New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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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
Denisse Olivas Denisse Olivas's New York Life Insurance Company Experience March 2002 - November 2002
Job Director of Center for Hispanic Entrepreneurship at The University of Texas at El Paso | Marketing Faculty
Industry Marketing and Advertising
Experience
The University of Texas at El Paso May 2013 - Present
The University of Texas at El Paso August 2013 - Present
Independent January 2011 - April 2013
University of North Texas January 2010 - December 2010
University of North Texas-CSLM November 2008 - December 2010
PowerPact July 2008 - September 2008
Razor Competitive Edge October 2007 - May 2008
University of New Mexico-C&G November 2004 - May 2007
JCPenney January 2003 - November 2004
New York Life Insurance Company March 2002 - November 2002
Skills
Hispanic Marketing, Direct Marketing, Project Management, Retail Management, Customer Relations, Social Media Marketing, Marketing, Web Marketing, Email Marketing, Market Research, Blogging, Entrepreneurship, Public Relations, Social Media, Strategic Planning, Marketing Strategy, Public Speaking, Advertising, Customer Service, Strategy, Event Planning, SEO, Leadership, CRM, Press Releases, Training, Nonprofits, Management, Creative Direction, Editing, Spanish, Sales, Budgets, Copywriting, Time Management, Market Planning, Social Networking, Research, Analysis, Marketing Communications, Event Management, Business Planning, Online Marketing, Fundraising
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
MBA, Marketing
The University of Texas at El Paso 1998 — 2002
BBA, Marketing and Computer Information Systems
The University of Texas at El Paso May 2013 - Present
The University of Texas at El Paso August 2013 - Present
Independent January 2011 - April 2013
University of North Texas January 2010 - December 2010
University of North Texas-CSLM November 2008 - December 2010
PowerPact July 2008 - September 2008
Razor Competitive Edge October 2007 - May 2008
University of New Mexico-C&G November 2004 - May 2007
JCPenney January 2003 - November 2004
New York Life Insurance Company March 2002 - November 2002
Skills
Hispanic Marketing, Direct Marketing, Project Management, Retail Management, Customer Relations, Social Media Marketing, Marketing, Web Marketing, Email Marketing, Market Research, Blogging, Entrepreneurship, Public Relations, Social Media, Strategic Planning, Marketing Strategy, Public Speaking, Advertising, Customer Service, Strategy, Event Planning, SEO, Leadership, CRM, Press Releases, Training, Nonprofits, Management, Creative Direction, Editing, Spanish, Sales, Budgets, Copywriting, Time Management, Market Planning, Social Networking, Research, Analysis, Marketing Communications, Event Management, Business Planning, Online Marketing, Fundraising
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
MBA, Marketing
The University of Texas at El Paso 1998 — 2002
BBA, Marketing and Computer Information Systems
Mark Montoya Mark Montoya's New York Life Insurance Company Experience June 2013 - Present
Job Unemployed
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
New York LIfe Insurance Company May 2013 - January 2015
New Mexico Army National Guard April 2003 - August 2009
Skills
Annuity Sales, Asset Protection, Business exit strategies, Buy-sell Agreements, Customer Satisfaction, Direct Sales, Personal Finance, Estate Planning, Education funding..., Wealth Preservation..., Insurance, Customer Service, Retirement Planning, Retirement, Sales
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2014
Bachelor of Business Administration (BBA), Marketing Operations
New York Life Insurance Company June 2013 - Present
New York LIfe Insurance Company May 2013 - January 2015
New Mexico Army National Guard April 2003 - August 2009
Skills
Annuity Sales, Asset Protection, Business exit strategies, Buy-sell Agreements, Customer Satisfaction, Direct Sales, Personal Finance, Estate Planning, Education funding..., Wealth Preservation..., Insurance, Customer Service, Retirement Planning, Retirement, Sales
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2014
Bachelor of Business Administration (BBA), Marketing Operations
Karen Dick Karen Dick's New York Life Insurance Company Experience June 1999 - October 1999
Job Visual Manager at Macy's
Industry Retail
Experience
Macy's February 2001 - Present
New York Life Insurance Company June 1999 - October 1999
US Male Retail Stores June 1996 - August 1998
Skills
Store Management, Retail, Loss Prevention, Retail Sales, Apparel, Fashion, Trend Analysis, Store Operations, Merchandise Planning, Assortment, Styling, Trend, Inventory Management, Driving Results, Window Displays, Sales, Inventory Control, New Store Openings, Merchandising
Education
The University of Memphis 1995 — 1999
Bachelor's degree, Political Science and Government, B
Union City High School 1991 — 1995
Macy's February 2001 - Present
New York Life Insurance Company June 1999 - October 1999
US Male Retail Stores June 1996 - August 1998
Skills
Store Management, Retail, Loss Prevention, Retail Sales, Apparel, Fashion, Trend Analysis, Store Operations, Merchandise Planning, Assortment, Styling, Trend, Inventory Management, Driving Results, Window Displays, Sales, Inventory Control, New Store Openings, Merchandising
Education
The University of Memphis 1995 — 1999
Bachelor's degree, Political Science and Government, B
Union City High School 1991 — 1995
Jody Joiner, J.D. Jody Joiner, J.D.'s New York Life Insurance Company Experience October 2011 - February 2013
Job Legal Counsel at INTEGRIS Health
Industry Hospital & Health Care
Experience
INTEGRIS Health February 2013 - Present
New York Life Insurance Company October 2011 - February 2013
Turner House Children's Clinic November 2010 - January 2011
Polsinelli Shughart PC November 2004 - December 2009
Missouri Hospital Association September 1998 - October 2004
Missouri Attorney General's Office August 1993 - September 1998
Skills
Management, Non-profits, Public Speaking, Hospitals, Compliance, Healthcare, Contract Negotiation, Nonprofits, Legal Advice, Policy, Team Building
Education
University of Kansas School of Law 1990 — 1993
Juris Doctor
The University of Kansas 1984 — 1988
Bachelor of Arts, Psychology
INTEGRIS Health February 2013 - Present
New York Life Insurance Company October 2011 - February 2013
Turner House Children's Clinic November 2010 - January 2011
Polsinelli Shughart PC November 2004 - December 2009
Missouri Hospital Association September 1998 - October 2004
Missouri Attorney General's Office August 1993 - September 1998
Skills
Management, Non-profits, Public Speaking, Hospitals, Compliance, Healthcare, Contract Negotiation, Nonprofits, Legal Advice, Policy, Team Building
Education
University of Kansas School of Law 1990 — 1993
Juris Doctor
The University of Kansas 1984 — 1988
Bachelor of Arts, Psychology
Ashley Cooke's New York Life Insurance Company Experience November 2013 - January 2015
Job
Industry Insurance
Experience
The Brady Crawford State Farm Insurance Agency, LLC July 2015 - Present
PDT Management, LLC January 2015 - July 2015
New York Life Insurance Company November 2013 - January 2015
Amdia Software, LLC April 2013 - November 2013
Cookie's Pet Care, LLC July 2011 - February 2013
Elite Pet Care January 2009 - July 2011
Careerbuilder.com June 2008 - December 2008
Newell Rubbermaid January 2007 - May 2008
Randstad January 2006 - January 2007
Skills
Marketing, Sales, Lead Generation, Account Management, Digital Strategy, Email Marketing, Salesforce.com, New Business Development, Sales Process, Marketing Strategy, Digital Media, Marketing Communications, Advertising, Recruiting, Marathon, Blogging, Writing, SEO, YouTube, Website Development, Building Relationships, Business Development, Solution Selling, WordPress, Market Planning, Sales Presentations, Property & Casualty..., Life Insurance, Customer Retention, Training
Education
University of Kansas 2001 — 2005
Bachelor of Arts, Communication Studies
CIMBA, Paderno del Grappo, Italy Undergraduate Summer Study Abroad Program 2005 — 2005
Certificate of Completion, Business Communications
St. Tereasa's Academy 1997 — 2001
College Preparatory School
The Brady Crawford State Farm Insurance Agency, LLC July 2015 - Present
PDT Management, LLC January 2015 - July 2015
New York Life Insurance Company November 2013 - January 2015
Amdia Software, LLC April 2013 - November 2013
Cookie's Pet Care, LLC July 2011 - February 2013
Elite Pet Care January 2009 - July 2011
Careerbuilder.com June 2008 - December 2008
Newell Rubbermaid January 2007 - May 2008
Randstad January 2006 - January 2007
Skills
Marketing, Sales, Lead Generation, Account Management, Digital Strategy, Email Marketing, Salesforce.com, New Business Development, Sales Process, Marketing Strategy, Digital Media, Marketing Communications, Advertising, Recruiting, Marathon, Blogging, Writing, SEO, YouTube, Website Development, Building Relationships, Business Development, Solution Selling, WordPress, Market Planning, Sales Presentations, Property & Casualty..., Life Insurance, Customer Retention, Training
Education
University of Kansas 2001 — 2005
Bachelor of Arts, Communication Studies
CIMBA, Paderno del Grappo, Italy Undergraduate Summer Study Abroad Program 2005 — 2005
Certificate of Completion, Business Communications
St. Tereasa's Academy 1997 — 2001
College Preparatory School
Tram-Anh Nguyen Tram-Anh Nguyen's New York Life Insurance Company Experience 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Piedmont Counseling Services, Inc 2009 - 2012
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Long-term Care, Life Insurance
Education
The University of Georgia 2004 — 2006
Master of Education (MEd), Counseling Psychology
The University of Georgia 2000 — 2004
Bachelor of Science (BS), Psychology
New York Life Insurance Company 2013 - Present
Piedmont Counseling Services, Inc 2009 - 2012
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Long-term Care, Life Insurance
Education
The University of Georgia 2004 — 2006
Master of Education (MEd), Counseling Psychology
The University of Georgia 2000 — 2004
Bachelor of Science (BS), Psychology
Paula Lueske's New York Life Insurance Company Experience April 2013 - March 2015
Job Financial Advisor
Industry Financial Services
Experience
Wealth Concepts Financial Group March 2015 - Present
New York Life Insurance Company April 2013 - March 2015
Sysco January 2012 - April 2013
mise en place, llc January 2005 - December 2011
Books24x7 April 2002 - October 2003
Element K November 2000 - April 2002
National Education Training Group (NETg) March 1995 - November 2000
Computer Associates International May 1987 - March 1995
General Dynamics August 1985 - May 1987
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Multi-Tasking Skills, Protection..., Retirement Planning, Small Business, Time Management, Sales Management, Wealth Preservation..., Direct Sales, Account Management, Business Development, Event Planning, Life Insurance, Marketing, Marketing Strategy, Strategic Planning, Customer Service
Education
Johnson & Wales University 2003 — 2004
BA, Culinary Arts
The University of Kansas 1982 — 1985
BS, Computer Science
Wealth Concepts Financial Group March 2015 - Present
New York Life Insurance Company April 2013 - March 2015
Sysco January 2012 - April 2013
mise en place, llc January 2005 - December 2011
Books24x7 April 2002 - October 2003
Element K November 2000 - April 2002
National Education Training Group (NETg) March 1995 - November 2000
Computer Associates International May 1987 - March 1995
General Dynamics August 1985 - May 1987
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Multi-Tasking Skills, Protection..., Retirement Planning, Small Business, Time Management, Sales Management, Wealth Preservation..., Direct Sales, Account Management, Business Development, Event Planning, Life Insurance, Marketing, Marketing Strategy, Strategic Planning, Customer Service
Education
Johnson & Wales University 2003 — 2004
BA, Culinary Arts
The University of Kansas 1982 — 1985
BS, Computer Science
William PJ Scalf William PJ Scalf's New York Life Insurance Company Experience 2011 - 2013
Job VP of Accounts at SBA Advisors
Industry Staffing and Recruiting
Experience
SBA Advisors February 2013 - Present
New York Life Insurance Company 2011 - 2013
Texas Nissan of Grapevine 2010 - 2012
Skills
Loans, Account Management, Sales Management, Series 7, Financial Analysis, Estate Planning, Credit, Mortgage Lending, Interviews, Banking, Sales, Time Management, Recruiting, Management, Business Development, Credit Analysis, Commercial Lending, Small Business Lending
Education
The University of Memphis 2009 — 2009
Communication and Media Studies
University of North Texas 2004 — 2006
English Language and Literature, General
SBA Advisors February 2013 - Present
New York Life Insurance Company 2011 - 2013
Texas Nissan of Grapevine 2010 - 2012
Skills
Loans, Account Management, Sales Management, Series 7, Financial Analysis, Estate Planning, Credit, Mortgage Lending, Interviews, Banking, Sales, Time Management, Recruiting, Management, Business Development, Credit Analysis, Commercial Lending, Small Business Lending
Education
The University of Memphis 2009 — 2009
Communication and Media Studies
University of North Texas 2004 — 2006
English Language and Literature, General
Richard Mussett Richard Mussett's New York Life Insurance Company Experience June 2014 - January 2015
Job Experienced budget manager, accountant, computer technician and educator.
Industry Education Management
Experience
Methodist Healthcare February 2015 - Present
New York Life Insurance Company June 2014 - January 2015
Fayette-Ware Comprehensive High School August 2012 - July 2014
First Horizon March 2009 - June 2011
Crichton College October 2007 - October 2008
Trustmark National Bank May 2001 - September 2007
Peoples Bank April 1999 - May 2001
Skills
Accounting, Secondary Education, Personal Finance, Life Insurance, Customer Service, Customer Satisfaction, Budget Management, Computer Network..., Strategic Planning, Software Documentation, Management, Sales, Loans, Leadership, Team Building
Education
The University of Memphis 2010 — 2012
MAT, Curriculum and Instruction - Secondary Education, 3.63
The University of Memphis 1972 — 1977
BBA, Accounting, 2.31
Columbia Military Academy 1969 — 1972
High School
Methodist Healthcare February 2015 - Present
New York Life Insurance Company June 2014 - January 2015
Fayette-Ware Comprehensive High School August 2012 - July 2014
First Horizon March 2009 - June 2011
Crichton College October 2007 - October 2008
Trustmark National Bank May 2001 - September 2007
Peoples Bank April 1999 - May 2001
Skills
Accounting, Secondary Education, Personal Finance, Life Insurance, Customer Service, Customer Satisfaction, Budget Management, Computer Network..., Strategic Planning, Software Documentation, Management, Sales, Loans, Leadership, Team Building
Education
The University of Memphis 2010 — 2012
MAT, Curriculum and Instruction - Secondary Education, 3.63
The University of Memphis 1972 — 1977
BBA, Accounting, 2.31
Columbia Military Academy 1969 — 1972
High School
Russell Atkinson Russell Atkinson's New York Life Insurance Company Experience July 2013 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company February 2011 - September 2012
NYLIFE Securities LLC 2002 - 2004
New York Life Insurance Company 2001 - 2004
Skills
Retirement Planning, Life Insurance, Insurance, Leadership, Retirement, Fixed Annuities, Estate Planning, Financial Services, Financial Planning, Investments
Education
The University of Georgia 1993 — 1998
Speech Communications, Communications
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company February 2011 - September 2012
NYLIFE Securities LLC 2002 - 2004
New York Life Insurance Company 2001 - 2004
Skills
Retirement Planning, Life Insurance, Insurance, Leadership, Retirement, Fixed Annuities, Estate Planning, Financial Services, Financial Planning, Investments
Education
The University of Georgia 1993 — 1998
Speech Communications, Communications
A. Suzanna Chavez, PMP's New York Life Insurance Company Experience June 2014 - February 2015
Job Project Manager at Intel Corporation
Industry Information Technology and Services
Experience
Intel Corporation September 2015 - Present
Examiner.com / AXS.com May 2010 - Present
Real Time Solutions, Inc. February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
United Way of Central Indiana July 2011 - March 2013
United Way of Central Indiana October 2009 - July 2011
Amore Lawns, LLC March 2009 - March 2010
Booz Allen Hamilton June 2007 - April 2009
Central New Mexico Community College August 2004 - June 2007
University of New Mexico September 2001 - April 2004
Skills
Building Relationships, Protection..., Education Funding..., Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Legacy Planning, Estate Planning, Personal Finance, Asset Protection, Life Insurance..., Leadership, Customer Satisfaction, Creative Problem Solving, Writing, Public Speaking, Time Management, Business Insurance..., Business Networking, Communication, Grandchild Gifting, Licensed in Long Term..., Multi-tasking Skills, Relationship Management, Retirement Planning, Seminar Marketing, Service Delivery, Supplements to Employee..., Small Business, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Account Management, Charitable Giving, Problem Solving, Organizational..., Project Management, Relationship Building, Program Management, Fundraising, Strategic Communications, Marketing Communications
Education
University of Phoenix 2004 — 2006
MBA, Marketing
The University of New Mexico 1994 — 1999
BA, Psychology
Robert H Goddard High School
Intel Corporation September 2015 - Present
Examiner.com / AXS.com May 2010 - Present
Real Time Solutions, Inc. February 2015 - Present
New York Life Insurance Company June 2014 - February 2015
United Way of Central Indiana July 2011 - March 2013
United Way of Central Indiana October 2009 - July 2011
Amore Lawns, LLC March 2009 - March 2010
Booz Allen Hamilton June 2007 - April 2009
Central New Mexico Community College August 2004 - June 2007
University of New Mexico September 2001 - April 2004
Skills
Building Relationships, Protection..., Education Funding..., Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Legacy Planning, Estate Planning, Personal Finance, Asset Protection, Life Insurance..., Leadership, Customer Satisfaction, Creative Problem Solving, Writing, Public Speaking, Time Management, Business Insurance..., Business Networking, Communication, Grandchild Gifting, Licensed in Long Term..., Multi-tasking Skills, Relationship Management, Retirement Planning, Seminar Marketing, Service Delivery, Supplements to Employee..., Small Business, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Account Management, Charitable Giving, Problem Solving, Organizational..., Project Management, Relationship Building, Program Management, Fundraising, Strategic Communications, Marketing Communications
Education
University of Phoenix 2004 — 2006
MBA, Marketing
The University of New Mexico 1994 — 1999
BA, Psychology
Robert H Goddard High School
Randall Hammerquist, CLU®, Agent Randall Hammerquist, CLU®, Agent's New York Life Insurance Company Experience May 1978 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 1978 - Present
Education
The University of South Dakota 1970 — 1975
BS, Business Administration
New York Life Insurance Company May 1978 - Present
Education
The University of South Dakota 1970 — 1975
BS, Business Administration
Matt Yepez Matt Yepez's New York Life Insurance Company Experience December 2009 - June 2015
Job Career Development Facilitator I at The University of New Mexico
Industry Higher Education
Experience
University of New Mexico August 2015 - Present
University of New Mexico - Robert O. Anderson School of Management January 2014 - Present
New York Life Insurance Company December 2009 - June 2015
New York Life Insurance Company March 2006 - December 2009
Skills
Recruiting, Marketing, Mentoring, Customer Service, Strategic Planning, Sales, Leadership, Leadership Development, Human Resources
Education
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (MBA)
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration (BBA)
University of New Mexico August 2015 - Present
University of New Mexico - Robert O. Anderson School of Management January 2014 - Present
New York Life Insurance Company December 2009 - June 2015
New York Life Insurance Company March 2006 - December 2009
Skills
Recruiting, Marketing, Mentoring, Customer Service, Strategic Planning, Sales, Leadership, Leadership Development, Human Resources
Education
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (MBA)
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration (BBA)
Rathika Ramadoss's New York Life Insurance Company Experience October 2013 - Present
Job International Customer Service
Industry Wholesale
Experience
New York Life Insurance Company October 2013 - Present
SEL 2012 - 2013
Indian Village Inc. May 2011 - July 2012
Skills
Customer Service, Customer Satisfaction, International Logistics, Communication, Small Business, Foreign Languages, Bookkeeping, Inventory Management, QuickBooks, Account Reconciliation, Wholesale Operations
Education
The University of New Mexico 2008 — 2011
Linguistics
University of Chicago 2006 — 2007
Undeclared
New York Life Insurance Company October 2013 - Present
SEL 2012 - 2013
Indian Village Inc. May 2011 - July 2012
Skills
Customer Service, Customer Satisfaction, International Logistics, Communication, Small Business, Foreign Languages, Bookkeeping, Inventory Management, QuickBooks, Account Reconciliation, Wholesale Operations
Education
The University of New Mexico 2008 — 2011
Linguistics
University of Chicago 2006 — 2007
Undeclared
Kyle Welker's New York Life Insurance Company Experience January 2007 - January 2008
Job Wealth Strategist at FMB Advisors
Industry Financial Services
Experience
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
FMB Advisors January 2014 - Present
oXYGen Financial Inc March 2013 - March 2014
E*TRADE Financial September 2011 - March 2013
Waddell & Reed February 2009 - September 2011
Volunteer Income Tax Assistance Program January 2008 - April 2008
New York Life Insurance Company January 2007 - January 2008
Universal Financial Group January 2002 - August 2003
Skills
Strategic Financial..., Securities, Investments, Asset Management, Retirement Planning, Fixed Income, Series 7, Portfolio Management, Wealth Management, Equities, Financial Advisory, Financial Planners, Estate Planning, Financial Analysis, Relationship Management, Life Insurance, Asset Managment, Retirement, Investment Strategies
Education
The University of Georgia 2003 — 2008
Bachelors, Family Financial Planning
Joe Jares's New York Life Insurance Company Experience July 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
City of Sioux Falls May 2010 - July 2011
Skills
IRAs, Retirement Planning, College Savings Plans, Mutual Funds, Fixed Annuities, Retirement, Strategic Financial..., Investments, Series 63, Wealth Management, Life Insurance, Equities, Estate Planning, Portfolio Management, Fixed Income, Asset Allocation, Insurance, Disability Insurance, Long-term Care, Financial Planning
Education
The University of South Dakota 2008 — 2012
Bachelor of Science (B.S.), Finance, General
New York Life Insurance Company July 2012 - Present
City of Sioux Falls May 2010 - July 2011
Skills
IRAs, Retirement Planning, College Savings Plans, Mutual Funds, Fixed Annuities, Retirement, Strategic Financial..., Investments, Series 63, Wealth Management, Life Insurance, Equities, Estate Planning, Portfolio Management, Fixed Income, Asset Allocation, Insurance, Disability Insurance, Long-term Care, Financial Planning
Education
The University of South Dakota 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Terence Brown, Jr Terence Brown, Jr's New York Life Insurance Company Experience July 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
Kraft Foods September 2011 - April 2012
Kraft Foods January 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Time Management, Research, Outlook, Event Planning, Teamwork, Inventory Management, Data Entry, Marketing Research, Access
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2010
Bachelor of Arts (BA), Finance, General
New York Life Insurance Company July 2012 - Present
Kraft Foods September 2011 - April 2012
Kraft Foods January 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Time Management, Research, Outlook, Event Planning, Teamwork, Inventory Management, Data Entry, Marketing Research, Access
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2010
Bachelor of Arts (BA), Finance, General
Patrick D. Sullivan Patrick D. Sullivan's New York Life Insurance Company Experience August 2001 - July 2010
Job Head of Alternative Distribution Strategies
Industry Insurance
Experience
Aetna October 2013 - Present
ActiveHealth Management August 2012 - September 2013
Aetna August 2010 - August 2012
New York Life Insurance Company August 2001 - July 2010
Skills
Medicare, Health Insurance, Strategic Planning, CRM, Enterprise Software, Strategy, Insurance, Business Development, Employee Benefits, Leadership, Cross-functional Team..., Marketing, Consulting, Financial Analysis, Management
Education
The University of Connecticut School of Business 2008 — 2010
MBA, Finance & Management
The University of Connecticut 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Aetna October 2013 - Present
ActiveHealth Management August 2012 - September 2013
Aetna August 2010 - August 2012
New York Life Insurance Company August 2001 - July 2010
Skills
Medicare, Health Insurance, Strategic Planning, CRM, Enterprise Software, Strategy, Insurance, Business Development, Employee Benefits, Leadership, Cross-functional Team..., Marketing, Consulting, Financial Analysis, Management
Education
The University of Connecticut School of Business 2008 — 2010
MBA, Finance & Management
The University of Connecticut 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Luke Walters's New York Life Insurance Company Experience April 2012 - December 2012
Job Engagement & Recognition Specialist | HR Technology @LukeWalters81
Industry Computer Software
Experience
Achievers January 2014 - Present
Revel Systems December 2012 - January 2014
New York Life Insurance Company April 2012 - December 2012
Camp Gladiator March 2012 - October 2012
Complete Nutrition February 2011 - April 2012
University of Colorado Boulder August 2005 - December 2010
Skills
Sales, Employee Engagement, Leadership, Coaching, Public Speaking, Enterprise Software, Social Media, Marketing, Social Networking, Business Development, Time Management, Business Strategy, Sports, Fitness, Strength Training, Customer Service, Personal Training, Fitness Training, Facebook, Cpr Certified
Education
University of Colorado Boulder 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Environmental Science
The University of New Mexico 2005 — 2007
NASM (National Academy of Sports Medicine)
ThunderRidge high school
Achievers January 2014 - Present
Revel Systems December 2012 - January 2014
New York Life Insurance Company April 2012 - December 2012
Camp Gladiator March 2012 - October 2012
Complete Nutrition February 2011 - April 2012
University of Colorado Boulder August 2005 - December 2010
Skills
Sales, Employee Engagement, Leadership, Coaching, Public Speaking, Enterprise Software, Social Media, Marketing, Social Networking, Business Development, Time Management, Business Strategy, Sports, Fitness, Strength Training, Customer Service, Personal Training, Fitness Training, Facebook, Cpr Certified
Education
University of Colorado Boulder 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Environmental Science
The University of New Mexico 2005 — 2007
NASM (National Academy of Sports Medicine)
ThunderRidge high school
Jacob Luithle Jacob Luithle's New York Life Insurance Company Experience February 2014 - August 2015
Job Senior Life Product Specialist
Industry Insurance
Experience
Prudential Financial September 2015 - Present
NYLIFE Securities LLC September 2014 - August 2015
New York Life Insurance Company February 2014 - August 2015
Buffalo Wild Wings May 2008 - March 2014
Hillsboro High School August 2011 - November 2011
Hillsboro Medical Center June 2005 - May 2007
Skills
Insurance, Life Insurance, Retirement Planning, Life Insurance..., Lifetime Income..., Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Leadership, Risk Management, Grandchild Gifting, Education Funding..., Protection..., Social Media, Management, Public Speaking, Financial Services, Customer Service, Team Building
Education
The University of North Dakota 2007 — 2013
Bachelor of Science (B.S.), Mathematics
Hillsboro High School 2003 — 2007
Prudential Financial September 2015 - Present
NYLIFE Securities LLC September 2014 - August 2015
New York Life Insurance Company February 2014 - August 2015
Buffalo Wild Wings May 2008 - March 2014
Hillsboro High School August 2011 - November 2011
Hillsboro Medical Center June 2005 - May 2007
Skills
Insurance, Life Insurance, Retirement Planning, Life Insurance..., Lifetime Income..., Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Leadership, Risk Management, Grandchild Gifting, Education Funding..., Protection..., Social Media, Management, Public Speaking, Financial Services, Customer Service, Team Building
Education
The University of North Dakota 2007 — 2013
Bachelor of Science (B.S.), Mathematics
Hillsboro High School 2003 — 2007
adam tafoya adam tafoya's New York Life Insurance Company Experience 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry International Affairs
Experience
New York Life Insurance Company 2014 - Present
New York Life Insurance Company July 2013 - Present
Center for Academic program support January 2011 - May 2013
Preventive Pest Control May 2009 - August 2011
Stone Age Climbing Gym January 2005 - May 2009
LDS Church November 2006 - November 2008
Skills
Public Speaking, Volunteer Management, Teaching, Spanish, Writing, Microsoft Office, Editing, PowerPoint, Research, Word, Translation, Mentoring, Portuguese, Customer Service, English, Public Relations, International Relations, Mac OS X, Intercultural..., Microsoft Excel, Entrepreneurship, Microsoft Word
Education
The University of New Mexico 2005 — 2012
BS, Portuguese/ Spanish Major
Highland High School 2001 — 2005
New York Life Insurance Company 2014 - Present
New York Life Insurance Company July 2013 - Present
Center for Academic program support January 2011 - May 2013
Preventive Pest Control May 2009 - August 2011
Stone Age Climbing Gym January 2005 - May 2009
LDS Church November 2006 - November 2008
Skills
Public Speaking, Volunteer Management, Teaching, Spanish, Writing, Microsoft Office, Editing, PowerPoint, Research, Word, Translation, Mentoring, Portuguese, Customer Service, English, Public Relations, International Relations, Mac OS X, Intercultural..., Microsoft Excel, Entrepreneurship, Microsoft Word
Education
The University of New Mexico 2005 — 2012
BS, Portuguese/ Spanish Major
Highland High School 2001 — 2005
Andy Priesman's New York Life Insurance Company Experience November 2002 - January 2004
Job President & General Manager
Industry Insurance
Experience
Greenway Insurance & Risk Management Agency, Inc. January 2004 - Present
New York Life Insurance Company November 2002 - January 2004
Skills
Insurance, Professional Liability, Umbrella Insurance, Workers Compensation, Casualty Insurance, Employment Practices..., Errors, General Insurance, Health Insurance, Legal Liability, Liability, Life Insurance, Risk Management, Term Life Insurance, Underwriting, Property, Motorcycle, Inland Marine, Commercial Insurance, Employee Benefits
Education
The University of Kansas
Greenway Insurance & Risk Management Agency, Inc. January 2004 - Present
New York Life Insurance Company November 2002 - January 2004
Skills
Insurance, Professional Liability, Umbrella Insurance, Workers Compensation, Casualty Insurance, Employment Practices..., Errors, General Insurance, Health Insurance, Legal Liability, Liability, Life Insurance, Risk Management, Term Life Insurance, Underwriting, Property, Motorcycle, Inland Marine, Commercial Insurance, Employee Benefits
Education
The University of Kansas
Rick Berg Rick Berg's New York Life Insurance Company Experience 2009 - 2011
Job CEO | AdShark Marketing | Strategic Digital Marketing
Industry Marketing and Advertising
Experience
AdShark Marketing August 2013 - Present
Myriad Mobile January 2013 - Present
DogIDs.com October 2014 - Present
Kycker March 2014 - Present
7-Day Clinic January 2012 - January 2013
DealsND June 2011 - March 2012
New York Life Insurance Company 2009 - 2011
Skills
Marketing, Marketing Strategy, Email Marketing, Entrepreneurship, Sales, Website Monetization, Google Analytics, Corporate Branding, Business Development, Key Account Management, Mobile Applications, Android, iOS, Mobile Product..., Mobile Strategy, Private Pilot, Google Adwords, PPC, SEM, SEO, Re-marketing, Retargeting, Display Advertising, Analytics, Online Advertising, Mobile Devices, Web Marketing, Account Management, Poker, Strategy, B2B, Facebook, Start-ups, Social Media Marketing, Advertising, Digital Marketing, Social Media, Online Marketing
Education
The University of North Dakota 2002 — 2008
Marketing, Commercial Aviation
AdShark Marketing August 2013 - Present
Myriad Mobile January 2013 - Present
DogIDs.com October 2014 - Present
Kycker March 2014 - Present
7-Day Clinic January 2012 - January 2013
DealsND June 2011 - March 2012
New York Life Insurance Company 2009 - 2011
Skills
Marketing, Marketing Strategy, Email Marketing, Entrepreneurship, Sales, Website Monetization, Google Analytics, Corporate Branding, Business Development, Key Account Management, Mobile Applications, Android, iOS, Mobile Product..., Mobile Strategy, Private Pilot, Google Adwords, PPC, SEM, SEO, Re-marketing, Retargeting, Display Advertising, Analytics, Online Advertising, Mobile Devices, Web Marketing, Account Management, Poker, Strategy, B2B, Facebook, Start-ups, Social Media Marketing, Advertising, Digital Marketing, Social Media, Online Marketing
Education
The University of North Dakota 2002 — 2008
Marketing, Commercial Aviation
Colby Flynn Colby Flynn's New York Life Insurance Company Experience July 2008 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2008 - Present
Skills
Retirement Planning, Investments, Sales, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Series 63, Estate Planning, IRAs, Mutual Funds, Asset Allocation, Strategic Financial..., Series 6, Wealth Management, 401k, Investment Strategies, Financial Planning
Education
The University of Montana - School of Business Administration 2004 — 2008
Finance
New York Life Insurance Company July 2008 - Present
Skills
Retirement Planning, Investments, Sales, Fixed Annuities, Disability Insurance, Retirement, Life Insurance, Series 63, Estate Planning, IRAs, Mutual Funds, Asset Allocation, Strategic Financial..., Series 6, Wealth Management, 401k, Investment Strategies, Financial Planning
Education
The University of Montana - School of Business Administration 2004 — 2008
Finance
Shashi Paleti Shashi Paleti's New York Life Insurance Company Experience September 2013 - Present
Job SAP Enterprise Architect (ECC,BW,BPC,HANA,BIIP,Fiori,SAP SF,IA,BOBJ,Analysis Office) at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
Keysoft Consulting, Inc. August 2004 - September 2013
Airgas October 2012 - June 2013
Innogence August 2010 - December 2012
KPMG May 2011 - October 2012
Fresenius Medical Care August 2008 - April 2011
Allstate December 2007 - November 2008
Johnson & Johnson November 2007 - August 2008
Mars January 2007 - January 2008
Cephalon April 2007 - November 2007
Skills
ETL, Requirements Analysis, Business Objects, Data Warehousing, SAP ERP, SAP R/3, SAP, Integration, Master Data Management, Business Process, Business Analysis, SDLC, ERP, Business Intelligence, Data Migration, ABAP, SAP BI, SAP BW
Education
The University of Memphis 1997 — 1998
Master's degree, Computer Engineering, 3.83
REC Warangal 1991 — 1995
Bachelor's degree, ECE
New York Life Insurance Company September 2013 - Present
Keysoft Consulting, Inc. August 2004 - September 2013
Airgas October 2012 - June 2013
Innogence August 2010 - December 2012
KPMG May 2011 - October 2012
Fresenius Medical Care August 2008 - April 2011
Allstate December 2007 - November 2008
Johnson & Johnson November 2007 - August 2008
Mars January 2007 - January 2008
Cephalon April 2007 - November 2007
Skills
ETL, Requirements Analysis, Business Objects, Data Warehousing, SAP ERP, SAP R/3, SAP, Integration, Master Data Management, Business Process, Business Analysis, SDLC, ERP, Business Intelligence, Data Migration, ABAP, SAP BI, SAP BW
Education
The University of Memphis 1997 — 1998
Master's degree, Computer Engineering, 3.83
REC Warangal 1991 — 1995
Bachelor's degree, ECE
Gregory Briscoe's New York Life Insurance Company Experience July 2014 - Present
Job Internal Investment Product Consultantat New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company May 2012 - July 2014
State Farm Insurance June 2010 - May 2012
Colonial Properties Trust December 2008 - May 2010
Skills
Personal Financial..., Small Business..., IRAs, Estate Planning, Retirement Planning, Retirement, Investments, Life Insurance, 401k, Long Term Care Insurance, Mutual Funds, Insurance, Wealth Accumulation, Pensions, Health Insurance, Fixed Annuities, Long-term Care, Series 6, Wealth Management, Risk Management, Disability Insurance, Term Life Insurance, Strategic Financial..., Series 63, Securities, Financial Services, Asset Management, Underwriting, Employee Benefits, Buy-sell Agreements, Portfolio Management, Small Business, Financial Planning
Education
The University of Georgia 2004 — 2008
Bachelor of Science in Family and Consumer Sciences, Financial Planning
New York Life Insurance Company July 2014 - Present
New York Life Insurance Company May 2012 - July 2014
State Farm Insurance June 2010 - May 2012
Colonial Properties Trust December 2008 - May 2010
Skills
Personal Financial..., Small Business..., IRAs, Estate Planning, Retirement Planning, Retirement, Investments, Life Insurance, 401k, Long Term Care Insurance, Mutual Funds, Insurance, Wealth Accumulation, Pensions, Health Insurance, Fixed Annuities, Long-term Care, Series 6, Wealth Management, Risk Management, Disability Insurance, Term Life Insurance, Strategic Financial..., Series 63, Securities, Financial Services, Asset Management, Underwriting, Employee Benefits, Buy-sell Agreements, Portfolio Management, Small Business, Financial Planning
Education
The University of Georgia 2004 — 2008
Bachelor of Science in Family and Consumer Sciences, Financial Planning
BRAD MINUS's New York Life Insurance Company Experience 2001 - 2003
Job Regional Sales ManagerNational Accounts at Interactive Health, Inc
Industry Health, Wellness and Fitness
Experience
Interactive Health, Inc February 2015 - Present
Kimberly-Clark 2012 - 2015
Nippon Life Benefits 2009 - 2012
Flexible Benefit Service Corportaion 2005 - 2009
Euclid Insurance Agencies 2003 - 2005
New York Life Insurance Company 2001 - 2003
Aetna US Healthcare 1999 - 2001
Skills
Insurance, Health Insurance, Employee Benefits, Dental, Consultative Selling, Long Term Care, Vision, Life Insurance, Wellness, Group Benefits, Underwriting, Benefits Negotiation, Sales, PPO, HMO, High Deductible Health..., Disability Insurance, Brokers, Consultants, Healthcare, Whole Life, COBRA, Group Insurance, Employee Wellness, Employee Wellness..., Overall Wellness, Employee Engagement, Employee Surveys
Education
University of Kansas 1995 — 1999
BA, Pyschology
Interactive Health, Inc February 2015 - Present
Kimberly-Clark 2012 - 2015
Nippon Life Benefits 2009 - 2012
Flexible Benefit Service Corportaion 2005 - 2009
Euclid Insurance Agencies 2003 - 2005
New York Life Insurance Company 2001 - 2003
Aetna US Healthcare 1999 - 2001
Skills
Insurance, Health Insurance, Employee Benefits, Dental, Consultative Selling, Long Term Care, Vision, Life Insurance, Wellness, Group Benefits, Underwriting, Benefits Negotiation, Sales, PPO, HMO, High Deductible Health..., Disability Insurance, Brokers, Consultants, Healthcare, Whole Life, COBRA, Group Insurance, Employee Wellness, Employee Wellness..., Overall Wellness, Employee Engagement, Employee Surveys
Education
University of Kansas 1995 — 1999
BA, Pyschology
Lucas Romero Lucas Romero's New York Life Insurance Company Experience June 2012 - June 2014
Job Independent Broker
Industry Insurance
Experience
Benefit Solutions LLC January 2010 - Present
New York Life Insurance Company June 2012 - June 2014
Sandia National Laboratories August 1998 - March 2003
Skills
Leadership, Insurance, Business Planning, Employee Benefits, Financial Services, Investments, Recruiting, Strategic Planning, Sales, Life Insurance, Training, Fixed Annuities, Retirement Planning, Strategic Financial..., Small Business, Finance, Term Life Insurance, Disability Insurance, Estate Planning, Investment Strategies, Wealth Management, Business Networking, Coaching, Analysis, Long Term Care Insurance, Variable Annuities, Business Development, Retirement, Securities, Referrals, Whole Life, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate License, Investor Development, Financial Advisory, Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
BBA, Marketing and Operations
St. Pius X 1994 — 1998
highschool degree
Benefit Solutions LLC January 2010 - Present
New York Life Insurance Company June 2012 - June 2014
Sandia National Laboratories August 1998 - March 2003
Skills
Leadership, Insurance, Business Planning, Employee Benefits, Financial Services, Investments, Recruiting, Strategic Planning, Sales, Life Insurance, Training, Fixed Annuities, Retirement Planning, Strategic Financial..., Small Business, Finance, Term Life Insurance, Disability Insurance, Estate Planning, Investment Strategies, Wealth Management, Business Networking, Coaching, Analysis, Long Term Care Insurance, Variable Annuities, Business Development, Retirement, Securities, Referrals, Whole Life, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate License, Investor Development, Financial Advisory, Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
BBA, Marketing and Operations
St. Pius X 1994 — 1998
highschool degree
Patrick Haynes's New York Life Insurance Company Experience May 2004 - October 2005
Job Partner Southeast Insurance Brokers
Industry Insurance
Experience
Southeast Insurance Brokers July 2012 - Present
Dime January 2013 - December 2013
State Farm - Patrick Haynes Agency July 2010 - June 2012
State Farm 2005 - 2010
State Farm Insurance 2005 - 2010
New York Life Insurance Company May 2004 - October 2005
Skills
Renters, Term Life Insurance, Disability Insurance, Property & Casualty..., Umbrella Insurance, Health Insurance, Insurance, Long-term Care, Life Insurance, Commercial Insurance, Fixed Annuities, Retirement Planning
Education
The University of Georgia 2000 — 2004
BBA, Management
University of Georgia - Terry College of Business 2000 — 2004
BBA, Management
Southeast Insurance Brokers July 2012 - Present
Dime January 2013 - December 2013
State Farm - Patrick Haynes Agency July 2010 - June 2012
State Farm 2005 - 2010
State Farm Insurance 2005 - 2010
New York Life Insurance Company May 2004 - October 2005
Skills
Renters, Term Life Insurance, Disability Insurance, Property & Casualty..., Umbrella Insurance, Health Insurance, Insurance, Long-term Care, Life Insurance, Commercial Insurance, Fixed Annuities, Retirement Planning
Education
The University of Georgia 2000 — 2004
BBA, Management
University of Georgia - Terry College of Business 2000 — 2004
BBA, Management
Stanford Swanson Stanford Swanson's New York Life Insurance Company Experience May 2012 - August 2012
Job Student, University of South Dakota
Industry Marketing and Advertising
Experience
The Harry A. Koch Co. June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Strategic Communications, Social Media, Online Marketing..., Multi Tasking, Dependable Team Player, Creative Problem Solving, Microsoft Office, InDesign, Photoshop
Education
The University of South Dakota 2009 — 2014
Bachelor's Degree, Political Science
The Harry A. Koch Co. June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Skills
Strategic Communications, Social Media, Online Marketing..., Multi Tasking, Dependable Team Player, Creative Problem Solving, Microsoft Office, InDesign, Photoshop
Education
The University of South Dakota 2009 — 2014
Bachelor's Degree, Political Science
Samuel Brennan Samuel Brennan's New York Life Insurance Company Experience September 2010 - September 2012
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
NYLIFE Securities LLC August 2010 - September 2012
Education
The University of Dallas 2006 — 2010
Bachelor's degree
Fidelity Investments September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
NYLIFE Securities LLC August 2010 - September 2012
Education
The University of Dallas 2006 — 2010
Bachelor's degree
Steven Lovaglio Steven Lovaglio's New York Life Insurance Company Experience July 2011 - December 2014
Job Office Engineer at The LiRo Group
Industry Civil Engineering
Experience
The LiRo Group December 2014 - Present
New York Life Insurance Company July 2011 - December 2014
Villanova University January 2008 - July 2011
Port Authority of New York and New Jersey May 2010 - August 2010
Plandome Country Club June 2005 - September 2009
Skills
Word, PowerPoint, Excel, AutoCAD, Matlab, Solidworks, MathCAD, COBOL, VSAM, CICS, MPEG-4, Microsoft Word, Microsoft Office, Microsoft Excel, Access, Analysis
Education
Villanova University 2007 — 2011
Bachelor's, Civil/Environmental Engineering
The University of Queensland 2009 — 2009
Civil Engineering
Chaminade High School 2003 — 2007
The LiRo Group December 2014 - Present
New York Life Insurance Company July 2011 - December 2014
Villanova University January 2008 - July 2011
Port Authority of New York and New Jersey May 2010 - August 2010
Plandome Country Club June 2005 - September 2009
Skills
Word, PowerPoint, Excel, AutoCAD, Matlab, Solidworks, MathCAD, COBOL, VSAM, CICS, MPEG-4, Microsoft Word, Microsoft Office, Microsoft Excel, Access, Analysis
Education
Villanova University 2007 — 2011
Bachelor's, Civil/Environmental Engineering
The University of Queensland 2009 — 2009
Civil Engineering
Chaminade High School 2003 — 2007
Steve Maier Steve Maier's New York Life Insurance Company Experience 1998 - 2000
Job Sales Professional
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb 2013 - Present
Self Employed as independant sales consultant 2012 - 2013
AstraZeneca 2000 - 2012
New York Life Insurance Company 1998 - 2000
MetLife 1992 - 1998
United States Air Force 1986 - 1992
Skills
Direct Sales, Sales Management, Training & Development, Pharmaceutical Sales, Business Planning, Strategic Planning, Cardiology, Coaching, Central Nervous System, Leadership, Problem Solving, Organizing, Perseverence, Competitive, Communicating, Top Secret SCI, Top Secret, SCI Clearance
Education
Sandia High School 1977 — 1980
The University of New Mexico
BA, Communications
Bristol-Myers Squibb 2013 - Present
Self Employed as independant sales consultant 2012 - 2013
AstraZeneca 2000 - 2012
New York Life Insurance Company 1998 - 2000
MetLife 1992 - 1998
United States Air Force 1986 - 1992
Skills
Direct Sales, Sales Management, Training & Development, Pharmaceutical Sales, Business Planning, Strategic Planning, Cardiology, Coaching, Central Nervous System, Leadership, Problem Solving, Organizing, Perseverence, Competitive, Communicating, Top Secret SCI, Top Secret, SCI Clearance
Education
Sandia High School 1977 — 1980
The University of New Mexico
BA, Communications
Mike Schelske Mike Schelske's New York Life Insurance Company Experience July 2010 - August 2012
Job Customer Software Support Specialists at Innovative Systems
Industry Financial Services
Experience
Innovative Systems September 2012 - Present
New York Life Insurance Company July 2010 - August 2012
State of South Dakota May 2008 - June 2010
Daktronics May 2007 - December 2007
Mattress Firm May 2006 - August 2006
eTelecare Global Solutions May 2005 - March 2006
Skills
Sales, Program Management, Management, Finance, Market Research, Microsoft Office, Customer Service, Software Documentation, Loans, Financial Analysis, Event Planning
Education
The University of South Dakota 2003 — 2008
Bachelor of Business Administration, Business Management
Innovative Systems September 2012 - Present
New York Life Insurance Company July 2010 - August 2012
State of South Dakota May 2008 - June 2010
Daktronics May 2007 - December 2007
Mattress Firm May 2006 - August 2006
eTelecare Global Solutions May 2005 - March 2006
Skills
Sales, Program Management, Management, Finance, Market Research, Microsoft Office, Customer Service, Software Documentation, Loans, Financial Analysis, Event Planning
Education
The University of South Dakota 2003 — 2008
Bachelor of Business Administration, Business Management
Gary Ziegler's New York Life Insurance Company Experience July 1988 - December 1990
Job
Industry Construction
Experience
Ziegler Glass April 1998 - Present
Rent-A-Wreck January 1991 - March 1993
New York Life Insurance Company July 1988 - December 1990
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
Wichita State University 1991 — 1993
Devlin Center for Entrepreneurship
The University of Kansas 1986 — 1991
Bachelor's degree, Business Development
Ziegler Glass April 1998 - Present
Rent-A-Wreck January 1991 - March 1993
New York Life Insurance Company July 1988 - December 1990
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
Wichita State University 1991 — 1993
Devlin Center for Entrepreneurship
The University of Kansas 1986 — 1991
Bachelor's degree, Business Development
Matthew Ligurotis, LUTCF's New York Life Insurance Company Experience August 2008 - October 2014
Job Financial Planning Specialist at Chicago Financial Planning Group
Industry Financial Services
Experience
Chicago Financial Planning Group September 2015 - Present
MassMutual Chicago November 2014 - Present
NYLIFE Securities LLC August 2008 - November 2014
New York Life Insurance Company August 2008 - October 2014
Skills
Insurance, Securities, Finance, Retirement
Education
University of Kansas 2003 — 2008
Chicago Financial Planning Group September 2015 - Present
MassMutual Chicago November 2014 - Present
NYLIFE Securities LLC August 2008 - November 2014
New York Life Insurance Company August 2008 - October 2014
Skills
Insurance, Securities, Finance, Retirement
Education
University of Kansas 2003 — 2008
Kim Johnson, CLF CLTC, LTCP Kim Johnson, CLF CLTC, LTCP's New York Life Insurance Company Experience January 2011 - August 2014
Job Empowering Individuals to achieve career and financial success
Industry Financial Services
Experience
OneCommonwealth Financial Group, LLC July 2015 - Present
Guardian Life Insurance Company of America - Central Ohio Agency August 2014 - June 2015
New York Life Insurance Company January 2011 - August 2014
New York Life October 2005 - January 2011
New York Life August 2002 - October 2005
Education
The University of New Mexico 1977 — 1982
Bachelor’s Degree, English/Communications
OneCommonwealth Financial Group, LLC July 2015 - Present
Guardian Life Insurance Company of America - Central Ohio Agency August 2014 - June 2015
New York Life Insurance Company January 2011 - August 2014
New York Life October 2005 - January 2011
New York Life August 2002 - October 2005
Education
The University of New Mexico 1977 — 1982
Bachelor’s Degree, English/Communications
Jane Scofield, CFE, CGMA's New York Life Insurance Company Experience 1996 - 1997
Job Principal and Director of Business Advisory Services | Certified Fraud Examiner | Charter Global Managerial Accountant
Industry Accounting
Experience
Ennis, Pellum & Associates, CPAs October 2013 - Present
Selander & Associates, CPAs, PA July 2010 - October 2013
Meeks,Ross, Selander and Associates, CPAs LLC August 2005 - June 2010
Carroll Architects August 2001 - August 2005
Multimedia Development Corporation August 1997 - August 2001
New York Life Insurance Company 1996 - 1997
New Mexico Mortgage Finance Authority 1994 - 1996
First National Bank of Belen 1992 - 1994
KPMG 1991 - 1992
Skills
Certified Fraud Examiner, Tax, Small Business..., Off-site CFO, Small Business, Forensic Accounting, CPA, Auditing, Financial Reporting, Accounting, Tax Preparation, Business Planning, Financial Analysis, Management Consulting, Management, Finance, Leadership, Risk Management, Internal Audit, Budgets, Strategic Planning, Due Diligence, General Ledger, Strategy, Corporate Tax, Strategic Financial..., Internal Controls, Cash Flow, Mergers, Executive Management, Financial Statements, Variance Analysis, Cash Management, Analysis, Financial Accounting, Financial Audits, Income Tax, US GAAP, QuickBooks, Loans, Accounts Receivable, Sales, Managerial Finance, Sarbanes-Oxley Act, Business Process..., Tax Returns, Negotiation, Insurance, Banking, Financial Planners
Education
The University of New Mexico - Robert O. Anderson School of Management
MBA, Accounting
University of Tennessee-Knoxville
BA, Health Issues Casework
Ennis, Pellum & Associates, CPAs October 2013 - Present
Selander & Associates, CPAs, PA July 2010 - October 2013
Meeks,Ross, Selander and Associates, CPAs LLC August 2005 - June 2010
Carroll Architects August 2001 - August 2005
Multimedia Development Corporation August 1997 - August 2001
New York Life Insurance Company 1996 - 1997
New Mexico Mortgage Finance Authority 1994 - 1996
First National Bank of Belen 1992 - 1994
KPMG 1991 - 1992
Skills
Certified Fraud Examiner, Tax, Small Business..., Off-site CFO, Small Business, Forensic Accounting, CPA, Auditing, Financial Reporting, Accounting, Tax Preparation, Business Planning, Financial Analysis, Management Consulting, Management, Finance, Leadership, Risk Management, Internal Audit, Budgets, Strategic Planning, Due Diligence, General Ledger, Strategy, Corporate Tax, Strategic Financial..., Internal Controls, Cash Flow, Mergers, Executive Management, Financial Statements, Variance Analysis, Cash Management, Analysis, Financial Accounting, Financial Audits, Income Tax, US GAAP, QuickBooks, Loans, Accounts Receivable, Sales, Managerial Finance, Sarbanes-Oxley Act, Business Process..., Tax Returns, Negotiation, Insurance, Banking, Financial Planners
Education
The University of New Mexico - Robert O. Anderson School of Management
MBA, Accounting
University of Tennessee-Knoxville
BA, Health Issues Casework
Jack Dillon Barnes Jack Dillon Barnes's New York Life Insurance Company Experience December 2006 - May 2008
Job Apex Medical LLC
Industry Medical Devices
Experience
Apex Medical October 2012 - Present
Verde Vista Resources May 2008 - October 2012
University of Arkansas January 2007 - May 2011
New York Life Insurance Company December 2006 - May 2008
Skills
Customer Service, Finance, Financial Planning, Managerial Finance, Mergers, Microsoft Office, PowerPoint, Public Speaking, Sales, Strategic Financial..., Time Management
Education
University of Arkansas 2007 — 2011
BA, Economics/Finance
The University of Kansas 2005 — 2007
BA, Finance
Union High School 2001 — 2005
Diploma
Apex Medical October 2012 - Present
Verde Vista Resources May 2008 - October 2012
University of Arkansas January 2007 - May 2011
New York Life Insurance Company December 2006 - May 2008
Skills
Customer Service, Finance, Financial Planning, Managerial Finance, Mergers, Microsoft Office, PowerPoint, Public Speaking, Sales, Strategic Financial..., Time Management
Education
University of Arkansas 2007 — 2011
BA, Economics/Finance
The University of Kansas 2005 — 2007
BA, Finance
Union High School 2001 — 2005
Diploma
Kevin Odell Kevin Odell's New York Life Insurance Company Experience June 1985 - Present
Job Financial Adviser dedicated to providing consistent, professional care and service to clients since 1985.
Industry Financial Services
Experience
DeLoach, Odell & Associates June 1985 - Present
New York Life Insurance Company June 1985 - Present
Eagle Strategies, LLC October 2003 - Present
NYLIFE Securities, LLC October 1985 - Present
Skills
CLU, ChFC, Investments, Insurance, Gifting Strategies, Wealth Preservation..., Succession Planning, Annuity Sales, Insurance Agent, 401k Rollovers, Estate Planning, Small Business, Key Person Protection, Licensed in Long-Term..., Protection..., Retirement Planning, Asset Protection, Financial Services, Retirement, Finance, Life Insurance, Financial Planning
Education
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Journalism
DeLoach, Odell & Associates June 1985 - Present
New York Life Insurance Company June 1985 - Present
Eagle Strategies, LLC October 2003 - Present
NYLIFE Securities, LLC October 1985 - Present
Skills
CLU, ChFC, Investments, Insurance, Gifting Strategies, Wealth Preservation..., Succession Planning, Annuity Sales, Insurance Agent, 401k Rollovers, Estate Planning, Small Business, Key Person Protection, Licensed in Long-Term..., Protection..., Retirement Planning, Asset Protection, Financial Services, Retirement, Finance, Life Insurance, Financial Planning
Education
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Journalism
Kayla Flaten Kayla Flaten's New York Life Insurance Company Experience April 2009 - August 2009
Job Assistant Vice President Account Manager at Pershing Prime Services
Industry Financial Services
Experience
Pershing LLC (a BNY Mellon company) August 2012 - Present
Pershing LLC, a BNY Mellon Company September 2011 - August 2012
UBS Wealth Management December 2010 - April 2011
JP Morgan Chase September 2010 - December 2010
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company April 2009 - August 2009
Skills
Financial Analysis, Series 7, Hedge Funds
Education
Iona College 2007 — 2011
BBA, Finance and Economics
The University of Notre Dame Australia 2010 — 2010
Study Abroad
Pershing LLC (a BNY Mellon company) August 2012 - Present
Pershing LLC, a BNY Mellon Company September 2011 - August 2012
UBS Wealth Management December 2010 - April 2011
JP Morgan Chase September 2010 - December 2010
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company April 2009 - August 2009
Skills
Financial Analysis, Series 7, Hedge Funds
Education
Iona College 2007 — 2011
BBA, Finance and Economics
The University of Notre Dame Australia 2010 — 2010
Study Abroad
Alan B. Zinkin Alan B. Zinkin's New York Life Insurance Company Experience 1989 - 1991
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
Melissa Hebberd's New York Life Insurance Company Experience May 2012 - August 2012
Job Junior Connections Associate at MediaVest
Industry Marketing and Advertising
Experience
MediaVest December 2014 - Present
University of Kansas Athletics January 2014 - May 2014
The University of Kansas March 2013 - May 2014
The University of Kansas January 2012 - May 2014
TITLE Boxing Club May 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
GRATO Restaurant March 2010 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Social Media, Event Planning, Public Speaking, Teamwork, Research, Facebook, Sports, Event Management, Sports Management, Time Management, English, Public Relations
Education
University of Kansas 2010 — 2014
Bachelor of Science in Education (BSE), Exercise Science, Minoring in Business
MediaVest December 2014 - Present
University of Kansas Athletics January 2014 - May 2014
The University of Kansas March 2013 - May 2014
The University of Kansas January 2012 - May 2014
TITLE Boxing Club May 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
GRATO Restaurant March 2010 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Social Media, Event Planning, Public Speaking, Teamwork, Research, Facebook, Sports, Event Management, Sports Management, Time Management, English, Public Relations
Education
University of Kansas 2010 — 2014
Bachelor of Science in Education (BSE), Exercise Science, Minoring in Business
Richard Paryl Richard Paryl's New York Life Insurance Company Experience November 2011 - March 2013
Job Senior Credit Analyst at Equify Financial, LLC.
Industry Financial Services
Experience
Equify Financial, LLC. March 2013 - Present
New York Life Insurance Company November 2011 - March 2013
CitiCapital 2004 - 2008
CitiCapital 2003 - 2004
CitiCapital 2002 - 2003
Skills
Portfolio Management, Financial Analysis, Management, Team Management, Underwriting, Credit Analysis, Commercial Lending, Credit Risk, Risk Management, Customer Service, Finance, Loans, Credit, Financial Risk, Financial Services
Education
The University of Memphis
BBA, Marketing, Sales
Equify Financial, LLC. March 2013 - Present
New York Life Insurance Company November 2011 - March 2013
CitiCapital 2004 - 2008
CitiCapital 2003 - 2004
CitiCapital 2002 - 2003
Skills
Portfolio Management, Financial Analysis, Management, Team Management, Underwriting, Credit Analysis, Commercial Lending, Credit Risk, Risk Management, Customer Service, Finance, Loans, Credit, Financial Risk, Financial Services
Education
The University of Memphis
BBA, Marketing, Sales
Trey Dockery Trey Dockery's New York Life Insurance Company Experience 2010 - 2011
Job Oversee software that creates investment opportunities based on strong equity and index fundamentals.
Industry Information Technology and Services
Experience
Vanderford Capital Advisors, LLC July 2015 - Present
Blueprint Pathways, LLC April 2014 - May 2015
Vanderbilt University Medical Center February 2012 - April 2014
New York Life Insurance Company 2010 - 2011
FedEx Express 1989 - 2010
Skills
System Administration, Programming, Web Development, Visual Basic, Application Development, Crystal Reports, Unix, Access, HTML, MySQL, Linux, Operating Systems, VBA, Software Development, Computer Hardware, Business Analysis
Education
The University of Memphis 1983 — 1988
BSET, Construction Engineering Technologies
Vanderford Capital Advisors, LLC July 2015 - Present
Blueprint Pathways, LLC April 2014 - May 2015
Vanderbilt University Medical Center February 2012 - April 2014
New York Life Insurance Company 2010 - 2011
FedEx Express 1989 - 2010
Skills
System Administration, Programming, Web Development, Visual Basic, Application Development, Crystal Reports, Unix, Access, HTML, MySQL, Linux, Operating Systems, VBA, Software Development, Computer Hardware, Business Analysis
Education
The University of Memphis 1983 — 1988
BSET, Construction Engineering Technologies
Bob Gunhus Bob Gunhus's New York Life Insurance Company Experience December 2011 - Present
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company December 2011 - Present
New York Life 2012 - 2015
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial..., Mutual Funds, Disability Insurance, Term Life Insurance, Insurance, IRAs, Investments, Wealth Management, Estate Planning, Long Term Care Insurance, 401k, Series 63, Health Insurance, Series 6, Financial Planners, Asset Allocation, 401k Rollovers
Education
The University of North Dakota 1980 — 1985
marketing, business
New York Life Insurance Company December 2011 - Present
New York Life 2012 - 2015
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Strategic Financial..., Mutual Funds, Disability Insurance, Term Life Insurance, Insurance, IRAs, Investments, Wealth Management, Estate Planning, Long Term Care Insurance, 401k, Series 63, Health Insurance, Series 6, Financial Planners, Asset Allocation, 401k Rollovers
Education
The University of North Dakota 1980 — 1985
marketing, business
John Stendahl John Stendahl's New York Life Insurance Company Experience July 2012 - Present
Job Retired, Sr. Training Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company December 1994 - July 2012
New York Life Insurance Company July 1972 - December 1994
Skills
Insurance, Public Speaking, Customer Service, Marketing, PowerPoint, Microsoft Excel, Fixed Annuities, Teamwork, Retirement, Retirement Planning, Microsoft Word, Financial Services, Financial Advisory, Strategy, Business Process..., Employee Training, Presentations, Life Insurance, Management, Risk Management, Training, Leadership, Leadership Development, Change Management, Variable Annuities, Finance, Process Improvement, Coaching, Organizational..., Performance Management, Business Analysis, Program Management, Training Delivery, Recruiting, Team Building
Education
The University of North Dakota 1967 — 1971
Bachelor, Business Administration
New York Life Insurance Company July 2012 - Present
New York Life Insurance Company December 1994 - July 2012
New York Life Insurance Company July 1972 - December 1994
Skills
Insurance, Public Speaking, Customer Service, Marketing, PowerPoint, Microsoft Excel, Fixed Annuities, Teamwork, Retirement, Retirement Planning, Microsoft Word, Financial Services, Financial Advisory, Strategy, Business Process..., Employee Training, Presentations, Life Insurance, Management, Risk Management, Training, Leadership, Leadership Development, Change Management, Variable Annuities, Finance, Process Improvement, Coaching, Organizational..., Performance Management, Business Analysis, Program Management, Training Delivery, Recruiting, Team Building
Education
The University of North Dakota 1967 — 1971
Bachelor, Business Administration
Aashish Manohar's New York Life Insurance Company Experience April 2009 - April 2011
Job Manager, Business Pricing & Analysis
Industry Telecommunications
Experience
Verizon Wireless October 2013 - Present
Verizon Wireless January 2013 - October 2013
WaterTower Financial Partners, LLC April 2011 - January 2013
New York Life Insurance Company April 2009 - April 2011
ESS Analysis LLC February 2008 - February 2009
Sprint Nextel 2002 - 2008
Skills
Financial Analysis, Strategy, Analysis, Financial Modeling, Project Management, Forecasting, Access, Competitive Analysis, Business Analysis, Process Improvement, Strategic Planning, Mergers, Cross-functional Team..., Business Planning, Business Development, Business Strategy, Team Leadership, Analytics, Business Process..., Management Consulting, Managerial Finance, Negotiation, Business Intelligence, Corporate Finance, Budgets, Pricing, Insurance, Finance, Financial Services, Sales
Education
The University of Kansas 1998 — 2002
Bachelor of Science, Finance and Information Systems
Verizon Wireless October 2013 - Present
Verizon Wireless January 2013 - October 2013
WaterTower Financial Partners, LLC April 2011 - January 2013
New York Life Insurance Company April 2009 - April 2011
ESS Analysis LLC February 2008 - February 2009
Sprint Nextel 2002 - 2008
Skills
Financial Analysis, Strategy, Analysis, Financial Modeling, Project Management, Forecasting, Access, Competitive Analysis, Business Analysis, Process Improvement, Strategic Planning, Mergers, Cross-functional Team..., Business Planning, Business Development, Business Strategy, Team Leadership, Analytics, Business Process..., Management Consulting, Managerial Finance, Negotiation, Business Intelligence, Corporate Finance, Budgets, Pricing, Insurance, Finance, Financial Services, Sales
Education
The University of Kansas 1998 — 2002
Bachelor of Science, Finance and Information Systems
Ron A. Drinkhouse's New York Life Insurance Company Experience January 2011 - March 2015
Job Financial Adviser
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
New York Life Insurance Company January 2011 - March 2015
MQ Capital October 2008 - December 2010
Cordis May 2004 - October 2008
Smith Barney March 2001 - April 2004
Merck 1999 - 2002
Coridis Cardiology May 1991 - June 1999
Johnson and Johnson Orthopedics January 1989 - April 1991
L.D. Caulk ( Dentsply International ) January 1986 - December 1988
Skills
Gifting Strategies, Investments, Multi-Generational..., Retirement Planning, Asset Protection, Wealth Preservation..., 401k Rollovers, Annuity Sales, Legacies, Small Business, Key Person Protection, Succession Planning
Education
The University of Kansas 1981 — 1985
BA, Business
University of Kansas 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Prudential Financial March 2015 - Present
New York Life Insurance Company January 2011 - March 2015
MQ Capital October 2008 - December 2010
Cordis May 2004 - October 2008
Smith Barney March 2001 - April 2004
Merck 1999 - 2002
Coridis Cardiology May 1991 - June 1999
Johnson and Johnson Orthopedics January 1989 - April 1991
L.D. Caulk ( Dentsply International ) January 1986 - December 1988
Skills
Gifting Strategies, Investments, Multi-Generational..., Retirement Planning, Asset Protection, Wealth Preservation..., 401k Rollovers, Annuity Sales, Legacies, Small Business, Key Person Protection, Succession Planning
Education
The University of Kansas 1981 — 1985
BA, Business
University of Kansas 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ronald Suen Ronald Suen's New York Life Insurance Company Experience November 2012 - January 2013
Job Personal Banker at Well Fargo : Franklin Plaza (Juan Tabo & Central)
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo February 2014 - March 2015
Guang Dong Chinese Restaurant June 2008 - March 2015
Big 5 Sporting Goods February 2013 - November 2013
New York Life Insurance Company November 2012 - January 2013
CORE Communications, Inc June 2012 - August 2012
Hayashi Japanese Steakhouse June 2011 - March 2012
Cracker Barrel November 2008 - June 2011
Cross Mortgage/Red8 Realty November 2007 - September 2008
Best Western Plus Executive Suites September 2007 - December 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship, Problem Solving, Strategic Planning, Customer Service, Leadership, Business Development, Business, New Business Development, Training, Analysis, Management, Data Entry, Finance, Marketing
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations, 3.44
La Cueva High School 2004 — 2008
High School Diploma, Business, 3.75
Wells Fargo March 2015 - Present
Wells Fargo February 2014 - March 2015
Guang Dong Chinese Restaurant June 2008 - March 2015
Big 5 Sporting Goods February 2013 - November 2013
New York Life Insurance Company November 2012 - January 2013
CORE Communications, Inc June 2012 - August 2012
Hayashi Japanese Steakhouse June 2011 - March 2012
Cracker Barrel November 2008 - June 2011
Cross Mortgage/Red8 Realty November 2007 - September 2008
Best Western Plus Executive Suites September 2007 - December 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship, Problem Solving, Strategic Planning, Customer Service, Leadership, Business Development, Business, New Business Development, Training, Analysis, Management, Data Entry, Finance, Marketing
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations, 3.44
La Cueva High School 2004 — 2008
High School Diploma, Business, 3.75
Amir Sadighi Amir Sadighi's New York Life Insurance Company Experience March 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2010 - Present
Crown Capital Management January 2000 - March 2009
Oppenheimer & Co. February 1994 - January 2000
Education
The University of New Mexico 1989 — 1993
BS in Finance, Business
New York Life Insurance Company March 2010 - Present
Crown Capital Management January 2000 - March 2009
Oppenheimer & Co. February 1994 - January 2000
Education
The University of New Mexico 1989 — 1993
BS in Finance, Business
Shaun Malay's New York Life Insurance Company Experience 1997 - 2000
Job VP Air FC USA
Industry Airlines/Aviation
Experience
Flight Centre April 2013 - Present
Air Canada 2009 - April 2013
Fareportal 2008 - 2009
WorldStrides 2006 - 2009
Tauck World Discovery 2000 - 2006
New York Life Insurance Company 1997 - 2000
American Airlines 1994 - 1998
AVIS 1991 - 1994
AVIS 1991 - 1994
Skills
Airlines, Travel Management, Flights, Purchasing, New Business Development, Sales Management, Product Development, Strategic Planning, Department Budgeting, Financial Modeling, Full P&L Responsibility, Contract Negotiation, Contract Management, Operating Budgets, Managing Start-ups, Pricing Strategy, Change Management, Project Management, Transportation..., Hotel Management, Airline Management, Business Relationship..., Commercial Aviation, Business Intelligence, Sales, Ice Hockey, Baseball, Tour Operators, Tour Management, Travel Planning, Leisure Travel, Business Travel, Strategic Partnerships, Cooperative Marketing, Organizational..., Marketing Strategy, Marketing Communications, Marketing, Market Research, Sabre, Tourism, Management, Account Management, Revenue Analysis, Negotiation, Customer Service, Online Travel
Education
The University of Connecticut School of Business 1999 — 2003
MBA, Marketing, Finance
University of Rhode Island 1987 — 1991
BS, Marketing and Economics
Joel Barlow High School 1983 — 1985
Uni preparatory, College/University Preparatory and Advanced High School/Secondary Diploma Program
Flight Centre April 2013 - Present
Air Canada 2009 - April 2013
Fareportal 2008 - 2009
WorldStrides 2006 - 2009
Tauck World Discovery 2000 - 2006
New York Life Insurance Company 1997 - 2000
American Airlines 1994 - 1998
AVIS 1991 - 1994
AVIS 1991 - 1994
Skills
Airlines, Travel Management, Flights, Purchasing, New Business Development, Sales Management, Product Development, Strategic Planning, Department Budgeting, Financial Modeling, Full P&L Responsibility, Contract Negotiation, Contract Management, Operating Budgets, Managing Start-ups, Pricing Strategy, Change Management, Project Management, Transportation..., Hotel Management, Airline Management, Business Relationship..., Commercial Aviation, Business Intelligence, Sales, Ice Hockey, Baseball, Tour Operators, Tour Management, Travel Planning, Leisure Travel, Business Travel, Strategic Partnerships, Cooperative Marketing, Organizational..., Marketing Strategy, Marketing Communications, Marketing, Market Research, Sabre, Tourism, Management, Account Management, Revenue Analysis, Negotiation, Customer Service, Online Travel
Education
The University of Connecticut School of Business 1999 — 2003
MBA, Marketing, Finance
University of Rhode Island 1987 — 1991
BS, Marketing and Economics
Joel Barlow High School 1983 — 1985
Uni preparatory, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tom Jacobson Tom Jacobson's New York Life Insurance Company Experience November 2010 - January 2012
Job Owner at [solidcore]
Industry Financial Services
Experience
[solidcore] April 2014 - Present
CPR Wealth Advisors January 2012 - Present
New York Life Insurance Company November 2010 - January 2012
Deloitte & Touche January 2009 - January 2011
Skills
Series 7, Series 24, CPA
Education
The University of North Dakota 2004 — 2008
BS, Accounting
[solidcore] April 2014 - Present
CPR Wealth Advisors January 2012 - Present
New York Life Insurance Company November 2010 - January 2012
Deloitte & Touche January 2009 - January 2011
Skills
Series 7, Series 24, CPA
Education
The University of North Dakota 2004 — 2008
BS, Accounting
Amy L. Kohlman Amy L. Kohlman's New York Life Insurance Company Experience September 1984 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 1984 - Present
NYLIFE Securities LLC September 1983 - Present
Skills
401k Rollovers, Estate Planning, Financial Services, Life Income Strategies, Annuity Sales, Business Planning, Disability Insurance, Finance, Health Insurance, Investments, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Small Business, Term Life Insurance, Insurance
Education
The University of New Mexico 1977 — 1981
Bachelor's Degree, Business and Education
Univeristy of New Mexico 1977 — 1981
Bachelor's Degree, Education & Business
New York Life Insurance Company September 1984 - Present
NYLIFE Securities LLC September 1983 - Present
Skills
401k Rollovers, Estate Planning, Financial Services, Life Income Strategies, Annuity Sales, Business Planning, Disability Insurance, Finance, Health Insurance, Investments, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Small Business, Term Life Insurance, Insurance
Education
The University of New Mexico 1977 — 1981
Bachelor's Degree, Business and Education
Univeristy of New Mexico 1977 — 1981
Bachelor's Degree, Education & Business
Joshua Gomez Joshua Gomez's New York Life Insurance Company Experience October 2011 - February 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
New York Life Insurance Company October 2011 - February 2015
United States Air Force July 2003 - July 2009
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Public Speaking, Strategic Planning, Java, Investments, Mutual Funds, Team Building, Social Networking, Financial Planning
Education
Wayland Baptist University 2009 — 2011
Bachelor of Business Administration (BBA)
The University of New Mexico 2009 — 2010
Northwestern Mutual February 2015 - Present
New York Life Insurance Company October 2011 - February 2015
United States Air Force July 2003 - July 2009
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Budgets, Public Speaking, Strategic Planning, Java, Investments, Mutual Funds, Team Building, Social Networking, Financial Planning
Education
Wayland Baptist University 2009 — 2011
Bachelor of Business Administration (BBA)
The University of New Mexico 2009 — 2010
Jonathan JJ Jaramillo Jonathan JJ Jaramillo's New York Life Insurance Company Experience August 2014 - Present
Job Managing Partner of New York Life's Seattle General Office
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company January 2011 - August 2014
New York Life Insurance Company January 2006 - January 2011
New York Life Insurance Company March 2002 - January 2006
New York Life Insurance Company January 1998 - August 2002
New York Life Insurance Company January 1992 - January 1998
New York Life Insurance Company January 1987 - January 1992
New York Life Insurance Company January 1983 - January 1987
Skills
Career Development, Recruiting, Public Speaking, Leadership, Training, Management, Business Development, Business Planning, Sales, Insurance, Analysis, Finance, Financial Services, Coaching, Leadership Development, Fixed Annuities, New Business Development, Team Building, Retirement, Estate Planning, Strategic Financial..., Risk Management, Strategic Planning, Interviews, Organizational..., Management Consulting, Employee Benefits, Executive Coaching, Sales Management, Retirement Planning, Strategy, Marketing, Entrepreneurship, Hiring, Microsoft Excel, Investments, Financial Planners, Small Business, Disability Insurance, Long Term Care Insurance, Life Insurance, Financial Planning, Financial Advisory, Mutual Funds, Long-term Care, Term Life Insurance, College Savings Plans, Whole Life
Education
The University of New Mexico
Business Management
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company January 2011 - August 2014
New York Life Insurance Company January 2006 - January 2011
New York Life Insurance Company March 2002 - January 2006
New York Life Insurance Company January 1998 - August 2002
New York Life Insurance Company January 1992 - January 1998
New York Life Insurance Company January 1987 - January 1992
New York Life Insurance Company January 1983 - January 1987
Skills
Career Development, Recruiting, Public Speaking, Leadership, Training, Management, Business Development, Business Planning, Sales, Insurance, Analysis, Finance, Financial Services, Coaching, Leadership Development, Fixed Annuities, New Business Development, Team Building, Retirement, Estate Planning, Strategic Financial..., Risk Management, Strategic Planning, Interviews, Organizational..., Management Consulting, Employee Benefits, Executive Coaching, Sales Management, Retirement Planning, Strategy, Marketing, Entrepreneurship, Hiring, Microsoft Excel, Investments, Financial Planners, Small Business, Disability Insurance, Long Term Care Insurance, Life Insurance, Financial Planning, Financial Advisory, Mutual Funds, Long-term Care, Term Life Insurance, College Savings Plans, Whole Life
Education
The University of New Mexico
Business Management
Patrick Kellerman Patrick Kellerman's New York Life Insurance Company Experience August 2012 - April 2014
Job Agency Owner Patrick Kellerman Agency at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance April 2014 - Present
New York Life Insurance Company August 2012 - April 2014
NYLIFE Securities LLC August 2012 - April 2014
Consolidated Solar Technologies, LLC March 2011 - July 2012
IP5280 COMMUNICATIONS July 2010 - February 2011
PROMARK RESEARCH CORPORATION June 2008 - January 2010
Kraft Foods June 2005 - February 2008
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Property & Casualty..., Retirement, Umbrella Insurance, Commercial Insurance, Asset Protection, Key Person Protection, Small Business, Annuity Sales, Protection..., Time Management, Fixed Annuities, Life Insurance, Finance, Term Life Insurance, Leadership, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Marketing
Farmers Insurance April 2014 - Present
New York Life Insurance Company August 2012 - April 2014
NYLIFE Securities LLC August 2012 - April 2014
Consolidated Solar Technologies, LLC March 2011 - July 2012
IP5280 COMMUNICATIONS July 2010 - February 2011
PROMARK RESEARCH CORPORATION June 2008 - January 2010
Kraft Foods June 2005 - February 2008
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Property & Casualty..., Retirement, Umbrella Insurance, Commercial Insurance, Asset Protection, Key Person Protection, Small Business, Annuity Sales, Protection..., Time Management, Fixed Annuities, Life Insurance, Finance, Term Life Insurance, Leadership, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Marketing
Leonard Carlson Leonard Carlson's New York Life Insurance Company Experience 1980 - 1994
Job Director of Agencies at Sons of Norway
Industry Insurance
Experience
Sons of Norway October 1994 - Present
New York Life Insurance Company 1980 - 1994
New York Life Insurance Company 1976 - 1980
Skills
Insurance, Life Insurance, Sales, Management, Health Insurance, Fixed Annuities, Disability Insurance, Employee Benefits, Estate Planning, Strategic Planning, Team Building, Customer Service, New Business Development, Leadership, Retirement, Recruiting, Coaching, Business Planning, Process Improvement, Strategic Financial..., Change Management, Sales Management, Long-term Care, Term Life Insurance, Whole Life, Selling, Universal Life, Retirement Planning, Medicare, Long Term Care Insurance, Underwriting, Financial Planners, Workers Compensation, Property & Casualty..., 401k, Investments
Education
The University of North Dakota 1970 — 1973
Masters, Public Administration
University of Minnesota-Twin Cities 1965 — 1969
BS Business, Marketing and Econonmics
Sons of Norway October 1994 - Present
New York Life Insurance Company 1980 - 1994
New York Life Insurance Company 1976 - 1980
Skills
Insurance, Life Insurance, Sales, Management, Health Insurance, Fixed Annuities, Disability Insurance, Employee Benefits, Estate Planning, Strategic Planning, Team Building, Customer Service, New Business Development, Leadership, Retirement, Recruiting, Coaching, Business Planning, Process Improvement, Strategic Financial..., Change Management, Sales Management, Long-term Care, Term Life Insurance, Whole Life, Selling, Universal Life, Retirement Planning, Medicare, Long Term Care Insurance, Underwriting, Financial Planners, Workers Compensation, Property & Casualty..., 401k, Investments
Education
The University of North Dakota 1970 — 1973
Masters, Public Administration
University of Minnesota-Twin Cities 1965 — 1969
BS Business, Marketing and Econonmics
John DiCalogero, CLU's New York Life Insurance Company Experience January 2015 - Present
Job Corporate Vice President, National Manager Business Development Consultant Team at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company July 2009 - December 2014
New York Life Insurance Company September 2007 - June 2009
New York Life Insurance Company September 2005 - August 2007
Skills
Insurance, Life Insurance, Employee Benefits, Financial Advisory, Retirement, Retirement Planning, Fixed Annuities
Education
University of Kansas 2001 — 2005
American Studies/Business
Ward Melville High School 1997 — 2000
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company July 2009 - December 2014
New York Life Insurance Company September 2007 - June 2009
New York Life Insurance Company September 2005 - August 2007
Skills
Insurance, Life Insurance, Employee Benefits, Financial Advisory, Retirement, Retirement Planning, Fixed Annuities
Education
University of Kansas 2001 — 2005
American Studies/Business
Ward Melville High School 1997 — 2000
Chad Rusten, CLU, ChFC, CASL, CLTC, FIC's New York Life Insurance Company Experience June 2014 - November 2014
Job Offering Career & Leadership Opportunities at New York Life & NYLIFE Securities. To learn more call 9522121201.
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - November 2014
Thrivent Financial for Lutherans January 2012 - June 2014
Thrivent Financial for Lutherans April 2008 - January 2012
Thrivent Financial for Lutherans July 2004 - April 2008
Kontron Mobile Computing 1997 - 2004
Skills
Insurance, Investments, Retirement, Investment Strategies, Mutual Funds, Financial Recruiting, Leadership
Education
The University of North Dakota 1989 — 1994
Business, Financial Management
Bemidji High School 1985 — 1989
New York Life Insurance Company June 2014 - November 2014
Thrivent Financial for Lutherans January 2012 - June 2014
Thrivent Financial for Lutherans April 2008 - January 2012
Thrivent Financial for Lutherans July 2004 - April 2008
Kontron Mobile Computing 1997 - 2004
Skills
Insurance, Investments, Retirement, Investment Strategies, Mutual Funds, Financial Recruiting, Leadership
Education
The University of North Dakota 1989 — 1994
Business, Financial Management
Bemidji High School 1985 — 1989
Kyle Schlichenmayer's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Diamond Wireless November 2011 - April 2013
Meadow Lark Agency January 2010 - October 2011
Meadow Lark Agency January 2010 - December 2010
Skills
Customer Service, Sales, Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Life Insurance
Education
The University of Montana - School of Business Administration 2003 — 2007
Business Administration, Marketing and Management
Billings West 2000 — 2003
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Diamond Wireless November 2011 - April 2013
Meadow Lark Agency January 2010 - October 2011
Meadow Lark Agency January 2010 - December 2010
Skills
Customer Service, Sales, Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Life Insurance
Education
The University of Montana - School of Business Administration 2003 — 2007
Business Administration, Marketing and Management
Billings West 2000 — 2003
Leila Dudley Leila Dudley's New York Life Insurance Company Experience January 2011 - Present
Job Owner and Financial Advisor, Mosaic Wealth Strategies, LLC
Industry Financial Services
Experience
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
John Melchior, LUTCF John Melchior, LUTCF's New York Life Insurance Company Experience March 2009 - January 2014
Job Agency Managing Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2014 - Present
New York Life Insurance Company March 2009 - January 2014
Allstate May 2004 - May 2009
Prudential Financial March 1975 - May 2004
Skills
Life and Health..., Disability Insurance, Estate Planning, Retirement Planning, Series 6, Series 63, Series 26, Series 51, Long Term Care Insurance, Property & Casualty...
Education
State University of Cobbleskill
Agricultural Business
The University of Georgia
Business
MassMutual Financial Group February 2014 - Present
New York Life Insurance Company March 2009 - January 2014
Allstate May 2004 - May 2009
Prudential Financial March 1975 - May 2004
Skills
Life and Health..., Disability Insurance, Estate Planning, Retirement Planning, Series 6, Series 63, Series 26, Series 51, Long Term Care Insurance, Property & Casualty...
Education
State University of Cobbleskill
Agricultural Business
The University of Georgia
Business
J. Stephen Fitzsimmons, J.D.'s New York Life Insurance Company Experience April 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 April 2015 - Present
Law Office of J. Stephen Fitzsimmons, II January 2007 - April 2015
IBERIABANK November 2013 - July 2014
IBERIABANK October 2011 - November 2013
Regions Financial Corporation 2007 - 2011
Skills
Banking, Branch Management, Consumer Lending, Small Business Lending, Life Insurance, 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Guaranteed Lifetime...
Education
The University of Memphis—Cecil C. Humphreys School of Law 2003 — 2006
Juris Doctor, Law
The University of Tennessee at Chattanooga 1996 — 2003
Bachelor of Arts (BA), History
New York Life Insurance Company April 2015 - Present
Law Office of J. Stephen Fitzsimmons, II January 2007 - April 2015
IBERIABANK November 2013 - July 2014
IBERIABANK October 2011 - November 2013
Regions Financial Corporation 2007 - 2011
Skills
Banking, Branch Management, Consumer Lending, Small Business Lending, Life Insurance, 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Guaranteed Lifetime...
Education
The University of Memphis—Cecil C. Humphreys School of Law 2003 — 2006
Juris Doctor, Law
The University of Tennessee at Chattanooga 1996 — 2003
Bachelor of Arts (BA), History
Kevin Johnson, CLU®, ChFC®'s New York Life Insurance Company Experience 2000 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC, A Registered Investment Advisor 2008 - Present
New York Life Insurance Company 2000 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Employee Benefits, Retirement, Life Insurance, Long Term Care Insurance, Investments, Mutual Funds, Strategic Planning, Leadership, 401(k) Rollovers, Protection..., Asset Protection, Annuity Sales, Education Funding..., Life Insurance..., Financial Services, Succession Planning, Whole Life Insurance, Wealth Preservation...
Education
University of Kansas
Bachelor's Degree
Eagle Strategies LLC, A Registered Investment Advisor 2008 - Present
New York Life Insurance Company 2000 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Employee Benefits, Retirement, Life Insurance, Long Term Care Insurance, Investments, Mutual Funds, Strategic Planning, Leadership, 401(k) Rollovers, Protection..., Asset Protection, Annuity Sales, Education Funding..., Life Insurance..., Financial Services, Succession Planning, Whole Life Insurance, Wealth Preservation...
Education
University of Kansas
Bachelor's Degree
Hank Randolph Hank Randolph's New York Life Insurance Company Experience December 2001 - August 2008
Job
Industry
Experience
Randolph Management, Inc 2007 - Present
Tall Boy Beverage Co. April 2009 - May 2015
New York Life Insurance Company December 2001 - August 2008
Skills
Management, Microsoft Office, Microsoft Excel, Microsoft Word, Business Process..., Business Development, Small Business
Education
The University of Georgia 1996 — 2000
Bachelor of Business Administration (B.B.A.), Economics
Randolph Management, Inc 2007 - Present
Tall Boy Beverage Co. April 2009 - May 2015
New York Life Insurance Company December 2001 - August 2008
Skills
Management, Microsoft Office, Microsoft Excel, Microsoft Word, Business Process..., Business Development, Small Business
Education
The University of Georgia 1996 — 2000
Bachelor of Business Administration (B.B.A.), Economics
Rick Raglow's New York Life Insurance Company Experience June 2014 - May 2015
Job Owner, RaglowMedia
Industry Media Production
Experience
RaglowMedia May 2015 - Present
New York Life Insurance Company June 2014 - May 2015
RaglowMedia April 2013 - April 2014
HNTB June 2008 - April 2013
Sprint June 1989 - April 2007
St. Luke's Hospital of Kansas City 1984 - 1989
Skills
Multimedia, Public Relations, Media Production, Management, Documentaries, Project Management, Producing, Advertising, Strategy, Webcasting, Brand Development, Project Planning, Marketing Communications, Broadcast, Post Production, Film, Writing, Social Media, Creative Direction, Content Development, Storytelling, Event Planning, Proposal Writing, HD, Motion Graphics, Content Strategy, Corporate Communications, Documentary, Entertainment, Digital Media, Copywriting, Strategic Communications, Integrated Marketing, Streaming Media, New Media, Adobe Creative Suite, Media Relations, Social Media Marketing, Content Management, Internal Communications, Video Production, Communications..., Creative Solutions, Creative Writing, HD Video, Video, Television, Video Editing, Videography
Education
The University of Kansas 1976 — 1978
MBA
The University of Kansas 1972 — 1978
BGS/MBA
RaglowMedia May 2015 - Present
New York Life Insurance Company June 2014 - May 2015
RaglowMedia April 2013 - April 2014
HNTB June 2008 - April 2013
Sprint June 1989 - April 2007
St. Luke's Hospital of Kansas City 1984 - 1989
Skills
Multimedia, Public Relations, Media Production, Management, Documentaries, Project Management, Producing, Advertising, Strategy, Webcasting, Brand Development, Project Planning, Marketing Communications, Broadcast, Post Production, Film, Writing, Social Media, Creative Direction, Content Development, Storytelling, Event Planning, Proposal Writing, HD, Motion Graphics, Content Strategy, Corporate Communications, Documentary, Entertainment, Digital Media, Copywriting, Strategic Communications, Integrated Marketing, Streaming Media, New Media, Adobe Creative Suite, Media Relations, Social Media Marketing, Content Management, Internal Communications, Video Production, Communications..., Creative Solutions, Creative Writing, HD Video, Video, Television, Video Editing, Videography
Education
The University of Kansas 1976 — 1978
MBA
The University of Kansas 1972 — 1978
BGS/MBA
Brett Loxterman's New York Life Insurance Company Experience November 2014 - March 2015
Job Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company November 2014 - March 2015
Lockton Companies May 2014 - October 2014
Lockton Companies November 2012 - April 2014
Southwest Airlines July 2010 - November 2012
JPMorgan Retirement Plan Services November 2006 - June 2010
JPMorgan Retirement Plan Services January 2006 - September 2006
JPMorgan Retirement Plan Services January 2005 - January 2006
Skills
Employee Benefits, Customer Service, Sales, Consulting, Public Speaking, 401k, Defined Benefit, Retirement, Mutual Funds, Investments, Asset Managment, ERISA, Pensions, Benefits Administration, Payroll Analysis, SAP ERP, Business Objects, Series 6, Series 63, Series 65, Project Management, Life & Health Insurance..., Financial Advisory, Management, Analysis, Financial Services, Retirement Planning, Asset Management
Education
University of Kansas 1998 — 2003
Bachelor of General Studies Sociology and History, Social Deviance and US History Post WWII
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company November 2014 - March 2015
Lockton Companies May 2014 - October 2014
Lockton Companies November 2012 - April 2014
Southwest Airlines July 2010 - November 2012
JPMorgan Retirement Plan Services November 2006 - June 2010
JPMorgan Retirement Plan Services January 2006 - September 2006
JPMorgan Retirement Plan Services January 2005 - January 2006
Skills
Employee Benefits, Customer Service, Sales, Consulting, Public Speaking, 401k, Defined Benefit, Retirement, Mutual Funds, Investments, Asset Managment, ERISA, Pensions, Benefits Administration, Payroll Analysis, SAP ERP, Business Objects, Series 6, Series 63, Series 65, Project Management, Life & Health Insurance..., Financial Advisory, Management, Analysis, Financial Services, Retirement Planning, Asset Management
Education
University of Kansas 1998 — 2003
Bachelor of General Studies Sociology and History, Social Deviance and US History Post WWII
Alex Gunderson's New York Life Insurance Company Experience October 2009 - Present
Job Financial Services Professional at New York Life Insurance Company, NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company October 2009 - Present
Skills
Estate Planning, Retirement Planning, Life Insurance, Investments, Financial Planning, Disability Insurance, Long Term Care Insurance, 401k Rollovers, IRA Funding
Education
The University of Kansas
Wichita State University
New York Life Insurance Company October 2009 - Present
Skills
Estate Planning, Retirement Planning, Life Insurance, Investments, Financial Planning, Disability Insurance, Long Term Care Insurance, 401k Rollovers, IRA Funding
Education
The University of Kansas
Wichita State University
Joshua J. Boncosky's New York Life Insurance Company Experience January 2013 - July 2013
Job Specialty Products Manager at Nexgen Building Supply
Industry Building Materials
Experience
NexGen Building Supply August 2013 - Present
New York Life Insurance Company January 2013 - July 2013
Klein & Co Inc March 2012 - June 2012
Terrazzo & Marble Supply Companies April 2004 - March 2012
Terrazzo & Marble Supply Companies April 2004 - August 2008
Skills
Sales Operations, Sales Management, Management, Budgets, Flooring, Pricing, Customer Service, Purchasing, Contract Negotiation, Selling, New Business Development, Materials Management, International Logistics, Terrazzo, Account Management, Key Account Management, Team Building, Logistics, Negotiation, Creative Problem Solving, Logistics Management, Customer Satisfaction, Brand Loyalty, Marble, Process Scheduler, Contractors, Salesforce.com, Outside Sales, User Interface Design, Sales Presentations, Competitive Analysis, Forecasting, Contract Management, Cold Calling, Sales Support, Customer Relations, Customer Loyalty, Pre-sales Technical..., Leadership, Direct Sales, Cross-functional Team..., Air Barriers, Building Envelope, Venetian Plaster, EIFS, Coatings Technology, Color Management, Cladding, Exterior Finishes, Acoustical Ceilings
Education
University of Kansas 1998 — 2003
Communications, Business development, American History, English
BHS
NexGen Building Supply August 2013 - Present
New York Life Insurance Company January 2013 - July 2013
Klein & Co Inc March 2012 - June 2012
Terrazzo & Marble Supply Companies April 2004 - March 2012
Terrazzo & Marble Supply Companies April 2004 - August 2008
Skills
Sales Operations, Sales Management, Management, Budgets, Flooring, Pricing, Customer Service, Purchasing, Contract Negotiation, Selling, New Business Development, Materials Management, International Logistics, Terrazzo, Account Management, Key Account Management, Team Building, Logistics, Negotiation, Creative Problem Solving, Logistics Management, Customer Satisfaction, Brand Loyalty, Marble, Process Scheduler, Contractors, Salesforce.com, Outside Sales, User Interface Design, Sales Presentations, Competitive Analysis, Forecasting, Contract Management, Cold Calling, Sales Support, Customer Relations, Customer Loyalty, Pre-sales Technical..., Leadership, Direct Sales, Cross-functional Team..., Air Barriers, Building Envelope, Venetian Plaster, EIFS, Coatings Technology, Color Management, Cladding, Exterior Finishes, Acoustical Ceilings
Education
University of Kansas 1998 — 2003
Communications, Business development, American History, English
BHS
Nicholas Cannady's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company September 2014 - Present
Education
The University of Kansas 2008 — 2013
Bachelor's degree, History and Political Science
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company September 2014 - Present
Education
The University of Kansas 2008 — 2013
Bachelor's degree, History and Political Science
Mo Golany, Partner, at New York Life's New York Life Insurance Company Experience June 2015 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company October 2012 - May 2015
Interactive Brokers March 2011 - July 2011
Lynx Capital Partners December 2004 - November 2009
UBS Investment Bank June 2003 - November 2004
Worldco, LLC December 2001 - January 2003
Emerson Bennett & Associates October 2000 - July 2001
Skills
Management, Agent Coaching, Agent Development, Agent Retention, Leadership Development, Leading People, Mentoring, Life Insurance..., Annuity Sales, Securities, 401(k) Rollovers, Life Insurance, Series 7, Series 63, Equities, Finance, Financial Services, Investments, Sales, Customer Service, Equity Trading, FINRA, Electronic Trading, Fixed Income, Mutual Funds, Health Insurance, Insurance, Risk Management, Microsoft Excel, Accounting, Leadership
Education
The University of Kansas 1996 — 2000
B.S, Economics
Harrison High School 1992 — 1996
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company October 2012 - May 2015
Interactive Brokers March 2011 - July 2011
Lynx Capital Partners December 2004 - November 2009
UBS Investment Bank June 2003 - November 2004
Worldco, LLC December 2001 - January 2003
Emerson Bennett & Associates October 2000 - July 2001
Skills
Management, Agent Coaching, Agent Development, Agent Retention, Leadership Development, Leading People, Mentoring, Life Insurance..., Annuity Sales, Securities, 401(k) Rollovers, Life Insurance, Series 7, Series 63, Equities, Finance, Financial Services, Investments, Sales, Customer Service, Equity Trading, FINRA, Electronic Trading, Fixed Income, Mutual Funds, Health Insurance, Insurance, Risk Management, Microsoft Excel, Accounting, Leadership
Education
The University of Kansas 1996 — 2000
B.S, Economics
Harrison High School 1992 — 1996
Greg Azar Greg Azar's New York Life Insurance Company Experience January 1985 - June 1995
Job First Source Medical
Industry Medical Devices
Experience
First Source Medical June 2000 - Present
Amedica Corporation November 2009 - November 2012
DePuy Spine June 2000 - 2009
Alstate Insurance Co January 1995 - June 2000
Smith & Nephew Orthopaedics March 1990 - June 1995
New York Life Insurance Company January 1985 - June 1995
University of New Mexico November 1981 - June 1985
Skills
Operating Room, New Business Development, Spine, Orthopedic, Medical Devices, Neurosurgery, Bone, Cross-functional Team..., Account Management, Hospitals, Biomedical Engineering, Surgeons, FDA, Marketing Strategy, Minimally Invasive..., Surgical Instruments, Product Marketing, Surgery, Sales Operations, Market Development, Biotechnology, Urology, Interventional Radiology, Neurology, Interventional..., Capital Equipment, Sports Medicine, Product Development, Disposables, Cardiology, ISO 13485, Lifesciences, Vascular, Commercialization, Product Launch, Healthcare, Start-ups, Design Control, Pharmaceutical Sales, General Surgery, Sales Force Development, Surgical Device Sales, Selling Skills, Spinal Implants, Sales Effectiveness, OB/GYN, Global Marketing, ENT, Endoscopy, Operating Room Sales
Education
The University of New Mexico - Robert O. Anderson School of Management 1978 — 1982
B.U.S, Business and Engineering
The University of New Mexico 1978 — 1981
Bachelor of Business Administration (BBA)
First Source Medical June 2000 - Present
Amedica Corporation November 2009 - November 2012
DePuy Spine June 2000 - 2009
Alstate Insurance Co January 1995 - June 2000
Smith & Nephew Orthopaedics March 1990 - June 1995
New York Life Insurance Company January 1985 - June 1995
University of New Mexico November 1981 - June 1985
Skills
Operating Room, New Business Development, Spine, Orthopedic, Medical Devices, Neurosurgery, Bone, Cross-functional Team..., Account Management, Hospitals, Biomedical Engineering, Surgeons, FDA, Marketing Strategy, Minimally Invasive..., Surgical Instruments, Product Marketing, Surgery, Sales Operations, Market Development, Biotechnology, Urology, Interventional Radiology, Neurology, Interventional..., Capital Equipment, Sports Medicine, Product Development, Disposables, Cardiology, ISO 13485, Lifesciences, Vascular, Commercialization, Product Launch, Healthcare, Start-ups, Design Control, Pharmaceutical Sales, General Surgery, Sales Force Development, Surgical Device Sales, Selling Skills, Spinal Implants, Sales Effectiveness, OB/GYN, Global Marketing, ENT, Endoscopy, Operating Room Sales
Education
The University of New Mexico - Robert O. Anderson School of Management 1978 — 1982
B.U.S, Business and Engineering
The University of New Mexico 1978 — 1981
Bachelor of Business Administration (BBA)
Angelo Valdez's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional at NYLIFE Securities specializing in Retirement, Estate and Business Planning.
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Heel Inc. April 2010 - June 2013
Heel Inc. March 2006 - April 2010
Heartland Home Finance 2004 - 2006
Ameriquest Mortgage Company 2002 - 2004
MCI 1996 - 2002
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Retirement Income..., Life Insurance..., Supplements to Employee..., Business Planning, Leadership, Mutual Funds, Investments, Buy-sell Agreements, Team Building, Strategic Planning, Team Leadership, Business Development, Sales Operations, Marketing Strategy, Sales Presentations, Marketing, B2B, Account Management, Cross-functional Team..., Market Analysis, Market Research, Market Planning, Customer Satisfaction, Contract Negotiation, Sales, Direct Sales
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Universidad de Guanajuato 2000 — 2000
Spanish, History
The University of New Mexico 1995 — 2000
BA, Marketing and Operations Management
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Heel Inc. April 2010 - June 2013
Heel Inc. March 2006 - April 2010
Heartland Home Finance 2004 - 2006
Ameriquest Mortgage Company 2002 - 2004
MCI 1996 - 2002
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Retirement Income..., Life Insurance..., Supplements to Employee..., Business Planning, Leadership, Mutual Funds, Investments, Buy-sell Agreements, Team Building, Strategic Planning, Team Leadership, Business Development, Sales Operations, Marketing Strategy, Sales Presentations, Marketing, B2B, Account Management, Cross-functional Team..., Market Analysis, Market Research, Market Planning, Customer Satisfaction, Contract Negotiation, Sales, Direct Sales
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Universidad de Guanajuato 2000 — 2000
Spanish, History
The University of New Mexico 1995 — 2000
BA, Marketing and Operations Management
Israel Hurtado Israel Hurtado's New York Life Insurance Company Experience October 2014 - Present
Job Marketing Specialist at Barcel USA
Industry Food & Beverages
Experience
Barcel USA April 2015 - Present
New York Life Insurance Company October 2014 - Present
Las Ranitas Restaurantes Mexicanos March 2014 - September 2014
FC Dallas May 2013 - August 2013
AllPlayers.com, Inc. July 2012 - January 2013
University of Dallas, Graduate School of Management January 2012 - July 2012
Magnetoimagenes, C.A August 2009 - July 2011
Union Radio March 2009 - January 2011
Union Radio January 2010 - 2011
Inmobiliaria C.G.S March 2008 - March 2009
Skills
Account Management, Relationship Building, Business Networking, Business Insurance..., Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Direct Sales, Insurance, Leadership, Licensed Life Insurance..., Life Insurance, Life Insurance..., Networking, Personal Finance, Public Speaking, Retirement Planning, Seminar Marketing, Term Life Insurance, Writing, Time Management
Education
The University of Dallas 2015 — 2016
MS of Finance, Finance, General
The University of Dallas 2011 — 2013
Master of Business Administration (MBA), Sports and Entertainment and Marketing
Universidad Central de Venezuela 2010 — 2011
Post graduate, Marketing Management - Mercadeo empresarial
2004-2009Universidad Metropolitana 2004 — 2009
Liberal Arts, Administration and management
Colegio Claret 1992 — 2003
High School Diploma
Barcel USA April 2015 - Present
New York Life Insurance Company October 2014 - Present
Las Ranitas Restaurantes Mexicanos March 2014 - September 2014
FC Dallas May 2013 - August 2013
AllPlayers.com, Inc. July 2012 - January 2013
University of Dallas, Graduate School of Management January 2012 - July 2012
Magnetoimagenes, C.A August 2009 - July 2011
Union Radio March 2009 - January 2011
Union Radio January 2010 - 2011
Inmobiliaria C.G.S March 2008 - March 2009
Skills
Account Management, Relationship Building, Business Networking, Business Insurance..., Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Direct Sales, Insurance, Leadership, Licensed Life Insurance..., Life Insurance, Life Insurance..., Networking, Personal Finance, Public Speaking, Retirement Planning, Seminar Marketing, Term Life Insurance, Writing, Time Management
Education
The University of Dallas 2015 — 2016
MS of Finance, Finance, General
The University of Dallas 2011 — 2013
Master of Business Administration (MBA), Sports and Entertainment and Marketing
Universidad Central de Venezuela 2010 — 2011
Post graduate, Marketing Management - Mercadeo empresarial
2004-2009Universidad Metropolitana 2004 — 2009
Liberal Arts, Administration and management
Colegio Claret 1992 — 2003
High School Diploma
Orantes L. Grant Orantes L. Grant's New York Life Insurance Company Experience August 2009 - February 2010
Job Relationship Manager at National Wealth Management, LLC.
Industry Financial Services
Experience
National Wealth Management, LLC. April 2014 - Present
Wells Fargo August 2012 - April 2014
PNC Financial Services Group April 2010 - August 2012
New York Life Insurance Company August 2009 - February 2010
Jonas Jennings July 2007 - August 2009
Enterprise Rent A Car January 2006 - July 2007
National Football League April 2000 - December 2004
Skills
Mutual Funds, Wealth Management, Investments, Fixed Annuities, 401k, Investment Strategies, Retirement Plan..., IRAs, Retirement, Insurance, Retirement Planning, Small Business Advisor, Personal Budget..., Estate Planning, Relationship Management, Disability Insurance
Education
The University of Georgia 1996 — 2000
B.S, Child and Family Development
Dunwoody High School 1993 — 1996
National Wealth Management, LLC. April 2014 - Present
Wells Fargo August 2012 - April 2014
PNC Financial Services Group April 2010 - August 2012
New York Life Insurance Company August 2009 - February 2010
Jonas Jennings July 2007 - August 2009
Enterprise Rent A Car January 2006 - July 2007
National Football League April 2000 - December 2004
Skills
Mutual Funds, Wealth Management, Investments, Fixed Annuities, 401k, Investment Strategies, Retirement Plan..., IRAs, Retirement, Insurance, Retirement Planning, Small Business Advisor, Personal Budget..., Estate Planning, Relationship Management, Disability Insurance
Education
The University of Georgia 1996 — 2000
B.S, Child and Family Development
Dunwoody High School 1993 — 1996
Abe Samari Abe Samari's New York Life Insurance Company Experience May 2000 - January 2001
Job Regional Sales & Distribution Manager at MercedesBenz USA, LLC
Industry Automotive
Experience
Mercedes-Benz USA, LLC July 2014 - Present
Mercedes Benz USA, LLC June 2011 - Present
Toyota Motor Sales USA, inc January 2001 - June 2011
Toyota Motor Sales USA, Inc September 2002 - October 2005
Toyota Motor Sales USA, Inc November 2001 - August 2002
Toyota Motor Sales USA, Inc January 2001 - October 2001
New York Life Insurance Company May 2000 - January 2001
University of New Mexico Daily Lobo August 1999 - May 2000
New Mexico Public Interest Group May 1998 - August 1998
AAA Auto Sales January 1994 - August 1996
Skills
Account Management, Automotive Aftermarket, Advertising, Salesforce.com, Automotive, Sales, Vehicles, Profit, Automobile, Customer Satisfaction, Negotiation, Dealers, Customer Retention, Operations Management, Sales Operations, Forecasting, Sales Management, Marketing, Retail, New Business Development, Sales Process, Business Planning, Sales Presentations, Dealer Management, Management, Friendly Personality, Warranty, Parts, Inventory Management, Pricing, Aftersales, Competitive Analysis, Fleet Management, B2B, Automotive Repair, Market Planning, Purchasing, Automotive Parts, Selling, Team Building, Continuous Improvement, Toyota Production System, Tires, Cross-functional Team..., Reynolds, P&L, Market Analysis, Recruiting, Deal Closure
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 2001
Bachelor of Business Administration (BBA), Marketing
The University of Edinburgh 2000 — 2000
Exchange, Business, Advertising
East Wood High 1992 — 1996
Mercedes-Benz USA, LLC July 2014 - Present
Mercedes Benz USA, LLC June 2011 - Present
Toyota Motor Sales USA, inc January 2001 - June 2011
Toyota Motor Sales USA, Inc September 2002 - October 2005
Toyota Motor Sales USA, Inc November 2001 - August 2002
Toyota Motor Sales USA, Inc January 2001 - October 2001
New York Life Insurance Company May 2000 - January 2001
University of New Mexico Daily Lobo August 1999 - May 2000
New Mexico Public Interest Group May 1998 - August 1998
AAA Auto Sales January 1994 - August 1996
Skills
Account Management, Automotive Aftermarket, Advertising, Salesforce.com, Automotive, Sales, Vehicles, Profit, Automobile, Customer Satisfaction, Negotiation, Dealers, Customer Retention, Operations Management, Sales Operations, Forecasting, Sales Management, Marketing, Retail, New Business Development, Sales Process, Business Planning, Sales Presentations, Dealer Management, Management, Friendly Personality, Warranty, Parts, Inventory Management, Pricing, Aftersales, Competitive Analysis, Fleet Management, B2B, Automotive Repair, Market Planning, Purchasing, Automotive Parts, Selling, Team Building, Continuous Improvement, Toyota Production System, Tires, Cross-functional Team..., Reynolds, P&L, Market Analysis, Recruiting, Deal Closure
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 2001
Bachelor of Business Administration (BBA), Marketing
The University of Edinburgh 2000 — 2000
Exchange, Business, Advertising
East Wood High 1992 — 1996
Kimberly Higney Kimberly Higney's New York Life Insurance Company Experience June 2014 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Netstreet Brokerage April 2012 - June 2014
Unified Health Services November 2009 - November 2011
Andria Lewis Events May 2010 - August 2010
Extreme Events Catering May 2006 - November 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Strategic Planning, Management, Sales, Marketing, Account Management, Process Improvement, Leadership, Project Management
Education
The University of Memphis 2003 — 2007
Bachelor of Business Administration (BBA), Hospitality and Resort Management
New York Life Insurance Company June 2014 - Present
Netstreet Brokerage April 2012 - June 2014
Unified Health Services November 2009 - November 2011
Andria Lewis Events May 2010 - August 2010
Extreme Events Catering May 2006 - November 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Strategic Planning, Management, Sales, Marketing, Account Management, Process Improvement, Leadership, Project Management
Education
The University of Memphis 2003 — 2007
Bachelor of Business Administration (BBA), Hospitality and Resort Management
Sam Winward Sam Winward's New York Life Insurance Company Experience May 2008 - Present
Job Dedicated Financial Adviser helping families and businesses in Cache Valley and beyond ChFC®, CLU®, LUTCF, CLTC
Industry Financial Services
Experience
Winward Financial Insurance & Investments LLC December 2011 - Present
Eagle Strategies, LLC (New York Life Company) January 2012 - Present
NYLIFE Securities LLC October 2008 - Present
New York Life Insurance Company May 2008 - Present
Frontier Adjusters September 2002 - July 2008
Cerner Corporation January 2002 - September 2002
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Licensed in Long-Term..., Securities, Financial Services, FINRA, Life Insurance, Customer Service, Sales, Fixed Annuities, Leadership
Education
The University of Georgia 2000 — 2001
M. Ed., Instructional Technology
Utah State University 1994 — 2000
BS, Environmental Engineering
Soda Springs High School 1990 — 1994
Winward Financial Insurance & Investments LLC December 2011 - Present
Eagle Strategies, LLC (New York Life Company) January 2012 - Present
NYLIFE Securities LLC October 2008 - Present
New York Life Insurance Company May 2008 - Present
Frontier Adjusters September 2002 - July 2008
Cerner Corporation January 2002 - September 2002
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Licensed in Long-Term..., Securities, Financial Services, FINRA, Life Insurance, Customer Service, Sales, Fixed Annuities, Leadership
Education
The University of Georgia 2000 — 2001
M. Ed., Instructional Technology
Utah State University 1994 — 2000
BS, Environmental Engineering
Soda Springs High School 1990 — 1994
Mark Christman's New York Life Insurance Company Experience 1995 - 1999
Job Global Account General Manager, Financial Services at CSC
Industry Information Technology and Services
Experience
CSC 2012 - Present
CSC 2008 - 2012
CSC 1999 - 2008
New York Life Insurance Company 1995 - 1999
CSC 1991 - 1995
Skills
Business Development, Program Management, Professional Services, Service Delivery, BPO, Financial Services, Outsourcing, IT Strategy, Enterprise Software, IT Outsourcing, Management Consulting, Business Intelligence
Education
University of Kansas 1900 — 1900
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CSC 2012 - Present
CSC 2008 - 2012
CSC 1999 - 2008
New York Life Insurance Company 1995 - 1999
CSC 1991 - 1995
Skills
Business Development, Program Management, Professional Services, Service Delivery, BPO, Financial Services, Outsourcing, IT Strategy, Enterprise Software, IT Outsourcing, Management Consulting, Business Intelligence
Education
University of Kansas 1900 — 1900
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Andrew Stark's New York Life Insurance Company Experience December 2010 - December 2012
Job Petroleum Landman at J. Fred Hambright, Inc.
Industry Oil & Energy
Experience
J. Fred Hambright, Inc. December 2012 - Present
New York Life Insurance Company December 2010 - December 2012
Skills
Mineral Rights, Title Opinions, Natural Gas, Division Orders, Titles, Energy Industry, Title Searches, Leases, Gas, Lease Negotiations, Deeds, Petroleum, Oil/Gas, Enertia, Oil & Gas
Education
The University of Kansas
Wichita State University
J. Fred Hambright, Inc. December 2012 - Present
New York Life Insurance Company December 2010 - December 2012
Skills
Mineral Rights, Title Opinions, Natural Gas, Division Orders, Titles, Energy Industry, Title Searches, Leases, Gas, Lease Negotiations, Deeds, Petroleum, Oil/Gas, Enertia, Oil & Gas
Education
The University of Kansas
Wichita State University
Mauro Antognelli, CFA Mauro Antognelli, CFA's New York Life Insurance Company Experience September 2007 - July 2012
Job SVP / Senior Investment Strategist Wealth Management
Industry Investment Management
Experience
Wells Fargo Private Bank September 2012 - Present
New York Life Insurance Company September 2007 - July 2012
Citi Private Bank November 2003 - November 2006
State Street Gobal Advisors (SSgA) October 1999 - October 2003
Chase August 1997 - October 1999
Skills
Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Asset Allocation, Private Banking, ETFs, Hedge Funds, Investments, Asset Management, Investment Management, Asset Managment, Equities, Institutional..., Due Diligence, Investment Advisory, Risk Management, Global Tactical Asset..., High Net Worth..., Macroeconomics, Separately Managed..., Performance Attribution, Quantitative Investing, Derivatives, Investment Advisory..., Multi Asset Class, Investment Consulting, UHNW, Institutional Investors, Portfolio Management, Securities, Quantitative Analytics, Capital Markets, Financial Services, Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Investments
The University of Texas at Austin
Master of Science (M.S.), Chemical Engineering
The University of Texas at Austin
Bachelor of Science (B.S.), Chemical Engineering
Wells Fargo Private Bank September 2012 - Present
New York Life Insurance Company September 2007 - July 2012
Citi Private Bank November 2003 - November 2006
State Street Gobal Advisors (SSgA) October 1999 - October 2003
Chase August 1997 - October 1999
Skills
Investment Strategies, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Asset Allocation, Private Banking, ETFs, Hedge Funds, Investments, Asset Management, Investment Management, Asset Managment, Equities, Institutional..., Due Diligence, Investment Advisory, Risk Management, Global Tactical Asset..., High Net Worth..., Macroeconomics, Separately Managed..., Performance Attribution, Quantitative Investing, Derivatives, Investment Advisory..., Multi Asset Class, Investment Consulting, UHNW, Institutional Investors, Portfolio Management, Securities, Quantitative Analytics, Capital Markets, Financial Services, Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Investments
The University of Texas at Austin
Master of Science (M.S.), Chemical Engineering
The University of Texas at Austin
Bachelor of Science (B.S.), Chemical Engineering
Tracy Johns Tracy Johns's New York Life Insurance Company Experience March 2011 - November 2011
Job Experienced Corporate IT Help Desk Analyst
Industry Information Technology and Services
Experience
International Paper February 2012 - August 2015
New York Life Insurance Company March 2011 - November 2011
Hilton Worldwide August 2008 - November 2010
Hilton Worldwide November 2007 - August 2008
Hilton Worldwide May 2006 - November 2007
United States Marine Corps March 2002 - March 2006
Skills
Windows 9x, Windows XP Professional, Windows 7, Windows Server 2008, Remedy, Outlook, VirtualBox, Wireshark, VPN, VNC, Microsoft Office, Quickbooks
Education
The University of Memphis—Cecil C. Humphreys School of Law 2015 — 2018
Doctor of Law (J.D.), Law
The University of Memphis 2006 — 2011
BBA, Finance
University of Mississippi 2000 — 2001
Computer Science
International Paper February 2012 - August 2015
New York Life Insurance Company March 2011 - November 2011
Hilton Worldwide August 2008 - November 2010
Hilton Worldwide November 2007 - August 2008
Hilton Worldwide May 2006 - November 2007
United States Marine Corps March 2002 - March 2006
Skills
Windows 9x, Windows XP Professional, Windows 7, Windows Server 2008, Remedy, Outlook, VirtualBox, Wireshark, VPN, VNC, Microsoft Office, Quickbooks
Education
The University of Memphis—Cecil C. Humphreys School of Law 2015 — 2018
Doctor of Law (J.D.), Law
The University of Memphis 2006 — 2011
BBA, Finance
University of Mississippi 2000 — 2001
Computer Science
Mandy Overstreet Mandy Overstreet's New York Life Insurance Company Experience November 2010 - March 2011
Job Marketing for Senior Housing at Ardenwoods
Industry Marketing and Advertising
Experience
Ardenwoods November 2013 - Present
GV Financial Advisors May 2012 - November 2013
Elwood & Goetz Wealth Advisory Group December 2011 - April 2012
GV Financial Advisors April 2011 - December 2011
New York Life Insurance Company November 2010 - March 2011
Skills
Microsoft Excel, Strategic Financial..., Microsoft Word, Customer Service, Leadership, Retirement Planning, Microsoft Office, Customer Relations, Financial Planning, Data Analysis, Research, Risk Management, Outlook, Insurance, Finance, Marketing, Sales, Event Planning, Social Media
Education
The University of Georgia 2007 — 2011
BS, Family Financial Planning
Madison County High School
Ardenwoods November 2013 - Present
GV Financial Advisors May 2012 - November 2013
Elwood & Goetz Wealth Advisory Group December 2011 - April 2012
GV Financial Advisors April 2011 - December 2011
New York Life Insurance Company November 2010 - March 2011
Skills
Microsoft Excel, Strategic Financial..., Microsoft Word, Customer Service, Leadership, Retirement Planning, Microsoft Office, Customer Relations, Financial Planning, Data Analysis, Research, Risk Management, Outlook, Insurance, Finance, Marketing, Sales, Event Planning, Social Media
Education
The University of Georgia 2007 — 2011
BS, Family Financial Planning
Madison County High School
Chelsea Granados's New York Life Insurance Company Experience 2012 - 2012
Job Recruiting Support Specialist at Google
Industry Staffing and Recruiting
Experience
Google November 2014 - Present
Google December 2013 - November 2014
Golden State Warriors 2012 - 2014
Google (Contract) February 2013 - December 2013
New Mexico Stars- Indoor Football League December 2011 - June 2012
New York Life Insurance Company 2012 - 2012
Aflac 2010 - 2012
NBA Development League July 2010 - April 2011
Stylz & Co., LLC 2010 - 2011
Skills
Leadership, Project Management, Continuous Process..., Program Management, Interviews, Coordinating Schedules, Program Development, Customer Service, Data Analysis, Business Development, Event Management, Cross-functional..., Writing, Sports Entertainment, Internal Communications, Public Speaking
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration, Marketing Concentration, Graduated cum laude with 3.70 G.P.A.
Google November 2014 - Present
Google December 2013 - November 2014
Golden State Warriors 2012 - 2014
Google (Contract) February 2013 - December 2013
New Mexico Stars- Indoor Football League December 2011 - June 2012
New York Life Insurance Company 2012 - 2012
Aflac 2010 - 2012
NBA Development League July 2010 - April 2011
Stylz & Co., LLC 2010 - 2011
Skills
Leadership, Project Management, Continuous Process..., Program Management, Interviews, Coordinating Schedules, Program Development, Customer Service, Data Analysis, Business Development, Event Management, Cross-functional..., Writing, Sports Entertainment, Internal Communications, Public Speaking
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration, Marketing Concentration, Graduated cum laude with 3.70 G.P.A.
Donald E. Helms CLU, CLF Donald E. Helms CLU, CLF's New York Life Insurance Company Experience June 1976 - August 2005
Job Regional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group March 2012 - June 2013
Memphis MidSouth Financial Group of MassMutual August 2008 - February 2012
New York Life Insurance Company June 1976 - August 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Retirement, Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Leadership, Employee Benefits, Coaching, Series 63, Management, Finance, IRAs, Financial Planners, Securities
Education
The American College, Bryn Mawr PA 1976 — 2002
CLU, CLF, Insurance and Financial Services
The University of Memphis 1969 — 1970
MassMutual Financial Group July 2013 - Present
MassMutual Financial Group March 2012 - June 2013
Memphis MidSouth Financial Group of MassMutual August 2008 - February 2012
New York Life Insurance Company June 1976 - August 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Retirement, Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Leadership, Employee Benefits, Coaching, Series 63, Management, Finance, IRAs, Financial Planners, Securities
Education
The American College, Bryn Mawr PA 1976 — 2002
CLU, CLF, Insurance and Financial Services
The University of Memphis 1969 — 1970
Lon Dehnert Lon Dehnert's New York Life Insurance Company Experience September 2009 - December 2011
Job Assistant Dean, KU School of Education
Industry Higher Education
Experience
University of Kansas January 2012 - Present
New York Life Insurance Company September 2009 - December 2011
University of Central Oklahoma 1987 - 2009
University of Central Oklahoma January 2007 - May 2008
University of Central Oklahoma 2003 - 2007
Skills
Student Affairs, Higher Education, Program Development, Teaching, University Teaching, Academic Advising, Student Development, Grants, Staff Development, Community Outreach, Curriculum Development, Classroom, Educational Technology, Nonprofits, Academia, Leadership Development, Event Planning, Fundraising, Adult Education, Instructional Technology, Educational Leadership, Research, Curriculum Design, Volunteer Management, Instructional Design, Program Evaluation, Grant Writing, Public Speaking
Education
University of Kansas 1982 — 1987
Doctor of Musical Arts, Choral Conducting
University of Missouri-Kansas City 1979 — 1982
Master of Music, Choral Conducting
The University of Kansas 1973 — 1976
Bachelor of Music Education, Voice & Music Therapy
University of Kansas January 2012 - Present
New York Life Insurance Company September 2009 - December 2011
University of Central Oklahoma 1987 - 2009
University of Central Oklahoma January 2007 - May 2008
University of Central Oklahoma 2003 - 2007
Skills
Student Affairs, Higher Education, Program Development, Teaching, University Teaching, Academic Advising, Student Development, Grants, Staff Development, Community Outreach, Curriculum Development, Classroom, Educational Technology, Nonprofits, Academia, Leadership Development, Event Planning, Fundraising, Adult Education, Instructional Technology, Educational Leadership, Research, Curriculum Design, Volunteer Management, Instructional Design, Program Evaluation, Grant Writing, Public Speaking
Education
University of Kansas 1982 — 1987
Doctor of Musical Arts, Choral Conducting
University of Missouri-Kansas City 1979 — 1982
Master of Music, Choral Conducting
The University of Kansas 1973 — 1976
Bachelor of Music Education, Voice & Music Therapy
Steven Chaves Steven Chaves's New York Life Insurance Company Experience September 2012 - September 2013
Job Dicks Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods September 2013 - Present
New York Life Insurance Company September 2012 - September 2013
Skills
Customer Service, Public Speaking, Budgets, Strategic Planning, Microsoft Office, Microsoft Word, Outlook, Management, Sales Operations, Store Operations, Visual Merchandising
Education
The University of New Mexico 2008 — 2012
Bachelor of Arts (BA), Psychology minor in Business
University of New Mexico
Bachelor of Arts (B.A.) - Minor in Buiness
DICK'S Sporting Goods September 2013 - Present
New York Life Insurance Company September 2012 - September 2013
Skills
Customer Service, Public Speaking, Budgets, Strategic Planning, Microsoft Office, Microsoft Word, Outlook, Management, Sales Operations, Store Operations, Visual Merchandising
Education
The University of New Mexico 2008 — 2012
Bachelor of Arts (BA), Psychology minor in Business
University of New Mexico
Bachelor of Arts (B.A.) - Minor in Buiness
Marty Halpern Marty Halpern's New York Life Insurance Company Experience 1998 - 2001
Job Financial Advisor/ Investment Advisor Representative at VALIC
Industry Financial Services
Experience
VALIC November 2010 - Present
Great West Retirement Services 2005 - 2010
Amsouth and NBC Investment Services 2001 - 2005
New York Life Insurance Company 1998 - 2001
WMC-TV 1993 - 1998
Skills
Financial Planning, Retirement Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Financial Advisory
Education
The University of Memphis 1991 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
University of Maryland College Park 1989 — 1991
Communication and Media Studies
VALIC November 2010 - Present
Great West Retirement Services 2005 - 2010
Amsouth and NBC Investment Services 2001 - 2005
New York Life Insurance Company 1998 - 2001
WMC-TV 1993 - 1998
Skills
Financial Planning, Retirement Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Financial Advisory
Education
The University of Memphis 1991 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
University of Maryland College Park 1989 — 1991
Communication and Media Studies
Shashi Paleti's New York Life Insurance Company Experience September 2013 - Present
Job SAP Enterprise Architect (ECC,BW,BPC,HANA,BIIP,Fiori,SAP SF,IA,BOBJ,Analysis Office) at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
Keysoft Consulting, Inc. August 2004 - September 2013
FMCNA August 2008 - April 2011
Wrigley August 2005 - January 2009
Skills
Business Objects, Business Intelligence, ERP, SAP Netweaver, SAP BW, SAP Implementation, SAP ERP, ABAP, SAP R/3, Business Process, SAP BI, SD, Master Data Management, Data Warehousing, Business Analysis, ETL
Education
The University of Memphis 1997 — 1998
Master's degree, Computer Engineering
New York Life Insurance Company September 2013 - Present
Keysoft Consulting, Inc. August 2004 - September 2013
FMCNA August 2008 - April 2011
Wrigley August 2005 - January 2009
Skills
Business Objects, Business Intelligence, ERP, SAP Netweaver, SAP BW, SAP Implementation, SAP ERP, ABAP, SAP R/3, Business Process, SAP BI, SD, Master Data Management, Data Warehousing, Business Analysis, ETL
Education
The University of Memphis 1997 — 1998
Master's degree, Computer Engineering
Gregory Archunde's New York Life Insurance Company Experience December 2012 - Present
Job Field Agent at New York Life Insurance
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
Knights of Columbus June 2007 - February 2013
Cove Creek Mortgage 2002 - 2007
American General Media 1998 - 2001
Bank of America 1993 - 1998
Skills
Roth IRA, IRAs, Disability Insurance, Whole Life, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Estate Preservation, Permanent Life Insurance, Life Insurance, Retirement, Employee Benefits, Key Person Insurance, Universal Life, Insurance, 401k Rollovers, Wealth Accumulation, Retirement Planning, Financial Planners, Estate Planning, Guaranteed Lifetime..., College Savings Plans, Critical Illness, Retirement Savings, Wealth Preservation..., Licensed Life & Health..., Licensed Life Insurance..., Annuity Sales, Buy-sell Agreements, TFSA, Traditional IRA, Financial Planning
Education
The University of New Mexico 1992 — 1998
Eldorado 1989 — 1992
New York Life Insurance Company December 2012 - Present
Knights of Columbus June 2007 - February 2013
Cove Creek Mortgage 2002 - 2007
American General Media 1998 - 2001
Bank of America 1993 - 1998
Skills
Roth IRA, IRAs, Disability Insurance, Whole Life, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Estate Preservation, Permanent Life Insurance, Life Insurance, Retirement, Employee Benefits, Key Person Insurance, Universal Life, Insurance, 401k Rollovers, Wealth Accumulation, Retirement Planning, Financial Planners, Estate Planning, Guaranteed Lifetime..., College Savings Plans, Critical Illness, Retirement Savings, Wealth Preservation..., Licensed Life & Health..., Licensed Life Insurance..., Annuity Sales, Buy-sell Agreements, TFSA, Traditional IRA, Financial Planning
Education
The University of New Mexico 1992 — 1998
Eldorado 1989 — 1992
Art Tangen's New York Life Insurance Company Experience January 2010 - Present
Job Retirement Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2010 - Present
New York Life Long-Term Care August 2006 - January 2010
New York Life August 2006 - January 2010
Skills
Strategic Planning, Business Development, Marketing, Customer Service, Term Life Insurance, Disability Insurance, Change Management, Cross-functional Team..., Long-term Care, Financial Analysis, Fixed Annuities, Life Insurance, Sales Management, Cold Calling, Employee Benefits, Sales Operations, Market Penetration, Budgets, IRAs, Long Term Care Insurance
Education
The University of New Mexico 1990 — 1994
Bachelor of Science, Construction Engineering
New York Life Insurance Company January 2010 - Present
New York Life Long-Term Care August 2006 - January 2010
New York Life August 2006 - January 2010
Skills
Strategic Planning, Business Development, Marketing, Customer Service, Term Life Insurance, Disability Insurance, Change Management, Cross-functional Team..., Long-term Care, Financial Analysis, Fixed Annuities, Life Insurance, Sales Management, Cold Calling, Employee Benefits, Sales Operations, Market Penetration, Budgets, IRAs, Long Term Care Insurance
Education
The University of New Mexico 1990 — 1994
Bachelor of Science, Construction Engineering
An Goh's New York Life Insurance Company Experience December 2003 - December 2009
Job President at An Insurance Service Company
Industry Insurance
Experience
An Insurance Service Company December 2009 - Present
New York Life Insurance Company December 2003 - December 2009
Cyco Software 1999 - 2003
Skills
Insurance, Process Improvement, Strategic Planning, Business Analysis, Health Insurance, Change Management, Team Leadership, Strategic Financial..., Team Building, Project Management, Risk Management, Business Intelligence, Financial Analysis, Long-term Care, Business Planning, Fixed Annuities, Disability Insurance, Marketing, Business Strategy, Investments, Retirement Planning, Life Insurance, Management Consulting, Portfolio Management, Strategy, Data Analysis, Leadership, Business Process..., Financial Modeling, Budgets, Financial Planning, Wealth Management, Sales, Management
Education
University of Georgia - Terry College of Business 1996 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
The University of Georgia
The University of Georgia
An Insurance Service Company December 2009 - Present
New York Life Insurance Company December 2003 - December 2009
Cyco Software 1999 - 2003
Skills
Insurance, Process Improvement, Strategic Planning, Business Analysis, Health Insurance, Change Management, Team Leadership, Strategic Financial..., Team Building, Project Management, Risk Management, Business Intelligence, Financial Analysis, Long-term Care, Business Planning, Fixed Annuities, Disability Insurance, Marketing, Business Strategy, Investments, Retirement Planning, Life Insurance, Management Consulting, Portfolio Management, Strategy, Data Analysis, Leadership, Business Process..., Financial Modeling, Budgets, Financial Planning, Wealth Management, Sales, Management
Education
University of Georgia - Terry College of Business 1996 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
The University of Georgia
The University of Georgia
Aubrey Alexander's New York Life Insurance Company Experience 1983 - 1985
Job at AVA CONSULTING SERVICES
Industry Financial Services
Experience
AVA CONSULTING SERVICES December 2010 - Present
B B & T Bank 2006 - 2009
Baltimore Housing/Community Development Agency 2001 - 2005
Caregiver 1999 - 2001
CEBO, Inc (Mgmt Consultants & Non-Bank Commercial Lenders) 1990 - 1999
American Security Bank, DC 1986 - 1987
New York Life Insurance Company 1983 - 1985
Prudential Insurance Company 1979 - 1983
Skills
Underwriting, Credit Analysis, Appraisals, Financial Statement..., Commercial Mortgages, Cash Flow, Start-ups, Loans, Real Estate Economics, Portfolio Management, Real Estate, Investments, Credit, Funding, Financial Analysis, Asset Managment, Banking, Valuation, Finance, Investment Properties, Asset Management, Entrepreneurship, Business Planning, Marketing, Management, Analysis, Business Development, Due Diligence, Commercial Lending, Loan Origination, Mortgage Lending, Small Business, Financial Structuring, Commercial Real Estate, Refinance, Real Estate Development, Negotiation, Budgets, Strategic Financial..., Executive Management, New Business Development
Education
The University of Chicago Booth School of Business
MBA, Finance/ Marketing
University of Maryland College Park
BS, Mathematics/ Engineering
University of Maryland College Park
Bachelor of Science (B.S.), Mathematics
AVA CONSULTING SERVICES December 2010 - Present
B B & T Bank 2006 - 2009
Baltimore Housing/Community Development Agency 2001 - 2005
Caregiver 1999 - 2001
CEBO, Inc (Mgmt Consultants & Non-Bank Commercial Lenders) 1990 - 1999
American Security Bank, DC 1986 - 1987
New York Life Insurance Company 1983 - 1985
Prudential Insurance Company 1979 - 1983
Skills
Underwriting, Credit Analysis, Appraisals, Financial Statement..., Commercial Mortgages, Cash Flow, Start-ups, Loans, Real Estate Economics, Portfolio Management, Real Estate, Investments, Credit, Funding, Financial Analysis, Asset Managment, Banking, Valuation, Finance, Investment Properties, Asset Management, Entrepreneurship, Business Planning, Marketing, Management, Analysis, Business Development, Due Diligence, Commercial Lending, Loan Origination, Mortgage Lending, Small Business, Financial Structuring, Commercial Real Estate, Refinance, Real Estate Development, Negotiation, Budgets, Strategic Financial..., Executive Management, New Business Development
Education
The University of Chicago Booth School of Business
MBA, Finance/ Marketing
University of Maryland College Park
BS, Mathematics/ Engineering
University of Maryland College Park
Bachelor of Science (B.S.), Mathematics
Michele Allmaras's New York Life Insurance Company Experience 1998 - 2005
Job IT Application Auditor
Industry Financial Services
Experience
Deutsche Bank 2007 - Present
BNY Mellon 2005 - 2007
New York Life Insurance Company 1998 - 2005
Skills
Information Security, Operational Risk, Financial Risk, Capital Markets, Banking, Asset Management, Market Risk, Accounting, Risk Management, Financial Institutions, Auditing, Derivatives, Insurance, Operational Risk...
Education
The University of Kansas
BA, Mathematics, History of Science
Deutsche Bank 2007 - Present
BNY Mellon 2005 - 2007
New York Life Insurance Company 1998 - 2005
Skills
Information Security, Operational Risk, Financial Risk, Capital Markets, Banking, Asset Management, Market Risk, Accounting, Risk Management, Financial Institutions, Auditing, Derivatives, Insurance, Operational Risk...
Education
The University of Kansas
BA, Mathematics, History of Science
Deb Dockery's New York Life Insurance Company Experience July 2011 - November 2011
Job Patient Service Representative at Vanderbilt University Medical Center
Industry Marketing and Advertising
Experience
Vanderbilt University Medical Center April 2015 - Present
Self Employed December 2011 - Present
BluePrint Pathways September 2014 - February 2015
Vanderbilt University Medical Center August 2013 - February 2014
New York Life Insurance Company July 2011 - November 2011
Dockery Foundation August 2006 - December 2010
95.3 The Rebel July 2009 - June 2010
Citadel Broadcasting February 2005 - December 2007
Beasley Broadcast Group 2001 - 2004
Cox Communications 1999 - 2000
Skills
Marketing, Advertising, Social Media Marketing, Event Planning, Non-profits, Social Media, Public Speaking, Public Relations, Fundraising, Media Relations, Facebook, Radio, Blogging, Press Releases, Event Management, Editing, Social Networking, Newsletters, Broadcast, Copywriting, Management, Coaching, Nonprofits, Digital Media, Online Marketing, Community Outreach, Leadership, Program Management, Music, Time Management, Marketing Strategy, Publicity, New Media, Television, Marketing Communications, Sponsorship, Creative Writing, Email Marketing, Journalism, Sports, Online Advertising, Volunteer Management, Copy Editing, Video, Video Production, Strategic Communications, Entertainment, Digital Marketing, Entrepreneurship, Integrated Marketing
Education
The University of Memphis 1983 — 1988
Communications
Vanderbilt University Medical Center April 2015 - Present
Self Employed December 2011 - Present
BluePrint Pathways September 2014 - February 2015
Vanderbilt University Medical Center August 2013 - February 2014
New York Life Insurance Company July 2011 - November 2011
Dockery Foundation August 2006 - December 2010
95.3 The Rebel July 2009 - June 2010
Citadel Broadcasting February 2005 - December 2007
Beasley Broadcast Group 2001 - 2004
Cox Communications 1999 - 2000
Skills
Marketing, Advertising, Social Media Marketing, Event Planning, Non-profits, Social Media, Public Speaking, Public Relations, Fundraising, Media Relations, Facebook, Radio, Blogging, Press Releases, Event Management, Editing, Social Networking, Newsletters, Broadcast, Copywriting, Management, Coaching, Nonprofits, Digital Media, Online Marketing, Community Outreach, Leadership, Program Management, Music, Time Management, Marketing Strategy, Publicity, New Media, Television, Marketing Communications, Sponsorship, Creative Writing, Email Marketing, Journalism, Sports, Online Advertising, Volunteer Management, Copy Editing, Video, Video Production, Strategic Communications, Entertainment, Digital Marketing, Entrepreneurship, Integrated Marketing
Education
The University of Memphis 1983 — 1988
Communications
Brad Clauser's New York Life Insurance Company Experience January 2015 - Present
Job Senior Actuarial Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Security Benefit June 2011 - December 2014
Protective Life June 2008 - June 2011
Security Benefit August 2007 - June 2008
Skills
Risk Management, Retirement, Insurance, Actuarial Science, Universal Life, Prophet, Life Insurance, Fixed Annuities, Financial Risk
Education
The University of Kansas 2003 — 2007
Bachelor of Science, Mathematics
New York Life Insurance Company January 2015 - Present
Security Benefit June 2011 - December 2014
Protective Life June 2008 - June 2011
Security Benefit August 2007 - June 2008
Skills
Risk Management, Retirement, Insurance, Actuarial Science, Universal Life, Prophet, Life Insurance, Fixed Annuities, Financial Risk
Education
The University of Kansas 2003 — 2007
Bachelor of Science, Mathematics
Matt Brinson's New York Life Insurance Company Experience February 2015 - Present
Job Senior Associate Underwriting at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company October 2011 - February 2015
New York Life February 2010 - October 2011
New York Life Insurance Company August 2007 - February 2010
Skills
Life Insurance, Medical Underwriting, Risk Assessment, Financial underwriting, ECG interpretation, Term Life Insurance, Whole Life, Reinsurance
Education
The University of Georgia 1999 — 2005
B.A., Political Science, History
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company October 2011 - February 2015
New York Life February 2010 - October 2011
New York Life Insurance Company August 2007 - February 2010
Skills
Life Insurance, Medical Underwriting, Risk Assessment, Financial underwriting, ECG interpretation, Term Life Insurance, Whole Life, Reinsurance
Education
The University of Georgia 1999 — 2005
B.A., Political Science, History
Brian Ladyko's New York Life Insurance Company Experience 2009 - Present
Job Agent at New York Life
Industry Broadcast Media
Experience
New York Life February 2009 - Present
New York Life Insurance Company 2009 - Present
Petry Media June 1998 - November 2008
unemployed June 1998 - November 2008
Seltel 1988 - 1998
Katz Media Group 1983 - 1997
Education
The University of Kansas 1977 — 1981
The University of Kansas 1976 — 1980
Bachelor of science, Broadcast Journalism
New York Life February 2009 - Present
New York Life Insurance Company 2009 - Present
Petry Media June 1998 - November 2008
unemployed June 1998 - November 2008
Seltel 1988 - 1998
Katz Media Group 1983 - 1997
Education
The University of Kansas 1977 — 1981
The University of Kansas 1976 — 1980
Bachelor of science, Broadcast Journalism
Jennifer Helland's New York Life Insurance Company Experience March 2010 - April 2011
Job Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo September 2011 - Present
New York Life Insurance Company March 2010 - April 2011
Lutheran Social Services of South Dakota 2005 - 2010
Skills
Leadership, Customer Service, Community Outreach, Recruiting, Public Speaking, Non-profits, Mortgage Lending, Insurance, Microsoft Excel, Strategic Planning, Coaching, Marketing, Process Improvement, Nonprofits, Team Building, FHA, Public Relations, Budgets, Grant Writing, Home mortgage, Homeownership, Homebuyer Education, First-time homebuyers
Education
The University of North Dakota 1999 — 2004
Bachelor of Science (BS), Elementary Education
Wells Fargo September 2011 - Present
New York Life Insurance Company March 2010 - April 2011
Lutheran Social Services of South Dakota 2005 - 2010
Skills
Leadership, Customer Service, Community Outreach, Recruiting, Public Speaking, Non-profits, Mortgage Lending, Insurance, Microsoft Excel, Strategic Planning, Coaching, Marketing, Process Improvement, Nonprofits, Team Building, FHA, Public Relations, Budgets, Grant Writing, Home mortgage, Homeownership, Homebuyer Education, First-time homebuyers
Education
The University of North Dakota 1999 — 2004
Bachelor of Science (BS), Elementary Education
Scott Boswell, MBA, CFA, CEBS's New York Life Insurance Company Experience April 1990 - May 1994
Job President & CEO, West Region at The Commerce Trust Company
Industry Financial Services
Experience
Commerce Bank January 2010 - Present
Commerce Bank August 2009 - Present
Commerce Bancshares, Inc. 2007 - Present
Bank of America 1994 - 2002
Boatmen's Trust Company 1994 - 1997
New York Life Insurance Company April 1990 - May 1994
Aetna Life & Casualty June 1986 - May 1990
Skills
Wealth Management..., Banking, Private Banking, Wealth Preservation..., Personal Wealth..., Trust Management, Institutional Trust and..., Strategic Leadership, Investment Management, Corporate Trust, CFA, Certified Employee..., Wealth Management, Financial Services, Investments, Financial Planning, Private Equity, Insurance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Business Policy
Westminster College (MO) 1982 — 1985
BA, Business, Comp Sci
Commerce Bank January 2010 - Present
Commerce Bank August 2009 - Present
Commerce Bancshares, Inc. 2007 - Present
Bank of America 1994 - 2002
Boatmen's Trust Company 1994 - 1997
New York Life Insurance Company April 1990 - May 1994
Aetna Life & Casualty June 1986 - May 1990
Skills
Wealth Management..., Banking, Private Banking, Wealth Preservation..., Personal Wealth..., Trust Management, Institutional Trust and..., Strategic Leadership, Investment Management, Corporate Trust, CFA, Certified Employee..., Wealth Management, Financial Services, Investments, Financial Planning, Private Equity, Insurance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Business Policy
Westminster College (MO) 1982 — 1985
BA, Business, Comp Sci
James Massen's New York Life Insurance Company Experience January 2010 - Present
Job Agent at New York Life Insurance Company
Industry Restaurants
Experience
New York Life Insurance Company January 2010 - Present
The Lodge February 2009 - February 2010
Off the Wall Advertising March 2009 - October 2009
P & J INC May 2007 - March 2009
Pro Hybrid Training May 2007 - July 2007
Education
The University of North Dakota 2001 — 2008
BBA, Business Management
New York Life Insurance Company January 2010 - Present
The Lodge February 2009 - February 2010
Off the Wall Advertising March 2009 - October 2009
P & J INC May 2007 - March 2009
Pro Hybrid Training May 2007 - July 2007
Education
The University of North Dakota 2001 — 2008
BBA, Business Management
Charles Fiorenza's New York Life Insurance Company Experience July 2011 - May 2013
Job Director Of Sales At America's Mattress
Industry Financial Services
Experience
America's Mattress February 2015 - Present
New York Life Insurance Company July 2011 - May 2013
Americas Mattress July 2009 - April 2011
Don Chalmers Rio Rancho Outlet June 2007 - July 2009
Pitre Buick Pontiac Gmc Hummer September 1993 - April 2007
Skills
Leadership, Strategic Planning, Human Resources, Sales, Training, Management, Team Management, Sales Management, Customer Service, Event Planning, Teamwork, Selling, Time Management, Insurance, Finance, Customer Satisfaction, Team Building
Education
The University of New Mexico 1985 — 1986
General
Cibola High School 1980 — 1984
Diploma, General
America's Mattress February 2015 - Present
New York Life Insurance Company July 2011 - May 2013
Americas Mattress July 2009 - April 2011
Don Chalmers Rio Rancho Outlet June 2007 - July 2009
Pitre Buick Pontiac Gmc Hummer September 1993 - April 2007
Skills
Leadership, Strategic Planning, Human Resources, Sales, Training, Management, Team Management, Sales Management, Customer Service, Event Planning, Teamwork, Selling, Time Management, Insurance, Finance, Customer Satisfaction, Team Building
Education
The University of New Mexico 1985 — 1986
General
Cibola High School 1980 — 1984
Diploma, General
DeAnn Payne's New York Life Insurance Company Experience September 2005 - Present
Job President/Owner at Dianochka, LLC
Industry Financial Services
Experience
Dianochka, LLC 2009 - Present
New York Life Insurance Company September 2005 - Present
Non-denominational Church May 1987 - June 2005
Skills
Administration, Insurance, Customer Relations, Customer Service, Strategic Planning, Team Building, Business Planning, System Administration, Training, Fixed Annuities, Time Management, Management, Small Business, Leadership, Coaching, Employee Benefits, Life Insurance, Marketing, Public Speaking
Education
The University of North Dakota 1981 — 1985
BS I.T., Industrial Technology
EGF Senior High School 1980 — 1981
High School Degree
Dianochka, LLC 2009 - Present
New York Life Insurance Company September 2005 - Present
Non-denominational Church May 1987 - June 2005
Skills
Administration, Insurance, Customer Relations, Customer Service, Strategic Planning, Team Building, Business Planning, System Administration, Training, Fixed Annuities, Time Management, Management, Small Business, Leadership, Coaching, Employee Benefits, Life Insurance, Marketing, Public Speaking
Education
The University of North Dakota 1981 — 1985
BS I.T., Industrial Technology
EGF Senior High School 1980 — 1981
High School Degree
Shayon Mazumder's New York Life Insurance Company Experience August 2008 - July 2010
Job Senior Technology and Management Consultant at McGladrey
Industry Information Technology and Services
Experience
McGladrey January 2015 - Present
McGladrey September 2011 - Present
H&R Block August 2010 - September 2011
New York Life Insurance Company August 2008 - July 2010
Skills
VMware, Perl, C++, Troubleshooting, VMware ESX, C#, Windows Server, Infrastructure
Education
University of Missouri-Kansas City 2010 — 2012
BS, Information Technology
University of Kansas 2003 — 2008
MS, Economics
McGladrey January 2015 - Present
McGladrey September 2011 - Present
H&R Block August 2010 - September 2011
New York Life Insurance Company August 2008 - July 2010
Skills
VMware, Perl, C++, Troubleshooting, VMware ESX, C#, Windows Server, Infrastructure
Education
University of Missouri-Kansas City 2010 — 2012
BS, Information Technology
University of Kansas 2003 — 2008
MS, Economics
Taylor Duncan's New York Life Insurance Company Experience October 2008 - August 2009
Job Vice President
Industry Building Materials
Experience
Winfield Iron & Metal, Inc. September 2009 - Present
New York Life Insurance Company October 2008 - August 2009
US Army February 2004 - August 2008
Education
University of Kansas 1999 — 2004
Bachelor of Arts (B.A.), Economics
Winfield Iron & Metal, Inc. September 2009 - Present
New York Life Insurance Company October 2008 - August 2009
US Army February 2004 - August 2008
Education
University of Kansas 1999 — 2004
Bachelor of Arts (B.A.), Economics
Brooke Chrisman's New York Life Insurance Company Experience October 2010 - Present
Job Marketing Admin at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company October 2010 - Present
Education
The University of Memphis
New York Life Insurance Company October 2010 - Present
Education
The University of Memphis
Aquilla McCall's New York Life Insurance Company Experience May 1998 - April 2002
Job Sales Representative at Roofing Supply Group
Industry Construction
Experience
RWC Building Products January 2014 - January 2015
Shelter Distribution January 2013 - January 2014
RWC Building Products September 2011 - December 2012
Everguard Roofing August 2006 - August 2011
L & H Trucking, Inc. April 2002 - July 2006
New York Life Insurance Company May 1998 - April 2002
Skills
Sales Operations, Sales Process, Contract Negotiation, Sales Management, Building Materials, Inventory Management, Purchasing, Lead Generation, Inventory Control, Construction, Contractors, Roofers, Cold Calling, Pricing, Sales Presentations, Process Scheduler, Contract Management, Budgets, Negotiation, Project Bidding, P&L, Value Engineering, Operations Management, Subcontracting
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1998
Finance
T-VI (Central New Mexico Community College) 1989 — 1995
Associate of Arts and Sciences (AAS)
RWC Building Products January 2014 - January 2015
Shelter Distribution January 2013 - January 2014
RWC Building Products September 2011 - December 2012
Everguard Roofing August 2006 - August 2011
L & H Trucking, Inc. April 2002 - July 2006
New York Life Insurance Company May 1998 - April 2002
Skills
Sales Operations, Sales Process, Contract Negotiation, Sales Management, Building Materials, Inventory Management, Purchasing, Lead Generation, Inventory Control, Construction, Contractors, Roofers, Cold Calling, Pricing, Sales Presentations, Process Scheduler, Contract Management, Budgets, Negotiation, Project Bidding, P&L, Value Engineering, Operations Management, Subcontracting
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1998
Finance
T-VI (Central New Mexico Community College) 1989 — 1995
Associate of Arts and Sciences (AAS)
Cong Feng's New York Life Insurance Company Experience 2015 - Present
Job PhD, Statistics
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Capital One 2012 - 2015
The University of Georgia August 2007 - July 2012
Travelers Insurance May 2010 - August 2010
The Statistical Consulting Center, The University of Georgia May 2009 - May 2010
Skills
SAS, Statistical Modeling, Machine Learning, Time Series Analysis, Analysis, R, Predictive Modeling, Matlab, Marketing Research, Online Marketing, Forecasting, Financial Econometrics, Experimental Design, Property & Casualty..., Python, Big Data, Data Analysis, Data Mining, Statistics
Education
The University of Georgia
PhD, Statistics
Zhejiang University
BEng
New York Life Insurance Company 2015 - Present
Capital One 2012 - 2015
The University of Georgia August 2007 - July 2012
Travelers Insurance May 2010 - August 2010
The Statistical Consulting Center, The University of Georgia May 2009 - May 2010
Skills
SAS, Statistical Modeling, Machine Learning, Time Series Analysis, Analysis, R, Predictive Modeling, Matlab, Marketing Research, Online Marketing, Forecasting, Financial Econometrics, Experimental Design, Property & Casualty..., Python, Big Data, Data Analysis, Data Mining, Statistics
Education
The University of Georgia
PhD, Statistics
Zhejiang University
BEng
Seth Peterson's New York Life Insurance Company Experience February 2010 - Present
Job Corporate VP West Central Zone Finance and Admin at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2010 - Present
New York Life Insurance Company July 2004 - February 2010
New York Life Insurance Company September 2002 - July 2004
New York Life Insurance Company February 2002 - September 2002
Education
Wichita State University 1999 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Kansas 1995 — 1999
Bachelor of General Studies, Psychology
New York Life Insurance Company February 2010 - Present
New York Life Insurance Company July 2004 - February 2010
New York Life Insurance Company September 2002 - July 2004
New York Life Insurance Company February 2002 - September 2002
Education
Wichita State University 1999 — 2000
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Kansas 1995 — 1999
Bachelor of General Studies, Psychology
Melissa Tipton's New York Life Insurance Company Experience March 2010 - April 2011
Job Office Manager at Hodges Funeral Home at Naples Memorial Gardens
Industry Consumer Services
Experience
Hodges Funeral Home at Naples Memorial Gardens September 2014 - Present
Hodges Funeral Home at Naples Memorial Gardens August 2013 - Present
Catch the Brass Ring, LLC July 2010 - Present
Flying Dragon Farm May 2000 - Present
John R. Wood Realtors Inc. June 2010 - March 2013
New York Life Insurance Company March 2010 - April 2011
JWD Trees Inc 2007 - 2008
Elias Brothers Communities 2005 - 2007
GL Homes of Florida February 2001 - July 2005
Well Fargo Home Mtg - Barrett Pkwy 1998 - 2000
Skills
Office Administration, Customer Service, Computer Proficiency, Real Estate Transactions, Real Estate, Investment Properties, Condos, Sellers, Residential Homes, Investors, Short Sales, Single Family Homes
Education
The University of Georgia 1979 — 1984
BA, Political Science/Spanish Lit
Hodges Funeral Home at Naples Memorial Gardens September 2014 - Present
Hodges Funeral Home at Naples Memorial Gardens August 2013 - Present
Catch the Brass Ring, LLC July 2010 - Present
Flying Dragon Farm May 2000 - Present
John R. Wood Realtors Inc. June 2010 - March 2013
New York Life Insurance Company March 2010 - April 2011
JWD Trees Inc 2007 - 2008
Elias Brothers Communities 2005 - 2007
GL Homes of Florida February 2001 - July 2005
Well Fargo Home Mtg - Barrett Pkwy 1998 - 2000
Skills
Office Administration, Customer Service, Computer Proficiency, Real Estate Transactions, Real Estate, Investment Properties, Condos, Sellers, Residential Homes, Investors, Short Sales, Single Family Homes
Education
The University of Georgia 1979 — 1984
BA, Political Science/Spanish Lit
Anthony F. Zaleski's New York Life Insurance Company Experience November 2008 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2008 - Present
ABC Supply Co. September 2001 - November 2008
Skills
Customer Service, Sales, Insurance
Education
University of Kansas 1996 — 2001
Bachelor's degree, History
Kapaun Mt. Carmel 1992 — 1996
High School
New York Life Insurance Company November 2008 - Present
ABC Supply Co. September 2001 - November 2008
Skills
Customer Service, Sales, Insurance
Education
University of Kansas 1996 — 2001
Bachelor's degree, History
Kapaun Mt. Carmel 1992 — 1996
High School
Ishmael Joyce's New York Life Insurance Company Experience September 2012 - Present
Job Financial Services at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
Professional Basketball (International) June 2005 - November 2010
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Tax Preparation, Retirement Planning, Annuity Sales, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Investments, Event Planning, Marketing, Event Management, Strategic Planning, Public Relations, Basketball Coaching, Scouting, Basketball, Coaching, Public Speaking, Team Building, Sales, Cold Calling, Small Business Lending, Small Business, Leadership, Social Networking, Access, Entrepreneurship, Microsoft Office, Social Media, Training, Leadership Development, Social Media Marketing, Management, Marketing Strategy, Customer Service, Financial Planners, Disability Insurance, Wealth Accumulation
Education
The University of Memphis 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company September 2012 - Present
Professional Basketball (International) June 2005 - November 2010
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Tax Preparation, Retirement Planning, Annuity Sales, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Investments, Event Planning, Marketing, Event Management, Strategic Planning, Public Relations, Basketball Coaching, Scouting, Basketball, Coaching, Public Speaking, Team Building, Sales, Cold Calling, Small Business Lending, Small Business, Leadership, Social Networking, Access, Entrepreneurship, Microsoft Office, Social Media, Training, Leadership Development, Social Media Marketing, Management, Marketing Strategy, Customer Service, Financial Planners, Disability Insurance, Wealth Accumulation
Education
The University of Memphis 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Kade Sveen's New York Life Insurance Company Experience March 2010 - February 2011
Job Ag Banker at Bremer Bank
Industry Banking
Experience
Bremer Bank May 2013 - Present
First United Bank & Insurance May 2011 - April 2013
New York Life Insurance Company March 2010 - February 2011
Skills
Financial Services, Sales, Retirement Planning, Customer Service, Leadership, Marketing, Life Insurance, Crop Insurance, Business Development, Credit Analysis
Education
The University of North Dakota
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Entrepreneurship
Bremer Bank May 2013 - Present
First United Bank & Insurance May 2011 - April 2013
New York Life Insurance Company March 2010 - February 2011
Skills
Financial Services, Sales, Retirement Planning, Customer Service, Leadership, Marketing, Life Insurance, Crop Insurance, Business Development, Credit Analysis
Education
The University of North Dakota
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Entrepreneurship
Jeremy C. Coward's New York Life Insurance Company Experience November 2012 - April 2013
Job Commercial Real Estate Broker at Southeast Venture
Industry Commercial Real Estate
Experience
Southeast Venture, LLC November 2013 - Present
Dell May 2013 - November 2013
New York Life Insurance Company November 2012 - April 2013
Market Land Company July 2011 - August 2012
Edge Commercial Properties September 2009 - December 2010
Dunton Commercial Real Estate/SullivanHayes Brokerage September 1999 - August 2009
Aerotek Commercial Staffing September 1998 - August 1999
Skills
Business Development, Account Management, Sales, Client Representation, Tenant Retention, Building Relationships, Cold Calling, Client Prospecting, Merchandising, Recruiting
Education
University of Kansas 1992 — 1996
Southeast Venture, LLC November 2013 - Present
Dell May 2013 - November 2013
New York Life Insurance Company November 2012 - April 2013
Market Land Company July 2011 - August 2012
Edge Commercial Properties September 2009 - December 2010
Dunton Commercial Real Estate/SullivanHayes Brokerage September 1999 - August 2009
Aerotek Commercial Staffing September 1998 - August 1999
Skills
Business Development, Account Management, Sales, Client Representation, Tenant Retention, Building Relationships, Cold Calling, Client Prospecting, Merchandising, Recruiting
Education
University of Kansas 1992 — 1996
Matthew D. Kapustka's New York Life Insurance Company Experience January 2008 - September 2010
Job Utility Heavy Equipment Operator at Martin Marietta Materials
Industry Mining & Metals
Experience
Martin Marietta Materials September 2010 - Present
New York Life Insurance Company January 2008 - September 2010
Nevada Community School District August 1999 - June 2007
Education
Viterbo University 2005 — 2007
Master's degree, Education
The University of South Dakota 1985 — 1989
Bachelor of Science (BS), Elementary Education and Teaching
Northwest Webster High School 1981 — 1985
Martin Marietta Materials September 2010 - Present
New York Life Insurance Company January 2008 - September 2010
Nevada Community School District August 1999 - June 2007
Education
Viterbo University 2005 — 2007
Master's degree, Education
The University of South Dakota 1985 — 1989
Bachelor of Science (BS), Elementary Education and Teaching
Northwest Webster High School 1981 — 1985
David Carrillo III's New York Life Insurance Company Experience January 2015 - Present
Job Senior Systems Administrator at New York Life Insurance Company
Industry Higher Education
Experience
New York Life Insurance Company January 2015 - Present
University of Hawaii at Manoa September 2013 - December 2014
Johnson County Community College June 2012 - August 2013
University of Kansas May 2006 - June 2012
University of Kansas May 2004 - May 2006
Education
University of Kansas
Bachelor of Science, Business Administration
New York Life Insurance Company January 2015 - Present
University of Hawaii at Manoa September 2013 - December 2014
Johnson County Community College June 2012 - August 2013
University of Kansas May 2006 - June 2012
University of Kansas May 2004 - May 2006
Education
University of Kansas
Bachelor of Science, Business Administration
lisette getzler's New York Life Insurance Company Experience 1987 - 1998
Job
Industry Financial Services
Experience
New York Life Insurance Company 1987 - 1998
Education
University of Chicago Graduate School of Business 1984 — 1986
MBA, Finance
Tulane University 1979 — 1983
Bachelors of Science, Chemical Engineering
New York Life Insurance Company 1987 - 1998
Education
University of Chicago Graduate School of Business 1984 — 1986
MBA, Finance
Tulane University 1979 — 1983
Bachelors of Science, Chemical Engineering
Jessica Briscoe's New York Life Insurance Company Experience March 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
Colonial Properties Trust April 2009 - April 2011
Education
The University of Georgia 2006 — 2009
Bachelor of Science Family of Consumer Sciences, Consumer Economics and Housing, Cum Laude
New York Life Insurance Company March 2012 - Present
Colonial Properties Trust April 2009 - April 2011
Education
The University of Georgia 2006 — 2009
Bachelor of Science Family of Consumer Sciences, Consumer Economics and Housing, Cum Laude
Heather Jamison's New York Life Insurance Company Experience October 2010 - Present
Job New Buisness Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
DST Systems April 2008 - October 2010
ALPS, A DST Company July 2007 - March 2008
DST Systems January 2005 - July 2007
Education
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Political Science
New York Life Insurance Company October 2010 - Present
DST Systems April 2008 - October 2010
ALPS, A DST Company July 2007 - March 2008
DST Systems January 2005 - July 2007
Education
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Brian Ladyko's New York Life Insurance Company Experience June 2009 - Present
Job at
Industry Financial Services
Experience
Advantage Business Systems, Inc. September 2014 - Present
New York Life Insurance Company June 2009 - Present
Petry Television June 1998 - November 2008
Seltel February 1983 - May 1998
Skills
Advertising, Selling, Advertising Sales, Marketing, Cold Calling, Social Media Marketing, Lead Generation, Account Management, Direct Marketing, Sales
Education
University of Kansas
Bachelor of Science (B.S.), Broadcast Journalism
Advantage Business Systems, Inc. September 2014 - Present
New York Life Insurance Company June 2009 - Present
Petry Television June 1998 - November 2008
Seltel February 1983 - May 1998
Skills
Advertising, Selling, Advertising Sales, Marketing, Cold Calling, Social Media Marketing, Lead Generation, Account Management, Direct Marketing, Sales
Education
University of Kansas
Bachelor of Science (B.S.), Broadcast Journalism
Elizabeth Kalinski's New York Life Insurance Company Experience March 2007 - February 2008
Job Business Financial Management Intern at NAVSEA
Industry Logistics and Supply Chain
Experience
US Navy March 2013 - Present
U.S. Navy September 2008 - Present
Navy Exchange Service Command July 2012 - January 2014
New York Life Insurance Company March 2007 - February 2008
American Language Academy September 2005 - July 2006
JJ Daniell Middle School August 2004 - August 2005
Skills
Security Clearance, Military Operations, Military Experience, Military, Navy
Education
The University of Georgia 2000 — 2004
Bachelor of Science (BS), Middle Grades Mathematics Education
US Navy March 2013 - Present
U.S. Navy September 2008 - Present
Navy Exchange Service Command July 2012 - January 2014
New York Life Insurance Company March 2007 - February 2008
American Language Academy September 2005 - July 2006
JJ Daniell Middle School August 2004 - August 2005
Skills
Security Clearance, Military Operations, Military Experience, Military, Navy
Education
The University of Georgia 2000 — 2004
Bachelor of Science (BS), Middle Grades Mathematics Education
Chris Bove's New York Life Insurance Company Experience May 2009 - August 2009
Job Senior Consultant, Research, Valuation and Advisory at Altus Group
Industry Real Estate
Experience
Altus Group April 2015 - Present
Altus Group September 2014 - Present
Deloitte August 2011 - September 2014
Aetna June 2010 - December 2010
New York Life Insurance Company May 2009 - August 2009
Skills
Auditing, Accounting, Financial Analysis, US GAAP, Internal Controls, Argus Modeling, Real Estate, Valuation, Commercial Real Estate...
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science (BS), Accounting, Economics Minor
Altus Group April 2015 - Present
Altus Group September 2014 - Present
Deloitte August 2011 - September 2014
Aetna June 2010 - December 2010
New York Life Insurance Company May 2009 - August 2009
Skills
Auditing, Accounting, Financial Analysis, US GAAP, Internal Controls, Argus Modeling, Real Estate, Valuation, Commercial Real Estate...
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science (BS), Accounting, Economics Minor
Amanda Gallegos's New York Life Insurance Company Experience July 2012 - June 2014
Job Nanny
Industry Human Resources
Experience
Self-employed May 2011 - Present
New York Life Insurance Company July 2012 - June 2014
Skills
Child Development, Childcare, Experience Working with..., Organizational..., Communication Skills, Dependable Team Player, Adaptability, High Energy Level, Multi Tasking
Education
The University of New Mexico 2006 — 2011
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Self-employed May 2011 - Present
New York Life Insurance Company July 2012 - June 2014
Skills
Child Development, Childcare, Experience Working with..., Organizational..., Communication Skills, Dependable Team Player, Adaptability, High Energy Level, Multi Tasking
Education
The University of New Mexico 2006 — 2011
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Corey Shank's New York Life Insurance Company Experience February 2013 - August 2013
Job Ph.D. Student at The University of Texas Pan American
Industry
Experience
The University of Texas - Pan American August 2014 - Present
New York Life Insurance Company February 2013 - August 2013
Skills
Stata, Microsoft Office, Time Management
Education
The University of Texas-Pan American 2014 — 2018
Ph.D, Finance, General
The University of Findlay 2013 — 2014
Master of Business Administration (MBA), Organizational Leadership & Finance
Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance, General
The University of Texas - Pan American August 2014 - Present
New York Life Insurance Company February 2013 - August 2013
Skills
Stata, Microsoft Office, Time Management
Education
The University of Texas-Pan American 2014 — 2018
Ph.D, Finance, General
The University of Findlay 2013 — 2014
Master of Business Administration (MBA), Organizational Leadership & Finance
Virginia Polytechnic Institute and State University
Bachelor's Degree, Finance, General