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
New York Life Insurance Company December 2010 - Present
Self June 2005 - December 2010
Elite Marketing Services April 2008 - June 2009
BAM Communications June 2008 - December 2008
Skills
IRAs, Retirement Planning, Life Insurance, Financial Services, Term Life Insurance, Retirement, Insurance, 401k, Long Term Care Insurance, Estate Planning
Education
San Diego State University-California State University 2005 — 2005
Communications, Media, Languages
Universidad Antonio de Nebrija
Spanish Language, Study Abroad
California Closets February 2015 - Present
Ben's One Stop June 2006 - Present
AmTote International July 2014 - July 2014
New York Life Insurance Company May 2013 - May 2014
Camp Ramah Nyack July 2012 - August 2012
Dunkin Donuts October 2007 - September 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, HTML 5, CSS3, MS Access, Network Design, Networking, Social Media, Photoshop, Windows, SQL, JavaScript, Access, C, Public Speaking, Android, HTML, Java, C++, Troubleshooting, Computer Hardware, Linux, OS X, Visual Basic, Programming, Windows 7, Databases, Time Management, CSS
Education
State University of New York at Albany 2010 — 2014
Bachelor's degree, Computer and Information Sciences, General
Clarkstown High School North 2006 — 2010
General Motors April 2014 - Present
New York Life Insurance Company August 2013 - March 2014
New York Life Insurance Company August 2005 - August 2013
Siemens AG February 2003 - August 2005
Siemens AG January 2002 - January 2003
Siemens AG October 1999 - December 2001
Siemens AG April 1995 - September 1999
Skills
Troubleshooting, Data Migration, Integration, SAP, Requirements Analysis, Unix, Security, SQL, Microsoft SQL Server, Cloud Computing, Private Cloud, VMware Infrastructure, Amazon Cloud, SAP R/3, SAP ERP, SAP Netweaver, SAP Portal, SAP Basis, SAP Architecture, SAP Technical..., SAP BI, Stress Test, Hybrid Cloud, Linux, SAP Solution Manager, Virtualization, Active Directory, Windows Server, Disaster Recovery, Databases, ERP, Enterprise Architecture, VMware, Outsourcing, Software Development, Networking, IT Management, IT Strategy, Technical Architecture
Education
Ecole Supérieure d’Ingénieurs de Marseille 1995 — 1998
Master, Computer Science and Electronic, major: Network
Université Nice Sophia Antipolis 1993 — 1995
Bachelor, Telecommunications and Networks Engineering, major: Signal Processing
DEX Imaging October 2007 - June 2008
EXIT Realty Corp. International May 2005 - July 2007
Danka Office Imaging 1997 - 1998
New York Life Insurance Company 1995 - 1996
AT&T 1983 - 1995
Skills
Sales, Selling, Salesforce.com, Marketing, Account Management, Negotiation, Cold Calling, Customer Service, Direct Sales, Management, Solution Selling, Product Marketing, Retail, Customer Satisfaction, Budgets
Education
Union County College 1985 — 1994
Business Administration and Management, General
Federal Reserve System November 2011 - Present
RBC 2008 - 2011
UBS 1998 - 2008
Morgan Stanley 2003 - 2006
Bear Stearns 1999 - 2003
AIG 1996 - 1998
Ernst & Young 1994 - 1996
New York Life Insurance Company 1992 - 1993
Skills
Banking, Credit Risk, Credit, Credit Analysis, Financial Risk, Loans, Risk Management, Financial Analysis, Operational Risk, Commercial Lending, Underwriting, Auditing, Fixed Income, Computer Application..., Operational Risk..., Valuation, Investment Banking, Business Planning, Financial Modeling, Derivatives, Internal Audit, Investments, Hedge Funds, FX Options, Accounting, Internal Controls
Education
SUNY Albany 1991 — 1995
Bachelor of Science (B.S.), Accounting, 3.44
State University of New York at Albany
New York Life Insurance Company November 2014 - Present
Southwest Key Program June 2014 - November 2014
Casa Vicente November 2013 - June 2014
Wildcat Threads at University of Arizona Recreation Center August 2011 - May 2014
Marin County Human and Health Services May 2013 - August 2013
Victoria's Secret May 2011 - August 2012
Gap Inc. April 2008 - September 2011
Skills
Microsoft Word, Social Media, PowerPoint, Customer Service, Teamwork, Public Speaking, Microsoft Office, Microsoft Excel, Research, Employee Training, Office Administration, Human Resources, Facebook, Event Planning, Leadership, Social Networking, Time Management, Training
Education
University of Arizona 2010 — 2014
Bachelor's degree, Communication and Spanish Literature
Universidad de Alcalá 2013 — 2013
Bachelor's degree, Spanish Language and Literature, Junior Spring Semester
San Marin High School 2006 — 2010
High School Diploma
New York Life Insurance Company May 2015 - Present
Alimentos Secrebal C.A December 2011 - August 2014
Kellogg Company December 2009 - February 2011
Kellogg Company May 2008 - December 2009
Kellogg Company January 2007 - May 2008
Kellogg Company November 2005 - December 2006
Kellogg Company February 2005 - November 2005
Skills
Trade Marketing, FMCG, SAP, Key Account Management, Customer Insight, Market Analysis, Market Research, Market Planning, Marketing Strategy, Business Planning, Sales Operations, Product Development, Marketing Research, Merchandising, Strategic Planning, Business Strategy, Teamwork, Team Building, New Business Development, Retail
Education
Escuela Latinoamericana de Altos Estudios Empresariales (ESLAEE) 2011 — 2012
Postgraduate Diploma, Management and Marketing
Universidad Católica Andrés Bello 1998 — 2004
Engineer's degree, Industrial Engineering
New York Life Insurance Company August 2014 - Present
Bank of America 2007 - March 2014
Transnational Financial Network February 2005 - February 2007
Alt Funding February 2005 - February 2007
Fletcher's Tire & Auto January 2004 - February 2005
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Consumer Lending, Retail Banking, Loan Origination, Mortgage Banking, Cross Selling, Cash Management, Lines Of Credit, Portfolio Management, Financial Risk, Financial Analysis, Refinance, Residential Mortgages, Finance, Relationship Management, Operational Risk..., Investment Banking, Internet Banking, Customer Service, Investments, Fixed Income, Microsoft Excel, Financial Services, Customer Satisfaction, Asset Management, Customer Retention, Process Improvement, Financial Modeling, Sales, Microsoft Office, Business Analysis, Management, Call Centers, FHA, Underwriting, Leadership, Insurance, Short Sales, Real Estate, Equities, Credit Risk, Auditing, Credit Cards, Analysis, Strategic Planning
Education
Universal Technical Institute of California Inc 1998 — 1999
Diploma, Automotive Engineering Technology/Technician
Grossmont Highschool
Diploma, Automotive Engineering Technology/Technician
The Reconnection, Biomagnetismo Medico, November 2009 - Present
New York Life Insurance Company February 2007 - December 2008
Banco Superior October 1987 - May 2000
Skills
Team Building, Customer Service, Business Planning, Public Speaking, Coaching, Strategic Financial..., English, Project Management, Business Development, Management Consulting, Marketing Strategy, Wellness, Social Networking, Organizational..., Teaching, Microsoft Office, Outlook, Non-profits, Negotiation, PowerPoint, Social Media, Entrepreneurship, Personal Development, Event Management, Social Media Marketing, Executive Coaching, Health, Microsoft Excel, Research, Microsoft Word, Marketing, Small Business, Teamwork, Strategic Planning, Spanish, Marketing Communications, Sales Management, Motivational Speaking, Healthcare, Online Advertising, Latin America, Healing
Education
Universidad de San Buenaventura 1980 — 1986
Economista, Economics
Deschutes Investment Consulting LLC June 2013 - Present
Nike 2013 - Present
Financial Health Alliance, INC May 2012 - April 2013
New York Life Insurance Company August 2010 - May 2012
Skills
Leadership, Fixed Annuities, Non-profits, Disability Insurance, Estate Planning, Term Life Insurance, Business Planning, Fundraising, Long Term Care Insurance, Business Process, French, International Business, Buy-sell Agreements
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2007
Business, Sports Marketing, Entrepreneurship, Website Design
Université Sorbonne Nouvelle (Paris III) 2005 — 2005
Bachelor of Arts, Business, French Language
AAA Northern California, Nevada & Utah February 2015 - Present
New York Life Insurance Company November 2014 - February 2015
Cypress Private Security March 2014 - November 2014
Allied Barton Security Services September 2011 - February 2014
Self Employed June 2009 - December 2011
Securitas Security Services USA, Inc. March 2010 - September 2011
TLG Security June 2009 - February 2010
FedEx Express July 2008 - September 2009
Skills
Instructional Design, E-Learning, Blended Learning, Educational Technology, Distance Learning, Captivate, Instructional Technology, Mobile Learning, Calendaring, Sales, Customer Satisfaction, Administrative..., Leadership, Process Scheduler, Software Documentation, Administrative..., Project Management, Investigation, Customer Service, Microsoft Excel, Outlook, Training, Social Media, Microsoft Word, Program Management, Team Building, Management, Strategic Planning, Microsoft Office
Education
UCSC Silicon Valley Extension
JPMorgan Chase & Co. June 2015 - Present
New York Life Insurance Company August 2014 - 2015
Global Arena Capital Corp. September 2013 - April 2014
Parchem – fine & specialty chemicals June 2013 - August 2013
State Farm Insurance December 2012 - June 2013
Enterprise Rent-A-Car June 2012 - August 2012
Skills
Sales, PowerPoint, Access, Microsoft Excel, Microsoft Word, Cold Calling Experience, Series 7, Series 63
Education
State University of New York at Albany 2011 — 2013
Bachelor's degree, Economics
State University of New York at Albany
Morgan Stanley February 2015 - Present
Citi October 2013 - February 2015
Citigroup April 2011 - September 2013
New York Life Insurance Company November 2010 - April 2011
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney November 2005 - June 2009
JPMorgan Chase January 2005 - November 2005
Smith Barney June 2002 - December 2004
Skills
Securities, Mutual Funds, Trading, Investments, Insurance, Investment Advisory, Portfolio Management, Banking, Investment Management, FINRA, Wealth Management, Series 7, AML, Financial Advisory, Fixed Annuities, Risk Management, Equities, Hedge Funds
Education
SUNY Albany 1998 — 2002
Bachelor's of Science, Economics / Business
New York Life Insurance Company May 2014 - Present
BANCOLOMBIA, Miami Agency, FL November 2008 - December 2011
CROWNE PLAZA HOTEL April 2011 - November 2011
CROWNE PLAZA HOTEL May 2005 - August 2008
EL MUNDO NEWSPAPER January 2004 - August 2004
ALLIANCE LANGUAGE CENTER and ELS (English Language Services) January 2000 - December 2003
Skills
Sales, Customer Satisfaction, Leadership, Business Exit Strategy, Protection..., Event Management, Public Relations, Management, Spanish, Teamwork, Hotels, Customer Service, Protection Planning/..., Social Media, Marketing Communications, Marketing, Microsoft Office
Education
Universidad de Antioquia. (Online Program) 2012 — 2012
Certified in Strategic Digital Communication, Communication and Media Studies
Universidad de Antioquía 2000 — 2004
Bachelor in Social Communication and Journalism, 4.4 GPA out of 5.0
ELS English Language Services 2002 — 2002
Certified in Teaching English as a Foreign Language (TEFL)
New York Life Insurance Company November 2014 - Present
Alexander Open System January 2014 - August 2014
IBM October 2010 - August 2013
IBM June 2002 - October 2010
IBM November 2000 - April 2002
US Army May 1984 - November 1989
Skills
Creative Problem Solving, Communication, Building Relationships, Protection..., Life Insurance, Licensed in Long Term..., Retirement Planning, Permanent Life Insurance, Selling, Negotiation, Term Life Insurance, Sales, Key Person Insurance, Asset Protection, Business Insurance..., Business Networking, Buy-sell Agreements, Direct Sales, Grandchild Gifting, Insurance, Multi-Tasking Skills, Personal Finance, Public Speaking, Writing, Workshop Facilitation
Education
United States Military Academy at West Point
BS, General Engineering
New York Life Insurance Company June 2014 - Present
Bankers Conseco Life Insurance Co August 2013 - June 2014
Bechtel Marine Propulsion Corporation – Radiological Controls Engineer July 1996 - May 2013
GE - Lockheed Martin May 1992 - June 1996
GE August 1991 - April 1992
NextWave Inc, Albany NY August 1985 - January 1990
GE December 1969 - August 1985
Skills
Oracle, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Adobe Acrobat, FrameMaker, AutoCAD, Corel Draw, Dbase, Rbase, Permanent Life Insurance, Customer Satisfaction
Education
Union College 1979 — 1991
Bachelor's Degree, Mechanical Engineering
St. Peter's Academy, N.Y., Saratoga Springs, N.Y.
New York Life May 1986 - Present
New York Life Insurance Company 1986 - Present
Skills
Customer Service, Disability Insurance, Estate Planning, Life Insurance, Strategic Financial..., Retirement Planning, Marketing, Retirement, Fixed Annuities, Mutual Funds, Finance, Insurance, Sales, IRAs, Leadership, Selling, Long-term Care, Public Speaking
Education
University at Albany, SUNY 1973 — 1978
Community Pride Wealth September 1994 - Present
New York Life Insurance Company February 1992 - September 1994
Alex. Brown & Sons August 1990 - May 1991
BGS&G Companies May 1985 - January 1989
Merrill Lynch November 1980 - May 1985
US Navy June 1975 - July 1980
Skills
Investment Advisory, Insurance, Financial Services, Finance, Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Sales, Disability Insurance, Wealth Management, Mutual Funds, Time Management, Asset Allocation, Health Insurance, Financial Advisory, Retirement, Series 7, Series 63, Investment Strategies, 401k, Securities, Alternative Investments, Fixed Annuities, Estate Planning
Education
United States Naval Academy 1971 — 1975
Masters of Science, International Relations and Affairs
Loyola High School 1967 — 1971
High school diploma, General
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company November 2012 - Present
Skills
401 (K) Rollovers, Annuity Sales, Investments, Licensed Life Insurance..., Retirement Planning, Small Business
Education
UMass Boston 1998 — 2002
Master of Science (MS), Human Services Administration
SUNY Albany 1988 — 1993
Bachelor of Arts (B.A.), Psychology
Compass Group North America September 2013 - Present
New York Life Insurance Company March 2013 - September 2013
Eurest Dining Services November 2007 - February 2013
Skills
Licensed Life Insurance..., Protection..., Insurance, Annuity Sales, Estate Planning, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Wealth Preservation..., P&L, Recruiting, Chef, Menu Costing, Microsoft Excel, Food, Budgets, Restaurants, Food & Beverage, Management, Hospitality, Restaurant Management, Catering, Banquets, Cooking, HACCP, Customer Service, Budgeting, Hospitality Industry, Menu Development, Inventory Management, Life Insurance, Sanitation, Project Management, Training, Outlook, Wine
Education
Universidad de La Salle 1992 — 1998
Bachelor's degree, Business Administration and Management, General
La Nacional de Comercio
State Farm July 2015 - Present
Vertico Inc April 2015 - Present
New York Life Insurance Company October 2014 - January 2015
HealthMarkets, Inc. February 2011 - October 2014
Insphere Insurance Solutions February 2011 - December 2013
U.S. Census Bureau March 1999 - January 2001
Natural Resources Department January 1991 - 1995
Skills
Customer Experience, Relationship Marketing, Insurance, Retirement, Term Life Insurance, Property & Casualty..., Long Term Care Insurance, Long-term Care, Life Insurance, Disability Insurance, Whole Life, Universal Life, Licensed Life & Health..., Health Insurance, Small Business, Customer Service, Fixed Annuities, Brokers, Critical Illness, Retirement Planning, Accident, Health Savings Accounts, Employee Benefits, Medicare, Insurance Brokerage, Group Insurance, Financial Planning, Individual Health..., Permanent Life Insurance, Sales, Whole Life Insurance, Final Expense Planning, Final Expense Insurance, Leadership, Team Building, Administrative..., Buyer's Agent
Education
Universidad del Sagrado Corazón 1988 — 1992
Communications, Advertising
Gamma Communications August 2014 - Present
Equinox February 2014 - November 2014
NYLIFE Securities LLC August 2012 - January 2014
New York Life Insurance Company July 2010 - January 2014
Susan Blond, Inc. September 2009 - April 2010
Acme Safe Co. January 2009 - May 2009
Skills
Financial Planners, Retirement Planning, Life Insurance, IRAs, Roth IRA, Annuity Sales, Long Term Care Insurance, Lead Generation, Business Development, Email Marketing, Nonprofits, Estate Planning, Fixed Annuities, Retirement, Securities, Insurance, Facebook, Financial Services, Social Media, Sales, Financial Planning, Finance, Marketing
Education
Ramaz
TABC
University at Albany, SUNY
Bachelor's, Communication and Business Management
Texas International Resources October 2014 - Present
SWBC January 2014 - October 2014
USAA 2010 - 2013
USAA 2008 - 2010
USAA 2007 - 2008
New York Life Insurance Company 2006 - 2007
Edward Jones 2002 - 2006
Helmerich & Payne 2000 - 2002
Helmerich & Payne 1998 - 2000
US Navy 1994 - 1998
Skills
Investments, Product Management, Strategic Financial..., Wealth Management, Leadership, Risk Management, Process Improvement, Insurance, Series 7, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Estate Planning, Investment Advisory, Analysis, Financial Modeling, Fixed Annuities, Team Leadership, Business Strategy, Investment Strategies, Underwriting, Financial Advisory, Operations Management, Finance, Financial Services, Certified Financial..., Financial Planners, Wealth, Life Insurance, Securities, Asset Management, Portfolio Management, Series 65, 401k, Investment Management, IRAs, Series 24, Series 63, Uniform Combined State..., FINRA, Wealth Management..., Personal Finance, Corporate Finance, Strategic Planning, Financial Analysis, Strategic Communications, Financial Planning
Education
University of La Verne 2000 — 2002
MBA, Leadership & Management
United States Naval Academy 1990 — 1994
BS, Engineering - Naval Architecture
Accion San Diego May 2015 - Present
Accion San Diego January 2013 - Present
New York Life Insurance Company July 2011 - December 2012
Hispanic Chamber of Commerce Montgomery County August 2009 - July 2011
Buena Gente LLC January 2003 - June 2011
Skills
Nonprofits, Fundraising, Leadership, Event Planning, Entrepreneurship, Insurance, Small Business, Strategic Planning, Community Outreach, Community Development, Retirement, Program Management, Management, Budgets, Social Media, Publishing, Public Speaking, Spanish, Mutual Funds, Financial Analysis, Non-profits, Marketing, Business Planning, Grant Writing, Accounting, Public Relations, Loans, Spanish-English, Credit, Proposal Writing, Policy, Analysis, Leadership Development, Strategic Communications, Economics, Training, Strategy, Executive Management, Organizational..., Coaching, Grants, Government, Commercial Lending, Event Management, Finance, Banking, Fixed Annuities, Public Policy, Team Building, Small Business Lending
Education
University of Puerto Rico
BBA, Accounting
eFusion Partners LLC/Delphi Strategic Staffing LLC March 2012 - Present
National Sports Academy September 2014 - May 2015
Barker Consulting Partners September 2012 - September 2014
CalibraxKPI September 2012 - August 2014
New York Life Insurance Company October 2011 - March 2012
Union College September 2008 - June 2011
Skills
Administrative..., Microsoft Excel, Data Entry, Customer Service, PowerPoint, Spreadsheets, Microsoft Office, Microsoft Word, File Management, Research, MS Excel Pivot Tables, New Business Development, Marketing Strategy, Recruiting, Interviews, Management, Social Media, Facebook, Business Development, Analysis, Marketing
Education
Union College 2007 — 2011
BS, Chemistry and Classics
New York Life Insurance Company June 2014 - Present
National Income Life Insurance October 2011 - May 2012
IOM January 2003 - January 2008
Globe Institute of Technology January 2004 - January 2005
Skills
Public Relations, Customer Service, Public Speaking, Marketing, Project Management, Social Media Marketing, Strategic Planning, Employee Benefits
Education
United States International University
Bachelor of Science, Business Administration
Transamerica Financial Advisors, Inc Transamerica Financial Group Division December 2013 - Present
World Financial Group (WFG) December 2013 - Present
Randstad January 2013 - December 2013
The Limu Company March 2012 - July 2013
Sanford Brown Institute October 2011 - April 2012
Primerica January 2009 - March 2012
The Brumos Companies June 2004 - October 2008
New York Life Insurance Company June 2007 - March 2008
Skills
Training, Team Building, Sales, Management, Leadership, Customer Satisfaction, Recruiting, Time Management, Public Speaking, Business Development, Customer Service, Interviews, Insurance, Social Networking, Strategic Planning, Small Business, Outlook, Finance, Personal Development, Public Relations, Microsoft Excel, Microsoft Word, Team Leadership, Marketing, Account Management, Employee Benefits, Staff Development, Business Networking, Networking, Financial Analysis, Leadership Development, Analysis, Customer Retention, Negotiation, Entrepreneurship, Business Planning, New Business Development, Cold Calling, Marketing Strategy, Prospecting Skills, Sales Presentations, Microsoft Office, Sales Management, Accounting, Communication
Education
Universal Technical Institute of Texas Inc 2002 — 2004
Automotive Engineering Technology/Technician, 3.5 GPA
New York Life Insurance Company August 2015 - Present
Independent Management and Marketing Consulting Professional July 2009 - Present
Uniritter 2011 - 2014
UFRGS January 2010 - June 2012
English for Professionals 2010 - 2012
Gerdau S.A. January 2007 - February 2009
TIM March 2006 - December 2006
Johnson Controls Automotive July 2005 - December 2005
Skills
Personal Finance, Financial Planning, Retirement Income..., Long-term Care, Life Insurance, Annuity Sales, Business Strategy, Management, Management Consulting, Strategic Planning, Marketing Strategy, Marketing, Market Research, Organizational..., Coaching, Teaching, Portuguese, English, Spanish, Team Leadership, Business Planning, Human Resources, Business Intelligence, Change Management, Strategy, Market Planning, Training, Leadership
Education
Universidade Federal do Rio Grande do Sul 2010 — 2012
Master's Degree, Marketing
Universidade Federal do Rio Grande do Sul 2003 — 2007
BA, Business Management
Independent November 2014 - Present
New York Life Insurance Company December 2012 - October 2014
Education
Universidad Nueva Esparta 1991 — 1995
New York Life Insurance Company June 2014 - Present
Skills
Coaching, Investment Properties, Accounting, Strategic Planning, Sellers, Residential Homes, Loans, Business Planning, Fixed Annuities, Investments, Life Insurance, Networking, Referral Network, Retirement Savings, Term Life Insurance, Whole Life, Finance
Education
Universidad Metropolitana 1998 — 2002
Business Administration and Management, General
Cupey Maria Montessori 1984 — 1998
New York Life Insurance Company July 2012 - Present
Skills
Retirement Planning, Retirement, Life Insurance, Disability Insurance, Fixed Annuities, Customer Service, Public Speaking
Education
Union College 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Niskayuna High School 2003 — 2007
New York Life Insurance Company March 2007 - Present
Green Guys, Inc. (Property Maintenance & Lawn and Landscape) November 2003 - Present
Bankers Life and Casualty September 2005 - March 2007
I.C.I. Franchises Inc. August 2001 - October 2003
Clinique February 1989 - August 2001
Crofton Moore October 1999 - July 2001
Oxford Development Properties Inc. March 1997 - September 1999
Di Prima, Macri, Piccolino S.E.N.C. March 1994 - March 1997
Skills
Disability Insurance, Investments, Business, Fixed Annuities, Long Term Care Insurance, Life Insurance, Estate Planning, Insurance, Investment Strategies, Retirement, Small Business, Sales, Securities, Long-term Care, Mutual Funds, Term Life Insurance, Financial Services, Health Insurance, Marketing, Finance, Strategy, Leadership, 401k, IRAs, Retirement Planning, Whole Life, Series 6, Accident
Education
O'Sullivan College of Montreal 1993 — 1996
Paralegal
Université du Québec à Montréal 1990 — 1991
Administration - Projet 90
College de Rosemont 1988 — 1990
Human Science, Law
Citizens Bank April 2014 - Present
New York Life Insurance Company November 2013 - Present
Cerebral Palsy January 2008 - Present
Bostons Best Cruises May 2012 - May 2013
Westfield State University 2009 - 2013
Skills
Healthcare, Community Outreach, Public Speaking, Higher Education, Research, PowerPoint, Facebook, Nonprofits
Education
Westfield State University 2009 — 2013
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
University of Florence 2012 — 2012
Axalta Coating Systems May 2014 - Present
Hay Group July 2013 - May 2014
Hay Group October 2011 - July 2013
BB&T April 2010 - May 2011
New York Life Insurance Company August 2009 - January 2010
Abasto Magazine May 2009 - August 2009
The Hayes Group International Inc. May 2008 - July 2008
Skills
Microsoft Office, Data Analysis, Analysis, Project Management, Microsoft Excel, Organizational..., Marketing, Strategic Planning, PowerPoint, Deferred Compensation, Spanish, Human Resources, Employee Benefits, SEC filings, S-1, Proxy Statements, Pre-IPO, IPO, Compensation
Education
Wake Forest University 2005 — 2009
Spanish, Spanish for Business
Universidad de Salamanca 2008 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
New York Life Insurance Company
Skills
Long-term Care, Insurance, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Strategic Financial...
Education
SUNY Albany
The Ursuline School-New Rochelle,NY
New York Life Insurance Company January 2012 - July 2013
Bankers Life and Casualty August 2011 - December 2011
Med Staff On-Call September 2008 - July 2010
Skills
Market Research, Microsoft Office, Training, Financial Analysis, Management, Investments, Sales, Marketing, Start-ups, Poker, Online Poker, Insurance
Education
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Masters, International Business
University of Florida 2009 — 2010
Masters, International Business
University of Florida 2004 — 2008
BS, General Business, Spanish
Lecanto High School
Orange and Rockland Utilities, Inc. April 2012 - Present
Epicor Software Corp April 2007 - December 2011
New York Life Insurance Company September 2000 - April 2007
IBM Global Business Process Services January 1997 - September 2000
Education
Union Theological Seminary 1992 — 1995
Masters of Divinity
University of Pennsylvania 1986 — 1990
B.A., Mathematics
New York Life Insurance Company May 2011 - Present
National Hispanic Sales Network (NHSN) October 2010 - October 2011
Life Source June 2005 - May 2010
Saint Joseph Hospital- Chicago September 2000 - March 2005
Skills
Long Term Care, Buy-sell Agreements, Personal Planning, Estate Planning, Fixed Annuities, Term Life Insurance, Customer Service, Public Speaking, Insurance, Customer Relations, Excel, PowerPoint, Financial Planning
Education
Universidad del Sagrado Corazón 1984 — 1987
Liberal Arts, English, Arts, Economics
Westwood College-Dupage
Business Administration, Finance, Accounting, Economics
Juvenile Diabetes Research Foundation - Central Jersey Chapter September 2014 - Present
Juvenile Diabetes Research Foundation July 2011 - September 2014
Jersey Shore Triathlon Club November 2011 - December 2012
New York Life Insurance Company July 1989 - March 2000
Skills
Social Media, Marketing Strategy, Strategic Planning, Public Speaking, Marketing, Advertising, Copywriting, Blogging, Strategy, Online Marketing, Budgets, Team Building, Online Advertising
Education
SUNY Albany 1985 — 1989
Bachelor of Arts (B.A.), Business/Corporate Communications
New York Life Insurance Company August 2014 - Present
Turkcell December 2012 - December 2013
Efes Pilsen January 2011 - January 2012
Valkyrie Trade & Marketing January 2010 - January 2011
Skills
Drawing, Account Management, Sales Management, Brand Management, Brand Development, Viral Marketing, Social Media Marketing
Education
Uludağ Üniversitesi 2008 — 2013
Master of Education (MEd), French Language Teacher Education
Baku Slavyan Universteta 2006 — 2008
Russian Language and Literature
New York Life Insurance Company March 1993 - Present
Skills
English, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Life Insurance, General Insurance, Term Life Insurance, Health Insurance, Insurance, Business Planning, Customer Service, Disability Insurance, 401k, Finance, Financial Analysis, Financial Planners, Long-term Care, Public Speaking, Retirement, Retirement Planning, Risk Management, Series 6, Team Building, Financial Planning
Education
Universidad Iberoamericana, Ciudad de M
Mechanical and Electrical Enginearing
Universidad Iberoamericana, Ciudad de México
Mechanical & Electric Engineer, master degree in Mathematics
CoAdvantage October 2012 - Present
New York Life Insurance Company February 2012 - October 2012
Paychex May 2005 - April 2011
Sprint PCS and T-Mobile July 1997 - May 2005
US. Surgical May 1992 - July 1997
Electronic Data Systems October 1988 - May 1992
US Army May 1985 - July 1988
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Long-term Care, Retirement, Disability Insurance, Term Life Insurance, Insurance, Estate Planning, Health Insurance, Employee Benefits, Mutual Funds, Investments, Strategic Financial..., Cold Calling, Sales, Financial Services, Salesforce.com, Sales Presentations, Customer Service, Management
Education
United States Military Academy at West Point 1981 — 1985
Bachelor of Science (B.Sc.), European History
Fidelity Investments April 2015 - Present
New York Life Insurance Company November 2014 - April 2015
University of New Hampshire January 2014 - May 2014
University of New Hampshire January 2014 - May 2014
Northwestern Mutual April 2013 - October 2013
Hannaford Supermarkets December 2008 - December 2012
University of New Hampshire May 2012 - June 2012
University of New Hampshire May 2011 - May 2012
Skills
Spanish-speaking, Friendly Personality, Networking, Microsoft Excel, Leadership, Economics, Entrepreneurship, Time Management, Organization, Risk Management, Finance, Microsoft Word, Teamwork, Spanish, Retirement, Life Insurance, Annuity Sales
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (B.S.), Economics
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor of Science (B.S.), Economics
Pinkerton Academy
Orthodox Church in America June 2015 - Present
Travis Manion Foundation May 2014 - April 2015
Travis Manion Foundation November 2013 - April 2014
New York Life Insurance Company September 2010 - October 2013
ANSYS March 2003 - January 2009
Motiva Software 1999 - 2000
LMS International 1995 - 1999
PDA Engineering 1985 - 1995
Skills
Sales Management, Enterprise Software, Marketing, Sales, Selling Skills, Program Management, Solution Selling, SaaS, Business Development, Strategic Partnerships, Product Management, Start-ups, Pre-sales, Product Launch, Product Marketing, Sales Process, Direct Sales, Team Leadership, Leadership, Management, Salesforce.com, Leadership Development, Strategy, Account Management, Lead Generation, Sales Operations, Cross-functional Team..., Competitive Analysis, Selling, Executive Management, Professional Services, New Business Development, CRM, Cloud Computing, Business Strategy, Consulting
Education
University of Southern California 1975 — 1978
Master of Science (MS), Systems Management
United States Naval Academy 1969 — 1973
BS, Analytical Management
New York Life Insurance Company December 2011 - Present
AXA Advisors December 2010 - October 2011
Edward Jones February 2008 - December 2010
2008-2010 February 2008 - December 2010
First Niagara Bank June 2006 - August 2007
M&T Bank 2003 - 2006
Fleet Bank June 1999 - June 2003
M&T Bank January 2000 - January 2003
Fleet Bank 2000 - 2003
Fleet Bank January 1999 - January 2000
Education
University at Albany, State University of New York 1987 — 2009
B.A, Germanic Languages and Literatures
State University of New York at Albany 1987 — 1999
Ph.D
State University of New York at Albany 1987 — 1991
PhD
New York Life Insurance Company October 2009 - Present
Children's Sanctuary 2008 - Present
IHSAA March 2002 - Present
Avery Dennison 2005 - 2008
US Army May 1994 - October 2005
Skills
Healthcare, Insurance, Investments, Leadership, Life Insurance, Mental Health, Military, Process Improvement, Program Management, Psychology, Retirement Planning, Social Services, Strategic Financial..., Time Management, Training
Education
United States Military Academy at West Point 1990 — 1994
BS, Educational Psychology, Leadership, Systems Engineering
Reverse Mortgage Funding LLC November 2014 - Present
Urban Financial of America, LLC (UFA) July 2012 - August 2014
J. Noble & Associates Consulting Group, Inc. December 2009 - June 2012
MetLife Home Loans December 2010 - May 2012
Guardian First Funding Group March 2010 - October 2010
Senior Lending Network February 2002 - December 2009
AllianceBernstein August 1999 - February 2002
New York Life Insurance Company June 1996 - August 1999
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Reverse Mortgages, Retirement Planning, Business Strategy, Business Planning, P&L Responsibility, Holistic Financial..., Variable Annuities, Fixed Annuities, Immediate Annuities, Product Management, Innovation Management, IT Strategy, CRM Integration, Business Process..., Process Management
Education
University at Albany, SUNY 1992 — 1996
B.S. - Business Administration, Marketing and MIS
Veracity Forecasting and Analysis April 2015 - Present
Booz Allen Hamilton November 2013 - April 2015
Language Intelligence January 2004 - June 2013
University at Buffalo, Department of Geography September 2011 - May 2013
Securities America, Inc. Member FINRA/SIPC January 2011 - May 2012
New York Life Insurance Company May 2008 - January 2011
New England Financial April 2007 - May 2008
Skills
Strategic Planning, Research, Team Leadership, Quantitative Research, GIS, Strategic Financial..., Process Improvement, Strategy, Project Planning, Project Management, Public Speaking, Analysis, Access, Data Analysis, Leadership, Market Research, Training, Budgets, Requirements Analysis, Financial Analysis, Risk Management, Finance, Microsoft Excel, Management, Microsoft Office, Sales, Teamwork, Time Management, Economics, Spanish, PowerPoint, Teaching, Nonprofits, International Relations, Policy, Statistics, Program Management, SPSS, Networking, Proposal Writing, Insurance, Recruiting, English, Marketing, Employee Benefits, Social Networking, Outlook, Microsoft Word, Human Resources, Talent Management
Education
State University of New York at Buffalo 2011 — 2013
M.A, Geography, Economic & Population, 3.6
Universidad de Salamanca 2011 — 2011
Spanish, Geography, 3.8
State University of New York at Buffalo 2010 — 2011
B.A Social and Behavioral Science, Population and Economic Analysis, 3.6
Erie Community College 2005 — 2007
AAS, Criminal Justice and Law Enforcement Ethics
New York Life Insurance Company June 2014 - Present
AXA Equitable January 2012 - June 2014
Superior Mortgage May 2007 - July 2011
U-VANTAGE HOME LENDING May 2006 - May 2007
Skills
401k Rollovers, 403 b, Fixed Annuities, Variable Annuities, Indexed Annuities, Term Life Insurance, Stock Management, Outstanding..., Long Term Care Insurance, Retirement Planning, Social Networking, Cross Selling
Education
SUNY Albany 2002 — 2006
Bachelor of Business Administration (BBA), Economics
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company August 2012 - Present
Mary Blanchett & Associates, Inc. 2009 - 2013
Center for Nursing and Rehabilitation August 2001 - May 2008
Skills
Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Employee Benefits, Income Protection, Investments, LGBT Planning, Licensed in Long Term..., Mutual Funds, Personal Finance, supplements to Employee..., Succession Planning, Variable Annuities, Problem Solving, Seminar Marketing
Education
Central Michigan University 1992 — 1994
MSA, Health Service Administration
University at Albany, SUNY
Bachelor of Arts (B.A.), American History/Sociology
New York Life Insurance Company June 2012 - Present
Greater New York Insurance Companies March 2009 - May 2012
Skills
Health Insurance, Commercial Insurance, General Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Disability Insurance, Insurance Law, Umbrella Insurance
Education
State University of New York at Albany
Boeing July 2014 - Present
Boeing June 2011 - July 2014
University at Albany August 2008 - May 2011
Price Chopper Company October 2010 - December 2010
Federal Reserve Bank of New York May 2010 - August 2010
New York Life Insurance Company May 2009 - August 2009
Skills
IT Management, Windows 7, Operating Systems, Training, Quality Assurance, Microsoft Office, Business Process, Project Planning, Java, JavaScript, Relational Databases, C++, VBA, Eclipse, Visio, SQL, HTML, Ruby, Ruby on Rails, Agile Methodolgy, Troubleshooting, Network Technology, Systems Analysis, Project Management, Process Improvement, Linux, Integration, Microsoft SQL Server, Visual Basic, SDLC, Windows, Testing, Management, Agile Methodologies, Software Documentation, CSS, Databases, Access, Database Design, Unix, Data Analysis, MS Project, Requirements Analysis, SharePoint, Information Technology, Program Management, Analysis, Windows Server, System Administration, Business Analysis
Education
State University of New York at Albany 2007 — 2011
Bachelor's Degree, Business Administration; IT Management; Minors in Computer Science and Information Science, Magna Cum Laude
Clarkstown High School North 2004 — 2007
High School
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company October 2005 - Present
New York Life Insurance Company October 1993 - October 2005
United States Marine Corps May 1988 - May 1993
Skills
Retirement Planning, Training & Development, Estate Planning, Financial Planning, Sales Management, Sales Skills Training, Sales Coach, Insurance Planning, Customer Acquisition, Customer Retention, Financial Planners, Strategic Financial..., Retirement, Sales, Employee Training, Training, Risk Management, Business Planning, Analysis, Management, Insurance, Financial Services, Investments, Selling Skills, Fixed Annuities, IRAs, Mutual Funds, Life Insurance, Sales Rep Training
Education
The American College 1993 — 2011
CFP, CLU, ChFC, CASL, CLF, Insurance and Financial Planning
United States Naval Academy 1984 — 1988
B.S., Aerospace Engineering
Archbishop Curley High School 1980 — 1984
New York Life Insurance Company October 2012 - Present
New York Life Insurance Company September 2009 - September 2012
Scarlet - Belgacom JV December 2008 - 2009
Qtel Global Networks May 2006 - October 2008
Admisys USA - Asysco Software January 2001 - December 2006
Admisys July 1995 - December 2000
Unisys Corporation January 1990 - September 1994
Unisys de Colombia 1989 - 1994
Skills
Financial Planning, Estate Planning, Wealth Preservation..., Business Development, Business Planning, Employee Benefits, Enterprise Software, Fixed Annuities, Forecasting, Insurance, Leadership, Management, Outsourcing, Product Management, Project Management, Data Center, Sales, Sales Operations, Software Development, Strategic Financial..., Team Leadership, Wealth, Integration, Professional Services, Strategy
Education
Universidad Distrital Francisco José de Caldas 1983 — 1989
engineering
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company September 2013 - February 2015
New York Life Insurance Company December 2010 - August 2013
New York Life March 2008 - December 2010
Skills
Talent Acquisition, Coaching, Financial Recruiting, Agent Development, Recruiting, Leadership Development
Education
Universidad Tecnológica de México 1994 — 1999
Bachelor's, Economics
MassMutual Greater Long Island April 2006 - Present
New York Life Insurance Company March 2004 - April 2006
MetLife Financial June 1998 - March 2004
Skills
Disability Insurance, Long Term Care Insurance, Financial Planners, Personal Finance, Training, Fixed Annuities, Retirement, Long-term Care, Term Life Insurance, Retirement Planning
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lamb's Tire and Automotive November 2014 - Present
Johnson Sewell Ford Lincoln June 2012 - November 2014
New York Life Insurance Company April 2008 - June 2012
BMW of Austin January 2005 - April 2008
HOMESTAR MORTGAGE April 2003 - January 2005
Skills
Investments, Insurance, IRAs, Securities, Small Business, Financial Analysis, Life Insurance, Customer Service, Fixed Annuities, Employee Benefits, Wealth Management, Team Building, Strategic Financial..., Investment Advisory, Retirement Planning, Finance, Budgets, Strategic Planning, Management, Mutual Funds, Sales, Marketing, Long-term Care, Portfolio Management, Whisky, Gunsmithing, Customer Relations, Financial Planning, Automotive, Automotive Repair, Automotive Sales..., Public Speaking, Sales Management
Education
Universal Technical Institute of Arizona Inc 1988 — 1990
Associate's Degree, Automotive
El Segundo High School 1984 — 1988
High School, General Studies
PRC Marketing Corporation May 2012 - Present
Penco Products, Inc. August 2009 - May 2013
New York Life Insurance Company December 2007 - August 2009
EFG Marketing Solutions July 2006 - July 2007
Skills
PA Life insurance..., French, Microsoft Office, Creole, Fluent English, SAP, English, Marketing Strategy, Marketing, Sales, Management, Recruiting, CRM, Cold Calling, Public Relations, Finance, New Business Development, Team Building, Team Leadership, PowerPoint, Microsoft Word, B2B, Product Marketing, Financial Analysis, Social Media Marketing, Advertising
Education
Université de Nantes 2001 — 2006
Master's degree, Finance - Marketing
P.C.S.C.M.
New York Life Insurance Company November 2012 - Present
Noble Associates, LLC May 2011 - September 2012
Howard Schaffer Media Marketing January 2011 - June 2011
Howard Schaffer Media Marketing January 2011 - May 2011
Pop Chips June 2010 - August 2010
Lighthouse Specialty Brokers Inc May 2009 - August 2010
Skills
Media Relations, Press Releases, Social Media, Public Relations, Social Networking, New Media, Cision, Editing, Marketing Communications, Microsoft Office, Publicity, Vocus, Customer Service, Event Management, PowerPoint, Public Speaking, Copywriting, Facebook, Microsoft Excel
Education
State University of New York at Albany 2007 — 2011
Bachelor of Arts (BA), Communication and Media Studies
University at Albany, State University of New York 2007 — 2011
Bachelors Degree of Arts recipient, Rhetoric & Communication
Accenture March 2014 - Present
Jewish Genealogy Society of Long Island January 2014 - Present
Jewish Genealogy Society of Long Island June 2012 - Present
Jewish Genealogy Society of Long Island January 2013 - December 2013
New York Life Insurance Company June 2005 - July 2011
TIAA-CREF June 1999 - April 2005
Mutual of America January 1995 - June 1999
Metropolitan Life Insurance Company August 1989 - January 1995
AXA Equitable June 1987 - August 1989
Skills
APL, Access, Excel, PTS, Word, Microsoft Office, Outlook, Lotus Notes, Actuarial, Insurance, Annuity, Mathematics, Annuities, Actuarial Science, Fixed Annuities, Microsoft Excel, Management, Program Management, Microsoft Word, Pricing, Investments, Analysis, Finance, Financial Risk, Risk Management, Financial Analysis
Education
State University of New York at Albany 1984 — 1987
B.S., Mathematics, Computer Science
Lincoln Heritage Life Insurance Company December 2014 - Present
New York Life Insurance Company 2013 - June 2014
Travelex 2012 - 2013
Skills
Long Term Care Insurance, Financial Analysis, Tax Diversification, College Funding..., Fixed Annuities, Life Insurance, Small Business, Public Speaking, Strategic Communications, Music, Estate Planning, Retirement Planning, Insurance, Retirement, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Adult Education, Pensions, Income Protection, Employee Benefits, Permanent Life Insurance, Event Hosting, Seminar Planning, Visual Arts, Visual Communication, Term Life Insurance, Community Outreach, Community Service, Disability Insurance, Universal Life, Wealth, Whole Life, Tax, Customer Service, Team Building, Team Leadership, Management
Education
NYLIC U. 2013 — 2014
Finance and Financial Management Services
Union County College
New York Life Insurance Company December 2011 - Present
Natrona County School District #1 August 2009 - May 2011
Natrona County School District #1 August 2006 - August 2009
Skills
Life Insurance, Licensed Life Insurance...
Education
Union College 1982 — 1984
Bachelor's degree, English/Language Arts Teacher Education
Pittsford Mendon High School 1976 — 1980
Creative Financial Group of NJ May 2011 - Present
TFS May 2009 - May 2011
New York Life Insurance Company November 2006 - April 2009
Education
Cal-Poly San Luis Obispo 1975 — 1978
Accounting
US Naval Academy 1973 — 1975
State Farm Agent February 2015 - Present
Arrow Truck Sales August 2010 - February 2015
Fette Ford December 2008 - August 2010
New York Life Insurance Company December 2007 - December 2008
The Great Indoors September 2005 - December 2007
Skills
Sales, Training, New Business Development, Merchandising, Sales Presentations, Purchasing, Social Media, Public Relations, Public Speaking, Microsoft Office, Inventory Management, Cold Calling, Research, Microsoft Word, Leadership Development, Leadership, Budgets, Time Management, Competitive Analysis, Management, Customer Satisfaction, Negotiation, PowerPoint, Event Planning, Team Leadership, Social Networking, Key Account Management, Team Building, Cross-functional Team..., Human Resources, Direct Sales, Forecasting, Vehicles, Sales Management, Customer Retention, Marketing Strategy, Coaching, Outlook, Strategic Planning, Marketing, Sales Process, Microsoft Excel, Event Management, Customer Service, Operations Management, Contract Negotiation, Sales Operations, Account Management, System Administration, Lead Generation
Education
Union County College 2010 — 2013
Business Administration, Management and Operations
PAHS 1998 — 2002
I & T Capital LLC June 2013 - Present
Charlotte Russe October 2010 - Present
The Schooner Restaurant June 2011 - Present
New York Life Insurance Company June 2012 - August 2012
Skills
Accounting, Finance, Marketing, Sales, Customer Service, Microsoft Office, Time Management, Microsoft Word, Leadership, Microsoft Excel, Social Media, Teamwork, PowerPoint, Quickbooks
Education
SUNY Albany 2009 — 2013
New York Life Insurance Company April 2010 - Present
Skills
First Time Home Buyers, Foreclosures, Referrals, Sellers, Selling, REO, Loans, Investments, FHA, Mortgage Lending, Real Estate, Short Sales, Investment Properties, Refinance, Investors, Listings, Mortgage Banking, Sales, New Home Sales
Education
Università degli Studi di Palermo 1991 — 1993
foreign languages
University of Oxford 1991 — 1991
speech and debate
New American Funding October 2013 - Present
Caliber Funding September 2012 - October 2013
Affordable American Insurance February 2011 - November 2012
New York Life Insurance Company October 2011 - September 2012
Young LIfe 2003 - 2012
Nextage Realty November 2009 - August 2011
Panamerican Mortgage December 2009 - May 2010
realestate.com 2008 - 2009
Approval Mortgage 1995 - 2008
keller williams 2001 - 2002
Skills
Real Estate, Investment Properties, First Time Home Buyers, Investors, Short Sales, Foreclosures, FHA, Sellers, Residential Homes, Real Estate Transactions, Condos, Buyer Representation, Single Family Homes, Mortgage Lending, Customer Service, Contract Negotiation, Sales, Leadership, Loans, Loan Origination, Referrals, Commercial Real Estate, Real Property, Brokerage, Buyers, Refinance, Property, New Home Sales, HUD, Small Business, Real Estate Economics, Property Management, USDA, Real Estate Financing, Selling, Investments, Real Estate Development, Residential Mortgages, Construction Loans, Mortgage Banking, Townhomes, New Homes, Listings, FHA financing, VA loans, Rentals, Seniors, VA Loans
Education
Universidad Autonoma de Guadalajara 1984 — 1988
Civil Engineer
Universidad Autónoma de Guadalajara 1984 — 1988
Engineer, Civil Engineer
New York Life Insurance Company
Skills
Financial P, Retire, Financial Security, Tax Savings, College Pla, Life Ins, Business Owners
Education
University at Albany, SUNY
AT&T June 2015 - Present
T. Howard Foundation - Diversity in Media June 2014 - Present
New York Needs You June 2013 - June 2015
Department of Residential Life February 2013 - June 2015
AT&T June 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
NYS Center for Information Forensics and Assurance September 2012 - May 2013
INROADS January 2012 - August 2012
Skills
Team Leadership, Public Relations, Public Speaking, Marketing Communications, Motivational Speaking, Leadership, Advertising, Market Research, Recruiting, Marketing Strategy, Business Planning, Sales, Research, Training, Strategy, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
State University of New York at Albany 2012 — 2016
Bachelor's of Science, Business Administration, Marketing/Marketing Management
New York Life Insurance Company October 2014 - Present
EXPRESS August 2014 - October 2014
Spotlight Group, Inc. June 2014 - August 2014
Foreign Exchange Clothing July 2013 - June 2014
Bellagala September 2013 - January 2014
U Card Office- University of Minnesota Twin Cities June 2012 - September 2012
Plymouth Rock Camping Resort June 2011 - August 2011
Skills
Visual Merchandising, Sales, Merchandising, Marketing, Social Media, Social Media Marketing, Photoshop, Marketing Communications, Customer Service, Public Relations, Strategy, Adobe Creative Suite, Marketing Research, Conversant in French..., Strategic Thinking, Analytical Skills, Life Insurance, Payment Systems, Term Life Insurance, Permanent Life Insurance, Direct Marketing, Event Marketing Strategy
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (BS), Retail Merchandising
Université Paul Valéry (Montpellier III) 2013 — 2013
French Language and Culture
New York Life Insurance Company April 2015 - Present
Education
John F. Kennedy High School 2004 — 2007
High School, Liberal Arts and Sciences/Liberal Studies
State University of Farmingdale
Computer Science and Networking
University at Albany, SUNY
History
New York Life Insurance Company March 2015 - Present
Skills
Business Services....
Education
Universidad de Guadalajara 1966 — 1971
Accountant, Business Administration and Management, General
MassMutual NJ-NYC June 2014 - Present
The Founder Institute November 2014 - Present
NGLCCNY July 2014 - Present
Marriage Equality USA July 2013 - Present
Momentum Teens for Leadership June 2013 - Present
American Diabetes Association June 2013 - October 2014
New York Life Insurance Company September 2008 - December 2013
John Hancock Financial Network June 2006 - September 2008
Foresters August 2003 - June 2006
Waddell & Reed Financial Services 2000 - 2003
Skills
Leadership, Financial Services, Retirement Planning, Management, Insurance, Fixed Annuities, Finance, Leadership Development..., Coaching, Estate Planning, Marketing, Investments, Retirement, Life Insurance, Business Planning, Public Speaking, Financial Planning, Long-term Care, IRAs, Wealth Management, Financial Advisory, Mutual Funds, Securities, Financial Planners, Training, Portfolio Management, Nonprofits, Small Business, Personal Finance, Employee Benefits, Long Term Care Insurance, Strategic Financial..., Alternative Investments, Disability Insurance, Strategy, Wealth Accumulation, Investment Advisory, Asset Management, 401k, Series 63, Investment Strategies, Series 7, Asset Allocation, Pensions, Wealth, Investment Management, Fixed Income, Wealth Management..., Series 24, 401k Rollovers
Education
The University of Montana 1994 — 1998
Microbiology, Microbiology
Uniformed Services University of the Health Sciences 1996 — 1996
CONTOMS, Counter-Narcotics Tactical Operations: Medical Support
Deaconess Medical Center 1993 — 1993
Paramedic, Paramedic
New York Life Insurance Company June 2015 - June 2015
City Market Hotel Associates, LLC June 2014 - July 2014
Chick-fil-A December 2010 - June 2013
Skills
PowerPoint, Bilingual-English/Spanis..., Time Management, Teamwork, Leadership, Cashiering, Customer Service, Social Media, Social Networking, Professional Phone..., Microsoft Excel, Networking, Finance
Education
University of South Carolina - The Moore School of Business 2012 — 2016
BS, International Business & Finance
Universidad de Navarra 2015 — 2015
New York Life Insurance Company August 2014 - Present
Complete Packaging and Shipping Supplies,Inc. November 2010 - August 2014
Education
University at Albany, SUNY 2006 — 2010
BA, Psychology
New York Life Insurance Company May 2015 - Present
Forest Lawn Memorial Parks and Mortuaries February 2014 - October 2014
Skills
Public Speaking, Time Management, Community Outreach, Microsoft Office, Writing, Foreign Languages, Teaching, Psychology, Communication, Presentations, Research, Excel
Education
Université de Nantes / University of Nantes 2005 — 2006
Año Erasmus, Psicología
Universidad de Valencia
Licenciado en psicología
Heartland Institute of Financial Education September 2015 - Present
World Financial Group (WFG) September 2015 - Present
World Financial Group (WFG) September 2015 - Present
New York Life Insurance Company April 2015 - September 2015
World Financial Group (WFG) August 2014 - April 2015
Berkshire Hathaway HomeServices Northwest Real Estate January 2011 - August 2014
Inversiones Ral SAC February 2009 - December 2009
Zeus Maritime S.R.L. Shipping Agency & Brokering January 2008 - December 2008
Vision Tecnologia del Peru October 2004 - December 2007
Skills
Marketing, Real Estate, Investment Properties, Management, Sales, Social Networking, Negotiation, Social Media Marketing, Small Business, Email Marketing, First Time Home Buyers, Finance, Networking, Online Marketing, Short Sales, Sellers, Website Promotion, Database Marketing, Business Process, Contact Management, Prospecting Skills, Educational Technology, Real Estate Transactions, Foreclosures, Investors, Referrals, Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Income Protection, Strategic Planning, Team Building, Personal Finance
Education
Universidad Nacional Mayor de San Marcos 2004 — 2009
Bachelor's Degree, International Business Management
New York Life Insurance Company May 2015 - Present
New York Life September 2013 - May 2015
PepsiCo March 2011 - September 2013
PepsiCo March 2007 - March 2011
Yaeger Public Relations July 2006 - March 2007
New York State Assembly July 2004 - July 2006
Skills
Strategic Communications, Media Relations, Internal Communications, Press Releases, Strategy, Public Relations, Program Management, Corporate Communications
Education
University at Albany, SUNY 1999 — 2003
Bachelor of Arts, English and Communication
University at Albany, SUNY 1999 — 2003
English and Communications
New York Life Insurance Company June 2013 - Present
Alabama Commodores August 2012 - November 2013
Alabama A&M University July 2011 - June 2012
Elk River Treatment Program February 2011 - February 2012
Skills
Customer Service, Disability Insurance, Finance, Insurance, Investments, Leadership, Life Insurance, Microsoft Excel, Microsoft Office, Public Speaking, Sales
Education
Union University 2008 — 2010
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Virginia Tech 2006 — 2008
American Public University System
Master of Science (M.S.), Accounting
Tessenderlo Kerley, Inc. July 2015 - Present
New York Life Insurance Company August 2012 - March 2015
Hilton Worldwide January 2010 - May 2011
Raymond James Bank January 2002 - June 2006
Skills
Customer Service, Insurance, Microsoft Excel, Sales, Financial Services, Research, Marketing, Life Insurance, Negotiation, Microsoft Word, PowerPoint, Retirement, Management, English, Windows, Retirement Planning, 401k Rollovers, Estate Planning, HTML, Annuity Sales, Asset Protection, Protection..., Key Person Protection, Succession Planning, Finance, Loans, Strategic Planning, Public Speaking, Leadership
Education
Universidade Anhembi Morumbi 1989 — 1991
International Business, International Business
New York Life Insurance Company February 2014 - Present
AT&T Mobile Service March 2013 - January 2014
Aflac June 2012 - December 2012
Park Central Hotel, NY July 2011 - February 2012
Boca Raton Resort & Club February 2010 - March 2011
Hilton Hotel At Palm Beach Airport October 2008 - February 2010
TeaZen TeaBar July 2005 - April 2009
IBM Corp Boca Raton , Fl March 2001 - June 2005
Skills
Food & Beverage, Hotels, Hospitality, Food, Restaurants, Hospitality Industry, Resorts, Micros, Wine, Customer Service, Supervisory Skills, Scheduling, Sales, Budgets, Management, Time Management, Marketing Strategy, Strategic Planning, Team Building
Education
Universidad Dominicana O&M 1979 — 1982
Bachelor in Business Administration & Accounting, Business Administration and Management, General
LinguaLinx April 2014 - Present
Skidmore College September 2011 - Present
New York Life Insurance Company 2013 - 2014
St. Anne Institute March 2011 - December 2013
The Saratoga Hilton April 2011 - February 2013
GUILDERLAND HIGH SCHOOL August 2012 - November 2012
Popple Construction, Inc July 2011 - August 2012
Skills
Editing, Marketing, Recruiting, Research, Management, Business Development, Microsoft Excel, Microsoft Word, PowerPoint, Sports Coaching, Coaching Staff, Team Leadership, Public Speaking, Project Planning, New Business Development, Coaching, Customer Service, Social Media, Strategic Planning, Leadership
Education
State University of New York at Albany 2006 — 2010
Bachelor of Arts (B.A.), Documentary Production and Women Studies
James M. Coughlin 2002 — 2006
Diploma
Balistreri Realty June 2015 - Present
Regency Realty Services November 2013 - June 2015
New York Life Insurance Company November 2012 - November 2013
Keller Williams Realty Professionals Fort Lauderdale, Florida November 2011 - November 2012
Beachfront Realty, Inc. January 2009 - November 2011
Remax Partners January 2000 - January 2009
Beachfront Realty, Inc. November 1998 - January 2000
Skills
Condos, Foreclosures, Investment Properties, Real Estate, Sellers, Short Sales, Single Family Homes, Townhomes, Waterfront, Investors, First Time Home Buyers, Contract Negotiation, Sales, Listings, New Home Sales, Buyer Representation, Residential Homes, Real Estate Transactions, Negotiation, Marketing, Luxury, Commercial Real Estate, Small Business, Strategic Planning, REO
Education
Universidade Estácio de Sá
Bachelor of Laws (LLB), Law
New York Life Insurance Company December 2014 - Present
Centro Medico Dominicano, S. A January 1995 - September 2013
Skills
Teamwork, Building Relationships, Customer Service, Sales, 401k Rollovers, Annuity Sales, Business Insurance..., Education Funding..., Gifting Strategies, Income Protection, Life Insurance, Permanent Life Insurance, Protection Planning ..., Retirement Planning, Management, Microsoft Office, Planes de pensiones, Seguros de vida, Servicio de atención al..., Ventas
Education
Universidad Autónoma de Santo Domingo
Bachelor's Degree, Accounting
New York Life Insurance Company August 2015 - Present
Flying Arrow Estate January 2014 - Present
US Air Force August 2006 - January 2014
Skills
Air Force, DoD, Government Contracting, Security Clearance, Military, Military Experience, Military Operations, Defense, Top Secret, Foreign Military Sales, Defense Contracting, Federal Government, Leadership, Program Management, Source Selection, Government Procurement, National Security, Command, Defence Sector, Intelligence, Operational Planning, Project Management, Information Assurance, Aerospace, Government Acquisition, Military Logistics, FAR, Defense Sector, C4ISR, Life Insurance, Financial Services, Financial Planning
Education
United States Air Force Academy
Bachelor of Science (B.S.), Business Administration and Management, General
MI CASA CONSULTANTS, January 2012 - Present
New York Life Insurance Company 2010 - 2012
MI CASA MI PAIS . 2007 - 2012
MONTGOMERY MORTGAGE CAPITAL February 2005 - December 2007
NATIONAL WHOLASELE LENDING GROUP. January 2004 - November 2005
Skills
Finance, Mortgage Lending, Loans, Analysis, Credit, Investments, Financial Analysis, Insurance, Loan Origination, Export-Import, Import Logistics
Education
Union County College 2005 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company July 2014 - Present
Education
State University of New York at Albany
New York Life Insurance Company December 2014 - Present
Education
University at Albany, SUNY 1999 — 2003
BS Accounting, Accounting and Finance
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company August 2013 - February 2015
IAC 2006 - 2008
IAC 2001 - 2006
Quepasa Corporation September 1999 - December 2000
LEWIN & WILLS ATTORNEYS AT LAW 1995 - 1998
Skills
Strategic Planning, English, Public Relations, Project Management, Editing, International..., Program Management, Research, Budgets, Public Speaking
Education
Universidad de Los Andes 1992 — 1997
Attorney (Abogada) / Juris Doctor (Licensed in Colombia), Law (Derecho)
The Columbus School
New York Life Insurance Company August 2014 - Present
Skills
Risk Management, Retirement Planning, Life Insurance, Wealth Preservation..., 401k Rollovers, Annuity Sales, Investments
Education
State University of New York at Albany 2007 — 2010
Bachelor of Arts (B.A.), Sociology with a business minor
Dade Paper Company October 2012 - Present
Your Franchise Expert September 2011 - September 2012
Bunzl February 2008 - February 2011
Solo Cup Company July 1995 - February 2008
Employee Management Inc January 1994 - June 1995
James River April 1991 - October 1993
New York Life Insurance Company July 1986 - April 1991
Skills
Sales Management, Selling, National Accounts, Plastics, New Business Development, Sales, Pricing, Key Account Management, Trade Shows, Marketing, Management, Team Building, Marketing Strategy, Cold Calling, Strategic Planning, Sales Operations, B2B, Forecasting, Key Account Development, Income Statement, Purchasing, P&L Management, Account Management, Sales Process, Sales Presentations, Product Development, Inventory Management, P&L, Competitive Analysis, Direct Sales, Cross-functional Team...
Education
Union County College
Business Administration
Union County College
Business Administration
New York Life Insurance Company August 2015 - Present
Juzgado Quinto de Paz de San Salvador October 2003 - March 2015
Skills
Insurance
Education
Universidad Centroamericana 'José Simeón Cañas' 1996 — 2002
Bachelor of Laws (LL.B.), Criminal Justice/Law Enforcement Administration
New York Life Insurance Company January 2014 - Present
Appen Butler Hill, Inc April 2013 - Present
El Osceola Star April 2013 - April 2014
Pannoli International Gourmet October 2010 - September 2011
Cinesa 2005 - April 2010
Metacarpo Producciones January 2006 - November 2009
Cinesa July 2003 - October 2005
Skills
Public Relations, Social Media, Social Media Marketing, Marketing Communications, Advertising, Marketing, Video, Corporate Communications, Spanish, Copywriting, Life Insurance, Term Life Insurance, Lifetime Income..., Strategic Planning, Workshop Facilitation, Integrated Marketing, Business Development, Life Insurance..., Strategic Communications, Whole Life Insurance, Long Term Care Insurance, Business Networking, Business Planning, Facebook, Account Management, Post Production, Film, Documentaries, Income Protection, Screenwriting, Media Production, Entertainment, Project Management, Writing, Communication, Event Coordination, Television
Education
ALCO 2010 — 2011
ALCO 2010 — 2011
English as a Second Language Proficiency
Universidad Metropolitana (VE) 2004 — 2006
Especialista en Gerencia de Comunicaciones Integradas
Universidad Católica Andrés Bello 1996 — 2001
Lic. Comunicación Social
Practice Fusion January 2015 - Present
MyTime April 2014 - December 2014
MyTime May 2013 - December 2014
New York Life Insurance Company March 2013 - May 2013
Comcast SportsNet Bay Area August 2012 - December 2012
Nuwa Group LLC 2011 - 2012
Ross Recreation June 2008 - August 2008
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Advertising, Social Media Marketing, Illustrator, Event Planning, Public Speaking
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Universidad Autónoma de Querétaro 2009 — 2009
Spanish Language
Clicks.net April 2015 - Present
TECHQIE July 2014 - Present
New York Life Insurance Company September 2013 - July 2014
Linknik (Social Media/Content Aggregation Startup) August 2012 - June 2013
Union College February 2011 - June 2013
Albany Department of Audit and Control (County Comptroller) October 2012 - January 2013
Internal Revenue Service January 2011 - March 2012
New York Life Insurance Company June 2011 - August 2011
Skills
Marketing Strategy, Digital Marketing, Sales, Business Ethics, Content Marketing, Statistical Data..., Project Management, Start-ups, Business Development, Product Marketing, Business Intelligence, Relationship Marketing, Entrepreneurship, Strategic Planning, Web Design, Market Research, Regression Analysis, Blogging, Graphic Design, Social Media Consulting, WordPress, User Interface Design, User Experience Design, Viral Marketing, Islamic Finance, Social Entrepreneurship, Finance, Economics, Data Analysis, Financial Analysis
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Managerial Economics
New York Life Insurance Company February 2014 - January 2015
Givaudan February 2013 - November 2013
Givaudan November 2006 - February 2013
GlaxoSmithKline July 2001 - November 2006
Banesco February 1998 - June 2000
Skills
Marketing Strategy, Marketing, Sales, New Business Development, Strategy, Management, Team Leadership, Negotiation, Customer Service, Teamwork, Business Analysis, Business Strategy, Market Analysis, Product Development, Microsoft Office
Education
Universidad Metropolitana (VE) 2010 — 2011
International Business, Graduate Certificate
Universidad Metropolitana (VE) 2004 — 2005
Business and Marketing Management, Graduate Certificate
Universidad Central de Venezuela 1994 — 2000
Bachelor’s Degree, Business Administration
Universidad La Salle, A.C. 1986 — 1992
Mexico, DF, Preparatory and Advanced High School/Secondary
SourceHire January 2014 - Present
Aetna August 2010 - December 2013
New York Life Insurance Company May 2008 - June 2010
Banco Santander June 2005 - February 2008
Opel May 2003 - June 2005
Education
Universidad Autónoma de Madrid 1999 — 2003
CAIR-CA July 2011 - Present
New York Life Insurance Company April 2009 - June 2011
Skills
Community Outreach, Nonprofits, Fundraising, Spanish, Leadership, Public Relations, Social Networking, Event Planning, Event Management, Marketing, Customer Service, Community Development, Strategic Planning, Microsoft Office, Microsoft Excel, Outlook, Grant Administration, Public Speaking, Volunteer Management, Non-profits, Research, Social Media, Team Building, Management
Education
University of California, Irvine 2005 — 2008
Bachelors, International Studies & Sociology
Universidad Carlos III de Madrid 2006 — 2006
International Studies
Santiago Canyon Community College 2003 — 2005
Associates Degree
New York Life Insurance Company February 2013 - Present
The Booth Society May 2010 - Present
The Booth Society January 2010 - Present
Able Security Corp June 2011 - January 2012
Bedbathstore.com May 2010 - January 2011
Envy Lounge September 2008 - May 2010
J.C.R.C Contracting Corp. April 2009 - September 2009
J.C.R.C General Contracting Corporation May 2009 - August 2009
Elite Valet Parking Services May 2008 - August 2009
Skills
Sales and Management..., Strong Negotiator, MS Office Suite, Fire Alarm, Equipment Installation, Network Hardware, Lead Generation, Term Life Insurance, Long-term Care, Whole Life Insurance, Fixed Annuities, Equity Indexed Annuities, Annuity Sales, Variable Annuities, College Education..., College Savings Plans, Business Planning, New Business Development, Estate Planning, Tax Advisory, Voluntary Employee..., Individual Pension Plans, Pension Maximization, Strategic Planning, Burglar and Fire Alarm..., Microsoft Office, Management, Negotiation, Advertising, Social Networking, Time Management
Education
State University of New York at Albany 2005 — 2010
Bachelor Of Science, Business and Urban Studies
G.W Hewlett High School 2001 — 2005
High School Diploma, Business
DIVERSANT, LLC February 2015 - Present
DIVERSANT, LLC July 2014 - February 2015
The Hamels Foundation January 2014 - April 2014
CIEE Communications, New Media and Journalism Program September 2013 - December 2013
Fournier PR + Consulting June 2013 - August 2013
Five1Four9 Productions December 2012 - May 2013
New York Life Insurance Company May 2012 - January 2013
RuffaloCODY August 2010 - January 2012
Skills
Blogging, Public Relations, Press Releases, Management, Customer Service, Public Speaking, Recruiting, Social Networking, Event Planning, Fundraising, Catering, Proposal Writing, Social Media Advertising, Time Management, Hospitality, Talent Acquisition, Spanish
Education
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies, Spanish, Biology
Universidad de Sevilla 2013 — 2013
Communication and Media Studies
CDM Media August 2015 - Present
ZocDoc March 2015 - August 2015
Mimeo.com February 2014 - March 2015
International Crystal Laboratories September 2012 - February 2014
New York Life Insurance Company March 2012 - September 2012
Washington Tavern January 2006 - June 2010
Skills
Account Management, Customer Service, Sales Presentations, Trade Shows, Sales Process, Salesforce.com, Building Relationships, Business Relationship..., Order Processing, Insurance, Sales, Sales Order Processing, Product Demonstration, Customer Satisfaction, Sales Operations, Forecasting, Negotiation, CRM, Cold Calling, Direct Sales, B2B, Long Term Care Insurance, Life Insurance, Management, Marketing
Education
University at Albany 2005 — 2010
Bachelor of Arts (B.A.), Communications
Suffern High School 2001 — 2005
JPMorgan Chase August 2011 - Present
New York Life Insurance Company September 2006 - June 2011
New York Life Insurance Company 1994 - 2002
Skills
Financial Services, Insurance Risk..., Procurement, Strategic Sourcing, Corporate Insurance, Strategy, Insurance
Education
State University of New York at Albany
Bachelor of Arts (BA), Economics
Hofstra University 1995 — 1997
Master of Business Administration (MBA), Finance, General
New York Life Insurance Company April 2010 - Present
Merrill Lynch & Co., Inc. March 1993 - June 2008
Skills
CA-ACF2 Security, CA-CLEAN, ETF/A (Alternate UID &..., E-SRF reporting facility, Business Analysis, Data Security, Program Management, Testing
Education
Union County College 1989 — 1996
AAS, Business - CIS
St. Mary's of the Assumption H.S.
Medical Action Industries June 2014 - August 2014
New York Life Insurance Company June 2013 - August 2013
Old Navy September 2011 - March 2013
Skills
Visual Merchandising, Merchandising, Retail, Sales, Customer Service, Retail Sales, Facebook, Time Management, Store Management, Marketing, Social Media, PowerPoint, Social Networking, Inventory Management, Event Planning, Fashion, Microsoft Office, Loss Prevention, Social Media Marketing, Microsoft Excel
Education
University at Albany 2012 — 2016
Bachelor of Business Administration (BBA), Marketing/Management
Commack High School 2009 — 2012
Schneider Wallace Cottrell Konecky LLP August 2015 - Present
New York Life Insurance Company 2004 - 2007
Aon Consulting 2000 - 2004
Aon Corporation 2000 - 2004
Actuarial Sciences Associates 1994 - 2000
Skills
Mergers & Acquisitions, Employee Benefits, ERISA, Corporate Law, Mergers, Investment of Qualified..., Commercial Litigation, Legal Writing, Management, Analysis, Negotiation, Executive Pay, Due Diligence
Education
US Air Force Academy
Willis January 2015 - Present
Cafe Verde Imports, LLC 2011 - Present
Varsity Tutors LLC 2012 - Present
Max J. Pollack & Sons Insurance September 2013 - January 2015
Counting Sheep Coffee April 2013 - October 2013
Arthur J. Gallagher & Co. 2010 - 2010
New York Life Insurance Company May 2008 - August 2008
Skills
Spanish, German, Microsoft Excel, Social Media, Microsoft Office, Coffee, Educational Leadership, Social Networking, Event Management, Business Strategy, Market Research, Sales, Academic Tutoring, Management, Marketing Strategy, Marketing, Time Management, Microsoft Word, PowerPoint, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
BS, Business Administration
SUNY Albany 2006 — 2008
Lakeland Senior High School
Pohs Insurance School
Pohs Insurance School
University at Albany August 2015 - Present
New York Life Insurance Company April 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Windows 7, Windows XP, Windows Vista, Java, JavaScript, HTML, English, Quality Management, Team Building, Teamwork, UML, Outlook, Software Project..., CompTIA A+, Python, MongoDB, NoSQL, Software Development
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science (B.S.), Informatics
New Hyde Park Memorial High School
The Vignola Group 1988 - Present
New York Life Insurance Company 1988 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Leadership, Risk Management, Military, Annuity Sales, Buy-Sell Agreements, Communication, Customer Relations, Estate Planning, Key Person Insurance, Small Business, Term Life Insurance, 401(k) Rollovers, Account Management, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Charitable Giving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Legacies, Legacy Planning, LGBT Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Relationship Management, Retirement, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Contract Negotiation, Customer Service, Business Strategy, Licensed in Long-Term...
Education
United States Military Academy at West Point 1980 — 1984
BS, Engineering/Economics
Orchard Real Estate June 2012 - Present
New York Life Insurance Company May 2014 - Present
Schroders Investment Management February 2007 - May 2012
J. & W. Seligman & Company Inc. June 1997 - February 2007
Weil Gotshal and Manges October 1994 - June 1997
Skills
Talent Management, Recruiting, Employee Relations, Employee Benefits, International HR, Succession Planning, Performance Management, Deferred Compensation, Human Resources, Compensation & Benefit, Strategic Human..., Strategic Recruitment...
Education
State University of New York at Albany
BS, Economics
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company September 2009 - September 2014
New York Life July 2007 - September 2009
New York Life Insurance Company September 2005 - July 2007
New York Life Insurance Company December 2001 - September 2005
Skills
Variable Annuities, Microsoft Excel, Insurance, Fixed Annuities, Team Building, Customer Service, Research, Mutual Funds, Investments, Program Management, Retirement, Retirement Planning
Education
University at Albany, SUNY 1996 — 2000
New York Life Insurance Company March 2014 - Present
Skills
Team Leadership, Logistics Management, Leadership, Testing, Security Clearance, Project Planning, Operations Management, DoD, Management, Requirements Analysis, Systems Engineering, Earned Value Management, Project Management, Security, Government, Process Improvement, Engineering Management, Six Sigma, Program Management, Military, Supply Chain Management, Microsoft Office, Navy, Military Operations, Integration, Military Experience, Command, Operational Planning, Engineering, Logistics, Customer Service, Team Building, Analysis, Change Management, Budgets, Training, Strategic Planning, Readiness, Aviation
Education
United States Merchant Marine Academy 1971 — 1975
First Financial Group April 2011 - Present
Joint Service Academy Network Group 2010 - 2014
Joint Service Academy Network Group 2010 - 2014
New York Life Insurance Company January 2009 - April 2011
Small Business Owner, Advanced Safety Technologies January 2008 - January 2010
Saxon Mortgage, A Morgan Stanley Company 2006 - 2008
Fremont Investment and Loan 2003 - 2006
U.S. Naval Academy Foundation 1976 - 1980
Skills
Retirement, Insurance, Long-term Care, Business Planning, Fixed Annuities, Employee Benefits, Retirement Planning, Risk Management, Small Business, Finance, Succession Planning, Management, Portfolio Management, Strategic Financial..., Project Management, Business Development, New Business Development, Credit, Business Strategy, Account Management, Strategic Planning, Mutual Funds, Investments, Disability Insurance, Mergers & Acquisitions, Estate Planning
Education
Johns Hopkins University, Telecommunications Management, 2003 — 2005
Telecommunications Management
United States Naval Academy 1976 — 1980
Bachelor of Science, National Security Affairs, General Engineering
PWC 2013 - 2014
PWC 2013 - 2014
Towers Watson July 2007 - December 2012
Mercer Human Resource Consulting June 2005 - July 2007
Mellon Financial Corporation May 2004 - June 2005
William M. Mercer Incorporated November 1996 - May 2004
KPMG Peat Marwick January 1994 - November 1996
Deloitte & Touch December 1991 - January 1994
New York Life Insurance Company March 1989 - December 1991
Skills
Leadership, Insurance, Personnel Management, Change Management, Employee Benefits, Project Management, Strategy, Mergers & Acquisitions, Mergers, Due Diligence, Analysis, Training, Acquisition Integration, Organizational Design, New Business Development
Education
Union College 1983 — 1987
Bachelor of Arts, Economics and History
New York Life Insurance Company 2013 - Present
TD Securities (USA) LLC 2008 - 2012
Morgan Stanley 2007 - 2008
Moody's Investors Service 1998 - 2007
Dresdner Kleinwort Benson / Dresdner Bank AG 1997 - 1998
The Bank of New York 1993 - 1997
US Navy 1985 - 1990
Skills
Risk Management, Credit Risk, Credit, Hedge Funds, Insurance, Counterparty Risk, Leadership, Business Strategy, Capital Markets, Risk, Securities, Financial Analysis, Financial Risk, Fixed Income, Investment Banking, Portfolio Management, Securitization, Corporate Finance, Investments, Derivatives, Structured Finance, Banking, Mergers & Acquisitions, Credit Analysis, Private Equity, Trading, Equities, Financial Structuring, Relationship Management, Cash Management
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Economics
TD Ameritrade October 2010 - Present
New York Life Insurance Company June 2009 - September 2010
Insulation Depot - Framingham, MA May 2008 - February 2009
TD Ameritrade- Braintree,MA May 2005 - April 2008
Banc of America Investments- Boston,MA October 2002 - May 2005
Fidelity Investments- New York, New York September 1997 - October 2002
Fidelity Investments June 1994 - September 1997
Fidelity Investments August 1993 - June 1994
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 7, ETFs, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Retirement, Finance, Financial Services, Options, Securities, Strategic Financial..., Strategy, Trading, Financial Planning
Education
University at Albany, SUNY 1986 — 1991
BA, African American History
University at Albany, SUNY
African American History
New York Life Insurance Company October 1988 - Present
Education
SUNY Albany
Advanta Global Services February 2013 - Present
New York Life Insurance Company March 2010 - September 2012
Toyota Financial Services May 2007 - September 2008
Toyota Financial Services April 2005 - March 2007
Citi March 2004 - December 2004
Citi January 2002 - February 2004
Citi May 1999 - December 2001
CORPOVEN S.A (PDVSA subsidiare) September 1991 - June 1996
Skills
Marketing Management, Business Analytics, Direct Marketing, Social Media Marketing, Communication Skills, Pricing, Product Management, Market Research, Segmentation, Business Planning, Strategic Planning, Business Development, Market Planning, Competitive Analysis, Banking, Financial Services, Series 6, Financial Analysis, Analytical Skills, Flexibility, Adaptability, Microsoft Office, SPSS, SQL, Bilingual, MBA, Business Analysis, Marketing Strategy, Management, Forecasting, Leadership, Marketing, Sales, Analysis, Finance, Market Analysis, Portfolio Management, Executive Management, Program Management, Marketing Communications, Credit, Risk Management, Financial Risk, Project Management, Business Strategy, Investments, Relationship Management, Advertising
Education
IESA - Institute of Higher Studies in Business Administration 2004 — 2006
Postgrade, Specialization in Marketing
IESA - Institute of Higher Studies in Business Administration 1996 — 1998
Master, Master in Business Administration (MBA)
Universidad Metropolitana (VE) 1986 — 1991
Engineering, B.S. in System Engineering
New York Life Insurance Company February 2015 - Present
Securities America, Inc. Member FINRA/SIPC July 2014 - February 2015
Waddell & Reed July 2007 - December 2012
New York Life Insurance Company December 2001 - June 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Underwriting, Customer Service, Estate Planning, Variable Annuities, Series 7, Whole Life, Strategic Financial..., IRAs, Leadership, Property & Casualty..., General Insurance, Microsoft Office, Brokers, Investment Advisory, Claim, Commercial Insurance, Medicare, Long Term Care Insurance, Retirement Planning, Investments, Management, Recruiting, Financial Planning
Education
University of Delaware 1997 — 2001
Bachelor's Degree, Clinical Laboratory Science/Medical Technology
United States Military Academy at West Point 1996 — 1997
Chemistry
OppenheimerFunds May 2014 - Present
Citi November 2013 - May 2014
W. P. Carey & Co. LLC December 2011 - September 2013
New York Life Insurance Company March 2011 - December 2011
New York Life Insurance Company December 2008 - March 2011
Double Rock Corporation January 2008 - December 2008
Skills
Investments, Securities, Portfolio Management, Mutual Funds, Due Diligence, Fixed Annuities, Account Reconciliation, Sales, Financial Markets, FINRA, Financial Advisory, Series 7, Series 63, Account Management, Asset Allocation, Wealth Management, Alternative Investments, Financial Services
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, Communications & Rhetoric; Spanish & Business Administration
Centers for Medicare & Medicaid Services February 2005 - Present
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company 2015 - 2015
New York State Department of Health February 2000 - January 2005
Skills
Health Insurance, Medicare, Community Outreach, Medicaid, Healthcare, Public Speaking, Public Health, Government, Political Science, Health Policy, Affordable Care Act, Managed Care, Marketing, Health Education, Legislative Relations, Nonprofits, Policy, Grant Writing, Program Management, Program Development, Public Policy, Program Evaluation, Hospitals, Policy Analysis, Leadership
Education
State University of New York at Albany 1995 — 1999
Bachelor's degree, Human Biology
National Planning Corporation 2013 - Present
New York Life Insurance Company 2012 - January 2013
Fibria May 2007 - July 2012
Skills
Fixed Annuities, SAP, Finance, Insurance, Logistics, Retirement, Supply Chain Management, Customer Service, Microsoft Excel, Business Planning, Financial Advisory, Disability Insurance, Life Insurance, Wealth Management, Process Improvement, Business Analysis, Sales, Employee Benefits, Estate Planning, Excel, Customer Relations, Financial Services, Strategic Financial..., Portfolio Management, Supply Chain, Financial Analysis, Asset Allocation, Achieve Results, Customer Driven, Self-starter, Financial Planners, Mergers
Education
Universidade Estácio de Sá 1997 — 2002
bachelor, international relantionships
Colegio Pedro II
New York Life Insurance Company May 2014 - Present
New York Life Insurance Company September 2012 - Present
New York Life Insurance Company September 2003 - September 2012
Military Sealift Command June 2000 - October 2001
Skills
Leadership, Business Planning, Insurance, Retirement, Training, Investments, Analysis, Retirement Planning, Life Insurance, Disability Insurance, Strategic Planning, Fixed Annuities, Estate Planning, Financial Analysis, Banking, Finance, Term Life Insurance, Risk Management, Strategic Financial..., Wealth Management, Series 7, Series 63, IRAs, Long Term Care Insurance, Financial Advisory, 401k Rollovers, Buy-sell Agreements, 401k, Asset Management, CLU, Financial Planners, Key Person Protection, Mutual Funds, Roth IRA, Securities, Series 6, Wealth, Wealth Accumulation, Portfolio Management, Small Business, Annuity Sales, College Savings Plans, Financial Recruiting, Protection..., Series 24, Universal Life, Whole Life, Financial Planning
Education
U.S. Merchant Marine Academy 1995 — 2000
BS, Marine Transportation
United States Merchant Marine Academy 1995 — 2000
Marine Transportation
Cardinal Health April 2014 - Present
ARCOR Laser Services January 2004 - February 2006
New York Life Insurance Company November 1999 - January 2004
Skills
Strategic Planning, New Business Development, Sales Management, Account Management, Strategic Financial..., Process Improvement, Global Finance, Negotiation, Customer Service, Team Building, Marketing Strategy, Strategy, Salesforce.com, Sales Process, Sales, Finance
Education
United States Merchant Marine Academy 1996 — 1999
Engineering
St Johns Prep 1992 — 1996
Eagle Strategies LLC 2014 - Present
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company February 2013 - Present
EY September 2010 - February 2013
D/1-19 March 2009 - August 2010
Infantry Basic Officer Leadership Course August 2008 - November 2008
Basic Officer Leadership Course July 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, 401k Rollovers, Wealth Preservation..., Succession Planning, Key Person Protection, Protection..., Asset Protection, Gifting Strategies, Legacies, Multi-generational...
Education
United States Military Academy at West Point 2004 — 2008
B.S., Operations Research
New York Life Insurance Company
Skills
Insurance, Direct Marketing, Marketing Strategy, Account Management, Analytics, Marketing, Strategic Planning, Fixed Annuities, Email Marketing, Integrated Marketing, Competitive Analysis, Direct Mail, Digital Marketing, Lead Generation, SDLC, Team Building, Business Analysis, Market Research
Education
State University of New York at Albany 1990 — 1991
Bachelor of Science (BS)
US Navy Reserve April 2015 - Present
New York Life Insurance Company June 2015 - September 2015
US Navy July 2013 - February 2015
US Navy February 2013 - July 2013
U.S. Navy Reserve February 2010 - February 2013
Skills
Military, Leadership, Operational Planning, National Security, Navy, Military Operations, Nuclear Engineering, Readiness, Top Secret, Systems Engineering, C4ISR, Nuclear, Helicopters, Weapons, Strategic Planning, Organizational..., Government, Command, Special Operations, Team Building, Defense, Process Improvement, Security Clearance, Interagency Coordination, Engineering Management, Military Experience, Cross-functional Team..., DoD, Force Protection, Government Contracting, Information Assurance, Intelligence Analysis, Military Aviation, Electronic Warfare, Intelligence, Military Training
Education
US Naval Academy 1998 — 2002
BS, General Engineering
Alisam Transportation May 2014 - Present
East Texas Car & Truck August 2012 - March 2014
Doubletree Hotel November 2011 - November 2012
New York Life Insurance Company November 2010 - November 2011
Select Management Resources December 2007 - June 2010
Skills
Customer Service, Leadership, Spanish, Sales, Team Building, Hospitality, Management, Microsoft Office, Event Planning, PowerPoint, Event Management, English, Budgets, Training, Employee Relations, Teamwork, Inventory Management, Purchasing, Social Networking, Public Relations, Team Leadership, Public Speaking, Sales Management, Account Management, Forecasting, Microsoft Excel, Retail, Negotiation, Contract Negotiation, Certified Hotel..., Project Coordination
Education
University of Phoenix 2006 — 2010
Bachelor's Degree, Business and Management
Universidad de Puerto Rico 1988 — 1989
Foreign Language, French as a Third Language
Universidad de Puerto Rico 1976 — 1978
General Studies, General Courses
Dr Jose M Lazaro 1972 — 1976
High School diploma, High School/Secondary Diplomas and Certificates
Aerodynamics, Inc. May 2014 - Present
New York Life Insurance Company December 2013 - May 2014
CSC January 2012 - February 2013
US Navy June 1977 - December 1998
Skills
DoD, Military, Aviation, Security Clearance, Military Operations, Government Contracting, Operations Management, Program Management, Navy, Leadership, Public Speaking, Information Assurance, Military Experience, Top Secret, Personnel Management, Systems Engineering, Defense, National Security, Government, Intelligence, Organizational..., Operational Planning, Electronic Warfare, Command, Project Planning, Earned Value Management, Process Improvement, Project Management, Strategic Planning, Force Protection, Weapons, Leadership Development, Intelligence Analysis, Training, Team Leadership
Education
United States Naval Academy 1973 — 1977
Bachelor of Science (B.S.), Economics
Triche/Doverspike Financial Group,Inc. September 1986 - Present
Eagle Strategies, LLC September 1986 - Present
NYLIFE Securities LLC September 1986 - Present
New York Life Insurance Company September 1986 - Present
Skills
Retirement, Financial Services, Mutual Funds, Investments, Estate Planning, Fixed Annuities, Retirement Planning, Personal Finance, Account Management, 401(k) Rollovers, Business Exit Strategy, Asset Protection, Multi-Generational..., IRA Rollovers, Supplements to Employee..., Life Insurance, Legacy Planning, Wealth Preservation...
Education
United States Military Academy at West Point
University of Arkansas at Fayetteville
BSCE
New York Life Insurance Company September 2000 - Present
Education
United States Merchant Marine Academy 1993 — 1997
Bachelor's degree, Mechanical Engineering
Grant Thornton LLP October 2014 - Present
New York Life Insurance Company July 2013 - October 2014
Grant Thornton LLP October 2009 - July 2013
Compass Group North America Division January 2008 - August 2009
Tepper Associates January 2004 - January 2008
Skills
Sarbanes-Oxley Act, SAS70, Internal Controls, SSAE 16, IT Audit, Internal Audit, ITGC, Assurance, CISA, COSO, Financial Reporting, Accounting, Segregation of Duties, Risk Management, SOX 404, Enterprise Risk..., Auditing, Financial Risk
Education
University at Albany 2005 — 2009
BS, Accounting
New York Life Insurance Company September 2003 - Present
Education
SUNY Albany 1985 — 1989
Bachelor of Arts, Sociology
Art E Gernt Insurance, Inc. August 2012 - January 2013
Allstate September 2010 - August 2012
New York Life Insurance Company March 2008 - August 2010
Skills
Life Insurance, Health Insurance, Property & Casualty..., Employee Benefits, People Skills
Education
Union College (KY) 2005 — 2007
Business Administration and Management, General
Lenoir City High School 1998 — 2003