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
Mandi Thompson Mandi Thompson Tacoma, Washington Details
Mandi Thompson's New York Life Insurance Company Experience September 2013 - February 2014
Job *Experienced Office Professional
Industry Hospital & Health Care
Experience
PACCAR  July 2014 - November 2014
University Place Care Center  April 2014 - May 2014
New York Life Insurance Company   September 2013 - February 2014
Adecco Staffing, USA  April 2012 - September 2013
Franciscan Medical Group  August 2007 - February 2012
CHI Franciscan Health  April 2007 - August 2007
Digital Escrow, LLC   January 2006 - September 2006
Pacific Northwest Title  September 2005 - December 2005
Ticor Title  November 2004 - September 2005

Skills
Organization &..., Customer Service, Life Insurance, Hiring Employees, Staffing Coordination, Human Resources, Administrative..., Front Office, Front Office Support, Title Clearing, Answering Phones, Patient Satisfaction, Patient Registration, Medical Records, Medical Chart Completion, Orthopedic, Escrow, Residential Mortgages, Microsoft Excel, Microsoft Word, Microsoft Office, Alpha Filing, Data Entry, Quality Control, Document Review, Phone Etiquette, Mail Sorting, Email, Hardwork, Appointment Scheduling, Multi-line Phone, Maintaining..., spreadsheets, Insurance Verification, Employment Verifications, Document Imaging, Database Administration, Receptionist Duties, Error Correction, Client Relations, Invoice Verification, Data Collection, Personnel Records, Client Correspondence, Demographics, Requirements Gathering, Outlook, Filing

Education
Tacoma Community College   2007 — 2007
Certificate, Medical Office Clerk

Foss High School   1995 — 1999
Diploma, General Studies

Baba Taiye Renfrow Baba Taiye Renfrow Greater Philadelphia Area Details
Baba Taiye Renfrow's New York Life Insurance Company Experience January 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2012 - Present
Distante Clothing   February 1994 - December 2011
Camillion Clothing Boutique   October 1989 - July 1993

Skills
Strategic Financial..., Wealth Accumulation, Wealth Preservation..., Fixed Annuities, Small Business, Life Insurance, Retirement Planning, Investments, Insurance, Leadership, Finance, Entrepreneurship, Retirement, Long Term Care Insurance, Estate Planning, Wealth Management, Whole Life, Mutual Funds, Asset Allocation, Portfolio Management, Universal Life, IRAs, Asset Management, 401k, Securities, Disability Insurance, Business Planning, Financial Services, Management, Investment Strategies, College Education..., Business Continuity..., Risk Management, Financial Analysis, Voluntary Employee..., Long-term Care, Financial Planners, Employee Benefits, Relationship Management, Investment Advisory, Term Life Insurance, Buy-Sell, Wealth Accumulation..., 401k Rollovers, Life Insurance Planning, Permanent Life Insurance, Business Owner Planning, Qualified Retirement..., Gifting Strategies, Protection...

Education
Temple University
Business Administration and Management, General

West Catholic High School
Diploma

Yu-Hsin (Sim) Cheng Yu-Hsin (Sim) Cheng Orange County, California Area Details
Yu-Hsin (Sim) Cheng's New York Life Insurance Company Experience August 2014 - May 2015
Job Farmers Insurance Group of Companies Agent
Industry Insurance
Experience
Farmers Insurance Group of Companies  May 2015 - Present
New York Life Insurance Company   August 2014 - May 2015
Bellus Inc.   November 2012 - February 2014
Ernst & Young  June 2010 - June 2011
INFINET TECNOLOGY LTD.   June 2006 - December 2008

Skills
Business Development, Business Succession..., Buy-sell Agreements, Communication, Creative Problem Solving, Education Funding..., Event Marketing Strategy, IRA Rollovers, Key Person Protection, Lifetime Income..., Personal Finance, Protection..., Insurance, Commercial Insurance, Health Insurance, Property & Casualty..., Umbrella Insurance, Term Life Insurance, Life Insurance, auto insurance, Financial Planning

Education
University of La Verne   2008 — 2010
Master of Business Administration (MBA), Accounting and SCM, 3.4

Tamkang University   2004 — 2007
Bachelor's degree, Accounting

Norman Mui Norman Mui Havertown, Pennsylvania Details
Norman Mui's New York Life Insurance Company Experience April 1987 - Present
Job Sale representive at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 1987 - Present
Maki House Japanese Restaurant   October 2002 - December 2013

Skills
Financial Analysis, Finance, Sales, Life Insurance, Health Insurance, Chinese interpreter

Education
Temple University   1979 — 1982
Bachelor's Degree, Architecture, B

Roman Catholic HIgh School   1975 — 1978
B

Alejandro De La Garza Alejandro De La Garza Midland, Texas Details
Alejandro De La Garza's New York Life Insurance Company Experience May 2009 - December 2010
Job Wireline Field Engineer at Allied Horizontal Wireline Services, LLC
Industry Oil & Energy
Experience
Allied Horizontal Wireline Services, LLC  July 2014 - Present
Schlumberger  July 2011 - December 2013
New York Life Insurance Company   May 2009 - December 2010

Skills
Oil/Gas, Wireline, Reservoir Engineering, Reservoir Evaluation, QHSE, SSO, Geology, Well Logging, Mud Logging, CAD/CAM, Mechanical Drawings, Manufacturing, Lean Manufacturing, Electronics, Radiation Safety, Nuclear Geology, Engineering, Onshore, Business Strategy, Gas, Negotiation, Mechanical Engineering, Energy, Management, Oil & Gas, Oilfield, Petroleum

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey   2001 — 2007
Bachelor's degree, Mechanical Engineering

Instituto Tecnologico y de Estudios Superiores de Monterrey campus MTY
BS Mechanical Engineer with Industrial Engineer minor , Mechanical Engineer

Kim Sang Lor Kim Sang Lor Tacoma, Washington Details
Kim Sang Lor's New York Life Insurance Company Experience April 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2013 - Present
Woodstone Credit Union  March 2011 - February 2012
Sterling Savings Bank  September 2000 - June 2010
U.S. Bank   July 1997 - August 2000

Skills
Long-term Customer..., Customer Satisfaction, Creative Problem Solving, Building Relationships, Life Insurance

Education
University of Washington   1998 — 2000

Tacoma Community College   1995 — 1997

Joseph Gettler Joseph Gettler Syracuse, New York Area Details
Joseph Gettler's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   May 2013 - Present
NYLIFE Securities LLC  March 2014 - Present
Hot Topic  March 2004 - June 2012
Gadzooks  July 2002 - March 2004
Aeropostale  February 2000 - June 2002
Pacific Sunwear  April 1998 - February 2000
Design's Inc.   April 1993 - March 1998

Skills
Visual Merchandising, Retail, Retirement, Shrinkage, New Store Openings, Insurance, Financial Services, Store Operations, Retail Sales, Annuity Sales, Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Protection..., Asset Protection, Wealth Preservation..., Gifting Strategies, Key Person Protection, Legacies, Life Insurance, Merchandising, Customer Service, Team Building

Education
Adirondack Community College

Ana Ruiz Peralta Ana Ruiz Peralta Richland/Kennewick/Pasco, Washington Area Details
Ana Ruiz Peralta's New York Life Insurance Company Experience August 2013 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Insurance Company   August 2013 - Present
Washington State Commission on Hispanic Affairs  February 2011 - December 2012
Pacific Interpreters  September 1999 - July 2012

Skills
Public Relations, Community Outreach, Public Speaking, Marketing, Event Planning, Program Management, International Relations, Employee Benefits, Life Insurance..., Business Insurance..., Leadership Development, Spanish, Translation

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey   1995 — 1997

Universidad de Colima   1995 — 1997

Brittany Vega Brittany Vega New Windsor, New York Details
Brittany Vega's New York Life Insurance Company Experience January 2013 - Present
Job Agent at New York Life Ins. Co.
Industry Financial Services
Experience
New York Life Insurance Company   January 2013 - Present
Billy Joes Ribworks   January 2011 - October 2013
walmart pharmacy  October 2008 - December 2010
Stop & Shop  March 2006 - October 2008

Skills
Bilingual, Team Leadership, Learning Quickly, Exceptional People..., Pharmacy

Education
SUNY Orange   2008 — 2010
Liberal Arts and Sciences/Liberal Studies

pharmacy technician certification board   2009 — 2009
certified pharmacy technician

Giselle Manon Giselle Manon Brooklyn, New York Details
Giselle Manon's New York Life Insurance Company Experience 2008 - 2012
Job Administrative Associate at New York City School Construction Authority
Industry Financial Services
Experience
New York City School Construction Authority  September 2015 - Present
New York City School Construction Authority  April 2013 - Present
New York Life Insurance Company   2008 - 2012
Citi  May 2004 - April 2008

Skills
Customer Service, Microsoft Word, PowerPoint, Access, Process Improvement, Vendor Management, Microsoft Office, Outlook, Lotus Notes, P2P, Accounts Payable, Procurement, Invoicing, Sourcing, Retail, Databases, Administrative..., Training

Education
Technical Career Institutes   2001 — 2002
Associate's degree, Office Technology

Antonio D. Sankey, CLU, ChFC, CASL, REBC, RHU Antonio D. Sankey, CLU, ChFC, CASL, REBC, RHU Birmingham, Alabama Details
Antonio D. Sankey, CLU, ChFC, CASL, REBC, RHU's New York Life Insurance Company Experience January 2001 - Present
Job Dedicated Financial Adviser helping individuals, families, and business owners achieve financial independence
Industry Financial Services
Experience
Eagle Strategies, LLC  January 2001 - Present
New York Life Insurance Company   January 2001 - Present
NYLIFE Securities LLC  January 2001 - Present
American General Life and Accident  August 1998 - January 2001

Skills
Retirement Planning, Multi-Generational..., Asset Protection, Multi-Generational..., Estate Planning, 401(k) Rollovers, Investments, Wealth Preservation..., Succession Planning, Protection Planning/..., Small Business, Gifting Strategies, CLU, Insurance, Finance, FINRA, Securities, Financial Services, Multi-generational..., Life Insurance, Retirement, Wealth Management, Customer Service, Public Speaking, Wealth, Fixed Annuities, Leadership, Microsoft Office

Education
The American College
CLU, ChFC, CASL, REBC, RHU, Financial Planning and Services

Talladega College

University of Alabama at Birmingham

Chengying Wang Chengying Wang Austin, Texas Details
Chengying Wang's New York Life Insurance Company Experience June 2015 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   June 2015 - Present
Swarthmore College  September 2012 - May 2015
Swarthmore College  September 2012 - May 2015
Swarthmore College  September 2013 - February 2015
New York Life Insurance Company   May 2014 - August 2014
Swarthmore College  May 2013 - July 2013
Swarthmore College  May 2012 - July 2012

Skills
R, Python, C++, Mandarin, Mathematica, Stata, Research, LaTeX, Statistics, VBA

Education
Swarthmore College   2011 — 2015
Bachelor of Arts (B.A.), Mathematics and Computer Science

Nanjing Foreign Language School   2005 — 2011
Middle School and High School Diploma

Dolores Redmond Dolores Redmond Greater Philadelphia Area Details
Dolores Redmond's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at AAA MidAtlantic Insurance Group
Industry Insurance
Experience
AAA Mid-Atlantic Insurance   June 2015 - Present
New York Life Insurance Company   September 2014 - Present
Navigant  2013 - 2014
Interdigital  January 2005 - December 2012
Primerica  January 2002 - January 2005
TEMPLE UNIVERSITY MEDICAL CENTER   January 1995 - January 2002
MANHATTAN EYE & EAR HOSPITAL   January 1992 - January 1995
NORTHROP-GRUMMAN AEROSPACE CORPORATION   January 1989 - January 1992

Skills
Training, Human Resources, Press Releases, Employee Benefits, Management, Administrative..., Budgets, Analysis, Interviews, Process Scheduler, Sales, New Hire Orientations, Project Management, Event Planning, Public Relations, Microsoft Word, Business Development, Program Management, Microsoft Excel, Customer Service, Employee Relations, Recruiting, Outlook, Time Management, Administration, Leadership

Education
Temple University   1997 — 2001
None, General Studies

Temple Univeristy   1995 — 2001
Completed General Studies--Temple University

Joshua Sackstein Joshua Sackstein Northport, New York Details
Joshua Sackstein's New York Life Insurance Company Experience August 2014 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2014 - Present
Chili's  November 2008 - Present
Applebees International  February 2007 - November 2008

Skills
Spanish, Facebook, Social Media, Hospitality, Time Management, Event Planning, Customer Service, Social Networking, PowerPoint, Data Entry, Event Management, Social Media Marketing, Microsoft Word, Teamwork, Customer Satisfaction, Microsoft Excel, Microsoft Office, Public Speaking, Management

Education
University at Albany   2009 — 2011
Bachelor of Arts, Rhetoric and Communications

Suffolk County Community College   2007 — 2009
Associates in Arts, Communications

Kim Luckey, ChFC®, CLU® Kim Luckey, ChFC®, CLU® Richland Center, Wisconsin Details
Kim Luckey, ChFC®, CLU®'s New York Life Insurance Company Experience December 1995 - Present
Job Caring, passionate Financial Services Professional helping families and business owners in southwest Wisconsin.
Industry Financial Services
Experience
NYLIFE Securities LLC  January 1996 - Present
New York LIfe Insurance Company   December 1995 - Present

Skills
Retirement Planning, 401k Rollovers, Investments, Licensed Life Insurance..., ChFC, CLU

Education
Sullivan County Community College   1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences

Jeffersonville-Youngsville Central School   1962 — 1975
Regents Diploma, General Academics

Cory McCallum Cory McCallum Greater Atlanta Area Details
Cory McCallum's New York Life Insurance Company Experience February 1996 - August 1996
Job Managing Director, SunTrust Audit Services at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  July 2012 - Present
SunTrust Bank  January 2010 - Present
SunTrust Bank  October 2008 - December 2009
SunTrust Bank  August 2004 - December 2009
SunTrust Bank  February 2007 - October 2008
SunTrust Bank  February 1999 - August 2004
Bank of America  September 1998 - November 1998
Central Fidelity Securites (now Wells Fargo Advisors)   December 1996 - August 1998
Ward Financial Services   February 1995 - December 1996
New York Life Insurance Company   February 1996 - August 1996

Skills
Wealth Management, Alternative Investments, Offshoring, Wholesaling, Asset Management, Risk Management, Portfolio Management, Investments, Insurance, Financial Planning, Asset Managment, Strategic Financial..., Investment Management, Wealth Management..., Strategy, Wholesale, New Business Development, Financial Services, Retail Banking, Financial Analysis, Banking, Management, Asset Allocation, Wealth, Internal Audit, Operational Risk..., Auditing

Education
University of Pennsylvania - The Wharton School   2013 — 2015
ABA Stonier Graduate School of Banking, Leadership Certificate

Old Dominion University - College of Business and Public Administration   1998 — 1999
Professional Financial Planner Certificate

Virginia Military Institute   1990 — 1994
BA, History, Minor Business

Frank W. Cox High School   1986 — 1990
Advanced Studies Diploma

Holly Brooks Holly Brooks Austin, Texas Area Details
Holly Brooks's New York Life Insurance Company Experience March 2011 - July 2011
Job Orthodontic Treatment Coordinator
Industry Medical Practice
Experience
Smiles of Austin   July 2011 - Present
New York Life Insurance Company   March 2011 - July 2011
Bankers Life and Casualty  January 2011 - March 2011
Travis County Medical Alliance   August 1997 - June 2009
Electronic Data Systems  June 1994 - May 1997

Skills
Retirement Planning, Estate Planning, Wealth Management, Microsoft Office, Employee Benefits, Insurance, Sales, Marketing, New Business Development, Public Speaking, Marketing Strategy, Fundraising, Event Planning, Marketing Communications, Nonprofits, Health Insurance, Financial Analysis, Fixed Annuities, Investments, Life Insurance, Series 6, Small Business, Strategic Financial...

Education
Tarleton State University   1982 — 1986
Bachelor of Business Administration (BBA), Marketing

Gabriel Yalowitz Gabriel Yalowitz Greater Philadelphia Area Details
Gabriel Yalowitz's New York Life Insurance Company Experience February 2012 - November 2012
Job Member, Custom Mortgage Resolution, LLC
Industry Consumer Services
Experience
Custom Mortgage Resolution, LLC   June 2013 - Present
US Mortgage Line   January 2014 - June 2014
NJ Army National Guard  December 2008 - June 2014
New York Life Insurance Company   February 2012 - November 2012

Skills
Military, Training, Customer Service, Great Motivator, Day-to-Day Operations, Managing Inventory, Leadership, Directing Workflow, Operating in high..., Managing complex..., Ability to function..., Communication Skills

Education
Temple Real Estate School   2013 — 2013
Real Estate

Temple University   2008 — 2012
BA Criminal Justice

Temple University   2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice and Corrections

Ashley Dahman Ashley Dahman Louisville, Kentucky Area Details
Ashley Dahman's New York Life Insurance Company Experience January 2010 - May 2011
Job Deliverance Team & District Pastor at Evangel World Prayer Center
Industry Health, Wellness and Fitness
Experience
Evangel World Prayer Center   August 2014 - Present
Deliver The Captives Ministries   March 2013 - Present
Accountemps  July 2013 - March 2014
Northwestern Mutual  2011 - January 2013
New York Life Insurance Company   January 2010 - May 2011
Place Properties  October 2007 - January 2010

Skills
Coaching, Training, Staff Development, Sales, Networking, Public Speaking, Team Building, Event Planning, Customer Service, Insurance, Leadership, Budgets, Strategic Planning, Cold Calling, Account Management, Business Development, Sales Management, Leadership Development, Finance, Contract Negotiation, Temporary Placement, Marketing Strategy, Business Planning

Education
Temple University   2004 — 2007
BA of Science, Community & Regional Planning

CGIA
Ordained Minister

Laurie Pollack Laurie Pollack Fort Lauderdale, Florida Details
Laurie Pollack's New York Life Insurance Company Experience August 2012 - April 2014
Job Insurance Agent and Financial Services Professional
Industry Insurance
Experience
Independent  December 2012 - Present
New York Life Insurance Company   August 2012 - April 2014
Bankers Life and Casualty  June 2010 - August 2012

Skills
Life Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Medicare, Health Insurance, Long Term Care Insurance, Retirement Planning, Employee Benefits, Whole Life, Variable Life, Variable Annuities, Estate Planning, Investments, Retirement, Long-term Care, Universal Life, Insurance, Financial Planning

Education
Syracuse University   1977 — 1981
Bachelor of Arts (B.A.), Management

Hashim Campbell Hashim Campbell Bronx, New York Details
Hashim Campbell's New York Life Insurance Company Experience January 2011 - February 2012
Job Founder & Managing Partner at 247Taxes.net
Industry Accounting
Experience
247Taxes.net   May 2012 - Present
Excelsior Tax Services Inc   March 2006 - May 2012
New York Life Insurance Company   January 2011 - February 2012
JPMorgan Chase  October 2009 - January 2011

Skills
Personal Income Tax..., Small Business Tax, Life Insurance, College Savings Plans, Notary Public, New Business Set-up, Retirement Planning, Personal Tax Planning, Aflac Income Protection

Education
Temple University   2000 — 2004
Bachelor of Arts (B.A.), Psychology

Anthony DiLucia Anthony DiLucia Greater Philadelphia Area Details
Anthony DiLucia's New York Life Insurance Company Experience February 2008 - February 2011
Job Sales Executive at Chaikin Analytics LLC
Industry Investment Management
Experience
Chaikin Analytics LLC  April 2015 - Present
Quench USA, Inc.   January 2014 - March 2015
1&1 Internet, Inc.   March 2011 - January 2014
New York Life Insurance Company   February 2008 - February 2011
MarCor Purification   March 2007 - November 2007
ATX Telecommunications  February 1993 - February 2007
First Investors  July 1991 - January 1993

Skills
Accounts Receivable, Cold Calling, Customer Service, Account Reconciliation, Microsoft Excel, Online Marketing, Online Communications, Inside Sales, Credit Management, Collections, Staff Supervision, Hiring, Employee Training, Aging Reports, Profit and Loss, Sarbanes-Oxley, Sales, Sales Support, Customer Retention, Contract Negotiation, Cash Receipts, Method Development, Solution Implementation, Risk Assessment, Manage Client..., Risk Analysis, PowerPoint, Microsoft Word, Microsoft Office, Windows, Mas 500, Oracle, Outlook, Web Services, Website Development, Web Analytics, Sales Presentations, Technical Presentations, Financial Analysis, MAS500, CRM

Education
Temple University   1987 — 1991
Bachelor's degree of Science, Finance, General

Temple University
Bachelor of Science (B.S.), Finance, General

Gus Ruiz Gus Ruiz Austin, Texas Details
Gus Ruiz's New York Life Insurance Company Experience January 2013 - Present
Job Sales Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2013 - Present
New York Life Insurance Company   January 2013 - Present

Skills
Insurance, Health Insurance, Life Insurance, Term Life Insurance, Sales

Education
Suffolk County Community College   2001 — 2002

Salesiano Don Bosco

John Consolie John Consolie Fairport, New York Details
John Consolie's New York Life Insurance Company Experience February 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2015 - Present
Baldwin Richardson Foods  October 2010 - October 2014
Birds Eye Foods  August 2005 - September 2010
Red Jacket Orchards  2002 - 2005
Seneca Foods Corporation  1995 - 2002
Seneca Foods Corporation  1979 - 1995

Skills
Manufacturing Planning, Budget Preparation, Facilities Management, Cost Analysis, Logistics Planning, Supply Chain, Inventory Management

Education
SUNY Canton   1978 — 1979
AAS

Baba Taiye Renfrow Baba Taiye Renfrow Greater Philadelphia Area Details
Baba Taiye Renfrow's New York Life Insurance Company Experience January 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2012 - Present

Skills
Strategic Financial..., Wealth Preservation..., Retirement Planning, Qualified Retirement..., 401k Rollovers, Fixed Annuities, Financial Analysis, Life Insurance, Protection..., Whole Life, Universal Life, Long Term Care Insurance, College Education..., Gifting Strategies, Voluntary Employee..., Investments, IRAs, College Savings Plans, Estate Planning, Wealth Accumulation, Disability Insurance, Business Continuity..., Roth IRA, SEP IRA, Simple IRA, Buy-sell Agreements, Investment Strategies, Key Person Protection, Financial Planning, Insurance, Public Speaking, Retirement

Education
Temple University

Bianca Spizzirri Bianca Spizzirri Greater New York City Area Details
Bianca Spizzirri's New York Life Insurance Company Experience May 2015 - Present
Job Web Developer
Industry Graphic Design
Experience
New York Life Insurance Company   May 2015 - Present
Cleanse Tec   February 2015 - May 2015
GateHouse Media  November 2012 - January 2015
www.eatwhatyagot.com   2009 - 2014
Cablevision Corporate Offices   2012 - September 2012
IDS Remington Printing   2010 - 2012
Lemon Pound Cake   March 2009 - 2010

Skills
Illustration, Graphic Design, Illustrator, Art, Editing, HTML, CSS, Adobe Creative Suite, Web Design, Social Media, Dreamweaver, Flash, Digital Illustration, Typography, Photography, Vector Illustration, Logo Design, Advertising, Graphics, Layout, InDesign, Photoshop, Drawing, Painting, Mac

Education
State University of New York Institute of Technology at Utica/Rome   2014 — 2016
Master of Information Design and Technology, Design, Communications, e-Learning

SUNY Farmingdale   2011 — 2012
Continuing Ed - Web Design and Development, Information Design and Technology

St. John's University (2005-2009)   2005 — 2009
BFA, Illustration; Spanish, 3.8 GPA

Jonathan Stauffer Jonathan Stauffer Oaks, Pennsylvania Details
Jonathan Stauffer's New York Life Insurance Company Experience June 2013 - September 2013
Job Operations Analyst at SEI
Industry Financial Services
Experience
SEI  October 2014 - Present
The Wild Rover Tavern   April 2012 - September 2014
New York Life Insurance Company   June 2013 - September 2013

Skills
Leadership, Microsoft Excel, Sales, Team Leadership, Team Building, Microsoft Word, Recruiting, Microsoft Office, Social Media, Sports, Customer Service, Financial Analysis, Management, Training, Financial Services, Insurance, Time Management

Education
Suffolk University   2010 — 2014
Business Administration and Management, General

Abigail Lucarelli Abigail Lucarelli Kings Park, New York Details
Abigail Lucarelli's New York Life Insurance Company Experience April 2015 - September 2015
Job Desk Attendant and Inventory Controller at BloughWeis Library
Industry Marketing and Advertising
Experience
New York Life Insurance Company   April 2015 - September 2015
Fairfield Properties  November 2014 - February 2015
Blough-Weis Library   September 2010 - May 2014
Sant'Anna Institute   July 2013 - August 2013
Sage Parts Plus, Inc.   December 2012 - January 2013
Sage Parts Plus, Inc.   May 2012 - August 2012
Sage Parts Plus, Inc.   May 2011 - August 2011

Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Time Management, Logistics

Education
Susquehanna University   2010 — 2014
Bachelor of Science (B.S.), Business Administration with an emphasis in Marketing and Global Management

Jonathan (Jon) Edelman Jonathan (Jon) Edelman Philadelphia, Pennsylvania Details
Jonathan (Jon) Edelman's New York Life Insurance Company Experience May 2012 - January 2013
Job EPM Security and Controls Consultant at PwC
Industry Information Technology and Services
Experience
PwC  August 2014 - Present
Fox School of Business at Temple University  December 2011 - January 2015
Fox School of Business at Temple University  August 2013 - January 2014
New York Life Insurance Company   May 2012 - January 2013
Fox School of Business at Temple University  August 2012 - December 2012
RuffaloCODY  July 2011 - March 2012

Skills
Fundraising, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Social Media, Event Planning, Social Networking, Data Analysis, Customer Service, Time Management, Leadership, Research, Finance, Access, Management, Risk Management, Facebook, Analysis, Financial Analysis, IT Audit, Project Management, Economics, ERP, EPM

Education
Temple University - Fox School of Business and Management   2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics, Senior

Central High School   2006 — 2010
Bachelor's Degree, Arts

Jack Kendrick Jack Kendrick Medfield, Massachusetts Details
Jack Kendrick's New York Life Insurance Company Experience 2011 - 2013
Job Financial Professional at The Moody Street Group, LLC
Industry Financial Services
Experience
The Moody Street Group, LLC  March 2013 - Present
American United Life  2013 - Present
New York Life Insurance Company   2011 - 2013
MetLife  2010 - 2011
Southwest Securities  2000 - 2009
Kendrick Financial   1993 - 2000

Education
Merrimack College
Bachelor of Science (BS), Accounting and Finance

Suffolk University
Master of Public Administration (MPA)

Paul Engels Paul Engels South Burlington, Vermont Details
Paul Engels's New York Life Insurance Company Experience October 2005 - January 2009
Job Shared Living Provider at Howard Center
Industry Mental Health Care
Experience
Howard Center  April 2013 - Present
Paul Engels Financial Services   January 2009 - Present
Paul Engels Financial Services   October 2003 - Present
South Burlington City Council   March 2011 - March 2013
New York Life Insurance Company   October 2005 - January 2009
Kelliher Samets Volk  2000 - 2003
Kelliher Samets Volk  2000 - 2003
White Light Communications   1989 - 1994

Skills
Community Outreach, Strategic Planning, Analysis, Research, Public Relations, Non-profits, Writing, Microsoft Office, Production, Planning, Financial Planning, Fundraising, Estate Planning, Business Planning, Policy, Small Business, Government, Problem Solving, New Business Development, Public Speaking, Social Media, Team Building, Outlook, Government Liaison, Nonprofits, Leadership Development, Project Planning, Training

Education
Syracuse University   1975 — 1977
MS, Television, Radio and Film

Robert Compton Robert Compton Newark, New York Details
Robert Compton's New York Life Insurance Company Experience July 2014 - Present
Job Team Care Assistant at Lifetime Care Home Health Care and Hospice
Industry Hospital & Health Care
Experience
Lifetime Care Home Health Care and Hospice  May 2015 - Present
New York Life Insurance Company   July 2014 - Present
New York Life Insurance Company   June 2014 - Present
Hill Haven Nursing Home- RGH   January 2001 - June 2014

Skills
Term Life Insurance, Life Insurance

Education
SUNY Canton   2010 — 2013
Bachelor's Degree, Business Management

Richard Weiss Richard Weiss Greater Philadelphia Area Details
Richard Weiss's New York Life Insurance Company Experience 1998 - 2009
Job Owner, Trident ProductionsEnterprise Communications Writing and Media Design
Industry Writing and Editing
Experience
Trident Productions   January 1984 - Present
sanofi-aventis  2000 - Present
Impact Unlimited  1995 - Present
BASF  January 2012 - August 2014
DANNEMANN EL NOBLE CIGARRO GMBH   January 2009 - July 2012
Task Brasil   2003 - 2010
Glenn & Glenn Productions   2000 - 2009
New York Life Insurance Company   1998 - 2009
WebEx  2007 - 2008
Bonafina Films   1989 - 2008

Skills
Proposal Writing, Interactive Marketing, Interactive Advertising, New Business Development, Event Marketing, Speech Writing, Speech Coaching, Interactive Media, Corporate Events, Corporate Branding, Non-profit..., Fiction Writing, Documentaries, Sales Meetings, Website Development, Sales Presentations, Volunteer Leadership, Pharmaceutical Sales, Live Events, Screenwriting, Healthcare Marketing, Food Writing, Trade Shows, Travel Writing, Travel Photography, Creative Direction, Scientific Writing, Technical Writing, Banner Ads, Brand Communication, Social Media, Social Media Marketing, Web Analytics, Interviewing, Copywriting, Non-profits, Integrated Marketing, Digital Media, E-Learning, Video Production, Content Strategy, New Media, Video, Web Content, Press Releases, Content Development, Web Video, Newsletters, Creative Writing, Photography

Education
Temple University   1979 — 1981
BA

University of Virginia   1975 — 1977
Creative Writing and Photography

Story Structure, Beyond Structure, Rockport   1994 — 2011
Advanced Scriptwriting Workshops

Christian Gingle Christian Gingle Boston, Massachusetts Details
Christian Gingle's New York Life Insurance Company Experience April 2014 - June 2015
Job Project Manager, Counsel
Industry Construction
Experience
G.V.W., Inc   July 2015 - Present
NYLIFE Securities LLC  May 2014 - June 2015
New York Life Insurance Company   April 2014 - June 2015
NSTAR  June 2012 - August 2012
Deutsch Williams  October 2011 - April 2012
Wilson Elser  June 2011 - August 2011
Brown Brothers Harriman  December 2007 - July 2010

Skills
Securities, Retirement Income..., Estate Planning, Multi-generational..., Business Succession..., Buy-sell Agreements, Contract Negotiation, Small Business..., Education Funding..., Income Protection, Employee Benefits, Licensed in Long-Term..., Legal Research, Financial Services, Research, Social Media, Business Networking, Public Speaking, Microsoft Word, Event Planning, Westlaw, Data Analysis, Fundraising, Legal Writing, Outlook, Nonprofits, Analysis, Negotiation, Mutual Funds

Education
Suffolk University Law School   2010 — 2013
Juris Doctor

Tufts University   2003 — 2007
B.A., Pyschology

The Taft School

Terry Glennon Terry Glennon Greater New York City Area Details
Terry Glennon's New York Life Insurance Company Experience September 2011 - March 2013
Job Process Improvement / Six Sigma Professional
Industry Management Consulting
Experience
Johnson & Johnson  October 2014 - Present
BlueLine Associates / Johnson & Johnson   August 2013 - October 2014
New York Life Insurance Company   September 2011 - March 2013
Mayfair, Inc.   February 2006 - August 2011
AT&T  November 2002 - October 2005
BOC Gases  January 2001 - April 2002
Ernst & Young  January 2000 - January 2001
Malaysian Oxygen   December 1997 - December 1999

Skills
Strategic Planning, Budget, Team Building, Coaching, Customer Service, Finance, Budgets, Project Management, Management, Continuous Improvement, Process Improvement, Business Analysis, Strategy, Management Consulting, Business Process..., Cross-functional Team..., Leadership, Program Management

Education
Syracuse University   1991 — 1992
Master of Business Administration (MBA), International Business/Trade/Commerce

Syracuse University - Martin J. Whitman School of Management   1991 — 1992
MBA, International Business

St. John's University   1984 — 1987
Bachelor of Science (BS), Finance

Michael Berardi Michael Berardi Bala Cynwyd, Pennsylvania Details
Michael Berardi's New York Life Insurance Company Experience April 1999 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 1999 - Present

Skills
Disability Insurance, Estate Planning, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Securities, Series 63, Series 7

Education
Temple University

Alex DeLuccia Alex DeLuccia Berwyn, Pennsylvania Details
Alex DeLuccia's New York Life Insurance Company Experience May 2013 - August 2013
Job Account Analyst at Conner Strong & Buckelew
Industry Insurance
Experience
Conner Strong & Buckelew  January 2015 - Present
Fox School of Business at Temple University  August 2014 - December 2014
Conner Strong & Buckelew  June 2014 - December 2014
Handel's Ice Cream  August 2009 - December 2014
New York Life Insurance Company   May 2013 - August 2013
Easttown Township Summer Camp   June 2008 - July 2012
Propulsion Media Labs  May 2010 - June 2010

Skills
Marketing, Problem Solving, Oral & Written..., Business Communications, Property & Casualty...

Education
Temple University - Fox School of Business and Management   2012 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Risk Management & Insurance

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

Conestoga High School   2006 — 2010

Cortney Lassetter Cortney Lassetter Miami, Florida Details
Cortney Lassetter's New York Life Insurance Company Experience May 2008 - September 2008
Job Online Marketing Manager
Industry Information Technology and Services
Experience
Medicity  October 2009 - Present
New York Life Insurance Company   May 2008 - September 2008
Elevate Communications  May 2007 - September 2007

Skills
Email Marketing, Dreamweaver, Web Design, Adobe Creative Suite, Salesforce.com, SEO, Social Media, Web Development, User Interface Design, Marketo, MailChimp, HTML, Photoshop, User Experience, WordPress, Social Media Marketing, HubSpot, SEM, Google Adwords, Microsoft Applications, Project Management, Sales, Marketing, Marketing Strategy

Education
University of South Carolina-Columbia   2005 — 2009
Bachelor of Arts (BA), Design and Visual Communications, General

Suffolk University - Sawyer School of Management

Abigail Witmer Abigail Witmer Syracuse, New York Area Details
Abigail Witmer's New York Life Insurance Company Experience September 2013 - September 2015
Job Leasing Consultant at Dawn Homes Management/DHM Properties
Industry Real Estate
Experience
Dawn Homes Management/DHM Properties   September 2015 - Present
Holy Cross Church  January 2009 - Present
New York Life Insurance Company   September 2013 - September 2015
Starbucks  March 2011 - September 2013

Skills
401k Rollovers, Annuity Sales, Insurance, Licensed Life Insurance..., Estate Planning, Legacies, Multi-generational..., Retirement Planning, Small Business, Wealth Preservation..., Time Management

Education
Syracuse University   2007 — 2011
Bachelor's degree, Music Industry

Indian Hill High School   2003 — 2007

Michael Carter Michael Carter Greater Philadelphia Area Details
Michael Carter's New York Life Insurance Company Experience June 2013 - December 2014
Job I AM SELFFUNDING MY OWN SPORTS AGENCY BY HELPING PEOPLE ELIMINATE PUTTING THEIR FAMILIES AT RISK
Industry Financial Services
Experience
Lincoln Heritage Life Insurance Company  March 2015 - Present
The PEO Experts   January 2015 - Present
Big Brothers Big Sisters Southeastern PA  October 2014 - Present
The Baldwin School  September 2014 - Present
The Urban League of Philadelphia  May 2014 - Present
1MIKECARTER Business, Entertainment, Humanities, & Sports Enterprises   September 2001 - Present
First Financial Group, LLC  December 2014 - January 2015
New York Life Insurance Company   June 2013 - December 2014
Oxygen4Energy LLC.   October 2011 - February 2013
Overbrook Friedlander Program   September 2008 - October 2011

Skills
Coaching, Entrepreneurship, Small Business, Marketing Strategy, Leadership, Recruiting, Start-ups, Management, Leadership Development, Team Building, Business Planning, Customer Retention, Term Life Insurance, Retirement Planning, Networking, IRAs, Asset Protection, Succession Planning, Workshop Facilitation, IRA rollovers, Permanent Life Insurance, Licensed in Long Term..., Supplements to Employee..., Annuity Sales, Buy-sell Agreements, Business Succession..., Key Person Insurance, Lifetime Income..., Education Funding..., Public Speaking, Thought Leadership, Multi-generational..., Service Delivery, Seminar Marketing, Gifting Strategies, Protection..., Event Planning, Marketing, Event Management, Public Relations, Social Networking

Education
SEME: Sports Events Marketing Experience   2010 — 2011
Certificate of Attendance, Sports Marketing Conference

Temple University - Fox School of Business and Management   1996 — 2001
Bachelor's Degree, Sports and Recreation Management/Business Administration

SMWW - Sports Management World Wide   2008 — 2008
Athlete Management

Pro Sports Group
Certificate of Achievement, Sports Agency

Michael Roman Michael Roman Greater New York City Area Details
Michael Roman's New York Life Insurance Company Experience March 2015 - June 2015
Job Product Control Analyst at Citi
Industry Banking
Experience
Citi  September 2015 - Present
BPN Worldwide  July 2015 - August 2015
New York Life Insurance Company   March 2015 - June 2015
Full Circle Feed   September 2014 - December 2014
Syracuse University  August 2013 - May 2014

Skills
Microsoft Excel, Microsoft Office, Public Speaking, Event Planning, Budgets, Sales, Social Media Marketing, Customer Service, Social Networking, Accounting, Spanish, Facebook

Education
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Finance

Bill O'Brien Bill O'Brien Barnstable/Yarmouth, Massachusetts Area Details
Bill O'Brien's New York Life Insurance Company Experience October 2009 - March 2011
Job Assistant Regional Counsel
Industry Law Practice
Experience
MA Department of Children and Families  June 2014 - Present
New York Life Insurance Company   October 2009 - March 2011
First American Title  April 2007 - October 2007
Singer & Singer   May 2005 - March 2007
McDermott, Quilty & Miller LLP   September 1997 - April 2003
Regan Associates   May 1996 - April 1997
Suffolk County District Attorney  December 1990 - May 1996

Skills
Real Estate, Litigation, Estate Planning, Investments, Insurance, Strategic Financial..., Retirement Planning, Sales, Small Business, Finance, Project Management, Negotiation, Communication, Troubleshooting, Strategic Planning, Social Media, Problem Solving, Land Use Planning, Zoning, Public Speaking, Securities, Contract Negotiation, Courts, Loans, Budgets, Legal Writing, Legal Research, Due Diligence, Marketing, Nonprofits, Real Estate Transactions, Financial Analysis, Mergers & Acquisitions, Management, Leadership, Retirement, Risk Management, New Business Development, Business Development

Education
Suffolk University Law School   1986 — 1990
J.D.

Tufts University   1981 — 1985
B.S.

Stanley David Stanley David Greater Boston Area Details
Stanley David's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company   June 2015 - Present
Aflac  April 2014 - December 2014
Mintz Levin  April 2014 - June 2014
TechTarget  September 2013 - January 2014
ICS Merrill  June 2012 - May 2013
AlliedBarton Security Services  December 2006 - June 2012
Target  March 2005 - May 2007

Skills
Asset Protection, Annuity Sales, Wealth Preservation..., Lifetime Income..., 401k Rollovers, Retirement Planning, Life Insurance..., Life Insurance, Fixed Annuities, Buy-sell Agreements, Business Exit Strategy, Supplements to Employee..., Research, Social Media, Analytics, Salesforce.com, Social Networking, Microsoft Office, Management, Microsoft Excel, Online Research, Leadership, Customer Service

Education
Suffolk University   2009 — 2012
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration

Brandie White Brandie White Louisville, Kentucky Details
Brandie White's New York Life Insurance Company Experience May 2007 - Present
Job Service Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2007 - Present

Skills
Call Centers

Education
Sullivan University
Bachellor of Science, Management

Marty Kaplan Marty Kaplan Greater Boston Area Details
Marty Kaplan's New York Life Insurance Company Experience February 1976 - June 2002
Job Senior Executive Recruiter ~ Life Insurance
Industry Insurance
Experience
Professions, LLC   July 2009 - Present
Phoenix Life Insurance Company  June 2008 - June 2009
Amerus/Aviva   June 2002 - June 2007
New York Life Insurance Company   February 1976 - June 2002

Skills
Sales Management, Recruiting, Financial Services, Mutual Funds, Leadership, Talent Acquisition, Team Leadership, Marketing, Internet Recruiting, Screening, New Business Development, Insurance, Employee Benefits, Strategic Planning, Applicant Tracking..., Investments, Business Planning, Sourcing, Employee Relations, Staffing Services, Human Resources, College Recruiting, Cold Calling, Executive Management, Training, Technical Recruiting, Management, Finance, Negotiation

Education
Suffolk Law School   1965 — 1967
J.D., Law

The University of Connecticut   1959 — 1964
B.S., Political Science

Christina Gonzales Christina Gonzales Dallas/Fort Worth Area Details
Christina Gonzales's New York Life Insurance Company Experience March 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2011 - Present
Best Buy  November 2009 - May 2011

Skills
Whole Life Insurance, Term Life Insurance, Universal Life Insurance, Health Insurance, Business Planning, Wealth Management, Estate Planning, Financial Planning, Retirement Income..., College Funding, Career Development, Investments, Fixed Annuities, Long Term Care

Education
The University of Texas at Arlington   2008 — 2011
Accounting and Business/Management

Tarrant County College   2007 — 2009
Associate of Arts (A.A.), Basics

Edward Magett Edward Magett Greater New York City Area Details
Edward Magett's New York Life Insurance Company Experience April 2011 - August 2014
Job Financial Services Professional at MassMutual Long Island Metro.
Industry Financial Services
Experience
MassMutual Long Island Metro   August 2014 - Present
New York Life Insurance Company   April 2011 - August 2014
American Institute of Physics  July 1996 - April 2011

Skills
Insurance, Retirement, Retirement Planning, Securities, 401k Rollovers, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Wealth Preservation..., Wealth Transfer, Strategic Planning, Asset Management, Finance, Annuity Sales

Education
Suffolk County Community College   2000 — 2001
AAS, Computer Science and Information Technology

Suffolk County Community College   1977 — 1979
AAS, Public Accounting and Computer Science

Robert LaSanta Robert LaSanta Greater Philadelphia Area Details
Robert LaSanta's New York Life Insurance Company Experience January 2008 - Present
Job Regestered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2008 - Present
Nationscredit  September 1977 - December 1999

Education
Temple University   1973 — 1977
BA, Chemistry

Ahmad Harley Ahmad Harley Greater New York City Area Details
Ahmad Harley's New York Life Insurance Company Experience May 2013 - August 2013
Job Assistant Account Specialist at Fastenal
Industry Financial Services
Experience
Fastenal  April 2014 - Present
Melrose Hardware   June 2008 - June 2014
New York Life Insurance Company   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Data Entry, Sales, Account Management, Insurance, Sales Management, Facebook, Time Management, Social Networking, Leadership

Education
Temple University   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General

Temple University - Fox School of Business and Management   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General

Matt Brunner Matt Brunner Greater Philadelphia Area Details
Matt Brunner's New York Life Insurance Company Experience August 2010 - May 2012
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  April 2012 - Present
Brunner Properties LLC   May 2014 - Present
Phi Kappa Theta Alumni Association- Temple U   January 2013 - Present
New York Life Insurance Company   August 2010 - May 2012
Creative Financial Group  May 2009 - October 2010

Skills
Investments, Series 7, Mutual Funds, Asset Managment, Alternative Investments, Strategic Financial..., Securities, Wealth Management, 401k, Investment Strategies, Financial Advisory, IRAs, Due Diligence, Real Estate, Selling, Entrepreneurship, Investment Properties, Financial Services, Start-ups, Finance, Asset Management, Asset Allocation

Education
Temple University   2005 — 2009
Bachelor's degree, Finance, Risk Management and Insurance

Richard Turcotte Richard Turcotte Gloucester, Massachusetts Details
Richard Turcotte's New York Life Insurance Company Experience 1996 - 1997
Job Writer
Industry Writing and Editing
Experience
Transportation Advisory Committee   2010 - Present
Self-employed  2004 - Present
Bowes Real Estate   2003 - 2004
Morgan Stanley  2002 - 2003
Morgan Stanley Dean Witter  1998 - 2002
New York Life Insurance Company   1996 - 1997
TRW/Nations/Fidelity Title   1993 - 1996
Closings, Ltd.   1992 - 1993
ChildProof of New England   1991 - 1992
CDM Group   1990 - 1991

Education
Suffolk Law School
Doctor of Law (J.D.)

Western New England College
Bachelor of Arts (B.A.), Political Science

Gregory Fratianni Gregory Fratianni New City, New York Details
Gregory Fratianni's New York Life Insurance Company Experience 2004 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
UBS  October 2013 - Present
New York Life Insurance Company   2004 - 2012

Education
Syracuse University
Bachelor of Arts (B.A.), Economics

Tathiana Jones Tathiana Jones Brooklyn, New York Details
Tathiana Jones's New York Life Insurance Company Experience May 2012 - July 2012
Job Intern at EY
Industry Accounting
Experience
The Syracuse University Bookstore   October 2011 - Present
EY  June 2013 - July 2014
Syracuse University Literacy Corp   January 2012 - December 2012
New York Life Insurance Company   May 2012 - July 2012
The Guardian Life Insurance Company of America  November 2010 - July 2011
College Summit, Manhattan College   June 2010 - December 2010

Skills
Microsoft Excel, PowerPoint, Customer Service, Spanish, Community Outreach, QuickBooks, Microsoft Word, Event Planning, Time Management, Youth Mentoring

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2015
Bachelor's degree, Accounting and Global Security Studies

Bachir Khababa Bachir Khababa Santa Clara, California Details
Bachir Khababa's New York Life Insurance Company Experience September 2011 - Present
Job Financial Services consultant
Industry Financial Services
Experience
New York Life Insurance Company   September 2011 - Present
Toyota Sunnyvale  June 2008 - September 2011

Education
Syracuse University   1982 — 1986
Master, Mechanical Engineering: Major: Thermal Engineering

Daniel Sinkin Daniel Sinkin Greater New York City Area Details
Daniel Sinkin's New York Life Insurance Company Experience April 2013 - January 2014
Job Operations Manager at Bowlmor/AMF
Industry Marketing and Advertising
Experience
Bowlmor AMF  November 2014 - Present
New York Life Insurance Company   April 2013 - January 2014
JSC Consulting   January 2012 - August 2013
Atlantic Honda  June 2011 - December 2011
Best Buy, Inc  May 2010 - June 2011
Disc Graphics, Inc   March 2009 - April 2010
Dick's Sporting Goods, Inc   October 2006 - March 2009

Skills
Direct Sales, Inside Sales, Sales Process, Customer Service, Customer Relations, Customer Engagement, Microsoft Office, Product Marketing, Graphic Design, Bilingual, Management, Marketing, B2B, Lead Generation, Customer Retention

Education
Suffolk County Community College   2008 — 2011
Associates, Education, Political Science, History, Economics

Yuri Castillo, MBA Yuri Castillo, MBA Washington D.C. Metro Area Details
Yuri Castillo, MBA's New York Life Insurance Company Experience April 2015 - Present
Job Independent Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2015 - Present
Independent Associate at Legal Shield Service   October 2006 - Present
Employee Benefits Corporation of America   November 2005 - Present
World Financial Group (WFG)   October 2005 - Present
The Catholic University of America  June 2012 - December 2014

Skills
Account Management, Life Insurance, Insurance, Health Insurance, Management, Strategic Planning, Microsoft Office, Public Speaking, Sales, Leadership, Social Media, Project Management, Microsoft Excel, Training, Marketing, Financial Analysis, Research, Program Management, Team Building

Education
Strayer University-Maryland   2010 — 2012
MBA, Major in Accounting

Strayer University   2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance

Chad Cunningham, MBA Chad Cunningham, MBA Greater Grand Rapids, Michigan Area Details
Chad Cunningham, MBA's New York Life Insurance Company Experience August 2004 - March 2005
Job Operations Manager at Patterson Dental
Industry Medical Devices
Experience
Patterson Dental  August 2013 - Present
C and L Investments of Holland   September 2010 - Present
Consumers Credit Union  March 2005 - August 2013
New York Life Insurance Company   August 2004 - March 2005
First American Title  June 2003 - August 2004

Skills
Loans, Mortgage Lending, Banking, Credit, Real Estate, Refinance, Team Leadership, Sales, Customer Service, Credit Analysis, Management, Credit Unions, US Hispanic Market, Strategic Communications, Diversity & Inclusion, Analysis, Small Business Lending, Loan Origination, Commercial Banking, Commercial Lending, Finance, Leadership

Education
Cornerstone University   2011 — 2013
MBA, Global Business Studies

Taylor University   2000 — 2004
Business Management, Business, Finance

Canterbury High School   1999 — 2000
College Prep

Brian Dillon Brian Dillon Greater Boston Area Details
Brian Dillon's New York Life Insurance Company Experience March 1983 - January 1992
Job President at Positive Retirement Outcomes
Industry Financial Services
Experience
Positive Retirement Outcomes, LLC   December 2008 - Present
John Hancock Funds LLC  April 2006 - December 2008
MFS Retirement Services, Inc.   June 1997 - November 2005
Fleet Investment Management  January 1992 - June 1997
NYLIFE Securities, Inc.   April 1990 - January 1992
New York Life Insurance Company   March 1983 - January 1992
New York Life Insurance Company   January 1986 - December 1987

Skills
Retirement Planning, ERISA, Retirement, Defined Benefit, Investments, Pensions, Investment Management, Financial Services, New Business Development, Defined Contribution, Deferred Compensation, Wealth Management..., 401k, Asset Allocation, Estate Planning, Wealth Management, Series 63, Mutual Funds

Education
Syracuse University   1976 — 1980
BA, Psychology

Nichols School   1968 — 1976

Sylvia D. Leonard, LCSW Sylvia D. Leonard, LCSW Haverhill, Massachusetts Details
Sylvia D. Leonard, LCSW's New York Life Insurance Company Experience October 2011 - December 2011
Job Psychiatric Social Worker
Industry Mental Health Care
Experience
Massachusetts Mentor  October 2014 - Present
Delta-T Group  June 2006 - Present
Shore Educational Collaborative  December 2013 - June 2014
Lowell Treatment Center  April 2012 - March 2013
New York Life Insurance Company   October 2011 - December 2011
GEX Inc  April 2011 - June 2011
Judge Baker Children's Center  September 2008 - February 2009
Justice Resource Institute - New Bedford Juvenile Resource Center   June 2007 - December 2007
The Winsor School  August 2006 - October 2006
Wareham Middle School  December 2004 - June 2006

Skills
Teaching, Grant Writing, Program Development, Research, Public Speaking, Non-profits, Social Services, Coaching, Psychotherapy, Data Analysis, Mental Health, Nonprofits, Microsoft Word, Program Management, Case Managment, Strategic Planning, Crisis Intervention, Adolescents, Community Outreach, Group Therapy, Interventions, Analysis, Behavioral Health, CBT, Clinical Research, Counseling Psychology, Family Therapy, Mental Health Counseling, Therapists, Treatment

Education
SUNY Buffalo Law School   1993 — 1997
JD, Child Advocacy

University at Buffalo   1992 — 1996
MSW, Social Work

Wheaton College (MA)   1980 — 1984
BA, Mathematics, Physics

Rockland High School   1976 — 1980
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Marshfield High School   1976 — 1978
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Travis Hunt Travis Hunt Millis, Massachusetts Details
Travis Hunt's New York Life Insurance Company Experience May 2012 - July 2012
Job Financial Analyst at The TJX Companies, Inc.
Industry Consumer Goods
Experience
The TJX Companies, Inc.   February 2015 - Present
Boston Cedar   May 2014 - August 2014
City of Newton  July 2008 - August 2013
Syracuse University London  January 2013 - May 2013
Roche Bros. Supermarkets  September 2007 - January 2013
New York Life Insurance Company   May 2012 - July 2012

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Retail, Leadership, Social Networking, Event Planning

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2014
Bachelor's Degree, Finance & Supply Chain Management

Millis High School   2007 — 2011
High School

Jonel Scott Jonel Scott New York, New York Details
Jonel Scott's New York Life Insurance Company Experience September 2013 - Present
Job Network Analyst
Industry Information Technology and Services
Experience
Amphenol Aerospace  April 2015 - Present
New York Life Insurance Company   September 2013 - Present
Bike and Roll  May 2010 - August 2013
New York Road Runners  August 2009 - August 2013

Skills
Active Directory, Sarbanes-Oxley Act, Embedded Systems, HTML, Virtual Desktop..., JavaScript, C/C++, Computer Networking, Hyper-V, Java, Digital Circuit Design, Networking, jQuery, PHP, Symantec Backup, Team Leadership, Help Desk Support, Group Policy, Assembly Language, Microsoft Operating..., Mac OS, Linux, VMware, Microsoft Word, Customer Service, Teamwork, Outlook, Event Management, Communication, Social Networking, Management, Windows, Microsoft Office, Social Media, Time Management, Project Management, CSS

Education
SUNY Polytechnic Institute   2011 — 2015
Bachelor of Science (B.S.), Computer Engineering Technology

SUNY Polytechnic Institute   2011 — 2015
Bachelor of Science (B.S.), Electrical Engineering Technology

SUNY Polytechnic Institute   2011 — 2015
Minor, Computer Science

Jason DeSisto Jason DeSisto Tampa/St. Petersburg, Florida Area Details
Jason DeSisto's New York Life Insurance Company Experience November 2014 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   November 2014 - Present
New York Life Insurance Company   September 2012 - November 2014
New York Life Insurance Company   April 2006 - September 2012
MetLife  2003 - 2006
Fidelity Investments  2002 - 2003

Skills
Retirement Planning, Investments, Retirement, Pensions, Call Center, Workforce Planning, Legal Compliance, Operations Management, Remittance Processing, Life & Health Insurance..., Mutual Funds, Strategy, Business Process...

Education
Syracuse University   1990 — 1994
Bachelor of Arts (BA), Pre-Law Studies

Tarra Jackson Tarra Jackson Atlanta, Georgia Details
Tarra Jackson's New York Life Insurance Company Experience April 2015 - Present
Job Recruiter at NY Life Ins Co
Industry Consumer Services
Experience
New York Life Insurance Company   April 2015 - Present
Genesis Asset Management   June 2014 - April 2015
Prosperity Now Financial Management Services   December 2012 - June 2014
Credit Union of Atlanta  June 2008 - December 2012
Del-One  May 2005 - June 2008
CUNA Mutual Group  April 1999 - May 2005

Skills
Marketing Strategy, Social Media Marketing, Social Networking, Entrepreneurship, Small Business, Small Business Marketing, Consumer Products, Banking, Executive Management, Consumer Lending, Leadership, Coaching, Sales, Mortgage Lending, Financial Analysis, Event Planning, Loans, Credit, Finance, Start-ups, Leadership Development, Team Building, Customer Service, Public Speaking, Public Relations

Education
Strayer University (VA)   1999 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Pastor Ron Ferrante, Sr. Pastor Ron Ferrante, Sr. Dallas/Fort Worth Area Details
Pastor Ron Ferrante, Sr.'s New York Life Insurance Company Experience November 1977 - January 1982
Job Pastor of Small Group Ministries at First Baptist Church, The Colony
Industry Consumer Services
Experience
First Baptist Church, The Colony   November 2014 - Present
Balance Vibration Technologies, Inc.   2010 - Present
ClaimsComp, Inc,   June 2013 - Present
Charitable Giving Foundation (CGF)   2009 - Present
Saddleback Church  2001 - 2010
Business Financial Group  1988 - 2001
DDI-HONEYWELL   1985 - 1988
Wicat Systems  1982 - 1985
New York Life Insurance Company   November 1977 - January 1982
NCR Corporation  1974 - 1977

Skills
Financial Advisory, Management Consulting, Financial Planning, Church Senior Ministry..., Coaching, Team Building, Public Speaking, Teaching, Leadership Development, Budgeting, Customer Relations, Administration, Christian Ministry, Budgets, Church Events, Consulting, Customer Service, System Administration, Entrepreneurship, Sales, Project Management, Leadership, Project Planning, Missions, Volunteer Management, Community Outreach, Fundraising, Youth Ministry, Preaching, Nonprofits, Pastoral Care, Strategic Planning, Theology, Discipleship, Event Planning, Training, Management, Religion, Pastoral Counseling, Organizational..., Small Business, Social Networking, Team Leadership, Social Media, Event Management, Marketing, Life Coaching, Public Relations, Strategic Financial..., Conflict Resolution

Education
State University of New York Institute of Technology at Utica/Rome   1952 — 1954
AAS

Ernst Daus Ernst Daus Dallas/Fort Worth Area Details
Ernst Daus's New York Life Insurance Company Experience 2008 - 2010
Job Business Development Consultant International Interim Management
Industry Financial Services
Experience
Daus-Consult   August 2014 - Present
Lottoarena Entertainment plc   September 2011 - December 2014
Thrivent Financial for Lutherans  February 2010 - February 2012
New York Life Insurance Company   2008 - 2010
Merrill Lynch  2006 - February 2008
E Daus Business Advisors   1997 - 2006
KataLeuna GmbH, Germany   April 1995 - May 1997

Skills
Strategic Financial..., Investments, Series 7, Mergers & Acquisitions, Management Consulting, Finance, Restructuring, Management, Retirement Planning, Mutual Funds, Banking, Wealth Management, Investment Advisory, Retirement, Life Insurance, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Insurance, Asset Management, Start-ups, Securities, Mergers, Financial Advisory, Financial Analysis, Valuation, Financial Planning

Education
Technische Universität Berlin   1972 — 1977
Diplom/Master's, Mech. Engineering/MBA

Joseph Gaetano Joseph Gaetano Greater New York City Area Details
Joseph Gaetano's New York Life Insurance Company Experience January 2012 - July 2012
Job Analyst, Retirement Plan Services – Ambrose at TriNet
Industry Human Resources
Experience
TriNet  December 2014 - Present
3M  August 2012 - December 2014
New York Life Insurance Company   January 2012 - July 2012
Milliman  May 2007 - November 2011
Edward Jones  June 2005 - August 2005

Skills
Pension Actuarial..., Benefit Regulatory..., Data Analysis, Numerical Reasoning, Client Relations, Customer Loyalty, Employee Support, Strategy Planning, Execute Improvements, Sales Forecasting, Client, Strategic Planning, Competitive Analysis, Forecasting, Microsoft Excel, Accounting

Education
Syracuse University - Martin J. Whitman School of Management   2002 — 2006
Bachelor of Science (B.S.), Finance

Syracuse University - Martin J. Whitman School of Management   2002 — 2006
Bachelor of Science (B.S.), Entrepreneurship and Emerging Enterprises

Heidi New Crockford Heidi New Crockford Houston, Texas Area Details
Heidi New Crockford's New York Life Insurance Company Experience January 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2013 - Present
LTC Financial Partners  October 2009 - January 2013
LivHOME  October 2011 - October 2012

Skills
Estate Planning, Asset Protection, Wealth Preservation..., Thought Leadership, Gifting Strategies, Key Person Protection, Small Business, Annuity Sales, Multi Generational..., Multi Generational..., Business Exit Strategy, Wealth Transfer..., Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Supplements to Employee..., Licensed in Long-Term..., New Business Development, Workshop Facilitation, Public Speaking, 401(k) Rollovers, Business Succession..., Fixed Annuities, Life Insurance, Leadership, Long Term Care Insurance, Succession Planning, Insurance, Employee Benefits, Long-term Care, Team Building, Customer Service, Finance

Education
Syracuse University   1974 — 1978
Bachelor, Environmental Design and Spanish

American School of Madrid, Madrid,Spain   1972 — 1974
High School Diploma

Monica Miglani Monica Miglani Greater New York City Area Details
Monica Miglani's New York Life Insurance Company Experience March 2014 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2014 - Present
MMC Systems   July 2013 - March 2014
Cantor Fitzgerald  May 2011 - July 2013
Credit Suisse  February 2011 - April 2011
Morgan Stanley  July 2010 - January 2011
Equity Trading Capital   August 2009 - January 2010

Skills
Equities, Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, Corporate Finance, Employee Relations, Oracle HR, HRIS, Private Equity, Fund Of Funds, Human Resources, Screening, Hedge Funds, Sourcing, Client Development, Client/server, Fixed Income, New Hire Orientations, Interviews, Human Capital, PeopleSoft, Talent Management, Java, Financial Institutions, International Relations, Technical Recruiting, Executive Search, Networking, Leadership, Deferred Compensation, College Recruiting

Education
Suffolk University   2005 — 2009
International Business and Marketing

Steven Gorenbergh Steven Gorenbergh Greater New York City Area Details
Steven Gorenbergh's New York Life Insurance Company Experience February 2013 - Present
Job Corporate Vice President, Enterprise Architecture at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company   February 2013 - Present
Oracle  February 2010 - April 2012
Ai3  November 2008 - May 2009
Intel  June 2005 - June 2008
Unisys  June 2003 - June 2005
Deloitte  June 2001 - June 2002
Publicis Modem (was Modem Media)   September 1999 - May 2001
Lotus Development  May 1996 - September 1999
IBM  September 1978 - September 1995

Skills
IT Governance, IT Strategy, Business Architecture, Governance, TOGAF, Enterprise Architecture, Risk Management and..., Business Case..., Business Analysis, Knowledge Management, EA Governance, IBM Mainframe, Value Selling, IT Assessment, Use Case Analysis, Strategic Planning, White Papers, Business Planning, Market Planning, Project Planning, Software Project..., Information Technology, Program Management, Professional Services, Solution Architecture, Integration, Outsourcing, Consulting, SOA, Strategy, Software Development, Disaster Recovery, Data Center, Architectures, Security, Management Consulting, Architecture

Education
New York University - Leonard N. Stern School of Business   1975 — 1981
MBA, Information Technology; Marketing

Syracuse University   1970 — 1974
BA, Business Economics, History

Jack Simko Jack Simko Greater Boston Area Details
Jack Simko's New York Life Insurance Company Experience May 2011 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2011 - Present
Cummings Properties  February 1996 - April 2011

Education
Syracuse University   1981 — 1986
B.A., Psychology, Business

West Mifflin North HS

Stacy King Zalmanzig Stacy King Zalmanzig Odessa/Midland, Texas Area Details
Stacy King Zalmanzig's New York Life Insurance Company Experience January 2009 - October 2011
Job Energy Professional
Industry Utilities
Experience
Emerson Process Management  2014 - 2015
Environmental  July 2013 - August 2014
Abrado. LLC   2012 - July 2013
New York Life Insurance Company   January 2009 - October 2011
Bio Tech, Inc.   February 1998 - November 2008

Skills
Petroleum, Microsoft Office, Sales, New Business Development, Business Development, Energy, Energy Industry, Sales Management, Strategic Planning, Microsoft Excel, Budgets, Access, Negotiation, PowerPoint, Water, Environmental Awareness, Drilling, Inventory Management, Upstream, Gas, Team Leadership, Account Management, Supervisory Skills, Pipelines, Oil/Gas, Natural Gas, Management, Teamwork, Engineering, Completion, Oilfield, Oil & Gas Industry, Team Building, Training, Contract Management, Forecasting, Pressure, Onshore, Offshore Drilling, Oil & Gas, Microsoft Word, Environmental Issues

Education
UTPB
Bachelor of Science (BS), PreMed Biology/Chemistry

UTPB
BS, Environmental Science

Tarleton State University   1989 — 1991

Ken Shine Ken Shine Dallas/Fort Worth Area Details
Ken Shine's New York Life Insurance Company Experience June 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC  August 2015 - Present
New York Life Insurance Company   June 2014 - Present
Inkler   October 2013 - June 2014
Contract Consulting  May 2013 - May 2014
American Red Cross  March 2012 - April 2013
TrustComm, Inc.   June 2011 - February 2012
Pure Health Solutions, Inc  July 2010 - December 2010
Environmental Management   November 2007 - July 2010
BT Americas  September 2005 - October 2007
Infonet USA   April 2001 - September 2005

Skills
Direct Sales, Selling, Account Management, Sales Process, Strategy, Business Development, New Business Development, Sales, Sales Management, Management, Leadership, Lead Generation, Team Building, Team Leadership, Customer Satisfaction, Customer Retention, Strategic Planning, Mutual Funds, Variable Annuities, Investments

Education
University of Wales, Swansea   1981 — 1985
BSc

Jeffrey W. Jones, MBA Jeffrey W. Jones, MBA New York, New York Details
Jeffrey W. Jones, MBA's New York Life Insurance Company Experience May 2014 - August 2015
Job Investment Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale  August 2015 - Present
New York Life Insurance Company   May 2014 - August 2015
J.P. Morgan   November 2011 - May 2014
JPMorgan Chase & Co  July 2009 - November 2011
MetLife, Inc  March 2008 - July 2009
Pantry Warehouse, LLC   June 1997 - March 2008

Skills
Wealth Management, Investments, Loans, Series 6, Asset, Mutual Funds, Securities, Series 7, Credit, Financial Risk, Financial Services, Fixed Income, Equities, Retirement Planning, Branch Banking Sales, Call Tracking, Client Relationship..., Cold Calling Techniques, Competitive Sales, Customer Contact, Data Research and..., Management/Team..., PowerPoint Presentations, Private Equity, Procedure Development, Process Improvement, Product Knowledge, Prospect Meetings, Training and Mentoring, Investment Advisory, CRM, PowerPoint, Sales, Strategic Financial..., Portfolio Management, Financial Planning, Finance, Financial Analysis

Education
Syracuse University - Martin J. Whitman School of Management
MBA, Finance, 3.7 GPA

University at Albany, State University of New   2002 — 2006
Bachelor of Arts, Economics

Port Chester High School   1998 — 2002
Diploma

Rosetta Conigliaro Rosetta Conigliaro Bala Cynwyd, Pennsylvania Details
Rosetta Conigliaro's New York Life Insurance Company Experience February 2000 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy. CA Ins. Lic #OC99455
Industry Insurance
Experience
New York Life Insurance Company   February 2000 - Present

Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Life Insurance, Long-term Care, Health Insurance, Permanent Life Insurance, Series 63, College Savings Plans, Term Life Insurance, Key Person Insurance, Mortgage Marketing, Long Term Care Insurance, Series 6, Retirement, Insurance, Variable Life, Guaranteed Lifetime..., Estate Planning, Education Funding, Variable Annuities, 401k Rollovers, Mutual Funds, SEP IRA, 401k, Small Business, Employee Benefits, IRAs, Life & Health Insurance..., Investments, Financial Services, Whole Life

Education
Temple University   1981 — 1986
Bachelor of Business Administration (B.B.A.), BBA with a Concentration in Marketing

St. Maria Goretti High School

Omer Amir Omer Amir Jersey City, New Jersey Details
Omer Amir's New York Life Insurance Company Experience June 2014 - January 2015
Job Marketing consultant at Hasmonean Summit
Industry Marketing and Advertising
Experience
Hasmonean Summit Consulting Group   January 2015 - Present
William Paterson University  September 2013 - May 2015
New York Life Insurance Company   June 2014 - January 2015
EILEEN FISHER, INC.   March 2014 - August 2014
JCFamilies   January 2014 - March 2014
YTEK   May 2013 - August 2013
Black Stone Bar & Grill   March 2013 - May 2013
Young Technological Knowledge "Ytek",   November 2011 - July 2012
Isareli Air Force   June 2008 - November 2011
Blue Birds Apparel   December 2007 - May 2008

Skills
Dependable Team Player, Team Leadership, Leadership, Team-oriented, Public Relations, Social Networking, Event Management, Microsoft Excel, Teamwork, Learning Quickly, Social Media Marketing, Fundraising, Social Media, Public Speaking, Customer Service, Management, Event Planning, Marketing, Search Engine..., Data Analysis, Marketing Research, SPSS, Microsoft Office, Research, PowerPoint, Strategy, Teaching, Time Management

Education
William Paterson University of New Jersey   2013 — 2015
Bachelor's Degree, Marketing/Marketing Management, General

Sussex County Community College   2012 — 2013

Gregory Yond Gregory Yond Dallas/Fort Worth Area Details
Gregory Yond's New York Life Insurance Company Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Insurance
Experience
NYLIFE Securities, LLC  August 2015 - Present
New York Life Insurance Company   May 2014 - Present
Bedford Police Department  November 2007 - July 2014
United States Marine Corps  September 2003 - September 2007

Skills
Insurance, Succession Planning, Retirement Planning, Small Business, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Legacies, Multi-generational..., Multi-generational..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Leadership, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement, Supplements to Employee..., Term Life Insurance, Wealth Transfer..., Investments, Variable Annuities, Financial Services

Education
The University of Texas at Arlington   2013 — 2014

Tarrant County College   2011 — 2013
Associate of Arts (A.A.)

Leanne Karr, CFP® Leanne Karr, CFP® Greater Philadelphia Area Details
Leanne Karr, CFP®'s New York Life Insurance Company Experience May 2004 - January 2007
Job AVP at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  April 2012 - Present
Bernstein Global Wealth Mgmt   July 2008 - April 2012
JPMorgan Chase  January 2007 - July 2008
New York Life Insurance Company   May 2004 - January 2007
Scottrade Financial Services  August 2002 - September 2003

Skills
Series 7, Private Banking, High Net Worth..., Financial Planning, Financial Advisory, CFP, Strategic Financial..., Retirement Planning, Investment Strategies, Investments, Finance, Credit, Series 63, Mutual Funds, Wealth Management, Financial Services

Education
Temple University   2011 — 2012
CFP Ceritfication, CERTIFIED FINANCIAL PLANNER™

University of Delaware   2000 — 2004
Bachelor of Science, Business Administration; Finance

Garry Keenen Garry Keenen Washington D.C. Metro Area Details
Garry Keenen's New York Life Insurance Company Experience January 2015 - Present
Job Agent with New York Life helping individuals and business owners create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company   January 2015 - Present
Accellion  April 2013 - September 2014
VCE  April 2011 - February 2013
VMware  October 2007 - April 2011
ManTech International Corporation  2003 - 2007
Verizon FNS  June 2002 - May 2003
Telia Internet   March 2001 - December 2001
Lucent Technologies  2000 - 2001

Skills
vSphere, Data Center, Cloud Computing, High Availability, Disaster Recovery, Pre-sales, Virtualization, SaaS, VMware, Storage Area Networks, Enterprise Software, Infrastructure, Storage, Servers, Professional Services, System Deployment, VDI, SAN

Education
Syracuse University   1975 — 1979
BS, Industrial Engineering and Oper. Research

Steve Nam Steve Nam Greater Philadelphia Area Details
Steve Nam's New York Life Insurance Company Experience October 2011 - July 2012
Job Pantos (US) EBiz Part Associate
Industry Marketing and Advertising
Experience
Pantos Logistics  December 2013 - Present
Power Home Remodeling Group  November 2012 - May 2013
New York Life Insurance Company   October 2011 - July 2012
Coldwell Banker  October 2010 - December 2010
MI YOUNG HAIRSTUDIO   April 2010 - September 2010

Skills
Event Planning, Microsoft Office, PowerPoint, Benefits Administration, Photoshop, Marketing, Marketing Research, Social Media, Social Media Marketing, Market Research, Facebook, Social Networking, Advertising, Customer Service, Direct Marketing, Sales, Marketing Strategy, Email Marketing, Management, Recruiting, Marketing Management, Entrepreneurship, Training, Teamwork, Microsoft Excel, Leadership, CRM, Microsoft Word, Public Speaking

Education
Temple University   2008 — 2012
Bachelor of Business Administration (BBA), Marketing

YONSEI UNIVERSITY   2012 — 2012
Bachelor of Business Administration, Marketing

Marcus Madlock Marcus Madlock Dallas/Fort Worth Area Details
Marcus Madlock's New York Life Insurance Company Experience December 2013 - May 2015
Job Branch Manager at Randstad
Industry Executive Office
Experience
Randstad  July 2015 - Present
New York Life Insurance Company   December 2013 - May 2015
Houston Dynamo  October 2013 - December 2013
Houston Dynamo  December 2010 - October 2013
Miami Heat  January 2008 - August 2010
Miami Dolphins  January 2004 - January 2008
New Orleans Hornets  October 2002 - January 2004
Florida Panthers Hockey Club  March 2000 - September 2002
Texas Rangers/Dallas Stars   1999 - 2000

Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, CRPC, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Life Insurance, Communication, Market Research, Finance, Public Speaking, Team Building, Microsoft Office, Media Relations, Sports, Networking, Marketing, Sports Marketing, Archtics, Sports Management, Employee Benefits, New Business Development, PowerPoint, Strategic Planning

Education
Texas A&M University   1996 — 1999
Bachelors of Science

Tarleton State University   1994 — 1996

Skyline High School
High School Diploma

James Carroll James Carroll Syracuse, New York Details
James Carroll's New York Life Insurance Company Experience May 2012 - November 2013
Job Information Security Engineer at Secure Network Technologies, Inc.
Industry Computer & Network Security
Experience
Secure Network Technologies, Inc.   July 2015 - Present
Security Management Partners  January 2014 - July 2015
New York Life Insurance Company   May 2012 - November 2013
Mutual Of Omaha  August 2011 - May 2012

Education
State University of New York Institute of Technology at Utica/Rome   2009 — 2013
Bachelor's Degree, Network and Computer Security

Offensive Security
Penetration Testing with Kali Linux

New Hartford Central High School   2006 — 2009

zuemy alvarez zuemy alvarez Valrico, Florida Details
zuemy alvarez's New York Life Insurance Company Experience December 2012 - Present
Job Customer Service Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   December 2012 - Present
Fifth Third Bank  July 2010 - December 2012

Skills
Bilingual, fluenty spanish and..., Microsoft Excel, Microsoft Office, QuickBooks, Exceptional Listener, Exceptional Communicator, Exceptionally Organized, Exceptional People..., Problem Solving, Customer Satisfaction

Education
Sullivan University   2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Sean Judge Sean Judge Melville, New York Details
Sean Judge's New York Life Insurance Company Experience April 2015 - Present
Job Life, Health, and Accident Agent
Industry Insurance
Experience
New York Life Insurance Company   April 2015 - Present
Self-employed  2007 - February 2015

Skills
Sales, Inventory Management, Sales Management, Strategic Planning, New Business Development, Marketing Strategy, Operations Management, Budgets, Purchasing, Retail, Team Building, Customer Service, Microsoft Office

Education
Saint Anthonys High School   2003 — 2007
High School, General Education

Suffolk County Community College

Stepan Keshishian, MBA Stepan Keshishian, MBA Greater Los Angeles Area Details
Stepan Keshishian, MBA's New York Life Insurance Company Experience 2014 - Present
Job Financial Services Professional with New York Life
Industry Financial Services
Experience
New York Life Insurance Company   2014 - Present
Blue Media Ventures, Inc.   May 2014 - October 2014
Armenian Youth Federation - Western Region   September 2012 - May 2014
The Warren Group  January 2012 - June 2012
Armenian Youth Federation Eastern Region  2007 - 2012
City Research Center   May 2011 - September 2011
Apartment Rental Experts, LLC  June 2009 - May 2011

Skills
Life Insurance, Business Planning, Retirement Planning, Personal Finance, Education Funding, Financial Planning, Fixed Annuities, Financial Services, Public Relations, Social Media Marketing, Consulting, Editing, Social Media, Marketing Communications, Research, Microsoft Office, Time Management, Analysis, Leadership, Community Outreach, Blogging, Microsoft Word, Event Planning, Management, Fundraising, International Relations, Facebook, Negotiation, Advertising, Marketing Strategy, Press Releases, Microsoft Excel, Organizational..., Organizational..., General Business..., Business Management, International Marketing, International Business, Strategic Planning, Social Networking, Public Speaking, Word, Writing Skills, Grant Writing, Community Development, Project Management, Excel, Marketing Management, Entrepreneurship, Business Development

Education
Suffolk University   2011 — 2013
Master of Business Administration (MBA), 3.8

University of Massachusetts, Amherst   2005 — 2009
Bachelor of Arts (BA), English Literature, Creative Writing, and Philosophy

CEA - Barcelona, Spain   2008 — 2008
Study Abroad, Spanish Language and Culture

Norman Craig Norman Craig Overland Park, Kansas Details
Norman Craig's New York Life Insurance Company Experience November 2006 - January 2010
Job MetLife
Industry Financial Services
Experience
MetLife  July 2015 - Present
NYLIFE Securities, LLC  January 2010 - July 2015
Webster University  January 1985 - May 2012
New York Life Insurance Company   November 2006 - January 2010
New York Life  December 2004 - October 2006
Immedient  September 2002 - December 2004
Genesis 10  May 2000 - August 2002
Cap-Gemini/Ernst & Young   1997 - May 2000
Marion Labs, Marion Merrell Dow, Hoerchst Marion Roussel   December 1976 - June 1997

Skills
Life Insurance, 401k, Finance, Financial Services, Mutual Funds, Management, Employee Benefits, Disability Insurance, Small Business, Securities, Annuity Sales, Asset Protection, Management Consulting, Term Life Insurance, Wealth, Licensed Life Insurance..., LUTCF, Insurance

Education
Webster University   1981 — 1983
Master's, Management, Leadership, 4.0

Temple University   1972 — 1976
BS, Education/Business Administration, Honor's Graduate

Ariel Tavakoli Ariel Tavakoli Greater New York City Area Details
Ariel Tavakoli's New York Life Insurance Company Experience June 2013 - August 2013
Job Licensed Real Estate Salesperson at REAL New York
Industry Real Estate
Experience
REAL New York  June 2015 - August 2015
Alpha Epsilon Pi Fraternity  December 2014 - May 2015
Liazon  June 2014 - August 2014
New York Life Insurance Company   June 2013 - August 2013
New York Life Insurance Company   May 2012 - August 2012

Skills
PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Social Media, Microsoft Excel, Social Media Marketing, Management, Marketing, Social Networking, Blogging, Adobe Creative Suite, Public Speaking, Research, Facebook, Teamwork, Real Estate, Real Estate Transactions

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2015
Bachelor of Science (BS), Accounting and Finance

Syracuse University

Esperanza Guevara Esperanza Guevara Hampton Bays, New York Details
Esperanza Guevara's New York Life Insurance Company Experience 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2014 - Present

Skills
Fixed Annuities, Term Life Insurance, Insurance, Retirement, Whole Life, 401k Rollovers, Education Funding, Business Planning, Customer Relations, Protection Planning, Whole Life Insurance, Family Services

Education
Suffolk County Community College

Ralph M. Amitrano Ralph M. Amitrano Greater New York City Area Details
Ralph M. Amitrano's New York Life Insurance Company Experience 1990 - 1995
Job National Account Manager Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable  2012 - Present
Smart Choice Communications  2007 - 2012
Globix Corp  2005 - 2006
Allegiance Telecom  2004 - 2005
NTT America  1995 - 2004
New York Life Insurance Company   1990 - 1995

Skills
Strategic Alliances, Marketing Communications, Social Media, Wireless, Advertising, Channel Partners, New Business Development, Cloud Computing, Unified Communications, Sales, Networking, Enterprise Software, Salesforce.com

Education
Suffolk County Community College   1986 — 1988
Associate of Arts (AA), Business/Commerce, General

Kristi Wynn, CLU© Kristi Wynn, CLU© Austin, Texas Area Details
Kristi Wynn, CLU©'s New York Life Insurance Company Experience June 2010 - Present
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2010 - Present

Skills
Leadership, Management, Strategy, CRM, Coaching, Business Development, Customer Service, Retirement Planning, Financial Services, Curriculum Development, Instructor-led Training, Marketing, New Business Development, Sales Management, Sales Rep Training, Sales Process, Social Media Marketing, Team Building, Team Leadership, Training

Education
Tarleton State University   1997 — 2000
BS, Education

Dale Carnegie
Effective Communications and Human Relations

Christopher Marc Robertson Christopher Marc Robertson Greater New York City Area Details
Christopher Marc Robertson's New York Life Insurance Company Experience December 2012 - June 2014
Job Banking Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   May 2015 - Present
Forefront Capital  March 2015 - April 2015
Bloomingdale's  November 2014 - March 2015
NYLIFE Securities LLC  April 2014 - June 2014
New York Life Insurance Company   December 2012 - June 2014
Combined Life Insurance  February 2012 - December 2012
Aflac  March 2011 - January 2012

Skills
Insurance, Investments, Financial Services, Series 63, Series 6, Sales, Customer Service, Life Insurance, Retirement Planning

Education
SUNY Orange   2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General

SUNY Orange   2009 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Hun Jeong Song Hun Jeong Song Baltimore, Maryland Area Details
Hun Jeong Song's New York Life Insurance Company Experience June 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
New York Life Insurance Company   June 2013 - Present
The Korea Daily Washington DC   March 2003 - May 2013
Korea Financial Times   January 2000 - February 2003
Korea Air Forces   October 1996 - December 1999

Skills
Media Relations, Public Speaking, News Writing, Research, Editing, Customer Service

Education
Sungkyunkwan University   1994 — 1996
Master's degree, Economics

Sungkyunkwan University   1989 — 1994
Bachelor's degree, Economics

Kangwon High   1985 — 1988

Kristen Ferrara Kristen Ferrara West Sayville, New York Details
Kristen Ferrara's New York Life Insurance Company Experience October 2012 - March 2013
Job Underwriting at Zurich North America
Industry Financial Services
Experience
Zurich North America  July 2014 - Present
Crump Life Insurance Services  March 2013 - July 2014
New York Life Insurance Company   October 2012 - March 2013
MetLife  December 2010 - September 2012
Sunrise Senior Living  February 2008 - December 2010

Skills
Successful performance..., Excellent..., Proficient in Word..., Management, Fixed Annuities, CRM, Finance, Life Insurance, Mutual Funds, Portfolio Management, Accounting, Data Entry, Microsoft Excel, PowerPoint, Project Planning, Financial Advisory, Disability Insurance, Proposal Writing

Education
Suffolk County Community College
Finance, General

Eric L. Peña Eric L. Peña McAllen, Texas Area Details
Eric L. Peña's New York Life Insurance Company Experience 2014 - 2015
Job Marketing and Sales Account Professional
Industry Hospital & Health Care
Experience
Selah Hospice Care   2012 - Present
Zion Lab   2015 - September 2015
New York Life Insurance Company   2014 - 2015
Legacy Home Health/Hospice/PHC   May 2007 - March 2011
Summit Sports Club   2001 - 2007

Skills
Marketing, Public Relations, New Business Development, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Sales Management, Troubleshooting, Teamwork, Insurance, Training, Account Management, Marketing Strategy, Contract Negotiation, Long Term Care Insurance, Investments, Whole Life, Financial Services, Fixed Annuities, Term Life Insurance, Long-term Care, Wealth Accumulation, FINRA, Key Person Insurance, Estate Planning, Series 6, Healthcare, Series 63, Licensed Life, Life Insurance, Retirement Planning, Buy-sell Agreements, Medicare, 401k, 401k Rollovers, Wealth, Permanent Life Insurance, Fitness, Sales Presentations, Wealth Management, Rollovers, Annuity Sales, Leadership

Education
McAllen James "Nikki" Rowe High School

NYLIC University

Sul Ross State University
NCAA Football, Biology, General

The University of Texas-Pan American
Bachelor of Arts (B.A.), General Studies - Biology, Sociology, and Kinesiology

Mark Riebling Mark Riebling Long Valley, New Jersey Details
Mark Riebling's New York Life Insurance Company Experience November 2014 - Present
Job Operations Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2014 - Present
New York Life Insurance Company   May 2008 - Present
New York Life Insurance Company   September 2007 - May 2008

Skills
Financial Analysis, Microsoft Office, Time Management, Financial Reporting, Database Design, Database Administration, Sales Presentations, Series 6, Life Insurance, Team Building, Team Leadership, Teamwork, Rumba, Microsoft SQL Server, Public Speaking, SharePoint, Term Life Insurance, Variable Life, Fixed Annuities, Variable Annuities, Whole Life

Education
Susquehanna University   2003 — 2007
Bachelor's degree, Finance, General

Danna Fletcher Danna Fletcher Austin, Texas Details
Danna Fletcher's New York Life Insurance Company Experience February 2013 - Present
Job Client Operations at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2013 - Present
SteelLocker Sports, Inc.   2011 - 2013

Education
Tarleton State University   1988 — 1994
Bachelor of Science (BS), Interdisciplinary Studies

Jason Augustosky Jason Augustosky Norfolk, Virginia Details
Jason Augustosky's New York Life Insurance Company Experience October 2013 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company)   February 2015 - Present
New York Life Insurance Company   October 2013 - Present
NYLIFE Securities LLC  October 2013 - Present

Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Retirement, Long Term Care Insurance

Education
Old Dominion University - College of Business and Public Administration   2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Jim Pieretti Jim Pieretti Tampa, Florida Details
Jim Pieretti's New York Life Insurance Company Experience April 2012 - June 2013
Job Manager of Marketing Creative & Production Services at MarineMax
Industry Marketing and Advertising
Experience
MarineMax - Largest Retailer of Boats and Yachts   July 2013 - Present
New York Life Insurance Company   April 2012 - June 2013
Make Me Social/Left Brain Agency   January 2007 - April 2012
Harte-Hanks  June 2008 - January 2010
Citigroup  June 1995 - May 2007
Saatchi & Saatchi Advertising  January 1991 - January 1995
Foote, Cone & Belding Advertising   January 1991 - November 1991
NW Ayer Advertising  January 1988 - January 1991
McCaffrey & McCall Advertising   January 1987 - January 1988

Skills
Creative Strategy, Marketing Strategy, Mobile Marketing, Business Management, Communications Strategy, Advertising, B2B, Direct Mail, Digital Marketing, Social Media, Creative Development, Online Marketing, Social Media Marketing, Copywriting, Brand Development, Web Design, Direct Marketing, Integrated Marketing, Graphic Design, Creative Direction, Email Marketing, Creative Problem Solving, Strategic Planning, Team Leadership, Product Development, User Interface Design, HTML, Marketing Communications, Team Building, Budgeting, Microsoft Office, SEO, SEM, Marketing, Strategic Communications, Digital Strategy, Brochures, Management, Marketing Management, Online Advertising, Strategy, Website Development, Production Planning, Leadership, Project Management, Customer Acquisition, Lead Generation

Education
Syracuse University
Bachelor's Degree, Television/Radio Communications

Jason Borek Jason Borek Jacksonville, Florida Area Details
Jason Borek's New York Life Insurance Company Experience January 2006 - January 2009
Job Chief Distribution Officer at Pinnacle Insurance and Financial Services
Industry Insurance
Experience
Pinnacle insurance and financial services   January 2010 - January 2012
Pinnacle Insurance & Financial Services, LLC.   January 2009 - July 2010
New York Life Insurance Company   January 2006 - January 2009

Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Marketing, Term Life Insurance, Small Business, Wealth Management, Retirement, Whole Life, Estate Planning, Universal Life, Strategic Planning, Employee Benefits, Sales, Underwriting, Sales Management

Education
Temple University

Penny Wan-Chin Lee Penny Wan-Chin Lee Miami/Fort Lauderdale Area Details
Penny Wan-Chin Lee's New York Life Insurance Company Experience November 2009 - November 2010
Job Senior Financial Analyst at University to Miami
Industry Hospital & Health Care
Experience
University to Miami   June 2013 - Present
University of Miami  November 2010 - May 2013
New York Life Insurance Company   November 2009 - November 2010
CompUSA  May 2008 - April 2009

Skills
Finance, Financial Modeling, Access, Data Analysis, SharePoint, Analysis, Revenue Cycle, Crystal Reports, Financial Analysis, Clarity, Microsoft Excel, Cubes, Process Improvement, Forecasting, Budgets, Competitive Analysis, Databases, OLAP Cubes, PeopleSoft, MS SQL and Business..., Healthcare Analytics, Management, CRM, Financial Reporting, EPIC HB Clarity..., Business Analysis, Business Planning, Training, Investments, Market Research, Strategic Planning, Excel-pivot table,..., Analytics

Education
University of Miami - School of Business   2007 — 2009
MBA

Tamkang University   1999 — 2004
Bachelor

Winona State University

Michael J. Singer, JD Michael J. Singer, JD Greater Boston Area Details
Michael J. Singer, JD's New York Life Insurance Company Experience November 2004 - May 2010
Job Strategic Consultant at Merchants Fleet Management
Industry Financial Services
Experience
Merchants Fleet Management  August 2015 - Present
Merchants Fleet Management  June 2013 - August 2015
Ledgewood Financial   January 2012 - May 2013
Mutual of America  May 2010 - September 2011
New York Life Insurance Company   November 2004 - May 2010

Skills
Wealth Management, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Estate Planning, Strategic Financial..., Strategic Consulting, Vehicle Leasing, Fleet Leasing, Fleet Management, Fleet Optimization, Fleet Services

Education
Suffolk University Law School   1998 — 2001
JD, Juris Doctor

Syracuse University   1994 — 1998
BS, Information Management

Maimonides School   1989 — 1994

Blake Wann Blake Wann Denver, Colorado Details
Blake Wann's New York Life Insurance Company Experience 2014 - 2015
Job Northwest Outside Sales Executive
Industry Electrical/Electronic Manufacturing
Experience
BEA Inc  June 2015 - Present
New York Life Insurance Company   2014 - 2015
Employment Solutions  2013 - 2014
Enterprise Holdings  May 2013 - November 2013
Enterprise Rent-A-Car  October 2012 - May 2013
Enterprise Rent-A-Car  November 2011 - October 2012
Alexan Events  June 2011 - November 2011
Grosse Pointe War Memorial  June 2010 - August 2010
Santa Fe Grille   May 2009 - August 2010
Downtown Syracuse Committee   August 2009 - December 2009

Skills
Leadership, Management, Marketing, Sales, Customer Service, Business Development, Account Management, New Business Development, Negotiation, Public Relations, Business Planning, Product Marketing, Project Planning, Recruiting, PowerPoint, Event Management, Finance, Advertising, Microsoft Word, Sourcing, Microsoft Office, Hospitality Management, Event Planning, Proficient in Microsoft..., proven leadership..., Hospitality Industry, Process Scheduler, Customer Satisfaction, Personal Finance, Securities

Education
Syracuse University   2007 — 2011
Bachelor of Science (BS), Hospitality Management

Syracuse University   2007 — 2011
BS Minor, Nutrition

Syracuse University - Martin J. Whitman School of Management   2007 — 2011
BS Minor, Marketing

Robert K. Rodriguez Robert K. Rodriguez Greater New York City Area Details
Robert K. Rodriguez's New York Life Insurance Company Experience June 2012 - December 2014
Job Senior Project Manager, Global Partnerships at SFX Entertainment, Inc.
Industry Information Technology and Services
Experience
SFX Entertainment, Inc.   January 2015 - Present
New York Life Insurance Company   June 2012 - December 2014
Netsoft USA  February 2006 - December 2011
PAS Entertainment LLC   January 2003 - January 2006
Deutsche Bank  February 1999 - October 2002
Deutsche Bank  April 1998 - January 1999
GE Capital  August 1996 - December 1997
GE Capital  October 1994 - July 1996
First Union  June 1991 - June 1994

Skills
Business Analysis, Program Management, Project Management, Business Intelligence, Process Improvement, PMO, Change Management, Agile Project Management, Quality Assurance, Performance Management, SharePoint, Agile Methodologies, Data Warehousing, SDLC, RUP, Software Project..., Requirements Analysis, .NET, Operational Excellence, Software Development, Enterprise Architecture, Management, Visio, CMMI, PMBOK, Dashboard, CRM, Use Case, Microsoft Solutions, Vendor Management

Education
Syracuse University   1987 — 1991
Bachelor of Science, Marketing Management

Katie Wheeler Katie Wheeler San Francisco Bay Area Details
Katie Wheeler's New York Life Insurance Company Experience December 2013 - May 2014
Job Teacher's Aide
Industry Education Management
Experience
South Boston Catholic Academy  September 2014 - June 2015
Captain Kidd Restaurant   June 2014 - August 2014
Suffolk University  January 2014 - May 2014
New York Life Insurance Company   December 2013 - May 2014
80 Thoreau  April 2013 - August 2013
North Bridge Insurance Agency   June 2012 - June 2012

Skills
Microsoft Excel, Communication Skills, Microsoft Word, Team Leadership, Microsoft Office, Event Planning, Hard Working, Motivated, Organization, Team Management, Leadership, Highly Ambitious, Project Management

Education
Suffolk University   2013 — 2014
Bachelor of Arts (BA), Psychology, Anticipated GPA 3.5

University of Saint Louis Madrid   2012 — 2012
Psychology

Concord Carlisle High School   2006 — 2010

Mitchell Owen, CLU®, CFP® Mitchell Owen, CLU®, CFP® Greater Philadelphia Area Details
Mitchell Owen, CLU®, CFP®'s New York Life Insurance Company Experience June 1999 - Present
Job Passionate Financial Advisor helping familes, business owners and executives clarify and realize their financial goals.
Industry Financial Services
Experience
Owen Wealth & Retirement Strategies   July 2011 - Present
Eagle Strategies LLC  September 2001 - Present
NYLIFE Securities LLC  August 1999 - Present
New York Life Insurance Company   June 1999 - Present
Eagle Productions  August 1987 - July 1999
Stages of Design   February 1996 - March 1998
Orange and Rockland Utilities  September 1983 - July 1987

Skills
Retirement, Retirement Planning, CLU, 401(k) Rollovers, Key Person Protection, Small Business, Estate Planning, Wealth Preservation..., Multi-generational..., Annuity Sales, Asset Protection, Gifting Strategies

Education
Certified Financial Planners Board of Standards   1999 — 2004
CFP®, Certified Financial Planner

The American College   1999 — 2002
CLU, Charter Life Underwriter

Syracuse University   1976 — 1980
BS, Television Radio Communications, History

Monroe-Woodbury High School   1972 — 1976
Diploma, All

Arnyse Black Arnyse Black Greater New York City Area Details
Arnyse Black's New York Life Insurance Company Experience January 2012 - Present
Job Executive Assistant to SVP & CFO, Financial Management Dept. Insurance Group at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2012 - Present
New York Life Insurance Company   February 2011 - January 2012
New York Life  September 2007 - January 2011
New York Life  January 2000 - August 2007
Perkins Eastman  June 1996 - December 1999

Skills
Calendars, Travel Arrangements, Time Management, Expense Reports, Outlook, Human Resources, Microsoft Excel, PowerPoint, Lotus Notes, Microsoft Office, Microsoft Word, Event Management, SAP, System Administration, Customer Service, Administrative..., Office Management, Administration, Administrative..., Leadership, Public Speaking

Education
Syracuse University   1991 — 1995
Bachelor of Science, Consumer Studies, Business

Laren Gaskins Laren Gaskins Greater Philadelphia Area Details
Laren Gaskins's New York Life Insurance Company Experience February 2008 - December 2011
Job State Farm
Industry Insurance
Experience
Pennsylvania MENTOR  July 2012 - February 2014
Thomas Jefferson University Hospitals (Rosen Group)   July 2011 - December 2012
New York Life Insurance Company   February 2008 - December 2011
Wells Fargo  2007 - 2007
Pennsylvania MENTOR  2004 - 2007

Skills
Credit, Employee Relations, Human Resources, College Recruiting, Customer Service, Recruiting, Applicant Tracking..., Sales, Public Speaking

Education
Temple University   1996 — 2001
Exercise Science, Kinesiology and Exercise Science

Dan Andriola Dan Andriola Greater New York City Area Details
Dan Andriola's New York Life Insurance Company Experience September 2013 - Present
Job Senior Representative at NYLife
Industry Financial Services
Experience
New York Life Insurance Company   September 2013 - Present
Portfolio Evaluations, Inc.   December 2011 - June 2013
Prudential Financial  September 2009 - December 2011
AXA Advisors  2008 - 2009
JB Hanauer  May 2007 - August 2007

Skills
Mutual Funds, Finance, Retirement Planning, Series 7, Securities, Fixed Annuities, Life Insurance

Education
Syracuse University - Martin J. Whitman School of Management   2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship/Entrepreneurial Studies

Jeff Sperber Jeff Sperber Greater New York City Area Details
Jeff Sperber's New York Life Insurance Company Experience June 1995 - July 1999
Job Senior Director, NYC Regional Campaign at The University of Chicago
Industry Higher Education
Experience
The University of Chicago  August 2014 - Present
Syracuse University  February 2011 - July 2014
Syracuse University  June 2009 - February 2011
Syracuse University  September 2006 - June 2009
VEII Limited   2000 - 2005
New York Life Insurance Company   June 1995 - July 1999
LeBouef, Lamb Greene & Macrae   September 1990 - July 1994

Skills
Fundraising

Education
Syracuse University College of Law   1987 — 1990
JD

Sotheby's Works of Art Course, London   1984 — 1985
Certificate, Connoisseurship

University of Rochester   1980 — 1984

West Essex High School   1977 — 1980

Gould Avenue School

Syracuse University

Catherine Methot Catherine Methot Port Washington, New York Details
Catherine Methot's New York Life Insurance Company Experience April 2009 - September 2009
Job Executive Assistant at Systemax
Industry Retail
Experience
Systemax - Global Industrial Equipment  May 2011 - Present
Great American Brokerage, Inc.   December 2009 - May 2011
New York Life Insurance Company   April 2009 - September 2009
Bank of America  1981 - 2008

Skills
Change Management, Software Documentation, Project Management, Six Sigma, Business Process, Budgets, Personnel Management, Time Management, Teamwork, Deferred Compensation

Education
Suffolk County Community College   1979 — 1981
Business Administration

Timothy O'Sullivan Timothy O'Sullivan Greater New York City Area Details
Timothy O'Sullivan's New York Life Insurance Company Experience 1997 - 1998
Job Vice President | Finance | Lancer Insurance Company
Industry Insurance
Experience
Lancer Insurance Company  April 2002 - Present
Empire Insurance Group  1998 - 2002
New York Life Insurance Company   1997 - 1998
The Robert Plan Corp  1995 - 1997
KPMG  August 1991 - February 1995

Skills
Financial Analysis, Financial Reporting, Insurance, Risk Management, Reinsurance, Cash Flow, Property & Casualty..., GAAP, Internal Controls, Auditing, Budgets, Financial Accounting, Strategic Planning, Cash Management, Investments, Strategic Financial..., Sarbanes-Oxley Act, Consolidation, Budgeting, Corporate Tax, Microsoft Excel

Education
Syracuse University - Martin J. Whitman School of Management   1987 — 1991
BS, Accounting

Joseph Diorio Joseph Diorio Hartford, Connecticut Area Details
Joseph Diorio's New York Life Insurance Company Experience January 2009 - May 2010
Job Academic Advisor at Post University
Industry Higher Education
Experience
Post University  March 2014 - Present
Post University  July 2011 - March 2014
Accountemps  April 2010 - February 2011
New York Life Insurance Company   January 2009 - May 2010

Skills
Temporary Placement, Marketing, Accounting, Recruiting, Leadership, Time Management, Consulting, Training

Education
Suffolk University   2004 — 2008
Finance, Finance, General

Alp Aktan Alp Aktan Greater Philadelphia Area Details
Alp Aktan's New York Life Insurance Company Experience February 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2015 - Present
MAG enterprises   March 2013 - December 2014
Ivan Kane's Royal Jelly @ Revel Casino   March 2012 - March 2013
Delilahs Inc.   August 1998 - February 2012

Skills
Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Social Media, Sales, Marketing Communications, Public Relations, Digital Marketing, Online Advertising, New Business Development, Online Marketing, Strategic Planning, Sponsorship, Digital Media, Business Development, Entrepreneurship, Leadership

Education
Temple University - Fox School of Business and Management   1998 — 2000
MBA, Marketing

Temple University - Fox School of Business and Management   1992 — 1996
Bachelor of Business Administration (BBA), Economics and International Business

South Miami Senior High

Kim Lor Kim Lor Tacoma, Washington Details
Kim Lor's New York Life Insurance Company Experience April 2013 - October 2014
Job Freelance
Industry Consumer Services
Experience
New York Life Insurance Company   April 2013 - October 2014
Woodstone Credit Union  March 2011 - February 2012
Sterling Savings Bank  September 2000 - June 2010

Skills
Loans, Banking, Mortgage Lending, Credit, Underwriting, Small Business Lending, Commercial Banking, Credit Analysis, Consumer Lending, Commercial Lending, Loan Origination, Mortgage Banking, Lines Of Credit, Retail Banking, Refinance

Education
Tacoma Community College   1995 — 1997
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

University of Washington

Dave Sinnott Dave Sinnott Bedminster, New Jersey Details
Dave Sinnott's New York Life Insurance Company Experience September 2013 - Present
Job SENIOR ASSOCIATE Network Implementation A&E at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company   September 2013 - Present
New York Life  January 2007 - August 2013
New York Life Insurance Company   May 2003 - September 2007
JPMorgan Chase & Co.   January 2002 - May 2002
IBM Global Business Process Services  April 2001 - December 2001

Skills
Financial Services, Insurance, Project Management, Business Analysis, Microsoft Office, Marketing, Microsoft Excel, Life Insurance, Visio, Strategic Planning, Sales, Account Management, Relationship Management, Lotus Notes, Social Media, Risk Management, Call Centers, Team Management

Education
Chubb Institute of Technology   2000 — 2000
Certification, System, Networking, and LAN/WAN Management/Manager

Suffolk County Community College   1999 — 1999
Business Administration, Business Administration

Bruce Cooper Bruce Cooper Norwalk, Connecticut Details
Bruce Cooper's New York Life Insurance Company Experience May 2002 - Present
Job Dedicated Financial Services Professional assisting families and business owners develop a strong financial strategy
Industry Insurance
Experience
NYLIFE Securities LLC  May 2002 - Present
New York Life Insurance Company   May 2002 - Present
Kairos Prison Ministry International Foundation  2005 - Present
Levi Strauss & Co  1971 - 1997

Skills
Insurance, Strategic Financial..., Customer Service, Fixed Annuities, Retirement, Management, Leadership, Finance, Estate Planning, Retirement Planning, Life Insurance, Investments, Asset Allocation, Financial Services, Business Planning, Long Term Care Insurance, Small Business, Financial Analysis, Business Development, Process Improvement, Contract Negotiation, Public Speaking, Team Leadership, Public Relations, Project Planning, Project Management, Leadership Development, 401k Rollovers, Wealth Preservation..., Permanent Life Insurance, Lifetime Income...

Education
Temple University - Fox School of Business and Management   1964 — 1968
BBA, economics, marketing

Kim Wittmeyer Kim Wittmeyer Austin, Texas Area Details
Kim Wittmeyer's New York Life Insurance Company Experience February 2005 - Present
Job Director of Operations, New York LIfe
Industry Insurance
Experience
New York Life Insurance Company   February 2005 - Present

Skills
Administrative..., Outlook, Customer Service, Microsoft Excel, Data Entry, Microsoft Office, Microsoft Word, Office Management, Executive Support

Education
Texas Tech University   1985 — 1986
Master's degree, Organizational Communication, General

Tarleton State University
Bachelor of Arts (BA), Secondary Education and Teaching

Aryeh Linietsky Aryeh Linietsky Greater Philadelphia Area Details
Aryeh Linietsky's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life Insurance Company helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company   June 2015 - Present
Perimeter Protective Systems   July 2014 - January 2015
Supermedia. LLC  October 2012 - January 2014
Broad Street Media  2006 - 2012

Skills
Wealth Preservation..., Wealth Transfer..., Business Planning, Business Exit Strategy, Income Protection, Buy-Sell Agreements, Life Insurance..., Succession Planning, Key Person Protection, Supplements to Employee..., Annuity Sales, Grandchild Gifting, Gifting Stategies, Legacy Planning

Education
Temple University

Chris Felt, CLTC Chris Felt, CLTC Sacramento, California Area Details
Chris Felt, CLTC's New York Life Insurance Company Experience December 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company   December 2009 - Present
NYLIFE Securities LLC  December 2009 - Present
New York Life Insurance Company   2009 - 2012

Skills
Fixed Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Long-term Care, Insurance, Strategic Financial..., Series 6, Investments, Variable Annuities, Variable Products, Variable Life

Education
Tarleton State University   1995 — 1997
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication

Ed O'Hara Ed O'Hara Burlington, Vermont Area Details
Ed O'Hara's New York Life Insurance Company Experience August 1997 - November 2001
Job Marine Specialist at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group  September 2013 - Present
Allianz Global Corporate & Specialty  August 2010 - August 2013
The Hartford  October 2007 - July 2010
West Canada Properties, LLC Poland, NY   July 2001 - December 2009
The Hartford  January 2006 - October 2007
New York Life Insurance Company   August 1997 - November 2001
Chamberlin Elementary School   September 1996 - June 1997
Fayston Elementary School   August 1995 - June 1996

Skills
Underwriting

Education
University of Vermont
Post-baccalaureate Certification, Elementary Education

Syracuse University   1987 — 1991
BA, Policy Studies

Tom Colone Tom Colone Syracuse, New York Area Details
Tom Colone's New York Life Insurance Company Experience 2005 - 2006
Job President at The Tom Colone Insurance Agency, Inc
Industry Insurance
Experience
The Tom Colone Insurance Agency, Inc.   June 2007 - Present
State Farm  November 2006 - Present
New York Life Insurance Company   2005 - 2006
United Rentals  June 2002 - November 2005

Skills
Homeowners, Renters, Whole Life, Umbrella Insurance, Term Life Insurance, Universal Life, Commercial Insurance, Property & Casualty..., Disability Insurance, Marine Insurance, Life Insurance, Health Insurance, Casualty, Motorcycle, Flood Insurance, Long-term Care, Fixed Annuities, General Insurance, Legal Liability, Insurance, Long Term Care Insurance, Sales, Team Building, Liability, Professional Liability, Customer Service

Education
Syracuse University
Bachelor of Science (B.S.), Chemistry

Christian Reilly Christian Reilly Greater Boston Area Details
Christian Reilly's New York Life Insurance Company Experience January 2009 - September 2013
Job Managing Associate at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  September 2013 - Present
New York Life Insurance Company   January 2009 - September 2013
American Home Mortgage  June 2003 - December 2009
Prime Financial   March 2002 - June 2003
Fleet Bank  December 1998 - March 2003

Skills
Credit, Retirement Planning, Series 63, Investments, Mutual Funds, Securities, Wealth Management, Mortgage Lending, Strategic Financial..., Long-term Care, Fixed Annuities, Mortgage Banking, Retirement, Life Insurance, Series 6, Financial Services, Disability Insurance, Long Term Care Insurance, Insurance, Finance, IRAs, 401k, Financial Planners, Estate Planning, Asset Allocation, Investment Advisory

Education
Syracuse University - Martin J. Whitman School of Management   1992 — 1996
B.S., Marketing

Xaverian   1988 — 1992

Samuel Feder Samuel Feder Greater New York City Area Details
Samuel Feder's New York Life Insurance Company Experience May 2010 - May 2014
Job Web Developer
Industry Computer Software
Experience
Major League Baseball  October 2014 - Present
New York Life Insurance Company   May 2010 - May 2014

Skills
Ruby on Rails, JavaScript, Backbone.js, APIs, jQuery, Ruby, Node.js, HTML, CSS, jQuery UI, Web Design, Web Development, Heroku, JBuilder, Capybara, RSpec, JSON, Canvas, OmniAuth, Test Driven Development, Adobe Creative Suite, User Interface Design, Creative Strategy, Information Security, SQL, Git, Github, AJAX, MVC, Social Media Marketing, Business Analysis

Education
App Academy   2014 — 2014
Software Development

Syracuse University   2007 — 2010
Bachelor's degree, Information Technology

Thomas Ciccarelli Thomas Ciccarelli Newburgh, New York Details
Thomas Ciccarelli's New York Life Insurance Company Experience November 2011 - December 2012
Job Sales Agent specializing in Life, Health and Financial Services
Industry Insurance
Experience
New York Life Insurance Company   November 2011 - December 2012
Aflac  March 2008 - November 2011
Time Warner Cable  May 2010 - June 2011
Epicor Software Corp  January 2005 - March 2008
Analysts International Corporation (AIC)   February 2001 - May 2004

Education
SUNY Orange   1993 — 1995
AS in Applied Sciences and Liberal Arts, History

Matt Pepdjonovic Matt Pepdjonovic Greater Boston Area Details
Matt Pepdjonovic's New York Life Insurance Company Experience November 2013 - October 2014
Job Internal Wholesaler at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  September 2014 - Present
New York Life Insurance Company   November 2013 - October 2014

Skills
Leadership, Social Media, Public Speaking, Data Analysis, Insurance, Mutual Funds, Securities, Series 7, Research, Investments, Marketing, Sales, ETFs, Portfolio Management, Retirement Planning

Education
Suffolk University - Sawyer School of Management   2009 — 2013
Bachelor of Science in Business Administration, Finance

Boston College High School   2005 — 2009

Jill Frohmann Jill Frohmann Denver, Colorado Details
Jill Frohmann's New York Life Insurance Company Experience July 2009 - April 2010
Job HR Representative at Schlumberger
Industry Oil & Energy
Experience
Schlumberger  February 2015 - Present
Schlumberger  October 2012 - Present
Schlumberger  August 2011 - October 2012
Jonathan Roberts Associates   May 2010 - May 2011
Sandra Hartog & Associates  April 2010 - July 2010
New York Life Insurance Company   July 2009 - April 2010
Queens College Preschool Project   August 2008 - June 2009

Education
Teachers College of Columbia University   2009 — 2011
Master of Arts, Organizational Psychology

Queens College, City University of New York   2006 — 2009
Bachelor of Arts, Psychology; Business and Liberal Arts

Connor Scott Connor Scott Greater Philadelphia Area Details
Connor Scott's New York Life Insurance Company Experience April 2013 - Present
Job Financial Advisor, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2013 - Present
GlassVac USA LLC   January 2010 - March 2013

Skills
Project Planning, Training, Budgets, Event Planning, Six Sigma, Leadership, Team Building, Contract Negotiation

Education
Temple University

Kent Hicks-Hsueh Kent Hicks-Hsueh Dallas/Fort Worth Area Details
Kent Hicks-Hsueh's New York Life Insurance Company Experience October 2007 - Present
Job Call Center Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2007 - Present
Glazer's Distributors  January 2006 - March 2007

Education
Tarrant County College   1997 — 1999
Assoc. of Arts, Business

Dung Mai Dung Mai Dallas/Fort Worth Area Details
Dung Mai's New York Life Insurance Company Experience February 2015 - Present
Job Licensed Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   February 2015 - Present
State Farm  April 2014 - March 2015
Jackson Hewitt Tax Service Inc.  January 2014 - April 2014
YMCA of Metropolitan Fort Worth  January 2013 - December 2013
Texas Veterans Commission  August 2009 - August 2011

Skills
Customer Service, Leadership, Sales, Life Insurance, Public Speaking, Marketing, Estate Planning, Grandchild Gifting, Key Person Protection, Licensed Life and..., Retirement Planning, Risk Management, Personal Finance, Small Business, Supplements to Employee..., Financial Services, Insurance, Financial Planning, Finance, Training

Education
The University of Texas at Arlington   2008 — 2012
Bachelor's degree, B.S. in Exercise Science, 3.4

Tarrant County College

Tarrant County College

Ken Parkinson Ken Parkinson Middlesex, New Jersey Details
Ken Parkinson's New York Life Insurance Company Experience Compliance AnalystPrudential Insurance1989 - 2004
Job Vice President, Compliance at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   Compliance AnalystPrudential Insurance1989 - 2004

Skills
Series 24, Series 7, Series 63, Financial Services, Investment Advisory, Series 65, 401k, Fixed Income, Alternative Investments, Broker-Dealer, Series 6, Investment Management, FINRA, Fixed Annuities, AML, Securities

Education
Temple University

Kristine McMenamy Kristine McMenamy Woodside, New York Details
Kristine McMenamy's New York Life Insurance Company Experience February 2012 - May 2014
Job Administrative Assistant
Industry Financial Services
Experience
Pete Liao - Northwestern Mutual   April 2015 - Present
New York Life Insurance Company   February 2012 - May 2014
First Choice Staffing  November 2012 - February 2013
Jacqueline A. Biscardi   August 2010 - March 2012
Cornell Cooperative Extension Sullivan County   March 2001 - June 2010
Villa Roma Resort and Conference Center  October 1995 - March 2001

Skills
PowerPoint, Word, Excel, microsoft publishser, Outlook, Access, Polycom, Administration, Calendars, Office Management, Reception, Wordpress, Event Management, Lotus Notes, Concur, Administrative..., Marketing, Microsoft Excel, WordPress, Microsoft Word, Customer Service, Microsoft Office, Event Planning, Social Networking, Strategic Planning, Research, Fundraising, Nonprofits, Volunteer Management, Editing, Social Media

Education
New York Real Estate Institute   2014 — 2014
Real Estate Sales Certificate/License, Real Estate Sales

Sullivan County Community College   2007 — 2010
None, Computer Information Systems

Evan Horton Evan Horton Boston, Massachusetts Details
Evan Horton's New York Life Insurance Company Experience June 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2014 - Present

Skills
Retirement Planning, Financial Services, Life Insurance, Mutual Funds, Small Business, Insurance, Securities, Estate Planning, Retirement, Wealth Management..., Strategic Financial..., Investments, Wealth Management, Series 63, FINRA

Education
Suffolk University Law School
Doctor of Law (J.D.)

Tulane University
Bachelor of Science in Management

Maureen Strong Maureen Strong Montgomery, New York Details
Maureen Strong's New York Life Insurance Company Experience January 1999 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 1999 - Present

Education
SUNY Orange

Saadiq Stewart Saadiq Stewart Philadelphia, Pennsylvania Details
Saadiq Stewart's New York Life Insurance Company Experience September 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2012 - Present

Education
Temple University
Bachelor of Science (B.S.)

Lilian Bernard Lilian Bernard Greater New York City Area Details
Lilian Bernard's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   March 2015 - Present
Tanzanian mission to the United Nations   May 2010 - October 2010

Skills
C, HTML, SQL, Microsoft Office, Programming, MySQL, Windows, PHP, CSS, PowerPoint, Microsoft Word, Python, Customer Service, Microsoft Excel, Photoshop, XML, Databases, English, Visual Basic, Algorithms, C, Public Speaking, Computer Science, Microsoft SQL Server, C#, Troubleshooting, Web Development, JavaScript, Operating Systems, Windows Server, Computer Hardware, Sales, Networking, Leadership, Teamwork, Program Management, Access

Education
State University of New York Institute of Technology at Utica/Rome   2012 — 2014
Computer science, Computer Science

Herkimer County Community College   2008 — 2009
Computer Support Specialist, Computer Science

Patrick Minchin Patrick Minchin Easton, Pennsylvania Details
Patrick Minchin's New York Life Insurance Company Experience October 2013 - June 2014
Job Senior Reinsurance Account Specialist at Chubb Insurance
Industry Accounting
Experience
Chubb Insurance  August 2014 - Present
New York Life Insurance Company   October 2013 - June 2014
Wegmans Food Markets  2005 - October 2013

Skills
Protection..., Creative Problem Solving, Annuity Sales, Retirement Planning, Life Insurance..., Business Insurance..., Education Funding..., Wealth Preservation..., Customer Relations, Building Relationships, Legacy Planning, Supplements to Employee..., Key Person Insurance, Grandchild Gifting, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, Communication, Customer Satisfaction, Gifting Strategies, Insurance, Leadership, Licensed Life Insurance..., Lifetime Income..., Networking, Permanent Life Insurance, Problem Solving, Public Speaking, Small Business, Term Life Insurance, Time Management

Education
Temple University - Fox School of Business and Management   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Jeffrey Ludwin Jeffrey Ludwin Fort Lauderdale, Florida Details
Jeffrey Ludwin's New York Life Insurance Company Experience 2014 - Present
Job Dedicated Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2014 - Present
American Signature Inc.  October 2005 - Present
John Hancock Financial Services  September 1993 - April 2001

Skills
Sales, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Team Building

Education
Suffolk County Community College   1978 — 1981
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Lindsey Allison Lindsey Allison New York, New York Details
Lindsey Allison's New York Life Insurance Company Experience March 2006 - November 2007
Job Brand Manager at Ralph Lauren
Industry Retail
Experience
Ralph Lauren  July 2011 - Present
Ralph Lauren  November 2007 - July 2011
New York Life Insurance Company   March 2006 - November 2007

Skills
Microsoft Office, Management, Sales, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Customer Service, Training, Research, Visual Merchandising

Education
Tarleton State University   2001 — 2005
Bachelor of Business Administration (BBA), Marketing

Tiffany Gooch Tiffany Gooch Queens Village, New York Details
Tiffany Gooch's New York Life Insurance Company Experience April 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2014 - Present

Skills
Estate Planning

Education
Technical Career Institutes   2007 — 2009
Health Information Technology