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.
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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
Benny Burison Benny Burison's New York Life Insurance Company Experience January 2006 - December 2013
Job President at Strategic Wealth Advisory Group, LLC
Industry Financial Services
Experience
Strategic Wealth Advisory Group, LLC January 2013 - Present
New York Life Insurance Company January 2006 - December 2013
Skills
Strategic Planning, Management, Customer Service, Leadership, Sales, Project Management, Microsoft Office, Marketing, Team Building, Public Speaking
Education
South Carolina State University 1992 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Strategic Wealth Advisory Group, LLC January 2013 - Present
New York Life Insurance Company January 2006 - December 2013
Skills
Strategic Planning, Management, Customer Service, Leadership, Sales, Project Management, Microsoft Office, Marketing, Team Building, Public Speaking
Education
South Carolina State University 1992 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Matthew Pennino Matthew Pennino's New York Life Insurance Company Experience September 2014 - August 2015
Job Staff Geologist at Byer Geotechnical, Inc
Industry Environmental Services
Experience
New York Life Insurance Company September 2014 - August 2015
IOTEC (Integrated Office Technology) July 2012 - July 2014
Edward Jones Investments January 2012 - July 2012
Education
Southern Methodist University 2007 — 2011
BA, Geology
La Canada High School 2003 — 2007
New York Life Insurance Company September 2014 - August 2015
IOTEC (Integrated Office Technology) July 2012 - July 2014
Edward Jones Investments January 2012 - July 2012
Education
Southern Methodist University 2007 — 2011
BA, Geology
La Canada High School 2003 — 2007
David Felte David Felte's New York Life Insurance Company Experience February 2001 - August 2005
Job Partner at Salmon Felte; helping people bring clarity to their finances
Industry Investment Management
Experience
Salmon * Felte August 2005 - Present
New York Life Insurance Company February 2001 - August 2005
First American Title June 1998 - January 2000
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Insurance, Asset Allocation, Estate Planning, Health Insurance, Mutual Funds, Wealth Preservation..., Protection..., Asset Protection, Life Insurance, Securities, 401(k) Rollovers, Public Speaking, Financial Planning, Sales, Finance, Management
Education
Sonoma State University 1998 — 2001
BS & BA, Finance, Economics, Accounting
Calaveras High School 1994 — 1997
Salmon * Felte August 2005 - Present
New York Life Insurance Company February 2001 - August 2005
First American Title June 1998 - January 2000
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Insurance, Asset Allocation, Estate Planning, Health Insurance, Mutual Funds, Wealth Preservation..., Protection..., Asset Protection, Life Insurance, Securities, 401(k) Rollovers, Public Speaking, Financial Planning, Sales, Finance, Management
Education
Sonoma State University 1998 — 2001
BS & BA, Finance, Economics, Accounting
Calaveras High School 1994 — 1997
Kevin Sippel Kevin Sippel's New York Life Insurance Company Experience October 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
Kevin Sippel June 1976 - October 2012
Portland Christian Schools August 2003 - June 2012
Primerica July 2003 - July 2007
Warner Pacific College August 1998 - May 2003
Cascade College 1999 - 2001
Columbia Christian College 1991 - 1993
Skills
Life Insurance, Insurance, Retirement, Sales, Small Business, Disability Insurance, Public Speaking, Fixed Annuities, Music, Community Outreach, Retirement Planning, Key Person Protection, Estate Planning, Licensed Life Insurance..., Term Life Insurance, Editing, Legacies, Wealth Preservation..., Gifting Strategies, Orchestral Music, Guitar, Band, 401(k) rollover, Annuity Sales, Protection..., Licensed in Long-term..., Long-term Care
Education
University of Denver 1985 — 1987
Master of Arts (M.A.), Music
South Dakota State University 1977 — 1981
Bachelor's degree, Music Education
New York Life Insurance Company October 2012 - Present
Kevin Sippel June 1976 - October 2012
Portland Christian Schools August 2003 - June 2012
Primerica July 2003 - July 2007
Warner Pacific College August 1998 - May 2003
Cascade College 1999 - 2001
Columbia Christian College 1991 - 1993
Skills
Life Insurance, Insurance, Retirement, Sales, Small Business, Disability Insurance, Public Speaking, Fixed Annuities, Music, Community Outreach, Retirement Planning, Key Person Protection, Estate Planning, Licensed Life Insurance..., Term Life Insurance, Editing, Legacies, Wealth Preservation..., Gifting Strategies, Orchestral Music, Guitar, Band, 401(k) rollover, Annuity Sales, Protection..., Licensed in Long-term..., Long-term Care
Education
University of Denver 1985 — 1987
Master of Arts (M.A.), Music
South Dakota State University 1977 — 1981
Bachelor's degree, Music Education
Sue Metzheiser Sue Metzheiser's New York Life Insurance Company Experience August 2012 - December 2013
Job Executive Recruiter at The Butlers Company Insurance Recruiters
Industry Staffing and Recruiting
Experience
The Butlers Company Insurance Recruiters January 2014 - Present
New York Life Insurance Company August 2012 - December 2013
TAMCO January 2011 - August 2012
Sprint Nextel 1993 - 2000
Skills
Customer Service, Sales Management, Recruiting, Budgets, Account Management, Marketing Communications, Non-profits, Direct Sales, Sales, Operations Management, Insurance, Event Planning, Business Development, Team Building, Leadership, Team Leadership
Education
Slippery Rock University of Pennsylvania
Bachelor of Arts (B.A.), Communication, General
The Butlers Company Insurance Recruiters January 2014 - Present
New York Life Insurance Company August 2012 - December 2013
TAMCO January 2011 - August 2012
Sprint Nextel 1993 - 2000
Skills
Customer Service, Sales Management, Recruiting, Budgets, Account Management, Marketing Communications, Non-profits, Direct Sales, Sales, Operations Management, Insurance, Event Planning, Business Development, Team Building, Leadership, Team Leadership
Education
Slippery Rock University of Pennsylvania
Bachelor of Arts (B.A.), Communication, General
Martha Nelson Martha Nelson's New York Life Insurance Company Experience May 2012 - August 2013
Job Tax Associate at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers June 2014 - August 2014
PricewaterhouseCoopers, LLP January 2014 - March 2014
New York Life Insurance Company May 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Social Media, Public Speaking, Event Planning, Time Management, Access, Teamwork, Tax Accounting, Publicly Traded..., Life Insurance, Negotiation, Entrepreneurship, Leadership
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Accounting - Taxation
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor's Degree, Accounting
Walnut Grove Christian School 2006 — 2010
PricewaterhouseCoopers June 2014 - August 2014
PricewaterhouseCoopers, LLP January 2014 - March 2014
New York Life Insurance Company May 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Social Media, Public Speaking, Event Planning, Time Management, Access, Teamwork, Tax Accounting, Publicly Traded..., Life Insurance, Negotiation, Entrepreneurship, Leadership
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Accounting - Taxation
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor's Degree, Accounting
Walnut Grove Christian School 2006 — 2010
Daniel Tinkham, MBA's New York Life Insurance Company Experience July 2010 - December 2010
Job Retirement Relationship Manager at Fidelity Investments, and Owner of TinkhamMorin Business Brokers
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Tinkham-Morin Business Brokers January 2013 - Present
Fidelity Investments October 2012 - September 2013
Fidelity Investments January 2012 - October 2012
Fidelity Investments January 2011 - December 2011
New York Life Insurance Company July 2010 - December 2010
TD Bank USA June 2006 - July 2010
Paradigm Design September 2009 - May 2010
Sportszone July 2005 - March 2007
Skills
Research, Problem Solving, Excel, PowerPoint, Customer Service, Public Speaking, Time Management
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Concentration in Finance, 4.0
Southern New Hampshire University 2007 — 2010
Business Administration, Finance, 3.58
Southern New Hampshire University 2007 — 2010
2010 BS, Business Administration
Fidelity Investments September 2013 - Present
Tinkham-Morin Business Brokers January 2013 - Present
Fidelity Investments October 2012 - September 2013
Fidelity Investments January 2012 - October 2012
Fidelity Investments January 2011 - December 2011
New York Life Insurance Company July 2010 - December 2010
TD Bank USA June 2006 - July 2010
Paradigm Design September 2009 - May 2010
Sportszone July 2005 - March 2007
Skills
Research, Problem Solving, Excel, PowerPoint, Customer Service, Public Speaking, Time Management
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Concentration in Finance, 4.0
Southern New Hampshire University 2007 — 2010
Business Administration, Finance, 3.58
Southern New Hampshire University 2007 — 2010
2010 BS, Business Administration
Kim Crutcher Kim Crutcher's New York Life Insurance Company Experience 1997 - 2001
Job Chief Operating Officer at Iowa Home Based Services
Industry Mental Health Care
Experience
Iowa Home Based Services June 2014 - Present
Crutcher Rental Properties July 1995 - Present
First Resources Corporation October 2013 - May 2014
Optimae LifeServices December 2003 - February 2013
New York Life Insurance Company 1997 - 2001
Skills
Project Management, Customer Loyalty..., Brand Management, Marketing Planning, New Business Development, Strategic Communications, Technical Writing, Property Management, Market Planning, Leadership, Marketing, Crisis Intervention, Budgets, Management
Education
Columbia Southern University 2009 — 2013
MBA, Marketing, 4.0
Truman State University 1984 — 1986
Bachelor of Science, Psychology
Southeastern Community College 1982 — 1984
Associate of Arts (A.A.), General Studies
Fort Madison High School
Iowa Home Based Services June 2014 - Present
Crutcher Rental Properties July 1995 - Present
First Resources Corporation October 2013 - May 2014
Optimae LifeServices December 2003 - February 2013
New York Life Insurance Company 1997 - 2001
Skills
Project Management, Customer Loyalty..., Brand Management, Marketing Planning, New Business Development, Strategic Communications, Technical Writing, Property Management, Market Planning, Leadership, Marketing, Crisis Intervention, Budgets, Management
Education
Columbia Southern University 2009 — 2013
MBA, Marketing, 4.0
Truman State University 1984 — 1986
Bachelor of Science, Psychology
Southeastern Community College 1982 — 1984
Associate of Arts (A.A.), General Studies
Fort Madison High School
Chuck Whittom Chuck Whittom's New York Life Insurance Company Experience August 2012 - September 2012
Job Licensed Insurance Agent at FUTURITY FIRST Insurance Group
Industry Financial Services
Experience
FUTURITY FIRST Insurance Group September 2012 - Present
New York Life Insurance Company August 2012 - September 2012
Planto Roe Financial Services October 2011 - June 2012
H&R Block December 2010 - April 2011
Period of early retirement February 2004 - November 2010
Smith Barney / Citbank May 1979 - January 2004
TRCC Three Rivers Community College June 1977 - May 1979
Anderson University May 1970 - June 1977
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Estate Planning, Disability Insurance, Long-term Care, Financial Advisory, IRAs, Wealth Management, Term Life Insurance, Investment Advisory, Whole Life
Education
Anderson Universtiy 1967 — 1970
Bachelor of Arts (B.A.), Business Administration
Southeast Missouri State University 1966 — 1967
Business Administration, General
FUTURITY FIRST Insurance Group September 2012 - Present
New York Life Insurance Company August 2012 - September 2012
Planto Roe Financial Services October 2011 - June 2012
H&R Block December 2010 - April 2011
Period of early retirement February 2004 - November 2010
Smith Barney / Citbank May 1979 - January 2004
TRCC Three Rivers Community College June 1977 - May 1979
Anderson University May 1970 - June 1977
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Estate Planning, Disability Insurance, Long-term Care, Financial Advisory, IRAs, Wealth Management, Term Life Insurance, Investment Advisory, Whole Life
Education
Anderson Universtiy 1967 — 1970
Bachelor of Arts (B.A.), Business Administration
Southeast Missouri State University 1966 — 1967
Business Administration, General
David Kaestner David Kaestner's New York Life Insurance Company Experience 2000 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC January 2008 - Present
New York Life Insurance Company 2000 - Present
Charles City School District 1997 - 2000
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement Planning, Retirement, Small Business, Disability Insurance, Life Insurance, Accounting, Wealth Management, Investment Advisory..., Health Insurance, Term Life Insurance, Casualty, Fixed Annuities, Strategic Financial..., Long-term Care, 401k, Finance, Licensed in Long-Term..., Gifting Strategies, Legacies, LUTCF, Multi-generational..., Multi-generational..., Wealth Preservation..., Asset Protection, Succession Planning
Education
Simpson College 1992 — 1996
Bachelor of Arts (BA), History
Benton Community
Eagle Strategies, LLC January 2008 - Present
New York Life Insurance Company 2000 - Present
Charles City School District 1997 - 2000
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement Planning, Retirement, Small Business, Disability Insurance, Life Insurance, Accounting, Wealth Management, Investment Advisory..., Health Insurance, Term Life Insurance, Casualty, Fixed Annuities, Strategic Financial..., Long-term Care, 401k, Finance, Licensed in Long-Term..., Gifting Strategies, Legacies, LUTCF, Multi-generational..., Multi-generational..., Wealth Preservation..., Asset Protection, Succession Planning
Education
Simpson College 1992 — 1996
Bachelor of Arts (BA), History
Benton Community
Rick Kester Rick Kester's New York Life Insurance Company Experience June 2014 - Present
Job Manager, InsuranceLife and Annuity at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
National Life Group November 2009 - May 2014
MetLife 2004 - 2009
New England Financial December 2003 - August 2004
US Navy Reserve September 1998 - March 2002
US Navy September 1994 - July 1999
Skills
Series 6, Series 63, Series 26, Fixed Annuities, Variable Annuities, Indexed Annuities, Partner Relationship..., Operational Efficiency, FINRA, Retirement Planning
Education
Southern Nazarene University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
New York Life Insurance Company June 2014 - Present
National Life Group November 2009 - May 2014
MetLife 2004 - 2009
New England Financial December 2003 - August 2004
US Navy Reserve September 1998 - March 2002
US Navy September 1994 - July 1999
Skills
Series 6, Series 63, Series 26, Fixed Annuities, Variable Annuities, Indexed Annuities, Partner Relationship..., Operational Efficiency, FINRA, Retirement Planning
Education
Southern Nazarene University 2006 — 2008
Master of Business Administration (MBA), Finance, General
Southern Nazarene University 2002 — 2003
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Joe Green's New York Life Insurance Company Experience November 2008 - February 2010
Job Resource Development Manager at Modis
Industry Staffing and Recruiting
Experience
Modis February 2014 - Present
American TV April 2011 - February 2014
New York Life Insurance Company November 2008 - February 2010
Skills
Sales, Investments, Finance, Insurance, Project Planning, Retail, Customer Service, Marketing, Sales Management, Cold Calling, Inventory Management, Merchandising, Customer Satisfaction, Leadership, Forecasting, PowerPoint, Microsoft Excel, Selling, Public Speaking, Employee Training, Training, Time Management, Customer Retention, Recruiting, Email Marketing, Account Management, Sales Operations, Direct Sales, Vendor Management, Management, SDLC
Education
University of Northern Iowa 2005 — 2008
Bachelor of Arts (B.A.), Marketing
South Dakota State University 2003 — 2005
Economics
Modis February 2014 - Present
American TV April 2011 - February 2014
New York Life Insurance Company November 2008 - February 2010
Skills
Sales, Investments, Finance, Insurance, Project Planning, Retail, Customer Service, Marketing, Sales Management, Cold Calling, Inventory Management, Merchandising, Customer Satisfaction, Leadership, Forecasting, PowerPoint, Microsoft Excel, Selling, Public Speaking, Employee Training, Training, Time Management, Customer Retention, Recruiting, Email Marketing, Account Management, Sales Operations, Direct Sales, Vendor Management, Management, SDLC
Education
University of Northern Iowa 2005 — 2008
Bachelor of Arts (B.A.), Marketing
South Dakota State University 2003 — 2005
Economics
Michael Apple's New York Life Insurance Company Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
First Southwest Company June 2012 - August 2012
Interstate Batteries June 2011 - August 2011
Skills
Life Insurance, Retirement Planning, Mutual Funds, Investments, 401k Rollovers, Financial Services, Key Person Protection, Wealth Preservation..., Annuity Sales
Education
Southern Methodist University 2014 — 2015
Certificate Program in Financial Planning
Texas A&M University 2009 — 2013
Bachelor of Business Administration, Finance
New York Life Insurance Company November 2013 - Present
First Southwest Company June 2012 - August 2012
Interstate Batteries June 2011 - August 2011
Skills
Life Insurance, Retirement Planning, Mutual Funds, Investments, 401k Rollovers, Financial Services, Key Person Protection, Wealth Preservation..., Annuity Sales
Education
Southern Methodist University 2014 — 2015
Certificate Program in Financial Planning
Texas A&M University 2009 — 2013
Bachelor of Business Administration, Finance
Peter Fairchild Peter Fairchild's New York Life Insurance Company Experience March 2010 - January 2014
Job Senior Vice President Operations & Administration at Covala Group
Industry Financial Services
Experience
NFP Executive Benefits November 2014 - Present
New York Life Insurance Company March 2010 - January 2014
New York Life Insurance Company November 2008 - March 2010
Independent Financial February 2007 - June 2008
TD Waterhouse August 2001 - May 2006
TD Waterhouse February 1994 - August 2001
Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management
Education
Southern Methodist University 1988 — 1992
History
Pomfret School 1984 — 1988
NFP Executive Benefits November 2014 - Present
New York Life Insurance Company March 2010 - January 2014
New York Life Insurance Company November 2008 - March 2010
Independent Financial February 2007 - June 2008
TD Waterhouse August 2001 - May 2006
TD Waterhouse February 1994 - August 2001
Skills
CRM, Management, Leadership, Strategic Planning, Call Centers, Mutual Funds, Customer Service, Securities, Financial Services, Series 7, Wealth Management, Vendor Management, Strategy, Equities, Financial Markets, Investments, Visio, Call Center, Operations Management, Portfolio Management, Risk Management, Fixed Income, Product Training, Financial Modeling, Insurance, Alternative Investments, Cross Selling, Series 63, Training, Mentoring, Employee Engagement, Brokerage, Cisco VoIP, Hiring Personnel, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Change Management, Team Building, Team Leadership, Organizational..., Budgets, Banking, FINRA, Retirement, Financial Advisory, Trading, Customer Satisfaction, Relationship Management
Education
Southern Methodist University 1988 — 1992
History
Pomfret School 1984 — 1988
Rozmin Daya Rozmin Daya's New York Life Insurance Company Experience June 2015 - Present
Job Data Scientist / Statistician Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
University of Massachusetts Amherst February 2014 - May 2015
ATLAS @ CERN 2007 - 2015
Brandeis University October 2011 - February 2014
Southern Methodist University May 2008 - October 2011
Southern Methodist University August 2006 - May 2008
Skills
Data Analysis, Statistics, Scientific Computing, Science, Data Mining, Experimentation, Particle Physics, Mathematical Modeling, Numerical Analysis, Monte Carlo Simulation, Python, C++, ROOT, Public Speaking, Technical Writing, Unix Shell Scripting, LaTeX, HTML, R, Django, CSS, Github, SQL, Matlab, TWiki, Mathematica, Web Design, Physics, Algorithms, Machine Learning, Programming, Research, Experimental Physics, Scientific Writing
Education
Southern Methodist University 2002 — 2011
PhD, BA, Particle Physics, Physics, Applied Mathematics
New York Life Insurance Company June 2015 - Present
University of Massachusetts Amherst February 2014 - May 2015
ATLAS @ CERN 2007 - 2015
Brandeis University October 2011 - February 2014
Southern Methodist University May 2008 - October 2011
Southern Methodist University August 2006 - May 2008
Skills
Data Analysis, Statistics, Scientific Computing, Science, Data Mining, Experimentation, Particle Physics, Mathematical Modeling, Numerical Analysis, Monte Carlo Simulation, Python, C++, ROOT, Public Speaking, Technical Writing, Unix Shell Scripting, LaTeX, HTML, R, Django, CSS, Github, SQL, Matlab, TWiki, Mathematica, Web Design, Physics, Algorithms, Machine Learning, Programming, Research, Experimental Physics, Scientific Writing
Education
Southern Methodist University 2002 — 2011
PhD, BA, Particle Physics, Physics, Applied Mathematics
Jeff Lison Jeff Lison's New York Life Insurance Company Experience March 2008 - May 2009
Job Professional Recruiter
Industry Staffing and Recruiting
Experience
Insight Global October 2010 - Present
IKON Office Solutions May 2009 - May 2010
New York Life Insurance Company March 2008 - May 2009
Merchants Automotive Group May 2007 - May 2008
Skills
Cold Calling, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Sales, Business Development, Interviews, Leadership, Human Resources, Contract Recruitment, Java, Vendor Management, Management, Networking, Temporary Placement, Consulting, Staffing Services, Internet Recruiting, Employee Benefits, Benefits Negotiation, Start-ups, Staff Augmentation, Sourcing, Screening Resumes
Education
Southern New Hampshire University 2006 — 2009
BS, Business Administration
Insight Global October 2010 - Present
IKON Office Solutions May 2009 - May 2010
New York Life Insurance Company March 2008 - May 2009
Merchants Automotive Group May 2007 - May 2008
Skills
Cold Calling, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Recruiting, Sales, Business Development, Interviews, Leadership, Human Resources, Contract Recruitment, Java, Vendor Management, Management, Networking, Temporary Placement, Consulting, Staffing Services, Internet Recruiting, Employee Benefits, Benefits Negotiation, Start-ups, Staff Augmentation, Sourcing, Screening Resumes
Education
Southern New Hampshire University 2006 — 2009
BS, Business Administration
Nathan Vander Griend Nathan Vander Griend's New York Life Insurance Company Experience January 2006 - September 2007
Job President at ERI Solutions, Inc.
Industry Insurance
Experience
ERI Solutions, Inc. January 2013 - Present
ERI Solutions, Inc. January 2012 - December 2012
ERI Solutions, Inc. September 2007 - January 2012
New York Life Insurance Company January 2006 - September 2007
Skills
Risk Management, Strategic Planning, Process Engineering, Insurance, Energy, Renewable Energy, New Business Development, Process Improvement, Operations Management, EHS, Project Management, Mergers, Business Development, Analysis, Contract Negotiation, Engineering, Management, Manufacturing, Mergers, Project Planning, Program Management, Contract Management, Continuous Improvement, Change Management, Six Sigma, Start-ups, Strategy, Business Planning, Business Strategy
Education
South Dakota State University
Business Admin/Finance
ERI Solutions, Inc. January 2013 - Present
ERI Solutions, Inc. January 2012 - December 2012
ERI Solutions, Inc. September 2007 - January 2012
New York Life Insurance Company January 2006 - September 2007
Skills
Risk Management, Strategic Planning, Process Engineering, Insurance, Energy, Renewable Energy, New Business Development, Process Improvement, Operations Management, EHS, Project Management, Mergers, Business Development, Analysis, Contract Negotiation, Engineering, Management, Manufacturing, Mergers, Project Planning, Program Management, Contract Management, Continuous Improvement, Change Management, Six Sigma, Start-ups, Strategy, Business Planning, Business Strategy
Education
South Dakota State University
Business Admin/Finance
David N. Nelson, CLTC, LUTCF David N. Nelson, CLTC, LUTCF's New York Life Insurance Company Experience September 2007 - May 2015
Job Managing Director at the Illinois Business Center of Principal Financial Group
Industry Financial Services
Experience
Naifa Chicago July 2014 - Present
NAIFA July 2010 - Present
New York Life Insurance Company September 2007 - May 2015
NAIFA 2010 - 2011
Brokers International Ltd. 2004 - 2009
Guardian Life Insurance October 2004 - August 2007
Max Madsen Mitsubishi 2002 - 2004
Al Piemonte Ford 1998 - 2002
Country Insurance March 1988 - September 1992
Skills
Insurance, Retirement Planning, Annuities, Strategic Financial..., Business Planning, Life Insurance, Fixed Annuities, 401k, Leadership, Term Life Insurance, Retirement, Wealth Management, Disability Insurance, Finance, Mutual Funds, Investments, Financial Services, Health Insurance, Estate Planning, Banking, Long-term Care, Financial Advisory, Securities, Financial Planners, Employee Benefits, IRAs, Small Business, Series 7, Series 63, Underwriting, Long Term Care Insurance, Portfolio Management, Whole Life, Investment Advisory, Asset Management, Series 6, Wealth, Financial Planning
Education
Southern Illinois University, Carbondale 1986 — 1987
Business
York High School 1979 — 1983
Naifa Chicago July 2014 - Present
NAIFA July 2010 - Present
New York Life Insurance Company September 2007 - May 2015
NAIFA 2010 - 2011
Brokers International Ltd. 2004 - 2009
Guardian Life Insurance October 2004 - August 2007
Max Madsen Mitsubishi 2002 - 2004
Al Piemonte Ford 1998 - 2002
Country Insurance March 1988 - September 1992
Skills
Insurance, Retirement Planning, Annuities, Strategic Financial..., Business Planning, Life Insurance, Fixed Annuities, 401k, Leadership, Term Life Insurance, Retirement, Wealth Management, Disability Insurance, Finance, Mutual Funds, Investments, Financial Services, Health Insurance, Estate Planning, Banking, Long-term Care, Financial Advisory, Securities, Financial Planners, Employee Benefits, IRAs, Small Business, Series 7, Series 63, Underwriting, Long Term Care Insurance, Portfolio Management, Whole Life, Investment Advisory, Asset Management, Series 6, Wealth, Financial Planning
Education
Southern Illinois University, Carbondale 1986 — 1987
Business
York High School 1979 — 1983
Dan Petrella Dan Petrella's New York Life Insurance Company Experience May 2014 - Present
Job Helping Business Owners, Families, and Retirees achieve financial greatness in Southern Ilinois
Industry Insurance
Experience
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company May 2014 - Present
Illinois Air National Guard August 2014 - Present
Illinois Army National Guard November 2013 - August 2014
Illinois Army National Guard April 2012 - November 2013
Illinois Army National Guard October 2011 - April 2012
Illinois Army National Guard May 2010 - October 2011
Illinois Army National Guard November 2005 - May 2010
Skills
Wealth Preservation..., Business Succession..., Estate Planning, Risk Management, Buy-sell Agreements, Leadership, Charitable Giving, Business Exit Strategy, Supplements to Employee..., Account Management, Business Insurance..., Investments, 401k Rollovers, IRA Rollovers, Asset Protection, Creative Problem Solving, Education Funding..., Gifting Strategies, Workshop Facilitation, Grandchild Gifting, Insurance, Business Networking, Key Person Insurance, Legacy Planning, Personal Finance, Retirement Planning, Small Business, Annuity Sales, Building Relationships, Communication, Customer Insight, Financial Services, Legacies, Lifetime Income..., Public Speaking, Thought Leadership, Writing, Time Management, Multi-generational..., Multi-generational..., Wealth Transfer...
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelor of Science (BS), Aviation/Airway Management and Operations, Military Science
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company May 2014 - Present
Illinois Air National Guard August 2014 - Present
Illinois Army National Guard November 2013 - August 2014
Illinois Army National Guard April 2012 - November 2013
Illinois Army National Guard October 2011 - April 2012
Illinois Army National Guard May 2010 - October 2011
Illinois Army National Guard November 2005 - May 2010
Skills
Wealth Preservation..., Business Succession..., Estate Planning, Risk Management, Buy-sell Agreements, Leadership, Charitable Giving, Business Exit Strategy, Supplements to Employee..., Account Management, Business Insurance..., Investments, 401k Rollovers, IRA Rollovers, Asset Protection, Creative Problem Solving, Education Funding..., Gifting Strategies, Workshop Facilitation, Grandchild Gifting, Insurance, Business Networking, Key Person Insurance, Legacy Planning, Personal Finance, Retirement Planning, Small Business, Annuity Sales, Building Relationships, Communication, Customer Insight, Financial Services, Legacies, Lifetime Income..., Public Speaking, Thought Leadership, Writing, Time Management, Multi-generational..., Multi-generational..., Wealth Transfer...
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelor of Science (BS), Aviation/Airway Management and Operations, Military Science
Claudia Mendiola Claudia Mendiola's New York Life Insurance Company Experience February 2014 - April 2014
Job Maintenance Clerk at Texas Juvenile Justice Department
Industry Financial Services
Experience
Texas Juvenile Justice Department 2014 - Present
New York Life Insurance Company February 2014 - April 2014
Target June 2012 - November 2013
City of McAllen, TX February 2005 - June 2012
Unicco Service Company April 2002 - December 2004
MET Program/ Workforce November 2001 - February 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Leadership, Microsoft Office, Data Entry, Event Planning, Process Scheduler
Education
The University of Texas-Pan American 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
South Texas College
Associate's degree, Business Administration General
Texas Juvenile Justice Department 2014 - Present
New York Life Insurance Company February 2014 - April 2014
Target June 2012 - November 2013
City of McAllen, TX February 2005 - June 2012
Unicco Service Company April 2002 - December 2004
MET Program/ Workforce November 2001 - February 2002
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Leadership, Microsoft Office, Data Entry, Event Planning, Process Scheduler
Education
The University of Texas-Pan American 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
South Texas College
Associate's degree, Business Administration General
TAM DAO TAM DAO's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Sea Insurance Agency June 2012 - March 2015
Bao Viet Securities Company January 2009 - September 2009
Nam A Bank January 2007 - December 2008
Skills
Data Analysis, Forecasting, Portfolio Management, Project Management, Project Planning, Data Entry, Searching, Customer Service, Microsoft Office
Education
Southern New Hampshire University 2012 — 2014
Master's Degree, Finance, 3.834
Law and Economics University -Viet Nam 2002 — 2006
Bachelor's degree, Economics
New York Life Insurance Company March 2015 - Present
Sea Insurance Agency June 2012 - March 2015
Bao Viet Securities Company January 2009 - September 2009
Nam A Bank January 2007 - December 2008
Skills
Data Analysis, Forecasting, Portfolio Management, Project Management, Project Planning, Data Entry, Searching, Customer Service, Microsoft Office
Education
Southern New Hampshire University 2012 — 2014
Master's Degree, Finance, 3.834
Law and Economics University -Viet Nam 2002 — 2006
Bachelor's degree, Economics
Scott W. Redd Scott W. Redd's New York Life Insurance Company Experience August 2010 - December 2014
Job Owner, Sky Zone Trampoline Park
Industry Recreational Facilities and Services
Experience
Sky Zone Sioux Falls Trampoline Park January 2013 - Present
New York Life Insurance Company August 2010 - December 2014
US Army October 2003 - August 2007
US Army August 1998 - August 2003
US Army August 1994 - August 1996
US Army November 1990 - August 1994
US Army March 1989 - June 1989
US Army December 1987 - March 1989
Skills
MEd, Leadership, Army, Retirement Planning, Investments, Budgets, Military, DoD, Security Clearance, Training, Leadership Development, Organizational..., Team Building, Strategic Planning, Operational Planning, Public Speaking
Education
Dakota Wesleyan University 1980 — 1985
HPER/History, Education
South Dakota State University 1998 — 2000
MEd, Education Administration
Command and General Staff College 2002 — 2003
Certificate, Leadership
Defense Language Institute 1986 — 1987
Certificate, Korean
Sky Zone Sioux Falls Trampoline Park January 2013 - Present
New York Life Insurance Company August 2010 - December 2014
US Army October 2003 - August 2007
US Army August 1998 - August 2003
US Army August 1994 - August 1996
US Army November 1990 - August 1994
US Army March 1989 - June 1989
US Army December 1987 - March 1989
Skills
MEd, Leadership, Army, Retirement Planning, Investments, Budgets, Military, DoD, Security Clearance, Training, Leadership Development, Organizational..., Team Building, Strategic Planning, Operational Planning, Public Speaking
Education
Dakota Wesleyan University 1980 — 1985
HPER/History, Education
South Dakota State University 1998 — 2000
MEd, Education Administration
Command and General Staff College 2002 — 2003
Certificate, Leadership
Defense Language Institute 1986 — 1987
Certificate, Korean
Jermaine Fletcher's New York Life Insurance Company Experience September 2000 - August 2002
Job Insurance Broker at Aviva plc
Industry Insurance
Experience
The Academic Advantage January 2013 - Present
Colonial Life February 2002 - Present
Aviva plc February 2001 - Present
New York Life Insurance Company September 2000 - August 2002
Skills
Sales Management, Producing high level of..., Team Leadership, Leadership Development, Insurance, Life Insurance
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The Academic Advantage January 2013 - Present
Colonial Life February 2002 - Present
Aviva plc February 2001 - Present
New York Life Insurance Company September 2000 - August 2002
Skills
Sales Management, Producing high level of..., Team Leadership, Leadership Development, Insurance, Life Insurance
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Christopher Yoson Christopher Yoson's New York Life Insurance Company Experience 2000 - 2003
Job Attorney specializing in tax, estate planning, executive benefits and general corporate matters.
Industry Law Practice
Experience
Lasher Holzapfel Sperry & Ebberson March 2015 - Present
MCM - Insurance Benefits Consulting 2010 - 2014
Clark Consulting 2004 - 2010
Geary, Porter 2003 - 2004
New York Life Insurance Company 2000 - 2003
Skills
Contract Law, Legal Compliance, Tax, Risk Management, Non-Qualified Deferred..., 409A, Executive Benefit..., Estate Planning, Business Succession, Life Insurance, Property & Casualty..., Brokers, Commercial Insurance, Strategic Planning, Leadership, Project Management
Education
Southern Methodist University
Master of Laws (LL.M.), Taxation
Southern Methodist University
Juris Doctor (J.D.)
The University of Texas at Dallas
Bachelor's Degree, Business Administration and Management, General
Lasher Holzapfel Sperry & Ebberson March 2015 - Present
MCM - Insurance Benefits Consulting 2010 - 2014
Clark Consulting 2004 - 2010
Geary, Porter 2003 - 2004
New York Life Insurance Company 2000 - 2003
Skills
Contract Law, Legal Compliance, Tax, Risk Management, Non-Qualified Deferred..., 409A, Executive Benefit..., Estate Planning, Business Succession, Life Insurance, Property & Casualty..., Brokers, Commercial Insurance, Strategic Planning, Leadership, Project Management
Education
Southern Methodist University
Master of Laws (LL.M.), Taxation
Southern Methodist University
Juris Doctor (J.D.)
The University of Texas at Dallas
Bachelor's Degree, Business Administration and Management, General
Kelly Melancon's New York Life Insurance Company Experience August 2006 - December 2008
Job Human Resouce Generalist/ Recruiter at Lauren Engineers & Constructors
Industry Construction
Experience
Lauren Engineers & Constructors September 2014 - Present
Accusess Environmental March 2014 - September 2014
Furnace and Tube Services April 2010 - November 2013
CLP Resources March 2010 - April 2010
New York Life Insurance Company August 2006 - December 2008
Skills
Recruiting, HR Policies, New Hire Orientations, Compensation & Benefits, Personnel Management, Labor Relations, FMLA, Performance Management, Interviews, Job Evaluation, Workforce Planning, Construction, Microsoft Excel, Contract Management, Industrial Relations, Construction Management, Project Planning, Procurement
Education
Southeastern Louisiana University 2005 — 2009
Bachelor's degree, Behavioral Sciences
Lauren Engineers & Constructors September 2014 - Present
Accusess Environmental March 2014 - September 2014
Furnace and Tube Services April 2010 - November 2013
CLP Resources March 2010 - April 2010
New York Life Insurance Company August 2006 - December 2008
Skills
Recruiting, HR Policies, New Hire Orientations, Compensation & Benefits, Personnel Management, Labor Relations, FMLA, Performance Management, Interviews, Job Evaluation, Workforce Planning, Construction, Microsoft Excel, Contract Management, Industrial Relations, Construction Management, Project Planning, Procurement
Education
Southeastern Louisiana University 2005 — 2009
Bachelor's degree, Behavioral Sciences
Ken Christian III Ken Christian III's New York Life Insurance Company Experience November 2007 - March 2014
Job Staff Manager / Western and Southern Life Insurance Co.
Industry Financial Services
Experience
Western & Southern Life Insurance Co. April 2014 - Present
New York Life Insurance Company November 2007 - March 2014
University of Louisiana at Lafayette August 2010 - April 2012
Down The Line Design September 1989 - August 2005
Education
Sonoma State University 1984 — 1987
BA, Graphic Design
Shawnee Mission East H.S. 1980 — 1982
Western & Southern Life Insurance Co. April 2014 - Present
New York Life Insurance Company November 2007 - March 2014
University of Louisiana at Lafayette August 2010 - April 2012
Down The Line Design September 1989 - August 2005
Education
Sonoma State University 1984 — 1987
BA, Graphic Design
Shawnee Mission East H.S. 1980 — 1982
Spencer J Eggers Spencer J Eggers's New York Life Insurance Company Experience May 2012 - May 2013
Job Market Consultant at Precision
Industry Marketing and Advertising
Experience
Precision Business Solutions, Inc. July 2014 - Present
Precision Business Solutions, Inc. December 2013 - July 2014
New York Life Insurance Company May 2012 - May 2013
Student Media Company January 2009 - May 2012
SMU Sailing Club September 2008 - December 2010
Skills
Marketing, Finance, Statistical Modeling, Data Analysis, Data Mining, Financial Reporting, Business Development, Project Management, Financial Modeling, Spanish, Category Management, Inventory Optimization, Strategic Consulting, B2B Marketing Strategy, Market Research, Big Data Analytics, Business Analysis, Financial Analysis, International Marketing, Analytics, Analysis, Research, Market Analysis, Data Modeling, Spanish translation, SQL, SAS, Microsoft Office, Microsoft Excel, PowerPoint, Windows 7, Mac OS X, Linux, HTML, Big Data
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Southern Methodist University- Dedman College 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Fundación Ortega-Marañón 2010 — 2010
International Business, Spanish Language and Literature
Precision Business Solutions, Inc. July 2014 - Present
Precision Business Solutions, Inc. December 2013 - July 2014
New York Life Insurance Company May 2012 - May 2013
Student Media Company January 2009 - May 2012
SMU Sailing Club September 2008 - December 2010
Skills
Marketing, Finance, Statistical Modeling, Data Analysis, Data Mining, Financial Reporting, Business Development, Project Management, Financial Modeling, Spanish, Category Management, Inventory Optimization, Strategic Consulting, B2B Marketing Strategy, Market Research, Big Data Analytics, Business Analysis, Financial Analysis, International Marketing, Analytics, Analysis, Research, Market Analysis, Data Modeling, Spanish translation, SQL, SAS, Microsoft Office, Microsoft Excel, PowerPoint, Windows 7, Mac OS X, Linux, HTML, Big Data
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Southern Methodist University- Dedman College 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Fundación Ortega-Marañón 2010 — 2010
International Business, Spanish Language and Literature
Nicole Fitzgerald's New York Life Insurance Company Experience March 2012 - January 2014
Job Account Executive at USA Scientific
Industry Financial Services
Experience
USA Scientific June 2014 - Present
New York Life Insurance Company March 2012 - January 2014
Entertainment Industry January 2004 - November 2011
Viacom March 2006 - July 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Life & Health Insurance..., Life Insurance, Estate Planning, Business Planning, Business, Financial Services, Long-term Care, Small Business, Asset Management, Employee Benefits, Portfolio Management, Insurance, Term Life Insurance, Wealth, Strategic Financial..., Disability Insurance, College Savings Plans, Investments, Wealth Management, Securities, Finance
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Radio and Television
Southern Illinois University, Carbondale
USA Scientific June 2014 - Present
New York Life Insurance Company March 2012 - January 2014
Entertainment Industry January 2004 - November 2011
Viacom March 2006 - July 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Life & Health Insurance..., Life Insurance, Estate Planning, Business Planning, Business, Financial Services, Long-term Care, Small Business, Asset Management, Employee Benefits, Portfolio Management, Insurance, Term Life Insurance, Wealth, Strategic Financial..., Disability Insurance, College Savings Plans, Investments, Wealth Management, Securities, Finance
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Radio and Television
Southern Illinois University, Carbondale
Beverly Lane, ChFC Beverly Lane, ChFC's New York Life Insurance Company Experience December 2012 - April 2014
Job Financial Services Representative, Registered Representative
Industry Financial Services
Experience
State Farm Insurance April 2014 - Present
Batesville Area Chamber of Commerce January 2014 - January 2015
New York Life Insurance Company December 2012 - April 2014
White River Area Agency on Aging July 2005 - June 2012
Citizens Bank March 1993 - September 2000
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Key Person Protection, Protection..., Wealth Preservation..., Gifting Strategies, Multi-generational..., Legacies, Multi-generational..., Asset Protection, Licensed Life Insurance..., Retirement Planning, Succession Planning, Licensed in Long-term..., Fixed Annuities, Life Insurance, Small Business, Long-term Care, Wealth Management, Mutual Funds, Strategic Financial..., Health Insurance, Financial Advisory, Disability Insurance, Financial Services, Financial Planning
Education
Southeast Missouri State University
The American College of Financial Services
ChFC
State Farm Insurance April 2014 - Present
Batesville Area Chamber of Commerce January 2014 - January 2015
New York Life Insurance Company December 2012 - April 2014
White River Area Agency on Aging July 2005 - June 2012
Citizens Bank March 1993 - September 2000
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Key Person Protection, Protection..., Wealth Preservation..., Gifting Strategies, Multi-generational..., Legacies, Multi-generational..., Asset Protection, Licensed Life Insurance..., Retirement Planning, Succession Planning, Licensed in Long-term..., Fixed Annuities, Life Insurance, Small Business, Long-term Care, Wealth Management, Mutual Funds, Strategic Financial..., Health Insurance, Financial Advisory, Disability Insurance, Financial Services, Financial Planning
Education
Southeast Missouri State University
The American College of Financial Services
ChFC
Brandon Gant Brandon Gant's New York Life Insurance Company Experience July 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
MedAire November 2012 - September 2013
Boys and Girls Clubs of Moody County May 2012 - August 2012
Skills
Communication, Interpersonal Skill, Organization, Management, Customer Service, Sports, Microsoft Office, Coordination, Time Management, Program Management
Education
South Dakota State University 2007 — 2012
BS, Parks, Recreation and Leisure Facilities Management
New York Life Insurance Company July 2013 - Present
MedAire November 2012 - September 2013
Boys and Girls Clubs of Moody County May 2012 - August 2012
Skills
Communication, Interpersonal Skill, Organization, Management, Customer Service, Sports, Microsoft Office, Coordination, Time Management, Program Management
Education
South Dakota State University 2007 — 2012
BS, Parks, Recreation and Leisure Facilities Management
Alvina Zhang Alvina Zhang's New York Life Insurance Company Experience September 2015 - Present
Job Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2015 - Present
Smith College June 2014 - Present
Skills
Microsoft Excel, Microsoft Office
Education
Smith College 2011 — 2015
Smith College
BA, Economics
New York Life Insurance Company September 2015 - Present
Smith College June 2014 - Present
Skills
Microsoft Excel, Microsoft Office
Education
Smith College 2011 — 2015
Smith College
BA, Economics
Dario Saintus Dario Saintus's New York Life Insurance Company Experience June 2008 - November 2014
Job Vice President of Business Development at VICAR Capital Advisors
Industry Financial Services
Experience
VICAR Capital Advisors November 2014 - Present
Portrait Financial LLC March 2013 - Present
NYLIFE Securities LLC October 2008 - November 2014
New York Life Insurance Company June 2008 - November 2014
Skills
Customer Insight, Customer Satisfaction, Service Delivery, Communication, Creative Problem Solving, Financial Services, Account Management, Personal Finance, Investments, Retirement Planning, 401k Rollovers, IRA Rollovers, Education Funding..., Risk Management, Life Insurance..., Asset Protection, Estate Planning, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Wealth Preservation..., Wealth Transfer..., Small Business, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Business Insurance..., Insurance, Public Speaking, Portfolio Management, Investment Advisory, Leadership, Finance, Sales, Financial Planning, Customer Service
Education
Southern Methodist University 2003 — 2008
Markets and Culture, Finance, General
VICAR Capital Advisors November 2014 - Present
Portrait Financial LLC March 2013 - Present
NYLIFE Securities LLC October 2008 - November 2014
New York Life Insurance Company June 2008 - November 2014
Skills
Customer Insight, Customer Satisfaction, Service Delivery, Communication, Creative Problem Solving, Financial Services, Account Management, Personal Finance, Investments, Retirement Planning, 401k Rollovers, IRA Rollovers, Education Funding..., Risk Management, Life Insurance..., Asset Protection, Estate Planning, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Wealth Preservation..., Wealth Transfer..., Small Business, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Business Insurance..., Insurance, Public Speaking, Portfolio Management, Investment Advisory, Leadership, Finance, Sales, Financial Planning, Customer Service
Education
Southern Methodist University 2003 — 2008
Markets and Culture, Finance, General
Cole Peffer Cole Peffer's New York Life Insurance Company Experience May 2014 - August 2014
Job Student Worker in 3Year Honors Program
Industry Higher Education
Experience
Sports Authority May 2015 - Present
Southern New Hampshire University May 2015 - Present
Southern New Hampshire University September 2012 - Present
Southern New Hampshire University September 2014 - May 2015
Southern New Hampshire University September 2013 - May 2015
New York Life Insurance Company May 2014 - August 2014
Southern New Hampshire University January 2014 - May 2014
Namco Pool and Patio May 2013 - August 2013
ScreenPrint/Dow June 2011 - December 2011
Skills
Time Management, Public Speaking, Collaboration, Analysis, Critical Thinking, Sports Communication, Communication, Sports Statistics, Customer Service, Microsoft Office, Organization, Leadership, Social Networking, Microsoft Word
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 2012 — 2015
Bachelor’s Degree, Business Administration and Management, General
Sports Authority May 2015 - Present
Southern New Hampshire University May 2015 - Present
Southern New Hampshire University September 2012 - Present
Southern New Hampshire University September 2014 - May 2015
Southern New Hampshire University September 2013 - May 2015
New York Life Insurance Company May 2014 - August 2014
Southern New Hampshire University January 2014 - May 2014
Namco Pool and Patio May 2013 - August 2013
ScreenPrint/Dow June 2011 - December 2011
Skills
Time Management, Public Speaking, Collaboration, Analysis, Critical Thinking, Sports Communication, Communication, Sports Statistics, Customer Service, Microsoft Office, Organization, Leadership, Social Networking, Microsoft Word
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southern New Hampshire University 2012 — 2015
Bachelor’s Degree, Business Administration and Management, General
Daniel Tarsha, CFP®'s New York Life Insurance Company Experience December 2009 - January 2011
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2012 - Present
Behringer Harvard January 2011 - December 2012
New York Life Insurance Company December 2009 - January 2011
Lincoln Financial Advisors August 2005 - November 2009
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Series 7, Series 63, Series 66, Alternative Investments, Uniform Combined State..., Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Securities, Wealth Management, ETFs, Series 65
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning
University of Notre Dame 2001 — 2005
Finance, BA
Highland Capital Management, L.P. December 2012 - Present
Behringer Harvard January 2011 - December 2012
New York Life Insurance Company December 2009 - January 2011
Lincoln Financial Advisors August 2005 - November 2009
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Series 7, Series 63, Series 66, Alternative Investments, Uniform Combined State..., Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Securities, Wealth Management, ETFs, Series 65
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning
University of Notre Dame 2001 — 2005
Finance, BA
Jeremy Adamson's New York Life Insurance Company Experience December 2009 - March 2012
Job Billing Manager at Smitty's Supply, Inc.
Industry Logistics and Supply Chain
Experience
Smitty's Supply, Inc. April 2015 - Present
Principles and Passion November 2012 - Present
Smitty's Supply, Inc. October 2014 - March 2015
Amite City Chamber of Commerce January 2014 - March 2015
Regions Bank April 2012 - September 2014
Southeastern Louisiana University Alumni Board June 2013 - June 2014
Amite City Chamber of Commerce September 2011 - December 2013
Amite Chamber of Commerce January 2012 - December 2012
New York Life Insurance Company December 2009 - March 2012
Amite City Chamber of Commerce September 2010 - October 2011
Skills
IRAs, Fixed Annuities, Long Term Care Insurance, Retirement Planning, Long-term Care, Disability Insurance, Retirement, 401k, Estate Planning, Life Insurance, Series 6, Wealth Accumulation, Term Life Insurance, Mutual Funds, Series 7, Leadership, Community Development, Blogging, Public Speaking, Public Relations, Customer Service, Event Planning, Marketing, Team Building, Fundraising, Nonprofits, Budgets, Strategic Planning, Sales, Social Media, Management, Advertising, Event Management
Education
Southeastern Louisiana University 1994 — 1996
AA, Criminal Justice
Smitty's Supply, Inc. April 2015 - Present
Principles and Passion November 2012 - Present
Smitty's Supply, Inc. October 2014 - March 2015
Amite City Chamber of Commerce January 2014 - March 2015
Regions Bank April 2012 - September 2014
Southeastern Louisiana University Alumni Board June 2013 - June 2014
Amite City Chamber of Commerce September 2011 - December 2013
Amite Chamber of Commerce January 2012 - December 2012
New York Life Insurance Company December 2009 - March 2012
Amite City Chamber of Commerce September 2010 - October 2011
Skills
IRAs, Fixed Annuities, Long Term Care Insurance, Retirement Planning, Long-term Care, Disability Insurance, Retirement, 401k, Estate Planning, Life Insurance, Series 6, Wealth Accumulation, Term Life Insurance, Mutual Funds, Series 7, Leadership, Community Development, Blogging, Public Speaking, Public Relations, Customer Service, Event Planning, Marketing, Team Building, Fundraising, Nonprofits, Budgets, Strategic Planning, Sales, Social Media, Management, Advertising, Event Management
Education
Southeastern Louisiana University 1994 — 1996
AA, Criminal Justice
Jeff Brangi Jeff Brangi's New York Life Insurance Company Experience 1995 - 1996
Job Senior Financial Analyst at Connecticut Children's Medical Center
Industry Hospital & Health Care
Experience
Connecticut Children's Medical Center September 2012 - Present
Hospital of Saint Raphael July 1999 - September 2012
Anthem Blue Cross & Blue Shield of CT 1996 - 1999
New York Life Insurance Company 1995 - 1996
Skills
Financial Analysis, Financial Modeling, Payer Relations, Managed Care Contracting, Medical Billing, Analysis, Medicare, Contract Negotiation, Leadership, Budgets, Surgery, Healthcare, Insurance, Training, Business Planning, Employee Benefits, Finance, Hospitals, Managed Care, Process Improvement, Healthcare Management
Education
Southern Connecticut State University 1989 — 1997
Bachelor of Science (BS), business administration/business economics
Connecticut Children's Medical Center September 2012 - Present
Hospital of Saint Raphael July 1999 - September 2012
Anthem Blue Cross & Blue Shield of CT 1996 - 1999
New York Life Insurance Company 1995 - 1996
Skills
Financial Analysis, Financial Modeling, Payer Relations, Managed Care Contracting, Medical Billing, Analysis, Medicare, Contract Negotiation, Leadership, Budgets, Surgery, Healthcare, Insurance, Training, Business Planning, Employee Benefits, Finance, Hospitals, Managed Care, Process Improvement, Healthcare Management
Education
Southern Connecticut State University 1989 — 1997
Bachelor of Science (BS), business administration/business economics
William Huggins's New York Life Insurance Company Experience January 2012 - November 2012
Job Registered Representative at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance January 2013 - Present
New York Life Insurance Company January 2012 - November 2012
Bill Hood Ford, Lincoln, Mercury January 2007 - October 2007
Skills
Strategic Planning, Leadership, Life Insurance, Disability Insurance, Financial Analysis, Public Speaking, Term Life Insurance, Cold Calling, Sales, Insurance, Employee Benefits, Strategic Financial..., Investments, Property & Casualty..., Risk Management
Education
Southeastern Louisiana University
Bachelor of Business Administration (BBA), Business Administration and Management, General
State Farm Insurance January 2013 - Present
New York Life Insurance Company January 2012 - November 2012
Bill Hood Ford, Lincoln, Mercury January 2007 - October 2007
Skills
Strategic Planning, Leadership, Life Insurance, Disability Insurance, Financial Analysis, Public Speaking, Term Life Insurance, Cold Calling, Sales, Insurance, Employee Benefits, Strategic Financial..., Investments, Property & Casualty..., Risk Management
Education
Southeastern Louisiana University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ben Vetsch's New York Life Insurance Company Experience August 2010 - December 2010
Job Inside Sales/Purchasing Agent at TriSeal Valve/Process Components
Industry Hospital & Health Care
Experience
Tri-Seal Valve/Process Components May 2013 - Present
Lincare Holdings, Inc July 2012 - May 2013
Lincare Holdings, Inc March 2011 - July 2012
New York Life Insurance Company August 2010 - December 2010
Monroe Athletic Club August 2009 - May 2010
Geno's Italian Restaurant January 2005 - May 2010
Skills
Sales, PowerPoint, Microsoft Office, Customer Service, Cold Calling, Account Management, Marketing, Microsoft Excel, Healthcare, Time Management, Team Building, Public Speaking, Leadership, Microsoft Word, Event Planning
Education
Southeastern Louisiana University 2015 — 2016
Executive Masters of Business Administration (EMBA), Health/Health Care Administration/Management
University of Louisiana at Monroe 2004 — 2010
Kinesiology, Exercise Science
Tri-Seal Valve/Process Components May 2013 - Present
Lincare Holdings, Inc July 2012 - May 2013
Lincare Holdings, Inc March 2011 - July 2012
New York Life Insurance Company August 2010 - December 2010
Monroe Athletic Club August 2009 - May 2010
Geno's Italian Restaurant January 2005 - May 2010
Skills
Sales, PowerPoint, Microsoft Office, Customer Service, Cold Calling, Account Management, Marketing, Microsoft Excel, Healthcare, Time Management, Team Building, Public Speaking, Leadership, Microsoft Word, Event Planning
Education
Southeastern Louisiana University 2015 — 2016
Executive Masters of Business Administration (EMBA), Health/Health Care Administration/Management
University of Louisiana at Monroe 2004 — 2010
Kinesiology, Exercise Science
Philip Cerne Philip Cerne's New York Life Insurance Company Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Adirondack Tile Restoration December 2013 - Present
New York Life Insurance Company 2010 - 2011
Today's News Distribution Inc. August 1995 - June 2008
Skills
business management, Logistics Management, Inventory regulation, Personnel Management, Recruiting, Commercial Pilot, reading profit and loss, business counseling, Multi-unit Retail..., Retail management, Shrink Management, Management, Business
Education
SUNY Plattsburgh 2005 — 2007
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Carbondale 1988 — 1991
Bachelor of Science (B.S.), Aviation Management and Flight
Adirondack Tile Restoration December 2013 - Present
New York Life Insurance Company 2010 - 2011
Today's News Distribution Inc. August 1995 - June 2008
Skills
business management, Logistics Management, Inventory regulation, Personnel Management, Recruiting, Commercial Pilot, reading profit and loss, business counseling, Multi-unit Retail..., Retail management, Shrink Management, Management, Business
Education
SUNY Plattsburgh 2005 — 2007
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Carbondale 1988 — 1991
Bachelor of Science (B.S.), Aviation Management and Flight
Steven Bosteder Steven Bosteder's New York Life Insurance Company Experience July 2000 - March 2012
Job Director, Proposal Development Center at L3
Industry Law Practice
Experience
L-3 January 2015 - Present
Weinstein Bosteder, P.C. May 2013 - December 2014
Law Office of Steven Bosteder April 2012 - April 2013
New York Life Insurance Company July 2000 - March 2012
Skills
Trusts, Estate Planning, Business Planning, Retirement Planning, Life insurance Planning, Asset Protection, Numerical Analysis, spreadsheets, Financial Advisory, Life Insurance, Insurance, Financial Planners, Spreadsheets, Strategic Financial..., Personal Finance, Employee Benefits, High Net Worth..., Wills, Estate Tax Planning, ERISA, Financial Services, Long Term Care Insurance, IRAs, Succession Planning, Fixed Annuities, Long-term Care, Tax Law, Retirement, Tax, Wealth Management..., Securities, Pensions, Small Business, Wealth, Disability Insurance, Investments, 401k, Legal Writing, Business, Mutual Funds, Defined Benefit, Buy-sell Agreements, Charitable Trusts, Qualified Retirement..., Term Life Insurance, Variable Annuities, Wealth Preservation...
Education
Southern Methodist University Dedman School of Law 1999 — 2000
LL.M., Taxation
Southern Methodist University Dedman School of Law 1995 — 1998
J.D., Law
Texas A&M Commerce 1988 — 1992
Bachelor of Science, Mathematics
L-3 January 2015 - Present
Weinstein Bosteder, P.C. May 2013 - December 2014
Law Office of Steven Bosteder April 2012 - April 2013
New York Life Insurance Company July 2000 - March 2012
Skills
Trusts, Estate Planning, Business Planning, Retirement Planning, Life insurance Planning, Asset Protection, Numerical Analysis, spreadsheets, Financial Advisory, Life Insurance, Insurance, Financial Planners, Spreadsheets, Strategic Financial..., Personal Finance, Employee Benefits, High Net Worth..., Wills, Estate Tax Planning, ERISA, Financial Services, Long Term Care Insurance, IRAs, Succession Planning, Fixed Annuities, Long-term Care, Tax Law, Retirement, Tax, Wealth Management..., Securities, Pensions, Small Business, Wealth, Disability Insurance, Investments, 401k, Legal Writing, Business, Mutual Funds, Defined Benefit, Buy-sell Agreements, Charitable Trusts, Qualified Retirement..., Term Life Insurance, Variable Annuities, Wealth Preservation...
Education
Southern Methodist University Dedman School of Law 1999 — 2000
LL.M., Taxation
Southern Methodist University Dedman School of Law 1995 — 1998
J.D., Law
Texas A&M Commerce 1988 — 1992
Bachelor of Science, Mathematics
Justin Z. Knickerbocker Justin Z. Knickerbocker's New York Life Insurance Company Experience February 2011 - November 2012
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Josh Broder & Associates: A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. May 2014 - Present
First Niagara Bank November 2012 - May 2014
New York Life Insurance Company February 2011 - November 2012
Masonicare November 2000 - February 2011
Skills
Customer Service, Excel, Customer Relations, Team Leadership, Word, Finance, Microsoft Word, Risk Management, Analysis, Training, Employee Benefits, Financial Analysis, Insurance, Microsoft Excel, PowerPoint, Public Speaking, Financial Services
Education
Southern Connecticut State University 2007 — 2009
Master of Business Administration
Southern Connecticut State University 2003 — 2007
Bachelor of Science, Applied Mathematics
Mark T. Sheehan High School 1999 — 2003
Josh Broder & Associates: A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. May 2014 - Present
First Niagara Bank November 2012 - May 2014
New York Life Insurance Company February 2011 - November 2012
Masonicare November 2000 - February 2011
Skills
Customer Service, Excel, Customer Relations, Team Leadership, Word, Finance, Microsoft Word, Risk Management, Analysis, Training, Employee Benefits, Financial Analysis, Insurance, Microsoft Excel, PowerPoint, Public Speaking, Financial Services
Education
Southern Connecticut State University 2007 — 2009
Master of Business Administration
Southern Connecticut State University 2003 — 2007
Bachelor of Science, Applied Mathematics
Mark T. Sheehan High School 1999 — 2003
Pritesh Bhakta Pritesh Bhakta's New York Life Insurance Company Experience October 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
southmore Motel October 2000 - January 2012
Skills
Insurance
Education
South Gujarat University 1993 — 1996
Bachelor of Commerce (B.Com.)
MB Vamdot
High School
New York Life Insurance Company October 2010 - Present
southmore Motel October 2000 - January 2012
Skills
Insurance
Education
South Gujarat University 1993 — 1996
Bachelor of Commerce (B.Com.)
MB Vamdot
High School
Jakie Jake Robinson Jakie Jake Robinson's New York Life Insurance Company Experience June 2013 - August 2014
Job Financial Advisor at AIG Financial Network
Industry Financial Services
Experience
AIG September 2014 - Present
New York Life Insurance Company June 2013 - August 2014
Charleston County School District August 2007 - December 2011
All Fund Mortgage February 2002 - August 2007
Sears, Roebuck and Co. August 2000 - January 2002
Claflin University September 1997 - December 2000
South Carolina Vocational Rehabilitation Dept. April 1999 - March 2000
Charleston County Grants Admin.-JTPA August 1994 - July 1996
Orangeburg Calhoun Technical College March 1989 - December 1990
Lockheed Space Operations Company January 1987 - September 1988
Skills
Team Building, Public Speaking, Motivational Speaking, Pastoral Counseling, Microsoft Office, PowerPoint, Microsoft Excel, Six Sigma, Curriculum Design, Tutoring, Lean Management, DMAIC, SPC, Root Cause Analysis, Design of Experiments, FMEA, Value Stream Mapping, Process Simulation, Cross-cultural Teams, Operations Management, Continuous Improvement, Collaborative..., Process Management, Computer/Technical..., Outstanding Communicator, Vocational..., Electronic..., Expository Preaching, Professors, Organizational Behavior, Mathematics Education, Electrical Engineering, Event Planning, Staff Development, Career Development, Analysis, Career Counseling, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Retirement Planning, Wealth Preservation..., Key Person Protection, Legacies, 401k Rollovers, Management, Interviews, Program Management
Education
South Carolina State University 1993 — 1994
Master of Arts, Vocational Rehabilitation Counseling, 4.0
AIG September 2014 - Present
New York Life Insurance Company June 2013 - August 2014
Charleston County School District August 2007 - December 2011
All Fund Mortgage February 2002 - August 2007
Sears, Roebuck and Co. August 2000 - January 2002
Claflin University September 1997 - December 2000
South Carolina Vocational Rehabilitation Dept. April 1999 - March 2000
Charleston County Grants Admin.-JTPA August 1994 - July 1996
Orangeburg Calhoun Technical College March 1989 - December 1990
Lockheed Space Operations Company January 1987 - September 1988
Skills
Team Building, Public Speaking, Motivational Speaking, Pastoral Counseling, Microsoft Office, PowerPoint, Microsoft Excel, Six Sigma, Curriculum Design, Tutoring, Lean Management, DMAIC, SPC, Root Cause Analysis, Design of Experiments, FMEA, Value Stream Mapping, Process Simulation, Cross-cultural Teams, Operations Management, Continuous Improvement, Collaborative..., Process Management, Computer/Technical..., Outstanding Communicator, Vocational..., Electronic..., Expository Preaching, Professors, Organizational Behavior, Mathematics Education, Electrical Engineering, Event Planning, Staff Development, Career Development, Analysis, Career Counseling, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Retirement Planning, Wealth Preservation..., Key Person Protection, Legacies, 401k Rollovers, Management, Interviews, Program Management
Education
South Carolina State University 1993 — 1994
Master of Arts, Vocational Rehabilitation Counseling, 4.0
William H Morgan III William H Morgan III's New York Life Insurance Company Experience September 2011 - Present
Job Financial Services Professional Dedicated to Protection Retirement and Wealth Preservation with New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - June 2011
Skills
Customer Service, Financial Planners, Fixed Annuities, Insurance, Mortgage Marketing, Mutual Funds, Public Speaking, Real Estate Financing, Retirement Planning, Series 6, Series 63, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Sales
Education
South Carolina State University
New York Life Insurance Company September 2011 - Present
Wachovia, A Wells Fargo Company March 2010 - June 2011
Skills
Customer Service, Financial Planners, Fixed Annuities, Insurance, Mortgage Marketing, Mutual Funds, Public Speaking, Real Estate Financing, Retirement Planning, Series 6, Series 63, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Sales
Education
South Carolina State University
Bobby Bennett, Jr Bobby Bennett, Jr's New York Life Insurance Company Experience January 2013 - Present
Job Registered representative that helps make an impact in families and businesses.
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
Darien Dynamos October 2014 - Present
InSite Search June 2010 - March 2013
Avalon Partners, Inc July 2008 - December 2008
Skills
Life Insurance, Permanent Life Insurance, Whole Life, 401k Rollovers, Term Life Insurance, Disability Insurance, Retirement Planning, Investments, Long Term Care Insurance, Finance, Fixed Annuities, Technical Recruiting, Interviews, Research, Hedge Funds, Executive Coaching, Management, Sourcing, Search, Equity Derivatives, Electronic Trading, Market Risk, Trading Systems, Wealth Preservation..., Recruiting, Asset Allocation
Education
Southern Connecticut State University 2005 — 2010
Bachelor of Science, Finance, 3.3 GPA
Stratford High School 1999 — 2003
High School Diploma, Education
New York Life Insurance Company January 2013 - Present
Darien Dynamos October 2014 - Present
InSite Search June 2010 - March 2013
Avalon Partners, Inc July 2008 - December 2008
Skills
Life Insurance, Permanent Life Insurance, Whole Life, 401k Rollovers, Term Life Insurance, Disability Insurance, Retirement Planning, Investments, Long Term Care Insurance, Finance, Fixed Annuities, Technical Recruiting, Interviews, Research, Hedge Funds, Executive Coaching, Management, Sourcing, Search, Equity Derivatives, Electronic Trading, Market Risk, Trading Systems, Wealth Preservation..., Recruiting, Asset Allocation
Education
Southern Connecticut State University 2005 — 2010
Bachelor of Science, Finance, 3.3 GPA
Stratford High School 1999 — 2003
High School Diploma, Education
Aubree Colombo's New York Life Insurance Company Experience June 2013 - February 2014
Job Southeastern Louisiana University Graduate
Industry Retail
Experience
JuJu's boutique July 2015 - Present
Banana Republic / Gap Inc. June 2014 - Present
New York Life Insurance Company June 2013 - February 2014
Pelican Athletic Club August 2008 - August 2013
Downtown Chic Salon April 2011 - August 2011
Skills
Fitness, Customer Service, Leadership, PowerPoint, Microsoft Word, Athletics, Microsoft Office, Microsoft Excel, Social Networking, Sales, Social Media, Photoshop, Cooking, Research, Cpr Certified, Public Speaking, Time Management, Facebook, Teamwork, Outlook, Telephone Skills, Process Scheduler, Inventory Management, Public Relations, Cashiering, Retail, Communication, Training
Education
Southeastern Louisiana University 2011 — 2015
Psychology, Psychology
JuJu's boutique July 2015 - Present
Banana Republic / Gap Inc. June 2014 - Present
New York Life Insurance Company June 2013 - February 2014
Pelican Athletic Club August 2008 - August 2013
Downtown Chic Salon April 2011 - August 2011
Skills
Fitness, Customer Service, Leadership, PowerPoint, Microsoft Word, Athletics, Microsoft Office, Microsoft Excel, Social Networking, Sales, Social Media, Photoshop, Cooking, Research, Cpr Certified, Public Speaking, Time Management, Facebook, Teamwork, Outlook, Telephone Skills, Process Scheduler, Inventory Management, Public Relations, Cashiering, Retail, Communication, Training
Education
Southeastern Louisiana University 2011 — 2015
Psychology, Psychology
Rodney M. Smalls Rodney M. Smalls's New York Life Insurance Company Experience November 2007 - Present
Job A Financial Services Professional committed to helping Professionals and Entrepreneurs with Personal Wealth Strategies
Industry Financial Services
Experience
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Diversified Employment Services Inc. September 2006 - February 2007
Securitas Security Services USA, Inc. April 2003 - July 2006
METRO ACURA/HONDA October 2002 - April 2004
Yale-New Haven Hospital May 1989 - June 2002
Ct Department of Corrections August 1984 - April 1989
Skills
401k Rollovers, Investments, Asset Protection, Estate Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Key Person Protection, Legacy Planning, Wealth Preservation..., Gifting Strategies, IRA Rollovers, Life Insurance..., Retirement Planning, Term Life Insurance, Risk Management, Grandchild Gifting, IRAs, Insurance, Management, Customer Service, Planning, Retirement, Financial Services
Education
Southern Connecticut State University 1984 — 2002
Bachelor of Science, Finance
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Diversified Employment Services Inc. September 2006 - February 2007
Securitas Security Services USA, Inc. April 2003 - July 2006
METRO ACURA/HONDA October 2002 - April 2004
Yale-New Haven Hospital May 1989 - June 2002
Ct Department of Corrections August 1984 - April 1989
Skills
401k Rollovers, Investments, Asset Protection, Estate Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Key Person Protection, Legacy Planning, Wealth Preservation..., Gifting Strategies, IRA Rollovers, Life Insurance..., Retirement Planning, Term Life Insurance, Risk Management, Grandchild Gifting, IRAs, Insurance, Management, Customer Service, Planning, Retirement, Financial Services
Education
Southern Connecticut State University 1984 — 2002
Bachelor of Science, Finance
Wade VanDerBoom Wade VanDerBoom's New York Life Insurance Company Experience January 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC February 2014 - Present
Skills
Permanent Life Insurance, Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Term Life Insurance, Customer Service, Public Relations, Leadership, Retirement Plan..., Long Term Care Insurance, Annuity Sales, Estate Planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Succession Planning, Asset Protection, Public Speaking, Sales, Insurance, Retirement, Networking
Education
South Dakota School of Mines and Technology 1984 — 1989
Electrical Engineering
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC February 2014 - Present
Skills
Permanent Life Insurance, Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Term Life Insurance, Customer Service, Public Relations, Leadership, Retirement Plan..., Long Term Care Insurance, Annuity Sales, Estate Planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Succession Planning, Asset Protection, Public Speaking, Sales, Insurance, Retirement, Networking
Education
South Dakota School of Mines and Technology 1984 — 1989
Electrical Engineering
Jeff Frei Jeff Frei's New York Life Insurance Company Experience June 2009 - Present
Job Devoted Financial Services Professional helping families in Las Vegas since 2009.
Industry Financial Services
Experience
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
Piercy Bowler Taylor & Kern, CPAs May 2006 - June 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, 401k Rollovers, Investments, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Annuity Sales, Asset Protection, Business Insurance..., Accounting, Finance, Financial Services, Securities, Small Business, Tax, Sales
Education
Southern Utah University 1998 — 2002
Bachelors, Accounting
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
Piercy Bowler Taylor & Kern, CPAs May 2006 - June 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, 401k Rollovers, Investments, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Annuity Sales, Asset Protection, Business Insurance..., Accounting, Finance, Financial Services, Securities, Small Business, Tax, Sales
Education
Southern Utah University 1998 — 2002
Bachelors, Accounting
Sean Byrne Sean Byrne's New York Life Insurance Company Experience January 2013 - February 2014
Job Sales Professional
Industry Insurance
Experience
Goosehead Insurance February 2014 - March 2015
New York Life Insurance Company January 2013 - February 2014
NYLIFE Securities LLC January 2013 - February 2014
Sewell Automotive Companies October 2010 - September 2012
Skills
Sales, Insurance, Franchise Sales, Customer Satisfaction, Franchise Agreements, Franchising, P&C Insurance, Communication, Customer Retention, Sales Management, Property & Casualty..., Inventory Management, Retirement Planning, Life Insurance, Time Management, Fixed Annuities, Analysis, Retirement, Small Business, Multi-tasking Skills, Sales Operations, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Lincensed in Long-Term..., Multi-generational..., Multi-generational..., Succession Planning, Wealth Preservation..., Investments, Thought Leadership, Employee Benefits, Commercial Insurance, Customer Service
Education
Southern Methodist University 1999 — 2003
BFA, Theater Major Acting track
Goosehead Insurance February 2014 - March 2015
New York Life Insurance Company January 2013 - February 2014
NYLIFE Securities LLC January 2013 - February 2014
Sewell Automotive Companies October 2010 - September 2012
Skills
Sales, Insurance, Franchise Sales, Customer Satisfaction, Franchise Agreements, Franchising, P&C Insurance, Communication, Customer Retention, Sales Management, Property & Casualty..., Inventory Management, Retirement Planning, Life Insurance, Time Management, Fixed Annuities, Analysis, Retirement, Small Business, Multi-tasking Skills, Sales Operations, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Lincensed in Long-Term..., Multi-generational..., Multi-generational..., Succession Planning, Wealth Preservation..., Investments, Thought Leadership, Employee Benefits, Commercial Insurance, Customer Service
Education
Southern Methodist University 1999 — 2003
BFA, Theater Major Acting track
Phil Lukins Phil Lukins's New York Life Insurance Company Experience April 2010 - July 2010
Job Vice President, Sales at Time Financial
Industry Financial Services
Experience
Time Financial 2010 - Present
Hartford Life 2010 - 2012
New York Life Insurance Company April 2010 - July 2010
Principal Financial Group February 1997 - March 2010
Education
Southern Oregon University 1978 — 1982
Bachelor of Science, Business-Marketing and Management
Time Financial 2010 - Present
Hartford Life 2010 - 2012
New York Life Insurance Company April 2010 - July 2010
Principal Financial Group February 1997 - March 2010
Education
Southern Oregon University 1978 — 1982
Bachelor of Science, Business-Marketing and Management
Brandon Egervari's New York Life Insurance Company Experience May 2014 - Present
Job Cart Crew at Costco Wholesale
Industry International Affairs
Experience
Costco Wholesale May 2015 - Present
Chartwells Higher Education Dining Services September 2014 - Present
New York Life Insurance Company May 2014 - Present
Southern Connecticut State University September 2012 - Present
Electrolux June 2014 - July 2014
Southern Connecticut State University Residence Life August 2013 - December 2013
Southern Connecticut State University West Hall Council September 2012 - May 2013
Youth Conservation Corps October 2010 - August 2012
Skills
Acting, Politics, History, Facebook, Music, Techno-Functional, Writing, Business, Finance, Trading Stocks
Education
Southern Connecticut State University 2012 — 2016
Bachelor's Degree, Finance, Sophomore
Oxford High School 2008 — 2012
GED with Honors
Costco Wholesale May 2015 - Present
Chartwells Higher Education Dining Services September 2014 - Present
New York Life Insurance Company May 2014 - Present
Southern Connecticut State University September 2012 - Present
Electrolux June 2014 - July 2014
Southern Connecticut State University Residence Life August 2013 - December 2013
Southern Connecticut State University West Hall Council September 2012 - May 2013
Youth Conservation Corps October 2010 - August 2012
Skills
Acting, Politics, History, Facebook, Music, Techno-Functional, Writing, Business, Finance, Trading Stocks
Education
Southern Connecticut State University 2012 — 2016
Bachelor's Degree, Finance, Sophomore
Oxford High School 2008 — 2012
GED with Honors
Rhett Wood Rhett Wood's New York Life Insurance Company Experience October 2011 - January 2013
Job Investment Advisor Representative at Bertrand Financial Solutions
Industry Financial Services
Experience
Bertrand Financial Solutions January 2013 - Present
New York Life Insurance Company October 2011 - January 2013
Skills
Social Security, Income Planning, Fixed Indexed Annuities, Fixed Annuities, Indexed Annuities, IRAs, Estate Planning, Mutual Funds
Education
Southern Nazarene University 2014 — 2015
Bertrand Financial Solutions January 2013 - Present
New York Life Insurance Company October 2011 - January 2013
Skills
Social Security, Income Planning, Fixed Indexed Annuities, Fixed Annuities, Indexed Annuities, IRAs, Estate Planning, Mutual Funds
Education
Southern Nazarene University 2014 — 2015
Christopher Broome, MSA's New York Life Insurance Company Experience June 2010 - April 2011
Job Staff Accountant at Levine, Caufield, Martin & Goldberg, P.C
Industry Accounting
Experience
Levine, Caufield, Martin & Goldberg, P.C September 2013 - Present
Abrams Little-Gill Loberfeld PC January 2013 - April 2013
State Street June 2011 - January 2013
SNHU Volunteer Income Tax Association January 2012 - April 2012
Pepper Dining - Chili's July 2007 - July 2011
New York Life Insurance Company June 2010 - April 2011
Skills
Account Reconciliation, Financial Statements, General Ledger, Mutual Funds, Cash, Tax Preparation, Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, XCM Workflow, Bloomberg Terminal, Public Speaking, QuickBooks, Customer Service, Accounting, Financial Analysis, Auditing, Finance, Tax, Internal Controls, Accruals, GAAP, Tax Returns
Education
Southern New Hampshire University 2012 — 2015
Master of Science, Accounting
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Accounting & Finance
Manchester Memorial High School 2004 — 2007
High School Diploma, Finance, General
Levine, Caufield, Martin & Goldberg, P.C September 2013 - Present
Abrams Little-Gill Loberfeld PC January 2013 - April 2013
State Street June 2011 - January 2013
SNHU Volunteer Income Tax Association January 2012 - April 2012
Pepper Dining - Chili's July 2007 - July 2011
New York Life Insurance Company June 2010 - April 2011
Skills
Account Reconciliation, Financial Statements, General Ledger, Mutual Funds, Cash, Tax Preparation, Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, XCM Workflow, Bloomberg Terminal, Public Speaking, QuickBooks, Customer Service, Accounting, Financial Analysis, Auditing, Finance, Tax, Internal Controls, Accruals, GAAP, Tax Returns
Education
Southern New Hampshire University 2012 — 2015
Master of Science, Accounting
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Accounting & Finance
Manchester Memorial High School 2004 — 2007
High School Diploma, Finance, General
Jack Hammond's New York Life Insurance Company Experience June 2012 - October 2013
Job Purchasing Administrator at Terra Design & Purchasing
Industry Motion Pictures and Film
Experience
Terra Design & Purchasing August 2014 - Present
New York Life Insurance Company June 2012 - October 2013
Strait Music Co August 2009 - June 2012
Anna District #37 August 2007 - August 2009
Skills
Purchasing, Logistics, Hospitality Purchasing, QuickBooks, Microsoft Excel
Education
Southern Illinois University, Carbondale 1997 — 2004
Bachelor's of Music, Music Education
U.S. Navy Steelworker "A" School 1990 — 1990
Certificate of Completion, Steelworker
Terra Design & Purchasing August 2014 - Present
New York Life Insurance Company June 2012 - October 2013
Strait Music Co August 2009 - June 2012
Anna District #37 August 2007 - August 2009
Skills
Purchasing, Logistics, Hospitality Purchasing, QuickBooks, Microsoft Excel
Education
Southern Illinois University, Carbondale 1997 — 2004
Bachelor's of Music, Music Education
U.S. Navy Steelworker "A" School 1990 — 1990
Certificate of Completion, Steelworker
Troy Rattler's New York Life Insurance Company Experience April 2011 - May 2012
Job Finance Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2012 - Present
New York Life Insurance Company April 2011 - May 2012
US ARMY January 2009 - April 2011
Skills
Strategic Financial..., Financial Analysis, Finance, Insurance, Long Term Care Insurance, Disability Insurance, Group Medical, Succession Planning
Education
Solano Community College 2009 — 2011
Marketing/Marketing Management, General
Northwestern Mutual June 2012 - Present
New York Life Insurance Company April 2011 - May 2012
US ARMY January 2009 - April 2011
Skills
Strategic Financial..., Financial Analysis, Finance, Insurance, Long Term Care Insurance, Disability Insurance, Group Medical, Succession Planning
Education
Solano Community College 2009 — 2011
Marketing/Marketing Management, General
Stephen A. Hedrick's New York Life Insurance Company Experience October 2012 - September 2014
Job Account Manager at The Boon Group, Inc.
Industry Financial Services
Experience
The Boon Group, Inc. March 2015 - Present
Opes One Advisors, Gaurdian Life, Pershing LLC, Park Avenue Securities August 2014 - Present
New York Life Insurance Company October 2012 - September 2014
Swensen's Ice Cream July 2010 - October 2012
Eric L Olson, MD February 2009 - January 2012
Behavioral Centers of America March 2009 - November 2010
Optimist Syndicate January 2008 - February 2009
Skills
Management, Public Relations, Insurance, Account Management, Investments, Financial Analysis, Customer Satisfaction, Customer Service, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, 401k Rollovers, Estate Planning, Life Insurance, Financial Advisory, Term Life Insurance, Buy-sell Agreements, Asset Management, Key Person Insurance, Disability Insurance, Variable Annuities, Wealth, Wealth Management..., Outstanding..., Series 6, Securities, Licensed Life & Health..., Universal Life, College Savings Plans, Whole Life, Risk Management, 401k, Solution Implementation, Personal Finance, Asset Allocation, Health Insurance, Pensions, New Business Development, Venture Philanthropy, Voluntary Payroll..., Problem Sensitivity, Crisis Management, Strategy Implementation, Event Planning, Event Management, FINRA, Leadership, Data Analysis, Financial Planning
Education
UTPB 2007 — 2012
Psychology, Mariage and Family Therapy, Behavioral Sciences, Business minor
Southern Methodist University 2004 — 2006
Mechanical Engineering, Communications
The Boon Group, Inc. March 2015 - Present
Opes One Advisors, Gaurdian Life, Pershing LLC, Park Avenue Securities August 2014 - Present
New York Life Insurance Company October 2012 - September 2014
Swensen's Ice Cream July 2010 - October 2012
Eric L Olson, MD February 2009 - January 2012
Behavioral Centers of America March 2009 - November 2010
Optimist Syndicate January 2008 - February 2009
Skills
Management, Public Relations, Insurance, Account Management, Investments, Financial Analysis, Customer Satisfaction, Customer Service, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, 401k Rollovers, Estate Planning, Life Insurance, Financial Advisory, Term Life Insurance, Buy-sell Agreements, Asset Management, Key Person Insurance, Disability Insurance, Variable Annuities, Wealth, Wealth Management..., Outstanding..., Series 6, Securities, Licensed Life & Health..., Universal Life, College Savings Plans, Whole Life, Risk Management, 401k, Solution Implementation, Personal Finance, Asset Allocation, Health Insurance, Pensions, New Business Development, Venture Philanthropy, Voluntary Payroll..., Problem Sensitivity, Crisis Management, Strategy Implementation, Event Planning, Event Management, FINRA, Leadership, Data Analysis, Financial Planning
Education
UTPB 2007 — 2012
Psychology, Mariage and Family Therapy, Behavioral Sciences, Business minor
Southern Methodist University 2004 — 2006
Mechanical Engineering, Communications
Dee Dee Bates's New York Life Insurance Company Experience January 2015 - Present
Job Changing lives one day at a time! 🙌🏽
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Dee Dee Bates State Farm Agency January 2006 - January 2015
I Am Gracious 2011 - 2013
Corporate and Community Banks January 2000 - January 2006
Skills
Result Oriented, Referrals, Helping Clients Succeed, Servant Leadership, Business Acquisition, Building Strong..., Retention Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science, Business Management
New York Life Insurance Company January 2015 - Present
Dee Dee Bates State Farm Agency January 2006 - January 2015
I Am Gracious 2011 - 2013
Corporate and Community Banks January 2000 - January 2006
Skills
Result Oriented, Referrals, Helping Clients Succeed, Servant Leadership, Business Acquisition, Building Strong..., Retention Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science, Business Management
Bernie Zhu Bernie Zhu's New York Life Insurance Company Experience AgentNew York Life Insurance CompanyDecember 2003 - September 2006
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company AgentNew York Life Insurance CompanyDecember 2003 - September 2006
Education
South China University of Technology 1982 — 1986
BS, Machanical Engineering
New York Life Insurance Company AgentNew York Life Insurance CompanyDecember 2003 - September 2006
Education
South China University of Technology 1982 — 1986
BS, Machanical Engineering
J. Scott Taylor, CRPC J. Scott Taylor, CRPC's New York Life Insurance Company Experience 1985 - 1989
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 1996 - Present
Pregnancy Care Center 2008 - 2010
New York Life Insurance Company 1985 - 1989
Education
Southwest Baptist University 1985 — 1989
Bachelor of Science, Finance, Management & Marketing
Ameriprise Financial February 1996 - Present
Pregnancy Care Center 2008 - 2010
New York Life Insurance Company 1985 - 1989
Education
Southwest Baptist University 1985 — 1989
Bachelor of Science, Finance, Management & Marketing
Michael Spielmann Michael Spielmann's New York Life Insurance Company Experience October 2011 - May 2012
Job Senior Consultant at Retire On Income
Industry Consumer Goods
Experience
Retire On Income June 2012 - Present
New York Life Insurance Company October 2011 - May 2012
The Toy Sellers Group October 2010 - December 2011
Film and Television January 2001 - February 2010
Hollywood Fight Club Theater January 2001 - February 2010
Toy Industry 2010 - 2010
Actors Network 2009 - 2010
Cheesecake Factory May 2004 - May 2009
Applebee's May 2002 - May 2004
Lake Forest High School July 1999 - May 2001
Skills
Marketing, Film, Microsoft Office, Sales, Marketing Strategy, Budgets, Training, Customer Service, Public Relations, Television, Social Networking, Research, New Business Development, Selling, Cold Calling, Networking, Social Media, Fundraising, Social Media Marketing
Education
Southern Illinois University, Carbondale 1994 — 1999
Bachelor's degree, History
Lake Forest High School 1990 — 1994
Retire On Income June 2012 - Present
New York Life Insurance Company October 2011 - May 2012
The Toy Sellers Group October 2010 - December 2011
Film and Television January 2001 - February 2010
Hollywood Fight Club Theater January 2001 - February 2010
Toy Industry 2010 - 2010
Actors Network 2009 - 2010
Cheesecake Factory May 2004 - May 2009
Applebee's May 2002 - May 2004
Lake Forest High School July 1999 - May 2001
Skills
Marketing, Film, Microsoft Office, Sales, Marketing Strategy, Budgets, Training, Customer Service, Public Relations, Television, Social Networking, Research, New Business Development, Selling, Cold Calling, Networking, Social Media, Fundraising, Social Media Marketing
Education
Southern Illinois University, Carbondale 1994 — 1999
Bachelor's degree, History
Lake Forest High School 1990 — 1994
Christopher Sweet, CMMT Christopher Sweet, CMMT's New York Life Insurance Company Experience December 2006 - June 2011
Job Treasurer/Tax Collector at Town of North Attleborough
Industry Government Administration
Experience
Town of North Attleborough April 2012 - Present
DFDwyer & Associates June 2011 - April 2012
Town of North Attleborough April 2009 - April 2012
New York Life Insurance Company December 2006 - June 2011
International Insignia Corp. January 2005 - August 2006
The Robbins Company in Attleboro, MA July 1991 - September 2003
Moore Tool Company September 1988 - June 1991
PerkinElmer Corp. June 1983 - August 1988
Mahoney Notify-Plus Inc. January 1982 - June 1983
Skills
Financial Advisory, Managerial, Local Government, Contract Negotiation, Purchasing, Financial Analysis, Business Analysis, Quality Assurance, Information Technology, Insurance, Microsoft Excel, Public Speaking, Small Business, Real Estate, Project Planning, Customer Service, Event Planning, Management, Marketing, Team Building, Fundraising, Process Improvement, Leadership, Strategic Financial..., Strategic Planning, Community Outreach, Project Management, Financial Planners, Analysis, Public Policy, Finance, Program Management, Negotiation, Research, Team Leadership, PowerPoint, Microsoft Word, Financial Services, Budgets, Disability Insurance, Investments, Mutual Funds, Estate Planning, Government, Nonprofits, Business Planning, Fixed Annuities, Retirement Planning, Life Insurance, Series 63
Education
Skidmore College 1979 — 1982
B.S., Studio Art - Ceramics, Jewelry, Art History
University of Arizona 1977 — 1979
none, Fine Art
The Lawrenceville School 1975 — 1977
HS Diploma, College Prep
King
Town of North Attleborough April 2012 - Present
DFDwyer & Associates June 2011 - April 2012
Town of North Attleborough April 2009 - April 2012
New York Life Insurance Company December 2006 - June 2011
International Insignia Corp. January 2005 - August 2006
The Robbins Company in Attleboro, MA July 1991 - September 2003
Moore Tool Company September 1988 - June 1991
PerkinElmer Corp. June 1983 - August 1988
Mahoney Notify-Plus Inc. January 1982 - June 1983
Skills
Financial Advisory, Managerial, Local Government, Contract Negotiation, Purchasing, Financial Analysis, Business Analysis, Quality Assurance, Information Technology, Insurance, Microsoft Excel, Public Speaking, Small Business, Real Estate, Project Planning, Customer Service, Event Planning, Management, Marketing, Team Building, Fundraising, Process Improvement, Leadership, Strategic Financial..., Strategic Planning, Community Outreach, Project Management, Financial Planners, Analysis, Public Policy, Finance, Program Management, Negotiation, Research, Team Leadership, PowerPoint, Microsoft Word, Financial Services, Budgets, Disability Insurance, Investments, Mutual Funds, Estate Planning, Government, Nonprofits, Business Planning, Fixed Annuities, Retirement Planning, Life Insurance, Series 63
Education
Skidmore College 1979 — 1982
B.S., Studio Art - Ceramics, Jewelry, Art History
University of Arizona 1977 — 1979
none, Fine Art
The Lawrenceville School 1975 — 1977
HS Diploma, College Prep
King
Herlinda Heras CTA Herlinda Heras CTA's New York Life Insurance Company Experience April 2010 - July 2013
Job Herlinda Heras Certified Tourism Ambassador, CoHost Craft Beer Radio; Brew HaHa Show, Private Chef
Industry Public Relations and Communications
Experience
The Drive W Steve Jaxon ksro January 2014 - Present
Herlinda Heras July 2013 - Present
New York Life Insurance Company April 2010 - July 2013
Courseco Inc August 2005 - February 2009
Six Flags Discovery Kingdom 2006 - 2007
Skills
Sales Management, Retirement, Retirement Planning, Analysis, Sales, Life Insurance, Fixed Annuities, Long Term Care Insurance, Strategic Planning, New Business Development, Food & Beverage, Public Relations, Marketing, Long-term Care, Small Business, Health Insurance, Employee Benefits, Whole Life, Disability Insurance, Term Life Insurance, Social Networking, Guaranteed Lifetime..., Fundraising, Social Media Marketing, Public Speaking, Event Planning, Insurance, Strategic Financial..., Team Building, Marketing Strategy, Email Marketing, Social Media, Television, Hotels, Hospitality, Advertising, Facebook, Marketing Communications, Event Management
Education
Sonoma State University
The Drive W Steve Jaxon ksro January 2014 - Present
Herlinda Heras July 2013 - Present
New York Life Insurance Company April 2010 - July 2013
Courseco Inc August 2005 - February 2009
Six Flags Discovery Kingdom 2006 - 2007
Skills
Sales Management, Retirement, Retirement Planning, Analysis, Sales, Life Insurance, Fixed Annuities, Long Term Care Insurance, Strategic Planning, New Business Development, Food & Beverage, Public Relations, Marketing, Long-term Care, Small Business, Health Insurance, Employee Benefits, Whole Life, Disability Insurance, Term Life Insurance, Social Networking, Guaranteed Lifetime..., Fundraising, Social Media Marketing, Public Speaking, Event Planning, Insurance, Strategic Financial..., Team Building, Marketing Strategy, Email Marketing, Social Media, Television, Hotels, Hospitality, Advertising, Facebook, Marketing Communications, Event Management
Education
Sonoma State University
Patrick Lonergan Patrick Lonergan's New York Life Insurance Company Experience 2009 - Present
Job Owner at The Lonergan Group
Industry Financial Services
Experience
The Lonergan Group July 2013 - Present
Clinton Symphony Orchestra 2012 - Present
New York Life Insurance Company 2009 - Present
Skills
Investments, Management Consulting, Life Insurance, Long Term Care Insurance, IRAs, Real Estate, Estate Planning, Long-term Care, 401k, Financial Planners, Fixed Annuities, Insurance, Retirement, Retirement Planning, Small Business, Strategic Financial..., Financial Planning, Marketing, Finance, Sales
Education
Simpson College 1998 — 2002
Political Science, Philosophy
The Lonergan Group July 2013 - Present
Clinton Symphony Orchestra 2012 - Present
New York Life Insurance Company 2009 - Present
Skills
Investments, Management Consulting, Life Insurance, Long Term Care Insurance, IRAs, Real Estate, Estate Planning, Long-term Care, 401k, Financial Planners, Fixed Annuities, Insurance, Retirement, Retirement Planning, Small Business, Strategic Financial..., Financial Planning, Marketing, Finance, Sales
Education
Simpson College 1998 — 2002
Political Science, Philosophy
CHIA-HAO LIN, MBA's New York Life Insurance Company Experience July 2014 - Present
Job Branding & Advertising Marketing Director
Industry Marketing and Advertising
Experience
New York Life Insurance Company July 2014 - Present
Cooper Investors Inc. - World Journal September 2008 - July 2014
University of Connecticut August 2007 - January 2008
Anthem July 2007 - August 2007
Skills
SPSS, Statistical Data..., Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media, Social Skills, Social Marketing, Market Research, Marketing Management, Consultants, Business Strategy, Advertising, Online Advertising, Advertising Sales, Interactive Advertising, Mobile Advertising, Advertising Research, Public Relations, Marketing, Start-ups, Integrated Marketing, Digital Marketing, Management, Sales, Event Planning, Social Networking, CRM, Lead Generation, Digital Media, Strategy
Education
The University of Connecticut School of Business 2006 — 2008
Master of Business Administration (MBA), Finance & Marketing
Soochow University 2000 — 2004
Bachelor of Arts (BA), English Literature (British and Commonwealth), 3.54
New York Life Insurance Company July 2014 - Present
Cooper Investors Inc. - World Journal September 2008 - July 2014
University of Connecticut August 2007 - January 2008
Anthem July 2007 - August 2007
Skills
SPSS, Statistical Data..., Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media, Social Skills, Social Marketing, Market Research, Marketing Management, Consultants, Business Strategy, Advertising, Online Advertising, Advertising Sales, Interactive Advertising, Mobile Advertising, Advertising Research, Public Relations, Marketing, Start-ups, Integrated Marketing, Digital Marketing, Management, Sales, Event Planning, Social Networking, CRM, Lead Generation, Digital Media, Strategy
Education
The University of Connecticut School of Business 2006 — 2008
Master of Business Administration (MBA), Finance & Marketing
Soochow University 2000 — 2004
Bachelor of Arts (BA), English Literature (British and Commonwealth), 3.54
Dwight D. Freeman Dwight D. Freeman's New York Life Insurance Company Experience May 2009 - Present
Job Dedicated Producer at New York Life Insurance Company helping families and highnet worth individuals leave a legacy
Industry Financial Services
Experience
New York Life Insurance Company May 2009 - Present
New York Life Insurance Company May 2009 - February 2013
Norfolk State University May 2007 - December 2008
Norfolk State University April 2002 - April 2007
University of Miami November 1995 - April 2002
James Madison University March 1994 - November 1995
Marshall University March 1990 - March 1994
Education
Western State Colorado University 1981 — 1982
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Southern Methodist University 1979 — 1981
Business, Management, Marketing, and Related Support Services
Hutchinson Community College 1977 — 1979
Associate's Degree, Business Administration and Management, General
New York Life Insurance Company May 2009 - Present
New York Life Insurance Company May 2009 - February 2013
Norfolk State University May 2007 - December 2008
Norfolk State University April 2002 - April 2007
University of Miami November 1995 - April 2002
James Madison University March 1994 - November 1995
Marshall University March 1990 - March 1994
Education
Western State Colorado University 1981 — 1982
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Southern Methodist University 1979 — 1981
Business, Management, Marketing, and Related Support Services
Hutchinson Community College 1977 — 1979
Associate's Degree, Business Administration and Management, General
Lonnie Williams Lonnie Williams's New York Life Insurance Company Experience June 2007 - August 2009
Job President at S.F.S. Consulting Group, Inc.
Industry Marketing and Advertising
Experience
S.F.S. Consulting Group, Inc. June 2011 - Present
600 Inc. April 2011 - June 2011
600 Inc. August 2009 - April 2010
New York Life Insurance Company June 2007 - August 2009
Skills
Customer Service, Sales, Public Speaking, Marketing, Social Media, Sales Management, Account Management, Leadership, Public Relations, Marketing Strategy, Fundraising, Direct Sales, Team Building, CRM, Time Management, Interviews, Microsoft Office, Event Planning, Human Resources, Social Media Marketing, Social Networking, Training
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor of Science, Community Health
Niles West High School 1998 — 2002
S.F.S. Consulting Group, Inc. June 2011 - Present
600 Inc. April 2011 - June 2011
600 Inc. August 2009 - April 2010
New York Life Insurance Company June 2007 - August 2009
Skills
Customer Service, Sales, Public Speaking, Marketing, Social Media, Sales Management, Account Management, Leadership, Public Relations, Marketing Strategy, Fundraising, Direct Sales, Team Building, CRM, Time Management, Interviews, Microsoft Office, Event Planning, Human Resources, Social Media Marketing, Social Networking, Training
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor of Science, Community Health
Niles West High School 1998 — 2002
Pat Kenny Pat Kenny's New York Life Insurance Company Experience 2004 - 2006
Job GENERAL SECURITIES REPRESENTATIVE
Industry Financial Services
Experience
MOAA, Lewis & Clark Chapter July 2011 - Present
Rotary Club of Tri-Cities Sunrise July 1994 - Present
Crown Capital Securities, L.P. July 2006 - October 2014
Camp Patriot, Inc 2005 - December 2013
Hanford Reach Charters, LLC September 2001 - September 2011
New York Life Insurance Company 2004 - 2006
Cargill, Incorporated September 1985 - February 2001
Private Consulting- Agriculture January 1979 - September 1985
Food Develoopment Corporation June 1976 - January 1979
Oregon Potato, a C.Brewer Company January 1976 - June 1976
Skills
Securities, Leadership, Series 7, Military, Investments, Strategic Planning, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Budgets, Strategic Financial..., Customer Service, Asset Management, Program Management, Small Business, Mutual Funds, Team Building, Research, Leadership Development, Long Term Care Insurance
Education
Southeast Missouri State University 1962 — 1968
BS, Biology
Mercy High School 1960 — 1962
High School Diploma, General studies.
MOAA, Lewis & Clark Chapter July 2011 - Present
Rotary Club of Tri-Cities Sunrise July 1994 - Present
Crown Capital Securities, L.P. July 2006 - October 2014
Camp Patriot, Inc 2005 - December 2013
Hanford Reach Charters, LLC September 2001 - September 2011
New York Life Insurance Company 2004 - 2006
Cargill, Incorporated September 1985 - February 2001
Private Consulting- Agriculture January 1979 - September 1985
Food Develoopment Corporation June 1976 - January 1979
Oregon Potato, a C.Brewer Company January 1976 - June 1976
Skills
Securities, Leadership, Series 7, Military, Investments, Strategic Planning, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Budgets, Strategic Financial..., Customer Service, Asset Management, Program Management, Small Business, Mutual Funds, Team Building, Research, Leadership Development, Long Term Care Insurance
Education
Southeast Missouri State University 1962 — 1968
BS, Biology
Mercy High School 1960 — 1962
High School Diploma, General studies.
Jim Blank Jim Blank's New York Life Insurance Company Experience March 2005 - February 2006
Job Supervisor, True Grits at University of Maryland Baltimore County
Industry Logistics and Supply Chain
Experience
University of Maryland Baltimore County August 2014 - Present
Turf Valley Resorts September 2012 - Present
CACI International Inc May 2006 - August 2011
Navy Reserve January 1989 - August 2006
New York Life Insurance Company March 2005 - February 2006
Resolvit Resources, LLC August 2004 - February 2005
Impact Innovations/USPS Post Office Online January 1997 - January 2002
Carr, Goodson, Lee & Warner, LLC August 1997 - January 1998
Baker & Hostetler LLP April 1994 - August 1997
Tisoft October 1989 - April 1994
Education
University of Maryland University College 1983 — 1985
BS, Government & Politics
Southern Illinois University, Carbondale
University of Maryland Baltimore County August 2014 - Present
Turf Valley Resorts September 2012 - Present
CACI International Inc May 2006 - August 2011
Navy Reserve January 1989 - August 2006
New York Life Insurance Company March 2005 - February 2006
Resolvit Resources, LLC August 2004 - February 2005
Impact Innovations/USPS Post Office Online January 1997 - January 2002
Carr, Goodson, Lee & Warner, LLC August 1997 - January 1998
Baker & Hostetler LLP April 1994 - August 1997
Tisoft October 1989 - April 1994
Education
University of Maryland University College 1983 — 1985
BS, Government & Politics
Southern Illinois University, Carbondale
Mark Wierson Mark Wierson's New York Life Insurance Company Experience June 2012 - July 2013
Job Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store July 2013 - Present
New York Life Insurance Company June 2012 - July 2013
BTC Capital Management August 2001 - August 2011
National Travelers Life Company June 1986 - July 2001
Principal Financial Group June 1978 - June 1986
Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Securities, Mutual Funds, Retirement Planning, Fixed Income, Equities, Bloomberg, Accounting, Management, Bonds, Sales, Strategy, Morningstar, Economics, Real Estate, Pensions
Education
Simpson College 1976 — 1978
Bachelor Of Arts, Accounting and Business Administration; Finance
The Mutual Fund Store July 2013 - Present
New York Life Insurance Company June 2012 - July 2013
BTC Capital Management August 2001 - August 2011
National Travelers Life Company June 1986 - July 2001
Principal Financial Group June 1978 - June 1986
Skills
Investments, Portfolio Management, Asset Allocation, Financial Services, Securities, Mutual Funds, Retirement Planning, Fixed Income, Equities, Bloomberg, Accounting, Management, Bonds, Sales, Strategy, Morningstar, Economics, Real Estate, Pensions
Education
Simpson College 1976 — 1978
Bachelor Of Arts, Accounting and Business Administration; Finance
Rebecca Beaudin's New York Life Insurance Company Experience May 2006 - October 2010
Job Human Resources Professional
Industry Human Resources
Experience
UNIT4 CODA 2011 - June 2013
New York Life Insurance Company May 2006 - October 2010
Modern Bride January 2004 - June 2006
Skills
Interviews
Education
Southern New Hampshire University 2005 — 2010
Bachelors, Marketing
Southern NH University
UNIT4 CODA 2011 - June 2013
New York Life Insurance Company May 2006 - October 2010
Modern Bride January 2004 - June 2006
Skills
Interviews
Education
Southern New Hampshire University 2005 — 2010
Bachelors, Marketing
Southern NH University
Erick Barone's New York Life Insurance Company Experience January 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Skills
Insurance, Employee Benefits, Estate Planning, Retirement Planning, IRA's, Retirement, Special Needs Planning, life time income, Term Life Insurance, Annuities, Guaranteed Lifetime..., Fixed Annuities, IRAs
Education
Southern Connecticut State University 2004 — 2008
Bachelors, Marketing
Ross 2000 — 2003
New York Life Insurance Company January 2009 - Present
Skills
Insurance, Employee Benefits, Estate Planning, Retirement Planning, IRA's, Retirement, Special Needs Planning, life time income, Term Life Insurance, Annuities, Guaranteed Lifetime..., Fixed Annuities, IRAs
Education
Southern Connecticut State University 2004 — 2008
Bachelors, Marketing
Ross 2000 — 2003
Budd Black Budd Black's New York Life Insurance Company Experience November 2008 - December 2010
Job Interim Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments January 2011 - April 2015
Dixie State College August 2008 - May 2011
New York Life Insurance Company November 2008 - December 2010
Reid-Ashman Mfg September 2005 - October 2008
Reid-Ashman Mfg March 1999 - September 2005
Precise Metal Finishing December 1996 - February 1999
Pioneer Wholesale January 1987 - December 1996
Skills
Customer Service, Sales, Sales Management, Marketing, Marketing Strategy, Event Planning, Strategic Planning, Market Research, Business Development, Training, Budgets, Strategy, Product Development, Management, Customer Satisfaction, Advertising
Education
Southern Utah University 2004 — 2005
Master, Business Administration2005
Dixie State CollegeSt 1999 — 2004
Bachelor of Science, Business Administration2004
Fidelity Investments 2015 - Present
Fidelity Investments January 2011 - April 2015
Dixie State College August 2008 - May 2011
New York Life Insurance Company November 2008 - December 2010
Reid-Ashman Mfg September 2005 - October 2008
Reid-Ashman Mfg March 1999 - September 2005
Precise Metal Finishing December 1996 - February 1999
Pioneer Wholesale January 1987 - December 1996
Skills
Customer Service, Sales, Sales Management, Marketing, Marketing Strategy, Event Planning, Strategic Planning, Market Research, Business Development, Training, Budgets, Strategy, Product Development, Management, Customer Satisfaction, Advertising
Education
Southern Utah University 2004 — 2005
Master, Business Administration2005
Dixie State CollegeSt 1999 — 2004
Bachelor of Science, Business Administration2004
Dava Vitale Dava Vitale's New York Life Insurance Company Experience March 2007 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2007 - Present
New York Life Insurance Company 2008 - 2011
Hamden Eye Center January 2005 - March 2008
Education
Southern Connecticut State University 2000 — 2004
Psychology, Sociology and Public Health
New York Life Insurance Company March 2007 - Present
New York Life Insurance Company 2008 - 2011
Hamden Eye Center January 2005 - March 2008
Education
Southern Connecticut State University 2000 — 2004
Psychology, Sociology and Public Health
Del Byassee's New York Life Insurance Company Experience October 2006 - Present
Job Corporate Vice President System Development
Industry Information Technology and Services
Experience
New York Life Insurance Company October 2006 - Present
Truckee Meadows Community College September 2006 - July 2012
Harley Davidson Financial Services January 2004 - October 2006
State of Nevada November 2002 - January 2004
Federal Express October 1997 - October 2002
Hunter Fan Company September 1995 - October 1997
Maytag September 1990 - September 1995
Skills
Project Management, Quality Assurance, Organizational..., Product Development, Cross-functional Team..., Change Management, Business Analysis, Software Development, Management, Leadership, Project Planning, Process Improvement, Training, Software Project..., PMP, Budgets, Team Building, Procurement, Enterprise Software, Organizational..., Supply Chain Management, Program Management, Vendor Management, SDLC, Team Leadership, Strategy
Education
Southern Illinois University, Edwardsville 1991 — 1994
MBA, Operations Management
Southern Illinois University, Carbondale 1986 — 1990
Bachelor of Science, Electrical Engineering
Meridian High School 1982 — 1986
High School, Salutatorian
New York Life Insurance Company October 2006 - Present
Truckee Meadows Community College September 2006 - July 2012
Harley Davidson Financial Services January 2004 - October 2006
State of Nevada November 2002 - January 2004
Federal Express October 1997 - October 2002
Hunter Fan Company September 1995 - October 1997
Maytag September 1990 - September 1995
Skills
Project Management, Quality Assurance, Organizational..., Product Development, Cross-functional Team..., Change Management, Business Analysis, Software Development, Management, Leadership, Project Planning, Process Improvement, Training, Software Project..., PMP, Budgets, Team Building, Procurement, Enterprise Software, Organizational..., Supply Chain Management, Program Management, Vendor Management, SDLC, Team Leadership, Strategy
Education
Southern Illinois University, Edwardsville 1991 — 1994
MBA, Operations Management
Southern Illinois University, Carbondale 1986 — 1990
Bachelor of Science, Electrical Engineering
Meridian High School 1982 — 1986
High School, Salutatorian
Dr. Milton Harris, DBA Dr. Milton Harris, DBA's New York Life Insurance Company Experience January 2008 - December 2009
Job Real Estate, Finance, & Education
Industry Education Management
Experience
100 Black Men of San Antonio, Inc. June 2014 - Present
Brown Mackie College August 2013 - Present
MB Harris Properties July 2004 - Present
Milton B. Harris, DBA, MBA, ChFC, CLU January 2010 - December 2012
New York Life Insurance Company January 2008 - December 2009
United States Air Force November 1986 - November 2006
Skills
Financial Analysis, Management, Personal Finance, Acquisitions, Program Management, Budgets, Human Resources, Business Planning, Training, Employee Relations, Real Estate, Procurement, Risk Management, Team Building, Leadership Development, Leadership, Analysis, Strategic Planning, Marketing, Finance, Operations Management, Sales, Entrepreneurship, Management Consulting
Education
Walden University 2011 — 2013
Doctorate of Business Administration (DBA) Finance
The American College 2008 — 2009
CLU®, ChFC®, Chartered Life Underwriter, Chartered Financial Consultant
Webster University 2003 — 2005
MBA, Business
Southern Illinois University, Carbondale 1997 — 1999
BS, Industrial Technology
100 Black Men of San Antonio, Inc. June 2014 - Present
Brown Mackie College August 2013 - Present
MB Harris Properties July 2004 - Present
Milton B. Harris, DBA, MBA, ChFC, CLU January 2010 - December 2012
New York Life Insurance Company January 2008 - December 2009
United States Air Force November 1986 - November 2006
Skills
Financial Analysis, Management, Personal Finance, Acquisitions, Program Management, Budgets, Human Resources, Business Planning, Training, Employee Relations, Real Estate, Procurement, Risk Management, Team Building, Leadership Development, Leadership, Analysis, Strategic Planning, Marketing, Finance, Operations Management, Sales, Entrepreneurship, Management Consulting
Education
Walden University 2011 — 2013
Doctorate of Business Administration (DBA) Finance
The American College 2008 — 2009
CLU®, ChFC®, Chartered Life Underwriter, Chartered Financial Consultant
Webster University 2003 — 2005
MBA, Business
Southern Illinois University, Carbondale 1997 — 1999
BS, Industrial Technology
Steven Weinstein, JD, LL.M's New York Life Insurance Company Experience March 2010 - March 2012
Job Attorney/Shareholder at Weinstein Bosteder, PC
Industry Law Practice
Experience
Weinstein Bosteder, PC April 2013 - Present
Weinstein Law Firm April 2012 - April 2013
New York Life Insurance Company March 2010 - March 2012
New York Life Insurance Company 1997 - March 2010
Ernst & Young March 1995 - November 1996
Roberts Law Group January 1995 - August 1995
US Department of the Treasury 1994 - 1994
Skills
Defined Benefit, Pensions, Employee Benefits, Retirement, Estate Planning, Succession Planning, Business Planning, Tax, 401k, Investments, Tax Law, Retirement Planning, Life Insurance, Executive Pay, Term Life Insurance, IRAs, Personal Injury, Contract Review, Criminal Law, Bankruptcy, Appellate Practice, Business Law, Gaming Law, Trademarks, Property Law, Torts, Consumer Law, Employment Law, Insurance, Disability Insurance, ERISA, Financial Services, Long-term Care, Contract Management, Legal Writing, Mutual Funds, Trusts, Estate Tax Planning, Securities, Fixed Annuities, Financial Planners, Civil Litigation, Asset Protection, Buy-sell Agreements, Litigation, Family Law, Wealth, Legal Assistance, Corporate Law, Wealth Preservation...
Education
Southern Methodist University Dedman School of Law 1993 — 1993
LL.M., Taxation
Whittier Law School 1990 — 1993
JD, Law
University of Southern California 1985 — 1990
BS, Public Science
Weinstein Bosteder, PC April 2013 - Present
Weinstein Law Firm April 2012 - April 2013
New York Life Insurance Company March 2010 - March 2012
New York Life Insurance Company 1997 - March 2010
Ernst & Young March 1995 - November 1996
Roberts Law Group January 1995 - August 1995
US Department of the Treasury 1994 - 1994
Skills
Defined Benefit, Pensions, Employee Benefits, Retirement, Estate Planning, Succession Planning, Business Planning, Tax, 401k, Investments, Tax Law, Retirement Planning, Life Insurance, Executive Pay, Term Life Insurance, IRAs, Personal Injury, Contract Review, Criminal Law, Bankruptcy, Appellate Practice, Business Law, Gaming Law, Trademarks, Property Law, Torts, Consumer Law, Employment Law, Insurance, Disability Insurance, ERISA, Financial Services, Long-term Care, Contract Management, Legal Writing, Mutual Funds, Trusts, Estate Tax Planning, Securities, Fixed Annuities, Financial Planners, Civil Litigation, Asset Protection, Buy-sell Agreements, Litigation, Family Law, Wealth, Legal Assistance, Corporate Law, Wealth Preservation...
Education
Southern Methodist University Dedman School of Law 1993 — 1993
LL.M., Taxation
Whittier Law School 1990 — 1993
JD, Law
University of Southern California 1985 — 1990
BS, Public Science
Kari Darnell's New York Life Insurance Company Experience October 2012 - October 2013
Job Associate Sales Representative
Industry Medical Devices
Experience
Bioventus September 2013 - Present
New York Life Insurance Company October 2012 - October 2013
City Bank August 2005 - March 2012
Womens Protective Services May 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Outlook, Time Management, Microsoft Word, Banking, Social Media, Event Planning, Accounting, Windows, English, Marketing, Public Speaking, Insurance, Durable Medical..., Finance, Bank Secrecy Act, Sales
Education
Texas Tech University 2009 — 2012
Bachelor of Science, Community Family Addiction Services
South Plains College 2006 — 2009
Bioventus September 2013 - Present
New York Life Insurance Company October 2012 - October 2013
City Bank August 2005 - March 2012
Womens Protective Services May 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Outlook, Time Management, Microsoft Word, Banking, Social Media, Event Planning, Accounting, Windows, English, Marketing, Public Speaking, Insurance, Durable Medical..., Finance, Bank Secrecy Act, Sales
Education
Texas Tech University 2009 — 2012
Bachelor of Science, Community Family Addiction Services
South Plains College 2006 — 2009
Cliff Hathaway's New York Life Insurance Company Experience January 2015 - Present
Job Dedicated New York Life Agent helping to protect families in the Central Valley
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Keller Williams Real Estate August 2013 - December 2014
Loomis October 2006 - December 2012
Loomis October 2001 - October 2006
SuperShuttle July 2000 - August 2001
Ritz Camera & Image September 1998 - June 2000
MV Transportation April 1994 - May 1997
MV Transportation March 1990 - May 1994
MV Transportation March 1987 - March 1990
MV Transportation January 1986 - March 1987
Skills
Contract Negotiation, Sales, Investment Properties, Property Management, Team Building, 401k Rollovers, Customer Relations, Estate Planning, Income Protection, Legacy Planning, Creative Problem Solving, Retirement Income..., Risk Management, Term Life Insurance, Annuity Sales, Universal Life, Whole Life Insurance, Leadership, Investors, Management, Microsoft Office, Operations Management, Training, Customer Satisfaction, Public Speaking, Real Estate, Insurance, Marketing, Finance
Education
Skyline College 1985 — 1987
Business Administration and Management, General
New York Life Insurance Company January 2015 - Present
Keller Williams Real Estate August 2013 - December 2014
Loomis October 2006 - December 2012
Loomis October 2001 - October 2006
SuperShuttle July 2000 - August 2001
Ritz Camera & Image September 1998 - June 2000
MV Transportation April 1994 - May 1997
MV Transportation March 1990 - May 1994
MV Transportation March 1987 - March 1990
MV Transportation January 1986 - March 1987
Skills
Contract Negotiation, Sales, Investment Properties, Property Management, Team Building, 401k Rollovers, Customer Relations, Estate Planning, Income Protection, Legacy Planning, Creative Problem Solving, Retirement Income..., Risk Management, Term Life Insurance, Annuity Sales, Universal Life, Whole Life Insurance, Leadership, Investors, Management, Microsoft Office, Operations Management, Training, Customer Satisfaction, Public Speaking, Real Estate, Insurance, Marketing, Finance
Education
Skyline College 1985 — 1987
Business Administration and Management, General
John Baltes's New York Life Insurance Company Experience August 2015 - Present
Job Insurance Producer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Skills
GIS, Geographic Information..., Geography, CDL Class A, Life Insurance, Accident Insurance, Annuity Sales
Education
Sinclair Community College 2013 — 2016
Associate’s Degree, Geography and Cartography, 3.7
New York Life Insurance Company August 2015 - Present
Skills
GIS, Geographic Information..., Geography, CDL Class A, Life Insurance, Accident Insurance, Annuity Sales
Education
Sinclair Community College 2013 — 2016
Associate’s Degree, Geography and Cartography, 3.7
Angie Wham's New York Life Insurance Company Experience January 2009 - October 2009
Job Admin/Clerial at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation June 2012 - Present
ALPHA TECHNOLOGY January 2011 - June 2012
Verizon Wireless October 2009 - January 2011
New York Life Insurance Company January 2009 - October 2009
Itron September 2004 - March 2008
Schlumberger May 1995 - September 2004
Skills
Customer Service, Energy, Change Management, Microsoft Word, Training, Analysis, Contract Management, Program Management
Education
Southern Wesleyan University 1996 — 1999
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Tri-County Technical College 1990 — 1993
Associate's degree, Business Administration and Management, General
Duke Energy Corporation June 2012 - Present
ALPHA TECHNOLOGY January 2011 - June 2012
Verizon Wireless October 2009 - January 2011
New York Life Insurance Company January 2009 - October 2009
Itron September 2004 - March 2008
Schlumberger May 1995 - September 2004
Skills
Customer Service, Energy, Change Management, Microsoft Word, Training, Analysis, Contract Management, Program Management
Education
Southern Wesleyan University 1996 — 1999
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Tri-County Technical College 1990 — 1993
Associate's degree, Business Administration and Management, General
Sheldon Jimenez's New York Life Insurance Company Experience September 2013 - Present
Job Financial Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
National Securities March 2012 - September 2013
EFT January 2011 - March 2012
Ally Homes August 2010 - April 2011
Church on the Rise May 2009 - August 2010
Southeastern University September 2008 - May 2009
Skills
Investments, Retirement Planning, Leadership, Portfolio Management, Life Insurance, Mutual Funds, IRAs, Public Speaking, Strategic Financial..., Business Planning, Employee Benefits, Budgets, Estate Planning, 401k Rollovers, Entrepreneurship, Asset Protection, Financial Risk..., Wealth Accumulation..., REIT, Creative Problem Solving, Creative Real Estate..., Mobile Applications, Fixed Income Strategies, Risk Management, Long-term Care, Health Insurance, Pastoral Counseling, Nutrition, Certified Personal..., Weight Management, Finance, Financial Planning
Education
Southeastern University 2006 — 2009
Bachelor's degree, Business Leadership, Practical theology
College of Staten Island 2005 — 2006
Pre-Medicine/Pre-Medical Studies
New York Life Insurance Company September 2013 - Present
National Securities March 2012 - September 2013
EFT January 2011 - March 2012
Ally Homes August 2010 - April 2011
Church on the Rise May 2009 - August 2010
Southeastern University September 2008 - May 2009
Skills
Investments, Retirement Planning, Leadership, Portfolio Management, Life Insurance, Mutual Funds, IRAs, Public Speaking, Strategic Financial..., Business Planning, Employee Benefits, Budgets, Estate Planning, 401k Rollovers, Entrepreneurship, Asset Protection, Financial Risk..., Wealth Accumulation..., REIT, Creative Problem Solving, Creative Real Estate..., Mobile Applications, Fixed Income Strategies, Risk Management, Long-term Care, Health Insurance, Pastoral Counseling, Nutrition, Certified Personal..., Weight Management, Finance, Financial Planning
Education
Southeastern University 2006 — 2009
Bachelor's degree, Business Leadership, Practical theology
College of Staten Island 2005 — 2006
Pre-Medicine/Pre-Medical Studies
James D. Wersackas, III's New York Life Insurance Company Experience November 2012 - February 2013
Job Apprentice at Weinstein & Weinstein Plumbing, Heating & Gas Fitting
Industry Construction
Experience
Weinstein & Weinstein Plumbing, Heating & Gas Fitting April 2015 - Present
TD May 2014 - March 2015
Southern New Hampshire University October 2013 - May 2014
FairPoint Communications February 2013 - February 2014
New York Life Insurance Company November 2012 - February 2013
Nate’s Landscaping April 2010 - November 2012
Town Line Service September 2009 - September 2011
Prince Pizzeria January 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Publisher, Microsoft Office, Customer Service, Strategic Planning, Team Building, Event Planning, Leadership, Data Entry, Project Planning, Process Improvement, Social Networking, Public Relations, Facebook, Editing, Critical Thinking, Research, Teamwork, Time Management, Outlook
Education
Southern New Hampshire University 2011 — 2014
Bachelor's Degree, Three Year Honors Program in Business Administration
Lynnfield High School 2007 — 2011
Diploma, General Studies
Weinstein & Weinstein Plumbing, Heating & Gas Fitting April 2015 - Present
TD May 2014 - March 2015
Southern New Hampshire University October 2013 - May 2014
FairPoint Communications February 2013 - February 2014
New York Life Insurance Company November 2012 - February 2013
Nate’s Landscaping April 2010 - November 2012
Town Line Service September 2009 - September 2011
Prince Pizzeria January 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Publisher, Microsoft Office, Customer Service, Strategic Planning, Team Building, Event Planning, Leadership, Data Entry, Project Planning, Process Improvement, Social Networking, Public Relations, Facebook, Editing, Critical Thinking, Research, Teamwork, Time Management, Outlook
Education
Southern New Hampshire University 2011 — 2014
Bachelor's Degree, Three Year Honors Program in Business Administration
Lynnfield High School 2007 — 2011
Diploma, General Studies
🚔 Michael Benz 🚔's New York Life Insurance Company Experience October 1998 - July 1999
Job BusinessLink Manager at Lou Fusz Chrysler/Jeep/Dodge
Industry Automotive
Experience
Lou Fusz Chrysler Jeep Dodge June 2013 - Present
Lou Fusz Ford October 2011 - May 2013
Utility Fleet Sales-MO/dba Powerline Equipment Sales April 2004 - September 2011
Powerline Equipment April 2004 - September 2011
Broadway Truck Centers January 2001 - April 2004
Broadway Ford Truck Sales, Inc. January 2001 - March 2004
Lou Fusz Chevrolet July 1999 - November 2000
New York Life Insurance Company October 1998 - July 1999
Saturn of North County February 1994 - October 1998
Emergency Networks/Westinghouse November 1992 - February 1994
Skills
Sales Management, Vehicles, Cold Calling, Account Management, Sales, Customer Satisfaction, Customer Service, Customer Retention, B2B, New Business Development, Sales Operations, Negotiation, Direct Sales, Team Building, Inventory Management, Sales Process, Automotive, Purchasing, Profit, Pricing, Automotive Aftermarket, Selling, Fleet Management, OSHA Certified for..., Automobile, Forecasting, Key Account Management, Dealers, Marketing, Operations Management, Parts, Retail, Sales Presentations, Training
Education
Graduate Assistant, Southeast Missouri State UniversityCenter for Health Professions/Department of Psychology 1988 — 1988
Masters of Science, Administration; Public Administration
Southeast Missouri State University 1983 — 1988
Psychology, Psych. and Criminal Justice
Southeast Missouri State University 1983 — 1988
Bachelor of Science, Psychology
McCluer Senior High School 1980 — 1983
Missouri State High School General Education Diploma, General Studies
Lou Fusz Chrysler Jeep Dodge June 2013 - Present
Lou Fusz Ford October 2011 - May 2013
Utility Fleet Sales-MO/dba Powerline Equipment Sales April 2004 - September 2011
Powerline Equipment April 2004 - September 2011
Broadway Truck Centers January 2001 - April 2004
Broadway Ford Truck Sales, Inc. January 2001 - March 2004
Lou Fusz Chevrolet July 1999 - November 2000
New York Life Insurance Company October 1998 - July 1999
Saturn of North County February 1994 - October 1998
Emergency Networks/Westinghouse November 1992 - February 1994
Skills
Sales Management, Vehicles, Cold Calling, Account Management, Sales, Customer Satisfaction, Customer Service, Customer Retention, B2B, New Business Development, Sales Operations, Negotiation, Direct Sales, Team Building, Inventory Management, Sales Process, Automotive, Purchasing, Profit, Pricing, Automotive Aftermarket, Selling, Fleet Management, OSHA Certified for..., Automobile, Forecasting, Key Account Management, Dealers, Marketing, Operations Management, Parts, Retail, Sales Presentations, Training
Education
Graduate Assistant, Southeast Missouri State UniversityCenter for Health Professions/Department of Psychology 1988 — 1988
Masters of Science, Administration; Public Administration
Southeast Missouri State University 1983 — 1988
Psychology, Psych. and Criminal Justice
Southeast Missouri State University 1983 — 1988
Bachelor of Science, Psychology
McCluer Senior High School 1980 — 1983
Missouri State High School General Education Diploma, General Studies
Andrea French Andrea French's New York Life Insurance Company Experience November 2011 - September 2013
Job Inside Account Manager
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Oracle March 2014 - May 2015
New York Life Insurance Company November 2011 - September 2013
Allie Beth Allman and Associates February 2011 - April 2011
Sean Coffey Campaign for Attorney General May 2010 - August 2010
Grant Thornton LLP May 2008 - August 2008
Skills
Finance, Insurance, Sales, Analysis, Investments, Customer Service, Financial Services, Analytics, Clinical Trials, Social Networking
Education
Southern Methodist University 2007 — 2011
Cox School, Business
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Southern Methodist University - Dedman College of Humanities & Sciences 2007 — 2011
Bachelor of Arts, Sociology
Oracle June 2015 - Present
Oracle March 2014 - May 2015
New York Life Insurance Company November 2011 - September 2013
Allie Beth Allman and Associates February 2011 - April 2011
Sean Coffey Campaign for Attorney General May 2010 - August 2010
Grant Thornton LLP May 2008 - August 2008
Skills
Finance, Insurance, Sales, Analysis, Investments, Customer Service, Financial Services, Analytics, Clinical Trials, Social Networking
Education
Southern Methodist University 2007 — 2011
Cox School, Business
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Southern Methodist University - Dedman College of Humanities & Sciences 2007 — 2011
Bachelor of Arts, Sociology
Susan Dunat Susan Dunat's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a sound financial strategy
Industry Consumer Goods
Experience
New York Life Insurance Company August 2015 - Present
Elegante Cuisine December 2014 - August 2015
Advantage Sales & Marketing August 2013 - December 2014
Fox and Hound Smokehouse and Tavern March 2011 - February 2013
Del Sol Church October 2007 - February 2011
Landry's Restaurants August 2005 - October 2006
Skills
Customer Service, Team Building, Direct Sales, Community Outreach
Education
Cooking and Hospitality Institute of Chicago 2004 — 2005
AS, Culinary Arts
Southern Illinois University, Carbondale 2000 — 2003
BS, Hospitality and Tourism
New York Life Insurance Company August 2015 - Present
Elegante Cuisine December 2014 - August 2015
Advantage Sales & Marketing August 2013 - December 2014
Fox and Hound Smokehouse and Tavern March 2011 - February 2013
Del Sol Church October 2007 - February 2011
Landry's Restaurants August 2005 - October 2006
Skills
Customer Service, Team Building, Direct Sales, Community Outreach
Education
Cooking and Hospitality Institute of Chicago 2004 — 2005
AS, Culinary Arts
Southern Illinois University, Carbondale 2000 — 2003
BS, Hospitality and Tourism
Jason Anthenien's New York Life Insurance Company Experience October 2013 - Present
Job Dedicated Financial Services Professional helping highnet worth individuals develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company February 2013 - Present
University of Southern Mississippi-Recreation Sports August 2010 - August 2012
Skills
Public Speaking, Management, Long Term Care Insurance, Retirement Planning, Small Business, Investments, Insurance, Annuity Sales, Multi-generational..., 401k Rollovers, Protection..., Licensed Life Insurance..., business exit strategy, Business Networking, Financial Services, Business Succession..., Charitable Giving, Education Funding..., IRA Rollovers, Personal Finance, Protection Planning, Licensed in Long-term...
Education
Sonoma State University 2005 — 2010
Bachelors of Science, Kinesiology
University of Southern Miss
Master's degree, Sports Management
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company February 2013 - Present
University of Southern Mississippi-Recreation Sports August 2010 - August 2012
Skills
Public Speaking, Management, Long Term Care Insurance, Retirement Planning, Small Business, Investments, Insurance, Annuity Sales, Multi-generational..., 401k Rollovers, Protection..., Licensed Life Insurance..., business exit strategy, Business Networking, Financial Services, Business Succession..., Charitable Giving, Education Funding..., IRA Rollovers, Personal Finance, Protection Planning, Licensed in Long-term...
Education
Sonoma State University 2005 — 2010
Bachelors of Science, Kinesiology
University of Southern Miss
Master's degree, Sports Management
Devin O'Neal Devin O'Neal's New York Life Insurance Company Experience March 2014 - February 2015
Job Real Estate Broker at Berkshire Hathaway HomeServices KoenigRubloff Realty Group
Industry Real Estate
Experience
Berkshire Hathaway HomeServices KoenigRubloff Realty Group May 2015 - Present
New York Life Insurance Company March 2014 - February 2015
Skills
Real Estate Transactions, Commercial Real Estate, Real Property, Real Estate, Real Estate Financing, FHA Financing, VA Loans
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Fine Arts (B.F.A.), Electronic Visualization
Southern Illinois University, Carbondale 2000 — 2002
Electronic Visualization
Lockport Township High School 1992 — 1995
High School, Fine/Studio Arts, General
Berkshire Hathaway HomeServices KoenigRubloff Realty Group May 2015 - Present
New York Life Insurance Company March 2014 - February 2015
Skills
Real Estate Transactions, Commercial Real Estate, Real Property, Real Estate, Real Estate Financing, FHA Financing, VA Loans
Education
University of Illinois at Chicago 2004 — 2008
Bachelor of Fine Arts (B.F.A.), Electronic Visualization
Southern Illinois University, Carbondale 2000 — 2002
Electronic Visualization
Lockport Township High School 1992 — 1995
High School, Fine/Studio Arts, General
Chris Castro Chris Castro's New York Life Insurance Company Experience November 2013 - August 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
New York Life Insurance Company November 2013 - August 2014
Bank of the West November 2012 - November 2013
New York Life Insurance Company March 2012 - June 2012
Wells Fargo January 2011 - April 2012
Boys and Girls Clubs of Greater Santa Rosa January 2005 - March 2009
Skills
Customer Service, Management, Sales, Relationship Management, Insurance, Analysis, Finance, Microsoft Office, Public Speaking, Credit, Portfolio Management, Financial Planning, Retirement Planning
Education
UCLA 2011 — 2014
Certificate, Finance, Investment Management and Analysis
Sonoma State University 2006 — 2008
Bachelor of Arts, Sociology
Merrill Lynch February 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
New York Life Insurance Company November 2013 - August 2014
Bank of the West November 2012 - November 2013
New York Life Insurance Company March 2012 - June 2012
Wells Fargo January 2011 - April 2012
Boys and Girls Clubs of Greater Santa Rosa January 2005 - March 2009
Skills
Customer Service, Management, Sales, Relationship Management, Insurance, Analysis, Finance, Microsoft Office, Public Speaking, Credit, Portfolio Management, Financial Planning, Retirement Planning
Education
UCLA 2011 — 2014
Certificate, Finance, Investment Management and Analysis
Sonoma State University 2006 — 2008
Bachelor of Arts, Sociology
Emily Spivey Emily Spivey's New York Life Insurance Company Experience January 2015 - July 2015
Job Retirement Plan Systems Specialist at McPhillips, Roberts & Deans
Industry Nonprofit Organization Management
Experience
McPhillips, Roberts & Deans September 2015 - Present
New York Life Insurance Company January 2015 - July 2015
Sweet Briar College December 2013 - December 2014
Sweet Briar College January 2013 - December 2014
Sweet Briar College August 2012 - December 2014
Sweet Briar College June 2013 - August 2014
Skills
Public Speaking, Customer Service, Teamwork, Time Management, Leadership, Life Insurance, Customer Relations, Life Insurance..., Building Relationships, Licensed Life and..., Term Life Insurance, Networking, Income Protection, Whole Life Insurance, Social Media Marketing, Sales, Education Funding..., Event Coordinating, Retirement Planning, Nonprofits, Management, Communication, Event Management, Marketing, Teaching, Training, Volunteer Management
Education
Sweet Briar College 2011 — 2014
Bachelor of Arts (B.A.), Economics
Southside Virginia Community College 2009 — 2011
Associate's Degree, General Education
McPhillips, Roberts & Deans September 2015 - Present
New York Life Insurance Company January 2015 - July 2015
Sweet Briar College December 2013 - December 2014
Sweet Briar College January 2013 - December 2014
Sweet Briar College August 2012 - December 2014
Sweet Briar College June 2013 - August 2014
Skills
Public Speaking, Customer Service, Teamwork, Time Management, Leadership, Life Insurance, Customer Relations, Life Insurance..., Building Relationships, Licensed Life and..., Term Life Insurance, Networking, Income Protection, Whole Life Insurance, Social Media Marketing, Sales, Education Funding..., Event Coordinating, Retirement Planning, Nonprofits, Management, Communication, Event Management, Marketing, Teaching, Training, Volunteer Management
Education
Sweet Briar College 2011 — 2014
Bachelor of Arts (B.A.), Economics
Southside Virginia Community College 2009 — 2011
Associate's Degree, General Education
Gene Adkins's New York Life Insurance Company Experience June 1999 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1999 - Present
Heckler Manufacturing Inc. October 1985 - April 1992
Skills
Customer Service, Sales, Retirement Planning, Retirement Income..., Life Insurance, Medicare Supplements, Coaching, Investments, Public Speaking, Microsoft Office, Leadership, Project Management, Process Scheduler, Social Media, Team Building, Contract Negotiation, Marketing, Strategic Financial..., Financial Services, Small Business, Retirement, Fixed Annuities, Financial Analysis
Education
Southern Polytechnic State University 1971 — 1975
Associate's degree, AMET
New York Life Insurance Company June 1999 - Present
Heckler Manufacturing Inc. October 1985 - April 1992
Skills
Customer Service, Sales, Retirement Planning, Retirement Income..., Life Insurance, Medicare Supplements, Coaching, Investments, Public Speaking, Microsoft Office, Leadership, Project Management, Process Scheduler, Social Media, Team Building, Contract Negotiation, Marketing, Strategic Financial..., Financial Services, Small Business, Retirement, Fixed Annuities, Financial Analysis
Education
Southern Polytechnic State University 1971 — 1975
Associate's degree, AMET
Antonio Medellin Antonio Medellin's New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
Skills
Customer Service, Public Speaking, 401k Rollovers, Licensed Life and..., Life Insurance..., Charitable Giving, Gifting Strategies, Grandchild Gifting, Key Person Protection, Building Relationships, Business Development, Lead Generation, Problem Solving, Team Building, Team Leadership, Teamwork
Education
Southern Methodist University 2000 — 2004
Bachelor's degree, Public Relations, Advertising, and Applied Communication
New York Life Insurance Company February 2015 - Present
Skills
Customer Service, Public Speaking, 401k Rollovers, Licensed Life and..., Life Insurance..., Charitable Giving, Gifting Strategies, Grandchild Gifting, Key Person Protection, Building Relationships, Business Development, Lead Generation, Problem Solving, Team Building, Team Leadership, Teamwork
Education
Southern Methodist University 2000 — 2004
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Catherine Skeen's New York Life Insurance Company Experience June 2014 - May 2015
Job Resource Management at BackOffice Associates
Industry Information Technology and Services
Experience
BackOffice Associates May 2015 - Present
New York Life Insurance Company June 2014 - May 2015
Cape Cod Five Cents Savings Bank November 2005 - March 2014
Skills
Non-profit Volunteering, Fundraising, Committees, CRM Databases, Customer Service, Social Media Marketing, Leadership, Microsoft Office, Microsoft Excel, Risk Management, Management, Social Networking, Marketing Event Planning, Sales, Cransoft, Social Media, Finance, Kimble Applications, Event Planning, Salesforce.com, Marketing, Public Speaking
Education
Southern New Hampshire University
Bachelor's Degree, History
BackOffice Associates May 2015 - Present
New York Life Insurance Company June 2014 - May 2015
Cape Cod Five Cents Savings Bank November 2005 - March 2014
Skills
Non-profit Volunteering, Fundraising, Committees, CRM Databases, Customer Service, Social Media Marketing, Leadership, Microsoft Office, Microsoft Excel, Risk Management, Management, Social Networking, Marketing Event Planning, Sales, Cransoft, Social Media, Finance, Kimble Applications, Event Planning, Salesforce.com, Marketing, Public Speaking
Education
Southern New Hampshire University
Bachelor's Degree, History
Marielena Scanlon's New York Life Insurance Company Experience January 1998 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC January 1998 - Present
New York Life Insurance Company January 1998 - Present
Skills
Insurance, Financial Services, Securities, IRAs, College Savings Plans, Finance, Long Term Care Insurance, 401k Rollovers, Retirement Planning, Fixed Annuities, Licensed Life Insurance..., Annuity Sales, Wealth Preservation..., Legacies, Protection..., Whole Life Insurance, Term Life Insurance, LGBT Planning, Life Insurance, Lifetime Income..., IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Public Speaking, Retirement, Whole Life, Small Business, Sales, Leadership
Education
University of Rhode Island 1987 — 1990
Master of Arts (M.A.)
Sonoma State University 1978 — 1982
Bachelor of Arts (B.A.)
American School Foundation, Mexico City 1971 — 1977
High School
NYLIFE Securities, LLC January 1998 - Present
New York Life Insurance Company January 1998 - Present
Skills
Insurance, Financial Services, Securities, IRAs, College Savings Plans, Finance, Long Term Care Insurance, 401k Rollovers, Retirement Planning, Fixed Annuities, Licensed Life Insurance..., Annuity Sales, Wealth Preservation..., Legacies, Protection..., Whole Life Insurance, Term Life Insurance, LGBT Planning, Life Insurance, Lifetime Income..., IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Public Speaking, Retirement, Whole Life, Small Business, Sales, Leadership
Education
University of Rhode Island 1987 — 1990
Master of Arts (M.A.)
Sonoma State University 1978 — 1982
Bachelor of Arts (B.A.)
American School Foundation, Mexico City 1971 — 1977
High School
Zachary V. Ryan's New York Life Insurance Company Experience October 2014 - May 2015
Job Puma, New York Life Insurance
Industry Financial Services
Experience
Southern New Hampshire University March 2015 - Present
Bailey's Bar and Grille May 2014 - Present
Southern New Hampshire University May 2014 - Present
Southern New Hampshire University May 2014 - Present
Puma Group July 2015 - September 2015
New York Life Insurance Company October 2014 - May 2015
Finish Line July 2013 - January 2015
Hannaford Supermarkets June 2012 - June 2014
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Leadership, Communication, Sales, Social Networking, Event Planning, Social Media, Retail, Business Strategy, Team Leadership, Microsoft Excel, Marketing, Critical Thinking, Facebook, Social Media Marketing, Data Entry, Problem Solving, Telephone Skills, Management, Research, Six Sigma
Education
Southern New Hampshire University 2013 — 2016
Bachelor of Science (BS), Business Administration, Three Year Program
Southern New Hampshire University March 2015 - Present
Bailey's Bar and Grille May 2014 - Present
Southern New Hampshire University May 2014 - Present
Southern New Hampshire University May 2014 - Present
Puma Group July 2015 - September 2015
New York Life Insurance Company October 2014 - May 2015
Finish Line July 2013 - January 2015
Hannaford Supermarkets June 2012 - June 2014
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Leadership, Communication, Sales, Social Networking, Event Planning, Social Media, Retail, Business Strategy, Team Leadership, Microsoft Excel, Marketing, Critical Thinking, Facebook, Social Media Marketing, Data Entry, Problem Solving, Telephone Skills, Management, Research, Six Sigma
Education
Southern New Hampshire University 2013 — 2016
Bachelor of Science (BS), Business Administration, Three Year Program
Dustin Barker's New York Life Insurance Company Experience September 2000 - March 2001
Job Business Analyst (Guidewire ClaimCenter) at CSAA Insurance Group (AAA)
Industry Insurance
Experience
CSAA Insurance Group March 2013 - Present
CSAA Insurance Group October 2010 - March 2013
Farmers Insurance March 2007 - October 2010
The Hartford January 2003 - March 2007
Sprint March 2001 - January 2003
New York Life Insurance Company September 2000 - March 2001
Skills
Business Requirements, Business Analysis, Business Development, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Product Demonstration, Business Process, Agile Application..., Guidewire, Claim Investigation, Claims Handling, Property & Casualty..., Insurance Adjusting, Microsoft Excel, Technology Integration, Change Management, Claim, Health Insurance, Insurance, Leadership, Liability, Project Management, Subrogation, Team Building, Umbrella Insurance, SDLC, Process Improvement, Business Process..., General Insurance
Education
Southern Nazarene University
Bachelor's Degree, Organizational Leadership
CSAA Insurance Group March 2013 - Present
CSAA Insurance Group October 2010 - March 2013
Farmers Insurance March 2007 - October 2010
The Hartford January 2003 - March 2007
Sprint March 2001 - January 2003
New York Life Insurance Company September 2000 - March 2001
Skills
Business Requirements, Business Analysis, Business Development, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Product Demonstration, Business Process, Agile Application..., Guidewire, Claim Investigation, Claims Handling, Property & Casualty..., Insurance Adjusting, Microsoft Excel, Technology Integration, Change Management, Claim, Health Insurance, Insurance, Leadership, Liability, Project Management, Subrogation, Team Building, Umbrella Insurance, SDLC, Process Improvement, Business Process..., General Insurance
Education
Southern Nazarene University
Bachelor's Degree, Organizational Leadership
Patrick Hoffman Patrick Hoffman's New York Life Insurance Company Experience January 2015 - Present
Job Case ConsultantThe Nautilus Group at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2004 - Present
The Roberts Law Firm January 2003 - May 2004
The Ayco Company, L.P. March 2000 - December 2002
Modrall Sperling Law Firm June 1998 - February 2000
Skills
Estate Planning, Estate Tax Planning, Trusts, High Net Worth..., Financial Planners, Strategic Financial..., Tax, Retirement, Retirement Planning, Fixed Annuities, 401k, Wealth, Long-term Care, Life Insurance, Wealth Management, IRAs, Roth IRA, Securities, Investment Advisory, Succession Planning, Asset Protection, Wills, Financial Advisory, Mutual Funds, Series 7, Wealth Management..., Wealth Accumulation, Whole Life, Legal Research, LLC, Insurance, Tax Law, Charities, Business, Small Business, Asset Allocation, Term Life Insurance, Universal Life, Defined Benefit, Gift Tax, Investment Strategies, Wealth Transfer, Business Transitions, Charitable Giving, Financial Planning
Education
Southern Methodist University Dedman School of Law 1997 — 1998
LL.M., Taxation
Washburn University School of Law 1994 — 1997
J.D., Law
Texas Wesleyan University 1988 — 1993
Bachelor of Arts, English
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2004 - Present
The Roberts Law Firm January 2003 - May 2004
The Ayco Company, L.P. March 2000 - December 2002
Modrall Sperling Law Firm June 1998 - February 2000
Skills
Estate Planning, Estate Tax Planning, Trusts, High Net Worth..., Financial Planners, Strategic Financial..., Tax, Retirement, Retirement Planning, Fixed Annuities, 401k, Wealth, Long-term Care, Life Insurance, Wealth Management, IRAs, Roth IRA, Securities, Investment Advisory, Succession Planning, Asset Protection, Wills, Financial Advisory, Mutual Funds, Series 7, Wealth Management..., Wealth Accumulation, Whole Life, Legal Research, LLC, Insurance, Tax Law, Charities, Business, Small Business, Asset Allocation, Term Life Insurance, Universal Life, Defined Benefit, Gift Tax, Investment Strategies, Wealth Transfer, Business Transitions, Charitable Giving, Financial Planning
Education
Southern Methodist University Dedman School of Law 1997 — 1998
LL.M., Taxation
Washburn University School of Law 1994 — 1997
J.D., Law
Texas Wesleyan University 1988 — 1993
Bachelor of Arts, English
Joshua Mowatt's New York Life Insurance Company Experience December 2014 - Present
Job Financial Advisor at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company December 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Connecticut State University 2007 — 2014
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
New York Life Insurance Company December 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern Connecticut State University 2007 — 2014
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
Lance Hildebrandt Lance Hildebrandt's New York Life Insurance Company Experience October 2011 - Present
Job I add value to the lives of my clients.
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
US Congress January 2011 - October 2011
Skills
Public Speaking, Retirement Planning, Insurance, Investments, Long-term Care, Disability Insurance, Life Insurance, 401k, Series 7, IRAs, Estate Planning, Term Life Insurance, Customer Service, Leadership, Mutual Funds, Retirement, Public Relations, Management
Education
South Dakota State University 2009 — 2011
Bachelor’s Degree, Economics, 3.95
South Dakota School of Mines and Technology 2006 — 2009
New York Life Insurance Company October 2011 - Present
US Congress January 2011 - October 2011
Skills
Public Speaking, Retirement Planning, Insurance, Investments, Long-term Care, Disability Insurance, Life Insurance, 401k, Series 7, IRAs, Estate Planning, Term Life Insurance, Customer Service, Leadership, Mutual Funds, Retirement, Public Relations, Management
Education
South Dakota State University 2009 — 2011
Bachelor’s Degree, Economics, 3.95
South Dakota School of Mines and Technology 2006 — 2009
Danielle Bronson Danielle Bronson's New York Life Insurance Company Experience August 2014 - September 2014
Job Communication Specialist
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - September 2014
PCM June 2013 - October 2013
Best Buy October 2011 - December 2012
Best Buy October 2011 - December 2012
Skills
Social Media, Public Speaking, Event Planning, PowerPoint, Social Networking, Facebook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Social Media Marketing, Marketing Communications, Research, Strategic Communications, Marketing, Photoshop, Marketing Strategy, Graphic Design, Team Leadership, Retail, Marketing Research, Customer Satisfaction, Press Releases, Writing News Releases, Video News Releases, Managing social networks, Advertising, Public Relations, Crisis Management, Image Reconstruction, Writing, Budget Proposals, Adobe Creative Suite, Leadership, VMware, Creative Writing, Media Relations
Education
Southern Illinois University, Carbondale 2008 — 2013
Bachelor of Science (B.S.), Public Relations/Image Management
southern un 2008 — 2012
Bachelors of Science, Speech Communication and Rhetoric
New York Life Insurance Company August 2014 - September 2014
PCM June 2013 - October 2013
Best Buy October 2011 - December 2012
Best Buy October 2011 - December 2012
Skills
Social Media, Public Speaking, Event Planning, PowerPoint, Social Networking, Facebook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Social Media Marketing, Marketing Communications, Research, Strategic Communications, Marketing, Photoshop, Marketing Strategy, Graphic Design, Team Leadership, Retail, Marketing Research, Customer Satisfaction, Press Releases, Writing News Releases, Video News Releases, Managing social networks, Advertising, Public Relations, Crisis Management, Image Reconstruction, Writing, Budget Proposals, Adobe Creative Suite, Leadership, VMware, Creative Writing, Media Relations
Education
Southern Illinois University, Carbondale 2008 — 2013
Bachelor of Science (B.S.), Public Relations/Image Management
southern un 2008 — 2012
Bachelors of Science, Speech Communication and Rhetoric
Douglas Brantley's New York Life Insurance Company Experience April 2014 - August 2015
Job Branch Manager at First Bank
Industry Financial Services
Experience
First Bank August 2015 - Present
New York Life Insurance Company April 2014 - August 2015
U.S. Bank 2006 - 2013
Skills
Credit, Banking, Mortgage Lending, Customer Service, Loan Origination, Sales Management, Credit Analysis, Sales, Mortgage Banking, Leadership, Consumer Lending, Small Business Lending, Team Building, Loans, Retail Banking, Commercial Banking, Strategic Planning, Negotiation, Refinance, Account Management, Annuity Sales, Building Effective..., Long-term Customer..., Business Networking, Customer Relations, Direct Sales, Legacy Planning, Lifetime Income..., Networking, Retirement Planning, Term Life Insurance, Whole Life, Grandchild Gifting, Licensed Life Insurance..., Multi-Generational..., Licensed in Long Term..., Selling, Building Relationships
Education
St. Louis Christian 2003 — 2005
Citadel Christian High School 1996 — 1997
Pattonville High School 1993 — 1996
Southern Illinois University, Edwardsville
First Bank August 2015 - Present
New York Life Insurance Company April 2014 - August 2015
U.S. Bank 2006 - 2013
Skills
Credit, Banking, Mortgage Lending, Customer Service, Loan Origination, Sales Management, Credit Analysis, Sales, Mortgage Banking, Leadership, Consumer Lending, Small Business Lending, Team Building, Loans, Retail Banking, Commercial Banking, Strategic Planning, Negotiation, Refinance, Account Management, Annuity Sales, Building Effective..., Long-term Customer..., Business Networking, Customer Relations, Direct Sales, Legacy Planning, Lifetime Income..., Networking, Retirement Planning, Term Life Insurance, Whole Life, Grandchild Gifting, Licensed Life Insurance..., Multi-Generational..., Licensed in Long Term..., Selling, Building Relationships
Education
St. Louis Christian 2003 — 2005
Citadel Christian High School 1996 — 1997
Pattonville High School 1993 — 1996
Southern Illinois University, Edwardsville
Candace Fletcher's New York Life Insurance Company Experience February 2011 - April 2013
Job Account Manager
Industry Logistics and Supply Chain
Experience
UPS April 2014 - Present
Ashland Inc September 2013 - June 2014
New York Life Insurance Company February 2011 - April 2013
Kemper Corporation July 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Insurance, Team Building, Sales, Recruiting, Social Networking, Event Planning, Life Insurance, New Business Development, Fixed Annuities, Event Management, Management, Leadership, Team Leadership, Marketing, Strategic Financial..., Advertising, Fundraising, Retirement Planning, Term Life Insurance, Disability Insurance, Entrepreneurship, Training, Estate Planning, Risk Management, Coaching, Project Management, Time Management, Account Management, Negotiation, Leadership Development, Sales Management, Contract Negotiation
Education
Southern Illinois University, Carbondale 2006 — 2008
Bachelor of Fine Arts (B.F.A.), Criminal Justice/Police Science
Southwestern Illinois College 2004 — 2006
Associate of Arts and Sciences (AAS), Administration of Justice
UPS April 2014 - Present
Ashland Inc September 2013 - June 2014
New York Life Insurance Company February 2011 - April 2013
Kemper Corporation July 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Insurance, Team Building, Sales, Recruiting, Social Networking, Event Planning, Life Insurance, New Business Development, Fixed Annuities, Event Management, Management, Leadership, Team Leadership, Marketing, Strategic Financial..., Advertising, Fundraising, Retirement Planning, Term Life Insurance, Disability Insurance, Entrepreneurship, Training, Estate Planning, Risk Management, Coaching, Project Management, Time Management, Account Management, Negotiation, Leadership Development, Sales Management, Contract Negotiation
Education
Southern Illinois University, Carbondale 2006 — 2008
Bachelor of Fine Arts (B.F.A.), Criminal Justice/Police Science
Southwestern Illinois College 2004 — 2006
Associate of Arts and Sciences (AAS), Administration of Justice
Pat Golden, CLU's New York Life Insurance Company Experience June 1973 - June 1990
Job Financial Advisor at Compass Capital Management
Industry Financial Services
Experience
Compass Capital Mgmt June 1990 - Present
New York Life Insurance Company June 1973 - June 1990
Skills
Life Insurance, Retirement Planning, Disability Insurance, 401k, Variable Life, Variable Annuities, Long-term Care, Mutual Funds, Medicare Advantage, Medicare Supplements, Fixed Annuities, Group Insurance, Business Succession..., Executive Compensation..., Individual Health...
Education
Southeastern La. University 1967 — 1971
Bachelor of Business Administration (B.B.A.), Marketing
De La Salle New Orleans 1962 — 1966
Compass Capital Mgmt June 1990 - Present
New York Life Insurance Company June 1973 - June 1990
Skills
Life Insurance, Retirement Planning, Disability Insurance, 401k, Variable Life, Variable Annuities, Long-term Care, Mutual Funds, Medicare Advantage, Medicare Supplements, Fixed Annuities, Group Insurance, Business Succession..., Executive Compensation..., Individual Health...
Education
Southeastern La. University 1967 — 1971
Bachelor of Business Administration (B.B.A.), Marketing
De La Salle New Orleans 1962 — 1966
Connor Gamble's New York Life Insurance Company Experience January 2013 - May 2013
Job Quality Systems Engineer at Albany Engineered Composites
Industry Human Resources
Experience
Albany Engineered Composites August 2015 - Present
Albany Engineered Composites November 2013 - August 2015
Albany International May 2013 - November 2013
New York Life Insurance Company January 2013 - May 2013
Shapiro Library November 2011 - May 2013
Turncycle Solutions May 2012 - August 2012
Big Brothers Big Sisters of Greater Manchester May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, Advertising, Human Resources, Training, Time Management, Process Improvement, Microsoft Office
Education
Southern New Hampshire University 2010 — 2013
3 Year Honors Program at Southern New Hampshire University
Albany Engineered Composites August 2015 - Present
Albany Engineered Composites November 2013 - August 2015
Albany International May 2013 - November 2013
New York Life Insurance Company January 2013 - May 2013
Shapiro Library November 2011 - May 2013
Turncycle Solutions May 2012 - August 2012
Big Brothers Big Sisters of Greater Manchester May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Public Speaking, Teamwork, Windows, Advertising, Human Resources, Training, Time Management, Process Improvement, Microsoft Office
Education
Southern New Hampshire University 2010 — 2013
3 Year Honors Program at Southern New Hampshire University
Alan-Michael Alston Alan-Michael Alston's New York Life Insurance Company Experience 2014 - 2015
Job Fiscal Technician 2, Business OfficeSPSCC
Industry Accounting
Experience
South Puget Sound Community College April 2015 - Present
Thurston County Chamber of Commerce 2014 - June 2015
New York Life Insurance Company 2014 - 2015
Skills
Small Business, Marketing, Life Insurance, Retirement Planning, Retirement, Strategic Planning, Term Life Insurance, Management, Public Speaking, Sales, Annuity Sales
Education
University of Washington Tacoma 2011 — 2013
Bachelor of Interdisciplinary Arts, Liberal Arts and Sciences/Liberal Studies
South Puget Sound Community College 2008 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
South Puget Sound Community College April 2015 - Present
Thurston County Chamber of Commerce 2014 - June 2015
New York Life Insurance Company 2014 - 2015
Skills
Small Business, Marketing, Life Insurance, Retirement Planning, Retirement, Strategic Planning, Term Life Insurance, Management, Public Speaking, Sales, Annuity Sales
Education
University of Washington Tacoma 2011 — 2013
Bachelor of Interdisciplinary Arts, Liberal Arts and Sciences/Liberal Studies
South Puget Sound Community College 2008 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Dick Kantenberger Dick Kantenberger's New York Life Insurance Company Experience October 2010 - September 2011
Job dick.kantenberger@gmail.com
Industry Marketing and Advertising
Experience
Westchester Academy for International Studeies August 2013 - Present
Examiner.com May 2009 - Present
The Rainard School for Gifted Students October 2010 - June 2012
New York Life Insurance Company October 2010 - September 2011
Klein High School, Spring Branch ISD, and The Village School September 1994 - June 2010
Kantenberger International, Inc. June 1987 - June 1994
Prudential Securities/Merrill Lynch June 1984 - June 1987
Harris Corporation, Controls Div.,Melbourne, FL June 1977 - June 1980
TRW,Inc., Controls Div., Houston, TX June 1974 - June 1977
The Kantenberger Company September 1957 - June 1974
Skills
Promoter, Public..., Writers, Blogging, Teaching, Social Media Marketing, Public Speaking, Marketing, Staff Development, Publishing, Coaching, Fundraising, Advertising, Event Planning, Facebook, Community Outreach, Social Media, Editing, Public Relations
Education
University of Houston, Cullen College of Engineering 1961 — 1966
BSEE, Electrical Engineering
Southern Methodist University - Cox School of Business 1952 — 1956
BBA, Business Administration, Real Estate, Finance
University of Houston, C.T. Bauer College of Business 1987 — 1990
24 semester-hours on MBA, Graduate School; Business & Geoscience
Sunset High School, Dallas, TX 1949 — 1952
Westchester Academy for International Studeies August 2013 - Present
Examiner.com May 2009 - Present
The Rainard School for Gifted Students October 2010 - June 2012
New York Life Insurance Company October 2010 - September 2011
Klein High School, Spring Branch ISD, and The Village School September 1994 - June 2010
Kantenberger International, Inc. June 1987 - June 1994
Prudential Securities/Merrill Lynch June 1984 - June 1987
Harris Corporation, Controls Div.,Melbourne, FL June 1977 - June 1980
TRW,Inc., Controls Div., Houston, TX June 1974 - June 1977
The Kantenberger Company September 1957 - June 1974
Skills
Promoter, Public..., Writers, Blogging, Teaching, Social Media Marketing, Public Speaking, Marketing, Staff Development, Publishing, Coaching, Fundraising, Advertising, Event Planning, Facebook, Community Outreach, Social Media, Editing, Public Relations
Education
University of Houston, Cullen College of Engineering 1961 — 1966
BSEE, Electrical Engineering
Southern Methodist University - Cox School of Business 1952 — 1956
BBA, Business Administration, Real Estate, Finance
University of Houston, C.T. Bauer College of Business 1987 — 1990
24 semester-hours on MBA, Graduate School; Business & Geoscience
Sunset High School, Dallas, TX 1949 — 1952
Frankie Tapps's New York Life Insurance Company Experience February 2015 - Present
Job AgentFinancial Services
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Dell May 2011 - July 2013
Dell May 2006 - May 2011
Dell August 1999 - May 2006
Dell October 1993 - August 1999
Skills
Business Process..., Program Management, Project Management, Business Strategy, Cross-functional Team..., Management, Strategy, Process Improvement, Strategic Planning, Business Development, SaaS, Product Management, Business Analysis, Change Management, Vendor Management, Cloud Computing, Team Leadership, Leadership, Marketing Strategy, Product Marketing, Competitive Analysis, Solution Selling, Analysis, Business Intelligence
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1981 — 1986
BS, Chemistry
Mckinley Senior High - Baton Rouge 1978 — 1981
New York Life Insurance Company February 2015 - Present
Dell May 2011 - July 2013
Dell May 2006 - May 2011
Dell August 1999 - May 2006
Dell October 1993 - August 1999
Skills
Business Process..., Program Management, Project Management, Business Strategy, Cross-functional Team..., Management, Strategy, Process Improvement, Strategic Planning, Business Development, SaaS, Product Management, Business Analysis, Change Management, Vendor Management, Cloud Computing, Team Leadership, Leadership, Marketing Strategy, Product Marketing, Competitive Analysis, Solution Selling, Analysis, Business Intelligence
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1981 — 1986
BS, Chemistry
Mckinley Senior High - Baton Rouge 1978 — 1981
Matt Hamel's New York Life Insurance Company Experience February 2013 - January 2015
Job Financial Advisor at Eagle Point Investment Advisors
Industry Financial Services
Experience
Eagle Point Investment Advisors January 2015 - Present
New York Life Insurance Company February 2013 - January 2015
Fidelity Investments March 2000 - January 2013
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Investments, Mutual Funds, Financial Services, Series 7, Series 63, 401k, Series 65, Securities, Strategic Financial..., FINRA, Life Insurance, Insurance, Fixed Annuities, Finance
Education
Southern New Hampshire University 2004 — 2009
Bachelor of Science (B.S.), Business
Eagle Point Investment Advisors January 2015 - Present
New York Life Insurance Company February 2013 - January 2015
Fidelity Investments March 2000 - January 2013
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Investments, Mutual Funds, Financial Services, Series 7, Series 63, 401k, Series 65, Securities, Strategic Financial..., FINRA, Life Insurance, Insurance, Fixed Annuities, Finance
Education
Southern New Hampshire University 2004 — 2009
Bachelor of Science (B.S.), Business
Mack Tate's New York Life Insurance Company Experience November 2010 - August 2012
Job Network Design Engineer at Nokia
Industry Telecommunications
Experience
Nokia August 2012 - Present
New York Life Insurance Company November 2010 - August 2012
Alston & Bird LLP April 2006 - November 2010
Skills
Cisco Technologies, Networking, Juniper, Data Center, Virtualization, Disaster Recovery, Network Architecture, VMware, Firewalls, Troubleshooting, Active Directory, Network Security, Citrix, Juniper Technologies, Network Design, Switches, VPN
Education
Southern Polytechnic State University 1998 — 2001
Nokia August 2012 - Present
New York Life Insurance Company November 2010 - August 2012
Alston & Bird LLP April 2006 - November 2010
Skills
Cisco Technologies, Networking, Juniper, Data Center, Virtualization, Disaster Recovery, Network Architecture, VMware, Firewalls, Troubleshooting, Active Directory, Network Security, Citrix, Juniper Technologies, Network Design, Switches, VPN
Education
Southern Polytechnic State University 1998 — 2001
Chris Cagle's New York Life Insurance Company Experience April 2010 - September 2013
Job Financial Services Specialist at Regions Bank
Industry Financial Services
Experience
Regions Financial Corporation September 2013 - Present
New York Life Insurance Company April 2010 - September 2013
Stephen F. Austin State University January 2008 - August 2008
Cagle-Martin Enterprises July 2004 - April 2007
The White House 2002 - 2002
Skills
Entrepreneurship, Team Management, Public Speaking, Higher Education, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Fundraising, Teaching, Social Media, Critical Thinking, Community Outreach, Microsoft Word
Education
Stephen F. Austin State University 2008 — 2009
MBA, business administration
Southern Methodist University 1999 — 2003
BA, political science
Regions Financial Corporation September 2013 - Present
New York Life Insurance Company April 2010 - September 2013
Stephen F. Austin State University January 2008 - August 2008
Cagle-Martin Enterprises July 2004 - April 2007
The White House 2002 - 2002
Skills
Entrepreneurship, Team Management, Public Speaking, Higher Education, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Fundraising, Teaching, Social Media, Critical Thinking, Community Outreach, Microsoft Word
Education
Stephen F. Austin State University 2008 — 2009
MBA, business administration
Southern Methodist University 1999 — 2003
BA, political science
Stephen Lykke's New York Life Insurance Company Experience 2005 - 2006
Job Field Marketing Specialist
Industry Medical Devices
Experience
Biocomposites Ltd February 2015 - Present
1099 Orthopedic sales rep January 2014 - February 2015
Medical Sales College November 2013 - December 2013
Allstate Financial Services, LLC 2006 - October 2013
New York Life Insurance Company 2005 - 2006
Skills
Medical Devices, Capital Equipment, Sales, Operating Room, Cold Calling, Medical Sales, Orthopedics, Surgeons, Account Management, Sales Management, New Business Development, Selling, Customer Service, Product Management, Sales Rep Training, Social Networking, Healthcare, Surgical Instruments, Sales Operations
Education
Sonoma State University 2000 — 2004
Bachelor of Arts (B.A.), Communications, minor in Business Administration
Biocomposites Ltd February 2015 - Present
1099 Orthopedic sales rep January 2014 - February 2015
Medical Sales College November 2013 - December 2013
Allstate Financial Services, LLC 2006 - October 2013
New York Life Insurance Company 2005 - 2006
Skills
Medical Devices, Capital Equipment, Sales, Operating Room, Cold Calling, Medical Sales, Orthopedics, Surgeons, Account Management, Sales Management, New Business Development, Selling, Customer Service, Product Management, Sales Rep Training, Social Networking, Healthcare, Surgical Instruments, Sales Operations
Education
Sonoma State University 2000 — 2004
Bachelor of Arts (B.A.), Communications, minor in Business Administration
Ashton Smith's New York Life Insurance Company Experience July 2015 - Present
Job Producer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Skills
Management, Mac, Web Design, Photography, OS X, Graphic Design, Image Editing, Marketing, iPhone, iWork, Social Media, Photoshop, Video Production, Final Cut Pro, Commercial Photography, Keynote, Training, iOS, Logic Pro, Entrepreneurship, Brand Development, Training Delivery, Training & Development, Training Programs, Google Adwords, Customer Relations, Sales, Marketing Communications, Online Marketing, Automotive Aftermarket, Automotive Sales, Automotive Wholesale, Automotive Dealer..., Apple Certified, Metal Fabrication, MCSE, HTML, A+ Certified, Customer Service
Education
Southern Methodist University 1997 — 1998
Microsoft Certified Systems Engineer and Novel Netware Administrator
Texas State University-San Marcos 1993 — 1996
New York Life Insurance Company July 2015 - Present
Skills
Management, Mac, Web Design, Photography, OS X, Graphic Design, Image Editing, Marketing, iPhone, iWork, Social Media, Photoshop, Video Production, Final Cut Pro, Commercial Photography, Keynote, Training, iOS, Logic Pro, Entrepreneurship, Brand Development, Training Delivery, Training & Development, Training Programs, Google Adwords, Customer Relations, Sales, Marketing Communications, Online Marketing, Automotive Aftermarket, Automotive Sales, Automotive Wholesale, Automotive Dealer..., Apple Certified, Metal Fabrication, MCSE, HTML, A+ Certified, Customer Service
Education
Southern Methodist University 1997 — 1998
Microsoft Certified Systems Engineer and Novel Netware Administrator
Texas State University-San Marcos 1993 — 1996
Don Vance's New York Life Insurance Company Experience January 2009 - June 2010
Job Variable Sales Compensation at GE Healthcare
Industry Pharmaceuticals
Experience
GE Healthcare December 2010 - Present
New York Life Insurance Company January 2009 - June 2010
Quest Diagnsotics February 1982 - February 2008
Smith Kline Beecham Clinical Laboratories 1989 - 1999
Education
Slippery Rock University of Pennsylvania 1974 — 1978
GE Healthcare December 2010 - Present
New York Life Insurance Company January 2009 - June 2010
Quest Diagnsotics February 1982 - February 2008
Smith Kline Beecham Clinical Laboratories 1989 - 1999
Education
Slippery Rock University of Pennsylvania 1974 — 1978
John P. McNamara's New York Life Insurance Company Experience March 2007 - September 2011
Job Life, Health & Retirement product Consultant
Industry Financial Services
Experience
Crosswalk Partners, a privately owned financial services and health insurance brokerage company March 2009 - Present
New York Life Insurance Company March 2007 - September 2011
TMA-BSI Health Insurance brokerage June 2005 - January 2007
LPG Greetings January 1998 - December 2004
Polygram 1989 - 1996
Capitol EMI 1985 - 1989
RCA 1978 - 1983
Skills
Retirement Planning, Wealth Management, Financial Planning, Retirement Income..., Strategic Financial..., Retirement, Disability Insurance, Health Insurance, Employee Benefits, Insurance, Investments, Life Insurance, Portfolio Management, Risk Management, Small Business, Finance, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Long Term Care Insurance, Term Life Insurance, Estate Planning, IRAs, Commercial Insurance, Financial Planners, Financial Advisory, Series 63, Series 6, Financial Services, Investment Advisory, Series 7, Whole Life, Asset Management, Securities, Investment Strategies, Wealth Accumulation, Underwriting, Universal Life, Retirement Plan...
Education
Southeastern Louisiana University
BA, Economics & Finance
St. Viator HS 1964 — 1968
Crosswalk Partners, a privately owned financial services and health insurance brokerage company March 2009 - Present
New York Life Insurance Company March 2007 - September 2011
TMA-BSI Health Insurance brokerage June 2005 - January 2007
LPG Greetings January 1998 - December 2004
Polygram 1989 - 1996
Capitol EMI 1985 - 1989
RCA 1978 - 1983
Skills
Retirement Planning, Wealth Management, Financial Planning, Retirement Income..., Strategic Financial..., Retirement, Disability Insurance, Health Insurance, Employee Benefits, Insurance, Investments, Life Insurance, Portfolio Management, Risk Management, Small Business, Finance, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Long Term Care Insurance, Term Life Insurance, Estate Planning, IRAs, Commercial Insurance, Financial Planners, Financial Advisory, Series 63, Series 6, Financial Services, Investment Advisory, Series 7, Whole Life, Asset Management, Securities, Investment Strategies, Wealth Accumulation, Underwriting, Universal Life, Retirement Plan...
Education
Southeastern Louisiana University
BA, Economics & Finance
St. Viator HS 1964 — 1968
Danny Howell, CLU's New York Life Insurance Company Experience 1990 - 2013
Job Financial services professional dedicated to protecting families and businesses in the DFW area for more than 20 years.
Industry Financial Services
Experience
Howell Financial Group 1990 - Present
New York Life Insurance Company 1990 - 2013
Skills
Retirement Planning, 401k Rollovers, Wealth Preservation..., Investments, Asset Protection, Insurance, Liscenced Life..., CLU, Key Person Protection, Long-Term Care Insurance, Small Business, Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, IRAs, Term Life Insurance, Retirement, Fixed Annuities, Sales, Marketing, Customer Service
Education
Southern Methodist University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, Economics
Howell Financial Group 1990 - Present
New York Life Insurance Company 1990 - 2013
Skills
Retirement Planning, 401k Rollovers, Wealth Preservation..., Investments, Asset Protection, Insurance, Liscenced Life..., CLU, Key Person Protection, Long-Term Care Insurance, Small Business, Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, IRAs, Term Life Insurance, Retirement, Fixed Annuities, Sales, Marketing, Customer Service
Education
Southern Methodist University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, Economics
Kara McCormic's New York Life Insurance Company Experience May 2014 - Present
Job Call Center Manager Service at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company May 2014 - Present
PeoplesBank November 2003 - June 2013
RCN June 1998 - September 2003
JavaNet/RCN June 1998 - March 1999
Skills
Call Center..., Call Center Development, Call Center Metrics, Personnel Supervision, Retail Banking, Quality Assurance..., Crystal Reports, Call Center, Team Building, Telecommunications, Customer Satisfaction, Banking, Customer Service, Microsoft Office, Workforce Management, Marketing, Quality Assurance, Training, Social Media, Call Centers, Microsoft Excel, Credit, Branch Banking, Loans, Analysis, Mortgage Lending, Commercial Banking, Cross Selling, Branch Management, Coaching, Risk Management, Small Business Lending, Lines Of Credit, Internet Banking, Commercial Lending, Consumer Lending
Education
New England School for Financial Studies 2011 — 2012
Banking, A
Smith College 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company May 2014 - Present
PeoplesBank November 2003 - June 2013
RCN June 1998 - September 2003
JavaNet/RCN June 1998 - March 1999
Skills
Call Center..., Call Center Development, Call Center Metrics, Personnel Supervision, Retail Banking, Quality Assurance..., Crystal Reports, Call Center, Team Building, Telecommunications, Customer Satisfaction, Banking, Customer Service, Microsoft Office, Workforce Management, Marketing, Quality Assurance, Training, Social Media, Call Centers, Microsoft Excel, Credit, Branch Banking, Loans, Analysis, Mortgage Lending, Commercial Banking, Cross Selling, Branch Management, Coaching, Risk Management, Small Business Lending, Lines Of Credit, Internet Banking, Commercial Lending, Consumer Lending
Education
New England School for Financial Studies 2011 — 2012
Banking, A
Smith College 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Steve Travers's New York Life Insurance Company Experience December 2011 - March 2013
Job Financial Services Professional at Capital Financial Group, LLC
Industry Insurance
Experience
Capital Financial Group April 2013 - August 2014
New York Life Insurance Company December 2011 - March 2013
Western Rivers Insurance 2008 - January 2012
Skills
Consultative Selling, Business Relationship..., Team Leadership, Long-term Care, Disability Insurance, Life Insurance, Buy-sell Agreements, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, Public Speaking, Property & Casualty..., Customer Service, Employee Benefits, Sales, Medicare, Estate Planning, Small Business, Long Term Care Insurance, Retirement Planning, Retirement
Education
Southeast Missouri State University 1974 — 1976
Washington University in St. Louis 1985 — 1987
Capital Financial Group April 2013 - August 2014
New York Life Insurance Company December 2011 - March 2013
Western Rivers Insurance 2008 - January 2012
Skills
Consultative Selling, Business Relationship..., Team Leadership, Long-term Care, Disability Insurance, Life Insurance, Buy-sell Agreements, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, Public Speaking, Property & Casualty..., Customer Service, Employee Benefits, Sales, Medicare, Estate Planning, Small Business, Long Term Care Insurance, Retirement Planning, Retirement
Education
Southeast Missouri State University 1974 — 1976
Washington University in St. Louis 1985 — 1987
Marisa Tobar's New York Life Insurance Company Experience May 2006 - Present
Job Case Review
Industry Insurance
Experience
New York Life Insurance Company May 2006 - Present
Mark Eller, Cotton States August 2005 - May 2006
Education
South University 2008 — 2010
Bachelor of Business Administration
New York Life Insurance Company May 2006 - Present
Mark Eller, Cotton States August 2005 - May 2006
Education
South University 2008 — 2010
Bachelor of Business Administration
Jared Gorton's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life Insurance helping families and business owners develop a sound financial strategy.
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
Chipotle Mexican Grill October 2013 - April 2015
Merrill Gardens August 2011 - August 2013
Breakthrough Collaborative 2009 - 2009
Skills
Cooking, Customer Service, Leadership, Event Planning, Training, Time Management, Public Speaking, Social Media
Education
Sonoma State University 2008 — 2012
B.A. History, Minor Art History
Uppsala University 2010 — 2011
History, Political Science
Sacramento Country Day School 2004 — 2008
High School Diploma
New York Life Insurance Company April 2015 - Present
Chipotle Mexican Grill October 2013 - April 2015
Merrill Gardens August 2011 - August 2013
Breakthrough Collaborative 2009 - 2009
Skills
Cooking, Customer Service, Leadership, Event Planning, Training, Time Management, Public Speaking, Social Media
Education
Sonoma State University 2008 — 2012
B.A. History, Minor Art History
Uppsala University 2010 — 2011
History, Political Science
Sacramento Country Day School 2004 — 2008
High School Diploma
Jay McCluskey's New York Life Insurance Company Experience December 1979 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 1979 - Present
NYLIFE Securities LLC December 1979 - Present
Skills
Business Insurance..., Estate Planning, Investments, Licensed Life and..., Retirement Planning, Term Life Insurance, Strategic Planning, Disability Insurance, Financial Services, Insurance, Retirement, Long-term Care, Life Insurance, Health Insurance, Management, Customer Service, Leadership, Sales
Education
Southern Methodist University - Cox School of Business 1976 — 1978
Master of Business Administration (M.B.A.)
Wittenberg University 1971 — 1975
Bachelor's Degree
New York Life Insurance Company December 1979 - Present
NYLIFE Securities LLC December 1979 - Present
Skills
Business Insurance..., Estate Planning, Investments, Licensed Life and..., Retirement Planning, Term Life Insurance, Strategic Planning, Disability Insurance, Financial Services, Insurance, Retirement, Long-term Care, Life Insurance, Health Insurance, Management, Customer Service, Leadership, Sales
Education
Southern Methodist University - Cox School of Business 1976 — 1978
Master of Business Administration (M.B.A.)
Wittenberg University 1971 — 1975
Bachelor's Degree
Eileen Garvey's New York Life Insurance Company Experience April 2013 - Present
Job Product Consultant
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2011 - Present
John Hancock May 2006 - October 2010
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Retirement, Financial Services, 401k, Investments, Asset Allocation, Securities, Wealth Management, Variable Annuities, Relationship Management, Investment Strategies, Fixed Income, Portfolio Management, Sales, Wealth
Education
Southern Connecticut State University
New York Life Insurance Company April 2013 - Present
New York Life Insurance Company May 2011 - Present
John Hancock May 2006 - October 2010
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Retirement, Financial Services, 401k, Investments, Asset Allocation, Securities, Wealth Management, Variable Annuities, Relationship Management, Investment Strategies, Fixed Income, Portfolio Management, Sales, Wealth
Education
Southern Connecticut State University
Nick Neef's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional dedicated to helping individuals and business owners create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - April 2014
Iowa Events Center May 2009 - July 2009
Skills
Insurance, Retirement, Long-term Care, Management, Investments, Disability Insurance, IRAs, Life Insurance, Sales, Retirement Planning, Estate Planning, Leadership, Fixed Annuities, Marketing, Series 6, Series 63, 401k Rollovers, Life
Education
Simpson College 2006 — 2010
BA, Major: Corporate Communications. Minor: Sports Administration
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - April 2014
Iowa Events Center May 2009 - July 2009
Skills
Insurance, Retirement, Long-term Care, Management, Investments, Disability Insurance, IRAs, Life Insurance, Sales, Retirement Planning, Estate Planning, Leadership, Fixed Annuities, Marketing, Series 6, Series 63, 401k Rollovers, Life
Education
Simpson College 2006 — 2010
BA, Major: Corporate Communications. Minor: Sports Administration
Jana Lee Gondran's New York Life Insurance Company Experience January 1986 - September 1999
Job Partner, Haute Chics of Austin
Industry Apparel & Fashion
Experience
Haute Chics of Austin January 2000 - Present
Etcetera of new York 2000 - 2012
New York Life Insurance Company January 1986 - September 1999
Chase national bank of Austin. June 1984 - December 1985
Skills
Personal Shopping, Party Planning
Education
Stephen F. Austin State University 1978 — 1981
Bachelor of fine arts, Elementary Ed & art
Southern Methodist University
Haute Chics of Austin January 2000 - Present
Etcetera of new York 2000 - 2012
New York Life Insurance Company January 1986 - September 1999
Chase national bank of Austin. June 1984 - December 1985
Skills
Personal Shopping, Party Planning
Education
Stephen F. Austin State University 1978 — 1981
Bachelor of fine arts, Elementary Ed & art
Southern Methodist University
Jason LeDeaux's New York Life Insurance Company Experience April 2014 - Present
Job Dedicated Agent with New York Life helping young families develop a sound financial strategy.
Industry Insurance
Experience
New York Life Insurance Company April 2014 - Present
Fort Bend ISD August 2012 - May 2014
Houston Learning Academy June 2011 - July 2012
The Leader's Academy August 2009 - June 2011
Skills
Personal Finance, Life Insurance, Retirement Planning, 401k Rollovers, Education Funding..., Business Insurance..., Licensed in Long Term..., Estate Planning, IRA Rollovers, Buy-sell Agreements, Key Person Insurance, Legacy Planning, Lifetime Income..., Multi-generational..., Multi-generational..., Wealth Preservation..., Business Succession..., Supplements to Employee..., Insurance, Account Management, Customer Retention, Direct Sales, Gifting Strategies, Leadership, Public Speaking, Relationship Management, Risk Management, Small Business, Problem Solving, Seminar Marketing, Succession Planning, Sales, Networking, Workshop Facilitation, Charitable Giving, Lead Generation, Business Exit Strategy, Business Networking, Team Building, Teaching, Coaching, Event Management, Management, Recruiting
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2006
Bachelor of Science, Economics
Broadmoor High School 1996 — 2000
High School, General Studies
New York Life Insurance Company April 2014 - Present
Fort Bend ISD August 2012 - May 2014
Houston Learning Academy June 2011 - July 2012
The Leader's Academy August 2009 - June 2011
Skills
Personal Finance, Life Insurance, Retirement Planning, 401k Rollovers, Education Funding..., Business Insurance..., Licensed in Long Term..., Estate Planning, IRA Rollovers, Buy-sell Agreements, Key Person Insurance, Legacy Planning, Lifetime Income..., Multi-generational..., Multi-generational..., Wealth Preservation..., Business Succession..., Supplements to Employee..., Insurance, Account Management, Customer Retention, Direct Sales, Gifting Strategies, Leadership, Public Speaking, Relationship Management, Risk Management, Small Business, Problem Solving, Seminar Marketing, Succession Planning, Sales, Networking, Workshop Facilitation, Charitable Giving, Lead Generation, Business Exit Strategy, Business Networking, Team Building, Teaching, Coaching, Event Management, Management, Recruiting
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2006
Bachelor of Science, Economics
Broadmoor High School 1996 — 2000
High School, General Studies
Mike Hays's New York Life Insurance Company Experience 1990 - 1997
Job Owner Northwest Sports and More
Industry Sporting Goods
Experience
NW Sports and More August 2008 - Present
Pacific Marketing May 2012 - March 2013
New York Life Insurance Company 1990 - 1997
Moore Business Forms 1982 - 1991
Skills
Apparel, Retail, Sports, Graphic Design, Marketing Strategy, Merchandising, Customer Service, Advertising, Strategic Planning, Social Media, Marketing, Management, Sales, Corporate Gifts, Direct Mail, Trade Shows, E-commerce, Online Marketing, Social Media Marketing, Marketing Communications, B2B, Market Planning, Small Business, Brand Development, Email Marketing, Direct Marketing, Lead Generation, Social Networking, Entrepreneurship, Public Relations, Product Marketing, Event Planning, Facebook, Integrated Marketing, Event Management
Education
Southern Oregon University 1975 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Junction City High School 1972 — 1975
NW Sports and More August 2008 - Present
Pacific Marketing May 2012 - March 2013
New York Life Insurance Company 1990 - 1997
Moore Business Forms 1982 - 1991
Skills
Apparel, Retail, Sports, Graphic Design, Marketing Strategy, Merchandising, Customer Service, Advertising, Strategic Planning, Social Media, Marketing, Management, Sales, Corporate Gifts, Direct Mail, Trade Shows, E-commerce, Online Marketing, Social Media Marketing, Marketing Communications, B2B, Market Planning, Small Business, Brand Development, Email Marketing, Direct Marketing, Lead Generation, Social Networking, Entrepreneurship, Public Relations, Product Marketing, Event Planning, Facebook, Integrated Marketing, Event Management
Education
Southern Oregon University 1975 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Junction City High School 1972 — 1975
Neil Stokke's New York Life Insurance Company Experience December 2005 - July 2007
Job President/Owner at A+ Quality Services Inc.
Industry Computer Hardware
Experience
Remedease, Inc. 2008 - Present
A+ Quality Services Inc. July 2007 - Present
New York Life Insurance Company December 2005 - July 2007
Country Computers, Inc. March 1993 - September 2005
Education
South Dakota State University 1973 — 1977
BS, Economics
Remedease, Inc. 2008 - Present
A+ Quality Services Inc. July 2007 - Present
New York Life Insurance Company December 2005 - July 2007
Country Computers, Inc. March 1993 - September 2005
Education
South Dakota State University 1973 — 1977
BS, Economics
Ryan Paul Campbell's New York Life Insurance Company Experience May 2002 - August 2002
Job Landman at BlackBrush Oil & Gas, LP
Industry Oil & Energy
Experience
BlackBrush Oil & Gas, LP November 2014 - Present
Campbell Law Group, PLLC January 2014 - Present
Axiom February 2014 - Present
Cathexis Holdings DE, LLC March 2013 - January 2014
Lugenbuhl, Wheaton, Peck, Rankin & Hubbard April 2012 - March 2013
Sadler Law Firm August 2008 - April 2012
SunCoast Land Services, Inc. May 2008 - August 2008
The Law Offices of Ryan Paul Campbell August 2005 - August 2008
Daw & Ray, LLP May 2003 - May 2005
New York Life Insurance Company May 2002 - August 2002
Skills
Due Diligence, Pooled, Retained, and..., Oil and Gas Lease..., Operational Agreements, Title Curative, Contract Negotiation, Publishing, Assignment Preparation, Real Estate, Network Administration, Entity Formations, Contractual Agreements, Leases, Curative, Energy Industry, Assignment, Team Management, Mergers, Oil & Gas Law, Corporate Governance, Mineral Rights, Joint Ventures, Operating Agreements, Energy Law, Acquisitions, Oil & Gas Industry, Divestitures, Contract Management, Corporate Law, Oil/Gas, Deeds, Land Acquisition, Mergers & Acquisitions, Civil Litigation, Gas, Minerals, Upstream, Arbitration, Easements, Intellectual Property, Abstracting, Legal Issues, Legal Assistance, Contract Law, Property Law, Legal Writing, Petroleum, Title Searches, Legal Advice, Title Opinions
Education
South Texas College of Law 2001 — 2004
JD, Law
The University of Texas at Austin 1997 — 2001
B.A., Government, Philosophy
BlackBrush Oil & Gas, LP November 2014 - Present
Campbell Law Group, PLLC January 2014 - Present
Axiom February 2014 - Present
Cathexis Holdings DE, LLC March 2013 - January 2014
Lugenbuhl, Wheaton, Peck, Rankin & Hubbard April 2012 - March 2013
Sadler Law Firm August 2008 - April 2012
SunCoast Land Services, Inc. May 2008 - August 2008
The Law Offices of Ryan Paul Campbell August 2005 - August 2008
Daw & Ray, LLP May 2003 - May 2005
New York Life Insurance Company May 2002 - August 2002
Skills
Due Diligence, Pooled, Retained, and..., Oil and Gas Lease..., Operational Agreements, Title Curative, Contract Negotiation, Publishing, Assignment Preparation, Real Estate, Network Administration, Entity Formations, Contractual Agreements, Leases, Curative, Energy Industry, Assignment, Team Management, Mergers, Oil & Gas Law, Corporate Governance, Mineral Rights, Joint Ventures, Operating Agreements, Energy Law, Acquisitions, Oil & Gas Industry, Divestitures, Contract Management, Corporate Law, Oil/Gas, Deeds, Land Acquisition, Mergers & Acquisitions, Civil Litigation, Gas, Minerals, Upstream, Arbitration, Easements, Intellectual Property, Abstracting, Legal Issues, Legal Assistance, Contract Law, Property Law, Legal Writing, Petroleum, Title Searches, Legal Advice, Title Opinions
Education
South Texas College of Law 2001 — 2004
JD, Law
The University of Texas at Austin 1997 — 2001
B.A., Government, Philosophy
Rachel Lamb's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life helping families and business owners develop a sound financial strategy.
Industry Insurance
Experience
New York Life Insurance Company December 2014 - Present
Better Bites Bakery May 2014 - November 2014
Foundation Energy Management, LLC January 2013 - March 2014
Episcopal Diocese of Dallas August 2012 - July 2013
Dallas Employment Services December 2011 - August 2012
AmeriCorps May 2011 - August 2011
CitySquare August 2010 - May 2011
RuffaloCODY February 2008 - May 2010
Center for the Study of Latino/a Christianity and Religions February 2008 - May 2010
Nazareth Academic Institution May 2009 - August 2009
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, Public Speaking, Leadership, Workshop Facilitation
Education
Southern Methodist University 2007 — 2011
Master's of Divinity, Perkins School of Theology
Southern Methodist University 2005 — 2007
B.A. in Religious Studies, Dedman College of Humanities
New York Life Insurance Company December 2014 - Present
Better Bites Bakery May 2014 - November 2014
Foundation Energy Management, LLC January 2013 - March 2014
Episcopal Diocese of Dallas August 2012 - July 2013
Dallas Employment Services December 2011 - August 2012
AmeriCorps May 2011 - August 2011
CitySquare August 2010 - May 2011
RuffaloCODY February 2008 - May 2010
Center for the Study of Latino/a Christianity and Religions February 2008 - May 2010
Nazareth Academic Institution May 2009 - August 2009
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, Public Speaking, Leadership, Workshop Facilitation
Education
Southern Methodist University 2007 — 2011
Master's of Divinity, Perkins School of Theology
Southern Methodist University 2005 — 2007
B.A. in Religious Studies, Dedman College of Humanities
Michael Schirizzo's New York Life Insurance Company Experience June 2015 - Present
Job Corporate VP, Life Insurance Expense Reporting at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company June 2015 - Present
The Hartford February 2014 - Present
The Hartford January 2013 - February 2014
Prudential Financial January 2012 - January 2013
Prudential Financial October 2008 - December 2011
Scholastic October 2007 - October 2008
GEXPRO June 2006 - October 2007
Affinion Group August 2005 - June 2006
IBM June 2001 - August 2005
Skills
Finance, Strategic Financial..., Forecasting, Financial Reporting, Business Analysis, Analysis, Variance Analysis, Financial Analysis, Management, Risk Management, Financial Modeling, Strategy, Accounting, Operations Management, Budgets, Mergers & Acquisitions, Financial Forecasting, Analytics, Income Statement, Strategic Planning, Business Process..., Mergers, Cross-functional Team..., Executive Management, Cash Flow, Managerial Finance, Corporate Finance, Finance Transformation, Benchmarking, Performance Management
Education
Southern Connecticut State University 2005 — 2006
MBA, Accounting and Finance
Southern Connecticut State University 1998 — 2002
BS, Finance
New York Life Insurance Company June 2015 - Present
The Hartford February 2014 - Present
The Hartford January 2013 - February 2014
Prudential Financial January 2012 - January 2013
Prudential Financial October 2008 - December 2011
Scholastic October 2007 - October 2008
GEXPRO June 2006 - October 2007
Affinion Group August 2005 - June 2006
IBM June 2001 - August 2005
Skills
Finance, Strategic Financial..., Forecasting, Financial Reporting, Business Analysis, Analysis, Variance Analysis, Financial Analysis, Management, Risk Management, Financial Modeling, Strategy, Accounting, Operations Management, Budgets, Mergers & Acquisitions, Financial Forecasting, Analytics, Income Statement, Strategic Planning, Business Process..., Mergers, Cross-functional Team..., Executive Management, Cash Flow, Managerial Finance, Corporate Finance, Finance Transformation, Benchmarking, Performance Management
Education
Southern Connecticut State University 2005 — 2006
MBA, Accounting and Finance
Southern Connecticut State University 1998 — 2002
BS, Finance
Farhan Khalid's New York Life Insurance Company Experience February 2011 - January 2015
Job Consultant at Pearson
Industry Financial Services
Experience
Pearson July 2015 - Present
Accenture January 2015 - Present
Morgan Stanley March 2015 - June 2015
New York Life Insurance Company February 2011 - January 2015
The Hartford May 2007 - February 2011
Skills
Business Analysis, Business Planning, Business Strategy, Business Development, Business Process..., Quality Assurance, Quality Control, HP Quality Center, Qualitative Research, Technical Support, Information Security, Consulting, MySQL, Microsoft Office, .NET, JavaScript, Scripting, HTML, HP Load Runner, Data Analysis, System Testing, User Acceptance Testing, Load Testing, Quality Center
Education
Southern Connecticut State University 2004 — 2009
Computer Science, Computer Programming/Programmer, General
Pearson July 2015 - Present
Accenture January 2015 - Present
Morgan Stanley March 2015 - June 2015
New York Life Insurance Company February 2011 - January 2015
The Hartford May 2007 - February 2011
Skills
Business Analysis, Business Planning, Business Strategy, Business Development, Business Process..., Quality Assurance, Quality Control, HP Quality Center, Qualitative Research, Technical Support, Information Security, Consulting, MySQL, Microsoft Office, .NET, JavaScript, Scripting, HTML, HP Load Runner, Data Analysis, System Testing, User Acceptance Testing, Load Testing, Quality Center
Education
Southern Connecticut State University 2004 — 2009
Computer Science, Computer Programming/Programmer, General
Stuart Depew's New York Life Insurance Company Experience September 1996 - June 1998
Job Senior Sales Representative
Industry Financial Services
Experience
Green Mountain Energy Company Financial Services ProfessionalIndependent Broker / Non-CaptiveSeptember 2010 - 2012
Northwestern Mutual December 2001 - March 2004
New York Life Insurance Company September 1996 - June 1998
Skills
Insurance, Financial Services, Long-term Care, Sales, Financial Planning, Finance, Management, Long Term Care Insurance
Education
Southwestern Baptist Theological Seminary 1971 — 1974
M. Div., Theology
Southern Methodist University 1967 — 1971
BA, Social Science
Green Mountain Energy Company Financial Services ProfessionalIndependent Broker / Non-CaptiveSeptember 2010 - 2012
Northwestern Mutual December 2001 - March 2004
New York Life Insurance Company September 1996 - June 1998
Skills
Insurance, Financial Services, Long-term Care, Sales, Financial Planning, Finance, Management, Long Term Care Insurance
Education
Southwestern Baptist Theological Seminary 1971 — 1974
M. Div., Theology
Southern Methodist University 1967 — 1971
BA, Social Science
Christie Harrington's New York Life Insurance Company Experience Business ManagerSpeedy Mail2001 - 2006
Job Financial Services at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Business ManagerSpeedy Mail2001 - 2006
Education
Southern Adventist University 1994 — 1998
BBA, Marketing, Advertising
New York Life Insurance Company Business ManagerSpeedy Mail2001 - 2006
Education
Southern Adventist University 1994 — 1998
BBA, Marketing, Advertising
Phil Bowers's New York Life Insurance Company Experience September 1992 - April 2014
Job Financial Services Professional for New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 1992 - April 2014
New York Life Insurance Company November 1989 - September 1992
New York Life Insurance Company September 1985 - September 1989
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Retirement, Investments, Asset Management, Long-term Care, Long Term Care Insurance, Fundraising, Strategic Planning, Disability Insurance, Public Speaking, Leadership, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Wealth, Nonprofits, Event Planning
Education
The American College 1998 — 2000
Master of Science (MS), Financial Planning and Services
Southwest Baptist University 1967 — 1971
Bachelor of Education (B.Ed.), History and Psychology
New York Life Insurance Company September 1992 - April 2014
New York Life Insurance Company November 1989 - September 1992
New York Life Insurance Company September 1985 - September 1989
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Retirement, Investments, Asset Management, Long-term Care, Long Term Care Insurance, Fundraising, Strategic Planning, Disability Insurance, Public Speaking, Leadership, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Wealth, Nonprofits, Event Planning
Education
The American College 1998 — 2000
Master of Science (MS), Financial Planning and Services
Southwest Baptist University 1967 — 1971
Bachelor of Education (B.Ed.), History and Psychology
Carl Mattox's New York Life Insurance Company Experience January 1984 - February 1985
Job Founder and CEO at MattoxCorp. MBE
Industry Utilities
Experience
MattoxCorp. MBE January 2013 - Present
Jackson Hewitt January 2013 - April 2014
Intren Inc. August 2010 - June 2011
Ameren March 2008 - February 2010
Ameren May 1990 - April 2008
Ameren February 1985 - May 1990
New York Life Insurance Company January 1984 - February 1985
Skills
Power Plants, Electricity, Nuclear, Steam, Electricians, Power Distribution, Power Transmission, Energy, Factory, Boilers, High Voltage, Natural Gas, Substation, Steam Turbines, Generators, Meters, Predictive Maintenance, Inspection, Troubleshooting, Training, Program Management
Education
S.I.U.Edwardsville
Bachelor of Science (BS), Organizational Leadership
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Organizational Behavior Studies
MattoxCorp. MBE January 2013 - Present
Jackson Hewitt January 2013 - April 2014
Intren Inc. August 2010 - June 2011
Ameren March 2008 - February 2010
Ameren May 1990 - April 2008
Ameren February 1985 - May 1990
New York Life Insurance Company January 1984 - February 1985
Skills
Power Plants, Electricity, Nuclear, Steam, Electricians, Power Distribution, Power Transmission, Energy, Factory, Boilers, High Voltage, Natural Gas, Substation, Steam Turbines, Generators, Meters, Predictive Maintenance, Inspection, Troubleshooting, Training, Program Management
Education
S.I.U.Edwardsville
Bachelor of Science (BS), Organizational Leadership
Southern Illinois University, Edwardsville
Bachelor of Business Administration (BBA), Organizational Behavior Studies
Aaron Frimpong's New York Life Insurance Company Experience July 2011 - January 2014
Job Specialized Investment Services Representative at USAA
Industry Financial Services
Experience
USAA January 2014 - Present
New York Life Insurance Company July 2011 - January 2014
New York Life Insurance Company September 2006 - July 2011
Wachovia Auto Dealer Services September 2003 - August 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Hedge Funds, Uniform Combined State..., Series 24, Asset Management
Education
Southern Methodist University
Bachelor of Science (BS), Economics with Financial Applications
USAA January 2014 - Present
New York Life Insurance Company July 2011 - January 2014
New York Life Insurance Company September 2006 - July 2011
Wachovia Auto Dealer Services September 2003 - August 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Hedge Funds, Uniform Combined State..., Series 24, Asset Management
Education
Southern Methodist University
Bachelor of Science (BS), Economics with Financial Applications
Jane Nold's New York Life Insurance Company Experience 1984 - 1989
Job paraprofessional at WCUSD#5
Industry Higher Education
Experience
WCUSD#5 August 1999 - Present
New York Life Insurance Company 1984 - 1989
St. Matthew Daycare Center 1976 - 1984
Skills
Classroom, Higher Education, Teaching, Curriculum Design, Tutoring, Curriculum Development, Public Speaking
Education
Southern Illinois University, Edwardsville 1978 — 1983
Bachelor of Arts (BA), Music
WCUSD#5 August 1999 - Present
New York Life Insurance Company 1984 - 1989
St. Matthew Daycare Center 1976 - 1984
Skills
Classroom, Higher Education, Teaching, Curriculum Design, Tutoring, Curriculum Development, Public Speaking
Education
Southern Illinois University, Edwardsville 1978 — 1983
Bachelor of Arts (BA), Music
Woody Thorne's New York Life Insurance Company Experience May 1985 - February 1997
Job Vice President – Community Affairs at Southern Illinois Healthcare
Industry Hospital & Health Care
Experience
Southern Illinois Healthcare March 2009 - Present
Southern Illinois Healthcare November 2006 - February 2009
Southern Illinois Healthcare January 2001 - 2006
Old National Bank February 1997 - January 2001
New York Life Insurance Company May 1985 - February 1997
Skills
Marketing Strategy, Philanthropy, Population Health, Networking, Healthcare Management, Hospitals, Healthcare, Healthcare Information..., Fundraising, Program Management, Community Outreach, Leadership Development, Management, Strategic Planning, Nursing, Public Speaking, EHR, Program Development, Leadership, Grants, Human Resources
Education
Southern Illinois University, Carbondale
MSeD
Southern Illinois University, Carbondale 1978 — 1983
Bachelor of Science (BS), Marketing
Naperville Central High School
Southern Illinois Healthcare March 2009 - Present
Southern Illinois Healthcare November 2006 - February 2009
Southern Illinois Healthcare January 2001 - 2006
Old National Bank February 1997 - January 2001
New York Life Insurance Company May 1985 - February 1997
Skills
Marketing Strategy, Philanthropy, Population Health, Networking, Healthcare Management, Hospitals, Healthcare, Healthcare Information..., Fundraising, Program Management, Community Outreach, Leadership Development, Management, Strategic Planning, Nursing, Public Speaking, EHR, Program Development, Leadership, Grants, Human Resources
Education
Southern Illinois University, Carbondale
MSeD
Southern Illinois University, Carbondale 1978 — 1983
Bachelor of Science (BS), Marketing
Naperville Central High School
Alissa Hyres's New York Life Insurance Company Experience August 2009 - May 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
New York Life Insurance Company August 2009 - May 2012
Skills
Wealth Management..., Portfolio Management, Financial Services, Long Term Care Insurance, 401k, 401k Rollovers, Small Business, Attorneys, Residential Mortgages, Commercial Banking
Education
Skidmore College 1997 — 2004
Bachelor of Arts (B.A.), History of Religion and Women's Studies
Litchfield High School 1994 — 1997
Merrill Lynch June 2012 - Present
New York Life Insurance Company August 2009 - May 2012
Skills
Wealth Management..., Portfolio Management, Financial Services, Long Term Care Insurance, 401k, 401k Rollovers, Small Business, Attorneys, Residential Mortgages, Commercial Banking
Education
Skidmore College 1997 — 2004
Bachelor of Arts (B.A.), History of Religion and Women's Studies
Litchfield High School 1994 — 1997
Jolene Randolph's New York Life Insurance Company Experience February 2014 - Present
Job Life Insurance
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
Skills
Consumer Lending, Lines Of Credit, Loans, Retail Banking, Credit, Credit Analysis, Banking, Cross Selling, Loan Origination, Mortgage Lending, Deposits, Cash Management, Credit Risk, Mortgage Banking, Treasury Management, Branch Banking
Education
Southern Illinois University, Edwardsville 1982 — 1986
Marketing
New York Life Insurance Company February 2014 - Present
Skills
Consumer Lending, Lines Of Credit, Loans, Retail Banking, Credit, Credit Analysis, Banking, Cross Selling, Loan Origination, Mortgage Lending, Deposits, Cash Management, Credit Risk, Mortgage Banking, Treasury Management, Branch Banking
Education
Southern Illinois University, Edwardsville 1982 — 1986
Marketing
Scott Nolen's New York Life Insurance Company Experience December 2013 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Genworth March 2007 - December 2013
Skills
Long-term Care, Microsoft Word, Management
Education
Southeast Missouri State University 1988 — 1992
Bachelor of Business Administration (BBA), Finance and Financial Management Services
New York Life Insurance Company December 2013 - Present
Genworth March 2007 - December 2013
Skills
Long-term Care, Microsoft Word, Management
Education
Southeast Missouri State University 1988 — 1992
Bachelor of Business Administration (BBA), Finance and Financial Management Services