sales Presentations, Product Launch, Management, Sales Process, Medical Sales, Selling Skills, Hospitals, Leadership, Strategic Planning, Selling, Market Development, Hospital Sales, Marketing, B2B, SAP, Team Building, Marketing Strategy, Direct Sales, Surgeons, Cardiology, Orthopedic, Forecasting, Challenger, Microsoft Office, Apple, Long-term Care, Strategic Partnerships, Team Leadership, Cross Selling, Medicare, Medicaid, Financial Analysis, Up-selling, Solution Selling, Consultative Selling, Strategic Selling, Value Selling, Value Based Selling, Challenge Driven, SPIN Selling
Education
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Biology, General
Iona Preparatory 2000 — 2004
High School Diploma
Sacred Heart University
Master of Business Administration (MBA), Finance
inVentiv Health October 2014 - January 2015
Bloomberg LP September 2014 - October 2014
Dextro Software Systems Inc July 2014 - September 2014
Rutgers University September 2012 - May 2014
Tempo Networks May 2013 - August 2013
New York Life Insurance Company June 2012 - September 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Teamwork, Social Media, Accounting, Leadership, Access, Time Management, Social Networking, Management
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor of Science (BS), Finance, General
Ayman Trans Inc 2011 - Present
Lafarge 2014 - 2014
New York Life Insurance Company 2012 - 2012
Skills
Human Resources, Employee Relations, Training, Recruiting, Payroll, Management, Staff Development, Employment Law, Organizational..., Compensation & Benefit, Arabic, Study Abroad Programs, HRIS, Global HR Leadership, PeopleSoft, ADP Payroll, Public Speaking
Education
Rutgers University-New Brunswick
Master's Degree, Labor & Employment Relations
Rutgers University-New Brunswick
Bachelor's Degree, Labor & Employment Relations
Sichuan University
Global Exchange
University of Worcester
Study Abroad, General Studies
United Technologies Corporation November 2014 - Present
454 Life Sciences May 2011 - June 2014
Beverage Alliance LLC February 2011 - May 2011
Pediatric Healthcare Associates December 2010 - May 2011
Greater Valley Chamber of Commerce 2009 - 2011
New York Life Insurance Company April 2009 - December 2010
MAHLE, Inc. May 2000 - February 2009
BIC January 1998 - January 2000
Swiss Army 2000 - 2000
Pullman & Comley, LLC March 1995 - January 1998
Skills
Employee Relations, Human Resources, Recruiting, Management, Employee Benefits, Inventory Management, SAP, Leadership, Budgets, Supply Chain, Customer Service, Sales, Time Management, Marketing, Insurance, Microsoft Office, Outlook, Training, Microsoft Excel, HRIS, Microsoft Word, Interviews, Strategic Planning, Manufacturing, PowerPoint, Purchasing, Benefits Administration, Process Improvement, Project Management, Event Planning, Customer Satisfaction, Forecasting, Team Building, Performance Management, Logistics, Payroll, Notary Public
Education
University of Bridgeport 1998 — 2015
General Studies/Business Administration, Business Administration, 3.903 gpa
Connecticut Business Institute 1985 — 1988
Certificate, Executive Administrative Assistant Program
Sacred Heart University 1984 — 1985
Secretarial Science / Business
Stratford High School 1983 — 1985
Diploma, General
New York Life Insurance Company May 1989 - Present
Prudential Financial May 1985 - May 1989
Skills
Strategic Financial..., Insurance, Financial Services, Fixed Annuities
Education
Rutgers, The State University of New Jersey-Newark
Accounting and Business/Management
Chubb Institute for Computer Technology
Capital One June 2011 - Present
JPMorgan Chase November 2008 - June 2010
New York Life Insurance Company June 2007 - November 2008
New Brunswick Public Schools September 2003 - June 2007
Skills
Organization, Data Management, Event Planning, Strategic Communications, Computer Proficiency, Banking, Project Management, Administrative..., Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor's degree, Political Science and Government
Eagle Strategies, LLC February 2014 - Present
New York Life Insurance Company April 1998 - Present
NYLIM 1997 - 2010
Skills
Investments, IRAs, Series 63, Mutual Funds, Retirement, Sales, Life Insurance, Alternative Investments, Series 7, Wealth Management, Estate Planning, Fixed Annuities, New Business Development, Securities, Series 6, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Long-term Care, 401k, FINRA, Financial Planners, Investment Strategies, Long Term Care Insurance, Series 24, Term Life Insurance, Uniform Combined State..., Variable Annuities, Pensions, Wealth, Whole Life, Roth IRA, Investment Management, Wealth Accumulation, Separately Managed..., 401k Rollovers, Fixed Income, Wealth Management..., Asset Protection, Life, Permanent Life Insurance, High Net Worth..., Income Protection
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA, Political Science
Paramus Catholic High School
New York Life Insurance Company June 2010 - Present
State Street Corp. July 2006 - June 2009
The Robert Wood Johnson Foundation January 2001 - August 2003
Merrill Lynch March 1999 - December 2000
Prudential Insurance June 1993 - November 1998
Skills
GAAP, Portfolio Management, Financial Analysis, STAT, Pivot Tables, Bonds, General Ledger, Account Reconciliation, Journal Entries, Financial Reporting, Accounting, Financial Statements, Private Equity, Finance, Investments, Financial Services, Insurance, Fund Accounting, SEC filings
Education
Trinitas School of Nursing 2003 — 2006
Nursing
Seton Hall University 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Abar Retirement Plan Services LLC October 2013 - Present
New York Life Insurance Company June 2012 - June 2013
Macy's July 2010 - June 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Access, Outlook, Social Media, Sales, Financial Modeling, Credit, Research, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Finance, General
John P Stevens High School
New York Life Insurance Company April 2013 - Present
Prudential Financial February 2007 - April 2013
Hess Corporation May 2006 - February 2007
Skills
Mainframe, z/OS, RACF, Unix, CICS, Virtualization, MVS, Performance Tuning, AIX, TSO, IBM Mainframe, .NET, REXX, VTAM, Microsoft Office, Windows Server 2008, Visual Studio, Java, SNA, JCL, Omegamon, TCP/IP, Red Hat Linux, Lotus Notes, z/VM, E-commerce, Software Installation, OS/390, Servers, DB2, ISPF, IBM Utilities, SPUFI, Tivoli, VM, Netview, SDSF, JES2, Capacity Planning, Visio, Linux, SAS programming, Performance Management, Mainframe Architecture, Offshore Management, ITIL v3 Foundations...
Education
Stevens Institute of Technology 2008 — 2011
MS, Information System
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BA - Management Info System
CICS SYSTEMS Admin
New York Life Insurance Company May 2014 - August 2014
Dilip Patel & Company, LLP May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Auditing, Tax, Corporate Finance, Financial Accounting, Accounts Payable, General Ledger, Account Reconciliation, QuickBooks
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Accounting
Foresters Financial Services June 2015 - Present
New York Life Insurance Company March 2014 - May 2015
New York Life Insurance Company October 2012 - March 2014
New York Life Insurance Company January 2004 - September 2012
Skills
Spanish-speaking, DCIO Tracking, Presentations, Series 63, Retirement Planning, Sales, salesforce, Fi360, Mutual Funds, Defined Contribution, 401k, Insurance, Finance, Investments, Customer Service, Series 7, Retirement, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (B.S.), Anthropology
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company/ New York Life Investment Management May 2012 - September 2013
United Green Solutions May 2011 - August 2011
Skills
Visio, COBOL, Management, Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Data Warehousing, Leadership, Time Management, Assembler, Sequel Viewpoint, JIRA, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Quicken Loans January 2010 - Present
New York Life Insurance Company January 2009 - December 2009
Citi September 2003 - December 2008
Amerifirst financial September 2002 - May 2003
Skills
FHA, Mortgage Lending, Mortgage Banking, Banking, Loans, Credit, Refinance, Loan Origination, Residential Mortgages, VA loans, Mortgage Underwriting, Credit Analysis, USDA, FHA financing, Consumer Lending, Certified Mortgage..., Government Loans, Mortgage Servicing, FHA Financing, VA Loans
Education
Walsh College of Accountancy and Business Administration 2004 — 2008
Masters in Science Management, Business Administration and Management, General
Saginaw Valley State University - College of Business and Management 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Horizon Wealth Strategies, LLC January 2013 - Present
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Eagle Strategies, LLC December 2012 - Present
Allstate March 2004 - December 2012
MetLife July 1989 - March 2004
Skills
Retirement Planning, Investments, Multi-generational..., 401(k) Rollovers, IRA's, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Succession Planning, Key Person Protection, Annuities, Disability Insurance, Insurance, Life Insurance, Asset Protection, Licensed in Long Term...
Education
The American College 1999 — 2002
Master's of Science, Financial Services
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS, Marketing, Finance
Madison Central High School 1981 — 1985
New York Life Insurance Company February 2014 - Present
Di Ferraro Inc July 2001 - May 2013
Skills
Construction, Customer Service, Microsoft Excel, Risk Management, Financial Services, Strategic Financial..., Life Insurance
Education
Rutgers University 2005 — 2008
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Lela, Inc. January 2014 - May 2014
Alpha One Labs June 2013 - December 2013
Willis September 2012 - December 2012
Lian Life Insurance Co.,Ltd. June 2012 - August 2012
Saint John's University December 2010 - May 2012
New York Life Insurance Company June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Access, Outlook, PowerPoint, Maple, Matlab, Actuarial Science, Risk Management, Reinsurance, Accounting, Microsoft SQL Server, VBA, Data Analysis, Statistics, SAS
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
BS, Actuarial Science
Rutgers University 2008 — 2010
NFLS 2006 — 2008
Movado Group, Inc 2014 - Present
Horowitz Foundation for Social Policy January 2014 - June 2014
New York Life Insurance Company June 2013 - August 2013
HFP Capital Markets LLC May 2012 - August 2012
Skills
Licensed Life Insurance..., Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Administrative..., Human Resources, Communication, Administration, Social Networking, Press Releases, Sales
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Human Resources Management
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick
Master's Degree, Human Resources Management
Merrill Lynch Wealth Management April 2015 - Present
Morgan Stanley Wealth Management February 2014 - March 2015
New York Life Insurance Company June 2009 - February 2014
Hudson County Community College January 2009 - December 2012
Stroock & Stroock & Lavan LLP August 2006 - May 2008
Simpson Thacher & Bartlett LLP September 2004 - August 2006
Hogan & Hartson June 2003 - 2004
Skills
Retirement Planning, Series 63, Mutual Funds, Strategic Financial..., IRAs, Variable Annuities, Wealth Accumulation, Series 6, Series 7, Life, Series 65
Education
Rutgers University 1999 — 2005
M.A., History
University of Maryland College Park 2003 — 2003
History
Rutgers University-New Brunswick 1992 — 1997
B.A., History - Political Science
Smartstep Flooring Inc. February 2014 - Present
Smartstep Flooring Inc. April 2012 - Present
New York Life Insurance Company January 2011 - May 2012
Pepperidge Farm October 2007 - November 2008
Octagon Incorporated December 2007 - May 2008
Skills
Microsoft Excel, Flooring, Carpet, Vinyl, Hardwood Flooring, commercial flooring, Accounting, Customer Service, Microsoft Word
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Lincoln Financial Securities October 2014 - Present
American Financial Network LLC October 2014 - Present
New York Life Insurance Company June 2009 - October 2014
Eagle Strategies LLC June 2009 - October 2014
New York Life Insurance Company June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC October 2001 - June 2009
Rue Insurance February 2001 - June 2009
Merrill Lynch February 2000 - February 2001
Rue Insurance August 1996 - February 2000
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
Bachelors
William Paterson University of New Jersey
U.S. Department of Veterans Affairs June 2014 - Present
New York Life Insurance Company 2010 - 2013
Foley, Inc. June 2009 - 2010
Foley Incorporated July 2006 - June 2009
Skills
Insurance, Customer Service, Management, Leadership, Sales, Training, Business Planning, Marketing, Long-term Care, Life Insurance, Finance, Small Business, Time Management, Fixed Annuities, Retirement Planning
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Bachelor's Degree, Human Resource Management/ Employment & Labor Relations with a Concentration in Employment Law, 3.684
Berkeley College, Woodbridge, NJ 2003 — 2005
Associates in Applied Science Degree, Applied Science Business Administration and Marketing, 3.67
carteret high school 2001 — 2003
High School
Mattel, Inc. November 2014 - Present
Mattel May 2014 - November 2014
Mattel June 2010 - April 2014
Nestle USA August 2008 - January 2010
Nestle USA June 2007 - August 2007
New York Life Insurance Company March 2005 - June 2006
New York Life Insurance Company March 2004 - March 2005
New York Life Insurance Company April 2002 - March 2004
Prudential Financial June 2001 - March 2002
Prudential Financial June 2000 - June 2001
Skills
Customer Insight, Marketing Communications, Marketing, Brand Management, Customer Service, Marketing Strategy, Strategic Partnerships, Market Research, Consumer Products, Strategy, Business Strategy, Competitive Analysis, Digital Media
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Marketing
University of Melbourne - Melbourne Business School 2007 — 2007
International Exchange Program
Rutgers University-New Brunswick 1996 — 2000
BA, Psychology and Sociology
Toms River High School East 1991 — 1996
TD June 2015 - Present
Travelers Canada November 2012 - October 2014
Aviva Canada December 2010 - October 2012
Aviva Canada July 2007 - November 2010
Aviva Canada December 2005 - June 2007
Aviva Canada December 2004 - December 2005
Aviva Canada May 1994 - December 2004
New York Life Insurance Company November 1989 - May 1994
New York Life Insurance Company March 1988 - November 1989
Shopsy's Delicatessen & Restaurant Ltd. November 1985 - March 1988
Skills
Insurance, Business Analysis, Risk Management, SDLC, Requirements Gathering, Process Improvement, Change Management, Requirements Analysis, Visio, Vendor Management, General Insurance, Property & Casualty..., Strategic Planning, IT Strategy, Analysis, Strategy, PMO, Project Management, Business Intelligence, Project Portfolio..., IT Management, Data Warehousing, Business Requirements, Project Planning, Management
Education
Ryerson University
Accounting and Business/Management
Rutgers Business School 2014 - Present
Rutgers Business School 2014 - Present
Natural Markets Food Group 2013 - 2014
New York Life Insurance Company 2012 - 2013
Rutgers University January 2010 - 2012
Skills
Site Development, Project Coordination, Social Networking, Cross-functional Team..., IT Strategy, Execution of Business..., IT Service Management, ITIL Process..., SDLC, Marketing, Microsoft Office, Strategic Planning, Operating Systems, Event Management, Windows, HTML, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Social Media Marketing, Management, Troubleshooting, Windows 7, Situational Leadership, Symantec Endpoint..., Ghost Imaging, Altiris Deployment..., Stata, TeamViewer, Silverlight, MS Project, Visio, SharePoint, Apple, Zendesk, Clarizen, NetSuite, Catapult, Remote Troubleshooting, Leadership Development..., Visionary, IT Solutions, Microsoft Project
Education
Rutgers, The State University of New Jersey-Newark 2014 — 2017
Master of Business Administration (M.B.A.), Business Strategy
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Economics
ACSIA PARTNERS January 2014 - Present
Berkowitz Long Term Care Insurance Services, Inc. November 2007 - Present
Berkowitz Long Term Care Insurance Services, Inc June 1999 - Present
Berkowitz Long Term Care Insurance Services,Inc. June 1999 - Present
New York Life Insurance Company November 2012 - October 2013
California Long Term Care Insurance Services, Inc. January 2011 - November 2012
ACSIA Long Term Care, Inc. November 2009 - December 2011
Retirement Strategies Group January 2005 - November 2009
LTCR June 2004 - November 2009
GE Financial Services June 1999 - January 2003
Skills
Long Term Care Insurance, CA Partnership, Hybrid products for..., Webinars for long term..., Life Insurance, Universal Life, Term Life Insurance, Whole Life, Small Business, Workshops, Fixed Annuities, Guaranteed Lifetime..., Custom Whole Life, Brokers, Disability Insurance, Health Insurance, Guaranteed Lifetime..., Insurance, Medicare, Retirement Planning, Retirement, Underwriting, Investments, IRAs, Variable Annuities, Critical Illness, Financial Planners
Education
Rutgers, The State University of New Jersey-New Brunswick 1967 — 1971
Bachelor of Arts, Psychology
Union High School 1965 — 1967
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life Insurance Company February 2009 - December 2010
Prudential Financial May 2007 - September 2008
Prudential Financial August 2002 - May 2007
Prudential Financial June 2000 - August 2002
Skills
401k, Accounting, Asset Allocation, Asset Management, Asset Managment, Banking, Bonds, Budgets, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Forecasting, Guaranteed Lifetime..., Insurance, Investment Strategies, Investments, Leadership, Life Insurance, Market Research, Marketing, Mutual Funds, Operations Management, Portfolio Management, Product Development, Product Management, Program Management, Retirement, Retirement Planning, Sales, Sales Operations, Series 6, Series 7, Strategic Financial..., Tax, Team Leadership, Trading, Training, Variable Annuities, Wealth Management, Account Management, Analysis, Corporate Finance, Entrepreneurship, Executive Management, Options
Education
Rutgers, The State University of New Jersey-Newark
Bachelors of Science, Finance and Economics
Temple University - Fox School of Business and Management
Accenture May 2015 - Present
HeBS Digital September 2013 - May 2015
HeBS Digital May 2013 - September 2013
Center for Teaching Advancement and Assessment Research August 2009 - May 2013
New York Life Insurance Company May 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Leadership, Marketing, Strategy, Web Analytics, Management, Data Analysis, Marketing Operations, Start-ups, Team Management, Computer Applications, Site Catalyst, Google Analytics, MS Access, Microsoft Excel, QuickBase, eCommerce, R Programming, SQL, JavaScript, jQuery, HTML, Access, E-commerce
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing / Economics
Fair Lawn High School
Brandon Regional Hospital September 2011 - Present
District School Board of Pasco County January 2009 - May 2011
New York Life Insurance Company March 2008 - January 2009
New York Life Insurance Company July 2003 - March 2008
New York Life Insurance Company June 1999 - July 2003
New York Life Insurance Company July 1997 - June 1999
Skills
Marketing Strategy, Strategic Communications, Public Speaking, Public Relations, Event Management, Project Management, Vendor Relationship..., Media Relations, Government Liaison, Sponsorship Generation, Branding & Identity, Team Building..., Diversity Program..., Budget Management, Consensus Building
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Finance, General
University of Phoenix
Master's Degree, Business Administration and Management, General, 3.0
DialAmerica Inc. November 2014 - Present
New York Life Insurance Company July 2014 - November 2014
New York Life Insurance Company May 2013 - August 2013
St. Mary's Hospital June 2012 - September 2012
Skills
Windows 7, Customer Service, Troubleshooting, Microsoft Word, Windows XP, Windows 8, Windows 8.1, Lotus Notes, RSA SecurID, RSA Tokens, RSA Ace Server, Distribution Lists, Rumba, Microsoft Office, Access, PowerPoint, Microsoft Excel, Teamwork, Information Technology, HTML, Leadership, Active Directory, Technical Support, VPN, Software Documentation
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor's degree, Management Information Systems
MassMutual Northern New England October 2014 - Present
NYLIFE Securities LLC August 2014 - October 2014
New York Life Insurance Company April 2014 - October 2014
The Gyro Spot June 2012 - June 2014
Chili's 2008 - 2010
Skills
Insurance, Retirement Planning, Long-term Customer..., Customer Service, Public Speaking, Teaching, Marketing, Life Insurance, Disability Insurance, Financial Services, Long-term Care, Retirement, Securities, Asset Management, Finance, Investments
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), Biology, General
Manchester Memorial High School 2003 — 2007
High School
Irvington Public Schools District February 2003 - Present
KPMG US September 1997 - February 2002
Sea-land Service, Inc June 1988 - September 1997
Sea-land Service, Inc June 1985 - June 1988
Sea-Land Service May 1974 - July 1985
Maidenform August 1968 - May 1974
Maidenform June 1966 - August 1968
New York Life Insurance Company June 1965 - June 1966
Skills
Staff Development, Educational Technology, Classroom, Curriculum Design, K-12, Teaching, Differentiated..., Public Speaking, Tutoring, Coaching, Social Media, Training, Microsoft Office, Team Building, Leadership, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 1965 — 1974
BS, Marketing/Marketing Management, General
Broadridge May 2006 - Present
New York Life Insurance Company February 2005 - May 2006
Skills
Securities, Mutual Funds, Equities, Financial Services, Account Management, Corporate Actions, Relationship Management, Investments, Wealth Management, Banking, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, English
SBHS
New York Life Insurance Company Speaker/Author/CoachCharnette Lewis InternationalJanuary 2000 - Present
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1982
Bachelor's degree, Accounting
St. Mary's high school
CSC June 2015 - Present
CSC September 2013 - June 2015
New York Life Insurance Company June 2011 - 2013
BNY Mellon June 2010 - June 2011
Prudential Financial June 2008 - June 2010
Liz Claiborne September 2009 - December 2009
Rutgers University January 2009 - November 2009
Rutgers University 2007 - 2009
Skills
Product Marketing, Marketing Strategy, Business Development, Strategic Partnerships, Strategic Planning, Design Strategy, Program Management, Product Management, Project Management, Vendor Management, Customer Experience, Market Research, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Data Analysis, Accounting, Microsoft Excel, Self-driven, Analysis, Valuation, Risk Management, Bloomberg, Corporate Finance, Portfolio Management, Access, Bloomberg Terminal, Auditing, Financial Accounting, Strategic Financial..., PowerPoint, Microsoft Office, Business Strategy, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science, Finance
The Connors Group, Inc. September 2013 - Present
The Connors Group, Inc. July 2012 - September 2013
The Connors Group, Inc. 2008 - 2012
Verified Person 2004 - 2008
Corworks 2000 - 2004
New York Life Insurance Company 1998 - 2000
Skills
Business Strategy, Product Development, Strategic Planning, Product Management, Project Management, Analytics, Start-ups, Business Intelligence, Business Analysis, Data Architecture, Data Mining, SDLC, Databases, Mobile Devices, Integrated Marketing, Business Case, Change Management, Strategy, Market Research, E-commerce, Leadership, Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Strategy, Corporate Finance, Business Analytics
Rutgers University-New Brunswick 1991 — 1996
BS, Mechanical Engineering
ePrimera March 2003 - Present
Self May 2001 - March 2003
Soliloquy, Inc April 2000 - March 2001
New York Life Insurance Company September 1996 - April 2000
Skills
Software Development, IT Management, Product Management, IT Strategy, Integration, SharePoint, Project Management, Vendor Management
Education
Rutgers University-New Brunswick 1967 — 1972
BA, Computer Science
Staffing Options April 2015 - July 2015
Champia Real Estate Inspections February 2013 - February 2015
Georgia Family Council May 2012 - December 2012
MedAssets March 2011 - September 2011
New York Life Insurance Company March 2008 - January 2011
Glenbrae Golf Apparel, Inc. March 2006 - March 2008
Turner Sports, Inc. March 1993 - April 2005
Atlanta Hawks July 1991 - November 1991
Philadelphia Eagles Football Club, Inc. July 1985 - February 1990
Skills
Microsoft Excel, Cross-functional Team..., Public Relations, Management, Process Improvement, Budgets, Strategic Planning, Team Leadership, Team Building, Account Management, Marketing Strategy, Project Management, Market Research, Contract Negotiation, New Business Development, Negotiation, Operations Management, Event Planning, PowerPoint, Microsoft Office, Human Resources, Leadership, Marketing, Office Management, Event Management, Public Speaking, Sales, Social Media, Social Media Marketing, Email Marketing, Facebook, Blogging, Press Releases, Strategy, Customer Service, Editing, Lead Generation, Marketing Communications, Nonprofits, Publicity, Interviews, Media Relations, Customer Relations, Twitter, Research, Social Networking, Online Marketing, Newsletters, Brand Awareness, Writing
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
B.A., Journalism
New York Life Insurance Company August 2013 - Present
MYCC Sports December 2012 - Present
Muslim Basketball November 2010 - Present
New York Life Insurance Company March 2013 - August 2013
LG&P In-store Agency March 2009 - March 2011
Ivivi Technologies, Inc. March 2008 - September 2008
Skills
Retail, Management, Account Management, PowerPoint, Microsoft Office, Strategic Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science, Criminal Justice
TIAA-CREF January 2007 - Present
TIAA-CREF February 2003 - December 2006
TIAA-CREF May 1996 - January 2003
TIAA-CREF November 1988 - April 1996
New York Life Insurance Company September 1983 - October 1988
Skills
Fixed Annuities, Series 7, Mutual Funds, Series 6, Defined Contribution, Financial Services, Retirement, Series 63, Pensions, Investments, Insurance, ERISA, Relationship Management
Education
Rutgers University-New Brunswick 1979 — 1983
B.A., Economics
Matawan-Aberdeen Regional High School 1975 — 1979
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
EagleStone Wealth Advisors, Inc November 2013 - October 2014
Dixon Hughes Goodman LLP December 2012 - November 2013
Haskins Wealth Management Group, Inc. February 2008 - December 2012
The Ayco Company, L.P. a division of Goldman Sachs January 2011 - October 2012
Merrill Lynch January 1999 - February 2008
EisnerAmper LLP October 1993 - December 1998
Ernst & Young August 1989 - September 1993
Skills
Estate Planning, Retirement Planning, Retirement, Tax, High Net Worth..., Investments, Small Business, Leadership, Succession Planning, Personal Finance, Management, Financial Services, CPA, 401k Rollovers, Annuity Sales, Relationship Building, IRA Rollovers, Public Speaking, Multi-generational..., Gifting Strategies, Term Life Insurance, Seminar Marketing, Permanent Life Insurance, Asset Protection, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Education Funding..., Charitable Giving, Legacy Planning, Finance, Accounting, Securities
Education
Professional Designations 1988 — 2015
CPA, Certified Public Accountant - NJ
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Accounting, Accounting
City University of New York-Baruch College
Masters Science Taxation, Taxation
FASHIONPHILE February 2015 - Present
Pat Areias April 2014 - January 2015
Golden State Fruit December 2013 - December 2013
New York Life Insurance Company July 2012 - August 2013
All State Packers May 2009 - May 2012
Shenker - The Total English Experience September 2008 - April 2009
Infront Sports & Media AG October 2007 - April 2009
Skills
Social Networking, Sales, Social Media, Marketing, New Business Development, Microsoft Office, Microsoft Word, PowerPoint, Public Relations, Start-ups, Negotiation, English, Risk Management, HTML, Sports, Networking, Customer Satisfaction, Customer Service
Education
SDA Bocconi 2005 — 2008
Bachelor of International Economics and Finance, International Economics and Finance
Sacramento City College 2002 — 2004
Associate of Arts and Sciences (AAS), General Studies
Michael Page July 2015 - Present
YP December 2014 - July 2015
Connoisseur Media January 2014 - December 2014
Greater Media - 95.7 BenFM August 2013 - January 2014
Merlin Media / WWIQ 106.9 September 2012 - June 2013
New York Life Insurance Company March 2012 - September 2012
Strategic Experiential Group May 2009 - January 2012
Clear Channel Radio January 2010 - May 2010
Beasley Broadcast Group April 2009 - September 2009
Skills
Marketing, Sales, Customer Service, Social Media, Microsoft Excel, Event Planning, Microsoft Office, Public Speaking, PowerPoint, Account Management, Social Media Marketing, Marketing Strategy, Advertising, Microsoft Word, Social Networking, Facebook, Marketing Communications, New Business Development, Recruiting, Management, Online Advertising, Event Management, Online Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (BA), Criminal Justice, Communication
New York Life Insurance Company 2003 - Present
New York Life Insurance Company 2011 - 2014
New York Life Insurance Company 2009 - 2011
New York Life Insurance Company 2006 - 2009
New York Life Insurance Company 2003 - 2006
AXA US 1998 - 2003
Skills
Innovative Leadership, Management, Strategy, Talent Management, Recruiting, Process Improvement, Operations Management, Customer Service, Reporting & Analysis, Change Management, Relationship Management, Staff Supervision &..., Information Technology, Business Continuity, Financial Services, Insurance, Mutual Funds, Fixed Annuities, Retirement Planning, Securities, Retirement, Branding, Life Insurance, New Business Development, Variable Annuities, Leadership
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Criminal Justice
Saks Fifth Avenue December 2014 - Present
Saks Fifth Avenue October 2014 - December 2014
New York Life Insurance Company January 2014 - May 2014
Sacred Heart University January 2014 - May 2014
Lord & Taylor December 2010 - December 2013
The Chapel School May 2011 - August 2011
Skills
Microsoft Office, Human Resources, Recruiting, Customer Service, Leadership, Writing, Teamwork
Education
Sacred Heart University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Tuckahoe High School 2006 — 2010
High School Diploma
Sky High Pics February 2015 - Present
Coldwell Banker Residential Brokerage, Chester, New Jersey September 2013 - Present
New York Life Insurance Company September 1989 - July 2012
Chemical Bank April 1984 - May 1989
New York Life Insurance Company June 1980 - April 1984
Skills
Automation, Aircraft, Brand Development, Small Business, Customer Service, Disaster Recovery, Data Warehousing, Microsoft Excel, Foreclosures, Google Analytics, Internet, Loans, Lead Generation, Contract Negotiation, Project Management, Quality Assurance, Social Media, Technical Writing, Virtualization, Web Design, Warehousing
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1980
B.S., Computer Science
James Caldwell High School 1972 — 1975
High School, N/A, 12th
New York Life Insurance Company May 2015 - September 2015
The Garlic Rose September 2014 - May 2015
Hard Head Management and Productions May 2011 - August 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2014
Bacherlor's, Journalism and Media Studies
Wayne Valley High School
Capstone Partners Financial and Insurance Services October 2014 - Present
Northwestern Mutual February 2012 - September 2014
New York Life Insurance Company May 2008 - February 2012
Laguna Niguel Chamber of Commerce 2009 - 2010
Skills
Strategic Planning, Business Planning, Disability Insurance, Strategy, Small Business, Insurance, Retirement Planning, Strategic Financial..., Customer Service, Employee Benefits, Life Insurance, Wealth, Entrepreneurship, Leadership, Sales, Finance, Coaching, Management, Marketing, Long-term Care, Time Management, Sales Management, New Business Development, Financial Planning
Education
Saddleback College 2001 — 2003
Business
Dana Hills High 1997 — 2001
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company March 2013 - Present
Skills
401(k) Rollovers, IRA Rollovers, Retirement Planning, Wealth Preservation..., Business Insurance..., Insurance, Accounting, IRAs, Finance, Life Insurance, Securities, Estate Planning, Term Life Insurance, Investments, Financial Planning
Education
Sacred Heart University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
ADP February 2015 - Present
Smashburger June 2014 - January 2015
Attila Wings LLC June 2009 - June 2013
Enterprise Rent-A-Car February 2013 - May 2013
New York Life Insurance Company February 2012 - May 2012
Golden Dome Athletics September 2009 - May 2012
Best Buy March 2007 - June 2009
Skills
Customer Service, Teamwork, Microsoft Office, Leadership, Marketing, Training, Microsoft Excel, Time Management, PowerPoint, Organizational..., Waitressing, Communication Skills, Sales Promotion, Appointment Scheduling, Illustrator, Photoshop, Pilates, Promotions, Management, Employee Training, Problem Solving, Sales, Interviewing Skills, Execution of Business..., Cheerleading, Inventory Management, Office Administration, Entrepreneurship, Budgets, Telephone Skills, Outlook, Facebook, Public Speaking, Research, Recruiting, Social Networking, Social Media, Analysis, Team Leadership, Social Media Marketing, Retail, Access, Strategic Planning, Financial Analysis, Microsoft Word, Payroll, Marketing Strategy, Communication, Account Management, Accounts Payable &...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Bachelor of Science (B.S.), Management & Global Business
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA), Accounting
McGraw-Hill Higher Education November 2013 - Present
Accenture Duck Creek May 2015 - August 2015
New York Life Insurance Company May 2014 - August 2014
Rutgers University January 2014 - May 2014
Rutgers Business School April 2013 - April 2014
Rutgers University Administration and Public Safety September 2013 - November 2013
Rutgers University Career Services August 2013 - October 2013
IEEE June 2013 - August 2013
The Tutoring Center July 2010 - January 2013
Skills
Event Planning, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, Tutoring, English, Windows, Research, Teamwork, Facebook, Spanish, Data Analysis, Public Speaking, Leadership, Social Media, Social Networking, Time Management, Management, HTML
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Bachelor of Science (BS), Economics and Business Administration Minor
Piscataway High School 2009 — 2012
Inkwhy, Inc. July 2011 - Present
Hospitality Industry 1994 - July 2011
New York Life Insurance Company 1992 - 1994
Skills
Financial Services, Business Development, Strategic Planning, Management, Social Media Marketing, Strategic Partnerships, Lead Generation, Product Management, Strategy, Competitive Analysis, CRM, Start-ups, Account Management, Digital Marketing, Salesforce.com, Business Strategy, Customer Service, Leadership, Sales, Marketing
Education
Rutgers University-New Brunswick 2012 — 2012
Certificate in Entrepreneurship, Business, Management, Marketing, and Related Support Services
Temple University 1987 — 1992
Bachelor of Science (B.S.), Risk Management, Human Resources, 3.35
Liberty Travel June 2014 - Present
Wells Fargo December 2012 - October 2013
Wells Fargo February 2010 - December 2012
New York Life Insurance Company July 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Access, Banking, Insurance, Management, Risk Management, Analysis, Leadership, Data Analysis, Financial Analysis, Sales, Event Management, Social Media, Event Planning
Education
Rutgers University 2000 — 2006
Bachelor of Science (B.S.), Marketing
Burlington Township High School 1996 — 2000
High School Diploma
Viacom Media Networks/Nickelodeon Kids and Family Group March 2014 - March 2015
SOMOS@Viacom 2012 - 2015
Viacom Media Networks/Nickelodeon Kids & Family Group March 2012 - March 2014
MTV/Nickelodeon March 2011 - February 2012
MTV Networks January 2010 - May 2010
New York Life Insurance Company May 2009 - August 2009
Newark Public Schools May 2008 - May 2009
Skills
Management, Event Management, Event Planning, Marketing Strategy, Program Management, Marketing, Administrative..., Business Development, Leadership, Networking, Organization Skills, Time Management, Public Speaking, Interpersonal Leadership, Microsoft Office, Social Networking, Social Media, PowerPoint, Strategy, Customer Service
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Undergraduate Degree, Marketing and Management
RoadRunner Recycling October 2014 - Present
ZeroTurnaround December 2013 - May 2014
ZeroTurnaround June 2013 - November 2013
ZeroTurnaround February 2013 - May 2013
Application Security, Inc. October 2012 - February 2013
New York Life Insurance Company October 2011 - October 2012
Skills
Salesforce.com, Sales, Entrepreneurship, Analysis, Critical Thinking, New Business Development, Business Development, Sales Process, Ninja Skills, Account Management, CRM, Italian cuisine, Sculpture, Firearms, Direct Sales, SaaS, Finance, Solution Selling, Precision Haircutting, Social Media
Education
Suffolk University, Class of 2011 2009 — 2011
Bachelor's degree, Entrepreneurial and Small Business Operations
Saint Anselm College 2007 — 2009
Economics
BC High 2003 — 2007
Social Security Administration April 2015 - Present
Internal Revenue Service November 2012 - April 2015
Pho Minh's April 2012 - November 2012
New York Life Insurance Company October 2011 - January 2012
Skills
Customer Service, Leadership, Government, Public Speaking, Outlook, Policy, Analysis, Microsoft Excel, Research, Microsoft Office, Policy Analysis, Microsoft Word, Access, Training, Time Management, Public Policy, Nonprofits, PowerPoint, Sales, Data Entry, Marketing, Business Strategy, Insurance
Education
Rutgers University-New Brunswick 2006 — 2011
Bachelor’s Degree, Economics
ADP November 2000 - Present
MetLife February 2000 - November 2000
Bear Stearns November 1998 - February 2000
UPS March 1998 - November 1998
Mercedes Benz USA August 1993 - March 1998
Morgan Stanley Smith Barney December 1991 - August 1993
New York Life Insurance Company February 1989 - December 1991
Thompson McKinnon June 1986 - February 1989
Skills
DB2, SQL Tuning, z/OS, Performance Tuning, Mainframe, Database Design, Data Modeling, COBOL, Database Administration, IBM Mainframe, ISPF, JCL, TSO, MVS, CICS, SQL, Relational Databases, Data Migration, Databases, Unix, Linux, Disaster Recovery, QMF, SDLC, AIX, Stored Procedures, Oracle, Software Development, Websphere, Testing, Business Analysis, WebSphere, IBM AIX
Education
Rutgers University-New Brunswick 1982 — 1986
BA/BA, Computer Science/Economics
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company September 2007 - December 2011
AXA Equitable January 1994 - September 2007
Skills
Marketing, Leadership, Marketing Strategy, Email Marketing, Sales, Executive Management, Product Development, Management, Market Research, Program Management, Online Marketing, Analysis, IRAs, Marketing Communications, Retirement, Fixed Annuities, Insurance, Retirement Planning, Investments, Financial Services, Team Building, Life Insurance, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BFA, Theatre
Hillsborough High School, Hillsborough, NJ 1982 — 1986
Somerset County Vocational and Technical Schools 1984 — 1986
Gifted and Talented Performing Arts Program, Theatre/Theater
New York Life Insurance Company June 2015 - August 2015
Think Tree Technologies,Inc June 2014 - September 2014
Rutgers Telefund January 2013 - April 2013
Skills
Customer Service, Qualtrics, SPSS, Leadership, Technical Editing, Public Speaking, Teamwork, HTML, Access, Social Networking, Python, Research, CSS, Microsoft Word, Cold Calling, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Java
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
South Brunswick High School 2008 — 2012
High School Diploma
White Coffee Corp. June 2011 - Present
New York Life Insurance Company March 2005 - May 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Customer Service, Strategic Planning, Budgets, Public Speaking, Insurance, Graphic Design, Leadership, Inventory Management, Event Planning, Marketing, Marketing Strategy, Product Development, New Business Development, Social Media Marketing, Advertising, Marketing Communications, Social Media, Marketing Management, Training, Brand Development, Food Service, Social Networking, Event Management, Online Advertising, Business Planning, Management
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2003
Bachelor of Fine Arts (B.F.A.), Bechelor of Fine Arts
New York Life Insurance Company July 2014 - Present
MetLife June 2011 - February 2014
SCOR Global Life Re Insurance Company April 2010 - June 2011
Guardian Life Insurance Company of America September 1995 - December 2009
John Alden Life Insurance Company 1991 - 1995
Prudential Life Insurance Company 1988 - 1991
American Stock Exchange August 1987 - March 1988
Skills
Financial System..., Retirement Product..., Post-Acquisition..., Functional..., Leadership, Retirement, Financial Analysis, Accounting, Strategic Financial..., Forecasting, Internal Controls, Financial Reporting, Auditing, Finance, Internal Audit, Analysis, Corporate Finance, Strategy, Financial Modeling, Budgets, Mergers & Acquisitions, Project Management, Insurance, Business Planning, Financial Services, Management, Business Process..., Product Design, General Ledger, Due Diligence, Executive Management, IFRS, Mutual Funds, Risk Management, Financial Statements, GAAP, Tax, Sarbanes-Oxley, Sarbanes-Oxley Act, Accounts Receivable, Financial Risk, Managerial Finance, Enterprise Risk..., SEC filings, Pricing, Start-ups, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Master of Business Administration (M.B.A.), Finance
Villanova University 1983 — 1987
Bachelor of Arts (B.A.), Business, Philosophy minor
New York Life Insurance Company September 2009 - Present
AXA Advisors September 2008 - July 2009
MetLife June 2007 - September 2007
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Mutual Funds, Retirement, Fixed Annuities, Health Insurance, IRAs, Wealth Management, Series 7, Series 63, General Securities..., Finance, Securities, Microsoft Office
Education
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
The American College 2007 — 2007
Rutgers Business School April 2011 - May 2013
Ernst & Young June 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Accounting
Rex Global Wealth Management September 2009 - Present
Advisory Services Group, LLC November 2008 - Present
New York Life Insurance Company May 2001 - August 2008
American Express Financial Advisors, Inc January 1999 - April 2001
Skills
Wealth Management, Retirement Planning, Estate Planning, Field Advisor Support, Case Design and Analysis, Financial Planning...
Education
Rutgers University
Master of Business Administration (MBA)
Bristol-Myers Squibb January 2015 - Present
New York Life Insurance Company June 2012 - December 2014
Rutgers Recreation June 2009 - May 2013
Skills
Leadership, Client Development, Teamwork, Networking, Microsoft Office, Social Networking, Time Management, Public Relations, Windows, Macintosh, Analytical Reasoning, Manage Client..., Client Prospecting, Writing, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's degree, Economics and Political Science
Verizon March 2015 - Present
Verizon January 2012 - Present
Verizon Wireless December 2004 - January 2012
Verizon Wireless February 2001 - December 2004
GE 2000 - 2002
New York Life Insurance Company 1998 - 2000
Merrill Lynch 1996 - 1998
Nabisco Foods Group 1995 - 1996
Skills
Wireless, Optical Fiber, MPLS, VoIP, IP, Network Design, Active Directory, Requirements Analysis, ISDN, BGP, Enterprise Mobility, WAN, Switches, Network Engineering, TCP/IP, Network Architecture, Ethernet, QoS, Routing, Juniper, Network Security, Telecommunications, Frame Relay, OSPF, ATM networks, IPv6, LTE, CDMA, SIP, WiFi, Wireless Networking, Computer Network..., EVDO, 4G, SNMP, WiMAX, Cellular Communications, Routers, SS7, 3G, Unified Communications, LAN-WAN, Cisco Technologies, GSM, Telephony, Routing Protocols, UMTS, System Deployment, SDH, Fiber Optics
Education
Carson Long
Rutgers University-New Brunswick
1993-1995
Olympia Capital Markets Group March 2013 - Present
Investors Capital January 2013 - Present
John Thomas Financial 2012 - 2012
New York Life Insurance Company August 2011 - December 2011
Anne Seggerman January 2010 - December 2011
Skills
Hold Series 7, Series 63, Life & Health Insurance..., CFA candidate
Education
Sacred Heart University 2006 — 2010
Bio-Premed
Johnson & Johnson September 2014 - Present
Pat Simon Productions May 2007 - Present
New York Life Insurance Company June 2014 - September 2014
The Great Atlantic & Pacific Tea Company March 2011 - May 2014
Office of Instructional and Research Technology - Rutgers University February 2009 - April 2011
Comcast Spotlight June 2008 - December 2008
Rutgers University Television Network October 2007 - February 2008
Skills
Final Cut Pro, Video Production, Video, Multimedia, Editing, Video Editing, Final Cut Studio, Television, Camera, Directing, HTML, CSS, Producing, Content Management, Photoshop, Microsoft Office, Commercials
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BA, Communication
Workforce Opportunity Services October 2014 - Present
New York Life Insurance Company July 2014 - October 2014
Business Consulting for Education & Operations October 2013 - October 2014
Nüe Resource Funding September 2013 - July 2014
United States Army Reserve March 2010 - July 2013
US Army April 2008 - February 2010
US Army September 2005 - December 2008
Skills
Leadership, Team Building, Public Speaking, Teamwork, Leadership Development, PowerPoint, Financial Analysis, Project Planning, Microsoft Excel, Term Life Insurance, Asset Protection, Project Management, Program Management, SDLC, Agile Project Management, Scrum, Instantis, Clarity, Microsoft Project Server, Microsoft Word, Training, Social Media, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor’s Degree, Human Resources Management/Personnel Administration, General, 3.5
New York Life Insurance Company July 2013 - Present
Council on Foreign Relations January 2013 - July 2013
PVH October 2012 - January 2013
Rutgers University May 2010 - May 2012
GameStop May 2009 - May 2012
Skills
Human Resources, Leadership, Data Analytics, Microsoft Excel, Benefits Administration, Microsoft Office, Lawson HRIS, General Administrative..., Employee Resource Groups, SAP BW, Employee Benefits
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor’s Degree, Human Resources Management/Psychology, Cum Laude Graduate
Yodle Health Insurance Agent/BrokerUSA Benefits GroupSeptember 2014 - Present
Isaacs Pearl April 1992 - Present
The College Money Team January 2014 - September 2014
New York Life Insurance Company February 2013 - September 2013
Seneca One Finance April 2010 - November 2012
Newave Agency August 2008 - January 2011
Heartland Payment Systems 2009 - 2010
UGA MEGA Life and Health Insurance November 2002 - August 2008
Pulsecom 1994 - 2001
Skills
Mortgage Banking, Risk Management, Insurance, Life Insurance, Retirement Planning, Health Insurance, Employee Benefits, Sales Management, Personal Finance, Customer Service, Team Building, Fixed Annuities, Business Development, Leadership, Sales Presentations, Selling, Customer Satisfaction, Direct Sales, Sales
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1982
N/A, English / Business
McNair Academic High School 1979 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
LC BUSINESS SOLUTIONS December 2008 - Present
JP MORGAN CHASE BANK October 2007 - December 2008
New York Life Insurance Company September 2006 - October 2007
Humana February 2006 - August 2006
INFORMATION RESOURCES, Inc August 2003 - August 2005
Information Resources Inc. March 2001 - August 2003
Information Resources Inc. October 1999 - March 2001
HEWLETTPACKARD COMPANY June 1996 - August 1999
Skills
Teaching, Training Delivery, Online Marketing, Direct Sales
Education
Rutgers Graduate School of Management 1994 — 1998
Master, Business Administration
Rutgers University-New Brunswick 1991 — 1995
Bachelor of Arts, Communication
State Farm August 2014 - Present
New York Life Insurance Company January 2010 - June 2014
Dashers Insurance Services January 2003 - January 2010
Primo Real Estate Appraisals January 2000 - January 2003
Skills
Insurance, Retirement, Annuities, Protection, Retirement Planning, Estate Planning, Disability Insurance, Financial Planning, Health Insurance, Term Life Insurance, Employee Benefits, IRA's, Investments, Long Term Care, Health, Business Planning, Securities, Small Business, Long-term Care, Strategic Planning, Public Speaking, Problem Solving, Risk Management, Financial Analysis, Mutual Funds, New Business Development, 401k, Asset Management, Planning, Insurance Planning, Wealth Management, Wealth, Annuity, Group Benefits, Whole Life, Series 7, Pensions, Wealth Accumulation, Fixed Annuities, Asset Protection, Portfolio Management, Budgeting, Investment Advisory, Retirement Income..., Asset Allocation, Succession Planning, Financial Advisory, Account Management, Customer Service, Underwriting
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Arts, Communications
Saddleback College 1996 — 2001
Associates, General Study
MRV Communications April 2015 - Present
sideLook Consulting April 2008 - Present
Globe Specialty Metals August 2009 - September 2013
Geller & Company August 2004 - April 2008
IPG February 2003 - August 2004
New York Life Insurance Company July 2000 - February 2003
KPMG October 1998 - July 2000
Federal Bureau of Investigation May 1989 - October 1998
Skills
SOX, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Sarbanes-Oxley, Due Diligence, Risk Management, Enterprise Risk..., Forensic Accounting, Auditing, Corporate Governance, Fraud, IT Audit, Mergers & Acquisitions, Operational Risk, Operational Due..., Accounting, Finance, Financial Statements, Variance Analysis
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Rutgers University September 2011 - Present
Rutgers University January 2012 - June 2012
Rutgers University September 2011 - December 2011
Center For Advanced BioTechnology and Medicine February 2010 - September 2011
New York Life Insurance Company June 2009 - August 2009
Yavapai College February 2009 - May 2009
Sonic Drive-In March 2008 - May 2009
Bluewater Marketing Group June 2007 - September 2007
Rutgers University Catering September 2005 - September 2007
Old Man Raffertys 2006 - 2006
Skills
Circular Dichroism, Transmission Electron..., Atomic Force Microscopy, Java, Python, Pymol
Education
Rutgers University-New Brunswick 2004 — 2010
BA, Biomathematics
Yavapai College 2008 — 2008
NA, Education
Huntington National Bank December 2014 - Present
Apex Executive Solutions,Inc June 2013 - Present
New York Life Insurance Company January 2012 - June 2013
MetLife April 2004 - January 2012
MetLife April 2008 - March 2011
MetLife October 2006 - March 2008
John Hancock Financial Services April 2002 - April 2004
Skills
Disability Insurance, Financial Advisory, Fixed Annuities, Life Insurance, Retirement Planning, IRAs, 401k, Mutual Funds, Strategic Financial..., Investments, Asset Allocation, Wealth Accumulation, 401k Rollovers, Income Protection, Investment Strategies, Key Person Insurance, Long Term Care Insurance, Portfolio Management, Asset Management, Finance, Retirement, Small Business, Financial Services, Financial Planning
Education
Saginaw Valley State University 1997 — 1998
Business and Marketing
Eisenhower High School 1994 — 1997
Geller & Company January 2015 - March 2015
Toy Industry Association December 2006 - December 2014
Publicis Groupe February 2006 - December 2006
New York Life Insurance Company September 2005 - January 2006
Louis Vuitton January 2005 - May 2005
Kumon North America 1999 - 2005
Accounting Consultant May 1997 - October 1999
Agrevo Environmental February 1995 - May 1997
UPS January 1993 - February 1995
ESCADA March 1992 - October 1992
Skills
Accounting, Financial Statements, Financial Analysis, Budgets, Payroll, Auditing, Financial Accounting, Account Reconciliation, Management, Forecasting, Accounts Payable, GAAP, Fixed Assets, General Ledger, Internal Controls, Finance, Financial Reporting, Variance Analysis, Monthly Close Process, Accounts Receivable, Sales & Use Tax, Consolidated Financial..., Microsoft Excel, Internal Audit, MS Great Plains, Microsoft Word, Salesforce.com, •Eliminated manual..., •Established..., •Improved efficiency..., •Implemented new...
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
Bachelor of Science (BS), Accounting
Philadelphia Financial March 2014 - Present
JMA Strategies, LLC 2012 - Present
Crown Global Insurance Group November 2012 - December 2013
New York Life Insurance Company March 2011 - March 2012
The Hartford 2002 - 2011
The CIT Group 1999 - 2002
JPMorgan 1996 - 1999
Thomson Financial Services 1995 - 1996
Prudential Financial 1988 - 1995
Skills
Sales Management, Financial Services, Business Strategy, Leadership, Business Development, Marketing Strategy, Building Relationships, Delivering Results, Technology Leadership, Insurance, High Performance Teams, Contract Negotiation, Relationship Management, Strategic Planning, Executive Management, Asset Management, CRM, Consulting, IT Strategy, Investments, Management, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics (Finance)
Seton Hall University
MBA
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2011 - September 2012
New York Life January 2001 - September 2011
ClientLogic 1998 - December 2000
LCS Industries 1993 - 1998
Skills
SAS, SQL, Shell Scripting, Excel, PowerPoint, Microsoft Office, Insurance, Business Objects, Unix, Word, Business Objects Web..., Toad, Excel Macros, Microsoft Excel, Analytics, Microsoft Word, Segmentation, Marketing Research, Data Analysis, Database Marketing, Business Analysis, Marketing Analytics, Predictive Analytics, Analysis, Spotfire, SharePoint, Data Mining, Predictive Modeling
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BA, Marketing
Lyndhurst High School 1984 — 1988
New York Life Insurance Company April 2011 - Present
New York Life Insurance Company March 2008 - April 2011
Mellon-ACS September 2004 - March 2006
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1997
Bachelor of Arts, Liberal Arts
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company March 2008 - September 2012
New York Life Insurance Company September 2006 - March 2008
New York Life Insurance Company January 2003 - March 2006
Skills
Visio, SQL, JCL, DB2, XML, Oracle, COBOLII/LE, Java, Microsoft SQL Server, WebSphere Message Broker, WebSphere MQ, IBM Utilities, Access, Microsoft Office, Lotus Notes, Technical Leadership, C/C++, C#, Basic Assembly Language, Python, Ksh Shell Scripting, Unix/Linux, WebSphere Application..., Management, PL/1, JavaScript, ICETOOL, HTML/XHTML, Rumba, Technical Support, VBScript, PL/SQL, ASP, TSO/ISPF, Windows, Serena Version Manager, Software Documentation, Process Improvement, IT Strategy, Troubleshooting, Customer Service, Visual Basic 5.0/6.0, Rational Software..., Strategic IT Management, HTML 5, AJAX, CSS3, jQuery, Django, COBOL
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics
The Chubb Institute 2000 — 2001
Diploma, Computer Programming
Matawan High School
New York Life Insurance Company March 2000 - August 2012
Merck Medco Managed Care July 1998 - March 2000
PwC June 1996 - July 1998
Prudential Financial January 1985 - November 1995
Skills
Project Management, Data Warehousing, Business Intelligence, Business Analysis, Databases, Insurance, Mutual Funds, Fixed Annuities, Life Insurance, Software Development..., Applications Software...
Education
Stevens Institute of Technology 1991 — 1996
Master's degree
Rutgers University 1980 — 1985
BS, Economics & Computer Science
IKEA Group October 2013 - Present
IKEA Group April 2010 - October 2013
Latitude September 2008 - April 2010
New York Life Insurance Company 2007 - 2008
Skills
Account Management, Recruiting, New Business Development, Cold Calling, Talent Acquisition, Employee Benefits, Qualifying Prospects, Microsoft Office, Technical Recruiting, Sourcing, Onboarding, Selling, Interviews, Applicant Tracking..., Internet Recruiting, Human Resources, Talent Management, Performance Management, Email, Management, Employee Relations, College Recruiting, HRIS, Succession Planning, Benefits Administration, New Hire Orientations, Personnel Management, Employee Engagement, Deferred Compensation, Hiring, Sales
Education
Ryerson University 2004 — 2006
B. Comm, Human Resources Management and Services
Sheridan College 2001 — 2003
Business Admin. HR Management
Georgetown District High School 1993 — 1998
Ontario Secondary School Diploma
New York Life Insurance Company Launch Driver/Information Deskindian harbor yacht club2007 - 2008
Education
Sacred Heart University 2004 — 2008
Iona Prep 2000 — 2004
HS Diploma
Regina Pointer Consulting February 2009 - Present
New York Life Insurance Company March 2008 - December 2008
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BA, Business
The NPD Group June 2014 - Present
Merrill Lynch April 2007 - June 2014
Merrill Lynch June 2006 - April 2007
Merrill Lynch November 2004 - June 2006
New York Life Insurance Company March 2004 - November 2004
Skills
Derivatives, Series 7, Fixed Income, Middle Office, Emerging Markets, Series 63, Swaps, Trading, Securities, Equities, Options, Trading Systems, Credit Derivatives, FX Options, Interest Rate..., Financial Modeling, Bloomberg, Equity Derivatives, Electronic Trading, Hedge Funds, Bonds
Education
Sacred Heart University 1999 — 2003
Bachelor's Degree, Finance and Business Administration
New York Life Insurance Company August 2009 - Present
AXA February 2005 - May 2009
AXA February 2005 - August 2006
Travelers Life & Annuity April 2001 - February 2005
Prudential Investments September 1989 - January 2001
Skills
Marketing, Insurance, Lotus Notes, Vendor Management, Internal Communications, Visio, Outlook, Relationship Management, Executive Management
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1993
Business Administration
Berkeley College 1988 — 1989
Executive Secretarial Studies
New York Life Insurance Company April 1994 - Present
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
New York Life Insurance Company 2013 - Present
Education
Thomas Edison State College 2009 — 2010
Bachelor's degree, Psychology
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2007
JPMorgan Chase June 2014 - Present
New York Life Insurance Company February 2013 - June 2014
New York Life Insurance Company March 2009 - February 2013
AllianceBernstein 2006 - 2008
Skills
Series 7, Consultative Selling, Retirement Planning, Insurance, Customer Relations, New Business Development, Annuities, Mutual Funds, Investments, Capital Markets, Series 63, Series 65, Series 24, 401k, Customer Service, Fixed Annuities, Retirement
Education
Rutgers University-New Brunswick 1995 — 2000
New York Life August 2005 - Present
New York Life Insurance Company August 2005 - Present
MassMutual Financial Group July 1995 - August 2005
Skills
Retirement Planning, Investment Strategies, Insurance, Investments, Income Protection, Life Insurance, Licensed in Long Term..., Estate Planning, Lifetime income..., Retirement, Supplements to Employee..., IRAs, Small Business..., IRA rollover, 401-k rollover, Key Person Insurance, Annuity Sales, Financial Services, Business Insurance..., LUTCF, Series 6, College Savings Plans, 401k Rollovers
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1973
Bachelor of Applied Science (B.A.Sc.)
Prudential Financial August 2005 - Present
New York Life Insurance Company February 2003 - August 2005
Skills
Financial Modeling, Bloomberg, Fixed Income, Valuation, Data Analysis, Financial Analysis, Equities, Investments, SAS, Business Analysis, Equity Research, Portfolio Management, Mutual Funds, SDLC, Predictive Modeling
Education
Rutgers University 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company October 2014 - Present
UXC Eclipse September 2013 - October 2014
Merck January 2012 - October 2013
Philips September 2010 - January 2012
WB Mason July 2004 - September 2010
Skills
Building Relationships, Business Process, CRM, Data Analysis, Direct Sales, ERP, Information Technology, Management, New Business Development, Process Improvement, Program Management, Project Management, SDLC, Sales, Training, Troubleshooting, Vendor Management, Business Analysis, Account Management, Business Process..., Team Building, Marketing, Cold Calling, Negotiation, Leadership, Customer Service, Sales Process, Policy, Product Development, Accounts Receivable, Microsoft Office, Business Strategy, SharePoint, Key Account Management
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2009
BA, Marketing
CertSchool - PMP Prep
Curam Software November 2008 - Present
CGI August 2008 - October 2008
CGI February 2005 - October 2008
New York Life Insurance Company August 2005 - January 2006
Education
Rutgers University-New Brunswick 2004 — 2008
Bachelors, Information Technology
QBE Insurance 2009 - Present
AXA 2004 - 2009
New York Life Insurance Company 1996 - 2000
Skills
Operational Excellence, Business Analysis, Six Sigma, Process Improvement, Business Process..., Insurance, Risk Management, Financial Services, Change Management, Management, Finance, Business Process, Strategy, Internal Controls, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
Accounting
Williams Lea May 2011 - Present
New York Life Insurance Company August 2010 - December 2012
Credit suisse May 2007 - November 2009
Goldman Sachs October 2004 - April 2007
Skills
Adobe Acrobat, Customer Service, Estate Planning, Fixed Annuities, Health Insurance, Insurance, Investments, Life Insurance, Management, Microsoft Office, Mutual Funds, Outlook, PowerPoint, Project Coordination, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Microsoft Excel, Leadership, Financial Analysis, Microsoft Word, Disability Insurance, Term Life Insurance
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
BA, Biology
New York Life Insurance Company November 1993 - Present
Education
William Paterson University of New Jersey (MBA) 2001 — 2004
MBA, Finance
Rutgers University-New Brunswick 1988 — 1992
Economics
New York Life Insurance Company August 2012 - Present
Dicks Sporting Goods August 2011 - August 2012
Dicks Sporting Goods August 2009 - July 2011
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Marketing Strategy, Microsoft Word, Event Planning, Marketing, Marketing Communications, Research, Coaching, Social Networking, Spanish, Sporting Goods
Education
Sacred Heart University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Walpole High School 2001 — 2005
High School Diploma
New York Life Insurance Company June 2010 - Present
Macy's November 2009 - January 2010
New York Life Insurance Company May 2009 - August 2009
CVS October 2006 - October 2007
Six Flags Great Adventure June 2005 - September 2005
Skills
Volunteering, Microsoft Office, HTML, IBM Mainframe, BMC Remedy, Lotus Notes, BAL, JCL, COBOL, Microsoft Excel, SharePoint
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BA, Information Systems
Amazon September 2014 - Present
J.P. Morgan Private Bank April 2011 - August 2014
J.P. Morgan Private Bank June 2010 - April 2011
New York Life Insurance Company 2009 - 2009
Skills
Digital Marketing, Marketing, Marketing Strategy, Strategy, Market Research, Leadership, Business Development, Project Management, Email Marketing, Lead Generation, Relationship Management, Financial Services, Online Marketing, Competitive Analysis, Public Speaking, Creative Strategy, Strategic Communications, CRM, Digital Strategy, Project Planning, Collaborative Problem..., Creative Solutions, Marketing Research, Networking, Data Analysis, Team Building, Cost Management, International Marketing, Account Management, SharePoint, Analytics, PowerPoint
Education
Columbia University - Columbia Business School 2013 — 2013
Rutgers University-New Brunswick
Rutgers, The State University of New Jersey-Newark
Marketing & Management
University of Melbourne - Melbourne Business School
Study Abroad, Management
Santander Bank, N.A. July 2014 - Present
Sovereign Bank July 2012 - August 2013
AspenCross Financial Group 2009 - 2012
New York Life Insurance Company December 2007 - July 2009
Newmediary 2000 - 2002
Skills
Series 63, Series 6, Wealth Management, 401k, Investments
Education
Sacred Heart University 1990 — 1995
BS, Criminal Justice
CIT August 2013 - Present
Fitch Ratings April 2012 - August 2013
New York Life Insurance Company May 1996 - April 2012
AT&T 1997 - 1998
Midlantic 1994 - 1996
Skills
Insurance, Financial Analysis, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Financial Reporting, Risk Management, Financial Accounting, Financial Risk, Risk Assessment, Sarbanes-Oxley, Mutual Funds, Cash Flow, Strategic Financial..., Due Diligence
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Bachelors of Science, Accounting
New York Life Insurance Company May 2013 - Present
Christmas Tree Shops November 2011 - September 2012
Walmart October 2006 - October 2011
Saginaw Valley State University May 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML
Education
Wal-Mart University 2010 — 2010
Assistant Manager Training Program, Retail Management, A
Saginaw Valley State University - College of Business and Management 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Saginaw Valley State University - College of Business and Management 2004 — 2006
Bachelor of Business Administration (BBA), Management
Bell 2006 - Present
Canada’s Olympic Broadcast Media Consortium February 2010 - August 2012
MTS Allstream 2002 - 2006
DGA Technologies Inc 1999 - 2002
KPMG in Canada 1994 - 1999
New York Life Insurance Company 1990 - 1994
Skills
Accounting, Forecasting, Financial Reporting, Budgets, Financial Analysis, Financial Modeling
Education
Ryerson University 1996 — 1997
BS Commerce, Accounting
University of San Agustin 1979 — 1983
Bachelor of Science in Commerce, Accounting
New York Life Insurance Company Financial AdvisorWMFS2001 - 2005
Education
Rutgers University-New Brunswick
Boyce Consulting LLC February 2012 - Present
New York Life International 1977 - 2012
New York Life Insurance Company 1977 - 2012
New York Life Enterprises 1977 - 2012
Skills
Fixed Annuities, Retirement, Series 6, Retirement Planning, Mutual Funds, Life Insurance, Series 63, Long-term Care, Insurance, Series 7, Disability Insurance, Financial Services, Securities, 401k, Strategic Financial..., Portfolio Management, Strategic Planning, Term Life Insurance, Long Term Care Insurance, Estate Planning, IRAs, Wealth Management, Pensions, Investment Advisory
Education
Rutgers University 1971 — 1975
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company December 2011 - Present
Dimension Trading Group LLC July 2010 - January 2011
Worldwide Flight Services 2006 - 2011
Skills
Investment Advisory, Wealth Management, Financial Planning, Retirement Planning, Mutual Funds, Asset Management, Asset Allocation, Stocks, Financial Analysis, Retirement, Estate Planning, Bloomberg, Financial Management, Strategic Financial..., Asset Managment, Investment Strategies, Series 7, Equities, Series 63, Securities, Finance, Analysis, Financial Advisory, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2010
Bachelor Degree, Finance
New York Life Insurance Company December 2011 - November 2012
PA House of Representatives September 2010 - December 2010
Skills
Research, Sales
Education
Rutgers University-New Brunswick 2014 — 2015
Master of Social Work (MSW), Clinical/Medical Social Work
Temple University 2009 — 2011
Bachelor's degree (BSW), Social Work
Pershing, a BNYM Company August 1997 - Present
New York Life Insurance Company January 1995 - August 1997
Education
Rutgers University 1992 — 1995
Bachelor of Science, Accounting
MetLife April 2015 - Present
New York Life Insurance Company January 2015 - April 2015
New York Life Insurance Company February 2014 - February 2014
Prudential Financial, Inc. January 2010 - August 2012
Prudential Financial, Inc. June 2006 - December 2009
Prudential Financial, Inc. June 2005 - June 2006
Prudential Financial, Inc. February 2004 - May 2005
Prudential Financial, Inc. August 2000 - February 2004
Prudential Financial, Inc. November 1999 - August 2000
Skills
Financial Reporting, Financial Analysis, Financial Planning, Planning & Analysis, Expense Reporting &..., Variance Analysis, Forecasting, Financial Modeling, Analysis, Notes to financial..., notes to audited..., notes to Statutory..., MD&A, Hyperion Essbase, Oracle Applications, Excel, Finance, Corporate Finance, Financial Services, Problem Solving, Access, Fluent in Spanish, Word, PowerPoint, Clarity, Strategic Financial..., Accounting, Lotus Notes, PeopleSoft, NAIC disclosures, Account Reconciliation, Wings (Statutory...
Education
Seton Hall University 2010 — 2016
MBA, Finance
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Finance
New York Life Insurance Company Senior AccountantNew York Life Insurance CompanyJuly 1979 - Present
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Auditing, Variance Analysis, Financial Accounting, Internal Controls, Accounting, Strategic Financial..., GAAP, US GAAP, Financial Statements, Sarbanes-Oxley Act, Accruals, SEC filings, CPA, Fixed Assets, Revenue Recognition, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1991
Bachelor's degree, Accounting and Finance
SEI November 2013 - Present
The William C. Dunkelberg Owl Fund January 2012 - May 2013
New York Life Insurance Company May 2012 - August 2012
CVS Caremark Corporation March 2011 - May 2012
Rutgers University - Susan L. Cullman Laboratory for Cancer Research September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Troubleshooting, Market Research, Data Entry, Critical Thinking, Spreadsheets, Statistics, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
Maverick Marketing LLC November 2013 - Present
New York Life Insurance Company May 2013 - October 2013
Louise Paris Ltd. November 2011 - October 2012
Louise Paris Ltd. July 2009 - November 2011
Skills
Microsoft Excel, Windows, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Q Apparel By Quantum..., Budgets, Strategic Planning, Employee Training, Negotiation, English, Public Speaking
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2009
Bachelor of Science (B.S.), Finance, General
New York Life Insurance Company June 2014 - Present
Rutgers New Brunswick Computing Services February 2013 - May 2014
Rutgers New Brunswick Computing Services April 2012 - May 2014
Skills
Windows 7, Troubleshooting, OS X, Windows, HTML, Windows XP, Computer Hardware, Microsoft Office, Technical Support, Help Desk Support, Customer Service, Active Directory
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BA, Information Technology and Informatics
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company July 2007 - March 2014
New York Life Insurance Company June 2004 - July 2007
Skills
Operations Management &..., Life and Health...
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Management Science
New York Life Insurance Company 2004 - Present
Skills
Customer Service, Business Systems..., Life Insurance...
Education
Rutgers, The State University of New Jersey-Newark
BS - Mmanagement Sciences