New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
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New York Life Insurance Company Employees
New York Life Insurance Company March 2013 - Present
Samsung July 2012 - October 2012
Entrepreneurs Club May 2011 - May 2012
Bring Home Aloha April 2011 - May 2012
Accessories to Hip 2008 - 2012
Skills
Entrepreneurship, International..., Start-ups, Business Planning, International Business, Project Planning, Event Planning, Global Business..., Entrepreneurship..., Entrepreneurship..., Entrepreneurial..., DJ, Leadership, Leadership Development, Social Networking, Marketing Strategy, Finance, Marketing, Business Strategy, Small Business, Social Media, Social Media Marketing, Microsoft Office
Education
University of Hawaii - College of Business Administration 2010 — 2012
Entrepreneurship, International Business
University of Hawaii at Manoa 2009 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Beijing Normal University 2009 — 2010
Minor in Mandarin, Chinese Language and Literature
Cigna-HealthSpring September 2015 - Present
Cigna-HealthSpring October 2010 - August 2015
UnitedHealthcare October 2007 - October 2010
UnitedHealthcare October 2006 - October 2007
UnitedHealthcare May 2004 - October 2006
The Hartford September 2003 - May 2004
New York Life Insurance Company November 2002 - September 2003
Skills
Six Sigma, Data Analysis, Project Management, Strategic Planning, Workforce Management, Organizational Design, Capital Projects, Operations Management, Vendor Management, Acquisition Integration, Process Engineering, Process Improvement, Process Development, System Conversion, User Acceptance Testing, System Deployment, Program Management, Medicare, Change Management, Business Analysis, Analysis, Software Documentation, Leadership, Medicaid, Medicare Part D, Management, Team Building, Business Process..., Integration, Visio, Budgets, Forecasting, HIPAA, Healthcare Information..., Healthcare, Cross-functional Team..., SDLC, Business Process, Call Centers, Training, Managed Care, Health Insurance, Insurance, Healthcare Management, Healthcare Industry, Strategy, Customer Service, Business Intelligence, Healthcare Consulting
Education
Belmont University
Executive Leadership Development
University of Wisconsin-Eau Claire 2003 — 2005
M.B.A., Business Administration, 3.8 GPA on 4.0 Scale
Eastern New Mexico University 1997 — 2000
B.B.A., Computer Information Systems, Graduated top of class for college of business
New Mexico Military Institute 1995 — 1997
Associate of Arts (AA), Business Administration and Management, General, Earned sixth highest GPA of graduating class
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance January 2014 - July 2015
Liberty Mutual Insurance May 2013 - January 2014
New York Life Insurance Company May 2012 - August 2012
GlobeOp Financial Services June 2011 - August 2011
Bentley University January 2010 - May 2011
GHA Technology December 2010 - February 2011
LDS Landscaping June 2007 - August 2010
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Saint Joseph Regional High School 2005 — 2009
Bentley University Office of International Education September 2015 - Present
New York Life Insurance Company September 2015 - Present
Eaton Vance June 2015 - August 2015
New York Life Insurance Company May 2014 - December 2014
CollegeFashionista August 2013 - November 2014
Cambridge Isotope Laboratories, Inc. May 2014 - August 2014
Cambridge Isotope Laboratories, Inc. May 2013 - August 2013
Bentley University June 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Facebook, Public Speaking, Event Planning, Time Management, Photoshop, Social Networking, Finance, Analysis, Customer Service, SharePoint, Financial Reporting, Data Analysis, Financial Analysis, Outlook, Leadership
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Finance and Global Perspectives
Corvinus University of Budapest 2015 — 2015
Study Abroad
Advanced Math and Science Academy Charter School 2005 — 2012
3.94
State Farm June 2015 - Present
New York Life Insurance Company 2014 - 2015
Skills
Insurance, Customer Service, Asset Protection, Financial Risk, Annuity Sales, Sales, Social Networking, Networking, Passionate about work, Entrepreneurship, Risk Assessment, Youth Mentoring, Project Management, Microsoft Office, OS X, Account Management, Public Speaking, Social Media, Marketing, Team Building, Strategic Planning, Finance, Marketing Strategy, Leadership
Education
Belmont University 2008 — 2011
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Florida State University 2000 — 2002
New York Life Insurance Company August 2012 - Present
Generali PanEurope Limited March 2009 - July 2012
MetLife January 2005 - March 2009
The Hartford 2004 - 2004
Skills
Actuarial, Economic Capital, ALM
Education
Bentley University 2001 — 2004
Bachelor of Science (B.S.), Mathematics
Clarksville Roof & Window May 2014 - Present
New York Life Insurance Company January 2013 - April 2014
Skills
Residential Roofing, Small Business, Contractors, Social Networking, Facebook, Twitter, Social Media Marketing, Financial Structuring, Microsoft Office, Sports, Music, Church Music
Education
Belmont University 2010 — 2012
Bachelor of Arts (B.A.)
NYLIFE Securities LLC June 1986 - Present
New York Life Insurance Company May 1986 - Present
Skills
Licensed Life Insurance..., CLU, Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Wealth Preservation..., Multi-generational..., Protection..., Retirement, Small Business, Succession Planning
Education
The American College
CLU, ChFC
Belmont Abbey College 1976 — 1980
Business Administration and Management, General
De Paul High School 1972 — 1976
New York Life Insurance Company June 2012 - August 2012
Gold Bell June 2006 - August 2012
Victoria's Secret June 2011 - July 2011
Skills
Social Media, Social Media Marketing, Marketing, Advertising, Marketing Communications, Facebook, PowerPoint, Market Research, Marketing Strategy, Microsoft Excel, Public Relations, Online Advertising, Digital Marketing, Event Planning, Microsoft Office, International Marketing, Retail, Promotions, Social Networking
Education
Bentley University 2010 — 2014
Marketing
Winchester High School 2006 — 2010
Goodwin Procter LLP February 2014 - Present
Thomson Reuters August 2013 - February 2014
RSCC Wire & Cable June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Specialized Medical Billing Company May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, SAP, Microsoft Word, Microsoft Office, Lotus Notes, Access, Visio, Databases, Financial Accounting, Morningstar, Outlook, PowerPoint, Social Media, Bloomberg Software, Oracle, JavaScript, HTML, Medical Billing, Finance, Tableau, Aderant, Spotfire, Financial Analysis, Teamwork, Customer Service
Education
Bentley University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Corporate Finance and Accounting
Beccaria-Weber January 2011 - Present
Beccaria & Weber January 2011 - Present
New York Life Insurance Company May 2009 - June 2010
Century 21 Champion January 2003 - October 2008
Bailey Properties 2002 - 2003
Skills
Real Estate, SFR, Property Management, Investors, Investment Properties, Residential Homes, Sellers, First Time Home Buyers, Manufactured Home..., Musician, Appraisals
Education
Cabrillo College 1997 — 1998
Computer Science
Beloit College 1973 — 1974
Business/Music
University of Wisconsin-Eau Claire 1972 — 1973
Music
Little Creek Naval School of Music 1969 — 1969
Drums, Percussion
University of Wisconsin-Platteville 1968 — 1969
Music
University of Wisconsin-Madison 1967 — 1968
Physical Sciences/Music
New York Life Insurance Company June 2012 - Present
Altig - American Income Life Insurance Company September 2011 - June 2012
Washoe Housing Authority September 2009 - September 2011
Stantec Consulting November 2004 - August 2009
Skills
Permanent Life Insurance, Term Life Insurance, Retirement Planning, Business Strategy, Business Analysis, Project Management, Project Coordination, Procurement, Public Seminars, Creative Solutions
Education
Belmont Technical College
Certification, Data Processing
Fresno City College
no degree, Accounting
Oracle January 2015 - Present
Oracle March 2014 - February 2015
TripAdvisor May 2013 - November 2013
InstanTravel September 2012 - April 2013
FashionAde.com May 2012 - August 2012
New York Life Insurance Company January 2012 - May 2012
ASAP Printing Corporation May 2011 - September 2011
Skills
Online Marketing, Market Research, Leadership, Marketing Strategy, Photoshop, Event Planning, Team Leadership, Competitive Analysis, Google Analytics, Attention To Detail, Goal Oriented, Brand Development, Strategy, Google Adwords, Sales, Strategic Communications, Time Management, Technology Integration
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Marketing
New York University, Stern School of Business
Marketing
New York Life Insurance Company May 2013 - Present
Education
Belhaven College 2012 — 2014
Dell April 2014 - Present
Princor Financial Services Corporation a member of the Principal Financial Group March 2010 - Present
New York Life Insurance Company January 2004 - March 2010
MassMutual Financial Group June 2003 - January 2004
Farm Credit Services of America 1989 - 2003
Skills
Businessowners, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Income Replacement..., Business Overhead..., Loan Protection..., Long Term Care Insurance, Estate Tax Planning, Business Planning, Farm and Ranch..., Business Continuation..., Free Informal Business..., Free Buy Sell Evaluation, Mutual Funds, Retirement Planning, College Savings Plans, Investments, LUTCF, Series 63, Sales, Insurance, Customer Service
Education
Bellevue University 2000 — 2001
Bachelor of Business Administration (BBA), Technical Studies, 4.0
Northeast Community College 1993 — 1999
Associate of Arts (AA), Business Administration/Agribusiness Finance, 3.793
Wayne State College 1980 — 1982
Certificate, Administrative Assistant and Secretarial Science, General
West Point Jr.-Sr. High School
New York Life Insurance Company December 2012 - Present
PayPal February 2006 - December 2012
Skills
Financial Services, Analysis, Investments, Finance, Risk Management, Portfolio Management, Financial Modeling, Banking, Financial Risk, Credit
Education
Bellevue University 2008 — 2010
Bachelor of Science (B.S.), Investigations
National Cooperative Bank April 2015 - Present
National Cooperative Bank April 2013 - April 2015
National Cooperative Bank July 2012 - March 2013
Shepherd & Goldstein LLP February 2012 - April 2012
New York Life Insurance Company February 2010 - December 2011
BackOffice Associates May 2011 - August 2011
Eastham Superette May 2010 - September 2010
Skills
Financial Analysis, Capital Markets, Strategy, Marketing, Financial Modeling, Credit Analysis, CMBS, MBS, Real Estate Due..., Investments, Finance
Education
Bentley University 2008 — 2011
Bachelor of Science, Corporate Finance and Accounting
Royal Holloway, University of London 2010 — 2010
Management and Psychology
Lewtan May 2005 - Present
New York Life Insurance Company May 2004 - June 2005
State Street Bank June 1998 - May 2004
Skills
Financial Modeling, Financial Analysis, Fixed Income, Valuation, Capital Markets, Equities, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Portfolio Management, Analytics, Business Analysis, Asset Management, Data Analysis, Due Diligence, Structured Finance, Risk Management, Business Valuation, Financial Markets, SQL, Oracle, Product Management, Project Management, CDO, Securitization, Financial Services, Finance, Securities, Loans
Education
Bentley University 1993 — 1997
BS, Accountancy
Heartland IT Consulting March 2015 - Present
Heartland IT Consulting December 2014 - March 2015
New York Life Insurance Company December 2013 - November 2014
Echo Global Logistics December 2013 - April 2014
Liberty Mutual Insurance June 2012 - November 2013
Skills
Insurance, Term Life Insurance, Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Business Exit Strategy, Business Succession..., Buy-sell Agreements, Estate Planning, Gifting Strategies, IRA Rollovers, Licensed in Long Term..., Key Person Insurance, Multi-generational..., Multi-generational..., Retirement, Retirement Planning, Wealth Preservation..., Wealth Transfer..., Life Insurance, Account Management, IRAs, PowerPoint, Sales, Wealth, Customer Service, Business Development
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy & Business Analytics
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Electric Insurance Company January 2015 - Present
Electric Insurance Company June 2014 - January 2015
RTN Federal Credit Union January 2014 - May 2014
New York Life Insurance Company September 2012 - January 2014
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Time Management, Social Media, Recruiting, Outlook, Microsoft Office, Access, Financial Analysis, Customer Service, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Mathematical Sciences, Minors in Finance and General Business Studies
Bond University 2013 — 2013
Education Abroad
Bourne High School 2006 — 2010
New York Life Insurance Company March 2015 - Present
Independantly Run Nanny Service June 2011 - February 2015
Charlie Baker for Governor March 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Leadership, Nonprofits, Fundraising, Management, Time Management, Dog Walking, Coaching
Education
Bentley University 2013 — 2017
Candidate for Bachelor of Science, Undecided Major
Chelmsford High School 2009 — 2013
High School Dipoloma
The Music People! Inc. April 2014 - Present
Back9Network, Inc. December 2013 - April 2014
ESPN April 2013 - November 2013
ESPN October 2011 - April 2013
Rue La La June 2010 - June 2011
New York Life Insurance Company September 2008 - June 2010
I'm in! September 2007 - April 2008
Bernie's 2008 - 2008
Skills
Recruiting, Sales, Human Resources, Social Media, Event Planning, Social Media Marketing, Email Marketing, PowerPoint
Education
Bentley University 2009 — 2010
MBA, Management/Marketing
Bentley University 2005 — 2009
Bachelor of Science, Management
Precision Lens January 2013 - Present
Alcon Laboratories, Inc. March 2011 - December 2012
Winstar International, LLC January 2010 - February 2011
New York Life Insurance Company December 2008 - December 2009
Preferred Paycard, Inc May 2007 - August 2007
Skills
Sales, Market Research, Marketing Strategy, Business Development, Marketing, Sales Presentations, Pharmaceutical Industry, Competitive Analysis, Account Management, Selling
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Entrepreneurship, Professional Selling
Midway High School 2001 — 2005
Crimson Hexagon April 2015 - Present
Beacon Partners November 2014 - April 2015
The Computer Merchant May 2014 - November 2014
New York Life Insurance Company October 2012 - May 2014
Oakley Country Club May 2013 - December 2013
Great Neck Grille November 2011 - September 2012
French Memories Bakery April 2005 - September 2011
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Management, Recruiting, Public Relations, Public Speaking, Social Media, Event Planning, Microsoft Office, Social Media Marketing, Time Management, Customer Service
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cohasset High School 2006 — 2010
New York Life Insurance Company November 2007 - Present
The Mortgage Center of America December 2002 - September 2007
Technical Solutions June 1997 - December 2002
Skills
Executive Management, Talent Acquisition, Leadership and Career..., Financial Recruiting, Operations Management, Analysis, Leadership, Management, Employee Benefits, Small Business, Strategic Planning, Team Building, Investments, Customer Service, Sales
Education
The American College 2012 — 2015
Professional Development
Bentley University
Accounting and Finance
Bentley University September 2011 - Present
Bentley University April 2012 - December 2012
J.P. Morgan July 2012 - August 2012
Lombarda China Fund Management Co. Ltd. June 2010 - July 2010
Shanghai Yu Gu Trade Co. Ltd June 2008 - July 2009
New York Life Insurance Company January 2009 - March 2009
Skills
Financial Analysis, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Bloomberg Terminal, Investment Banking, Loans
Education
Bentley University 2011 — 2012
MS, Finance, 3.5
California State University-Northridge 2009 — 2011
BS, Finance
Shanghai Normal University 2006 — 2011
Bachelor of Science (BS), Finance and Financial Management Services, 3.4
New York Life Insurance Company 2015 - 2015
New York Life Insurance Company December 2010 - September 2014
New York Life Insurance Company April 2006 - December 2010
Sound Mental Health October 2005 - March 2006
Skills
Recruiting, Leadership, Training, Insurance, Customer Service, Marketing, Business Planning, Coaching, Public Speaking, Finance, Financial Services, Analysis, Sales, Management, Leadership Development, Interviews, Team Building, Time Management, Human Resources, Organizational..., Employee Training, Resume Writing, Career Development, Employee Relations, Social Networking, Performance Management, Program Management, Process Improvement, Strategic Planning, Team Leadership
Education
University of Washington 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Bellevue Community College 2000 — 2003
Bellevue High School 1998 — 2000
Forest Ridge 1998 — 2000
Ropes & Gray LLP February 2015 - Present
Emily Bassin, Graphic Design June 2010 - Present
New York Life Insurance Company March 2012 - December 2014
Health Resources in Action October 2009 - August 2011
Anti-Defamation League October 2007 - January 2009
Red Hat September 2006 - July 2007
Vivid English Club September 2006 - July 2007
Anti-Defamation League June 2005 - August 2005
Skills
Adobe Creative Suite, Graphic Design, InDesign, Dreamweaver, Photoshop, Typography, Illustrator, Layout, Branding & Identity, Web Design, Social Media Marketing, Photography, Motion Graphics, Art Direction, Flash, Logo Design, Graphics
Education
Suffolk University 2009 — 2012
MA, Graphic Design
Beijing Language and Culture University 2006 — 2006
Certificate, Advanced Chinese
Connecticut College 2002 — 2006
BA, East Asian Studies and Mandarin Chinese
Capital University of Economics and Business 2004 — 2004
Certificate, Intensive Mandarin Chinese
Saint Ann's School 1996 — 2002
HS Diploma
Mercer Investment Consulting 2006 - Present
Putnam Investments November 1997 - June 2006
New York Life Insurance Company September 1990 - November 1997
Skills
Finance, Asset Management, Project Management, Defined Benefit, Business Requirements, Financial Analysis, Hedge Funds, Requirements Analysis, Bloomberg, Pensions, Analysis, Securities, Business Analysis, Benefits Administration, Change Management, Fixed Income, Investments, Employee Benefits, Strategic Planning, Microsoft Office, Relationship Management, Management, Mutual Funds, 401k, SQL, Valuation, CRM, Equities, Financial Services, Retirement, Business Development, Microsoft Excel, Vendor Management, SaaS, Risk Management, Business Process..., Process Improvement
Education
Bentley College 1985 — 1989
Finance
New York Life Insurance Company 2014 - Present
KORUS Co., Inc. April 2002 - December 2013
Skills
Strategic Planning, Team Building, Team Leadership, Customer Service, Microsoft Excel, Operations Management, Product Marketing, Merchandising, Business Development, Business Strategy, Marketing Strategy, Sales, Business Planning, Financial Analysis, Marketing, Contract Negotiation, New Business Development, Entrepreneurship, Retail, Sales Management, Negotiation, Competitive Analysis, Textiles, Global Sourcing, Import Export, Product Design, Manufacturing, Wholesale Operations, Retail Marketing, E-commerce, Procurement, Production Managment, Supply Chain Management
Education
Bentley University 1997 — 2001
Bachelor of Science (BS), Computer Information Systems
Georgetown Preparatory School 1995 — 1997
High School Diploma
JLL February 2012 - Present
Marley Properties July 2010 - February 2012
New York Life Insurance Company February 2009 - July 2010
National Archives and Records Administration November 2008 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Finance, Accounts Payable, Microsoft Office, Accounting, Account Reconciliation, Management, Time Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Real Estate Management
Bentley University 2006 — 2010
BS, Economics-Finance
John Hancock Financial Services May 2014 - August 2014
John Hancock Financial Services May 2013 - August 2013
New York Life Insurance Company April 2012 - August 2012
Skills
Actuarial Science, Financial Analysis, Microsoft Office, Valuation, Time Management, VBA, Finance, Customer Service, Access, Microsoft Excel, Fixed Annuities
Education
Bentley University 2011 — 2015
Bachelor of Applied Science (BASc), Actuarial Science
Bishop Guertin High School 2007 — 2011
New York Life Insurance Company June 2015 - Present
Bentley University September 2013 - May 2015
Yale New Haven Health System June 2014 - August 2014
Covidien January 2013 - August 2013
Bentley University October 2012 - May 2013
Skills
Fundraising, Leadership, Microsoft Excel, Telephone Skills, Sales, Data Entry, PowerPoint, Microsoft Word
Education
Bentley University 2012 — 2016
Clover Health September 2015 - Present
Federal Reserve Board July 2014 - September 2015
Dartmouth College: Department of Economics March 2014 - June 2014
Dartmouth College Department of Economics December 2013 - June 2014
New York Life Insurance Company June 2013 - August 2013
Mathematics Department Dartmouth College December 2012 - March 2013
Academic Skills Center (Dartmouth College) September 2010 - March 2013
Skills
Basketball Coaching, Mathematics, Research, Data Analysis, Matlab, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Editing, Microsoft Word, Stata
Education
Stanford University 2014 — 2015
Data Mining and Applications Graduate Certificate, Data Mining, 3.77/4.00
Dartmouth College 2010 — 2014
Bachelor's Degree, Double Major: Economics with High Honors, Mathematics, Magna Cum Laude, 3.82/4.00
Beijing Normal University 2011 — 2011
Mandarin Chinese Foreign Study Program
Manalapan High School 2006 — 2010
High School Diploma, Science and Engineering
Think Home Insulation February 2011 - Present
Cen-Tex Roof Systems September 2011 - Present
Harley Davidson of Waco March 2011 - June 2011
Sales at Grande Communications September 2005 - January 2011
New York Life Insurance Company October 2007 - January 2009
Reliable Life Insurance Co. September 2002 - April 2005
KXXV Channel 25 2002 - 2002
Kirkpatrick & Witt Furniture May 1984 - January 1997
Skills
Business Managment, Sales, Mechanical, Investments, Sales Management, Small Business, Insurance, New Business Development, Strategic Planning, Team Building, Customer Service, Contract Negotiation, Account Management, Finance, Strategic Financial..., Management, Insulation, Residential Roofing, Budgets, Financial Analysis, Residential Homes, Long-term Care, Marketing, Renovation, Advertising, Real Estate, Selling, Business Planning, Time Management, Negotiation, Business Development, Marketing Strategy, Entrepreneurship, Customer Satisfaction, Direct Sales, Sales Process, Networking, Cold Calling, Leadership
Education
Baylor University - Hankamer School of Business 1982 — 1985
Bachelor's degree, Business
Howard Payne University 1983 — 1984
Business
RelocalMove July 2014 - Present
ERA Sunrise Realty February 2006 - Present
Confederation Life Insurance Company June 1987 - February 1998
New York Life Insurance Company October 1982 - May 1987
Skills
Foreclosures, Short Sales, Property Management, Sellers, First Time Home Buyers, Listings, Buyer Representation, New Home Sales, Single Family Homes, Investors, REO, Relocation, Buyers, Referrals, ABR, Move Up Buyers, HUD, New Homes, Resellers, National Association of..., Condos, Real Property, Townhomes, Luxury, Rentals
Education
Jacksonville University 1980 — 1982
BS, General Business
Belmont Abbey College 1978 — 1980
Business
CBIZ Tofias August 2010 - Present
Grant Thornton October 2007 - August 2010
New York Life Insurance Company May 2005 - September 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Corporate Tax, GAAP, Income Tax, Tax, US GAAP, Microsoft Office, Finance
Education
Bentley University 2001 — 2005
Bachelor of Science, Marketing
Kingsview Realty August 2012 - Present
RYJ Management, Inc. June 2007 - Present
New York Life Insurance Company July 2013 - January 2014
CA Technologies June 2012 - May 2013
CREDIT SUISSE SECURITIES LLC April 2010 - June 2012
JPMorgan Chase June 2003 - August 2009
last mile connections 2003 - 2003
Merrill Lynch August 1998 - November 2002
MERRILL LYNCH & CO January 1998 - January 2002
Smith Barney May 1996 - July 1998
Skills
Mergers, Vendor Management, Management, Mergers & Acquisitions, Negotiation, Project Management, Contract Negotiation, Procurement, Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
LaSalle Academy
High School Diploma, Academic
Long Island University
Bachelor of Arts (B.A.), Political Science and Government, 3.64
NEW YORK UNIVERSITY
Wayfair October 2014 - Present
Rue La La June 2014 - October 2014
Wolverine World Wide November 2013 - May 2014
Lionbridge Technologies September 2013 - November 2013
Collette Vacations May 2013 - August 2013
New York Life Insurance Company March 2013 - August 2013
Town of Needham May 2008 - August 2012
Skills
Event Planning, Social Media, PowerPoint, Marketing, Microsoft Excel, Market Research, Social Networking, Microsoft Office, Fundraising, Research, Social Media Marketing, Leadership, Marketing Communications, Public Relations, Facebook, Competitive Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (B.S.), Marketing
Sacred Heart University 2010 — 2011
Needham High School 2006 — 2010
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company September 2006 - May 2010
Performance Sports Academy February 2003 - September 2006
Skills
Wealth Management, Financial Services, Sales, Sales Management, Investments, Strategic Financial..., Account Management, Relationship Management, New Business Development, Salesforce.com, Sales Process, Disability Insurance, Portfolio Management, Direct Sales, Finance, Investment Advisory, Business Development, Long-term Care, Income Protection, Term Life Insurance, Business, Long Term Care Insurance, Building Relationships, Management, Employee Benefits
Education
Belhaven University 2001 — 2005
Sports Ministry, Divinity/Ministry
Polito Financial & Insurance October 2007 - Present
New York Life Insurance Company October 2007 - Present
NYLIFE Securities LLC October 2007 - Present
Sun Life Financial August 2006 - October 2007
JPMorgan Chase February 2007 - August 2007
State Street June 2006 - February 2007
Skills
Life Insurance, Insurance, Alternative Investments, Financial Analysis, Accounting, IRAs, Bloomberg, Hedge Funds, Fixed Income, Disability Insurance, Equities, Fund Accounting, Series 63, 401k Rollovers, Property & Casualty..., Relationship Management
Education
Bentley University 2002 — 2005
Corporate Finance & Accounting, Financial Planning
Dedham High School 1997 — 2001
Centinel Financial Group, LLC May 2013 - Present
Changing Times Financial 1988 - May 2013
Banc of America Investments 2003 - 2007
Stone Street Financial January 1999 - February 2003
Viaticus/CNA August 1997 - February 1999
AIG September 1993 - December 1997
New York Life Insurance Company 1989 - 1994
Education
Bentley University 2011 — 2012
Enrolled Masters, Financial Planning and Taxation
Bentley University 1978 — 1980
BS, Management
Newton North High School 1972 — 1975
Diploma, College Core
John Hancock Financial Services April 2015 - Present
New York Life Insurance Company September 1993 - April 2015
Skills
Series 63, Financial Services, Customer Service, Project Management, Retirement, Human Resources, Management, Leadership, 401k, Series 6, Insurance, Series 7, Mutual Funds, Retirement Planning, Pensions, Employee Benefits
Education
Brandeis University
Bachelor of Arts (B.A.), English and American Literature
Bentley College
Certification, Human Resources Management and Services
CFA Institute
Claritas(R) Investment Certification
Credit Suisse August 2015 - Present
New York Life Insurance Company January 2015 - August 2015
JPMorgan Chase August 2014 - January 2015
Bloomberg LP March 2014 - August 2014
Industrial and Commercial Bank of China, New York January 2014 - March 2014
Reelio Labs September 2013 - November 2013
Skills
Financial Analysis, Financial Modeling, Risk Management, Financial Reporting, Corporate Finance, Access, SQL, VBA, R, Matlab, Microsoft Excel, Bloomberg, Financial Accounting, Valuation, Microsoft Office, Portfolio Management, Eviews, Equity Research, Accounting, PowerPoint, Microsoft Word, SPSS, Financial Audits, Financial Statements
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance, 3.7
Beijing University of Technology 2008 — 2012
Bachelor's degree, Finance, 3.8
Kansas City Public Schools June 2014 - Present
New York Life Insurance Company September 2013 - May 2014
Inside the Faith, Inc. August 2012 - September 2013
Kauffman Scholars Inc. March 2006 - August 2012
Skills
Public Speaking, Leadership Development, Event Planning, Non-profits, Program Development, Fundraising, Grant Writing, Teaching, Volunteer Management, Community Outreach, Staff Development, Community Development, Nonprofits, Grants, Editing, Training, Leadership, Event Management, Curriculum Design, Curriculum Development, Higher Education, Career Counseling, Workshop Facilitation, Organizational..., Program Management, Coaching, Strategic Planning
Education
Benedictine College 2011 — 2012
Executive Masters of Business Administration (EMBA)
Oral Roberts University 1997 — 2000
Bachelor of Arts (BA), Theology
Boston College January 2015 - Present
Hay Group May 2013 - August 2013
StudentUniverse.com January 2013 - May 2013
New York Life Insurance Company December 2012 - January 2013
Boston Digital Ventures September 2012 - December 2012
CTR Market Research October 2011 - November 2011
Chinese Academy of Sciences September 2009 - January 2010
Skills
Data Analysis, SPSS, Marketing Research, PowerPoint, Microsoft Office, Microsoft Excel, HTML, Statistics, Microsoft Word, Facebook, SAS, Social Media Marketing, Access, Photoshop, Online Marketing, Python, Research, Strategic Marketing..., LISREL, SEM, Customer Service, Multivariate Statistics, E-Prime, Inquisite, DMDX, Market Research, SQL
Education
Boston College 2015 — 2020
Doctor of Philosophy (Ph.D.), Psychometrics and Quantitative Psychology
Brandeis University 2012 — 2014
Master's Degree, Psychology, 3.9/4.0
Beijing Normal University 2008 — 2012
Bachelor of Science (BS), Psychology
Cisco February 2014 - Present
Apperian, Inc. June 2011 - February 2014
Vasco Data Security October 2009 - May 2011
Office Environments of New England July 2005 - October 2009
New York Life Insurance Company May 2004 - July 2005
Skills
SaaS, Lead Generation, Direct Sales, Strategic Partnerships, Mobile Applications, Negotiation, Sales, CRM, Strategy, Start-ups, Selling, Management, Channel Partners, Enterprise Software, Solution Selling, Inside Sales, Strong Authentication, Product Management, Salesforce.com, Mobile Devices, Sales Management, Forecasting, Channel Management, Sales Metrics, Data Center, Networking, Cloud Computing, Channel Sales
Education
Bryant University 2002 — 2004
Finance, Finance, Management, Psychology
Bentley University 2000 — 2002
Bachelor of Science (B.S.), Finance
Mutual of Omaha March 2015 - Present
Mutual of Omaha January 2011 - Present
Mutual of Omaha June 2010 - December 2010
Mutual of Omaha March 2009 - May 2010
MDS Pharma Services December 2008 - March 2009
New York Life Insurance Company May 2007 - October 2008
Skills
Insurance, Customer Service, Coaching, Change Management, Process Improvement, PowerPoint, Microsoft Excel, Lean Transformation, Written & Oral..., Performance Management, Employee Development, Excel, Budget Management, Inventory Management, Team Building, Leadership, Training, Budgets, Analysis, Life Insurance
Education
Bellevue University 2012 — 2015
Master of Science (M.S.), Leadership and Coaching
Nebraska Wesleyan University
Bachelor of Art, Psychology
New York Life Insurance Company March 2011 - April 2015
New York Institute of Technology September 2008 - September 2011
New York Life Insurance Company August 2009 - March 2011
Bank of America Merrill Lynch 2005 - August 2009
Merrill Lynch 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Bristol-Myers Squibb 1999 - 2000
PricewaterhouseCoopers May 1998 - November 1999
Ernst & Young LLP 1996 - 1998
Skills
Performance Management, Talent Management, Employee Relations, Leadership Development, Talent Assessment, Recruitment/Retention, Training & Development, Strategic Human..., Human Resource..., Global Human Resources..., Recruiting, Leadership, Personnel Management, Employment Law, Human Resources, Onboarding, Succession Planning, Career Development, Talent Acquisition, Employee Training, Employee Engagement, Change Management, Organizational...
Education
Bentley University
BS
The New School
MS
Fidelity Investments June 2011 - Present
AARP Services, Inc December 2010 - June 2011
New York Life Insurance Company June 2010 - April 2011
Fidelity Investments July 2009 - May 2010
Evergreen Investments January 2009 - May 2009
Fidelity Investments September 2004 - December 2008
Fidelity Investments 1995 - 2008
Skills
Financial Services, Retirement, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, RIAs, High Net Worth..., Thought Leadership, Web Content Management, Direct Mail, Marketing, Marketing Management, Segmentation, Strategic Partnerships
Education
Bentley University 1988 — 1992
BS
Bank of America March 2014 - Present
Fevrier Insurance September 2011 - February 2014
The Herb Chambers Companies June 2013 - November 2013
New York Life Insurance Company April 2009 - December 2010
State Street January 2000 - February 2009
Putnam Investments 1998 - 2000
Skills
Talent Acquisition, Recruiting, Life Insurance, Sales, Cold Calling Experience, Screening Resumes, Call Center, Customer Service, Mentoring, Series 6, Series 63, Retirement, Call Centers, Human Resources, Analysis, Retirement Planning, Business Planning, Insurance, Securities, Employee Benefits, Training, Marketing, Small Business, Mortgage Lending, Negotiation, Financial Services, Finance, Loans, Fixed Annuities, Investments
Education
Bentley University 2007 — 2009
Bachelor of Science (BS), Management minor eco-finance
Bentley University 2004 — 2009
BS, Management Minor: Economics and Finance
Bunker Hill Community College 1999 — 2000
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company November 2012 - May 2014
Pace University School of Law January 2012 - May 2014
Town of Greenburgh Justice Court February 2014 - April 2014
The Kenmar Olympia Group September 2013 - December 2013
Furman Kornfeld & Brennan LLP June 2010 - August 2010
Skills
Westlaw, Microsoft Office, Legal Research, PowerPoint, Research, Public Speaking, Microsoft Excel, Legal Writing
Education
Pace University School of Law 2012 — 2014
Juris Doctor
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting
Xavier High School 2003 — 2007
Maxymiser July 2012 - Present
New York Life Insurance Company May 2011 - November 2011
Atlantic Planning Group, LLC July 2011 - August 2011
Cashman Equipment Corporation June 2010 - August 2010
Institute of Real Estate Management June 2010 - August 2010
Skills
Data Analysis, Sales, Marketing Strategy, Marketing, Social Networking, Facebook, Analytics, Management, Critical Thinking, Multivariate Testing, Digital Marketing, Account Management, Project Management, Market Research
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Royal Holloway, University of London, Egham Hill 2010 — 2010
Deliso Financial and Insurance Services January 2000 - Present
Deliso Financial and Insurance Services 2000 - Present
New York Life Insurance Company June 1995 - Present
The Estate Planning Council of Hampden County Inc. January 2003 - Present
Community Music School of Springfield April 2012 - Present
Pioneer Cold January 2000 - Present
Pioneer Valley AAA January 2006 - May 2015
Dakin Humane Society January 2014 - June 2014
Springfield YMCA 1997 - 2012
Community Foundation of Greater Springfield 2005 - 2008
Skills
Insurance, Investments, Retirement, Finance, Estate Planning, Strategic Planning, Fundraising, 401k Rollovers, Retirement Planning, Fixed Annuities, Small Business, Life Insurance, Disability Insurance, Long-term Care, Accounting, Tax, IRAs, Term Life Insurance, Licensed Life Insurance..., Wealth Preservation..., Key Person Protection, Estate Tax Planning, Mutual Funds, Annuity Sales, Legacies
Education
Bentley University 1977 — 1980
Bachelor of Science (BS), Accounting
Holyoke Community College 1976 — 1977
Associate of Science (AS), Accounting
Catherdral 1970 — 1974
High School Diploma
Mt Carmel
American Red Cross of Greater Chicago August 2014 - Present
Bike New York March 2005 - Present
Mutual of Omaha November 2013 - August 2014
New York Life Insurance Company August 2012 - November 2013
Bike and Roll May 2012 - September 2012
Aflac August 2011 - August 2012
Vera Institute of Justice February 2003 - September 2011
Commercial Realty Hub June 2009 - June 2011
Corley Realty Group March 2007 - June 2009
Grand Valley State University August 1989 - August 2001
Skills
Non-profits, Community Outreach, Public Speaking, Program Development, Volunteer Management, Strategic Planning, Event Management, Policy Analysis, Budgets, Real Estate, Life Insurance, Leadership
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2002
Grand Valley State University 1995 — 1999
MPA, Non Profit Administration
Michigan State University 1982 — 1984
B.A., James Madison College: Social Economic Policy Analysis
Grand Rapids Community College 1981 — 1982
A.A., Pre Law
Kelloggsville 1976 — 1980
High School Diploma
University of California, Berkeley, Haas School of Business 2014 - Present
MLT 2013 - 2014
MLT 2012 - 2013
Teach For America 2009 - 2009
Teach For America 2008 - 2008
City College of New York 2006 - 2008
New York Life Insurance Company 2007 - 2007
New York Life Insurance Company 2006 - 2006
Skills
Data Analysis, Program Management, Program Development, Program Evaluation, Event Planning, College Recruiting, Project Management, Community Outreach, Volunteer Management, Diversity & Inclusion, Non-profits, Fundraising, Research, Communication, Data Management, Salesforce.com, Nonprofits
Education
William E. Macaulay Honors College at The City College of New York
Bachelor of Arts (B.A.), magna cum laude
立教大学 / Rikkyo University
연세대학교 / Yonsei University
Beijing Normal University
Stuyvesant High School
MS Deferred Compensation Plan and Trust January 2014 - Present
MS Deferred Compensation Plan and Trust October 2012 - Present
New York Life Insurance Company April 2009 - October 2012
NYLIFE SECURITIES LLC 2009 - October 2012
Enterprise Rent-A-Car 2003 - April 2009
Enterprise Rent-A-Car 2005 - 2007
Enterprise rent-a-car 2004 July 2004 - January 2005
Hibbett Sports/Sports & Co January 2000 - January 2004
Skills
Series 6 Licensed, Series 63 Licensed, Insurance, Series 6, Retirement, Licensing, Long-term Care, Life Insurance, Finance, Investments, Project Planning, Customer Service, Estate Planning, Financial Services, Fixed Annuities, Retirement Planning, Term Life Insurance, Sales, Securities, Negotiation, Health Insurance, Mutual Funds, Management, Whole Life, Entrepreneurship, Disability Insurance, Accounting, Business, Series 63, Strategic Financial..., Employee Benefits
Education
Belhaven College 1999 — 2003
Bachelor of Science, Computer Information Systems
Great West Casualty Company February 2014 - Present
MPR, Inc. September 2013 - Present
New York Life Insurance Company May 2011 - September 2013
Impact Driven Fitness September 2009 - August 2011
Quintiles March 2008 - September 2009
Lincare Holdings, Inc October 2005 - March 2008
P & L Capital Corporation October 2004 - October 2005
Verizon Business March 2004 - October 2004
World Media Company (Omaha World Herald) March 2002 - March 2004
Cox Classic Golf Tournament 2001 - 2004
Skills
Life Insurance, Insurance, Sales, Account Management, Sales Operations, Analysis, Accounting, Product Launch, New Business Development, Healthcare, Team Building, Customer Service, Finance, Retirement, Business Planning, Training, Selling, Recruiting, Small Business, Coaching, Cold Calling, Direct Sales, Leadership, Marketing, Sales Process, Strategic Planning
Education
Bellevue University 2001 — 2004
Business Administration
Wayne State College 1998 — 2000
Wayne State College
MBA, Business
New York Life Insurance Company January 2006 - Present
New York Life Insurance Company September 2002 - December 2005
New York Life Insurance Company July 1999 - August 2002
New York Life Insurance Company February 1988 - June 1999
Josten's, Inc. January 1984 - January 1988
Skills
Retirement, Insurance, Sales Management, Estate Planning, Long-term Care
Education
Bellarmine University 1977 — 1981
BA, Accounting
Berg & Androphy June 2015 - Present
Kasowitz, Benson, Torres & Friedman LLP 2010 - June 2015
International Boxing Research Organization 2012 - 2015
Boxing Management 1995 - 2015
Simpson Thacher & Bartlett LLP 2000 - 2010
Maxboxing.com 2000 - 2001
SecondsOut.com 1999 - 2000
Integrex 1998 - 2000
New York Life Insurance Company 1995 - 1998
SIDLEY AUSTIN 1991 - 1993
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1993 — 1996
J.D., Law
Penn State University 1985 — 1990
BS, Psychology
Iroquois High School
High School Diploma
Bank of America September 2015 - Present
New York Life Insurance Company May 2015 - August 2015
WinMax Systems July 2014 - August 2014
Associated Students, Inc.-Cal Poly San Luis Obispo January 2014 - May 2014
Bellevue College November 2011 - June 2012
Skills
Microsoft Excel, Marketing, Project Planning, PowerPoint, Microsoft Office, SSPS, OS X, Lightroom, Photoshop, Video Editing, Access, MRI, Google Docs, Microsoft Word, Social Media, Leadership, Public Speaking, Customer Service, Time Management, Social Networking, Research, Teamwork
Education
California Polytechnic State University-San Luis Obispo 2012 — 2014
Bachelor's degree, Marketing/Marketing Management, General
Bellevue College 2010 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
United States Air Force October 2013 - Present
New York Life Insurance Company September 2012 - August 2013
Radford University 2010 - 2012
AT&T 2007 - 2008
Skills
Customer Service, Access, Financial Analysis, Data Analysis, Social Media, Accounting, Teamwork, Ability to easily adapt..., Ability to work and..., Proficient in MS Office..., Able to carry out a..., Microsoft Excel, Management, Corporate Finance, Finance, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
Community College of the Air Force 2014 — 2015
Associate of Science (AS), Electrical and Electronics Engineering
Radford University 2010 — 2012
Bachelor's degree, Financial Planning, Honors
Bellevue University 2006 — 2010
Bachelor of Business Administration (BBA)
VMTurbo December 2013 - Present
EMC July 2013 - December 2013
EMC May 2012 - July 2013
Novartis Vaccines and Diagnostics January 2012 - May 2012
New York Life Insurance Company March 2011 - January 2012
Meehan Financial Services May 2010 - September 2011
Skills
Forecasting, Bloomberg, Management, SAP, Strategy, Leadership, Finance, Time Management, Salesforce.com, Financial Modeling, Project Management, Sales Operations, Virtualization, Automation, VMTurbo, Microsoft Office, Morningstar, Cross-functional Team..., Program Management, Sales, Account Management, Bloomberg Certified, FactSet, Infrastructure, Infrastructure..., VMware Infrastructure, Cloud Computing, Business Intelligence
Education
Bentley University
Bachelor of Science, Finance & Liberal Studies Major in Global Perspectives, Minor in Info Design Corporate Communication, Graduated Summa Cum Laude
Lorenzo de Medici Institute
Bachelors, Study Abroad Program
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
HighPointe Financial Group, LLC August 2015 - Present
Kansas City Chinese Association February 2015 - Present
NYLIFE Securities LLC December 2013 - August 2015
New York Life Insurance Company June 2013 - August 2015
MultiLingual Solutions, Inc. January 2011 - May 2013
United States Air Force November 2009 - December 2010
United States Air Force July 2002 - November 2009
Skills
Foreign Languages, Program Management, Insurance, Translation, Team Leadership, Multilingual, Project Management, Team Building, Microsoft Office, Retirement, Life Insurance, Retirement Planning, Small Business, Asset Protection, Estate Planning, 401k Rollovers, Succession Planning, MS Office Suite, Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Key Person Protection, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Investments, Chinese, Military Operations, Military, Intelligence Analysis, Intelligence, Government, DoD, Customer Service, Defense, Leadership, Management
Education
Bellevue University 2009 — 2010
BS, Business
Community College of the Air Force 2002 — 2010
AAS, Communications Application Technology
Defense Language Institute 2002 — 2004
Diploma with Honors, Mandarin Chinese
New York Life Insurance Company April 2015 - Present
Focus Business Management Services January 1982 - March 2015
Skills
Long Term Care Insurance, Lifetime Income..., Business Strategy, Strategic Planning, Management Consulting, Team Building, Mergers & Acquisitions, Start-ups, Strategy, Leadership, Management, Business Development, Contract Negotiation, Leadership Development, Negotiation, Program Management, Process Improvement, Sales Management, Sales, Public Speaking
Education
Bellarmine College Preparatory
Bellarmine College Preparatory
University of California, Los Angeles
Bachelor's degree, Economics
University of California, Los Angeles
Bachelor's in Economics, Economics
University of California, Los Angeles
Bachelor's degree, Economics
Holborn Corporation December 2006 - Present
Wilker & Lenci 2004 - 2006
Transatlantic Reinsurance October 2003 - April 2004
GAB Robins 2002 - 2004
New York Life Insurance Company 2002 - 2003
Converium July 2002 - October 2002
MLG & Associates January 2002 - July 2002
Felcher, Fox and Litner, PC November 1998 - January 2002
Lincoln Financial Group July 1996 - October 1998
AIGRM 1990 - 1996
Skills
Contracts Expert, Insurance Law, Reinsurance Law, Reinsurance, Insurance, Contract Negotiation, Compliance, Negotiation, Mergers, Customer Relations, Risk Management, Contract Management, Research, Excel, Corporate Governance, Excess, Casualty, Due Diligence, Professional Liability, Claims Management, Legal Liability, Commercial Insurance, Litigation Management, Intellectual Property, Liability, Analysis, Arbitration, Customer Service, Workers Compensation, Microsoft Excel, Mergers & Acquisitions, Underwriting, Captives, General Insurance, Property & Casualty..., Claim, Financial Risk, Actuarial Science, Contractual Agreements, Casualty Insurance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1987 — 1989
JD, Law
New York University 1981 — 1984
BA, Social Anthropology
Slalom Consulting March 2015 - Present
EMC June 2013 - March 2015
EMC Computer Systems July 2011 - June 2013
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
KPMG LLP January 2010 - May 2010
New York Life Insurance Company March 2009 - September 2009
Skills
Leadership, Marketing, New Business Development, Analysis, Project Management, Salesforce.com, Business Development, Human Resources, Pre-sales, Recruiting, Financial Analysis, Process Improvement, Program Management, Management, Strategy
Education
Bentley University 2007 — 2011
Bachelor of Science, Managerial Economics and Liberal Studies; Global Perspectives
Universidad Pontificia Comillas
Office of Naval Research August 2010 - Present
MIT Lincoln Laboratory May 2009 - July 2010
New York Life Insurance Company October 2008 - March 2009
Wakefield Co-operative Bank December 2008 - January 2009
MIT Lincoln Laboratory June 2008 - August 2008
Bentley University September 2007 - May 2008
Skills
Data Analysis, Microsoft Word, Outlook, SPSS, Research, Financial Analysis, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Salesforce.com, Event Planning, Analysis, Market Research, Customer Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2015
Master of Business Administration (MBA)
Bentley University 2006 — 2010
Bachelor of Science, Finance and Liberal Studies, Concentration: Ethics and Social Responsibility
New York Life Insurance Company March 2013 - Present
Simpson Law Firm, LLC May 2008 - March 2013
Skills
Retirement Planning, College Funds, Fixed Annuities, Long Term Care Insurance, Annuity Sales, Legacies, Licensed Life Insurance..., Insurance, Small Business, Protection..., Life Insurance, Retirement
Education
Belhaven University 2001 — 2003
Bachelor's degree, Business Administration
Pearl High School 1991 — 1995
High School
New York Life Insurance Company April 2015 - Present
Moreva Group LLC February 2015 - Present
G2 Capital Advisors December 2014 - Present
CondoAssociation.com November 2014 - Present
Hilco Streambank January 2012 - November 2014
Hilco Appraisal Services February 2010 - January 2012
Virtua Research June 2007 - December 2009
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Start-ups, Finance, Management, Forecasting, Restructuring, Strategic Planning, Strategy, Private Equity, Small Business, Disability Insurance, Life Insurance, Long Term Care Insurance, Series 6
Education
Bentley University 2005 — 2007
BS, Corporate Finance and Accounting, Summa Cum Laude
New York Life Insurance Company May 2015 - Present
LiveProcess May 2015 - Present
Atlas Metals 2012 - Present
Project Ezra 2009 - Present
Concord Academy July 2010 - 2014
Lifeworks June 2012 - July 2012
Sail Caribbean July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, SAP, SPSS, Facebook, Social Media, Recording, Event Planning, Volunteer Management
Education
Bentley University 2012 — 2016
Finance, General
Universidad Pablo de Olavide
Lexington High School
First Data Corporation May 2015 - Present
SunTrust Bank November 2013 - May 2015
Bank of America October 2012 - November 2013
JPMorgan Chase October 2008 - April 2012
New York Life Insurance Company December 2006 - October 2008
Skills
Loans, Credit, Banking, Commercial Banking, Small Business Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Loan Origination, Credit Risk, Lines Of Credit, Commercial Mortgages, Asset Based Lending, Mortgage Banking, Small Business, Branch Management, Deposits, Cross Selling, SBA, Refinance
Education
Bellevue University 2015 — 2017
Bachelor of Science (BS), Professional Banking Operations and Leadership
Tulsa Community College 2010 — 2012
Business Finance
Luther Rice University 2003 — 2010
Bachelor of Arts (BA), Ministry/Religion
Safari Solutions April 2012 - Present
New York Life Insurance Company February 2010 - April 2012
Biomet Heartland Orthopaedics August 2008 - September 2010
TLC Management August 2001 - June 2005
Harborside Healthcare September 1997 - September 2001
HealthCare Recruiters April 1990 - August 1996
Skills
Listening Skills, Personality Profiling, Interviewing, Qualitative Research, Candidate Screening, Candidate Generation, Direct Recruiting, Internet Recruiting, Full-cycle Recruiting, College Recruiting, Talent Acquisition, Recruitment/Retention, Sourcing, Executive Search, Coaching, Sales Recruitment, Recruiting, Interviews, Screening Resumes, Hiring, Human Resources, Screening, Temporary Placement, Talent Management, HR Consulting, SDLC, Personality Testing, Employee Training, Employer Branding, Succession Planning, Sales, Resume Writing, Career Development, Employee Benefits, Leadership Development, Training, Technical Recruiting, New Hire Orientations, Management, Workforce Planning, Applicant Tracking..., Deferred Compensation, Benefits Negotiation, Employee Engagement, Job Descriptions, Employee Relations, HRIS, Staffing Services, Personnel Management, Contract Recruitment
Education
Bellevue University
Bellevue University, Social Psychology
Oak Park River Forest High School
New York Life Insurance Company January 2012 - Present
East Boston Chamber of Commerce 2012 - 2013
Sports Management Worldwide September 2011 - April 2012
Public Consulting Group August 2010 - October 2011
Bentley University 2008 - 2011
Boston Red Sox March 2007 - August 2010
New England Patriots January 2010 - May 2010
United States Senate April 2009 - September 2009
Strategic Financial Partners 2009 - 2009
Schwartz Communications May 2008 - August 2008
Skills
Operational Efficiency, Business Analysis, Direct Sales, Sales Process, Customer Relations, Financial Analysis, Data Analysis
Education
Bentley University 2009 — 2010
MBA, Finance, Operations Management
Bentley University 2006 — 2009
B.S., Managerial Economics
Higgins
Higgins
St. Mary's
State Street June 2014 - Present
Reebok September 2013 - December 2013
Lexington Wealth Management May 2013 - August 2013
New York Life Insurance Company May 2012 - September 2012
Parent Involvement Program June 2011 - January 2012
Skills
Time Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Social Media, Leadership, Microsoft Word, Salesforce.com, SAP, Customer Service, Close Attention to..., Quantitative Analytics, Morningstar, Bloomberg, Excel, Multi-currency Horizon
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics Finance
Braintree High School 2006 — 2010
3.8
New York Life Insurance Company March 2015 - Present
Freelance Comic Book Writer June 1994 - Present
Skills
Insurance, Customer Service, Sales, Investments, Life Insurance, Microsoft Office, Financial Services, Retirement Planning, Leadership, Marketing, 401k Rollovers, Buy-sell Agreements, Annuity Sales, Asset Protection, Grandchild Gifting, Building Long-term..., Advertising, Public Speaking, Management, Social Media
Education
Benedictine University
New York Life Insurance Company June 2015 - September 2015
Heritage Preservation Management, Inc. August 2006 - July 2009
Rite Aid August 2001 - July 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Leadership, Customer Service, Time Management, Outlook, Research, Management, Data Analysis, Computer Proficiency, Real Estate, Event Planning, Community Outreach, Small Business, Tax Returns
Education
University of Washington, Michael G. Foster School of Business 2011 — 2014
Bellevue Community College 2009 — 2011
Transfer, Accounting
Hon. Richard L. Buchter May 2015 - Present
New York Life Insurance Company July 2012 - July 2014
New York Life Insurance Company May 2011 - August 2011
Franklin/Hampshire Juvenile Court June 2010 - August 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2017
Candidate for Juris Doctor
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), History
MorphoTrust USA January 2015 - Present
Riot PR August 2013 - December 2014
Fit Revolution July 2013 - June 2014
Guaetta & Benson, LLC May 2012 - January 2013
New York Life Insurance Company May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Networking, PowerPoint, Sports, Video Production, Creative Writing, Marketing, Advertising, Public Relations, Outlook, Press Releases, Facebook, Leadership, Public Speaking, Social Networking, Teamwork
Education
Bentley University 2010 — 2014
Bachelor's degree, Information Design and Corporate Communications (Public Relations)
Billerica Memorial High School 2006 — 2010
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company March 2015 - Present
Microsoft October 1995 - September 2014
Skills
Win32 API, Software Engineering, Distributed Systems, Software Design, C#, Test Automation, Multithreading, Debugging, .NET, Performance Testing, Windows Internals, Powershell, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Education Funding..., 401(k) Rollovers, Retirement Planning
Education
Colorado State University
Doctor of Philosophy (Ph.D.), Computer Science
Shanghai University of Science and Technology
Master's degree, Computer Science
Beijing Institute of Technology
Bachelor of Science (BS), Computer Science & Engineering
Havas Media July 2014 - Present
LogoMix June 2013 - January 2014
Spectrum Creative Solutions June 2012 - January 2013
New York Life Insurance Company September 2011 - March 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, Marketing Communications, Research, Social Networking, Editing
Education
Bentley University 2010 — 2014
Bachelor’s of Arts, Marketing
LORENZO DE’MEDICI
Study Abroad
StudentUniverse December 2014 - Present
Social Boston Sports May 2013 - Present
Massachusetts Gymnastics Center August 2011 - Present
Charles Riverboat Company April 2014 - October 2014
Regan Insurance Agency June 2013 - September 2013
New York Life Insurance Company May 2012 - October 2012
Skills
Windows XP Pro, Mac OS, Microsoft Office, Google Analytics, WordPress, GoDaddy, Social Media, Hootsuite, Constant Contact, e-Relationships, Adobe Photoshop, InDesign, Final Cut Pro, iMovie, Windows Movie Maker, IBIS, MediaMark, Mintel, Virtual Ticketer, WhenToWork, ShopKeep POS, SAP, SPSS, Photography, Video Production
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Marketing, Senior
Universitat Pompeu Fabra
Study Abroad Program
Waltham High School 2007 — 2011
High School Diploma
New York Life Insurance Company May 2013 - Present
Comcast Cable March 2007 - April 2012
Skills
Sales Management, Sales, Management, Public Speaking, Problem Solving, Account Management, New Business Development, Event Management, Negotiation, Budgets
Education
Belhaven University 2012 — 2014
Belhaven University 2012 — 2014
Bachelor's of Arts, Public relations and business
New York Life Insurance Company July 2015 - Present
Skills
Online Marketing, Online Communications, Online Advertising, SEM, PPC, Social Media, Web Analytics, Omniture, Account Management, Lead Generation, Google Analytics, Integrated Marketing, Web Marketing, Search Advertising, Marketing Strategy, Advertising, Email Marketing, Google Adwords, Digital Marketing, MSN AdCenter, SEO, Media Buying, Social Media Marketing, SMO, Marketing, Creative Direction, User Experience, Public Relations, Strategy, Display Advertising, Mobile Marketing, Interactive Marketing, Press Releases, Landing Page..., Digital Strategy, Campaign Management, Online Lead Generation, Direct Marketing, Media Planning, Affiliate Marketing, Digital Media, E-commerce, Customer Acquisition, Website Development, Facebook, Content Strategy, Brand Development, Conversion Optimization, Content Marketing, Mobile Advertising
Education
Bentley University 2000 — 2004
Bachelor of Science
University of San Francisco
Master Certificate
Villanova University
Master Certificate
Wayfair June 2015 - Present
The Cambridge Institute of International Education June 2014 - Present
Bentley University September 2013 - June 2014
Bentley University November 2011 - May 2014
American Student Assistance May 2013 - August 2013
New York Life Insurance Company May 2012 - December 2012
Hopkinton Parks and Recreation June 2010 - June 2012
Skills
Microsoft Office, SPSS, Leadership, Marketing, Market Research, SharePoint, Facebook, Twitter, Microsoft Excel, Microsoft Word, Lync, PowerPoint, Prezi, Digital Marketing, Brightcove, Public Speaking, Social Media
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Hopkinton High School 2006 — 2010
PepsiCo - Frito Lay July 2012 - Present
Marriott Hotel April 2006 - Present
New York Life Insurance Company September 2005 - Present
Skills
Customer Service, Problem Solving, Microsoft Word, Microsoft Excel, Data Entry, Training, Inventory Management, Insurance, Employee Relations, Call Centers
Education
Cardinal Stritch University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Bemidji State University 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
North Dakota State College of Science 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Dunkin' Brands April 2015 - Present
CBI Advanstar Communications December 2014 - April 2015
deJardim, LLC July 2013 - October 2014
Bentley University November 2011 - May 2014
UsTrendy June 2013 - August 2013
New York Life Insurance Company June 2011 - August 2011
Blue Diamond Softball June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, SPSS, PowerPoint, Advertising, Social Media, Time Management, Facebook, Market Research, Marketing, Social Media Marketing, Sales, Customer Service
Education
Bentley University 2010 — 2014
Bachelor's degree, Marketing
Adams Beverages of NC, LLC March 2014 - Present
TRUPOINT Partners January 2014 - February 2014
Oracle January 2010 - October 2013
American Cancer Society May 2009 - November 2009
New York Life Insurance Company February 2008 - February 2009
Skills
Employee Benefits, New Hire Orientations, Interviews, HRIS, Onboarding, Personnel Management, Employee Relations, Human Resources, Performance Appraisal, Performance Management, Process Improvement, Screening, Employee Engagement, Payroll, Management, Recruiting
Education
California National University for Advanced Studies 2012 — 2015
Master's of Science degree, Human Resources Management
Bentley University 2005 — 2009
Bachelor of Science Degree, Human Resource Management
State Street Bank July 2013 - Present
Samet and Company PC February 2013 - April 2013
Aircuity September 2012 - December 2012
University Undergraduate Admissions Office January 2010 - December 2012
State Street June 2012 - August 2012
New York Life Insurance Company October 2011 - May 2012
Pan-Hellenic Council November 2010 - November 2011
Norway Savings Bank May 2011 - August 2011
Personal Touch Catering January 2005 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Outlook, Public Speaking, Problem Solving, Morningstar, SAP, Public Relations, Administration, Banking, Customer Service, Financial Planning, Data Entry, Customer Relations, Writing, Insurance
Education
Bentley University 2009 — 2012
Bachelor of Science, Finance and Liberal Studies in Health and Industry
Merrill Lynch May 2012 - Present
GRAY CONSULTING April 2010 - May 2012
New York Life Insurance Company December 2005 - April 2010
Skills
Analysis, Customer Service, Financial Analysis, Financial Services, Risk Management, Series 6
Education
Bentley University 1999 — 2001
BS, Economics-Finance
Dean College 1996 — 1998
Associates Degree, Business Administration
Charlestown High School 1992 — 1996
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance February 2013 - May 2015
SandCrate July 2012 - February 2013
Imagitas December 2010 - January 2013
The Simply Bar August 2011 - July 2012
Lois Paul & Partners February 2010 - November 2010
Blank Label December 2009 - February 2010
New York Life Insurance Company September 2008 - February 2010
Bernard Hodes Group UK February 2008 - August 2008
Skills
Marketing Communications, SEO, Brand Management, Advertising, Social Media Integration, Brand Development, Social Media, Public Relations, Networking, Email Marketing, Strategic Partnerships, Social Media Marketing, Strategy, Entrepreneurship, Web Design, Account Management, Start-ups, Brand Developement, Lead Generation, Media Planning, Digital Marketing
Education
Bentley University 2006 — 2010
BS, Marketing, Psychology
National Grid June 2015 - Present
National Grid July 2013 - Present
BJ's Wholesale Club July 2011 - July 2013
Bentley University September 2007 - May 2011
National Grid May 2010 - April 2011
New York Life Insurance Company January 2010 - April 2010
Waltham Medical Group October 2009 - January 2010
Price Chopper Supermarkets June 2007 - August 2009
Northeast BioTech, Inc May 2005 - November 2007
Skills
Access, Databases, Microsoft Excel, PowerPoint, Business Analysis, Visio, Outlook, Management, Microsoft Office, DataPower, WinSCP, MS Project, Dreamweaver, Rational Performance..., Analysis, Program Management, Testing, Marketing, Microsoft Word, Oracle SQL, IBM Tivoli, File Transfer, Putty, Programming, SPSS, Matlab, Eclipse, Linux, WebSphere MQ, Leadership, Data Analysis, Team Leadership, Software Development, Time Management, VBA, Teamwork, PowerPlant, Maximo
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Energy Management
Bentley University 2007 — 2011
Bachelors, Mathematics, Management
Everbridge March 2015 - Present
EMC January 2014 - March 2015
EMC October 2012 - January 2014
EMC May 2012 - October 2012
Boston Celtics December 2011 - May 2012
Correlsense June 2011 - May 2012
Bentley University September 2009 - December 2011
New York Life Insurance Company January 2011 - September 2011
Hudson Public Schools May 2009 - June 2011
The Kraft Group December 2010 - May 2011
Skills
Social Media, Salesforce.com, Marketing, Advertising, Blogging, Marketing Communications, Sales, Marketing Strategy, Training, Management, Cross-functional Team..., PowerPoint, Coaching, Recruiting, Microsoft Excel, Customer Service, Time Management, Leadership
Education
Bentley University 2009 — 2012
Major in Marketing, Double Minor in Politics and IDCC
Hudson High School
Hudson High School
Hudson High School
Hudson High School
University of Connecticut
Filing and Storage of Mississippi, LLC January 2011 - Present
Barefield Workplace Solutions July 2008 - January 2011
New York Life Insurance Company September 2007 - July 2008
Mississippi Filing Systems May 2002 - September 2007
Associated Office Systems September 2000 - May 2002
Skills
Document Management, Filing Systems, Storage Solutions, AutoCad, Space Planning, Records Management, Storage Software, RFID, Material Handling, Custom Filing Supplies, Government Contracting, Archives, Document Imaging, Digital Microfilm..., Weapons Storage, Record Labels, Mezzanine, Label Design, Digital Imaging, Scanners, Barcode Scanning, Furniture, Product Specification, Design Specifications, Warehouse Layout, Custom Folder Print, Government Contracts, Folders, Filing, Microfilm, Trade Shows, AutoCAD, Sales, Warehousing, Selling, B2B, Space planning, Solution Selling, RFID+, Direct Sales, Management, Government Procurement, Sales Process, Sales Presentations, Salesforce.com, Storage Virtualization, Barcode, Account Management, Contract Negotiation, Customer Service
Education
Belhaven College
BBA, Business Administration w/Marketing Emphasis
Hinds Community College 1984 — 1986
AA, Business
NWR 1981 — 1984
New York Life Insurance Company May 2015 - Present
Columbia Law School July 2014 - August 2014
Smithers Thornton & Ume-Nwagbo, LLC. June 2014 - June 2014
Proskauer Rose LLP June 2013 - November 2013
Astonish Media Group, LLC January 2013 - June 2013
Columbia Law School September 2012 - May 2013
ACLU May 2012 - August 2012
East Harlem Business Capital Corporation January 2012 - August 2012
Columbia University General Counsel March 2011 - August 2011
Skills
Writing, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Work Ethic, Leadership, Teamwork, Communication, Social Networking, Nonprofits, ViDesktop, Outlook
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2017
Doctor of Law (J.D.)
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), African-American/Black Studies
Northview High School 2006 — 2009
Reynders, McVeigh Capital Management, LLC. July 2012 - Present
Preston Marketing Concepts February 2012 - January 2013
New York Life Insurance Company September 2011 - July 2012
Westfield Bank May 2011 - January 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance
Copenhagen Business School 2010 — 2010
New York Life Insurance Company August 2012 - Present
Shop Online New England May 2011 - August 2012
New England College of Business and Finance June 2009 - May 2011
University of Phoenix July 2006 - July 2009
New Fed Mortgage March 2004 - June 2005
Blue Cross Blue Shield of Massachusetts May 1991 - May 2004
Skills
Strategic Leadership, Project Planning &..., Budgeting and Forecastng, Benchmarking, Data Analysis, Process Improvement, Negotiation, Team Building, Cross-functional Team..., Regulatory Requirements, Systems Conversions, Vendor Relations, Public Relations, Financial Analysis, Financial Risk..., Program Management, Sales, Project Management
Education
New England College of Business 2010 — 2012
Master's of Science, Finance
University of Phoenix 2006 — 2008
Master's of Science, Business Administration
Eastern Nazarene College 2001 — 2006
BSBA, Business Administration
Bentley University 1990 — 1992
Accounting
Malden Catholic H.S. 1986 — 1990
Amazon Robotics December 2014 - Present
Thermo Fisher Scientific March 2013 - November 2014
Back Bay Staffing Group December 2012 - March 2013
New York Life Insurance Company May 2012 - October 2012
Skills
Recruiting, Knowledge Management, Software Project..., Microsoft Office, Social Media Marketing, Salesforce.com, JIRA, Microsoft Excel, Marketing Communications, Confluence, PowerPoint, Customer Service, Research, SEO, Outlook, SharePoint, WordPress, Time Management, Leadership, Communication, Lotus Notes, Creative Writing, Photoshop, Corporate Communications, Project Management, Adobe Professional, AED, Red Cross Certified
Education
Bentley University 2009 — 2013
Bachelor of Science, Marketing
Ursuline Academy 2005 — 2009
New York Life Insurance Company May 2015 - August 2015
New York Life Insurance Company May 2014 - August 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Social Media, Outlook, Leadership, Public Speaking, Social Networking, Financial Analysis, Morningstar
Education
Bentley University 2012 — 2016
Finance, Senior
Epsilon June 2014 - Present
Zoom Technical Services, Inc. May 2013 - April 2014
New York Life Insurance Company December 2012 - May 2013
Commonwealth Valuation Group May 2011 - May 2013
MAPASS, Inc. September 2008 - August 2011
Skills
Leadership, Research, Time Management, Customer Satisfaction, Microsoft Excel, Microsoft Office, PowerPoint, Recruiting, Customer Service, Facebook, Social Media, Outlook, Sourcing, Microsoft Word, Human Resources, New Hire Orientations
Education
Bentley University 2012 — 2014
Bachelor's Degree, Management; Global Perspectives
Sacred Heart University 2010 — 2012
Bachelor of Science, Business Administration and Management, General
Rocket Software June 2015 - Present
Bentley University May 2012 - Present
Life Time Fitness May 2013 - May 2015
New York Life Insurance Company July 2014 - August 2014
Prestonwood Country Club July 2011 - August 2012
Skills
Leadership, Communication, Time Management, Organization, Teamwork, Microsoft Office, Social Media, Research, Customer Service, Social Networking, Fundraising, Reliability, Marketing, Spanish, Volunteering, Salesforce.com, Account Research
Education
Bentley University 2012 — 2016
Bachelor's Degree, Marketing
Steward Health Care August 2015 - Present
Comverse September 2014 - February 2015
New York Life Insurance Company September 2013 - December 2013
Clean Home US July 2007 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Morningstar, Marketing, Social Networking, Time Management
Education
Bentley University 2013 — 2015
Finance
Bunker Hill Community College 2011 — 2013
Associate's degree in Business
Kobie Marketing June 2013 - Present
New York Life Insurance Company 2003 - April 2013
New York Life Insurance Company 2000 - 2003
New York Life Insurance Company 1998 - 2000
Market Solutions, Inc 1995 - 1998
Scudder Investments 1986 - 1995
University Seminar Center 1984 - 1986
Skills
Direct Marketing, Customer Acquisition, Strategic Planning, Direct Mail, Marketing Strategy, Database Marketing, Process Improvement, Vendor Management, Business Strategy, Program Management, Business Analysis, Change Management, Marketing, Marketing Management, Strategy, B2B
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Marketing, Organizational Development
St. Lawrence University
BA, Government, Sociology
New York Life Insurance Company August 2013 - Present
New York Life Insurance Company February 2011 - October 2013
New York Life Insurance Company November 2009 - February 2011
TIAA-CREF July 2007 - November 2009
Wachovia May 2002 - June 2007
Unisys 1999 - 2002
Skills
Business Analysis, Program Management, Customer Relations, Consultancy, Project Portfolio..., Software Project..., Full SDLC, Software Quality..., Technology Strategy..., Technical Writing, Technical Management, Business Relationship..., Technology Product..., Project Management, User Acceptance Testing, Management, Project Planning, Leadership, Systems Analysis, Customer Service, Resource Management, Cross-functional Team..., Technology Management, IT Management, Analysis, Business Strategy, Requirements Analysis, Consulting, Process Improvement, Business Process..., SharePoint, PMO, IT Strategy, Business Process, Change Management, Portfolio Management, Governance, Financial Services, Information Technology, Agile Methodologies, Strategy, Integration, Team Building, Software Implementation, Waterfall, Management Consulting, SDLC, PMP, Project Delivery, Testing
Education
Benedictine University 2010 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Western Carolina University 2004 — 2006
MPM, Project Management
University of North Carolina at Charlotte 2001 — 2006
MA, English
Southern Connecticut State University 1993 — 1998
BA, English
New York Life Insurance Company April 2013 - Present
U.S. Cellular January 2009 - January 2010
Third Millennium Trading November 2004 - August 2009
PAX Clearing Corporation 1999 - 2004
Skills
Securities, Change Management, Trading Systems, Equity Derivatives, Microsoft Office, Windows Server, Equities, Market Data, Options, Routers, Trading, Windows, Technical Support, Security, Networking, Troubleshooting, Microsoft SQL Server, Software Documentation, Linux, Blackberry, Disaster Recovery, IP, Help Desk Support, Electronic Trading, Customer Service, Data Analysis, E-commerce, Leadership, Microsoft Excel, Software Development, Social Media, Team Leadership, Telecommunications
Education
Benedictine University
College of DuPage
Downers Grove North
Downers Grove North
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company August 2014 - Present
Eaton Vance August 2012 - August 2014
PwC August 2007 - August 2012
Skills
Insurance, Retirement Planning, College Education..., Financial Services, Retirement, Risk Management, Estate Planning, Small Business, Strategic Planning, Wealth Preservation..., Variable Annuities, Education Funding..., Whole Life Insurance, Fixed Annuities, Wealth Transfer..., Annuity Sales, Investments, 401(k) Rollovers
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MSA, Accounting
Colby College 2002 — 2006
Bachelor of Arts (B.A.)
Buckingham Brown & Nichols
New York Life Insurance Company October 2013 - Present
Capital One December 2005 - October 2013
Capital One Auto Finance March 2001 - December 2005
Skills
Strategic Planning, Customer Experience, Customer Service, Leadership, Operations Management, Call Centers, Team Building, Team Leadership, Teamwork, Operational Risk, Analysis, Business Strategy, Sales Operations, Operational Excellence, Capacity Planning, Customer Satisfaction, Customer Retention, Customer Support, Call Center..., Sales Management, Sales Process, Competitive Analysis, Project Management, Project Delivery, P&L Management, Strategy, Risk Management, Forecasting, Change Management, Management, Financial Services, Relationship Management, Credit Cards, Training, Mergers, CRM, Process Improvement, Banking, Cross-functional Team..., Loans, Sales, Program Management, Vendor Management
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, Finance and Financial Analysis
Baylor University - Hankamer School of Business 1991 — 1996
BBA, Finance, General
WellCare Health Plans May 2014 - Present
WellCare Health Plans 2014 - 2015
MarineMax May 2006 - May 2013
MarineMax 2005 - July 2006
New York Life Insurance Company 2004 - 2005
Eckerd Corporation 1999 - 2004
Skills
Certified Public..., Accounting, Analysis, Budgets, CPA, Competitive Analysis, Forecasting, Leadership, Logistics, Marketing, Financial Analysis, Marketing Strategy, Negotiation, New Business Development, Pricing, Process Improvement, Program Management, Retail, Sales, Social Networking, Strategic Financial..., Strategic Planning, Strategy, Finance, Contract Negotiation, Inventory Management, Employee Benefits, Employee Relations
Education
Benedictine University 1981 — 1984
Bachelor of Arts in Accounting
Fidelity Investments September 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Fidelity Investments July 2000 - December 2011
Fidelity Investments March 1997 - July 2000
Fidelity Investments April 1995 - March 1997
Fidelity Investments June 1992 - April 1995
Skills
Mutual Funds, Series 7, Investments, Series 63, Fixed Income, Securities, Alternative Investments, Equities, Asset Allocation, Retirement Planning, Financial Services, Relationship Management, Retirement
Education
Bentley University 1987 — 1991
Bachelor, Marketing
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company August 2014 - February 2015
American Marketing & Publishing, LLC August 2013 - March 2014
Macy's October 1987 - August 2013
Skills
Life & Health Insurance..., Annuity Sales, Investments, 401k Rollovers, Financial Services, Long Term Care Insurance, Customer Service, Store Management, Inventory Management, Visual Merchandising, Fashion, Retail, Merchandising
Education
Benedictine University 1983 — 1987
Business, Management, Marketing, and Related Support Services
Naperville North High School 1976 — 1980
The MED Group November 2001 - July 2013
New York Life Insurance Company 2000 - 2001
Skills
Strategic Planning, Marketing Strategy, Competitive Intelligence, Healthcare, Managed Care, Sales Force Development, Medical Devices, Process Improvement, Market Development, Sales Management, Cross-functional Team..., Business Strategy
Education
Baylor University - Hankamer School of Business 1978 — 1982
B.B.A., Management/Marketing
New York Life Insurance Company November 2009 - Present
Skills
Insurance, Financial Analysis, Finance, Credit, Banking, Credit Risk, Access, Data Analysis, Outlook, Process Improvement, Analysis, Portfolio Management, Life Insurance, Investments, Leadership, Management, Time Management, Mutual Funds, Financial Services, Risk Management
Education
Bellevue University 2006 — 2008
MBA, Finance
University of Nebraska-Lincoln 1998 — 2003
BS, Biochemistry
MassMutual Financial Group May 2013 - Present
New York Life Insurance Company September 2012 - April 2013
CBS Radio 2010 - 2012
Skills
Retirement, Insurance, Disability Insurance, Employee Benefits, Financial Services
Education
Benedict College
Computer Science
Rue La La August 2015 - Present
McGladrey November 2011 - July 2015
PricewaterhouseCoopers LLP June 2011 - September 2011
New York Life Insurance Company May 2009 - May 2011
Alexander Aronson Finning CPAs June 2010 - August 2010
Education
Bentley University 2007 — 2011
Bachelor's degree, Corporate Finance and Accounting
New York Life Insurance Company January 2008 - January 2010
Education
Bellarmine University 1986 — 1990
B.A, Business
AvalonBay Communities April 2013 - Present
AvalonBay Communities November 2011 - April 2013
AvalonBay Communities July 2010 - October 2011
New York Life Insurance Company February 2009 - May 2010
Gordon Moving and Storage May 2001 - February 2009
Skills
Customer Service, Management, Selling, Team Building, Financial Analysis, Sales, Real Estate, Marketing, Negotiation, Leadership
Education
Southern New Hampshire University 2012 — 2015
MBA
Bentley University 1997 — 2001
BS, Business Communications
New York Life Insurance Company September 2011 - Present
Dell July 2007 - April 2010
Make Technologies, a Dell Company July 2007 - April 2010
Skills
Solution Selling, Salesforce.com, Account Management, Direct Sales, Sales Process, Sales Management, Sales, Lead Generation, Managed Services, New Business Development
Education
Belmont University 2006 — 2007
Bachelor, Business Management
Father Ryan High School 1993 — 1997
New York Life Insurance Company October 2009 - Present
MetLife May 2002 - October 2009
Skills
Leadership, Coaching, Leadership Development, Financial Recruiting, Training, Recruiting, Sales, Fixed Annuities, Retirement Planning, Insurance, Management, Microsoft Office, Business, 401k, Customer Service, Financial Analysis, Portfolio Management, Health Insurance, Financial Advisory, Entrepreneurship, Underwriting
Education
Ben Gurion University 1997 — 2000
Master's degree, Public Administration and Management
Ben Gurion University 1993 — 1997
Bachelor's degree, Economics
UCLA 1988 — 1990
Economics
New York Life Insurance Company September 2009 - Present
Skills
Retirement Planning, Education Funding, Family Protection, Long Term Care Insurance, Health Insurance, Retirement, Fixed Annuities, Life Insurance, Wealth Accumulation, Financial Planners, IRAs, College Savings Plans, 401k Rollovers, Variable Annuities, Roth IRA, 401k
Education
City University of Seattle 2003 — 2006
MBA
Bellevue College 2007 — 2008
AA, Accounting
New York Life Insurance Company March 2010 - August 2010
Education
Bentley University 2006 — 2010
Economics-Finance
New York Life Insurance Company 2011 - Present
V Group Dental Management 2007 - Present
Northwestern Mutual May 2010 - May 2011
U.S. Army 2002 - 2006
Education
Benedictine University
Downers grove north
Bentley University September 2010 - Present
Acme Bookbinding Company June 2006 - Present
New York Life Insurance Company April 2011 - August 2011
Providence College August 2009 - December 2009
Skills
Analytic Thinking, Problem Solving, Superior Work Ethic, Self-driven, Close Attention to..., Organization, Microsoft Excel, Member of AICPA, Microsoft Office, Apple OS, Research, SAP, Customer Service
Education
Bentley University 2010 — 2014
BS-MS
Providence College 2009 — 2010
Central Catholic High School 2005 — 2009
Harvest Wealth Management July 2014 - Present
New York Life Insurance Company June 2013 - July 2014
Morgan Stanley May 2012 - May 2013
Bentley University September 2010 - May 2013
Harvest Wealth Management January 2012 - May 2012
ING Financial Partners May 2011 - September 2011
Gap Inc./Old Navy May 2010 - January 2011
Tenacity Inc. July 2008 - September 2009
New Minuteman Mortgage Co. LLC February 2005 - September 2009
Skills
Accounting, Access, Economics, Research, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Outlook, Microsoft Word, Financial Analysis, Social Media, Facebook, SPSS, Data Analysis, Event Planning, Argus Modeling, Bloomberg, Finance, Bloomberg Terminal, Mutual Funds, Strategic Financial..., Financial Planning
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance & Accounting
Global Economics Group September 2014 - Present
Dana-Farber Cancer Institute February 2014 - May 2014
Northwestern Mutual February 2014 - May 2014
Bentley University January 2013 - December 2013
Alpha Phi December 2012 - December 2013
Annisquam Yacht Club June 2008 - August 2013
New York Life Insurance Company March 2013 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Social Media, SPSS, Facebook, Marketing, Social Media Marketing, Social Networking, Data Analysis, Market Research, Leadership, Analysis, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Bond University 2012 — 2012
Exeter High School Class of 2010 2006 — 2010
Southeast Community College October 2009 - Present
Allstate Financial Services, LLC June 2003 - Present
Allstate Financial Services, LLC June 2008 - October 2011
New York Life Insurance Company May 2001 - May 2003
Skills
Financial Services, Insurance, Securities, Risk Management, Fixed Annuities, IRAs, Life Insurance, Customer Service, Series 7, Retirement Planning, Retirement, Estate Planning, Mutual Funds, Public Speaking, Series 63, Series 65, Series 24, Broker-Dealer Operations, Training, Long-term Care, Finance, Term Life Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, Marketing Strategy, Project Management
Education
Bellevue University 2005 — 2008
Masters in Business Administration, Emphasis in Finance
University of Nebraska-Lincoln 1991 — 2000
Bachelor of Science (BS), Biology, General
University of Nebraska-Lincoln 1991 — 2000
Bachelor of Arts (B.A.), French Language and Literature
New York Life Insurance Company 2002 - 2011
Skills
Customer Service, Financial Services, Leadership, Strategic Planning, Marketing, Insurance, Sales, Research, Mutual Funds, Employee Benefits
Education
Bentley University 1981 — 1985
Bachelor of Science (B.S.)
Aerotek July 2014 - Present
New York Life Insurance Company September 2013 - July 2014
New York City Economic Development Corporation August 2013 - September 2013
Signature Bank, N.A. July 2013 - August 2013
WSBU 88.3 FM February 2012 - May 2013
Cattaraugus Region Community Foundation November 2012 - April 2013
Skills
Fluent in Spanish, Microsoft Office, Customer Service, Teamwork, Social Media, Organization, People-oriented, Management, Recruiting, Prezi, Group Leadership, Interviews, Sales, Public Speaking, Lotus Notes, Budgets, Program Management, Networking, Staffing Services, Microsoft Word, PowerPoint, Social Networking, Microsoft Excel
Education
Saint Bonaventure University 2009 — 2013
Bachelor's Degree, Business Management
Beijing Institute of Technology 2013 — 2013
International Business
Reed Exhibitions April 2015 - Present
GigMasters.com, Inc. May 2013 - April 2015
GigMasters.com, Inc. May 2012 - January 2013
New York Life Insurance Company September 2011 - April 2012
Skills
Social Media, Market Research, Marketing, Microsoft Excel, Social Media Marketing, Facebook, Marketing Communications, Social Networking, Project Planning, Marketing Strategy, Event Planning, Advertising, PowerPoint, Email Marketing, Public Relations, Microsoft Office, Online Advertising, Blogging, Event Management, Microsoft Word, Leadership
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Sacred Heart Academy 2005 — 2009
Parents and Teachers of Bartlett 2013 - Present
720Tech, LLC 2012 - 2014
KMC Transportation 2009 - 2012
Hallmark Services Corporation 2007 - 2009
New York Life Insurance Company 2000 - 2007
Skills
Logistics, Strategic Planning, Operations Management, Management, Customer Service, Transportation, Inventory Management
Education
Benedictine University
Organizational Leadership
College of DuPage
Associate of Arts (A.A.)
Glenbard East
C3 Presents August 2013 - Present
New York Life Insurance Company August 2008 - August 2013
Skills
Claim, Insurance
Education
Baylor University - Hankamer School of Business 2003 — 2008
Bachelor of Business Administration (BBA), Risk Management & Insurance, Media Business
New York Life Insurance Company January 2014 - Present
Aetna June 2009 - 2013
United Behavioral Health June 2007 - June 2009
Skills
Operations Management, Healthcare Management, Mental Health, Claims Management, Issue Resolution, Systems Analysis, Process Improvement, Six Sigma
Education
Bemidji State University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Orr High School 1985 — 1998