New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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.
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
New York Life Insurance Company May 2007 - Present
Skills
Call Centers
Education
Sullivan University
Bachellor of Science, Management
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
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
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
New York Life Insurance Company January 2008 - Present
Nationscredit September 1977 - December 1999
Education
Temple University 1973 — 1977
BA, Chemistry
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
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
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
UBS October 2013 - Present
New York Life Insurance Company 2004 - 2012
Education
Syracuse University
Bachelor of Arts (B.A.), Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
New York Life Insurance Company January 1999 - Present
Education
SUNY Orange
New York Life Insurance Company September 2012 - Present
Education
Temple University
Bachelor of Science (B.S.)
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
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
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
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
New York Life Insurance Company April 2014 - Present
Skills
Estate Planning
Education
Technical Career Institutes 2007 — 2009
Health Information Technology