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,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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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
Kimberly Cheong, MS, CPA Kimberly Cheong, MS, CPA's New York Life Insurance Company Experience July 2004 - May 2006
Job Assistant Manager at Nextstep
Industry Accounting
Experience
Nextstep January 2015 - Present
Connor Group January 2012 - July 2013
WageWorks May 2011 - December 2011
PricewaterhouseCoopers September 2007 - May 2011
PricewaterhouseCoopers January 2007 - March 2007
San Jose State University July 2006 - November 2006
New York Life Insurance Company July 2004 - May 2006
Deloitte June 2004 - August 2004
Skills
SEC reporting, Technical Accounting, SOX, Financial Reporting, US GAAP, Auditing, Excel, PowerPoint, Word, Great Plains Software, QuickBooks, Salesforce.com, SEC filings, Sarbanes-Oxley Act, Accounts Payable, Accounting, Analysis, Account Reconciliation, Financial Analysis, Accounts Receivable, GAAP, General Ledger, Tax, Fixed Assets, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Microsoft Excel, Financial Statements, CPA, Microsoft Word, Internal Controls, Financial Audits, SEC Financial Reporting, S-1, SEC Filings, IPO
Education
San Jose State University 2006 — 2007
MS, Accountancy
University of California, Santa Cruz 2004 — 2005
Business Economics
The University of Hong Kong 2002 — 2005
Bachelor's, Business Administration, Finance
Nextstep January 2015 - Present
Connor Group January 2012 - July 2013
WageWorks May 2011 - December 2011
PricewaterhouseCoopers September 2007 - May 2011
PricewaterhouseCoopers January 2007 - March 2007
San Jose State University July 2006 - November 2006
New York Life Insurance Company July 2004 - May 2006
Deloitte June 2004 - August 2004
Skills
SEC reporting, Technical Accounting, SOX, Financial Reporting, US GAAP, Auditing, Excel, PowerPoint, Word, Great Plains Software, QuickBooks, Salesforce.com, SEC filings, Sarbanes-Oxley Act, Accounts Payable, Accounting, Analysis, Account Reconciliation, Financial Analysis, Accounts Receivable, GAAP, General Ledger, Tax, Fixed Assets, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Microsoft Excel, Financial Statements, CPA, Microsoft Word, Internal Controls, Financial Audits, SEC Financial Reporting, S-1, SEC Filings, IPO
Education
San Jose State University 2006 — 2007
MS, Accountancy
University of California, Santa Cruz 2004 — 2005
Business Economics
The University of Hong Kong 2002 — 2005
Bachelor's, Business Administration, Finance
Dustin Shinn Dustin Shinn's New York Life Insurance Company Experience April 2015 - Present
Job Sales at New York Life
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
BHICO March 2013 - September 2014
Att uverse November 2010 - February 2013
Skills
Coaching, Customer Service, Inventory Management, Modeling, Drawing, Painting, Teaching, Supervisory Skills, Art, Training, Employee Training, Microsoft Office, Microsoft Word, Microsoft Excel, Troubleshooting, Project Management
Education
San Antonio College 2001 — 2002
associates, arts
New York Life Insurance Company April 2015 - Present
BHICO March 2013 - September 2014
Att uverse November 2010 - February 2013
Skills
Coaching, Customer Service, Inventory Management, Modeling, Drawing, Painting, Teaching, Supervisory Skills, Art, Training, Employee Training, Microsoft Office, Microsoft Word, Microsoft Excel, Troubleshooting, Project Management
Education
San Antonio College 2001 — 2002
associates, arts
Timothy Sasser Timothy Sasser's New York Life Insurance Company Experience September 2005 - March 2006
Job Regional Sales Manager Total Safety US, Inc.
Industry Oil & Energy
Experience
Total Safety US, Inc. September 2015 - Present
Total Safety US, Inc. August 2013 - September 2015
Evolve Partners LLC August 2008 - September 2013
Aramark Uniform Services March 2006 - July 2008
New York Life Insurance Company September 2005 - March 2006
Skills
National Account..., Business Development, Strategic Account..., Marketing Strategy, C-Level Relationships, New Business Development, Coaching, Miller Heiman, Stategic Selling, C-Level Sales, Business Strategy, Sales Management, Salesforce.com, Lotus Notes, Goldmine, Direct Sales, Strategic Planning, Business Planning, Performance Improvement, Performance Appraisal, Social Media Marketing, Account Management, Business Process..., Business Transformation, Process Improvement, Change Management, Program Management, Management Consulting, Cross-functional Team..., Sales, Sales Presentations, Contract Negotiation, CRM, Management
Education
San Jacinto College
Applied Science
Total Safety US, Inc. September 2015 - Present
Total Safety US, Inc. August 2013 - September 2015
Evolve Partners LLC August 2008 - September 2013
Aramark Uniform Services March 2006 - July 2008
New York Life Insurance Company September 2005 - March 2006
Skills
National Account..., Business Development, Strategic Account..., Marketing Strategy, C-Level Relationships, New Business Development, Coaching, Miller Heiman, Stategic Selling, C-Level Sales, Business Strategy, Sales Management, Salesforce.com, Lotus Notes, Goldmine, Direct Sales, Strategic Planning, Business Planning, Performance Improvement, Performance Appraisal, Social Media Marketing, Account Management, Business Process..., Business Transformation, Process Improvement, Change Management, Program Management, Management Consulting, Cross-functional Team..., Sales, Sales Presentations, Contract Negotiation, CRM, Management
Education
San Jacinto College
Applied Science
Katrina Rosero Katrina Rosero's New York Life Insurance Company Experience July 2013 - February 2014
Job Financial Analyst, Portfolio Management at Aquarius Equipment Finance, Inc.
Industry Financial Services
Experience
Aquarius Equipment Finance, Inc. June 2014 - Present
OfficeTeam February 2014 - May 2014
New York Life Insurance Company July 2013 - February 2014
San Francisco State University August 2012 - May 2013
Skills
PowerPoint, Microsoft Office, Critical Thinking, Teamwork, OS X, iOS, Social Media Marketing, Customer Service, Nonprofits, Microsoft Excel, Marketing, Event Planning, Time Management, Social Media, Email Marketing, Microsoft Word, HTML, Online Lead Generation, Data Entry, Database Administration, Qualitative Research, Databases, Editing, Proofreading, Networking, Statistics, Outlook, Organization, Prezi, Motivation
Education
San Francisco State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Academy of Our Lady of Guam 2005 — 2009
Santa Barbara Catholic School 1996 — 2005
Aquarius Equipment Finance, Inc. June 2014 - Present
OfficeTeam February 2014 - May 2014
New York Life Insurance Company July 2013 - February 2014
San Francisco State University August 2012 - May 2013
Skills
PowerPoint, Microsoft Office, Critical Thinking, Teamwork, OS X, iOS, Social Media Marketing, Customer Service, Nonprofits, Microsoft Excel, Marketing, Event Planning, Time Management, Social Media, Email Marketing, Microsoft Word, HTML, Online Lead Generation, Data Entry, Database Administration, Qualitative Research, Databases, Editing, Proofreading, Networking, Statistics, Outlook, Organization, Prezi, Motivation
Education
San Francisco State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Academy of Our Lady of Guam 2005 — 2009
Santa Barbara Catholic School 1996 — 2005
Pete Hillman Pete Hillman's New York Life Insurance Company Experience January 2012 - December 2014
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
New York Life Insurance Company January 2012 - December 2014
The Hartford December 2010 - February 2012
New York Life Insurance Company February 2010 - December 2010
ADP February 2008 - February 2010
Automatic Data Processing May 2002 - February 2008
ProBusiness 1996 - 2002
LSI Logic June 1989 - May 1992
Skills
Sales Process, Retirement, Retirement Services, Consultative Selling, SaaS, Salesforce.com, Benefits Administration, Employee Benefits, Customer Relations, Mutual Funds, New Business Development, Negotiation, 401k, Contract Negotiation, Series 6, Human Capital Management, Direct Sales, Outsourcing, Selling, Sales Operations, Personnel Management, Retirement Planning, CRM, Defined Benefit, Customer Service, Management, Business Planning, Pensions
Education
San Jose State University 1990 — 1991
MBA
Santa Clara University 1985 — 1989
Bachelor of Science, Finance
Fidelity Investments January 2015 - Present
New York Life Insurance Company January 2012 - December 2014
The Hartford December 2010 - February 2012
New York Life Insurance Company February 2010 - December 2010
ADP February 2008 - February 2010
Automatic Data Processing May 2002 - February 2008
ProBusiness 1996 - 2002
LSI Logic June 1989 - May 1992
Skills
Sales Process, Retirement, Retirement Services, Consultative Selling, SaaS, Salesforce.com, Benefits Administration, Employee Benefits, Customer Relations, Mutual Funds, New Business Development, Negotiation, 401k, Contract Negotiation, Series 6, Human Capital Management, Direct Sales, Outsourcing, Selling, Sales Operations, Personnel Management, Retirement Planning, CRM, Defined Benefit, Customer Service, Management, Business Planning, Pensions
Education
San Jose State University 1990 — 1991
MBA
Santa Clara University 1985 — 1989
Bachelor of Science, Finance
Devin Fong Devin Fong's New York Life Insurance Company Experience May 2010 - July 2011
Job Financial Professional with a passion for Investments and Wealth Management
Industry Financial Services
Experience
Camfed USA Foundation May 2014 - Present
See's Candies November 2013 - May 2014
Ananda Travel Services January 2012 - January 2013
New York Life Insurance Company May 2010 - July 2011
California Auto Repair Service May 2005 - August 2009
Skills
Marketing, Microsoft Office, Customer Service, Microsoft Excel, PeopleSoft, Morningstar Direct, Statement Analysis, Project Management, Strategic Thinking, Business Planning, Proposal Writing, Account Reconciliation, Salesforce.com
Education
San Francisco State University 2006 — 2011
Bachelor of Science (B.S.), Double Major in Corporate Finance and FInancial Services, Graduated
Camfed USA Foundation May 2014 - Present
See's Candies November 2013 - May 2014
Ananda Travel Services January 2012 - January 2013
New York Life Insurance Company May 2010 - July 2011
California Auto Repair Service May 2005 - August 2009
Skills
Marketing, Microsoft Office, Customer Service, Microsoft Excel, PeopleSoft, Morningstar Direct, Statement Analysis, Project Management, Strategic Thinking, Business Planning, Proposal Writing, Account Reconciliation, Salesforce.com
Education
San Francisco State University 2006 — 2011
Bachelor of Science (B.S.), Double Major in Corporate Finance and FInancial Services, Graduated
Johnny Ng CFP® CRPC®, Senior Partner at NYLife's New York Life Insurance Company Experience March 2015 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2009 - March 2015
Ameriprise Financial September 1999 - December 2009
Bank of America April 1998 - December 1999
Wells Fargo November 1990 - April 1998
Skills
Leadership, Retirement Planning, Strategy, Business Development, Recruiting, Mutual Funds, Insurance
Education
College for Financial Planning 2009 — 2009
CRPC, Finance
The American College 2001 — 2005
CFP, Finance
San Francisco State University 1995 — 1997
Bachelors, Business Admin: Concentration in International Business
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company December 2009 - March 2015
Ameriprise Financial September 1999 - December 2009
Bank of America April 1998 - December 1999
Wells Fargo November 1990 - April 1998
Skills
Leadership, Retirement Planning, Strategy, Business Development, Recruiting, Mutual Funds, Insurance
Education
College for Financial Planning 2009 — 2009
CRPC, Finance
The American College 2001 — 2005
CFP, Finance
San Francisco State University 1995 — 1997
Bachelors, Business Admin: Concentration in International Business
Clifford Wong's New York Life Insurance Company Experience 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
Skills
401k Rollovers, Estate Planning, Life Insurance, Annuity Sales, Key Person Protection, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Retirement, Financial Services
Education
San Francisco State University
Bachelor of Science (BS), Accounting
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
Skills
401k Rollovers, Estate Planning, Life Insurance, Annuity Sales, Key Person Protection, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Retirement, Financial Services
Education
San Francisco State University
Bachelor of Science (BS), Accounting
Myrna J. Martinez Myrna J. Martinez's New York Life Insurance Company Experience January 2015 - June 2015
Job .
Industry Research
Experience
New York Life Insurance Company January 2015 - June 2015
Family Health Centers of San Diego December 2013 - December 2014
Express Ambulance March 2013 - November 2013
San Diego State University 2009 - 2013
San Diego State University June 2011 - August 2011
UT Southwestern Medical Center 2010 - 2010
Skills
Teamwork, Microsoft Office, Teaching, Management, Immunohistochemistry, Electron Microscopy, Research, Customer Service, PCR, DNA Extraction, Direct Patient Care, Fluorescence Microscopy, Microsoft Excel, Event Planning, Leadership, Cell Culture, Time Management, Public Speaking
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Biology, General
Southwestern Community College District 2007 — 2010
Associate of Arts (AA), Transfer Studies
New York Life Insurance Company January 2015 - June 2015
Family Health Centers of San Diego December 2013 - December 2014
Express Ambulance March 2013 - November 2013
San Diego State University 2009 - 2013
San Diego State University June 2011 - August 2011
UT Southwestern Medical Center 2010 - 2010
Skills
Teamwork, Microsoft Office, Teaching, Management, Immunohistochemistry, Electron Microscopy, Research, Customer Service, PCR, DNA Extraction, Direct Patient Care, Fluorescence Microscopy, Microsoft Excel, Event Planning, Leadership, Cell Culture, Time Management, Public Speaking
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (BS), Biology, General
Southwestern Community College District 2007 — 2010
Associate of Arts (AA), Transfer Studies
Dawn Tung Dawn Tung's New York Life Insurance Company Experience October 2014 - Present
Job Helping highnet worth individuals achieve their financial goals into retirement in the Greater San Francisco area.
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
Google June 2014 - October 2014
Artistic Designs For Living September 2013 - May 2014
Girls on the Run of the Bay Area August 2012 - December 2012
Richmond Area Multi-Services October 2008 - May 2009
Skills
Education Funding..., LGBT Planning, Customer Satisfaction, Wealth Transfer..., Wealth Preservation..., Small Business, Retirement
Education
San Francisco State University 2010 — 2014
Bachelor of Science (B.S.), Interior Design
New York Life Insurance Company October 2014 - Present
Google June 2014 - October 2014
Artistic Designs For Living September 2013 - May 2014
Girls on the Run of the Bay Area August 2012 - December 2012
Richmond Area Multi-Services October 2008 - May 2009
Skills
Education Funding..., LGBT Planning, Customer Satisfaction, Wealth Transfer..., Wealth Preservation..., Small Business, Retirement
Education
San Francisco State University 2010 — 2014
Bachelor of Science (B.S.), Interior Design
Richard Menendez Richard Menendez's New York Life Insurance Company Experience May 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Bankers Life and Casualty Company June 2013 - April 2014
Skills
Account Management, Sales Management, New Business Development, Sales, B2B, Marketing Strategy, Online Advertising, Key Account Management, Direct Sales, Marketing, Salesforce.com, Advertising, Lead Generation, Life Insurance, Health Insurance, Long-term Care, Insurance, Customer Service, Term Life Insurance, Retirement, Disability Insurance, Small Business
Education
San Jose State University 1987 — 1991
Bachelor's degree, Broadcasting
San Diego State University-California State University
New York Life Insurance Company May 2014 - Present
Bankers Life and Casualty Company June 2013 - April 2014
Skills
Account Management, Sales Management, New Business Development, Sales, B2B, Marketing Strategy, Online Advertising, Key Account Management, Direct Sales, Marketing, Salesforce.com, Advertising, Lead Generation, Life Insurance, Health Insurance, Long-term Care, Insurance, Customer Service, Term Life Insurance, Retirement, Disability Insurance, Small Business
Education
San Jose State University 1987 — 1991
Bachelor's degree, Broadcasting
San Diego State University-California State University
Anh Thu Pham's New York Life Insurance Company Experience April 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Estate Planning
Education
San Jose State University 2012 — 2014
New York Life Insurance Company April 2014 - Present
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Estate Planning
Education
San Jose State University 2012 — 2014
Joe S. Benvenuto Joe S. Benvenuto's New York Life Insurance Company Experience January 2014 - July 2014
Job CEO & Founder of Razor Saver
Industry Consumer Goods
Experience
Razor Saver August 2010 - Present
New York Life Insurance Company January 2014 - July 2014
DMI International August 2008 - January 2014
Skills
Sales, Management, Supply Chain Management, Finance, Start-ups, Packaging, Product Marketing, Cross-functional Team..., Product Development, Product Innovation, Strategy, E-commerce, P&L Management, Marketing Management, International Business, Brand Management, Sales Operations, Marketing Strategy, Business Strategy, Direct Marketing, Business Development, Executive Management, Invention, Project Management, Start-up Ventures, Entrepreneurship, International Sales, Product Design, Competitive Analysis, Business Planning, Brand Development, B2B, Online Marketing, Product Management, CRM, Creative Concept Design, Intellectual Property, Supply Chain Operations, Financial Accounting, Graphic Design, Injection Molding, Capital Raising, Wealth Preservation..., 401k Rollovers, Asset Protection, Retirement Planning, Protection..., Multi-generational..., Licensed Life Insurance..., Account Management
Education
San Diego State University-California State University
Bachelor of Arts (BA), Graphic Design
Razor Saver August 2010 - Present
New York Life Insurance Company January 2014 - July 2014
DMI International August 2008 - January 2014
Skills
Sales, Management, Supply Chain Management, Finance, Start-ups, Packaging, Product Marketing, Cross-functional Team..., Product Development, Product Innovation, Strategy, E-commerce, P&L Management, Marketing Management, International Business, Brand Management, Sales Operations, Marketing Strategy, Business Strategy, Direct Marketing, Business Development, Executive Management, Invention, Project Management, Start-up Ventures, Entrepreneurship, International Sales, Product Design, Competitive Analysis, Business Planning, Brand Development, B2B, Online Marketing, Product Management, CRM, Creative Concept Design, Intellectual Property, Supply Chain Operations, Financial Accounting, Graphic Design, Injection Molding, Capital Raising, Wealth Preservation..., 401k Rollovers, Asset Protection, Retirement Planning, Protection..., Multi-generational..., Licensed Life Insurance..., Account Management
Education
San Diego State University-California State University
Bachelor of Arts (BA), Graphic Design
Brad Heyde Brad Heyde's New York Life Insurance Company Experience January 2001 - December 2005
Job Driving and Building revenue for Life Insurance Agents and Financial Advisors
Industry Financial Services
Experience
Midland National Life Insurance Company May 2010 - Present
AXA Advisors January 2006 - April 2010
New York Life Insurance Company January 2001 - December 2005
New York Life Insurance Company January 1994 - December 2000
Education
San Diego State University-California State University 1989 — 1992
Midland National Life Insurance Company May 2010 - Present
AXA Advisors January 2006 - April 2010
New York Life Insurance Company January 2001 - December 2005
New York Life Insurance Company January 1994 - December 2000
Education
San Diego State University-California State University 1989 — 1992
Heather Duckworth's New York Life Insurance Company Experience May 2014 - Present
Job Dedicated New York Life agent Helping young families in San Antonio, TX
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Wyndham Worldwide October 2012 - May 2014
RDM, Inc. / Lupe Tortilla Brand January 2012 - July 2012
Quality Insulation March 2009 - November 2011
Skills
Account Management, Asset Protection, business exit strategy, Business Planning, Buy-sell Agreements, Creative Problem Solving, Customer Retention, customer relations, Customer Service, Estate Planning, Grandchild gifting, Life Insurance, Key Person Insurance, legacy planning, Small Business, Term Life Insurance, Time Management, Seminar Marketing, Sales, Protection..., Public Speaking, Guaranteed Lifetime..., Retirement Planning, Relationship Management, Lifetime Income..., Long-Term Care Insurance, Wealth Preservation..., Management, Microsoft Word, Microsoft Office
Education
The University of Texas at San Antonio 2007 — 2008
Judson senior High school 2002 — 2007
Highschool Diploma
San Antonio College
New York Life Insurance Company May 2014 - Present
Wyndham Worldwide October 2012 - May 2014
RDM, Inc. / Lupe Tortilla Brand January 2012 - July 2012
Quality Insulation March 2009 - November 2011
Skills
Account Management, Asset Protection, business exit strategy, Business Planning, Buy-sell Agreements, Creative Problem Solving, Customer Retention, customer relations, Customer Service, Estate Planning, Grandchild gifting, Life Insurance, Key Person Insurance, legacy planning, Small Business, Term Life Insurance, Time Management, Seminar Marketing, Sales, Protection..., Public Speaking, Guaranteed Lifetime..., Retirement Planning, Relationship Management, Lifetime Income..., Long-Term Care Insurance, Wealth Preservation..., Management, Microsoft Word, Microsoft Office
Education
The University of Texas at San Antonio 2007 — 2008
Judson senior High school 2002 — 2007
Highschool Diploma
San Antonio College
Rodney Presley Rodney Presley's New York Life Insurance Company Experience June 2015 - Present
Job Fianancial Services Professional at New York Life Insurance Company
Industry Hospital & Health Care
Experience
New York Life Insurance Company June 2015 - Present
Kaiser Permanente Los Angeles Medical Center 2008 - Present
Assist Management Consulting, LLC February 2008 - June 2015
The Carter Center (Mental Health Program) November 2011 - July 2013
John F. Kennedy Memorial Medical Center July 2010 - December 2012
JFK/Grant Mental Health Hospital July 2010 - December 2012
Stella Maris Polytechnic (Mother Patern College of Health Sciences) August 2010 - December 2011
EHP Behavioral Health 2006 - 2007
Skills
Public Health, Program Evaluation, Microsoft Word, Clinical Research, Healthcare, Nonprofits, Program Development, Research, Program Management, Community Outreach, Mental Health, Psychotherapy, Strategic Planning, PowerPoint, Teaching, Project Management, Grant Writing, Editing, Higher Education, Psychology, Customer Service, CBT
Education
San Jose State University
Bachelor's Degree, Health Services/Allied Health/Health Sciences, General
University of Southern California
Master's Degree, Master of Social Work
New York Life Insurance Company June 2015 - Present
Kaiser Permanente Los Angeles Medical Center 2008 - Present
Assist Management Consulting, LLC February 2008 - June 2015
The Carter Center (Mental Health Program) November 2011 - July 2013
John F. Kennedy Memorial Medical Center July 2010 - December 2012
JFK/Grant Mental Health Hospital July 2010 - December 2012
Stella Maris Polytechnic (Mother Patern College of Health Sciences) August 2010 - December 2011
EHP Behavioral Health 2006 - 2007
Skills
Public Health, Program Evaluation, Microsoft Word, Clinical Research, Healthcare, Nonprofits, Program Development, Research, Program Management, Community Outreach, Mental Health, Psychotherapy, Strategic Planning, PowerPoint, Teaching, Project Management, Grant Writing, Editing, Higher Education, Psychology, Customer Service, CBT
Education
San Jose State University
Bachelor's Degree, Health Services/Allied Health/Health Sciences, General
University of Southern California
Master's Degree, Master of Social Work
Donald Jong Donald Jong's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Skills
Retirement Planning, Life Insurance, Leadership, Long Term Care Insurance
Education
San Jose State University 2000 — 2004
Bachelor of Science, Accounting
New York Life Insurance Company November 2014 - Present
Skills
Retirement Planning, Life Insurance, Leadership, Long Term Care Insurance
Education
San Jose State University 2000 — 2004
Bachelor of Science, Accounting
Zachary Bressick Zachary Bressick's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Dierk's Parkside Cafe October 2008 - October 2014
Skills
Life Insurance, Insurance, Customer Relations, Networking, Asset Protection, Personal Finance, Wealth Preservation..., Education Funding..., Retirement Planning, Social Media, Social Networking, Community Outreach, Nonprofits
Education
Santa Rosa Junior College 2009 — 2014
Associate of Arts (AA), Social and Behavioral Science
Santa Rosa High School 2005 — 2009
High School
New York Life Insurance Company November 2014 - Present
Dierk's Parkside Cafe October 2008 - October 2014
Skills
Life Insurance, Insurance, Customer Relations, Networking, Asset Protection, Personal Finance, Wealth Preservation..., Education Funding..., Retirement Planning, Social Media, Social Networking, Community Outreach, Nonprofits
Education
Santa Rosa Junior College 2009 — 2014
Associate of Arts (AA), Social and Behavioral Science
Santa Rosa High School 2005 — 2009
High School
Craig Martin, MSFS, CFP®, CLU, ChFC Craig Martin, MSFS, CFP®, CLU, ChFC's New York Life Insurance Company Experience December 1976 - January 1982
Job CERTIFIED FINANCIAL PLANNER™ and Masters in Financial Services; Based in Silicon Valley, California
Industry Financial Services
Experience
Family Wealth Consulting Group January 1998 - Present
Craig Martin, CERTIFIED FINANCIAL PLANNER™ January 1989 - January 1998
RWB Advisory Services January 1982 - January 1989
New York Life Insurance Company December 1976 - January 1982
Skills
Investments, Finance, Portfolio Management, Financial Planning, Start-ups, Mutual Funds, Asset Management, Investment Advisory, Retirement, Estate Planning
Education
The American College, Bryn Mawr, PA 1987 — 1989
MSFS, Master of Science of Financial Services
San Jose State University 1971 — 1973
B.S., Molecular Biology
Family Wealth Consulting Group January 1998 - Present
Craig Martin, CERTIFIED FINANCIAL PLANNER™ January 1989 - January 1998
RWB Advisory Services January 1982 - January 1989
New York Life Insurance Company December 1976 - January 1982
Skills
Investments, Finance, Portfolio Management, Financial Planning, Start-ups, Mutual Funds, Asset Management, Investment Advisory, Retirement, Estate Planning
Education
The American College, Bryn Mawr, PA 1987 — 1989
MSFS, Master of Science of Financial Services
San Jose State University 1971 — 1973
B.S., Molecular Biology
Clifford Li's New York Life Insurance Company Experience February 2003 - March 2004
Job Director of Lead Generation and Marketing Operations
Industry Information Technology and Services
Experience
Equilar December 2014 - Present
ATEL Securities Corporation July 2012 - December 2014
ON24 April 2012 - June 2012
Interac Co. Ltd April 2009 - March 2012
ICON Capital Corp. November 2006 - December 2008
Natixis Global Asset Management September 2004 - November 2006
New York Life Insurance Company February 2003 - March 2004
Skills
Marketing, Content Strategy, Content Management, Digital Marketing, Strategic Planning, Database Marketing, Marketing Strategy, CRM, Financial Analysis, Investments, Financial Modeling, Bloomberg, Adobe Creative Suite, HTML, Public Speaking, Project Management, Financial Reporting, Adobe Illustrator, Graphic Design, Business Writing, InDesign, Copywriting, Salesforce.com, Constant Contact, Content Development, Google Analytics, Siebel, Adobe Indesign, Creative Writing, Factset, Thomson One, Mobius, Ibbotson, FirstCall, APL, ACT!, WorldTrak, Drupal, Database Management, Brand Management, Email Marketing, Analysis, Portfolio Management, Social Media, Product Marketing, Illustrator, Series 7, Series 63, Alternative Investments, Financial Services
Education
San Francisco State University
Bachelor of Science, Corporate Finance and Financial Services (Double Major), 3.57
San Francisco State University
Bachelor of Science (B.S.), Corporate Finance and Financial Services
Equilar December 2014 - Present
ATEL Securities Corporation July 2012 - December 2014
ON24 April 2012 - June 2012
Interac Co. Ltd April 2009 - March 2012
ICON Capital Corp. November 2006 - December 2008
Natixis Global Asset Management September 2004 - November 2006
New York Life Insurance Company February 2003 - March 2004
Skills
Marketing, Content Strategy, Content Management, Digital Marketing, Strategic Planning, Database Marketing, Marketing Strategy, CRM, Financial Analysis, Investments, Financial Modeling, Bloomberg, Adobe Creative Suite, HTML, Public Speaking, Project Management, Financial Reporting, Adobe Illustrator, Graphic Design, Business Writing, InDesign, Copywriting, Salesforce.com, Constant Contact, Content Development, Google Analytics, Siebel, Adobe Indesign, Creative Writing, Factset, Thomson One, Mobius, Ibbotson, FirstCall, APL, ACT!, WorldTrak, Drupal, Database Management, Brand Management, Email Marketing, Analysis, Portfolio Management, Social Media, Product Marketing, Illustrator, Series 7, Series 63, Alternative Investments, Financial Services
Education
San Francisco State University
Bachelor of Science, Corporate Finance and Financial Services (Double Major), 3.57
San Francisco State University
Bachelor of Science (B.S.), Corporate Finance and Financial Services
Horace Turner's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2014 - Present
Benson Contruction INC. July 2013 - December 2013
Two Jinn Inc. September 2004 - January 2013
Skills
401(k) Rollovers, Asset Protection, Annuity Sales, Building Relationships, Business Insurance..., Customer Satisfaction, Education Funding..., Estate Planning, Multi-Tasking Skills, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Permanent Life Insurance, Problem Solving, Protection..., Retirement, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation...
Education
Independence High School
San Jose City College
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2014 - Present
Benson Contruction INC. July 2013 - December 2013
Two Jinn Inc. September 2004 - January 2013
Skills
401(k) Rollovers, Asset Protection, Annuity Sales, Building Relationships, Business Insurance..., Customer Satisfaction, Education Funding..., Estate Planning, Multi-Tasking Skills, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Permanent Life Insurance, Problem Solving, Protection..., Retirement, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation...
Education
Independence High School
San Jose City College
Angelica Tiongson's New York Life Insurance Company Experience July 2006 - April 2010
Job Business Development Manager at Transpeed Communications Inc.
Industry Marketing and Advertising
Experience
Transpeed Communications Inc. May 2015 - Present
BayCal Home Health Care Service, Inc. July 2014 - May 2015
Lifeguard Home Health May 2013 - July 2014
Wells Fargo February 2012 - May 2013
Clear-Wall Inc August 2011 - February 2012
New York Life Insurance Company July 2006 - April 2010
Skills
Roth IRA, Business Development, Customer Satisfaction, Marketing Strategy, Sales, Selling, Marketing, Strategy, Public Relations, Insurance, Strategic Financial..., Salesforce.com, Finance, 529 Plans, Management, Customer Service, Microsoft Excel
Education
San Jose State University 2009 — 2011
Bachelor of Science in Business, Finance
De Anza College 2007 — 2009
Associate Degree, Liberal Arts with emphasis in Business and Computer Information System
Transpeed Communications Inc. May 2015 - Present
BayCal Home Health Care Service, Inc. July 2014 - May 2015
Lifeguard Home Health May 2013 - July 2014
Wells Fargo February 2012 - May 2013
Clear-Wall Inc August 2011 - February 2012
New York Life Insurance Company July 2006 - April 2010
Skills
Roth IRA, Business Development, Customer Satisfaction, Marketing Strategy, Sales, Selling, Marketing, Strategy, Public Relations, Insurance, Strategic Financial..., Salesforce.com, Finance, 529 Plans, Management, Customer Service, Microsoft Excel
Education
San Jose State University 2009 — 2011
Bachelor of Science in Business, Finance
De Anza College 2007 — 2009
Associate Degree, Liberal Arts with emphasis in Business and Computer Information System
Brian Kwa's New York Life Insurance Company Experience January 2014 - August 2014
Job Entrepreneur and Investor.
Industry Insurance
Experience
Best Auto Trader May 2013 - Present
New York Life Insurance Company January 2014 - August 2014
Wu’s International Trade LLC January 2011 - January 2014
Berkshire Hathaway August 2012 - December 2013
SFSU August 2011 - August 2012
San Francisco State University October 2007 - January 2012
Skills
Close Attention to..., Accurate Data Entry, Data Entry, Adaptability, Protein Purification, Protein Expression, Cell Culture, Always Punctual, Follow Directions, Following Up, Following Through, Data Analysis, New Business Development, Microsoft Office, Customer Service, Microsoft Excel, Sales Management, Teamwork, Sales, Gel Electrophoresis, Accounting, Communication
Education
San Francisco State University 2007 — 2012
B.S, Microbiology
San Francisco State University 2007 — 2012
Bachelor of Science (BS), Microbiology, General
Best Auto Trader May 2013 - Present
New York Life Insurance Company January 2014 - August 2014
Wu’s International Trade LLC January 2011 - January 2014
Berkshire Hathaway August 2012 - December 2013
SFSU August 2011 - August 2012
San Francisco State University October 2007 - January 2012
Skills
Close Attention to..., Accurate Data Entry, Data Entry, Adaptability, Protein Purification, Protein Expression, Cell Culture, Always Punctual, Follow Directions, Following Up, Following Through, Data Analysis, New Business Development, Microsoft Office, Customer Service, Microsoft Excel, Sales Management, Teamwork, Sales, Gel Electrophoresis, Accounting, Communication
Education
San Francisco State University 2007 — 2012
B.S, Microbiology
San Francisco State University 2007 — 2012
Bachelor of Science (BS), Microbiology, General
Chris Chen, Partner at New York Life's New York Life Insurance Company Experience January 2014 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
National Association of Insurance and Financial Advisors - Silicon Valley June 2014 - Present
Chinese Speaking People in The Bay Area June 2009 - Present
New York Life Insurance Company June 2009 - January 2014
Taiwanese American Citizens League (TACL) June 2010 - July 2011
Vweb Corporation January 2005 - November 2009
Skills
Retirement Planning, Retirement, Estate Planning, Management, Recruiting / Retention, Talent Acquisition, Leadership, Leadership Development, Training, Sales, 401(k) Rollover, Asset Protection, Building Relationships, Business Networking, Career Development, College Recruiting, Executive Management, Financial Recruiting, Financial Services, Interviewing, IRA Rollover, Hands on Leader, Life Insurance, Mentoring, Networking, Sales Management, Sales Recruitment
Education
San Jose State University 2001 — 2005
B.S, International Business
Christ's College, Christchurch, New Zealand 1994 — 1999
New York Life Insurance Company January 2014 - Present
National Association of Insurance and Financial Advisors - Silicon Valley June 2014 - Present
Chinese Speaking People in The Bay Area June 2009 - Present
New York Life Insurance Company June 2009 - January 2014
Taiwanese American Citizens League (TACL) June 2010 - July 2011
Vweb Corporation January 2005 - November 2009
Skills
Retirement Planning, Retirement, Estate Planning, Management, Recruiting / Retention, Talent Acquisition, Leadership, Leadership Development, Training, Sales, 401(k) Rollover, Asset Protection, Building Relationships, Business Networking, Career Development, College Recruiting, Executive Management, Financial Recruiting, Financial Services, Interviewing, IRA Rollover, Hands on Leader, Life Insurance, Mentoring, Networking, Sales Management, Sales Recruitment
Education
San Jose State University 2001 — 2005
B.S, International Business
Christ's College, Christchurch, New Zealand 1994 — 1999
John Leo Islas, Personal Finance Expert John Leo Islas, Personal Finance Expert's New York Life Insurance Company Experience March 2010 - June 2012
Job I HELP BABY BOOMERS WITH FREE REVIEWS OF RETIREMENT PLANS ALONG WITH EDUCATION FUNDING STRATEGIES
Industry Financial Services
Experience
State Farm – Pete Schiro's Agency July 2012 - Present
New York Life Insurance Company March 2010 - June 2012
American General Financial Services, Inc. August 1994 - September 2009
Skills
Risk Management, Asset Protection, Retail Banking, Residential Mortgages, Consumer Lending, Health Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Wealth Accumulation, Retirement Planning, Roth IRA, Long Term Care Insurance, Traditional IRA, Insurance, Credit, Financial Services, Mutual Funds, Portfolio Management, Securities, IRAs, Series 7, Asset Allocation, Finance, Loans, Estate Planning, Small Business, Investments, Leadership, Public Speaking, Retirement, Sales, Customer Service, Strategic Financial..., Mortgage Lending, Wealth Management
Education
University of California, San Diego 1992 — 1994
Bachelor of Arts (B.A.), Economics
San Diego Mesa College 1989 — 1992
Transfer Student, General Studies
State Farm – Pete Schiro's Agency July 2012 - Present
New York Life Insurance Company March 2010 - June 2012
American General Financial Services, Inc. August 1994 - September 2009
Skills
Risk Management, Asset Protection, Retail Banking, Residential Mortgages, Consumer Lending, Health Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Wealth Accumulation, Retirement Planning, Roth IRA, Long Term Care Insurance, Traditional IRA, Insurance, Credit, Financial Services, Mutual Funds, Portfolio Management, Securities, IRAs, Series 7, Asset Allocation, Finance, Loans, Estate Planning, Small Business, Investments, Leadership, Public Speaking, Retirement, Sales, Customer Service, Strategic Financial..., Mortgage Lending, Wealth Management
Education
University of California, San Diego 1992 — 1994
Bachelor of Arts (B.A.), Economics
San Diego Mesa College 1989 — 1992
Transfer Student, General Studies
Trucchi H. Nguyen Trucchi H. Nguyen's New York Life Insurance Company Experience January 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
XL Test Probe Card Manufacturing March 2009 - December 2011
2222Mesatronic USA September 2003 - February 2009
Education
CSU East Bay 2004 — 2006
Finance, General
San Jose City College 1999 — 2002
Associate of Science (A.S.), Accounting
Accounting and Finance ( DH Tai Chinh Ke Toan - Saigon - Vietnam ) 1992 — 1996
Bachelor of Science (BS)
Nguyen Dinh Chieu - My Tho - VIETNAM 1990 — 1992
High School
New York Life Insurance Company January 2012 - Present
XL Test Probe Card Manufacturing March 2009 - December 2011
2222Mesatronic USA September 2003 - February 2009
Education
CSU East Bay 2004 — 2006
Finance, General
San Jose City College 1999 — 2002
Associate of Science (A.S.), Accounting
Accounting and Finance ( DH Tai Chinh Ke Toan - Saigon - Vietnam ) 1992 — 1996
Bachelor of Science (BS)
Nguyen Dinh Chieu - My Tho - VIETNAM 1990 — 1992
High School
Eric Soik, CLU LUTCF Eric Soik, CLU LUTCF's New York Life Insurance Company Experience February 1998 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 1998 - Present
Aztec Sales Company May 1990 - December 1997
Education
San Jose State University 1977 — 1981
Bachelor of Science, Marketing
ArchBishop Mitty High School 1973 — 1977
New York Life Insurance Company February 1998 - Present
Aztec Sales Company May 1990 - December 1997
Education
San Jose State University 1977 — 1981
Bachelor of Science, Marketing
ArchBishop Mitty High School 1973 — 1977
Adrienne Miles Adrienne Miles's New York Life Insurance Company Experience January 2014 - Present
Job Agent Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Zeus Mortgage August 2012 - January 2014
Sam Houston State University June 2009 - May 2012
Skills
Negotiation, Customer Service, Recruiting, Microsoft Office, Microsoft Excel, Talent Acquisition, Outlook, Sourcing, Employee Relations, Teamwork, Human Resources, Real Estate, Sales, Strategic Planning, Time Management
Education
Sam Houston State University 2007 — 2012
General Business, Minor: Accounting
New York Life Insurance Company January 2014 - Present
Zeus Mortgage August 2012 - January 2014
Sam Houston State University June 2009 - May 2012
Skills
Negotiation, Customer Service, Recruiting, Microsoft Office, Microsoft Excel, Talent Acquisition, Outlook, Sourcing, Employee Relations, Teamwork, Human Resources, Real Estate, Sales, Strategic Planning, Time Management
Education
Sam Houston State University 2007 — 2012
General Business, Minor: Accounting
Nasri Samara Nasri Samara's New York Life Insurance Company Experience June 2014 - Present
Job Helping families achieve financial independence in the Greater San Francisco area
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Vanity Central INC April 2014 - Present
Capital S Enterprise LLC November 2010 - Present
Skills
Team Leadership, Customer Service, Microsoft Word, Microsoft Exchange, Microsoft Office, Strategic Planning, Leadership, Business Planning, Small Business, Management, Marketing, Public Speaking, Insurance, Finance, Sales, Entrepreneurship
Education
San Francisco State University 2007 — 2009
Bachelor of Business, Corporate Finance, and Securities Law
Friends School
New York Life Insurance Company June 2014 - Present
Vanity Central INC April 2014 - Present
Capital S Enterprise LLC November 2010 - Present
Skills
Team Leadership, Customer Service, Microsoft Word, Microsoft Exchange, Microsoft Office, Strategic Planning, Leadership, Business Planning, Small Business, Management, Marketing, Public Speaking, Insurance, Finance, Sales, Entrepreneurship
Education
San Francisco State University 2007 — 2009
Bachelor of Business, Corporate Finance, and Securities Law
Friends School
Rong Wu Rong Wu's New York Life Insurance Company Experience March 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
U.S. Bank May 2006 - March 2012
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Financial Services, Marketing, Fixed Annuities, Retirement
Education
San Francisco State University 2006 — 2009
Bachelor's Degree, Accounting
New York Life Insurance Company March 2012 - Present
U.S. Bank May 2006 - March 2012
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Financial Services, Marketing, Fixed Annuities, Retirement
Education
San Francisco State University 2006 — 2009
Bachelor's Degree, Accounting
Cynthia Tran's New York Life Insurance Company Experience August 2014 - 2015
Job Housing Coordinator at Housing Choices
Industry Cosmetics
Experience
Housing Choices December 2014 - Present
VIctoria's Salon & Spa October 2013 - Present
New York Life Insurance Company August 2014 - 2015
DemandGen January 2013 - May 2014
Blackhawk Beauty May 2007 - March 2013
The Estée Lauder Companies Inc. October 2005 - March 2007
Skills
Makeup Artistry, Hair Cutting, Makeovers, Artistry, Bridal Showers, Fashion, Precision Haircutting, Hair Care, Hair Extensions, Volunteering, Team-oriented, People Skills, Coaching Staff, Runway, Airbrush, Customer Service, Communication Skills, Community Outreach, Theatrical Production, Microsoft Office, Organizational..., Barbering, Social Listening, Workshops, PowerPoint, Quantitative Research, Marketing, Human Resources, Financial Accounting, Independent Contractors, Goal Setting, Strategic Planning, Social Responsibility, Recruiting, Social Media, Marketing Strategy, Social Networking, Sales, Microsoft Excel, Training, Leadership, Coaching
Education
San Jose State University 2009 — 2014
Bachelor's degree, General and Speech Communication and Rhetoric, Business Administration and Management
San Jose City College 2005 — 2006
Cosmetologist
Housing Choices December 2014 - Present
VIctoria's Salon & Spa October 2013 - Present
New York Life Insurance Company August 2014 - 2015
DemandGen January 2013 - May 2014
Blackhawk Beauty May 2007 - March 2013
The Estée Lauder Companies Inc. October 2005 - March 2007
Skills
Makeup Artistry, Hair Cutting, Makeovers, Artistry, Bridal Showers, Fashion, Precision Haircutting, Hair Care, Hair Extensions, Volunteering, Team-oriented, People Skills, Coaching Staff, Runway, Airbrush, Customer Service, Communication Skills, Community Outreach, Theatrical Production, Microsoft Office, Organizational..., Barbering, Social Listening, Workshops, PowerPoint, Quantitative Research, Marketing, Human Resources, Financial Accounting, Independent Contractors, Goal Setting, Strategic Planning, Social Responsibility, Recruiting, Social Media, Marketing Strategy, Social Networking, Sales, Microsoft Excel, Training, Leadership, Coaching
Education
San Jose State University 2009 — 2014
Bachelor's degree, General and Speech Communication and Rhetoric, Business Administration and Management
San Jose City College 2005 — 2006
Cosmetologist
Jennifer Gee's New York Life Insurance Company Experience August 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company August 2012 - Present
McDonald's Corporation October 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Term Life Insurance, Time Management, 401(k) Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Education Funding..., IRA Rollovers, Licensed in Long Term..., Life Insurance..., Permanent Life Insurance, Insurance
Education
San Jose State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Financial Management
San Leandro High School 2005 — 2009
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company August 2012 - Present
McDonald's Corporation October 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Term Life Insurance, Time Management, 401(k) Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Education Funding..., IRA Rollovers, Licensed in Long Term..., Life Insurance..., Permanent Life Insurance, Insurance
Education
San Jose State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Financial Management
San Leandro High School 2005 — 2009
Brennan T Okusako Brennan T Okusako's New York Life Insurance Company Experience August 2007 - September 2009
Job Life Insurance Specialist at AAA NCNU
Industry Insurance
Experience
AAA NCNU September 2009 - Present
New York Life Insurance Company August 2007 - September 2009
Skills
Permanent Life Insurance, Insurance, Universal Life, Whole Life, Life Insurance, Term Life Insurance, Property & Casualty..., Marketing, Employee Benefits
Education
San Diego State University-California State University 2003 — 2007
Bachelor’s Degree, Business Administration and Management, General
AAA NCNU September 2009 - Present
New York Life Insurance Company August 2007 - September 2009
Skills
Permanent Life Insurance, Insurance, Universal Life, Whole Life, Life Insurance, Term Life Insurance, Property & Casualty..., Marketing, Employee Benefits
Education
San Diego State University-California State University 2003 — 2007
Bachelor’s Degree, Business Administration and Management, General
Max Kramer's New York Life Insurance Company Experience August 2014 - November 2014
Job Kramer Insurance Services Inc
Industry Financial Services
Experience
Kramer Insurance Services Inc January 2015 - Present
JamChest January 2012 - Present
New York Life Insurance Company August 2014 - November 2014
Trilogy Financial Services February 2014 - July 2014
Whole Foods Market April 2010 - May 2012
Whole Foods Market January 2008 - April 2010
Whole Foods Market January 2006 - January 2008
Whole Foods Market March 2005 - January 2006
Skills
Insurance, Estate Planning, Personal Finance, Risk Management, Small Business, Leadership, Asset Protection, Customer Satisfaction, Building Relationships, Multitasking Skills, Communication, Creative Problem Solving, Finance, Microsoft Word, Sales, Social Networking, Marketing
Education
San Diego Mesa College 2006 — 2010
Certificate of Achievement, Business Administration and Management
Thousand Oaks High School 2002 — 2006
High School, General Education
Kramer Insurance Services Inc January 2015 - Present
JamChest January 2012 - Present
New York Life Insurance Company August 2014 - November 2014
Trilogy Financial Services February 2014 - July 2014
Whole Foods Market April 2010 - May 2012
Whole Foods Market January 2008 - April 2010
Whole Foods Market January 2006 - January 2008
Whole Foods Market March 2005 - January 2006
Skills
Insurance, Estate Planning, Personal Finance, Risk Management, Small Business, Leadership, Asset Protection, Customer Satisfaction, Building Relationships, Multitasking Skills, Communication, Creative Problem Solving, Finance, Microsoft Word, Sales, Social Networking, Marketing
Education
San Diego Mesa College 2006 — 2010
Certificate of Achievement, Business Administration and Management
Thousand Oaks High School 2002 — 2006
High School, General Education
Paul Cool's New York Life Insurance Company Experience October 1997 - March 1999
Job Account Executive at Lakeland Broadcasting Co
Industry Marketing and Advertising
Experience
Lakeland Broadcasting Co March 2003 - Present
Rice Memorial Hospital February 2003 - Present
City of Willmar Fire Department March 2001 - Present
New York Life Insurance Company October 1997 - March 1999
The Schwan Food Company August 1995 - September 1997
Skills
Marketing Communications, Media Planning, Marketing Strategy, Outdoor Recreation, Personal Training, Social Media, Advertising, Marketing, Sales, Customer Service, New Business Development, Radio
Education
Santa Barbara City College 1989 — 1991
Associate of Science (A.S.), Marine technology
Lakeland Broadcasting Co March 2003 - Present
Rice Memorial Hospital February 2003 - Present
City of Willmar Fire Department March 2001 - Present
New York Life Insurance Company October 1997 - March 1999
The Schwan Food Company August 1995 - September 1997
Skills
Marketing Communications, Media Planning, Marketing Strategy, Outdoor Recreation, Personal Training, Social Media, Advertising, Marketing, Sales, Customer Service, New Business Development, Radio
Education
Santa Barbara City College 1989 — 1991
Associate of Science (A.S.), Marine technology
Kaylin Desprez Kaylin Desprez's New York Life Insurance Company Experience May 2013 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
Skills
Employee Benefits, Sales, Life Insurance, Insurance, Customer Service, Time Management, Finance, Marketing, Long-term Care, Investments, Cold Calling, Payroll, Leadership, Disability Insurance, Outlook, Team Building, Fixed Annuities, Coaching, 401k, Account Management, Financial Services, Management, Recruiting, Training, Retirement, Call Centers, Public Speaking, Human Resources, Small Business, Risk Management, Health Insurance, Employee Relations, Customer Retention, Long Term Care Insurance, Retirement Planning, Performance Management, Term Life Insurance, Strategic Planning, Whole Life, College Recruiting, IRAs
Education
San Francisco State University
B.S., Business
New York Life Insurance Company May 2013 - Present
Skills
Employee Benefits, Sales, Life Insurance, Insurance, Customer Service, Time Management, Finance, Marketing, Long-term Care, Investments, Cold Calling, Payroll, Leadership, Disability Insurance, Outlook, Team Building, Fixed Annuities, Coaching, 401k, Account Management, Financial Services, Management, Recruiting, Training, Retirement, Call Centers, Public Speaking, Human Resources, Small Business, Risk Management, Health Insurance, Employee Relations, Customer Retention, Long Term Care Insurance, Retirement Planning, Performance Management, Term Life Insurance, Strategic Planning, Whole Life, College Recruiting, IRAs
Education
San Francisco State University
B.S., Business
Nancy Lafferty Nancy Lafferty's New York Life Insurance Company Experience March 2007 - December 2008
Job Consumer Services Professional
Industry Consumer Services
Experience
Wollborg/Michelson 2000 - 2013
Self-employed 2008 - 2012
New York Life Insurance Company March 2007 - December 2008
Western & Southern Financial Group 2006 - 2006
Bentley Systems April 1998 - December 2005
Skills
Microsoft Excel, Customer Service, PowerPoint, SAP, Customer Satisfaction, Direct Sales, Insurance, Microsoft Office, Adobe Acrobat, Administrative..., Marketing, Sales, Inventory Management, Team Building, Event Planning, Social Media, Social Networking, Account Management, Time Management, Management
Education
San Francisco State University 1990 — 1995
Bachelor's degree
Wollborg/Michelson 2000 - 2013
Self-employed 2008 - 2012
New York Life Insurance Company March 2007 - December 2008
Western & Southern Financial Group 2006 - 2006
Bentley Systems April 1998 - December 2005
Skills
Microsoft Excel, Customer Service, PowerPoint, SAP, Customer Satisfaction, Direct Sales, Insurance, Microsoft Office, Adobe Acrobat, Administrative..., Marketing, Sales, Inventory Management, Team Building, Event Planning, Social Media, Social Networking, Account Management, Time Management, Management
Education
San Francisco State University 1990 — 1995
Bachelor's degree
Michael Ceci, CFP, CLU, ChFC, CASL, CLTC, LUTCF's New York Life Insurance Company Experience February 2013 - Present
Job Hiring and Developing entrepreneurial people who are interested in the Financial Services industry in Orange County
Industry Insurance
Experience
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company 2006 - February 2013
New York Life Insurance Company December 1999 - April 2006
New York Life Insurance Company June 1999 - December 1999
New York Life Insurance Company June 1995 - May 1999
Skills
Term Life Insurance, Estate Planning, Retirement Planning, Leadership, Insurance, Recruiting, Training, Finance, Management, Strategic Financial..., Financial Services, Fixed Annuities, IRAs
Education
San Diego State University-California State University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Marketing
Certified Financial Planner, CFP
Certified Financial Planner, Financial Planning
The American College - LUTCF
Life Underwriter Training Council Fellow, Insurance
The American College, ChFC
Chartered Financial Consultant, Financial Services
The American College, CASL
Certified Associate of Senior Living, Retirement planning for seniors
The American College, CLU
Chartered Life Underwriter, Life Insurance
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company 2006 - February 2013
New York Life Insurance Company December 1999 - April 2006
New York Life Insurance Company June 1999 - December 1999
New York Life Insurance Company June 1995 - May 1999
Skills
Term Life Insurance, Estate Planning, Retirement Planning, Leadership, Insurance, Recruiting, Training, Finance, Management, Strategic Financial..., Financial Services, Fixed Annuities, IRAs
Education
San Diego State University-California State University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Marketing
Certified Financial Planner, CFP
Certified Financial Planner, Financial Planning
The American College - LUTCF
Life Underwriter Training Council Fellow, Insurance
The American College, ChFC
Chartered Financial Consultant, Financial Services
The American College, CASL
Certified Associate of Senior Living, Retirement planning for seniors
The American College, CLU
Chartered Life Underwriter, Life Insurance
Peter Starr's New York Life Insurance Company Experience January 1988 - September 1994
Job Financial Advisor at Starr Financial Resources
Industry Financial Services
Experience
Starr Financial Resources January 1988 - Present
New York Life Insurance Company January 1988 - September 1994
KMPC Radio 1986 - 1987
Various Entertainment P.R. Firms, Record and TV Companies 1974 - 1987
Skills
Creative Problem Solving, Financial Organization..., Investments, Insurance, Portfolio Management, Strategic Planning, 401k, Estate Planning, Retirement, Investment Advisory, Long-term Care, Tax Free Income, Organization, Entrepreneurship, Contract Negotiation, Employee Benefits, Finance, Financial Advisory, Fixed Annuities, Asset Allocation
Education
San Diego State University-California State University 1971 — 1974
BA, English, Political Science, Sociology, Music
University High School, Los Angeles, CA 1967 — 1970
Starr Financial Resources January 1988 - Present
New York Life Insurance Company January 1988 - September 1994
KMPC Radio 1986 - 1987
Various Entertainment P.R. Firms, Record and TV Companies 1974 - 1987
Skills
Creative Problem Solving, Financial Organization..., Investments, Insurance, Portfolio Management, Strategic Planning, 401k, Estate Planning, Retirement, Investment Advisory, Long-term Care, Tax Free Income, Organization, Entrepreneurship, Contract Negotiation, Employee Benefits, Finance, Financial Advisory, Fixed Annuities, Asset Allocation
Education
San Diego State University-California State University 1971 — 1974
BA, English, Political Science, Sociology, Music
University High School, Los Angeles, CA 1967 — 1970
Maria Vega Maria Vega's New York Life Insurance Company Experience March 2013 - March 2014
Job Marketing and Sales Consultant
Industry Marketing and Advertising
Experience
Self Employed January 2008 - Present
Con Mucho Gusto Travel January 2015 - April 2015
Boomtime March 2014 - October 2014
New York Life Insurance Company March 2013 - March 2014
Dex One March 2012 - March 2013
Southwest Orthopaedic Physical Therapy May 2011 - March 2012
Chandler Planning & Investment Group November 2010 - May 2011
PT 1st Physical Therapy May 2008 - November 2010
Turquoise Trail Physical Therapy January 2004 - May 2008
Las Campanas Spa & Tennis Center August 1996 - January 2004
Skills
Small Business, Insurance, Time Management, Financial Analysis, Annuity Sales, Estate Planning, Retirement Planning, Asset Protection, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Key Person Protection, Communication, Multi-tasking Skills, Gifting Strategies, Legacies, Thought Leadership, Licensed in Long-Term..., Retirement, Social Networking, Marketing, Entrepreneurship, SEO, Sales, Social Media Marketing, Social Media, Leadership, Facebook, Digital Marketing, Management, Event Planning, Sales Process, Business Networking, Online Marketing, Web Marketing, Strategy, Email Marketing, Advertising, Online Advertising, Lead Generation, Networking, Creative Direction, Consulting, Market Planning, Direct Marketing
Education
Santa Fe Community College 1996 — 1999
Certificates, Business, Exercise
Bauder College, Sacramento, CA
Fashion/Apparel Design
Self Employed January 2008 - Present
Con Mucho Gusto Travel January 2015 - April 2015
Boomtime March 2014 - October 2014
New York Life Insurance Company March 2013 - March 2014
Dex One March 2012 - March 2013
Southwest Orthopaedic Physical Therapy May 2011 - March 2012
Chandler Planning & Investment Group November 2010 - May 2011
PT 1st Physical Therapy May 2008 - November 2010
Turquoise Trail Physical Therapy January 2004 - May 2008
Las Campanas Spa & Tennis Center August 1996 - January 2004
Skills
Small Business, Insurance, Time Management, Financial Analysis, Annuity Sales, Estate Planning, Retirement Planning, Asset Protection, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Key Person Protection, Communication, Multi-tasking Skills, Gifting Strategies, Legacies, Thought Leadership, Licensed in Long-Term..., Retirement, Social Networking, Marketing, Entrepreneurship, SEO, Sales, Social Media Marketing, Social Media, Leadership, Facebook, Digital Marketing, Management, Event Planning, Sales Process, Business Networking, Online Marketing, Web Marketing, Strategy, Email Marketing, Advertising, Online Advertising, Lead Generation, Networking, Creative Direction, Consulting, Market Planning, Direct Marketing
Education
Santa Fe Community College 1996 — 1999
Certificates, Business, Exercise
Bauder College, Sacramento, CA
Fashion/Apparel Design
Darryl Nichols Darryl Nichols's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at New York Life helping to protect families in the Greater San Antonio area.
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Alamo Professionals Network 2015 - 2015
Alamo Professionals Network 2015 - 2015
Alamo Professionals Network 2014 - 2015
The Scooter Store 2009 - 2013
The Scooter Store 2009 - 2013
The Scooter Store 2009 - 2013
Texas Fraternal Order of Police February 2008 - April 2009
Civic Develpoment Group 2004 - 2009
Skills
Workforce Management, Call Center, Process Improvement, Customer Service, Quality Assurance, Microsoft Office, Fast Learning, Building Strong Teams, Team Leadership, Coaching, Cross-functional Team..., Customer Retention, Contact Centers, Data Analysis, Customer Satisfaction, Account Management, Call Centers, Direct Sales, Forecasting, High Performance Teams, Human Resources, Inventory Management, Leadership, Integration, Marketing, New Business Development, Performance Management, Sales, Sales Management, Team Building, Team Management, Training, Troubleshooting, Strategic Planning, Management, Operations Management, Sales Operations, Salesforce.com, Sales Process
Education
San Antonio College 2010 — 2014
Seguin High School 1998 — 2002
High School
New York Life Insurance Company September 2014 - Present
Alamo Professionals Network 2015 - 2015
Alamo Professionals Network 2015 - 2015
Alamo Professionals Network 2014 - 2015
The Scooter Store 2009 - 2013
The Scooter Store 2009 - 2013
The Scooter Store 2009 - 2013
Texas Fraternal Order of Police February 2008 - April 2009
Civic Develpoment Group 2004 - 2009
Skills
Workforce Management, Call Center, Process Improvement, Customer Service, Quality Assurance, Microsoft Office, Fast Learning, Building Strong Teams, Team Leadership, Coaching, Cross-functional Team..., Customer Retention, Contact Centers, Data Analysis, Customer Satisfaction, Account Management, Call Centers, Direct Sales, Forecasting, High Performance Teams, Human Resources, Inventory Management, Leadership, Integration, Marketing, New Business Development, Performance Management, Sales, Sales Management, Team Building, Team Management, Training, Troubleshooting, Strategic Planning, Management, Operations Management, Sales Operations, Salesforce.com, Sales Process
Education
San Antonio College 2010 — 2014
Seguin High School 1998 — 2002
High School
Joyce Hope Lee Joyce Hope Lee's New York Life Insurance Company Experience January 2015 - Present
Job Director of Recruiting at New York Life Insurance Company
Industry Restaurants
Experience
New York Life Insurance Company January 2015 - Present
Skills
Social Networking, Customer Service, Social Media, Event Planning, Facebook, Hospitality, Email Marketing, Marketing Communications, Team Leadership, Customer Retention, POS, Events Coordination, Special Events, Strategic Communications, Intercultural..., Media Relations, Analytic Problem Solving, Microsoft Excel, Marketing, Sales
Education
San Jose State University 2010 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
New York Life Insurance Company January 2015 - Present
Skills
Social Networking, Customer Service, Social Media, Event Planning, Facebook, Hospitality, Email Marketing, Marketing Communications, Team Leadership, Customer Retention, POS, Events Coordination, Special Events, Strategic Communications, Intercultural..., Media Relations, Analytic Problem Solving, Microsoft Excel, Marketing, Sales
Education
San Jose State University 2010 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Sonny Runes Sonny Runes's New York Life Insurance Company Experience As an agent and financial planner, i do work for individuals, families and businesses directly and focusing on analyzing their unique financial and protection needs, analyzing their situations to recommend viable solutions and finally implementing the recommendations and making adjustments as their needs change over their lifetimes.$
Job Insurance Agent Financial Planner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company As an agent and financial planner, i do work for individuals, families and businesses directly and focusing on analyzing their unique financial and protection needs, analyzing their situations to recommend viable solutions and finally implementing the recommendations and making adjustments as their needs change over their lifetimes.$
Skills
System Integration, Website Development, Integration, Insurance, Analysis, Finance, Retirement Planning, Retirement, Life Insurance, Disability Insurance, Risk Management, IRAs, Term Life Insurance, Mutual Funds, Long-term Care, Strategic Financial..., Estate Planning, Long Term Care Insurance, Series 6, Financial Planners
Education
San Beda College 1980 — 1984
Bachelor of Science (BS), Management
New York Life Insurance Company As an agent and financial planner, i do work for individuals, families and businesses directly and focusing on analyzing their unique financial and protection needs, analyzing their situations to recommend viable solutions and finally implementing the recommendations and making adjustments as their needs change over their lifetimes.$
Skills
System Integration, Website Development, Integration, Insurance, Analysis, Finance, Retirement Planning, Retirement, Life Insurance, Disability Insurance, Risk Management, IRAs, Term Life Insurance, Mutual Funds, Long-term Care, Strategic Financial..., Estate Planning, Long Term Care Insurance, Series 6, Financial Planners
Education
San Beda College 1980 — 1984
Bachelor of Science (BS), Management
Terri Carlson Terri Carlson's New York Life Insurance Company Experience October 2012 - March 2013
Job Agent at Proverus
Industry Insurance
Experience
PROVERUS April 2013 - Present
New York Life Insurance Company October 2012 - March 2013
Crossroads Marketing May 2008 - March 2011
Upsizemag 2002 - 2010
Skills
Insurance, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Employee Benefits, Disability Insurance, Business Planning, Estate Planning, Tax, Retirement Planning, Retirement Savings, College Education..., Long Term Care Insurance, Whole Life, Small Business, Universal Life, Trade Shows, Sales, Risk Management, Marketing, 401k, Wealth Management, Life Insurance, Health Insurance, Property & Casualty..., Finance, Mortgage Lending, Building Relationships, Selling, Fixed Annuities, Customer Retention, Leadership, Direct Marketing, Cold Calling, Investments, Financial Services, Long-term Care, Advertising
Education
San Diego State University-California State University 1974 — 1976
PROVERUS April 2013 - Present
New York Life Insurance Company October 2012 - March 2013
Crossroads Marketing May 2008 - March 2011
Upsizemag 2002 - 2010
Skills
Insurance, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Employee Benefits, Disability Insurance, Business Planning, Estate Planning, Tax, Retirement Planning, Retirement Savings, College Education..., Long Term Care Insurance, Whole Life, Small Business, Universal Life, Trade Shows, Sales, Risk Management, Marketing, 401k, Wealth Management, Life Insurance, Health Insurance, Property & Casualty..., Finance, Mortgage Lending, Building Relationships, Selling, Fixed Annuities, Customer Retention, Leadership, Direct Marketing, Cold Calling, Investments, Financial Services, Long-term Care, Advertising
Education
San Diego State University-California State University 1974 — 1976
Ryan Sloniawski Ryan Sloniawski's New York Life Insurance Company Experience June 2009 - August 2009
Job Nationwide Sales Specialist at Verizon Wireless
Industry Marketing and Advertising
Experience
Verizon Wireless November 2012 - Present
Xponential Growth Solutions June 2012 - August 2012
Staffing Network June 2010 - July 2010
New York Life Insurance Company June 2009 - August 2009
Saint John Vianney June 2006 - June 2008
California family fitness June 2007 - May 2008
Education
San Diego State University-California State University 2008 — 2012
Business Administration, Business Management and Entrepreneurship, 2012
Jesuit High School 2004 — 2008
Verizon Wireless November 2012 - Present
Xponential Growth Solutions June 2012 - August 2012
Staffing Network June 2010 - July 2010
New York Life Insurance Company June 2009 - August 2009
Saint John Vianney June 2006 - June 2008
California family fitness June 2007 - May 2008
Education
San Diego State University-California State University 2008 — 2012
Business Administration, Business Management and Entrepreneurship, 2012
Jesuit High School 2004 — 2008
Joy Gibson Joy Gibson's New York Life Insurance Company Experience October 2014 - Present
Job Agent | at New York Life Insurance Company
Industry Utilities
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2014 - Present
GridSpeak Corporation February 2011 - July 2013
National Coalition of 100 Black Women, Inc., Oakland Bay Area September 1999 - September 2012
A Safe Place August 2012 - 2012
Wells Fargo Retail Finance October 2005 - October 2010
TMC Development September 2001 - January 2004
Competex.com October 1999 - September 2001
Skills
MS Project Management, MS Project, Program Management, Risk Management, Leadership, Business Development, Strategic Planning, Policy, Start-ups, Business Strategy, Community Outreach, Management Consulting, Customer Service, Mergers & Acquisitions, Change Management, Fundraising, Integration, Sales, Analysis, Strategy, Leadership Development, Strategic Partnerships, Office Management, Management
Education
San Francisco State University
Bachelor of Science (BS), Communication, General, AS Business
San Francisco State University, College of Business
BS, Communication
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2014 - Present
GridSpeak Corporation February 2011 - July 2013
National Coalition of 100 Black Women, Inc., Oakland Bay Area September 1999 - September 2012
A Safe Place August 2012 - 2012
Wells Fargo Retail Finance October 2005 - October 2010
TMC Development September 2001 - January 2004
Competex.com October 1999 - September 2001
Skills
MS Project Management, MS Project, Program Management, Risk Management, Leadership, Business Development, Strategic Planning, Policy, Start-ups, Business Strategy, Community Outreach, Management Consulting, Customer Service, Mergers & Acquisitions, Change Management, Fundraising, Integration, Sales, Analysis, Strategy, Leadership Development, Strategic Partnerships, Office Management, Management
Education
San Francisco State University
Bachelor of Science (BS), Communication, General, AS Business
San Francisco State University, College of Business
BS, Communication
Noreen Kyker Noreen Kyker's New York Life Insurance Company Experience January 2005 - April 2011
Job Life Insurance Specialist at AAA
Industry Insurance
Experience
AAA NCNU August 2010 - Present
New York Life Insurance Company January 2005 - April 2011
Education
UCLA 1996 Art Preceptions 1996 — 1996
The American College, LUCTF Designation 2010
San Diego State University-California State University 1987 — 1990
BS, Pschology - Industrial Organization
AAA NCNU August 2010 - Present
New York Life Insurance Company January 2005 - April 2011
Education
UCLA 1996 Art Preceptions 1996 — 1996
The American College, LUCTF Designation 2010
San Diego State University-California State University 1987 — 1990
BS, Pschology - Industrial Organization
Lilwyn Lucas Dyer, CLU, ChFC Partner at New York Life Lilwyn Lucas Dyer, CLU, ChFC Partner at New York Life's New York Life Insurance Company Experience July 2014 - Present
Job Hire, Train, and Develop Sales Professionals and Help Them Positively Impact the Lives of Others
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Skills
Insurance, Financial Services, Leadership, Retirement, Finance, Financial Planners, Securities, Long Term Care Insurance, Retirement Planning, Investments, IRAs, Asset Management, Series 7, Mutual Funds, Life Insurance, Wealth Management, Financial Planning, Fixed Annuities, Wealth Accumulation, Estate Planning, 401k Rollovers, Strategic Financial..., Portfolio Management, Series 6, Term Life Insurance, Roth IRA, Series 63, Disability Insurance, Long-term Care, Whole Life, Universal Life, Talent Acquisition, Hands on Leader, Training and Development, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Income Protection, Lead Generation, Legacy Planning, Multi-Generational..., Wealth Preservation..., Time Management, Social Media Marketing
Education
San Jose State University
BSBA, Finance
Assumption College
New York Life Insurance Company July 2014 - Present
Skills
Insurance, Financial Services, Leadership, Retirement, Finance, Financial Planners, Securities, Long Term Care Insurance, Retirement Planning, Investments, IRAs, Asset Management, Series 7, Mutual Funds, Life Insurance, Wealth Management, Financial Planning, Fixed Annuities, Wealth Accumulation, Estate Planning, 401k Rollovers, Strategic Financial..., Portfolio Management, Series 6, Term Life Insurance, Roth IRA, Series 63, Disability Insurance, Long-term Care, Whole Life, Universal Life, Talent Acquisition, Hands on Leader, Training and Development, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Income Protection, Lead Generation, Legacy Planning, Multi-Generational..., Wealth Preservation..., Time Management, Social Media Marketing
Education
San Jose State University
BSBA, Finance
Assumption College
Shun Suzuki Shun Suzuki's New York Life Insurance Company Experience May 2011 - October 2013
Job Technology startup
Industry Information Technology and Services
Experience
Rydus Global, Inc. July 2015 - Present
Aflac July 2014 - Present
New York Life Insurance Company May 2011 - October 2013
MassMutual Financial Group September 2009 - May 2011
Westside Brokers November 2008 - January 2010
World Financial Group April 2006 - September 2009
Diamond Lenders 2007 - 2008
Keller Williams Realty Brentwood 2006 - 2007
Hayashi Syndication Group 2004 - 2005
United Television Systems April 2002 - October 2004
Skills
Real Estate, New Business Development, Single Family Homes, Finance, Short Sales, Condos, Foreclosures, Real Estate Transactions, Insurance, Residential Homes, Sellers, Retirement, Relocation, Commercial Real Estate, First Time Home Buyers, Estate Planning, Life Insurance, REO, Selling, Investment Properties, Marketing, Property, Real Estate Development, Investments, Small Business, Negotiation, Mortgage Lending, Strategic Planning, Investors, Referrals, Brokerage, FHA, Loans, Real Estate Economics, Real Estate Financing, Financial Services, Refinance, Underwriting, Sales
Education
Santa Barbara City College 1981 — 1982
Electronic Music, Computer Science
San Diego State University-California State University 1979 — 1981
Linguisitics
University of California San Diego 1978 — 1979
Linguisitics
Rydus Global, Inc. July 2015 - Present
Aflac July 2014 - Present
New York Life Insurance Company May 2011 - October 2013
MassMutual Financial Group September 2009 - May 2011
Westside Brokers November 2008 - January 2010
World Financial Group April 2006 - September 2009
Diamond Lenders 2007 - 2008
Keller Williams Realty Brentwood 2006 - 2007
Hayashi Syndication Group 2004 - 2005
United Television Systems April 2002 - October 2004
Skills
Real Estate, New Business Development, Single Family Homes, Finance, Short Sales, Condos, Foreclosures, Real Estate Transactions, Insurance, Residential Homes, Sellers, Retirement, Relocation, Commercial Real Estate, First Time Home Buyers, Estate Planning, Life Insurance, REO, Selling, Investment Properties, Marketing, Property, Real Estate Development, Investments, Small Business, Negotiation, Mortgage Lending, Strategic Planning, Investors, Referrals, Brokerage, FHA, Loans, Real Estate Economics, Real Estate Financing, Financial Services, Refinance, Underwriting, Sales
Education
Santa Barbara City College 1981 — 1982
Electronic Music, Computer Science
San Diego State University-California State University 1979 — 1981
Linguisitics
University of California San Diego 1978 — 1979
Linguisitics
Patrick Liu's New York Life Insurance Company Experience June 2011 - December 2011
Job Senior Consultant at A2Q2
Industry Accounting
Experience
A2Q2 October 2013 - Present
Salon J January 2009 - December 2012
New York Life Insurance Company June 2011 - December 2011
San Francisco State University February 2011 - May 2011
San Francisco State University May 2010 - July 2010
Skills
Accounting, Auditing, Microsoft Excel, Bookkeeping, Tax Preparation, Access, PowerPoint, Critical Thinking, Financial Statements, Teamwork, Sarbanes-Oxley Act, Excel, Computer Hardware, Strategic Leadership, CISA, IT Audit, SOX Compliancy, COSO, SOX 404, Assurance
Education
San Francisco State University, College of Business 2008 — 2011
Bachelor of Science, Business Administration: Concentration in Accounting
A2Q2 October 2013 - Present
Salon J January 2009 - December 2012
New York Life Insurance Company June 2011 - December 2011
San Francisco State University February 2011 - May 2011
San Francisco State University May 2010 - July 2010
Skills
Accounting, Auditing, Microsoft Excel, Bookkeeping, Tax Preparation, Access, PowerPoint, Critical Thinking, Financial Statements, Teamwork, Sarbanes-Oxley Act, Excel, Computer Hardware, Strategic Leadership, CISA, IT Audit, SOX Compliancy, COSO, SOX 404, Assurance
Education
San Francisco State University, College of Business 2008 — 2011
Bachelor of Science, Business Administration: Concentration in Accounting
Rick Rasnick Rick Rasnick's New York Life Insurance Company Experience February 2009 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2009 - Present
Farmers Insurance and Financial Services January 2000 - June 2009
Eastern Michigan University January 1990 - December 1995
Education
San Jose State University 1979 — 1982
Bachelor's, Human Performance
New York Life Insurance Company February 2009 - Present
Farmers Insurance and Financial Services January 2000 - June 2009
Eastern Michigan University January 1990 - December 1995
Education
San Jose State University 1979 — 1982
Bachelor's, Human Performance
Patrick Glaze's New York Life Insurance Company Experience August 2013 - March 2014
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Credit Suisse January 2015 - Present
J.P. Morgan April 2014 - January 2015
New York Life Insurance Company August 2013 - March 2014
TD Ameritrade October 2011 - July 2013
Wells Fargo July 2010 - October 2011
Skills
Accounting, Banking, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Excel, Sales, Sales Management, Strategic Financial...
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (BS), Financial Planning and Services
Teresa Gonzales, LUTCF Teresa Gonzales, LUTCF's New York Life Insurance Company Experience May 2008 - Present
Job Dedicated Financial Services Professional at NYLIFE Securities LLC, helping to protect families in the Greater South Bay
Industry Financial Services
Experience
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
Skills
401(K) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Generational..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Investments
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, Finance
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
Skills
401(K) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Generational..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Investments
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, Finance
Steven Ta's New York Life Insurance Company Experience May 2009 - December 2009
Job Physical Education Teacher & Athletic Director at Mission Dolores Academy
Industry Nonprofit Organization Management
Experience
Mission Dolores Academy June 2014 - Present
Chinatown YMCA October 2013 - Present
YMCA of San Francisco April 2010 - July 2014
New York Life Insurance Company May 2009 - December 2009
P.E.R.C January 2009 - December 2009
Skills
Fitness, Cpr Certified, Personal Training, Fundraising, First Aid, Program Development, Wellness, Public Speaking, Volunteer Management, Community Outreach, Non-profits, Fitness Training, Health Education, Nonprofits
Education
San Francisco State University 2005 — 2008
Bachelor's degree, Kinesiology and Exercise Science
City College of San Francisco/ Skyline College 1997 — 2003
Associate of Arts and Sciences (AAS), General Studies
Mission Dolores Academy June 2014 - Present
Chinatown YMCA October 2013 - Present
YMCA of San Francisco April 2010 - July 2014
New York Life Insurance Company May 2009 - December 2009
P.E.R.C January 2009 - December 2009
Skills
Fitness, Cpr Certified, Personal Training, Fundraising, First Aid, Program Development, Wellness, Public Speaking, Volunteer Management, Community Outreach, Non-profits, Fitness Training, Health Education, Nonprofits
Education
San Francisco State University 2005 — 2008
Bachelor's degree, Kinesiology and Exercise Science
City College of San Francisco/ Skyline College 1997 — 2003
Associate of Arts and Sciences (AAS), General Studies
lawrence croffie lawrence croffie's New York Life Insurance Company Experience March 2012 - May 2013
Job Production Assistant at CBS Corporation
Industry Entertainment
Experience
CBS Corporation October 2013 - Present
New York Life Insurance Company March 2012 - May 2013
Venture IAB October 2011 - January 2012
Maker Studios Inc January 2011 - July 2011
TK Productions January 2008 - January 2011
MRB Productions October 2010 - December 2010
MTM Public Relations July 2010 - November 2010
Skills
Customer Service, Event Management, Entertainment, Promotions, Social Media, Public Relations, Television, Social Networking, Event Planning, Social Media Marketing, Digital Media, Film, Facebook, Editing, Final Cut Pro, New Media, Life Insurance, Mutual Funds, Estate Planning, Long Term Care Insurance, Buy-sell Agreements, Risk Management, Employee Benefits, Asset Allocation, Qualified Retirement..., Retirement Planning
Education
San Diego State University-California State University 2006 — 2008
Political Science, Arts and Letters
CBS Corporation October 2013 - Present
New York Life Insurance Company March 2012 - May 2013
Venture IAB October 2011 - January 2012
Maker Studios Inc January 2011 - July 2011
TK Productions January 2008 - January 2011
MRB Productions October 2010 - December 2010
MTM Public Relations July 2010 - November 2010
Skills
Customer Service, Event Management, Entertainment, Promotions, Social Media, Public Relations, Television, Social Networking, Event Planning, Social Media Marketing, Digital Media, Film, Facebook, Editing, Final Cut Pro, New Media, Life Insurance, Mutual Funds, Estate Planning, Long Term Care Insurance, Buy-sell Agreements, Risk Management, Employee Benefits, Asset Allocation, Qualified Retirement..., Retirement Planning
Education
San Diego State University-California State University 2006 — 2008
Political Science, Arts and Letters
David P. Jordan's New York Life Insurance Company Experience May 2011 - September 2014
Job Business Operations & General Management
Industry Insurance
Experience
New York Life Insurance Company May 2011 - September 2014
Smokin DJ's Cafe/Restaurants 2002 - 2010
Charter Communications 2000 - 2002
American Tower/Specialty Constructors 1999 - 2000
Jones Intercable 1992 - 1999
Skills
General Management, Budget Management, Operations Management, P&L Management, Leadership, Team Management, Fleet Management, Small Business..., Team Leadership, Cross-functional Team..., Customer Relations, Customer Service, Project Management, Process Improvement, Warehouse Management, Procurement, Customer Retention, Policy Analysis, Customer Acquisition, Financial Services, Life Insurance, 401k Rollovers, Securities, Management
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Management
San Francisco State University 1986 — 1988
BA, Speech & Communications - Magna Cum Laude
New York Life Insurance Company May 2011 - September 2014
Smokin DJ's Cafe/Restaurants 2002 - 2010
Charter Communications 2000 - 2002
American Tower/Specialty Constructors 1999 - 2000
Jones Intercable 1992 - 1999
Skills
General Management, Budget Management, Operations Management, P&L Management, Leadership, Team Management, Fleet Management, Small Business..., Team Leadership, Cross-functional Team..., Customer Relations, Customer Service, Project Management, Process Improvement, Warehouse Management, Procurement, Customer Retention, Policy Analysis, Customer Acquisition, Financial Services, Life Insurance, 401k Rollovers, Securities, Management
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Management
San Francisco State University 1986 — 1988
BA, Speech & Communications - Magna Cum Laude
Katheryn C Evans Katheryn C Evans's New York Life Insurance Company Experience 2001 - 2004
Job President, CEO at Strategic Sound Solutions, Inc.
Industry Financial Services
Experience
StrategicSoundSolutions, Inc. 2007 - Present
Foresters Financial Services and Insurance 2005 - 2006
New York Life Insurance Company 2001 - 2004
CICA/AON 1992 - 2001
Education
San Jose State University
MA & BA, Business, Education and Media/Advertising
StrategicSoundSolutions, Inc. 2007 - Present
Foresters Financial Services and Insurance 2005 - 2006
New York Life Insurance Company 2001 - 2004
CICA/AON 1992 - 2001
Education
San Jose State University
MA & BA, Business, Education and Media/Advertising
Skip Jourdan Skip Jourdan's New York Life Insurance Company Experience May 2007 - June 2008
Job Supervisor Contact Center Operations – Inbound Servicing at Wyndham Worldwide
Industry Information Technology and Services
Experience
Wyndham Worldwide October 2014 - Present
Kansas City Life Insurance Company July 2008 - Present
BidPlus Inc June 1986 - Present
International Market Centers March 2014 - October 2014
New York Life Insurance Company May 2007 - June 2008
Linsco Private Ledger September 2004 - May 2007
United Airlines February 1979 - May 2005
Skills
Investments, Small Business, Customer Service, Public Speaking, Entrepreneurship, Marketing, Insurance, Financial Services, Leadership, Lead Generation, Sales, SEM, Program Management, Business Development, Marketing Strategy, Finance, Strategic Planning, Social Media Marketing, New Business Development
Education
Dearborn Financial 2004 — 2006
FINRA Securities Licenses 6, 63, 7 & 66 Registered Investment Advisor, Life & Health Insurance, Financial Services
San Diego State University-California State University 1973 — 1975
Music
Wyndham Worldwide October 2014 - Present
Kansas City Life Insurance Company July 2008 - Present
BidPlus Inc June 1986 - Present
International Market Centers March 2014 - October 2014
New York Life Insurance Company May 2007 - June 2008
Linsco Private Ledger September 2004 - May 2007
United Airlines February 1979 - May 2005
Skills
Investments, Small Business, Customer Service, Public Speaking, Entrepreneurship, Marketing, Insurance, Financial Services, Leadership, Lead Generation, Sales, SEM, Program Management, Business Development, Marketing Strategy, Finance, Strategic Planning, Social Media Marketing, New Business Development
Education
Dearborn Financial 2004 — 2006
FINRA Securities Licenses 6, 63, 7 & 66 Registered Investment Advisor, Life & Health Insurance, Financial Services
San Diego State University-California State University 1973 — 1975
Music
Craig Oki's New York Life Insurance Company Experience September 2015 - Present
Job Associate Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company 2014 - Present
Target 2010 - 2013
Starbucks Coffee Company 2010 - 2010
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Bank of America June 2004 - February 2006
Bank of America 2003 - 2004
Bank of America 2003 - 2003
Bank of America 2002 - 2003
Skills
Leadership, Team Building, Loans, Store Management, Customer Satisfaction, Customer Service, Strategic Planning, Business Planning, Hiring, Sales Management, Team Leadership, Customer Retention, Succession Planning, Customer Experience, Recruiting, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Education Funding, Business Succession..., Buy-Sell Agreements, Key Person Insurance, Licensed In Long Term..., Life Insurance, Multi-generational..., Relationship Management, Retirement Planning, Wealth Transfer..., Thought Leadership, Risk Management, Banking, Insurance
Education
San Francisco State University 1989 — 1992
BS, Business Administration - Emphasis in Management
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company 2014 - Present
Target 2010 - 2013
Starbucks Coffee Company 2010 - 2010
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Bank of America June 2004 - February 2006
Bank of America 2003 - 2004
Bank of America 2003 - 2003
Bank of America 2002 - 2003
Skills
Leadership, Team Building, Loans, Store Management, Customer Satisfaction, Customer Service, Strategic Planning, Business Planning, Hiring, Sales Management, Team Leadership, Customer Retention, Succession Planning, Customer Experience, Recruiting, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Education Funding, Business Succession..., Buy-Sell Agreements, Key Person Insurance, Licensed In Long Term..., Life Insurance, Multi-generational..., Relationship Management, Retirement Planning, Wealth Transfer..., Thought Leadership, Risk Management, Banking, Insurance
Education
San Francisco State University 1989 — 1992
BS, Business Administration - Emphasis in Management
Jerry Cashman Jerry Cashman's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life helping highnet worth individuals to continue their lifestyle into retirement.
Industry Management Consulting
Experience
New York Life Insurance Company April 2015 - Present
International Association of Business Communicators World December 2014 - Present
Cisco Systems June 2014 - Present
Cisco Systems 2006 - Present
Cashman Consulting June 2002 - Present
Silicon Valley International Association of Business Communicators September 1983 - Present
Stanford University October 2013 - June 2014
Saint Patrick's University 2007 - 2008
VeriSign, Inc. 2003 - 2005
Humanware 2002 - 2005
Skills
Executive Team Coaching, PMP, Change Management, Organizational..., Human Capital, Internal Communications, Content Management, Organizational..., Public Relations, Marketing Communications, Public Affairs, Brand Communication, Corporate Communications, Government Relations, Program Management, Employee Relations, Corporate Social..., Community Relations, Strategic Communications, Microsoft Office, Wikis, Social Media Marketing, PowerPoint, Public Speaking, Business Management, Customer Relations, Leadership, Management, Messaging, Integrated Marketing, Enterprise Software, Marketing Management, Advertising, Entrepreneurship, Start-ups, Marketing, Nonprofits, CRM, Project Management, Analyst Relations, Customer Service, Newsletters, Executive Coaching, Crisis Communications, Communication Training, Strategy, Thought Leadership, Media Relations, Social Media, Fundraising
Education
Buchser High School 1979 — 1983
High School - Santa Clara, CA
San Jose State University 1979 — 1983
Bachelor's of Science, Business and Public Relations
New York Life Insurance Company April 2015 - Present
International Association of Business Communicators World December 2014 - Present
Cisco Systems June 2014 - Present
Cisco Systems 2006 - Present
Cashman Consulting June 2002 - Present
Silicon Valley International Association of Business Communicators September 1983 - Present
Stanford University October 2013 - June 2014
Saint Patrick's University 2007 - 2008
VeriSign, Inc. 2003 - 2005
Humanware 2002 - 2005
Skills
Executive Team Coaching, PMP, Change Management, Organizational..., Human Capital, Internal Communications, Content Management, Organizational..., Public Relations, Marketing Communications, Public Affairs, Brand Communication, Corporate Communications, Government Relations, Program Management, Employee Relations, Corporate Social..., Community Relations, Strategic Communications, Microsoft Office, Wikis, Social Media Marketing, PowerPoint, Public Speaking, Business Management, Customer Relations, Leadership, Management, Messaging, Integrated Marketing, Enterprise Software, Marketing Management, Advertising, Entrepreneurship, Start-ups, Marketing, Nonprofits, CRM, Project Management, Analyst Relations, Customer Service, Newsletters, Executive Coaching, Crisis Communications, Communication Training, Strategy, Thought Leadership, Media Relations, Social Media, Fundraising
Education
Buchser High School 1979 — 1983
High School - Santa Clara, CA
San Jose State University 1979 — 1983
Bachelor's of Science, Business and Public Relations
AJ Sioson AJ Sioson's New York Life Insurance Company Experience March 2007 - December 2009
Job Partner/ Executive Chef at Smothered
Industry Hospitality
Experience
Mama Babes Group August 2015 - Present
Smothered January 2013 - June 2015
Hearst Media Services / San Francisco Chronicle March 2013 - July 2013
San Francisco Bay Guardian April 2012 - February 2013
B Box Entertainment August 2001 - April 2012
AAA Life Insurance Company January 2010 - August 2011
New York Life Insurance Company March 2007 - December 2009
Four Seasons Hotels and Resorts January 2006 - June 2007
Resources for Families and Communities June 2003 - September 2004
Skills
Basic HTML Programming, Adobe Photoshop, Event Planning, Social Media, Social Media Marketing, Customer Service, Microsoft Office, Social Networking, Strategic Financial..., Email Marketing, PowerPoint, Advertising, Marketing Communications, Facebook, Marketing, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Creative Suite, Public Relations, Outlook, Public Speaking, Disability Insurance, Salesforce.com, HTML, Photoshop, Life Insurance, Online Advertising, Online Marketing, Fundraising, Leadership
Education
California Culinary Academy 2004 — 2005
Associates, Le Cordon Bleu/ Culinary Arts
San Jose State University 1999 — 2002
BS Business, Finance Concentration
Mama Babes Group August 2015 - Present
Smothered January 2013 - June 2015
Hearst Media Services / San Francisco Chronicle March 2013 - July 2013
San Francisco Bay Guardian April 2012 - February 2013
B Box Entertainment August 2001 - April 2012
AAA Life Insurance Company January 2010 - August 2011
New York Life Insurance Company March 2007 - December 2009
Four Seasons Hotels and Resorts January 2006 - June 2007
Resources for Families and Communities June 2003 - September 2004
Skills
Basic HTML Programming, Adobe Photoshop, Event Planning, Social Media, Social Media Marketing, Customer Service, Microsoft Office, Social Networking, Strategic Financial..., Email Marketing, PowerPoint, Advertising, Marketing Communications, Facebook, Marketing, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Creative Suite, Public Relations, Outlook, Public Speaking, Disability Insurance, Salesforce.com, HTML, Photoshop, Life Insurance, Online Advertising, Online Marketing, Fundraising, Leadership
Education
California Culinary Academy 2004 — 2005
Associates, Le Cordon Bleu/ Culinary Arts
San Jose State University 1999 — 2002
BS Business, Finance Concentration
Dale Renton Dale Renton's New York Life Insurance Company Experience July 2009 - March 2010
Job Business Development, Indirect Lending at 1st United Services Credit Union
Industry Financial Services
Experience
1st United Services Credit Union August 2012 - Present
1st United Services Credit Union March 2012 - August 2012
1st United Services Credit Union March 2011 - March 2012
New York Life Insurance Company July 2009 - March 2010
Skills
Credit, Consumer Lending, Loans, Retail Banking, Credit Analysis, Financial Analysis, Mortgage Lending, Banking, Risk Management, Financial Modeling, Relationship Management, Commercial Banking, Credit Risk, Cross Selling, Financial Services, Credit Cards, Financial Risk, Accounting, Process Improvement, Business Development, Sales, Credit Unions, Financial Reporting, Deposits, Leadership
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science (B.S.), Corporate Finance and Financial Services
1st United Services Credit Union August 2012 - Present
1st United Services Credit Union March 2012 - August 2012
1st United Services Credit Union March 2011 - March 2012
New York Life Insurance Company July 2009 - March 2010
Skills
Credit, Consumer Lending, Loans, Retail Banking, Credit Analysis, Financial Analysis, Mortgage Lending, Banking, Risk Management, Financial Modeling, Relationship Management, Commercial Banking, Credit Risk, Cross Selling, Financial Services, Credit Cards, Financial Risk, Accounting, Process Improvement, Business Development, Sales, Credit Unions, Financial Reporting, Deposits, Leadership
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science (B.S.), Corporate Finance and Financial Services
Kalyan Yalamanchili Kalyan Yalamanchili's New York Life Insurance Company Experience February 2013 - July 2013
Job SharePoint Consultant
Industry Information Technology and Services
Experience
Sysintelli June 2005 - Present
New York Life Insurance Company February 2013 - July 2013
Merck November 2012 - February 2013
LexisNexis March 2012 - September 2012
OhioHealth October 2011 - March 2012
Tides June 2011 - September 2011
LPL Financial December 2010 - May 2011
DIRECTV November 2009 - April 2010
Eastman Kodak June 2006 - September 2008
Skills
.NET, C#, SharePoint, Microsoft SQL Server, IIS, jQuery, JavaScript, Tortoise SVN, TFS, Powershell, XAML, ASP.NET, VBScript, CSS, QTP, Visio, Software Documentation, Testing, Integration, Databases, Java, HTML, SDLC
Education
San Diego State University-California State University 2005 — 2007
Electronics & Electrical Engineering
Sysintelli June 2005 - Present
New York Life Insurance Company February 2013 - July 2013
Merck November 2012 - February 2013
LexisNexis March 2012 - September 2012
OhioHealth October 2011 - March 2012
Tides June 2011 - September 2011
LPL Financial December 2010 - May 2011
DIRECTV November 2009 - April 2010
Eastman Kodak June 2006 - September 2008
Skills
.NET, C#, SharePoint, Microsoft SQL Server, IIS, jQuery, JavaScript, Tortoise SVN, TFS, Powershell, XAML, ASP.NET, VBScript, CSS, QTP, Visio, Software Documentation, Testing, Integration, Databases, Java, HTML, SDLC
Education
San Diego State University-California State University 2005 — 2007
Electronics & Electrical Engineering
Adrian Ochoa-Uribe Adrian Ochoa-Uribe's New York Life Insurance Company Experience December 2012 - January 2014
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Home Works Realty January 2014 - Present
New York Life Insurance Company December 2012 - January 2014
Allstate 2011 - 2012
Skills
Financial Services, Long Term Care Insurance, Term Life Insurance, Employee whole life..., Retirement Planning, Annuity Sales, Permanent Life Insurance, Finance, Financial Structuring, Licensed Life Insurance..., Asset Managment, Asset Management, Asset Protection, Financial Advisory, CA Insurance License, Property & Casualty..., Employee Benefits, College Savings Plans, Sales
Education
University of Phoenix
San Diego Mesa College
Home Works Realty January 2014 - Present
New York Life Insurance Company December 2012 - January 2014
Allstate 2011 - 2012
Skills
Financial Services, Long Term Care Insurance, Term Life Insurance, Employee whole life..., Retirement Planning, Annuity Sales, Permanent Life Insurance, Finance, Financial Structuring, Licensed Life Insurance..., Asset Managment, Asset Management, Asset Protection, Financial Advisory, CA Insurance License, Property & Casualty..., Employee Benefits, College Savings Plans, Sales
Education
University of Phoenix
San Diego Mesa College
Jasen Jun Jasen Jun's New York Life Insurance Company Experience January 2001 - July 2010
Job Health and Benefit sales representative at Paychex
Industry Human Resources
Experience
Paychex June 2013 - Present
Kaiser Permanente August 2012 - June 2013
Paychex February 2011 - August 2012
New York Life Insurance Company January 2001 - July 2010
Skills
Employee Benefits, Benefits Administration, Health Insurance, Payroll, Flexible Spending..., HRIS, Cold Calling, 401k, COBRA, Employee Relations, Recruiting, Insurance, Benefits Management, Human Resources, Cafeteria Plans, Retirement, Health Savings Accounts, Sales, Life Insurance, Management, Long-term Care, Workers Compensation
Education
San Francisco State University 1987 — 1992
Bachelor's degree, Business Administration and Management, General
moreau high school 1985 — 1987
Paychex June 2013 - Present
Kaiser Permanente August 2012 - June 2013
Paychex February 2011 - August 2012
New York Life Insurance Company January 2001 - July 2010
Skills
Employee Benefits, Benefits Administration, Health Insurance, Payroll, Flexible Spending..., HRIS, Cold Calling, 401k, COBRA, Employee Relations, Recruiting, Insurance, Benefits Management, Human Resources, Cafeteria Plans, Retirement, Health Savings Accounts, Sales, Life Insurance, Management, Long-term Care, Workers Compensation
Education
San Francisco State University 1987 — 1992
Bachelor's degree, Business Administration and Management, General
moreau high school 1985 — 1987
Adrienne Acob Adrienne Acob's New York Life Insurance Company Experience December 2010 - June 2011
Job Front Desk Receptionist at Giusto's VitaGrain
Industry Design
Experience
Giusto's Vita-Grain August 2014 - Present
Neidhardt Inc February 2012 - July 2014
New York Life Insurance Company December 2010 - June 2011
Monarch Financial June 2001 - August 2001
State Compensation Insurance Fund December 2000 - December 2000
State Compensation Insurance Fund December 1999 - December 1999
Skills
PowerPoint, Data Entry, Event Planning, Microsoft Office, Microsoft Word, Editing, Microsoft Excel, Customer Service, Office Administration, Higher Education, Public Speaking, Community Organizing, Curriculum Design, Illustrator, Administrative..., Social Media, Adobe Creative Suite, FileMaker, History, Inventory Management, Teaching, Photoshop, Research, System Administration, Coaching
Education
San Francisco State University 2002 — 2007
BA, English (Creative Writing)
Giusto's Vita-Grain August 2014 - Present
Neidhardt Inc February 2012 - July 2014
New York Life Insurance Company December 2010 - June 2011
Monarch Financial June 2001 - August 2001
State Compensation Insurance Fund December 2000 - December 2000
State Compensation Insurance Fund December 1999 - December 1999
Skills
PowerPoint, Data Entry, Event Planning, Microsoft Office, Microsoft Word, Editing, Microsoft Excel, Customer Service, Office Administration, Higher Education, Public Speaking, Community Organizing, Curriculum Design, Illustrator, Administrative..., Social Media, Adobe Creative Suite, FileMaker, History, Inventory Management, Teaching, Photoshop, Research, System Administration, Coaching
Education
San Francisco State University 2002 — 2007
BA, English (Creative Writing)
Christy Martinez Christy Martinez's New York Life Insurance Company Experience March 2014 - May 2015
Job Financial Guide at National Agents Alliance Corporate
Industry Financial Services
Experience
National Agents Alliance Corporate May 2015 - Present
New York Life Insurance Company March 2014 - May 2015
Farmers Insurance February 2006 - October 2013
Wells Fargo Bank and Investments February 2001 - December 2005
Skills
Investments, Life Insurance, Financial Services, Finance, Small Business, Entrepreneurship, Coaching, Term Life Insurance, Marketing, Umbrella Insurance, Team Building, Public Speaking, Social Networking, Strategic Planning, Insurance, Marketing Strategy, Homeowners, Commercial Insurance, New Business Development, Social Media Marketing, Retirement Planning, Fixed Annuities, Property & Casualty..., Organizational..., Leadership
Education
Santa Fe Community College 2011 — 2015
Associate of Arts (A.A.), Human Services and Spanish Language
National Agents Alliance Corporate May 2015 - Present
New York Life Insurance Company March 2014 - May 2015
Farmers Insurance February 2006 - October 2013
Wells Fargo Bank and Investments February 2001 - December 2005
Skills
Investments, Life Insurance, Financial Services, Finance, Small Business, Entrepreneurship, Coaching, Term Life Insurance, Marketing, Umbrella Insurance, Team Building, Public Speaking, Social Networking, Strategic Planning, Insurance, Marketing Strategy, Homeowners, Commercial Insurance, New Business Development, Social Media Marketing, Retirement Planning, Fixed Annuities, Property & Casualty..., Organizational..., Leadership
Education
Santa Fe Community College 2011 — 2015
Associate of Arts (A.A.), Human Services and Spanish Language
Peter Vorrises, CBC, CPDM Peter Vorrises, CBC, CPDM's New York Life Insurance Company Experience 1981 - 1988
Job Director, Independent Asssociate at LegalShield
Industry Insurance
Experience
LegalShield January 2010 - Present
United Insurance Group Career Agent Division February 2011 - December 2011
Anthem Blue Cross 1988 - November 2009
Baywide Health Insurance Services January 1986 - November 1988
PropertyTech Incorporated December 1983 - January 1988
New York Life Insurance Company 1981 - 1988
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Accident Insurance, Brokers, Medicare, Insurance, Medicare Part D, Term Life Insurance, Employee Benefits, Underwriting, Sales, Sales Management, Long-term Care, Life Insurance, Group Insurance, Whole Life, Group Medical, HMO, Voluntary Employee..., PPO, Cafeteria Plans, Accident, Universal Life, Long Term Care Insurance, Critical Illness
Education
San Francisco State University
B.A., Sociology / Business-Marketing
LegalShield January 2010 - Present
United Insurance Group Career Agent Division February 2011 - December 2011
Anthem Blue Cross 1988 - November 2009
Baywide Health Insurance Services January 1986 - November 1988
PropertyTech Incorporated December 1983 - January 1988
New York Life Insurance Company 1981 - 1988
Skills
Health Insurance, Health Savings Accounts, Disability Insurance, Accident Insurance, Brokers, Medicare, Insurance, Medicare Part D, Term Life Insurance, Employee Benefits, Underwriting, Sales, Sales Management, Long-term Care, Life Insurance, Group Insurance, Whole Life, Group Medical, HMO, Voluntary Employee..., PPO, Cafeteria Plans, Accident, Universal Life, Long Term Care Insurance, Critical Illness
Education
San Francisco State University
B.A., Sociology / Business-Marketing
Sherry Senesy, CPA Sherry Senesy, CPA's New York Life Insurance Company Experience May 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
New York Life Insurance Company May 2010 - Present
Wireless Facilities Inc. December 2006 - December 2007
HSBC October 2003 - December 2006
Wells Fargo & Company September 1996 - September 2003
ITT Residential Capital Corporation 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
GAAP, Sarbanes-Oxley Act, Finance, Accounting, Financial Accounting, Sarbanes-Oxley, Managerial Finance, Financial Services, US GAAP, Insurance, Accounts Payable, Investments, CPA, Leadership, Financial Analysis, Consolidation, Financial Reporting, Internal Controls, Corporate Finance, Strategic Financial...
Education
San Diego State University-California State University 1986 — 1988
B.S. Business Administration, Accounting Major
Rebecca Iacovino Rebecca Iacovino's New York Life Insurance Company Experience January 2010 - January 2011
Job Community Business Development Manager Barnes and Noble
Industry Retail
Experience
Barnes and Noble March 2015 - Present
Macy's October 2011 - February 2015
New York Life Insurance Company January 2010 - January 2011
Barnes and Noble November 2004 - February 2010
Skills
Customer Service, Marketing, Sales, Coaching, Training, Recruiting, Management, Interviews, Marketing Strategy, Nonprofits, Team Building, Team Leadership, Retail, Event Management, Event Planning, Leadership, Public Speaking
Education
University of the Pacific - Eberhardt School of Business 2008 — 2009
Bachelor of Science in Business Administartion, Marketing
San Joaquin Delta College 2005 — 2008
Associate of Arts (A.A.), Business Administartion
Barnes and Noble March 2015 - Present
Macy's October 2011 - February 2015
New York Life Insurance Company January 2010 - January 2011
Barnes and Noble November 2004 - February 2010
Skills
Customer Service, Marketing, Sales, Coaching, Training, Recruiting, Management, Interviews, Marketing Strategy, Nonprofits, Team Building, Team Leadership, Retail, Event Management, Event Planning, Leadership, Public Speaking
Education
University of the Pacific - Eberhardt School of Business 2008 — 2009
Bachelor of Science in Business Administartion, Marketing
San Joaquin Delta College 2005 — 2008
Associate of Arts (A.A.), Business Administartion
Sandra Altman Sandra Altman's New York Life Insurance Company Experience November 2009 - Present
Job Administrative Assistant at New York Life Insurance Company
Industry Executive Office
Experience
New York Life Insurance Company November 2009 - Present
SETTING PACE LLC July 2002 - March 2009
Education
San Diego State University-California State University
BA, Public Administration
New York Life Insurance Company November 2009 - Present
SETTING PACE LLC July 2002 - March 2009
Education
San Diego State University-California State University
BA, Public Administration
David Minor CA LIC #0D19836 David Minor CA LIC #0D19836's New York Life Insurance Company Experience 2000 - 2003
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2010 - Present
COTAP October 2011 - Present
Liberty Group 2007 - 2010
Fields Aviation 2003 - 2007
New York Life Insurance Company 2000 - 2003
Education
San Francisco State University, College of Business 1989 — 1994
Business, Marketing
Nile C. Kinnick 1987 — 1989
Ameriprise Financial Services, Inc. October 2010 - Present
COTAP October 2011 - Present
Liberty Group 2007 - 2010
Fields Aviation 2003 - 2007
New York Life Insurance Company 2000 - 2003
Education
San Francisco State University, College of Business 1989 — 1994
Business, Marketing
Nile C. Kinnick 1987 — 1989
Nikki Tran Gettleman Nikki Tran Gettleman's New York Life Insurance Company Experience April 2005 - March 2008
Job Marketing and Design Specialist
Industry Marketing and Advertising
Experience
Intero Real Estate July 2013 - February 2014
MIXXI May 2010 - May 2013
Pandigital November 2008 - December 2011
BN Magazine May 2003 - May 2008
New York Life Insurance Company April 2005 - March 2008
Skills
Posters, Brochures, Flyers, Banners, Editorial, Publishing, Photography, Fashion, Marketing, Logo Design, Online Marketing, Layout, Advertising, Social Media, E-commerce, Management, Marketing Strategy
Education
San Jose State University 1998 — 2002
Bachelor of Science (BS)
Intero Real Estate July 2013 - February 2014
MIXXI May 2010 - May 2013
Pandigital November 2008 - December 2011
BN Magazine May 2003 - May 2008
New York Life Insurance Company April 2005 - March 2008
Skills
Posters, Brochures, Flyers, Banners, Editorial, Publishing, Photography, Fashion, Marketing, Logo Design, Online Marketing, Layout, Advertising, Social Media, E-commerce, Management, Marketing Strategy
Education
San Jose State University 1998 — 2002
Bachelor of Science (BS)
Amanda Jimenez's New York Life Insurance Company Experience February 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Urology San Antonio July 2014 - January 2015
Urology San Antonio January 2014 - July 2014
First Call Restoration October 2013 - December 2013
Saks Fifth Avenue October 2012 - September 2013
Brand Ambassador August 2008 - August 2013
Hooters of America August 2008 - December 2011
CRE8AD8 Event & Travel Management February 2011 - September 2011
Skills
Marketing, Social Networking, Customer Service, Sales, Account Management, Marketing Communications
Education
San Antonio College
Associate of Arts (AA)
New York Life Insurance Company February 2015 - Present
Urology San Antonio July 2014 - January 2015
Urology San Antonio January 2014 - July 2014
First Call Restoration October 2013 - December 2013
Saks Fifth Avenue October 2012 - September 2013
Brand Ambassador August 2008 - August 2013
Hooters of America August 2008 - December 2011
CRE8AD8 Event & Travel Management February 2011 - September 2011
Skills
Marketing, Social Networking, Customer Service, Sales, Account Management, Marketing Communications
Education
San Antonio College
Associate of Arts (AA)
Jerry Sauceda, Partner at New York Life Insurance Co.'s New York Life Insurance Company Experience June 2015 - Present
Job Money can be made, money can be lost but time cannot be made up. Call me for a true work/life balance 8308227211
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company May 2013 - Present
Alliance Seating & Mobility at The Scooter Store May 2010 - May 2012
Bluebonnet Ford July 2008 - May 2009
Bluebonnet Ford June 2003 - December 2007
Skills
Sales, Customer Satisfaction, Insurance, Direct Sales, Account Management, Leadership, Selling, Customer Retention, Public Speaking, Time Management, Training, New Business Development, Strategic Planning
Education
Canyon High School 1999 — 2003
High School diploma
San Antonio College
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company May 2013 - Present
Alliance Seating & Mobility at The Scooter Store May 2010 - May 2012
Bluebonnet Ford July 2008 - May 2009
Bluebonnet Ford June 2003 - December 2007
Skills
Sales, Customer Satisfaction, Insurance, Direct Sales, Account Management, Leadership, Selling, Customer Retention, Public Speaking, Time Management, Training, New Business Development, Strategic Planning
Education
Canyon High School 1999 — 2003
High School diploma
San Antonio College
Daniel Dugan's New York Life Insurance Company Experience December 2006 - July 2007
Job Sales Manager at Cortland Company
Industry Electrical/Electronic Manufacturing
Experience
Cortland Company June 2015 - Present
National Oilwell Varco December 2010 - May 2015
National Oilwell Varco October 2007 - December 2010
Baker Hughes February 2002 - August 2007
New York Life Insurance Company December 2006 - July 2007
Skills
Electrical Technology, New Business Development, Account Management, SAP, Oil & Gas Industry, Strategic Negotiations, Instrumentation, Drilling, Energy Industry, ERP Software, Power Systems, Supply Chain..., Client Presentation, Offshore Operations, Electrical Controls, Hazardous Areas, Logistics, Procurement, Oilfield, Operations Management, Supply Chain Management, Business Development, Energy, Offshore Drilling, Upstream, Gas, Petroleum
Education
University of Houston-Downtown 2009 — 2013
Political Science
San Jacinto College 2004 — 2006
Aviation
Cortland Company June 2015 - Present
National Oilwell Varco December 2010 - May 2015
National Oilwell Varco October 2007 - December 2010
Baker Hughes February 2002 - August 2007
New York Life Insurance Company December 2006 - July 2007
Skills
Electrical Technology, New Business Development, Account Management, SAP, Oil & Gas Industry, Strategic Negotiations, Instrumentation, Drilling, Energy Industry, ERP Software, Power Systems, Supply Chain..., Client Presentation, Offshore Operations, Electrical Controls, Hazardous Areas, Logistics, Procurement, Oilfield, Operations Management, Supply Chain Management, Business Development, Energy, Offshore Drilling, Upstream, Gas, Petroleum
Education
University of Houston-Downtown 2009 — 2013
Political Science
San Jacinto College 2004 — 2006
Aviation
Hector D. Vilchis's New York Life Insurance Company Experience April 2012 - Present
Job Corporate Vice President and Market Manager
Industry Financial Services
Experience
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company June 2011 - April 2012
New York Life Insurance Company September 2006 - September 2010
New York Life Insurance Company July 2000 - September 2006
Cytosol Ophthalmics October 1999 - July 2000
Skills
Insurance, Sales, Strategic Planning, Strategic Financial..., Marketing Management, Life Insurance, Financial Services, Business Development, Leadership, Business Planning, Financial Planning, Retirement Planning, Investments, Business Strategy, Marketing Strategy, Marketing, Financial Analysis, Finance, Strategy, Fixed Annuities, Risk Management, Retirement, Estate Planning, Securities, Wealth Management, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Program, Private Wealth Management LATAM
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance and Global Business
San Diego State University-California State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company June 2011 - April 2012
New York Life Insurance Company September 2006 - September 2010
New York Life Insurance Company July 2000 - September 2006
Cytosol Ophthalmics October 1999 - July 2000
Skills
Insurance, Sales, Strategic Planning, Strategic Financial..., Marketing Management, Life Insurance, Financial Services, Business Development, Leadership, Business Planning, Financial Planning, Retirement Planning, Investments, Business Strategy, Marketing Strategy, Marketing, Financial Analysis, Finance, Strategy, Fixed Annuities, Risk Management, Retirement, Estate Planning, Securities, Wealth Management, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Program, Private Wealth Management LATAM
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Finance and Global Business
San Diego State University-California State University 1993 — 1997
Bachelor of Arts (B.A.), International Business
Richard Francis Richard Francis's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Independent Insurance Agent 2006 - 2015
Goldline, LLC January 2009 - June 2014
Consumer Resource Network July 1999 - July 2006
Skills
Marketing, Sales, Customer Service, Team Building, Account Management, Sales Management, Life Insurance, Leadership, New Business Development, Business Planning, Legacy Planning, Workshop Facilitation, Event Coordination, Health Insurance, Management, Retirement, Disability Insurance
Education
San Francisco State University 1996 — 1999
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
New York Life Insurance Company May 2015 - Present
Independent Insurance Agent 2006 - 2015
Goldline, LLC January 2009 - June 2014
Consumer Resource Network July 1999 - July 2006
Skills
Marketing, Sales, Customer Service, Team Building, Account Management, Sales Management, Life Insurance, Leadership, New Business Development, Business Planning, Legacy Planning, Workshop Facilitation, Event Coordination, Health Insurance, Management, Retirement, Disability Insurance
Education
San Francisco State University 1996 — 1999
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Sarah Sykes Sarah Sykes's New York Life Insurance Company Experience June 2015 - Present
Job Summer Intern at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company June 2015 - Present
Publix Super Markets April 2013 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Management, Leadership, Sales, Outlook, Customer Service, Event Management, Facebook, Teamwork
Education
University of Florida 2014 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General, Junior
Santa Fe College 2013 — 2014
Associate of Arts (AA), Business Administration
New York Life Insurance Company June 2015 - Present
Publix Super Markets April 2013 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Management, Leadership, Sales, Outlook, Customer Service, Event Management, Facebook, Teamwork
Education
University of Florida 2014 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General, Junior
Santa Fe College 2013 — 2014
Associate of Arts (AA), Business Administration
CHI TRAN's New York Life Insurance Company Experience March 2005 - November 2006
Job Quality at Abbott Laboratories Vascular
Industry Electrical/Electronic Manufacturing
Experience
Abbott Laboratories Vascular July 2014 - Present
Hdpe Korean industrial pipes ltd. Company July 2011 - September 2013
BD November 2008 - July 2011
New York Life Insurance Company March 2005 - November 2006
San Jose City College February 2002 - December 2004
Skills
Testing, Management, Microsoft Office, Electronics, Wireless, Analysis, Signal Processing, C++, Networking, Electrical Engineering, Microsoft Excel, Project Planning, Medical Devices, Control Systems Design, Digital Signal..., Physics, Matlab, Cross-functional Team..., Public Speaking, Research, PowerPoint, Leadership, Engineering, Project Management, VHDL, Verilog, PSpice, Function Generator, SAP, Documentum, Lean Manufacturing, ISO 9000, GMP, Six Sigma, Lean Six Sigma, DFT, ECO, Minitab, ROI Optimization
Education
San Jose State University 2005 — 2008
Bachelor of Science (B.S.)
San Jose State University 2005 — 2008
Senior, Electrical Engineer
Abbott Laboratories Vascular July 2014 - Present
Hdpe Korean industrial pipes ltd. Company July 2011 - September 2013
BD November 2008 - July 2011
New York Life Insurance Company March 2005 - November 2006
San Jose City College February 2002 - December 2004
Skills
Testing, Management, Microsoft Office, Electronics, Wireless, Analysis, Signal Processing, C++, Networking, Electrical Engineering, Microsoft Excel, Project Planning, Medical Devices, Control Systems Design, Digital Signal..., Physics, Matlab, Cross-functional Team..., Public Speaking, Research, PowerPoint, Leadership, Engineering, Project Management, VHDL, Verilog, PSpice, Function Generator, SAP, Documentum, Lean Manufacturing, ISO 9000, GMP, Six Sigma, Lean Six Sigma, DFT, ECO, Minitab, ROI Optimization
Education
San Jose State University 2005 — 2008
Bachelor of Science (B.S.)
San Jose State University 2005 — 2008
Senior, Electrical Engineer
Brad Byrns Brad Byrns's New York Life Insurance Company Experience April 2013 - April 2014
Job Financial Planner at Spectrum Wealth Partners
Industry Financial Services
Experience
Spectrum Wealth Partners May 2014 - Present
New York Life Insurance Company April 2013 - April 2014
Skills
Retirement Planning, Investment Advisory, Finance, Fixed Annuities, Variable Annuities, Options, Saving for Education, Retirement, IRAs, Investments, Leadership, Financial Services, Life Insurance, Insurance
Education
San Diego State University-California State University 2007 — 2010
Economics
Monte Vista
Spectrum Wealth Partners May 2014 - Present
New York Life Insurance Company April 2013 - April 2014
Skills
Retirement Planning, Investment Advisory, Finance, Fixed Annuities, Variable Annuities, Options, Saving for Education, Retirement, IRAs, Investments, Leadership, Financial Services, Life Insurance, Insurance
Education
San Diego State University-California State University 2007 — 2010
Economics
Monte Vista
Matt Bettencourt's New York Life Insurance Company Experience June 2015 - Present
Job Agent / New York Life
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Skills
Customer Satisfaction, Negotiation, Retirement, Term Life Insurance, Whole Life, Long Term Care Insurance, Business Insurance..., Tax free retirement..., Insurance
Education
San Jose City College
Computer Science, 3.25
New York Life Insurance Company June 2015 - Present
Skills
Customer Satisfaction, Negotiation, Retirement, Term Life Insurance, Whole Life, Long Term Care Insurance, Business Insurance..., Tax free retirement..., Insurance
Education
San Jose City College
Computer Science, 3.25
Jaquelyn Parungao, MSBA Jaquelyn Parungao, MSBA's New York Life Insurance Company Experience September 2005 - June 2007
Job Business Development Profesional
Industry Insurance
Experience
Pinnacle Claims Management, Inc. August 2013 - Present
JBAN Imagen y Arte April 2012 - June 2012
Pacific Advisors May 2009 - June 2011
Prudential Financial July 2007 - April 2009
New York Life Insurance Company September 2005 - June 2007
Skills
Financial Services, Leadership, CRM, Strategy, Portfolio Management, Analysis, Sales
Education
San Diego State University-California State University
Masters of Science in Business Administration, Financial and Tax Planning
University of California, San Diego
Bachelor of Arts, International Studies: Economics
Universidad Carlos III de Madrid
Spanish Economics, Political Science, Business Spanish
Rosary High School
Pinnacle Claims Management, Inc. August 2013 - Present
JBAN Imagen y Arte April 2012 - June 2012
Pacific Advisors May 2009 - June 2011
Prudential Financial July 2007 - April 2009
New York Life Insurance Company September 2005 - June 2007
Skills
Financial Services, Leadership, CRM, Strategy, Portfolio Management, Analysis, Sales
Education
San Diego State University-California State University
Masters of Science in Business Administration, Financial and Tax Planning
University of California, San Diego
Bachelor of Arts, International Studies: Economics
Universidad Carlos III de Madrid
Spanish Economics, Political Science, Business Spanish
Rosary High School
Ben BenAry's New York Life Insurance Company Experience 2011 - 2011
Job Producer @ 3Motion Creative
Industry Media Production
Experience
3Motion Creative 2012 - Present
Trulia 2012 - 2012
CBS Corporation 2012 - 2012
New York Life Insurance Company 2011 - 2011
California Academy of Sciences 2008 - 2011
Skills
Video Production, Internet Video..., Internet Video, Testimonials, Cinematography, Marketing Strategy, Acting, Voice Over, Voice Acting
Education
San Francisco State University 2007 — 2011
Bachelor of Arts (B.A.), Cinema
3Motion Creative 2012 - Present
Trulia 2012 - 2012
CBS Corporation 2012 - 2012
New York Life Insurance Company 2011 - 2011
California Academy of Sciences 2008 - 2011
Skills
Video Production, Internet Video..., Internet Video, Testimonials, Cinematography, Marketing Strategy, Acting, Voice Over, Voice Acting
Education
San Francisco State University 2007 — 2011
Bachelor of Arts (B.A.), Cinema
Binh Nguyen, MA, LUTCF, CLF's New York Life Insurance Company Experience September 2012 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company February 2008 - August 2012
New York Life Insurance Company March 2007 - February 2008
New York Life Insurance Company January 2003 - January 2007
New York Life Insurance Company September 1999 - December 2002
Skills
People Skills, Building Relationships, Fixed Annuities, Marketing, Sales, Employee Benefits, Retirement Planning, Retirement, Insurance, Coaching, Asset Allocation, Disability Insurance, Financial Planners, Investment Strategies, Roth IRA, Series 6, Series 65, Series 7, Wealth Accumulation, Education Fundint..., Strategic Planning, Asset Protection, Wealth Preservation..., Team Leadership, Financial Planning, Wealth Management
Education
San Jose State University 1997 — 1999
MA, Economic
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company February 2008 - August 2012
New York Life Insurance Company March 2007 - February 2008
New York Life Insurance Company January 2003 - January 2007
New York Life Insurance Company September 1999 - December 2002
Skills
People Skills, Building Relationships, Fixed Annuities, Marketing, Sales, Employee Benefits, Retirement Planning, Retirement, Insurance, Coaching, Asset Allocation, Disability Insurance, Financial Planners, Investment Strategies, Roth IRA, Series 6, Series 65, Series 7, Wealth Accumulation, Education Fundint..., Strategic Planning, Asset Protection, Wealth Preservation..., Team Leadership, Financial Planning, Wealth Management
Education
San Jose State University 1997 — 1999
MA, Economic
Angelique (Angie Olson) Roja Angelique (Angie Olson) Roja's New York Life Insurance Company Experience November 2009 - May 2012
Job Client Coordinator
Industry Hospital & Health Care
Experience
PlanSource May 2012 - Present
New York Life Insurance Company November 2009 - May 2012
San Joaquin Delta College Small Business Development Center March 2009 - February 2010
Pencils.com 2008 - 2008
Central Valley Training Center 2004 - 2005
Utopia Health and Beauty 1999 - 2004
Artistic Hair & Company March 1997 - June 1998
Hudson's Hair Alive January 1992 - January 1998
Vicoria's Hair on Stage June 1991 - December 1992
Skills
Insurance, Sales, Training, Leadership, Finance, Employee Benefits, Customer Service, Strategic Planning, Fixed Annuities, Microsoft Excel, Strategic Financial..., Public Speaking, Financial Planning, Financial Services, Project Planning, Retirement Planning, Microsoft Word, NetSuite, Benefits Administration, Data Import/export, EDI, Human Resources, Life Insurance, Healthcare, HR Policies, Microsoft Office, OS X, Drawing, Photography, Management, System Implementations
Education
University of the Pacific - Eberhardt School of Business 2007 — 2009
BS, Business Administration-Entrepreneurship and Finance
San Joaquin Delta College 2004 — 2007
AS, Art and Business
Technical Arts Institute 1990 — 1991
License, Cosmetology
PlanSource May 2012 - Present
New York Life Insurance Company November 2009 - May 2012
San Joaquin Delta College Small Business Development Center March 2009 - February 2010
Pencils.com 2008 - 2008
Central Valley Training Center 2004 - 2005
Utopia Health and Beauty 1999 - 2004
Artistic Hair & Company March 1997 - June 1998
Hudson's Hair Alive January 1992 - January 1998
Vicoria's Hair on Stage June 1991 - December 1992
Skills
Insurance, Sales, Training, Leadership, Finance, Employee Benefits, Customer Service, Strategic Planning, Fixed Annuities, Microsoft Excel, Strategic Financial..., Public Speaking, Financial Planning, Financial Services, Project Planning, Retirement Planning, Microsoft Word, NetSuite, Benefits Administration, Data Import/export, EDI, Human Resources, Life Insurance, Healthcare, HR Policies, Microsoft Office, OS X, Drawing, Photography, Management, System Implementations
Education
University of the Pacific - Eberhardt School of Business 2007 — 2009
BS, Business Administration-Entrepreneurship and Finance
San Joaquin Delta College 2004 — 2007
AS, Art and Business
Technical Arts Institute 1990 — 1991
License, Cosmetology
Emma Ferrer, LUTCF Emma Ferrer, LUTCF's New York Life Insurance Company Experience April 2003 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2003 - Present
New York Life Insurance Company 2003 - Present
Skills
Financial Analysis, Finance, Insurance, Educational Funding, Retirement Planning, Fixed Annuities, Guaranteed Lifetime..., Estate Planning, Long Term Care Insurance, Investments, Long-term Care, Mutual Funds, Financial Planning, Financial Services, Retirement, Small Business
Education
American college
LUTCF
BNHS
San Jose State University
New York Life Insurance Company April 2003 - Present
New York Life Insurance Company 2003 - Present
Skills
Financial Analysis, Finance, Insurance, Educational Funding, Retirement Planning, Fixed Annuities, Guaranteed Lifetime..., Estate Planning, Long Term Care Insurance, Investments, Long-term Care, Mutual Funds, Financial Planning, Financial Services, Retirement, Small Business
Education
American college
LUTCF
BNHS
San Jose State University
Marietta Silva's New York Life Insurance Company Experience 2014 - May 2015
Job Associate Advisor at REAP Financial
Industry Financial Services
Experience
REAP Financial May 2015 - Present
New York Life Insurance Company 2014 - May 2015
Cody Fisher Magic 2010 - 2014
CoreLogic 2003 - 2011
CoreLogic (Formerly First American Flood Data Services) 2000 - 2003
CoreLogic (Formerly First American Flood Data Services) 1999 - 2000
CoreLogic (Acquired Subsidiary - Pinnacle Management Solutions Insurance Services) 1998 - 1999
CoreLogic (Acquired Subsidiary - Pinnacle Flood Data Services) 1997 - 1999
World Savings January 1992 - January 1997
Skills
Customer Experience..., Marketing Communications, Client Relations Skills, Account Management, Customer Retention, Customer Service, Web Content, Creative Writing, Non-fiction, Event Planning, Customer Insight, Customer Satisfaction, Employee Relations, Editing, Proofreading, Copy Editing, Organizational..., Great Motivator, Thought Leadership, Professional Mentoring, Project Planning, Marketing Strategy, CRM, Management, Strategy
Education
San Francisco State University
Bachelor's Degree, Political Science and Government, Summa Cum Laude
University of Essex
Political Science and Government
REAP Financial May 2015 - Present
New York Life Insurance Company 2014 - May 2015
Cody Fisher Magic 2010 - 2014
CoreLogic 2003 - 2011
CoreLogic (Formerly First American Flood Data Services) 2000 - 2003
CoreLogic (Formerly First American Flood Data Services) 1999 - 2000
CoreLogic (Acquired Subsidiary - Pinnacle Management Solutions Insurance Services) 1998 - 1999
CoreLogic (Acquired Subsidiary - Pinnacle Flood Data Services) 1997 - 1999
World Savings January 1992 - January 1997
Skills
Customer Experience..., Marketing Communications, Client Relations Skills, Account Management, Customer Retention, Customer Service, Web Content, Creative Writing, Non-fiction, Event Planning, Customer Insight, Customer Satisfaction, Employee Relations, Editing, Proofreading, Copy Editing, Organizational..., Great Motivator, Thought Leadership, Professional Mentoring, Project Planning, Marketing Strategy, CRM, Management, Strategy
Education
San Francisco State University
Bachelor's Degree, Political Science and Government, Summa Cum Laude
University of Essex
Political Science and Government
Monica Ceja's New York Life Insurance Company Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Foresters May 2015 - Present
New York Life Insurance Company August 2014 - Present
Education
San Diego City College
Foresters May 2015 - Present
New York Life Insurance Company August 2014 - Present
Education
San Diego City College
April Fazio April Fazio's New York Life Insurance Company Experience January 2008 - February 2009
Job at Elevate Brands
Industry Consumer Goods
Experience
Elevate Brands May 2009 - September 2015
New York Life Insurance Company January 2008 - February 2009
Estee Lauder MAC December 2005 - December 2007
Skills
Marketing Strategy, Key Account..., Sales Process, New Business Development, Product Development, Sales Management, Creative Direction, Project Management, Product Design, Manage Client..., Retail Sales, Art Direction, Trade Shows, Order Management, Product Marketing, Creative Writing, Advertising, Recruiting, Business Travel, Makeup Artistry, Office Management, Brand Development, Managing Start-ups, Maintaining Strong..., New Vendor Development, Cosmetics, Brand Positioning..., Nonprofits, Product Placement, Public Relations, Leadership Development, Salesforce.com, MailChimp, Social Networking, Social Media Marketing, Lead Generation, Strategic Planning, Customer Satisfaction, Customer Support, Thinking Outside The Box, Eye for Details, Retail
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Women's Studies, Sociology
Elevate Brands May 2009 - September 2015
New York Life Insurance Company January 2008 - February 2009
Estee Lauder MAC December 2005 - December 2007
Skills
Marketing Strategy, Key Account..., Sales Process, New Business Development, Product Development, Sales Management, Creative Direction, Project Management, Product Design, Manage Client..., Retail Sales, Art Direction, Trade Shows, Order Management, Product Marketing, Creative Writing, Advertising, Recruiting, Business Travel, Makeup Artistry, Office Management, Brand Development, Managing Start-ups, Maintaining Strong..., New Vendor Development, Cosmetics, Brand Positioning..., Nonprofits, Product Placement, Public Relations, Leadership Development, Salesforce.com, MailChimp, Social Networking, Social Media Marketing, Lead Generation, Strategic Planning, Customer Satisfaction, Customer Support, Thinking Outside The Box, Eye for Details, Retail
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Women's Studies, Sociology
Bobby Naima Bobby Naima's New York Life Insurance Company Experience October 2008 - March 2009
Job Regional Account Representative at Callaway Golf
Industry Sports
Experience
Callaway Golf October 2014 - Present
Mohawk Industries August 2012 - October 2014
Andersen March 2010 - November 2012
ReThink Medical March 2009 - March 2010
New York Life Insurance Company October 2008 - March 2009
Skills
Sales Management, Sales Prospecting, Negotiation, Business Strategy, Sales Process, B2B Marketing Strategy, Microsoft Office, Building Strong..., Communication Skills, Cold Calling, Customer Service
Education
San Diego State University-California State University 2004 — 2008
Callaway Golf October 2014 - Present
Mohawk Industries August 2012 - October 2014
Andersen March 2010 - November 2012
ReThink Medical March 2009 - March 2010
New York Life Insurance Company October 2008 - March 2009
Skills
Sales Management, Sales Prospecting, Negotiation, Business Strategy, Sales Process, B2B Marketing Strategy, Microsoft Office, Building Strong..., Communication Skills, Cold Calling, Customer Service
Education
San Diego State University-California State University 2004 — 2008
Ken Wetta Ken Wetta's New York Life Insurance Company Experience February 2012 - September 2012
Job Estimator at Penske Automotive Group
Industry Automotive
Experience
Penske Automotive Group July 2013 - Present
Leif Johnson Superstore June 2012 - October 2012
New York Life Insurance Company February 2012 - September 2012
Rome's Pizza April 2007 - February 2012
Farmers Insurance January 2001 - November 2006
Skills
Vehicles, Customer Service, Negotiation, Insurance, Sales, Team Building, Sales Management, Leadership, Account Management
Education
Sam Houston State University 1998 — 2000
Bachelor of Arts (BA), Criminal Justice
Texas Military Institute 1990 — 1993
Penske Automotive Group July 2013 - Present
Leif Johnson Superstore June 2012 - October 2012
New York Life Insurance Company February 2012 - September 2012
Rome's Pizza April 2007 - February 2012
Farmers Insurance January 2001 - November 2006
Skills
Vehicles, Customer Service, Negotiation, Insurance, Sales, Team Building, Sales Management, Leadership, Account Management
Education
Sam Houston State University 1998 — 2000
Bachelor of Arts (BA), Criminal Justice
Texas Military Institute 1990 — 1993
Luke Forvilly's New York Life Insurance Company Experience September 2015 - Present
Job Sales Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2015 - Present
Mr. Nice Snow Removal Solutions September 2014 - March 2015
Elite Sports Network September 2014 - January 2015
Mr. Nice Christmas Tree Emporium September 2014 - December 2014
Lake Tahoe Community College January 2014 - June 2014
Round Hill Pines Beach June 1999 - October 2013
H2O Sports June 1999 - October 2013
Round Hill Rum Bar June 2007 - September 2013
Skills
Small Business, Marketing, Entrepreneurship, Leadership, Customer Service, Public Speaking, Hospitality, Strategic Planning, Creative Writing, Event Management, Team Building, Public Relations, Training, Restaurants, Cooking, Jazz Dance, Event Planning, Social Networking, Social Media, Social Media Marketing, Catering, Coaching, Sales, Marketing Strategy, Microsoft Office, Maintenance Management, Marine Operations, Bar Management, English grammar, Commercial Driving, Small Boat Operations, Sandwiches, Drinking Water, Alcoholic Beverages, Beer, Football, Leisure Travel, Adventure Travel, Girls Night, Camping, Due Diligence, Kicking Ass
Education
San Francisco State University 2011 — 2012
Master of Arts (MA), English/Language Arts Teacher Education
University of Nevada-Reno 2003 — 2006
Bachelor of Science (BS), Journalism, Minor - English Writing
Universidad del Vaís Vasco Campus Gipuzkoa
none, Spanish Language and Literature
New York Life Insurance Company September 2015 - Present
Mr. Nice Snow Removal Solutions September 2014 - March 2015
Elite Sports Network September 2014 - January 2015
Mr. Nice Christmas Tree Emporium September 2014 - December 2014
Lake Tahoe Community College January 2014 - June 2014
Round Hill Pines Beach June 1999 - October 2013
H2O Sports June 1999 - October 2013
Round Hill Rum Bar June 2007 - September 2013
Skills
Small Business, Marketing, Entrepreneurship, Leadership, Customer Service, Public Speaking, Hospitality, Strategic Planning, Creative Writing, Event Management, Team Building, Public Relations, Training, Restaurants, Cooking, Jazz Dance, Event Planning, Social Networking, Social Media, Social Media Marketing, Catering, Coaching, Sales, Marketing Strategy, Microsoft Office, Maintenance Management, Marine Operations, Bar Management, English grammar, Commercial Driving, Small Boat Operations, Sandwiches, Drinking Water, Alcoholic Beverages, Beer, Football, Leisure Travel, Adventure Travel, Girls Night, Camping, Due Diligence, Kicking Ass
Education
San Francisco State University 2011 — 2012
Master of Arts (MA), English/Language Arts Teacher Education
University of Nevada-Reno 2003 — 2006
Bachelor of Science (BS), Journalism, Minor - English Writing
Universidad del Vaís Vasco Campus Gipuzkoa
none, Spanish Language and Literature
Ricky Character Ricky Character's New York Life Insurance Company Experience April 2010 - June 2010
Job Account Executive at Ricoh Business Solutions
Industry Information Technology and Services
Experience
Ricoh Business Solutions December 2012 - Present
Mountain View Los Altos (MVLA) Soccer Club May 2012 - Present
Northwestern Mutual February 2011 - April 2012
Santa Clara University Men's Soccer Team June 2007 - August 2011
New York Life Insurance Company April 2010 - June 2010
Skills
Investments, Series 7, Mutual Funds, Cold Calling
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Santa Clara University
Bachelor of Science, Commerce; Finance
Christian Brothers High School 2002 — 2006
Ricoh Business Solutions December 2012 - Present
Mountain View Los Altos (MVLA) Soccer Club May 2012 - Present
Northwestern Mutual February 2011 - April 2012
Santa Clara University Men's Soccer Team June 2007 - August 2011
New York Life Insurance Company April 2010 - June 2010
Skills
Investments, Series 7, Mutual Funds, Cold Calling
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Santa Clara University
Bachelor of Science, Commerce; Finance
Christian Brothers High School 2002 — 2006
Carlos Palomo Carlos Palomo's New York Life Insurance Company Experience December 2010 - December 2014
Job
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - December 2014
Palomo & Associates, Inc. March 2004 - June 2010
Hewlett-Packard May 2001 - August 2002
hp 1990 - 2002
hewlett packard 1990 - 2002
KnowledgeTrack Corporation January 2000 - February 2001
Skills
Leadership, Sales, Marketing, Project Management, Strategy, Program Management, Analysis, Customer Service, Finance
Education
University of San Francisco 2009 — 2010
Master Certificate, Internet Marketing
San Jose State University 1995 — 1997
MBA, Business Administration
San Jose State University 1985 — 1990
BA, Psychology
New York Life Insurance Company December 2010 - December 2014
Palomo & Associates, Inc. March 2004 - June 2010
Hewlett-Packard May 2001 - August 2002
hp 1990 - 2002
hewlett packard 1990 - 2002
KnowledgeTrack Corporation January 2000 - February 2001
Skills
Leadership, Sales, Marketing, Project Management, Strategy, Program Management, Analysis, Customer Service, Finance
Education
University of San Francisco 2009 — 2010
Master Certificate, Internet Marketing
San Jose State University 1995 — 1997
MBA, Business Administration
San Jose State University 1985 — 1990
BA, Psychology
Chris Pekos's New York Life Insurance Company Experience
Job Financial Services Professional, LUTCF at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Customer Service, Retirement Planning, IRAs, Series 63, Retirement, Insurance, Mutual Funds, Leadership, Life Insurance, Financial Services, Long-term Care, Investments, Fixed Annuities
Education
San Diego State University-California State University 1998 — 2002
Bachelors
New York Life Insurance Company
Skills
Customer Service, Retirement Planning, IRAs, Series 63, Retirement, Insurance, Mutual Funds, Leadership, Life Insurance, Financial Services, Long-term Care, Investments, Fixed Annuities
Education
San Diego State University-California State University 1998 — 2002
Bachelors
Jack Quinnett Jack Quinnett's New York Life Insurance Company Experience June 1990 - January 1994
Job Small Business Marketing Coach, helping local business owners to get more online leads.
Industry Online Media
Experience
New Neighbors October 1999 - Present
New York Life Insurance Company June 1990 - January 1994
Farmers Insurance February 1985 - July 1989
Skills
Online Marketing, Email Marketing, Online Video Marketing, Small Business Marketing, Website Development, Mobile Marketing, Website Management, Online Lead Generation, Mobile Search, Marketing, Direct Sales, Social Media Marketing, Online Advertising, Webmaster Services
Education
San Joaquin Delta College 1976 — 1978
Associate in Arts, Natural Resources
Franklin Senior High School 1974 — 1976
New Neighbors October 1999 - Present
New York Life Insurance Company June 1990 - January 1994
Farmers Insurance February 1985 - July 1989
Skills
Online Marketing, Email Marketing, Online Video Marketing, Small Business Marketing, Website Development, Mobile Marketing, Website Management, Online Lead Generation, Mobile Search, Marketing, Direct Sales, Social Media Marketing, Online Advertising, Webmaster Services
Education
San Joaquin Delta College 1976 — 1978
Associate in Arts, Natural Resources
Franklin Senior High School 1974 — 1976
Art Wood Art Wood's New York Life Insurance Company Experience February 1970 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company February 1970 - Present
New York Life Insurance Company February 1970 - Present
Art Wood June 1963 - Present
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, CLTC, Licensed Life Insurance..., Gifting Strategies, Legacy Giving, Multi-generational..., Multi-generational..., Multi-tasking Skills, Long Term Care Insurance, Art, Bands, Disability Insurance, Ensemble, Finance, Fixed Annuities, Investments, Life Insurance, Long-term Care, Music, Music Education, Music Industry, Music Theory, Musical Theatre, Retirement Planning, Social Media, Strategic Financial...
Education
San Francisco State University 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government, Music
University of the Pacific 1963 — 1964
Music
New York Life Insurance Company February 1970 - Present
New York Life Insurance Company February 1970 - Present
Art Wood June 1963 - Present
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, CLTC, Licensed Life Insurance..., Gifting Strategies, Legacy Giving, Multi-generational..., Multi-generational..., Multi-tasking Skills, Long Term Care Insurance, Art, Bands, Disability Insurance, Ensemble, Finance, Fixed Annuities, Investments, Life Insurance, Long-term Care, Music, Music Education, Music Industry, Music Theory, Musical Theatre, Retirement Planning, Social Media, Strategic Financial...
Education
San Francisco State University 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government, Music
University of the Pacific 1963 — 1964
Music
Joaquin Duke Wilwayco Joaquin Duke Wilwayco's New York Life Insurance Company Experience 1991 - 1997
Job Independent Financial Services Professional
Industry Insurance
Experience
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
Jorge Rey-Prada's New York Life Insurance Company Experience January 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
WPCS International Incorporated - Suisun City Inc. May 2004 - June 2011
AMOCO COLOMBIA PETROLEUM COMPANY – Bogota & Opon Field January 1996 - January 1999
Skills
Operations Management, Project Management, Consultative Solutions, Needs Analysis, Team Leadership, Strategic Planning, Strategic Execution, Business Process..., Training, Vendor Relationships, Business Analysis, Process Analysis, Financial Analysis, Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Financial Services, Finance, Problem Solving, HR Consulting, Contract Management, Sales, Seminars, Business Planning, Friendly Personality, 401k Rollovers, Buy-sell Agreements, College Funding..., Pensions, Employee Benefits
Education
San Francisco State University 2001 — 2004
Master of Business Administration (MBA), Management, 3.75
Universidad Industrial de Santander 1991 — 1996
Petroleum Engineer, Bachelor of Science, (BS), 3.92
New York Life Insurance Company January 2013 - Present
WPCS International Incorporated - Suisun City Inc. May 2004 - June 2011
AMOCO COLOMBIA PETROLEUM COMPANY – Bogota & Opon Field January 1996 - January 1999
Skills
Operations Management, Project Management, Consultative Solutions, Needs Analysis, Team Leadership, Strategic Planning, Strategic Execution, Business Process..., Training, Vendor Relationships, Business Analysis, Process Analysis, Financial Analysis, Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Financial Services, Finance, Problem Solving, HR Consulting, Contract Management, Sales, Seminars, Business Planning, Friendly Personality, 401k Rollovers, Buy-sell Agreements, College Funding..., Pensions, Employee Benefits
Education
San Francisco State University 2001 — 2004
Master of Business Administration (MBA), Management, 3.75
Universidad Industrial de Santander 1991 — 1996
Petroleum Engineer, Bachelor of Science, (BS), 3.92
Dow Tunis [LION][Toplinked.com]'s New York Life Insurance Company Experience July 2009 - July 2009
Job
Industry Food & Beverages
Experience
Drakes Brewing Company 2009 - Present
New York Life Insurance Company July 2009 - July 2009
Wells Fargo Home Mortgage August 2006 - September 2008
Wells Fargo Home Mortgage October 2004 - August 2006
NovaStar Home Mortgage/CityCal Mortgage January 2004 - October 2004
J & R Martin/20 Tank Brewery March 1996 - January 2004
Marriott International June 1986 - March 1996
Skills
Leadership, Sales, Recruiting, Business Development, Training, Management, Loans, New Business Development, Customer Service, Operations Management, Employee Training, Business Planning, Sales Management, Credit
Education
San Francisco State University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Drakes Brewing Company 2009 - Present
New York Life Insurance Company July 2009 - July 2009
Wells Fargo Home Mortgage August 2006 - September 2008
Wells Fargo Home Mortgage October 2004 - August 2006
NovaStar Home Mortgage/CityCal Mortgage January 2004 - October 2004
J & R Martin/20 Tank Brewery March 1996 - January 2004
Marriott International June 1986 - March 1996
Skills
Leadership, Sales, Recruiting, Business Development, Training, Management, Loans, New Business Development, Customer Service, Operations Management, Employee Training, Business Planning, Sales Management, Credit
Education
San Francisco State University 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Margaret Boswell's New York Life Insurance Company Experience December 2001 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Houston ISD January 1987 - June 1998
River Oaks Bank June 1985 - September 1987
Skills
Leadership, Business Analysis, Marketing Strategy, Sales, Project Management, Business Exit Strategy, Financial Services, Small Business, Social Media, Program Management, Life Insurance, Retirement Planning
Education
Sam Houston State University 1993 — 2000
Master of Fine Arts (MFA), Painting
University of Houston 1989 — 1991
Bachelor of Fine Arts (BFA), Painting, A
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Houston ISD January 1987 - June 1998
River Oaks Bank June 1985 - September 1987
Skills
Leadership, Business Analysis, Marketing Strategy, Sales, Project Management, Business Exit Strategy, Financial Services, Small Business, Social Media, Program Management, Life Insurance, Retirement Planning
Education
Sam Houston State University 1993 — 2000
Master of Fine Arts (MFA), Painting
University of Houston 1989 — 1991
Bachelor of Fine Arts (BFA), Painting, A
Thomas Salinas's New York Life Insurance Company Experience March 2004 - December 2004
Job Sales Enablement Program Manager at Hewlett Packard Enterprise
Industry Computer Networking
Experience
Hewlett Packard Enterprise June 2015 - Present
Juniper Networks September 2014 - May 2015
Juniper Networks September 2009 - August 2014
Juniper Networks August 2008 - August 2009
Magma Design Automation November 2005 - May 2008
Coldwell Banker 2007 - 2008
Altera Corp. January 2005 - December 2005
New York Life Insurance Company March 2004 - December 2004
KLA-Tencor Corp. June 2000 - February 2004
Seiko 1997 - 2000
Skills
Messaging, Collateral, Public Relations, Editing, Product Marketing, Salesforce.com, Marketing, Marketing Strategy, Sales, Content Management, Networking, Technical Writing, Product Launch, Product Management, Cross-functional Team..., Go-to-market Strategy, Press Releases, Cloud Computing, Strategic Partnerships, Sales Enablement
Education
Univ of Phoenix (MBA) 2003 — 2005
Master of Business Administration (M.B.A.), Global Business
San Diego State University-California State University
Bachelor of Arts (B.A.), Journalism
Hewlett Packard Enterprise June 2015 - Present
Juniper Networks September 2014 - May 2015
Juniper Networks September 2009 - August 2014
Juniper Networks August 2008 - August 2009
Magma Design Automation November 2005 - May 2008
Coldwell Banker 2007 - 2008
Altera Corp. January 2005 - December 2005
New York Life Insurance Company March 2004 - December 2004
KLA-Tencor Corp. June 2000 - February 2004
Seiko 1997 - 2000
Skills
Messaging, Collateral, Public Relations, Editing, Product Marketing, Salesforce.com, Marketing, Marketing Strategy, Sales, Content Management, Networking, Technical Writing, Product Launch, Product Management, Cross-functional Team..., Go-to-market Strategy, Press Releases, Cloud Computing, Strategic Partnerships, Sales Enablement
Education
Univ of Phoenix (MBA) 2003 — 2005
Master of Business Administration (M.B.A.), Global Business
San Diego State University-California State University
Bachelor of Arts (B.A.), Journalism
Ellis Paz's New York Life Insurance Company Experience September 2011 - July 2013
Job Qualified Field Director at Premier Financial Alliace
Industry Financial Services
Experience
Premier Financial Alliace August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
Columbus Foods December 2008 - June 2010
RREEF September 1993 - July 2008
Skills
Project Management, Customer Service, Management, Strategic Planning, Sales, Team Building, Microsoft Office, Leadership, Financial Analysis, Business Development, Team Leadership
Education
San Jose State University 1977 — 1980
Premier Financial Alliace August 2013 - Present
New York Life Insurance Company September 2011 - July 2013
Columbus Foods December 2008 - June 2010
RREEF September 1993 - July 2008
Skills
Project Management, Customer Service, Management, Strategic Planning, Sales, Team Building, Microsoft Office, Leadership, Financial Analysis, Business Development, Team Leadership
Education
San Jose State University 1977 — 1980
Todd Norris's New York Life Insurance Company Experience November 2009 - Present
Job Underwriting Manager at New York Life
Industry Financial Services
Experience
New York Life Insurance Company November 2009 - Present
AutoTrader.com July 2008 - June 2009
HSBC February 2001 - May 2008
HSBC Auto Finance 2001 - 2008
Consumer Portfolio Services August 1996 - February 2001
Education
San Jose State University 1999 — 2002
New York Life Insurance Company November 2009 - Present
AutoTrader.com July 2008 - June 2009
HSBC February 2001 - May 2008
HSBC Auto Finance 2001 - 2008
Consumer Portfolio Services August 1996 - February 2001
Education
San Jose State University 1999 — 2002
Chris Gilbertson's New York Life Insurance Company Experience August 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Addaday, LLC January 2014 - April 2014
LA Marathon 2014 - 2014
Ollie & Rae Coffee Company June 2012 - August 2013
UPS November 2005 - August 2013
Film and Television Industry August 2000 - May 2012
Continental Airlines May 1998 - August 2000
Hope Chapel Kaneohe December 1995 - May 1998
United States Marine Corps May 1991 - May 1995
Skills
Sales, Asset Protection, Leadership, Account Management, Small Business, Life Insurance, Personal Finance, Public Speaking, Time Management, Insurance, Retirement Planning, Risk Management, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Long-term Customer..., 401k Rollovers, Networking, Permanent Life Insurance, Term Life Insurance, Writing, Wealth Preservation..., Gifting Strategies, Multi-generational..., Multi-generational..., Key Person Insurance, Seminar Marketing, Buy-sell Agreements, Annuity Sales, Lifetime Income..., IRA Rollovers, Education Funding..., Retirement, Finance, Public Relations, Investments
Education
Santa Monica College
Business Administration and Management, General, Freshman
University of Alaska Anchorage 1990 — 1990
Liberal Arts and Sciences, General Studies and Humanities
Grace Christian School 1987 — 1989
High School Diploma
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Addaday, LLC January 2014 - April 2014
LA Marathon 2014 - 2014
Ollie & Rae Coffee Company June 2012 - August 2013
UPS November 2005 - August 2013
Film and Television Industry August 2000 - May 2012
Continental Airlines May 1998 - August 2000
Hope Chapel Kaneohe December 1995 - May 1998
United States Marine Corps May 1991 - May 1995
Skills
Sales, Asset Protection, Leadership, Account Management, Small Business, Life Insurance, Personal Finance, Public Speaking, Time Management, Insurance, Retirement Planning, Risk Management, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Long-term Customer..., 401k Rollovers, Networking, Permanent Life Insurance, Term Life Insurance, Writing, Wealth Preservation..., Gifting Strategies, Multi-generational..., Multi-generational..., Key Person Insurance, Seminar Marketing, Buy-sell Agreements, Annuity Sales, Lifetime Income..., IRA Rollovers, Education Funding..., Retirement, Finance, Public Relations, Investments
Education
Santa Monica College
Business Administration and Management, General, Freshman
University of Alaska Anchorage 1990 — 1990
Liberal Arts and Sciences, General Studies and Humanities
Grace Christian School 1987 — 1989
High School Diploma
Lisa McCurry's New York Life Insurance Company Experience August 2003 - February 2010
Job Insurance Agent
Industry Insurance
Experience
American General Life & Accident October 2010 - Present
McCurry Insurance Agency LLC December 2006 - Present
New York Life Insurance Company August 2003 - February 2010
AT&T September 2000 - October 2002
Leggs Pantyhose April 1981 - October 1999
Education
Sam Houston State University 1976 — 1980
BA
American General Life & Accident October 2010 - Present
McCurry Insurance Agency LLC December 2006 - Present
New York Life Insurance Company August 2003 - February 2010
AT&T September 2000 - October 2002
Leggs Pantyhose April 1981 - October 1999
Education
Sam Houston State University 1976 — 1980
BA
Pei-Chung Lu's New York Life Insurance Company Experience December 2002 - Present
Job Financial Service Profossional at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2002 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Legacies Planning, Licensed In Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Protection planning /..., Risk Management, Wealth Preservation..., Wealth Transfer...
Education
San Francisco State University 1994 — 1997
Master's degree, Finance, General
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2002 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Legacies Planning, Licensed In Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Protection planning /..., Risk Management, Wealth Preservation..., Wealth Transfer...
Education
San Francisco State University 1994 — 1997
Master's degree, Finance, General
Karen Corrow's New York Life Insurance Company Experience September 1992 - August 1997
Job Insurance Professional
Industry Insurance
Experience
Phoenix Life Insurance Company April 2008 - August 2008
Phoenix Life Insurance Company September 2003 - April 2008
David Boynton & Troy Wirth June 2000 - September 2003
Rasmussen Financial & Insurance Services August 1997 - June 2000
New York Life Insurance Company September 1992 - August 1997
New Hope Medical Weight July 1991 - August 1992
Education
Santa Ana College 1991 — 1992
General Education
Rancho Santiago College/Fullerton College
Phoenix Life Insurance Company April 2008 - August 2008
Phoenix Life Insurance Company September 2003 - April 2008
David Boynton & Troy Wirth June 2000 - September 2003
Rasmussen Financial & Insurance Services August 1997 - June 2000
New York Life Insurance Company September 1992 - August 1997
New Hope Medical Weight July 1991 - August 1992
Education
Santa Ana College 1991 — 1992
General Education
Rancho Santiago College/Fullerton College
Mark Emmet's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Insurance
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
B&R Driving School July 2013 - January 2015
Boise State University August 2010 - June 2011
Western Washington University January 2004 - August 2008
Western Washington University January 2004 - March 2006
Seattle Public Schools September 1986 - April 2004
University of Washington June 2002 - July 2003
Skills
Life Insurance, Term Life Insurance, 401(k) Rollovers, Estate Planning, Succession Planning
Education
Western Washington University 2008 — 2010
Science Education
University of Washington 1998 — 2000
Physics Education
University of Washington 1982 — 1984
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Western Washington University 1981 — 1982
Undergraduate Studies
San Diego Mesa College 1977 — 1979
General Studies
Mission Bay High School 1972 — 1975
High School Diploma
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
B&R Driving School July 2013 - January 2015
Boise State University August 2010 - June 2011
Western Washington University January 2004 - August 2008
Western Washington University January 2004 - March 2006
Seattle Public Schools September 1986 - April 2004
University of Washington June 2002 - July 2003
Skills
Life Insurance, Term Life Insurance, 401(k) Rollovers, Estate Planning, Succession Planning
Education
Western Washington University 2008 — 2010
Science Education
University of Washington 1998 — 2000
Physics Education
University of Washington 1982 — 1984
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Western Washington University 1981 — 1982
Undergraduate Studies
San Diego Mesa College 1977 — 1979
General Studies
Mission Bay High School 1972 — 1975
High School Diploma
Tobias M. Mendelson's New York Life Insurance Company Experience Advanced Sales ExecutiveCanada Life Assurance CompanyJanuary 1998 - April 1999
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company Advanced Sales ExecutiveCanada Life Assurance CompanyJanuary 1998 - April 1999
MetLife August 1988 - January 1998
Law Offices of Tobias M. Mendelson June 1984 - August 1988
Education
Samford University, Cumberland School of Law 1980 — 1983
J.D., law
University of Florida 1975 — 1980
BSBA, Finance
New York Life Insurance Company Advanced Sales ExecutiveCanada Life Assurance CompanyJanuary 1998 - April 1999
MetLife August 1988 - January 1998
Law Offices of Tobias M. Mendelson June 1984 - August 1988
Education
Samford University, Cumberland School of Law 1980 — 1983
J.D., law
University of Florida 1975 — 1980
BSBA, Finance
Stacy Diep's New York Life Insurance Company Experience 1997 - 1998
Job Business Banking Officer,VP at First Bank
Industry Banking
Experience
First Bank August 2006 - Present
First National Bank of Northern California 2002 - 2006
Wells Fargo 1998 - 2002
New York Life Insurance Company 1997 - 1998
Skills
Mortgage Lending, Small Business Lending, Commercial Banking, Loans, Banking, Commercial Lending, Credit, Consumer Lending, Credit Analysis, Lines Of Credit, Commercial Mortgages, Retail Banking, Portfolio Management, Financial Analysis, Loan Origination, Mortgage Banking, Underwriting, Customer Service, Risk Management, Management, Finance, Financial Services
Education
San Francisco State University 1992 — 1996
Bachelor of Science, Business Management
First Bank August 2006 - Present
First National Bank of Northern California 2002 - 2006
Wells Fargo 1998 - 2002
New York Life Insurance Company 1997 - 1998
Skills
Mortgage Lending, Small Business Lending, Commercial Banking, Loans, Banking, Commercial Lending, Credit, Consumer Lending, Credit Analysis, Lines Of Credit, Commercial Mortgages, Retail Banking, Portfolio Management, Financial Analysis, Loan Origination, Mortgage Banking, Underwriting, Customer Service, Risk Management, Management, Finance, Financial Services
Education
San Francisco State University 1992 — 1996
Bachelor of Science, Business Management
Ryan Hampton's New York Life Insurance Company Experience July 2012 - October 2012
Job MultiLine Representative/Agent Aspirant at Caroline Dorris State Farm Agency
Industry Higher Education
Experience
Caroline Dorris State Farm Agency October 2014 - Present
Joe Dorris State Farm Agency February 2013 - October 2014
Trustway October 2012 - February 2013
New York Life Insurance Company July 2012 - October 2012
Various State Farm Agents February 2012 - August 2012
Samford University August 2008 - June 2012
Samford Crimson August 2010 - May 2012
Public Affairs Research Council of Alabama (PARCA) May 2011 - July 2011
Chick-fil-A January 2008 - January 2011
George Tisdale Dermatology Office January 2010 - May 2010
Skills
Property and Casualty..., life and health..., long-term care insurance, umbrella liability..., business insurance, Insurance, Customer Service, finance, Economics, Risk Management, Writing, Strategic Financial..., Microsoft Office, Public Speaking, Social Media, Social Networking, Radio, Cold Callilng, Tutoring, Quantitative Research, Small Business, Blogging, Sales Management, Marketing, Infinite Banking...
Education
Samford University 2008 — 2012
Bachelor of Arts (BA), Communication Studies
Heritage Academy (Homeschool) 2001 — 2008
High School, College Preporatory High School Diploma
Jefferson State Community College
Caroline Dorris State Farm Agency October 2014 - Present
Joe Dorris State Farm Agency February 2013 - October 2014
Trustway October 2012 - February 2013
New York Life Insurance Company July 2012 - October 2012
Various State Farm Agents February 2012 - August 2012
Samford University August 2008 - June 2012
Samford Crimson August 2010 - May 2012
Public Affairs Research Council of Alabama (PARCA) May 2011 - July 2011
Chick-fil-A January 2008 - January 2011
George Tisdale Dermatology Office January 2010 - May 2010
Skills
Property and Casualty..., life and health..., long-term care insurance, umbrella liability..., business insurance, Insurance, Customer Service, finance, Economics, Risk Management, Writing, Strategic Financial..., Microsoft Office, Public Speaking, Social Media, Social Networking, Radio, Cold Callilng, Tutoring, Quantitative Research, Small Business, Blogging, Sales Management, Marketing, Infinite Banking...
Education
Samford University 2008 — 2012
Bachelor of Arts (BA), Communication Studies
Heritage Academy (Homeschool) 2001 — 2008
High School, College Preporatory High School Diploma
Jefferson State Community College
Derek Almada's New York Life Insurance Company Experience October 2009 - August 2011
Job Promoting products and services to meet customer needs while increasing corporate revenue.
Industry Medical Devices
Experience
Jon-Don September 2014 - Present
Seattle Sutton's Healthy Eating January 2013 - September 2014
MedGyn Products, Inc. February 2014 - August 2014
UHES Employers Association December 2012 - September 2013
New York Life Insurance Company October 2009 - August 2011
Chicago Mercantile Exchange July 1997 - November 2009
S&P Pit, Chicago Mercantile Exchange January 1997 - January 2009
Eurodollar Futures "Local" Pit Traders January 1995 - January 1997
Concordia University January 1994 - January 1997
Skills
Investments, Employee Benefits, Strategy, Coaching, Sales, 401k, Health Insurance, Equity Trading, Investment Management, Consulting, Trading, Team Building, Hunting, Peer Mentoring, youth mentoring, Problem Solving, compliance, Health and fitness, Lifestyle Coaching, Agent of change, Public Speaking, Personal Development, Blogging, Direct Sales, Whole Life, Youth Mentoring
Education
University of Illinois at Chicago 1994 — 1995
Bachelor's, Business
Sam Houston State University 1992 — 1994
Morton Jr. College 1990 — 1992
Associates, Liberal Arts
Jon-Don September 2014 - Present
Seattle Sutton's Healthy Eating January 2013 - September 2014
MedGyn Products, Inc. February 2014 - August 2014
UHES Employers Association December 2012 - September 2013
New York Life Insurance Company October 2009 - August 2011
Chicago Mercantile Exchange July 1997 - November 2009
S&P Pit, Chicago Mercantile Exchange January 1997 - January 2009
Eurodollar Futures "Local" Pit Traders January 1995 - January 1997
Concordia University January 1994 - January 1997
Skills
Investments, Employee Benefits, Strategy, Coaching, Sales, 401k, Health Insurance, Equity Trading, Investment Management, Consulting, Trading, Team Building, Hunting, Peer Mentoring, youth mentoring, Problem Solving, compliance, Health and fitness, Lifestyle Coaching, Agent of change, Public Speaking, Personal Development, Blogging, Direct Sales, Whole Life, Youth Mentoring
Education
University of Illinois at Chicago 1994 — 1995
Bachelor's, Business
Sam Houston State University 1992 — 1994
Morton Jr. College 1990 — 1992
Associates, Liberal Arts
Reine Garcia-Castellanos's New York Life Insurance Company Experience March 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
AT&T 1999 - 2009
Education
San Jose State University
New York Life Insurance Company March 2011 - Present
AT&T 1999 - 2009
Education
San Jose State University
Cindy Tang's New York Life Insurance Company Experience September 1997 - April 2004
Job Agency Director at AIG Financial Network
Industry Insurance
Experience
AIG Financial Network October 2014 - Present
Calstar Insurance Services April 2014 - September 2014
AIG Financial Network (AGLA is part of AIG) April 2004 - April 2014
New York Life Insurance Company September 1997 - April 2004
Kemper Insurance Company April 1995 - September 1997
CNA Insurance Company August 1985 - May 1995
Rathbone King and Seeley October 1979 - August 1985
Travelers Insurance Company September 1978 - November 1979
Skills
Commercial Insurance, Customer Service, Property & Casualty..., Sales Management, Sales, Fixed Annuities, Strategic Planning, Marketing, Microsoft Word, Account Management, Insurance, Customer Service..., Marketing Strategy, Product Marketing, Employee Training, Property, Life Insurance, Long-term Care, Health Insurance, Term Life Insurance, Retirement Planning, Retirement, Long Term Care Insurance, Whole Life, Series 6, Underwriting, IRAs, Series 63, Strategic Financial..., Brokers, Estate Planning, Wealth Management, Universal Life, General Insurance, Recruiting, Disability Insurance, Critical Illness, Liability, Commercial Lines, Risk Management
Education
San Francisco State University
Santa Rosa High School / St. Stephen's Girls College Hong Kong
AIG Financial Network October 2014 - Present
Calstar Insurance Services April 2014 - September 2014
AIG Financial Network (AGLA is part of AIG) April 2004 - April 2014
New York Life Insurance Company September 1997 - April 2004
Kemper Insurance Company April 1995 - September 1997
CNA Insurance Company August 1985 - May 1995
Rathbone King and Seeley October 1979 - August 1985
Travelers Insurance Company September 1978 - November 1979
Skills
Commercial Insurance, Customer Service, Property & Casualty..., Sales Management, Sales, Fixed Annuities, Strategic Planning, Marketing, Microsoft Word, Account Management, Insurance, Customer Service..., Marketing Strategy, Product Marketing, Employee Training, Property, Life Insurance, Long-term Care, Health Insurance, Term Life Insurance, Retirement Planning, Retirement, Long Term Care Insurance, Whole Life, Series 6, Underwriting, IRAs, Series 63, Strategic Financial..., Brokers, Estate Planning, Wealth Management, Universal Life, General Insurance, Recruiting, Disability Insurance, Critical Illness, Liability, Commercial Lines, Risk Management
Education
San Francisco State University
Santa Rosa High School / St. Stephen's Girls College Hong Kong
Cynthia Doan's New York Life Insurance Company Experience August 2013 - November 2013
Job Chief Administrator for MolyWorks Materials Corporation
Industry Mining & Metals
Experience
MolyWorks Materials Corporation July 2015 - Present
Petal Events March 2013 - Present
New York Life Insurance Company August 2013 - November 2013
Grace Semiconductor Manufacturing Corporation January 2009 - May 2010
Skills
Product Marketing, Outlook, Marketing Communications, Market Research, Microsoft Excel, Microsoft Office, Project Management, Time Management, Marketing, Recruiting, Marketing Strategy
Education
San Jose State University 2005 — 2009
Business Adminstration, Marketing
MolyWorks Materials Corporation July 2015 - Present
Petal Events March 2013 - Present
New York Life Insurance Company August 2013 - November 2013
Grace Semiconductor Manufacturing Corporation January 2009 - May 2010
Skills
Product Marketing, Outlook, Marketing Communications, Market Research, Microsoft Excel, Microsoft Office, Project Management, Time Management, Marketing, Recruiting, Marketing Strategy
Education
San Jose State University 2005 — 2009
Business Adminstration, Marketing
Cherie Sekulich's New York Life Insurance Company Experience December 2000 - December 2005
Job Transportation Security Officer at Covenant Aviation Security
Industry Security and Investigations
Experience
Covenant Aviation Security June 2011 - Present
Target May 2010 - June 2011
Terminix International July 2006 - December 2008
Safeway December 2005 - July 2006
New York Life Insurance Company December 2000 - December 2005
United Airlines August 1999 - December 2000
Mollie Stones November 1998 - August 1999
American Airlines November 1996 - November 1998
Skills
Access, Customer Service, Data Entry, Insurance, Outlook, Time Management, Human Resources, Management, Microsoft Word, PowerPoint, Program Management, Sales, Teamwork, Training
Education
San Francisco State University 2006 — 2008
Bachelor of Arts degree, Liberal Arts
Skyline College 1993 — 2006
Associate of Arts Degree, Liberal Studies
Burlingame High 1989 — 1993
Diploma, 4 yrs of General Education
Covenant Aviation Security June 2011 - Present
Target May 2010 - June 2011
Terminix International July 2006 - December 2008
Safeway December 2005 - July 2006
New York Life Insurance Company December 2000 - December 2005
United Airlines August 1999 - December 2000
Mollie Stones November 1998 - August 1999
American Airlines November 1996 - November 1998
Skills
Access, Customer Service, Data Entry, Insurance, Outlook, Time Management, Human Resources, Management, Microsoft Word, PowerPoint, Program Management, Sales, Teamwork, Training
Education
San Francisco State University 2006 — 2008
Bachelor of Arts degree, Liberal Arts
Skyline College 1993 — 2006
Associate of Arts Degree, Liberal Studies
Burlingame High 1989 — 1993
Diploma, 4 yrs of General Education
Joel Candib, CLU, ChFC, CPA's New York Life Insurance Company Experience May 1993 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 1993 - Present
Joel J Candib, CPA January 1983 - May 1993
Education
San Diego State University-California State University 1974 — 1976
B.S., Accounting
New York Life Insurance Company May 1993 - Present
Joel J Candib, CPA January 1983 - May 1993
Education
San Diego State University-California State University 1974 — 1976
B.S., Accounting
Sean Burns's New York Life Insurance Company Experience October 1989 - June 2000
Job Senior Sales VP at Quality Quote Insurance Solutions
Industry Insurance
Experience
Quality Quote Insurance Solutions September 2015 - Present
AAA NCNU 2012 - Present
AAA NCNU November 2008 - August 2015
Strada Collective August 2007 - November 2008
AthletiShare 2007 - 2008
Vision Properties, LLC 2003 - 2008
New York Life Insurance Company October 1989 - June 2000
NAIFA Silicon Valley 1989 - 1997
Skills
Insurance, Annuities, Fixed Annuities, Retirement Planning, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Strategic Planning, Insurance Planning, Financial Planners, Investments, Property & Casualty..., Estate Planning, Life Insurance, Strategic Financial..., Financial Services, Financial Planning, Sales
Education
The American College 1987 — 1990
LUTCF, Business Insurance, Personal Insurance, Financial Services
San Jose State University 1976 — 1980
Broadcasting and Film
So. City High
Quality Quote Insurance Solutions September 2015 - Present
AAA NCNU 2012 - Present
AAA NCNU November 2008 - August 2015
Strada Collective August 2007 - November 2008
AthletiShare 2007 - 2008
Vision Properties, LLC 2003 - 2008
New York Life Insurance Company October 1989 - June 2000
NAIFA Silicon Valley 1989 - 1997
Skills
Insurance, Annuities, Fixed Annuities, Retirement Planning, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Strategic Planning, Insurance Planning, Financial Planners, Investments, Property & Casualty..., Estate Planning, Life Insurance, Strategic Financial..., Financial Services, Financial Planning, Sales
Education
The American College 1987 — 1990
LUTCF, Business Insurance, Personal Insurance, Financial Services
San Jose State University 1976 — 1980
Broadcasting and Film
So. City High
Susan Norton, CLTC's New York Life Insurance Company Experience April 2011 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
Mass Mutual Financial Group April 2010 - March 2011
WIFS 2005 - 2011
New York Life 2005 - 2010
Education
Salve Regina University 1991 — 1993
BA, Microbiology/Biochemistry
Whittier College 1987 — 1990
Biology
Coronado High School 1983 — 1987
New York Life Insurance Company April 2011 - Present
Mass Mutual Financial Group April 2010 - March 2011
WIFS 2005 - 2011
New York Life 2005 - 2010
Education
Salve Regina University 1991 — 1993
BA, Microbiology/Biochemistry
Whittier College 1987 — 1990
Biology
Coronado High School 1983 — 1987
Thomas TJ Johnson's New York Life Insurance Company Experience January 2010 - October 2014
Job Associate Vice President of Group Services at C4 Benefits Group
Industry Financial Services
Experience
C4 Benefits Group October 2014 - Present
THP Insurance and Financial Strategies November 2013 - October 2014
New York Life Insurance Company January 2010 - October 2014
Skills
Long Term Care Insurance, IRAs, Key Person Protection, Guaranteed Lifetime..., College Savings Plans, Life Insurance, Disability Insurance, Wealth Accumulation, Health Insurance, Retirement Planning, Retirement, Buy-sell Agreements, Term Life Insurance, Long-term Care, Variable Annuities, 401k Rollovers, Mutual Funds, Insurance, Customer Service
Education
San Diego State University-California State University 1986 — 1991
Health Sciences/nutrition
Berkeley High School 1983 — 1986
Druid Hills High School 1982 — 1983
C4 Benefits Group October 2014 - Present
THP Insurance and Financial Strategies November 2013 - October 2014
New York Life Insurance Company January 2010 - October 2014
Skills
Long Term Care Insurance, IRAs, Key Person Protection, Guaranteed Lifetime..., College Savings Plans, Life Insurance, Disability Insurance, Wealth Accumulation, Health Insurance, Retirement Planning, Retirement, Buy-sell Agreements, Term Life Insurance, Long-term Care, Variable Annuities, 401k Rollovers, Mutual Funds, Insurance, Customer Service
Education
San Diego State University-California State University 1986 — 1991
Health Sciences/nutrition
Berkeley High School 1983 — 1986
Druid Hills High School 1982 — 1983
carissa susanto's New York Life Insurance Company Experience August 2010 - August 2011
Job Senior Marketing Executive at Terralink Property
Industry Financial Services
Experience
Terralink Property October 2013 - Present
PT Leads Property Services Indonesia May 2012 - October 2013
New York Life Insurance Company August 2010 - August 2011
Education
San Jose State University 2008 — 2010
Corporate Finance
Terralink Property October 2013 - Present
PT Leads Property Services Indonesia May 2012 - October 2013
New York Life Insurance Company August 2010 - August 2011
Education
San Jose State University 2008 — 2010
Corporate Finance
Leah Perri's New York Life Insurance Company Experience June 2013 - Present
Job Agent at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company June 2013 - Present
BancWest Investment Services December 2007 - January 2013
Solomon Smith Barney April 2002 - May 2003
Skills
Retirement Planning, Wealth Preservation...
Education
San Jose State University 2003 — 2005
Bacehlors Degree, Business Administration and Management, General
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company June 2013 - Present
BancWest Investment Services December 2007 - January 2013
Solomon Smith Barney April 2002 - May 2003
Skills
Retirement Planning, Wealth Preservation...
Education
San Jose State University 2003 — 2005
Bacehlors Degree, Business Administration and Management, General
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Glenda Labata's New York Life Insurance Company Experience
Job Accounts Payable
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Life Insurance, Fixed Annuities
Education
San Francisco State University
New York Life Insurance Company
Skills
Life Insurance, Fixed Annuities
Education
San Francisco State University
Juan A. (Johnny) Hernandez's New York Life Insurance Company Experience January 2012 - May 2012
Job Account Executive, Licensed Insurance Agent
Industry Wholesale
Experience
New York Life Insurance Company January 2012 - May 2012
Mark's Plumbing Parts July 1997 - November 2010
Noland Company/Mars Plumbing Supply, Inc. May 1980 - July 1997
Meyer Supply Company December 1978 - March 1980
Skills
Microsoft Office, Typing (30 wpm), Inventory Management, Negotiation, Customer Service, Purchasing, Excel, Retail, Strategic Planning, Product Development, Word, Merchandising, Sales Management, PowerPoint, Wholesale, Problem Solving, Forecasting, Contract Negotiation, Account Management, Windows, Pricing, Research, Warehousing, Procurement, Planning, Team Building, Analysis, Materials Management, Receiving, Shipping, Profit, Vendor Relations, Customer Satisfaction, Logistics, Inventory Control, Sales Operations, Life Insurance, Long-term Care, Business Ethics, Licensed Life Insurance...
Education
San Antonio College 2011 — 2011
Certificate, Business Office Technology Application
Harlandale High School 1973 — 1977
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.0
New York Life Insurance Company January 2012 - May 2012
Mark's Plumbing Parts July 1997 - November 2010
Noland Company/Mars Plumbing Supply, Inc. May 1980 - July 1997
Meyer Supply Company December 1978 - March 1980
Skills
Microsoft Office, Typing (30 wpm), Inventory Management, Negotiation, Customer Service, Purchasing, Excel, Retail, Strategic Planning, Product Development, Word, Merchandising, Sales Management, PowerPoint, Wholesale, Problem Solving, Forecasting, Contract Negotiation, Account Management, Windows, Pricing, Research, Warehousing, Procurement, Planning, Team Building, Analysis, Materials Management, Receiving, Shipping, Profit, Vendor Relations, Customer Satisfaction, Logistics, Inventory Control, Sales Operations, Life Insurance, Long-term Care, Business Ethics, Licensed Life Insurance...
Education
San Antonio College 2011 — 2011
Certificate, Business Office Technology Application
Harlandale High School 1973 — 1977
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.0
Laura Brodsky's New York Life Insurance Company Experience June 1980 - June 2011
Job Artist
Industry Arts and Crafts
Experience
New York Life Insurance Company June 1980 - June 2011
Education
San Francisco State University
Bachelor of Arts, Psychology
New York Life Insurance Company June 1980 - June 2011
Education
San Francisco State University
Bachelor of Arts, Psychology
Shirley Sanders's New York Life Insurance Company Experience January 2015 - Present
Job Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Gary L. Sanders Insurance 2003 - 2012
Cypress-Fairbanks ISD 2001 - 2003
Skills
Insurance, Property & Casualty..., General Insurance
Education
Sam Houston State University
Business
New York Life Insurance Company January 2015 - Present
Gary L. Sanders Insurance 2003 - 2012
Cypress-Fairbanks ISD 2001 - 2003
Skills
Insurance, Property & Casualty..., General Insurance
Education
Sam Houston State University
Business
Jeffrey Beckwith's New York Life Insurance Company Experience December 2005 - May 2007
Job
Industry Oil & Energy
Experience
Gyrodata Incorporated February 2012 - August 2013
Weatherford July 2007 - February 2012
New York Life Insurance Company December 2005 - May 2007
US Army August 1999 - November 2005
US Army July 1996 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Industrial Safety, Process Safety, Workplace Safety, Fire Safety, Employee Training, Training & Development, Training Delivery, Oil & Gas, Oil & Gas Exploration, Downstream Oil & Gas, SafelandUSA, OSHA 511, Confined Space Rescue, Workers Compensation, Industrial Hygiene, Emergency Management, Hazard Communications, Hazard Mitigation, Risk Management, Fleet Management, OSHA 30-Hour, Spill Prevention, Emergency Spill Response, Ergonomics, Accident Investigation, Lock Out Tag Out, HAZWOPER, Fall Prevention, Radiation Safety, Records Management, Operational Cost..., Environmental..., Personal Protective..., Decontamination..., Risk Assessment and..., Public Health Emergency..., Explosives Safety, Instructor-led Training, Research, Field Service..., Wireline, Direct Sales
Education
San Juan College 2014 — 2016
Associate of Applied Science, Industrial Process Operator Program, 3.5
San Juan College 2013 — 2015
Associates of Applied Science, Occupational Safety and Health Technology/Technician, 3.5
San Juan College 2013 — 2015
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.5
Gyrodata Incorporated February 2012 - August 2013
Weatherford July 2007 - February 2012
New York Life Insurance Company December 2005 - May 2007
US Army August 1999 - November 2005
US Army July 1996 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Industrial Safety, Process Safety, Workplace Safety, Fire Safety, Employee Training, Training & Development, Training Delivery, Oil & Gas, Oil & Gas Exploration, Downstream Oil & Gas, SafelandUSA, OSHA 511, Confined Space Rescue, Workers Compensation, Industrial Hygiene, Emergency Management, Hazard Communications, Hazard Mitigation, Risk Management, Fleet Management, OSHA 30-Hour, Spill Prevention, Emergency Spill Response, Ergonomics, Accident Investigation, Lock Out Tag Out, HAZWOPER, Fall Prevention, Radiation Safety, Records Management, Operational Cost..., Environmental..., Personal Protective..., Decontamination..., Risk Assessment and..., Public Health Emergency..., Explosives Safety, Instructor-led Training, Research, Field Service..., Wireline, Direct Sales
Education
San Juan College 2014 — 2016
Associate of Applied Science, Industrial Process Operator Program, 3.5
San Juan College 2013 — 2015
Associates of Applied Science, Occupational Safety and Health Technology/Technician, 3.5
San Juan College 2013 — 2015
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, 3.5