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
Helen Escamilla Helen Escamilla's New York Life Insurance Company Experience October 2010 - July 2011
Job Executive Assistant and District Recruiter at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America February 2015 - Present
Austin Vineyard Church July 2011 - Present
Austin Vineyard Church January 2013 - July 2014
New York Life Insurance Company October 2010 - July 2011
Skills
Community Outreach, Leadership, Public Speaking, Training, Microsoft Office, Project Management, Fundraising, Nonprofits, Social Media, Event Planning, Time Management, Teaching
Education
Southwestern University 2002 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, 3.4
Newman Smith High School 1999 — 2002
High School Diploma, N/A
Modern Woodmen of America February 2015 - Present
Austin Vineyard Church July 2011 - Present
Austin Vineyard Church January 2013 - July 2014
New York Life Insurance Company October 2010 - July 2011
Skills
Community Outreach, Leadership, Public Speaking, Training, Microsoft Office, Project Management, Fundraising, Nonprofits, Social Media, Event Planning, Time Management, Teaching
Education
Southwestern University 2002 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, 3.4
Newman Smith High School 1999 — 2002
High School Diploma, N/A
Steve Kieper Steve Kieper's New York Life Insurance Company Experience September 2014 - February 2015
Job Operations Manager at Arena's Inc.
Industry Retail
Experience
Arena's Inc. October 2015 - Present
Arena's Inc. April 2015 - October 2015
New York Life Insurance Company September 2014 - February 2015
Century Concrete September 2012 - May 2014
Ace Hardware May 2003 - September 2012
Skills
Fitness Training, Relationship Management, Interpersonal Skills, Performance Motivation, Weight Training, Sales, Management, Retail, Construction, Public Speaking, Marketing, Analysis, Customer Service, Leadership, Social Media, Time Management, Training, Team Building, Account Management, Team Leadership
Education
SUNY Oswego 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Saint John Fisher College 2001 — 2003
Business Administration and Management, General
Arena's Inc. October 2015 - Present
Arena's Inc. April 2015 - October 2015
New York Life Insurance Company September 2014 - February 2015
Century Concrete September 2012 - May 2014
Ace Hardware May 2003 - September 2012
Skills
Fitness Training, Relationship Management, Interpersonal Skills, Performance Motivation, Weight Training, Sales, Management, Retail, Construction, Public Speaking, Marketing, Analysis, Customer Service, Leadership, Social Media, Time Management, Training, Team Building, Account Management, Team Leadership
Education
SUNY Oswego 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Saint John Fisher College 2001 — 2003
Business Administration and Management, General
Andrew Godbold Andrew Godbold's New York Life Insurance Company Experience July 2009 - March 2013
Job Account Executive, Mid Cap E&P and Midstream
Industry Oil & Energy
Experience
Drillinginfo March 2013 - Present
New York Life Insurance Company July 2009 - March 2013
Skills
Good communication and..., Developed sales and..., Productive in..., Innovative creative..., Adaptable and reliable, Exceptional..., Creativity, Leadership, Sales Process, Cold Calling, Team Leadership, Account Management, Direct Sales, Sales Management, Sales, Management, Training, Strategy, Oil/Gas, Oilfield, Oil & Gas Industry, Downstream Oil & Gas, Offshore Drilling, Oil Industry, Oil Analysis, Oil & Gas Exploration, Contract Negotiation, Salesforce.com, SaaS, Sales Operations, Executive Management, Time Management, Coaching, B2B, Marketing, Networking, New Business Development, Selling, CRM, Lead Generation, Entrepreneurship, Recruiting, Customer Retention, Customer Service, Solution Selling, Sales Presentations, Small Business, Enterprise Software, Finance, Strategic Partnerships
Education
St. Edward's University 2004 — 2008
B.A., Business, 3.5 GPA
St. Thomas High School 2000 — 2004
Drillinginfo March 2013 - Present
New York Life Insurance Company July 2009 - March 2013
Skills
Good communication and..., Developed sales and..., Productive in..., Innovative creative..., Adaptable and reliable, Exceptional..., Creativity, Leadership, Sales Process, Cold Calling, Team Leadership, Account Management, Direct Sales, Sales Management, Sales, Management, Training, Strategy, Oil/Gas, Oilfield, Oil & Gas Industry, Downstream Oil & Gas, Offshore Drilling, Oil Industry, Oil Analysis, Oil & Gas Exploration, Contract Negotiation, Salesforce.com, SaaS, Sales Operations, Executive Management, Time Management, Coaching, B2B, Marketing, Networking, New Business Development, Selling, CRM, Lead Generation, Entrepreneurship, Recruiting, Customer Retention, Customer Service, Solution Selling, Sales Presentations, Small Business, Enterprise Software, Finance, Strategic Partnerships
Education
St. Edward's University 2004 — 2008
B.A., Business, 3.5 GPA
St. Thomas High School 2000 — 2004
Stacee E. Utsey's New York Life Insurance Company Experience October 2013 - December 2014
Job Retail Sales Coordinator
Industry Retail
Experience
Randstad February 2015 - June 2015
Clarins Group November 2014 - June 2015
New York Life Insurance Company October 2013 - December 2014
Macy's October 2004 - August 2013
H&R Block December 2011 - April 2013
Mt Vernon Baptist Church December 2002 - January 2009
EDS, an HP company August 1986 - October 2003
Skills
Sales, Term Life Insurance, Permanent Life Insurance, Retirement Planning, Risk Management, Protection..., Key Person Insurance, Grandchild Gifting, Education Funding..., Estate Planning, Community Outreach, Event Planning, Finance, Leadership, Project Planning, Social Networking
Education
Keller Graduate School of Management 2008 — 2011
Certificate, Accounting and Finance Management
Spelman College 1981 — 1985
B.S., Computer Science
Randstad February 2015 - June 2015
Clarins Group November 2014 - June 2015
New York Life Insurance Company October 2013 - December 2014
Macy's October 2004 - August 2013
H&R Block December 2011 - April 2013
Mt Vernon Baptist Church December 2002 - January 2009
EDS, an HP company August 1986 - October 2003
Skills
Sales, Term Life Insurance, Permanent Life Insurance, Retirement Planning, Risk Management, Protection..., Key Person Insurance, Grandchild Gifting, Education Funding..., Estate Planning, Community Outreach, Event Planning, Finance, Leadership, Project Planning, Social Networking
Education
Keller Graduate School of Management 2008 — 2011
Certificate, Accounting and Finance Management
Spelman College 1981 — 1985
B.S., Computer Science
Salvatore Valenti Salvatore Valenti's New York Life Insurance Company Experience October 2014 - May 2015
Job Financial Analyst at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
Market Resource Partners June 2015 - September 2015
New York Life Insurance Company October 2014 - May 2015
International Alliance Associates Limited December 2014 - March 2015
Scranton School District May 2012 - September 2012
Skills
Economic Research, Time Management, Leadership, Social Networking, Investran, Sungard Investier, Advent Geneva, People Skills, Investments, Great Personality, Desired, Goal Oriented, Team Leadership, Team Player, Highly Motivated, Entrepreneurship, Microsoft Office, Microsoft Word, Marketing, Facebook
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2015
Bachelor of Arts (B.A.), Economics (Concentration in Finance); Minor: Business Administration
Scranton High School 2006 — 2010
High School
SEI September 2015 - Present
Market Resource Partners June 2015 - September 2015
New York Life Insurance Company October 2014 - May 2015
International Alliance Associates Limited December 2014 - March 2015
Scranton School District May 2012 - September 2012
Skills
Economic Research, Time Management, Leadership, Social Networking, Investran, Sungard Investier, Advent Geneva, People Skills, Investments, Great Personality, Desired, Goal Oriented, Team Leadership, Team Player, Highly Motivated, Entrepreneurship, Microsoft Office, Microsoft Word, Marketing, Facebook
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2015
Bachelor of Arts (B.A.), Economics (Concentration in Finance); Minor: Business Administration
Scranton High School 2006 — 2010
High School
Michael Wismann Michael Wismann's New York Life Insurance Company Experience October 2011 - April 2012
Job Business Analyst with Customer Service Experience
Industry Financial Services
Experience
DataVerify April 2015 - Present
United States Soccer Federation September 2013 - Present
MRCT - Maher, Rosenheim, Comfort, & Tabash, L.L.C. February 2013 - December 2014
Best Brokers Inc. April 2012 - February 2013
New York Life Insurance Company October 2011 - April 2012
PNC Financial Services Group August 2005 - October 2011
First Community Credit Union August 2002 - August 2005
US Bank October 1999 - May 2002
Skills
Business Analysis, Customer Service, Employee Benefits, Finance, Financial Planning, Financial Services, Banking, Budgets, Budgeting, Life Insurance, Insurance, Wealth Management, Financial Analysis, Training, Mortgage Lending, Retirement Planning, Retirement, Business Planning, Financial Advisory, Strategic Financial..., Business Development, Estate Planning, Wealth Accumulation, Financial Reporting, Benefits Administration, Benefits Management, Microsoft Excel, Microsoft Word, Outlook, Web Browsing, SQL, Evernote, Dropbox, WordPress, PowerPoint
Education
University of Missouri-Saint Louis 2001 — 2005
Business Administration, Finance
St. Louis Community College 1999 — 2002
Christian Brothers College (CBC) High School 1995 — 1999
DataVerify April 2015 - Present
United States Soccer Federation September 2013 - Present
MRCT - Maher, Rosenheim, Comfort, & Tabash, L.L.C. February 2013 - December 2014
Best Brokers Inc. April 2012 - February 2013
New York Life Insurance Company October 2011 - April 2012
PNC Financial Services Group August 2005 - October 2011
First Community Credit Union August 2002 - August 2005
US Bank October 1999 - May 2002
Skills
Business Analysis, Customer Service, Employee Benefits, Finance, Financial Planning, Financial Services, Banking, Budgets, Budgeting, Life Insurance, Insurance, Wealth Management, Financial Analysis, Training, Mortgage Lending, Retirement Planning, Retirement, Business Planning, Financial Advisory, Strategic Financial..., Business Development, Estate Planning, Wealth Accumulation, Financial Reporting, Benefits Administration, Benefits Management, Microsoft Excel, Microsoft Word, Outlook, Web Browsing, SQL, Evernote, Dropbox, WordPress, PowerPoint
Education
University of Missouri-Saint Louis 2001 — 2005
Business Administration, Finance
St. Louis Community College 1999 — 2002
Christian Brothers College (CBC) High School 1995 — 1999
Darrell Keith Darrell Keith's New York Life Insurance Company Experience 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
United States Department of Defense 2014 - 2015
United States Air Force July 2012 - December 2014
United States Air Force June 2004 - December 2014
Bellevue Soccer Club March 2011 - May 2013
United States Air Force January 2011 - July 2012
Air Force Security Assistance Training Squadron January 2010 - January 2011
Soccer Association for the Youth of San Antonio March 2007 - October 2010
United States Air Force April 2009 - February 2010
Skills
Air Force, Military Experience, Military, Operational Planning, DoD, Command, National Security, Leadership, Program Management, Organizational..., Foreign Policy, Security Policy, International Relations, Interagency Coordination, Aviation, Security Clearance, Top Secret, Military Operations, Command & Control, Flight Planning, Mission Management, Flight Evaluation, Instructor-led Training, Emergency Management, Team Leadership, Aerospace, Aircraft, 401k Rollovers, Annuity Sales, Business Planning, Education Funding, Employee Benefits, Licensed Life and..., Income Protection, Gifting Strategies, Retirement Income..., Retirement Planning, Relationship Building, Creative Problem Solving, Customer Service, Public Speaking, Workshop Facilitation, Customer Satisfaction, Risk Management, Succession Planning, Buy-sell Agreements, Whole Life, Term Life Insurance, Key Person Protection, Wealth Preservation...
Education
St. Mary's University 2006 — 2008
Master's, International Relations (Security Policy)
University of Washington 1994 — 1999
Bachelor's, International Studies (Latin America)
New York Life Insurance Company 2015 - Present
United States Department of Defense 2014 - 2015
United States Air Force July 2012 - December 2014
United States Air Force June 2004 - December 2014
Bellevue Soccer Club March 2011 - May 2013
United States Air Force January 2011 - July 2012
Air Force Security Assistance Training Squadron January 2010 - January 2011
Soccer Association for the Youth of San Antonio March 2007 - October 2010
United States Air Force April 2009 - February 2010
Skills
Air Force, Military Experience, Military, Operational Planning, DoD, Command, National Security, Leadership, Program Management, Organizational..., Foreign Policy, Security Policy, International Relations, Interagency Coordination, Aviation, Security Clearance, Top Secret, Military Operations, Command & Control, Flight Planning, Mission Management, Flight Evaluation, Instructor-led Training, Emergency Management, Team Leadership, Aerospace, Aircraft, 401k Rollovers, Annuity Sales, Business Planning, Education Funding, Employee Benefits, Licensed Life and..., Income Protection, Gifting Strategies, Retirement Income..., Retirement Planning, Relationship Building, Creative Problem Solving, Customer Service, Public Speaking, Workshop Facilitation, Customer Satisfaction, Risk Management, Succession Planning, Buy-sell Agreements, Whole Life, Term Life Insurance, Key Person Protection, Wealth Preservation...
Education
St. Mary's University 2006 — 2008
Master's, International Relations (Security Policy)
University of Washington 1994 — 1999
Bachelor's, International Studies (Latin America)
Jaime Ranft Jaime Ranft's New York Life Insurance Company Experience June 2014 - November 2014
Job State Farm
Industry Insurance
Experience
State Farm 2014 - Present
New York Life Insurance Company June 2014 - November 2014
Improved Piping Products December 2012 - November 2013
The Scooter Store May 2012 - November 2012
UPS Sales February 2011 - May 2012
Texas Council on Family Violence May 2009 - August 2009
Moroch March 2008 - June 2008
Skills
Consultancy, Event Planning, Sales Management, Sales, Customer Service, Cold Calling, Microsoft Office, Marketing Communications, PowerPoint, Microsoft Excel, Event Management, Public Relations, Marketing, Trade Shows, Training, Account Management, Selling, Management, Team Leadership, Business Development, CRM, Customer Satisfaction, Direct Sales, Leadership, Marketing Strategy, Sales Operations, Strategic Planning, Negotiation
Education
St. Edward's University 2008 — 2009
Bachelor's, Communication
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Communications
State Farm 2014 - Present
New York Life Insurance Company June 2014 - November 2014
Improved Piping Products December 2012 - November 2013
The Scooter Store May 2012 - November 2012
UPS Sales February 2011 - May 2012
Texas Council on Family Violence May 2009 - August 2009
Moroch March 2008 - June 2008
Skills
Consultancy, Event Planning, Sales Management, Sales, Customer Service, Cold Calling, Microsoft Office, Marketing Communications, PowerPoint, Microsoft Excel, Event Management, Public Relations, Marketing, Trade Shows, Training, Account Management, Selling, Management, Team Leadership, Business Development, CRM, Customer Satisfaction, Direct Sales, Leadership, Marketing Strategy, Sales Operations, Strategic Planning, Negotiation
Education
St. Edward's University 2008 — 2009
Bachelor's, Communication
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Communications
Lee Cohen's New York Life Insurance Company Experience January 2013 - December 2013
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
New York Life Insurance Company January 2013 - December 2013
Skills
Annuity Product..., Financial Services, Mutual Fund Product..., Securities Industry, Guaranteed Income..., Investment Products, Series 6, Series 63, Life and Health..., Marketing Strategy, Fixed Income Product..., Equity Product Knowledge, Creative Problem Solving, Public Speaking, Series 7
Education
St. Francis College 2005 — 2010
Bachelor of Science (BS), Biology, General, 3.3
New York Life & MainStay Investments January 2014 - Present
New York Life Insurance Company January 2013 - December 2013
Skills
Annuity Product..., Financial Services, Mutual Fund Product..., Securities Industry, Guaranteed Income..., Investment Products, Series 6, Series 63, Life and Health..., Marketing Strategy, Fixed Income Product..., Equity Product Knowledge, Creative Problem Solving, Public Speaking, Series 7
Education
St. Francis College 2005 — 2010
Bachelor of Science (BS), Biology, General, 3.3
Ambar Martinez Ambar Martinez's New York Life Insurance Company Experience June 2014 - Present
Job Director of Recruitment at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2014 - Present
eHealth Technologies February 2013 - Present
Adecco Group August 2012 - February 2013
CVS Caremark Corporation May 2010 - August 2012
Skills
Customer Service, Compliance, HIPAA, Account Management, Training, Process Improvement, Healthcare, Team Building, Program Management, Software Documentation, Call Centers, Outlook, Leadership, Vendor Management, Troubleshooting, Employee Benefits
Education
St. John Fisher College
Bachelor of Science (B.S.), Psychology
New York Life Insurance Company June 2014 - Present
eHealth Technologies February 2013 - Present
Adecco Group August 2012 - February 2013
CVS Caremark Corporation May 2010 - August 2012
Skills
Customer Service, Compliance, HIPAA, Account Management, Training, Process Improvement, Healthcare, Team Building, Program Management, Software Documentation, Call Centers, Outlook, Leadership, Vendor Management, Troubleshooting, Employee Benefits
Education
St. John Fisher College
Bachelor of Science (B.S.), Psychology
Cesar Del Rosario Cesar Del Rosario's New York Life Insurance Company Experience May 2012 - May 2013
Job Making the hotel booking process better
Industry Leisure, Travel & Tourism
Experience
Triptease July 2015 - Present
Monaeo January 2014 - July 2015
New York Life Insurance Company May 2012 - May 2013
St. John's University February 2012 - May 2013
Skills
Adobe Acrobat, Microsoft Word, Public Speaking, Microsoft Excel, Fundraising, Photoshop, Advertising, PowerPoint, Research, Microsoft Office, Outlook, Newsletters, Non-profits, Editing, Life Insurance, Fixed Annuities, Long Term Care Insurance, College Funding..., Insurance, Social Media, Retirement Planning, Facebook, Social Networking, Long-term Care, Leadership, Retirement, Community Outreach, Guaranteed Lifetime..., Wealth Accumulation, Spanish, Access, Financial Services, Nonprofits, Management, Sales, Analysis, Customer Service, Teamwork, Time Management
Education
St. John's University, The Peter J. Tobin College of Business
Bachelor of Science (BS), Finance, General
Triptease July 2015 - Present
Monaeo January 2014 - July 2015
New York Life Insurance Company May 2012 - May 2013
St. John's University February 2012 - May 2013
Skills
Adobe Acrobat, Microsoft Word, Public Speaking, Microsoft Excel, Fundraising, Photoshop, Advertising, PowerPoint, Research, Microsoft Office, Outlook, Newsletters, Non-profits, Editing, Life Insurance, Fixed Annuities, Long Term Care Insurance, College Funding..., Insurance, Social Media, Retirement Planning, Facebook, Social Networking, Long-term Care, Leadership, Retirement, Community Outreach, Guaranteed Lifetime..., Wealth Accumulation, Spanish, Access, Financial Services, Nonprofits, Management, Sales, Analysis, Customer Service, Teamwork, Time Management
Education
St. John's University, The Peter J. Tobin College of Business
Bachelor of Science (BS), Finance, General
Sandra Neumann BS CH Sandra Neumann BS CH's New York Life Insurance Company Experience 2009 - 2012
Job President of Springfield Valley Hypnosis Center
Industry Printing
Experience
Springfield Valley Hypnosis Center April 2013 - Present
Neumann Print Technologies April 1990 - Present
Universal Wilde April 2012 - April 2013
New York Life Insurance Company 2009 - 2012
Neumann Print Technologies August 1986 - June 2009
Skills
Hypnotherapy, Stress Management, NLP, Hypnosis, Mindfulness Meditation, Relaxation, Guided Imagery, Strategy, Marketing Communications, Mindfulness, Advertising, New Business Development, Marketing, Marketing Strategy, Account Management, Direct Marketing, Social Media Marketing, Email Marketing, Insurance, Strategic Planning, Integrated Marketing, Retirement Planning, Print, Brand Development, Sales, Digital Printing, Small Business, B2B, Online Marketing, Offset Printing, Management, Lead Generation, Trade Shows, Print Management, Print Production, Direct Mail
Education
Springfield College 1975 — 1979
BS, Psychology
Greater New England Academy of Hypnosis Inc. 2005 — 2013
Certified Hypnotist, Hypnotherapy/Hypnotherapist
Indiana Academy of Hypnosis 2013 — 2013
NLP Practitioner, Neurolinguistic Programing
Mindful Schools 2015 — 2015
Mindfulness Based Stress Reduction (MBSR) and Curriculum Training
Springfield Valley Hypnosis Center April 2013 - Present
Neumann Print Technologies April 1990 - Present
Universal Wilde April 2012 - April 2013
New York Life Insurance Company 2009 - 2012
Neumann Print Technologies August 1986 - June 2009
Skills
Hypnotherapy, Stress Management, NLP, Hypnosis, Mindfulness Meditation, Relaxation, Guided Imagery, Strategy, Marketing Communications, Mindfulness, Advertising, New Business Development, Marketing, Marketing Strategy, Account Management, Direct Marketing, Social Media Marketing, Email Marketing, Insurance, Strategic Planning, Integrated Marketing, Retirement Planning, Print, Brand Development, Sales, Digital Printing, Small Business, B2B, Online Marketing, Offset Printing, Management, Lead Generation, Trade Shows, Print Management, Print Production, Direct Mail
Education
Springfield College 1975 — 1979
BS, Psychology
Greater New England Academy of Hypnosis Inc. 2005 — 2013
Certified Hypnotist, Hypnotherapy/Hypnotherapist
Indiana Academy of Hypnosis 2013 — 2013
NLP Practitioner, Neurolinguistic Programing
Mindful Schools 2015 — 2015
Mindfulness Based Stress Reduction (MBSR) and Curriculum Training
Craig Roslien Craig Roslien's New York Life Insurance Company Experience May 1984 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC September 2004 - Present
New York Life Insurance Company May 1984 - Present
New York Life Insurance Company 1984 - Present
in Wisconsin and Minnesota August 1964 - June 1984
Skills
401(k) rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Wealth Preservation..., CLU, Licensed Life Insurance..., Protection..., Finance, Life Insurance, Team Building, Customer Service, Fixed Annuities
Education
University of Minnesota-Twin Cities 1974 — 1979
Education Specialist, Educational Administration
University of Iowa 1966 — 1970
Master of Arts (MA), Educational Administration
St. Olaf College 1960 — 1965
Bachelor of Arts (B.A.), Biology and Chemistry
Eagle Strategies LLC September 2004 - Present
New York Life Insurance Company May 1984 - Present
New York Life Insurance Company 1984 - Present
in Wisconsin and Minnesota August 1964 - June 1984
Skills
401(k) rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Wealth Preservation..., CLU, Licensed Life Insurance..., Protection..., Finance, Life Insurance, Team Building, Customer Service, Fixed Annuities
Education
University of Minnesota-Twin Cities 1974 — 1979
Education Specialist, Educational Administration
University of Iowa 1966 — 1970
Master of Arts (MA), Educational Administration
St. Olaf College 1960 — 1965
Bachelor of Arts (B.A.), Biology and Chemistry
Ray Lemke CLU Ray Lemke CLU's New York Life Insurance Company Experience April 1978 - Present
Job Licensed Agent at New York Life Insurance Company, Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 1978 - Present
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Investments, IRA Rollovers, Licensed Life Insurance..., Lifetime Income..., Licensed in Long-Term..., Permanent Life Insurance, Retirement Planning, Term Life Insurance
Education
University of Oregon - Charles H. Lundquist College of Business 1970 — 1972
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southern Oregon College 1968 — 1969
Southwestern Oregon Community College 1966 — 1968
The American College
Received Chartered Life Underwriter Certification
New York Life Insurance Company April 1978 - Present
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Investments, IRA Rollovers, Licensed Life Insurance..., Lifetime Income..., Licensed in Long-Term..., Permanent Life Insurance, Retirement Planning, Term Life Insurance
Education
University of Oregon - Charles H. Lundquist College of Business 1970 — 1972
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southern Oregon College 1968 — 1969
Southwestern Oregon Community College 1966 — 1968
The American College
Received Chartered Life Underwriter Certification
Jason Ellingson Jason Ellingson's New York Life Insurance Company Experience June 2009 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Multi-generational..., Wealth Preservation..., Estate Planning, Succession Planning, Leadership, Finance, Mutual Funds, Retirement, Wealth, Bonds, Customer Service
Education
St. Cloud State University 1994 — 1999
Bachelor of Arts (B.A.)
Eagle Strategies, LLC April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Multi-generational..., Wealth Preservation..., Estate Planning, Succession Planning, Leadership, Finance, Mutual Funds, Retirement, Wealth, Bonds, Customer Service
Education
St. Cloud State University 1994 — 1999
Bachelor of Arts (B.A.)
Ashley Walls's New York Life Insurance Company Experience September 2007 - September 2009
Job Expert at Mastec Advanced Technologies
Industry Telecommunications
Experience
MasTec Advanced Technologies August 2015 - Present
Beignets 2011 - December 2011
Coffee Works August 2007 - November 2011
New York Life Insurance Company September 2007 - September 2009
Skills
Customer Service, Food Service, Food & Beverage, Restaurants, Time Management, Inventory Management, Microsoft Office, Cashiering, Microsoft Word, Microsoft Excel, Hospitality, Food, Event Planning, Restaurant Management, Teamwork, Social Media, Customer Satisfaction, Facebook
Education
Spokane Falls Community College 2014 — 2017
Spokane Falls Community College
Seeking Ultrasound Technician , Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
MasTec Advanced Technologies August 2015 - Present
Beignets 2011 - December 2011
Coffee Works August 2007 - November 2011
New York Life Insurance Company September 2007 - September 2009
Skills
Customer Service, Food Service, Food & Beverage, Restaurants, Time Management, Inventory Management, Microsoft Office, Cashiering, Microsoft Word, Microsoft Excel, Hospitality, Food, Event Planning, Restaurant Management, Teamwork, Social Media, Customer Satisfaction, Facebook
Education
Spokane Falls Community College 2014 — 2017
Spokane Falls Community College
Seeking Ultrasound Technician , Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Lidiya Sizonova Lidiya Sizonova's New York Life Insurance Company Experience October 2010 - April 2013
Job CEO at Jam Packed Mobile
Industry Computer Software
Experience
Jam Packed Mobile July 2013 - Present
New York Life Insurance Company October 2010 - April 2013
H&R Block, LTD January 2006 - March 2006
Gallery Med Spa June 2005 - November 2005
Herbahol, Inc February 2005 - November 2005
Self Employed January 2000 - March 2004
Tavr, LLC September 2001 - January 2002
Graal, LLC June 1998 - July 2000
Skills
Investments, Business Planning, Strategy, Budgets, Marketing, Sales, Insurance, Finance, Financial Services, New Business Development, Start-ups, Product Development, Entrepreneurship, Customer Acquisition, Project Management, Leadership, Risk Management, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Financial Analysis, Account Management, Accounting, Real Estate, Analysis, Accounts Receivable, Tax, Banking, Talent Acquisition
Education
Leadership Austin 2012 — 2012
Experience Austin
St. Edward's University
BBA, Finance
Jam Packed Mobile July 2013 - Present
New York Life Insurance Company October 2010 - April 2013
H&R Block, LTD January 2006 - March 2006
Gallery Med Spa June 2005 - November 2005
Herbahol, Inc February 2005 - November 2005
Self Employed January 2000 - March 2004
Tavr, LLC September 2001 - January 2002
Graal, LLC June 1998 - July 2000
Skills
Investments, Business Planning, Strategy, Budgets, Marketing, Sales, Insurance, Finance, Financial Services, New Business Development, Start-ups, Product Development, Entrepreneurship, Customer Acquisition, Project Management, Leadership, Risk Management, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Financial Analysis, Account Management, Accounting, Real Estate, Analysis, Accounts Receivable, Tax, Banking, Talent Acquisition
Education
Leadership Austin 2012 — 2012
Experience Austin
St. Edward's University
BBA, Finance
Michele Dungworth Michele Dungworth's New York Life Insurance Company Experience June 1994 - April 1999
Job Director, Market Conduct & Compliance at National Life Group
Industry Financial Services
Experience
National Life Group April 2015 - Present
Allianz Life Insurance Company of North America May 2014 - April 2015
Allianz Life Insurance Company of North America 2012 - May 2014
Allianz Life Insurance Company of North America 2007 - 2011
Allianz Life Insurance Company of North America 2002 - 2007
Allianz Life Insurance Company of North America 1999 - 2002
New York Life Insurance Company June 1994 - April 1999
Skills
Visio, PowerPoint, Microsoft Word, Microsoft Excel, SharePoint, Compliance, Financial Services, Finance, Access Control, Internal Controls, Auditing, Management, Variance Analysis, Accounting, Insurance
Education
St. Mary's University of Minnesota 2014 — 2015
Master of Organizational Leadership
St. Cloud State University 1991 — 1994
Bachelor of Arts (B.A.), English (Concentration in Writing) and Art History
National Life Group April 2015 - Present
Allianz Life Insurance Company of North America May 2014 - April 2015
Allianz Life Insurance Company of North America 2012 - May 2014
Allianz Life Insurance Company of North America 2007 - 2011
Allianz Life Insurance Company of North America 2002 - 2007
Allianz Life Insurance Company of North America 1999 - 2002
New York Life Insurance Company June 1994 - April 1999
Skills
Visio, PowerPoint, Microsoft Word, Microsoft Excel, SharePoint, Compliance, Financial Services, Finance, Access Control, Internal Controls, Auditing, Management, Variance Analysis, Accounting, Insurance
Education
St. Mary's University of Minnesota 2014 — 2015
Master of Organizational Leadership
St. Cloud State University 1991 — 1994
Bachelor of Arts (B.A.), English (Concentration in Writing) and Art History
Beth Lovaas Beth Lovaas's New York Life Insurance Company Experience May 1998 - January 2013
Job Regulatory Advisor at Texas Department of Insurance
Industry Insurance
Experience
Texas Department of Insurance January 2013 - Present
New York Life Insurance Company May 1998 - January 2013
Texas Senate May 1994 - May 1998
Skills
Insurance, Long-term Care, Process Improvement, Strategic Planning, Policy, Project Management, Problem Solving, Leadership, Management, Analysis, Operations Management, Program Management, Government, Policy Analysis, Public Policy, Public Speaking, Research, Training
Education
St Edward's University 2003 — 2005
MBA, Business Administration and Management, General, 4.0
Southwestern University 1990 — 1994
Bachelor of Arts (BA), Major: Political Science. Minor: Business
Texas Department of Insurance January 2013 - Present
New York Life Insurance Company May 1998 - January 2013
Texas Senate May 1994 - May 1998
Skills
Insurance, Long-term Care, Process Improvement, Strategic Planning, Policy, Project Management, Problem Solving, Leadership, Management, Analysis, Operations Management, Program Management, Government, Policy Analysis, Public Policy, Public Speaking, Research, Training
Education
St Edward's University 2003 — 2005
MBA, Business Administration and Management, General, 4.0
Southwestern University 1990 — 1994
Bachelor of Arts (BA), Major: Political Science. Minor: Business
Lisa M. Koslowski's New York Life Insurance Company Experience April 2014 - Present
Job LTC & BDC Sales Desk Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company July 2010 - April 2014
New York Life Insurance Company November 2008 - July 2010
New York Life Insurance Company November 2007 - November 2008
New York Life Insurance Company June 2005 - November 2007
New York Life Insurance Company August 2003 - June 2005
Skills
Management, Long-term Care, Insurance, Investments, Variable Annuities, Sales, Research, Leadership, PowerPoint, Training, Series 7, Series 63, Risk Management, Fixed Annuities, Retirement
Education
St. Francis College 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company April 2014 - Present
New York Life Insurance Company July 2010 - April 2014
New York Life Insurance Company November 2008 - July 2010
New York Life Insurance Company November 2007 - November 2008
New York Life Insurance Company June 2005 - November 2007
New York Life Insurance Company August 2003 - June 2005
Skills
Management, Long-term Care, Insurance, Investments, Variable Annuities, Sales, Research, Leadership, PowerPoint, Training, Series 7, Series 63, Risk Management, Fixed Annuities, Retirement
Education
St. Francis College 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brenda Brink's New York Life Insurance Company Experience September 1988 - Present
Job Helping individuals and business owners to develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company September 1988 - Present
Skills
Retirement Planning, Wealth Preservation..., Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Estate Planning, Legacy Planning, Personal Finance
Education
Spokane Community College
Associate of Applied Science in Data Processing
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company September 1988 - Present
Skills
Retirement Planning, Wealth Preservation..., Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Estate Planning, Legacy Planning, Personal Finance
Education
Spokane Community College
Associate of Applied Science in Data Processing
Scott Lambie Scott Lambie's New York Life Insurance Company Experience April 2013 - December 2014
Job Dedicated Financial Services Professional assisting individuals in Northeast Wisconsin achieve their financial dreams.
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
NYLIFE Securities LLC April 2013 - December 2014
New York Life Insurance Company April 2013 - December 2014
Skills
Customer Satisfaction, Retirement Planning, Education Funding..., Asset Protection, 401(k) Rollovers, IRA Rollovers, Personal Finance, Account Management, Estate Planning, Business Insurance..., Key Person Insurance, Buy-sell Agreements, Gifting Strategies, Multi-generational..., Supplements to Employee..., Investments, Annuity Sales, Insurance, Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Protection..., Wealth Preservation..., Legacy Planning, Wealth Transfer..., Grandchild Gifting, Charitable Giving
Education
St. Norbert College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance & Political Science
MassMutual Financial Group February 2015 - Present
NYLIFE Securities LLC April 2013 - December 2014
New York Life Insurance Company April 2013 - December 2014
Skills
Customer Satisfaction, Retirement Planning, Education Funding..., Asset Protection, 401(k) Rollovers, IRA Rollovers, Personal Finance, Account Management, Estate Planning, Business Insurance..., Key Person Insurance, Buy-sell Agreements, Gifting Strategies, Multi-generational..., Supplements to Employee..., Investments, Annuity Sales, Insurance, Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Protection..., Wealth Preservation..., Legacy Planning, Wealth Transfer..., Grandchild Gifting, Charitable Giving
Education
St. Norbert College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance & Political Science
Monique' (Edwards) West, MBA's New York Life Insurance Company Experience December 2010 - October 2014
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA Investment Management Company October 2014 - Present
New York Life Insurance Company December 2010 - October 2014
JPMorgan Chase December 2006 - December 2010
JPMorgan Chase March 2005 - December 2006
JPMorgan Chase August 2002 - March 2005
Skills
Insurance, Investments, Banking, Retirement Planning, Financial Planning, Education Planning, Fixed Annuities, Strategic Financial..., Leadership, Loans, Mutual Funds, Life Insurance, Training, Estate Planning, Finance, Mortgage Lending, Employee Benefits, Management, Financial Services, Series 63, Financial Planners, Wealth Management
Education
St. Mary's University 2007 — 2009
MBA, Financial Planning
St. Mary's University 2001 — 2005
BBA (2), Corporate Finance Management and Marketing (Double Major)
Universidad de Alcalá 2003 — 2003
BBA, Macroeconomics, Spanish II, Food & Nutrition, Globalization of Spain, Dean's List
Tom C. Clark High School 1997 — 2001
High School Diploma
Pat Neff
Pat Neff
USAA Investment Management Company October 2014 - Present
New York Life Insurance Company December 2010 - October 2014
JPMorgan Chase December 2006 - December 2010
JPMorgan Chase March 2005 - December 2006
JPMorgan Chase August 2002 - March 2005
Skills
Insurance, Investments, Banking, Retirement Planning, Financial Planning, Education Planning, Fixed Annuities, Strategic Financial..., Leadership, Loans, Mutual Funds, Life Insurance, Training, Estate Planning, Finance, Mortgage Lending, Employee Benefits, Management, Financial Services, Series 63, Financial Planners, Wealth Management
Education
St. Mary's University 2007 — 2009
MBA, Financial Planning
St. Mary's University 2001 — 2005
BBA (2), Corporate Finance Management and Marketing (Double Major)
Universidad de Alcalá 2003 — 2003
BBA, Macroeconomics, Spanish II, Food & Nutrition, Globalization of Spain, Dean's List
Tom C. Clark High School 1997 — 2001
High School Diploma
Pat Neff
Pat Neff
Janine (Kane) Saberson Janine (Kane) Saberson's New York Life Insurance Company Experience August 1997 - January 2000
Job Bachelors in Criminal Justice
Industry Law Enforcement
Experience
Cross Country Healthcare October 2002 - October 2008
Palm Beach County School District 2001 - 2002
Broward County Sheriff's Office August 2000 - September 2001
New York Life Insurance Company August 1997 - January 2000
Education
St. John's University 1992 — 1997
Bachelor's degree, Criminal Justice/Police Science
Cross Country Healthcare October 2002 - October 2008
Palm Beach County School District 2001 - 2002
Broward County Sheriff's Office August 2000 - September 2001
New York Life Insurance Company August 1997 - January 2000
Education
St. John's University 1992 — 1997
Bachelor's degree, Criminal Justice/Police Science
Timothy Lockrow's New York Life Insurance Company Experience June 2015 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
MGM Resorts International April 2013 - August 2013
WB Mason July 2012 - August 2012
Skills
Budgets, Community Outreach, Event Management, Business Planning, Cold Calling, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership
Education
Springfield College 2010 — 2014
Bachelor's degree, Finance, Economics
New York Life Insurance Company June 2015 - Present
MGM Resorts International April 2013 - August 2013
WB Mason July 2012 - August 2012
Skills
Budgets, Community Outreach, Event Management, Business Planning, Cold Calling, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership
Education
Springfield College 2010 — 2014
Bachelor's degree, Finance, Economics
Ryan Schultes Ryan Schultes's New York Life Insurance Company Experience May 2012 - November 2012
Job Account Executive at Indeed.com
Industry Staffing and Recruiting
Experience
Indeed.com May 2015 - Present
Enterprise Holdings November 2013 - May 2015
Blue Cross Arena / Rochester Auditorium / CMAC / Rochester Riverside Convention Center October 2012 - December 2014
DICK'S Sporting Goods October 2012 - May 2013
New York Life Insurance Company May 2012 - November 2012
MassMutual Financial Group May 2011 - August 2011
Watertown Savings Bank May 2009 - January 2011
True Value Company April 2008 - December 2008
Skills
Microsoft Office, PowerPoint, Excel, XML Publisher, Android, Outlook, Sales, Finance, Customer Service, Insurance, Time Management, Analysis, Event Planning, Microsoft Excel, Networking, Marketing, Leadership, Teamwork, Microsoft Word, Facebook, Social Networking, Customer Satisfaction, Access
Education
Saint John Fisher College 2008 — 2012
Bachelor's degree, Human Resources Management and Marketing
sackets harbor central school 2004 — 2008
NYS Advanced Regents Degree
Indeed.com May 2015 - Present
Enterprise Holdings November 2013 - May 2015
Blue Cross Arena / Rochester Auditorium / CMAC / Rochester Riverside Convention Center October 2012 - December 2014
DICK'S Sporting Goods October 2012 - May 2013
New York Life Insurance Company May 2012 - November 2012
MassMutual Financial Group May 2011 - August 2011
Watertown Savings Bank May 2009 - January 2011
True Value Company April 2008 - December 2008
Skills
Microsoft Office, PowerPoint, Excel, XML Publisher, Android, Outlook, Sales, Finance, Customer Service, Insurance, Time Management, Analysis, Event Planning, Microsoft Excel, Networking, Marketing, Leadership, Teamwork, Microsoft Word, Facebook, Social Networking, Customer Satisfaction, Access
Education
Saint John Fisher College 2008 — 2012
Bachelor's degree, Human Resources Management and Marketing
sackets harbor central school 2004 — 2008
NYS Advanced Regents Degree
Aaron Dodge Aaron Dodge's New York Life Insurance Company Experience September 1991 - February 1993
Job
Industry Telecommunications
Experience
Tacklebox Realty January 2003 - Present
Paetec Communications August 1998 - February 2003
RCN July 1997 - November 1997
RCN November 1996 - June 1997
RCN April 1996 - November 1996
MFS Inteelenet August 1994 - March 1996
Cable and Wireless March 1993 - August 1994
New York Life Insurance Company September 1991 - February 1993
Dalton Community Recreation Assoc. August 1989 - September 1991
Education
Springfield College 1979 — 1983
Physical Education Teaching and Coaching
Somersworth High School 1976 — 1979
High School diploma, College Prep
Tacklebox Realty January 2003 - Present
Paetec Communications August 1998 - February 2003
RCN July 1997 - November 1997
RCN November 1996 - June 1997
RCN April 1996 - November 1996
MFS Inteelenet August 1994 - March 1996
Cable and Wireless March 1993 - August 1994
New York Life Insurance Company September 1991 - February 1993
Dalton Community Recreation Assoc. August 1989 - September 1991
Education
Springfield College 1979 — 1983
Physical Education Teaching and Coaching
Somersworth High School 1976 — 1979
High School diploma, College Prep
John Ohrnberger's New York Life Insurance Company Experience 1989 - 1992
Job Staff VP Executive Compensation at General Dynamics
Industry Human Resources
Experience
General Dynamics January 2015 - Present
ADIA July 2011 - December 2014
Towers Watson January 2007 - July 2011
Ernst & Young May 2002 - November 2004
Arthur Andersen 1992 - 2002
New York Life Insurance Company 1989 - 1992
Buck Consultants 1984 - 1986
Skills
Hedge Funds, Executive Compensation, Mergers, Asset Management, Performance Management, Investments, Corporate Governance, Risk Management, Compliance, Asset Managment, Organizational Design, Executive Pay, Personnel Management, Management Consulting, Restructuring, Mergers & Acquisitions, Deferred Compensation
Education
Saint John's University School of Law 1982 — 1985
juris doctor, law
State University of New York at Albany 1978 — 1982
BA, History/Political Science
General Dynamics January 2015 - Present
ADIA July 2011 - December 2014
Towers Watson January 2007 - July 2011
Ernst & Young May 2002 - November 2004
Arthur Andersen 1992 - 2002
New York Life Insurance Company 1989 - 1992
Buck Consultants 1984 - 1986
Skills
Hedge Funds, Executive Compensation, Mergers, Asset Management, Performance Management, Investments, Corporate Governance, Risk Management, Compliance, Asset Managment, Organizational Design, Executive Pay, Personnel Management, Management Consulting, Restructuring, Mergers & Acquisitions, Deferred Compensation
Education
Saint John's University School of Law 1982 — 1985
juris doctor, law
State University of New York at Albany 1978 — 1982
BA, History/Political Science
Brittany Moten Brittany Moten's New York Life Insurance Company Experience May 2012 - August 2012
Job Media Planner/Buyer at Havas Media
Industry Marketing and Advertising
Experience
Havas Media December 2014 - Present
Havas Media August 2013 - December 2014
St. Lawrence University January 2013 - May 2013
New York Life Insurance Company May 2012 - August 2012
Notion Magazine April 2012 - May 2012
Black Entertainment Television (BET) June 2011 - August 2011
Noelle-Elaine Media, Inc. June 2010 - August 2010
Skills
Proficient in French, Proficient in Microsoft..., Public Speaking, Microsoft Office, Social Networking, Customer Service, Outlook, Non-profits, English, Coaching, Nonprofits, Recruiting, Marketing Strategy, Team Building, Responsiveness, Management, Advertising, Digital Media, Interviews, PowerPoint, Social Media
Education
Saint Lawrence University 2009 — 2013
Bachelor of Arts (B.A.), English Literature, Cum Laude
Fairfield Ludlowe High School 2008 — 2009
Torrey Pines High School 2005 — 2008
Havas Media December 2014 - Present
Havas Media August 2013 - December 2014
St. Lawrence University January 2013 - May 2013
New York Life Insurance Company May 2012 - August 2012
Notion Magazine April 2012 - May 2012
Black Entertainment Television (BET) June 2011 - August 2011
Noelle-Elaine Media, Inc. June 2010 - August 2010
Skills
Proficient in French, Proficient in Microsoft..., Public Speaking, Microsoft Office, Social Networking, Customer Service, Outlook, Non-profits, English, Coaching, Nonprofits, Recruiting, Marketing Strategy, Team Building, Responsiveness, Management, Advertising, Digital Media, Interviews, PowerPoint, Social Media
Education
Saint Lawrence University 2009 — 2013
Bachelor of Arts (B.A.), English Literature, Cum Laude
Fairfield Ludlowe High School 2008 — 2009
Torrey Pines High School 2005 — 2008
Kyle Barry Kyle Barry's New York Life Insurance Company Experience June 2013 - August 2013
Job Recruiter at Solü Technology Partners
Industry Financial Services
Experience
Solü Technology Partners March 2014 - Present
Saint John Fisher College September 2010 - May 2014
Quality Recruiting September 2013 - December 2013
New York Life Insurance Company June 2013 - August 2013
National Kidney Foundation January 2013 - April 2013
Preventive Medicine Associate Inc.w December 2012 - January 2013
Drumlins Country Club May 2011 - May 2012
Skills
Smart, Strong, Leadership, Modern, Patient, Project Planning, Social Networking, Time Management, Management
Education
Saint John Fisher College 2010 — 2014
Business Management and Marketing
St. John Fisher College 2010 — 2014
LaFayette Jr.-Sr. High School 2010
Solü Technology Partners March 2014 - Present
Saint John Fisher College September 2010 - May 2014
Quality Recruiting September 2013 - December 2013
New York Life Insurance Company June 2013 - August 2013
National Kidney Foundation January 2013 - April 2013
Preventive Medicine Associate Inc.w December 2012 - January 2013
Drumlins Country Club May 2011 - May 2012
Skills
Smart, Strong, Leadership, Modern, Patient, Project Planning, Social Networking, Time Management, Management
Education
Saint John Fisher College 2010 — 2014
Business Management and Marketing
St. John Fisher College 2010 — 2014
LaFayette Jr.-Sr. High School 2010
Bernard Darcy Bernard Darcy's New York Life Insurance Company Experience April 2009 - September 2009
Job at
Industry Financial Services
Experience
AECOM November 2014 - Present
PNC October 2013 - November 2014
JP Morgan Chase November 2009 - March 2013
New York Life Insurance Company April 2009 - September 2009
Bank of New York Mellon/ Pershing 1999 - 2008
SunGard Data Systems 1999 - 2006
McSherry & Co., Inc. 1999 - 2001
THE BANK OF NEW YORK - ESI SECURITIES COMPANY 1997 - 1999
ROSENBLATT&CO, INC. 1995 - 1997
ROBB PECK, McCOOEY CLEARING CORPORATION 1994 - 1995
Skills
Securities, FINRA, Equities, Risk Management, Strategic Financial..., Banking, Series 7, Equity Trading, Portfolio Management, Trading, Mutual Funds, Bonds, Insurance, Options, Fixed Income, Investments, Wealth Management, Electronic Trading, Capital Markets, Trading Systems, Series 24, Estate Planning, Trusts, Compliance, Anti Money Laundering, Financial Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Economics, Securities Regulation, Regulatory Requirements, NYS Notary Public, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, with 30 Graduate Accounting Credits, 3.51
St John's University 1987 — 1990
Bachelor of Science (B.S.), Finance, General
University of Florida 1985 — 1987
Economics
Monsignor Farrell 1981 — 1985
NYS Regents Diploma
CAMS
AECOM November 2014 - Present
PNC October 2013 - November 2014
JP Morgan Chase November 2009 - March 2013
New York Life Insurance Company April 2009 - September 2009
Bank of New York Mellon/ Pershing 1999 - 2008
SunGard Data Systems 1999 - 2006
McSherry & Co., Inc. 1999 - 2001
THE BANK OF NEW YORK - ESI SECURITIES COMPANY 1997 - 1999
ROSENBLATT&CO, INC. 1995 - 1997
ROBB PECK, McCOOEY CLEARING CORPORATION 1994 - 1995
Skills
Securities, FINRA, Equities, Risk Management, Strategic Financial..., Banking, Series 7, Equity Trading, Portfolio Management, Trading, Mutual Funds, Bonds, Insurance, Options, Fixed Income, Investments, Wealth Management, Electronic Trading, Capital Markets, Trading Systems, Series 24, Estate Planning, Trusts, Compliance, Anti Money Laundering, Financial Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Economics, Securities Regulation, Regulatory Requirements, NYS Notary Public, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, with 30 Graduate Accounting Credits, 3.51
St John's University 1987 — 1990
Bachelor of Science (B.S.), Finance, General
University of Florida 1985 — 1987
Economics
Monsignor Farrell 1981 — 1985
NYS Regents Diploma
CAMS
Gene Nagy Gene Nagy's New York Life Insurance Company Experience 1997 - 1999
Job Seasoned and accomplished sales and account management professional
Industry Medical Devices
Experience
Seeking career opportunity in consultative, medical, or pharmaceutical sales in Raleigh-Durham, NC 2014 - Present
BCC Research 2012 - 2013
newhope church 2011 - 2012
Army Medical Department Center and School 2010 - 2011
Parkhills Baptist Church 1999 - 2010
New York Life Insurance Company 1997 - 1999
Farmers Insurance 1993 - 1997
Pfizer 1991 - 1993
Employers Insurance of Texas 1986 - 1991
Skills
Solution Selling, Consultative Selling, Problem Solving, Market Research, Business Planning, Strategic Planning, Business Strategy, Business Intelligence, Competitive Analysis, Business Development, Account Management, Client Relationship..., Client Service, Sales Support, Product Support, Project Planning, Project Coordination, Project Management, Selling, Training, Sales Operations, New Business Development, Leadership, Sales, Sales Management, Segmentation, Marketing Research, Competitive Intelligence, Market Intelligence, Market Analysis, Primary Research, CRM, People Skills, Exceptional People...
Education
Southwestern Baptist Theological Seminary 1999 — 2004
Master of Divinity (M.Div.)
The University of Texas at Austin 1980 — 1985
Bachelor of Arts (B.A.), Economics
Seeking career opportunity in consultative, medical, or pharmaceutical sales in Raleigh-Durham, NC 2014 - Present
BCC Research 2012 - 2013
newhope church 2011 - 2012
Army Medical Department Center and School 2010 - 2011
Parkhills Baptist Church 1999 - 2010
New York Life Insurance Company 1997 - 1999
Farmers Insurance 1993 - 1997
Pfizer 1991 - 1993
Employers Insurance of Texas 1986 - 1991
Skills
Solution Selling, Consultative Selling, Problem Solving, Market Research, Business Planning, Strategic Planning, Business Strategy, Business Intelligence, Competitive Analysis, Business Development, Account Management, Client Relationship..., Client Service, Sales Support, Product Support, Project Planning, Project Coordination, Project Management, Selling, Training, Sales Operations, New Business Development, Leadership, Sales, Sales Management, Segmentation, Marketing Research, Competitive Intelligence, Market Intelligence, Market Analysis, Primary Research, CRM, People Skills, Exceptional People...
Education
Southwestern Baptist Theological Seminary 1999 — 2004
Master of Divinity (M.Div.)
The University of Texas at Austin 1980 — 1985
Bachelor of Arts (B.A.), Economics
Jeff Drees Jeff Drees's New York Life Insurance Company Experience November 2014 - March 2015
Job Looking for a new opportunity in Austin, Texas
Industry Insurance
Experience
New York Life Insurance Company November 2014 - March 2015
Fringe Benefit Group June 2014 - November 2014
Aurigen Reinsurance Company of America April 2013 - October 2013
BNL Financial Corporation and Subsidiaries April 1998 - March 2013
BNL Financial Corporation and Subsidiaries April 1983 - March 1998
Skills
SOX, Internal Controls, GAAP, Accounting Policy, SEC reporting, Insurance, Financial Reporting, Cash Management, Fixed Assets, Payroll, Budgeting, Statutory Reporting, Federal Taxation, State Taxation, IPO, Accounting, Forecasting, Mergers & Acquisitions, Statutory Accounting, SEC filings, Tax, Sarbanes-Oxley Act, Budgets, Finance, Internal Audit, Financial Statements, Auditing, Policy, Financial Audits, Managerial Finance, US Tax, Accounts Payable, Financial Accounting, Strategic Financial..., Account Reconciliation, Journal Entries, Due Diligence, Management, Employee Benefits, Variance Analysis, Business Planning, Financial Analysis, Analysis, Start-ups, Leadership, Process Improvement, SEC Filings
Education
St. Edward's University 1993 — 1999
MBA, Business Administration and Management, General
University of Iowa
Bachelor of Science, Accounting
New York Life Insurance Company November 2014 - March 2015
Fringe Benefit Group June 2014 - November 2014
Aurigen Reinsurance Company of America April 2013 - October 2013
BNL Financial Corporation and Subsidiaries April 1998 - March 2013
BNL Financial Corporation and Subsidiaries April 1983 - March 1998
Skills
SOX, Internal Controls, GAAP, Accounting Policy, SEC reporting, Insurance, Financial Reporting, Cash Management, Fixed Assets, Payroll, Budgeting, Statutory Reporting, Federal Taxation, State Taxation, IPO, Accounting, Forecasting, Mergers & Acquisitions, Statutory Accounting, SEC filings, Tax, Sarbanes-Oxley Act, Budgets, Finance, Internal Audit, Financial Statements, Auditing, Policy, Financial Audits, Managerial Finance, US Tax, Accounts Payable, Financial Accounting, Strategic Financial..., Account Reconciliation, Journal Entries, Due Diligence, Management, Employee Benefits, Variance Analysis, Business Planning, Financial Analysis, Analysis, Start-ups, Leadership, Process Improvement, SEC Filings
Education
St. Edward's University 1993 — 1999
MBA, Business Administration and Management, General
University of Iowa
Bachelor of Science, Accounting
Cody Reed's New York Life Insurance Company Experience February 2010 - May 2011
Job Business Analyst at Waterstone Mortgage Corporation
Industry Banking
Experience
Waterstone Mortgage Corporation March 2013 - Present
U.S. Bank October 2012 - March 2013
U.S. Bank May 2012 - November 2012
KyCo Group, LLC January 2012 - April 2012
Gardnyr Michael Capital August 2011 - December 2011
New York Life Insurance Company February 2010 - May 2011
Black Market Fireworks, LLC July 2009 - January 2011
Skills
Accounting, Financial Analysis, Data Analysis, Microsoft Office, Bloomberg, Access, Microsoft Word, Microsoft Excel, Mortgage Lending, Economics, Statistics, Business Analysis, SQL, PowerPoint, Social Media, Risk Management, Business Intelligence, HUD, Secondary Mortgage..., Crystal Reports, FHA Financing, Systems Analysis, Dimensional Modeling, Business Objects, Dodd-Frank, Data Mining, Business Process..., Data Architecture, Trust Services, Problem Solving, WACC, Time Value of Money, SEI Investments, Financial Economics, Arbitrage, Abstract Algebra, Kimball Methodology, Syntax, Mortgage Banking, Mortgage Underwriting, Kofax
Education
Spring Hill College 2008 — 2012
B.S, Business Administration; Finance and Economics; Literature
Pope John Paul II 2006 — 2008
High School Diploma, College Prep
Waterstone Mortgage Corporation March 2013 - Present
U.S. Bank October 2012 - March 2013
U.S. Bank May 2012 - November 2012
KyCo Group, LLC January 2012 - April 2012
Gardnyr Michael Capital August 2011 - December 2011
New York Life Insurance Company February 2010 - May 2011
Black Market Fireworks, LLC July 2009 - January 2011
Skills
Accounting, Financial Analysis, Data Analysis, Microsoft Office, Bloomberg, Access, Microsoft Word, Microsoft Excel, Mortgage Lending, Economics, Statistics, Business Analysis, SQL, PowerPoint, Social Media, Risk Management, Business Intelligence, HUD, Secondary Mortgage..., Crystal Reports, FHA Financing, Systems Analysis, Dimensional Modeling, Business Objects, Dodd-Frank, Data Mining, Business Process..., Data Architecture, Trust Services, Problem Solving, WACC, Time Value of Money, SEI Investments, Financial Economics, Arbitrage, Abstract Algebra, Kimball Methodology, Syntax, Mortgage Banking, Mortgage Underwriting, Kofax
Education
Spring Hill College 2008 — 2012
B.S, Business Administration; Finance and Economics; Literature
Pope John Paul II 2006 — 2008
High School Diploma, College Prep
Jason Kyle Jason Kyle's New York Life Insurance Company Experience July 2000 - August 2003
Job Estate Officer at JPMorgan Chase & Co.
Industry Legal Services
Experience
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan September 2012 - Present
Kyle & Associates, P.C. August 2003 - September 2012
City of Midlothian 2010 - 2012
New York Life Insurance Company July 2000 - August 2003
New York Life Insurance Company 2000 - 2003
Skills
Business Planning, Tax, Risk Management, Life Insurance, Investments, Strategic Financial..., Retirement Planning, Disability Insurance, Financial Planners, Estate Planning, Insurance, Retirement
Education
SMU Dedman School of Law 2000 — 2002
LL.M, Taxation
St. Mary's University School of Law 1996 — 1999
JD, Law
Texas A&M University-Commerce 1992 — 1996
BS, Political Science
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan September 2012 - Present
Kyle & Associates, P.C. August 2003 - September 2012
City of Midlothian 2010 - 2012
New York Life Insurance Company July 2000 - August 2003
New York Life Insurance Company 2000 - 2003
Skills
Business Planning, Tax, Risk Management, Life Insurance, Investments, Strategic Financial..., Retirement Planning, Disability Insurance, Financial Planners, Estate Planning, Insurance, Retirement
Education
SMU Dedman School of Law 2000 — 2002
LL.M, Taxation
St. Mary's University School of Law 1996 — 1999
JD, Law
Texas A&M University-Commerce 1992 — 1996
BS, Political Science
Ariel Zapata Ariel Zapata's New York Life Insurance Company Experience May 2013 - Present
Job Insurance Broker at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
Aramark February 2012 - Present
Westville Hudson August 2012 - May 2013
Skills
Sales, Bilingual, Risk Management, Leadership Development, Data Analysis, Data Entry, Microsoft Word, QuickBooks, Strategic Planning, Staff Development, Communication, Marketing Strategy, Customer Service, Financial Analysis, Reinsurance, Accounts Receivable, Microsoft Excel, Financial Reporting, Accounts Payable, Organization, Office Administration, Personal Security, Friendly Personality, Supervisory Skills, Business Planning, Social Listening, R&D, Restaurants, Government, Project Management
Education
St. John's University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Risk Management and Insurance (RMI)
West Hempstead HS 2006 — 2008
New York Life Insurance Company May 2013 - Present
Aramark February 2012 - Present
Westville Hudson August 2012 - May 2013
Skills
Sales, Bilingual, Risk Management, Leadership Development, Data Analysis, Data Entry, Microsoft Word, QuickBooks, Strategic Planning, Staff Development, Communication, Marketing Strategy, Customer Service, Financial Analysis, Reinsurance, Accounts Receivable, Microsoft Excel, Financial Reporting, Accounts Payable, Organization, Office Administration, Personal Security, Friendly Personality, Supervisory Skills, Business Planning, Social Listening, R&D, Restaurants, Government, Project Management
Education
St. John's University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Risk Management and Insurance (RMI)
West Hempstead HS 2006 — 2008
Mark Arning Mark Arning's New York Life Insurance Company Experience 1978 - 2012
Job Chief Audit Executive
Industry Insurance
Experience
New York Life Insurance Company 1978 - 2012
Skills
Auditing, CISA, Internal Audit, Strategy, Risk Management, Enterprise Risk..., IT Audit, Leadership, Internal Controls, Budgets, Insurance, Financial Risk, Financial Services, Executive Management, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
Master of Business Administration (MBA), Management Information Systems (Quantitative Analysis)
LIU Post 1974 — 1978
Bachelor of Science (BS), Accounting, Magna Cum Laude
New York Life Insurance Company 1978 - 2012
Skills
Auditing, CISA, Internal Audit, Strategy, Risk Management, Enterprise Risk..., IT Audit, Leadership, Internal Controls, Budgets, Insurance, Financial Risk, Financial Services, Executive Management, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
Master of Business Administration (MBA), Management Information Systems (Quantitative Analysis)
LIU Post 1974 — 1978
Bachelor of Science (BS), Accounting, Magna Cum Laude
Sabrina Cline Sabrina Cline's New York Life Insurance Company Experience June 1986 - November 1987
Job Executive Assistant at Thomas & Betts
Industry Electrical/Electronic Manufacturing
Experience
Thomas & Betts April 1991 - Present
American Electric Corporation (acquired by Thomas & Betts) December 1990 - April 1991
Insituform of North America, Inc. December 1987 - January 1990
New York Life Insurance Company June 1986 - November 1987
Westinghouse Electric Company June 1980 - May 1986
Skills
Customer Service, Microsoft Office, PowerPoint, Administrative..., Budgets, Lotus Notes, Microsoft Excel, Microsoft Word, Process Improvement, Process Scheduler, Project Management, Purchasing, Employee Relations, SAP, Access, Sales, Product Development, Forecasting, Cross-functional Team..., Manufacturing, New Business Development, Management, Contract Negotiation
Education
Southwest Tennessee Community College
Mid-Management
Thomas & Betts April 1991 - Present
American Electric Corporation (acquired by Thomas & Betts) December 1990 - April 1991
Insituform of North America, Inc. December 1987 - January 1990
New York Life Insurance Company June 1986 - November 1987
Westinghouse Electric Company June 1980 - May 1986
Skills
Customer Service, Microsoft Office, PowerPoint, Administrative..., Budgets, Lotus Notes, Microsoft Excel, Microsoft Word, Process Improvement, Process Scheduler, Project Management, Purchasing, Employee Relations, SAP, Access, Sales, Product Development, Forecasting, Cross-functional Team..., Manufacturing, New Business Development, Management, Contract Negotiation
Education
Southwest Tennessee Community College
Mid-Management
Gabrielle Schwartz's New York Life Insurance Company Experience January 2014 - January 2014
Job Legal Intern at Nassau County District Attorney's Office
Industry International Affairs
Experience
Nassau County District Attorney September 2014 - July 2015
New York Life Insurance Company January 2014 - January 2014
New York Life Insurance Company May 2013 - August 2013
Equality Delaware April 2013 - April 2013
New York State Assemblyman Charles Lavine January 2012 - January 2013
Camp Kennybrook June 2010 - August 2012
Skills
International Relations, Data Analysis, Research, Community Outreach, Recruiting, Legislative Relations, Teaching, Public Policy, Event Planning
Education
St. John's University School of Law 2015 — 2018
Juris Doctor Candidate
University of Delaware 2011 — 2014
Honors B.A., International Relations and Affairs
Oceanside High School 2007 — 2011
Advanced Regents Diploma
Nassau County District Attorney September 2014 - July 2015
New York Life Insurance Company January 2014 - January 2014
New York Life Insurance Company May 2013 - August 2013
Equality Delaware April 2013 - April 2013
New York State Assemblyman Charles Lavine January 2012 - January 2013
Camp Kennybrook June 2010 - August 2012
Skills
International Relations, Data Analysis, Research, Community Outreach, Recruiting, Legislative Relations, Teaching, Public Policy, Event Planning
Education
St. John's University School of Law 2015 — 2018
Juris Doctor Candidate
University of Delaware 2011 — 2014
Honors B.A., International Relations and Affairs
Oceanside High School 2007 — 2011
Advanced Regents Diploma
Tamra Billinghurst Tamra Billinghurst's New York Life Insurance Company Experience November 1987 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 1987 - Present
Skills
Retirement, Retirement Planning, Leadership, Organizational..., Training, Onboarding, Financial Services, FINRA, Leadership Development, Insurance, Diversity, Blended Learning, Learning Management, Knowledge Transfer, Employee Engagement, Employee Recognition, Employee Training, Educational Leadership, Cross-functional Team..., Organizational..., Quality Management, Strategic Leadership, Strategic Planning, Management, Program Management, Team Building, Customer Service, Public Speaking
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1993
Master of Business Administration (MBA), Quantitative Analysis
New York Life Insurance Company November 1987 - Present
Skills
Retirement, Retirement Planning, Leadership, Organizational..., Training, Onboarding, Financial Services, FINRA, Leadership Development, Insurance, Diversity, Blended Learning, Learning Management, Knowledge Transfer, Employee Engagement, Employee Recognition, Employee Training, Educational Leadership, Cross-functional Team..., Organizational..., Quality Management, Strategic Leadership, Strategic Planning, Management, Program Management, Team Building, Customer Service, Public Speaking
Education
Saint John's University - Peter J. Tobin College of Business 1988 — 1993
Master of Business Administration (MBA), Quantitative Analysis
Nick Caporaso, CFBS, LUTCF, AWMA®, RFC® Nick Caporaso, CFBS, LUTCF, AWMA®, RFC®'s New York Life Insurance Company Experience April 2005 - December 2006
Job Strategies For Wealth Accumulation, Estate & Business Preservation. Certified Family Business Specialist
Industry Financial Services
Experience
Elite Planning Solutions, Inc. August 2010 - Present
Mass Mutual June 2010 - Present
Forest Hills Financial Group March 2007 - June 2010
New York Life Insurance Company April 2005 - December 2006
Skills
Estate Planning, Group Benefits, Comprehensive Wealth..., Retirement, Strategic Financial..., Long-term Care, Pensions, Insurance, Disability Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Life Insurance, Mutual Funds, Wealth Management, 401k, Financial Planning
Education
The American College 2015 — 2020
Doctor of Philosophy (PhD), Financial Planning and Services
The American College 2013 — 2017
Master of Science, (MSFS), Financial Planning and Services
The American College 2012 — 2014
CFBS, "Certified Family Business Specialist" (Business Planning & Succession)
The American College 2010 — 2010
LUTCF, Life Underwriting Training Council Fellow
The College For Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
The American College 2007 — 2010
LUTCF, Business, Estate, Retirement, Long Term Care Planning
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S Finance, Finance & Investments
Elite Planning Solutions, Inc. August 2010 - Present
Mass Mutual June 2010 - Present
Forest Hills Financial Group March 2007 - June 2010
New York Life Insurance Company April 2005 - December 2006
Skills
Estate Planning, Group Benefits, Comprehensive Wealth..., Retirement, Strategic Financial..., Long-term Care, Pensions, Insurance, Disability Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Life Insurance, Mutual Funds, Wealth Management, 401k, Financial Planning
Education
The American College 2015 — 2020
Doctor of Philosophy (PhD), Financial Planning and Services
The American College 2013 — 2017
Master of Science, (MSFS), Financial Planning and Services
The American College 2012 — 2014
CFBS, "Certified Family Business Specialist" (Business Planning & Succession)
The American College 2010 — 2010
LUTCF, Life Underwriting Training Council Fellow
The College For Financial Planning 2010 — 2010
AWMA, Accredited Wealth Management Advisor
The American College 2007 — 2010
LUTCF, Business, Estate, Retirement, Long Term Care Planning
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S Finance, Finance & Investments
A-Jin London A-Jin London's New York Life Insurance Company Experience June 2004 - August 2004
Job Consulting Actuary at Towers Watson
Industry Human Resources
Experience
Towers Watson September 2007 - Present
Buck Consultants August 2004 - September 2007
New York Life Insurance Company June 2004 - August 2004
Skills
Actuarial Science, Defined Benefit, Pensions, Employee Benefits, HR Consulting, Actuarial Consulting, Pension Administration, Retirement, Benefits Administration
Education
University of Toronto 2001 — 2004
Actuarial Science
St. John's College 1998 — 2001
Bachelor of Arts (BA), Philosophy
Towers Watson September 2007 - Present
Buck Consultants August 2004 - September 2007
New York Life Insurance Company June 2004 - August 2004
Skills
Actuarial Science, Defined Benefit, Pensions, Employee Benefits, HR Consulting, Actuarial Consulting, Pension Administration, Retirement, Benefits Administration
Education
University of Toronto 2001 — 2004
Actuarial Science
St. John's College 1998 — 2001
Bachelor of Arts (BA), Philosophy
Sylvester Thomas Jr Sylvester Thomas Jr's New York Life Insurance Company Experience February 2012 - December 2014
Job Managing Director and Financial Advisor at Pioneer Wealth Advisors
Industry Financial Services
Experience
Pioneer Wealth Advisors January 2015 - Present
New York Life Insurance Company February 2012 - December 2014
Prudential Financial November 2005 - September 2010
Prudential Financial September 2003 - November 2005
Skills
Agent Recruiting, Professional Training, Professional Development, Talent Management, Leadership, Training, Management, Insurance, Analysis, Hiring, Financial Services, Leadership Development, Finance, Team Building, Coaching, Strategic Planning, Change Management, Sales, Public Speaking
Education
Springfield College 1977 — 1981
Bachelor's degree, Health and Physical Education/Fitness
Pioneer Wealth Advisors January 2015 - Present
New York Life Insurance Company February 2012 - December 2014
Prudential Financial November 2005 - September 2010
Prudential Financial September 2003 - November 2005
Skills
Agent Recruiting, Professional Training, Professional Development, Talent Management, Leadership, Training, Management, Insurance, Analysis, Hiring, Financial Services, Leadership Development, Finance, Team Building, Coaching, Strategic Planning, Change Management, Sales, Public Speaking
Education
Springfield College 1977 — 1981
Bachelor's degree, Health and Physical Education/Fitness
Lanola Borin Lanola Borin's New York Life Insurance Company Experience October 2008 - Present
Job Helping Families With the "What Ifs" of Life
Industry Financial Services
Experience
New York Life Insurance Company October 2008 - Present
AT&T June 1999 - December 2007
Education
Southwestern Oklahoma State University 1972 — 1978
B.A., Education
Waurika HS
New York Life Insurance Company October 2008 - Present
AT&T June 1999 - December 2007
Education
Southwestern Oklahoma State University 1972 — 1978
B.A., Education
Waurika HS
Alberta Husic Alberta Husic's New York Life Insurance Company Experience May 2012 - Present
Job Senior Associate Accountant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company May 2010 - May 2012
New York Life Insurance Company June 2006 - May 2010
Bruno, Cicero & LoVerde January 2006 - April 2006
Viacom June 2005 - January 2006
Skills
SunGard Investran, SS&C LMS, SS&C CAMRA, Microsoft Excel, Microsoft Word, Superior Computer Skills, Microsoft Access, SharePoint, Bloomberg Terminal, SAP BW, SAP, Investran Report Wizard, Crystal Reports, Financial Reporting, Finance, General Ledger, Accounting, Financial Statements, GAAP, Financial Accounting, Sarbanes-Oxley Act
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting, Summa Cum Laude & Bronze Medal Recipient, Honors Certificate
St. Joseph Hill Academy High School
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company May 2010 - May 2012
New York Life Insurance Company June 2006 - May 2010
Bruno, Cicero & LoVerde January 2006 - April 2006
Viacom June 2005 - January 2006
Skills
SunGard Investran, SS&C LMS, SS&C CAMRA, Microsoft Excel, Microsoft Word, Superior Computer Skills, Microsoft Access, SharePoint, Bloomberg Terminal, SAP BW, SAP, Investran Report Wizard, Crystal Reports, Financial Reporting, Finance, General Ledger, Accounting, Financial Statements, GAAP, Financial Accounting, Sarbanes-Oxley Act
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting, Summa Cum Laude & Bronze Medal Recipient, Honors Certificate
St. Joseph Hill Academy High School
Darryl W. Lyons Darryl W. Lyons's New York Life Insurance Company Experience December 1999 - December 2005
Job Cofounder | Author | CERTIFIED FINANCIAL PLANNER (TM)| Financial Advisor | Investments | Insurance | CEO
Industry Financial Services
Experience
PAX Financial Group, LLC, A Registered Investment Advisor January 2007 - Present
MassMutual Financial Group December 2005 - December 2007
New York Life Insurance Company December 1999 - December 2005
Skills
CERTIFIED FINANCIAL..., CFP (R), Wealth Management, Independent Financial..., 401k, Estate Planning, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Financial Advisory, Investments, 401k Rollovers, Entrepreneurship, Small Business, Leadership, Published Author, Health Insurance, Term Life Insurance, Disability Insurance, Long-term Care, financial planner, Personal Financial..., High Net Worth..., Indexed Annuities, Fixed Annuities, Charitable Giving, Legacy Giving, Asset Management, Index Funds, ETFs, College Education..., 529 Plans, Cash Management, Budgeting, Rollovers, Fiduciary, Group Insurance, Dynamic Asset Allocation, Retirement Plan..., Social Security, Experienced Speaker, contributing editor
Education
St. Mary's University 1995 — 1999
BBA, BBA Accounting & Corporate Finance, 3.2
PAX Financial Group, LLC, A Registered Investment Advisor January 2007 - Present
MassMutual Financial Group December 2005 - December 2007
New York Life Insurance Company December 1999 - December 2005
Skills
CERTIFIED FINANCIAL..., CFP (R), Wealth Management, Independent Financial..., 401k, Estate Planning, Retirement Planning, Retirement, Mutual Funds, Asset Allocation, Financial Advisory, Investments, 401k Rollovers, Entrepreneurship, Small Business, Leadership, Published Author, Health Insurance, Term Life Insurance, Disability Insurance, Long-term Care, financial planner, Personal Financial..., High Net Worth..., Indexed Annuities, Fixed Annuities, Charitable Giving, Legacy Giving, Asset Management, Index Funds, ETFs, College Education..., 529 Plans, Cash Management, Budgeting, Rollovers, Fiduciary, Group Insurance, Dynamic Asset Allocation, Retirement Plan..., Social Security, Experienced Speaker, contributing editor
Education
St. Mary's University 1995 — 1999
BBA, BBA Accounting & Corporate Finance, 3.2
John Derek Benavides John Derek Benavides's New York Life Insurance Company Experience March 2013 - October 2014
Job Scaccetti insurance & financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
Washington's Crossing Inn January 2013 - Present
New York Life Insurance Company March 2013 - October 2014
Education
Saint Lawrence University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Prudential Financial March 2015 - Present
Washington's Crossing Inn January 2013 - Present
New York Life Insurance Company March 2013 - October 2014
Education
Saint Lawrence University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Leah Meyer Leah Meyer's New York Life Insurance Company Experience 2014 - Present
Job Medical Social Worker
Industry Mental Health Care
Experience
New York Life Insurance Company 2014 - Present
Seton Healthcare Family May 2012 - Present
Texas Home Health Hospice June 2011 - January 2014
Oaks Nursing Center August 2010 - January 2011
Maintenance and Recovery Services August 2008 - August 2010
Skills
Addictions, Mental Health, Geriatrics, Medical Social Work, Case Management Services, Hospice, DSM-IV, Grief Counseling, Crisis Intervention, Medicaid, Medicare
Education
Texas State University-San Marcos 2009 — 2010
Master of Social Work (MSW), Social Work-Direct Practice
St. Edward's University 2005 — 2009
Bachelor of Arts (BA), Social Work
New York Life Insurance Company 2014 - Present
Seton Healthcare Family May 2012 - Present
Texas Home Health Hospice June 2011 - January 2014
Oaks Nursing Center August 2010 - January 2011
Maintenance and Recovery Services August 2008 - August 2010
Skills
Addictions, Mental Health, Geriatrics, Medical Social Work, Case Management Services, Hospice, DSM-IV, Grief Counseling, Crisis Intervention, Medicaid, Medicare
Education
Texas State University-San Marcos 2009 — 2010
Master of Social Work (MSW), Social Work-Direct Practice
St. Edward's University 2005 — 2009
Bachelor of Arts (BA), Social Work
J. Corey Reid J. Corey Reid's New York Life Insurance Company Experience December 2011 - June 2013
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. December 2013 - Present
Capstone Partners Financial and Insurance Services July 2013 - December 2013
New York Life Insurance Company December 2011 - June 2013
Bank of America Home Loans May 2011 - December 2011
Prospect Mortgage, LLC August 2010 - May 2011
Civil Air Patrol 2010 - 2011
Civil Air Patrol 2010 - 2011
MetLife Home Loans July 2009 - September 2010
MetLife Home Loans September 2008 - June 2009
First Horizon Home Loans May 2007 - August 2008
Education
St. Lawrence University 1989 — 1993
B.S., Biology
St.George's School 1985 — 1989
JP Morgan Chase Bank N.A. December 2013 - Present
Capstone Partners Financial and Insurance Services July 2013 - December 2013
New York Life Insurance Company December 2011 - June 2013
Bank of America Home Loans May 2011 - December 2011
Prospect Mortgage, LLC August 2010 - May 2011
Civil Air Patrol 2010 - 2011
Civil Air Patrol 2010 - 2011
MetLife Home Loans July 2009 - September 2010
MetLife Home Loans September 2008 - June 2009
First Horizon Home Loans May 2007 - August 2008
Education
St. Lawrence University 1989 — 1993
B.S., Biology
St.George's School 1985 — 1989
Carolyn Burges Carolyn Burges's New York Life Insurance Company Experience November 2009 - January 2012
Job Risk Management Advisor at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC September 2013 - Present
Genworth Financial January 2012 - Present
New York Life Insurance Company November 2009 - January 2012
New York Life Long-Term Care July 2003 - November 2009
New York Life Insurance August 2001 - June 2003
Agents and Brokers of America 1999 - 2000
Skills
Business Development, Strong Communication..., Strategic Planning and..., Communication Skills, Strategic Planning, Retirement Planning, Program Management, Long-term Care, Team Building, Marketing Strategy, Leadership, Fixed Annuities, 401k, Cross-functional Team..., IRAs, Marketing, Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement, Employee Benefits, Life Insurance, Series 6, Financial Services, Sales, Variable Annuities, Series 63, Customer Service, Health Insurance, Financial Planners, FINRA, Estate Planning, Life & Health Insurance..., Mutual Funds, Series 7, Whole Life, Roth IRA, Series 65, Wealth Management, 401k Rollovers, Series 24, Securities, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Permanent Life Insurance, Risk Management
Education
St. Edward's University 1998 — 2002
Bachelors of Arts, Organizational Communication
United Capital Financial Advisers, LLC September 2013 - Present
Genworth Financial January 2012 - Present
New York Life Insurance Company November 2009 - January 2012
New York Life Long-Term Care July 2003 - November 2009
New York Life Insurance August 2001 - June 2003
Agents and Brokers of America 1999 - 2000
Skills
Business Development, Strong Communication..., Strategic Planning and..., Communication Skills, Strategic Planning, Retirement Planning, Program Management, Long-term Care, Team Building, Marketing Strategy, Leadership, Fixed Annuities, 401k, Cross-functional Team..., IRAs, Marketing, Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement, Employee Benefits, Life Insurance, Series 6, Financial Services, Sales, Variable Annuities, Series 63, Customer Service, Health Insurance, Financial Planners, FINRA, Estate Planning, Life & Health Insurance..., Mutual Funds, Series 7, Whole Life, Roth IRA, Series 65, Wealth Management, 401k Rollovers, Series 24, Securities, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Permanent Life Insurance, Risk Management
Education
St. Edward's University 1998 — 2002
Bachelors of Arts, Organizational Communication
David R. Hughes , MBA, CLF, LUTCF's New York Life Insurance Company Experience December 2010 - Present
Job Managing Partner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
New York Life December 2001 - March 2010
Skills
Financial Recruiting, Training, Hands-on Leadership
Education
University of South Alabama 2000 — 2002
Master of Business Administration (MBA)
Spring Hill College
Bachelor of Science (BS), International Business
New York Life Insurance Company December 2010 - Present
New York Life December 2001 - March 2010
Skills
Financial Recruiting, Training, Hands-on Leadership
Education
University of South Alabama 2000 — 2002
Master of Business Administration (MBA)
Spring Hill College
Bachelor of Science (BS), International Business
Spike Borawski Spike Borawski's New York Life Insurance Company Experience August 2002 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2002 - Present
Shipman and Associates December 2007 - February 2010
St. Mary's University August 1997 - August 2002
Skills
Training, Management, Career Development, Recruiting/Retention, Leadership Development
Education
St. Mary's University 1998 — 2000
MBA
The University of Texas at San Antonio 1995 — 1997
MA, Education
Texas Lutheran 1990 — 1994
BA, Psychology
New York Life Insurance Company August 2002 - Present
Shipman and Associates December 2007 - February 2010
St. Mary's University August 1997 - August 2002
Skills
Training, Management, Career Development, Recruiting/Retention, Leadership Development
Education
St. Mary's University 1998 — 2000
MBA
The University of Texas at San Antonio 1995 — 1997
MA, Education
Texas Lutheran 1990 — 1994
BA, Psychology
George Zaitz George Zaitz's New York Life Insurance Company Experience January 2010 - February 2013
Job Apprentice at P.S. Marcato
Industry Financial Services
Experience
P.S. Marcato October 2013 - Present
United States Postal Service February 2013 - October 2013
New York Life Insurance Company January 2010 - February 2013
BNY ConvergEx (Division February 2002 - July 2009
BNY ConvergEx January 2003 - March 2005
BNY ConvergEx February 2002 - December 2002
CSFB (formerly Donaldson June 2000 - January 2002
Donaldson, Lufkin And Jenrette (Autranet) January 1998 - June 2000
Donaldson, Lufkin And Jenrette (Autranet) December 1992 - December 1997
Donaldson, Lufkin And Jenrette (Autranet) May 1990 - November 1992
Skills
Series 7, Investments, Securities, Retirement, Retirement Planning, Long Term Care, Insurance, Annuities, Employee Benefits, Financial Planning, Mutual Funds, IRA's, Annuity, 401k, Wealth Management, Long-term Care, Pensions, Customer Service, FINRA, Disability Insurance, Wealth Accumulation, Series 63, Fixed Annuities, Strategic Financial..., Finance, Financial Services
Education
University of Phoenix 2003 — 2007
B.S, Business Management
St. John's University School of Law 1986 — 1987
Law
Saint Francis Prep
High School Diploma
P.S. Marcato October 2013 - Present
United States Postal Service February 2013 - October 2013
New York Life Insurance Company January 2010 - February 2013
BNY ConvergEx (Division February 2002 - July 2009
BNY ConvergEx January 2003 - March 2005
BNY ConvergEx February 2002 - December 2002
CSFB (formerly Donaldson June 2000 - January 2002
Donaldson, Lufkin And Jenrette (Autranet) January 1998 - June 2000
Donaldson, Lufkin And Jenrette (Autranet) December 1992 - December 1997
Donaldson, Lufkin And Jenrette (Autranet) May 1990 - November 1992
Skills
Series 7, Investments, Securities, Retirement, Retirement Planning, Long Term Care, Insurance, Annuities, Employee Benefits, Financial Planning, Mutual Funds, IRA's, Annuity, 401k, Wealth Management, Long-term Care, Pensions, Customer Service, FINRA, Disability Insurance, Wealth Accumulation, Series 63, Fixed Annuities, Strategic Financial..., Finance, Financial Services
Education
University of Phoenix 2003 — 2007
B.S, Business Management
St. John's University School of Law 1986 — 1987
Law
Saint Francis Prep
High School Diploma
Joseph E. Scaccia's New York Life Insurance Company Experience October 2011 - Present
Job Dedicated New York Life Agent helping small business owners, young families and retirees achieve financial independence
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
Verizon January 2002 - October 2011
Verizon January 2000 - January 2002
Allied Digital Technologies Corporation June 1999 - January 2000
Grant Thornton LLP December 1997 - June 1999
Hess Corporation September 1997 - November 1997
Firecom, Inc. September 1993 - August 1997
Grant Thornton LLP September 1991 - September 1993
Skills
Insurance, Life Insurance, Term Life Insurance, Whole Life, Small Business, 401k Rollovers, Key Person Insurance, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Business Insurance..., Estate Planning, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Permanent Life Insurance, Retirement Planning, Supplements to Employee..., Building Relationships, Succession Planning, Sales, Leadership, Retirement, Risk Management
Education
St. John's University 1987 — 1991
Bachelor's Degree, Accounting
New York Life Insurance Company October 2011 - Present
Verizon January 2002 - October 2011
Verizon January 2000 - January 2002
Allied Digital Technologies Corporation June 1999 - January 2000
Grant Thornton LLP December 1997 - June 1999
Hess Corporation September 1997 - November 1997
Firecom, Inc. September 1993 - August 1997
Grant Thornton LLP September 1991 - September 1993
Skills
Insurance, Life Insurance, Term Life Insurance, Whole Life, Small Business, 401k Rollovers, Key Person Insurance, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Business Insurance..., Estate Planning, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Permanent Life Insurance, Retirement Planning, Supplements to Employee..., Building Relationships, Succession Planning, Sales, Leadership, Retirement, Risk Management
Education
St. John's University 1987 — 1991
Bachelor's Degree, Accounting
Seth Elliott Seth Elliott's New York Life Insurance Company Experience February 2011 - April 2011
Job Corporate Retail Store Manager at AT&T
Industry Retail
Experience
AT&T February 2014 - Present
AT&T March 2013 - February 2014
AT&T August 2012 - February 2013
Spring Hill College September 2008 - May 2012
Gardnyr Michael Capital INC September 2011 - November 2011
New York Life Insurance Company February 2011 - April 2011
Delta Air Lines June 2010 - August 2010
Provino’s Italian Restaurant May 2007 - August 2010
Skills
Munex Public Finance..., Bloomberg, Microsoft Office, Access, Mac
Education
Spring Hill College 2008 — 2012
Bachelor of Science (B.S.), Finance/Economics Minor in Marketing and Management, Graduated
St. Pius X Catholic High School 2004 — 2008
High School Diploma
AT&T February 2014 - Present
AT&T March 2013 - February 2014
AT&T August 2012 - February 2013
Spring Hill College September 2008 - May 2012
Gardnyr Michael Capital INC September 2011 - November 2011
New York Life Insurance Company February 2011 - April 2011
Delta Air Lines June 2010 - August 2010
Provino’s Italian Restaurant May 2007 - August 2010
Skills
Munex Public Finance..., Bloomberg, Microsoft Office, Access, Mac
Education
Spring Hill College 2008 — 2012
Bachelor of Science (B.S.), Finance/Economics Minor in Marketing and Management, Graduated
St. Pius X Catholic High School 2004 — 2008
High School Diploma
Buddha Mahendrakar's New York Life Insurance Company Experience October 2013 - Present
Job Senior java consultant
Industry Computer Software
Experience
New York Life Insurance Company October 2013 - Present
Clear Channel Communications February 2012 - October 2013
Citi Group June 2010 - January 2012
Medco Health Solutions 2011 - 2011
METAVANTE TECHNOLOGIES January 2008 - May 2010
Legg Mason LLC October 2006 - February 2008
Birlasoft Inc September 2004 - October 2006
CSC May 2001 - September 2004
Skills
Mongo, Casandra, Gemfire, Rest-easy Jax-rs, UML, Team Building, Retail Banking, Commercial Banking, P&C Insurance, Databases, Core Java, Design Patterns, Requirements Analysis, Java Enterprise Edition, Spring, Microsoft SQL Server, Software Development, Agile Methodologies, SDLC, Unix, Web Services, Sybase, DB2, Oracle, AJAX, MongoDB, Spring Framework, Java, JMS, Gemfire
Education
Sri Venkateswara University 1996 — 1999
Master of Computer Applications, Computers
Sri Krishnadevaraya University 1995 — 1999
M.C.A., COMPUTERS
New York Life Insurance Company October 2013 - Present
Clear Channel Communications February 2012 - October 2013
Citi Group June 2010 - January 2012
Medco Health Solutions 2011 - 2011
METAVANTE TECHNOLOGIES January 2008 - May 2010
Legg Mason LLC October 2006 - February 2008
Birlasoft Inc September 2004 - October 2006
CSC May 2001 - September 2004
Skills
Mongo, Casandra, Gemfire, Rest-easy Jax-rs, UML, Team Building, Retail Banking, Commercial Banking, P&C Insurance, Databases, Core Java, Design Patterns, Requirements Analysis, Java Enterprise Edition, Spring, Microsoft SQL Server, Software Development, Agile Methodologies, SDLC, Unix, Web Services, Sybase, DB2, Oracle, AJAX, MongoDB, Spring Framework, Java, JMS, Gemfire
Education
Sri Venkateswara University 1996 — 1999
Master of Computer Applications, Computers
Sri Krishnadevaraya University 1995 — 1999
M.C.A., COMPUTERS
Joseph D. D'Amico Joseph D. D'Amico's New York Life Insurance Company Experience 2015 - Present
Job Agent with New York Life helping families and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
Auction Direct USA Used Vehicle Superstore 2014 - 2014
Bill Cram Chevrolet 2013 - 2014
Private Stable April 2002 - May 2013
James E. Cheney CPA February 2013 - April 2013
St. John Fisher College January 2012 - December 2012
Alliance Advisory Group, Inc. May 2012 - September 2012
Cobblestone Creek Country Club May 2010 - August 2011
St. John Fisher College Investment Club January 2011 - May 2011
Skills
Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Leadership, Sales, Time Management, Process Improvement, Risk Management, Wealth Preservation..., Life Insurance, Team Building, Succession Planning
Education
St. John Fisher College 2011 — 2013
Accounting Certificate plus MBA courses, Accounting
Saint John Fisher College 2009 — 2011
B.S., cum laude, Corporate Finance, 3.60 GPA
Midlakes High School 2004 — 2008
Advanced Regents Diploma, Advanced Placement, 94.9% Weighted GPA
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
Auction Direct USA Used Vehicle Superstore 2014 - 2014
Bill Cram Chevrolet 2013 - 2014
Private Stable April 2002 - May 2013
James E. Cheney CPA February 2013 - April 2013
St. John Fisher College January 2012 - December 2012
Alliance Advisory Group, Inc. May 2012 - September 2012
Cobblestone Creek Country Club May 2010 - August 2011
St. John Fisher College Investment Club January 2011 - May 2011
Skills
Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Leadership, Sales, Time Management, Process Improvement, Risk Management, Wealth Preservation..., Life Insurance, Team Building, Succession Planning
Education
St. John Fisher College 2011 — 2013
Accounting Certificate plus MBA courses, Accounting
Saint John Fisher College 2009 — 2011
B.S., cum laude, Corporate Finance, 3.60 GPA
Midlakes High School 2004 — 2008
Advanced Regents Diploma, Advanced Placement, 94.9% Weighted GPA
Louis Capitano's New York Life Insurance Company Experience January 1998 - November 2008
Job Musician entertainer at Capitano Entertainment
Industry Financial Services
Experience
Capitano Entertainment October 2001 - Present
H & R Block January 2009 - January 2012
New York Life Insurance Company January 1998 - November 2008
New York Life Insurance Company January 1978 - October 2008
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Financial Analysis, Mutual Funds, Retirement, Financial Planners, Life Insurance, Investments, Securities, Training, Disability Insurance, Management, Financial Services, Small Business
Education
The American College 1985 — 1994
Charter Life Underwriter, Insurance and Fiancial Services
St. Francis University 1966 — 1970
BA, History and Secondary Education
Capitano Entertainment October 2001 - Present
H & R Block January 2009 - January 2012
New York Life Insurance Company January 1998 - November 2008
New York Life Insurance Company January 1978 - October 2008
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Financial Analysis, Mutual Funds, Retirement, Financial Planners, Life Insurance, Investments, Securities, Training, Disability Insurance, Management, Financial Services, Small Business
Education
The American College 1985 — 1994
Charter Life Underwriter, Insurance and Fiancial Services
St. Francis University 1966 — 1970
BA, History and Secondary Education
Phillip Hulme Phillip Hulme's New York Life Insurance Company Experience May 2014 - August 2014
Job Academic Tutor at University of Florida
Industry Financial Services
Experience
University of Florida May 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Youth LIFT October 2012 - December 2013
US Army September 2004 - February 2012
Skills
Leadership, Risk Management, Analysis, Security Clearance, Government, Military, Process Improvement, Finance, Cross-functional Team..., Program Management, Team Leadership, Leadership Development, Microsoft Office, Financial Analysis, Operations Management, Budgets, Operational Planning, Organizational..., Team Building, Managerial Finance, Training, Policy, Community Organizing, Public Speaking, DoD, Strategic Planning, Change Management, Microsoft Excel, Project Planning, PowerPoint, Research, Valuation, Value Investing
Education
University of Florida 2014 — 2016
Bachelor's Degree, Finance
St. Petersburg College 2012 — 2013
Associate's Degree, Business, Summa Cum Laude
F.W. Springstead Highschool 1999 — 2004
High School
University of Florida May 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Youth LIFT October 2012 - December 2013
US Army September 2004 - February 2012
Skills
Leadership, Risk Management, Analysis, Security Clearance, Government, Military, Process Improvement, Finance, Cross-functional Team..., Program Management, Team Leadership, Leadership Development, Microsoft Office, Financial Analysis, Operations Management, Budgets, Operational Planning, Organizational..., Team Building, Managerial Finance, Training, Policy, Community Organizing, Public Speaking, DoD, Strategic Planning, Change Management, Microsoft Excel, Project Planning, PowerPoint, Research, Valuation, Value Investing
Education
University of Florida 2014 — 2016
Bachelor's Degree, Finance
St. Petersburg College 2012 — 2013
Associate's Degree, Business, Summa Cum Laude
F.W. Springstead Highschool 1999 — 2004
High School
William Womack's New York Life Insurance Company Experience October 2008 - March 2009
Job Connecting Logistics & Supply Chain Talent with Great Opportunities in Texas
Industry Staffing and Recruiting
Experience
Adecco Staffing, USA February 2015 - Present
Adecco Staffing, USA August 2012 - Present
USA Benefits Group July 2009 - December 2010
New York Life Insurance Company October 2008 - March 2009
TIAA-CREF August 2007 - December 2008
JPMorgan Chase February 2005 - January 2007
US Navy January 1994 - January 2002
Skills
Recruiting, Human Resources, Employee Benefits, Leadership, Customer Service, Contract Recruitment, Temporary Placement, Temporary Staffing, Talent Acquisition, Staffing Services, Applicant Tracking..., Management, Technical Recruiting, Sales, Networking, Employee Relations, Training, Internet Recruiting, Onboarding, Sourcing, Interviews, Social Networking, Cold Calling, Coaching, Permanent Placement, Executive Search, Vendor Management, Job Fairs, Screening Resumes, College Recruiting, Direct-hire, Team Building, Microsoft Office, Strategic Planning, Microsoft Excel, Time Management, Operations Management
Education
University of Nebraska Medical Center 2002 — 2003
MSN, Masters of Science in Nursing,ARNP, Advanced Registered Nurse Practioner Acute Family Care, 4.0
St. Petersburg College 1998 — 2002
BSN, Bachelors of Science in Nursing RN, Nursing Science Nursing Education, 3.8
Adecco Staffing, USA February 2015 - Present
Adecco Staffing, USA August 2012 - Present
USA Benefits Group July 2009 - December 2010
New York Life Insurance Company October 2008 - March 2009
TIAA-CREF August 2007 - December 2008
JPMorgan Chase February 2005 - January 2007
US Navy January 1994 - January 2002
Skills
Recruiting, Human Resources, Employee Benefits, Leadership, Customer Service, Contract Recruitment, Temporary Placement, Temporary Staffing, Talent Acquisition, Staffing Services, Applicant Tracking..., Management, Technical Recruiting, Sales, Networking, Employee Relations, Training, Internet Recruiting, Onboarding, Sourcing, Interviews, Social Networking, Cold Calling, Coaching, Permanent Placement, Executive Search, Vendor Management, Job Fairs, Screening Resumes, College Recruiting, Direct-hire, Team Building, Microsoft Office, Strategic Planning, Microsoft Excel, Time Management, Operations Management
Education
University of Nebraska Medical Center 2002 — 2003
MSN, Masters of Science in Nursing,ARNP, Advanced Registered Nurse Practioner Acute Family Care, 4.0
St. Petersburg College 1998 — 2002
BSN, Bachelors of Science in Nursing RN, Nursing Science Nursing Education, 3.8
Jermiah Boggerty's New York Life Insurance Company Experience May 2004 - March 2006
Job Facility Services Sales Representative / Territory Manager at Cintas
Industry Telecommunications
Experience
Cintas July 2015 - Present
Comcast Cable September 2013 - Present
Comcast September 2006 - Present
New York Life Insurance Company May 2004 - March 2006
Great Lakes Automation Supply September 2001 - May 2004
Skills
Leadership, Customer Service, Team Building, Call Center, Team Leadership, Sales, Marketing, Account Management, Coaching, Cross-functional Team..., Social Networking, Leadership Development, Customer Satisfaction, Customer Retention, Microsoft Office, Strategic Planning, Contract Negotiation, Operations Management, Marketing Strategy, Direct Sales, Telecommunications, Sales Management, Microsoft Excel, Salesforce.com, Access, Public Speaking, Social Media, Social Media Marketing, Networking, Customer Experience, Sales Presentations, Cable Modems, Cable Television, Cable Broadband, Digital Cable, Internet Telephony, IP, Troubleshooting, Wireless Networking, LAN-WAN, VoIP, Broadband, Training, Recruiting, Management, Call Centers
Education
Spring Arbor University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Organizational Managment, CURRENT GPA 3.93
Spring Arbor University 2010 — 2013
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.87
Cintas July 2015 - Present
Comcast Cable September 2013 - Present
Comcast September 2006 - Present
New York Life Insurance Company May 2004 - March 2006
Great Lakes Automation Supply September 2001 - May 2004
Skills
Leadership, Customer Service, Team Building, Call Center, Team Leadership, Sales, Marketing, Account Management, Coaching, Cross-functional Team..., Social Networking, Leadership Development, Customer Satisfaction, Customer Retention, Microsoft Office, Strategic Planning, Contract Negotiation, Operations Management, Marketing Strategy, Direct Sales, Telecommunications, Sales Management, Microsoft Excel, Salesforce.com, Access, Public Speaking, Social Media, Social Media Marketing, Networking, Customer Experience, Sales Presentations, Cable Modems, Cable Television, Cable Broadband, Digital Cable, Internet Telephony, IP, Troubleshooting, Wireless Networking, LAN-WAN, VoIP, Broadband, Training, Recruiting, Management, Call Centers
Education
Spring Arbor University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Organizational Managment, CURRENT GPA 3.93
Spring Arbor University 2010 — 2013
Associate of Arts (A.A.), Business Administration, Management and Operations, 3.87
Kristen Ferris Kristen Ferris's New York Life Insurance Company Experience November 2014 - Present
Job New York Life Insurance Agent, Long Island General Office
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Education
St. Joseph's College 1995 — 1995
BA, Human Resources
New York Life Insurance Company November 2014 - Present
Education
St. Joseph's College 1995 — 1995
BA, Human Resources
Philip La Russo Philip La Russo's New York Life Insurance Company Experience June 2009 - January 2010
Job Senior Vice President at Empire Components Inc.
Industry Investment Banking
Experience
Empire Components Inc. June 2010 - Present
Empire Components Inc. January 2010 - May 2010
New York Life Insurance Company June 2009 - January 2010
National Australia Bank August 2007 - December 2008
Bank of Tokyo-Mitsubishi May 2004 - August 2007
Bank of Tokyo-Mitsubishi UFJ January 1999 - May 2004
Bank of America (NationsBank) May 1996 - December 1998
Citicorp June 1992 - May 1996
Citi June 1991 - June 1992
Skills
Cash Management, Middle Office, Banking, New Business Development, Negotiation, Fixed Income, Liquidity Management, ABCP, Risk Management, Investment Banking, Relationship Management, Due Diligence, Strategy, Bloomberg, Investments, Management, Portfolio Management, Finance, Trading, Credit, Treasury Management, Financial Services, Funding, Capital Markets, Derivatives, Financial Risk, Bonds, Securitization, Money Market, Swaps, FX Options, Financial Markets
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
Bachelors of Science, Finance
St. Raymonds High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Empire Components Inc. June 2010 - Present
Empire Components Inc. January 2010 - May 2010
New York Life Insurance Company June 2009 - January 2010
National Australia Bank August 2007 - December 2008
Bank of Tokyo-Mitsubishi May 2004 - August 2007
Bank of Tokyo-Mitsubishi UFJ January 1999 - May 2004
Bank of America (NationsBank) May 1996 - December 1998
Citicorp June 1992 - May 1996
Citi June 1991 - June 1992
Skills
Cash Management, Middle Office, Banking, New Business Development, Negotiation, Fixed Income, Liquidity Management, ABCP, Risk Management, Investment Banking, Relationship Management, Due Diligence, Strategy, Bloomberg, Investments, Management, Portfolio Management, Finance, Trading, Credit, Treasury Management, Financial Services, Funding, Capital Markets, Derivatives, Financial Risk, Bonds, Securitization, Money Market, Swaps, FX Options, Financial Markets
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
Bachelors of Science, Finance
St. Raymonds High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Donnie Nerone Donnie Nerone's New York Life Insurance Company Experience September 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Securities, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Series 63, 401k, IRAs
Education
Springfield College 1995 — 1998
New York Life Insurance Company September 2011 - Present
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Securities, Retirement, Insurance, Risk Management, Financial Services, Fixed Annuities, Fixed Income, Series 63, 401k, IRAs
Education
Springfield College 1995 — 1998
Sherrilee Buller Sherrilee Buller's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company March 2015 - Present
AAA MountainWest August 2014 - March 2015
Self-employed August 2011 - August 2014
Skills
Small Business, Customer Service, Marketing, Event Management, Direct Sales, Business Networking, Personal Finance, Long Term Care Insurance, Life Insurance..., Annuity Sales
Education
Southwestern Assemblies of God University
Bachelor of Arts (B.A.), Associates of Art (A.A.), International and Intercultural Communication
Southwestern Assemblies of God University
Bachelor of Arts (B.A.)
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company March 2015 - Present
AAA MountainWest August 2014 - March 2015
Self-employed August 2011 - August 2014
Skills
Small Business, Customer Service, Marketing, Event Management, Direct Sales, Business Networking, Personal Finance, Long Term Care Insurance, Life Insurance..., Annuity Sales
Education
Southwestern Assemblies of God University
Bachelor of Arts (B.A.), Associates of Art (A.A.), International and Intercultural Communication
Southwestern Assemblies of God University
Bachelor of Arts (B.A.)
E. Mark Lewis's New York Life Insurance Company Experience July 1993 - Present
Job Providing financial services & risk management to individuals and businesses via insurance and financial products
Industry Financial Services
Experience
NYLIFE Securities LLC July 1995 - Present
New York Life Insurance Company July 1993 - Present
EQUITABLE LIFE February 1988 - 1993
Jewish Home & Hospital January 1985 - January 1988
Skills
Investments, Insurance, Retirement, Estate Planning, Small Business, Retirement Planning, Life Insurance, IRAs, Financial Advisory, Financial Services, Long Term Care Insurance, Fixed Annuities, Finance, Mutual Funds, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Term Life Insurance, Financial Planners, Series 6, Wealth Accumulation, Whole Life, 401k Rollovers, College Savings Plans, Series 63, 401k, Asset Allocation, Universal Life, Employee Benefits, Health Insurance, Investment Advisory, Asset Management, Portfolio Management, Underwriting, Management, Analysis, Risk Management, Financial Analysis, Business, FINRA, Roth IRA, Key Person Insurance, Marketing, Guaranteed Lifetime..., Variable Annuities, 529 Plans, Permanent Life Insurance, Variable Life, Key Person Protection
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1992
BA
NYLIFE Securities LLC July 1995 - Present
New York Life Insurance Company July 1993 - Present
EQUITABLE LIFE February 1988 - 1993
Jewish Home & Hospital January 1985 - January 1988
Skills
Investments, Insurance, Retirement, Estate Planning, Small Business, Retirement Planning, Life Insurance, IRAs, Financial Advisory, Financial Services, Long Term Care Insurance, Fixed Annuities, Finance, Mutual Funds, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Term Life Insurance, Financial Planners, Series 6, Wealth Accumulation, Whole Life, 401k Rollovers, College Savings Plans, Series 63, 401k, Asset Allocation, Universal Life, Employee Benefits, Health Insurance, Investment Advisory, Asset Management, Portfolio Management, Underwriting, Management, Analysis, Risk Management, Financial Analysis, Business, FINRA, Roth IRA, Key Person Insurance, Marketing, Guaranteed Lifetime..., Variable Annuities, 529 Plans, Permanent Life Insurance, Variable Life, Key Person Protection
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1992
BA
Andy Giambroni Andy Giambroni's New York Life Insurance Company Experience April 2009 - August 2009
Job Account Manager, Business Development at Pittsburgh Pirates
Industry Sports
Experience
Pittsburgh Pirates July 2013 - Present
Pittsburgh Pirates July 2010 - July 2013
Pittsburgh Pirates November 2009 - July 2010
New York Life Insurance Company April 2009 - August 2009
Arena Football League 2007 - 2009
Skills
Ticket Sales, Event Management, Client Service, Customer Relations, Microsoft CRM, Sales, Sports Management, Sports, Archtics Ticketing..., Professional Sports, Event Planning, CRM, Sports Industry, Marketing Strategy, Sponsorship Activation, Sports Marketing, Football, Advertising, Media Relations, Archtics, Sponsorship, Relationship Marketing, Leadership, Customer Service, Marketing, Client Services, Social Media, Selling, Networking, Public Relations, Cold Calling, Press Releases, Ticketing, Sales Management, Social Networking, Business Development, Sports Coaching, New Business Development, Interviews, Social Media Marketing, Sponsorship Sales, Athletics, Recruiting, Sales Process, Teamwork, Baseball, Time Management, Sports Writing, Account Management
Education
Saint John Fisher College 2003 — 2007
Bachelor of Science, Sports Management
Pittsburgh Pirates July 2013 - Present
Pittsburgh Pirates July 2010 - July 2013
Pittsburgh Pirates November 2009 - July 2010
New York Life Insurance Company April 2009 - August 2009
Arena Football League 2007 - 2009
Skills
Ticket Sales, Event Management, Client Service, Customer Relations, Microsoft CRM, Sales, Sports Management, Sports, Archtics Ticketing..., Professional Sports, Event Planning, CRM, Sports Industry, Marketing Strategy, Sponsorship Activation, Sports Marketing, Football, Advertising, Media Relations, Archtics, Sponsorship, Relationship Marketing, Leadership, Customer Service, Marketing, Client Services, Social Media, Selling, Networking, Public Relations, Cold Calling, Press Releases, Ticketing, Sales Management, Social Networking, Business Development, Sports Coaching, New Business Development, Interviews, Social Media Marketing, Sponsorship Sales, Athletics, Recruiting, Sales Process, Teamwork, Baseball, Time Management, Sports Writing, Account Management
Education
Saint John Fisher College 2003 — 2007
Bachelor of Science, Sports Management
Regina Grundy Regina Grundy's New York Life Insurance Company Experience October 1982 - March 1985
Job Senior Payroll Systems Specialist at Suez Environnement
Industry Accounting
Experience
SUEZ environnement June 2006 - Present
Self Employed Independent Peoplesoft Consultant July 1993 - April 2004
United Water September 1988 - July 1993
Medical Economics July 1986 - September 1988
Konica Minolta Business Solutions U.S.A., Inc. March 1985 - July 1986
New York Life Insurance Company October 1982 - March 1985
Skills
ADP Payroll, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint
Education
St. Lawrence University 1978 — 1982
Bachelor's Degree, Economics
Universidad Complutense de Madrid 1980 — 1980
Spanish Language and Literature
SUEZ environnement June 2006 - Present
Self Employed Independent Peoplesoft Consultant July 1993 - April 2004
United Water September 1988 - July 1993
Medical Economics July 1986 - September 1988
Konica Minolta Business Solutions U.S.A., Inc. March 1985 - July 1986
New York Life Insurance Company October 1982 - March 1985
Skills
ADP Payroll, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint
Education
St. Lawrence University 1978 — 1982
Bachelor's Degree, Economics
Universidad Complutense de Madrid 1980 — 1980
Spanish Language and Literature
Brendan Geggatt's New York Life Insurance Company Experience January 2010 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
Great American Financial Resources January 2008 - January 2010
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, 401k Rollovers, Whole Life, Estate Planning, Annuity Sales, 401k, Long-term Care, IRAs, Retirement, Disability Insurance, Series 6, Term Life Insurance, Retirement Planning, Life insurance planning, Small Business, Multi-generational..., Gifting Strategies, Succession Planning, Wealth Preservation...
Education
Springfield College 2003 — 2005
Baccalaureate
Wentworth Institute of Technology
New York Life Insurance Company January 2010 - Present
Great American Financial Resources January 2008 - January 2010
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, 401k Rollovers, Whole Life, Estate Planning, Annuity Sales, 401k, Long-term Care, IRAs, Retirement, Disability Insurance, Series 6, Term Life Insurance, Retirement Planning, Life insurance planning, Small Business, Multi-generational..., Gifting Strategies, Succession Planning, Wealth Preservation...
Education
Springfield College 2003 — 2005
Baccalaureate
Wentworth Institute of Technology
Federico Tito Guizar's New York Life Insurance Company Experience March 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company March 2014 - Present
Skills
Building Relationships, Business Insurance..., Creative Problem Solving, Customer Relations, Direct Sales, Customer Satisfaction, Education Funding..., Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Lead Generation, Leadership, Licensed Life Insurance..., Multi-Tasking Skills, Permanent Life Insurance, Problem Solving, Protection..., Retirement Planning, Sales, Term Life Insurance, Wealth Preservation...
Education
St. Mary's University 1994 — 1996
Bachelor's Degree, International Business
St. Mary's University
Bachelor's degree, International Business
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company March 2014 - Present
Skills
Building Relationships, Business Insurance..., Creative Problem Solving, Customer Relations, Direct Sales, Customer Satisfaction, Education Funding..., Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Lead Generation, Leadership, Licensed Life Insurance..., Multi-Tasking Skills, Permanent Life Insurance, Problem Solving, Protection..., Retirement Planning, Sales, Term Life Insurance, Wealth Preservation...
Education
St. Mary's University 1994 — 1996
Bachelor's Degree, International Business
St. Mary's University
Bachelor's degree, International Business
Justin Clisby MBA/MS Justin Clisby MBA/MS's New York Life Insurance Company Experience January 2011 - November 2013
Job Stryker Orthopaedic Sales Representative
Industry Medical Devices
Experience
Stryker January 2014 - Present
New York Life Insurance Company January 2011 - November 2013
DSRE Consulting, LLC. December 2010 - December 2011
Gatewood Development Co. February 2009 - March 2010
Precision Dynamics June 2007 - January 2009
University of Mississippi August 2003 - December 2006
Skills
Project Management, Business Development, Consulting, Sales, Leadership, Marketing Strategy, Negotiation, Investments, Sales Operations, Salesforce.com, Process Improvement, Management, Mergers & Acquisitions, Finance, Strategic Planning
Education
St. Edward's University 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
University of Mississippi 2003 — 2006
M.S., Biochemistry
University of Mississippi 1998 — 2002
B.A., Chemistry
Stryker January 2014 - Present
New York Life Insurance Company January 2011 - November 2013
DSRE Consulting, LLC. December 2010 - December 2011
Gatewood Development Co. February 2009 - March 2010
Precision Dynamics June 2007 - January 2009
University of Mississippi August 2003 - December 2006
Skills
Project Management, Business Development, Consulting, Sales, Leadership, Marketing Strategy, Negotiation, Investments, Sales Operations, Salesforce.com, Process Improvement, Management, Mergers & Acquisitions, Finance, Strategic Planning
Education
St. Edward's University 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
University of Mississippi 2003 — 2006
M.S., Biochemistry
University of Mississippi 1998 — 2002
B.A., Chemistry
Claudia Ellis ChFC's New York Life Insurance Company Experience May 2009 - March 2012
Job Manager, Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - April 2015
Fidelity Investments- National Financial April 2012 - July 2013
New York Life Insurance Company May 2009 - March 2012
TIAA-CREF August 1997 - December 2008
Dreyfus 1995 - 1997
Skills
Product Management, Call Centers, Microsoft Office, Business Strategy, Professional Services, ChFC, Leadership, Series 7, Series 9/10, Series 24, Series 63, Operations Management, Team Management, Finance, FINRA
Education
St. John's University
Bachelor's degree, Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - April 2015
Fidelity Investments- National Financial April 2012 - July 2013
New York Life Insurance Company May 2009 - March 2012
TIAA-CREF August 1997 - December 2008
Dreyfus 1995 - 1997
Skills
Product Management, Call Centers, Microsoft Office, Business Strategy, Professional Services, ChFC, Leadership, Series 7, Series 9/10, Series 24, Series 63, Operations Management, Team Management, Finance, FINRA
Education
St. John's University
Bachelor's degree, Finance, General
Eva Simone Sarter's New York Life Insurance Company Experience June 2013 - December 2014
Job Account Associate at WeddingWire
Industry Education Management
Experience
WeddingWire January 2015 - Present
New York Life Insurance Company June 2013 - December 2014
National Bar Association, Crump Law Camp July 2010 - July 2013
Center for Teaching and Learning in China August 2011 - June 2012
Howard University Hospital May 2008 - August 2008
Skills
Public Speaking, Research, Microsoft Office, Community Outreach, Social Media, Customer Service, Editing, Nonprofits, Event Planning, Teaching, Direct Sales, Financial Planning, Life Insurance, Investment Strategies, Higher Education, PowerPoint, Staff Development
Education
Spelman College 2007 — 2011
Bachelor of Arts (BA)
Spelman College 2007 — 2011
Bachelor of Arts (BA)
Stone Ridge
Stone Ridge
WeddingWire January 2015 - Present
New York Life Insurance Company June 2013 - December 2014
National Bar Association, Crump Law Camp July 2010 - July 2013
Center for Teaching and Learning in China August 2011 - June 2012
Howard University Hospital May 2008 - August 2008
Skills
Public Speaking, Research, Microsoft Office, Community Outreach, Social Media, Customer Service, Editing, Nonprofits, Event Planning, Teaching, Direct Sales, Financial Planning, Life Insurance, Investment Strategies, Higher Education, PowerPoint, Staff Development
Education
Spelman College 2007 — 2011
Bachelor of Arts (BA)
Spelman College 2007 — 2011
Bachelor of Arts (BA)
Stone Ridge
Stone Ridge
Lina Cortes Garza, MBA's New York Life Insurance Company Experience Senior Marketing AssociateNew York Life Insurance CompanyAugust 2009 - Present
Job Latino Market Marketing & Recruiting Manager, West Central Zone at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Senior Marketing AssociateNew York Life Insurance CompanyAugust 2009 - Present
Skills
Fixed Annuities, Retirement Planning, Marketing, Life Insurance, Insurance, Marketing Strategy, Financial Services, Mutual Funds, Retirement, Long-term Care, Sales, Strategic Planning, Event Planning, New Business Development, Social Media, Account Management, 401k, Customer Service, Cold Calling, Long Term Care Insurance
Education
University of the Incarnate Word 2001 — 2006
MBA, General Business
St. Mary's University 1992 — 1996
BBA, International Business
New York Life Insurance Company Senior Marketing AssociateNew York Life Insurance CompanyAugust 2009 - Present
Skills
Fixed Annuities, Retirement Planning, Marketing, Life Insurance, Insurance, Marketing Strategy, Financial Services, Mutual Funds, Retirement, Long-term Care, Sales, Strategic Planning, Event Planning, New Business Development, Social Media, Account Management, 401k, Customer Service, Cold Calling, Long Term Care Insurance
Education
University of the Incarnate Word 2001 — 2006
MBA, General Business
St. Mary's University 1992 — 1996
BBA, International Business
Paige Majors Paige Majors's New York Life Insurance Company Experience 2005 - 2006
Job Foot & Ankle Surgeon / Podiatrist at Encinitas Podiatry Group
Industry Medical Practice
Experience
CORE Orthopaedic February 2015 - Present
Norton Healthcare June 2010 - June 2013
New York Life Insurance Company 2005 - 2006
Gibney, Anthony & Flaherty, LLP 2001 - 2003
Skills
Orthopedic, Surgery, Wound Care, Medicine, Pediatrics, Sports Injuries, Treatment, Healthcare, Sports Medicine, Orthopedics, Physicians, Public Speaking, EMR, Foot, Medical Devices, Ankle, Diabetes
Education
Temple University, Pennsylvania College of Podiatric Medicine 2006 — 2010
DPM, Podiatric Medicine/Podiatry
Southwestern University 1997 — 2000
Bachelor of Arts (BA), Business/Commerce, General
CORE Orthopaedic February 2015 - Present
Norton Healthcare June 2010 - June 2013
New York Life Insurance Company 2005 - 2006
Gibney, Anthony & Flaherty, LLP 2001 - 2003
Skills
Orthopedic, Surgery, Wound Care, Medicine, Pediatrics, Sports Injuries, Treatment, Healthcare, Sports Medicine, Orthopedics, Physicians, Public Speaking, EMR, Foot, Medical Devices, Ankle, Diabetes
Education
Temple University, Pennsylvania College of Podiatric Medicine 2006 — 2010
DPM, Podiatric Medicine/Podiatry
Southwestern University 1997 — 2000
Bachelor of Arts (BA), Business/Commerce, General
Vicky Kahmann Vicky Kahmann's New York Life Insurance Company Experience June 2006 - January 2009
Job Math Teacher at Moore Catholic High School
Industry Education Management
Experience
Moore Catholic High School February 2009 - Present
New York Life Insurance Company June 2006 - January 2009
Skills
Coaching, Curriculum Design, Curriculum Development, Educational Leadership, Educational Technology, Higher Education, Instructional Design, Microsoft Excel, Microsoft Word, Public Speaking, Staff Development, Teaching, Tutoring
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Moore Catholic High School February 2009 - Present
New York Life Insurance Company June 2006 - January 2009
Skills
Coaching, Curriculum Design, Curriculum Development, Educational Leadership, Educational Technology, Higher Education, Instructional Design, Microsoft Excel, Microsoft Word, Public Speaking, Staff Development, Teaching, Tutoring
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Tobin Mergenthaler's New York Life Insurance Company Experience November 2007 - Present
Job Wealth Advisor at Eagle Strategies, LLC
Industry Insurance
Experience
Eagle Strategies, LLC 2015 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Retirement Planning, Life Insurance, Whole Life Insurance, 401k Rollovers, Estate Planning, IRA Rollovers, Seminar Marketing, Succession Planning, Licensed in Long Term..., Wealth Preservation..., Legacy Planning, Life Time Income..., Marketing, Risk Management, Insurance, Retirement, Small Business, Customer Service, IRAs, Finance, Planning, Sales, Team Building, Microsoft Office
Education
St. Lawrence University 1999 — 2003
National Sports Academy 1995 — 1999
Eagle Strategies, LLC 2015 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Retirement Planning, Life Insurance, Whole Life Insurance, 401k Rollovers, Estate Planning, IRA Rollovers, Seminar Marketing, Succession Planning, Licensed in Long Term..., Wealth Preservation..., Legacy Planning, Life Time Income..., Marketing, Risk Management, Insurance, Retirement, Small Business, Customer Service, IRAs, Finance, Planning, Sales, Team Building, Microsoft Office
Education
St. Lawrence University 1999 — 2003
National Sports Academy 1995 — 1999
Louis Capitano's New York Life Insurance Company Experience January 1975 - Present
Job Director Training at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 1975 - Present
Education
St. Francis University 1966 — 1969
New York Life Insurance Company January 1975 - Present
Education
St. Francis University 1966 — 1969
Steven Peculic's New York Life Insurance Company Experience July 1985 - July 1987
Job Software Engineer at IBM
Industry Utilities
Experience
IBM August 2011 - Present
National Grid December 2001 - August 2011
Morgan Stanley Dean Witter December 1999 - November 2001
CCSI Professional Services July 1997 - November 1999
Brooklyn Union Gas July 1987 - May 1997
New York Life Insurance Company July 1985 - July 1987
New York University - College Of Business And Publib Administration August 1984 - February 1985
Manufacturers Hanover Trust February 1982 - June 1984
Skills
Smart Grid, Power Systems, Electrical Engineering, SCADA, Agile Methodologies, Requirements Analysis, Electric Power, SQL, Integration, Oracle, Software Development, SOA, Enterprise Architecture, Engineering, SDLC, Process Improvement, Project Planning, Mainframe, Project Management, Vendor Management, Programming, Business Analysis, Program Management, Change Management, Visio, IBM Mainframe, Business Process...
Education
St. John's University 1987 — 1990
Master of Business Administration (MBA), Management Information Systems, General
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (BS), Computer Applications And Information Systems
IBM August 2011 - Present
National Grid December 2001 - August 2011
Morgan Stanley Dean Witter December 1999 - November 2001
CCSI Professional Services July 1997 - November 1999
Brooklyn Union Gas July 1987 - May 1997
New York Life Insurance Company July 1985 - July 1987
New York University - College Of Business And Publib Administration August 1984 - February 1985
Manufacturers Hanover Trust February 1982 - June 1984
Skills
Smart Grid, Power Systems, Electrical Engineering, SCADA, Agile Methodologies, Requirements Analysis, Electric Power, SQL, Integration, Oracle, Software Development, SOA, Enterprise Architecture, Engineering, SDLC, Process Improvement, Project Planning, Mainframe, Project Management, Vendor Management, Programming, Business Analysis, Program Management, Change Management, Visio, IBM Mainframe, Business Process...
Education
St. John's University 1987 — 1990
Master of Business Administration (MBA), Management Information Systems, General
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (BS), Computer Applications And Information Systems
Jim Gerard,CLTC,LTCP,CSA's New York Life Insurance Company Experience September 2013 - Present
Job Corporate Vice President, LTC Solutions Regional Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Long-Term Care July 2011 - Present
New York Life Insurance Company January 2010 - Present
New York Life April 2006 - December 2010
New York Life March 1998 - February 2006
New York Life January 1992 - March 1998
Skills
Long-term Care, Retirement Planning, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Training, Management, Business Planning, Financial Planners, Marketing, Marketing Strategy, Whole Life, Sales, 401k, Variable Annuities, Small Business, Strategic Financial..., Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cardinal Hayes H.S, 1966 — 1970
New York Life Insurance Company September 2013 - Present
New York Life Long-Term Care July 2011 - Present
New York Life Insurance Company January 2010 - Present
New York Life April 2006 - December 2010
New York Life March 1998 - February 2006
New York Life January 1992 - March 1998
Skills
Long-term Care, Retirement Planning, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Training, Management, Business Planning, Financial Planners, Marketing, Marketing Strategy, Whole Life, Sales, 401k, Variable Annuities, Small Business, Strategic Financial..., Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cardinal Hayes H.S, 1966 — 1970
Lorraine Olsen Ambrosini's New York Life Insurance Company Experience August 2011 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
MetLife November 2010 - August 2011
ALICO January 2010 - October 2010
AIG July 2007 - December 2009
MetLife January 2006 - July 2007
MetLife 2000 - 2005
MetLife 1994 - 1999
MetLife 1987 - 1993
Con Edison June 1981 - May 1987
Skills
Risk Management, Financial Analysis, Project Management, Management, Analysis, Strategic Planning, Team Leadership, Forecasting, Internal Controls, Internal Audit, Budgets, Auditing, Sarbanes-Oxley Act, Insurance, Integration, Finance, IT Audit, Investments, Chartered Financial..., Leadership, Training, Enterprise Risk..., Governance, Process Improvement, Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
St. Lawrence University 1977 — 1981
BA, Economics, 4.0
PRMIA
Professional Risk Manager
New York Life Insurance Company August 2011 - Present
MetLife November 2010 - August 2011
ALICO January 2010 - October 2010
AIG July 2007 - December 2009
MetLife January 2006 - July 2007
MetLife 2000 - 2005
MetLife 1994 - 1999
MetLife 1987 - 1993
Con Edison June 1981 - May 1987
Skills
Risk Management, Financial Analysis, Project Management, Management, Analysis, Strategic Planning, Team Leadership, Forecasting, Internal Controls, Internal Audit, Budgets, Auditing, Sarbanes-Oxley Act, Insurance, Integration, Finance, IT Audit, Investments, Chartered Financial..., Leadership, Training, Enterprise Risk..., Governance, Process Improvement, Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
St. Lawrence University 1977 — 1981
BA, Economics, 4.0
PRMIA
Professional Risk Manager
Saleem Vempalle's New York Life Insurance Company Experience November 2007 - February 2008
Job Sr.Analyst Developer/Project Lead at Legg Mason
Industry Information Technology and Services
Experience
Legg Mason February 2008 - Present
New York Life Insurance Company November 2007 - February 2008
Everest Reinsurance December 2006 - December 2007
AEGON August 2004 - November 2006
Amerisure Insurance November 2002 - July 2004
Education
Sri Krishnadevaraya University
Legg Mason February 2008 - Present
New York Life Insurance Company November 2007 - February 2008
Everest Reinsurance December 2006 - December 2007
AEGON August 2004 - November 2006
Amerisure Insurance November 2002 - July 2004
Education
Sri Krishnadevaraya University
Samantha Wentling's New York Life Insurance Company Experience March 2015 - Present
Job Financial, retirement & life planning consultant
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Career trainee March 2015 - May 2015
Columbia Pike Revitalization Organization (CPRO) February 2014 - January 2015
Crystal City Business Improvement District February 2014 - September 2014
Arlington County June 2008 - February 2014
Legum & Norman February 2005 - January 2008
The Nature Conservancy October 2003 - February 2005
Skills
Non-profits, Public Transport, Fundraising, Event Planning, Community Outreach, Training, Leadership, Project Planning, Government, Philanthropy, Nonprofits, Management, Spanish, Proposal Writing, Access, Marketing, Social Media, Policy, Public Speaking, Program Management, Event Management, Microsoft Office, Public Relations, Public Policy, Volunteer Management, Facebook, Program Development, Editing, Research, Policy Analysis
Education
The George Washington University 2012 — 2013
Certified Public Manager, Regional Leadership Excellence Development Program through MWCOG
Arlington County Government 2012 — 2012
Civic Engagement Cohort Program
HB woodlawn
St. Mary's College of Maryland
Sociology and Anthropology
New York Life Insurance Company March 2015 - Present
Career trainee March 2015 - May 2015
Columbia Pike Revitalization Organization (CPRO) February 2014 - January 2015
Crystal City Business Improvement District February 2014 - September 2014
Arlington County June 2008 - February 2014
Legum & Norman February 2005 - January 2008
The Nature Conservancy October 2003 - February 2005
Skills
Non-profits, Public Transport, Fundraising, Event Planning, Community Outreach, Training, Leadership, Project Planning, Government, Philanthropy, Nonprofits, Management, Spanish, Proposal Writing, Access, Marketing, Social Media, Policy, Public Speaking, Program Management, Event Management, Microsoft Office, Public Relations, Public Policy, Volunteer Management, Facebook, Program Development, Editing, Research, Policy Analysis
Education
The George Washington University 2012 — 2013
Certified Public Manager, Regional Leadership Excellence Development Program through MWCOG
Arlington County Government 2012 — 2012
Civic Engagement Cohort Program
HB woodlawn
St. Mary's College of Maryland
Sociology and Anthropology
Marc Abusch's New York Life Insurance Company Experience February 2011 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2011 - Present
Moodys investors Service 2001 - Present
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Valuation, Asset Management, Bloomberg, Corporate Finance, Credit Analysis, Credit Risk, Derivatives, Equities, Equity Research, Finance, Financial Markets, Financial Services, Investment Banking, Hedge Funds, Investments, Portfolio Management, Risk Management, Securities
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
New York Life Insurance Company February 2011 - Present
Moodys investors Service 2001 - Present
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Valuation, Asset Management, Bloomberg, Corporate Finance, Credit Analysis, Credit Risk, Derivatives, Equities, Equity Research, Finance, Financial Markets, Financial Services, Investment Banking, Hedge Funds, Investments, Portfolio Management, Risk Management, Securities
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
Saverio Rabasco's New York Life Insurance Company Experience June 2011 - September 2011
Job Vice President Operations at 12 West Capital Management LP
Industry Financial Services
Experience
12 West Capital Management LP September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Fortress Investment Group February 2005 - December 2010
Credit Suisse 1997 - 2005
Red Wolf Capital Management, LLC 1999 - 2001
Bear Stearns 1990 - 1997
Skills
Series 7, Series 63, Italian, Hedge Funds, Fixed Income, Equities, Alternative Investments, Prime Brokerage, Derivatives, Securities, Investment Banking, Bloomberg, Asset Managment, Options, Investments, Trading, Bonds, Trading Systems, Equity Derivatives, Valuation, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
MBA, International Finance
Saint John's University 1986 — 1990
BS, Finance
Nazareth Regional High School 1982 — 1986
St Jude's School
12 West Capital Management LP September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Fortress Investment Group February 2005 - December 2010
Credit Suisse 1997 - 2005
Red Wolf Capital Management, LLC 1999 - 2001
Bear Stearns 1990 - 1997
Skills
Series 7, Series 63, Italian, Hedge Funds, Fixed Income, Equities, Alternative Investments, Prime Brokerage, Derivatives, Securities, Investment Banking, Bloomberg, Asset Managment, Options, Investments, Trading, Bonds, Trading Systems, Equity Derivatives, Valuation, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
MBA, International Finance
Saint John's University 1986 — 1990
BS, Finance
Nazareth Regional High School 1982 — 1986
St Jude's School
Shelly Seals's New York Life Insurance Company Experience August 2011 - August 2012
Job Senior Compliance Officer
Industry Financial Services
Experience
Edward Jones December 2013 - Present
New York Life Insurance Company August 2011 - August 2012
Scottrade October 2005 - August 2011
Scottrade January 1998 - October 2005
Scottrade September 1995 - January 1998
A.G. Edwards July 1994 - September 1995
A.G. Edwards & Sons, Inc. February 1992 - July 1994
A.G. Edwards & Sons, Inc. July 1988 - January 1992
Skills
Series 7, Securities, Equity Trading, Series 24, Series 63, Trading, Business Analysis, Technical Analysis, Series 55, FINRA, Management, Project Management, Strategic Planning, Disaster Recovery, Business Continuity, Vendor Relationships, Equities, Financial Services, Electronic Trading, ETFs, Options, Investments, Financial Risk, Finance, Bloomberg, Bonds, Fixed Income, Mutual Funds
Education
Southwestern Illinois College 1988 — 1992
Business Administration
Columbia High School 1985 — 1988
Edward Jones December 2013 - Present
New York Life Insurance Company August 2011 - August 2012
Scottrade October 2005 - August 2011
Scottrade January 1998 - October 2005
Scottrade September 1995 - January 1998
A.G. Edwards July 1994 - September 1995
A.G. Edwards & Sons, Inc. February 1992 - July 1994
A.G. Edwards & Sons, Inc. July 1988 - January 1992
Skills
Series 7, Securities, Equity Trading, Series 24, Series 63, Trading, Business Analysis, Technical Analysis, Series 55, FINRA, Management, Project Management, Strategic Planning, Disaster Recovery, Business Continuity, Vendor Relationships, Equities, Financial Services, Electronic Trading, ETFs, Options, Investments, Financial Risk, Finance, Bloomberg, Bonds, Fixed Income, Mutual Funds
Education
Southwestern Illinois College 1988 — 1992
Business Administration
Columbia High School 1985 — 1988
Ty Rudisaile's New York Life Insurance Company Experience July 2007 - July 2008
Job Loan Officer
Industry Insurance
Experience
DHA Financial June 2015 - Present
COUNTRY® Financial July 2008 - November 2014
New York Life Insurance Company July 2007 - July 2008
Countrywide 2007 - 2007
Ownit Mortgage Solutions March 2003 - December 2006
Decision One Mortgage May 2000 - March 2003
Principal Financial 1998 - 1999
Bank Western 1987 - 1999
Skills
Insurance, Life Insurance, Customer Oriented, Leadership, Sales, Homeowners, Small Business, Property & Casualty..., Loan Origination, Credit, Refinance, FHA, Loans, Mortgage Lending
Education
Southwestern Adventist University 1979 — 1984
B.S. degree, Journalism
Campion Academy 1976 — 1979
General studies, College prep
DHA Financial June 2015 - Present
COUNTRY® Financial July 2008 - November 2014
New York Life Insurance Company July 2007 - July 2008
Countrywide 2007 - 2007
Ownit Mortgage Solutions March 2003 - December 2006
Decision One Mortgage May 2000 - March 2003
Principal Financial 1998 - 1999
Bank Western 1987 - 1999
Skills
Insurance, Life Insurance, Customer Oriented, Leadership, Sales, Homeowners, Small Business, Property & Casualty..., Loan Origination, Credit, Refinance, FHA, Loans, Mortgage Lending
Education
Southwestern Adventist University 1979 — 1984
B.S. degree, Journalism
Campion Academy 1976 — 1979
General studies, College prep
Diane Van Horn's New York Life Insurance Company Experience December 2011 - Present
Job Senior Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2011 - Present
HealthPlan Services September 2010 - October 2011
WellCare April 2007 - August 2010
Catalina Marketing October 1999 - April 2007
Education
St. Petersburg College 1982 — 1984
Associate in Science, Medical Technology
New York Life Insurance Company December 2011 - Present
HealthPlan Services September 2010 - October 2011
WellCare April 2007 - August 2010
Catalina Marketing October 1999 - April 2007
Education
St. Petersburg College 1982 — 1984
Associate in Science, Medical Technology
James J. Gerard's New York Life Insurance Company Experience September 2013 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company January 2010 - September 2013
New York Life October 2008 - January 2010
New York Life April 1998 - October 2008
New York Life 1992 - 1998
New York Life Insurance Company January 1984 - June 1992
New York Life Insurance Company May 1980 - January 1984
New York Life Insurance Company November 1975 - May 1980
Skills
Marketing, Management, Training, Sales, Market Planning, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Financial Services, Long-term Care, Leadership, Strategic Planning, Series 6
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
BS-Mgt., Management and Economics
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company January 2010 - September 2013
New York Life October 2008 - January 2010
New York Life April 1998 - October 2008
New York Life 1992 - 1998
New York Life Insurance Company January 1984 - June 1992
New York Life Insurance Company May 1980 - January 1984
New York Life Insurance Company November 1975 - May 1980
Skills
Marketing, Management, Training, Sales, Market Planning, Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Financial Services, Long-term Care, Leadership, Strategic Planning, Series 6
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
BS-Mgt., Management and Economics
Stephanie Kane's New York Life Insurance Company Experience March 2001 - Present
Job Independant Travel Director
Industry Events Services
Experience
Rocky Mountain Connections January 2013 - Present
Bishop McCann January 2013 - Present
SportsMark Management Group February 2012 - Present
Rocky Mountain Connections July 2011 - Present
@ Self March 2002 - Present
New York Life Insurance Company March 2001 - Present
Self September 1996 - Present
Destination Services Corp January 1995 - Present
Destination Services of Colorado 1988 - Present
Peak Reader Project January 1995 - August 1995
Skills
Hotels, Tourism, Event Management, Hospitality, Event Planning, Conferences, Customer Service, Transportation, Entertainment, Food & Beverage, Special Events, Corporate Events, Incentives, Destination Management, Travel Management, Team Building, Hospitality Industry, Problem Solving, Meeting Management, Events, Account Management, Customer Satisfaction, Management, Meeting Planning, Business Development, Program Management, Public Relations, Trade Shows, Hospitality Management, Incentive Travel, Resorts, Live Events, Incentive Programs, Operations Management, Hiring, Private Events, Social Media, Sponsorship
Education
St. Lawrence University 1975 — 1979
BA, International Politics
University of Denver, Graduate School of International Studies
Post, Studies
Rocky Mountain Connections January 2013 - Present
Bishop McCann January 2013 - Present
SportsMark Management Group February 2012 - Present
Rocky Mountain Connections July 2011 - Present
@ Self March 2002 - Present
New York Life Insurance Company March 2001 - Present
Self September 1996 - Present
Destination Services Corp January 1995 - Present
Destination Services of Colorado 1988 - Present
Peak Reader Project January 1995 - August 1995
Skills
Hotels, Tourism, Event Management, Hospitality, Event Planning, Conferences, Customer Service, Transportation, Entertainment, Food & Beverage, Special Events, Corporate Events, Incentives, Destination Management, Travel Management, Team Building, Hospitality Industry, Problem Solving, Meeting Management, Events, Account Management, Customer Satisfaction, Management, Meeting Planning, Business Development, Program Management, Public Relations, Trade Shows, Hospitality Management, Incentive Travel, Resorts, Live Events, Incentive Programs, Operations Management, Hiring, Private Events, Social Media, Sponsorship
Education
St. Lawrence University 1975 — 1979
BA, International Politics
University of Denver, Graduate School of International Studies
Post, Studies
Chuck Sweeney's New York Life Insurance Company Experience April 1972 - September 2001
Job Owner, Chuck Sweeney Associates
Industry Professional Training & Coaching
Experience
Chuck Sweeney Associates September 2002 - Present
New York Life Insurance Company April 1972 - September 2001
Skills
Coaching, Entrepreneurship, Leadership Development, Strategic Planning, Executive Coaching, Public Speaking, Team Building, Business Development, Marketing, Business Planning, Budgets, Management Consulting, Sales, Nonprofits, Change Management, Small Business, Contract Negotiation, Management, Strategy, Project Management, Training, Start-ups, Organizational..., Customer Service, Public Relations, Marketing Strategy, Fundraising, New Business Development, Leadership, Business Strategy
Education
St. Francis University 1965 — 1968
B.S. Accounting, Accounting, Marketing, Business Management
Chuck Sweeney Associates September 2002 - Present
New York Life Insurance Company April 1972 - September 2001
Skills
Coaching, Entrepreneurship, Leadership Development, Strategic Planning, Executive Coaching, Public Speaking, Team Building, Business Development, Marketing, Business Planning, Budgets, Management Consulting, Sales, Nonprofits, Change Management, Small Business, Contract Negotiation, Management, Strategy, Project Management, Training, Start-ups, Organizational..., Customer Service, Public Relations, Marketing Strategy, Fundraising, New Business Development, Leadership, Business Strategy
Education
St. Francis University 1965 — 1968
B.S. Accounting, Accounting, Marketing, Business Management
Marijo Murphy's New York Life Insurance Company Experience September 1996 - Present
Job Vice President at New York Life
Industry Insurance
Experience
New York Life Insurance Company September 1996 - Present
Whitman Breed Abbott and Morgan 1994 - 1996
Skills
Field Supervision, Compliance, Insurance, Securities, Series 24, Series 7, Series 51, Series 66, Mutual Funds, Retirement Planning, FINRA, Fixed Annuities, Investments, Uniform Combined State...
Education
St. John's University School of Law 1990 — 1994
JD
State University of New York at Albany 1984 — 1988
BA, Economics
New York Life Insurance Company September 1996 - Present
Whitman Breed Abbott and Morgan 1994 - 1996
Skills
Field Supervision, Compliance, Insurance, Securities, Series 24, Series 7, Series 51, Series 66, Mutual Funds, Retirement Planning, FINRA, Fixed Annuities, Investments, Uniform Combined State...
Education
St. John's University School of Law 1990 — 1994
JD
State University of New York at Albany 1984 — 1988
BA, Economics
Carolyn Murphy's New York Life Insurance Company Experience November 2013 - Present
Job Talent Acquisition Specialist
Industry Human Resources
Experience
New York Life Insurance Company November 2013 - Present
Avon November 2011 - November 2012
RBC Capital Markets March 2010 - November 2011
TIAA-CREF February 2008 - July 2008
JP Morgan Chase January 2007 - December 2007
JP Morgan Chase February 2005 - December 2006
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Taleo, Human Resources, New Hire Orientations, Interviews, Sourcing, Talent Management, Customer Service, Goal-oriented..., Vendor Management Skills, New Hire Processes, Training, Leadership, Temporary Staffing
Education
St. Joseph's College 2006 — 2010
BS, Organizational Management
New York Life Insurance Company November 2013 - Present
Avon November 2011 - November 2012
RBC Capital Markets March 2010 - November 2011
TIAA-CREF February 2008 - July 2008
JP Morgan Chase January 2007 - December 2007
JP Morgan Chase February 2005 - December 2006
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Taleo, Human Resources, New Hire Orientations, Interviews, Sourcing, Talent Management, Customer Service, Goal-oriented..., Vendor Management Skills, New Hire Processes, Training, Leadership, Temporary Staffing
Education
St. Joseph's College 2006 — 2010
BS, Organizational Management
Erin Zylman's New York Life Insurance Company Experience October 2004 - February 2007
Job Vice President, Institutional Sales Officer at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank May 2014 - Present
PNC Institutional Investments Group August 2012 - May 2014
PNC October 2010 - August 2012
PNC Investments October 2007 - October 2010
National City Bank February 2007 - October 2007
New York Life Insurance Company October 2004 - February 2007
Rockman Insurance Group October 2003 - October 2004
Skills
Retirement Benefits, Investment Management, Employee Benefits, Mutual Funds, Communication, Presentations, Team Building, Retirement Planning, Series 6, Series 65, Investments, Banking, Credit, Customer Service, Finance, Financial Services, Management, Series 63, Retirement, Wealth Management, Sales, Portfolio Management, Strategic Financial..., Series 7
Education
Spring Arbor University
Bachelor of Applied Science (BASc), Management and Organizational Development
Fifth Third Bank May 2014 - Present
PNC Institutional Investments Group August 2012 - May 2014
PNC October 2010 - August 2012
PNC Investments October 2007 - October 2010
National City Bank February 2007 - October 2007
New York Life Insurance Company October 2004 - February 2007
Rockman Insurance Group October 2003 - October 2004
Skills
Retirement Benefits, Investment Management, Employee Benefits, Mutual Funds, Communication, Presentations, Team Building, Retirement Planning, Series 6, Series 65, Investments, Banking, Credit, Customer Service, Finance, Financial Services, Management, Series 63, Retirement, Wealth Management, Sales, Portfolio Management, Strategic Financial..., Series 7
Education
Spring Arbor University
Bachelor of Applied Science (BASc), Management and Organizational Development
Charlie Messer's New York Life Insurance Company Experience September 2009 - March 2011
Job Strategic Business Organization and Development Consultant
Industry Executive Office
Experience
Self Employed April 2011 - Present
New York Life Insurance Company September 2009 - March 2011
Special Counsel April 2004 - September 2009
Mass Mutual Financial Group April 2004 - December 2006
August Insurance Agency, Inc. December 2002 - December 2003
Skills
Employee Benefits, Mergers & Acquisitions, Finance, Trusts, Due Diligence, Insurance, Succession Planning, Financial Services, Entrepreneurship, Securities
Education
University of California, Santa Barbara 1984 — 1987
B.A., Economics
Southwestern Law School
J.D., Law
Self Employed April 2011 - Present
New York Life Insurance Company September 2009 - March 2011
Special Counsel April 2004 - September 2009
Mass Mutual Financial Group April 2004 - December 2006
August Insurance Agency, Inc. December 2002 - December 2003
Skills
Employee Benefits, Mergers & Acquisitions, Finance, Trusts, Due Diligence, Insurance, Succession Planning, Financial Services, Entrepreneurship, Securities
Education
University of California, Santa Barbara 1984 — 1987
B.A., Economics
Southwestern Law School
J.D., Law
Gina Gabriel's New York Life Insurance Company Experience June 2010 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company June 2010 - Present
Gabriel Consultants January 1990 - May 2010
DFS 1976 - 1980
Education
St. John's University, The Peter J. Tobin College of Business 1971 — 1975
B.S., Marketing
New York Life Insurance Company June 2010 - Present
Gabriel Consultants January 1990 - May 2010
DFS 1976 - 1980
Education
St. John's University, The Peter J. Tobin College of Business 1971 — 1975
B.S., Marketing
Jon Symmes, CFP®'s New York Life Insurance Company Experience 2004 - 2005
Job Private Banker, AVP
Industry Financial Services
Experience
Wells Fargo Bank 2009 - Present
BancorpSouth 2006 - February 2009
New York Life Insurance Company 2004 - 2005
Skills
Investments, Series 7, Banking, Series 63, Insurance, Loans, Series 6, Wealth, Wealth Management, Commercial Lending, Relationship Management, Succession Planning, Private Banking, Teamwork, Partnerships, Risk Management, Small Business Lending, Custom Credit, New Client Acquisitions
Education
St. Mary's College of Maryland
Economics, Economics
University of North Carolina at Chapel Hill
Economics, Economics
Wells Fargo Bank 2009 - Present
BancorpSouth 2006 - February 2009
New York Life Insurance Company 2004 - 2005
Skills
Investments, Series 7, Banking, Series 63, Insurance, Loans, Series 6, Wealth, Wealth Management, Commercial Lending, Relationship Management, Succession Planning, Private Banking, Teamwork, Partnerships, Risk Management, Small Business Lending, Custom Credit, New Client Acquisitions
Education
St. Mary's College of Maryland
Economics, Economics
University of North Carolina at Chapel Hill
Economics, Economics
Octavia Howell's New York Life Insurance Company Experience August 2015 - Present
Job Corporate Vice President Network Security Operations
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company November 2013 - August 2015
New York Life Insurance Company February 2011 - November 2013
Freddie Mac November 2008 - January 2011
Freddie Mac December 2006 - November 2007
Freddie Mac July 2006 - December 2006
Skills
Unix, Security, TCP/IP, Network Security, DNS, Perl, Firewalls, Visio, F5 BigIP, BMC Remedy, Linux, Network Design, ASA, Troubleshooting, Networking, Enterprise Architecture, Checkpoint, MySQL, JavaScript, SDLC, Virtualization, Data Center, Computer Security, Penetration Testing, Disaster Recovery, VoIP, iPlanet Web Proxy Server, Siteminder Proxy Server, Bluecoat Proxies, Operating Budgets, McAfee Antivirus, Bluecoat Antivirus, Checkpoint Security, DataPower, Red Hat Linux, PKI, Cisco Access Points, SSL Certificates, Routing, Data Security, Databases, Vendor Management, Infrastructure, Information Security
Education
Spelman College 2002 — 2006
Bachelor of Science (B.S.), Computer Science
New York Life Insurance Company August 2015 - Present
New York Life Insurance Company November 2013 - August 2015
New York Life Insurance Company February 2011 - November 2013
Freddie Mac November 2008 - January 2011
Freddie Mac December 2006 - November 2007
Freddie Mac July 2006 - December 2006
Skills
Unix, Security, TCP/IP, Network Security, DNS, Perl, Firewalls, Visio, F5 BigIP, BMC Remedy, Linux, Network Design, ASA, Troubleshooting, Networking, Enterprise Architecture, Checkpoint, MySQL, JavaScript, SDLC, Virtualization, Data Center, Computer Security, Penetration Testing, Disaster Recovery, VoIP, iPlanet Web Proxy Server, Siteminder Proxy Server, Bluecoat Proxies, Operating Budgets, McAfee Antivirus, Bluecoat Antivirus, Checkpoint Security, DataPower, Red Hat Linux, PKI, Cisco Access Points, SSL Certificates, Routing, Data Security, Databases, Vendor Management, Infrastructure, Information Security
Education
Spelman College 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Glen Starnes's New York Life Insurance Company Experience January 2004 - January 2006
Job Professional City Manager
Industry Government Administration
Experience
City of Grantville January 2010 - Present
2008-2010City Manager October 2008 - January 2010
Southwest Asset Management April 1996 - October 2008
City of Eagle Pass March 2007 - June 2008
City of Eagle Pass April 2007 - April 2008
New York Life Insurance Company January 2004 - January 2006
Gerson-Lehrman Group January 2000 - February 2005
U.S. House of Representatives January 1999 - November 2001
Skills
Budgeting, Operations Management, Strategic Planning, Team Building, Customer Relations, Employee Relations, Forecasting, Business Planning, Problem Solving, Team Leadership, Team Management, Compliance
Education
St. Mary's University 1984 — 1989
BA, Business Administration
St. Mary's UniversitySan AntonioPolitical Science
University of RochvilleMarylandBBA
MBA/PHD
City of Grantville January 2010 - Present
2008-2010City Manager October 2008 - January 2010
Southwest Asset Management April 1996 - October 2008
City of Eagle Pass March 2007 - June 2008
City of Eagle Pass April 2007 - April 2008
New York Life Insurance Company January 2004 - January 2006
Gerson-Lehrman Group January 2000 - February 2005
U.S. House of Representatives January 1999 - November 2001
Skills
Budgeting, Operations Management, Strategic Planning, Team Building, Customer Relations, Employee Relations, Forecasting, Business Planning, Problem Solving, Team Leadership, Team Management, Compliance
Education
St. Mary's University 1984 — 1989
BA, Business Administration
St. Mary's UniversitySan AntonioPolitical Science
University of RochvilleMarylandBBA
MBA/PHD
Ted Heckel's New York Life Insurance Company Experience June 2008 - March 2013
Job American Senior Benefits. Medicare Life Annuities
Industry Insurance
Experience
American Senior Benefits March 2013 - Present
New York Life Insurance Company June 2008 - March 2013
Skills
Life Insurance, Fixed Annuities, Whole Life, Term Life Insurance, Retirement Planning, Long Term Care Insurance, Medicare, Health Insurance, Disability Insurance, Long-term Care, Retirement, Insurance, Strategic Planning
Education
St. John's University
ST. John's University
Sales & Marketing, Business
Massapequa High School
American Senior Benefits March 2013 - Present
New York Life Insurance Company June 2008 - March 2013
Skills
Life Insurance, Fixed Annuities, Whole Life, Term Life Insurance, Retirement Planning, Long Term Care Insurance, Medicare, Health Insurance, Disability Insurance, Long-term Care, Retirement, Insurance, Strategic Planning
Education
St. John's University
ST. John's University
Sales & Marketing, Business
Massapequa High School
Carrie Callaway's New York Life Insurance Company Experience 2012 - 2013
Job Financial Professional/Broker at Symmetry Financial Group
Industry Higher Education
Experience
Symmetry Financial Group January 2014 - Present
University of Alabama August 2000 - Present
Beulah 2004 - 2014
Beulah 2004 - 2014
Beulah 2004 - 2014
New York Life Insurance Company 2012 - 2013
The Greater Bible Way Temple 1993 - 2000
Skills
Teaching, Tutoring, Research, Statistics, Microsoft Office, Curriculum Design, Public Speaking, Writing, PowerPoint, Word, Excel, Event Planning, Counseling, InDesign, Editing, Photoshop, Mathematics, Fundraising, Customer Service, Community Outreach, Data Analysis, Public Relations, Event Management, Access, Programming, Entrepreneurship, Supervisory Skills, Adobe Creative Suite, Facebook, Press Releases, AutoCAD, Community Relations, Stories, Teamwork, Non-profits, Leadership Development, Microsoft Excel, Nonprofits, Outlook, Strategic Planning, Leadership, Volunteer Management, Program Development, Higher Education, Coaching, Grant Writing
Education
Spring Arbor University
Studied Mathematics and Physics
Tuskegee Institute (Tuskegee University)
BS, Electrical Engineering, minors in Mathematics and Modern Physics
Symmetry Financial Group January 2014 - Present
University of Alabama August 2000 - Present
Beulah 2004 - 2014
Beulah 2004 - 2014
Beulah 2004 - 2014
New York Life Insurance Company 2012 - 2013
The Greater Bible Way Temple 1993 - 2000
Skills
Teaching, Tutoring, Research, Statistics, Microsoft Office, Curriculum Design, Public Speaking, Writing, PowerPoint, Word, Excel, Event Planning, Counseling, InDesign, Editing, Photoshop, Mathematics, Fundraising, Customer Service, Community Outreach, Data Analysis, Public Relations, Event Management, Access, Programming, Entrepreneurship, Supervisory Skills, Adobe Creative Suite, Facebook, Press Releases, AutoCAD, Community Relations, Stories, Teamwork, Non-profits, Leadership Development, Microsoft Excel, Nonprofits, Outlook, Strategic Planning, Leadership, Volunteer Management, Program Development, Higher Education, Coaching, Grant Writing
Education
Spring Arbor University
Studied Mathematics and Physics
Tuskegee Institute (Tuskegee University)
BS, Electrical Engineering, minors in Mathematics and Modern Physics
Grant Markgraf's New York Life Insurance Company Experience May 2015 - June 2015
Job Vice President National Accounts at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. July 2015 - Present
New York Life Insurance Company May 2015 - June 2015
RevenueShares June 2013 - May 2015
First Trust August 2005 - June 2013
Skills
Series 7, Investments, Series 63, Financial Advisory, Portfolio Management, Series 65, Separately Managed..., Investment Management, Sales, Strategic Financial..., Employee Benefits, Insurance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Uniform Combined State..., Client Services, Financial Planning, Mutual Funds, ETFs, Presentations & Public..., Advisor Business..., Client Service, Relationship Development, Teamwork
Education
St. Norbert College 2001 — 2005
BA, Communications & Philosophy
CNL Securities Corp. July 2015 - Present
New York Life Insurance Company May 2015 - June 2015
RevenueShares June 2013 - May 2015
First Trust August 2005 - June 2013
Skills
Series 7, Investments, Series 63, Financial Advisory, Portfolio Management, Series 65, Separately Managed..., Investment Management, Sales, Strategic Financial..., Employee Benefits, Insurance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Uniform Combined State..., Client Services, Financial Planning, Mutual Funds, ETFs, Presentations & Public..., Advisor Business..., Client Service, Relationship Development, Teamwork
Education
St. Norbert College 2001 — 2005
BA, Communications & Philosophy
Alex Jennings (Zirbel), MBA's New York Life Insurance Company Experience March 2014 - Present
Job Engagement Director at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Skills
Recruiting, Temporary Staffing, VMS, Management, Office Management, Employee Counseling, Project Management, Payroll, PEO, Exceptional People..., Account Management, Building Relationships, Customer Retention, Customer Service, Employee Benefits, Cold Calling, Employee Relations, Executive Search, Human Resources, Insurance, Leadership, Marketing, Staffing Services, Talent Acquisition, Team Building, Temporary Placement, Time Management, Salesforce.com, Relationship Building
Education
St. Petersburg College 2014 — 2015
Project Management Certificate
University of South Florida 2009 — 2012
Master of Business Administration (MBA)
Union College 2005 — 2009
Bachelor of Social Science
New York Life Insurance Company March 2014 - Present
Skills
Recruiting, Temporary Staffing, VMS, Management, Office Management, Employee Counseling, Project Management, Payroll, PEO, Exceptional People..., Account Management, Building Relationships, Customer Retention, Customer Service, Employee Benefits, Cold Calling, Employee Relations, Executive Search, Human Resources, Insurance, Leadership, Marketing, Staffing Services, Talent Acquisition, Team Building, Temporary Placement, Time Management, Salesforce.com, Relationship Building
Education
St. Petersburg College 2014 — 2015
Project Management Certificate
University of South Florida 2009 — 2012
Master of Business Administration (MBA)
Union College 2005 — 2009
Bachelor of Social Science
Geoff Grabiel's New York Life Insurance Company Experience July 2010 - March 2012
Job Client Service Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
AccuQuote March 2012 - June 2013
New York Life Insurance Company July 2010 - March 2012
Allstate Financial December 2007 - December 2009
Allstate Financial April 2005 - December 2007
Allstate Financial September 2002 - April 2005
Allstate Financial January 2001 - September 2002
Computer Discount Warehouse September 1999 - January 2001
Muscatine Communications March 1997 - September 1999
Skills
Leadership, Insurance, Life Insurance, Sales, Fixed Annuities, Team Building, Process Improvement, Financial Services, Customer Service, Strategy
Education
St. Norbert College 1991 — 1995
Bachelor of Arts, Media Communications
Wells Fargo June 2013 - Present
AccuQuote March 2012 - June 2013
New York Life Insurance Company July 2010 - March 2012
Allstate Financial December 2007 - December 2009
Allstate Financial April 2005 - December 2007
Allstate Financial September 2002 - April 2005
Allstate Financial January 2001 - September 2002
Computer Discount Warehouse September 1999 - January 2001
Muscatine Communications March 1997 - September 1999
Skills
Leadership, Insurance, Life Insurance, Sales, Fixed Annuities, Team Building, Process Improvement, Financial Services, Customer Service, Strategy
Education
St. Norbert College 1991 — 1995
Bachelor of Arts, Media Communications
Jon Karnofsky's New York Life Insurance Company Experience 1995 - 1997
Job
Industry Financial Services
Experience
The Governor and Company of the Bank of Ireland September 2010 - Present
HSH Nordbank AG June 2003 - September 2009
Bayerische Hypo- und Vereinsbank AG 1998 - 2003
New York Life Insurance Company 1995 - 1997
Baker & McKenzie 1993 - 1995
Kelley Drye & Warren LLP 1991 - 1993
National Securities Clearing Corporation 1989 - 1990
European American Bank 1973 - 1988
Skills
Structured Finance, Banking
Education
St. John's University School of Law 1974 — 1978
JD, Law
Eisenhower College of the Rochester Institute of Technology 1969 — 1973
BA, Political Science/History
The Governor and Company of the Bank of Ireland September 2010 - Present
HSH Nordbank AG June 2003 - September 2009
Bayerische Hypo- und Vereinsbank AG 1998 - 2003
New York Life Insurance Company 1995 - 1997
Baker & McKenzie 1993 - 1995
Kelley Drye & Warren LLP 1991 - 1993
National Securities Clearing Corporation 1989 - 1990
European American Bank 1973 - 1988
Skills
Structured Finance, Banking
Education
St. John's University School of Law 1974 — 1978
JD, Law
Eisenhower College of the Rochester Institute of Technology 1969 — 1973
BA, Political Science/History
Richard LaMarca's New York Life Insurance Company Experience April 2006 - September 2010
Job Experienced Human Resources Professional
Industry Government Administration
Experience
Town of Oyster Bay June 2012 - Present
New York Life Insurance Company April 2006 - September 2010
New York Life Insurance Company February 2003 - March 2006
New York Life Insurance Company December 2000 - January 2003
New York Life International September 1995 - December 2000
New York Life International January 1990 - August 1995
New York Life Insurance Company May 1987 - December 1989
National Life of Vermont June 1986 - April 1987
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Investments, Insurance, Financial Reporting, Risk Management, Budgets, Microsoft Excel, Finance, Banking, Financial Modeling, Accounting, Financial Services, Credit, Human Resources, Leadership, Employee Benefits, Management, Performance Management, Employee Relations
Education
Villanova University
Bachelor of Science (BS), Business Administration with a concentration in International Business
St. John's University
Master of Business Administration (MBA), Finance
Town of Oyster Bay June 2012 - Present
New York Life Insurance Company April 2006 - September 2010
New York Life Insurance Company February 2003 - March 2006
New York Life Insurance Company December 2000 - January 2003
New York Life International September 1995 - December 2000
New York Life International January 1990 - August 1995
New York Life Insurance Company May 1987 - December 1989
National Life of Vermont June 1986 - April 1987
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., Investments, Insurance, Financial Reporting, Risk Management, Budgets, Microsoft Excel, Finance, Banking, Financial Modeling, Accounting, Financial Services, Credit, Human Resources, Leadership, Employee Benefits, Management, Performance Management, Employee Relations
Education
Villanova University
Bachelor of Science (BS), Business Administration with a concentration in International Business
St. John's University
Master of Business Administration (MBA), Finance
Jerry Eisenberg's New York Life Insurance Company Experience 2009 - Present
Job TREASURE,CFO at Metro Refunds
Industry Accounting
Experience
New York Life Insurance Company 2009 - Present
Metro Refunds January 1991 - Present
Skills
Tax Preparation, Tax, Income Tax, Accounting, Tax Returns, Corporate Tax, Financial Reporting, Sales Tax, Financial Accounting, Pensions Specialist, Mutual Funds, Insurance, Not for Profit
Education
St. Francis College
Accounting and Finance
St. Francis College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Francis College
Bachelor of Science (BSc)
New York Life Insurance Company 2009 - Present
Metro Refunds January 1991 - Present
Skills
Tax Preparation, Tax, Income Tax, Accounting, Tax Returns, Corporate Tax, Financial Reporting, Sales Tax, Financial Accounting, Pensions Specialist, Mutual Funds, Insurance, Not for Profit
Education
St. Francis College
Accounting and Finance
St. Francis College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Francis College
Bachelor of Science (BSc)
John Kirkutis's New York Life Insurance Company Experience August 2010 - September 2012
Job Sales, Marketing and Mortgage Banking Professional
Industry Financial Services
Experience
Interstate Restoration September 2012 - August 2015
New York Life Insurance Company August 2010 - September 2012
Bank of America January 2005 - May 2010
Colorado Capital Bank July 2007 - June 2008
Countrywide Home Loan Inc February 2003 - June 2007
Colorado Business Bank February 2001 - February 2003
Eagle Valley Mortgage April 1998 - January 2001
Norwest Mortgage February 1996 - March 1998
Skills
New Business Development, Business Development, Ski, Golf, Hunting, Hiking, Marketing Strategy, Investment Properties, Investments, Selling, Mortgage Lending, Mortgage Banking, Real Estate, Tax, Loans, Marketing, Strategic Planning, Team Building, Contract Negotiation, Event Planning, First Time Home Buyers, Residential Homes, Sales Management, Sellers, Real Estate Transactions, Investors
Education
Springfield College 1987 — 1991
BS, Business Management
Interstate Restoration September 2012 - August 2015
New York Life Insurance Company August 2010 - September 2012
Bank of America January 2005 - May 2010
Colorado Capital Bank July 2007 - June 2008
Countrywide Home Loan Inc February 2003 - June 2007
Colorado Business Bank February 2001 - February 2003
Eagle Valley Mortgage April 1998 - January 2001
Norwest Mortgage February 1996 - March 1998
Skills
New Business Development, Business Development, Ski, Golf, Hunting, Hiking, Marketing Strategy, Investment Properties, Investments, Selling, Mortgage Lending, Mortgage Banking, Real Estate, Tax, Loans, Marketing, Strategic Planning, Team Building, Contract Negotiation, Event Planning, First Time Home Buyers, Residential Homes, Sales Management, Sellers, Real Estate Transactions, Investors
Education
Springfield College 1987 — 1991
BS, Business Management
Lorraine Michelle Corrente's New York Life Insurance Company Experience January 2009 - March 2012
Job Sr. Communication Specialist Communicating Your Message is My Passion
Industry Insurance
Experience
Freelance Writing, Personal Assistant June 2015 - Present
EmblemHealth October 2012 - Present
EmblemHealth June 2012 - Present
New York Life Insurance Company January 2009 - March 2012
New York Life Insurance Company January 2004 - January 2009
New York Life Insurance Company January 2002 - January 2004
St. Nicholas of Tolentine School September 1982 - June 1983
Skills
Editorial, Project Management, Internal Communications, Website Development, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, Long-term Care, Securities, Mutual Funds, IRAs, Strategic Financial..., Series 6, Disability Insurance, Management, Strategic Planning, Social Media, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Budgets, Publications, Strategy, Editing, Content Development, Web Content, Press Releases, Media Relations, Marketing Communications, Crisis Communications, Sales, Employee Benefits, Communications Planning, Content Strategy, Creative Direction, Program Management, Email Marketing, Content Management, Copy Editing, Web Content Management, Communication Training, Integrated Marketing, Public Relations, Health Insurance, Speech Writing
Education
Saint John's University 1979 — 1982
BA, English
St. John's University 1978 — 1982
Bachelor's degree, Communications
Freelance Writing, Personal Assistant June 2015 - Present
EmblemHealth October 2012 - Present
EmblemHealth June 2012 - Present
New York Life Insurance Company January 2009 - March 2012
New York Life Insurance Company January 2004 - January 2009
New York Life Insurance Company January 2002 - January 2004
St. Nicholas of Tolentine School September 1982 - June 1983
Skills
Editorial, Project Management, Internal Communications, Website Development, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, Long-term Care, Securities, Mutual Funds, IRAs, Strategic Financial..., Series 6, Disability Insurance, Management, Strategic Planning, Social Media, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Budgets, Publications, Strategy, Editing, Content Development, Web Content, Press Releases, Media Relations, Marketing Communications, Crisis Communications, Sales, Employee Benefits, Communications Planning, Content Strategy, Creative Direction, Program Management, Email Marketing, Content Management, Copy Editing, Web Content Management, Communication Training, Integrated Marketing, Public Relations, Health Insurance, Speech Writing
Education
Saint John's University 1979 — 1982
BA, English
St. John's University 1978 — 1982
Bachelor's degree, Communications
Leonard Andrews's New York Life Insurance Company Experience December 2011 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group, Long Island Metro 2015 - Present
New York Life Insurance Company December 2011 - 2014
Skills
Insurance, Customer Service, Outlook, Microsoft Word, Customer Relations, Word, Financial Analysis, Financial Planning, Recruiting, Human Resources, Coaching, Budgeting, Team Building, Team Leadership, Team Management, Team Motivation, Strategic Planning, Public Speaking, Sales Management, Sales Operations, Outside Sales, Hiring, Management, Social Media, Problem Solving, Disability Insurance, Sales, Retirement, Financial Services, Marketing, Leadership, Small Business, Long Term Care Insurance, Investments, Finance, Life Insurance, Fixed Annuities, Retail, Retirement Planning, Long-term Care, Term Life Insurance, Cold Calling, Health Insurance, Customer Retention, Risk Management, Microsoft Office, Employee Benefits, Event Management, Merchandising, Negotiation
Education
Saint John's University
Bachelor of Science (BS), Business Administration and Management, General
St. John's University
Bachelor’s Degree, Business Administration and Management, General
MassMutual Financial Group, Long Island Metro 2015 - Present
New York Life Insurance Company December 2011 - 2014
Skills
Insurance, Customer Service, Outlook, Microsoft Word, Customer Relations, Word, Financial Analysis, Financial Planning, Recruiting, Human Resources, Coaching, Budgeting, Team Building, Team Leadership, Team Management, Team Motivation, Strategic Planning, Public Speaking, Sales Management, Sales Operations, Outside Sales, Hiring, Management, Social Media, Problem Solving, Disability Insurance, Sales, Retirement, Financial Services, Marketing, Leadership, Small Business, Long Term Care Insurance, Investments, Finance, Life Insurance, Fixed Annuities, Retail, Retirement Planning, Long-term Care, Term Life Insurance, Cold Calling, Health Insurance, Customer Retention, Risk Management, Microsoft Office, Employee Benefits, Event Management, Merchandising, Negotiation
Education
Saint John's University
Bachelor of Science (BS), Business Administration and Management, General
St. John's University
Bachelor’s Degree, Business Administration and Management, General
Jonathan Judy's New York Life Insurance Company Experience June 2013 - September 2013
Job Department Supervisor Home Depot
Industry Retail
Experience
The Home Depot February 2014 - Present
New York Life Insurance Company June 2013 - September 2013
Southeastern Baptist Theological Seminary June 2012 - May 2013
Southeastern Baptist Theological Seminary November 2011 - May 2013
LearningRx January 2012 - August 2012
Deer Park Baptist Church February 2005 - July 2011
Skills
Preaching, Pastoral Care, Public Speaking, Non-profits, Discipleship, Research, Teaching, Leadership Development, Event Management, Community Outreach, Higher Education, Curriculum Design, Team Leadership, Event Planning, Coaching, Fundraising, Microsoft Office, Curriculum Development, Customer Service, PowerPoint, Religion, Church Events, Leadership, Nonprofits
Education
Southwestern Baptist Theological Seminary 2007 — 2012
Master of Divinity (MDiv)
Southwestern Baptist Theological Seminary 1995 — 1999
Master of Arts, Theology/Theological Studies
Virginia Polytechnic Institute and State University 1987 — 1992
BS, Public Administration
The Home Depot February 2014 - Present
New York Life Insurance Company June 2013 - September 2013
Southeastern Baptist Theological Seminary June 2012 - May 2013
Southeastern Baptist Theological Seminary November 2011 - May 2013
LearningRx January 2012 - August 2012
Deer Park Baptist Church February 2005 - July 2011
Skills
Preaching, Pastoral Care, Public Speaking, Non-profits, Discipleship, Research, Teaching, Leadership Development, Event Management, Community Outreach, Higher Education, Curriculum Design, Team Leadership, Event Planning, Coaching, Fundraising, Microsoft Office, Curriculum Development, Customer Service, PowerPoint, Religion, Church Events, Leadership, Nonprofits
Education
Southwestern Baptist Theological Seminary 2007 — 2012
Master of Divinity (MDiv)
Southwestern Baptist Theological Seminary 1995 — 1999
Master of Arts, Theology/Theological Studies
Virginia Polytechnic Institute and State University 1987 — 1992
BS, Public Administration
Kathleen Lindvall's New York Life Insurance Company Experience January 2015 - September 2015
Job Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals.
Industry Financial Services
Experience
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company January 2015 - September 2015
Lincoln Technical Institute September 2005 - September 2014
Gibbs College August 1999 - July 2005
Skills
Life Insurance, Public Speaking, Higher Education, Admissions, Term Life Insurance, Whole Life Insurance, Customer Service, Staff Development, Team Building, Curriculum Development, Teaching, Training, Coaching, Career Development, Leadership, Community Outreach, Resume Writing
Education
St. Cloud State University
MassMutual Financial Group September 2015 - Present
New York Life Insurance Company January 2015 - September 2015
Lincoln Technical Institute September 2005 - September 2014
Gibbs College August 1999 - July 2005
Skills
Life Insurance, Public Speaking, Higher Education, Admissions, Term Life Insurance, Whole Life Insurance, Customer Service, Staff Development, Team Building, Curriculum Development, Teaching, Training, Coaching, Career Development, Leadership, Community Outreach, Resume Writing
Education
St. Cloud State University
Chonda Saine, MBA, ECMp's New York Life Insurance Company Experience December 2011 - June 2012
Job Solutions Engineer at Hyland Software
Industry Computer Software
Experience
Hyland Software September 2012 - Present
New York Life Insurance Company December 2011 - June 2012
Application Link Incorporated November 2006 - January 2012
Skills
Customer Support, Service Management, Service-Now, Technical Staff..., Product Support, System Deployment, Technical Support, Business Analysis, Training, Software Implementation, SDLC, DSDM, Requirements Gathering, Leadership, Software Documentation, Hands-on Training, Requirements Analysis, Troubleshooting, Visio, Insurance, Enterprise Content..., Software Consulting, Public Speaking, Management, Customer Service, HTML, Databases
Education
Spring Arbor University 2002 — 2004
Master of Business Administration (MBA), Information Technology
Hyland Software September 2012 - Present
New York Life Insurance Company December 2011 - June 2012
Application Link Incorporated November 2006 - January 2012
Skills
Customer Support, Service Management, Service-Now, Technical Staff..., Product Support, System Deployment, Technical Support, Business Analysis, Training, Software Implementation, SDLC, DSDM, Requirements Gathering, Leadership, Software Documentation, Hands-on Training, Requirements Analysis, Troubleshooting, Visio, Insurance, Enterprise Content..., Software Consulting, Public Speaking, Management, Customer Service, HTML, Databases
Education
Spring Arbor University 2002 — 2004
Master of Business Administration (MBA), Information Technology
Stephanie Frawley's New York Life Insurance Company Experience November 1984 - Present
Job Vice President Claims at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 1984 - Present
Skills
Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Management, Term Life Insurance, Training, IRAs
Education
Saint John's University 1980 — 1984
BS, Management
St. John's University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company November 1984 - Present
Skills
Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Management, Term Life Insurance, Training, IRAs
Education
Saint John's University 1980 — 1984
BS, Management
St. John's University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
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
Amanda Vreeland's New York Life Insurance Company Experience 2006 - Present
Job Office Manager at New York Life Insurance Company
Industry Hospital & Health Care
Experience
New York Life Insurance Company 2006 - Present
Center for Diagnostic Imaging January 2011 - July 2011
Saint Gabriel's Hospital, Little Falls, MN January 2011 - July 2011
St. Cloud Hospital September 2008 - October 2009
REM Health, Inc. June 2005 - September 2007
St. Cloud Hospital January 2006 - October 2006
Education
St. Cloud Technical and Community College 2009 — 2011
AAS, Diagnostic Medical Sonography
St. Cloud State University 2005 — 2007
BS, Biomedical Sciences
University of Wisconsin-Madison 2003 — 2005
New York Life Insurance Company 2006 - Present
Center for Diagnostic Imaging January 2011 - July 2011
Saint Gabriel's Hospital, Little Falls, MN January 2011 - July 2011
St. Cloud Hospital September 2008 - October 2009
REM Health, Inc. June 2005 - September 2007
St. Cloud Hospital January 2006 - October 2006
Education
St. Cloud Technical and Community College 2009 — 2011
AAS, Diagnostic Medical Sonography
St. Cloud State University 2005 — 2007
BS, Biomedical Sciences
University of Wisconsin-Madison 2003 — 2005
Joshua Boswell's New York Life Insurance Company Experience December 2004 - 2007
Job Field Coordinator
Industry Oil & Energy
Experience
Universal Pressure Pumping, INC October 2014 - Present
Platinum Energy Solutions April 2014 - October 2014
United Parcel Service February 2008 - April 2014
New York Life Insurance Company December 2004 - 2007
Skills
Account Management, Business Development, CRM, Customer Service, Human Resources, Leadership, Inspection, Microsoft Office, Negotiation, Selling, Strategy, Team Building, Sales
Education
St. Mary's University 1998 — 2002
Bachelor of Arts (BA), Communication and Media Studies
Oshacampus.com 2013 — 2013
HAZWOPER 40 Hour, OSHA 29 CFR 1910.120
Oshacampus.com 2013 — 2013
OSHA 30 Hour General Industry
West Texas Safety Training Center 2013 — 2013
Rig Pass/Safeland - IADC
RC Health Services 2014 — 2014
Heartsaver First Aid CPR AED
Universal Pressure Pumping, INC October 2014 - Present
Platinum Energy Solutions April 2014 - October 2014
United Parcel Service February 2008 - April 2014
New York Life Insurance Company December 2004 - 2007
Skills
Account Management, Business Development, CRM, Customer Service, Human Resources, Leadership, Inspection, Microsoft Office, Negotiation, Selling, Strategy, Team Building, Sales
Education
St. Mary's University 1998 — 2002
Bachelor of Arts (BA), Communication and Media Studies
Oshacampus.com 2013 — 2013
HAZWOPER 40 Hour, OSHA 29 CFR 1910.120
Oshacampus.com 2013 — 2013
OSHA 30 Hour General Industry
West Texas Safety Training Center 2013 — 2013
Rig Pass/Safeland - IADC
RC Health Services 2014 — 2014
Heartsaver First Aid CPR AED
Deborah Meier, CLU's New York Life Insurance Company Experience November 1993 - Present
Job President at McFarland & Associates, Inc.
Industry Insurance
Experience
New York Life Insurance Company November 1993 - Present
McFarland & Associates, Inc. August 1985 - Present
McFarland & Associates, Inc. August 1984 - Present
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Employee Benefits
Education
The American College 1986 — 1993
Chartered Life Underwriter, Insurance, Investments, Employee Benefits, Retirement Planning
Southwestern Oklahoma State University
Master's Degree in Education, Counseling
University of Oklahoma 1970 — 1973
Bachelor's Degree, Education
New York Life Insurance Company November 1993 - Present
McFarland & Associates, Inc. August 1985 - Present
McFarland & Associates, Inc. August 1984 - Present
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Insurance, Long Term Care Insurance, Employee Benefits
Education
The American College 1986 — 1993
Chartered Life Underwriter, Insurance, Investments, Employee Benefits, Retirement Planning
Southwestern Oklahoma State University
Master's Degree in Education, Counseling
University of Oklahoma 1970 — 1973
Bachelor's Degree, Education
Jeremy Martins's New York Life Insurance Company Experience November 2011 - January 2012
Job Student at St. John's University
Industry Banking
Experience
St. John's University February 2014 - May 2014
TD BANK March 2010 - August 2012
New York Life Insurance Company November 2011 - January 2012
Skills
Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Access, Bloomberg Software, FactSet, Critical Thinking, At Multitasking, Comparative Analysis, Team Leadership, Annual Reports, 10K, 10Q, Fundamental Analysis, Comparable Analysis, Ratios, Information Technology, Data Analysis, Data Management, Data Entry, Forecasting, Financial Statements, Financial Statement..., Consolidated Financial..., Revenue Forecasting, Market Share, Market Share Analysis, Equity Valuation, DCF Valuation, Cash Flow Statements, Cash Flow Analysis, Investment Valuation, Valuation Modeling, Nutrition, Healthy Lifestyle, Fitness, Finance, Banking, Portfolio Management, Mutual Funds, Valuation, Cash Flow, Equities, Securities, Sales, Insurance
Education
St. John's University 2011 — 2015
Bachelor of Science, Finance, 3.0
St. John's University February 2014 - May 2014
TD BANK March 2010 - August 2012
New York Life Insurance Company November 2011 - January 2012
Skills
Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Access, Bloomberg Software, FactSet, Critical Thinking, At Multitasking, Comparative Analysis, Team Leadership, Annual Reports, 10K, 10Q, Fundamental Analysis, Comparable Analysis, Ratios, Information Technology, Data Analysis, Data Management, Data Entry, Forecasting, Financial Statements, Financial Statement..., Consolidated Financial..., Revenue Forecasting, Market Share, Market Share Analysis, Equity Valuation, DCF Valuation, Cash Flow Statements, Cash Flow Analysis, Investment Valuation, Valuation Modeling, Nutrition, Healthy Lifestyle, Fitness, Finance, Banking, Portfolio Management, Mutual Funds, Valuation, Cash Flow, Equities, Securities, Sales, Insurance
Education
St. John's University 2011 — 2015
Bachelor of Science, Finance, 3.0
William Mihalik/NYLIC's New York Life Insurance Company Experience August 1984 - Present
Job Applications Engineer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 1984 - Present
Education
University of Nebraska-Lincoln 1972 — 1972
American Literature (United States)
St. Lawrence University 1966 — 1970
Bachelor of Arts (B.A.), English Language and Literature, General
New York Life Insurance Company August 1984 - Present
Education
University of Nebraska-Lincoln 1972 — 1972
American Literature (United States)
St. Lawrence University 1966 — 1970
Bachelor of Arts (B.A.), English Language and Literature, General
Thomas J. Caterina's New York Life Insurance Company Experience 2012 - 2012
Job Commonwealth of Massachusetts/ Registry of Deeds
Industry Government Administration
Experience
D1 Hockey Skills, LLC April 2013 - Present
New York Life Insurance Company 2012 - 2012
Draper Laboratory September 1999 - March 2011
US Navy January 1995 - January 1999
Education
Springfield College 2005 — 2008
Bachelor's Degree, Cum Laude, Human Services/Community Youth Development and Leadership
D1 Hockey Skills, LLC April 2013 - Present
New York Life Insurance Company 2012 - 2012
Draper Laboratory September 1999 - March 2011
US Navy January 1995 - January 1999
Education
Springfield College 2005 — 2008
Bachelor's Degree, Cum Laude, Human Services/Community Youth Development and Leadership
Jane Jo's New York Life Insurance Company Experience 2011 - 2013
Job Floor Supervision at Oishi Inc.
Industry Restaurants
Experience
KO Modern Korean Restaurant June 2014 - Present
Oishi Japanese, Thai & Korean Restaurant December 2006 - Present
New York Life Insurance Company 2011 - 2013
Skills
Customer Satisfaction, Hospitality, Retail, Community Outreach, Customer Service, Community Engagement, Teaching, Communication, Learning Quickly, Fast-paced, Restaurant Management, Restaurants, Sales, Microsoft Office, Teamwork, Time Management
Education
St. John's University 2006 — 2011
Bachelor of Science (B.S.), Early Childhood Education and Teaching, Kindergarden - 5th Grade
KO Modern Korean Restaurant June 2014 - Present
Oishi Japanese, Thai & Korean Restaurant December 2006 - Present
New York Life Insurance Company 2011 - 2013
Skills
Customer Satisfaction, Hospitality, Retail, Community Outreach, Customer Service, Community Engagement, Teaching, Communication, Learning Quickly, Fast-paced, Restaurant Management, Restaurants, Sales, Microsoft Office, Teamwork, Time Management
Education
St. John's University 2006 — 2011
Bachelor of Science (B.S.), Early Childhood Education and Teaching, Kindergarden - 5th Grade
Cathleen Manfredi's New York Life Insurance Company Experience January 1978 - December 1988
Job teacher/after school director/parttime insurance
Industry Religious Institutions
Experience
Roman Catholic Diocese of Bridgeport 1998 - 2014
McCollam Insurance June 2006 - August 2012
New York Life Insurance Company January 1978 - December 1988
Skills
Health and disability..., Customer Service, Classroom, Fundraising, Communication
Education
University of Bridgeport 1991 — 1993
Elementary Education and Teaching
St. John's University 1974 — 1978
Bachelor of Arts (B.A.), Sociology
Roman Catholic Diocese of Bridgeport 1998 - 2014
McCollam Insurance June 2006 - August 2012
New York Life Insurance Company January 1978 - December 1988
Skills
Health and disability..., Customer Service, Classroom, Fundraising, Communication
Education
University of Bridgeport 1991 — 1993
Elementary Education and Teaching
St. John's University 1974 — 1978
Bachelor of Arts (B.A.), Sociology
Robert Scotti's New York Life Insurance Company Experience April 1979 - February 1999
Job Equipment Accounting at Skanska USA
Industry Construction
Experience
Skanska USA March 2000 - Present
Skanska USA Civil March 2000 - Present
New York Life Insurance Company April 1979 - February 1999
Education
St. John's University 1969 — 1973
Business Administration and Management, General
Skanska USA March 2000 - Present
Skanska USA Civil March 2000 - Present
New York Life Insurance Company April 1979 - February 1999
Education
St. John's University 1969 — 1973
Business Administration and Management, General
Daniel Pelissier's New York Life Insurance Company Experience May 1985 - December 1985
Job Production Supervisor at FLEXcon
Industry Plastics
Experience
FLEXcon August 1988 - Present
Parker Manufacturing June 1985 - June 1988
New York Life Insurance Company May 1985 - December 1985
Skills
Continuous Improvement, Manufacturing
Education
Springfield College 1971 — 1975
Biology, General
FLEXcon August 1988 - Present
Parker Manufacturing June 1985 - June 1988
New York Life Insurance Company May 1985 - December 1985
Skills
Continuous Improvement, Manufacturing
Education
Springfield College 1971 — 1975
Biology, General