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,
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New York Life Insurance Company Employees
Employee
Years
Job
Industry
William L. Woods, CLU, ChFC, CLTC, LUTCF William L. Woods, CLU, ChFC, CLTC, LUTCF's New York Life Insurance Company Experience May 1992 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company May 1992 - Present
NYLIFE Securities LLC May 1992 - Present
Skills
Life Insurance, Insurance, Retirement, Investments, Retirement Planning, 401k Rollovers, Annuity Sales, CLU, Licensed Life Insurance..., LUTCF, Protection/Planning/Fami..., Small Business, Financial Services, Securities, Project Management, 401-K Rollovers, Customer Service, Public Speaking
Education
The American College
LUTCF, Life Underwiter Training Council Fellowship
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
West Virginia University 1976 — 1980
Bachelor of Science (BS), Recreation Administration
Scott High School 1972 — 1976
New York Life Insurance Company May 1992 - Present
NYLIFE Securities LLC May 1992 - Present
Skills
Life Insurance, Insurance, Retirement, Investments, Retirement Planning, 401k Rollovers, Annuity Sales, CLU, Licensed Life Insurance..., LUTCF, Protection/Planning/Fami..., Small Business, Financial Services, Securities, Project Management, 401-K Rollovers, Customer Service, Public Speaking
Education
The American College
LUTCF, Life Underwiter Training Council Fellowship
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
West Virginia University 1976 — 1980
Bachelor of Science (BS), Recreation Administration
Scott High School 1972 — 1976
Salwyn Sal Parker ,CLU,ChFC,LUTCF,AEP Salwyn Sal Parker ,CLU,ChFC,LUTCF,AEP's New York Life Insurance Company Experience December 1992 - Present
Job Veteran Financial Services Professional, Providing Innovative Solutions to Concerns that Many People are Facing Today
Industry Financial Services
Experience
New York Life Insurance Company December 1992 - Present
New York Life Insurance Company January 2013 - April 2015
New York Life Insurance Company March 2006 - December 2012
New York Life Insurance Company December 1999 - March 2006
US Army June 1986 - December 1992
Skills
Leadership, Insurance, Training, Team Building, Life Insurance, Customer Service, Sales, Strategic Planning, Program Management, Marketing, Team Leadership, Time Management, Analysis, Leadership Development, Thought Leadership, CLU, ChFC, Communication, hands on leader, Multi-tasking Skills, Microsoft Office, Business Planning
Education
The American College 1998 — 2005
CLU, ChFC, AEP, LUTCF, Finance and Leadership
Campbell University 1982 — 1986
BBA, Computer Information Systems
New York Life Insurance Company December 1992 - Present
New York Life Insurance Company January 2013 - April 2015
New York Life Insurance Company March 2006 - December 2012
New York Life Insurance Company December 1999 - March 2006
US Army June 1986 - December 1992
Skills
Leadership, Insurance, Training, Team Building, Life Insurance, Customer Service, Sales, Strategic Planning, Program Management, Marketing, Team Leadership, Time Management, Analysis, Leadership Development, Thought Leadership, CLU, ChFC, Communication, hands on leader, Multi-tasking Skills, Microsoft Office, Business Planning
Education
The American College 1998 — 2005
CLU, ChFC, AEP, LUTCF, Finance and Leadership
Campbell University 1982 — 1986
BBA, Computer Information Systems
Jayson Kawamoto Jayson Kawamoto's New York Life Insurance Company Experience August 2006 - January 2009
Job CFP®, ChFC®, CLU®
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
BancWest Investment Services January 2009 - October 2013
New York Life Insurance Company August 2006 - January 2009
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Asset Management, Estate Planning, Equities, Investment Strategies, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Fixed Income, Banking, Series 63
Education
University of Hawaii - College of Business Administration 2001 — 2006
BBA, Marketing and Management
The American College
CFP®, ChFC®, CLU®, LUTCF
College for Financial Planning
CRPS®
Goldman Sachs January 2014 - Present
BancWest Investment Services January 2009 - October 2013
New York Life Insurance Company August 2006 - January 2009
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Asset Management, Estate Planning, Equities, Investment Strategies, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Fixed Income, Banking, Series 63
Education
University of Hawaii - College of Business Administration 2001 — 2006
BBA, Marketing and Management
The American College
CFP®, ChFC®, CLU®, LUTCF
College for Financial Planning
CRPS®
Yarilee Rivera Yarilee Rivera's New York Life Insurance Company Experience August 2013 - December 2013
Job Recruiting Assistant at New York Life Insurance Company
Industry Financial Services
Experience
ADT Security Services August 2014 - December 2014
CVS Caremark December 2013 - February 2014
New York Life Insurance Company August 2013 - December 2013
Harland Clarke April 2009 - October 2012
Skills
Recruiting, Customer Service, Employee Benefits, Employee Relations, Human Resources, Talent Acquisition, Onboarding, Applicant Tracking..., HRIS, Performance Management, Talent Management, Employee Engagement, Training, Interviews, Sourcing
Education
The Art Institute of San Antonio 2011 — 2016
Bachelor of Fine Arts (BFA), Media Art & Animation, Junior
James Pace High School 1995 — 1999
High School Diploma, Art
ADT Security Services August 2014 - December 2014
CVS Caremark December 2013 - February 2014
New York Life Insurance Company August 2013 - December 2013
Harland Clarke April 2009 - October 2012
Skills
Recruiting, Customer Service, Employee Benefits, Employee Relations, Human Resources, Talent Acquisition, Onboarding, Applicant Tracking..., HRIS, Performance Management, Talent Management, Employee Engagement, Training, Interviews, Sourcing
Education
The Art Institute of San Antonio 2011 — 2016
Bachelor of Fine Arts (BFA), Media Art & Animation, Junior
James Pace High School 1995 — 1999
High School Diploma, Art
Icheiri Ramos, Student ASID Icheiri Ramos, Student ASID's New York Life Insurance Company Experience August 2013 - October 2013
Job Home Furnishings Consultant at Ashley Furniture Homestores
Industry Design
Experience
Ashley Furniture Homestores September 2015 - Present
The Art Institutes March 2015 - September 2015
MAXIMUS September 2014 - December 2014
ValueOptions, Inc.® April 2014 - September 2014
H&R Block January 2014 - April 2014
New York Life Insurance Company August 2013 - October 2013
State Farm April 2013 - July 2013
Regal Entertainment Group February 2012 - January 2013
Skills
Interior Design, Customer Service, Organizational..., Time Management, Thought Leadership, Analysis, Microsoft Office, Insurance, Multitasking Skills, Phone Etiquette, Cash Handling Experience, Retirement Planning, Small Business, Licensed Life Insurance..., Photoshop, Sales, Social Media, Research, Public Speaking, Training, Leadership
Education
The Art Institute of Washington-Northern Virginia 2015 — 2018
Bachelor of Fine Arts (BFA), Interior Design
Ashley Furniture Homestores September 2015 - Present
The Art Institutes March 2015 - September 2015
MAXIMUS September 2014 - December 2014
ValueOptions, Inc.® April 2014 - September 2014
H&R Block January 2014 - April 2014
New York Life Insurance Company August 2013 - October 2013
State Farm April 2013 - July 2013
Regal Entertainment Group February 2012 - January 2013
Skills
Interior Design, Customer Service, Organizational..., Time Management, Thought Leadership, Analysis, Microsoft Office, Insurance, Multitasking Skills, Phone Etiquette, Cash Handling Experience, Retirement Planning, Small Business, Licensed Life Insurance..., Photoshop, Sales, Social Media, Research, Public Speaking, Training, Leadership
Education
The Art Institute of Washington-Northern Virginia 2015 — 2018
Bachelor of Fine Arts (BFA), Interior Design
Nader Gourgy Nader Gourgy's New York Life Insurance Company Experience February 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company February 2009 - Present
Bank of America February 2008 - November 2008
Washington Mutual Bank March 2007 - February 2008
Bank of America January 2002 - November 2006
Norwest Mortgage February 1995 - January 2002
Norwest Mortgage February 1995 - January 2002
Resource Mortgage January 1993 - January 1995
Skills
Investments, Loans, Financial Planning, Budgeting, Asset, Funding, Banking, Mortgage, Credit, Series 7, Series 63, Annuities, Risk Management, Financial Analysis, Wealth Management, Insurance, Retirement Planning, Securities, Consumer Lending, Retirement, Underwriting, Commercial Banking, Portfolio Management, Financial Advisory, Mortgage Lending, Small Business Lending, Mortgage Banking, Customer Relations, 401k, Commercial Lending, Term Life Insurance, Loan Origination, Long Term Care, Customer Service, Forecasting, Disability Insurance, Process Improvement, Financial Reporting, Series 6, Credit Analysis, Compliance, Accounting, Commercial Mortgages, Strategic Planning, Team Building, FHA, Mutual Funds, VA, Refinance, Trading
Education
Real Estate License - Department of Real Estate 1990 — 1990
B.A, Accounting
The American University in Cairo 1980 — 1985
BA, accounting, economics
New York Life Insurance Company February 2009 - Present
Bank of America February 2008 - November 2008
Washington Mutual Bank March 2007 - February 2008
Bank of America January 2002 - November 2006
Norwest Mortgage February 1995 - January 2002
Norwest Mortgage February 1995 - January 2002
Resource Mortgage January 1993 - January 1995
Skills
Investments, Loans, Financial Planning, Budgeting, Asset, Funding, Banking, Mortgage, Credit, Series 7, Series 63, Annuities, Risk Management, Financial Analysis, Wealth Management, Insurance, Retirement Planning, Securities, Consumer Lending, Retirement, Underwriting, Commercial Banking, Portfolio Management, Financial Advisory, Mortgage Lending, Small Business Lending, Mortgage Banking, Customer Relations, 401k, Commercial Lending, Term Life Insurance, Loan Origination, Long Term Care, Customer Service, Forecasting, Disability Insurance, Process Improvement, Financial Reporting, Series 6, Credit Analysis, Compliance, Accounting, Commercial Mortgages, Strategic Planning, Team Building, FHA, Mutual Funds, VA, Refinance, Trading
Education
Real Estate License - Department of Real Estate 1990 — 1990
B.A, Accounting
The American University in Cairo 1980 — 1985
BA, accounting, economics
Kenneth R. Richey, CLU, ChFC, LUTCF Kenneth R. Richey, CLU, ChFC, LUTCF's New York Life Insurance Company Experience November 2006 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2006 - Present
Executive Funding, Inc. July 1997 - October 2006
Skills
Insurance, Annuity Sales, Estate Planning, Legacies, Licensed Life Insurance..., Protection..., 401(k) Rollovers, Gifting Strategies, LUTCF, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Time Management, Thought Leadership, Key Person Protection, Wealth Preservation..., Fixed Annuities, Wealth Accumulation, IRAs, Multi-generational..., Protection..., Customer Service, Leadership, Marketing, Sales, Team Building, Strategic Planning
Education
The American College 2008 — 2010
ChFC, Finance, Investments, Insurance, Estate Planning
The American College 2007 — 2008
Life Underwriter Training Council Fellow, Insurance
Weber State University 1999 — 2002
Bachelor of Science, Business Administration/Finance and Business Economics
New York Life Insurance Company November 2006 - Present
Executive Funding, Inc. July 1997 - October 2006
Skills
Insurance, Annuity Sales, Estate Planning, Legacies, Licensed Life Insurance..., Protection..., 401(k) Rollovers, Gifting Strategies, LUTCF, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Time Management, Thought Leadership, Key Person Protection, Wealth Preservation..., Fixed Annuities, Wealth Accumulation, IRAs, Multi-generational..., Protection..., Customer Service, Leadership, Marketing, Sales, Team Building, Strategic Planning
Education
The American College 2008 — 2010
ChFC, Finance, Investments, Insurance, Estate Planning
The American College 2007 — 2008
Life Underwriter Training Council Fellow, Insurance
Weber State University 1999 — 2002
Bachelor of Science, Business Administration/Finance and Business Economics
Carrie Jarrard Carrie Jarrard's New York Life Insurance Company Experience June 2008 - October 2009
Job Business and Operations Manager at University of South Carolina School of Medicine Department of Orthopaedics
Industry Medical Practice
Experience
University of South Carolina August 2011 - Present
DICK'S Sporting Goods February 2010 - July 2011
New York Life Insurance Company June 2008 - October 2009
Charleston Breast Center May 2009 - August 2009
New York Life Insurance Company May 2007 - June 2008
Prevent Child Abuse South Carolina October 2005 - May 2006
United States House July 2005 - July 2005
Skills
Strategy, Leadership, Public Relations, Marketing, Finance, Managerial Finance, Accounting, Human Resources, Training
Education
The Citadel 2008 — 2009
Masters, Business Administration
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science, Business Administration; Marketing, Management, and Risk Management
University of South Carolina August 2011 - Present
DICK'S Sporting Goods February 2010 - July 2011
New York Life Insurance Company June 2008 - October 2009
Charleston Breast Center May 2009 - August 2009
New York Life Insurance Company May 2007 - June 2008
Prevent Child Abuse South Carolina October 2005 - May 2006
United States House July 2005 - July 2005
Skills
Strategy, Leadership, Public Relations, Marketing, Finance, Managerial Finance, Accounting, Human Resources, Training
Education
The Citadel 2008 — 2009
Masters, Business Administration
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science, Business Administration; Marketing, Management, and Risk Management
Oliver O'Brien Oliver O'Brien's New York Life Insurance Company Experience January 2013 - October 2013
Job Senior Sales Coordinator
Industry Financial Services
Experience
John Hancock Financial Services November 2014 - Present
Citizens Bank July 2014 - November 2014
New York Life Insurance Company January 2013 - October 2013
Skills
Operations Management, Strategic Planning, Transportation, Customer Service, Negotiation, Income Statement, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Team Building, Logistics, New Business Development, Sales Management, Pricing, Account Management, Series 6, Licensed Life & Health...
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Arts (B.A.), Economics
The Citadel 2001 — 2003
Bachelor of Arts (B.A.), Economics
John Hancock Financial Services November 2014 - Present
Citizens Bank July 2014 - November 2014
New York Life Insurance Company January 2013 - October 2013
Skills
Operations Management, Strategic Planning, Transportation, Customer Service, Negotiation, Income Statement, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Team Building, Logistics, New Business Development, Sales Management, Pricing, Account Management, Series 6, Licensed Life & Health...
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Arts (B.A.), Economics
The Citadel 2001 — 2003
Bachelor of Arts (B.A.), Economics
Hoyt L. Rusty Holt. Jr. CLU,CLF,LUTC, CLTC Hoyt L. Rusty Holt. Jr. CLU,CLF,LUTC, CLTC's New York Life Insurance Company Experience October 2013 - Present
Job Director of Operations at Medal of Honor Bowl
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
Medal of Honor Bowl September 2013 - Present
New York Life Insurance Company, Savannah, GA June 1985 - September 2013
Skills
Long-term Care, Fixed Annuities, Estate Planning, Retirement Planning, Retirement, Securities, Investments, Life Insurance, Leadership, Mutual Funds, Business Planning, Insurance, Training, Financial Services, Underwriting, Recruiting, Finance, Disability Insurance, Long Term Care Insurance, Analysis, Loans, Term Life Insurance, IRAs, Strategic Financial..., Financial Planners, Wealth Management, 401k, Investment Advisory, Financial Advisory, Employee Benefits, Small Business, Series 7, Portfolio Management, Pensions, Health Insurance, Wealth Accumulation, Series 6, 401k Rollovers, Mortgage Lending, Brokers, Risk Management, Executive Management, Asset Management, Asset Protection, Series 63, Credit, Commercial Lending, Small Business Lending, Financial Risk, Commercial Banking
Education
The Citadel 1969 — 1973
BS, Business Administration
New York Life Insurance Company October 2013 - Present
Medal of Honor Bowl September 2013 - Present
New York Life Insurance Company, Savannah, GA June 1985 - September 2013
Skills
Long-term Care, Fixed Annuities, Estate Planning, Retirement Planning, Retirement, Securities, Investments, Life Insurance, Leadership, Mutual Funds, Business Planning, Insurance, Training, Financial Services, Underwriting, Recruiting, Finance, Disability Insurance, Long Term Care Insurance, Analysis, Loans, Term Life Insurance, IRAs, Strategic Financial..., Financial Planners, Wealth Management, 401k, Investment Advisory, Financial Advisory, Employee Benefits, Small Business, Series 7, Portfolio Management, Pensions, Health Insurance, Wealth Accumulation, Series 6, 401k Rollovers, Mortgage Lending, Brokers, Risk Management, Executive Management, Asset Management, Asset Protection, Series 63, Credit, Commercial Lending, Small Business Lending, Financial Risk, Commercial Banking
Education
The Citadel 1969 — 1973
BS, Business Administration
James Rieger's New York Life Insurance Company Experience April 1985 - August 2002
Job CEO at Rock Solid Wealth Strategies, LLC and CEO at JSR Insurance Services, LLC
Industry Financial Services
Experience
Rock Solid Wealth Strategies, LLC January 2010 - Present
JSR Insurance Services, LLC January 2010 - Present
SportsMED Orthopaedic Surgery and Spine Center 2014 - 2015
SportsMED Orthopaedic Surgery and Spine Center 2014 - 2015
NYLIFE Securities, Inc. June 1987 - August 2002
New York Life Insurance Company April 1985 - August 2002
Skills
Retirement Planning, IRAs, Life Insurance, Estate Planning, Entrepreneurship, Fixed Annuities, Financial Planners, Retirement, Investments, Strategic Financial..., Wealth, 401k, Asset Protection, Public Speaking, Indexed Annuities, Income Protection, Estate Tax Planning, Term Life Insurance, Employee Benefits, Personal Finance, Small Business, Strategic Planning, Financial Risk, Roth IRA, 401k Rollovers, Fixed Income Strategies, Retirement Plan..., Structured Finance, Leadership, Fixed Income Analysis, Retirement Benefits, Charitable Gift Planning, Team-oriented, Long Term Relationship..., Selling Businesses, Progress Monitoring, Profit Sharing, 457 Plans, 403 b, Registered Investment..., Impact Investing, Socially Responsible..., Charitable Trusts, Charitable Remainder..., Charismatic Leadership, Hedge Funds, Market Analysis, Financial Analysis, Financial Services, Professional Services
Education
The American College 1989 — 1990
Financial and Estate Planning
Rock Solid Wealth Strategies, LLC January 2010 - Present
JSR Insurance Services, LLC January 2010 - Present
SportsMED Orthopaedic Surgery and Spine Center 2014 - 2015
SportsMED Orthopaedic Surgery and Spine Center 2014 - 2015
NYLIFE Securities, Inc. June 1987 - August 2002
New York Life Insurance Company April 1985 - August 2002
Skills
Retirement Planning, IRAs, Life Insurance, Estate Planning, Entrepreneurship, Fixed Annuities, Financial Planners, Retirement, Investments, Strategic Financial..., Wealth, 401k, Asset Protection, Public Speaking, Indexed Annuities, Income Protection, Estate Tax Planning, Term Life Insurance, Employee Benefits, Personal Finance, Small Business, Strategic Planning, Financial Risk, Roth IRA, 401k Rollovers, Fixed Income Strategies, Retirement Plan..., Structured Finance, Leadership, Fixed Income Analysis, Retirement Benefits, Charitable Gift Planning, Team-oriented, Long Term Relationship..., Selling Businesses, Progress Monitoring, Profit Sharing, 457 Plans, 403 b, Registered Investment..., Impact Investing, Socially Responsible..., Charitable Trusts, Charitable Remainder..., Charismatic Leadership, Hedge Funds, Market Analysis, Financial Analysis, Financial Services, Professional Services
Education
The American College 1989 — 1990
Financial and Estate Planning
Jeff Russolino's New York Life Insurance Company Experience September 1990 - Present
Job Helping to build and protect wealth for individuals in the Greater New Orleans area for more than 20 years
Industry Financial Services
Experience
New York Life Insurance Company September 1990 - Present
NYLIFE Securities LLC September 1990 - Present
Eagle Strategies, LLC January 2012 - Present
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, IRA Rollovers, Wealth Preservation..., Retirement Income...
Education
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Providence College
Bachelor of Arts (B.A.)
New York Life Insurance Company September 1990 - Present
NYLIFE Securities LLC September 1990 - Present
Eagle Strategies, LLC January 2012 - Present
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, IRA Rollovers, Wealth Preservation..., Retirement Income...
Education
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Providence College
Bachelor of Arts (B.A.)
James Hansil James Hansil's New York Life Insurance Company Experience August 2011 - April 2012
Job Sr. Representative, Sales Specialist at SABIC
Industry Plastics
Experience
SABIC February 2015 - Present
SABIC July 2013 - Present
BB&T June 2012 - June 2013
New York Life Insurance Company August 2011 - April 2012
Skills
Leadership, Microsoft Office, Social Networking, Entrepreneurship, Team Building, Customer Service, Microsoft Excel, Public Speaking, Time Management, Financial Analysis, Networking, Recruiting, Data Analysis, Employee Relations, Sales, Team Leadership, Analysis, Microsoft Word, PowerPoint
Education
The Citadel 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
SABIC February 2015 - Present
SABIC July 2013 - Present
BB&T June 2012 - June 2013
New York Life Insurance Company August 2011 - April 2012
Skills
Leadership, Microsoft Office, Social Networking, Entrepreneurship, Team Building, Customer Service, Microsoft Excel, Public Speaking, Time Management, Financial Analysis, Networking, Recruiting, Data Analysis, Employee Relations, Sales, Team Leadership, Analysis, Microsoft Word, PowerPoint
Education
The Citadel 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Donald White Donald White's New York Life Insurance Company Experience January 1977 - April 1979
Job CEO of Treasure Coast Financial and Treasurer Love Without Boundaries
Industry Financial Services
Experience
Love Without Boundaries January 2006 - Present
Treasure Coast Financial Services Inc. January 1995 - Present
God's Money December 1993 - Present
Million Dollar Roundtable 1991 - Present
Prudential Securities February 1988 - January 1995
EF Hutton & Company December 1985 - February 1988
Cohen-White & Associates July 1982 - December 1985
Pacific Life April 1979 - July 1982
New York Life Insurance Company January 1977 - April 1979
Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory
Education
The American College 1984 — 1986
ChFC, Chartered Financial Consultant
The American College 1979 — 1981
CLU, Insurance
University of Florida 1973 — 1974
None, Jouralism
Northeast High School 1970 — 1973
Diploma
Love Without Boundaries January 2006 - Present
Treasure Coast Financial Services Inc. January 1995 - Present
God's Money December 1993 - Present
Million Dollar Roundtable 1991 - Present
Prudential Securities February 1988 - January 1995
EF Hutton & Company December 1985 - February 1988
Cohen-White & Associates July 1982 - December 1985
Pacific Life April 1979 - July 1982
New York Life Insurance Company January 1977 - April 1979
Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory
Education
The American College 1984 — 1986
ChFC, Chartered Financial Consultant
The American College 1979 — 1981
CLU, Insurance
University of Florida 1973 — 1974
None, Jouralism
Northeast High School 1970 — 1973
Diploma
Teressa Ryder's New York Life Insurance Company Experience March 2006 - Present
Job Sales & Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2006 - Present
Skills
Life Insurance, Insurance, Mutual Funds, Retirement Planning, Wealth Management, Long-term Care, Fixed Annuities, IRAs, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Training, Sales, Retirement, Estate Planning, Financial Planning
Education
The American College 2013 — 2015
Charter Life Underwriter
New York Life Insurance Company March 2006 - Present
Skills
Life Insurance, Insurance, Mutual Funds, Retirement Planning, Wealth Management, Long-term Care, Fixed Annuities, IRAs, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Training, Sales, Retirement, Estate Planning, Financial Planning
Education
The American College 2013 — 2015
Charter Life Underwriter
Chester Hansen Chester Hansen's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Cornerstone Wealth & Tax Advisory Group May 2014 - October 2014
Skills
Time Management, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Team Leadership, Teamwork
Education
The Citadel 2010 — 2014
Bachelor of Science (BS), Criminal Justice/Police Science
Statesville High School 2006 — 2010
New York Life Insurance Company November 2014 - Present
Cornerstone Wealth & Tax Advisory Group May 2014 - October 2014
Skills
Time Management, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Team Leadership, Teamwork
Education
The Citadel 2010 — 2014
Bachelor of Science (BS), Criminal Justice/Police Science
Statesville High School 2006 — 2010
Roger Anthony Ford Roger Anthony Ford's New York Life Insurance Company Experience May 2014 - Present
Job New York Life Insurance Co.
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company October 1990 - April 2014
Letia Mitchell LifeStyle & Design January 2008 - January 2011
New York Public Library March 1986 - September 1990
Skills
Interior Design, Creative Writing, Acting, ToastMasters -Master of..., Project Management, Photography, Leadership, Microsoft Office, Management, Financial Services, Insurance, Finance, Public Speaking, Marketing Strategy, Process Improvement
Education
College of New Rochelle 1990 — 1994
BA with Honors, Communications/ Business Administration
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company October 1990 - April 2014
Letia Mitchell LifeStyle & Design January 2008 - January 2011
New York Public Library March 1986 - September 1990
Skills
Interior Design, Creative Writing, Acting, ToastMasters -Master of..., Project Management, Photography, Leadership, Microsoft Office, Management, Financial Services, Insurance, Finance, Public Speaking, Marketing Strategy, Process Improvement
Education
College of New Rochelle 1990 — 1994
BA with Honors, Communications/ Business Administration
Patria D. Rehkamp, LUTCF's New York Life Insurance Company Experience November 2011 - Present
Job Passionate, Dedicated Agent with New York Life helping families having sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company November 2011 - Present
Preferred Therapy Solutions July 2009 - October 2011
Manulife Financial September 1997 - August 2006
Skills
Retirement Planning, Small Business, Term Life Insurance, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Business Insurance..., Business Succession..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacy Planning, Permanent Life Insurance, Finance, Public Speaking, Budgets, New Business Development, IRAs, PowerPoint, Management, Succession Planning, Sales Management, Team Building, Plannning, Sales, Leadership, Financial Services, Risk Management, Investments
Education
The American College 2000 — 2002
LUTCF
Unversity of San Carlos, Cebu City, Philippines 1981 — 1985
Bachelor of Commerce (B.Com.), Accounting
La Salle University 1977 — 1981
High School Diploma, High School
New York Life Insurance Company November 2011 - Present
Preferred Therapy Solutions July 2009 - October 2011
Manulife Financial September 1997 - August 2006
Skills
Retirement Planning, Small Business, Term Life Insurance, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Business Insurance..., Business Succession..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacy Planning, Permanent Life Insurance, Finance, Public Speaking, Budgets, New Business Development, IRAs, PowerPoint, Management, Succession Planning, Sales Management, Team Building, Plannning, Sales, Leadership, Financial Services, Risk Management, Investments
Education
The American College 2000 — 2002
LUTCF
Unversity of San Carlos, Cebu City, Philippines 1981 — 1985
Bachelor of Commerce (B.Com.), Accounting
La Salle University 1977 — 1981
High School Diploma, High School
Michelle Keeley Michelle Keeley's New York Life Insurance Company Experience May 2014 - Present
Job Experienced Financial Services Specialist helping clients with investment strategies, life insurance, & long term care.
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Griffin-Owens & Associates February 2000 - April 2014
American Express February 1999 - February 2000
Merrill Lynch February 1993 - February 1999
Skills
Retirement Planning, Life Insurance..., Education Funding..., Lifetime Income..., Wealth Transfer..., Personal Finance, Supplements to Employee..., Retirement, Insurance, Financial Services, Leadership, Small Business, Securities, Management, Marketing, Team Building, Strategic Planning, Social Networking, Public Speaking
Education
The American College 2004 — 2008
ChFC & CASL
Speaker Salon
Speaker Salon
The American College
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Griffin-Owens & Associates February 2000 - April 2014
American Express February 1999 - February 2000
Merrill Lynch February 1993 - February 1999
Skills
Retirement Planning, Life Insurance..., Education Funding..., Lifetime Income..., Wealth Transfer..., Personal Finance, Supplements to Employee..., Retirement, Insurance, Financial Services, Leadership, Small Business, Securities, Management, Marketing, Team Building, Strategic Planning, Social Networking, Public Speaking
Education
The American College 2004 — 2008
ChFC & CASL
Speaker Salon
Speaker Salon
The American College
Chantel Felicien Chantel Felicien's New York Life Insurance Company Experience December 2007 - Present
Job Administrative Assistant II at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2007 - Present
Scojo Vision March 2007 - August 2007
Home Depot March 2006 - March 2007
NY1 February 2005 - April 2005
WPLJ FM July 2004 - December 2004
Skills
Administrative..., Customer Service, Teamwork, Telephone Skills, Outlook, Research, Microsoft Office, Microsoft Word, Social Networking, Time Management, Editing, PowerPoint, Event Planning, Social Media, Microsoft Excel, Facebook, Final Cut Pro, Public Speaking, Sales, Access
Education
College of New Rochelle 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies, Mass Media
Martin Luther King Jr. HS 1997 — 2001
Diploma, Business, Academy of Finance, 3.1
New York Life Insurance Company December 2007 - Present
Scojo Vision March 2007 - August 2007
Home Depot March 2006 - March 2007
NY1 February 2005 - April 2005
WPLJ FM July 2004 - December 2004
Skills
Administrative..., Customer Service, Teamwork, Telephone Skills, Outlook, Research, Microsoft Office, Microsoft Word, Social Networking, Time Management, Editing, PowerPoint, Event Planning, Social Media, Microsoft Excel, Facebook, Final Cut Pro, Public Speaking, Sales, Access
Education
College of New Rochelle 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies, Mass Media
Martin Luther King Jr. HS 1997 — 2001
Diploma, Business, Academy of Finance, 3.1
Wade Dolamore Wade Dolamore's New York Life Insurance Company Experience June 1974 - August 1994
Job Sergeant (Retired) at Medina County Sheriff's Department
Industry Law Enforcement
Experience
Medina County Sheriff's Department August 1981 - October 2005
New York Life Insurance Company June 1974 - August 1994
W. T. Grant Company June 1961 - June 1973
Skills
Computers, Human Relationship, Insurance, Investments, Criminal Law, Law Enforcement..., Firearms, Criminal Investigations, Criminal Justice, Executive Protection, Fraud, Interrogation, Investigation, Personal Protection, Police, Private Investigations, Public Safety, Training, Workplace Violence
Education
The American College 1983 — 1987
Charted Life Underwriter, Insurance
Buckeye High School 1958 — 1961
Medina County Sheriff's Department August 1981 - October 2005
New York Life Insurance Company June 1974 - August 1994
W. T. Grant Company June 1961 - June 1973
Skills
Computers, Human Relationship, Insurance, Investments, Criminal Law, Law Enforcement..., Firearms, Criminal Investigations, Criminal Justice, Executive Protection, Fraud, Interrogation, Investigation, Personal Protection, Police, Private Investigations, Public Safety, Training, Workplace Violence
Education
The American College 1983 — 1987
Charted Life Underwriter, Insurance
Buckeye High School 1958 — 1961
Paul Maiellano Paul Maiellano's New York Life Insurance Company Experience July 2015 - Present
Job Financial Specialist at New York Life Insurance Company
Industry Military
Experience
New York Life Insurance Company July 2015 - Present
U.S. Army March 2011 - Present
US Army March 2011 - December 2012
Citizens Bank July 2009 - February 2011
Skills
Risk Management, Banking, Loans, Credit, Leadership, Retail Banking, Financial Analysis, Customer Service, Military, Credit Analysis
Education
University of Maryland University College 2012 — 2014
Bachelor's Degree, Accounting and Finance, Junior
Valley Forge Military Academy & College 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
The Citadel 2008 — 2008
Bachelor of Arts (B.A.), Political Science and Government
New York Life Insurance Company July 2015 - Present
U.S. Army March 2011 - Present
US Army March 2011 - December 2012
Citizens Bank July 2009 - February 2011
Skills
Risk Management, Banking, Loans, Credit, Leadership, Retail Banking, Financial Analysis, Customer Service, Military, Credit Analysis
Education
University of Maryland University College 2012 — 2014
Bachelor's Degree, Accounting and Finance, Junior
Valley Forge Military Academy & College 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
The Citadel 2008 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Quincy Powell Quincy Powell's New York Life Insurance Company Experience November 2010 - August 2013
Job Owner at Powell Financial Group
Industry Research
Experience
Powell Financial Group September 2013 - Present
New York Life Insurance Company November 2010 - August 2013
Corporate Executive Board January 2008 - January 2009
IBM November 2000 - June 2006
Skills
Strategic Planning, Business Development, Leadership, Insurance, Team Building, Public Speaking, Sales, Contract Negotiation, New Business Development, Small Business, Sales Management, Analysis, Process Improvement, Project Management, Customer Service
Education
The Citadel 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Irmo High School 1986 — 1989
crayton middle
Powell Financial Group September 2013 - Present
New York Life Insurance Company November 2010 - August 2013
Corporate Executive Board January 2008 - January 2009
IBM November 2000 - June 2006
Skills
Strategic Planning, Business Development, Leadership, Insurance, Team Building, Public Speaking, Sales, Contract Negotiation, New Business Development, Small Business, Sales Management, Analysis, Process Improvement, Project Management, Customer Service
Education
The Citadel 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Irmo High School 1986 — 1989
crayton middle
Lucius Donaldson's New York Life Insurance Company Experience May 2010 - March 2012
Job Process Lead/Migration Project Manager at Xceed Group
Industry Management Consulting
Experience
Xceed Group February 2015 - Present
Harbor Partners LLC (Kaiser Permanente) October 2014 - December 2014
Bank of America October 2012 - August 2013
New York Life Insurance Company May 2010 - March 2012
Merrill Lynch 2012 - 2012
Resources Global Professionals June 2008 - January 2009
Towers Perrin September 2006 - November 2007
BEARINGPOINT February 2005 - August 2006
INDEPENDENT MANAGEMENT CONSULTANT January 2003 - January 2005
PricewaterhouseCoopers August 1998 - August 2002
Skills
Business Process..., ITIL, Six Sigma, Visio, Microsoft Excel, PowerPoint, Business Objects, IT Strategy, IT Service Management, IT Transformation, Remedy Ticketing System, CMDB, Voice of the Customer, SIPOC, RACI, Process Flow..., Organizational Design, IT assessment, Management Consulting, Information Technology, Management, Consulting, Process Improvement, Business Analysis, Change Management, Project Management, Strategy, Program Management, Project Portfolio..., PMO, Strategic Planning, SDLC, Vendor Management, IT Management, Executive Management, PMP
Education
The College of New Jersey
BS, Computer Science
The University of Texas at Austin - The Red McCombs School of Business
MBA, Information Management
Villanova University
Xceed Group February 2015 - Present
Harbor Partners LLC (Kaiser Permanente) October 2014 - December 2014
Bank of America October 2012 - August 2013
New York Life Insurance Company May 2010 - March 2012
Merrill Lynch 2012 - 2012
Resources Global Professionals June 2008 - January 2009
Towers Perrin September 2006 - November 2007
BEARINGPOINT February 2005 - August 2006
INDEPENDENT MANAGEMENT CONSULTANT January 2003 - January 2005
PricewaterhouseCoopers August 1998 - August 2002
Skills
Business Process..., ITIL, Six Sigma, Visio, Microsoft Excel, PowerPoint, Business Objects, IT Strategy, IT Service Management, IT Transformation, Remedy Ticketing System, CMDB, Voice of the Customer, SIPOC, RACI, Process Flow..., Organizational Design, IT assessment, Management Consulting, Information Technology, Management, Consulting, Process Improvement, Business Analysis, Change Management, Project Management, Strategy, Program Management, Project Portfolio..., PMO, Strategic Planning, SDLC, Vendor Management, IT Management, Executive Management, PMP
Education
The College of New Jersey
BS, Computer Science
The University of Texas at Austin - The Red McCombs School of Business
MBA, Information Management
Villanova University
Edward Humphrey Edward Humphrey's New York Life Insurance Company Experience March 1980 - Present
Job Senior Director of Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1980 - Present
Skills
Public Speaking, Insurance, Business Development, Financial Services, Training Delivery, workshop facilitation, Sales Rep Training, Small Business, Seminar Marketing, Lead Generation, Marketing, LUTCF, CLU, ChFC, MSFS
Education
The American College 1981 — 1983
CLU
University of Colorado Boulder 1978 — 1979
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.5
University of Colorado Boulder 1976 — 1977
Bachelor of Arts (BA), Economics and French (double major)
L'Univercite de Bordeaux, Faculte de Medecine 1972 — 1975
Medical School
University of Minnesota-Twin Cities 1970 — 1972
ALA, pre med
New York Life Insurance Company March 1980 - Present
Skills
Public Speaking, Insurance, Business Development, Financial Services, Training Delivery, workshop facilitation, Sales Rep Training, Small Business, Seminar Marketing, Lead Generation, Marketing, LUTCF, CLU, ChFC, MSFS
Education
The American College 1981 — 1983
CLU
University of Colorado Boulder 1978 — 1979
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.5
University of Colorado Boulder 1976 — 1977
Bachelor of Arts (BA), Economics and French (double major)
L'Univercite de Bordeaux, Faculte de Medecine 1972 — 1975
Medical School
University of Minnesota-Twin Cities 1970 — 1972
ALA, pre med
Richard Stefani Richard Stefani's New York Life Insurance Company Experience June 1977 - June 2007
Job President at Brilliant Business Insurance Solutions, Inc.
Industry Broadcast Media
Experience
Discount Life Insurance Quote September 2013 - Present
Brilliant Business Insurance Solutions June 2013 - Present
Brilliant Business Insurance Solutions, Inc. January 2013 - Present
LIFLEP - Life Insurance For the Law Enforcement Professional June 2012 - Present
The Talking Web, Inc. January 2003 - Present
Stefani Defensive Firearms January 2002 - Present
New York Life Insurance Company June 1977 - June 2007
Antonio by Design March 1994 - September 2003
Skills
Broadcast, Telecommunications, Public Speaking, Management, Entrepreneurship, Television, Sales, Networking, Training, Marketing Strategy, Marketing, Selling, Start-ups, Strategic Partnerships, New Business Development, Social Media Marketing, Online Marketing, Product Marketing, Business Development, Mobile Devices, Salesforce.com, Social Networking, Security, Digital Media, Sales Operations, Budgets, Channel Partners, Wireless, Licensing, Online Advertising, Strategy, Leadership, Direct Sales, Product Management, Lead Generation, New Media, Executive Management, E-commerce, Mobile Marketing, B2B, CRM, Business Planning, Digital Marketing, Marketing Management, Advertising, Digital Strategy, Business Strategy, SaaS, Competitive Analysis, Brand Development
Education
The American College 1980 — 1984
Chartered Life Underwriter, CLU
University of California, Davis
None
Discount Life Insurance Quote September 2013 - Present
Brilliant Business Insurance Solutions June 2013 - Present
Brilliant Business Insurance Solutions, Inc. January 2013 - Present
LIFLEP - Life Insurance For the Law Enforcement Professional June 2012 - Present
The Talking Web, Inc. January 2003 - Present
Stefani Defensive Firearms January 2002 - Present
New York Life Insurance Company June 1977 - June 2007
Antonio by Design March 1994 - September 2003
Skills
Broadcast, Telecommunications, Public Speaking, Management, Entrepreneurship, Television, Sales, Networking, Training, Marketing Strategy, Marketing, Selling, Start-ups, Strategic Partnerships, New Business Development, Social Media Marketing, Online Marketing, Product Marketing, Business Development, Mobile Devices, Salesforce.com, Social Networking, Security, Digital Media, Sales Operations, Budgets, Channel Partners, Wireless, Licensing, Online Advertising, Strategy, Leadership, Direct Sales, Product Management, Lead Generation, New Media, Executive Management, E-commerce, Mobile Marketing, B2B, CRM, Business Planning, Digital Marketing, Marketing Management, Advertising, Digital Strategy, Business Strategy, SaaS, Competitive Analysis, Brand Development
Education
The American College 1980 — 1984
Chartered Life Underwriter, CLU
University of California, Davis
None
Ronald A. Hoffman CLU, CLTC Ronald A. Hoffman CLU, CLTC's New York Life Insurance Company Experience March 1974 - Present
Job Agent/ Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1974 - Present
New York Life Insurance Company March 1974 - Present
Skills
Retirement Planning, Disability Insurance, Long Term Care, Term Life Insurance, Health Insurance, President of..., Long-term Care
Education
The American College 1976 — 2013
State University of New York at Buffalo 1966 — 1972
New York Life Insurance Company March 1974 - Present
New York Life Insurance Company March 1974 - Present
Skills
Retirement Planning, Disability Insurance, Long Term Care, Term Life Insurance, Health Insurance, President of..., Long-term Care
Education
The American College 1976 — 2013
State University of New York at Buffalo 1966 — 1972
Sherry Gebers Sherry Gebers's New York Life Insurance Company Experience October 2005 - October 2009
Job Agent at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services October 2010 - Present
New York Life Insurance Company October 2005 - October 2009
Perkins Office Solutions October 1999 - October 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Life Insurance, Whole Life, Disability Insurance, Fixed Annuities, Umbrella Insurance, Homeowners, Universal Life, Long-term Care, Casualty Insurance, General Insurance, Long Term Care Insurance, Liability
Education
The American College 2007 — 2009
LUTCF
Galva Holstein High SChool
Top Advisor
Farm Bureau Financial Services October 2010 - Present
New York Life Insurance Company October 2005 - October 2009
Perkins Office Solutions October 1999 - October 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Term Life Insurance, Life Insurance, Whole Life, Disability Insurance, Fixed Annuities, Umbrella Insurance, Homeowners, Universal Life, Long-term Care, Casualty Insurance, General Insurance, Long Term Care Insurance, Liability
Education
The American College 2007 — 2009
LUTCF
Galva Holstein High SChool
Top Advisor
Larry Garland Larry Garland's New York Life Insurance Company Experience April 1983 - April 2004
Job Vice President at Morgan Stanley
Industry Writing and Editing
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
Morgan Stanley January 2014 - Present
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2009 - February 2011
Citigroup September 2007 - June 2009
Gargiulo + Partners April 2005 - September 2007
Larry R. Garland September 2003 - April 2005
New York Life Insurance Company April 1983 - April 2004
Skills
Writing, Marketing Communications, Public Speaking, Corporate Communications, Editing, Insurance, Investments, Copywriting, PowerPoint, Word, Marketing Strategy, Content Strategy, Content Development, Speech Writing, Newsletters, Editorial, Publishing, Strategic Communications, Press Releases, Creative Writing, Copy Editing, Web Content, Social Networking, Content Management, Proofreading, Internal Communications, Social Media Marketing, Journalism, Media Relations, Technical Writing, Public Relations
Education
The American College 2001 — 2003
CLU, Insurance and Investments
University of North Alabama 1973 — 1976
Bachelor of Arts, English, Business
Private Liberal Arts
Associate of Arts, General
Scottina Ruis Scottina Ruis's New York Life Insurance Company Experience December 2012 - May 2014
Job Medical Use Marijuana Coordinator
Industry Health, Wellness and Fitness
Experience
State of Hawaii Department of Health May 2014 - Present
New York Life Insurance Company December 2012 - May 2014
Department of Hawaiian Home Lands 2007 - 2011
Queen Lili'uokalani Children's Center 1997 - 2007
Skills
Insurance, Analysis
Education
University of Hawaii - College of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Hawaii at Manoa - School of Social Work 1995 — 1997
Master's of Social Work, Social Work
University of Hawaii at Manoa - College of Arts and Science
Bachelor's degree, Psychology
University of Pittsburgh
Semester at Sea
Albertson College of Idaho 1982 — 1984
Pearl City High School
State of Hawaii Department of Health May 2014 - Present
New York Life Insurance Company December 2012 - May 2014
Department of Hawaiian Home Lands 2007 - 2011
Queen Lili'uokalani Children's Center 1997 - 2007
Skills
Insurance, Analysis
Education
University of Hawaii - College of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Hawaii at Manoa - School of Social Work 1995 — 1997
Master's of Social Work, Social Work
University of Hawaii at Manoa - College of Arts and Science
Bachelor's degree, Psychology
University of Pittsburgh
Semester at Sea
Albertson College of Idaho 1982 — 1984
Pearl City High School
Peter Scheid Peter Scheid's New York Life Insurance Company Experience March 1974 - Present
Job Field underwriter at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 1974 - Present
U.S. Army Reserve July 1971 - June 1978
Skills
Life Insurance policy..., Disability Insurance, Long term Care Planning..., Retirement Planning, Bridge Building, Estate Planning, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Retirement, Mutual Funds, Universal Life, Bridge, Long Term Care Insurance, Whole Life, Term Life Insurance
Education
The American College 1982 — 2014
CLU,CASL
St.Lawrence University 1967 — 1971
Bachelor of Science (B.S.), English Language and Literature, General
New York Life Insurance Company March 1974 - Present
U.S. Army Reserve July 1971 - June 1978
Skills
Life Insurance policy..., Disability Insurance, Long term Care Planning..., Retirement Planning, Bridge Building, Estate Planning, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Retirement, Mutual Funds, Universal Life, Bridge, Long Term Care Insurance, Whole Life, Term Life Insurance
Education
The American College 1982 — 2014
CLU,CASL
St.Lawrence University 1967 — 1971
Bachelor of Science (B.S.), English Language and Literature, General
Brandon Whitesell, M.B.A. Brandon Whitesell, M.B.A.'s New York Life Insurance Company Experience October 2009 - July 2011
Job Vice President Wealth Management Advisor at Dion Money Management
Industry Financial Services
Experience
Dion Money Management June 2011 - October 2013
Albany Barn, Inc. August 2009 - October 2011
New York Life Insurance Company October 2009 - July 2011
Massachusetts Mutual Life Insurance Company November 2008 - September 2009
BST Financial and Management Consultants April 2007 - January 2008
BST Financial and Management Consultants February 2007 - April 2007
Skills
Strategic Financial..., Finance, Entrepreneurship, Personal Finance, Environmental Awareness, Non-profits, Microsoft Word, Teamwork, Insurance, Budget, Financial Analysis, Investments, Strategic Planning, Microsoft Excel, Estate Planning, Microsoft Office, Wealth Management, PowerPoint, Public Speaking, Accounting, Budgets, Portfolio Management, Financial Services
Education
The College of Saint Rose 2003 — 2008
BS/MBA, Business/Finance
Daniel Hand High School
Dion Money Management June 2011 - October 2013
Albany Barn, Inc. August 2009 - October 2011
New York Life Insurance Company October 2009 - July 2011
Massachusetts Mutual Life Insurance Company November 2008 - September 2009
BST Financial and Management Consultants April 2007 - January 2008
BST Financial and Management Consultants February 2007 - April 2007
Skills
Strategic Financial..., Finance, Entrepreneurship, Personal Finance, Environmental Awareness, Non-profits, Microsoft Word, Teamwork, Insurance, Budget, Financial Analysis, Investments, Strategic Planning, Microsoft Excel, Estate Planning, Microsoft Office, Wealth Management, PowerPoint, Public Speaking, Accounting, Budgets, Portfolio Management, Financial Services
Education
The College of Saint Rose 2003 — 2008
BS/MBA, Business/Finance
Daniel Hand High School
Richard Beckey Richard Beckey's New York Life Insurance Company Experience October 2010 - March 2012
Job
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Mark E. Mangus, RHU, FIC Mark E. Mangus, RHU, FIC's New York Life Insurance Company Experience January 1986 - October 2001
Job Currently entertaining new managerial/training opportunites.
Industry Insurance
Experience
Mangus & Associates Financial Services March 1984 - Present
Knights of Columbus November 2010 - April 2012
National Life Group December 2007 - March 2009
Liberty Mutual Insurance May 2005 - August 2007
New York Life Insurance Company January 1986 - October 2001
US Navy August 1976 - August 1980
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Sales, Health Insurance, Employee Benefits, Public Speaking, Sales Management, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Universal Life, Whole Life, Property & Casualty..., Liability, Estate Planning, Financial Planners, Retirement, Training, IRAs, 401k, Life & Health Insurance..., Leadership, Selling Skills, Medicare, Critical Illness, Finance, Voluntary Employee..., Financial Services, Pensions, Health Savings Accounts, Homeowners, Small Business, Agency Management, Sales Skills Training, Annuities, Long Term Care, Accident, 401k Rollovers, Adult Learning Theory
Education
The American College 1994 — 1995
Registered Health Underwriter (RHU), Disability and Long Term Care Insurance
Kaplan University
Fraternal Insurance Counselor (FIC)
Agency Management Training Course (AMTC)
Certificate, 26 week management course, 3.9
Kinder Brothers Int'l Sales Management Training
Certificate, Professional Patterns of Management
Integrity Selling, Ron Willingham
Certified Instructor, Consultative Selling and Coaching
Level 10 Finance & Insurance, Paul D. Cummings World Wide Enterprises
Certificate, Finance Services Management Certificate
Charleston High School 1973 — 1976
Diploma, General studies
Mangus & Associates Financial Services March 1984 - Present
Knights of Columbus November 2010 - April 2012
National Life Group December 2007 - March 2009
Liberty Mutual Insurance May 2005 - August 2007
New York Life Insurance Company January 1986 - October 2001
US Navy August 1976 - August 1980
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Sales, Health Insurance, Employee Benefits, Public Speaking, Sales Management, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Universal Life, Whole Life, Property & Casualty..., Liability, Estate Planning, Financial Planners, Retirement, Training, IRAs, 401k, Life & Health Insurance..., Leadership, Selling Skills, Medicare, Critical Illness, Finance, Voluntary Employee..., Financial Services, Pensions, Health Savings Accounts, Homeowners, Small Business, Agency Management, Sales Skills Training, Annuities, Long Term Care, Accident, 401k Rollovers, Adult Learning Theory
Education
The American College 1994 — 1995
Registered Health Underwriter (RHU), Disability and Long Term Care Insurance
Kaplan University
Fraternal Insurance Counselor (FIC)
Agency Management Training Course (AMTC)
Certificate, 26 week management course, 3.9
Kinder Brothers Int'l Sales Management Training
Certificate, Professional Patterns of Management
Integrity Selling, Ron Willingham
Certified Instructor, Consultative Selling and Coaching
Level 10 Finance & Insurance, Paul D. Cummings World Wide Enterprises
Certificate, Finance Services Management Certificate
Charleston High School 1973 — 1976
Diploma, General studies
Joy A. Gorney, CFP® Joy A. Gorney, CFP®'s New York Life Insurance Company Experience August 1998 - November 2004
Job Financial Advisor at JAG Financial, Inc.
Industry Financial Services
Experience
JAG Financial, Inc. January 2013 - Present
Roth & Associates, Inc. November 2005 - December 2012
Moore Financial Group/MassMutual December 2004 - October 2005
New York Life Insurance Company August 1998 - November 2004
Education
University of Georgia - Terry College of Business 1994 — 1998
The American College
CFP, Financial Planning
JAG Financial, Inc. January 2013 - Present
Roth & Associates, Inc. November 2005 - December 2012
Moore Financial Group/MassMutual December 2004 - October 2005
New York Life Insurance Company August 1998 - November 2004
Education
University of Georgia - Terry College of Business 1994 — 1998
The American College
CFP, Financial Planning
Jamey Benenhaley Jamey Benenhaley's New York Life Insurance Company Experience November 2008 - 2010
Job Agency Manager at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America December 2010 - Present
New York Life Insurance Company November 2008 - 2010
RBC Insurance September 1990 - November 2008
Skills
Recruiting, Fixed Annuities, Sales, Life Insurance, Financial Services, Retirement Planning, Employee Benefits, Insurance, Estate Planning, Leadership, Investments, Disability Insurance
Education
The American College 2002 — 2004
LUTCF, Life Underwriter Training Council Fellow
south florence
The Guardian Life Insurance Company of America December 2010 - Present
New York Life Insurance Company November 2008 - 2010
RBC Insurance September 1990 - November 2008
Skills
Recruiting, Fixed Annuities, Sales, Life Insurance, Financial Services, Retirement Planning, Employee Benefits, Insurance, Estate Planning, Leadership, Investments, Disability Insurance
Education
The American College 2002 — 2004
LUTCF, Life Underwriter Training Council Fellow
south florence
Luke Caldwell Luke Caldwell's New York Life Insurance Company Experience June 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
PrestoSports June 2013 - May 2014
McHale Landscaping Design, Inc June 2012 - August 2012
The Quinlan Companies, Inc November 2011 - January 2012
Skills
Social Networking, Teamwork, PowerPoint, Customer Service, Facebook, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Event Planning, Photoshop, Matlab, Teaching, Project Management, AutoCAD, Time Management, Social Media Marketing, Leadership, Outlook, Editing, Higher Education, Community Outreach, SPSS, Spanish, Digital Media, 401k Rollovers, Estate Planning, education funding..., Retirement Planning, Protection..., supplements to employee..., Insurance, lifetime income..., Customer Satisfaction, Event Coordination
Education
The Catholic University of America 2010 — 2014
Bachelor of Arts, Psychology
Archbishop Spalding High School 2006 — 2010
New York Life Insurance Company June 2014 - Present
PrestoSports June 2013 - May 2014
McHale Landscaping Design, Inc June 2012 - August 2012
The Quinlan Companies, Inc November 2011 - January 2012
Skills
Social Networking, Teamwork, PowerPoint, Customer Service, Facebook, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Event Planning, Photoshop, Matlab, Teaching, Project Management, AutoCAD, Time Management, Social Media Marketing, Leadership, Outlook, Editing, Higher Education, Community Outreach, SPSS, Spanish, Digital Media, 401k Rollovers, Estate Planning, education funding..., Retirement Planning, Protection..., supplements to employee..., Insurance, lifetime income..., Customer Satisfaction, Event Coordination
Education
The Catholic University of America 2010 — 2014
Bachelor of Arts, Psychology
Archbishop Spalding High School 2006 — 2010
Victor Vuong Victor Vuong's New York Life Insurance Company Experience January 2006 - Present
Job Managing Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2006 - Present
Skills
Management, Leadership, Recruiting, Training, Strategy, Small Business, Retirement Planning, Life Insurance
Education
The American College 1992 — 1996
Chertered Life Underwriter
New York Life Insurance Company January 2006 - Present
Skills
Management, Leadership, Recruiting, Training, Strategy, Small Business, Retirement Planning, Life Insurance
Education
The American College 1992 — 1996
Chertered Life Underwriter
Lasitha Gunasinghe Lasitha Gunasinghe's New York Life Insurance Company Experience February 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Emerald financial group February 2015 - Present
New York Life Insurance Company February 2010 - Present
UBS March 2006 - February 2010
Skills
Fixed Annuities, Wealth Management, Life Insurance, College Education..., Retirement Planning, Estate Tax Planning, IRAs, Long Term Care Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Wealth Accumulation, Estate Planning, College Savings Plans, Retirement, Leadership, Financial Services, Management, Microsoft Office, Finance, Investments, Customer Service, Strategic Planning
Education
The American College 2006 — 2008
CUNY 1999 — 2003
Royal college
Emerald financial group February 2015 - Present
New York Life Insurance Company February 2010 - Present
UBS March 2006 - February 2010
Skills
Fixed Annuities, Wealth Management, Life Insurance, College Education..., Retirement Planning, Estate Tax Planning, IRAs, Long Term Care Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Wealth Accumulation, Estate Planning, College Savings Plans, Retirement, Leadership, Financial Services, Management, Microsoft Office, Finance, Investments, Customer Service, Strategic Planning
Education
The American College 2006 — 2008
CUNY 1999 — 2003
Royal college
Milton A Dugger Jr Milton A Dugger Jr's New York Life Insurance Company Experience July 1973 - Present
Job Agent/Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 1973 - Present
Gumption Records 1990 - 2013
Baltimore City Public Schools September 1964 - July 1973
Baltimore City Public Schools September 1964 - June 1973
Skills
Retirement Planning, IRA's, Disability Insurance, Estate Planning, Retirement, Insurance, Mutual Funds, 401k, Financial Planning, Long Term Care, Whole Life, Term Life Insurance, Wealth Management, Long-term Care
Education
The American College 1982 — 1985
CLU (Chartered Life Underwriter), Insurance
Towson University 1960 — 1964
B.S., English/Secondary Education
New York Life Insurance Company July 1973 - Present
Gumption Records 1990 - 2013
Baltimore City Public Schools September 1964 - July 1973
Baltimore City Public Schools September 1964 - June 1973
Skills
Retirement Planning, IRA's, Disability Insurance, Estate Planning, Retirement, Insurance, Mutual Funds, 401k, Financial Planning, Long Term Care, Whole Life, Term Life Insurance, Wealth Management, Long-term Care
Education
The American College 1982 — 1985
CLU (Chartered Life Underwriter), Insurance
Towson University 1960 — 1964
B.S., English/Secondary Education
Andrew Swanekamp Andrew Swanekamp's New York Life Insurance Company Experience June 2010 - May 2011
Job Site Acquisition & Zoning Specialist at Advantage Engineers
Industry Telecommunications
Experience
Advantage Engineers December 2014 - Present
Smartlink, LLC October 2013 - November 2014
Smartlink, LLC February 2013 - October 2013
Robert Half Legal November 2011 - February 2013
Johns Hopkins School of Medicine May 2011 - July 2011
New York Life Insurance Company June 2010 - May 2011
Skills
Legal Research, Litigation, Recruiting, Legal Writing, Westlaw, Contract Negotiation, Commercial Litigation, Litigation Support, Insurance, Vendor Management, Contract Management, Negotiation, Mergers & Acquisitions, Staffing Services, Temporary Placement, Telecommunications, Training, Program Management, Networking, Human Resources, Onboarding, Leadership, Applicant Tracking..., Time Management, Screening, Internet Recruiting, Talent Acquisition, Technical Recruiting, Interviews, Contract Recruitment, Cold Calling, Sourcing, Permanent Placement, College Recruiting, Temporary Staffing, Benefits Negotiation, Screening Resumes, Employee Relations, Account Management, Building Relationships, Business Development, Hiring, Executive Search, Management, Resume Writing, Sales, Consulting, Employee Benefits, Staff Augmentation, Talent Management
Education
The Catholic University of America, Columbus School of Law 2004 — 2007
J.D., Law
The College of New Jersey 2000 — 2004
Bachelor of Arts (B.A.), Criminology
Advantage Engineers December 2014 - Present
Smartlink, LLC October 2013 - November 2014
Smartlink, LLC February 2013 - October 2013
Robert Half Legal November 2011 - February 2013
Johns Hopkins School of Medicine May 2011 - July 2011
New York Life Insurance Company June 2010 - May 2011
Skills
Legal Research, Litigation, Recruiting, Legal Writing, Westlaw, Contract Negotiation, Commercial Litigation, Litigation Support, Insurance, Vendor Management, Contract Management, Negotiation, Mergers & Acquisitions, Staffing Services, Temporary Placement, Telecommunications, Training, Program Management, Networking, Human Resources, Onboarding, Leadership, Applicant Tracking..., Time Management, Screening, Internet Recruiting, Talent Acquisition, Technical Recruiting, Interviews, Contract Recruitment, Cold Calling, Sourcing, Permanent Placement, College Recruiting, Temporary Staffing, Benefits Negotiation, Screening Resumes, Employee Relations, Account Management, Building Relationships, Business Development, Hiring, Executive Search, Management, Resume Writing, Sales, Consulting, Employee Benefits, Staff Augmentation, Talent Management
Education
The Catholic University of America, Columbus School of Law 2004 — 2007
J.D., Law
The College of New Jersey 2000 — 2004
Bachelor of Arts (B.A.), Criminology
Jeremy Helms Jeremy Helms's New York Life Insurance Company Experience May 2012 - January 2013
Job Strategic Planner at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc. February 2013 - Present
New York Life Insurance Company May 2012 - January 2013
Contemporary Benefits Design March 2008 - May 2012
Skills
Sports, Customer Service, Event Planning, Fundraising, Public Speaking, Event Management, Public Relations, Marketing, Non-profits, Social Media, Insurance, Social Media Marketing, Community Outreach, Sales
Education
The Citadel 2009 — 2011
Masters Degree, MBA/Sport Management
Wingate University 2003 — 2007
BS, Sport Management
Consolidated Planning, Inc. February 2013 - Present
New York Life Insurance Company May 2012 - January 2013
Contemporary Benefits Design March 2008 - May 2012
Skills
Sports, Customer Service, Event Planning, Fundraising, Public Speaking, Event Management, Public Relations, Marketing, Non-profits, Social Media, Insurance, Social Media Marketing, Community Outreach, Sales
Education
The Citadel 2009 — 2011
Masters Degree, MBA/Sport Management
Wingate University 2003 — 2007
BS, Sport Management
Jon Brandt Jon Brandt's New York Life Insurance Company Experience October 2005 - July 2010
Job Financial Representative at COUNTRY Financial
Industry Financial Services
Experience
COUNTRY ® Financial July 2010 - Present
COUNTRY Financial® 2014 - 2015
NAIFA 2013 - 2014
Boy Scouts of America September 2010 - November 2013
New York Life Insurance Company October 2005 - July 2010
Skills
Sales, Management, Training & Development, Insurance, Leadership, Recruiting, Retirement Planning, Disability Insurance, Life Insurance, Fixed Annuities, Finance, Long-term Care, Property & Casualty..., Employee Benefits, Casualty, Securities, Healthcare, Investments, Team Building, Training, Customer Service, Budgets, Marketing
Education
The American CollegeFSS 2006 — 2012
FSS, Retirement planning
The American College 2005 — 2011
LUTCF, Financial Planning
Solano College 1993 — 1996
AA, Liberal Arts
Country Financial--CAL 1
Country Financial--CAL 1
COUNTRY ® Financial July 2010 - Present
COUNTRY Financial® 2014 - 2015
NAIFA 2013 - 2014
Boy Scouts of America September 2010 - November 2013
New York Life Insurance Company October 2005 - July 2010
Skills
Sales, Management, Training & Development, Insurance, Leadership, Recruiting, Retirement Planning, Disability Insurance, Life Insurance, Fixed Annuities, Finance, Long-term Care, Property & Casualty..., Employee Benefits, Casualty, Securities, Healthcare, Investments, Team Building, Training, Customer Service, Budgets, Marketing
Education
The American CollegeFSS 2006 — 2012
FSS, Retirement planning
The American College 2005 — 2011
LUTCF, Financial Planning
Solano College 1993 — 1996
AA, Liberal Arts
Country Financial--CAL 1
Country Financial--CAL 1
Sean LaValle, CLF, LUTCF Sean LaValle, CLF, LUTCF's New York Life Insurance Company Experience December 2008 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2008 - Present
MetLife Financial Services 2005 - 2008
CFM Advisors 2001 - 2005
Mutual Of New York 1998 - 2002
Prudential Financial August 1991 - May 1998
Education
The American College
New York Life Insurance Company December 2008 - Present
MetLife Financial Services 2005 - 2008
CFM Advisors 2001 - 2005
Mutual Of New York 1998 - 2002
Prudential Financial August 1991 - May 1998
Education
The American College
Todd Ethier Todd Ethier's New York Life Insurance Company Experience October 1993 - February 2000
Job Senior Staff Accountant at 717 Management Company
Industry Accounting
Experience
717 Management Company October 2014 - Present
Sacred Heart Catholic School August 2010 - August 2014
AutoNation March 2003 - August 2010
Omni Financial Services March 2000 - December 2002
New York Life Insurance Company October 1993 - February 2000
Skills
Forecasting, Financial Analysis, Contract Negotiation, Coaching, Marketing Strategy, Project Management, Economics, Econometrics, Analytics, Business Modeling, Strategic Planning, Optimizations, Statistics, Sales Management, Analysis, Risk Management, Marketing, Optimization, Management, Leadership, Finance, Team Building, Customer Service, Budgets, Business Planning, Process Improvement, Microsoft Excel, Public Speaking, Financial Modeling, Financial Reporting
Education
Certified Management Accountant
Certified Internal Auditor
The American College
Chartered Financial Consultant
The University of South Dakota 1988 — 1993
Bachelor’s Degree, Econometrics, Finance, and Accounting
University of South Dakota 1993 — 1995
Master’s Degree, Business Econometrics
717 Management Company October 2014 - Present
Sacred Heart Catholic School August 2010 - August 2014
AutoNation March 2003 - August 2010
Omni Financial Services March 2000 - December 2002
New York Life Insurance Company October 1993 - February 2000
Skills
Forecasting, Financial Analysis, Contract Negotiation, Coaching, Marketing Strategy, Project Management, Economics, Econometrics, Analytics, Business Modeling, Strategic Planning, Optimizations, Statistics, Sales Management, Analysis, Risk Management, Marketing, Optimization, Management, Leadership, Finance, Team Building, Customer Service, Budgets, Business Planning, Process Improvement, Microsoft Excel, Public Speaking, Financial Modeling, Financial Reporting
Education
Certified Management Accountant
Certified Internal Auditor
The American College
Chartered Financial Consultant
The University of South Dakota 1988 — 1993
Bachelor’s Degree, Econometrics, Finance, and Accounting
University of South Dakota 1993 — 1995
Master’s Degree, Business Econometrics
Pettus C. (Pete) Gibbons, MEd, CLU, ChFC, LUTCF, AEP Pettus C. (Pete) Gibbons, MEd, CLU, ChFC, LUTCF, AEP's New York Life Insurance Company Experience June 2002 - Present
Job Advanced Planning Consultant with New York Life's Advanced Planning Group
Industry Financial Services
Experience
New York Life Insurance Company June 2002 - Present
National Association of Estate Planners and Councils (NAEPC) January 2002 - Present
Cynergy Summit January 2010 - January 2011
Advisiis Previously Kettley Publishing Home of the Back Room Technician July 1995 - June 2002
Paul Revere Life 1988 - 1995
Coneticut Mutual Life Insurance Company February 1974 - January 1987
Union Central January 1970 - June 1973
Insurance Company of North America INA January 1968 - February 1973
Home Life Of New York January 1966 - January 1973
Skills
Estate Planning, Life Insurance, Financial Planners, Asset Protection, Charities, Retirement Planning, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Insurance, Disability Insurance, IRAs, Wealth Management, Term Life Insurance, 401k, Financial Services, Pensions, Mutual Funds, Securities, Financial Advisory, Personal Finance, Wealth, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Personal Financial..., Small Business, Investments, Employee Benefits, Wealth Management..., Health Insurance, Series 7, Asset Allocation, Series 63, Income Protection, Critical Illness, FINRA, High Net Worth..., Investment Strategies, Underwriting, Asset Management, Portfolio Management, Series 24, Investment Management, Estate Tax Planning, Defined Benefit, Series 6, Alternative Investments, 401k Rollovers
Education
The American College 1978 — 1982
CLU, Life insurance and estate planning
The University of Memphis 1968 — 1974
MEd, Education
The University of Memphis 1960 — 1967
BBA, Marketing
The American College
ChFC, Financial planning and Tax
New York Life Insurance Company June 2002 - Present
National Association of Estate Planners and Councils (NAEPC) January 2002 - Present
Cynergy Summit January 2010 - January 2011
Advisiis Previously Kettley Publishing Home of the Back Room Technician July 1995 - June 2002
Paul Revere Life 1988 - 1995
Coneticut Mutual Life Insurance Company February 1974 - January 1987
Union Central January 1970 - June 1973
Insurance Company of North America INA January 1968 - February 1973
Home Life Of New York January 1966 - January 1973
Skills
Estate Planning, Life Insurance, Financial Planners, Asset Protection, Charities, Retirement Planning, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Insurance, Disability Insurance, IRAs, Wealth Management, Term Life Insurance, 401k, Financial Services, Pensions, Mutual Funds, Securities, Financial Advisory, Personal Finance, Wealth, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Personal Financial..., Small Business, Investments, Employee Benefits, Wealth Management..., Health Insurance, Series 7, Asset Allocation, Series 63, Income Protection, Critical Illness, FINRA, High Net Worth..., Investment Strategies, Underwriting, Asset Management, Portfolio Management, Series 24, Investment Management, Estate Tax Planning, Defined Benefit, Series 6, Alternative Investments, 401k Rollovers
Education
The American College 1978 — 1982
CLU, Life insurance and estate planning
The University of Memphis 1968 — 1974
MEd, Education
The University of Memphis 1960 — 1967
BBA, Marketing
The American College
ChFC, Financial planning and Tax
Laurie Lewis Laurie Lewis's New York Life Insurance Company Experience February 2007 - Present
Job Agent at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company February 2007 - Present
Bankers Life and Casualty Company October 2004 - January 2007
Education
NYLIC University
The American College
New York Life Insurance Company February 2007 - Present
Bankers Life and Casualty Company October 2004 - January 2007
Education
NYLIC University
The American College
Donald Hes Donald Hes's New York Life Insurance Company Experience September 2002 - October 2010
Job Financial Specialist at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services May 2015 - Present
Michigan Financial Companies October 2010 - April 2015
New York Life Insurance Company September 2002 - October 2010
Sign-A-Rama September 1996 - June 2002
Education
The American College 2007 — 2008
LUTCF, Finance, General
Western Michigan University 1979 — 1983
Bachelor of Business Administration (BBA), International Business
Western Michigan University 1979 — 1983
Bachelor of Arts (B.A.), German and Economics
PNC Financial Services May 2015 - Present
Michigan Financial Companies October 2010 - April 2015
New York Life Insurance Company September 2002 - October 2010
Sign-A-Rama September 1996 - June 2002
Education
The American College 2007 — 2008
LUTCF, Finance, General
Western Michigan University 1979 — 1983
Bachelor of Business Administration (BBA), International Business
Western Michigan University 1979 — 1983
Bachelor of Arts (B.A.), German and Economics
Steven Trujillo's New York Life Insurance Company Experience July 2012 - December 2014
Job Managing Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
New York Life Insurance Company July 2012 - December 2014
NAIFA New Mexico July 2013 - June 2014
Northwestern Mutual November 2008 - July 2012
Skills
Leadership, Recruiting, Retirement Planning, Insurance, IRAs, Health Insurance, Small Business, 401k, Mutual Funds, Coaching, Strategic Financial..., Long Term Care Insurance, Investments, Estate Planning, Wealth Management, Disability Insurance, Life Insurance, Leadership Development, Business Planning, Investment Strategies, Marketing, Team Building
Education
The American College
Financial Planning and Services
Northwestern Mutual January 2015 - Present
New York Life Insurance Company July 2012 - December 2014
NAIFA New Mexico July 2013 - June 2014
Northwestern Mutual November 2008 - July 2012
Skills
Leadership, Recruiting, Retirement Planning, Insurance, IRAs, Health Insurance, Small Business, 401k, Mutual Funds, Coaching, Strategic Financial..., Long Term Care Insurance, Investments, Estate Planning, Wealth Management, Disability Insurance, Life Insurance, Leadership Development, Business Planning, Investment Strategies, Marketing, Team Building
Education
The American College
Financial Planning and Services
David Clark CLTC, LUTCF, APP's New York Life Insurance Company Experience August 2007 - October 2009
Job Unit Sales Manager at Bankers Life
Industry Insurance
Experience
Bankers Life June 2015 - Present
Bankers Life and Casualty Company February 2014 - June 2015
Bankers Life and Casualty Company November 2009 - February 2014
New York Life Insurance Company August 2007 - October 2009
RBC Insurance March 1990 - July 2007
Skills
Building High..., Leadership Development, Sales Management, Licensed Life & Health..., Hands-on Training, College Recruiting, Internet Recruiting, Social Recruiting, Whole Life, Fixed Annuities, Life Insurance, Retirement, Medicare, Critical Illness, Cold Calling, Underwriting, Leadership, Strategic Financial..., Time Management, Team Building, Coaching, Brokers, Accident, Indexed Annuities, Series 6, Employee Training, Universal Life, Health Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Insurance, Retirement Planning, Training, Sales, Recruiting, Finance, Direct Sales, General Insurance, Risk Management, Selling, Wealth Accumulation, Income Protection, Asset Management, Claim, Wealth, Annuity Sales, Series 63, Permanent Life Insurance
Education
The American College
LUTCF
Bankers Life June 2015 - Present
Bankers Life and Casualty Company February 2014 - June 2015
Bankers Life and Casualty Company November 2009 - February 2014
New York Life Insurance Company August 2007 - October 2009
RBC Insurance March 1990 - July 2007
Skills
Building High..., Leadership Development, Sales Management, Licensed Life & Health..., Hands-on Training, College Recruiting, Internet Recruiting, Social Recruiting, Whole Life, Fixed Annuities, Life Insurance, Retirement, Medicare, Critical Illness, Cold Calling, Underwriting, Leadership, Strategic Financial..., Time Management, Team Building, Coaching, Brokers, Accident, Indexed Annuities, Series 6, Employee Training, Universal Life, Health Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Insurance, Retirement Planning, Training, Sales, Recruiting, Finance, Direct Sales, General Insurance, Risk Management, Selling, Wealth Accumulation, Income Protection, Asset Management, Claim, Wealth, Annuity Sales, Series 63, Permanent Life Insurance
Education
The American College
LUTCF
William Francis William Francis's New York Life Insurance Company Experience December 2004 - June 2011
Job Managing Director at Fortress Financial Advisory, LLC
Industry Financial Services
Experience
Fortress Financial Advisory, LLC June 2011 - Present
New York Life Insurance Company December 2004 - June 2011
NYLIFE Securities LLC December 2004 - June 2011
James Burn International September 1996 - November 2004
Education
The American College
Certificate, LTC Planning, Life Insurance Planning
University of Michigan - Stephen M. Ross School of Business
Certificate, Business Management
Fortress Financial Advisory, LLC June 2011 - Present
New York Life Insurance Company December 2004 - June 2011
NYLIFE Securities LLC December 2004 - June 2011
James Burn International September 1996 - November 2004
Education
The American College
Certificate, LTC Planning, Life Insurance Planning
University of Michigan - Stephen M. Ross School of Business
Certificate, Business Management
Dennis Butler Dennis Butler's New York Life Insurance Company Experience October 2008 - July 2009
Job AT&T Retail Sales Consultant; Chinatown, DC
Industry Retail
Experience
AT&T February 2013 - Present
Hill Country Barbecue Market August 2012 - January 2013
Capital Q, LLC July 2009 - August 2012
New York Life Insurance Company October 2008 - July 2009
Capital Q, LLC May 2006 - October 2008
Skills
Customer Satisfaction, Event Management, Management, Sales, Training, Customer Service, Restaurants, Account Management, Retail, Sales Management, CRM, Leadership
Education
The Catholic University of America 2002 — 2006
B.S, Business Administration, Management
The Kiski School 2000 — 2002
Diploma
AT&T February 2013 - Present
Hill Country Barbecue Market August 2012 - January 2013
Capital Q, LLC July 2009 - August 2012
New York Life Insurance Company October 2008 - July 2009
Capital Q, LLC May 2006 - October 2008
Skills
Customer Satisfaction, Event Management, Management, Sales, Training, Customer Service, Restaurants, Account Management, Retail, Sales Management, CRM, Leadership
Education
The Catholic University of America 2002 — 2006
B.S, Business Administration, Management
The Kiski School 2000 — 2002
Diploma
Sara Vaughan CLU, ChFC Sara Vaughan CLU, ChFC's New York Life Insurance Company Experience July 2012 - Present
Job Life Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company June 2010 - September 2012
New York Life October 2007 - May 2010
New York Life and Beebe Financial Services July 2003 - November 2007
White Birch Lodge March 2000 - September 2002
Skills
Retirement Planning, Mutual Funds, Insurance, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Managment, Financial Analysis, Portfolio Management, Risk Management
Education
The American College 2011 — 2011
Chartered Financial Consultant, Financial Planning and Services
The American College 2006 — 2008
Chartered Life Underwriter
University of Iowa 1997 — 2001
BBA, Economics and Political Science
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company June 2010 - September 2012
New York Life October 2007 - May 2010
New York Life and Beebe Financial Services July 2003 - November 2007
White Birch Lodge March 2000 - September 2002
Skills
Retirement Planning, Mutual Funds, Insurance, Estate Planning, Wealth Management, Investments, Strategic Financial..., Securities, Asset Managment, Financial Analysis, Portfolio Management, Risk Management
Education
The American College 2011 — 2011
Chartered Financial Consultant, Financial Planning and Services
The American College 2006 — 2008
Chartered Life Underwriter
University of Iowa 1997 — 2001
BBA, Economics and Political Science
Jessica Casper Jessica Casper's New York Life Insurance Company Experience May 2015 - Present
Job Senior Associate, Meetings and Special Events, New York Life
Industry Events Services
Experience
New York Life Insurance Company May 2015 - Present
Hogan Lovells November 2013 - May 2015
National Defense University iCollege (Information Resources Management College) June 2010 - July 2013
DFK International/USA July 2007 - June 2010
Morgan Lewis and Bockius, LLP February 2006 - June 2007
Skills
International Relations, Strategic Communications, Event Planning, Non-profits, Social Media, Politics, Policy Analysis, Fundraising, Event Management, International..., Government, Public Relations, Political Science, Management, Public Speaking, Strategic Planning, Analysis, Program Management, Project Planning, Media Relations, Project Management, Leadership, Marketing, Policy, Budgets, Volunteer Management, Proposal Writing, Public Policy, Community Outreach, Editing, Research, Nonprofits
Education
The Catholic University of America 2001 — 2005
BA, Political Science; Philosophy
New York Life Insurance Company May 2015 - Present
Hogan Lovells November 2013 - May 2015
National Defense University iCollege (Information Resources Management College) June 2010 - July 2013
DFK International/USA July 2007 - June 2010
Morgan Lewis and Bockius, LLP February 2006 - June 2007
Skills
International Relations, Strategic Communications, Event Planning, Non-profits, Social Media, Politics, Policy Analysis, Fundraising, Event Management, International..., Government, Public Relations, Political Science, Management, Public Speaking, Strategic Planning, Analysis, Program Management, Project Planning, Media Relations, Project Management, Leadership, Marketing, Policy, Budgets, Volunteer Management, Proposal Writing, Public Policy, Community Outreach, Editing, Research, Nonprofits
Education
The Catholic University of America 2001 — 2005
BA, Political Science; Philosophy
Jay Gregory Jay Gregory's New York Life Insurance Company Experience September 1992 - November 1998
Job Adult Learning, Enterprise Sales Specialist at Retired
Industry E-Learning
Experience
Retired May 2014 - Present
Florence Boulevard Church of Christ 2011 - 2015
Florence Boulevard Church of Christ 2011 - 2015
SmartPros Ltd. 2007 - May 2014
SkillSoft June 2007 - August 2007
Thomson NETg March 2004 - June 2007
New York Life Insurance Company September 1992 - November 1998
Skills
E-Learning, Strategic Planning, Change Management, Process Improvement, Team Building, Program Management, Leadership Development, Team Leadership, Vendor Management, Leadership, Training, Project Management, Business Analysis, Integration, Business Strategy, Risk Management, Project Planning, Software Development, Business Development, Management, SharePoint, SaaS, Quality Assurance, Instructional Design, Mergers & Acquisitions, Start-ups, Management Consulting, Product Development, Budgets, Organizational..., IT Management, Strategy, CRM, Business Planning, New Business Development, Coaching, Financial Services, Sales Management, Insurance, Salesforce.com, Sales, Needs Analysis, Learning Management, Employee Training
Education
The American College 1977 — 1983
Retired May 2014 - Present
Florence Boulevard Church of Christ 2011 - 2015
Florence Boulevard Church of Christ 2011 - 2015
SmartPros Ltd. 2007 - May 2014
SkillSoft June 2007 - August 2007
Thomson NETg March 2004 - June 2007
New York Life Insurance Company September 1992 - November 1998
Skills
E-Learning, Strategic Planning, Change Management, Process Improvement, Team Building, Program Management, Leadership Development, Team Leadership, Vendor Management, Leadership, Training, Project Management, Business Analysis, Integration, Business Strategy, Risk Management, Project Planning, Software Development, Business Development, Management, SharePoint, SaaS, Quality Assurance, Instructional Design, Mergers & Acquisitions, Start-ups, Management Consulting, Product Development, Budgets, Organizational..., IT Management, Strategy, CRM, Business Planning, New Business Development, Coaching, Financial Services, Sales Management, Insurance, Salesforce.com, Sales, Needs Analysis, Learning Management, Employee Training
Education
The American College 1977 — 1983
Tushar Hefa Tushar Hefa's New York Life Insurance Company Experience 1998 - 2000
Job Assistant Controller at Parsons Brinckerhoff
Industry Accounting
Experience
Parsons Brinckerhoff June 2011 - Present
Double-Take Software 2005 - 2011
Double-Take Software 2001 - 2004
New York Life Insurance Company 1998 - 2000
Sanford C. Bernstein 1996 - 1998
Skills
Sarbanes-Oxley Act, Forecasting, Revenue Recognition, SEC filings, Account Reconciliation, Financial Reporting, Variance Analysis, Consolidation, Budgets, US GAAP, Internal Controls, Finance, General Ledger, Mergers, Hyperion Enterprise, Auditing, Accounting, Project Accounting, Financial Analysis, Mergers & Acquisitions, Cash Flow, Managerial Finance, Management, Due Diligence, Executive Management, Financial Modeling, Cash Management, Business Planning, External Audit, Financial Audits, CPA, IFRS, Financial Accounting, Analysis, Payroll, Financial Forecasting, Sarbanes-Oxley, GAAP, Journal Entries, Cash Flow Forecasting, Accounts Receivable, Leadership, Financial Statements, Accounts Payable, Process Improvement, Internal Audit, Capital Budgeting, Strategic Financial..., Acquisition Integration, Invoicing
Education
The College of New Jersey 1992 — 1996
Bachelor of Science (BS), Accounting
Parsons Brinckerhoff June 2011 - Present
Double-Take Software 2005 - 2011
Double-Take Software 2001 - 2004
New York Life Insurance Company 1998 - 2000
Sanford C. Bernstein 1996 - 1998
Skills
Sarbanes-Oxley Act, Forecasting, Revenue Recognition, SEC filings, Account Reconciliation, Financial Reporting, Variance Analysis, Consolidation, Budgets, US GAAP, Internal Controls, Finance, General Ledger, Mergers, Hyperion Enterprise, Auditing, Accounting, Project Accounting, Financial Analysis, Mergers & Acquisitions, Cash Flow, Managerial Finance, Management, Due Diligence, Executive Management, Financial Modeling, Cash Management, Business Planning, External Audit, Financial Audits, CPA, IFRS, Financial Accounting, Analysis, Payroll, Financial Forecasting, Sarbanes-Oxley, GAAP, Journal Entries, Cash Flow Forecasting, Accounts Receivable, Leadership, Financial Statements, Accounts Payable, Process Improvement, Internal Audit, Capital Budgeting, Strategic Financial..., Acquisition Integration, Invoicing
Education
The College of New Jersey 1992 — 1996
Bachelor of Science (BS), Accounting
Richard R Sanderson, CLU ChFC Richard R Sanderson, CLU ChFC's New York Life Insurance Company Experience 1985 - 1989
Job VP Senior Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2004 - August 2015
Nationwide Financial May 1997 - June 2004
Principal Financial Group 1994 - 1995
Principal Financial Group 1989 - 1994
New York Life Insurance Company 1985 - 1989
New York Life Insurance Company 1981 - 1985
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Chartered Life...
Education
The American College 1985 — 1991
CLU ChFC, Insurance and Financial Services
University of Tennessee-Knoxville 1974 — 1978
BA-Honors, History
Nationwide Financial June 2004 - August 2015
Nationwide Financial May 1997 - June 2004
Principal Financial Group 1994 - 1995
Principal Financial Group 1989 - 1994
New York Life Insurance Company 1985 - 1989
New York Life Insurance Company 1981 - 1985
Skills
Life Insurance, Insurance, Estate Planning, Retirement Planning, Chartered Life...
Education
The American College 1985 — 1991
CLU ChFC, Insurance and Financial Services
University of Tennessee-Knoxville 1974 — 1978
BA-Honors, History
Mark Exley, AIF® Mark Exley, AIF®'s New York Life Insurance Company Experience August 1999 - August 2001
Job Special Care Planner
Industry Financial Services
Experience
Keppin Investments Inc August 2001 - Present
New York Life Insurance Company August 1999 - August 2001
Lucky Stores January 1986 - January 1999
Education
The American College
Special Care Planner, Income Taxation
University of Pittsburgh/ John Katz School of Business
Business/ Accounting
Keppin Investments Inc August 2001 - Present
New York Life Insurance Company August 1999 - August 2001
Lucky Stores January 1986 - January 1999
Education
The American College
Special Care Planner, Income Taxation
University of Pittsburgh/ John Katz School of Business
Business/ Accounting
Samantha Jackson-Kittle, CLU, CLTC, LUTCF Samantha Jackson-Kittle, CLU, CLTC, LUTCF's New York Life Insurance Company Experience February 2011 - Present
Job Senior Development Manager I
Industry Financial Services
Experience
New York Life Insurance Company February 2011 - Present
New York Life Insurance Company April 2008 - February 2011
Superstition Springs Properties 2000 - 2007
Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Life Insurance, Retirement, Mutual Funds, Strategic Financial..., Estate Planning, Disability Insurance, Wealth Management, Term Life Insurance, Financial Services, Securities, Asset Management, Series 7, Portfolio Management, Financial Analysis, Mortgage Lending, Sales
Education
Financial Services 2008 — 2013
Series 7, 24, 6, 63
The American College 2008 — 2013
CLU, LUTCF, Financial Planning and Services
New York Life Insurance Company February 2011 - Present
New York Life Insurance Company April 2008 - February 2011
Superstition Springs Properties 2000 - 2007
Skills
Retirement Planning, Investments, Insurance, Fixed Annuities, Life Insurance, Retirement, Mutual Funds, Strategic Financial..., Estate Planning, Disability Insurance, Wealth Management, Term Life Insurance, Financial Services, Securities, Asset Management, Series 7, Portfolio Management, Financial Analysis, Mortgage Lending, Sales
Education
Financial Services 2008 — 2013
Series 7, 24, 6, 63
The American College 2008 — 2013
CLU, LUTCF, Financial Planning and Services
Naveed Gull, MBA. Naveed Gull, MBA.'s New York Life Insurance Company Experience December 2014 - Present
Job Partner at New York Life/NYLIFE Securities, Hiring Developing Talented Individuals
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company 2011 - November 2014
Gull Incorporated 2008 - 2011
Securitas Security Services USA, Inc. 2003 - 2008
FleetBoston Financial 2000 - 2003
Skills
Estate Planning, Risk Management, Personal Finance, Wealth Accumulation, Small Business, Wealth Management..., Customer Satisfaction, 401(k) Rollovers, Annuity Sales, Business Insurance..., IRA Rollovers, Licensed in Long Term..., Life Insurance, Sales, Wealth Preservation..., Relationship Management, Retirement Planning, Wealth Transfer..., Financial Services, Term Life Insurance, IRAs, Insurance, Series 63, Wealth
Education
The American College 2014 — 2016
CLU Expected, Finance and Financial Management Services
University of Phoenix 2003 — 2005
MASTER OF BUSINESS ADMINISTRATION, (MBA)., Global Management
University of Massachusetts Boston 1998 — 2001
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT (B.S.)., Management Information Systems and Operations Management Information Systems
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company 2011 - November 2014
Gull Incorporated 2008 - 2011
Securitas Security Services USA, Inc. 2003 - 2008
FleetBoston Financial 2000 - 2003
Skills
Estate Planning, Risk Management, Personal Finance, Wealth Accumulation, Small Business, Wealth Management..., Customer Satisfaction, 401(k) Rollovers, Annuity Sales, Business Insurance..., IRA Rollovers, Licensed in Long Term..., Life Insurance, Sales, Wealth Preservation..., Relationship Management, Retirement Planning, Wealth Transfer..., Financial Services, Term Life Insurance, IRAs, Insurance, Series 63, Wealth
Education
The American College 2014 — 2016
CLU Expected, Finance and Financial Management Services
University of Phoenix 2003 — 2005
MASTER OF BUSINESS ADMINISTRATION, (MBA)., Global Management
University of Massachusetts Boston 1998 — 2001
BACHELOR OF SCIENCE, BUSINESS MANAGEMENT (B.S.)., Management Information Systems and Operations Management Information Systems
Lauren Boyce Lauren Boyce's New York Life Insurance Company Experience November 2010 - March 2011
Job at
Industry Insurance
Experience
Zurich North America December 2014 - Present
Arthur J. Gallagher & Co. January 2012 - November 2014
Philadelphia Insurance Companies May 2011 - August 2011
New York Life Insurance Company November 2010 - March 2011
Saint Joseph's University September 2009 - April 2010
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, General Insurance, Surety Bonds, Professional Liability, Casualty, Brokers, Health Insurance, Internal Controls, Management, Testing, Accounting, Internal Audit, Microsoft Excel, Sarbanes-Oxley Act, Commercial Lines, Casualty Insurance
Education
Saint Joseph*s University 2009 — 2012
Bachelor of Science, Business Administration; Risk Management and Insurance & Finance
The Catholic University of America 2008 — 2009
Zurich North America December 2014 - Present
Arthur J. Gallagher & Co. January 2012 - November 2014
Philadelphia Insurance Companies May 2011 - August 2011
New York Life Insurance Company November 2010 - March 2011
Saint Joseph's University September 2009 - April 2010
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Liability, Workers Compensation, General Insurance, Surety Bonds, Professional Liability, Casualty, Brokers, Health Insurance, Internal Controls, Management, Testing, Accounting, Internal Audit, Microsoft Excel, Sarbanes-Oxley Act, Commercial Lines, Casualty Insurance
Education
Saint Joseph*s University 2009 — 2012
Bachelor of Science, Business Administration; Risk Management and Insurance & Finance
The Catholic University of America 2008 — 2009
Michael Halligan Michael Halligan's New York Life Insurance Company Experience July 2015 - October 2015
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Think Tanks
Experience
New York Life Insurance Company July 2015 - October 2015
Mahany Construction Co Inc May 2014 - August 2014
Oelschig Nursery May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Training
Education
The Citadel 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
New York Life Insurance Company July 2015 - October 2015
Mahany Construction Co Inc May 2014 - August 2014
Oelschig Nursery May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Training
Education
The Citadel 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Jamison Vann Johnson (JJ)'s New York Life Insurance Company Experience May 2014 - Present
Job Life and Retirement Advocate
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
Skills
Team Building, Leadership, Marketing, Strategic Planning, Life Insurance, Social Media, Customer Service, Financial Planning, Small Business, Social Networking, Research, New Business Development, Finance, Employee Benefits, Investments, Retirement Planning, Time Management, Microsoft Office, Insurance, Management
Education
The Citadel 1998 — 2009
Bachelor's degree, History
New York Life Insurance Company May 2014 - Present
Skills
Team Building, Leadership, Marketing, Strategic Planning, Life Insurance, Social Media, Customer Service, Financial Planning, Small Business, Social Networking, Research, New Business Development, Finance, Employee Benefits, Investments, Retirement Planning, Time Management, Microsoft Office, Insurance, Management
Education
The Citadel 1998 — 2009
Bachelor's degree, History
Kathryn Wohlander, CAP's New York Life Insurance Company Experience 2006 - 2013
Job Consultant to Professional Advisors and Nonprofits
Industry Financial Services
Experience
Society of St. Vincent de Paul Diocesan Council of Dallas February 2014 - February 2015
New York Life Insurance Company 2006 - 2013
The Dallas Foundation 2005 - 2006
U.S. Trust 2001 - 2005
Skills
Financial Services, Philanthropy, Estate Planning, Wealth Management, Business Planning, Strategy, Marketing, Life Insurance, Wealth, Insurance, Financial Planners, Advisor Practice..., Business Succession..., Fundraising, Multi-generational..., Term Life Insurance, Series 6, Succession Planning, Leadership, Financial Advisory, Nonprofits, Strategic Planning
Education
The American College
Chartered Advisor in Philanthropy
University of Colorado Boulder
BA
Society of St. Vincent de Paul Diocesan Council of Dallas February 2014 - February 2015
New York Life Insurance Company 2006 - 2013
The Dallas Foundation 2005 - 2006
U.S. Trust 2001 - 2005
Skills
Financial Services, Philanthropy, Estate Planning, Wealth Management, Business Planning, Strategy, Marketing, Life Insurance, Wealth, Insurance, Financial Planners, Advisor Practice..., Business Succession..., Fundraising, Multi-generational..., Term Life Insurance, Series 6, Succession Planning, Leadership, Financial Advisory, Nonprofits, Strategic Planning
Education
The American College
Chartered Advisor in Philanthropy
University of Colorado Boulder
BA
Philip DeCandia Philip DeCandia's New York Life Insurance Company Experience October 2011 - April 2012
Job Medicare Benefits Consultant
Industry Hospital & Health Care
Experience
Wellcare May 2012 - Present
New York Life Insurance Company October 2011 - April 2012
Verizon Wireless May 2009 - October 2011
Skills
Employee Benefits, Insurance, Managed Care, Medicare, Account Management, Customer Retention, Vendor Management, Cold Calling, Benefits Administration, Direct Sales, Sales, Salesforce.com
Education
Centenary College 2011 — 2011
The College of Saint Rose 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Wellcare May 2012 - Present
New York Life Insurance Company October 2011 - April 2012
Verizon Wireless May 2009 - October 2011
Skills
Employee Benefits, Insurance, Managed Care, Medicare, Account Management, Customer Retention, Vendor Management, Cold Calling, Benefits Administration, Direct Sales, Sales, Salesforce.com
Education
Centenary College 2011 — 2011
The College of Saint Rose 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Mark Gunn, CLU Mark Gunn, CLU's New York Life Insurance Company Experience March 1988 - August 1996
Job Regional Sales Director, Ohio National Financial Services, Life Insurance Brokerage
Industry Financial Services
Experience
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Nina Levitin Nina Levitin's New York Life Insurance Company Experience June 2015 - August 2015
Job Student at The College of New Jersey
Industry Sports
Experience
New York Life Insurance Company June 2015 - August 2015
Loeffler Pools June 2013 - August 2015
Deeny Riback Summer Camp June 2012 - August 2012
Gesher Summer Program June 2010 - August 2011
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Research, Leadership, Social Media, Teamwork, PowerPoint
Education
The College of New Jersey 2013 — 2017
Bachelor's degree, Interdisciplinary Business, Sophomore
New York Life Insurance Company June 2015 - August 2015
Loeffler Pools June 2013 - August 2015
Deeny Riback Summer Camp June 2012 - August 2012
Gesher Summer Program June 2010 - August 2011
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Research, Leadership, Social Media, Teamwork, PowerPoint
Education
The College of New Jersey 2013 — 2017
Bachelor's degree, Interdisciplinary Business, Sophomore
David Anderson CLU, ChFC, CASL, CLTC, LUTCF's New York Life Insurance Company Experience January 2004 - Present
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2004 - Present
New York Life Insurance Company December 1999 - December 2003
New York Life Insuracne Company 1999 - 2003
Education
The American College
CLU, ChFC, CASL, CLTC, LUTCF
New York Life Insurance Company January 2004 - Present
New York Life Insurance Company December 1999 - December 2003
New York Life Insuracne Company 1999 - 2003
Education
The American College
CLU, ChFC, CASL, CLTC, LUTCF
Mark S. Perreault Mark S. Perreault's New York Life Insurance Company Experience September 2010 - July 2011
Job Omni Pod sales at Insulet Corporation
Industry Insurance
Experience
Insulet Corporation June 2015 - Present
eHealth Insurance July 2013 - Present
New York Life Insurance Company September 2010 - July 2011
New York Life Insurance Company September 1997 - June 2011
Education
Milford
The American College
The American College
Insulet Corporation June 2015 - Present
eHealth Insurance July 2013 - Present
New York Life Insurance Company September 2010 - July 2011
New York Life Insurance Company September 1997 - June 2011
Education
Milford
The American College
The American College
Rich Green, LUTCF's New York Life Insurance Company Experience May 2012 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC May 2009 - May 2012
Reno Tahoe Open Foundation February 2005 - February 2009
Fairways & Greens Magazine 1997 - 2005
Skills
Retirement, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Succession Planning, Customer Service, Organizational..., Wealth Transfer..., Sales Force Development, Executive Management, Talent Management, Career Development, Permanent Life Insurance, Retirement Income..., Mentoring, Training Facilitation
Education
The American College 2011 — 2015
Chartered Life Underwriter
University of Nevada-Reno 1992 — 1997
Bachelor’s Degree
Columbine High School 1988 — 1991
High School
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC May 2009 - May 2012
Reno Tahoe Open Foundation February 2005 - February 2009
Fairways & Greens Magazine 1997 - 2005
Skills
Retirement, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Succession Planning, Customer Service, Organizational..., Wealth Transfer..., Sales Force Development, Executive Management, Talent Management, Career Development, Permanent Life Insurance, Retirement Income..., Mentoring, Training Facilitation
Education
The American College 2011 — 2015
Chartered Life Underwriter
University of Nevada-Reno 1992 — 1997
Bachelor’s Degree
Columbine High School 1988 — 1991
High School
Scott Pfeil Scott Pfeil's New York Life Insurance Company Experience August 2004 - Present
Job Sr. Agency Standards Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2004 - Present
Skills
Leadership
Education
The American College 2006 — 2009
Wayne State College
New York Life Insurance Company August 2004 - Present
Skills
Leadership
Education
The American College 2006 — 2009
Wayne State College
Shane Swanson Shane Swanson's New York Life Insurance Company Experience January 2015 - Present
Job Managing Partner, New York Life
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company September 2012 - December 2014
New York Life Insurance Company January 2009 - August 2012
New York Life Insurance Company October 2005 - December 2008
New York Life Insurance Company September 1997 - September 2005
Skills
Mentoring Managers, Telemarketing Skills, Coaching, Retirement Planning, Long Term Care, Annuities, Insurance, Estate Planning, Sales Management, Public Speaking, Team Building, Fixed Annuities, Training, Long-term Care, Securities, Sales, Management, Mentoring, Strategic Financial..., Leadership, Series 63, Disability Insurance, Interviews, Employee Benefits, Small Business, Retirement, Long Term Care Insurance, Series 6, IRAs, 401k, Life Insurance, Investments, Mutual Funds
Education
The American College 2000 — 2010
CLU, ChFC, CLF and CFP, Financial Planning and Management
University of Iowa 1985 — 1989
Bachelor of Music, Music Performance, Trumpet
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company September 2012 - December 2014
New York Life Insurance Company January 2009 - August 2012
New York Life Insurance Company October 2005 - December 2008
New York Life Insurance Company September 1997 - September 2005
Skills
Mentoring Managers, Telemarketing Skills, Coaching, Retirement Planning, Long Term Care, Annuities, Insurance, Estate Planning, Sales Management, Public Speaking, Team Building, Fixed Annuities, Training, Long-term Care, Securities, Sales, Management, Mentoring, Strategic Financial..., Leadership, Series 63, Disability Insurance, Interviews, Employee Benefits, Small Business, Retirement, Long Term Care Insurance, Series 6, IRAs, 401k, Life Insurance, Investments, Mutual Funds
Education
The American College 2000 — 2010
CLU, ChFC, CLF and CFP, Financial Planning and Management
University of Iowa 1985 — 1989
Bachelor of Music, Music Performance, Trumpet
Mary Sabo Mary Sabo's New York Life Insurance Company Experience May 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company May 2014 - Present
Cobb County Schools August 2006 - July 2014
Alvernia University August 2004 - May 2006
Alvernia University August 2003 - May 2006
Ruby Tuesday May 2003 - August 2005
McDonald's May 1999 - December 2002
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Insurance, Protection Planning, Retirement Planning, Time Management, Leadership, Communication, Customer Satisfaction, Networking, Financial Services, Long-Term Care Insurance, IRA Rollovers, Risk Management
Education
The Art Institute of Pittsburgh-Online Division 2009 — 2010
Certificate, Digital Design Diploma
Alvernia College 2002 — 2006
Bachelor of Arts (B.A.), Elementary Education and Teaching
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company May 2014 - Present
Cobb County Schools August 2006 - July 2014
Alvernia University August 2004 - May 2006
Alvernia University August 2003 - May 2006
Ruby Tuesday May 2003 - August 2005
McDonald's May 1999 - December 2002
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Insurance, Protection Planning, Retirement Planning, Time Management, Leadership, Communication, Customer Satisfaction, Networking, Financial Services, Long-Term Care Insurance, IRA Rollovers, Risk Management
Education
The Art Institute of Pittsburgh-Online Division 2009 — 2010
Certificate, Digital Design Diploma
Alvernia College 2002 — 2006
Bachelor of Arts (B.A.), Elementary Education and Teaching
Courtney Pierce's New York Life Insurance Company Experience June 2014 - September 2014
Job Summer Intern at New York Life Insurance Company
Industry Accounting
Experience
Chi Omega Fraternity - Omicron Beta January 2014 - December 2014
New York Life Insurance Company June 2014 - September 2014
Nationwide Insurance January 2012 - May 2012
Ditthavong & Steiner, P.C. September 2011 - December 2011
U.S. Senate September 2010 - May 2011
Skills
Social Media, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Sales, Tax Accounting, Spanish, Teamwork, Social Networking, Leadership, Facebook, Editing
Education
The College of William and Mary - The Mason School of Business 2012 — 2016
Bachelor's Degree, Accounting with a double major in Hispanic Studies
The Madeira School 2008 — 2012
High School
Chi Omega Fraternity - Omicron Beta January 2014 - December 2014
New York Life Insurance Company June 2014 - September 2014
Nationwide Insurance January 2012 - May 2012
Ditthavong & Steiner, P.C. September 2011 - December 2011
U.S. Senate September 2010 - May 2011
Skills
Social Media, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Sales, Tax Accounting, Spanish, Teamwork, Social Networking, Leadership, Facebook, Editing
Education
The College of William and Mary - The Mason School of Business 2012 — 2016
Bachelor's Degree, Accounting with a double major in Hispanic Studies
The Madeira School 2008 — 2012
High School
Michael Dwyer Michael Dwyer's New York Life Insurance Company Experience September 2014 - Present
Job New York Life Insurance Company Sales Development Manager
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Eagle Strategies, LLC October 2012 - September 2014
New York Life Insurance Company December 2008 - September 2014
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Insurance, Investment Strategies, Securities, Fixed Annuities, Series 7, 401k Rollovers, Retirement, Mutual Funds, 401k, IRAs, Long Term Care Insurance, Financial Services, Small Business, Series 63, Series 65, Series 24, Licensed Life & Health..., Long-term Care, Disability Insurance, Term Life Insurance, Whole Life, Health Insurance, Pensions, Relationship Management, Variable Annuities, Roth IRA, Asset Allocation, Retirement Savings
Education
The American College
ChFC (in-progress), Chartered Financial Consultant (ChFC) in progress
University at Albany 2007 — 2008
MS, Management
University at Albany 2006 — 2007
MA, Economics
University at Albany 2002 — 2006
BA, Economics, Communications
New York Life Insurance Company September 2014 - Present
Eagle Strategies, LLC October 2012 - September 2014
New York Life Insurance Company December 2008 - September 2014
Skills
Retirement Planning, Estate Planning, Life Insurance, Investments, Insurance, Investment Strategies, Securities, Fixed Annuities, Series 7, 401k Rollovers, Retirement, Mutual Funds, 401k, IRAs, Long Term Care Insurance, Financial Services, Small Business, Series 63, Series 65, Series 24, Licensed Life & Health..., Long-term Care, Disability Insurance, Term Life Insurance, Whole Life, Health Insurance, Pensions, Relationship Management, Variable Annuities, Roth IRA, Asset Allocation, Retirement Savings
Education
The American College
ChFC (in-progress), Chartered Financial Consultant (ChFC) in progress
University at Albany 2007 — 2008
MS, Management
University at Albany 2006 — 2007
MA, Economics
University at Albany 2002 — 2006
BA, Economics, Communications
Raquel A. Zippilli's New York Life Insurance Company Experience October 2013 - June 2014
Job President, Owner at Sano Salad, LLC
Industry Food & Beverages
Experience
Sano Salad June 2014 - Present
New York Life Insurance Company October 2013 - June 2014
New York Life Insurance Company April 2012 - October 2013
New York Life Insurance Company June 2010 - April 2012
Northwestern Mutual May 2009 - June 2010
Skills
Customer Service, Financial Analysis, Teamwork, Problem Solving, Finance, Insurance, Microsoft Excel, Analysis, Management, Accounting, Leadership, Employee Benefits, Access, Time Management, Outlook, Training, Sales, Microsoft Office
Education
The College of Saint Rose 2006 — 2010
B.S., Business Administration, Finance, Financial Planning, Small Business and Entrepreneurship
The College of Saint Rose 2006 — 2010
Bachelor of Science (B.S.), Finance, Financial Planning, Small Business and Entrepreneurship
Sano Salad June 2014 - Present
New York Life Insurance Company October 2013 - June 2014
New York Life Insurance Company April 2012 - October 2013
New York Life Insurance Company June 2010 - April 2012
Northwestern Mutual May 2009 - June 2010
Skills
Customer Service, Financial Analysis, Teamwork, Problem Solving, Finance, Insurance, Microsoft Excel, Analysis, Management, Accounting, Leadership, Employee Benefits, Access, Time Management, Outlook, Training, Sales, Microsoft Office
Education
The College of Saint Rose 2006 — 2010
B.S., Business Administration, Finance, Financial Planning, Small Business and Entrepreneurship
The College of Saint Rose 2006 — 2010
Bachelor of Science (B.S.), Finance, Financial Planning, Small Business and Entrepreneurship
Derek Adnams's New York Life Insurance Company Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Melissa Fraser's New York Life Insurance Company Experience December 2001 - December 2002
Job Managing Director at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
AIG May 2014 - August 2015
MetLife November 2004 - November 2011
Poca Valley Financial December 2002 - December 2004
New York Life Insurance Company December 2001 - December 2002
Skills
Advanced Markets..., Leadership, Sales, Training, Management, Process Improvement, Recruiting, Estate Planning, Charitable Giving, Annuity Specialist, Disability Insurance, Life insurance, Buy-sell Agreements, Key Person Insurance, Executive Benefit..., Business Coaching, Life Insurance, Team Building, Business Development, Cold Calling, Customer Service, Employee Benefits, Marketing, CRM, Insurance, Retirement Planning, Sales Management, Salesforce.com, Strategy, Term Life Insurance, Fixed Annuities
Education
The American College 2007 — 2015
CLU
The American College 2003 — 2004
Registered Financial Consultant, Financial Planning
Transamerica August 2015 - Present
AIG May 2014 - August 2015
MetLife November 2004 - November 2011
Poca Valley Financial December 2002 - December 2004
New York Life Insurance Company December 2001 - December 2002
Skills
Advanced Markets..., Leadership, Sales, Training, Management, Process Improvement, Recruiting, Estate Planning, Charitable Giving, Annuity Specialist, Disability Insurance, Life insurance, Buy-sell Agreements, Key Person Insurance, Executive Benefit..., Business Coaching, Life Insurance, Team Building, Business Development, Cold Calling, Customer Service, Employee Benefits, Marketing, CRM, Insurance, Retirement Planning, Sales Management, Salesforce.com, Strategy, Term Life Insurance, Fixed Annuities
Education
The American College 2007 — 2015
CLU
The American College 2003 — 2004
Registered Financial Consultant, Financial Planning
Joe T. Wickenhoefer Joe T. Wickenhoefer's New York Life Insurance Company Experience May 2010 - April 2015
Job Principal at Wyatt Brothers Financial, LLC
Industry Financial Services
Experience
Wyatt Brothers Financial, LLC May 2015 - Present
New York Life Insurance Company May 2010 - April 2015
New York Life Insurance Company May 2010 - April 2015
Skills
Retirement Planning, Fixed Annuities, IRAs, College Savings Plans, Long Term Care Insurance, Retirement, Wealth Accumulation, Mutual Funds, Series 63, Life Insurance, 401k Rollovers, Series 6, Employee Benefits, Financial Services, 401k, Long-term Care, Investments, Strategic Financial..., Disability Insurance, Insurance, Term Life Insurance, Estate Planning, Roth IRA, Finance, Health Insurance, 529 Plans, Series 7, FINRA, Wealth Management, Financial Advisory, Asset Allocation, Voluntary Employee..., Retirement Savings, Key Person Insurance, Universal Life, Pensions, Permanent Life Insurance, Investment Strategies, Saving for Education, Wealth Management..., Life, Income Protection, Annuity Sales, Variable Life, Qualified Retirement..., Simple IRA, SEP IRA, Rollovers, Wealth Preservation..., Education Funding
Education
The Citadel
Bachelor of Science (BS)
Wyatt Brothers Financial, LLC May 2015 - Present
New York Life Insurance Company May 2010 - April 2015
New York Life Insurance Company May 2010 - April 2015
Skills
Retirement Planning, Fixed Annuities, IRAs, College Savings Plans, Long Term Care Insurance, Retirement, Wealth Accumulation, Mutual Funds, Series 63, Life Insurance, 401k Rollovers, Series 6, Employee Benefits, Financial Services, 401k, Long-term Care, Investments, Strategic Financial..., Disability Insurance, Insurance, Term Life Insurance, Estate Planning, Roth IRA, Finance, Health Insurance, 529 Plans, Series 7, FINRA, Wealth Management, Financial Advisory, Asset Allocation, Voluntary Employee..., Retirement Savings, Key Person Insurance, Universal Life, Pensions, Permanent Life Insurance, Investment Strategies, Saving for Education, Wealth Management..., Life, Income Protection, Annuity Sales, Variable Life, Qualified Retirement..., Simple IRA, SEP IRA, Rollovers, Wealth Preservation..., Education Funding
Education
The Citadel
Bachelor of Science (BS)
Stephen J. Buffat Stephen J. Buffat's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life helping individuals, families and business owners to develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Brewer Science, Inc. April 2014 - March 2015
Lockheed Martin / Advanced Materials/Nanosystems 2008 - 2014
Nantero, Inc. 2005 - 2008
Nantero, Inc. 2003 - 2005
SCP Global Technologies 2000 - 2003
Zilog 1988 - 2000
Skills
Licensed Life and..., Life Insurance..., Long Term Care Insurance, Retirement Income..., Estate Planning, Business Insurance..., Protection..., Research & Development, Root Cause Problem..., Project Management, Sales Management, Strategic Planning, Marketing Strategy, R&D, Research, Customer Service
Education
College of Idaho
Chemistry
Idaho State University
Associate’s Degree, Radiation Protection/Health Physics
New York Life Insurance Company April 2015 - Present
Brewer Science, Inc. April 2014 - March 2015
Lockheed Martin / Advanced Materials/Nanosystems 2008 - 2014
Nantero, Inc. 2005 - 2008
Nantero, Inc. 2003 - 2005
SCP Global Technologies 2000 - 2003
Zilog 1988 - 2000
Skills
Licensed Life and..., Life Insurance..., Long Term Care Insurance, Retirement Income..., Estate Planning, Business Insurance..., Protection..., Research & Development, Root Cause Problem..., Project Management, Sales Management, Strategic Planning, Marketing Strategy, R&D, Research, Customer Service
Education
College of Idaho
Chemistry
Idaho State University
Associate’s Degree, Radiation Protection/Health Physics
David M. Anderson, CLU, ChFC, CASL, CLF, CLTC David M. Anderson, CLU, ChFC, CASL, CLF, CLTC's New York Life Insurance Company Experience March 1991 - Present
Job Director of Develpment at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1991 - Present
Skills
Estate Planning, Sales, Retirement Planning, Training, Fixed Annuities, Management, Investments, Retirement, Recruiting, Coaching, Life Insurance, Finance, Financial Services, Insurance, Customer Retention, Customer Service, Public Speaking, Leadership, Strategic Planning
Education
The American College 2008 — 2012
CLU, ChFC, CASL, CLF, Fiancial Services
New York Life Insurance Company March 1991 - Present
Skills
Estate Planning, Sales, Retirement Planning, Training, Fixed Annuities, Management, Investments, Retirement, Recruiting, Coaching, Life Insurance, Finance, Financial Services, Insurance, Customer Retention, Customer Service, Public Speaking, Leadership, Strategic Planning
Education
The American College 2008 — 2012
CLU, ChFC, CASL, CLF, Fiancial Services
Cooper Lott Cooper Lott's New York Life Insurance Company Experience August 2013 - December 2013
Job Sales at Fortiline Waterworks, 2LT at Army NG
Industry Utilities
Experience
Fortiline Waterworks June 2015 - Present
Army National Guard July 2014 - Present
Fortiline Waterworks June 2014 - June 2015
New York Life Insurance Company August 2013 - December 2013
The Citadel May 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, Team Leadership, Time Management, Leadership, Event Planning, Spanish, Fundraising, Military, Military Operations, Organizational..., Leadership Development
Education
The Citadel 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Fortiline Waterworks June 2015 - Present
Army National Guard July 2014 - Present
Fortiline Waterworks June 2014 - June 2015
New York Life Insurance Company August 2013 - December 2013
The Citadel May 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, English, Team Leadership, Time Management, Leadership, Event Planning, Spanish, Fundraising, Military, Military Operations, Organizational..., Leadership Development
Education
The Citadel 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Craig Cintron, CFP® Craig Cintron, CFP®'s New York Life Insurance Company Experience March 2013 - March 2015
Job Strategic Relationship Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2015 - Present
New York Life Insurance Company March 2013 - March 2015
New York Life Insurance Company December 2011 - March 2013
New York Life Insurance Company May 2010 - December 2011
Cohen and Steers August 2008 - May 2010
Ameriprise Financial June 2005 - August 2008
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Finance, Asset Allocation, Sales, 401k, Separately Managed..., Strategy, Financial Planning, Investment Advisory, IRAs, Asset Protection, Multi-generational..., Leadership, Asset Management, Financial Advisory, Marketing, Management, Life Insurance, Securities, Wealth Preservation..., Banking, Portfolio Management, Investment Strategies, Protection..., Multi-Generational..., 401(k) Rollovers, Gifting Strategies, Succession Planning, Key Person Protection, Financial Services, Practice Management, CFP, Variable Annuities, Project Management, Technology Needs...
Education
The College of New Jersey 1997 — 2001
BS Business Administration, Marketing Specialization
Bergenfield High School
TD Ameritrade Institutional March 2015 - Present
New York Life Insurance Company March 2013 - March 2015
New York Life Insurance Company December 2011 - March 2013
New York Life Insurance Company May 2010 - December 2011
Cohen and Steers August 2008 - May 2010
Ameriprise Financial June 2005 - August 2008
Skills
Mutual Funds, Investments, Retirement, Fixed Annuities, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Finance, Asset Allocation, Sales, 401k, Separately Managed..., Strategy, Financial Planning, Investment Advisory, IRAs, Asset Protection, Multi-generational..., Leadership, Asset Management, Financial Advisory, Marketing, Management, Life Insurance, Securities, Wealth Preservation..., Banking, Portfolio Management, Investment Strategies, Protection..., Multi-Generational..., 401(k) Rollovers, Gifting Strategies, Succession Planning, Key Person Protection, Financial Services, Practice Management, CFP, Variable Annuities, Project Management, Technology Needs...
Education
The College of New Jersey 1997 — 2001
BS Business Administration, Marketing Specialization
Bergenfield High School
Jennifer Reale Jennifer Reale's New York Life Insurance Company Experience November 2011 - January 2013
Job Brand and Market Manager
Industry Pharmaceuticals
Experience
ChemWerth Inc. August 2013 - Present
Indeed.com January 2013 - June 2013
New York Life Insurance Company November 2011 - January 2013
New York Life Insurance Company March 2011 - November 2011
New York Life Insurance Company May 2009 - March 2011
Watson Pharmaceuticals June 2001 - September 2004
Clairol January 1999 - June 2001
Schein Pharmaceuticals October 1997 - January 1999
Skills
Marketing, Quality Assurance, Sales, Life Insurance, Strategy, Strategic Financial..., Pharmaceutical Industry, Written & Oral..., Email Marketing, Marketing Management, Corporate Communications, Social Media Marketing, Training, cGMP practices, Brand Management, Copywriting, Leadership, Business Strategy, Product Management, Management, Cross-functional Team..., Strategic Planning, Marketing Strategy, FDA
Education
The College of New Rochelle 1993 — 1996
BS, Biology
North Salem High School 1989 — 1992
ChemWerth Inc. August 2013 - Present
Indeed.com January 2013 - June 2013
New York Life Insurance Company November 2011 - January 2013
New York Life Insurance Company March 2011 - November 2011
New York Life Insurance Company May 2009 - March 2011
Watson Pharmaceuticals June 2001 - September 2004
Clairol January 1999 - June 2001
Schein Pharmaceuticals October 1997 - January 1999
Skills
Marketing, Quality Assurance, Sales, Life Insurance, Strategy, Strategic Financial..., Pharmaceutical Industry, Written & Oral..., Email Marketing, Marketing Management, Corporate Communications, Social Media Marketing, Training, cGMP practices, Brand Management, Copywriting, Leadership, Business Strategy, Product Management, Management, Cross-functional Team..., Strategic Planning, Marketing Strategy, FDA
Education
The College of New Rochelle 1993 — 1996
BS, Biology
North Salem High School 1989 — 1992
Sean M. McCann's New York Life Insurance Company Experience 1991 - Present
Job Principal, Integrated Financial Strategies, LLC
Industry Financial Services
Experience
Integrated Financial Strategies, LLC September 2007 - Present
Eagle Strategies, LLC 2002 - Present
New York Life Insurance Company 1991 - Present
Skills
Wealth Management, Strategic Financial..., Wealth, Succession Planning, Estate Planning, Retirement Planning, Life Insurance, Investments, Financial Planners, Finance, Insurance, Financial Planning, Certified Financial..., Asset Management, Retirement, Asset Managment, Estate Law
Education
The American College 2002 — 2004
MSFS, Financial Services
University of Colorado at Boulder - Leeds School of Business 1983 — 1987
BS - BA, Finance and Marketing
Integrated Financial Strategies, LLC September 2007 - Present
Eagle Strategies, LLC 2002 - Present
New York Life Insurance Company 1991 - Present
Skills
Wealth Management, Strategic Financial..., Wealth, Succession Planning, Estate Planning, Retirement Planning, Life Insurance, Investments, Financial Planners, Finance, Insurance, Financial Planning, Certified Financial..., Asset Management, Retirement, Asset Managment, Estate Law
Education
The American College 2002 — 2004
MSFS, Financial Services
University of Colorado at Boulder - Leeds School of Business 1983 — 1987
BS - BA, Finance and Marketing
Tyrone French's New York Life Insurance Company Experience January 1990 - May 1993
Job Insurance and Financial Counseling
Industry Financial Services
Experience
Tyrone French January 1990 - Present
LegalShield June 2006 - Present
Heritage Living Trust March 2009 - Present
New York Life Insurance Company January 1990 - May 1993
US Navy September 1981 - April 1988
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Small Business, Banking, Team Building, Public Speaking, Coaching, Finance, Trusts, Leadership, Tax, Strategic Planning, Business Planning, Wealth, IRAs, Customer Service, Financial Planners, Health Insurance, Sales, Business, 401k
Education
The American College 1997 — 2005
Insurance & Financial Services
The Institute for Personal Finance 2000 — 2001
Certificate, Personal Finance, Completion
Tyrone French January 1990 - Present
LegalShield June 2006 - Present
Heritage Living Trust March 2009 - Present
New York Life Insurance Company January 1990 - May 1993
US Navy September 1981 - April 1988
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Small Business, Banking, Team Building, Public Speaking, Coaching, Finance, Trusts, Leadership, Tax, Strategic Planning, Business Planning, Wealth, IRAs, Customer Service, Financial Planners, Health Insurance, Sales, Business, 401k
Education
The American College 1997 — 2005
Insurance & Financial Services
The Institute for Personal Finance 2000 — 2001
Certificate, Personal Finance, Completion
Ray Hall Ray Hall's New York Life Insurance Company Experience April 2008 - April 2009
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC February 2015 - Present
Allstate Financial June 2011 - February 2015
NAIFA - Mobile 2013 - January 2015
Principal Financial Group April 2009 - May 2011
New York Life Insurance Company April 2008 - April 2009
Allstate Financial Services, LLC April 2002 - April 2008
Skills
Financial Services..., Insurance & Retirement..., Recruiting,..., Long Term Care, Annuities, Retirement Planning, Retirement, Insurance, Mutual Funds, Employee Benefits, Investments, Compliance, Securities, Sales Management, Mentoring, Fixed Annuities, Long-term Care, FINRA, 401k, Financial Services, Term Life Insurance, IRAs, Series 6, Series 7, Disability Insurance, Series 63, Life Insurance, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Financial Planning
Education
The American College 1999 — 2003
Chartered Financial Consultant, (ChFC industry designation)
University of South Alabama 1989 — 1995
Bachelor of Science, Finance Concentration, Mitchell College of Business & Management Practices
The American College
Chartered Financial Consultant
Allstate Financial Services, LLC February 2015 - Present
Allstate Financial June 2011 - February 2015
NAIFA - Mobile 2013 - January 2015
Principal Financial Group April 2009 - May 2011
New York Life Insurance Company April 2008 - April 2009
Allstate Financial Services, LLC April 2002 - April 2008
Skills
Financial Services..., Insurance & Retirement..., Recruiting,..., Long Term Care, Annuities, Retirement Planning, Retirement, Insurance, Mutual Funds, Employee Benefits, Investments, Compliance, Securities, Sales Management, Mentoring, Fixed Annuities, Long-term Care, FINRA, 401k, Financial Services, Term Life Insurance, IRAs, Series 6, Series 7, Disability Insurance, Series 63, Life Insurance, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Financial Planning
Education
The American College 1999 — 2003
Chartered Financial Consultant, (ChFC industry designation)
University of South Alabama 1989 — 1995
Bachelor of Science, Finance Concentration, Mitchell College of Business & Management Practices
The American College
Chartered Financial Consultant
Fred Lindlaw Fred Lindlaw's New York Life Insurance Company Experience December 1972 - April 2001
Job Consultant
Industry Writing and Editing
Experience
Lindlaw Consultants January 2002 - Present
New York Life Insurance Company December 1972 - April 2001
WHDH, Boston December 1969 - April 1972
ABC Radio News October 1967 - November 1969
Skills
Writing, Social Media, Public Speaking, Editing, Newsletters, Publications, Event Management, Copy Editing, Internal Communications, Social Networking, Blogging, Public Relations, Press Releases, Technical Writing, Training
Education
The American College
CLU, Chartered Life Underwriter
Wagner College
Bachelor of Arts (B.A.), Philosophy
Lindlaw Consultants January 2002 - Present
New York Life Insurance Company December 1972 - April 2001
WHDH, Boston December 1969 - April 1972
ABC Radio News October 1967 - November 1969
Skills
Writing, Social Media, Public Speaking, Editing, Newsletters, Publications, Event Management, Copy Editing, Internal Communications, Social Networking, Blogging, Public Relations, Press Releases, Technical Writing, Training
Education
The American College
CLU, Chartered Life Underwriter
Wagner College
Bachelor of Arts (B.A.), Philosophy
Andrew Beldowicz Andrew Beldowicz's New York Life Insurance Company Experience January 1997 - January 1999
Job Social Collaboration Strategy Lead at PwC
Industry Information Technology and Services
Experience
PwC February 2013 - Present
PwC October 2011 - January 2013
Price Waterhouse Coopers May 2008 - September 2011
Price Waterhouse Coopers May 2005 - January 2008
Price Waterhouse Coopers January 1999 - January 2005
New York Life Insurance Company January 1997 - January 1999
Skills
Enterprise Social..., Analytics, Program Management, Strategy, Integration, User Experience, Collaboration, Change Management, People Development, Project Management
Education
The College of New Jersey 1994 — 1997
Bachelor of Science, Business Management
St. Peter's Prep High School
PwC February 2013 - Present
PwC October 2011 - January 2013
Price Waterhouse Coopers May 2008 - September 2011
Price Waterhouse Coopers May 2005 - January 2008
Price Waterhouse Coopers January 1999 - January 2005
New York Life Insurance Company January 1997 - January 1999
Skills
Enterprise Social..., Analytics, Program Management, Strategy, Integration, User Experience, Collaboration, Change Management, People Development, Project Management
Education
The College of New Jersey 1994 — 1997
Bachelor of Science, Business Management
St. Peter's Prep High School
Christine Fredericks Christine Fredericks's New York Life Insurance Company Experience April 1999 - May 2007
Job Client Service Coordinator
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
DIVERSANT, LLC April 2011 - February 2013
IMC Associates October 2008 - September 2010
New York Life Insurance Company April 1999 - May 2007
Individual Commercial Associates July 1996 - April 1999
Education
The College of New Jersey 1992 — 1996
Bachelor of Arts (B.A.), English - Major Law & Justice - Minor
Ameriprise Financial Services, Inc. February 2013 - Present
DIVERSANT, LLC April 2011 - February 2013
IMC Associates October 2008 - September 2010
New York Life Insurance Company April 1999 - May 2007
Individual Commercial Associates July 1996 - April 1999
Education
The College of New Jersey 1992 — 1996
Bachelor of Arts (B.A.), English - Major Law & Justice - Minor
George Knox, CRPC,CLTC George Knox, CRPC,CLTC's New York Life Insurance Company Experience June 2013 - July 2015
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2015 - Present
New York Life Insurance Company June 2013 - July 2015
Genworth Financial October 2010 - June 2013
New York Life October 2005 - December 2009
Allstate Financial January 1999 - October 2005
MDS/Bankmark January 1997 - January 1999
Liberty Financial (IFMG) October 1987 - January 1997
United States Air Force June 1975 - August 1987
Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment
Education
The Citadel 1971 — 1975
BBA, Business Management
Allstate Financial Services, LLC July 2015 - Present
New York Life Insurance Company June 2013 - July 2015
Genworth Financial October 2010 - June 2013
New York Life October 2005 - December 2009
Allstate Financial January 1999 - October 2005
MDS/Bankmark January 1997 - January 1999
Liberty Financial (IFMG) October 1987 - January 1997
United States Air Force June 1975 - August 1987
Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment
Education
The Citadel 1971 — 1975
BBA, Business Management
Steve Fiedler CLU, LUTCF's New York Life Insurance Company Experience June 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Allstate Financial Services, LLC September 2011 - March 2014
MassMutual Financial Group September 2008 - August 2011
Allstate Financial Services, LLC January 2001 - August 2008
Skills
Customer Service, Team Building, Employee Benefits, Series 6, 401k, Series 63, Business Planning, Series 7, Strategic Planning, IRAs, Series 24, Series 65, Life Insurance
Education
The American College 1994 — 1998
Chartered Life Underwriter (CLU), Insurance and Financial Services
The American College 1989 — 1991
LUTCF, Insurance and Financial Services
University of Wisconsin 1971 — 1975
Bachelor of Science (B.S.), Education
New York Life Insurance Company June 2014 - Present
Allstate Financial Services, LLC September 2011 - March 2014
MassMutual Financial Group September 2008 - August 2011
Allstate Financial Services, LLC January 2001 - August 2008
Skills
Customer Service, Team Building, Employee Benefits, Series 6, 401k, Series 63, Business Planning, Series 7, Strategic Planning, IRAs, Series 24, Series 65, Life Insurance
Education
The American College 1994 — 1998
Chartered Life Underwriter (CLU), Insurance and Financial Services
The American College 1989 — 1991
LUTCF, Insurance and Financial Services
University of Wisconsin 1971 — 1975
Bachelor of Science (B.S.), Education
Dee A. Cook Dee A. Cook's New York Life Insurance Company Experience September 2003 - December 2007
Job Founder & Director of Beautiful International Women
Industry Nonprofit Organization Management
Experience
Beautiful International Women April 2003 - Present
New York Life Insurance Company September 2003 - December 2007
Skills
microfinance, Public Speaking, Entrepreneurship, Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Non-profits, Newsletters, Nutrition, Conference Speaker, Fundraising, Leadership, Nonprofits, Proposal Writing, Organizational..., Social Networking, Event Planning, Training, Photography, Customer Service, Project Management, Team Building, Leadership Development, Community Outreach, Teaching, Microfinance, Coaching, Management, Public Relations, Volunteer Management, Social Media, Marketing, Event Management, Social Media Marketing, Marketing Communications, Editing, Business Planning, Budgets, Research, Marketing Strategy, Time Management, Team Leadership
Education
The American College 2004 — 2007
LUTCF, Financial Planning and Services, Insurance
International College 1975 — 1980
Christian Ministry
Hawaii Baptist Academy
Beautiful International Women April 2003 - Present
New York Life Insurance Company September 2003 - December 2007
Skills
microfinance, Public Speaking, Entrepreneurship, Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Non-profits, Newsletters, Nutrition, Conference Speaker, Fundraising, Leadership, Nonprofits, Proposal Writing, Organizational..., Social Networking, Event Planning, Training, Photography, Customer Service, Project Management, Team Building, Leadership Development, Community Outreach, Teaching, Microfinance, Coaching, Management, Public Relations, Volunteer Management, Social Media, Marketing, Event Management, Social Media Marketing, Marketing Communications, Editing, Business Planning, Budgets, Research, Marketing Strategy, Time Management, Team Leadership
Education
The American College 2004 — 2007
LUTCF, Financial Planning and Services, Insurance
International College 1975 — 1980
Christian Ministry
Hawaii Baptist Academy
Morgan C. Mulford Morgan C. Mulford's New York Life Insurance Company Experience July 1998 - January 2013
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities January 2014 - Present
New York Life Insurance Company July 1998 - January 2013
Chase Investment Services 1995 - 1998
GE Capital 1993 - 1995
Skills
Life Insurance..., Annuity Sales, Variable Annuities, Fixed Annuities, Lifetime Income..., Investments, Mutual Funds, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Estate Planning, Charitable Giving, Public Speaking
Education
The College of New Jersey 1979 — 1983
Bachelor of Science (B.S.)
NYLIFE Securities January 2014 - Present
New York Life Insurance Company July 1998 - January 2013
Chase Investment Services 1995 - 1998
GE Capital 1993 - 1995
Skills
Life Insurance..., Annuity Sales, Variable Annuities, Fixed Annuities, Lifetime Income..., Investments, Mutual Funds, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Estate Planning, Charitable Giving, Public Speaking
Education
The College of New Jersey 1979 — 1983
Bachelor of Science (B.S.)
Vicki Manibusan's New York Life Insurance Company Experience June 2010 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
Education
The American College 2000 — 2005
CFP, ChFC, CASL, Financial Planning, Eldercare, Investment Management
University of San Francisco 1984 — 1987
New York Life Insurance Company June 2010 - Present
Education
The American College 2000 — 2005
CFP, ChFC, CASL, Financial Planning, Eldercare, Investment Management
University of San Francisco 1984 — 1987
Brett Thornock's New York Life Insurance Company Experience December 2014 - Present
Job Corporate Vice President Advanced Planning at New York Life Insurance Company
Industry Legal Services
Experience
New York Life Insurance Company December 2014 - Present
Financial Industry Regulatory Authority (FINRA) April 2014 - December 2014
U.S. Department of the Treasury June 2009 - April 2014
Education
The College of William and Mary - Marshall Wythe Law School 2006 — 2009
Utah State University - Jon M. Huntsman School of Business 2000 — 2006
B.S., Finance
New York Life Insurance Company December 2014 - Present
Financial Industry Regulatory Authority (FINRA) April 2014 - December 2014
U.S. Department of the Treasury June 2009 - April 2014
Education
The College of William and Mary - Marshall Wythe Law School 2006 — 2009
Utah State University - Jon M. Huntsman School of Business 2000 — 2006
B.S., Finance
Kishore.H Gidvani CLU,ChFC.'s New York Life Insurance Company Experience September 1987 - May 1990
Job Owner, Gidvani & Associates
Industry Financial Services
Experience
Gidvani & Associates June 1990 - Present
New York Life Insurance Company September 1987 - May 1990
Skills
Customer Service, Business Analysis, Risk Management, Investments, Portfolio Management, Management, New Business Development, Insurance, Sales Management, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Retirement Planning, Strategic Planning, Recruiting, Finance, Business Planning, Analysis, Start-ups, Marketing
Education
The American College 1987 — 1988
Chartered Financial Consultant, Finance and Financial Management Services
Cotton College, Gauhati Assam, India 1957 — 1961
Bachelor of Science (B.Sc.), Mathematics, Physics, Chemistry & Biology
Gidvani & Associates June 1990 - Present
New York Life Insurance Company September 1987 - May 1990
Skills
Customer Service, Business Analysis, Risk Management, Investments, Portfolio Management, Management, New Business Development, Insurance, Sales Management, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Retirement Planning, Strategic Planning, Recruiting, Finance, Business Planning, Analysis, Start-ups, Marketing
Education
The American College 1987 — 1988
Chartered Financial Consultant, Finance and Financial Management Services
Cotton College, Gauhati Assam, India 1957 — 1961
Bachelor of Science (B.Sc.), Mathematics, Physics, Chemistry & Biology
Erich Hottenstein's New York Life Insurance Company Experience July 2015 - Present
Job Development Manager
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
New York Life & New York Life Securities - Fortune 500 Company September 2001 - Present
New York Life & New York Life Securities - Fortune 500 Company January 2007 - January 2010
IBM - Fortune 500 Company January 1998 - January 2000
John Hancock Insurance Company- Fortune 500 Company August 1995 - November 1997
Skills
Insurance, Asset, Professional Liability, Small Business, Business Planning, Long-term Care, Finance, Retirement Planning, Sales, Life Insurance, Fixed Annuities, Financial Services, Long Term Care Insurance, Retirement, IRAs
Education
The College of Saint Rose 1992 — 1995
Accounting
College of Saint Rose
New York Life Insurance Company July 2015 - Present
New York Life & New York Life Securities - Fortune 500 Company September 2001 - Present
New York Life & New York Life Securities - Fortune 500 Company January 2007 - January 2010
IBM - Fortune 500 Company January 1998 - January 2000
John Hancock Insurance Company- Fortune 500 Company August 1995 - November 1997
Skills
Insurance, Asset, Professional Liability, Small Business, Business Planning, Long-term Care, Finance, Retirement Planning, Sales, Life Insurance, Fixed Annuities, Financial Services, Long Term Care Insurance, Retirement, IRAs
Education
The College of Saint Rose 1992 — 1995
Accounting
College of Saint Rose
Derek Torres's New York Life Insurance Company Experience October 2004 - April 2005
Job Logistics and Supply Chain Guru | Creating and Implementing Innovative Moving Tactics
Industry Logistics and Supply Chain
Experience
Keystone Petroleum June 2013 - Present
Kenan Advantage Group May 2008 - June 2013
Epps Aviation January 2007 - October 2007
Saint Joseph's Hospital November 2005 - June 2006
New York Life Insurance Company October 2004 - April 2005
Skills
Microsoft Office, Citrix, AS400, Horizon, Business Analysis, Financial Analysis, Data Analysis, Team Management, Logistics, Operations Management, Computer Hardware, Transportation, Supply Chain Management, Logistics Management, Customer Service, Account Management, Inventory Management, Training, IBM iSeries
Education
The Citadel 2000 — 2004
Bachelor of Arts (B.A.), History
Keystone Petroleum June 2013 - Present
Kenan Advantage Group May 2008 - June 2013
Epps Aviation January 2007 - October 2007
Saint Joseph's Hospital November 2005 - June 2006
New York Life Insurance Company October 2004 - April 2005
Skills
Microsoft Office, Citrix, AS400, Horizon, Business Analysis, Financial Analysis, Data Analysis, Team Management, Logistics, Operations Management, Computer Hardware, Transportation, Supply Chain Management, Logistics Management, Customer Service, Account Management, Inventory Management, Training, IBM iSeries
Education
The Citadel 2000 — 2004
Bachelor of Arts (B.A.), History
Leandra Ferreira's New York Life Insurance Company Experience May 2014 - Present
Job Corporate Vice President GO Administration
Industry Insurance
Experience
New York Life Insurance Company May 2014 - Present
New York Life March 2004 - May 2014
Skills
Sales, Small Business, Account Management, Vendor Management, Underwriting, Recruiting, Marketing, Sales Management, Financial Services, Public Speaking
Education
The American College 2014 — 2015
Master's degree, Management and Leadership
University of Phoenix 2006 — 2009
BS/BM, Business Management
New York Life Insurance Company May 2014 - Present
New York Life March 2004 - May 2014
Skills
Sales, Small Business, Account Management, Vendor Management, Underwriting, Recruiting, Marketing, Sales Management, Financial Services, Public Speaking
Education
The American College 2014 — 2015
Master's degree, Management and Leadership
University of Phoenix 2006 — 2009
BS/BM, Business Management
Richard Ahrens, CFP's New York Life Insurance Company Experience January 2015 - April 2015
Job Wealth Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners May 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Hickory Asset Management March 2014 - October 2014
Wealth Strategy Advisors, LLC May 2013 - March 2014
KeyBank April 2007 - December 2012
Sagemark Consulting June 2005 - April 2007
Sagemark Consulting March 2003 - June 2005
KeyBank November 2002 - March 2003
Wachovia Securities, LLC October 2000 - September 2002
Wachovia Securities, LLC August 1999 - September 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Portfolio..., Financial Advice, Client Interfacing, Investments, Portfolio Management, Estate Planning, Financial Planning, Retirement Income..., Executive Compensation..., Retirement, Asset Management, Investment Strategies, Asset Allocation, Technical Writing, Microsoft Office, Word, Excel, Equities, Insurance, Mutual Funds, Licensed Life Insurance..., Irrevocable Life..., Microsoft Excel, Financial Advisory, Series 7, Finance, High Net Worth..., IRAs, Wealth Management..., Investment Advisory, 401k, Small Business, Wealth, Fixed Annuities, Financial Analysis, Financial Services, Securities
Education
The American College 2004 — 2006
Certificate, CFP Curriculum
The University of Akron 1988 — 1993
BSBA, Finance
Ravenna High School 1984 — 1988
High School Diploma, College Preparatory
Strategic Wealth Partners May 2015 - Present
New York Life Insurance Company January 2015 - April 2015
Hickory Asset Management March 2014 - October 2014
Wealth Strategy Advisors, LLC May 2013 - March 2014
KeyBank April 2007 - December 2012
Sagemark Consulting June 2005 - April 2007
Sagemark Consulting March 2003 - June 2005
KeyBank November 2002 - March 2003
Wachovia Securities, LLC October 2000 - September 2002
Wachovia Securities, LLC August 1999 - September 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Portfolio..., Financial Advice, Client Interfacing, Investments, Portfolio Management, Estate Planning, Financial Planning, Retirement Income..., Executive Compensation..., Retirement, Asset Management, Investment Strategies, Asset Allocation, Technical Writing, Microsoft Office, Word, Excel, Equities, Insurance, Mutual Funds, Licensed Life Insurance..., Irrevocable Life..., Microsoft Excel, Financial Advisory, Series 7, Finance, High Net Worth..., IRAs, Wealth Management..., Investment Advisory, 401k, Small Business, Wealth, Fixed Annuities, Financial Analysis, Financial Services, Securities
Education
The American College 2004 — 2006
Certificate, CFP Curriculum
The University of Akron 1988 — 1993
BSBA, Finance
Ravenna High School 1984 — 1988
High School Diploma, College Preparatory
Trisha Mohammed's New York Life Insurance Company Experience January 2014 - June 2014
Job Consultant at New York Life Insurance Company
Industry Banking
Experience
Florida Department of Children and Families August 2015 - Present
New York Life Insurance Company January 2014 - June 2014
Xylem Inc. October 2013 - January 2014
BNY Mellon January 2013 - October 2013
MAXIMUS/NYC Dept of Education June 2009 - January 2013
Citigroup August 2008 - May 2009
Morgan Stanley / Times August 2007 - August 2008
Standard and Poor’s/McGraw Hill September 2006 - June 2007
S.E. Cline Construction, Inc January 2003 - January 2006
Skills
Outlook, Travel Arrangements, Spreadsheets, Lotus Notes, Microsoft Excel, Office Management, Microsoft Office, File Management, Database Administration, Workshop Facilitation, Customer Service, Process Scheduler, SharePoint, Microsoft Office..., Facebook, Twitter, Travel, Concur, Project Management, Time Management, Software Documentation, Management, Invoicing, Administration, Telephone Skills, Analysis
Education
College of New Rochelle 2013 — 2016
Bachelor of Arts (B.A.), Public Administration, 4.0
Florida Department of Children and Families August 2015 - Present
New York Life Insurance Company January 2014 - June 2014
Xylem Inc. October 2013 - January 2014
BNY Mellon January 2013 - October 2013
MAXIMUS/NYC Dept of Education June 2009 - January 2013
Citigroup August 2008 - May 2009
Morgan Stanley / Times August 2007 - August 2008
Standard and Poor’s/McGraw Hill September 2006 - June 2007
S.E. Cline Construction, Inc January 2003 - January 2006
Skills
Outlook, Travel Arrangements, Spreadsheets, Lotus Notes, Microsoft Excel, Office Management, Microsoft Office, File Management, Database Administration, Workshop Facilitation, Customer Service, Process Scheduler, SharePoint, Microsoft Office..., Facebook, Twitter, Travel, Concur, Project Management, Time Management, Software Documentation, Management, Invoicing, Administration, Telephone Skills, Analysis
Education
College of New Rochelle 2013 — 2016
Bachelor of Arts (B.A.), Public Administration, 4.0
James Nye,CLU®'s New York Life Insurance Company Experience January 2002 - January 2003
Job Senior Sales Manager at Crump Insurance
Industry Insurance
Experience
Crump Insurance February 2004 - Present
Crump Group, Inc 2004 - Present
Crump Life Insurance Services 2004 - Present
CRUMP 2004 - Present
New York Life Insurance Company January 2002 - January 2003
Skills
New Business Development, Sales Management, Insurance, Fixed Annuities, Brokers, Sales, Life Insurance, Disability Insurance, Term Life Insurance, Recruiting, Account Management
Education
Stevens State School of Technology 1981 — 1983
Associate, Electronics
The American College
CLU, Insurance
Crump Insurance February 2004 - Present
Crump Group, Inc 2004 - Present
Crump Life Insurance Services 2004 - Present
CRUMP 2004 - Present
New York Life Insurance Company January 2002 - January 2003
Skills
New Business Development, Sales Management, Insurance, Fixed Annuities, Brokers, Sales, Life Insurance, Disability Insurance, Term Life Insurance, Recruiting, Account Management
Education
Stevens State School of Technology 1981 — 1983
Associate, Electronics
The American College
CLU, Insurance
Robert Newkirk's New York Life Insurance Company Experience April 2014 - Present
Job Business & Systems Analyst, Software Engineer & Developer, Accounting Manager
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
New York Life Insurance Company April 2014 - Present
MetLife March 2010 - April 2014
ALICO March 2010 - November 2010
State Street June 2005 - April 2009
State Street February 1999 - June 2005
Merrill Lynch August 1996 - February 1999
Merrill Lynch Investment Managers 1996 - 1999
Penndel Mental Health Center May 1995 - August 1996
Skills
Business Analysis, Process Improvement, Access, Accounting, SDLC, Insurance, Investments, Visual Basic, Requirements Analysis, Financial Analysis, PAM for Securities, Fund Accounting, Business Process, Financial Reporting, Financial Services, Account Reconciliation, Data Warehousing, Data Extraction, Automation, .NET, Microsoft Excel, Bloomberg, Mutual Funds, Software Project..., Impromptu, Project Management, Visio, Data Transformation, Systems Analysis, Report Development, VBA, Software, Microsoft Project, PAM for Investments, C#, CAMRA, Investran, Debt & Derivatives, Team Foundation Server, Finance, Leadership, SQL, Fixed Income, Analysis, Risk Management, Management
Education
The College of New Jersey 1991 — 1995
Bachelor's, Accounting
Neshaminy High School 1988 — 1991
John Purdum CLU, ChFC's New York Life Insurance Company Experience 1981 - 2002
Job Consulting Associate at Mark Weiss and Associates
Industry Insurance
Experience
Mark Weiss and Associates September 2011 - Present
Max New York Life Insurance Co. Ltd 2010 - 2011
AIA American International Group 2008 - 2009
Allstate Financial 2007 - 2008
Bankers Life and Casualty 2004 - 2006
New York Life Insurance Company 1981 - 2002
Skills
General Insurance, Bancassurance, Underwriting, Health Insurance, Claim, Team Management, MIS, Term Life Insurance, Employee Engagement, Business Development, Key Account Management, Business Process, Management, CRM, Talent Acquisition, Recruiting, Leadership
Education
The American College
Mark Weiss and Associates September 2011 - Present
Max New York Life Insurance Co. Ltd 2010 - 2011
AIA American International Group 2008 - 2009
Allstate Financial 2007 - 2008
Bankers Life and Casualty 2004 - 2006
New York Life Insurance Company 1981 - 2002
Skills
General Insurance, Bancassurance, Underwriting, Health Insurance, Claim, Team Management, MIS, Term Life Insurance, Employee Engagement, Business Development, Key Account Management, Business Process, Management, CRM, Talent Acquisition, Recruiting, Leadership
Education
The American College
Mangala Pai, CLU's New York Life Insurance Company Experience May 1993 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 1993 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Mutual Funds, Life Insurance, 401k, Disability Insurance, Insurance, Long-term Care, Wealth
Education
The American College 2004 — 2007
CLU, Insurance and Finance
University of Minnesota and Metropolitan State University
BA, Accounting
New York Life Insurance Company May 1993 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Mutual Funds, Life Insurance, 401k, Disability Insurance, Insurance, Long-term Care, Wealth
Education
The American College 2004 — 2007
CLU, Insurance and Finance
University of Minnesota and Metropolitan State University
BA, Accounting
Ric Collins's New York Life Insurance Company Experience December 1997 - 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 December 1997 - Present
Skills
Agent Coaching, Agent Development, Executive Coaching, Mentoring
Education
The American College
ChFC, Chartered Financial Consultant
New York Life Insurance Company December 1997 - Present
Skills
Agent Coaching, Agent Development, Executive Coaching, Mentoring
Education
The American College
ChFC, Chartered Financial Consultant
Stephen Cilento, CLU, LUTCF's New York Life Insurance Company Experience November 2014 - Present
Job Giving Opportunities to Those Who Want to Build a Financial Services Business, Backed by a Fortune 100 Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company April 2008 - October 2014
New York Life Insurance Company March 2006 - April 2008
Skills
Retirement Planning, Business Planning, Leadership, Long Term Care Insurance, Small Business, Fixed Annuities, Insurance, Finance, Life Insurance, Analysis, Financial Services, Financial Analysis, Risk Management, Securities, Training, Budgets, Retirement, 401k Rollovers, Strategic Financial..., Strategic Planning, Estate Planning, Mutual Funds, Variable Annuities, Disability Insurance, Investments, Employee Benefits, IRAs, Banking, Sales, Asset Management, Business Development, Educational Leadership, Recruiting, Team Leadership, Financial Planning
Education
The American College
CLU, LUTCF
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company April 2008 - October 2014
New York Life Insurance Company March 2006 - April 2008
Skills
Retirement Planning, Business Planning, Leadership, Long Term Care Insurance, Small Business, Fixed Annuities, Insurance, Finance, Life Insurance, Analysis, Financial Services, Financial Analysis, Risk Management, Securities, Training, Budgets, Retirement, 401k Rollovers, Strategic Financial..., Strategic Planning, Estate Planning, Mutual Funds, Variable Annuities, Disability Insurance, Investments, Employee Benefits, IRAs, Banking, Sales, Asset Management, Business Development, Educational Leadership, Recruiting, Team Leadership, Financial Planning
Education
The American College
CLU, LUTCF
M Paul DeFelice MSFS, CLU, ChFC's New York Life Insurance Company Experience October 2007 - Present
Job Senior Director of Development
Industry Financial Services
Experience
New York Life Insurance Company October 2007 - Present
Skills
Training, Leadership, Leadership Development, Insurance, Public Speaking, Management, Sales, Multi-Tasking Skills, Time Management, Communication
Education
The American College 1997 — 2000
Master of Science in Financial Services, Financial Planning and Services
Alfred State College - SUNY College of Technology
AAS, Architectural Specialization
New York Life Insurance Company October 2007 - Present
Skills
Training, Leadership, Leadership Development, Insurance, Public Speaking, Management, Sales, Multi-Tasking Skills, Time Management, Communication
Education
The American College 1997 — 2000
Master of Science in Financial Services, Financial Planning and Services
Alfred State College - SUNY College of Technology
AAS, Architectural Specialization
Dalila Salcido's New York Life Insurance Company Experience January 2003 - January 2004
Job Owner/ Manager of Operations at Enter In Inspection Services
Industry Real Estate
Experience
Enter In Inspection Services June 2015 - Present
MG Properties Group June 2014 - June 2015
US Army December 1997 - May 2008
New York Life Insurance Company January 2003 - January 2004
MAXIMUS, Inc January 2001 - January 2003
Skills
SketchUp, Photoshop, Microsoft Office, AutoCAD, PowerPoint, Microsoft Word, Adobe Acrobat, Windows 8, Organizational..., Team Management, Residential Design
Education
The Art Institute of Pittsburgh-Online Division 2010 — 2014
Diploma, Residential Planning- Interior Design
A.D. Banker
CA Life and Health License
Victor Valley Community College 1999 — 2000
Business Administration
Construction Equipment Repairer School
Certificate of Completion, Vehicle Maintenance and Repair Technologies
Enter In Inspection Services June 2015 - Present
MG Properties Group June 2014 - June 2015
US Army December 1997 - May 2008
New York Life Insurance Company January 2003 - January 2004
MAXIMUS, Inc January 2001 - January 2003
Skills
SketchUp, Photoshop, Microsoft Office, AutoCAD, PowerPoint, Microsoft Word, Adobe Acrobat, Windows 8, Organizational..., Team Management, Residential Design
Education
The Art Institute of Pittsburgh-Online Division 2010 — 2014
Diploma, Residential Planning- Interior Design
A.D. Banker
CA Life and Health License
Victor Valley Community College 1999 — 2000
Business Administration
Construction Equipment Repairer School
Certificate of Completion, Vehicle Maintenance and Repair Technologies
Wes Teterud, CLU, ChFC, CASL, LUTCF's New York Life Insurance Company Experience February 1994 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 1994 - Present
New York Life Insurance Company CA Ins. Lic. # OC69928 February 1994 - Present
Skills
Retirement, Fixed Annuities, Estate Planning, Long Term Care Insurance, Life Insurance, Financial Advisory, Pensions, Securities, Variable Annuities, Insurance, Retirement Planning, IRAs, Long-term Care, Disability Insurance, Term Life Insurance
Education
The American College
CLU, ChFC, CASL, LUTCF, Insurance & Financial
The American College
CLU, ChFC, CASL, LUTCF, Insurance/Investments
The American College
The American College
New York Life Insurance Company February 1994 - Present
New York Life Insurance Company CA Ins. Lic. # OC69928 February 1994 - Present
Skills
Retirement, Fixed Annuities, Estate Planning, Long Term Care Insurance, Life Insurance, Financial Advisory, Pensions, Securities, Variable Annuities, Insurance, Retirement Planning, IRAs, Long-term Care, Disability Insurance, Term Life Insurance
Education
The American College
CLU, ChFC, CASL, LUTCF, Insurance & Financial
The American College
CLU, ChFC, CASL, LUTCF, Insurance/Investments
The American College
The American College
Mitchell Morer's New York Life Insurance Company Experience July 1986 - Present
Job Financial Services at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 1986 - Present
Skills
Service oriented, People Skills, Honest, Insurance, Service Orientation, IRAs, Financial Services, Finance, Fixed Annuities, Estate Planning, Long-term Care, Retirement, Life Insurance, Term Life Insurance, Retirement Planning, Disability Insurance, Wealth Management
Education
The American College 1996 — 2000
Clu ChFc
New York Life Insurance Company July 1986 - Present
Skills
Service oriented, People Skills, Honest, Insurance, Service Orientation, IRAs, Financial Services, Finance, Fixed Annuities, Estate Planning, Long-term Care, Retirement, Life Insurance, Term Life Insurance, Retirement Planning, Disability Insurance, Wealth Management
Education
The American College 1996 — 2000
Clu ChFc
Juan Casas, B.A's New York Life Insurance Company Experience April 2012 - May 2012
Job Spanish/English/ Portuguese Human Resources and Diversity Specialist
Industry Human Resources
Experience
Target August 2012 - November 2012
New York Life Insurance Company April 2012 - May 2012
Best Buy September 2011 - April 2012
The College of St. Scholastica September 2010 - May 2011
Essentia Health June 2010 - September 2010
The College of St. Scholastica August 2009 - June 2010
Rotary International January 2008 - May 2010
Skills
Organizational..., Customer Relations, Labor Relations, Research, Crisis Management, Mentoring, Tutoring, Customer Service, Training, Leadership Development, Leadership
Education
The College of St. Scholastica 2011 — 2013
MAM, Master of Arts in Management, 3.5 on a 4.0 scale
The College of St. Scholastica 2007 — 2011
B.A, Organizational Behavior, 3.69 on a 4.0 scale. Graduated Cum Laude
Target August 2012 - November 2012
New York Life Insurance Company April 2012 - May 2012
Best Buy September 2011 - April 2012
The College of St. Scholastica September 2010 - May 2011
Essentia Health June 2010 - September 2010
The College of St. Scholastica August 2009 - June 2010
Rotary International January 2008 - May 2010
Skills
Organizational..., Customer Relations, Labor Relations, Research, Crisis Management, Mentoring, Tutoring, Customer Service, Training, Leadership Development, Leadership
Education
The College of St. Scholastica 2011 — 2013
MAM, Master of Arts in Management, 3.5 on a 4.0 scale
The College of St. Scholastica 2007 — 2011
B.A, Organizational Behavior, 3.69 on a 4.0 scale. Graduated Cum Laude
Terrell Dallas's New York Life Insurance Company Experience August 2010 - May 2012
Job Management Assistant at Enterprise RentACar
Industry Financial Services
Experience
Enterprise Rent-A-Car July 2013 - Present
The Citadel June 2008 - December 2012
New York Life Insurance Company August 2010 - May 2012
Skills
Account Management, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Networking, Time Management, Team Leadership, Teamwork
Education
The Citadel 2008 — 2012
Bachelor's Degree, Small Business Administration/Management, 3.2
Enterprise Rent-A-Car July 2013 - Present
The Citadel June 2008 - December 2012
New York Life Insurance Company August 2010 - May 2012
Skills
Account Management, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Networking, Time Management, Team Leadership, Teamwork
Education
The Citadel 2008 — 2012
Bachelor's Degree, Small Business Administration/Management, 3.2
Peter Scheid,'s New York Life Insurance Company Experience March 1974 - Present
Job FIELD UNDERWRITER at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 1974 - Present
Skills
Long-term Care, Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Whole Life, Retirement, Term Life Insurance, Disability Insurance, Mortgage Marketing, Universal Life, Underwriting
Education
The American College 1982 — 2008
CLU, CASL,CLTC,LTCP, Insurance
New York Life Insurance Company March 1974 - Present
Skills
Long-term Care, Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Whole Life, Retirement, Term Life Insurance, Disability Insurance, Mortgage Marketing, Universal Life, Underwriting
Education
The American College 1982 — 2008
CLU, CASL,CLTC,LTCP, Insurance
Goldie Huskey's New York Life Insurance Company Experience October 1996 - Present
Job Chartered Financial Consultant, (ChFC), AEP at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1996 - Present
Broker March 1983 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Financial Planning
Education
Cocoa High School, Cocoa, Florida & American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
New York Life Insurance Company October 1996 - Present
Broker March 1983 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Financial Planning
Education
Cocoa High School, Cocoa, Florida & American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Gidvani Kishore's New York Life Insurance Company Experience January 1981 - May 1990
Job owner at Gidvani & Ass0ciates
Industry Financial Services
Experience
Gidvani & Ass0ciates January 1981 - Present
Gidvani & Associate January 1990 - April 2013
New York Life Insurance Company January 1981 - May 1990
Skills
Planning for Financial...
Education
The American College 1981 — 1984
ChFC and CLU, Finance and Financial Management Services
Cotton College,India 1957 — 1961
Bachelor of Science (BSc), Mathematics, Chemistry, Physics & Biology
Gidvani & Ass0ciates January 1981 - Present
Gidvani & Associate January 1990 - April 2013
New York Life Insurance Company January 1981 - May 1990
Skills
Planning for Financial...
Education
The American College 1981 — 1984
ChFC and CLU, Finance and Financial Management Services
Cotton College,India 1957 — 1961
Bachelor of Science (BSc), Mathematics, Chemistry, Physics & Biology
Anthony Curley's New York Life Insurance Company Experience June 2008 - February 2014
Job Senior Professional: Programmer at Computer Science C
Industry Financial Services
Experience
Computer Science C March 2014 - Present
New York Life Insurance Company June 2008 - February 2014
Educational Testing Service (ETS) May 2005 - July 2007
Skills
Programming, TSO, Mainframe, Lotus Notes, BAL, JCL, BMC Remedy, COBOL, Microsoft Office, Leadership, Technical Leadership, Innovation, SQL, Unix, Java, Business Analysis, HTML
Education
The College of New Jersey 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Computer Science C March 2014 - Present
New York Life Insurance Company June 2008 - February 2014
Educational Testing Service (ETS) May 2005 - July 2007
Skills
Programming, TSO, Mainframe, Lotus Notes, BAL, JCL, BMC Remedy, COBOL, Microsoft Office, Leadership, Technical Leadership, Innovation, SQL, Unix, Java, Business Analysis, HTML
Education
The College of New Jersey 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Steve Strawbridge's New York Life Insurance Company Experience September 1991 - Present
Job Agent
Industry Insurance
Experience
New York Life Insurance Company September 1991 - Present
Education
The American College 2000 — 2004
CLU
Towson University 1973 — 1977
Bachelor of Science (BS), Finance, General and Economics
New York Life Insurance Company September 1991 - Present
Education
The American College 2000 — 2004
CLU
Towson University 1973 — 1977
Bachelor of Science (BS), Finance, General and Economics
Jerry Wind's New York Life Insurance Company Experience August 2007 - Present
Job President Southern Utah/Nevada Alumni Association at Weber State University
Industry Financial Services
Experience
Weber State University August 2014 - Present
New York Life Insurance Company August 2007 - Present
New York Life Insurance Company February 1970 - July 2005
Skills
Customer Service, Microsoft Office, Leadership, Public Speaking, Team Building, Sales, Project Management, Insurance, Risk Management, Investments
Education
The American College
Chartered Life Underwriter, Chartered Financial Consultant, Financial Services
Weber State University August 2014 - Present
New York Life Insurance Company August 2007 - Present
New York Life Insurance Company February 1970 - July 2005
Skills
Customer Service, Microsoft Office, Leadership, Public Speaking, Team Building, Sales, Project Management, Insurance, Risk Management, Investments
Education
The American College
Chartered Life Underwriter, Chartered Financial Consultant, Financial Services
Leah Fritz's New York Life Insurance Company Experience September 2008 - November 2014
Job CEO/Founder
Industry Financial Services
Experience
MassMutual Seattle November 2014 - Present
Results Networking January 2012 - Present
Transcend Financial Group September 2008 - Present
New York Life Insurance Company September 2008 - November 2014
Wells Fargo June 2006 - July 2008
BMC Group June 2003 - June 2006
Skills
Entrepreneurship, Financial Analysis, Leadership Development, Business Strategy, New Business Development, Budgets, Finance, Management, Social Networking, Networking, Strategic Planning, Tax Free Income, Financial Education, Business Analysis, B2B, Lead Generation, Organizational..., Recruiting, Risk Management, Sales, Marketing Strategy, Strategy, Cash Flow, Cash Flow Forecasting, Retirement Income..., Income Protection, Diversification, Funnel Optimization, Financial Coaching, Macroeconomics, Macro Analysis, Asset Protection, Wealth Accumulation, Wealth Preservation..., Wealth Transfer, Multi-generational..., Successful Business..., Small Business, diversified income..., business exit strategy, Executive Compensation..., Long-term Care, Disability Insurance, Life Insurance..., Retirement Planning, Retirement Solutions, Estate Planning, Charitable Giving, Charitable Gift Planning, Buy-sell Agreements
Education
The American College
Financial Planning and Services
The American College
Finance, Business
MassMutual Seattle November 2014 - Present
Results Networking January 2012 - Present
Transcend Financial Group September 2008 - Present
New York Life Insurance Company September 2008 - November 2014
Wells Fargo June 2006 - July 2008
BMC Group June 2003 - June 2006
Skills
Entrepreneurship, Financial Analysis, Leadership Development, Business Strategy, New Business Development, Budgets, Finance, Management, Social Networking, Networking, Strategic Planning, Tax Free Income, Financial Education, Business Analysis, B2B, Lead Generation, Organizational..., Recruiting, Risk Management, Sales, Marketing Strategy, Strategy, Cash Flow, Cash Flow Forecasting, Retirement Income..., Income Protection, Diversification, Funnel Optimization, Financial Coaching, Macroeconomics, Macro Analysis, Asset Protection, Wealth Accumulation, Wealth Preservation..., Wealth Transfer, Multi-generational..., Successful Business..., Small Business, diversified income..., business exit strategy, Executive Compensation..., Long-term Care, Disability Insurance, Life Insurance..., Retirement Planning, Retirement Solutions, Estate Planning, Charitable Giving, Charitable Gift Planning, Buy-sell Agreements
Education
The American College
Financial Planning and Services
The American College
Finance, Business