New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Barnett Wealth Advisors July 2014 - Present
MassMutual Financial Group March 2009 - July 2014
Halstead Properties, LLC June 2004 - May 2009
New York Life Insurance Company March 1998 - January 2006
Education
The University of Georgia 1993 — 1995
Sewanee-The University of the South 1991 — 1993
Episcopal High School 1986 — 1991
New York Life Insurance Company 2014 - Present
Skills
Insurance, Time Management, Retirement, Life Insurance, Term Life Insurance, Whole Life, Marketing, Public Speaking, Retirement Planning, Key Person Insurance, Estate Planning, Education Funding..., Customer Service, Sales
Education
Seattle Central Community College 2012 — 2014
Associate of Arts (A.A.)
Leisure Care August 2015 - Present
A Place for Mom April 2015 - August 2015
A Place for Mom July 2014 - April 2015
The Bear Creek School 2012 - October 2014
New York Life Insurance Company March 2014 - July 2014
A Place for Mom June 2013 - February 2014
A Place for Mom May 2012 - June 2013
A Place for Mom June 2011 - May 2012
Skills
Retirement Planning, Healthcare, Microsoft Excel, Home Care, Leadership, Multi-tasking Skills, Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Community Outreach, Team Building, Public Speaking, Marketing, Healthcare Management, Event Planning, Customer Service
Education
Seattle Pacific University 2007 — 2011
Bachelor of Arts, Journalism
Wheaton Academy 2003 — 2007
High School
New York Life Insurance Company July 2013 - Present
Chili's July 2013 - Present
Chili's April 2013 - July 2013
New York Life Insurance Company January 2013 - April 2013
Chili's January 2012 - October 2012
Skills
Training, Inventory Management, Leadership, Time Management, Microsoft Office, Team Building, Sales, PowerPoint, Microsoft Word, Cold Calling, Microsoft Excel, Event Planning, Team Leadership, Social Networking, Employee Relations, Human Resources, Recruiting, Coaching
Education
Seminole Community College 2007 — 2009
Firefighting I & II/Emergency Medicine
Ernst & Young September 2014 - Present
Ernst & Young June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
ImagineEasy Solutions, LLC May 2011 - November 2011
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Google Adwords, Google Analytics, Google Docs, PowerPoint, Investments, Derivatives, Data Analysis, Public Speaking, Social Media
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science, Majors in Economics, Finance; Minor in French Studies
Institut d'Etudes politiques de Paris / Sciences Po Paris
Exchange Programme in French and English, Economics
Westwood High School 2006 — 2010
International Baccalaureate Diploma
UTC Aerospace Systems August 2014 - Present
Seattle Pacific University September 2010 - Present
GlobalEdg July 2014 - August 2014
UCONN HEALTH March 2014 - July 2014
Seattle Animal Shelter Foundation August 2011 - December 2013
Paris Phoenix Group February 2013 - August 2013
Collins Alliance September 2010 - August 2011
Grameen Foundation April 2011 - July 2011
New York Life Insurance Company May 2010 - August 2010
Learn-It Systems January 2010 - May 2010
Skills
Psychology, Coaching, Organizational..., SPSS, Statistics, Data Analysis, Qualitative Research, Research, Instructional Design, Quantitative Research, Organizational..., Survey Research, Organizational..., Higher Education, Leadership, Interviews, Training, Recruiting, Management, Survey Design, Strategy, Research Design
Education
Seattle Pacific University 2010 — 2014
PhD, Industrial Organizational Psychology
University of the Pacific 2006 — 2009
B.A., Psychology
MassMutual San Diego March 2011 - Present
Anxin Trust & Financial company January 2010 - March 2011
New York Life Insurance Company July 2006 - December 2009
Skills
Business Planning, College Education..., Estate Planning, Insurance Planning, Business succesion, Charitable Giving, Investments, Retirement, Life Protection, Annuities, Disability Insurance, Health Insurance, IRAs, Key Person Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, 401ks, Banking, Financial Services, Securities, Finance, Insurance, Microsoft Office, Leadership, Microsoft Excel, Financial Planning, Retirement Planning
Education
Shanghai International Studies University
Bachelor of Arts (B.A.)
The University of Kansas
Master of Business
University of Montana
Master of Arts (M.A.)
Prudential Financial June 2015 - Present
Blueminc October 2005 - Present
New York Life Insurance Company August 2013 - June 2015
Horizon Blue Cross Blue Shield of New Jersey November 2011 - August 2013
Weill Cornell Medical College May 2008 - November 2011
The Salvation Army September 2003 - October 2005
Skills
SharePoint, Project Server, Project Portfolio..., Information Systems..., International Economics, Public Diplomacy, Corporate Finance, Commercial Banking, International Business, Process Improvement, Strategic Planning, Project Management, SDLC, Information Technology, Program Management, Vendor Management, PMP, PMO, Resource Management, Healthcare Information..., Management Consulting, Visio, MS Project, Business Analysis, Software Project..., Business Intelligence, Requirements Gathering, Business Process..., Business Process, Information Systems, Risk Management, Leadership, IT Strategy, Management, Strategy, Integration, Microsoft Project, Microsoft Office, Change Management
Education
Seton Hall University 2008 — 2010
MBA, Management
Seton Hall University 2006 — 2008
MA, Diplomacy and International Relations
Stockton University 2000 — 2003
CSIS, Computer Information Systems
Northeastern College 1993 — 1998
High School
New York Life Insurance Company August 2008 - Present
Skills
401k Rollovers, Finance
Education
Scripps College
New York Life Insurance Company May 2014 - Present
Gap Inc. May 2012 - July 2013
Best Buy September 2011 - January 2012
First National Fleet & Lease May 2011 - November 2011
Skills
Visual Merchandising, Retail Sales, Retail, Store Management, Store Operations, Window Displays, Loss Prevention, Merchandise Planning, Internal Communications, Cashiering, Assortment, Trend Analysis, Strategic Communications, Sales Operations, Merchandising, Sales Management, Accounting, Financial Accounting, Financial Analysis, Sales Process, Commissioning, New Store Openings, HR Consulting, Marketing Communications, Community Development, Social Media Marketing, Business Analysis, Building Relationships, Business Development, Customer Acquisition, Sales Presentations, Brand Development, Administrative..., Advertising Sales
Education
Highline Community College 2012 — 2014
Associate of Arts (A.A.), Communication and Media Studies, 3.49 GPA
Shoreline Community College 2011 — 2012
Associate of Arts (A.A.), Communication and Media Studies, 3.56 GPA
Ballard High School 2007 — 2011
Diploma, Accounting and Finance, 3.2 GPA
Crane Aerospace & Electronics July 2015 - Present
Greenpoint Technologies April 2014 - March 2015
Boeing May 1998 - April 2014
New York Life Insurance Company December 1992 - April 1998
U.S. Navy and University of Washington May 1989 - September 1992
US Navy May 1984 - May 1989
Skills
Aviation, Leadership, Aerospace, Aircraft, Sales, International Sales, New Business Development, Customer Satisfaction, Continuous Improvement, Engineering, Key Account Development, Military, Sailing, Process Improvement, Project Management, Shareholder Value, Relationship Building, Employee Engagement, Civil Aviation, Cross-functional Team..., Avionics
Education
United States Naval Academy 1980 — 1984
Bachelor's degree, Aerospace Engineering
Seattle University 1989 — 1992
Master's degree, Business Administration
Capital Group/ American Funds December 2013 - Present
New York Life Insurance Company December 2012 - October 2013
McDonald's September 2008 - September 2012
Skills
Recruiting, Customer Service, Employee Relations, Employee Benefits, Training, Human Resources, Leadership, Succession Planning, Performance Management, Team Building, Management, Time Management, Employee Training, Interviews, Insurance, Hiring, Leadership Development, Coaching, Organizational..., Organizational..., Conflict Resolution, New Hire Orientations, Staff Development, Sourcing, Performance Appraisal, Onboarding, Personnel Management, Team Leadership, Microsoft Office, Marketing, Process Improvement, Public Relations, Strategic Planning, Sales, Teamwork, Public Speaking, Inventory Management, Microsoft Excel, Talent Management, Business Strategy, Research, PowerPoint, Team Management, Teaching
Education
Marian University Indianapolis, Indiana 2004 — 2007
Bachelor's degree, Human Resources Management/Personnel Administration, General
Santa Rosa Junior College 2000 — 2004
Certificate Human Resources., Human Resources Management/Personnel Administration, General
Self August 2012 - Present
New York Life Insurance Company May 1996 - August 2012
Skills
Leadership Development, Sales Management, Investments, Securities, Life Insurance, Public Speaking, Building Relationships, Motivational Speaking, Retirement Planning, Insurance, Risk Management, Management, Recruiting, Fixed Annuities, Coaching, Leadership, Estate Planning, IRAs, Long-term Care, 401k, Series 6, Mutual Funds, Financial Planners, Series 63, Financial Planning
Education
Seattle University 1993 — 1996
Political Science and Government
The George Washington University 1990 — 1993
Poly Sci, Political Science and Government
Grogan, Stufflebeam, & Martin LLP CPA Firm InternNew York Life Insurance CompanyMay 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Accounting, Financial Accounting, Tax, Microsoft Excel, Auditing, Financial Statements, Tax Preparation, GAAP, PowerPoint, Microsoft Word, Finance, General Ledger, Access, Account Reconciliation, US GAAP
Education
Siena College 2009 — 2013
Bachelor of Science (BS), Accounting
New York Life Insurance Company August 2012 - Present
Principal Financial Group March 2012 - Present
National Life Group March 2012 - August 2012
Costco Wholesale January 2010 - April 2011
Skills
General Insurance, Health Insurance, Property & Casualty..., Insurance, Term Life Insurance, Casualty, Liability, Disability Insurance, Claim, Professional Liability, Legal Liability
Education
Santiago Canyon College 2012 — 2014
In Process, International Finance
Gociety, Inc. June 2015 - Present
Windstar Cruises June 2015 - Present
Lorna Jane October 2014 - Present
DataSphere Technologies Inc. January 2014 - October 2014
Holland America Line March 2012 - December 2013
New York Life Insurance Company 2009 - October 2012
NELA Oregon Center for Student Success June 2009 - September 2009
Skills
Retirement Planning, Estate Planning, Disability Insurance, Financial Planning, Long Term Care, Strategic Financial..., Long-term Care, Employee Benefits, Retirement, Wealth Management, Insurance, Savings, Fixed Annuities, Wealth Accumulation, Financial Planners, Cruise Vacations, Sales and Customer..., Event Planning, 401k, Small Business, Term Life Insurance, Investments, Life Insurance, Management, Leadership, Long Term Care Insurance, IRAs, Social Networking, Volunteering, Organization, Cruises, Team Building, Strategy, Marketing, Sales, CRM, Business Development, Social Media, Selling, Budgets, Sales Management, Customer Service, Customer Satisfaction, Networking, Finance
Education
Seattle University 2005 — 2009
Seattle University 2005 — 2009
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2014 - Present
Vemma Nutritional Co. January 2012 - June 2014
Skills
Microsoft Excel, Windows, English, Microsoft Office, PowerPoint, Microsoft Word
Education
Santa Rosa Junior College 2012 — 2014
Speech/Journalism
Bishop Kelly High School 2007 — 2010
Diploma
New York Life Insurance Company 2013 - Present
Select Brokers, LLC January 2010 - Present
Skills
Licensed Life & Health..., Long Term Care Insurance, Income Disability..., Fixed Annuities, First Time Home Buyers, Buy-Sell Insurance, Commercial Insurance
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (J.D.), Law
Saint John's University 1987 — 1991
Bachelor's of Science, Criminal Justice and Corrections/Paralegal Studies
Farkouh, Furman & Faccio January 1988 - Present
ABN AMRO Bank N.V. June 1987 - January 1988
New York Life Insurance Company June 1985 - May 1987
Skills
Accounting, CPA, Tax, Corporate Tax, Partnership Taxation, Financial Reporting, Tax Accounting, Auditing, International Tax, Forensic Accounting, SEC filings, US GAAP, Tax Preparation, General Ledger, Mergers, Income Tax, Tax Research, Internal Controls, QuickBooks, Tax Returns
Education
Seton Hall University 1996 — 2000
Masters, Taxation
West Virginia University 1981 — 1985
Bachelor of Science, Accounting
High School
High School
The UPS Store Southeast Franchise Sales June 2015 - Present
YMCA August 2013 - Present
New York Life Insurance Company February 2015 - July 2015
Women's League Inc Child Development Center July 2014 - August 2014
Skills
Networking, Time Management, Fundraising, Customer Service, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teaching, Teamwork, Leadership, Social Networking, Microsoft Excel, Team Leadership, Research
Education
Savannah State University 2012 — 2016
Bachelor's degree, Global Logistics/International Business, Minor Business Management
Windsor High School 2009 — 2012
MCCS July 2014 - Present
Combined Insurance April 2014 - July 2014
New York Life Insurance Company December 2013 - March 2014
Sodexo 2008 - 2012
U.S Army Corps of Engineers, Middle East District 2010 - 2010
Shenandoah University 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Army Knowledge Online..., Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Event Planning, AutoCAD, Time Management, Team Leadership, Sales, Outlook
Education
Strayer University (VA) 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Strayer University (VA) 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Shenandoah University 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
LifeVantage June 2014 - Present
New York Life Insurance Company December 1998 - January 2013
Lisa Hemeway's Restaurant January 1989 - December 1998
Skills
Small Business, Customer Service, Consulting, Employee Benefits, Fitness, Managerial Finance, Food & Beverage, Financial Risk, Hospitality Management, HR Consulting, Hospitality Industry, HR Policies, Health, Interviews, Internal Communications, Invoicing, Journalism, Social Media, Strategic Partnerships
Education
Santa Rosa Junior College 1993 — 2015
General Education
The American College 2001 — 2006
Life Insurance and Investments, Estate Planning
US Army 2010 - Present
21st century mission church 2012 - Present
New York Life Insurance Company 2013 - June 2014
Cafe on the ave 2008 - August 2013
Skills
Translation, Interpreting, Barista Training, Korean, Non-profit Program..., Volunteer Management, Volunteer Recruiting, Life Insurance, Financial Advisory
Education
Seattle Pacific University 2007 — 2011
Federal Way High School
Todd Beamer High School
TakeLessons June 2014 - Present
Tenor soloist January 2009 - Present
Free lance performer November 2004 - Present
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company 2015 - 2015
Cathedral of Praise World Outreach Center January 2000 - January 2002
Skills
Music, Classical, Opera, Singing, Vocal, Vocalist, Musical Theatre, Theatre, Entertainment, Musicians, Orchestral Music, Songs, Concerts, Drama, Performing, Nonprofits, Broadway, Teaching, Music Education, Voice Lessons, Ensemble, Music Theory, Piano, Pop inspirational...
Education
Shenandoah University 2012 — 2014
Voice Pedagogy (CCM) Commercial and Contemporary Music
University of the District of Columbia 2004 — 2011
BM, Vocal Performance
University of the District of Columbia 2004 — 2009
Associates in Arts, Music
University of the District of Columbia 2004 — 2009
AA degree, music
K.O.C. Group March 2014 - Present
King of Casa's, Inc December 2013 - Present
Slacker LLC May 2013 - Present
King of Casa's, LLC January 2013 - Present
702benefits.com February 2006 - Present
Cosmopolitan Real Estate June 2010 - January 2013
Prudential Americana Group, REALTORS 2010 - 2011
New York Life Insurance Company November 2004 - November 2009
Citibank October 2001 - November 2004
Skills
Selling Real Estate, Loyal, Trustworthy, Stubborn, Integrity, Analytical Skills, Business Law, Business Formation, Real Estate, Business, REO, Short Sales, Commercial Litigation, IRAs, Foreclosures, Investors, First Time Home Buyers, Sellers, Investment Properties, Real Estate Transactions, Residential Homes, Condos, Investments, Mortgage Lending, Loans, FHA, Referrals, Relocation, Real Estate Economics, Real Estate Financing, Vacation Homes, Brokerage, Real Estate Development, Insurance, HUD, Refinance, Property, 1031 Exchanges, Selling, Real Property, SFR, Buyers, Property Management, Agents, Buyer Representation, Luxury, Single Family Homes, Commercial Real Estate, Leases, Residential Mortgages
Education
Sierra College 1998 — 2001
In progress, Business Law
New York Life Insurance Company December 2012 - Present
Skills
Annuity Sales, Wealth Transfer, Protection Planning/ ..., Time Management, Licensed Life Insurance..., Retirement Planning, Licensed Life & Health..., Life Insurance, Permanent Life Insurance, Finance, Retirement, Accounting, Insurance, Long Term Care Insurance, Customer Service, Mandarin, Financial Analysis, Investments, Microsoft Excel
Education
University of Washington 2010 — 2012
Bachelor of Arts (BA), Geographic
Seattle Central Community College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Lynwood High School
New York Life Insurance Company August 2012 - Present
Wells Fargo July 2009 - July 2012
Wells Fargo May 2008 - July 2009
Wells Fargo May 2000 - May 2008
Skills
Retirement Planning, Insurance, Retirement, Fixed Annuities, Life Insurance, Sales, Estate Planning, Term Life Insurance, Leadership, Small Business, Customer Service, 401k Rollovers, Asset Protection, Gifting Strategies, Legacies, Succession Planning, Annuity Sales, Key Person Protection, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Wealth Preservation..., IRAs, Mutual Funds, Financial Planning, Disability Insurance
Education
Sierra College 2000 — 2002
Associate's degree
Select One Insurace Group inc September 2010 - Present
New York Life Insurance Company June 2001 - September 2008
Skills
Hotels, Insurance, Home, Annuity, Brokerage, Asset Management, Asset Managment, Fixed Annuities, Disability Insurance, Contract Negotiation, Real Estate Development, Property & Casualty..., Term Life Insurance, Life Insurance, Whole Life, Selling, Critical Illness, Health Insurance, Long Term Care Insurance, Underwriting, Retirement Planning, Property, Brokers, Universal Life, Small Business, Investments, Long-term Care, Retirement, Commercial Insurance, Umbrella Insurance, Roth IRA, Employee Benefits, Customer Service, Marketing, New Business Development, Team Building, Strategic Planning, Management, General Insurance, Health Savings Accounts, Insurance Brokerage
Education
Sardar Patel University 1971 — 1974
Agro Indu. Engg, Dairy Science, Agriculture Food Processing
VB Multy PurPose High School Sunav Guj India 1971 — 1974
Dairy Science and Food Processing
Susquehanna Bank December 2012 - Present
New York Life Insurance Company December 2011 - December 2012
NCO Financial Systems April 2009 - November 2012
Advanta Bank Corp. July 2007 - April 2009
Skills
Credit, Insurance, Compliance, Negotiation
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS, Marketing
Bensalem High School 1998 — 2000
Bachelor's degree, Marketing
New York Life Insurance Company January 2013 - Present
SB Property Management of GA 2011 - 2013
Dailey Dose, LLC 2011 - 2013
Select Brokers, LLC 2010 - 2013
Skills
Real Estate, Short Sales, Sellers, First Time Home Buyers, Investment Properties, Property Management, Commercial Leasing &..., Land Acquisition, Contract Negotiations, Contract Review, Management Consulting, Contract Management, HUD, Listings
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD), Law
St. John's University, Jamaica, NY 1987 — 1991
Bachelor of Science (BS), Criminal Justice/Legal Studies
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company August 2011 - August 2012
The Jewelers Board of Trade September 2008 - December 2010
The GMS Group May 2008 - June 2008
Seton Hall University September 2003 - June 2007
Skills
Sales, Process Improvement, Sourcing, Customer Satisfaction, Procurement, Leadership, Management, CRM
Education
Seton Hall University 2003 — 2007
BS, Finance
NYLIFE Seurities LLC April 2013 - Present
New York Life Insurance Company April 2013 - Present
Skills
Management, 401k Rollovers, Time Management, Small Business, Licensed Life & Health..., Retirement Planning, Asset Protection, Investments, Long Term Care, Education Planning, Finance, Health Insurance, Analysis, Long-term Care, Budgets, Strategic Planning, Life Insurance, Personal Finance, Education Funding...
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant
West Chester University of Pennsylvania 1992 — 1995
MBA, Economics and Finance
Shippensburg University of Pennsylvania 1984 — 1988
BSBA, Accounting
Milton Hershey School
Business Administration
NYC School Construction Authority 2013 - Present
Ernst & Young 2001 - 2013
Spectra Securities Software, NYC 1999 - 2001
PricewaterhouseCoopers 1998 - 1999
UPS 1996 - 1998
New York Life Insurance Company 1990 - 1995
Skills
Business Analysis, Software Quality..., Rational Functional..., ALM, Test Management, Member of Toastmasters, Requirements Analysis, User Acceptance Testing, SDLC, Manual Testing, System Testing, Quality Assurance, Test Automation, Regression Testing, Quality Center, Test Cases
Education
Seton Hall University
Bachelor of Science, Business Administration - Marketing
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
New York Life Insurance Company January 2011 - Present
DJ Reardon Co. August 2004 - July 2008
DJ Reardon Co. May 2003 - August 2004
Momentum Worldwide December 1998 - December 2002
Student Advantage August 1998 - December 1998
Contemporary Marketing March 1998 - August 1998
Middle Earth Inc June 1994 - March 1998
Skills
Retirement Planning, Budgets, Management, Event Planning, Employee Benefits, Sales Operations, Sales, Fixed Annuities, Investments, Financial Planners, Strategic Financial..., Retirement, Mutual Funds, 401k, Long-term Care, Insurance, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Financial Analysis, Finance, Marketing Strategy, Financial Planning
Education
Shippensburg University of Pennsylvania 1989 — 1993
BS, Finance
Council Rock 1985 — 1988
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company 2012 - 2014
RJH Services, LLC February 2009 - July 2011
The Linde Group May 2005 - February 2009
BOC Gases June 1984 - 2005
Skills
Fax, Document Management, Process Improvement, Project Management, ITIL, Enterprise Content..., Knowledge Management, Business Process..., Change Management, Cloud Computing, ICR-OCR, Vendor Management, Management, Leadership, Databases, IT Management, IT Strategy, SDLC, Oracle, Business Analysis, Business Process
Education
Seton Hall University 1969 — 1974
BS, Business Administration
Samuel W Jones February 2014 - Present
Eagle Strategies LLC August 2007 - December 2013
NYLIFE Securities LLC January 2007 - December 2013
New York Life Insurance Company November 2006 - December 2013
Crane Aerospace & Electronics 1979 - 2007
Skills
401(k) Rollovers, Estate Planning, Insurance, Gifting Strategies, Licensed Life Insurance, Retirement Planning, Special Needs Planning
Education
University of Puget Sound 1982 — 1983
BA, MBA, Business Management and Finance
Seattle University 2006 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
New York Life Insurance Company December 2008 - Present
Ameriprise Financial Services, Inc. January 2008 - May 2008
Lowe's October 2001 - December 2007
Education
Securities Training Corporation 2008 — 2008
Series 7 & 66, Registered Representative Certification and Registered Investment Advisor Representative Licensing
Sierra College 1997 — 1999
Mathematics, English
Roseville High School 1993 — 1997
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company September 2011 - March 2014
New York Life Insurance Company June 2010 - September 2011
New York Life Insurance Company June 2008 - June 2010
Skills
JCL, COBOLII, HP Exstream, TFS, CSF, XML, HTML, Customer Service, Microsoft Office, Business Analysis, VSAM, COBOL, Visio, Java, Insurance, Data Analytics, Professional Mentoring, DataStage, SQL
Education
Siena College 2006 — 2008
Bachelor's degree, Mathematics
State University of New York College at Oneonta
Mathematics and Secondary Education (Double Major)
Directory Of Schools June 2012 - February 2013
KIMCO Construction March 2011 - December 2012
New York Life Insurance Company October 2004 - July 2007
Guaranty Residential Lending November 2000 - October 2004
Skills
Marketing, Account Management, Strategic Planning, Customer Service, Marketing Strategy, Social Media, Market Research, Event Planning, Online Advertising, Lead Generation, Microsoft Office, Social Networking, Online Marketing, Public Speaking, Product Marketing
Education
Santa Rosa Junior College 1999 — 2001
Associate's degree, General Studies
Heald Business College 1997 — 1999
Business Administration Degree, Business Administration and Management, General
New York Life Insurance Company March 2002 - Present
Alcatel-Lucent December 1996 - February 2002
Skills
SAP, Data Analysis, Forecasting, Crystal Reports, Business Objects, SQL, MS Excel Pivot Tables, Cash Flow, Budget Process, Microsoft Office, Balance Sheet, Strategic Financial..., Financial Analysis, Analysis, Finance, Sales, Financial Planning, Financial Reporting, Business Analysis, Variance Analysis, Contract Negotiation, Accounting, Process Improvement, Strategic Planning, Management, Budgets, Business Planning, Leadership, Marketing
Education
Seton Hall University
Bachelor's degree, Accounting and Finance
Comdata March 2015 - Present
New York Life Insurance Company August 2014 - December 2014
J&M Catering August 2012 - December 2012
The Laurus Group February 2012 - December 2012
The Daily Caller June 2012 - August 2012
St. Andrew's Episcopal School, Ridgeland, MS January 2012 - May 2012
Stibbs & Co. Law Firm July 2010 - August 2010
Maryland State Public Defender’s Office June 2009 - August 2009
Skills
Online Advertising, Online Media Relations, Legal Research, Microsoft Office, Legal Writing, Sales, Data Entry, The Raiser's Edge..., Public Speaking, Research, Event Planning, Community Outreach, Social Media, Nonprofits
Education
Mississippi College School of Law 2011 — 2012
Sewanee-The University of the South 2006 — 2010
Bachelor of Arts (B.A.), American History (United States)
Sabo Financial Group, Inc. May 1999 - Present
New York Life Insurance Company February 1987 - May 1999
Skills
Small Business, Health Insurance, Insurance, Estate Planning, Business Strategy, Competitive Analysis, Financial Services, Disability Insurance, Life Insurance, Public Speaking, Executive Management, IRAs, Fixed Annuities, Term Life Insurance, Analysis, Group Insurance, Business Planning, Strategic Planning, Health Savings Accounts, Long-term Care, Investments, Financial Planners, Retirement, Universal Life, Series 6, Critical Illness, Brokers, 401k, Employee Benefits, Retirement Planning, Medicare, Group Medical, Series 63, Strategic Financial..., Underwriting
Education
Shippensburg University of Pennsylvania
St. Hugo
Shoreline Industries December 2014 - Present
Folsom Lake Ford December 2011 - October 2014
New York Life Insurance Company December 2010 - December 2011
mobiledataforce January 2007 - May 2008
Ameriquest Mortgage Company January 2004 - April 2006
Elite Performance February 2001 - January 2004
US Army March 1998 - July 2000
Skills
Customer Service, Insurance, Sales Management, Account Management, Sales, Marketing Strategy, Time Management, Team Building, Management, Marketing, Leadership, Social Media, Small Business, Sales Operations
Education
Brandman University, Part of the Chapman University System 2012 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Sierra College 2001 — 2003
Associates, Business
New York Life Insurance Company December 2011 - October 2013
Erin S. Moore January 2010 - November 2011
NASE 2002 - 2009
Products 1996 - 2001
Skills
Term Life Insurance, Health Insurance, Annuities, Cash Value Life..., Long Term Care Insurance, Community Education, Child Safety Program, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Whole Life, Wealth Accumulation, Retirement, Retirement Planning, IRAs, Insurance, Critical Illness, Roth IRA, Financial Planners, Universal Life, 401k Rollovers
Education
Santa Rosa Junior College 1999 — 2002
AA, Music
Montgomery High School 1992 — 1994
Bob's Discount Furniture December 2014 - Present
Bob's Discount Furniture December 2013 - November 2014
Bob's Discount Furniture May 2009 - December 2013
New York Life Insurance Company December 2009 - January 2011
Avatar Securities, LLC October 2008 - November 2009
Morgan Stanley June 2007 - September 2008
Thomson Financial June 2006 - April 2007
Thomson Financial June 2006 - April 2007
Morgan Stanley October 2005 - June 2006
Skills
Sales, Customer Service, Retail, Forecasting, Time Management, Inventory Management, Team Building, Capital Markets, Equities, Finance, Analysis, Financial Analysis, Financial Modeling, Valuation
Education
Seton Hall University 2003 — 2007
Bachelors, Finance
Seton Hall UniversitySouth
Bachelor of Science, Business Administration; Finance; Finance
Investment Banking InstituteNew
SoCal Food Tours May 2012 - Present
BT Enterprises January 2007 - Present
San Diego Bicycle Club (SDBC) October 2006 - Present
PWF San Diego 2006 - Present
Crown City Cyclists 2006 - Present
Noevir USA June 1990 - Present
University of San Diego October 2013 - June 2014
CBS Coronado September 2013 - January 2014
San Diego Ski Club September 2009 - January 2013
New York Life Insurance Company October 2010 - February 2011
Skills
Copy Editing, Marketing Communications, Market Research, Marketing Management, Event Planning, Event Management, Event Marketing, Writing Skills, Sports Marketing, Sponsorship Management, Sponsorship, Leadership, Coaching, Customer Service, Marketing, Public Relations, Public Speaking, Management, Sales, Time Management, Leadership Development, Retail, Recruiting, Lead Generation, Program Management, Marketing Strategy, Internal Communications, Editing, Social Media Marketing, Social Networking, Social Media, Team Building, Nonprofits, Advertising, Fundraising, Market Planning, Media Relations, Online Marketing, Email Marketing, Online Advertising, Business Development, Strategic Communications, Strategic Planning, Corporate Communications, Entrepreneurship, Writing
Education
Seattle University 1983 — 1987
M.B.A., Marketing
Seattle University 1983 — 1984
Certificate, Human Resources
Vanderbilt University 1970 — 1974
B.A., English
Tullahoma High School 1967 — 1970
Diploma
Nationwide Insurance June 2015 - Present
Philadelphia Insurance Companies July 2013 - June 2015
Prudential Financial March 2010 - June 2013
New York Life Insurance Company December 2008 - October 2009
Skills
Insurance, Fixed Annuities, General Insurance, Retirement Planning, Customer Service, Retirement, Golf, Timely Decision Making, Ice Hockey, Marketing Strategy, Leadership, Management, Marketing, Sales, Time Management, Training
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Science Business Administration, Marketing
New York Life Insurance Company June 2015 - July 2015
Zero Waste Youth August 2014 - December 2014
The Family Room May 2014 - July 2014
Parking Panda July 2013 - August 2013
Skills
Social Media, PowerPoint, Marketing, Microsoft Word, Research, Leadership, Social Networking, Facebook, Sales
Education
Sewanee-The University of the South 2012 — 2016
Universidade do Sul de Santa Catarina 2014 — 2014
Business and Cultural Studies
Gilman School 1999 — 2012
Henderson Harbor 2012 - Present
AllianceBernstein 2005 - 2012
New York Life Insurance Company 1997 - 2005
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Research
Education
Seton Hall University 1993 — 1997
BA
Cranford High School
National Park Service June 2013 - Present
National Park Service January 2012 - June 2013
Lowell National Historical Park February 2006 - January 2012
GMA Foundations December 2008 - December 2011
Angkor Dance Troupe, Inc. July 2004 - June 2007
Middlesex Community College February 2004 - May 2006
North Shore International Insurance Company March 2004 - June 2005
New York Life Insurance Company July 2003 - March 2004
Skills
Research, Project Management, Community Outreach, Grants, Event Planning, Fundraising, Non-profits, Event Management, Budget, Public Relations, Strategic Planning, Nonprofits, Program Management, Training
Education
University of Massachusetts Lowell 2006 — 2008
Master of Arts (M.A.), Community and Social Psychology
Simmons College - Simmons School of Management 1999 — 2003
Bachelor of Arts (B.A.), Management and Sociology
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
New York Life & MainStay Investments April 2013 - June 2015
Wells Fargo May 2008 - April 2013
Spreen & Co. February 2003 - April 2008
Hedge Fund Alternatives 2007 - 2008
Prudential Retirement Services 1997 - 2003
Prudential Financial 1995 - 2003
Nabisco 1986 - 1995
Skills
Branding & Identity, Investments, Series 7, Retirement, Defined Benefit, Selling, Alternative Investments, Insurance, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Securities, FINRA, Investment Advisory, Financial Services, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Financial Advisory, IRAs, Fixed Annuities, Equities, Separately Managed..., Series 24, ETFs, Asset Management, Retirement Plan..., Pensions, Sales
Education
Seton Hall University 1984 — 1989
BS, Political Science
pompton lakes hs 1980 — 1984
New York Life Insurance Company May 2009 - Present
Bankers Life and Casualty August 2006 - May 2009
King County Journal 1998 - 2001
Self - Employed 1983 - 1995
Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Securities, Variable Annuities, Term Life Insurance, Fixed Annuities, Disability Insurance, Buy-sell Agreements, Health Insurance, Retirement, Critical Illness, Whole Life, Medicare, Strategic Financial...
Education
Seattle Central College 1981 — 1983
A.A.of A, Communication Art/Graphic Design
Lincoln High School 1971 — 1975
Grad, required
Scottrade November 2014 - Present
Royal Caribbean Cruises, Ltd. August 2012 - November 2014
New York Life Insurance Company August 2011 - May 2012
University of Oregon September 2007 - August 2011
Bankers Life and Casualty June 2006 - May 2007
American Express Financial Advisors May 2000 - November 2005
Catholic Community Services of Lane County September 1999 - May 2000
Bonner and Associates January 1999 - July 1999
Skills
Policy, Investments, Economic Development, Fixed Annuities, Project Planning, Insurance, Public Speaking, Research, Finance, Financial Services, Long-term Care, Seminar Marketing, Writing, History, Analysis, Customer Service, Microsoft Office, Sales, Leadership, Life Insurance, Social Media, Financial Planning, Team Building, Social Networking
Education
School of Oriental and African Studies, U. of London 2003 — 2005
Public Policy and Management
University of Oregon 1989 — 2003
B.A., History, Political Science
Willamette University College of Law 1994 — 1995
Law
New York Life Insurance Company January 2014 - Present
New York Life Insurance Company October 2009 - January 2014
Skills
Term Life Insurance, Sales, Retirement Planning, Retirement, Microsoft Office, Marketing, Long-term Care, Life Insurance, Leadership, Investments, Insurance, Fixed Annuities, Financial Services, Disability Insurance, Customer Service
Education
Siena College 2004 — 2008
Psychology
Siena College 2004 — 2008
Economics
New York Life Insurance Company May 2015 - Present
MetLife July 2014 - April 2015
Today's Business September 2012 - December 2014
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Annuity Sales, Financial Planning, Retirement Planning, Retirement, College Savings Plans, Whole Life, IRAs, Traditional IRA, Roth IRA, Savings, Retirement Savings, Investments, Investment Advisory, Investment Strategies
Education
Seton Hall University 2010 — 2014
Bachelor’s Degree, Economics
New York Life Insurance Company June 2015 - Present
Home Elements 2009 - Present
Noah's Arts 1995 - 2009
Skills
Space-planning, Interior Design, Furniture, Sketching, Furnishings, AutoCAD, Photoshop, FF&E, Window Treatments, Rendering, Residential Design, Retail, Customer Service, Sustainable Design, Microsoft Office, Renovation, Floor Plans, Sales, Finish Selections, Space planning, Home Staging, Fabric Selection, Elevations, Custom Furniture, Kitchen & Bath Design, Bathrooms, Finish, Space Planning
Education
Seminole State College 2009 — 2012
Interior Design, Residential & Commercial Interior Design, BAS
Scandinavian Aeronautical Academy 1988 — 1990
Aeronautical Engineer
New York Life Insurance Company July 2015 - Present
Skills
Licensed Life Insurance..., Asset Protection, Buy Sell Agreements, Legacies, Education Funding..., Customer insight, Multi-generational..., Retirement Income..., Customer Satisfaction
Education
Seton Hall University
Bachelor of Arts (BA), History
Rocky Mountain College of Art and Design RMCAD August 2015 - Present
The Art Institutes April 2013 - Present
Jay Peteranetz Art May 2004 - Present
Medina Communications April 2012 - Present
New York Life Insurance Company July 2015 - August 2015
Shane Co. August 2011 - February 2015
Best Buy September 2002 - June 2009
Geneva Glen Camps June 1999 - August 2004
Evil Genius Entertainment 2004 - 2004
Skills
Life Insurance, Strategic Planning, Art, Storyboarding, Drawing, Concept Design, Photoshop, Painting, Comics, Illustrator, Fine Art, Character Animation, Posters, Illustration, Visual Arts, Digital Illustration, Conceptual Art, Logo Design, Customer Service, Digital Painting, Flash Animation, Flash, Cover Art, InDesign, Graphic Design, Adobe Creative Suite, Mac, Retail, Digital Art, Image Manipulation, Traditional Animation, Visual Communication, Art Instruction, Inking, Conceptual Illustration, Story Structure, Servant Leadership, Graphic Novels, Comic Art, Comic Book Art, Published Author, Extensis Suitcase, Illustration Skills, Character Design, Legacy Planning, Management, Public Speaking, Marketing
Education
Savannah College of Art and Design 2009 — 2011
MFA, Sequential Art
Savannah College of Art and Design 2000 — 2004
BFA, Sequential Art and Drawing
Centaurus High School 1996 — 2000
HS Diploma, HS Diploma
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company May 2010 - March 2014
NYLIFE Securities LLC February 2011 - October 2013
Skills
Insurance, Estate Planning, Annuity Sales, Key Person Protection, 401k Rollovers, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Licensed Life Insurance..., Asset Protection
Education
Siena College 2007 — 2009
Bachelor Of Science, Accounting
SUNY Albany 2005 — 2007
Associates
The Puppet Kitchen September 2015 - Present
The Good School September 2015 - Present
Wakka Wakka Productions July 2015 - Present
The Puppetry Arts Theatre, Inc. February 2015 - Present
RestlessLeg Production 2011 - Present
Companion Pictures February 2014 - March 2014
Magnet Media December 2013 - December 2013
The Jim Henson Company September 2013 - December 2013
New York Life Insurance Company March 2012 - October 2013
No Strings International August 2013 - September 2013
Skills
Set Design, Art Direction, Props, Final Cut Pro, Video Editing, Scenic Painting, Illustration, Production Design, Prop Building, Prop Sourcing, Welding, Image & Video Sourcing, Hand Stitching, Puppet Wrangling, Miniature Set Building, Puppet Building
Education
School of Visual Arts
Bachelor of Fine Arts (BFA)
New York Life Insurance Company October 2014 - Present
Wyndham Hotel Group November 2012 - October 2014
The Great Atlantic & Pacific Tea Company April 2011 - October 2012
Sterling Infosystems July 2010 - April 2011
Bowne - Business/ Marketing Communications April 2007 - June 2010
Maersk Logistics - USA September 1997 - March 2007
Skills
SDLC - Agile, Iterative..., PMI PM Process Group..., Theory of Constraints..., SOX - Effectively able..., MS Project - efficiency..., Requirements Management, Stakeholder Management, Third Party Vendor..., PMO set-up, Budget Forecasts, IT Financial Management, Risk Management, RUP, Clarity, Open Workbench, Release Management, Preparing Business Cases, Lessons Learned, Coaching, Performance Metrics, Customer Satisfaction, Leadership, Quality Assurance, Business Case, Project Portfolio..., Project Management, SDLC, PMO, Process Improvement, Project Planning, Software Documentation, Integration, Management, MS Project, Business Process, Cross-functional Team..., Vendor Management, Business Analysis, Projects, Analysis, Agile Methodologies, Team Management, Microsoft Project
Education
School of Visual Arts 1987 — 1991
BA, Illustration and Art Education
Just Digital Inc. January 2013 - Present
Oh! India Northwest LLC April 2014 - August 2014
New York Life Insurance Company September 2013 - January 2014
U.S. Bank June 2010 - November 2011
ELITES (Latino International Students Working for a Higher Education) 2006 - 2011
Seattle University August 2009 - February 2010
Auditoria Superior de la Republica June 2009 - September 2009
Extended Stay America Hotel June 2008 - September 2008
Skills
Leadership, PowerPoint, Public Speaking, Microsoft Excel, Customer Service, Microsoft Office, Spanish, Event Planning, Research, Budgets, Photoshop, Editing, Strategic Planning, Negotiation, Teamwork, Microsoft Word, English, Windows, Outlook, Social Networking, Data Analysis, Access, Easily Adaptable, Collaborative Problem..., Collaborative Leadership, Continuous Improvement, Timely Decision Making, Initiator, Analytical Skills, Business Development, Finance
Education
Seattle University 2008 — 2013
Bachelor of Business Administration (BBA), International Business
Interlake High School 2006 — 2011
New York Life Insurance Company September 2011 - Present
Select Staffing of MA 2002 - 2011
Skills
Recruiting, Human Resources, Customer Service, Sales, Cold Calling, Succession Planning, Social Networking, Social Media, Event Planning, Coaching, Employee Benefits, Leadership, Management, Staffing Services, Time Management, Training, Marketing, Strategic Planning, Marketing Strategy
Education
Barnstable High School
School of the Museum of Fine Arts
Great American Insurance June 2015 - Present
Great American Insurance May 2013 - June 2015
New York Life Insurance Company June 2012 - April 2013
Thrall Library 2010 - 2012
PMA Literary and Film Management, Inc. March 2011 - September 2011
America Reads September 2007 - May 2010
Skills
Editing, Creative Writing, Proofreading, Microsoft Office, Copywriting, Publishing, Customer Service, Copy Editing, Social Networking, Photoshop, SirsiDynix Workflows, Effective writer, Research, Teaching, Writing, Social Media, Higher Education, At Multitasking
Education
Sarah Lawrence College 2007 — 2010
Bachelor of Arts (B.A.), Creative Writing
'Self-Employed' July 2015 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life Insurance Company March 2012 - June 2012
New York Life Insurance Company October 2009 - March 2012
New York Life Insurance Company September 2006 - October 2009
New York Life Insurance Company July 2004 - September 2006
Schering-Plough Research Institute May 2003 - July 2004
Skills
Recruiting, Policy, Financial Analysis, Series 7, Mutual Funds, Strategic Financial..., Product Management, Investments, Retirement Planning, Series 63, Insurance, Risk Management, 401k, Alternative Investments, Analysis, Asset Allocation, Asset Management, Asset Managment, Banking, Bloomberg, Capital Markets, Credit, Disability Insurance, Employee Benefits, FINRA, Estate Planning, Equities, Finance, Financial Advisory, Financial Markets, Financial Planners, Financial Planning, Financial Services, Financial Risk, Fixed Annuities, Fixed Income, Investment Advisory, Investment Strategies, Life Insurance, Long-term Care, Management, Process Improvement, Relationship Management, Securities, Series 24, Series 6, Strategic Planning, Strategy, Team Building, Wealth Management
Education
Seton Hall University 2000 — 2004
B.S., Business Management
Alison Brod Public Relations March 2015 - Present
Penguin Random House June 2012 - Present
New York Life Insurance Company May 2011 - June 2012
Flash Distributors / DVDGiftBaskets.com September 2010 - April 2011
PJINC Public Relations May 2010 - August 2010
Skills
Photoshop, InDesign, Illustrator, Graphic Design, Marketing, Ebooks, Adobe Acrobat, Dreamweaver, Interactive Advertising, Digital Marketing, Digital Designs, Publishing, Desktop Publishing, Digital Production, Social Media Marketing, Email Marketing, Microsoft Office, Advertising, Brand Management, Film Industry, Fashion Marketing, Social Media, Microsoft Excel, PowerPoint, Social Networking
Education
Seton Hall University 2008 — 2012
Bachelor of Science, Marketing and Graphic Design, Advertising and Interactive Art
New York Life Insurance Company February 2015 - Present
Skills
Leadership, Social Networking, Customer Service, Public Speaking, Community Outreach, Microsoft Office, Public Relations, Social Media Marketing, Strategic Planning, Coaching, Human Services, Case Managment, Communication, Organization, Life Insurance, Advertising
Education
Seattle Pacific University 2014 — 2014
Post Baccalaureate TESOL Certificate
Western Washington University 2006 — 2010
Bachelor's of Arts
Cavalieri Financial Group, LLC September 2013 - Present
Mass Mutual February 2010 - September 2013
New York Life Insurance Company September 2007 - February 2010
Skills
Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Series 63, Estate Planning, 401k, Term Life Insurance, Mutual Funds, Investments, Long-term Care, Strategic Financial..., Wealth Management
Education
Syracuse University 1987 — 1989
Masters, Advertising and Design
School of Visual Arts
Bachelor's degree, Illustration & Graphic Design
State Farm Agent February 2015 - Present
New York Life Insurance Company December 2013 - January 2015
Hamilton Health Center September 2012 - December 2013
Old Country Buffet June 2006 - May 2011
Basic Steps Daycare October 2004 - June 2009
Fuddruckers Restaurant April 2002 - May 2005
Highmark October 1989 - April 2000
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Team..., Public Relations, Insurance, Management, Event Planning, Event Management, Analysis, Outlook, Customer Service, Public Speaking, Training, Strategic Planning, Leadership, Sales, Team Building
Education
Shippensburg University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Public Relations/Image Management, 3.0
hershey high school
hershey high school
hershey high school
CVS Health June 2013 - Present
Cox Communications June 2012 - June 2013
New York Life Insurance Company September 2010 - January 2012
North American Auto Equipmnt March 2008 - February 2010
Skills
Customer Service, Sales, Business Development, Microsoft Office, Leadership, Marketing, Direct Sales, Strategic Planning
Education
Sawyer School 1995 — 1996
Certificate, Office Information Systems and Word Processing
New York Life Insurance Company June 2015 - August 2015
Seton Hall Athletics September 2014 - December 2014
G&W Laboratories May 2014 - August 2014
Frog Falls Aquatic Park July 2010 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Leadership
Education
Seton Hall University 2012 — 2016
Bachelor of Science Business Administration (B.B.A.), Dual Concentraion: Finance and Information Technology
Mount Olive High School 2009 — 2012
High School Diploma
New York Life Insurance Company June 2014 - March 2015
Earth 1958 - 2015
Framing Corner September 2009 - June 2014
ASIFA-East 2009 - 2013
New York Life Insurance Company March 2009 - May 2009
IFMG Securities, Inc. September 2007 - May 2008
Oxford Health Plans Corporate HQ January 2001 - March 2006
Skills
Animation, New Business Development, Sales, Program Management, Bookkeeping, Social Media, Graphic Design, Traditional Animation, Fixed Annuities, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Time Management, Marketing, Team Leadership, Management, Retail, Negotiation, Vendor Relationships, Copy Editing, Proofreading, Visual Merchandising, Toon Boom, Framing Design, Contemporary Art, Retail Displays, Archival Research, Legal Research, 2D Animation, Verification, Account Reconciliation, spreadsheets, Supply Ordering, Telemarketing, Book Sales, Instructor-led Training, Art Handling, Contractor Liaison, Commercial Photography..., Mockups, Life Insurance
Education
School of Visual Arts
iGROUP March 2005 - Present
American Financial Partners 1999 - 2005
New York Life Insurance Company January 1995 - January 1999
National Health Insurance Company January 1991 - January 1995
Skills
Marketing Strategy, Training & Development, Sales Management, Annuities, Long Term Care, Insurance, Retirement Planning, New Business Development, Life Insurance, Long-term Care, Fixed Annuities, Retirement, Term Life Insurance, Marketing, 401k, Universal Life, Sales, Disability Insurance, Health Insurance, Long Term Care Insurance, Umbrella Insurance, Whole Life, Critical Illness, Index Universal Life, Employee Training
Education
Shenandoah University 1991 — 1992
MBA
Virginia Polytechnic Institute and State University 1985 — 1990
B.S. Degree, VA TECH
Fidelity Investments August 2015 - Present
Eagle Strategies, LLC & New York Life Insurance Company November 2013 - August 2015
New York Life Insurance Company December 2002 - December 2011
Skills
Retirement Planning, Retirement, Investments, 401k Rollovers, IRA Rollovers, Lifetime Income..., ChFC, Problem Solving, Life Insurance, Legacy Planning, Protection..., Small Business, Permanent Life Insurance, Whole Life Insurance, Term Life Insurance, Personal Finance, Annuity Sales, Asset Protection, Relationship Management, Risk Management, Wealth Preservation..., Wealth Transfer..., Licensed Life Insurance..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Insurance, IRAs, Business Insurance, Wealth Transfer, Wealth Preservation
Education
Seton Hall University 2000 — 2003
Master of Business Administration (MBA), Finance, General
University of Richmond 1992 — 1996
Bachelor of Arts (BA), Social Sciences
Bayley Ellard High School 1988 — 1992
New York Life Insurance Company July 2014 - Present
Town of Hempstead June 2007 - September 2014
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Customer Service, Education Funding..., Employee Benefits, Estate Planning, Fixed Annuities, Gifting Strategies, Grandchild Gifting, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Retirement Planning, Risk Management, Supplements to Employee..., Term Life Insurance, Universal Life, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance
Education
Siena College 2008 — 2012
Bachelor's Degree, Finance, General
Saint Anthony's High School
New York Life Insurance Company February 1989 - Present
Mutual Benefit Life Insurance Company July 1978 - February 1989
Skills
Insurance, Financial Services, PMO, SDLC, Business Analysis, Disaster Recovery, Sales, Project Management, Customer Service, Vendor Management, Requirements Gathering
Education
Seton Hall University 1974 — 1978
Bachelor of Science (BS) - Business Administration, Marketing/Marketing Management, General
KHL & Associates, PLLC January 2013 - Present
MetLife October 2012 - December 2012
New York Life Insurance Company February 2010 - October 2012
New York Life Insurance Company February 2006 - January 2010
National Assembly of Korea February 2003 - December 2003
The Korea Daily March 1999 - June 2002
JoongAng Ilbo September 1990 - February 1999
Skills
Estate Planning, Wealth Management, Insurance, Investments, Business Planning, Personal Tax Planning, Corporate Governance, Business Tax Planning, Corporate Law, Finance, Retirement Planning, Financial Services, Financial Planning, Retirement, Business Strategy, Asset Management, Employee Benefits, Management, Leadership
Education
The Catholic University of America, Columbus School of Law 2008 — 2012
Juris Doctor, Law
Seoul National University 1985 — 1990
B.A., Political Science (International Relations)
Seguros Monterrey New York Life March 2015 - Present
New York Life Insurance Company February 1995 - February 2015
Skills
Training, Recruiting, Leadership, Team Leadership, Retirement, Finance, Financial Services, Business Planning, Analysis, IRAs, Insurance, Retirement Planning, Employee Benefits, Fixed Annuities, Management, Estate Planning, Life Insurance, Financial Planning
Education
The American College 1977 — 1979
Masters, Business
Seton Hall University 1967 — 1971
Majored in Psychology
Red Bank Catholic High 1962 — 1967
Freelance / Graphic Design Services 2004 - Present
New York Life Insurance Company October 2009 - March 2011
Vertex Printing February 2009 - May 2009
Lumiram Electric Corporation November 2006 - July 2008
Skills
Web Design, Graphic Design, InDesign, Layout, Image Editing, Logo Design
Education
School of Visual Arts 2008 — 2012
Print and Web Design
School of Visual Arts 2007 — 2010
N/A, Graphic Arts
Standard & Poor's January 2015 - Present
NYL Investors April 2010 - January 2015
New York Life Insurance and Annuity C September 2009 - April 2010
New York Life Insurance Company May 2008 - September 2009
New York Life Insurance Company November 2006 - May 2008
Health Science Center for Continuing Medical Education May 2005 - November 2006
Education
Seton Hall University 2001 — 2005
BA, Sports Management
Pace University-New York
Master of Business Administration (MBA), Finance and Financial Management Services
No Company 2012 - Present
Connecticut Acquisitions Group October 2012 - December 2012
New York Life Insurance Company March 2012 - August 2012
MoveThatBlock.com October 2010 - March 2012
Skills
Bloomberg Certified, Strongly self-motivated, Build Strong Teams, Sales Presentations, Public Speaking, Marketing, Management, Leadership, Finance, Recruiting, Time Management, Bloomberg Terminal, Microsoft Office, Social Networking, Research
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
Trumbull High School 2004 — 2008
New York Life Insurance Company July 2011 - Present
Prudential Financial March 2006 - July 2011
Dealogic February 2004 - March 2006
Northward Center 2003 - 2004
Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Financial Risk, Bloomberg, Derivatives, Securities, VBA, Investment Banking, Alternative Investments, Risk Management, Bonds, Asset Allocation, Investment Management, Relationship Management, Investment Strategies, Market Data, Bloomberg Terminal, Asset Managment, Life Insurance, Barclays Point, Fixed Income Analysis, Institutional..., Management Due Diligence
Education
Seton Hall University 2001 — 2004
MBA
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.)
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company October 2011 - Present
New Jersey Department of Banking and Insurance March 2009 - October 2011
National Atlantic Holdings Corp. January 2006 - August 2008
N.J. Dep't. of Banking & Insurance 2002 - 2006
New Jersey Senate May 1999 - October 2002
Skills
Government, Insurance, Insurance Law, Leadership, Policy, Policy Analysis, Public Policy, Public Speaking, Strategic Planning
Education
Seton Hall University School of Law 1993 — 1996
JD, Law
University of Rochester 1989 — 1993
BA, History and Political Science
Germantown Academy 1985 — 1989
High School
Cushman & Wakefield January 2013 - Present
All Towne Realty July 2004 - Present
Cushman & Wakefield June 2010 - December 2012
Cushman & Wakefield May 2008 - June 2010
UBS 2006 - 2008
New York Life Insurance Company July 2005 - September 2006
Skills
Financial Analysis, Process Improvement, Strategic Planning, Budgets, Microsoft Excel, Analysis, Financial Modeling, Finance, Real Estate Transactions, Corporate Real Estate, Cash Flow, Real Estate, Strategic Financial..., Valuation, Asset Management, Contract Negotiation, Due Diligence, Financial Planning
Education
Texas A&M Commerce 2009 — 2011
M.B.A.
Seton Hall University 2001 — 2005
BSBA, Finance
Medline Industries August 2011 - Present
Burlington Medical Supplies, INC. August 2010 - June 2011
Guardian Life Insurance December 2008 - August 2010
New York Life Insurance Company November 2004 - December 2008
Education
Siena College 1999 — 2002
Chaminade High School 1995 — 1998
Volkswagen June 2008 - Present
Yum! Brands July 2007 - June 2008
Verizon January 2007 - July 2007
Alticor March 2005 - November 2006
New York Life Insurance Company August 2004 - January 2005
ADP May 2003 - June 2004
Pooja Graphics / Akshar Graphics 1998 - 2000
Skills
Adobe CQ 5.5/Adobe..., DevOps / Continous..., Liferay 6.0, 6.2, WebSphere Portal Server..., WebSphere Application..., IBM Tivoli Access..., Sun One LDAP Server 6.3, Apache Httpd Server..., Tomcat Server 6.x, 7.x,..., Bash Shell Scripting, Jboss 7, Java, JSP, JQuery and..., dynaTrace, Sitescope, WebSphere Process Server, WebSphere Business..., IIS 6.0/7.0, Google Search Appliance, Oracle Reports Server, ITIL, Portals, IT Management, Integration, IT Strategy, SDLC, Project Management, Enterprise Architecture, SQL, Automotive, Process Improvement, Management, Requirements Analysis, Team Leadership, Change Management, Vendor Management
Education
University of Illinois Springfield
MS, Computer Science
Maharaja Sayajirao University of Baroda 1997 — 1999
M. Sc., Applied Physics
Sardar Patel University 1993 — 1997
B. Sc., Physics
Sardar Patel University 1993 — 1996
B. Sc., Chemistry
rachelle ferreira LLC July 2014 - Present
New York Life Insurance Company May 2013 - July 2014
Cast Partner April 2013 - December 2013
Unlikely Heroes 2012 - 2013
Child Abuse Prevention Coordinating Council 2012 - 2012
GenerateHope August 2010 - August 2011
Hume Lake Christian Camps September 2008 - July 2011
San Diego National Bank 2006 - 2006
Skills
Non-profits, Event Planning, Fundraising, Nonprofits, Training, Customer Service, Management, Discipleship, Strategy, Advertising, Social Media, Staff Development, Grant Writing, Public Speaking
Education
Seattle Pacific University - School of Business and Economics 2008 — 2008
B.A., Business Administration with emphasis in Management
New York Life Insurance Company March 2014 - Present
Protocols, LLC October 2013 - January 2014
Protocols, LLC 2014 - 2014
Provider Resources, Inc. January 2013 - October 2013
RLS Underwriting February 2012 - January 2013
Symetra 2002 - February 2012
Symetra Financial 2002 - 2012
PacifiCare Health Systems 2000 - 2002
Skills
Insurance, Healthcare, Structured Settlement..., Medicare/Medicaid..., Health Insurance, Medicare, HIPAA, Employee Benefits, Clinical Research, Nursing, Leadership, Underwriting, Medicine, Hospitals, Process Improvement, Managed Care, Fixed Annuities, Strategic Planning, Life Insurance, Liability, Claim, Disability Insurance
Education
MSA Training program 2012 — 2012
MSCC Certification, Medicare Set aside allocation work
Seattle University 1990 — 1999
BABA/BSN, Business Mngt./Nursing
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company December 2010 - July 2012
New York Life Insurance Company September 2007 - December 2010
New York Life Insurance Company September 2005 - September 2007
Skills
Product Analysis, Fixed Annuities, Variable Annuities, Series 7, Series 63, Microsoft Excel, Mutual Funds, Financial Analysis, Variable Products, Life..., NYS Notary Public, LUTCF, Strategic Financial..., Insurance, Investments
Education
Seton Hall University 2008 — 2010
Masters of Business Administration, Finance
University of Delaware 2000 — 2004
Bachelor of Arts, Criminal Justice
New York Life 2004 - Present
New York Life Insurance Company July 2013 - Present
Skills
Life Insurance, Strategic Communications, Internal Communications, Leadership, Insurance, Strategy, Team Building, Financial Services, Change Management
Education
Siena College 1987 — 1991
BA, English
New York Life Insurance Company June 2012 - Present
Morgan Stanley Wealth Management 2010 - 2012
Wachovia Bank, NA May 2008 - June 2010
Wachovia April 2008 - May 2010
Lehman Brothers June 2005 - May 2008
Weichert Commercial Realtors January 2004 - June 2005
Julien J Studley, Inc May 1996 - February 2004
Education
Seton Hall University 1989 — 1993
BS, Communication
Dune Lake Properties September 2011 - Present
New York Life Insurance Company December 2011 - February 2013
International Paper May 2009 - September 2009
Weyerhaeuser October 2006 - May 2009
State Farm October 1988 - August 2006
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Health Insurance, Retirement, Employee Benefits
Education
Shorecrest 1971 — 1973
Shoreline Community College
New York Life Insurance Company March 2008 - Present
Financial Services Institute September 1999 - January 2007
Education
Schoolcraft College 1980 — 1982
Associates, Liberal Arts, Finance
New York Life Insurance Company August 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Academy of Business Leadership June 2009 - September 2009
Skills
Financial Analysis, Business Planning, Financial Advisory, Mutual Funds, Securities, Wealth Management, Strategic Financial..., Access, Fixed Income, Financial Services, Risk Management, Rollovers, Multi-generational..., Education Funding, Wealth Preservation..., Financial Planning
Education
University of California, Davis 2008 — 2012
Bachelor's degree, Managerial Economics
Sapienza Università di Roma
Sapienza Università di Roma
Van Nuys High School
Van Nuys High School
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company July 2011 - September 2013
New York Life Insurance Company February 2010 - July 2011
New York Life Insurance Company March 2009 - February 2010
New York Life Insurance Company July 2008 - March 2009
New York Life Insurance Company July 2006 - July 2008
Skills
Recruiting, Customer Retention, Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Financial Services, Fixed Annuities, Leadership, Retirement, Training
Education
Siena Heights University 1993 — 1998
BA, Psychology
Independent Marketing Consultant January 2012 - Present
Independent Insurance Brokerage July 2011 - Present
MetLife October 2008 - June 2011
New York Life Insurance Company June 2004 - October 2008
Skills
Commercial Insurance, General Insurance, Marketing Strategy, Business Development, Retirement, Series 6, Series 63, Series 65, Life & Health Insurance..., Financial Advisory
Education
The American College 2005 — 2008
CLU, CHFC, LUTCF Certificates, Insurance and Financial Services
University of Phoenix 2002 — 2005
Master of Business Administration (MBA), Marketing/Marketing Management, General
Shahid Beheshti University 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
New York Life Investment Mgmt January 2014 - Present
New York Life Insurance Company 2003 - Present
New York Life Insurance Company 1991 - 2003
Education
Siena College 1987 — 1991
BBA, Accounting
New York Life Insurance Company August 2014 - Present
Education
Seattle Central Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Human Services/Chemical Dependency
New York Life Insurance Company November 2001 - Present
Skills
Disaster Recovery, Vendor Management, Information Technology, VMware, IT Operations, Technical Support, System Administration, Active Directory, Business Analysis, ITIL, SharePoint, SDLC, IT Management, IT Service Management, System Deployment
Education
Seton Hall University
BS, Business Administration
The Chubb Institute
Certificate, Networking & Data Communications
New York Life Insurance Company June 2004 - Present
Allmerica Financial 1998 - 2002
PaineWebber 1991 - 1998
PaineWebber 1991 - 1998
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Insurance, Wealth Management, Investments, Retirement, Series 6, Life Insurance, Strategic Financial..., Series 24, Securities, Series 65, Asset Allocation, Asset Managment, Estate Planning, Investment Advisory
Education
Seton Hall University 1975 — 1981
MAT, Education
PR Newswire May 2004 - Present
DVC March 2001 - May 2004
ABB September 1999 - March 2001
New York Life Insurance Company July 1994 - September 1999
Skills
Financial Reporting, Budgets, Microsoft Excel, Accounting, Financial Analysis, Finance, General Ledger, Microsoft Word, Managerial Finance, Account Reconciliation, Financial Accounting, Oracle, ADI, Variance Analysis, Headcount Reporting, Trend Analysis, Reporting & Analysis, Crystal Reports, Oracle Reports, Oracle General Ledger, Analysis, Management, Revenue Recognition, Management Accounting, Corporate Finance
Education
Seton Hall University 1994 — 1998
Master of Business Administration (M.B.A.), Accounting, 3.0
Seton Hall University 1990 — 1994
Bachelor's degree, Accounting, 3.0
New York Life Insurance Company March 2010 - Present
New York Life Insurance Company 2007 - 2010
Education
Siena College 1998 — 2002
BA Economics and Finance, Economics Finance
New York Life Insurance Company July 2008 - Present
New York Life Insurance Company October 2003 - July 2008
New York Life Insurance Company August 2000 - September 2003
Skills
Standards Compliance
Education
Seton Hall University 1989 — 1993
Bachelor of Science, Business
Seminole County Public Schools August 2015 - Present
New York Life Insurance Company June 2011 - Present
n/a August 2009 - Present
University of Central Florida May 2009 - January 2010
Education
University of Central Florida 2007 — 2009
B.S., Health Science
Seminole Community College 2006 — 2007
A.A.
University of Toronto Mississauga Students Union November 2007 - Present
Compuccount Accounting and Consulting Services January 1989 - November 2007
New York Life Insurance Company August 1985 - November 1988
Skills
Quickbooks, Accounts Payable, General Ledger, Payroll, Accounts Receivable, Accounting, Excel, Financial Reporting, Bookkeeping, Reconciliation, Budgeting, Account Reconciliation, Reconciliations, Payroll Processing, Budgets, QuickBooks, Cash Flow, Financial Accounting, Data Entry, Microsoft Excel, Variance Analysis, Microsoft Office, Time Management, PowerPoint, Public Speaking
Education
Sheridan College 2008 — 2010
certificate, accounting
Ryerson
Accounting
New York Life Insurance Company September 2001 - 2012
Skills
Long Term Care Insurance, Universal Life, Life Insurance, Estate Planning, Series 63, Strategic Financial..., Insurance, Mutual Funds, Investments, 401k, Wealth Accumulation, Roth IRA, Financial Planners, Financial Advisory, 401k Rollovers, Series 6, Wealth, 529 Plans, Health Insurance, Variable Annuities, Buy-sell Agreements, Guaranteed Lifetime..., Key Person Protection, Permanent Life Insurance, Retirement Savings, Rollovers, Variable Life, Key Person Insurance, Critical Illness
Education
Seattle University
BA in Business Admin.
The American College
CLU
Atlas Insurance Agency, Inc. March 2015 - Present
Pacific Administrators, Inc. January 2013 - February 2015
New York Life Insurance Company April 2009 - February 2013
Pacific EMPRINTS August 2007 - August 2008
Education
The American College 2010 — 2012
LUTCF
Seattle University 2002 — 2006
Bachelor of Arts (B.A.), French
I.U.T. de Nantes 2005 — 2005
French
Sacred Hearts Academy 1998 — 2002
High School Diploma
New York Life Insurance Company February 2015 - Present
Self-employed 2005 - Present
Skills
Graphic Design, Illustrator, Logo Design, Illustration, Adobe Creative Suite, Photoshop, InDesign, Graphics, Typography, Layout, Life Insurence..., Lifetime Income..., Asset Protection, Estate Planning, Income Protection, Education Funding..., Retirement Income..., Retirement Planning, Term Life Insurance, Universal Life, Whole Life Insurance, Protection..., Building Relationships, Creative Problem Solving, New Business Development, Strategic Planning
Education
Savannah College of Art and Design 2005 — 2008
Graphic Design, Illustration
New York Life Insurance Company August 2011 - Present
Horizon House retirement home July 2008 - June 2010
Safeway July 2007 - June 2008
Education
Seattle Central Community College 2008 — 2011
Franklin High School 2004 — 2008
high School Diploma, N/A
New York Life Insurance Company January 2009 - Present
The Morgan Library & Museum January 2007 - January 2009
Jazz at Lincoln Center September 2004 - June 2005
Skills
Event Planning, Nonprofits, Social Media, Fundraising, Event Management, PowerPoint, Public Speaking, Grant Writing
Education
Seton Hall University 2002 — 2006
Bachelor of Arts (BA), Music Performance, General
PricewaterhouseCoopers 2000 - 2008
New York Life Insurance Company September 1996 - February 2000
Education
Siena College 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
SmartBrief April 2015 - Present
SmartBrief June 2014 - Present
New York Life Insurance Company May 2013 - August 2013
Town of Cortlandt Summer Camp July 2011 - August 2012
Skills
Sales
Education
Siena College 2010 — 2014
Bachelor of Science (BS), Marketing
New York Life Insurance Company Range masterBullseye Gun ShopApril 2014 - August 2014
Veterans Development Corporation, Inc. January 2013 - December 2013
Skills
Fixed Annuities, Life Insurance, Retirement Planning
Education
Seminole State College of Florida 2015 — 2016
Certificate, Automobile/Automotive Mechanics Technology/Technician
New York Life Insurance Company August 2013 - Present
New York Life Insurance Company August 2006 - August 2013
ASD LABS, INC. February 2005 - August 2006
Skills
CSS, CSS Sprites, HTML5, JavaScript, User Interface Design, Project Management, Creative Direction, Brand Management, Photoshop, Responsive Web Design, Mobile Web Design
Education
Savannah College of Art and Design
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2015 - Present
FIS March 1995 - June 2015
Skills
Business Planning, Life Insurance, Protection Planning, Customer Satisfaction, Risk Management, Analysis, College Education..., Retirement Planning, Financial Planning
Education
Siena College 1983 — 1987
Bachelor's degree, Computer Science