New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
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
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
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
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
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
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
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
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.)
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
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
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
New York Life Insurance Company February 2014 - April 2014
Education
The University of Texas-Pan American
Bachelor of Business Administration (BBA), Finance
New York Life Insurance Company December 2005 - Present
Education
Trinity University-Washington 1996 — 2000
Bachelor of Arts (BA), Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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 Thomas Custom Clothiers March 2005 - Present
New York Life Insurance Company June 2009 - June 2010
Education
Towson University 2002 — 2006
Business, Finance/Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
New York Life Insurance Company November 2014 - Present
New York Life Insurance Company November 2014 - Present
Education
The University of Texas-Pan American
finance
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
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
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
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
New York Life Insurance Company May 2009 - Present
Education
Towson University 2005 — 2010
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
New York Life Insurance Company 2010 - Present
Education
Towson University 2003 — 2007
BS
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
New York Life Insurance Company September 2013 - Present
Education
University of Hawaii at Manoa
UCLA Extension 2015 — 2017
Personal Financial Planning Certificate
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
New York Life Insurance Company April 1993 - Present
Skills
Series 6, ACS Associate Customer...
Education
Truman State University 1965 — 1969
Bachelor of Science (BS)
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
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
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