New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Robert Hobdy Robert Hobdy's New York Life Insurance Company Experience November 2014 - March 2015
Job Studying
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - March 2015
Logistics 2020, Inc September 2011 - January 2013
US Navy July 1999 - March 2011
Skills
Military, Training, Logistics, Weapons, Security Clearance, Military Experience, DoD, Force Protection, Operational Planning, Homeland Security, Logistics Management, Counterterrorism
Education
University of Alabama 2011 — 2014
Bachelor of Science (B.S.), Human Environmental Science
New York Life Insurance Company November 2014 - March 2015
Logistics 2020, Inc September 2011 - January 2013
US Navy July 1999 - March 2011
Skills
Military, Training, Logistics, Weapons, Security Clearance, Military Experience, DoD, Force Protection, Operational Planning, Homeland Security, Logistics Management, Counterterrorism
Education
University of Alabama 2011 — 2014
Bachelor of Science (B.S.), Human Environmental Science
Na（Jenna） Jia Na（Jenna） Jia's New York Life Insurance Company Experience October 2012 - February 2014
Job Modeler at Quicken Loans
Industry Banking
Experience
Quicken Loans February 2014 - Present
New York Life Insurance Company October 2012 - February 2014
Bank of China June 2011 - August 2011
Skills
Risk Management, Data Analysis, SQL, Matlab, Portfolio Management, Financial Modeling, SAS programming, R, English, Chinese, Databases, SAS, Financial Analysis, Business Analysis, Finance, Data Modeling, Derivatives, Forecasting, Analysis, Business Intelligence, Risk Analysis, SAS Programming
Education
State University of New York at Buffalo 2010 — 2012
Master's degree, Financial economics, 3.5
Yunnan University 2006 — 2010
Bachelor's degree, E-Commerce/Electronic Commerce, 3.6
Quicken Loans February 2014 - Present
New York Life Insurance Company October 2012 - February 2014
Bank of China June 2011 - August 2011
Skills
Risk Management, Data Analysis, SQL, Matlab, Portfolio Management, Financial Modeling, SAS programming, R, English, Chinese, Databases, SAS, Financial Analysis, Business Analysis, Finance, Data Modeling, Derivatives, Forecasting, Analysis, Business Intelligence, Risk Analysis, SAS Programming
Education
State University of New York at Buffalo 2010 — 2012
Master's degree, Financial economics, 3.5
Yunnan University 2006 — 2010
Bachelor's degree, E-Commerce/Electronic Commerce, 3.6
Michael Foxhall Michael Foxhall's New York Life Insurance Company Experience December 2013 - June 2014
Job Clothier at Metzger's Inc.
Industry Retail
Experience
Metzger's Inc August 2014 - Present
New York Life Insurance Company December 2013 - June 2014
Tom James Company January 2013 - December 2013
Skills
Sales, Social Media, Customer Service, Event Planning, Public Speaking, Tailoring, Research, Political Science, Advertising, Apparel, Textiles, Training, Life Insurance, Retirement Planning, Annuity Sales, Social Networking, Social Media Marketing
Education
University of Alabama 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Metzger's Inc August 2014 - Present
New York Life Insurance Company December 2013 - June 2014
Tom James Company January 2013 - December 2013
Skills
Sales, Social Media, Customer Service, Event Planning, Public Speaking, Tailoring, Research, Political Science, Advertising, Apparel, Textiles, Training, Life Insurance, Retirement Planning, Annuity Sales, Social Networking, Social Media Marketing
Education
University of Alabama 2008 — 2012
Bachelor of Arts (B.A.), Political Science
David Hannon's New York Life Insurance Company Experience 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company 2013 - Present
Skills
Small Business, Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Retirement, Finance, Life Insurance, Project Planning, Wealth Preservation..., Protection..., Licensed in Long Term..., Key Person Insurance, Grandchild Gifting, LGBT Planning, Supplements to Employee..., Buy-sell Agreements, Annuity Sales, Asset Protection, Lifetime Income..., Education Funding..., Financial Services, Investments, Term Life Insurance
Education
University of Alaska Anchorage 1999 — 2003
Bachelor of Arts (B.A.), Economics
East Anchorage High School 1993 — 1995
Singapore American School 1986 — 1993
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company 2013 - Present
Skills
Small Business, Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Retirement, Finance, Life Insurance, Project Planning, Wealth Preservation..., Protection..., Licensed in Long Term..., Key Person Insurance, Grandchild Gifting, LGBT Planning, Supplements to Employee..., Buy-sell Agreements, Annuity Sales, Asset Protection, Lifetime Income..., Education Funding..., Financial Services, Investments, Term Life Insurance
Education
University of Alaska Anchorage 1999 — 2003
Bachelor of Arts (B.A.), Economics
East Anchorage High School 1993 — 1995
Singapore American School 1986 — 1993
Stephen T. Eoff Stephen T. Eoff's New York Life Insurance Company Experience March 2009 - June 2013
Job Sales Engineer at Jack Tyler Engineering of Arkansas
Industry Mechanical or Industrial Engineering
Experience
Jack Tyler Engineering of Arkansas July 2013 - Present
New York Life Insurance Company March 2009 - June 2013
New York Life Insurance Company November 2004 - February 2009
Alltel June 2003 - November 2004
Skills
Business Planning, Hiring, Leadership Development, Public Speaking, Sales Management, Value Based Selling
Education
Student at The University of Alabama 2013 — 2016
Bachelor of Science, Mechanical Engineering
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Science, Computer Engineering
Jack Tyler Engineering of Arkansas July 2013 - Present
New York Life Insurance Company March 2009 - June 2013
New York Life Insurance Company November 2004 - February 2009
Alltel June 2003 - November 2004
Skills
Business Planning, Hiring, Leadership Development, Public Speaking, Sales Management, Value Based Selling
Education
Student at The University of Alabama 2013 — 2016
Bachelor of Science, Mechanical Engineering
University of Arkansas at Fayetteville 1999 — 2003
Bachelor of Science, Computer Engineering
Austin Vizcaino Austin Vizcaino's New York Life Insurance Company Experience May 2013 - August 2013
Job Financial Specialist at Financial Concepts Of America
Industry Marketing and Advertising
Experience
Financial Concepts Of America October 2014 - Present
Adcats Marketing Association August 2012 - May 2014
New York Life Insurance Company May 2013 - August 2013
Arizona Ambassador Honorary January 2011 - May 2013
Beta Phi Chapter of Sigma Chi Fraternity April 2012 - April 2013
Carerra Apparel May 2011 - August 2011
Hollister Co August 2008 - August 2010
Skills
Languages, PowerPoint, Microsoft Excel, Event Planning, Marketing, Retail, Public Speaking, Leadership, Social Media Marketing, Facebook, Nonprofits, Social Media, Microsoft Office, Social Networking, Microsoft Word, Customer Service, Time Management
Education
University of Arizona 2010 — 2014
Bachelor of Science, Business Marketing; Marketing
University of Arizona
Financial Concepts Of America October 2014 - Present
Adcats Marketing Association August 2012 - May 2014
New York Life Insurance Company May 2013 - August 2013
Arizona Ambassador Honorary January 2011 - May 2013
Beta Phi Chapter of Sigma Chi Fraternity April 2012 - April 2013
Carerra Apparel May 2011 - August 2011
Hollister Co August 2008 - August 2010
Skills
Languages, PowerPoint, Microsoft Excel, Event Planning, Marketing, Retail, Public Speaking, Leadership, Social Media Marketing, Facebook, Nonprofits, Social Media, Microsoft Office, Social Networking, Microsoft Word, Customer Service, Time Management
Education
University of Arizona 2010 — 2014
Bachelor of Science, Business Marketing; Marketing
University of Arizona
Stephen Kulback's New York Life Insurance Company Experience February 2009 - July 2010
Job Banking & Lending Professional | Financial Analysis | Investment Strategy | MBA
Industry Financial Services
Experience
Regions Financial Corporation February 2013 - Present
Regions Financial Corporation February 2012 - February 2013
Regions Financial Corporation July 2010 - February 2012
New York Life Insurance Company February 2009 - July 2010
Nashville Predators August 2008 - December 2008
Skills
Financial Analysis, Leadership, Financial Services, Finance, Investments, Consumer Lending, Relationship Management, Sales Presentations, Series 6, Series 63, Analysis, Business Strategy, Banking, Team Building, Retail Banking, Mortgage Lending, Health Insurance, Life Insurance, Loans, Direct Sales, Cold Calling, Microsoft Excel, Commercial Banking, Credit, Management, Sales, Marketing Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Alabama 2004 — 2008
Bachelor of Arts (B.A.)
Regions Financial Corporation February 2013 - Present
Regions Financial Corporation February 2012 - February 2013
Regions Financial Corporation July 2010 - February 2012
New York Life Insurance Company February 2009 - July 2010
Nashville Predators August 2008 - December 2008
Skills
Financial Analysis, Leadership, Financial Services, Finance, Investments, Consumer Lending, Relationship Management, Sales Presentations, Series 6, Series 63, Analysis, Business Strategy, Banking, Team Building, Retail Banking, Mortgage Lending, Health Insurance, Life Insurance, Loans, Direct Sales, Cold Calling, Microsoft Excel, Commercial Banking, Credit, Management, Sales, Marketing Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Alabama 2004 — 2008
Bachelor of Arts (B.A.)
Hunter Harrelson Hunter Harrelson's New York Life Insurance Company Experience October 2011 - May 2012
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation April 2014 - Present
Merrill Lynch June 2012 - March 2014
New York Life Insurance Company October 2011 - May 2012
Rayco Industrial, Inc. May 2001 - February 2011
Skills
Project Management, Construction, Construction Management, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Financial Analysis, Customer Service, Problem Solving, PowerPoint, Leadership, Management, Risk Management, Marketing Strategy, Public Speaking, Business Strategy, Customer Satisfaction, Event Planning, Outlook, Accounting, Time Management, Business Development, Business Planning, QuickBooks, Project Estimation, Insurance, New Business Development, Process Improvement, Access, Banking, MS Project, Analysis, Forecasting, Program Management, Investments, Proposal Writing, Managerial Finance, Marketing, Finance, Financial Planning, Portfolio Management, Financial Services, Retirement Planning
Education
University of Alabama 2004 — 2008
Business, Managment
Regions Financial Corporation April 2014 - Present
Merrill Lynch June 2012 - March 2014
New York Life Insurance Company October 2011 - May 2012
Rayco Industrial, Inc. May 2001 - February 2011
Skills
Project Management, Construction, Construction Management, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Financial Analysis, Customer Service, Problem Solving, PowerPoint, Leadership, Management, Risk Management, Marketing Strategy, Public Speaking, Business Strategy, Customer Satisfaction, Event Planning, Outlook, Accounting, Time Management, Business Development, Business Planning, QuickBooks, Project Estimation, Insurance, New Business Development, Process Improvement, Access, Banking, MS Project, Analysis, Forecasting, Program Management, Investments, Proposal Writing, Managerial Finance, Marketing, Finance, Financial Planning, Portfolio Management, Financial Services, Retirement Planning
Education
University of Alabama 2004 — 2008
Business, Managment
Charles Ryan Muzzo's New York Life Insurance Company Experience January 2013 - Present
Job Dedicated Financial Services Professional and Advisor Coordinator
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Lockheed Martin Space Systems Company January 2012 - December 2012
Skills
Finance, Insurance, Budgets, Retirement, Financial Analysis, Accounting, Investments, Management, Financial Reporting, Entrepreneurship, Strategic Financial..., Retirement Planning, Life Insurance, Financial Planning, Business Development, Analysis, Forecasting, Variable Annuities, 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Microsoft Office, Public Speaking, Leadership, Team Building, Fixed Income, Charitable Giving, Legacy Planning, Risk Management, Financial Services, Mutual Funds
Education
University of Alabama in Huntsville 2010 — 2013
Bachelor's degree, Finance and Investments
Sparkman High School 2000 — 2004
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Lockheed Martin Space Systems Company January 2012 - December 2012
Skills
Finance, Insurance, Budgets, Retirement, Financial Analysis, Accounting, Investments, Management, Financial Reporting, Entrepreneurship, Strategic Financial..., Retirement Planning, Life Insurance, Financial Planning, Business Development, Analysis, Forecasting, Variable Annuities, 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Microsoft Office, Public Speaking, Leadership, Team Building, Fixed Income, Charitable Giving, Legacy Planning, Risk Management, Financial Services, Mutual Funds
Education
University of Alabama in Huntsville 2010 — 2013
Bachelor's degree, Finance and Investments
Sparkman High School 2000 — 2004
Derek Brauneis Derek Brauneis's New York Life Insurance Company Experience November 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
Able Body Shop August 2009 - February 2013
Skills
Microsoft Excel, Project Management, Process Improvement, Project Planning, Finance, Public Speaking, Life Insurance, Estate Planning, Investments, Marketing, Fixed Annuities, Term Life Insurance, Leadership, Small Business, Retirement Planning
Education
University of Alaska Anchorage 2000 — 2001
Chugiak High School 1996 — 2000
Diploma
New York Life Insurance Company November 2013 - Present
Able Body Shop August 2009 - February 2013
Skills
Microsoft Excel, Project Management, Process Improvement, Project Planning, Finance, Public Speaking, Life Insurance, Estate Planning, Investments, Marketing, Fixed Annuities, Term Life Insurance, Leadership, Small Business, Retirement Planning
Education
University of Alaska Anchorage 2000 — 2001
Chugiak High School 1996 — 2000
Diploma
Daniel Kidwell Daniel Kidwell's New York Life Insurance Company Experience January 2014 - June 2014
Job Outside Sales Representative at NorCal Acquisitions, Inc.
Industry Marketing and Advertising
Experience
NorCal Acquisitions, Inc. September 2015 - Present
West Valley Middle School March 2015 - September 2015
New York Life Insurance Company January 2014 - June 2014
Mission Bell Manufacturing, Inc October 2013 - November 2013
Morgan Stanly Smith Barney May 2012 - August 2012
Action Day Primary Plus May 2011 - August 2011
Action Day Primary Plus May 2010 - August 2010
Action Day Primary Plus May 2009 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Accounting, Event Planning, Microsoft Excel, Teamwork, Data Entry, Social Media, Public Speaking, Leadership, Outlook, Fundraising, Social Networking
Education
University of Arizona 2008 — 2013
Junipero Serra High School
Diploma
Quick learning school
University of Arizona
Bachelor of Science, Family Studies and Human Development
NorCal Acquisitions, Inc. September 2015 - Present
West Valley Middle School March 2015 - September 2015
New York Life Insurance Company January 2014 - June 2014
Mission Bell Manufacturing, Inc October 2013 - November 2013
Morgan Stanly Smith Barney May 2012 - August 2012
Action Day Primary Plus May 2011 - August 2011
Action Day Primary Plus May 2010 - August 2010
Action Day Primary Plus May 2009 - August 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Accounting, Event Planning, Microsoft Excel, Teamwork, Data Entry, Social Media, Public Speaking, Leadership, Outlook, Fundraising, Social Networking
Education
University of Arizona 2008 — 2013
Junipero Serra High School
Diploma
Quick learning school
University of Arizona
Bachelor of Science, Family Studies and Human Development
Alex Jackson Alex Jackson's New York Life Insurance Company Experience 2003 - 2004
Job Senior Buyer Mobile and Connected Services at Sam's Club
Industry Retail
Experience
Sam's Club November 2011 - Present
Sam's Club February 2009 - November 2011
Sam's Club January 2008 - January 2009
Sam's Club May 2006 - January 2008
Walmart March 2005 - May 2006
New York Life Insurance Company 2003 - 2004
Skills
Automotive, Merchandising, Retail, Assortment, Merchandise Planning, Profit, Wal-Mart, Pricing, Retail Buying, Cross-functional Team..., Supplier Negotiation, Big Box, Driving Results, Associate Development, P
Education
University of Phoenix 2007 — 2008
MBA, Business Managememt
University of Arkansas 2000 — 2004
Business
Bentonville High School 1997 — 2000
Sam's Club November 2011 - Present
Sam's Club February 2009 - November 2011
Sam's Club January 2008 - January 2009
Sam's Club May 2006 - January 2008
Walmart March 2005 - May 2006
New York Life Insurance Company 2003 - 2004
Skills
Automotive, Merchandising, Retail, Assortment, Merchandise Planning, Profit, Wal-Mart, Pricing, Retail Buying, Cross-functional Team..., Supplier Negotiation, Big Box, Driving Results, Associate Development, P
Education
University of Phoenix 2007 — 2008
MBA, Business Managememt
University of Arkansas 2000 — 2004
Business
Bentonville High School 1997 — 2000
Justin Phillips Justin Phillips's New York Life Insurance Company Experience June 2008 - November 2009
Job Insurance Advisor at PhillipsRoberts Insurance, LLC
Industry Insurance
Experience
Phillips-Roberts Insurance, LLC April 2012 - Present
Farmers Insurance & Financial Services November 2009 - April 2012
New York Life Insurance Company June 2008 - November 2009
US Navy July 1991 - July 1997
Skills
Commercial Insurance, Property & Casualty..., Insurance, Computer Security, Small Business, Computer Repair, Computer Maintenance, Life Insurance, Investigation, Document Management, Long Term Care Insurance, Contract Management, Health Insurance, Umbrella Insurance, General Insurance, Licensed Property &..., Customer Oriented, Customer Satisfaction, Long-term Customer..., Liability, Property, Marketing Strategy, Social Media Marketing, Business Networking, Workers Compensation, Disability Insurance, Customer Service, Term Life Insurance, Customer Engagement, Sales, Networking, Fixed Annuities, Retirement Planning, Homeowners, Renters, Underwriting, Universal Life, Whole Life, Long-term Care, Permanent Life Insurance, Key Person Insurance, Flood Insurance, Wealth Management, Retirement, Insurance Brokerage, Licensed Life
Education
University of Farmers 2011 — 2011
All Insurance product lines
New York Life Insurance Company University (NYLICU) 2008 — 2009
Life Insurance, Annuities, and Long Term Care Insurance
University of Arkansas at Fayetteville 2002 — 2006
BA, Criminal Justice, Psychology, Sociology
US Naval Submarine School 1991 — 1992
Associate of Arts and Sciences (A.A.S.), Electronics and Communications
Springdale High School, Springdale AR 1988 — 1991
Phillips-Roberts Insurance, LLC April 2012 - Present
Farmers Insurance & Financial Services November 2009 - April 2012
New York Life Insurance Company June 2008 - November 2009
US Navy July 1991 - July 1997
Skills
Commercial Insurance, Property & Casualty..., Insurance, Computer Security, Small Business, Computer Repair, Computer Maintenance, Life Insurance, Investigation, Document Management, Long Term Care Insurance, Contract Management, Health Insurance, Umbrella Insurance, General Insurance, Licensed Property &..., Customer Oriented, Customer Satisfaction, Long-term Customer..., Liability, Property, Marketing Strategy, Social Media Marketing, Business Networking, Workers Compensation, Disability Insurance, Customer Service, Term Life Insurance, Customer Engagement, Sales, Networking, Fixed Annuities, Retirement Planning, Homeowners, Renters, Underwriting, Universal Life, Whole Life, Long-term Care, Permanent Life Insurance, Key Person Insurance, Flood Insurance, Wealth Management, Retirement, Insurance Brokerage, Licensed Life
Education
University of Farmers 2011 — 2011
All Insurance product lines
New York Life Insurance Company University (NYLICU) 2008 — 2009
Life Insurance, Annuities, and Long Term Care Insurance
University of Arkansas at Fayetteville 2002 — 2006
BA, Criminal Justice, Psychology, Sociology
US Naval Submarine School 1991 — 1992
Associate of Arts and Sciences (A.A.S.), Electronics and Communications
Springdale High School, Springdale AR 1988 — 1991
Latisha Lockett Latisha Lockett's New York Life Insurance Company Experience 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2012 - Present
Education
The University of Alabama
University of Alabama
Bachelor of Science (B.S.), Restaurant and Hospitality Management
Wenonah High School
New York Life Insurance Company 2012 - Present
Education
The University of Alabama
University of Alabama
Bachelor of Science (B.S.), Restaurant and Hospitality Management
Wenonah High School
Michelle McInturf Michelle McInturf's New York Life Insurance Company Experience January 2009 - August 2010
Job Administrative Assistant to the Senior Vice President of Operations at United Heritage Credit Union
Industry Banking
Experience
United Heritage Credit Union March 2013 - Present
TEKsystems September 2012 - February 2013
Enterprise Rent-A-Car June 2011 - September 2012
New York Life Insurance Company January 2009 - August 2010
Skills
Enterprise Software, Employee Relations, Cold Calling, College Recruiting, Recruiting, Applicant Tracking..., Technical Recruiting, Access, Talent Acquisition, Internet Recruiting, Staffing Services, Leadership, Human Resources
Education
University of Arizona 2008 — 2011
Bachelor of Science (B.S.), Public Management & Policy
United Heritage Credit Union March 2013 - Present
TEKsystems September 2012 - February 2013
Enterprise Rent-A-Car June 2011 - September 2012
New York Life Insurance Company January 2009 - August 2010
Skills
Enterprise Software, Employee Relations, Cold Calling, College Recruiting, Recruiting, Applicant Tracking..., Technical Recruiting, Access, Talent Acquisition, Internet Recruiting, Staffing Services, Leadership, Human Resources
Education
University of Arizona 2008 — 2011
Bachelor of Science (B.S.), Public Management & Policy
Michael Klipstein Michael Klipstein's New York Life Insurance Company Experience August 2009 - September 2010
Job Sales Training Manager
Industry Insurance
Experience
AccuQuote May 2015 - Present
Go Health June 2014 - April 2015
Go Health September 2013 - May 2014
Aon Hewitt May 2013 - September 2013
AonHewitt September 2010 - May 2013
New York Life Insurance Company August 2009 - September 2010
The Hartford July 2007 - September 2008
Chase Life Insurance October 2005 - February 2007
Skills
Employee Benefits, HRIS, Employee Engagement, Performance Management, PeopleSoft, Deferred Compensation, Human Resources, Talent Management, Call Center Sales &..., Benefits Administration, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Interviews, Health Insurance, Workers Compensation, Customer Service, Sales
Education
SUNY at Buffalo 1990 — 1991
Bachelor of Arts (B.A.), Political Science and Government
West Virginia University 1985 — 1990
Bachelor of Arts (B.A.), Political Science and Government
AccuQuote May 2015 - Present
Go Health June 2014 - April 2015
Go Health September 2013 - May 2014
Aon Hewitt May 2013 - September 2013
AonHewitt September 2010 - May 2013
New York Life Insurance Company August 2009 - September 2010
The Hartford July 2007 - September 2008
Chase Life Insurance October 2005 - February 2007
Skills
Employee Benefits, HRIS, Employee Engagement, Performance Management, PeopleSoft, Deferred Compensation, Human Resources, Talent Management, Call Center Sales &..., Benefits Administration, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Interviews, Health Insurance, Workers Compensation, Customer Service, Sales
Education
SUNY at Buffalo 1990 — 1991
Bachelor of Arts (B.A.), Political Science and Government
West Virginia University 1985 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Zach Ivey, CFA, CFP® Zach Ivey, CFA, CFP®'s New York Life Insurance Company Experience June 2001 - December 2002
Job Chief Investment Strategist, Partner Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC November 2010 - Present
Sagemark Consulting January 2003 - November 2010
New York Life Insurance Company June 2001 - December 2002
Skills
Investment Advisory, Investment Management, Personal Financial..., Estate Planning, Risk Management
Education
University of Alabama at Birmingham 2000 — 2001
MBA, Finance
Mississippi State University - College of Business and Industry 1996 — 1999
BA, Marketing
Bridgeworth, LLC November 2010 - Present
Sagemark Consulting January 2003 - November 2010
New York Life Insurance Company June 2001 - December 2002
Skills
Investment Advisory, Investment Management, Personal Financial..., Estate Planning, Risk Management
Education
University of Alabama at Birmingham 2000 — 2001
MBA, Finance
Mississippi State University - College of Business and Industry 1996 — 1999
BA, Marketing
Harsimranjeet Sandhu's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Skills
Life Insurance, Financial Advisory, Fixed Income, Insurance, Retirement Planning, Retirement, IRAs, Asset Allocation, Mutual Funds, Investment Advisory, Investments, College Savings Plans, Wealth Accumulation, Asset Management, Variable Annuities, Income Protection, Financial Services, Personal Financial..., 401k, Retirement Savings, Series 6, Long Term Care Insurance, 401k Rollovers, Roth IRA, Microsoft Office
Education
University at Buffalo 2011 — 2013
Bachelor of Engineering (BE)
CUNY New York City College of Technology 2010 — 2011
Bachelor of Engineering (BE)
New York Life Insurance Company June 2013 - Present
Skills
Life Insurance, Financial Advisory, Fixed Income, Insurance, Retirement Planning, Retirement, IRAs, Asset Allocation, Mutual Funds, Investment Advisory, Investments, College Savings Plans, Wealth Accumulation, Asset Management, Variable Annuities, Income Protection, Financial Services, Personal Financial..., 401k, Retirement Savings, Series 6, Long Term Care Insurance, 401k Rollovers, Roth IRA, Microsoft Office
Education
University at Buffalo 2011 — 2013
Bachelor of Engineering (BE)
CUNY New York City College of Technology 2010 — 2011
Bachelor of Engineering (BE)
Eric M. Nation Eric M. Nation's New York Life Insurance Company Experience 2002 - Present
Job Financial Services Professional at New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company 2002 - Present
Skills
Analysis, Customer Service, Finance, Leadership, Microsoft Office, Public Speaking, Team Building
Education
University of Alabama at Birmingham
B.S. in Education, Minor in Finance
New York Life Insurance Company 2002 - Present
Skills
Analysis, Customer Service, Finance, Leadership, Microsoft Office, Public Speaking, Team Building
Education
University of Alabama at Birmingham
B.S. in Education, Minor in Finance
Eric GoForth Eric GoForth's New York Life Insurance Company Experience January 2009 - Present
Job New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Golden Gate Business Association 2008 - 2015
Golden Gate Business Association 2008 - 2015
Merrill Lynch July 2006 - April 2008
American Express Financial Advisors October 2003 - January 2006
Rafe Black Interiors March 2002 - September 2003
Skills
Long Term Care, Retirement, Financial Planning, Investments, Insurance, Wealth, Financial Advisory, Small Business, Strategic Financial..., Series 7, Project Planning, Long-term Care, Life Insurance, Financial Services, Mutual Funds, Finance, Fixed Annuities, Retirement Planning, Management, Estate Planning, Wealth Management, Wealth Accumulation
Education
College of Financial Planning 2006 — 2007
University of Alabama 1985 — 1990
B.S., Corporate Finance
New York Life Insurance Company January 2009 - Present
Golden Gate Business Association 2008 - 2015
Golden Gate Business Association 2008 - 2015
Merrill Lynch July 2006 - April 2008
American Express Financial Advisors October 2003 - January 2006
Rafe Black Interiors March 2002 - September 2003
Skills
Long Term Care, Retirement, Financial Planning, Investments, Insurance, Wealth, Financial Advisory, Small Business, Strategic Financial..., Series 7, Project Planning, Long-term Care, Life Insurance, Financial Services, Mutual Funds, Finance, Fixed Annuities, Retirement Planning, Management, Estate Planning, Wealth Management, Wealth Accumulation
Education
College of Financial Planning 2006 — 2007
University of Alabama 1985 — 1990
B.S., Corporate Finance
Adam Wheeler Adam Wheeler's New York Life Insurance Company Experience January 2009 - Present
Job Partner at TSG Financial, LLC
Industry Insurance
Experience
TSG Financial, LLC March 2014 - Present
New York Life Insurance Company January 2009 - Present
Yard Guard, LLC March 2006 - December 2008
Spainhower Construction September 2005 - March 2006
Montana Tractor Co. October 2004 - September 2005
Skills
Investments, Small Business, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Financial Services, Long-term Care, Disability Insurance, Estate Planning, Insurance, 401k, Mutual Funds, IRAs, Health Insurance
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelor's degree, Finance
TSG Financial, LLC March 2014 - Present
New York Life Insurance Company January 2009 - Present
Yard Guard, LLC March 2006 - December 2008
Spainhower Construction September 2005 - March 2006
Montana Tractor Co. October 2004 - September 2005
Skills
Investments, Small Business, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Financial Services, Long-term Care, Disability Insurance, Estate Planning, Insurance, 401k, Mutual Funds, IRAs, Health Insurance
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelor's degree, Finance
Julius Peterson Julius Peterson's New York Life Insurance Company Experience August 2014 - Present
Job Agent with New York Life offering many services and products including personal planning and life insurance strategies
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company August 2014 - Present
American Campus Communities May 2011 - May 2013
Cambridge Management Services, Inc. May 2010 - August 2010
Skills
Marketing, Sales, Business Succession..., Retirement Planning, Estate Planning, Key Person Insurance
Education
University at Buffalo 2009 — 2014
Bachelor of Science (BS), Psychology
Rush Henrietta
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company August 2014 - Present
American Campus Communities May 2011 - May 2013
Cambridge Management Services, Inc. May 2010 - August 2010
Skills
Marketing, Sales, Business Succession..., Retirement Planning, Estate Planning, Key Person Insurance
Education
University at Buffalo 2009 — 2014
Bachelor of Science (BS), Psychology
Rush Henrietta
Donald Province Donald Province's New York Life Insurance Company Experience March 2014 - March 2015
Job Marketing Director at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. March 2015 - Present
New York Life Insurance Company March 2014 - March 2015
S&P Construction Management, LLC March 2003 - June 2011
The Field Company Builders, Inc January 1990 - February 2003
Skills
Marketing, Negotiation, Marketing Strategy, Team Building, Sales, New Business Development, Sales Management, Business Development, Customer Service
Education
University of Arkansas 1976 — 1978
Electrical and Electronics Engineering
University of Maryland Baltimore 1969 — 1972
Business Administration and Management, General
Transamerica Financial Advisors, Inc. March 2015 - Present
New York Life Insurance Company March 2014 - March 2015
S&P Construction Management, LLC March 2003 - June 2011
The Field Company Builders, Inc January 1990 - February 2003
Skills
Marketing, Negotiation, Marketing Strategy, Team Building, Sales, New Business Development, Sales Management, Business Development, Customer Service
Education
University of Arkansas 1976 — 1978
Electrical and Electronics Engineering
University of Maryland Baltimore 1969 — 1972
Business Administration and Management, General
Mitchell Horowitz Mitchell Horowitz's New York Life Insurance Company Experience 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Reed Business Information 2004 - 2009
Miller Freeman/VNU 1993 - 2004
Miller Freeman/VNU 1993 - 2004
Skills
Account Management, Business Insurance..., Education Funding..., Gifting Strategies, Licensed Life Insurance..., Networking, Permanent Life Insurance, Sales, Marketing Strategy, Social Media Marketing, Marketing Communications, Online Marketing, Public Relations, Advertising, Marketing, Merchandising, Trade Shows, Brand Development, Sales Management, Product Development, Retail, Luxury Goods, Team Leadership, Publishing
Education
University of Buffalo 1979 — 1983
Bachelor of Arts (BA), Communications
University at Buffalo
Bachelor of Arts (B.A.), Communication and Media Studies
New York Life Insurance Company 2014 - Present
Reed Business Information 2004 - 2009
Miller Freeman/VNU 1993 - 2004
Miller Freeman/VNU 1993 - 2004
Skills
Account Management, Business Insurance..., Education Funding..., Gifting Strategies, Licensed Life Insurance..., Networking, Permanent Life Insurance, Sales, Marketing Strategy, Social Media Marketing, Marketing Communications, Online Marketing, Public Relations, Advertising, Marketing, Merchandising, Trade Shows, Brand Development, Sales Management, Product Development, Retail, Luxury Goods, Team Leadership, Publishing
Education
University of Buffalo 1979 — 1983
Bachelor of Arts (BA), Communications
University at Buffalo
Bachelor of Arts (B.A.), Communication and Media Studies
David Gage David Gage's New York Life Insurance Company Experience June 2009 - October 2010
Job Grants and Contracts Coordinator at The University of Arizona
Industry Higher Education
Experience
The University of Arizona November 2012 - Present
The University of Arizona February 2012 - November 2012
Allstaff Services/Adecco assigned to Southwest Gas October 2010 - February 2012
New York Life Insurance Company June 2009 - October 2010
JW Marriott Starr Pass Resort and Spa February 2008 - June 2009
Skills
Microsoft Office, Accounting, Financial Accounting, Budgets, Microsoft Excel, Teamwork, Financial Analysis, Grants, Leadership, Research, Higher Education, Public Speaking
Education
University of Arizona 2013 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
Bachelor's degree, Accounting
The University of Arizona November 2012 - Present
The University of Arizona February 2012 - November 2012
Allstaff Services/Adecco assigned to Southwest Gas October 2010 - February 2012
New York Life Insurance Company June 2009 - October 2010
JW Marriott Starr Pass Resort and Spa February 2008 - June 2009
Skills
Microsoft Office, Accounting, Financial Accounting, Budgets, Microsoft Excel, Teamwork, Financial Analysis, Grants, Leadership, Research, Higher Education, Public Speaking
Education
University of Arizona 2013 — 2015
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
Bachelor's degree, Accounting
Adam Wogan Adam Wogan's New York Life Insurance Company Experience 2010 - 2011
Job Assistant Vice President Commercial Banking at ANB Bank
Industry Banking
Experience
ANB Bank 2013 - Present
ANB Bank 2013 - 2013
Energy Acuity 2011 - 2013
New York Life Insurance Company 2010 - 2011
ASA Electrical 2009 - 2010
Skills
Renewable Energy, Photovoltaics, Solar Cells, Smart Grid, Research, Microsoft Excel, Energy, Sustainability, Solar Energy, Energy Efficiency, Data Analysis, Ethanol, Microsoft Office, Project Management, Analysis, Salesforce.com, Business Development, Management, Sales, Market Research, Financial Analysis, Customer Service
Education
University of Colorado at Boulder
Bachelor's degree, Economics
University of Arizona
ANB Bank 2013 - Present
ANB Bank 2013 - 2013
Energy Acuity 2011 - 2013
New York Life Insurance Company 2010 - 2011
ASA Electrical 2009 - 2010
Skills
Renewable Energy, Photovoltaics, Solar Cells, Smart Grid, Research, Microsoft Excel, Energy, Sustainability, Solar Energy, Energy Efficiency, Data Analysis, Ethanol, Microsoft Office, Project Management, Analysis, Salesforce.com, Business Development, Management, Sales, Market Research, Financial Analysis, Customer Service
Education
University of Colorado at Boulder
Bachelor's degree, Economics
University of Arizona
Jim Matherly Jim Matherly's New York Life Insurance Company Experience August 2002 - October 2005
Job Agent, Allstate Insurance Co.
Industry Insurance
Experience
Allstate January 2013 - Present
City of Fairbanks October 2010 - Present
Voices.com January 1985 - Present
Jim Matherly Entertainment January 1983 - Present
Wells Fargo August 2012 - November 2012
Riverboat Discovery May 2011 - September 2012
Fairbanks Chamber of Commerce 2010 - 2010
Northrim Bank November 2005 - November 2009
New York Life Insurance Company August 2002 - October 2005
Skills
Networking, Business Representation, Social Media, Non-profits, Management, Budget, Public Relations, Event Management, Editing, Blogging, Media Relations, Social Networking, Public Speaking, Mortgage Lending, Budgets, Nonprofits, Marketing, Sales, Corporate Communications, Customer Service, Project Planning, Strategic Planning, Event Planning, Fundraising, Marketing Communications, Advertising
Education
University of Alaska Fairbanks 1981 — 1982
None, BA and Music Education
Lathrop High School 1977 — 1981
General Studies
Allstate January 2013 - Present
City of Fairbanks October 2010 - Present
Voices.com January 1985 - Present
Jim Matherly Entertainment January 1983 - Present
Wells Fargo August 2012 - November 2012
Riverboat Discovery May 2011 - September 2012
Fairbanks Chamber of Commerce 2010 - 2010
Northrim Bank November 2005 - November 2009
New York Life Insurance Company August 2002 - October 2005
Skills
Networking, Business Representation, Social Media, Non-profits, Management, Budget, Public Relations, Event Management, Editing, Blogging, Media Relations, Social Networking, Public Speaking, Mortgage Lending, Budgets, Nonprofits, Marketing, Sales, Corporate Communications, Customer Service, Project Planning, Strategic Planning, Event Planning, Fundraising, Marketing Communications, Advertising
Education
University of Alaska Fairbanks 1981 — 1982
None, BA and Music Education
Lathrop High School 1977 — 1981
General Studies
Stevie Lynne (Roth) Rodriguez Stevie Lynne (Roth) Rodriguez's New York Life Insurance Company Experience October 2008 - January 2010
Job Owner at The Writing Lady
Industry Writing and Editing
Experience
The Writing Lady October 2012 - Present
New York Life Insurance Company October 2008 - January 2010
Limited Brands October 2004 - September 2008
Skills
Transcription, Data-driven, Transcription Services, Audio Transcription, Customer Service, Healthcare Information..., Dialogue Editing, Copy Editing, Research, Microsoft Word, Healthcare, Editing, Marketing, PowerPoint, Microsoft Office, Social Networking, Nonprofits, Social Media, Management, Leadership, Sales, Writing
Education
Career Step 2012 — 2013
Medical Transcription and Editing
SUNY Albany 2004 — 2008
Bachelor's of Science, Psychology and Sociology
Northwestern Lehigh High School
The Writing Lady October 2012 - Present
New York Life Insurance Company October 2008 - January 2010
Limited Brands October 2004 - September 2008
Skills
Transcription, Data-driven, Transcription Services, Audio Transcription, Customer Service, Healthcare Information..., Dialogue Editing, Copy Editing, Research, Microsoft Word, Healthcare, Editing, Marketing, PowerPoint, Microsoft Office, Social Networking, Nonprofits, Social Media, Management, Leadership, Sales, Writing
Education
Career Step 2012 — 2013
Medical Transcription and Editing
SUNY Albany 2004 — 2008
Bachelor's of Science, Psychology and Sociology
Northwestern Lehigh High School
Rita William Rita William's New York Life Insurance Company Experience December 2007 - Present
Job Senior Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2007 - Present
Education
State University of New York at Albany 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York Life Insurance Company December 2007 - Present
Education
State University of New York at Albany 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Zach Angle Zach Angle's New York Life Insurance Company Experience 2014 - March 2015
Job Brokerage Director at BackNine Insurance & Financial Services
Industry Financial Services
Experience
BackNine Insurance and Financial Services, Inc. March 2015 - Present
New York Life Insurance Company 2014 - March 2015
Theodora Oringher PC May 2012 - July 2012
YMCA April 2011 - January 2012
Warner Angle Hallam Jackson & Formanek PLC May 2010 - August 2010
Skills
Relationship Building, Insurance, Retirement Planning, Estate Planning, Legacy Planning, Asset Protection, Annuity Sales, Wealth Transfer..., 401k Rollovers, IRA Rollovers, Life Insurance..., Lifetime Income..., Gifting Strategies, Buy-Sell Agreements, Wealth Preservation..., Education Funding..., Family Protection..., Business Insurance..., Key Person Protection, Problem Solving, Relationship Management, Customer Service, Business Development, Personal Finance, Marketing, Microsoft Office, Cpr Certified, Courts, Legal Research, Microsoft Excel, Mediation, PowerPoint, Depositions, Arbitration, Leadership, Management, Microsoft Word, Sales
Education
University of Arizona
Accounting
BackNine Insurance and Financial Services, Inc. March 2015 - Present
New York Life Insurance Company 2014 - March 2015
Theodora Oringher PC May 2012 - July 2012
YMCA April 2011 - January 2012
Warner Angle Hallam Jackson & Formanek PLC May 2010 - August 2010
Skills
Relationship Building, Insurance, Retirement Planning, Estate Planning, Legacy Planning, Asset Protection, Annuity Sales, Wealth Transfer..., 401k Rollovers, IRA Rollovers, Life Insurance..., Lifetime Income..., Gifting Strategies, Buy-Sell Agreements, Wealth Preservation..., Education Funding..., Family Protection..., Business Insurance..., Key Person Protection, Problem Solving, Relationship Management, Customer Service, Business Development, Personal Finance, Marketing, Microsoft Office, Cpr Certified, Courts, Legal Research, Microsoft Excel, Mediation, PowerPoint, Depositions, Arbitration, Leadership, Management, Microsoft Word, Sales
Education
University of Arizona
Accounting
Ollie Newton Ollie Newton's New York Life Insurance Company Experience January 2009 - Present
Job Registered Rep. at New York Life THE 401k Rollover Guy
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Autrey Capital January 2005 - December 2008
Tractor and Equipment Company January 2002 - December 2004
Skills
Fixed Annuities, Retirement Planning, IRAs, Life Insurance, Long-term Care, Retirement, Term Life Insurance, Disability Insurance, Long Term Care Insurance, College Savings Plans, Whole Life, Roth IRA, Wealth Accumulation, Buy-sell Agreements, Series 6, Universal Life, Mortgage Marketing, Mutual Funds, Estate Planning, 401k Rollovers, series 63, Insurance, Series 63
Education
University of Alabama
New York Life Insurance Company January 2009 - Present
Autrey Capital January 2005 - December 2008
Tractor and Equipment Company January 2002 - December 2004
Skills
Fixed Annuities, Retirement Planning, IRAs, Life Insurance, Long-term Care, Retirement, Term Life Insurance, Disability Insurance, Long Term Care Insurance, College Savings Plans, Whole Life, Roth IRA, Wealth Accumulation, Buy-sell Agreements, Series 6, Universal Life, Mortgage Marketing, Mutual Funds, Estate Planning, 401k Rollovers, series 63, Insurance, Series 63
Education
University of Alabama
Miki Goldman Miki Goldman's New York Life Insurance Company Experience September 2011 - August 2012
Job New Business Associate at Reis
Industry Real Estate
Experience
Reis June 2014 - Present
Hearst Media Services August 2012 - May 2014
New York Life Insurance Company September 2011 - August 2012
NYS Department of Tax and Finance February 2010 - August 2011
Separation Science and Technology August 2009 - January 2010
The Vidal Group November 2009 - December 2009
Friends of the Arava Institute 2009 - 2009
Skills
Advertising, Digital Marketing, Marketing, SEO, Social Media, Management, PowerPoint, Digital Media, Nonprofits, Non-profits, Community Outreach, Analysis, Research, Online Advertising, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Mobile Media, Digital Strategy, Cold Calling, Sales Process, Salesforce.com, Direct Sales, Closing Business, Public Speaking, Sales Presentations, Sales Prospecting, Sales, Lead Development, Social Media Marketing
Education
SUNY at Buffalo 2005 — 2008
BA, American Politics and Public Affairs
niskayuna high school 2000 — 2004
Reis June 2014 - Present
Hearst Media Services August 2012 - May 2014
New York Life Insurance Company September 2011 - August 2012
NYS Department of Tax and Finance February 2010 - August 2011
Separation Science and Technology August 2009 - January 2010
The Vidal Group November 2009 - December 2009
Friends of the Arava Institute 2009 - 2009
Skills
Advertising, Digital Marketing, Marketing, SEO, Social Media, Management, PowerPoint, Digital Media, Nonprofits, Non-profits, Community Outreach, Analysis, Research, Online Advertising, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Mobile Media, Digital Strategy, Cold Calling, Sales Process, Salesforce.com, Direct Sales, Closing Business, Public Speaking, Sales Presentations, Sales Prospecting, Sales, Lead Development, Social Media Marketing
Education
SUNY at Buffalo 2005 — 2008
BA, American Politics and Public Affairs
niskayuna high school 2000 — 2004
John Ling, PHR John Ling, PHR's New York Life Insurance Company Experience 2001 - 2011
Job Assistant Director, Human Resources at Ernst & Young
Industry Human Resources
Experience
Ernst & Young 2012 - Present
New York Life Insurance Company 2001 - 2011
Amalgamated Bank of New York 1998 - 2000
Skills
Employee Relations, Talent Management, Performance Management, HR Policies, Employee Training, Recruiting, Organizational..., Business Partner..., Reporting & Analysis, HRIS, Training & Development, Succession Planning
Education
State University of New York at Buffalo
B.A., Communication
Ernst & Young 2012 - Present
New York Life Insurance Company 2001 - 2011
Amalgamated Bank of New York 1998 - 2000
Skills
Employee Relations, Talent Management, Performance Management, HR Policies, Employee Training, Recruiting, Organizational..., Business Partner..., Reporting & Analysis, HRIS, Training & Development, Succession Planning
Education
State University of New York at Buffalo
B.A., Communication
Binoy George Binoy George's New York Life Insurance Company Experience January 2005 - September 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - 2011
IMB Solutions 2009 - 2011
ThinkingWave January 2007 - December 2009
New York Life Insurance Company January 2005 - September 2007
HSBC 2000 - 2005
Queens Recipe Inc., Maharani Restaurants 2000 - 2005
Education
SUNY at Buffalo
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2011 - 2011
IMB Solutions 2009 - 2011
ThinkingWave January 2007 - December 2009
New York Life Insurance Company January 2005 - September 2007
HSBC 2000 - 2005
Queens Recipe Inc., Maharani Restaurants 2000 - 2005
Education
SUNY at Buffalo
Bachelor of Arts (B.A.), Economics
Robert S. Campbell II's New York Life Insurance Company Experience September 2011 - Present
Job Hiring and Developing Entrepreneurial People Who are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
United Way of Tucson and Southern Arizona 2014 - 2014
Arizona Youth Partnership February 2009 - October 2011
Eagle Strategies LLC November 2007 - September 2011
Adobe 41 2011 - 2011
Skills
Sales Management, Team Motivator, Motivational..., Sales Operations, outside sales, Financial Planning, Investment Strategies, Investment Advisory, Portfolio Management, Insurance Planning, Insurance, Recruitment/Retention, Partner Recruitment, Sales Recruitment, Strategic Financial..., Investments, Financial Planners, Recruiting, Outside Sales, Finance, Business Planning, Sales, Leadership, Retirement, Financial Services, IRAs, Retirement Planning, Life Insurance, Nonprofits, Fixed Annuities, Long Term Care Insurance, Estate Planning, Mutual Funds, Mortgage Lending, 401k, Analysis, Small Business, Program Management, Long-term Care, Securities, Wealth Management, Term Life Insurance, Financial Advisory, Series 7, Wealth Accumulation, Series 63, 401k Rollovers, Series 6, Wealth
Education
University of Arizona 2000 — 2005
BA, Philosophy/psychology
St. Johns Military Academy 1992 — 1993
New York Life Insurance Company September 2011 - Present
United Way of Tucson and Southern Arizona 2014 - 2014
Arizona Youth Partnership February 2009 - October 2011
Eagle Strategies LLC November 2007 - September 2011
Adobe 41 2011 - 2011
Skills
Sales Management, Team Motivator, Motivational..., Sales Operations, outside sales, Financial Planning, Investment Strategies, Investment Advisory, Portfolio Management, Insurance Planning, Insurance, Recruitment/Retention, Partner Recruitment, Sales Recruitment, Strategic Financial..., Investments, Financial Planners, Recruiting, Outside Sales, Finance, Business Planning, Sales, Leadership, Retirement, Financial Services, IRAs, Retirement Planning, Life Insurance, Nonprofits, Fixed Annuities, Long Term Care Insurance, Estate Planning, Mutual Funds, Mortgage Lending, 401k, Analysis, Small Business, Program Management, Long-term Care, Securities, Wealth Management, Term Life Insurance, Financial Advisory, Series 7, Wealth Accumulation, Series 63, 401k Rollovers, Series 6, Wealth
Education
University of Arizona 2000 — 2005
BA, Philosophy/psychology
St. Johns Military Academy 1992 — 1993
Charleen Thompson Charleen Thompson's New York Life Insurance Company Experience June 1994 - December 1995
Job Realtor
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty 2011 - Present
PIZZAZZ! Boutique March 2006 - March 2007
University of Mississippi 2006 - 2007
New York Life Insurance Company June 1994 - December 1995
WHLT-TV May 1992 - May 1994
Education
University of Alabama 1990 — 1992
Bachelor of Arts, Telecommunication and Film
Vestavia Hills
Atlanta Fine Homes Sotheby's International Realty 2011 - Present
PIZZAZZ! Boutique March 2006 - March 2007
University of Mississippi 2006 - 2007
New York Life Insurance Company June 1994 - December 1995
WHLT-TV May 1992 - May 1994
Education
University of Alabama 1990 — 1992
Bachelor of Arts, Telecommunication and Film
Vestavia Hills
Marty Kenfield Marty Kenfield's New York Life Insurance Company Experience May 2004 - July 2010
Job Professional Real Estate services
Industry Real Estate
Experience
Olde Towne Golden Realty December 2014 - Present
Colorado Tenderfoot Properties II May 2014 - December 2014
Kenfield Realty July 2013 - May 2014
Excel Roofing June 2010 - January 2014
New York Life Insurance Company May 2004 - July 2010
Education
University of Northern Colorado 1976 — 1980
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1978 — 1979
Bachelor's Degree, Business Administration and Management, General
Olde Towne Golden Realty December 2014 - Present
Colorado Tenderfoot Properties II May 2014 - December 2014
Kenfield Realty July 2013 - May 2014
Excel Roofing June 2010 - January 2014
New York Life Insurance Company May 2004 - July 2010
Education
University of Northern Colorado 1976 — 1980
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1978 — 1979
Bachelor's Degree, Business Administration and Management, General
Kathryn Kahn Kathryn Kahn's New York Life Insurance Company Experience April 2014 - July 2014
Job Sales Representative at Mutual of Omaha Insurance Company
Industry Insurance
Experience
Mutual of Omaha June 2014 - Present
New York Life Insurance Company April 2014 - July 2014
Skills
Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Team Building, Operating Systems, Microsoft Office, Hydrology, Geomorphology, Computer Cartography, GIS, GIS systems, Customer Service, Public Speaking, Sales, Leadership, Research, Marketing, Insurance, Health Insurance, Small Business, Social Media, Program Management, Project Management, Disability Insurance, Strategic Planning, Event Planning, Problem Solving, Social Networking, Risk Management
Education
SUNY at Buffalo 1975 — 1981
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
The State University of New York at Buffalo 1975 — 1981
Bachelor of Arts; 20 hours of Graduate credits, Geography (Computer Mapping, Hydrology, Geomorphology, Soil Science)
Mutual of Omaha June 2014 - Present
New York Life Insurance Company April 2014 - July 2014
Skills
Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Team Building, Operating Systems, Microsoft Office, Hydrology, Geomorphology, Computer Cartography, GIS, GIS systems, Customer Service, Public Speaking, Sales, Leadership, Research, Marketing, Insurance, Health Insurance, Small Business, Social Media, Program Management, Project Management, Disability Insurance, Strategic Planning, Event Planning, Problem Solving, Social Networking, Risk Management
Education
SUNY at Buffalo 1975 — 1981
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
The State University of New York at Buffalo 1975 — 1981
Bachelor of Arts; 20 hours of Graduate credits, Geography (Computer Mapping, Hydrology, Geomorphology, Soil Science)
Haley Simpson's New York Life Insurance Company Experience May 2014 - August 2014
Job Assistant Media Buyer at 22squared
Industry Marketing and Advertising
Experience
22squared August 2015 - Present
CareerSource Pinellas June 2015 - Present
Barnes Agency January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
The University of Alabama January 2014 - April 2014
The University of Alabama September 2013 - December 2013
First Presbyterian Church May 2011 - August 2011
Education
University of Alabama 2011 — 2015
Bachelor of Arts (BA), Communications, Advertising
22squared August 2015 - Present
CareerSource Pinellas June 2015 - Present
Barnes Agency January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
The University of Alabama January 2014 - April 2014
The University of Alabama September 2013 - December 2013
First Presbyterian Church May 2011 - August 2011
Education
University of Alabama 2011 — 2015
Bachelor of Arts (BA), Communications, Advertising
Laura Brookshire Laura Brookshire's New York Life Insurance Company Experience November 2013 - January 2015
Job Financial Sales Consultant at PNC
Industry Financial Services
Experience
PNC February 2015 - Present
New York Life Insurance Company November 2013 - January 2015
The Original Honey Baked Ham Company November 2012 - December 2013
Pronto Bail BondingMorgan County AL May 2011 - December 2013
roads August 2010 - May 2011
American Interstate Insurance September 1999 - July 2005
Skills
Psychology, Microsoft Excel, Microsoft Office, SPSS, Microsoft Word, Research, Teamwork, Public Speaking, Teaching, Critical Thinking, Statistics, Fundraising, Nonprofits, Data Entry, Time Management, Community Outreach, Editing, Data Analysis, Event Planning, PowerPoint, Training, Customer Service, Healthcare, Coaching, English, Team Building, Access, Social Media, Leadership Development, Organizational..., Public Relations, Interviews, Event Management, Management, Government, Outlook, Human Resources, Project Planning, Leadership, Team Leadership, Social Networking, Analysis, Administration, Oral Communication, Marketing, Sales Management, Budgets, Proposal Writing, Sales
Education
University of Alabama in Huntsville 2009 — 2014
University of Alabama in Huntsville
Bachelor of Arts, Political Science / English
Calhoun Community College 2009 — 2011
English
Calhoun Community College
Associate of Science
PNC February 2015 - Present
New York Life Insurance Company November 2013 - January 2015
The Original Honey Baked Ham Company November 2012 - December 2013
Pronto Bail BondingMorgan County AL May 2011 - December 2013
roads August 2010 - May 2011
American Interstate Insurance September 1999 - July 2005
Skills
Psychology, Microsoft Excel, Microsoft Office, SPSS, Microsoft Word, Research, Teamwork, Public Speaking, Teaching, Critical Thinking, Statistics, Fundraising, Nonprofits, Data Entry, Time Management, Community Outreach, Editing, Data Analysis, Event Planning, PowerPoint, Training, Customer Service, Healthcare, Coaching, English, Team Building, Access, Social Media, Leadership Development, Organizational..., Public Relations, Interviews, Event Management, Management, Government, Outlook, Human Resources, Project Planning, Leadership, Team Leadership, Social Networking, Analysis, Administration, Oral Communication, Marketing, Sales Management, Budgets, Proposal Writing, Sales
Education
University of Alabama in Huntsville 2009 — 2014
University of Alabama in Huntsville
Bachelor of Arts, Political Science / English
Calhoun Community College 2009 — 2011
English
Calhoun Community College
Associate of Science
Erin Skinner Erin Skinner's New York Life Insurance Company Experience December 2013 - Present
Job Administrative Assistant/Corporate Event Planning
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
Southern Company May 2008 - March 2012
Skills
Microsoft Excel, Microsoft Office, Outlook, Visio, PowerPoint, Microsoft Word, Spreadsheets, Administrative..., Access, PeopleSoft, Oracle Applications, Event Planning, Multi Tasking, Creativity, Customer Service, Highly detail oriented, Self-starter, Maximo, Team Building, Project Management, Project Planning
Education
University of Montevallo 2005 — 2007
Bachelor of Science, Child and Family Studies, 3.75
University of Alabama at Birmingham 2003 — 2005
New York Life Insurance Company December 2013 - Present
Southern Company May 2008 - March 2012
Skills
Microsoft Excel, Microsoft Office, Outlook, Visio, PowerPoint, Microsoft Word, Spreadsheets, Administrative..., Access, PeopleSoft, Oracle Applications, Event Planning, Multi Tasking, Creativity, Customer Service, Highly detail oriented, Self-starter, Maximo, Team Building, Project Management, Project Planning
Education
University of Montevallo 2005 — 2007
Bachelor of Science, Child and Family Studies, 3.75
University of Alabama at Birmingham 2003 — 2005
Jessee Spillman Jessee Spillman's New York Life Insurance Company Experience October 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2012 - Present
Alaska Army National Guard April 2003 - October 2012
Skills
Term Life Insurance, Employee Benefits, Analysis, Management, Recruiting, System Administration, Training, Health Insurance, Retirement
Education
University of Alaska Fairbanks
New York Life Insurance Company October 2012 - Present
Alaska Army National Guard April 2003 - October 2012
Skills
Term Life Insurance, Employee Benefits, Analysis, Management, Recruiting, System Administration, Training, Health Insurance, Retirement
Education
University of Alaska Fairbanks
Sean Kremin Sean Kremin's New York Life Insurance Company Experience September 2014 - April 2015
Job Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
New York Life Insurance Company September 2014 - April 2015
Acceleration Retirement January 2013 - August 2014
Park West Gallery August 2009 - January 2013
Ameriprise Financial Services, Inc August 2005 - January 2008
David Lerner Associates, Inc October 2001 - August 2005
CIBC World Markets Corp December 2000 - September 2001
Morgan Taylor August 2000 - December 2000
Skills
Sales Management, Sales, Investments, Investment Advisory, Insurance, Life & Health Insurance..., Series 7, Series 63, Sales Rep Training, Public Speaking, Team Leadership, Marketing Strategy, Direct Sales, Sales Presentations, Marketing, Lead Generation, Management, Entrepreneurship, Salesforce.com, Strategic Partnerships, New Business Development, Sales Process, Social Media Marketing, Strategic Planning, Small Business, Leadership, Finance
Education
State University of New York at Albany 1996 — 2000
B.S, Human Biology
Fidelity Investments May 2015 - Present
New York Life Insurance Company September 2014 - April 2015
Acceleration Retirement January 2013 - August 2014
Park West Gallery August 2009 - January 2013
Ameriprise Financial Services, Inc August 2005 - January 2008
David Lerner Associates, Inc October 2001 - August 2005
CIBC World Markets Corp December 2000 - September 2001
Morgan Taylor August 2000 - December 2000
Skills
Sales Management, Sales, Investments, Investment Advisory, Insurance, Life & Health Insurance..., Series 7, Series 63, Sales Rep Training, Public Speaking, Team Leadership, Marketing Strategy, Direct Sales, Sales Presentations, Marketing, Lead Generation, Management, Entrepreneurship, Salesforce.com, Strategic Partnerships, New Business Development, Sales Process, Social Media Marketing, Strategic Planning, Small Business, Leadership, Finance
Education
State University of New York at Albany 1996 — 2000
B.S, Human Biology
Elizabeth Mapelli Elizabeth Mapelli's New York Life Insurance Company Experience May 2011 - August 2011
Job Legal Assistant at White & Case
Industry Marketing and Advertising
Experience
White & Case July 2012 - Present
University of Wisconsin-Madison October 2009 - December 2011
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Town of Clarkstown Parks and Recreation June 2006 - August 2009
Education
University College Dublin 2011 — 2011
Commerce
University of Wisconsin-Madison - School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
White & Case July 2012 - Present
University of Wisconsin-Madison October 2009 - December 2011
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Town of Clarkstown Parks and Recreation June 2006 - August 2009
Education
University College Dublin 2011 — 2011
Commerce
University of Wisconsin-Madison - School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
Chuck Swiderski's New York Life Insurance Company Experience March 2011 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE SECURITIES May 2011 - Present
New York Life Insurance Company March 2011 - Present
Skills
Retirement Planning, Financial Services, Investments, 401(k) Rollovers, Education Funding..., Customer Satisfaction, Wealth Preservation..., Supplements to Employee..., Small Business, Licensed in Long-Term..., Licensed Life Insurance..., IRA Rollovers, Asset Protection
Education
University at Buffalo 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
NYLIFE SECURITIES May 2011 - Present
New York Life Insurance Company March 2011 - Present
Skills
Retirement Planning, Financial Services, Investments, 401(k) Rollovers, Education Funding..., Customer Satisfaction, Wealth Preservation..., Supplements to Employee..., Small Business, Licensed in Long-Term..., Licensed Life Insurance..., IRA Rollovers, Asset Protection
Education
University at Buffalo 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Brian Dowdall's New York Life Insurance Company Experience June 2001 - May 2003
Job Senior Consultant Actuarial Services at Sharp Health Plan
Industry Insurance
Experience
Sharp Health Plan September 2013 - Present
HealthNow New York Inc. June 2003 - August 2013
New York Life Insurance Company June 2001 - May 2003
Skills
Actuarial Science, Health Insurance, Insurance, SAS, Financial Risk, Employee Benefits, Financial Modeling, Data Analysis, Statistics, Financial Analysis, Analysis, Business Analysis, Microsoft Excel, SQL, Risk Management, Leadership
Education
University at Buffalo 1994 — 1997
Bachelor of Arts, Mathematics
Niagara County Community College 1991 — 1994
Associate in Science, Mathematics
Sharp Health Plan September 2013 - Present
HealthNow New York Inc. June 2003 - August 2013
New York Life Insurance Company June 2001 - May 2003
Skills
Actuarial Science, Health Insurance, Insurance, SAS, Financial Risk, Employee Benefits, Financial Modeling, Data Analysis, Statistics, Financial Analysis, Analysis, Business Analysis, Microsoft Excel, SQL, Risk Management, Leadership
Education
University at Buffalo 1994 — 1997
Bachelor of Arts, Mathematics
Niagara County Community College 1991 — 1994
Associate in Science, Mathematics
Colin Zimmerman Colin Zimmerman's New York Life Insurance Company Experience April 2011 - March 2012
Job Sales Consultant
Industry Telecommunications
Experience
Verizon April 2013 - Present
Political Consultant March 2012 - April 2013
New York Life Insurance Company April 2011 - March 2012
Tucson Association of Realtors April 2008 - August 2010
Zimmerman Public Affairs March 2004 - April 2008
For Our Grandchildren February 2003 - March 2004
Skills
Public Speaking, Governmental Affairs, Public Relations, Marketing, Social Media, Non-profits, Fundraising, Survey Research, Team Leadership, Decisiveness, Sales, Problem Solving
Education
University of Arizona 1998 — 2002
BA, Music
St. Gregory College Preparatory 1992 — 1998
Diploma, General
Verizon April 2013 - Present
Political Consultant March 2012 - April 2013
New York Life Insurance Company April 2011 - March 2012
Tucson Association of Realtors April 2008 - August 2010
Zimmerman Public Affairs March 2004 - April 2008
For Our Grandchildren February 2003 - March 2004
Skills
Public Speaking, Governmental Affairs, Public Relations, Marketing, Social Media, Non-profits, Fundraising, Survey Research, Team Leadership, Decisiveness, Sales, Problem Solving
Education
University of Arizona 1998 — 2002
BA, Music
St. Gregory College Preparatory 1992 — 1998
Diploma, General
Michelle Puckett's New York Life Insurance Company Experience December 1986 - December 1993
Job CFO at Designer Diva, LLC 20,000 Sq Ft of DIVALICIOUS DESIGNER RESALE
Industry Retail
Experience
Designer Diva, LLC October 2014 - Present
Designer Exchange, LLC - Online Store September 2011 - Present
Blooming Butterflies, Inc., A Non Profit Company February 2010 - Present
Avondale Business Development, LLC June 2009 - Present
Grant Assistance Services, Inc., A Non Profit Company October 2008 - January 2012
My Registered Agent, Inc. November 2007 - June 2009
eCorp March 2006 - January 2007
Senator Ellis Bodron (blind Senator/Attorney) February 1995 - May 1999
Tallulah Correctional Center for Boys March 1994 - June 1996
New York Life Insurance Company December 1986 - December 1993
Skills
Grant Writing, Bookkeeping, Program Development, Grants, Resume Writing, Business Process..., Proposal Writing, Non-profit Development, Non-profit..., Non-profit..., Non-profit Marketing, Consignment Resale, Ladies Boutique, Designer Clothes, Execution of Business..., Artist of Butterfly..., Event Management, Fundraising, Non-Profit Fiscal..., Non-Profit Managerial..., Helping Clients Succeed, Vintage Clothing, Consignment, Resales, Men's Clothing, Children's Clothing, Teen's Clothing, Furniture, Housewares, Estate Sales, Donations, Advertising, Fashion Shows, Painting, Non-profits, Women's, Managerial, Marketing, Event Planning, Fiscal Policy, Nonprofits, Small Business, Business Planning, Program Management, Training, Entrepreneurship, Leadership, Social Networking, Business Development, Management
Education
Mississippi College 1995 — 1996
Bachelor of Science BA,, Business Management
44 Management Courses 1982 — 1990
Marketing Management Certified, Marketing and Business Management
University of Alabama at Birmingham 1980 — 1982
BS Administration, Business Management
Designer Diva, LLC October 2014 - Present
Designer Exchange, LLC - Online Store September 2011 - Present
Blooming Butterflies, Inc., A Non Profit Company February 2010 - Present
Avondale Business Development, LLC June 2009 - Present
Grant Assistance Services, Inc., A Non Profit Company October 2008 - January 2012
My Registered Agent, Inc. November 2007 - June 2009
eCorp March 2006 - January 2007
Senator Ellis Bodron (blind Senator/Attorney) February 1995 - May 1999
Tallulah Correctional Center for Boys March 1994 - June 1996
New York Life Insurance Company December 1986 - December 1993
Skills
Grant Writing, Bookkeeping, Program Development, Grants, Resume Writing, Business Process..., Proposal Writing, Non-profit Development, Non-profit..., Non-profit..., Non-profit Marketing, Consignment Resale, Ladies Boutique, Designer Clothes, Execution of Business..., Artist of Butterfly..., Event Management, Fundraising, Non-Profit Fiscal..., Non-Profit Managerial..., Helping Clients Succeed, Vintage Clothing, Consignment, Resales, Men's Clothing, Children's Clothing, Teen's Clothing, Furniture, Housewares, Estate Sales, Donations, Advertising, Fashion Shows, Painting, Non-profits, Women's, Managerial, Marketing, Event Planning, Fiscal Policy, Nonprofits, Small Business, Business Planning, Program Management, Training, Entrepreneurship, Leadership, Social Networking, Business Development, Management
Education
Mississippi College 1995 — 1996
Bachelor of Science BA,, Business Management
44 Management Courses 1982 — 1990
Marketing Management Certified, Marketing and Business Management
University of Alabama at Birmingham 1980 — 1982
BS Administration, Business Management
Blaine A. Jackson Blaine A. Jackson's New York Life Insurance Company Experience December 2000 - December 2005
Job Attorney at Law Retired at Blaine A. Jackson, JD
Industry Law Practice
Experience
Blaine A. Jackson, JD May 2014 - Present
Blaine Jackson, JD, PLLC August 1986 - May 2014
University of Phoenix June 2006 - September 2010
New York Life Insurance Company December 2000 - December 2005
State of Arkansas -- Administrative Office of the Courts March 1987 - December 1990
Skills
Civil Litigation, Estate Planning, Courts, Wills, Litigation, Trials
Education
University of Arkansas School of Law, Fayetteville 1976 — 1979
J.D., Law
University of Arkansas 1965 — 1970
B.S.Ed., Physical Science & English
Blaine A. Jackson, JD May 2014 - Present
Blaine Jackson, JD, PLLC August 1986 - May 2014
University of Phoenix June 2006 - September 2010
New York Life Insurance Company December 2000 - December 2005
State of Arkansas -- Administrative Office of the Courts March 1987 - December 1990
Skills
Civil Litigation, Estate Planning, Courts, Wills, Litigation, Trials
Education
University of Arkansas School of Law, Fayetteville 1976 — 1979
J.D., Law
University of Arkansas 1965 — 1970
B.S.Ed., Physical Science & English
Christine Kotinsky Galamb Christine Kotinsky Galamb's New York Life Insurance Company Experience January 2013 - Present
Job Senior Associate
Industry Government Relations
Experience
New York Life Insurance Company January 2013 - Present
MacDella Cooper Foundation November 2009 - Present
AllianceBernstein May 2007 - January 2013
United States Senate March 2005 - May 2007
Education
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Marketing, Public Relations, Sales
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Non-Profit Managemnet
University of Arizona 1999 — 2004
B.A., Political Science/Business
New York Life Insurance Company January 2013 - Present
MacDella Cooper Foundation November 2009 - Present
AllianceBernstein May 2007 - January 2013
United States Senate March 2005 - May 2007
Education
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Marketing, Public Relations, Sales
William Paterson University of New Jersey 2009 — 2010
Graduate Certificate, Non-Profit Managemnet
University of Arizona 1999 — 2004
B.A., Political Science/Business
Gary Schmitt Gary Schmitt's New York Life Insurance Company Experience 1976 - 1976
Job Vice President at Total Solution Deployment LLC
Industry Management Consulting
Experience
Total Solution Deployment LLC 2011 - Present
Rackspace Managed Hosting July 2008 - December 2010
Owens Corning 2005 - 2008
Milwaukee Electric Tool October 1977 - January 2005
Plastech Corporation 1977 - 1977
New York Life Insurance Company 1976 - 1976
JCPenney 1971 - 1975
US Navy 1970 - 1973
Skills
Six Sigma, Process Improvement, Lean Manufacturing, Operational Excellence, Operations Management, Finance, Training, Project Management, Value Stream Mapping, Forecasting, Cross-functional Team..., Continuous Improvement, Manufacturing..., Toyota Production System, Purchasing, Kaizen, Product Development, Process Engineering, Manufacturing, Supply Chain Management, Supply Chain, Root Cause Analysis, Manufacturing Operations, Kanban, MRP, Supply Management, DMAIC, Materials Management, ISO, Quality Management, Strategic Sourcing, 5S, TQM, FMEA, Quality System, Supplier Quality, Engineering Management, Production Planning, Supplier Evaluation, Automotive, Logistics
Education
University of Arkansas 2000 — 2002
MS, Operations Management
University of Wisconsin-Milwaukee 1970 — 1975
BBA, Business Administration
Total Solution Deployment LLC 2011 - Present
Rackspace Managed Hosting July 2008 - December 2010
Owens Corning 2005 - 2008
Milwaukee Electric Tool October 1977 - January 2005
Plastech Corporation 1977 - 1977
New York Life Insurance Company 1976 - 1976
JCPenney 1971 - 1975
US Navy 1970 - 1973
Skills
Six Sigma, Process Improvement, Lean Manufacturing, Operational Excellence, Operations Management, Finance, Training, Project Management, Value Stream Mapping, Forecasting, Cross-functional Team..., Continuous Improvement, Manufacturing..., Toyota Production System, Purchasing, Kaizen, Product Development, Process Engineering, Manufacturing, Supply Chain Management, Supply Chain, Root Cause Analysis, Manufacturing Operations, Kanban, MRP, Supply Management, DMAIC, Materials Management, ISO, Quality Management, Strategic Sourcing, 5S, TQM, FMEA, Quality System, Supplier Quality, Engineering Management, Production Planning, Supplier Evaluation, Automotive, Logistics
Education
University of Arkansas 2000 — 2002
MS, Operations Management
University of Wisconsin-Milwaukee 1970 — 1975
BBA, Business Administration
Octavio Valenzuela Octavio Valenzuela's New York Life Insurance Company Experience September 2010 - December 2011
Job Equities Trader
Industry Financial Services
Experience
Scottsdale Capital Advisors February 2014 - Present
BMA Securities August 2013 - January 2014
Merrill Lynch August 2011 - February 2013
New York Life Insurance Company September 2010 - December 2011
Westminster Securities Corporation April 2007 - December 2008
Westminster Securities Corporation April 2007 - December 2008
The Vertical Group Inc. April 2005 - April 2007
Carlin Equities Corp. November 2002 - April 2005
Ladenburg Thalmann January 2001 - February 2002
William V. Frankel and Co. November 1996 - January 2001
Skills
Retirement Planning, 401k, Life Insurance, Spanish, Series 7, Securities, Equity Trading, Series 63, Investments, Long Term Care Insurance, Series 66, Series 55, Series 24, Equities, Trading
Education
University of Arizona 1991 — 1996
B.S., Regional Development
Catalina High School 1983 — 1987
Scottsdale Capital Advisors February 2014 - Present
BMA Securities August 2013 - January 2014
Merrill Lynch August 2011 - February 2013
New York Life Insurance Company September 2010 - December 2011
Westminster Securities Corporation April 2007 - December 2008
Westminster Securities Corporation April 2007 - December 2008
The Vertical Group Inc. April 2005 - April 2007
Carlin Equities Corp. November 2002 - April 2005
Ladenburg Thalmann January 2001 - February 2002
William V. Frankel and Co. November 1996 - January 2001
Skills
Retirement Planning, 401k, Life Insurance, Spanish, Series 7, Securities, Equity Trading, Series 63, Investments, Long Term Care Insurance, Series 66, Series 55, Series 24, Equities, Trading
Education
University of Arizona 1991 — 1996
B.S., Regional Development
Catalina High School 1983 — 1987
Henry Chip Weibler Henry Chip Weibler's New York Life Insurance Company Experience April 2011 - October 2011
Job Investor
Industry Financial Services
Experience
Private Investor 2006 - Present
New York Life Insurance Company April 2011 - October 2011
High Point Financial Group April 2011 - October 2011
Ascendant Partners 2005 - 2009
Great-West Life and Annuity Insurance Company 2004 - 2004
J.P. Turner & Company 2003 - 2003
Skills
Investments, Insurance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Security Analysis, Cash Flow Forecasting, Securities, Cash Flow, Forecasting, Options, Valuation, Asset Management, Equity Research, Due Diligence, Equities, Risk Management, Financial Markets, DCF, Investment Banking
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA, Finance
University of Arizona 1993 — 1997
Bachelor of Science (B.S.), Exercise Physiology
Private Investor 2006 - Present
New York Life Insurance Company April 2011 - October 2011
High Point Financial Group April 2011 - October 2011
Ascendant Partners 2005 - 2009
Great-West Life and Annuity Insurance Company 2004 - 2004
J.P. Turner & Company 2003 - 2003
Skills
Investments, Insurance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Planning, Security Analysis, Cash Flow Forecasting, Securities, Cash Flow, Forecasting, Options, Valuation, Asset Management, Equity Research, Due Diligence, Equities, Risk Management, Financial Markets, DCF, Investment Banking
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA, Finance
University of Arizona 1993 — 1997
Bachelor of Science (B.S.), Exercise Physiology
Kendall Clifford-Large Kendall Clifford-Large's New York Life Insurance Company Experience January 2015 - Present
Job Manager, Creative Development at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2012 - Present
Insights, Inc. 2009 - June 2012
Willoughby Golf Club 2010 - 2012
Fenton Lang Bruner & Associates 2009 - 2012
The Firefly Group 2007 - 2009
Capital Network 2007 - 2007
Skills
Market Research, Strategic Planning, Brand Development, Business Development, Business Planning, Marketing Communications, Social Media, Public Relations, Advertising, Social Media Marketing, Marketing Strategy, Marketing, Marketing Research, Email Marketing, Online Advertising, Digital Marketing, Integrated Marketing, Blogging, Copywriting, Direct Mail, Creative Direction, Event Management, Event Planning, Lead Generation, Market Planning, Online Marketing, Social Networking
Education
University of Alabama 2003 — 2007
BA, Communications and Business Administration
Martin County High School
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company June 2012 - Present
Insights, Inc. 2009 - June 2012
Willoughby Golf Club 2010 - 2012
Fenton Lang Bruner & Associates 2009 - 2012
The Firefly Group 2007 - 2009
Capital Network 2007 - 2007
Skills
Market Research, Strategic Planning, Brand Development, Business Development, Business Planning, Marketing Communications, Social Media, Public Relations, Advertising, Social Media Marketing, Marketing Strategy, Marketing, Marketing Research, Email Marketing, Online Advertising, Digital Marketing, Integrated Marketing, Blogging, Copywriting, Direct Mail, Creative Direction, Event Management, Event Planning, Lead Generation, Market Planning, Online Marketing, Social Networking
Education
University of Alabama 2003 — 2007
BA, Communications and Business Administration
Martin County High School
Leslie Paul, PHR's New York Life Insurance Company Experience September 2012 - May 2015
Job Employee Relations at Bloomberg LP
Industry Human Resources
Experience
Bloomberg LP May 2015 - Present
New York Life Insurance Company September 2012 - May 2015
Foot Locker, Inc. December 2010 - August 2012
Target January 2008 - December 2010
Target June 2005 - October 2007
Career Services, SUNY Buffalo August 2004 - May 2005
Skills
Stores, Retail, Store Management, Retail Management, Retail Industry, Training &..., Leadership Development, Labor Relations, College Recruiting, Succession Planning, Career Services, Employee Relations, Union Avoidance, Employee/Labor Relations, Human Resources, Performance Management, Onboarding, Career Counseling, Talent Management, New Hire Orientations, Interviews, Leadership, Hiring, Talent Acquisition, Employee Training, Employee Engagement, Industrial Relations, Employee Relations...
Education
University at Buffalo 2000 — 2005
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Bloomberg LP May 2015 - Present
New York Life Insurance Company September 2012 - May 2015
Foot Locker, Inc. December 2010 - August 2012
Target January 2008 - December 2010
Target June 2005 - October 2007
Career Services, SUNY Buffalo August 2004 - May 2005
Skills
Stores, Retail, Store Management, Retail Management, Retail Industry, Training &..., Leadership Development, Labor Relations, College Recruiting, Succession Planning, Career Services, Employee Relations, Union Avoidance, Employee/Labor Relations, Human Resources, Performance Management, Onboarding, Career Counseling, Talent Management, New Hire Orientations, Interviews, Leadership, Hiring, Talent Acquisition, Employee Training, Employee Engagement, Industrial Relations, Employee Relations...
Education
University at Buffalo 2000 — 2005
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Garret Swazey Garret Swazey's New York Life Insurance Company Experience January 2014 - Present
Job New York Life Agent protecting Maine families
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Bank of America August 2006 - June 2013
West September 2005 - February 2006
DIRECTV October 2004 - October 2005
Microdyne Outsourcing Inc February 2001 - July 2002
Skills
401k Rollovers, Annuity Sales, Asset Protection, Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement, Retirement Planning, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Thought Leadership, Time Management, Wealth Preservation...
Education
University of Maine at Augusta 2009 — 2015
Accounting
University of Alabama in Huntsville 2003 — 2006
Management Information Systems, General
Bangor High School, Bangor Maine
New York Life Insurance Company January 2014 - Present
Bank of America August 2006 - June 2013
West September 2005 - February 2006
DIRECTV October 2004 - October 2005
Microdyne Outsourcing Inc February 2001 - July 2002
Skills
401k Rollovers, Annuity Sales, Asset Protection, Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement, Retirement Planning, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Thought Leadership, Time Management, Wealth Preservation...
Education
University of Maine at Augusta 2009 — 2015
Accounting
University of Alabama in Huntsville 2003 — 2006
Management Information Systems, General
Bangor High School, Bangor Maine
Kim Rankin-Hill Kim Rankin-Hill's New York Life Insurance Company Experience July 2006 - January 2015
Job Consulting, Investments at Self Employed
Industry Financial Services
Experience
Self Employed January 2015 - Present
New York Life Insurance Company July 2006 - January 2015
Clark, Thomas & Winters 2004 - 2006
Starwood Hotels & Resorts Worldwide, Inc. 2000 - 2004
Skills
Long-term Care, Disability Insurance, Retirement Planning, Retirement, Life Insurance, Long Term Care Insurance, Estate Planning, Insurance, Mutual Funds, Asset Protection, Elder Care, Crisis Management, Conflict Resolution, Decision Support, Project Coordination, Mental Health Care, Legal Research, Training, Health Insurance, Term Life Insurance
Education
University of Alabama 1988 — 1992
Bachelor of Social Work
Self Employed January 2015 - Present
New York Life Insurance Company July 2006 - January 2015
Clark, Thomas & Winters 2004 - 2006
Starwood Hotels & Resorts Worldwide, Inc. 2000 - 2004
Skills
Long-term Care, Disability Insurance, Retirement Planning, Retirement, Life Insurance, Long Term Care Insurance, Estate Planning, Insurance, Mutual Funds, Asset Protection, Elder Care, Crisis Management, Conflict Resolution, Decision Support, Project Coordination, Mental Health Care, Legal Research, Training, Health Insurance, Term Life Insurance
Education
University of Alabama 1988 — 1992
Bachelor of Social Work
George Coxhead, CLU, ChFC's New York Life Insurance Company Experience 1998 - 1999
Job Associate at The Teague Group
Industry Financial Services
Experience
The Teague Group October 2012 - Present
MetLife Securities September 2011 - October 2012
The Teague Group 2005 - September 2011
Provident Mutual/ Nationwide 1999 - 2005
New York Life Insurance Company 1998 - 1999
Skills
Fixed Annuities, Financial Services, Investments, Retirement Planning, Life Insurance, Mutual Funds, Leadership, Retirement, Disability Insurance, Series 7, Wealth Management
Education
Reformed Theological Seminary 1975 — 1979
Master of Divinity (M.Div.), D.Min
University of Alabama 1972 — 1974
Bachelor of Science (B.S.), Education
University of North Carolina at Chapel Hill 1970 — 1972
The Westminster Schools 1968 — 1970
The Teague Group October 2012 - Present
MetLife Securities September 2011 - October 2012
The Teague Group 2005 - September 2011
Provident Mutual/ Nationwide 1999 - 2005
New York Life Insurance Company 1998 - 1999
Skills
Fixed Annuities, Financial Services, Investments, Retirement Planning, Life Insurance, Mutual Funds, Leadership, Retirement, Disability Insurance, Series 7, Wealth Management
Education
Reformed Theological Seminary 1975 — 1979
Master of Divinity (M.Div.), D.Min
University of Alabama 1972 — 1974
Bachelor of Science (B.S.), Education
University of North Carolina at Chapel Hill 1970 — 1972
The Westminster Schools 1968 — 1970
Sarah Dahlen Sarah Dahlen's New York Life Insurance Company Experience August 2012 - March 2013
Job Clinical Associates at Southcentral Foundation
Industry Health, Wellness and Fitness
Experience
Southcentral Foundation October 2013 - Present
Media Production Associates March 2013 - October 2013
New York Life Insurance Company August 2012 - March 2013
Covenant House September 2002 - 2012
Skills
Retirement, Insurance, Analysis, Public Speaking, Coaching, Customer Service, Team Leadership, Nonprofits, Strategic Planning, Team Building, PowerPoint, Leadership
Education
University of Alaska Anchorage 2006 — 2012
Bachelor's degree, Human Services, General
Southcentral Foundation October 2013 - Present
Media Production Associates March 2013 - October 2013
New York Life Insurance Company August 2012 - March 2013
Covenant House September 2002 - 2012
Skills
Retirement, Insurance, Analysis, Public Speaking, Coaching, Customer Service, Team Leadership, Nonprofits, Strategic Planning, Team Building, PowerPoint, Leadership
Education
University of Alaska Anchorage 2006 — 2012
Bachelor's degree, Human Services, General
Mark A. Kaufman Mark A. Kaufman's New York Life Insurance Company Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group 2011 - Present
New York Life Insurance Company 2010 - 2011
Advanced Planning Services, Inc. / Westland Financial Services, Inc. 2006 - 2009
Delsen & Company, LLP / HSBC Auto Finance 2003 - 2006
Skills
Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Life Insurance, Employee Benefits, Investments, Estate Planning, Financial Services, Finance, Leadership, Strategic Financial..., Sales, Retirement, Marketing, Financial Planners
Education
University of Arizona 1997 — 2002
BA, International Business
MassMutual Financial Group 2011 - Present
New York Life Insurance Company 2010 - 2011
Advanced Planning Services, Inc. / Westland Financial Services, Inc. 2006 - 2009
Delsen & Company, LLP / HSBC Auto Finance 2003 - 2006
Skills
Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Life Insurance, Employee Benefits, Investments, Estate Planning, Financial Services, Finance, Leadership, Strategic Financial..., Sales, Retirement, Marketing, Financial Planners
Education
University of Arizona 1997 — 2002
BA, International Business
Bill Bee Bill Bee's New York Life Insurance Company Experience 1983 - Present
Job Agent Registered Representative at New York Life Insurance Company
Industry Insurance
Experience
'Bee Insured' Benefits Group LLC March 1983 - Present
New York Life Insurance Company 1983 - Present
Skills
Insurance, Life Insurance, Term Life Insurance, Retirement, Small Business, Estate Planning, Whole Life, Business Planning, Retirement Planning, Licensed In Long Term..., IRA Rollovers, Strategic Planning
Education
University of Alabama 1974 — 1980
'Bee Insured' Benefits Group LLC March 1983 - Present
New York Life Insurance Company 1983 - Present
Skills
Insurance, Life Insurance, Term Life Insurance, Retirement, Small Business, Estate Planning, Whole Life, Business Planning, Retirement Planning, Licensed In Long Term..., IRA Rollovers, Strategic Planning
Education
University of Alabama 1974 — 1980
Andrew Reina Andrew Reina's New York Life Insurance Company Experience September 2008 - September 2010
Job Financial Consultant at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners February 2013 - Present
Commonwealth Financial Group March 2011 - October 2012
New York Life Insurance Company September 2008 - September 2010
Education
University at Buffalo 2003 — 2008
Communication
ING Financial Partners February 2013 - Present
Commonwealth Financial Group March 2011 - October 2012
New York Life Insurance Company September 2008 - September 2010
Education
University at Buffalo 2003 — 2008
Communication
Veronica Tatum Veronica Tatum's New York Life Insurance Company Experience June 2010 - Present
Job agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company June 2010 - Present
Chilkoots Charlies 2002 - 2010
Kincaid Grill 2003 - 2009
Wells Fargo July 1997 - February 2002
Education
University of Alaska Anchorage
Finance, business, geology, culinary arts
New York Life Insurance Company June 2010 - Present
Chilkoots Charlies 2002 - 2010
Kincaid Grill 2003 - 2009
Wells Fargo July 1997 - February 2002
Education
University of Alaska Anchorage
Finance, business, geology, culinary arts
Courtney Crowell Courtney Crowell's New York Life Insurance Company Experience November 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Saia Inc. June 2013 - April 2014
Enterprise Rent-A-Car March 2011 - April 2013
Florida's Great Northwest January 2009 - October 2010
Time Warner Telecom 2008 - 2008
Skills
Economic Development, Marketing, Training, Management, Strategic Planning, Sales, Event Planning, Customer Service, Customer Retention, Recruiting, Non-profits, Public Relations
Education
University of Alabama 2004 — 2008
Bachelor, Marketing
New York Life Insurance Company November 2014 - Present
Saia Inc. June 2013 - April 2014
Enterprise Rent-A-Car March 2011 - April 2013
Florida's Great Northwest January 2009 - October 2010
Time Warner Telecom 2008 - 2008
Skills
Economic Development, Marketing, Training, Management, Strategic Planning, Sales, Event Planning, Customer Service, Customer Retention, Recruiting, Non-profits, Public Relations
Education
University of Alabama 2004 — 2008
Bachelor, Marketing
Bruce Alden Bruce Alden's New York Life Insurance Company Experience February 2012 - January 2014
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group January 2015 - Present
Liberty National Life Insurance Company October 2013 - October 2014
New York Life Insurance Company February 2012 - January 2014
Cycle of Success Institue Georgia, LLC July 2009 - January 2011
Dixie Concrete Construction, Inc April 2004 - July 2008
ADS Property Solutions, Inc. February 2003 - January 2008
A & S Devlopment Enterprises, Inc April 2004 - October 2007
Skills
Business Development, Strategic Planning, Team Building, Negotiation, Start-ups, B2B, Management, Real Estate, Residential Homes, Budgets, Small Business, Outsourcing, New Business Development, Advertising, Construction, Business Planning, Leadership, Entrepreneurship, Sales, Sales Management, Marketing
Education
University of Alabama 1982 — 1983
Marketing
McCallie 1978 — 1982
High School, General
WealthSpan Financial Group January 2015 - Present
Liberty National Life Insurance Company October 2013 - October 2014
New York Life Insurance Company February 2012 - January 2014
Cycle of Success Institue Georgia, LLC July 2009 - January 2011
Dixie Concrete Construction, Inc April 2004 - July 2008
ADS Property Solutions, Inc. February 2003 - January 2008
A & S Devlopment Enterprises, Inc April 2004 - October 2007
Skills
Business Development, Strategic Planning, Team Building, Negotiation, Start-ups, B2B, Management, Real Estate, Residential Homes, Budgets, Small Business, Outsourcing, New Business Development, Advertising, Construction, Business Planning, Leadership, Entrepreneurship, Sales, Sales Management, Marketing
Education
University of Alabama 1982 — 1983
Marketing
McCallie 1978 — 1982
High School, General
Steve Huntley Steve Huntley's New York Life Insurance Company Experience January 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
HUNTLEY FINANCIAL SERVICES January 2009 - Present
New York Life Insurance Company January 2009 - Present
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY January 2007 - Present
MEGA LIFE AND HEALTH INSURANCE COMPANY January 2006 - Present
Forester's Financial Services Inc. December 2008 - May 2011
United Airlines June 1989 - May 2006
United Airlines January 1989 - January 2006
Fairbanks Alaska Convention And Visitor's Bureau June 1984 - May 1986
Skills
Contract Negotiation, Interviews, Insurance, Sales, Marketing, Strategic Planning, New Business Development, Team Building, Public Speaking, Customer Service, Employee Benefits, Negotiation, Strategic Financial..., Life Insurance, Marketing Strategy, Leadership
Education
University of Alaska Fairbanks 1982 — 1984
BA, Travel Industry Management
University of Alaska Fairbanks 1982 — 1984
Bachelor of Arts Degree, Business Administration
US AIR FORCE 1974 — 1975
Master, Marketing
HUNTLEY FINANCIAL SERVICES January 2009 - Present
New York Life Insurance Company January 2009 - Present
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY January 2007 - Present
MEGA LIFE AND HEALTH INSURANCE COMPANY January 2006 - Present
Forester's Financial Services Inc. December 2008 - May 2011
United Airlines June 1989 - May 2006
United Airlines January 1989 - January 2006
Fairbanks Alaska Convention And Visitor's Bureau June 1984 - May 1986
Skills
Contract Negotiation, Interviews, Insurance, Sales, Marketing, Strategic Planning, New Business Development, Team Building, Public Speaking, Customer Service, Employee Benefits, Negotiation, Strategic Financial..., Life Insurance, Marketing Strategy, Leadership
Education
University of Alaska Fairbanks 1982 — 1984
BA, Travel Industry Management
University of Alaska Fairbanks 1982 — 1984
Bachelor of Arts Degree, Business Administration
US AIR FORCE 1974 — 1975
Master, Marketing
Steve Myrtil Steve Myrtil's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company March 2013 - Present
Fidelity Borrowing Mortgage Bankers September 2008 - June 2010
Lend America June 2004 - August 2008
Franklin First Financial January 2002 - June 2004
USI Administrators January 1999 - January 2002
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
University at Buffalo 1994 — 1998
Bachelor of Arts, Psychology
University at Buffalo 1994 — 1998
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company March 2013 - Present
Fidelity Borrowing Mortgage Bankers September 2008 - June 2010
Lend America June 2004 - August 2008
Franklin First Financial January 2002 - June 2004
USI Administrators January 1999 - January 2002
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
University at Buffalo 1994 — 1998
Bachelor of Arts, Psychology
University at Buffalo 1994 — 1998
Cody Bullock Cody Bullock's New York Life Insurance Company Experience April 2005 - March 2008
Job Partner, CoFounder at Gemini Financial, LLC
Industry Insurance
Experience
Gemini Financial, LLC January 2011 - Present
Daniel Boone Duck Club January 2001 - August 2015
Federal Retirement Strategies January 2013 - June 2015
New York Life Insurance Company April 2005 - March 2008
Bankers Life October 2001 - March 2005
Skills
Sales, Sales Management, Insurance, Life Insurance, Customer Service, Team Building, Marketing, Strategic Planning, Management, New Business Development, Term Life Insurance, Marketing Strategy, Financial Analysis, Retirement, Fixed Annuities, Long-term Care, Employee Benefits, Leadership, Small Business, Business Planning, Negotiation, Disability Insurance, Advertising, Social Networking, Leadership Development, Long Term Care Insurance, Retirement Planning, Investments
Education
Arkansas State University, University of Arkansas 1999 — 2001
Bachelors of Science, Marketing Management, Marketing Management
University of Central Arkansas 1995 — 1997
Marketing
University of Arkansas at Fayetteville 1994 — 1995
Industrial Engineering
Gemini Financial, LLC January 2011 - Present
Daniel Boone Duck Club January 2001 - August 2015
Federal Retirement Strategies January 2013 - June 2015
New York Life Insurance Company April 2005 - March 2008
Bankers Life October 2001 - March 2005
Skills
Sales, Sales Management, Insurance, Life Insurance, Customer Service, Team Building, Marketing, Strategic Planning, Management, New Business Development, Term Life Insurance, Marketing Strategy, Financial Analysis, Retirement, Fixed Annuities, Long-term Care, Employee Benefits, Leadership, Small Business, Business Planning, Negotiation, Disability Insurance, Advertising, Social Networking, Leadership Development, Long Term Care Insurance, Retirement Planning, Investments
Education
Arkansas State University, University of Arkansas 1999 — 2001
Bachelors of Science, Marketing Management, Marketing Management
University of Central Arkansas 1995 — 1997
Marketing
University of Arkansas at Fayetteville 1994 — 1995
Industrial Engineering
Jesse Carpenter Jesse Carpenter's New York Life Insurance Company Experience June 2009 - August 2010
Job Auditor / Accountant at Newhouse & Vogler, CPA's
Industry Financial Services
Experience
Newhouse and Vogler, CPA's May 2014 - Present
Denali Alaskan Federal Credit Union May 2015 - Present
Denali Alaskan Federal Credit Union December 2010 - May 2014
New York Life Insurance Company June 2009 - August 2010
Marsh & McLennan Companies, Inc. January 2007 - June 2009
Skills
Investments, Risk Management, Finance, Leadership, Insurance, Financial Services, Portfolio Management, Management, Accounting, Auditing, Financial Analysis, Financial Statements, Mutual Funds, Retirement Planning, Financial Planning, Banking
Education
University of Alaska Anchorage
B.S. Business Administration, Concentration in Management and Accounting
Newhouse and Vogler, CPA's May 2014 - Present
Denali Alaskan Federal Credit Union May 2015 - Present
Denali Alaskan Federal Credit Union December 2010 - May 2014
New York Life Insurance Company June 2009 - August 2010
Marsh & McLennan Companies, Inc. January 2007 - June 2009
Skills
Investments, Risk Management, Finance, Leadership, Insurance, Financial Services, Portfolio Management, Management, Accounting, Auditing, Financial Analysis, Financial Statements, Mutual Funds, Retirement Planning, Financial Planning, Banking
Education
University of Alaska Anchorage
B.S. Business Administration, Concentration in Management and Accounting
David Eisenberg David Eisenberg's New York Life Insurance Company Experience June 2011 - August 2011
Job Premium Search Account Manager at Microsoft
Industry Marketing and Advertising
Experience
Microsoft August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Resolution Media at PHD June 2013 - July 2014
Resolution Media at PHD October 2012 - May 2013
Universal Music Group June 2011 - September 2011
New York Life Insurance Company June 2011 - August 2011
Regent's Review May 2011 - June 2011
Kirschenbaum & Phillips, P.C. May 2010 - September 2010
Andel's Delicatessen October 2009 - December 2009
Timber Lake Camp June 2006 - September 2009
Skills
Microsoft Excel, Marketing Strategy, Marketing Communications, Product Marketing, Music, Sports Marketing, Sports, Retail, Stock Market, Advertising, Marketing, Sales, SEM, PPC, Google Adwords, Digital Strategy, Facebook, Social Media Marketing, Digital Marketing, Online Marketing, Social Media
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Marketing
Syosset Senior High School 2004 — 2008
Microsoft August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Resolution Media at PHD June 2013 - July 2014
Resolution Media at PHD October 2012 - May 2013
Universal Music Group June 2011 - September 2011
New York Life Insurance Company June 2011 - August 2011
Regent's Review May 2011 - June 2011
Kirschenbaum & Phillips, P.C. May 2010 - September 2010
Andel's Delicatessen October 2009 - December 2009
Timber Lake Camp June 2006 - September 2009
Skills
Microsoft Excel, Marketing Strategy, Marketing Communications, Product Marketing, Music, Sports Marketing, Sports, Retail, Stock Market, Advertising, Marketing, Sales, SEM, PPC, Google Adwords, Digital Strategy, Facebook, Social Media Marketing, Digital Marketing, Online Marketing, Social Media
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Marketing
Syosset Senior High School 2004 — 2008
Christine Hiatt's New York Life Insurance Company Experience September 2015 - Present
Job Insurance Agent/ Retirement specialist
Industry Insurance
Experience
New York Life Insurance Company September 2015 - Present
Bankers Life July 2014 - September 2015
Lowe's Companies, Inc. January 2014 - July 2014
Asheville Medical April 2012 - January 2014
Town Square May 2005 - December 2011
Skills
Insurance, Sales Management, Sales, Medicare, Life Insurance, Term Life Insurance, Management
Education
University of Phoenix 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 2007 — 2009
Bachelor of Business Administration (BBA), Registered Nursing/Registered Nurse
New York Life Insurance Company September 2015 - Present
Bankers Life July 2014 - September 2015
Lowe's Companies, Inc. January 2014 - July 2014
Asheville Medical April 2012 - January 2014
Town Square May 2005 - December 2011
Skills
Insurance, Sales Management, Sales, Medicare, Life Insurance, Term Life Insurance, Management
Education
University of Phoenix 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 2007 — 2009
Bachelor of Business Administration (BBA), Registered Nursing/Registered Nurse
Davis Samuels Davis Samuels's New York Life Insurance Company Experience August 2015 - Present
Job Financial Representative, New York Life
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Skills
Microsoft Word, Customer Service, Public Speaking, Teamwork, English, Time Management, Leadership, Editing, Public Relations, Event Management, Project Management, Strategic Planning, Sales, Team Leadership, Research, Social Media, Team Building, Teaching, Budgets, Training
Education
University of Alabama 2011 — 2015
Business/Commerce, General
New York Life Insurance Company August 2015 - Present
Skills
Microsoft Word, Customer Service, Public Speaking, Teamwork, English, Time Management, Leadership, Editing, Public Relations, Event Management, Project Management, Strategic Planning, Sales, Team Leadership, Research, Social Media, Team Building, Teaching, Budgets, Training
Education
University of Alabama 2011 — 2015
Business/Commerce, General
Jason Dennis Jason Dennis's New York Life Insurance Company Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Alaska Railroad 1996 - 2014
Alaska Railroad 1996 - 2014
Skills
Contract Negotiation, Logistics, Operations Management, Project Planning, Team Building, Budgets, Customer Service, Program Management, Project Management, Strategic Planning, Transportation, Sales, Supervisory Skills, Public Speaking, Leadership
Education
University of Alaska Anchorage 1994 — 1999
Service High School 1990 — 1993
New York Life Insurance Company August 2014 - Present
Alaska Railroad 1996 - 2014
Alaska Railroad 1996 - 2014
Skills
Contract Negotiation, Logistics, Operations Management, Project Planning, Team Building, Budgets, Customer Service, Program Management, Project Management, Strategic Planning, Transportation, Sales, Supervisory Skills, Public Speaking, Leadership
Education
University of Alaska Anchorage 1994 — 1999
Service High School 1990 — 1993
Matthew Krupp's New York Life Insurance Company Experience October 2012 - November 2013
Job Catering Director @ The Lodge
Industry Hospitality
Experience
The Lodge Patio, Bar and Grill June 2015 - Present
DOXA GROUP June 2015 - Present
The Lodge Patio, Bar and Grill September 2013 - Present
Delaware North Companies September 2007 - 2015
New York Life Insurance Company October 2012 - November 2013
Campus National September 2007 - May 2011
Skills
Planning, Insurance, Operations Management, Long Term Care Insurance, Cash Management, Asset Managment, IRAs, Social Media, Social Media Marketing, Customer Service, Marketing, Sales, Event Planning, Event Management, Disability Insurance, Leadership, Microsoft Office, Social Networking
Education
University at Buffalo 2007 — 2011
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Williamsville North High School
The Lodge Patio, Bar and Grill June 2015 - Present
DOXA GROUP June 2015 - Present
The Lodge Patio, Bar and Grill September 2013 - Present
Delaware North Companies September 2007 - 2015
New York Life Insurance Company October 2012 - November 2013
Campus National September 2007 - May 2011
Skills
Planning, Insurance, Operations Management, Long Term Care Insurance, Cash Management, Asset Managment, IRAs, Social Media, Social Media Marketing, Customer Service, Marketing, Sales, Event Planning, Event Management, Disability Insurance, Leadership, Microsoft Office, Social Networking
Education
University at Buffalo 2007 — 2011
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Williamsville North High School
Jess Kan.'s New York Life Insurance Company Experience December 2013 - Present
Job New School M.A Candidate, Transfer of Asset Analyst, UN Women Consultant
Industry International Trade and Development
Experience
UN Women January 2015 - Present
New York Life Insurance Company December 2013 - Present
The New School August 2013 - December 2013
SelectOne-First Niagara Financial Group April 2012 - August 2013
Mattel November 2012 - April 2013
Complete Management Solutions November 2011 - April 2012
Mcnair Scholars Internship Program September 2010 - September 2011
Skills
•Fluent in Spanish,..., •Proficient in..., •Strong interpersonal..., Consumer Products, Customer Insight, Retail, Competitive Analysis, Research, Customer Service, Leadership, Data Entry, Microsoft Office, Analysis, Editing, Microsoft Excel, Microsoft Word, Nonprofits, Event Planning, PowerPoint, Social Media
Education
The New School 2013 — 2015
Master of Arts (M.A.), Development Economics
State University of New York at Buffalo 2009 — 2011
Bachelor of Arts (B.A.), International studies and Spanish
Cheektowaga Central High school 2005 — 2006
Amherst Central High School 2002 — 2005
UN Women January 2015 - Present
New York Life Insurance Company December 2013 - Present
The New School August 2013 - December 2013
SelectOne-First Niagara Financial Group April 2012 - August 2013
Mattel November 2012 - April 2013
Complete Management Solutions November 2011 - April 2012
Mcnair Scholars Internship Program September 2010 - September 2011
Skills
•Fluent in Spanish,..., •Proficient in..., •Strong interpersonal..., Consumer Products, Customer Insight, Retail, Competitive Analysis, Research, Customer Service, Leadership, Data Entry, Microsoft Office, Analysis, Editing, Microsoft Excel, Microsoft Word, Nonprofits, Event Planning, PowerPoint, Social Media
Education
The New School 2013 — 2015
Master of Arts (M.A.), Development Economics
State University of New York at Buffalo 2009 — 2011
Bachelor of Arts (B.A.), International studies and Spanish
Cheektowaga Central High school 2005 — 2006
Amherst Central High School 2002 — 2005
Christina Berry's New York Life Insurance Company Experience January 2010 - October 2010
Job Business Manager at Western Dental Services
Industry Medical Practice
Experience
Western Dental Services January 2012 - Present
Western Dental Services August 2011 - December 2011
State Farm Insurance October 2010 - September 2011
New York Life Insurance Company January 2010 - October 2010
CyraCom May 2009 - January 2010
Skills
Leadership, Customer Service, Team Building, Time Management, Healthcare, Sales, Management, Strategic Planning, PowerPoint, Microsoft Office, Coaching, Marketing, Training, Microsoft Excel, Sales Management, Customer Satisfaction, Microsoft Word, Insurance, Budgets, Leadership Development, Spanish, Employee Training, Customer Retention, Forecasting, Greek, Brazilian Portuguese, Healthcare Management, Social Media, Event Planning
Education
University of Arizona 2001 — 2008
Bachelor's, Spanish Literature, Modern Greek
Western Dental Services January 2012 - Present
Western Dental Services August 2011 - December 2011
State Farm Insurance October 2010 - September 2011
New York Life Insurance Company January 2010 - October 2010
CyraCom May 2009 - January 2010
Skills
Leadership, Customer Service, Team Building, Time Management, Healthcare, Sales, Management, Strategic Planning, PowerPoint, Microsoft Office, Coaching, Marketing, Training, Microsoft Excel, Sales Management, Customer Satisfaction, Microsoft Word, Insurance, Budgets, Leadership Development, Spanish, Employee Training, Customer Retention, Forecasting, Greek, Brazilian Portuguese, Healthcare Management, Social Media, Event Planning
Education
University of Arizona 2001 — 2008
Bachelor's, Spanish Literature, Modern Greek
Tony Ippolito, CLU, ChFC, CASL Tony Ippolito, CLU, ChFC, CASL's New York Life Insurance Company Experience June 2007 - Present
Job Sales Development Manager
Industry Financial Services
Experience
New York Life Insurance Company June 2007 - Present
New York Life Insurance Company 2004 - Present
New York Life Insurance Company 2004 - 2011
Skills
Fixed Annuities, Retirement Planning, Long-term Care, Life Insurance, Retirement, Mutual Funds, Insurance, Disability Insurance, Term Life Insurance, Training Facilitation
Education
University of Alabama at Birmingham 1981 — 1988
BS, Finance
New York Life Insurance Company June 2007 - Present
New York Life Insurance Company 2004 - Present
New York Life Insurance Company 2004 - 2011
Skills
Fixed Annuities, Retirement Planning, Long-term Care, Life Insurance, Retirement, Mutual Funds, Insurance, Disability Insurance, Term Life Insurance, Training Facilitation
Education
University of Alabama at Birmingham 1981 — 1988
BS, Finance
Monday Brown Monday Brown's New York Life Insurance Company Experience November 2011 - January 2013
Job Talent Specialist at KForce
Industry Staffing and Recruiting
Experience
Kforce Inc September 2015 - Present
Ability Caregivers May 2011 - August 2015
Everest College September 2014 - March 2015
New York Life Insurance Company November 2011 - January 2013
TelePacific Communications March 2008 - December 2009
Skills
Sales, Direct Sales, Marketing, Life Insurance, Insurance, Business Development, Customer Retention, Leadership, Cold Calling, Customer Service, Event Planning, Social Media Marketing, Team Building, Microsoft Office, PowerPoint, Event Management, Public Relations, Social Media, Public Speaking, Social Networking, Microsoft Excel, Recruiting, Training, Interviews, Account Management, Microsoft Word, Outlook
Education
University of Arizona
University of Miami
Bachelor of Science (BS), Communication and Media Studies
Kforce Inc September 2015 - Present
Ability Caregivers May 2011 - August 2015
Everest College September 2014 - March 2015
New York Life Insurance Company November 2011 - January 2013
TelePacific Communications March 2008 - December 2009
Skills
Sales, Direct Sales, Marketing, Life Insurance, Insurance, Business Development, Customer Retention, Leadership, Cold Calling, Customer Service, Event Planning, Social Media Marketing, Team Building, Microsoft Office, PowerPoint, Event Management, Public Relations, Social Media, Public Speaking, Social Networking, Microsoft Excel, Recruiting, Training, Interviews, Account Management, Microsoft Word, Outlook
Education
University of Arizona
University of Miami
Bachelor of Science (BS), Communication and Media Studies
Erich Reed's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Alaska National Guard Bureau September 2003 - Present
North Slope Borough Police Department February 2012 - March 2013
The Alaska Club August 2010 - August 2011
US Army September 2000 - September 2003
Skills
Investment Strategies, Estate Planning, Customer Service, Team Building, Team Leadership, Leadership, Training, Strategic Planning, Public Speaking, Microsoft Office, Government, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Sales Management, Business Networking, Social Networking, Project Planning, Security Clearance, Risk Management, Teaching, Fiber Optic Cable, Physical Security, Public Relations, Community Outreach, Instructor-led Training, Telecommunications..., VTC, Computer Network..., Fundraising, Retirement Planning, Retirement Income..., Long Term Care Insurance, Business Analysis, Small Business, 401k Rollovers
Education
University of Alaska Fairbanks 2012 — 2012
Police Officer Endorsement
University of Alaska Anchorage
Bachelor of Business Administration (B.B.A.), Marketing
East Anchorage High School
New York Life Insurance Company March 2015 - Present
Alaska National Guard Bureau September 2003 - Present
North Slope Borough Police Department February 2012 - March 2013
The Alaska Club August 2010 - August 2011
US Army September 2000 - September 2003
Skills
Investment Strategies, Estate Planning, Customer Service, Team Building, Team Leadership, Leadership, Training, Strategic Planning, Public Speaking, Microsoft Office, Government, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Sales Management, Business Networking, Social Networking, Project Planning, Security Clearance, Risk Management, Teaching, Fiber Optic Cable, Physical Security, Public Relations, Community Outreach, Instructor-led Training, Telecommunications..., VTC, Computer Network..., Fundraising, Retirement Planning, Retirement Income..., Long Term Care Insurance, Business Analysis, Small Business, 401k Rollovers
Education
University of Alaska Fairbanks 2012 — 2012
Police Officer Endorsement
University of Alaska Anchorage
Bachelor of Business Administration (B.B.A.), Marketing
East Anchorage High School
Kristin Moen's New York Life Insurance Company Experience July 2009 - March 2010
Job Vice President of Sales and Business Development RRK,Inc.
Industry Management Consulting
Experience
VP of Sales and Business Development RRK,Inc. July 2014 - Present
Self April 2013 - July 2014
Go Health Insurance April 2012 - January 2013
Alaska Promotions October 2007 - December 2012
New York Life Insurance Company July 2009 - March 2010
Wells Fargo Home Mortgage December 2004 - January 2009
Skills
Sales, Marketing, Health Insurance, Life Insurance, Fixed Annuities, Accounting, Medicare, Strategic Sales, New Business Development, Revenue Growth..., Team Leadership, Product Information..., Client Presentation, Client Relations, Public Relations, Insurance, Finance, Investments, Management, Risk Management, Business Strategy, Small Business, Marketing Strategy, Mortgage Lending, Business, Employee Benefits
Education
University of Alaska Southeast 2000 — 2003
Bachelor of Arts (B.A.), Business
VP of Sales and Business Development RRK,Inc. July 2014 - Present
Self April 2013 - July 2014
Go Health Insurance April 2012 - January 2013
Alaska Promotions October 2007 - December 2012
New York Life Insurance Company July 2009 - March 2010
Wells Fargo Home Mortgage December 2004 - January 2009
Skills
Sales, Marketing, Health Insurance, Life Insurance, Fixed Annuities, Accounting, Medicare, Strategic Sales, New Business Development, Revenue Growth..., Team Leadership, Product Information..., Client Presentation, Client Relations, Public Relations, Insurance, Finance, Investments, Management, Risk Management, Business Strategy, Small Business, Marketing Strategy, Mortgage Lending, Business, Employee Benefits
Education
University of Alaska Southeast 2000 — 2003
Bachelor of Arts (B.A.), Business
Ryan Faulkner's New York Life Insurance Company Experience July 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company November 2011 - July 2013
Gourmet Ventures Inc. dba Red Robin March 1999 - December 2011
Skills
Financial Recruiting, Recruiting, Training, Communication, Interviewing, Multi-Tasking Skills, Time Management, Thought Leadership, College Recruiting, Hands On Leader, Investments, Small Business, Business Planning
Education
University of Alaska Anchorage
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company November 2011 - July 2013
Gourmet Ventures Inc. dba Red Robin March 1999 - December 2011
Skills
Financial Recruiting, Recruiting, Training, Communication, Interviewing, Multi-Tasking Skills, Time Management, Thought Leadership, College Recruiting, Hands On Leader, Investments, Small Business, Business Planning
Education
University of Alaska Anchorage
Daniel C. Sawyer Daniel C. Sawyer's New York Life Insurance Company Experience 2001 - 2002
Job Financial Advisor at Life Planning Group
Industry Insurance
Experience
Life Planning Group May 2015 - Present
SHG Financial Group February 2004 - February 2015
Parmett Group, Ltd. 2002 - 2004
New York Life Insurance Company 2001 - 2002
Skills
Life Insurance, Annuities, Estate Planning, Business Succession, Life Settlements, Relationship Mangement, Underwriting, Business Development, Negotiation, Wealth & Succession..., General Insurance, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Financial Services, Sales, Succession Planning, CRM, Financial Planning
Education
SUNY at Buffalo
Life Planning Group May 2015 - Present
SHG Financial Group February 2004 - February 2015
Parmett Group, Ltd. 2002 - 2004
New York Life Insurance Company 2001 - 2002
Skills
Life Insurance, Annuities, Estate Planning, Business Succession, Life Settlements, Relationship Mangement, Underwriting, Business Development, Negotiation, Wealth & Succession..., General Insurance, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Financial Services, Sales, Succession Planning, CRM, Financial Planning
Education
SUNY at Buffalo
Justin Kunz Justin Kunz's New York Life Insurance Company Experience January 2003 - June 2005
Job VP, Relationship Manager Fidelity Family Office
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Shelton Capital Management June 2005 - January 2007
New York Life Insurance Company January 2003 - June 2005
Education
St Francis high school
University of Arizona
BS, Business Economics
University of Arizona, Eller College of Management
Business Economics
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Shelton Capital Management June 2005 - January 2007
New York Life Insurance Company January 2003 - June 2005
Education
St Francis high school
University of Arizona
BS, Business Economics
University of Arizona, Eller College of Management
Business Economics
Kathy Koshy Kathy Koshy's New York Life Insurance Company Experience 1995 - 2004
Job AVP, NAIC Actuary at John Hancock Life Insurance Company (U.S.A.)
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
Munich American Reassurance Company 2008 - 2010
Towers Perrin 2004 - 2008
New York Life Insurance Company 1995 - 2004
Skills
ALM, Financial Reporting, Financial Analysis, Asset Modeling, Actuarial Science, Management, Insurance, Risk Management, Fixed Annuities, Valuation, Reinsurance, Financial Risk, Financial Modeling, Analysis
Education
University at Buffalo 1987 — 1989
Masters
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
Munich American Reassurance Company 2008 - 2010
Towers Perrin 2004 - 2008
New York Life Insurance Company 1995 - 2004
Skills
ALM, Financial Reporting, Financial Analysis, Asset Modeling, Actuarial Science, Management, Insurance, Risk Management, Fixed Annuities, Valuation, Reinsurance, Financial Risk, Financial Modeling, Analysis
Education
University at Buffalo 1987 — 1989
Masters
Jared Tevis's New York Life Insurance Company Experience July 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
The University of Arizona August 2010 - December 2014
Skills
Financial Statements, Financial Analysis, Bloomberg Terminal, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Customer Service, Client Relations, Account Management, Personal Finance, Risk Management, Life & Health Insurance...
Education
University of Arizona, Eller College of Management 2014 — 2016
Master's Degree, Science of Finance
University of Arizona 2010 — 2014
Bachelor’s Degree, Finance
Canyon Del Oro High School 2006 — 2010
Diploma
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
The University of Arizona August 2010 - December 2014
Skills
Financial Statements, Financial Analysis, Bloomberg Terminal, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Customer Service, Client Relations, Account Management, Personal Finance, Risk Management, Life & Health Insurance...
Education
University of Arizona, Eller College of Management 2014 — 2016
Master's Degree, Science of Finance
University of Arizona 2010 — 2014
Bachelor’s Degree, Finance
Canyon Del Oro High School 2006 — 2010
Diploma
Beau Woodis Beau Woodis's New York Life Insurance Company Experience June 2015 - Present
Job Financial Services Representative with New York Life
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Burger Up Cool Springs May 2013 - June 2014
Education
University of Tennessee-Knoxville 2009 — 2013
Bachelor of Science in Business Administration, Finance, Emphasis in Accounting
University of Alabama 2008 — 2009
New York Life Insurance Company June 2015 - Present
Burger Up Cool Springs May 2013 - June 2014
Education
University of Tennessee-Knoxville 2009 — 2013
Bachelor of Science in Business Administration, Finance, Emphasis in Accounting
University of Alabama 2008 — 2009
Alex Voss's New York Life Insurance Company Experience September 2012 - May 2013
Job Real Estate Manager & Account Executive
Industry Marketing and Advertising
Experience
New York Life Insurance Company September 2012 - May 2013
UAB Campus Recreation Center October 2011 - August 2012
Skills
Marketing, Social Media, Research, Time Management, Social Media Marketing, Negotiation, Lease Negotiations, Property Management, DOT regulations, Operations Management, Ordinances, Procurement, Microsoft Office, Sales, Contract Negotiation, Advertising, Billboards
Education
University of Alabama at Birmingham 2010 — 2012
Bachelor of Science (B.S.), Marketing
New York Life Insurance Company September 2012 - May 2013
UAB Campus Recreation Center October 2011 - August 2012
Skills
Marketing, Social Media, Research, Time Management, Social Media Marketing, Negotiation, Lease Negotiations, Property Management, DOT regulations, Operations Management, Ordinances, Procurement, Microsoft Office, Sales, Contract Negotiation, Advertising, Billboards
Education
University of Alabama at Birmingham 2010 — 2012
Bachelor of Science (B.S.), Marketing
TJ Fox's New York Life Insurance Company Experience August 2015 - Present
Job Helping families achieve financial independence in the Tucson area
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Target August 2013 - August 2015
Rose Management Group July 2011 - July 2013
Bashas' May 2003 - January 2012
Skills
Customer Service, Team Building, Microsoft Word, Store Management, PowerPoint, Inventory Management, Microsoft Excel, Asset Protection, Life Insurance
Education
University of Arizona 2007 — 2011
Bachelor of Arts (BA), Economics
Canyon del Oro High School 2000 — 2004
New York Life Insurance Company August 2015 - Present
Target August 2013 - August 2015
Rose Management Group July 2011 - July 2013
Bashas' May 2003 - January 2012
Skills
Customer Service, Team Building, Microsoft Word, Store Management, PowerPoint, Inventory Management, Microsoft Excel, Asset Protection, Life Insurance
Education
University of Arizona 2007 — 2011
Bachelor of Arts (BA), Economics
Canyon del Oro High School 2000 — 2004
Sarah O'Brien's New York Life Insurance Company Experience June 2012 - January 2013
Job Recruiter
Industry Human Resources
Experience
FactSet Research Systems September 2014 - Present
FactSet Research Systems January 2013 - Present
New York Life Insurance Company June 2012 - January 2013
UConn Center for International Business Education and Research (CIBER) September 2011 - April 2012
Saint Mary's Hospital June 2011 - August 2011
Skills
Recruiting, College Recruiting, LinkedIn Recruiter, Project Management, Talent Acquisition, Applicant Tracking..., Behavioral Interviewing, Sourcing, Program Management, Employee Learning &..., Public Speaking, Dice.com, Monster.com, Training, Human Resources, Event Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Human Development and Family Studies
University College Dublin 2011 — 2011
FactSet Research Systems September 2014 - Present
FactSet Research Systems January 2013 - Present
New York Life Insurance Company June 2012 - January 2013
UConn Center for International Business Education and Research (CIBER) September 2011 - April 2012
Saint Mary's Hospital June 2011 - August 2011
Skills
Recruiting, College Recruiting, LinkedIn Recruiter, Project Management, Talent Acquisition, Applicant Tracking..., Behavioral Interviewing, Sourcing, Program Management, Employee Learning &..., Public Speaking, Dice.com, Monster.com, Training, Human Resources, Event Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Human Development and Family Studies
University College Dublin 2011 — 2011
Dung Q. Hoang Dung Q. Hoang's New York Life Insurance Company Experience June 2011 - November 2012
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - November 2012
Precision Toyota 2005 - 2006
Beaudry Honda 2002 - 2004
Education
University of Arizona
New York Life Insurance Company June 2011 - November 2012
Precision Toyota 2005 - 2006
Beaudry Honda 2002 - 2004
Education
University of Arizona
Brandon Holdridge's New York Life Insurance Company Experience January 2011 - May 2011
Job Retail Sales at Jet Edge International
Industry Airlines/Aviation
Experience
Jet Edge International April 2013 - Present
FactSet Research Systems January 2012 - March 2013
New York Life Insurance Company January 2011 - May 2011
Marquis Jet May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Word Processing, Golf, PowerPoint, Typing, Spanish-speaking, Sales, Time Management, Marketing, Business Development, Stand-up Comedy, Financial Modeling, Strategic Account..., Relationship Management, Leadership
Education
Loyola High School
University of Arizona, Eller College of Management
Bachelor's degree, Economics
Jet Edge International April 2013 - Present
FactSet Research Systems January 2012 - March 2013
New York Life Insurance Company January 2011 - May 2011
Marquis Jet May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Word Processing, Golf, PowerPoint, Typing, Spanish-speaking, Sales, Time Management, Marketing, Business Development, Stand-up Comedy, Financial Modeling, Strategic Account..., Relationship Management, Leadership
Education
Loyola High School
University of Arizona, Eller College of Management
Bachelor's degree, Economics
Steven Shapiro Steven Shapiro's New York Life Insurance Company Experience July 1994 - September 2005
Job Senior Compliance Officer | Risk Mitigation Professional
Industry Financial Services
Experience
Standard & Poor's September 2005 - December 2014
New York Life Insurance Company July 1994 - September 2005
Skills
AML, Financial Services, OFAC, KYC, Operational Risk..., Risk Management, Economic Sanctions, Anti-corruption, Employee Training, Policy Writing, Financial Crime, Regulations, Legal Compliance, Financial Regulation, Securities, Insider Trading, Designated Brokerage, Anti-bribery, Software Systems, Risk Assessment, Exception Testing, Conflict Of Interest, Due Diligence, FCPA, Regulatory Reporting, USA PATRIOT Act, Anti Money Laundering, Fixed Income, Financial Risk, Capital Markets, 401k, Equities, Broker-Dealer Compliance, Investment Advisor...
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management
University of Sydney 1992 — 1992
Study abroad - Int'l marketing, Australian monetary & exchange systems, foreign investment and trade
Standard & Poor's September 2005 - December 2014
New York Life Insurance Company July 1994 - September 2005
Skills
AML, Financial Services, OFAC, KYC, Operational Risk..., Risk Management, Economic Sanctions, Anti-corruption, Employee Training, Policy Writing, Financial Crime, Regulations, Legal Compliance, Financial Regulation, Securities, Insider Trading, Designated Brokerage, Anti-bribery, Software Systems, Risk Assessment, Exception Testing, Conflict Of Interest, Due Diligence, FCPA, Regulatory Reporting, USA PATRIOT Act, Anti Money Laundering, Fixed Income, Financial Risk, Capital Markets, 401k, Equities, Broker-Dealer Compliance, Investment Advisor...
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management
University of Sydney 1992 — 1992
Study abroad - Int'l marketing, Australian monetary & exchange systems, foreign investment and trade
Robert Ikner Robert Ikner's New York Life Insurance Company Experience 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2013 - Present
Skills
Investments, Estate Planning, Retirement Planning, Series 63, Series 6, 401k Rollovers, Mutual Funds, Business Planning, College Funding..., Life Insurance, Networking, Relationship Building, Sales, Leadership, Asset Protection, Customer Service, Income Protection
Education
University of Alabama 2005 — 2012
Bachelor's degree, Human Environmental Sciences
New York Life Insurance Company 2013 - Present
Skills
Investments, Estate Planning, Retirement Planning, Series 63, Series 6, 401k Rollovers, Mutual Funds, Business Planning, College Funding..., Life Insurance, Networking, Relationship Building, Sales, Leadership, Asset Protection, Customer Service, Income Protection
Education
University of Alabama 2005 — 2012
Bachelor's degree, Human Environmental Sciences
Sean Byrd Sean Byrd's New York Life Insurance Company Experience February 2012 - April 2013
Job Research and Counseling
Industry Hospital & Health Care
Experience
Comcast July 2013 - Present
New York Life Insurance Company February 2012 - April 2013
West Corporation Revenue Generation December 2010 - February 2011
Skills
Retirement, Fixed Annuities, Accounting, Retirement Planning, Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance
Education
University of Alabama in Huntsville 2005 — 2011
Psychology
Huntsville Christian Academy 2001 — 2005
Highschool Diploma
Comcast July 2013 - Present
New York Life Insurance Company February 2012 - April 2013
West Corporation Revenue Generation December 2010 - February 2011
Skills
Retirement, Fixed Annuities, Accounting, Retirement Planning, Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance
Education
University of Alabama in Huntsville 2005 — 2011
Psychology
Huntsville Christian Academy 2001 — 2005
Highschool Diploma
Alex E. Santana's New York Life Insurance Company Experience April 2013 - September 2013
Job J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. January 2015 - Present
Bloomingdale's June 2014 - Present
Education Consortium July 2014 - January 2015
New York Life Insurance Company April 2013 - September 2013
UBS Wealth Management June 2010 - April 2012
Cannon Sports Inc May 2009 - August 2009
Ventana Vending January 2008 - May 2009
Tactical Wealth Solutions May 2008 - August 2008
Education
University of Arizona 2006 — 2010
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
Loyola High School of Los Angeles 2002 — 2006
J.P. Morgan Chase Bank N.A. January 2015 - Present
Bloomingdale's June 2014 - Present
Education Consortium July 2014 - January 2015
New York Life Insurance Company April 2013 - September 2013
UBS Wealth Management June 2010 - April 2012
Cannon Sports Inc May 2009 - August 2009
Ventana Vending January 2008 - May 2009
Tactical Wealth Solutions May 2008 - August 2008
Education
University of Arizona 2006 — 2010
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
Loyola High School of Los Angeles 2002 — 2006
Debra Callaway Debra Callaway's New York Life Insurance Company Experience July 2010 - Present
Job Agent/Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
NYLife Securities July 2010 - Present
Morgan Stanley Smith Barney July 1998 - July 2010
MERRILL LYNCH, INC January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP January 1995 - January 1998
BANC ONE SECURITIES CORPORATION January 1991 - January 1995
Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
UNIVERITY OF ARIZONA 1974 — 1978
Bachelor of Science, Business Administration; Business
University of Arizona 1973 — 1978
BS, Business Administration
New York Life Insurance Company July 2010 - Present
NYLife Securities July 2010 - Present
Morgan Stanley Smith Barney July 1998 - July 2010
MERRILL LYNCH, INC January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP January 1995 - January 1998
BANC ONE SECURITIES CORPORATION January 1991 - January 1995
Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
UNIVERITY OF ARIZONA 1974 — 1978
Bachelor of Science, Business Administration; Business
University of Arizona 1973 — 1978
BS, Business Administration
Lynne Anderson Lynne Anderson's New York Life Insurance Company Experience June 2007 - September 2008
Job Account Operations Manager Federal at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard November 2013 - Present
Hewlett Packard Company March 2009 - October 2013
Outback Steakhouse August 2000 - February 2009
Outback Steakhouse August 2000 - February 2009
New York Life Insurance Company June 2007 - September 2008
Shindigs Catering November 2004 - January 2006
Pediatric Healthcare Incorporated January 2000 - May 2000
Skills
Direct Sales, Customer Service, Sales, Account Management, Salesforce.com, Outlook, Storage, Cloud Computing, Management, Sales Management, Sales Operations, Selling, Team Leadership, Enterprise Software, Leadership, Sales Process, Human Resources
Education
University of Alabama 2000 — 2008
Consumer Affairs
University of Alabama
Bachelor of Science, Consumer Science; Consumer Affairs
Shelton State Community College
Associate of Science, General Studies
Hewlett-Packard November 2013 - Present
Hewlett Packard Company March 2009 - October 2013
Outback Steakhouse August 2000 - February 2009
Outback Steakhouse August 2000 - February 2009
New York Life Insurance Company June 2007 - September 2008
Shindigs Catering November 2004 - January 2006
Pediatric Healthcare Incorporated January 2000 - May 2000
Skills
Direct Sales, Customer Service, Sales, Account Management, Salesforce.com, Outlook, Storage, Cloud Computing, Management, Sales Management, Sales Operations, Selling, Team Leadership, Enterprise Software, Leadership, Sales Process, Human Resources
Education
University of Alabama 2000 — 2008
Consumer Affairs
University of Alabama
Bachelor of Science, Consumer Science; Consumer Affairs
Shelton State Community College
Associate of Science, General Studies
Rick Probst Rick Probst's New York Life Insurance Company Experience January 1985 - January 1986
Job Owner/operator at Probst Automotive
Industry Automotive
Experience
Probst Automotive January 1997 - Present
Probst Unocal 76 August 1988 - January 1997
Bell Road Chrysler-Plymouth September 1986 - December 1987
New York Life Insurance Company January 1985 - January 1986
Probst Unocal 76 1971 - 1985
Skills
Customer Service, Automotive, Automotive Repair, Sales, Team Building, Dealers, Maintenance & Repair, Marketing, Operations Management, Inventory Management
Education
Waubonnsee Community College 1979 — 1981
Associate's degree, Automotive technician
University of Arizona 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Illinios State University 1971 — 1973
General Education
Marmion Military Academy 1968 — 1971
High School Diploma, ROTC Commission 2nd Lieutenant
Probst Automotive January 1997 - Present
Probst Unocal 76 August 1988 - January 1997
Bell Road Chrysler-Plymouth September 1986 - December 1987
New York Life Insurance Company January 1985 - January 1986
Probst Unocal 76 1971 - 1985
Skills
Customer Service, Automotive, Automotive Repair, Sales, Team Building, Dealers, Maintenance & Repair, Marketing, Operations Management, Inventory Management
Education
Waubonnsee Community College 1979 — 1981
Associate's degree, Automotive technician
University of Arizona 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Illinios State University 1971 — 1973
General Education
Marmion Military Academy 1968 — 1971
High School Diploma, ROTC Commission 2nd Lieutenant
Jon Paul Godsey's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
Coupon Terminal October 2013 - March 2015
Coupon Express Inc. December 2006 - September 2013
Mountain States Telecom July 2005 - December 2006
Direct Alliance November 2004 - July 2005
Valdoro Mountain Lodge May 2002 - October 2004
Skills
Marketing, New Business Development, Salesforce.com, Advertising, Customer Service, Sales Management, Sales, Business Development, Social Media Marketing, Strategic Planning, Account Management, Business Strategy, Sales Operations, Email Marketing
Education
University of Alabama in Huntsville 1991 — 1995
Computer Engineering
New York Life Insurance Company June 2015 - Present
Coupon Terminal October 2013 - March 2015
Coupon Express Inc. December 2006 - September 2013
Mountain States Telecom July 2005 - December 2006
Direct Alliance November 2004 - July 2005
Valdoro Mountain Lodge May 2002 - October 2004
Skills
Marketing, New Business Development, Salesforce.com, Advertising, Customer Service, Sales Management, Sales, Business Development, Social Media Marketing, Strategic Planning, Account Management, Business Strategy, Sales Operations, Email Marketing
Education
University of Alabama in Huntsville 1991 — 1995
Computer Engineering
Victoria Eller's New York Life Insurance Company Experience 1977 - 1983
Job Religious School Teacher at Merrick Jewish Center
Industry Education Management
Experience
Merrick Jewish Center September 2010 - Present
North Shore Synagogue September 2010 - Present
New York Life Insurance Company 1977 - 1983
Skills
Teaching, Curriculum Design, Community Outreach, Religion, Nonprofits
Education
University at Albany, SUNY 1975 — 1977
Merrick Jewish Center September 2010 - Present
North Shore Synagogue September 2010 - Present
New York Life Insurance Company 1977 - 1983
Skills
Teaching, Curriculum Design, Community Outreach, Religion, Nonprofits
Education
University at Albany, SUNY 1975 — 1977
Aida Castro's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Allstate Financial May 2009 - May 2012
Merrill Lynch November 2006 - October 2009
Skills
Retirement Planning, Life Insurance, Personal Finance, Investments, Portfolio Management, Insurance, Financial Analysis, Options, Corporate Finance, Risk Management, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Employee Benefits, Finance
Education
University of Phoenix 2004 — 2006
MBA, Global Management
University of Arizona
BS, Exercise Physiology
New York Life Insurance Company May 2012 - Present
Allstate Financial May 2009 - May 2012
Merrill Lynch November 2006 - October 2009
Skills
Retirement Planning, Life Insurance, Personal Finance, Investments, Portfolio Management, Insurance, Financial Analysis, Options, Corporate Finance, Risk Management, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Employee Benefits, Finance
Education
University of Phoenix 2004 — 2006
MBA, Global Management
University of Arizona
BS, Exercise Physiology
Nina Pitcher-Kryzak's New York Life Insurance Company Experience March 1978 - August 2005
Job Local Coordinator at AuPairUSA/Interexchange
Industry Individual & Family Services
Experience
AuPairUSA/Interexchange 2005 - Present
InterExchange 2005 - Present
New York Life Insurance Company March 1978 - August 2005
Public Schools 1970 - 1978
Education
University at Albany, SUNY 1961 — 1973
BA, MA
AuPairUSA/Interexchange 2005 - Present
InterExchange 2005 - Present
New York Life Insurance Company March 1978 - August 2005
Public Schools 1970 - 1978
Education
University at Albany, SUNY 1961 — 1973
BA, MA
Clark DesSoye's New York Life Insurance Company Experience January 1986 - January 1990
Job Marketing Director at ACI innovative solutions for AZ businesses
Industry Marketing and Advertising
Experience
Arizona Correctional Industries May 2013 - Present
1-2-3-Deliver Business Services January 2010 - May 2013
PS4e1 Inc. April 2009 - May 2013
Regis Development Inc September 2011 - May 2012
United Business Media April 2000 - May 2010
TMC March 1998 - April 2000
IEEE Communications Society March 1992 - March 1998
Intertec Publishing Corp. January 1990 - January 1992
New York Life Insurance Company January 1986 - January 1990
Skills
Project Management, Staff Management, Telemarketing, Marketing, Public Relations, Marketing Strategy, Market Research, Speech Writing, Copywriting, Sales Collatoral, CRM, Advertising, Start-ups, E-commerce, Training, Strategy, Online Marketing, Management, Social Media Marketing
Education
University at Buffalo 1974 — 1978
BA, Philosophy and Political Science
Arizona Correctional Industries May 2013 - Present
1-2-3-Deliver Business Services January 2010 - May 2013
PS4e1 Inc. April 2009 - May 2013
Regis Development Inc September 2011 - May 2012
United Business Media April 2000 - May 2010
TMC March 1998 - April 2000
IEEE Communications Society March 1992 - March 1998
Intertec Publishing Corp. January 1990 - January 1992
New York Life Insurance Company January 1986 - January 1990
Skills
Project Management, Staff Management, Telemarketing, Marketing, Public Relations, Marketing Strategy, Market Research, Speech Writing, Copywriting, Sales Collatoral, CRM, Advertising, Start-ups, E-commerce, Training, Strategy, Online Marketing, Management, Social Media Marketing
Education
University at Buffalo 1974 — 1978
BA, Philosophy and Political Science
Patricia Mueller's New York Life Insurance Company Experience May 2004 - September 2009
Job Owner, Beyond Cabinets by Mueller
Industry Construction
Experience
Beyond Cabinets by Mueller May 1988 - Present
New York Life Insurance Company May 2004 - September 2009
H&R Block January 1998 - April 2004
Skills
Kitchen Cabinets, Customer Service, Commercial Cabinets, Small Business, Project Management, Team Building, Sales, Leadership, Contract Negotiation, Public Speaking, Marketing, Marketing Strategy, Negotiation, Strategic Planning, Residential Homes, Cabinetry, Finance, Project Planning, Bathrooms, Sales Management, Insurance, Account Management, Business Planning, Budgets, Renovation
Education
University of Arizona 1980 — 1982
Management Information Systems
Beyond Cabinets by Mueller May 1988 - Present
New York Life Insurance Company May 2004 - September 2009
H&R Block January 1998 - April 2004
Skills
Kitchen Cabinets, Customer Service, Commercial Cabinets, Small Business, Project Management, Team Building, Sales, Leadership, Contract Negotiation, Public Speaking, Marketing, Marketing Strategy, Negotiation, Strategic Planning, Residential Homes, Cabinetry, Finance, Project Planning, Bathrooms, Sales Management, Insurance, Account Management, Business Planning, Budgets, Renovation
Education
University of Arizona 1980 — 1982
Management Information Systems
Peter Schaeffer's New York Life Insurance Company Experience 2009 - Present
Job Applications Engineer at New York Life
Industry Insurance
Experience
New York Life Insurance Company 2009 - Present
New York Life Insurance Company 2005 - 2009
Skills
Insurance, Business Analysis, Financial Services, Life Insurance, SDLC, Strategic Financial..., Leadership, Analysis, Risk Management, Investments, Public Speaking, Finance, Financial Analysis, Customer Service, Vendor Management, Visio, Microsoft Office, Non-profit Volunteering
Education
University at Albany, SUNY 1980 — 1983
New York Life Insurance Company 2009 - Present
New York Life Insurance Company 2005 - 2009
Skills
Insurance, Business Analysis, Financial Services, Life Insurance, SDLC, Strategic Financial..., Leadership, Analysis, Risk Management, Investments, Public Speaking, Finance, Financial Analysis, Customer Service, Vendor Management, Visio, Microsoft Office, Non-profit Volunteering
Education
University at Albany, SUNY 1980 — 1983
erin alejandrino's New York Life Insurance Company Experience April 2006 - Present
Job Owner, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2006 - Present
Education
University of Arizona
New York Life Insurance Company April 2006 - Present
Education
University of Arizona
Ryan Golseth's New York Life Insurance Company Experience April 2012 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company April 2012 - Present
Jewell Agency - Farmers Insurance November 2010 - January 2012
GBP Risk Solutions October 2007 - August 2010
WaterSTONE Homes, LLC May 2005 - July 2007
Pathway Developments, LLC June 2002 - May 2005
Fox Restaurant Concepts October 1999 - June 2002
Fuego! Restaurant May 1997 - October 1999
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Risk Management, Long-term Care, Long Term Care Insurance, Term Life Insurance, Series 63, Retirement Planning, Commercial Insurance, IRAs, Critical Illness, Property & Casualty..., Whole Life, Finance, 401k, Estate Planning, Small Business, Workers Compensation, Construction Management, Universal Life, Financial Planners, Mutual Funds, Professional Liability, Investments, Liability, Employee Benefits, Strategic Financial..., Financial Services, General Insurance, Roth IRA, Legal Liability, Umbrella Insurance, Variable Annuities, Variable Life, Guaranteed Lifetime..., Key Person Protection, Casualty, Series 6, Licensed Life & Health..., Financial Advisory, Wealth Management, Diversification, Asset Allocation, Financial Planning
Education
University of Phoenix 2002 — 2004
Business Management
University of Arizona 1989 — 1992
Psychology
Amphitheater High School 1984 — 1987
College Prep
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company April 2012 - Present
Jewell Agency - Farmers Insurance November 2010 - January 2012
GBP Risk Solutions October 2007 - August 2010
WaterSTONE Homes, LLC May 2005 - July 2007
Pathway Developments, LLC June 2002 - May 2005
Fox Restaurant Concepts October 1999 - June 2002
Fuego! Restaurant May 1997 - October 1999
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Risk Management, Long-term Care, Long Term Care Insurance, Term Life Insurance, Series 63, Retirement Planning, Commercial Insurance, IRAs, Critical Illness, Property & Casualty..., Whole Life, Finance, 401k, Estate Planning, Small Business, Workers Compensation, Construction Management, Universal Life, Financial Planners, Mutual Funds, Professional Liability, Investments, Liability, Employee Benefits, Strategic Financial..., Financial Services, General Insurance, Roth IRA, Legal Liability, Umbrella Insurance, Variable Annuities, Variable Life, Guaranteed Lifetime..., Key Person Protection, Casualty, Series 6, Licensed Life & Health..., Financial Advisory, Wealth Management, Diversification, Asset Allocation, Financial Planning
Education
University of Phoenix 2002 — 2004
Business Management
University of Arizona 1989 — 1992
Psychology
Amphitheater High School 1984 — 1987
College Prep
Alma Elia's New York Life Insurance Company Experience January 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
St. Mary's Native Corporation November 2005 - Present
Southcentral Foundation May 2011 - January 2013
Saint Mary's School District August 1995 - May 2010
Skills
Teaching, Lesson Planning, Curriculum Design, Classroom, Curriculum Development, Classroom Management, Educational Leadership, Tutoring, Educational Technology, Differentiated..., Community Outreach, Leadership, Coaching, Customer Service, Strategic Planning, Event Planning, Nonprofits, Public Speaking, Grant Writing, Research, Higher Education
Education
University of Alaska Anchorage 1991 — 1995
Bachelor's degree, Secondary Education and Teaching
Westfield State University
Undecided, Undecided
New York Life Insurance Company January 2015 - Present
St. Mary's Native Corporation November 2005 - Present
Southcentral Foundation May 2011 - January 2013
Saint Mary's School District August 1995 - May 2010
Skills
Teaching, Lesson Planning, Curriculum Design, Classroom, Curriculum Development, Classroom Management, Educational Leadership, Tutoring, Educational Technology, Differentiated..., Community Outreach, Leadership, Coaching, Customer Service, Strategic Planning, Event Planning, Nonprofits, Public Speaking, Grant Writing, Research, Higher Education
Education
University of Alaska Anchorage 1991 — 1995
Bachelor's degree, Secondary Education and Teaching
Westfield State University
Undecided, Undecided
Allison Van Eck's New York Life Insurance Company Experience October 2010 - October 2011
Job Principal at Gold Ring Group
Industry Nonprofit Organization Management
Experience
Gold Ring Group October 2011 - Present
New York Life Insurance Company October 2010 - October 2011
Anchorage Economic Development Corporation March 2008 - July 2010
The Northern Forum April 2006 - March 2008
Nabors Alaska Drilling/Peak Oilfield Services Co. January 2005 - March 2006
Custom Welding & Fabrication, Inc August 2003 - March 2004
KADX & KAXX Radio July 2001 - July 2002
Skills
Program Management, QuickBooks, Accounts Payable, Management, Microsoft Excel, Research, Payroll, Human Resources, Non-profits, Leadership, Employee Benefits, Financial Analysis, Fundraising, Public Relations, Grant Writing, Access, Accounting, Public Speaking, Microsoft Office, Event Planning, Strategic Planning, Budgets, Outlook, Employee Relations, Government, Team Building, Leadership Development, Social Media, Policy, Sales, Social Networking, Economic Development, Marketing, Microsoft Word, Nonprofits, PowerPoint, Analysis, Accounts Receivable, Customer Service, Time Management, Team Leadership, Small Business, Training, Community Outreach, Event Management
Education
University of Alaska Anchorage 2005 — 2012
NA, Accounting
Gold Ring Group October 2011 - Present
New York Life Insurance Company October 2010 - October 2011
Anchorage Economic Development Corporation March 2008 - July 2010
The Northern Forum April 2006 - March 2008
Nabors Alaska Drilling/Peak Oilfield Services Co. January 2005 - March 2006
Custom Welding & Fabrication, Inc August 2003 - March 2004
KADX & KAXX Radio July 2001 - July 2002
Skills
Program Management, QuickBooks, Accounts Payable, Management, Microsoft Excel, Research, Payroll, Human Resources, Non-profits, Leadership, Employee Benefits, Financial Analysis, Fundraising, Public Relations, Grant Writing, Access, Accounting, Public Speaking, Microsoft Office, Event Planning, Strategic Planning, Budgets, Outlook, Employee Relations, Government, Team Building, Leadership Development, Social Media, Policy, Sales, Social Networking, Economic Development, Marketing, Microsoft Word, Nonprofits, PowerPoint, Analysis, Accounts Receivable, Customer Service, Time Management, Team Leadership, Small Business, Training, Community Outreach, Event Management
Education
University of Alaska Anchorage 2005 — 2012
NA, Accounting
Brian Lametto's New York Life Insurance Company Experience 2013 - 2015
Job Corporate Vice President, Strategy at NYL
Industry Financial Services
Experience
New York Life Insurance Company 2013 - 2015
New York Life Insurance Company 2009 - 2013
NYL 2005 - 2009
GTE 1998 - 1999
Philip Morris International 1995 - 1998
Education
University of Alabama
New York Life Insurance Company 2013 - 2015
New York Life Insurance Company 2009 - 2013
NYL 2005 - 2009
GTE 1998 - 1999
Philip Morris International 1995 - 1998
Education
University of Alabama
P. Joseph Nelson's New York Life Insurance Company Experience September 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company September 2008 - Present
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, Fixed Annuities
Education
University of Alaska Anchorage
History
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company September 2008 - Present
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, Fixed Annuities
Education
University of Alaska Anchorage
History
Timothy GICEWICZ's New York Life Insurance Company Experience December 2009 - September 2010
Job Agent
Industry Insurance
Experience
CN October 2010 - Present
New York Life Insurance Company December 2009 - September 2010
Education
University of Arizona 1993 — 1997
CN October 2010 - Present
New York Life Insurance Company December 2009 - September 2010
Education
University of Arizona 1993 — 1997
Jennifer Akbar's New York Life Insurance Company Experience July 2011 - Present
Job eLearning Specialist Interested in Learning & Development, Marketing and Travel
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. October 2014 - Present
New York Life Insurance Company July 2011 - Present
New York Life Insurance Company February 2008 - July 2011
New York Life Insurance Company May 2006 - August 2007
Skills
Captivate, PowerPoint, Word, Event Planning, Event Marketing, Eager To Learn, Mentoring, Digital Marketing, Social Media Marketing, Procedure Creation, Procedure Manuals, Internal Communications, Articulate, Travel, Virtual Training, Training Delivery, Training, Instructor-led Training, Instructional Design, Instructional Technology, Instructional Manuals, Editing, Leadership Development, Insurance, Leadership, Sales
Education
Baruch College 2010 — 2012
MS, Marketing
State University of New York at Buffalo 2004 — 2008
BA, Geography
Cathedral High School 2000 — 2004
NYS Regents Diploma
Starwood Hotels & Resorts Worldwide, Inc. October 2014 - Present
New York Life Insurance Company July 2011 - Present
New York Life Insurance Company February 2008 - July 2011
New York Life Insurance Company May 2006 - August 2007
Skills
Captivate, PowerPoint, Word, Event Planning, Event Marketing, Eager To Learn, Mentoring, Digital Marketing, Social Media Marketing, Procedure Creation, Procedure Manuals, Internal Communications, Articulate, Travel, Virtual Training, Training Delivery, Training, Instructor-led Training, Instructional Design, Instructional Technology, Instructional Manuals, Editing, Leadership Development, Insurance, Leadership, Sales
Education
Baruch College 2010 — 2012
MS, Marketing
State University of New York at Buffalo 2004 — 2008
BA, Geography
Cathedral High School 2000 — 2004
NYS Regents Diploma
Jordan Gewitz's New York Life Insurance Company Experience July 2009 - October 2009
Job Owner at Reality Carpet
Industry Retail
Experience
Reality Carpet October 2011 - Present
New York Life Insurance Company July 2009 - October 2009
Reality Carpet September 2004 - April 2009
Computer Associates, Inc. 2001 - 2003
Skills
Hardwood Flooring, Technical Writing, Content Management, Sales, Marketing, Social Media, Copywriting, Social Networking, Editing, Collateral, Public Speaking, Social Media Marketing, Flooring, Carpet, Vinyl, Laminate Flooring, Area Rugs, Team Building, Customer Service, Management, Negotiation, New Business Development, Retail, Sales Management
Education
University at Buffalo 1994 — 1999
BA, English Literature
Reality Carpet October 2011 - Present
New York Life Insurance Company July 2009 - October 2009
Reality Carpet September 2004 - April 2009
Computer Associates, Inc. 2001 - 2003
Skills
Hardwood Flooring, Technical Writing, Content Management, Sales, Marketing, Social Media, Copywriting, Social Networking, Editing, Collateral, Public Speaking, Social Media Marketing, Flooring, Carpet, Vinyl, Laminate Flooring, Area Rugs, Team Building, Customer Service, Management, Negotiation, New Business Development, Retail, Sales Management
Education
University at Buffalo 1994 — 1999
BA, English Literature
David Ayoub, Sr.'s New York Life Insurance Company Experience December 2003 - May 2010
Job Director Investment Accounting
Industry Financial Services
Experience
AIG - Life & Retirement September 2010 - Present
New York Life Insurance Company December 2003 - May 2010
MassMutual Financial Insurance Group January 2001 - January 2003
SS&C Technologies, Inc January 1996 - January 2001
Provident Life (formerly Paul Revere Insurance Group) January 1989 - January 1996
National Grange Mutual Insurance Company January 1987 - January 1989
Aetna Life & Casualty Insurance Company January 1982 - January 1987
Skills
Investments, Equities, Financial Risk, Financial Reporting, Accounting, Strategic Financial..., Internal Controls, Financial Modeling, Analysis, Portfolio Management, GAAP, Financial Analysis, Corporate Finance, Fixed Income, Finance, SAP, Strategy, Management, Executive Management, Insurance, Managerial Finance, Financial Planning, Risk Management, Sarbanes-Oxley Act
Education
University of Hartford 1986 — 1987
Finance
University of Alabama in Huntsville 1979 — 1982
BSBA, Accounting
AIG - Life & Retirement September 2010 - Present
New York Life Insurance Company December 2003 - May 2010
MassMutual Financial Insurance Group January 2001 - January 2003
SS&C Technologies, Inc January 1996 - January 2001
Provident Life (formerly Paul Revere Insurance Group) January 1989 - January 1996
National Grange Mutual Insurance Company January 1987 - January 1989
Aetna Life & Casualty Insurance Company January 1982 - January 1987
Skills
Investments, Equities, Financial Risk, Financial Reporting, Accounting, Strategic Financial..., Internal Controls, Financial Modeling, Analysis, Portfolio Management, GAAP, Financial Analysis, Corporate Finance, Fixed Income, Finance, SAP, Strategy, Management, Executive Management, Insurance, Managerial Finance, Financial Planning, Risk Management, Sarbanes-Oxley Act
Education
University of Hartford 1986 — 1987
Finance
University of Alabama in Huntsville 1979 — 1982
BSBA, Accounting
Liz Schiavone's New York Life Insurance Company Experience October 1986 - December 2000
Job President at ADCCWArlington Diocesan Council of Catholic Women
Industry Insurance
Experience
Weaver Bros Insurance November 2010 - Present
ADCCW-Arlington Diocesan Council of Catholic Women March 2004 - Present
New York Life Insurance Company October 1986 - December 2000
Skills
Public Speaking, Non-profits, Event Planning, Editing, Leadership Development, Strategic Planning, Public Relations, Nonprofits, Microsoft Office, Social Media, Fundraising, Event Management, Community Outreach, Team Building, Customer Service, Volunteer Management, Research, Social Networking, Marketing Strategy, Program Management, Social Media Marketing, Marketing Communications, Teaching, Budgets, Marketing, Training, Leadership, Coaching, Management
Education
University of Alabama 1976 — 1979
BS, Business
Weaver Bros Insurance November 2010 - Present
ADCCW-Arlington Diocesan Council of Catholic Women March 2004 - Present
New York Life Insurance Company October 1986 - December 2000
Skills
Public Speaking, Non-profits, Event Planning, Editing, Leadership Development, Strategic Planning, Public Relations, Nonprofits, Microsoft Office, Social Media, Fundraising, Event Management, Community Outreach, Team Building, Customer Service, Volunteer Management, Research, Social Networking, Marketing Strategy, Program Management, Social Media Marketing, Marketing Communications, Teaching, Budgets, Marketing, Training, Leadership, Coaching, Management
Education
University of Alabama 1976 — 1979
BS, Business
Peter Chan, CLU, MBA's New York Life Insurance Company Experience April 1989 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 1989 - Present
New York Life Insurance Company June 2012 - December 2013
New York Life Insurance Company 2009 - July 2012
New York Life Insurance Company August 2002 - August 2005
New York Life Insurance Company April 1989 - August 2002
Skills
Retirement Planning, Retirement, Financial Services, Mutual Funds, Fixed Annuities, Pensions, Investments, Insurance, Life Insurance, 401k, Estate Planning, Long Term Care Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Whole Life
Education
University of Arizona 2000 — 2002
MBA, Finance and Management
University of Arizona 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Taipei American College 1982 — 1984
High School Diploma
St Paul's College, Hong Kong 1973 — 1982
High School, High School/Secondary Diplomas and Certificates
New York Life Insurance Company April 1989 - Present
New York Life Insurance Company June 2012 - December 2013
New York Life Insurance Company 2009 - July 2012
New York Life Insurance Company August 2002 - August 2005
New York Life Insurance Company April 1989 - August 2002
Skills
Retirement Planning, Retirement, Financial Services, Mutual Funds, Fixed Annuities, Pensions, Investments, Insurance, Life Insurance, 401k, Estate Planning, Long Term Care Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Whole Life
Education
University of Arizona 2000 — 2002
MBA, Finance and Management
University of Arizona 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Taipei American College 1982 — 1984
High School Diploma
St Paul's College, Hong Kong 1973 — 1982
High School, High School/Secondary Diplomas and Certificates
Niles Prestage's New York Life Insurance Company Experience May 1984 - December 1988
Job Owner, Office Furniture Outlet, Inc.
Industry Furniture
Experience
Office Furniture Outlet, Inc. May 1994 - Present
Principal Financial Group June 1989 - December 1992
New York Life Insurance Company May 1984 - December 1988
Skills
Furniture, Interior Design, Sales Management, Strategic Planning, Space planning, Operations Management, New Business Development, Furnishings, Space-planning, Custom Furniture, Business Development, Retail, Microsoft Office, Move Management, Merchandising, Wood, Systems Furniture, Contract Negotiation, Finish, Account Management, Purchasing, Cabinetry, Negotiation, Sales, Budgets, Selling, Floor Plans, Interior Architecture, Seating, Flooring, Team Building, Marketing Strategy, B2B, Renovation, Small Business, Upholstery, Construction, Window Treatments, Residential Homes, FF&E, Trade Shows, Real Estate, Ergonomics, Online Marketing, Facilities Management, Sales Process, Entrepreneurship, Woodworking, Start-ups, Millwork
Education
University of Alabama 1965 — 1970
BA, Political Science
Robert E. Lee High School 1959 — 1965
Office Furniture Outlet, Inc. May 1994 - Present
Principal Financial Group June 1989 - December 1992
New York Life Insurance Company May 1984 - December 1988
Skills
Furniture, Interior Design, Sales Management, Strategic Planning, Space planning, Operations Management, New Business Development, Furnishings, Space-planning, Custom Furniture, Business Development, Retail, Microsoft Office, Move Management, Merchandising, Wood, Systems Furniture, Contract Negotiation, Finish, Account Management, Purchasing, Cabinetry, Negotiation, Sales, Budgets, Selling, Floor Plans, Interior Architecture, Seating, Flooring, Team Building, Marketing Strategy, B2B, Renovation, Small Business, Upholstery, Construction, Window Treatments, Residential Homes, FF&E, Trade Shows, Real Estate, Ergonomics, Online Marketing, Facilities Management, Sales Process, Entrepreneurship, Woodworking, Start-ups, Millwork
Education
University of Alabama 1965 — 1970
BA, Political Science
Robert E. Lee High School 1959 — 1965
Jeremy Bigelow's New York Life Insurance Company Experience November 2008 - October 2010
Job Design Consultant at Patio Pools and Spas of Tucson
Industry Design
Experience
Patio Pools and Spas of Tucson January 2013 - Present
New York Life Insurance Company November 2008 - October 2010
Patio Pools and Spas April 1994 - August 2006
Skills
Swimming pool design, Pools, Renovation, Sales, Small Business, Swimming pool service, AutoCAD, Leadership, Long-term Care, Term Life Insurance, Investments, Fixed Annuities, Inventory Management, Life Insurance, Retirement Planning, Disability Insurance, Retirement, Insurance, Whole Life, IRAs, Estate Planning, Long Term Care Insurance
Education
University of Arizona 1993 — 1995
Patio Pools and Spas of Tucson January 2013 - Present
New York Life Insurance Company November 2008 - October 2010
Patio Pools and Spas April 1994 - August 2006
Skills
Swimming pool design, Pools, Renovation, Sales, Small Business, Swimming pool service, AutoCAD, Leadership, Long-term Care, Term Life Insurance, Investments, Fixed Annuities, Inventory Management, Life Insurance, Retirement Planning, Disability Insurance, Retirement, Insurance, Whole Life, IRAs, Estate Planning, Long Term Care Insurance
Education
University of Arizona 1993 — 1995
Wayne Farbman's New York Life Insurance Company Experience June 2004 - June 2008
Job Manager, Information Technology R&D at Theradex
Industry Program Development
Experience
Theradex June 2012 - Present
Dittman Incentive Marketing June 2008 - July 2012
New York Life Insurance Company June 2004 - June 2008
DCS November 2000 - June 2004
Brandon Associates December 1995 - November 2000
Coastal Computers November 1993 - December 1995
Skills
SQL, Databases, C#, JavaScript, Software Development, Agile Methodologies, Windows, Microsoft SQL Server, .NET, SDLC, Database Design, XML, Web Design, Oracle, Agile Project Management
Education
University at Buffalo 1988 — 1993
BS, Computer Science
Theradex June 2012 - Present
Dittman Incentive Marketing June 2008 - July 2012
New York Life Insurance Company June 2004 - June 2008
DCS November 2000 - June 2004
Brandon Associates December 1995 - November 2000
Coastal Computers November 1993 - December 1995
Skills
SQL, Databases, C#, JavaScript, Software Development, Agile Methodologies, Windows, Microsoft SQL Server, .NET, SDLC, Database Design, XML, Web Design, Oracle, Agile Project Management
Education
University at Buffalo 1988 — 1993
BS, Computer Science
Charleen Thompson's New York Life Insurance Company Experience 1994 - 1995
Job Rodan+Fields Dermatologists
Industry Professional Training & Coaching
Experience
Atlanta Fine Homes Sotheby's International Realty June 2011 - March 2012
Alpharetta High School August 2009 - May 2011
PIZZAZZ! Boutique January 2006 - January 2007
Living TV Show 1996 - 1997
New York Life Insurance Company 1994 - 1995
WHLT-TV 1992 - 1994
Skills
Sales, Public Speaking, Team Building, Leadership, Coaching, Customer Service, Fundraising, Marketing, Selling, Small Business, Social Networking, Buyer Representation, Luxury, Strategic Planning, Marketing Strategy, Social Media, Event Planning, Public Relations
Education
University of Alabama 1990 — 1992
Bachelor of Arts (B.A.), Telecommunication and Film
Vestavia Hills High School 1984 — 1987
Atlanta Fine Homes Sotheby's International Realty June 2011 - March 2012
Alpharetta High School August 2009 - May 2011
PIZZAZZ! Boutique January 2006 - January 2007
Living TV Show 1996 - 1997
New York Life Insurance Company 1994 - 1995
WHLT-TV 1992 - 1994
Skills
Sales, Public Speaking, Team Building, Leadership, Coaching, Customer Service, Fundraising, Marketing, Selling, Small Business, Social Networking, Buyer Representation, Luxury, Strategic Planning, Marketing Strategy, Social Media, Event Planning, Public Relations
Education
University of Alabama 1990 — 1992
Bachelor of Arts (B.A.), Telecommunication and Film
Vestavia Hills High School 1984 — 1987
Andreas Radermacher's New York Life Insurance Company Experience March 2012 - Present
Job Agent at New York Life Insurance Company
Industry Recreational Facilities and Services
Experience
New York Life Insurance Company March 2012 - Present
Sportsplex, New Windsor September 2009 - Present
Skills
Fixed Annuities, Life Insurance
Education
State University of New York at Buffalo 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company March 2012 - Present
Sportsplex, New Windsor September 2009 - Present
Skills
Fixed Annuities, Life Insurance
Education
State University of New York at Buffalo 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Amita Sookram's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
HSBC December 2007 - March 2015
Dirty Wings Productions 2009 - 2011
Dirty Wings Productions 2009 - 2011
Skills
401k Rollovers, Business Insurance..., Education Funding..., Employee Benefits, Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income..., Supplements to Employee...
Education
University at Buffalo 2004 — 2009
Psychology, Biology
New York Life Insurance Company June 2015 - Present
HSBC December 2007 - March 2015
Dirty Wings Productions 2009 - 2011
Dirty Wings Productions 2009 - 2011
Skills
401k Rollovers, Business Insurance..., Education Funding..., Employee Benefits, Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income..., Supplements to Employee...
Education
University at Buffalo 2004 — 2009
Psychology, Biology
Nicholas Fiorito's New York Life Insurance Company Experience June 2014 - Present
Job Associate Auditor at New York Life Insurance Company/Football Official at NFHS
Industry Accounting
Experience
NFHS September 2014 - Present
New York Life Insurance Company June 2014 - Present
Skills
Public Speaking, Mentoring, Accounting, Financial Analysis, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Financial Statements, Internal Audit, Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, US GAAP, GAAP, Strategic Financial...
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Accounting and Business/Management, Summa Cum Laude
NFHS September 2014 - Present
New York Life Insurance Company June 2014 - Present
Skills
Public Speaking, Mentoring, Accounting, Financial Analysis, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Financial Statements, Internal Audit, Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, US GAAP, GAAP, Strategic Financial...
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Accounting and Business/Management, Summa Cum Laude
Ally Pfitzinger's New York Life Insurance Company Experience October 2007 - February 2008
Job Student seeking degree in Dietetics
Industry Health, Wellness and Fitness
Experience
Zenefits March 2015 - July 2015
Katz Media Group January 2014 - February 2015
Infinity Media, Inc. November 2013 - January 2014
Park Genius June 2012 - December 2012
Marcus de Leon January 2011 - May 2012
University of Arizona Recording Studio September 2011 - December 2011
Bakers Shoes May 2009 - January 2010
New York Life Insurance Company October 2007 - February 2008
Skills
Social Media, PowerPoint, Marketing, Microsoft Excel, Microsoft Office, Social Networking, Facebook, Leadership, Microsoft Word, Sales, Management, Digital Performer, Social Media Marketing, Event Planning, Customer Service, Advertising, Peak, Mac OS X, Cold Calling, Salesforce.com
Education
University of Arizona 2009 — 2012
Interdisciplinary Studies:, Communication, Media Arts, Business, Senior
University of Missouri-Columbia 2008 — 2009
Pre- Business
Zenefits March 2015 - July 2015
Katz Media Group January 2014 - February 2015
Infinity Media, Inc. November 2013 - January 2014
Park Genius June 2012 - December 2012
Marcus de Leon January 2011 - May 2012
University of Arizona Recording Studio September 2011 - December 2011
Bakers Shoes May 2009 - January 2010
New York Life Insurance Company October 2007 - February 2008
Skills
Social Media, PowerPoint, Marketing, Microsoft Excel, Microsoft Office, Social Networking, Facebook, Leadership, Microsoft Word, Sales, Management, Digital Performer, Social Media Marketing, Event Planning, Customer Service, Advertising, Peak, Mac OS X, Cold Calling, Salesforce.com
Education
University of Arizona 2009 — 2012
Interdisciplinary Studies:, Communication, Media Arts, Business, Senior
University of Missouri-Columbia 2008 — 2009
Pre- Business
Jareth Tatum's New York Life Insurance Company Experience September 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Collegiate Entrepreneurs 2011 - Present
Best Buy September 2007 - January 2011
Sports Authority March 2009 - November 2009
Skills
Sales Management, Financial Management, Coaching
Education
University of Alaska Anchorage 2009 — 2012
BA, Management and Marketing
New York Life Insurance Company September 2011 - Present
Collegiate Entrepreneurs 2011 - Present
Best Buy September 2007 - January 2011
Sports Authority March 2009 - November 2009
Skills
Sales Management, Financial Management, Coaching
Education
University of Alaska Anchorage 2009 — 2012
BA, Management and Marketing
Ben Goodman's New York Life Insurance Company Experience December 2011 - November 2012
Job Assistant Manager at Enterprise RentACar
Industry Consumer Services
Experience
Enterprise Rent-A-Car October 2013 - Present
Enterprise Rent-A-Car December 2012 - September 2013
New York Life Insurance Company December 2011 - November 2012
RETAIL ASSISTANCE CORP December 2008 - December 2009
Skills
Licensed Life Insurance..., Life & Health Insurance..., Series 6, Series 63, Retirement Planning, Listening Skills, Database Management, Research, Series 7, Insurance, Database Admin, Management, Sales, Customer Service, Marketing
Education
University of Arizona 2007 — 2011
Bachelor of Science, Economics
Enterprise Rent-A-Car October 2013 - Present
Enterprise Rent-A-Car December 2012 - September 2013
New York Life Insurance Company December 2011 - November 2012
RETAIL ASSISTANCE CORP December 2008 - December 2009
Skills
Licensed Life Insurance..., Life & Health Insurance..., Series 6, Series 63, Retirement Planning, Listening Skills, Database Management, Research, Series 7, Insurance, Database Admin, Management, Sales, Customer Service, Marketing
Education
University of Arizona 2007 — 2011
Bachelor of Science, Economics
K Vester's New York Life Insurance Company Experience 2001 - Present
Job Managing Partner at New York Life Insurance Company
Industry Executive Office
Experience
New York Life Insurance Company 2001 - Present
New York Life Insurance Company August 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Arizona 1981 — 1986
Bachelor of Science (B.S.)
New York Life Insurance Company 2001 - Present
New York Life Insurance Company August 1997 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Arizona 1981 — 1986
Bachelor of Science (B.S.)
Jeff McClinton's New York Life Insurance Company Experience May 2014 - Present
Job General Manager at CRDN
Industry Textiles
Experience
New York Life Insurance Company May 2014 - Present
CRDN January 2009 - Present
Southwest Dealer Services April 2001 - 2009
Skills
Textiles, Sales Management, New Business Development, Negotiation, Sales, Merchandising, Water Damage, Mold Remediation, Team Building, Contract Negotiation, Inventory Management, Profit, Strategic Planning
Education
University of Arizona
Political Science, minors Chemistry, Math, Physics
New York Life Insurance Company May 2014 - Present
CRDN January 2009 - Present
Southwest Dealer Services April 2001 - 2009
Skills
Textiles, Sales Management, New Business Development, Negotiation, Sales, Merchandising, Water Damage, Mold Remediation, Team Building, Contract Negotiation, Inventory Management, Profit, Strategic Planning
Education
University of Arizona
Political Science, minors Chemistry, Math, Physics
Dora Jimenez's New York Life Insurance Company Experience March 2013 - Present
Job Assistant General Counsel at New York Life Insurance Company
Industry Law Practice
Experience
New York Life Insurance Company March 2013 - Present
Simpson Thacher & Bartlett LLP October 2006 - March 2013
United Airlines August 1998 - October 2005
Education
St. John's University School of Law 2002 — 2006
Doctor of Law (JD)
SUNY at Buffalo
Bachelor of Arts (B.A.), English and Italian
New York Life Insurance Company March 2013 - Present
Simpson Thacher & Bartlett LLP October 2006 - March 2013
United Airlines August 1998 - October 2005
Education
St. John's University School of Law 2002 — 2006
Doctor of Law (JD)
SUNY at Buffalo
Bachelor of Arts (B.A.), English and Italian
Alexandra Rados's New York Life Insurance Company Experience November 2013 - Present
Job Process Specialist at PwC
Industry Accounting
Experience
New York Life Insurance Company November 2013 - Present
PwC August 2013 - November 2013
Volunteer Income Tax Assistance June 2012 - April 2013
Buffalo Sabres September 2012 - December 2012
Tops Markets October 2008 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Access, Great Plains Software, Peachtree Accounting, Tax Preparation, Personal Income Tax..., Accounts Payable, Lotus Notes, Income Tax
Education
University of South Florida 2013 — 2014
Master of Science (M.S.), Accountancy
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.5
New York Life Insurance Company November 2013 - Present
PwC August 2013 - November 2013
Volunteer Income Tax Assistance June 2012 - April 2013
Buffalo Sabres September 2012 - December 2012
Tops Markets October 2008 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Access, Great Plains Software, Peachtree Accounting, Tax Preparation, Personal Income Tax..., Accounts Payable, Lotus Notes, Income Tax
Education
University of South Florida 2013 — 2014
Master of Science (M.S.), Accountancy
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.5
David Chaim Sendowski's New York Life Insurance Company Experience January 2014 - Present
Job Resources for Financial Solutions
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
BBVA Compass July 2011 - December 2013
Skills
Leadership, Banking, Sales, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Risk Management, Business Analysis, Marketing, Business Strategy, Team Leadership, Public Speaking, Analysis, Negotiation, Management, Research, Strategy
Education
University of Alabama 2003 — 2006
BS, Banking, Corporate, Finance, and Securities Law
New York Life Insurance Company January 2014 - Present
BBVA Compass July 2011 - December 2013
Skills
Leadership, Banking, Sales, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Risk Management, Business Analysis, Marketing, Business Strategy, Team Leadership, Public Speaking, Analysis, Negotiation, Management, Research, Strategy
Education
University of Alabama 2003 — 2006
BS, Banking, Corporate, Finance, and Securities Law
richard carpentieri's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Skills
Sales Management, Consulting, Customer Service
Education
SUNY Albany
New York Life Insurance Company June 2013 - Present
Skills
Sales Management, Consulting, Customer Service
Education
SUNY Albany
Paul Quintana's New York Life Insurance Company Experience May 2015 - Present
Job CUI/ Insulator at ASRC Energy Services, LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
ASRC Energy Services, LLC July 2012 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Alaska Anchorage 2008 — 2011
Petroleum Technology/Technician
New York Life Insurance Company May 2015 - Present
ASRC Energy Services, LLC July 2012 - August 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Alaska Anchorage 2008 — 2011
Petroleum Technology/Technician