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
Brent Vaughan Brent Vaughan's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Harveset Life Financial September 2012 - June 2014
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Education Funding..., Financial Services, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Life Insurance, Customer Service, Microsoft Excel, Fixed Annuities, Microsoft Office
Education
Baylor University 1987 — 1992
Bachelor's Degree, Business Administration
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Harveset Life Financial September 2012 - June 2014
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Education Funding..., Financial Services, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Life Insurance, Customer Service, Microsoft Excel, Fixed Annuities, Microsoft Office
Education
Baylor University 1987 — 1992
Bachelor's Degree, Business Administration
Aaron Dunn Aaron Dunn's New York Life Insurance Company Experience October 2009 - February 2011
Job Technology Sales Executive & Consultant | Social Media Strategist | Startup Enthusiast | Master Networker & Connector
Industry Marketing and Advertising
Experience
Social Commerce Startup (Currently in Stealth Mode) December 2012 - Present
Line Masters September 2012 - Present
Connective hub Dallas August 2012 - Present
GeekMeet March 2012 - Present
Ogilvie Innovations October 2012 - February 2013
Solutia Consulting October 2011 - August 2012
Cecile Fernandez for Dallas County Commissioner - District 1 January 2012 - June 2012
Solutia Consulting at Texas Capital Bank June 2011 - October 2011
New York Life Insurance Company October 2009 - February 2011
Edward Jones March 2009 - September 2009
Skills
Business Requirements..., Functional Requirements..., Technical Design, Test Planning &..., Business Analysis, Leadership, Communication, Facilitation, Testing, Business Development, Prospecting, Pre-Sales, Social Media Strategy, Social Media Marketing, Internet Marketing, Personal Branding, Digital Branding, Customer Relationship..., Public Relations, Partnership Development, Mobile Strategy, Project Implementation, Technology..., Coworking, Networking, Gap Analysis, Building Relationships, Building Rapport, Connecting People, Business, Business Requirements, CRM, Start-ups, Strategy, Partnerships, Management, Social Networking, Sales, SEO, Lead Generation, Strategic Partnerships, Analysis, Consulting, Telecommunications, Business Strategy, Small Business, Marketing, Executive Management, Social Media, Web Marketing
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Management Information Systems, Entrepreneurship
Baylor University 1995 — 2000
BBA, Baylor Interdisciplinary Core (Inaugural Class)
Social Commerce Startup (Currently in Stealth Mode) December 2012 - Present
Line Masters September 2012 - Present
Connective hub Dallas August 2012 - Present
GeekMeet March 2012 - Present
Ogilvie Innovations October 2012 - February 2013
Solutia Consulting October 2011 - August 2012
Cecile Fernandez for Dallas County Commissioner - District 1 January 2012 - June 2012
Solutia Consulting at Texas Capital Bank June 2011 - October 2011
New York Life Insurance Company October 2009 - February 2011
Edward Jones March 2009 - September 2009
Skills
Business Requirements..., Functional Requirements..., Technical Design, Test Planning &..., Business Analysis, Leadership, Communication, Facilitation, Testing, Business Development, Prospecting, Pre-Sales, Social Media Strategy, Social Media Marketing, Internet Marketing, Personal Branding, Digital Branding, Customer Relationship..., Public Relations, Partnership Development, Mobile Strategy, Project Implementation, Technology..., Coworking, Networking, Gap Analysis, Building Relationships, Building Rapport, Connecting People, Business, Business Requirements, CRM, Start-ups, Strategy, Partnerships, Management, Social Networking, Sales, SEO, Lead Generation, Strategic Partnerships, Analysis, Consulting, Telecommunications, Business Strategy, Small Business, Marketing, Executive Management, Social Media, Web Marketing
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Management Information Systems, Entrepreneurship
Baylor University 1995 — 2000
BBA, Baylor Interdisciplinary Core (Inaugural Class)
Randy Zgabay MBA, CLTC, LUTCF Randy Zgabay MBA, CLTC, LUTCF's New York Life Insurance Company Experience November 2008 - Present
Job Financial Services Professional for NYLIFE Securities LLC
Industry Financial Services
Experience
Z Financial Insurance & Investments LLC November 2008 - Present
NYLIFE Securities LLC January 2009 - Present
New York Life Insurance Company November 2008 - Present
Skills
Investments, Wealth Preservation..., 401(k) Rollovers, Annuity Sales, Estate Planning, Protection..., Licensed Life Insurance, Key Person Protection, Insurance, Gifting Strategies, Legacies, Agent, LUTCF, Multi-Generational..., Multi-generational..., Licensed in Long-term..., Securities, Financial Services, Mutual Funds, Lifetime Income..., Life Insurance..., Supplements to Employee..., Business Planning, Retirement Planning
Education
Baylor University 1983 — 1988
Bachelor of Arts (B.A.), Chemistry
Southwest Texas State University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Fredericksburg High School 1979 — 1983
Z Financial Insurance & Investments LLC November 2008 - Present
NYLIFE Securities LLC January 2009 - Present
New York Life Insurance Company November 2008 - Present
Skills
Investments, Wealth Preservation..., 401(k) Rollovers, Annuity Sales, Estate Planning, Protection..., Licensed Life Insurance, Key Person Protection, Insurance, Gifting Strategies, Legacies, Agent, LUTCF, Multi-Generational..., Multi-generational..., Licensed in Long-term..., Securities, Financial Services, Mutual Funds, Lifetime Income..., Life Insurance..., Supplements to Employee..., Business Planning, Retirement Planning
Education
Baylor University 1983 — 1988
Bachelor of Arts (B.A.), Chemistry
Southwest Texas State University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Fredericksburg High School 1979 — 1983
Paula Viknyanskiy, PMP Paula Viknyanskiy, PMP's New York Life Insurance Company Experience September 2011 - Present
Job
Industry Insurance
Experience
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2002 - January 2014
Citibank July 2000 - June 2002
Skills
AMARTA, Oracle Datastores, Actional Web Services..., IDMS, Rumba/Mainframe, MS Visio and Project..., Project Management, Business Relationship..., Crystal Reports..., Lotus Notes 8.5, Acrobat Reader 9.0, Snag It, Forms Re-Design concepts, WebEx, GoToAssist, Remedy IT Service MGT, IBM Datacap, IBM Capture..., Records Management, Lotus Notes, Atlassian JIRA, Project Portfolio..., Software Documentation, Management, Business Process..., IBM FileNet, IBM Websphere, CA Clarity PPM, Project Documentation, Project Planning, HP Exstream, HP Quality Center, Requirements Gathering, Quality Assurance, Strategy, Leadership, SDLC, Business Analysis, Agile Methodologies, ITIL, Budgets, Requirements Analysis
Education
Project Management Institute PMI 2013 — 2013
Project Management Professional PMP
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA
Pace University 1998 — 2002
BBA
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2002 - January 2014
Citibank July 2000 - June 2002
Skills
AMARTA, Oracle Datastores, Actional Web Services..., IDMS, Rumba/Mainframe, MS Visio and Project..., Project Management, Business Relationship..., Crystal Reports..., Lotus Notes 8.5, Acrobat Reader 9.0, Snag It, Forms Re-Design concepts, WebEx, GoToAssist, Remedy IT Service MGT, IBM Datacap, IBM Capture..., Records Management, Lotus Notes, Atlassian JIRA, Project Portfolio..., Software Documentation, Management, Business Process..., IBM FileNet, IBM Websphere, CA Clarity PPM, Project Documentation, Project Planning, HP Exstream, HP Quality Center, Requirements Gathering, Quality Assurance, Strategy, Leadership, SDLC, Business Analysis, Agile Methodologies, ITIL, Budgets, Requirements Analysis
Education
Project Management Institute PMI 2013 — 2013
Project Management Professional PMP
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA
Pace University 1998 — 2002
BBA
Oleh Balaban Oleh Balaban's New York Life Insurance Company Experience May 2013 - August 2013
Job Marketing | CRM | at WeiserMazars LLP
Industry Marketing and Advertising
Experience
WeiserMazars LLP April 2014 - Present
Mayim Water January 2014 - April 2014
New York Life Insurance Company May 2013 - August 2013
Super Cleaning Crew January 2013 - June 2013
Barclays Investment Bank May 2012 - August 2012
Advanced Parking Services April 2011 - May 2012
Komar March 2011 - September 2011
Skills
Management, PowerPoint, Time Management, Access, Microsoft Excel, Teamwork, Multiple Project..., Group Work, Marketing Research, Marketing Strategy, Supervisory Skills, Microsoft Word, Microsoft Office, Outlook, Customer Service, Strategic Brand..., Creative Problem Solving, Branding & Identity, Positioning, Project Management, Project Coordination, Media Planning, Social Media Strategist
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Lindenhurst High School
WeiserMazars LLP April 2014 - Present
Mayim Water January 2014 - April 2014
New York Life Insurance Company May 2013 - August 2013
Super Cleaning Crew January 2013 - June 2013
Barclays Investment Bank May 2012 - August 2012
Advanced Parking Services April 2011 - May 2012
Komar March 2011 - September 2011
Skills
Management, PowerPoint, Time Management, Access, Microsoft Excel, Teamwork, Multiple Project..., Group Work, Marketing Research, Marketing Strategy, Supervisory Skills, Microsoft Word, Microsoft Office, Outlook, Customer Service, Strategic Brand..., Creative Problem Solving, Branding & Identity, Positioning, Project Management, Project Coordination, Media Planning, Social Media Strategist
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Lindenhurst High School
Jennifer McCauley Jennifer McCauley's New York Life Insurance Company Experience January 2013 - Present
Job Corporate Vice President, Marketing
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company September 2011 - January 2013
New York Life September 2010 - September 2011
New York Life Insurance Company March 2008 - September 2010
Skills
Sales Presentations, Training & Development, Marketing Communications, Sales Management, Distribution, Product Development, Financial Planning, Insurance, Customer Relations, Annuities, Product Marketing, Sales Support, Competitive Intelligence, Fixed Annuities, Marketing Strategy, Product Management, Sales, Training, Management, Retirement, Retirement Planning, Sales Operations, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Management and Marketing
Manhattan College 1999 — 2002
BS, Finance
Fontbonne 1995 — 1999
New York Life Insurance Company January 2013 - Present
New York Life Insurance Company September 2011 - January 2013
New York Life September 2010 - September 2011
New York Life Insurance Company March 2008 - September 2010
Skills
Sales Presentations, Training & Development, Marketing Communications, Sales Management, Distribution, Product Development, Financial Planning, Insurance, Customer Relations, Annuities, Product Marketing, Sales Support, Competitive Intelligence, Fixed Annuities, Marketing Strategy, Product Management, Sales, Training, Management, Retirement, Retirement Planning, Sales Operations, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Management and Marketing
Manhattan College 1999 — 2002
BS, Finance
Fontbonne 1995 — 1999
Christy Edwards Christy Edwards's New York Life Insurance Company Experience June 2013 - May 2014
Job Mom at Stay at Home Mom
Industry Financial Services
Experience
Stay at Home Mom March 2014 - Present
New York Life Insurance Company June 2013 - May 2014
MHMR of Tarrant County September 2012 - March 2013
American State Bank July 2008 - April 2010
The Fish Sushi Restaurant June 2007 - November 2007
3M Company (formerly PIPS Technology) May 2005 - June 2005
Miller's Christmas Store May 2004 - August 2004
Skills
Mental Health Counseling, Community Mental Health, Psychology, Sociology, Group Therapy, Career Counseling, Family Therapy, Grief Counseling, Couples Counseling, Grief, Cognitive Behavioral..., Cognitive Therapy, Personal Financial..., Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Licensed Life & Health..., Licensed Life Insurance..., CBT
Education
University of North Texas 2010 — 2012
Master's, Counseling, 4.0 out of 4.0
Hardin-Simmons University 2008 — 2010
Bachelor's degree, Psychology
Baylor University 2005 — 2007
NA, Child and Family Studies
Stay at Home Mom March 2014 - Present
New York Life Insurance Company June 2013 - May 2014
MHMR of Tarrant County September 2012 - March 2013
American State Bank July 2008 - April 2010
The Fish Sushi Restaurant June 2007 - November 2007
3M Company (formerly PIPS Technology) May 2005 - June 2005
Miller's Christmas Store May 2004 - August 2004
Skills
Mental Health Counseling, Community Mental Health, Psychology, Sociology, Group Therapy, Career Counseling, Family Therapy, Grief Counseling, Couples Counseling, Grief, Cognitive Behavioral..., Cognitive Therapy, Personal Financial..., Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Licensed Life & Health..., Licensed Life Insurance..., CBT
Education
University of North Texas 2010 — 2012
Master's, Counseling, 4.0 out of 4.0
Hardin-Simmons University 2008 — 2010
Bachelor's degree, Psychology
Baylor University 2005 — 2007
NA, Child and Family Studies
Mauricio Huertas Mauricio Huertas's New York Life Insurance Company Experience July 2014 - Present
Job Senior Associate Marketing Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Future Care Health Svc January 2010 - May 2014
Skills
Marketing, Leadership, Management, Training, Events Coordination, Social Media Management, Team building, Microsoft Office, Event Marketing Strategy, Microsoft Word
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY)
Finance and Investments
Universidad Piloto de Colombia
Economics
New York Life Insurance Company July 2014 - Present
Future Care Health Svc January 2010 - May 2014
Skills
Marketing, Leadership, Management, Training, Events Coordination, Social Media Management, Team building, Microsoft Office, Event Marketing Strategy, Microsoft Word
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY)
Finance and Investments
Universidad Piloto de Colombia
Economics
Jonathan Kazadi Jonathan Kazadi's New York Life Insurance Company Experience May 2013 - September 2013
Job A étudié à : City University of New YorkBaruch College
Industry Financial Services
Experience
CVS Health December 2013 - Present
New York Life Insurance Company May 2013 - September 2013
Bright Star Couriers December 2006 - November 2011
Skills
Business, Finance, Marketing, Sales, Retail, Leadership, Management, Training, Team Building, Time Management, Customer Service, Customer Retention, Inventory Management, Driving Results, Microsoft Office
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
CVS Health December 2013 - Present
New York Life Insurance Company May 2013 - September 2013
Bright Star Couriers December 2006 - November 2011
Skills
Business, Finance, Marketing, Sales, Retail, Leadership, Management, Training, Team Building, Time Management, Customer Service, Customer Retention, Inventory Management, Driving Results, Microsoft Office
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Borough of Manhattan Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
Jessica Saavedra Jessica Saavedra's New York Life Insurance Company Experience June 2014 - Present
Job Technology Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2014 - Present
Dino's Pizza and Pasta March 2010 - May 2014
Mayson Kayser September 2013 - January 2014
Education
City University of New York-Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Computer Information Systems, 3.7
Borough of Manhattan Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Accounting, 3.8
New York Life Insurance Company June 2014 - Present
Dino's Pizza and Pasta March 2010 - May 2014
Mayson Kayser September 2013 - January 2014
Education
City University of New York-Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Computer Information Systems, 3.7
Borough of Manhattan Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Accounting, 3.8
Julie Dennis's New York Life Insurance Company Experience 1979 - 2002
Job Product Marketing at New York Life Investments
Industry Financial Services
Experience
New York Life Investments September 2002 - Present
New York Life Insurance Company 1979 - 2002
Skills
Investments, Insurance, Business Analysis, Strategic Planning, Series 6, Vendor Management, 401k, Business Strategy, Management Consulting, Variable Annuities, Fixed Annuities, Business Process..., Management, Retirement, Coaching, Customer Service, Series 7, Financial Services, Process Improvement, Negotiation, Entrepreneurship, Account Management, Team Leadership, New Business Development, Training, Program Management, Organizational..., Marketing Communications, Team Building, Contract Negotiation, Risk Management, Mutual Funds, Public Speaking, Private Equity, Project Management, Fundraising, 529 Plans, Stable Value, Qualified Pension Plans, Evangelism, Series 63, Stable Value..., DCIO & Thaft Hartley..., Retirement Planning
Education
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
New York Life Investments September 2002 - Present
New York Life Insurance Company 1979 - 2002
Skills
Investments, Insurance, Business Analysis, Strategic Planning, Series 6, Vendor Management, 401k, Business Strategy, Management Consulting, Variable Annuities, Fixed Annuities, Business Process..., Management, Retirement, Coaching, Customer Service, Series 7, Financial Services, Process Improvement, Negotiation, Entrepreneurship, Account Management, Team Leadership, New Business Development, Training, Program Management, Organizational..., Marketing Communications, Team Building, Contract Negotiation, Risk Management, Mutual Funds, Public Speaking, Private Equity, Project Management, Fundraising, 529 Plans, Stable Value, Qualified Pension Plans, Evangelism, Series 63, Stable Value..., DCIO & Thaft Hartley..., Retirement Planning
Education
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Finance and Financial Management Services
Baruch College
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Ferdous Ahmed Ferdous Ahmed's New York Life Insurance Company Experience June 2011 - February 2012
Job Purchasing Manager at Innovative Labs, LLC
Industry Financial Services
Experience
Innovative Labs, LLC March 2014 - Present
Altfest Personal Wealth Management October 2012 - May 2013
New York Life Insurance Company June 2011 - February 2012
British American Tobacco March 2008 - March 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Risk Management, Market Research, Financial Modeling, Valuation, Strategic Financial..., Forecasting, Portfolio Management, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Masters of Business Administration, Finance and International Business
University of Dhaka, Institute of Business Administration 2004 — 2008
Bachelor of Business Administration, Marketing
Innovative Labs, LLC March 2014 - Present
Altfest Personal Wealth Management October 2012 - May 2013
New York Life Insurance Company June 2011 - February 2012
British American Tobacco March 2008 - March 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Risk Management, Market Research, Financial Modeling, Valuation, Strategic Financial..., Forecasting, Portfolio Management, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Masters of Business Administration, Finance and International Business
University of Dhaka, Institute of Business Administration 2004 — 2008
Bachelor of Business Administration, Marketing
Junny Rivera, CPA, CIA Junny Rivera, CPA, CIA's New York Life Insurance Company Experience December 2000 - May 2004
Job NYSE Regulation Market Operations at Intercontinental Exchange/ NYSE
Industry Financial Services
Experience
Intercontinental Exchange/ NYSE October 2014 - Present
NYSE Euronext February 2013 - Present
NYSE Euronext November 2007 - Present
NYSE Euronext October 2006 - November 2007
NYSE Euronext May 2005 - October 2006
NYSE Euronext May 2004 - May 2005
New York Life Insurance Company December 2000 - May 2004
NYC OFFICE OF THE COMPTROLLER August 1996 - May 2000
Skills
Internal Controls, Auditing, Risk Management, Financial Risk, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Internal Audit, Equities, Sarbanes-Oxley, Financial Audits, Management, Financial Services, Corporate Finance, Capital Markets, Business Continuity, IT Audit, Investments, Operational Risk..., Due Diligence, Derivatives, Risk, Compliance, Financial Reporting, Corporate Governance, Audit, SEC filings, SOX, Financial Analysis, Securities, Financial Markets, Executive Management, Mergers & Acquisitions, Business Analysis, Accounting, Securities Regulation, Regulatory Compliance, Data Analytics
Education
City University of New York-Baruch College 2002 — 2006
BAA, Accounting
Intercontinental Exchange/ NYSE October 2014 - Present
NYSE Euronext February 2013 - Present
NYSE Euronext November 2007 - Present
NYSE Euronext October 2006 - November 2007
NYSE Euronext May 2005 - October 2006
NYSE Euronext May 2004 - May 2005
New York Life Insurance Company December 2000 - May 2004
NYC OFFICE OF THE COMPTROLLER August 1996 - May 2000
Skills
Internal Controls, Auditing, Risk Management, Financial Risk, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, Finance, Internal Audit, Equities, Sarbanes-Oxley, Financial Audits, Management, Financial Services, Corporate Finance, Capital Markets, Business Continuity, IT Audit, Investments, Operational Risk..., Due Diligence, Derivatives, Risk, Compliance, Financial Reporting, Corporate Governance, Audit, SEC filings, SOX, Financial Analysis, Securities, Financial Markets, Executive Management, Mergers & Acquisitions, Business Analysis, Accounting, Securities Regulation, Regulatory Compliance, Data Analytics
Education
City University of New York-Baruch College 2002 — 2006
BAA, Accounting
Mamadou A. Balde Mamadou A. Balde's New York Life Insurance Company Experience March 2005 - June 2006
Job BMC SDE Magic Admin at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman January 2013 - Present
Modell's Sporting Goods October 2006 - January 2013
Modell's Sporting Goods October 2006 - November 2010
New York Life Insurance Company March 2005 - June 2006
Skills
Computer Hardware, Windows 7, Printers, POS, Customer Service, Office 2010, BMC Remedy, Microsoft SQL Server, Oracle 9i, Visio
Education
Baruch College 2000 — 2005
BBA - Bachelor in Business Administration, Computer Information & Systems/International Business
Laguardia Community College 1999 — 2002
AAS - Associate Degree in Applied Science, Computer Programming & Systems
Brown Brothers Harriman January 2013 - Present
Modell's Sporting Goods October 2006 - January 2013
Modell's Sporting Goods October 2006 - November 2010
New York Life Insurance Company March 2005 - June 2006
Skills
Computer Hardware, Windows 7, Printers, POS, Customer Service, Office 2010, BMC Remedy, Microsoft SQL Server, Oracle 9i, Visio
Education
Baruch College 2000 — 2005
BBA - Bachelor in Business Administration, Computer Information & Systems/International Business
Laguardia Community College 1999 — 2002
AAS - Associate Degree in Applied Science, Computer Programming & Systems
TROY A. DUARTE TROY A. DUARTE's New York Life Insurance Company Experience August 2012 - May 2013
Job Self Employed
Industry Insurance
Experience
Harvard Risk Management September 2011 - Present
New York Life Insurance Company August 2012 - May 2013
U.S Army National Guard November 2002 - June 2012
Skills
Employee Benefits, Financial Advisory, Fixed Annuities, Long Range Planning, Long-term Care, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Business Strategy, Microsoft Excel, Insurance, Training, Health Insurance, Team Building, Account Management, Direct Sales, Coaching, Small Business, Cold Calling, Risk Management, Sales, Management, Customer Service
Education
Bay State College 1982 — 1984
Assoc, Business Admin
Harvard Risk Management September 2011 - Present
New York Life Insurance Company August 2012 - May 2013
U.S Army National Guard November 2002 - June 2012
Skills
Employee Benefits, Financial Advisory, Fixed Annuities, Long Range Planning, Long-term Care, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Business Strategy, Microsoft Excel, Insurance, Training, Health Insurance, Team Building, Account Management, Direct Sales, Coaching, Small Business, Cold Calling, Risk Management, Sales, Management, Customer Service
Education
Bay State College 1982 — 1984
Assoc, Business Admin
Sandra Pinkard's New York Life Insurance Company Experience September 2012 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company March 2001 - September 2012
New York Life Insurance Company January 1989 - January 2001
New York Life Insurance Company January 1985 - January 1989
New York Life Insurance Company January 1981 - January 1985
Skills
Software Project..., Resource Management, Programming languages: ..., Middleware: WMBV7..., Online Environments: ..., Batch environment: TSO,..., Application Development, Application Design, WebSphere Message Broker
Education
Cornerstone University, Lake Charles, LA 2012 — 2015
Doctor of Philosophy (PhD), Clinical Christian Counseling
Baruch College 1985 — 1988
Master of Business Administration (M.B.A.), Computer Systems and Methodology
St. Francis College 1978 — 1981
Bachelor's degree, Business Management
Monroe County High School 1968 — 1972
High School Diploma
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company March 2001 - September 2012
New York Life Insurance Company January 1989 - January 2001
New York Life Insurance Company January 1985 - January 1989
New York Life Insurance Company January 1981 - January 1985
Skills
Software Project..., Resource Management, Programming languages: ..., Middleware: WMBV7..., Online Environments: ..., Batch environment: TSO,..., Application Development, Application Design, WebSphere Message Broker
Education
Cornerstone University, Lake Charles, LA 2012 — 2015
Doctor of Philosophy (PhD), Clinical Christian Counseling
Baruch College 1985 — 1988
Master of Business Administration (M.B.A.), Computer Systems and Methodology
St. Francis College 1978 — 1981
Bachelor's degree, Business Management
Monroe County High School 1968 — 1972
High School Diploma
Gretcher Hernandez Gretcher Hernandez's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Hostos Leadership Academy September 2010 - Present
Central De Abasto Mexicana September 2013 - January 2015
Banco Central de la Rep. Dom. June 2013 - August 2013
Skills
Customer Relations, Bilingual-Spanish, Interpersonal and..., QuickBooks, Public Policy, Networking, Leadership, Public Relations, PowerPoint, Teamwork, Outlook, Event Planning, Spanish, Research, Public Speaking, Nonprofits, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Hostos Community College 2010 — 2012
Business Management, Economics, Business, Accounting, Mathematics
New York Life Insurance Company November 2014 - Present
Hostos Leadership Academy September 2010 - Present
Central De Abasto Mexicana September 2013 - January 2015
Banco Central de la Rep. Dom. June 2013 - August 2013
Skills
Customer Relations, Bilingual-Spanish, Interpersonal and..., QuickBooks, Public Policy, Networking, Leadership, Public Relations, PowerPoint, Teamwork, Outlook, Event Planning, Spanish, Research, Public Speaking, Nonprofits, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Hostos Community College 2010 — 2012
Business Management, Economics, Business, Accounting, Mathematics
Vivek Laungani's New York Life Insurance Company Experience October 2014 - Present
Job Corporate Tax Associate at New York Life
Industry Accounting
Experience
New York Life Insurance Company October 2014 - Present
PJ's Perfume Depot, Inc September 2006 - Present
KPMG US June 2014 - August 2014
John Varvatos Enterprises January 2013 - May 2014
Atlantic Partners Financial Group (John Hancock Financial)Summer 2011 July 2011 - August 2011
Skills
Customer Service, Accounting, Inventory Management, Advertising, Microsoft Office, Retail, Visual Merchandising, Telephone Skills, Clerical Skills, Data Entry, Photoshop, Social Media Marketing, Accounts Payable, QuickBooks, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Research
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.S.), Taxation
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Philosophy, Economics, 3.5
New York Life Insurance Company October 2014 - Present
PJ's Perfume Depot, Inc September 2006 - Present
KPMG US June 2014 - August 2014
John Varvatos Enterprises January 2013 - May 2014
Atlantic Partners Financial Group (John Hancock Financial)Summer 2011 July 2011 - August 2011
Skills
Customer Service, Accounting, Inventory Management, Advertising, Microsoft Office, Retail, Visual Merchandising, Telephone Skills, Clerical Skills, Data Entry, Photoshop, Social Media Marketing, Accounts Payable, QuickBooks, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Research
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.S.), Taxation
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Philosophy, Economics, 3.5
Garfield Willis Garfield Willis's New York Life Insurance Company Experience December 2006 - March 2008
Job Administrative Law Judge
Industry Government Administration
Experience
New York State Department of Labor-Unemployment Appeals Board-Hearing Section December 2009 - Present
New York Life Insurance Company December 2006 - March 2008
Metropolitan College of New York September 2004 - December 2006
New York City Commission on Human Rights April 2002 - December 2006
Citi January 1996 - August 1998
Skills
Litigation, Legal Research, Mediation, Legal Writing, Public Speaking, Area of expertise, in..., Civil Litigation, Courts, Employment Law, Research, Administrative Law, Appeals, Westlaw, Hearings, Policy
Education
Pace University School of Law 1998 — 2001
Doctor of Law (J.D.), Admitted NY bar 2002
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
St Catherine High
New York State Department of Labor-Unemployment Appeals Board-Hearing Section December 2009 - Present
New York Life Insurance Company December 2006 - March 2008
Metropolitan College of New York September 2004 - December 2006
New York City Commission on Human Rights April 2002 - December 2006
Citi January 1996 - August 1998
Skills
Litigation, Legal Research, Mediation, Legal Writing, Public Speaking, Area of expertise, in..., Civil Litigation, Courts, Employment Law, Research, Administrative Law, Appeals, Westlaw, Hearings, Policy
Education
Pace University School of Law 1998 — 2001
Doctor of Law (J.D.), Admitted NY bar 2002
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
St Catherine High
Jeffrey C Allbright CLU's New York Life Insurance Company Experience June 1986 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1986 - Present
Skills
Management, Public Speaking, Retirement, Analysis, Leadership, Insurance, Customer Service, Accounting, Finance, Team Building, Marketing, Microsoft Office, Strategic Planning, Sales, Tax, Healthcare, Securities
Education
The American College 2004 — 2006
Chartered Life Underwriter
Baylor University 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Permian High School 1977 — 1979
New York Life Insurance Company June 1986 - Present
Skills
Management, Public Speaking, Retirement, Analysis, Leadership, Insurance, Customer Service, Accounting, Finance, Team Building, Marketing, Microsoft Office, Strategic Planning, Sales, Tax, Healthcare, Securities
Education
The American College 2004 — 2006
Chartered Life Underwriter
Baylor University 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Permian High School 1977 — 1979
Yanilda Veras Yanilda Veras's New York Life Insurance Company Experience July 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
State Farm April 2010 - August 2010
Law Offices of Rebecca H Rawson April 1998 - May 2007
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, IRAs, Roth IRA, Property, Key Person Insurance
Education
Baruch College
BBA, Marketing
New York Life Insurance Company July 2010 - Present
State Farm April 2010 - August 2010
Law Offices of Rebecca H Rawson April 1998 - May 2007
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, IRAs, Roth IRA, Property, Key Person Insurance
Education
Baruch College
BBA, Marketing
Patrick Williams, CPA Patrick Williams, CPA's New York Life Insurance Company Experience 1990 - 1999
Job Risk Manager at Freddie Mac
Industry Financial Services
Experience
Freddie Mac 2012 - Present
TIAA-CREF 1999 - 2011
New York Life Insurance Company 1990 - 1999
Skills
Annuities, Trust Management, Product/service..., Planned Giving, Customer Relations, Auditing, SOX, Risk Assessment, Process Improvement, Six Sigma, Risk Management, Sarbanes-Oxley Act, Fixed Annuities, Financial Services, IT Audit, Internal Audit, Governance, Financial Audits, Internal Controls, Insurance, Finance, Due Diligence, Analysis, Financial Risk, Operational Risk..., Operational Risk, Financial Analysis, Financial Reporting, Sarbanes-Oxley, COSO, Banking, AML, Strategic Financial..., Customer Service, Enterprise Risk..., Financial Planning
Education
City University of New York-Baruch College
Bachelors of Business Administration, Accounting - Magna Cum-Laude
.
Six Sigma Black Belt, 2011
Freddie Mac 2012 - Present
TIAA-CREF 1999 - 2011
New York Life Insurance Company 1990 - 1999
Skills
Annuities, Trust Management, Product/service..., Planned Giving, Customer Relations, Auditing, SOX, Risk Assessment, Process Improvement, Six Sigma, Risk Management, Sarbanes-Oxley Act, Fixed Annuities, Financial Services, IT Audit, Internal Audit, Governance, Financial Audits, Internal Controls, Insurance, Finance, Due Diligence, Analysis, Financial Risk, Operational Risk..., Operational Risk, Financial Analysis, Financial Reporting, Sarbanes-Oxley, COSO, Banking, AML, Strategic Financial..., Customer Service, Enterprise Risk..., Financial Planning
Education
City University of New York-Baruch College
Bachelors of Business Administration, Accounting - Magna Cum-Laude
.
Six Sigma Black Belt, 2011
Stacey Mckay Stacey Mckay's New York Life Insurance Company Experience January 2009 - July 2009
Job Senior Operator at Pfizer
Industry Information Technology and Services
Experience
Pfizer April 2011 - February 2013
Hudson Valley Bank August 2009 - December 2009
New York Life Insurance Company January 2009 - July 2009
TSR Consulting January 2009 - July 2009
STAFFit May 2008 - October 2008
SUNGARD, VERIZON, ALTOS December 2006 - May 2008
Stewart Staffing 2007 - 2008
Stewart Staffing December 2006 - April 2007
Spherion February 2004 - December 2006
QUEST DIAGNOSTIS November 1998 - April 2003
Skills
Recruiting, Internet Recruiting, Applicant Tracking..., Screening, Vendor Management, Benefits Negotiation, Contract Recruitment, Sourcing, Technical Recruiting, Staff Augmentation, Human Resources, Talent Acquisition, Executive Search, Visio, Software Documentation, HTML, Microsoft Excel, IBM iSeries, Customer Service, BMC Remedy
Education
Bronx Community College 1985 — 1987
AA, computer science
Baruch College, City University of New York (CUNY) 1985 — 1986
Pfizer April 2011 - February 2013
Hudson Valley Bank August 2009 - December 2009
New York Life Insurance Company January 2009 - July 2009
TSR Consulting January 2009 - July 2009
STAFFit May 2008 - October 2008
SUNGARD, VERIZON, ALTOS December 2006 - May 2008
Stewart Staffing 2007 - 2008
Stewart Staffing December 2006 - April 2007
Spherion February 2004 - December 2006
QUEST DIAGNOSTIS November 1998 - April 2003
Skills
Recruiting, Internet Recruiting, Applicant Tracking..., Screening, Vendor Management, Benefits Negotiation, Contract Recruitment, Sourcing, Technical Recruiting, Staff Augmentation, Human Resources, Talent Acquisition, Executive Search, Visio, Software Documentation, HTML, Microsoft Excel, IBM iSeries, Customer Service, BMC Remedy
Education
Bronx Community College 1985 — 1987
AA, computer science
Baruch College, City University of New York (CUNY) 1985 — 1986
Jonathan Meindel's New York Life Insurance Company Experience July 2004 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2004 - Present
Skills
Underwriting, Life Insurance, Microsoft Excel, Risk Management, Strategic Planning, Process Improvement, Management, Business Analysis, Reinsurance, Access, Analysis, Financial Analysis, Financial Modeling, Insurance, Financial Services, Investments
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Management - Organizational Behavior & HRM
Georgetown University 2000 — 2004
BSBA, Management & Marketing
Regis High School 1996 — 2000
New York Life Insurance Company July 2004 - Present
Skills
Underwriting, Life Insurance, Microsoft Excel, Risk Management, Strategic Planning, Process Improvement, Management, Business Analysis, Reinsurance, Access, Analysis, Financial Analysis, Financial Modeling, Insurance, Financial Services, Investments
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Management - Organizational Behavior & HRM
Georgetown University 2000 — 2004
BSBA, Management & Marketing
Regis High School 1996 — 2000
Ira Feder Ira Feder's New York Life Insurance Company Experience October 2009 - October 2012
Job Director, Global Sales Compensation at Tyco International
Industry Consumer Goods
Experience
Tyco International November 2012 - Present
New York Life Insurance Company October 2009 - October 2012
MetLife 2001 - October 2009
GreenPoint Bank (acquired by Capital One) 1997 - April 2001
Toys R Us June 1995 - August 1997
Skills
Executive Pay, Human Resources, Incentive Programs, Deferred Compensation, Employee Engagement, Strategy, Job Evaluation, Sales Compensation, Cross-functional Team..., Leadership, Management, Salary, Process Improvement, Program Management, Sales Operations, Analysis, Executive Management, Enterprise Software, Incentives, Succession Planning, Sales, Employee Benefits
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
M.S., Industrial/Organizational Psychology
Touro College
Tyco International November 2012 - Present
New York Life Insurance Company October 2009 - October 2012
MetLife 2001 - October 2009
GreenPoint Bank (acquired by Capital One) 1997 - April 2001
Toys R Us June 1995 - August 1997
Skills
Executive Pay, Human Resources, Incentive Programs, Deferred Compensation, Employee Engagement, Strategy, Job Evaluation, Sales Compensation, Cross-functional Team..., Leadership, Management, Salary, Process Improvement, Program Management, Sales Operations, Analysis, Executive Management, Enterprise Software, Incentives, Succession Planning, Sales, Employee Benefits
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
M.S., Industrial/Organizational Psychology
Touro College
Lindral Rouse Lindral Rouse's New York Life Insurance Company Experience 1977 - 1981
Job Director, Technical Support at TSYS
Industry Information Technology and Services
Experience
TSYS January 2013 - Present
ALPHA Consulting Services, LLC May 2009 - Present
Hitachi Data Systems July 2008 - March 2009
Hitachi Data Systems May 1989 - June 2008
Oglethorpe Power Corporation May 1982 - May 1989
Nestle 1981 - 1982
New York Life Insurance Company 1977 - 1981
Skills
Pre-sales, Solution Selling, Sales Operations, Business Continuity, Technology Management, Disaster Recovery, CRM, Project Management, Product Management, Strategy, Marketing, Management, Leadership, HP-UX, Program Management
Education
Baruch College, City University of New York (CUNY) 1973 — 1974
BBA, Computer Science
TSYS January 2013 - Present
ALPHA Consulting Services, LLC May 2009 - Present
Hitachi Data Systems July 2008 - March 2009
Hitachi Data Systems May 1989 - June 2008
Oglethorpe Power Corporation May 1982 - May 1989
Nestle 1981 - 1982
New York Life Insurance Company 1977 - 1981
Skills
Pre-sales, Solution Selling, Sales Operations, Business Continuity, Technology Management, Disaster Recovery, CRM, Project Management, Product Management, Strategy, Marketing, Management, Leadership, HP-UX, Program Management
Education
Baruch College, City University of New York (CUNY) 1973 — 1974
BBA, Computer Science
Joseph Mastrogiovanni Joseph Mastrogiovanni's New York Life Insurance Company Experience May 1982 - Present
Job Corporate Vice President Information Systems at New York Life Insurance Company
Industry Insurance
Experience
Comfort Zone Camp NY/NJ Volunteer Council September 2011 - Present
New York Life Insurance Company May 1982 - Present
Alexander's Department Store November 1973 - May 1982
Skills
Life Insurance, Fixed Annuities, Leadership, Management, Program Management, Financial Services, Insurance, Business Analysis, Recruiting, Nonprofits, Non-profits, Team Building, Customer Service, Disability Insurance, Employee Benefits, Volunteering, Organization Skills, Project Management, Marketing Communications, Event Planning, Youth Development, Volunteer Management, Event Management, Youth Mentoring, Team Leadership, Community Outreach, Team Management, Volunteer Recruiting, Training, Process Improvement, User Experience, Editing, Charity Work, Business, IT Management, IT Strategy, Marketing, Strategic Planning, Portfolio Management, Term Life Insurance, Public Speaking, SDLC, Vendor Management, Project Portfolio..., Relationship Management, Project Planning
Education
Baruch College, City University of New York (CUNY) 1973 — 1979
BBA, Marketing Management
Christ the King HS 1969 — 1973
St. Anthony of Padua 1961 — 1969
Comfort Zone Camp NY/NJ Volunteer Council September 2011 - Present
New York Life Insurance Company May 1982 - Present
Alexander's Department Store November 1973 - May 1982
Skills
Life Insurance, Fixed Annuities, Leadership, Management, Program Management, Financial Services, Insurance, Business Analysis, Recruiting, Nonprofits, Non-profits, Team Building, Customer Service, Disability Insurance, Employee Benefits, Volunteering, Organization Skills, Project Management, Marketing Communications, Event Planning, Youth Development, Volunteer Management, Event Management, Youth Mentoring, Team Leadership, Community Outreach, Team Management, Volunteer Recruiting, Training, Process Improvement, User Experience, Editing, Charity Work, Business, IT Management, IT Strategy, Marketing, Strategic Planning, Portfolio Management, Term Life Insurance, Public Speaking, SDLC, Vendor Management, Project Portfolio..., Relationship Management, Project Planning
Education
Baruch College, City University of New York (CUNY) 1973 — 1979
BBA, Marketing Management
Christ the King HS 1969 — 1973
St. Anthony of Padua 1961 — 1969
Kelvin Gutierrez's New York Life Insurance Company Experience August 2013 - February 2014
Job Account Executive at Mimeo.com
Industry Information Technology and Services
Experience
Mimeo.com February 2014 - Present
New York Life Insurance Company August 2013 - February 2014
Bates College Mail Services August 2009 - May 2013
Exit Realty Search June 2011 - September 2011
Mini-Pyre Marketing, Inc. April 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, Sales, Corporate Finance, Financial Accounting, R, SPSS, DCF Valuation, Matlab, Statistical Data..., CAPM, Microsoft Excel, Life & Health Insurance..., Estate Planning, Retirement Planning, Relationship Management, Salesforce.com, Leadership, Cold Calling, Customer Service, Research, Data Analysis, Account Management
Education
Bates College 2008 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics
Mimeo.com February 2014 - Present
New York Life Insurance Company August 2013 - February 2014
Bates College Mail Services August 2009 - May 2013
Exit Realty Search June 2011 - September 2011
Mini-Pyre Marketing, Inc. April 2011 - June 2011
Skills
Financial Analysis, Financial Modeling, Sales, Corporate Finance, Financial Accounting, R, SPSS, DCF Valuation, Matlab, Statistical Data..., CAPM, Microsoft Excel, Life & Health Insurance..., Estate Planning, Retirement Planning, Relationship Management, Salesforce.com, Leadership, Cold Calling, Customer Service, Research, Data Analysis, Account Management
Education
Bates College 2008 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics
Charles M Wright Charles M Wright's New York Life Insurance Company Experience August 2013 - October 2014
Job Relationship banker
Industry Banking
Experience
New York Life Insurance Company August 2013 - October 2014
Spectrum Financial Group April 2012 - July 2013
Instrumental Genius Co. March 2010 - April 2012
Enterprise Rent-A-Car January 2008 - March 2010
Capital One 2006 - 2008
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Entrepreneurship
Martin High School 1997 — 2001
New York Life Insurance Company August 2013 - October 2014
Spectrum Financial Group April 2012 - July 2013
Instrumental Genius Co. March 2010 - April 2012
Enterprise Rent-A-Car January 2008 - March 2010
Capital One 2006 - 2008
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Entrepreneurship
Martin High School 1997 — 2001
Jean Raoul Yoboua Jean Raoul Yoboua's New York Life Insurance Company Experience September 2012 - Present
Job Dedicated New York Life Agent helping to protect families in the Greater New York area for years.
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
Bel Vision Communications Inc August 1999 - Present
Education
City University of New York-Baruch College 2003 — 2008
BBA, Marketing Management
Kingsborough Community College 1998 — 2003
Associate of Arts and Sciences (AAS), Broadcast Journalism
New York Life Insurance Company September 2012 - Present
Bel Vision Communications Inc August 1999 - Present
Education
City University of New York-Baruch College 2003 — 2008
BBA, Marketing Management
Kingsborough Community College 1998 — 2003
Associate of Arts and Sciences (AAS), Broadcast Journalism
Zoraida Cardenas Zoraida Cardenas's New York Life Insurance Company Experience January 2001 - January 2010
Job Executive Manager at CBF MOTORS in Palm Beach, FL
Industry Automotive
Experience
CBF MOTORS January 2011 - Present
Zoraida Cardenas January 2008 - Present
New York Life Insurance Company January 2001 - January 2010
Education
Pace University - Lubin School of Business 2007 — 2008
MS, Information Systems: Security and Information Assurance
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Computer Information Systems
CBF MOTORS January 2011 - Present
Zoraida Cardenas January 2008 - Present
New York Life Insurance Company January 2001 - January 2010
Education
Pace University - Lubin School of Business 2007 — 2008
MS, Information Systems: Security and Information Assurance
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Computer Information Systems
James O'Barr, MHSM James O'Barr, MHSM's New York Life Insurance Company Experience June 2015 - Present
Job New York Life Financial Agent
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
New Life Worship Center February 2015 - Present
Publicis Touchpoint Solutions January 2015 - June 2015
Wood Networks January 2014 - January 2015
Konica Minolta Business Solutions U.S.A., Inc. April 2013 - January 2014
University of Mary Hardin-Baylor 2006 - 2014
Media Sales August 2011 - April 2013
Fish Net Daily News (Part Time) 2005 - 2012
Trinity Mother Frances Health System August 2010 - August 2011
Merck February 2006 - August 2010
Skills
Leadership, Account Management, Cold Calling, Direct Sales, Sales, Sales Management, Sales Operations, Selling, B2B, Contract Negotiation, Team Building, New Business Development, Selling Skills, Coaching, Negotiation, Leadership Development, Advertising, Strategic Planning, Sales Presentations, Management, Human Resources, Healthcare, Advertising Sales, Sales Process, Marketing Strategy, Customer Service, Training, Marketing, Hospital Sales, Managed Care, Budgets, Business Development, Social Media Marketing, Recruiting, Marketing Communications, Start-ups, Public Relations, Strategy, Integrated Marketing, Market Planning, Salesforce.com, Online Marketing, Product Launch, CRM, Customer Retention, Lead Generation, Product Marketing, Online Advertising, E-commerce, Strategic Partnerships
Education
University of Mary-Hardin Baylor 1990 — 1995
Master, Health Services Management
Baylor University 1986 — 1988
Bachelor of Science, Curriculum Corporate Wellness/Health Science
Texas Department of Insurance
General Lines. Life, Accident and Health, Insurance, 82
New York Life Insurance
Long Term Care Certified, Finance and Financial Management Services
New York Life Insurance Company June 2015 - Present
New Life Worship Center February 2015 - Present
Publicis Touchpoint Solutions January 2015 - June 2015
Wood Networks January 2014 - January 2015
Konica Minolta Business Solutions U.S.A., Inc. April 2013 - January 2014
University of Mary Hardin-Baylor 2006 - 2014
Media Sales August 2011 - April 2013
Fish Net Daily News (Part Time) 2005 - 2012
Trinity Mother Frances Health System August 2010 - August 2011
Merck February 2006 - August 2010
Skills
Leadership, Account Management, Cold Calling, Direct Sales, Sales, Sales Management, Sales Operations, Selling, B2B, Contract Negotiation, Team Building, New Business Development, Selling Skills, Coaching, Negotiation, Leadership Development, Advertising, Strategic Planning, Sales Presentations, Management, Human Resources, Healthcare, Advertising Sales, Sales Process, Marketing Strategy, Customer Service, Training, Marketing, Hospital Sales, Managed Care, Budgets, Business Development, Social Media Marketing, Recruiting, Marketing Communications, Start-ups, Public Relations, Strategy, Integrated Marketing, Market Planning, Salesforce.com, Online Marketing, Product Launch, CRM, Customer Retention, Lead Generation, Product Marketing, Online Advertising, E-commerce, Strategic Partnerships
Education
University of Mary-Hardin Baylor 1990 — 1995
Master, Health Services Management
Baylor University 1986 — 1988
Bachelor of Science, Curriculum Corporate Wellness/Health Science
Texas Department of Insurance
General Lines. Life, Accident and Health, Insurance, 82
New York Life Insurance
Long Term Care Certified, Finance and Financial Management Services
Sarah Hussain Sarah Hussain's New York Life Insurance Company Experience May 2011 - August 2011
Job Senior Private Equity Fund Accountant
Industry Financial Services
Experience
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
Thomas Matt Davis Thomas Matt Davis's New York Life Insurance Company Experience February 2013 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company February 2013 - Present
Skills
Retirement, Annuity Sales, 401(k) rollovers, Asset Protection, Key Person Protection, Protection..., Small Business, Business Succession..., Wealth Preservation...
Education
Baylor University 1997 — 2002
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company February 2013 - Present
Skills
Retirement, Annuity Sales, 401(k) rollovers, Asset Protection, Key Person Protection, Protection..., Small Business, Business Succession..., Wealth Preservation...
Education
Baylor University 1997 — 2002
Habeeb Arije's New York Life Insurance Company Experience June 2013 - Present
Job Technology Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2013 - Present
Massey Knakal Realty Services September 2012 - May 2013
South Nassau Communities Hospital June 2007 - May 2013
Fendi January 2012 - May 2012
Skills
Windows 7, Microsoft Office, Photoshop, HTML, C++, Java, JavaScript, CSS, VB.NET, Customer Experience, Auto Racing, SQL, Windows XP, Linux, TCP/IP, Windows Server, Active Directory, Windows Batch, PL/SQL, Quality Assurance, Manual Software Testing, HP Application..., Altiris, BMC Remedy, Test Planning, Test Strategy
Education
Baruch College 2011 — 2013
BBA, Computer Information Systems
Nassau Community College 2006 — 2010
Associate of Arts and Sciences (A.A.S.), Information Technology
New York Life Insurance Company June 2013 - Present
Massey Knakal Realty Services September 2012 - May 2013
South Nassau Communities Hospital June 2007 - May 2013
Fendi January 2012 - May 2012
Skills
Windows 7, Microsoft Office, Photoshop, HTML, C++, Java, JavaScript, CSS, VB.NET, Customer Experience, Auto Racing, SQL, Windows XP, Linux, TCP/IP, Windows Server, Active Directory, Windows Batch, PL/SQL, Quality Assurance, Manual Software Testing, HP Application..., Altiris, BMC Remedy, Test Planning, Test Strategy
Education
Baruch College 2011 — 2013
BBA, Computer Information Systems
Nassau Community College 2006 — 2010
Associate of Arts and Sciences (A.A.S.), Information Technology
Jorge Londono Jorge Londono's New York Life Insurance Company Experience April 2003 - February 2010
Job Sales Engineer at KTC Sales Corporation
Industry Mechanical or Industrial Engineering
Experience
KTC Sales Corporation January 2014 - Present
MicroTechnologies January 2013 - December 2013
Sales Engineer July 2012 - December 2012
Pall Corporation September 2010 - June 2012
New York Life Insurance Company April 2003 - February 2010
Precipart Corporation February 2001 - October 2002
Thomson Industries (Danaher Corporation) January 1995 - February 2001
Skills
Filtration, New Business Development, Manufacturing, Sales Management, Product Development, Product Management, SAP, PowerPoint, Spanish, Sensors, Microsoft Excel, Process Optimization, Materials, Problem Solving, Customer Oriented, Engineering, Project Management, Team Building, Sales, Process Improvement, Project Planning, Business Planning, Marketing, Strategic Planning, R&D, Contract Negotiation, Operations Management, Six Sigma, Continuous Improvement, Team Leadership, Medical Devices, Lean Manufacturing, Cross-functional Team..., Business Strategy, Negotiation, Leadership
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Internatioanl Business
Stony Brook University 1991 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
KTC Sales Corporation January 2014 - Present
MicroTechnologies January 2013 - December 2013
Sales Engineer July 2012 - December 2012
Pall Corporation September 2010 - June 2012
New York Life Insurance Company April 2003 - February 2010
Precipart Corporation February 2001 - October 2002
Thomson Industries (Danaher Corporation) January 1995 - February 2001
Skills
Filtration, New Business Development, Manufacturing, Sales Management, Product Development, Product Management, SAP, PowerPoint, Spanish, Sensors, Microsoft Excel, Process Optimization, Materials, Problem Solving, Customer Oriented, Engineering, Project Management, Team Building, Sales, Process Improvement, Project Planning, Business Planning, Marketing, Strategic Planning, R&D, Contract Negotiation, Operations Management, Six Sigma, Continuous Improvement, Team Leadership, Medical Devices, Lean Manufacturing, Cross-functional Team..., Business Strategy, Negotiation, Leadership
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Internatioanl Business
Stony Brook University 1991 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Matthew Perlin Matthew Perlin's New York Life Insurance Company Experience August 2013 - Present
Job Agent at New York Life Insurance Company
Industry Pharmaceuticals
Experience
New York Life Insurance Company August 2013 - Present
Levin's Pharmacy 2008 - Present
Summit Home Health January 2012 - May 2012
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
New York Life Insurance Company August 2013 - Present
Levin's Pharmacy 2008 - Present
Summit Home Health January 2012 - May 2012
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Robert Salon's New York Life Insurance Company Experience
Job Student at City University of New YorkQueens College
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Bloomberg Terminal, Eviews
Education
Queens College 2011 — 2013
Master's degree, Risk Management (Finance Concentration)
Baruch College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Investments
New York Life Insurance Company
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Bloomberg Terminal, Eviews
Education
Queens College 2011 — 2013
Master's degree, Risk Management (Finance Concentration)
Baruch College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Investments
Bryan Gustovich, CLU, ChFC Bryan Gustovich, CLU, ChFC's New York Life Insurance Company Experience 1996 - 1998
Job FSC for Territory 3 Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services June 2011 - Present
Saybrus Partners 2009 - 2011
Phoenix Life Insurance Company 2006 - 2010
Allstate 2000 - 2003
The Gormly Company 1998 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Retirement Planning, Leadership, Estate Planning, Mutual Funds, Financial Services, Homeowners, Finance, Wealth Management, Recruiting, Series 7, Investments, Series 6, Term Life Insurance, 401k, Universal Life, Disability Insurance, Series 63
Education
Baylor University 1993 — 1996
BBA, Entrepreneurship and Finance
Allstate Financial Services June 2011 - Present
Saybrus Partners 2009 - 2011
Phoenix Life Insurance Company 2006 - 2010
Allstate 2000 - 2003
The Gormly Company 1998 - 2000
New York Life Insurance Company 1996 - 1998
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Retirement Planning, Leadership, Estate Planning, Mutual Funds, Financial Services, Homeowners, Finance, Wealth Management, Recruiting, Series 7, Investments, Series 6, Term Life Insurance, 401k, Universal Life, Disability Insurance, Series 63
Education
Baylor University 1993 — 1996
BBA, Entrepreneurship and Finance
Leston Welsh Leston Welsh's New York Life Insurance Company Experience June 2001 - July 2008
Job Vice President, Individual Disability Insurance Operations and Market Development at Unum
Industry Insurance
Experience
Unum June 2015 - Present
Sun Life Financial May 2014 - May 2015
Sun Life Financial February 2013 - May 2014
Sun Life Financial July 2010 - February 2013
Sun Life Financial August 2008 - July 2010
New York Life Insurance Company June 2001 - July 2008
PwC June 2000 - June 2001
Skills
Actuarial Science, Financial Reporting, Insurance
Education
Baruch College 1997 — 2000
Bachelors, Mathematics
Unum June 2015 - Present
Sun Life Financial May 2014 - May 2015
Sun Life Financial February 2013 - May 2014
Sun Life Financial July 2010 - February 2013
Sun Life Financial August 2008 - July 2010
New York Life Insurance Company June 2001 - July 2008
PwC June 2000 - June 2001
Skills
Actuarial Science, Financial Reporting, Insurance
Education
Baruch College 1997 — 2000
Bachelors, Mathematics
Steve Coupet's New York Life Insurance Company Experience April 2010 - September 2010
Job Credit Prod Services at Nomura
Industry Information Technology and Services
Experience
Nomura September 2014 - Present
Barclays Capital December 2012 - September 2014
FDM Group November 2010 - December 2012
New York Life Insurance Company April 2010 - September 2010
Landmark Ventures October 2009 - February 2010
Workman Publishing 2009 - 2009
Apple Retail 2008 - 2009
Apple Retail 2008 - 2008
Self-employed 2003 - 2004
Education
Bates College 2005 — 2009
BS, Economics, Mathematics concentration
St. Andrew's School 2001 — 2005
High School
Prep for Prep 9 2000 — 2005
Contingent XIV
Nomura September 2014 - Present
Barclays Capital December 2012 - September 2014
FDM Group November 2010 - December 2012
New York Life Insurance Company April 2010 - September 2010
Landmark Ventures October 2009 - February 2010
Workman Publishing 2009 - 2009
Apple Retail 2008 - 2009
Apple Retail 2008 - 2008
Self-employed 2003 - 2004
Education
Bates College 2005 — 2009
BS, Economics, Mathematics concentration
St. Andrew's School 2001 — 2005
High School
Prep for Prep 9 2000 — 2005
Contingent XIV
R. Bruce Wallace CLU's New York Life Insurance Company Experience September 1993 - June 2004
Job Financial Services
Industry Financial Services
Experience
ING July 2010 - August 2014
Nationwide Insurance 2008 - 2010
The Guardian Life Insurance Company of America November 2004 - October 2007
New York Life Insurance Company September 1993 - June 2004
Skills
Leadership Development, Public Speaking, Marketing Strategy, Fixed Annuities, Insurance, Retirement Planning, Series 6, Series 7, Mutual Funds, Life Insurance, Retirement, Long-term Care, Disability Insurance, Series 63, Wealth Management, Estate Planning, Strategic Financial..., Investments, Term Life Insurance, Employee Benefits, Sales Management, Sales, Financial Advisory, Leadership, 401k, Financial Services, Sales, Financial Planning, Management, Finance, Strategy
Education
The American College 2009 — 2011
Charter Life Underwriter
Baylor University 1976 — 1980
BA, Radio Television and Film, Business Marketing
ING July 2010 - August 2014
Nationwide Insurance 2008 - 2010
The Guardian Life Insurance Company of America November 2004 - October 2007
New York Life Insurance Company September 1993 - June 2004
Skills
Leadership Development, Public Speaking, Marketing Strategy, Fixed Annuities, Insurance, Retirement Planning, Series 6, Series 7, Mutual Funds, Life Insurance, Retirement, Long-term Care, Disability Insurance, Series 63, Wealth Management, Estate Planning, Strategic Financial..., Investments, Term Life Insurance, Employee Benefits, Sales Management, Sales, Financial Advisory, Leadership, 401k, Financial Services, Sales, Financial Planning, Management, Finance, Strategy
Education
The American College 2009 — 2011
Charter Life Underwriter
Baylor University 1976 — 1980
BA, Radio Television and Film, Business Marketing
Yevgeniy Rozinger Yevgeniy Rozinger's New York Life Insurance Company Experience February 2014 - Present
Job Senior Associate Controller's Department at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
KPMG US August 2011 - February 2014
Edmonds & Co., PC August 2009 - July 2011
Academic Arrangements Abroad December 2007 - August 2009
Academic Arrangements Abroad July 2007 - December 2007
Skills
Access, Accounting, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, Auditing, Finance, Payroll, Internal Audit
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Master's Degree, Accounting
Pace University 2003 — 2007
BBA, Finance; Economics
New York Life Insurance Company February 2014 - Present
KPMG US August 2011 - February 2014
Edmonds & Co., PC August 2009 - July 2011
Academic Arrangements Abroad December 2007 - August 2009
Academic Arrangements Abroad July 2007 - December 2007
Skills
Access, Accounting, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, Auditing, Finance, Payroll, Internal Audit
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Master's Degree, Accounting
Pace University 2003 — 2007
BBA, Finance; Economics
Roger Tuo Roger Tuo's New York Life Insurance Company Experience February 2002 - August 2009
Job President RT Worldwide Consulting Group.
Industry Financial Services
Experience
JPS INC. REMCO INSURANCE AGENCY September 2012 - Present
RT Worldwide Consulting Group September 2009 - Present
new york life insurance company February 2002 - August 2009
chase bank 1998 - 2002
Israel Discount Bank February 1996 - March 1998
Skills
Investments, Insurance, Real Estate, Series 6, Series 63, Retirement Planning, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Strategic Planning, Financial Services, Disability Insurance, Property & Casualty..., Finance, Customer Service, Sales, Financial Analysis, Health Insurance, Mutual Funds, Business Planning, Portfolio Management, Wealth Management, Risk Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2016
MASTER OF ACCOUNTING & FINANCIAL MANAGEMENT (MAFM), Managerial Accounting & Financial Analysis
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
BS, Finance
City University of New York-Hunter College 1994 — 1996
English Language and Literature/Letters
Universite felix houphouet boigny , Abidjan Cote d'Ivoire 1992 — 1994
Law
JPS INC. REMCO INSURANCE AGENCY September 2012 - Present
RT Worldwide Consulting Group September 2009 - Present
new york life insurance company February 2002 - August 2009
chase bank 1998 - 2002
Israel Discount Bank February 1996 - March 1998
Skills
Investments, Insurance, Real Estate, Series 6, Series 63, Retirement Planning, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Strategic Planning, Financial Services, Disability Insurance, Property & Casualty..., Finance, Customer Service, Sales, Financial Analysis, Health Insurance, Mutual Funds, Business Planning, Portfolio Management, Wealth Management, Risk Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2016
MASTER OF ACCOUNTING & FINANCIAL MANAGEMENT (MAFM), Managerial Accounting & Financial Analysis
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
BS, Finance
City University of New York-Hunter College 1994 — 1996
English Language and Literature/Letters
Universite felix houphouet boigny , Abidjan Cote d'Ivoire 1992 — 1994
Law
Rick Madan CLU,CLF Rick Madan CLU,CLF's New York Life Insurance Company Experience September 2012 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company January 2006 - August 2012
New York Life Insurance Company February 1993 - December 2005
New York Life Insurance Company March 1991 - February 1993
New York Life Insurance Company September 1989 - February 1991
New York Life Insurance Company December 1985 - August 1989
Skills
Recruiting, Training, Financial Recruiting, Hands on Leader, Interviewing, Multi-Tasking Skills, Thought Leadership, Coaching, Interviews
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CLU, CLF
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company January 2006 - August 2012
New York Life Insurance Company February 1993 - December 2005
New York Life Insurance Company March 1991 - February 1993
New York Life Insurance Company September 1989 - February 1991
New York Life Insurance Company December 1985 - August 1989
Skills
Recruiting, Training, Financial Recruiting, Hands on Leader, Interviewing, Multi-Tasking Skills, Thought Leadership, Coaching, Interviews
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CLU, CLF
Michelle Yuen Michelle Yuen's New York Life Insurance Company Experience February 2014 - Present
Job Operations ( New York Life Investors) at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
Noreen Hernandez Noreen Hernandez's New York Life Insurance Company Experience June 2009 - July 2010
Job Vice President Affluent Client Experience at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - June 2013
JP Morgan Chase July 2010 - July 2012
New York Life Insurance Company June 2009 - July 2010
Fitch Ratings March 2009 - June 2009
AIG Investments May 2008 - December 2008
Smart Workout February 2007 - May 2008
Skills
Marketing, Banking, Microsoft Word, Management, Asset Managment, Sales, Business Development, Leadership, Access, Outlook, Presenter, Microsoft Excel, PowerPoint, Spanish, Analysis
Education
GSRBM 2015 — 2019
GSRBM 2014 — 2016
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Finance and Latin American Studies
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - June 2013
JP Morgan Chase July 2010 - July 2012
New York Life Insurance Company June 2009 - July 2010
Fitch Ratings March 2009 - June 2009
AIG Investments May 2008 - December 2008
Smart Workout February 2007 - May 2008
Skills
Marketing, Banking, Microsoft Word, Management, Asset Managment, Sales, Business Development, Leadership, Access, Outlook, Presenter, Microsoft Excel, PowerPoint, Spanish, Analysis
Education
GSRBM 2015 — 2019
GSRBM 2014 — 2016
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Finance and Latin American Studies
Stephen Corrado's New York Life Insurance Company Experience December 2009 - Present
Job Manager at New York Life Insurance Company Financial Controls & Commissions
Industry Insurance
Experience
New York Life Insurance Company December 2009 - Present
Skills
Customer Service, Financial Analysis, Microsoft Office, Financial Services, Accounting, Analysis, Finance
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Master of Business Administration (MBA), Finance
State University of New York at Albany 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company December 2009 - Present
Skills
Customer Service, Financial Analysis, Microsoft Office, Financial Services, Accounting, Analysis, Finance
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Master of Business Administration (MBA), Finance
State University of New York at Albany 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Thomas Tortorici Thomas Tortorici's New York Life Insurance Company Experience October 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
Hemisphere January 2013 - January 2014
Network 1 Financial Securities December 2012 - February 2013
Tellers Chophouse December 2010 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Time Management, Outlook, Microsoft Word, Teamwork, Team Leadership, Marketing, Team Building, Finance, Financial Analysis, PowerPoint, Social Media, Analysis, Leadership, Research, Public Speaking
Education
City University of New York-Baruch College 2010 — 2015
Bachelor’s Degree, BBA in Entreprenuership, Minor: Economics, Alumni
New York Life Insurance Company October 2014 - Present
Hemisphere January 2013 - January 2014
Network 1 Financial Securities December 2012 - February 2013
Tellers Chophouse December 2010 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Time Management, Outlook, Microsoft Word, Teamwork, Team Leadership, Marketing, Team Building, Finance, Financial Analysis, PowerPoint, Social Media, Analysis, Leadership, Research, Public Speaking
Education
City University of New York-Baruch College 2010 — 2015
Bachelor’s Degree, BBA in Entreprenuership, Minor: Economics, Alumni
Carol Lambe Carol Lambe's New York Life Insurance Company Experience October 2011 - April 2012
Job Office Manager for Unity of Wichita
Industry Financial Services
Experience
Unity of Wichita October 2012 - Present
New York Life Insurance Company October 2011 - April 2012
Bankers Life and Casualty March 2011 - September 2011
Textron Financial September 2009 - March 2011
Textron Financial Corporation July 2005 - September 2009
Textron Financial July 2004 - July 2005
Skills
Business Analysis, Flexible Schedule, Credit, Underwriting, Team Building, Process Improvement, Customer Service, Negotiation, Strategic Planning, Management
Education
Southern New Hampshire University 1979 — 1981
BS, Marketing
Bay Path University 1977 — 1979
AS, Business Adm
Unity of Wichita October 2012 - Present
New York Life Insurance Company October 2011 - April 2012
Bankers Life and Casualty March 2011 - September 2011
Textron Financial September 2009 - March 2011
Textron Financial Corporation July 2005 - September 2009
Textron Financial July 2004 - July 2005
Skills
Business Analysis, Flexible Schedule, Credit, Underwriting, Team Building, Process Improvement, Customer Service, Negotiation, Strategic Planning, Management
Education
Southern New Hampshire University 1979 — 1981
BS, Marketing
Bay Path University 1977 — 1979
AS, Business Adm
Jenniffer Heslop Jenniffer Heslop's New York Life Insurance Company Experience April 2014 - Present
Job Sr. Administrative Assistant Investment Technology at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company April 2014 - Present
Interbrand August 2009 - February 2014
Sonnenschein Nath & Rosenthal LLP January 2009 - August 2009
Thacher Proffitt & Wood LLP September 1998 - December 2008
New York Life June 1994 - September 1998
JP Morgan August 1992 - August 1993
Skills
Employee Relations, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Recruiting, Project Management, Internal Communications, Event Planning, HRIS, Outlook, Human Resources, Performance Management, Social Networking, Applicant Tracking..., Social Media Marketing, Interviews, Advertising, Finance, Leadership, Market Research, Marketing Strategy, Marketing Communications, Marketing, Management, Policy, Event Management, Fundraising, Research, Training, Public Relations, Budgets, Nonprofits, New Business Development, Time Management, Onboarding, Strategic Planning, Administrative..., Organizational..., CRM, Team Building, Strategy, Talent Management, Employee Engagement, Business Development, Corporate Branding, Employee Benefits, Account Management, Talent Acquisition, Integrated Marketing
Education
New York University 2000 — 2003
Master of Arts, Educational Psychology - Statistics
Baruch College, City University of New York (CUNY) 1993 — 1998
Bachelors, Psychology
New York Life Insurance Company April 2014 - Present
Interbrand August 2009 - February 2014
Sonnenschein Nath & Rosenthal LLP January 2009 - August 2009
Thacher Proffitt & Wood LLP September 1998 - December 2008
New York Life June 1994 - September 1998
JP Morgan August 1992 - August 1993
Skills
Employee Relations, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Recruiting, Project Management, Internal Communications, Event Planning, HRIS, Outlook, Human Resources, Performance Management, Social Networking, Applicant Tracking..., Social Media Marketing, Interviews, Advertising, Finance, Leadership, Market Research, Marketing Strategy, Marketing Communications, Marketing, Management, Policy, Event Management, Fundraising, Research, Training, Public Relations, Budgets, Nonprofits, New Business Development, Time Management, Onboarding, Strategic Planning, Administrative..., Organizational..., CRM, Team Building, Strategy, Talent Management, Employee Engagement, Business Development, Corporate Branding, Employee Benefits, Account Management, Talent Acquisition, Integrated Marketing
Education
New York University 2000 — 2003
Master of Arts, Educational Psychology - Statistics
Baruch College, City University of New York (CUNY) 1993 — 1998
Bachelors, Psychology
Matthew Benham Matthew Benham's New York Life Insurance Company Experience January 2015 - April 2015
Job Attended University of Arkansas
Industry Investment Banking
Experience
Hub Financial September 2015 - Present
HUB Financial Inc. June 2015 - September 2015
New York Life Insurance Company January 2015 - April 2015
Fish Pond Surgery Center June 2009 - January 2015
CFO4Life July 2014 - August 2014
Arvest Bank August 2013 - December 2013
Lorena Middle School September 2008 - November 2009
Benham Lawn Care June 2007 - August 2008
Skills
Strategy, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Social Media, Finance, Financial Analysis, Investments, Customer Service, Sales, Leadership, Financial Planning
Education
University of Arkansas 2011 — 2014
Bachelor of Science (BS) in Business Administration, Accounting and Finance
Baylor University 2010 — 2010
Hub Financial September 2015 - Present
HUB Financial Inc. June 2015 - September 2015
New York Life Insurance Company January 2015 - April 2015
Fish Pond Surgery Center June 2009 - January 2015
CFO4Life July 2014 - August 2014
Arvest Bank August 2013 - December 2013
Lorena Middle School September 2008 - November 2009
Benham Lawn Care June 2007 - August 2008
Skills
Strategy, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Social Media, Finance, Financial Analysis, Investments, Customer Service, Sales, Leadership, Financial Planning
Education
University of Arkansas 2011 — 2014
Bachelor of Science (BS) in Business Administration, Accounting and Finance
Baylor University 2010 — 2010
Larissa Ambarsom Larissa Ambarsom's New York Life Insurance Company Experience May 2014 - January 2015
Job IT Leadership Program at EMC
Industry Information Technology and Services
Experience
EMC January 2015 - Present
New York Life Insurance Company May 2014 - January 2015
CBS Local February 2014 - April 2014
Skills
ITIL v3 Foundations..., Yellow Belt, R, SQL, C++, SAS Programming, Teamwork, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Windows, Research, Customer Service, Photoshop, Public Speaking, English
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Garden School
Garden School
EMC January 2015 - Present
New York Life Insurance Company May 2014 - January 2015
CBS Local February 2014 - April 2014
Skills
ITIL v3 Foundations..., Yellow Belt, R, SQL, C++, SAS Programming, Teamwork, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Windows, Research, Customer Service, Photoshop, Public Speaking, English
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Statistics and Quantitative Modeling
Garden School
Garden School
Viktoriya Ravinskaya Viktoriya Ravinskaya's New York Life Insurance Company Experience April 2008 - December 2014
Job Loan Admin AVP
Industry Financial Services
Experience
Macquarie Group January 2015 - Present
New York Life Insurance Company April 2008 - December 2014
BNY Mellon April 2007 - April 2008
Skills
Microsoft Excel, BlackRock Aladdin, Bloomberg, CAMRA, Crystal Reports, Fixed Income, Trading, Visio, Hedge Funds, Securities, Software Documentation, Derivatives, Equities, Portfolio Management, Mutual Funds, Investment Banking, Alternative Investments, Analysis, Account Reconciliation, Venture Capital, Accounting, Business Analysis, Investments, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance/Investment
Macquarie Group January 2015 - Present
New York Life Insurance Company April 2008 - December 2014
BNY Mellon April 2007 - April 2008
Skills
Microsoft Excel, BlackRock Aladdin, Bloomberg, CAMRA, Crystal Reports, Fixed Income, Trading, Visio, Hedge Funds, Securities, Software Documentation, Derivatives, Equities, Portfolio Management, Mutual Funds, Investment Banking, Alternative Investments, Analysis, Account Reconciliation, Venture Capital, Accounting, Business Analysis, Investments, Valuation, Financial Services
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance/Investment
Matt Damico Matt Damico's New York Life Insurance Company Experience February 1999 - January 2001
Job Political Coordinator at CSEA
Industry Government Relations
Experience
CSEA January 2001 - Present
New York Life Insurance Company February 1999 - January 2001
Distict Council 37 1996 - 1999
Skills
Grassroots Organizing, Community Outreach, Fundraising, Coalitions, Legislative Relations, Public Policy, Public Speaking, Policy, Politics, Political Consulting, Labor Relations, Media Relations, Community Organizing, Policy Analysis, Research, Political Science, Event Planning, Legislative Research, Non-profits, Political Campaigns, Government, Strategic Planning, Public Relations, Nonprofits, Civil Society..., Grant Writing, Microsoft Office, Strategic Communications, Legislation, Policy Research, American Politics, Teamwork
Education
City University of New York-Baruch College 1999 — 2001
MPA, Public Administration
City University of New York-Hunter College 1989 — 1994
BA, Political Science
Aesthetic Realism
CSEA January 2001 - Present
New York Life Insurance Company February 1999 - January 2001
Distict Council 37 1996 - 1999
Skills
Grassroots Organizing, Community Outreach, Fundraising, Coalitions, Legislative Relations, Public Policy, Public Speaking, Policy, Politics, Political Consulting, Labor Relations, Media Relations, Community Organizing, Policy Analysis, Research, Political Science, Event Planning, Legislative Research, Non-profits, Political Campaigns, Government, Strategic Planning, Public Relations, Nonprofits, Civil Society..., Grant Writing, Microsoft Office, Strategic Communications, Legislation, Policy Research, American Politics, Teamwork
Education
City University of New York-Baruch College 1999 — 2001
MPA, Public Administration
City University of New York-Hunter College 1989 — 1994
BA, Political Science
Aesthetic Realism
Brian Monk's New York Life Insurance Company Experience April 2009 - Present
Job Principal at Monk Financial Strategies Group
Industry Financial Services
Experience
Monk Financial Strategies Group, LLC April 2009 - Present
NYLIFE Securitites, LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Trinity Group October 2006 - April 2009
Skills
Retirement Planning, Securities, Insurance, Strategic Financial..., Investments, Portfolio Management, Employee Benefits, Financial Analysis, Fixed Annuities, Retirement, Life Insurance, Long-term Care, Estate Planning, IRAs, Series 63, 401k, Term Life Insurance, Series 7, Mutual Funds, Disability Insurance, Long Term Care Insurance, Wealth Management, FINRA, Finance, Asset Management, Financial Advisory, Tax, Financial Planners, Financial Planning
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Real Estate & Marketing
Monk Financial Strategies Group, LLC April 2009 - Present
NYLIFE Securitites, LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Trinity Group October 2006 - April 2009
Skills
Retirement Planning, Securities, Insurance, Strategic Financial..., Investments, Portfolio Management, Employee Benefits, Financial Analysis, Fixed Annuities, Retirement, Life Insurance, Long-term Care, Estate Planning, IRAs, Series 63, 401k, Term Life Insurance, Series 7, Mutual Funds, Disability Insurance, Long Term Care Insurance, Wealth Management, FINRA, Finance, Asset Management, Financial Advisory, Tax, Financial Planners, Financial Planning
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Real Estate & Marketing
Olga Zaurova's New York Life Insurance Company Experience November 2002 - October 2003
Job Real Estate Sales Associate
Industry Real Estate
Experience
Big International Realty September 2015 - Present
Wall Street Systems May 2010 - March 2015
Deutsche Bank February 2007 - April 2010
FXCM October 2003 - February 2007
New York Life Insurance Company November 2002 - October 2003
Middlegate Insurance Agency, LLC October 2001 - April 2002
Ramon International Insurance Brokers April 1999 - August 2001
Skills
FX, Customer Relations, Settlements, Commodities, Customer Service, Russian, Derivatives, Salesforce.com, Insurance, Investments, Middle Office, FX Options, Client Liaison, Settlement, FX trading, Commodity, Financial Markets, Commodity Markets, Foreign Exchange, Account Management, FX Trading, Back Office, FX Operations, Trading, Software Project..., Financial Services, Managed Services, Options
Education
Bernard M. Baruch College (CUNY) 1997 — 2001
Bachelor of Business Administration, Finance and Investments
City University of New York-Baruch College - Zicklin School of Business 1997 — 2001
BBA, Finance and Investments
Big International Realty September 2015 - Present
Wall Street Systems May 2010 - March 2015
Deutsche Bank February 2007 - April 2010
FXCM October 2003 - February 2007
New York Life Insurance Company November 2002 - October 2003
Middlegate Insurance Agency, LLC October 2001 - April 2002
Ramon International Insurance Brokers April 1999 - August 2001
Skills
FX, Customer Relations, Settlements, Commodities, Customer Service, Russian, Derivatives, Salesforce.com, Insurance, Investments, Middle Office, FX Options, Client Liaison, Settlement, FX trading, Commodity, Financial Markets, Commodity Markets, Foreign Exchange, Account Management, FX Trading, Back Office, FX Operations, Trading, Software Project..., Financial Services, Managed Services, Options
Education
Bernard M. Baruch College (CUNY) 1997 — 2001
Bachelor of Business Administration, Finance and Investments
City University of New York-Baruch College - Zicklin School of Business 1997 — 2001
BBA, Finance and Investments
Robert Pfeffer's New York Life Insurance Company Experience September 1993 - August 1999
Job Experienced Software Developer
Industry Financial Services
Experience
Horsesmouth July 2014 - December 2014
UBS Wealth Management April 2013 - May 2014
Sterling Stamos May 2011 - January 2013
Empire State Development April 2007 - January 2011
Consultant / Independent March 2003 - April 2007
Morgan Stanley September 1999 - December 2002
New York Life Insurance Company September 1993 - August 1999
JJIS/NYC Mayor's Office September 1988 - August 1993
Skills
See above, Visio, SQL, JavaScript, Databases, Integration, Visual Basic, HTML, Management, Microsoft SQL Server, ASP.NET, Access, Software Documentation, Analysis, Visual Studio, C#, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
MBA, Information Systems
Stony Brook University 1980 — 1984
BA, Economics
Jamaica High School 1977 — 1980
HS Diploma, General
Horsesmouth July 2014 - December 2014
UBS Wealth Management April 2013 - May 2014
Sterling Stamos May 2011 - January 2013
Empire State Development April 2007 - January 2011
Consultant / Independent March 2003 - April 2007
Morgan Stanley September 1999 - December 2002
New York Life Insurance Company September 1993 - August 1999
JJIS/NYC Mayor's Office September 1988 - August 1993
Skills
See above, Visio, SQL, JavaScript, Databases, Integration, Visual Basic, HTML, Management, Microsoft SQL Server, ASP.NET, Access, Software Documentation, Analysis, Visual Studio, C#, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
MBA, Information Systems
Stony Brook University 1980 — 1984
BA, Economics
Jamaica High School 1977 — 1980
HS Diploma, General
James Mathews's New York Life Insurance Company Experience June 2014 - October 2014
Job Client Manager at Industrial Services
Industry Internet
Experience
Industrial Services August 2015 - Present
The Ridgewood Country Club May 2013 - July 2015
Esotechnics November 2014 - March 2015
New York Life Insurance Company June 2014 - October 2014
Skills
Microsoft Excel, Microsoft Word, Leadership, Sales Management, Marketing Strategy, Customer Service, Marketing, Social Media, Public Speaking, Public Relations, Molecular Biology, Analytical Biochemistry, Financial Planning, B2B, Social Networking, Recruiting, Marketing Research, Organic Chemistry, Strategy Implementation, Team Building, Strategic Planning, Analytical Chemistry, Sales, Corporate Communications, chemistry, Event Planning, Microsoft Office
Education
Baylor University 2010 — 2014
Bachelor of Science (BS), Biochemistry
Airline Highschool
Industrial Services August 2015 - Present
The Ridgewood Country Club May 2013 - July 2015
Esotechnics November 2014 - March 2015
New York Life Insurance Company June 2014 - October 2014
Skills
Microsoft Excel, Microsoft Word, Leadership, Sales Management, Marketing Strategy, Customer Service, Marketing, Social Media, Public Speaking, Public Relations, Molecular Biology, Analytical Biochemistry, Financial Planning, B2B, Social Networking, Recruiting, Marketing Research, Organic Chemistry, Strategy Implementation, Team Building, Strategic Planning, Analytical Chemistry, Sales, Corporate Communications, chemistry, Event Planning, Microsoft Office
Education
Baylor University 2010 — 2014
Bachelor of Science (BS), Biochemistry
Airline Highschool
Zachary Trevino's New York Life Insurance Company Experience August 2015 - Present
Job InternAgent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
Diamondbacks Steakhouse August 2013 - Present
Hotel Indigo January 2013 - August 2013
Cool Cafe San Antonio January 2011 - August 2012
Skills
Finance, MIS, Revenue Analysis, IT Solutions, Sales, Customer Satisfaction, Customer Service, CRM, Customer Service..., Networking, Strategic Planning, Hotels, Food & Beverage, Hospitality Management, Restaurants, Hospitality, Public Speaking, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Time Management, PowerPoint, Management, Project Management
Education
Baylor University 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services, 3.17
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor's Degree, Management Information Systems, 3.2
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, MIS
New York Life Insurance Company August 2015 - Present
Diamondbacks Steakhouse August 2013 - Present
Hotel Indigo January 2013 - August 2013
Cool Cafe San Antonio January 2011 - August 2012
Skills
Finance, MIS, Revenue Analysis, IT Solutions, Sales, Customer Satisfaction, Customer Service, CRM, Customer Service..., Networking, Strategic Planning, Hotels, Food & Beverage, Hospitality Management, Restaurants, Hospitality, Public Speaking, Microsoft Excel, Microsoft Office, Event Planning, Microsoft Word, Time Management, PowerPoint, Management, Project Management
Education
Baylor University 2012 — 2016
Bachelor's Degree, Finance and Financial Management Services, 3.17
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor's Degree, Management Information Systems, 3.2
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, MIS
Marc Boccio's New York Life Insurance Company Experience June 2007 - August 2008
Job Assistant Vice President at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions September 2008 - Present
New York Life Insurance Company June 2007 - August 2008
Skills
Insurance, Underwriting, Brokers, Risk Management, Professional Liability, Financial Risk, Liability, Reinsurance, Financial Analysis, General Insurance, D&O, Relationship Management
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2004 — 2008
BBA, Business Management
Syracuse University - Florence, Italy 2007 — 2007
Study Abroad Program
Kellenberg Memorial High School 2000 — 2004
Aon Risk Solutions September 2008 - Present
New York Life Insurance Company June 2007 - August 2008
Skills
Insurance, Underwriting, Brokers, Risk Management, Professional Liability, Financial Risk, Liability, Reinsurance, Financial Analysis, General Insurance, D&O, Relationship Management
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2004 — 2008
BBA, Business Management
Syracuse University - Florence, Italy 2007 — 2007
Study Abroad Program
Kellenberg Memorial High School 2000 — 2004
Tony Yao, CPA Tony Yao, CPA's New York Life Insurance Company Experience July 2008 - November 2012
Job Senior Accountant at Related Companies Hudson Yards
Industry Real Estate
Experience
Related Companies November 2014 - Present
Estée Lauder December 2012 - November 2014
New York Life Insurance Company July 2008 - November 2012
Skills
Financial Analysis, Forecasting, Budgets, Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Excel, US GAAP, General Ledger, Cost Allocation
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor's degree, Accounting
Related Companies November 2014 - Present
Estée Lauder December 2012 - November 2014
New York Life Insurance Company July 2008 - November 2012
Skills
Financial Analysis, Forecasting, Budgets, Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Excel, US GAAP, General Ledger, Cost Allocation
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor's degree, Accounting
Isbelia Saladin Isbelia Saladin's New York Life Insurance Company Experience May 2001 - June 2002
Job European Inventory Controller at Formica Corporation
Industry Logistics and Supply Chain
Experience
Formica Corporation February 2010 - September 2013
Expeditors International April 2005 - September 2008
Corp Banca New York Branch August 2003 - March 2005
NYC Department of Youth & Community Development June 2002 - March 2003
New York Life Insurance Company May 2001 - June 2002
Macy's Herald Square January 1998 - January 2001
Skills
Logistics, Supply Chain Management, Marketing, Software Documentation, Inventory Management, Sales, Customer Service, Retail, Management, Coaching, Transportation, Project Planning, Supply Chain, Purchasing, Forecasting
Education
Newcastle University 2008 — 2009
MBA, Business Administration
Baruch College, City University of New York (CUNY) 1998 — 2003
Bachelors of Business Administration, Operations Management
Saint Joseph High School 1996 — 1997
High School Diploma
Formica Corporation February 2010 - September 2013
Expeditors International April 2005 - September 2008
Corp Banca New York Branch August 2003 - March 2005
NYC Department of Youth & Community Development June 2002 - March 2003
New York Life Insurance Company May 2001 - June 2002
Macy's Herald Square January 1998 - January 2001
Skills
Logistics, Supply Chain Management, Marketing, Software Documentation, Inventory Management, Sales, Customer Service, Retail, Management, Coaching, Transportation, Project Planning, Supply Chain, Purchasing, Forecasting
Education
Newcastle University 2008 — 2009
MBA, Business Administration
Baruch College, City University of New York (CUNY) 1998 — 2003
Bachelors of Business Administration, Operations Management
Saint Joseph High School 1996 — 1997
High School Diploma
Andrew Sisto Andrew Sisto's New York Life Insurance Company Experience March 2002 - March 2003
Job Wardrobe Consultant, The Men's Wearhouse
Industry Apparel & Fashion
Experience
The Men's Wearhouse, Inc May 2013 - Present
Destination XL Group, Inc. August 2012 - May 2013
The Men's Wearhouse, Inc February 2010 - August 2012
Deland, Gibson Insurance Associates April 2008 - November 2010
AAA Southern New England April 2004 - January 2008
Coldwell Banker Residential Brokerage Insurance Agency, Inc. August 2003 - March 2004
New York Life Insurance Company March 2002 - March 2003
Education
Bates College 1997 — 2001
B.A., Political Science
St. Sebastian's School 1993 — 1997
High School Diploma
The Men's Wearhouse, Inc May 2013 - Present
Destination XL Group, Inc. August 2012 - May 2013
The Men's Wearhouse, Inc February 2010 - August 2012
Deland, Gibson Insurance Associates April 2008 - November 2010
AAA Southern New England April 2004 - January 2008
Coldwell Banker Residential Brokerage Insurance Agency, Inc. August 2003 - March 2004
New York Life Insurance Company March 2002 - March 2003
Education
Bates College 1997 — 2001
B.A., Political Science
St. Sebastian's School 1993 — 1997
High School Diploma
Jacqueline Charles Jacqueline Charles's New York Life Insurance Company Experience March 2015 - Present
Job Communications Associate at New York Life Insurance Company
Industry Market Research
Experience
New York Life Insurance Company March 2015 - Present
JPMorgan Chase October 2012 - January 2013
Draftfcb August 2010 - August 2012
Eastern Consolidated April 2006 - May 2009
JPMorgan Chase January 2003 - May 2004
Skills
Event Planning, Internal Communications, Marketing Communications, Corporate Communications, Public Relations, Communication Training, Strategic Communications, Communications Planning, Social Media Marketing, Marketing, Marketing Strategy, Collateral, Questionnaire Design
Education
University of Michigan on Coursera 2015 — 2015
Certificate, Questionnaire Design
Manhattanville College 2003 — 2004
Masters, Communications Management
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelors, Marketing Management
New York Life Insurance Company March 2015 - Present
JPMorgan Chase October 2012 - January 2013
Draftfcb August 2010 - August 2012
Eastern Consolidated April 2006 - May 2009
JPMorgan Chase January 2003 - May 2004
Skills
Event Planning, Internal Communications, Marketing Communications, Corporate Communications, Public Relations, Communication Training, Strategic Communications, Communications Planning, Social Media Marketing, Marketing, Marketing Strategy, Collateral, Questionnaire Design
Education
University of Michigan on Coursera 2015 — 2015
Certificate, Questionnaire Design
Manhattanville College 2003 — 2004
Masters, Communications Management
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelors, Marketing Management
Josh Goldowsky Josh Goldowsky's New York Life Insurance Company Experience April 2013 - Present
Job Senior Copywriter and Content Strategist at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company April 2013 - Present
Affinion Group March 2011 - February 2013
Sony December 2006 - August 2010
Sony September 2004 - December 2006
TURNER BROADCASTING May 2000 - September 2004
Jeffrey Finn Productions November 1998 - March 2000
Alan Wasser Associates January 1998 - November 1998
University of Miami October 1994 - May 1997
Skills
Copywriting, Advertising, Creative Writing, Strategic Communications, Writing, Direct Mail, Promotions, Blogging, Online Advertising, Project Management, Screenwriting, Organization, Social Media Marketing, Marketing Communications, Social Media, Digital Media, Email Marketing, Direct Marketing, Corporate Communications, Public Relations, Brand Development, Marketing, Online Marketing, Press Releases, Digital Strategy, Marketing Strategy, Brand Management, Social Networking, Brand Awareness, Creative Strategy, Video, Product Marketing, Advertising Sales, Editing, Adobe Creative Suite, Internal Communications, B2B, Trade Shows, Newsletters, Marketing Management, Web Content, Creative Problem Solving, Retail, Integrated Marketing, Corporate Branding, Creative Direction, Interactive Marketing, New Media, Mobile Marketing, Digital Marketing
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MA, Corporate Communications
University of Miami 1993 — 1997
BS, Communications
Port Chester High School 1989 — 1993
Regents, General
New York Life Insurance Company April 2013 - Present
Affinion Group March 2011 - February 2013
Sony December 2006 - August 2010
Sony September 2004 - December 2006
TURNER BROADCASTING May 2000 - September 2004
Jeffrey Finn Productions November 1998 - March 2000
Alan Wasser Associates January 1998 - November 1998
University of Miami October 1994 - May 1997
Skills
Copywriting, Advertising, Creative Writing, Strategic Communications, Writing, Direct Mail, Promotions, Blogging, Online Advertising, Project Management, Screenwriting, Organization, Social Media Marketing, Marketing Communications, Social Media, Digital Media, Email Marketing, Direct Marketing, Corporate Communications, Public Relations, Brand Development, Marketing, Online Marketing, Press Releases, Digital Strategy, Marketing Strategy, Brand Management, Social Networking, Brand Awareness, Creative Strategy, Video, Product Marketing, Advertising Sales, Editing, Adobe Creative Suite, Internal Communications, B2B, Trade Shows, Newsletters, Marketing Management, Web Content, Creative Problem Solving, Retail, Integrated Marketing, Corporate Branding, Creative Direction, Interactive Marketing, New Media, Mobile Marketing, Digital Marketing
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MA, Corporate Communications
University of Miami 1993 — 1997
BS, Communications
Port Chester High School 1989 — 1993
Regents, General
David Houchins's New York Life Insurance Company Experience 1995 - 1998
Job President & CEO at OneHouston Financial
Industry Financial Services
Experience
MassMutual Greater Houston January 2007 - May 2014
Foresters August 2002 - December 2006
VALIC 1998 - 2001
New York Life Insurance Company 1995 - 1998
Equitable Life Assurance Society of the US 1991 - 1995
Education
Baylor University - Hankamer School of Business 1986 — 1989
MBA, Marketing
MassMutual Greater Houston January 2007 - May 2014
Foresters August 2002 - December 2006
VALIC 1998 - 2001
New York Life Insurance Company 1995 - 1998
Equitable Life Assurance Society of the US 1991 - 1995
Education
Baylor University - Hankamer School of Business 1986 — 1989
MBA, Marketing
Beth Walsh Zuniga's New York Life Insurance Company Experience June 2010 - August 2011
Job Design Director at Fidelity Investments
Industry Design
Experience
Fidelity Investments August 2011 - Present
New York Life Insurance Company June 2010 - August 2011
Ringel Rice, LLC March 2009 - March 2010
Fidelity Investments February 2001 - February 2009
Fidelity Investments July 1999 - January 2001
Fidelity Investments May 1993 - June 1999
Skills
User-centered Design, User Experience, Information Architecture, Interaction Design, Information Design, User Interface Design, Agile Methodologies, User Experience Design, Usability Testing, Usability, User Interface, Experience Design, Web Design, Creative Direction
Education
Bates College 1987 — 1991
BA, German Language and Literature
University of Tübingen 1989 — 1990
JYA, German Language and Literature
Mount Saint Joseph Academy 1983 — 1987
HS Diploma, General
Fidelity Investments August 2011 - Present
New York Life Insurance Company June 2010 - August 2011
Ringel Rice, LLC March 2009 - March 2010
Fidelity Investments February 2001 - February 2009
Fidelity Investments July 1999 - January 2001
Fidelity Investments May 1993 - June 1999
Skills
User-centered Design, User Experience, Information Architecture, Interaction Design, Information Design, User Interface Design, Agile Methodologies, User Experience Design, Usability Testing, Usability, User Interface, Experience Design, Web Design, Creative Direction
Education
Bates College 1987 — 1991
BA, German Language and Literature
University of Tübingen 1989 — 1990
JYA, German Language and Literature
Mount Saint Joseph Academy 1983 — 1987
HS Diploma, General
Jessica DiIanni's New York Life Insurance Company Experience July 2001 - Present
Job Corporate Vice President New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2001 - Present
Skills
Content Management, Access Database, Governance, Business Process..., Vendor Management, Vendor Relationships, Brand Management, Naming Conventions, Analysis, Financial Analysis, Fixed Annuities, Financial Services, Insurance, Life Insurance, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Management, Marketing
Lehigh University 1997 — 2001
New York Life Insurance Company July 2001 - Present
Skills
Content Management, Access Database, Governance, Business Process..., Vendor Management, Vendor Relationships, Brand Management, Naming Conventions, Analysis, Financial Analysis, Fixed Annuities, Financial Services, Insurance, Life Insurance, Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Management, Marketing
Lehigh University 1997 — 2001
Anderson Jones's New York Life Insurance Company Experience October 2013 - Present
Job Licensed Agent with New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
Bank of America March 2012 - September 2013
Tenet March 2007 - August 2012
PROFESSIONAL BANK March 2006 - March 2007
Skills
Life Insurance, Whole Life, Term Life Insurance, Long-term Care, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Risk Management, Analysis, Strategic Planning, Process Improvement
Education
Baylor University 2001 — 2004
BA, Communications
Drake University 1999 — 2001
Business
Highland Park High School 1996 — 1999
New York Life Insurance Company October 2013 - Present
Bank of America March 2012 - September 2013
Tenet March 2007 - August 2012
PROFESSIONAL BANK March 2006 - March 2007
Skills
Life Insurance, Whole Life, Term Life Insurance, Long-term Care, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Risk Management, Analysis, Strategic Planning, Process Improvement
Education
Baylor University 2001 — 2004
BA, Communications
Drake University 1999 — 2001
Business
Highland Park High School 1996 — 1999
Lynda Sookbir's New York Life Insurance Company Experience July 2006 - November 2010
Job Experienced Business Analyst at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance December 2010 - Present
New York Life Insurance Company July 2006 - November 2010
ABC Studios Signage November 2005 - April 2006
Lehman Brothers May 2005 - September 2005
Bravo Pizza May 2004 - September 2004
Francis S End D.D.S April 2002 - August 2002
Skills
Insurance, Access, Term Life Insurance, Lotus Notes, Visio, Adobe LiveCycle Designer, Business Analysis, HTML, eForms, SoapUI, Mainframe, Call Center, Customer Service, eSign, Adobe LiveCycle, Pronto, Call Centers, Windows 7, AFP, SDLC, SQL, Requirements Analysis, Adobe Livecycle..., Electronic Signatures, AlphaTrust, SOAP, JavaScript, Java, XML, XML Schema, COBOL, JCL, CSS, Image Editing, Fiddler, lotus no, Microsoft Office, Microsoft Project, Putty, Software Development, Requirements Gathering, Testing
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Francis Lewis High School 1998 — 2002
Diploma, Computer and Information Sciences and Support Services
New York Life Insurance December 2010 - Present
New York Life Insurance Company July 2006 - November 2010
ABC Studios Signage November 2005 - April 2006
Lehman Brothers May 2005 - September 2005
Bravo Pizza May 2004 - September 2004
Francis S End D.D.S April 2002 - August 2002
Skills
Insurance, Access, Term Life Insurance, Lotus Notes, Visio, Adobe LiveCycle Designer, Business Analysis, HTML, eForms, SoapUI, Mainframe, Call Center, Customer Service, eSign, Adobe LiveCycle, Pronto, Call Centers, Windows 7, AFP, SDLC, SQL, Requirements Analysis, Adobe Livecycle..., Electronic Signatures, AlphaTrust, SOAP, JavaScript, Java, XML, XML Schema, COBOL, JCL, CSS, Image Editing, Fiddler, lotus no, Microsoft Office, Microsoft Project, Putty, Software Development, Requirements Gathering, Testing
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Francis Lewis High School 1998 — 2002
Diploma, Computer and Information Sciences and Support Services
KaDarra Lowe's New York Life Insurance Company Experience October 2013 - July 2014
Job Content Manager
Industry Public Relations and Communications
Experience
New York Life Insurance Company October 2013 - July 2014
NYC Department of Parks & Recreation March 2012 - March 2013
Baruch College August 2009 - June 2011
The Nielsen Company July 2006 - March 2009
CBS Radio Sales May 2006 - July 2006
Skills
Online Advertising, Conflict Resolution, Survey Design, Public Speaking, Event Planning, Non-profits, Community Outreach, Social Media, Public Relations, Research, Strategic Communications, Qualitative Research, Editing, Project Management, Market Research, Onboarding, Training, Nonprofits, Data Analysis, Offer Creation, Reporting & Analysis, Strategy, Strategic Planning, Human Resources, Management, Proposal Writing, Analysis, Newsletters
Education
City University of New York-Baruch College 2009 — 2011
Master, Public Administration
University of North Carolina at Chapel Hill 2002 — 2006
BA, Communications
New York Life Insurance Company October 2013 - July 2014
NYC Department of Parks & Recreation March 2012 - March 2013
Baruch College August 2009 - June 2011
The Nielsen Company July 2006 - March 2009
CBS Radio Sales May 2006 - July 2006
Skills
Online Advertising, Conflict Resolution, Survey Design, Public Speaking, Event Planning, Non-profits, Community Outreach, Social Media, Public Relations, Research, Strategic Communications, Qualitative Research, Editing, Project Management, Market Research, Onboarding, Training, Nonprofits, Data Analysis, Offer Creation, Reporting & Analysis, Strategy, Strategic Planning, Human Resources, Management, Proposal Writing, Analysis, Newsletters
Education
City University of New York-Baruch College 2009 — 2011
Master, Public Administration
University of North Carolina at Chapel Hill 2002 — 2006
BA, Communications
Darren Kreitz's New York Life Insurance Company Experience March 2008 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2008 - Present
W.R. Taylor Wealth Management March 2007 - March 2008
Education
Baylor University 1987 — 1992
New York Life Insurance Company March 2008 - Present
W.R. Taylor Wealth Management March 2007 - March 2008
Education
Baylor University 1987 — 1992
Gilbert Hueyopa's New York Life Insurance Company Experience March 2012 - Present
Job Financial Representative with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
Down Syndrome Association of Central Texas (DSACT) 2010 - Present
Foundation Communities, Inc December 2010 - January 2012
The Community Builders March 2003 - December 2008
San Jose Redevelopment Agency 2000 - 2002
Skills
Affordable Housing, Community Development, Entitlements, Non-profits, Social Housing, Grant Writing, Project Management, Real Estate Development, Community Outreach, Program Management, Grants, Economic Development, Youth Development, Fundraising, Project Planning, Property Management, Non-profit..., Community Organizing, Mixed-use, Volunteer Management, Finance, Personal Finance, Licensed Life Insurance..., Retirement Planning, College Savings Plans, Annuity Sales, Long Term Care Insurance, Volunteering, Special Needs..., Business Planning, Estate Planning
Education
City University of New York-Baruch College 2000 — 2001
Master's degree, Public Administration
University of California, Irvine 1998 — 2000
BA, Sociology
New York Life Insurance Company March 2012 - Present
Down Syndrome Association of Central Texas (DSACT) 2010 - Present
Foundation Communities, Inc December 2010 - January 2012
The Community Builders March 2003 - December 2008
San Jose Redevelopment Agency 2000 - 2002
Skills
Affordable Housing, Community Development, Entitlements, Non-profits, Social Housing, Grant Writing, Project Management, Real Estate Development, Community Outreach, Program Management, Grants, Economic Development, Youth Development, Fundraising, Project Planning, Property Management, Non-profit..., Community Organizing, Mixed-use, Volunteer Management, Finance, Personal Finance, Licensed Life Insurance..., Retirement Planning, College Savings Plans, Annuity Sales, Long Term Care Insurance, Volunteering, Special Needs..., Business Planning, Estate Planning
Education
City University of New York-Baruch College 2000 — 2001
Master's degree, Public Administration
University of California, Irvine 1998 — 2000
BA, Sociology
Fannie Huang's New York Life Insurance Company Experience November 2014 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company August 2012 - November 2014
New York Life October 2008 - August 2012
American International Group, Inc. April 2008 - May 2008
IRS Volunteer Income Tax Assistance Program January 2007 - April 2007
Skills
Financial Analysis, Fixed Income, Equities, PowerPoint, Microsoft Word, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College
BBA, Finance
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company August 2012 - November 2014
New York Life October 2008 - August 2012
American International Group, Inc. April 2008 - May 2008
IRS Volunteer Income Tax Assistance Program January 2007 - April 2007
Skills
Financial Analysis, Fixed Income, Equities, PowerPoint, Microsoft Word, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College
BBA, Finance
Jean Sheridan's New York Life Insurance Company Experience June 2004 - Present
Job Assistant Product Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2004 - Present
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
MBA, Management
Saint John's University 1980 — 1984
New York Life Insurance Company June 2004 - Present
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
MBA, Management
Saint John's University 1980 — 1984
Mery Collado-Nunez's New York Life Insurance Company Experience August 2009 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2009 - Present
Goldman Sachs November 1999 - November 2008
Skills
Financial Markets, Account Management, Series 7, Management, Financial Services, Fixed Income, Consulting, Prime Brokerage, Options, Equities, Leadership, FINRA, Series 63, Hedge Funds, Middle Office, Mutual Funds, Insurance
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Bachelors, Finance & Investments
New York Life Insurance Company August 2009 - Present
Goldman Sachs November 1999 - November 2008
Skills
Financial Markets, Account Management, Series 7, Management, Financial Services, Fixed Income, Consulting, Prime Brokerage, Options, Equities, Leadership, FINRA, Series 63, Hedge Funds, Middle Office, Mutual Funds, Insurance
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Bachelors, Finance & Investments
Mary Cho's New York Life Insurance Company Experience October 2009 - December 2012
Job Global IT Sourcing Professional
Industry Financial Services
Experience
Moody's Corporation January 2013 - April 2014
New York Life Insurance Company October 2009 - December 2012
Skills
Consulting, Contract Negotiation, Cross-functional Team..., Customer Service, Financial Analysis, Financial Services, Process Improvement, Procurement, Professional Services, Program Management, Risk Management, Sourcing, Strategic Sourcing, Vendor Management
Education
City University of New York-Baruch College
BBA, Business, Management, Marketing, and Related Support Services
Moody's Corporation January 2013 - April 2014
New York Life Insurance Company October 2009 - December 2012
Skills
Consulting, Contract Negotiation, Cross-functional Team..., Customer Service, Financial Analysis, Financial Services, Process Improvement, Procurement, Professional Services, Program Management, Risk Management, Sourcing, Strategic Sourcing, Vendor Management
Education
City University of New York-Baruch College
BBA, Business, Management, Marketing, and Related Support Services
Renate Thelian Spiegel's New York Life Insurance Company Experience July 1980 - February 1994
Job Applications Project Manager at New York Life Insurance Co
Industry Insurance
Experience
New York Life Insurance Co March 1994 - Present
New York Life Insurance Company July 1980 - February 1994
Skills
Microsoft SQL Server, ASP.NET, Visual Studio, Visual Basic, Programming, Business Analysis, SDLC, Software Development, SQL, Systems Analysis, Project Management, Visio, Windows, Access, Testing, Customer Service
Education
Baruch College, City University of New York (CUNY) 1984 — 1993
BBA, Organizational Behavior, Psychology
New York Life Insurance Co March 1994 - Present
New York Life Insurance Company July 1980 - February 1994
Skills
Microsoft SQL Server, ASP.NET, Visual Studio, Visual Basic, Programming, Business Analysis, SDLC, Software Development, SQL, Systems Analysis, Project Management, Visio, Windows, Access, Testing, Customer Service
Education
Baruch College, City University of New York (CUNY) 1984 — 1993
BBA, Organizational Behavior, Psychology
Greg Appel's New York Life Insurance Company Experience June 1974 - December 2012
Job Retired New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 1974 - December 2012
Education
Baruch College, City University of New York (CUNY) 1970 — 1974
BBA, Marketing and Insurance
New York Life Insurance Company June 1974 - December 2012
Education
Baruch College, City University of New York (CUNY) 1970 — 1974
BBA, Marketing and Insurance
Denise Davey Zaine's New York Life Insurance Company Experience 1984 - 1989
Job Cigna IT Global Svcs Grp
Industry Insurance
Experience
Cigna June 2015 - Present
CIGNA January 2012 - Present
CIGNA Healthcare September 2006 - Present
Lincoln Financial Advisors September 1999 - September 2006
Aetna Insurance Co. June 1989 - July 1999
New York Life Insurance Company 1984 - 1989
Education
Bay Path College 1990 — 1991
Various, Company Specific Job Related Courses
Cigna June 2015 - Present
CIGNA January 2012 - Present
CIGNA Healthcare September 2006 - Present
Lincoln Financial Advisors September 1999 - September 2006
Aetna Insurance Co. June 1989 - July 1999
New York Life Insurance Company 1984 - 1989
Education
Bay Path College 1990 — 1991
Various, Company Specific Job Related Courses
Shiryl Dean's New York Life Insurance Company Experience 1987 - 1995
Job Vice Pres. at Bank of New York Mellon
Industry Banking
Experience
BNY Mellon July 2009 - Present
Bank of New York Mellon August 2004 - July 2009
MetLife April 1999 - July 2004
Aetna/NYLCare Health Plans 1995 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Project Management, Agile Methodologies, Training, Documentations, CMMI, Scrum, CMM, SDLC, Process Improvement, Risk Management, Program Management, Business Analysis, SharePoint, Change Management, Visio, Software Development, Software Project..., Software Quality..., MS Project, Software Documentation, PMO, PMP, Disaster Recovery, Management, Project Portfolio..., ITIL, Microsoft Project
Education
Pace University 2000 — 2009
DPS, Computing
Baruch College, City University of New York (CUNY) 1996 — 1998
M.S., Business Computer Information Systems
New York University 1993 — 1994
Diploma, Systems Analysis
Saint John's University 1980 — 1984
B.S., Correctional Counseling
BNY Mellon July 2009 - Present
Bank of New York Mellon August 2004 - July 2009
MetLife April 1999 - July 2004
Aetna/NYLCare Health Plans 1995 - 1999
New York Life Insurance Company 1987 - 1995
Skills
Project Management, Agile Methodologies, Training, Documentations, CMMI, Scrum, CMM, SDLC, Process Improvement, Risk Management, Program Management, Business Analysis, SharePoint, Change Management, Visio, Software Development, Software Project..., Software Quality..., MS Project, Software Documentation, PMO, PMP, Disaster Recovery, Management, Project Portfolio..., ITIL, Microsoft Project
Education
Pace University 2000 — 2009
DPS, Computing
Baruch College, City University of New York (CUNY) 1996 — 1998
M.S., Business Computer Information Systems
New York University 1993 — 1994
Diploma, Systems Analysis
Saint John's University 1980 — 1984
B.S., Correctional Counseling
Kathleen Navarro's New York Life Insurance Company Experience January 2015 - Present
Job Chief Diversity Officer at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company 2012 - 2014
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2007 - 2010
New York Life Insurance Company 2006 - 2007
New York Life Insurance Company 2004 - 2005
New York Life Insurance Company 2003 - 2004
New York Life Insurance Company 2001 - 2003
New York Life Insurance Company 1998 - 2000
New York Life Insurance Company 1997 - 1998
Skills
Risk Management, Fixed Annuities, Retirement Planning, Retirement, Financial Services, Management, Insurance, Investments, Strategic Financial..., Mutual Funds, Process Improvement, Leadership, Budgets, Life Insurance, Financial Analysis, Series 63, Series 7, Strategic Planning, Financial Planning, Strategy
Education
Baruch College
Master of Business Administration (M.B.A.), Accounting
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS), Statistics and Management
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company 2012 - 2014
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2007 - 2010
New York Life Insurance Company 2006 - 2007
New York Life Insurance Company 2004 - 2005
New York Life Insurance Company 2003 - 2004
New York Life Insurance Company 2001 - 2003
New York Life Insurance Company 1998 - 2000
New York Life Insurance Company 1997 - 1998
Skills
Risk Management, Fixed Annuities, Retirement Planning, Retirement, Financial Services, Management, Insurance, Investments, Strategic Financial..., Mutual Funds, Process Improvement, Leadership, Budgets, Life Insurance, Financial Analysis, Series 63, Series 7, Strategic Planning, Financial Planning, Strategy
Education
Baruch College
Master of Business Administration (M.B.A.), Accounting
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS), Statistics and Management
Gloria Robinson's New York Life Insurance Company Experience May 2011 - May 2014
Job Registered Financial Representative/Business Specialist
Industry Financial Services
Experience
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Stephen J. Utley, MBA, CSCS's New York Life Insurance Company Experience September 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
SJU Consulting LLC January 1999 - Present
Jack Kelly and Partners 1999 - 2002
Asphalt Green 1997 - 1999
Gerard Klauer and Mattison 1995 - 1997
Skills
Business Development, Operations Management, Sales Prospecting, Marketing, Client Relationship..., Event Management, Events Organizer, Team Leadership, Financial Analysis, Statistical Data..., Predictive Modeling, Data Mining, CRM, Leadership, Management, Recruiting, Sales, Marketing Strategy, Finance, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Nottingham University 1989 — 1992
Bachelor's degree, Industrial economics, II 1
carres grammar 1981 — 1988
New York Life Insurance Company September 2013 - Present
SJU Consulting LLC January 1999 - Present
Jack Kelly and Partners 1999 - 2002
Asphalt Green 1997 - 1999
Gerard Klauer and Mattison 1995 - 1997
Skills
Business Development, Operations Management, Sales Prospecting, Marketing, Client Relationship..., Event Management, Events Organizer, Team Leadership, Financial Analysis, Statistical Data..., Predictive Modeling, Data Mining, CRM, Leadership, Management, Recruiting, Sales, Marketing Strategy, Finance, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Nottingham University 1989 — 1992
Bachelor's degree, Industrial economics, II 1
carres grammar 1981 — 1988
Steven Boffa's New York Life Insurance Company Experience June 2012 - June 2013
Job HR Associate, Corporate and Investment Bank at JPMorgan Chase & Co.
Industry Human Resources
Experience
JPMorgan Chase & Co. October 2014 - Present
BlackRock June 2013 - October 2014
New York Life Insurance Company June 2012 - June 2013
Credit Suisse February 2011 - June 2012
EMC January 2011 - February 2011
Deutsche Bank April 2010 - January 2011
Baruch College September 2007 - April 2010
New York Presbyterian Hospital January 2009 - May 2009
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., PeopleSoft, Background Checks, Payroll, Human Resources, BrassRing, Accounts Payable, Accounts Receivable, Sales Compensation, SAP, New Hire Paperwork, ADP Payroll, Sourcing, HRIS, Management, Interviews, Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Human Resources Management
JPMorgan Chase & Co. October 2014 - Present
BlackRock June 2013 - October 2014
New York Life Insurance Company June 2012 - June 2013
Credit Suisse February 2011 - June 2012
EMC January 2011 - February 2011
Deutsche Bank April 2010 - January 2011
Baruch College September 2007 - April 2010
New York Presbyterian Hospital January 2009 - May 2009
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., PeopleSoft, Background Checks, Payroll, Human Resources, BrassRing, Accounts Payable, Accounts Receivable, Sales Compensation, SAP, New Hire Paperwork, ADP Payroll, Sourcing, HRIS, Management, Interviews, Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Human Resources Management
Svetlana Zverinskiy's New York Life Insurance Company Experience October 2001 - May 2008
Job Manager Capital Stress Testing at AIG
Industry Financial Services
Experience
AIG April 2015 - Present
AIG May 2008 - April 2015
New York Life Insurance Company October 2001 - May 2008
Prudential Financial May 1998 - October 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Controls, US GAAP, GAAP, Auditing, SEC filings, General Ledger, Financial Accounting, Account Reconciliation, Financial Statements, Variance Analysis, Internal Audit, Insurance
Education
City University of New York-Baruch College 1991 — 1996
BBA, Accounting
AIG April 2015 - Present
AIG May 2008 - April 2015
New York Life Insurance Company October 2001 - May 2008
Prudential Financial May 1998 - October 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Internal Controls, US GAAP, GAAP, Auditing, SEC filings, General Ledger, Financial Accounting, Account Reconciliation, Financial Statements, Variance Analysis, Internal Audit, Insurance
Education
City University of New York-Baruch College 1991 — 1996
BBA, Accounting
James Pritchett's New York Life Insurance Company Experience June 1988 - July 1994
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide March 2012 - Present
Consultant November 2010 - March 2012
Morgan Stanley July 1997 - July 2010
MetLife July 1994 - July 1997
New York Life Insurance Company June 1988 - July 1994
Skills
Mutual Funds, Series 7, Investments, Series 63, Financial Services, Risk Management, Wealth Management, Retirement Planning, Insurance, Product Development, Fixed Annuities, Management, FINRA, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Finance & Investments
University at Albany, SUNY
BA, Psychology, Business
Nationwide March 2012 - Present
Consultant November 2010 - March 2012
Morgan Stanley July 1997 - July 2010
MetLife July 1994 - July 1997
New York Life Insurance Company June 1988 - July 1994
Skills
Mutual Funds, Series 7, Investments, Series 63, Financial Services, Risk Management, Wealth Management, Retirement Planning, Insurance, Product Development, Fixed Annuities, Management, FINRA, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Finance & Investments
University at Albany, SUNY
BA, Psychology, Business
Wing-po To's New York Life Insurance Company Experience October 2011 - December 2013
Job Consultant at WPT & Associates
Industry Management Consulting
Experience
WPT & Associates September 2009 - Present
New York Life Insurance Company October 2011 - December 2013
The Richline Group, a Berkshire Hathaway Company July 2007 - May 2009
Michael Anthony Jewelers, Inc. February 2001 - June 2007
Michael Anthony Jewelers, Inc. November 1999 - January 2001
Andin International 1989 - 1996
Skills
Leadership, Luxury Goods, Wholesale, Retail, Product Development, Merchandising, Marketing Strategy, Strategic Planning, Business Strategy, Forecasting, Management, Inventory Management, Microsoft Dynamics NAV, E-commerce
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA
WPT & Associates September 2009 - Present
New York Life Insurance Company October 2011 - December 2013
The Richline Group, a Berkshire Hathaway Company July 2007 - May 2009
Michael Anthony Jewelers, Inc. February 2001 - June 2007
Michael Anthony Jewelers, Inc. November 1999 - January 2001
Andin International 1989 - 1996
Skills
Leadership, Luxury Goods, Wholesale, Retail, Product Development, Merchandising, Marketing Strategy, Strategic Planning, Business Strategy, Forecasting, Management, Inventory Management, Microsoft Dynamics NAV, E-commerce
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA
Fanny Valle's New York Life Insurance Company Experience April 1994 - November 1998
Job Officer at XL Capital
Industry Insurance
Experience
XL Catlin October 2007 - Present
Swiss Re August 2005 - October 2007
TIAA-CREF November 1998 - March 2001
New York Life Insurance Company April 1994 - November 1998
Skills
Reinsurance, GAAP, Financial Analysis, Internal Audit, Financial Statements, Insurance, External Audit, General Ledger, Statutory Accounting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
XL Catlin October 2007 - Present
Swiss Re August 2005 - October 2007
TIAA-CREF November 1998 - March 2001
New York Life Insurance Company April 1994 - November 1998
Skills
Reinsurance, GAAP, Financial Analysis, Internal Audit, Financial Statements, Insurance, External Audit, General Ledger, Statutory Accounting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Tracey Wright Jr.'s New York Life Insurance Company Experience November 2012 - July 2013
Job Financial Sales Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass August 2013 - Present
New York Life Insurance Company November 2012 - July 2013
Scott and White September 2010 - November 2012
Robinson Family Healthcare August 2006 - September 2010
Cheddar's Casual Cafe February 2005 - August 2006
Twin Rivers Golf Club May 2002 - August 2005
Logan's Roadhouse August 2004 - February 2005
Skills
Medical Records, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, PowerPoint, Golf, Real Estate, Data Entry, Insurance, Life Insurance, Finance, Portfolio Management, Banking, Financial Services, Mutual Funds, Loans, Investments, Mortgage Lending, Leadership, Sales
Education
Baylor University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate and Finance
Baylor University - Hankamer School of Business 2007 — 2010
BBA
BBVA Compass August 2013 - Present
New York Life Insurance Company November 2012 - July 2013
Scott and White September 2010 - November 2012
Robinson Family Healthcare August 2006 - September 2010
Cheddar's Casual Cafe February 2005 - August 2006
Twin Rivers Golf Club May 2002 - August 2005
Logan's Roadhouse August 2004 - February 2005
Skills
Medical Records, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, PowerPoint, Golf, Real Estate, Data Entry, Insurance, Life Insurance, Finance, Portfolio Management, Banking, Financial Services, Mutual Funds, Loans, Investments, Mortgage Lending, Leadership, Sales
Education
Baylor University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate and Finance
Baylor University - Hankamer School of Business 2007 — 2010
BBA
Chuck Ham's New York Life Insurance Company Experience 2003 - 2009
Job CPA Al Pugh & Company
Industry Financial Services
Experience
Al Pugh & Company (previously self employed) 1985 - Present
Advocare June 2008 - Present
UIL basketball official October 2013 - Present
Davis Hawn Lumber 2012 - 2013
TPC San Antonio December 2009 - 2012
New York Life Insurance Company 2003 - 2009
Texas Lions League for Children, Inc. 1993 - 2002
Schulse Hartwig Richter CPA's 1985 - 1993
Skills
Inventory Management, Customer Service, Budgets, Sports, Merchandising, Sales, Event Planning, Team Building, Strategic Planning, Microsoft Office, Microsoft Excel, Team Leadership, Management, Leadership, Microsoft Word, Account Management
Education
Baylor University 1980 — 1984
BBA, Accounting
Deer Park High School
Deer Park High School
Al Pugh & Company (previously self employed) 1985 - Present
Advocare June 2008 - Present
UIL basketball official October 2013 - Present
Davis Hawn Lumber 2012 - 2013
TPC San Antonio December 2009 - 2012
New York Life Insurance Company 2003 - 2009
Texas Lions League for Children, Inc. 1993 - 2002
Schulse Hartwig Richter CPA's 1985 - 1993
Skills
Inventory Management, Customer Service, Budgets, Sports, Merchandising, Sales, Event Planning, Team Building, Strategic Planning, Microsoft Office, Microsoft Excel, Team Leadership, Management, Leadership, Microsoft Word, Account Management
Education
Baylor University 1980 — 1984
BBA, Accounting
Deer Park High School
Deer Park High School
Marcia Lewis's New York Life Insurance Company Experience June 1980 - Present
Job Senior Associate at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company June 1980 - Present
Education
Baruch College, City University of New York (CUNY) 1977 — 1980
BBA, Quantative Management
New York Life Insurance Company June 1980 - Present
Education
Baruch College, City University of New York (CUNY) 1977 — 1980
BBA, Quantative Management
Neil Braverman's New York Life Insurance Company Experience June 1987 - July 1997
Job Project Manager Metropolitan Life Insurance Company
Industry Insurance
Experience
Metropolitan Life Insurance Company March 2005 - Present
Metropolitan Life Insurance Company July 1997 - March 2005
New York Life Insurance Company June 1987 - July 1997
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
MBA, Marketing
State University of New York College at Plattsburgh 1983 — 1987
BA
Metropolitan Life Insurance Company March 2005 - Present
Metropolitan Life Insurance Company July 1997 - March 2005
New York Life Insurance Company June 1987 - July 1997
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
MBA, Marketing
State University of New York College at Plattsburgh 1983 — 1987
BA
Ivan Pang's New York Life Insurance Company Experience December 2010 - September 2012
Job Senior Accountant at Cushman & Wakefield/CitiBank
Industry Accounting
Experience
Cushman & Wakefield/CitiBank March 2014 - Present
Accounting consulting firms October 2012 - February 2014
New York Life Insurance Company December 2010 - September 2012
Related Management Company April 2009 - July 2010
Vantage Management Service LLC April 2007 - March 2008
Cooper Square Realty February 2006 - April 2007
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Real Estate, Budgets, Accounts Payable, Account Reconciliation, Microsoft Excel, Accounts Receivable, Financial Accounting, QuickBooks, Auditing, Internal Controls, GAAP, Microsoft Office, Variance Analysis, Property Management, Cash Flow, Investments
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Cushman & Wakefield/CitiBank March 2014 - Present
Accounting consulting firms October 2012 - February 2014
New York Life Insurance Company December 2010 - September 2012
Related Management Company April 2009 - July 2010
Vantage Management Service LLC April 2007 - March 2008
Cooper Square Realty February 2006 - April 2007
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Real Estate, Budgets, Accounts Payable, Account Reconciliation, Microsoft Excel, Accounts Receivable, Financial Accounting, QuickBooks, Auditing, Internal Controls, GAAP, Microsoft Office, Variance Analysis, Property Management, Cash Flow, Investments
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Savi Rubin's New York Life Insurance Company Experience 2010 - March 2013
Job Consultant
Industry Financial Services
Experience
independent March 2013 - Present
New York Life Insurance Company 2010 - March 2013
580 Fifth Ave New York NY October 1998 - September 2000
19th Steet New York NY August 1996 - March 1998
Skills
Financial Reporting, Accounting, Excel, PowerPoint, Word, QuickBooks, Microsoft Excel, Outlook, Spreadsheets, Account Reconciliation, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Finance, Access, Budgets, Bookkeeping, Strategic Financial..., Forecasting, Payroll, Analysis, Tax, Microsoft Office, Data Analysis, Time Management, Process Improvement, Internal Controls, Strategic Planning, Team Building, Human Resources, Variance Analysis, Negotiation, Employee Relations, Employee Benefits, Recruiting, Financial Modeling, Financial Accounting, PeopleSoft
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2010
management, Accounting, Finance
Baruch College, City University of New York (CUNY)
independent March 2013 - Present
New York Life Insurance Company 2010 - March 2013
580 Fifth Ave New York NY October 1998 - September 2000
19th Steet New York NY August 1996 - March 1998
Skills
Financial Reporting, Accounting, Excel, PowerPoint, Word, QuickBooks, Microsoft Excel, Outlook, Spreadsheets, Account Reconciliation, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Finance, Access, Budgets, Bookkeeping, Strategic Financial..., Forecasting, Payroll, Analysis, Tax, Microsoft Office, Data Analysis, Time Management, Process Improvement, Internal Controls, Strategic Planning, Team Building, Human Resources, Variance Analysis, Negotiation, Employee Relations, Employee Benefits, Recruiting, Financial Modeling, Financial Accounting, PeopleSoft
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2010
management, Accounting, Finance
Baruch College, City University of New York (CUNY)
Libby Hoffert's New York Life Insurance Company Experience June 2010 - May 2011
Job Expanding Career Opportunities
Industry Human Resources
Experience
Arbonne Independent Consultant November 2014 - Present
Zumba December 2013 - Present
New York Life Insurance Company June 2010 - May 2011
New York Life Insurance Company October 2000 - August 2006
Skills
Human Resources, Interviews, Leadership, Management, Recruiting, Screening, Sourcing
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Business Management, Human Resources and I/O Psychology
Queensborough Community College 2001 — 2005
Business Administration
Shevach High School 1996 — 2000
Arbonne Independent Consultant November 2014 - Present
Zumba December 2013 - Present
New York Life Insurance Company June 2010 - May 2011
New York Life Insurance Company October 2000 - August 2006
Skills
Human Resources, Interviews, Leadership, Management, Recruiting, Screening, Sourcing
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Business Management, Human Resources and I/O Psychology
Queensborough Community College 2001 — 2005
Business Administration
Shevach High School 1996 — 2000
Kenneth McDaniel's New York Life Insurance Company Experience 1978 - 1984
Job Operations Business Analyst at Greater Dayton Regional Transit Authority
Industry Transportation/Trucking/Railroad
Experience
Greater Dayton Regional Transit Authority January 2003 - Present
EDS Group 1986 - 2002
Software Design Assoc 1984 - 1986
New York Life Insurance Company 1978 - 1984
Skills
Budgets, Outlook, Project Planning, Management, Contract Management, Microsoft Excel, Transportation..., Access, Software Documentation, Microsoft Office, Employee Relations, Performance Management, Labor Relations, LTL, Data Entry, Programming, Crystal Reports, Metrics, Quality Assurance, Mainframe, Transportation, Operations Management, Leadership, Public Transport, Process Improvement, Customer Service, PL/1
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Marketing / Insurance
Greater Dayton Regional Transit Authority January 2003 - Present
EDS Group 1986 - 2002
Software Design Assoc 1984 - 1986
New York Life Insurance Company 1978 - 1984
Skills
Budgets, Outlook, Project Planning, Management, Contract Management, Microsoft Excel, Transportation..., Access, Software Documentation, Microsoft Office, Employee Relations, Performance Management, Labor Relations, LTL, Data Entry, Programming, Crystal Reports, Metrics, Quality Assurance, Mainframe, Transportation, Operations Management, Leadership, Public Transport, Process Improvement, Customer Service, PL/1
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Marketing / Insurance
John Rabovich's New York Life Insurance Company Experience November 2010 - January 2011
Job Financial Analyst at New York University
Industry Accounting
Experience
New York University May 2015 - Present
Weill Cornell Medical College April 2011 - May 2015
PM Sports January 2011 - March 2011
New York Life Insurance Company November 2010 - January 2011
JJD Management and Development May 2010 - October 2010
360 Professional Resources June 2008 - August 2008
Conde Nast Publications June 2007 - July 2007
Skills
Account Reconciliation, Microsoft Excel, Microsoft Office, Management, Accounting, Financial Statements, Finance, PowerPoint, Social Media, QuickBooks, Accounts Receivable, Financial Analysis, Accounts Payable, R, Statistical Data..., SAS Programming, SPSS
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's degree, Statistics, 3.2 GPA
Columbia University in the City of New York 2011 — 2012
Mathematics
Syracuse University 2006 — 2010
BA, Economics, Psychology
New York University May 2015 - Present
Weill Cornell Medical College April 2011 - May 2015
PM Sports January 2011 - March 2011
New York Life Insurance Company November 2010 - January 2011
JJD Management and Development May 2010 - October 2010
360 Professional Resources June 2008 - August 2008
Conde Nast Publications June 2007 - July 2007
Skills
Account Reconciliation, Microsoft Excel, Microsoft Office, Management, Accounting, Financial Statements, Finance, PowerPoint, Social Media, QuickBooks, Accounts Receivable, Financial Analysis, Accounts Payable, R, Statistical Data..., SAS Programming, SPSS
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's degree, Statistics, 3.2 GPA
Columbia University in the City of New York 2011 — 2012
Mathematics
Syracuse University 2006 — 2010
BA, Economics, Psychology
Shreeju Shrestha's New York Life Insurance Company Experience July 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
2008 - Present Geneva World Wide January 2008 - Present
2006 - 2007Baruch College January 2006 - January 2007
2005 All Commercial Construction October 2002 - October 2005
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance & Investment
Baruch College - Zicklin School of Business/CUNY
Bachelor of Business Administration, Finance & Investment; Business Administration
New York Life Insurance Company July 2010 - Present
2008 - Present Geneva World Wide January 2008 - Present
2006 - 2007Baruch College January 2006 - January 2007
2005 All Commercial Construction October 2002 - October 2005
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance & Investment
Baruch College - Zicklin School of Business/CUNY
Bachelor of Business Administration, Finance & Investment; Business Administration
Gary Aronowitz's New York Life Insurance Company Experience January 2010 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company November 1999 - December 2009
David Lerner Associates, inc. September 1996 - November 1999
Education
New York University School of Law 1975 — 1978
LL.M, Taxation
Northeastern University School of Law 1970 — 1973
J.D., Law
Baruch College, City University of New York (CUNY) 1967 — 1970
BBA, Accounting
The Bronx High School of Science 1962 — 1965
Academic
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company November 1999 - December 2009
David Lerner Associates, inc. September 1996 - November 1999
Education
New York University School of Law 1975 — 1978
LL.M, Taxation
Northeastern University School of Law 1970 — 1973
J.D., Law
Baruch College, City University of New York (CUNY) 1967 — 1970
BBA, Accounting
The Bronx High School of Science 1962 — 1965
Academic
Sheila Precious's New York Life Insurance Company Experience March 1970 - September 1984
Job
Industry
Experience
Combined Insruance 2000 - 2010
MetLife September 1984 - November 1998
New York Life Insurance Company March 1970 - September 1984
Education
Baruch College 1974 — 1977
MBA, Management
The George Washington University 1965 — 1969
BA, International Affairs
Combined Insruance 2000 - 2010
MetLife September 1984 - November 1998
New York Life Insurance Company March 1970 - September 1984
Education
Baruch College 1974 — 1977
MBA, Management
The George Washington University 1965 — 1969
BA, International Affairs
Vanetta English's New York Life Insurance Company Experience May 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Allstate Insurance, Robert Gigli Agency September 2012 - Present
Citi Personal Wealth Management (formerly Citi Smith Barney) March 2007 - May 2010
Cantor Fitzgerald 2006 - 2006
RBC Wealth Management 2005 - 2006
J.P. Morgan Chase Investments Services Corporation 2002 - 2004
Whale Securities 1997 - 2001
Gruntal & Co. 1993 - 1996
Shearson Lehman Hutton 1988 - 1990
Skills
Series 7, Securities, Equities, Fixed Income, Annuities, Series 63, Series 65, Fixed Annuities, Finance, Wealth Management, Trading, Options, Mutual Funds, Private Equity, FINRA, Portfolio Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Hillcrest H.S.
New York Life Insurance Company May 2015 - Present
Allstate Insurance, Robert Gigli Agency September 2012 - Present
Citi Personal Wealth Management (formerly Citi Smith Barney) March 2007 - May 2010
Cantor Fitzgerald 2006 - 2006
RBC Wealth Management 2005 - 2006
J.P. Morgan Chase Investments Services Corporation 2002 - 2004
Whale Securities 1997 - 2001
Gruntal & Co. 1993 - 1996
Shearson Lehman Hutton 1988 - 1990
Skills
Series 7, Securities, Equities, Fixed Income, Annuities, Series 63, Series 65, Fixed Annuities, Finance, Wealth Management, Trading, Options, Mutual Funds, Private Equity, FINRA, Portfolio Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Hillcrest H.S.
Stephanie Lew's New York Life Insurance Company Experience June 2004 - September 2004
Job Tax Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PwC June 2005 - August 2005
New York Life Insurance Company June 2004 - September 2004
Skills
Accounting, Account Reconciliation, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Tax, Corporate Tax, FATCA, Due Diligence, Tax Operations, Global Information..., US GAAP, Tax Accounting, SEC filings, Income Tax, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting
Macaulay Honors College
Townsend Harris High School
PwC June 2005 - August 2005
New York Life Insurance Company June 2004 - September 2004
Skills
Accounting, Account Reconciliation, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Tax, Corporate Tax, FATCA, Due Diligence, Tax Operations, Global Information..., US GAAP, Tax Accounting, SEC filings, Income Tax, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting
Macaulay Honors College
Townsend Harris High School
Jane Ng, CPA, CIA's New York Life Insurance Company Experience June 2006 - October 2011
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2012 - Present
Morgan Stanley October 2011 - October 2012
New York Life Insurance Company June 2006 - October 2011
New York Life Insurance Company March 2005 - June 2006
Skills
Financial Analysis, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, Statutory Accounting, Internal Audit, Analytics
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Credit Suisse October 2012 - Present
Morgan Stanley October 2011 - October 2012
New York Life Insurance Company June 2006 - October 2011
New York Life Insurance Company March 2005 - June 2006
Skills
Financial Analysis, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Accounting, Statutory Accounting, Internal Audit, Analytics
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Amelia Wells's New York Life Insurance Company Experience December 1989 - Present
Job Administrative Field Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 1989 - Present
Education
Holmes Community College 1987 — 1988
Associate of Arts (AA), Accounting
Baylor University
New York Life Insurance Company December 1989 - Present
Education
Holmes Community College 1987 — 1988
Associate of Arts (AA), Accounting
Baylor University
Patty Liu's New York Life Insurance Company Experience 2014 - June 2015
Job Procurement Specialist at THIRTEEN/WNET
Industry Apparel & Fashion
Experience
Thirteen/WNET September 2015 - Present
New York Life Insurance Company 2014 - June 2015
PS Brands, LLC 2011 - 2013
G-III Apparel Group 2010 - 2011
SKF International 2007 - 2008
Davis & Warshow, Inc. 2006 - 2007
Skills
Microsoft Office, Customer Service, Product Development, Production Planning, Inventory Management, Apparel, Financial Services, Life Insurance, Strategic Financial..., Finance, Fashion, Office Management, Account Management, Outerwear, handbag, Hosiery, Data Entry, Microsoft Word, Microsoft Excel, Social Media, Outlook, Leadership, Management, Public Speaking, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Baruch College, City University of New York (CUNY) 2005 — 2010
Thirteen/WNET September 2015 - Present
New York Life Insurance Company 2014 - June 2015
PS Brands, LLC 2011 - 2013
G-III Apparel Group 2010 - 2011
SKF International 2007 - 2008
Davis & Warshow, Inc. 2006 - 2007
Skills
Microsoft Office, Customer Service, Product Development, Production Planning, Inventory Management, Apparel, Financial Services, Life Insurance, Strategic Financial..., Finance, Fashion, Office Management, Account Management, Outerwear, handbag, Hosiery, Data Entry, Microsoft Word, Microsoft Excel, Social Media, Outlook, Leadership, Management, Public Speaking, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Baruch College, City University of New York (CUNY) 2005 — 2010
William Yuen-Chong's New York Life Insurance Company Experience
Job Director Service at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Retirement, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Pensions, Mutual Funds, Financial Services, Fixed Annuities, Microsoft Excel, Outlook, Financial Analysis, Employee Benefits, Customer Service, Financial Planning, Microsoft Office, Insurance
Education
Long Island University 1983 — 1985
MBA, Finance
Baruch College 1979 — 1982
BBA, Business Management
Borough of Manhattan Community College 1976 — 1978
AA, Liberal Arts
New York Life Insurance Company
Skills
Retirement, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Pensions, Mutual Funds, Financial Services, Fixed Annuities, Microsoft Excel, Outlook, Financial Analysis, Employee Benefits, Customer Service, Financial Planning, Microsoft Office, Insurance
Education
Long Island University 1983 — 1985
MBA, Finance
Baruch College 1979 — 1982
BBA, Business Management
Borough of Manhattan Community College 1976 — 1978
AA, Liberal Arts
William Halvorsen's New York Life Insurance Company Experience April 2013 - Present
Job Insurance Agent at New York Life Insurance Company
Industry International Affairs
Experience
New York Life Insurance Company April 2013 - Present
The Fund for Peace February 2009 - June 2012
Ernst & Young April 1999 - January 2009
Skills
Accounting, Analysis, Financial Reporting, Excel, Budgeting, Policy, Program Management, Financial Accounting, Risk Management, General Ledger, Strategic Planning, Microsoft Excel, Corporate Finance, Spanish, Auditing, Leadership, Budgets, Social Media, Managerial Finance, Nonprofits, Management, Government, Financial Analysis, Strategic Financial..., Finance
Education
Baruch College, City University of New York (CUNY) 1970 — 1972
BS, Accounting
New York Life Insurance Company April 2013 - Present
The Fund for Peace February 2009 - June 2012
Ernst & Young April 1999 - January 2009
Skills
Accounting, Analysis, Financial Reporting, Excel, Budgeting, Policy, Program Management, Financial Accounting, Risk Management, General Ledger, Strategic Planning, Microsoft Excel, Corporate Finance, Spanish, Auditing, Leadership, Budgets, Social Media, Managerial Finance, Nonprofits, Management, Government, Financial Analysis, Strategic Financial..., Finance
Education
Baruch College, City University of New York (CUNY) 1970 — 1972
BS, Accounting
Irina Grischenko's New York Life Insurance Company Experience September 2014 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company June 2006 - September 2014
Baruch College January 2011 - December 2013
Skills
Project Management, Financial Analysis, Business Analysis, Finance, Leadership, Investments, Management, Analysis, Insurance, Microsoft Excel, Financial Modeling, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company June 2006 - September 2014
Baruch College January 2011 - December 2013
Skills
Project Management, Financial Analysis, Business Analysis, Finance, Leadership, Investments, Management, Analysis, Insurance, Microsoft Excel, Financial Modeling, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
LISA HE, CPA's New York Life Insurance Company Experience July 2007 - January 2010
Job Treasury Accountant at Corning Incorporated
Industry Accounting
Experience
Corning Incorporated September 2013 - Present
New York Life Insurance Company July 2007 - January 2010
Morgan Stanley April 2004 - July 2007
Morgan Stanley January 2001 - March 2004
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, 3.43
Corning Incorporated September 2013 - Present
New York Life Insurance Company July 2007 - January 2010
Morgan Stanley April 2004 - July 2007
Morgan Stanley January 2001 - March 2004
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, 3.43
Gene Berger's New York Life Insurance Company Experience April 1998 - September 2001
Job Balancer at Air Perfect Corp.
Industry Construction
Experience
Air Perfect Corp. June 1995 - Present
New York Life Insurance Company April 1998 - September 2001
Education
Baruch College 1993 — 1995
Bachelor's degree
Air Perfect Corp. June 1995 - Present
New York Life Insurance Company April 1998 - September 2001
Education
Baruch College 1993 — 1995
Bachelor's degree
yannylbis Jimenez's New York Life Insurance Company Experience December 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company December 2014 - Present
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Christine Rioux MacDonald's New York Life Insurance Company Experience January 2012 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
MissFit Hooping November 2008 - January 2012
The Body Shop At Home August 2006 - March 2009
Education
Southwest Missouri State University 1992 — 1994
Psychology, Creative Writing
Bay Path College 1990 — 1992
Interior Design
New York Life Insurance Company January 2012 - Present
MissFit Hooping November 2008 - January 2012
The Body Shop At Home August 2006 - March 2009
Education
Southwest Missouri State University 1992 — 1994
Psychology, Creative Writing
Bay Path College 1990 — 1992
Interior Design
Vincent Barberesi's New York Life Insurance Company Experience April 2004 - February 2006
Job Fund Manager at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2010 - Present
JP Morgan Private Equity Fund Services February 2006 - June 2010
New York Life Insurance Company April 2004 - February 2006
Skills
Private Equity, Fund Accounting, Financial Modeling, Alternative Investments, Valuation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
The Blackstone Group June 2010 - Present
JP Morgan Private Equity Fund Services February 2006 - June 2010
New York Life Insurance Company April 2004 - February 2006
Skills
Private Equity, Fund Accounting, Financial Modeling, Alternative Investments, Valuation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Kinfy Lee's New York Life Insurance Company Experience December 2011 - July 2012
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - July 2012
Asset Staffing August 2006 - August 2010
J.Crew April 2005 - June 2006
J.Crew November 2003 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
New York Life Insurance Company December 2011 - July 2012
Asset Staffing August 2006 - August 2010
J.Crew April 2005 - June 2006
J.Crew November 2003 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
Baruch College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
Martina John's New York Life Insurance Company Experience July 2013 - December 2013
Job Human Resources Coordinator
Industry Human Resources
Experience
New York Life Insurance Company July 2013 - December 2013
AXA Equitable September 2012 - June 2013
Credit Suisse July 2011 - May 2012
Baruch College Starr Career Development Center (SCDC) September 2010 - July 2011
U.S. Census Bureau April 2010 - July 2010
Baruch College Starr Career Development Center (SCDC) January 2009 - May 2010
Baruch College Undergraduate Admissions July 2007 - May 2010
Macmillan September 2009 - December 2009
Skills
Career Development, Recruiting, Diversity & Inclusion, College Recruiting, Event Planning, Customer Service, Teaching, People Skills, Resume Writing, Mock Interviews, Applicant Tracking..., PeopleSoft, Ultipro, Screening Resumes, Close Attention to..., Talent Acquisition, Community Outreach, Cover Letters, Interview Preparation, Background Checks, Interviewing Skills, Onboarding, Human Resources, Conflict Resolution, PowerPoint, Job Analysis, Job Fairs, Building Relationships, Employee Relations, Career Counseling, Interviews, New Hire Orientations, Screening, HRIS, Employee Engagement, Career Management, Time Management, Microsoft Office, Talent Management
Education
Baruch College 2006 — 2010
BBA, Industrial and Organizational Psychology
New York Life Insurance Company July 2013 - December 2013
AXA Equitable September 2012 - June 2013
Credit Suisse July 2011 - May 2012
Baruch College Starr Career Development Center (SCDC) September 2010 - July 2011
U.S. Census Bureau April 2010 - July 2010
Baruch College Starr Career Development Center (SCDC) January 2009 - May 2010
Baruch College Undergraduate Admissions July 2007 - May 2010
Macmillan September 2009 - December 2009
Skills
Career Development, Recruiting, Diversity & Inclusion, College Recruiting, Event Planning, Customer Service, Teaching, People Skills, Resume Writing, Mock Interviews, Applicant Tracking..., PeopleSoft, Ultipro, Screening Resumes, Close Attention to..., Talent Acquisition, Community Outreach, Cover Letters, Interview Preparation, Background Checks, Interviewing Skills, Onboarding, Human Resources, Conflict Resolution, PowerPoint, Job Analysis, Job Fairs, Building Relationships, Employee Relations, Career Counseling, Interviews, New Hire Orientations, Screening, HRIS, Employee Engagement, Career Management, Time Management, Microsoft Office, Talent Management
Education
Baruch College 2006 — 2010
BBA, Industrial and Organizational Psychology
Jayson Cadeau's New York Life Insurance Company Experience April 2006 - December 2006
Job Human Resources Administrator at Alvarez & Marsal
Industry Human Resources
Experience
Alvarez & Marsal September 2012 - Present
Coler Goldwater Speciality Hospital & Nursing Facility December 2011 - September 2012
The Guardian Life Insurance Company of America April 2007 - July 2009
New York Life Insurance Company April 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, PowerPoint, Employee Relations, Access, Outlook
Education
Baruch College 2009 — 2013
Bachelor of Science (B.S.), Industrial and Organizational Psychology
George Gershwin
Alvarez & Marsal September 2012 - Present
Coler Goldwater Speciality Hospital & Nursing Facility December 2011 - September 2012
The Guardian Life Insurance Company of America April 2007 - July 2009
New York Life Insurance Company April 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Human Resources, PowerPoint, Employee Relations, Access, Outlook
Education
Baruch College 2009 — 2013
Bachelor of Science (B.S.), Industrial and Organizational Psychology
George Gershwin
Xue Liang's New York Life Insurance Company Experience January 2014 - Present
Job Senior Tax Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Centerline Capital Group August 2008 - January 2014
Citi January 2007 - August 2008
Skills
GAAP, Tax, General Ledger, CPA, SEC filings, Tax Accounting, US GAAP, Financial Statements, Corporate Tax, Tax Preparation, Journal Entries
Education
Baruch College
Bachelor's degree, Accounting
New York Life Insurance Company January 2014 - Present
Centerline Capital Group August 2008 - January 2014
Citi January 2007 - August 2008
Skills
GAAP, Tax, General Ledger, CPA, SEC filings, Tax Accounting, US GAAP, Financial Statements, Corporate Tax, Tax Preparation, Journal Entries
Education
Baruch College
Bachelor's degree, Accounting
Michael Polgur's New York Life Insurance Company Experience May 2015 - August 2015
Job M.S. Accountancy Student at Baruch College | Incoming Finance Rotational Associate at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company May 2015 - August 2015
Philips International March 2014 - August 2014
NYSE Euronext January 2013 - October 2013
NYSE Euronext June 2013 - August 2013
Allstar Security & Consulting Inc. October 2012 - January 2013
Jill Miller and Associates P.C June 2012 - September 2012
NYC Department of Parks & Recreation July 2009 - September 2011
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master’s Degree, Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
New York Life Insurance Company May 2015 - August 2015
Philips International March 2014 - August 2014
NYSE Euronext January 2013 - October 2013
NYSE Euronext June 2013 - August 2013
Allstar Security & Consulting Inc. October 2012 - January 2013
Jill Miller and Associates P.C June 2012 - September 2012
NYC Department of Parks & Recreation July 2009 - September 2011
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master’s Degree, Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Tim Udager's New York Life Insurance Company Experience June 2000 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2000 - Present
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Financial Services, Marketing, Financial Planning, Long Term Care Insurance
Education
Baylor University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company June 2000 - Present
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Retirement Planning, Leadership, Microsoft Office, Financial Services, Marketing, Financial Planning, Long Term Care Insurance
Education
Baylor University 1988 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sam Zeng's New York Life Insurance Company Experience September 2013 - September 2014
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Community Healthcare Network November 2010 - September 2013
Skills
Financial Analysis, Finance, Asset Management, Financial Modeling, Investments, Financial Planning, Accounting, Analysis, Business Analysis
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan October 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Community Healthcare Network November 2010 - September 2013
Skills
Financial Analysis, Finance, Asset Management, Financial Modeling, Investments, Financial Planning, Accounting, Analysis, Business Analysis
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
wenlong wu's New York Life Insurance Company Experience January 2014 - Present
Job insurance sale agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
PS 184M September 2008 - May 2014
Burger King Corporation November 2007 - May 2014
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
New York Life Insurance Company January 2014 - Present
PS 184M September 2008 - May 2014
Burger King Corporation November 2007 - May 2014
Education
Baruch College, City University of New York (CUNY) 2011 — 2014
Lacy Johnson's New York Life Insurance Company Experience 2007 - 2007
Job Actively Seeking at Actively Seeking Employment
Industry Consumer Services
Experience
ACTIVELY SEEKING EMPLOYMENT! Daily Living Skills TeacherHurst-Euless-Bedford I.S.DAugust 2014 - June 2015
Keller ISD August 2009 - July 2014
Northwestern Mutual 2008 - 2008
TIAA-CREF 2007 - 2008
New York Life Insurance Company 2007 - 2007
TD Ameritrade 2006 - 2007
Skills
customer service, Qualified Teacher, Skilled Multi-tasker, Time Management, Organizational..., Computer Proficiency
Education
Baylor University 1995 — 1999
Bachelor’s Degree, Communication Sciences and Disorders, General
ACTIVELY SEEKING EMPLOYMENT! Daily Living Skills TeacherHurst-Euless-Bedford I.S.DAugust 2014 - June 2015
Keller ISD August 2009 - July 2014
Northwestern Mutual 2008 - 2008
TIAA-CREF 2007 - 2008
New York Life Insurance Company 2007 - 2007
TD Ameritrade 2006 - 2007
Skills
customer service, Qualified Teacher, Skilled Multi-tasker, Time Management, Organizational..., Computer Proficiency
Education
Baylor University 1995 — 1999
Bachelor’s Degree, Communication Sciences and Disorders, General