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.
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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
Nicolay Wiborg Nicolay Wiborg's New York Life Insurance Company Experience June 2015 - Present
Job Agent at New York Life Insurance Company helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
Farmers Insurance Group of Companies March 2015 - June 2015
California K9 Solutions December 2011 - August 2014
The Lumber Baron May 2010 - November 2011
Bay View Settlements February 2007 - April 2010
Skills
Customer Service, Sales, Management, Business Development, Insurance, Life Insurance, Community Outreach, Youth Mentoring, Strategic Planning, Team Building, Leadership, Public Speaking, Training, High Net Worth..., Financial Analysis, Financial Planning, Risk Management, Asset Protection, Finance, Analysis
Education
University of California, Santa Cruz 1996 — 2000
Bachelor of Arts (B.A.), Community Studies
Berkeley High School 1992 — 1996
New York Life Insurance Company June 2015 - Present
Farmers Insurance Group of Companies March 2015 - June 2015
California K9 Solutions December 2011 - August 2014
The Lumber Baron May 2010 - November 2011
Bay View Settlements February 2007 - April 2010
Skills
Customer Service, Sales, Management, Business Development, Insurance, Life Insurance, Community Outreach, Youth Mentoring, Strategic Planning, Team Building, Leadership, Public Speaking, Training, High Net Worth..., Financial Analysis, Financial Planning, Risk Management, Asset Protection, Finance, Analysis
Education
University of California, Santa Cruz 1996 — 2000
Bachelor of Arts (B.A.), Community Studies
Berkeley High School 1992 — 1996
Yachen Sun's New York Life Insurance Company Experience July 2014 - Present
Job 2nd Generation Financial Services Professional at NYLIFE Securities LLC.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company July 2014 - Present
Delta Sigma Pi January 2012 - May 2012
South Bay Distribution / Logistics February 2010 - September 2010
Transpacific Insurance June 2007 - September 2007
Skills
Retirement Planning, Life Insurance..., Financial Services, 401k Rollovers, IRA Rollovers, Grandchild Gifting, Annuity Sales, Insurance, Supplements to Employee..., Business Exit Strategy, Buy-sell Agreements, Risk Management, Investments, Lifetime Income..., Education Funding..., Key Person Insurance, Wealth Preservation..., Asset Protection, Legacy Planning, Multi-generational..., Licensed in Long Term..., Business Succession...
Education
University of California, San Diego - The Rady School of Management 2007 — 2014
B.A., Economics
American University of Rome 2012 — 2012
Economics
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company July 2014 - Present
Delta Sigma Pi January 2012 - May 2012
South Bay Distribution / Logistics February 2010 - September 2010
Transpacific Insurance June 2007 - September 2007
Skills
Retirement Planning, Life Insurance..., Financial Services, 401k Rollovers, IRA Rollovers, Grandchild Gifting, Annuity Sales, Insurance, Supplements to Employee..., Business Exit Strategy, Buy-sell Agreements, Risk Management, Investments, Lifetime Income..., Education Funding..., Key Person Insurance, Wealth Preservation..., Asset Protection, Legacy Planning, Multi-generational..., Licensed in Long Term..., Business Succession...
Education
University of California, San Diego - The Rady School of Management 2007 — 2014
B.A., Economics
American University of Rome 2012 — 2012
Economics
Eugene Le's New York Life Insurance Company Experience July 2013 - April 2014
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Tennis On the Run 2008 - Present
New York Life Insurance Company July 2013 - April 2014
Skills
Sports Management, Sports, Athletics, Sports Marketing, Sports Coaching, Coaching, Event Planning, Event Management, Public Speaking, Fitness, Athletic Training, Teaching, Social Media, Soccer, Research, 401k Rollovers, Annuity Sales, Licensed Life Insurance..., Retirement Planning, Protection..., Retirement, Insurance, Finance, College Savings Plans, Permanent Life Insurance, Roth IRA, Tennis, IRAs
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Wells Fargo December 2014 - Present
Tennis On the Run 2008 - Present
New York Life Insurance Company July 2013 - April 2014
Skills
Sports Management, Sports, Athletics, Sports Marketing, Sports Coaching, Coaching, Event Planning, Event Management, Public Speaking, Fitness, Athletic Training, Teaching, Social Media, Soccer, Research, 401k Rollovers, Annuity Sales, Licensed Life Insurance..., Retirement Planning, Protection..., Retirement, Insurance, Finance, College Savings Plans, Permanent Life Insurance, Roth IRA, Tennis, IRAs
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Garris Yeung's New York Life Insurance Company Experience June 2009 - May 2010
Job City Manager at FiveStars
Industry Marketing and Advertising
Experience
FiveStars December 2014 - Present
FiveStars January 2013 - Present
Mosaic Sales Solutions July 2012 - January 2013
Naviron May 2012 - January 2013
Rice McVaney Communications June 2011 - May 2012
Rice McVaney Communications August 2010 - July 2011
University of California, Riverside April 2010 - July 2011
MarketStar on behalf of Sony September 2009 - January 2011
New York Life Insurance Company June 2009 - May 2010
Unger Fabrik, LLC June 2007 - September 2007
Skills
Event Management, Seminar Marketing, SPSS, Marketing Event Planning, Retail Marketing, Retail Sales Experience, Creative Briefs, Targeted Advertising, College Recruiting, Multilingual, Student Recruiting, Recruiting, Time Management, Interviews, Marketing, Training, Sales, Promotions, Business Development, Social Media Marketing, Leadership, Cold Calling, Account Management
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2011
B.S., Business Administration - Marketing
FiveStars December 2014 - Present
FiveStars January 2013 - Present
Mosaic Sales Solutions July 2012 - January 2013
Naviron May 2012 - January 2013
Rice McVaney Communications June 2011 - May 2012
Rice McVaney Communications August 2010 - July 2011
University of California, Riverside April 2010 - July 2011
MarketStar on behalf of Sony September 2009 - January 2011
New York Life Insurance Company June 2009 - May 2010
Unger Fabrik, LLC June 2007 - September 2007
Skills
Event Management, Seminar Marketing, SPSS, Marketing Event Planning, Retail Marketing, Retail Sales Experience, Creative Briefs, Targeted Advertising, College Recruiting, Multilingual, Student Recruiting, Recruiting, Time Management, Interviews, Marketing, Training, Sales, Promotions, Business Development, Social Media Marketing, Leadership, Cold Calling, Account Management
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2011
B.S., Business Administration - Marketing
Ashley Rose Wake Ashley Rose Wake's New York Life Insurance Company Experience November 2011 - August 2013
Job RSA & Case Manager at Kaneski Associates Financial & Insurance Services; Poet at rosepoet.com
Industry Financial Services
Experience
Kaneski Associates Financial & Insurance Services August 2013 - Present
Rose Poet November 2010 - Present
New York Life Insurance Company November 2011 - August 2013
First Investors Corporation July 2011 - October 2011
Mrs. Sherrie Reed April 2011 - September 2011
All About Children January 2011 - September 2011
Starbucks January 2011 - July 2011
Wildcat Lounge March 2009 - November 2010
Nordstrom December 2007 - July 2009
Starbucks May 2004 - September 2006
Skills
Insurance, Retirement Planning, Annuities, Mutual Funds, College Savings Plans, Roth IRA, 401k Rollovers, Protection, Estate Planning, Fixed Annuities, Sales, Small Business, Investments, IRAs, Health Insurance, Time Management, Life Insurance, Strategic Financial..., Money, Financial Services, Whole Life, Financial Advisory, Leadership, Securities, Accounting, Loans, 401k, Mortgage Lending, Financial Planners, Variable Annuities, Retirement, Customer Service, Finance, Wealth Management, Long Term Care Insurance, Long-term Care, Personal Finance, Banking, Business, Credit, Wealth Accumulation, Series 63, Term Life Insurance, Employee Benefits, Wealth, Portfolio Management, Teamwork, Data Entry, Asset Management, Financial Analysis
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Feminist Studies
Davis Senior High School 2003 — 2006
Kaneski Associates Financial & Insurance Services August 2013 - Present
Rose Poet November 2010 - Present
New York Life Insurance Company November 2011 - August 2013
First Investors Corporation July 2011 - October 2011
Mrs. Sherrie Reed April 2011 - September 2011
All About Children January 2011 - September 2011
Starbucks January 2011 - July 2011
Wildcat Lounge March 2009 - November 2010
Nordstrom December 2007 - July 2009
Starbucks May 2004 - September 2006
Skills
Insurance, Retirement Planning, Annuities, Mutual Funds, College Savings Plans, Roth IRA, 401k Rollovers, Protection, Estate Planning, Fixed Annuities, Sales, Small Business, Investments, IRAs, Health Insurance, Time Management, Life Insurance, Strategic Financial..., Money, Financial Services, Whole Life, Financial Advisory, Leadership, Securities, Accounting, Loans, 401k, Mortgage Lending, Financial Planners, Variable Annuities, Retirement, Customer Service, Finance, Wealth Management, Long Term Care Insurance, Long-term Care, Personal Finance, Banking, Business, Credit, Wealth Accumulation, Series 63, Term Life Insurance, Employee Benefits, Wealth, Portfolio Management, Teamwork, Data Entry, Asset Management, Financial Analysis
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Feminist Studies
Davis Senior High School 2003 — 2006
Wayne Hubert Wayne Hubert's New York Life Insurance Company Experience March 2005 - April 2006
Job Territory Manager Southern Colorado at Ritchie Bros. Auctioneers
Industry Machinery
Experience
Ritchie Bros. Auctioneers February 2012 - Present
Blue Dot Security Group December 2010 - February 2012
Red Hawk A UTC Fire & Security Company November 2008 - November 2010
Red Hawk, a UTC Fire & Security Company April 2007 - November 2008
Mountain High Appliance April 2006 - February 2007
New York Life Insurance Company March 2005 - April 2006
Thrivent Financial May 1998 - April 2005
Mountain High Appliance April 1993 - November 1997
Skills
Customer Relations, Contract Negotiation, Sales Management, Business Development, Sales, Sales Operations, Project Management, Marketing, Account Management, New Business Development, Direct Sales, Budgets, Selling, Strategic Planning, Team Building, Cold Calling, Sales Presentations, CRM, Retail, Key Account Management, Customer Service, B2B, Sales Process, Forecasting
Education
University of Colorado Boulder 1995 — 1998
B.A., Communication
Aberdeen Central High School
Ritchie Bros. Auctioneers February 2012 - Present
Blue Dot Security Group December 2010 - February 2012
Red Hawk A UTC Fire & Security Company November 2008 - November 2010
Red Hawk, a UTC Fire & Security Company April 2007 - November 2008
Mountain High Appliance April 2006 - February 2007
New York Life Insurance Company March 2005 - April 2006
Thrivent Financial May 1998 - April 2005
Mountain High Appliance April 1993 - November 1997
Skills
Customer Relations, Contract Negotiation, Sales Management, Business Development, Sales, Sales Operations, Project Management, Marketing, Account Management, New Business Development, Direct Sales, Budgets, Selling, Strategic Planning, Team Building, Cold Calling, Sales Presentations, CRM, Retail, Key Account Management, Customer Service, B2B, Sales Process, Forecasting
Education
University of Colorado Boulder 1995 — 1998
B.A., Communication
Aberdeen Central High School
Cole Casteel Cole Casteel's New York Life Insurance Company Experience August 2015 - Present
Job New York Life Intern/ Rockstar College Brand Ambassador/ College Student
Industry Marketing and Advertising
Experience
New York Life Insurance Company August 2015 - Present
Rockstar Energy Drink August 2015 - Present
The AroundCampus Group May 2015 - Present
University of Central Oklahoma August 2012 - Present
ProMineral LLC July 2014 - October 2014
Skills
Event Planning, Customer Service, Microsoft Word, PowerPoint, Social Media, Leadership, Microsoft Office, Public Speaking, Sales, Social Networking
Education
University of Central Oklahoma 2012 — 2013
Marketing/ Professional Sales, Marketing
New York Life Insurance Company August 2015 - Present
Rockstar Energy Drink August 2015 - Present
The AroundCampus Group May 2015 - Present
University of Central Oklahoma August 2012 - Present
ProMineral LLC July 2014 - October 2014
Skills
Event Planning, Customer Service, Microsoft Word, PowerPoint, Social Media, Leadership, Microsoft Office, Public Speaking, Sales, Social Networking
Education
University of Central Oklahoma 2012 — 2013
Marketing/ Professional Sales, Marketing
Christopher Pennell Christopher Pennell's New York Life Insurance Company Experience May 2012 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2012 - Present
The Ligature June 2006 - September 2009
The Ligature September 1994 - June 2006
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Annuity Sales, 401(k) Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Muti-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Contract Negotiation, Sales, Life Insurance, Strategic Planning, Business Development, New Business Development, Investments, Leadership, Marketing, Strategy
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), History
Palisades High School 1984 — 1986
New York Life Insurance Company May 2012 - Present
The Ligature June 2006 - September 2009
The Ligature September 1994 - June 2006
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Annuity Sales, 401(k) Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Muti-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Contract Negotiation, Sales, Life Insurance, Strategic Planning, Business Development, New Business Development, Investments, Leadership, Marketing, Strategy
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), History
Palisades High School 1984 — 1986
Chad Gehrman's New York Life Insurance Company Experience July 2013 - Present
Job Financial Services Professional Providing Client Centered Solutions for Family Finance and Retirement Planning
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
Leegear, LLC June 2011 - June 2013
Russian Connection, LLC November 2007 - June 2013
Clear Water Company March 2003 - November 2005
Project Aid Siberia June 2001 - October 2002
Project Aid Siberia November 1999 - May 2001
Aqua Vitae July 1996 - September 1999
Education
University of St. Thomas - Opus College of Business 2011 — 2011
Project Management
University of Colorado Boulder 1989 — 1994
B.A., Political Science
Wayzata High School 1987 — 1989
Highcroft 1976 — 1980
New York Life Insurance Company July 2013 - Present
Leegear, LLC June 2011 - June 2013
Russian Connection, LLC November 2007 - June 2013
Clear Water Company March 2003 - November 2005
Project Aid Siberia June 2001 - October 2002
Project Aid Siberia November 1999 - May 2001
Aqua Vitae July 1996 - September 1999
Education
University of St. Thomas - Opus College of Business 2011 — 2011
Project Management
University of Colorado Boulder 1989 — 1994
B.A., Political Science
Wayzata High School 1987 — 1989
Highcroft 1976 — 1980
Alicia Stubbs Alicia Stubbs's New York Life Insurance Company Experience December 2011 - Present
Job Finacial Services Professional at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company December 2011 - Present
Kennedy and Coe, LLC January 2007 - May 2011
The Spartan Cafe LLC February 2004 - September 2007
Hwa Davis Construction February 2002 - April 2004
Spartan Cafe, Inc January 2002 - February 2004
Pacific Placement Group October 2000 - October 2001
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., General Ledger, Internal Controls, Financial Statements, Account Reconciliation, Bookkeeping, Financial Accounting, Employee Benefits, Investments, Estate Planning, Retirement Planning, Budgets, GAAP
Education
Wichita State University 2002 — 2007
BA, Accounting
University of California, Santa Cruz 1991 — 1994
BA, Marine Biology
New York Life Insurance Company December 2011 - Present
Kennedy and Coe, LLC January 2007 - May 2011
The Spartan Cafe LLC February 2004 - September 2007
Hwa Davis Construction February 2002 - April 2004
Spartan Cafe, Inc January 2002 - February 2004
Pacific Placement Group October 2000 - October 2001
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., General Ledger, Internal Controls, Financial Statements, Account Reconciliation, Bookkeeping, Financial Accounting, Employee Benefits, Investments, Estate Planning, Retirement Planning, Budgets, GAAP
Education
Wichita State University 2002 — 2007
BA, Accounting
University of California, Santa Cruz 1991 — 1994
BA, Marine Biology
Michelle Nguyen Michelle Nguyen's New York Life Insurance Company Experience June 2012 - April 2013
Job Sales at Zendesk
Industry Public Relations and Communications
Experience
Oracle July 2013 - March 2015
Tapjoy October 2012 - April 2013
New York Life Insurance Company June 2012 - April 2013
Square April 2012 - June 2012
Applied Medical June 2011 - September 2011
Skills
Salesforce.com, Sales, Social Media Marketing, Online Advertising, Public Speaking, Lead Generation, Marketing
Education
University of California, Santa Barbara 2009 — 2013
Oracle July 2013 - March 2015
Tapjoy October 2012 - April 2013
New York Life Insurance Company June 2012 - April 2013
Square April 2012 - June 2012
Applied Medical June 2011 - September 2011
Skills
Salesforce.com, Sales, Social Media Marketing, Online Advertising, Public Speaking, Lead Generation, Marketing
Education
University of California, Santa Barbara 2009 — 2013
Richard Boyd's New York Life Insurance Company Experience April 2014 - Present
Job Dedicated Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
U.S. Bank May 2013 - April 2014
George K. Baum & Company May 2012 - June 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Customer Relations, Financial Services, Insurance, Investments, Licensed Life Insurance..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement Planning, Risk Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
U.S. Bank May 2013 - April 2014
George K. Baum & Company May 2012 - June 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Customer Relations, Financial Services, Insurance, Investments, Licensed Life Insurance..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement Planning, Risk Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Economics
Joshua Dawson's New York Life Insurance Company Experience August 2013 - May 2015
Job Sales Development at Livefyre
Industry Computer Software
Experience
Livefyre May 2015 - Present
New York Life Insurance Company August 2013 - May 2015
Modern Woodmen of America May 2012 - August 2013
Target November 2009 - July 2012
City of Santa Barbara August 2007 - June 2009
City of Santa Barbara August 2006 - June 2007
Skills
Disability Insurance, Estate Planning, Life Insurance, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science
Livefyre May 2015 - Present
New York Life Insurance Company August 2013 - May 2015
Modern Woodmen of America May 2012 - August 2013
Target November 2009 - July 2012
City of Santa Barbara August 2007 - June 2009
City of Santa Barbara August 2006 - June 2007
Skills
Disability Insurance, Estate Planning, Life Insurance, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science
Matt Childers Matt Childers's New York Life Insurance Company Experience April 2011 - July 2012
Job Banking Officer | Credit Analyst at Bank SNB
Industry Banking
Experience
Bank SNB May 2014 - Present
IBC Bank July 2012 - May 2014
New York Life Insurance Company April 2011 - July 2012
First Fidelity Bank December 2007 - April 2011
Skills
Credit Analysis, Commercial Lending, Loan Origination, Credit Risk, Management, Banking, Investments, Investment Banking, Series 6, Series 63, Consumer Lending, Mortgage Lending, Personal Banking, Small Business Lending, Refinance, Employee Training, Underwriting, Financial Services, Financial Analysis
Education
University of Central Oklahoma 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Bank SNB May 2014 - Present
IBC Bank July 2012 - May 2014
New York Life Insurance Company April 2011 - July 2012
First Fidelity Bank December 2007 - April 2011
Skills
Credit Analysis, Commercial Lending, Loan Origination, Credit Risk, Management, Banking, Investments, Investment Banking, Series 6, Series 63, Consumer Lending, Mortgage Lending, Personal Banking, Small Business Lending, Refinance, Employee Training, Underwriting, Financial Services, Financial Analysis
Education
University of Central Oklahoma 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Tim (Timothy) Shrout Tim (Timothy) Shrout's New York Life Insurance Company Experience June 2011 - February 2012
Job Employee Benefits Consultant | Health Insurance Professional | Affordable Care Act Specialist
Industry Financial Services
Experience
Bukaty Companies June 2013 - Present
Saybrus Partners February 2012 - June 2013
New York Life Insurance Company June 2011 - February 2012
New York Life Insurance Company December 2009 - June 2011
Shrout Financial,LLC March 2009 - June 2011
M&I Wealth Management 2008 - 2009
Merrill Lynch 2006 - 2008
Coventry Health Care 2005 - 2006
MC 2004 - 2006
Financial Associates 2003 - 2004
Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources
Education
Central Missouri State University 1987 — 1991
BS, Communications/Broadcasting and Film
Grandview High School 1984 — 1987
DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General
Bukaty Companies June 2013 - Present
Saybrus Partners February 2012 - June 2013
New York Life Insurance Company June 2011 - February 2012
New York Life Insurance Company December 2009 - June 2011
Shrout Financial,LLC March 2009 - June 2011
M&I Wealth Management 2008 - 2009
Merrill Lynch 2006 - 2008
Coventry Health Care 2005 - 2006
MC 2004 - 2006
Financial Associates 2003 - 2004
Skills
Insurance, Retirement Planning, Employee Benefits, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Health Insurance, Marketing, Leadership, Wealth Management, Retirement, Fixed Annuities, Disability Insurance, Financial Planners, Financial Services, Sales, Financial Advisory, Management, Long-term Care, Small Business, 401k, Training, Finance, Estate Planning, Term Life Insurance, Recruiting, Critical Illness, Wealth, Benefits Design, Strategic Planning, Communication Skills, Sales Presentations, Financial Planning, Customer Service, Team Building, Sales Management, Strategy, Marketing Strategy, Consulting, Brokers, Human Resources
Education
Central Missouri State University 1987 — 1991
BS, Communications/Broadcasting and Film
Grandview High School 1984 — 1987
DeVry University's Keller Graduate School of Management-Missouri
Business Administration and Management, General
Ernie Franz Ernie Franz's New York Life Insurance Company Experience June 1963 - June 1969
Job
Industry Financial Services
Experience
Planned Equity Corp January 1974 - Present
Aetna January 1972 - January 1975
New York Life Insurance Company June 1963 - June 1969
Skills
Photoshop, Microsoft Excel, Budgets, Outlook, Microsoft Office, Public Speaking, PowerPoint, Customer Service, Windows, Microsoft Word, Negotiation, Strategic Planning, Editing, C, English, C++, Research, Teaching, HTML, Team Building, Training, Financial Planning, Retirement, Financial Services, Life Insurance, Leadership, Marketing, Insurance
Education
University of Cincinnati College of Business 1958 — 1964
Bachelor of Business Administration (BBA), Marketing
Universit of Cincinnati MBA Economic 1964
Master of Business Administration (MBA), Economics
University of Cincinnati
Master of Business Administration (MBA), Economics
Planned Equity Corp January 1974 - Present
Aetna January 1972 - January 1975
New York Life Insurance Company June 1963 - June 1969
Skills
Photoshop, Microsoft Excel, Budgets, Outlook, Microsoft Office, Public Speaking, PowerPoint, Customer Service, Windows, Microsoft Word, Negotiation, Strategic Planning, Editing, C, English, C++, Research, Teaching, HTML, Team Building, Training, Financial Planning, Retirement, Financial Services, Life Insurance, Leadership, Marketing, Insurance
Education
University of Cincinnati College of Business 1958 — 1964
Bachelor of Business Administration (BBA), Marketing
Universit of Cincinnati MBA Economic 1964
Master of Business Administration (MBA), Economics
University of Cincinnati
Master of Business Administration (MBA), Economics
Tyler Fish's New York Life Insurance Company Experience June 2013 - August 2013
Job Business Development at Impact Radius, Inc.
Industry Marketing and Advertising
Experience
Impact Radius, Inc. June 2014 - Present
Sweet Shop Records December 2013 - June 2014
UC Santa Barbara June 2012 - June 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Email Marketing, Digital Marketing, Marketing, Leadership, Affiliate Marketing, Social Media, Business Development, E-commerce, SaaS, Social Media Marketing, Sales Process, Salesforce.com, Event Planning, Social Networking, Online Advertising, Persistence, Promotions, Creativity, Innovation, Solution Selling, Advertising, Marketing Analytics, Attribution, Mobile marketing, Marketing Strategy, Mobile Marketing
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Communication, General
Impact Radius, Inc. June 2014 - Present
Sweet Shop Records December 2013 - June 2014
UC Santa Barbara June 2012 - June 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Email Marketing, Digital Marketing, Marketing, Leadership, Affiliate Marketing, Social Media, Business Development, E-commerce, SaaS, Social Media Marketing, Sales Process, Salesforce.com, Event Planning, Social Networking, Online Advertising, Persistence, Promotions, Creativity, Innovation, Solution Selling, Advertising, Marketing Analytics, Attribution, Mobile marketing, Marketing Strategy, Mobile Marketing
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Communication, General
Weezie (Mary Louise) Harwood, LUTCF, CLTC Weezie (Mary Louise) Harwood, LUTCF, CLTC's New York Life Insurance Company Experience 2003 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC 2004 - Present
New York Life Insurance Company 2003 - Present
IKON Office Solutions 1980 - 1998
Skills
Fixed Annuities, Long-term Care, Estate Planning, Retirement, Retirement Planning, Long Term Care Insurance, Disability Insurance, Financial Advisory, Financial Planners, Insurance, Securities, Life Insurance, Wealth Management, Finance, IRAs, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Series 6, Roth IRA, 401k, College Savings Plans, Small Business
Education
University of Colorado at Boulder
BA
NYLIFE Securities LLC 2004 - Present
New York Life Insurance Company 2003 - Present
IKON Office Solutions 1980 - 1998
Skills
Fixed Annuities, Long-term Care, Estate Planning, Retirement, Retirement Planning, Long Term Care Insurance, Disability Insurance, Financial Advisory, Financial Planners, Insurance, Securities, Life Insurance, Wealth Management, Finance, IRAs, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Series 6, Roth IRA, 401k, College Savings Plans, Small Business
Education
University of Colorado at Boulder
BA
Curtis Cunningham Curtis Cunningham's New York Life Insurance Company Experience August 2012 - February 2013
Job Internal Wholesaler at Transamerica Capital Inc.
Industry Financial Services
Experience
Transamerica Capital Inc. March 2013 - Present
Columbine High School May 2012 - November 2013
New York Life Insurance Company August 2012 - February 2013
Skills
Financial Services
Education
University of Colorado at Boulder 2008 — 2012
Bachelor's Degree, International Affairs
Columbine High School 2004 — 2008
High School Diploma
Transamerica Capital Inc. March 2013 - Present
Columbine High School May 2012 - November 2013
New York Life Insurance Company August 2012 - February 2013
Skills
Financial Services
Education
University of Colorado at Boulder 2008 — 2012
Bachelor's Degree, International Affairs
Columbine High School 2004 — 2008
High School Diploma
Celina Chow Celina Chow's New York Life Insurance Company Experience June 2013 - September 2013
Job ATS Products/Programs Associate at Adobe
Industry Market Research
Experience
Adobe August 2015 - Present
TED Conferences--TEDxUCSD May 2014 - June 2015
HD Supply June 2014 - September 2014
TED Conferences--TEDxUCSD October 2013 - July 2014
UCSD Undergraduate Investment Society January 2013 - June 2014
New York Life Insurance Company June 2013 - September 2013
SlugBooks August 2012 - October 2012
Skills
Microsoft Excel, Public Speaking, Stata, Data Analysis, Market Research, Marketing Strategy
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of California, San Diego - The Rady School of Management 2011 — 2015
Business Minor--Finance, Marketing dual emphasis
Adobe August 2015 - Present
TED Conferences--TEDxUCSD May 2014 - June 2015
HD Supply June 2014 - September 2014
TED Conferences--TEDxUCSD October 2013 - July 2014
UCSD Undergraduate Investment Society January 2013 - June 2014
New York Life Insurance Company June 2013 - September 2013
SlugBooks August 2012 - October 2012
Skills
Microsoft Excel, Public Speaking, Stata, Data Analysis, Market Research, Marketing Strategy
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of California, San Diego - The Rady School of Management 2011 — 2015
Business Minor--Finance, Marketing dual emphasis
Josh Dichkewich's New York Life Insurance Company Experience June 2012 - Present
Job Financial Service Rep Protecting Your Family, Your Retirement, and Your Future with New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company June 2012 - Present
Hanley Center September 2010 - July 2012
Skills
Retirement Planning, Licensed Life Insurance..., Wealth Protection, Licensed in Long Term..., Financial Servies, Wealth Distribution, IRA Rollovers, 401k Rollovers, Annuity Sales, Business Exit Strategy, Account Management, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Risk Management, Charitable Gift Planning, Supplements to Employee..., Protection..., Creative Problem Solving, Wealth Preservation..., Customer Relations, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Gifting Strategies, Insurance, Investments, Key Person Insurance, Lead Generation, Leadership, Legacy Planning, Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Term Life Insurance, Personal Finance, Customer Insight, Public Speaking, Seminar Marketing, Small Business, Thought Leadership, Time Management, Writing, Sales
Education
University of Central Florida 2004 — 2009
Bachelor of Science, Psychology
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company June 2012 - Present
Hanley Center September 2010 - July 2012
Skills
Retirement Planning, Licensed Life Insurance..., Wealth Protection, Licensed in Long Term..., Financial Servies, Wealth Distribution, IRA Rollovers, 401k Rollovers, Annuity Sales, Business Exit Strategy, Account Management, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Risk Management, Charitable Gift Planning, Supplements to Employee..., Protection..., Creative Problem Solving, Wealth Preservation..., Customer Relations, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Gifting Strategies, Insurance, Investments, Key Person Insurance, Lead Generation, Leadership, Legacy Planning, Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Term Life Insurance, Personal Finance, Customer Insight, Public Speaking, Seminar Marketing, Small Business, Thought Leadership, Time Management, Writing, Sales
Education
University of Central Florida 2004 — 2009
Bachelor of Science, Psychology
Joshua Autenrieth's New York Life Insurance Company Experience January 2011 - March 2015
Job Financial Centers of America
Industry Insurance
Experience
New York Life Insurance Company January 2011 - March 2015
PhoneGreetings.com May 2010 - June 2011
Zoompoint Services LLC September 2009 - April 2010
Research Marketing Group Inc May 2004 - April 2009
Skills
Management, Marketing, Sales, Marketing Strategy, Team Building, Budgets, Sales Management, SEO, Sales Operations, Customer Service, Strategic Financial..., Finance, Life Insurance, Insurance, Lead Generation, Online Marketing, Health Insurance, B2B, Account Management, Cold Calling, Email Marketing, Presentation Development, New Business Development, Analytics, Direct Marketing
Education
University of Central Florida 2003 — 2005
BA, Communicative Disorders
New York Life Insurance Company January 2011 - March 2015
PhoneGreetings.com May 2010 - June 2011
Zoompoint Services LLC September 2009 - April 2010
Research Marketing Group Inc May 2004 - April 2009
Skills
Management, Marketing, Sales, Marketing Strategy, Team Building, Budgets, Sales Management, SEO, Sales Operations, Customer Service, Strategic Financial..., Finance, Life Insurance, Insurance, Lead Generation, Online Marketing, Health Insurance, B2B, Account Management, Cold Calling, Email Marketing, Presentation Development, New Business Development, Analytics, Direct Marketing
Education
University of Central Florida 2003 — 2005
BA, Communicative Disorders
Michael Kirkham Michael Kirkham's New York Life Insurance Company Experience 2007 - 2009
Job Project Consultant at Kaye/Bassman International
Industry Financial Services
Experience
JungAng Elementary School February 2009 - February 2013
New York Life Insurance Company 2007 - 2009
UPS 2000 - 2008
Skills
Project Management, Project Planning, Sales, Corporate Communications, Strategic Planning, Marketing Strategy, Account Management, Financial Services, Consultative Sales..., Business Development, Social Media, Customer Service, Microsoft Office, Negotiation, Public Speaking, Sales Management, Team Building
Education
University of Central Oklahoma 2003 — 2007
Bachelors of Arts, Advertising
Rose State College
Associate of Arts
JungAng Elementary School February 2009 - February 2013
New York Life Insurance Company 2007 - 2009
UPS 2000 - 2008
Skills
Project Management, Project Planning, Sales, Corporate Communications, Strategic Planning, Marketing Strategy, Account Management, Financial Services, Consultative Sales..., Business Development, Social Media, Customer Service, Microsoft Office, Negotiation, Public Speaking, Sales Management, Team Building
Education
University of Central Oklahoma 2003 — 2007
Bachelors of Arts, Advertising
Rose State College
Associate of Arts
Eric Ankney's New York Life Insurance Company Experience August 2014 - November 2014
Job Document Management Consultant at Woodhull LLC
Industry Public Relations and Communications
Experience
Woodhull LLC January 2015 - Present
New York Life Insurance Company August 2014 - November 2014
American Income Life Insurance Company June 2014 - September 2014
Ravlin's Roofing & Painting March 2014 - June 2014
Double Days Tavern and Grill March 2014 - June 2014
Chez Nora Restaurant March 2013 - January 2014
Kroger March 2011 - April 2013
Cincinnati Profile September 2012 - December 2012
Pealsee Neighborhood Center January 2012 - April 2012
Skills
Customer Service, Marketing Communications, Public Relations, Business Promotions, Focus Groups, Motivational..., Team-oriented, Teamwork, Target Marketing, Web Content, Web-based Research, Social Media..., Budget Analysis, Advertising Sales, Special Event, MailChimp, Needs Analysis, Writing News Releases
Education
The Universty of Cincinnati 2009 — 2013
Bachelor's degree in Communications, Communication and Public Relations
University of Cincinnati 2009 — 2013
Bachelor's Degree, Communication and Media Studies, 2.97
Woodhull LLC January 2015 - Present
New York Life Insurance Company August 2014 - November 2014
American Income Life Insurance Company June 2014 - September 2014
Ravlin's Roofing & Painting March 2014 - June 2014
Double Days Tavern and Grill March 2014 - June 2014
Chez Nora Restaurant March 2013 - January 2014
Kroger March 2011 - April 2013
Cincinnati Profile September 2012 - December 2012
Pealsee Neighborhood Center January 2012 - April 2012
Skills
Customer Service, Marketing Communications, Public Relations, Business Promotions, Focus Groups, Motivational..., Team-oriented, Teamwork, Target Marketing, Web Content, Web-based Research, Social Media..., Budget Analysis, Advertising Sales, Special Event, MailChimp, Needs Analysis, Writing News Releases
Education
The Universty of Cincinnati 2009 — 2013
Bachelor's degree in Communications, Communication and Public Relations
University of Cincinnati 2009 — 2013
Bachelor's Degree, Communication and Media Studies, 2.97
Derek A. Moore Derek A. Moore's New York Life Insurance Company Experience February 2004 - Present
Job Owner at The Five Peaks Capital Group LLC
Industry Financial Services
Experience
The Five Peaks Capital Group LLC July 2012 - Present
Eagle Strategies LLC February 2012 - Present
New York Life Insurance Company February 2004 - Present
24 Hour Fitness 2002 - 2003
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Life Insurance, Finance, Financial Planning, Securities, Strategic Financial..., Fixed Annuities, Investments, Portfolio Management, Financial Advisory, Sales
Education
University of Colorado Boulder 1997 — 2002
Political Science
The Five Peaks Capital Group LLC July 2012 - Present
Eagle Strategies LLC February 2012 - Present
New York Life Insurance Company February 2004 - Present
24 Hour Fitness 2002 - 2003
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Life Insurance, Finance, Financial Planning, Securities, Strategic Financial..., Fixed Annuities, Investments, Portfolio Management, Financial Advisory, Sales
Education
University of Colorado Boulder 1997 — 2002
Political Science
Allan See's New York Life Insurance Company Experience July 2012 - April 2013
Job Real Solutions for Your Small Business
Industry Financial Services
Experience
Omni Resource Group April 2013 - Present
The CE Academy April 2013 - Present
New York Life Insurance Company July 2012 - April 2013
Aquatica August 2003 - August 2012
Discovery Cove August 2003 - January 2008
United States Marine Corps February 2000 - November 2007
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Event Management, Microsoft Excel, Public Speaking, Event Planning, Research, Team Leadership, Social Media, Team Building, Teamwork, Cpr Certified, Hospitality, Budgets, Marketing, Time Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Personal Financial..., Fixed Annuities, Variable Annuities, Long Term Care Insurance, Consulting
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Central Florida 2008 — 2011
Business, Entrepreneurship/Entrepreneurial Studies
Omni Resource Group April 2013 - Present
The CE Academy April 2013 - Present
New York Life Insurance Company July 2012 - April 2013
Aquatica August 2003 - August 2012
Discovery Cove August 2003 - January 2008
United States Marine Corps February 2000 - November 2007
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Event Management, Microsoft Excel, Public Speaking, Event Planning, Research, Team Leadership, Social Media, Team Building, Teamwork, Cpr Certified, Hospitality, Budgets, Marketing, Time Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Personal Financial..., Fixed Annuities, Variable Annuities, Long Term Care Insurance, Consulting
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Central Florida 2008 — 2011
Business, Entrepreneurship/Entrepreneurial Studies
Jessica (Aguiar) Egnacheski's New York Life Insurance Company Experience March 2013 - Present
Job Director, Creative Development Internet at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company March 2013 - Present
PowerChord July 2012 - November 2012
Lifestyle Family Fitness June 2011 - August 2012
PostcardMania November 2006 - April 2011
Ad 2 Tampa Bay 2008 - 2010
Darden Restaurants January 2004 - May 2004
Skills
Creative Writing, SEO copywriting, Blogging, Copywriting, B2B, Social Media, Direct Marketing, Press Releases, Public Relations, Editing, Marketing Communications, Corporate Communications, Marketing Strategy, Content Strategy, Content Writing, Content Marketing, Brand Developement, Brand Management, Social Media Marketing, Email Marketing, Advertising, Brand Development, Digital Marketing, Integrated Marketing, Newsletters, SEO, Digital Media, Facebook
Education
University of Central Florida 2001 — 2004
Advertising and Public Relations, Advertising, Writing, PR, Branding
New York Life Insurance Company March 2013 - Present
PowerChord July 2012 - November 2012
Lifestyle Family Fitness June 2011 - August 2012
PostcardMania November 2006 - April 2011
Ad 2 Tampa Bay 2008 - 2010
Darden Restaurants January 2004 - May 2004
Skills
Creative Writing, SEO copywriting, Blogging, Copywriting, B2B, Social Media, Direct Marketing, Press Releases, Public Relations, Editing, Marketing Communications, Corporate Communications, Marketing Strategy, Content Strategy, Content Writing, Content Marketing, Brand Developement, Brand Management, Social Media Marketing, Email Marketing, Advertising, Brand Development, Digital Marketing, Integrated Marketing, Newsletters, SEO, Digital Media, Facebook
Education
University of Central Florida 2001 — 2004
Advertising and Public Relations, Advertising, Writing, PR, Branding
Derrick Song's New York Life Insurance Company Experience September 2011 - November 2012
Job Information Security Consultant for Guardsight, Inc.
Industry Information Technology and Services
Experience
March 2014 - Present
Guardsight, Inc. April 2015 - Present
GuardSight, Inc. October 2013 - April 2015
City National Bank July 2013 - March 2014
Advanced Integration Partners February 2013 - July 2013
Olympic SDA Church 2009 - 2013
New York Life Insurance Company September 2011 - November 2012
Skills
Networking, Active Directory, Information Security, TCP/IP, Network Security, Computer Security, Cyber-security, IDS, IPS, Incident Response, DHCP, PCI DSS, Penetration Testing, Snort, Tcpdump, Nmap, ArcSight, Network Forensics, Tripwire Enterprise, Log Analysis, Intrusion Analysis, OSINT, Open Source Intelligence, Burp Suite, Nessus, Bash, Unix, QRadar, Cyber Defense, Open Source Software, IRC, Web Application..., Web Application Security, SQL Injection, Security Operations, Perl, MongoDB, MediaWiki, Technical Documentation, Damballa, Bit9, Python, ELK Stack, Amazon Web Services..., Cloud Security
Education
University of California, San Diego 2005 — 2010
B.S., Management Science
Guardsight, Inc. April 2015 - Present
GuardSight, Inc. October 2013 - April 2015
City National Bank July 2013 - March 2014
Advanced Integration Partners February 2013 - July 2013
Olympic SDA Church 2009 - 2013
New York Life Insurance Company September 2011 - November 2012
Skills
Networking, Active Directory, Information Security, TCP/IP, Network Security, Computer Security, Cyber-security, IDS, IPS, Incident Response, DHCP, PCI DSS, Penetration Testing, Snort, Tcpdump, Nmap, ArcSight, Network Forensics, Tripwire Enterprise, Log Analysis, Intrusion Analysis, OSINT, Open Source Intelligence, Burp Suite, Nessus, Bash, Unix, QRadar, Cyber Defense, Open Source Software, IRC, Web Application..., Web Application Security, SQL Injection, Security Operations, Perl, MongoDB, MediaWiki, Technical Documentation, Damballa, Bit9, Python, ELK Stack, Amazon Web Services..., Cloud Security
Education
University of California, San Diego 2005 — 2010
B.S., Management Science
Kyle Williamson, CLU's New York Life Insurance Company Experience March 2011 - Present
Job Managing Partner, New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company 2004 - 2011
New York Life Insurance Company 2000 - 2004
New York Life Insurance Company 1997 - 2000
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1993 - 1995
New York Life Insurance Company 1990 - 1993
New York Life Insurance Company 1989 - 1990
New York Life Insurance Company 1988 - 1989
Skills
Leadership, Leadership Development, Financial Recruiting, Coaching, Management, Retirement Planning, Retirement, Training, Sales, Insurance
Education
University of Colorado at Boulder 1982 — 1988
BS, Mathematics, Sociology
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company 2004 - 2011
New York Life Insurance Company 2000 - 2004
New York Life Insurance Company 1997 - 2000
New York Life Insurance Company 1995 - 1997
New York Life Insurance Company 1993 - 1995
New York Life Insurance Company 1990 - 1993
New York Life Insurance Company 1989 - 1990
New York Life Insurance Company 1988 - 1989
Skills
Leadership, Leadership Development, Financial Recruiting, Coaching, Management, Retirement Planning, Retirement, Training, Sales, Insurance
Education
University of Colorado at Boulder 1982 — 1988
BS, Mathematics, Sociology
Jason Volk Jason Volk's New York Life Insurance Company Experience June 2005 - July 2006
Job Team Member at Whole Foods Market
Industry Environmental Services
Experience
Whole Foods Market March 2012 - Present
eBags, Inc November 2011 - January 2012
Lijit Networks, Inc March 2011 - May 2011
Natural Grocers by Vitamin Cottage.com April 2010 - March 2011
Blue Tent Marketing May 2008 - September 2008
Performics August 2007 - February 2008
CareerBuilder.com July 2006 - October 2006
New York Life Insurance Company June 2005 - July 2006
Education
University of Colorado Boulder 2014 — 2015
Sustainable Practices
Western Michigan University - Haworth College of Business 2001 — 2006
BBA, Sales and Business Marketing
Whole Foods Market March 2012 - Present
eBags, Inc November 2011 - January 2012
Lijit Networks, Inc March 2011 - May 2011
Natural Grocers by Vitamin Cottage.com April 2010 - March 2011
Blue Tent Marketing May 2008 - September 2008
Performics August 2007 - February 2008
CareerBuilder.com July 2006 - October 2006
New York Life Insurance Company June 2005 - July 2006
Education
University of Colorado Boulder 2014 — 2015
Sustainable Practices
Western Michigan University - Haworth College of Business 2001 — 2006
BBA, Sales and Business Marketing
Eric M. Reynolds Eric M. Reynolds's New York Life Insurance Company Experience 2009 - 2012
Job Sales and Administrative Support Professional
Industry Financial Services
Experience
New York Life Insurance Company 2009 - 2012
Forrest T. Jones May 2007 - December 2009
The Hartford April 2005 - December 2006
TruGreen LandCare February 2004 - May 2004
Americo Financial Life and Annuity February 2002 - December 2003
Skills
Sales, Team Building, Customer Service, Process Improvement, Insurance, PowerPoint, Outlook, Microsoft Excel, New Business Development, System Administration, Social Media, CRM, Marketing, Time Management, Microsoft Office, Management, Leadership, Strategic Planning
Education
Central Missouri State University 1999 — 2001
Bachelor of Science in Business Administration, Business Management and Marketing
New York Life Insurance Company 2009 - 2012
Forrest T. Jones May 2007 - December 2009
The Hartford April 2005 - December 2006
TruGreen LandCare February 2004 - May 2004
Americo Financial Life and Annuity February 2002 - December 2003
Skills
Sales, Team Building, Customer Service, Process Improvement, Insurance, PowerPoint, Outlook, Microsoft Excel, New Business Development, System Administration, Social Media, CRM, Marketing, Time Management, Microsoft Office, Management, Leadership, Strategic Planning
Education
Central Missouri State University 1999 — 2001
Bachelor of Science in Business Administration, Business Management and Marketing
Alexander C. Huynh's New York Life Insurance Company Experience May 2011 - May 2013
Job Sales at Inzopa
Industry Financial Services
Experience
Inzopa September 2013 - Present
Lighthaven Capital Management LLC June 2013 - September 2013
New York Life Insurance Company May 2011 - May 2013
ICIO Water August 2007 - April 2011
SD Holiday Lighting August 2007 - January 2009
College Works Painting February 2006 - August 2007
Morgan Stanley June 2005 - September 2005
Skills
Enterprise Technology..., Business to Business..., Super Burritos, Investments, Enterprise Solution..., Sales, Marketing, Contract Negotiation, Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Strategy, Finance, Management, Analysis, Negotiation, Small Business, Public Speaking, Financial Planning, Strategic Planning, Mutual Funds, Wealth Management, Team Building, Financial Analysis, New Business Development, Business Planning, Business Strategy, Sales Management, Insurance, Recruiting, CRM
Education
University of California, San Diego 2005 — 2009
B.S. Bioengineering Biotechnology, Bioengineering, Economics, Biochemistry, Physics, Molecular Physical Chemistry, Genetics, Biology
Piedmont High School 2001 — 2005
General Education, Biology, Physics, Calculus, Economics, Civics, Environmental Sciences
Inzopa September 2013 - Present
Lighthaven Capital Management LLC June 2013 - September 2013
New York Life Insurance Company May 2011 - May 2013
ICIO Water August 2007 - April 2011
SD Holiday Lighting August 2007 - January 2009
College Works Painting February 2006 - August 2007
Morgan Stanley June 2005 - September 2005
Skills
Enterprise Technology..., Business to Business..., Super Burritos, Investments, Enterprise Solution..., Sales, Marketing, Contract Negotiation, Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Strategy, Finance, Management, Analysis, Negotiation, Small Business, Public Speaking, Financial Planning, Strategic Planning, Mutual Funds, Wealth Management, Team Building, Financial Analysis, New Business Development, Business Planning, Business Strategy, Sales Management, Insurance, Recruiting, CRM
Education
University of California, San Diego 2005 — 2009
B.S. Bioengineering Biotechnology, Bioengineering, Economics, Biochemistry, Physics, Molecular Physical Chemistry, Genetics, Biology
Piedmont High School 2001 — 2005
General Education, Biology, Physics, Calculus, Economics, Civics, Environmental Sciences
Sisca Schuler Norton Sisca Schuler Norton's New York Life Insurance Company Experience June 1998 - January 1999
Job Sales Representative at Cintas First Aid & Safety
Industry Facilities Services
Experience
Cintas First Aid & Safety October 2003 - Present
Cintas First Aid & Safety, San Diego, CA June 2008 - June 2009
Cintas First Aid & Safety, Salt Lake City, UT December 2005 - June 2008
Cintas First Aid & Safety, Salt Lake City, UT October 2003 - December 2005
Kraft Foods July 2001 - August 2003
MCI Worldcom January 1999 - April 2001
New York Life Insurance Company June 1998 - January 1999
Skills
First Aid, Cold Calling, Consultative Selling, Customer Service, Account Management, Safety, Cpr Certified, Sales Operations, Team Management, Sales Management, Solutions Based Selling, Building & Maintaining..., Sales Presentations, Business Management, OSHA Compliance, OSHA 10, OSHA 30-Hour, Key Account Management, Key Account Development, Chamber of Commerce..., Presidents Club, B2B, Contract Negotiation, Management, Leadership, New Business Development, OSHA, Sales Process, Sales, Salesforce.com, Selling, Solution Selling, Team Building, Training, Direct Sales
Education
University of California, Santa Cruz 1994 — 1998
BA, Business Management Economics
James Logan High School
Utah College of Massage Therapy
Cintas First Aid & Safety October 2003 - Present
Cintas First Aid & Safety, San Diego, CA June 2008 - June 2009
Cintas First Aid & Safety, Salt Lake City, UT December 2005 - June 2008
Cintas First Aid & Safety, Salt Lake City, UT October 2003 - December 2005
Kraft Foods July 2001 - August 2003
MCI Worldcom January 1999 - April 2001
New York Life Insurance Company June 1998 - January 1999
Skills
First Aid, Cold Calling, Consultative Selling, Customer Service, Account Management, Safety, Cpr Certified, Sales Operations, Team Management, Sales Management, Solutions Based Selling, Building & Maintaining..., Sales Presentations, Business Management, OSHA Compliance, OSHA 10, OSHA 30-Hour, Key Account Management, Key Account Development, Chamber of Commerce..., Presidents Club, B2B, Contract Negotiation, Management, Leadership, New Business Development, OSHA, Sales Process, Sales, Salesforce.com, Selling, Solution Selling, Team Building, Training, Direct Sales
Education
University of California, Santa Cruz 1994 — 1998
BA, Business Management Economics
James Logan High School
Utah College of Massage Therapy
Kevin Holtrup Kevin Holtrup's New York Life Insurance Company Experience September 2007 - March 2008
Job Director of Sales, BiModal Brokerage at Wheels Clipper
Industry Logistics and Supply Chain
Experience
Wheels Group July 2015 - Present
Echo Global Logistics June 2008 - Present
New York Life Insurance Company September 2007 - March 2008
Skills
Sales, Account Management, Management, Cold Calling, Training, Logistics, Sales Operations, Salesforce.com, Sales Management, New Business Development, Direct Sales, B2B, Selling, Pricing, Customer Service, Leadership
Education
University of Colorado Boulder 2003 — 2007
Economics
Father Ryan HS
Wheels Group July 2015 - Present
Echo Global Logistics June 2008 - Present
New York Life Insurance Company September 2007 - March 2008
Skills
Sales, Account Management, Management, Cold Calling, Training, Logistics, Sales Operations, Salesforce.com, Sales Management, New Business Development, Direct Sales, B2B, Selling, Pricing, Customer Service, Leadership
Education
University of Colorado Boulder 2003 — 2007
Economics
Father Ryan HS
Laura Blanchard Laura Blanchard's New York Life Insurance Company Experience July 2008 - August 2010
Job Owner, Mayorga Professional Staffing Direct Hire Staffing Specialist
Industry Staffing and Recruiting
Experience
Mayorga Professional Staffing January 2015 - Present
Kelly Services July 2013 - June 2014
AnDek Staffing Services May 2011 - July 2013
New York Life Insurance Company July 2008 - August 2010
Phillips Personnel/Temps July 1995 - December 2000
Skills
Management, Recruiting, Networking, Marketing, Temporary Placement, Sales, Cold Calling, Training, Negotiation, Enterprise Software, Competitive Analysis, Sourcing, Technical Recruiting, Outsourcing, Applicant Tracking..., Interviews, Team Building, Human Resources, Talent Acquisition, Project Management, Leadership, Strategy
Education
University of California, Santa Barbara
Mayorga Professional Staffing January 2015 - Present
Kelly Services July 2013 - June 2014
AnDek Staffing Services May 2011 - July 2013
New York Life Insurance Company July 2008 - August 2010
Phillips Personnel/Temps July 1995 - December 2000
Skills
Management, Recruiting, Networking, Marketing, Temporary Placement, Sales, Cold Calling, Training, Negotiation, Enterprise Software, Competitive Analysis, Sourcing, Technical Recruiting, Outsourcing, Applicant Tracking..., Interviews, Team Building, Human Resources, Talent Acquisition, Project Management, Leadership, Strategy
Education
University of California, Santa Barbara
Cheresa Carroll's New York Life Insurance Company Experience July 2012 - January 2014
Job Office
Industry Food & Beverages
Experience
Red Bull May 2014 - Present
New York Life Insurance Company July 2012 - January 2014
PlayFloridaGolf February 2011 - June 2012
Marriott Vacation Club International July 2007 - July 2009
Skills
Event Management, Customer Service, Insurance
Education
University of Central Florida 2003 — 2007
Marketing
Red Bull May 2014 - Present
New York Life Insurance Company July 2012 - January 2014
PlayFloridaGolf February 2011 - June 2012
Marriott Vacation Club International July 2007 - July 2009
Skills
Event Management, Customer Service, Insurance
Education
University of Central Florida 2003 — 2007
Marketing
Erin Hughes's New York Life Insurance Company Experience January 2008 - February 2010
Job Consulting Sales at Oracle
Industry Information Technology and Services
Experience
Oracle September 2012 - Present
LPL Financial February 2010 - September 2012
New York Life Insurance Company January 2008 - February 2010
Skills
Cloud Computing, Pre-sales, Channel, Professional Services, Salesforce.com, Solution Architecture, Business Alliances, Partner Management, Siebel, Business Analysis, Oracle Applications, SDLC, Oracle E-Business Suite, Strategy, SaaS, Enterprise Software, Account Management, Oracle, CRM, Consulting
Education
University of Colorado at Boulder
Bachelor of Science (BS), Finance, General
Walpole
Oracle September 2012 - Present
LPL Financial February 2010 - September 2012
New York Life Insurance Company January 2008 - February 2010
Skills
Cloud Computing, Pre-sales, Channel, Professional Services, Salesforce.com, Solution Architecture, Business Alliances, Partner Management, Siebel, Business Analysis, Oracle Applications, SDLC, Oracle E-Business Suite, Strategy, SaaS, Enterprise Software, Account Management, Oracle, CRM, Consulting
Education
University of Colorado at Boulder
Bachelor of Science (BS), Finance, General
Walpole
Alejandra Fairfoot Alejandra Fairfoot's New York Life Insurance Company Experience January 2014 - Present
Job Sr. Benefits Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Diageo July 2013 - January 2014
New York Life Insurance Company March 2012 - June 2013
NBCUniversal, Inc. January 2011 - March 2012
Hewitt Associates April 2006 - December 2010
Skills
Employee Benefits, Human Resources, Benefits Administration, Employee Relations, Cross Functional..., Benefit Communication, Administrative Work, Records Management, Defined Contribution, Defined Benefit, New Hire Orientations, Payroll, Training
Education
University of Central Florida - College of Business Administration 2007 — 2009
Bachelor of Science, Management; Human Resource Management Track
Valencia Community College 2004 — 2007
Associates Degree, Business Administration
New York Life Insurance Company January 2014 - Present
Diageo July 2013 - January 2014
New York Life Insurance Company March 2012 - June 2013
NBCUniversal, Inc. January 2011 - March 2012
Hewitt Associates April 2006 - December 2010
Skills
Employee Benefits, Human Resources, Benefits Administration, Employee Relations, Cross Functional..., Benefit Communication, Administrative Work, Records Management, Defined Contribution, Defined Benefit, New Hire Orientations, Payroll, Training
Education
University of Central Florida - College of Business Administration 2007 — 2009
Bachelor of Science, Management; Human Resource Management Track
Valencia Community College 2004 — 2007
Associates Degree, Business Administration
Kyle Lowry's New York Life Insurance Company Experience January 2014 - June 2014
Job Attended University of Central Florida
Industry Marketing and Advertising
Experience
Michael Lowry photography April 2010 - Present
Michael Lowry photography January 2010 - September 2014
New York Life Insurance Company January 2014 - June 2014
Breakthrough consulting group February 2013 - July 2013
Jackson Therapy Partners October 2012 - February 2013
Michael Lowry Photography 2000 - November 2012
Ice Magic Inc. 2007 - April 2011
Nascar Sports Grille August 2004 - December 2007
Skills
Strong leader with..., Attention to detail..., Ability to work..., Strong sense of urgency, Photoshop, Adobe, Final Cut Pro, Microsoft Office, Traktor, Customer Service, Facebook, Human Resources, Marketing, Integrated Marketing, Social Media, Social Media Marketing, Social Networking, Photography, Sales, Leadership, Marketing Strategy
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Marketing
Lake Sumter Community College 2008 — 2010
Associate of Arts (A.A.), Marketing
Michael Lowry photography April 2010 - Present
Michael Lowry photography January 2010 - September 2014
New York Life Insurance Company January 2014 - June 2014
Breakthrough consulting group February 2013 - July 2013
Jackson Therapy Partners October 2012 - February 2013
Michael Lowry Photography 2000 - November 2012
Ice Magic Inc. 2007 - April 2011
Nascar Sports Grille August 2004 - December 2007
Skills
Strong leader with..., Attention to detail..., Ability to work..., Strong sense of urgency, Photoshop, Adobe, Final Cut Pro, Microsoft Office, Traktor, Customer Service, Facebook, Human Resources, Marketing, Integrated Marketing, Social Media, Social Media Marketing, Social Networking, Photography, Sales, Leadership, Marketing Strategy
Education
University of Central Florida 2010 — 2012
Bachelor's degree, Marketing
Lake Sumter Community College 2008 — 2010
Associate of Arts (A.A.), Marketing
Ellen Bird Ellen Bird's New York Life Insurance Company Experience 1990 - 1994
Job Operations Assistant at Index Fund Advisors, Inc.
Industry Financial Services
Experience
Index Fund Advisors, Inc. November 2013 - Present
Laguna Beach June 2012 - November 2013
Rasmussen Financial & Insurance August 2011 - May 2012
Baja Finisterra Association October 2009 - September 2011
Rasmussen Financial & Insurance October 2007 - August 2011
Council on Aging Orange County April 2007 - May 2010
Baja Finisterra 2009 - 2010
Lone Wolf Designs November 1995 - October 2007
Title Company 1995 - November 1995
New York Life Insurance Company 1990 - 1994
Education
UC Riverside 1985 — 1989
BA, Administrative Studies
Index Fund Advisors, Inc. November 2013 - Present
Laguna Beach June 2012 - November 2013
Rasmussen Financial & Insurance August 2011 - May 2012
Baja Finisterra Association October 2009 - September 2011
Rasmussen Financial & Insurance October 2007 - August 2011
Council on Aging Orange County April 2007 - May 2010
Baja Finisterra 2009 - 2010
Lone Wolf Designs November 1995 - October 2007
Title Company 1995 - November 1995
New York Life Insurance Company 1990 - 1994
Education
UC Riverside 1985 — 1989
BA, Administrative Studies
Becky Robertshaw Becky Robertshaw's New York Life Insurance Company Experience 1974 - 1980
Job Executive Career Counselor/Recruiter at Sibcy Cline Realtors
Industry Real Estate
Experience
Sibcy Cline Realtors November 1996 - Present
Community of the Good Shepherd Church November 1987 - November 1996
Community of the Good Shepherd Church 1981 - 1996
New York Life Insurance Company 1974 - 1980
Skills
Leadership, Career Development, Marketing, Interviews, Referrals, Selling, Staff Development, Real Estate, Condos, Time Management, Social Media, Public Speaking, Coaching, Leadership Development
Education
University of Cincinnati
BS, Psychology
Sibcy Cline Realtors November 1996 - Present
Community of the Good Shepherd Church November 1987 - November 1996
Community of the Good Shepherd Church 1981 - 1996
New York Life Insurance Company 1974 - 1980
Skills
Leadership, Career Development, Marketing, Interviews, Referrals, Selling, Staff Development, Real Estate, Condos, Time Management, Social Media, Public Speaking, Coaching, Leadership Development
Education
University of Cincinnati
BS, Psychology
Rakesh Rocky Chopra Rakesh Rocky Chopra's New York Life Insurance Company Experience June 2008 - March 2011
Job AVP
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Merrill Edge August 2014 - Present
The Salvation Army 2004 - Present
COUNTRY Financial® July 2013 - August 2014
J.P. Morgan Securities LLC March 2011 - July 2013
Steel Lake Little League December 2010 - December 2012
New York Life Insurance Company June 2008 - March 2011
The Greater Tacoma Community Foundation 2005 - 2011
HRBFA 2006 - 2008
Edward Jones 2004 - 2006
TD WaterHouse January 2001 - January 2004
Skills
Insurance, Estate Planning, Financial Advisory, Financial Services, Leadership, Strategic Financial..., Long-term Care, Strategic Planning, Wealth Management, Disability Insurance, Small Business, Bonds, Training, Finance, CRM, Recruiting, Sales, Sales Management, Employee Benefits, Financial Planning
Education
University of Colorado Boulder 1988 — 1990
Golden SR High 1983 — 1987
Sally L Kim Sally L Kim's New York Life Insurance Company Experience June 2011 - May 2012
Job Paralegal/Manager Paralegal in Training at Law Office of Jerald D. Werlin
Industry International Affairs
Experience
The Law Office of Jerald D. Werlin October 2014 - Present
Law Offices of Andrew P P.C. January 2014 - July 2014
New York Life Insurance Company June 2011 - May 2012
Kona America Inc. June 2010 - September 2010
Skills
Organizational..., Multilingual, Leadership, Analysis, Depositions, Legal Translation, trilingual, Regulatory Documentation, Legal Writing, Time Management, Spanish, foreign languages..., SAGA, Smart Advocate
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Political Science and International Relations, Chinese Studies, 3.67
The Law Office of Jerald D. Werlin October 2014 - Present
Law Offices of Andrew P P.C. January 2014 - July 2014
New York Life Insurance Company June 2011 - May 2012
Kona America Inc. June 2010 - September 2010
Skills
Organizational..., Multilingual, Leadership, Analysis, Depositions, Legal Translation, trilingual, Regulatory Documentation, Legal Writing, Time Management, Spanish, foreign languages..., SAGA, Smart Advocate
Education
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Political Science and International Relations, Chinese Studies, 3.67
Andrew Schantz's New York Life Insurance Company Experience October 2011 - Present
Job Helping small business owners to develop a sound financial strategy in the Fresno community.
Industry Financial Services
Experience
NYLIFE Securities LLC October 2011 - Present
New York Life Insurance Company October 2011 - Present
The Abbey Company February 2010 - October 2011
Grubb & Ellis Pearson Realty September 2004 - February 2010
Raytheon EW 2002 - 2004
Skills
Estate Planning, Insurance, 401(k) Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-Taskings Skills, Thought Leadership, Time Management, Protection..., Weath Preservation..., Investments, Asset Protection, Retirement, Retirement Planning, Small Business, Succession Planning, IRAs, Finance, Financial Analysis, Life Insurance
Education
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.), Economics
Servite High School 1992 — 1996
NYLIFE Securities LLC October 2011 - Present
New York Life Insurance Company October 2011 - Present
The Abbey Company February 2010 - October 2011
Grubb & Ellis Pearson Realty September 2004 - February 2010
Raytheon EW 2002 - 2004
Skills
Estate Planning, Insurance, 401(k) Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-Taskings Skills, Thought Leadership, Time Management, Protection..., Weath Preservation..., Investments, Asset Protection, Retirement, Retirement Planning, Small Business, Succession Planning, IRAs, Finance, Financial Analysis, Life Insurance
Education
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.), Economics
Servite High School 1992 — 1996
Katie Doolittle Katie Doolittle's New York Life Insurance Company Experience June 2011 - August 2011
Job Swim Coach at North Coast Aquatics
Industry Sports
Experience
North Coast Aquatics January 2014 - Present
AXA Advisors October 2011 - August 2013
New York Life Insurance Company June 2011 - August 2011
StratEdge Corporation September 2009 - June 2011
StratEdge Corporation January 2008 - September 2009
Education
University of California, Santa Barbara 2003 — 2007
B.A., Business Economics
North Coast Aquatics January 2014 - Present
AXA Advisors October 2011 - August 2013
New York Life Insurance Company June 2011 - August 2011
StratEdge Corporation September 2009 - June 2011
StratEdge Corporation January 2008 - September 2009
Education
University of California, Santa Barbara 2003 — 2007
B.A., Business Economics
Gwenda Moorman Gwenda Moorman's New York Life Insurance Company Experience November 2002 - August 2004
Job Intervention and Guidance Counselor Specialist
Industry Individual & Family Services
Experience
Philander Smith College LA Alumni April 2010 - April 2012
IHSS May 2004 - April 2012
County of San Bernardino April 2007 - February 2010
San Bernadino County School District April 2007 - February 2010
Life Christian Academy August 2004 - April 2007
New York Life Insurance Company November 2002 - August 2004
WM Financial Services September 2000 - November 2002
Skills
Child Advocacy, Guidance Counseling, Career Counseling, Non-profits, Board of Director..., Entrepreneurship, Career Technical..., Life Skills, Motivational Speaking, Small Group Counseling, Teen Services, Individual Counselling, Self Driven, Teaching, Caregiving, Nurturing, Success Driven, Hands-on Training, Problem Solving, Computer Proficiency, Educational Technology, Leadership Development, Nonprofits, Student Affairs, Student Counseling, Fundraising, Program Development, Board of Directors, Team Building, Self-driven, Resume Writing, Training, Social Networking, Staff Development, Community Outreach, Leadership
Education
University of California at Riverside 2004 — 2011
PPS School Counseling Credentials, Counselor
University of California, Riverside 2004 — 2009
Credentials, Education
Philander Smith College 1997 — 1999
BA, Organzational Management
Philander Smith College LA Alumni April 2010 - April 2012
IHSS May 2004 - April 2012
County of San Bernardino April 2007 - February 2010
San Bernadino County School District April 2007 - February 2010
Life Christian Academy August 2004 - April 2007
New York Life Insurance Company November 2002 - August 2004
WM Financial Services September 2000 - November 2002
Skills
Child Advocacy, Guidance Counseling, Career Counseling, Non-profits, Board of Director..., Entrepreneurship, Career Technical..., Life Skills, Motivational Speaking, Small Group Counseling, Teen Services, Individual Counselling, Self Driven, Teaching, Caregiving, Nurturing, Success Driven, Hands-on Training, Problem Solving, Computer Proficiency, Educational Technology, Leadership Development, Nonprofits, Student Affairs, Student Counseling, Fundraising, Program Development, Board of Directors, Team Building, Self-driven, Resume Writing, Training, Social Networking, Staff Development, Community Outreach, Leadership
Education
University of California at Riverside 2004 — 2011
PPS School Counseling Credentials, Counselor
University of California, Riverside 2004 — 2009
Credentials, Education
Philander Smith College 1997 — 1999
BA, Organzational Management
Kyle Horrocks Kyle Horrocks's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping families and business owners create, build, and protect wealth.
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Fascinate Inc. January 2014 - August 2014
Universal Orlando March 2013 - January 2014
Student at University of Central Florida 2007 - 2012
Skanska USA Building Inc. April 2008 - August 2008
Skanska USA Building Inc. May 2007 - August 2007
Skills
Customer Service, Marketing, Public Speaking, Sales Operations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection
Education
University of Central Florida - College of Business Administration 2007 — 2012
Bachelor of Arts Degree, Finance & Marketing
Brandon Senior High School 2003 — 2007
High School Diploma
New York Life Insurance Company May 2015 - Present
Fascinate Inc. January 2014 - August 2014
Universal Orlando March 2013 - January 2014
Student at University of Central Florida 2007 - 2012
Skanska USA Building Inc. April 2008 - August 2008
Skanska USA Building Inc. May 2007 - August 2007
Skills
Customer Service, Marketing, Public Speaking, Sales Operations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection
Education
University of Central Florida - College of Business Administration 2007 — 2012
Bachelor of Arts Degree, Finance & Marketing
Brandon Senior High School 2003 — 2007
High School Diploma
Alexus Smith's New York Life Insurance Company Experience January 2014 - June 2014
Job Owner/Expert Technician at Apex Repairs
Industry Electrical/Electronic Manufacturing
Experience
Apex Repairs March 2015 - Present
Gap Inc./Outlet October 2014 - January 2015
New York Life Insurance Company January 2014 - June 2014
Mitchell's Plastering June 2009 - August 2010
Skills
Solidworks, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Multisim, Windows, Teamwork, Matlab, Customer Service, HTML, Help Desk Support, Sales, Hardware, Retail, Outlook
Education
Clayton State University 2013 — 2015
Bachelor's Degree, Pre-Engineering
University of Central Florida 2011 — 2013
Bachelor's Degree, Electrical Engineering
Eagle's Landing High School 2008 — 2012
High school diploma, Calculus, 3.6
Apex Repairs March 2015 - Present
Gap Inc./Outlet October 2014 - January 2015
New York Life Insurance Company January 2014 - June 2014
Mitchell's Plastering June 2009 - August 2010
Skills
Solidworks, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Multisim, Windows, Teamwork, Matlab, Customer Service, HTML, Help Desk Support, Sales, Hardware, Retail, Outlook
Education
Clayton State University 2013 — 2015
Bachelor's Degree, Pre-Engineering
University of Central Florida 2011 — 2013
Bachelor's Degree, Electrical Engineering
Eagle's Landing High School 2008 — 2012
High school diploma, Calculus, 3.6
Danielle Hochman Danielle Hochman's New York Life Insurance Company Experience December 2011 - Present
Job DCH Insurance & Financial Services
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Skills
Fixed Annuities, IRAs, Health Insurance, Investments, Long-term Care, Public Speaking, Risk Management, Sports, Marketing Strategy, Disability Insurance, Mutual Funds, Real Estate, New Business Development, Life Insurance, Leadership, Financial Modeling, Estate Planning, Series 63, 401k, Strategic Planning, Retirement Planning, Underwriting, Retirement, Financial Services, Insurance, Long Term Care Insurance, Strategic Financial..., Securities, FINRA, College Savings Plans, Wealth Management, Asset Allocation, Financial Advisory, Small Business, Financial Planners, Employee Benefits, Series 7, 401k Rollovers, Term Life Insurance, Key Person Insurance, Investment Management, Whole Life, Asset Management, Roth IRA, Variable Annuities, Personal Finance
Education
University of Colorado at Boulder
Psychology and Neuroscience
New York Life Insurance Company December 2011 - Present
Skills
Fixed Annuities, IRAs, Health Insurance, Investments, Long-term Care, Public Speaking, Risk Management, Sports, Marketing Strategy, Disability Insurance, Mutual Funds, Real Estate, New Business Development, Life Insurance, Leadership, Financial Modeling, Estate Planning, Series 63, 401k, Strategic Planning, Retirement Planning, Underwriting, Retirement, Financial Services, Insurance, Long Term Care Insurance, Strategic Financial..., Securities, FINRA, College Savings Plans, Wealth Management, Asset Allocation, Financial Advisory, Small Business, Financial Planners, Employee Benefits, Series 7, 401k Rollovers, Term Life Insurance, Key Person Insurance, Investment Management, Whole Life, Asset Management, Roth IRA, Variable Annuities, Personal Finance
Education
University of Colorado at Boulder
Psychology and Neuroscience
Holly Flocker's New York Life Insurance Company Experience June 2010 - February 2013
Job Manager, Insurance and Actuarial Advisory Services at Ernst & Young
Industry Insurance
Experience
Ernst & Young February 2013 - Present
New York Life Insurance Company June 2010 - February 2013
New York Life Insurance Company May 2009 - August 2009
Skills
Insurance, Fixed Annuities, Whole Life, Valuation, Actuarial Science, Pricing, Life Insurance, Reinsurance, Risk Management, Financial Modeling, VBA, Prophet
Education
University of Wisconsin-Madison - School of Business 2006 — 2010
BBA, Actuarial Science
University of Cape Town 2008 — 2008
Statistics
Ernst & Young February 2013 - Present
New York Life Insurance Company June 2010 - February 2013
New York Life Insurance Company May 2009 - August 2009
Skills
Insurance, Fixed Annuities, Whole Life, Valuation, Actuarial Science, Pricing, Life Insurance, Reinsurance, Risk Management, Financial Modeling, VBA, Prophet
Education
University of Wisconsin-Madison - School of Business 2006 — 2010
BBA, Actuarial Science
University of Cape Town 2008 — 2008
Statistics
Joshua Autenrieth's New York Life Insurance Company Experience January 2011 - March 2015
Job at Financial Centers of America
Industry Insurance
Experience
Financial Centers of America April 2014 - Present
New York Life Insurance Company January 2011 - March 2015
Skills
Sales
Education
University of Central Florida 2003 — 2005
Bachelor of Science (B.S.), Communicative Disorders
Financial Centers of America April 2014 - Present
New York Life Insurance Company January 2011 - March 2015
Skills
Sales
Education
University of Central Florida 2003 — 2005
Bachelor of Science (B.S.), Communicative Disorders
Jeffrey Markewich Jeffrey Markewich's New York Life Insurance Company Experience December 1995 - February 2005
Job Wealth Adviser at United Capital
Industry Financial Services
Experience
United Capital Financial Advisers, LLC September 2014 - Present
Girard Securities October 2014 - Present
Spire Investment Partners May 2012 - September 2014
Markewich Financial December 1995 - April 2012
The Hartford February 2005 - February 2007
New York Life Insurance Company December 1995 - February 2005
Skills
Wealth Management, Retirement Planning, Estate Planning, Multi-generational..., Risk Management, Investments, Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Advisory, Retirement, Portfolio Management, Finance, Wealth, Investment Management, Insurance, Financial Planners, Financial Planning
Education
University of Colorado at Boulder 1986 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
United Capital Financial Advisers, LLC September 2014 - Present
Girard Securities October 2014 - Present
Spire Investment Partners May 2012 - September 2014
Markewich Financial December 1995 - April 2012
The Hartford February 2005 - February 2007
New York Life Insurance Company December 1995 - February 2005
Skills
Wealth Management, Retirement Planning, Estate Planning, Multi-generational..., Risk Management, Investments, Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Advisory, Retirement, Portfolio Management, Finance, Wealth, Investment Management, Insurance, Financial Planners, Financial Planning
Education
University of Colorado at Boulder 1986 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
Douglas Bosswick's New York Life Insurance Company Experience March 2014 - August 2014
Job Associate at Blackridge Capital Group, LLC
Industry Financial Services
Experience
Blackridge Capital September 2014 - Present
New York Life Insurance Company March 2014 - August 2014
Berdon LLP May 2013 - August 2013
Berdon LLP May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Mathematics, Communication, Finance, Sales, Strategic Visionary
Education
University of Colorado Boulder 2010 — 2013
Bachelor's degree, Economics
Paul D Schreiber H.S
Bachelor of Science (BS)
Blackridge Capital September 2014 - Present
New York Life Insurance Company March 2014 - August 2014
Berdon LLP May 2013 - August 2013
Berdon LLP May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Mathematics, Communication, Finance, Sales, Strategic Visionary
Education
University of Colorado Boulder 2010 — 2013
Bachelor's degree, Economics
Paul D Schreiber H.S
Bachelor of Science (BS)
Richard Ahorro Richard Ahorro's New York Life Insurance Company Experience April 2015 - Present
Job Licensed Agent With New York Life
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
California Youth Chess League November 2010 - Present
5LINX Enterprises Inc. May 2014 - August 2014
Sleep Number by Select Comfort May 2007 - December 2008
The Good Guys November 1997 - June 2003
Skills
Sales, Sales..., Coaching, Sales, Customer Service, Sales Management, Staff Development, Leadership Development, Public Speaking, Training, Teaching, Team Building, Leadership, Strategic Planning, Personal Development, Team Leadership, Social Media, Recruiting
Education
UCSB 1994 — 1996
Sylmar High School 1992 — 1994
New York Life Insurance Company April 2015 - Present
California Youth Chess League November 2010 - Present
5LINX Enterprises Inc. May 2014 - August 2014
Sleep Number by Select Comfort May 2007 - December 2008
The Good Guys November 1997 - June 2003
Skills
Sales, Sales..., Coaching, Sales, Customer Service, Sales Management, Staff Development, Leadership Development, Public Speaking, Training, Teaching, Team Building, Leadership, Strategic Planning, Personal Development, Team Leadership, Social Media, Recruiting
Education
UCSB 1994 — 1996
Sylmar High School 1992 — 1994
Mark R. Moore Mark R. Moore's New York Life Insurance Company Experience January 1993 - January 1994
Job Mortgage & Real Estate Broker
Industry Real Estate
Experience
Mark Moore San Diego October 1998 - Present
Ameriquest Mortgage January 1996 - January 1998
Household Finance January 1995 - January 1996
New York Life Insurance Company January 1993 - January 1994
Gaeden & Enderberry January 1990 - December 1992
Skills
California Department..., NMLS License 874906, CA BRE Broker License, Mortgage Lending, Loans, FHA, Real Estate, Investment Properties, Mortgage Banking, Refinance, Credit, Finance, Banking, Underwriting, Referrals, Social Media Marketing, Short Sales, Microsoft Office, REO, Foreclosures
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Madison High School
Mark Moore San Diego October 1998 - Present
Ameriquest Mortgage January 1996 - January 1998
Household Finance January 1995 - January 1996
New York Life Insurance Company January 1993 - January 1994
Gaeden & Enderberry January 1990 - December 1992
Skills
California Department..., NMLS License 874906, CA BRE Broker License, Mortgage Lending, Loans, FHA, Real Estate, Investment Properties, Mortgage Banking, Refinance, Credit, Finance, Banking, Underwriting, Referrals, Social Media Marketing, Short Sales, Microsoft Office, REO, Foreclosures
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Madison High School
William Cordero William Cordero's New York Life Insurance Company Experience August 2014 - Present
Job Dedicated Agent with New York Life helping to protect families and business owners in Central Florida.
Industry Insurance
Experience
New York Life Insurance Company August 2014 - Present
Skills
Sales, Account Management, Lead Generation, Direct Sales, Building Relationships, Business Networking, Buy-sell Agreements, Creative Problem Solving, Customer Satisfaction, Annuity Sales, 401k Rollovers, Education funding..., Insurance, Legacy Planning, Life Insurance..., Personal Finance, Relationship Management, Small Business, Supplements to Employee...
Education
University of Central Florida - College of Business Administration 1993 — 2003
Dr. Phillips High School 1989 — 1993
High School
New York Life Insurance Company August 2014 - Present
Skills
Sales, Account Management, Lead Generation, Direct Sales, Building Relationships, Business Networking, Buy-sell Agreements, Creative Problem Solving, Customer Satisfaction, Annuity Sales, 401k Rollovers, Education funding..., Insurance, Legacy Planning, Life Insurance..., Personal Finance, Relationship Management, Small Business, Supplements to Employee...
Education
University of Central Florida - College of Business Administration 1993 — 2003
Dr. Phillips High School 1989 — 1993
High School
Bryna Pancito Bryna Pancito's New York Life Insurance Company Experience September 2015 - Present
Job Financial Services Professional
Industry Investment Management
Experience
New York Life Insurance Company September 2015 - Present
BAP Fashions November 2011 - Present
BAP Fashions January 2012 - December 2014
Skills
Inventory Management, Retail, Strategic Planning, Budgets, Forecasting, Fashion, Apparel, Product Development, Marketing Strategy, Management, Textiles, Fashion Design, Negotiation, Sales, New Business Development, Leadership, Customer Service, Marketing, Sales Management
Education
University of Phoenix 2015 — 2018
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Phoenix 2013 — 2015
Master of Science (M.S.), Industrial and Organizational Psychology
University of Central Missouri 2011 — 2013
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Mount Carmel College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
New York Life Insurance Company September 2015 - Present
BAP Fashions November 2011 - Present
BAP Fashions January 2012 - December 2014
Skills
Inventory Management, Retail, Strategic Planning, Budgets, Forecasting, Fashion, Apparel, Product Development, Marketing Strategy, Management, Textiles, Fashion Design, Negotiation, Sales, New Business Development, Leadership, Customer Service, Marketing, Sales Management
Education
University of Phoenix 2015 — 2018
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
University of Phoenix 2013 — 2015
Master of Science (M.S.), Industrial and Organizational Psychology
University of Central Missouri 2011 — 2013
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Mount Carmel College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Sang Hoon Jason Chun's New York Life Insurance Company Experience 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Skills
Customer Service, Insurance, Leadership, Life Insurance, Sales, Microsoft Office, Marketing, Risk Management, Finance
Education
University of California, Riverside 2007 — 2013
Music / Business Administration, B.A.
University of California, Riverside 2007 — 2011
Music, Bachelor of Arts (B.A.)(Minor: Business Administration)
New York Life Insurance Company 2013 - Present
Skills
Customer Service, Insurance, Leadership, Life Insurance, Sales, Microsoft Office, Marketing, Risk Management, Finance
Education
University of California, Riverside 2007 — 2013
Music / Business Administration, B.A.
University of California, Riverside 2007 — 2011
Music, Bachelor of Arts (B.A.)(Minor: Business Administration)
Evan McGrath's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Insurance Agent for New York Life at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company November 2014 - Present
Education
University of Central Florida 2007 — 2010
Bachelor Degree in Hospitality Management
Chaminade-Madonna College Prepatory 2002 — 2005
High School Diploma
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company November 2014 - Present
Education
University of Central Florida 2007 — 2010
Bachelor Degree in Hospitality Management
Chaminade-Madonna College Prepatory 2002 — 2005
High School Diploma
Daniel Eskinazi's New York Life Insurance Company Experience April 2015 - Present
Job Recruiting & Marketing Manager Latino Market
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company December 2012 - December 2014
Skills
Leadership, Finance, Marketing, Sales, Customer Service, Public Speaking, Retirement, Financial Services, Recruiting, Life Insurance, Insurance, Accounting, Analysis, Long Term Care Insurance, Financial Analysis, English, Spanish, French, Wealth Preservation..., Equities, Securities, Microsoft Office, Social Media, Teamwork, Social Networking, Investments, Time Management
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
ICN Business School 2012 — 2013
Bachelors of Business Administration, Finance, General, 3.9
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company December 2012 - December 2014
Skills
Leadership, Finance, Marketing, Sales, Customer Service, Public Speaking, Retirement, Financial Services, Recruiting, Life Insurance, Insurance, Accounting, Analysis, Long Term Care Insurance, Financial Analysis, English, Spanish, French, Wealth Preservation..., Equities, Securities, Microsoft Office, Social Media, Teamwork, Social Networking, Investments, Time Management
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
ICN Business School 2012 — 2013
Bachelors of Business Administration, Finance, General, 3.9
Craig Chrisman Craig Chrisman's New York Life Insurance Company Experience September 2012 - Present
Job Information Technology Supervisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
University of Central Oklahoma September 2010 - May 2014
Skills
Technology, System Administration, Educational Technology, Instructional Technology, Customer Service, Teaching, Research, Teamwork
Education
University of Central Oklahoma 2007 — 2012
Bachelor of Science (BS), General Studies
New York Life Insurance Company September 2012 - Present
University of Central Oklahoma September 2010 - May 2014
Skills
Technology, System Administration, Educational Technology, Instructional Technology, Customer Service, Teaching, Research, Teamwork
Education
University of Central Oklahoma 2007 — 2012
Bachelor of Science (BS), General Studies
Justin Matles Justin Matles's New York Life Insurance Company Experience September 2010 - May 2013
Job General Manager, Direct Marketing Strategy at Dish Network
Industry Marketing and Advertising
Experience
Dish Network February 2014 - Present
Dish Network May 2013 - February 2014
New York Life Insurance Company September 2010 - May 2013
New York Life Insurance Company June 2006 - September 2010
Ocwen Financial Corporation 2004 - 2006
CHEP 2002 - 2004
University of Central Florida 2001 - 2002
Skills
Direct Marketing, Database Marketing, Marketing Strategy, Cross-functional Team..., Life Insurance, Product Marketing, Business Planning, Analytics, Business Strategy, Customer Acquisition, Lead Generation, Leadership, Marketing, New Business Development, Segmentation, Business Analysis, Strategic Financial..., Competitive Analysis, Digital Marketing, Direct Mail, Insurance, Customer Retention, Multi-channel Marketing, Business Process..., Integrated Marketing, Brand Development, Budgets, Product Develo, Change Management, Consulting, Business Modeling, Problem Solving, Consumer Marketing, Customer Marketing, Revenue Growth..., Marketing Analytics, DRTV, Direct Response..., Pricing Strategy, Cross Channel Marketing, Analysis, Operational Efficiency, Financial Product..., New Markets Development, Performance Reporting, Performance Dashboards, Business Performance..., New Market Expansion, AARP Marketing, Association Marketing...
Education
University of Central Florida - College of Business Administration 1998 — 1999
Master of Business Administration (MBA), Marketing, Entrepreneurship
University of Central Florida 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Dish Network February 2014 - Present
Dish Network May 2013 - February 2014
New York Life Insurance Company September 2010 - May 2013
New York Life Insurance Company June 2006 - September 2010
Ocwen Financial Corporation 2004 - 2006
CHEP 2002 - 2004
University of Central Florida 2001 - 2002
Skills
Direct Marketing, Database Marketing, Marketing Strategy, Cross-functional Team..., Life Insurance, Product Marketing, Business Planning, Analytics, Business Strategy, Customer Acquisition, Lead Generation, Leadership, Marketing, New Business Development, Segmentation, Business Analysis, Strategic Financial..., Competitive Analysis, Digital Marketing, Direct Mail, Insurance, Customer Retention, Multi-channel Marketing, Business Process..., Integrated Marketing, Brand Development, Budgets, Product Develo, Change Management, Consulting, Business Modeling, Problem Solving, Consumer Marketing, Customer Marketing, Revenue Growth..., Marketing Analytics, DRTV, Direct Response..., Pricing Strategy, Cross Channel Marketing, Analysis, Operational Efficiency, Financial Product..., New Markets Development, Performance Reporting, Performance Dashboards, Business Performance..., New Market Expansion, AARP Marketing, Association Marketing...
Education
University of Central Florida - College of Business Administration 1998 — 1999
Master of Business Administration (MBA), Marketing, Entrepreneurship
University of Central Florida 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Davin Homan's New York Life Insurance Company Experience August 2009 - April 2012
Job Nevada Area Sales Manager at Patron
Industry Wine and Spirits
Experience
Patron May 2014 - Present
MKTG INC September 2012 - May 2014
New York Life Insurance Company August 2009 - April 2012
SCOOP Lounge LLC. January 2009 - May 2009
American General Financial Services October 2007 - May 2008
WHTQ 96.5 FM May 2006 - August 2006
Skills
Social Media Marketing, Facebook, Social Media, Social Networking, Business Networking, Marketing, Sales, Email Marketing, Customer Retention, Interpersonal..., Event Planning, Direct Marketing, Market Research, Advertising, Pinterest, Instagram, Twitter, LinkedIn, SEO, Trade Shows, Salesforce.com, Online Marketing, Small Business, Entrepreneurship, Leadership, Brand Management, Cold Calling, Customer Service, Finance, Investments, Lead Generation, Analysis, Strategy, Online Advertising, Marketing Strategy, Brand Awareness, Management, Business Development, Market Planning, Strategic Partnerships, Relationship Marketing, Account Management, Internal Communications, CRM, Public Relations, Creative Direction, Marketing Communications
Education
University of Central Florida - College of Business Administration 2004 — 2008
Marketing, Business Administration and Management, General
Patron May 2014 - Present
MKTG INC September 2012 - May 2014
New York Life Insurance Company August 2009 - April 2012
SCOOP Lounge LLC. January 2009 - May 2009
American General Financial Services October 2007 - May 2008
WHTQ 96.5 FM May 2006 - August 2006
Skills
Social Media Marketing, Facebook, Social Media, Social Networking, Business Networking, Marketing, Sales, Email Marketing, Customer Retention, Interpersonal..., Event Planning, Direct Marketing, Market Research, Advertising, Pinterest, Instagram, Twitter, LinkedIn, SEO, Trade Shows, Salesforce.com, Online Marketing, Small Business, Entrepreneurship, Leadership, Brand Management, Cold Calling, Customer Service, Finance, Investments, Lead Generation, Analysis, Strategy, Online Advertising, Marketing Strategy, Brand Awareness, Management, Business Development, Market Planning, Strategic Partnerships, Relationship Marketing, Account Management, Internal Communications, CRM, Public Relations, Creative Direction, Marketing Communications
Education
University of Central Florida - College of Business Administration 2004 — 2008
Marketing, Business Administration and Management, General
Bruce Yu Chen CLTC's New York Life Insurance Company Experience July 2012 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
University of California, San Diego December 2008 - July 2012
University of California, San Diego June 2010 - April 2011
Farmers Insurance August 2008 - September 2010
Skills
Insurance, Securities, Estate Planning, 401k Rollovers, Investments, Long-term Care, Mutual Funds, Retirement, Wealth Preservation..., Licensed Life Insurance..., Protection..., Finance, Key Person Protection, Financial Services, Annuity Sales, Legacies, Multi-generational..., Gifting Strategies, Multi-generational..., Social Skills, Charismatic Leadership, Life Coaching
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies - Econ/Poli Sci
Beijing Language and Cultural University
Chinese - Mandarin
Eagle Strategies, LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
University of California, San Diego December 2008 - July 2012
University of California, San Diego June 2010 - April 2011
Farmers Insurance August 2008 - September 2010
Skills
Insurance, Securities, Estate Planning, 401k Rollovers, Investments, Long-term Care, Mutual Funds, Retirement, Wealth Preservation..., Licensed Life Insurance..., Protection..., Finance, Key Person Protection, Financial Services, Annuity Sales, Legacies, Multi-generational..., Gifting Strategies, Multi-generational..., Social Skills, Charismatic Leadership, Life Coaching
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), International/Global Studies - Econ/Poli Sci
Beijing Language and Cultural University
Chinese - Mandarin
George D. Murphy, III's New York Life Insurance Company Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
Dzik Investments March 2013 - February 2014
Patrick Henry High School September 2011 - September 2012
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Key Person Protection, Universal Life Insurance, Asset Protection, 401k Rollovers, Buy-sell Agreements, Legacy Planning, Annuity Sales, Supplements to Employee..., Team Building, Negotiation, Customer Service, Leadership, PowerPoint, Public Speaking, Sales, Project Management, Legal Research, CRM, Management, Sales, Sales Managment, Fitness, Microsoft Word, Direct Sales, B2B Marketing Strategy, Education Funding, Relationship Building, Legal Writing, Microsoft Office, Microsoft Excel, Hospitality, Insurance
Education
UCSB 2007 — 2011
BA, History
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
Dzik Investments March 2013 - February 2014
Patrick Henry High School September 2011 - September 2012
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Key Person Protection, Universal Life Insurance, Asset Protection, 401k Rollovers, Buy-sell Agreements, Legacy Planning, Annuity Sales, Supplements to Employee..., Team Building, Negotiation, Customer Service, Leadership, PowerPoint, Public Speaking, Sales, Project Management, Legal Research, CRM, Management, Sales, Sales Managment, Fitness, Microsoft Word, Direct Sales, B2B Marketing Strategy, Education Funding, Relationship Building, Legal Writing, Microsoft Office, Microsoft Excel, Hospitality, Insurance
Education
UCSB 2007 — 2011
BA, History
Erica Larson's New York Life Insurance Company Experience August 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Spice Modern Steakhouse April 2012 - June 2014
Skills
Leadership, Teamwork, Communication Skills, Building Relationships, Whole Life Insurance, Event Coordination, Retirement Planning, Customer Service, Business Planning, Event Planning
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Central Floirda
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Spice Modern Steakhouse April 2012 - June 2014
Skills
Leadership, Teamwork, Communication Skills, Building Relationships, Whole Life Insurance, Event Coordination, Retirement Planning, Customer Service, Business Planning, Event Planning
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Central Floirda
Deborah Gamber Deborah Gamber's New York Life Insurance Company Experience September 1994 - January 1996
Job Financial Retirement Planner
Industry Financial Services
Experience
Sequoia Financial Corp. September 1994 - Present
New York Life Insurance Company September 1994 - January 1996
Boeing September 1979 - April 1982
Boeing September 1979 - March 1982
Computer Sciences Corporation September 1977 - September 1979
NOAA November 1972 - September 1977
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Investment Advisory, Securities, Investment Management, Fixed Annuities, Insurance, Life Insurance, Asset Allocation, Asset Management, Wealth Management, Investment Strategies, Term Life Insurance, IRAs, Portfolio Management, Wealth Accumulation, Finance, 401k Rollovers, Alternative Investments, Long-term Care, Wealth Management..., ETFs, Tax, Wealth, FINRA, Personal Finance, Financial Analysis, Series 7
Education
University of Colorado at Boulder 1967 — 1971
BA, theoretical mathematics
Unversity of Colorado 1967 — 1971
Theoretical Mathematics
Sequoia Financial Corp. September 1994 - Present
New York Life Insurance Company September 1994 - January 1996
Boeing September 1979 - April 1982
Boeing September 1979 - March 1982
Computer Sciences Corporation September 1977 - September 1979
NOAA November 1972 - September 1977
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Investment Advisory, Securities, Investment Management, Fixed Annuities, Insurance, Life Insurance, Asset Allocation, Asset Management, Wealth Management, Investment Strategies, Term Life Insurance, IRAs, Portfolio Management, Wealth Accumulation, Finance, 401k Rollovers, Alternative Investments, Long-term Care, Wealth Management..., ETFs, Tax, Wealth, FINRA, Personal Finance, Financial Analysis, Series 7
Education
University of Colorado at Boulder 1967 — 1971
BA, theoretical mathematics
Unversity of Colorado 1967 — 1971
Theoretical Mathematics
Damian Wang's New York Life Insurance Company Experience September 2011 - Present
Job Financial Service Professional with New York Life Insurance Company and NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Thai Green and Sushi January 2011 - August 2011
Chopsticks Asian Bistro December 2009 - October 2010
Master Chef July 2006 - September 2009
Little Holly August 2005 - July 2006
Skills
Personal Planning, Business Planning, Estate Planning, IRAs, Investments, Retirement, Strategic Financial..., Plannning, Retirement Planning, Fixed Annuities, Leadership, Long Term Care Insurance, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Term Life Insurance, Financial Services, Insurance, Small Business, Series 6, Finance, Financial Planners, 401k, Wealth Management, Securities, 401k Rollovers, Roth IRA, Asset Allocation, Insurance Planning, Financial Planning
Education
University of Colorado at Boulder 1992 — 1996
Beaverton High School
New York Life Insurance Company September 2011 - Present
Thai Green and Sushi January 2011 - August 2011
Chopsticks Asian Bistro December 2009 - October 2010
Master Chef July 2006 - September 2009
Little Holly August 2005 - July 2006
Skills
Personal Planning, Business Planning, Estate Planning, IRAs, Investments, Retirement, Strategic Financial..., Plannning, Retirement Planning, Fixed Annuities, Leadership, Long Term Care Insurance, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Term Life Insurance, Financial Services, Insurance, Small Business, Series 6, Finance, Financial Planners, 401k, Wealth Management, Securities, 401k Rollovers, Roth IRA, Asset Allocation, Insurance Planning, Financial Planning
Education
University of Colorado at Boulder 1992 — 1996
Beaverton High School
Darlene Neeley Darlene Neeley's New York Life Insurance Company Experience September 2008 - Present
Job Administrative Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2008 - Present
Northrop Grumman Corporation 1999 - 2004
Cincinnati Financial February 1979 - 1990
Skills
Retired Paramedic, Microsoft Office, Customer Service, Management, Public Speaking, Social Networking, Marketing, Team Building, Social Media
Education
University of Cincinnati 1979 — 1981
Almost Associates Degree, Computer Science
Programming School at Cincinnati Financial - equivalent to a 2 year degree 1979 — 1980
New York Life Insurance Company September 2008 - Present
Northrop Grumman Corporation 1999 - 2004
Cincinnati Financial February 1979 - 1990
Skills
Retired Paramedic, Microsoft Office, Customer Service, Management, Public Speaking, Social Networking, Marketing, Team Building, Social Media
Education
University of Cincinnati 1979 — 1981
Almost Associates Degree, Computer Science
Programming School at Cincinnati Financial - equivalent to a 2 year degree 1979 — 1980
Lawrence C. Fugett's New York Life Insurance Company Experience September 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Redbud Financial December 2014 - June 2015
Fidelity Bank / Oklahoma Fidelity Bank April 2012 - November 2014
MidFirst Bank January 2008 - April 2012
MidFirst Bank January 2005 - January 2008
Skills
Banking, Credit, Loans, Commercial Banking, Small Business Lending, Management, Branch Banking, Consumer Lending, Cross Selling, Lines Of Credit, Loan Origination, Mortgage Banking, Mortgage Lending, Retail Banking, Deposits, Leadership, Sales, Refinance, Home Equity Lines of..., CRM
Education
University of Central Oklahoma
New York Life Insurance Company September 2015 - Present
Redbud Financial December 2014 - June 2015
Fidelity Bank / Oklahoma Fidelity Bank April 2012 - November 2014
MidFirst Bank January 2008 - April 2012
MidFirst Bank January 2005 - January 2008
Skills
Banking, Credit, Loans, Commercial Banking, Small Business Lending, Management, Branch Banking, Consumer Lending, Cross Selling, Lines Of Credit, Loan Origination, Mortgage Banking, Mortgage Lending, Retail Banking, Deposits, Leadership, Sales, Refinance, Home Equity Lines of..., CRM
Education
University of Central Oklahoma
Darlene Neeley Darlene Neeley's New York Life Insurance Company Experience September 2010 - Present
Job Administrative Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
Skills
Customer Service, Public Speaking, Microsoft Office, Sales, Outlook, Insurance, Time Management, Marketing, Research, Social Media, Business Analysis, Systems Analysis, Computer Maintenance
Education
University of Cincinnati
Woodward Hight School Cincinnati OH
High School Diploma, Business
New York Life Insurance Company September 2010 - Present
Skills
Customer Service, Public Speaking, Microsoft Office, Sales, Outlook, Insurance, Time Management, Marketing, Research, Social Media, Business Analysis, Systems Analysis, Computer Maintenance
Education
University of Cincinnati
Woodward Hight School Cincinnati OH
High School Diploma, Business
Donovan Luna's New York Life Insurance Company Experience March 2014 - Present
Job Audit and Financial Services.
Industry Financial Services
Experience
GECU December 2014 - Present
New York Life Insurance Company March 2014 - Present
FirstLight Federal Credit Union October 2013 - Present
Citifinancial June 2006 - June 2012
Skills
Personal finance, loans personal and Real..., Branch Administration, Credit Union member..., Microsoft Office, Licensed Life Insurance..., Cross sales, Personal Finance, Research, Risk Management, Sales, Finance, Banking, Credit, Management, Financial Analysis
Education
University of Central Oklahoma 2011 — 2013
Business, Finance, 3.5
GECU December 2014 - Present
New York Life Insurance Company March 2014 - Present
FirstLight Federal Credit Union October 2013 - Present
Citifinancial June 2006 - June 2012
Skills
Personal finance, loans personal and Real..., Branch Administration, Credit Union member..., Microsoft Office, Licensed Life Insurance..., Cross sales, Personal Finance, Research, Risk Management, Sales, Finance, Banking, Credit, Management, Financial Analysis
Education
University of Central Oklahoma 2011 — 2013
Business, Finance, 3.5
David Mule's New York Life Insurance Company Experience February 2008 - September 2008
Job Member Rep Team Lead at MacNeill Group
Industry Insurance
Experience
MacNeill Group, Inc. April 2015 - Present
MacNeill Group, Inc. January 2014 - April 2015
Advanced Tech Support September 2013 - January 2014
Arriva Medical April 2012 - August 2013
Arriva Medical November 2010 - April 2012
TruGreen Lawncare January 2009 - September 2010
New York Life Insurance Company February 2008 - September 2008
Mule Homes Inc; Mule Framing Inc March 2003 - July 2008
Skills
Financial Analysis, Data Analysis, Business Strategy, Medicare, Sales Management, Business Analysis, Quality Assurance, Sales, Process Improvement, Analysis, Account Management, Team Building, Call Centers, Forecasting, Customer Satisfaction, Leadership, Training, Insurance
Education
Florida Atlantic University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 2003 — 2005
Bachelor of Science in Business Administration, Finance
MacNeill Group, Inc. April 2015 - Present
MacNeill Group, Inc. January 2014 - April 2015
Advanced Tech Support September 2013 - January 2014
Arriva Medical April 2012 - August 2013
Arriva Medical November 2010 - April 2012
TruGreen Lawncare January 2009 - September 2010
New York Life Insurance Company February 2008 - September 2008
Mule Homes Inc; Mule Framing Inc March 2003 - July 2008
Skills
Financial Analysis, Data Analysis, Business Strategy, Medicare, Sales Management, Business Analysis, Quality Assurance, Sales, Process Improvement, Analysis, Account Management, Team Building, Call Centers, Forecasting, Customer Satisfaction, Leadership, Training, Insurance
Education
Florida Atlantic University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 2003 — 2005
Bachelor of Science in Business Administration, Finance
Jacob Witkowski QKA Jacob Witkowski QKA's New York Life Insurance Company Experience October 2006 - January 2008
Job Director, Internal Sales Team at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors December 2014 - Present
PNC Capital Advisors November 2013 - Present
Charles Schwab January 2011 - November 2013
Northwestern Mutual January 2008 - January 2011
New York Life Insurance Company October 2006 - January 2008
Charles Schwab July 2003 - July 2005
Charles Schwab May 2002 - July 2003
Integrated Funds Services 2001 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Investments, Series 6, Securities, Series 63, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Equities, Investment Advisory, Financial Planners, Insurance, series 66, Series 24
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
PNC Capital Advisors December 2014 - Present
PNC Capital Advisors November 2013 - Present
Charles Schwab January 2011 - November 2013
Northwestern Mutual January 2008 - January 2011
New York Life Insurance Company October 2006 - January 2008
Charles Schwab July 2003 - July 2005
Charles Schwab May 2002 - July 2003
Integrated Funds Services 2001 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Investments, Series 6, Securities, Series 63, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Equities, Investment Advisory, Financial Planners, Insurance, series 66, Series 24
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Brian Fenn's New York Life Insurance Company Experience July 2011 - December 2013
Job Management/Sales
Industry Retail
Experience
Northwestern Mutual October 2013 - Present
Mercedes-Benz USA January 2013 - Present
New York Life Insurance Company July 2011 - December 2013
Havertys Furniture January 2011 - June 2013
Kane's Furniture December 2008 - July 2011
Rooms To Go October 2003 - December 2008
La-Z-Boy January 2000 - October 2003
Skills
Customer Service, Employee Benefits, Sales, Insurance, Life Insurance, Term Life Insurance, Mutual Funds, Sales Management, Marketing, Microsoft Office, Team Building, Microsoft Excel, Strategic Planning, Negotiation, Management, Account Management, New Business Development, Microsoft Word, PowerPoint, Direct Sales
Education
University of Central Florida 2002 — 2005
BS, Psychology
University of Notre Dame 1997 — 2001
Associate of Science (A.S.), Forensic Pathology Residency Program
Northwestern Mutual October 2013 - Present
Mercedes-Benz USA January 2013 - Present
New York Life Insurance Company July 2011 - December 2013
Havertys Furniture January 2011 - June 2013
Kane's Furniture December 2008 - July 2011
Rooms To Go October 2003 - December 2008
La-Z-Boy January 2000 - October 2003
Skills
Customer Service, Employee Benefits, Sales, Insurance, Life Insurance, Term Life Insurance, Mutual Funds, Sales Management, Marketing, Microsoft Office, Team Building, Microsoft Excel, Strategic Planning, Negotiation, Management, Account Management, New Business Development, Microsoft Word, PowerPoint, Direct Sales
Education
University of Central Florida 2002 — 2005
BS, Psychology
University of Notre Dame 1997 — 2001
Associate of Science (A.S.), Forensic Pathology Residency Program
Lillian Grace Vincent's New York Life Insurance Company Experience October 2013 - Present
Job Passionate New York Life Agent Helping People Retire
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
AssistRx July 2010 - May 2013
Seniors Outreach Center February 2009 - July 2010
Freedom Health March 2008 - March 2009
Skills
Leadership, Team Building, Public Speaking, Sales, Insurance, Training, Customer Service, Leadership Development, Negotiation, Social Networking, Public Relations, Microsoft Word, Research, Coaching, Marketing, Strategic Planning, Teaching, Social Media, Recruiting, Yoga, Outlook, Microsoft Excel, Call Centers, Financial Services, Fixed Annuities, Time Management, Annuity Sales, Asset Protection, Business Insurance..., Legacy Planning, Licensed Long Term Care..., Estate Planning, Buy-sell Agreements, Lifetime Income..., Muli Generational..., Retirement Planning, Risk Management, 401k Rollovers, IRA Rollovers, Wealth Preservation..., Legacies, Personal Finance, Key Person Insurance, Business Succession..., Multi Generational..., Creative Problem Solving, Key Person Protection, Social Media Marketing
Education
University of Central Florida 2000 — 2006
Digital Media, Story Boarding, Maya 3D Modeling, Adobe Creative Suite, Website Design & Studio Art/ Design
New York Life Insurance Company October 2013 - Present
AssistRx July 2010 - May 2013
Seniors Outreach Center February 2009 - July 2010
Freedom Health March 2008 - March 2009
Skills
Leadership, Team Building, Public Speaking, Sales, Insurance, Training, Customer Service, Leadership Development, Negotiation, Social Networking, Public Relations, Microsoft Word, Research, Coaching, Marketing, Strategic Planning, Teaching, Social Media, Recruiting, Yoga, Outlook, Microsoft Excel, Call Centers, Financial Services, Fixed Annuities, Time Management, Annuity Sales, Asset Protection, Business Insurance..., Legacy Planning, Licensed Long Term Care..., Estate Planning, Buy-sell Agreements, Lifetime Income..., Muli Generational..., Retirement Planning, Risk Management, 401k Rollovers, IRA Rollovers, Wealth Preservation..., Legacies, Personal Finance, Key Person Insurance, Business Succession..., Multi Generational..., Creative Problem Solving, Key Person Protection, Social Media Marketing
Education
University of Central Florida 2000 — 2006
Digital Media, Story Boarding, Maya 3D Modeling, Adobe Creative Suite, Website Design & Studio Art/ Design
Daniel B.G. Levine, CLU's New York Life Insurance Company Experience 2004 - 2009
Job Owner, Eagle Financial & Insurance Solutions
Industry Financial Services
Experience
Eagle Financial & Insurance Solutions 1980 - Present
New York Life Insurance Company 2004 - 2009
Levine Financial Group October 1980 - 2002
Skills
CLU, Chartered Life..., Individual Life, Strategic Financial..., Investments, Securities, Analysis, Management, Finance, Insurance, Financial Analysis, Banking, Fixed Annuities
Education
University of California, Santa Barbara 1976 — 1980
BA, Business Economics
Dwight Private School
Eagle Financial & Insurance Solutions 1980 - Present
New York Life Insurance Company 2004 - 2009
Levine Financial Group October 1980 - 2002
Skills
CLU, Chartered Life..., Individual Life, Strategic Financial..., Investments, Securities, Analysis, Management, Finance, Insurance, Financial Analysis, Banking, Fixed Annuities
Education
University of California, Santa Barbara 1976 — 1980
BA, Business Economics
Dwight Private School
Barbee Sjodahl Barbee Sjodahl's New York Life Insurance Company Experience 1984 - 1985
Job Administrative Assistant at Making Everlasting Memories
Industry Insurance
Experience
Making Everlasting Memories April 2013 - Present
Ethicon Endo-Surgery May 2012 - July 2012
WellPoint, Inc. October 2008 - March 2012
Cincinnati Childrens Hospital Medical Center October 2001 - June 2008
Hewitt Associates March 2000 - June 2001
Blue Chip Venture Company March 1999 - March 2000
Anthem/Community Mutual Insurance Company September 1988 - October 1998
Community Mutual Insurance Company 1988 - 1998
New York Life Insurance Company 1984 - 1985
Skills
Word, Excel, PeopleSoft, PowerPoint, Administration, Outlook, Human Resources, Microsoft Word, Microsoft Excel, SharePoint, Microsoft Office, Administrative..., Management, Program Management, Time Management, Software Documentation, Access, Data Analysis, Administrative...
Education
University of Cincinnati 1971 — 1972
None, Child Care Technology
Making Everlasting Memories April 2013 - Present
Ethicon Endo-Surgery May 2012 - July 2012
WellPoint, Inc. October 2008 - March 2012
Cincinnati Childrens Hospital Medical Center October 2001 - June 2008
Hewitt Associates March 2000 - June 2001
Blue Chip Venture Company March 1999 - March 2000
Anthem/Community Mutual Insurance Company September 1988 - October 1998
Community Mutual Insurance Company 1988 - 1998
New York Life Insurance Company 1984 - 1985
Skills
Word, Excel, PeopleSoft, PowerPoint, Administration, Outlook, Human Resources, Microsoft Word, Microsoft Excel, SharePoint, Microsoft Office, Administrative..., Management, Program Management, Time Management, Software Documentation, Access, Data Analysis, Administrative...
Education
University of Cincinnati 1971 — 1972
None, Child Care Technology
Kevin Mumford, CLF Kevin Mumford, CLF's New York Life Insurance Company Experience September 2007 - August 2013
Job Managing Director at MassMutual Albany
Industry Financial Services
Experience
MassMutual Albany August 2013 - Present
New York Life Insurance Company September 2007 - August 2013
Aon January 2003 - September 2007
Aon September 2000 - December 2002
Aon December 1999 - September 2000
Education
University of California, Santa Barbara 1993 — 1997
Business Management
De La Salle High School. Concord Ca 1989 — 1993
High School
MassMutual Albany August 2013 - Present
New York Life Insurance Company September 2007 - August 2013
Aon January 2003 - September 2007
Aon September 2000 - December 2002
Aon December 1999 - September 2000
Education
University of California, Santa Barbara 1993 — 1997
Business Management
De La Salle High School. Concord Ca 1989 — 1993
High School
Paul McClung Paul McClung's New York Life Insurance Company Experience January 2009 - April 2014
Job Vice President, Product Control & Supervision at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Benjamin Maus Benjamin Maus's New York Life Insurance Company Experience August 2006 - May 2007
Job SE Regional GPS Coach
Industry Warehousing
Experience
C&S wholesale grocers March 2015 - Present
TIAA-CREF March 2012 - March 2015
TIAA-CREF January 2010 - March 2012
Lincoln Financial Advisors November 2007 - December 2009
New York Life Insurance Company August 2006 - May 2007
Lincoln Financial Advisors May 2005 - August 2006
Skills
Process Improvement, Value Stream Mapping, Visio, Data Analysis, Facilitation, Project Management, Cross-functional Team..., Time Management, Operating Systems, Management System, Rapid Process..., Stakeholder Analysis, DMAIC, Green Belt
Education
University of Colorado at Boulder 2011 — 2016
MBA, Business
Western Carolina University 2003 — 2007
BSBA, Finance
C&S wholesale grocers March 2015 - Present
TIAA-CREF March 2012 - March 2015
TIAA-CREF January 2010 - March 2012
Lincoln Financial Advisors November 2007 - December 2009
New York Life Insurance Company August 2006 - May 2007
Lincoln Financial Advisors May 2005 - August 2006
Skills
Process Improvement, Value Stream Mapping, Visio, Data Analysis, Facilitation, Project Management, Cross-functional Team..., Time Management, Operating Systems, Management System, Rapid Process..., Stakeholder Analysis, DMAIC, Green Belt
Education
University of Colorado at Boulder 2011 — 2016
MBA, Business
Western Carolina University 2003 — 2007
BSBA, Finance
Christie Mueller's New York Life Insurance Company Experience 1985 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Mueller and Associates February 1985 - Present
New York Life Insurance Company 1985 - Present
Eagle Strategies, LLC October 1985 - October 1985
KIRO TV 1982 - 1983
KOIN-TV 1980 - 1982
KBCI-TV January 1978 - January 1980
Skills
Retirement, Insurance, Retirement Planning, Estate Planning, Life Insurance, IRA Rollovers, Investments, Wealth Preservation..., Annuity sales, Licensed in Long-term..., Strategic Planning, Program Management, Business, Portfolio Management, Team Building, Risk Management, Disability Insurance, Small Business
Education
University of California, Santa Barbara 1969 — 1973
English, English Lit, Spanish
Mueller and Associates February 1985 - Present
New York Life Insurance Company 1985 - Present
Eagle Strategies, LLC October 1985 - October 1985
KIRO TV 1982 - 1983
KOIN-TV 1980 - 1982
KBCI-TV January 1978 - January 1980
Skills
Retirement, Insurance, Retirement Planning, Estate Planning, Life Insurance, IRA Rollovers, Investments, Wealth Preservation..., Annuity sales, Licensed in Long-term..., Strategic Planning, Program Management, Business, Portfolio Management, Team Building, Risk Management, Disability Insurance, Small Business
Education
University of California, Santa Barbara 1969 — 1973
English, English Lit, Spanish
Daniel D'Angelo's New York Life Insurance Company Experience June 2014 - August 2014
Job Associate Travel Advisor at Evolve Vacation Rental Network
Industry International Affairs
Experience
Evolve Vacation Rental Network September 2015 - Present
Colorado Chautauqua National Historic Landmark June 2014 - August 2015
U.S. House of Representatives January 2015 - May 2015
University of Colorado Boulder June 2014 - May 2015
New York Life Insurance Company June 2014 - August 2014
University of Colorado Boulder September 2013 - June 2014
U.S. House of Representatives January 2013 - May 2013
Gerard J. Picaso Inc. May 2011 - August 2012
Skills
International Relations, Communication Skills, Organization &..., Environmental Awareness, Climate Change, Microsoft Office, PowerPoint, Political Science, Government, International..., Public Policy, Environmental Policy, Research, Data Analysis, Sustainability, Community Outreach, Social Media, Microsoft Word, Microsoft Excel, Communication, Leadership, Facebook, Public Speaking
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, 3.33 GPA
Xavier High School 2007 — 2011
Evolve Vacation Rental Network September 2015 - Present
Colorado Chautauqua National Historic Landmark June 2014 - August 2015
U.S. House of Representatives January 2015 - May 2015
University of Colorado Boulder June 2014 - May 2015
New York Life Insurance Company June 2014 - August 2014
University of Colorado Boulder September 2013 - June 2014
U.S. House of Representatives January 2013 - May 2013
Gerard J. Picaso Inc. May 2011 - August 2012
Skills
International Relations, Communication Skills, Organization &..., Environmental Awareness, Climate Change, Microsoft Office, PowerPoint, Political Science, Government, International..., Public Policy, Environmental Policy, Research, Data Analysis, Sustainability, Community Outreach, Social Media, Microsoft Word, Microsoft Excel, Communication, Leadership, Facebook, Public Speaking
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs, 3.33 GPA
Xavier High School 2007 — 2011
Tanushree Mukherjee, CSM Tanushree Mukherjee, CSM's New York Life Insurance Company Experience 2010 - 2012
Job Sr. Project Manager Implementations & Product Integrations at Xoom Corporation
Industry Information Technology and Services
Experience
Xoom Corporation April 2015 - Present
NMI Holdings, Inc. (National MI) September 2012 - February 2015
New York Life Insurance Company 2010 - 2012
Symantec Corporation 2008 - 2010
Wells Fargo Bank 2007 - 2008
Cisco Systems 2006 - 2007
Napster 2004 - 2006
Lufthansa Systems 2001 - 2004
Skills
Business Analysis, Project Management, Vendor Management, Business Development, SDLC, Cross-functional Team..., Management, E-commerce, Business Strategy, Program Management, Operations Management, Leadership, Finance, Project Delivery, Risk Management, Information Technology, Integration, Software Project..., Agile Project Management, Strategic Communications, Agile Methodologies, Requirements Gathering
Education
UCSC
Project and Program Management Certification
Uttar Pradesh Technical University
Bachelor of Engineering (BE)
Xoom Corporation April 2015 - Present
NMI Holdings, Inc. (National MI) September 2012 - February 2015
New York Life Insurance Company 2010 - 2012
Symantec Corporation 2008 - 2010
Wells Fargo Bank 2007 - 2008
Cisco Systems 2006 - 2007
Napster 2004 - 2006
Lufthansa Systems 2001 - 2004
Skills
Business Analysis, Project Management, Vendor Management, Business Development, SDLC, Cross-functional Team..., Management, E-commerce, Business Strategy, Program Management, Operations Management, Leadership, Finance, Project Delivery, Risk Management, Information Technology, Integration, Software Project..., Agile Project Management, Strategic Communications, Agile Methodologies, Requirements Gathering
Education
UCSC
Project and Program Management Certification
Uttar Pradesh Technical University
Bachelor of Engineering (BE)
Markus Reinmund's New York Life Insurance Company Experience June 2012 - December 2014
Job Principal, Customer Experience Advisory
Industry Financial Services
Experience
Customer Experience Advisory February 2015 - Present
New York Life Insurance Company June 2012 - December 2014
New York Life Insurance Company 2011 - 2013
New York Life Insurance 2009 - 2011
Covidien 2007 - 2009
Fonar Corp. 2004 - 2007
Fonar Corp. 2002 - 2004
Siemens AG 1997 - 1999
German Air Force 1996 - 1997
Skills
Marketing Strategy, Business Strategy, Product Management, Lead Management, Market Development, Consulting, Innovation, Behavioral Finance, Economic Modeling, Customer Insight, Cross Functional Team..., International Joint..., Operations Management, Medical Devices, Strategy, Marketing, Business Development, B2B, Analytics, Product Marketing, Strategic Planning, Strategic Partnerships, Cross-functional Team..., Start-ups, P&L Management, Product Launch, Executive Management, Leadership, Management, CRM, Product Development, Segmentation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Cambridge 1999 — 2002
MA
University of Cambridge 1999 — 2002
BA
Customer Experience Advisory February 2015 - Present
New York Life Insurance Company June 2012 - December 2014
New York Life Insurance Company 2011 - 2013
New York Life Insurance 2009 - 2011
Covidien 2007 - 2009
Fonar Corp. 2004 - 2007
Fonar Corp. 2002 - 2004
Siemens AG 1997 - 1999
German Air Force 1996 - 1997
Skills
Marketing Strategy, Business Strategy, Product Management, Lead Management, Market Development, Consulting, Innovation, Behavioral Finance, Economic Modeling, Customer Insight, Cross Functional Team..., International Joint..., Operations Management, Medical Devices, Strategy, Marketing, Business Development, B2B, Analytics, Product Marketing, Strategic Planning, Strategic Partnerships, Cross-functional Team..., Start-ups, P&L Management, Product Launch, Executive Management, Leadership, Management, CRM, Product Development, Segmentation
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Cambridge 1999 — 2002
MA
University of Cambridge 1999 — 2002
BA
Anna Chin's New York Life Insurance Company Experience 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Fringe Benefit Group April 2013 - December 2014
WhiteGlove Health March 2012 - March 2013
QuickGifts September 2011 - February 2012
CIGNA January 2010 - April 2011
CIGNA June 2008 - January 2010
CIGNA December 2006 - January 2008
Health Net February 2003 - April 2006
WellPoint December 2001 - December 2003
Skills
Leadership, Insurance, Life Insurance, Management, Term Life Insurance, Retirement Planning, Disability Insurance, Business Development, Brokers, Customer Retention, Small Business, Business Planning, Whole Life, Licensed in Long Term..., Education Funding..., whole life insurance, 401k, Annuity Sales, Estate Planning, Wealth Preservation..., Retirement Income..., Mutual Funds, Key Person Protection, Buy-sell Agreements, Team Building, Marketing, Customer Service
Education
University of California, San Diego 1997 — 1999
BA, Communications
University of California, Santa Cruz 1995 — 1997
Communication and Media Studies
NYLIFE Securities LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Fringe Benefit Group April 2013 - December 2014
WhiteGlove Health March 2012 - March 2013
QuickGifts September 2011 - February 2012
CIGNA January 2010 - April 2011
CIGNA June 2008 - January 2010
CIGNA December 2006 - January 2008
Health Net February 2003 - April 2006
WellPoint December 2001 - December 2003
Skills
Leadership, Insurance, Life Insurance, Management, Term Life Insurance, Retirement Planning, Disability Insurance, Business Development, Brokers, Customer Retention, Small Business, Business Planning, Whole Life, Licensed in Long Term..., Education Funding..., whole life insurance, 401k, Annuity Sales, Estate Planning, Wealth Preservation..., Retirement Income..., Mutual Funds, Key Person Protection, Buy-sell Agreements, Team Building, Marketing, Customer Service
Education
University of California, San Diego 1997 — 1999
BA, Communications
University of California, Santa Cruz 1995 — 1997
Communication and Media Studies
Stephen Fricke's New York Life Insurance Company Experience 2007 - 2008
Job Helping You Sleep Great
Industry Retail
Experience
Select Comfort July 2011 - Present
Brandstetters Kanga Roof May 2009 - July 2011
Jeff Ruby Culinary Entertainment July 2010 - May 2011
Place On The Park Condo Association 2004 - 2009
BASC Manufacturing August 2004 - May 2008
New York Life Insurance Company 2007 - 2008
Equipto Inc August 2000 - August 2005
Skills
Sales Operations, Customer Service, Networking, Sales Management, Marketing, Cold Calling, Customer Satisfaction, Social Media, Microsoft Office, Sales, Selling, Event Planning, Retail, Public Relations, New Business Development, Account Management
Education
University of Cincinnati 1989 — 1990
Select Comfort July 2011 - Present
Brandstetters Kanga Roof May 2009 - July 2011
Jeff Ruby Culinary Entertainment July 2010 - May 2011
Place On The Park Condo Association 2004 - 2009
BASC Manufacturing August 2004 - May 2008
New York Life Insurance Company 2007 - 2008
Equipto Inc August 2000 - August 2005
Skills
Sales Operations, Customer Service, Networking, Sales Management, Marketing, Cold Calling, Customer Satisfaction, Social Media, Microsoft Office, Sales, Selling, Event Planning, Retail, Public Relations, New Business Development, Account Management
Education
University of Cincinnati 1989 — 1990
Kate Mullins's New York Life Insurance Company Experience September 2011 - Present
Job Senior Actuarial Assistant at New York Life
Industry Insurance
Experience
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2007 - September 2011
New York Life Insurance Company May 2007 - July 2007
Skills
Actuarial Science, Actuaries, Life Insurance, Statistics, Microsoft Excel
Education
University of Central Florida
B.S., Actuarial Science
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2007 - September 2011
New York Life Insurance Company May 2007 - July 2007
Skills
Actuarial Science, Actuaries, Life Insurance, Statistics, Microsoft Excel
Education
University of Central Florida
B.S., Actuarial Science
James Logan Ostrander, MBA CLTC's New York Life Insurance Company Experience 1993 - Present
Job New York Life
Industry Financial Services
Experience
New York Life 1993 - Present
New York Life Insurance Company 1993 - Present
New York Life Insurance Company December 1992 - Present
Skills
Investments, Insurance, Employee Benefits, Financial Analysis, Budgets, Strategic Planning, Finance, Estate Planning, Portfolio Management, Strategic Financial..., Retirement Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1991
University of California, Riverside 1986 — 1991
New York Life 1993 - Present
New York Life Insurance Company 1993 - Present
New York Life Insurance Company December 1992 - Present
Skills
Investments, Insurance, Employee Benefits, Financial Analysis, Budgets, Strategic Planning, Finance, Estate Planning, Portfolio Management, Strategic Financial..., Retirement Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1991
University of California, Riverside 1986 — 1991
Ron Parshad's New York Life Insurance Company Experience June 2007 - April 2008
Job Experienced Sales Development | Inside Sales Leader
Industry Computer Software
Experience
BrightTALK October 2015 - Present
SmartRecruiters January 2015 - August 2015
AgilOne April 2012 - November 2014
SuccessFactors August 2008 - April 2012
New York Life Insurance Company June 2007 - April 2008
Bank of the West March 2006 - June 2007
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree
BrightTALK October 2015 - Present
SmartRecruiters January 2015 - August 2015
AgilOne April 2012 - November 2014
SuccessFactors August 2008 - April 2012
New York Life Insurance Company June 2007 - April 2008
Bank of the West March 2006 - June 2007
Education
University of California, Santa Barbara 2003 — 2007
Bachelor's degree
Tamara St. John's New York Life Insurance Company Experience 2003 - 2006
Job Author, CEO, Motivational Speaker, Adjunct Professor
Industry Higher Education
Experience
Self Employed January 2013 - Present
Alternative Health Solutions June 2009 - Present
Mt. San Antonio College February 2014 - Present
University of La Verne May 2010 - Present
California Baptist University May 2010 - May 2012
San Joaquin Valley College May 2006 - May 2009
San Joaquin Valley College 2005 - 2009
New York Life Insurance Co March 2003 - March 2006
New York Life Insurance Company 2003 - 2006
Starking International Corp March 1996 - March 2003
Skills
Accounting, Accounts Receivable, Leadership, Training, Payroll, Microsoft Office, Public Speaking, Finance, Management, Forecasting, Leadership Development, PowerPoint, Human Resources, Insurance, Accounts Payable, Social Media
Education
University of La Verne 2007 — 2009
MBA, Finance and Accounting
The American College Bryn
University of California, Riverside
Bachelor of Science in Business Administration, Business Administration; Finance
University of LaVerne
Master, Business Administration; Accounting and Finance
Self Employed January 2013 - Present
Alternative Health Solutions June 2009 - Present
Mt. San Antonio College February 2014 - Present
University of La Verne May 2010 - Present
California Baptist University May 2010 - May 2012
San Joaquin Valley College May 2006 - May 2009
San Joaquin Valley College 2005 - 2009
New York Life Insurance Co March 2003 - March 2006
New York Life Insurance Company 2003 - 2006
Starking International Corp March 1996 - March 2003
Skills
Accounting, Accounts Receivable, Leadership, Training, Payroll, Microsoft Office, Public Speaking, Finance, Management, Forecasting, Leadership Development, PowerPoint, Human Resources, Insurance, Accounts Payable, Social Media
Education
University of La Verne 2007 — 2009
MBA, Finance and Accounting
The American College Bryn
University of California, Riverside
Bachelor of Science in Business Administration, Business Administration; Finance
University of LaVerne
Master, Business Administration; Accounting and Finance
Liz Pavlik's New York Life Insurance Company Experience June 2000 - April 2006
Job President at Broker Dealer Strategies, LLC
Industry Information Technology and Services
Experience
Broker Dealer Strategies, LLC March 2014 - Present
National Life Group April 2006 - March 2014
New York Life Insurance Company June 2000 - April 2006
New York Life Insurance Company June 1999 - June 2000
Skills
Business Analysis, SDLC, Vendor Management, Change Management, Project Management, IT Strategy, Data Warehousing, Team Leadership, Requirements Analysis, Leadership
Education
University of California, San Diego 1992 — 1995
Bachelor of Science (BS), Information Technology
Sunapee High School 1989 — 1992
Broker Dealer Strategies, LLC March 2014 - Present
National Life Group April 2006 - March 2014
New York Life Insurance Company June 2000 - April 2006
New York Life Insurance Company June 1999 - June 2000
Skills
Business Analysis, SDLC, Vendor Management, Change Management, Project Management, IT Strategy, Data Warehousing, Team Leadership, Requirements Analysis, Leadership
Education
University of California, San Diego 1992 — 1995
Bachelor of Science (BS), Information Technology
Sunapee High School 1989 — 1992
Travis Holeman's New York Life Insurance Company Experience January 1999 - January 2001
Job Owner KeyWestAngling.com / Holeman Brothers Outdoors
Industry Maritime
Experience
Key West Angling/ Holeman Brothers Outdoors December 2000 - Present
Lake and Bay Boats January 2004 - 2012
IAQS,Inc January 2001 - October 2004
New York Life Insurance Company January 1999 - January 2001
Skills
Fishing, Hunting, Outdoors, Fly Fishing, Public Speaking, Customer Relations, Customer Service, Problem Solving, Shooting, Social Media, Video, Brand Development, Product Development, Blogging, Trade Shows, Photography, Promotions, Advertising, Boat, Boating, Budgets, Camping, Copywriting, Event Planning, Fundraising, Hiking, Marketing, Online Advertising, Online Marketing, Outdoor Recreation, Producing, Public Relations, Retail, SEO, Sales, Sports, Television, Social Media Marketing, Social Networking, Sporting Goods, Team Building
Education
University of Central Oklahoma 1994 — 2000
BA Liberal Arts, Sociology
University Central Oklahoma
BA, Sociology
Key West Angling/ Holeman Brothers Outdoors December 2000 - Present
Lake and Bay Boats January 2004 - 2012
IAQS,Inc January 2001 - October 2004
New York Life Insurance Company January 1999 - January 2001
Skills
Fishing, Hunting, Outdoors, Fly Fishing, Public Speaking, Customer Relations, Customer Service, Problem Solving, Shooting, Social Media, Video, Brand Development, Product Development, Blogging, Trade Shows, Photography, Promotions, Advertising, Boat, Boating, Budgets, Camping, Copywriting, Event Planning, Fundraising, Hiking, Marketing, Online Advertising, Online Marketing, Outdoor Recreation, Producing, Public Relations, Retail, SEO, Sales, Sports, Television, Social Media Marketing, Social Networking, Sporting Goods, Team Building
Education
University of Central Oklahoma 1994 — 2000
BA Liberal Arts, Sociology
University Central Oklahoma
BA, Sociology
Eric Kiamie's New York Life Insurance Company Experience 1989 - 1993
Job President, Kiamie Benefits Group, LLC
Industry Insurance
Experience
Kiamie Benefits and Insurance Group, LLC December 2005 - Present
Kiamie Agency, Inc May 1984 - Present
Allstate Financial Services, LLC November 2007 - October 2011
MetLife February 2002 - August 2008
The NIA Group LLC February 1998 - February 2002
New York Life Insurance Company 1989 - 1993
Skills
Disability Insurance, Customer Service, Employee Benefits, Real Estate, Property, New Business Development, Long-term Care, Life Insurance, Insurance, Health Insurance
Education
University of Central Florida 1987 — 1990
Business Administration
Cranford High School 1980 — 1983
Union County College
Kiamie Benefits and Insurance Group, LLC December 2005 - Present
Kiamie Agency, Inc May 1984 - Present
Allstate Financial Services, LLC November 2007 - October 2011
MetLife February 2002 - August 2008
The NIA Group LLC February 1998 - February 2002
New York Life Insurance Company 1989 - 1993
Skills
Disability Insurance, Customer Service, Employee Benefits, Real Estate, Property, New Business Development, Long-term Care, Life Insurance, Insurance, Health Insurance
Education
University of Central Florida 1987 — 1990
Business Administration
Cranford High School 1980 — 1983
Union County College
Geoffrey Pfeiffer's New York Life Insurance Company Experience 2009 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2009 - Present
BCI 2007 - 2009
AXA/Equitable March 2001 - December 2006
Skills
Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Business Planning, Wealth, Disability Insurance, Life Insurance, Long-term Care, Financial Advisory, Securities, Mutual Funds, Financial Services, Wealth Management, Term Life Insurance, IRAs, Financial Planners, Pensions, Series 7, Investments, Asset Allocation, Series 63, Long Term Care Insurance, 401k
Education
University of Cincinnati College of Law 1972 — 1975
JD, Law
New York Life Insurance Company 2009 - Present
BCI 2007 - 2009
AXA/Equitable March 2001 - December 2006
Skills
Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Business Planning, Wealth, Disability Insurance, Life Insurance, Long-term Care, Financial Advisory, Securities, Mutual Funds, Financial Services, Wealth Management, Term Life Insurance, IRAs, Financial Planners, Pensions, Series 7, Investments, Asset Allocation, Series 63, Long Term Care Insurance, 401k
Education
University of Cincinnati College of Law 1972 — 1975
JD, Law
Jim Wirtz's New York Life Insurance Company Experience March 2011 - July 2012
Job Life Brokerage Manager at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America March 2013 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life Insurance Co. August 2007 - March 2011
New York Life Insurance Co. April 1993 - August 2007
John Hancock March 1984 - September 1992
Skills
Relationship Management, Communication, Organization, Case Design & Management, Life Insurance Marketing, Private Placement Life..., Life Insurance..., Life insurance licensed..., FINRA Series 6, 7, 26 &..., Marketing, Management, Private Placements, Life Insurance, Designs
Education
Central Missouri State University 1979 — 1983
BS, Communications, Management
Bishop Hogan High School 1975 — 1979
The Guardian Life Insurance Company of America March 2013 - Present
New York Life Insurance Company March 2011 - July 2012
New York Life Insurance Co. August 2007 - March 2011
New York Life Insurance Co. April 1993 - August 2007
John Hancock March 1984 - September 1992
Skills
Relationship Management, Communication, Organization, Case Design & Management, Life Insurance Marketing, Private Placement Life..., Life Insurance..., Life insurance licensed..., FINRA Series 6, 7, 26 &..., Marketing, Management, Private Placements, Life Insurance, Designs
Education
Central Missouri State University 1979 — 1983
BS, Communications, Management
Bishop Hogan High School 1975 — 1979
Gary Channer's New York Life Insurance Company Experience November 2012 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
Los Angeles County Department of Health Services 2007 - 2011
Los Angeles County, Department of Parks and Recreation 1998 - 2007
Los Angeles County Superior Court 1994 - 1998
Los Angeles County, Superior Court 1992 - 1994
Los Angeles County, Superior Court 1984 - 1992
University of Southern California 1982 - 1984
Port Authority of NY & NJ 1978 - 1980
Skills
Public Speaking, Policy, Government, Analysis, Policy Analysis, Management Consulting, Community Outreach, Training, Project Management, Financial Analysis, Nonprofits, Data Analysis, Project Planning, Fundraising, Budgets, Marketing Strategy, Sales Presentations, Retirement Planning, Sales, Grant Administration, Grant Writing, Human Resources, New Business Development, Market Research, University Relations, Asset Protection, Insurance
Education
University of California, San Diego
BA, Sociology
University of Southern California
MA, Public Administration
New York Life Insurance Company November 2012 - Present
Los Angeles County Department of Health Services 2007 - 2011
Los Angeles County, Department of Parks and Recreation 1998 - 2007
Los Angeles County Superior Court 1994 - 1998
Los Angeles County, Superior Court 1992 - 1994
Los Angeles County, Superior Court 1984 - 1992
University of Southern California 1982 - 1984
Port Authority of NY & NJ 1978 - 1980
Skills
Public Speaking, Policy, Government, Analysis, Policy Analysis, Management Consulting, Community Outreach, Training, Project Management, Financial Analysis, Nonprofits, Data Analysis, Project Planning, Fundraising, Budgets, Marketing Strategy, Sales Presentations, Retirement Planning, Sales, Grant Administration, Grant Writing, Human Resources, New Business Development, Market Research, University Relations, Asset Protection, Insurance
Education
University of California, San Diego
BA, Sociology
University of Southern California
MA, Public Administration
Jomil Guerrero's New York Life Insurance Company Experience January 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Investments September 2011 - December 2014
The Riverside Company May 2009 - September 2011
Muirfield Capital Management June 2004 - May 2009
Untracht Early LLC August 2001 - June 2004
Education
University of Central Florida 1994 — 1998
BS, Accounting
New York Life Insurance Company January 2015 - Present
New York Life Investments September 2011 - December 2014
The Riverside Company May 2009 - September 2011
Muirfield Capital Management June 2004 - May 2009
Untracht Early LLC August 2001 - June 2004
Education
University of Central Florida 1994 — 1998
BS, Accounting
Sharon Davis's New York Life Insurance Company Experience September 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2010 - Present
ECP Commercial July 2001 - April 2007
McDonald's Corporation March 1987 - October 2001
Skills
Long-term Care, Insurance, Small Business, Term Life Insurance, Disability Insurance, Employee Benefits, Whole Life, Life Insurance, Retirement, Health Insurance, Commercial Real Estate..., Project Management, Portfolio Management, Fixed Annuities, Sales, Financial Services, Workers Compensation, Leadership
Education
University of California, San Diego 1977 — 1980
BA, Communications
UCSD
Bachelor's degree, BA
New York Life Insurance Company September 2010 - Present
ECP Commercial July 2001 - April 2007
McDonald's Corporation March 1987 - October 2001
Skills
Long-term Care, Insurance, Small Business, Term Life Insurance, Disability Insurance, Employee Benefits, Whole Life, Life Insurance, Retirement, Health Insurance, Commercial Real Estate..., Project Management, Portfolio Management, Fixed Annuities, Sales, Financial Services, Workers Compensation, Leadership
Education
University of California, San Diego 1977 — 1980
BA, Communications
UCSD
Bachelor's degree, BA
Brian Sedely's New York Life Insurance Company Experience January 2010 - February 2011
Job Senior Credit Advisor at Seaside Bank
Industry Banking
Experience
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Lori Kaufman's New York Life Insurance Company Experience March 1997 - August 2003
Job Business Owner/Vice President/Secretary at PRO Martial Arts
Industry Writing and Editing
Experience
CLK Martial Arts, Inc., d.b.a. PRO Martial Arts April 2013 - Present
Self August 2011 - Present
Rotordynamics-Seal Research September 2004 - September 2012
New York Life Insurance Company March 1997 - August 2003
Electronic Data Systems April 1996 - January 1997
Carrera Consulting Group April 1995 - April 1996
Rotordynamics-Seal Research January 1995 - March 1995
MCA Engineers, Inc. October 1994 - December 1994
SRS Technologies January 1994 - October 1994
Aegir Systems October 1991 - December 1993
Skills
FrameMaker, Software Documentation, Manuals, RoboHelp, Online Help, Technical Writing, Writing
Education
University of California, Santa Barbara 1985 — 1990
Bachelor's, Sociology
CLK Martial Arts, Inc., d.b.a. PRO Martial Arts April 2013 - Present
Self August 2011 - Present
Rotordynamics-Seal Research September 2004 - September 2012
New York Life Insurance Company March 1997 - August 2003
Electronic Data Systems April 1996 - January 1997
Carrera Consulting Group April 1995 - April 1996
Rotordynamics-Seal Research January 1995 - March 1995
MCA Engineers, Inc. October 1994 - December 1994
SRS Technologies January 1994 - October 1994
Aegir Systems October 1991 - December 1993
Skills
FrameMaker, Software Documentation, Manuals, RoboHelp, Online Help, Technical Writing, Writing
Education
University of California, Santa Barbara 1985 — 1990
Bachelor's, Sociology
Michelle (Redden) Felix's New York Life Insurance Company Experience June 2009 - August 2009
Job Project Coordinator at MediSync
Industry Hospital & Health Care
Experience
MediSync March 2014 - Present
The Park National Bank January 2014 - March 2014
The Park National Bank September 2012 - January 2014
Daly Initiatives (fka Estate Planning Institute) March 2006 - September 2012
New York Life Insurance Company June 2009 - August 2009
Cincinnati Bell October 2006 - December 2008
The Limited Brands July 2004 - January 2007
Skills
Microsoft Office, Adobe Creative Suite, Adobe Acrobat, Multitasker, Event Management, Account Management, Advertising, Organizing, Photoshop, Event Planning, Event Marketing, Sales, CRM, Management, Leadership, Outlook, Customer Service, Microsoft Excel, Social Media, PowerPoint, Public Speaking
Education
University of Cincinnati College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Bethel-Tate High School 2002 — 2006
MediSync March 2014 - Present
The Park National Bank January 2014 - March 2014
The Park National Bank September 2012 - January 2014
Daly Initiatives (fka Estate Planning Institute) March 2006 - September 2012
New York Life Insurance Company June 2009 - August 2009
Cincinnati Bell October 2006 - December 2008
The Limited Brands July 2004 - January 2007
Skills
Microsoft Office, Adobe Creative Suite, Adobe Acrobat, Multitasker, Event Management, Account Management, Advertising, Organizing, Photoshop, Event Planning, Event Marketing, Sales, CRM, Management, Leadership, Outlook, Customer Service, Microsoft Excel, Social Media, PowerPoint, Public Speaking
Education
University of Cincinnati College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.5
Bethel-Tate High School 2002 — 2006
Guy R. Walker's New York Life Insurance Company Experience 1990 - 2011
Job President & Founder, Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies January 1996 - Present
New York Life Insurance Company 1990 - 2011
Cottage Health System January 1986 - June 1990
Cottage Health System 1986 - 1990
Skills
Retirement Planning, Licensed Life Insurance..., Estate Planning, Legacy Planning, Business Succession..., Business, Plannning, Life Insurance, Retirement, Long-term Care, Succession Planning, Wealth Accumulation, Long Term Care Insurance, Fixed Annuities, Disability Insurance, IRAs, Financial Planners, Mortgage Lending, Term Life Insurance, Whole Life, Wealth, Series 63, Small Business, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, 401k, Health Insurance, Financial Advisory, Investment Strategies, Investments, College Savings Plans, Asset Allocation, Financial Services, Insurance, Series 6, Alternative Investments, Buy-sell Agreements, Employee Benefits, Trusts, Health Savings Accounts, Personal Finance, Asset Management, Roth IRA, Financial Planning
Education
Vassar College 1976 — 1978
General Education
University of Southern California 1981 — 1983
Studied Political Science, Studied Accounting
University of California, Santa Barbara 1984 — 1986
Bachelor of Arts (B.A.), Economics, Political Science, Black Studies
Wealth Management Strategies January 1996 - Present
New York Life Insurance Company 1990 - 2011
Cottage Health System January 1986 - June 1990
Cottage Health System 1986 - 1990
Skills
Retirement Planning, Licensed Life Insurance..., Estate Planning, Legacy Planning, Business Succession..., Business, Plannning, Life Insurance, Retirement, Long-term Care, Succession Planning, Wealth Accumulation, Long Term Care Insurance, Fixed Annuities, Disability Insurance, IRAs, Financial Planners, Mortgage Lending, Term Life Insurance, Whole Life, Wealth, Series 63, Small Business, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, 401k, Health Insurance, Financial Advisory, Investment Strategies, Investments, College Savings Plans, Asset Allocation, Financial Services, Insurance, Series 6, Alternative Investments, Buy-sell Agreements, Employee Benefits, Trusts, Health Savings Accounts, Personal Finance, Asset Management, Roth IRA, Financial Planning
Education
Vassar College 1976 — 1978
General Education
University of Southern California 1981 — 1983
Studied Political Science, Studied Accounting
University of California, Santa Barbara 1984 — 1986
Bachelor of Arts (B.A.), Economics, Political Science, Black Studies
Bob Deprizio's New York Life Insurance Company Experience July 2013 - Present
Job Compliance Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Investment Management April 2008 - July 2013
Education
University of California, Santa Barbara
B.A., Economics-Mathematics
Fenwick High School
New York Life Insurance Company July 2013 - Present
New York Life Investment Management April 2008 - July 2013
Education
University of California, Santa Barbara
B.A., Economics-Mathematics
Fenwick High School
Johann Wimmleitner's New York Life Insurance Company Experience December 2010 - August 2012
Job Construction Accounts Payable Assistant at Waypoint Homes
Industry Real Estate
Experience
Waypoint Homes January 2013 - Present
Accountemps September 2012 - Present
Yelp via Accountemps December 2012 - December 2012
Golden Gate National Parks Conservancy via Accountemps October 2012 - November 2012
New York Life Insurance Company December 2010 - August 2012
Walgreens August 2008 - April 2010
Education
University of California, Santa Cruz 2003 — 2008
B.A. Business Management Economics; B.A. Sociology, Business Economics and Sociology
Waypoint Homes January 2013 - Present
Accountemps September 2012 - Present
Yelp via Accountemps December 2012 - December 2012
Golden Gate National Parks Conservancy via Accountemps October 2012 - November 2012
New York Life Insurance Company December 2010 - August 2012
Walgreens August 2008 - April 2010
Education
University of California, Santa Cruz 2003 — 2008
B.A. Business Management Economics; B.A. Sociology, Business Economics and Sociology
Andrea Lockwood's New York Life Insurance Company Experience May 2015 - Present
Job Investment Counselor at David Lerner Associate
Industry Marketing and Advertising
Experience
New York Life Insurance Company May 2015 - Present
Homebase August 1985 - Present
Skills
Retail, Merchandising, Customer Service, Social Media, Event Planning, Event Management, Leadership, PowerPoint, Team Building, Public Speaking, Microsoft Office, New Business Development, Sales, Training, Marketing
Education
University of Central Florida 1987 — 1990
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.5
New York Life Insurance Company May 2015 - Present
Homebase August 1985 - Present
Skills
Retail, Merchandising, Customer Service, Social Media, Event Planning, Event Management, Leadership, PowerPoint, Team Building, Public Speaking, Microsoft Office, New Business Development, Sales, Training, Marketing
Education
University of Central Florida 1987 — 1990
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.5
Chris Waltz's New York Life Insurance Company Experience November 2006 - May 2007
Job Sales Rep at Stryker
Industry Medical Devices
Experience
Stryker Orthopaedics June 2007 - Present
Stryker June 2007 - Present
New York Life Insurance Company November 2006 - May 2007
Skills
Capital Equipment, Medical Devices, Operating Room, Sales, Sales Management, Surgeons, Market Development, Product Launch, Surgical Instruments, Orthopedic, Spine, Neurosurgery, Disposables, Urology, Medical Sales
Education
University of Central Arkansas 1999 — 2005
MBA, Business
Stryker Orthopaedics June 2007 - Present
Stryker June 2007 - Present
New York Life Insurance Company November 2006 - May 2007
Skills
Capital Equipment, Medical Devices, Operating Room, Sales, Sales Management, Surgeons, Market Development, Product Launch, Surgical Instruments, Orthopedic, Spine, Neurosurgery, Disposables, Urology, Medical Sales
Education
University of Central Arkansas 1999 — 2005
MBA, Business
John Singleton's New York Life Insurance Company Experience November 2014 - Present
Job Owner/CEO
Industry Marketing and Advertising
Experience
Spring Hill SEO January 2014 - Present
New York Life Insurance Company November 2014 - Present
Dish Network May 2014 - October 2014
New York Life Insurance Company July 2011 - May 2014
The Home Depot September 2007 - June 2011
Georgia-Pacific LLC August 2006 - September 2007
CHEP 2005 - 2006
CHEP 2003 - 2005
CHEP 2003 - 2003
CHEP 2001 - 2003
Skills
SEO, Social Media Marketing, Direct Marketing, Customer Acquisition, Search Engine Ranking, Lead Generation, Direct Mail, Social Marketing, Competitive Analysis, Customer Retention, Database Marketing, Consulting, Strategic Planning, Management, Strategy, Marketing, Logistics, Email Marketing, Sales, Analytics, Account Management, Leadership, Marketing Strategy, Multi-channel Marketing, Customer Service, P&L Management, B2B, Market Planning, Product Marketing, Online Marketing, Forecasting, Cross-functional Team..., Project Management, Inventory Control, Inventory Management, Merchandising, Advertising
Education
University of Central Florida 1995 — 1999
Bachelor of Science, Criminal Justice
Spring Hill SEO January 2014 - Present
New York Life Insurance Company November 2014 - Present
Dish Network May 2014 - October 2014
New York Life Insurance Company July 2011 - May 2014
The Home Depot September 2007 - June 2011
Georgia-Pacific LLC August 2006 - September 2007
CHEP 2005 - 2006
CHEP 2003 - 2005
CHEP 2003 - 2003
CHEP 2001 - 2003
Skills
SEO, Social Media Marketing, Direct Marketing, Customer Acquisition, Search Engine Ranking, Lead Generation, Direct Mail, Social Marketing, Competitive Analysis, Customer Retention, Database Marketing, Consulting, Strategic Planning, Management, Strategy, Marketing, Logistics, Email Marketing, Sales, Analytics, Account Management, Leadership, Marketing Strategy, Multi-channel Marketing, Customer Service, P&L Management, B2B, Market Planning, Product Marketing, Online Marketing, Forecasting, Cross-functional Team..., Project Management, Inventory Control, Inventory Management, Merchandising, Advertising
Education
University of Central Florida 1995 — 1999
Bachelor of Science, Criminal Justice
Sheetal Devidasani's New York Life Insurance Company Experience March 2012 - Present
Job Dedicated Agent at New York Life Insurance Company helping families build a strong financial foundation
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
Citizens Bank September 2002 - June 2004
Skills
Permanent Life Insurance, 401(k) Rollovers, Education Funding..., Term Life Insurance, Key Person Insurance, Buy-sell Agreements, Protection..., Estate Planning, Lifetime Income..., Licensed in Long Term..., Business Insurance..., Legacy Planning, Grandchild Gifting, Annuity Sales, Business Succession..., Customer Relations, Problem Solving, Insurance, Project Management, Retirement, Finance
Education
University of California, Santa Cruz 2009 — 2011
University of Mumbai 1991 — 1995
Bachelor of Commerce (BCom), Economics and Accounting
Narsee Monjee College Of Commerce and Economics 1991 — 1994
Bachelor of Commerce (B.Com.), Economics and Accountancy
MVM Mumbai 1978 — 1990
New York Life Insurance Company March 2012 - Present
Citizens Bank September 2002 - June 2004
Skills
Permanent Life Insurance, 401(k) Rollovers, Education Funding..., Term Life Insurance, Key Person Insurance, Buy-sell Agreements, Protection..., Estate Planning, Lifetime Income..., Licensed in Long Term..., Business Insurance..., Legacy Planning, Grandchild Gifting, Annuity Sales, Business Succession..., Customer Relations, Problem Solving, Insurance, Project Management, Retirement, Finance
Education
University of California, Santa Cruz 2009 — 2011
University of Mumbai 1991 — 1995
Bachelor of Commerce (BCom), Economics and Accounting
Narsee Monjee College Of Commerce and Economics 1991 — 1994
Bachelor of Commerce (B.Com.), Economics and Accountancy
MVM Mumbai 1978 — 1990
Russ Meek's New York Life Insurance Company Experience InstructorMissouri State UniversityAugust 1980 - August 1983
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company InstructorMissouri State UniversityAugust 1980 - August 1983
Central Missouri State University August 1977 - August 1980
Education
University of Central Missouri 1968 — 1977
MBA, Finance
New York Life Insurance Company InstructorMissouri State UniversityAugust 1980 - August 1983
Central Missouri State University August 1977 - August 1980
Education
University of Central Missouri 1968 — 1977
MBA, Finance
Christopher M. Matson's New York Life Insurance Company Experience November 2006 - Present
Job Corporate Training Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2006 - Present
New York Life Insurance Company May 1999 - November 2006
New York Life Insurance Company December 1997 - May 1999
New York Life Insurance Company March 1995 - December 1997
Skills
Leadership, Training, Management, Insurance, Communication, Staff Development, Customer Service, Coaching, Team Building, Consulting, Interviews, Call Centers, Microsoft Office, Public Speaking, Health Insurance, Life Insurance, Program Management, Organizational..., Employee Relations
Education
University of Central Florida 1992 — 1994
Bachelor of Arts (BA), Sociology
New York Life Insurance Company November 2006 - Present
New York Life Insurance Company May 1999 - November 2006
New York Life Insurance Company December 1997 - May 1999
New York Life Insurance Company March 1995 - December 1997
Skills
Leadership, Training, Management, Insurance, Communication, Staff Development, Customer Service, Coaching, Team Building, Consulting, Interviews, Call Centers, Microsoft Office, Public Speaking, Health Insurance, Life Insurance, Program Management, Organizational..., Employee Relations
Education
University of Central Florida 1992 — 1994
Bachelor of Arts (BA), Sociology
Charlie Andrews's New York Life Insurance Company Experience May 2011 - July 2011
Job Parks & Resorts Segment Financial Planning & Communications
Industry Financial Services
Experience
The Walt Disney Company August 2014 - Present
The Walt Disney Company November 2013 - August 2014
The Walt Disney Company May 2013 - November 2013
The Walt Disney Company November 2011 - May 2013
Walt Disney World July 2011 - January 2012
New York Life Insurance Company May 2011 - July 2011
Education
University of Central Florida 2007 — 2011
BSBA, Finance
The Walt Disney Company August 2014 - Present
The Walt Disney Company November 2013 - August 2014
The Walt Disney Company May 2013 - November 2013
The Walt Disney Company November 2011 - May 2013
Walt Disney World July 2011 - January 2012
New York Life Insurance Company May 2011 - July 2011
Education
University of Central Florida 2007 — 2011
BSBA, Finance
Jim Wirtz's New York Life Insurance Company Experience March 2011 - Present
Job Senior Marketing Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company August 2007 - March 2011
New York Life Insurance Company 2003 - August 2007
New York Life Insurance Company 1993 - 1996
John Hancock Life Insurance Company (U.S.A.) October 1984 - September 1992
John Hancock Life Insurance Company (U.S.A.) January 1984 - August 1984
Skills
Wholesaling, Insurance, Product Marketing, Compliance
Education
Central Missouri State University 1979 — 1983
Bachelor of Science (BS), Speech Communications
Bishop Hogan High School 1975 — 1979
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company August 2007 - March 2011
New York Life Insurance Company 2003 - August 2007
New York Life Insurance Company 1993 - 1996
John Hancock Life Insurance Company (U.S.A.) October 1984 - September 1992
John Hancock Life Insurance Company (U.S.A.) January 1984 - August 1984
Skills
Wholesaling, Insurance, Product Marketing, Compliance
Education
Central Missouri State University 1979 — 1983
Bachelor of Science (BS), Speech Communications
Bishop Hogan High School 1975 — 1979
Jack Moyers's New York Life Insurance Company Experience November 1945 - November 1995
Job Military Professional
Industry Military
Experience
NEW YORK LIFE AND USNR November 1945 - Present
New York Life Insurance Company November 1945 - November 1995
Skills
Salesforce.com, SaaS, Mutual Funds, Army, Counterinsurgency, Force Protection, Combat Life Saver, Afghanistan, Combat Lifesaver, Surface Warfare, NATO, Infantry Tactics, Command
Education
University of Colorado Boulder 1938 — 1942
University of Colorado at Boulder 1938 — 1942
Bachelor's degree, Journalism
NEW YORK LIFE AND USNR November 1945 - Present
New York Life Insurance Company November 1945 - November 1995
Skills
Salesforce.com, SaaS, Mutual Funds, Army, Counterinsurgency, Force Protection, Combat Life Saver, Afghanistan, Combat Lifesaver, Surface Warfare, NATO, Infantry Tactics, Command
Education
University of Colorado Boulder 1938 — 1942
University of Colorado at Boulder 1938 — 1942
Bachelor's degree, Journalism
D Kenneth Slade Facilities Manager's New York Life Insurance Company Experience 1986 - 1989
Job Facilities Manager at Little Rock AR FM Group
Industry Religious Institutions
Experience
The Church of Jesus Christ of Latter-day Saints 2002 - Present
Little Rock AR FM Group 2002 - Present
National Insurance Benefits Coordinators 1999 - 2002
New York Life Insurance Company 1986 - 1989
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Accounting, Microsoft Word, PowerPoint, Nonprofits, QuickBooks, Leadership, Customer Service, Teaching, Budgets, Financial Analysis, Financial Accounting, Financial Reporting, Outlook, Access, Research, Accounts Payable, Leadership Development, Strategic Planning, Team Leadership, Team Building, Management
Education
University of Central Arkansas 1976 — 1982
Master of Science (MS), Special Education and Teaching
Westwood High School 1968 — 1970
The Church of Jesus Christ of Latter-day Saints 2002 - Present
Little Rock AR FM Group 2002 - Present
National Insurance Benefits Coordinators 1999 - 2002
New York Life Insurance Company 1986 - 1989
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Accounting, Microsoft Word, PowerPoint, Nonprofits, QuickBooks, Leadership, Customer Service, Teaching, Budgets, Financial Analysis, Financial Accounting, Financial Reporting, Outlook, Access, Research, Accounts Payable, Leadership Development, Strategic Planning, Team Leadership, Team Building, Management
Education
University of Central Arkansas 1976 — 1982
Master of Science (MS), Special Education and Teaching
Westwood High School 1968 — 1970
Bart Mangels's New York Life Insurance Company Experience February 2015 - Present
Job Agent with New York Life dedicated to providing individuals and families financial security and peace of mind.
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Operations Manager January 2014 - May 2015
Skills
Term Life Insurance, Whole Life, Income Protection, Asset Protection, Account Management, Lead Generation, Customer Service, Time Management, Management, Leadership, Retirement Planning, Public Speaking
Education
University of Colorado Boulder 1991 — 1995
Bachelor's in Business Administration, Marketing
Westminster High 1987 — 1991
Diploma
New York Life Insurance Company February 2015 - Present
Operations Manager January 2014 - May 2015
Skills
Term Life Insurance, Whole Life, Income Protection, Asset Protection, Account Management, Lead Generation, Customer Service, Time Management, Management, Leadership, Retirement Planning, Public Speaking
Education
University of Colorado Boulder 1991 — 1995
Bachelor's in Business Administration, Marketing
Westminster High 1987 — 1991
Diploma
Gary Haggard's New York Life Insurance Company Experience November 2007 - April 2009
Job KC Marketing Manager
Industry Sporting Goods
Experience
Sand Caddy January 2010 - Present
New York Life Insurance Company November 2007 - April 2009
State Farm Insurance February 1980 - April 2005
Skills
Team Building
Education
Central Missouri State University 1967 — 1972
BS Education, Psychology and Physical Education
Sand Caddy January 2010 - Present
New York Life Insurance Company November 2007 - April 2009
State Farm Insurance February 1980 - April 2005
Skills
Team Building
Education
Central Missouri State University 1967 — 1972
BS Education, Psychology and Physical Education
Curtis Jenkins's New York Life Insurance Company Experience June 1982 - August 1986
Job Senior Pastor at TriStone Missionary Baptist Church
Industry Information Technology and Services
Experience
TriStone Missionary Baptist Church April 1993 - Present
California Employment Development Department 1993 - Present
New York Life Insurance Company June 1982 - August 1986
Sears Holdings Corporation February 1975 - June 1981
Skills
Inventory Management, Inventory Analysis, Interviews, Microsoft Word, Supervisory Skills, Training, Strategic Planning, Microsoft Excel, Labor Relations, Labor Laws, Workshop Facilitation, Unemployment Claims, Health Benefits..., Community Outreach, Policy, Government, Employment Law, Public Speaking, Team Building, Fundraising, Customer Service, Leadership, Nonprofits
Education
University of California, San Diego 1970 — 1974
Bachelor's degree, Sociology, 3.5
TriStone Missionary Baptist Church April 1993 - Present
California Employment Development Department 1993 - Present
New York Life Insurance Company June 1982 - August 1986
Sears Holdings Corporation February 1975 - June 1981
Skills
Inventory Management, Inventory Analysis, Interviews, Microsoft Word, Supervisory Skills, Training, Strategic Planning, Microsoft Excel, Labor Relations, Labor Laws, Workshop Facilitation, Unemployment Claims, Health Benefits..., Community Outreach, Policy, Government, Employment Law, Public Speaking, Team Building, Fundraising, Customer Service, Leadership, Nonprofits
Education
University of California, San Diego 1970 — 1974
Bachelor's degree, Sociology, 3.5
Mark Bergman's New York Life Insurance Company Experience June 2006 - December 2007
Job Director of Marketing
Industry Health, Wellness and Fitness
Experience
NetJets December 2014 - Present
OHSAA October 2009 - Present
The Joint ...The Chiropractic Place February 2014 - December 2014
Nationwide Insurance January 2008 - April 2012
New York Life Insurance Company June 2006 - December 2007
Skills
Insurance, Life Insurance, Training, Management, Sales, Outlook, Term Life Insurance, Customer Service, Property & Casualty..., Sales Operations, PowerPoint, Marketing Strategy
Education
The University of Charleston 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
NetJets December 2014 - Present
OHSAA October 2009 - Present
The Joint ...The Chiropractic Place February 2014 - December 2014
Nationwide Insurance January 2008 - April 2012
New York Life Insurance Company June 2006 - December 2007
Skills
Insurance, Life Insurance, Training, Management, Sales, Outlook, Term Life Insurance, Customer Service, Property & Casualty..., Sales Operations, PowerPoint, Marketing Strategy
Education
The University of Charleston 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Bailie Saltzman (303)519-2070's New York Life Insurance Company Experience December 2012 - Present
Job Insurance Agent
Industry Insurance
Experience
New York Life Insurance Company December 2012 - Present
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long Term Care Insurance, Personal Financial...
Education
University of Colorado at Boulder
New York Life Insurance Company December 2012 - Present
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Long Term Care Insurance, Personal Financial...
Education
University of Colorado at Boulder
Eric Son's New York Life Insurance Company Experience August 2013 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
NYLIFE Securities LLC August 2013 - Present
Education
UCSD 2011 — 2013
Economics, Bachelor's degree
New York Life Insurance Company August 2013 - Present
NYLIFE Securities LLC August 2013 - Present
Education
UCSD 2011 — 2013
Economics, Bachelor's degree
Conway Massey's New York Life Insurance Company Experience
Job Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Retirement Planning, Retirement, Estate Planning, IRAs, Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Strategic Financial..., 401k, Asset Allocation, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Small Business, Customer Service, Team Building, Strategic Planning
Education
University of Central Arkansas 1973 — 1976
BSE, History
New York Life Insurance Company
Skills
Retirement Planning, Retirement, Estate Planning, IRAs, Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Strategic Financial..., 401k, Asset Allocation, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Small Business, Customer Service, Team Building, Strategic Planning
Education
University of Central Arkansas 1973 — 1976
BSE, History
Allan Banazak's New York Life Insurance Company Experience January 2013 - Present
Job Life Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
Education
Catholic High 1983 — 1986
University of Central Arkansas
University of Central Arkansas
New York Life Insurance Company January 2013 - Present
Education
Catholic High 1983 — 1986
University of Central Arkansas
University of Central Arkansas
Nia Lee's New York Life Insurance Company Experience June 2008 - January 2011
Job Customer Service RepresentativeTemporary Employee at Beachbody
Industry Nonprofit Organization Management
Experience
Beachbody August 2014 - Present
Drew CDC March 2012 - August 2014
New York Life Insurance Company June 2008 - January 2011
Enterprise Rent-A-Car November 2006 - June 2008
Skills
Fundraising, Community Outreach, Volunteer Management, Program Development, Event Planning, Social Media, Event Management, Public Speaking, Research, Social Services, Community Development, Public Relations, Project Management, Social Networking
Education
University of California, Santa Barbara
Bachelor's degree, Communication, General
Beachbody August 2014 - Present
Drew CDC March 2012 - August 2014
New York Life Insurance Company June 2008 - January 2011
Enterprise Rent-A-Car November 2006 - June 2008
Skills
Fundraising, Community Outreach, Volunteer Management, Program Development, Event Planning, Social Media, Event Management, Public Speaking, Research, Social Services, Community Development, Public Relations, Project Management, Social Networking
Education
University of California, Santa Barbara
Bachelor's degree, Communication, General
Darren Woodard's New York Life Insurance Company Experience May 2014 - Present
Job Specialist at Apple
Industry Consumer Electronics
Experience
Apple July 2014 - Present
New York Life Insurance Company May 2014 - Present
Education
University of Cincinnati 2014 — 2016
Bachelor's degree, Neurobiology and Neurosciences
The Ohio State University
Bachelor's degree, Molecular Genetics
Apple July 2014 - Present
New York Life Insurance Company May 2014 - Present
Education
University of Cincinnati 2014 — 2016
Bachelor's degree, Neurobiology and Neurosciences
The Ohio State University
Bachelor's degree, Molecular Genetics