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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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Steven W. Barrett Steven W. Barrett's New York Life Insurance Company Experience March 2003 - January 2015
Job ...we truly are At Work for You.™
Industry Financial Services
Experience
Xceed Financial Credit Union February 2015 - Present
New York Life Insurance Company March 2003 - January 2015
Unisphere Networks February 2001 - October 2001
Ezenia December 1999 - February 2001
Avid Technology May 1997 - December 1999
Lotus Development Corporation May 1995 - May 1997
Digital Equipment Corporation 1983 - 1995
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Recruiting, Training, Leadership, Communication, Time Management, Thought Leadership, Multitasking Skills, Analysis, Asset Allocation, Asset Management, Business Planning, College Savings Plans, Employee Benefits, Entrepreneurship, Equities, Finance, Fixed Annuities, Insurance
Education
The College of Wooster 1977 — 1981
Chadwick School 1974 — 1977
High School, Computer Science
Xceed Financial Credit Union February 2015 - Present
New York Life Insurance Company March 2003 - January 2015
Unisphere Networks February 2001 - October 2001
Ezenia December 1999 - February 2001
Avid Technology May 1997 - December 1999
Lotus Development Corporation May 1995 - May 1997
Digital Equipment Corporation 1983 - 1995
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing, Recruiting, Training, Leadership, Communication, Time Management, Thought Leadership, Multitasking Skills, Analysis, Asset Allocation, Asset Management, Business Planning, College Savings Plans, Employee Benefits, Entrepreneurship, Equities, Finance, Fixed Annuities, Insurance
Education
The College of Wooster 1977 — 1981
Chadwick School 1974 — 1977
High School, Computer Science
Ryan Barr Ryan Barr's New York Life Insurance Company Experience April 2013 - August 2013
Job Operations Support at Blue Line Logistics / Scout for Moose Jaw Warriors Hockey Club
Industry Sports
Experience
Blue Line Logistics October 2014 - Present
Moose Jaw Warriors August 2014 - Present
University of Minnesota Department of Recreational Sports September 2013 - May 2014
New York Life Insurance Company April 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork, Public Speaking, English, Editing, Leadership, Facebook, Analysis, Outlook, Sales, Time Management, Access, Social Media Marketing, Financial Analysis, Data Analysis, Insurance, Risk Management, Social Media, Data Entry, Marketing, Spanish
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor's Degree, Finance & Sport Management
London School of Economics and Political Science 2012 — 2012
Study Abroad during the 2012 Olympics in London, Studied: Fixed Income, Debt Markets & the Macro-Economy
Bishop Macdonell
Cretin-Derham Hall
High School Diploma
Blue Line Logistics October 2014 - Present
Moose Jaw Warriors August 2014 - Present
University of Minnesota Department of Recreational Sports September 2013 - May 2014
New York Life Insurance Company April 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork, Public Speaking, English, Editing, Leadership, Facebook, Analysis, Outlook, Sales, Time Management, Access, Social Media Marketing, Financial Analysis, Data Analysis, Insurance, Risk Management, Social Media, Data Entry, Marketing, Spanish
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor's Degree, Finance & Sport Management
London School of Economics and Political Science 2012 — 2012
Study Abroad during the 2012 Olympics in London, Studied: Fixed Income, Debt Markets & the Macro-Economy
Bishop Macdonell
Cretin-Derham Hall
High School Diploma
William R. Proctor William R. Proctor's New York Life Insurance Company Experience January 2014 - Present
Job Dedicated New York Life Agent Helping Families in the greater Myrtle Beach and Wilmington areas
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
R. J. Reynolds Tobacco August 1986 - September 2008
Marathon Oil Corporation June 1976 - August 1986
Skills
Annuity Sales, Buy-sell Agreements, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Life Insurance, Permanent Life Insurance, Problem Solving, Retirement Planning, Term Life Insurance
Education
The Ohio State University 1971 — 1976
Bachelor's Degree, Accounting/Computer Science
New York Life Insurance Company January 2014 - Present
R. J. Reynolds Tobacco August 1986 - September 2008
Marathon Oil Corporation June 1976 - August 1986
Skills
Annuity Sales, Buy-sell Agreements, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Life Insurance, Permanent Life Insurance, Problem Solving, Retirement Planning, Term Life Insurance
Education
The Ohio State University 1971 — 1976
Bachelor's Degree, Accounting/Computer Science
Brian Burger Brian Burger's New York Life Insurance Company Experience July 2002 - Present
Job Director of Development, New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2002 - Present
NYLIFE Securities LLC July 1999 - July 2002
New York Life Insurance Company July 1999 - July 2002
Skills
Sales Management, Agent Coaching, Agent Development, Training Facilitation, Life Insurance, Coaching
Education
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Fairfield High School 1989 — 1993
New York Life Insurance Company July 2002 - Present
NYLIFE Securities LLC July 1999 - July 2002
New York Life Insurance Company July 1999 - July 2002
Skills
Sales Management, Agent Coaching, Agent Development, Training Facilitation, Life Insurance, Coaching
Education
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Fairfield High School 1989 — 1993
Roger Chamlin Roger Chamlin's New York Life Insurance Company Experience November 2013 - February 2014
Job Senior Account Executive at ONEcount by GCN Media
Industry Marketing and Advertising
Experience
ONEcount by GCN Media April 2015 - Present
Madison Logic February 2014 - July 2014
New York Life Insurance Company November 2013 - February 2014
Oracle June 2010 - August 2012
Oracle July 2007 - May 2010
Oracle May 2006 - June 2007
Oracle November 2001 - April 2006
MediaBrains Inc. April 2000 - October 2001
Ziff Davis, Inc. September 1996 - April 2000
Skills
Product Management, CRM, Business Development, Sales, Sales Management, Project Management, Account Management, Strategic Partnerships, Product Marketing, Management, Leadership, Selling, Sales Operations, Integration, Forecasting, Marketing, Advertising, Customer Service, Strategy, Sales Process, Cloud Computing, Team Leadership, Cross-functional Team..., Business Intelligence, Salesforce.com, Social Media
Education
The Evergreen State College 1988 — 1992
BA, Musicology and Ethnomusicology
ONEcount by GCN Media April 2015 - Present
Madison Logic February 2014 - July 2014
New York Life Insurance Company November 2013 - February 2014
Oracle June 2010 - August 2012
Oracle July 2007 - May 2010
Oracle May 2006 - June 2007
Oracle November 2001 - April 2006
MediaBrains Inc. April 2000 - October 2001
Ziff Davis, Inc. September 1996 - April 2000
Skills
Product Management, CRM, Business Development, Sales, Sales Management, Project Management, Account Management, Strategic Partnerships, Product Marketing, Management, Leadership, Selling, Sales Operations, Integration, Forecasting, Marketing, Advertising, Customer Service, Strategy, Sales Process, Cloud Computing, Team Leadership, Cross-functional Team..., Business Intelligence, Salesforce.com, Social Media
Education
The Evergreen State College 1988 — 1992
BA, Musicology and Ethnomusicology
David S. Better David S. Better's New York Life Insurance Company Experience June 2006 - May 2009
Job Partner at The New York Life Insurance Company
Industry Financial Services
Experience
The New York Life Insurance Company May 2009 - February 2013
New York Life Insurance Company June 2006 - May 2009
Philadelphia Stock Exchange January 1996 - January 2006
Skills
Leadership, Training, Insurance, Analysis, Recruiting, Business Planning, Sales, Sales Management, Development, Finance, Financial Services, Securities, Retirement Planning, Strategic Financial..., Fixed Annuities
Education
London School of Economics and Political Science 1982 — 1985
Bachelor's degree, Economics
SUNY Albany 1981 — 1982
The New York Life Insurance Company May 2009 - February 2013
New York Life Insurance Company June 2006 - May 2009
Philadelphia Stock Exchange January 1996 - January 2006
Skills
Leadership, Training, Insurance, Analysis, Recruiting, Business Planning, Sales, Sales Management, Development, Finance, Financial Services, Securities, Retirement Planning, Strategic Financial..., Fixed Annuities
Education
London School of Economics and Political Science 1982 — 1985
Bachelor's degree, Economics
SUNY Albany 1981 — 1982
Geoffrey Huse Geoffrey Huse's New York Life Insurance Company Experience June 2012 - Present
Job Dedicated Financial Services Professional helping businessowners and families develop a sound financial strategy.
Industry Financial Services
Experience
NYLIFE Securities LLC November 2012 - Present
New York Life Insurance Company June 2012 - Present
Pfizer 2008 - 2010
Pfizer 2003 - 2008
Pfizer 2001 - 2003
GlaxoSmithKline 1998 - 2001
Energetics 1993 - 1995
Versar 1988 - 1993
Skills
Change Control, Insurance, Key Person Protection, Protection..., Analysis, Finance, 401k Rollovers, Annuity Sales, Gifting Strategies, Licensed Life Insurance..., Wealth Preservation..., Legacies, Multi-generational..., Multi-generational..., Project Management
Education
The George Washington University 1981 — 1985
M.F.S., Forensic Toxicology
The George Washington University 1976 — 1981
B.S., Chemistry
Pittsford Sutherland HS 1973 — 1976
NYLIFE Securities LLC November 2012 - Present
New York Life Insurance Company June 2012 - Present
Pfizer 2008 - 2010
Pfizer 2003 - 2008
Pfizer 2001 - 2003
GlaxoSmithKline 1998 - 2001
Energetics 1993 - 1995
Versar 1988 - 1993
Skills
Change Control, Insurance, Key Person Protection, Protection..., Analysis, Finance, 401k Rollovers, Annuity Sales, Gifting Strategies, Licensed Life Insurance..., Wealth Preservation..., Legacies, Multi-generational..., Multi-generational..., Project Management
Education
The George Washington University 1981 — 1985
M.F.S., Forensic Toxicology
The George Washington University 1976 — 1981
B.S., Chemistry
Pittsford Sutherland HS 1973 — 1976
Vince Westerman Vince Westerman's New York Life Insurance Company Experience January 1986 - January 1988
Job President/CEO The Westerman Group LLC specializing in Investment and Wealth Management Srategies
Industry Investment Management
Experience
The Westerman Group LLC January 1989 - Present
Lincoln Financial Advisors April 2002 - April 2005
New York Life Insurance Company January 1986 - January 1988
Summa Health System - Akron City Hospital May 1985 - August 1985
Skills
Retirement, Life Insurance, Wealth Management..., Project Planning, Investments, Financial Services, Business, Portfolio Management, Small Business, Wealth Management, Financial Advisory, Insurance, Securities, Asset Allocation, Retirement Planning, Estate Planning, Due Diligence, Fixed Annuities, Strategic Financial...
Education
The University of Akron 1982 — 1986
Marketing and Organizational Communications
The Westerman Group LLC January 1989 - Present
Lincoln Financial Advisors April 2002 - April 2005
New York Life Insurance Company January 1986 - January 1988
Summa Health System - Akron City Hospital May 1985 - August 1985
Skills
Retirement, Life Insurance, Wealth Management..., Project Planning, Investments, Financial Services, Business, Portfolio Management, Small Business, Wealth Management, Financial Advisory, Insurance, Securities, Asset Allocation, Retirement Planning, Estate Planning, Due Diligence, Fixed Annuities, Strategic Financial...
Education
The University of Akron 1982 — 1986
Marketing and Organizational Communications
Eric Kim, CFP®'s New York Life Insurance Company Experience 2007 - 2012
Job Investment Advisor Representative at Asset Management Group, Inc.
Industry Financial Services
Experience
Asset Management Group, Inc. 2012 - Present
New York Life Insurance Company 2007 - 2012
Skills
Budgets, Estate Planning, Insurance, Investments, Retirement Planning, Social Security, Taxes
Education
University of Baltimore School of Law 2012 — 2016
Doctor of Law (J.D.)
The George Washington University
Bachelor of Arts (B.A.)
Asset Management Group, Inc. 2012 - Present
New York Life Insurance Company 2007 - 2012
Skills
Budgets, Estate Planning, Insurance, Investments, Retirement Planning, Social Security, Taxes
Education
University of Baltimore School of Law 2012 — 2016
Doctor of Law (J.D.)
The George Washington University
Bachelor of Arts (B.A.)
Matt DelVecchio's New York Life Insurance Company Experience May 2008 - April 2009
Job President, DelVecchio Financial Services. Specializing in Corporate Benefits. Offices in San Diego and New York.
Industry Financial Services
Experience
DelVecchio Financial Services September 2009 - Present
New York Life Insurance Company May 2008 - April 2009
New York Life Insurance Company July 2004 - May 2008
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Financial Advisory, Investment Strategies, Insurance, College Savings Plans, 401k Rollovers, Alternative Investments, 529 Plans, SEP IRA, Portfolio Management, Guaranteed Lifetime..., Key Person Protection, Wealth Accumulation, Roth IRA, IRAs, Education Funding, Student Financial Aid, Long-term Care, 401k, Employee Benefits, Health Insurance
Education
The Maryland Institute College of Art 1996 — 2000
Bachelor of Fine Arts (BFA), Sculpture
University of Denver 1996 — 1997
Byram Hills
DelVecchio Financial Services September 2009 - Present
New York Life Insurance Company May 2008 - April 2009
New York Life Insurance Company July 2004 - May 2008
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Financial Advisory, Investment Strategies, Insurance, College Savings Plans, 401k Rollovers, Alternative Investments, 529 Plans, SEP IRA, Portfolio Management, Guaranteed Lifetime..., Key Person Protection, Wealth Accumulation, Roth IRA, IRAs, Education Funding, Student Financial Aid, Long-term Care, 401k, Employee Benefits, Health Insurance
Education
The Maryland Institute College of Art 1996 — 2000
Bachelor of Fine Arts (BFA), Sculpture
University of Denver 1996 — 1997
Byram Hills
John (Dave) Embaugh John (Dave) Embaugh's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Aetna July 2007 - March 2013
Skills
Insurance, Long-term Care, Disability Insurance, Medicare, Health Insurance, Brokers, Direct Sales, Managed Care, Life Insurance, Sales Management, 401k, Mutual Funds, Fixed Annuities, Term Life Insurance, Commercial Insurance, Variable Products, Whole Life, Risk Management, Retirement Planning, Critical Illness, Employee Benefits, Provider Education, Sales, Health Savings Accounts, Operations Management, Management, Underwriting, HMO, Benefits Administration, Medicare Part D, Marketing, Retirement, Leadership, HIPAA, Health Care Reform, Team Building, Dentistry, Workers Compensation, Provider Relations, Strategic Planning, Customer Service, Analysis
Education
The Ohio State University 1981 — 1986
Bachelor of Science (B.S.), Business Administration, Marketing
University of London 1983 — 1983
Fellowship, Multinational Business Organizations/International Marketing
Worthington Christian High School
Worthington Christian High School
Worthington Christian High School
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Aetna July 2007 - March 2013
Skills
Insurance, Long-term Care, Disability Insurance, Medicare, Health Insurance, Brokers, Direct Sales, Managed Care, Life Insurance, Sales Management, 401k, Mutual Funds, Fixed Annuities, Term Life Insurance, Commercial Insurance, Variable Products, Whole Life, Risk Management, Retirement Planning, Critical Illness, Employee Benefits, Provider Education, Sales, Health Savings Accounts, Operations Management, Management, Underwriting, HMO, Benefits Administration, Medicare Part D, Marketing, Retirement, Leadership, HIPAA, Health Care Reform, Team Building, Dentistry, Workers Compensation, Provider Relations, Strategic Planning, Customer Service, Analysis
Education
The Ohio State University 1981 — 1986
Bachelor of Science (B.S.), Business Administration, Marketing
University of London 1983 — 1983
Fellowship, Multinational Business Organizations/International Marketing
Worthington Christian High School
Worthington Christian High School
Worthington Christian High School
Dan Rush Dan Rush's New York Life Insurance Company Experience May 2012 - February 2014
Job Field Representative at Tradesmen International, Inc.
Industry Construction
Experience
FST Logistics August 2015 - Present
Tradesmen International, Inc. May 2014 - July 2015
New York Life Insurance Company May 2012 - February 2014
Self Employed March 2010 - May 2012
Skills
Disability Insurance, Customer Service, Strategic Planning, PowerPoint, Sales Management, New Business Development, Team Building, Mutual Funds, Estate Planning, Investments
Education
The Ohio State University 2005 — 2010
Bachelor of Science (BS), Family Resource Management Studies, General
Saint Ignatius High School 2001 — 2005
FST Logistics August 2015 - Present
Tradesmen International, Inc. May 2014 - July 2015
New York Life Insurance Company May 2012 - February 2014
Self Employed March 2010 - May 2012
Skills
Disability Insurance, Customer Service, Strategic Planning, PowerPoint, Sales Management, New Business Development, Team Building, Mutual Funds, Estate Planning, Investments
Education
The Ohio State University 2005 — 2010
Bachelor of Science (BS), Family Resource Management Studies, General
Saint Ignatius High School 2001 — 2005
Blake Randolph Blake Randolph's New York Life Insurance Company Experience November 2011 - August 2012
Job Real Estate Agent at Keller Williams American Premier Realty
Industry Marketing and Advertising
Experience
Keller Williams American Premier Realty April 2015 - Present
REMI Marketing, LLC April 2014 - Present
Ortho Maryland January 2014 - May 2014
Lexington National Insurance Company April 2012 - January 2014
New York Life Insurance Company November 2011 - August 2012
Skills
Business Networking, Customer Service, Problem Solving, Recruiting, Account Reconciliation, Time Management, Marketing Communications, Marketing, Social Promotion, Website Promotion, Promo Modeling, Sales, Social Networking, Social Media Marketing, Training, Leadership, Sellers, Investment Properties, Insurance
Education
The Community College of Baltimore County 2008 — 2014
Business Management and Marketing
North Harford High School 2004 — 2008
Diploma, Physical Sciences
Keller Williams American Premier Realty April 2015 - Present
REMI Marketing, LLC April 2014 - Present
Ortho Maryland January 2014 - May 2014
Lexington National Insurance Company April 2012 - January 2014
New York Life Insurance Company November 2011 - August 2012
Skills
Business Networking, Customer Service, Problem Solving, Recruiting, Account Reconciliation, Time Management, Marketing Communications, Marketing, Social Promotion, Website Promotion, Promo Modeling, Sales, Social Networking, Social Media Marketing, Training, Leadership, Sellers, Investment Properties, Insurance
Education
The Community College of Baltimore County 2008 — 2014
Business Management and Marketing
North Harford High School 2004 — 2008
Diploma, Physical Sciences
Max Adler's New York Life Insurance Company Experience May 2011 - August 2011
Job Life/Health Actuarial Analyst at State Farm
Industry Insurance
Experience
State Farm July 2013 - Present
Aon Hewitt June 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Office, SOA Testing, Visual Basic, SAS, COBOL, Java, Retirement Plan..., Eagle Scout, Economics, Computer Information..., Data Analysis, Leadership, Actuarial Science, Life Insurance, Microsoft Excel, TAS
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science and Economics
State Farm July 2013 - Present
Aon Hewitt June 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Office, SOA Testing, Visual Basic, SAS, COBOL, Java, Retirement Plan..., Eagle Scout, Economics, Computer Information..., Data Analysis, Leadership, Actuarial Science, Life Insurance, Microsoft Excel, TAS
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science and Economics
Misty Everard's New York Life Insurance Company Experience April 2009 - January 2012
Job Project Manager at Dimension Data
Industry Information Technology and Services
Experience
Dimension Data October 2011 - Present
New York Life Insurance Company April 2009 - January 2012
New York Life September 2008 - May 2009
Alexander Financial Consulting March 2008 - June 2008
My Service Depot 2004 - 2008
Skills
Project Management, Account Management, Project Coordination, International Project..., Job Scheduling, MS Project, Problem Analysis, Collaborative Problem..., Global Delivery, Budgets, International Logistics, Vendor Management, Training, Program Management, Business Analysis, PMO, Process Improvement, Microsoft Office, Human Resources, Customer Service, Team Building, Public Speaking, Microsoft Excel, Employee Benefits, Event Planning, People Development, Oracle Applications, Adobe, Visio, OneNote, Management, Sales, Insurance, MS Excel Pivot Tables, Troubleshooting, Access, Leadership, Visual Basic, Project Delivery, SharePoint, PMP, Telecommunications, Integration, Project Planning, SDLC, Analysis, Networking
Education
The Ohio State University 1998 — 2003
BA, Psychology
Dimension Data October 2011 - Present
New York Life Insurance Company April 2009 - January 2012
New York Life September 2008 - May 2009
Alexander Financial Consulting March 2008 - June 2008
My Service Depot 2004 - 2008
Skills
Project Management, Account Management, Project Coordination, International Project..., Job Scheduling, MS Project, Problem Analysis, Collaborative Problem..., Global Delivery, Budgets, International Logistics, Vendor Management, Training, Program Management, Business Analysis, PMO, Process Improvement, Microsoft Office, Human Resources, Customer Service, Team Building, Public Speaking, Microsoft Excel, Employee Benefits, Event Planning, People Development, Oracle Applications, Adobe, Visio, OneNote, Management, Sales, Insurance, MS Excel Pivot Tables, Troubleshooting, Access, Leadership, Visual Basic, Project Delivery, SharePoint, PMP, Telecommunications, Integration, Project Planning, SDLC, Analysis, Networking
Education
The Ohio State University 1998 — 2003
BA, Psychology
John Fonner John Fonner's New York Life Insurance Company Experience July 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2013 - Present
Ohio Department of Transportation July 2012 - January 2013
State of Ohio, Public Utilities Commission (PUCO) July 2009 - July 2012
BHDP Architecture November 2007 - September 2008
Butler County TID May 2004 - September 2007
Cincinnati USA Regional Chamber 2002 - 2004
Cincinnati USA Regional Chamber 1997 - 2002
Property Advisors January 1997 - December 1997
Duke Realty 1989 - 1997
Skills
Strategy, Business Development, Contract Negotiation, Strategic Planning, Leadership, Project Management, Start-ups, Entrepreneurship, Management, Marketing, Economic Development, Marketing Strategy, Business Strategy, Real Estate, Negotiation, Construction, Government, Training, New Business Development, Public Speaking, Public/private..., Budgets, Policy, Infrastructure, Local Government, Community Development, Social Media, Microsoft Office, Project Planning, Land Development, Urban Planning, Zoning, Land Use Planning, Public Relations, Sustainability, Location Intelligence, Proposal Writing, Real Estate Development, Social Media Marketing
Education
The Ohio State University 1976 — 1981
BS
New York Life Insurance Company July 2013 - Present
Ohio Department of Transportation July 2012 - January 2013
State of Ohio, Public Utilities Commission (PUCO) July 2009 - July 2012
BHDP Architecture November 2007 - September 2008
Butler County TID May 2004 - September 2007
Cincinnati USA Regional Chamber 2002 - 2004
Cincinnati USA Regional Chamber 1997 - 2002
Property Advisors January 1997 - December 1997
Duke Realty 1989 - 1997
Skills
Strategy, Business Development, Contract Negotiation, Strategic Planning, Leadership, Project Management, Start-ups, Entrepreneurship, Management, Marketing, Economic Development, Marketing Strategy, Business Strategy, Real Estate, Negotiation, Construction, Government, Training, New Business Development, Public Speaking, Public/private..., Budgets, Policy, Infrastructure, Local Government, Community Development, Social Media, Microsoft Office, Project Planning, Land Development, Urban Planning, Zoning, Land Use Planning, Public Relations, Sustainability, Location Intelligence, Proposal Writing, Real Estate Development, Social Media Marketing
Education
The Ohio State University 1976 — 1981
BS
KIMARA SIMON (GRAVES)'s New York Life Insurance Company Experience February 2012 - Present
Job Sr.Marketing Specialist for New York Life, Customer Marketing/CRM
Industry Marketing and Advertising
Experience
New York Life Insurance Company February 2012 - Present
HELICON FOUNDATION REPAIR October 2011 - January 2012
FIS December 2008 - October 2011
FIS 2001 - 2011
Fidelity National Information Services October 2007 - December 2008
Fidelity National Information Services June 2004 - October 2008
Certegy became FIS in 2006 July 2002 - February 2003
Certegy became FIS in 2006 August 2001 - July 2002
Extravaganza Productions 2000 - 2001
Skills
Public Relations, Project Planning, Marketing Strategy, Marketing Communications, Marketing, Lead Generation, Product Marketing, Account Management, E-commerce, Management, Market Research, Product Management, Project Management, Sales, Strategic Partnerships, Strategic Planning, Strategy
Education
University of South Florida 1996 — 1998
Bachelor, Sociology
The George Washington University 1994 — 1996
Sociology
New York Life Insurance Company February 2012 - Present
HELICON FOUNDATION REPAIR October 2011 - January 2012
FIS December 2008 - October 2011
FIS 2001 - 2011
Fidelity National Information Services October 2007 - December 2008
Fidelity National Information Services June 2004 - October 2008
Certegy became FIS in 2006 July 2002 - February 2003
Certegy became FIS in 2006 August 2001 - July 2002
Extravaganza Productions 2000 - 2001
Skills
Public Relations, Project Planning, Marketing Strategy, Marketing Communications, Marketing, Lead Generation, Product Marketing, Account Management, E-commerce, Management, Market Research, Product Management, Project Management, Sales, Strategic Partnerships, Strategic Planning, Strategy
Education
University of South Florida 1996 — 1998
Bachelor, Sociology
The George Washington University 1994 — 1996
Sociology
Dennis Mooney Dennis Mooney's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Electrical/Electronic Manufacturing
Experience
New York Life Insurance Company June 2014 - Present
Powercon Corporation July 2009 - June 2014
Skills
401k Rollovers, Life Insurance, Grandchild Gifting, Retirement Planning, Investments, Long Term Care Insurance, Variable Annuities, Small Business, Employee Benefits, Gifting Strategies, Lifetime Income..., Mutual Funds
Education
Towson University 2014 — 2016
Currently enrolled, American/U.S. Law/Legal Studies/Jurisprudence
University of Maryland College Park 2013 — 2013
American Government and Politics (United States)
The Community College of Baltimore County 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician
New York Life Insurance Company June 2014 - Present
Powercon Corporation July 2009 - June 2014
Skills
401k Rollovers, Life Insurance, Grandchild Gifting, Retirement Planning, Investments, Long Term Care Insurance, Variable Annuities, Small Business, Employee Benefits, Gifting Strategies, Lifetime Income..., Mutual Funds
Education
Towson University 2014 — 2016
Currently enrolled, American/U.S. Law/Legal Studies/Jurisprudence
University of Maryland College Park 2013 — 2013
American Government and Politics (United States)
The Community College of Baltimore County 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Heating, Ventilation, Air Conditioning and Refrigeration Engineering Technology/Technician
Abigail Delaney Abigail Delaney's New York Life Insurance Company Experience June 2012 - November 2014
Job Office Supervisor at ScripPro
Industry Insurance
Experience
Thumbprint Style 2004 - Present
Thumbprint Event Planning 2004 - Present
New York Life Insurance Company June 2012 - November 2014
ScripPro June 2013 - April 2014
Nursing Home July 2010 - June 2012
Summa Health System October 2008 - June 2011
FNWC October 2007 - March 2010
Attending Angels, LLC March 2008 - June 2008
Kapco January 2007 - October 2007
Archer Agency, Inc September 2006 - December 2006
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Public Relations, Event Management, File Management, Marketing, Management, Database Administration, Insurance, Policy Analysis, Switches, Public Speaking, Event Planning, Social Media, Non-profits, Data Entry, Social Networking, Fundraising, Facebook, Time Management, Hospitality
Education
The University of Akron 2004 — 2005
Business, Business administration, 3.2
Woodridge High School 2000 — 2004
Honors, Business; English, AP History
Thumbprint Style 2004 - Present
Thumbprint Event Planning 2004 - Present
New York Life Insurance Company June 2012 - November 2014
ScripPro June 2013 - April 2014
Nursing Home July 2010 - June 2012
Summa Health System October 2008 - June 2011
FNWC October 2007 - March 2010
Attending Angels, LLC March 2008 - June 2008
Kapco January 2007 - October 2007
Archer Agency, Inc September 2006 - December 2006
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Public Relations, Event Management, File Management, Marketing, Management, Database Administration, Insurance, Policy Analysis, Switches, Public Speaking, Event Planning, Social Media, Non-profits, Data Entry, Social Networking, Fundraising, Facebook, Time Management, Hospitality
Education
The University of Akron 2004 — 2005
Business, Business administration, 3.2
Woodridge High School 2000 — 2004
Honors, Business; English, AP History
Alicia B. Danzig Alicia B. Danzig's New York Life Insurance Company Experience May 2013 - August 2013
Job Assistant Inventory Planner at Macy's
Industry
Experience
Macy's March 2015 - Present
New York Life Insurance Company May 2013 - August 2013
Camp Magar May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Social Networking
Education
The George Washington University 2010 — 2014
Bachelor of Science (BS), Organizational Sciences
Lower Merion High School
Lower Merion High School
Macy's March 2015 - Present
New York Life Insurance Company May 2013 - August 2013
Camp Magar May 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Social Networking
Education
The George Washington University 2010 — 2014
Bachelor of Science (BS), Organizational Sciences
Lower Merion High School
Lower Merion High School
Turalloy Jackson Turalloy Jackson's New York Life Insurance Company Experience September 2012 - December 2012
Job Student at Johns Hopkins University
Industry Education Management
Experience
Baltimore City Public Schools August 2013 - Present
New York Life Insurance Company September 2012 - December 2012
Center for Multicultural Affairs, Vllanova University August 2010 - May 2012
mCapitol Management September 2011 - December 2011
Deloitte Services LP June 2011 - August 2011
A Better Chance June 2010 - August 2010
Skills
Public Speaking, Event Planning, Public Relations, Proposal Writing, Interviews, Facebook, Program Management, Editing, Community Outreach, Fundraising, Research
Education
The Johns Hopkins University 2013 — 2015
Master of Educational Studies (M.Ed.), Special Education and Teaching
Villanova University 2009 — 2013
Bachelor’s Degree, Political Science and Government
Baltimore City Public Schools August 2013 - Present
New York Life Insurance Company September 2012 - December 2012
Center for Multicultural Affairs, Vllanova University August 2010 - May 2012
mCapitol Management September 2011 - December 2011
Deloitte Services LP June 2011 - August 2011
A Better Chance June 2010 - August 2010
Skills
Public Speaking, Event Planning, Public Relations, Proposal Writing, Interviews, Facebook, Program Management, Editing, Community Outreach, Fundraising, Research
Education
The Johns Hopkins University 2013 — 2015
Master of Educational Studies (M.Ed.), Special Education and Teaching
Villanova University 2009 — 2013
Bachelor’s Degree, Political Science and Government
Charles N. Goings, CFP® Charles N. Goings, CFP®'s New York Life Insurance Company Experience April 2010 - June 2010
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
Peter Banks Peter Banks's New York Life Insurance Company Experience July 2012 - September 2012
Job Advertising Sales Consultant at Columbus Business First
Industry Marketing and Advertising
Experience
Columbus Business First October 2014 - Present
Expeditors October 2013 - August 2014
New York Life Insurance Company July 2012 - September 2012
Rose Bowl Operating Company 2012 - 2012
Service Corporation International June 2009 - September 2009
Skills
Strategic Financial..., Accounting, Retirement Planning, Marketing, Communication, Financial Analysis, Project Planning, Estate Planning, Tax Preparation, PowerPoint, Microsoft Excel, Group Dynamics, Sales, Consulting, Strategic Consulting, Advertising, New Business Development, Customer Service, Public Speaking
Education
The Ohio State University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
Columbus Business First October 2014 - Present
Expeditors October 2013 - August 2014
New York Life Insurance Company July 2012 - September 2012
Rose Bowl Operating Company 2012 - 2012
Service Corporation International June 2009 - September 2009
Skills
Strategic Financial..., Accounting, Retirement Planning, Marketing, Communication, Financial Analysis, Project Planning, Estate Planning, Tax Preparation, PowerPoint, Microsoft Excel, Group Dynamics, Sales, Consulting, Strategic Consulting, Advertising, New Business Development, Customer Service, Public Speaking
Education
The Ohio State University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
Gary Bullard Gary Bullard's New York Life Insurance Company Experience 1988 - 1991
Job Chef de Cuisine at Erickson Living
Industry Food & Beverages
Experience
Erickson Living April 2005 - Present
Stone House Bistro and Catering September 2002 - March 2005
Gate Gourmet International June 1996 - September 2002
Buck Hotel 1991 - 1996
New York Life Insurance Company 1988 - 1991
Prime Management Corporation 1985 - 1987
Sheraton Inn and Conference Center 1981 - 1985
DuPont Plaza Hotel 1979 - 1981
Chadds Ford Inn 1974 - 1978
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Culinary Skills, Menu Development, Catering, Food, Training
Education
Culinary Institute of America 1974 — 1976
Associate's degree, Culinary Arts / Restauraunt Management
Swarthmore High School
General Studies
Erickson Living April 2005 - Present
Stone House Bistro and Catering September 2002 - March 2005
Gate Gourmet International June 1996 - September 2002
Buck Hotel 1991 - 1996
New York Life Insurance Company 1988 - 1991
Prime Management Corporation 1985 - 1987
Sheraton Inn and Conference Center 1981 - 1985
DuPont Plaza Hotel 1979 - 1981
Chadds Ford Inn 1974 - 1978
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Culinary Skills, Menu Development, Catering, Food, Training
Education
Culinary Institute of America 1974 — 1976
Associate's degree, Culinary Arts / Restauraunt Management
Swarthmore High School
General Studies
Anthony Martino's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2015 - Present
Aranco Productions October 2013 - May 2014
Skills
401k Rollovers, Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Succession Planning, Employee Benefits, Financial Services, Investments, Gifting Strategies, Business Planning
Education
The London School of Economics and Political Science (LSE) 2013 — 2013
Financial Analysis
Washington College 2009 — 2013
Bachelor of Business Administration (BBA), Business Management
The Haverford School
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2015 - Present
Aranco Productions October 2013 - May 2014
Skills
401k Rollovers, Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Succession Planning, Employee Benefits, Financial Services, Investments, Gifting Strategies, Business Planning
Education
The London School of Economics and Political Science (LSE) 2013 — 2013
Financial Analysis
Washington College 2009 — 2013
Bachelor of Business Administration (BBA), Business Management
The Haverford School
Shivam Sabharwal Shivam Sabharwal's New York Life Insurance Company Experience June 2015 - August 2015
Job Retail Annuities Intern at New York Life Insurance Company
Industry Venture Capital & Private Equity
Experience
New York Life Insurance Company June 2015 - August 2015
George Washington University September 2014 - January 2015
Studio 9+ May 2014 - September 2014
George Washington University September 2013 - May 2014
Plainsboro Rescue Squad April 2011 - January 2014
National Honors Society April 2012 - June 2013
West Windsor - Plainsboro Regional School District January 2011 - June 2013
107.9 FM October 2009 - June 2013
Rider University June 2012 - September 2012
Skills
PowerPoint, Research, Social Media, Advertising, Leadership, Fundraising, Public Speaking, Facebook, Blogging, Editing, Public Relations, Data Analysis, Event Planning, Microsoft Word, Microsoft Office, Writing, Social Networking, Customer Service, Microsoft Excel
Education
The George Washington University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
New York Life Insurance Company June 2015 - August 2015
George Washington University September 2014 - January 2015
Studio 9+ May 2014 - September 2014
George Washington University September 2013 - May 2014
Plainsboro Rescue Squad April 2011 - January 2014
National Honors Society April 2012 - June 2013
West Windsor - Plainsboro Regional School District January 2011 - June 2013
107.9 FM October 2009 - June 2013
Rider University June 2012 - September 2012
Skills
PowerPoint, Research, Social Media, Advertising, Leadership, Fundraising, Public Speaking, Facebook, Blogging, Editing, Public Relations, Data Analysis, Event Planning, Microsoft Word, Microsoft Office, Writing, Social Networking, Customer Service, Microsoft Excel
Education
The George Washington University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
Arielle Kaufman's New York Life Insurance Company Experience May 2015 - Present
Job Corporate Finance Intern at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company May 2015 - Present
Alpha Delta Pi Sorority November 2014 - Present
The Arum Group January 2014 - May 2014
Lisner Auditorium Of GWU August 2013 - December 2013
Skills
Leadership, Time Management, Social Media, Communication, Public Speaking, Finance, Microsoft Office, Microsoft Excel, Research
Education
The George Washington University 2013 — 2017
Bachelor's Degree, Business Administration, Finance
New York Life Insurance Company May 2015 - Present
Alpha Delta Pi Sorority November 2014 - Present
The Arum Group January 2014 - May 2014
Lisner Auditorium Of GWU August 2013 - December 2013
Skills
Leadership, Time Management, Social Media, Communication, Public Speaking, Finance, Microsoft Office, Microsoft Excel, Research
Education
The George Washington University 2013 — 2017
Bachelor's Degree, Business Administration, Finance
Marius Mocanu's New York Life Insurance Company Experience May 2014 - October 2014
Job Client Services Representative at Calvert Investments
Industry Financial Services
Experience
Calvert Investments October 2014 - Present
New York Life Insurance Company May 2014 - October 2014
Diversified Portfolio Strategies LLC August 2012 - September 2014
Roti Mediterranean Grill August 2011 - August 2014
JH Darbie & Co. May 2012 - August 2012
The Ride, Inc. May 2011 - August 2011
The Ride, Inc. May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Restaurants, Social Media, Microsoft Excel, Facebook, Food & Beverage, Food Service, Restaurant Management, Hospitality, Financial Analysis, Cold Calling, Sales, Communication, Investments, Leadership, Teamwork, PowerPoint, Social Networking, Research
Education
The George Washington University 2010 — 2014
Bachelor’s Degree, Finance and International Business
Calvert Investments October 2014 - Present
New York Life Insurance Company May 2014 - October 2014
Diversified Portfolio Strategies LLC August 2012 - September 2014
Roti Mediterranean Grill August 2011 - August 2014
JH Darbie & Co. May 2012 - August 2012
The Ride, Inc. May 2011 - August 2011
The Ride, Inc. May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Restaurants, Social Media, Microsoft Excel, Facebook, Food & Beverage, Food Service, Restaurant Management, Hospitality, Financial Analysis, Cold Calling, Sales, Communication, Investments, Leadership, Teamwork, PowerPoint, Social Networking, Research
Education
The George Washington University 2010 — 2014
Bachelor’s Degree, Finance and International Business
Jesse Raake Jesse Raake's New York Life Insurance Company Experience December 2013 - June 2014
Job Stayathome Dad
Industry Hospitality
Experience
New York Life Insurance Company December 2013 - June 2014
Self Employed July 2012 - December 2013
U.S. Bank October 2011 - June 2012
Sprint April 2010 - September 2011
Skills
Social Media Marketing, Marketing Communications, Sales, Social Networking, Marketing Strategy, Advertising, Customer Satisfaction, Annuity Sales, Relationship Management, Retirement, Term Life Insurance, Small Business
Education
The Ohio State University 2005 — 2009
Bachelor of Arts (B.A.), Communication Technology
New York Life Insurance Company December 2013 - June 2014
Self Employed July 2012 - December 2013
U.S. Bank October 2011 - June 2012
Sprint April 2010 - September 2011
Skills
Social Media Marketing, Marketing Communications, Sales, Social Networking, Marketing Strategy, Advertising, Customer Satisfaction, Annuity Sales, Relationship Management, Retirement, Term Life Insurance, Small Business
Education
The Ohio State University 2005 — 2009
Bachelor of Arts (B.A.), Communication Technology
Kevin Brake Kevin Brake's New York Life Insurance Company Experience December 2011 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
NYLIFE Securities LLC December 2011 - Present
Skills
401k Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Protection..., Wealth Preservation..., Multi-generational..., Multi-generational...
Education
The Ohio State University 2004 — 2008
BS
Wapakoneta High School
New York Life Insurance Company December 2011 - Present
NYLIFE Securities LLC December 2011 - Present
Skills
401k Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Protection..., Wealth Preservation..., Multi-generational..., Multi-generational...
Education
The Ohio State University 2004 — 2008
BS
Wapakoneta High School
Ron Fleeter Ron Fleeter's New York Life Insurance Company Experience September 1989 - February 1990
Job Helping small businesses and individuals in Ohio save money on their health insurance and employee benefits
Industry Insurance
Experience
The Benefit Source, Inc. April 1998 - Present
BPA, Inc. February 1990 - March 1998
New York Life Insurance Company September 1989 - February 1990
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Underwriting, Medicare, Brokers, Fixed Annuities, Life Insurance, Critical Illness, Commercial Insurance, Accident, General Insurance, Claim, Property & Casualty..., Small Business, Whole Life, Health Policy, Claims Management, Retirement, Workers Compensation, Homeowners, Mutual Funds, Group Insurance, Insurance Brokerage, Long Term Care Insurance, Umbrella Insurance, Benefits Administration, Retirement Planning, Estate Planning, Financial Planners, Universal Life, PPO, Strategic Financial..., Sales, COBRA, Health Care Reform, Professional Liability, Medicare Part D, 401k, HMO, Legal Liability, Liability, Casualty, Licensed Life & Health..., Managed Care
Education
The Ohio State University 1985 — 1989
Bachelor of Science, Accounting
The Ohio State University Fisher College of Business 1985 — 1989
Bachelor of Science Business Administration, accounting
The Benefit Source, Inc. April 1998 - Present
BPA, Inc. February 1990 - March 1998
New York Life Insurance Company September 1989 - February 1990
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Underwriting, Medicare, Brokers, Fixed Annuities, Life Insurance, Critical Illness, Commercial Insurance, Accident, General Insurance, Claim, Property & Casualty..., Small Business, Whole Life, Health Policy, Claims Management, Retirement, Workers Compensation, Homeowners, Mutual Funds, Group Insurance, Insurance Brokerage, Long Term Care Insurance, Umbrella Insurance, Benefits Administration, Retirement Planning, Estate Planning, Financial Planners, Universal Life, PPO, Strategic Financial..., Sales, COBRA, Health Care Reform, Professional Liability, Medicare Part D, 401k, HMO, Legal Liability, Liability, Casualty, Licensed Life & Health..., Managed Care
Education
The Ohio State University 1985 — 1989
Bachelor of Science, Accounting
The Ohio State University Fisher College of Business 1985 — 1989
Bachelor of Science Business Administration, accounting
Anthony J. Vallos, LUTCF Anthony J. Vallos, LUTCF's New York Life Insurance Company Experience 2000 - 2005
Job Personal Financial Representative
Industry Investment Management
Experience
Vallos Financial Services Group August 2011 - Present
Penn Mutual February 2007 - May 2010
The Hartford August 2005 - February 2007
New York Life Insurance Company 2000 - 2005
Paper Chem Sales Inc 1988 - 2000
Skills
Retirement, Wealth, Asset Allocation, Financial Advisory, Disability Insurance, Financial Services, Wealth Accumulation, Insurance, Finance, Retirement Planning, Leadership
Education
The University of Akron 1985 — 1990
BS, Finance
Hoover High School
Vallos Financial Services Group August 2011 - Present
Penn Mutual February 2007 - May 2010
The Hartford August 2005 - February 2007
New York Life Insurance Company 2000 - 2005
Paper Chem Sales Inc 1988 - 2000
Skills
Retirement, Wealth, Asset Allocation, Financial Advisory, Disability Insurance, Financial Services, Wealth Accumulation, Insurance, Finance, Retirement Planning, Leadership
Education
The University of Akron 1985 — 1990
BS, Finance
Hoover High School
Kari Desai Kari Desai's New York Life Insurance Company Experience June 2013 - Present
Job Corporate Vice President, Wealth Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
New York Life July 2011 - June 2013
The Washington Post June 2010 - August 2010
Headway Corporate Resources August 2006 - August 2009
Northwestern Mutual November 2004 - December 2005
Northwestern Mutual June 2002 - November 2004
Skills
Public Speaking, Lead Generation, Employee Training, Project Management, Leadership, Team Building, Marketing, Business Development, Training, CRM, Management, Strategy, Sales, Spotfire, Data Visualization, Marketing Analytics, Marketing Research, Competitive Analysis, Competitive Intelligence, Financial Analysis, Budget Process, Analysis
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Miami
BBA
New York Life Insurance Company June 2013 - Present
New York Life July 2011 - June 2013
The Washington Post June 2010 - August 2010
Headway Corporate Resources August 2006 - August 2009
Northwestern Mutual November 2004 - December 2005
Northwestern Mutual June 2002 - November 2004
Skills
Public Speaking, Lead Generation, Employee Training, Project Management, Leadership, Team Building, Marketing, Business Development, Training, CRM, Management, Strategy, Sales, Spotfire, Data Visualization, Marketing Analytics, Marketing Research, Competitive Analysis, Competitive Intelligence, Financial Analysis, Budget Process, Analysis
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Miami
BBA
Joe Milford, CFA's New York Life Insurance Company Experience April 2015 - Present
Job Financial Adviser with Eagle Strategies LLC helping families and business owners to create, build, and preserve wealth
Industry Investment Management
Experience
Eagle Strategies LLC August 2015 - Present
CFA Society Cleveland July 2015 - Present
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2015 - Present
Northrop Grumman Corporation October 2010 - April 2015
Northrop Grumman Corporation February 2008 - October 2010
Northrop Grumman Corporation January 2006 - February 2008
Northrop Grumman Corporation February 2005 - December 2005
United States Air Force August 2002 - January 2005
United States Air Force July 2001 - July 2002
Skills
Life Insurance, Disability Insurance, Financial Modeling, Financial Analysis, Analysis, Forecasting, Management, Variance Analysis, Finance, Risk Management, Leadership, Financial Forecasting, Budgets, Cross-functional Team..., Strategy, Accounting, Strategic Planning, Due Diligence, SAP, Executive Management, Program Management, Financial Reporting, Project Management, Earned Value Management, Capital Budgeting, Working Capital..., Cash Flow Forecasting, Investments, Proposal Writing, Microsoft Excel, Chartered Financial..., IT Financial Management, Profitability..., Budgeting, DCF, NPV, Ad Hoc Reporting, Corporate Finance, Series 7, 401k Rollovers, Personal Finance, Long Term Care Insurance, Lifetime Income..., Retirement Planning
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Analytic Finance, Economics, Entrepreneurship, and Accounting
Wright State University 2002 — 2004
M.Acc., Accountancy
University of Notre Dame 1997 — 2001
B.S., Science Preprofessional Studies (Pre-Med)
Christian Brothers High School 1993 — 1997
High School Diploma
Eagle Strategies LLC August 2015 - Present
CFA Society Cleveland July 2015 - Present
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2015 - Present
Northrop Grumman Corporation October 2010 - April 2015
Northrop Grumman Corporation February 2008 - October 2010
Northrop Grumman Corporation January 2006 - February 2008
Northrop Grumman Corporation February 2005 - December 2005
United States Air Force August 2002 - January 2005
United States Air Force July 2001 - July 2002
Skills
Life Insurance, Disability Insurance, Financial Modeling, Financial Analysis, Analysis, Forecasting, Management, Variance Analysis, Finance, Risk Management, Leadership, Financial Forecasting, Budgets, Cross-functional Team..., Strategy, Accounting, Strategic Planning, Due Diligence, SAP, Executive Management, Program Management, Financial Reporting, Project Management, Earned Value Management, Capital Budgeting, Working Capital..., Cash Flow Forecasting, Investments, Proposal Writing, Microsoft Excel, Chartered Financial..., IT Financial Management, Profitability..., Budgeting, DCF, NPV, Ad Hoc Reporting, Corporate Finance, Series 7, 401k Rollovers, Personal Finance, Long Term Care Insurance, Lifetime Income..., Retirement Planning
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Analytic Finance, Economics, Entrepreneurship, and Accounting
Wright State University 2002 — 2004
M.Acc., Accountancy
University of Notre Dame 1997 — 2001
B.S., Science Preprofessional Studies (Pre-Med)
Christian Brothers High School 1993 — 1997
High School Diploma
Day Yi Day Yi's New York Life Insurance Company Experience April 2011 - June 2012
Job Data Scientist
Industry Information Technology and Services
Experience
Memorial Sloan Kettering Cancer Center June 2015 - Present
Inspirica April 2012 - Present
The Career Center October 2011 - Present
Unilever February 2013 - June 2015
Grace Institute October 2013 - April 2014
New York Life Insurance Company April 2011 - June 2012
The Infinite Actuary October 2006 - December 2009
Genworth August 2004 - October 2006
Canada Life September 2000 - July 2004
MetLife September 1998 - August 2000
Skills
VBA, Microsoft Excel, Actuarial Science, Financial Analysis, Statistics, SQL, Microsoft Word, Analytics, Access, PowerPoint, Financial Modeling, Data Analysis, Project Management, Data Mining, Enterprise Risk..., Databases, Business Intelligence, Predictive Analytics, Business Analysis, Statistical Modeling, R, Quantitative Finance, Public Speaking, Risk Management, Data Management, Business Process..., Professional Mentoring, Processing, SQL Server, PHP, Data Science, Programming, Python, Java, Microsoft SQL Server
Education
The Johns Hopkins University 1985 — 1990
BA, Biophysics
NJIT 1992 — 1994
MS, Applied Mathematics
Memorial Sloan Kettering Cancer Center June 2015 - Present
Inspirica April 2012 - Present
The Career Center October 2011 - Present
Unilever February 2013 - June 2015
Grace Institute October 2013 - April 2014
New York Life Insurance Company April 2011 - June 2012
The Infinite Actuary October 2006 - December 2009
Genworth August 2004 - October 2006
Canada Life September 2000 - July 2004
MetLife September 1998 - August 2000
Skills
VBA, Microsoft Excel, Actuarial Science, Financial Analysis, Statistics, SQL, Microsoft Word, Analytics, Access, PowerPoint, Financial Modeling, Data Analysis, Project Management, Data Mining, Enterprise Risk..., Databases, Business Intelligence, Predictive Analytics, Business Analysis, Statistical Modeling, R, Quantitative Finance, Public Speaking, Risk Management, Data Management, Business Process..., Professional Mentoring, Processing, SQL Server, PHP, Data Science, Programming, Python, Java, Microsoft SQL Server
Education
The Johns Hopkins University 1985 — 1990
BA, Biophysics
NJIT 1992 — 1994
MS, Applied Mathematics
José Marcos Rodríguez José Marcos Rodríguez's New York Life Insurance Company Experience June 2010 - December 2011
Job Student
Industry Security and Investigations
Experience
Eway Business Solutions February 2014 - February 2015
Dignity Memorial Funeral Homes February 2012 - July 2012
New York Life Insurance Company June 2010 - December 2011
Unique Management Services, Inc. 2005 - 2007
Skills
Social Networking, Public Speaking, Life Insurance, Microsoft Office, Insurance, English, Customer Service, OS X, Administration, Leadership, Team Building, Logo Design, Adobe Creative Suite, Sales Process, Mac OS X, iWork, Pastoral Theology, Fluent in English and..., Sales Experience, Chaplaincy, Responsive Website..., Website Design, Graphic Design, Translation, Web Design, Community Outreach, Coaching, Teaching, Training, Nonprofits, Sales Management
Education
The Southern Baptist Theological Seminary 2004 — 2009
Master of Divinity (M.Div.), Theological and Ministerial Studies
University of South Florida 2001 — 2004
Bachelor's degree, Anthropology
Eway Business Solutions February 2014 - February 2015
Dignity Memorial Funeral Homes February 2012 - July 2012
New York Life Insurance Company June 2010 - December 2011
Unique Management Services, Inc. 2005 - 2007
Skills
Social Networking, Public Speaking, Life Insurance, Microsoft Office, Insurance, English, Customer Service, OS X, Administration, Leadership, Team Building, Logo Design, Adobe Creative Suite, Sales Process, Mac OS X, iWork, Pastoral Theology, Fluent in English and..., Sales Experience, Chaplaincy, Responsive Website..., Website Design, Graphic Design, Translation, Web Design, Community Outreach, Coaching, Teaching, Training, Nonprofits, Sales Management
Education
The Southern Baptist Theological Seminary 2004 — 2009
Master of Divinity (M.Div.), Theological and Ministerial Studies
University of South Florida 2001 — 2004
Bachelor's degree, Anthropology
Timothy Babbert's New York Life Insurance Company Experience September 1985 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 1985 - Present
Skills
Training, Coaching, Estate Planning, Retirement Planning, Insurance, Financial Services, Leadership, Management, Strategic Planning, Marketing, Workshop Facilitation, Business Development
Education
Reynoldsburg High School 1974 — 1977
The Ohio State University
New York Life Insurance Company September 1985 - Present
Skills
Training, Coaching, Estate Planning, Retirement Planning, Insurance, Financial Services, Leadership, Management, Strategic Planning, Marketing, Workshop Facilitation, Business Development
Education
Reynoldsburg High School 1974 — 1977
The Ohio State University
Chris Hager Chris Hager's New York Life Insurance Company Experience October 2002 - November 2004
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
TD Ameritrade March 2008 - April 2014
Allstate November 2004 - March 2008
New York Life Insurance Company October 2002 - November 2004
Charles Schwab 1999 - 2002
Skills
Investments
Education
The George Washington University 1993 — 1996
Master of Arts (MA), Political Management
The University of Texas at Austin 1988 — 1993
Bachelor of Science, Economics
Charles Schwab May 2014 - Present
TD Ameritrade March 2008 - April 2014
Allstate November 2004 - March 2008
New York Life Insurance Company October 2002 - November 2004
Charles Schwab 1999 - 2002
Skills
Investments
Education
The George Washington University 1993 — 1996
Master of Arts (MA), Political Management
The University of Texas at Austin 1988 — 1993
Bachelor of Science, Economics
Joseph W Jacobs Joseph W Jacobs's New York Life Insurance Company Experience September 2011 - Present
Job Financial Services Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
MassMutual Financial Group April 1997 - September 2011
Northwestern Mutual January 1982 - April 1997
Skills
Licensed Life & Health..., Investments, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Small Business, Key Person Protection, Succession Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Retirement
Education
The Ohio State University 1959 — 1968
Bachelor of Science (BS), Psychology
New York Life Insurance Company September 2011 - Present
MassMutual Financial Group April 1997 - September 2011
Northwestern Mutual January 1982 - April 1997
Skills
Licensed Life & Health..., Investments, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Small Business, Key Person Protection, Succession Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Retirement
Education
The Ohio State University 1959 — 1968
Bachelor of Science (BS), Psychology
Dylan Huang Dylan Huang's New York Life Insurance Company Experience June 2012 - Present
Job Head of Annuity Product Management at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company December 2010 - June 2012
New York Life Insurance Company January 2008 - December 2010
New York Life Insurance Company June 2005 - January 2008
New York Life Insurance Company June 2003 - June 2005
New York Life Insurance Company June 2001 - June 2003
University of Connecticut September 1999 - May 2001
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Variable Annuities, Insurance, Actuarial Science, Series 6, Portfolio Management, Asset Allocation, Series 63, Wealth Management, Financial Services, Economic Capital, ALM, Guaranteed Lifetime...
Education
The University of Connecticut 1999 — 2001
Master of Science (MS), Math, Actuarial Science
The University of British Columbia 1995 — 1999
Bachelor of Science (BS), Mathematics
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company December 2010 - June 2012
New York Life Insurance Company January 2008 - December 2010
New York Life Insurance Company June 2005 - January 2008
New York Life Insurance Company June 2003 - June 2005
New York Life Insurance Company June 2001 - June 2003
University of Connecticut September 1999 - May 2001
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Variable Annuities, Insurance, Actuarial Science, Series 6, Portfolio Management, Asset Allocation, Series 63, Wealth Management, Financial Services, Economic Capital, ALM, Guaranteed Lifetime...
Education
The University of Connecticut 1999 — 2001
Master of Science (MS), Math, Actuarial Science
The University of British Columbia 1995 — 1999
Bachelor of Science (BS), Mathematics
Wesley Hill Wesley Hill's New York Life Insurance Company Experience June 2009 - July 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2014 - Present
Morgan Stanley Private Wealth Management August 2012 - July 2014
New York Life Insurance Company June 2009 - July 2010
Skills
Mutual Funds, Wealth Management, Banking, Asset Management, Financial Analysis, Asset Allocation, Reporting & Analysis, Financial Statement..., Equities, Fixed Income, Investments, Finance, Financial Risk, Series 7, Bloomberg, Strategic Financial...
Education
The Ohio State University 2005 — 2009
Bachelor of Science (B.S.), Family Resource Management Studies, General
Morgan Stanley Private Wealth Management July 2014 - Present
Morgan Stanley Private Wealth Management August 2012 - July 2014
New York Life Insurance Company June 2009 - July 2010
Skills
Mutual Funds, Wealth Management, Banking, Asset Management, Financial Analysis, Asset Allocation, Reporting & Analysis, Financial Statement..., Equities, Fixed Income, Investments, Finance, Financial Risk, Series 7, Bloomberg, Strategic Financial...
Education
The Ohio State University 2005 — 2009
Bachelor of Science (B.S.), Family Resource Management Studies, General
Anthony Ingrassia Anthony Ingrassia's New York Life Insurance Company Experience 1992 - 1995
Job CTA & Principal
Industry Investment Management
Experience
Integral Capital Management, LLC June 2013 - Present
MAX Trading System, LLC 2014 - 2015
Anthony Ingrassia, CTA 1996 - June 2013
On-Site Trading, LLC 1999 - 2002
A.G. Edwards & Sons, Inc. 1997 - 1999
The Chicago Corporation 1995 - 1997
New York Life Insurance Company 1992 - 1995
Skills
Commodities Trading..., Foreign Exchange..., FX Hedging, Forex, Options, Trading, Equities, FINRA, Foreign Exchange, Trading Systems, Series 7, Securities, Investments, Commodity, Emerging Markets, Fixed Income, Equity Trading, ETFs, Trading Strategies, Proprietary Trading, Hedging, Electronic Trading, Options Strategies, Currency, Technical Analysis, FX trading, Prime Brokerage, Equity Derivatives, Fundamental Analysis, Alternative Investments, Bloomberg Terminal, FX Options, Bonds, Structured Products, Credit Derivatives, Quantitative Finance, Hedge Funds, Interest Rate..., Equity Valuation, Asset Allocation, Institutional..., Equity Research, Portfolio Optimization, Fund Of Funds, Financial Markets, Quantitative Analytics, Commodity Markets, Risk Management, Derivatives, Asset Management
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
Integral Capital Management, LLC June 2013 - Present
MAX Trading System, LLC 2014 - 2015
Anthony Ingrassia, CTA 1996 - June 2013
On-Site Trading, LLC 1999 - 2002
A.G. Edwards & Sons, Inc. 1997 - 1999
The Chicago Corporation 1995 - 1997
New York Life Insurance Company 1992 - 1995
Skills
Commodities Trading..., Foreign Exchange..., FX Hedging, Forex, Options, Trading, Equities, FINRA, Foreign Exchange, Trading Systems, Series 7, Securities, Investments, Commodity, Emerging Markets, Fixed Income, Equity Trading, ETFs, Trading Strategies, Proprietary Trading, Hedging, Electronic Trading, Options Strategies, Currency, Technical Analysis, FX trading, Prime Brokerage, Equity Derivatives, Fundamental Analysis, Alternative Investments, Bloomberg Terminal, FX Options, Bonds, Structured Products, Credit Derivatives, Quantitative Finance, Hedge Funds, Interest Rate..., Equity Valuation, Asset Allocation, Institutional..., Equity Research, Portfolio Optimization, Fund Of Funds, Financial Markets, Quantitative Analytics, Commodity Markets, Risk Management, Derivatives, Asset Management
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
Joseph Biondo, PMP Joseph Biondo, PMP's New York Life Insurance Company Experience September 2013 - Present
Job CVP ET PMO Planning and Analysis at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2013 - Present
MetLife May 2012 - Present
Adecco November 2010 - August 2012
MetLife July 2007 - November 2010
Cintas July 2007 - June 2008
Skills
Gap Analysis, Project Portfolio..., PMO, Business Analysis, Microsoft Office, Business Objects, Performance Metrics, Testing, Financial Risk, CA Clarity, Change Management, SDLC, Project Management, Process Improvement, Program Management, PMP, Enterprise Architecture, Project Planning
Education
The George Washington University 2007 — 2009
CBA, Business Analysis
Saint John's University 2002 — 2006
BA, Management
New York Life Insurance Company September 2013 - Present
MetLife May 2012 - Present
Adecco November 2010 - August 2012
MetLife July 2007 - November 2010
Cintas July 2007 - June 2008
Skills
Gap Analysis, Project Portfolio..., PMO, Business Analysis, Microsoft Office, Business Objects, Performance Metrics, Testing, Financial Risk, CA Clarity, Change Management, SDLC, Project Management, Process Improvement, Program Management, PMP, Enterprise Architecture, Project Planning
Education
The George Washington University 2007 — 2009
CBA, Business Analysis
Saint John's University 2002 — 2006
BA, Management
Richard Stahl Richard Stahl's New York Life Insurance Company Experience September 2009 - Present
Job Senior Personal Banker at Huntington National Bank/Registered Investment Representative Huntington Investment Company
Industry Financial Services
Experience
Huntington National Bank/The Huntington Investment Company April 2014 - Present
RAS Agency, LLC September 2012 - Present
New York Life Insurance Company September 2009 - Present
New York Life Insurance Company August 2009 - January 2010
Nationwide Insurance September 2000 - August 2009
Ohio High School Athletic Association August 2000 - August 2009
Nationwide Insurance 2000 - 2009
Nationwide 2000 - 2009
Memorial Hospital of Union County August 2001 - September 2003
Education
DeVry University 1997 — 2000
B.S., Computer Information Systems
The Ohio State University 1975 — 1979
B.S., Economics
Huntington National Bank/The Huntington Investment Company April 2014 - Present
RAS Agency, LLC September 2012 - Present
New York Life Insurance Company September 2009 - Present
New York Life Insurance Company August 2009 - January 2010
Nationwide Insurance September 2000 - August 2009
Ohio High School Athletic Association August 2000 - August 2009
Nationwide Insurance 2000 - 2009
Nationwide 2000 - 2009
Memorial Hospital of Union County August 2001 - September 2003
Education
DeVry University 1997 — 2000
B.S., Computer Information Systems
The Ohio State University 1975 — 1979
B.S., Economics
James Park James Park's New York Life Insurance Company Experience October 2009 - October 2010
Job Senior Technical Recruiter, Contract Agile Recruiter
Industry Information Technology and Services
Experience
Vision Technology Services November 2010 - December 2014
New York Life Insurance Company October 2009 - October 2010
Northwestern Mutual Financial Network 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Business Analysis, Access, SDLC, Analysis, Data Analysis, SQL, Sourcing, Process Improvement, Integration, Requirements Analysis, Software Development, Windows, Management, Strategic Planning, Recruitments, Recruiting, Networking, Program Management, Team Leadership, Vendor Management, Project Management, Change Management, Time Management, Project Planning, Staff Augmentation, Employee Benefits, Visio, Technical Recruiting, Leadership, Risk Management, SharePoint, .NET, Requirements Gathering, Databases, Information Technology, CRM, Software Documentation, College Recruiting, Business Intelligence, Applicant Tracking..., Software Project..., Internet Recruiting, Talent Acquisition, Staffing Services, MS Project, Benefits Negotiation, System Administration, Quality Assurance, Screening, Consulting
Education
The Johns Hopkins University 2004 — 2008
Bachelors of Arts, Economics, Entrpreneurship & Management Minor
Syosset High School
Vision Technology Services November 2010 - December 2014
New York Life Insurance Company October 2009 - October 2010
Northwestern Mutual Financial Network 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Business Analysis, Access, SDLC, Analysis, Data Analysis, SQL, Sourcing, Process Improvement, Integration, Requirements Analysis, Software Development, Windows, Management, Strategic Planning, Recruitments, Recruiting, Networking, Program Management, Team Leadership, Vendor Management, Project Management, Change Management, Time Management, Project Planning, Staff Augmentation, Employee Benefits, Visio, Technical Recruiting, Leadership, Risk Management, SharePoint, .NET, Requirements Gathering, Databases, Information Technology, CRM, Software Documentation, College Recruiting, Business Intelligence, Applicant Tracking..., Software Project..., Internet Recruiting, Talent Acquisition, Staffing Services, MS Project, Benefits Negotiation, System Administration, Quality Assurance, Screening, Consulting
Education
The Johns Hopkins University 2004 — 2008
Bachelors of Arts, Economics, Entrpreneurship & Management Minor
Syosset High School
Vera A. Wilt Vera A. Wilt's New York Life Insurance Company Experience April 2011 - March 2014
Job Insurance Professional, Interpreter/Translator and Attorney
Industry Insurance
Experience
Village of North Riverside 2012 - Present
Vera A. Wilt February 2009 - Present
New York Life Insurance Company April 2011 - March 2014
Loyola University Medical Center July 2009 - February 2010
Washington Mutual July 2005 - May 2007
Accenture 2007 - 2007
Washington Mutual May 2003 - July 2005
CSA Fraternal Life October 1990 - September 2002
American Fraternal Alliance (formerly National Fraternal Congress of America) 1995 - 2001
Skills
Estate Planning, Insurance, Time Management, Thought Leadership, Annuity Sales, Wealth Preservation..., Licensed Life Insurance..., Legacies, Gifting Strategies, Protection..., Key person protection, 401(k) Rollovers, Fixed Annuities, Health Insurance, Project Planning, Retirement Planning, Program Management, Fundraising, Life Insurance, Management, Training, Training Delivery, Leadership, Public Relations, Leadership Development, Non-profits, Staff Development, Coaching, Event Planning, Protection..., Long-term Care, Public Speaking, Retirement, Banking, Team Building, Customer Service, Financial Services, Strategic Planning, Analysis, Nonprofits
Education
The John Marshall Law School 1979 — 1982
J.D., Law
University of Illinois at Chicago 1970 — 1974
BA, French
J. Sterling Morton East High School
Village of North Riverside 2012 - Present
Vera A. Wilt February 2009 - Present
New York Life Insurance Company April 2011 - March 2014
Loyola University Medical Center July 2009 - February 2010
Washington Mutual July 2005 - May 2007
Accenture 2007 - 2007
Washington Mutual May 2003 - July 2005
CSA Fraternal Life October 1990 - September 2002
American Fraternal Alliance (formerly National Fraternal Congress of America) 1995 - 2001
Skills
Estate Planning, Insurance, Time Management, Thought Leadership, Annuity Sales, Wealth Preservation..., Licensed Life Insurance..., Legacies, Gifting Strategies, Protection..., Key person protection, 401(k) Rollovers, Fixed Annuities, Health Insurance, Project Planning, Retirement Planning, Program Management, Fundraising, Life Insurance, Management, Training, Training Delivery, Leadership, Public Relations, Leadership Development, Non-profits, Staff Development, Coaching, Event Planning, Protection..., Long-term Care, Public Speaking, Retirement, Banking, Team Building, Customer Service, Financial Services, Strategic Planning, Analysis, Nonprofits
Education
The John Marshall Law School 1979 — 1982
J.D., Law
University of Illinois at Chicago 1970 — 1974
BA, French
J. Sterling Morton East High School
Kyle Gerber Kyle Gerber's New York Life Insurance Company Experience September 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
Education
The University of Akron 2005 — 2010
Bachelor, Financial Planning
New York Life Insurance Company September 2010 - Present
Education
The University of Akron 2005 — 2010
Bachelor, Financial Planning
Mustafa Osman Mustafa Osman's New York Life Insurance Company Experience February 2013 - Present
Job Corporate Vice President Investment Manager Research and Due Diligence at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company July 2011 - February 2013
Youngblood Capital Group, LLC June 2010 - August 2010
The Fresh Market April 2007 - August 2009
Skills
Financial Modeling, Investments, Portfolio Management, Forecasting, Business Strategy, Equities, Analysis, Product Management, Mutual Funds, Valuation, Due Diligence, Leadership, Data Analysis, Management, Process Improvement, Product Development, Microsoft Excel, Investment Research, Fixed Income, Risk Management, Asset Management, Wealth Management, Investment Manager...
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Investments
University of North Carolina at Greensboro 2003 — 2006
Bachelor of Science (B.S.), Finance, Insurance and Real Estate
New York Life Insurance Company February 2013 - Present
New York Life Insurance Company July 2011 - February 2013
Youngblood Capital Group, LLC June 2010 - August 2010
The Fresh Market April 2007 - August 2009
Skills
Financial Modeling, Investments, Portfolio Management, Forecasting, Business Strategy, Equities, Analysis, Product Management, Mutual Funds, Valuation, Due Diligence, Leadership, Data Analysis, Management, Process Improvement, Product Development, Microsoft Excel, Investment Research, Fixed Income, Risk Management, Asset Management, Wealth Management, Investment Manager...
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Investments
University of North Carolina at Greensboro 2003 — 2006
Bachelor of Science (B.S.), Finance, Insurance and Real Estate
Josh Gonzalez's New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Licensed Life Insurance..., Annuity Sales, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, LGBT Planning, Lifetime Income..., Multi-Generational..., Multi-Generational..., Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
The George Washington University 2004 — 2007
Bachelor of Arts (BA)
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Licensed Life Insurance..., Annuity Sales, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, LGBT Planning, Lifetime Income..., Multi-Generational..., Multi-Generational..., Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
The George Washington University 2004 — 2007
Bachelor of Arts (BA)
Kneisha McClinton Kneisha McClinton's New York Life Insurance Company Experience December 2012 - Present
Job Passionate Agent with New York Life providing financial security and peace of mind to families in Baltimore.
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
Finish Line February 2008 - Present
Northrop Grumman Corporation 2005 - 2009
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Asset Protection, Legacies, Retirement Planning, Small Business, Multi-generational..., Multi-generational..., Insurance, Gifting Strategies, Estate Planning, Multitasking Skills, Accounting
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Science (BS), Mathematics
New York Life Insurance Company December 2012 - Present
Finish Line February 2008 - Present
Northrop Grumman Corporation 2005 - 2009
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Asset Protection, Legacies, Retirement Planning, Small Business, Multi-generational..., Multi-generational..., Insurance, Gifting Strategies, Estate Planning, Multitasking Skills, Accounting
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Science (BS), Mathematics
shawn carl's New York Life Insurance Company Experience August 2008 - December 2008
Job Sales manager at Dick's Sporting Goods
Industry Retail
Experience
Dick's Sporting Goods October 2007 - Present
Urban Active Fitness February 2009 - June 2009
New York Life Insurance Company August 2008 - December 2008
Sports Fanbase Co. September 2007 - January 2008
The Team LLC. August 2007 - December 2007
Aflac July 2007 - November 2007
PJAX June 2003 - July 2007
Skills
Delivering Exceptional..., Highly personable, Sales Management, Multi Tasking, Merchandise Planning, Visual Merchandising, Social Networking, Building Relationships, Teamwork, Training, Pricing, Employee Training, Hiring, Retail Sales, Inventory Management, Sports, Merchandising, Retail, Sales, Selling, Customer Service
Education
The Ohio State University Fisher College of Business 2004 — 2008
BA, Marketing
Dick's Sporting Goods October 2007 - Present
Urban Active Fitness February 2009 - June 2009
New York Life Insurance Company August 2008 - December 2008
Sports Fanbase Co. September 2007 - January 2008
The Team LLC. August 2007 - December 2007
Aflac July 2007 - November 2007
PJAX June 2003 - July 2007
Skills
Delivering Exceptional..., Highly personable, Sales Management, Multi Tasking, Merchandise Planning, Visual Merchandising, Social Networking, Building Relationships, Teamwork, Training, Pricing, Employee Training, Hiring, Retail Sales, Inventory Management, Sports, Merchandising, Retail, Sales, Selling, Customer Service
Education
The Ohio State University Fisher College of Business 2004 — 2008
BA, Marketing
Celina Forbes Celina Forbes's New York Life Insurance Company Experience May 2011 - Present
Job Life Underwriter at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
State Farm Insurance April 2009 - May 2011
Skyway Financial LLC February 2008 - February 2009
Skills
Life Insurance, Long Term Care Insurance, Term Life Insurance, Long-term Care, Insurance, Universal Life, Permanent Life Insurance, Whole Life
Education
The Ohio State University 2002 — 2007
Bachelor of Arts (B.A.), Social and Behavorial Sciences
New York Life Insurance Company May 2011 - Present
State Farm Insurance April 2009 - May 2011
Skyway Financial LLC February 2008 - February 2009
Skills
Life Insurance, Long Term Care Insurance, Term Life Insurance, Long-term Care, Insurance, Universal Life, Permanent Life Insurance, Whole Life
Education
The Ohio State University 2002 — 2007
Bachelor of Arts (B.A.), Social and Behavorial Sciences
Terence McKenna Terence McKenna's New York Life Insurance Company Experience September 2000 - Present
Job Sr Underwriting Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2000 - Present
New York Life Insurance Company April 2007 - May 2011
TIAA-CREF 1994 - 1996
Skills
Insurance, Disability Insurance, Underwriting, Reinsurance, Financial Services, Long Term Care Insurance, Life Insurance, Medical Underwriting, Claim, Umbrella Insurance, Term Life Insurance, Whole Life, Analysis, Retirement Planning, Claims Management, Brokers, Financial Analysis, Universal Life, Liability Analysis, Life & Health Insurance..., Insurance Brokerage, Key Person Protection, Group Insurance, Homeowners, Financial Planners, Variable Life, Buy-sell Agreements, Permanent Life Insurance, Accident Insurance, Financial Planning
Education
The Cooper Union for the Advancement of Science and Art 1969 — 1973
BFA, Fine Art
New York Life Insurance Company September 2000 - Present
New York Life Insurance Company April 2007 - May 2011
TIAA-CREF 1994 - 1996
Skills
Insurance, Disability Insurance, Underwriting, Reinsurance, Financial Services, Long Term Care Insurance, Life Insurance, Medical Underwriting, Claim, Umbrella Insurance, Term Life Insurance, Whole Life, Analysis, Retirement Planning, Claims Management, Brokers, Financial Analysis, Universal Life, Liability Analysis, Life & Health Insurance..., Insurance Brokerage, Key Person Protection, Group Insurance, Homeowners, Financial Planners, Variable Life, Buy-sell Agreements, Permanent Life Insurance, Accident Insurance, Financial Planning
Education
The Cooper Union for the Advancement of Science and Art 1969 — 1973
BFA, Fine Art
Erik Sperling Erik Sperling's New York Life Insurance Company Experience July 2011 - July 2012
Job Pre Planning and Insurance Specialist at Vicchiarelli Funeral Home
Industry Insurance
Experience
Vicchiarelli Funeral Home June 2012 - Present
New York Life Insurance Company July 2011 - July 2012
T3Live.com August 2000 - April 2011
Skills
Employee Benefits, Asset Allocation, Options, Financial Markets, Term Life Insurance, Trading, Fixed Income, Investment Advisory, Whole Life, 401k Rollovers, Health Insurance, Electronic Trading
Education
The Ohio State University 1990 — 1995
Neshaminy High School 1987 — 1990
Vicchiarelli Funeral Home June 2012 - Present
New York Life Insurance Company July 2011 - July 2012
T3Live.com August 2000 - April 2011
Skills
Employee Benefits, Asset Allocation, Options, Financial Markets, Term Life Insurance, Trading, Fixed Income, Investment Advisory, Whole Life, 401k Rollovers, Health Insurance, Electronic Trading
Education
The Ohio State University 1990 — 1995
Neshaminy High School 1987 — 1990
Rick Honda Rick Honda's New York Life Insurance Company Experience May 2011 - August 2013
Job Sales at Midwestern Auto Group
Industry Insurance
Experience
Midwestern Auto Group June 2014 - Present
Otani Japanese Restaurant January 2013 - Present
New York Life Insurance Company May 2011 - August 2013
Midwestern Auto Group February 2011 - May 2011
Tansky Sawmill Toyota/Scion August 2010 - February 2011
Lindsay Acura May 2009 - January 2011
Jumpline.com February 2008 - July 2008
NOVA Group August 2003 - August 2005
Columbus Public Schools October 2002 - June 2003
The Ohio State University January 2000 - April 2001
Skills
Series 6, Japanese, Sales, Customer Service, Event Planning, Leadership, Marketing, Marketing Strategy, Microsoft Office, Negotiation, Public Relations, Public Speaking, Sales Management, Strategic Planning, Team Building, Vehicles
Education
The Ohio State University 1999 — 2002
B.S., Math
Culver Academies 1987 — 1990
High School and JROTC
University School 1981 — 1987
Midwestern Auto Group June 2014 - Present
Otani Japanese Restaurant January 2013 - Present
New York Life Insurance Company May 2011 - August 2013
Midwestern Auto Group February 2011 - May 2011
Tansky Sawmill Toyota/Scion August 2010 - February 2011
Lindsay Acura May 2009 - January 2011
Jumpline.com February 2008 - July 2008
NOVA Group August 2003 - August 2005
Columbus Public Schools October 2002 - June 2003
The Ohio State University January 2000 - April 2001
Skills
Series 6, Japanese, Sales, Customer Service, Event Planning, Leadership, Marketing, Marketing Strategy, Microsoft Office, Negotiation, Public Relations, Public Speaking, Sales Management, Strategic Planning, Team Building, Vehicles
Education
The Ohio State University 1999 — 2002
B.S., Math
Culver Academies 1987 — 1990
High School and JROTC
University School 1981 — 1987
Doug Votroubek Doug Votroubek's New York Life Insurance Company Experience 1988 - 1989
Job Financial Sales
Industry Financial Services
Experience
Fannie Mae 2012 - Present
Credit Suisse 2005 - 2011
Freddie Mac 1993 - 2004
Freddie Mac 1991 - 1993
Freddie Mac 1990 - 1991
Freddie Mac 1990 - 1990
Freddie Mac 1989 - 1990
New York Life Insurance Company 1988 - 1989
Skills
Fixed Income, Structured Products, Mortgage, Capital Markets, MBS, Loans, Securities, Financial Markets, Bloomberg, Residential Mortgages
Education
The George Washington University
MBA, Finance and Investments
University of Northern Iowa 1984 — 1988
Bachelor of Arts, Finance
Fannie Mae 2012 - Present
Credit Suisse 2005 - 2011
Freddie Mac 1993 - 2004
Freddie Mac 1991 - 1993
Freddie Mac 1990 - 1991
Freddie Mac 1990 - 1990
Freddie Mac 1989 - 1990
New York Life Insurance Company 1988 - 1989
Skills
Fixed Income, Structured Products, Mortgage, Capital Markets, MBS, Loans, Securities, Financial Markets, Bloomberg, Residential Mortgages
Education
The George Washington University
MBA, Finance and Investments
University of Northern Iowa 1984 — 1988
Bachelor of Arts, Finance
Lai Connie Lai Connie's New York Life Insurance Company Experience September 2002 - Present
Job Financial Service Professional, Registered Representative at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life Insurance Company September 2002 - Present
New York Life & MainStay Investments September 2002 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Insurance, Securities, Investments, Small Business, Term Life Insurance, Universal Life, Long Term Care Insurance, Retirement, Whole Life
Education
Hong Kong Polytechnic
Maryknoll Convent School
New York Life Insurance Company September 2002 - Present
New York Life & MainStay Investments September 2002 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Insurance, Securities, Investments, Small Business, Term Life Insurance, Universal Life, Long Term Care Insurance, Retirement, Whole Life
Education
Hong Kong Polytechnic
Maryknoll Convent School
Rich DiPippo Rich DiPippo's New York Life Insurance Company Experience October 1985 - February 2008
Job at The Meltzer Group
Industry Insurance
Experience
The Meltzer Group April 2008 - Present
RCD & Associates June 2000 - January 2010
New York Life Insurance Company October 1985 - February 2008
Skills
Insurance, Estate Planning, Life Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Retirement, Wealth, Small Business, Health Insurance, Long Term Care Insurance, Fixed Annuities, Mergers & Acquisitions, Financial Services, Strategy
Education
The George Washington University 1975 — 1979
BA, EDUCATION/HISTORY
longmeadow high school 1971 — 1975
longmeadow high school
The Meltzer Group April 2008 - Present
RCD & Associates June 2000 - January 2010
New York Life Insurance Company October 1985 - February 2008
Skills
Insurance, Estate Planning, Life Insurance, Employee Benefits, Disability Insurance, Retirement Planning, Retirement, Wealth, Small Business, Health Insurance, Long Term Care Insurance, Fixed Annuities, Mergers & Acquisitions, Financial Services, Strategy
Education
The George Washington University 1975 — 1979
BA, EDUCATION/HISTORY
longmeadow high school 1971 — 1975
longmeadow high school
Lou Ward, MBA Lou Ward, MBA's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
2Checkout 2014 - 2015
The Ohio State University Medical Center-Sports Medicine Center 2009 - 2014
The Dawson Funeral Home 2003 - 2009
Northwestern Mutual Financial Network 2007 - 2007
Skills
Leadership, Project Management, Team Leadership, Customer Service, Strategy, Microsoft Excel, Strategic Planning, Process Improvement, Account Management, Public Speaking, Recruiting, Epic Systems, Marketing, Training, Data Analysis, Leadership Development, Sales, Presentations, SharePoint, Healthcare
Education
The Ohio State University Fisher College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Leadership and Organizational Behavior
Walsh University 2006 — 2009
Bachelor of Arts, Marketing; Management
New York Life Insurance Company September 2015 - Present
2Checkout 2014 - 2015
The Ohio State University Medical Center-Sports Medicine Center 2009 - 2014
The Dawson Funeral Home 2003 - 2009
Northwestern Mutual Financial Network 2007 - 2007
Skills
Leadership, Project Management, Team Leadership, Customer Service, Strategy, Microsoft Excel, Strategic Planning, Process Improvement, Account Management, Public Speaking, Recruiting, Epic Systems, Marketing, Training, Data Analysis, Leadership Development, Sales, Presentations, SharePoint, Healthcare
Education
The Ohio State University Fisher College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Strategy, Leadership and Organizational Behavior
Walsh University 2006 — 2009
Bachelor of Arts, Marketing; Management
Anthony Canton Anthony Canton's New York Life Insurance Company Experience March 2013 - March 2014
Job Account Manager at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson March 2014 - Present
New York Life Insurance Company March 2013 - March 2014
New York Life Insurance Company April 2009 - March 2013
Hantz Financial April 2008 - April 2009
Skills
Insurance, Mutual Funds, Fixed Annuities, Investments, Financial Services, Series 63, Series 7, Retirement Planning, CRM, Securities, Life Insurance, Retirement, Banking, Employee Benefits, Account Management, Logistics, Transportation..., Key Account Management, Sales, Strategy, Profit, Customer Service, Accountability
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
C.H. Robinson March 2014 - Present
New York Life Insurance Company March 2013 - March 2014
New York Life Insurance Company April 2009 - March 2013
Hantz Financial April 2008 - April 2009
Skills
Insurance, Mutual Funds, Fixed Annuities, Investments, Financial Services, Series 63, Series 7, Retirement Planning, CRM, Securities, Life Insurance, Retirement, Banking, Employee Benefits, Account Management, Logistics, Transportation..., Key Account Management, Sales, Strategy, Profit, Customer Service, Accountability
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Alan Klevan Alan Klevan's New York Life Insurance Company Experience 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2013 - Present
Skills
Asset Protection, Financial Services, Wealth Transfer..., Education Funding..., Retirement Planning, Long-Term Care Insurance, Investments, Finance, Estate Planning, Retirement, Small Business, Securities, Customer Service, Insurance, Financial Planning
Education
The George Washington University 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Lower Merion High School 1971 — 1973
New York Life Insurance Company 2013 - Present
Skills
Asset Protection, Financial Services, Wealth Transfer..., Education Funding..., Retirement Planning, Long-Term Care Insurance, Investments, Finance, Estate Planning, Retirement, Small Business, Securities, Customer Service, Insurance, Financial Planning
Education
The George Washington University 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Lower Merion High School 1971 — 1973
Robyn Silber Robyn Silber's New York Life Insurance Company Experience June 2012 - February 2014
Job Private Tutoring in Java Programming & Computer Science
Industry Computer Software
Experience
George Washington University May 2015 - Present
Akira Technologies, Inc May 2015 - October 2015
New York Life Insurance Company June 2012 - February 2014
Vector Marketing July 2008 - August 2008
District Office of Sen. Charles E. Schumer August 2007 - April 2008
Skills
Java, Tutoring, Computer Science, Software Development, Object Oriented Design, Public Speaking, C, Matlab, Algorithms
Education
The George Washington University 2015 — 2017
Master of Science (M.S.), Computer Science
The George Washington University 2008 — 2015
Bachelor of Arts (B.A.), Mathematics
George Washington University May 2015 - Present
Akira Technologies, Inc May 2015 - October 2015
New York Life Insurance Company June 2012 - February 2014
Vector Marketing July 2008 - August 2008
District Office of Sen. Charles E. Schumer August 2007 - April 2008
Skills
Java, Tutoring, Computer Science, Software Development, Object Oriented Design, Public Speaking, C, Matlab, Algorithms
Education
The George Washington University 2015 — 2017
Master of Science (M.S.), Computer Science
The George Washington University 2008 — 2015
Bachelor of Arts (B.A.), Mathematics
Trevor Kakungu's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Madison Life Insurance Company Zambia October 2001 - December 2012
Skills
Customer Relations, Microsoft Office, Customer Service, Excel, Interpersonal Skills,..., Investments, Management, Microsoft Excel, Banking, Budgets, Leadership, Negotiation, New Business Development, Perseverance, Strategy, Team Building, Strategic Planning, Public Speaking, Marketing, Business Strategy, Financial Analysis, Finance, Business Planning, Risk Management, Project Management, Project Planning, Analysis, Accounting, Research, Sales, Retirement, Recruiting, Business Development, Change Management, Program Management, Team Leadership, Financial Planning, Social Media, Business Analysis, Small Business, Retirement Planning, Policy, Teamwork, Marketing Strategy, Public Relations, Financial Services, Life Insurance
Education
The Community College of Baltimore County 2014 — 2017
Associate's Degree, Business, Management, Marketing, and Related Support Services
Zambia Insurance Business College Trust 2005 — 2006
Certificate, Insurance Practice
New York Life Insurance Company March 2015 - Present
Madison Life Insurance Company Zambia October 2001 - December 2012
Skills
Customer Relations, Microsoft Office, Customer Service, Excel, Interpersonal Skills,..., Investments, Management, Microsoft Excel, Banking, Budgets, Leadership, Negotiation, New Business Development, Perseverance, Strategy, Team Building, Strategic Planning, Public Speaking, Marketing, Business Strategy, Financial Analysis, Finance, Business Planning, Risk Management, Project Management, Project Planning, Analysis, Accounting, Research, Sales, Retirement, Recruiting, Business Development, Change Management, Program Management, Team Leadership, Financial Planning, Social Media, Business Analysis, Small Business, Retirement Planning, Policy, Teamwork, Marketing Strategy, Public Relations, Financial Services, Life Insurance
Education
The Community College of Baltimore County 2014 — 2017
Associate's Degree, Business, Management, Marketing, and Related Support Services
Zambia Insurance Business College Trust 2005 — 2006
Certificate, Insurance Practice
Susy Lopez-Ayala's New York Life Insurance Company Experience 2006 - 2008
Job Rollout Coordinator at PlayNetwork
Industry Information Technology and Services
Experience
PlayNetwork June 2015 - Present
Spencer Technologies August 2011 - June 2015
Apple Retail 2010 - 2011
Best Buy 2009 - 2010
New York Life Insurance Company 2006 - 2008
Skills
Dealing with Ambiguity, Customer Service, Critical Thinking, Organization, iOS, Troubleshooting, Project Management, Project Planning, Project Coordination, Innovation, Invoicing, Sales, Problem Solving, Resource Allocation, Training, Management, OS X, Computer Hardware, Networking, Team Leadership, Vendor Management, POS, Quality Assurance, Social Networking, Cross-functional Team..., Time Management, iPhone, Recruiting, Employee Training, Technical Writing, Wireless, Microsoft Word, Account Management, SharePoint, iPad, Leadership, Team Building, Telecommunications, Retail, Customer Experience, Technical Support, Windows, Software Installation, Windows 7, Hardware, Outlook, Windows XP, Mobile Devices, Coaching, Telephony
Education
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Criminology
PlayNetwork June 2015 - Present
Spencer Technologies August 2011 - June 2015
Apple Retail 2010 - 2011
Best Buy 2009 - 2010
New York Life Insurance Company 2006 - 2008
Skills
Dealing with Ambiguity, Customer Service, Critical Thinking, Organization, iOS, Troubleshooting, Project Management, Project Planning, Project Coordination, Innovation, Invoicing, Sales, Problem Solving, Resource Allocation, Training, Management, OS X, Computer Hardware, Networking, Team Leadership, Vendor Management, POS, Quality Assurance, Social Networking, Cross-functional Team..., Time Management, iPhone, Recruiting, Employee Training, Technical Writing, Wireless, Microsoft Word, Account Management, SharePoint, iPad, Leadership, Team Building, Telecommunications, Retail, Customer Experience, Technical Support, Windows, Software Installation, Windows 7, Hardware, Outlook, Windows XP, Mobile Devices, Coaching, Telephony
Education
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Criminology
Mark Bosley's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company February 2013 - May 2013
Skills
Personal Finance, Retirement Planning, Investments, Wealth Preservation..., Estate Planning, Business Planning, Asset Protection, 401k Rollovers, Lifetime Income..., Mutual Funds, Small Business, Long Term Care Insurance, Whole Life Insurance, Risk Management, Multi-generational..., Multi-generational..., Legacies, Buy-sell Agreements, Protection..., Education Funding..., Problem Solving, Leadership, Business Development, Financial Services, Account Management, Succession Planning, Relationship Management, Strategic Planning, Retirement Income..., Life Insurance...
Education
The Ohio State University 2008 — 2013
Economics and Business, Economics and Business
Bishop Watterson High School 2004 — 2008
High School Diploma with Honors, College Prep
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company February 2013 - May 2013
Skills
Personal Finance, Retirement Planning, Investments, Wealth Preservation..., Estate Planning, Business Planning, Asset Protection, 401k Rollovers, Lifetime Income..., Mutual Funds, Small Business, Long Term Care Insurance, Whole Life Insurance, Risk Management, Multi-generational..., Multi-generational..., Legacies, Buy-sell Agreements, Protection..., Education Funding..., Problem Solving, Leadership, Business Development, Financial Services, Account Management, Succession Planning, Relationship Management, Strategic Planning, Retirement Income..., Life Insurance...
Education
The Ohio State University 2008 — 2013
Economics and Business, Economics and Business
Bishop Watterson High School 2004 — 2008
High School Diploma with Honors, College Prep
John Matula's New York Life Insurance Company Experience April 2002 - August 2003
Job Experienced Entrepreneur and former Marine Corps NCO.
Industry Financial Services
Experience
PSP Metal Finishing May 1989 - Present
PSP Insurance Brokerage July 2014 - December 2014
US Bank Home Mortgage August 2011 - July 2014
New York Life Insurance Company April 2002 - August 2003
United States Marine Forces Reserve May 1997 - May 2003
Picker X-Ray / Marconi Medical Systems April 1999 - March 2002
Robert Half Finance & Accounting September 1998 - April 1999
Ferrotherm November 1997 - September 1998
First Investors Corporation June 1987 - October 1987
Skills
Sales, Analysis, Management, Marketing, Business Development, Finance, Business Planning, Relationship Management, Entrepreneurship, Cold Calling, Sales Management, Business Analysis
Education
The University of Akron
PSP Metal Finishing May 1989 - Present
PSP Insurance Brokerage July 2014 - December 2014
US Bank Home Mortgage August 2011 - July 2014
New York Life Insurance Company April 2002 - August 2003
United States Marine Forces Reserve May 1997 - May 2003
Picker X-Ray / Marconi Medical Systems April 1999 - March 2002
Robert Half Finance & Accounting September 1998 - April 1999
Ferrotherm November 1997 - September 1998
First Investors Corporation June 1987 - October 1987
Skills
Sales, Analysis, Management, Marketing, Business Development, Finance, Business Planning, Relationship Management, Entrepreneurship, Cold Calling, Sales Management, Business Analysis
Education
The University of Akron
Jess Sines's New York Life Insurance Company Experience September 2011 - February 2013
Job Merchandising + Client Services + Management
Industry Retail
Experience
zulily December 2014 - April 2015
Clothing Underground February 2013 - April 2014
New York Life Insurance Company September 2011 - February 2013
Manley Deas Kochalski, LLC August 2007 - June 2009
Manley Deas Kochalski, LLC January 2002 - June 2006
Skills
Fashion, Retail, E-commerce, Sales, Merchandising, Customer Service, Microsoft Excel, Inventory Management, Visual Merchandising, Microsoft Word, Apparel, Store Management, Trend Analysis, Time Management, Retail Sales, Business Writing, Styling, Microsoft Office, Management, Training, Project Management, Compliance Management, Legal Support Services, Trend Forecasting, Wholesale, Teamwork, Team Leadership, Team Building, PowerPoint, Purchasing, Client Relations, Photoshop
Education
The Ohio State University 2001 — 2004
Bachelor’s Degree, Anthropology
zulily December 2014 - April 2015
Clothing Underground February 2013 - April 2014
New York Life Insurance Company September 2011 - February 2013
Manley Deas Kochalski, LLC August 2007 - June 2009
Manley Deas Kochalski, LLC January 2002 - June 2006
Skills
Fashion, Retail, E-commerce, Sales, Merchandising, Customer Service, Microsoft Excel, Inventory Management, Visual Merchandising, Microsoft Word, Apparel, Store Management, Trend Analysis, Time Management, Retail Sales, Business Writing, Styling, Microsoft Office, Management, Training, Project Management, Compliance Management, Legal Support Services, Trend Forecasting, Wholesale, Teamwork, Team Leadership, Team Building, PowerPoint, Purchasing, Client Relations, Photoshop
Education
The Ohio State University 2001 — 2004
Bachelor’s Degree, Anthropology
John Morgan, ACS, ALMI John Morgan, ACS, ALMI's New York Life Insurance Company Experience August 2010 - Present
Job Sr. Client Services Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2010 - Present
Northwestern Mutual Financial Network May 2009 - October 2009
Citi Smith Barney June 2008 - September 2008
Skills
Life Insurance, New Business Development, Portfolio Management, Financial Services, Financial Advisory, Finance, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Series 63, 401k, Customer Service, Microsoft Office
Education
The Ohio State University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance, 3.558
New York Life Insurance Company August 2010 - Present
Northwestern Mutual Financial Network May 2009 - October 2009
Citi Smith Barney June 2008 - September 2008
Skills
Life Insurance, New Business Development, Portfolio Management, Financial Services, Financial Advisory, Finance, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Strategic Financial..., Disability Insurance, Series 63, 401k, Customer Service, Microsoft Office
Education
The Ohio State University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance, 3.558
Erik Brown, CFP®'s New York Life Insurance Company Experience January 2009 - Present
Job Dedicated Financial Adviser, active member of the central Ohio community, blessed father and loving husband
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
NYLIFE Securities LLC January 2009 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Insurance, Retirement, Estate Planning, Wealth Preservation..., Protection..., Multi-generational..., Annuity Sales, Licensed Life Insurance..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Legacies, Multi-Generational..., Thought Leadership, Licensed in Long-Term..., IRA Rollovers, Account Management, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Relations, Customer Retention, Education Funding..., Investments, LGBT Planning, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Term Life Insurance, Finance, Key Person Protection, Fixed Annuities, Multi-general planning, Multi-general wealth...
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BA, Finance
Wellsville High School 2000 — 2004
New York Life Insurance Company January 2009 - Present
NYLIFE Securities LLC January 2009 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Insurance, Retirement, Estate Planning, Wealth Preservation..., Protection..., Multi-generational..., Annuity Sales, Licensed Life Insurance..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Legacies, Multi-Generational..., Thought Leadership, Licensed in Long-Term..., IRA Rollovers, Account Management, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Relations, Customer Retention, Education Funding..., Investments, LGBT Planning, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Term Life Insurance, Finance, Key Person Protection, Fixed Annuities, Multi-general planning, Multi-general wealth...
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BA, Finance
Wellsville High School 2000 — 2004
Anthony Kern Meyer Anthony Kern Meyer's New York Life Insurance Company Experience December 2014 - March 2015
Job Casino Services Reservations Agent at Caesars Entertainment Corporation
Industry Education Management
Experience
Caesars Entertainment Corporation September 2015 - Present
Kelly Services April 2015 - Present
Anthony Kern Meyer September 1976 - Present
Caesars Entertainment Corporation April 2015 - July 2015
New York Life Insurance Company December 2014 - March 2015
Las Vegas Metropolitan Police Department July 2013 - July 2014
Clark County School District June 2013 - June 2014
The Smith Center February 2013 - April 2014
Daily Bread Indonesia July 2004 - December 2006
Westin Salishan 2001 - 2003
Skills
Sensitive Information, Organizational Diagnosis, Patience, Positive Change, Discretion, Forgiveness, Pastry, Food & Beverage, Culinary Skills, Menu Development, Food, Authenticity, Dignity, Team Orientation, Compassion, Self Worth, Youth Mentoring, Hotels, Banquets, Bakery, Recipes, Cuisine, Restaurant Management, Catering, Training, Bread, Restaurants, Baking, Hospitality Management, Event Management, Corporate Events, Fine Dining, Cooking, Hotel Management, Pre-opening, Hospitality Industry, Food Service, Food Preparation, Social Networking, Hospitality, Customer Service, Food Safety, Cost Control, Leadership, Budgets, Marketing, Sales
Education
The Culinary Institute of America 1974 — 1976
AOS, Culinary Arts
University of South Florida 1969 — 1974
BA, Mass Com Speech
Institute Nationale Boulangerie et Patisserie 1986 — 1986
Certificate, Bakery/Breads and Chocolate
The Richmont Bakery School 1984 — 1984
Certificate, Breads Pastries Cakes
Willi Pfund Sugar School 1984 — 1984
Certificate, Sugar Arts
Confiserie Boccard
pastry bakery
Moreau Hotel
Caesars Entertainment Corporation September 2015 - Present
Kelly Services April 2015 - Present
Anthony Kern Meyer September 1976 - Present
Caesars Entertainment Corporation April 2015 - July 2015
New York Life Insurance Company December 2014 - March 2015
Las Vegas Metropolitan Police Department July 2013 - July 2014
Clark County School District June 2013 - June 2014
The Smith Center February 2013 - April 2014
Daily Bread Indonesia July 2004 - December 2006
Westin Salishan 2001 - 2003
Skills
Sensitive Information, Organizational Diagnosis, Patience, Positive Change, Discretion, Forgiveness, Pastry, Food & Beverage, Culinary Skills, Menu Development, Food, Authenticity, Dignity, Team Orientation, Compassion, Self Worth, Youth Mentoring, Hotels, Banquets, Bakery, Recipes, Cuisine, Restaurant Management, Catering, Training, Bread, Restaurants, Baking, Hospitality Management, Event Management, Corporate Events, Fine Dining, Cooking, Hotel Management, Pre-opening, Hospitality Industry, Food Service, Food Preparation, Social Networking, Hospitality, Customer Service, Food Safety, Cost Control, Leadership, Budgets, Marketing, Sales
Education
The Culinary Institute of America 1974 — 1976
AOS, Culinary Arts
University of South Florida 1969 — 1974
BA, Mass Com Speech
Institute Nationale Boulangerie et Patisserie 1986 — 1986
Certificate, Bakery/Breads and Chocolate
The Richmont Bakery School 1984 — 1984
Certificate, Breads Pastries Cakes
Willi Pfund Sugar School 1984 — 1984
Certificate, Sugar Arts
Confiserie Boccard
pastry bakery
Moreau Hotel
Peter Ramundo Peter Ramundo's New York Life Insurance Company Experience April 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
Bill Verhoff Bill Verhoff's New York Life Insurance Company Experience 2007 - 2008
Job General Manager at Columbus Fibernet
Industry Telecommunications
Experience
Columbus Fibernet April 2015 - Present
Columbus FiberNet December 2011 - Present
Team Fishel January 2008 - December 2011
Team Fishel January 2008 - December 2011
Elford, Inc 2007 - 2008
New York Life Insurance Company 2007 - 2008
The Laptop Guy 2006 - 2007
Chemcote 2004 - 2006
Skills
Construction Management, Social Media, Economic Development, Business Analytics, Strategic Planning, Project Management, Networking, Management, Contract Negotiation, Team Building, Business Development, Training, Sales, Customer Service, Leadership, Process Improvement, Project Planning, Construction, Operations Management, Telecommunications, Budgets
Education
The Ohio State University 2003 — 2008
B.S., Business, Finance
Columbus Fibernet April 2015 - Present
Columbus FiberNet December 2011 - Present
Team Fishel January 2008 - December 2011
Team Fishel January 2008 - December 2011
Elford, Inc 2007 - 2008
New York Life Insurance Company 2007 - 2008
The Laptop Guy 2006 - 2007
Chemcote 2004 - 2006
Skills
Construction Management, Social Media, Economic Development, Business Analytics, Strategic Planning, Project Management, Networking, Management, Contract Negotiation, Team Building, Business Development, Training, Sales, Customer Service, Leadership, Process Improvement, Project Planning, Construction, Operations Management, Telecommunications, Budgets
Education
The Ohio State University 2003 — 2008
B.S., Business, Finance
Christian Hattaway Christian Hattaway's New York Life Insurance Company Experience August 2013 - June 2014
Job Administrative and Support Operations Analyst
Industry Financial Services
Experience
Abbott March 2015 - Present
New York Life Insurance Company August 2013 - June 2014
Youth Opportunities Unlimited April 2013 - August 2013
Seaman Garson LLC June 2012 - February 2013
CVS Caremark Corporation February 2012 - May 2012
Safeguard Properties October 2010 - June 2011
OfficeTeam August 2010 - February 2011
Ohio House of Representatives August 2009 - June 2010
Ohio Democratic Party September 2008 - November 2008
Ohio League of Conservation Voters April 2008 - September 2008
Skills
Customer Service, Politics, Administration, Program Management, Government, Training, Community Outreach, Leadership, Office Administration, Communications Planning, Organizational..., Data Analysis, Problem Solving, Property Management, Political Organizing, File Management, Communication Skills, Legal Procedures, Legislative Relations, PowerPoint, System Administration, Political Campaigns, Grassroots Organizing, Microsoft Office, JSTOR, Mac OS
Education
The Ohio State University 2005 — 2010
Bachelor of Arts, Political Science
Abbott March 2015 - Present
New York Life Insurance Company August 2013 - June 2014
Youth Opportunities Unlimited April 2013 - August 2013
Seaman Garson LLC June 2012 - February 2013
CVS Caremark Corporation February 2012 - May 2012
Safeguard Properties October 2010 - June 2011
OfficeTeam August 2010 - February 2011
Ohio House of Representatives August 2009 - June 2010
Ohio Democratic Party September 2008 - November 2008
Ohio League of Conservation Voters April 2008 - September 2008
Skills
Customer Service, Politics, Administration, Program Management, Government, Training, Community Outreach, Leadership, Office Administration, Communications Planning, Organizational..., Data Analysis, Problem Solving, Property Management, Political Organizing, File Management, Communication Skills, Legal Procedures, Legislative Relations, PowerPoint, System Administration, Political Campaigns, Grassroots Organizing, Microsoft Office, JSTOR, Mac OS
Education
The Ohio State University 2005 — 2010
Bachelor of Arts, Political Science
Leslie Griffin Leslie Griffin's New York Life Insurance Company Experience August 2004 - November 2011
Job Senior Vice President, International Public Policy at UPS
Industry Government Relations
Experience
UPS July 2013 - Present
Fontheim International November 2011 - July 2013
New York Life Insurance Company August 2004 - November 2011
New York Life International February 2009 - April 2010
U.S. Chamber of Commerce 1997 - 2004
Nanjing Normal University, Nanjing, China July 1995 - December 1996
American Petroleum Institute July 1994 - July 1995
Congressional Budget Office March 1991 - July 1994
Skills
Policy Analysis, Public Policy, International Relations, Corporate Social..., Policy, Government, Strategic Communications, Politics, Economics, International..., Trade Associations, Economic Development, Strategy, Chinese, Life Insurance, Political Campaigns, Foreign Policy, Legislation, Legislative Relations, Speech Writing, Coalitions, Community Outreach, Crisis Communications, Crisis Management, Diplomacy, Emerging Markets, Energy Policy, Fundraising, Governance, Grassroots Organizing, International Law, International Trade, Latin America, Mandarin, Grants, Media Relations, Grant Writing, Nonprofits, Political Communication, Message Development, Political Science, Proposal Writing, Public Affairs, Research, Social Impact, Stata, Political Consulting
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
MSc, International Relations
Wellesley College 1985 — 1989
BA, Economics
UPS July 2013 - Present
Fontheim International November 2011 - July 2013
New York Life Insurance Company August 2004 - November 2011
New York Life International February 2009 - April 2010
U.S. Chamber of Commerce 1997 - 2004
Nanjing Normal University, Nanjing, China July 1995 - December 1996
American Petroleum Institute July 1994 - July 1995
Congressional Budget Office March 1991 - July 1994
Skills
Policy Analysis, Public Policy, International Relations, Corporate Social..., Policy, Government, Strategic Communications, Politics, Economics, International..., Trade Associations, Economic Development, Strategy, Chinese, Life Insurance, Political Campaigns, Foreign Policy, Legislation, Legislative Relations, Speech Writing, Coalitions, Community Outreach, Crisis Communications, Crisis Management, Diplomacy, Emerging Markets, Energy Policy, Fundraising, Governance, Grassroots Organizing, International Law, International Trade, Latin America, Mandarin, Grants, Media Relations, Grant Writing, Nonprofits, Political Communication, Message Development, Political Science, Proposal Writing, Public Affairs, Research, Social Impact, Stata, Political Consulting
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
MSc, International Relations
Wellesley College 1985 — 1989
BA, Economics
Allison Contey Allison Contey's New York Life Insurance Company Experience January 2008 - Present
Job Communications Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2008 - Present
The Morgan Library & Museum February 2007 - January 2008
MetLife October 2000 - May 2006
Skills
Creative Direction, Marketing Communications, Executive-level..., Copywriting, Branding & Identity, Strategic Planning, Leadership, Presentation Development, Editing, Copy Editing, Social Media, Creative Writing, Integrated Marketing, Speech Writing, Web Content, Web Content Management, Message Development, Employee Benefits, Organizational Learning, Coaching, Multi-media Marketing..., Marketing, Management, Strategy, Corporate Communications
Education
The New School
Master of Fine Arts (MFA), Creative Writing
University of Virginia
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company January 2008 - Present
The Morgan Library & Museum February 2007 - January 2008
MetLife October 2000 - May 2006
Skills
Creative Direction, Marketing Communications, Executive-level..., Copywriting, Branding & Identity, Strategic Planning, Leadership, Presentation Development, Editing, Copy Editing, Social Media, Creative Writing, Integrated Marketing, Speech Writing, Web Content, Web Content Management, Message Development, Employee Benefits, Organizational Learning, Coaching, Multi-media Marketing..., Marketing, Management, Strategy, Corporate Communications
Education
The New School
Master of Fine Arts (MFA), Creative Writing
University of Virginia
Bachelor of Arts (B.A.), English Language and Literature/Letters
James Caterino James Caterino's New York Life Insurance Company Experience July 2011 - July 2012
Job Territory Manager, Rapid7 & Metasploit
Industry Information Technology and Services
Experience
American Red Cross December 2010 - Present
American Red Cross December 2010 - Present
Rapid7 July 2012 - February 2013
Allied Barton Security March 2012 - December 2012
New York Life Insurance Company July 2011 - July 2012
MIKES PASTRY October 2004 - November 2011
Fund for Peace January 2011 - May 2011
Unites States House of Representatives January 2011 - May 2011
SPRINT January 2004 - May 2008
Skills
Emergency Management, Volunteer Management, Risk Assessment, Government, Policy Analysis, Non-profits, Community Outreach, Public Speaking, Customer Service, Strategic Planning, Event Planning, Data Analysis, Problem Solving, Policy, Penetration Testing, Information Security, Vulnerability Scanning, Social Engineering, Leadership, National Security, Emergency Response to...
Education
The George Washington University 2010 — 2011
MS, Security and Safety Leadership, 3.7
University of Massachusetts at Lowell 2009 — 2009
Graduate Certificate- Security Studies, Homeland Security
University of Massachusetts Lowell
Bachelor of Science, Criminal Justice
American Red Cross December 2010 - Present
American Red Cross December 2010 - Present
Rapid7 July 2012 - February 2013
Allied Barton Security March 2012 - December 2012
New York Life Insurance Company July 2011 - July 2012
MIKES PASTRY October 2004 - November 2011
Fund for Peace January 2011 - May 2011
Unites States House of Representatives January 2011 - May 2011
SPRINT January 2004 - May 2008
Skills
Emergency Management, Volunteer Management, Risk Assessment, Government, Policy Analysis, Non-profits, Community Outreach, Public Speaking, Customer Service, Strategic Planning, Event Planning, Data Analysis, Problem Solving, Policy, Penetration Testing, Information Security, Vulnerability Scanning, Social Engineering, Leadership, National Security, Emergency Response to...
Education
The George Washington University 2010 — 2011
MS, Security and Safety Leadership, 3.7
University of Massachusetts at Lowell 2009 — 2009
Graduate Certificate- Security Studies, Homeland Security
University of Massachusetts Lowell
Bachelor of Science, Criminal Justice
Jerry Ballan,CFP®'s New York Life Insurance Company Experience August 2012 - February 2013
Job IAR, CUSO FINANCIAL SERVICES,L.P. at PenFed Invest
Industry Financial Services
Experience
PenFedInvest October 2014 - Present
New York Life Insurance Company August 2012 - February 2013
Wachovia Securities Financial Network 1970 - 2010
Prudential Financial June 1973 - August 2004
Prudentional Securities 1974 - 2004
Skills
Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Financial Advisory, Insurance, Series 7, Asset Allocation, Retirement, Securities, Series 63, Strategic Financial..., Estate Planning, Wealth Management, Investment Strategies, 401k, Portfolio Management, Asset Management, Small Business, Equities, Goal Oriented, People-oriented, Creative Strategy, Financial Planning, Customer Service, Life Insurance, Annuities, Customer Relations, Financial Services, Finance, Management, Public Speaking, Alternative Investments, Leadership
Education
The Ohio State University,Fisher College of Business 1965 — 1970
B.S. Business Administration, Finance
Melton
Melton
Melton School
The Ohio State University Fisher College of Business
Bachelor's degree, Finance, General
PenFedInvest October 2014 - Present
New York Life Insurance Company August 2012 - February 2013
Wachovia Securities Financial Network 1970 - 2010
Prudential Financial June 1973 - August 2004
Prudentional Securities 1974 - 2004
Skills
Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Financial Advisory, Insurance, Series 7, Asset Allocation, Retirement, Securities, Series 63, Strategic Financial..., Estate Planning, Wealth Management, Investment Strategies, 401k, Portfolio Management, Asset Management, Small Business, Equities, Goal Oriented, People-oriented, Creative Strategy, Financial Planning, Customer Service, Life Insurance, Annuities, Customer Relations, Financial Services, Finance, Management, Public Speaking, Alternative Investments, Leadership
Education
The Ohio State University,Fisher College of Business 1965 — 1970
B.S. Business Administration, Finance
Melton
Melton
Melton School
The Ohio State University Fisher College of Business
Bachelor's degree, Finance, General
Ilisa Gould's New York Life Insurance Company Experience 2013 - Present
Job Bilingual Financial Service Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Nordstrom January 2003 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Friendly Personality, Start-ups, Retail, Multilingual, Retirement Planning, Insurance, Time Management
Education
The New School 2006 — 2008
Bachelor's degree
University of Colorado Boulder 2004 — 2006
Bachelor's degree
JDS
JDS
churchill
New York Life Insurance Company 2013 - Present
Nordstrom January 2003 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Friendly Personality, Start-ups, Retail, Multilingual, Retirement Planning, Insurance, Time Management
Education
The New School 2006 — 2008
Bachelor's degree
University of Colorado Boulder 2004 — 2006
Bachelor's degree
JDS
JDS
churchill
Al Vilar's New York Life Insurance Company Experience November 2002 - August 2004
Job CEO at Apoyo Seguro LLC
Industry Insurance
Experience
Apoyo Seguro, LLC July 2012 - Present
JAG Consulting and Solutions LLC June 2012 - Present
MetLife April 2010 - April 2012
MetLife September 2004 - March 2010
New York Life Insurance Company November 2002 - August 2004
American Express December 1998 - September 2002
American Express December 1994 - November 1998
American Express January 1990 - November 1994
American Express May 1988 - December 1989
Storer Cable Communications May 1986 - April 1988
Skills
Expense Management, Cross Selling, Insurance, Re-engineering, Talent Development, Change Management, Strategic Thinking, Building Relationships, P&L Management, Decision Making, Business Redesign, Business Process..., Business Development, Business Process..., Talent Management, Mergers, Process Improvement, Strategic Planning, Strategy
Education
The Defiance College 1974 — 1978
BS, Accounting/Finance
Apoyo Seguro, LLC July 2012 - Present
JAG Consulting and Solutions LLC June 2012 - Present
MetLife April 2010 - April 2012
MetLife September 2004 - March 2010
New York Life Insurance Company November 2002 - August 2004
American Express December 1998 - September 2002
American Express December 1994 - November 1998
American Express January 1990 - November 1994
American Express May 1988 - December 1989
Storer Cable Communications May 1986 - April 1988
Skills
Expense Management, Cross Selling, Insurance, Re-engineering, Talent Development, Change Management, Strategic Thinking, Building Relationships, P&L Management, Decision Making, Business Redesign, Business Process..., Business Development, Business Process..., Talent Management, Mergers, Process Improvement, Strategic Planning, Strategy
Education
The Defiance College 1974 — 1978
BS, Accounting/Finance
Jacob Rocchi's New York Life Insurance Company Experience May 2011 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
American Benefits Consulting, LLC May 2010 - September 2010
NEW YORK LIFE May 2009 - September 2009
Vineyard Vines April 2008 - March 2009
Skills
PowerPoint, Excel, Word, Access, Insurance, Photoshop, Analysis, Outlook
Education
The George Washington University 2007 — 2011
BBA, Finance
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance/ Marketing
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
American Benefits Consulting, LLC May 2010 - September 2010
NEW YORK LIFE May 2009 - September 2009
Vineyard Vines April 2008 - March 2009
Skills
PowerPoint, Excel, Word, Access, Insurance, Photoshop, Analysis, Outlook
Education
The George Washington University 2007 — 2011
BBA, Finance
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance/ Marketing
John F. Smith, Jr. John F. Smith, Jr.'s New York Life Insurance Company Experience February 2012 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
New York Life Insurance Company March 2011 - Present
Skills
Investments, Small Business, Licensed Life Insurance..., Wealth Preservation..., Asset Protection, Financial Services, Retirement Planning, Retirement, Education Funding..., Supplements to Employee..., Legacy Planning, Customer Satisfaction, Lifetime Income..., IRA Rollovers, Life Insurance..., Licensed in Long-Term..., 401(k) Rollovers
Education
The Ohio State University 1988 — 1990
Chemical Engineering
New York Life Insurance Company February 2012 - Present
New York Life Insurance Company March 2011 - Present
Skills
Investments, Small Business, Licensed Life Insurance..., Wealth Preservation..., Asset Protection, Financial Services, Retirement Planning, Retirement, Education Funding..., Supplements to Employee..., Legacy Planning, Customer Satisfaction, Lifetime Income..., IRA Rollovers, Life Insurance..., Licensed in Long-Term..., 401(k) Rollovers
Education
The Ohio State University 1988 — 1990
Chemical Engineering
Clarke Ryan's New York Life Insurance Company Experience July 2012 - August 2012
Job Analyst at Stella Point Capital
Industry Financial Services
Experience
Stella Point Capital March 2015 - Present
Jefferies July 2014 - March 2015
Jefferies May 2013 - August 2013
New York Life Insurance Company July 2012 - August 2012
Education
Wake Forest University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
London School of Economics and Political Science 2011 — 2011
Economics
Stella Point Capital March 2015 - Present
Jefferies July 2014 - March 2015
Jefferies May 2013 - August 2013
New York Life Insurance Company July 2012 - August 2012
Education
Wake Forest University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
London School of Economics and Political Science 2011 — 2011
Economics
Avshalom Gad Avshalom Gad's New York Life Insurance Company Experience 2004 - 2015
Job Financial Advisor at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company 2004 - 2015
Law Firms January 1997 - January 2002
Skills
Wealth Preservation..., Retirement Plans, Deferred Compensation, Benefits Plan Design, Exit Strategies, Employee Benefits, Wealth, Fixed Annuities, Retirement Planning, Securities, 401k, Investments, Insurance, Retirement, Estate Planning, IRAs, Long-term Care, Lifetime Income...
Education
Landmark Education 2005 — 2011
Law School 1992 — 1996
LL.B, Law
The Hebrew University 1988 — 1991
B.A, Business Management & Sociology
New York Life Insurance Company 2004 - 2015
Law Firms January 1997 - January 2002
Skills
Wealth Preservation..., Retirement Plans, Deferred Compensation, Benefits Plan Design, Exit Strategies, Employee Benefits, Wealth, Fixed Annuities, Retirement Planning, Securities, 401k, Investments, Insurance, Retirement, Estate Planning, IRAs, Long-term Care, Lifetime Income...
Education
Landmark Education 2005 — 2011
Law School 1992 — 1996
LL.B, Law
The Hebrew University 1988 — 1991
B.A, Business Management & Sociology
Ronald Williamson Ronald Williamson's New York Life Insurance Company Experience July 2014 - Present
Job Senior Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2012 - Present
Nationwide Financial May 2011 - August 2011
Mullen January 2011 - February 2011
Worthington Industries January 2008 - August 2010
Fifth Third Bank November 2006 - January 2008
Ameriprise Financial Advisors September 2005 - November 2006
Philip Morris June 2004 - August 2004
Skills
Six Sigma, Program Management, Management, Leadership, Marketing, Sales Management, Financial Analysis, Sales Operations, Microsoft Excel, Analysis, Process Improvement, Team Building, Project Management, Sales, Finance, Microsoft Office, Financial Modeling, Credit Cards, Analytics, Banking, Investments, Customer Service
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
MBA, Marketing and General Management/Consulting
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (BS), Marketing and Transportation Logistics
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company July 2012 - Present
Nationwide Financial May 2011 - August 2011
Mullen January 2011 - February 2011
Worthington Industries January 2008 - August 2010
Fifth Third Bank November 2006 - January 2008
Ameriprise Financial Advisors September 2005 - November 2006
Philip Morris June 2004 - August 2004
Skills
Six Sigma, Program Management, Management, Leadership, Marketing, Sales Management, Financial Analysis, Sales Operations, Microsoft Excel, Analysis, Process Improvement, Team Building, Project Management, Sales, Finance, Microsoft Office, Financial Modeling, Credit Cards, Analytics, Banking, Investments, Customer Service
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
MBA, Marketing and General Management/Consulting
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (BS), Marketing and Transportation Logistics
David Bangs David Bangs's New York Life Insurance Company Experience January 1996 - December 2000
Job Senior Vice President and Division Head at U.S. Bank N.A.
Industry Investment Management
Experience
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
U.S. Bank N.A. August 2011 - Present
New York Life Capital Partners February 2006 - 2010
New York Life Investment Management January 2001 - February 2006
New York Life Insurance Company January 1996 - December 2000
Everen Securities (fka Kemper Securities) January 1992 - December 1995
Manufacturers Hanover Trust January 1984 - December 1991
Skills
Asset Allocation, Risk Management, Credit, Strategic Planning, Management, Regulations, Investments, Asset Managment, Fixed Income, Portfolio Management, Capital Markets, Alternative Investments, Investment Banking, Investment Management, Asset Management, Credit Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The Johns Hopkins University 1979 — 1983
BA, Economics
Shemekia Bailey Msc Shemekia Bailey Msc's New York Life Insurance Company Experience January 2006 - March 2009
Job Director of Insurance at American Family Insurance
Industry Insurance
Experience
American Family Insurance April 2009 - Present
New York Life Insurance Company January 2006 - March 2009
A.S. Watson Group June 2001 - December 2005
Skills
sales, Sales Management, Sales Operations, Sales Process, Direct Sales, Sales Presentations, insurance, Health Insurance, General Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Insurance Law
Education
NYU 1999 — 2000
Master of Science (M.Sc.), Economic
The Ohio State University 1995 — 1998
Bachelor of Arts (B.A.), economic
American Family Insurance April 2009 - Present
New York Life Insurance Company January 2006 - March 2009
A.S. Watson Group June 2001 - December 2005
Skills
sales, Sales Management, Sales Operations, Sales Process, Direct Sales, Sales Presentations, insurance, Health Insurance, General Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Insurance Law
Education
NYU 1999 — 2000
Master of Science (M.Sc.), Economic
The Ohio State University 1995 — 1998
Bachelor of Arts (B.A.), economic
Marisha Chinsky's New York Life Insurance Company Experience July 2000 - July 2003
Job Account Supervisor at Makovsky
Industry Public Relations and Communications
Experience
Makovsky February 2013 - Present
MSLGROUP August 2010 - December 2012
NASDAQ OMX December 2009 - June 2010
Willis Group Holdings November 2006 - March 2009
Risk and Insurance Management Society (RIMS) September 2004 - October 2006
Shore Fire Media July 2003 - March 2004
New York Life Insurance Company July 2000 - July 2003
Claydon Heeley (merged with Targetbase) January 1999 - April 1999
Skills
Media Relations, Press Releases, Corporate Communications, Public Relations, Social Media, Internal Communications, Advertising, Strategic Communications, Fundraising, Email Marketing, Event Planning, Project Management, Integrated Marketing
Education
The New School 2006 — 2009
MA, Media Studies
University of Connecticut 1996 — 2000
BA, Communications
Boston University - Study Abroad/Internship Programme 1999 — 1999
N/A, Advertising/Public Relations/Marketing
Union High School 1992 — 1996
Makovsky February 2013 - Present
MSLGROUP August 2010 - December 2012
NASDAQ OMX December 2009 - June 2010
Willis Group Holdings November 2006 - March 2009
Risk and Insurance Management Society (RIMS) September 2004 - October 2006
Shore Fire Media July 2003 - March 2004
New York Life Insurance Company July 2000 - July 2003
Claydon Heeley (merged with Targetbase) January 1999 - April 1999
Skills
Media Relations, Press Releases, Corporate Communications, Public Relations, Social Media, Internal Communications, Advertising, Strategic Communications, Fundraising, Email Marketing, Event Planning, Project Management, Integrated Marketing
Education
The New School 2006 — 2009
MA, Media Studies
University of Connecticut 1996 — 2000
BA, Communications
Boston University - Study Abroad/Internship Programme 1999 — 1999
N/A, Advertising/Public Relations/Marketing
Union High School 1992 — 1996
Vinh Ho's New York Life Insurance Company Experience January 2011 - March 2013
Job Finance Leader | FP&A. Pricing. Biz Ops.
Industry Internet
Experience
PayPal April 2013 - Present
New York Life Insurance Company January 2011 - March 2013
iQor June 2009 - December 2010
Moody's January 2007 - May 2008
American Express June 2006 - January 2007
GE Money May 2005 - June 2006
GE Insurance January 2003 - April 2005
GE Financial Assurance September 2000 - December 2002
GE Capital January 1998 - September 2000
Skills
Financial Analysis, Strategy, Risk Management, Financial Modeling, Management, Business Analysis, Analysis, Finance, Corporate Finance, Financial Reporting, Strategic Financial..., Business Development, Analytics, Project Management, Financial Services, Leadership, Team Leadership, Operations Management, Mergers & Acquisitions, Process Improvement, Six Sigma, Pricing, People Management, FinTech, Wealth Management..., Payments, Accounting, Revenue Forecasting, Financial Planning, Insurance, Business Operations, Workforce Planning, Longview, SAP
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, Finance
PayPal April 2013 - Present
New York Life Insurance Company January 2011 - March 2013
iQor June 2009 - December 2010
Moody's January 2007 - May 2008
American Express June 2006 - January 2007
GE Money May 2005 - June 2006
GE Insurance January 2003 - April 2005
GE Financial Assurance September 2000 - December 2002
GE Capital January 1998 - September 2000
Skills
Financial Analysis, Strategy, Risk Management, Financial Modeling, Management, Business Analysis, Analysis, Finance, Corporate Finance, Financial Reporting, Strategic Financial..., Business Development, Analytics, Project Management, Financial Services, Leadership, Team Leadership, Operations Management, Mergers & Acquisitions, Process Improvement, Six Sigma, Pricing, People Management, FinTech, Wealth Management..., Payments, Accounting, Revenue Forecasting, Financial Planning, Insurance, Business Operations, Workforce Planning, Longview, SAP
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, Finance
Heather Malkin Nesle's New York Life Insurance Company Experience October 2013 - Present
Job
Industry Philanthropy
Experience
New York Life Insurance Company October 2013 - Present
HSBC June 2006 - Present
Fannie Mae October 2004 - June 2006
Fannie Mae June 2003 - October 2004
Fannie Mae July 1999 - June 2003
National Breast Cancer Coalition 1998 - 1999
National Breast Cancer Coalition 1998 - 1999
National Breast Cancer Coalition 1998 - 1999
Skills
Relationship Management, Financial Services, Strategic Planning, Due Diligence, Program Management, Change Management, Strategy, Vendor Management, Strategic Communications, Nonprofits, Project Management, Business Strategy, Asset Management, Financial Analysis, Fundraising, Leadership, Management, Marketing, Portfolio Management, Public Speaking
Education
The George Washington University 1998 — 1999
MA, Tourism Administration
The George Washington University 1993 — 1997
BA, Communication and Human Services, MA, Tourism Administration
New York Life Insurance Company October 2013 - Present
HSBC June 2006 - Present
Fannie Mae October 2004 - June 2006
Fannie Mae June 2003 - October 2004
Fannie Mae July 1999 - June 2003
National Breast Cancer Coalition 1998 - 1999
National Breast Cancer Coalition 1998 - 1999
National Breast Cancer Coalition 1998 - 1999
Skills
Relationship Management, Financial Services, Strategic Planning, Due Diligence, Program Management, Change Management, Strategy, Vendor Management, Strategic Communications, Nonprofits, Project Management, Business Strategy, Asset Management, Financial Analysis, Fundraising, Leadership, Management, Marketing, Portfolio Management, Public Speaking
Education
The George Washington University 1998 — 1999
MA, Tourism Administration
The George Washington University 1993 — 1997
BA, Communication and Human Services, MA, Tourism Administration
Tim Hancock's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
multiple July 1984 - February 2015
US Navy 1979 - 1984
Skills
Life Insurance, Term Life Insurance, Whole Life, Long Term Care Insurance, Retirement Planning, IRAs, Retirement Savings, Fixed Annuities, Variable Annuities, Mentoring, Program Management, Project Management, ITIL, Management, Process Improvement, Disaster Recovery, Strategic Planning, Team Leadership, Cross-functional Team..., Vendor Management, Telecommunications, Software Documentation, Project Planning, IT Service Management, Customer Service, Healthcare, MS Project, Requirements Analysis, Data Center, Non-profits, SharePoint, Team Building, Enterprise Software, Leadership
Education
The George Washington University 1988 — 1991
MS
United States Naval Academy 1975 — 1979
BSEE
New York Life Insurance Company March 2015 - Present
multiple July 1984 - February 2015
US Navy 1979 - 1984
Skills
Life Insurance, Term Life Insurance, Whole Life, Long Term Care Insurance, Retirement Planning, IRAs, Retirement Savings, Fixed Annuities, Variable Annuities, Mentoring, Program Management, Project Management, ITIL, Management, Process Improvement, Disaster Recovery, Strategic Planning, Team Leadership, Cross-functional Team..., Vendor Management, Telecommunications, Software Documentation, Project Planning, IT Service Management, Customer Service, Healthcare, MS Project, Requirements Analysis, Data Center, Non-profits, SharePoint, Team Building, Enterprise Software, Leadership
Education
The George Washington University 1988 — 1991
MS
United States Naval Academy 1975 — 1979
BSEE
Allison Contey's New York Life Insurance Company Experience January 2008 - Present
Job Corporate Communications, New York Life
Industry Writing and Editing
Experience
New York Life Insurance Company January 2008 - Present
The Morgan Library & Museum January 2007 - January 2008
MetLife 2000 - 2006
Skills
Marketing Communications, Corporate Communications, Copy Editing
Education
The New School 2007 — 2009
MFA
University of Virginia
B.A.
New York Life Insurance Company January 2008 - Present
The Morgan Library & Museum January 2007 - January 2008
MetLife 2000 - 2006
Skills
Marketing Communications, Corporate Communications, Copy Editing
Education
The New School 2007 — 2009
MFA
University of Virginia
B.A.
Brendan Hennessy's New York Life Insurance Company Experience August 2007 - January 2009
Job Consultant
Industry Management Consulting
Experience
Allegiant Global Consulting January 2009 - Present
New York Life Insurance Company August 2007 - January 2009
AXA Advisors March 2005 - July 2007
Skills
Management, Strategy, Financial Analysis, Financial Modeling, Strategic Planning
Education
The Ohio State University Fisher College of Business 1999 — 2005
B.S. & B.A., Finance, International Business, German
Allegiant Global Consulting January 2009 - Present
New York Life Insurance Company August 2007 - January 2009
AXA Advisors March 2005 - July 2007
Skills
Management, Strategy, Financial Analysis, Financial Modeling, Strategic Planning
Education
The Ohio State University Fisher College of Business 1999 — 2005
B.S. & B.A., Finance, International Business, German
Alexandra Wolfe's New York Life Insurance Company Experience 1999 - 2001
Job CPA
Industry Hospital & Health Care
Experience
Lincare Holdings, Inc. August 2012 - September 2013
Lincare Holdings, Inc. June 2007 - August 2012
Outback Steakhouse International February 2005 - June 2007
KPMG January 2003 - February 2005
New York Life Insurance Company 1999 - 2001
Skills
Auditing, Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Accounts Receivable, CPA, Management, GAAP, Risk Assessment
Education
The George Washington University
Lincare Holdings, Inc. August 2012 - September 2013
Lincare Holdings, Inc. June 2007 - August 2012
Outback Steakhouse International February 2005 - June 2007
KPMG January 2003 - February 2005
New York Life Insurance Company 1999 - 2001
Skills
Auditing, Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Accounts Receivable, CPA, Management, GAAP, Risk Assessment
Education
The George Washington University
Chad Carrier's New York Life Insurance Company Experience August 2014 - Present
Job New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Big League Sports April 2009 - July 2013
J.P. Morgan February 2008 - April 2009
Residential Finance Corporation July 2004 - February 2008
Skills
Mortgage Lending, Mortgage Banking, Credit, Sales, Loan Origination, Residential Mortgages, Refinance, Banking, Loans, Finance, Strategic Planning, Investments, Sales Management, Customer Service, Financial Services, Leadership, Credit Analysis, Real Estate, FHA Financing, Marketing, Insurance, Small Business, Financial Analysis, Management, Team Building, First Time Home Buyers, Portfolio Management, Marketing Strategy, Retirement Planning
Education
The Ohio State University 1996 — 2004
Bachelors of Science, Financial Planning and Services
New York Life Insurance Company August 2014 - Present
Big League Sports April 2009 - July 2013
J.P. Morgan February 2008 - April 2009
Residential Finance Corporation July 2004 - February 2008
Skills
Mortgage Lending, Mortgage Banking, Credit, Sales, Loan Origination, Residential Mortgages, Refinance, Banking, Loans, Finance, Strategic Planning, Investments, Sales Management, Customer Service, Financial Services, Leadership, Credit Analysis, Real Estate, FHA Financing, Marketing, Insurance, Small Business, Financial Analysis, Management, Team Building, First Time Home Buyers, Portfolio Management, Marketing Strategy, Retirement Planning
Education
The Ohio State University 1996 — 2004
Bachelors of Science, Financial Planning and Services
Jim Staebler's New York Life Insurance Company Experience September 1992 - May 1995
Job Vice President of Sales, Midwest Region at Quantum Health
Industry Health, Wellness and Fitness
Experience
Quantum Health Vice President of Sales, Mid West RegionQuantum HealthSeptember 2014 - Present
Quantum Health January 2011 - September 2014
Quantum Health January 2009 - January 2011
Aon June 2006 - March 2007
Quantum Health May 2002 - June 2006
Central Benefits May 1998 - April 2002
UnitedHealthcare May 1995 - May 1998
New York Life Insurance Company September 1992 - May 1995
Skills
Managed Care, Business Development, Healthcare Management, Account Management, Health Insurance, Medicare, Healthcare, Employee Benefits, Strategic Planning, Insurance, Health Policy, Hospitals, Program Development, Self-funded, Disease Management, Human Resources, Sales, Healthcare Consulting, Leadership, Team Building, Benefits Administration, Management, Brokers
Education
The Ohio State University 1979 — 1981
Bachelor of Arts,
Quantum Health Vice President of Sales, Mid West RegionQuantum HealthSeptember 2014 - Present
Quantum Health January 2011 - September 2014
Quantum Health January 2009 - January 2011
Aon June 2006 - March 2007
Quantum Health May 2002 - June 2006
Central Benefits May 1998 - April 2002
UnitedHealthcare May 1995 - May 1998
New York Life Insurance Company September 1992 - May 1995
Skills
Managed Care, Business Development, Healthcare Management, Account Management, Health Insurance, Medicare, Healthcare, Employee Benefits, Strategic Planning, Insurance, Health Policy, Hospitals, Program Development, Self-funded, Disease Management, Human Resources, Sales, Healthcare Consulting, Leadership, Team Building, Benefits Administration, Management, Brokers
Education
The Ohio State University 1979 — 1981
Bachelor of Arts,
Michael DePalma's New York Life Insurance Company Experience August 2002 - June 2003
Job Channel Sales at Datto, Inc.
Industry Information Technology and Services
Experience
Datto, Inc. March 2015 - Present
Gilbane Building Company April 2012 - March 2015
Gilbane Building Company January 2007 - April 2012
DeStefano for Governor January 2005 - November 2006
Wells Fargo June 2003 - January 2005
New York Life Insurance Company August 2002 - June 2003
Skills
Public Speaking, Project Management, Customer Service, Contract Management, Construction, Management, Construction Management, Primavera P6, Budgets, RFI, Event Planning, Document Management, Strategic Planning
Education
The Johns Hopkins University 1998 — 2002
Bachelor's degree, Political Science
Datto, Inc. March 2015 - Present
Gilbane Building Company April 2012 - March 2015
Gilbane Building Company January 2007 - April 2012
DeStefano for Governor January 2005 - November 2006
Wells Fargo June 2003 - January 2005
New York Life Insurance Company August 2002 - June 2003
Skills
Public Speaking, Project Management, Customer Service, Contract Management, Construction, Management, Construction Management, Primavera P6, Budgets, RFI, Event Planning, Document Management, Strategic Planning
Education
The Johns Hopkins University 1998 — 2002
Bachelor's degree, Political Science
Leandro Rohde's New York Life Insurance Company Experience December 2000 - April 2011
Job Offshore and trade loans at Citi
Industry International Trade and Development
Experience
Citi February 2014 - Present
On-Line Marketing Systems May 2011 - Present
New York Life Insurance Company December 2000 - April 2011
International Development Associates January 1997 - January 2000
Mississippi Consortium for International Development January 1993 - January 1996
Ponta Grossa State University January 1988 - January 1989
Skills
Digital Marketing, Email Marketing, Marketing Communications, Advertising, Marketing Strategy, Analysis, Strategic Planning, Portuguese, Spanish, Investments, Online Advertising, New Business Development, Blogging, Social Media, Marketing Management, Market Research, SEO, Management, International Trade, Letters of Credit, Import/Export Operations, Export Finance
Education
The Ohio State University 1989 — 1993
MS, Economics with Concentration in Agriculture, 3.1
FAE University 1987 — 1988
Specialization, Information systems, 3.3
UFPR University 1983 — 1988
BS, Agronomy and Crop Science/Agricultural Engineering, 3.3
FESP University 1980 — 1983
BS, Business Administration, 3.7
Citi February 2014 - Present
On-Line Marketing Systems May 2011 - Present
New York Life Insurance Company December 2000 - April 2011
International Development Associates January 1997 - January 2000
Mississippi Consortium for International Development January 1993 - January 1996
Ponta Grossa State University January 1988 - January 1989
Skills
Digital Marketing, Email Marketing, Marketing Communications, Advertising, Marketing Strategy, Analysis, Strategic Planning, Portuguese, Spanish, Investments, Online Advertising, New Business Development, Blogging, Social Media, Marketing Management, Market Research, SEO, Management, International Trade, Letters of Credit, Import/Export Operations, Export Finance
Education
The Ohio State University 1989 — 1993
MS, Economics with Concentration in Agriculture, 3.1
FAE University 1987 — 1988
Specialization, Information systems, 3.3
UFPR University 1983 — 1988
BS, Agronomy and Crop Science/Agricultural Engineering, 3.3
FESP University 1980 — 1983
BS, Business Administration, 3.7
Cheryl Eng's New York Life Insurance Company Experience April 2013 - Present
Job Senior Actuarial Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2013 - Present
AXA Equitable August 2009 - April 2013
AXA Equitable June 2008 - July 2008
MetLife June 2007 - August 2007
Skills
Financial Modeling, Microsoft Excel, Actuarial Science, GGY AXIS
Education
The Johns Hopkins University 2005 — 2009
M.S./B.S., Applied Math and Statistics
New York Life Insurance Company April 2013 - Present
AXA Equitable August 2009 - April 2013
AXA Equitable June 2008 - July 2008
MetLife June 2007 - August 2007
Skills
Financial Modeling, Microsoft Excel, Actuarial Science, GGY AXIS
Education
The Johns Hopkins University 2005 — 2009
M.S./B.S., Applied Math and Statistics
Joel Staich's New York Life Insurance Company Experience May 2010 - Present
Job Dedicated Financial Services Professional helping families in the Mansfield area develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Skills
401k Rollovers, Insurance, Retirement Planning, Estate Planning, Permanent Life Insurance, Succession Planning, Term Life Insurance, Long Term Care Insurance, Key Person Insurance, IRA Rollovers, Annuity Sales, Education Funding, Financial Services, Guaranteed Lifetime..., Small Business, Wealth Preservation..., IRAs, Customer Service
Education
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Business Administration
Mansfield Christian School
High School
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Skills
401k Rollovers, Insurance, Retirement Planning, Estate Planning, Permanent Life Insurance, Succession Planning, Term Life Insurance, Long Term Care Insurance, Key Person Insurance, IRA Rollovers, Annuity Sales, Education Funding, Financial Services, Guaranteed Lifetime..., Small Business, Wealth Preservation..., IRAs, Customer Service
Education
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Business Administration
Mansfield Christian School
High School
Caroline Weatherill's New York Life Insurance Company Experience April 2005 - February 2006
Job NonProfit Professional
Industry Philanthropy
Experience
The American College 2007 - 2008
Kenexa April 2006 - May 2007
New York Life Insurance Company April 2005 - February 2006
Education
The Ohio State University 2000 — 2004
Bachelor of Science, Consumer Affairs
The American College 2007 - 2008
Kenexa April 2006 - May 2007
New York Life Insurance Company April 2005 - February 2006
Education
The Ohio State University 2000 — 2004
Bachelor of Science, Consumer Affairs
Sabrina Fozio's New York Life Insurance Company Experience August 2009 - Present
Job Financial Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company August 2009 - Present
Education
The University of Akron 1999 — 2004
BA, Fashion Merchandising
Firestone High School 1995 — 1999
New York Life Insurance Company August 2009 - Present
Education
The University of Akron 1999 — 2004
BA, Fashion Merchandising
Firestone High School 1995 — 1999
Wendy Fix's New York Life Insurance Company Experience August 2004 - June 2008
Job Markdown Team Associate at TJMaxx/Home Goods
Industry Executive Office
Experience
TJMaxx/Home Goods May 2014 - Present
Dan McDermott May 2012 - February 2014
Santa Clara Unified School District October 2008 - October 2011
New York Life Insurance Company August 2004 - June 2008
Skills
Special Education, Classroom, Educational Technology, Tutoring, Elementary Education, Teaching, Lesson Planning, Literacy, Public Speaking, Translation, Higher Education, ESL, Editing, Spanish
Education
The National Hispanic University 2008 — 2009
Certificate, Language Interpretation and Translation
Minnesota State University 1997 — 2003
Bachelor of Science (B.S.), Spanish
University of Guadalajara 2001 — 2002
Spanish Language and Literature
TJMaxx/Home Goods May 2014 - Present
Dan McDermott May 2012 - February 2014
Santa Clara Unified School District October 2008 - October 2011
New York Life Insurance Company August 2004 - June 2008
Skills
Special Education, Classroom, Educational Technology, Tutoring, Elementary Education, Teaching, Lesson Planning, Literacy, Public Speaking, Translation, Higher Education, ESL, Editing, Spanish
Education
The National Hispanic University 2008 — 2009
Certificate, Language Interpretation and Translation
Minnesota State University 1997 — 2003
Bachelor of Science (B.S.), Spanish
University of Guadalajara 2001 — 2002
Spanish Language and Literature
Hadd Francis's New York Life Insurance Company Experience May 2011 - December 2013
Job Chief Investment Officer at The Pension & Retirement Group, LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - December 2013
Skills
Retirement Planning, Investments, Life Insurance, Fixed Annuities, 401k, Retirement, Strategic Financial..., Insurance, IRAs, Series 6, Long-term Care, Asset Allocation, Mutual Funds, Securities, Leadership, Customer Service, Financial Planning, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2009
MBA, Investment Management
West Chester University of Pennsylvania
BA, Communication Studies
New York Life Insurance Company May 2011 - December 2013
Skills
Retirement Planning, Investments, Life Insurance, Fixed Annuities, 401k, Retirement, Strategic Financial..., Insurance, IRAs, Series 6, Long-term Care, Asset Allocation, Mutual Funds, Securities, Leadership, Customer Service, Financial Planning, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2009
MBA, Investment Management
West Chester University of Pennsylvania
BA, Communication Studies
Teri Wayne's New York Life Insurance Company Experience December 2014 - Present
Job Corporate Vice President, Digital at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company July 2012 - December 2014
AIG December 2009 - July 2012
AIG February 2003 - December 2009
AIG December 2001 - February 2003
AIG May 1999 - December 2001
University of Delaware October 1986 - April 1999
Visual Education Corporation 1984 - 1986
Random House 1982 - 1984
McGraw-Hill Higher Education 1980 - 1982
Skills
Customer Experience..., Web Analytics, Content Management, Search, B2C, B2B, E-commerce, Online Marketing, Offshoring, User Experience, Strategy, Product Management, Client Service Oriented, Analytics, Digital Marketing, Customer Experience, Project Management, Email Marketing, Enterprise Software, Online Advertising, SDLC, Client Services, Business Analysis, Vendor Management, Marketing
Education
University of Delaware - Lerner College of Business and Economics
MBA, Marketing & eCommerce
The Ohio State University
Graduate Fellow, English Language and Literature/Letters
University of Delaware
BA, English Language and Literature/Letters
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company July 2012 - December 2014
AIG December 2009 - July 2012
AIG February 2003 - December 2009
AIG December 2001 - February 2003
AIG May 1999 - December 2001
University of Delaware October 1986 - April 1999
Visual Education Corporation 1984 - 1986
Random House 1982 - 1984
McGraw-Hill Higher Education 1980 - 1982
Skills
Customer Experience..., Web Analytics, Content Management, Search, B2C, B2B, E-commerce, Online Marketing, Offshoring, User Experience, Strategy, Product Management, Client Service Oriented, Analytics, Digital Marketing, Customer Experience, Project Management, Email Marketing, Enterprise Software, Online Advertising, SDLC, Client Services, Business Analysis, Vendor Management, Marketing
Education
University of Delaware - Lerner College of Business and Economics
MBA, Marketing & eCommerce
The Ohio State University
Graduate Fellow, English Language and Literature/Letters
University of Delaware
BA, English Language and Literature/Letters
Juliana Damopoulos's New York Life Insurance Company Experience June 2009 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
Indepndent Advisor June 2012 - Present
New York Life Insurance Company June 2009 - Present
Miles-McClellan Construction May 2005 - May 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
International Business
Indepndent Advisor June 2012 - Present
New York Life Insurance Company June 2009 - Present
Miles-McClellan Construction May 2005 - May 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2008
International Business
Aimee Boulanger's New York Life Insurance Company Experience May 2002 - Present
Job Professional
Industry Insurance
Experience
New York Life Insurance Company May 2002 - Present
Education
The Ohio State University 1996 — 2001
Bachelor of Science, Financial Management
New York Life Insurance Company May 2002 - Present
Education
The Ohio State University 1996 — 2001
Bachelor of Science, Financial Management
James Zinser's New York Life Insurance Company Experience January 1980 - December 1996
Job Account Executive at AIG
Industry Insurance
Experience
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
Ben Gyepi-Garbrah's New York Life Insurance Company Experience
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Education
Harvard Unioversity 1976 — 1982
Ph.D, Population Sciences, Health, Economics
The London School of Economics and Political Science (LSE) 1966 — 1969
M.Sc, Demography, Sociology, Statistics, Psychology
University of Ghana 1962 — 1965
B.A., Sociology, Demography, Economics, Anthropology
New York Life Insurance Company
Education
Harvard Unioversity 1976 — 1982
Ph.D, Population Sciences, Health, Economics
The London School of Economics and Political Science (LSE) 1966 — 1969
M.Sc, Demography, Sociology, Statistics, Psychology
University of Ghana 1962 — 1965
B.A., Sociology, Demography, Economics, Anthropology
Jonathan Riggs ChFC's New York Life Insurance Company Experience May 1989 - Present
Job New York Life
Industry Financial Services
Experience
New York Life Insurance Company May 1989 - Present
Visiting Angels July 2007 - Present
Medical Mutual of Ohio 1991 - Present
Skills
Accounting, Budgets, Public Speaking
Education
The American College 1991 — 2000
ChFC
The Ohio State University 1976 — 1980
BS, Finance
New York Life Insurance Company May 1989 - Present
Visiting Angels July 2007 - Present
Medical Mutual of Ohio 1991 - Present
Skills
Accounting, Budgets, Public Speaking
Education
The American College 1991 — 2000
ChFC
The Ohio State University 1976 — 1980
BS, Finance
George Ghneim's New York Life Insurance Company Experience September 1970 - April 1994
Job Owner, G.G. Insurance & Financial Services
Industry Insurance
Experience
G.G. Insurance & Financial Services September 1970 - Present
The Canada Life Assurance Company April 1994 - July 2013
New York Life Insurance Company September 1970 - April 1994
Skills
Small Business, New Business Development, Business Strategy, Customer Service, Negotiation, Team Building, Real Estate, Business Planning, Marketing Strategy, Investments, Coaching, Marketing, Contract Negotiation, Sales Management, Project Management, Budgets, Public Relations, Sales, Change Management, Property & Casualty..., Insurance, Strategic Planning, Microsoft Office, Financial Analysis, Risk Management, Strategic Financial..., Retirement Planning, Leadership, Banking, Life Insurance, Management, Term Life Insurance, Operations Management, Critical Illness, Team Leadership, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Portfolio Management, Wealth, Process Improvement, Business Development, Financial Planning
Education
Technical & Teacher Training Institute, Siblin, Lebanon 1963 — 1964
Diploma in Teaching & Management, Archtectural Construction and Surveying
The Faculty of Engineering at Lund University 1961 — 1962
Diploma, Archtectural Drafting & Design
Kalandia Technical College 1958 — 1961
Architectural Drafting & Design
Ramallah Secondary Boys School 1948 — 1958
High School, Accounting
G.G. Insurance & Financial Services September 1970 - Present
The Canada Life Assurance Company April 1994 - July 2013
New York Life Insurance Company September 1970 - April 1994
Skills
Small Business, New Business Development, Business Strategy, Customer Service, Negotiation, Team Building, Real Estate, Business Planning, Marketing Strategy, Investments, Coaching, Marketing, Contract Negotiation, Sales Management, Project Management, Budgets, Public Relations, Sales, Change Management, Property & Casualty..., Insurance, Strategic Planning, Microsoft Office, Financial Analysis, Risk Management, Strategic Financial..., Retirement Planning, Leadership, Banking, Life Insurance, Management, Term Life Insurance, Operations Management, Critical Illness, Team Leadership, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Portfolio Management, Wealth, Process Improvement, Business Development, Financial Planning
Education
Technical & Teacher Training Institute, Siblin, Lebanon 1963 — 1964
Diploma in Teaching & Management, Archtectural Construction and Surveying
The Faculty of Engineering at Lund University 1961 — 1962
Diploma, Archtectural Drafting & Design
Kalandia Technical College 1958 — 1961
Architectural Drafting & Design
Ramallah Secondary Boys School 1948 — 1958
High School, Accounting
Evan Okin's New York Life Insurance Company Experience May 2012 - Present
Job Actuarial Student at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Citigroup May 2011 - August 2011
Alpha Kappa Psi - Rho Psi Chapter December 2009 - December 2010
Citigroup June 2010 - June 2010
JHU Applied Math Department January 2010 - May 2010
Circle K International - JHU May 2009 - May 2010
Johns Hopkins University January 2009 - June 2009
NYS Office of State Deputy Comptroller June 2008 - August 2008
Education
The Johns Hopkins University 2007 — 2012
BS/MS, Applied Mathematics & Statistics; Economics; Entrepeneurship & Management
The Johns Hopkins University
Master of Science (MS), Applied Mathematics
New York Life Insurance Company May 2012 - Present
Citigroup May 2011 - August 2011
Alpha Kappa Psi - Rho Psi Chapter December 2009 - December 2010
Citigroup June 2010 - June 2010
JHU Applied Math Department January 2010 - May 2010
Circle K International - JHU May 2009 - May 2010
Johns Hopkins University January 2009 - June 2009
NYS Office of State Deputy Comptroller June 2008 - August 2008
Education
The Johns Hopkins University 2007 — 2012
BS/MS, Applied Mathematics & Statistics; Economics; Entrepeneurship & Management
The Johns Hopkins University
Master of Science (MS), Applied Mathematics
Tony McCleery's New York Life Insurance Company Experience October 2015 - Present
Job Agent at New York Life Insurance Company
Industry Real Estate
Experience
New York Life Insurance Company October 2015 - Present
Anthem Homes January 2000 - Present
Anthem Contractors, Inc January 2006 - October 2015
Thompson & Associates August 2002 - April 2005
Skills
Investment Properties, Real Estate Development, Residential Homes, Sales Management, Contract Negotiation, Sales, Project Management, Team Building, Real Estate, Marketing Strategy, Strategic Planning, Management, Property Management
Education
Wright State University 1991 — 1992
Partial MBA, Marketing
The Ohio State University 1983 — 1988
Bachelor's of Mechanical Engineering B.S.M.E., Electromechanical Engineering
New York Life Insurance Company October 2015 - Present
Anthem Homes January 2000 - Present
Anthem Contractors, Inc January 2006 - October 2015
Thompson & Associates August 2002 - April 2005
Skills
Investment Properties, Real Estate Development, Residential Homes, Sales Management, Contract Negotiation, Sales, Project Management, Team Building, Real Estate, Marketing Strategy, Strategic Planning, Management, Property Management
Education
Wright State University 1991 — 1992
Partial MBA, Marketing
The Ohio State University 1983 — 1988
Bachelor's of Mechanical Engineering B.S.M.E., Electromechanical Engineering
Isaac Kpodonou's New York Life Insurance Company Experience May 2008 - August 2008
Job Senior Actuarial Consultant at Aetna
Industry Insurance
Experience
Aetna October 2014 - Present
Aetna March 2013 - October 2014
Aetna January 2012 - March 2013
Princeton Survey Research Associates September 2010 - January 2012
Klemm Analysis Group September 2009 - December 2009
New York Life Insurance Company May 2008 - August 2008
Skills
VBA, Access, Microsoft Excel, SQL, SAS Base, Actuarial Science, SAS, Statistical Modeling, Predictive Modeling, R, Data Analysis, Statistics, Data Mining, SAS programming, Quantitative Analytics, Insurance
Education
The George Washington University 2009 — 2011
Masters, Statistics
Aetna October 2014 - Present
Aetna March 2013 - October 2014
Aetna January 2012 - March 2013
Princeton Survey Research Associates September 2010 - January 2012
Klemm Analysis Group September 2009 - December 2009
New York Life Insurance Company May 2008 - August 2008
Skills
VBA, Access, Microsoft Excel, SQL, SAS Base, Actuarial Science, SAS, Statistical Modeling, Predictive Modeling, R, Data Analysis, Statistics, Data Mining, SAS programming, Quantitative Analytics, Insurance
Education
The George Washington University 2009 — 2011
Masters, Statistics
Brijesh Raval's New York Life Insurance Company Experience December 2013 - Present
Job Finance Transformation Specialist, Project Manager and Solution Architect
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2013 - Present
AIG April 2010 - November 2013
Deloitte Consulting September 2004 - April 2010
GE September 2000 - September 2004
Skills
Business Analysis, SAP ERP, Insurance, SAP R/3, Business Process, Business Process..., SAP Implementation, SAP, SDLC, Business Process Design, ERP, IT Strategy, Management Consulting, Requirements Analysis, PMO, Solution Architecture, Data Migration, Project Management, Business Process...
Education
The Institute of Chartered Accountants of India 1995 — 1999
CA
Narsee Monjee 1992 — 1995
B. Com
New York Life Insurance Company December 2013 - Present
AIG April 2010 - November 2013
Deloitte Consulting September 2004 - April 2010
GE September 2000 - September 2004
Skills
Business Analysis, SAP ERP, Insurance, SAP R/3, Business Process, Business Process..., SAP Implementation, SAP, SDLC, Business Process Design, ERP, IT Strategy, Management Consulting, Requirements Analysis, PMO, Solution Architecture, Data Migration, Project Management, Business Process...
Education
The Institute of Chartered Accountants of India 1995 — 1999
CA
Narsee Monjee 1992 — 1995
B. Com
Shanti Takemoto's New York Life Insurance Company Experience May 2014 - Present
Job Financial Professional
Industry Transportation/Trucking/Railroad
Experience
New York Life Insurance Company May 2014 - Present
Coastal Transport August 2011 - October 2012
Terra Prima Enterprises 2009 - 2010
Skills
Illustration, Figure Drawing, Painting, Sculpture, Financial Services, Life Insurance, Order Processing, Customer Service
Education
The Evergreen State College 2000 — 2004
Bachelor of Arts, Visual Arts
New York Life Insurance Company May 2014 - Present
Coastal Transport August 2011 - October 2012
Terra Prima Enterprises 2009 - 2010
Skills
Illustration, Figure Drawing, Painting, Sculpture, Financial Services, Life Insurance, Order Processing, Customer Service
Education
The Evergreen State College 2000 — 2004
Bachelor of Arts, Visual Arts
Doug Ridgway's New York Life Insurance Company Experience November 1999 - September 2014
Job Director of Employee Development
Industry Financial Services
Experience
New York Life Insurance Company November 1999 - September 2014
Skills
Strategic Planning, Customer Service, Employee Benefits, Process Improvement, Leadership Development, Team Building, Certified Change..., Organizational..., Performance Management, Training, Leadership, Coaching, Employee Relations, Recruiting, Life Insurance, Employee Training
Education
The Ohio State University 1980 — 1989
Bachelors of Science, Psychology, Family Relations and Human Development
Prosci Change Management Institute 2012 — 2012
Certified Organizational Change Management, Organizational Leadership, Certified
New York Life Insurance Company November 1999 - September 2014
Skills
Strategic Planning, Customer Service, Employee Benefits, Process Improvement, Leadership Development, Team Building, Certified Change..., Organizational..., Performance Management, Training, Leadership, Coaching, Employee Relations, Recruiting, Life Insurance, Employee Training
Education
The Ohio State University 1980 — 1989
Bachelors of Science, Psychology, Family Relations and Human Development
Prosci Change Management Institute 2012 — 2012
Certified Organizational Change Management, Organizational Leadership, Certified
Millicent (Mimi) Mickle's New York Life Insurance Company Experience January 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC empowering individuals, families, & communities
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Chatfield College February 2014 - June 2014
Millicent "Mimi" Mickle January 1993 - December 2013
State Farm 2009 - September 2011
Skills
Building Relationships, Personal Finance, Life Insurance, Strategic Planning, Team Building, Training, Marketing, Leadership, Insurance, Coaching, Finance, Research, Editing, Customer Service, Management, Leadership Development, Fundraising, Microsoft Office, Nonprofits, Business Insurance..., Legacy Planning, Protection..., Licensed in Long-Term...
Education
The Ohio State University 1984 — 1986
Master of Arts, College Student Personnel Administration
Wittenberg University 1980 — 1984
Bachelor of Arts, English, Mathematics
University of Cincinnati
PhD Candidate, Sociology
New York Life Insurance Company January 2014 - Present
Chatfield College February 2014 - June 2014
Millicent "Mimi" Mickle January 1993 - December 2013
State Farm 2009 - September 2011
Skills
Building Relationships, Personal Finance, Life Insurance, Strategic Planning, Team Building, Training, Marketing, Leadership, Insurance, Coaching, Finance, Research, Editing, Customer Service, Management, Leadership Development, Fundraising, Microsoft Office, Nonprofits, Business Insurance..., Legacy Planning, Protection..., Licensed in Long-Term...
Education
The Ohio State University 1984 — 1986
Master of Arts, College Student Personnel Administration
Wittenberg University 1980 — 1984
Bachelor of Arts, English, Mathematics
University of Cincinnati
PhD Candidate, Sociology
Erica Edman Carrig's New York Life Insurance Company Experience March 2015 - Present
Job Assistant General Counsel at New York Life Insurance Company
Industry Law Practice
Experience
New York Life Insurance Company March 2015 - Present
MetLife March 2012 - March 2015
Pillsbury Winthrop Shaw Pittman September 2001 - March 2012
Skills
Privacy Law, Appeals, Corporate Governance, Bankruptcy, Legal Research, Licensing, Litigation, Arbitration, Corporate Law, Data Privacy, Civil Litigation, Intellectual Property, Commercial Litigation, Finance, Trials, Mergers
Education
Tulane University Law School 1999 — 2001
JD
The College of Wooster 1993 — 1997
B.A.
New York Life Insurance Company March 2015 - Present
MetLife March 2012 - March 2015
Pillsbury Winthrop Shaw Pittman September 2001 - March 2012
Skills
Privacy Law, Appeals, Corporate Governance, Bankruptcy, Legal Research, Licensing, Litigation, Arbitration, Corporate Law, Data Privacy, Civil Litigation, Intellectual Property, Commercial Litigation, Finance, Trials, Mergers
Education
Tulane University Law School 1999 — 2001
JD
The College of Wooster 1993 — 1997
B.A.
Hugh Haney's New York Life Insurance Company Experience May 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Wireless Zone - Verizon Wireless Premium Retailer October 2011 - February 2012
Skills
Wireless, Retail Sales, Direct Sales, Mobile Technology, Mobile Communications, Mobile Devices, Wireless Networking, Blackberry, Sales, Cold Calling, Retail, Sales Management
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), Economics
New York Life Insurance Company May 2012 - Present
Wireless Zone - Verizon Wireless Premium Retailer October 2011 - February 2012
Skills
Wireless, Retail Sales, Direct Sales, Mobile Technology, Mobile Communications, Mobile Devices, Wireless Networking, Blackberry, Sales, Cold Calling, Retail, Sales Management
Education
The Ohio State University 2007 — 2011
Bachelor of Arts (BA), Economics
Christopher Varano's New York Life Insurance Company Experience July 2008 - Present
Job Senior Service Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2008 - Present
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelors, Operations Management
New York Life Insurance Company July 2008 - Present
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelors, Operations Management
Doug Lathrop's New York Life Insurance Company Experience August 2008 - Present
Job Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2008 - Present
EDS January 2006 - August 2008
U.S. House of Representatives January 2001 - January 2006
American Legislative Exchange Council 1999 - 2001
Congressional Quarterly 1993 - 1994
Skills
Government Relations, Government Affairs, Public Policy, Strategic Partnerships, Healthcare, Government, Legislation, Fundraising, Governmental Affairs, Public Relations, Strategic Planning, Legislative Relations, Strategy, Policy Analysis, Politics, Policy, Strategic Communications
Education
University of Massachusetts, Amherst 1996 — 1999
Ph.D, Political Science
The George Washington University 1993 — 1995
Master of Arts, Legislative Affairs
The University of Connecticut 1989 — 1993
Bachelor of Arts, History
New York Life Insurance Company August 2008 - Present
EDS January 2006 - August 2008
U.S. House of Representatives January 2001 - January 2006
American Legislative Exchange Council 1999 - 2001
Congressional Quarterly 1993 - 1994
Skills
Government Relations, Government Affairs, Public Policy, Strategic Partnerships, Healthcare, Government, Legislation, Fundraising, Governmental Affairs, Public Relations, Strategic Planning, Legislative Relations, Strategy, Policy Analysis, Politics, Policy, Strategic Communications
Education
University of Massachusetts, Amherst 1996 — 1999
Ph.D, Political Science
The George Washington University 1993 — 1995
Master of Arts, Legislative Affairs
The University of Connecticut 1989 — 1993
Bachelor of Arts, History
suzanne pierson's New York Life Insurance Company Experience 2007 - 2010
Job AIT at First Community Village
Industry Financial Services
Experience
First Community Village January 2012 - Present
New York Life Insurance Company 2007 - 2010
Hilliard City School District August 2006 - May 2008
Education
The Ohio State University 2000 — 2005
Master of Education (M.Ed.), Elementary Education and Teaching
First Community Village January 2012 - Present
New York Life Insurance Company 2007 - 2010
Hilliard City School District August 2006 - May 2008
Education
The Ohio State University 2000 — 2005
Master of Education (M.Ed.), Elementary Education and Teaching
Paul J. Kenkel's New York Life Insurance Company Experience January 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company January 2011 - Present
Combined Life Insurance November 2005 - December 2010
Skills
Helping Clients, Problem Solving, Strategic Financial..., Business Planning, Wealth Accumulation, Goal Oriented, Retirement Planning, Saving for Education, Individual Pension Plans, Mutual Funds, Long-term Care, Payroll, Life Insurance, Investments, Financial Services, Securities, Finance, Retirement
Education
The John Marshall Law School
Xavier University
Bachelor of Arts (B.A.)
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company January 2011 - Present
Combined Life Insurance November 2005 - December 2010
Skills
Helping Clients, Problem Solving, Strategic Financial..., Business Planning, Wealth Accumulation, Goal Oriented, Retirement Planning, Saving for Education, Individual Pension Plans, Mutual Funds, Long-term Care, Payroll, Life Insurance, Investments, Financial Services, Securities, Finance, Retirement
Education
The John Marshall Law School
Xavier University
Bachelor of Arts (B.A.)
HARESH TRIVEDI's New York Life Insurance Company Experience October 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - Present
SOLID SURFACE SPECILTIES 1998 - 2012
Skills
Management, Sales, Life Insurance, Employee Benefits, Licensed Life and..., Permanent Life Insurance, Retirement Planning, 401k Rollovers, Fixed Annuities
Education
The Maharaja Sayajirao University of Baroda 1972 — 1976
Bachelor of Commerce (B.Com.), Accounts and Auditing
New York Life Insurance Company October 2014 - Present
SOLID SURFACE SPECILTIES 1998 - 2012
Skills
Management, Sales, Life Insurance, Employee Benefits, Licensed Life and..., Permanent Life Insurance, Retirement Planning, 401k Rollovers, Fixed Annuities
Education
The Maharaja Sayajirao University of Baroda 1972 — 1976
Bachelor of Commerce (B.Com.), Accounts and Auditing
Annie Moy MA, ALMI, ACS's New York Life Insurance Company Experience April 2015 - Present
Job Service Representative
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company April 2007 - Present
New York Life Insurance Company August 2005 - March 2007
Skills
Fixed Annuities, Retirement, Life Insurance, Whole Life, Financial Planners, Time Management, Underwriting, Retirement Planning, Customer Service, Financial Advisory, Pensions, Universal Life, Asset Allocation, Finance
Education
New School University 2007 — 2010
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
SUNY College at Old Westbury 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company April 2007 - Present
New York Life Insurance Company August 2005 - March 2007
Skills
Fixed Annuities, Retirement, Life Insurance, Whole Life, Financial Planners, Time Management, Underwriting, Retirement Planning, Customer Service, Financial Advisory, Pensions, Universal Life, Asset Allocation, Finance
Education
New School University 2007 — 2010
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
SUNY College at Old Westbury 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Logan Cope's New York Life Insurance Company Experience
Job Student at The Ohio State University
Industry Insurance
Experience
New York Life Insurance Company
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, Customer Service
Education
The Ohio State University 2010 — 2014
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing
New York Life Insurance Company
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, Customer Service
Education
The Ohio State University 2010 — 2014
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing
Natasha S. Hazzard's New York Life Insurance Company Experience 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Bank of America March 2012 - February 2013
Skills
Customer Satisfaction, Office Administration, Administrative..., Typing, People Skills, Sales Process, Computer Proficiency
Education
The New England Institute of Art 2003 — 2005
Associate of Science (A.S.), Audio Production, 12
New York Life Insurance Company 2014 - Present
Bank of America March 2012 - February 2013
Skills
Customer Satisfaction, Office Administration, Administrative..., Typing, People Skills, Sales Process, Computer Proficiency
Education
The New England Institute of Art 2003 — 2005
Associate of Science (A.S.), Audio Production, 12
Omar Ashmawy's New York Life Insurance Company Experience May 2013 - Present
Job Student at The George Washington University
Industry
Experience
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Rapid Results Tutoring May 2011 - August 2011
Education
The George Washington University 2010 — 2014
Hauppauge High School 2007 — 2010
High school diploma
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company May 2012 - August 2012
Rapid Results Tutoring May 2011 - August 2011
Education
The George Washington University 2010 — 2014
Hauppauge High School 2007 — 2010
High school diploma
Brian Royal's New York Life Insurance Company Experience May 1999 - Present
Job Insurance Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 1999 - Present
Skills
Life Insurance, Estate Planning, Fixed Annuities
Education
The George Washington University 1989 — 1992
Bachelor of Science (B.S.), Communication, General
New York Life Insurance Company May 1999 - Present
Skills
Life Insurance, Estate Planning, Fixed Annuities
Education
The George Washington University 1989 — 1992
Bachelor of Science (B.S.), Communication, General
Vinamra VJ Jha's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
The Blackwell Inn August 2010 - January 2013
Skills
Retirement Planning, Estate Planning, Life Insurance, Mutual Funds, Investments, IRAs, Tax Diversification, College Savings Plans, Fixed Annuities, Variable Annuities, Portfolio Management
Education
The Ohio State University
Bachelor’s Degree, Business
New York Life Insurance Company March 2013 - Present
The Blackwell Inn August 2010 - January 2013
Skills
Retirement Planning, Estate Planning, Life Insurance, Mutual Funds, Investments, IRAs, Tax Diversification, College Savings Plans, Fixed Annuities, Variable Annuities, Portfolio Management
Education
The Ohio State University
Bachelor’s Degree, Business