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
Stacy Adamuska Stacy Adamuska Dudley, Massachusetts Details
Stacy Adamuska's New York Life Insurance Company Experience September 2007 - August 2011
Job Business Manager at Tristate Toyota
Industry Financial Services
Experience
Tristate Toyota/ Scion   January 2014 - Present
Audi Shrewsbury   January 2011 - December 2013
New York Life Insurance Company   September 2007 - August 2011
Bancroft Motors   May 1999 - May 2006
Tristate Toyota Dodge   September 2002 - May 2004

Skills
Finance,, Sales, Negotiation, High Level Of Accuracy, Hands-on Training, Sales Management, Managing Finances, Money Management, Insurance, Extended Warranty, Protection, Estate Planning, Finance, Financial Services, Customer Retention, Customer Service, Leadership, Management, Retirement Planning, Sales Process, Strategic Financial..., Team Building

Education
The American College   2009 — 2012
ChFC, Financial Planning

The American College   2009 — 2010
LUTCF, Retirement Planning, Estate Planning, Long Term Care

Stephen Holton Stephen Holton Dallas, Texas Details
Stephen Holton's New York Life Insurance Company Experience April 2013 - February 2015
Job Dedicated to providing the most exemplary roofing services homeowners and businesses throughout the whole region.
Industry Wholesale
Experience
Blue Nail Enterprises   February 2015 - Present
New York Life Insurance Company   April 2013 - February 2015
Ben E. Keith Company  February 2010 - April 2013

Skills
401k Rollovers, Aunnity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Sales, Goal Oriented

Education
Texas Tech University   2003 — 2006
Sports and Exercise

Michael Lamsfuss, CLU, LUTCF Michael Lamsfuss, CLU, LUTCF Louisville, Kentucky Area Details
Michael Lamsfuss, CLU, LUTCF's New York Life Insurance Company Experience September 2006 - Present
Job Investment Adviser Representative at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  August 2012 - Present
New York Life Insurance Company   September 2006 - Present
MJML Services LLC   January 2001 - January 2006
Internet Tool & Die   2000 - 2001
Hillerich & Bradsby Co.   2000 - 2001
US Army  February 1996 - June 1998

Skills
Retirement, Retirement Planning, Disability Insurance, Estate Planning, Mutual Funds, Long-term Care, Fixed Annuities, Insurance, Wealth Management

Education
The American College   2012 — 2014
CLU, Charter Life Underwriter

University of Louisville   2001 — 2002
MEng, Computer Engineering and Computer Science

University of Louisville   1998 — 2001
BS, Computer Engineering and Computer Science

PJ Pfeifenberger LUTCF PJ Pfeifenberger LUTCF Colchester, Vermont Details
PJ Pfeifenberger LUTCF's New York Life Insurance Company Experience February 2003 - Present
Job Financial Services Professional helping businesses and families for over 12 years/ Life & Disability Insurance Guru
Industry Financial Services
Experience
NAIFA-Vermont   July 2015 - Present
New York Life Insurance Company   February 2003 - Present
NYLIFE Securities LLC  February 2003 - Present
South Burlington Rotary Club   July 2012 - June 2013
Club Metronome   1993 - 2006
Shearer Chevrolet   2000 - February 2003

Skills
Retirement Planning, Long Term Care, Insurance, Annuities, Customer Relations, Employee Benefits, Risk Management, Business Planning, Retirement, Disability Insurance, Securities, Succession Planning, Mutual Funds, Health Insurance, Life Insurance, Customer Service, Estate Planning, Ice Hockey, Snowboarding, Customer Support, Fixed Annuities, Strategic Financial..., Investments, Customer-focused, Determination to Succeed, IRAs, Sales, 401k, Finance, College Savings Plans, Term Life Insurance, Series 6, Financial Services, Variable Annuities, 401k Rollovers, Roth IRA, Whole Life, Key Person Protection, Collateral Assignment, Long-term Care, Long Term Care Insurance

Education
University of Vermont   1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

The American College   2003 — 2004
LUTCF Designation, Insurance

Woodstock Union High School   1989 — 1992

Juan Alcantar Juan Alcantar Odessa/Midland, Texas Area Details
Juan Alcantar's New York Life Insurance Company Experience August 2004 - December 2006
Job Advisor / Compliance Expert
Industry Oil & Energy
Experience
Fuller Safety & Compliance, LLC   2010 - Present
STA Benefits, Ltd. (AN NFP COMPANY)   July 2007 - Present
UTPB / Presidential Museum   2008 - 2012
New York Life Insurance Company   August 2004 - December 2006
US Navy  July 1997 - July 2002

Skills
SafeLand, SafeGulf, SEMS, TRAP Training, CPR Trainer, Supervisor Trainer, Facilitator, Instructor, Safety Director, Forklift Trainer, Hydrogen Sulfide Trainer, Financial Analysis, Retirement Plan..., Forklift Operator, Series 7, Retirement, Investments, Life Insurance, 401k, IRAs, Finance, Cpr Certified, Management, Safety, Public Speaking, Due Diligence, Fixed Annuities, Training, Energy, Mutual Funds

Education
Texas Tech University   2005 — 2007
M.S., Financial Planning

University of Texas Permian Basin   2005 — 2007
BA, Leadership Studies; Political Science

Jason Stockmaster Jason Stockmaster Painesville, Ohio Details
Jason Stockmaster's New York Life Insurance Company Experience February 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company   February 2009 - Present
NYLIFE Securities LLC  December 2009 - Present
Euclid Fish Company  September 1994 - February 2009

Education
The American College   2011 — 2012

Mentor High School   1992 — 1995
General Studies

Dae Chon Dae Chon Los Angeles, California Details
Dae Chon's New York Life Insurance Company Experience November 2003 - August 2011
Job Financial Advisor at Profectus Financial
Industry Financial Services
Experience
Profectus Financial   August 2011 - Present
RGL Group Financial   August 2011 - Present
New York Life Insurance Company   November 2003 - August 2011
Gateway  March 2001 - September 2003

Skills
Business Strategy, Financial Planners, Risk Management, Investments, Estate Planning, Key Person Protection, Life Insurance, Retirement Planning, Succession Planning, Fixed Assets, Disability Insurance, Long-term Care, 401k Rollovers, Wealth Preservation..., Investment Management, 401k, Asset Protection, Tax-advantaged..., Health Insurance, Guaranteed Lifetime..., Licensed Life & Health..., Investment Strategies, Commercial Insurance, Buy-sell Agreements, Individual Pension Plans, Strategic Financial..., Trust, Asset Allocation, Licensed Life Insurance..., Insurance, Series 63, Mutual Funds, Financial Analysis, College Funding..., Variable Life, Employee Benefits, SEP IRA, Wealth Management, Licensed to Sell..., Executive Benefit..., Wealth, Asset Management, IRAs, Roth IRA, Retirement

Education
The American College   1999 — 2003
Bachelor's degree, Network and System Administration/Administrator

Bob Arensberg, CLU, ChFC Bob Arensberg, CLU, ChFC Glendale, California Details
Bob Arensberg, CLU, ChFC's New York Life Insurance Company Experience April 2011 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  May 2014 - Present
New York Life Insurance Company   April 2011 - Present
New York Life Insurance Company   October 2009 - April 2011

Skills
Finance, Asset Allocation, Asset Protection, Insurance, Public Speaking, Financial Education, College Savings Plans, IRAs, Retirement Planning, Employee Benefits, Life Insurance, Financial Services, Strategic Financial..., Financial Advisory, Retirement

Education
The American College   2003 — 2006
Chartered Financial Consultant

The American College   2003 — 2006
Chartered Life Underwriter

University of Washington   1992 — 1996
Bachelor of Arts (BA), East Asian Studies

Brett Hull Brett Hull Stanton, Texas Details
Brett Hull's New York Life Insurance Company Experience September 2011 - Present
Job Registered Representative at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments  March 2012 - Present
New York Life Insurance Company   September 2011 - Present
Texas Tech University  April 2010 - June 2011
Texas Tech University  November 2005 - April 2010
Texas Tech University  November 2003 - October 2005

Skills
401k Rollovers, 401k, Annuity Sales, Strategic Financial..., Business Insurance..., Buy-sell Agreements, IRA Rollovers, Retirement Planning, Investments, Life Insurance..., Education Funding..., Legacy Planning, Insurance, Accounting, Financial Reporting, Financial Analysis, Management, Forecasting, Microsoft Excel, Managerial Finance, Finance, Budgets, Analysis

Education
Texas Tech University   2000 — 2002
BBA, Finance

Midland College   1998 — 2000
General Business

Cathy Terrell Cathy Terrell Dallas/Fort Worth Area Details
Cathy Terrell's New York Life Insurance Company Experience October 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC  March 2015 - Present
New York Life Insurance Company   October 2014 - Present

Education
Texas Tech University   1992 — 1995
Bachelor of Science (BS), Biology

Texas Woman's University   1997 — 1999
Secondary Education and Teaching

Paschal High School   1988 — 1992

Jeff Kimball, CFP® Jeff Kimball, CFP® West Des Moines, Iowa Details
Jeff Kimball, CFP®'s New York Life Insurance Company Experience February 2007 - June 2014
Job CERTIFIED FINANCIAL PLANNER (TM) Agency Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  June 2014 - Present
New York Life Insurance Company   February 2007 - June 2014
MassMutual Financial Group  2014 - 2014
New York Life  2007 - 2014

Skills
Insurance, Retirement, Financial Services, Retirement Planning, Disability Insurance, Finance, Estate Planning, Leadership, IRAs, Recruiting, Financial Planners, Long Term Care Insurance, Fixed Annuities, Investments, Securities, Life Insurance, Mutual Funds, Strategic Financial..., 401k, Long-term Care, Financial Planning, Business Planning, Health Insurance, Financial Advisory, Term Life Insurance, Series 7, 401k Rollovers, Wealth Management, Series 6, Series 63, Investment Advisory, Roth IRA, Employee Benefits, Series 24

Education
The American College   2008 — 2014
LUTCF, Financial Planning and Services

Upper Iowa University   2000 — 2003
Bachelor of Science (BS), Finance, General

East High School Des Moines, Iowa

University of Iowa

University of Iowa

Jake Shimota Jake Shimota Greater Minneapolis-St. Paul Area Details
Jake Shimota's New York Life Insurance Company Experience January 2013 - April 2013
Job Intern at Qpon Compass Business
Industry Financial Services
Experience
Qpon Compass Business   June 2015 - Present
Ehlers  June 2014 - October 2014
Zulqarnain Group   April 2014 - July 2014
Epicor Software  June 2013 - September 2013
New York Life Insurance Company   January 2013 - April 2013

Skills
PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Lean Thinking, Microsoft Word, Time Management, Microsoft Office, Corporate Finance, Elevator Pitch, Blogging, Bloomberg Terminal, Team Leadership, Disclosure, HTML 5, Financial Accounting, Python, Google Analytics, Adsense, Financial Modeling, SQL, Leadership, Social Media, Teamwork

Education
University of Minnesota - Carlson School of Management   2011 — 2015
BSB, Finance and Entrepreneurial Management

Thammasat University   2014 — 2014
International Exchange Program, Business Administration and Management, General

Brian Tobin Brian Tobin Houston, Texas Area Details
Brian Tobin's New York Life Insurance Company Experience June 2009 - July 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  May 2014 - Present
AIG  July 2013 - May 2014
Tobin Construction   June 2009 - May 2013
Merrill Lynch  February 2012 - December 2012
USAA  July 2010 - February 2012
New York Life Insurance Company   June 2009 - July 2010

Skills
Negotiation, Sales Process, B2B, Retirement Planning, Cold Calling, Selling, Finance, Insurance, Relationship Development, Account Management, Life Insurance, Mutual Funds, Leadership, Retirement, Consultative Sales, Closing, Sales Management, Financial Analysis, Investments, Financial Services, Management, Risk Management, Sales, Financial Planning, Portfolio Management, Wealth Management

Education
Texas Tech University
BA, Economics, Personal Financial Planning

Harvey Nuttall ChFC®, LUTCF® Harvey Nuttall ChFC®, LUTCF® Greater Grand Rapids, Michigan Area Details
Harvey Nuttall ChFC®, LUTCF®'s New York Life Insurance Company Experience March 2004 - Present
Job Financial Advisor at Eagle Strategies, LLC A Registered Investment Adviser (New York Life Insurance Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company)   March 2015 - Present
New York Life Insurance Company   March 2004 - Present
NYLIFE Securities LLC  March 2004 - Present
Land & Company  1998 - 2000

Skills
LUTCF, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, IRAs, Retirement, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Finance, Small Business, Disability Insurance

Education
The American College   2009 — 2015
Chartered Financial Consultant ChFC, Financial Planning and Services

Susan Kennedy, CLU. Susan Kennedy, CLU. Greater Denver Area Details
Susan Kennedy, CLU.'s New York Life Insurance Company Experience January 1986 - August 1991
Job Owner, Independent broker
Industry Insurance
Experience
Kennedy Insurance   September 1991 - Present
New York Life Insurance Company   January 1986 - August 1991

Skills
Insurance, Accident, Disability Insurance, Health Insurance, Dentistry, Term Life Insurance, Whole Life, Critical Illness, Universal Life, Health Savings Accounts, Property & Casualty..., Long-term Care, Sales, Brokers, General Insurance, Small Business, Life Insurance, Medicare, Fixed Annuities, Workers Compensation, Umbrella Insurance, Commercial Insurance, Employee Benefits, Casualty, Underwriting, Retirement Planning, Liability, Commercial Lines, Permanent Life Insurance, Long Term Care Insurance, Legal Liability, Licensed Life & Health..., Key Person Insurance, Voluntary Employee..., Homeowners, IRAs, Employment Practices..., Liability Analysis, Insurance Brokerage, Roth IRA, Group Medical, Financial Planners

Education
The American College
Chartered Life Underwriter

Craig Eyre, CLU, LUTCF Craig Eyre, CLU, LUTCF Reno, Nevada Area Details
Craig Eyre, CLU, LUTCF's New York Life Insurance Company Experience December 2012 - April 2014
Job Insurance Agent at Farmers Insurance Group of Companies
Industry Financial Services
Experience
Farmers Insurance Group of Companies  April 2014 - Present
New York Life Insurance Company   December 2012 - April 2014
R. C. Eyre & Associates   April 2005 - December 2012
American National Insurance  April 1992 - April 2005
SunWard/ Security Benefit Annuities and Mutual Funds   February 1983 - November 1986

Skills
Fixed Annuities, Retirement Planning, Financial Services, Guaranteed Lifetime..., Business Planning, Group Medical, Long Term Care Insurance, Seminars, Voluntary Employee..., 401k Rollovers, Insurance, Wealth Preservation..., Estate Planning, Mutuall Funds and..., Mutual Funds, Employee Benefits, Investments, IRAs, Term Life Insurance, Retirement, Disability Insurance, Universal Life, 401k

Education
The American College   1990 — 1993
CLU, LUTCF, Financial Planning and Services

The College for Financial Planning   1980 — 1983
CFP designation, Financial Planning and Services

UNLV   1966 — 1968
Business Administration and Management, General

Heather L. Davis, JD, CLU, ChFC, AEP Heather L. Davis, JD, CLU, ChFC, AEP Dallas/Fort Worth Area Details
Heather L. Davis, JD, CLU, ChFC, AEP's New York Life Insurance Company Experience February 1999 - Present
Job Corporate Vice President Head of Marketing for Advanced Markets and Centers of Influence
Industry Financial Services
Experience
New York Life Insurance Company   February 1999 - Present
Assistant Vice President   February 1999 - Present
Ameritas  July 1997 - February 1999

Skills
Public Relations, Event Planning, Public Speaking, Marketing, Team Leadership, Presenter, Training, Project Planning, Marketing Communications, Life Insurance, Project Management, Estate Planning, Financial Planners, Series 63, IRAs, Management, Retirement, Social Media, Securities, Fixed Annuities, Insurance, Advertising, Financial Advisory, Variable Annuities, Retirement Planning, Long Term Care Insurance, Online Marketing, Financial Services, FINRA, Series 6, Customer Service, Roth IRA, Mutual Funds, Journalism, Multi-generational..., Series 7, Education, Business Management, Customer Relations, 401k Rollovers, Series 24, 401k, Long-term Care, Disability Insurance, College Savings Plans, Term Life Insurance, Whole Life, Universal Life, Wealth, Licensed Life Insurance...

Education
University of Nebraska College of Law   1994 — 1997
Doctor of Law (J.D.)

University of Nebraska-Lincoln   1990 — 1994
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

The American College   1999 — 2001
CLU, ChFC, Chartered Financial Consultant, Chartered Life Underwriter

Jerry Fish, CLF Jerry Fish, CLF Greater Los Angeles Area Details
Jerry Fish, CLF's New York Life Insurance Company Experience 1993 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   1993 - Present

Skills
Recruiting, Leadership, Management, Business Planning, Training

Education
The American College
Chartered Leadership Fellow, Organizational Leadership

The American College
CLF, Leadership

Chalo Balandran, CAMS Chalo Balandran, CAMS Dallas/Fort Worth Area Details
Chalo Balandran, CAMS's New York Life Insurance Company Experience March 2002 - September 2003
Job AML Compliance Officer at First Southwest Company
Industry Financial Services
Experience
Balandran Knife and Leather Company, LLC   July 2014 - Present
First Southwest Company  July 2013 - Present
First Command Financial Services  February 2008 - June 2013
First Command Financial Planning Inc   May 2005 - February 2008
New York Life Insurance Company   March 2002 - September 2003
United States Marine Corps  May 1993 - May 1997

Skills
Financial Risk, Leadership, Wealth Management, AML, Risk Assessment, Management, Securities, Risk Management, Mutual Funds, Series 63, FINRA, Banking, Financial Analysis, Investments, Investment Advisory, Finance, Fixed Income, Portfolio Management, Financial Services, Financial Planning, Due Diligence, Analysis, Process Improvement, Financial Advisory, Asset Management, Anti Money Laundering

Education
Texas Tech University - Rawls College of Business   2011 — 2013
MBA

Texas Tech University - Rawls College of Business   1998 — 2002
BBA, Finance

Ryan Puhl Ryan Puhl Dallas/Fort Worth Area Details
Ryan Puhl's New York Life Insurance Company Experience June 2013 - October 2013
Job Agency Development Manager at Colonial Life
Industry Insurance
Experience
Colonial Life  November 2013 - Present
New York Life Insurance Company   June 2013 - October 2013
Shutterbooth  September 2012 - June 2013
Spectocor Monitoring   February 2012 - June 2013
Monis Natural   June 2010 - December 2011

Skills
Entrepreneurship, Sales, Leadership, Small Business, Sales Management, Customer Service, Insurance, Public Speaking, HIPAA, Life Insurance, Leadership Development, Business Networking, Public Sector, Insurance Brokerage

Education
Texas Tech University   2009 — 2011
Bachelors of Arts and Science, Economics, Junior

University of the Ozarks   2006 — 2007
Bachelors of Science, Biology, General

Gordon Buskirk Gordon Buskirk Lubbock, Texas Area Details
Gordon Buskirk's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  December 2014 - Present
New York Life Insurance Company   November 2014 - Present
KAMC 28 News  July 2008 - October 2014

Skills
Advertising, Advertising Sales, Marketing Strategy, Marketing, Broadcast Television, Television, Online Advertising, Sales, Media Planning, Media Relations, Customer Service, Press Releases

Education
Texas Tech University
Bachelor's degree, Advertising

Eric Cummings Eric Cummings Dallas/Fort Worth Area Details
Eric Cummings's New York Life Insurance Company Experience January 2015 - Present
Job Variable Products
Industry Financial Services
Experience
New York Life Insurance Company   January 2015 - Present
USAA  November 2014 - January 2015
The Federal Savings Bank  February 2014 - November 2014
Chase  June 2013 - January 2014
Bank of America  March 2008 - June 2013

Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Credit Analysis, Residential Mortgages, VA loans, FHA financing, Government Loans, Home Equity Loans, Non-Conforming, First Time Home Buyers, Construction Loans

Education
Texas Tech University   1995 — 1999
Bachelor's degree, Management

Christine (LoRusso) Parman Christine (LoRusso) Parman Las Vegas, Nevada Area Details
Christine (LoRusso) Parman's New York Life Insurance Company Experience June 2006 - Present
Job Experienced Financial Services Professional helping medical professionals and families for 8 years
Industry Financial Services
Experience
Parman Insurance & Financial Services   January 2014 - Present
New York Life Insurance Company   June 2006 - Present
New York Life Insurance Company   August 2005 - Present
Redi-Call Incorporated   July 2003 - June 2005
Hertz  August 2002 - May 2003

Skills
Fixed Annuities, Retirement Planning, Life Insurance, IRAs, Insurance, Retirement, Investments, Finance, Financial Services, Securities, Sales, Disability Insurance, Mutual Funds, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...

Education
University of Nevada-Reno   2002 — 2006
Accounting

University of Nevada-Las Vegas   2001 — 2002
Business

The American College
Currently enrolled, LUTCF completed, CLU- current

Barbara Fonti Barbara Fonti Greater New York City Area Details
Barbara Fonti's New York Life Insurance Company Experience 1986 - 2001
Job CEO at The Fonti Group
Industry Insurance
Experience
The Fonti Group   January 2013 - Present
Aflac  January 2002 - Present
iTerpret LLC - WebDoc247.com   April 2013 - Present
New York Life Insurance Company   1986 - 2001

Skills
Accident, Disability Insurance, Insurance, Term Life Insurance, Health Insurance, Healthcare Reform, Voluntary Benefits, Fixed Annuities, Health Savings Accounts, Sales, Leadership, 401k, Customer Retention, Employee Benefits, Marketing, Small Business, New Business Development, Long-term Care, Health Care Reform, Whole Life, Life Insurance, Training, Retirement

Education
Wheaton College   1982 — 1986
Economics

The American College   2012 — 2013
ChHC Chartered Healthcare Consultant, Healthcare Reform

Brad Gore, LUTCF Brad Gore, LUTCF Greater Los Angeles Area Details
Brad Gore, LUTCF's New York Life Insurance Company Experience February 2012 - November 2012
Job Associate General Agent at Michel Financial Group
Industry Financial Services
Experience
Michel Financial Group  October 2014 - Present
MassMutual Greater Los Angeles  November 2012 - September 2014
New York Life Insurance Company   February 2012 - November 2012
Michel Financial Group - MassMutual   June 2006 - August 2011

Skills
Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Financial Services, Retirement Planning, Sales, Recruiting, Estate Planning, California Insurance...

Education
California State University, Northridge
Bachelor of Arts, Political Science

The American College
LUTCF, Life Underwriter Training Council Fellow

Craig Gilliam Craig Gilliam Grapevine, Texas Details
Craig Gilliam's New York Life Insurance Company Experience October 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2014 - Present

Skills
Insurance, Sales, Leadership, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Estate Planning, IRA Rollovers, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation...

Education
Texas Tech University   1994 — 1998
Bachelor of Science (BS), Psychology

Garrett Monroe Garrett Monroe Dallas, Texas Details
Garrett Monroe's New York Life Insurance Company Experience August 2014 - June 2015
Job Intern
Industry Insurance
Experience
Dallas Independent School District  June 2015 - Present
New York Life Insurance Company   August 2014 - June 2015
Outback Steakhouse  March 2011 - August 2014
Courage and Renewal of North Texas   November 2009 - January 2011
Huffman Aviation   August 2007 - January 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Process Scheduler, Telephone Skills, Retail, Accounts Payable, Time Management, Teaching, Public Speaking, Management, Inventory Management, Event Planning

Education
Texas Wesleyan University   2009 — 2014
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.1 GPA

BHS
High School Diploma

Jeff Wright, CFP® Jeff Wright, CFP® San Antonio, Texas Details
Jeff Wright, CFP®'s New York Life Insurance Company Experience April 2013 - October 2013
Job Financial Planning Specialist
Industry Financial Services
Experience
New York Life Insurance Company   April 2013 - October 2013
Russell Investments  July 2010 - February 2012
Russell Investments  December 2008 - June 2010
Lord, Abbett & Co. LLC   June 2006 - November 2008
State Farm Insurance  May 2005 - August 2005

Skills
Mutual Funds, Asset, Strategic Financial..., Series 7, Series 66, Certified Financial..., Financial Planning, Investments, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Financial Advisory, Wealth Management, Investment Strategies, Relationship Management, Financial Planners, Sales

Education
Texas Tech University   2002 — 2006
Bachelor of Science, Personal Financial Planning

Texas Tech University   2002 — 2006
Honors College, With Honors

Churchill High School

David Schlesser,CLU,LUTCF David Schlesser,CLU,LUTCF Greater Chicago Area Details
David Schlesser,CLU,LUTCF's New York Life Insurance Company Experience 1999 - March 2003
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network  August 2014 - Present
Ohio National Financial Services  December 2009 - January 2014
FUTURITY FIRST Insurance Group  March 2008 - October 2009
The Guardian Life Insurance Company of America  May 2006 - February 2008
Principal Financial Group  March 2003 - May 2006
New York Life Insurance Company   1999 - March 2003
Metlife  1992 - 1999

Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance

Education
University of Illinois at Chicago   1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

The American College

Tamara Burke Tamara Burke Spearfish, South Dakota Details
Tamara Burke's New York Life Insurance Company Experience April 2005 - Present
Job Dedicated to helping families and business owners develop sound financial strategies.
Industry Financial Services
Experience
Financial Benefits, Inc.   April 2005 - Present
Eagle Strategies, LLC  April 2005 - Present
NYLIFE Securities LLC  April 2005 - Present
New York Life Insurance Company   April 2005 - Present
Financial Benefits Inc.   September 1996 - April 2005

Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, 401k Rollovers, Asset Protection, Small Business, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Wealth Preservation..., Employee Benefits, IRAs, Mutual Funds

Education
Montana Wilderness Bible College

The American College
ChFC

Vincent Spaniolo, CLU®, ChFC® Vincent Spaniolo, CLU®, ChFC® Greater Grand Rapids, Michigan Area Details
Vincent Spaniolo, CLU®, ChFC®'s New York Life Insurance Company Experience December 1998 - Present
Job Managing Partner New York Life
Industry Financial Services
Experience
New York Life Insurance Company   December 1998 - Present

Education
Western Michigan University   1996 — 1998
Bachelor of Arts (B.A.), Finance

The American College
ChFC Chartered Financial Consultant, CLU Chartered Life Underwriter, Finance, General

Brad Jensen Brad Jensen Ridgeland, Mississippi Details
Brad Jensen's New York Life Insurance Company Experience February 2014 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2014 - Present
New York Life Insurance Company   April 2006 - February 2014
New York Life Insurance Company   April 2002 - April 2006
New York Life Insurance Company   July 1997 - March 2002
New York Life Insurance Company   July 1987 - July 1997

Skills
Agent Coaching, Agent Development, Coaching, Executive Coaching, Executive Management, Mentoring, Recruiting/Retention, Sales Recruitment, Sales Operations, Leadership, Leadership Development, Life Insurance, Retirement Planning, Customer Service, Insurance, Estate Planning, Finance, Financial Planning, Financial Services, Investments, Fixed Annuities, Retirement, Management, Small Business

Education
The American College   2002 — 2006
CLU- Chartered Life Underwriter and LUTCF- Life Underwriter Training Council Fellow, Finance and Financial Management Services

University of Northern Iowa
Economics, Social Sciences

DJ Ray CLU®, ChFC®, CASL® DJ Ray CLU®, ChFC®, CASL® Denver, Colorado Details
DJ Ray CLU®, ChFC®, CASL®'s New York Life Insurance Company Experience September 2003 - Present
Job Sr. Sales Development Manager I at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2003 - Present

Skills
Business Development, Coaching, Communication, CRM, Events Coordination, Event Marketing Strategy, Financial Services, Instructor-led Training, Insurance, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Strategic Planning, Team Building, Training, Training Delivery, 401(k) Rollovers, Asset Protection, CLU, Estate Planning, Key Person Protection, Legacies, Multi-Generational ..., Multi-Generational ..., Protection..., Retirement, Retirement planning, Wealth Preservation...

Education
The American College

The University of New Mexico

Joseph S. MacAdams Jr. Joseph S. MacAdams Jr. Fort Lauderdale, Florida Details
Joseph S. MacAdams Jr.'s New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life helping individuals and business owners to create,build,and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC  July 2015 - Present
New York Life Insurance Company   February 2015 - Present
CareGiver Technology   January 2011 - December 2014
Gelbwaks Insurance Services   September 2002 - October 2007
Prudential  1978 - 2002

Skills
Long-term Care, Public Speaking, Marketing, Leadership, Employee Benefits, Management, Process Improvement, Networking, New Business Development, Team Building

Education
The American College   1984 — 1987

Jennie Perry Jennie Perry Charlottesville, Virginia Area Details
Jennie Perry's New York Life Insurance Company Experience July 2008 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2008 - Present

Skills
Retirement Planning, Life Insurance, Estate Planning, Long Term Care Insurance, Investment Strategies, Student Financial Aid, Long-term Care, Insurance, Financial Services, Small Business, Management, Strategic Financial..., Series 7, Series 63, Asset Allocation, Financial Advisory, Whole Life, Term Life Insurance, Fixed Annuities, Investments, Retirement, Mutual Funds, IRAs, 401k Rollovers, Variable Annuities, College Savings Plans, Guaranteed Lifetime..., Wealth Accumulation, Series 6, 401k, Financial Planning

Education
The American College   2008 — 2011
LUTCF, Life Underwriter Training Council Fellow

Virginia Commonwealth University School of Medicine   2007 — 2008
Anatomy and Neurobiology

University of Virginia   2003 — 2007
BA, Biology/ Studio Art

Jeff L. Macy, M.A Jeff L. Macy, M.A Roanoke, Virginia Details
Jeff L. Macy, M.A's New York Life Insurance Company Experience May 2011 - April 2012
Job Financial and Retirement Plan Advisor with Market Square Advisors
Industry Financial Services
Experience
Level Four Advisory Services, LLC  January 2015 - Present
Greystone Financial Group an office of Metlife   2012 - 2013
New York Life Insurance Company   May 2011 - April 2012
USMC Police Department   April 2009 - October 2011
Hanover County Sheriff's Office   July 2007 - October 2008
Hanover Sheriff's Office   August 1997 - July 2007
United States Marine Corps  November 1991 - August 1997

Skills
Retirement, Fixed Annuities, Mutual Funds, Insurance, Securities, IRAs, Long-term Care, Small Business, Asset Allocation, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Retirement Planning, Whole Life, Annuities, Strategic Financial..., Universal Life, Disability Insurance, Buy-sell Agreements, Direct Sales, Investments, Employee Benefits, Financial Services, Series 7, Health Insurance, Variable Annuities, 401k Rollovers, Wealth Management, Series 63, Series 65, Series 6, 401k, 457 Plans, 403 b, Retirement Plan..., Qualified Retirement..., Business Continuity..., Investment Advisory, Finance, Leadership, Pensions, Team Building, Public Speaking, Strategic Planning, Succession Planning, Sales Management, Microsoft Office, Sales, Bonds

Education
The American College   2014 — 2017
CHFC and CFP Designation, Certified Financial Planner

Virginia Commonwealth University   2006 — 2008
Masters, Public Administration

Blueffield College   2000 — 2004
B.S, Criminal Justice

Cesar De La Cerda Cesar De La Cerda Houston, Texas Area Details
Cesar De La Cerda's New York Life Insurance Company Experience October 2000 - June 2003
Job Investment Adviser Representative
Industry Financial Services
Experience
NEXT Financial Group, Inc.   August 2014 - Present
My Benefit Pro   May 2005 - Present
VALIC  April 2013 - June 2014
ING  2009 - April 2013
Barnaby's Cafe   October 2010 - February 2013
Konica Minolta Business Solutions U.S.A., Inc.   June 2003 - September 2004
New York Life Insurance Company   October 2000 - June 2003
Horizon High Reach & Equipment   June 1999 - October 2000
US Navy  May 1994 - May 1997

Skills
Insurance, Employee Benefits, Retirement, Management, Financial Services, Risk Management, Underwriting, Strategic Planning, Stata, Entrepreneurship, Business Strategy, Business Analysis, Business Planning, Economics, Econometrics, Managing Employees, Military Experience, Health Economics, Investments, Finance, Small Business, Life Insurance, Term Life Insurance, Team Building, Financial Planning, Leadership

Education
University of Houston   2012 — 2013
B.S ., Economics, Senior

University of Houston-Downtown   2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

The American College   2000 — 2001
Insurance, Freshman

R. Bryan Bentley, VSP R. Bryan Bentley, VSP Austin, Texas Details
R. Bryan Bentley, VSP's New York Life Insurance Company Experience March 2012 - June 2013
Job Sr. Inside Account Executive at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp.  June 2013 - Present
New York Life Insurance Company   March 2012 - June 2013
Iron Cactus  September 2011 - March 2012

Skills
PowerPoint, Small Business, Life Insurance, Microsoft Excel, Sales, Customer Service, Marketing, Account Management, Sales Management, Leadership, Team Building, Risk Management, Event Planning, Strategic Planning

Education
Texas Tech University
Bachelor of Arts (B.A.)

Charlie Bright Charlie Bright Greater St. Louis Area Details
Charlie Bright's New York Life Insurance Company Experience February 2012 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 2012 - Present
NYLIFE Securities, LLC  June 2008 - February 2012
New York Life Insurance Company   March 2008 - June 2008
University of Missouri - St. Louis  January 1999 - June 2008

Education
University of Missouri-Saint Louis   2003 — 2007
MFA, Writing

University of Missouri-Saint Louis   1998 — 2003
BA, English

SFB

The American College
LUTCF

Anthony D. Curcio, CLF Anthony D. Curcio, CLF Colchester, Vermont Details
Anthony D. Curcio, CLF's New York Life Insurance Company Experience May 2013 - Present
Job Managing Partner Hiring And Developing Entrepreneurial People Who Are Interested in a Career in financial Services
Industry Financial Services
Experience
New York Life Insurance Company   May 2013 - Present
New York Life Life Insurance Company   September 2010 - April 2013
New York Life Insurance Company   January 2006 - August 2010
AXA Advisors  1999 - 2006
Equitable/ AXA Advisors   1997 - 1999

Skills
Recruiting, Training, Management, Agent Coaching, Agent Development, Career Development..., Coaching, College Recruiting, Executive Coaching, Executive Management, Financial Recruiting, Hiring, Interviewing, Mentoring, Leadership Development, Leading People, Sales Force Development, Team Building, Training & Development, Sales Recruitment, Networking, Social Media, Time Management, Talent Acquisition, Talent Management

Education
The American College   2010 — 2012
CLF

Louisiana Tech   1985 — 1986

Scott Aldinger Scott Aldinger Savannah, Georgia Details
Scott Aldinger's New York Life Insurance Company Experience March 1988 - October 2014
Job Business Owner at Scott and Company
Industry Financial Services
Experience
Scott and Company   June 2015 - Present
New York Life Insurance Company   March 1988 - October 2014
New York Life Insurance Company   March 2007 - July 2013
Savannah State University  January 2005 - March 2006
SDA Finacial   2003 - 2005

Skills
Insurance, Retirement, Finance, Recruiting, Financial Services, Analysis, Securities, Sales Management, Accounting, Tax, Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial..., Disability Insurance, Estate Planning, Investments, Healthcare, Term Life Insurance, Mutual Funds

Education
The American College   1988 — 2013
MSFS, Master of Science in Fiancial Services

West Chester University of Pennsylvania   1985 — 1987
Bachelor of Science (BS), Business, Marketing and Mangement

Daniel Danese Daniel Danese Kennett Square, Pennsylvania Details
Daniel Danese's New York Life Insurance Company Experience March 1993 - April 1996
Job President at Legacy Solutions Incorporated
Industry Financial Services
Experience
Legacy Solutions Incorporated   March 2002 - Present
University of Delaware Divison of Professional and Continuing Studies   March 2006 - Present
Pinnacle Study Group   2010 - 2014
Provident Mutual Life Insurance Company  April 1999 - November 2001
The Prudential  April 1996 - March 1999
New York Life Insurance Company   March 1993 - April 1996
The Prudential  November 1984 - March 1993

Skills
Retirement Planning, Financial Planninga, Investments, Wealth Management, Estate Planning, Management, Finance, Financial Services, Securities, Public Speaking, Financial Planning, Insurance, Strategy, Retirement, Small Business, Wealth

Education
Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ professional

The American College
Chartered Life Underwriter®

West Chester University of Pennsylvania
Bachelor of Science

Jon Troutman Jon Troutman Lubbock, Texas Area Details
Jon Troutman's New York Life Insurance Company Experience 1995 - 1997
Job Agent at Ashmore & Associates Insurance Agency, LLC
Industry Insurance
Experience
Ashmore & Associates Insurance Agency, LLC   October 2013 - Present
Solis  August 2012 - September 2013
CoNetrix  1997 - August 2012
New York Life Insurance Company   1995 - 1997
NCR Corporation  1992 - 1995

Skills
Managed Services, Sales Operations, Sales, Disaster Recovery, Strategy, Account Management, Selling, Cloud Computing, Solution Selling, SaaS, Cisco Technologies, Direct Sales, Marketing, Enterprise Software, CRM, Sales Management, Network Design, VMware, Channel Partners, Networking, Network Security, Information Security, Professional Services, Sales Process, Consultative Selling, Security, Information Security..., Business Development, Partner Management, Marketing Strategy, High Availability, Lead Generation, Salesforce.com, Sales Enablement, Go-to-market Strategy, VoIP, Data Center, Commercial Insurance, Property & Casualty...

Education
Texas Tech University - Rawls College of Business   1988 — 1992
Bachelors of Business Administration, Marketing

Cesario Cavazos Jr Cesario Cavazos Jr Oklahoma City, Oklahoma Details
Cesario Cavazos Jr's New York Life Insurance Company Experience October 2012 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   October 2012 - Present

Skills
Investments, Retirement, Training, Financial Recruiting, College Recruiting, Asset Protection, 401k Rollovers, Estate Planning, Gifting Strategies, Key Person Protection, Small Business, Licensed Life Insurance...

Education
The University of Texas at Austin   2004 — 2008
BS, Actuarial Science

The American College

Bill Atchley Bill Atchley Lubbock, Texas Area Details
Bill Atchley's New York Life Insurance Company Experience July 2008 - Present
Job Owner Atchley Insurance & Financial Services
Industry Financial Services
Experience
City of Abernathy, Texas   May 2015 - Present
New York Life Insurance Company   July 2008 - Present
Ashley Furniture HomeStore  2005 - 2007
Havertys Furniture  July 1998 - June 2005
Mervyns  May 1987 - June 1998

Skills
Sales, Sales Management, Customer Service, Team Building, Strategic Planning, Budgets, New Business Development, Retirement Planning, Team Leadership, Marketing Strategy, Marketing, Public Speaking, Fixed Annuities, Inventory Management, Recruiting, Insurance, Financial Services, Small Business, Risk Management, Retirement, Investments, College Savings Plans, Series 6, Wealth Accumulation, Life Insurance, Long-term Care, Series 63, Disability Insurance, Buy-sell Agreements, Whole Life, Term Life Insurance, Estate Planning, Mutual Funds, Employee Benefits, Financial Planners, Long Term Care Insurance, Health Insurance, Finance, Social Media, Advertising, Management, Leadership, Financial Analysis, IRAs, Microsoft Office, Retail, Operations Management, Marketing Communications, Project Management, Contract Negotiation

Education
The American College   2009 — 2010
LUTCF, Life Underwriter Training Council Fellow (LUTCF)

University of North Texas   1983 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Sergio Saldivar Sergio Saldivar Dallas, Texas Details
Sergio Saldivar's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  December 2013 - Present
New York Life Insurance Company   December 2013 - Present

Skills
Annuity Sales, Investments, Life Insurance, 401k Rollovers, Asset Protection, Term Life Insurance, Education Funding..., Retirement Planning, Lifetime Income..., Legacy Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Licensed in Long-Term..., Supplements to Employee..., Wealth Transfer...

Education
Texas Tech University
Bachelor's Degree, Economics

Phillip R. Perry Phillip R. Perry Brookline, Massachusetts Details
Phillip R. Perry's New York Life Insurance Company Experience March 2011 - September 2014
Job Financial Advisor at Beacon Wealth Advisors, LLC
Industry Financial Services
Experience
Beacon Wealth Advisors, LLC   September 2014 - Present
LPL Financial  September 2014 - Present
Sigma Chi 6100 San Amaro, Incorporated   April 2014 - Present
NYLIFE Securities, LLC  June 2011 - September 2014
New York Life Insurance Company   March 2011 - September 2014
The Hillery Holding Company   July 2009 - February 2010
OneUnited Bank  October 2006 - July 2009
Youth Education in the Arts  June 2006 - September 2006
Alan K. Marcus, PA   February 2005 - June 2006

Skills
Retirement Planning, Insurance, Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Insurance Planning, Finance, Mutual Funds, College Savings Plans, Life Insurance, 401 K Rollovers, 401k, Small Business, Succession Planning, Exit Strategies, Gifted Education, Buy-Sell, Business Services, Investments

Education
University of Miami   2002 — 2006
BBA, Business Law

The American College   2013 — 2016
CFP/ChFC

University of Massachusetts, Amherst   2001 — 2002

East Bridgewater High School   1997 — 2001

Daniel Marshall, CFBS Daniel Marshall, CFBS Rochester, New York Area Details
Daniel Marshall, CFBS's New York Life Insurance Company Experience November 2009 - May 2014
Job Business, Estate, and Retirement Strategies
Industry Financial Services
Experience
MassMutual Financial Group  May 2014 - Present
New York Life Insurance Company   November 2009 - May 2014
Gray Matter Management   March 2006 - March 2011

Skills
Small Business..., Executive Compensation..., Bonus Programs, Retirement Planning, Wealth Accumulation, Wealth Management, 401k Rollovers, Life Insurance, Retirement, 401k, IRAs, Term Life Insurance, Estate Planning, Long-term Care, Mutual Funds, Small Business, Financial Services

Education
The American College   2014 — 2015
Certified Family Business Specialist, Business Succession Planning, 4.0

Alison Costa Alison Costa Newport, Rhode Island Details
Alison Costa's New York Life Insurance Company Experience April 2010 - Present
Job Registered Representative and Licensed Agent at New York Life Insurance Company & Nylife Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   April 2010 - Present

Skills
Retirement Planning, Mutual Funds, Retirement, IRAs, Fixed Annuities, Disability Insurance, Insurance, Long Term Care Insurance, Small Business, Securities, 401k Rollovers, Strategic Financial..., Pensions, Financial Advisory, Long-term Care, Financial Planning

Education
University of Rhode Island   2002 — 2006
Bachelor's Degree, Broadcast Journalism

The American College

rogers high school

Roberto Recine, CLU, ChFC Roberto Recine, CLU, ChFC Greater Philadelphia Area Details
Roberto Recine, CLU, ChFC's New York Life Insurance Company Experience May 2009 - Present
Job Managing Partner hiring and developing entrepreneurial people who are interested in a career in financial services
Industry Financial Services
Experience
New York Life Insurance Company   May 2009 - Present
New York Life Insurance Company   November 2000 - April 2009
New York Life Insurance Company   June 1997 - October 2000

Skills
Leadership, Recruiting, Management, Coaching, Fixed Annuities, Disability Insurance, Business Planning, Long-term Care, Retirement Planning, Insurance, Series 63, Series 6, Life Insurance

Education
The American College   1997 — 2000
Chartered Life Underwriter, Chartered Financial Consultant, Insurance and Financial Services

Chris Baltrus Chris Baltrus Valdosta, Georgia Details
Chris Baltrus's New York Life Insurance Company Experience 2004 - 2011
Job Managing Partner at Pharos Financial Partners
Industry Financial Services
Experience
Pharos Financial Partners   2015 - Present
Capstone Financial GA   January 2012 - 2015
New York Life Insurance Company   2004 - 2011
Aflac  2004 - 2004

Skills
Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Wealth Accumulation, Long-term Care, Disability Insurance, Insurance, Long Term Care Insurance, Life Insurance, Wealth Management, Strategic Financial..., Mutual Funds, Leadership, Securities, Sales, Employee Benefits, Financial Planners, Finance, Financial Services, Term Life Insurance, Series 6, 401k, Wealth, Investment Advisory, Series 63, Whole Life, Financial Advisory, Asset Allocation, Investments

Education
The American College   2004 — 2012
Financial Services

Christy Barilotti, CFP ® Christy Barilotti, CFP ® Greater Philadelphia Area Details
Christy Barilotti, CFP ®'s New York Life Insurance Company Experience 2001 - 2003
Job President/CEO and Financial Adviser at Barilotti Wealth Strategies LLC
Industry Financial Services
Experience
Barilotti Wealth Strategies LLC   January 2008 - Present
Philadelphia Business Journal  2015 - 2015
Eagle Strategies, LLC  2003 - 2008
New York Life Insurance Company   2001 - 2003

Skills
Succession Planning, Estate Planning, Wealth Preservation..., Asset Protection, Retirement Planning, Investments, Gifting Strategies, Multi-generational..., Small Business, 401k Rollovers, Key Person Protection, Licensed in Long Term..., Protection..., Communication, Multitasking Skills

Education
The American College   2002 — 2008
CFP ®, Financial Planning

Ursinus College   1997 — 2001
Bachelor's degree, Economics and Biology

Highland High School

Joshua Lukins Joshua Lukins Des Moines, Iowa Details
Joshua Lukins's New York Life Insurance Company Experience 2008 - 2010
Job Restaurant Entrepreneur
Industry Restaurants
Experience
Buckaroo BBQ Compnay   January 2012 - Present
The Home Depot  April 2011 - February 2013
USA Cycling  January 2004 - December 2010
New York Life Insurance Company   2008 - 2010
Wexford & James, LLC   2007 - 2007
Bike World  2000 - 2007

Skills
Sales, Management, Retail, Customer Service, Cross-functional Team..., Negotiation, CRM, Merchandising, Troubleshooting, Public Speaking, Microsoft Office, Sports, Strategic Planning, Marketing, Microsoft Excel, Microsoft Word, Leadership, Social Media, Budgets, Insurance, Account Management, Team Building, Business Development, Direct Sales, Sales Management, Training

Education
The American College   2009 — 2010
LUTCF, Business Insurance, Long Term Care, Retirement Planning & Estate Planning

Minnesota Bible College   1999 — 2000
General Education & Biblical Theology

Starmont Community School District   1986 — 1999
High School Diploma, General Eduaction

Scott Anders, CLU, ChFC, MSM, CLF Scott Anders, CLU, ChFC, MSM, CLF Greater New York City Area Details
Scott Anders, CLU, ChFC, MSM, CLF's New York Life Insurance Company Experience August 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  August 2012 - Present
NYLIFE Securities LLC  August 2012 - Present
Academy Granite Partners   January 2013 - Present
New York Life Insurance Company   August 2012 - Present
New York Life Insurance Company   January 2011 - June 2012
New York Life  December 2008 - January 2011
New York Life  September 2003 - December 2008
New York Life  November 1998 - September 2003

Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills

Education
The American College   1993 — 1997
MSM, Masters of Science in Financial Services Management

US Army Command and General Staff School   1993 — 1996

US Army Infantry School   1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course

US Army Armor School   1977 — 1978
Armor Officers Basic Course

United States Military Academy at West Point   1973 — 1977
BS, Engineering

Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS Washington D.C. Metro Area Details
Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS's New York Life Insurance Company Experience October 1975 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Investment Management
Experience
Eagle Strategies, LLC  January 2000 - Present
D. H. Gould Company   October 1975 - Present
NYLIFE Securities, LLC  October 1975 - Present
New York Life Insurance Company   October 1975 - Present

Skills
Retirement Planning, Insurance, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Retirement, Legacies, Estate Planning, Family Security Planning, 401(k) Rollovers, Wealth Transfer..., IRA Rollovers, Licensed in Long-term..., Lifetime Income..., Financial Services, Financial Planning, Mutual Funds, Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Life Insurance, Finance, Disability Insurance, Investments, Securities

Education
The American College   2013 — 2016
Research Doctorate, Retirement and Financial Planning

The American College   1995 — 1997
Masters in Financial Services, Financial Planning and Services

University of Maryland College Park   1970 — 1974
BS, Education

Richard Valero Richard Valero Washington D.C. Metro Area Details
Richard Valero's New York Life Insurance Company Experience 1993 - 1996
Job Hospitality Director with a focus on guest satisfaction, operational efficiency and crossdepartmental team building.
Industry Hospitality
Experience
The National Conference Center  June 2011 - Present
The National Conference Center  May 2008 - June 2011
Virginia Crushers Softball Organization, Inc.   2006 - 2009
ARAMARK-The National Conference Center   February 2006 - May 2008
The Washington Post  2002 - 2006
The Washington Post  1996 - 2002
New York Life Insurance Company   1993 - 1996
Aetna Life & Casualty  1990 - 1993
Aetna Life & Casualty  1988 - 1990
Aetna Life & Casualty  1986 - 1988

Skills
Hospitality Management, Team Building, Project Management, Customer Satisfaction, Quality Assurance, Process Improvement, Logistics, Employee Training, Internal Communications, Performance Improvement, Cost Accounting, Hospitality, Hotels, Restaurants, Budgets, Guest Recovery, Operations Management, Training, Management, Revenue Analysis, Customer Service, Hotel Management, Food & Beverage, Leadership Development, Cross-functional Team..., Leadership, Hospitality Industry, Catering, P&L, Resorts, Meeting Planning, Human Resources, Tourism, Rooms Division, Hiring, Event Management

Education
The George Washington University   1975 — 1979
BA

The American College   1990 — 1992
ChFC

John Macatee John Macatee Dallas/Fort Worth Area Details
John Macatee's New York Life Insurance Company Experience February 2010 - January 2011
Job at J Macatee Insurance Services
Industry Financial Services
Experience
Sysco Foods  November 2010 - Present
J Macatee Insurance Services   February 2009 - Present
New York Life Insurance Company   February 2010 - January 2011
Atlanta Bread Company/M Cafe' & Catering   April 1998 - January 2010
J Macatee Insurance Services   January 2005 - February 2009
Macatee Brokers, Inc.   2002 - 2009
Michael's Arts and Crafts  April 1997 - April 1998
Lowes, Inc.   October 1996 - April 1997
Class A and Independent   June 1994 - October 1996

Education
Texas Tech University   1990 — 1993
B.S., Business Management

Susan O'Connor Susan O'Connor Greater New York City Area Details
Susan O'Connor's New York Life Insurance Company Experience January 1997 - January 2000
Job ChFC, CASL Nationwide Annuities
Industry Financial Services
Experience
Nationwide Financial Services  January 2000 - Present
New York Life Insurance Company   January 1997 - January 2000
New York Life Insurance Company   1998 - 2000
Dreyfus  June 1980 - March 1998
BlackRock - Compass Capital Group   January 1997 - January 1997
Dreyfus Service Corp   January 1982 - January 1997

Skills
Mutual Funds, Fixed Annuities, Public Speaking, Pensions, Retirement, Series 6, Banking, Retirement Planning, Estate Planning, Long-term Care, Selling, Strategic Financial..., Variable Annuities, IRAs, Financial Advisory, Financial Services, Investments, Asset Management, Sales, Asset Allocation, Securities, 401k, Investment Advisory, Portfolio Management, Alternative Investments, Universal Life, Series 7, Life Insurance, Wealth Management, Series 65, Series 63, Separately Managed..., Investment Strategies, Series 24, Insurance

Education
The American College   2007 — 2010
ChFC, Financial Planning

Sacred Heart Academy   1975 — 1979
HS

Jordan Dunbar Jordan Dunbar Arlington, Texas Details
Jordan Dunbar's New York Life Insurance Company Experience June 2012 - Present
Job Intern at New York Life Insurance Company
Industry Broadcast Media
Experience
Sports Radio 1310 The Ticket   August 2013 - Present
New York Life Insurance Company   June 2012 - Present
Black Market USA   June 2010 - Present
YMCA  March 2013 - September 2013

Education
Texas Wesleyan University   2009 — 2013

Gerald Frye Gerald Frye Greater Milwaukee Area Details
Gerald Frye's New York Life Insurance Company Experience 1980 - 1984
Job President, The Benefit Services Group, Inc. | Where we provide customized, fullcircle employee benefit consulting
Industry Insurance
Experience
The Benefit Services Group, Inc.   1987 - Present
Frank B. Hall  1984 - 1987
New York Life Insurance Company   1980 - 1984
Catholic Knights  1979 - 1980
Mutual of Omaha  1975 - 1978

Skills
Health Insurance, Insurance, Disability Insurance, Strategic Planning, Benefits Administration, Managed Care, Health Savings Accounts, Healthcare, Workers Compensation, Captives, Account Management, Consulting, Long-term Care, Life Insurance, Term Life Insurance, Group Insurance, Health Care Reform, Medicare, Health Policy, Brokers, Underwriting, Accident, Long Term Care Insurance, COBRA, Universal Life, Critical Illness, Whole Life, Claim, Legal Liability, Employee Wellness, Fixed Annuities, Reinsurance, Medicare Part D, Claims Management, Healthcare Consulting, Dentistry, Benefits Design, Disease Management, Flexible Spending..., Cafeteria Plans, Quality Improvement, Self-funded, HMO, Group Medical, Medicaid, Pharmacy Benefit..., Vision Insurance, Healthcare Industry, HIPAA, Healthcare Management

Education
The American College   1983 — 2005
Chartered Life Underwriter (CLU), Insurance

University of Wisconsin-Milwaukee   1973 — 1978
Accounting and Chemistry

Ben R. Richey, CFP, MSFS, CLU, ChFC, CASL Ben R. Richey, CFP, MSFS, CLU, ChFC, CASL Scottsdale, Arizona Details
Ben R. Richey, CFP, MSFS, CLU, ChFC, CASL's New York Life Insurance Company Experience February 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
New York Life Insurance Company   February 2003 - Present

Skills
Fixed Annuities, Long Term Care Insurance, Retirement Planning, Investments, Life Insurance, Term Life Insurance, IRAs, Disability Insurance, 401k, Long-term Care, Wealth Accumulation, Series 6, Estate Planning, Retirement, 401k Rollovers

Education
The American College   2010 — 2011
Masters, Finance

Weber State University   1999 — 2004
Bachelors, Communications

Ogden High School   1993 — 1996

Sasha Cesen, LUTCF Sasha Cesen, LUTCF Providence, Rhode Island Area Details
Sasha Cesen, LUTCF's New York Life Insurance Company Experience June 2010 - Present
Job Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   June 2010 - Present
Webster Bank  December 2007 - June 2010
First Fed Bank/ Webster Bank   June 2003 - December 2007
7-Eleven, Inc.   July 1995 - June 2003
Croatian national bank   June 1994 - June 1995

Skills
Small Business, Strategic Financial..., Insurance, Investments, Employee Benefits, Customer Service, Mutual Funds, Strategic Planning, Disability Insurance, Banking, Public Speaking, Portfolio Management, Securities, Team Building, Finance, 401k, Negotiation, Retirement Planning, Life Insurance, Retirement, FINRA, IRAs, Wealth Management, Fixed Annuities, Series 6, Financial Advisory, Financial Planning

Education
Sorbonne University, Paris, France   1993 — 1994
French Language

University of Zagreb, Croatia   1988 — 1992
BS, Economics - International Trade

The American College
Life Underwriter Training Council Fellow

The American College
Chartered Life Underwriter (CLU), Certified Financial Planner (CFP) - expected 2015

Paul F. Griessel, CHFC, CLU, RFC Paul F. Griessel, CHFC, CLU, RFC San Francisco Bay Area Details
Paul F. Griessel, CHFC, CLU, RFC's New York Life Insurance Company Experience June 1990 - February 1995
Job President Griessel Tiffany Group .
Industry Financial Services
Experience
Griessel Tiffany Group   February 1995 - Present
Griessel Tiffany Group   January 1994 - Present
Penn Mutual Life Insurance Company  1998 - 2004
New York Life Insurance Company   June 1990 - February 1995
New York Life  September 1985 - June 1990

Skills
Estate Planning, Investments, Wealth Management, Life Insurance, Small Business, Retirement Planning, Retirement, IRAs, Disability Insurance, Strategic Financial..., Fixed Annuities, Financial Planning, 401k Rollovers, Succession Planning, Special Needs funding, Charitable Gift Planning, Philanthropy, Key Person Insurance, Leadership, Sales, Marketing, Customer Service

Education
The American College   1983 — 1989
Chartered Financial Consultant & Chartered Life Underwriter, Insurance, Taxation, Pension Planning, Estate Planning

Wagner College, Staten Island, New York   1971 — 1975
BS, Austrian Economics & Bus Administration

The Shaker High School, Latham, New York   1968 — 1971
College Prep, Business/Managerial Economics

Shannon Poynter, LUTCF Shannon Poynter, LUTCF Lansing, Michigan Area Details
Shannon Poynter, LUTCF's New York Life Insurance Company Experience March 2007 - March 2010
Job Business Development at Capital Strategies LLC
Industry Investment Management
Experience
Capital Strategies LLC   March 2010 - Present
New York Life Insurance Company   March 2007 - March 2010
Poynter Phelps Photography   June 1993 - January 2007

Skills
Investments, Insurance, Retirement, Small Business, Financial Analysis, Retirement Planning, Business Planning, Alternative Investments, Marketing, Series 7, Strategic Planning, Fixed Annuities, New Business Development, Marketing Strategy, Notary Public, Business Strategy, Management, Sales, Team Building

Education
The American College   2007 — 2009
LUTCF

Art Paturzo Art Paturzo Waltham, Massachusetts Details
Art Paturzo's New York Life Insurance Company Experience September 1996 - Present
Job Financial Services Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   September 1996 - Present
NYLIFE Securities LLC  September 1996 - Present

Skills
401k Rollovers, Anuity Sales, Business Succession..., Estate Planning, IRA Rollovers, Life Insurance..., Licensed In Long Term..., Lifetime Income..., Retirement Planning, Investments

Education
The American College
LUTCF

Brian Nowak CLU, CLF Brian Nowak CLU, CLF Riverside, California Details
Brian Nowak CLU, CLF's New York Life Insurance Company Experience 1983 - Present
Job As a Managing Partner my passion is hiring, training and coaching sales professionals within a culture of success.
Industry Insurance
Experience
New York Life Insurance Company   1983 - Present

Skills
Insurance, Leadership, Recruiting, IRAs, Long Term Care Insurance, Training, Retirement Planning, Fixed Annuities, Life Insurance, Securities, Motivational..., Employee Benefits, Small Business, Long-term Care, Estate Planning, Leadership Development, Finance, Financial Services, Management, Term Life Insurance, 401k, Series 6, Whole Life, Wealth Accumulation, Roth IRA, College Savings Plans, Variable Annuities, Universal Life, Mutual Funds, Wealth Management, Wealth, Health Insurance, Series 65, Analysis, Retirement, Disability Insurance, Financial Planners, 401k Rollovers, Strategic Financial..., Series 63, Buy-sell Agreements, Financial Advisory, Series 7, Series 24, CLU, Financial Recruiting, Permanent Life Insurance, Licensed Life Insurance..., Agent Coaching, Hands on Leadership

Education
The American College
CLU, Chartered Life Underwriter

The American College
CLF, Chartered Leadership Fellow

Adam Persky Adam Persky New Bern, North Carolina Details
Adam Persky's New York Life Insurance Company Experience October 2010 - Present
Job Dedicated Financial Services Professional helping families and businesses in Eastern North Carolina for 13 years.
Industry Financial Services
Experience
Eagle Strategies, LLC  September 2014 - Present
NYLIFE Securities LLC  October 2010 - Present
New York Life Insurance Company   October 2010 - Present
New York Life Insurance Company   November 2011 - July 2014
New York Life Insurance Company   October 2010 - November 2011
RBC Insurance  November 2002 - October 2010
United States Marine Corps  July 1996 - August 2000

Skills
Insurance, Leadership, Recruiting, Sales, Life Insurance, Retirement, Retirement Planning, Finance, Securities, 401k Rollovers, LUTCF, IRA Rollovers, Wealth Preservation..., Fixed Annuities, Term Life Insurance, IRAs, Financial Services, Long Term Care Insurance

Education
The American College   2003 — 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services

Cornie Wassink Cornie Wassink Sioux Falls, South Dakota Area Details
Cornie Wassink's New York Life Insurance Company Experience 1975 - 1979
Job Director of Planned Giving at Northwestern College
Industry Education Management
Experience
Northwestern College  1979 - Present
Northwestern College  1979 - 1995
New York Life Insurance Company   1975 - 1979

Skills
Alumni Relations, Capital Campaign..., Volunteer Management, Donor Recognition, Annual Fund, Prospect Research, Board Development, Charities, Event Planning, Solicitation, Donor Research, Campaign Strategies, Public Speaking, Resource Development, Marketing Will Bequests, Leadership Development, Nonprofits, Staff Development, Community Outreach, Fundraising, Teaching

Education
The American College   1977 — 1985
Chartered Life Underwriter, Insurance & Financial Planning

Northwestern College   1969 — 1973
Bachelors, Physical Education & History

Richard K. Friedstrom Richard K. Friedstrom Topeka, Kansas Area Details
Richard K. Friedstrom's New York Life Insurance Company Experience June 1973 - Present
Job Licensed Agent
Industry Financial Services
Experience
New York Life Insurance Company   June 1973 - Present

Skills
Retirement Planning, Retirement, Insurance, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Succession Planning

Education
The American College   1976 — 1980
CLU, Financial Sciences

Washburn University   1969 — 1973
BA, Political Science

Topeka High School

Bob Sixta Bob Sixta Rochester, Minnesota Area Details
Bob Sixta's New York Life Insurance Company Experience June 1981 - June 2003
Job Registered Representative at Parkland Securities, LLC
Industry Financial Services
Experience
Minnesota Reading Corps  June 2014 - Present
Rochester downtown Farmer's Market policy board   March 2014 - Present
Parkland Securities, LLC  September 2001 - Present
Sammons Securities, LLC   June 1981 - Present
New York Life Insurance Company   June 1981 - June 2003
Rochester Community and Technical College  July 1980 - July 1981

Skills
Fixed Annuities, Retirement Planning, Strategic Financial..., Marketing Strategy, Budgets, Life Insurance, Sales, Training, Negotiation, Business Planning, Association Management, Business Strategy, Fundraising, Legislative Relations, Selling, Sales Management, Microsoft Office, Management, Leadership, Financial Planning

Education
The American College   1984 — 1996
CLU, Financial Planning and Services

University of Iowa   1977 — 1979
Master of Arts (M.A.), Public Administration/Economics

Michael Frake, CLF, LUTCF Michael Frake, CLF, LUTCF Greater New York City Area Details
Michael Frake, CLF, LUTCF's New York Life Insurance Company Experience June 2006 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2006 - Present
Eagle Strategies, LLC  December 2004 - June 2006
NYLIFE Securities LLC  February 2002 - June 2006
New York Life Insurance Company   December 2001 - June 2006

Skills
Financial Recruiting, Interviewing, Time Management, Multi-Tasking Skills, Training, Communication, Thought Leadership

Education
The American College   2012 — 2012
Chartered Leadership Fellow (CLF)

The American College   2002 — 2004
Life Underwriter Training Council Fellow (LUTCF)

University of Delaware   1996 — 2001
Bachelor of Science, Hotel, Restaurant and Institutional Management

Christian Brothers Academy   1992 — 1996
High School Diploma

Ashish Tomar, ChFC, CASL Ashish Tomar, ChFC, CASL Greater Minneapolis-St. Paul Area Details
Ashish Tomar, ChFC, CASL's New York Life Insurance Company Experience May 2006 - Present
Job Financial Adviser at Tomar & Associates
Industry Financial Services
Experience
Tomar & Associates   April 2013 - Present
Eagle Strategies LLC  May 2006 - Present
NYLIFE Securities LLC  May 2006 - Present
New York Life Insurance Company   May 2006 - Present
Minnesota Life Insurance Company  July 2003 - April 2006

Skills
Risk Management, Investments, Retirement Planning, Lifetime Income..., Retirement, Wealth Preservation..., Estate Planning, Multi-Generational..., IRA Rollovers, Legacy Planning, Asset Protection, Thought Leadership, Wealth Transfer..., Succession Planning, Gifting Strategies, Business Exit Strategy, Buy-sell Agreements, Long Term Care Insurance, IRAs, Insurance

Education
The American College   2011 — 2012
Chartered Advisor for Senior Living

The American College   2009 — 2011
Chartered Financial Consultant

University of Aberdeen   2001 — 2003
Mechanical Engineering

University of Pune   1996 — 2000
Bachelors Degree in Mechanical Engineering

Naval Public School

Jamie Bulls Jamie Bulls Dallas/Fort Worth Area Details
Jamie Bulls's New York Life Insurance Company Experience January 1987 - February 1990
Job Vice President of Sales at HealthMine Inc.
Industry Health, Wellness and Fitness
Experience
HealthMine Inc.  September 2015 - Present
HealthMine Inc.  September 2013 - Present
WorkWell Systems, Inc.   August 2011 - September 2013
The Burchfield Group  October 2010 - August 2011
Humana, Inc  October 2003 - October 2010
Rxcellence, Inc.   March 2003 - October 2003
Schering-Plough Corporation  July 1997 - February 2003
Caremark Prescription Service   October 1994 - June 1997
North Texas Healthcare Network  March 1990 - September 1994
New York Life Insurance Company   January 1987 - February 1990

Skills
Selling, Employee Benefits, New Business Development, Sales Operations, Healthcare, Managed Care, Leadership, Insurance, Account Management, Marketing, Medicare, Cross-functional Team..., Program Management, Contract Negotiation, Health Insurance, Marketing Strategy, Sales, Sales Management, Strategic Planning, Strategy

Education
Texas Tech University   1981 — 1985
BBA, Finance

Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF San Francisco Bay Area Details
Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF's New York Life Insurance Company Experience December 1995 - Present
Job Dedicated Financial Adviser with Eagle Stategies LLC. since 1995
Industry Financial Services
Experience
Eagle Strategies LLC  December 1995 - Present
New York Life Insurance Company   December 1995 - Present
Nylife Securities LLC.  December 1995 - Present

Skills
Retirement Planning, Insurance, Estate Planning, Investments, Asset Protection, Annuity Sales, CLU ( Chartered Life..., Gifting Strategies, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Strategic Financial..., Long Term Care Insurance, Life Insurance, 401k, Financial Planning

Education
The American College   1996 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living

Lasan Taberd

Mike Hood, LUTCF Mike Hood, LUTCF Houston, Texas Area Details
Mike Hood, LUTCF's New York Life Insurance Company Experience April 2002 - December 2007
Job Financial Consultant
Industry Financial Services
Experience
Self Employed  November 2010 - Present
New England Financial  January 2008 - November 2010
New York Life Insurance Company   April 2002 - December 2007
VALIC  September 1995 - December 2001
VALIC  January 1985 - September 1995

Skills
Investments, Mutual Funds, Retirement, Retirement Planning, 401k, Management, Fixed Annuities, Employee Benefits, Asset Allocation, Finance, Securities, Small Business, Financial Services, Wealth Management, Estate Planning, Strategic Financial..., IRAs, Life Insurance, Insurance, Series 63, Financial Planners, Investment Advisory

Education
The American College
LUTCF

The University of Texas at Austin

North Shore High School   1975 — 1978

James Bill James Bill Austin, Texas Details
James Bill's New York Life Insurance Company Experience January 2011 - January 2012
Job Chain Account ManagerHEB at Glazer's Distributors
Industry Wine and Spirits
Experience
Glazer's Distributors  October 2014 - Present
Glazer's Distributors  October 2013 - October 2014
Glazer's Distributors  January 2012 - October 2013
New York Life Insurance Company   January 2011 - January 2012
Republic National Distributing Company  August 2009 - September 2010
Republic National Distributing Company  August 2005 - August 2009

Skills
Account Management, Leadership, Management, Marketing, Marketing Strategy, Sales, Sales Management, Sales Operations, New Business Development, Forecasting, Cold Calling, Pricing, B2B, Retail, Training, Customer Service, Time Management, Key Account Development

Education
Texas Tech University - Rawls College of Business   2013 — 2015
Master of Business Administration (M.B.A.)

Texas Tech University - Rawls College of Business   1998 — 2004
BBA, Management, Marketing

Gregory W. Wood Gregory W. Wood Greater Boston Area Details
Gregory W. Wood's New York Life Insurance Company Experience September 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2015 - Present
New York Life Insurance Company   October 2011 - Present
NYLIFE Securities LLC  October 2011 - Present
Alzheimer's CURE Foundation   January 2011 - May 2011

Skills
Account Management, Client Communications, Client Retention, Client Relationship..., Insurance, Long Term Care, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Fixed Income Products, Variable Annuities, Variable Life, Variable Products, Individual Life, Custom Whole Life, Roth IRA, IRAs, Traditional IRA, Mutual Funds, Investments, Disability Insurance, College Savings Plans, College Funds, Simple IRA, SEP IRA, Long-term Care, Retirement Planning, Employee Benefits, Estate Planning, Asset Allocation, Buy-sell Agreements, Health Insurance, Key Person Insurance, Rollovers, Guaranteed Lifetime..., Customer Retention, Securities, 401k, Financial Services, Long Term Care Insurance, 401k Rollovers, Series 6, Life Insurance, Retirement

Education
The American College   2013 — 2016
CLU, CHfC, Financial Planning and Services

University of Rhode Island   2007 — 2011
Bachelor of Arts, Communication and Media Studies

Philip Nguyen, CLTC Philip Nguyen, CLTC San Jose, California Details
Philip Nguyen, CLTC's New York Life Insurance Company Experience January 2014 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2014 - Present
NYLIFE Securities LLC  June 2011 - Present

Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Estate Planning, Retirement, 401k Rollovers, Coaching, Mentoring, Training & Development, Business Insurance..., Education Funding..., Life Insurance..., Retirement Income..., Career Development

Education
The American College   2013 — 2015
CLU

CSU Fresno   1991 — 1995

FINRA
6,63,26

Stephen Coventry Stephen Coventry Lubbock, Texas Area Details
Stephen Coventry's New York Life Insurance Company Experience April 2014 - July 2015
Job Financial Services Professional helping to protect families in West Texas.
Industry Financial Services
Experience
Allstate Financial Services, LLC  August 2015 - Present
NYLIFE Securities LLC  August 2014 - July 2015
New York Life Insurance Company   April 2014 - July 2015
Cujo's   July 2007 - April 2014
Lubbock Country Club  May 2002 - June 2007

Skills
Microsoft Office, Marketing, Insurance, Social Media, Event Planning, Customer Service, Social Networking, Team Building, Leadership, Finance

Education
Texas Tech University   2007 — 2012
Master's degree, Political Science and Government

Texas Tech University   2002 — 2007
Bachelor of Arts (BA), Political Science and Government

Felicia Flores-Wild Felicia Flores-Wild Houston, Texas Area Details
Felicia Flores-Wild's New York Life Insurance Company Experience January 2015 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2015 - Present
Touchstone Communities  August 2013 - January 2015
Sava Senior Care  July 2012 - August 2013
AD Power   March 2011 - July 2012
Cafe Adobe  January 2010 - March 2011
Pappas Restaurants, Inc.   2004 - 2009
Pappas Restaurants, Inc.   2004 - 2009

Skills
Customer Service, Admissions, Healthcare, Team Building, Marketing, Event Planning, Leadership, Public Speaking, Fundraising, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales, Restaurant Management, Research, Social Media, Social Networking, Nonprofits, Strategic Planning, PowerPoint, Community Outreach, Insurance, Financial Planning, Long Term Care Insurance, Whole Life, Term Life Insurance, 529 Plans, IRAs, 401k, 401k Rollovers

Education
Texas Tech University   2001 — 2004
Bachelor of Science, Restaurant, Hotel, and Institutional Management

Bellaire Senior High School   1995 — 1999

Aaron J Troxel Aaron J Troxel Madison, Wisconsin Area Details
Aaron J Troxel's New York Life Insurance Company Experience January 2011 - April 2015
Job Chief Operating Officer at TSM Containers
Industry Import and Export
Experience
TSM Containers   April 2015 - Present
NYLIFE Securities LLC  December 2011 - April 2015
New York Life Insurance Company   January 2011 - April 2015
Wallace, Cooper & Elliott Insurance Agency   March 2010 - January 2011

Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Series 6, Series 63, Strategic Financial..., Pensions, Guaranteed Lifetime..., Roth IRA, High Net Worth..., Inheritance Tax Planning, Buy-sell Agreements, College Funding..., 529 Plans, Variable Annuities, Key Person Insurance, Permanent Life Insurance, Savings, Asset Allocation, Investment Strategies, Mutual Funds, Income Protection, Wealth Management..., Long-term Care, Whole Life, Life Insurance, 401k, Fixed Annuities, Retirement Planning, IRAs, Wealth Accumulation, Financial Services, Securities, Financial Planning, Insurance

Education
The American College   2013 — 2013

University of Wisconsin-Platteville   2005 — 2006
Civil Engineering

Richland Center High School   2000 — 2005
Diploma, Advanced Studies

Bob Zaniewski Bob Zaniewski Las Vegas, Nevada Details
Bob Zaniewski's New York Life Insurance Company Experience August 1977 - April 2015
Job Chief of Honey Do's
Industry Individual & Family Services
Experience
Retired from New York Life   April 2015 - Present
Siena Pickleballers   2014 - Present
New York Life Insurance Company   August 1977 - April 2015
Siena Pickleballers   2014 - 2015
Siena Pickleballers   2014 - 2015
Siena Pickleballers   2014 - 2015

Skills
Estate Planning, Licensed to Sell..., Permanent Life Insurance, Term Life Insurance, Universal Life, Whole Life, Retirement Planning, Fixed Annuities, Mutual Funds, Variable Annuities, 401k, 401k Rollovers, Roth IRA, IRAs, Wealth Accumulation, College Savings Plans, Life Insurance, Qualified Retirement..., Wealth Management, Financial Planning, Disability Insurance, Licensed in Long Term...

Education
The American College   1980 — 2001
Master's degree, Financial Service

University of Maryland University College   1966 — 1976
BS, Business Administration and Management, General

Peter S. Ince, CLU, ChFC, CASL Peter S. Ince, CLU, ChFC, CASL Greater New York City Area Details
Peter S. Ince, CLU, ChFC, CASL's New York Life Insurance Company Experience January 1988 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  January 1989 - Present
New York Life Insurance Company   January 1988 - Present

Skills
401k Rollovers, Licensed in Long Term..., Business Succesion..., Employee Benefits, Estate Planning, Income Protection, Investments, Life Insurance Planning, Mutual Funds, Retirement Planning, IRAs

Education
The American College

Dave Leduc Dave Leduc Greater Boston Area Details
Dave Leduc's New York Life Insurance Company Experience July 2011 - June 2013
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2014 - Present
LA Fitness  March 2014 - March 2015
Anytime Fitness  January 2014 - February 2014
New York Life Insurance Company   July 2011 - June 2013
Colonial Life  October 2010 - August 2011
Fidelity Investments  September 1999 - April 2003

Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Strategic Financial..., Health Insurance, Mutual Funds, Retirement, Investments, Employee Benefits, Term Life Insurance, Wealth Management, Sales, Personal Finance, Wealth, Financial Services, Estate Planning, 401k, Series 7, Series 6, Investment Advisory, Financial Advisory, Securities, Risk Management, IRAs, Small Business, Financial Planners, Series 63, Finance, Whole Life, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Variable Annuities, Asset Allocation, Critical Illness, FINRA, Investment Strategies, Pensions, Wealth Management..., Portfolio Management, Buy-sell Agreements, Asset Management, Income Protection, Relationship Management, Underwriting, Mortgage Lending, Series 24

Education
The American College   2012 — 2014
CLU, ChFC

Ken Cargill Ken Cargill Amarillo, Texas Details
Ken Cargill's New York Life Insurance Company Experience September 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   September 2013 - Present
NYLIFE Securities LLC  October 2013 - Present
HD Vest Financial Services  February 2005 - October 2013
Kenneth H. Cargill, CPA, PC   January 2000 - July 2013

Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Life Insurance, Life Insurance..., Lifetime Income..., Protection..., Retirement, Retirement Planning, Wealth Preservation...

Education
Wayland Baptist University, Plainview, TX   1980 — 1982
Bachelor's Degree, Accounting

Texas Tech University   1979 — 1980
Accounting

Gerald Hall Gerald Hall North Dartmouth, Massachusetts Details
Gerald Hall's New York Life Insurance Company Experience November 1971 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Lifetime Financial Group  January 1984 - Present
New York Life Insurance Company   November 1971 - Present
US Navy  1964 - 1967

Skills
Estate Planning, Asset Protection, Retirement Planning, Investments, 401k Rollovers, Annuity Sales, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Retirement, Key Person Insurance

Education
The American College   1990 — 2001
Master of Science (M.S.), Financial Services

University of Rhode Island   1967 — 1968
Industrial Management

University of Massachusetts Dartmouth   1959 — 1963
Bachelor of Science (B.S.), Business Management

Dan M. Gregory Dan M. Gregory Lubbock, Texas Area Details
Dan M. Gregory's New York Life Insurance Company Experience December 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2013 - Present
First United Bank  January 2009 - May 2013
First State Bank, Abernathy TX   January 2008 - January 2009
H Bar H Farms   April 2007 - December 2007
DMG Farms Inc., Whitetail Farm Inc., Double D Farms Inc.   December 2003 - April 2007
DMG Farms, Gregory Farms Inc.   January 1993 - December 2003

Skills
Commercial Lending, Banking, Agriculture, Insurance, Retirement Planning, Estate Planning, Business Succession..., Asset Protection, Succession Planning, Lifetime Income..., Lfie Insurance..., Customer Satisfaction, Education Funding..., Small Business, Sales, Customer Service, Team Building, Marketing Strategy, Financial Services, Retirement, Marketing, Strategic Planning, Leadership

Education
Texas Tech University   1989 — 1993
Bachelors of Science, Agriculture Economics

Petersburg High School   1985 — 1988
High School

Les Metrovich Les Metrovich Greater Seattle Area Details
Les Metrovich's New York Life Insurance Company Experience August 2007 - May 2012
Job Mortgage Loan Officer
Industry Financial Services
Experience
Eagle Home Mortgage  March 2015 - Present
North Pacific Mortgage   May 2014 - March 2015
Key Bank  May 2013 - May 2014
Principal Financial Group  May 2012 - May 2013
New York Life Insurance Company   August 2007 - May 2012
HouseValues.com MarketLeader.com   August 2004 - June 2007
Broadcast Programming/Jones Broadcasting   1999 - 2004
Bank of America  1992 - 2004

Skills
Portfolio Management, Financial Services, Customer Service, Customer Satisfaction, Securities, Term Life Insurance, Finance, Program Management, Budgets, Financial Modeling, Mortgage Lending, Residential Mortgages, Insurance, Management, Sales, Refinance, Investments

Education
The American College   2009 — 2010
LUTCF Designation, Life Insurance

Montana State University
Studied Music and Business

Amy O'Donnell Amy O'Donnell Eugene, Oregon Area Details
Amy O'Donnell's New York Life Insurance Company Experience June 2002 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2002 - Present

Education
The American College
Financial Services

Don Scott, CLU Don Scott, CLU Dallas/Fort Worth Area Details
Don Scott, CLU's New York Life Insurance Company Experience 1995 - 1998
Job Agency Director at AIG Financial Network, North Texas
Industry Financial Services
Experience
AIG Financial Network  June 2015 - Present
ARMOR Wealth Management  October 2013 - June 2015
Farmers Insurance  1999 - 2013
New York Life Insurance Company   1995 - 1998

Skills
Sales, Leadership, Sales Management, Management, Customer Service, Team Building, Marketing, Life Insurance, Strategic Planning, Insurance

Education
The American College
CLU - Chartered Life Underwriter

The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance

Katie Haggard Katie Haggard Arlington, Texas Details
Katie Haggard's New York Life Insurance Company Experience July 2014 - Present
Job Underwriter
Industry Insurance
Experience
New York Life Insurance Company   July 2014 - Present
State of Texas - DFPS  September 2013 - July 2014
Texas Mentor  July 2011 - August 2013
Communities In Schools Dallas Region  February 2008 - July 2011
Denton Country MHMR   September 2007 - December 2007
Texas Department of Family and Protective Services  February 2007 - April 2007

Skills
Case Managment, Social Services, Adolescents, Child Development, Program Management, Interviews, Child Advocacy, Outlook, Mental Health, Crisis Intervention, Group Therapy, Behavioral Health, Program Development, Psychotherapy, Case Management, Child Welfare, Youth Development, Customer Service, Microsoft Office, Public Speaking

Education
Texas Woman's University   2005 — 2007
B.A., Psychology

Western Texas College   2003 — 2005
N/a, General Studies

Snyder High School   2000 — 2004
Diploma

Greg Ricks Greg Ricks Lubbock, Texas Details
Greg Ricks's New York Life Insurance Company Experience May 2005 - September 2007
Job Veterans Career Advisor
Industry Military
Experience
Texas Veterans Commission  August 2015 - Present
Caprock Jazz Festival   January 2015 - Present
Primerica  July 2015 - Present
City of Lubbock  2012 - Present
Workforce Solutions South Plains   November 2009 - February 2015
Sew What Sewing Cafe   2010 - 2012
City of Lubbock  2010 - 2010
100 Black Men of America, West Texas Chapter   2008 - 2010
New York Life Insurance Company   May 2005 - September 2007
New York Life Insurance Company   May 2005 - September 2007

Skills
Training, Interviews, Customer Service, Recruiting, Management, Sales, Public Speaking, Program Management, Human Resources, Temporary Placement, Business Development, Leadership, Nonprofits, Talent Acquisition, Cold Calling, Technical Recruiting, New Business Development, Community Outreach, Event Planning, Account Management, Public Relations, Strategic Planning, Events Coordination

Education
Texas Tech University   2000 — 2003
Bachelor's Degree, Business Administration and Management, High Performance Management

Cass Technical High School   1969 — 1972
High School Diploma, Electrical and Electronics Engineering

Rick Shiver Rick Shiver Dallas/Fort Worth Area Details
Rick Shiver's New York Life Insurance Company Experience July 2015 - Present
Job Estate Planning Professional
Industry Financial Services
Experience
New York Life Insurance Company   July 2015 - Present
Delivery Limited  June 2012 - April 2015
New York Life Insurance Company   2015 - 2015
West Texas   December 2010 - June 2011
Bridgestone/Firestone Racing Academy   March 2001 - October 2001

Skills
Marketing, Teamwork, Economics, Technical Writing, Customer Service, Microsoft Office, Time Management, Financial Analysis, Leadership, Training, Energy Industry, Event Planning, Natural Gas, Nonprofits, Public Speaking, Social Media, Strategic Planning, Title Searches, Social Networking, Contract Negotiation

Education
Texas Tech University   2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Applied Economics

Texas Tech University   2006 — 2010
B.S., Agricultural and Applied Economics

Larry Beebe, CLU®, ChFC®, AEP® Larry Beebe, CLU®, ChFC®, AEP® Toledo, Ohio Area Details
Larry Beebe, CLU®, ChFC®, AEP®'s New York Life Insurance Company Experience September 1970 - August 1988
Job Beebe Financial Services
Industry Financial Services
Experience
Beebe Financial Services   August 1988 - Present
New York Life Insurance Company   September 1970 - August 1988

Skills
Retirement Planning, Estate Planning, Strategic Planning

Education
The American College
Finance, Risk Management and Estate Planning

University of Toledo
Finance

Reed Hitch Reed Hitch Lubbock, Texas Area Details
Reed Hitch's New York Life Insurance Company Experience March 2003 - February 2004
Job Assistant Division Manager at Physicians Mutual
Industry Insurance
Experience
Physicians Mutual  October 2004 - Present
New York Life Insurance Company   March 2003 - February 2004
GE Industry   July 1996 - March 2003
Siemens  January 1986 - July 1996
Reliance Electric  June 1985 - January 1986

Skills
Medicare, Medicare Supplements, Medicare Part D, Annuities, Term Life Insurance, Whole Life, Dental, Seminars, Sales Recruitment, Sales Management, Retirement Planning, IRAs, Employee Training, Retirement, Interviews, Sales Presentations, Sales Process, Salesforce.com, Recruiting, Training, Sales, Life Insurance, Fixed Annuities, Long Term Care Insurance, Financial Planners, Financial Planning, Customer Service, Strategic Planning, Sales Operations

Education
Texas Tech University   1980 — 1985
B.S., Mech Engineering Technology

Craig Robinette Craig Robinette Columbus, Ohio Area Details
Craig Robinette's New York Life Insurance Company Experience November 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2014 - Present
The Innova Financial Group  February 2013 - October 2014
Roinette Wealth & Risk Management, Inc.   August 2006 - February 2013
The American College  January 2004 - March 2007
Best Advisory Services, LLC   May 2005 - August 2006
Foresters  February 2003 - May 2005
Farmers Insurance  March 2000 - February 2003

Skills
Finance, Risk Management, Estate Planning, Investments, Financial Planning, Insurance, Life Insurance, Business Planning, Income Protection, Financial Goals, Portfolio Management, Retirement Planning, Financial Services, Financial Advisory, Leadership, Asset Management, Strategic Financial..., Management, Small Business, Income Planning, Estate Planning..., Employee Benefits &...

Education
The American College   2012 — 2014
Chartered Financial Consultant

The College for Financial Planning   2006 — 2007
CFP Education Program, Completed Course In 1 yr

The American College   2003 — 2006
Life Underwriter Training Council Fellow (LUTCF)

The American College   2004 — 2005
Financial Services Specialist

Vijay Khetarpal Vijay Khetarpal Washington D.C. Metro Area Details
Vijay Khetarpal's New York Life Insurance Company Experience 1987 - 1995
Job Owner, Integrity Financial Group, LLC
Industry Financial Services
Experience
Integrity Financial Group, LLC   January 1996 - Present
The Rotary Club of Potomac   2007 - 2008
John Hancock Financial Services  1996 - 1999
New York Life Insurance Company   1987 - 1995

Skills
Finance, Retirement Planning, Business Planning, Estate Planning, Business Strategy, Strategic Financial..., Sales, Business Development, Strategy, Management Consulting, Nonprofits, Loans, Mortgage Lending, Start-ups, Customer Service, Entrepreneurship, Tax, Investors, Brokers, Investment Properties

Education
The College for Financial Planning   1990 — 1990
Certified Financial Planner, Financial Planning and Services for Individuals

The American College   1988 — 1989
Chartered Financial Consultant, Financial Planning and Services for Business Organizations

The American College   1987 — 1988
Chartered Life Underwriter, Life Insurance

St. Stephens College, Univ. of Delhi   1975 — 1978
B.A. (Hons), Economics

Dorothy Gelb Dorothy Gelb Greater Philadelphia Area Details
Dorothy Gelb's New York Life Insurance Company Experience March 1984 - January 2004
Job Swarthmore Community Service
Industry Health, Wellness and Fitness
Experience
Swarthmore Community   January 2004 - Present
Community Service  January 2004 - February 2010
New York Life Insurance Company   March 1984 - January 2004
New York Life Insurance Company   1984 - 2004

Education
The American College   1984 — 2000
CLU, ChFC, CLF, MSFS, Financial Services

National Real Estate Institute   1974 — 1984
GRI, CRS, Broker, Real Estate Broker

University of Missouri-Columbia   1968 — 1970
MA, Geography, Urban Studies

William Woods University   1964 — 1967
BA, Education

Bob Streams Bob Streams Houston, Texas Area Details
Bob Streams's New York Life Insurance Company Experience May 2006 - Present
Job Agent at New York Life Insurance Company and Financial Services Consultant
Industry Financial Services
Experience
New York Life Insurance Company   May 2006 - Present
Prudential Rand Realty  January 2004 - May 2006
Streams Construction   July 1996 - October 2005
Keller Williams Realty  1998 - 2004

Education
The American College

Steven B. Loving, CLU, ChFC Steven B. Loving, CLU, ChFC Kansas City, Missouri Area Details
Steven B. Loving, CLU, ChFC's New York Life Insurance Company Experience June 1992 - October 2014
Job Licensed Agent at Retirement Concepts Group, L.L.C.
Industry Insurance
Experience
Retirement Concepts Group, L.L.C.   December 2014 - Present
NYLIFE Securities, LLC  June 1992 - October 2014
New York Life Insurance Company   June 1992 - October 2014

Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Key Person Protection, 401(k) Rollovers, CLU, Gifting Strategies, Legacies, Weath Preservation..., Proctection..., Succession Planning

Education
University of Kansas   1986 — 1991
Bachelor of Science, Business Administration

The American College   2003 — 2005
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)

Jeff Pelech Jeff Pelech Greater Denver Area Details
Jeff Pelech's New York Life Insurance Company Experience 2001 - 2004
Job Director of Finance at American Medical Response
Industry Biotechnology
Experience
American Medical Response  January 2013 - Present
MicroStar Logistics  2012 - 2013
TerumoBCT  2005 - 2012
New York Life Insurance Company   2001 - 2004

Skills
Financial Reporting, Budgets, Forecasting, Accounting, Finance, Internal Controls, Managerial Finance, Cash Flow, Analysis, Strategic Financial..., Due Diligence, Business Planning, Financial Planning, Auditing, Mergers & Acquisitions, Management, Process Improvement

Education
University of Colorado at Boulder - Leeds School of Business   1993 — 1997
BS, Finance

Texas Tech University - Rawls College of Business   2004 — 2005
MBA

Charles (C.C.) Witt Charles (C.C.) Witt Greater Philadelphia Area Details
Charles (C.C.) Witt's New York Life Insurance Company Experience October 2013 - Present
Job Corporate Vice President Network Security at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company   October 2013 - Present
New York Life Insurance Company   October 2010 - October 2013
BearingPoint  September 2004 - February 2010
Sungard  2002 - 2003
scient  2000 - 2002
gadzooks  1992 - 2000

Skills
Security, Networking, IT Strategy, Process Improvement, Business Analysis, Vendor Management, PMO, Management, Business Process..., Leadership, IT Management, Enterprise Architecture, Program Management, ITIL, PMP, Project Portfolio..., SDLC, Outsourcing, IT Service Management, Change Management

Education
Texas Tech University   1993 — 1997

Dan L. Murphy Dan L. Murphy Jacksonville, Florida Area Details
Dan L. Murphy's New York Life Insurance Company Experience October 1984 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   October 1984 - Present
New York Life  August 1984 - Present

Skills
Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Mutual Funds, Insurance, Retirement, IRAs, Investments, Sales, Financial Services, 401k, Small Business, Disability Insurance

Education
The American College   2000 — 2004
Chartered Life Underwriter, Financial Planning and Services

University of South Florida   1977 — 1979

University of North Florida - College of Business Administration
Bachelor of Business Administration, Financial Planning and Services

Anne Parra Anne Parra Greater Los Angeles Area Details
Anne Parra's New York Life Insurance Company Experience August 1986 - Present
Job Sr. Director of Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 1986 - Present

Skills
Retirement, Estate Planning, Life Insurance, Leadership, Public Speaking, Marketing, Training & Development, Coaching

Education
The American College   1988 — 2015
Masters of Science in Financial Services, Financial Services

Saint John's University   1963 — 1967
Bachelor of Science in Medical Technology, Medical Technology

Loyda Molina Pagán, LUTCF Loyda Molina Pagán, LUTCF Miami/Fort Lauderdale Area Details
Loyda Molina Pagán, LUTCF's New York Life Insurance Company Experience April 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2015 - Present
New York Life Insurance Company   November 2012 - April 2015
New York Life  March 2009 - November 2012
Citi  December 2006 - December 2008
Altivus   September 2006 - November 2006

Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Sales, Sales Management, Marketing, Financial Services, Customer Satisfaction, Strategy, Sales Process, Mortgage Marketing, Cross Selling, Financial Structuring, FHA, Underwriting, Refinance, Loan Origination, Residential Mortgages, Insurance, Strategic Financial..., Investments

Education
The American College   2010 — 2011
LUTCF, Life Underwriters Training Council Fellow Designation

UPR   1994 — 2000
Bachelor of Business Administration (BBA), Finance

David Shea, LUTCF David Shea, LUTCF Waltham, Massachusetts Details
David Shea, LUTCF's New York Life Insurance Company Experience July 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2008 - Present
NYLIFE Securities, LLC  2008 - Present
BNI/Blue Hills Chapter   October 2013 - Present
Pembroke Chamber of Commerce   January 2010 - Present
Infinity Data Corp  May 2007 - December 2007
NESN  1985 - 2005
The Hockey Magazine   2001 - 2003
Boston 128 Companies   1994 - 2001
WEEI NewsRadio  1975 - 1995

Skills
Small Business, Sales, Retirement, Public Speaking, Account Management, Social Networking, 401k Rollovers, IRA Rollovers, Education Funding..., Business Insurance..., Buy/Sell Agreement, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Wealth Transfer..., Estate Planning, Social Media, Business Succession..., Life Insurance, Investments, Insurance, IRAs, Financial Services, Strategic Planning

Education
The American College   2009 — 2012

Boston State/Northeast Broadcasting   1971 — 1974

Duxbury High School

Joslynn Wilde Joslynn Wilde New York, New York Details
Joslynn Wilde's New York Life Insurance Company Experience February 2011 - August 2011
Job Senior Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
TIAA-CREF  October 2013 - Present
UBS Financial Services  December 2011 - September 2013
New York Life Insurance Company   February 2011 - August 2011
AXA Distributors  June 2007 - August 2010

Skills
Series 7, Series 66, Series 6, Series 63, NY Life & Annuity...

Education
Texas Tech University
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication

Doug Hartman,CLF®,CLTC Doug Hartman,CLF®,CLTC Shreveport, Louisiana Area Details
Doug Hartman,CLF®,CLTC's New York Life Insurance Company Experience March 2012 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2012 - Present
New York Life Insurance Company   January 2002 - March 2012
Story Communications   August 1998 - December 2001
RSR GROUP  1995 - 1998

Education
Texas Tech University - Rawls College of Business   1992 — 1995
BBA, Marketing

North Lake Junior College   1991 — 1992

Dale Meracle CLF® CLU® Dale Meracle CLF® CLU® Des Moines, Iowa Area Details
Dale Meracle CLF® CLU®'s New York Life Insurance Company Experience March 2014 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2014 - Present
New York Life Insurance Company   February 2012 - March 2014
New York Life Insurance Company   July 2007 - February 2012
Country Financial  July 1997 - March 2007
Country Financial  June 1994 - June 1997
Country Financial  January 1992 - June 1994

Skills
Retirement Planning, Training, Long-term Care, Leadership, Insurance, Retirement, Estate Planning, Recruiting, Life Insurance, Sales Management, 401(k) Rollovers, Business Insurance...

Education
The American College   1997 — 2013
CLF, CLU, Insurance, Finance, Management

Rend Lake College
Business/Managerial Economics

Carlos A. Garcia , CLF Carlos A. Garcia , CLF New York, New York Details
Carlos A. Garcia , CLF's New York Life Insurance Company Experience 2012 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2012 - Present
New York Life Insurance Company   2008 - 2012
New York Life Insurance Co.  2005 - 2007

Skills
Series 63, Asset Management, IRAs, Mortgage Lending, Social Media, Leadership, Public Speaking, Marketing, Team Building, Strategic Planning, Retirement Planning, Marketing Strategy, Life Insurance, Customer Service, Public Relations, Investments, Financial Planning, Fixed Annuities, Financial Services, Finance, Mutual Funds, Retirement, Long-term Care, Wealth Management, Estate Planning, Employee Benefits

Education
The American College   2013 — 2014
Chartered Leadership Fellow (CLF), Organizational Leadership

Utah State University
Life Sciences & Humanities, Political Science & Spanish

Diana (Borroel) Atha, ChFC, CLU, LUTCF Diana (Borroel) Atha, ChFC, CLU, LUTCF Elizabeth City, North Carolina Details
Diana (Borroel) Atha, ChFC, CLU, LUTCF's New York Life Insurance Company Experience September 1984 - September 2005
Job Financial Advisor at Atha Financial Solutions
Industry Financial Services
Experience
Common Wealth Planning   January 2015 - Present
Atha Financial Solutions   March 2013 - Present
Principal Financial Group  February 2011 - July 2013
Sacramento Hispanic Chamber of Commerce  September 2005 - October 2008
NYLIFE Securties   September 1984 - September 2005
New York Life Insurance Company   September 1984 - September 2005

Skills
Retirement Planning, Retirement, Disability Insurance, Estate Planning, Insurance, Long-term Care, Income Protection, Business Planning, Annuities, Long Term Care, Public Speaking, Small Business, Strategic Financial..., Financial Planning, Fixed Annuities, Strategic Planning, Asset Allocation, Public Relations, Nonprofits, Leadership

Education
The American College   1999 — 2003
CLU, ChFC, LUTCF, Financial Services

The American College

Michael N. Boddie Michael N. Boddie Virginia Beach, Virginia Details
Michael N. Boddie's New York Life Insurance Company Experience December 2002 - April 2015
Job Vice President of Sales
Industry Financial Services
Experience
Commonwealth Financial Partners, a member of the MassMutual Financial Group   April 2015 - Present
New York Life Insurance Company   December 2002 - April 2015

Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Team Leadership, Retirement, Long-term Care, Business Planning, Financial Services, Leadership, Retirement Planning, Fixed Annuities, Term Life Insurance, IRAs, Finance, Insurance, Long Term Care Insurance, Investments, 401k, Strategic Planning, Marketing, Interviews, Employee Benefits, Financial Planning

Education
The American College   2013 — 2014

Rocky Mount Senior High School

Brian Zicko, CLU, ChFC, CFP® Brian Zicko, CLU, ChFC, CFP® Tampa/St. Petersburg, Florida Area Details
Brian Zicko, CLU, ChFC, CFP®'s New York Life Insurance Company Experience 1996 - 2001
Job Senior Sales Consultant
Industry Financial Services
Experience
Fidelity Investments  July 2006 - June 2009
Fidelity Investments  2004 - June 2006
AIG American General  2002 - 2004
Morgan Stanley  2001 - 2002
New York Life Insurance Company   1996 - 2001

Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Series 65, Wealth Management, FINRA, Investments, Fixed Annuities, Asset Allocation, Securities, Financial Services, Relationship Management, Stock Option, Qualified Retirement..., Charitable Gift Planning, Fixed Income Strategies, Managed Money, Private Placements, Estate Planning, Business Planning, Variable Annuities, Long Term Care Insurance, Tactical Sales Planning, Recruiting, Executive Development, High-Impact Sales..., Closing Deals, Return on Investment..., Revenue & Profit Growth, productivity and..., budgeting and..., business to business..., Salesforce Training, Team Leadership, Sales Leadership..., Organizational..., Communication Skills, Life Insurance, Stocks, Bonds, Consultative Selling..., Solution Selling, Timely Decision Making, Problem Solving, Sales Management, series 9 / 10

Education
The American College   2008 — 2009
CLU & ChFC, Financial Planning and Services

Western New England College   1993 — 1996
Bachelors, Management

Jacar Bray Jacar Bray Dallas/Fort Worth Area Details
Jacar Bray's New York Life Insurance Company Experience May 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  December 2014 - Present
New York Life Insurance Company   May 2014 - Present

Skills
Sales Operations, Team Building, Account Management, Sales, Direct Sales, Sales Process, Business Planning, Selling

Education
Texas Tech University   2000 — 2006

David McFarland David McFarland Greater New York City Area Details
David McFarland's New York Life Insurance Company Experience August 1990 - May 1998
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  September 2014 - Present
Financial Services and Investment Management   April 2013 - August 2014
BNY Mellon  May 1998 - March 2013
New York Life Insurance Company   August 1990 - May 1998
Dreyfus  May 1989 - August 1990

Skills
Financial Analysis, Equities, Fixed Income, Mutual Funds, Securities, Financial Modeling, Asset Management, Investments, Derivatives, Portfolio Management, Financial Reporting, Fund Accounting, Accounting, Financial Services, Bloomberg, Capital Markets, ETFs, Alternative Investments, Fund Of Funds, Fund Administration, Corporate Actions, Investment Management, Global Custody, Middle Office, Back Office, Series 7, Securities Lending, FINRA, Bloomberg Terminal, Financial Markets, Financial Risk, Asset Allocation, FX Options, Valuation, Trading

Education
Texas Tech University - Rawls College of Business   1986 — 1989
Bachelor of Business Administration, Accounting

Agnes L. Lam CLF, LUTCF Agnes L. Lam CLF, LUTCF Madison, Wisconsin Area Details
Agnes L. Lam CLF, LUTCF's New York Life Insurance Company Experience March 2014 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company   March 2014 - Present
New York Life Insurance Company   September 2007 - March 2014
New York Life Insurance Company   January 2001 - August 2007

Skills
Retirement Planning, Leadership, Insurance, Life Insurance, Retirement, Recruiting, Leadership Development, Coaching, College Recruiting, Mentoring, Financial Services, Analysis

Education
The American College
Insurance and Financial Services

Alli Ables Alli Ables Lubbock, Texas Area Details
Alli Ables's New York Life Insurance Company Experience July 2010 - November 2010
Job Sales and Estimator at Beck Steel Inc.
Industry Financial Services
Experience
Beck Steel Inc.   November 2010 - Present
New York Life Insurance Company   July 2010 - November 2010

Education
Texas Tech University   2002 — 2008
BA Animal Science

Jeff Molepske Jeff Molepske Dallas/Fort Worth Area Details
Jeff Molepske's New York Life Insurance Company Experience August 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 2015 - Present
Bunzl / R3   May 2014 - Present
Dallas Cowboys  May 2012 - Present
Bank of America  June 2012 - June 2014
BAC Home Loans   January 2011 - June 2012
Circle Ten Council   January 2006 - November 2010

Skills
Sales, Marketing, Customer Service, Leadership, Fundraising, Management, Team Building, Training, Strategic Planning, Public Speaking, Event Management, Microsoft Office, Leadership Development, Account Management, Contract Negotiation, Sales Management, Coaching, Time Management, Business Development, Marketing Strategy, Microsoft Word, Program Management, Team Leadership, Negotiation, Project Management, Project Planning, PowerPoint, Change Management, Operations Management, Retail, Employee Relations, New Business Development, Human Resources, Social Media, Analysis, Public Relations, Organizational..., Customer Satisfaction, Process Improvement, Social Networking, Outlook, Marketing Communications, Microsoft Excel, Inventory Management, Social Media Marketing, Nonprofits, Insurance

Education
Texas Tech University
Bachelor of Arts, Communication Studies

PSHS

Plano Senior HS

Jonathan Brunson Jonathan Brunson Lubbock, Texas Area Details
Jonathan Brunson's New York Life Insurance Company Experience November 2010 - May 2011
Job Senior Vice President Sales and Services at Alliance Federal Credit Union
Industry Financial Services
Experience
Alliance Federal Credit Union  July 2015 - Present
Fifth Third Bank  November 2014 - July 2015
GM Financial/AmeriCredit  May 2011 - November 2014
New York Life Insurance Company   November 2010 - May 2011
Southwest 66 Credit Union   May 2008 - November 2010
United Auto Credit Corporation  December 2004 - May 2008
Navistar Financial / International Trucks   August 2001 - December 2004
Ford Motor Credit Company  October 1996 - August 2001

Skills
Loans, Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Marketing, Relationship Management, Risk Management, Underwriting, Portfolio Management, Finance, Management, Financial Analysis, Sales, Commercial Lending, Customer Retention, Sales Management

Education
Texas Tech University   1993 — 1996
Marketing, Finance

Carole Rompala Carole Rompala Greater Philadelphia Area Details
Carole Rompala's New York Life Insurance Company Experience January 1998 - December 1999
Job Experienced Sales Manager in Insurance Industry
Industry Insurance
Experience
Horace Mann  May 2014 - Present
Nationwide Insurance  February 2005 - December 2013
Conte Insurance Agency   2003 - 2005
The Baltimore Life Insurance Company  2002 - 2003
Waddell and Reed  2000 - 2002
Western & Southern Financial Group  May 1999 - November 2000
New York Life Insurance Company   January 1998 - December 1999

Skills
Insurance, Property & Casualty..., Liability, Underwriting, General Insurance, Claim, Casualty, New Business Development, Sales, Commercial Insurance, Umbrella Insurance, Term Life Insurance, Professional Liability, Life Insurance, Legal Liability, Fixed Annuities, Customer Service, Workers Compensation, Health Insurance, Management, Employee Benefits

Education
The American College   2000 — 2005
Life Underwriters Training Council Fellowship (LUTCF), Advanced Markets, Business Insurance, Estate Planning, Financial Services

Cardinal Dougherty High School   1962 — 1966
Graduate, Business

Elaine Mahon Elaine Mahon New York, New York Details
Elaine Mahon's New York Life Insurance Company Experience June 2007 - September 2007
Job Senior Associate
Industry Financial Services
Experience
JPMorgan Chase & Co.   January 2015 - Present
Virtus Partners, LLC  January 2014 - January 2015
Virtus Partners, LLC  October 2012 - January 2014
Markit  September 2007 - October 2012
New York Life Insurance Company   June 2007 - September 2007
Convergys  2005 - 2007
West Teleservices  May 2002 - April 2003

Skills
Data Reconciliation, Requirements Analysis, Data Analysis, Portfolio Management, Quality Assurance, Relationship Management, Problem Solving, Strategic Thinking, Key Metrics, Business Analysis, Training, Synthesizing, CLO, Hedge Funds, Broker-Dealer, Buy-side, Fund Administration, Software Asset..., Process Improvement, Bloomberg, Equities, Structured Finance, Management, Sales, Trading, Fixed Income, Derivatives, Asset Management, Financial Services

Education
Texas Tech University - Rawls College of Business   2005 — 2007
MBA, General Business

University of Tennessee College of Law   2004 — 2005
Law

Texas Tech University   2002 — 2004
BA, English

Simon Reyes, CLF Simon Reyes, CLF Las Vegas, Nevada Area Details
Simon Reyes, CLF's New York Life Insurance Company Experience May 2015 - Present
Job Talent Acquisition, Leader Development, Sales Professional with Aflac since 2004
Industry Insurance
Experience
New York Life Insurance Company   May 2015 - Present
Aflac  June 2008 - May 2015
Aflac  January 2005 - June 2008
Aflac  April 2004 - January 2005

Skills
Employee Benefits, Health Insurance, Consultative Sales..., Strategic Selling, Brokers, Recruiting, Sales Management, Sales Management..., Sales Cycle Management, Team Building, Cross-functional Team..., Cross Selling, Sales Process, Marketing Strategy, Key Account Management, Key Account Development, Key Account..., Leadership, Team Leadership, Coaching, Risk Management, Customer Satisfaction, Customer Retention, Consultative Selling..., Ancillary Benefits, Talent Management, Highly detail oriented, Change Management, Business Networking, Business Strategy, Strategic Communications, Employee Engagement, Trusted Business Advisor, Trusted Business Partner, Talent Acquisition, Employee Training, Strategic Leadership, Thought Leadership, Business Analysis, Risk Assessment, Internet Recruiting, Direct Sales, Sales Presentation..., Sales Presentations, Contract Negotiation, Benefits Negotiation, Strategic Negotiations, Strategic Thinking, Strategic Alliances, Business Alliance...

Education
The American College   2013 — 2013
Charter Leadership Fellow, Leadership

University of Washington   1989 — 2003
Bachelor of Arts (B.A.), International Relations and National Security Studies