New York Life Insurance Company
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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company September 2014 - Present
Self Employed March 2005 - Present
MoneyBulldog March 2010 - August 2014
Skills
Personal Finance, Life Insurance, Retirement Planning, 401k Rollovers, annuity sale, Estate Planning, 401(k) Rollovers, Life Insurance..., Business Insurance..., Annuity Sales
Education
The University of Texas at San Antonio 1991 — 1993
Master of Science, Biochemistry
The University of Texas at Arlington 1988 — 1991
Bachelor of Science (BS), Biology/Biological Sciences, General
Independent Marketing Alliance July 2013 - Present
A&A Video Productions September 2012 - August 2013
Auction Credit December 2011 - September 2012
Findthatstyle.com July 2011 - December 2011
Houston Community College March 2011 - July 2011
New York Life Insurance Company June 2010 - November 2010
The University of Texas - Dept. of Instruction and Curriculum January 2006 - May 2008
Texas Union Reservations May 2006 - December 2007
Hayes Truck Group June 2007 - August 2007
Skills
Editing, Social Media, Publishing, Photoshop, Microsoft Office, Copy Editing, Magazines, InDesign, Proofreading, Graphic Design, Research, Management, Publications, Budgets, Marketing, Marketing Strategy, Customer Service, Account Management, Social Networking, Web Content
Education
The University of Texas at Austin 2005 — 2010
Bachelor's of Journalism, Copyediting and Design
New York Life Insurance Company August 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Texas Ski Ranch May 2001 - August 2012
Skills
Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Business Insurance..., Lifetime Income..., Buy-sell Agreements, Business Exit Strategy, Investments, IRA Rollovers, Licensed in Long-Term..., Education Funding..., IRAs, Public Speaking
Education
Texas Lutheran University
The University of Texas at San Antonio
Financial Integrated Solutions September 2012 - Present
Integrated Wealth Strategies January 2008 - September 2012
New York Life Insurance Company January 2007 - January 2008
Skills
Strategic Financial..., Retirement, Mutual Funds, Retirement Planning, Investments, Insurance
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Science (BS), Mathematics
New York Life Insurance Company November 2013 - Present
Skills
Annuity Sales, Insurance, Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, Series 63, Life Insurance, IRAs, Strategic Financial..., Investments, Wealth Management, Estate Planning, Securities, Disability Insurance, 401k, Long-term Care, Series 6, Asset Allocation, Long Term Care Insurance, Term Life Insurance, Investment Advisory
Education
The University of Texas at Austin 2002 — 2006
Doctor of Philosophy (PhD)
University of LaCrosse Wisconsin
Master's degree
Eagle Strategies LLC January 2000 - Present
NYLIFE Securities LLC January 1983 - Present
New York Life Insurance Company February 1974 - Present
Service in Military 1971 - 1973
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation...
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.)
Olympus America August 2013 - Present
Paradigm Publishing Alabama and Florida March 2010 - August 2013
Innovex / NovaQuest Pharmaceutical Mobile, Alabama June 2006 - March 2010
FEMA March 2006 - June 2006
Mississippi Emergency Management Agency October 2005 - March 2006
New York Life Insurance Company November 2004 - June 2005
Skills
Sales Presentations, Pharmaceutical Sales, Microsoft Office, Sales Operations, Management, Cold Calling, Recruiting, Sales, Budgets, Selling, Account Management, Customer Satisfaction, Salesforce.com, Sales Management, Sales Process, Marketing
Education
The University of Southern Mississippi
Bachelors of Science, Business Administration
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company 2005 - 2012
New York Life May 1998 - October 2005
New York Life Insurance Company 1997 - 1998
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1991 - 1995
Robert E Mckinley , Inc 1982 - 1992
Skills
Communication, Interviewing Skills, Multi Tasking, Recruiting, Thought Leadership, Training, Financial Recruiting
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 1972 — 1976
economics, Economics
Strategic Wealth Advisors September 2009 - Present
The University of Texas at El Paso September 2011 - Present
El Paso Collaborative for Community & Economic Development March 2011 - June 2014
March of Dimes March 2011 - February 2014
March of Dimes May 2010 - February 2014
Capital Wealth Management, LLC March 2004 - September 2009
New York Life Insurance Company June 1996 - March 2004
Education
The University of Texas at El Paso 1989 — 1998
Bachelors in Business Administration, Management
ACTIVE Network September 2014 - Present
A & D Construction Inc July 2013 - September 2014
TOTUS SOLUTIONS, INC. December 2012 - July 2013
United Central Bank July 2010 - February 2012
Changer Galaxy June 2009 - December 2009
Club Monaco August 2007 - December 2009
New York Life Insurance Company January 2007 - May 2007
Skills
Microsoft Excel, Marketing, CRM, Sales, Social Networking, Salesforce.com, Social Media Marketing, Marketing Strategy, Analysis, Advertising, Competitive Analysis, Email Marketing, Forecasting, Start-ups, Product Marketing, B2B, Social Media, Customer Service, Cold Calling, New Business Development, Trade Shows, Adobe Creative Suite, Photoshop, Illustrator, Flash, Reporting & Analysis, Marketing Communications, Leadership, Management, Business Strategy
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Marketing
New York Life Insurance Company May 2014 - Present
Sankofa Group July 2007 - April 2014
ARP Consulting, LLC January 1998 - June 2007
Skills
Life Insurance, Permanent Life Insurance, Whole Life Insurance, Strategy, Management, Business Development, Strategic Planning, Financial Services, Wealth Preservation..., Gifting Strategies, Networking, Retirement Planning, Program Management, Team Building, Leadership, Small Business, Change Management, Organizational..., Public Relations, Securities, Estate Planning, Investments, Financial Analysis, Social Networking
Education
The University of Texas at Austin
MBA, Finance
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance, General
Kelvin G B Collins Photography May 2013 - Present
Capital One January 2007 - Present
United States Marine Corps May 1986 - Present
New York Life Insurance Company January 2000 - December 2006
Skills
Organizational..., Military Experience, Security Clearance, Risk Management, Leadership, Military, Military Operations, Operational Planning, Government, DoD, Logistics, Mutual Funds, Investments, Credit, Microsoft Excel, Team Leadership, Team Building, Training, Security, Microsoft Office, Teamwork, Account Management, Public Speaking, Customer Engagement, Strategic Planning, PowerPoint, Spreadsheets, Customer Analysis, Program Management, Operations Management, Process Improvement, Supervisory Skills, Command, Series 63, Series 6, Financial Services, Banking, Cross Selling, Securities, Life Insurance, Microsoft Word, Analysis, Marine Corps, Customer Oriented, Budget, Photography, Digital Photography, Event Photography, Wedding Photography, Portrait Photography
Education
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern Mississippi 1989 — 1993
Bachelor of Science (BS), Banking and Financial Support Services
Dallas, Texas January 2013 - Present
New York Life Insurance Company June 2004 - June 2012
Skills
Project Management, Business Analysis, Collaboration, Process Improvement, Training, Management, Solution Selling
Education
The University of Texas at Austin 1988 — 2003
Bachelor of Liberal Arts, Sociology and History
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company 1989 - 2013
New York Life Insurance Company 1989 - March 2011
Skills
Life Insurance, Insurance, Financial Services, Fixed Annuities, Investments, Leadership, Strategic Financial..., Retirement Planning, Risk Management, Mutual Funds, Retirement, Customer Service, Account Management, Operations Management
Education
The University of Texas at Austin 1985 — 1989
Bachelor's, Economics/Government
ALD Remodeling & Const. Co. August 2005 - Present
New York Life Insurance Company August 2013 - October 2014
Skills
Account Management, Contract Negotiation, Direct Sales, New Business Development, Team Building, Marketing Strategy, Management, Customer Service, Sales Management, Leadership
Education
The University of Texas at San Antonio 1998 — 2000
Bachelor's Degree, Mechanical Engineering
New York Life Insurance Company February 2014 - Present
Skills
Sales, Team Building, Customer Service, Leadership, Management, Public Speaking, Small Business, Insurance, Strategic Planning, Customer Retention, Cold Calling, Life Insurance, Retirement Planning, Employee Benefits, Finance
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Science (B.S.), Biology, General
The University of Texas at San Antonio
Bachelor of Applied Science (B.A.Sc.)
American National Insurance March 2007 - Present
Ray Financial Group May 2003 - March 2007
American General Insurance August 1998 - May 2003
New York Life Insurance Company July 1991 - August 1998
Skills
Health Insurance, Insurance, Property & Casualty..., Fixed Annuities, Life Insurance, Employee Benefits, General Insurance, Commercial Insurance, Disability Insurance, Term Life Insurance, Underwriting, Project Management, Curriculum Development, Learning Management..., Legal Liability, Long Term Care Insurance, Liability, Brokers, Claim, Casualty, Long-term Care, Team Leadership, Leadership, Commercial Lines, IRAs, Whole Life, Reinsurance, Risk Management, Workers Compensation, Retirement Planning, Financial Planners, 401k, Financial Services, Medicare, Professional Liability, Series 6, Accident, Umbrella Insurance, Small Business, Strategic Financial..., Mutual Funds, Inland Marine, Retirement, Estate Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1969 — 1971
BBA, Marketing
New York Life Insurance Company August 2013 - Present
Copperas Cove ISD July 2012 - June 2013
CATZ Physical Therapy Institute January 2011 - May 2012
BootCampuU January 2011 - June 2011
Skills
Fluent in speaking,..., Coaching, Management, Social Media, Training, Fitness, Sports, Public Speaking, Athletics, Sports Management, Event Planning, Wellness, Research, Sports Marketing, Microsoft Office, Strength Training, Personal Training, Fitness Training, PowerPoint, Healthcare, Marketing
Education
The University of Texas at Austin 2005 — 2010
Kinesiology, Health Promotion and Fitness
New York Life Insurance Company June 2013 - Present
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Yates Construction April 2015 - Present
Brasfield & Gorrie, LLC May 2013 - Present
W.G. Yates & Sons Construction January 2007 - May 2013
Missisippi Band of Choctaw Indians January 2003 - January 2007
New York Life Insurance Company February 1996 - February 2000
Mississippi Gaming Commission February 1996 - February 2000
Skills
Construction Safety, Safety Management..., Construction Management, Construction, Industrial Safety, Contractors, Inspection, Contract Management, Subcontracting, Process Scheduler, First Aid, Concrete, CHST accredited, People-oriented, Occupational Health
Education
University of Southern Mississippi 1993 — 1995
Master's degree, Criminal Justice/Counseling Psychology
University of Southern Mississippi 1988 — 1993
Bachelor's degree, Criminal Justice/Psychology
US Foods November 2014 - Present
New York Life Insurance Company November 2013 - June 2014
Gulf Coast Enterprises /Armed Forces Retirement Home October 2010 - January 2014
InterContinental Hotels Group July 2011 - December 2013
Holiday Inn Gulfport/Airport Highway 49 November 2008 - December 2013
Kelly Educational StaffingCrossroads Parkway March 2008 - November 2010
A.G. Edwards and Sons, Inc January 2007 - February 2008
George P. Hopkins, Inc November 2002 - July 2003
Gulf Coast Neurology May 2001 - March 2002
Triton Systems Inc January 2000 - May 2001
Skills
Food Service, Food, Menu Development, Food Safety, Food & Beverage, Catering, Restaurants, HACCP, Restaurant Management, Recipes, Hospitality, Hospitality Management, Fine Dining, Food Industry, Food Quality, Customer Service, Sanitation, Banquets, Hospitality Industry, Micros, Hotel Management, Life Insurance
Education
The University of Southern Mississippi 2006 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
MS Gulf Coast Community College 1995 — 1996
Associates of Science; Associates of Science, Hotel/Restaurant Management; Business Management
Biloxi High School 1982 — 1984
New York Life Insurance Company June 2015 - Present
University of Texas at Dallas - Department of Community Engagement January 2014 - December 2014
Oak Bridge Financial, LLC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales, Public Speaking
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (BS), Finance and Economics, Junior
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
AAA Texas February 2011 - September 2013
The Woodmont Company June 2008 - April 2009
Texas Water Development Board June 2007 - June 2008
Skills
Retirement Planning, Small Business, Estate Planning, Lifetime Income..., Licensed Life Insurance..., Building Relationships, IRA Rollovers, Wealth Preservation..., Asset Protection, Education Funding..., Business Exit Strategy, 401k Rollovers, Multi-generational..., Gifting Strategies, Legacy Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Voluntary Employee...
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts
Haltom High School
Unkefer & Associates 2010 - Present
New York Life Insurance Company 2009 - 2010
PGA TOUR Superstore 2007 - 2009
Jacobs 2004 - 2006
Skills
Life Insurance,..., Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Business Planning, Marketing, Sales Operations, Relationship Management, Business Development, Sales, Market Planning, Finance, Whole Life, Critical Illness, Universal Life, Financial Analysis, Final Expense Planning
Education
The University of Tennessee at Chattanooga 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Tennessee at Chattanooga 1998 — 2003
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Coffee county
Coffee county
LiveCareer August 2015 - Present
Brown Girl Magazine, LLC March 2013 - Present
Figur8 Cloud Solutions July 2014 - August 2015
IBM July 2010 - July 2014
Samhita Social Ventures Pvt Ltd November 2013 - January 2014
White Shark October 2013 - January 2014
SCI June 2009 - July 2010
New York Life Insurance Company May 2009 - July 2010
Front Line Fashions LLC February 2007 - October 2008
Skills
Business Requirements, Java, Project Management, Requirements Analysis, Business Analysis, Program Analysis, Financial Reporting, Financial Analysis, Trend Analysis, Program Management, Project Planning, Analysis, Process Improvement, SQL, Databases, Analytics, Strategy, Management, Testing, Data Analysis, Business Process, Salesforce.com, Salesforce.com..., Consulting, Salesforce.com..., Cloud Computing, Salesforce.com...
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science in Computer Science
Market Source, Inc June 2014 - Present
New York Life Insurance Company March 2013 - June 2014
Marco's Pizza December 2011 - February 2013
Papa Johns July 2007 - November 2011
Golfsmith International December 2000 - January 2005
Skills
Customer Satisfaction, Management, Training, Restaurant Management, Team Building, Sales, Inventory Management, Leadership, Employee Training, Hospitality, Marketing
Education
The University of Texas at Austin 1999 — 2001
Business Administration and Management, General
Enterprise Rent-A-Car February 2015 - Present
New York Life Insurance Company July 2013 - January 2015
Corner Bakery Cafe April 2012 - June 2013
Skills
Social Media, Microsoft Office, PowerPoint, Video Editing, Microsoft Excel, Microsoft Word, Facebook, Public Speaking, Journalism, Customer Service, Public Relations, Event Planning, Social Networking, Broadcast, Entertainment, Social Media Marketing, Event Management
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Broadcast Journalism
New York Life Insurance Company 2014 - Present
Avlon 2011 - 2013
U.S. Department of Commerce - U.S. Census Bureau 2009 - 2010
Allstate Insurance 2008 - 2009
Allstate Insurance 2000 - 2008
Allstate Insurance 1999 - 2000
Skills
Media Relations, Marketing Communications, Social Media Marketing, Corporate Communications, Public Relations, Advertising, Marketing, Strategy, Event Planning, Newsletters, Crisis Communications, Brand Management, Strategic Partnerships, Spanish, Strategic Planning, Community Outreach, Management, Project Management, Creative Direction, Sponsorship, Leadership, Marketing Strategy, Market Planning
Education
The University of Texas at Dallas 2003 — 2006
Master, International Management Studies
University of Arizona 1990 — 1994
MBA, Marketing and Management
University of Arizona
Bachelor, Business Administration
Elevation Energy Group September 2014 - Present
Dell August 2012 - August 2014
UBS October 2011 - April 2012
The University of Texas at Austin September 2011 - December 2011
New York Life Insurance Company May 2010 - August 2010
Rice University June 2007 - July 2007
Skills
Mandarin, PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Business Analysis, Lightroom, Digital Photography, Leadership, Finance, Corporate Finance, Program Management, Financial Analysis, Analysis, Data Analysis, Financial Modeling, Social Media, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Business Honors, Finance, Mathematics
University of New South Wales 2011 — 2011
Commerce, Finance
Texas Academy of Mathematics and Science 2006 — 2008
High School
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2014 - Present
Superior Manufacturing Group November 2013 - April 2014
Superior Manufacturing Group August 1996 - November 2013
Sunbeam Oster Corporation December 1993 - December 1996
Peavy Electronics December 1990 - December 1993
Murray Envelope December 1988 - December 1990
Scott Paper Company December 1986 - December 1988
Skills
Licensed to Sell..., Whole Life Insurance, 401k Rollovers, Income Protection, Investments, ISO, Continuous Improvement, Root Cause Analysis, Lean Manufacturing, Kaizen, SPC, Design of Experiments, Manufacturing, Quality Assurance, Cross-functional Team..., Quality Management, Process Engineering, Product Development, Process Improvement, Plastics, Manufacturing Operations, Manufacturing..., Engineering, ISO 14001, Iso 9000, Quality System, Project Management, Quality Control, R&D, Microsoft Excel, Microsoft Office, Internal Audit, Kanban, Poka Yoke, Customer Service, 5S, Microsoft Word, Mac, Analytics, Compliance, Drawing, Environmental Awareness, Economics, Internal Communications, Layout, OS X, PowerPoint, Mechanical Drawings, AutoCAD, Variable Annuities
Education
University of Southern Mississippi 1982 — 1986
BSBA, Business & Economics
Jones County Junior College 1980 — 1982
Associates, Electronics Technology
Oak Grove
Oak Grove
MENDEZ BURK REALTY January 2006 - Present
ESTRADA & ASSOCIATES INSURANCE January 2003 - Present
Allstate December 1996 - December 2002
New York Life Insurance Company January 1994 - December 1996
Skills
Health Insurance, Commercial Insurance, Security Management, Strategic Planning, Sales, Sales Management, General Insurance, Disability Insurance, Marketing, Life Insurance, Term Life Insurance, Team Building, Project Management, Public Speaking, Fixed Annuities, Listings, New Home Sales, First Time Home Sellers, Real Estate, Selling, Business Development, Agents, Property, Investment Properties, Training, Entrepreneurship, Customer Satisfaction, Investments, Risk Management, Financial Analysis, New Business Development, Contract Negotiation, Business Strategy, Leadership, Sales Process, CRM, Analysis, Coaching, Finance, Project Planning, Referrals, Underwriting, Commercial Real Estate, Business, Time Management, Relocation, Investors, Residential Homes, Condos, Property Management
Education
UTEP 1992 — 1996
Bachelor of Civil Engineering (B.E.), Civil Engineering
The University of Texas at El Paso
CIVIL ENGINEERING
New York Life Insurance Company November 2011 - Present
Looking for a challenging position September 2010 - January 2012
Pape-Dawson Engineers 2005 - 2010
Skills
AutoCAD, Synchro, Microstation, PowerPoint, Microsoft Office, VISSIM, Traffic Simulation, Microsoft Excel, Insurance, Retirement Planning, Annuity Sales, Long Term Care Insurance, Estate Planning, Fixed Annuities, Guaranteed Lifetime..., Permanent Life Insurance, Term Life Insurance, Transportation, Land Development
Education
The University of Texas at San Antonio 2005 — 2010
M.S, Civil Engineering
S. V. National Institute of Technology 1998 — 2003
Bachelor, Civil Engineering
Vantage Benefits Administrators July 2015 - Present
Romack Inc. February 2012 - June 2015
New York Life Insurance Company May 2011 - February 2012
Pharr Yarns May 2008 - September 2008
Skills
Annuities, Long Term Care, Disability Insurance, Term Life Insurance, IRA's, Java, C#, MySQL, Business Development, Executive Search, Talent Acquisition, Technical Recruiting, Fixed Annuities, Applicant Tracking..., Internet Recruiting, Long-term Care, Sourcing, CRM, Sales, Recruiting, Screening, Employee Benefits, Temporary Placement, Account Management, IRAs, Contract Recruitment, New Business Development, Benefits Negotiation, College Recruiting, Vendor Management, Permanent Placement, Cold Calling, Employee Relations, Consulting, Social Networking, Staff Augmentation, Resource Management, Financial Services, Hiring, Team Building, Human Resources, Temporary Staffing, Screening Resumes, Talent Management, Building Relationships, Staffing Services, Business Networking, Interviews, Search, Information Technology
Education
The University of Texas at Austin 2005 — 2010
Bachelor of Arts (B.A.), Economics
NFP January 2015 - Present
NYLIFE Securities LLC December 2013 - December 2014
New York Life Insurance Company August 2012 - December 2014
Ornamental Iron Fence Supply June 2011 - February 2012
Cellular World June 2010 - June 2011
Beeville Bee-Picayune December 2009 - February 2010
Skills
Sales, Social Media, Customer Service, Public Speaking, Social Networking, Life Insurance, Protection..., 401(k) Rollovers, Account Management, Building Relationships, Customer Relations, Direct Sales, Creative Problem Solving, IRA Rollovers, Estate Planning, Buy-Sell Agreements, Education Funding..., Key Person Insurance, Legacy Planning, Financial Services, Small Business, Grandchild Gifting, Strategic Planning, Wealth Preservation..., Succession Planning, Risk Management, Lifetime Income..., Supplements To Employee..., Communication, Business Insurance..., PowerPoint
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Journalism, Journalism
Engineer Sales Company November 2014 - Present
360 Photo, Inc. September 2013 - October 2014
New York Life Insurance Company February 2013 - September 2013
Thomas J. Demboski LLC February 2009 - March 2013
Chemtech Chemical Services L.L.C January 2007 - January 2009
Nalco Company January 1989 - January 2007
Harris/3M Document Products, Inc February 1988 - January 1989
Skills
Closing, Leadership, Teamwork, Problem Solving, Excel, Customer Relations, Customer Service, Sales, Microsoft Excel, Marketing, Strategy, Account Management, Training, Negotiation, Solution Selling, Marketing Strategy, Sales Management, Contract Negotiation, New Business Development, Sales Operations, Manufacturing, Management, Selling, Sales Process, Competitive Analysis, Direct Sales, Sales Presentations, Operations Management, B2B, Budgets
Education
Saint Stanislaus
University of Southern Mississippi
Bachelor of Science, Marketing Management
El Paso Electric Company January 2015 - Present
New York Life Insurance Company May 2014 - June 2015
The University of Texas at El Paso October 2013 - January 2015
Consultants International May 2012 - August 2012
Education
The University of Texas at El Paso 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
The New York Life August 2010 - Present
New York Life Insurance Company August 2010 - Present
Skills
Microsoft Office, Public Speaking, Sports, Customer Service, Research, Project Management, Leadership, Microsoft Word, Microsoft Excel, Sales, Marketing, Team Building, Coaching, Small Business
Education
University of Southern Mississippi 1983 — 1988
PhD, Physiology
University of New Brunswick
B.Ed, Biology/Physical Education
Providence Hospital Mobile August 2015 - Present
Kiehl's Since 1851 July 2012 - August 2013
New York Life Insurance Company February 2012 - July 2012
Sam's Club November 2011 - February 2012
Belk November 2010 - February 2012
Skills
Customer Service, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Research, Sales, Team Building, Leadership, Health Insurance, Outlook, Healthcare, Team Leadership, Insurance, Fundraising, Social Networking, Training
Education
University of South Alabama 2014 — 2015
Bachelor's Degree, Registered Nursing/Registered Nurse
University of Sint Eustatius School of Medicine 2006 — 2008
Bachelor of Medical Sciences, Medicine
University of Southern Mississippi 2000 — 2004
Bachelor of Science (B.S.), Biology, Chemistry (minor), Pre-medicine
Switch September 2011 - Present
Mosaic Sales Solutions November 2011 - Present
JPMorgan Chase Bank N.A. August 2013 - June 2015
New York Life Insurance Company August 2012 - August 2013
K&N Management June 2008 - January 2013
The University of Texas at Austin January 2012 - May 2012
Skills
Leadership, Social Networking, Customer Service, Event Management, Retail, Advertising, Time Management, Social Media, Microsoft Excel, Marketing, Data Analysis, Event Planning, Social Media Marketing, Management, Forecasting, Facebook, Sales, Microsoft Office, Marketing Communications, Marketing Strategy, Microsoft Word, PowerPoint, Research
Education
The University of Texas at Austin 2010 — 2012
Bachelor of Arts, Economics
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
Certificate, Business Foundations
Jos. A. Bank Clothiers October 2011 - Present
HealthFirst TPA June 2010 - August 2011
Sterling Life Insurance Company January 2009 - November 2009
Sterling Life Insurance Company October 2002 - January 2009
Sterling Life Insurance Company January 2002 - October 2002
Sterling Life Insurance Company April 2001 - January 2002
Tele-Touch Communications 1999 - 2001
East Texas Medicare Plan 1998 - 1999
New York Life Insurance Company 1996 - 1998
Skills
Microsoft Office Expert, Healthcare Compliance, Sales Management, Database Development, Medicare, Training, Sales, Leadership, Employee Benefits
Education
Carthage High School
Panola College
Associate - Business, Accounting
The University of Texas at Austin
Chemical Engineering
Eagle Strategies, LLC November 2001 - Present
New York Life Insurance Company November 2001 - Present
Skills
Estate Planning, Series 7
Education
The University of Texas at Austin 1994 — 1999
B.A., Economics
Eagle Strategies, LLC January 2007 - Present
NYLIFE Securities LLC January 1994 - Present
Shepard Financial Services, LLC. December 1993 - Present
New York Life Insurance Company December 1993 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Investments, Term Life Insurance, Sales, 401k Rollovers, Asset Protection, Building Relationships, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Licensed in Long Term..., Licenesed Life..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Wealth Transfer..., Life Insurance..., Leadership, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Protection..., Education Funding..., Annuity Sales, Key Person Insurance, Grandchild Gifting
Education
The University of Texas at Austin 1975 — 1978
BBA, Marketing & Acounting
TD Ameritrade September 2015 - Present
TD Ameritrade September 2013 - Present
TD Ameritrade August 2013 - September 2013
TD Ameritrade June 2012 - August 2013
Merrill Lynch, Bank of America September 2011 - January 2012
New York Life Insurance Company July 2010 - September 2011
SML - Simple Moving Labor August 2008 - April 2010
Skills
Leadership, Negotiation, Insurance, Training, Sales, Team Building, Market Research, Sales Presentations, Financial Analysis, Financial Risk, Strategic Planning, Business Strategy, Strategic Financial..., Coaching, Business Coaching, Mentoring, Team Mentoring, Peer Mentoring, Virtual Teams, Business Analysis, Business Planning, SPIN Selling, Value Based Selling, Strategic Selling, Investment Advisory, Financial Advisory, Business Advisory, Personal Finance, Strategic Negotiations, Financial Services, Risk Analysis, Project Management, Marketing, Fixed Annuities, Mutual Funds, Finance, Retirement, Wealth Management, Financial Planners, Series 7, Retirement Planning, 401k, Asset Allocation, IRAs, Portfolio Management, Salesforce.com, Securities, Asset Management, Wealth Accumulation, Investments
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Liberal Arts, Communication and Public Relations
New York Life Insurance Company 1986 - Present
NYLIFE Securities LLC 1986 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., ChFC, CLU, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Retirement Planning, Risk Management
Education
The University of Texas at Austin 1976 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Tyler Junior College 1974 — 1976
Associte's Degree
Dulce Gourmet Cakes & Cupcakes March 2011 - Present
Susan G Komen El Paso April 2014 - March 2015
New York Life Insurance Company January 2008 - November 2010
EXPRESS March 2004 - December 2007
Skills
Customer Service, Microsoft Office, Food, Microsoft Excel, Strategic Planning, Marketing Strategy, Management, Sales Management, Microsoft Word, Budgets, PowerPoint, Event Planning, Time Management, Marketing, Leadership, Team Building, Sales
Education
The University of Texas at El Paso
Bachelor of Arts (BA), English and American Literature
The University of Texas at El Paso
Master of Business Administration (MBA), Business & Marketing
ACA Performance Services May 2015 - Present
ACA Compliance Group February 2015 - May 2015
University of Tennessee at Chattanooga August 2014 - January 2015
BlueCross BlueShield of Tennessee May 2014 - August 2014
New York Life Insurance Company July 2013 - November 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Budgets, Forecasting, Insurance, Analysis, Time Management, General Ledger, Business Analysis, Communication
Education
The University of Tennessee at Chattanooga 2014 — 2016
Master of Business Administration (MBA), Data Analytics
The University of Tennessee at Chattanooga 2010 — 2014
Bachelor's Degree, Accounting and Finance
New York Life Insurance Company August 2010 - May 2013
Creative Composition, LLC August 2005 - July 2010
Bank of America October 1988 - August 2005
Skills
Project Management,..., GUI Design, Database..., Financial Counseling,..., Strategic Planning,..., Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Strategic Financial..., Investments, Wealth Management, Life Insurance, Insurance, Financial Services, Portfolio Management, Estate Planning, Financial Analysis, Disability Insurance
Education
The University of Texas at Arlington 1985 — 1988
Bachelor's of Business, Management Information Systems, General
Medtronic January 2014 - Present
New York Life Insurance Company October 2012 - April 2013
School Yard (School Uniform Store) December 2010 - September 2012
Texas Union (Student Activity Center), University of Texas at Austin November 2009 - May 2012
Ferrazzi Greenlight June 2011 - August 2011
Michael Donovan Casting June 2011 - August 2011
Trinity University Bookstore, Trinity University January 2009 - August 2010
Skills
Social Media, Event Planning, Public Speaking, Public Relations, Social Media Marketing, Microsoft Office, PowerPoint, Research, Microsoft Excel, Blogging, Social Networking, Facebook, Event Management, Customer Service
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), History/Communications
Chicago Title Insurance Company July 1997 - Present
New York Life Insurance Company 1992 - 1997
Franklin Federal Savings Bank 1988 - 1992
Texas Commerce Bank 1974 - 1983
Skills
Title Insurance, Real Estate Transactions, Real Estate, Mortgage Lending, Refinance, REO, Investment Properties, Loans, Sellers, Investors, Property Management, Commercial Real Estate, First Time Home Buyers, Leases, Short Sales, Real Estate Development, FHA, Residential Homes, Foreclosures, Real Estate Economics, Escrow, Single Family Homes, Real Estate Financing, Brokerage, Disposition, HUD, Relocation, Property, Selling, Referrals, Real Property, Condos, New Home Sales
Education
The University of Texas at Austin 1967 — 1970
BBA, Management
Texas County & District Retirement System September 2001 - Present
Texas Department of Agriculture February 1991 - September 2001
Allied Interests March 1990 - February 1991
New York Life Insurance Company September 1989 - September 1990
Bank of America March 1982 - September 1989
Skills
Process Improvement, Analysis, Financial Analysis, Program Management, Business Analysis, Budgets, Project Management, Change Management, Microsoft Office, Microsoft Excel, Visio, Team Leadership, Leadership, Management, Public Speaking, Cross-functional Team..., Commercial Banking, Team Building, Microsoft Word, Risk Management, Contract Management, Business Strategy, Insurance, Business Process..., Contract Negotiation, SDLC, Training
Education
The University of Texas at Austin 1974 — 1982
BBA, General Business, Finance
New York Life Insurance Company May 2010 - Present
Rent-A-Center March 1999 - January 2010
Skills
Customer Service, Insurance, Sales, Cold Calling, Sales Management, Account Management
Education
The University of Texas at Austin 1971 — 1976
BBA, Business
AIG August 2010 - Present
US Census April 2010 - June 2010
Allstate 2010 - 2010
New York Life Insurance Company 2010 - 2010
ACN 2010 - 2010
Bank Card Company 2009 - 2010
Ford Motor Company July 2006 - July 2008
University of Texas 2005 - 2006
Canutillo ISD 2005 - 2006
BNSF Railway 2005 - 2005
Education
The University of Texas at El Paso 2005 — 2006
MSEE, Electrical Engineering
The University of Texas at El Paso (UTEP)
Bachelor of Science, Electrical Engineering; Electronic
U.S. Insurance Solutions July 2014 - Present
HSA for America 2009 - June 2014
Business Benefits Solutions 1990 - 2000
New York Life Insurance Company January 1990 - December 1991
Arthur Andersen & Co. September 1987 - December 1989
Skills
Health Insurance, Life Insurance, HR Consulting, Sales Management, Marketing, Insurance, Employee Relations, Health Savings Accounts, Customer Service, Training, Sales, Management, Building Relationships, Fixed Annuities, Human Resources, Employee Benefits, Coaching, Medicare, Public Speaking, Term Life Insurance, Long-term Care, Account Management, Group Insurance, Ancillary Benefits, Universal Life, Stop Loss, High Deductible Health...
Education
The University of Texas at Austin 1984 — 1987
Bachelor's Degree, Accounting
Washington State University 1982 — 1984
Lake Washington High School
NYLIFE Securities LLC October 2006 - Present
New York Life Insurance Company October 2006 - Present
TXU October 1998 - December 2000
Skills
Retirement Planning, Long-term Care, Fixed Annuities, Insurance, Securities, Strategic Financial..., Life Insurance, Retirement, 401k, Financial Services, Disability Insurance, Portfolio Management, Financial Planners, Finance, Tax, Mutual Funds, Analysis, Term Life Insurance, Financial Analysis, Asset Management, Risk Management, 401(k) Rollovers, Lifetime Income..., Buy-sell Agreements
Education
The University of Texas at Arlington - College of Business Administration
BS, Managment Information Systems
NYLIFE Securities LLC 1976 - Present
New York Life Insurance Company 1976 - Present
Skills
Asset Protection, Estate Planning, Financial Services, Grandchild Gifting, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Licensed Life and..., Life Insurance..., Retirement Income..., Succession Planning, Variable Annuities, Whole Life Insurance
Education
The University of Texas at Austin - Red McCombs School of Business
University of Texas at Dallas August 2015 - Present
University of Texas at Dallas January 2013 - Present
University of North Texas - Systems August 2012 - December 2012
New York Life Insurance Company August 2010 - December 2012
Dallas County Community College District January 2009 - March 2011
World Affairs Council of Dallas / Fort Worth 2008 - 2008
World Affairs Council of Dallas/Fort Worth August 2007 - December 2007
Skills
Community Outreach, Microsoft Office, Higher Education, Customer Service, Public Speaking, Student Affairs, Research, Social Media, PowerPoint, Program Development, Non-profits, Microsoft Excel, Academic Advising, Finance, Recruiting, Higher Education..., Higher Education Policy, International Events, Higher Education..., Higher Education..., Presentation Skills, Presentation Development, Relationship Building, Educational Leadership, Intercultural Skills, Leadership
Education
The University of Texas at Arlington 2010 — 2012
Masters, Educational Leadership and Policy Studies - Higher Education Administration Emphasis
The University of Texas at Dallas 2005 — 2008
Bachelor, Political Science
BBVA Compass December 2014 - Present
ADP June 2014 - December 2014
JP Morgan Chase Bank, N.A. April 2012 - June 2014
New York Life Insurance Company December 2010 - September 2011
BBVA Compass August 2009 - December 2010
Farmacia Moderna January 2004 - July 2009
Skills
Banking
Education
The University of Texas at El Paso 2004 — 2009
Bachelors in Business Administration, Economics, and Management
Verizon August 2013 - Present
New York Life Insurance Company October 2012 - Present
T-Mobile May 2006 - April 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Research, English, Budgets, Strategic Planning, Public Speaking, Windows, Negotiation, Photoshop, Teaching, Social Networking, Social Media Marketing, Call Centers, Leadership, Customer Satisfaction, Team Building, Marketing Strategy
Education
The University of Tennessee at Chattanooga 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Verizon Wireless March 2013 - Present
JG Plastering Inc. May 2003 - Present
New York Life Insurance Company October 2010 - June 2011
Skills
Construction, Process Scheduler, Customer Service, Microsoft Office, Microsoft Excel, Budgets, Construction Management, Microsoft Word, Project Planning, Strategic Planning, Contractors, Accounting, Accounts Receivable, Invoicing, Sales, Payroll, Financial Analysis, Business Planning, Insurance, Finance, Forecasting, Team Building
Education
The University of Texas at El Paso 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company July 2010 - Present
AdTel America April 2008 - June 2010
Education
The University of Texas at Dallas 2004 — 2006
Crime and Justice Studies, Philosophy, Law
New York Life Insurance Company September 2010 - February 2012
Marketing Great Ideas August 2006 - October 2010
Mesa Inn Corp August 2007 - September 2009
Mesa Inn Corp August 2007 - August 2009
Education
University of Antwerp 2009 — 2011
M.B.A., Applied Economics
The University of Texas at El Paso 2006 — 2009
Bachelor Degree in Business Administration, Finance
The University of Texas at El Paso 2006 — 2009
Bachelor Degree in Business Administration, International Business
Universtiy Catholic at Lille France, Institute of Economy Scientific and Management (IESEG) 2009 — 2009
Bachelor of Business Administration (B.B.A.), International Business, 3.6
New York Life Insurance Company January 2011 - Present
New York Life Insurance Company January 1990 - Present
New York Life Insurance Company January 1981 - January 1990
Education
The University of Texas at Austin
Bachelors
Trinity Distinctive Homes, LLC March 2006 - Present
Phifer/Hogan Partners, LP January 2003 - Present
Phifer and Associates, Inc. January 1993 - Present
Development Corporation of Tarrant County January 2001 - October 2009
Liberty Bank January 1998 - August 2008
City Of North Richland Hills 1996 - 2001
Barber and Associates September 1989 - December 1992
New York Life Insurance Company May 1985 - March 1989
Skills
Real Estate, Land Development, Loans, Construction, Disposition, Investment Properties, Leases, Real Estate Development, Property Management, Brokerage, Real Estate Transactions, Entitlements, Investors, International Real..., Real Estate Economics, REO, Location Intelligence, Buyer Representation, Tenant, Commercial Real Estate, Investments, Property, 1031 Exchanges, Short Sales, Landlords, Residential Homes, First Time Home Buyers, Single Family Homes, Condos, Relocation, New Home Sales, Rentals, Foreclosures, Real Estate Financing, Shopping Centers, HUD, Referrals, Tenant Representation, Corporate Real Estate, Luxury, Real Property, Listings, Apartments, Lease Negotiations, Land Acquisition, Sellers, Lease Administration, Buyers, Commercial Leasing, Appraisals
Education
The University of Texas at Arlington 1982 — 1984
BBA, Real Estate
Haltom High 1976 — 1979
New York Life Insurance Company Merchandising ManagerEXPRESSMarch 2005 - October 2008
Education
The University of Texas at El Paso 2007 — 2010
MBA, Business
New York Life Insurance Company August 2014 - Present
Bank of America February 2006 - August 2008
Skills
Banking, Customer Service, Credit Cards, Credit, Credit Risk, Customer Relations, Customer Satisfaction, Financial Analysis, Building Relationships, Outlook, Excel, Compliance, Customer Retention, Word, Needs Analysis, Microsoft Office, PowerPoint, Time Management, Problem Solving, Spreadsheets, Loss Prevention, Risk Management, Sales Management, Corporate Finance, Account Management, Coaching, Event Planning, Small Business, Microsoft Excel, Cross-functional Team..., Fundraising, Management, Mentoring, Nonprofits, Retail Banking, Supervisory Experience, Team Leadership, Volunteer Management, Volunteering, Microsoft Word, Sales, Commercial Banking, People Skills
Education
The University of Texas at El Paso 2007 — 2010
Business, Operations & Supply Chain Management
P.M.I. Comercio Internacional, S.A. de C.V. July 2013 - Present
P.M.I. Comercio Internacional, S.A. de C.V. July 2013 - Present
Horne LLP September 2012 - December 2012
Mexcor International Wine and Spirits May 2012 - August 2012
University of Houston September 2010 - August 2012
New York Life Insurance Company June 2011 - August 2011
The University of Texas at El Paso January 2010 - August 2010
The University of Texas at El Paso August 2009 - December 2009
Arias Logistics Inc June 2008 - June 2009
Skills
Microsoft Office, Iso 9000, Microsoft Excel, Microsoft Visio, Data Analysis, Spanish, Microsoft Word, English, QuickBooks, Inventory Management, Auditing, Accounting, Leadership, Accounts Payable, Analysis, Financial Analysis
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA) in Finance, Global Energy Management
The University of Texas at El Paso 2007 — 2010
Bachelor of Business Administration (BBA)
CFA Program
LevelI Candidate
New York Life Insurance Company August 2015 - Present
Fidelity Investments July 2014 - September 2015
Skills
Estate Planning, Key Person Protection, Licensed Life Insurance..., Life Insurance, Life Insurance..., Protection..., Retirement Planning, Term Life Insurance, Whole Life Insurance, Business Networking, Customer Relations, Sales, Retirement, Whole Life
Education
The University of Texas at Dallas 2012 — 2014
Bachelor's degree, Finance, General
New York Life Insurance Company September 2015 - Present
Liberty National Life Insurance Company October 2013 - November 2014
Quick Turn Merchandising March 2013 - September 2013
Self-employed private tutor December 2010 - July 2011
The Scottish Parliament February 2009 - October 2009
Trinity Industries, Inc. August 2004 - April 2006
Skills
Life Insurance, Health Insurance, Marketing, Data Analysis, Position Papers, Political Consulting, Microsoft Excel, Microsoft Word, PowerPoint, MIG welding, Welding, Political Polling, Political Campaigns, Political Strategy
Education
The University of Texas at Austin 2001 — 2013
Tesla Motors April 2015 - Present
Tesla Motors October 2013 - April 2015
New York Life Insurance Company July 2012 - 2013
Off Campus Partners, LLC September 2010 - June 2011
Andrew Harper September 2009 - September 2010
Texans for Greg Abbott June 2009 - January 2010
Tyler's Sports September 2004 - January 2008
BMW of Austin September 2007 - November 2007
Skills
Social Media, Sales, Training, Marketing, Recruiting, Fundraising, Customer Service, Public Speaking, Research, Selling, Finance, Networking, Accounting, Social Media Marketing, Event Planning, Social Networking, Public Relations, Marketing Strategy
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Arts, Philosophy, McCombs Business Foundations
H&M Plating Company, Inc. January 2013 - Present
Corner Tavern & Grill January 2011 - December 2012
New York Life Insurance Company July 2009 - October 2010
H&M Plating Company, Inc. January 2007 - June 2009
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Data Analysis, Strategic Planning, Program Management, Social Media, Public Speaking, Microsoft Word, Team Building, Leadership, Troubleshooting, Team Leadership, Research, Quality Assurance, Business Intelligence, Hospitality, Microsoft Project, Marketing, Social Networking, Outlook, Project Management, Quality Control, Time Management, Telecommunications, User Experience, Windows, Logistics, Problem Solving, Teamwork
Education
The University of Texas at El Paso 2009 — 2012
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences, General
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company October 2008 - June 2014
Skills
Retirement Planning, Long Term Care Insurance, Securities, College Savings Plans, Estate Planning, Asset Allocation, Disability Insurance, Marketing Strategy, Wealth Accumulation, Asset Protection, Business Succession..., Career Development, Charitable Giving, College Recruiting, Creative Problem Solving, Hands on Leader, Life Insurance..., IRA Rollovers, Key Person Protection, Leadership Development, Legacy Planning, Lifetime Income..., LUTCF, Multi-generational..., New Business Development, Personal Finance, Protection..., Relationship Management, Risk Management, Sales, Succession Planning, Training & Development, Small Business, Public Speaking, Mentoring, Key Person Insurance, 401(k) Rollovers, Business Development, Sales Recruitment, Long-Term Care Insurance, Networking, Supplements to Employee..., Talent Management, Career Developement, Marketing, Buy-Sell Agreements, Team Leadership, Financial Recruiting, Business Insurance..., IRAs
Education
The University of Texas at San Antonio 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
The University of Texas at San Antonio
BBA, BBA with Concentration in Marketing
New York Life Insurance Company March 2015 - Present
Skills
Customer Service, Insurance, Leadership, Life Insurance, Marketing, Microsoft Office, Public Speaking, Retirement Planning, Sales, Small Business, Team Building, Management, Retirement, Strategic Planning, Sales Management, Negotiation
Education
The University of Southern Mississippi 2012 — 2014
Marketing/Marketing Management, General
New York Life Insurance Company October 2014 - Present
Skills
Retirement Planning, Term Life Insurance, Licensed Life insurance..., LGBT Planning, Customer Relations, Customer Insight, Wealth Preservation..., Multi-generational..., Sales Process, Problem Solving, Long-Term Care Insurance, Protection..., Education Funding..., Whole Life Insurance, Life Insurance
Education
The University of Texas at Arlington
Business Administration, Management and Operations
The University of Texas at Arlington
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Rackspace, the #1 managed cloud company April 2008 - Present
PepsiCo 2006 - 2008
New York Life Insurance Company September 2005 - March 2006
HEB 2000 - 2006
Nestle S.A. June 2004 - August 2004
Target June 2003 - August 2003
Skills
Sales, Customer Service, Spanish, Direct Sales, Account Management, Team Leadership, Strategy, Leadership, Sales Operations, SaaS, Management, CRM, Strategic Partnerships, Cloud Computing, Sales Process, Business Development, Salesforce.com, Managed Services
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Union Pacific Railroad June 2015 - Present
Union Pacific Railroad September 2014 - June 2015
Flex Enterprises, LP 2012 - 2014
At The Clayground November 2011 - October 2012
New York Life Insurance Company December 2010 - February 2012
Fred Loya Insurance Company May 2002 - February 2010
Skills
Project Management, Public Relations, Marketing Strategy, Public Speaking, Social Media Marketing, Marketing Communications, Marketing Research, New Business Development, Social Networking, Marketing Management, Microsoft Office, Continuous Improvement, Market Analysis, Inventory Management, SPSS, Qualtrics, Development &..., Advertising, New Bus, Recruiting, Employee Training, Labor Relations, Bilingual-English/Spanis..., Analysis, Budgets, Customer Service, Data Analysis, Leadership, Management, Strategic Planning, Team Building
Education
The University of Texas at El Paso 2011 — 2014
Master of Business Administration (MBA), Marketing
The University of Texas at El Paso 2003 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Amplify Credit Union June 2014 - Present
Omnibank August 2012 - March 2014
New York Life Insurance Company August 2009 - July 2012
BiGAUSTIN August 2008 - April 2009
Comerica August 2007 - August 2008
The Junior League of Waco, Inc. May 2000 - September 2007
Incommons Bank May 2003 - August 2006
Heart of Texas Business Resource Center October 2000 - May 2003
Skills
Budgets, Business Development, Insurance, Policy, Financial Education, Trend Analysis, Credit, Loans, Non-profits, Commercial Real Estate, Business, Commercial Lending, Nonprofits, Small Business, Strategic Planning, Portfolio Management, Real Estate, Mergers & Acquisitions, Financial Analysis, Finance, Leadership, Commercial Banking, Financial Services, Sales
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Management
Love and Light Coaching 2011 - Present
Fannie Mae February 2010 - November 2012
CitiMortgage April 2005 - February 2010
New York Life Insurance Company November 1995 - April 2005
Skills
Results oriented, goal..., Detail oriented; strong..., Excellent..., Function well..., Respond best in..., Self-motivated, Training, Business, Team Leadership, Management, Business Process, Leadership, Team Building, Program Management, Problem Solving, Strategy, Entrepreneurship, Budgets, Business Strategy, Analysis, Public Speaking, Communication, Interpersonal Skill, Flexibility, Coaching, Leadership Development, Call Centers, Goal Oriented, Marketing, Well-organized, Management Consulting, Fundraising, Customer Service, Analytical Skills, Executive Coaching, Change Management, Start-ups, Consulting, Risk Management, Business Development, Project Management, Mentoring, Social Networking, Social Media, Social Media Marketing, Motivational Speaking, Nonprofits, Microsoft Office
Education
The University of Texas at Dallas
Masters of Arts, Interdisciplinary Studies
The University of Texas at Dallas
Bachelor of Science, Business Administration
Golden Outlook Insurance Services July 2012 - Present
Farmers Insurance January 2011 - July 2012
New York Life Insurance Company August 2004 - July 2009
Principal Financial Group August 1998 - August 2004
Skills
Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Life Insurance, Long-term Care, Retirement Planning, Sales, Financial Services, Medicare, Long Term Care Insurance, Securities, Wealth, Sales Presentations, Term Life Insurance, Management, Medicare Advantage, Customer Service, Team Building, Marketing, Leadership, Strategic Planning, Public Speaking, Training, Sales Management
Education
The University of Texas at Austin 1986 — 1998
Bachelor's Degree, Economics and Psychology Double Major
PSJA High School 1982 — 1984
High School
The Workforce Group LLC February 2014 - Present
Providence January 2009 - January 2014
New York Life Insurance Company January 2004 - March 2006
State Farm Insurance January 2002 - January 2004
Skills
CDBG, Disaster Response, Staffing Services, Disaster Recovery, Government, Contract Negotiation, Leadership, Public Speaking, Contract Management, Microsoft Excel, Microsoft Word, Management, Program Management, Operations Management, Microsoft Office, Sales, Budgets, Project Management, Strategic Planning, Insurance, Recruiting, Team Building, Policy, Outlook, PowerPoint, Public Relations, New Business Development, Account Management, Networking
Education
The University of Southern Mississippi 1994 — 1999
BA, Finance
Bowling Green High School 1991 — 1994
Diploma
TFCU - El Paso September 2014 - Present
Ruhmann Law Firm August 2014 - Present
Townsquare Media September 2013 - September 2014
MediaNews Group November 2012 - September 2013
New York Life Insurance Company August 2007 - November 2012
University of Phoenix May 2005 - August 2007
Skills
Social Media Marketing, Advertising Sales, Digital Marketing, Digital Media, Digital Strategy, Mobile Marketing, SEO, PPC, Marketing Strategy, Sales Management, Sales Leadership..., Team Management, Market Research, Email Marketing, Online Advertising, Online Marketing, Strategic Financial..., Business Management..., Staff Development, Sales Force Development, Development of Sales..., Sales, Customer Service, Insurance, Financial Analysis, Recruiting, Customer Satisfaction, Training, Sales Tools Development, Advertising, Social Media, Marketing, Social Networking, Public Relations, Management, Marketing Communications, Leadership, Account Management, Facebook, Microsoft Office, Team Building, Public Speaking, Market Planning, Integrated Marketing, Media Planning, New Media, B2B, Event Planning, Event Management, New Business Development
Education
The University of Texas at El Paso 2000 — 2004
Bachelor of Science (BS), Kinesiology and Exercise Science
University of Phoenix 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
New York Life Insurance Company March 2015 - Present
El Paso Center For Children October 2010 - April 2012
Galache's Truck Enterprise February 2008 - August 2010
Skills
Training, Compensation & Benefits..., Employee & Labor..., Strategic HR Management, Employment Law &..., HR Staffing & Planning, Budget Monitoring, Accounts Payable, Payroll, Accounts Receivable, Customer Service, Secretarial Skills, Supervisory Experience, Employee Benefits, Human Resources, Benefits Administration, Compensation, Telephone Skills, 10 Key, HRIS, Interviews, Job Descriptions, Exit Interviews, Employee Handbooks, Hiring, Time Management, Team Building, Recruiting, Performance Management, Organizational...
Education
The University of Texas at El Paso 1994 — 2006
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
New York Life Insurance Company October 2014 - Present
RJ Young August 2013 - August 2014
Skills
Life Insurance, Long-term Care, Retirement Planning, Asset Protection, Small Business, Term Life Insurance, Legacies, Whole Life Insurance, Personal Finance
Education
The University of Southern Mississippi 2010 — 2012
Bachelor's Degree, Biology/Biological Sciences, General, 3.9
New York Life Insurance Company June 2015 - Present
Pace October 2012 - April 2013
Kwal Paint June 2006 - June 2007
Skills
Asset Protection, Fixed Annuities, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Multi-Generational..., Supplements to Employee..., Customer Satisfaction, Customer Service, Computer Hardware, Troubleshooting
Education
The University of Texas at San Antonio 2005 — 2012
Bachelor of Business Administration (BBA), Information Systems
New York Life Insurance Company January 2015 - Present
UTSA Football August 2010 - December 2014
Department of Communications at UTSA Athletics June 2014 - August 2014
Skills
Social Media, Student Affairs, Student Development, Blogging, Creative Writing, News Writing, InDesign, Microsoft Word, YouTube, Leadership, Public Speaking, PowerPoint, Teamwork, Customer Service, Research, Team Building
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor's degree, Communication Studies
New York Life Insurance Company March 2011 - Present
Education
The University of Southern Mississippi
Texas Civil Rights Project May 2015 - Present
Norton Rose Fulbright January 2015 - May 2015
The Walters Firm 2015 - 2015
Kitchens & Associates April 2013 - May 2014
Battleground Texas June 2013 - August 2013
The Law Office of William Jang, PLLC March 2012 - March 2013
Escobedo Esthetics October 2009 - December 2012
Texas House of Representatives January 2011 - May 2011
New York Life Insurance Company March 2009 - August 2009
Skills
Legal Research, Immigration Issues, Voter Contact, Spanish-speaking, Public Speaking, Policy Analysis, Immigration Applications, Texas Notary, PC Law, Immigration Law..., Efiling, USCIS, QuickBooks, Legal Documents, Legal Discovery, Office Administration, Account Management, Accounts Payable, Receptionist Duties, Spanish, Legislative Relations
Education
The University of Texas at Austin 2009 — 2014
Bachelor of Science (B.S.), Political Communication
The University of Texas at Austin 2007 — 2014
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at El Paso
Finflex Central February 2013 - Present
Professional Freelance Writer September 2009 - Present
The Columbia Property Group Inc. January 2012 - September 2012
Stones of Agape May 2011 - June 2012
New York Life Insurance Company October 2011 - November 2011
SDA Network News February 2011 - 2011
Skills
Economics, Microsoft Office, Blogging, Social Networking, Personal Finance, Entrepreneurship, Coaching, Mentoring, Online Journalism, Research Writing, Sustainability, Public Speaking, Team Leadership, Raising Money, Customer Satisfaction, HTML, Writing Skills, Journalism, NLP, EBT, Analysis, Creative Problem Solving, Critical Thinking, Event Management, Research, Writing, Social Media Marketing, Online Marketing, Problem Solving, Report Writing, Teamwork, Customer Service, Event Planning, Fundraising, Editing, Project Planning, Leadership, Social Media, Time Management, Training, Team Building, Microsoft Word, Teaching, Nonprofits, Sales
Education
International Coach Academy 2012 — 2014
Certified Professional Coach, life coach training
The University of Southern Mississippi 2008 — 2010
BSBA, Economics
MGCCC - Jefferson Davis Campus 2006 — 2008
AA, Economics
New York Life Insurance Company September 2014 - Present
Flextronics January 2011 - September 2014
Benchmark Electronics February 2005 - December 2010
Benchmark Electronics August 2005 - June 2008
Western Precision June 2005 - August 2005
Pemstar February 2005 - June 2005
Hawthorn Suites by Wyndham 2001 - 2003
Hawthorn Suites by Wyndham 2001 - 2003
Hawthorn Suites by Wyndham 2001 - 2003
Skills
Analysis, Change Management, Continuous Improvement, Contract Negotiation, Cross-functional Team..., ERP, Electronics, Engineering, FMEA, Failure Analysis, Forecasting, Lean Manufacturing, MRP, Microsoft Excel, Operations Management, Pricing, Process Engineering, Process Improvement, Process Simulation, Product Development, Program Management, Project Management, Project Planning, Purchasing, Root Cause Analysis, SAP, Semiconductor Industry, Semiconductors, Six Sigma, Strategic Planning, Strategic Sourcing, Supply Chain, Supply Chain Management, Supply Management, Team Building, Team Leadership, Troubleshooting
Education
The University of Texas at Austin 1998 — 2002
BS, Mechanical Engineering
Westlake High School 1994 — 1998
Leap Solutions Group LLC June 2014 - Present
Self Employed December 2012 - Present
ThermaSource, Inc. December 2012 - March 2014
New York Life Insurance Company August 2010 - December 2012
NeilMed Pharmaceuticals September 2009 - August 2010
Pen to Paper February 2002 - September 2009
CASA of Travis County February 1997 - November 1999
STG Design June 1993 - February 1997
Skills
Public Relations, Event Planning, Fundraising, Marketing Communications, Company Newsletters, Volunteer Recruiting, Interpersonal Savvy, Copy Editing, Client Confidentiality, Media Appearances, Public Speaking, Community Outreach, RFP experience, Newsletters, Advertising, Marketing, Press Releases, Logo Design, Direct Mail, Graphic Design, Leadership, Training, Recruiting, Nonprofits
Education
The University of Texas at Austin 1989 — 1993
Communications Degree, Radio, Television, Film
Merchant's Resource Group Business Planning & Strategy ConsultantSelf-employedMay 2012 - 2013
Western Rim Property Services June 2010 - November 2011
New York Life Insurance Company January 2009 - December 2010
ACC Consulting Firm March 2007 - August 2009
US Concepts January 2006 - May 2008
Skills
Marketing, Customer Service, Microsoft Office, Microsoft Excel, Sales, System Integration..., Solution Implementation, Team Building, Team Leadership, Public Speaking, Public Relations, Sales Operations, Social Media, Social Media Marketing, Social Media Strategist, Technical Recruiting, Information Technology
Education
San Antonio Board of Realtors
Residential & Commercial Real Estate
The University of Texas at San Antonio
Bachelor’s Degree in Business Administration and International Business
New York Life Insurance Company January 2015 - Present
Goodman Networks September 2014 - December 2014
Skills
SAS, SQL, Microsoft Excel, HTML, Adobe Fireworks, R, Probability, Economic Statistics, Business Foundation, Statistics, Actuarial Science, Quantitative Finance, Statistical Modeling, Time Series Analysis, SAS Programming
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Science in Mathematics, Actuarial Science
The University of Texas at Austin 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
New York Life Insurance Company July 2008 - Present
Skills
401k, Insurance, Coaching, Employee Training, Employee Engagement, Leadership Development, Training Delivery, Fixed Annuities, Securities, Microsoft Excel
Education
The University of Texas at Dallas
New York Life Insurance Company November 1977 - Present
Morse Chain Division of Borg Warner June 1974 - November 1977
Garland Engineering May 1972 - June 1974
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed Long-Term Care..., Mult-Generational..., Multi-Generational..., Protection Planning /..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Cummunication, Multi-Tasking Skills, Time Management, Thought Leadership
Education
The University of Texas at Arlington 1969 — 1974
BS in Industrial Engineering, Industrial Engineering, A
The University of Texas at Arlington 1969 — 1974
YMCA of San Diego County March 2015 - Present
YMCA of San Diego County 2014 - Present
YMCA of Austin May 2013 - August 2014
New York Life Insurance Company October 2013 - July 2014
Skills
Team Building, Department Management, Research, Customer Relations, Training, Public Relations, Non-profit Leadership, Customer Service, Community Outreach, Non-profit Program..., Youth Development, Sales Management, Fiscally Responsible, Corporate Fundraising, Department Budgeting, Variable Annuities, Annuity Sales, Fixed Annuities, Life Insurance
Education
The University of Texas at Austin 2010 — 2014
B.A. in Government, Political Science and Government
ExxonMobil January 2014 - Present
Wood Group Mustang June 2012 - December 2013
New York Life Insurance Company May 2011 - August 2011
University of Texas at Austin May 2010 - August 2010
Skills
Process Control, Microsoft Office, Aspen Plus, Matlab, Automation, JMP, LNG, C++, P&ID development, Gas, Petroleum, HMI design, Laboratory, Microsoft Excel, HP Quality Center, CapturePlus, Box-Behnken Design, Laboratory Research, Polymath, Yokogawa Centum VP, Real Time Database, Aspen DMCplus, Honeywell TDC 3000, Honeywell TDC 2000, Abnormal Event Detection, Siemens Data..., Control Performance..., Hydroprocessing, Steam Boilers, Honeywell Uniformance, Process History Database, Variance Monitoring, Instrumentation, DCS, Engineering, Alarm Rationalization, Honeywell Advanced...
Education
The University of Texas at Austin
Bachelor’s Degree, Chemical Engineering
Westminster July 2014 - Present
Mass Mutual Southwest March 2014 - Present
New York Life Insurance Company March 2012 - March 2014
Brookdale Senior Living (ARC) dba Summit Westlake Hills January 2005 - September 2011
American Retirement Corporation (now Brookdale) July 1999 - January 2004
Fountain View (formerly Summit Care Corporation) July 1996 - June 1999
Health Care & Retirement Corporation (HCR) November 1992 - June 1996
Health Care & Retirement Corporation (HCR) dba Heartland of San Antonio May 1991 - November 1992
Skills
Strategic Vision &..., Prospecting & Lead..., Training & Coaching, Strategic Alliances, Risk Analysis, Client Relationship..., Customer Needs Analysis, Sales & Sales Management, Team Building, Special Events..., Presentations & Public..., Marketing & Public..., Key Account Management, Sales, Event Management, Sales Management, CRM, Strategic Planning, Negotiation, Selling, Marketing Strategy, Management, Direct Sales, Training, Market Research, Advertising, Customer Satisfaction, Community Outreach, Tenacious, Disability Insurance, Fixed Annuities, Leadership, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement, Strategic Consulting, Variable Annuities
Education
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
Business, Management & Marketing
working for myself: property manager August 2013 - Present
Next Page Financial July 2012 - December 2014
New York Life Insurance Company August 2011 - July 2012
Various Contract Positions 2010 - 2011
Women Printmakers of Austin 2000 - 2011
American Foundation f/t Blind October 2006 - June 2009
Apple, Inc. January 1997 - October 2006
Maui Community College campus January 1979 - June 1987
Skills
client support, Report Writing, Online Research, Administrative..., Team Building, Editing, Research, Microsoft Word, Art, Customer Service, Microsoft Office, Social Media, Event Planning, Photography, Microsoft Excel, PowerPoint, Fine Art, Public Speaking, WordPress, Project Management, Mac, Artistic Abilities, Copy Editing, Newsletters, Management, Nonprofits, Creative Writing, Fundraising
Education
The University of Texas at Austin 1988 — 1991
Bachelor of Arts (B.A.), Fine art
Western Michigan University 1978 — 1979
Master's, Information sciences
University of Massachusetts Boston 1973 — 1977
BA, English
MATRIX January 2015 - Present
New York Life Insurance Company May 2010 - May 2015
RSH Engineering May 2014 - August 2014
Candyworld January 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, AutoCAD, Engineering, Research, Solidworks, Customer Service, Matlab, Access, SolidWorks
Education
The University of Texas at Dallas 2010 — 2015
Bachelors, Mechanical Engineering, Minor in Business Administration
New York Life Insurance Company July 2014 - Present
Henson Energy 2010 - 2014
Skills
Sales, Account Management, Asset Protection, Business Networking, Insurance, Legacy Planning, Retirement, Risk Management
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.3
New York Life Insurance Company June 2009 - Present
New York Life Insurance Company January 2006 - June 2009
New York Life Insurance Company October 2000 - December 2005
New York Life Insurance Company March 1998 - October 2000
Skills
Recruiting, Leadership, Coaching, Team Building, Interviewing Skills, Training Leadership, Financial Services, Insurance, Employee Benefits, Long Term Care Insurance, Management, Retirement, Life Insurance, Investments, Retirement Planning
Education
The University of Texas at Austin
Bachelor of Science (BS), Marketing
Taj Grocers April 2007 - Present
New York Life Insurance Company September 2005 - May 2007
Inwood National Bank 2005 - 2005
Bank of Texas 2001 - 2004
Education
The University of Texas at Arlington 2000 — 2004
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company April 2014 - September 2015
Capital One January 2014 - April 2014
Capital One November 2012 - January 2014
Capital One January 2012 - November 2012
Capital One October 2010 - January 2012
Capital One June 2010 - October 2010
Capital One June 2008 - June 2010
Capital One Auto Finance May 2007 - August 2007
Capital One Auto Finance May 2006 - August 2006
Skills
Process Improvement, Project Management, Risk Management, Program Management, Change Management, Strategic Planning, Business Analysis, Financial Services, Cross-functional Team..., Business Process..., Team Building, Six Sigma, Customer Satisfaction, Forecasting, Metrics, Analytics, Business Development, Integration, Management, Marketing, Quality Assurance, Sales, Performance Management
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (MBA)
Wabash College 2004 — 2008
BA, Economics
New York Life Insurance Company January 2013 - Present
bGobal Sourcing November 2011 - April 2012
Kriya Consulting September 2010 - September 2011
Barclays Capital (formerly Lehman Brothers) August 2002 - December 2009
Advanced Data Streams, Inc January 1990 - July 2007
Pershing, a BNY Mellon company 1999 - 2001
Pershing, a BNY Mellon company 1999 - 2001
Pershing, a BNY Mellon company 1999 - 2001
Pershing, a BNY Mellon company 1999 - 2001
Image Sciences, Inc 1984 - 1989
Skills
Management, Strategy, CRM, Analytics, COBOL, Business Development, Software Project..., DB2, Pre-sales, SME Client-Reporting..., CSF (Custom Statement..., Mainframe, Cobol, VSAM,..., AFP (Advanced Function..., AFP Toolsets, Architecture, DocuMerge, Meta-Code (Xerox Print..., CSF, Risk Management, Print, PMO, Tableau BI tool, Vermillion, Kurtosys, IBM Cognos, Informatica ETL, Database and..., Agile & Prince2..., SharePoint, Integration
Education
The University of Texas at Arlington 1980 — 1983
BBA Program, Business Systems Analysis
Valeant Pharmaceuticals January 2015 - Present
Vine Connections January 2013 - Present
Medicis Pharmaceuticals March 2010 - January 2013
Pioneer Wine Company January 2008 - April 2010
New York Life Insurance Company June 2005 - November 2007
Glazer's Distributors January 2003 - June 2005
Ad Results Advertising August 2001 - December 2002
Skills
Account Management, Customer Service, Marketing, Marketing Strategy, Pharmaceutical Sales, Sales, Sales Force Development, Sales Management, Sales Operations, Wine Tasting, Cold Calling, Direct Sales, Market Planning, Product Launch, Sales Presentations
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Science (B.S.), Advertising
Pine Tree High School 1993 — 1997
New York Life Insurance Company 2013 - Present
Education
The University of Texas at Austin
MetLife February 2012 - Present
New York Life Insurance Company November 2011 - February 2012
AXA Equitable August 2006 - June 2011
Skills
Risk Management, Fixed Annuities, Actuarial Science, Insurance, Financial Modeling, Valuation, Data Analysis, Financial Analysis, VBA, Strategic Financial..., Reinsurance
Education
The University of Texas at Austin 2004 — 2006
Vassar College 1997 — 2002
Creative Colors International December 2014 - Present
VYBRANZ June 2014 - December 2014
Exposure Rock Climbing Gym March 2006 - May 2013
James Hardie Building Products 1992 - 2004
New York Life Insurance Company 1988 - 1991
Aqua Lawn Sprinklers 1982 - 1985
Skills
Entrepreneurship, Small Business, Customer Service, Social Media Marketing, Coaching, Start-ups, Marketing, Marketing Strategy, Social Media, Event Management, Team Building, Public Speaking, New Business Development
Education
The University of Texas at Arlington
Bachelor of Science (BS), Economics
Fannie Mae 2010 - Present
Bank of America 2008 - 2009
Countrywide 2005 - 2008
Advanced Planning, Inc. 1999 - 2005
Verizon 1998 - 1999
New York Life Insurance Company 1993 - 1997
Southwest Airlines 1990 - 1993
Skills
CAMS, Financial Risk, Investments, Series 24, Securities, AML, FINRA, Operational Risk, KYC, Series 63, Operational Risk..., Due Diligence, Financial Regulation, Governance, Compliance, Fraud Detection
Education
The University of Texas at Arlington
New York Life Insurance Company November 2011 - Present
Registered Agent Solutions, inc. (RASi) August 2010 - October 2011
Greater Austin Hispanic Chamber of Commerce October 2009 - August 2010
Greater Austin Hispanic Chamber of Commerce October 2008 - October 2009
Skills
Non-profits, Public Relations, Media Relations, Event Planning, Community Outreach, Public Speaking, Strategic Planning, Recruiting, Life Insurance, Hispanic Market, Analysis, Business Development, Business Planning, Community Development, Entrepreneurship, Event Management, Fundraising, Insurance, Leadership, Leadership Development, Management, Marketing, Marketing Communications, Marketing Strategy, Nonprofits, Program Development, Program Management, Sales, Small Business, Social Media, Social Media Marketing, Social Networking, Spanish, Staff Development, Strategic Communications, Team Building, Team Leadership, Volunteer Management
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (BA), Mexican American Studies and Hispanic Studies
New York Life Insurance Company March 2008 - Present
Rabobank International February 2007 - January 2008
Biogen Idec March 2006 - December 2006
Skills
Financial Analysis, Microsoft Office, SDLC, Business Analysis, Customer Service, Sales, Business Development, Marketing, Team Leadership, Finance, Enterprise Content..., Collaboration Tools, SharePoint...
Education
The University of Texas at Arlington 2004 — 2005
Masters
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company October 2010 - March 2012
New York Life Long-Term Care November 2009 - January 2012
KB Home July 2006 - October 2009
Richmond American Homes 2004 - 2006
Main Street Homes 2003 - 2004
Capital Pacific Homes 1998 - 2002
Clark Wilson Homes 1993 - 1998
Skills
Process Improvement, Business Analysis, Employee Benefits, Contract Negotiation, Insurance, Budgets, Sales, Training, Analysis, Customer Service, Management, Negotiation, Program Management, Project Management
Education
The University of Texas at Austin 1988 — 1992
New York Life Insurance Company August 2011 - Present
Liberty Mutual Insurance February 2010 - June 2011
Target May 2009 - August 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Key Person Protection, Retirement Planning, Small Business, Financial Modeling, Life Insurance, Risk Management, Financial Analysis, Investments, Finance, Retirement
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Bachelor of Business Administration (BBA), Management
Austin Business Journal April 2015 - Present
Futurity First November 2014 - April 2015
New York Life Insurance Company September 2013 - October 2014
KVIA January 2005 - April 2013
Farmers Insurance September 2004 - June 2005
AO Smith Water Products January 2001 - December 2004
Associates First Capital Corporation January 1998 - December 2000
Skills
Marketing, New Business Development, Social Networking, Sales, Customer Service, Marketing Strategy, Business Relationship..., Client Development, Social Media Marketing, Leadership, Training, Advertising Sales, Marketing Communications, Life Insurance, Insurance, Advertising, Radio, Online Advertising, Term Life Insurance, Business Networking, Whole Life, Online Marketing, Life, Integrated Marketing
Education
The University of Texas at El Paso
Bachelor's Degree, Finance, General
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company August 2012 - Present
Eagle Strategies, LLC August 2007 - Present
United States Air Force November 1996 - July 2001
Skills
Asset Allocation, Insurance, Life Insurance, Strategic Financial..., Investments, Wealth Management, Business Planning, Fixed Annuities, Training, Small Business, Financial Services, Finance, Retirement Planning, Leadership, Retirement, Estate Planning, Financial Planners, Financial Advisory, Strategic Planning, Wealth Preservation...
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Arts (BA), Hist/Phil, Finance/Italian
University of Maryland 1996 — 1998
Associates Degree, Electrical Engineering
Self employed April 2013 - Present
New York Life Insurance Company October 2012 - Present
TruGreen LandCare February 2012 - November 2012
MedSynergies March 2011 - November 2011
VAS July 2008 - December 2010
Autocraft Electronics October 2005 - July 2008
Osteomed, Inc. May 2003 - September 2005
Autocraft Electronics January 1999 - September 2002
Skills
Training, Strategic Planning, Insurance, Customer Service, Inventory Management, Management, Strategy, Program Management, Account Management, Employee Benefits, Healthcare, Managed Care
Education
University of Saint Mary 1995 — 1999
Bachelor of Arts (B.A.), Historical Studies
The University of Texas at Dallas
Bachelor of Arts (B.A.), Historical Studies
Woodrow wilson high school
New York Life Insurance Company April 2001 - Present
New York Life Insurance Company April 1995 - April 2001
Hercules Aerospace Company May 1989 - April 1995
Education
The University of Texas at Austin 1969 — 1972
Bachelors of Science, Chemistry & Mathematics
EY September 2015 - Present
McGladrey December 2013 - September 2015
Tower Legal Solutions October 2011 - May 2012
T-Mobile March 2008 - August 2008
New York Life Insurance Company June 2007 - November 2007
Skills
International Tax, FATCA, FinCEN, Foreign Tax Credit, DISC, Legal Research, Tax, Accounting, Legal Writing, Research, Criminal Law, Fundraising, Community Outreach
Education
University of North Carolina at Chapel Hill 2012 — 2013
Master, Accounting
University of North Carolina School of Law 2008 — 2011
Juris Doctor, Law
The University of Texas at Austin 2004 — 2007
Bachelor of Arts, Philosophy
NSN - Nokia Solutions and Networks December 2013 - Present
BlackBerry November 2009 - November 2013
EF Johnson September 2008 - November 2009
New York Life Insurance Company April 2008 - July 2008
Skills
Telecommunications, Project Management, Product Development, Wireless, Management, Program Management, Strategy, Sales, Product Management, Vendor Management, Mobile Devices, Cross-functional Team...
Education
The University of Texas at San Antonio 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company January 2010 - Present
New York Life Insurance Company January 2010 - Present
US Small Business Administration. SBA Office of Disaster Assistance. December 2007 - January 2010
Tarrant County College July 2005 - December 2007
KEZOHMAN INTERNATIONAL GROUP CO. December 1995 - January 2005
Education
The University of Texas at Dallas 1995 — 1997
Master of Public Affairs (MPA), Public Affairs, 3.5
The University of Texas at Arlington - College of Business Administration 1979 — 1981
Master of Arts (MA) Economics, International Economics, 3.5
Wilfrid Laurier University 1975 — 1977
BA General, Business Administration and Management, General, 9
JPMorgan Chase June 2010 - Present
New York Life Insurance Company June 2006 - May 2010
Farmers Life Insurance Company July 2000 - January 2006
Education
The University of Texas at El Paso
Bachelor's Degree, Finance
Northwestern Mutual January 2014 - Present
New York Life Insurance Company April 2012 - January 2013
Washburn University January 2010 - May 2010
Washburn University September 2008 - December 2008
U.S. District Court, Western District of Texas July 2008 - August 2008
The City of El Paso January 2007 - August 2007
Skills
Legal Research
Education
Washburn University School of Law 2007 — 2010
Juris Doctor
The University of Texas at El Paso 2002 — 2006
Bachelor of Arts, Philosophy
New York Life Insurance Company March 2010 - Present
Mark Wiggins-Agent with New York Life July 2007 - March 2010
Skills
Administrative..., Outlook, Customer Service, Data Entry, Microsoft Excel, Microsoft Office, Office Management, Microsoft Word, Office Administration, PowerPoint, Spreadsheets, Access, Insurance, Lotus Notes, Event Planning, Time Management, Teamwork, Invoicing, Human Resources, Travel Arrangements, QuickBooks
Education
The University of Texas at Austin
Bachelor's degree, Special Education and Elementary Education
TNT Dental May 2015 - Present
MultiView July 2014 - May 2015
ReachLocal November 2013 - July 2014
New York Life Insurance Company June 2013 - October 2013
Emmis Communications August 2012 - December 2012
Next Generation Marketing Solutions, Inc. June 2010 - September 2011
Skills
Photoshop, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Research, Public Speaking, HTML, Social Media, Advertising, Editing, Outlook, Blogging, Digital Media, Facebook, Social Media Marketing
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Science (BS), Advertising
optionsXpress May 2014 - Present
Charles Schwab November 2013 - June 2014
New York Life Insurance Company February 2013 - September 2013
eleven plates & wine August 2011 - February 2013
The Melting Pot July 2004 - August 2011
Main Event Entertainment February 2001 - June 2004
Skills
Management, Customer Service, Wine, Event Planning, Event Management, Sales, Payroll, Public Speaking, Marketing, Hospitality, Microsoft Excel, Leadership, Strategic Planning, Social Media, Microsoft Office
Education
The University of Texas at Austin 2004 — 2007
BA, Psychology
New York Life Insurance Company September 2012 - Present
Lowe's Home Improvement April 2005 - September 2012
Georgia Institute of Technology August 2009 - May 2010
Georgia Institute of Technology August 2005 - May 2010
Skills
Public Speaking, Microsoft Office, Customer Service, Training, Access, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Project Management, Matlab
Education
The University of Texas at Dallas 2014 — 2015
Masters of Accounting
Georgia Institute of Technology - Georgia Tech College of Management 2005 — 2010
Bachelors, Accounting and Finance
New York Life Insurance Company March 2014 - Present
Education
The University of Texas at Dallas 2014 — 2016
Bachelor of Science (B.S.), Finance and Economics
Commercial Metals Company January 2012 - Present
New York Life Insurance Company October 2009 - February 2012
Mid West Textile January 2007 - December 2008
ESPN deportes/ISP November 2003 - March 2008
Education
The University of Texas at El Paso 2008 — 2011
BS, Industrial Engineering
Austin Energy January 2012 - Present
New York Life Insurance Company September 2011 - December 2011
Sterling Planet February 2006 - February 2008
Austin Energy 2001 - 2006
Skills
Energy Efficiency, Team Building, Energy
Education
The University of Texas at Austin
BA, French/English
EZLynx January 2015 - Present
Worldwide Revenue Solutions October 2012 - May 2014
New York Life Insurance Company May 2012 - July 2012
endLayer May 2010 - June 2012
Skills
VoIP, Apache, Windows Server, Active Directory, MySQL, Linux, Servers, Network Administration, CSS, Technical Support, Web Development, IIS, WordPress, SEO, Web Design, Account Management, Windows 7, HTML
Education
The University of Texas at Arlington - College of Business 2007 — 2012
Bachelor's degree, Management Information Systems, General
The University of Texas at Arlington 2007 — 2011
Bachelors of Science, Information Systems
New York Life Insurance Company October 2012 - Present
Rocket Tier LLC August 2011 - January 2013
Skills
Life Insurance, Customer Service, Sales Management, Mobile Devices, Mobile Technology, Mobile Design, Mobile Marketing, iPhone Application..., Android Development, Mobile Web Design, Mobile Applications, Digital Marketing, Start-ups
Education
The University of Texas at Austin 2006 — 2011
Bachelor of Science, Physical Culture and Sports
ChemCal January 2011 - Present
New York Life Insurance Company January 2010 - January 2011
Skills
Troubleshooting, Customer Service, Customer Satisfaction, Technical Support, Team Building, Call Centers, Microsoft Office, Process Improvement, Electricians, Account Management, Windows 7, Operations Management, Water Treatment, Water, Sales, Sales Management
Education
The University of Texas at Austin 2004 — 2009
Bachelor's Degree
Johnson Controls June 2012 - Present
New York Life Insurance Company 2009 - 2012
AT&T 2004 - 2009
Skills
Customer Service, Sales, Troubleshooting, Continuous Improvement, Engineering
Education
The University of Texas at El Paso 1999 — 2001
Associate's degree