New York Life Insurance Company

Description

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,

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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

New York Life Insurance Company Employees

Employee
Years
Job
Industry
Chris Booth Chris Booth Cincinnati Area Details
Chris Booth's New York Life Insurance Company Experience October 2005 - November 2007
Job Regional Sales Director at ExactCare Pharmacy (ILINKYTN)
Industry Pharmaceuticals
Experience
ExactCare Pharmacy  March 2013 - Present
StopTech, Ltd.   November 2007 - February 2013
New York Life Insurance Company   October 2005 - November 2007
Virginia Military Institute  July 2003 - July 2005
University of Charleston  August 2002 - July 2003
Thomas More College  June 2001 - August 2002

Skills
Sales Management, Key Account Management, Lead Management, Team Building, Coaching, Marketing, Strategic Planning, Public Speaking, Customer Service, Management, Sales, Cold Calling, Public Relations, PowerPoint, Team Leadership, New Business Development, Microsoft Office, Leadership Development, Research, Account Management, Microsoft Excel, Marketing Communications, Microsoft Word, Salesforce.com, Leadership, Direct Sales, Sales Operations, Sales Process

Education
The University of Charleston   2002 — 2003
Masters, HR Management

Thomas More College
Bachelor of Arts, Speech Communications

La Salle High School   1992 — 1996

Eric Lardner Eric Lardner Dallas, Texas Details
Eric Lardner's New York Life Insurance Company Experience April 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  July 2014 - Present
NYLIFE Securities LLC  April 2012 - Present
New York Life Insurance Company   April 2012 - Present
Estate and Trust Management   2010 - March 2012
Mark Lyon Group LLC   2009 - 2010
Drexel Development Company, LLC   2007 - 2008
Dexter & Company  2006 - 2007
United American  2005 - 2005
White Wing International   2000 - 2004
E-Talk.net   1999 - 1999

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

Education
St. Marks's School of Texas

Thunderbird AGSIM
Master of International Management, Finance

Tulane University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government

Benjamin Lercher Benjamin Lercher Greater New York City Area Details
Benjamin Lercher's New York Life Insurance Company Experience August 2014 - November 2014
Job Associate Digital Investment at Mindshare
Industry Marketing and Advertising
Experience
Mindshare  April 2015 - Present
NYLIFE Securities LLC  November 2014 - March 2015
New York Life Insurance Company   August 2014 - November 2014
Tulane Academic Success Center  September 2013 - May 2014
Sterling National Bank  May 2012 - August 2012
Dix Hills Park Golf Course   May 2011 - August 2011

Education
Tulane University - A.B. Freeman School of Business   2010 — 2014
Bachelor of Science, Management; Finance and Legal Studies; Business

Elwood John H. Glenn High School   2007 — 2010
Advanced Regents Diploma with Honors

Teresa M. Gray Teresa M. Gray El Paso, Texas Area Details
Teresa M. Gray's New York Life Insurance Company Experience March 2013 - Present
Job Professional Agent representing New York Life helping families achieve their financial goals.
Industry Insurance
Experience
New York Life Insurance Company   March 2013 - Present

Skills
Customer Service, Insurance, Team Building, Retirement Planning, Finance, Fixed Annuities, Leadership, Life Insurance, Term Life Insurance, Strategic Planning, Microsoft Office, Whole Life, Estate Planning, Public Speaking, Tax, Management, Sales, Succession Planning, Accounting, Project Planning, Marketing

Education
TUI University   2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Garrett Sider Garrett Sider Miami, Florida Details
Garrett Sider's New York Life Insurance Company Experience July 2013 - February 2014
Job Senior Analyst, Company Operations at Burger King Corporation
Industry Restaurants
Experience
Burger King Corporation  January 2015 - Present
Burger King Corporation  July 2014 - December 2014
New York Life Insurance Company   July 2013 - February 2014
Breakthrough Cambridge  October 2013 - January 2014
broga   May 2013 - June 2013
National Conference on Citizenship (NCoC)   June 2012 - August 2012

Skills
Nonprofits, Social Media, Marketing Communications, Philanthropy, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, WordPress, Marketing Management, Business Planning, Brand Management

Education
Tufts University   2010 — 2014
Bachelor of Arts (B.A.), Economics with Minor in Entrepreneurial Leadership

St. George's School   2006 — 2010

Michael Albee Michael Albee Greater Boston Area Details
Michael Albee's New York Life Insurance Company Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   July 2014 - Present
Bernardi Honda Natick, MA   August 2012 - May 2014

Education
Tri County Regional Vocational Technical High School   1982 — 1986
High School Diploma / Trade Certificate, Culinary Arts/Chef Training

Medway

Alberto Ledezma Alberto Ledezma San Diego, California Details
Alberto Ledezma's New York Life Insurance Company Experience October 2010 - March 2011
Job Branch Manager at TMX Finance
Industry Financial Services
Experience
International Rescue Committee  February 2014 - September 2014
ICF International  May 2011 - February 2013
New York Life Insurance Company   October 2010 - March 2011

Skills
Customer Service, Finance, Investments, Strategic Financial..., Bilingual-English/Spanis..., Microsoft Office, SPSS, Oracle, SharePoint, Microsoft Excel, Peachtree, PeopleSoft, Ubuntu, International Relations, International Business, Healthcare Industry, Personal Finance, Outstanding..., Leadership, Llinux, Interpreting

Education
Towson University   2007 — 2013
Bachelor of Arts (BA), International Business

St. Mary's High School   2000 — 2004
Highschool Diploma

Christopher Lanfranca Christopher Lanfranca Blue Springs, Missouri Details
Christopher Lanfranca's New York Life Insurance Company Experience 2013 - March 2015
Job Relationship Manager at HighPointe Financial Group, LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC  April 2015 - Present
New York Life Insurance Company   2013 - March 2015
Shook, Hardy & Bacon   November 2006 - June 2013
Shook, Hardy & Bacon L.L.P.   2006 - 2013

Skills
Legal Research, Legal Writing, Commercial Litigation, Product Liability, Class Actions, Litigation Support, Document Review, Corporate Law, Mediation

Education
Washburn University School of Law   2003 — 2006
Doctor of Law (J.D.)

Truman State University   1999 — 2003
Bachelor of Arts (B.A.)

Alex Riggio Alex Riggio Monkton, Maryland Details
Alex Riggio's New York Life Insurance Company Experience May 2013 - September 2013
Job Sales Support Associate at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services  October 2014 - Present
SECU  October 2013 - October 2014
New York Life Insurance Company   May 2013 - September 2013
Mutual of Omaha  August 2012 - April 2013
M&T Bank  July 2010 - July 2012
Manor Tavern Restaurant   March 2005 - July 2010
Sheffield Institute   January 2009 - May 2009
Henry’s Bistro   March 2005 - February 2008
Rusty’s Pizza and SubPerry   June 2000 - January 2005

Skills
Licensed Life & Health..., Customer Service, Marketing, Training, Event Planning, Insurance, Time Management, Investments, Finance, Employee Benefits, Retirement Planning, Loans, Sales, Financial Services, Strategic Planning, Leadership

Education
Towson University   2006 — 2009
Bachelor of Science, Business Administration; Marketing

Calvert Hall College High School   2000 — 2004

Stevon Judd Stevon Judd Greater New York City Area Details
Stevon Judd's New York Life Insurance Company Experience July 2013 - December 2014
Job Tech Arch at Accenture
Industry Insurance
Experience
Accenture  December 2014 - Present
Super Ego Clothiers, LLC   September 2011 - Present
New York Life Insurance Company   July 2013 - December 2014
New York Life Insurance Company   July 2011 - November 2014
Trinity College - Hartford  September 2010 - May 2011
Deloitte  June 2010 - August 2010
Deloitte  June 2009 - August 2009
Trinity College  October 2008 - July 2009
DrJays.com  June 2006 - August 2008

Skills
Microsoft Office, Research, SQL, HTML, Management, JavaScript, Photoshop, Customer Service

Education
Trinity College-Hartford   2006 — 2011
BS, Engineering/Concentration Electrical

Amherst High School   2002 — 2006

Ken L. Boone Ken L. Boone Greater Minneapolis-St. Paul Area Details
Ken L. Boone's New York Life Insurance Company Experience August 1993 - August 1995
Job Insurance Advisor at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  April 2014 - Present
Gurstel Chargo  May 2012 - July 2013
Messerli & Kramer  November 2008 - November 2012
Northland Group  November 2003 - October 2009
Textron Financial  August 2000 - August 2003
Target  1995 - 2000
New York Life Insurance Company   August 1993 - August 1995

Skills
Arbitration, Automotive, Financial Risk..., Litigation, Civil Litigation, Commercial Litigation, Insurance, Health Insurance, Life Insurance, Fixed Annuities, Recoveries, Liens, Mechanics Liens, Negotiation, Networking, Social Networking, Sales Presentations, Floorplanning, Real Estate Litigations, Estate Planning, Paralegals, Marketing Strategy, Trade Associations, Minority Rights

Education
Kaplan University

Triton College

Claudia Mendiola Claudia Mendiola McAllen, Texas Area Details
Claudia Mendiola's New York Life Insurance Company Experience February 2014 - April 2014
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   February 2014 - April 2014

Education
The University of Texas-Pan American
Bachelor of Business Administration (BBA), Finance

Lien Bui Lien Bui San Francisco Bay Area Details
Lien Bui's New York Life Insurance Company Experience December 2005 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2005 - Present

Education
Trinity University-Washington   1996 — 2000
Bachelor of Arts (BA), Economics

Robb Niemann Robb Niemann Greater Chicago Area Details
Robb Niemann's New York Life Insurance Company Experience August 2009 - April 2010
Job Quality Operations Manager at Aon Hewitt
Industry Hospital & Health Care
Experience
Aon Hewitt  April 2014 - Present
Aon Hewitt  August 2010 - March 2014
New York Life Insurance Company   August 2009 - April 2010
Kirby Lester  July 2007 - July 2009
MD Logic, Inc.   May 2006 - October 2007
Delivery.com  October 2005 - February 2006
Scribe, Inc.   November 2001 - September 2005
yesmail  1999 - 2001
webpromote   1997 - 1999

Skills
Benefits Administration, New Business Development, Sales, Account Management, Team Building, HRIS, Strategic Planning, Insurance, Healthcare, Health Insurance, Employee Benefits, Process Improvement, COBRA, Recruiting, Customer Service, Training

Education
Triton College   1987 — 1989
AS

Jordan Wells Jordan Wells Pasadena, Maryland Details
Jordan Wells's New York Life Insurance Company Experience March 2010 - October 2012
Job Client Experience Administrator at MetLife
Industry Insurance
Experience
MetLife  September 2013 - Present
Precision Solutions  October 2012 - July 2013
New York Life Insurance Company   March 2010 - October 2012
Insight Global  May 2009 - January 2010

Skills
Recruiting, Training, Management, Interviews, Account Management, Insurance, Customer Service, Networking, Microsoft Office, Technical Recruiting, Talent Acquisition, Human Resources, Time Management, Marketing, Temporary Placement, Social Networking, Cold Calling, Applicant Tracking..., Internet Recruiting, Sourcing, System Administration, Staffing Services, Leadership, Staff Augmentation, Consulting, Contract Recruitment, CRM, Benefits Negotiation

Education
Towson University   2004 — 2008
Bachelor's degree, Mass Communication/Media Studies

Towson University

Ashley Howell Ashley Howell Orlando, Florida Details
Ashley Howell's New York Life Insurance Company Experience April 2014 - January 2015
Job Enrollment Advisor at Pearson
Industry Education Management
Experience
Pearson  January 2015 - Present
New York Life Insurance Company   April 2014 - January 2015
MyAutoSearch.com   October 2013 - January 2014
Northwestern Mutual  February 2012 - August 2013
New Urban Suites   July 2010 - February 2012

Skills
Microsoft Office, Social Media, Recruiting, Marketing, Travel Arrangements, Administrative..., Office Administration, Calendaring, Account Management, Executive..., Customer Service, Marketing Strategy, Sales, Time Management, Interviews, Management, Sales Management, Public Speaking

Education
Valencia College   2014 — 2015
Human Resources Management

Towson University   2003 — 2007
Bachelor's degree, Mass Communications & Business Administration

Dylan White Dylan White Baltimore, Maryland Details
Dylan White's New York Life Insurance Company Experience May 2014 - November 2014
Job Recent Graduate in Business Administration (Marketing)
Industry Marketing and Advertising
Experience
The Point in Fells   June 2013 - Present
New York Life Insurance Company   May 2014 - November 2014
Westland Group  June 2011 - August 2013

Skills
Microsoft Office, Social Media, Time Management, Customer Service, Teamwork, Marketing, Microsoft Excel, Social Networking, Facebook

Education
Towson University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing

Saint John Vianney High School   2006 — 2010
High School Diploma, College Prep

Marshal Brink Marshal Brink Charlotte, North Carolina Details
Marshal Brink's New York Life Insurance Company Experience February 2012 - June 2012
Job Sales Performance Manager at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures  September 2013 - Present
Red Ventures  October 2012 - September 2013
Red Ventures  June 2012 - October 2012
New York Life Insurance Company   February 2012 - June 2012
Storage Ark IT Company   January 2008 - January 2010
Personal Trainer  January 2005 - January 2009
Vector Marketing  January 2005 - January 2006

Skills
Sales, Marketing, Marketing Strategy, Training, Insurance, Product Marketing, Employee Benefits, B2B, Cold Calling, Finance, Account Management, Leadership, Recruiting, Team Building, Management, Customer Service, Business Development, Event Planning, Social Networking, Health Insurance, Sales Process, Online Marketing, Sales Operations, Sales Management, Time Management, CRM

Education
The University of Texas at San Antonio   2005 — 2010
Bachelor of Business Administration (BBA), Marketing

Annia Zavala Annia Zavala Miami, Florida Details
Annia Zavala's New York Life Insurance Company Experience September 2009 - Present
Job Corporate Vice President Hispanic Market at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2009 - Present
National Hispanic Professional Organization   2010 - 2010
Hunt Valley Development I, LLC   January 2004 - September 2009
Texas Association of Mexican American Chambers of Commerce (TAMACC)   February 2006 - February 2008
Renaissance Casa de Palmas Hotel   September 2005 - February 2006

Skills
Event Management, Promotions, Community Relations, Trade Shows, Event Planning, Direct Recruiting, Marketing Strategy, Marketing Communications, Marketing Management, Entrepreneurship, Community Development, Integrated Marketing, Management, Marketing, Nonprofits, Public Relations, Strategy, Sales, Budgets, Program Management, Recruiting, Team Building, Strategic Planning, Non-profits, Leadership, Fundraising, Small Business, Customer Service, Social Media, Press Releases, Online Marketing, Advertising, Social Media Marketing, Public Speaking

Education
The University of Texas - Pan American   2001 — 2005
Bachelor of Business Administration, Marketing

The University of Texas-Pan American   2001 — 2005
Bachelors, Marketing

Sharon LaFountaine Sharon LaFountaine Virginia Beach, Virginia Details
Sharon LaFountaine's New York Life Insurance Company Experience January 2012 - May 2012
Job Seeking Employment near Virginia Beach
Industry Financial Services
Experience
Virginia Financial Planning   January 2013 - September 2013
New York Life Insurance Company   January 2012 - May 2012
US Navy  July 1990 - August 2010

Skills
Financial Analysis, Financial Planning, Financial Management, Financial Accounting, Financial Reporting, Microsoft Office, Windows 7, Quickbooks, US Navy, Team Leadership, Cross-functional Team..., Organizational..., Technical Leadership, Parenting, MOM, Strategic Financial..., Analysis, Risk Management, QuickBooks, Managerial Finance, Message Oriented..., Leadership

Education
Bryant & Stratton College Virginia Beach   2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services

Thomas Edison State College   2008 — 2010
Associate of Arts and Sciences (A.A.S.), Air Traffic Controller

Michelle Dawli Michelle Dawli Township Of Washington, New Jersey Details
Michelle Dawli's New York Life Insurance Company Experience September 2005 - October 2006
Job Lead Campus Recruiting Specialist
Industry Management Consulting
Experience
Deloitte  October 2010 - Present
The ExecuSearch Group  October 2006 - October 2010
New York Life Insurance Company   September 2005 - October 2006

Skills
Campus Placement, Recruiting

Education
Towson University   2001 — 2005
Bachelor of Arts (B.A.), Sociology

Jodi Anatole Jodi Anatole Greenwich, Connecticut Details
Jodi Anatole's New York Life Insurance Company Experience September 1983 - April 1989
Job President at Endeavour Consulting LLC
Industry Insurance
Experience
Endeavour Consulting LLC   September 2014 - Present
MetLife  May 1989 - September 2014
New York Life Insurance Company   September 1983 - April 1989

Skills
Life Insurance, Health Insurance, Long-term Care, Underwriting, Sales, Disability Insurance, Benefits Administration, New Business Development, Healthcare, Fixed Annuities, Reinsurance, Insurance, Employee Benefits, Strategic Planning, Team Building, Accident, Business Strategy

Education
New York University - Leonard N. Stern School of Business   1980 — 1982
Master of Business Administration (M.B.A.), Marketing

Tufts University   1976 — 1980
Bachelor's Degree, Economics and Community Health

Joseph Greenman Joseph Greenman Babylon, New York Details
Joseph Greenman's New York Life Insurance Company Experience 2010 - 2010
Job Application Analyst at Catholic Health Services
Industry Financial Services
Experience
Catholic Health Services  May 2012 - Present
New York Life Insurance Company   2010 - 2010

Skills
Business Management, Business Strategy, Marketing Strategy, Financial Planning, Computer Science

Education
Towson University   2006 — 2010
Bachelors of Science, Business Management

Union College   2005 — 2006

Thomas McCaffrey Jr. Thomas McCaffrey Jr. Philadelphia, Pennsylvania Details
Thomas McCaffrey Jr.'s New York Life Insurance Company Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   February 2014 - Present
American Signature Furniture  March 2007 - February 2014
PA Leadership Charter School, Center for Performing and Fine Arts   September 2012 - January 2013

Skills
Teaching, Event Planning, Public Speaking, Customer Service, Social Media, Microsoft Office, Teamwork, Research, Microsoft Word, Microsoft Excel, English, Writing

Education
University of The Arts   2010 — 2012
Master of Teaching in Visual Arts, MAT, Art Teacher Education

Tyler School of Art, Temple   2003 — 2006
Bachelor's of Fine Arts, Ceramics and Sculpture

Bensalem

Bensalem

John Pichon John Pichon Lebanon, New Jersey Details
John Pichon's New York Life Insurance Company Experience February 1978 - Present
Job Corporate Vice President Database Operations at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   February 1978 - Present
The Home Depot  August 2004 - Present

Skills
Oracle, Microsoft SQL Server, IBM DB2, IDMS, Unix, Linux, SAP, COBOL, IBM Assembler, IBM PL1, Windows Server 2008, MS Office Suite, Access, CA ESP, Maestro, JCL, Microsoft Office, DB2, Windows Server, PL/1, Database Design, BAL, Data Warehousing, SDLC, Databases, Integration, Requirements Analysis, SQL, Requirements Gathering, Testing, ETL, Lotus Notes, Enterprise Architecture, Database Administration, Data Modeling, SOA, Visio, Visual Basic, Systems Analysis, Disaster Recovery, Websphere, Business Analysis, Enterprise Software, IT Management, IT Strategy, Mainframe, Solution Architecture, Operating Systems, SharePoint, Business Intelligence

Education
Thomas Edison State College   2001 — 2016
Bachelor of Applied Science (B.A.Sc.), Information Technology

Bergen Community College   1975 — 1977
Associate of Arts and Sciences (A.A.S.), Computer Programming

Rebecca Olszewski-Roemer Rebecca Olszewski-Roemer Baltimore, Maryland Area Details
Rebecca Olszewski-Roemer's New York Life Insurance Company Experience May 2013 - March 2014
Job REALTOR
Industry Real Estate
Experience
Garceau Realty  March 2014 - Present
New York Life Insurance Company   May 2013 - March 2014
Riley & Associates Realtors  October 2012 - November 2013
The Lee Tessier Team ReMax American Dream   January 2012 - November 2012
The Hirschhorn Group at Long & Foster Real Estate   June 2003 - January 2012
Chesapeake Biological Labs  2001 - 2002

Skills
Marketing, Relocation, Negotiation, Real Estate Transactions, Sales, Real Estate Economics, Insurance, Licensed Life Insurance..., Referrals, Investors, Management, Selling, First Time Home Buyers, Real Estate, Residential Homes, Single Family Homes, Condos, Sellers, Investment Properties, Foreclosures, Real Property, Short Sales, Buyer Representation, Listings

Education
Towson University

West Chester University of Pennsylvania

Craig Larson Craig Larson Oklahoma City, Oklahoma Details
Craig Larson's New York Life Insurance Company Experience June 2012 - September 2012
Job Aircraft Pilot Simulator
Industry Defense & Space
Experience
Delaware Resource Group  July 2015 - Present
American Red Cross  May 2013 - March 2014
New York Life Insurance Company   June 2012 - September 2012
United States Air Force  October 2007 - May 2012
United States Air Force  July 2005 - October 2007
United States Air Force  July 2002 - July 2005
United States Air Force  August 2000 - July 2002
US Air Force  May 1999 - August 2000

Skills
Leadership, Management, NATO, Negotiation, Classroom Instructor, Courseware Development, Air Force, DoD, AWACS, Exercises, Missile Defense, C2 Integration, DoD Acquisition, C2, Joint Military..., Security Clearance, Aircraft, Army, Operational Planning, Integration, Program Management, Radar, Defense, Military, Tactics, Training, Command, Intelligence, Command & Control, Instruction, Government, Government Contracting, Military Operations, National Security, Intelligence Analysis, Weapons, Analysis, Military Experience, Electronic Warfare, C4ISR

Education
Troy University
MS, Human Resources Management

US Air Force Academy
BS, Economics

Brian Faulcon Brian Faulcon Baltimore, Maryland Area Details
Brian Faulcon's New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   August 2014 - Present
Mt. Calvary AME Church   April 1989 - August 2014
Secondary Marketing   August 2010 - June 2012
Industrial Bank  April 2001 - August 2010
Residential Real Estate  September 2000 - April 2001
First Home Mortgage Corporation  February 1998 - January 2000

Skills
New Business Development, Management Consulting, Customer Retention, Analytic Thinking, Key Account Management, Insurance, Leadership, 401k Rollovers, Account Management, annuity sales, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-Sell Agreements, Charitable Giving, Communication, Creative Problem Solving, Customer Insight, Customer Satisfaction, Direct Sales, Education Funding, Estate Planning, Gifting Strategies, Grandshild Gifting, IRA Rollovers, Key Person Insurance, Lead Generation, Legacy Planning, Licensed Life Insurance..., Lifetime Income..., Personal Finance, Wealth Preservation..., Events Coordination, Public Speaking, Process Improvement, Banking, Credit, Customer Service, Finance, Microsoft Excel, Training, Budgets, Strategic Planning, Event Coordination, Supplements to Employee..., Investments, Accounting

Education
Towson University   1985 — 1989
BS, Business (Concentration in Finance)

Mohammad Sharaf Elqadri Mohammad Sharaf Elqadri Washington D.C. Metro Area Details
Mohammad Sharaf Elqadri's New York Life Insurance Company Experience 1994 - 2003
Job Agency Owner at Farmers Insurance Group
Industry Insurance
Experience
Farmers Insurance  October 2012 - Present
WEQAYA TAKAFUL INSURANCE CO.   February 2011 - October 2012
Al Sagr Cooperative Insurance Co   April 2010 - February 2011
Saudi Brokers Co. Ltd.   March 2009 - March 2010
Allstate Insurance  July 2003 - August 2007
New York Life Insurance Company   1994 - 2003

Skills
Insurance, General Insurance, Underwriting, Negotiation, Team Building, Team Leadership, Sales Management, Property & Casualty..., New Business Development, Health Insurance, Commercial Insurance, Brokers, Strategic Planning, Risk Management, Accident, Investments, Liability, Customer Service, Claims Management, Legal Liability, Commercial Lines, Financial Analysis, Team Management, Financial Risk, Term Life Insurance, Employee Benefits, Claim, Life Insurance, Pricing, Management, Long-term Care, Business Planning, Professional Liability, Operations Management, Business Analysis, Disability Insurance, Casualty, Analysis, Training, Small Business, Business Development, Enterprise Risk..., Retirement Planning, Universal Life, Pensions, Motorcycle, Fixed Annuities, Sales, Relationship Management, Direct Sales

Education
Tri-State University   1982 — 1985
BSCE, ENGINEERING

Sean Reynolds, PMP Sean Reynolds, PMP Greater New York City Area Details
Sean Reynolds, PMP's New York Life Insurance Company Experience December 2012 - April 2013
Job Integration Program Manager at Pearson plc
Industry Computer Software
Experience
Pearson plc  July 2015 - Present
Ansell  December 2014 - June 2015
Frontera Consulting  August 2014 - November 2014
The Madison Square Garden Company  October 2013 - June 2014
Mythics Inc.  May 2013 - October 2013
New York Life Insurance Company   December 2012 - April 2013
Timex Group USA Inc.  October 2011 - June 2012
CBS Corporation  January 2011 - October 2011
Loyola Marymount University  August 2010 - November 2010
Zensar  April 2007 - July 2010

Skills
Project Planning, Project Implementation, Software Implementation, ERP, Change Management, Consulting, Strategic Planning, Oracle E-Business Suite, Project Management, Program Management, Oracle Manufacturing, Hyperion HFM, Oracle HR, Oracle Applications, Performance Testing, Software Quality..., Software Development..., Software Design, Risk Assessment, Project Estimation, Business Intelligence, Enterprise Architecture, Oracle Discoverer, HRIS, SDLC, Business Process, Business Process..., Business Analysis, Requirements Analysis, Risk Management, Enterprise Software, Solution Architecture, Pre-sales, Supply Chain..., IT Service Management, Human Capital, Business Process..., Oracle, Management, Software Development, Software Project..., IT Strategy, Integration, Requirements Gathering, Data Warehousing, PMP, Vendor Management, SaaS, Resource Management, CRM

Education
Tufts University   2007 — 2011
BS

Johnny Sefue Johnny Sefue Towson, Maryland Details
Johnny Sefue's New York Life Insurance Company Experience March 2014 - Present
Job Sales Agent Intern at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   March 2014 - Present
Towson Bookholders   June 2011 - November 2011
Giant Food  May 2010 - September 2010

Skills
Social Media, Communication Skills, Reliability, Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Leadership, English, Team Leadership, Time Management

Education
Towson University   2009 — 2014
Bachelor's Degree, Business Administration, Management and Human Resource Management

Walt Whitman High School   2007 — 2009
High School

St. Patrick's High School   2005 — 2007
High School

Catherine Petrick Catherine Petrick Washington D.C. Metro Area Details
Catherine Petrick's New York Life Insurance Company Experience May 2014 - May 2015
Job Research Analyst at Independent Project Analysis
Industry Research
Experience
Independent Project Analysis  July 2015 - Present
Towson University  August 2014 - May 2015
New York Life Insurance Company   May 2014 - May 2015
Towson University  October 2013 - August 2014
Radcliffe Creek School  February 2012 - May 2012
Kent County Middle School   September 2011 - December 2011
The University of Southern Mississippi  May 2011 - August 2011
Wake Forest Baptist Health  May 2010 - August 2010

Skills
Research, SPSS, Microsoft Office, Recruiting, Leadership, Outlook, Kurzweil, Student Accommodation..., Psychology, Social Media

Education
Towson University   2013 — 2015
Master of Arts (M.A.), Psychology

Washington College   2008 — 2012
Bachelor of Arts (B.A.), Clinical Psychology

University College Cork   2010 — 2010

Walt Whitman High School   2004 — 2008

Michael Comeau Michael Comeau Washington D.C. Metro Area Details
Michael Comeau's New York Life Insurance Company Experience June 2009 - June 2010
Job Partner at Michael Thomas Custom Clothiers
Industry Apparel & Fashion
Experience
Michael Thomas Custom Clothiers   March 2005 - Present
New York Life Insurance Company   June 2009 - June 2010

Education
Towson University   2002 — 2006
Business, Finance/Marketing

Setareh Rayat Setareh Rayat Washington D.C. Metro Area Details
Setareh Rayat's New York Life Insurance Company Experience September 2015 - Present
Job Associate Administrative Manager
Industry Insurance
Experience
New York Life Insurance Company   September 2015 - Present
New York Life Insurance Company   April 2014 - September 2015
M Hayes  April 2013 - April 2014
M Hayes  May 2012 - April 2013
M Hayes  January 2008 - May 2012
FIRN   July 2010 - June 2011
Baltimore Housing Department   October 2003 - May 2006

Skills
Leadership, Management, Supervisory Skills, Administration, Customer Service, Time Management, Problem Solving, Public Speaking, Healthcare, Training, Research, Insurance, Editing, Troubleshooting, Databases, Software Documentation, Administrative..., Social Networking, Case Management, People Skills, People Development, People Management

Education
University of Maryland - Robert H. Smith School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

Towson University   2006 — 2010
Bachelor of Science (B.S.), Sociology and Anthropology, 3.3

Towson University   2006 — 2010
Bachelor of Science (B.S.), Sociology and Anthropology

Maurice Barrett Maurice Barrett Greater New York City Area Details
Maurice Barrett's New York Life Insurance Company Experience November 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2011 - Present
Olympia Capital Markets Group  2010 - 2010

Education
Trinity College, Dublin
Economics, Honours

Trinity College, Dublin
Economics, Honours

Terrence B. Scott, Sr. Terrence B. Scott, Sr. Birmingham, Alabama Area Details
Terrence B. Scott, Sr.'s New York Life Insurance Company Experience January 2003 - June 2008
Job Professional Networker
Industry International Trade and Development
Experience
TALK FUSION GLOBAL  December 2010 - Present
Innovader Solutions   April 1999 - Present
Insuranti, Inc   December 2009 - November 2010
American General Life Companies  June 2008 - June 2010
New York Life Insurance Company   January 2003 - June 2008
American Speedy Printing Centers   August 1989 - December 2003

Skills
Online Marketing, New Business Development, Estate Planning, Graphics, Video Conferencing, Webinars, Video Email, E-Subscription..., Video Newsletters, Video Sharing

Education
Tuskegee University   1985 — 1989
Bachelor of Science, Accounting

Myrna de Souza Myrna de Souza Sykesville, Maryland Details
Myrna de Souza's New York Life Insurance Company Experience June 2011 - July 2012
Job Technical Support Release Engineer at Monster
Industry Information Technology and Services
Experience
Monster  April 2012 - Present
New York Life Insurance Company   June 2011 - July 2012
Prometric  January 2011 - June 2011
Concentrix  October 2010 - January 2011
New York Life Insurance Company   2011 - 2011
SecureNet Payment Systems  August 2010 - September 2010
McCabe Software (former McCabe & Associates, Inc)   January 2001 - June 2010
McCabe Software, Inc.   September 1999 - December 2000
Osiris Therapeutics  April 1999 - July 1999
Visa International (Priority One)   January 1999 - March 1999

Skills
Windows, Team Leadership, Testing, XP, Java, Business Analysis, Technical Support, Product Support, Help Desk Support

Education
University of Phoenix Online - 2004   2001 — 2004
MBA, Technology Management

Towson University   1996 — 1998
MS, Computer Science

Taubate University   1988 — 1990
BA, Business Administration

Faculdade de Administracao e Informatica   1984 — 1988
Technologist, Data Processing - Business and Computer Science

Ben Altman Ben Altman Austin, Texas Area Details
Ben Altman's New York Life Insurance Company Experience 2010 - 2011
Job Instructional Trainer at Spredfast
Industry Professional Training & Coaching
Experience
Spredfast  November 2013 - Present
The Charfen Institute, LLC   March 2011 - October 2013
New York Life Insurance Company   2010 - 2011
Richardson ISD  2006 - 2010
The Princeton Review  2004 - 2006
Menger and Associates   2003 - 2005

Skills
Training, Coaching, Entrepreneurship, Management, Sales, Performance Management, Small Business, Leadership Development, Public Speaking, Leadership, Team Building, Marketing, Strategic Planning, Executive Coaching, Recruiting, Event Planning, Fundraising, Social Networking, Public Relations, Customer Service, Sports, Management Consulting, Social Media Marketing

Education
Trinity University   2001 — 2006
BA, MAT, Social Studies, Education

Michael Schlueter Michael Schlueter Jacksonville, Florida Area Details
Michael Schlueter's New York Life Insurance Company Experience February 2008 - June 2010
Job President & CEO of K & C Enterprises, LLC
Industry Consumer Services
Experience
K & C Enterprises, LLC   September 2013 - Present
ProVision Corporation   March 2012 - Present
Mass Mutual Financial Group  July 2010 - January 2012
New York Life Insurance Company   February 2008 - June 2010
US Navy  1983 - 2003

Skills
Strategic Planning, Team Building, Leadership, Customer Service, Sales Management, Operations Management, Sales, Small Business, Coaching, Leadership Development, Recruiting, Process Improvement, Business Planning, Business Strategy, Management Consulting, Sales Process, New Business Development, Employee Benefits, Customer Satisfaction, Finance, Management, Marketing, Strategic Financial..., Training, B2B, Entrepreneurship, Strategy, Business Development, Budgets, Contract Negotiation, Team Leadership

Education
Thomas Edison State College
Nuclear Technology & Applied Sciences, Nuclear Technology & Applied Sciences

Shane Morrow, CFP®, CIMA®, CAIA® Shane Morrow, CFP®, CIMA®, CAIA® Austin, Texas Area Details
Shane Morrow, CFP®, CIMA®, CAIA®'s New York Life Insurance Company Experience April 2013 - October 2014
Job Vice President Consultant Relations at Sage Advisory
Industry Investment Management
Experience
Sage Advisory  November 2014 - Present
New York Life Insurance Company   April 2013 - October 2014
Independent Portfolio Consultants  January 2011 - March 2013
Independent Portfolio Consultants  June 2004 - January 2011

Skills
Investment Strategies, Wealth Management, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Series 7, Securities, Portfolio Management, Asset Managment, Equities, Strategic Financial..., Retirement Planning, Finance, Financial Advisory, Consulting, Hedge Funds, Investment Management, Alternative Investments, Bloomberg, Asset Management, Investment Advisory, Financial Modeling, Fixed Income, Series 63, Trading, High Net Worth..., Retirement, Equity Research, FINRA, Estate Planning, Financial Planning, Financial Services

Education
Amherst College   2000 — 2004
BA, Economics

University of Pennsylvania - The Wharton School   2008 — 2008
Certified Investment Management Analyst, Investments and Securities

University College London, U. of London   2003 — 2003
Economics & History

St. Thomas Aquinas HS   1996 — 2000
Dipolma, General Studies

Brian Motz, MBA, AIF, CRPC Brian Motz, MBA, AIF, CRPC Cincinnati, Ohio Details
Brian Motz, MBA, AIF, CRPC's New York Life Insurance Company Experience March 2005 - January 2007
Job Vice President, Retirement Business Development Officer PNC Retirement Solutions
Industry Financial Services
Experience
PNC  September 2014 - Present
Xavier University  February 2014 - Present
Xavier University  January 2013 - Present
Interbrand  July 2011 - September 2014
Anthem Blue Cross & Blue Shield / WellPoint, Inc   March 2009 - July 2011
U.S. Army   January 2002 - January 2010
Lifetime Financial Growth  June 2008 - March 2009
Merrill Lynch  January 2007 - June 2008
New York Life Insurance Company   March 2005 - January 2007

Skills
Retirement Plan..., Qualified Retirement..., Business Development, Series 7, Series 66, Management, Relationship Management, Strategic Financial..., Leadership, Strategy, New Business Development, Finance, Team Leadership, Marketing, Insurance, CRM, Sales, Change Management, Direct Sales, Budgets, Financial Analysis, Training, Project Management, Business, Consulting, Financial Planning, Consultative Selling, Client Prospecting, Closing Business, Selling, Salesforce.com, Account Management, Analysis, Competitive Analysis, Financial Services, Social Networking, Persuasive Communication, Training Leadership, Client-centric, Social Media

Education
Xavier University
MBA, Finance & Marketing

Thomas More College
B.A., Psychology

Keith Fox Keith Fox Ithaca, New York Details
Keith Fox's New York Life Insurance Company Experience March 2013 - January 2015
Job Agent at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2015 - Present
648 Hudson st LLC   March 2013 - Present
1704 Danby rd   June 2009 - Present
New York Life Insurance Company   March 2013 - January 2015

Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Whole Life, IRAs, Leadership, Customer Service, Insurance, Long-term Care, Sales

Education
Tompkins Cortland Community College   2010 — 2011
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Joshua M. Campbell Joshua M. Campbell Montgomery, Alabama Details
Joshua M. Campbell's New York Life Insurance Company Experience Personal BankerWells FargoApril 2012 - December 2012
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   Personal BankerWells FargoApril 2012 - December 2012
UPS  May 2010 - October 2011
UPS  April 2009 - May 2010
UPS  June 2004 - April 2009
New England Financial  January 2003 - July 2004

Skills
Retirement Planning, Finance, Wealth Management, Financial Services, Training, Financial Analysis, Entrepreneurship, Mutual Funds, Strategic Financial..., Investments

Education
Troy University   1997 — 2002
Business Administration, General Business and Finance

Sidney Lanier High School

J.D. Bonham J.D. Bonham Rochester, New York Area Details
J.D. Bonham's New York Life Insurance Company Experience January 2015 - Present
Job New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2015 - Present
AAA Members Insurance Agency   April 2007 - December 2012

Skills
Life Insurance, Universal Life, Permanent Life Insurance, Underwriting, Term Life Insurance, Sales Management, Licensed Life Insurance..., Marine Insurance, Insurance, Whole Life, Property & Casualty..., Customer Service, Health Insurance, Disability Insurance, Retirement, Commercial Insurance, Fixed Annuities, Long-term Care, Long Term Care Insurance, Brokers, Legal Liability, Retirement Planning, Employee Benefits, 401k, Workers Compensation, Professional Liability, Estate Planning, Key Person Insurance, Small Business, Critical Illness, Licensed Life & Health..., Accident, Group Insurance, Individual Health..., Indexed Annuities, Accident Insurance, Final Expense Planning, Homeowners, Health Savings Accounts, Guaranteed Lifetime..., Buy-sell Agreements, Vision Insurance, Equity Indexed Annuities, Variable Life, Roth IRA, Key Person Protection, Annuity Sales, Supplemental Health, Life & Health Insurance..., Voluntary Employee...

Education
Tuskegee University
Psychology

Michael Brubaker Michael Brubaker Brooklyn, New York Details
Michael Brubaker's New York Life Insurance Company Experience June 2010 - August 2010
Job Research Executive at BrainJuicer
Industry Marketing and Advertising
Experience
BrainJuicer  January 2015 - Present
BrainJuicer  January 2014 - January 2015
BrainJuicer  October 2013 - December 2013
Nowtalk   August 2013 - October 2013
Zehnder Communications  October 2012 - July 2013
Nadeau - Furniture with a Soul  July 2012 - October 2012
New York Life Insurance Company   June 2010 - August 2010
New York Life Insurance Company   June 2009 - August 2009

Skills
Social Media Marketing, Sales, Marketing Strategy, Social Media Measurement, Public Relations, Marketing, Advertising, Market Research, Social Media, Social Listening, Training, Research

Education
Tulane University - A.B. Freeman School of Business   2007 — 2011
Bachelors of Science in Management, Marketing; Minor, Legal Studies in Business

Shannon Ryan Shannon Ryan San Francisco, California Details
Shannon Ryan's New York Life Insurance Company Experience 2011 - 2011
Job Analyst, Principal Investing Group at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  2012 - Present
Goldman Sachs  May 2012 - August 2012
New York Life Insurance Company   2011 - 2011

Education
Tulane University - A.B. Freeman School of Business   2009 — 2013
Bachelor of Science in Management, Finance, General

Lee Scoville Lee Scoville Saint Charles, Illinois Details
Lee Scoville's New York Life Insurance Company Experience 1995 - 2000
Job Director of Marketing / National Account Manager Milk Specialties Consumer Products
Industry Consumer Goods
Experience
Milk Specialties Global  November 2004 - Present
Marketing Concepts & Sales, Inc   January 2000 - November 2004
Vo-Toys, Inc   January 1996 - January 2000
New York Life Insurance Company   1995 - 2000
Northshore Canine Supply   1994 - 1996
Vo-Toys, Inc   1987 - 1993
Noah's Ark Pet Centers, INC   1978 - 1987

Skills
Consumer Products, P&L Management, Merchandising, Marketing Strategy, Strategic Planning, Account Management, Pricing, Retail, Marketing, Management, Market Research, Sales, Product Development, E-commerce, Manufacturing, Sales Operations, Negotiation, Sales Management, Selling, Budgets, Purchasing, Food, Start-ups, Direct Sales, Forecasting, Key Account Development, Marketing Management, Key Account Management, Cross-functional Team...

Education
Triton-College   1976 — 1979
Business management and marketing

New York Life University   1995 — 1996
US Security Exchange Commission, gained licenses Series 6 and 63, Variable Insurance Contracts

Kelly Mee Kelly Mee Baltimore, Maryland Area Details
Kelly Mee's New York Life Insurance Company Experience October 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   October 2013 - Present
Cairnes Tapley Insurance Agency   September 2013 - Present
Redmer Insurance Group, LLC   July 2011 - May 2013
Maury Donnelly & Parr Inc  February 2009 - July 2011
Rural Metro Ambulance  1998 - 2001

Skills
Workers Compensation, Property & Casualty..., Commercial Lines, Insurance, Underwriting, Life Insurance, Liability, Professional Liability, D&O, Commercial Insurance, Casualty, Umbrella Insurance, Health Insurance, Employment Practices..., Inland Marine, Brokers, Customer Service, Claim, General Insurance, Employee Benefits, Disability Insurance, Long-term Care, Small Business, Insurance Brokerage, Reinsurance, Directors & Officers..., Casualty Insurance

Education
Towson University   1988 — 1994
BA, Business Administration

Isaac Alon Isaac Alon Greater New York City Area Details
Isaac Alon's New York Life Insurance Company Experience 1994 - 1994
Job Owner, Alon Risk Management, Corp.
Industry Insurance
Experience
Alon Risk Management, Corp.   September 1998 - Present
Dollar Brokers   1997 - 2001
Capalon Insurance Brokerage Corp.   July 1989 - August 1998
New York Life Insurance Company   1994 - 1994

Skills
Insurance, Underwriting, Claims, Risk, Accounts Receivable, Health Insurance, Term Life Insurance, Customer Relations, Negotiation, Casualty, Liability, Risk Management, Policy, Home, Customer Service, Risk Analysis, Professional Liability, Legal Liability, Workers Compensation, Property & Casualty..., Claim, Commercial Insurance, Umbrella Insurance, Brokers, Financial Risk, General Insurance

Education
Touro College   1990 — 1993
BA, Business

University of Wisconsin-Milwaukee - School of Business Administration   1988 — 1989
BA, Finance

WITS   1988 — 1989
Took Some College & Rabbinical Classes, Post High school Rabbinical Classes Program

Torah Academy Of New Haven, CT.   1984 — 1988
High school diploma

Karen Ansaldi Karen Ansaldi Hartford, Connecticut Area Details
Karen Ansaldi's New York Life Insurance Company Experience March 1988 - February 1989
Job Manager, Technical Publications for Otis Elevator
Industry Machinery
Experience
Otis Elevator  April 1996 - Present
Otis Elevator  January 2013 - December 2013
Otis Elevator  January 2011 - December 2012
Eastbridge Consulting Group   September 1993 - March 1996
Computer Systems Research   June 1989 - June 1993
New York Life Insurance Company   March 1988 - February 1989

Skills
Technical Writing, Software Documentation, Project Management, Process Improvement, Adobe Creative Suite, Microsoft Office, Management, Training, Technical Documentation, Editing, Research, Staff Management, Instructional Design, Technical Training, Customer Satisfaction, E-Learning, Hands-on Training, Information Design, Marketing Communications, Document Design, Software Training, Online Training, Online Communications, Video Scripts

Education
The Pennyslvania State University - World Campus   2004 — 2008
M.Ed., Adult Education

Trinity College-Hartford   1981 — 1985
B.A., English

Joi Ingersol Joi Ingersol Greater Chicago Area Details
Joi Ingersol's New York Life Insurance Company Experience March 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   March 2009 - Present
Senior Solutions  February 2009 - June 2009
M.A. Mortenson   August 2006 - April 2007
Mark 1 Restoration Company   April 2005 - August 2006
Manpower-Temp Agency  April 2005 - August 2006
D.G. Systems   April 2005 - August 2006
2005 Hair Professionals Career College   September 2003 - March 2005
Loyola University Medical Center  August 2001 - March 2002
Starcom Worldwide  September 2000 - August 2001
Ameritech/SBC  October 1999 - September 2000

Education
Kaplan University Online   2008 — 2011
Bachelors, Business Management

Proviso East High School
High School or

Hair Professionals Career College

Kaplan University
Bachelors of Science, Business Management/Finance

Triton-College

Brenna Skeen Brenna Skeen Columbus, Georgia Area Details
Brenna Skeen's New York Life Insurance Company Experience January 2001 - June 2005
Job Compliance Analyst
Industry Insurance
Experience
Aflac  September 2005 - May 2015
New York Life Insurance Company   January 2001 - June 2005

Skills
Insurance, Compliance, Health Insurance, Disability Insurance, Life Insurance, Claim, Term Life Insurance, Property & Casualty..., Medicare, Long-term Care, Training, Universal Life, Whole Life, Risk Management, Microsoft Office, Cafeteria Plans, Customer Service, Employee Benefits, Access, Accident

Education
Troy University   2003 — 2005
Master of Science, Criminal Justice

Troy University   1999 — 2005
Bachelor of Arts, Psychology

Laura Marshall-Powers Laura Marshall-Powers Greenville, South Carolina Area Details
Laura Marshall-Powers's New York Life Insurance Company Experience August 2003 - Present
Job Financial Planner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   August 2003 - Present
NYL Insurance   2007 - 2011
Morgan Stanley  February 1993 - September 2003

Skills
Retirement Planning, Financial Planning, Wealth Management, Retirement, Insurance Planning, Investment Advisory, Retirement Income..., Strategic Financial..., Fixed Annuities, Financial Planners, IRAs, Life Insurance, Long Term Care Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Whole Life, Disability Insurance, Long-term Care, Asset Management, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, Series 7, Series 65, Buy-sell Agreements, Securities, Investments, FINRA, Retirement Plan..., Pensions, Wealth Preservation..., Series 6, Insurance, College Savings Plans, Qualified Retirement..., 401k, Health Insurance, 529 Plans, Variable Annuities, Universal Life, Series 63, Personal Financial...

Education
Trinity Christian College   1982 — 1986
Accounting

Malcolm Konner Malcolm Konner Greater New York City Area Details
Malcolm Konner's New York Life Insurance Company Experience June 2011 - October 2011
Job Assistant Traffic Coordinator
Industry Marketing and Advertising
Experience
McCann Erickson  December 2014 - Present
McCann Erickson  June 2014 - December 2014
Proviser Protect LLC   June 2013 - May 2014
The Interfraternity Council of Towson University   December 2010 - December 2011
New York Life Insurance Company   June 2011 - October 2011
Pi Lambda Phi Fraternity: MD Pi Phi Chapter   December 2009 - December 2010

Education
Towson University   2008 — 2013
Bachelor of Science (BS)

Towson University

Reginald D. Davis Reginald D. Davis Mobile, Alabama Area Details
Reginald D. Davis's New York Life Insurance Company Experience February 2014 - Present
Job Logistics Coordinator
Industry Logistics and Supply Chain
Experience
BASF  December 2014 - Present
New York Life Insurance Company   February 2014 - Present
Wayland Baptist University  September 2012 - August 2015
US Army  July 2011 - September 2013
US Army  May 2008 - July 2011
US Army  September 2002 - May 2008
United States Army  March 2000 - September 2002

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

Education
Wayland Baptist University   2012 — 2015
Master of Business Administration (MBA), 3.6

Troy State University   2006 — 2008
Bachelor's degree, Criminal Justice and Corrections

Lindsey Laraia Lindsey Laraia Easton, Pennsylvania Details
Lindsey Laraia's New York Life Insurance Company Experience May 2011 - August 2011
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  2013 - Present
Stoy, Malone & Company, P.C   February 2012 - April 2012
New York Life Insurance Company   May 2011 - August 2011

Education
Towson University   2008 — 2012
Bachelor of Science, Accounting; Business, Communications, and the Liberal Arts Minor

Sameer Ebrahim Sameer Ebrahim San Antonio, Texas Area Details
Sameer Ebrahim's New York Life Insurance Company Experience April 2012 - February 2013
Job Auto Wholesale/ Buyer at Atlas Auto Group
Industry Automotive
Experience
Atlas Auto Group   August 2013 - Present
Farmers Insurance  March 2013 - June 2013
New York Life Insurance Company   April 2012 - February 2013
New York Life Insurance Company   April 2011 - June 2012
D&M Auto Leasing   July 2010 - April 2011

Skills
Entrepreneurship, Strategic Financial..., Automotive, Sales Management, Sales, Leases, Negotiation, Time Management, Computers, Windows, Mac, Automotive Repair, Public Seminars, General Securities..., Licensed Life Insurance..., Client Confidentiality, Relationship Marketing, Networking, Social Networking, Financial Analysis, Account Management, Management, Banking, Life Insurance

Education
The University of Texas at San Antonio   2005 — 2009
Management, Entrepreneurship/small business

Allison Lange, CPA Allison Lange, CPA New York, New York Details
Allison Lange, CPA's New York Life Insurance Company Experience May 2010 - January 2011
Job Senior Accountant at PwC Australia
Industry Accounting
Experience
PwC Australia  June 2015 - Present
PwC  July 2014 - Present
PwC  January 2012 - June 2014
PwC  June 2011 - August 2011
Tulane University  January 2011 - May 2011
New York Life Insurance Company   May 2010 - January 2011
GoldenTree Asset Management  June 2009 - August 2009

Skills
Mutual Funds, Investments, Financial Analysis, Bloomberg, Microsoft Excel, Financial Modeling, Accounting

Education
Tulane University - A.B. Freeman School of Business   2007 — 2011
BSM/MACCT, Finance, Master of Accounting, Cum Laude

Glen Rock High School
High School

Wilton Kelly Coon Wilton Kelly Coon Houston, Texas Area Details
Wilton Kelly Coon's New York Life Insurance Company Experience June 2008 - March 2009
Job Retail Associate at Bed Bath Beyond
Industry Retail
Experience
Retail Associate   October 2014 - Present
seeking new opportunities Permanent Hire - Contract to Hire   October 2012 - Present
ProMark Research   September 2014 - November 2014
Mount Pleasant Independent School District   January 2014 - May 2014
Hailan - Dell Services   August 2012 - October 2012
Titus County Elections Administration– Mount Pleasant, Texas2009 - 2012   January 2006 - May 2012
Good Shepherd Medical Center  2010 - 2011
New York Life Insurance Company   June 2008 - March 2009
Keller Williams Elite Park Cities Real Estate   April 2007 - July 2007
City National Bank  August 2005 - October 2005

Skills
Computer Hardware, New Business Development, Social Promotion, Executive Management, People Skills, Big Picture Thinking, Action Oriented, Analytical Approach, Supervisory Skills, Intercultural Skills, Phone Etiquette, Listening Skills, Sales Organizations, Effective Meetings, Team Orientation, Written Presentations, Business Continuity, Disaster Recovery, Contingency Planning, Business Resilience, Analytical Skills, Strategic Planning, Sales, Data Center, PMO, ITIL, Integration, Cloud Computing, Servers, Project Management, Consulting, Business Continuity..., Vendor Management, Storage, Strategy, IT Strategy, IT Operations, IT Management, IT Outsourcing, IT Service Management, Security, Incident Management, Infrastructure, Enterprise Architecture

Education
Tyler Junior College   1986 — 1987
Applied Science, Computer Science

Tyler Junior College   1983 — 1985
AA in Arts, Management

Gavin Lynn CFP® Gavin Lynn CFP® Greater Boston Area Details
Gavin Lynn CFP®'s New York Life Insurance Company Experience December 2011 - November 2012
Job Investment Advisory Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial  November 2012 - Present
New York Life Insurance Company   December 2011 - November 2012
Merrill Lynch  January 2009 - January 2012
Bank of America (name change to Merrill Lynch)   September 2007 - January 2009
Bank of America  October 2004 - September 2007
Quick and Reilly Inc.   March 2001 - April 2004
Suretrade Inc. (acquired by Quick & Reilly Inc.)   June 1999 - March 2001

Education
Trinity College, Dublin   2001 — 2001
M.A., Natural Sciences

Trinity College, Dublin   1991 — 1995
B.Sc., Natural Sciences

Tracy Hatchell Tracy Hatchell Charleston, South Carolina Area Details
Tracy Hatchell's New York Life Insurance Company Experience October 2001 - October 2003
Job Highly Experienced Realtor
Industry Real Estate
Experience
Keller Williams Real Estate  March 2015 - Present
Carolina One Real Estate  October 2011 - May 2013
AgentOwned Realty  October 2002 - October 2011
Charleston County Board of Zoning and Appeals   February 2006 - December 2009
Charleston County Planning Commission   2001 - 2005
New York Life Insurance Company   October 2001 - October 2003
Aflac  September 1997 - October 2001
Stay at Home Mom  October 1994 - September 1996
Blue Light Detective Agency   June 1991 - December 1994
Naval Supply Center   September 1984 - November 1993

Skills
Mortgage Lending, Relocation, Investments, Sales, Foreclosures, Real Estate, Sellers, Buyer Representation, Selling, Short Sales, Real Estate Transactions, First Time Home Buyers, Commercial Real Estate, Negotiation, Condos, Luxury, Investment Properties, New Home Sales, Buyers, Single Family Homes, Residential Homes, Brokerage, Listings, Referrals, ABR, Investors, REO

Education
Trident Technical College   1984 — 1996
Business Administration, Management and Operations

Goose Creek High School   1980 — 1984
diploma, Business Administration, Management and Operations

Hanahan High School   1981 — 1981
diploma

James Timmons James Timmons Austin, Texas Area Details
James Timmons's New York Life Insurance Company Experience September 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy.
Industry Hospitality
Experience
New York Life Insurance Company   September 2015 - Present
Hospitality Parking  November 2014 - August 2015
Towne Park  September 2009 - November 2014

Skills
Hospitality, Customer Service, Account Management, Sales, Hotels, Hospitality Management, Customer Satisfaction, Revenue Analysis, Event Management, Event Planning, Marketing, Team Leadership, Team Building, Forecasting, Time Management, Inventory Management, Teamwork, Social Networking, Operations Management, Coaching, Hospitality Industry, Social Media Marketing, Hotel Management, Leadership Development, Recruiting, Training, Payroll, Hiring, Employee Training, Management, Leadership, Public Relations, Budgeting

Education
The University of Texas at San Antonio   2004 — 2008
B.S., Health

Hamshire-Fannett HS   1999 — 2002

Crystal (Flores) Crouch Crystal (Flores) Crouch Austin, Texas Details
Crystal (Flores) Crouch's New York Life Insurance Company Experience December 2012 - Present
Job Sr. Marketing & Recruiting Manager Cultural Markets
Industry Financial Services
Experience
Hispanic Women's Network of Texas  January 2015 - Present
New York Life Insurance Company   December 2012 - Present
National Society of Hispanic MBAs (NSHMBA)   October 2014 - Present
ALPFA, Inc. — Empowering Latino Leaders   August 2014 - Present
National Society of Hispanic MBAs (NSHMBA)   January 2014 - October 2014
ALPFA, Inc. — Empowering Latino Leaders   February 2013 - August 2014
BBVA Compass  September 2011 - December 2012
Leo Burnett  February 2011 - September 2011
Verizon  June 2010 - February 2011
Kraft Foods  June 2009 - June 2010

Education
The University of Texas-Pan American
Master of Business Administration (M.B.A.)

Universität Lüneburg

The University of Texas-Pan American
Bachelor of Business Administration

Rachel Sia Rachel Sia Corona, California Details
Rachel Sia's New York Life Insurance Company Experience December 2012 - April 2013
Job Regulatory Affairs/Cosmetic Chemist at FMK Labs
Industry Hospital & Health Care
Experience
FMK Labs   May 2013 - Present
New York Life Insurance Company   December 2012 - April 2013
COPE Health Solutions  October 2010 - October 2012

Skills
Microsoft Word, Long-term Care, Hospitals, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Event Planning, Leadership, Marketing, Marketing Strategy, Research, Social Media, Strategic Planning

Education
UC Riverside   2008 — 2012
Bachelor of Science (B.S.), Biology

UC Irvine, Extension
Regulatory Affairs Management

Matt Rubin Matt Rubin New Orleans, Louisiana Details
Matt Rubin's New York Life Insurance Company Experience May 2013 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2013 - Present
Teach For America  June 2011 - April 2013
Bloomberg LP  June 2010 - July 2010

Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Spanish, Access, Community Outreach, Financial Analysis, Nonprofits

Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science (BS)

Bob Morehouse Bob Morehouse Richmond, Virginia Area Details
Bob Morehouse's New York Life Insurance Company Experience October 1996 - March 1997
Job Physical Security Manager with Admiral Security Services at WestRock
Industry Security and Investigations
Experience
Admiral Security Services  September 2010 - Present
Hampton Roads Security   March 2009 - August 2010
Old Dominion Security Company  September 2007 - March 2009
Top Guard Security Inc  July 2005 - July 2007
Security Forces Inc.  March 1998 - July 2005
K & B Delivery   January 1997 - March 1998
New York Life Insurance Company   October 1996 - March 1997
Clark Oil and Refinary   June 1995 - October 1996
US Navy  October 1974 - May 1995

Skills
Contract Security..., Physical Security, Security, Training, Surveillance, Security Operations, Security Management, Private Investigations, Security Training, Corporate Security, CCTV, Leadership, Microsoft Excel, Loss Prevention, Project Management, Client Relations, Operations Management, Access Control, Emergency Management, Crisis Management

Education
Tidewater Community College   1992 — 1994
Accounting, 4.0

U.S. Navy   1975 — 1992
Attended multiple training courses in various areas

Elyria High School   1971 — 1974
High School, Vocational Electronics

Michelle Garamella Michelle Garamella Greater Philadelphia Area Details
Michelle Garamella's New York Life Insurance Company Experience July 2013 - January 2015
Job Financial Services / Retail
Industry Financial Services
Experience
TAI  September 2002 - May 2015
New York Life Insurance Company   July 2013 - January 2015
Mary Kay Inc.  2004 - 2013
Macy's  November 2002 - July 2010
YMCA and local area pools   July 2000 - September 2003

Skills
Customer Service, Marketing, Retail, Sales, Microsoft Office, Leadership, Team Building, Inventory Management, Merchandising, Microsoft Word, Small Business, Time Management, Management, Staff Development, Public Speaking, Training

Education
Kaplan University   2009 — 2011
MSM, Business and Management / Change Leadership

Thomas Edison State College   1997 — 2003
BSBA, Business Administration / Marketing

Yam Adhikari,CLF® Yam Adhikari,CLF® Greater New York City Area Details
Yam Adhikari,CLF®'s New York Life Insurance Company Experience May 2011 - Present
Job Partner & Recruiter at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2011 - Present
MetLife  April 2008 - April 2011
Health First  September 2007 - March 2008
WellCare  March 2007 - August 2007

Skills
Insurance, Recruiting, Business Planning, Business Relationship..., Health Insurance, Leadership, Finance, Training, Financial Services, Securities, Retirement Planning, Investments, Life Insurance, Financial Risk, Long-term Care, Wealth Management, IRAs, Small Business, Credit

Education
Tribhuvan Vishwavidalaya

Ryan Perrino Ryan Perrino Greater New York City Area Details
Ryan Perrino's New York Life Insurance Company Experience February 2010 - June 2014
Job Advisor Teaming Consultant at MetLife
Industry Financial Services
Experience
MetLife  July 2014 - Present
New York Life Insurance Company   February 2010 - June 2014
Guardian Life Insurance  March 2009 - May 2009
Starwood Hotels & Resorts  August 2007 - April 2008
Booz Allen Hamilton  October 2006 - May 2007
Pierce Mattie Public Relations  2004 - 2006

Skills
Public Relations, Marketing Communications, Press Releases, Copywriting, Corporate Communications, Advertising, Strategic Communications, Event Management, Marketing, Newsletters, Editing, Public Speaking, Strategic Planning, Internal Communications, Strategy, Leadership

Education
Towson University   2001 — 2004
Bachelors of Science, Mass Communications- Public Relations

Anthony Duong Anthony Duong Greater Los Angeles Area Details
Anthony Duong's New York Life Insurance Company Experience January 2011 - June 2012
Job Financial Operations Analyst
Industry Insurance
Experience
Anthem, Inc.   August 2015 - Present
Bio-Rad Laboratories  September 2014 - December 2014
Profit Recovery Partners  October 2013 - May 2014
ING U.S.   June 2012 - May 2014
MassMutual Financial Group  June 2012 - July 2013
New York Life Insurance Company   January 2011 - June 2012
S'Loriea, Inc.   May 2006 - June 2007

Skills
Finance, Microsoft Excel, Leadership, Management, Analysis, Project Management, Strategic Planning, Data Analysis, Research, Financial Accounting, Financial Analysis, Strategic Sourcing, Continuous Improvement, Inventory Management, Process Improvement, Procurement

Education
UCLA Extension   2015 — 2016
Finance Certificate

University of California, Irvine   2007 — 2010
Bachelor of Arts (B.A.), Business Economics

Kenneth Terrell Kenneth Terrell Tyler, Texas Details
Kenneth Terrell's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Comany
Industry Insurance
Experience
New York Life Insurance Company   January 2015 - Present
Farmers Insurance  July 2011 - June 2012

Skills
Perosnal Finance, Life Insurance..., Customer Satisfaction, Customer Relations, Risk Management, Business Insurance...

Education
Tyler Junior College   2003 — 2006
Assoicate in Applied Science, Personal Computer Service&Support

Malik Jones Malik Jones Greater Los Angeles Area Details
Malik Jones's New York Life Insurance Company Experience April 2015 - Present
Job New York Life Financial Service Professional
Industry Financial Services
Experience
New York Life Insurance Company   April 2015 - Present
Pathways In Education  June 2014 - April 2015
Walt Disney World  June 2013 - June 2014

Skills
Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Public Speaking, Leadership, Mutual Funds, Motivational Speaking, Customer Services, Team Building, Investments, Marketing, Sales

Education
Tuskegee University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Greg Keochakian Greg Keochakian Amherst, Massachusetts Details
Greg Keochakian's New York Life Insurance Company Experience February 2015 - Present
Job Registered Representative focused on enhancing retirement options.
Industry Hospital & Health Care
Experience
New York Life Insurance Company   February 2015 - Present
Leonard Florence Center for Living   November 2012 - July 2014
Masonic Health Systems  2012 - 2012
Hospice of the Fisher Home   2005 - 2011

Skills
Strategic Planning, Long Term Care Insurance, Business Analysis, Life Insurance, Healthcare, Healthcare Management, Project Management, Healthcare Information..., Change Management, Public Speaking, Process Improvement, Hospitals, Microsoft Office, Program Management, Leadership, Financial Planning, Retirement, Nonprofits, Community Outreach, Program Development, Customer Service, Team Building

Education
Trinity College-Hartford   1983 — 1987
Political Science, Russian & Soviet Studies

Amherst Regional Hich School   1978 — 1981

Tinity College
Bachelor of Arts (B.A.), Political Science and Government

University of Massachusetts, Amherst
Master's degree, Business Administration and Management, General

Ana Liza Sauceda Ana Liza Sauceda Edinburg, Texas Details
Ana Liza Sauceda's New York Life Insurance Company Experience October 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   October 2014 - Present

Skills
Life Insurance, Marketing, Business Development, 401k Rollovers, Account Management, Annuity Sales, Education Funding, Creative Problem Solving, Retirement Planning, Whole Life Insurance

Education
The University of Texas-Pan American   2001 — 2005
Bachelor's Degree, Advertising, Marketing, Public Relations

Michelle Holloway Michelle Holloway Norfolk, Virginia Area Details
Michelle Holloway's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life, ready to help you plan for your financial future
Industry Insurance
Experience
New York Life Insurance Company   May 2015 - Present
New York Life Insurance Company   May 2015 - Present
Hampton Inn Norfolk Naval Base   August 2014 - December 2014
Sitel  January 2013 - May 2014
Yellowbook  February 2011 - August 2011
The Talking Phone Book  January 2008 - August 2008
Daily Press  November 2006 - October 2007
San Angelo Standard-Times  March 2004 - December 2004
News & Review  September 1998 - October 2000
Self Employed Freelance Writer  January 1998 - 2000

Skills
Outside Sales, Inside Sales, Public Speaking, Sales Skills Training, Sales Coach, Training & Development, Trade Shows, Customer Relations, Customer Service, Customer Service..., Innovative Thinking, Team Leadership, Contact Management, General Administration, Clerical Skills, Microsoft Office, Mac, Data Entry, Proposal Writing, Speech Writing, Creative Writing, Feature Writing, Journalism, Public Relations, Teaching, Singing, Acting, Dance, Performing Arts, Sales, Online Advertising, Copywriting, Advertising Sales, Advertising, Selling, Social Media, Marketing, Account Management, Social Media Marketing, Marketing Strategy, Social Networking

Education
Tulane University   1990 — 1994
BA, International Relations

Deone Mears Deone Mears Johnson City, Tennessee Area Details
Deone Mears's New York Life Insurance Company Experience January 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   January 2014 - Present
Mears and Associates   2006 - 2013
Kingsport City Schools  2005 - 2010
North East Independent School District  2002 - 2005
United Chiropractic Clinic   1989 - 1997
Deseret Book  1979 - 1982

Skills
Customer Service, Budgets, Teaching, Accounts Payable, Coaching, Leadership, Sales, Editing, Nonprofits, Management, Team Leadership, Licensed Life Insurance..., Small Business, Term Life Insurance, Asset Protection, Whole Life Insurance

Education
The University of Texas at San Antonio   1995 — 2000
Bachelor of Arts (B.A.), Criminal Justice / Legal Studies / Spanish, 3.8

Christopher Bartels Christopher Bartels Staten Island, New York Details
Christopher Bartels's New York Life Insurance Company Experience September 2015 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company   September 2015 - Present
InstaCare EMS   July 2015 - Present
Centerra Group  January 2013 - May 2015
Dent Wizard International  September 2011 - April 2012
U.S. Air Force   October 2010 - December 2011
United States Air Force  October 2009 - October 2010
United States Air Force  1999 - 2010
United States Air Force  July 2007 - October 2009
United States Air Force  2004 - 2006
United States Air Force  2000 - 2005

Skills
DoD, Security Clearance, Military, Air Force, Information Assurance, Program Management, Aerospace, Defense, Military Operations, Security, Troubleshooting, Process Improvement, Military Experience, Aviation, Aircraft, Leadership, Government, Management, Human Resources, Team Building

Education
Touro College   2015 — 2017
Master’s Degree, I-O Psychology

University of Phoenix   2013 — 2015
Bachelor’s Degree, Finance, 3.69

Nicole C. Brooks Nicole C. Brooks White Plains, New York Details
Nicole C. Brooks's New York Life Insurance Company Experience July 2014 - August 2014
Job StudentAthlete, Features Editor at The Tufts Daily, Social Media/Blogger Intern at Tufts Career Center
Industry
Experience
Tufts University  September 2012 - Present
The Tufts Daily  September 2015 - Present
Tufts University  August 2014 - Present
Tufts Student Athlete Advisory Committee (SAAC)   April 2013 - Present
SapientNitro  June 2015 - August 2015
The Tufts Daily  December 2014 - May 2015
The Tufts Daily  October 2013 - May 2015
New York Life Insurance Company   July 2014 - August 2014
Town of Greenburgh, NY  June 2012 - August 2013
dELiA*s  September 2011 - January 2012

Skills
Social Media, Community Outreach, Public Speaking, Microsoft Office, Spanish, Editing, Research, Microsoft Excel, Fundraising, Event Planning, Blogging, Writing, Leadership, PowerPoint, Microsoft Word, Communication, Facebook, Teamwork, Publications, Journalism, Nonprofits, Marketing, Customer Service, Digital Media, Teaching, Cpr Certified, Emergency Management, News Writing, Social Networking, Sports, Social Media Marketing, Newspapers, English, Time Management, WordPress, Management, Twitter, Marketing Communications, Video, Presentations, Advertising, Community Engagement, Integrated Marketing, Google Analytics, Strategy, Data Analysis

Education
Tufts University   2012 — 2016
Bachelor of Arts (BA), History, Communication and Media Studies, Class of 2016

Woodlands High School   2008 — 2012
New York High Honors Regents Diploma, 3.7

Kimberly Kristoff Kimberly Kristoff Cleveland/Akron, Ohio Area Details
Kimberly Kristoff's New York Life Insurance Company Experience June 2014 - Present
Job Customer Service Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   June 2014 - Present
S&P Data, llc   May 2010 - June 2014
Lifeline Screening  August 2013 - April 2014

Skills
Customer Service, Data Entry, Account Management, Written Communication, FLMI CERT, Oral Communication, Microsoft Office, Consultative Selling, Selling, PowerPoint, B2B, Direct Sales, Cold Calling

Education
Tiffin University   2014 — 2017
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 4.0

Tiffin University   2012 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 4.0

Gene Coney Gene Coney Glenside, Pennsylvania Details
Gene Coney's New York Life Insurance Company Experience January 2014 - Present
Job Agent with New York Life helping families, business owners and retirees develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company   January 2014 - Present
Farmers Insurance  July 2003 - July 2013
Penn Mutual  July 1999 - July 2003
Zurich North America  1991 - 1999
AIG  1988 - 1991
The Argonaut Insurance Company   1978 - 1988

Skills
Account Management, Licensed Life and..., Business and Insurance..., Business Networking, Customer Retention, Service Delivery, Retirement Planning

Education
Trinity College-Hartford   1969 — 1973
Bachelor's Degree, Economics

Natalie Morales Natalie Morales San Antonio, Texas Area Details
Natalie Morales's New York Life Insurance Company Experience September 2013 - November 2014
Job Product Specialist
Industry Consumer Services
Experience
Cavender Toyota Inc   December 2014 - Present
New York Life Insurance Company   September 2013 - November 2014
Independent Mary Kay Beauty Consultant  February 2011 - August 2013
Barden Circulation, Inc.   August 2011 - January 2012
Texas Wings  August 2002 - September 2007

Skills
Management, Customer Service, Training, Event Planning, Sales, Time Management, Data Entry, Inventory Management, Outlook, Teamwork, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Social Networking, Event Management, Recruiting, Retail, Spanish, Interviews, Microsoft Word, Life Insurance, Long Term Care Insurance, Financial Planning, Retirement Planning, Sales Process, College Education...

Education
The University of Texas at San Antonio   2008 — 2010
Bachelor of Business Administration, Management

The University of Texas at San Antonio   2008 — 2010
Bachelor of Business Administration, Management

Northwest Vista College   2005 — 2008
Associate of Arts, Business Administration

Sandra Navarro Sandra Navarro San Antonio, Texas Area Details
Sandra Navarro's New York Life Insurance Company Experience July 2015 - Present
Job Passionate New York Life Agent helping individuals and businesses organize their financial and insurance needs
Industry Insurance
Experience
New York Life Insurance Company   July 2015 - Present
Lone Star National Bank  August 2013 - July 2015
Ozona National Bank - Loan Production Office   June 2011 - August 2013
First Community Bank N A  September 2006 - April 2011
Compass Bank  October 1997 - September 2006

Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Underwriting, Retail Banking, Risk Management, Real Estate, Customer Service, Microsoft Excel, Strategic Planning, Lines Of Credit, Real Estate Financing, Financial Services, Consumer Lending, Mortgage Banking, Construction Loans, Loan Origination, Commercial Real Estate, Refinance, Asset Based Lending, Credit Risk, SBA, Commercial Mortgages, SBA 504, Investment Properties, Community Banking, Real Estate Transactions

Education
The University of Texas at San Antonio   1988 — 1994
BBA

Incarnate Word High School   1984 — 1988
College Prep

Cayla Crystall Cayla Crystall Morganville, New Jersey Details
Cayla Crystall's New York Life Insurance Company Experience May 2013 - August 2013
Job Account Coordinator at H4B Chelsea
Industry Marketing and Advertising
Experience
H4B Chelsea  August 2014 - Present
New York Life Insurance Company   May 2013 - August 2013
Marlboro Swim Club Day Camp   June 2011 - August 2012
Marlboro Swim Club Day Camp   June 2007 - August 2010

Skills
Public Relations, Microsoft Office, Public Speaking, Social Media, PowerPoint, Advertising, Microsoft Excel, Marketing, Facebook, Event Planning, Photoshop, Microsoft Word, Corporate Communications, Data Analysis, Graphic Design, Copywriting, Press Releases, Blogging, Editing, Leadership, Social Networking, Radio, Nonprofits, Social Media Marketing, Media Relations, Marketing Communications, Strategic Communications, InDesign, Adobe Creative Suite, SPSS, Digital Marketing

Education
Towson University   2010 — 2014
Bachelor of Science (B.S.), Mass Communication, Advertising and Strategic Public Relations .. Minor - Business Communications, Overall GPA: 3.6/4.0 Major GPA: 3.8/4.0

Towson University, Study Abroad, London, England   2012 — 2012
Communication

Michelle Rodriguez, MBA, FLMI, ACS, AIAA, AIRC Michelle Rodriguez, MBA, FLMI, ACS, AIAA, AIRC Plano, Texas Details
Michelle Rodriguez, MBA, FLMI, ACS, AIAA, AIRC's New York Life Insurance Company Experience January 2015 - Present
Job Zone Senior Administration Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   January 2015 - Present
New York Life Insurance Company   August 2014 - January 2015
New York Life Insurance Company   May 2013 - August 2014
New York Life Insurance Company   March 2011 - May 2013
New York Life Insurance Company   December 2009 - March 2011
New York Life Insurance Company   September 2008 - December 2009
University of Texas at San Antonio Career Services   August 2005 - August 2008

Skills
Insurance Agency..., Agent Contracting, Agent Licensing, Agent Registration, Agent Continuing..., Life Insurance, New Business, Home Office Reporting, Procure-to-Pay, Expense Reports, FINRA, Microsoft Office, Microsoft Excel, Outlook, Microsoft Publisher, Microsoft Word, Concur, SAP, Office Administration, Employee Training, Customer Service, Insurance, PowerPoint, Quality Assurance, Quality Control, Research, Time Management, SharePoint...

Education
Western Governors University   2014 — 2015
Master of Business Administration (M.B.A.), Management and Strategy

The University of Texas at San Antonio   2005 — 2008
Bachelor’s Degree, Psychology

RJ Norman RJ Norman Tyler, Texas Area Details
RJ Norman's New York Life Insurance Company Experience June 2012 - August 2012
Job Market Area Manager Credit Acceptance Corporation
Industry Financial Services
Experience
Credit Acceptance  February 2015 - Present
Crown Motor Company  December 2013 - Present
Crown Motor C   October 2014 - February 2015
Crown Motor Company  August 2012 - September 2013
New York Life Insurance Company   June 2012 - August 2012
Champion Chrysler Jeep Dodge Ram   August 2011 - June 2012
Southside Bank  March 2011 - August 2011
Southside Bank  April 2009 - March 2011
Southside Bank  November 2008 - April 2009
Southside Bank  April 2008 - April 2009

Skills
Banking, Retail Banking, Sales, Computers, Customer Service, Finance, Loans, Car Loans, Sales Process, Sales Management, Credit, Customer Satisfaction, Vehicles, Sales Presentations, Building Relationships, Pricing, New Business Development, Retail Sales, Lead Generation, Profit, Loan Origination, Cross Selling, Deposits, Strategic Planning, Coaching, Management, Marketing Strategy, Team Building, Marketing, Customer Retention, Budgets

Education
Tyler Junior College   2002 — 2004
Associate of Arts (AA), Theatre/Theater

Edgewood High School   1999 — 2002
Diploma, High School

Eric Gosset Eric Gosset San Antonio, Texas Details
Eric Gosset's New York Life Insurance Company Experience January 2015 - Present
Job Ken Batchelor Cadillac
Industry Automotive
Experience
Ken Batchelor Cadillac  July 2015 - Present
New York Life Insurance Company   January 2015 - Present

Skills
Financial Analysis, Business Strategy, Team Leadership, Customer Service, Finance, Analysis, Business Analysis, Management

Education
The University of Texas at San Antonio   2011 — 2015
B.B.A Finance, Finance, General

The University of Texas at San Antonio   2011 — 2015
B.B.A Finance, Finance

Eka raj Rimal Eka raj Rimal New York, New York Details
Eka raj Rimal's New York Life Insurance Company Experience October 2014 - Present
Job Financial services professional helping individual ,families and business owner develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company   October 2014 - Present
NCS Pearson  January 2008 - November 2008

Skills
Top Skills 34Customer...

Education
Tribhuvan Vishwavidalaya   2001 — 2006
Master's degree, Mathematics and economies, A

Jordan Dorsey Jordan Dorsey Finksburg, Maryland Details
Jordan Dorsey's New York Life Insurance Company Experience June 2013 - August 2013
Job SAS Analyst II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  March 2015 - Present
Johns Hopkins University  June 2014 - March 2015
Ameriprise Financial Services, Inc.   January 2014 - May 2014
Livingston Financial Group   February 2013 - February 2014
New York Life Insurance Company   June 2013 - August 2013

Skills
Financial Analysis, Budget Monitoring, Financial Modeling, Financial Statements, Budget Reconciliation, Equity Research, Financial Reporting, Financial Markets, Financial Institutions, Budget Allocation, Corporate Finance, Mutual Funds, Fixed Income, Accounts Payable, Bloomberg Software, Microsoft Excel, Microsoft Word, Research, Teamwork, Customer Service

Education
Towson University   2010 — 2014
Bachelor of Science, Business Administraton with a Concentration in Finance, GPA: 3.65

Towson University

Alexis Small Alexis Small Greater Philadelphia Area Details
Alexis Small's New York Life Insurance Company Experience August 2007 - January 2013
Job Assistant at LCM Relo Solutions
Industry Real Estate
Experience
LCM Relo Solutions   July 2014 - Present
Simon Public Relations Group  July 2013 - October 2013
New York Life Insurance Company   August 2007 - January 2013
Jenna Communications  May 2012 - August 2012
URJ Camp Harlam  June 2009 - August 2010

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Facebook, Twitter, Time Management, Social Networking, Public Relations, Advertising, Event Planning, Nonprofits, Media Relations, Fundraising

Education
Towson University   2009 — 2013
Bachelor of Science (B.S.), Mass Communication/Media Studies: Public Relations and Advertising

Lorenzo De Medici   2012 — 2012
Liberal Arts and Social Sciences

Melanie Frigo Melanie Frigo Greater Chicago Area Details
Melanie Frigo's New York Life Insurance Company Experience March 2007 - October 2007
Job Sales Associate at Macy's
Industry Health, Wellness and Fitness
Experience
Macy's  October 2013 - Present
Windsome Woodwind Quintet   January 2010 - Present
Cook county board of elections  March 1995 - Present
Drs Katz & Dolnick   September 2010 - March 2013
Dental Group Ltd   August 2007 - October 2011
New York Life Insurance Company   March 2007 - October 2007
TCF Bank  March 1999 - February 2007

Skills
Customer Service, Administration assistant, Retail Banking, Election judge, Dental assisting, Human Resources, musician, Creative Writing, Narrator, Data Entry, Employee Training, Dental Assisting, Administration, Administrative..., Music, Nonprofits, Social Networking

Education
Triton College   1990 — 1991

Loop College
Associate's degree, Certification of Dental Assisting

Peter McNamara Peter McNamara Greater Boston Area Details
Peter McNamara's New York Life Insurance Company Experience September 2010 - February 2011
Job Business Project Manager at Mevion Medical Systems
Industry Financial Services
Experience
Mevion Medical Systems  October 2011 - Present
New York Life Insurance Company   September 2010 - February 2011
Anthony's Pier 4   July 2008 - August 2009
Interior Management Inc.  June 2007 - August 2007

Education
Tulane University - A.B. Freeman School of Business   2007 — 2010
Bachelor of Science, Finance

Kimball Union Academy   2004 — 2006

The Island School   2003 — 2003

The Fenn School   1996 — 2001

Jonathan Suquet Jonathan Suquet Greater New Orleans Area Details
Jonathan Suquet's New York Life Insurance Company Experience March 2012 - October 2013
Job Financial Analyst at IBERIABANK
Industry Banking
Experience
IBERIABANK  March 2015 - Present
IBERIABANK  July 2014 - March 2015
Global Hunter Securities  October 2013 - February 2014
New York Life Insurance Company   March 2012 - October 2013
New Orleans Hispanic Heritage Foundation   January 2012 - December 2012
Bowen, Miclette & Britt   2010 - 2011
Dewey & LeBoeuf LLP  June 2010 - August 2010
United States Senate  June 2009 - July 2009

Skills
Microsoft Excel, Insurance, Economics, Microsoft Office, Microsoft Word, Spanish, Fundraising, Marketing Strategy, Investments, Investment Banking, Management, Financial Modeling, Analysis, Corporate Finance, Financial Analysis

Education
Tulane University   2010 — 2011
B.A., Economics

Vanderbilt University   2006 — 2010
Economics

Mike Elsmaily Mike Elsmaily Greater New York City Area Details
Mike Elsmaily's New York Life Insurance Company Experience July 2012 - April 2014
Job President Broker at Smaily Insurance Solutions
Industry Financial Services
Experience
Smaily Insurance Solutions   February 2015 - Present
Elsmaily insurance   July 2013 - Present
New York Life Insurance Company   July 2012 - April 2014

Skills
Mortgage Marketing, Fixed Annuities, Retirement Planning, Investments, Long-term Care, Roth IRA, Disability Insurance, Estate Planning, Key Person Protection, Guaranteed Lifetime..., Retirement, Insurance, Life Insurance, Term Life Insurance, Underwriting, Health Insurance, Small Business, Long Term Care Insurance, Property, Commercial Insurance, Brokers, Whole Life, Permanent Life Insurance, Key Person Insurance

Education
Thomas Edison State College   2009 — 2011
Emergency Disaster Management

Jorge Hakim Jorge Hakim Katy, Texas Details
Jorge Hakim's New York Life Insurance Company Experience July 2007 - August 2007
Job RhinoPro Protective Linings
Industry Chemicals
Experience
RhinoPro Protective Linings   February 2013 - Present
Corporación Hakim, Grupo HASAM, HALU Construcciones   January 2011 - Present
City Access Group   September 2012 - August 2013
KiMa, Inc.   August 2011 - August 2012
GUI-AL Inc   January 2010 - June 2011
Trinity University  August 2009 - May 2010
Trinity University  September 2007 - November 2007
Trinity University  September 2007 - November 2007
New York Life Insurance Company   July 2007 - August 2007
Grupo Sotohenar   May 2007 - July 2007

Skills
Spanish, Matlab, Sales, Management, Finance, Accounting, Analysis, Strategy, Research, Public Relations, Business Development, Social Media Marketing, Market Research, Social Media, Marketing, Public Speaking, PowerPoint

Education
University of Houston   2010 — 2011
Master, Architecture

Trinity University   2006 — 2009
Bachelor of Science, Business Administration- Finance

University of Miami - School of Business   2005 — 2006
Bachelor of Business Administration (BBA), Business Administration

Stephen Kwan, CFP®, CPA Stephen Kwan, CFP®, CPA Austin, Texas Area Details
Stephen Kwan, CFP®, CPA's New York Life Insurance Company Experience January 1999 - January 2004
Job Financial Planner at Chandler Financial Group, Inc.
Industry Financial Services
Experience
Chandler Financial Group, Inc.   February 2011 - Present
Insight Wealth Management, Austin, TX   January 2004 - February 2011
New York Life Insurance Company   January 1999 - January 2004
various  January 1997 - January 1999
Operation Mobilization  January 1995 - January 1997
Price Waterhouse Coopers  September 1991 - June 1995

Education
Trinity University   1987 — 1991
Bachelor of Science - cum laude, Business Administration, Accounting, Mathematics

Rianna O'Brien, M.S. Rianna O'Brien, M.S. Baltimore, Maryland Area Details
Rianna O'Brien, M.S.'s New York Life Insurance Company Experience June 2014 - August 2014
Job
Industry Human Resources
Experience
Stanley Black & Decker, Inc.   June 2015 - Present
Centric Business Systems, Inc.   August 2014 - May 2015
New York Life Insurance Company   June 2014 - August 2014
Laureate Education  April 2009 - August 2014
Aerotek  June 2008 - April 2009
PivNet, Inc.   June 2007 - June 2008
The Cordish Company  August 2006 - June 2008
MGH Advertising  August 2006 - November 2006
The Baltimore Sun  May 2006 - September 2006
Camillions Inc.   June 2005 - September 2006

Education
Towson University   2012 — 2014
M.S. in Human Resource Development

Towson University   2004 — 2008
Bachelor of Science

American University of Rome   2007 — 2007
Study Abroad Program

Walkersville

Walkersville

Walkersville

Katherine Dolph Katherine Dolph New York, New York Details
Katherine Dolph's New York Life Insurance Company Experience September 2011 - February 2013
Job Partner Marketing at Burberry
Industry Marketing and Advertising
Experience
Burberry  February 2013 - Present
New York Life Insurance Company   September 2011 - February 2013
New York Life Insurance Company   May 2010 - August 2010
KCD  June 2009 - August 2009

Education
Tulane University   2007 — 2011
Bachelor of Arts, Major: English, Minor: Business

Michael Bustos Michael Bustos Greater Los Angeles Area Details
Michael Bustos's New York Life Insurance Company Experience April 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC  December 2014 - Present
New York Life Insurance Company   April 2014 - Present
Latham & Watkins  January 2013 - November 2013
Disney ABC Television Group  2008 - 2009

Skills
Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, Term Life Insurance, Sales, Retirement Planning, Retirement, Networking, Buy-sell Agreements, charitable giving, Lifetime Income..., Small Business, Protection..., Permanent Life Insurance, Grandchild Gifting, Key Person Insurance, Problem Solving, Legacies, Legacy Planning

Education
Thomas Jefferson School of Law   2009 — 2012
Doctor of Law (JD)

Villanova University   2004 — 2008
Bachelor of Science (BS), Mechanical Engineering

Loyola High School

St. Philip the Apostle

Morgan Collins Morgan Collins Charleston, South Carolina Area Details
Morgan Collins's New York Life Insurance Company Experience February 2010 - September 2010
Job Support Manager at Toptix (US)
Industry Computer Software
Experience
Toptix   September 2013 - Present
Toptix (US)   September 2012 - August 2013
Thaw (Working Title)   June 2012 - September 2012
New York Life Insurance Company   February 2010 - September 2010
New York Life Insurance Company   July 2007 - February 2008

Skills
Customer Service, Social Networking, Technical Writing, Facebook, Microsoft Office, Patron Edge, Outlook, Microsoft Excel, Data Entry, Raiser's Edge, CRM, Management, Adobe Software, Insurance, PowerPoint, Microsoft Word, SaaS, Enterprise Software, Database Administration, Kayako, SRO4, Google Docs

Education
College of CharlestonCharleston South Carolina   2010 — 2012
Bachelor’s Degree, English

Trident Technical College   2008 — 2010
N/A, English

Jason Walek Jason Walek Des Plaines, Illinois Details
Jason Walek's New York Life Insurance Company Experience November 2011 - January 2012
Job Licensed Health & Life Insurance Agent | Retirement | Disability | Long Term Care | Supplemental Insurance
Industry Insurance
Experience
HealthMarkets  August 2015 - Present
Fleetmatics  February 2014 - November 2014
Power Home Remodeling Group  2011 - 2013
Healthcare Solutions Team  August 2011 - April 2012
New York Life Insurance Company   November 2011 - January 2012
Insphere Insurance Solutions  September 2010 - July 2011

Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Marketing, Retirement, Disability Insurance, Term Life Insurance, Long-term Care, Critical Illness, Fixed Annuities, Brokers

Education
Triton College   2004 — 2007
Associates, Business Management

Mark Vasquez Mark Vasquez San Antonio, Texas Details
Mark Vasquez's New York Life Insurance Company Experience May 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   May 2010 - Present
Candy's Old Fashion Restaurant   November 2006 - March 2010

Skills
Retirement Planning, Fixed Annuities, Long Term Care Insurance, Estate Planning, Mutual Funds, Insurance, Retirement, Life Insurance, Long-term Care, IRAs, Financial Services, Securities, 401k, Finance, Term Life Insurance, Disability Insurance, Series 63, Wealth Accumulation

Education
The University of Texas at San Antonio   2005 — 2008
Bachelor of Business Administration (BBA), Marketing, A

Krueger Middle School
General Education, General Education

Angel Loera Angel Loera Harlingen, Texas Details
Angel Loera's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   November 2014 - Present
New York Life Insurance Company   November 2014 - Present

Education
The University of Texas-Pan American
finance

Marianne Herneker Marianne Herneker Greater Philadelphia Area Details
Marianne Herneker's New York Life Insurance Company Experience May 2010 - Present
Job Administrative Manager II at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   May 2010 - Present
New York Life Insurance Company   January 2007 - April 2010

Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Strategic Financial...

Education
Towson University   1997 — 2001

Edgewood High School

Mai Lieu Mai Lieu Mount Prospect, Illinois Details
Mai Lieu's New York Life Insurance Company Experience September 2007 - September 2009
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A.   December 2009 - Present
New York Life Insurance Company   September 2007 - September 2009
Washington Mutual Home Loans  March 2003 - December 2006

Education
Triton-College

Meaghan Black Meaghan Black Greater New York City Area Details
Meaghan Black's New York Life Insurance Company Experience May 2014 - Present
Job Senior Director at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company   May 2014 - Present
Société Générale Corporate and Investment Banking   2008 - May 2014
Societe Generale  1998 - 2008

Education
Thunderbird School of Global Management   1993 — 1995
M.I.M

Anthony Whitehill Anthony Whitehill Greater Atlanta Area Details
Anthony Whitehill's New York Life Insurance Company Experience April 1996 - January 1999
Job Managing Partner at Evergreen Consultants LLC
Industry Financial Services
Experience
Evergreen Consultants LLC   May 2015 - Present
Lease Advisors  June 2012 - June 2015
Landmark Dividend  November 2010 - June 2012
Unison Site Management  October 2009 - October 2010
Administaff  January 2009 - October 2009
Wireless Capital Partners  October 2004 - October 2009
Premier Employment   October 2001 - June 2005
Equipment Leasing Services   January 1999 - January 2001
New York Life Insurance Company   April 1996 - January 1999

Skills
Strategy, Management, Sales, New Business Development, Competitive Analysis, Training, Business Planning, Sales Management, Recruiting, Marketing, Negotiation, Strategic Planning, Telecommunications, Finance, Outsourcing

Education
Troy University   1989 — 1991
BS, Business, Finance, Management

Patrick Hibben Patrick Hibben Baltimore, Maryland Area Details
Patrick Hibben's New York Life Insurance Company Experience May 2009 - Present
Job Agent at New York Life Insurance Company
Industry Management Consulting
Experience
New York Life Insurance Company   May 2009 - Present

Education
Towson University   2005 — 2010

Sam Lin, CFA, CPA Sam Lin, CFA, CPA Los Angeles, California Details
Sam Lin, CFA, CPA's New York Life Insurance Company Experience August 2007 - August 2008
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
Green Street Advisors  June 2015 - Present
Granite Investment Partners  January 2015 - June 2015
Pacific Alternative Asset Management Company (PAAMCO)   October 2013 - July 2014
Pacific Alternative Asset Management Company (PAAMCO)   January 2012 - October 2013
Decurion Corporation  November 2010 - January 2012
Gettleson, Witzer & O'Connor   September 2008 - November 2010
New York Life Insurance Company   August 2007 - August 2008
Palisades Wealth Management   August 2007 - December 2007

Skills
Bilingual - Chinese, Financial Analysis, Accounting, Excel, Word, Mandarin, Budgeting, Outlook, Audit, Chinese, English, General Ledger, Pivot Tables, Hedge Funds, Prime Brokerage, ISDA negotiations, Budgets, Microsoft Excel, Auditing, Account Reconciliation, Finance, Valuation, Financial Modeling, Investments, Portfolio Management, Securities, Fixed Income

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (M.B.A.), Finance

University of California, Los Angeles   2004 — 2008
B.A., Business-Economics

Anthony Hamlett Anthony Hamlett Baltimore, Maryland Area Details
Anthony Hamlett's New York Life Insurance Company Experience November 2012 - January 2014
Job President & CEO FBA (Faith Based Analytics) Consulting, LLC
Industry Financial Services
Experience
FBA Consulting, LLC   March 2014 - Present
New York Life Insurance Company   November 2012 - January 2014
Church Analytics   August 2010 - November 2012
Mid-Atlantic Business Finance Co.   August 2006 - August 2010
H & R Consulting   April 1995 - February 2006
Perpetual Savings Bank  1990 - 1994

Skills
Executive Management, Banking, Operations Management, Financial Services, Business Planning, Small Business Lending, Strategic Financial..., Owner-managed businesses, Investments, Strategic Planning, Leadership, Marketing, Business Development, Loans, Strategy, Financial Analysis, Small Business, Public Speaking, Risk Management, Mergers & Acquisitions, Team Building, Finance, Management, Customer Service, Nonprofits, Business Strategy, Leadership Development

Education
Towson University
Bachelor of Science, Education

University of Phoenix
Master of Business Administration (M.B.A.)

Audrey Sreshta Audrey Sreshta Dallas/Fort Worth Area Details
Audrey Sreshta's New York Life Insurance Company Experience January 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities, LLC  July 2014 - Present
New York Life Insurance Company   January 2014 - Present
Real Estate Tax Consultants  January 2009 - October 2013
United Central Bank  May 2005 - January 2009
MassMutual Financial Group  November 1997 - May 2005
Citi  January 1988 - November 1997

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

Education
Thunderbird School of Global Management
MBA, International Management

Marianne Kozero Marianne Kozero San Antonio, Texas Area Details
Marianne Kozero's New York Life Insurance Company Experience February 2008 - July 2010
Job Registered Dental Hygienist
Industry Medical Practice
Experience
OralDNA Labs/Quest Diagnostics   May 2012 - October 2012
OralDNA Labs/Quest Diagnostics   January 2010 - January 2012
New York Life Insurance Company   February 2008 - July 2010
Michael T. Montgomery, DDS   July 2006 - February 2008
Synergy Financial   February 2006 - February 2008
Sonia R. Jennings, DDS   June 2005 - February 2007
Christoper Lundeen, DDS   February 2002 - February 2006

Skills
Dentistry, Customer Service, Public Speaking, Team Building, Sales, Training

Education
The University of Texas Health Science Center at San Antonio
Bachelor of Science in Dental Hygiene

The University of Texas Health Science Center at San Antonio
Certificate in Dental Hygiene

Karma Austin Karma Austin Fort Wayne, Indiana Area Details
Karma Austin's New York Life Insurance Company Experience October 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  August 2013 - Present
New York Life Insurance Company   October 2012 - Present
Steuben County Literacy Coalition   February 2006 - July 2011
Steuben County United Way   March 1996 - April 2005
ITW  September 1983 - February 1996

Skills
Fundraising, Retirement Planning, 401k Rollovers, Life Insurance, Guaranteed Lifetime..., Variable Annuities, Term Life Insurance, Fixed Annuities, 401k, Permanent Life Insurance, Qualified Retirement..., Customer Service, Saving for Education, Retirement Savings, Community Outreach, Public Speaking, Consensus Building, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Program Implementation, Programme Governance, Retirement Plan..., Analysis

Education
Tri-State University   1995 — 1996
BS, Applied Management

IPFW   1982 — 1988
Associate of Science (AS), Operations Management and Supervision

Fremont High School

Eneas Freyre Eneas Freyre Greater New York City Area Details
Eneas Freyre's New York Life Insurance Company Experience September 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   September 2008 - Present

Skills
Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Strategic Financial..., Health Insurance, Universal Life, 401k, Series 6, Financial Planners, Annuities, Roth IRA, Permanent Life Insurance

Education
University of Notre Dame   1966 — 1970
Bachelor of Arts (BA), Business Administration and Management, General

Thunderbird School of Global Management
Master International Management, Mangement / Marketing

Jolevette Mitchell Jolevette Mitchell Greater New York City Area Details
Jolevette Mitchell's New York Life Insurance Company Experience September 2008 - May 2009
Job
Industry Legal Services
Experience
Office of the New York State Attorney General  June 2015 - August 2015
Global Institute for Health and Human Rights - SUNY Albany   January 2014 - May 2015
Collins, Dobkin and Miller, LLP   January 2015 - April 2015
Burch Creative Capital  August 2014 - December 2014
JPMorgan Chase  March 2013 - August 2013
Morgan Stanley Wealth Management  August 2011 - February 2013
Deutsche Bank  May 2010 - August 2011
New York Life Insurance Company   September 2008 - May 2009
New York Life Insurance Company   May 2008 - August 2008
Kings County District Attorney's Office  June 2007 - August 2007

Skills
Social Networking, Microsoft Office, Legal Research, Westlaw, SharePoint, Bloomberg Terminal, Compliance, AML, KYC

Education
Touro College Jacob D. Fuchsberg Law Center   2013 — 2016
Juris Doctorate

St. Peter's College   2005 — 2009
Bachelor of Arts, Political Science

Patrick Hibben Patrick Hibben Baltimore, Maryland Area Details
Patrick Hibben's New York Life Insurance Company Experience May 2009 - October 2012
Job Remodeling Consultant at Power Home Remodeling Group
Industry Construction
Experience
Power Home Remodeling Group  April 2013 - Present
T. Rowe Price  October 2012 - April 2013
New York Life Insurance Company   May 2009 - October 2012

Skills
Custom Remodeling, Public Speaking, Energy Efficiency, Residential Homes, Critical Thinking, Microsoft Office, Windows, Exterior Trim, Exterior Restoration, Exterior Finishes, Siding, Vinyl Siding, Residential Roofing, Garage Doors, Opening Doors, Attic, Organizational...

Education
Towson University   2005 — 2010
Business Administration, Management

Maureen Mucthison Maureen Mucthison Greater New York City Area Details
Maureen Mucthison's New York Life Insurance Company Experience April 2014 - Present
Job Licensed Agent
Industry Financial Services
Experience
New York Life Insurance Company   April 2014 - Present
Combined Life Insurance  2011 - 2013
First Allied Home Mortgage   2006 - 2009

Skills
Licensed in Long Term..., Problem solving, Customer Satisfaction, Customer Relations, Insurance, Customer Service, Sales, Life Insurance, Small Business, Team Building, Strategic Planning, Mortgage Lending, Marketing, Public Speaking

Education
Tidewater Community College   1995 — 1998
Assoc, Electronics

Martin Van Buren High School
Deploma, 12

Mickey Gilliland Mickey Gilliland Bozrah, Connecticut Details
Mickey Gilliland's New York Life Insurance Company Experience December 2011 - June 2013
Job Store Manager Rose City Cycle
Industry Sporting Goods
Experience
Rose City Cycle, Inc.   October 1993 - Present
New York Life Insurance Company   December 2011 - June 2013

Skills
Insurance, Retirement, Finance, Analysis, Retirement Planning, Customer Service, Sales, Sales Management, Strategic Planning, Team Building, Microsoft Excel, Marketing, Management, Leadership, Public Speaking, Retail

Education
Three Rivers Community College   1993 — 1996
Associate's degree, Early Childhood Education and Teaching

Three Rivers Community College   1993 — 1996
Associate's degree, Early Childhood Education and Teaching

Andrew Tseng Andrew Tseng Greater Los Angeles Area Details
Andrew Tseng's New York Life Insurance Company Experience November 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC  October 2012 - Present
New York Life Insurance Company   November 2011 - Present
Gizmo Dorks   February 2011 - August 2011
California Benefit Planners  November 2009 - January 2011
Pacific IPA   November 2005 - January 2010
Tulane University Museum of Natural History   March 2005 - September 2005
NASA Ames Research Center  June 2003 - September 2003

Skills
HTML, Microsoft Office, Windows, SQL, CSS, 401k Rollovers, Annuity Sales, 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..., Financial Services

Education
Tulane University   2000 — 2004
BS, Computer Science, Math

Michelle Guajardo Michelle Guajardo McAllen, Texas Area Details
Michelle Guajardo's New York Life Insurance Company Experience June 2010 - Present
Job Senior Marketing & Recruiting Manager, Latino Market at New York Life
Industry Financial Services
Experience
New York Life Insurance Company   June 2010 - Present
Food Bank-RGV   April 2006 - February 2013
The Greater Mission Chamber of Commerce   2006 - 2013
Capital One  2006 - 2010

Skills
Public Relations, Event Planning, Marketing Strategy, Marketing, Public Speaking, Social Media, Direct Marketing, Advertising, Strategic Planning, Social Media Marketing, Marketing Communications, Online Advertising, Media Relations, Event Management, Email Marketing, Fundraising, Online Marketing, Leadership, Social Networking, Nonprofits, Budgets, Entrepreneurship, Business Planning, Analysis

Education
The University of Texas-Pan American   1988 — 2000
Master of Business Administration (MBA), Marketing

Mission High School   1988 — 1988

Angela Cunningham Angela Cunningham Greater New York City Area Details
Angela Cunningham's New York Life Insurance Company Experience June 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   June 2015 - Present
Winchester Capital   October 2013 - May 2015
the Observatory  September 2010 - February 2012
Spruce Private Investors  September 2003 - December 2009
Princeton University Investment Co.   August 1996 - November 1997
Digitas (previously Bronner Slosberg Humphrey)   May 1992 - July 1994
Accenture (previously Andersen Consulting)   July 1990 - May 1992

Skills
Equities, Finance, Hedge Funds, Fixed Income, Asset Allocation, Bloomberg, Hedging, Asset Managment, Alternative Investments, Portfolio Management, Options, Derivatives, Investments, Emerging Markets

Education
Yale University - Yale School of Management   1994 — 1996
MBA, Finance

Tufts University   1986 — 1990
Bachelor of Arts (B.A.), Economics, French

ASF Mexico City   1982 — 1986

Jennifer V Cabrera Jennifer V Cabrera McAllen, Texas Area Details
Jennifer V Cabrera's New York Life Insurance Company Experience September 2014 - Present
Job New York Life
Industry Public Relations and Communications
Experience
New York Life Insurance Company   September 2014 - Present
Pax Villa Hospice and Palliative Care   November 2012 - May 2014
ATI Enterprises  May 2011 - December 2012
Rio Grande Valley Council   March 2010 - October 2010
EnviroMedia  May 2009 - August 2009
Rio Grande Valley Vipers  October 2008 - May 2009

Skills
Media Relations, Public Relations, Event Management, Press Releases, Social Media, Event Planning, Social Media Marketing, Blogging, Copywriting, Media Planning, Public Speaking, Marketing Communications, Media Buying, Advertising, Editing, Non-profits, Fundraising, Facebook, Strategic Communications, Newsletters, Nonprofits, Career Counseling, Community Outreach, Strategic Planning, Grassroots Marketing, Journalism, Research, Cause Marketing, Community Development, Internal & External..., Teaching, Microsoft Excel, Program Management, Social Networking

Education
The University of Texas-Pan American   2004 — 2009
BA, Communications

Eneas Freyre Eneas Freyre Greater New York City Area Details
Eneas Freyre's New York Life Insurance Company Experience December 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   December 2008 - Present

Skills
Term Life Insurance, Whole Life, Retirement Planning, Disability Insurance, Long Term Care, Annuities, Mortgage Protection, Insurance Planning, Health Insurance, business insurance, Financial Planners, Mortgage Marketing, IRAs, Fixed Annuities, Universal Life, Long-term Care, Long Term Care Insurance

Education
Thunderbird School of Global Management   1971 — 1972
Master's degree International Management, International Business

University of Notre Dame   1966 — 1970
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Tabor Academy   1962 — 1966
High School

Daunte Harrell Daunte Harrell Austin, Texas Area Details
Daunte Harrell's New York Life Insurance Company Experience September 2011 - November 2013
Job Leadership| Project Management | Business Development | Relationship Management
Industry Management Consulting
Experience
TempsPlus Jobs   September 2011 - Present
New York Life Insurance Company   September 2011 - November 2013
Della Honda of Glens Falls, NY   June 2010 - October 2010
Russ Darrow Group  September 2005 - April 2010
Intrasphere Technologies  May 2004 - September 2004
Learning Enterprises of WI - Safe House   January 2002 - April 2004
Accenture  April 1997 - December 2001
Honeywell - DMC Services Inc.   November 1995 - September 1996
AT&T  October 1991 - October 1995

Skills
Account Management, Program Management, CRM, Business Strategy, Management Consulting, Sales Management, Process Improvement, Project Management, Management, Training, Operations Management, New Business Development, Business Development, Recruiting, Sales, Strategic Planning, Leadership, Cross-functional Team..., Business Intelligence, Product Marketing, Marketing, Risk Management, Telecommunications

Education
Tulane University - A.B. Freeman School of Business   1987 — 1991
Bachelor of Science in Management, Marketing, International Business, Communications

University School of Milwaukee   1983 — 1987

Cheryl Rosen Cheryl Rosen Greater New York City Area Details
Cheryl Rosen's New York Life Insurance Company Experience May 2011 - August 2011
Job Application Developer at Federal Reserve Bank of New York
Industry Computer Software
Experience
Federal Reserve Bank of New York  July 2012 - Present
New York Life Insurance Company   May 2011 - August 2011

Skills
Java, SQL, Microsoft SQL Server, ASP.NET, C#, Microsoft Office, Unix, VB.NET, Eclipse

Education
Touro College   2008 — 2012
Bachelor of Science, Computer Science, 3.98

Ryan Mona Ryan Mona Baltimore, Maryland Area Details
Ryan Mona's New York Life Insurance Company Experience 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   2010 - Present

Education
Towson University   2003 — 2007
BS

Matthew Warfield Matthew Warfield Greater New York City Area Details
Matthew Warfield's New York Life Insurance Company Experience July 2015 - Present
Job Advertising & Branding at New York Life Insurance Company
Industry Public Relations and Communications
Experience
New York Life Insurance Company   July 2015 - Present
Defense Institute for Medical Operations   October 2013 - Present
Matthew Warfield Photography   March 2013 - Present
Texas Academy of Family Physicians  November 2011 - February 2013
LegalZoom  January 2011 - October 2011

Skills
Social Media, Public Relations, Business Communications, Leadership, Sales, Customer Service, Nonprofits, Marketing Communications, Press Releases, Time Management, Creative Writing, Newsletters, Proofreading, Corporate Communications, Internal Communications, Media Relations, Teamwork, Web Content, Marketing Management, Marketing Research, Facebook, Editing, Social Media Marketing, Marketing, Blogging, Marketing Strategy, Google Adwords, Online Marketing, Email Marketing, Social Networking, Web Content Management, Trade Shows, Strategic Communications, Publicity, Content Management, B2B Marketing, Brand Development, Digital Marketing, Public Speaking, Marketing Copy, Content Marketing, Social Media Measurement, Hootsuite, Community Management, Press Release..., Internal, AP Style, Communications Planning, Online Communications, Content Strategy

Education
The University of Texas at San Antonio   2005 — 2009
Bachelor of Arts, Communication-Social Interaction & Public Relations

Michael Cortez Michael Cortez Honolulu, Hawaii Details
Michael Cortez's New York Life Insurance Company Experience September 2013 - Present
Job Financial Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company   September 2013 - Present

Education
University of Hawaii at Manoa

UCLA Extension   2015 — 2017
Personal Financial Planning Certificate

Beverley Powell Beverley Powell Brooklyn, New York Details
Beverley Powell's New York Life Insurance Company Experience
Job Catering Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  

Skills
Sales, Marketing, Time Management, Social Media, Project Management, Team Building, Finance, Management, Restaurants, Customer Service, Event Management, Social Networking, Teamwork, Negotiation, Research, Budgets

Education
The University of the West Indies, Mona   2015 — 2019
Bachelor's Degree, Teacher of English & Library Science, Economics & Management, Hotel Management, Honors

Ruth Pirtle Ruth Pirtle Shawnee, Kansas Details
Ruth Pirtle's New York Life Insurance Company Experience April 1993 - Present
Job Commission Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 1993 - Present

Skills
Series 6, ACS Associate Customer...

Education
Truman State University   1965 — 1969
Bachelor of Science (BS)

William Pappas William Pappas Towson, Maryland Details
William Pappas's New York Life Insurance Company Experience May 2013 - September 2013
Job Director of Physiological Testing and Endurance Performance at Nu'U Vitality Center
Industry Financial Services
Experience
Nu'U Vitality Center   May 2014 - Present
New York Life Insurance Company   May 2013 - September 2013
New York Life Insurance Company   2013 - 2013

Skills
Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Finance

Education
Towson University   2010 — 2014

Janica Natividad Janica Natividad San Antonio, Texas Details
Janica Natividad's New York Life Insurance Company Experience June 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company   June 2012 - Present
New York Life Insurance Company   May 2012 - Present
Morgan Stanely Smith Barney   October 2006 - December 2011
Ramymond James and Associates   May 2005 - May 2007

Skills
Annuity Sales, 401(k) Rollovers, Asset Protection, Estate Planning, Insurance, Legacies, Licensed Life, Insurance Agent, Protection..., Retirement Planning, Small Business, Protection...

Education
The University of Texas at San Antonio   2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Brad Han Brad Han Lutherville Timonium, Maryland Details
Brad Han's New York Life Insurance Company Experience April 2013 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company   April 2013 - Present
Sam's Bagels and Deli   November 2010 - June 2011

Skills
Photography, Photoshop, Final Cut Pro, Sony Vegas, Audio Editing, Video Editing, Writing, Social Networking, Golf, Computer Proficiency, Life Insurance, Taekwondo, Boxing, Archery

Education
Towson University   2012 — 2014
Bachelor's degree, Kinesiology and Exercise Science

Towson University