New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
BlackRock March 2014 - Present
New York Life Insurance Company September 2011 - March 2014
New York Life Insurance Company June 2010 - September 2011
Prudential Financial May 2006 - January 2010
Prudential Financial February 2006 - May 2006
New York Life Insurance Company June 2004 - August 2004
Skills
Series 6, Insurance, Claim, Life Insurance, Financial Services, Fixed Annuities, Claims Management, Series 63, Finance, Accounts Receivable, Portfolio Management, Wealth Management, Financial Analysis
Education
Stony Brook University 2002 — 2006
B.S., Business Management
RedMed July 2014 - Present
New York Life Insurance Company February 2013 - July 2014
BioMedix Vascular Solutions August 2010 - September 2012
BioMedix Vascular Solutions August 2010 - September 2012
Stryker Orthopaedics May 2008 - August 2010
Eli Lilly and Company May 2007 - May 2008
Pfizer September 2005 - May 2007
Pfizer August 2000 - September 2005
Conway Southern Express February 1995 - August 2000
Skills
Capital Equipment, Cath Lab, Medical Devices, Interventional..., Cardiology, Surgeons, Operating Room, Endocrinology, Urology, Orthopedic, Pharmaceutical Sales, Territory Management, Sales Force Development
Education
Stephen F. Austin State University 1990 — 1994
Bachelor of Business Administration, Business, Management, Marketing, and Related Support Services
Allstate Financial Services, LLC 2003 - Present
New York Life Insurance Company 2001 - 2003
DataWorld Solutions 1999 - 2001
DataWorld Solutions 1997 - 1999
Vertex Computer Cable and Products 1995 - 1997
Skills
Life Insurance, Fixed Annuities, Insurance, Technical Proficiency, Applied Mathematics, Financial Services, Cross Selling, Needs Based Selling, Analytical Skills, Problem Solving, Microsoft Office, Consultative Selling, Disability Insurance, Actuarial Exams, Electrical Industry, Technical Product...
Education
Stony Brook University 1985 — 1992
Bachelor of Science (BS), Applied Mathematics and Statistics
Charles Rutenberg Realty 2012 - Present
Verizon Business February 2009 - June 2012
First Meridian Mortgage October 2006 - February 2009
Franklin First Financial November 2005 - October 2006
Venortech May 2001 - October 2005
Anaconda Technologies March 1999 - April 2001
New York Life Insurance Company June 1997 - March 1999
Skills
Real Estate, Reality, Real Estate Financing, Real Estate License, Mortgage Lending, Residential Mortgages, Team Building, Team Leadership, Team Management, Real Estate Transactions, Business Strategy, Business Planning, Small Business, Building Business..., Residential Homes, Commercial Real Estate, Commercial Leasing, Loans, Investment Properties, Listings, Relocation, Short Sales, Single Family Homes, REO, Referrals, Buyers, Sales, Buyer Representation, New Home Sales, Leadership, Negotiation, Foreclosures, Investors, First Time Home Buyers, Sellers, Selling, Sales Operations, Credit, Real Estate Development, Luxury, Property Management, Property, Vacation Homes, FHA, New Homes, Leases, Rentals, Resellers, Condos, CRM
Education
Stony Brook University 1995 — 1999
Interdisciplinary of Social Sciences(Education)
Malone University 1994 — 1995
Psychology
Seabreeze High School 1992 — 1994
Bethpage High School 1990 — 1992
Online Trading Academy March 2015 - Present
NSJM, Inc. January 2010 - March 2015
North Shore Mortgage Group 2003 - December 2009
Black Diamond Funds December 2001 - December 2003
New York Life Insurance Company August 1997 - September 2001
JPMorgan Chase, Chase Vista Funds November 1995 - August 1997
Oppenheimer Capital/ Quest for Value May 1994 - November 1995
Colonial Funds July 1992 - May 1994
American Funds February 1987 - July 1992
Skills
Entrepreneurship, Mutual Funds, Marketing, New Business Development, Sales Management, Account Management, Public Speaking, Wholesale, Customer Service, Management, Finance, Training, Executive Management, Small Business, Excellent presentation..., Territory..., Customer Retention, Self Starter, Consultative Selling, Business Acumen, Customer-facing, Customer Relations, Sales&Marketing, Project Management, Business Process..., Life Insurance, Life & Health Insurance..., Variable Life, Variable Annuities, Sailing, Fishing, Outdoorsman, Boating, Separately Managed..., Managed Money, Salesforce.com, Start-ups, Investments, Sales, Sales Process, Relationship Management
Education
Villanova University 1980 — 1982
History
Stetson University 1977 — 1980
History
Great Valley High School 1975 — 1977
Episcopal Acadamy 1972 — 1975
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2012 - Present
Skills
Retirement, Wealth Preservation..., 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Charitable Giving, Customer Service, Finance, Financial Services, Life Insurance, Sales, Securities
Education
State University of New York Empire State College
Accounting and Finance
Casey Auto Group October 2015 - Present
New York Life Insurance Company 2012 - September 2015
HSBC, Consumer Lending May 2001 - August 2011
NYC Transit Authority May 1993 - February 2001
NYS DMV April 1991 - May 1993
Citibank, N.A. March 1989 - May 1991
Manufacturer's Hanover Trust Bank (now Chase) February 1987 - February 1989
Skills
Insurance, Finance, Investments, Leadership, Life Insurance, Fixed Annuities, Strategic Planning, Credit, Budgets, Retirement, Long Term Care Insurance, Risk Management, Estate Planning, Training
Education
Strayer University (VA) 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Virginia Wesleyan College 2008 — 2011
B. A., Business Management
New York Life Insurance Company March 2014 - September 2014
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care
Education
State University of New York College at Oswego 1994 — 1999
Bachelor of Business Administration (BBA), Business
New York Life Insurance Company February 2014 - Present
The Home Depot October 2006 - November 2013
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Estate Planning, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Disability Insurance, Insurance, Life Insurance
Education
Strayer University 2011 — 2015
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Northwest University Kirkland, WA 1996 — 2001
Bachelor's degree, English Literature (British and Commonwealth)
New York Life Insurance Company Client Relationship ManagerMassMutual Financial GroupMay 2011 - April 2013
Mercury Financial Group December 2008 - April 2011
MassMutual Financial Group May 2006 - October 2008
Skills
Health Insurance, Life Insurance, Long-term Care, Disability Insurance, Customer Service
Education
Kaufman High School
Stephen F. Austin State University
Pearson September 2013 - July 2015
U Know U Luv Me - Dog Care August 2011 - 2015
New York Life Insurance Company June 2012 - September 2012
NAIFA-Rochester July 2011 - May 2012
Upstate Special Risk Services, Inc. September 2005 - May 2011
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Permanent Life Insurance, Retirement Planning, Whole Life, Universal Life, Retirement, Insurance, Small Business, 401k
Education
NYS Life, Accident, and Health Licensed
Long Term Care Certified
Thomas Edison State College
SUNY Oswego
Bachelor Degree
Northeast Funding Services April 2015 - Present
Northeast Funding Services 2015 - Present
Albany Broadcasting February 2014 - April 2015
New York Life Insurance Company March 2012 - June 2014
New Stat Designer Service November 2010 - March 2012
Surface Logic February 2004 - October 2008
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Estate Planning, Retirement, Employee Benefits, Business Planning, Training, Management, Accounting, Long-term Care, Disability Insurance, Financial Services, Term Life Insurance
Education
Stetson University 1999 — 2003
Bachelor of Business Administration (BBA), Sales and Marketing, 3.4
Allen D. Nease High School 1995 — 1999
HS Diploma, Business, Management, Marketing, and Related Support Services
BIC Group, LLC June 2015 - Present
Universal Financial Consultants April 2007 - December 2013
Old Mutual Asset Management January 2006 - April 2007
Security Benefit January 2004 - January 2006
Transamerica January 2002 - November 2003
Lincoln Financial Distributors January 1997 - January 2002
AIM/Invesco January 1994 - January 1997
New York Life Insurance Company August 1992 - January 1994
Skills
Mutual Funds, Business Development, Alternative Investments, Fixed Annuities, Financial Services, Financial Advisory, New Business Development, Hedge Funds, Sales Management, Start-ups, Account Management, Executive Management, Private Equity, Due Diligence, Salesforce.com, Solution Selling, Indexed Annuities, Insurance, Finance, Territory Development, Tactical Funds, Wealth Management, Investments, Variable Annuities
Education
Stephen F. Austin State University 1985 — 1989
Bachelor of Arts (B.A.)
New York Life Insurance Company December 2013 - Present
Stonehill College 2007 - 2011
Skills
Building Relationships, Business Networking, Life Insurance, Licensed Life Insurance..., Insurance, IRA Rollovers, Grandchild Gifting, Fixed Annuities, Guaranteed Lifetime..., Whole Life, Buy-sell Agreements, Key Person Insurance
Education
Stonehill College 2007 — 2011
NYLIFE Securities LLC July 1993 - Present
New York Life Insurance Company July 1988 - Present
New York Life Insurance Company July 1988 - Present
Skills
Retirement Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Retirement, Small Business, Succession planning, Wealth Preservation...
Education
Stephen F. Austin State University 1974 — 1976
Bachelor of Science (B.S.)
Robert E. Lee High School 1966 — 1969
New York Life Insurance Company February 2013 - Present
Skills
Leadership
Education
Stephen F. Austin State University 2001 — 2006
Bachelor's Degree, Business Administration and Management, General
Stephen F. Austin State University
Business Administration and Management, General
Feliciano Financial Group August 2015 - Present
New York Life Insurance Company December 2014 - July 2015
KLTV December 2013 - December 2014
Skills
Sales, Social Media Marketing, Marketing, Time Management, Social Networking, Leadership, Income Protection, Fixed Annuities, Retirement Income..., Personal Finance, Customer Service, Public Speaking, Social Media, PowerPoint, Microsoft Office
Education
Stephen F. Austin State University 2010 — 2013
Bachelor of Arts (B.A.), Journalism
New York Life Insurance Company February 2014 - Present
Skills
Accounting, Account Reconciliation, General Ledger, Financial Accounting, Accounts Payable, Accounts Receivable, GAAP, QuickBooks, Financial Statements, Insurance, Strategic Financial..., Fixed Annuities, Long Term Care Insurance, Whole Life, Life Insurance, Long-term Care, Financial Reporting
Education
Stillman College 2009 — 2012
Bachelor of Science (BS), Accounting
Northwestern Mutual March 2013 - Present
Wealth Advisory Group LLC January 2012 - March 2013
New York Life Insurance Company May 2010 - January 2012
Bank of America April 2009 - April 2010
Northeast Tae Kwon Do January 2001 - January 2009
Skills
Sales Management, Fixed Annuities, Entrepreneurship, Customer Service, Team Building, Marketing, Outlook, Strategic Financial..., Risk Management, Banking, Public Speaking, Account Management, Insurance, Finance, Wealth Management, Series 7, Recruiting, Sales, Life Insurance, Investments, Financial Analysis, Retirement Planning, Securities, Small Business, Mutual Funds, Employee Benefits, Disability Insurance, Estate Planning, Financial Advisory, Asset Allocation, Financial Services, Long-term Care, IRAs, 401k, Investment Advisory, Wealth Accumulation, Term Life Insurance, Financial Planners, Long Term Care Insurance, Asset Management, Health Insurance, Portfolio Management, High Net Worth..., Pensions, Alternative Investments, Wealth, Whole Life, Personal Finance, Series 63, Financial Modeling
Education
State University of New York Empire State College 2009 — 2011
Bachelors of Science, Business Management and Economics
Shaker High School
Shaker High School
New York Life Insurance Company August 2013 - Present
Skills
Series 6, Investments, Financial Planning, Risk Management, Insurance, PowerPoint, Microsoft Excel, Competitive Intelligence, Competitive Analysis, Competition Research, Skilled Relationship..., Estate Planning, Financial Services, Financial Advisory, Strategic Financial..., Mutual Funds, Sales
Education
State University of New York at Stony Brook 2003 — 2007
Bachelor of Science (BS)
U.S. Wealth Management November 2011 - Present
New York Life Insurance Company May 2011 - October 2011
AWEPA (European Parliamentarians with Africa) September 2010 - December 2010
Stonehill College May 2010 - August 2010
Stonehill College September 2009 - May 2010
Stonehill Undergraduate Research Experience May 2009 - July 2009
Education
Stonehill College 2007 — 2011
Bachelor of Arts, English
Bishop Stang High School 2003 — 2007
High School Diploma
Paychex, Inc. February 2011 - Present
Paychex March 2005 - February 2011
Paychex, Inc July 2003 - March 2005
Paychex, Inc. May 1998 - May 2003
Paychex April 1996 - April 1998
Paychex January 1991 - March 1996
Paychex November 1989 - January 1991
H&M Systems Software, Paramus NJ/Frankfurt, Germany March 1983 - November 1985
New York Life Insurance Company June 1980 - March 1983
Skills
Business Analysis, Process Improvement, Strategic Planning, Team Leadership, Requirements Analysis, Account Management, Requirements Gathering, Cross-functional Team..., Data Analysis, Change Management, Salesforce.com, Vendor Management, Analysis, Training, Business Process..., Leadership, Strategy, CRM, Enterprise Software, Business Intelligence
Education
Stony Brook University 1976 — 1980
BA, Economics
Allianz Global Assistance May 2003 - Present
United Healthcare December 2001 - May 2003
United Healthcare September 1998 - December 2001
United Healthcare February 1996 - September 1998
New York Life Insurance Company April 1991 - February 1996
Equicor April 1988 - April 1991
MetLife January 1986 - April 1988
Skills
Insurance, General Insurance, Underwriting, Travel Insurance, Account Management, Health Insurance, Reinsurance, Training, Sales, Leadership
Education
State University of New York at Stony Brook 1981 — 1985
Bachelor of Science (BS), Mathematics
Q6 Advisors, Inc. August 2010 - Present
New England Financial February 2008 - August 2010
New York Life February 2003 - January 2008
New York Life Insurance Company 2006 - 2008
Education
State University of New York at Stony Brook 2000 — 2002
Computer and Information Sciences
Capital One November 2014 - Present
Citi November 2012 - November 2014
New York Life Insurance Company August 2011 - September 2012
RE/MAX April 2004 - March 2011
Raymond James Financial Inc. February 2003 - August 2003
Skills
Marketing, Investments, Asset Managment, Fixed Annuities, Retirement Planning, Life Insurance, Strategic Financial..., Customer Service, Risk Management, Investment Properties, Real Estate, Strategic Planning, Financial Analysis, New Business Development, Team Leadership, Sales, Financial Advisory, Entrepreneurship, Banking, Finance, Portfolio Management, Negotiation, Leadership, Small Business, Selling, Retirement, Credit, Asset Management, Mortgage Lending, Sellers, Sales Management, Financial Planning
Education
Stetson University 2006 — 2008
MBA, Business
University of South Florida 1999 — 2003
BS, Management Information Systems
CA Technologies December 2014 - Present
Allen Communication Learning Services January 2014 - November 2014
Fitch Learning July 2011 - January 2014
Kaplan Test Prep and Admissions August 2010 - July 2011
New York Life Insurance Company January 2007 - December 2009
New York Life Insurance Company July 2000 - December 2006
Cambridge Capital August 1998 - July 2000
Skills
Business Development, Financial Markets, Management, Sales Management, Sales, Marketing Strategy, Derivatives, Training, Equities, Portfolio Management, Trading, CRM, Risk Management, Financial Services, Negotiation, New Business Development, Mutual Funds, Investments, Account Management, Relationship Management, Business Relationship..., Public Speaking, Consulting, Client Relationship..., Territory Management, Sales Presentations, Strategic Prospecting, Strategic Partnerships, Employee Training, Customer Negotiations, Online Lead Generation, Building New Business, Partner Management, Product Marketing, Workload Automation, Enterprise Software, Fixed Income
Education
State University of New York at Stony Brook
BA
New York Life Insurance Company March 2013 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., LIcensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Fixed Annuities, Long Term Care Insurance, Leadership, Customer Service, Microsoft Office, Sales, Marketing, Life Insurance, Public Speaking, Finance, Team Building
Education
University of Texas at Tyler 2005 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Stephen F. Austin State University 2005 — 2006
Whitehous High School
Main St. Planning Group July 2015 - Present
New York Life Insurance Company July 2001 - Present
New York Life Insurance Company July 2001 - June 2015
Bank of America April 1999 - December 2000
Skills
Financial Services, Retirement Planning, Mutual Funds, Investments, Customer Service, Financial Planning, Sales
Education
State University of New York at Stony Brook
Mechanical Engineering
HW Theatrix February 2015 - Present
New York Life Insurance Company July 2013 - Present
Uptown Players September 2011 - Present
The Home Depot February 2010 - May 2013
Skills
Time Management, Organization, Creativity, Stage Management, Directing, Customer Service, Publicity, Production Managment, Facebook, Creative Writing, Social Media, Marketing, Social Networking, Microsoft Word, Leadership, Microsoft Office, Team Building, Microsoft Excel, Teaching, Nonprofits, Outlook, Theatre, PowerPoint
Education
The University of Texas at Arlington 2010 — 2012
Bachelor of Arts (BA), Theatre/Theatre Arts Management
Stephen F. Austin State University 2008 — 2009
Theatre/Theater
Healthplex, Inc. May 2012 - Present
Nassau County Civil Service May 2011 - Present
David Dysart November 2010 - September 2013
Macy's November 2010 - May 2012
New York Life Insurance Company September 2009 - October 2010
Euro RSCG February 2003 - April 2009
The Home Depot April 2002 - February 2003
LOWE & PARTNERS April 1993 - October 2001
Ogilvy & Mather July 1992 - March 1993
FCB / Leber Katz 1983 - 1992
Skills
Long Term Care, Print Production..., Term Life Insurance, Disability Insurance, Group Benefits, Marketing Strategy, Customer Service, Project Management, Employee Benefits, Long-term Care, Health Insurance
Education
State University of New York Empire State College 2010 — 2013
BS, Business Management
Farmingdale State College - SUNY 1975 — 1978
AAS, Graphic Arts
Freedom Mortgage November 2014 - Present
Continental Home Loans Inc. February 2013 - November 2014
Recovco Mortgage Management July 2010 - November 2012
New York Life Insurance Company August 2009 - April 2011
Merrill Lynch September 2007 - December 2008
American Home Mortgage September 2000 - August 2007
Island Mortgage Network July 1996 - August 2000
Skills
Mortgage, Loans, Due Diligence, Funding, Account Management, Mortgage Lending, Financial Services, Leadership, Risk Management, Management, Banking
Education
State University of New York College at Plattsburgh 1994 — 1996
Suffolk County Community College 1992 — 1994
Associates
New York Life Insurance Company August 2013 - Present
Express Scripts 2004 - 2013
Empire BlueCross Blueshield 2001 - 2004
AT&T 1995 - 2001
Dryden and Petisi Promotions 1994 - 1995
American Express 1991 - 1994
Skills
Direct Mail, Print Production Process, Creative Services, Procurement, Fulfillment Services, Project Management, Corporate Communications, Cross-functional Team..., Direct Marketing, Adobe Acrobat, Pharmacy Benefit..., Marketing Communications, Vendor Management, Print Management, Catalogs, Desktop Publishing, Vendor Relationships, Team Leadership, Operations Management, Integrated Marketing, Management, Advertising
Education
Stony Brook University
New York Life Insurance Company April 2012 - Present
Simon Eye Associates June 2010 - December 2011
Miller Eye Care July 2006 - June 2010
Skills
Microsoft Word, Outlook, Customer Service, Insurance, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Oral & Written..., Training
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's of Science, Environmental Science
Archmere Academy 1989 — 1992
JPMorgan Chase January 2012 - Present
New York Life Insurance Company July 2010 - January 2012
Aegis Communications 2011 - 2011
7-11 Corporation 2007 - January 2010
Education
Stony Brook University 2002 — 2008
Business & Health Science, Finance & Public Health
New York Life Insurance Company November 2000 - Present
Belifenet April 2000 - November 2000
Lewco Securities November 1999 - April 2000
Citibank August 1998 - November 1999
Commerzbank AG November 1997 - August 1998
Hong Kong Polytechnic University 1990 - 1997
Skills
Enterprise Search, Web Applications, Team Leadership, Content Management, Problem Solving, Insurance, Python, Shell Scripting, Social Media, Requirements Analysis, Integration, HTML, Data Center, Disaster Recovery, System Deployment, Microsoft SQL Server, Google Analytics, Management, Microsoft Exchange, Solution Architecture, SharePoint, SQL, Project Management, Enterprise Architecture, Strategy
Education
State University of New York at Stony Brook
Bachelor of Engineering, Electrical Engineering
State University of New York at Stony Brook
Master of Science, Electrical Engineering
Hospital for Special Surgery October 2014 - Present
Flexible Business Systems April 2014 - Present
Flexible Business Systems January 2014 - Present
Flexible Business Systems August 2013 - Present
Flexible Business Systems May 2012 - Present
Flexible Business Systems March 2012 - Present
New York Life Insurance Company May 2011 - May 2012
William Floyd School Di September 2007 - July 2010
Skills
Staff Development, Public Speaking, Event Planning, Social Networking, Editing, Training, Non-profits, Social Media, Research, Leadership, Coaching, Epic Systems, Healthcare Information..., Negotiation, Nonprofits, Project Management, Healthcare, Team Building, Food & Beverage, Management, Microsoft Office, Access, Teaching, Program Management, Process Improvement
Education
Stony Brook University 2008 — 2010
Masters in Liberal Studies, Education
St. Joseph's College 2005 — 2007
BA, Child Study, Special Education & Speech Communication
SUNY Plattsburgh February 2013 - Present
Wolfe's Pizza and Wholesale May 2012 - Present
Able Testing and Inspection Inc. June 2008 - Present
New York Life Insurance Company August 2014 - November 2014
DICK'S Sporting Goods November 2013 - February 2014
Plattsburgh State Television February 2013 - January 2014
Plattsburgh State Television September 2013 - December 2013
Plattsburgh State Television February 2013 - May 2013
Ziggy's Restaurant May 2011 - August 2011
Skills
Avid Media Composer, Non-linear Editing, Editing, Microsoft Word, Telephone Skills, Organizational..., English, Spanish, Italian, Cash Handling Experience, Experienced Traveler, Photography, Linear Editing, Microsoft PowerPoint, Underwriting, Project Management, Adobe Audition, Audio Editing, Team-oriented, Camera Operating, Floor Management, Audio Processing, Video Editing, On Camera Performance, VO/SOTS, Television Packages, Studio Photography, Creative Services, Microsoft Excel, Microsoft Office, iMovie, Graphics, Audio Engineering, Post Production, Avid, Digital Video, Volunteer Management, PowerPoint, Journalism, Broadcast Journalism, Radio Broadcasting, Live Broadcast, On-air Announcing, Television Studio..., On-camera Talent, News Anchoring, Video Production, Master Control, Switchers, Teleprompter Operation
Education
SUNY Plattsburgh 2010 — 2014
Bachelor of Science (BS), Broadcast Journalism and TV Video Production
Cobleskill Richmondville Highschool 2006 — 2010
Regents Degree
Montefiore Medical Center October 2012 - May 2014
Vassar College May 2011 - May 2012
Albert Einstein College of Medicine June 2010 - August 2010
New York Life Insurance Company June 2009 - August 2009
Skills
Clinical Research, IRB, Clinical Trials, Informed Consent, Bioinformatics, Linux, Perl, Java, Photoshop, Illustrator, Cpr Certified
Education
State University of New York Downstate Medical Center College of Medicine 2014 — 2018
Doctor of Medicine (M.D.)
Vassar College 2008 — 2012
Bachelor's Degree, Biochemistry, Minor in Computer Science
Stuyvesant High School 2004 — 2008
High School Diploma
MetLife 2007 - Present
New York Life Insurance Company 2006 - 2007
JPMorgan Chase 1997 - 2006
KPMG 1996 - 1997
Oppenheimer Capital 1995 - 1996
Kennedy Associates 1992 - 1995
Skills
Insurance, Financial Services, Relationship Management, Employee Benefits, Vendor Management, Life Insurance, Risk Management, Investments, Strategic Planning, Banking, Retirement, Cross Selling, Health Insurance, Accident Insurance, Disability Insurance, Direct Marketing, Product Development, Underwriting, Portfolio Management, Securities, Strategy, Competitive Analysis, Contract Negotiation, Business Development, Management, Fixed Annuities, Business Strategy, Program Management, New Business Development, Marketing, Product Marketing
Education
New York University, Stern School of Business 2000 — 2003
Master of Business Administration (MBA), Double Major: Marketing and Management / Organizational Behavior
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science (B.S.), Business Management
Credit Suisse February 2015 - Present
New York Life Insurance Co. July 2013 - February 2015
New York Life Insurance Co. June 2010 - July 2013
Stony Brook University September 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Agile Methodologies, Stakeholder Engagement, Process Improvement, Efficiency Improvement, Quality Assurance, SharePoint, JIRA, HP Quality Center, Rally, SQL, XML, Oracle, C#, Visio, .NET, Visual Studio, VB.NET, Shell Scripting, ODBC, Scripting, Toad, Life Insurance, Management
Education
Stony Brook University 2006 — 2009
B.S., Information Systems, Business Management
Clarkstown South HS
Horizon Blue Cross Blue Shield of New Jersey May 2002 - Present
Aetna May 1997 - March 2002
U.S. Fund for UNICEF July 1990 - 1997
New York Life Insurance Company August 1986 - July 1990
Skills
Program Management, DB2, Data Warehousing, COBOL, Forecasting, Pricing, Cognos, Healthcare Management, Sales, SAS, Data Analysis, SDLC, Health Insurance, OS/390, Actuarial Science, Business Analysis, Insurance, Data Mining, SAS programming, SQL, Predictive Modeling
Education
State University of New York at Stony Brook 1982 — 1985
BS, Applied Math
SUNY Stony Brook
Bachelor of Science (BS), Applied Mathematics
New York Life Insurance Company 2014 - Present
Ameris Bank 2011 - 2013
SunTrust Bank 2007 - 2011
SunTrust Bank 2005 - 2007
Prosperity Bank 2005 - 2005
SouthTrust Bank - Aquired by Wachovia / Wells Fargo 1995 - 2005
Dial Medical Supply, Inc 1993 - 1995
Skills
•Licensed United..., •Transportation..., •Licensed Florida Real..., •PADI Divemaster –..., Credit, Loans, Management, Portfolio Management, Life Insurance, Consumer Lending
Education
University of Central Florida
Master of Science, Criminal Justice
University of Central Florida
Master of Business Administration (MBA)
Stetson University
Bachelor of Business Administration, Management
WESTMED Practice Partners November 2013 - Present
WESTMED Practice Partners September 2011 - October 2013
St. John's University January 2008 - August 2011
New York Life Insurance Company January 1999 - May 2007
New York Life Insurance Company January 1999 - January 2001
DREYFUS SERVICE CORPORATION January 1997 - January 1999
DREYFUS SERVICE CORPORATION January 1995 - January 1997
Skills
Training, Employee Training, Project Management, Leadership, Management, Customer Service, Quality Assurance, Call Centers, Microsoft Office, Change Management, Budgets, Staff Development, Team Building, Operations Management, Analysis, Public Speaking, Healthcare, Process Improvement, Outlook, Microsoft Excel, Healthcare Management, Human Resources, Microsoft Word
Education
Stony Brook University 1980 — 1983
B.A, Liberal Arts
SUNY Upstate Medical University March 2008 - Present
Upstate Medical University September 1993 - March 2008
New York Life Insurance Company May 1983 - November 1985
Skills
Healthcare, Leadership Development, Clinical Research, Healthcare Information..., Medical Imaging, EMR, Healthcare Management, Hospitals, Medical Devices, Community Outreach, MRI, Microsoft Word, Leadership, Treatment, Team Leadership, Medical Education, Medicine, Patient Safety
Education
State University of New York Upstate Medical University 1991 — 1993
B.S., Radiation Therapy
Syracuse University 1979 — 1983
B.S., Psychology
New York Life Insurance Company August 2011 - Present
CVS Pharmacy May 2011 - Present
SUNY Oswego Residence Life and Housing June 2010 - April 2011
SUNY Oswego Cooper Dining Hall September 2009 - May 2010
Columbia-Greene Community College January 2008 - December 2008
Skills
Copy Editing, Resume Writing, Customer Service
Education
State University of New York at Oswego 2009 — 2011
42 credit hours completed toward B.A. in Sociology
Columbia-Greene Community College 2007 — 2009
A.A. Associate Degree of the Arts, Humanities
Life Spark LLC January 2012 - Present
Bank of America September 2010 - Present
Bank of America January 2010 - September 2010
Bank of America April 2008 - January 2010
New York Life Insurance Company July 2007 - February 2008
Skills
Mentoring, Coaching, Public Speaking, Writing, Non-profits, Leadership, Strategic Planning, Nonprofits, Social Networking, Time Management, Team Building, Entrepreneurship, Training, Small Business, Marketing, Management, Data Analysis
Education
Stony Brook University 2002 — 2007
Multidisciplinary Studies, Business Management, Economics
GEICO September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Merrill Lynch June 2009 - August 2009
Tandem Medical Equipment June 2007 - January 2009
Skills
Variable Life, Insurance, Retirement Planning, Marketing, Life Insurance, Photoshop, College Funding..., Personal Finance, Sales, Fixed Annuities, Research, Disability Insurance
Education
State University of New York College at Oswego 2007 — 2011
Custom Computer Specialists August 2015 - Present
Custom Computer Specialists July 2012 - August 2015
Custom Computer Specialists June 2008 - July 2012
Custom Computer Specialists May 2005 - June 2008
Hearst Publishing January 2001 - April 2005
Hearst November 1999 - January 2002
New York Life Insurance Company September 1997 - November 1999
New York Life Insurance Company October 1995 - October 1997
New York Life Insurance Company November 1993 - October 1995
Skills
IT Strategy, SaaS, Enterprise Software, Program Management, Integration, Management, IT Management, Business Analysis, Salesforce.com, Product Management, SharePoint, Project Management, Leadership, Instructional Design, New Business Development, Public Speaking, PMO, SDLC, Business Development, Strategic Planning, Microsoft SQL Server, Sales Presentations, Staff Development, Strategic Partnerships, CRM, Business Intelligence, Strategy, Cross-functional Team..., Disaster Recovery, Business Process..., Requirements Analysis, Marketing Communications, Marketing, Team Building, Microsoft Dynamics SL, SharePoint Designer, Data Visualization, Team Leadership, Technical Writing, Cloud Computing, Solution Selling, PMP, Data Center, Professional Services, Process Improvement, Networking, Workflow, Systems Analysis, NetSuite, OpenAir
Education
Stony Brook University 1989 — 1993
BS, Political Science
Robert Half October 2014 - Present
New York Life Insurance Company 2012 - 2014
Dana Foods Catering 2006 - 2014
Skills
Retirement Planning, Social Networking, Customer Service, Life Insurance, Fixed Annuities, Sales, Insurance, Mutual Funds, Temporary Staffing, Staffing Services, College Savings Plans, Networking, Term Life Insurance, PowerPoint, Permanent Life Insurance, Disability Insurance, Retirement, Whole Life
Education
Stony Brook University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Kingston High School 2004 — 2007
SunTrust September 2014 - May 2015
New York Life Insurance Company April 2013 - March 2014
American General Life and Accident January 2010 - April 2012
Skills
Whole Life, Income Protection, Asset Protection, Fixed Annuities, Retirement Planning, Disability Insurance, Term Life Insurance, Long-term Care, Strategic Financial..., Wealth Management, Long Term Care Insurance, Wealth, Asset Management, Wealth Accumulation..., Wealth Preservation..., Retirement Plan..., Mutual Funds, Insurance, Estate Planning, IRAs, Retirement, Employee Benefits, Investments, Banking, Finance, Life Insurance, Credit, 401k, Loans, Leadership, Asset Allocation, Customer Service, Financial Services, Sales, Risk Management, Small Business, Relationship Management, Mortgage Lending, Portfolio Management
Education
Strayer University
Finance and Banking
Wells Fargo March 2014 - Present
New York Life Insurance Company December 2011 - March 2014
Cardinal Points Newspaper August 2008 - May 2010
Skills
Digital Media, Retirement Planning, Marketing, Social Media, Social Media Marketing, Investments, Microsoft Office, Financial Services, Life Insurance, Series 6, Strategic Financial..., Wealth Management, Estate Planning, Retirement, IRAs, Financial Analysis, Portfolio Management, Variable Annuities, Management
Education
SUNY Plattsburgh 2006 — 2010
Bachelor's degree, Marketing and Entrepreneurism
Bronx High School of Science 2002 — 2006
New York Life Insurance Company December 2014 - July 2015
American Income Life Insurance Company July 2014 - December 2014
RockHill LLC July 2013 - May 2014
Medical Recruitment Specialist LLC April 2012 - May 2013
Skills
Home Care, Clinical Research, Elder Care, Healthcare Management, Treatment, Hospitals, Nursing, Recruiting, Long-term Care, Social Services, Healthcare, Medicaid, Medicare, Management, Physician Relations, Seniors, Managed Care, Public Speaking, Healthcare Consulting, Healthcare Industry, Case Managment, Community Outreach, Program Development
Education
Stonehill College 2009 — 2012
Bachelor of Science, Business Administration; Business Management
Capital One August 2014 - Present
New York Life Insurance Company December 2013 - July 2014
Skills
Insurance, Licensed Life Insurance..., Protection..., Small Business, Retirement Planning, Wealth Preservation..., Estate Planning, Key Person Protection, Retirement, Gifting Strategies, Succession Planning, Customer Service, Leadership, Sales, Time Management, Retail Banking, Banking
Education
William Woods University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Plattsburgh 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Accounting
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company October 2013 - Present
Nordstrom May 2013 - May 2014
Virginia College October 2010 - February 2013
The Container Store July 2009 - August 2010
U-Haul March 2008 - August 2010
USAA February 2006 - January 2008
USAA January 2004 - February 2006
MetLife July 1991 - May 1994
Skills
Account Management, Team Building, Coaching, Staff Development, Customer Service, Strategic Planning, Microsoft Office, Sales, Microsoft Excel, Training, Social Media, Leadership, Management, Student Financial Aid, Team Leadership, Project Planning, Conflict Resolution, Policy, Adult Education, Human Resources, PowerPoint, Instructional Design, Process Improvement, Microsoft Word, Performance Management, Analysis, Recruiting, Project Management, Operations Management, Time Management, Employee Relations, Call Centers, Employee Training, Organizational..., Leadership Development, Public Speaking, Career Counseling, Retail, Insurance, Customer Satisfaction, Budgets, Resume Writing, Teamwork, Change Management, Event Planning, Program Management, Employee Benefits, Fundraising, Customer Experience, Marketing
Education
University of South Florida 1989 — 1993
Bachelor of Arts, Humanities
Stetson University 1989 — 1991
New York Life Insurance Company June 2015 - Present
Lee University DeVos Recreation Center September 2013 - June 2015
Lee University Intramural Sports January 2013 - October 2013
North Cleveland Church of God May 2013 - August 2013
Tennessee Christian Preparatory School August 2012 - June 2013
Haile Plantation Fitness Center June 2009 - December 2010
Skills
Microsoft Office, Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Leadership, Social Media, Social Networking, Teamwork, Management, Customer Service, Customer Relations, Training
Education
Lee University 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Stetson University 2009 — 2010
OfferWeb, LLC May 2010 - Present
New York Life Insurance Company April 2007 - May 2010
Skills
PPC, Lead Generation, Online Lead Generation, Email Marketing, SEM, Affiliate Marketing, Analytics, Online Advertising, Web Analytics, SEO, Digital Marketing, Social Media Marketing, Business Performance..., Telemarketing, Website Development, E-commerce, Advertising, Customer Acquisition, Direct Marketing, Business Development, Social Networking, Google Adwords, Database Marketing, B2B Marketing, Life Insurance, Social Media, Call Center, Marketing, Web Marketing, Entrepreneurship, Strategic Partnerships, Financial Services, Inbound Marketing, Small Business, Mobile Marketing, Account Management, New Business Development, Salesforce.com, Sales, Media Buying, Google Analytics, Affiliate Management, Competitive Analysis, Sales Management, Marketing Strategy, Advertising Sales, Search Advertising, Online Marketing
Education
Stetson University 2003 — 2006
BBA, Business Management, Psychology
New York Life Insurance Company January 2015 - Present
Organization of Actuarial Students September 2014 - May 2015
Joyce Leslie May 2014 - August 2014
Financial Engineering Society August 2013 - May 2014
Ascend chapter at Stony Brook University September 2012 - May 2013
Phoenix Gymnastics September 2010 - September 2011
Skills
Leadership, 401k Rollovers, Business Insurance..., Charitable Giving, Education Funding..., Employee Benefits, Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income...
Education
Stony Brook University 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Daniel Gale Sotheby's International Realty May 2014 - Present
CNYC Properties LLC. August 2012 - May 2014
New York Life Insurance Company December 2011 - August 2012
JCrew November 2011 - August 2012
Gloria Jewel May 2010 - September 2011
Skills
Retail, Merchandising, Social Media, Event Planning, Microsoft Word, Sales Management, Selling, Investments, Sales, Customer Service, Public Relations, Marketing, Photography, Marketing Communications, Research, Real Estate, Social Media Marketing, Microsoft Excel, Investment Properties
Education
New York Real Estate Institute 2009 — 2012
Real Estate Sales Person
SUNY Plattsburgh 2001 — 2006
Bachelors, Elementary Education
Morgan Stanley Wealth Management June 2015 - Present
UBS Financial Services, Inc. 2006 - 2015
Citi Financial 1993 - 2006
Citigroup July 1988 - May 1993
New York Life Insurance Company July 1980 - July 1988
Skills
Branch Operations..., Client Services, Support Services, Process Improvement, Finance, Business Analysis, Customer Experience, Executive Support, Time Management, MS Office
Education
State University of New York College at Oswego 1976 — 1980
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC June 2011 - October 2013
WB Mason June 2010 - June 2011
Skills
Recruiting, Leadership, Training, Insurance, Financial Services, Finance, Microsoft Office, Analysis, Business Planning, Sales, Social Media
Education
Stonehill College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Lorenzo De Medici 2008 — 2008
Italian History and Culture
New York Life Insurance Company October 2012 - Present
Willis August 2012 - September 2012
Liazon January 2012 - August 2012
Liazon September 2011 - December 2011
Liazon June 2011 - August 2011
Stony Brook University September 2010 - May 2011
Skills
Insurance, Market Research, Microsoft Excel, Disability Insurance, Health Insurance, Ease with benefits..., Proficient in Microsoft..., P, FM, MFE, MLC, C
Education
Stony Brook University 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Stony Brook University 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Bronx High School of Science 2003 — 2007
Edgewood Capital Advisors February 2012 - Present
Baldwin Technology Company, Inc March 2011 - April 2012
American Diagnostica Inc. November 2008 - August 2010
Sacred Heart University November 2010 - 2010
Leverte Associates 1996 - 1998
New York Life Insurance Company 1990 - 1996
Skills
Financial Reporting, Payroll, Accounting, Financial Statements, Budgets, Journal Entries, Management
Education
State University of New York College at Oswego
BS, Accounting
GuideStone Financial Resources June 2015 - Present
John Hancock Life Insurance Company (U.S.A.) May 2012 - June 2015
Chase January 2011 - May 2012
College Planning Specialist November 2009 - January 2011
New York Life Insurance Company April 2008 - November 2009
Passionate Glass / Art glass creations January 2004 - April 2008
Edge Publishing August 1998 - January 2004
Solutioneering, (Hello World, a division of Solutioneering) October 1996 - August 1998
Skills
Retirement Planning, Customer Service, Sales, Team Building, Underwriting, Finance, Marketing, Investments, Insurance, Life Insurance, Mortgage Lending, Strategic Planning, Small Business, Leadership, Management, Marketing Strategy
Education
Stephen F. Austin State University
Bachelor's Degree, BBA Marketing; Emphasis Information Systems
New York Life Insurance Company February 2015 - Present
River Auto Sales February 2011 - February 2015
Skills
Microsoft Office, Microsoft Excel, Salesforce.com, Outlook, Logic Pro, iWork, Final Cut Pro, Motion Graphics, Pro Tools, Access, Direct Sales, iLife, Illustrator, Management, Sales
Education
Richard Stockton College of New Jersey 2010 — 2012
Bachelor of Arts (B.A.), Sociology
Residential Life August 2015 - Present
New York Life Insurance Company June 2015 - July 2015
Garguilos June 2013 - July 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Access, English, Time Management
Education
State University of New York College of Agriculture and Technology at Cobleskill 2012 — 2016
Bachelor's Degree, Business Administration and Management, General, 3.2
Suny Cobleskill 2012 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
John Wiley and Sons June 2015 - Present
Avon January 2014 - June 2015
McGraw Hill Financial August 2013 - January 2014
New York Life Insurance Company July 2010 - August 2013
MetLife May 2006 - March 2010
JPMorgan Chase May 2005 - May 2006
Skills
Project Management, PowerPoint, Microsoft Excel, Business Analysis, SAP BW, SAP, PeopleSoft, PMP, Data Analysis, Databases, Change Management, PMO, ERP, Program Management
Education
Stevens Institute of Technology 2005 — 2007
Master's degree, Information Technology Project Management
Villanova University 2000 — 2004
Bachelor of Science (BS), Information Science/Studies
Nova Healthcare August 2015 - Present
BWW-AMWAY February 2015 - Present
The Home Depot August 2013 - August 2015
New York Life Insurance Company March 2013 - June 2013
Bed Bath & Beyond November 2007 - March 2013
Clearance Solutions, LLC March 2010 - December 2012
Skills
Retail, Customer Service, Time Management, Inventory Management, Loss Prevention, Store Management, Sales, Microsoft Word, Merchandising, Inventory Control, Microsoft Office, Retail Sales, Data Entry, Telephone Skills, Teamwork, Visual Merchandising, Outlook, Team Building, Management, Team Leadership, Leadership, Microsoft Excel, PowerPoint
Education
Strayer University 2013 — 2015
Bachelor's Degree, Cyber Security, A
New York Life Insurance Company 2004 - 2008
MetLife 2000 - 2004
ERA 1999 - 2004
Skills
Insurance, Customer Service, Strategic Planning, Process Improvement, Risk Management, Microsoft Office, Management, Microsoft Excel, Business Analysis, Employee Benefits, Project Management, Underwriting, Change Management, Team Building, Healthcare Management, Accounting, Strategic Communications, Team Leadership, Lotus Notes, Logistics, Small Business, Corporate Finance, Business Ethics
Education
State University of New York Empire State College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York Empire State College 2010 — 2012
Bachelor's degree, Business Administration and Management, General
State University of New York Empire State College 2004 — 2010
Associate of Science (A.S.), Business Administration and Management, General
UPS January 2014 - Present
New York Life Insurance Company April 2012 - September 2012
Strayer University May 2010 - February 2012
ADP April 2007 - November 2009
Skills
Customer Satisfaction, Customer Service, Employee Benefits, ADP Payroll, ADP Payforce, PeopleSoft, Recruiting, Human Resources, Payroll, Data Entry, Outlook, Microsoft Office, Coaching, Training, Employee Relations, New Hire Orientations, Mentoring New Hires, Research, Higher Education, Voluntary Employee..., Finance, Benefits Administration
Education
Strayer University-Georgia 2011 — 2016
Bachelor of Science (BS), Information Systems
John F. Kennedy High School 1986 — 1990
New York Life Insurance Company February 2012 - Present
Guardian Life August 2006 - May 2010
Nippon Life Benefits June 2005 - April 2006
AXA/MONY Life Insurance June 2001 - May 2005
Morgan Stanley June 1999 - August 2000
Skills
Actuarial Science, Life Insurance, Insurance, Miscrosoft Excel, Microsoft Access, VBA, Annuity Pricing, Microsoft SQL Server, Data Analysis, Error Analysis
Education
Stony Brook University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics & Statistics, Major GPA: 3.6/4.0; Overall GPA: 3.28/4.0
New York Life Insurance Company June 2014 - August 2015
Tommy Bahama October 2013 - August 2015
Kappa Sigma, Kappa Delta Chapter December 2012 - December 2013
University of South Florida August 2009 - December 2013
Avila Golf and Country Club January 2012 - March 2013
Crothall Healthcare May 2011 - January 2012
Skills
Time Management, Leadership, Event Planning, Public Speaking, Customer Service, Research, Critical Thinking, Facebook, PowerPoint, Team Leadership, Social Networking, Teamwork, Access, Microsoft Word, Microsoft Excel, Public Relations, Event Management, Social Media, Data Entry, Microsoft Office, Community Outreach, Delegation, Recruitment, Outlook, Sales, Marketing, Communication, Fundraising
Education
Stetson University College of Law 2015 — 2018
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Criminology, 3.2
New York Life Insurance Company March 2015 - June 2015
Stony Brook Football July 2013 - January 2015
Stony Brook University August 2008 - December 2012
GameStop June 2007 - July 2007
GameStop June 2006 - July 2006
Skills
Facebook, Event Planning, Sports, PowerPoint, Social Media, Time Management, Microsoft Office, Video Editing, Event Management, Life Insurance, Retirement Planning, 401k Rollovers, Asset Protection, Wealth Preservation..., Licensed in Long Term..., Estate Planning, Small Business
Education
State University of New York at Stony Brook 2013 — 2014
Master of Science (M.S.), Human Resources Management and Services
Stony Brook University 2008 — 2013
Bachelor of Science (B.S.), Multi-/Interdisciplinary Studies, General
New York Life Insurance Co. February 2014 - Present
Capitol Financial Solutions, LLC October 2011 - February 2014
New York Life Insurance Company October 2006 - September 2011
Gaffney Communications a Northland Communications Company February 2001 - December 2003
PAR Vision Systems, Div. of PAR Technologies Corp July 1985 - September 1999
Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investments, Long-term Care, Financial Services, Finance, Small Business, Fixed Annuities
Education
State University of New York Empire State College
Business Administration and Management, General
Utica College
Business Administration & Marketing
New York Life Insurance Company July 2012 - Present
EmblemHealth March 1995 - July 2011
Skills
Insurance, Commercial Insurance, General Insurance, Claim, Underwriting, Health Insurance, Commercial Lines, Umbrella Insurance, Claims Management, Professional Liability, Reinsurance, Life Insurance, Disability Insurance, Brokers, Term Life Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Customer Service, Leadership
Education
State University of New York College at Oswego
State University of New York College at Oswego
Bachelor's degree
Big Apple Bagels December 2006 - Present
New York Life Insurance Company March 2000 - Present
Verint 2000 - August 2015
Skills
Analytics, Call Center, Call Centers, Customer Experience, Customer Service, Disaster Recovery, Insurance, Leadership, Management, Operations Management, Process Improvement, Program Management, SDLC, Strategic Planning, Team Building, Vendor Management, Workforce Management, Executive Management
Education
University of Phoenix 1999 — 2001
Masters, Organizational Management
Stetson University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company November 2006 - January 2011
Consumer Reports December 2004 - November 2006
Major League Baseball April 2003 - December 2004
Pearson North America November 2000 - October 2001
ABC Sports April 1997 - February 2000
New York Daily News September 1993 - April 1996
Skills
Social Networking, Writing, Web Editing, Social Media, Social Media Monitoring, Social Media Development, Social Media Outreach, Content Creation, Content Writing, Content Strategy, Web Content Management, Social Media Training, Social Media Integration, Social Media Education, Social Media Strategist, Social Media Marketing, Social Media Measurement, Social Media Advertising, Corporate Social Media, Published Author, New Media, Recruiting, Content Management, Leadership, SEO, Editorial, Web Content, Facebook, Insurance, Marketing, Management, Content Development, Sales, Digital Media, Online Advertising, Digital Marketing, Google Analytics, Thought Leadership, Blogging, Digital Strategy, Editing, PPC, Web Analytics, Online Marketing
Education
Stony Brook University 1988 — 1991
English
City University of New York March 2013 - Present
New York Life Insurance Company October 2012 - March 2013
abercrombie and fitch June 2012 - December 2012
security guard choice security May 2010 - September 2010
miracle security May 2009 - September 2009
Skills
Customer Service, Retail, Data Entry, Inventory Management, Merchandising, Loss Prevention, Insurance, Visual Merchandising, Store Management, Fashion, Apparel, Store Operations, Retail Sales, Styling, Sports Management, Sports, Recruiting, Human Resources, Leadership, Microsoft Office, Research, Event Planning, Teamwork, Microsoft Excel, Social Media, Public Speaking, Time Management, Microsoft Word, PowerPoint
Education
Stony Brook University 2008 — 2012
Economics
Stony Brook University 2008 — 2012
Bachelor of Applied Science (BASc), Applied Mathematics
manhattan center for science and mathematics
LivingSocial August 2015 - Present
Raymond James Financial, Inc. September 2014 - May 2015
TD July 2013 - July 2014
TD November 2012 - July 2013
New York Life Insurance Company June 2012 - November 2012
Allstate September 2011 - January 2012
J.Crew May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, C++, HTML, Securities, Finance, Social Media
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
The Birch Wathen Lenox School 2005 — 2008
High School
New York Life Insurance Company April 2013 - Present
Stony Brook University Teaching, Learning, Technology Dept. June 2010 - May 2012
Your Family Auto Service Center June 2007 - June 2009
Skills
Building Relationships, Business Insurance..., Business Networking, Charitable Giving, Customer Satisfaction, Education Funding..., Insurance, Licensed in Long Term..., Licensed Life Insurance..., Personal Finance, Protection..., Retirement Planning, Risk Management, Small Business, Wealth Preservation...
Education
Stony Brook University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management: Finance, Sociology
AIG July 2014 — Present
New York Life Insurance Company June 2010 — July 2014
New York Life Insurance Company February 2007 — June 2010
Skills
Financial Accounting & Reporting, Investments, Financial Analysis, Fixed Income Analysis, Statutory Accounting/Reporting, Financial Statements, US SEC/GAAP reporting, SAP BW, SAP R/3, Crystal Reports, CAMRA, Microsoft Office, US GAAP, Internal Controls
Education
SUNY Plattsburgh 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company January 2012 - October 2014
New York Life Insurance Company November 2009 - June 2012
New York Life June 2004 - November 2009
ICONMA June 2004 - November 2005
AT&T January 1991 - June 2004
Telcordia August 2000 - May 2001
Sapphire August 2000 - May 2001
Skills
Web Services, SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Requirements Gathering, Software Project..., Enterprise Architecture, SOA, Data Modeling, Systems Analysis, Database Design, Business Requirements, Analytics, Analysis, Data Analysis, Data Integration, Business Process Design, Business Intelligence, IT Strategy, Integration, Databases, Visio, SQL, Software Development, Solution Architecture, Oracle, Project Management, IT Management
Education
George Washington University 1995 — 1997
Certificate
Stevens Institute of Technology 1995 — 1997
MS
The College of New Jersey 1987 — 1991
BS \ CIS
Morris Hills High School 1984 — 1987
High School Degree
TDWI
Tibco
SAS institute
Hedge Fund June 2013 - Present
New York Life Insurance Company June 2010 - June 2013
The Bank of Tokyo Mitsubishi UFJ, Ltd June 2009 - May 2010
Wall Street Exchange 2009 - 2009
Drawbase Software/Comtekcadd Co September 2008 - December 2008
MMC May 2007 - September 2008
BlackRock June 2006 - December 2006
Education
Stevens Institute of Technology 2010 — 2012
Masters of Science, Financial Engineering
Stevens Institute of Technology 2005 — 2010
B.E., Computer Engineering
New York Life Insurance Company June 2010 - Present
New York Life Insurance Company May 2009 - June 2010
RiverIcon February 2008 - January 2009
Paragon Mortgage February 2006 - November 2007
Hr Block Financial Advisors July 2003 - January 2006
Humana November 2002 - July 2003
Prudential Financial May 2001 - October 2002
Merrill Lynch November 1996 - May 2001
Skills
Strategic Financial..., Insurance, New Business Development, Leadership, Business Development, Finance, Management, Fixed Annuities, Investments, Sales, Risk Management, Portfolio Management, Team Building, Financial Planning, Retirement Planning
Education
Stetson University 1991 — 1993
MetLife July 2013 - Present
New York Life Insurance Company December 2010 - July 2013
Mercer Investment Consulting February 2010 - December 2010
Barclays Capital August 2006 - February 2010
Lehman Brothers 2006 - 2008
Morgan Stanley May 1996 - May 2006
MetLife July 1990 - May 1996
Hewitt Associates September 1987 - June 1990
Skills
Asset Liability..., Asset Liability..., Liability Driven..., Risk Management, Quantitative Portfolio..., Investment Manager Due..., Pension Risk Management, Due Diligence, Asset Allocation, Fixed Income, ALM, Asset Management, Portfolio Management, Capital Markets, Investments, Alternative Investments
Education
State University of New York at Stony Brook 1983 — 1987
MA, Economics
State University of New York at Stony Brook 1979 — 1983
BS, Biology/Economics
Crum & Forster Enterprise August 2015 - Present
Chubb Insurance November 2014 - Present
New York Life Insurance Company April 2014 - November 2014
New York Life Insurance Company April 2013 - April 2014
Citi December 2006 - April 2013
Citi - Web Hosting Group 2006 - 2010
DCA 2005 - 2006
Counterpoint Software February 2000 - 2005
Dial Global June 1997 - February 2000
Media Direct Partners February 1997 - June 1997
Skills
Internal Communications, Vendor Management, Project Management, SDLC, Change Management, Strategic Planning, ITIL, Risk Management, Business Analysis, Financial Services, SharePoint, IT Benchmarking, Program Management, Project Portfolio..., Strategy, IT Strategy, IT Management, Banking, PMP, Disaster Recovery, PMO, Management, Governance, Team Leadership, Security, Information Technology, Outsourcing, Portfolio Management, Business Process..., Process Improvement, Enterprise Architecture, CRM, Software Project..., IT Service Management, Business Continuity, Business Process, Data Center, Project Delivery
Education
Cranford High School
Stevens Institute of Technology
MSIS
The Hebrew University
Summer Program
University of Hartford
BA, Communications
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
City of Long Beach, NY February 2012 - March 2014
Nassau County March 2010 - February 2012
Nassau County Office of Management & Budget March 2003 - March 2010
Enron Corp March 1996 - December 2001
Enron Capital & Trade Resources March 1996 - December 1996
CDC Capital Inc June 1993 - December 1995
HSBC / Midland Bank Treasury January 1990 - May 1993
American Express Bank Ltd November 1988 - January 1990
Skills
Asset Protection, Life Insurance..., Retirement Planning, Small Business
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Economics
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life May 2005 - March 2011
ING July 2001 - May 2005
Pacific Life Insurance March 2000 - June 2001
Royal Alliance Associates 1996 - 2000
AIG SunAmerica 1993 - 1996
Education
State University of New York College at Plattsburgh 1990 — 1992
Bachelor of Science, International Business
New York Life Insurance Company March 2014 - Present
AIG April 2010 - April 2012
AIG January 2008 - April 2010
AIG November 2004 - January 2008
AIG May 1999 - November 2004
Salomon Brothers 1994 - 1997
Skills
Performance Management, Recruitment/Retention, Competency Mapping, Compensation Planning, Cost Reduction..., Employee Relations, Employment Law, Employee Benefits, Talent Acquisition, Personnel Management, Succession Planning, Onboarding, Talent Management, Recruiting, Employee Engagement, Human Resources, Deferred Compensation, HR Policies, College Recruiting, PeopleSoft, Organizational..., Insurance, Leadership, Leadership Development, Management, Strategy, Coaching, Training, Interviews, Benefits Administration, Organizational..., Applicant Tracking..., HRIS, Workers Compensation, Technical Recruiting, HR Consulting, HR Transformation, New Hire Orientations, Internet Recruiting, Sourcing, Employee Training, Employer Branding, Organizational Design, Temporary Staffing, Career Development, Payroll, Executive Search, Workforce Planning, FMLA, Benefits Negotiation
Education
State University of New York at Stony Brook 1990 — 1994
Bachelor of Arts (BA), Germanic Languages, Literatures, and Linguistics
Earl Waters April 1986 - Present
New York Life Insurance Company April 1986 - Present
Skills
New Business Development, Strategic Planning, Sales Management, Business Strategy, Marketing Strategy, Negotiation, Team Building, Business Development, Sales, Customer Service, Marketing, Account Management, Management, Project Management, Contract Negotiation, Business Planning, Budgets, Start-ups, Product Development, Leadership, Strategy, Change Management
Education
State University of New York College at Plattsburgh
New York Life Insurance Company June 1978 - Present
New York Life Insurance Co 1978 - 2008
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Microsoft Excel, Accounting, General Ledger, Budgets, Microsoft Office, Business Strategy, Cash Flow, Forecasting, Tax, Microsoft Word, SAP, Employee Benefits, Process Improvement, Fixed Annuities, Business Development, Program Management, Analysis, Change Management, Internal Controls, Managerial Finance, Management, Mergers & Acquisitions, Operations Management, Retirement Planning, PowerPoint, Finance, Due Diligence, Financial Accounting, Banking, Customer Service, Payroll, Team Building, Sarbanes-Oxley Act, Portfolio Management, Contract Negotiation, Business Process..., Team Leadership, Auditing, Leadership, Mutual Funds, Outlook, Financial Services, Financial Modeling, Administration, Negotiation, Business Planning, Retirement
Education
Stony Brook University 1971 — 1974
BA, Philosophy
Blue Gate Realty Group July 2003 - Present
New York Life Insurance Company March 1997 - May 2002
Skills
Investment Properties, Refinance, Mortgage Lending, Brokerage, Loans, Referrals, Real Estate Financing, Commercial Real Estate, Mortgage Banking
Education
SUNY Stony Brook 1991 — 1995
Cobleskill United Methodist Church March 2014 - Present
Robinson Terrace Senior Living September 2012 - July 2013
New York Life Insurance Company April 2012 - September 2012
Southside Mall October 2008 - February 2012
Colonie Senior Service Centers November 2007 - August 2008
ads Engineers 2004 - 2007
Century 21 Best, Inc January 1999 - January 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, PowerPoint, Customer Service, Calendars, Travel Arrangements, Social Media, Marketing Communications, Public Relations, Administrative..., Fundraising, Calendaring, Adobe Acrobat
Education
State University of New York College of Agriculture and Technology at Cobleskill 2002 — 2003
Graphic Design
St. Agnes Academic High School 1998 — 2002
High School Diploma
Our Lady of Hope 1989 — 1998
Nassau Sports Physical Therapy September 2000 - September 2008
New York Life Insurance Company September 1976 - April 1987
Education
Stony Brook University 1972 — 1976
BA, Social Sciences
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
state street 2006 - 2009
Skills
Fluent in written and..., Series 6 Licensed, Annuity Sales, 401k Rollovers, Wealth Preservation..., Lifetime Income..., Retirement, Small Business, Life Insurance..., Estate Planning, Long Term Care Insurance, Personal Finance
Education
State University of New York College at Plattsburgh 1992 — 1994
Bachelor's Degree, International Business, French minor, 3.70
Long Island Advantage Payroll July 2014 - Present
Arbor Commercial Mortgage January 2009 - December 2013
Horizons VP Inc. June 2007 - January 2009
Pinnacle Financial Corp. January 2004 - June 2007
New York Life Insurance Company January 1998 - January 2004
MetLife 1989 - 1997
Skills
Organization Growth, Regional Development, Territory..., Leadership, Relationship..., Direct Sales, Communication Skills, Sales, Operations Management, Training, Sales Operations, National Accounts, Development Coaching, Enterprise Solution..., Management Style, Recruiting, Selection, Interviewing Skills, Retention Strategies, Public Speaking, CRM, Wealth Creation..., Strategic Financial...
Education
University of Central Florida 1999 — 2001
Financial Planning, CFP curriculum graduate
Stony Brook University 1982 — 1988
BS, Economics
First Data Corporation July 2014 - Present
Prosurance March 2014 - Present
New York Life Insurance Company March 2013 - March 2014
Internal Revenue Service June 2009 - April 2013
ICF International 2008 - 2008
US Navy January 1992 - October 2002
Education
Strayer University 2011 — 2012
Master of Science (M.S.), Business, Management, Marketing, and Related Support Services
University of Phoenix-Northern Virginia Campus
Bachelor of Science (B.S.), Management / Accounting
IAdCA April 2015 - Present
New York Life Insurance Company June 2003 - Present
IAdCA April 2011 - April 2015
IAdCA 2009 - April 2011
FASTSIGNS July 2000 - May 2003
Skills
Meeting Planning, Team Leadership, Insurance, Compliance, Customer Relations, Word, Excel, Event Planning, Problem Solving, Strategic Planning, Negotiation, Event Management, Facebook, Contract Negotiation, Fundraising, Customer Service, Advertising, Public Relations, Leadership, Social Media, Risk Management, Employee Benefits, Training, Microsoft Excel, Email Marketing, Microsoft Word, Staff Development, Management, Marketing, Legal Compliance
Education
State University of New York College of Agriculture and Technology at Morrisville 1987 — 1989
AAS, Journalism
Haute Chics of Austin ConsultantEtcetera
New York Life Insurance Company January 1986 - September 1999
Education
Stephen F. Austin State University 1979 — 1981
BFA, Education & Art
New York Life Insurance Company September 2012 - Present
The Segal Company June 2007 - September 2012
Skills
Actuarial Science, Pensions, Defined Benefit, Employee Benefits, Retirement, Benefits Administration, Executive Pay, Deferred Compensation, Microsoft Excel, Life Insurance, Pension Administration
Education
State University of New York at Stony Brook 2003 — 2007
Applied Mathematics, Economics
M&T Bank December 2009 - Present
RJ Reynolds March 2009 - December 2009
Constellation Energy July 2008 - April 2009
New York Life Insurance Company May 2007 - June 2008
Skills
Cold Calling, Merchant Services, Direct Sales, Account Management, Sales, Banking, Building Relationships, Financial Analysis, B2B, Customer Service, Contract Negotiation, Sales Process, New Business Development
Education
State University of New York College of Agriculture and Technology at Cobleskill
B.B.A., Financial Management
Oncore Golf Technology, Inc August 2010 - Present
Money Physicians, Inc October 2011 - November 2013
New York Life Insurance Company May 2008 - January 2011
Stony Brook University April 2004 - January 2005
Stony Brook University September 2003 - April 2004
D.C.37 Union June 2002 - July 2003
Skills
Budgets, Budget P&L, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Risk, Financial Advisory, Life Insurance, Disability Insurance, Term Life Insurance, High Net Worth Insurance, Risk Management, Account Management, Investments, Investment Management, Alternative Investments, Investor Relations, Investor Liaison, New Business Development, Business Strategy, Business Analysis, Business Planning, Microsoft Excel, Management, Financial Services, Venture Capital, Finance, Asset Management, Valuation, Corporate Finance, Insurance, Private Equity, Investment Strategies, Start-ups, Fixed Income, Cash Management, Analysis, Strategic Partnerships, Management Consulting, Competitive Analysis
Education
Stony Brook University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
Stony Brook University Health Sciences Center School of Medicine 2006 — 2007
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
PDL Designs February 2014 - Present
PDL Flooring Designs January 2013 - February 2014
St. Pius X Catholic School October 2011 - May 2012
New York Life Insurance Company October 2010 - September 2011
R&K Distributors August 2007 - June 2009
Skills
Event Planning, Public Speaking, Fundraising, Event Management, Forklift Operator, Sales, Leadership, Social Networking, Time Management, Facebook, Data Entry, Marketing, Outlook, Social Media, Social Media Marketing, Account Management, Contract Negotiation, Customer Service, Microsoft Excel
Education
Stephen F. Austin State University 2006 — 2009
General Business, Marketing, Management, Operations
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company September 2011 - June 2012
U.S. Commercial Service July 2010 - December 2010
U.S. Commercial Service June 2009 - August 2009
Skills
SAS, Statistical Programming, Stata, Economics, Analysis, Series 6, Microsoft Office, Market Analysis, Financial Analysis, Valuation, Market Research, Project Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stockholms universitet 2008 — 2011
B.Sc., Economics
Cooke County United Way April 2003 - Present
New York Life Insurance Company 1998 - 2000
Halliburton 1987 - 1998
Skills
Nonprofits, Public Relations, Marketing Communications, Fundraising, Event Planning, Community Outreach, Public Speaking, Volunteer Management, Team Building, Leadership Development, Customer Service, Grants, Budgets, Strategic Planning, Marketing, Social Media Marketing, Event Management, Social Media, Program Development, Non-profits, Management, Advertising, Non-profit..., Leadership, Microsoft Office
Education
Stephen F. Austin State University 1973 — 1974
Tarrant County College 1971 — 1973
Associates
YMCA Retirement Funds June 2011 - Present
AXA Equitable March 2007 - June 2011
New York Life Insurance Company April 2006 - December 2007
MetLife 2005 - 2006
Target Stores Inc. 1996 - 1997
Skills
Insurance, Annuities, Retirement, Licensing, Customer Relations, Customer Service, Call Center, Mutual Funds, Retirement Planning, Outlook, Microsoft Office, Word, Financial Planning, Investments, Series 63, Financial Reporting, Long Term Care, Securities, Asset Allocation, Asset Management, 401k, Disability Insurance, Financial Analysis, Variable Annuities, Life Insurance, Financial Services, Microsoft Word, Series 6, Fixed Annuities, Call Centers
Education
Stony Brook University 2000 — 2003
BA
Queens College- City University of New York
BA, Accounting and Information Systems
New York Life Insurance Company November 2009 - Present
Demos Medical Publishing January 2012 - Present
Independent May 1988 - December 2011
CNC Newspapers July 2009 - February 2010
Amica Mutual Insurance Co. March 1985 - June 2004
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Wealth Preservation..., Wellness Coaching, Insurance, Fitness, Life Insurance, Securities, Customer Service, Wellness, Microsoft Office, Financial Planning, Leadership, Mutual Funds, Retirement, Fixed Annuities, Investments, Retirement Planning
Education
Stonehill College 1980 — 1984
B.A., AAAI licensed, Education, Wellness, Weight Management
Millis High School
Millis High School
Workiva May 2013 - Present
Workiva May 2012 - April 2013
Workiva May 2011 - April 2012
Legg Mason August 2008 - May 2011
Campbell & Company, Inc October 2006 - August 2008
PricewaterhouseCoopers July 2004 - October 2006
New York Life Insurance Company September 2001 - September 2003
Skills
CPA, XBRL, SEC Financial Reporting, SOX 404, Workiva Wdesk, Wdesk, Project Management, SEC Filings, Business Networking, Sales Management, Team Management, Team Leadership, Sales Presentations, Customer Satisfaction, Customer Retention, Cross-functional Team..., Account Management, Financial Analysis, Budget Management, Working Capital..., Microsoft Office, Microsoft Excel, PeopleSoft, PeopleSoft Financial, Microsoft Word, PowerPoint, Hyperion, QuickBooks, Salesforce.com..., Accounting, Sarbanes-Oxley Act, Financial Reporting, Finance
Education
Strayer University 2003 — 2004
Bachelor’s Degree, Accounting, 3.8
Towson University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Credit Suisse December 2013 - Present
Deutsche Bank July 2013 - December 2013
New York Life Insurance Company June 2012 - June 2013
Givaudan March 2012 - June 2012
Skills
Business Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, SharePoint, Access, Microsoft Word, PowerPoint, Data Analysis, Process Improvement, Analysis, SAP
Education
Stevens Institute of Technology 2005 — 2010
New York Life Insurance Company June 2012 - Present
Ideal Care Solutions June 2011 - March 2012
US Army March 2002 - October 2008
Skills
Long Term Care Insurance, Life Insurance, 401k Rollovers, Individual Pension Plans, Employee Benefits, Term Life Insurance, whole life insurance, Customer Service, Management, PowerPoint, Public Speaking, Research, Project Management, Leadership, Buy-sell Agreements, Fixed Annuities, Variable Annuities, Teamwork, Disability Insurance, Series 63, Microsoft Word, Series 6, Microsoft Office, Microsoft Excel
Education
Stony Brook University 2006 — 2012
Economics, Health Science
New York Life Insurance Company August 2009 - Present
Skills
Strategic Financial..., Insurance, Financial Analysis, Leadership, Series 6, Public Speaking, Retirement, SPSS, Microsoft Word, Customer Service, Event Planning, Professional..., Relationship Management, Sales
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Theatre/Theater
New York Life Insurance Company January 2013 - Present
Skills
Retirement Planning, Life Insurance, Profit Maximization, College Savings Plans, IRAs, 401k Rollovers, Small Business, Fixed Annuities, Wealth Management, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
State University of New York College at Plattsburgh 2009 — 2011
New York Life Insurance Company November 2011 - Present
New York Life Insurance Company October 2007 - June 2011
White & Case LLP June 2006 - October 2007
City of New York, Department of Parks and Recreation May 2005 - August 2005
Skills
Customer Service, Nonprofits, Volunteer Management, Public Speaking, Volunteer Recruiting, Professional Mentoring, Written & Oral..., Peer Mentoring, Coordinating Special..., Team Leadership, Alumni Relations, Alumni Affairs
Education
University at Albany, State University of New York 2003 — 2006
Bachelor of Arts & Sciences, Political Science
Saint Francis Preparatory High School 1999 — 2003
Stony Brook University
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company March 2013 - February 2014
Pioneer Investments February 2012 - January 2013
Lord Abbett November 2010 - February 2012
Louis Capital Markets May 2010 - August 2010
BNY ConvergEx February 2009 - May 2010
BNY ConvergEx July 2007 - February 2009
BNY ConvergEx July 2006 - July 2007
Skills
Series 7, Securities, Equities, Series 63, Electronic Trading, Bloomberg, Portfolio Management, Mutual Funds, Hedge Funds, Fixed Income, Financial Markets, Equity Trading
Education
Stony Brook University 2002 — 2006
BA, Economics
Western & Southern Life March 2014 - Present
Allstate September 2013 - Present
New York Life Insurance Company February 2012 - September 2013
Melaleuca:The Wellness Company 2010 - 2011
US Census Bureau January 2010 - August 2010
Consulting Companies May 1998 - January 2010
CSC 2000 - 2003
Atlantic City Electric February 1992 - May 1998
Atlantic City Electric February 1992 - May 1998
Skills
Leadership, Insurance, Retirement Planning, Team Building, Process Improvement, Management, Risk Management, Training, Finance, Estate Planning, Healthcare, Retirement, Analysis, Customer Service, Term Life Insurance, Small Business, Project Planning, Sales, Strategic Planning, New Business Development, Long-term Care, Employee Benefits, Life Insurance, Marketing, Mutual Funds, Business Planning, Financial Services, Budgets, Securities, Strategic Financial..., Fixed Annuities, Investments, Sales Management, Coaching
Education
Richard Stockton College of New Jersey 1986 — 1990
Bachelor of Science (BS), Public Health / environmental science
Taylor Business Institute 1982 — 1983
Information Processing & Accounting, Software Programmng
Self August 2010 - Present
New York Life Insurance Company October 2011 - October 2012
Devcon Security April 2011 - September 2011
First Alarm Security Services May 2006 - October 2009
Skills
Customer Service, Customer Relations, Sales Management, New Business Development, Trade Show Coordination, Bridal Consultant, Security, Retail, Account Management, Management, Sales, Merchandising, Apparel, Marketing, Trade Shows, Small Business, Direct Sales, Fashion, Event Planning, Training, Insurance, Business Development, Team Building, Consulting, Selling, Marketing Strategy, Entrepreneurship, Strategic Planning, Leadership Development, Cross-functional Team..., Customer Satisfaction, Start-ups, Public Speaking, Sales Operations, Event Management, Social Media, Salesforce.com, Business Planning, Budgets, Social Networking
Education
Stephen F. Austin State University
Weichert Financial Services January 2012 - Present
New York Life Insurance Company March 2006 - June 2010
Education
Richard Stockton College of New Jersey 1997 — 2000
BA, History
New York Life Insurance Company January 2014 - Present
EmblemHealth May 2008 - December 2013
L'Oréal January 2007 - April 2008
Scholastic February 2000 - January 2007
Scholastic June 1997 - January 2000
Dewey Ballantine August 1996 - June 1997
Kwasha Lipton LLP October 1994 - July 1996
Laiken Associates January 1990 - January 1994
Laventhol & Horwath January 1987 - January 1990
Skills
Defined Benefit, Deferred Compensation, Employee Benefits, Program Management, Pensions, Budgets, Retirement, Onboarding, HRIS
Education
New School University 1998 — 2001
MS, Human Resources Management
Stony Brook University 1982 — 1986
B.S, Applied Mathematics & Statistics
New York Life Insurance Company July 2012 - January 2013
First Investors Corporation May 2011 - November 2011
Skills
Life Insurance, Annuities, Mutual Funds, Fixed Annuities
Education
State University of New York College at Oswego 2008 — 2011
B.S., Finance
Retailer/Student May 2015 - Present
New York Life Insurance Company October 2014 - May 2015
Mortgage Brokers March 2004 - June 2009
Skills
Client Relationship..., Client Goal Definition..., Sales & Marketing Tools., Business/Revenue Growth., Report..., Finance, Insurance, Customer Service
Education
Strayer University 1998 — 2000
Business Administration Courses
BNP PARIBAS NORTH AMERICA July 2012 - Present
E FUND MANAGEMENT (HONG KONG) CO. LTD December 2007 - March 2012
NEW YORK LIFE INSURANCE COMPANY July 2007 - December 2007
NIKKO GLOBAL ASSET MANAGEMENT (USA), INC. September 2001 - December 2006
CITIGROUP ASSET MANAGEMENT (CGAM) October 1999 - September 2001
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Barra, Factsect, Wilshire, CFA, Bilingual in Chinese..., Chartered Financial...
Education
BARUCH COLLEGE, THE CITY UNIVERSITY OF NEW YORK 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
State University of New York at Stony Brook 1996 — 1997
Master of Science (M.S.), Management and Policy, 3.9
SHANGHAI JIAOTONG UNIVERSITY 1990 — 1993
Master of Science (M.S.), Materials Science & Engineering
SHANGHAI JIAOTONG UNIVERSITY 1984 — 1988
Bachelor of Science (B.S.), Materials Science & Engineering
The Vacc Group October 1997 - Present
Self-employed October 1989 - Present
New York Life Insurance Company October 1989 - June 1996
Skills
Irrevocable Life...
Education
Stony Brook University
Large Global Hedge Fund 2003 - Present
Lehman Brothers 2000 - 2002
Merrill Lynch 1999 - 2000
New York Life Insurance Company 1996 - 1999
J.P. Morgan 1994 - 1996
IBM (T. J. Watson Research Center) 1993 - 1994
Wipro Systems 1991 - 1993
Skills
Trading Systems, SQL, Business Analysis, Market Data, Portfolio Management, Derivatives, Agile Methodologies, Equities, Microsoft SQL Server, Software Development, Software Project..., Options, Enterprise Architecture, Requirements Analysis, SDLC, VBA, .NET
Education
Stevens Institute of Technology 2001 — 2002
Graduate Certification, Project Management
India 1988 — 1991
Master of Computer Applications (M.C.A.), Computer Software Engineering
Columbia University in the City of New York June 2014 - Present
- July 2012 - June 2014
New York Life Insurance Company May 2005 - 2012
New York Life Insurance Company September 1998 - May 2005
New York Life Insurance Company September 1989 - September 1998
Skills
Budget Administration, Database Administration, System Testing, Microsoft Excel, Microsoft Word, Microsoft Access, MS Publisher, RoboHelp, SAP R/3, Lotus Notes Designer, Budgets, Lotus Notes, Management, Databases, Business Analysis, Microsoft Publisher, Testing, Access, Project Management, Business Process, Process Improvement, Project Planning, Visio, Cross-functional Team..., Leadership, MS Project, Vendor Management
Education
Saint John's University
Bachelor of Science (BS), Computer Information Systems/Decision Sciences
Stony Brook University 2012 — 2012
Project Management Certification Program, successfully completed November 2012
New York Life Insurance Company December 2011 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Insurance, Long Term Care Insurance, Whole Life, Estate Planning, Strategic Financial...
Education
Strayer University (VA) 2006 — 2011
Bachelor of Science (B.S.), Economics
Humphries Construction Corp. October 2014 - Present
GSD Construction January 2014 - Present
GSD Construction September 2012 - Present
Newmark Homes January 2004 - September 2012
Farmers Insurance July 2001 - January 2004
New York Life Insurance Company July 1999 - July 2001
Skills
Project Management, Project Planning, Customer Service, Operating Budgets, Problem Management, Vendor Relationships, Construction Management
Education
Stephen F. Austin State University 1996 — 1999
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company August 2011 - Present
NEW YORK LIFE 1978 - 2011
Skills
Retirement, Retirement Planning, Term Life Insurance, IRAs, 401k, Asset Allocation, Investment Advisory, Series 6, Pensions, Financial Services, Program Management, Public Speaking, Team Building, Vendor Management, Asset Management
Education
State University of New York Empire State College 2003 — 2013
Bachelor of Science (BS), Cultural Studies/Writing
Ft Hamiliton H.S. Brooklyn, NY
Edison Properties September 2012 - June 2013
New York Life Insurance Company April 2012 - September 2012
Wolters Kluwer Law & Business August 1995 - January 2011
Skills
Sales, Sales Management, Salesforce.com, Sales Operations, Direct Sales, Sales Process, Sales Presentations
Education
SUNY Empire State College 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Alternatives for Children June 2008 - Present
New York Life Insurance Company September 1992 - December 2006
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Typing
Education
State University of New York Empire State College 2010 — 2015
Bachelor of Arts (B.A.), Community and Human Services, 4.0
Queens College 1987 — 1991
Family and Comsumer Studies
Mass Mutual March 2015 - Present
New York Life Insurance Company June 2010 - February 2015
CountryMax Stores May 2002 - June 2010
Skills
Investments, Life Insurance, Disability Insurance, Financial Planning, Helping Clients, Analytic Problem Solving, Professional Case Design
Education
State University of New York Empire State College 2007 — 2008