New York Life Insurance Company

Description

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Jason Magdalena Jason Magdalena Austin, Texas Area Details
Jason Magdalena's New York Life Insurance Company Experience January 2010 - November 2010
Job Bounce Around Austin
Industry Events Services
Experience
Bounce Around Austin   July 2010 - Present
YMBL/ Austin Sunshine Camps   November 2007 - Present
Sunshine Run   January 2014 - July 2014
New York Life Insurance Company   January 2010 - November 2010
Northwestern Mutual  September 2006 - December 2009

Skills
Retirement Planning, Insurance, Sales, Fundraising, Finance, Small Business, Strategic Financial..., Investments, Strategic Planning, Fixed Annuities, Life Insurance, Financial Analysis, Employee Benefits, Retirement, Wealth Management, Series 7, Mutual Funds, Long-term Care, Estate Planning, Disability Insurance, Series 63, Event Management, Event Planning, Events Coordination

Education
Texas State University   2001 — 2006
BA, Management

Rich Maus Rich Maus Frisco, Texas Details
Rich Maus's New York Life Insurance Company Experience 2005 - Present
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group  2005 - Present
New York Life Insurance Company   2005 - Present
Eagle Strategies, LLC  2005 - Present
NYLIFE Securities, LLC  2005 - Present

Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis

Education
Texas A&M University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

Mark McGregory, FALU Mark McGregory, FALU Dallas/Fort Worth Area Details
Mark McGregory, FALU's New York Life Insurance Company Experience January 2006 - Present
Job Underwriting Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2006 - Present
CBCA  July 2001 - December 2005
Ascent Assurance   July 1996 - June 2001
Walker Financial   July 1995 - June 1996
Transport Life Insurance Company  July 1989 - June 1994

Skills
Training, Microsoft Excel, Insurance, Life Insurance, Underwriting, Health Insurance, Fixed Annuities, Disability Insurance, Management, Risk Management, Reinsurance, Term Life Insurance, Long-term Care, General Insurance, Retirement Planning

Education
Texas Christian University - M.J. Neeley School of Business   2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Aledo High School   1981 — 1984

Luis Sanchez Luis Sanchez Corpus Christi, Texas Area Details
Luis Sanchez's New York Life Insurance Company Experience April 2014 - Present
Job Senior Marketing & Recruiting Manager, Latino Market at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2014 - Present
Yodle  September 2012 - April 2014
The Chocolate Cup   March 2010 - July 2013
Yodle  January 2012 - September 2012
Austin Pain Associates  March 2008 - June 2011

Skills
Sales, Sales Management, Relationship Management, Recruiting, Leadership, Public Speaking

Education
Texas State University-San Marcos   2003 — 2006
Bachelor of Arts (B.A.), Communication, General

Ray High School

Raven Summers Raven Summers Waco, Texas Area Details
Raven Summers's New York Life Insurance Company Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2015 - Present
Integ  May 2015 - September 2015
Sherwin Williams  May 2014 - August 2014

Skills
Financial Planning, Financial Services, Life Insurance, Time Management, Team Building, Customer Service, Business Intelligence, Public Speaking, Sales, Microsoft Technologies, Financial Analysis, Strategic Planning, Business Strategy

Education
Texas A&M University   2011 — 2015
Bachelor's degree, Business Administration and Management, General

Rene Truan Rene Truan Austin, Texas Area Details
Rene Truan's New York Life Insurance Company Experience 1996 - 1998
Job Deputy Commissioner at Texas General Land Office
Industry Government Administration
Experience
Texas General Land Office  Agent/BrokerTruan & Associates2002 - 2010
New York Life Insurance Company   1996 - 1998

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Commercial Leasing, Easements, Government, Policy, Policy Analysis, Program Management, Project Management, Public Policy, Public Relations

Education
Texas State University-San Marcos
Bachelor's degree, Political Science and Government/Economics

The University of Texas at Austin

Caroline Childress Caroline Childress San Antonio, Texas Details
Caroline Childress's New York Life Insurance Company Experience 1998 - 2000
Job FP&A Manager of The Petco Foundation
Industry Nonprofit Organization Management
Experience
The Petco Foundation   August 2014 - Present
Dell  2012 - 2014
Dell  2008 - 2012
Dell  2004 - 2008
Dell  2002 - 2004
Texas A&M University  2000 - 2002
New York Life Insurance Company   1998 - 2000
American National Insurance  1996 - 1998

Skills
Accounting, Cross-functional Team..., Forecasting, Leadership, Strategy, Finance, Financial Reporting, Management, Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Analysis

Education
Texas A&M University   2000 — 2002
Master of Business Administration (MBA)

University of Houston   1993 — 1996
Bachelor of Business Administration (BBA), Accounting

Stephen Mendonca, MBA Stephen Mendonca, MBA Houston, Texas Details
Stephen Mendonca, MBA's New York Life Insurance Company Experience September 2014 - July 2015
Job Program Manager
Industry Oil & Energy
Experience
Novi Labs   July 2015 - Present
New York Life Insurance Company   September 2014 - July 2015
Hess Corporation  May 2009 - September 2014
Beazer Homes  January 2005 - April 2009

Skills
ITIL v3 Foundations..., Visio, IT Management, MS Project, Program Management, Process Improvement, Project Management, SharePoint, Business Analysis, Business Process, Windows 7, Project Planning, PMO, Microsoft Project

Education
Texas A&M University - Mays Business School   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Texas A&M University   2000 — 2004
Bachelor of Science (B.S.), Political Science and Government

Joanna Goss Joanna Goss Houston, Texas Area Details
Joanna Goss's New York Life Insurance Company Experience September 2006 - August 2007
Job Human Resources Professional
Industry Human Resources
Experience
Porter Hedges LLP  September 2011 - September 2013
Hewitt Associates/AonHewitt   June 2008 - September 2011
Mercer Human Resource Services   September 2007 - May 2008
New York Life Insurance Company   September 2006 - August 2007
Daniel J. Hoffman, LLC   2006 - 2006
Virtual Book Worm   2005 - 2006

Skills
Recruiting, Employee Benefits, Customer Service, Benefits Administration, Human Resources, Analysis, Time Management, Microsoft Office, Employee Relations, Internet Recruiting, Performance Management, Outlook, Hiring, Sourcing, HRIS, Onboarding, PeopleSoft

Education
Texas A&M University   2004 — 2007
Bachelors of Business Administration, Business Management

Ricky Diaz Ricky Diaz Austin, Texas Area Details
Ricky Diaz's New York Life Insurance Company Experience March 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  April 2015 - Present
New York Life Insurance Company   March 2014 - Present

Skills
Life Insurance, Retirement Planning, Small Business, Asset Protection, Business Networking, Estate Planning, Key Person Insurance, 401k Rollovers, Business Planning, Retirement Income..., Supplements to Employee..., Investments, Mutual Funds, Financial Services, Education Funding..., Sales Management, Team Building, Team Leadership, Strategic Planning, Finance, Customer Service, Insurance

Education
Texas State University   2012 — 2013
Finance, General

The University of Texas at El Paso   2011 — 2012
Finance, General

Steven Eric Salinas Steven Eric Salinas Corpus Christi, Texas Area Details
Steven Eric Salinas's New York Life Insurance Company Experience April 2004 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Nylife Securities  April 2004 - Present
New York Life Insurance Company   April 2004 - Present
BNI  2014 - 2015
BNI  2014 - 2015
APAC Customer Services  December 1997 - May 1999

Skills
Retirement Planning, Licensed Life Insurance..., Licensed Long-Term Care, Estate Planning, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Customer Service, Employee Benefits, Leadership, Sales, Team Building, Mutual Funds, Retirement, Marketing

Education
Texas A&M University-Kingsville   1998 — 2003
BBA, Marketing

Ingleside High School   1992 — 1996
Diploma

Charles Villarreal, Managing Partner at New York Life Charles Villarreal, Managing Partner at New York Life Anchorage, Alaska Details
Charles Villarreal, Managing Partner at New York Life's New York Life Insurance Company Experience March 2014 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company   March 2014 - Present
New York Life Insurance Company   September 2013 - March 2014
New York Life Insurance Company   May 2008 - September 2013
New York Life Insurance Company   February 2006 - May 2008
Enterprise Rent-A-Car  1998 - 1999

Skills
Leadership, Training, Recruiting, Financial Recruiting, Hands on Leader, Interviewing

Education
Texas State University-San Marcos   1995 — 1998

Robert E Lee

Cameron Reeves Cameron Reeves Dallas/Fort Worth Area Details
Cameron Reeves's New York Life Insurance Company Experience February 2002 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2002 - Present

Skills
Licensed Life Insurance..., 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Estate Planning

Education
Texas Christian University   1996 — 2000
BBA, Business Administration and Management, General

Texas Christian University - M.J. Neeley School of Business   1996 — 2000

Joyce Erck Joyce Erck Houston, Texas Details
Joyce Erck's New York Life Insurance Company Experience November 1990 - December 1991
Job Executive Assistant to President at Allegiance Bank
Industry Insurance
Experience
Allegiance Bank  March 2014 - Present
Robinson Benefits Ltd Co   2009 - 2013
Thomas W. Robinson, Jr. - New York Life Agent & Registered Representative   December 1991 - December 1996
New York Life Insurance Company   November 1990 - December 1991
Tanglewood Bank   January 1989 - November 1990

Skills
Customer Service, Operations Management, Customer Satisfaction, Management, Insurance, Event Management, Underwriting, Leadership, Public Speaking

Education
Texas A&M University
Bachelor's degree

Amber Rose Amber Rose Dallas/Fort Worth Area Details
Amber Rose's New York Life Insurance Company Experience April 2014 - Present
Job Marketing & Recruiting Manager, Latino Market
Industry Telecommunications
Experience
New York Life Insurance Company   April 2014 - Present
New York Life Insurance Company   May 2013 - April 2014
Ericsson  March 2012 - March 2013
Ericsson  April 2011 - March 2012
Ericsson  September 2010 - April 2011

Skills
Marketing, Leadership, Training, Management, Microsoft Office, Coaching, Events Coordination, Event Marketing Strategy, Marketing Management, Social Media Marketing, PowerPoint, Team Building, Telecommunications, Vendor Management, Project Management, Business Development, Mobile Devices, LTE, Integration, Project Planning, Program Management, Project Delivery, Service Delivery, SAP

Education
Texas A&M University   2006 — 2010
Bachelor of Arts (B.A.), Political Science, Spanish

Midway High School

Sam Clyatt, CLU®, ChFC®, AEP®, CAP® Sam Clyatt, CLU®, ChFC®, AEP®, CAP® Chattanooga, Tennessee Area Details
Sam Clyatt, CLU®, ChFC®, AEP®, CAP®'s New York Life Insurance Company Experience April 1977 - Present
Job Experienced Financial Adviser at Eagle Strategies, LLC & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company)   February 1997 - Present
NYLIFE Securities LLC  December 1996 - Present
New York Life Insurance Company   April 1977 - Present
Middle Tennessee State University  December 1974 - December 1975

Skills
Investments, Protection..., Wealth Preservation..., Asset Protection, 401(k) Rollovers, Multi-generational..., Charitable Giving, Education Funding..., Retirement Income..., Strategic Planning

Education
MTSU   1973 — 1975
early American History

MTSU   1971 — 1972
Masters, History

Tennessee Temple University   1966 — 1970
Bachelors, History

Ricky West Ricky West Hurst, Texas Details
Ricky West's New York Life Insurance Company Experience May 2015 - Present
Job Liscenced Financial Services Agent Intern at New York Life.
Industry Financial Services
Experience
New York Life Insurance Company   May 2015 - Present
Shippers Express, Inc.   May 2015 - Present
Texas A&M Transit   January 2015 - Present
HEBISD  August 2013 - May 2014
QuikTrip  June 2012 - June 2013

Skills
People Skills, Budgeting, Stock Trading, Pastoral Counseling

Education
Texas A&M University   2014 — 2018
Finance, Finance, General, Sophomore

Patrick Lewis Patrick Lewis Orlando, Florida Area Details
Patrick Lewis's New York Life Insurance Company Experience October 2009 - June 2010
Job Residential Loan Originator at Premier Nationwide Lending NMLS ID # 923774
Industry Financial Services
Experience
Premier Nationwide Lending  January 2015 - Present
Academy Mortgage Corporation  August 2012 - January 2015
Social eVolution Media and Marketing   May 2010 - August 2012
New York Life Insurance Company   October 2009 - June 2010
American Partners Bank  March 2009 - August 2009
SunTrust Mortgage  February 2003 - October 2008
US Bank Home Mortgage  January 2002 - January 2003
North American Mortgage Company  July 1992 - January 2002

Skills
Mortgage Planning, Mortgage Banking, Marketing Strategy, Email Marketing, Coaching, Credit Analysis, Mortgage Lending, Loan Origination, FHA financing, Certified Mortgage..., Strategic Partnerships, Sales, Leadership, Horned Frog Football, USDA, First Time Home Buyers, Mortgage Tax Credits, FHA, Investments, Loans, FHA Financing, Investment Properties, Business Development, Real Estate, Refinance, Sales Management, VA Loans

Education
Texas Christian University   1988 — 1992
Bachelor Science, Advertising/Public Relations

Lisa Morris Lisa Morris Houston, Texas Area Details
Lisa Morris's New York Life Insurance Company Experience February 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2014 - Present
A&M Consolidated High School  July 2010 - February 2014
John Paul II High School  July 2006 - July 2010

Skills
Life Insurance, Strategic Financial..., Insurance, Finance, Staff Development, Analysis, Fixed Annuities, Disability Insurance, Retirement Planning, Teaching, Term Life Insurance, Long-term Care, Retirement, IRAs, Long Term Care Insurance, Customer Service, Team Building, Strategic Planning, Financial Planning, Public Speaking

Education
Texas A&M University   2000 — 2003
Bachelor of Arts (B.A.), English

Andy Jamieson Andy Jamieson San Antonio, Texas Details
Andy Jamieson's New York Life Insurance Company Experience May 2014 - December 2014
Job Contract Coordinator at Rackspace, the #1 managed cloud company
Industry Financial Services
Experience
Rackspace, the #1 managed cloud company   August 2015 - Present
SWBC  February 2015 - July 2015
New York Life Insurance Company   May 2014 - December 2014
Gold's Gym (Bandera Trails) - San Antonio, TX   February 2014 - May 2014
Lifetime Fitness at The Rim   June 2011 - January 2014

Skills
Finance, Sales, Financial Services, Marketing, Customer Service, Exercise Physiology, Fitness Training, Strength Training, Nutrition, Sports Nutrition, Exercise Prescription, Personal Training, Sports Medicine, Exercise Instruction, Sports Training, Public Speaking

Education
The University of Texas at San Antonio   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Texas A&M University   2009 — 2011

Zack Seabolt Zack Seabolt Greater Nashville Area Details
Zack Seabolt's New York Life Insurance Company Experience November 2010 - April 2011
Job New Product Launch Specialist at Calsonic Kansei
Industry Automotive
Experience
Calsonic Kansei  November 2011 - Present
Parallon Business Solutions  May 2011 - November 2011
New York Life Insurance Company   November 2010 - April 2011

Skills
Microsoft Office, Customer Service, Inventory Management, Public Speaking, Process Improvement, Research, Product Development, Negotiation, Continuous Improvement, Leadership, Team Building, Strategic Planning, Microsoft Excel, Automotive, Outlook, Manufacturing

Education
Tennessee Technological University   2006 — 2010
Bachelor of Science, Agriculture

Tennessee Technological University   2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Agriculture, General

Clarissa Moncivais Clarissa Moncivais Laredo, Texas Area Details
Clarissa Moncivais's New York Life Insurance Company Experience February 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2012 - Present
NYLIFE Securities LLC  February 2013 - Present
First National Bank  July 2005 - February 2012

Skills
Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Retirement Planning, Estate Planning, IRA Rollovers, Strategic Financial..., Education Funding..., Grandchild Gifting, Asset Protection, Buy Sell Agreements, Business Exit Strategy, Small Business, Annuity Sales, Networking, Financial Analysis, Risk Management, Key Person Insurance, Personal Finance, Protection..., Wealth Preservation..., Investments, Business Networking

Education
Texas A&M International University   2008 — 2011
Bachelor of Business Administration (BBA), Finance, General

Ed Culver Ed Culver Dallas, Texas Details
Ed Culver's New York Life Insurance Company Experience December 2005 - Present
Job Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2005 - Present
Invesco  February 2002 - September 2005
Janus Capital Group  December 1999 - April 2001

Skills
Finance and investing, Management, 401k, Finance, Analysis, Mutual Funds, Training, Investments, Call Centers, Microsoft Excel, Retirement, Series 6, Fixed Annuities, Databases

Education
Texas A&M University   1993 — 1998
Business Management

Grant Dvorak Grant Dvorak Dallas/Fort Worth Area Details
Grant Dvorak's New York Life Insurance Company Experience June 2015 - Present
Job Transfer of Assets at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company   June 2015 - Present
Evantage, Inc.   February 2014 - March 2015
The Band Connection   August 2013 - February 2014
Brazos Record Storage   June 2009 - April 2013
Fellowship Church/A&M Christian Fellowship   January 2012 - December 2012
Marble Slab Creamery  June 2005 - June 2006

Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Team Building, PowerPoint, Budgets, Management, Team Leadership, Social Media, Project Management, Training, Time Management

Education
Texas A&M University   2009 — 2012
Bachelor of Arts (B.A.), Economics

Texas A&M University at Galveston   2006 — 2009
Studied, Maritime Administration

Matthew Goff Matthew Goff Austin, Texas Details
Matthew Goff's New York Life Insurance Company Experience May 2008 - June 2011
Job Principal at Camino Real Financial Strategies
Industry Financial Services
Experience
Camino Real Financial Strategies   July 2011 - Present
NYLIFE Securities LLC  June 2010 - Present
Eagle Strategies, LLC  June 2010 - Present
New York Life Insurance Company   May 2008 - June 2011
Siemens Enterprise Communications  January 1998 - March 2008

Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Wealth Preservation...

Education
Thunderbird School of Global Management   1995 — 1996
Master of Business Administration (M.B.A.), International Finance

Texas A&M University   1988 — 1992
Bachelor of Science (B.S.)

Emily Caram Emily Caram Dallas/Fort Worth Area Details
Emily Caram's New York Life Insurance Company Experience March 2012 - November 2012
Job Sales Professional
Industry Education Management
Experience
Agile Mind  December 2012 - September 2015
New York Life Insurance Company   March 2012 - November 2012
White Settlement ISD  July 2005 - June 2010
Birdville ISD  July 2004 - July 2005

Skills
Teaching, Educational Technology, Curriculum Design, Instructional Design, Staff Development, Public Speaking

Education
Texas Christian University   2008 — 2009
Master of Education (M.Ed.), Educational Leadership and Administration, General

Texas Christian University   2000 — 2004
Bachelor of Science (B.S.), Early Childhood Education and Teaching

Gus Cuellar Gus Cuellar Plano, Texas Details
Gus Cuellar's New York Life Insurance Company Experience September 2013 - Present
Job Corporate Vice President, West Central Zone, Latino Market
Industry Insurance
Experience
New York Life Insurance Company   September 2013 - Present

Skills
Strategic Planning, Life Insurance, People Development, Executive Management, Finance, Leadership, Sales, Employee Benefits, Financial Analysis, Retirement Planning, Training, Business Planning, Strategic Financial..., Financial Planning, New Business Development, Customer Service, Team Building, Marketing

Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Holly A Hardy Holly A Hardy Dallas, Texas Details
Holly A Hardy's New York Life Insurance Company Experience August 2010 - January 2015
Job Office Manager for Steven M. Stratton and Mark S. Stratton at New York Life Insurance Company
Industry Financial Services
Experience
Baylor All Saints Health Ctr  January 2015 - Present
New York Life Insurance Company   August 2010 - January 2015
St. Joseph Regional Health Center Bryan, TX   May 2007 - May 2010

Skills
Customer Service, Employee Benefits, Nursing, Translation, Management, Human Resources, Communication, Spanish Literature, Spanish-speaking, Payroll, Cpr Certified, BLS

Education
Texas Woman's University   2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse

Texas A&M University   2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature

Stephen Chesney Stephen Chesney Dallas/Fort Worth Area Details
Stephen Chesney's New York Life Insurance Company Experience February 2011 - September 2011
Job Guest Services Manager at Fort Worth Museum Science and History
Industry Nonprofit Organization Management
Experience
Fort Worth Museum Science and History  November 2011 - Present
New York Life Insurance Company   February 2011 - September 2011
Texas A&M University  September 2008 - October 2010

Skills
Guest Service Management, Inventory Management, Employee Training, Project Estimation, Customer Service, Print Estimating, Cash Handling Experience, Event Management, Call Centers, Event Planning, Sales, Social Media, Volunteer Management

Education
Texas A&M University   2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government

Rene Javier Loera (R.J.) Rene Javier Loera (R.J.) Kingsville, Texas Details
Rene Javier Loera (R.J.)'s New York Life Insurance Company Experience December 2007 - Present
Job New York Life Agent helping to protect families in South Texas
Industry Insurance
Experience
New York Life Insurance Company   December 2007 - Present

Skills
Retirement Planning, Term Life Insurance, Estate Planning, Annuity Sales, Licensed Life Insurance..., Asset Protection, Grandchild Gifting..., Licensed in Long Term..., Supplements to Employee..., Education Funding...

Education
Texas A&M University-Kingsville

Amanda Kochart Amanda Kochart San Antonio, Texas Area Details
Amanda Kochart's New York Life Insurance Company Experience May 2013 - September 2013
Job
Industry Human Resources
Experience
New York Life Insurance Company   May 2013 - September 2013
Brewco Marketing Group  March 2012 - March 2013
Extreme Marketing & Promotions  August 2012 - September 2012
Defense Commissary Agency  March 2008 - December 2011
Payless ShoeSource  December 2006 - March 2008

Skills
Interactive Marketing, Sales, Google Adwords, Microsoft Office, Brand Awareness, Brand Loyalty, Customer Service, Social Marketing, Social Networking, Social Media, Marketing, Public Relations, Advertising, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Facebook, Social Media Marketing, Brand Development, Marketing Strategy, Relationship Marketing, Close Attention to..., Adapting to New..., Written & Verbal..., Outstanding..., Highly responsible, Maintaining A Positive..., Google Docs, PowerPoint, Email Marketing, Marketing Research, Trade Shows, Time Management, Event Planning, Merchandising, Retail

Education
Texas State University-San Marcos   2008 — 2012
Bachelor of Business Administration (BBA), Marketing

Hannah Whitten Hannah Whitten Cookeville, Tennessee Details
Hannah Whitten's New York Life Insurance Company Experience January 2014 - May 2014
Job Social Media Coordinator and Writer
Industry Writing and Editing
Experience
GoFanbase   May 2014 - Present
New York Life Insurance Company   January 2014 - May 2014

Skills
Insurance, Social Media, Social Networking, Facebook, Social Media Marketing, Blogging, Creative Writing, Microsoft Office, Customer Service

Education
Tennessee Technological University   2010 — 2014
Bachelor of Arts (B.A.), Communication, General

H. Lee Thornton, III H. Lee Thornton, III Denison, Texas Details
H. Lee Thornton, III's New York Life Insurance Company Experience December 2009 - Present
Job Dedicated Financial Services Professional helping individuals and businesses protect and grow more of what they earn.
Industry Financial Services
Experience
New York Life Insurance Company   December 2009 - Present
NYLIFE Securities, L.L.C   December 2009 - Present
New York Life Insurance Company   December 2009 - Present
Teletrust, Inc.   August 2005 - December 2009
Denison ISD  August 1998 - August 2005
RotanMosle a subsidiary of PaineWebber purchased by UBS   September 1985 - April 1988
Paris Computer Systems   August 1982 - August 1985

Skills
Retirement, Investments, Retirement Planning, Insurance, Life Insurance, Small Business, Wealth Preservation..., Asset Protection, Licensed Life Insurance..., Thought Leadership, Protection..., Gifting Strategies, Multi-Generational..., Multi-Generational..., Succession Planning, Licensed in Long Term..., Communication, Multi-generational..., Protection..., Multi-generational..., Team Building, Public Speaking, Management, 401(k) Rollovers, IRAs, Annuity Sales, Education Funding..., Lifetime Income..., Long-Term Care Insurance, Legacy Planning, Financial Services, Licensed in Long-Term..., Term Life Insurance, Business Insurance...

Education
Texas A&M University   1978 — 1982
BA, Economics

The University of Texas at Arlington   1993 — 1997
MA, History & Education

Paris High School   1975 — 1978
Diploma

Matt Sanchez Matt Sanchez Freeport, Texas Details
Matt Sanchez's New York Life Insurance Company Experience October 2010 - February 2012
Job Craft Representative at Zachry Group
Industry Construction
Experience
Zachry Group  August 2015 - Present
Zachry Industrial, Inc.   May 2013 - August 2015
Zachry Industrial, Inc.   August 2012 - May 2013
New York Life Insurance Company   October 2010 - February 2012
University Exchange, LLC   October 2008 - July 2009
Eyemasters  May 2005 - August 2005
Soda Shoppe Cafe   February 2004 - August 2004

Skills
Budgets, Risk Management, Accounting, Finance, Leadership, Purchase Orders, Procurement Contracts, Communication Skills, Engineered Materials, Entrepreneurship, Financial Analysis, Strategic Planning, Logistics, Contract Management, Start-ups, Procurement, Project Management, Project Planning, Construction Management, Contract Negotiation, Microsoft Excel, Supervisory Skills, Microsoft Office

Education
The University of Texas at San Antonio   2007 — 2009
Bachelor of Business Administration, Management

Texas A&M University   2004 — 2006
Psychology/Business

Darryl Williams Ph.D (ABD) Darryl Williams Ph.D (ABD) Houston, Texas Area Details
Darryl Williams Ph.D (ABD)'s New York Life Insurance Company Experience March 2011 - 2013
Job Seeking online teaching opportunities in business and finance
Industry Higher Education
Experience
Houston ISD  November 2014 - Present
Army National Guard  November 2012 - Present
Yes You Can Fitness   April 2012 - Present
Army National Guard  December 2011 - Present
KIPP Houston Public Schools  June 2013 - November 2014
New York Life Insurance Company   March 2011 - 2013
Remington College  March 2010 - January 2011
Vacations to Go  November 2007 - March 2010
Primerica  March 2006 - March 2009

Skills
Excellent verbal..., Exudes excellent..., Strong communications..., Exceptional..., First-rate..., Investments, Leadership, Research, Public Speaking, Life Insurance, Customer Service, Securities, Analysis, Coaching, Event Management, Management Consulting, Finance, Recruiting, Training, Team Building, Portfolio Management, Staff Development, New Business Development, Business Strategy, Program Management, Risk Management, Higher Education, Negotiation, Team Leadership, Business Development, Data Analysis, Critical Thinking, Market Research, Strategy, Financial Services, Financial Analysis, Entrepreneurship, Microsoft Office, Project Planning, Management, Budgets, Fundraising, Economics, Leadership Development, Retirement, Community Outreach, Business Planning, Marketing, Policy, Sales

Education
Walden University   2009 — 2015
Ph.D in Management, Finance

University of Phoenix   2007 — 2009
MBA, Business Administration

Texas Southern University   2003 — 2005
Bachelors, Finance

humble high school
Diploma

Tami Ramzinski Tami Ramzinski San Antonio, Texas Area Details
Tami Ramzinski's New York Life Insurance Company Experience October 2011 - September 2015
Job Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
Ramzinski Investments & Insurance Services   October 2011 - Present
NYLIFE Securities LLC  2011 - Present
New York Life Insurance Company   October 2011 - September 2015
Floresville ISD  August 2002 - May 2010
Tami's Tumble Town   2008 - 2010

Skills
Retirement Planning, Life Insurance, Estate Planning, Business Planning, Fixed Annuities, 401k Rollovers, Education Funding..., Gifting Strategies, Long-Term Care Insurance, Wealth Transfer..., Supplements to Employee...

Education
Texas A&M University   1998 — 2002
Bachelor of Applied Science (BASc), Agricultural Economics

Floresville High School
Honors

Schreiner University   2002 — 2003
Master's Degree of Teaching, Teaching Certification

Jack Kong Jack Kong Greater Philadelphia Area Details
Jack Kong's New York Life Insurance Company Experience 1992 - 1998
Job Realtor at Philly Real Estate
Industry Marketing and Advertising
Experience
Philly Real Estate   March 2005 - Present
Sophisticated Marketing   February 2002 - Present
MetLife  July 1998 - January 2002
New York Life Insurance Company   1992 - 1998

Skills
Business Strategy, Management Consulting, Team Management, Start-ups, Marketing, Asset Management, Insurance, Entrepreneurship, Team Building, Contract Negotiation, Management, Negotiation, Microsoft Excel, Sourcing, New Business Development, Strategic Planning, Financial Analysis, International Business, Marketing Strategy, Public Relations, Product Management, Risk Management, Sales, Investments, Process Improvement, Business Development, Customer Service, Leadership

Education
St. Francis Xavier college H.K.

Temple University - Fox School of Business and Management

Kelly Schick Kelly Schick Chesapeake, Virginia Details
Kelly Schick's New York Life Insurance Company Experience August 2006 - June 2009
Job Marketing Rep
Industry Hospital & Health Care
Experience
Chesapeake Regional Imaging Centers/OIA LLC   June 2009 - Present
Hallmark Cards  April 2013 - October 2014
ANN INC.  August 2011 - January 2013
Allstate  February 2011 - October 2011
Diagnostic Health/CRIC   June 2009 - February 2011
New York Life Insurance Company   August 2006 - June 2009

Skills
Sales, Salesforce.com, Estate Planning, Health Insurance, Marketing, LUTCF, Liaison, Cold Calling, Small Business, Relationship Management, Customer Service, Event Planning, Marketing Strategy, New Business Development, Social Media

Education
Texas A&M University   1982 — 1986
BS, Health Education

Chandler Doi Le Chandler Doi Le Bala Cynwyd, Pennsylvania Details
Chandler Doi Le's New York Life Insurance Company Experience February 2003 - Present
Job Agent and Registered Rep. at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2003 - Present

Education
University of Phoenix   2010 — 2012
MSA

The American College   2004 — 2006
LUTCF

Temple University - Fox School of Business and Management   1998 — 2002
BBA, Accounting and Finance

Armand VanHeyningen Armand VanHeyningen Hendersonville, Tennessee Details
Armand VanHeyningen's New York Life Insurance Company Experience September 2011 - December 2012
Job Owner/CEO at AV Commercial Cleaning Solutions
Industry Commercial Real Estate
Experience
AV Commercial Cleaning Solutions   December 2012 - Present
New York Life Insurance Company   September 2011 - December 2012
Advanced Financial Services  January 2011 - February 2012
Fort Sill National Bank  January 2008 - December 2010

Skills
Sales, B2B, Loans, Banking, Strategic Financial..., Insurance, Life Insurance, Investments

Education
Tennessee State University   2010 — 2013
Bachelor's degree, Finance

University of Memphis   2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

Idrisa Abdul-Hamid Idrisa Abdul-Hamid Houston, Texas Details
Idrisa Abdul-Hamid's New York Life Insurance Company Experience May 2003 - 2005
Job Senior Manager at Houston ISD
Industry Education Management
Experience
Houston ISD  November 2014 - Present
Designed 2 Dance   January 2014 - Present
The Movement Lab   October 2013 - Present
Houston Metropolitan Dance Center   May 2013 - Present
Phoenix Rise Global Group, LLC (PRGG)   August 2012 - Present
Blink Rotate, LLC   August 2009 - Present
Royal Academy of Fine Arts   2013 - 2014
MetLife  January 2009 - August 2012
MetLife  August 2005 - January 2009
New York Life Insurance Company   May 2003 - 2005

Skills
Insurance, Employee Benefits, Underwriting, Sales, Account Management, Marketing, Sales Management, Customer Retention, Life Insurance, Financial Services, Management, CRM, Recruiting, Training, Marketing Strategy, Leadership, Teaching, Team Building, Public Speaking

Education
Drexel University, Goodwin College of Education   2011 — 2013
Master's of Science (MS), Global and International Education

Temple University - Fox School of Business and Management   1999 — 2004
Bachelor of Business Administration (BBA), Marketing

J. Scott Seay, RN, BSN, MHSM J. Scott Seay, RN, BSN, MHSM Washington, District Of Columbia Details
J. Scott Seay, RN, BSN, MHSM's New York Life Insurance Company Experience 1995 - 1998
Job Registered Nurse at INOVA Fairfax Hospital
Industry Hospital & Health Care
Experience
INOVA Fairfax Hospital  2007 - Present
Driscoll Children's Hospital  2005 - 2007
Austin Regional Clinic  1999 - 2002
Aetna  1998 - 1999
New York Life Insurance Company   1995 - 1998
US Army  1988 - 1993

Skills
Healthcare, Prevention, Emergency Medicine, PALS, Hospitals, Healthcare Management, ACLS, Strategic Planning, Process Improvement, Team Building, EMR, Patient Safety

Education
Texas A&M University-Corpus Christi   2003 — 2005
Bachelor of Science in Nursing

University of Mary Hardin-Baylor   1993 — 1995
Master of Health Services Management, Health/Health Care Administration/Management

United States Military Academy at West Point   1984 — 1988
BS- Engineering, Chemistry

Brett Wiggins Brett Wiggins San Antonio, Texas Area Details
Brett Wiggins's New York Life Insurance Company Experience February 2012 - May 2012
Job Agent at Family Heritage
Industry Outsourcing/Offshoring
Experience
Family Heritage  April 2012 - Present
New York Life Insurance Company   February 2012 - May 2012
The Rooster Group  April 2010 - November 2011
Golds Gym International  February 2004 - February 2005

Skills
Negotiation, Financial Planning, Retirement Planning, Customer Relations, Customer Service, Customer Satisfaction

Education
Texas A&M University-Kingsville   2007 — 2009
B.A.A.S, Business Administration

Palo Alto Community College   2006 — 2007
A.S, Agribusiness

John R. Dolliver John R. Dolliver Austin, Texas Area Details
John R. Dolliver's New York Life Insurance Company Experience May 2011 - July 2013
Job Registered Investment Advisor at ClearVista Financial
Industry Financial Services
Experience
ClearVista Financial   April 2014 - Present
Transamerica Financial Advisors, Inc.   July 2013 - Present
NYLIFE Securities LLC  September 2011 - July 2013
New York Life Insurance Company   May 2011 - July 2013
Mechanical Reps, Inc.   March 2002 - May 2011
Fox Service Company  1993 - 2002

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Securities, Insurance, Finance, Financial Planners, Financial Advisory

Education
Texas A&M University   1985 — 1989
BS, Agricultural Economics

Matt Nobles Matt Nobles Lascassas, Tennessee Details
Matt Nobles's New York Life Insurance Company Experience October 2010 - May 2011
Job Patient Accounting Analyst
Industry Information Technology and Services
Experience
MEDHOST  June 2014 - Present
Lawrence Glass Company   June 2011 - June 2014
New York Life Insurance Company   October 2010 - May 2011
The Rush Fitness Complex  August 2008 - September 2010

Skills
Sales, Personal Training, Health Insurance, Fitness Training, Fitness, Cpr Certified, Customer Service, Clinical Research, Strength Training, Nutrition, Wellness Coaching, Healthcare, Health Education, Athletics, CPR Certified, Wellness

Education
Tennessee Technological University   2003 — 2010
Bachelor of Science (B.S.), Exercise Physiology/ Biochemistry

Kyle Davie Kyle Davie Houston, Texas Details
Kyle Davie's New York Life Insurance Company Experience August 2010 - March 2012
Job Sales OmniGear
Industry Mechanical or Industrial Engineering
Experience
OmniGear   January 2015 - Present
Martin Sprocket & Gear  March 2012 - January 2015
New York Life Insurance Company   August 2010 - March 2012
Johnston Legal Group  August 2008 - August 2010

Skills
Sales, Project Management, Quality Management, Estimating, Project Estimation, Customer Service, Sales Process, Management, Purchasing, Inventory Management, Microsoft Office, Marketing, Account Management, Pricing, Sales Operations, Negotiation, New Business Development, Public Relations, Sales Management

Education
Texas Christian University   2004 — 2008
Bachelor's degree, Marketing

Ian Arellano Ian Arellano Austin, Texas Details
Ian Arellano's New York Life Insurance Company Experience June 2012 - September 2013
Job Representative Retirement Participant Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  November 2013 - Present
New York Life Insurance Company   June 2012 - September 2013
Best Buy  August 2011 - July 2012

Education
Texas State University-San Marcos   2008 — 2011
Bachelors in Political Science, Liberal Arts and Sciences

James Bowie High School   2002 — 2006

Lori Ragsdale Lori Ragsdale Corpus Christi, Texas Area Details
Lori Ragsdale's New York Life Insurance Company Experience April 2010 - October 2011
Job Staff Manager at Western & Southern Life
Industry Insurance
Experience
Western & Southern Life  February 2015 - Present
Farmers Insurance  September 2011 - January 2015
New York Life Insurance Company   April 2010 - October 2011
BRISTOL-MYERS SQUIBB COMPANY  March 2002 - October 2009
Bristol-Myers Squibb  February 2000 - October 2009
Bristol-Myers Squibb  February 2000 - March 2002
INNOVEX / SOLVAY PHARMACEUTICALS   March 1999 - February 2000
BORON LEPORE AND ASSOCIATES / DJ PHARMA   August 1998 - March 1999

Education
Texas Christian University
B.S, Education

Catherine Flynt Catherine Flynt Austin, Texas Details
Catherine Flynt's New York Life Insurance Company Experience 2008 - 2008
Job Part Sales Representative at SEMES America, Inc.
Industry Semiconductors
Experience
SEMES   February 2012 - Present
Brinker International  February 2010 - February 2012
JPMorgan Chase  January 2009 - December 2009
New York Life Insurance Company   2008 - 2008

Skills
Customer Service, Communication, Problem Solving, Organization, Teamwork, Multi Tasking, Inventory Control, Event Planning

Education
Texas A&M University   2004 — 2008
Bachelor of Arts (B.A.), Mathematics

Artermise Cyphers Artermise Cyphers Austin, Texas Area Details
Artermise Cyphers's New York Life Insurance Company Experience June 2013 - April 2014
Job 7th Grade ELA Teacher at Wallace Middle School
Industry Primary/Secondary Education
Experience
Hays CISD  August 2014 - Present
New York Life Insurance Company   June 2013 - April 2014
New York Life, Long-Term Care Division   June 2009 - June 2013
New York Life Long-Term Care  June 2007 - June 2009

Education
Region 13 Education Services Center   2014 — 2015
117 ELA&R (4-8), 111 GEN (4-8), and 154 ESL, Secondary Education and Teaching, 4-8

Texas Lutheran
Bachelor of Arts, Psychology

Eddie L. Garcia, MBA, CLU Eddie L. Garcia, MBA, CLU Corpus Christi, Texas Area Details
Eddie L. Garcia, MBA, CLU's New York Life Insurance Company Experience September 1990 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   September 1990 - Present
E L Garcia Insurance Associates   September 1995 - Present
G&G Glass Company   July 1979 - August 1990
Magee Glass Company   April 1978 - June 1979
Union Carbide Corp  March 1975 - April 1978
Corning/Components Inc.   April 1974 - February 1975
US Navy  October 1970 - December 1973

Skills
Insurance, Retirement, Retirement Planning, Financial Services, Fixed Annuities, Securities, Estate Planning, Finance, Strategic Planning, Disability Insurance, IRAs, Term Life Insurance, Long Term Care Insurance, Long-term Care, Life Insurance, Universal Life, Tax, Health Insurance, Employee Benefits, Investments, Succession Planning, Key Person Insurance, Whole Life, 401k Rollovers, 401k, Mutual Funds, Risk Management, Annuities, Annuity

Education
The American College
Chartered Life Underwriter

Pan American University
Master’s Degree in Business Administration

Texas A&M University   1966 — 1970
BS Electrical Engineering, Engineering

Macro Asset Perspective® Certified

Abel Guillen Abel Guillen Dallas/Fort Worth Area Details
Abel Guillen's New York Life Insurance Company Experience April 2013 - Present
Job Customer Service Representative, New York Life
Industry Marketing and Advertising
Experience
New York Life Insurance Company   April 2013 - Present
Legacy Fighting Championships   January 2013 - Present
North Texas Boxing   July 2011 - Present
Bank of America  October 2011 - April 2013

Skills
Marketing Strategy, Marketing, Social Media Marketing, Advertising, Online Marketing, Online Advertising, New Business Development, Social Media, Sales, Public Relations, Digital Marketing, Email Marketing, Strategic Planning, Marketing Communications, Account Management, Event Planning, Leadership, Facebook, Social Networking

Education
Texas A&M University   1995 — 2000
Bachelor of Arts (BA), Communication, Journalism, and Related Programs

William Fraser William Fraser Greater Philadelphia Area Details
William Fraser's New York Life Insurance Company Experience May 2012 - July 2013
Job U.S. Asset Management Distribution at SEI
Industry Financial Services
Experience
SEI  June 2015 - Present
SEI  February 2014 - Present
State Farm  August 2013 - February 2014
New York Life Insurance Company   May 2012 - July 2013
Citi  July 2011 - August 2011

Skills
General Securities..., Series 7, Series 63, Analysis, Research, Public Speaking, Customer Service, Microsoft Word, Sales, Sales Process, Customer Acquisition, Relationship Management, Building Relationships, Problem Solving, Teamwork, MS Office, Access,..., Cash Flow, Organization, Business Process, Continuing Education

Education
Temple University - Fox School of Business and Management   2014 — 2017
Master of Business Administration (MBA), Finance

West Virginia University   2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.4

Cy Winkenhofer Cy Winkenhofer Austin, Texas Area Details
Cy Winkenhofer's New York Life Insurance Company Experience November 2008 - May 2010
Job Helping companies embrace the softwaredefined data center @ VMware
Industry Information Technology and Services
Experience
VMware  August 2015 - Present
Insight  May 2014 - August 2015
Dell  May 2010 - December 2013
New York Life Insurance Company   November 2008 - May 2010
US Army  August 1999 - August 2003
US Army  August 1999 - August 2003

Skills
Virtualization, Storage, Sales, Team Leadership, Enterprise Software, Sales Process, Enterprise Architecture, Managed Services, Selling, Cloud Computing, Lead Generation, Servers, Storage Area Networks, Channel Partners, Security, Business Development, Professional Services, Networking, CRM, Sales Presentations, Demand Generation, Strategic Partnerships, Sales Operations, Partner Management, Product Management, Management, Leadership, Account Management, Salesforce.com, Solution Selling, SaaS, Direct Sales, Sales Management

Education
Texas State University-San Marcos   2003 — 2008
History

Jerene Makia Jerene Makia Greater New York City Area Details
Jerene Makia's New York Life Insurance Company Experience January 2010 - May 2010
Job Senior Financial Analyst at York Risk Services Group
Industry Financial Services
Experience
York Risk Services Group  July 2014 - Present
iProspect, a Dentsu Aegis Network Company   February 2012 - July 2014
Windstream Communications  June 2010 - February 2012
New York Life Insurance Company   January 2010 - May 2010
Target  May 2008 - May 2010

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Access, Customer Service, Management, Strategic Planning, Data Analysis, Team Leadership, Leadership, Account Management, PowerPoint, Sales, Training, Public Speaking, Microsoft Word, Social Media, Online Marketing, Web Design

Education
Texas A&M University-Commerce   2013 — 2014
MBA, Finance and Financial Management Services, 3.5

University of Central Arkansas   2006 — 2010
Bachelor of Business Administration (BBA), Finance, 3.65

Dustin Holladay Dustin Holladay Tyler, Texas Area Details
Dustin Holladay's New York Life Insurance Company Experience October 2009 - June 2011
Job Player at East Texas Wranglers Indoor Football Team
Industry Insurance
Experience
Texas Farm Bureau Insurance Companies  July 2011 - Present
East Texas Wranglers Indoor Football Team   March 2011 - Present
New York Life Insurance Company   October 2009 - June 2011
Building Services Group Ltd   September 2006 - August 2009
Group 1 Automotive  February 2004 - May 2006
AutoNation  1996 - 2003

Skills
Retirement Planning, Estate Planning, Long Term Care

Education
West Texas A&M University   1987 — 1990
Business/Finance

Texas A&M University

Ryan Hatton Ryan Hatton Corpus Christi, Texas Area Details
Ryan Hatton's New York Life Insurance Company Experience May 2010 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   May 2010 - Present

Skills
Fixed Annuities, IRAs, Insurance, Life Insurance, Long-term Care, Retirement, Retirement Planning, Long-Term Care Insurance, Education Funding..., Supplements to Employee...

Education
Texas A&M University-Corpus Christi   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Jules Frapart Jules Frapart Brownsville, Texas Area Details
Jules Frapart's New York Life Insurance Company Experience July 2012 - Present
Job
Industry Insurance
Experience
Brownsville Independent School District:  January 2014 - Present
New York Life Insurance Company   July 2012 - Present
Desperado Harley-Davidson   February 2013 - June 2015
Motorcycle Safety Foundation  October 2012 - June 2015
Brownsville Independent School District  October 2012 - December 2013
Los Fresnos Consolidated School District   January 2013 - October 2013
New York Life Insurance Company   June 2011 - July 2012
Aflac  March 2010 - June 2011
BookBee   January 2004 - September 2010
Texas Book Company- UTB-TSC Bookstore   August 1995 - October 2003

Skills
Public Speaking, Public Relations, Customer Relations, Insurance, Microsoft Office, MSF RiderCoach, Team Building, Leadership, Training, Customer Service, PowerPoint, Marketing, Strategic Planning, Coaching, Teaching, Sales, Nonprofits, Event Planning, Budgets, Leadership Development, Microsoft Word, Fundraising, Negotiation, Policy, Research, Community Outreach, Microsoft Excel

Education
A-STEP   2013 — 2013
Alternative Certification, Teacher Education and Professional Development, Specific Subject Areas, 4-8, 8-12

Harley-Davidson RidersEdge   2013 — 2013
Certificate, RiderCoach

Texas Department of Public Safety   2012 — 2012
Certificate, RiderCoach

University of Texas at Brownsville   1994 — 1996
BA, History

The University of Texas at Austin   1970 — 1973
Business Administration and Management, General

Brownsville High School   1968 — 1970
Diploma

St. Joseph's Academy   1964 — 1968

Texas Southmost College
Anthropology

James F. Scober James F. Scober Greater Philadelphia Area Details
James F. Scober's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2014 - Present
The Hartford  November 2009 - September 2013
Electronic Data Systems  1995 - 2009

Skills
Life Insurance, Succession Planning, Financial Planning, Long Term Care Insurance, Small Business, Strategic Planning, Fixed Annuities, Retirement Planning, Business Planning, Small Business Server, Term Life Insurance, Public Speaking, Project Management, Customer Service, Insurance

Education
The Cittone Institute   2001 — 2002
Computer Programming/Programmer, General

Temple University - Fox School of Business and Management
Business, Management, Marketing, and Related Support Services

Michael Hutter Michael Hutter Dallas/Fort Worth Area Details
Michael Hutter's New York Life Insurance Company Experience June 2012 - December 2013
Job Group Account Representative with Mutual of America
Industry Financial Services
Experience
Mutual of America  June 2015 - Present
Armor Wealth Management  January 2014 - June 2015
New York Life Insurance Company   June 2012 - December 2013
FC Dallas  August 2011 - May 2012
Brazos Valley Bombers  August 2009 - December 2009

Education
Texas A&M University   2007 — 2011
Sport Management, Minors: Business, International Cultural and Diversity

Phil Esquivel Jr. Phil Esquivel Jr. Kingsville, Texas Details
Phil Esquivel Jr.'s New York Life Insurance Company Experience June 1987 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 1987 - Present

Skills
Insurance, Life Insurance, Retirement, Disability Insurance, Term Life Insurance, Retirement Planning, Finance, Estate Planning, Long Term Care Insurance, Health Insurance, Licensed Life Insurance..., Wealth Preservation..., Annuity Sales, Asset Protection, Legacies, Succession Planning, 401(k) Rollovers, Protection Planning/..., Small Business

Education
Texas A&M University-Kingsville   1983 — 1987
Bachelor of Business Administration (BBA)

Andrew Schiro, III Andrew Schiro, III Houston, Texas Details
Andrew Schiro, III's New York Life Insurance Company Experience 2003 - 2010
Job President of Financial Planning Vere Global Private Asset Management
Industry Financial Services
Experience
Vere Global   February 2014 - Present
MassMutual Financial Group  July 2011 - February 2013
HMB Stonebridge   2010 - 2011
New York Life Insurance Company   2003 - 2010

Skills
Investments, Analysis, Series 63, Wealth Management, Finance, Financial Services, Strategic Financial..., Series 7, Securities, Management, Business Continuity..., Investment Advisory, Employee Benefits, Fixed Annuities, Mutual Funds, Investment Advisory..., Business Development, Retirement, Portfolio Management, Asset Management, Asset Allocation, Networking, Investment Strategies, Retirement Planning

Education
Southwest Texas State University   1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Melissa Juarez Melissa Juarez Corpus Christi, Texas Details
Melissa Juarez's New York Life Insurance Company Experience December 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2010 - Present

Skills
Company/Group Benefits, 401k Rollovers, Tax Free Income, College Savings Plans, Guaranteed Lifetime..., Permanent Life Insurance, Life & Health Insurance..., Spanish-speaking

Education
Texas A&M University-Kingsville   2001 — 2004

Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Accounting

Becky L. Garcia Becky L. Garcia Corpus Christi, Texas Area Details
Becky L. Garcia's New York Life Insurance Company Experience July 2012 - Present
Job
Industry Insurance
Experience
NYLIFE Securities  September 2013 - Present
New York Life Insurance Company   July 2012 - Present
Texas A&M International University  October 2009 - June 2012
Texas A&M International University  March 2007 - December 2009
LaredoCalendar.com   May 2006 - March 2007
New York Life Insurance Company/NYLIFE Securities   November 2004 - May 2006
E. L. Garcia Insurance Associates   August 2002 - November 2004
Fox Sports Radio/Clear Channel Dallas   July 2001 - August 2002
IBM  January 1999 - June 2001

Skills
Employee Benefits, Insurance, Licensed Life Insurance..., Licensed in Long-Term..., Management, Grant Writing, Retirement, Investments, Asset Protection, Leadership Development, Marketing, Program Management, Retirement Planning, Gifting Strategies, Small Business, Annuity Sales, 401k Rollovers, Key Person Protection, Time Management, Spanish, Strategic Planning, Leadership, Protection..., Public Speaking, Thought Leadership, Public Relations, Nonprofits, CRM, Advertising, Event Planning, Sales, Life Insurance, Grants, Training

Education
Texas A&M International University   2007 — 2010
Masters

Dale Carnegie Training   2004 — 2004
Effective Communications & Human Relations/Skills for Success

Leadership Corpus Christi   2003 — 2004
Class 32

Texas A&M University   1994 — 1998
BBA

W B Ray High School   1990 — 1994

Windsor Park Elementary

W. Justin Poynter W. Justin Poynter Dallas/Fort Worth Area Details
W. Justin Poynter's New York Life Insurance Company Experience May 2007 - May 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  July 2012 - Present
Morgan Stanley Smith Barney  May 2011 - November 2012
New York Life Insurance Company   May 2007 - May 2011

Education
Texas Christian University - M.J. Neeley School of Business   2001 — 2006
BBA, Marketing and Entrepreneurial Management

Brian Z Morgan Brian Z Morgan Tampa/St. Petersburg, Florida Area Details
Brian Z Morgan's New York Life Insurance Company Experience June 2013 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2013 - Present
IBM  June 2010 - July 2012
Shupper-Brickle Equipment Co.   April 2006 - August 2007

Skills
Microsoft Office, Access, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, MS Project, Outlook, Program Management, Change Management, Strategic Planning, Project Management, Team Building, Management

Education
DeVry University   2009 — 2012
BA, Business Information Systems

Temple University - Fox School of Business and Management   2007 — 2009
Finance

Teresa Bastian Kneale Teresa Bastian Kneale Orange County, California Area Details
Teresa Bastian Kneale's New York Life Insurance Company Experience July 2010 - January 2013
Job Account Executive at UPS Supply Chain Solutions
Industry Logistics and Supply Chain
Experience
UPS Supply Chain Solutions  March 2013 - Present
New York Life Insurance Company   July 2010 - January 2013
FedEx  July 1996 - January 2009
Campbell Soup Company  March 1985 - March 1995

Skills
Sales, New Business Development, Contract Negotiation, Freight Forwarding, Air Freight, Ocean Freight, Customs Brokerage, Supply Chain Management, Operations Management, Supply Chain, Team Building, Account Management, Customer Service, Logistics, Management, Marketing, Strategic Planning

Education
Texas Christian University
BA, Fashion, Marketing

April Tardy April Tardy Dallas/Fort Worth Area Details
April Tardy's New York Life Insurance Company Experience December 2008 - Present
Job Financial Sevices Professional
Industry Financial Services
Experience
New York Life Insurance Company   December 2008 - Present
ACN  March 2008 - April 2013
Independent Capital Management  February 2003 - December 2008
Texas Instruments  May 1997 - October 2002

Skills
Sales, Account Management, New Business Development, Insurance, Business Development, Strategic Planning, Sales Management, Marketing, Business Planning, Cross-functional Team..., Leadership, Management, Investments, Team Leadership, Marketing Strategy

Education
Texas A&M University   1994 — 1999
BS, Physics

Texas A&M University   1994 — 1999
BBA, Business--Marketing

Arts Magnet   1990 — 1994

Booker T. Washington   1990 — 1994
High School, Theatre

KB Polk

Landmark

Hayley Shalley Hayley Shalley Houston, Texas Area Details
Hayley Shalley's New York Life Insurance Company Experience June 2008 - October 2012
Job Executive Secretary at San Antonio A&M Club and Foundation
Industry Financial Services
Experience
San Antonio A&M Club and Foundation   August 2013 - Present
Ascende  October 2012 - July 2013
New York Life Insurance Company   June 2008 - October 2012
Southern Methodist University  May 2006 - July 2008
Southern Methodist University  January 2006 - May 2006
12th Man Foundation  January 2004 - January 2006

Skills
Sports, Retirement Planning, Fundraising, Customer Service, Sales, Fixed Annuities, Sports Management, Life Insurance, Event Planning, Long-term Care, Sports Marketing, Event Management, Leadership, Recruiting, Insurance

Education
Texas A&M University   2002 — 2006
BS, Sport Management

Kathy Renick-Bell Kathy Renick-Bell Tyler, Texas Area Details
Kathy Renick-Bell's New York Life Insurance Company Experience November 2008 - Present
Job Agent at New York Life Insurance Company
Industry Photography
Experience
New York Life Insurance Company   November 2008 - Present
New York Life Long-Term Care  2008 - Present
Kathy Renick-Bell Photography   1992 - Present

Skills
Retirement Planning

Education
Texas State University   1976 — 1978

Natalia Chaves Natalia Chaves Corpus Christi, Texas Details
Natalia Chaves's New York Life Insurance Company Experience June 2015 - Present
Job Recruiting Assistant at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company   June 2015 - Present
Coastal Bend Business Innovation Center  June 2014 - July 2015
Coastal Bend Business Innovation Center  October 2013 - June 2014
Coastal Bend Business Innovation Center - TAMUCC   August 2013 - October 2013
Texas A&M University-Corpus Christi  January 2012 - October 2013
Texas A&M University-Corpus Christi  September 2012 - September 2013

Skills
Microsoft Word, Microsoft Office, Research, Teamwork, Data Analysis, Microsoft Excel, Public Speaking, PowerPoint, Customer Service, Time Management, Event Planning, Management, Social Networking, Spanish, Strategic Planning

Education
Texas A&M University-Corpus Christi   2014 — 2015
Master of Business Administration (M.B.A.), 4.0 GPA

Texas A&M University-Corpus Christi   2010 — 2014
Bachelor's Degree, Management, Summa Cum Laude - 3.9/4.0

Lauren De La Garza, MBA Lauren De La Garza, MBA Corpus Christi, Texas Details
Lauren De La Garza, MBA's New York Life Insurance Company Experience March 2010 - April 2011
Job Category Manager at Sunoco Stripes Convenience Stores
Industry Retail
Experience
Stripes Convenience Stores  May 2011 - Present
New York Life Insurance Company   March 2010 - April 2011

Skills
Retail, Microsoft Office, Marketing, Merchandising, Negotiation, Leadership, Sales Management, Strategic Planning, Customer Service, Sales

Education
Texas A&M University-Corpus Christi   2010 — 2011
Master of Business Administration (M.B.A.)

Texas A&M University-Corpus Christi   2007 — 2009
Bachelor of Business Administration (B.B.A.), Marketing

RaShonna Russaw RaShonna Russaw Nashville, Tennessee Details
RaShonna Russaw's New York Life Insurance Company Experience December 2011 - January 2012
Job Customer Service Specialist at Franke
Industry Marketing and Advertising
Experience
Franke  July 2012 - Present
New York Life Insurance Company   December 2011 - January 2012
TEKsystems  February 2011 - November 2011

Skills
Recruiting, Customer Service, Account Management, Sales, Leadership, Applicant Tracking..., Process Improvement, Marketing, PBS

Education
Tennessee State University   2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General

Lincoln High School   2001 — 2005
Diploma

Clay Oliver Clay Oliver San Antonio, Texas Details
Clay Oliver's New York Life Insurance Company Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company   September 2015 - Present

Skills
Financial Services, Insurance, Investments, Small Business, Retirement Planning

Education
Texas State University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

San Antonio Christian Schools   2001 — 2005

Liza Davydova Liza Davydova Austin, Texas Area Details
Liza Davydova's New York Life Insurance Company Experience January 2015 - May 2015
Job Recent graduate of Texas State University seeking a fulltime position
Industry Marketing and Advertising
Experience
YETI Coolers  August 2015 - Present
New York Life Insurance Company   January 2015 - May 2015

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Leadership

Education
Texas State University   2011 — 2015
Bachelor’s Degree, Advertising

High School for Performing and Visual Arts   2007 — 2011
High School, Dance

Kirsten Goudeau Kirsten Goudeau Greater Los Angeles Area Details
Kirsten Goudeau's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2015 - Present

Skills
Social Networking, Public Speaking, Marketing, Social Media, Team Building, Customer Service, Sales, Leadership, Online Advertising, Small Business, Financial Analysis, Financial Planning, Blogger, Blogging, Facebook, Online Marketing, Social Media Marketing, Video, Web Marketing

Education
Tennessee State University
Sociology

Anastasia Sullinger Anastasia Sullinger Round Rock, Texas Details
Anastasia Sullinger's New York Life Insurance Company Experience March 2014 - December 2014
Job Claims Actuarial Support at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   March 2014 - December 2014
New York Life via Belcan   December 2013 - March 2014
First Baptist Church Round Rock   August 2012 - December 2013
Pflugerville ISD  February 2012 - June 2012
Farmers Insurance  August 2010 - December 2010
Gregory-Portland ISD  August 2007 - May 2010
Del Mar College  August 2004 - December 2008
Texas A&M University  September 2005 - March 2006

Skills
Microsoft Excel, Communication, Problem Solving, C++, Analysis, PowerPoint, Microsoft Word, Statistics, Higher Education, Mathematics Education, Teaching, Public Speaking, Curriculum Design, Data Analysis, Research, Program Management

Education
Texas A&M University-Corpus Christi   2003 — 2006
BS, Mathematics, 3.72 GPA

Erik Engh Erik Engh Austin, Texas Details
Erik Engh's New York Life Insurance Company Experience March 2013 - Present
Job Agent at New York Life Insurance Company
Industry Renewables & Environment
Experience
NYLIFE Securities LLC  July 2013 - Present
New York Life Insurance Company   March 2013 - Present
Net Positive   May 2012 - January 2013

Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Business Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, Wealth Preservation..., Key Person Insurance, Financial Services, Account Management, Disability Insurance, Life Insurance, Sales, Customer Service, Financial Planning

Education
Texas State University-San Marcos   2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General

Chris Coyer Chris Coyer Washington D.C. Metro Area Details
Chris Coyer's New York Life Insurance Company Experience May 2015 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company   May 2015 - Present
Fairfax County Public Schools  September 2014 - April 2015

Education
Temple University - Fox School of Business and Management   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Michele Guzman Michele Guzman Corpus Christi, Texas Details
Michele Guzman's New York Life Insurance Company Experience April 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2015 - Present
Coastal Deli   September 2003 - April 2015

Skills
Marketing, Computer-savvy, Manageability, Multi-tasked, Goal Oriented, Leadership

Education
Texas A&M University-Corpus Christi   2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing

Joshua L. Wathen Joshua L. Wathen New Braunfels, Texas Details
Joshua L. Wathen's New York Life Insurance Company Experience December 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   December 2014 - Present
Ally Financial Inc.  December 2013 - December 2014
State Farm  December 2011 - December 2013
Ally Financial Inc.  December 2008 - December 2011

Skills
Management, Sales, Leadership, Coaching, Business Development, Leadership Development, Sales Management, Direct Sales, Sales Process, Sales Operations, Retirement, Training, New Business Development, Team Building, 401k Rollovers, Financial Services, Life & Health Insurance...

Education
Texas State University   1994 — 1999

AC Jones

Dave Odom Dave Odom Columbus, Ohio Area Details
Dave Odom's New York Life Insurance Company Experience February 2014 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2014 - Present
New York Life Insurance Company   September 2012 - January 2014
New York Life Insurance Company   June 2004 - September 2012
New York Life Insurance Company   September 2003 - June 2004
New York Life Insurance Company   May 2001 - September 2003
AXA Advisors  August 1996 - May 2001

Education
Texas A&M University   1976 — 1980

David Idokogi David Idokogi Greater Philadelphia Area Details
David Idokogi's New York Life Insurance Company Experience May 2013 - July 2013
Job Veterans Employment and Training at U.S. Department of Labor
Industry Investment Management
Experience
U.S. Department of Labor   October 2014 - Present
United States Air Force  June 2010 - Present
Docucare Inc.   2012 - 2014
New York Life Insurance Company   May 2013 - July 2013
Docucare Inc.   2009 - 2012
United States Department of Defense  June 2009 - January 2010

Skills
Microsoft Office, PowerPoint, Security Clearance, Leadership, Analysis, Team Leadership, Government, Training, Management, Team Building, Leadership Development, Project Management, Risk Management, Microsoft Excel

Education
Widener University School of Law   2015 — 2015
Jurist Academy, Pre-Law Studies

Temple University - Fox School of Business and Management   2009 — 2015
Bachelor’s Degree, Economics

Adrienne Montgomery Adrienne Montgomery Lubbock, Texas Details
Adrienne Montgomery's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC  March 2015 - Present
New York Life Insurance Company   December 2014 - Present
Bob Mills Furniture  February 2013 - January 2015
The Buckle, Inc.   October 2012 - February 2013

Skills
401k Rollovers, Life Insurance, Annuity Sales, Business Planning, Income Protection, LGBT Planning, Grandchild Gifting, Retirement Planning, Personal Finance, Protection Planning, Communication, Marketing, Networking, Sales, Relationship Management, Business Development

Education
Texas A&M University-Commerce
Business

Braden Howell Braden Howell Dallas/Fort Worth Area Details
Braden Howell's New York Life Insurance Company Experience August 2006 - Present
Job Our Mission, Our Vision, Our Calling, Is Serving You.
Industry Financial Services
Experience
Bethel Financial Group, LLC   August 2015 - Present
Eagle Strategies LLC  July 2014 - Present
New York Life Insurance Company   August 2006 - Present
NYLIFE Securities LLC  August 2006 - Present

Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Investments, Insurance, Long Term Care Insurance, Long-term Care, Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Income Protection, Wealth Accumulation, Small Business, Long Term Care, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Succession Planning, Retirement Income..., 401(k) Rollovers, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Personal Finance, Problem Solving, Public Speaking, Wealth Transfer..., Workshop Facilitation, Key Person Insurance

Education
Texas Christian University   1999 — 2004
Bachelor of Science, Journalism

Greenhill School   1986 — 1999

Brian Cloud, MS, CFP® Brian Cloud, MS, CFP® Dallas/Fort Worth Area Details
Brian Cloud, MS, CFP®'s New York Life Insurance Company Experience October 2009 - March 2010
Job Senior Financial Planner at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors  May 2012 - Present
EDRS   April 2010 - May 2012
Seattle Mariners  June 2009 - June 2010
New York Life Insurance Company   October 2009 - March 2010

Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Asset Managment, Financial Independence..., Risk Analysis, MLB Players Association..., NFL Players Association..., Investment Management, Investments, Finance, Investment Advisory, Risk Management, Management, Financial Analysis, Portfolio Management, Personal Financial..., Due Diligence

Education
Texas Tech University   2009 — 2012
Masters of Science, Personal Financial Planning

Texas Tech University   2004 — 2009
BBA, Business Management / General Business

Tracy Brown Tracy Brown Greater New York City Area Details
Tracy Brown's New York Life Insurance Company Experience April 2015 - Present
Job Registered Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC  April 2015 - Present
New York Life Insurance Company   April 2015 - Present
Lone Reed   July 2014 - Present
Higginbotham & Associates  July 1996 - January 2015
Madison Benefits Group, Inc.   June 1996 - January 2015

Skills
Marketing, Sales, Strategic Planning, Public Relations, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Brokers, New Business Development, Social Networking, Sales Management, Leadership, Management, Social Media Marketing, Social Media, Public Speaking, Healthcare, Marketing Communications, Advertising, Event Management, Microsoft Office, Marketing Strategy, Event Planning, Contract Negotiation, Term Life Insurance, Commercial Insurance, Team Building, Project Management, Microsoft Excel, Benefits Administration, Customer Service, Account Management, Life Insurance

Education
Texas A&M University   1981 — 1985
Marketing

Plano High School   1978 — 1979

Marco T. Perez Marco T. Perez Mcallen, Texas Details
Marco T. Perez's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company   May 2012 - Present

Skills
Customer Service, Recruiting, Life Insurance, Investments, Financial Planning, Retirement Planning, College Funding..., Sales, Variable Annuities, Variable Life, Fixed Annuities, Mutual Funds, Asset Management, Leadership, Marketing, Finance, Social Media, Banking, Insurance

Education
Texas A&M University   1996 — 2001
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Mission High School   1992 — 1996

Jesse Carranco Jesse Carranco San Antonio, Texas Details
Jesse Carranco's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   March 2015 - Present

Skills
Sales Management, Sales, Account Management, Project Planning, Microsoft Excel, Operations Management, Key Account Management, Purchasing, Outlook, Customer Service, Budgets, Procurement, Marketing, Sales Operations, Inventory Management, Team Management, Contract Negotiation, New Business Development, Negotiation, Insurance, Financial Analysis, Financial Planning, Risk Management, Business Planning, Business Strategy, Leadership, Project Management, Program Management

Education
Texas A&M University   1995 — 1999
Kinesiology, Sports Management

Texas A&M University   1995 — 1999
Bachelor's degree, Sports Management

Rachael Tanner Rachael Tanner Austin, Texas Area Details
Rachael Tanner's New York Life Insurance Company Experience June 2015 - Present
Job Internal Recruiter at New York Life Insurance Company
Industry Public Relations and Communications
Experience
New York Life Insurance Company   June 2015 - Present
Silverleaf Resorts  April 2014 - Present
The Christian Gifts Outlet   January 2014 - May 2014
City of Coppell  May 2012 - August 2013
Pump It Up of Coppell, Tx   November 2009 - January 2011

Skills
Interpersonal..., Sales, Recruiting, Leadership, Social Media, Social Networking, Marketing, Lead Generation, Customer Service, Microsoft Office, Time Management, Community Outreach, Event Planning, Critical Thinking, PowerPoint, Direct Sales, Teamwork

Education
Texas State University
Bachelor of Fine Arts (B.F.A.), Communication, General

Amanda Reed Amanda Reed Dallas/Fort Worth Area Details
Amanda Reed's New York Life Insurance Company Experience July 2009 - July 2010
Job Learning & Development Manager
Industry Human Resources
Experience
Overhead Door Corporation  February 2013 - Present
ReachLocal  July 2010 - December 2012
New York Life Insurance Company   July 2009 - July 2010
TelaDoc  May 2007 - April 2009
Blinn College  July 2005 - May 2007
Texas A&M University  September 2003 - January 2007
AgriLogic   January 2001 - August 2003

Skills
Captivate, Camtasia, Articulate, Marketing Communications, Training Manuals, Instructional Design, E-Learning, Training Delivery, Training, Needs Analysis, Curriculum Development, Technical Writing, Program Management, Software Documentation, Employee Training, Management, CRM, Project Management, Adult Education, Strategic Planning, Onboarding, Strategy, Learning Management, Instructor-led Training, Leadership Development, Blended Learning, Leadership, Creative Writing, Client Relations

Education
Texas A&M University   2003 — 2005
MA, English

Texas A&M University   1996 — 2000
BS, AgriBusiness

Texas A&M University   1996 — 2000
B.S., AgriBusiness

Cy-Fair High School   1992 — 1996

Amani Murph, MBA Amani Murph, MBA Greater Nashville Area Details
Amani Murph, MBA's New York Life Insurance Company Experience March 2010 - July 2011
Job Financial Advisor helping people making smart decisions with their money.
Industry Financial Services
Experience
AIG Financial Network  October 2014 - Present
Jackson National Life  July 2011 - September 2014
Rejoice Ministries   September 2007 - September 2011
New York Life Insurance Company   March 2010 - July 2011
Method58   August 2006 - January 2010
The Juice Bar   August 2006 - December 2009
Stifel Financial Corp.  August 2007 - February 2008
Merrill Lynch Pierce & Fenner   April 2006 - October 2006
The Red Carpet Lounge/The Six One Five   January 2004 - June 2005

Skills
Sales, Mutual Funds, Project Planning, Finance, Marketing, Time Management, Retirement, Fixed Annuities, Financial Services, Series 7, Securities, Alternative Investments, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Consulting, Strategic Planning, Salesforce.com, Investments, Series 63, Retirement Planning, Team Building, Sales Management, Microsoft Excel, Business Development, Management, Marketing Strategy, Advertising, Microsoft Office, Small Business, Public Speaking, Series 6, Cold Calling

Education
Tennessee State University   2003 — 2005
MBA, Marketing and Management

Tennessee State University   1997 — 2003
BS, Political Science

Chukwudi Egbuonu Chukwudi Egbuonu Houston, Texas Details
Chukwudi Egbuonu's New York Life Insurance Company Experience May 2008 - April 2011
Job Labor & Employment Attorney
Industry Law Practice
Experience
Law Office of Watts & Associates   June 2012 - November 2013
United States District Court for the Southern District of Texas  January 2013 - May 2013
National Black Law Students Association  March 2012 - March 2013
Professor Walter Champion   August 2012 - December 2012
Harris County Attorney Vince Ryan's Office  August 2011 - November 2011
New York Life Insurance Company   May 2008 - April 2011

Skills
Research, Legal Writing, Legal Research, Microsoft Office, Westlaw, Fundraising, Community Outreach, Civil Litigation, Public Policy, Litigation, Employment Law

Education
Texas Southern University—Thurgood Marshall School of Law   2010 — 2013
Juris Doctor, Magna Cum Laude

Tarleton State University   2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance

Steven Wesolowski Steven Wesolowski Austin, Texas Area Details
Steven Wesolowski's New York Life Insurance Company Experience May 2013 - August 2013
Job Financial Representative at Capitol Wealth Strategies
Industry Military
Experience
Capitol Wealth Strategies  March 2014 - Present
Texas Army National Guard  September 2006 - Present
Kevin Wood Landscapes   October 2013 - April 2014
New York Life Insurance Company   May 2013 - August 2013
Platinum Pools  November 2012 - May 2013
Saint-Gobain NorPro  July 2010 - November 2010
Renewed Creation   February 2010 - May 2010
Texas A&M University  2005 - 2010
Texas A&M University  May 2009 - August 2009

Skills
Leadership, AutoCAD, SketchUp, Microsoft Office, Military, Project Planning, Project Management, Adobe Creative Suite, Landscape Design, Team Leadership, Army, Analysis, Landscape Architecture, Microsoft Excel, Command, Military Experience, Operational Planning, Security, Military Operations, Security Clearance, Force Protection, Construction Management, CAD, Photoshop, Design Programming, Computer Hardware..., Life Insurance, Strategic Financial..., Web Design, Digital Painting, Painting, Sketching

Education
Texas A&M University   2005 — 2010
Bachelor of Landscape Architecture, landscape architecture, environmental design urban planning, military sciences

US Army IBOLC

Donta' Gonzales Donta' Gonzales Austin, Texas Details
Donta' Gonzales's New York Life Insurance Company Experience November 2012 - December 2013
Job Sr. Inside Account ExecutiveTeam Lead at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp.  July 2015 - Present
SHI International Corp.  May 2015 - Present
SHI International Corp.  December 2013 - Present
New York Life Insurance Company   November 2012 - December 2013
Lowe's Home Improvement  August 2011 - November 2012
Hyatt Hotels Corporation  June 2006 - May 2009

Skills
Customer Service, Sales, Time Management, Public Speaking, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Customer Satisfaction, Account Management, Outlook, Inventory Management, Direct Sales, Sales Process, Enterprise Software, Cold Calling, Sales Management, Teamwork, Communication

Education
Texas State University-San Marcos   2007 — 2012
Bachelor of Science (B.S.), General Studies

Tony Baiyeri Tony Baiyeri Dallas/Fort Worth Area Details
Tony Baiyeri's New York Life Insurance Company Experience December 2011 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company   December 2011 - Present
DFW Pediatric Neurology   March 2011 - November 2011

Education
Texas Christian University   2007 — 2011
Kinesiology

Adrian Hudspeth Adrian Hudspeth Houston, Texas Area Details
Adrian Hudspeth's New York Life Insurance Company Experience March 2008 - August 2012
Job Family Self Sufficiency Coordinator
Industry Program Development
Experience
Hudspeth Insurance Services   August 2012 - Present
Houston Housing Authority  June 2012 - Present
New York Life Insurance Company   March 2008 - August 2012
Capital One  April 2006 - February 2008
Hibernia National Bank  May 1999 - April 2006
Chase Bank  November 1996 - May 1999
Texas Commerce Bank  June 1994 - November 1996

Skills
Financial Services, Management, Community Development, Insurance, Nonprofits, Business Development, Project Management, Leadership, Financial Education, Presentations, Community Outreach, Fixed Annuities, Long Term Care Insurance, Life Insurance, Term Life Insurance, Fixed Income, Affordable Housing, Creative Problem Solving, Small Business, Investments, Financial Analysis, Underwriting, Retirement Planning, Team Building, Financial Risk, Strategic Financial..., Strategic Planning, Credit, Loans, Loan Origination, Banking, Commercial Banking, Public Speaking, Credit Analysis, Small Business Lending, Consumer Lending, Commercial Lending, Marketing, Sales, Finance, Analysis, Long-term Care, Customer Service, Training, Mortgage Banking, Risk Management, Mortgage Lending, Relationship Management

Education
Tennessee State University
BBA, Economics and Finance

Fred Fatemi Fred Fatemi San Mateo, California Details
Fred Fatemi's New York Life Insurance Company Experience June 1994 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 1994 - Present
MetLife  June 1992 - June 1994

Skills
Mutual Funds, Retirement, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Strategic Financial..., IRAs, Series 63, 401k, Series 7, Wealth Accumulation, Estate Planning, Asset Allocation, Investment Advisory, Financial Planning

Education
Texas A&M University   1983 — 1984
Master of Business Administration (MBA)

Ian Llewellyn Ian Llewellyn McAllen, Texas Area Details
Ian Llewellyn's New York Life Insurance Company Experience July 2011 - February 2012
Job Sales Manager at DriveTime Car Sales
Industry Automotive
Experience
DriveTime  September 2012 - Present
New York Life Insurance Company   July 2011 - February 2012

Education
Texas A&M University-Kingsville   2006 — 2010
BBA, Marketing

Samantha Turnbow Samantha Turnbow Greater Nashville Area Details
Samantha Turnbow's New York Life Insurance Company Experience June 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2011 - Present
Logan's Roadhouse  September 2002 - Present
Williamson County Schools  January 2010 - May 2011
TTU  August 2008 - May 2010
Ravenwood High School  August 2005 - July 2008

Education
Tennessee Technological University   2008 — 2010
Masters, Business Administration

Tennessee Technological University   2001 — 2003
Master of Arts, Instructional Leadership

Tennessee Technological University   1999 — 2001
Bachelor of Science, Mathematics

Columbia State Community College   1997 — 1999
Associate Degree of Science, Mathematics

Evan Hughes Evan Hughes Dallas/Fort Worth Area Details
Evan Hughes's New York Life Insurance Company Experience November 2008 - June 2009
Job LMS Senior Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  August 2014 - Present
Liberty Mutual Insurance  October 2013 - August 2014
Liberty Mutual Insurance  July 2012 - December 2013
Liberty Mutual Insurance  June 2011 - July 2012
Liberty Mutual Insurance  November 2010 - June 2011
New York Life Insurance Company   November 2008 - June 2009
Travelers Insurance  June 2006 - December 2008

Skills
Property & Casualty..., Underwriting, Consulting, Root Cause Problem..., Lean Thinking, Business Analysis, Workers Compensation, Business Process..., Commercial Insurance, Brokers, Liability, Leadership, General Insurance, Public Speaking

Education
Texas Christian University   2002 — 2006
BS, Communication

Bennett Abraham Bennett Abraham Tampa, Florida Details
Bennett Abraham's New York Life Insurance Company Experience May 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2015 - Present
Allstate Insurance Co.  April 2013 - May 2015
Southwest Airlines  March 2012 - April 2013
Southwest Airlines  September 2009 - February 2012
Southwest Airlines  April 2008 - September 2009
TerraCycle  May 2007 - September 2007

Skills
Analysis, SDLC, Forecasting, Project Management, Project Planning, Business Analysis, Change Management, Requirements Analysis, Business Process..., Logistics, Security, Workforce Management, Workforce Planning, Vendor Management, Management, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Process Improvement, Strategy, Operations Management, Training, Strategic Planning, Interpersonal Skills, Contract Negotiation

Education
Texas Southern University   2009 — 2012

University of South Florida   2005 — 2009

Kellie Smith Kellie Smith Corpus Christi, Texas Area Details
Kellie Smith's New York Life Insurance Company Experience July 2005 - November 2006
Job Professional Assistant Professor of Communication at TAMUCC. Doctoral student in Organizational Communication at TAMU.
Industry Higher Education
Experience
Texas A&M University-Corpus Christi  July 2014 - Present
Texas A&M University-Corpus Christi  August 2013 - July 2014
Texas A&M University-Corpus Christi  August 2012 - August 2013
Texas State Aquarium  September 2011 - August 2012
Texas A&M University-Corpus Christi  August 2011 - December 2011
Texas State Aquarium  February 2010 - September 2011
Time Warner Cable Media Sales  May 2008 - January 2010
Time Warner Cable Media Sales  November 2006 - May 2008
New York Life Insurance Company   July 2005 - November 2006

Skills
Account Management, Public Speaking, Technical Writing, Proposal Writing, Editing, Marketing Communications, Fundraising, Advertising, Statistical Package for..., Event Planning, Quantitative Research, Social Media, PowerPoint, Microsoft Excel, Facebook, Customer Service, Leadership, Training, Social Media Marketing, Public Relations, SPSS, Higher Education

Education
Texas A&M University   2015 — 2019
PhD (In Progress), Organizational Communication

Texas A&M University-Corpus Christi   2009 — 2011
Master of Arts, Communication

The University of Texas at Austin
Bachelor of Arts (B.A.), Religious Studies, Minor in History

Dhairyasheel Patil Dhairyasheel Patil Washington D.C. Metro Area Details
Dhairyasheel Patil's New York Life Insurance Company Experience October 2010 - March 2011
Job Sr. Data Modeler/Data Analyst at Capital One
Industry Computer Software
Experience
Capital One  April 2013 - Present
Vensoft  May 2007 - Present
Fannie Mae  April 2011 - March 2013
New York Life Insurance Company   October 2010 - March 2011
NYS Office of Children and Family Services  April 2009 - September 2010
Paradigm Management Services  May 2008 - November 2008
Standard & Poor's   August 2007 - April 2008
JGD Associate Avon OH   August 2005 - January 2006
Texas A&M University  January 2005 - August 2005

Skills
Data Warehousing, ETL, SQL, Business Intelligence, Data Modeling, Business Analysis, SDLC, Requirements Analysis, Microsoft SQL Server, SSIS, Business Objects, Data Analysis, Visio, Agile Methodologies, SSRS, Informatica, Testing

Education
Texas A&M University   2004 — 2007
Master of Engineering (MEng)

Govt College o Engieering, Karad   1994 — 1998
Bachelor of Engineering (BEng)

Jerret Krouse Jerret Krouse Corpus Christi, Texas Area Details
Jerret Krouse's New York Life Insurance Company Experience October 2005 - December 2006
Job Financial Systems Analyst Manager at Magnum Oil Tools International
Industry Banking
Experience
Magnum Oil Tools International  March 2015 - Present
Banking  December 2006 - March 2015
New York Life Insurance Company   October 2005 - December 2006

Skills
Management, Strategic Planning, Interpersonal Skill, Credit Analysis, Banking, Credit, Highly detail oriented, Commercial Banking, Commercial Lending, Loans, Credit Risk, Portfolio Management, Customer Service, Financial Analysis, Small Business Lending, Finance, Treasury Management, Salesforce.com, Microsoft Office, Financial Modeling, Government Loans, Nonprofit Loans, Equipment Finance -..., 10 Key, Depository Services, Depository Operations, Always Punctual, Motivated self-starter, Team Leadership, Public Speaking

Education
Texas A&M University-Corpus Christi   2010 — 2013
Master of Public Administration (M.P.A.), Emphasis on Non-Profit Management, Cumulative GPA: 4.00 out of 4.00

Texas A&M University-Corpus Christi   2001 — 2004
Bachelor of Business Administration (B.B.A.) - Summa Cum Laude, Double Major: Accounting and Finance, Cumulative GPA: 3.95 out of 4.00

David Mettey David Mettey Austin, Texas Area Details
David Mettey's New York Life Insurance Company Experience July 2011 - June 2012
Job Master General Agent at Mettey Cares
Industry Insurance
Experience
Mettey Cares   September 2012 - Present
Aflac  2008 - Present
GDH Consulting  2004 - Present
I.C. Brokerage   January 2011 - June 2014
New York Life Insurance Company   July 2011 - June 2012
TEKsystems  2004 - 2006
Walmart - Workstation Solutions   2002 - 2004
Walmart - Workstation Solutions   2002 - 2004

Skills
Insurance, Health Insurance, Employee Benefits, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Customer Service, Public Speaking, Sales, Consulting, Risk Management, Financial Planners, Coaching, Retirement, Retirement Planning, Sales Management, Team Building, Cold Calling, Term Life Insurance, Healthcare, Small Business, Medicare

Education
Vocational   2002 — 2002
A+ Certification, Computer hardware and software, Networking

Texas A&M University-Kingsville   1991 — 1994
Secondary Teaching Certificate, Speech Communication, French

Texas A&M University-Kingsville   1983 — 1988
Communications, Radio and Television Production; French

Evan Erwin Evan Erwin Charlotte, North Carolina Area Details
Evan Erwin's New York Life Insurance Company Experience September 2008 - November 2009
Job Territory Manager at Ecolab
Industry Chemicals
Experience
Ecolab  March 2012 - Present
Willow Creek Community Church  2006 - July 2013
Access2Go   July 2011 - March 2012
First Communications  December 2009 - July 2011
New York Life Insurance Company   September 2008 - November 2009
Jani-King  2006 - 2008
Pinnacle Sports  2000 - 2002

Skills
Budgets, Contract Negotiation, Sales Process, Direct Sales, Leadership, Public Speaking, Sales, Marketing, Account Management, Cold Calling, New Business Development, Event Planning, Social Media, Integration, Salesforce.com, Strategic Planning, Social Media Marketing, Social Networking, B2B, Sales Management, Customer Service

Education
Texas Christian University   2002 — 2006
Bachelor of Science, Broadcast Journalism

Texas Christian University   2002 — 2006
BS, Broadcast Journalism

Vijay Tadinada Vijay Tadinada Greater New York City Area Details
Vijay Tadinada's New York Life Insurance Company Experience March 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company   March 2013 - Present

Skills
Java, SDLC, Agile Methodologies, Java Enterprise Edition

Education
Tennessee Technological University
MS

Megan M. Traeger Megan M. Traeger San Antonio, Texas Area Details
Megan M. Traeger's New York Life Insurance Company Experience September 2006 - February 2007
Job Teacher/Department head, New Braunfels Middle School
Industry Primary/Secondary Education
Experience
New Braunfels Middle School   August 2012 - Present
Brooks Academy of Science and Engineering   October 2008 - July 2012
Alamo Area Mutual Housing Association  September 2007 - September 2008
New York Life Insurance Company   September 2006 - February 2007

Skills
Public Speaking, Public Relations, Press Releases, Classroom, Editing, Coaching, Advertising, Higher Education, Leadership, Program Management, Research, Teaching, Community Outreach, Event Planning, Fundraising, Nonprofits, PowerPoint, Program Development, Staff Development

Education
Texas Lutheran   2002 — 2006
BA, Communication Studies

Saint Michael's Academy   1998 — 2002
High school diploma, High school

Ronald Jackson Ronald Jackson Dayton, Ohio Area Details
Ronald Jackson's New York Life Insurance Company Experience December 2012 - Present
Job Passionate Financial Services Professional helping families and businesses develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company   December 2012 - Present
NYLIFE Securities LLC  November 2012 - Present
R J Financial Group, LLC   January 2001 - Present
Miami Valley Fair Housing Center, Inc.   2010 - 2015
Revival Center Ministries, Int.   January 2008 - March 2010
AXA Advisors  March 2004 - December 2007
Key Bank  December 2002 - March 2004

Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Insurance, Financial Services, Management, Financial Education, Small Business, Wealth Management, Retirement, Investments, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Estate Planning, Protection Planning/..., 401k Rollovers, Key Person Protection, Legacies, Education Funding..., Permanent Life Insurance, Leadership, Public Speaking, Risk Management, Financial Planning, Wealth, Personal Finance, IRAs

Education
Tennessee State University   1983 — 1988
Bachelor or Business Administration, Business Administration and Management, General

Robert W Groves High School   1979 — 1983
Diploma, General

Nick Gage Nick Gage Dallas/Fort Worth Area Details
Nick Gage's New York Life Insurance Company Experience February 2010 - December 2011
Job Sr. Systems Engineer
Industry Information Technology and Services
Experience
GameStop  October 2014 - Present
Cidrep   April 2014 - Present
Incomm  April 2014 - October 2014
TEKsystems  September 2013 - March 2014
Deloitte Touche Tohmatsu Limited  April 2012 - August 2013
Comforce  December 2011 - March 2012
New York Life Insurance Company   February 2010 - December 2011
HCR Group   April 2009 - February 2010
Aflac  February 2007 - February 2009
Aflac  June 2005 - February 2007

Skills
Active Directory, Servers, Disaster Recovery, Windows Server 2003, Windows Server 2008, Clustering, Windows, System Administration, Troubleshooting, XP, TCP/IP, Windows Server, VMware, Microsoft Office, DNS, Virtualization, Customer Relations, Integration, Team Leadership, Problem Solving, Security, Scripting, Firefighting, Windows 7, Applications Support, Microsoft Technologies, Enterprise Architecture, Server Architecture, VBScript, Powershell, IT Service Management, Cluster, DHCP, SAN, Group Policy, Windows XP, Technical Support

Education
Texas State Technical College   1990 — 1994
AAS, Computer Science

Pampa High School

Santiago M Rodriguez III, M.B.A. Santiago M Rodriguez III, M.B.A. San Antonio, Texas Area Details
Santiago M Rodriguez III, M.B.A.'s New York Life Insurance Company Experience September 2008 - January 2010
Job Consumer Lending Processor at USAA
Industry Consumer Services
Experience
USAA  November 2012 - Present
Enterprise Rent-A-Car  July 2010 - June 2011
New York Life Insurance Company   September 2008 - January 2010
Kay Jewelers  July 2006 - April 2008
Express  August 2005 - July 2006

Skills
Microsoft, People Skills, Inventory Management, Product Management, Situational Leadership, Cross-functional Team...

Education
Occupational Safety & Health Administration   2011 — 2011
Completed training in the 30 Hour Outreach General Industry Program

University Of Phoenix, MBA   2006 — 2008
MBA, Business Management

Texas A&M University-Kingsville   2003 — 2004
BBA, Business Management

Bobby Seiferman Bobby Seiferman San Antonio, Texas Area Details
Bobby Seiferman's New York Life Insurance Company Experience December 2012 - August 2013
Job Regional Sales Specialist at Hearst Media Services
Industry Marketing and Advertising
Experience
Hearst Media Services  August 2013 - Present
New York Life Insurance Company   December 2012 - August 2013
Taylor Daily Press and Hutto News   July 2011 - December 2012
Williamson County Sun  February 2000 - May 2011

Skills
Advertising, Social Media Marketing, Online Marketing, Social Media, Graphic Design, Public Relations, Marketing, Event Planning, Team Building, Social Networking, SEO, Media Relations, Fundraising, SEM, Google Adwords, Direct Mail, Marketing Strategy, Sales, Customer Service, Public Speaking, Event Management

Education
Texas State University-San Marcos
Master's Degree, Public Administration, 3.7

The University of Texas at Austin
Bachelor of Science (B.S.), Advertising

Austin Community College
Associate's Degree, Criminal Justice/Law Enforcement Administration

Brenda Rocchio Brenda Rocchio Boerne, Texas Details
Brenda Rocchio's New York Life Insurance Company Experience June 2012 - March 2015
Job Helping families & business owners plan for their financial future Retirement Income Planning Asset Preservation
Industry Investment Management
Experience
Investment Professionals, Inc.   March 2015 - Present
NYLIFE Securities, LLC  June 2012 - March 2015
New York Life Insurance Company   June 2012 - March 2015
State Farm Insurance  September 2009 - May 2012
Dream Dinners  November 2005 - May 2008
SWBC  October 1996 - December 2006
Edward Jones  February 1994 - September 1996

Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance

Education
Texas A&M University   1989 — 1993
Bachelor's Degree, Journalism

Catherine Swenson Catherine Swenson Texarkana, Texas Area Details
Catherine Swenson's New York Life Insurance Company Experience April 2015 - August 2015
Job Marketing, Financial, Business Growth Professional
Industry Marketing and Advertising
Experience
Motivated Marketing  August 2015 - Present
New York Life Insurance Company   April 2015 - August 2015
Innovative Marketing  2007 - August 2015
Southwest Printers and Publishers   June 2012 - July 2015
Four States Furniture   January 2012 - June 2012
Ashley Furniture HomeStore, Texarkana   January 2012 - June 2012
Texarkana Bandit Hockey Organization   2003 - 2006

Skills
Marketing, Corporate Gifts, Account Management, Direct Marketing, Digital Marketing, Social Media Marketing, Coaching, Catalogs, Management, Advertising, Contract Negotiation, Viral Marketing, Strategic Planning, Business Cards, Marketing Communications, Team Building, Sales Management, Event Planning, Direct Sales, Event Management, Non-profits, Strategic Partnerships, Market Planning, Online Marketing, Email Marketing, Newsletters, Editing, Sales, Sales Process, Nonprofits, Market Research, Brand Development, B2B, Business Development, Customer Service, Marketing Strategy, Leadership, Direct Mail, Social Media

Education
Texas A&M University-Texarkana   2004 — 2008
BBA, Marketing

Seferino (Nino) Mendietta Seferino (Nino) Mendietta Corpus Christi, Texas Area Details
Seferino (Nino) Mendietta's New York Life Insurance Company Experience December 2011 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC  June 2012 - Present
New York Life Insurance Company   December 2011 - Present
Texas A&M University-Kingsville  September 2005 - June 2011

Skills
Leadership, Higher Education, Program Management, Public Speaking, Community Outreach, Fundraising, Staff Development, Budgets, Nonprofits, Leadership Development, Term Life Insurance, Fixed Annuities, Project Planning, Insurance Planning, 401k Rollovers

Education
Texas A&M University-Kingsville   1998 — 2003
MS, Counseling & Guidance

Texas A&M University-Kingsville   1984 — 1988
BBA, Accounting

Elizabeth Latorre Elizabeth Latorre Miami, Florida Details
Elizabeth Latorre's New York Life Insurance Company Experience April 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   April 2015 - Present
International Planning Group  May 2012 - April 2015
Deloitte  February 2011 - April 2012
JPMorgan Chase  January 2007 - January 2011

Skills
Tax, Financial Planning, Tax Research, Tax Compliance, Wealth Management, Wealth Preservation, Wealth Transfer, High Net Worth..., International Estate..., Wealth Management..., Wealth, International Real..., Strategic Financial..., Estate Planning, Income Tax, Insurance, Financial Planners, Business Planning, Trusts, Life Insurance, Financial Services, Tax Law, Asset Management, International Tax, Mergers & Acquisitions, Estate Tax Planning, Tax Accounting, Finance

Education
Temple University - James E. Beasley School of Law   2006 — 2008
LL.M., Tax and Estate Planning

Widener University School of Law   2002 — 2005
J.D., Law

Aubrey Buxton Aubrey Buxton Greater Seattle Area Details
Aubrey Buxton's New York Life Insurance Company Experience August 2008 - March 2009
Job Sales
Industry Financial Services
Experience
Aeneid Insurance LLC   January 2015 - Present
UnitedHealthcare  June 2011 - Present
MassMutual Seattle  August 2012 - December 2014
American Financial Group  March 2009 - June 2011
New York Life Insurance Company   August 2008 - March 2009

Skills
Salesforce.com, Cold Calling, Direct Sales, Start-ups, Sales Process, Account Management, Lead Generation, Sales Operations, CRM, SaaS, Sales

Education
Texas State University-San Marcos   2007 — 2008
MBA, Master of Business Administration

Texas State University   2003 — 2007
BA, International Studies - Business Emphasis

Derrick McGary Derrick McGary Texarkana, Texas Area Details
Derrick McGary's New York Life Insurance Company Experience March 2008 - July 2011
Job Agent Aspirant at Kelli Ashbrook State Farm
Industry Government Relations
Experience
Kelli Ashbrook State Farm   April 2015 - Present
Texarkana Radio Center   January 2014 - April 2015
TexAmericas Center   April 2012 - November 2013
Magness Financial Group   July 2011 - May 2012
New York Life Insurance Company   March 2008 - July 2011
Texarkana Radio Group   May 2005 - November 2010

Skills
Refinance, Asset, Business, Insurance, Investments, Time Management, Real Estate, Marketing, Small Business, Management, Budgets, Brokerage, Portfolio Management, Strategic Planning, Finance, Financial Analysis, Sales, Executive Management, Leadership, Analysis, Banking, Loans, Risk Management, Financial Services, Fixed Annuities, Business Planning, Credit, Retirement Planning, Asset Management, Retirement, Commercial Lending, Mergers & Acquisitions, Consumer Lending, Strategy, Life Insurance, Employee Benefits, Term Life Insurance, Small Business Lending, Commercial Real Estate, Credit Analysis, Customer Service, Disability Insurance

Education
Texas High School   1990 — 1994

Texarkana College

Texas A&M University-Texarkana
Bachelor of Business Administration (B.B.A.), Finance

Rick Mann Rick Mann Dallas/Fort Worth Area Details
Rick Mann's New York Life Insurance Company Experience December 2014 - Present
Job Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   December 2014 - Present
Star Community Newspapers  July 1995 - April 2014

Skills
Social Media Marketing, Public Speaking, Media Relations, Marketing, Annuity Sales, Key Person Protection, Licensed Life and..., Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, Whole Life Insurance, Communication, Customer Relations, Management, Sales, Team Building, Team Leadership, Writing

Education
Texas A&M University-Commerce   1993 — 1994
Bachelor's of science, Journalism

Kristy Vela Kristy Vela Bryan/College Station, Texas Area Details
Kristy Vela's New York Life Insurance Company Experience 2007 - 2008
Job Program Coordinator at Texas A&M University
Industry Education Management
Experience
Texas A&M University  2008 - Present
Texas A&M University-Texas Transportation Institute   2008 - 2008
New York Life Insurance Company   2007 - 2008
Seguros Monterrey New York Life  2006 - 2006
Texas A&M University- America Reads & Counts   2002 - 2005

Skills
Research, Economics, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Higher Education, Fundraising, Financial Analysis, Non-profits, Statistics, Analysis

Education
Texas A&M University   2010 — 2012
MS, Higher Education Administration

Texas A&M University   2004 — 2006
BS, Economics

Texas A&M University - Mays Business School   2004 — 2006
Certificate, Business Economics

Texas A&M University   1997 — 2001
BA, International Studies-Commerce

Christi Cordill Christi Cordill Austin, Texas Area Details
Christi Cordill's New York Life Insurance Company Experience 2005 - 2006
Job Consultant
Industry Real Estate
Experience
The Linc Group, LLC   2010 - 2010
The Linc Group, LLC   2008 - 2009
New York Life Insurance Company   2005 - 2006
Credit Suisse  2004 - 2005
Morgan Stanley Investment Management  2003 - 2004
El Paso Corporation  2001 - 2003

Education
Texas A&M University
BBA, Accounting

University of Houston Law Center
JD

James Crabtrey James Crabtrey Austin, Texas Area Details
James Crabtrey's New York Life Insurance Company Experience June 2008 - Present
Job Insurance and Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   June 2008 - Present
Goodman Distribution  August 2006 - June 2008
Valspar Corporation  1999 - 2006

Education
Texas State University   1996 — 1999
BBA, Business Management

Justin Dockrey, LUTCF Justin Dockrey, LUTCF Odessa/Midland, Texas Area Details
Justin Dockrey, LUTCF's New York Life Insurance Company Experience January 1998 - October 2006
Job Financial Advisor at MassMutual Southwest
Industry Financial Services
Experience
MassMutual Southwest  October 2006 - Present
New York Life Insurance Company   January 1998 - October 2006

Skills
Retirement, Life Insurance, Disability Insurance, Long Term Care Insurance, Insurance, Financial Services, Finance, Portfolio Management, 401k, Fixed Annuities, Securities, Retirement Planning, Long-term Care, Term Life Insurance, Analysis

Education
Texas A&M University   1993 — 1997
BS, Animal Science

Kendahl (Ormsby) Kelly Kendahl (Ormsby) Kelly United States Details
Kendahl (Ormsby) Kelly's New York Life Insurance Company Experience September 2012 - March 2013
Job DresserRand Company
Industry Oil & Energy
Experience
Dresser-Rand  April 2013 - Present
New York Life Insurance Company   September 2012 - March 2013
House Call Doctors Texas   June 2010 - October 2012
Wisenbaker Builder Services  November 2008 - June 2010

Skills
Sales, Insurance, Customer Service, Business Development, Management, Analysis, Project Management, Team Building, Contract Negotiation, Finance, Accounting, Healthcare, Proposal Generation, Communication, Problem Solving, Process Improvement, Account Management

Education
Texas A&M University   2004 — 2008
Bachelors, Agricultural Business

Victor Randolph Victor Randolph Stockton, California Area Details
Victor Randolph's New York Life Insurance Company Experience
Job Insurance Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  

Skills
Customer Service, Microsoft Excel, Project Planning, Program Management, Sales, Sales Management, Team Building, Budgets, Team Leadership, Account Management, Leadership, Strategic Planning, Cross-functional Team..., Microsoft Office, Process Improvement, Fixed Annuities, Microsoft Word

Education
Texas Christian University   2006 — 2008
Bachelor's Degree, Political Science

Brandon Luce Brandon Luce Odessa/Midland, Texas Area Details
Brandon Luce's New York Life Insurance Company Experience March 2006 - May 2007
Job Project Manager
Industry Oil & Energy
Experience
Tablerock Land Services  May 2015 - Present
Percheron, LLC  December 2013 - May 2015
Percheron Acquisitions, LLC  June 2012 - December 2013
Percheron, LLC  October 2011 - May 2012
Contract Land Staff  July 2010 - September 2011
Hilliard Land Services   July 2007 - July 2010
New York Life Insurance Company   March 2006 - May 2007
Texas Farm Bureau Insurance Companies  January 1995 - January 2006

Skills
Access, Acquisitions, Analysis, ArcGIS, Budgets, Business Development, Contract Negotiation, Customer Service, Due Diligence, Easements, Energy, Energy Industry, Financial Analysis, GIS, Gas, Insurance, Investments, Land Acquisition, Leadership, Leases, Management, Mergers, Mergers, Microsoft Excel, Microsoft Office, Microsoft Word, Minerals, Natural Gas, Negotiation, New Business Development, Oil, Oil/Gas, Oilfield, Onshore, Petroleum, Pipelines, Project Management, Project Planning, Property, Real Estate, Renewable Energy, Research, Sales, Strategic Planning, Supervisory Skills, Team Building, Time Management, Title Searches, Upstream, Wind

Education
Texas A&M University   1988 — 1990
Bachelors

sunkoog kim sunkoog kim Edison, New Jersey Details
sunkoog kim's New York Life Insurance Company Experience July 1999 - Present
Job Liensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC  July 1999 - Present
New York Life Insurance Company   July 1999 - Present

Education
Temple University - Fox School of Business and Management   1987 — 1990
Master of Science (M.S.), Actuarial Science

James Crabtrey James Crabtrey Austin, Texas Area Details
James Crabtrey's New York Life Insurance Company Experience August 2008 - April 2010
Job Sales Manager at Johnstone Supply
Industry Construction
Experience
Johnstone Supply  May 2010 - Present
New York Life Insurance Company   August 2008 - April 2010
Goodman Manufacturing  August 2006 - August 2008
Valspar  August 1999 - August 2006

Education
Texas State University   1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General

David Bentzen David Bentzen Fresno, California Area Details
David Bentzen's New York Life Insurance Company Experience May 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2012 - Present
Comal Independent School District  June 2008 - May 2012

Skills
Teachers, Educational Leadership, Special Education, Curriculum Design, Curriculum Development, Educational Technology, Teacher Training, Tutoring, Teaching, Staff Development, Coaching, Public Speaking

Education
Southwest Texas State University   1994 — 1998
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration

Jody Page Jody Page Cedar Park, Texas Details
Jody Page's New York Life Insurance Company Experience September 2011 - September 2012
Job Administrative and accounting consultanting
Industry Management Consulting
Experience
New York Life Insurance Company   September 2011 - September 2012
21ST CENTURY TECHNOLOGIES INC   August 1999 - September 2005

Skills
Customer Service, Microsoft Office, Sales, Leadership, Insurance, Outlook, Marketing, Project Management, Team Building, Account Management, Accounting, Administrative..., Office Management, Facilities Management, Small Business, Recruiting, Busines, Company Secretarial Work, Executive..., Human Resources

Education
Texas State University   2002 — 2005
Elementary Education and Teaching

University of Louisiana at Lafayette   1994 — 1997
Environmental and renewable resources

Niraj Rana Niraj Rana New York, New York Details
Niraj Rana's New York Life Insurance Company Experience August 2012 - Present
Job Director and Actuary at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 2012 - Present
Coventry  August 2010 - August 2012
CIGNA Group Insurance  June 2008 - August 2010

Education
Temple University - Fox School of Business and Management   2005 — 2008
BBA, Actuarial Science

Deborah Mosley Deborah Mosley Houston, Texas Details
Deborah Mosley's New York Life Insurance Company Experience March 2003 - November 2004
Job CoOwner at Decor Management, LLC
Industry Retail
Experience
E & R Beverages   August 2005 - June 2014
Decor Management, LLC   July 2005 - June 2014
New York Life Insurance Company   March 2003 - November 2004
Prudential Insurance  May 1996 - January 2000

Skills
Microsoft Office, Excel, PowerPoint, Lotus Notes, Filemaker Pro, 10 Key, FileMaker, Microsoft Excel, Special skills in mail..., Critical Thinking, Customer Service, Spreadsheets, Sales, Employee Benefits, New Business Development, Administration, Management, Outlook, Training, Microsoft Word

Education
Texas Southern University   1975 — 1979
None, Business Administration and Management, General

Powell Point Hgh School   1970 — 1974
High School Diploma

Mariano Loredo Mariano Loredo Schertz, Texas Details
Mariano Loredo's New York Life Insurance Company Experience May 2013 - Present
Job Financial Industry
Industry Financial Services
Experience
New York Life Insurance Company   May 2013 - Present
Cellular Sales Verizon Retailer   October 2010 - May 2013

Education
Texas State University-San Marcos   2000 — 2006
Bachelor of Arts (B.A.), History/ Minor P.E.

George Quicano George Quicano Grand Prairie, Texas Details
George Quicano's New York Life Insurance Company Experience January 2013 - Present
Job Training Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2013 - Present
New York Life Insurance Company   December 2009 - December 2012

Skills
Customer Service, Analysis, Securities, Variable Annuities, Life Insurance, Employee Training

Education
Texas A&M University   2007 — 2009
Master of Science (M.S.), Economics

Texas A&M University   2003 — 2007
Bachelor of Science (B.S.), Economics

Dane Pence Dane Pence Garland, Texas Details
Dane Pence's New York Life Insurance Company Experience September 2010 - September 2012
Job Inventory Manager at Favorite Brands
Industry Wine and Spirits
Experience
Favorite Brands  June 2012 - Present
New York Life Insurance Company   September 2010 - September 2012
Lakeside Lawn Care, LLC   June 2006 - September 2010
Garland Independent School District  August 1999 - May 2004

Education
Texas A&M University-Commerce   1997 — 1999
Bachelor of Arts (BA), English Language and Literature and Spanish

Shanna Wilson Shanna Wilson San Antonio, Texas Area Details
Shanna Wilson's New York Life Insurance Company Experience 2014 - Present
Job Licensed Agent with New York Life
Industry Insurance
Experience
New York Life Insurance Company   2014 - Present
CC CT Head Start   August 2006 - November 2014

Skills
Early Childhood...

Education
Texas State University   2001 — 2005
Bachelor of Science (B.S.), Interdisciplinary Studies

Victoria College   2001 — 2002

Gustavo Cuellar Gustavo Cuellar Plano, Texas Details
Gustavo Cuellar's New York Life Insurance Company Experience September 2013 - Present
Job Corporate Vice President, Latino Market at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2013 - Present
Seguros Monterrey New York Life  May 2011 - September 2013
New York Life Houston GO   January 1999 - April 2011

Skills
Recruiting, Staff Development, Executive Managment, Financial Services, Sales, People Development, Event Management

Education
Texas State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Paul Bullington Paul Bullington Tyler, Texas Area Details
Paul Bullington's New York Life Insurance Company Experience March 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company   March 2015 - Present
Citizens State Bank - Tyler Texas   November 2013 - March 2015
Bank of America  March 2013 - November 2013
Bank of America  September 2011 - March 2013
Bank of America  April 2007 - September 2011
Sky Ranch  February 2002 - August 2006

Skills
Building Relationships, Creative Problem Solving, Leadership, Process Improvement, Team Building, Asset Protection, Income Protection, Licensed Life Insurance..., Retirement Income..., Supplements to Employee..., Term Life Insurance, Whole Life Insurance, Insurance, Finance, Life Insurance, Customer Service, Event Planning, Nonprofits, Sales, Public Speaking, Strategic Planning

Education
Texas A&M University   2005 — 2006
Bachelor's degree, Political Science

Tyler Junior College   2001 — 2004
Associate's degree, Business Administration, Economics, Psychology

Van High School   1998 — 2001