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
Yoonshin Ginger Lee Yoonshin Ginger Lee's New York Life Insurance Company Experience October 2012 - 2014
Job Bachelor of Arts in Linguistics from University of California, Los Angeles
Industry Education Management
Experience
Aurora World, Inc. March 2015 - Present
Self-employed 2010 - Present
Self-employed 2012 - Present
Connect Academy July 2014 - March 2015
CL Academy 2014 - March 2015
Which Wich Superior Sandwiches June 2014 - October 2014
New York Life Insurance Company October 2012 - 2014
Grace Ministries International Media Team October 2009 - September 2013
Skills
Education, Translation, Interpretation, PowerPoint, Microsoft Office, Adobe Design Programs, Research, Communication, Social Networking, Organization, English, Teaching, Public Speaking, Editing, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2012 — 2014
Bachelor's degree, Linguistics, 3.84
Brea Olinda High School 2008 — 2012
3.96
Aurora World, Inc. March 2015 - Present
Self-employed 2010 - Present
Self-employed 2012 - Present
Connect Academy July 2014 - March 2015
CL Academy 2014 - March 2015
Which Wich Superior Sandwiches June 2014 - October 2014
New York Life Insurance Company October 2012 - 2014
Grace Ministries International Media Team October 2009 - September 2013
Skills
Education, Translation, Interpretation, PowerPoint, Microsoft Office, Adobe Design Programs, Research, Communication, Social Networking, Organization, English, Teaching, Public Speaking, Editing, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2012 — 2014
Bachelor's degree, Linguistics, 3.84
Brea Olinda High School 2008 — 2012
3.96
Michelle Vo Michelle Vo's New York Life Insurance Company Experience September 2014 - Present
Job Spirited Agent at New York Life Insurance Company Helping All Walks Of Life Organize And Protect Their Financial Future
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
RichRelevance January 2013 - July 2013
RichRelevance May 2012 - January 2013
Synopsys September 2008 - May 2012
Silicon Valley Technical Institute January 2008 - September 2008
ISQED January 2008 - September 2008
Osaka Sushi October 2005 - May 2007
Morgan Stanley of Sacramento - Internship Program January 2006 - March 2006
Normandin Chrysler Jeep June 2002 - June 2003
Skills
Event Management, Press Releases, Marketing, Management, Public Relations, Administrative..., System Administration, Community Outreach, Advertising, Sales, Salesforce.com, PowerPoint, Time Management, Event Planning, Administration, Customer Service, Social Networking, Administrative Support, Administrative..., Communication, Customer Satisfaction, Networking, Problem Solving, time, Microsoft Office, Social Media
Education
University of California, Davis 2003 — 2007
B.A., Communication
Independence High School 2000 — 2003
Diploma
New York Life Insurance Company September 2014 - Present
RichRelevance January 2013 - July 2013
RichRelevance May 2012 - January 2013
Synopsys September 2008 - May 2012
Silicon Valley Technical Institute January 2008 - September 2008
ISQED January 2008 - September 2008
Osaka Sushi October 2005 - May 2007
Morgan Stanley of Sacramento - Internship Program January 2006 - March 2006
Normandin Chrysler Jeep June 2002 - June 2003
Skills
Event Management, Press Releases, Marketing, Management, Public Relations, Administrative..., System Administration, Community Outreach, Advertising, Sales, Salesforce.com, PowerPoint, Time Management, Event Planning, Administration, Customer Service, Social Networking, Administrative Support, Administrative..., Communication, Customer Satisfaction, Networking, Problem Solving, time, Microsoft Office, Social Media
Education
University of California, Davis 2003 — 2007
B.A., Communication
Independence High School 2000 — 2003
Diploma
Richard Pototsky, CPA Richard Pototsky, CPA's New York Life Insurance Company Experience September 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Skills
Sales, Insurance, Team Building
Education
Washington University in St. Louis 1986 — 1990
Bachelor's Degree, Economics
University of Baltimore 1991 — 1993
Master of Business Administration (M.B.A.), Management
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Skills
Sales, Insurance, Team Building
Education
Washington University in St. Louis 1986 — 1990
Bachelor's Degree, Economics
University of Baltimore 1991 — 1993
Master of Business Administration (M.B.A.), Management
Liza Otanes Liza Otanes's New York Life Insurance Company Experience August 2008 - April 2010
Job Business Development Manager at Trepic.co
Industry Leisure, Travel & Tourism
Experience
Trepic.co March 2015 - Present
vintageswag.net March 2014 - Present
Brand.net August 2013 - December 2013
Dezine.com May 2013 - August 2013
ModeWalk, Inc January 2011 - March 2013
Pure Conduit Inc. May 2010 - November 2010
Kaama Restaurant & Lounge April 2010 - November 2010
New York Life Insurance Company August 2008 - April 2010
Gucci November 2005 - March 2008
Salvatore Ferragamo February 2005 - November 2005
Skills
Sales, B2B Marketing, Online Marketing, Luxury Brand Marketing, Sales Operations, E-commerce Consulting, Sales Management, Project Management, Online Travel, Travel Planning, International Travel, Launch Events, Event Planning, Business Development, Luxury Lifestyle, Fashion Buying, E-commerce, Fashion, Facebook, SEO, Social Media, Social Media Marketing, Marketing, Customer Service
Education
University of California, Berkeley
Bachelor's Degree, Economics
Alameda High School
Trepic.co March 2015 - Present
vintageswag.net March 2014 - Present
Brand.net August 2013 - December 2013
Dezine.com May 2013 - August 2013
ModeWalk, Inc January 2011 - March 2013
Pure Conduit Inc. May 2010 - November 2010
Kaama Restaurant & Lounge April 2010 - November 2010
New York Life Insurance Company August 2008 - April 2010
Gucci November 2005 - March 2008
Salvatore Ferragamo February 2005 - November 2005
Skills
Sales, B2B Marketing, Online Marketing, Luxury Brand Marketing, Sales Operations, E-commerce Consulting, Sales Management, Project Management, Online Travel, Travel Planning, International Travel, Launch Events, Event Planning, Business Development, Luxury Lifestyle, Fashion Buying, E-commerce, Fashion, Facebook, SEO, Social Media, Social Media Marketing, Marketing, Customer Service
Education
University of California, Berkeley
Bachelor's Degree, Economics
Alameda High School
Kelly Shim Hwang's New York Life Insurance Company Experience January 1997 - July 2003
Job Freelance Korean Interpreter and Financial Consultant
Industry Financial Services
Experience
American General Life Companies 2006 - Present
Freelance Korean Interpreter 1983 - Present
New York Life Insurance Company January 1997 - July 2003
Freelance Immigration Paralegal 1983 - 1997
Skills
Strategic Planning, Microsoft Excel, Business Strategy, Marketing Strategy, Microsoft Office, Process Improvement, New Business Development, Business Development, Business Analysis, Business Planning, Insurance, Marketing
Education
University of California, Los Angeles
American General Life Companies 2006 - Present
Freelance Korean Interpreter 1983 - Present
New York Life Insurance Company January 1997 - July 2003
Freelance Immigration Paralegal 1983 - 1997
Skills
Strategic Planning, Microsoft Excel, Business Strategy, Marketing Strategy, Microsoft Office, Process Improvement, New Business Development, Business Development, Business Analysis, Business Planning, Insurance, Marketing
Education
University of California, Los Angeles
Haley Ekiss's New York Life Insurance Company Experience July 2014 - August 2014
Job Software QA Analyst at William O'Neil + Co. Inc.
Industry Information Technology and Services
Experience
William O'Neil + Co. Inc. July 2015 - Present
New York Life Insurance Company July 2014 - August 2014
UCLA Panhellenic Council January 2013 - December 2013
Silicon Valley Oral & Maxillofacial Surgery June 2012 - September 2012
Frost Cupcake Factory July 2011 - September 2011
Del Mar High School August 2010 - June 2011
California Scholarship Federation August 2010 - June 2011
Skills
Java, C++, Programming, Eclipse, Visual Studio, Social Networking, Customer Relations, Project Management, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Teamwork
Education
University of California, Los Angeles 2011 — 2015
BS, Mathematics, Specialization in Computing
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Mathematics
William O'Neil + Co. Inc. July 2015 - Present
New York Life Insurance Company July 2014 - August 2014
UCLA Panhellenic Council January 2013 - December 2013
Silicon Valley Oral & Maxillofacial Surgery June 2012 - September 2012
Frost Cupcake Factory July 2011 - September 2011
Del Mar High School August 2010 - June 2011
California Scholarship Federation August 2010 - June 2011
Skills
Java, C++, Programming, Eclipse, Visual Studio, Social Networking, Customer Relations, Project Management, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Teamwork
Education
University of California, Los Angeles 2011 — 2015
BS, Mathematics, Specialization in Computing
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Mathematics
Gui Jubran's New York Life Insurance Company Experience October 2013 - Present
Job Hiring and Developing Entrepreneurial individuals for a Career in Financial Services.
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC March 2009 - Present
Brea Soccer Association January 2009 - Present
Skills
Recruiting, Training, Coaching
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Science (BS), Mathematics
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC March 2009 - Present
Brea Soccer Association January 2009 - Present
Skills
Recruiting, Training, Coaching
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Science (BS), Mathematics
Leon Choi's New York Life Insurance Company Experience January 2012 - December 2012
Job Account Manager at Engage:BDR
Industry Marketing and Advertising
Experience
engage:BDR December 2013 - Present
New York Life Insurance Company January 2012 - December 2012
CJ Mnet Media November 2011 - March 2012
Skills
Marketing, Salesforce.com, Social Media Marketing, Online Advertising, Social Networking, Social Media, Marketing Strategy, Event Planning, Market Research, Digital Media, Microsoft Office, Sales, Customer Service, Competitive Analysis, PowerPoint, Product Marketing, Microsoft Excel
Education
University of California, Irvine 2008 — 2011
Bachelor of Science, International Studies
engage:BDR December 2013 - Present
New York Life Insurance Company January 2012 - December 2012
CJ Mnet Media November 2011 - March 2012
Skills
Marketing, Salesforce.com, Social Media Marketing, Online Advertising, Social Networking, Social Media, Marketing Strategy, Event Planning, Market Research, Digital Media, Microsoft Office, Sales, Customer Service, Competitive Analysis, PowerPoint, Product Marketing, Microsoft Excel
Education
University of California, Irvine 2008 — 2011
Bachelor of Science, International Studies
Rafael Pinedo's New York Life Insurance Company Experience September 2009 - April 2011
Job Realtor at CENTURY 21 Award
Industry Real Estate
Experience
CENTURY 21 Award September 2014 - Present
Frank Atrash Realty October 2011 - Present
LBCalc.com March 2013 - December 2013
The Pollakov Financial Group March 2011 - February 2013
B of I Federal Bank March 2012 - January 2013
New York Life Insurance Company September 2009 - April 2011
Get 1 Free Magazine 2009 - 2010
Skills
Financial Services, Life Insurance, Property & Casualty..., Annuities, Retirement Planning, Real Estate Transactions, Property Management, Sales & Marketing..., Public Speaking, Sales Management, Entrepreneurship, Retirement, Disability Insurance, Fixed Annuities, Insurance, Loans, Marketing, Strategic Financial..., Sales, Spanish, Business Networking, Social Networking, Mortgage Lending..., Small Business, Investments, Leadership, Real Estate, Long-term Care, Financial Advisory, Employee Benefits, 401k, Mortgage Lending, Estate Planning, Finance, Wealth Management, IRAs, Term Life Insurance, Mutual Funds, Wealth, Long Term Care Insurance, Health Insurance, Investment Advisory, Underwriting, Financial Planning
Education
University of San Diego 1986 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies & Spanish, Magna Cum Laude
UCLA 1985 — 1986
Pursued Acting, Theatre Arts, n/a
CENTURY 21 Award September 2014 - Present
Frank Atrash Realty October 2011 - Present
LBCalc.com March 2013 - December 2013
The Pollakov Financial Group March 2011 - February 2013
B of I Federal Bank March 2012 - January 2013
New York Life Insurance Company September 2009 - April 2011
Get 1 Free Magazine 2009 - 2010
Skills
Financial Services, Life Insurance, Property & Casualty..., Annuities, Retirement Planning, Real Estate Transactions, Property Management, Sales & Marketing..., Public Speaking, Sales Management, Entrepreneurship, Retirement, Disability Insurance, Fixed Annuities, Insurance, Loans, Marketing, Strategic Financial..., Sales, Spanish, Business Networking, Social Networking, Mortgage Lending..., Small Business, Investments, Leadership, Real Estate, Long-term Care, Financial Advisory, Employee Benefits, 401k, Mortgage Lending, Estate Planning, Finance, Wealth Management, IRAs, Term Life Insurance, Mutual Funds, Wealth, Long Term Care Insurance, Health Insurance, Investment Advisory, Underwriting, Financial Planning
Education
University of San Diego 1986 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies & Spanish, Magna Cum Laude
UCLA 1985 — 1986
Pursued Acting, Theatre Arts, n/a
Anaiz Ruiz Anaiz Ruiz's New York Life Insurance Company Experience October 2014 - February 2015
Job Interested in Accounting career opportunities to grow experience in pursuit of a CPA license.
Industry Accounting
Experience
New York Life Insurance Company October 2014 - February 2015
ARAMARK August 2011 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Budget, Account Management, Customer Service, Leadership, Time Management, Social Networking, PowerPoint, Budgets, Event Planning, Spanish, Marketing
Education
UCI 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, Accounting and Organizational Management
New York Life Insurance Company October 2014 - February 2015
ARAMARK August 2011 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Budget, Account Management, Customer Service, Leadership, Time Management, Social Networking, PowerPoint, Budgets, Event Planning, Spanish, Marketing
Education
UCI 2010 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, Accounting and Organizational Management
Cassandra De Los Santos Cassandra De Los Santos's New York Life Insurance Company Experience May 2014 - August 2014
Job Life Insurance Agent
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - August 2014
UC Merced January 2014 - June 2014
UC Merced January 2013 - January 2014
Skills
Customer Service, Leadership, Team Building, Works well in a team, Problem Solving, Project Management, Strategic Planning, Financial Services, Bookkeeping, Microsoft Excel, Microsoft Office, Spanish-speaking, Public Speaking, Public Relations, Administrative...
Education
University of California, Merced 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company May 2014 - August 2014
UC Merced January 2014 - June 2014
UC Merced January 2013 - January 2014
Skills
Customer Service, Leadership, Team Building, Works well in a team, Problem Solving, Project Management, Strategic Planning, Financial Services, Bookkeeping, Microsoft Excel, Microsoft Office, Spanish-speaking, Public Speaking, Public Relations, Administrative...
Education
University of California, Merced 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Saras, LUTCF Chris Saras, LUTCF's New York Life Insurance Company Experience November 2007 - Present
Job Helping people get from Point A to Point B Financially.
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Training, Analysis, Investment Strategies, Retirement Income..., Insurance Planning, Annuities, Finance, Series 63, Mutual Funds, Securities, Retirement, Long Term Care
Education
The American College 2010 — 2011
Life Underwriter Training Coucil Fellow (LUTCF), Insurance & Investment Planning
University of Redlands 2005 — 2007
B.S., Business Administration
University of California, Davis 2002 — 2004
Eagle Strategies, LLC June 2014 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Training, Analysis, Investment Strategies, Retirement Income..., Insurance Planning, Annuities, Finance, Series 63, Mutual Funds, Securities, Retirement, Long Term Care
Education
The American College 2010 — 2011
Life Underwriter Training Coucil Fellow (LUTCF), Insurance & Investment Planning
University of Redlands 2005 — 2007
B.S., Business Administration
University of California, Davis 2002 — 2004
Tiffany Le Tiffany Le's New York Life Insurance Company Experience April 2010 - June 2011
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Signature Estate & Investment Advisors, LLC September 2011 - September 2014
Brentwood Advisory Group April 2010 - August 2011
New York Life Insurance Company April 2010 - June 2011
CBS Television Distribution April 2009 - April 2010
Skills
Series 63, Series 7, Life & Health Insurance..., Financial Analysis, Financial Reporting, Strategic Financial..., Client Liaison, Microsoft Office, Client Relations Skills, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Troubleshooting, PowerPoint, Windows, CRM databases, Box.net, Relationship Management, Retirement Planning, Mutual Funds
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Economics
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - March 2015
Signature Estate & Investment Advisors, LLC September 2011 - September 2014
Brentwood Advisory Group April 2010 - August 2011
New York Life Insurance Company April 2010 - June 2011
CBS Television Distribution April 2009 - April 2010
Skills
Series 63, Series 7, Life & Health Insurance..., Financial Analysis, Financial Reporting, Strategic Financial..., Client Liaison, Microsoft Office, Client Relations Skills, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Troubleshooting, PowerPoint, Windows, CRM databases, Box.net, Relationship Management, Retirement Planning, Mutual Funds
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2007 — 2011
Economics
Rosa Montes Goldberg Rosa Montes Goldberg's New York Life Insurance Company Experience March 2008 - June 2012
Job Account Executive/Business Development/Public Finance Investment Banking
Industry Financial Services
Experience
In between opportunities 2014 - Present
New York Life Insurance Company March 2008 - June 2012
E. J. De La Rosa & Co., Inc. 1997 - 1999
Artemis Capital Group, Inc. July 1991 - September 1996
Skills
Strategy, Sales, New Business Development, Market Research, Program Management, Finance, Business Development, Analysis, Banking, Strategic Planning, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business
BS 1990, Finance and Marketing
In between opportunities 2014 - Present
New York Life Insurance Company March 2008 - June 2012
E. J. De La Rosa & Co., Inc. 1997 - 1999
Artemis Capital Group, Inc. July 1991 - September 1996
Skills
Strategy, Sales, New Business Development, Market Research, Program Management, Finance, Business Development, Analysis, Banking, Strategic Planning, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business
BS 1990, Finance and Marketing
JEFFREY FONG JEFFREY FONG's New York Life Insurance Company Experience June 2013 - January 2014
Job Solar Project Coordinator at Lennar
Industry Hospital & Health Care
Experience
Lennar March 2014 - Present
New York Life Insurance Company June 2013 - January 2014
Univers Workplace Solutions October 2013 - December 2013
UC Irvine Medical Center August 2010 - February 2013
UC Irvine August 2011 - August 2012
Skills
Research, Healthcare, Community Outreach, Public Speaking, Public Health, PowerPoint, Microsoft Office, Clinical Research, Nonprofits, Data Analysis, Microsoft Word, Microsoft Excel, Fundraising, Hospitals, Psychology, Volunteer Management, Data Entry, Program Development, Teaching, Critical Thinking
Education
University of California, Irvine 2009 — 2013
Bachelor of Science (B.S.), Public Health Sciences
University of California, Irvine 2009 — 2013
Bachelor of Science (B.S.), Public Health Sciences
Abraham Lincoln 2005 — 2009
Lennar March 2014 - Present
New York Life Insurance Company June 2013 - January 2014
Univers Workplace Solutions October 2013 - December 2013
UC Irvine Medical Center August 2010 - February 2013
UC Irvine August 2011 - August 2012
Skills
Research, Healthcare, Community Outreach, Public Speaking, Public Health, PowerPoint, Microsoft Office, Clinical Research, Nonprofits, Data Analysis, Microsoft Word, Microsoft Excel, Fundraising, Hospitals, Psychology, Volunteer Management, Data Entry, Program Development, Teaching, Critical Thinking
Education
University of California, Irvine 2009 — 2013
Bachelor of Science (B.S.), Public Health Sciences
University of California, Irvine 2009 — 2013
Bachelor of Science (B.S.), Public Health Sciences
Abraham Lincoln 2005 — 2009
Amy Ong Amy Ong's New York Life Insurance Company Experience June 2012 - April 2013
Job Junior Accountant at Burr White Realty
Industry
Experience
Burr White Realty May 2013 - June 2014
New York Life Insurance Company June 2012 - April 2013
Alpha Phi Omega National Service Fraternity November 2012 - March 2013
2-1-1 Orange County June 2012 - September 2012
Alternative Spring Break March 2012 - March 2012
China Cafe June 2008 - August 2011
People Reaching Out October 2009 - June 2010
Skills
Social Media, Microsoft Office, Public Relations, Facebook, Microsoft Word, Leadership, Microsoft Excel, Event Planning, PowerPoint, Insurance, Customer Service
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics Minor in Accounting
Burr White Realty May 2013 - June 2014
New York Life Insurance Company June 2012 - April 2013
Alpha Phi Omega National Service Fraternity November 2012 - March 2013
2-1-1 Orange County June 2012 - September 2012
Alternative Spring Break March 2012 - March 2012
China Cafe June 2008 - August 2011
People Reaching Out October 2009 - June 2010
Skills
Social Media, Microsoft Office, Public Relations, Facebook, Microsoft Word, Leadership, Microsoft Excel, Event Planning, PowerPoint, Insurance, Customer Service
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics Minor in Accounting
Francis Somsel Francis Somsel's New York Life Insurance Company Experience 1995 - 1997
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Information Technology and Services
Experience
Coldwell Banker Residential Brokerage December 2014 - Present
Utelogy Corporation February 2014 - November 2014
Embarcadero YMCA January 2014 - April 2014
Conferencing Advisors October 2006 - October 2013
Nolo 2006 - 2006
NF Communications 2002 - 2005
Titan Advisors 2002 - 2002
Citicorp Investment Services January 1998 - December 2001
Merrill Lynch January 1997 - January 1998
New York Life Insurance Company 1995 - 1997
Skills
Telepresence, Video Conferencing, Telecommunications, Unified Communications, Channel, IP, Digital Signage, Video, Collaboration Solutions, Unified Messaging, Tandberg, New Business Development, Sound, Webinars, Managed Services, VoIP, Solution Selling, Channel Partners, H.323, SIP, SaaS, Salesforce.com, Sales Engineering, Lead Generation, MPLS, Sales Process, Hosted Services, Streaming Media, Audio Conferencing, Sales Operations, AV, Team Leadership, Financial Analysis, Efficiency
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts (BA), History
Coldwell Banker Residential Brokerage December 2014 - Present
Utelogy Corporation February 2014 - November 2014
Embarcadero YMCA January 2014 - April 2014
Conferencing Advisors October 2006 - October 2013
Nolo 2006 - 2006
NF Communications 2002 - 2005
Titan Advisors 2002 - 2002
Citicorp Investment Services January 1998 - December 2001
Merrill Lynch January 1997 - January 1998
New York Life Insurance Company 1995 - 1997
Skills
Telepresence, Video Conferencing, Telecommunications, Unified Communications, Channel, IP, Digital Signage, Video, Collaboration Solutions, Unified Messaging, Tandberg, New Business Development, Sound, Webinars, Managed Services, VoIP, Solution Selling, Channel Partners, H.323, SIP, SaaS, Salesforce.com, Sales Engineering, Lead Generation, MPLS, Sales Process, Hosted Services, Streaming Media, Audio Conferencing, Sales Operations, AV, Team Leadership, Financial Analysis, Efficiency
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts (BA), History
Ryan Southwick Ryan Southwick's New York Life Insurance Company Experience March 2014 - Present
Job Dedicated Financial Services Professional helping families and businesses
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Submit Digital September 2011 - January 2014
Cydcor July 2006 - March 2012
Halsys IT Solutions January 2006 - July 2006
Skills
Business Development, Strategy, Marketing, Account Management, Sales, CRM, Life Insurance, Leadership, Personal Finance, Risk Management, Retirement Planning, Social Media, Team Building, Customer Service, Advertising, Management
Education
University of California, Berkeley 2000 — 2004
BS, Environmental Science
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Submit Digital September 2011 - January 2014
Cydcor July 2006 - March 2012
Halsys IT Solutions January 2006 - July 2006
Skills
Business Development, Strategy, Marketing, Account Management, Sales, CRM, Life Insurance, Leadership, Personal Finance, Risk Management, Retirement Planning, Social Media, Team Building, Customer Service, Advertising, Management
Education
University of California, Berkeley 2000 — 2004
BS, Environmental Science
Jeremy Farfan Jeremy Farfan's New York Life Insurance Company Experience January 2014 - Present
Job Knowledgeable New York Life Agent servicing families and business owners in Northern California
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Mission Linen Supply 2010 - 2013
United States Marine Corps October 2001 - June 2010
Skills
Insurance, Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Gifting Strategies, Multi-generational..., Protection..., Retirement Planning, Wealth Preservation..., Accounting, Long Term Care Insurance, Finance, Retirement, Tax, Team Leadership, Analysis, DoD, Leadership, Military, National Security, Military Operations, Operational Planning, Security Clearance, Military Experience, Management, Team Building
Education
University of California, Berkeley
Bachelor of Science (B.S.), Political Science and Government
Northgate High School
New York Life Insurance Company January 2014 - Present
Mission Linen Supply 2010 - 2013
United States Marine Corps October 2001 - June 2010
Skills
Insurance, Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Gifting Strategies, Multi-generational..., Protection..., Retirement Planning, Wealth Preservation..., Accounting, Long Term Care Insurance, Finance, Retirement, Tax, Team Leadership, Analysis, DoD, Leadership, Military, National Security, Military Operations, Operational Planning, Security Clearance, Military Experience, Management, Team Building
Education
University of California, Berkeley
Bachelor of Science (B.S.), Political Science and Government
Northgate High School
Rebecca (Beckii) Leung Rebecca (Beckii) Leung's New York Life Insurance Company Experience February 2013 - May 2013
Job Revenue Assurance Analyst at Ultra Mobile
Industry Marketing and Advertising
Experience
Ultra Mobile July 2014 - Present
Ultra Mobile November 2013 - July 2014
Noodle World, Inc. December 2011 - May 2014
New York Life Insurance Company February 2013 - May 2013
Kappa Zeta Phi Sorority September 2009 - May 2013
Business Expo Center January 2013 - April 2013
UCI Hospitality and Dining- Pippin Commons November 2010 - September 2012
Ameriprise Financial Services, Inc. March 2011 - September 2011
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Research, Training, Public Speaking, Microsoft Word, Event Planning, Facebook, Social Networking, Blogging, Social Media Marketing, SEO, Sales, Editing, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, GPA: 3.709
Ultra Mobile July 2014 - Present
Ultra Mobile November 2013 - July 2014
Noodle World, Inc. December 2011 - May 2014
New York Life Insurance Company February 2013 - May 2013
Kappa Zeta Phi Sorority September 2009 - May 2013
Business Expo Center January 2013 - April 2013
UCI Hospitality and Dining- Pippin Commons November 2010 - September 2012
Ameriprise Financial Services, Inc. March 2011 - September 2011
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Research, Training, Public Speaking, Microsoft Word, Event Planning, Facebook, Social Networking, Blogging, Social Media Marketing, SEO, Sales, Editing, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, GPA: 3.709
Tony Brucks Tony Brucks's New York Life Insurance Company Experience July 2007 - June 2014
Job Financial Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2007 - June 2014
GEICO August 1997 - July 2007
Paul Revere Life Insurance Co. January 1996 - November 1996
Great Southern Life Insurance Company 1994 - 1996
Skills
Investments, Insurance, Sales, Long Term Care Insurance, Loans, Finance, Customer Service, Leadership, Health Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Portfolio Management
Education
University of Arkansas at Fayetteville 1989 — 1993
Bachelor of Arts (BA), History
Lake Highlands
New York Life Insurance Company July 2007 - June 2014
GEICO August 1997 - July 2007
Paul Revere Life Insurance Co. January 1996 - November 1996
Great Southern Life Insurance Company 1994 - 1996
Skills
Investments, Insurance, Sales, Long Term Care Insurance, Loans, Finance, Customer Service, Leadership, Health Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Portfolio Management
Education
University of Arkansas at Fayetteville 1989 — 1993
Bachelor of Arts (BA), History
Lake Highlands
Russell Curtiss Russell Curtiss's New York Life Insurance Company Experience March 1980 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1980 - Present
Whittier Union High School District June 1971 - January 1980
Skills
Insurance, Fixed Annuities, Long-term Care, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Wealth Management, Customer Service, Accounting, Strategic Planning, Management, Team Building
Education
University of California, Los Angeles
New York Life Insurance Company March 1980 - Present
Whittier Union High School District June 1971 - January 1980
Skills
Insurance, Fixed Annuities, Long-term Care, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Wealth Management, Customer Service, Accounting, Strategic Planning, Management, Team Building
Education
University of California, Los Angeles
Cindy Chien's New York Life Insurance Company Experience February 2014 - March 2015
Job Dance Coach
Industry Health, Wellness and Fitness
Experience
Cindy Chien Dance June 2012 - Present
New York Life Insurance Company February 2014 - March 2015
Total Phase May 2013 - December 2013
UC Berkeley March 2009 - May 2013
UC Berkeley December 2008 - April 2011
UC Berkeley April 2008 - December 2008
U.S. Department of Justice December 2007 - December 2007
Skills
Personal Finance, Retirement Planning
Education
University of California, Berkeley 2003 — 2007
B.A., Chemistry, Entrepreneurship
Cindy Chien Dance June 2012 - Present
New York Life Insurance Company February 2014 - March 2015
Total Phase May 2013 - December 2013
UC Berkeley March 2009 - May 2013
UC Berkeley December 2008 - April 2011
UC Berkeley April 2008 - December 2008
U.S. Department of Justice December 2007 - December 2007
Skills
Personal Finance, Retirement Planning
Education
University of California, Berkeley 2003 — 2007
B.A., Chemistry, Entrepreneurship
Susie Tompkins Susie Tompkins's New York Life Insurance Company Experience September 2013 - January 2015
Job Experienced account manager seeking an account management or analyst role.
Industry Computer Hardware
Experience
SolarCity January 2015 - March 2015
New York Life Insurance Company September 2013 - January 2015
Digi International September 2001 - May 2012
Digi International December 2000 - September 2001
Digi International June 2000 - December 2000
Digi International July 1999 - June 2000
Skills
Sales, Direct Sales, Customer Service, Account Management, Management, Microsoft Office, Sales Operations, Solution Selling, Cross-functional Team..., New Business Development, Microsoft Excel, Strategic Partnerships, Marketing Strategy, Team Building, Insurance, Microsoft Word, Social Media, Marketing Communications, Team Leadership, Business Strategy, Customer Satisfaction, Retail, Entrepreneurship, Outlook, Protection..., Asset Protection, Product Management, Project Management, Forecasting, Product Development, Negotiation, Inventory Management, Strategic Planning, Contract Negotiation, Social Media Marketing, Embedded Systems
Education
UC Davis 1994 — 1999
Bachelor of Science (BS), Exercise Science
Independence High School 1990 — 1994
SolarCity January 2015 - March 2015
New York Life Insurance Company September 2013 - January 2015
Digi International September 2001 - May 2012
Digi International December 2000 - September 2001
Digi International June 2000 - December 2000
Digi International July 1999 - June 2000
Skills
Sales, Direct Sales, Customer Service, Account Management, Management, Microsoft Office, Sales Operations, Solution Selling, Cross-functional Team..., New Business Development, Microsoft Excel, Strategic Partnerships, Marketing Strategy, Team Building, Insurance, Microsoft Word, Social Media, Marketing Communications, Team Leadership, Business Strategy, Customer Satisfaction, Retail, Entrepreneurship, Outlook, Protection..., Asset Protection, Product Management, Project Management, Forecasting, Product Development, Negotiation, Inventory Management, Strategic Planning, Contract Negotiation, Social Media Marketing, Embedded Systems
Education
UC Davis 1994 — 1999
Bachelor of Science (BS), Exercise Science
Independence High School 1990 — 1994
Max Ninthara Max Ninthara's New York Life Insurance Company Experience July 2009 - December 2009
Job Data Driven Growth, Product, and Marketing Professional
Industry Internet
Experience
Stealth and Early Stage Startups January 2015 - Present
YouMail, Inc March 2010 - October 2015
Bloosky Interactive, LLC January 2010 - February 2010
New York Life Insurance Company July 2009 - December 2009
Skills
Social Media, Customer Relations, Email Marketing, Data Management, Account Management, Concept Development, Facebook, PowerPoint, Outlook, Word, Excel, Microsoft Office, Online Marketing, Social Media Marketing, Customer Service, Photoshop, Advertising, Blogging, Public Speaking, Marketing Strategy, Social Networking, Competitive Analysis, Product Marketing, Marketing Communications, Market Research, SQL, Product Management, Copywriting, Team Building, HTML + CSS, Illustrator, Inkscape, Software Project..., Microsoft Excel, Microsoft Word, User Experience, CRM, Strategy, Start-ups
Education
University of California, Irvine
B.A., Cognitive Science
Stealth and Early Stage Startups January 2015 - Present
YouMail, Inc March 2010 - October 2015
Bloosky Interactive, LLC January 2010 - February 2010
New York Life Insurance Company July 2009 - December 2009
Skills
Social Media, Customer Relations, Email Marketing, Data Management, Account Management, Concept Development, Facebook, PowerPoint, Outlook, Word, Excel, Microsoft Office, Online Marketing, Social Media Marketing, Customer Service, Photoshop, Advertising, Blogging, Public Speaking, Marketing Strategy, Social Networking, Competitive Analysis, Product Marketing, Marketing Communications, Market Research, SQL, Product Management, Copywriting, Team Building, HTML + CSS, Illustrator, Inkscape, Software Project..., Microsoft Excel, Microsoft Word, User Experience, CRM, Strategy, Start-ups
Education
University of California, Irvine
B.A., Cognitive Science
Scott Quon Scott Quon's New York Life Insurance Company Experience January 2010 - August 2010
Job
Industry Consumer Goods
Experience
Southern California Edison January 2012 - May 2013
Lightswitch September 2011 - January 2012
UBS Investment Bank February 2011 - June 2011
New York Life Insurance Company January 2010 - August 2010
Global Marketing Resources March 2008 - August 2010
UCI Langson Library June 2008 - June 2009
Beth Krom's Congressional Campaign June 2008 - August 2008
Skills
Project Management, Analysis, Business Analysis, Microsoft Excel, Strategic Planning, Marketing, Microsoft Office, Business Strategy, Social Media Marketing, Leadership, PowerPoint, Data Analysis, Microsoft Word, Economics, Marketing Strategy, Customer Service, Statistics, Market Analysis, Social Media, Research, Social Networking, Product Development, Product Management, Production Planning, Licensing
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics, Political Science
Southern California Edison January 2012 - May 2013
Lightswitch September 2011 - January 2012
UBS Investment Bank February 2011 - June 2011
New York Life Insurance Company January 2010 - August 2010
Global Marketing Resources March 2008 - August 2010
UCI Langson Library June 2008 - June 2009
Beth Krom's Congressional Campaign June 2008 - August 2008
Skills
Project Management, Analysis, Business Analysis, Microsoft Excel, Strategic Planning, Marketing, Microsoft Office, Business Strategy, Social Media Marketing, Leadership, PowerPoint, Data Analysis, Microsoft Word, Economics, Marketing Strategy, Customer Service, Statistics, Market Analysis, Social Media, Research, Social Networking, Product Development, Product Management, Production Planning, Licensing
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics, Political Science
Alyssa Rizo's New York Life Insurance Company Experience December 2014 - Present
Job Market & Recruiting Manager, Pacific Zone Latino Market
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts
UCLA Archaeology 2009 — 2009
Bachelor of Arts (BA)
New York Life Insurance Company December 2014 - Present
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts
UCLA Archaeology 2009 — 2009
Bachelor of Arts (BA)
Goondo [Nate] Kim's New York Life Insurance Company Experience February 2014 - Present
Job Office Assistant at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company February 2014 - Present
Skills
Electric Guitar, Keyboards, Worship Music, Microsoft Word, PowerPoint, Microsoft Excel, Economics
Education
UCLA 2010 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
New York Life Insurance Company February 2014 - Present
Skills
Electric Guitar, Keyboards, Worship Music, Microsoft Word, PowerPoint, Microsoft Excel, Economics
Education
UCLA 2010 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
Parker Tate's New York Life Insurance Company Experience January 2006 - January 2007
Job Hydraulic Fracturing at Archer the well company
Industry Oil & Energy
Experience
Archer - the well company September 2011 - Present
Heritage Hall August 1999 - December 2011
New York Life Insurance Company January 2006 - January 2007
Skills
Energy, Mergers & Acquisitions, Petroleum, Risk Management, Financial Analysis, Leadership, Strategic Planning, Team Building, Oil/Gas, Training, Gas
Education
University of Central Oklahoma 1996 — 1999
Bachelor of Arts (B.A.), Organizational Communication, General
University of Arkansas at Little Rock 1992 — 1995
none, Varsity Golf
OSU-OKC
Petroleum Land Man School
Archer - the well company September 2011 - Present
Heritage Hall August 1999 - December 2011
New York Life Insurance Company January 2006 - January 2007
Skills
Energy, Mergers & Acquisitions, Petroleum, Risk Management, Financial Analysis, Leadership, Strategic Planning, Team Building, Oil/Gas, Training, Gas
Education
University of Central Oklahoma 1996 — 1999
Bachelor of Arts (B.A.), Organizational Communication, General
University of Arkansas at Little Rock 1992 — 1995
none, Varsity Golf
OSU-OKC
Petroleum Land Man School
Jason Hong's New York Life Insurance Company Experience June 2010 - September 2010
Job Corporate Finance at Ultegra Financial Partners
Industry Banking
Experience
Ultegra Financial Partners September 2014 - Present
Stanwich Capital Advisors, LLC March 2014 - September 2014
US Capital Partners November 2011 - March 2014
AGS Consulting June 2009 - June 2011
New York Life Insurance Company June 2010 - September 2010
Apple Inc. June 2009 - June 2010
Skills
Microsoft Office, Finance, Photoshop, Investments, Sales, Business Development, Management, OS X, Analysis, Financial Modeling, Portfolio Management, Windows 7, Management Consulting, Lightroom, Mac OS X, Leadership, MS Office Suite, Microsoft Dynamics CRM, Microsoft CRM, CRM, Financial Analysis, PowerPoint, Marketing, Salesforce.com, Corporate Finance, Investment Banking, Structured Finance
Education
University of California, Davis 2008 — 2011
Bachelor of Science (BS), Bachelor of Arts (BA), Managerial Economics, Psychology
Yonsei University 2010 — 2010
Bachelor of Arts (BA), Business Administration
Ultegra Financial Partners September 2014 - Present
Stanwich Capital Advisors, LLC March 2014 - September 2014
US Capital Partners November 2011 - March 2014
AGS Consulting June 2009 - June 2011
New York Life Insurance Company June 2010 - September 2010
Apple Inc. June 2009 - June 2010
Skills
Microsoft Office, Finance, Photoshop, Investments, Sales, Business Development, Management, OS X, Analysis, Financial Modeling, Portfolio Management, Windows 7, Management Consulting, Lightroom, Mac OS X, Leadership, MS Office Suite, Microsoft Dynamics CRM, Microsoft CRM, CRM, Financial Analysis, PowerPoint, Marketing, Salesforce.com, Corporate Finance, Investment Banking, Structured Finance
Education
University of California, Davis 2008 — 2011
Bachelor of Science (BS), Bachelor of Arts (BA), Managerial Economics, Psychology
Yonsei University 2010 — 2010
Bachelor of Arts (BA), Business Administration
Caleb Wang Caleb Wang's New York Life Insurance Company Experience May 2014 - June 2015
Job Business Innovation Intern at MercedesBenz Research & Development North America, Inc.
Industry Automotive
Experience
The Daily Californian January 2015 - Present
Creative Marketing Group at UC Berkeley January 2015 - Present
Mercedes-Benz Research & Development North America, Inc. June 2015 - August 2015
New York Life Insurance Company May 2014 - June 2015
Associated Students of the University of California September 2014 - May 2015
uGuru March 2014 - May 2014
UC Berkeley February 2014 - May 2014
Skills
Chinese, Marketing, Social Media, Microsoft Office, Fundraising, Photoshop, Teamwork, English, Time Management, Communication, PowerPoint, Microsoft Word, Microsoft Excel, Life Insurance, Public Speaking, Spanish, Data Analysis
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA), Economics
Amador Valley High School 2009 — 2013
The Daily Californian January 2015 - Present
Creative Marketing Group at UC Berkeley January 2015 - Present
Mercedes-Benz Research & Development North America, Inc. June 2015 - August 2015
New York Life Insurance Company May 2014 - June 2015
Associated Students of the University of California September 2014 - May 2015
uGuru March 2014 - May 2014
UC Berkeley February 2014 - May 2014
Skills
Chinese, Marketing, Social Media, Microsoft Office, Fundraising, Photoshop, Teamwork, English, Time Management, Communication, PowerPoint, Microsoft Word, Microsoft Excel, Life Insurance, Public Speaking, Spanish, Data Analysis
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA), Economics
Amador Valley High School 2009 — 2013
Kent Bailey's New York Life Insurance Company Experience January 2010 - October 2010
Job Senior Learning Consultant at Motorola Solutions
Industry Professional Training & Coaching
Experience
Motorola Solutions April 2015 - Present
MHI Global November 2014 - April 2015
Miller Heiman, a MHI Global company August 2013 - November 2014
Miller Heiman December 2011 - July 2013
New York Life Insurance Company January 2010 - October 2010
New York Life Insurance Company March 2009 - January 2010
Farmers Insurance October 2002 - February 2009
Farmers Insurance February 2000 - October 2002
IKON Office Solutions January 2000 - January 2001
Bailey House (Division of Bailey & Bailey, Inc January 1995 - January 2000
Skills
Insurance, Market Analysis, Sales Management, Business Management, Sales Tools Development, Marketing Strategy, Microsoft CRM, Salesforce.com..., Sales Operations, Lead Generation, Management, Brand Development, Selling, New Business Development, Start-ups, Training, Marketing, Strategy, Sales, CRM, Solution Selling, Sales Process, Business Development
Education
Ponderosa High School
University of Arkansas
Bachelor of Arts, Political Science
University of Arkansas at Fayetteville
BA, Political Science
Motorola Solutions April 2015 - Present
MHI Global November 2014 - April 2015
Miller Heiman, a MHI Global company August 2013 - November 2014
Miller Heiman December 2011 - July 2013
New York Life Insurance Company January 2010 - October 2010
New York Life Insurance Company March 2009 - January 2010
Farmers Insurance October 2002 - February 2009
Farmers Insurance February 2000 - October 2002
IKON Office Solutions January 2000 - January 2001
Bailey House (Division of Bailey & Bailey, Inc January 1995 - January 2000
Skills
Insurance, Market Analysis, Sales Management, Business Management, Sales Tools Development, Marketing Strategy, Microsoft CRM, Salesforce.com..., Sales Operations, Lead Generation, Management, Brand Development, Selling, New Business Development, Start-ups, Training, Marketing, Strategy, Sales, CRM, Solution Selling, Sales Process, Business Development
Education
Ponderosa High School
University of Arkansas
Bachelor of Arts, Political Science
University of Arkansas at Fayetteville
BA, Political Science
Carter Kim Carter Kim's New York Life Insurance Company Experience January 2013 - December 2013
Job Financial Services Representative at MassMutual Greater Los Angeles
Industry Financial Services
Experience
MassMutual Greater Los Angeles January 2014 - Present
New York Life Insurance Company January 2013 - December 2013
Magnus Industry, Seoul, Korea May 2006 - January 2012
Skills
Retirement, Income Protection, Key Person Protection, Building Relationships, Fixed Annuities, Life Insurance, Disability Insurance, Wealth, Long-term Care, Business Planning, Insurance, Long Term Care Insurance
Education
University of California, Berkeley 1990 — 1995
Political Science and Government
Brea-Olinda High School 1986 — 1990
MassMutual Greater Los Angeles January 2014 - Present
New York Life Insurance Company January 2013 - December 2013
Magnus Industry, Seoul, Korea May 2006 - January 2012
Skills
Retirement, Income Protection, Key Person Protection, Building Relationships, Fixed Annuities, Life Insurance, Disability Insurance, Wealth, Long-term Care, Business Planning, Insurance, Long Term Care Insurance
Education
University of California, Berkeley 1990 — 1995
Political Science and Government
Brea-Olinda High School 1986 — 1990
Benjamin Blackburn Benjamin Blackburn's New York Life Insurance Company Experience April 2012 - February 2014
Job Inheritance Consultant at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard July 2014 - November 2014
New York Life Insurance Company April 2012 - February 2014
Skills
Research, Teaching, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Editing, English, Outlook, Strategic Planning, Windows
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), History
Crescenta Valley High School 2004 — 2008
Vanguard November 2014 - Present
Vanguard July 2014 - November 2014
New York Life Insurance Company April 2012 - February 2014
Skills
Research, Teaching, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Editing, English, Outlook, Strategic Planning, Windows
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), History
Crescenta Valley High School 2004 — 2008
Maxfield A. Leavey Maxfield A. Leavey's New York Life Insurance Company Experience October 2011 - Present
Job Agent, Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
Jaguar Land Rover 2010 - 2011
Greekmile 2008 - 2010
Tankfarm Clothing 2007 - 2010
Skills
CA State Life and..., Series 6, Series 63, CA Automotive Sales..., Marketing, Insurance, Life Insurance, Fixed Annuities, Sales, Investments, Retirement Planning, Strategic Financial..., Disability Insurance, Employee Benefits, Term Life Insurance, Retirement, Long-term Care, Sales Management, Mutual Funds
Education
University of California, Irvine 2003 — 2008
BS, Social Ecology, Psychology and Social Behavior
Justin Siena High School 2000 — 2003
High School Diploma, 8-12
New York Life Insurance Company October 2011 - Present
Jaguar Land Rover 2010 - 2011
Greekmile 2008 - 2010
Tankfarm Clothing 2007 - 2010
Skills
CA State Life and..., Series 6, Series 63, CA Automotive Sales..., Marketing, Insurance, Life Insurance, Fixed Annuities, Sales, Investments, Retirement Planning, Strategic Financial..., Disability Insurance, Employee Benefits, Term Life Insurance, Retirement, Long-term Care, Sales Management, Mutual Funds
Education
University of California, Irvine 2003 — 2008
BS, Social Ecology, Psychology and Social Behavior
Justin Siena High School 2000 — 2003
High School Diploma, 8-12
Claudia Cazares's New York Life Insurance Company Experience February 2013 - June 2013
Job Project Manager at Granville Homes
Industry Real Estate
Experience
Granville Homes - New Homes Fresno June 2013 - Present
New York Life Insurance Company February 2013 - June 2013
City of Fresno May 2008 - December 2012
City of Fresno March 2004 - April 2008
Skills
Public Policy, Nonprofits, Local Government, Community Development, Public Speaking, Policy, Community Outreach, Grant Writing, Strategic Planning, Volunteer Management, Strategic Communications, Leadership Development, Research, Sustainability, Program Development, Fundraising, Event Planning, Program Management, Government, Policy Analysis, Grants, Budgets, Land Use Planning, Project Planning, Media Relations, Public Relations, Politics, Economic Development, Land Use, Proposal Writing, Zoning, Organizational..., Event Management, Urban Planning, Project Management, Training, Analysis, Social Media, Editing, Leadership, Coaching, Social Networking
Education
UC Berkeley Haas School of Business 1996 — 2000
Bachelor of Science (BS), Business Administration
Hanford High School 1992 — 1996
University of California, Berkeley
University of California, Berkeley
Granville Homes - New Homes Fresno June 2013 - Present
New York Life Insurance Company February 2013 - June 2013
City of Fresno May 2008 - December 2012
City of Fresno March 2004 - April 2008
Skills
Public Policy, Nonprofits, Local Government, Community Development, Public Speaking, Policy, Community Outreach, Grant Writing, Strategic Planning, Volunteer Management, Strategic Communications, Leadership Development, Research, Sustainability, Program Development, Fundraising, Event Planning, Program Management, Government, Policy Analysis, Grants, Budgets, Land Use Planning, Project Planning, Media Relations, Public Relations, Politics, Economic Development, Land Use, Proposal Writing, Zoning, Organizational..., Event Management, Urban Planning, Project Management, Training, Analysis, Social Media, Editing, Leadership, Coaching, Social Networking
Education
UC Berkeley Haas School of Business 1996 — 2000
Bachelor of Science (BS), Business Administration
Hanford High School 1992 — 1996
University of California, Berkeley
University of California, Berkeley
Edison Lam Edison Lam's New York Life Insurance Company Experience June 2012 - October 2013
Job Financial Services Professional at MassMutual Greater Los Angeles
Industry Financial Services
Experience
MassMutual Greater Los Angeles November 2013 - Present
New York Life Insurance Company June 2012 - October 2013
Skills
Retirement Planning, Retirement, Financial Services, Fixed Annuities, Financial Analysis, Long Term Care Insurance, Employee Benefits, Estate Planning, Life Insurance, Insurance, Wealth Management, Asset Allocation, Strategic Financial..., Long-term Care, Investment Strategies, College Savings Plans, College Education...
Education
Alhambra High School
High School
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
MassMutual Greater Los Angeles November 2013 - Present
New York Life Insurance Company June 2012 - October 2013
Skills
Retirement Planning, Retirement, Financial Services, Fixed Annuities, Financial Analysis, Long Term Care Insurance, Employee Benefits, Estate Planning, Life Insurance, Insurance, Wealth Management, Asset Allocation, Strategic Financial..., Long-term Care, Investment Strategies, College Savings Plans, College Education...
Education
Alhambra High School
High School
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government
Lyn O'Brien Lyn O'Brien's New York Life Insurance Company Experience 1985 - 2001
Job Business Consultant/Benefits at O'Brien & Associates Insurance
Industry Insurance
Experience
O'Brien & Associates Insurance 1985 - Present
New York Life Insurance Company 1985 - 2001
Skills
Change Management, Leadership, Employee Relations, Insurance, Organizational..., Team Building, Life Insurance, Sales, Employee Benefits, Performance Management, Health Insurance
Education
UCI
O'Brien & Associates Insurance 1985 - Present
New York Life Insurance Company 1985 - 2001
Skills
Change Management, Leadership, Employee Relations, Insurance, Organizational..., Team Building, Life Insurance, Sales, Employee Benefits, Performance Management, Health Insurance
Education
UCI
Marc Hannah's New York Life Insurance Company Experience November 2004 - March 2006
Job Inside Sales Representative at Dell
Industry Computer Hardware
Experience
Dell July 2014 - Present
Hoovers Inc. 2008 - 2013
Livermore Valley Insurance Services April 2006 - June 2008
New York Life Insurance Company November 2004 - March 2006
Control Point Solutions February 2004 - October 2004
Skills
Salesforce.com, Lead Generation, Sales Process, Account Management, Direct Sales, B2B, Solution Selling, Cold Calling, Sales, Selling, CRM, New Business Development, Sales Management, Sales Presentations, Business Development
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Dell July 2014 - Present
Hoovers Inc. 2008 - 2013
Livermore Valley Insurance Services April 2006 - June 2008
New York Life Insurance Company November 2004 - March 2006
Control Point Solutions February 2004 - October 2004
Skills
Salesforce.com, Lead Generation, Sales Process, Account Management, Direct Sales, B2B, Solution Selling, Cold Calling, Sales, Selling, CRM, New Business Development, Sales Management, Sales Presentations, Business Development
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts (BA), English Language and Literature, General
Charles Tran Charles Tran's New York Life Insurance Company Experience November 2010 - Present
Job Hiring and Developing Entrepreneurial individuals for a career in financial services.
Industry Financial Services
Experience
New York Life Insurance Company November 2010 - Present
Asian Professional Exchange (APEX) January 2012 - January 2013
New York Life Insurance Company June 2007 - November 2010
Education
University of California, Los Angeles 2003 — 2006
B.A., Political Science
Alhambra 1997 — 2001
New York Life Insurance Company November 2010 - Present
Asian Professional Exchange (APEX) January 2012 - January 2013
New York Life Insurance Company June 2007 - November 2010
Education
University of California, Los Angeles 2003 — 2006
B.A., Political Science
Alhambra 1997 — 2001
Geoffrey Ahn Geoffrey Ahn's New York Life Insurance Company Experience March 2012 - Present
Job New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
24 Hour Fitness February 2007 - November 2011
Skills
Investments, Sales, Marketing, Insurance, Customer Service, Microsoft Excel, Small Business, Finance, Strategic Planning, Training, Management, Budgets, New Business Development, Public Speaking, Social Media, Leadership, Microsoft Office, Financial Analysis, Financial Services, Social Networking, Marketing Strategy, Retirement, Project Management, Research
Education
University of California, Irvine 1997 — 2002
Bachelor of Arts (B.A.), Social Ecology
Richard Gahr High School 1994 — 1997
New York Life Insurance Company March 2012 - Present
24 Hour Fitness February 2007 - November 2011
Skills
Investments, Sales, Marketing, Insurance, Customer Service, Microsoft Excel, Small Business, Finance, Strategic Planning, Training, Management, Budgets, New Business Development, Public Speaking, Social Media, Leadership, Microsoft Office, Financial Analysis, Financial Services, Social Networking, Marketing Strategy, Retirement, Project Management, Research
Education
University of California, Irvine 1997 — 2002
Bachelor of Arts (B.A.), Social Ecology
Richard Gahr High School 1994 — 1997
Yoshiko Hayakawa CFP®, PH.D, MBA Yoshiko Hayakawa CFP®, PH.D, MBA's New York Life Insurance Company Experience May 2011 - Present
Job Financial Planner at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC June 2011 - Present
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
First Financial Group July 2006 - May 2011
DMS International September 2002 - December 2006
Ohashiatsu June 2000 - August 2001
Neuristics February 1998 - April 1999
KPMG US January 1997 - February 1998
The University of Texas at Arlington July 1995 - June 1996
Oklahoma State University August 1994 - May 1995
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Securities, Mutual Funds, Small Business, Long Term Care, Long Term Care Insurance, Disability Insurance, Annuities, Employee Benefits, Succession Planning, Term Life Insurance, Fixed Annuities
Education
University of Maryland College Park 1989 — 1994
Ph.d, Mathematics
University of Baltimore 2001 — 2003
MBA, Business Administration
Eagle Strategies LLC June 2011 - Present
New York Life Insurance Company May 2011 - Present
New York Life Insurance Company May 2011 - Present
First Financial Group July 2006 - May 2011
DMS International September 2002 - December 2006
Ohashiatsu June 2000 - August 2001
Neuristics February 1998 - April 1999
KPMG US January 1997 - February 1998
The University of Texas at Arlington July 1995 - June 1996
Oklahoma State University August 1994 - May 1995
Skills
Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Securities, Mutual Funds, Small Business, Long Term Care, Long Term Care Insurance, Disability Insurance, Annuities, Employee Benefits, Succession Planning, Term Life Insurance, Fixed Annuities
Education
University of Maryland College Park 1989 — 1994
Ph.d, Mathematics
University of Baltimore 2001 — 2003
MBA, Business Administration
David Ragus David Ragus's New York Life Insurance Company Experience June 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
Education
UCLA 2003 — 2006
BA, History, Political Science
Loyola High School of Los Angeles 1997 — 2001
New York Life Insurance Company June 2009 - Present
Education
UCLA 2003 — 2006
BA, History, Political Science
Loyola High School of Los Angeles 1997 — 2001
Gregg Swierczek Gregg Swierczek's New York Life Insurance Company Experience March 2008 - July 2011
Job Centurion Insurance Serices
Industry Insurance
Experience
Centurion Insurance Services August 2013 - Present
New York Life Insurance Company March 2008 - July 2011
Nevada School of Insurance June 2009 - June 2011
University of Phoenix May 2005 - June 2011
COUNTRY ® Financial June 2009 - March 2011
Centurion Insurance Group March 2008 - June 2009
American National Insurance August 2003 - March 2008
R.J.Reynolds Tobacco March 1982 - July 2003
Skills
Fixed Annuities, Life Insurance, Long-term Care, Property & Casualty..., IRAs, Securities, Whole Life, Insurance, Disability Insurance, Retirement, Retirement Planning, 401k, Employee Benefits, Term Life Insurance, Health Insurance, Finance, Commercial Insurance, Underwriting, Strategic Financial..., Sales, Financial Services, Mutual Funds, Investments, Wealth Management, Estate Planning, Series 6, Variable Annuities, Small Business, Series 63, Selling, Series 7, Workers Compensation, Universal Life, Financial Advisory, General Insurance, Long Term Care Insurance, Financial Planning
Education
University of Phoenix 1993 — 1995
M.B.A., Business
University of California, Berkeley 1977 — 1980
B.A., Psychology
Centurion Insurance Services August 2013 - Present
New York Life Insurance Company March 2008 - July 2011
Nevada School of Insurance June 2009 - June 2011
University of Phoenix May 2005 - June 2011
COUNTRY ® Financial June 2009 - March 2011
Centurion Insurance Group March 2008 - June 2009
American National Insurance August 2003 - March 2008
R.J.Reynolds Tobacco March 1982 - July 2003
Skills
Fixed Annuities, Life Insurance, Long-term Care, Property & Casualty..., IRAs, Securities, Whole Life, Insurance, Disability Insurance, Retirement, Retirement Planning, 401k, Employee Benefits, Term Life Insurance, Health Insurance, Finance, Commercial Insurance, Underwriting, Strategic Financial..., Sales, Financial Services, Mutual Funds, Investments, Wealth Management, Estate Planning, Series 6, Variable Annuities, Small Business, Series 63, Selling, Series 7, Workers Compensation, Universal Life, Financial Advisory, General Insurance, Long Term Care Insurance, Financial Planning
Education
University of Phoenix 1993 — 1995
M.B.A., Business
University of California, Berkeley 1977 — 1980
B.A., Psychology
Andrew Y. Lee's New York Life Insurance Company Experience June 2011 - August 2011
Job Korean American Finance Master's Graduate + 5 Languages
Industry Financial Services
Experience
GSI Global Logistics LLC July 2013 - January 2015
CNN March 2013 - June 2013
Time Warner Inc. January 2013 - June 2013
AIG July 2012 - September 2012
New York Life Insurance Company June 2011 - August 2011
UC Irvine Campus Recreation Services April 2009 - July 2011
Skills
English, Korean, Logistics, Freight Forwarding, Translation, French, Microsoft Excel, PowerPoint, Finance, Databases, Invoicing, Spanish, Microsoft Office, Mandarin
Education
Yonsei University 2011 — 2013
Master's, International Finance, Trade and Management
University of California, Irvine 2008 — 2011
Bachelor's, International Relations, Ethnomusicology
GSI Global Logistics LLC July 2013 - January 2015
CNN March 2013 - June 2013
Time Warner Inc. January 2013 - June 2013
AIG July 2012 - September 2012
New York Life Insurance Company June 2011 - August 2011
UC Irvine Campus Recreation Services April 2009 - July 2011
Skills
English, Korean, Logistics, Freight Forwarding, Translation, French, Microsoft Excel, PowerPoint, Finance, Databases, Invoicing, Spanish, Microsoft Office, Mandarin
Education
Yonsei University 2011 — 2013
Master's, International Finance, Trade and Management
University of California, Irvine 2008 — 2011
Bachelor's, International Relations, Ethnomusicology
Jongsik Kim Jongsik Kim's New York Life Insurance Company Experience 1991 - 1999
Job Investment Advisor Representative at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2005 - Present
New York Life Insurance Company 1991 - 1999
Skills
Retirement, Disability Insurance, Investments, Long Term Care Insurance, Securities, Insurance, Finance, Marketing, Sales, Financial Goals, Access, Estate Law, Life Insurance
Education
University of California, Los Angeles 1976 — 1981
MassMutual Financial Group March 2005 - Present
New York Life Insurance Company 1991 - 1999
Skills
Retirement, Disability Insurance, Investments, Long Term Care Insurance, Securities, Insurance, Finance, Marketing, Sales, Financial Goals, Access, Estate Law, Life Insurance
Education
University of California, Los Angeles 1976 — 1981
Curtis Coles, Acquiring Companies & Talent Curtis Coles, Acquiring Companies & Talent's New York Life Insurance Company Experience 2002 - 2004
Job VP, Mergers & Acquisitions at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank 2013 - Present
People Capital, Inc. 2007 - 2013
Financial Designs Ltd. 2004 - 2006
New York Life Insurance Company 2002 - 2004
KANA Software 1998 - 2001
Skills
Sourcing, Interviewing, Talent Acquisition, Hiring, Wealth Management, Insurance, Direct Sales, New Business Development, Recruitment/Retention, Sales Recruitment, Partner Recruitment, Diversity Recruitment, Headhunting, Head Hunter, Recruiting, Mergers & Acquisitions, Business Development, Talent Management, Management, Strategic Partnerships, Financial Services, Employee Benefits, Executive Management, Executive Search, Start-ups, Investments, Consulting, Finance, Succession Planning, Management Consulting
Education
University of California, Davis
B.S., Managerial Economics
University of California, Santa Barbara
Intercampus Visitors Program
Carlsbad High School
AMG National Trust Bank 2013 - Present
People Capital, Inc. 2007 - 2013
Financial Designs Ltd. 2004 - 2006
New York Life Insurance Company 2002 - 2004
KANA Software 1998 - 2001
Skills
Sourcing, Interviewing, Talent Acquisition, Hiring, Wealth Management, Insurance, Direct Sales, New Business Development, Recruitment/Retention, Sales Recruitment, Partner Recruitment, Diversity Recruitment, Headhunting, Head Hunter, Recruiting, Mergers & Acquisitions, Business Development, Talent Management, Management, Strategic Partnerships, Financial Services, Employee Benefits, Executive Management, Executive Search, Start-ups, Investments, Consulting, Finance, Succession Planning, Management Consulting
Education
University of California, Davis
B.S., Managerial Economics
University of California, Santa Barbara
Intercampus Visitors Program
Carlsbad High School
Eric A. Lee Eric A. Lee's New York Life Insurance Company Experience 2011 - 2013
Job South Pacific Region Compliance Manager at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz 2014 - Present
Franco Signor June 2013 - 2014
New York Life Insurance Company 2011 - 2013
Gould & Lamb, LLC July 2010 - June 2011
ACCESS ON TIME 2006 - 2010
Louie, Stettler & Liebherr 2005 - 2005
Mitsubishi Electric 2003 - 2004
Skills
Workers Compensation, Insurance, Executive Management, Health Insurance, Account Management, Marketing Strategy, Direct Marketing, International Business, Conversational Japanese, Staff Training, Social Networking, Production Planning, Sales Management, Sales Support, Business Relationship..., Training, International Relations, International Project..., Internet Design, Screenwriting, Language Teaching, Corporate Sales..., Leadership, Sales Operations, Claims Management, Liability, Sales, Analysis, Management, Customer Retention, B2B, New Business Development, Coaching, Medicare, Financial Services, Employee Benefits, Claim
Education
University of California, Berkeley
BA, International Relations
University of Southern California
N/A, International Relations Masters Program
Hertz 2014 - Present
Franco Signor June 2013 - 2014
New York Life Insurance Company 2011 - 2013
Gould & Lamb, LLC July 2010 - June 2011
ACCESS ON TIME 2006 - 2010
Louie, Stettler & Liebherr 2005 - 2005
Mitsubishi Electric 2003 - 2004
Skills
Workers Compensation, Insurance, Executive Management, Health Insurance, Account Management, Marketing Strategy, Direct Marketing, International Business, Conversational Japanese, Staff Training, Social Networking, Production Planning, Sales Management, Sales Support, Business Relationship..., Training, International Relations, International Project..., Internet Design, Screenwriting, Language Teaching, Corporate Sales..., Leadership, Sales Operations, Claims Management, Liability, Sales, Analysis, Management, Customer Retention, B2B, New Business Development, Coaching, Medicare, Financial Services, Employee Benefits, Claim
Education
University of California, Berkeley
BA, International Relations
University of Southern California
N/A, International Relations Masters Program
Cathy Tiet's New York Life Insurance Company Experience November 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2011 - Present
Altria Sales & Distribution March 2005 - September 2011
Wells Fargo Bank January 2001 - January 2004
Skills
Financial Analysis, Leadership, Sales, Retail, Training, CRM, Direct Sales, Portfolio Management, Sales Operations, Accounting, Customer Service, Cross-functional Team..., Forecasting, Sales Management, Life Insurance, Competitive Analysis, Pricing
Education
University of California, Davis
Bachelor of Science, Managerial Economics
New York Life Insurance Company November 2011 - Present
Altria Sales & Distribution March 2005 - September 2011
Wells Fargo Bank January 2001 - January 2004
Skills
Financial Analysis, Leadership, Sales, Retail, Training, CRM, Direct Sales, Portfolio Management, Sales Operations, Accounting, Customer Service, Cross-functional Team..., Forecasting, Sales Management, Life Insurance, Competitive Analysis, Pricing
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Elliot Hyungmin Ha Elliot Hyungmin Ha's New York Life Insurance Company Experience September 2010 - March 2013
Job Buyer at Samsung Electronics
Industry Electrical/Electronic Manufacturing
Experience
Samsung Electronics America March 2013 - Present
New York Life Insurance Company September 2010 - March 2013
Skills
Insurance, Sales, Leadership, Customer Service, Microsoft Office, Analysis, Fixed Annuities, Marketing, Accounting, Social Media, Tax, Strategic Financial..., Microsoft Excel, SAP ERP, Supply Chain Management, SAP Procurement, Procurement, Forecasting
Education
University of California, Irvine 2008 — 2010
B.A., History
Samsung Electronics America March 2013 - Present
New York Life Insurance Company September 2010 - March 2013
Skills
Insurance, Sales, Leadership, Customer Service, Microsoft Office, Analysis, Fixed Annuities, Marketing, Accounting, Social Media, Tax, Strategic Financial..., Microsoft Excel, SAP ERP, Supply Chain Management, SAP Procurement, Procurement, Forecasting
Education
University of California, Irvine 2008 — 2010
B.A., History
Meredith Galentine Meredith Galentine's New York Life Insurance Company Experience April 2011 - Present
Job Executive Benefits at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2011 - Present
Walker Reibold October 2010 - December 2010
Colonial Life April 2004 - December 2010
Unum August 2001 - March 2004
Associated Students - UCLA June 1999 - August 2001
Education
University of California, Los Angeles 1995 — 1999
BA, History
University of South Carolina-Columbia
Certificate, Paralegal
New York Life Insurance Company April 2011 - Present
Walker Reibold October 2010 - December 2010
Colonial Life April 2004 - December 2010
Unum August 2001 - March 2004
Associated Students - UCLA June 1999 - August 2001
Education
University of California, Los Angeles 1995 — 1999
BA, History
University of South Carolina-Columbia
Certificate, Paralegal
Beth Sarnoff Beth Sarnoff's New York Life Insurance Company Experience October 2009 - November 2011
Job Account Executive at Modern Luxury
Industry Marketing and Advertising
Experience
Modern Luxury May 2014 - 2014
Tribe Media Corp. November 2011 - August 2012
New York Life Insurance Company October 2009 - November 2011
Hispanic Business Magazine September 2008 - 2009
Los Angeles Business Journal August 2006 - November 2008
Los Angeles Business Journal August 2006 - November 2007
Conde Nast Children's Fashion Business May 2006 - September 2006
Televison Week 1998 - 2001
Los Angles Business Journal 1991 - December 1997
BowTie Inc. 1994 - 1996
Skills
New Business Development, Sales, Advertising, Strategy, Advertising Sales, Budgets, Sales Management, Online Advertising, Sales Process, New Media, Strategic Partnerships, Trade Shows, Sales Operations, Strategic Planning, Social Media Marketing, Selling, Direct Marketing, Life/Health Insurance..., advertising sales, New...
Education
UCLA
BA, English Literature
University of California, Los Angeles
BA, English Literature
Modern Luxury May 2014 - 2014
Tribe Media Corp. November 2011 - August 2012
New York Life Insurance Company October 2009 - November 2011
Hispanic Business Magazine September 2008 - 2009
Los Angeles Business Journal August 2006 - November 2008
Los Angeles Business Journal August 2006 - November 2007
Conde Nast Children's Fashion Business May 2006 - September 2006
Televison Week 1998 - 2001
Los Angles Business Journal 1991 - December 1997
BowTie Inc. 1994 - 1996
Skills
New Business Development, Sales, Advertising, Strategy, Advertising Sales, Budgets, Sales Management, Online Advertising, Sales Process, New Media, Strategic Partnerships, Trade Shows, Sales Operations, Strategic Planning, Social Media Marketing, Selling, Direct Marketing, Life/Health Insurance..., advertising sales, New...
Education
UCLA
BA, English Literature
University of California, Los Angeles
BA, English Literature
Jorge L. Burgoa's New York Life Insurance Company Experience April 1998 - Present
Job Financial Services Professional with New York Life President of Expriva.com, Health Insurance Exchange
Industry Financial Services
Experience
New York Life Insurance Company April 1998 - Present
Expriva.com March 1995 - Present
Skills
IRAs, Long Term Care Insurance, SHOP exchange, Retirement Planning, Annuities, Life Insurance, Mutual Funds, Afordable Care Act- ACA, SHOP Exchanges, Long Term Care, Variable Life..., Health Insurance..., Roth IRA, Private Health..., Individual Marketplace, Group and Individual..., Disability Insurance, College Savings Plans, Wealth Accumulation, Variable Annuities, 401k Rollovers, Whole Life, Term Life Insurance, Series 6, Key Person Insurance, Guaranteed Lifetime..., Fixed Annuities, Long-term Care, Insurance, Customer Service, Financial Planners, Health Insurance
Education
University of California, Berkeley
Bachelor of Science in Engineering
New York Life Insurance Company April 1998 - Present
Expriva.com March 1995 - Present
Skills
IRAs, Long Term Care Insurance, SHOP exchange, Retirement Planning, Annuities, Life Insurance, Mutual Funds, Afordable Care Act- ACA, SHOP Exchanges, Long Term Care, Variable Life..., Health Insurance..., Roth IRA, Private Health..., Individual Marketplace, Group and Individual..., Disability Insurance, College Savings Plans, Wealth Accumulation, Variable Annuities, 401k Rollovers, Whole Life, Term Life Insurance, Series 6, Key Person Insurance, Guaranteed Lifetime..., Fixed Annuities, Long-term Care, Insurance, Customer Service, Financial Planners, Health Insurance
Education
University of California, Berkeley
Bachelor of Science in Engineering
Thea French Thea French's New York Life Insurance Company Experience May 2013 - August 2013
Job
Industry Environmental Services
Experience
PW Stephens Environmental, Inc. October 2013 - January 2014
New York Life Insurance Company May 2013 - August 2013
Terminix July 2012 - May 2013
Golfsmith International March 2007 - February 2012
Blackford Neighborhood Action Coalition (NAC) San Jose February 2004 - May 2007
Skills
English, Microsoft Office, PowerPoint, Microsoft Word, Windows, Microsoft Excel, Outlook, Research, Customer Service, Teaching, Photoshop, Public Speaking, Budgets, Editing, Project Management, Apparel, Landscape Design, Organizational Design, Sustainability, Business Development
Education
University of California, Davis 2015 — 2017
Sustainable Environmental Design, Sustainable Urban Planning and Development
West Valley College 2014 — 2015
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
West Valley College 2006 — 2012
Associate of Arts (AA), General Studies
PW Stephens Environmental, Inc. October 2013 - January 2014
New York Life Insurance Company May 2013 - August 2013
Terminix July 2012 - May 2013
Golfsmith International March 2007 - February 2012
Blackford Neighborhood Action Coalition (NAC) San Jose February 2004 - May 2007
Skills
English, Microsoft Office, PowerPoint, Microsoft Word, Windows, Microsoft Excel, Outlook, Research, Customer Service, Teaching, Photoshop, Public Speaking, Budgets, Editing, Project Management, Apparel, Landscape Design, Organizational Design, Sustainability, Business Development
Education
University of California, Davis 2015 — 2017
Sustainable Environmental Design, Sustainable Urban Planning and Development
West Valley College 2014 — 2015
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
West Valley College 2006 — 2012
Associate of Arts (AA), General Studies
Lisa Asuncion's New York Life Insurance Company Experience November 2008 - April 2010
Job Regional Manager at Laser Away
Industry Medical Practice
Experience
LaserAway April 2014 - Present
LaserAway October 2010 - Present
New York Life Insurance Company November 2008 - April 2010
Vector Marketing June 2002 - December 2009
Skills
Social Networking, Sales, Office Management, Sales Rep Training, Management, Client Rapport, Data Entry, Customer Service, Advertising, Social Media Marketing, Appointment Scheduling, Detailed Organization, Salesforce.com, Leadership, Deal Closure, Marketing, Marketing Strategy, Sales Leadership..., Coordinating Events, Lead Generation, Event Planning, Team Building, Lead Qualification, Telephone Skills, Sales Management, Building High..., Social Promotion, Social Media, Online Marketing, Microsoft Office, Closing Deals, Public Speaking, Sales Management...
Education
UCLA 2001 — 2006
Bachelor of Science (B.S.), Neuroscience
LaserAway April 2014 - Present
LaserAway October 2010 - Present
New York Life Insurance Company November 2008 - April 2010
Vector Marketing June 2002 - December 2009
Skills
Social Networking, Sales, Office Management, Sales Rep Training, Management, Client Rapport, Data Entry, Customer Service, Advertising, Social Media Marketing, Appointment Scheduling, Detailed Organization, Salesforce.com, Leadership, Deal Closure, Marketing, Marketing Strategy, Sales Leadership..., Coordinating Events, Lead Generation, Event Planning, Team Building, Lead Qualification, Telephone Skills, Sales Management, Building High..., Social Promotion, Social Media, Online Marketing, Microsoft Office, Closing Deals, Public Speaking, Sales Management...
Education
UCLA 2001 — 2006
Bachelor of Science (B.S.), Neuroscience
Magie Nguyen Magie Nguyen's New York Life Insurance Company Experience 2013 - Present
Job Student at University of California, Irvine
Industry
Experience
New York Life Insurance Company 2013 - Present
Education
UCI 2011 — 2014
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company 2013 - Present
Education
UCI 2011 — 2014
Bachelor of Arts (B.A.), Economics
Alberto Jorge Castillon Alberto Jorge Castillon's New York Life Insurance Company Experience September 2011 - January 2013
Job GIA
Industry Construction
Experience
JT Services June 2014 - September 2014
Tesla Motors March 2014 - June 2014
Lowe's Home Improvement March 2013 - March 2014
Corovan April 2013 - October 2013
New York Life Insurance Company September 2011 - January 2013
A1 Roof Management April 2011 - August 2011
Wells Fargo Bank August 2009 - April 2011
Skills
Customer Service, Human Resources, Management, Microsoft Excel, Microsoft Office, Outlook, Project Management, Recruiting, Sales, Social Media, Team Building
Education
Castlemont High School 1993 — 1997
UC Berkeley
Chicano Studies
JT Services June 2014 - September 2014
Tesla Motors March 2014 - June 2014
Lowe's Home Improvement March 2013 - March 2014
Corovan April 2013 - October 2013
New York Life Insurance Company September 2011 - January 2013
A1 Roof Management April 2011 - August 2011
Wells Fargo Bank August 2009 - April 2011
Skills
Customer Service, Human Resources, Management, Microsoft Excel, Microsoft Office, Outlook, Project Management, Recruiting, Sales, Social Media, Team Building
Education
Castlemont High School 1993 — 1997
UC Berkeley
Chicano Studies
Jonathan Sun Jonathan Sun's New York Life Insurance Company Experience 2009 - 2010
Job
Industry
Experience
JPMorgan Chase 2011 - 2012
24 Hour Fitness 2009 - 2010
New York Life Insurance Company 2009 - 2010
North China Restaurant 2007 - 2008
USANA Health Sciences 2006 - 2007
Skills
Customer Service, Microsoft Excel, Sales, Marketing, Mandarin, PowerPoint, Public Speaking, Leadership, Microsoft Office
Education
University of California, Riverside 2007 — 2011
Bachelors, Finance
University of California, Riverside 2007 — 2011
JPMorgan Chase 2011 - 2012
24 Hour Fitness 2009 - 2010
New York Life Insurance Company 2009 - 2010
North China Restaurant 2007 - 2008
USANA Health Sciences 2006 - 2007
Skills
Customer Service, Microsoft Excel, Sales, Marketing, Mandarin, PowerPoint, Public Speaking, Leadership, Microsoft Office
Education
University of California, Riverside 2007 — 2011
Bachelors, Finance
University of California, Riverside 2007 — 2011
Esther Aw Esther Aw's New York Life Insurance Company Experience December 1997 - Present
Job Financial Adviser and Owner of EMA Financial and Insurance Services
Industry Financial Services
Experience
New York Life Insurance Company December 1997 - Present
Eagle Strategies, LLC December 1997 - Present
EMA Financial and Insurance Services December 1997 - Present
Singapore International Monetary Exchange September 1995 - April 1997
Skills
Retirement Planning, Wealth, Finance, Estate Planning, IRAs, Retirement, Fixed Annuities, 401k, Mutual Funds, Wealth Accumulation, Life Insurance, Risk Management, Whole Life, Long Term Care Insurance, Securities, Universal Life, Insurance, Pensions, Asset Protection, Personal Finance
Education
University of California, Davis 1984 — 1988
Bachelor of Art, Rhetoric / Communications, International Relations
New York Life Insurance Company December 1997 - Present
Eagle Strategies, LLC December 1997 - Present
EMA Financial and Insurance Services December 1997 - Present
Singapore International Monetary Exchange September 1995 - April 1997
Skills
Retirement Planning, Wealth, Finance, Estate Planning, IRAs, Retirement, Fixed Annuities, 401k, Mutual Funds, Wealth Accumulation, Life Insurance, Risk Management, Whole Life, Long Term Care Insurance, Securities, Universal Life, Insurance, Pensions, Asset Protection, Personal Finance
Education
University of California, Davis 1984 — 1988
Bachelor of Art, Rhetoric / Communications, International Relations
Jonathan Diamond's New York Life Insurance Company Experience July 2011 - May 2012
Job CFA Level II Candidate
Industry Capital Markets
Experience
New York Life Insurance Company July 2011 - May 2012
Monster Energy September 2009 - August 2011
California Solar Innovations June 2010 - January 2011
Bank of America Merrill Lynch March 2010 - June 2010
Spectrum Athletics Health Club June 2007 - December 2009
Skills
Microsoft Excel, Economics, Corporate Finance, Portfolio Management, Quantitative Analytics, Microsoft Office, Microsoft Word, PowerPoint, Series 63, Series 7, Finance, Strategic Planning, Entrepreneurship, Leadership, Public Speaking
Education
University of California, Los Angeles 2007 — 2010
BS, Economics
New York Life Insurance Company July 2011 - May 2012
Monster Energy September 2009 - August 2011
California Solar Innovations June 2010 - January 2011
Bank of America Merrill Lynch March 2010 - June 2010
Spectrum Athletics Health Club June 2007 - December 2009
Skills
Microsoft Excel, Economics, Corporate Finance, Portfolio Management, Quantitative Analytics, Microsoft Office, Microsoft Word, PowerPoint, Series 63, Series 7, Finance, Strategic Planning, Entrepreneurship, Leadership, Public Speaking
Education
University of California, Los Angeles 2007 — 2010
BS, Economics
Matt Healy's New York Life Insurance Company Experience April 1996 - February 2001
Job Managing Director, Client Risk Management at Ascent Private Capital Management of U.S. Bank
Industry Insurance
Experience
U.S. Bank June 2012 - Present
Woodruff Sawyer April 2010 - June 2012
TIME Financial Services, a CRUMP Company April 2007 - April 2010
Highland Capital Brokerage February 2001 - April 2007
New York Life Insurance Company April 1996 - February 2001
Ropers, Majeski, Kohn & Bentley August 1988 - October 1990
Skills
Insurance, Estate Planning, Wealth Management, Life Insurance, Underwriting, Long-term Care, Strategic Planning, Strategic Financial..., Property & Casualty..., Sales, Risk Management, Disability Insurance, Succession Planning
Education
University of San Francisco School of Law 1985 — 1988
JD, Law
University of California, Davis 1980 — 1984
BA, English
St. Ignatius College Prep 1976 — 1980
U.S. Bank June 2012 - Present
Woodruff Sawyer April 2010 - June 2012
TIME Financial Services, a CRUMP Company April 2007 - April 2010
Highland Capital Brokerage February 2001 - April 2007
New York Life Insurance Company April 1996 - February 2001
Ropers, Majeski, Kohn & Bentley August 1988 - October 1990
Skills
Insurance, Estate Planning, Wealth Management, Life Insurance, Underwriting, Long-term Care, Strategic Planning, Strategic Financial..., Property & Casualty..., Sales, Risk Management, Disability Insurance, Succession Planning
Education
University of San Francisco School of Law 1985 — 1988
JD, Law
University of California, Davis 1980 — 1984
BA, English
St. Ignatius College Prep 1976 — 1980
Hiroshi Takarada Hiroshi Takarada's New York Life Insurance Company Experience 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Skills
Leadership, Marketing, Financial Analysis, Retirement, Fixed Annuities, Public Speaking, Small Business, Project Management, Business Development, Program Management, Social Networking
Education
Sacred Heart University
Special Education
University of Bridgeport
Bachelor of Science (B.S.), Human Services
New York Life Insurance Company 2014 - Present
Skills
Leadership, Marketing, Financial Analysis, Retirement, Fixed Annuities, Public Speaking, Small Business, Project Management, Business Development, Program Management, Social Networking
Education
Sacred Heart University
Special Education
University of Bridgeport
Bachelor of Science (B.S.), Human Services
Todd Bridges Todd Bridges's New York Life Insurance Company Experience January 2014 - Present
Job Agent at New York Life Insurance Company and Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Find My Animal.com June 2010 - December 2013
Find My Animal.com May 2010 - December 2013
Holcombe Heights Apartments May 2007 - December 2013
Morgan Keegan & Co. May 1999 - July 2001
Stephens Inc. May 1988 - May 1999
Skills
Small Business, Sales, Selling, 401k Rollovers, Annuity Sales, Fixed Annuities, Business Insurance..., Buy-sell Agreements, Estate Planning, Life Insurance, Term Life Insurance, Whole Life, Investments, Guaranteed Lifetime..., Personal Finance, Risk Management, Retirement Planning, Wealth Preservation..., Financial Services, Whole Life Insurance, Life Insurance..., Asset Protection, Licensed Life Insurance..., Finance
Education
University of Arkansas at Little Rock 1986 — 1990
Bachelor of Business Administration (BBA), Business
New York Life Insurance Company January 2014 - Present
Find My Animal.com June 2010 - December 2013
Find My Animal.com May 2010 - December 2013
Holcombe Heights Apartments May 2007 - December 2013
Morgan Keegan & Co. May 1999 - July 2001
Stephens Inc. May 1988 - May 1999
Skills
Small Business, Sales, Selling, 401k Rollovers, Annuity Sales, Fixed Annuities, Business Insurance..., Buy-sell Agreements, Estate Planning, Life Insurance, Term Life Insurance, Whole Life, Investments, Guaranteed Lifetime..., Personal Finance, Risk Management, Retirement Planning, Wealth Preservation..., Financial Services, Whole Life Insurance, Life Insurance..., Asset Protection, Licensed Life Insurance..., Finance
Education
University of Arkansas at Little Rock 1986 — 1990
Bachelor of Business Administration (BBA), Business
James Marbury's New York Life Insurance Company Experience
Job
Industry
Experience
New York Life Insurance Company
Skills
Life Insurance, Retirement, Retirement Planning, Fixed Annuities, 401k, Estate Planning, Series 6, Term Life Insurance, Team Building, Wealth, Public Speaking, Program Management, Organizational..., Nonprofits, Microsoft Office, Management, Long-term Care, Financial Planners, Entrepreneurship, Disability Insurance, Asset Allocation
Education
University of Arkansas at Pine Bluff
University of Arkansas at Pine Bluff
University of Arkansas at Pine Bluff
New York Life Insurance Company
Skills
Life Insurance, Retirement, Retirement Planning, Fixed Annuities, 401k, Estate Planning, Series 6, Term Life Insurance, Team Building, Wealth, Public Speaking, Program Management, Organizational..., Nonprofits, Microsoft Office, Management, Long-term Care, Financial Planners, Entrepreneurship, Disability Insurance, Asset Allocation
Education
University of Arkansas at Pine Bluff
University of Arkansas at Pine Bluff
University of Arkansas at Pine Bluff
Nick Farinacci Nick Farinacci's New York Life Insurance Company Experience 2012 - 2013
Job Account Manager at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems February 2015 - Present
TEKsystems August 2012 - Present
New York Life Insurance Company 2012 - 2013
Skills
Applicant Tracking..., Internet Recruiting, Staff Augmentation, Staffing Services, Technical Recruiting, Temporary Placement, Contract Recruitment, Screening Resumes, Screening, Permanent Placement, College Recruiting, IT Recruitment, Benefits Negotiation, Temporary Staffing, Talent Acquisition, CRM, Customer Service, Leadership, Management, Microsoft Office
Education
Agoura High School
University of California, Irvine
Bachelor of Science (BS), Sociology
University of California, Irvine
TEKsystems February 2015 - Present
TEKsystems August 2012 - Present
New York Life Insurance Company 2012 - 2013
Skills
Applicant Tracking..., Internet Recruiting, Staff Augmentation, Staffing Services, Technical Recruiting, Temporary Placement, Contract Recruitment, Screening Resumes, Screening, Permanent Placement, College Recruiting, IT Recruitment, Benefits Negotiation, Temporary Staffing, Talent Acquisition, CRM, Customer Service, Leadership, Management, Microsoft Office
Education
Agoura High School
University of California, Irvine
Bachelor of Science (BS), Sociology
University of California, Irvine
Carol Magalhães Carol Magalhães's New York Life Insurance Company Experience December 2014 - July 2015
Job Life Insurance Agent at New York Life Insurance Company
Industry Marketing and Advertising
Experience
Taproot Foundation March 2014 - Present
New York Life Insurance Company December 2014 - July 2015
McCue Marketing Communications, LLC August 2014 - September 2014
BRC Advisors March 2014 - August 2014
Wilson Sons September 2011 - September 2013
Grupo A Tarde January 2010 - August 2011
Ana Import April 2007 - December 2009
PTI Engenharia October 2006 - January 2007
Skills
Marketing Strategy, Marketing Communications, Marketing, Digital Marketing, Ports, Corel Draw, English, PowerPoint, Microsoft Excel, Communication, Portuguese, SAP, Stakeholder Management, Stakeholder Engagement, Sustainability, Social Media Marketing, Social Media Measurement, Social Media Strategist, Google Adwords, Google Analytics, Marketing Intelligence, Integrated Marketing, Market Research, SEM, Project Management, CRM, Market Planning, Corporate Communications, Advertising, Social Media
Education
University of California, Los Angeles 2014 — 2015
Marketing, Marketing
Unifacs 2004 — 2008
Bacharel, Social Communication
Taproot Foundation March 2014 - Present
New York Life Insurance Company December 2014 - July 2015
McCue Marketing Communications, LLC August 2014 - September 2014
BRC Advisors March 2014 - August 2014
Wilson Sons September 2011 - September 2013
Grupo A Tarde January 2010 - August 2011
Ana Import April 2007 - December 2009
PTI Engenharia October 2006 - January 2007
Skills
Marketing Strategy, Marketing Communications, Marketing, Digital Marketing, Ports, Corel Draw, English, PowerPoint, Microsoft Excel, Communication, Portuguese, SAP, Stakeholder Management, Stakeholder Engagement, Sustainability, Social Media Marketing, Social Media Measurement, Social Media Strategist, Google Adwords, Google Analytics, Marketing Intelligence, Integrated Marketing, Market Research, SEM, Project Management, CRM, Market Planning, Corporate Communications, Advertising, Social Media
Education
University of California, Los Angeles 2014 — 2015
Marketing, Marketing
Unifacs 2004 — 2008
Bacharel, Social Communication
Federico Iorgulescu Federico Iorgulescu's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Acura of Glendale August 2013 - January 2014
Bank of America March 2013 - August 2013
Glendale NISSAN May 2012 - December 2012
Park Regency July 2010 - December 2012
South Point Bar & Grill November 2006 - April 2011
Los Angeles Downtown Marriott June 2005 - January 2006
Skills
Investment Properties, REO, Investors, Short Sales, Foreclosures, Sellers, First Time Home Buyers, Real Estate Transactions, Condos, Single Family Homes, Buyer Representation, Relocation, New Home Sales, Life Insurance, Sales, Customer Service
Education
West Valley Occupational Center 2009 — 2010
Real Estate Finance
North Hills Community College 2009 — 2009
Real Esate Principals
Universidad de Buenos Aires 1997 — 2000
Bachelor's degree, Business Administration and Management, General
New York Life Insurance Company December 2013 - Present
Acura of Glendale August 2013 - January 2014
Bank of America March 2013 - August 2013
Glendale NISSAN May 2012 - December 2012
Park Regency July 2010 - December 2012
South Point Bar & Grill November 2006 - April 2011
Los Angeles Downtown Marriott June 2005 - January 2006
Skills
Investment Properties, REO, Investors, Short Sales, Foreclosures, Sellers, First Time Home Buyers, Real Estate Transactions, Condos, Single Family Homes, Buyer Representation, Relocation, New Home Sales, Life Insurance, Sales, Customer Service
Education
West Valley Occupational Center 2009 — 2010
Real Estate Finance
North Hills Community College 2009 — 2009
Real Esate Principals
Universidad de Buenos Aires 1997 — 2000
Bachelor's degree, Business Administration and Management, General
Timothy Choi, CLU, FSCP, LUTCF, CLTC Timothy Choi, CLU, FSCP, LUTCF, CLTC's New York Life Insurance Company Experience 1994 - March 2015
Job at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
New York Life Insurance Company 1994 - March 2015
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Investments, Estate Planning, Securities, IRAs, Life Insurance, Financial Services, Portfolio Management, 401k, Retirement, Fixed Income, Asset Management, Employee Benefits, Mutual Funds, Insurance, Series 6, Wealth Accumulation, Strategic Financial..., Financial Planners, Equities, Asset Allocation, Investment Strategies, Financial Planning, Finance, Leadership
Education
University of California, Los Angeles
BA, Economics
MassMutual Financial Group 2015 - Present
New York Life Insurance Company 1994 - March 2015
Skills
Wealth Management, Retirement Planning, Fixed Annuities, Investments, Estate Planning, Securities, IRAs, Life Insurance, Financial Services, Portfolio Management, 401k, Retirement, Fixed Income, Asset Management, Employee Benefits, Mutual Funds, Insurance, Series 6, Wealth Accumulation, Strategic Financial..., Financial Planners, Equities, Asset Allocation, Investment Strategies, Financial Planning, Finance, Leadership
Education
University of California, Los Angeles
BA, Economics
Daniel Chang, LUTCF, CLTC's New York Life Insurance Company Experience September 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company September 2008 - June 2009
Skills
Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, Life Insurance, Series 7, Mutual Funds, Annuities, 401k, Investments, Health Insurance, Long Term Care, Stocks, IRA's, Mandarin, 529 Plans, Guaranteed Lifetime..., 401k Rollovers, Finance, Financial Services, IRAs, Retirement, Securities, Series 63, Long Term Care Insurance, Roth IRA
Education
University of California, Riverside 2005 — 2009
Business Administration, Business
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2009
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company September 2008 - June 2009
Skills
Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, Life Insurance, Series 7, Mutual Funds, Annuities, 401k, Investments, Health Insurance, Long Term Care, Stocks, IRA's, Mandarin, 529 Plans, Guaranteed Lifetime..., 401k Rollovers, Finance, Financial Services, IRAs, Retirement, Securities, Series 63, Long Term Care Insurance, Roth IRA
Education
University of California, Riverside 2005 — 2009
Business Administration, Business
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2009
Sarah Silva Sarah Silva's New York Life Insurance Company Experience February 2009 - September 2009
Job Account Manager at Lead5 Media
Industry Marketing and Advertising
Experience
Lead5 Media February 2014 - Present
AcademixDirect, Inc. February 2012 - February 2014
Lavante, Inc. October 2011 - February 2012
Lavante, Inc. September 2009 - September 2011
New York Life Insurance Company February 2009 - September 2009
Ameriprise Financial September 2006 - January 2009
Skills
Superior Client Service, Higher Education, Lead Generation, Customer Service, Compliance, Microsoft Excel, Accounts Payable, Salesforce.com, Budgets, Leadership, Training, Strategic Planning, Business Analysis, Account Management, Online Advertising, Analytics, Financial Services, CRM, Auditing, Client Services
Education
University of California, Irvine 2006 — 2008
BA, Economics
Lead5 Media February 2014 - Present
AcademixDirect, Inc. February 2012 - February 2014
Lavante, Inc. October 2011 - February 2012
Lavante, Inc. September 2009 - September 2011
New York Life Insurance Company February 2009 - September 2009
Ameriprise Financial September 2006 - January 2009
Skills
Superior Client Service, Higher Education, Lead Generation, Customer Service, Compliance, Microsoft Excel, Accounts Payable, Salesforce.com, Budgets, Leadership, Training, Strategic Planning, Business Analysis, Account Management, Online Advertising, Analytics, Financial Services, CRM, Auditing, Client Services
Education
University of California, Irvine 2006 — 2008
BA, Economics
Cole Hathcock Cole Hathcock's New York Life Insurance Company Experience January 2011 - January 2013
Job Trucking Company Manager
Industry Transportation/Trucking/Railroad
Experience
VPT Logistics LLC January 2013 - Present
Villa Park Trucking Inc December 2012 - Present
New York Life Insurance Company January 2011 - January 2013
Villa Park Trucking, Inc June 2005 - December 2010
Organic Farm Management June 2008 - June 2009
Skills
Retirement Planning, Freight Brokerage
Education
University of California, Irvine 2005 — 2010
BA, Sociology, Crim Law
El Modena High School 2001 — 2005
H.S.
VPT Logistics LLC January 2013 - Present
Villa Park Trucking Inc December 2012 - Present
New York Life Insurance Company January 2011 - January 2013
Villa Park Trucking, Inc June 2005 - December 2010
Organic Farm Management June 2008 - June 2009
Skills
Retirement Planning, Freight Brokerage
Education
University of California, Irvine 2005 — 2010
BA, Sociology, Crim Law
El Modena High School 2001 — 2005
H.S.
Melisa McCaffrey Melisa McCaffrey's New York Life Insurance Company Experience September 2006 - November 2010
Job Principal Examiner FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority December 2012 - Present
H.D. Vest Financial Services December 2011 - November 2012
New York Life Insurance Company September 2006 - November 2010
Advanced Planning Consultant March 2004 - September 2006
ING North American Life Insurance Corporation November 2000 - March 2004
Katz, Look and Moison July 1998 - October 1999
GOMEL & DAVIS, LLC, Attorneys June 1996 - July 1998
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Insurance, Series 24, Securities, Strategic Financial..., FINRA, Trusts, Financial Advisory, Series 7, Investment Advisory, Corporate Governance, Series 63, Wealth Management, Tax, Contract Negotiation, Management, Investment Advisers Act
Education
University of Denver College of Law 1995 — 1996
Master of Laws, Taxation
University of Arkansas School of Law, Fayetteville 1992 — 1995
JD
Financial Industry Regulatory Authority December 2012 - Present
H.D. Vest Financial Services December 2011 - November 2012
New York Life Insurance Company September 2006 - November 2010
Advanced Planning Consultant March 2004 - September 2006
ING North American Life Insurance Corporation November 2000 - March 2004
Katz, Look and Moison July 1998 - October 1999
GOMEL & DAVIS, LLC, Attorneys June 1996 - July 1998
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Insurance, Series 24, Securities, Strategic Financial..., FINRA, Trusts, Financial Advisory, Series 7, Investment Advisory, Corporate Governance, Series 63, Wealth Management, Tax, Contract Negotiation, Management, Investment Advisers Act
Education
University of Denver College of Law 1995 — 1996
Master of Laws, Taxation
University of Arkansas School of Law, Fayetteville 1992 — 1995
JD
Christopher Marvin Christopher Marvin's New York Life Insurance Company Experience July 2015 - Present
Job Associate General Counsel at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Genworth March 2011 - July 2015
Linklaters LLP February 2006 - March 2011
Cadwalader, Wickersham & Taft September 2004 - January 2006
Skills
Capital Markets, Structured Finance, Securitization, Derivatives, CLO, Loans, Asset Management, Private Placements, International Law, Investment Management, Cross-border..., Finance, Structured Products, Investments, ISDA, Insurance, Securities, Basel II, Investment Banking, Global Asset Management, Hedge Funds, Distressed Debt, Fixed Income, Dodd-Frank, Financial Regulation, Swaps, Interest Rate Swaps, Total Return Swaps, Clearing Houses, Structured Notes, CDO, Covered Bonds, ABCP, Trade Finance, Prime Brokerage, Structured Investments, ABS, Regulatory Capital, Basel I, Financial Services, Credit, Credit Derivatives, MBS, Aviation
Education
University of California, Los Angeles - School of Law 2001 — 2004
J.D.
University of California, Berkeley 1997 — 2001
B.A., Economics
Mt. Carmel High School 1993 — 1997
New York Life Insurance Company July 2015 - Present
Genworth March 2011 - July 2015
Linklaters LLP February 2006 - March 2011
Cadwalader, Wickersham & Taft September 2004 - January 2006
Skills
Capital Markets, Structured Finance, Securitization, Derivatives, CLO, Loans, Asset Management, Private Placements, International Law, Investment Management, Cross-border..., Finance, Structured Products, Investments, ISDA, Insurance, Securities, Basel II, Investment Banking, Global Asset Management, Hedge Funds, Distressed Debt, Fixed Income, Dodd-Frank, Financial Regulation, Swaps, Interest Rate Swaps, Total Return Swaps, Clearing Houses, Structured Notes, CDO, Covered Bonds, ABCP, Trade Finance, Prime Brokerage, Structured Investments, ABS, Regulatory Capital, Basel I, Financial Services, Credit, Credit Derivatives, MBS, Aviation
Education
University of California, Los Angeles - School of Law 2001 — 2004
J.D.
University of California, Berkeley 1997 — 2001
B.A., Economics
Mt. Carmel High School 1993 — 1997
Chris Robinson, MBA's New York Life Insurance Company Experience January 2012 - September 2012
Job Director of Recruitment at University of Arkansas at Pine Bluff
Industry Insurance
Experience
University of Arkansas at Pine Bluff July 2013 - Present
University of Arkansas at Pine Bluff September 2012 - Present
Assurance Medical Billing, LLC January 2010 - Present
New York Life Insurance Company January 2012 - September 2012
Milestone Scientific Inc. September 2010 - December 2011
Oral CDX Laboratories January 2009 - January 2010
Prodentec / Zila Pharmaceuticals August 2003 - January 2009
University of Arkansas Pine Bluff July 1998 - July 2003
Mid-America Nazarene University July 1996 - June 1998
Wal-Mart Distribution Center June 1995 - June 1996
Skills
Strategic Planning, Sales Operations, Team Building, Healthcare, Leadership, Negotiation, Marketing, Sales, Recruiting, Sales Presentations, Start-ups, Management, Training, Sales Force Development, Budgets, Business Planning, Customer Service, Account Management, Selling, Mentoring, Sales Management, New Business Development, Medical Devices, Cold Calling, Coaching, Sales Process, Direct Sales, Leadership Development, Operations Management, Team Leadership
Education
Mid America Nazarene University 1996 — 1998
MBA, Operational Management
University of Arkansas at Pine Bluff 1989 — 1995
Bachelor of Science, Business Management
University of Arkansas at Pine Bluff July 2013 - Present
University of Arkansas at Pine Bluff September 2012 - Present
Assurance Medical Billing, LLC January 2010 - Present
New York Life Insurance Company January 2012 - September 2012
Milestone Scientific Inc. September 2010 - December 2011
Oral CDX Laboratories January 2009 - January 2010
Prodentec / Zila Pharmaceuticals August 2003 - January 2009
University of Arkansas Pine Bluff July 1998 - July 2003
Mid-America Nazarene University July 1996 - June 1998
Wal-Mart Distribution Center June 1995 - June 1996
Skills
Strategic Planning, Sales Operations, Team Building, Healthcare, Leadership, Negotiation, Marketing, Sales, Recruiting, Sales Presentations, Start-ups, Management, Training, Sales Force Development, Budgets, Business Planning, Customer Service, Account Management, Selling, Mentoring, Sales Management, New Business Development, Medical Devices, Cold Calling, Coaching, Sales Process, Direct Sales, Leadership Development, Operations Management, Team Leadership
Education
Mid America Nazarene University 1996 — 1998
MBA, Operational Management
University of Arkansas at Pine Bluff 1989 — 1995
Bachelor of Science, Business Management
Dave M. Miller's New York Life Insurance Company Experience June 2015 - Present
Job Agent with New York Life helping families and business owners with custom tailored financial strategies.
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
HPROF, LLC June 2012 - March 2015
Sky Highways, Inc. August 2011 - May 2012
Oakland View Townhomes, LLC 2004 - October 2011
Continuity Commerce 2003 - 2004
DeltaClick Inc., Firewhite Consulting July 2002 - September 2003
Engage, Inc. 2000 - 2001
Flycast Communications/ MediaNet Division 1999 - 2000
Flycast Communications, Inc 1997 - 1999
Skills
Start-ups, Leadership, Online Advertising, Strategy, Analytics, Management, Business Insurance..., Retirement Income..., Long Term Care Insurance, Life Insurance..., Key Person Protection, Legacy Planning, Supplements to Employee..., Public Speaking, Collaboration Solutions, Collaborative Leadership, Collaborative Problem..., Online Marketing
Education
University of Virginia 1980 — 1984
Bachelor of Arts (B.A.)
University of California, Berkeley
Pursuing certificate for Certified Financial Planner(R)
New York Life Insurance Company June 2015 - Present
HPROF, LLC June 2012 - March 2015
Sky Highways, Inc. August 2011 - May 2012
Oakland View Townhomes, LLC 2004 - October 2011
Continuity Commerce 2003 - 2004
DeltaClick Inc., Firewhite Consulting July 2002 - September 2003
Engage, Inc. 2000 - 2001
Flycast Communications/ MediaNet Division 1999 - 2000
Flycast Communications, Inc 1997 - 1999
Skills
Start-ups, Leadership, Online Advertising, Strategy, Analytics, Management, Business Insurance..., Retirement Income..., Long Term Care Insurance, Life Insurance..., Key Person Protection, Legacy Planning, Supplements to Employee..., Public Speaking, Collaboration Solutions, Collaborative Leadership, Collaborative Problem..., Online Marketing
Education
University of Virginia 1980 — 1984
Bachelor of Arts (B.A.)
University of California, Berkeley
Pursuing certificate for Certified Financial Planner(R)
Rose Melkonyan Rose Melkonyan's New York Life Insurance Company Experience December 2004 - July 2008
Job Financial Services Professional at New York Life Insurance Company/NYLIFE Securities
Industry Financial Services
Experience
New York Life Insurance Company/NYLIFE Securities, LLC. May 2010 - Present
ABC Studios August 2008 - May 2010
New York Life Insurance Company December 2004 - July 2008
Skills
Financial Analysis, Personal, Business &..., Retirement Planning, College Funding..., Long-Term Care Planning, Tax-advantaged..., Estate Planning, Life Insurance, Investments, Mutual Funds, Guaranteed Lifetime..., Tax-Diversification of...
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.)
New York Life Insurance Company/NYLIFE Securities, LLC. May 2010 - Present
ABC Studios August 2008 - May 2010
New York Life Insurance Company December 2004 - July 2008
Skills
Financial Analysis, Personal, Business &..., Retirement Planning, College Funding..., Long-Term Care Planning, Tax-advantaged..., Estate Planning, Life Insurance, Investments, Mutual Funds, Guaranteed Lifetime..., Tax-Diversification of...
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.)
Jun Choi Jun Choi's New York Life Insurance Company Experience June 2004 - October 2006
Job President at Mortgage One Group
Industry Financial Services
Experience
Mortgage One Group June 2011 - Present
Geo-Corp, Inc. June 2012 - May 2015
Hana Financial, Inc. August 2011 - December 2012
MetLife Home Loans January 2011 - August 2011
HSBC November 2009 - January 2011
Wells Fargo October 2006 - November 2009
New York Life Insurance Company June 2004 - October 2006
Skills
Mortgage, Investments, Insurance, Loans, Banking, Mortgage Lending, Financial Planning, Refinance, Loan Origination, Series 7, Mortgage Banking, Conventional, Wealth Management, First Time Home Buyers, Strategic Financial..., Residential Mortgages, Finance, Commercial Lending, Credit, Credit Analysis, FHA, Financial Services, Commercial Mortgages, VA loans, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., USDA, FHA financing, Home Equity Loans, Commercial Real Estate, Construction Loans, Government Loans, VA Loans, FHA Financing
Education
University of California, Los Angeles
BA, Business Economics
University of California, Irvine
PFP Designation, Financial Planning
Mortgage One Group June 2011 - Present
Geo-Corp, Inc. June 2012 - May 2015
Hana Financial, Inc. August 2011 - December 2012
MetLife Home Loans January 2011 - August 2011
HSBC November 2009 - January 2011
Wells Fargo October 2006 - November 2009
New York Life Insurance Company June 2004 - October 2006
Skills
Mortgage, Investments, Insurance, Loans, Banking, Mortgage Lending, Financial Planning, Refinance, Loan Origination, Series 7, Mortgage Banking, Conventional, Wealth Management, First Time Home Buyers, Strategic Financial..., Residential Mortgages, Finance, Commercial Lending, Credit, Credit Analysis, FHA, Financial Services, Commercial Mortgages, VA loans, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., USDA, FHA financing, Home Equity Loans, Commercial Real Estate, Construction Loans, Government Loans, VA Loans, FHA Financing
Education
University of California, Los Angeles
BA, Business Economics
University of California, Irvine
PFP Designation, Financial Planning
William Chung LEED AP William Chung LEED AP's New York Life Insurance Company Experience January 2015 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Design
Experience
New York Life Insurance Company January 2015 - Present
By Green Concepts August 2008 - Present
ASID Los Angeles 2006 - 2009
Meyer Architecture September 2006 - August 2008
UCLA Extension Architecture / Interior Design 2006 - 2007
A.S.I.D. California Los Angeles Chapter March 2005 - September 2006
The Outside Institute 2006 - 2006
David Hertz F.A.I.A. / Syndesis Inc. 2005 - 2006
Skills
Sustainability, Sustainable Design, LEED, Interior Design, Design Research, LEED AP, Architecture, Program Management, Space planning, Project Management, Green Building, Public Speaking, Sketching, Drawing, Rendering, Leadership, SketchUp, Concept Design, Strategic Planning, Furniture, Environmental Awareness, Management, Interior Architecture, Submittals, Space-planning, Marketing Strategy, AutoCAD, Retirement And Estate..., Space Planning
Education
University of California, Los Angeles
Professional Certificate Pending, Architecture Interior Design
University of California, Santa Barbara 1990 — 1994
Bachelor's, Biological Sciences
New York Life Insurance Company January 2015 - Present
By Green Concepts August 2008 - Present
ASID Los Angeles 2006 - 2009
Meyer Architecture September 2006 - August 2008
UCLA Extension Architecture / Interior Design 2006 - 2007
A.S.I.D. California Los Angeles Chapter March 2005 - September 2006
The Outside Institute 2006 - 2006
David Hertz F.A.I.A. / Syndesis Inc. 2005 - 2006
Skills
Sustainability, Sustainable Design, LEED, Interior Design, Design Research, LEED AP, Architecture, Program Management, Space planning, Project Management, Green Building, Public Speaking, Sketching, Drawing, Rendering, Leadership, SketchUp, Concept Design, Strategic Planning, Furniture, Environmental Awareness, Management, Interior Architecture, Submittals, Space-planning, Marketing Strategy, AutoCAD, Retirement And Estate..., Space Planning
Education
University of California, Los Angeles
Professional Certificate Pending, Architecture Interior Design
University of California, Santa Barbara 1990 — 1994
Bachelor's, Biological Sciences
Kaio Sena's New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
UC Davis August 2009 - July 2014
Skills
Education Funding..., Lifetime Income..., Business Planning, 401k Rollovers, Small Business, Team Leadership, Public Speaking, Personal Finance, Life Insurance
Education
University of California, Davis 2009 — 2014
Bachelor's Degree, Communication, General
New York Life Insurance Company February 2015 - Present
UC Davis August 2009 - July 2014
Skills
Education Funding..., Lifetime Income..., Business Planning, 401k Rollovers, Small Business, Team Leadership, Public Speaking, Personal Finance, Life Insurance
Education
University of California, Davis 2009 — 2014
Bachelor's Degree, Communication, General
natalie miramontes's New York Life Insurance Company Experience September 2015 - Present
Job New York Life Insurance
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
County Of San Diego IHSS Public Authority November 2009 - February 2014
Utopia Management January 2008 - March 2009
Partnerships With Industry June 2006 - May 2007
Skills
Customer Service, New Business Development, Marketing, Advertising, Payroll, Time Management, Bi-Lingual (English;..., Sales, Invoice Processing, Accounting, Accounts Payable, Data Entry, Management, Interperter, Team Leadership, Fundraising, Nonprofits, Social Networking, Teamwork, Event Planning, Team Building, Coaching, Strategic Planning, Budgets, Leadership, Microsoft Word, Recruiting, PowerPoint, Event Management
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelor's Degree, Visual and Performing Arts/ International Business
University of San Diego School of Business Administration
Master's Degree, Forensic Psychology
New York Life Insurance Company September 2015 - Present
County Of San Diego IHSS Public Authority November 2009 - February 2014
Utopia Management January 2008 - March 2009
Partnerships With Industry June 2006 - May 2007
Skills
Customer Service, New Business Development, Marketing, Advertising, Payroll, Time Management, Bi-Lingual (English;..., Sales, Invoice Processing, Accounting, Accounts Payable, Data Entry, Management, Interperter, Team Leadership, Fundraising, Nonprofits, Social Networking, Teamwork, Event Planning, Team Building, Coaching, Strategic Planning, Budgets, Leadership, Microsoft Word, Recruiting, PowerPoint, Event Management
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelor's Degree, Visual and Performing Arts/ International Business
University of San Diego School of Business Administration
Master's Degree, Forensic Psychology
Le Tinh Vo Le Tinh Vo's New York Life Insurance Company Experience August 2015 - Present
Job Recruiter at ATR International, Inc.
Industry Staffing and Recruiting
Experience
New York Life Insurance Company August 2015 - Present
ATR International April 2013 - Present
Skills
Recruiting, Contract Recruitment, Talent Acquisition, Applicant Tracking..., Sourcing, VMS, Client System, FileMaker, IQ Navigator, Arco XRM, Mysource Plus, DCR Workforce, Emptoris, ZeroChaos, Fieldglass, DocuSign, Employment Verifications, Criminal Background..., Background Checks, Reference Check, Drug Testing, Interviews, Medical Devices, Screening Resumes, Data Entry, Staffing Services, Internet Recruiting, Human Resources, Employee Relations, Technical Recruiting, College Recruiting, Onboarding
Education
University of California, Davis 2005 — 2010
Bachelor of Arts (BA), Communications and Film
New York Life Insurance Company August 2015 - Present
ATR International April 2013 - Present
Skills
Recruiting, Contract Recruitment, Talent Acquisition, Applicant Tracking..., Sourcing, VMS, Client System, FileMaker, IQ Navigator, Arco XRM, Mysource Plus, DCR Workforce, Emptoris, ZeroChaos, Fieldglass, DocuSign, Employment Verifications, Criminal Background..., Background Checks, Reference Check, Drug Testing, Interviews, Medical Devices, Screening Resumes, Data Entry, Staffing Services, Internet Recruiting, Human Resources, Employee Relations, Technical Recruiting, College Recruiting, Onboarding
Education
University of California, Davis 2005 — 2010
Bachelor of Arts (BA), Communications and Film
Willow Drazen Willow Drazen's New York Life Insurance Company Experience June 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company June 2014 - Present
Hines June 2013 - September 2013
The Help Group July 2010 - August 2011
Barnes & Noble August 2009 - May 2010
Skills
Time Management, Leadership, Social Networking, Education Funding..., Customer Service, Supplements to Employee..., Risk Management, Legacies, Personal Finance, Protection..., Life Insurance..., Lifetime Income..., Asset Protection, Business Development, Succession Planning, Spanish, Teamwork, Customer Satisfaction, Microsoft Excel, Problem Solving, PowerPoint, Customer Relations, Investments, Wealth Preservation..., Employee Benefits
Education
UCLA 2010 — 2014
Bachelor's Degree, Political Science- International Relations, Graduated
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Political Science
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company June 2014 - Present
Hines June 2013 - September 2013
The Help Group July 2010 - August 2011
Barnes & Noble August 2009 - May 2010
Skills
Time Management, Leadership, Social Networking, Education Funding..., Customer Service, Supplements to Employee..., Risk Management, Legacies, Personal Finance, Protection..., Life Insurance..., Lifetime Income..., Asset Protection, Business Development, Succession Planning, Spanish, Teamwork, Customer Satisfaction, Microsoft Excel, Problem Solving, PowerPoint, Customer Relations, Investments, Wealth Preservation..., Employee Benefits
Education
UCLA 2010 — 2014
Bachelor's Degree, Political Science- International Relations, Graduated
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Political Science
Ilya Klets's New York Life Insurance Company Experience February 2013 - June 2015
Job Looking for a New Opportunity!
Industry Investment Management
Experience
New York Life Insurance Company February 2013 - June 2015
eBay June 2010 - January 2013
Standard Pacific Capital September 2007 - June 2010
CIT Group September 2006 - September 2007
Prudential Capital Group January 2003 - March 2006
Skills
Finance, Entrepreneurship, Valuation, Financial Modeling, Investments, Equities, Analysis, Portfolio Management, Private Equity, Leadership, Hedge Funds, Competitive Analysis, Venture Capital, Credit, Fixed Income, Start-ups, Treasury Management, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance & Strategy
University of California, Berkeley, Haas School of Business 1999 — 2002
BS, Business Administration
Hebrew Academy of SF
New York Life Insurance Company February 2013 - June 2015
eBay June 2010 - January 2013
Standard Pacific Capital September 2007 - June 2010
CIT Group September 2006 - September 2007
Prudential Capital Group January 2003 - March 2006
Skills
Finance, Entrepreneurship, Valuation, Financial Modeling, Investments, Equities, Analysis, Portfolio Management, Private Equity, Leadership, Hedge Funds, Competitive Analysis, Venture Capital, Credit, Fixed Income, Start-ups, Treasury Management, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance & Strategy
University of California, Berkeley, Haas School of Business 1999 — 2002
BS, Business Administration
Hebrew Academy of SF
Amy Sigmon Amy Sigmon's New York Life Insurance Company Experience September 2013 - July 2014
Job Account Specialist at The Standard
Industry Financial Services
Experience
The Standard March 2015 - Present
AXA Advisors August 2014 - Present
New York Life Insurance Company September 2013 - July 2014
New York Life Insurance Company January 2010 - September 2013
Skills
Customer Service, Insurance, Human Resources, Management, Life Insurance, Policy Analysis, Recruiting, Marketing, Interviewing Skills, Data Entry, Cold Calling, Fundraising, Sales, Fixed Annuities
Education
University of Baltimore Merrick School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Specialization in Human Resource Management
Parkville High School 2005 — 2009
Magnet Program: Center of Mathmatics, Science, and Computer Science.
2-15 Life, Health, and Variable Annuity License
LOMA 281
The Standard March 2015 - Present
AXA Advisors August 2014 - Present
New York Life Insurance Company September 2013 - July 2014
New York Life Insurance Company January 2010 - September 2013
Skills
Customer Service, Insurance, Human Resources, Management, Life Insurance, Policy Analysis, Recruiting, Marketing, Interviewing Skills, Data Entry, Cold Calling, Fundraising, Sales, Fixed Annuities
Education
University of Baltimore Merrick School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Specialization in Human Resource Management
Parkville High School 2005 — 2009
Magnet Program: Center of Mathmatics, Science, and Computer Science.
2-15 Life, Health, and Variable Annuity License
LOMA 281
Amie Thu Nguyen Amie Thu Nguyen's New York Life Insurance Company Experience April 2014 - Present
Job Dedicated New York Life Agent who helps provide financial security and peace of mind for families in the Bay Area.
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
JVN's Glamour June 2012 - June 2014
New York Life Insurance Company June 2013 - November 2013
Proteus Digital Health, Inc July 2012 - November 2012
Warm Springs Home Health, Inc. March 2012 - July 2012
Boba Cafe 2006 - 2012
Avanza Online September 2011 - December 2011
Silicon Valley Power June 2010 - August 2010
Skills
Insurance, Retirement, Sales, Teamwork, Leadership, Management, Time Management, Customer Service, Life Insurance, Retirement Planning
Education
UC Riverside
Bachelor of Science (BS), Environmental Science
UC Riverside
Bachelor of Applied Science (B.A.Sc.), Environmental Science
New York Life Insurance Company April 2014 - Present
JVN's Glamour June 2012 - June 2014
New York Life Insurance Company June 2013 - November 2013
Proteus Digital Health, Inc July 2012 - November 2012
Warm Springs Home Health, Inc. March 2012 - July 2012
Boba Cafe 2006 - 2012
Avanza Online September 2011 - December 2011
Silicon Valley Power June 2010 - August 2010
Skills
Insurance, Retirement, Sales, Teamwork, Leadership, Management, Time Management, Customer Service, Life Insurance, Retirement Planning
Education
UC Riverside
Bachelor of Science (BS), Environmental Science
UC Riverside
Bachelor of Applied Science (B.A.Sc.), Environmental Science
Kathy (Brown) Moritz, LTCP, LUTCF's New York Life Insurance Company Experience August 2015 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
New York Life November 2001 - August 2015
Skills
Insurance, Leadership, Selling, Disability Insurance, Retirement, Business Development, Small Business, Employee Benefits, Estate Planning, Marketing, Long Term Care Insurance, Life Insurance, Investments, Analysis, Marketing Strategy, Health Insurance, Business, Retirement Planning, Sales, Financial Analysis, Business Strategy, Management, New Business Development, Training, Strategic Planning, Fixed Annuities, Mutual Funds, Mortgage Lending, Long-term Care, Financial Planners, Strategic Financial..., 401k, Term Life Insurance, IRAs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
The American College 2005 — 2007
LUTCF, Finance & Insurance
University of California, Los Angeles 1991 — 1997
BS, Political Science
New York Life Insurance Company August 2015 - Present
New York Life November 2001 - August 2015
Skills
Insurance, Leadership, Selling, Disability Insurance, Retirement, Business Development, Small Business, Employee Benefits, Estate Planning, Marketing, Long Term Care Insurance, Life Insurance, Investments, Analysis, Marketing Strategy, Health Insurance, Business, Retirement Planning, Sales, Financial Analysis, Business Strategy, Management, New Business Development, Training, Strategic Planning, Fixed Annuities, Mutual Funds, Mortgage Lending, Long-term Care, Financial Planners, Strategic Financial..., 401k, Term Life Insurance, IRAs, Wealth Accumulation, 401k Rollovers, Financial Planning
Education
The American College 2005 — 2007
LUTCF, Finance & Insurance
University of California, Los Angeles 1991 — 1997
BS, Political Science
Shi Peter Shi Peter's New York Life Insurance Company Experience December 2006 - December 2014
Job MassMutual Financial Services Professional
Industry Financial Services
Experience
MassMutual Financial Group 2014 - Present
New York Life Insurance Company December 2006 - December 2014
Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Retirement, Investments, Disability Insurance, Financial Planning, Mutual Funds, Financial Services
Education
美國加州大學洛杉磯分校, Graduate School of Public health 1989 — 1991
Public Health and Environmental Health science, Master of Public Health (M.P.H.)
美國加州大學洛杉磯分校 1988 — 1991
Public Health, Master of Public Health
MassMutual Financial Group 2014 - Present
New York Life Insurance Company December 2006 - December 2014
Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Retirement, Investments, Disability Insurance, Financial Planning, Mutual Funds, Financial Services
Education
美國加州大學洛杉磯分校, Graduate School of Public health 1989 — 1991
Public Health and Environmental Health science, Master of Public Health (M.P.H.)
美國加州大學洛杉磯分校 1988 — 1991
Public Health, Master of Public Health
Samantha Stawicki's New York Life Insurance Company Experience June 2007 - September 2007
Job Financial Advisor at Atlantic Coast Advisory Group
Industry Public Relations and Communications
Experience
Atlantic Coast Advisory Group October 2014 - Present
Atlantic Coast Advisory Group of Charleston March 2013 - October 2014
Alpha Phi International Fraternity June 2011 - March 2013
Essay101 June 2010 - September 2010
Alpha Phi International Fraternity July 2008 - April 2010
Diversity PAC May 2009 - July 2009
New York Life Insurance Company June 2007 - September 2007
Rancho Murieta Association April 2003 - December 2005
Skills
Event Planning, Social Media, Leadership, Marketing, Training, Business Development, Event Management, Leadership Development, Program Management, Facebook, Recruiting, Public Speaking, Customer Service, Management
Education
University of California, Davis 2004 — 2008
Bachelor of Arts, Communications & Sociology
Atlantic Coast Advisory Group October 2014 - Present
Atlantic Coast Advisory Group of Charleston March 2013 - October 2014
Alpha Phi International Fraternity June 2011 - March 2013
Essay101 June 2010 - September 2010
Alpha Phi International Fraternity July 2008 - April 2010
Diversity PAC May 2009 - July 2009
New York Life Insurance Company June 2007 - September 2007
Rancho Murieta Association April 2003 - December 2005
Skills
Event Planning, Social Media, Leadership, Marketing, Training, Business Development, Event Management, Leadership Development, Program Management, Facebook, Recruiting, Public Speaking, Customer Service, Management
Education
University of California, Davis 2004 — 2008
Bachelor of Arts, Communications & Sociology
Sharon Welch-Blair, CLU, ChFC Sharon Welch-Blair, CLU, ChFC's New York Life Insurance Company Experience January 1987 - Present
Job CEO at Empire Financial Architects helping individuals, families and businesses create and manage wealth.
Industry Financial Services
Experience
Empire Financial Architects January 2000 - Present
New York Life Insurance Company January 1987 - Present
NYLIFE Securities LLC January 1987 - Present
Eagle Strategies, LLC January 1987 - Present
The Empress of Little Rock January 1993 - Present
Skills
Financial Analysis, Asset Protection, Insurance, Guaranteed Lifetime..., Budgets, Marketing Strategy, Account Management, Public Speaking, Event Management, Public Relations, Hospitality, Tourism, Small Business, Social Media Marketing
Education
University of Arkansas at Little Rock 1988 — 1993
undergrad, Liberal Arts
Empire Financial Architects January 2000 - Present
New York Life Insurance Company January 1987 - Present
NYLIFE Securities LLC January 1987 - Present
Eagle Strategies, LLC January 1987 - Present
The Empress of Little Rock January 1993 - Present
Skills
Financial Analysis, Asset Protection, Insurance, Guaranteed Lifetime..., Budgets, Marketing Strategy, Account Management, Public Speaking, Event Management, Public Relations, Hospitality, Tourism, Small Business, Social Media Marketing
Education
University of Arkansas at Little Rock 1988 — 1993
undergrad, Liberal Arts
Elise Lee's New York Life Insurance Company Experience 2014 - Present
Job Insurance and Financial Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Fraser Financial Group 2013 - 2014
Beverly Hills Tutoring Center 2013 - 2014
UCLA Fund 2012 - 2014
Skills
Wealth Distribution, Life Insurance, Retirement Planning, Education Funding, Estate Planning, Fixed Annuities, Long Term Care Insurance, 401k Rollovers, IRAs
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Beverly Hills High School
New York Life Insurance Company 2014 - Present
Fraser Financial Group 2013 - 2014
Beverly Hills Tutoring Center 2013 - 2014
UCLA Fund 2012 - 2014
Skills
Wealth Distribution, Life Insurance, Retirement Planning, Education Funding, Estate Planning, Fixed Annuities, Long Term Care Insurance, 401k Rollovers, IRAs
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Beverly Hills High School
Tina Uh Tina Uh's New York Life Insurance Company Experience June 2012 - February 2013
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
University of California Berkeley February 2015 - May 2015
PwC June 2014 - August 2014
Los Angeles Area Chamber of Commerce July 2013 - August 2013
Su Lin CPA June 2013 - August 2013
Korean American Coalition of Los Angeles June 2013 - August 2013
New York Life Insurance Company June 2012 - February 2013
Northwestern Mutual May 2012 - June 2012
Fang Clothing Inc. January 2012 - January 2012
Irvine Certified Farmers Market June 2007 - August 2011
Skills
Korean, Photoshop, Microsoft Office, Life and Health Agent, Volunteer Income Tax..., PowerPoint, Financial Analysis, Time Management, Finance, Financial Modeling, Sales, Community Outreach, Marketing Strategy, Research, Microsoft Excel
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Economics
South High School 2007 — 2011
High School Dipolma
PwC August 2015 - Present
University of California Berkeley February 2015 - May 2015
PwC June 2014 - August 2014
Los Angeles Area Chamber of Commerce July 2013 - August 2013
Su Lin CPA June 2013 - August 2013
Korean American Coalition of Los Angeles June 2013 - August 2013
New York Life Insurance Company June 2012 - February 2013
Northwestern Mutual May 2012 - June 2012
Fang Clothing Inc. January 2012 - January 2012
Irvine Certified Farmers Market June 2007 - August 2011
Skills
Korean, Photoshop, Microsoft Office, Life and Health Agent, Volunteer Income Tax..., PowerPoint, Financial Analysis, Time Management, Finance, Financial Modeling, Sales, Community Outreach, Marketing Strategy, Research, Microsoft Excel
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Economics
South High School 2007 — 2011
High School Dipolma
Randy Blackwood, CLU, ChFC, MSFS, CLF, LUTCF's New York Life Insurance Company Experience November 1990 - Present
Job Senior Director of Development at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 1990 - Present
New York Life Insurance Company September 1977 - October 1990
Skills
Training, Leadership, Life Insurance, Retirement, Management, Estate Planning, Retirement Planning, Financial Services, Insurance, Workshop Facilitation, Small Business, Marketing, Asset Protection, Gifting Strategies, Succession Planning, Sales Management, Protection..., Job Coaching, Sales Rep Training, Curriculum Development, Sales, Protection Planning, Fixed Annuities, Investments
Education
The American College, Bryn Mawr, PA 1981 — 2005
Financial Services
The American College, Bryn Mawr, PA 1998 — 2000
Master of Science (MS), Financial Services
University of California, Berkeley 1974 — 1981
Bachelor of Arts (BA), Architecture
Don Bosco Technical Institute, Rosemead, Ca 1962 — 1966
HS, Industrial Drafting
New York Life Insurance Company November 1990 - Present
New York Life Insurance Company September 1977 - October 1990
Skills
Training, Leadership, Life Insurance, Retirement, Management, Estate Planning, Retirement Planning, Financial Services, Insurance, Workshop Facilitation, Small Business, Marketing, Asset Protection, Gifting Strategies, Succession Planning, Sales Management, Protection..., Job Coaching, Sales Rep Training, Curriculum Development, Sales, Protection Planning, Fixed Annuities, Investments
Education
The American College, Bryn Mawr, PA 1981 — 2005
Financial Services
The American College, Bryn Mawr, PA 1998 — 2000
Master of Science (MS), Financial Services
University of California, Berkeley 1974 — 1981
Bachelor of Arts (BA), Architecture
Don Bosco Technical Institute, Rosemead, Ca 1962 — 1966
HS, Industrial Drafting
Angela Jubran Angela Jubran's New York Life Insurance Company Experience September 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Skills
Insurance
Education
University of California, Los Angeles 2005 — 2009
Bachelor's degree, Sociology
New York Life Insurance Company September 2014 - Present
Skills
Insurance
Education
University of California, Los Angeles 2005 — 2009
Bachelor's degree, Sociology
Mary Lin Mary Lin's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life specializing in helping young professionals achieve financial independence.
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
Wells Fargo Home Mortgage November 2011 - October 2012
Skills
Retirement Planning, Financial Analysis, Licensed Life and..., Fluent in Chinese..., Finance, Underwriting, Microsoft Excel, PowerPoint, Credit, Financial Risk, Sales, Customer Service, Cash Flow, Analysis, Customer Retention, Fixed Annuities, Commercial Banking, Microsoft Office, Credit Analysis, Loans, Public Speaking
Education
University of California, Berkeley 2008 — 2011
BA, Chinese Language and Culture
New York Life Insurance Company April 2015 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
Wells Fargo Home Mortgage November 2011 - October 2012
Skills
Retirement Planning, Financial Analysis, Licensed Life and..., Fluent in Chinese..., Finance, Underwriting, Microsoft Excel, PowerPoint, Credit, Financial Risk, Sales, Customer Service, Cash Flow, Analysis, Customer Retention, Fixed Annuities, Commercial Banking, Microsoft Office, Credit Analysis, Loans, Public Speaking
Education
University of California, Berkeley 2008 — 2011
BA, Chinese Language and Culture
Kelsey Muir Kelsey Muir's New York Life Insurance Company Experience July 2013 - Present
Job Dedicated Agent with New York Life helping young professionals & retirees in Los Angeles, CA
Industry Insurance
Experience
New York Life Insurance Company July 2013 - Present
Skills
Public Speaking, Sales, Business Networking, Finance, Insurance, Analysis, Marketing
Education
UCLA 2009 — 2013
Bachelor's Degree, Major in Political Science-specialization in International Relations and Minor in Public Policy
West Ranch High 2005 — 2009
High School
New York Life Insurance Company July 2013 - Present
Skills
Public Speaking, Sales, Business Networking, Finance, Insurance, Analysis, Marketing
Education
UCLA 2009 — 2013
Bachelor's Degree, Major in Political Science-specialization in International Relations and Minor in Public Policy
West Ranch High 2005 — 2009
High School
Erica Oropeza's New York Life Insurance Company Experience September 2012 - May 2013
Job CalSTRS Manager I
Industry Government Administration
Experience
CalSTRS May 2015 - Present
CalSTRS May 2013 - May 2015
New York Life Insurance Company September 2012 - May 2013
The First Tee January 2010 - December 2012
California State Assembly April 2009 - October 2012
Lesbian, Gay, Bisexual, Transgender Resource Center (LGBTRC) January 2007 - August 2009
Cross-Cultural Center September 2008 - June 2009
Cross-Cultural Center May 2007 - June 2009
LGBTRC September 2006 - June 2009
Associated Students of UC Davis (ASUCD) March 2008 - March 2009
Skills
Community Outreach, Event Planning, Public Speaking, Non-profits, Fundraising, Research, Politics, Social Media, Volunteer Management, Public Policy, Microsoft Office, Grassroots Organizing, PowerPoint, Strategic Financial..., Workshop Facilitation, Seminars, Insurance, Retirement Planning, Pensions, Government, Management, Leadership, Nonprofits, Training, Higher Education, Program Development, Editing, Program Management, Communication, Customer Service, Policy Analysis
Education
University of California, Davis 2005 — 2009
Bachelor of Arts, Sociology major with Honors
CalSTRS May 2015 - Present
CalSTRS May 2013 - May 2015
New York Life Insurance Company September 2012 - May 2013
The First Tee January 2010 - December 2012
California State Assembly April 2009 - October 2012
Lesbian, Gay, Bisexual, Transgender Resource Center (LGBTRC) January 2007 - August 2009
Cross-Cultural Center September 2008 - June 2009
Cross-Cultural Center May 2007 - June 2009
LGBTRC September 2006 - June 2009
Associated Students of UC Davis (ASUCD) March 2008 - March 2009
Skills
Community Outreach, Event Planning, Public Speaking, Non-profits, Fundraising, Research, Politics, Social Media, Volunteer Management, Public Policy, Microsoft Office, Grassroots Organizing, PowerPoint, Strategic Financial..., Workshop Facilitation, Seminars, Insurance, Retirement Planning, Pensions, Government, Management, Leadership, Nonprofits, Training, Higher Education, Program Development, Editing, Program Management, Communication, Customer Service, Policy Analysis
Education
University of California, Davis 2005 — 2009
Bachelor of Arts, Sociology major with Honors
Louis Silva Louis Silva's New York Life Insurance Company Experience February 2011 - November 2011
Job AVP Cash Management Sales at Bankwell Bank
Industry Banking
Experience
Bankwell Financial Group, Inc. February 2015 - Present
Bankwell Bank (Formerly Quinnipiac Bank & Trust) July 2014 - February 2015
Quinnipiac Bank & Trust Co September 2013 - July 2014
Quinnipiac Bank & Trust Co April 2012 - September 2013
Wells Fargo November 2011 - April 2012
New York Life Insurance Company February 2011 - November 2011
NewAlliance Bank August 2009 - February 2011
Skills
Banking, Customer Service, Credit, Loans, Finance, Sales, Small Business Lending, Retail Banking, Financial Analysis, Marketing, Microsoft Excel, Strategic Planning, Small Business, Outlook, Consumer Lending, Microsoft Word, Relationship Management, Management, PowerPoint, Teller Operations, Building Relationships, Fraud, AML, Credit Cards, Wire Transfers, ACH, Networking
Education
University of Bridgeport 2006 — 2011
Bachelor's degree, Accounting and Business Administration
Bankwell Financial Group, Inc. February 2015 - Present
Bankwell Bank (Formerly Quinnipiac Bank & Trust) July 2014 - February 2015
Quinnipiac Bank & Trust Co September 2013 - July 2014
Quinnipiac Bank & Trust Co April 2012 - September 2013
Wells Fargo November 2011 - April 2012
New York Life Insurance Company February 2011 - November 2011
NewAlliance Bank August 2009 - February 2011
Skills
Banking, Customer Service, Credit, Loans, Finance, Sales, Small Business Lending, Retail Banking, Financial Analysis, Marketing, Microsoft Excel, Strategic Planning, Small Business, Outlook, Consumer Lending, Microsoft Word, Relationship Management, Management, PowerPoint, Teller Operations, Building Relationships, Fraud, AML, Credit Cards, Wire Transfers, ACH, Networking
Education
University of Bridgeport 2006 — 2011
Bachelor's degree, Accounting and Business Administration
Jesica Liberman's New York Life Insurance Company Experience December 2012 - September 2014
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company December 2012 - September 2014
Aflac October 2010 - November 2012
Skills
Spanish, Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Direct Sales, Business Strategy, Research
Education
New York University 2010 — 2011
Certificate, Marketing Research
University of Buenos Aires
Licentiate degree, Sociology
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company December 2012 - September 2014
Aflac October 2010 - November 2012
Skills
Spanish, Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Direct Sales, Business Strategy, Research
Education
New York University 2010 — 2011
Certificate, Marketing Research
University of Buenos Aires
Licentiate degree, Sociology
Cesar Arroyo Cesar Arroyo's New York Life Insurance Company Experience May 2014 - January 2015
Job Summer Financial Analyst at Wells Fargo
Industry
Experience
Wells Fargo June 2015 - August 2015
New York Life Insurance Company May 2014 - January 2015
Upward Bound Program, UC Berkeley February 2014 - May 2014
California Democratic Party September 2013 - October 2013
Rosie's Rescue July 2012 - June 2013
Skills
Teamwork, Team Leadership, Spanish, Microsoft Word, PowerPoint, Youth Mentoring, Community Outreach, Peer Mentoring, Educational Leadership, Communication, Social Media, Critical Thinking, Phone Banking, Canvassing
Education
University of California, Berkeley 2013 — 2017
Channel Islands High School 2009 — 2013
High School Diploma
Wells Fargo June 2015 - August 2015
New York Life Insurance Company May 2014 - January 2015
Upward Bound Program, UC Berkeley February 2014 - May 2014
California Democratic Party September 2013 - October 2013
Rosie's Rescue July 2012 - June 2013
Skills
Teamwork, Team Leadership, Spanish, Microsoft Word, PowerPoint, Youth Mentoring, Community Outreach, Peer Mentoring, Educational Leadership, Communication, Social Media, Critical Thinking, Phone Banking, Canvassing
Education
University of California, Berkeley 2013 — 2017
Channel Islands High School 2009 — 2013
High School Diploma
Mya Dobson Mya Dobson's New York Life Insurance Company Experience December 2014 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company January 2011 - December 2014
Skills
Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Series 7, Investments, Estate Planning, Series 63, Life Insurance, IRAs, Asset Allocation, Securities, Insurance, Leadership, Public Speaking, Career Development, Training & Development, Sales Recruitment
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology/ Pre-Med
University of California, Berkeley
Bachelor of Applied Science (B.A.Sc.), Biology, Sociology
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company January 2011 - December 2014
Skills
Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Series 7, Investments, Estate Planning, Series 63, Life Insurance, IRAs, Asset Allocation, Securities, Insurance, Leadership, Public Speaking, Career Development, Training & Development, Sales Recruitment
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Sociology/ Pre-Med
University of California, Berkeley
Bachelor of Applied Science (B.A.Sc.), Biology, Sociology
Sydney Ippolito's New York Life Insurance Company Experience May 2008 - Present
Job Singer/Dancer/Actor/Musician/Performer/Choreographer
Industry Performing Arts
Experience
Murry's Dinner Playhouse June 2015 - Present
Fancyful Fairytale Parties October 2014 - Present
Dreamland Ballroom July 2014 - Present
Arkansas Repertory Theatre November 2012 - Present
Little Rock School of Dance October 2009 - Present
New York Life Insurance Company May 2008 - Present
Arkansas Shakespeare Theatre May 2015 - June 2015
Arkansas Arts Center May 2015 - May 2015
Arkansas Repertory Theatre February 2015 - April 2015
Argenta Community Theater August 2014 - September 2014
Skills
Dance, Guitar, Organization, Performing Arts, Singing, Making Coffee, Choreography, Ballet, Contemporary Dance, Musical Theatre, Theatre, Stage, Improvisation, Arts Administration, Modern Dance, Tap, Jazz Dance, Dance Education, Acting, Drama, Physical Theatre, Plays, Festivals, Classical Ballet, Tap Dance
Education
University of Arkansas at Little Rock 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Dance Performance
Homeschool 2007 — 2009
High School Diploma
Murry's Dinner Playhouse June 2015 - Present
Fancyful Fairytale Parties October 2014 - Present
Dreamland Ballroom July 2014 - Present
Arkansas Repertory Theatre November 2012 - Present
Little Rock School of Dance October 2009 - Present
New York Life Insurance Company May 2008 - Present
Arkansas Shakespeare Theatre May 2015 - June 2015
Arkansas Arts Center May 2015 - May 2015
Arkansas Repertory Theatre February 2015 - April 2015
Argenta Community Theater August 2014 - September 2014
Skills
Dance, Guitar, Organization, Performing Arts, Singing, Making Coffee, Choreography, Ballet, Contemporary Dance, Musical Theatre, Theatre, Stage, Improvisation, Arts Administration, Modern Dance, Tap, Jazz Dance, Dance Education, Acting, Drama, Physical Theatre, Plays, Festivals, Classical Ballet, Tap Dance
Education
University of Arkansas at Little Rock 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Dance Performance
Homeschool 2007 — 2009
High School Diploma
Hyun Joo Tiffany Chung's New York Life Insurance Company Experience September 2011 - Present
Job Sales Planner at PK4 Media
Industry Online Media
Experience
PK4 Media September 2014 - Present
New York Life Insurance Company September 2011 - Present
PK4 Media June 2014 - September 2014
West Coast Fish n' Chips June 2007 - July 2012
Vastano & Angarella Law Offices, LLP June 2010 - September 2011
Skills
Microsoft Office, Research, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Photoshop, Public Speaking, Event Planning, Teamwork, Leadership, Data Analysis, Management
Education
University of California, Los Angeles 2007 — 2011
Bachelor's degree, Sociology
PK4 Media September 2014 - Present
New York Life Insurance Company September 2011 - Present
PK4 Media June 2014 - September 2014
West Coast Fish n' Chips June 2007 - July 2012
Vastano & Angarella Law Offices, LLP June 2010 - September 2011
Skills
Microsoft Office, Research, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Photoshop, Public Speaking, Event Planning, Teamwork, Leadership, Data Analysis, Management
Education
University of California, Los Angeles 2007 — 2011
Bachelor's degree, Sociology
Johnny Ta's New York Life Insurance Company Experience June 2013 - September 2013
Job Customer Service Business Analyst at Southern California Edison
Industry
Experience
UC Irvine March 2015 - Present
Southern California Edison (SCE) June 2015 - September 2015
Spectrum Knowledge August 2014 - February 2015
DW Investment Group, Inc. January 2014 - December 2014
Guest and Event Services, UCI September 2013 - December 2014
New York Life Insurance Company June 2013 - September 2013
State Farm September 2011 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Cantonese, Customer Service, Microsoft Word, Management, Facebook, Data Analysis, QuickBooks, Training, Payroll, Customer Satisfaction, Team Leadership, Accounts Payable, Accounts Receivable, Finance, Account Reconciliation, Teamwork, Time Management, Bank Reconciliation, Data Entry, Telephone Skills, Analysis, Leadership, Citrix Metaframe, Business Process..., Outlook, Operational Streamlining, Process Flow...
Education
University of California, Irvine 2012 — 2016
Bachelor of Arts (B.A.), Business Administration / Business Economics - Double Major
Rosemead High School 2008 — 2012
GED
UC Irvine March 2015 - Present
Southern California Edison (SCE) June 2015 - September 2015
Spectrum Knowledge August 2014 - February 2015
DW Investment Group, Inc. January 2014 - December 2014
Guest and Event Services, UCI September 2013 - December 2014
New York Life Insurance Company June 2013 - September 2013
State Farm September 2011 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Cantonese, Customer Service, Microsoft Word, Management, Facebook, Data Analysis, QuickBooks, Training, Payroll, Customer Satisfaction, Team Leadership, Accounts Payable, Accounts Receivable, Finance, Account Reconciliation, Teamwork, Time Management, Bank Reconciliation, Data Entry, Telephone Skills, Analysis, Leadership, Citrix Metaframe, Business Process..., Outlook, Operational Streamlining, Process Flow...
Education
University of California, Irvine 2012 — 2016
Bachelor of Arts (B.A.), Business Administration / Business Economics - Double Major
Rosemead High School 2008 — 2012
GED
Akshaya Sheth,CLU,ChFC,AEP,MBA,LLB,CAP,LTCP,RFC Akshaya Sheth,CLU,ChFC,AEP,MBA,LLB,CAP,LTCP,RFC's New York Life Insurance Company Experience October 1989 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 1989 - Present
EagleStrategies LLC October 1989 - Present
Poddar textile mills 2002 - 2004
Skills
Strategic Planning, Business Development, Investments, Sales, Leadership, Budgets, Start-ups, Insurance, Management, Customer Service, Business Planning, Marketing, New Business Development, Business Strategy, Sales Management, Marketing Strategy, Small Business, Microsoft Office, Social Media, Contract Negotiation, Team Building, Risk Management, Finance, Personal Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, Project Management, Public Relations, Public Speaking, Event Planninge, Financial Analysis, Negotiation, Banking, Operations Management, Financial Planning, Succession Planning, Wealth Management
Education
American College
Chartered Financial Consultant, Financial Planning
Dadar Parsee Youth Assembly High School
High school
K.C.Law college
Llb, Banking, Corporate, Finance, and Securities Law
SIES college,
BS, Microbiology, General
Somaiya college
Bachelor of Science (BSc), Microbiology, Chemistry
University Of Bombay
BS,LLB
New York Life Insurance Company October 1989 - Present
EagleStrategies LLC October 1989 - Present
Poddar textile mills 2002 - 2004
Skills
Strategic Planning, Business Development, Investments, Sales, Leadership, Budgets, Start-ups, Insurance, Management, Customer Service, Business Planning, Marketing, New Business Development, Business Strategy, Sales Management, Marketing Strategy, Small Business, Microsoft Office, Social Media, Contract Negotiation, Team Building, Risk Management, Finance, Personal Financial..., Retirement Planning, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, Project Management, Public Relations, Public Speaking, Event Planninge, Financial Analysis, Negotiation, Banking, Operations Management, Financial Planning, Succession Planning, Wealth Management
Education
American College
Chartered Financial Consultant, Financial Planning
Dadar Parsee Youth Assembly High School
High school
K.C.Law college
Llb, Banking, Corporate, Finance, and Securities Law
SIES college,
BS, Microbiology, General
Somaiya college
Bachelor of Science (BSc), Microbiology, Chemistry
University Of Bombay
BS,LLB
Lloyd Glenn Lloyd Glenn's New York Life Insurance Company Experience January 2001 - October 2003
Job Personal Banker at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo June 2014 - Present
GREYVALLEY CONSULTING April 2010 - Present
SouthComm October 2013 - June 2014
YP October 2012 - June 2013
Abbott August 2007 - April 2010
LEAPS Learning Services 2003 - 2010
The Guardian Life Insurance Company of America October 2003 - August 2007
THE WELL Financial Group March 2003 - August 2007
New York Life Insurance Company January 2001 - October 2003
Office Depot February 2000 - January 2001
Skills
Certified Think Feel..., Telemarketing Sales..., Franklin Covey Time..., D.E.I. Sales Training..., S.P.I.N. Sales Training, High Impact Questions, Customer Connections..., Diversity Training, Situational Leadership..., Consultative..., Certified Defensive..., Microsoft Office..., Microsoft Office, Situational Leadership, Advertising, Leadership, Marketing, Recruiting, CRM, Strategic Planning, Training, Questions, Disability Insurance, Insurance, Selling Skills, Entrepreneurship, Sales, Management, Negotiation, Employee Benefits, Social Media, Coaching, Customer Service, Small Business, Strategic Partnerships, Customer Retention
Education
University of California, Berkeley
B.A., Social Science / English Minor
Wells Fargo June 2014 - Present
GREYVALLEY CONSULTING April 2010 - Present
SouthComm October 2013 - June 2014
YP October 2012 - June 2013
Abbott August 2007 - April 2010
LEAPS Learning Services 2003 - 2010
The Guardian Life Insurance Company of America October 2003 - August 2007
THE WELL Financial Group March 2003 - August 2007
New York Life Insurance Company January 2001 - October 2003
Office Depot February 2000 - January 2001
Skills
Certified Think Feel..., Telemarketing Sales..., Franklin Covey Time..., D.E.I. Sales Training..., S.P.I.N. Sales Training, High Impact Questions, Customer Connections..., Diversity Training, Situational Leadership..., Consultative..., Certified Defensive..., Microsoft Office..., Microsoft Office, Situational Leadership, Advertising, Leadership, Marketing, Recruiting, CRM, Strategic Planning, Training, Questions, Disability Insurance, Insurance, Selling Skills, Entrepreneurship, Sales, Management, Negotiation, Employee Benefits, Social Media, Coaching, Customer Service, Small Business, Strategic Partnerships, Customer Retention
Education
University of California, Berkeley
B.A., Social Science / English Minor
Tadeh Karabidian's New York Life Insurance Company Experience November 2006 - December 2007
Job Reference Data & Valuation Analyst at Western Asset Management
Industry Investment Management
Experience
Western Asset Management June 2015 - Present
Western Asset Management April 2013 - June 2015
Western Asset Management January 2012 - April 2013
Western Asset Management August 2008 - January 2012
New York Life Insurance Company November 2006 - December 2007
Skills
Valuation, Pricing, Fixed Income Valuation, Equity Valuation, Pricing Analysis, Fixed Income Analysis, Bloomberg, Fixed Income, Hedge Funds, Equities, Securities, Microsoft Excel, Portfolio Management, Alternative Investments, Microsoft Word, Investment Management, Options, Bonds, Eagle PACE, Performance Measurement, Cash Management, Swaps, Futures, SQL, Bank Loans, MBS, ABS, CLO, Emerging Markets, Derivatives, Financial Analysis, Asset Management, Financial Modeling, Investments
Education
University of California, Los Angeles 2006 — 2008
BA, Economics
2016 Level III Candidate in the CFA Program
Western Asset Management June 2015 - Present
Western Asset Management April 2013 - June 2015
Western Asset Management January 2012 - April 2013
Western Asset Management August 2008 - January 2012
New York Life Insurance Company November 2006 - December 2007
Skills
Valuation, Pricing, Fixed Income Valuation, Equity Valuation, Pricing Analysis, Fixed Income Analysis, Bloomberg, Fixed Income, Hedge Funds, Equities, Securities, Microsoft Excel, Portfolio Management, Alternative Investments, Microsoft Word, Investment Management, Options, Bonds, Eagle PACE, Performance Measurement, Cash Management, Swaps, Futures, SQL, Bank Loans, MBS, ABS, CLO, Emerging Markets, Derivatives, Financial Analysis, Asset Management, Financial Modeling, Investments
Education
University of California, Los Angeles 2006 — 2008
BA, Economics
2016 Level III Candidate in the CFA Program
Cody Hoppes's New York Life Insurance Company Experience January 2014 - February 2015
Job Partnering with Executive Search Firms to increase Efficiency and Productivity through the use of technology
Industry Computer Software
Experience
Invenias Limited July 2015 - Present
Mobitor Corporation February 2015 - July 2015
New York Life Insurance Company January 2014 - February 2015
Shasta Logging and Landscape January 2007 - September 2013
Law Offices of Leep, Tescher, Helfman, & Zazne June 2007 - September 2012
Law Offices of Benjamin K. Helfman June 2006 - June 2007
Skills
Communication Skills, Competitive, QuickBooks, Finance, Insurance, 401k Rollovers, Business Insurance..., Annuity Sales, Assest Protection, Buy-sell Agreements, Estate Planning, IRA Rollovers, Long Term Care Insurance, Lifetime Income..., Account Management, Asset Management, Public Seminars, College Education..., Social Networking, Retirement Planning, Time Management, Retirement, Life Insurance, Communication, IRAs, Microsoft Office, Leadership, Customer Service, Public Speaking, PowerPoint, Marketing, Social Media, Team Building, Management, Sales, Business Development, Strategy, CRM, Marketing Strategy
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Invenias Limited July 2015 - Present
Mobitor Corporation February 2015 - July 2015
New York Life Insurance Company January 2014 - February 2015
Shasta Logging and Landscape January 2007 - September 2013
Law Offices of Leep, Tescher, Helfman, & Zazne June 2007 - September 2012
Law Offices of Benjamin K. Helfman June 2006 - June 2007
Skills
Communication Skills, Competitive, QuickBooks, Finance, Insurance, 401k Rollovers, Business Insurance..., Annuity Sales, Assest Protection, Buy-sell Agreements, Estate Planning, IRA Rollovers, Long Term Care Insurance, Lifetime Income..., Account Management, Asset Management, Public Seminars, College Education..., Social Networking, Retirement Planning, Time Management, Retirement, Life Insurance, Communication, IRAs, Microsoft Office, Leadership, Customer Service, Public Speaking, PowerPoint, Marketing, Social Media, Team Building, Management, Sales, Business Development, Strategy, CRM, Marketing Strategy
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government
William McArthur William McArthur's New York Life Insurance Company Experience December 2009 - April 2012
Job General Manager for Tradesmen International, Inc.
Industry Construction
Experience
Tradesmen International, Inc. May 2012 - Present
New York Life Insurance Company December 2009 - April 2012
Transamerica Worksite Marketing January 2008 - September 2009
Mountain Valley Spring Company 2006 - 2007
Nuvell 2003 - 2006
Stone Ward 2002 - 2003
Skills
Sales Management, Insurance, Account Management, Sales, Cold Calling, Employee Benefits, Disability Insurance, New Business Development, Marketing, Team Building, Customer Retention, Contract Negotiation, Strategic Planning, Recruiting, Marketing Strategy, Salesforce.com, Consulting, Budgets, Small Business, Selling, Leadership, Sales Operations
Education
University of Arkansas at Little Rock 1999 — 2003
MBA, Marketing/Advertising
Tradesmen International, Inc. May 2012 - Present
New York Life Insurance Company December 2009 - April 2012
Transamerica Worksite Marketing January 2008 - September 2009
Mountain Valley Spring Company 2006 - 2007
Nuvell 2003 - 2006
Stone Ward 2002 - 2003
Skills
Sales Management, Insurance, Account Management, Sales, Cold Calling, Employee Benefits, Disability Insurance, New Business Development, Marketing, Team Building, Customer Retention, Contract Negotiation, Strategic Planning, Recruiting, Marketing Strategy, Salesforce.com, Consulting, Budgets, Small Business, Selling, Leadership, Sales Operations
Education
University of Arkansas at Little Rock 1999 — 2003
MBA, Marketing/Advertising
Sherie Bryan Sherie Bryan's New York Life Insurance Company Experience November 2011 - August 2012
Job Financial Education for Individuals and Business
Industry Insurance
Experience
Health Plans Raleigh August 2013 - Present
Chicks Building Nest Eggs August 2012 - Present
New York Life Insurance Company November 2011 - August 2012
Flower City NC (formerly Flowerama of Raleigh) January 2005 - November 2011
Staefa Controls August 1992 - September 1999
Honeywell Information Systems September 1984 - June 1992
Skills
Health Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Business Succesion..., Life Insurance, Employee Benefits, Whole Life, Retirement Planning, Fixed Annuities, Long-term Care, Succession Planning, medicare supplements, Universal Life, Indexed Annuities, Social Networking, Property & Casualty..., Workers Compensation, Wealth, Umbrella Insurance, Commercial Insurance, Medicare, Selling, Cold Calling, Sales
Education
UCLA/ Education 1975 — 1976
5th Yr Teaching Degree, Elementary Education
UCLA 1970 — 1975
BA, History/Psychology
Health Plans Raleigh August 2013 - Present
Chicks Building Nest Eggs August 2012 - Present
New York Life Insurance Company November 2011 - August 2012
Flower City NC (formerly Flowerama of Raleigh) January 2005 - November 2011
Staefa Controls August 1992 - September 1999
Honeywell Information Systems September 1984 - June 1992
Skills
Health Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Business Succesion..., Life Insurance, Employee Benefits, Whole Life, Retirement Planning, Fixed Annuities, Long-term Care, Succession Planning, medicare supplements, Universal Life, Indexed Annuities, Social Networking, Property & Casualty..., Workers Compensation, Wealth, Umbrella Insurance, Commercial Insurance, Medicare, Selling, Cold Calling, Sales
Education
UCLA/ Education 1975 — 1976
5th Yr Teaching Degree, Elementary Education
UCLA 1970 — 1975
BA, History/Psychology
Claude Lewis Claude Lewis's New York Life Insurance Company Experience May 2005 - December 2005
Job at Clewiston Business Service
Industry Real Estate
Experience
Keller Williams Realty October 2011 - Present
Clewiston Business Service LLC September 2009 - Present
Century 21 Scala Group 2010 - 2011
University of Bridgeport January 2009 - May 2009
University of Bridgeport December 2005 - January 2009
New York Life Insurance Company May 2005 - December 2005
PEOPLE'S BANK May 2004 - April 2005
CARDHOLDER MANAGEMENT SERVICES January 1999 - January 2000
Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Coaching, PowerPoint, Leadership, Research, Project Management, Event Planning, Team Building, Outlook, Social Networking, Microsoft Word, Marketing, Budgets, Recruiting, Negotiation, Social Media, Real Estate, Listings, Human Resources, REO, Short Sales, First Time Home Buyers, Sellers, Condos, Buyers, Finance, Organizational..., Training, Relocation, Banking, Real Property, Mortgage Lending, Investment Properties, Property, Referrals, Investors, Sales, Management, Foreclosures, New Home Sales, Property Management, Buyer Representation, Home Staging, Seniors, Single Family Homes, Rentals
Education
University of Bridgeport 2003 — 2008
Master of Science, Counseling and Human Resource Management
University of Bridgeport
MASTER OF SCIENCE; BACHELOR OF SCIENCE, COUNSELING & HUMAN RESOURCES; BUSINESS ADMINISTRATION
Keller Williams Realty October 2011 - Present
Clewiston Business Service LLC September 2009 - Present
Century 21 Scala Group 2010 - 2011
University of Bridgeport January 2009 - May 2009
University of Bridgeport December 2005 - January 2009
New York Life Insurance Company May 2005 - December 2005
PEOPLE'S BANK May 2004 - April 2005
CARDHOLDER MANAGEMENT SERVICES January 1999 - January 2000
Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Coaching, PowerPoint, Leadership, Research, Project Management, Event Planning, Team Building, Outlook, Social Networking, Microsoft Word, Marketing, Budgets, Recruiting, Negotiation, Social Media, Real Estate, Listings, Human Resources, REO, Short Sales, First Time Home Buyers, Sellers, Condos, Buyers, Finance, Organizational..., Training, Relocation, Banking, Real Property, Mortgage Lending, Investment Properties, Property, Referrals, Investors, Sales, Management, Foreclosures, New Home Sales, Property Management, Buyer Representation, Home Staging, Seniors, Single Family Homes, Rentals
Education
University of Bridgeport 2003 — 2008
Master of Science, Counseling and Human Resource Management
University of Bridgeport
MASTER OF SCIENCE; BACHELOR OF SCIENCE, COUNSELING & HUMAN RESOURCES; BUSINESS ADMINISTRATION
Nicole Magagnin's New York Life Insurance Company Experience March 2011 - January 2013
Job I work with dead presidents
Industry Banking
Experience
Wells Fargo July 2015 - Present
Bank of America Merchant Services April 2014 - March 2015
Wells Fargo May 2013 - April 2014
New York Life Insurance Company March 2011 - January 2013
AT&T Mobility December 2004 - March 2011
P.C. Richard & Sons August 2003 - December 2004
Skills
Sales, Sales Management, Fixed Annuities, Insurance, Small Business, Management, Telecommunications, Customer Service, New Business Development, Team Building, Strategic Planning, Retail, Direct Sales, Account Management, Customer Retention, Time Management, Leadership, Customer Satisfaction, Leadership Development, Cold Calling, Recruiting, Selling
Education
University of Bridgeport 2010 — 2013
BS, Business Management
Housatonic Community College 2009 — 2010
Associates, Business Management
Wells Fargo July 2015 - Present
Bank of America Merchant Services April 2014 - March 2015
Wells Fargo May 2013 - April 2014
New York Life Insurance Company March 2011 - January 2013
AT&T Mobility December 2004 - March 2011
P.C. Richard & Sons August 2003 - December 2004
Skills
Sales, Sales Management, Fixed Annuities, Insurance, Small Business, Management, Telecommunications, Customer Service, New Business Development, Team Building, Strategic Planning, Retail, Direct Sales, Account Management, Customer Retention, Time Management, Leadership, Customer Satisfaction, Leadership Development, Cold Calling, Recruiting, Selling
Education
University of Bridgeport 2010 — 2013
BS, Business Management
Housatonic Community College 2009 — 2010
Associates, Business Management
Maya Solo's New York Life Insurance Company Experience June 2012 - Present
Job Associate General Counsel Real Estate
Industry Law Practice
Experience
New York Life Insurance Company June 2012 - Present
McMorgan & Company LLC August 2007 - June 2012
Heller Ehrman LLP September 2002 - August 2007
U.S. Dept. of Education, Office of Civil Rights 2001 - 2002
Hanson Bridgett Marcus Vlahos & Rudy 1999 - 2001
Education
University of California, Berkeley 1996 — 1999
JD
University of California, Santa Cruz 1992 — 1995
Bachelor of Arts (B.A.), History
New York Life Insurance Company June 2012 - Present
McMorgan & Company LLC August 2007 - June 2012
Heller Ehrman LLP September 2002 - August 2007
U.S. Dept. of Education, Office of Civil Rights 2001 - 2002
Hanson Bridgett Marcus Vlahos & Rudy 1999 - 2001
Education
University of California, Berkeley 1996 — 1999
JD
University of California, Santa Cruz 1992 — 1995
Bachelor of Arts (B.A.), History
Brian D. Nguyen, CFP®'s New York Life Insurance Company Experience December 2007 - December 2010
Job Financial Advisor with Sorrento Pacific Financial LLC at FB Financial Services, A Division of Fremont Bank
Industry Financial Services
Experience
Sorrento Pacific Financial LLC; FB Financial Services, A Division of Fremont Bank December 2010 - Present
New York Life Insurance Company December 2007 - December 2010
Skills
Investments, Financial Services, Finance, Financial Risk, FINRA, Retirement Planning, Fixed Annuities, Mutual Funds, Strategic Financial..., Estate Planning, Wealth Management, Series 63, Health Insurance, Retirement, Wealth Accumulation
Education
University of California, Davis 2005 — 2007
B.S., Managerial Economics
Sorrento Pacific Financial LLC; FB Financial Services, A Division of Fremont Bank December 2010 - Present
New York Life Insurance Company December 2007 - December 2010
Skills
Investments, Financial Services, Finance, Financial Risk, FINRA, Retirement Planning, Fixed Annuities, Mutual Funds, Strategic Financial..., Estate Planning, Wealth Management, Series 63, Health Insurance, Retirement, Wealth Accumulation
Education
University of California, Davis 2005 — 2007
B.S., Managerial Economics
Gina M. Cromwell's New York Life Insurance Company Experience June 2004 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC June 2004 - Present
New York Life Insurance Company June 2004 - Present
National Association of Insurance and Financial Advisors January 2008 - January 2009
BNI, Arkansas January 2007 - January 2009
CAD-SCAN, Inc. January 1989 - June 2004
Skills
Retirement, Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Annuity Sales, Whole Life Insurance
Education
University of Arkansas at Little Rock 1979 — 1983
Emmerich Manual High School 1975 — 1979
NYLIFE Securities LLC June 2004 - Present
New York Life Insurance Company June 2004 - Present
National Association of Insurance and Financial Advisors January 2008 - January 2009
BNI, Arkansas January 2007 - January 2009
CAD-SCAN, Inc. January 1989 - June 2004
Skills
Retirement, Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Annuity Sales, Whole Life Insurance
Education
University of Arkansas at Little Rock 1979 — 1983
Emmerich Manual High School 1975 — 1979
Thomas Aguna's New York Life Insurance Company Experience June 2008 - September 2009
Job Client Associate, J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2015 - Present
JPMorgan Chase Bank N.A. October 2009 - Present
New York Life Insurance Company June 2008 - September 2009
Greenbridge Commercial Group July 2007 - December 2007
Merrill Lynch September 2006 - December 2006
Education
University of California, Riverside 2002 — 2006
Bachelors or Arts, Business Economics
J.P. Morgan April 2015 - Present
JPMorgan Chase Bank N.A. October 2009 - Present
New York Life Insurance Company June 2008 - September 2009
Greenbridge Commercial Group July 2007 - December 2007
Merrill Lynch September 2006 - December 2006
Education
University of California, Riverside 2002 — 2006
Bachelors or Arts, Business Economics
Antoinette Morales-Mata's New York Life Insurance Company Experience March 2006 - March 2007
Job Inside Sales Manager
Industry Electrical/Electronic Manufacturing
Experience
Christie Digital Systems USA Inc November 2009 - Present
Visual i Solutions March 2008 - August 2009
The Guardian Life Insurance Company of America March 2007 - October 2007
New York Life Insurance Company March 2006 - March 2007
Hendrickson Bros November 2000 - March 2006
Tanaka Enterprises Inc June 1988 - October 2000
Skills
Customer Service, Management, Sales, Sales Operations, Time Management, Sales Management, New Business Development, Sound, Project Management, Budget Process, Product Marketing, Trade Shows, Account Management, Marketing Strategy, Team Building, Microsoft Excel, CRM, MBA, Business Development
Education
University of Phoenix 2002 — 2004
MBA, Global Management
University of California, Riverside 1987 — 1993
BA, Mathematics
Christie Digital Systems USA Inc November 2009 - Present
Visual i Solutions March 2008 - August 2009
The Guardian Life Insurance Company of America March 2007 - October 2007
New York Life Insurance Company March 2006 - March 2007
Hendrickson Bros November 2000 - March 2006
Tanaka Enterprises Inc June 1988 - October 2000
Skills
Customer Service, Management, Sales, Sales Operations, Time Management, Sales Management, New Business Development, Sound, Project Management, Budget Process, Product Marketing, Trade Shows, Account Management, Marketing Strategy, Team Building, Microsoft Excel, CRM, MBA, Business Development
Education
University of Phoenix 2002 — 2004
MBA, Global Management
University of California, Riverside 1987 — 1993
BA, Mathematics
Allyson Spielman's New York Life Insurance Company Experience November 2009 - May 2011
Job Health Plan Advisor at Anthem Blue Cross
Industry Insurance
Experience
Anthem July 2013 - Present
Wells Fargo April 2012 - April 2013
New York Life Insurance Company November 2009 - May 2011
The Law Collaborative Los Angeles July 2010 - November 2010
Cypress Retail Group October 2007 - April 2008
Pacifica Direct Mortgage February 2007 - October 2007
Prudential Real Estate November 2003 - February 2007
Skills
Customer Service, Microsoft Office, Sales, Marketing, Public Speaking, Financial Analysis, Finance, Time Management, Negotiation, Insurance
Education
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
Anthem July 2013 - Present
Wells Fargo April 2012 - April 2013
New York Life Insurance Company November 2009 - May 2011
The Law Collaborative Los Angeles July 2010 - November 2010
Cypress Retail Group October 2007 - April 2008
Pacifica Direct Mortgage February 2007 - October 2007
Prudential Real Estate November 2003 - February 2007
Skills
Customer Service, Microsoft Office, Sales, Marketing, Public Speaking, Financial Analysis, Finance, Time Management, Negotiation, Insurance
Education
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
April Weeks's New York Life Insurance Company Experience May 1996 - October 1998
Job Marketing at Tony La Russa's Animal Rescue Foundation
Industry Nonprofit Organization Management
Experience
Tony La Russa's Animal Rescue Foundation August 2003 - Present
Paradigm Management Services October 1998 - July 2002
New York Life Insurance Company May 1996 - October 1998
Skills
Photoshop, InDesign, QuarkXPress, Non-profits, Fundraising, Blogging, Editing, Technical Support, Network Administration, Layout, Graphic Design, Nonprofits, Newsletters, Facebook, Social Media
Education
UC Berkeley
Tony La Russa's Animal Rescue Foundation August 2003 - Present
Paradigm Management Services October 1998 - July 2002
New York Life Insurance Company May 1996 - October 1998
Skills
Photoshop, InDesign, QuarkXPress, Non-profits, Fundraising, Blogging, Editing, Technical Support, Network Administration, Layout, Graphic Design, Nonprofits, Newsletters, Facebook, Social Media
Education
UC Berkeley
John R. Murphy's New York Life Insurance Company Experience 1975 - 1988
Job Attorney/Consultant
Industry Legal Services
Experience
J Murphy, Esq. April 2013 - Present
Metropolitan Life Insurance Company March 2006 - April 2013
Stroock & Stroock & Lavan, LLP 1992 - 2006
Law Department of the City of New York 1988 - 1991
New York Life Insurance Company 1975 - 1988
Skills
Insurance, Licensing, Insurance Law, Compliance, Abandoned Property, Offshore Insurer..., Reinsurance, Claim, Mergers & Acquisitions, ERISA, Intellectual Property, Health Insurance, Trade Secrets, Class Actions, Civil Litigation, Commercial Litigation, Life Insurance, Arbitration, Property, Litigation, Privacy Law, Product Liability, Employee Benefits, Employment Law, Corporate Governance, Appeals, Corporate Law, Litigation Management, Legal Writing, Legal Research, Fixed Annuities, Mediation, Legal Compliance, Dispute Resolution, Securities, Legal Assistance, Litigation Support, Policy, Estate Planning, Joint Ventures, Trials, Liability, Bankruptcy, Trademarks, Document Review, Courts, International Law, Legal Advice, Personal Injury, Copyright Law
Education
New York University School of Law
Master of Laws (General)
Saint John's University School of Law
Juris Doctor, Law
University of Bridgeport 1967 — 1971
MS, Guidance Counseling
University of Bridgeport, CT 1962 — 1967
BS, Secondary Education
J Murphy, Esq. April 2013 - Present
Metropolitan Life Insurance Company March 2006 - April 2013
Stroock & Stroock & Lavan, LLP 1992 - 2006
Law Department of the City of New York 1988 - 1991
New York Life Insurance Company 1975 - 1988
Skills
Insurance, Licensing, Insurance Law, Compliance, Abandoned Property, Offshore Insurer..., Reinsurance, Claim, Mergers & Acquisitions, ERISA, Intellectual Property, Health Insurance, Trade Secrets, Class Actions, Civil Litigation, Commercial Litigation, Life Insurance, Arbitration, Property, Litigation, Privacy Law, Product Liability, Employee Benefits, Employment Law, Corporate Governance, Appeals, Corporate Law, Litigation Management, Legal Writing, Legal Research, Fixed Annuities, Mediation, Legal Compliance, Dispute Resolution, Securities, Legal Assistance, Litigation Support, Policy, Estate Planning, Joint Ventures, Trials, Liability, Bankruptcy, Trademarks, Document Review, Courts, International Law, Legal Advice, Personal Injury, Copyright Law
Education
New York University School of Law
Master of Laws (General)
Saint John's University School of Law
Juris Doctor, Law
University of Bridgeport 1967 — 1971
MS, Guidance Counseling
University of Bridgeport, CT 1962 — 1967
BS, Secondary Education
Anthony Vitulli's New York Life Insurance Company Experience July 2005 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2005 - Present
AJVitulli Professional Law Corporation February 2002 - October 2005
Law Offices of Anthony J. Vitulli May 1992 - February 2002
Skills
Retirement, Fixed Annuities, Mutual Funds, Life Insurance, Long-term Care, Wealth, Retirement Planning, IRAs, Estate Planning, Securities, Series 63, Investments, Series 7, Disability Insurance, Strategic Financial..., Variable Annuities, 401k, Financial Services
Education
Western State University College of Law
Doctor of Law (J.D.), Law
University of California, Riverside
Bachelor of Science (BS), Economics
University of California, Riverside
Bachelor of Science (B.S.), Political Science and Government
New York Life Insurance Company July 2005 - Present
AJVitulli Professional Law Corporation February 2002 - October 2005
Law Offices of Anthony J. Vitulli May 1992 - February 2002
Skills
Retirement, Fixed Annuities, Mutual Funds, Life Insurance, Long-term Care, Wealth, Retirement Planning, IRAs, Estate Planning, Securities, Series 63, Investments, Series 7, Disability Insurance, Strategic Financial..., Variable Annuities, 401k, Financial Services
Education
Western State University College of Law
Doctor of Law (J.D.), Law
University of California, Riverside
Bachelor of Science (BS), Economics
University of California, Riverside
Bachelor of Science (B.S.), Political Science and Government
James Dauphinee's New York Life Insurance Company Experience May 2008 - May 2009
Job Remediation Manager at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase September 2009 - Present
New York Life Insurance Company May 2008 - May 2009
United Lenders Group May 2007 - May 2008
Sierra Valley Financial Services February 2005 - May 2007
Skills
Retirement Planning, Sales Operations, Leadership, Insurance, Financial Analysis, Strategy, Banking, Investments, Networking, Business Analysis, Customer Service, Credit, Time Management, Finance, Loans, Management, Sales, Project Management
Education
University of California, Davis 2001 — 2004
Bachelor's, Managerial Economics
JP Morgan Chase September 2009 - Present
New York Life Insurance Company May 2008 - May 2009
United Lenders Group May 2007 - May 2008
Sierra Valley Financial Services February 2005 - May 2007
Skills
Retirement Planning, Sales Operations, Leadership, Insurance, Financial Analysis, Strategy, Banking, Investments, Networking, Business Analysis, Customer Service, Credit, Time Management, Finance, Loans, Management, Sales, Project Management
Education
University of California, Davis 2001 — 2004
Bachelor's, Managerial Economics
John Pak's New York Life Insurance Company Experience May 2009 - March 2010
Job Senior Fund Accountant at SS&C GlobeOp (CPA Candidate)
Industry Accounting
Experience
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
Curtis Wilkerson, CLU®, ChFC®, CSA's New York Life Insurance Company Experience February 1980 - February 1991
Job Vice President, Life, Long Term Care, Annuity, and Disability divisions at PSA Financial Center
Industry Insurance
Experience
PSA Financial Center August 1995 - Present
Jefferson Pilot Financial February 1991 - August 1995
New York Life Insurance Company February 1980 - February 1991
Skills
Retirement, Disability Insurance, Insurance, Employee Benefits, Estate Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Underwriting, 401k, Guaranteed Lifetime..., Irrevocable Life..., Pensions, Financial Services, AMS360, Risk Management, Sales Management, Estate Preservation, Income for Life, Tax-advantaged..., Equity Indexed Annuities, Mergers & Acquisitions, Property & Casualty..., Voluntary Employee..., Life Insurance, Mutual Funds, Financial Planning, Long-term Care, Health Insurance
Education
University of Baltimore
PSA Financial Center August 1995 - Present
Jefferson Pilot Financial February 1991 - August 1995
New York Life Insurance Company February 1980 - February 1991
Skills
Retirement, Disability Insurance, Insurance, Employee Benefits, Estate Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Underwriting, 401k, Guaranteed Lifetime..., Irrevocable Life..., Pensions, Financial Services, AMS360, Risk Management, Sales Management, Estate Preservation, Income for Life, Tax-advantaged..., Equity Indexed Annuities, Mergers & Acquisitions, Property & Casualty..., Voluntary Employee..., Life Insurance, Mutual Funds, Financial Planning, Long-term Care, Health Insurance
Education
University of Baltimore
Jessica Wightman's New York Life Insurance Company Experience June 2010 - January 2011
Job International Trade Compliance Analyst
Industry Defense & Space
Experience
Northrop Grumman Corporation September 2013 - Present
TRACE International, Inc. March 2013 - August 2013
TRACE International, Inc. January 2011 - March 2013
New York Life Insurance Company June 2010 - January 2011
Education
York College of Pennsylvania 2006 — 2009
Bachelor of Arts (B.A.), Political Science
University of Baltimore
Master's Degree, Global Affairs
Northrop Grumman Corporation September 2013 - Present
TRACE International, Inc. March 2013 - August 2013
TRACE International, Inc. January 2011 - March 2013
New York Life Insurance Company June 2010 - January 2011
Education
York College of Pennsylvania 2006 — 2009
Bachelor of Arts (B.A.), Political Science
University of Baltimore
Master's Degree, Global Affairs
Christopher Molley's New York Life Insurance Company Experience May 2011 - Present
Job Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company May 2011 - Present
Education
UC Irvine 1999 — 2002
M.F.A, Stage Management and Production
CSU Fresno 1992 — 1998
B.A., English
New York Life Insurance Company May 2011 - Present
Education
UC Irvine 1999 — 2002
M.F.A, Stage Management and Production
CSU Fresno 1992 — 1998
B.A., English
Grant Parker Redmond, III'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
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, Insurance, IRA Rollovers, Key Person Insurance, Lead Generation, Licensed Life & Health..., Licensed in Long Term..., Life Insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Networking, Personal Finance, Public Speaking, Retirement Planning, Risk Management, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Financial Services, Strategic Financial..., IRAs, Fixed Annuities, Small Business, Mutual Funds, Investments, Life Insurance
Education
University of California, Los Angeles 2000 — 2004
International Development Economics
George Washington Preparatory High School
New York Life Insurance Company 2013 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, Insurance, IRA Rollovers, Key Person Insurance, Lead Generation, Licensed Life & Health..., Licensed in Long Term..., Life Insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Networking, Personal Finance, Public Speaking, Retirement Planning, Risk Management, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Workshop Facilitation, Financial Services, Strategic Financial..., IRAs, Fixed Annuities, Small Business, Mutual Funds, Investments, Life Insurance
Education
University of California, Los Angeles 2000 — 2004
International Development Economics
George Washington Preparatory High School
Jonathan Caballero's New York Life Insurance Company Experience October 2009 - June 2010
Job Associate at Donovan & Rainie, LLC
Industry Law Practice
Experience
Donovan & Rainie, LLC January 2015 - Present
Donovan & Rainie, LLC August 2013 - May 2014
Baltimore City Law Department June 2013 - August 2013
Maryland Department of Business and Economic Development January 2013 - April 2013
Hon. Alexander Wright, Jr. September 2012 - December 2012
Commodity Futures Trading Commission May 2012 - August 2012
New York Life Insurance Company October 2009 - June 2010
Merrill Lynch May 2007 - August 2007
Auerbach Grayson January 2007 - May 2007
Skills
Litigation, Courts, Policy, Appeals, Document Review, Research, Motions, Editing, Legislation, Press Releases, Legal Research, Legal Writing, Investigation, Public Policy, Policy Analysis, Mediation, Government, Corporate Governance, Proofreading, Politics, Securities Regulation, Securities Litigation, Due Diligence
Education
University of Baltimore School of Law 2011 — 2014
Juris Doctor, Alumnus
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Marketing, Latino Studies
Bishop O'Connell
Bishop O'Connell
Donovan & Rainie, LLC January 2015 - Present
Donovan & Rainie, LLC August 2013 - May 2014
Baltimore City Law Department June 2013 - August 2013
Maryland Department of Business and Economic Development January 2013 - April 2013
Hon. Alexander Wright, Jr. September 2012 - December 2012
Commodity Futures Trading Commission May 2012 - August 2012
New York Life Insurance Company October 2009 - June 2010
Merrill Lynch May 2007 - August 2007
Auerbach Grayson January 2007 - May 2007
Skills
Litigation, Courts, Policy, Appeals, Document Review, Research, Motions, Editing, Legislation, Press Releases, Legal Research, Legal Writing, Investigation, Public Policy, Policy Analysis, Mediation, Government, Corporate Governance, Proofreading, Politics, Securities Regulation, Securities Litigation, Due Diligence
Education
University of Baltimore School of Law 2011 — 2014
Juris Doctor, Alumnus
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Marketing, Latino Studies
Bishop O'Connell
Bishop O'Connell
Sean Darnell's New York Life Insurance Company Experience 2010 - Present
Job Financial Services Advisor
Industry Financial Services
Experience
New York Life Insurance Company 2010 - Present
Education
University of Arkansas at Little Rock
BA, Economics & Political Science
New York Life Insurance Company 2010 - Present
Education
University of Arkansas at Little Rock
BA, Economics & Political Science
Ann Marie Lang's New York Life Insurance Company Experience 2009 - Present
Job Financial Adviser with Eagle Strategies LLC helping businesses and families create and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company 2009 - Present
Ameriprise Financial 2007 - 2009
Skills
Retirement Planning, Variable Annuities, Strategic Financial..., Retirement, Fixed Annuities
Education
University of California, Irvine 1987 — 1990
Bachelor
New York Life Insurance Company 2009 - Present
Ameriprise Financial 2007 - 2009
Skills
Retirement Planning, Variable Annuities, Strategic Financial..., Retirement, Fixed Annuities
Education
University of California, Irvine 1987 — 1990
Bachelor
Lynda Shim, LUTCF's New York Life Insurance Company Experience January 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
inVentiv Health April 2007 - December 2009
ConferenceDirect February 2003 - April 2007
Skills
Strategic Financial..., Retirement Planning, Sales
Education
University of California, Irvine 1987 — 1992
BA, Economics, Political Science, Psychology
New York Life Insurance Company January 2010 - Present
inVentiv Health April 2007 - December 2009
ConferenceDirect February 2003 - April 2007
Skills
Strategic Financial..., Retirement Planning, Sales
Education
University of California, Irvine 1987 — 1992
BA, Economics, Political Science, Psychology
Lori Daniel's New York Life Insurance Company Experience January 2015 - Present
Job Dedicated Agent at New York Life Insurance Company helping families and businesses in Nevada and California.
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Reno Sparks Chamber of Commerce 2012 - 2015
Reno Sparks Chamber of Commerce 2012 - 2015
Reno Sparks Chamber of Commerce 2012 - 2015
Paychex April 2013 - November 2014
Intuit 2005 - 2012
WellPoint January 1985 - June 1998
Skills
Sales Management, Direct Sales, Call Center Inside Sales, B2B, Sales Operations, Channel Partners, Customer Acquisition, Cross-functional Team..., Budgets, Cold Calling, Selling, Call Centers, Customer Service, Coaching, Management, Insurance, Small Business, Customer Retention, Customer Satisfaction, Human Resources, Team Building, Leadership, Customer Experience, Training, Outsourcing, Payroll, Employee Benefits
Education
UCLA
Corvallis High School
St Elizabeth's Elementary School
New York Life Insurance Company January 2015 - Present
Reno Sparks Chamber of Commerce 2012 - 2015
Reno Sparks Chamber of Commerce 2012 - 2015
Reno Sparks Chamber of Commerce 2012 - 2015
Paychex April 2013 - November 2014
Intuit 2005 - 2012
WellPoint January 1985 - June 1998
Skills
Sales Management, Direct Sales, Call Center Inside Sales, B2B, Sales Operations, Channel Partners, Customer Acquisition, Cross-functional Team..., Budgets, Cold Calling, Selling, Call Centers, Customer Service, Coaching, Management, Insurance, Small Business, Customer Retention, Customer Satisfaction, Human Resources, Team Building, Leadership, Customer Experience, Training, Outsourcing, Payroll, Employee Benefits
Education
UCLA
Corvallis High School
St Elizabeth's Elementary School
Daniel Kuo's New York Life Insurance Company Experience April 2010 - March 2013
Job Vice President at Shangcheng USA Corporation
Industry Real Estate
Experience
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Doug Homeyer's New York Life Insurance Company Experience AdvisorHomeyer InsuranceApril 1984 - April 2014
Job Homeyer InsuranceAdvisor
Industry Financial Services
Experience
New York Life Insurance Company AdvisorHomeyer InsuranceApril 1984 - April 2014
Education
University of Arkansas at Little Rock 1989 — 1993
Bachelor's Degree, Finance
New York Life Insurance Company AdvisorHomeyer InsuranceApril 1984 - April 2014
Education
University of Arkansas at Little Rock 1989 — 1993
Bachelor's Degree, Finance
Bill Dubs's New York Life Insurance Company Experience August 2012 - Present
Job Systems Administrator at New York Life
Industry Insurance
Experience
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company June 2011 - August 2012
Under Armour April 2008 - June 2011
Education
University of Baltimore
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company June 2011 - August 2012
Under Armour April 2008 - June 2011
Education
University of Baltimore
Bruce Mishkin's New York Life Insurance Company Experience June 2013 - Present
Job Designer at New York Life Insurance Company
Industry Graphic Design
Experience
New York Life Insurance Company June 2013 - Present
Mishkin Graphics 2012 - 2013
Cosgrove Associates 2001 - 2012
Wish Communications 1999 - 2001
Skills
Adobe Creative Suite, InDesign, Photoshop, High-end Retouching, Illustrator, Dreamweaver, Adobe Acrobat, Image Purchasing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Graphics, Art Direction, Typography, Advertising
Education
UCLA
Bachelor's degree, History
New York Life Insurance Company June 2013 - Present
Mishkin Graphics 2012 - 2013
Cosgrove Associates 2001 - 2012
Wish Communications 1999 - 2001
Skills
Adobe Creative Suite, InDesign, Photoshop, High-end Retouching, Illustrator, Dreamweaver, Adobe Acrobat, Image Purchasing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Graphics, Art Direction, Typography, Advertising
Education
UCLA
Bachelor's degree, History
Bryan Dopp's New York Life Insurance Company Experience March 2013 - December 2013
Job Teacher; Mortgage Banker at Envoy Mortgage
Industry Banking
Experience
Envoy Mortgage May 2015 - Present
Continuity Control November 2014 - Present
New York Life Insurance Company March 2013 - December 2013
Xavier College Preparatory August 2009 - June 2011
Holy Family HIgh School August 2007 - June 2009
Skills
Teaching, Public Speaking, Writing, Research, History, Community Outreach, Nonprofits, Editing, Politics, Government, Fundraising, Curriculum Design, Mortgage Lending, Reverse Mortgages
Education
Chapman University 2005 — 2007
Secondary Education Credential Program (Social Studies)
University of California, Riverside 1997 — 2003
BA, Political Science and History, U.S. History; U.S. National and Local Politics/Government
Envoy Mortgage May 2015 - Present
Continuity Control November 2014 - Present
New York Life Insurance Company March 2013 - December 2013
Xavier College Preparatory August 2009 - June 2011
Holy Family HIgh School August 2007 - June 2009
Skills
Teaching, Public Speaking, Writing, Research, History, Community Outreach, Nonprofits, Editing, Politics, Government, Fundraising, Curriculum Design, Mortgage Lending, Reverse Mortgages
Education
Chapman University 2005 — 2007
Secondary Education Credential Program (Social Studies)
University of California, Riverside 1997 — 2003
BA, Political Science and History, U.S. History; U.S. National and Local Politics/Government
Alex Solis's New York Life Insurance Company Experience March 2015 - Present
Job Service Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company November 2014 - March 2015
California Business Roundtable March 2014 - June 2014
ASUCD Unitrans April 2013 - June 2014
ASUCD Unitrans May 2012 - March 2013
City of Los Angeles June 2011 - September 2011
Variety Boys and Girls Club January 2008 - September 2010
District Attorney County of Los Angeles March 2009 - May 2009
Skills
Payroll, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Program Management, Research, Microsoft Office, Customer Service, Time Management, Teamwork, Leadership
Education
University of California, Los Angeles
Accounting and Finance
University of California, Davis 2010 — 2014
Bachelor's Degree, Political Science
UC Center Sacramento
Public Policy
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company November 2014 - March 2015
California Business Roundtable March 2014 - June 2014
ASUCD Unitrans April 2013 - June 2014
ASUCD Unitrans May 2012 - March 2013
City of Los Angeles June 2011 - September 2011
Variety Boys and Girls Club January 2008 - September 2010
District Attorney County of Los Angeles March 2009 - May 2009
Skills
Payroll, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Program Management, Research, Microsoft Office, Customer Service, Time Management, Teamwork, Leadership
Education
University of California, Los Angeles
Accounting and Finance
University of California, Davis 2010 — 2014
Bachelor's Degree, Political Science
UC Center Sacramento
Public Policy
Yantu (Brian) Zhang's New York Life Insurance Company Experience June 2013 - September 2013
Job Student at University of California, Los Angeles
Industry Financial Services
Experience
UCLA Summer AnalystCICCJune 2014 - August 2014
New York Life Insurance Company June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, Customer Service
Education
University of California, Los Angeles
Bachelor of Science (BSc), Applied Mathematics and Economics
UCLA Summer AnalystCICCJune 2014 - August 2014
New York Life Insurance Company June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, Customer Service
Education
University of California, Los Angeles
Bachelor of Science (BSc), Applied Mathematics and Economics
Mamta Kapadia's New York Life Insurance Company Experience May 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2011 - Present
Internal Revenue Service July 1987 - January 2011
Education
University of Arkansas at Little Rock 1982 — 1985
Masters of Science, Accounting
Bombay University 1967 — 1972
Bachelor of Science (BS), Accounting
New York Life Insurance Company May 2011 - Present
Internal Revenue Service July 1987 - January 2011
Education
University of Arkansas at Little Rock 1982 — 1985
Masters of Science, Accounting
Bombay University 1967 — 1972
Bachelor of Science (BS), Accounting
Ralph E. Stolze's New York Life Insurance Company Experience 2001 - 2007
Job Financial Professional at National Financial Services Group
Industry Insurance
Experience
National Financial Services Group October 2012 - Present
AXA June 2007 - May 2009
New York Life Insurance Company 2001 - 2007
Skills
Fixed Annuities, Insurance Strategies, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
University of Bridgeport 1965 — 1968
Bachelor's Degree, History
The College of William and Mary 1960 — 1965
Bachelor of Arts (BA), History
National Financial Services Group October 2012 - Present
AXA June 2007 - May 2009
New York Life Insurance Company 2001 - 2007
Skills
Fixed Annuities, Insurance Strategies, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
University of Bridgeport 1965 — 1968
Bachelor's Degree, History
The College of William and Mary 1960 — 1965
Bachelor of Arts (BA), History
Glenn Terrones's New York Life Insurance Company Experience July 2009 - October 2013
Job Estate Planning Attorneys
Industry Law Practice
Experience
Self-employed ProprietorGlenn M. Terrones Professional CorporationJanuary 1986 - Present
Glenn M. Terrones Professional Corporation January 1986 - Present
New York Life Insurance Company July 2009 - October 2013
Skills
Fixed Annuities, Financial Planning
Education
University of California, Berkeley 1979 — 1982
Juris Doctor, Law
University of Pennsylvania 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters
Self-employed ProprietorGlenn M. Terrones Professional CorporationJanuary 1986 - Present
Glenn M. Terrones Professional Corporation January 1986 - Present
New York Life Insurance Company July 2009 - October 2013
Skills
Fixed Annuities, Financial Planning
Education
University of California, Berkeley 1979 — 1982
Juris Doctor, Law
University of Pennsylvania 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters