New York Life Insurance Company

Description

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Lisa McGrath Lisa McGrath Greater Atlanta Area Details
Lisa McGrath's New York Life Insurance Company Experience June 2003 - December 2012
Job Vice President of Strategy and Implementation at Commonwealth of Atlanta, LLC
Industry Financial Services
Experience
Commonwealth of Atlanta, LLC   November 2014 - Present
AVMA Group Life and Health Insurance Trust   August 2014 - Present
Senior Services of North Fulton   July 2014 - Present
NAIFA North Metro Atlanta   July 2014 - Present
National Financial Services Group  January 2014 - October 2014
Islands Consulting   January 2013 - December 2013
New York Life Insurance Company   June 2003 - December 2012
Jackson National Life  September 2001 - November 2002
Deutsche Asset Management  April 1998 - May 2001
John Alden Life Insurance Company  October 1993 - April 1997

Skills
Series 24, Investment Advisory, Retirement Income..., Executive Benefits, Succession Planning, Closely Held..., Retirement Planning, Securities, Key Person Insurance, New Business Development, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Demographics, Equity Indexed Annuities, Individual Pension Plans

Education
The American College   2013 — 2016
currently matriculated with the college to further my financial education

Salisbury University - Perdue School of Business   1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General

G. Scott Hayden, CLU®, ChFC®, MBA G. Scott Hayden, CLU®, ChFC®, MBA San Francisco Bay Area Details
G. Scott Hayden, CLU®, ChFC®, MBA's New York Life Insurance Company Experience May 1998 - Present
Job Founder and Principal of Hayden Financial & Insurance Solutions, Specializing in Financial, Business, & Estate Planning
Industry Financial Services
Experience
Hayden Financial & Insurance Solutions   1987 - Present
The Nautilus Group  June 2003 - Present
Eagle Strategies, LLC  2003 - Present
New York Life Insurance Company   May 1998 - Present
New York Life Securities LLC  1987 - Present

Skills
Estate Planning, Retirement Planning, Business Succession, Long-term Care, Customer Service, Retirement, Investments, Insurance, Strategic Planning, Small Business, 401(k) Rollovers, Long Term Care Insurance, Asset Protection, Key Person Protection, Life Insurance..., Legacy Planning, Business Exit Strategy, Business Insurance..., Buy-Sell Agreements, Business Succession..., Multi-Generational..., Wealth Preservation..., Wealth Transfer...

Education
Leadership San Ramon Valley
Graduate

St. Mary's College of California   1983 — 1985
Masters of Business Administration

Baldwin-Wallace College
Baschelor of Arts, Finance

The American College
Chartered Financial Consultant, ChFC

The American College
Chartered Life Underwriter, CLU

Stephanie Ducharme Stephanie Ducharme Swansea, Massachusetts Details
Stephanie Ducharme's New York Life Insurance Company Experience October 2009 - March 2010
Job Nursing Student (2years of BSN successfully completed)
Industry Hospital & Health Care
Experience
Salve Regina University  September 2012 - Present
Musician / Artist   September 2000 - Present
New York Life Insurance Company   October 2009 - March 2010
Retail  August 2009 - September 2009
Computershare Investor Services  August 2009 - September 2009
Federal Government  June 2004 - February 2008
Federal Government  June 2004 - February 2008
St. Williams Parish Community   April 2001 - May 2004
United States Post Office  June 2001 - September 2001
Filene's Department Store  May 2000 - December 2000

Skills
Interviews, Human Resources, Training, Public Speaking, Customer Service, Marketing, Insurance, Benefits Administration, Microsoft Office, Sales, Staff Development, Personnel Management, Medicare, Health Insurance, Security, Claim, Disability Insurance, Government, Policy, Policy Analysis, Public Policy, Psychology

Education
Salve Regina University   1999 — 2003
B.A, Psychology; Minor in English

West Warwick High School   1995 — 1999
Diploma-VALEDICTORIAN, Sciences and English

Audrey Boyd Audrey Boyd San Francisco Bay Area Details
Audrey Boyd's New York Life Insurance Company Experience May 2012 - June 2013
Job Customer Relations Manager at Autobahn Motors MercedesBenz
Industry Financial Services
Experience
Autobahn Motors Mercedes-Benz   September 2015 - Present
Lifecessories   March 2011 - Present
Senior Life Insurance Company, Headquarters in Thomasville, GA   March 2015 - September 2015
Bed Bath & Beyond  April 2015 - August 2015
New York Life Insurance Company   May 2012 - June 2013
State Farm Insurance  August 2010 - December 2011
Arola & Associates Insurance Agency   January 2008 - August 2008
State Farm Insurance  May 2002 - November 2005

Skills
Customer Service, Health Insurance, Life Insurance, Small Business, E-commerce, Marketing, Sales, Sales Operations, Team Building, New Business Development, Sales Management, Retail, Leadership, Social Networking, Social Media Marketing, Entrepreneurship, Direct Sales, Business Planning

Education
University of Phoenix   2007 — 2010
MBA/MKT, Business Marketing

Saint Mary's College of California   1993 — 1997
BA, Business Management

Laurel Lynn Scott Laurel Lynn Scott Phoenix, Arizona Area Details
Laurel Lynn Scott's New York Life Insurance Company Experience February 1986 - January 1989
Job Owner, Smarter Retirement Benefits, LLC
Industry Insurance
Experience
Smarter Retirement Benefits, LLC   October 2004 - Present
Innovative Financial Group  February 1989 - January 1999
New York Life Insurance Company   February 1986 - January 1989

Skills
Life Insurance, Long-term Care, Strategic Planning, Marketing, Medicare, Fixed Annuities, New Business Development, Insurance, Disability Insurance, Analysis, Sales Management, Health Insurance, Retirement, Customer Service, Public Speaking, Brokers, Term Life Insurance, Employee Benefits, Whole Life, Estate Planning, IRAs, Universal Life, Long Term Care Insurance, Underwriting, Small Business, Strategic Financial..., Critical Illness, Insurance Brokerage, Retirement Planning, Health Savings Accounts, Wealth Accumulation, Financial Planners, Financial Services, Wealth, Finance, 401k, Financial Planning

Education
University of Utah   1981 — 1985
Bachelor's degree, Business/Economics

Salt Lake Community College   1975 — 1976
Associate's degree, Accounting and Business/Management

Christophe Rodelli Christophe Rodelli Merion Station, Pennsylvania Details
Christophe Rodelli's New York Life Insurance Company Experience August 2015 - Present
Job Producer for New York life
Industry Financial Services
Experience
New York Life Insurance Company   August 2015 - Present
First Financial Group, LLC  June 2014 - August 2014
Kilbrides Yacht Services   May 2012 - August 2012
Kilbrides Yacht Services   May 2011 - August 2011
Kilbrides Yacht Services   May 2010 - August 2010
Kilbrides Yacht Services   May 2009 - August 2009

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, English, Teamwork

Education
Saint Joseph's University   2011 — 2015
Major: International Relations. Minor: Business & History

Devon Preparatory School   2007 — 2011

Jesse Lyon Jesse Lyon Reno, Nevada Area Details
Jesse Lyon's New York Life Insurance Company Experience December 2013 - July 2014
Job Professional Insurance Broker at Burns and Wilcox
Industry Financial Services
Experience
Burns and Wilcox  July 2014 - May 2015
New York Life Insurance Company   December 2013 - July 2014
TriNet  October 2013 - November 2013
Clear Capital  November 2006 - September 2013
Wells Fargo Bank  November 2004 - March 2006

Skills
Appraisals, Valuation, Mortgage Lending, Cyber Liability, Tech E&O, Equities, Loans, Insurance, Accounting, Microsoft Excel, Risk Management, Financial Modeling, Commercial Insurance, Portfolio Management, Due Diligence, Finance, Investment Banking, Underwriting, Real Estate Economics, Leadership, Sales, Investments, Asset Management, Capital Markets, Management

Education
Saint Mary's College of California   1999 — 2003
BA, History/English

Nefertiti Davis Nefertiti Davis United States Details
Nefertiti Davis's New York Life Insurance Company Experience July 2013 - September 2014
Job Financial professional seeking an opportunity to utilize aquired skill set in a challenging role.
Industry Financial Services
Experience
OMEGA Engineering  February 2015 - Present
American Income Life Insurance Company  September 2014 - January 2015
New York Life Insurance Company   July 2013 - September 2014
Covidien  September 2011 - July 2012
Covidien  May 2005 - September 2011
Fairfield YMCA  November 2001 - May 2005

Skills
Account Management, Analysis, Direct Sales, Customer Satisfaction, Problem Solving, 401k Rollovers, IRAs, Leadership, Sales, Customer Service, Relationship Management, Customer Insight, Product Launch, Team Building, Medical Devices, Forecasting, Management, Cross-functional Team..., Lifetime Income..., Legacy Planning, Business Succession..., Multi-generational..., Creative Problem Solving, Purchase Orders, Internal Audit, Invoice Processing, Compensation Planning, Financial Analysis, Financial Reporting

Education
Salem International University   2008 — 2009
MBA, International Business, 39.1 (Magna cum Laude)

University of Bridgeport   1995 — 1998
Bachelor of Arts (BA), Arts, Humanities & Social Science

Kerby Rigelman Kerby Rigelman Greater Minneapolis-St. Paul Area Details
Kerby Rigelman's New York Life Insurance Company Experience May 2012 - August 2012
Job Customer Sales Representative at C.H. Robinson
Industry Financial Services
Experience
C.H. Robinson   January 2014 - Present
College of Saint Benedict  August 2010 - December 2013
New York Life Insurance Company   May 2012 - August 2012
Saint John’s University  August 2010 - May 2012
Lake City Pool   June 2007 - August 2011
Red Wing Ice Company   June 2006 - September 2010

Skills
Data Analysis, Microsoft Word, Microsoft Excel, Research, Social Media, Public Speaking, Microsoft Office, Customer Service, Teaching, PowerPoint, Time Management, Marketing, Social Networking, Leadership, Critical Thinking, Facebook, Event Planning, Teamwork, Fundraising, Team Leadership, Spanish

Education
St. John's University   2010 — 2013
Bachelor of Arts (BA), Business Administration and Management, General

Justin Chavez Justin Chavez Greater Salt Lake City Area Details
Justin Chavez's New York Life Insurance Company Experience May 2007 - October 2007
Job Accountant at University of Utah Hospitals and Clinics
Industry Accounting
Experience
University of Utah Hospitals and Clinics  October 2014 - Present
LANDesk Software  August 2013 - October 2014
Sunnybrook Park HOA   July 2007 - December 2013
University of Phoenix  October 2008 - August 2013
O'Currance Teleservices, Inc.   March 2008 - September 2008
Encore Payment Systems  October 2007 - March 2008
New York Life Insurance Company   May 2007 - October 2007
All You Can Talk   March 2005 - June 2007
Circuit City  April 2004 - September 2006

Skills
Customer Service, Sales, Microsoft Office, Coaching, Student Financial Aid, Team Leadership, Leadership Development, Budgets, Sales Management, Strategic Planning, Outlook, PowerPoint, Analysis, Microsoft Excel, Microsoft Word, Retail, Accounting, Advisory, Staff Training, Planograms, Budgeting, Budget Analysis, Customer Relations, Documentation, Data Management, Excel, Event Management, Fundraising, Financial Analysis, Financial Planning, Hiring, Hosting, Insurance, Innovation, Internet, Inventory Management, Problem Solving, Word, Finance, Accounts Receivable, SAP, Salesforce.com, Bookkeeping, Management, Team Building, Networking, Employee Training, Leading Meetings

Education
University of Phoenix   2013 — 2016
Master of Business Administration (MBA), Accounting

University of Phoenix   2009 — 2012
BSB/ACC, Business Accounting, 3.01

Salt Lake Community College   2002 — 2007
Generals

Aurora Velez Aurora Velez Redwood City, California Details
Aurora Velez's New York Life Insurance Company Experience February 2013 - December 2014
Job Enterprise Technology Consultant at Oracle
Industry Computer Hardware
Experience
Oracle  December 2014 - Present
New York Life Insurance Company   February 2013 - December 2014

Skills
Business Development, Customer Service, Project Management, Microsoft Excel, Employee Benefits, Negotiation, Social Networking, Sales, Leadership, Financial Analysis, Budgets, Accounting, Analysis, Social Media, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Consulting

Education
Saint Mary's College of California   2014 — 2016
Master of Business Administration (MBA)

Santa Clara University   2006 — 2010
Bachelor's degree, Finance

Notre Dame High School   2002 — 2006

Alex Wallerich Alex Wallerich Greater Minneapolis-St. Paul Area Details
Alex Wallerich's New York Life Insurance Company Experience April 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2014 - Present
JMC, Inc.   June 2012 - March 2014
The Railhouse Grill   April 2011 - March 2014
The Jewel Golf Club   August 2006 - August 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Committed to..., Entrepreneurship, Teamwork, Time Management, Sales, Adaptability, Business, Business Analysis, Social Networking, Critical Thinking, Leadership

Education
St. John's University   2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, Class of 2012

Lake City High School   2004 — 2008

Ismael DelaRosa Ismael DelaRosa Norfolk, Virginia Details
Ismael DelaRosa's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2014 - Present
Marine Corps Recruiting  June 1994 - June 2014

Skills
Leadership, Military, Strategic Planning, Human Resources, Operations Management, Project Management, Customer Service, Government, Team Building, Risk Management, Team Leadership, Active Top Secret..., Security Management, Team-oriented, Recruiting, DoD, Management, Business Insurance..., Buy-sell Agreements, Customer Satisfaction, 401(k) Rollovers, Retirement Planning, Term Life Insurance, Permanent Life Insurance, Business Succession..., Supplements to Employee...

Education
Saint Leo University   2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.75

Saint Leo University   2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.95

Richard Fullmer Richard Fullmer Greater Salt Lake City Area Details
Richard Fullmer's New York Life Insurance Company Experience February 2013 - Present
Job Dedicated Financial Services Professional, blessed husband and father of 5
Industry Financial Services
Experience
NYLIFE Securities LLC  October 2013 - Present
New York Life Insurance Company   February 2013 - Present
.   July 1999 - June 2013
Jordan School District  August 1999 - May 2002

Skills
Insurance, Retirement Planning, Customer Service, Life Insurance, Entrepreneurship, Investments, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Protection..., Financial Services, Licensed Life Insurance...

Education
.   2013 — 2013
Series 6, Series 63, Securities

.   2013 — 2013
Life, Health, Disability Insurance

University of Utah   2000 — 2003
Bachelor's degree, Speech Communication- Interpersonal

.   1999 — 2003
Board Certification in Hearing Instrument Sciences, Hearing Instrument Specialist

Salt Lake Community College   1999 — 2000
Associate's degree, Science

Cottonwood High School   1993 — 1996

Meaghan Madgett Meaghan Madgett San Francisco Bay Area Details
Meaghan Madgett's New York Life Insurance Company Experience May 2011 - September 2011
Job Customer Care Account Manager at Linksoul
Industry Higher Education
Experience
Linksoul   June 2012 - Present
Saint Mary's College of California  September 2008 - May 2012
New York Life Insurance Company   May 2011 - September 2011
24 Hour Fitness  May 2010 - November 2010
New Castle Golf Course   May 2009 - September 2009
New York LIfe Insurance Company   May 2006 - September 2007
Abercrombie & Fitch  May 2006 - September 2006

Skills
HTML Coding, Excel Services, Photoshop, Fireworks, Microsoft Office, Facebook, HTML, Photoshop, Adobe Fireworks, Customer Service, Microsoft Excel, Social Media Marketing, Social Media, PowerPoint, Retail, Training

Education
Saint Mary's College of California   2008 — 2012
Business Administration, Marketing

Amanda Drinkhouse Amanda Drinkhouse Belton, Missouri Details
Amanda Drinkhouse's New York Life Insurance Company Experience June 2012 - Present
Job Student at Saint Louis University
Industry
Experience
Saint Louis University  September 2012 - Present
New York Life Insurance Company   June 2012 - Present
Foo's Fabulous Frozen Custard   October 2009 - April 2011

Skills
Microsoft Excel, PowerPoint, Research, Statistics, Microsoft Office, Microsoft Word, Public Speaking, Access, Spanish, Analysis, Social Media, Photography, Teamwork

Education
Saint Louis University   2011 — 2015
Bachelor of Business Administration (BBA), Economics

Saint Louis University-Madrid   2014 — 2014
Study abroad

Xavier University   2011 — 2012

Kathleen Parasimo Kathleen Parasimo Greater Philadelphia Area Details
Kathleen Parasimo's New York Life Insurance Company Experience September 2002 - July 2007
Job Account Executive at SBGASmall Business Growth Alliance
Industry Financial Services
Experience
Small Business Growth Alliance  July 2013 - Present
American Express OPEN  December 2011 - June 2013
Canon Solutions America  June 2010 - December 2011
Staples  August 2007 - June 2009
New York Life Insurance Company   September 2002 - July 2007
Depository Trust and Clearing Corp  November 1988 - February 2002

Skills
Account Management, Direct Sales, Territory Planning, Acquisition of new..., New Business Development, Business Development, Sales Operations, Sales Presentations, Change Management, Business Process..., Relationship Management, SaaS, Sales Process, Leadership, Negotiation, Forecasting, Process Improvement, Strategic Planning, Vendor Management, Management, Team Building, Training, Team Leadership, Selling, Business Analysis, Contract Negotiation, Lead Generation, B2B, Strategy, Mergers & Acquisitions, Customer Retention, Building Relationships, Cold Calling, Key Account Management, Sales Management, Financial Services, Cross-functional Team..., Business Intelligence, Sales, Management Consulting, Customer Service, Business Strategy, Marketing, Salesforce.com, Pricing, CRM, Solution Selling, Competitive Analysis, Finance, Strategic Partnerships

Education
Saint John's University
B.A, Economics and Finance

St. John's University, Queens, NY
Bachelor of Arts, Economics and Finance

Andrew Perseghin Andrew Perseghin Greater New York City Area Details
Andrew Perseghin's New York Life Insurance Company Experience April 2014 - Present
Job Corporate Vice President at New York Life
Industry Information Technology and Services
Experience
New York Life Insurance Company   April 2014 - Present
New York Life Insurance Company   July 2012 - April 2014
New York Life Insurance Company   March 2011 - July 2012
New York Life Insurance Company   January 2010 - March 2011

Skills
Project Management, Business Analysis, Quality Assurance, Life Insurance, Variable Annuities, Customer Service, PowerPoint, Microsoft Excel, Visio, MS Project, Microsoft Word, Project Estimation, Business Strategy, Insurance, Series 63, Series 7, Risk Management, Strategic Planning

Education
St. Peter's College   2006 — 2010
Master of Business Administration (MBA), Finance, General

St. Peter's College   2000 — 2004
Bachelor's degree, Business Administration and Management, General

Nathan Wright Nathan Wright Locust Grove, Virginia Details
Nathan Wright's New York Life Insurance Company Experience October 2012 - March 2014
Job Personal Banker 2, Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo  February 2015 - Present
MassMutual Greater Richmond  May 2014 - March 2015
New York Life Insurance Company   October 2012 - March 2014
Prince William County Schools  September 2004 - August 2012
Talbot County Public Schools  August 2003 - August 2004
Chesapeake Utilities  May 2000 - April 2001
Wicomico County Board of Education  September 1999 - May 2000
Corporate Express Call Center Services   October 1996 - September 1999

Skills
Microsoft Word, Microsoft PowerPoint, Outlook, Collaborative Problem..., Team-oriented, Dependable Team Player, Analytical Skills, Critical Thinking, Hands-on Training, Collaborative Planning..., Personal Development, Friendly Personality, Integrity, Creative Problem Solving, Quick Study, Close Attention to..., Interpersonal Leadership, Goal Oriented, Highly Reliable, Flexible Learning Styles, Public Speaking, Curriculum Development, Assessment Development, Staff Development, Tutoring, Classroom, Retirement Planning, Life Insurance, English grammar, Teaching Adults, Lesson Planning, Higher Education, PowerPoint, Sales, Customer Service, Team Building

Education
Salisbury University   2002 — 2003
Master of Arts (M.A.), Teaching

Salisbury University   1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General

Andrew Vicens Andrew Vicens Myrtle Beach, South Carolina Area Details
Andrew Vicens's New York Life Insurance Company Experience October 2009 - October 2012
Job Associate at Sperry Van Ness Founders Group
Industry Commercial Real Estate
Experience
Sperry Van Ness Founders Group   April 2013 - Present
Commercial Interior Solutions   October 2012 - March 2013
New York Life Insurance Company   October 2009 - October 2012
New York Life Insurance Company   October 2009 - October 2012

Skills
Small Business, Project Management, Sales, Marketing, Investment Properties, Real Estate, Customer Service, Property Management, Social Networking, Marketing Strategy, Real Estate Development, Commercial Real Estate, Microsoft Office, Contract Negotiation, Selling, Accounting, Retail

Education
St. Peter's College

Gregory Maida, MBA Gregory Maida, MBA United States Details
Gregory Maida, MBA's New York Life Insurance Company Experience May 2012 - December 2012
Job Senior Business Analyst at Ancillare
Industry Pharmaceuticals
Experience
Ancillare  September 2015 - Present
Ancillare  May 2014 - September 2015
Saint Joseph's University  December 2013 - May 2014
Platinum Finance Company   June 2011 - May 2014
New York Life Insurance Company   May 2012 - December 2012
Tri-Arc Financial Services   June 2008 - June 2011

Skills
Finance, Leadership, Microsoft Excel, Marketing, Financial Reporting, Financial Analysis, Microsoft Word, Proposal Writing, Teamwork, Team Leadership, Team-oriented, Business Intelligence, Data Analysis, PowerPoint, Dependable Team Player, Financial Services, Social Media, Public Speaking, Microsoft Office, Customer Service, Cross-functional Team...

Education
Saint Joseph's University   2013 — 2015
Master of Business Administration (M.B.A.), Business Intelligence and Finance

Saint Joseph's University   2009 — 2013
Bachelor of Science (B.S.), Finance, General and Marketing

Saint Joseph's Preparatory School   2005 — 2009

Anna Arcella Anna Arcella Greater New York City Area Details
Anna Arcella's New York Life Insurance Company Experience January 2011 - Present
Job Learning & Organization Development Professional
Industry Financial Services
Experience
New York Life Insurance Company   January 2011 - Present

Skills
Personal Development, Workshop Facilitation, Training Delivery, Team Building, Career Development, Coaching, Organizational..., Succession Planning, Leadership Development, Organizational..., Performance Management, Talent Management, Employee Engagement, Executive Coaching, Onboarding, Culture Change, Employee Training, Human Resources, Training, Leadership, HR Consulting, MBTI

Education
Teachers College of Columbia University   2008 — 2010
Master of Education (M.Ed.)/Master of Arts, Psychological Counseling

iCoachNY - Baruch College, Zicklin School of Business
Certified Professional Coach, Coaching

St. John's University   2004 — 2008
Bachelor of Arts (B.A.), Psychology

Deanna Iaconetti Deanna Iaconetti Lutz, Florida Details
Deanna Iaconetti's New York Life Insurance Company Experience January 2009 - June 2014
Job Business Manager at Florida Department of Veterans' Affairs
Industry Government Administration
Experience
Florida Department of Veterans' Affairs  June 2014 - Present
New York Life Insurance Company   January 2009 - June 2014
AT&T  January 1998 - May 2005

Education
Saint Leo University   2010 — 2013
Bachelor of Business Administration (BBA), Accounting

Sheila Mitchell Sheila Mitchell Greater Philadelphia Area Details
Sheila Mitchell's New York Life Insurance Company Experience July 2013 - Present
Job Executive Council Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   July 2013 - Present
New York Life Insurance Company   April 2012 - Present
Team Jamaica Bickle   2007 - Present
Caribbean Festival   2005 - Present
Bank of America  January 1994 - July 2011

Skills
Retirement, Small Business, Credit, Banking, Risk Management, Employee Benefits, Financial Services, Management, Key Person Insurance, 401(k) Rollovers, Customer Relations, New Business Development, Annuity Sales, Lifetime Income..., Account Management, Customer Satisfaction, Supplements to Employee..., Whole Life Insurance, IRA Rollovers, Customer Retention, Term Life Insurance, Workshop Facilitation, Succession Planning, Team Motivator, Licensed in Long-Term...

Education
Holy Childhood High School, Kingston Jamaica
General Studies

St. Joseph's University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

Gloria Rull Gloria Rull Irvine, California Details
Gloria Rull's New York Life Insurance Company Experience 2008 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2008 - Present
Healthcare Management Partners, LLC  2000 - 2007

Skills
401k Rollovers, Annuity Sales, Licensed Life Insurance..., Retirement Planning

Education
Saint Joseph's University
Bachelor of Science (BS), Accounting

Arturo Domingo Arturo Domingo Princeton, New Jersey Details
Arturo Domingo's New York Life Insurance Company Experience December 2012 - August 2014
Job Project Manager at MacDonaldBedford LLC
Industry Financial Services
Experience
MacDonald-Bedford LLC  November 2014 - Present
New York Life Insurance Company   December 2012 - August 2014
Morgan Stanley  2005 - 2011
Morgan Stanley  2000 - 2005
Morgan Stanley  1997 - 2000
Morgan Stanley  1991 - 1997

Skills
Series 7, Equities, Fixed Income, Capital Markets, Bloomberg, Series 63, Trading, Electronic Trading, Derivatives, Asset Managment, Alternative Investments, Securities, Financial Markets, Investments, Mutual Funds, Options, Structured Products, Wealth Management, FINRA, Bloomberg Terminal

Education
St. Peter's College   1989 — 1996
BS, Business; Finance

Mark Madgett Mark Madgett New York, New York Details
Mark Madgett's New York Life Insurance Company Experience September 2014 - Present
Job Senior Vice President, Agency at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2014 - Present
New York Life Insurance Company   July 1998 - August 2014
New York Life Insurance Company   January 1995 - June 1998
New York Life Insurance Company   November 1992 - December 1995
New York Life Insurance Company   July 1986 - November 1992

Skills
Recruiting, Fixed Annuities, Business Planning, Retirement Planning, Leadership, Insurance, Training, Financial Services, Analysis, Sales, Management, Life Insurance, 401k, Long-term Care, Securities, Strategic Financial..., Retirement, Finance, Mutual Funds, Risk Management, Estate Planning, Employee Benefits, Coaching, Series 63, Disability Insurance, Investments, Financial Analysis, Series 6, Wealth Management

Education
Saint Mary's College of California   1979 — 1983
Bachelor of Science, Business

John P. Fullerton John P. Fullerton Greater Boston Area Details
John P. Fullerton's New York Life Insurance Company Experience May 2011 - November 2011
Job Sales Supervisor at Lacoste
Industry Retail
Experience
Lacoste  September 2011 - Present
New York Life Insurance Company   May 2011 - November 2011
Tricorp Amusements   May 2005 - January 2011
Town of Mansfield, MA  June 2007 - September 2010

Skills
Microsoft Excel, Marketing, Time Management, PowerPoint, Access, Visio, Customer Service, Budgets, Management

Education
Saint Anselm College   2007 — 2011
BA, Business; Finance & Economics

Jonathan Tomassi Jonathan Tomassi Greater New York City Area Details
Jonathan Tomassi's New York Life Insurance Company Experience September 2004 - June 2007
Job AVP at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  June 2014 - Present
Deutsche Bank  November 2011 - June 2014
ICAP  August 2010 - November 2011
Sword  December 2009 - August 2010
NACIREMA GROUP   August 2007 - September 2009
New York Life Insurance Company   September 2004 - June 2007

Skills
Fixed Income, Sarbanes-Oxley Act, Finance, QuickBooks, Bloomberg, Hedge Funds, Auditing, Microsoft Office, Accounting, Financial Modeling, Financial Reporting, Financial Analysis, Due Diligence, Strategic Financial..., Corporate Finance, Equities, Internal Controls, Microsoft Excel, Financial Services

Education
Saint Peter's University   2007 — 2009
MBA, FINANCE

Saint Peter's University   2007 — 2009
MS, ACCOUNTANCY

Franco Greco Franco Greco Baltimore, Maryland Area Details
Franco Greco's New York Life Insurance Company Experience July 2012 - January 2013
Job Assistant Vice President at New Day Financial
Industry Financial Services
Experience
NewDay USA  June 2014 - Present
NewDay USA  May 2013 - Present
Power Home Remodeling Group  November 2012 - April 2013
New York Life Insurance Company   July 2012 - January 2013
The Salisbury School  January 2012 - July 2012
Vector Marketing  January 2010 - March 2011
Vector Marketing  June 2009 - March 2011

Skills
Public Speaking, Sales Management, Inside Sales, B2B Marketing, B2C marketing, Business Management, Business Planning, Due Diligence, Recruiting, Management, Training, B2C Marketing, Sales, Customer Service, Leadership

Education
Salisbury University   2008 — 2012
Bachelor of Arts in History, Sales, Marketing, Politcal Science, 2012

Archbishop Spalding High School   2004 — 2008
Bachelor's degree

Dina Alongi Caggiula Dina Alongi Caggiula Greater Philadelphia Area Details
Dina Alongi Caggiula's New York Life Insurance Company Experience October 2006 - December 2007
Job Chief of Staff, Legal & Compliance Division at Vanguard
Industry Financial Services
Experience
Vanguard  July 2015 - Present
Vanguard  March 2014 - Present
Vanguard  October 2012 - March 2014
Vanguard  July 2011 - October 2012
Saint Joseph's University  September 2010 - July 2011
Philadelphia Court of Common Pleas  May 2010 - August 2010
Barilotti Wealth Strategies   January 2008 - August 2009
New York Life Insurance Company   October 2006 - December 2007

Skills
Financial Analysis, Investments, Finance, Financial Services, Microsoft Excel, Mutual Funds, Data Analysis, Analysis, Insurance, Leadership, Research, Strategy

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2011
MBA

Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Bachelor of Science, Finance

Bianca DiFiore Bianca DiFiore Greater Philadelphia Area Details
Bianca DiFiore's New York Life Insurance Company Experience June 2012 - January 2013
Job Customer Intelligence Analyst at Urban Outfitters
Industry Marketing and Advertising
Experience
Urban Outfitters  June 2015 - Present
A.C. Moore   July 2013 - June 2015
QVC  January 2013 - May 2013
New York Life Insurance Company   June 2012 - January 2013
Paula Hian Designs  May 2011 - August 2011

Skills
Marketing, Leadership, Fashion Marketing, Social Media Marketing, Social Networking, Customer Service, Facebook, Advertising, Proficient in the use..., Sales, Merchandising, Retail, Marketing Communications, PowerPoint, Press Releases, Public Relations, Copywriting

Education
Saint Joseph's University   2009 — 2013
Bachelor of Science (B.S.), Major: Marketing, Minor: Italian

Alexander Amedeo Alexander Amedeo Philadelphia, Pennsylvania Details
Alexander Amedeo's New York Life Insurance Company Experience October 2010 - January 2011
Job EVS Associate at KPMG
Industry Financial Services
Experience
KPMG  April 2015 - Present
JPMorgan Chase  June 2014 - April 2015
JPMorgan Chase  February 2013 - April 2014
Saint Joseph's University  November 2010 - April 2014
Saint Joseph's University  November 2011 - February 2013
New York Life Insurance Company   October 2010 - January 2011
Kicks and Sticks   June 2006 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Analysis, Event Planning, Management, Budgets, Customer Service, Fundraising, Risk Management, Team Management, Leadership Development, Outlook, Teaching, Cascade Server

Education
Saint Joseph's University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Risk Management and Insurance. Minor in Fine Arts

Saint Joseph's University   2010 — 2014
Bachelor of Science, Finance; Business Administration

Seton Hall Preparatory School   2006 — 2010

GJ Manalo GJ Manalo Greater Philadelphia Area Details
GJ Manalo's New York Life Insurance Company Experience December 2009 - February 2011
Job Senior Digital Project Manager at Cofactor (Shoplocal + PointRoll)
Industry Marketing and Advertising
Experience
Cofactor (Shoplocal + PointRoll)   February 2011 - Present
New York Life Insurance Company   December 2009 - February 2011

Skills
Internet Technologies, Manage Multiple..., PC/Mac Efficiency, Time Management, Training, Marketing, Online Advertising, Account Management, Advertising, Financial Modeling, Social Media, Fundraising, Project Management, PowerPoint, Investments, Analysis, Microsoft Excel, Facebook, Public Speaking, Public Relations, Microsoft Office, Customer Service, Digital Media, Digital Marketing

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012
Master of Business Administration (M.B.A.), Management

Ursinus College   2003 — 2007
Bachelor of the Arts, Media and Communications Studies, Business

Jeff Brinsfield Jeff Brinsfield Bethesda, Maryland Details
Jeff Brinsfield's New York Life Insurance Company Experience October 2001 - December 2003
Job Associate at Greenberg, Wexler & Eig, LLC
Industry Insurance
Experience
Greenberg, Wexler & Eig, LLC   January 2011 - Present
The Holleman Companies   December 2003 - December 2010
New York Life Insurance Company   October 2001 - December 2003

Education
St. Joseph's University   1999 — 2003

Georgetown Preparatory School   1995 — 1999
High School

T.J. Reilly, III MSFS, CLU, AEP, LUTCF T.J. Reilly, III MSFS, CLU, AEP, LUTCF Providence, Rhode Island Area Details
T.J. Reilly, III MSFS, CLU, AEP, LUTCF's New York Life Insurance Company Experience July 2001 - December 2012
Job Capital Strategies, LLC. Owner, Managing Partner
Industry Financial Services
Experience
Capital Strategies, LLC.   December 2012 - Present
New York Life Insurance Company   July 2001 - December 2012
MetLife Financial Services  September 1982 - July 2001

Skills
Estate Planning, Retirement Planning, 401k Rollovers, IRAs, Life Insurance, Mortgage Protection, Coaching, Training, Financial Recruiting, Insurance, Roth IRA, Finance, Strategic Financial..., 401k, Long Term Care Insurance, Financial Services, Retirement, Leadership, Management, Fixed Annuities, Business Planning, Mortgage Marketing, Term Life Insurance, Wealth Management, Sales, Disability Insurance, Universal Life, Series 63, Mutual Funds, Long-term Care, Buy-sell Agreements, Start-ups, Series 7, Small Business, Investments, Series 6, Financial Planners, Wealth Accumulation, Variable Annuities, Financial Advisory, Securities, Whole Life

Education
Member of the Million Dlloar Round Table   2013 — 2014

National Association of Estate Planning Council   2013 — 2013
Accredited Estate Planner Designation, Estate Planning

The American College   2010 — 2013
Chartered Life Underwriter, Financial Services

The American College   2000 — 2002
Master of Science in Financial Services, Financial Planning and Services

The American College   2000 — 2002
Accredited Estate Planner Designation, Estate Planning

The American College   1982 — 1984
Life Underwriters Training Council Fellowship, Financial Services

Salve Regina University   1978 — 1982
Bachelor of Science (BS), Criminal Justice and Corrections

Bishop Hendricken High School   1976 — 1980
High School Diploma, College/University Preparatory

Sharon C Smith Sharon C Smith Greater New York City Area Details
Sharon C Smith's New York Life Insurance Company Experience July 2007 - June 2010
Job Manager Business Continuity & Crisis Management at HBO
Industry Entertainment
Experience
HBO  March 2012 - Present
Audrey Golden Associates  October 2010 - March 2012
New York Life Insurance Company   July 2007 - June 2010
JPMorgan Chase  June 1999 - July 2007

Skills
Business Continuity, Business Analysis, Risk Management, Disaster Recovery, Crisis Management, Customer Relations, Customer Service, Financial Risk, Project Management, Strategic Planning, Leadership, Training, Business Continuity..., Vendor Management, Management, Process Improvement, Policy, Analysis, Risk Assessment, Recruiting

Education
Avtech Institute of Technology   2011 — 2011
Project Management

Saint Peter's University   2004 — 2007
BA, Business Management

Craig Lafferty Craig Lafferty Greater Philadelphia Area Details
Craig Lafferty's New York Life Insurance Company Experience October 2007 - January 2009
Job Financial Services Professional at New York Life Insurance Comany
Industry Financial Services
Experience
SMG Corp., Wildwoods Convention Center   October 2012 - Present
Dover Motorsports Inc  September 2011 - May 2012
Neumann University  September 2010 - December 2010
Philadelphia Union  May 2010 - September 2010
New York Life Insurance Company   October 2007 - January 2009
Roster Financial  July 2005 - July 2007

Skills
Marketing Strategy, Promotions, Marketing, Sponsorship, Event Planning, Sales

Education
Neumann University   2009 — 2010
Masters, Sports Management

Salisbury University   2000 — 2004
Bachelors, Sociolgy and Communications

Bill Byrnes Bill Byrnes Rochester, New York Area Details
Bill Byrnes's New York Life Insurance Company Experience February 2001 - April 2004
Job Consultant at Grahall Partners LLC
Industry Management Consulting
Experience
Grahall Partners, LLC  March 2006 - Present
ICMA Retirement Corporation  May 2004 - March 2006
New York Life Insurance Company   February 2001 - April 2004
The SPARK Institute   1998 - 2003
Boston Financial Data Services  May 1994 - January 2001
Putnam Investments  December 1991 - May 1994
Fidelity Investments  December 1986 - December 1991
Emery Worldwide  1984 - 1986
Xerox Corporation  June 1973 - July 1984
MeadWestvaco  January 1972 - June 1973

Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding

Education
University at Albany, SUNY   1967 — 1968
M.S., Personnel Administration

State University of New York College at Geneseo   1964 — 1967
BS, History

Saint Bonaventure University   1963 — 1964
N/A, History

Brian Theibault Brian Theibault Greater Philadelphia Area Details
Brian Theibault's New York Life Insurance Company Experience 2009 - 2009
Job Client Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2012 - Present
Diamond State Financial Group  2009 - October 2012
Securian Financial Group  2009 - October 2012
New York Life Insurance Company   2009 - 2009
Bank of America  2007 - 2009

Education
Salisbury University   2004 — 2007
Communications / Marketing

Brandywine   1999 — 2003

Jorge Triana Jorge Triana Greater New York City Area Details
Jorge Triana's New York Life Insurance Company Experience December 2012 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2012 - Present
ADP  January 2010 - December 2012
ADP  May 1994 - January 2010
PepsiCo  1994 - 1994
Sealand  1990 - 1994
MTA  1987 - 1990
EF Hutton  1984 - 1987

Skills
Data Center, Cisco Technologies, Integration, Network Architecture, Network Security, Process Improvement, Data Migration, Security, Strategy, Cloud Computing, Network Design, Technical Support, Web Hosting, SaaS, Network Administration, Firewalls, DNS, Disaster Recovery, Vendor Management, DHCP, System Deployment, Team Building, Project Planning, SDLC, Management, Networking, SharePoint, Leadership, Outsourcing, Virtualization, Information Security, Salesforce.com, Active Directory, Enterprise Software, IT Management, IP, Infrastructure, Servers, WAN, Visio, ITIL, System Administration, IT Service Management, Windows Server, Information Technology, Network Engineering, Enterprise Architecture, IT Strategy, IT Operations

Education
Saint Peter's University   1980 — 1984
BS, Computer Science

St. Josephs of Palisades   1976 — 1980

Nick Armiger Nick Armiger Belmar, New Jersey Details
Nick Armiger's New York Life Insurance Company Experience January 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC  January 2015 - Present
New York Life Insurance Company   January 2015 - Present
ICMA-RC  2006 - 2014
Morgan Stanley  2004 - 2005
American Express Financial Advisors  2003 - 2004

Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits

Education
Salisbury University   2000 — 2003
Bachelor of Arts (B.A.), Communication, General

Salisbury University   1998 — 2003
Bachelor of Arts (B.A.)

Karl Wicks, Jr. Karl Wicks, Jr. Greater Philadelphia Area Details
Karl Wicks, Jr.'s New York Life Insurance Company Experience February 2013 - November 2013
Job Supply Chain Replenishment Manager at Pep Boys
Industry Logistics and Supply Chain
Experience
Pep Boys  August 2015 - Present
Pep Boys  December 2013 - August 2015
New York Life Insurance Company   February 2013 - November 2013
Talluto's Authentic Italian Food, Inc.   July 2011 - February 2013
Saint Joseph's University  September 2008 - May 2011
Wells Fargo Home Mortgage  July 2010 - August 2010
BJ's Wholesale Club  May 2007 - August 2009
Saladworks, LLC  April 2006 - May 2007

Skills
Leadership, Analysis, Customer Service, Strategic Planning, Inventory Management, Inventory Control, Inventory Analysis, Demand Forecasting, Analytics, Data Analysis, Forecasting, Marketing, Microsoft Excel, PowerPoint, Sales, Microsoft Word

Education
Saint Joseph's University - Erivan K. Haub School of Business   2015 — 2016
Master of Business Administration (M.B.A.), Data Intelligence

Saint Joseph's University   2007 — 2011
Bachelor of Business Administration, Food Marketing, Business Intelligence, German Studies

Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Food Marketing

Rich Allridge Rich Allridge Washington D.C. Metro Area Details
Rich Allridge's New York Life Insurance Company Experience September 2012 - January 2013
Job Financial Services and Operations Associate/Paraplanner at Kalejta Financial Management
Industry Financial Services
Experience
Kalejta Financial Management   December 2013 - Present
New York Life Insurance Company   September 2012 - January 2013
Affinity Wealth Management, Inc.   2013 - 2013
Acting For Young People and Adults   2008 - 2012
Giant Food  January 2005 - January 2006

Skills
Insurance, Microsoft Word, Microsoft Excel, Marketing, Teamwork, Financial Services, Public Speaking, Retirement Planning, Series 7, Series 63, PowerPoint, Morningstar Office, Value Line, Schwab Alliance...

Education
Haub School of Business   2008 — 2012
Finance; Financial Planning

St. Joseph's University   2008 — 2012
Bachelor of Science (BS), Finance

Don Maffei Don Maffei Stockton, California Area Details
Don Maffei's New York Life Insurance Company Experience October 1988 - December 1998
Job Owner, Maffei Insurance & Financial
Industry Insurance
Experience
Maffei Insurance & Financial   July 2005 - Present
Allstate  December 1998 - February 2005
New York Life Insurance Company   October 1988 - December 1998

Skills
Commercial Insurance, Umbrella Insurance, Life Insurance, Health Insurance, Term Life Insurance, Customer Service, General Insurance, Workers Compensation, Liability, Underwriting, Property & Casualty..., Financial Structuring, Fixed Annuities, Disability Insurance, Homeowners, Universal Life, Insurance, Renters, Casualty Insurance, Casualty, Sales

Education
Saint Mary's College of California   1977 — 1981
Bachelor's Degree, Business Administration and Management, General

St. Mary's College of California   1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General

Brian Johnston Brian Johnston Tampa/St. Petersburg, Florida Area Details
Brian Johnston's New York Life Insurance Company Experience 2013 - August 2014
Job Former Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
Humana  August 2014 - Present
New York Life Insurance Company   2013 - August 2014
Kforce  April 2013 - June 2013
Total Quality Logistics  September 2012 - April 2013
Tau Kappa Epsilon Fraternity  2004 - 2013
Aeropostale  June 2012 - September 2012
The Buckle  November 2011 - June 2012
APAC Customer Services  January 2011 - October 2011
Motoralex, S.A.   March 2009 - December 2010
Saint Leo University  October 2004 - April 2008

Skills
Access, Word, Excel, Outlook, HTML, Retail, Sales Management, Team Leadership, Store21 POS, Supply Chain, 3PL, Logistic Support, Sales, Freight Brokerage, Microsoft Word, Microsoft Excel, Time Management, Customer Service, Business Development, Cold Calling, Call Centers, Customer Satisfaction, Spanish, Inventory Management, Team Building, Lead Generation, Social Networking, Microsoft Office, Account Management, Telephone Skills, Recruiting, Teamwork, Networking, Operations Management, Logistics, Leadership, Strategy, Forecasting

Education
CMS   2000 — 2004

Saint Leo University   2004 — 2008
Bachelor of Science (BS), Computer Information Systems

Saint Leo University   2004 — 2008
Bachelor of Arts, International Hospitality and Tourism

Saint Leo University   2004 — 2008
Bachelor of Science, Computer Information Systems

Ed Mascher Ed Mascher San Francisco Bay Area Details
Ed Mascher's New York Life Insurance Company Experience February 1987 - April 1990
Job Vice President at Integro Insurance Brokers
Industry Insurance
Experience
Integro Insurance Brokers  February 2013 - Present
iTrade Risk & Insurance Services   August 2010 - February 2013
Avalon Risk Management  June 2005 - August 2010
International Bond & Marine   April 1990 - June 2005
New York Life Insurance Company   February 1987 - April 1990

Skills
Customs Regulations, International Trade, Logistics, Insurance, Freight Forwarding, Professional Liability, Transportation, Legal Liability, Leadership, Financial Risk, Finance, Risk Management, Negotiation, Brokers, Liability, Property & Casualty..., Underwriting, Claim, Commercial Insurance, New Business Development, Surety, General Insurance

Education
Saint Peter's University   1982 — 1986
BS, Marketing / Economics

Marco Tavares Marco Tavares New York, New York Details
Marco Tavares's New York Life Insurance Company Experience December 2003 - July 2005
Job AVP at Delta National Bank & Trust Co.
Industry Financial Services
Experience
Delta National Bank and Trust Company   September 2010 - Present
Lynx Capital Partners, LLC  July 2005 - August 2010
New York Life Insurance Company   December 2003 - July 2005
Vanguard  July 2002 - December 2003
Newstar Construction   June 2001 - December 2003

Skills
Equity Trading, Equities, Trading, Technical Analysis, Microsoft Excel, Bloomberg, Options, Stock Market, Investments, Portuguese, Electronic Trading, Financial Markets, Portfolio Management, Asset Allocation, Finance, Trading Strategies, Investment Strategies, Proprietary Trading, Valuation, Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, MBA, PowerPoint, Microsoft Word, Microsoft Office, Presentations, Private Banking, Banking, Business Strategy, Investment Banking, Fixed Income, Hedge Funds, Analysis, Mutual Funds, Asset Management, Capital Markets

Education
New York University - Leonard N. Stern School of Business   2011 — 2013
Masters of Business Administration, Corporate Finance

Saint Joseph's University   1998 — 2002
B.S, Finance

Ken Cormier Ken Cormier Hampton, New Hampshire Details
Ken Cormier's New York Life Insurance Company Experience July 2004 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  April 2006 - Present
New York Life Insurance Company   July 2004 - Present
Cormier Textile Products Inc.   1988 - 2001
Horizon Sails, Barton & Cormier Sailmakers   January 1974 - November 1978

Skills
Retirement Planning, Retirement, Insurance, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Estate Planning, Small Business, Succession Planning, Protection..., Life Insurance, Disability Insurance

Education
American College   2007 — 2009
LUTCF, Business Insurance

Salem State College   1968 — 1972
BS-BA, Business Administration

Karla Oass Karla Oass Washington D.C. Metro Area Details
Karla Oass's New York Life Insurance Company Experience October 2007 - May 2010
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2007 - May 2010

Skills
Financial Services, Insurance, Investments

Education
Salisbury University   2003 — 2007
BS, Biology, Medical Technology

Salisbury University

Patty Lauterjung Patty Lauterjung Sacramento, California Area Details
Patty Lauterjung's New York Life Insurance Company Experience March 2009 - November 2009
Job President at Patricia A Lauterjung Enterprises
Industry Writing and Editing
Experience
Patricia A Lauterjung Enterprises   1998 - Present
Financial Freedom  1994 - Present
Sacramento River Cats  March 2011 - October 2013
New York Life Insurance Company   March 2009 - November 2009

Skills
Public Speaking, Editing, Customer Service, Marketing, Training, Sales, Small Business, Leadership, Social Networking, Social Media Marketing, Social Media, Event Planning, Public Relations, Budgets, Time Management

Education
St. Mary's College of California   1986 — 1988
BA, Business Management

Andrea Dodge Andrea Dodge Greater Boston Area Details
Andrea Dodge's New York Life Insurance Company Experience July 2009 - June 2010
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  October 2011 - Present
ZipRealty  October 2010 - September 2011
New York Life Insurance Company   July 2009 - June 2010
Unlimited Removal Demolition, Inc.   April 1999 - March 2008
John Hancock Financial Services  January 1995 - April 1999
Massachusetts Department of Revenue  January 1988 - April 1991
Internal Revenue Service  January 1987 - January 1988

Skills
Notary Public, Real Estate License, First Time Home Buyers, Mutual Funds, Investment Properties, Short Sales, REO, Foreclosures, Condos, Real Estate Transactions, Buyer Representation, Sellers, Relocation, Single Family Homes, Referrals, New Home Sales, Investors, Listings, Rentals, Buyers

Education
Salem State University   2006 — 2007
Certificate, Paralegal

Salem State University   1984 — 1987
B.S., Biology, Chemistry

Jeff Rolke Jeff Rolke Greater Boston Area Details
Jeff Rolke's New York Life Insurance Company Experience January 2012 - December 2014
Job Trusted Advisor at GoldCoast Mortgage Service, Inc. (NMLS# 1841)
Industry Financial Services
Experience
GoldCoast Mortgage Service, Inc. (NMLS# 1841)   January 2015 - Present
NYLIFE Securities LLC  September 2012 - December 2014
New York Life Insurance Company   January 2012 - December 2014
Kelly Infiniti  January 2010 - January 2012
Hawthorne Cove Marina   June 2007 - October 2010
Mahoney Marine   May 2008 - January 2010
Salem Police Department  January 2008 - May 2008

Skills
Financial Goals, Small Business Planning, Networking, Sales, Small Business, Customer Service, Microsoft Office, Insurance, Management, Finance, Public Speaking, Customer Satisfaction, Leadership, Social Media, Financial Services, Accounting, Marketing, Team Building, Account Management, Social Networking, Investments

Education
Salem State University   2003 — 2008
BS, Criminal Justice

Chapel Hill-Chauncy Hall School   1999 — 2003
High School Diploma

Carl A Houck Carl A Houck Rockaway Park, New York Details
Carl A Houck's New York Life Insurance Company Experience May 2014 - July 2014
Job Director Of The Washington Street Historical Society
Industry Nonprofit Organization Management
Experience
Washington Street Historical Society   October 2011 - Present
Pluck U Wings & Things   August 2013 - Present
Brooklyn Bar Assocation   October 2014 - January 2015
New York Life Insurance Company   May 2014 - July 2014

Skills
Business Strategy, Fundraising, History, Strategic Planning, Historic Preservation, Research, Nonprofits, Community Outreach, Volunteer Management, Grants, Program Development, Grant Writing, Spanish, Leadership Development, Higher Education, Social Media, Facebook, Marketing, Strategy, Press Releases, Advertising, Time Management, Strategic Communications, Management, Community Development, Public Relations, Google Analytics, Google Docs, Event Management, Proposal Writing, Social Networking, Analysis, Media Relations, Event Planning, Newsletters, Leadership

Education
Saint Francis College   2009 — 2015
Bachelor's degree, Business Administration, Management and Operations

Saint Bonaventure University

Isaac Wolfe Isaac Wolfe Brooklyn, New York Details
Isaac Wolfe's New York Life Insurance Company Experience April 2014 - February 2015
Job Splunk Consultant
Industry Information Technology and Services
Experience
MacKay Shields LLC  February 2015 - Present
New York Life Insurance Company   April 2014 - February 2015
The Home Depot  July 2013 - March 2014
Official Payments  January 2013 - July 2013
InComm  May 2011 - January 2013
InComm  April 2008 - April 2011
Unisys  March 2005 - March 2008
Teleperformance, USA  December 2003 - March 2005

Skills
Windows Server, Opsview, Splunk, SiteScope, Big Brother, Active Directory, Microsoft Office, Microsoft SQL Server, DoubleTake Replication..., Cisco Technologies, Troubleshooting, VMware ESX, IT Operations, Replication, Switches, Data Center, SDLC, Virtualization, ITIL, VPN, Incident Management, Servers, Process Improvement, System Administration, IT Service Management, Security, VMware, Disaster Recovery, Telecommunications, Software Documentation, Networking, Infrastructure, Management, Vendor Management, Integration, Network Security, Firewalls, Linux, CentOS, RHEL, MySQL, Visio, TCP/IP, IT Management, Information Technology, Testing, SAN

Education
Utah College of Massage Therapy Inc-Salt Lake City   2000 — 2001
Certificate of completion, Massage Therapy/Therapeutic Massage, 3.5

Salt Lake Community College
General Studies, 3.9

University of Utah
General Studies, 3.6

Jared Hendrickson Jared Hendrickson Greenville, North Carolina Area Details
Jared Hendrickson's New York Life Insurance Company Experience July 2015 - Present
Job Insurance Agent with New York Life
Industry Insurance
Experience
New York Life Insurance Company   July 2015 - Present
COECO Office Systems  March 2014 - May 2015
Cellular Sales  June 2013 - March 2014
Tikigaq Corporation  April 2013 - June 2013
United States Marine Corps  August 2012 - November 2012
United States Marine Corps  January 2006 - August 2012
United States Marine Corps  April 1998 - January 2006

Skills
Leadership, Teamwork, Sales, Problem Solving, Security Management, Human Resources, Strategic Negotiations, Communications, Risk Assessment Planning, Team Management, Customer Service, Team Building, Scheduling, Mentoring, Concise Overall Planning, Field Work, Process Scheduler, Risk Assessment, Training, Military Experience, Military Operations, Military, Tactics, Weapons, HUMINT, Military Logistics, Force Protection, Security Clearance, Time Management, Security, Interviews, DoD, Operational Planning, Command, Marine Corps, SIGINT, Intelligence, Military Training

Education
Saint Leo University

Palmer High School   1994 — 1998

Brad Lloyd Brad Lloyd Greater Pittsburgh Area Details
Brad Lloyd's New York Life Insurance Company Experience January 2007 - October 2008
Job Agency Management Specialist at Selective Insurance
Industry Insurance
Experience
Selective Insurance  December 2012 - Present
Erie Insurance Group  May 2011 - December 2012
MDL Insurance   May 2005 - April 2011
New York Life Insurance Company   January 2007 - October 2008

Skills
Workers Compensation, Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Life Insurance, Employee Benefits, Sales Management, Claim, Sales, Marketing, Sales Operations, Management, Commercial Lines, Cold Calling, Business Planning

Education
Saint Vincent College   2001 — 2005
Bachelor of Arts (B.A.), Marketing/Marketing Management, General

Jim Scotland Jim Scotland Boston, Massachusetts Details
Jim Scotland's New York Life Insurance Company Experience July 2009 - September 2010
Job Account Executive at Cintas First Aid and Safety
Industry Business Supplies and Equipment
Experience
Cintas First Aid and Safety  October 2013 - Present
Cintas First Aid and Safety  October 2010 - Present
New York Life Insurance Company   July 2009 - September 2010
Unilock  June 2008 - November 2008

Skills
customer service, sales, sales support, leadership, teamwork, customer relations, new business development, social media, problem solving, solution selling, direct sales, excel, product management, account management, cold calling, powerpoint, microsoft office, Sales, Account Management, Cold Calling, Customer Service, Direct Sales, Leadership, Microsoft Office, New Business Development, Sales Management, Sales Operations, Sales Process, Solution Selling, Teamwork, Microsoft Excel, Social Media, Product Management, PowerPoint, Customer Relations

Education
Saint Joseph's College   2004 — 2008
BS, Business Management

Saint Joseph's College

Arthur Athanas Arthur Athanas Greater Boston Area Details
Arthur Athanas's New York Life Insurance Company Experience March 2002 - December 2005
Job Director of Marketing at The Bishop Company. LLC
Industry Insurance
Experience
The Bishop Company. LLC   January 2006 - Present
New York Life Insurance Company   March 2002 - December 2005
Fidelity Investments  October 2001 - December 2001
New England Mutual Life Insurance Company  1983 - 1995

Skills
Insurance, Retirement Planning, Pensions

Education
Salem State College

Brigid Slattery Brigid Slattery Chicago, Illinois Details
Brigid Slattery's New York Life Insurance Company Experience May 2010 - May 2011
Job Community Manager/Social Media Strategist at Energy BBDO
Industry Marketing and Advertising
Experience
Energy BBDO  December 2014 - Present
VSA Partners, Inc.   August 2014 - January 2015
VSA Partners  January 2013 - August 2014
BCV  August 2011 - January 2013
Sponge  September 2011 - March 2012
Matrix Partners  August 2011 - October 2011
Beautiful Social  December 2010 - October 2011
Communications Club at Saint Joseph's University   August 2010 - May 2011
New York Life Insurance Company   May 2010 - May 2011
Saint Joseph's University  January 2010 - May 2011

Skills
Facebook, Hootsuite, Twitter, Social Media, Social Media Marketing, Social Media Measurement, Custom Facebook Pages, Facebook Marketing, Sales, Crisis Communications, Public Relations, Community Management, Event Planning, Advertising, WordPress, Marketing, Pinterest, YouTube, Leadership, Final Cut Pro, Google Analytics, Email Marketing, Social Networking, Editing, Editorial Calendars, Photo Editing, Writing, Creative Writing

Education
Saint Joseph's University   2007 — 2011
Bachelor of Science, Business Administration; Marketing

Pascack Valley

Dona Levine Dona Levine Greater New York City Area Details
Dona Levine's New York Life Insurance Company Experience January 1992 - September 1997
Job AXA Equitable Manager of Licensing & Registration Compliance
Industry Financial Services
Experience
AXA Equitable  March 1998 - Present
New York Life Insurance Company   January 1992 - September 1997

Education
Saint Paul University   1978 — 1982
BSC, Management

Betty Lou Moglen, CLTC Betty Lou Moglen, CLTC San Ramon, California Details
Betty Lou Moglen, CLTC's New York Life Insurance Company Experience January 1983 - Present
Job New York Life Agent,dedicated to helping preretirees and retirees in the Greater San Francisco Bay area for 32 years
Industry Financial Services
Experience
New York Life Insurance Company   January 1983 - Present

Skills
Long-term Care, Life Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Financial Planners

Education
UC Berkeley
B.A. in Anthropology

UC Berkeley
B.A. Rhetoric

St. Mary's College of California
Standard Secondary Teaching

Jennifer Reid Bumgardner Jennifer Reid Bumgardner Orlando, Florida Area Details
Jennifer Reid Bumgardner's New York Life Insurance Company Experience January 2009 - November 2009
Job Singer
Industry Music
Experience
DHI Mortgage  July 2015 - Present
Mary Kay Inc.  October 2012 - Present
Flores & Associates  January 2013 - July 2015
Opera Carolina  January 2005 - June 2015
NVR Mortgage  January 2010 - January 2013
Janie and Jack  November 2010 - May 2011
The Disney Store  February 1995 - October 2010
New York Life Insurance Company   January 2009 - November 2009
NVR Mortgage Finance, Inc  October 2006 - January 2009
SunTrust Mortgage  June 2005 - September 2006

Skills
Customer Service, Customer Satisfaction, Public Speaking, Loans, Time Management, Public Relations, Entertainment, Musical Theatre, Event Planning, Microsoft Office, Mortgage Lending, Sales, Event Management, Singing, Performing Arts, Opera, Leadership, Fundraising, Management, Music, Acting, Editing, Facebook, Social Media, Social Networking, Stage, Team Building, Theatre, Training, Advertising, Blogging

Education
Salem College   1995 — 1999
Bachelor of Music, Vocal Performance

Rick Demko Rick Demko Spring, Texas Details
Rick Demko's New York Life Insurance Company Experience 2012 - June 2013
Job State Manager at Lincoln Heritage
Industry Insurance
Experience
Demko Consulting   July 2008 - Present
New York Life Insurance Company   2012 - June 2013
State Farm Insurance  September 2011 - August 2012
SSE, Inc.   May 2006 - July 2008
Reliance Bank  August 2005 - May 2006

Skills
Entrepreneurship, Wealth Management, Financial Risk, Account Management, New Business Development, Estate Tax Planning, Management Consulting, Insurance, Sales Management, Strategic Planning, Sales, Management, Small Business, Strategic Partnerships, Strategy, Sales Operations, Contract Negotiation, Marketing Strategy, Recruiting, Coaching, Selling, Business Strategy, Business Planning, Leadership Development, Business Development, Finance, Negotiation, Banking, Life Insurance, Sales Process, Direct Sales, Social Media, Leadership, Marketing, Cold Calling, Lead Generation, Fixed Annuities, CRM, Team Building, Customer Retention, Time Management, Salesforce.com, Sales Presentations, B2B, Financial Services

Education
Saint Louis University
MBA (incomplete), Entrepreneurship

University of Phoenix   2004 — 2005
Bachelors of Science, Business/Management

University of Arizona   2000 — 2003
Business & Psychology

Chaminade College Prep.   1994 — 1998

Ryan Ripa Ryan Ripa Greater New York City Area Details
Ryan Ripa's New York Life Insurance Company Experience May 2008 - April 2009
Job Compliance and Member Services at UCX, Universal Compute Xchange
Industry Sports
Experience
UCX, Universal Compute Xchange   July 2015 - Present
InsiderScore, LLC   January 2015 - July 2015
Status4   June 2012 - January 2015
Grow the Game Golf   August 2011 - January 2013
New Jersey State Golf Association  January 2011 - August 2011
Colleton River Plantation Club  April 2010 - March 2011
New York Life Insurance Company   May 2008 - April 2009

Skills
Golf, Social Media Marketing, Event Management, Sports Marketing, Marketing Strategy, Sponsorship, Sports, Entrepreneurship, Customer Service, Online Marketing, Marketing, Product Development, Project Management, Business Development, Social Media, Sports Management, Product Management, Product Design, Leadership, Start-ups, Mobile Applications, Web Applications, Mobile Application..., Mobile Application..., Agile Methodologies, Microsoft Excel, Microsoft Word, Data Analysis, Project Planning, Microsoft Office, New Business Development, Mobile Technology

Education
Salisbury University - Perdue School of Business   2004 — 2008
Bachelors, Finance

Gage Arnold Gage Arnold Vienna, Virginia Details
Gage Arnold's New York Life Insurance Company Experience September 2015 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2015 - Present
NYLIFE Securities  August 2013 - Present
Panda Landscaping   January 2012 - August 2013

Skills
401k Rollovers, Asset Protection, Buy-sell Agreements, Estate Planning, Education Funding..., Investments, IRA Rollovers, Lifetime Income..., Succession Planning, Retirement Planning, Wealth Transfer..., Financial Services, IRAs, Leadership, Sales, Risk Management, Employee Benefits, Time Management

Education
Saint Vincent College   2009 — 2013
Bachelor’s Degree, Mathematics

Kelley Edwards Kelley Edwards Dallas, Texas Details
Kelley Edwards's New York Life Insurance Company Experience August 2014 - Present
Job Customer Service Representative at New York Life Insurance Company
Industry Mental Health Care
Experience
New York Life Insurance Company   August 2014 - Present
Salem College  August 2010 - May 2014
G&R Health Enterprises, LLC   December 2013 - February 2014
Wake Forest Baptist Health  January 2013 - February 2013

Skills
Microsoft Office, Behavioral Health, Therapists, Psychology, Microsoft Excel, Research, Child Development, Rehabilitation..., Public Speaking, PowerPoint, Microsoft Word, Customer Service, Higher Education, Social Media, Time Management, Mental Health, Psychotherapy, Group Therapy, Adolescents, Mental Health Counseling, Crisis Intervention, Counseling Psychology, Psychological Assessment, Family Therapy, SPSS, CBT, Social Services, Treatment, Data Entry, Mail Sorting, Employee Training

Education
Salem College   2010 — 2014
Bachelor of Arts (B.A.), Psychology

Salem College   2010 — 2014
Bachelor of Arts (B.A.), Psychology

Pamela Blake Pamela Blake Fairport, New York Details
Pamela Blake's New York Life Insurance Company Experience June 2015 - Present
Job Hiring and Developing Entrepreneurial individuals for a career in financial services
Industry Financial Services
Experience
New York Life Insurance Company   June 2015 - Present
New York Life Insurance Company   November 2011 - June 2015
David Lerner Associates, Inc.   February 2009 - October 2011

Skills
Retirement Planning, Estate Planning, Insurance, Long Term Care Insurance, Annuity Sales, Wealth Preservation..., Key Person Insurance, Key Person Protection, Licensed Life Insurance..., Life Insurance, Asset Protection, Protection..., Small Business, Legacy Giving, Succession Planning, IRA Rollovers or 401(k)..., Financial Services, Investments, Securities

Education
Saint Bonaventure University   1977 — 1981
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Our Lady of Mercy High School   1973 — 1977
Regents Diploma

Jay Shaw, MBA Jay Shaw, MBA Providence, Rhode Island Area Details
Jay Shaw, MBA's New York Life Insurance Company Experience September 2001 - December 2002
Job Treasury Department at State of Rhode Island
Industry Insurance
Experience
State of Rhode Island  January 2010 - Present
Auburn Insurance & Realty Co., Inc.   2001 - Present
Flood Auto Group   January 2003 - January 2008
New York Life Insurance Company   September 2001 - December 2002

Skills
Management, Sales, Budgets, Advertising, Real Estate, Insurance, Finance, Payroll, Property & Casualty..., Underwriting, Health Insurance, Investment Properties, Commercial Insurance, Professional Liability, Negotiation, Strategic Planning, Customer Service, Leadership, Team Building, Sales Management, Account Management, Marketing, Disability Insurance, Contract Negotiation, Microsoft Excel, Microsoft Office, Business Development, Training, Business Planning, Marketing Strategy, New Business Development, Analysis, Public Relations, Nonprofits, Strategy, Business Strategy, Process Improvement

Education
Salve Regina University   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.97

University of Massachusetts, Amherst   1997 — 2001
B.S, Business Management, 3.39

Mario A. Savoie Mario A. Savoie Greater Chicago Area Details
Mario A. Savoie's New York Life Insurance Company Experience January 2010 - July 2012
Job Financial Consultant at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network   2013 - Present
Hoopis Financial Group  June 2012 - September 2013
Parkview Christian Church  2009 - 2013
New York Life Insurance Company   January 2010 - July 2012
Northwestern Mutual  February 2006 - January 2010
Sales  2001 - 2006

Skills
401k Rollovers, IRA Rollovers, Investments, Fixed Annuities, Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Wealth, Portfolio Management, Long Term Care Insurance, Life Insurance, 401k, Long-term Care, Strategic Planning, Financial Services, IRAs, Financial Analysis, Sales Management, Term Life Insurance, Series 63, Securities, Investment Strategies, Annuities, Financial Planning, Consultative Selling, Succession Planning, Business Planning, College Savings Plans, 529 Plans

Education
Saint Xavier University   1996 — 2001
Bachelor's of Science, Business Administration

Yvonne Madera Yvonne Madera Greater New York City Area Details
Yvonne Madera's New York Life Insurance Company Experience March 2015 - Present
Job Frontend Developer at New York Life
Industry Fine Art
Experience
New York Life Insurance Company   March 2015 - Present
Compass Healthcare Marketers  July 2014 - October 2014
Tristar Products, Inc.   November 2013 - February 2014
Health Monitor Network  September 2013 - November 2013
LexisNexis  November 2012 - August 2013
The Agenda Project  August 2012 - December 2012
Saint Peter's University  October 2011 - October 2012
Jersey City Mayor's Office   September 2010 - December 2010
The Christ Hospital  May 2010 - August 2010
Con Air Productions   January 2007 - April 2007

Skills
WordPress, PHP,..., Html, Front and..., Illustrator, Flash,..., Email forwarding and..., Social Media, HTML, Graphic Design, CSS, WordPress, Logo Design, PHP, jQuery, jQuery Mobile, Flash, Flash Animation, ActionScript, Illustrator, Photoshop

Education
Graphic Design Saint Peter's College   2009 — 2012
Bachelor of Art, Graphic Arts

Saint Peter's University   2009 — 2012
Bachelor of Arts (B.A.), Graphic Design, 5

Richard Joyal Richard Joyal Boston, Massachusetts Details
Richard Joyal's New York Life Insurance Company Experience 2012 - 2013
Job Business Development Representative at Pwnie Express
Industry Computer & Network Security
Experience
Pwnie Express  September 2015 - Present
Cross Insurance  2013 - 2014
New York Life Insurance Company   2012 - 2013

Skills
Property & Casualty..., Marketing, Life Insurance, Risk Management, Sales, Customer Service, Insurance, Time Management, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Banking, Social Networking, Public Speaking, Team Building, Strategic Planning, Social Media

Education
Saint Leo University   2008 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services

Keith Scala Keith Scala Greater New York City Area Details
Keith Scala's New York Life Insurance Company Experience March 1990 - Present
Job Storage Engineer at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   March 1990 - Present

Education
Saint Peter's University   1979 — 1983
Bachelor of Arts (BA), Mathematics and Computer Science

Alexandra Broughton Alexandra Broughton Montrose, New York Details
Alexandra Broughton's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2014 - Present

Skills
Estate Planning, Retirement Planning, Annuity Sales, Insurance, Wealth Preservation, Long Term Care Insurance, Rollovers, Key Person Insurance, Key Person Protection, Licensed to Sell...

Education
Saint Bonaventure University   2010 — 2014
Bachelor's degree, Communication, Journalism, and Related Programs

Hendrick Hudson High School   2005 — 2010

Emmanuel Sarabia Emmanuel Sarabia San Francisco Bay Area Details
Emmanuel Sarabia's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2015 - Present

Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Financial Analysis, Fixed Annuities, Coaching, Wealth Management, Estate Planning

Education
Saint Mary's College of California   2008 — 2013
Bachelor of Arts (BA)

Joe Whittemore Joe Whittemore Waltham, Massachusetts Details
Joe Whittemore's New York Life Insurance Company Experience December 2007 - August 2013
Job Operations Manager, and Recruiting Coordinator for Senior Partner Matt Brightman's office with New York Life
Industry Financial Services
Experience
Senior Partner Matt Brightman's office with New York Life   August 2013 - Present
New York Life Insurance Company   December 2007 - August 2013

Skills
Insurance, Customer Service, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Leadership, Financial Advisory, Financial Services, Financial Analysis, Securities, Process Improvement, Employee Benefits, Recruiting, Development Of Employees, Interviews, Cold Calling, Social Networking, Social Media, Finance, Estate Planning, Management, Sales, Microsoft Office, Marketing, Public Speaking, Time Management

Education
Salem State University

Luke Dentino Luke Dentino Princeton Junction, New Jersey Details
Luke Dentino's New York Life Insurance Company Experience May 2009 - September 2009
Job Underwriter & Compliance Associate at NJPURE (New Jersey Physicians United Reciprocal Exchange)
Industry Insurance
Experience
NJ PURE  September 2015 - Present
Munich Reinsurance America, Inc.   December 2014 - September 2015
Starr Companies  June 2010 - December 2014
New York Life Insurance Company   May 2009 - September 2009

Skills
Life Insurance, Commercial Insurance, Underwriting, Insurance, Legal Liability, Workers Compensation, Risk Management, Reinsurance, Property & Casualty..., Commercial Lines, Casualty, Liability, Liability Analysis, Microsoft Excel, Outlook, General Insurance, Microsoft Office, Analysis, PowerPoint, Financial Analysis, Microsoft Word, Finance, Public Speaking, Brokers, Umbrella Insurance, Claim, Professional Liability, Financial Risk, Casualty Insurance, Marketing, Customer Service, Account Management

Education
Saint Joseph's University   2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General

Notre Dame High School   2002 — 2006

Chau Nguyen, MBA, LUTCF, CLF Chau Nguyen, MBA, LUTCF, CLF Tarrytown, New York Details
Chau Nguyen, MBA, LUTCF, CLF's New York Life Insurance Company Experience April 2015 - Present
Job Vietnamese Market Manager
Industry Financial Services
Experience
New York Life Insurance Company   April 2015 - Present
New York Life Insurance Company   July 2009 - Present
New York Life Insurance Company   March 2006 - July 2009
Teva Pharmaceuticals ( Cephalon Inc)   July 1999 - March 2006
Global Pharmaceutical   January 1998 - May 1999

Skills
Time Management, Training, Business Planning, Securities, Wealth Management, Recruiting, Financial Advisory, Strategic Financial..., Investments, Mutual Funds, Leadership, Small Business, Management, Life Insurance, Financial Analysis, Analysis, Risk Management, Strategic Planning, Term Life Insurance, Teamwork, Strategy, Series 7, Insurance, Sales, Finance, Long Term Care Insurance, Staff Development, Employee Benefits, Financial Services, Retirement Planning, Portfolio Management, Financial Planners, IRAs, Disability Insurance, Investment Strategies, Retirement, Fixed Annuities, 401k, Estate Planning, Long-term Care, Health Insurance

Education
The American College   2012 — 2012
CLF

Saint Joseph's University   2002 — 2005
Executive -MBA, Pharmaceutical Marketing

St. Joseph's University   2000 — 2002
Master of Science (M.S.), Analytical Chemistry

Temple University   1993 — 1997
B.S, Chemistry

Courtney Kaska Courtney Kaska San Francisco Bay Area Details
Courtney Kaska's New York Life Insurance Company Experience January 2011 - December 2011
Job Territory Manager Critical Care at Verathon Inc., subsidiary of Roper Technologies, Inc.
Industry Medical Devices
Experience
Verathon Inc., subsidiary of Roper Technologies, Inc.   September 2015 - Present
Verathon Inc., subsidiary of Roper Technologies, Inc.   January 2015 - August 2015
Verathon Inc., division of Roper Industries   June 2014 - December 2014
Ricoh Americas Corporation  August 2012 - June 2014
New York Life Insurance Company   January 2011 - December 2011
Saint Joseph's University  February 2010 - August 2011
Saint Joseph's University  May 2009 - May 2011
Morgan Stanley Smith Barney  June 2009 - August 2009
Tranquility Day Spa  February 2008 - August 2008

Skills
Microsoft Office, Research, Recruiting, Fundraising, Office Administration, Facebook, Sales, Non-profits, Management, Time Management, Retail, Nonprofits

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012
Bachelor of Science in Business Administration, Finance

Charlie Beshwaty Jr. Charlie Beshwaty Jr. Canton, Massachusetts Details
Charlie Beshwaty Jr.'s New York Life Insurance Company Experience May 2013 - October 2013
Job Fund Admin State Street
Industry Financial Services
Experience
State Street  January 2015 - Present
Canton Middle School  September 2011 - Present
AppsUnloaded   December 2013 - July 2014
New York Life Insurance Company   May 2013 - October 2013
SENEDIA   January 2013 - May 2013
Orange Leaf Frozen Yogurt  September 2012 - May 2013
Canton Junction   April 2012 - September 2012
CJ’s Deli   April 2011 - September 2011

Skills
Communication, Organization, Determination, Microsoft Office, Sales, Life Insurance, Highly Dedicated, Teamwork, Microsoft Excel, Food Service, PowerPoint, Leadership, Time Management, Facebook, Social Networking, Microsoft Word, Social Media, Team Leadership, Insurance, Customer Service

Education
Salve Regina University   2009 — 2013
Bachelor of Science (B.S.), Finance

Canton High School   2005 — 2009
General Studies

Lili Bentho Lili Bentho Greater Minneapolis-St. Paul Area Details
Lili Bentho's New York Life Insurance Company Experience 2006 - 2009
Job Custom products consultant at Andersen Corporation
Industry Building Materials
Experience
Andersen Corporation  May 2010 - Present
New York Life Insurance Company   2006 - 2009
UnitedHealth Group  2004 - 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Leadership, Nonprofits, Process Improvement, Time Management, Management, Healthcare, Social Media, Project Management

Education
Saint Mary's University of Minnesota   2014 — 2015
Master's degree, Health/Health Care Administration/Management

University of St. Thomas   2007 — 2010
Bachelor's degree, Community health education

Lyndsey Kelly Lyndsey Kelly Rochester, New York Area Details
Lyndsey Kelly's New York Life Insurance Company Experience September 2012 - Present
Job Sales Development Manager, MBA, CLTC at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2012 - Present
NYLIFE Securities LLC  December 2009 - September 2012
First Investors Corporation  January 2005 - December 2009
Wachovia  May 2004 - December 2004
Morgan Stanley  May 2000 - August 2003

Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing

Education
Saint Bonaventure University   1999 — 2004
BA & MBA, Finance & Accounting

Aquinas Institute   1995 — 1999
Regents Diploma, General Education

Mark Danhoff Mark Danhoff Greater Chicago Area Details
Mark Danhoff's New York Life Insurance Company Experience November 2008 - June 2009
Job Vice President and Corporate Aircraft Specialist at US Bank Capital Equipment Group
Industry Banking
Experience
U.S. Bank   March 2014 - Present
Balboa Capital  May 2013 - April 2014
American Enterprise Bank  September 2010 - March 2012
US Small Business Administration  July 2009 - March 2010
New York Life Insurance Company   November 2008 - June 2009
Banc of America Leasing – Corporate Aircraft Finance   2005 - 2008
General Electric Commercial Finance – Corporate Aircraft Finance   2000 - 2005
Transamerica Equipment Financial Services/Equipment Finance and Lease Division   1996 - 2000
Heller Financial, Inc./Commercial Equipment Finance Division   1995 - 1996
The CIT Group/Capital Equipment Financing, Inc./(F/K/A Manufacturers Hanover Leasing Corporation)   1984 - 1995

Skills
New Business Development, Credit, Finance, Negotiation, Corporate Finance, Loans, Portfolio Management, Asset Management, Business Development, Strategic Planning, Credit Analysis, Customer Service, Business Strategy, Risk Management, Asset Managment, Real Estate, Financial Structuring, Contract Negotiation, Financial Analysis, Insurance, Asset Based Lending, Management, Financial Risk, Financial Services

Education
Saint Leo University   1979 — 1984
B.A., Business Management

Bob Hengen Bob Hengen Phoenix, Arizona Area Details
Bob Hengen's New York Life Insurance Company Experience 1984 - 1986
Job VP at dbWebNet, Inc.
Industry Computer Networking
Experience
dbWebNet, Inc.   January 1988 - Present
Total Terminal Services   1986 - 1988
New York Life Insurance Company   1984 - 1986
Greyhound Lines, Inc.   1974 - 1983
U.S. Army   March 1966 - September 1973

Skills
SaaS, Networking, Network Administration, Security, Cloud Computing, Troubleshooting, Solution Selling, Managed Services, New Business Development, Network Security, Sales, Cisco Technologies, Disaster Recovery, VoIP, IaaS, Dedicated Hosting, Office 365, MPLS, Channel Partners, Virtualization, Data Center, Enterprise Software, Storage, VMware, Storage Area Networks

Education
Spokane Community College   1974 — 1976
Business Administration, Management and Operations

Saint Martin's College   1965 — 1966
General Studies

Joseph Mihok Joseph Mihok Greater Philadelphia Area Details
Joseph Mihok's New York Life Insurance Company Experience October 2010 - December 2010
Job Senior IT Consultant at Skoda Minotti
Industry Information Technology and Services
Experience
Skoda Minotti  July 2014 - Present
BDO USA, LLP  October 2013 - June 2014
PwC  July 2012 - September 2013
Wall Street Trading Room at Saint Joseph's University   2010 - 2012
Sunoco Corporate Office   May 2011 - August 2011
True Action, an eBay Inc. Company   February 2011 - April 2011
New York Life Insurance Company   October 2010 - December 2010
AmerisourceBergen  May 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Process Improvement, Outlook, Access, Financial Modeling, Cross-functional Team..., Customer Service, Budgets, Sales, Market Research, Pharmaceutical Industry, Healthcare, Research, Auditing, Accounting, Finance, Financial Analysis

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012
Bachelor of Science (B.S.), Finance and Economics

Sarah Benton Sarah Benton Greater Philadelphia Area Details
Sarah Benton's New York Life Insurance Company Experience June 2014 - November 2014
Job Account Representative at Synerfac Technical Staffing
Industry Staffing and Recruiting
Experience
Synerfac Technical Staffing  November 2014 - Present
Next Level Marketing  April 2014 - Present
New York Life Insurance Company   June 2014 - November 2014
Saint Joseph's University Executive MBA   September 2010 - May 2014
Feastivities Events  May 2013 - August 2013
Main Line Audiology Consultants   May 2011 - September 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Marketing, Social Networking, PowerPoint, Social Media, Leadership, Research, Time Management, Event Planning, Public Speaking, Team Leadership, Teamwork, Outlook, Food, Event Management, Fundraising

Education
Saint Joseph's University   2010 — 2014
BS, Food Marketing

Merion Mercy Academy   2006 — 2010

Brandon Salerno Brandon Salerno Jamestown, New York Area Details
Brandon Salerno's New York Life Insurance Company Experience January 2011 - November 2011
Job Assistant Baseball Coach at St. Bonaventure University
Industry Financial Services
Experience
St. Bonaventure University  August 2013 - Present
Jamestown Community College  August 2012 - August 2013
Southern Tier All Star Sports   June 2009 - August 2013
The Center for Sports Skill Measurement and Improvement, LLC   November 2011 - August 2012
New York Life Insurance Company   January 2011 - November 2011

Skills
Customer Service, Sports, Sports Management, Microsoft Excel, Sports Marketing, Event Planning

Education
Saint Bonaventure University   2005 — 2009
BS, Business Management

Dan Bigaouette Dan Bigaouette Minneapolis, Minnesota Details
Dan Bigaouette's New York Life Insurance Company Experience May 2012 - December 2012
Job Production Supervisor at Cambria
Industry Building Materials
Experience
Cambria  February 2013 - Present
New York Life Insurance Company   May 2012 - December 2012
Wells Fargo Shareowner Services  December 2011 - April 2012
GreenGuard Construction   May 2011 - October 2011
Cambria  May 2007 - August 2010

Skills
Customer Service, Microsoft Excel, Sales, Insurance, Microsoft Office, Outlook, Life Insurance, Microsoft Word, Marketing, PowerPoint, Public Speaking, Leadership, Disability Insurance, Negotiation, Budgets

Education
St. John's University   2007 — 2011
Bachelor's degree, Business Administration, Management and Operations

Sibley East High School   2004 — 2007

Juan Carlos Rovira Juan Carlos Rovira Tampa, Florida Details
Juan Carlos Rovira's New York Life Insurance Company Experience August 2014 - February 2015
Job Agent at western and southern life
Industry Financial Services
Experience
Western & Southern Life  March 2015 - Present
New York Life Insurance Company   August 2014 - February 2015
Nordstrom  August 2013 - June 2014

Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Relationship Building, Business Exit Strategy, Business Insurance..., Direct Sales, Education Funding..., Grandchild Gifting, Sales, Selling, Risk Management, Retirement Planning, Insurance

Education
Universidad de Puerto Rico   2008 — 2009

Saint Leo University   2007 — 2008

Pat Larkin Pat Larkin Boston, Massachusetts Details
Pat Larkin's New York Life Insurance Company Experience June 2010 - June 2011
Job Account Executive at NetProspex
Industry Computer Software
Experience
NetProspex (Acquired by Dun & Bradstreet)   October 2013 - Present
Truebridge Financial Marketing  June 2011 - September 2013
New York Life Insurance Company   June 2010 - June 2011
Nowak and Nowak Financial Services   January 2010 - July 2010
Collegiate Entreprenuers, Inc.   March 2009 - September 2009
Berkshire Bank  December 2008 - January 2009
Escalate Retail  May 2007 - August 2007

Skills
Mergers, Customer Retention, Financial Services, Marketing Communications, Sales, Banking, Management, Mergers & Acquisitions, Business Development, CRM, Finance, Insurance, Salesforce.com, Leadership, Marketing, B2B, Lead Generation, Email Marketing, SaaS, Sales Process, Solution Selling, Objection Handling, Beekeeping, B2B Marketing

Education
Saint Michael's College   2006 — 2010
B.S, Business Administration

H. Earl Evans IV H. Earl Evans IV Newport, Rhode Island Details
H. Earl Evans IV's New York Life Insurance Company Experience December 2008 - June 2011
Job Partner at Paramount Auto Group
Industry Automotive
Experience
Paramount Auto Group   August 2013 - Present
Merrill Lynch  June 2012 - 2013
Morgan Stanley Smith Barney  July 2011 - June 2012
New York Life Insurance Company   December 2008 - June 2011
The Saltwater Edge   June 2003 - January 2008

Education
Morristown-Beard School

Salve Regina University
B.S., Economics, Concentration in Finance

Steve Gannon Steve Gannon Greater Philadelphia Area Details
Steve Gannon's New York Life Insurance Company Experience January 1997 - January 1998
Job Providing Expert Insurance Advice to Pennsylvania Families & Businesses
Industry Insurance
Experience
Gannon Insurance Agency, Inc.   2000 - Present
Erie Insurance Group  2000 - 2010
Meehl Insurance   January 1998 - January 2000
New York Life Insurance Company   January 1997 - January 1998
CIGNA Group Insurance  January 1995 - January 1997
Prudential Insurance  January 1990 - January 1995

Skills
Customer Service, Life Insurance, General Insurance, Insurance, Property & Casualty..., Umbrella Insurance, Time Management, Selling, Homeowners, Commercial Insurance, Renters, Finance, Professional Liability, Workers Compensation, Analysis, Inland Marine, Liability, Underwriting, Brokers, Accident, Financial Services, Health Insurance, Management, Casualty, Marketing, Employee Benefits, Term Life Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Property Damage, Team Building, Claims Management, Property, D&O, Disability Insurance, Claim, Call Centers, Small Business, Commercial Lines, Sales Management, Risk Management, Legal Liability, Whole Life, Universal Life

Education
Saint Joseph's University   1987 — 1990
B.S. & MBA, Finance & Business Management

Cardinal Dougherty H.S.
Finance, General

William McCollum William McCollum Chalfont, Pennsylvania Details
William McCollum's New York Life Insurance Company Experience March 2007 - July 2007
Job Retirement Plan Design & Administration
Industry Financial Services
Experience
Frankel Lerner & O'Connor, Inc.   January 2008 - Present
New York Life Insurance Company   March 2007 - July 2007
Penske Truck Leasing  October 2004 - March 2007
Penske Truck Leasing  May 2004 - October 2004

Skills
Defined Contribution, Defined Benefit, Account Management, Pensions, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Employee Benefits, Sales, Finance, PowerPoint, Leadership, Insurance, Retirement, Retirement Planning, Marketing, Management, Team Building, Sales Management, Social Media, Contract Negotiation, Investments, Project Management, Financial Reporting, Pension Administration, Supervisory Skills

Education
Saint Joseph's University   2000 — 2004
Bachelor of Science (B.S.), Finance, General

Darlene Slaman Darlene Slaman Tampa, Florida Details
Darlene Slaman's New York Life Insurance Company Experience December 2008 - May 2010
Job Training Manager II
Industry Insurance
Experience
Ideal Dialogue   August 2015 - Present
Ideal Dialogue   April 2014 - Present
State Farm  May 2013 - April 2014
MRW Financial Inc.   May 2010 - June 2013
New York Life Insurance Company   December 2008 - May 2010
Brown & Brown  January 2004 - August 2008
ABCO Insurance Agency   March 2001 - January 2004

Skills
Insurance, Health Insurance, New Business Development, Underwriting, Brokers, Employee Benefits, Account Management, Sales Management, Disability Insurance, General Insurance, Negotiation, Life Insurance, Marketing Strategy, Customer Service, Long Term Care Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Retirement Planning

Education
Saint Leo University   2014 — 2015
Bachelor of Business Administration (BBA), Accounting

St. Petersburg College
Associate of Arts (A.A.), Accounting

University of Puerto Rico   1996 — 1997
Accounting and Finance

Rich Suplee Rich Suplee Philadelphia, Pennsylvania Details
Rich Suplee's New York Life Insurance Company Experience November 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2013 - Present
Windsor Financial Group/ MassMutual   October 2012 - October 2013
University of Pennsylvania  September 2012 - July 2013
Harriton High School  December 2010 - August 2012

Skills
Disability Insurance, Insurance, Retirement, Access

Education
Saint Joseph's University   2011 — 2012
Master's degree, Education with a focus in Reading

Saint Joseph's University   2006 — 2010
B.S., Elementary Education/ Special Education

Christopher J. Riebling, CFP® Christopher J. Riebling, CFP® Long Valley, New Jersey Details
Christopher J. Riebling, CFP®'s New York Life Insurance Company Experience May 2010 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company   May 2010 - Present
NYLIFE Securities LLC  May 2010 - Present
Eagle Strategies LLC  May 2010 - Present
McNeil Consumer Healthcare  January 2009 - July 2009
SAP  September 2007 - December 2007

Skills
Retirement Planning, Insurance, Investments, Securities, Finance, Annuity Sales, Asset Protection, Estate Planning, 401k Rollovers

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2010
Bachelor of Science, Finance

West Morris Central   2002 — 2006

Thomas Messina Thomas Messina Greater New York City Area Details
Thomas Messina's New York Life Insurance Company Experience May 2013 - Present
Job Dedicated Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2013 - Present
Town of Old Tappan Recreation Department   June 2012 - Present
Town of Old Tappan Recreation Department   June 2011 - Present
QlikTech  February 2012 - September 2012
Herlihy Construction   May 2011 - August 2011
Dry Ice, Inc.   June 2010 - August 2010

Skills
Networking, Life Insurance, Communication, Management, Teamwork, Leadership, Business Networking

Education
Saint Joseph's University   2010 — 2014
Bachelor of Science in Business Administration, Marketing

Northern Valley Old Tappan High School   2008 — 2010

Don Bosco Prep   2006 — 2008

Erin Cheatwood Erin Cheatwood Tampa/St. Petersburg, Florida Area Details
Erin Cheatwood's New York Life Insurance Company Experience October 2013 - Present
Job
Industry Marketing and Advertising
Experience
New York Life Insurance Company   October 2013 - Present
New York Life  April 2005 - October 2013
Bekaert  April 2001 - April 2005

Skills
Marketing Communications, Advertising, Creative Direction, Direct Marketing, Marketing, Marketing Strategy, Public Relations, Strategic Planning, Email Marketing, New Business Development, Online Marketing, Social Media Marketing, Lead Generation, Integrated Marketing

Education
Saint Leo University   1991 — 1995
Bachelor of Fine Arts (BFA), English

Jeff Worthley Jeff Worthley Greater Boston Area Details
Jeff Worthley's New York Life Insurance Company Experience April 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Political Organization
Experience
NYLIFE Securities LLC  April 2009 - Present
New York Life Insurance Company   April 2009 - Present
Consulted   November 2005 - April 2009
Salem Area Chamber of Commerce  June 2003 - May 2005
City of Gloucester  January 2001 - January 2005
Cape Ann Chamber of Commerce  November 1999 - June 2003

Skills
Licensed Life Insurance..., Retirement Planning, Estate Planning, 401k Rollovers, Wealth Preservation..., Public Speaking, Fundraising, Community Outreach, Non-profits, Public Relations, Event Planning, Research, Microsoft Office, Political Campaigns, Public Policy, Microsoft Excel, Social Media, Politics, Event Management, Long Term Care Insurance, Nonprofits, Life Insurance, Disability Insurance, Investments, Finance, Social Media Marketing, Leadership, Customer Service

Education
Salem State College   1995 — 2000
2000, Criminal Justice/Law Enforcement Administration

billiah moturi billiah moturi Greater New York City Area Details
billiah moturi's New York Life Insurance Company Experience December 2007 - March 2012
Job CPA
Industry Accounting
Experience
Prudential Financial  January 2015 - Present
New York Life Insurance  March 2012 - Present
New York Life Insurance Company   December 2007 - March 2012

Skills
GAAP, Financial Reporting, Private Equity, Accounting, Tax Preparation, Journal Entries, Tax Returns, General Ledger, Investments, CPA, Financial Accounting, Financial Statements, Internal Controls, Auditing, US GAAP

Education
St. Peter's College   2004 — 2007
Master's degree, Accounting

Montclair State University

Kimberly Bigger Kimberly Bigger Greenwich, Connecticut Details
Kimberly Bigger's New York Life Insurance Company Experience November 2013 - Present
Job Senior Associate, Marketing Operations at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company   November 2013 - Present
New York Life Insurance Co  April 2005 - November 2013
New York Life  January 2004 - November 2013
Aquent  April 1999 - January 2004

Skills
Project Management, Insurance, Marketing, Vendor Management, Business Development, Account Management, Baking, Financial Services, Marketing Communications, Multi-channel Marketing, Customer Acquisition, Business Analysis, Marketing Strategy, Marketing Management, Competitive Analysis, Life Insurance, Strategic Partnerships, Product Marketing, Strategy, Budgets, Integrated Marketing, Digital Marketing, Strategic Planning, Management, Cross-functional Team..., Sales, Leadership, Social Networking, New Business Development

Education
Saint Michael's College   1989 — 1993
Bachelor of Arts (B.A.), Fine Arts, Painting

Jason Jeffs Jason Jeffs Greater Salt Lake City Area Details
Jason Jeffs's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2015 - Present
busybusy  January 2014 - June 2015
Varilease  January 2012 - January 2014
Envirocare Waste Solutions   February 2008 - December 2011

Skills
Management, New Business Development, Customer Service, Sales Management, Strategic Planning, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Key Person Protection, Licensed Life Insurance..., Small Business, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Personal Finance, Retirement Income..., Retirement Planning, Supplements to Employee..., Term Life Insurance, Universal Life, Whole Life Insurance, Wealth Transfer..., Creative Problem Solving, Strategy, Income Protection, Fixed Annuities, Buy-sell Agreements, Education Funding..., Life Insurance, Problem Solving

Education
Advanced Technical Center   2000 — 2001
Associate’s Degree, Certified Microsoft Systems Engineer

Salt Lake Community College   1994 — 1996
Associate’s Degree, Business, Management, Marketing, and Related Support Services

Alta High School   1988 — 1991
High School, Generals, Diploma

Christopher Fredo, CLU, LUTCF Christopher Fredo, CLU, LUTCF Barnstable/Yarmouth, Massachusetts Area Details
Christopher Fredo, CLU, LUTCF's New York Life Insurance Company Experience March 2007 - November 2010
Job Senior Development Manager
Industry Financial Services
Experience
New York Life  November 2010 - Present
New York Life Insurance Company   March 2007 - November 2010
New York Life Insurance Company   March 2004 - March 2007
Enterprise Rent-A-Car  1997 - 2000
Fidelity Investments  1996 - 1997

Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Investments, Securities, Succession Planning, Strategic Planning, Mutual Funds, Sales Management, Coaching, Financial Services, Leadership Development, Team Building

Education
FINRA Series 6, 7, 26, 63

Finra Series 7, 6, 26, 63

The American College
CLU, LUTCF

Saint Michael's College   1991 — 1995
BS, Business Administration

Hebron Academy   1990 — 1991

Lunenburg High School   1987 — 1990

Mose Witt Mose Witt Greater Philadelphia Area Details
Mose Witt's New York Life Insurance Company Experience October 2000 - October 2011
Job President Insurance Solutions
Industry Financial Services
Experience
New York Life Insurance Company   October 2000 - October 2011
AIG Life  November 1998 - October 2000
General American Life  January 1985 - November 1998
Mutual Benefit Life  May 1980 - January 1985

Skills
Insurance, Cross-functional Team..., Fixed Annuities, Financial Services, Product Management, Marketing Strategy, Strategic Planning, Employee Benefits, Product Development, Training & Development, Process Improvement, Financial Planning, Investments, Competitive Intelligence, Wealth Management, Business Relationship..., Case Management, Market Intelligence, Proposal and..., Annuities, Competitive Analysis, Business Strategy, Business Process..., Product Strategy, Operations Management, Private Placements, Variable Life and..., Agency Brokerage..., Retirement Planning, Leadership, Life Insurance, Marketing

Education
Saint Louis University
Executive Masters

University of Alabama
BS

University of Alabama at Birmingham
BS

Chris Cuneo Chris Cuneo Baltimore, Maryland Area Details
Chris Cuneo's New York Life Insurance Company Experience April 2002 - August 2006
Job Corporate Vice President
Industry Insurance
Experience
New York Life  August 2006 - Present
New York Life Insurance Company   April 2002 - August 2006
New York Life Insurance Company   April 1999 - April 2002
New York Life Insurance Company   June 1998 - April 1999

Skills
Financial Analysis, Financial Services, Insurance, Leadership, Life Insurance, Performance Management, Whole Life, Term Life Insurance, Fixed Annuities, Underwriting

Education
Salisbury University   1992 — 1996

Damato, Jimmy Damato, Jimmy Greater New York City Area Details
Damato, Jimmy's New York Life Insurance Company Experience March 1999 - November 2005
Job Accountant, Tax practitioner, Business services
Industry Accounting
Experience
Adler Development   May 2011 - May 2013
ING Clarion  November 2005 - November 2010
New York Life Insurance Company   March 1999 - November 2005

Skills
Internal Controls, Account Reconciliation, Financial Audits, Financial Analysis, Financial Reporting, Financial Statements, Variance Analysis, Accounts Receivable, General Ledger

Education
St. John's University   1994 — 1998
BS, Accounting

Brian Randazzo Brian Randazzo Greater Philadelphia Area Details
Brian Randazzo's New York Life Insurance Company Experience June 2007 - December 2007
Job Sales Representative at DePuy Spine
Industry Medical Devices
Experience
DePuy Spine  January 2011 - Present
Smith and Nephew  December 2007 - January 2011
New York Life Insurance Company   June 2007 - December 2007

Skills
Operating Room, Market Development, Medical Devices, Orthopedic, Product Launch

Education
Saint Joseph's University   2003 — 2007
Bachelor of Science (B.S.), Pharmaceutical Marketing and Management

Stephanie McFarlane Stephanie McFarlane Tampa/St. Petersburg, Florida Area Details
Stephanie McFarlane's New York Life Insurance Company Experience January 1997 - January 2006
Job Insurance Professional
Industry Insurance
Experience
METROPOLITIAN LIFE INSURANCE COMPANY   April 2008 - August 2009
WellCare  April 2007 - April 2009
New York Life  1997 - 2009
New York Life Insurance Company   January 1997 - January 2006
New York Life Insurance Company   January 1999 - January 2005
New York Life Insurance Company   January 1997 - January 1999

Education
Saint Leo University   1999 — 2001
BA, HUMAN RESOURCES ADMINISTRATION

NOVA SOUTEASTERN UNIVERSITY
MASTER OF ARTS, BUSINESS ADMINISTRATION (2003)

NOVA SOUTHEASTERN UNIVERSITY
MASTER OF SCIENCE, HUMAN RESOURCES MANAGEMENT (2004)

Chad Jaggi Chad Jaggi Greater Salt Lake City Area Details
Chad Jaggi's New York Life Insurance Company Experience November 2007 - February 2008
Job UPS teamster
Industry Package/Freight Delivery
Experience
UPS  November 2009 - Present
New York Life Insurance Company   November 2007 - February 2008

Education
Salt Lake Community College   2005 — 2009

David DuBrava David DuBrava Greater Boston Area Details
David DuBrava's New York Life Insurance Company Experience November 2007 - May 2013
Job Senior Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2013 - Present
New York Life Insurance Company   November 2007 - May 2013
New York Life Insurance Company   July 2006 - November 2007
Fidelity Investments  March 2004 - July 2006

Skills
Series 6, Series 63, Life Insurance, Teaching, Training Delivery, International Project..., Leadership, Management, 401k, Retirement, Retirement Planning, Strategy, Relationship Management

Education
Saint Bonaventure University   2000 — 2001
MBA, Accounting/Finance

University at Buffalo   1993 — 1998
Bachelors, Health and Human Resources

Mark Apolenis Mark Apolenis Salisbury, Maryland Details
Mark Apolenis's New York Life Insurance Company Experience April 2012 - Present
Job Financial Services Professional at Atlantic Financial Group, LLC
Industry Insurance
Experience
Atlantic Financial Group, LLC   September 2012 - Present
New York Life Insurance Company   April 2012 - Present
Wor-Wic Community College  2014 - 2014
Wor-Wic Community College  2014 - 2014
Wor-Wic Community College  2014 - 2014
Wor-Wic Community College  2014 - 2014
Salisbury University  November 2011 - September 2012
Aflac & Select Insurance   August 2008 - January 2012
Water Loss Systems, Inc   October 2006 - August 2008
Seacrets Inc   February 2002 - September 2005

Skills
Insurance, Public Speaking, Small Business, Retirement, Employee Benefits, Long-term Care, PowerPoint, Life Insurance, Strategic Planning, Customer Service, Marketing, Event Planning, Microsoft Office, Project Management, Disability Insurance, Leadership, Term Life Insurance, Fixed Annuities, Sales, Finance, Financial Services

Education
Salisbury University - Perdue School of Business   2001 — 2004
Personal and Corporate Planning, Finance

Damascus High   1996 — 2000

Baker Middle   1994 — 1996

McAullife Elementary   1987 — 1993

Steve Poulos Steve Poulos Greater Boston Area Details
Steve Poulos's New York Life Insurance Company Experience January 2004 - March 2005
Job Investment Operation Analyst / Trader
Industry Financial Services
Experience
Loring, Wolcott & Coolidge   September 2006 - May 2012
State Street  March 2005 - September 2006
Poulos Construction   April 1998 - August 2005
New York Life Insurance Company   January 2004 - March 2005

Education
Salem State University   2000 — 2003
Bachelor of Science in Business Administration, Finance & Accounting

Craig Hughes Craig Hughes Warwick, Rhode Island Details
Craig Hughes's New York Life Insurance Company Experience September 2007 - August 2011
Job Mass Mutual Southern New England
Industry Financial Services
Experience
MassMutual Financial Group  September 2011 - Present
New York Life Insurance Company   September 2007 - August 2011
The Guardian Life Insurance Company of America  2002 - 2007

Skills
Mutual Funds, Insurance, Employee Benefits, Series 7, Fixed Annuities, Retirement Planning, Estate Planning, Retirement, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Long-term Care, Series 63, Portfolio Management, Financial Planners, 401k, Financial Services, Finance, Securities, Series 6, FINRA, Management

Education
Salve Regina University   1993 — 2002
MBA, Management

Hendricken   1989 — 1993

Barrett Ethington Barrett Ethington Greater Salt Lake City Area Details
Barrett Ethington's New York Life Insurance Company Experience August 2015 - Present
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2015 - Present
NYLIFE Securities LLC  October 2013 - Present
New York Life Insurance Company   April 2013 - Present
Apple  October 2008 - April 2013
Apple  2007 - 2013
RDL Condominiums   May 2008 - June 2011
Nok.inc   March 2010 - May 2011
Aspen Hills Mortgage   April 2007 - December 2009

Skills
Protection Planning/ ..., Multi-Generational ..., Retirement, Retirement planning, Small Business, Multi-Tasking Skills, Multi-Generational ..., Succession planning, Thought Leadership, Time Management, Wealth Preservation ..., 401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Team Building, Customer Satisfaction, Retail, Sales, Succession Planning, iLife, Retirement Planning, iWork, Team Leadership, Customer Experience, Management, Leadership, Life Insurance

Education
Salt Lake Community College   2008 — 2012
Associate of Science (AS), Business Administration and Management, General

Utah Mortgage School   2006 — 2007
Licensed Broker, Finance, General

Charles Alberti Charles Alberti New York, New York Details
Charles Alberti's New York Life Insurance Company Experience December 2012 - Present
Job Corporate Vice President at New York Life Sr. Enterprise Architect Enterprise Technology
Industry Insurance
Experience
New York Life Insurance Company   December 2012 - Present
AEGIS Insurance Services  May 2010 - 2012
Fidelity Investments  2009 - April 2010
Morgan Stanley  April 1996 - March 2007
Shearson Lehman / Smith Barney   1987 - 1996

Skills
Data Modeling, Business Intelligence, IT Strategy, Data Integration, Data Warehousing, Vendor Management, SDLC, Enterprise Architecture, ETL, Requirements Analysis, Program Management, Database Design, Business Analysis, Technical Architecture, Integration Planning, Vendor Relationships, Data Warehouse..., Management Development, Portfolio Management, Information Architecture, Governance, SharePoint, Databases, Systems Analysis, Data Warehouse..., Data Governance, Disaster Recovery, Requirements Gathering, Master Data Management, Business Objects, Integration, Solution Architecture, Software Project...

Education
St. John's University
Bachelor of Science

Robert Silberman Robert Silberman Greater New York City Area Details
Robert Silberman's New York Life Insurance Company Experience November 2013 - September 2014
Job Looking For An Accounting Position
Industry Financial Services
Experience
STV  April 2015 - June 2015
Jackson Hewitt Tax Service Inc.  January 2015 - April 2015
Bonelli & Associates   December 2014 - April 2015
New York Life Insurance Company   November 2013 - September 2014
BNY Mellon  February 2010 - October 2013
H&R Block  2011 - 2013
Bank of New York Mellon  June 2008 - December 2009
Bank of New York Mellon  December 2006 - December 2009
Bank of New York Mellon  December 2006 - June 2008
Deutsche Asset Management  April 2000 - April 2005

Skills
Equities, Portfolio Management, Account Reconciliation, Accounting, Fixed Income, Bloomberg, Mutual Funds, Financial Services, Trading, Cash Flow, Options, Tax, Software Documentation

Education
St. John's University   1993 — 1996
M. B. A, Accounting, 3.44 GPA

Saint John's University   1992 — 1996
MBA, Accounting

S.U.N.Y. @ BUFFALO   1981 — 1984
B.S, Business Administration

General Douglass MacArthur High School   1976 — 1979
Regents Diploma, Various

Rajvir Kaur, MBA Rajvir Kaur, MBA Greater New York City Area Details
Rajvir Kaur, MBA's New York Life Insurance Company Experience June 2006 - January 2011
Job Fund Administration and Compliance Supervisor
Industry Financial Services
Experience
US Bancorp  August 2015 - Present
Prudential Financial  May 2013 - July 2015
MetLife  January 2011 - May 2013
New York Life Insurance Company   June 2006 - January 2011

Skills
Financial Reporting, Accounting, Variance Analysis, General Ledger, Account Reconciliation, Finance, Financial Analysis, Insurance, GAAP, Managerial Finance, Financial Accounting, Investments, Analysis, Strategic Financial...

Education
Saint Peter's University
Master of Business Administration (MBA)

Saint Peter's University
Bachelor of Science (B.S.), Accounting

Jacqueline Avens Jacqueline Avens Greater New York City Area Details
Jacqueline Avens's New York Life Insurance Company Experience January 2009 - May 2009
Job Compensation Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2014 - Present
Towers Watson  June 2010 - May 2014
St. Joseph's University   September 2006 - May 2010
Lincoln Financial Group  September 2009 - December 2009
PHH Mortgage  June 2009 - August 2009
New York Life Insurance Company   January 2009 - May 2009
Towers Perrin  June 2008 - August 2008

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Deferred Compensation, Human Resources, Microsoft Office, Executive Pay, Equities, College Recruiting, Performance Management, Organizational..., Leadership

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science (BS), Finance and Economics

Adam Malatestinic Adam Malatestinic Harrisburg, Pennsylvania Area Details
Adam Malatestinic's New York Life Insurance Company Experience August 2010 - September 2011
Job Independent Business Owner at ACN
Industry Accounting
Experience
Foot Locker  June 2014 - Present
ACN  September 2013 - Present
Hersha Hospitality  December 2012 - June 2014
LA Fitness  September 2011 - November 2012
Emerald Asset Management  April 2012 - September 2012
New York Life Insurance Company   August 2010 - September 2011
Saint Joseph's University  2008 - 2010

Skills
PowerPoint, Accounting, Financial Analysis, Microsoft Word, Outlook, Financial Planners, Microsoft Office, Budgets, Public Speaking, Payroll, Financial Reporting, Event Planning, Forecasting, General Ledger, Accounts Payable, Microsoft Excel, Access, Leadership Development, Strategic Planning, Financial Statements, Finance, Leadership

Education
Saint Joseph's University   2007 — 2010
Bachelor of Science (BS), Accounting

bishop mcdevitt high school   2002 — 2006

A. Thomas Smith III A. Thomas Smith III Greater New York City Area Details
A. Thomas Smith III's New York Life Insurance Company Experience January 1994 - January 1999
Job Managing Director/Global Head of Asset and Wealth Management Legal at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank  June 2004 - Present
Morgan Stanley  August 2001 - May 2004
Van Kampen Investments  February 1999 - July 2001
New York Life Insurance Company   January 1994 - January 1999
THE DREYFUS CORPORATION  March 1991 - December 1993
Willkie Farr & Gallagher LLP  January 1989 - February 1991
U.S. Securities and Exchange Commission   January 1986 - December 1988
Illinois Department of Financial and Professional Regulation  September 1984 - December 1985

Skills
Legal Expert in the..., Securities Regulation, Investment Company Act, Mutual Funds, Asset Management, Wealth Management, Corporate Law, Leadership, Management, Investments, Alternative Investments, Due Diligence, SEC, Investment Advisers Act, Capital Markets, Mergers & Acquisitions, Private Equity, Securities, Corporate Governance, Hedge Funds, Investment Management, Legal Assistance, Risk Management

Education
Saint Louis University   1978 — 1983
JD/MBA, Law and Business

Wabash College   1974 — 1978
Bachelor's degree, Religion/Religious Studies

Travis Findley Travis Findley Lansdale, Pennsylvania Details
Travis Findley's New York Life Insurance Company Experience May 2011 - September 2011
Job Senior Content Creator at TheBathOutlet
Industry Information Technology and Services
Experience
TheBathOutlet   February 2012 - Present
New York Life Insurance Company   May 2011 - September 2011

Skills
SQL, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Office, Open Office, Google Adwords, Google Docs, PPC, Public Speaking, Social Networking

Education
Saint Joseph's University   2007 — 2011
Bachelor's Degree, Business Administration and Management, General, 3.2

Saint Joseph's University   2007 — 2011

D. Edward Pratt D. Edward Pratt Greater Los Angeles Area Details
D. Edward Pratt's New York Life Insurance Company Experience December 2014 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2014 - Present

Skills
Public Speaking, Strategic Planning, Event Planning, Team Building, Social Media, Marketing, Social Media Marketing, Public Relations, Fundraising, Employee Relations, Advertising, Nonprofits, Email Marketing, Project Management, Coaching, Management

Education
Saint Mary's College of California   2005 — 2007
B.A. Business Management, Business

Saint Mary's College of California   2005 — 2007
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services

Anna Gupta Anna Gupta Greater St. Louis Area Details
Anna Gupta's New York Life Insurance Company Experience October 1985 - January 1994
Job President at MRM Financial services Inc
Industry Insurance
Experience
MRM Financial Services INC.   April 2000 - Present
Allstate  April 1997 - Present
New York Life Insurance Company   October 1985 - January 1994

Skills
Insurance and Financial..., Insurance, Fixed Annuities, Life Insurance, Long-term Care, Property & Casualty..., Health Insurance, Umbrella Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Customer Service, Commercial Insurance, Management, Marketing, Sales

Education
Saint Louis Community College-Florissant Valley   1980 — 1983
Associate of Arts and Sciences (A.A.S.), Computer Programming, 3.8

Kanpur University, India   1972 — 1976
Master of Arts (MA), Economics

Marcia Weekes Marcia Weekes Orlando, Florida Area Details
Marcia Weekes's New York Life Insurance Company Experience 1976 - 2011
Job Retired IT Project Manager
Industry Information Technology and Services
Experience
Retired and loving it!  2009 - Present
New York Life Insurance Company   1976 - 2011

Skills
IT Strategy, VMware, IT Management, Microsoft Exchange

Education
St. John's University
Bachelor of Arts (B.A.)

Jon Alcorn Jon Alcorn Orlando, Florida Area Details
Jon Alcorn's New York Life Insurance Company Experience November 2011 - April 2012
Job Regions Bank
Industry Banking
Experience
Regions Financial Corporation  September 2015 - Present
FRS Partners   April 2012 - April 2014
New York Life Insurance Company   November 2011 - April 2012
Enterprise Holdings Inc.  August 2007 - August 2011

Skills
Strategic Planning, Sales Process, Sales Management, Sales, Outlook, Management, Account Management, Cold Calling, Customer Retention, Customer Service, Enterprise Software, Customer Satisfaction, B2B, Salesforce.com, Team Building, Leadership, Training, Coaching, Sales Operations, Operations Management, Marketing, New Business Development, Team Leadership, Employee Training, Microsoft Office

Education
Saint Leo University   2000 — 2004
BA, Marketing, Management

Bryan Hancock Bryan Hancock Salt Lake City, Utah Details
Bryan Hancock's New York Life Insurance Company Experience February 2012 - July 2012
Job Owner at BNBH Associates
Industry Financial Services
Experience
BNBH Associates   July 2013 - Present
Interstate Tire Distribution   July 2012 - June 2013
New York Life Insurance Company.  February 2012 - July 2012
New York Life Insurance  February 2012 - July 2012
Dan's Foods  July 2010 - February 2012
Brink's Inc  January 2010 - June 2010
Mimi's Cafe  February 2008 - October 2009
Applebee's  June 2005 - February 2008

Skills
Customer Service, Microsoft Word, Microsoft Excel, Fixed Annuities, Finance, Retirement Planning, PowerPoint, Inventory Management, Time Management

Education
Salt Lake Community College   2007 — 2009
Associate's degree

Salt Lake Community College
General Education

University of Utah

Peter Brigando Peter Brigando Randolph, New Jersey Details
Peter Brigando's New York Life Insurance Company Experience June 2008 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2008 - Present

Skills
Assembler, Microsoft Excel, Mainframe, JCL, PLI, COBOL, VSAM, Microsoft Office, Fileaid, IBM Mainframe, TSO, Lotus Notes, BMC Remedy, CICS

Education
Saint Joseph's University   2004 — 2008
Bachelor of Science (B.S.), Decision & Systems Sciences

William Werfelman/NYLIC William Werfelman/NYLIC Redding, Connecticut Details
William Werfelman/NYLIC's New York Life Insurance Company Experience July 2012 - Present
Job Senior Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2012 - Present

Skills
Retirement Planning, Insurance, Public Relations, Strategic Communications, Fixed Annuities, Life Insurance, Media Relations, Investment Advisory, Financial Services, Asset Management, Equities, Finance, Investor Relations

Education
St. Bonaventure University   1971 — 1975
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Jenna LaFazia Howard Jenna LaFazia Howard Providence, Rhode Island Area Details
Jenna LaFazia Howard's New York Life Insurance Company Experience June 2013 - Present
Job Client Services Manager at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company   June 2013 - Present
Howard Consulting LLC   November 2011 - June 2013
Fidelity Investments  December 2006 - February 2009
Fidelity Investments  May 2005 - December 2006
Fidelity Investments  June 2004 - May 2005
Fidelity Investments  October 2001 - June 2004
Fidelity Investments  May 2000 - October 2001

Skills
Defined Contribution, Project Management, Compliance, Customer Service, Ad Hoc Reporting, Benefits Administration, Pension Administration, Employee Benefits, Non-Qualified Deferred...

Education
Saint Anselm College   1996 — 2000
Bachelor of Arts (B.A.), Sociology

Gregory Shelton Gregory Shelton Reading, Pennsylvania Area Details
Gregory Shelton's New York Life Insurance Company Experience August 2012 - February 2013
Job Business Development Account Representative at Carpenter Technology
Industry Financial Services
Experience
Carpenter Technology  December 2013 - Present
NASDAQ OMX  January 2013 - December 2013
New York Life Insurance Company   August 2012 - February 2013
Salisbury University  August 2009 - June 2011

Education
Salisbury University   2007 — 2011
Bachelor of Arts (B.A.), Conflict Analysis and Business Management