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
Christi Dreier Christi Dreier's New York Life Insurance Company Experience February 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2013 - Present
Skills
Real Estate Professional, Real Estate, Teaching, Customer Service, Leadership, Public Speaking
Education
University of Houston 1993 — 1995
Bachelor of Science (BS)
New York Life Insurance Company February 2013 - Present
Skills
Real Estate Professional, Real Estate, Teaching, Customer Service, Leadership, Public Speaking
Education
University of Houston 1993 — 1995
Bachelor of Science (BS)
Ann T. Lam's New York Life Insurance Company Experience February 2014 - Present
Job Agent with New York Life specializing in retirement & college planning, insurance protection and business planning.
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
NOEVIR U.S.A., INC. March 2010 - February 2014
Citi October 2006 - January 2013
Star Furniture March 2003 - October 2006
Skills
Sales, Account Management, Customer Satisfaction, Small Business, Leadership, Communication, Asset Protection, Legacy Planning, Building Relationships, Business Networking, Creative Problem Solving, 401k Rollovers, Business Insurance..., Annunity Sales, Personal Finance, Public Speaking, New Business Development, Strategic Planning, Licensed Life Insurance..., Protection..., Annuity Sales, Estate Planning, Wealth Preservation..., Retirement Planning, Time Management, Life Insurance, Relationship Management
Education
University of Houston, C.T. Bauer College of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing & Management
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
New York Life Insurance Company February 2014 - Present
NOEVIR U.S.A., INC. March 2010 - February 2014
Citi October 2006 - January 2013
Star Furniture March 2003 - October 2006
Skills
Sales, Account Management, Customer Satisfaction, Small Business, Leadership, Communication, Asset Protection, Legacy Planning, Building Relationships, Business Networking, Creative Problem Solving, 401k Rollovers, Business Insurance..., Annunity Sales, Personal Finance, Public Speaking, New Business Development, Strategic Planning, Licensed Life Insurance..., Protection..., Annuity Sales, Estate Planning, Wealth Preservation..., Retirement Planning, Time Management, Life Insurance, Relationship Management
Education
University of Houston, C.T. Bauer College of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Marketing & Management
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management
Angie Kyle Angie Kyle's New York Life Insurance Company Experience July 2013 - Present
Job Senior Principal at TMK Capital Group, Inc.
Industry Capital Markets
Experience
TMK Capital Group, Inc. May 2014 - Present
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company June 2012 - June 2013
New York Life Insurance Company January 2011 - December 2011
New York Life Insurance Company July 2009 - December 2010
TIAA-CREF April 2004 - June 2009
TIAA-CREF March 2005 - October 2006
TIAA-CREF April 2004 - February 2005
Bank of America 2000 - 2004
Wachovia, A Wells Fargo Company 1995 - 2000
Skills
Retirement, Fixed Annuities, Pensions, Marketing Management, Product Management, Wealth Management..., Marketing, Financial Services, Series 7, Mutual Funds, Series 63, Investments, Leadership, Strategy, Marketing Strategy, Insurance, Asset Managment, Retirement Planning, Wealth Management, Management, Portfolio Management, Strategic Financial..., IRAs, Sales, Life Insurance, Marketing Communications, Brand Management, Sales Operations, Asset Management, Finance
Education
University of Houston
BBA, Marketing
TMK Capital Group, Inc. May 2014 - Present
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company June 2012 - June 2013
New York Life Insurance Company January 2011 - December 2011
New York Life Insurance Company July 2009 - December 2010
TIAA-CREF April 2004 - June 2009
TIAA-CREF March 2005 - October 2006
TIAA-CREF April 2004 - February 2005
Bank of America 2000 - 2004
Wachovia, A Wells Fargo Company 1995 - 2000
Skills
Retirement, Fixed Annuities, Pensions, Marketing Management, Product Management, Wealth Management..., Marketing, Financial Services, Series 7, Mutual Funds, Series 63, Investments, Leadership, Strategy, Marketing Strategy, Insurance, Asset Managment, Retirement Planning, Wealth Management, Management, Portfolio Management, Strategic Financial..., IRAs, Sales, Life Insurance, Marketing Communications, Brand Management, Sales Operations, Asset Management, Finance
Education
University of Houston
BBA, Marketing
Raquel Faith Baldwin's New York Life Insurance Company Experience August 2010 - January 2012
Job Eyelash technician and registered Aesthetician at LadyLash
Industry Financial Services
Experience
LadyLash July 2008 - Present
Insight Medical Genetics January 2012 - May 2013
Financial service Professional August 2010 - October 2012
New York Life Insurance Company August 2010 - January 2012
American Laser Centers 2006 - 2007
Skills
Event Planning, Marketing Strategy, Sales Management, Social Networking, Social Media Marketing, Social Media, Strategic Planning
Education
University of Illinois at Chicago 2003 — 2007
Psych
University of Illinois at Chicago 2003 — 2006
Psych
LadyLash July 2008 - Present
Insight Medical Genetics January 2012 - May 2013
Financial service Professional August 2010 - October 2012
New York Life Insurance Company August 2010 - January 2012
American Laser Centers 2006 - 2007
Skills
Event Planning, Marketing Strategy, Sales Management, Social Networking, Social Media Marketing, Social Media, Strategic Planning
Education
University of Illinois at Chicago 2003 — 2007
Psych
University of Illinois at Chicago 2003 — 2006
Psych
Tawfiq, Hasan Tawfiq, Hasan's New York Life Insurance Company Experience September 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2010 - Present
Brightpoint NA August 2008 - January 2010
Key Comm International January 2005 - August 2008
Transtech Merchant Group February 2004 - January 2005
Wireless Link August 2003 - February 2004
ICT Consultants April 2001 - May 2003
Skills
Contract Negotiations, Operation, New Business Development, Retail, Promotions, Pricing, Small Business, Logistics, Cold Calling, Account Management, Customer Relations, Forecasting, Customer Service, Business Development, Contract Negotiation, Sales Management, CRM, Team Leadership, Training, Budgets, Business Planning, Team Building, Program Management, Management, Strategy, Strategic Planning, Insurance, Direct Sales, Sales Operations, Marketing, Customer Retention, Event Management, Customer Satisfaction, Sales Process, Selling, B2B, Executive Management, Leadership, Sales
Education
University of Houston 1993 — 1996
New York Life Insurance Company September 2010 - Present
Brightpoint NA August 2008 - January 2010
Key Comm International January 2005 - August 2008
Transtech Merchant Group February 2004 - January 2005
Wireless Link August 2003 - February 2004
ICT Consultants April 2001 - May 2003
Skills
Contract Negotiations, Operation, New Business Development, Retail, Promotions, Pricing, Small Business, Logistics, Cold Calling, Account Management, Customer Relations, Forecasting, Customer Service, Business Development, Contract Negotiation, Sales Management, CRM, Team Leadership, Training, Budgets, Business Planning, Team Building, Program Management, Management, Strategy, Strategic Planning, Insurance, Direct Sales, Sales Operations, Marketing, Customer Retention, Event Management, Customer Satisfaction, Sales Process, Selling, B2B, Executive Management, Leadership, Sales
Education
University of Houston 1993 — 1996
Philip Cavan's New York Life Insurance Company Experience April 2006 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2006 - Present
AIG/VALIC 2003 - 2004
Linsco/Private Ledger 2000 - 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Sales Management, Financial Analysis, Strategic Planning, Process Improvement, New Business Development, Sales, Business Planning, Call Center, Business Strategy, Team Building, Team Leadership, Asset Managment, Customer Service, Forecasting, Direct Sales, Leadership, Management, Budgets, Finance, Strategy, Selling, Coaching, Investments, Call Centers, Financial Services, Risk Management, Relationship Management, Wealth Management, Life Insurance, Executive Management, Employee Benefits, Training
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA
University of Massachusetts, Amherst 1980 — 2006
BA, Business Studies
New York Life Insurance Company April 2006 - Present
AIG/VALIC 2003 - 2004
Linsco/Private Ledger 2000 - 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Series 63, Sales Management, Financial Analysis, Strategic Planning, Process Improvement, New Business Development, Sales, Business Planning, Call Center, Business Strategy, Team Building, Team Leadership, Asset Managment, Customer Service, Forecasting, Direct Sales, Leadership, Management, Budgets, Finance, Strategy, Selling, Coaching, Investments, Call Centers, Financial Services, Risk Management, Relationship Management, Wealth Management, Life Insurance, Executive Management, Employee Benefits, Training
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA
University of Massachusetts, Amherst 1980 — 2006
BA, Business Studies
Ethan Davenport's New York Life Insurance Company Experience 2013 - 2013
Job Southwest Region Sales Representative
Industry Packaging and Containers
Experience
BASCO, Inc January 2015 - Present
Goldstein Insurance Services 2013 - December 2014
New York Life Insurance Company 2013 - 2013
Skills
Long-term Care, Life Insurance, Small Business, Health Insurance, Hardwork, Determination to Succeed, Employee Benefits, Logical Thinker, Group Benefits, Self-motivated..., Disability Insurance, Individual Health..., Passionate about work, Independent Thinking, Adaptable to Changes, Term Life Insurance, Superior Work Ethic, Dedication to..., Charitable Gift Planning, Insurance, Dedication to work, Individual Life, Long Term Care Insurance, Positive Personality, Critical Thinking, Building Relationships, Health Savings Accounts, Critical Illness, Accident, Key Person Insurance, Buy-sell Agreements, Universal Life, Whole Life, Licensed Life & Health..., 401k, Life & Health Insurance..., Key Person Protection, Hand Tools, Relationship Building
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), Interdepartmental Studies - Recreation Management, Entrepreneurship
University of Iowa 2008 — 2012
Certificate of Entrepreneurial Managment, Entrepreneurship/Entrepreneurial Studies
BASCO, Inc January 2015 - Present
Goldstein Insurance Services 2013 - December 2014
New York Life Insurance Company 2013 - 2013
Skills
Long-term Care, Life Insurance, Small Business, Health Insurance, Hardwork, Determination to Succeed, Employee Benefits, Logical Thinker, Group Benefits, Self-motivated..., Disability Insurance, Individual Health..., Passionate about work, Independent Thinking, Adaptable to Changes, Term Life Insurance, Superior Work Ethic, Dedication to..., Charitable Gift Planning, Insurance, Dedication to work, Individual Life, Long Term Care Insurance, Positive Personality, Critical Thinking, Building Relationships, Health Savings Accounts, Critical Illness, Accident, Key Person Insurance, Buy-sell Agreements, Universal Life, Whole Life, Licensed Life & Health..., 401k, Life & Health Insurance..., Key Person Protection, Hand Tools, Relationship Building
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), Interdepartmental Studies - Recreation Management, Entrepreneurship
University of Iowa 2008 — 2012
Certificate of Entrepreneurial Managment, Entrepreneurship/Entrepreneurial Studies
Na Li, MCNE's New York Life Insurance Company Experience January 2005 - January 2006
Job Commercial Real Estate Advisor at Evergreen Commercial Realty
Industry Real Estate
Experience
Evergreen Commercial Realty January 2015 - Present
Bag Republic International January 2006 - Present
Keller WIlliams The Metropolitan May 2014 - January 2015
NAAAP Houston January 2005 - May 2008
New York Life Insurance Company January 2005 - January 2006
J & L International Inc. January 2002 - December 2004
The Limited January 2001 - December 2001
Skills
Real Estate, Real Estate Transactions, Sales, Small Business, Investment Properties, Marketing, Life Insurance, Sales Management, Entrepreneurship, Tenant Representation, Buy-Sell, Real Estate Negotiating, Referrals, Business Analysis, Public Speaking, Public Relations, Contract Negotiating, Seller Representation, Contract Negotiation, Negotiation
Education
University of Houston 1999 — 2003
Bachelor's degree, Computer Science Business Option
Evergreen Commercial Realty January 2015 - Present
Bag Republic International January 2006 - Present
Keller WIlliams The Metropolitan May 2014 - January 2015
NAAAP Houston January 2005 - May 2008
New York Life Insurance Company January 2005 - January 2006
J & L International Inc. January 2002 - December 2004
The Limited January 2001 - December 2001
Skills
Real Estate, Real Estate Transactions, Sales, Small Business, Investment Properties, Marketing, Life Insurance, Sales Management, Entrepreneurship, Tenant Representation, Buy-Sell, Real Estate Negotiating, Referrals, Business Analysis, Public Speaking, Public Relations, Contract Negotiating, Seller Representation, Contract Negotiation, Negotiation
Education
University of Houston 1999 — 2003
Bachelor's degree, Computer Science Business Option
Andrew Balmores Andrew Balmores's New York Life Insurance Company Experience January 2009 - December 2014
Job Manager, Financial Services at Prudential
Industry Financial Services
Experience
Prudential Advisors February 2015 - Present
Pacific Financial Group February 2015 - Present
New York Life Insurance Company January 2009 - December 2014
NYLIFE Securities LLC May 2005 - January 2009
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing Skills, Recruiting, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Securities, Sales, Retirement Planning, Retirement, Life Insurance, Leadership, Insurance, Fixed Annuities, Finance
Education
University of Hawaii at Manoa 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Prudential Advisors February 2015 - Present
Pacific Financial Group February 2015 - Present
New York Life Insurance Company January 2009 - December 2014
NYLIFE Securities LLC May 2005 - January 2009
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing Skills, Recruiting, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Securities, Sales, Retirement Planning, Retirement, Life Insurance, Leadership, Insurance, Fixed Annuities, Finance
Education
University of Hawaii at Manoa 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Timothy Lu Timothy Lu's New York Life Insurance Company Experience August 2013 - Present
Job Intern at New York Life Insurance Company
Industry Higher Education
Experience
New York Life Insurance Company August 2013 - Present
University of Hawaii August 2010 - Present
Starwood Hotels & Resorts Worldwide, Inc. April 2012 - March 2013
Skills
Finance, Research, Higher Education, Public Speaking, Teaching, Statistics, Matlab, PowerPoint, Microsoft Office, Science, Social Media, Data Analysis, Event Planning
Education
University of Hawaii at Manoa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
New York Life Insurance Company August 2013 - Present
University of Hawaii August 2010 - Present
Starwood Hotels & Resorts Worldwide, Inc. April 2012 - March 2013
Skills
Finance, Research, Higher Education, Public Speaking, Teaching, Statistics, Matlab, PowerPoint, Microsoft Office, Science, Social Media, Data Analysis, Event Planning
Education
University of Hawaii at Manoa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
Matt Bardsley Matt Bardsley's New York Life Insurance Company Experience May 2013 - September 2013
Job J.D. Candidate
Industry Legal Services
Experience
University of Idaho College of Law August 2015 - Present
Nevada State Bank November 2014 - June 2015
Moveline August 2014 - September 2014
Les Bois Credit Union December 2013 - June 2014
Angell's Renato May 2013 - December 2013
New York Life Insurance Company May 2013 - September 2013
On The Border May 2012 - June 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Leadership, Public Speaking, Team Leadership, Social Media, Time Management, Efficiency, Microsoft Excel, Marketing, Inventory Management, Social Networking, Facebook, Customer Satisfaction, Loans
Education
University of Idaho College of Law 2015 — 2018
Doctor of Law (J.D.), Law
Boise State University 2010 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
University of Idaho College of Law August 2015 - Present
Nevada State Bank November 2014 - June 2015
Moveline August 2014 - September 2014
Les Bois Credit Union December 2013 - June 2014
Angell's Renato May 2013 - December 2013
New York Life Insurance Company May 2013 - September 2013
On The Border May 2012 - June 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Leadership, Public Speaking, Team Leadership, Social Media, Time Management, Efficiency, Microsoft Excel, Marketing, Inventory Management, Social Networking, Facebook, Customer Satisfaction, Loans
Education
University of Idaho College of Law 2015 — 2018
Doctor of Law (J.D.), Law
Boise State University 2010 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
Hui (Sally) Zhang, LUTCF's New York Life Insurance Company Experience June 2002 - Present
Job Agent, New York Life Insurance Company at Greater Chicago Area
Industry Financial Services
Experience
New York Life Insurance Company June 2002 - Present
Greater Chicago Area June 2002 - Present
Skills
Finance, Analysis, Retirement, Insurance, Fixed Annuities, Retirement Planning, Access, Disability Insurance, Accounting, Life Insurance, 401(k) Rollovers, Education Funding..., Long-Term Care Insurance, LUTCF, Financial Services
Education
University of Georgia - Terry College of Business 1994 — 1997
Bachelors of Arts, Finance
New York Life Insurance Company June 2002 - Present
Greater Chicago Area June 2002 - Present
Skills
Finance, Analysis, Retirement, Insurance, Fixed Annuities, Retirement Planning, Access, Disability Insurance, Accounting, Life Insurance, 401(k) Rollovers, Education Funding..., Long-Term Care Insurance, LUTCF, Financial Services
Education
University of Georgia - Terry College of Business 1994 — 1997
Bachelors of Arts, Finance
Steve Findley's New York Life Insurance Company Experience 2012 - Present
Job Dedicated Financial Services Professional helping protect families and plan their financial future
Industry Financial Services
Experience
NYLIFE Securities LLC 2012 - Present
New York Life Insurance Company 2012 - Present
Education
University of Illinois at Urbana-Champaign
BA, Speech Communication
NYLIFE Securities LLC 2012 - Present
New York Life Insurance Company 2012 - Present
Education
University of Illinois at Urbana-Champaign
BA, Speech Communication
Lawrence J. Gianneschi's New York Life Insurance Company Experience January 1996 - January 1998
Job Technology and business visionary with executive and handson experience in all facets of legal industry automation
Industry Consumer Goods
Experience
Colgate Palmolive June 2008 - Present
International Legal Technology Association (ILTA) June 2005 - Present
Kennedy Covington March 2000 - May 2008
Bowne January 1998 - February 2000
New York Life Insurance Company January 1996 - January 1998
Winston & Strawn LLP January 1991 - January 1996
Winston & Strawn LLP January 1989 - January 1991
Skills
IT Management, Records Management, Change Management, Customer Service, Management, Negotiation, Integration, Process Improvement, IT Strategy, IT Leadership, Information Technology..., Strategic IT Management, IT Business Strategy, Vendor Management, Outsourcing Management, Project Management, Cloud Computing, Leadership, Windows Server, Budgets, SaaS, ITIL, Enterprise Content..., Strategy, Disaster Recovery, Training, Document Management
Education
UNIVERSITY OF ILLINOIS - Champaign 1975 — 1981
Bachelor of Science Degree, Music Education
University of Illinois at Urbana-Champaign 1975 — 1981
Bachelor of Science (B.S.), Music Teacher Education
Colgate Palmolive June 2008 - Present
International Legal Technology Association (ILTA) June 2005 - Present
Kennedy Covington March 2000 - May 2008
Bowne January 1998 - February 2000
New York Life Insurance Company January 1996 - January 1998
Winston & Strawn LLP January 1991 - January 1996
Winston & Strawn LLP January 1989 - January 1991
Skills
IT Management, Records Management, Change Management, Customer Service, Management, Negotiation, Integration, Process Improvement, IT Strategy, IT Leadership, Information Technology..., Strategic IT Management, IT Business Strategy, Vendor Management, Outsourcing Management, Project Management, Cloud Computing, Leadership, Windows Server, Budgets, SaaS, ITIL, Enterprise Content..., Strategy, Disaster Recovery, Training, Document Management
Education
UNIVERSITY OF ILLINOIS - Champaign 1975 — 1981
Bachelor of Science Degree, Music Education
University of Illinois at Urbana-Champaign 1975 — 1981
Bachelor of Science (B.S.), Music Teacher Education
Diane Pietrasik's New York Life Insurance Company Experience May 2009 - May 2011
Job
Industry Financial Services
Experience
New York Life Insurance Company May 2009 - May 2011
AmeriCorp Global Relocation January 2002 - June 2004
Acclivus June 1992 - October 2001
Xerox 1974 - 1979
Skills
Sales, Employee Benefits, Estate Planning, Business Planning, Risk Management, Community Outreach, Organizational..., Insurance, Financial Risk
Education
University of Illinois at Urbana-Champaign
Business
New York Life Insurance Company May 2009 - May 2011
AmeriCorp Global Relocation January 2002 - June 2004
Acclivus June 1992 - October 2001
Xerox 1974 - 1979
Skills
Sales, Employee Benefits, Estate Planning, Business Planning, Risk Management, Community Outreach, Organizational..., Insurance, Financial Risk
Education
University of Illinois at Urbana-Champaign
Business
Jerry Knoop's New York Life Insurance Company Experience 2011 - 2013
Job Regional President, Accelerent Indianapolis
Industry Marketing and Advertising
Experience
Exodus Refugee Immigration 2012 - 2013
Interchurch Food Pantry of Johnson County 2012 - 2013
NYLIFE Securities LLC 2011 - 2013
New York Life Insurance Company 2011 - 2013
American Water 2008 - 2011
Auto Outfitters July 2004 - January 2008
CIGMA (Vectren/Citizens Energy) December 1996 - October 2003
Citizens Energy Group March 1987 - December 1996
Skills
Strategic Financial..., Insurance, General Insurance, Strategic Planning, Employee Benefits, Investments, Leadership, Financial Analysis, Whole Life, Management, Process Improvement, Securities, Term Life Insurance, Risk Management, Business Development
Education
University of Indianapolis
MBA
University of Indianapolis
BA, AS, Business Management, Computer Science
Exodus Refugee Immigration 2012 - 2013
Interchurch Food Pantry of Johnson County 2012 - 2013
NYLIFE Securities LLC 2011 - 2013
New York Life Insurance Company 2011 - 2013
American Water 2008 - 2011
Auto Outfitters July 2004 - January 2008
CIGMA (Vectren/Citizens Energy) December 1996 - October 2003
Citizens Energy Group March 1987 - December 1996
Skills
Strategic Financial..., Insurance, General Insurance, Strategic Planning, Employee Benefits, Investments, Leadership, Financial Analysis, Whole Life, Management, Process Improvement, Securities, Term Life Insurance, Risk Management, Business Development
Education
University of Indianapolis
MBA
University of Indianapolis
BA, AS, Business Management, Computer Science
Rezai Tasleem Islam Rezai Tasleem Islam's New York Life Insurance Company Experience 2006 - 2007
Job Experienced Corporate Treasury Professional
Industry Financial Services
Experience
AbbVie February 2015 - Present
AbbVie February 2014 - February 2015
AbbVie April 2013 - February 2014
Discover Financial Services June 2012 - April 2013
BMO Capital Markets March 2008 - June 2012
Morningstar 2007 - 2007
New York Life Insurance Company 2006 - 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Treasury Management, Securities, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Treasury, Risk Management, Cash Flow, Investment Management, Mutual Funds, Commercial Banking, Asset Managment, Fixed Income, Equities, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Trading, Liquidity Management, Capital Structure, Loans, Asset Management, Business Development, Business Analytics, Foreign Exchange Risk..., Liquidity Solutions, Treasury Services, Working Capital..., Capital Advisory, Capital Adequacy, Foreign Exchange..., FX Hedging, Foreign Exchange, FX Trading, FX Swaps, FX Derivatives, Intercompany..., SAP ERP
Education
University of Illinois 2003 — 2007
Bachelors Of Science, Finance
Investment Banking Institute 2008 — 2008
Intensive 4-week financial modeling and valuation training program
AbbVie February 2015 - Present
AbbVie February 2014 - February 2015
AbbVie April 2013 - February 2014
Discover Financial Services June 2012 - April 2013
BMO Capital Markets March 2008 - June 2012
Morningstar 2007 - 2007
New York Life Insurance Company 2006 - 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Treasury Management, Securities, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Treasury, Risk Management, Cash Flow, Investment Management, Mutual Funds, Commercial Banking, Asset Managment, Fixed Income, Equities, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Trading, Liquidity Management, Capital Structure, Loans, Asset Management, Business Development, Business Analytics, Foreign Exchange Risk..., Liquidity Solutions, Treasury Services, Working Capital..., Capital Advisory, Capital Adequacy, Foreign Exchange..., FX Hedging, Foreign Exchange, FX Trading, FX Swaps, FX Derivatives, Intercompany..., SAP ERP
Education
University of Illinois 2003 — 2007
Bachelors Of Science, Finance
Investment Banking Institute 2008 — 2008
Intensive 4-week financial modeling and valuation training program
George A. Pirrone's New York Life Insurance Company Experience 2009 - Present
Job Principal at Bethel Financial Group L.L.C.
Industry Financial Services
Experience
Bethel Financial Group L.L.C. April 2015 - Present
New York Life Insurance Company 2009 - Present
GP securities Corporation 1988 - 2004
Skills
Insurance, Investments, Small Business, Fixed Annuities, Bonds, Long Term Care Insurance, Strategic Planning, Customer Service, Long-term Care, IRAs, Financial Analysis, Risk Management, Retirement Planning, Life Insurance, Estate Planning, Term Life Insurance, Retirement, Health Insurance, Trading, Disability Insurance, 401k Rollovers, Sales, Financial Planners, Series 7, Financial Planning
Education
University of Hartford 1984 — 1988
Economics, Finance, Marketing
University of Hartford 1984 — 1988
Bethel Financial Group L.L.C. April 2015 - Present
New York Life Insurance Company 2009 - Present
GP securities Corporation 1988 - 2004
Skills
Insurance, Investments, Small Business, Fixed Annuities, Bonds, Long Term Care Insurance, Strategic Planning, Customer Service, Long-term Care, IRAs, Financial Analysis, Risk Management, Retirement Planning, Life Insurance, Estate Planning, Term Life Insurance, Retirement, Health Insurance, Trading, Disability Insurance, 401k Rollovers, Sales, Financial Planners, Series 7, Financial Planning
Education
University of Hartford 1984 — 1988
Economics, Finance, Marketing
University of Hartford 1984 — 1988
Paulo Justiniano's New York Life Insurance Company Experience May 2013 - August 2013
Job Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
New York Life Insurance Company May 2013 - August 2013
English Language Institute October 2012 - December 2012
U.S. House of Representatives May 2012 - August 2012
Skills
Microsoft Excel, VBA, Finance, Microsoft Word, Economics, Risk Management, Technology Risk, SharePoint, Research, Time Management, Learning Management..., InDesign, Business Process Mapping, Adobe Creative Suite, Project Management, Process Automation, Organizational..., PowerPoint, Streamlining Operations
Education
University of Florida 2010 — 2014
Bachelor's degree, Economics. Business.
JPMorgan Chase & Co. August 2014 - Present
New York Life Insurance Company May 2013 - August 2013
English Language Institute October 2012 - December 2012
U.S. House of Representatives May 2012 - August 2012
Skills
Microsoft Excel, VBA, Finance, Microsoft Word, Economics, Risk Management, Technology Risk, SharePoint, Research, Time Management, Learning Management..., InDesign, Business Process Mapping, Adobe Creative Suite, Project Management, Process Automation, Organizational..., PowerPoint, Streamlining Operations
Education
University of Florida 2010 — 2014
Bachelor's degree, Economics. Business.
John Maroulis, MBA John Maroulis, MBA's New York Life Insurance Company Experience January 2009 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Bank of America January 1998 - January 2009
Skills
Investments, Portfolio Management, Finance, Banking, Financial Services, Retirement, Life Insurance, Project Planning, Investment Properties, Time Management, Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Securities, Estate Planning, Fixed Annuities, Insurance, Financial Analysis
Education
University of Phoenix 2010 — 2013
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Houston 1986 — 1992
Bachelors, Hotel and Restaurant Management
New York Life Insurance Company January 2009 - Present
Bank of America January 1998 - January 2009
Skills
Investments, Portfolio Management, Finance, Banking, Financial Services, Retirement, Life Insurance, Project Planning, Investment Properties, Time Management, Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Securities, Estate Planning, Fixed Annuities, Insurance, Financial Analysis
Education
University of Phoenix 2010 — 2013
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Houston 1986 — 1992
Bachelors, Hotel and Restaurant Management
Trent Smyers Trent Smyers's New York Life Insurance Company Experience May 2011 - January 2013
Job Investment Consultant at New York Life/Mainstay Investments
Industry Financial Services
Experience
New York Life/Mainstay Investments February 2013 - Present
New York Life Insurance Company May 2011 - January 2013
Skills
Series 7, Mutual Funds, Uniform Combined State..., Fixed Annuities, Licensed Life Insurance..., Strategic Financial..., Annuities, Marketing, Series 66, Retirement Planning, Sales, Strategy, Investment Management, Financial Planning, Capital Markets, Event Planning, Event Management, Longevity Insurance, Income Annuities, Investments
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Financial Instruments and Markets, Global Business, Strategy
University of Florida - Warrington College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance, Sport Management, Entrepreneurship
New York Life/Mainstay Investments February 2013 - Present
New York Life Insurance Company May 2011 - January 2013
Skills
Series 7, Mutual Funds, Uniform Combined State..., Fixed Annuities, Licensed Life Insurance..., Strategic Financial..., Annuities, Marketing, Series 66, Retirement Planning, Sales, Strategy, Investment Management, Financial Planning, Capital Markets, Event Planning, Event Management, Longevity Insurance, Income Annuities, Investments
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Financial Instruments and Markets, Global Business, Strategy
University of Florida - Warrington College of Business Administration 2008 — 2012
Bachelor of Science (BS), Finance, Sport Management, Entrepreneurship
Josh Kimbrough Josh Kimbrough's New York Life Insurance Company Experience 2005 - 2006
Job Agent at Allstate
Industry Insurance
Experience
Allstate August 2013 - Present
Liberty Mutual Insurance August 2012 - 2013
State Farm Insurance January 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - December 2011
JP Turner & Company, LLC May 2009 - August 2010
Etrade November 2006 - May 2009
New York Life Insurance Company 2005 - 2006
Skills
Series 7, Series 63, Securities, Insurance, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Underwriting, Financial Services, Equities, FINRA, Retirement Planning, Property & Casualty..., Umbrella Insurance, Life Insurance, Term Life Insurance, Consultative Selling..., Risk Management, Risk Assessment
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Accounting
Collins Hill 1994 — 1996
high school
Allstate August 2013 - Present
Liberty Mutual Insurance August 2012 - 2013
State Farm Insurance January 2012 - August 2012
Morgan Stanley Smith Barney January 2011 - December 2011
JP Turner & Company, LLC May 2009 - August 2010
Etrade November 2006 - May 2009
New York Life Insurance Company 2005 - 2006
Skills
Series 7, Series 63, Securities, Insurance, Financial Analysis, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Underwriting, Financial Services, Equities, FINRA, Retirement Planning, Property & Casualty..., Umbrella Insurance, Life Insurance, Term Life Insurance, Consultative Selling..., Risk Management, Risk Assessment
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Accounting
Collins Hill 1994 — 1996
high school
Elias Fakhoury's New York Life Insurance Company Experience August 2013 - Present
Job Insurance Agent with New York Life Insurance Company
Industry Insurance
Experience
Art Van Furniture July 2015 - Present
New York Life Insurance Company August 2013 - Present
Meetup 2014 - 2014
BNI 2014 - 2014
mcdonnell douglas 1995 - 1998
Boeing 1994 - 1998
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Legacies, Licensed Life Insurance..., Finance, Property & Casualty..., Life Insurance, Long-term Care, Fixed Annuities, Customer Retention, Sales
Education
University of Illinois at Chicago 1981 — 1986
Bachelor of Engineering (B.Eng.), Engineering Design
Art Van Furniture July 2015 - Present
New York Life Insurance Company August 2013 - Present
Meetup 2014 - 2014
BNI 2014 - 2014
mcdonnell douglas 1995 - 1998
Boeing 1994 - 1998
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Legacies, Licensed Life Insurance..., Finance, Property & Casualty..., Life Insurance, Long-term Care, Fixed Annuities, Customer Retention, Sales
Education
University of Illinois at Chicago 1981 — 1986
Bachelor of Engineering (B.Eng.), Engineering Design
Joel V. Wordlaw's New York Life Insurance Company Experience November 2005 - November 2011
Job Insurance
Industry Insurance
Experience
JUST Insurance & Financial Services, Inc. January 2012 - Present
New York Life Insurance Company November 2005 - November 2011
MassMutual Financial Group February 2005 - September 2005
State Farm Agency November 2003 - February 2005
Safeway Insurance Company January 2002 - April 2004
State Farm Insurance December 1994 - November 1999
Skills
Insurance, Life Insurance, Liability, Retirement Planning, Fixed Annuities, Long-term Care, Health Insurance, Property & Casualty..., Casualty, Financial Services, General Insurance, Estate Planning, Underwriting, Disability Insurance, Financial Analysis, Whole Life, Small Business, Customer Service, Claim, Employee Benefits, Workers Compensation, Retirement, Critical Illness, Medicare, Strategic Financial..., Long Term Care Insurance, Public Speaking, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Finance, Investment Banking
Proviso East 1985 — 1989
JUST Insurance & Financial Services, Inc. January 2012 - Present
New York Life Insurance Company November 2005 - November 2011
MassMutual Financial Group February 2005 - September 2005
State Farm Agency November 2003 - February 2005
Safeway Insurance Company January 2002 - April 2004
State Farm Insurance December 1994 - November 1999
Skills
Insurance, Life Insurance, Liability, Retirement Planning, Fixed Annuities, Long-term Care, Health Insurance, Property & Casualty..., Casualty, Financial Services, General Insurance, Estate Planning, Underwriting, Disability Insurance, Financial Analysis, Whole Life, Small Business, Customer Service, Claim, Employee Benefits, Workers Compensation, Retirement, Critical Illness, Medicare, Strategic Financial..., Long Term Care Insurance, Public Speaking, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Finance, Investment Banking
Proviso East 1985 — 1989
Barbara V. Rivas, LCSW's New York Life Insurance Company Experience 1996 - 1998
Job Self Employed Psychotherapist
Industry Mental Health Care
Experience
Barbara V. Rivas, LCSW 2006 - Present
Cypress Creek Hospital December 2004 - July 2010
AVES 2009 - 2010
Newsome Psychological 2008 - 2010
MHMRA of Harris County 2002 - 2003
Baylor Teen Health Clinic 2001 - 2002
MHMRA of Harris County 1998 - 2001
New York Life Insurance Company 1996 - 1998
Skills
Group Therapy, Family Therapy, Psychotherapy, Mental Health, Crisis Intervention, Mental Health Counseling, Self-esteem, Behavioral Health, Adolescents, CBT, Clinical Supervision, Grief Counseling, Stress Management, Therapists, Life Transitions, Anger Management, Social Services, Treatment, Psychology, Counseling Psychology, Co-occurring Disorders, Treatment of depression, Solution Focused, EAP, Chronic Illness, Psychosocial, Behavior Modification
Education
University of Houston 2000 — 2002
MSW, Social Work
University of Houston 1994 — 1997
B.S., Psychology
Barbara V. Rivas, LCSW 2006 - Present
Cypress Creek Hospital December 2004 - July 2010
AVES 2009 - 2010
Newsome Psychological 2008 - 2010
MHMRA of Harris County 2002 - 2003
Baylor Teen Health Clinic 2001 - 2002
MHMRA of Harris County 1998 - 2001
New York Life Insurance Company 1996 - 1998
Skills
Group Therapy, Family Therapy, Psychotherapy, Mental Health, Crisis Intervention, Mental Health Counseling, Self-esteem, Behavioral Health, Adolescents, CBT, Clinical Supervision, Grief Counseling, Stress Management, Therapists, Life Transitions, Anger Management, Social Services, Treatment, Psychology, Counseling Psychology, Co-occurring Disorders, Treatment of depression, Solution Focused, EAP, Chronic Illness, Psychosocial, Behavior Modification
Education
University of Houston 2000 — 2002
MSW, Social Work
University of Houston 1994 — 1997
B.S., Psychology
Elias Martinez Elias Martinez's New York Life Insurance Company Experience May 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2013 - Present
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Licensed Life Insurance..., Protection..., Retirement planning, Retirement, Small Business, Wealth Preservation...
Education
University of Illinois 2007 — 2012
Bachelors of Science, Atmospheric Sciences
New York Life Insurance Company May 2013 - Present
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Licensed Life Insurance..., Protection..., Retirement planning, Retirement, Small Business, Wealth Preservation...
Education
University of Illinois 2007 — 2012
Bachelors of Science, Atmospheric Sciences
Gary Baumgarten's New York Life Insurance Company Experience November 1979 - Present
Job Licensed Agent at New York Life Insurance Company
Industry
Experience
New York Life Insurance Company November 1979 - Present
Skills
Key Person Protection, Estate Planning, Gifting Strategies, Annuity Sales, Multi-generational..., Legacies, Protection..., Licensed Life Insurance..., Wealth Preservation..., Multi-generational...
Education
University of Florida 1975 — 1979
Bachelor of Business Administration (BBA)
New York Life Insurance Company November 1979 - Present
Skills
Key Person Protection, Estate Planning, Gifting Strategies, Annuity Sales, Multi-generational..., Legacies, Protection..., Licensed Life Insurance..., Wealth Preservation..., Multi-generational...
Education
University of Florida 1975 — 1979
Bachelor of Business Administration (BBA)
Jona Siko Jona Siko's New York Life Insurance Company Experience June 2012 - December 2014
Job Chase Private Client Banker
Industry Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
Chase December 2014 - Present
NYLIFE Securities LLC March 2013 - December 2014
New York Life Insurance Company June 2012 - December 2014
New England Financial November 2011 - May 2012
Skills
Insurance, Finance, Financial Services, Microsoft Excel, Customer Service, Securities, Investments, Retirement Planning, Sales, Microsoft Office, PowerPoint, Public Speaking, Teamwork, 401k Rollovers, Microsoft Word, Small Business, Annuity Sales, Key Person Protection, Legacies, Gifting Strategies, Succession Planning, licensed in Long-Term...
Education
University of Illinois at Chicago 2007 — 2011
BS, Economics
Elmwood Park High School 2003 — 2007
JPMorgan Chase & Co. July 2015 - Present
Chase December 2014 - Present
NYLIFE Securities LLC March 2013 - December 2014
New York Life Insurance Company June 2012 - December 2014
New England Financial November 2011 - May 2012
Skills
Insurance, Finance, Financial Services, Microsoft Excel, Customer Service, Securities, Investments, Retirement Planning, Sales, Microsoft Office, PowerPoint, Public Speaking, Teamwork, 401k Rollovers, Microsoft Word, Small Business, Annuity Sales, Key Person Protection, Legacies, Gifting Strategies, Succession Planning, licensed in Long-Term...
Education
University of Illinois at Chicago 2007 — 2011
BS, Economics
Elmwood Park High School 2003 — 2007
Miles Kaschalk's New York Life Insurance Company Experience June 2008 - October 2010
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2012 - Present
Standard & Poor's October 2010 - August 2012
New York Life Insurance Company June 2008 - October 2010
State Farm Insurance Company January 2007 - December 2007
Zurich North American Insurance Company May 2007 - August 2007
Skills
Insurance, Risk Management, ALM, Investment Banking, Actuarial Science
Education
University of Illinois at Urbana-Champaign 2005 — 2008
BS, Actuarial Sciences & Economics
Goldman Sachs August 2012 - Present
Standard & Poor's October 2010 - August 2012
New York Life Insurance Company June 2008 - October 2010
State Farm Insurance Company January 2007 - December 2007
Zurich North American Insurance Company May 2007 - August 2007
Skills
Insurance, Risk Management, ALM, Investment Banking, Actuarial Science
Education
University of Illinois at Urbana-Champaign 2005 — 2008
BS, Actuarial Sciences & Economics
Koshin Soga's New York Life Insurance Company Experience April 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
Hawaiian Airlines 2010 - 2011
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Thought Leadership, Protection..., Wealth Preservation..., Licensed Life Insurance..., Finance, Financial Services, Investments, Protection..., Customer Service
Education
University of Hawaii at Manoa 2003 — 2007
BA Japanese Language, Business, Japanese
Maui high school 1999 — 2003
Japanese, International language
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
Hawaiian Airlines 2010 - 2011
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Thought Leadership, Protection..., Wealth Preservation..., Licensed Life Insurance..., Finance, Financial Services, Investments, Protection..., Customer Service
Education
University of Hawaii at Manoa 2003 — 2007
BA Japanese Language, Business, Japanese
Maui high school 1999 — 2003
Japanese, International language
Vanessa Soto-Jimenez's New York Life Insurance Company Experience September 2010 - Present
Job Director at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company September 2010 - Present
New York Life Insurance Company June 2009 - August 2010
New York Life Insurance Company August 2007 - June 2009
ConocoPhillips 2001 - 2007
Skills
General Ledger, Internal Controls, Accounting, Finance, Account Reconciliation, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, SAP, Accounts Payable, Variance Analysis, Sarbanes-Oxley, Accounting System, Financial Accounting, IT Controls, Internal Audit, Software Documentation, Financial Statements, Cash Flow, System Controls, Financial Risk, Risk Assessment, Auditing, Testing, Project Finance, Project Coordination, SharePoint, Risk Assesment, Compliance Reviews, Regulatory Compliance, Customer Acceptance..., Business Continuity..., Spreadsheet Controls, End User Computing..., Microsoft Office, Risk Management, Insurance, Analysis, Budgets, Management, Project Management, Corporate Finance, Microsoft Excel
Education
Baruch - Zicklin School of Business 2011 — 2017
Master of Business Administration (MBA), Information Systems
University of Houston, C.T. Bauer College of Business 1998 — 2003
Bachelors, Finance
New York Life Insurance Company September 2010 - Present
New York Life Insurance Company June 2009 - August 2010
New York Life Insurance Company August 2007 - June 2009
ConocoPhillips 2001 - 2007
Skills
General Ledger, Internal Controls, Accounting, Finance, Account Reconciliation, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, SAP, Accounts Payable, Variance Analysis, Sarbanes-Oxley, Accounting System, Financial Accounting, IT Controls, Internal Audit, Software Documentation, Financial Statements, Cash Flow, System Controls, Financial Risk, Risk Assessment, Auditing, Testing, Project Finance, Project Coordination, SharePoint, Risk Assesment, Compliance Reviews, Regulatory Compliance, Customer Acceptance..., Business Continuity..., Spreadsheet Controls, End User Computing..., Microsoft Office, Risk Management, Insurance, Analysis, Budgets, Management, Project Management, Corporate Finance, Microsoft Excel
Education
Baruch - Zicklin School of Business 2011 — 2017
Master of Business Administration (MBA), Information Systems
University of Houston, C.T. Bauer College of Business 1998 — 2003
Bachelors, Finance
John M. Kim's New York Life Insurance Company Experience June 2014 - Present
Job Partner at New York Life & NYLIFE Securities at Illinois General Office, Schaumburg IL
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2011 - June 2014
Skills
Customer Service, Estate Planning, Leadership, Life Insurance, Strategic Planning, Small Business, Portfolio Management, Financial Services, Retirement Planning, Public Speaking, Sales, Microsoft Office, Marketing, Retirement, Investments, Financial Planning, Insurance, Team Building, Marketing Strategy
Education
University of Illinois at Chicago 2007 — 2010
Bachelor's degree, Finance
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2011 - June 2014
Skills
Customer Service, Estate Planning, Leadership, Life Insurance, Strategic Planning, Small Business, Portfolio Management, Financial Services, Retirement Planning, Public Speaking, Sales, Microsoft Office, Marketing, Retirement, Investments, Financial Planning, Insurance, Team Building, Marketing Strategy
Education
University of Illinois at Chicago 2007 — 2010
Bachelor's degree, Finance
Andrew Findling's New York Life Insurance Company Experience May 2013 - August 2013
Job Account Specialist at Aon
Industry Financial Services
Experience
Aon January 2015 - Present
Uptown Bar September 2014 - December 2014
The Bury September 2013 - September 2014
Aon June 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Pauley's Original Crepe Bar April 2012 - April 2013
Edd Christopher CPA December 2012 - December 2012
Skills
Insurance, Teamwork, PowerPoint, Social Networking, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Interpersonal Skills, Social Media, Life Insurance, Data Entry, Account Management
Education
University of Georgia - Terry College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
University of South Carolina 2010 — 2011
Bachelor of Business Administration (BBA), Finance
Aon January 2015 - Present
Uptown Bar September 2014 - December 2014
The Bury September 2013 - September 2014
Aon June 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Pauley's Original Crepe Bar April 2012 - April 2013
Edd Christopher CPA December 2012 - December 2012
Skills
Insurance, Teamwork, PowerPoint, Social Networking, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Interpersonal Skills, Social Media, Life Insurance, Data Entry, Account Management
Education
University of Georgia - Terry College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
University of South Carolina 2010 — 2011
Bachelor of Business Administration (BBA), Finance
WILLIAM THIEDE JR WILLIAM THIEDE JR's New York Life Insurance Company Experience November 2003 - Present
Job Corporate Vice President Disaster Recovery at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2003 - Present
S1 Corporation May 2000 - November 2004
S1 Corporation March 1999 - October 2003
Skills
Microsoft Office, Visio, MS Project, Disaster Recovery, Business Continuity, Data Center Recovery, Project Management, PowerPoint, Microsoft Word, Microsoft Excel, Business Analysis, Business Continuity..., Data Center, Management, IT Management, Telecommunications, Program Management, Risk Management, SharePoint, System Administration, SDLC, Enterprise Architecture, Vendor Management
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management
New York Life Insurance Company November 2003 - Present
S1 Corporation May 2000 - November 2004
S1 Corporation March 1999 - October 2003
Skills
Microsoft Office, Visio, MS Project, Disaster Recovery, Business Continuity, Data Center Recovery, Project Management, PowerPoint, Microsoft Word, Microsoft Excel, Business Analysis, Business Continuity..., Data Center, Management, IT Management, Telecommunications, Program Management, Risk Management, SharePoint, System Administration, SDLC, Enterprise Architecture, Vendor Management
Education
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management
University of Georgia - Terry College of Business 1987 — 1991
BBA, Risk Management
John Rucker's New York Life Insurance Company Experience October 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company October 2009 - Present
Interbay Funding 2006 - 2008
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelors of Science, Finance
Whitney young 1990 — 1994
New York Life Insurance Company October 2009 - Present
Interbay Funding 2006 - 2008
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelors of Science, Finance
Whitney young 1990 — 1994
Jon Harper, CFP® Jon Harper, CFP®'s New York Life Insurance Company Experience July 2003 - October 2006
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Ken Zahn, Inc January 2010 - December 2012
Ledford Financial October 2007 - December 2010
Value Shield Solutions November 2006 - October 2007
New York Life Insurance Company July 2003 - October 2006
Skills
Financial Planning, Leadership, Investments, Retirement Planning, Finance, Wealth Management, Financial Services, Portfolio Management, Insurance, Sales
Education
University of Florida - Warrington College Of Business 2011 — 2013
MBA, Masters of Business Administration
University of Miami 1999 — 2003
B.S., Economics & Motion Picture
Fidelity Investments January 2011 - Present
Ken Zahn, Inc January 2010 - December 2012
Ledford Financial October 2007 - December 2010
Value Shield Solutions November 2006 - October 2007
New York Life Insurance Company July 2003 - October 2006
Skills
Financial Planning, Leadership, Investments, Retirement Planning, Finance, Wealth Management, Financial Services, Portfolio Management, Insurance, Sales
Education
University of Florida - Warrington College Of Business 2011 — 2013
MBA, Masters of Business Administration
University of Miami 1999 — 2003
B.S., Economics & Motion Picture
Alan Leafman Alan Leafman's New York Life Insurance Company Experience April 1986 - October 1989
Job President at WorldWide Insurance Services, Inc.
Industry Insurance
Experience
WorldWide Insurance Services, Inc. November 1989 - Present
New York Life Insurance Company April 1986 - October 1989
Excalibur Securities, Inc. February 1983 - March 1986
Skills
Disability Insurance, Health Insurance, Insurance, Health Savings Accounts, Life Insurance, Medicare, Property & Casualty..., Underwriting, Sales, Accident, Employee Benefits, Risk Management, Workers Compensation, Healthcare, Small Business, Account Management, Commercial Insurance, Sales Management, Strategic Financial..., Fixed Annuities, Managed Care, Brokers, Universal Life, IRAs, Whole Life, Umbrella Insurance, Term Life Insurance, Critical Illness, Group Insurance, Homeowners, Retirement, Legal Liability, Retirement Planning, Casualty, General Insurance, Voluntary Employee..., Insurance Brokerage
Education
University of Illinois at Chicago
WorldWide Insurance Services, Inc. November 1989 - Present
New York Life Insurance Company April 1986 - October 1989
Excalibur Securities, Inc. February 1983 - March 1986
Skills
Disability Insurance, Health Insurance, Insurance, Health Savings Accounts, Life Insurance, Medicare, Property & Casualty..., Underwriting, Sales, Accident, Employee Benefits, Risk Management, Workers Compensation, Healthcare, Small Business, Account Management, Commercial Insurance, Sales Management, Strategic Financial..., Fixed Annuities, Managed Care, Brokers, Universal Life, IRAs, Whole Life, Umbrella Insurance, Term Life Insurance, Critical Illness, Group Insurance, Homeowners, Retirement, Legal Liability, Retirement Planning, Casualty, General Insurance, Voluntary Employee..., Insurance Brokerage
Education
University of Illinois at Chicago
Beth Kaura Beth Kaura's New York Life Insurance Company Experience May 2003 - June 2009
Job Board Member at Center Stage Theater
Industry Education Management
Experience
The Arbor Learning Community July 2014 - Present
Center Stage Theater June 2013 - Present
Kauranen Insurance December 2002 - Present
New York Life Insurance Company May 2003 - June 2009
Sentra Spelman/SunAmerica/AIG April 2002 - February 2003
Capital Analysts Incorporated August 1996 - May 2000
Skills
Insurance, Employee Benefits, Benefits, Health Insurance, Brokers, Health, Medicare, Disability Insurance, Small Business, Customer Retention, Fixed Annuities, Team Building, Process Improvement, Sales, Risk Management, Marketing, Customer Service, Life Insurance, Long Term Care Insurance, Retirement, Leadership, Retirement Planning, Underwriting, Mutual Funds, Estate Planning, IRAs, Financial Planners, Term Life Insurance, Investments, Coaching, Long-term Care
Education
University of Hawaii at Manoa 1988 — 1989
Associate of Arts (AA)
University of Phoenix
BSBM, Business Management
The Arbor Learning Community July 2014 - Present
Center Stage Theater June 2013 - Present
Kauranen Insurance December 2002 - Present
New York Life Insurance Company May 2003 - June 2009
Sentra Spelman/SunAmerica/AIG April 2002 - February 2003
Capital Analysts Incorporated August 1996 - May 2000
Skills
Insurance, Employee Benefits, Benefits, Health Insurance, Brokers, Health, Medicare, Disability Insurance, Small Business, Customer Retention, Fixed Annuities, Team Building, Process Improvement, Sales, Risk Management, Marketing, Customer Service, Life Insurance, Long Term Care Insurance, Retirement, Leadership, Retirement Planning, Underwriting, Mutual Funds, Estate Planning, IRAs, Financial Planners, Term Life Insurance, Investments, Coaching, Long-term Care
Education
University of Hawaii at Manoa 1988 — 1989
Associate of Arts (AA)
University of Phoenix
BSBM, Business Management
Jim Ranes Jim Ranes's New York Life Insurance Company Experience August 2006 - August 2008
Job Financial Services
Industry Insurance
Experience
Nationwide Insurance August 2015 - Present
Allstate Financial Services August 2008 - June 2014
New York Life Insurance Company August 2006 - August 2008
The Upjohn Company 1978 - 2000
Skills
Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, IRAs, Long-term Care, Universal Life
Education
University of Iowa 1973 — 1977
Bachelor of General Studies, Economics and Anatomy and Physiology
Nationwide Insurance August 2015 - Present
Allstate Financial Services August 2008 - June 2014
New York Life Insurance Company August 2006 - August 2008
The Upjohn Company 1978 - 2000
Skills
Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, IRAs, Long-term Care, Universal Life
Education
University of Iowa 1973 — 1977
Bachelor of General Studies, Economics and Anatomy and Physiology
Daniel Rascoe, MSF's New York Life Insurance Company Experience January 2011 - May 2011
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
Emily Shulman Emily Shulman's New York Life Insurance Company Experience November 2010 - April 2011
Job Operations Analyst at Slalom Consulting
Industry Higher Education
Experience
Slalom Consulting June 2013 - Present
Slalom Consulting April 2011 - May 2013
New York Life Insurance Company November 2010 - April 2011
University of Illinois at Urbana-Champaign May 2010 - November 2010
LAZ Parking June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Leadership, Data Analysis, Process Improvement, PowerPoint, Program Management, Customer Service, Event Planning, Project Management, Change Management, Strategic Planning, Organizational..., Management, Leadership Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of Science, Human Development and Family Studies
Slalom Consulting June 2013 - Present
Slalom Consulting April 2011 - May 2013
New York Life Insurance Company November 2010 - April 2011
University of Illinois at Urbana-Champaign May 2010 - November 2010
LAZ Parking June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Leadership, Data Analysis, Process Improvement, PowerPoint, Program Management, Customer Service, Event Planning, Project Management, Change Management, Strategic Planning, Organizational..., Management, Leadership Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of Science, Human Development and Family Studies
Marisa Spiro Marisa Spiro's New York Life Insurance Company Experience May 2006 - August 2006
Job Digital Account Director
Industry Marketing and Advertising
Experience
TMP Worldwide August 2014 - Present
TMP Worldwide June 2013 - August 2014
Worldata July 2007 - June 2013
AOI Media January 2007 - May 2008
New York Life Insurance Company May 2006 - August 2006
Zimmerman Advertising May 2005 - August 2005
American Cancer Society May 2005 - August 2005
Skills
Copywriting, Corporate Branding, CRM, Project Management, Email Marketing, Direct Marketing, Lead Generation, Database Marketing, Online Advertising, Advertising, Integrated Marketing, Direct Mail, Marketing Communications, Digital Marketing, B2B Marketing, Multi-channel Marketing, Media Planning, Social Media Marketing, Media Buying, Marketing, Mobile Marketing, Interactive Marketing, Strategy
Education
University of Florida 2003 — 2007
Bachelors of Science, Advertising, Business Administration
TMP Worldwide August 2014 - Present
TMP Worldwide June 2013 - August 2014
Worldata July 2007 - June 2013
AOI Media January 2007 - May 2008
New York Life Insurance Company May 2006 - August 2006
Zimmerman Advertising May 2005 - August 2005
American Cancer Society May 2005 - August 2005
Skills
Copywriting, Corporate Branding, CRM, Project Management, Email Marketing, Direct Marketing, Lead Generation, Database Marketing, Online Advertising, Advertising, Integrated Marketing, Direct Mail, Marketing Communications, Digital Marketing, B2B Marketing, Multi-channel Marketing, Media Planning, Social Media Marketing, Media Buying, Marketing, Mobile Marketing, Interactive Marketing, Strategy
Education
University of Florida 2003 — 2007
Bachelors of Science, Advertising, Business Administration
Robert Campbell's New York Life Insurance Company Experience July 2008 - March 2012
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2012 - Present
Realty Associates April 2004 - Present
New York Life Insurance Company July 2008 - March 2012
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Fixed Annuities, Employee Benefits, Financial Goals, Trust Services, Investments, Estate Law, Mutual Funds, Retirement Planning, Financial Services, Retirement
Education
University of Houston 1992 — 1996
Bachelor of Business Administration Finance and Management, Minor in Spanish
MassMutual Financial Group March 2012 - Present
Realty Associates April 2004 - Present
New York Life Insurance Company July 2008 - March 2012
Skills
Disability Insurance, Long Term Care Insurance, Insurance, Fixed Annuities, Employee Benefits, Financial Goals, Trust Services, Investments, Estate Law, Mutual Funds, Retirement Planning, Financial Services, Retirement
Education
University of Houston 1992 — 1996
Bachelor of Business Administration Finance and Management, Minor in Spanish
Dean Moriki's New York Life Insurance Company Experience December 2012 - November 2013
Job Principal with MDLink, LLC, Executive Search Placing Physicians into Key Medical Roles in Pharmaceutical & Biotech
Industry Staffing and Recruiting
Experience
MDLink, LLC December 2013 - Present
New York Life Insurance Company December 2012 - November 2013
Govig BioPharma January 2005 - November 2012
Avnet Enterprise Solutions 1998 - 2002
NEC Technologies 1997 - 1998
Zenith Data Systems 1987 - 1997
Skills
Pharmaceutical Industry, Biotechnology, Clinical Research, Medical Affairs, Healthcare, Management, Leadership, Therapeutic Areas, Interviews, Clinical Trials, Oncology, Temporary Placement, Marketing, Hematology, Neurology, Human Resources, Endocrinology, Pharmaceutics, Sales, Infectious Diseases, Immunology, Dermatology, Vaccines, Clinical Development, Clinical Pharmacology
Education
University of Illinois at Urbana-Champaign
BS & MS, Advertising
MDLink, LLC December 2013 - Present
New York Life Insurance Company December 2012 - November 2013
Govig BioPharma January 2005 - November 2012
Avnet Enterprise Solutions 1998 - 2002
NEC Technologies 1997 - 1998
Zenith Data Systems 1987 - 1997
Skills
Pharmaceutical Industry, Biotechnology, Clinical Research, Medical Affairs, Healthcare, Management, Leadership, Therapeutic Areas, Interviews, Clinical Trials, Oncology, Temporary Placement, Marketing, Hematology, Neurology, Human Resources, Endocrinology, Pharmaceutics, Sales, Infectious Diseases, Immunology, Dermatology, Vaccines, Clinical Development, Clinical Pharmacology
Education
University of Illinois at Urbana-Champaign
BS & MS, Advertising
Janet D. Goodwin Janet D. Goodwin's New York Life Insurance Company Experience 2013 - 2014
Job Latin and Greek Teacher at DeMatha Catholic High School
Industry Education Management
Experience
DeMatha Catholic High School July 2014 - Present
New York Life Insurance Company 2013 - 2014
Don Bosco Cristo Rey High School August 2012 - 2013
St. Joseph Catholic School, Bryan August 2010 - May 2012
Skills
Classics, Customer Service, Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Latin, Licensed Life & Health..., Retirement Planning, Small Business, Event Planning, Public Speaking, Analysis, Accounting, Higher Education
Education
University of Houston 2005 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
University of Houston 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
DeMatha Catholic High School July 2014 - Present
New York Life Insurance Company 2013 - 2014
Don Bosco Cristo Rey High School August 2012 - 2013
St. Joseph Catholic School, Bryan August 2010 - May 2012
Skills
Classics, Customer Service, Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Latin, Licensed Life & Health..., Retirement Planning, Small Business, Event Planning, Public Speaking, Analysis, Accounting, Higher Education
Education
University of Houston 2005 — 2010
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
University of Houston 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Amreen Ali Amreen Ali's New York Life Insurance Company Experience December 2010 - August 2011
Job Litigation Assistant at Fleming, Nolen, Jez, L.L.P.
Industry Public Relations and Communications
Experience
Fleming, Nolen, Jez, L.L.P. May 2012 - September 2015
Greater Houston Retailers Cooperative Association, Inc. December 2011 - February 2012
New York Life Insurance Company December 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Microsoft Word, JavaScript, Adobe Acrobat, Litigation Support, Document Management, Client Relations Skills, HIPAA, Analysis, Research, Access, Project Management
Education
University of Houston 2007 — 2012
BS, Psychology
Fleming, Nolen, Jez, L.L.P. May 2012 - September 2015
Greater Houston Retailers Cooperative Association, Inc. December 2011 - February 2012
New York Life Insurance Company December 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Microsoft Word, JavaScript, Adobe Acrobat, Litigation Support, Document Management, Client Relations Skills, HIPAA, Analysis, Research, Access, Project Management
Education
University of Houston 2007 — 2012
BS, Psychology
Jamie Rowell Jamie Rowell's New York Life Insurance Company Experience August 1997 - August 1999
Job BB&T Wealth, SVP, Private Advisor Team Director, North Florida Region
Industry Financial Services
Experience
BB&T September 2010 - Present
Flip Flop Shops December 2009 - Present
Jacksonville Humane Society March 2010 - March 2012
Wells Fargo September 1999 - September 2010
New York Life Insurance Company August 1997 - August 1999
Skills
Team Leadership, Commercial Lending, Wealth Management, Management, Financial Services, Strategy, Loans, Banking, Finance, Investments, Portfolio Management, Risk Management
Education
University of Georgia - Terry College of Business 1994 — 1997
B.S., Business Management
BB&T September 2010 - Present
Flip Flop Shops December 2009 - Present
Jacksonville Humane Society March 2010 - March 2012
Wells Fargo September 1999 - September 2010
New York Life Insurance Company August 1997 - August 1999
Skills
Team Leadership, Commercial Lending, Wealth Management, Management, Financial Services, Strategy, Loans, Banking, Finance, Investments, Portfolio Management, Risk Management
Education
University of Georgia - Terry College of Business 1994 — 1997
B.S., Business Management
Purnima Gupta Purnima Gupta's New York Life Insurance Company Experience 1982 - 1992
Job Member Think Tank Team at Visionias
Industry Architecture & Planning
Experience
Holistic Child Development 2012 - Present
Visionias 2012 - Present
AXA Equitable 1993 - 2012
New York Life Insurance Company 1982 - 1992
North Carolina State University 1980 - 1982
Skills
Microsoft Excel, Research, Teaching, Financial Modeling, Project Planning, Risk Management, Business Strategy, Project Management, Microsoft Office, Asset Managment, Leadership, Training, Investments, Strategic Financial..., Writing, Management Consulting, Strategy, Valuation, Strategic Planning, Program Management, IT Strategy, Business Analysis, Financial Analysis, Budgets, Finance, Business Development, Team Management, Entrepreneurship, Contract Negotiation, Start-ups
Education
University of Illinois at Urbana-Champaign 1969 — 1970
M. Arch., Architecture
IIT-Roorkee 1963 — 1968
B. Arch., Architecture
Holistic Child Development 2012 - Present
Visionias 2012 - Present
AXA Equitable 1993 - 2012
New York Life Insurance Company 1982 - 1992
North Carolina State University 1980 - 1982
Skills
Microsoft Excel, Research, Teaching, Financial Modeling, Project Planning, Risk Management, Business Strategy, Project Management, Microsoft Office, Asset Managment, Leadership, Training, Investments, Strategic Financial..., Writing, Management Consulting, Strategy, Valuation, Strategic Planning, Program Management, IT Strategy, Business Analysis, Financial Analysis, Budgets, Finance, Business Development, Team Management, Entrepreneurship, Contract Negotiation, Start-ups
Education
University of Illinois at Urbana-Champaign 1969 — 1970
M. Arch., Architecture
IIT-Roorkee 1963 — 1968
B. Arch., Architecture
David Suzuki's New York Life Insurance Company Experience December 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Sheraton Waikiki August 2009 - August 2011
Starwood Hotels & Resorts Worldwide, Inc. October 2010 - July 2011
Skills
Music Production, Graphic Design, Life Insurance
Education
University of Hawaii - College of Business Administration 2005 — 2009
BBA, Management
Pearl City High School
New York Life Insurance Company December 2011 - Present
Sheraton Waikiki August 2009 - August 2011
Starwood Hotels & Resorts Worldwide, Inc. October 2010 - July 2011
Skills
Music Production, Graphic Design, Life Insurance
Education
University of Hawaii - College of Business Administration 2005 — 2009
BBA, Management
Pearl City High School
Alan Gamez Alan Gamez's New York Life Insurance Company Experience August 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2011 - Present
MD Anderson Cancer Center September 2003 - February 2011
Skills
Health Insurance, Employee Benefits, Insurance, Analysis, Accounting, Retirement, Retirement Planning, Long-term Care, Disability Insurance, Life Insurance, Strategy, Team Building, Finance, Mutual Funds, Strategic Planning, Business Planning, Marketing, Fixed Annuities, Strategic Financial..., Small Business, Financial Analysis
Education
NHPO Leadership Class V
University of Houston
New York Life Insurance Company August 2011 - Present
MD Anderson Cancer Center September 2003 - February 2011
Skills
Health Insurance, Employee Benefits, Insurance, Analysis, Accounting, Retirement, Retirement Planning, Long-term Care, Disability Insurance, Life Insurance, Strategy, Team Building, Finance, Mutual Funds, Strategic Planning, Business Planning, Marketing, Fixed Annuities, Strategic Financial..., Small Business, Financial Analysis
Education
NHPO Leadership Class V
University of Houston
Kenn Andrade Kenn Andrade's New York Life Insurance Company Experience June 2010 - January 2012
Job Consumer Bank Representative at Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii April 2012 - Present
New York Life Insurance Company June 2010 - January 2012
Class Ace Tutoring LLC 2012 - 2012
Skills
Fixed Annuities, Roth IRA, Retirement Planning, IRAs, Retirement, Sales, Banking, Positive Personality, 401k, Employee Benefits, Finance, Financial Analysis, Financial Modeling, Insurance, Investment Strategies, Investments, Long-term Care, Strategic Financial..., Financial Planning
Education
University of Hawaii - College of Business Administration 2012 — 2014
MBA, Finance
University of Hawaii - College of Business Administration 2005 — 2010
B.S., Finance
Bank of Hawaii April 2012 - Present
New York Life Insurance Company June 2010 - January 2012
Class Ace Tutoring LLC 2012 - 2012
Skills
Fixed Annuities, Roth IRA, Retirement Planning, IRAs, Retirement, Sales, Banking, Positive Personality, 401k, Employee Benefits, Finance, Financial Analysis, Financial Modeling, Insurance, Investment Strategies, Investments, Long-term Care, Strategic Financial..., Financial Planning
Education
University of Hawaii - College of Business Administration 2012 — 2014
MBA, Finance
University of Hawaii - College of Business Administration 2005 — 2010
B.S., Finance
Jim Keaty's New York Life Insurance Company Experience April 2010 - July 2011
Job Sales Representative at Leeco Steel
Industry Mining & Metals
Experience
Leeco Steel December 2013 - Present
State Farm August 2011 - December 2013
New York Life Insurance Company April 2010 - July 2011
NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Agency April 2010 - July 2011
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor, Economics
Brother Rice High School 2002 — 2006
Leeco Steel December 2013 - Present
State Farm August 2011 - December 2013
New York Life Insurance Company April 2010 - July 2011
NYLIFE Securities LLC (member FINRA/SIPC) A Licensed Insurance Agency April 2010 - July 2011
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor, Economics
Brother Rice High School 2002 — 2006
Harold (Ed) Bishop LUTCF's New York Life Insurance Company Experience July 2006 - Present
Job Agent, Registered Representitive at New York Life
Industry Financial Services
Experience
New York Life November 2006 - Present
New York Life Insurance Company July 2006 - Present
Skills
Retirement Planning, Financial Planning, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Leadership, Public Speaking, Small Business, Disability Insurance, Retirement, Customer Service, Team Building, Sales, Strategic Planning
Education
University of Indianapolis 1976 — 1984
Business, Management, Marketing, and Related Support Services
Elston 1968 — 1971
New York Life November 2006 - Present
New York Life Insurance Company July 2006 - Present
Skills
Retirement Planning, Financial Planning, Insurance, Life Insurance, Fixed Annuities, Long-term Care, Leadership, Public Speaking, Small Business, Disability Insurance, Retirement, Customer Service, Team Building, Sales, Strategic Planning
Education
University of Indianapolis 1976 — 1984
Business, Management, Marketing, and Related Support Services
Elston 1968 — 1971
Georges Rosemond Georges Rosemond's New York Life Insurance Company Experience August 2009 - June 2010
Job Client Associate
Industry Investment Management
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo 2010 - 2012
New York Life Insurance Company August 2009 - June 2010
New Mass Media December 2006 - August 2008
Money Wise Solutions March 2005 - July 2006
Skills
Life Insurance, Retirement Planning, Retirement, Insurance, Cold Calling, Fixed Annuities, Budgets, Customer Service, Team Building, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Sales
Education
University of Hartford 1999 — 2003
B.S, Business Administration, Economics, Finance
University of Hartford 1999 — 2003
BS business administration, Economics & Finance , Economics
Wells Fargo Advisors December 2010 - Present
Wells Fargo 2010 - 2012
New York Life Insurance Company August 2009 - June 2010
New Mass Media December 2006 - August 2008
Money Wise Solutions March 2005 - July 2006
Skills
Life Insurance, Retirement Planning, Retirement, Insurance, Cold Calling, Fixed Annuities, Budgets, Customer Service, Team Building, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Sales
Education
University of Hartford 1999 — 2003
B.S, Business Administration, Economics, Finance
University of Hartford 1999 — 2003
BS business administration, Economics & Finance , Economics
Scott Lassen's New York Life Insurance Company Experience May 2015 - Present
Job Corporate Auditor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company June 2012 - Present
Education
University of Hartford 2006 — 2010
Bachelor of Science (BS), Accounting
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company June 2012 - Present
Education
University of Hartford 2006 — 2010
Bachelor of Science (BS), Accounting
Sara Pruitt's New York Life Insurance Company Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2014 - Present
Brian Baldwin State Farm Agency April 2012 - October 2014
Bella Bacinos - LaGrange October 2009 - March 2012
Skills
Insurance, Sales, Customer Service, Health Insurance, Microsoft Office, Commercial Insurance, Microsoft Excel, Life Insurance, Microsoft Word, Marketing, PowerPoint, General Insurance, Outlook, Leadership, Social Media
Education
University of Illinois at Chicago 2010 — 2011
Lyons Township High School 2006 — 2010
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2014 - Present
Brian Baldwin State Farm Agency April 2012 - October 2014
Bella Bacinos - LaGrange October 2009 - March 2012
Skills
Insurance, Sales, Customer Service, Health Insurance, Microsoft Office, Commercial Insurance, Microsoft Excel, Life Insurance, Microsoft Word, Marketing, PowerPoint, General Insurance, Outlook, Leadership, Social Media
Education
University of Illinois at Chicago 2010 — 2011
Lyons Township High School 2006 — 2010
Karlene Walter's New York Life Insurance Company Experience 1992 - 1996
Job Seeking administrative employment in healthcare, education or ministry preferably in SE MassachusettsJanuary 2015
Industry Medical Practice
Experience
Gillman Chiropractic September 2011 - January 2015
Trinitarian Congregational Church of Wayland August 2005 - June 2013
Lilja Elementary School 2004 - 2006
Community Nursery School of Wayland 2003 - 2004
New York Life Insurance Company 1992 - 1996
MetLife 1988 - 1992
Skills
Organization &..., Office Administration, People Skills, Reliability, Positive Team Player, Work Independently with..., Youth Ministry, Pastoral Care, Church Events, Teaching, Theology, Discipleship, Biblical Studies, Volunteer Management, Preaching, Religion, Microsoft Excel, Microsoft Word, Microsoft Office, Eclipse, Office Ally, PowerPoint
Education
Framingham State University 2003 — 2005
Post Baccalaureate, Elementary Education and Teaching
University of Illinois at Urbana-Champaign - College of Business 1983 — 1988
B.A. Bus Admin, Industrial Distribution Management
Gillman Chiropractic September 2011 - January 2015
Trinitarian Congregational Church of Wayland August 2005 - June 2013
Lilja Elementary School 2004 - 2006
Community Nursery School of Wayland 2003 - 2004
New York Life Insurance Company 1992 - 1996
MetLife 1988 - 1992
Skills
Organization &..., Office Administration, People Skills, Reliability, Positive Team Player, Work Independently with..., Youth Ministry, Pastoral Care, Church Events, Teaching, Theology, Discipleship, Biblical Studies, Volunteer Management, Preaching, Religion, Microsoft Excel, Microsoft Word, Microsoft Office, Eclipse, Office Ally, PowerPoint
Education
Framingham State University 2003 — 2005
Post Baccalaureate, Elementary Education and Teaching
University of Illinois at Urbana-Champaign - College of Business 1983 — 1988
B.A. Bus Admin, Industrial Distribution Management
Hailey Lamb-Nielubowicz's New York Life Insurance Company Experience May 2010 - August 2010
Job Accountant/Fiscal Analyst II at Clemson University International Center for Automotive Research
Industry Financial Services
Experience
Clemson University - International Center for Automotive Research July 2015 - Present
Focused Management Solutions Inc. February 2013 - June 2015
Focused Management Solutions Inc. July 2012 - February 2013
Focused Management Solutions Inc. October 2011 - June 2012
Institute for Workforce Innovation May 2011 - September 2011
New York Life Insurance Company May 2010 - August 2010
Crime Prevention Security Systems January 2010 - April 2010
Skills
Budgets, Payroll, Human Resources, Accounting, Microsoft Excel, Public Speaking, Accounts Payable, QuickBooks, Management, Nonprofits
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science in Business Administration, Major in Finance, Minor in Mass Communication
Clemson University - International Center for Automotive Research July 2015 - Present
Focused Management Solutions Inc. February 2013 - June 2015
Focused Management Solutions Inc. July 2012 - February 2013
Focused Management Solutions Inc. October 2011 - June 2012
Institute for Workforce Innovation May 2011 - September 2011
New York Life Insurance Company May 2010 - August 2010
Crime Prevention Security Systems January 2010 - April 2010
Skills
Budgets, Payroll, Human Resources, Accounting, Microsoft Excel, Public Speaking, Accounts Payable, QuickBooks, Management, Nonprofits
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science in Business Administration, Major in Finance, Minor in Mass Communication
Patrick Guinée Patrick Guinée's New York Life Insurance Company Experience November 2012 - May 2013
Job Homeland SecurityInvestigator
Industry Security and Investigations
Experience
Ironbeam, Inc. October 2013 - July 2014
Feldco May 2013 - October 2013
New York Life Insurance Company November 2012 - May 2013
CME Group August 1998 - December 2012
CME August 1998 - December 2012
Skills
Electronic Trading, Commodity, FX Options, Customer Service, Microsoft Excel, Microsoft Word, RAN Order Entry System, Client Support, CQG, Ninja Trader, Technical trading...
Education
University of Illinois at Urbana-Champaign 1985 — 1989
B.A., History Pre-Law
St.Xavier University
Ironbeam, Inc. October 2013 - July 2014
Feldco May 2013 - October 2013
New York Life Insurance Company November 2012 - May 2013
CME Group August 1998 - December 2012
CME August 1998 - December 2012
Skills
Electronic Trading, Commodity, FX Options, Customer Service, Microsoft Excel, Microsoft Word, RAN Order Entry System, Client Support, CQG, Ninja Trader, Technical trading...
Education
University of Illinois at Urbana-Champaign 1985 — 1989
B.A., History Pre-Law
St.Xavier University
Shamindra Amarasinghe Shamindra Amarasinghe's New York Life Insurance Company Experience October 2013 - May 2014
Job Virtusa Program Director at AIG
Industry Information Technology and Services
Experience
AIG January 2015 - Present
EXL Services May 2014 - December 2014
New York Life Insurance Company October 2013 - May 2014
Virtusa April 2013 - October 2013
Virtusa April 2012 - April 2013
Virtusa Corp January 2001 - March 2012
FIS, Inc. March 2005 - February 2012
Emirates Airlines October 1998 - January 2001
John Keels Computer Services 1996 - 2001
P&O Nedlloyd January 1997 - August 1998
Skills
Program Management, Global Delivery, PMO, Cross-functional Team..., SLA, Governance, Metrics, P&L Management, Change Management, Customer Relations, Business Process..., Strategic Planning, Outsourcing, Process Improvement, Contract Management, Management Consulting, Risk Management, Stakeholder Management, Team Building, Vendor Management, Service Delivery, Microsoft Office, Business Transformation, Business Process, Budgets, Operations Management, Leadership, SDLC, Agile Methodologies, Business Intelligence, Software Project..., Requirements Analysis, Management, Pre-sales, Project Management, Strategy, Business Analysis, Project Portfolio..., CRM, Quality Assurance, Resource Management, Software Development, Business Development, IT Strategy, Start-ups, PMP, Analytics
Education
Singapore Institute of Managment 2004 — 2004
Certification from Louise Allen Institue, Professional Management and Leading
British Computer Society 1993 — 1995
Associate's degree, Information Technology
University of Hertfordshire 1992 — 1995
BSc (Hons) Informaiton Technology, Information Technology, 2nd Class Upper
Australian Computer Society 1992 — 1992
Diploma in Information Technology
NIBM 1989 — 1989
Computer Systems Designs
St Joseph's College, Colombo 10 1974 — 1987
AIG January 2015 - Present
EXL Services May 2014 - December 2014
New York Life Insurance Company October 2013 - May 2014
Virtusa April 2013 - October 2013
Virtusa April 2012 - April 2013
Virtusa Corp January 2001 - March 2012
FIS, Inc. March 2005 - February 2012
Emirates Airlines October 1998 - January 2001
John Keels Computer Services 1996 - 2001
P&O Nedlloyd January 1997 - August 1998
Skills
Program Management, Global Delivery, PMO, Cross-functional Team..., SLA, Governance, Metrics, P&L Management, Change Management, Customer Relations, Business Process..., Strategic Planning, Outsourcing, Process Improvement, Contract Management, Management Consulting, Risk Management, Stakeholder Management, Team Building, Vendor Management, Service Delivery, Microsoft Office, Business Transformation, Business Process, Budgets, Operations Management, Leadership, SDLC, Agile Methodologies, Business Intelligence, Software Project..., Requirements Analysis, Management, Pre-sales, Project Management, Strategy, Business Analysis, Project Portfolio..., CRM, Quality Assurance, Resource Management, Software Development, Business Development, IT Strategy, Start-ups, PMP, Analytics
Education
Singapore Institute of Managment 2004 — 2004
Certification from Louise Allen Institue, Professional Management and Leading
British Computer Society 1993 — 1995
Associate's degree, Information Technology
University of Hertfordshire 1992 — 1995
BSc (Hons) Informaiton Technology, Information Technology, 2nd Class Upper
Australian Computer Society 1992 — 1992
Diploma in Information Technology
NIBM 1989 — 1989
Computer Systems Designs
St Joseph's College, Colombo 10 1974 — 1987
Michael Hoch Michael Hoch's New York Life Insurance Company Experience June 1997 - July 2007
Job Investment Advisor at The Meltzer Group and Partner for Meltzer Private Client Services
Industry Investment Management
Experience
The Meltzer Group November 2007 - Present
New York Life Insurance Company June 1997 - July 2007
Skills
Insurance, Employee Benefits, Fixed Annuities, Credit, Mutual Funds, Life Insurance, Long-term Care, Retirement, Disability Insurance, Retirement Planning, 401k
Education
University of Maryland College Park 1984 — 1989
B.A, Communication
University of Hartford
The Meltzer Group November 2007 - Present
New York Life Insurance Company June 1997 - July 2007
Skills
Insurance, Employee Benefits, Fixed Annuities, Credit, Mutual Funds, Life Insurance, Long-term Care, Retirement, Disability Insurance, Retirement Planning, 401k
Education
University of Maryland College Park 1984 — 1989
B.A, Communication
University of Hartford
Jolen Dolabany CLTC Jolen Dolabany CLTC's New York Life Insurance Company Experience 2011 - Present
Job Dedicated Financial Services Professional helping to protect families in Massachusetts
Industry Insurance
Experience
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company 2011 - Present
NaseCare February 2011 - June 2011
Dolabany Communications Group January 2005 - January 2010
DI Group January 2001 - December 2004
Spotwise 1986 - 1988
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments, 401k, Financial Services, IRAs, Insurance, Life Insurance, Marketing, Network Marketing..., Sales, Small Business, Strategic Planning, Wealth, Social Media, Team Building
Education
University of Illinois at Urbana-Champaign
BS, Communications, Honors
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company 2011 - Present
NaseCare February 2011 - June 2011
Dolabany Communications Group January 2005 - January 2010
DI Group January 2001 - December 2004
Spotwise 1986 - 1988
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments, 401k, Financial Services, IRAs, Insurance, Life Insurance, Marketing, Network Marketing..., Sales, Small Business, Strategic Planning, Wealth, Social Media, Team Building
Education
University of Illinois at Urbana-Champaign
BS, Communications, Honors
Craig LeClaire Craig LeClaire's New York Life Insurance Company Experience December 2009 - December 2010
Job Sr. Loan Officer at Peoples Mortgage
Industry Financial Services
Experience
Peoples Mortgage February 2013 - Present
Wallick & Volk June 2012 - January 2013
New York Life Insurance Company December 2009 - December 2010
Mackey Law Firm January 2009 - December 2009
EquiFirst January 2005 - September 2008
American One Mortgage 1999 - 2005
HomeGold 1995 - 1998
Education
University of Iowa 1984 — 1988
B.S. Finance, Finance
University of Iowa 1984 — 1988
BA, Finance
Spirit Lake High School 1980 — 1984
HS Diploma
Peoples Mortgage February 2013 - Present
Wallick & Volk June 2012 - January 2013
New York Life Insurance Company December 2009 - December 2010
Mackey Law Firm January 2009 - December 2009
EquiFirst January 2005 - September 2008
American One Mortgage 1999 - 2005
HomeGold 1995 - 1998
Education
University of Iowa 1984 — 1988
B.S. Finance, Finance
University of Iowa 1984 — 1988
BA, Finance
Spirit Lake High School 1980 — 1984
HS Diploma
Doug Marsh Doug Marsh's New York Life Insurance Company Experience November 2003 - December 2005
Job Wisconsin Architect, NCARB, LEED AP & Certified Lean Facilitator
Industry Facilities Services
Experience
Brown County of Wisconsin June 2011 - Present
Northeast Wisconsin Technical College September 2011 - November 2011
Marsh Achitecture June 2002 - June 2011
Fox Valley Technical College May 2007 - September 2009
Reserve Advisors, Inc. March 2006 - May 2007
New York Life Insurance Company November 2003 - December 2005
Performa, Inc. June 1997 - May 2002
Theda Clark Medical Center July 1995 - June 1996
Mutual Properties September 1990 - December 1995
Wenger-Marsh & Meier September 1991 - October 1994
Skills
Project Management, Cross-functional Team..., Management, Project Planning, Leadership, Construction Management, Process Improvement, Engineering, Team Building, Analysis, Construction, Facilities Management, Process Optimization, Budgets, Business Development, Leadership Development, Sustainability, AutoCAD, Fundraising, Teamwork, Team Leadership, LEED, Lean Manufacturing, Public Speaking, Microsoft Office, Ergonomics, Strategic Planning, Continuous Improvement
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Architecture
South Suburban College, Chicago, IL
Lean Facilitator Training
Homewood-Flossmoor High School
Brown County of Wisconsin June 2011 - Present
Northeast Wisconsin Technical College September 2011 - November 2011
Marsh Achitecture June 2002 - June 2011
Fox Valley Technical College May 2007 - September 2009
Reserve Advisors, Inc. March 2006 - May 2007
New York Life Insurance Company November 2003 - December 2005
Performa, Inc. June 1997 - May 2002
Theda Clark Medical Center July 1995 - June 1996
Mutual Properties September 1990 - December 1995
Wenger-Marsh & Meier September 1991 - October 1994
Skills
Project Management, Cross-functional Team..., Management, Project Planning, Leadership, Construction Management, Process Improvement, Engineering, Team Building, Analysis, Construction, Facilities Management, Process Optimization, Budgets, Business Development, Leadership Development, Sustainability, AutoCAD, Fundraising, Teamwork, Team Leadership, LEED, Lean Manufacturing, Public Speaking, Microsoft Office, Ergonomics, Strategic Planning, Continuous Improvement
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Architecture
South Suburban College, Chicago, IL
Lean Facilitator Training
Homewood-Flossmoor High School
Michael J. Corrigan CLTC Michael J. Corrigan CLTC's New York Life Insurance Company Experience March 1993 - Present
Job FINANCIAL ADVISER WITH EAGLE STRATEGIES, LLC
Industry Financial Services
Experience
NEW YORK LIFE INSURANCE COMPANY March 1993 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency March 1993 - Present
Merrill Lynch June 1988 - June 1990
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Investments, Guaranteed Lifetime..., Finance, Mutual Funds, Life Insurance, Strategic Financial..., Disability Insurance, IRAs, Retirement, Securities, Insurance, Financial Services
Education
University of Illinois at Urbana-Champaign 1972 — 1976
B.A., ECONOMICS, POLITICAL SCIENCE
Glenbard West High School, Glen Ellyn, IL
NEW YORK LIFE INSURANCE COMPANY March 1993 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency March 1993 - Present
Merrill Lynch June 1988 - June 1990
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Investments, Guaranteed Lifetime..., Finance, Mutual Funds, Life Insurance, Strategic Financial..., Disability Insurance, IRAs, Retirement, Securities, Insurance, Financial Services
Education
University of Illinois at Urbana-Champaign 1972 — 1976
B.A., ECONOMICS, POLITICAL SCIENCE
Glenbard West High School, Glen Ellyn, IL
Austin Postler's New York Life Insurance Company Experience July 2009 - January 2012
Job Sales Account Manager at TenantBase
Industry Commercial Real Estate
Experience
TenantBase October 2014 - Present
Wells Fargo Home Mortgage January 2012 - October 2014
New York Life Insurance Company July 2009 - January 2012
Young Professionals Connection January 2009 - December 2011
Skills
Mortgage Lending, Retirement Planning, Investments, Insurance, Fixed Annuities, Retirement, Life Insurance, Real Estate, Investment Properties, Mortgage Banking, Coaching, Strategic Financial..., Marketing, Financial Services, Customer Service, Leadership, Selling
Education
University of Iowa 2004 — 2009
Anthropology, Business Administration
TenantBase October 2014 - Present
Wells Fargo Home Mortgage January 2012 - October 2014
New York Life Insurance Company July 2009 - January 2012
Young Professionals Connection January 2009 - December 2011
Skills
Mortgage Lending, Retirement Planning, Investments, Insurance, Fixed Annuities, Retirement, Life Insurance, Real Estate, Investment Properties, Mortgage Banking, Coaching, Strategic Financial..., Marketing, Financial Services, Customer Service, Leadership, Selling
Education
University of Iowa 2004 — 2009
Anthropology, Business Administration
Lenna Lauricio's New York Life Insurance Company Experience March 2015 - Present
Job An administrative assistant known to "Keep Good Going"
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2013 - March 2015
New York Life Insurance Company May 2011 - July 2013
White House Black Market May 2010 - July 2010
Skills
Annuity Sales, Insurance, Gifting Strategies, Estate Planning, Key Person Protection, Protection..., Retirement Planning, Succession Planning, Thought Leadership, Time Management, Asset Protection, Multi-tasking Skills, Small Business, Leadership, Sales, Long-term Care, Disability Insurance, Protection..., Community Outreach, Team Building, 401k, Finance, Financial Planners, Marketing Communications, Public Speaking, Protection Planning, CRM, Microsoft Office, Customer Service, Marketing, Project Management, Event Planning, Social Networking, Microsoft Excel
Education
University of Hawaii Maui College
Associate of Arts and Sciences (AAS), Accounting
University of Hawaii-West Oahu 2012 — 2013
Bachelor of Arts (BA), Business Administration
University of Hawaii Maui College 2009 — 2011
Associate of Arts and Sciences (AAS), Business Careers
Lahainaluna High School 2005 — 2009
High School Diploma
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2013 - March 2015
New York Life Insurance Company May 2011 - July 2013
White House Black Market May 2010 - July 2010
Skills
Annuity Sales, Insurance, Gifting Strategies, Estate Planning, Key Person Protection, Protection..., Retirement Planning, Succession Planning, Thought Leadership, Time Management, Asset Protection, Multi-tasking Skills, Small Business, Leadership, Sales, Long-term Care, Disability Insurance, Protection..., Community Outreach, Team Building, 401k, Finance, Financial Planners, Marketing Communications, Public Speaking, Protection Planning, CRM, Microsoft Office, Customer Service, Marketing, Project Management, Event Planning, Social Networking, Microsoft Excel
Education
University of Hawaii Maui College
Associate of Arts and Sciences (AAS), Accounting
University of Hawaii-West Oahu 2012 — 2013
Bachelor of Arts (BA), Business Administration
University of Hawaii Maui College 2009 — 2011
Associate of Arts and Sciences (AAS), Business Careers
Lahainaluna High School 2005 — 2009
High School Diploma
John Paul Abenoja John Paul Abenoja's New York Life Insurance Company Experience November 2010 - Present
Job Agent with New York Life specializing in retirement, estate, distribution planning, insurance protection
Industry Financial Services
Experience
NYLIFE Securities LLC August 2011 - Present
New York Life Insurance Company November 2010 - Present
Hawaii Pacific Health June 2006 - February 2011
Akamine, Oyadomari, & Kosaki Certified Public Accountants, Inc. September 2005 - June 2006
Tax Relief Services February 2005 - June 2005
Skills
Retirement, Accounting, Retirement Planning, Wealth Preservation..., Annuity Sales, Licensed Life Insurance..., Protection..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Key Person Protection, Legacies, Licensed in Long-Term..., Multi-generational..., Multi-generational..., Multi-tasking Skills
Education
University of Hawaii at Manoa 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Moanalua High School
NYLIFE Securities LLC August 2011 - Present
New York Life Insurance Company November 2010 - Present
Hawaii Pacific Health June 2006 - February 2011
Akamine, Oyadomari, & Kosaki Certified Public Accountants, Inc. September 2005 - June 2006
Tax Relief Services February 2005 - June 2005
Skills
Retirement, Accounting, Retirement Planning, Wealth Preservation..., Annuity Sales, Licensed Life Insurance..., Protection..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Key Person Protection, Legacies, Licensed in Long-Term..., Multi-generational..., Multi-generational..., Multi-tasking Skills
Education
University of Hawaii at Manoa 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Moanalua High School
Glenn A. Ferber's New York Life Insurance Company Experience May 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2009 - Present
GLENN CHARLES FINANCIAL June 2012 - Present
Skills
Insurance, Retirement, Life Insurance, Retirement Planning, Fixed Annuities, Financial Services, Finance, Long-term Care, Term Life Insurance, Small Business, Long Term Care Insurance, IRAs, Mutual Funds, Disability Insurance, Estate Planning
Education
University of Florida 1973 — 1978
Business & Education
Southwest Miami Senior High School 1968 — 1972
New York Life Insurance Company May 2009 - Present
GLENN CHARLES FINANCIAL June 2012 - Present
Skills
Insurance, Retirement, Life Insurance, Retirement Planning, Fixed Annuities, Financial Services, Finance, Long-term Care, Term Life Insurance, Small Business, Long Term Care Insurance, IRAs, Mutual Funds, Disability Insurance, Estate Planning
Education
University of Florida 1973 — 1978
Business & Education
Southwest Miami Senior High School 1968 — 1972
Mark A. Ginsberg Mark A. Ginsberg's New York Life Insurance Company Experience February 1995 - February 2005
Job CEO | TRUSTED ADVISOR | HR OUTSOURCING |MBA
Industry Human Resources
Experience
Staff One, Inc. HR OUTSOURCING 2012 - Present
Triune Systems October 2014 - March 2015
SOI November 2011 - August 2012
MPC FINANCIAL GROUP, LLC January 2005 - December 2011
NEW YORK LIFE INSURANCE COMPANY February 1995 - February 2005
BANK OF AMERICA January 1993 - January 1995
SAN DIEGO TRUST September 1991 - August 1993
Skills
New Business Development, Selling, Business Development, Sales Operations, Sales, CRM, Cold Calling, Marketing Strategy, Start-ups, Management, Business Strategy, Marketing, Customer Retention, Customer Satisfaction, Account Management, Sales Process, SaaS, Strategic Planning, Strategy, Performance Management
Education
University of Iowa 1981 — 1984
Master of Business Administration (MBA)
Sigma Chi
Staff One, Inc. HR OUTSOURCING 2012 - Present
Triune Systems October 2014 - March 2015
SOI November 2011 - August 2012
MPC FINANCIAL GROUP, LLC January 2005 - December 2011
NEW YORK LIFE INSURANCE COMPANY February 1995 - February 2005
BANK OF AMERICA January 1993 - January 1995
SAN DIEGO TRUST September 1991 - August 1993
Skills
New Business Development, Selling, Business Development, Sales Operations, Sales, CRM, Cold Calling, Marketing Strategy, Start-ups, Management, Business Strategy, Marketing, Customer Retention, Customer Satisfaction, Account Management, Sales Process, SaaS, Strategic Planning, Strategy, Performance Management
Education
University of Iowa 1981 — 1984
Master of Business Administration (MBA)
Sigma Chi
Anthony E. Grant Anthony E. Grant's New York Life Insurance Company Experience December 2013 - Present
Job Licensed Agent at New York Life Insurance. Dedicated to helping Individuals, Families & Business owners in Connecticut.
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
Aetna June 2004 - December 2013
Webster Bank July 1997 - July 2008
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, 401k Rollovers, Annuity Sales, Business Exit Strategy, Buisness Succession..., Legacy Planning, Retirement Planning, Permanent Life Insurance, Asset Protection, Lifetime Income..., Education Funding..., Business Insurance...
Education
University of Hartford
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Hartford
New York Life Insurance Company December 2013 - Present
Aetna June 2004 - December 2013
Webster Bank July 1997 - July 2008
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, 401k Rollovers, Annuity Sales, Business Exit Strategy, Buisness Succession..., Legacy Planning, Retirement Planning, Permanent Life Insurance, Asset Protection, Lifetime Income..., Education Funding..., Business Insurance...
Education
University of Hartford
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Hartford
Bryan Minzenmeyer's New York Life Insurance Company Experience June 2011 - January 2012
Job "If you are prepared, you are confident, and will do the job."
Industry Marketing and Advertising
Experience
Rice University August 2013 - Present
Colorado Knights Baseball April 2013 - August 2013
Cbeyond October 2012 - April 2013
Baseball USA/C2 Baseball May 2012 - August 2012
Certified Concepts LLC. January 2012 - May 2012
New York Life Insurance Company June 2011 - January 2012
East Chambers ISD May 2010 - June 2011
Skills
Lead Generation, Microsoft Office, Research, Public Speaking, Sales, Marketing Strategy, Strategic Planning, Photoshop, Customer Service, Budgets, Advertising, Leadership
Education
University of Houston 2008 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Wharton County Junior College 2006 — 2008
Associate of Arts (AA), General Studies
Rice University August 2013 - Present
Colorado Knights Baseball April 2013 - August 2013
Cbeyond October 2012 - April 2013
Baseball USA/C2 Baseball May 2012 - August 2012
Certified Concepts LLC. January 2012 - May 2012
New York Life Insurance Company June 2011 - January 2012
East Chambers ISD May 2010 - June 2011
Skills
Lead Generation, Microsoft Office, Research, Public Speaking, Sales, Marketing Strategy, Strategic Planning, Photoshop, Customer Service, Budgets, Advertising, Leadership
Education
University of Houston 2008 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Wharton County Junior College 2006 — 2008
Associate of Arts (AA), General Studies
Kaitlyn Odell's New York Life Insurance Company Experience April 2010 - August 2010
Job Senior Business Advisor for the Ernst & Young Financial Services Office
Industry Management Consulting
Experience
Ernst & Young October 2013 - Present
Ernst & Young January 2012 - October 2013
Ernst & Young June 2011 - August 2011
Gamma Iota Sigma January 2011 - May 2011
Terry College of Business September 2010 - May 2011
Economics Society May 2010 - May 2011
Terry College of Business April 2010 - May 2011
Golden Key International Honour Society - University of Georgia Chapter November 2009 - May 2011
Leadership UGA September 2010 - December 2010
New York Life Insurance Company April 2010 - August 2010
Skills
Program Management, Project Management, Process Improvement, Recruiting, Public Speaking, Time Management, Visio, Analysis, Governance, Leadership, Management, Current State Assessment, Quality Management, ITIL, Financial Analysis, Research, PowerPoint, Microsoft Excel, Risk Management, Microsoft Office, Management Consulting, Microsoft Visio, Process Flow..., APRM, Problem Solving, Regulatory Reporting
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration in Economics & Risk Management and Insurance, Economics & Risk Management and Insurance
University of Georgia - Terry College of Business 2007 — 2011
B.B.A. in Economics; B.B.A. in Risk Management & Insurance
Ernst & Young October 2013 - Present
Ernst & Young January 2012 - October 2013
Ernst & Young June 2011 - August 2011
Gamma Iota Sigma January 2011 - May 2011
Terry College of Business September 2010 - May 2011
Economics Society May 2010 - May 2011
Terry College of Business April 2010 - May 2011
Golden Key International Honour Society - University of Georgia Chapter November 2009 - May 2011
Leadership UGA September 2010 - December 2010
New York Life Insurance Company April 2010 - August 2010
Skills
Program Management, Project Management, Process Improvement, Recruiting, Public Speaking, Time Management, Visio, Analysis, Governance, Leadership, Management, Current State Assessment, Quality Management, ITIL, Financial Analysis, Research, PowerPoint, Microsoft Excel, Risk Management, Microsoft Office, Management Consulting, Microsoft Visio, Process Flow..., APRM, Problem Solving, Regulatory Reporting
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration in Economics & Risk Management and Insurance, Economics & Risk Management and Insurance
University of Georgia - Terry College of Business 2007 — 2011
B.B.A. in Economics; B.B.A. in Risk Management & Insurance
Lily Tran Lily Tran's New York Life Insurance Company Experience July 2013 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company May 2012 - May 2013
Skills
Training, Coaching, Curriculum Development, Financial Services, Instructor-led Training, Sales Rep Training, Job Coaching, Performance Consulting, Training Delivery, Organizational..., Agent Development, Training & Development, Business Planning, Executive Management, Life Insurance..., Operations Management, Employee Training, Career Development, Retirement Income..., Mentoring, Risk Management, Training Facilitation, Retirement Planning, Team Leadership, Social Networking, Public Speaking, Microsoft Excel, Microsoft Office, Management, Leadership, Event Planning, Customer Service, Insurance
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Risk Management and Insurance
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company May 2012 - May 2013
Skills
Training, Coaching, Curriculum Development, Financial Services, Instructor-led Training, Sales Rep Training, Job Coaching, Performance Consulting, Training Delivery, Organizational..., Agent Development, Training & Development, Business Planning, Executive Management, Life Insurance..., Operations Management, Employee Training, Career Development, Retirement Income..., Mentoring, Risk Management, Training Facilitation, Retirement Planning, Team Leadership, Social Networking, Public Speaking, Microsoft Excel, Microsoft Office, Management, Leadership, Event Planning, Customer Service, Insurance
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Risk Management and Insurance
Cyprianne Rookwood's New York Life Insurance Company Experience January 2012 - April 2013
Job Student Research Fellow at University of Florida Fredric G. Levin College of Law
Industry Legal Services
Experience
The Eighth Judicial Circuit of Florida June 2015 - Present
University of Florida - Fredric G. Levin College of Law February 2015 - Present
New York Life Insurance Company January 2012 - April 2013
University of Miami January 2010 - May 2011
Phillips Lanier October 2010 - December 2010
Katzman Garfinkel & Berger June 2008 - August 2008
Skills
High Analytical Skills, Legal Research, Effective Written and..., Detailed Organization, Grasp New Concepts..., Training, Youth Mentoring, Strategic Planning, Technical Writing, Legal Writing, Customer Support, Microsoft Office, Computer Proficiency, Team Leadership, Team Building, Teamwork, Dependable Team Player, Tutoring, Public Speaking, Social Networking, Spanish, Microsoft Excel, PowerPoint, Research, Community Outreach, Leadership, Event Planning, Microsoft Word, Customer Service, Editing, Time Management
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctor (J.D.), Family Law/Juvenile Justice & Criminal Law
University of Miami
Bachelor’s Degree, Philosophy and English
The Eighth Judicial Circuit of Florida June 2015 - Present
University of Florida - Fredric G. Levin College of Law February 2015 - Present
New York Life Insurance Company January 2012 - April 2013
University of Miami January 2010 - May 2011
Phillips Lanier October 2010 - December 2010
Katzman Garfinkel & Berger June 2008 - August 2008
Skills
High Analytical Skills, Legal Research, Effective Written and..., Detailed Organization, Grasp New Concepts..., Training, Youth Mentoring, Strategic Planning, Technical Writing, Legal Writing, Customer Support, Microsoft Office, Computer Proficiency, Team Leadership, Team Building, Teamwork, Dependable Team Player, Tutoring, Public Speaking, Social Networking, Spanish, Microsoft Excel, PowerPoint, Research, Community Outreach, Leadership, Event Planning, Microsoft Word, Customer Service, Editing, Time Management
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctor (J.D.), Family Law/Juvenile Justice & Criminal Law
University of Miami
Bachelor’s Degree, Philosophy and English
Hannah Monson Hannah Monson's New York Life Insurance Company Experience AgentNew York Life Insurance Company2012 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life Insurance Company AgentNew York Life Insurance Company2012 - Present
Skills
Leadership, Customer Service, Small Business, Retirement, Insurance, Long-term Care, Finance, Analysis, Fixed Annuities, Entrepreneurship, IRAs, Training, Employee Benefits, Mutual Funds, Term Life Insurance, Sales, Retirement Planning, Life Insurance, Marketing, Strategic Planning, Investments, Whole Life, Long Term Care Insurance
Education
University of Hawaii at Manoa 2007 — 2012
New York Life Insurance Company AgentNew York Life Insurance Company2012 - Present
Skills
Leadership, Customer Service, Small Business, Retirement, Insurance, Long-term Care, Finance, Analysis, Fixed Annuities, Entrepreneurship, IRAs, Training, Employee Benefits, Mutual Funds, Term Life Insurance, Sales, Retirement Planning, Life Insurance, Marketing, Strategic Planning, Investments, Whole Life, Long Term Care Insurance
Education
University of Hawaii at Manoa 2007 — 2012
Derrick Cabrera's New York Life Insurance Company Experience April 2015 - Present
Job Agent at New York Life Insurance Company
Industry Education Management
Experience
New York Life Insurance Company April 2015 - Present
CEC January 2007 - Present
National Foundation of Alpha Psi Lambda March 2012 - December 2013
Skills
Student Affairs, Training, Campus, Teaching, Accounting, Entrepreneurship, Curriculum Assessment, Student Financial Aid, Business Analysis, Retail, Retaining Customers, PeopleSoft, Enrollment Management, Fundraising, Public Speaking, Leadership Development, Staff Development, Higher Education, Leadership, Admissions
Education
University of Illinois at Chicago 1991 — 1993
Criminal Justice
Steinmetz Academy 1987 — 1991
High School
New York Life Insurance Company April 2015 - Present
CEC January 2007 - Present
National Foundation of Alpha Psi Lambda March 2012 - December 2013
Skills
Student Affairs, Training, Campus, Teaching, Accounting, Entrepreneurship, Curriculum Assessment, Student Financial Aid, Business Analysis, Retail, Retaining Customers, PeopleSoft, Enrollment Management, Fundraising, Public Speaking, Leadership Development, Staff Development, Higher Education, Leadership, Admissions
Education
University of Illinois at Chicago 1991 — 1993
Criminal Justice
Steinmetz Academy 1987 — 1991
High School
William Sum William Sum's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
Kazy's Gourmet September 2009 - November 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Inventory Management, Marketing, Marketing Strategy, Negotiation, Financial Analysis, Leadership, PowerPoint, Public Speaking, Sales, Strategic Planning, Team Building, Outlook
Education
University of Houston-Downtown 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
UH
New York Life Insurance Company January 2015 - Present
Kazy's Gourmet September 2009 - November 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Inventory Management, Marketing, Marketing Strategy, Negotiation, Financial Analysis, Leadership, PowerPoint, Public Speaking, Sales, Strategic Planning, Team Building, Outlook
Education
University of Houston-Downtown 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
UH
Kim Loan Nguyen Kim Loan Nguyen's New York Life Insurance Company Experience June 2014 - Present
Job Licensed Agent
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
Diversified Information Technologies May 2000 - January 2006
Skills
Retirement Planning, Protection Planning, Wealth Preservation..., Marketing, Term Life Insurance, Whole Life, Universal Life
Education
University of Houston-Downtown 2008 — 2013
Bachelor's degree, Accounting and Finance
New York Life Insurance Company June 2014 - Present
Diversified Information Technologies May 2000 - January 2006
Skills
Retirement Planning, Protection Planning, Wealth Preservation..., Marketing, Term Life Insurance, Whole Life, Universal Life
Education
University of Houston-Downtown 2008 — 2013
Bachelor's degree, Accounting and Finance
Albert Molina Albert Molina's New York Life Insurance Company Experience 2009 - 2012
Job Client Relationship Manager
Industry Packaging and Containers
Experience
Ernest Packaging Solutions July 2015 - Present
TruGreen LandCare January 2014 - January 2015
Cintas July 2012 - December 2013
New York Life Insurance Company 2009 - 2012
Aflac 2006 - 2012
Skills
Strategic Planning, Business Strategy, Event Planning, New Business Development, Event Management, Start-ups, Team Building, Sales Management, Leadership, Negotiation, Customer Service, Spanish-speaking, Spanish-English, Sales, Business Development, Contract Negotiation, Account Management, Management
Education
University of Houston 2007 — 2011
Bachelor’s Degree, History
Bellaire High School 1994 — 1997
Ernest Packaging Solutions July 2015 - Present
TruGreen LandCare January 2014 - January 2015
Cintas July 2012 - December 2013
New York Life Insurance Company 2009 - 2012
Aflac 2006 - 2012
Skills
Strategic Planning, Business Strategy, Event Planning, New Business Development, Event Management, Start-ups, Team Building, Sales Management, Leadership, Negotiation, Customer Service, Spanish-speaking, Spanish-English, Sales, Business Development, Contract Negotiation, Account Management, Management
Education
University of Houston 2007 — 2011
Bachelor’s Degree, History
Bellaire High School 1994 — 1997
Caiqin Li, MBA Caiqin Li, MBA's New York Life Insurance Company Experience July 2011 - June 2012
Job AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors July 2012 - Present
New York Life Insurance Company July 2011 - June 2012
Barry University 2011 - 2011
AXA Equitable 2011 - 2011
University of South Florida 2008 - 2009
University of Minnesota September 2005 - September 2008
Shanghai No.8 High School July 1997 - February 2002
Skills
Financial Needs Analysis, Retirement Planning, Education, Long-term Care, Business Succession..., Charitable Giving..., Executive Benefits..., Estate Planning...
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
Master, MBA
University of Minnesota-Twin Cities 2005 — 2008
Master, Medical Science
AXA Advisors July 2012 - Present
New York Life Insurance Company July 2011 - June 2012
Barry University 2011 - 2011
AXA Equitable 2011 - 2011
University of South Florida 2008 - 2009
University of Minnesota September 2005 - September 2008
Shanghai No.8 High School July 1997 - February 2002
Skills
Financial Needs Analysis, Retirement Planning, Education, Long-term Care, Business Succession..., Charitable Giving..., Executive Benefits..., Estate Planning...
Education
University of Florida - Warrington College of Business Administration 2008 — 2010
Master, MBA
University of Minnesota-Twin Cities 2005 — 2008
Master, Medical Science
Ken Williams Ken Williams's New York Life Insurance Company Experience August 1989 - September 1996
Job Technology Sales Leader & Business Advisor, Investor
Industry Outsourcing/Offshoring
Experience
Entrepreneuer February 2015 - Present
TriNet SOI February 2004 - February 2015
Surmount Insurance Services, an IAG company 2014 - 2015
Surmount Insurance Services, an IAG company 2014 - 2015
SOI 2001 - 2004
SOI October 1998 - July 2000
SOI March 1998 - October 1998
Paychex 1996 - 1998
New York Life Insurance Company August 1989 - September 1996
Skills
Employee Benefits, Recruiting, Human Resources, Leadership, Sales, CRM, Sales Management, Benefits Administration, Direct Sales, Workers Compensation, HR Consulting, Account Management, Health Insurance, Cold Calling, Insurance, Sales Process, Payroll, Performance Management, HRIS, Employee Relations, Talent Acquisition, Onboarding, Personnel Management, 401k, Applicant Tracking..., Team Building, PEO, Outsourcing, Customer Retention, Talent Management, Payroll Services, Employee Training, Deferred Compensation, Finance, Risk Management, HRO, Temporary Placement, Succession Planning, Benefits, Disability Insurance, Technical Recruiting, College Recruiting, BPO, HR Policies, Employee Engagement, Organizational..., Staffing Services, Temporary Staffing, COBRA, New Hire Orientations
Education
University of Georgia - Terry College of Business 1984 — 1989
Economics
Entrepreneuer February 2015 - Present
TriNet SOI February 2004 - February 2015
Surmount Insurance Services, an IAG company 2014 - 2015
Surmount Insurance Services, an IAG company 2014 - 2015
SOI 2001 - 2004
SOI October 1998 - July 2000
SOI March 1998 - October 1998
Paychex 1996 - 1998
New York Life Insurance Company August 1989 - September 1996
Skills
Employee Benefits, Recruiting, Human Resources, Leadership, Sales, CRM, Sales Management, Benefits Administration, Direct Sales, Workers Compensation, HR Consulting, Account Management, Health Insurance, Cold Calling, Insurance, Sales Process, Payroll, Performance Management, HRIS, Employee Relations, Talent Acquisition, Onboarding, Personnel Management, 401k, Applicant Tracking..., Team Building, PEO, Outsourcing, Customer Retention, Talent Management, Payroll Services, Employee Training, Deferred Compensation, Finance, Risk Management, HRO, Temporary Placement, Succession Planning, Benefits, Disability Insurance, Technical Recruiting, College Recruiting, BPO, HR Policies, Employee Engagement, Organizational..., Staffing Services, Temporary Staffing, COBRA, New Hire Orientations
Education
University of Georgia - Terry College of Business 1984 — 1989
Economics
Conrad Kutterer Conrad Kutterer's New York Life Insurance Company Experience April 2010 - August 2010
Job Systems Analyst at Micron Technology
Industry Semiconductors
Experience
Micron Technology December 2014 - Present
Micron Technology January 2012 - December 2014
US Army August 2010 - October 2012
New York Life Insurance Company April 2010 - August 2010
Skills
Time Management, Organization, Project Management, Production Planning, Statistical Data..., Microsoft Office, QuickBooks, Arena Simulation..., Communication, Learning Quickly, Enthusiasm to learn, ANOVA, Vlookup, Financial Modeling, Data Modeling, Statistical Modeling, Predictive Modeling, Leadership, Influence Without..., Identifying Client Needs, Identifying Trends, Identifying Process..., Delivering Results, Delivering Solutions, Quality Control, Inventory Control, Continuous Improvement, Process Improvement, Team Leadership
Education
University of Idaho 2003 — 2009
Bachelor of Science (B.S.), Production and Operations Management
University of Idaho 2003 — 2009
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Micron Technology December 2014 - Present
Micron Technology January 2012 - December 2014
US Army August 2010 - October 2012
New York Life Insurance Company April 2010 - August 2010
Skills
Time Management, Organization, Project Management, Production Planning, Statistical Data..., Microsoft Office, QuickBooks, Arena Simulation..., Communication, Learning Quickly, Enthusiasm to learn, ANOVA, Vlookup, Financial Modeling, Data Modeling, Statistical Modeling, Predictive Modeling, Leadership, Influence Without..., Identifying Client Needs, Identifying Trends, Identifying Process..., Delivering Results, Delivering Solutions, Quality Control, Inventory Control, Continuous Improvement, Process Improvement, Team Leadership
Education
University of Idaho 2003 — 2009
Bachelor of Science (B.S.), Production and Operations Management
University of Idaho 2003 — 2009
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Dylan Riley Dylan Riley's New York Life Insurance Company Experience June 2008 - July 2008
Job Senior Analyst Risk Underwriting at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. August 2013 - Present
Ally Financial Inc. June 2013 - August 2013
Ally Financial Inc. July 2011 - June 2013
Sherwin Williams June 2010 - August 2011
Sherwin Williams June 2009 - June 2010
New York Life Insurance Company June 2008 - July 2008
Skills
Credit Analysis, Financial Risk, Commercial Lending, Financial Analysis, Customer Service, Leadership
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Ally Financial Inc. August 2013 - Present
Ally Financial Inc. June 2013 - August 2013
Ally Financial Inc. July 2011 - June 2013
Sherwin Williams June 2010 - August 2011
Sherwin Williams June 2009 - June 2010
New York Life Insurance Company June 2008 - July 2008
Skills
Credit Analysis, Financial Risk, Commercial Lending, Financial Analysis, Customer Service, Leadership
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Sarah Lohrey's New York Life Insurance Company Experience July 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
Latest Craze Productions October 2014 - Present
Omni Hotels & Resorts August 2012 - August 2014
LGO March 2010 - August 2012
Skills
Licensed Life and..., Life Insurance..., Personal Finance, Retirement Income..., Succession Planning, Protection..., Wealth Preservation..., Leadership, Event Coordination, Customer Satisfaction, Customer Service, Marketing, Social Media, Event Planning
Education
University of Idaho 2006 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Idaho 2006 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
New York Life Insurance Company July 2015 - Present
Latest Craze Productions October 2014 - Present
Omni Hotels & Resorts August 2012 - August 2014
LGO March 2010 - August 2012
Skills
Licensed Life and..., Life Insurance..., Personal Finance, Retirement Income..., Succession Planning, Protection..., Wealth Preservation..., Leadership, Event Coordination, Customer Satisfaction, Customer Service, Marketing, Social Media, Event Planning
Education
University of Idaho 2006 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Idaho 2006 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs
Jahzel Fristo Jahzel Fristo's New York Life Insurance Company Experience May 2015 - Present
Job Agent at New York Life Insurance Campany
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
University of Iowa Recreational Services November 2013 - May 2015
Nationwide Insurance May 2014 - August 2014
Jans Lawn Care and Landscaping May 2013 - August 2013
Des Moines Performing Arts September 2008 - December 2012
Skills
Customer Service, Public Speaking, Social Networking, Time Management, Leadership, Life Insurance, Estate Planning, Networking
Education
University of Iowa 2011 — 2016
Anticipated BBA in, Accounting and Finance
New York Life Insurance Company May 2015 - Present
University of Iowa Recreational Services November 2013 - May 2015
Nationwide Insurance May 2014 - August 2014
Jans Lawn Care and Landscaping May 2013 - August 2013
Des Moines Performing Arts September 2008 - December 2012
Skills
Customer Service, Public Speaking, Social Networking, Time Management, Leadership, Life Insurance, Estate Planning, Networking
Education
University of Iowa 2011 — 2016
Anticipated BBA in, Accounting and Finance
Chris Suzuki Chris Suzuki's New York Life Insurance Company Experience March 2011 - December 2011
Job Composer and Arranger
Industry Music
Experience
Chris Suzuki - Composer and Arranger March 2008 - Present
Locations Hawaii May 2015 - Present
Title Guaranty February 2015 - April 2015
Title Guaranty July 2012 - April 2015
New York Life Insurance Company March 2011 - December 2011
Honolulu Symphony November 2007 - May 2008
University of Hawaii Bookstore June 2003 - January 2007
Skills
Finale, Microsoft Office, Microsoft Excel, Microsoft Word, Accurate Data Entry, Music editing, Video editing, Music composition, Music arranging, Music Transcription, Music Notation, Editing, Composition, File Management, Close Attention to..., Music, Recording, Singing, Classical, Orchestration, Music Theory, Chamber Music, Notation, Choral, Arranging
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Music, Music Composition and Business
Lanakila Baptist High School
Chris Suzuki - Composer and Arranger March 2008 - Present
Locations Hawaii May 2015 - Present
Title Guaranty February 2015 - April 2015
Title Guaranty July 2012 - April 2015
New York Life Insurance Company March 2011 - December 2011
Honolulu Symphony November 2007 - May 2008
University of Hawaii Bookstore June 2003 - January 2007
Skills
Finale, Microsoft Office, Microsoft Excel, Microsoft Word, Accurate Data Entry, Music editing, Video editing, Music composition, Music arranging, Music Transcription, Music Notation, Editing, Composition, File Management, Close Attention to..., Music, Recording, Singing, Classical, Orchestration, Music Theory, Chamber Music, Notation, Choral, Arranging
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Music, Music Composition and Business
Lanakila Baptist High School
Ellias Karwashan Ellias Karwashan's New York Life Insurance Company Experience July 2014 - July 2015
Job NFP
Industry Insurance
Experience
NFP Health August 2015 - Present
New York Life Insurance Company July 2014 - July 2015
Miracle Car Wash October 2008 - May 2013
Roger Williams Medical Center May 2008 - October 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Higher Education, Statistics, Photoshop, Event Planning, Customer Service, Data Analysis, Teamwork, PCR, Cpr Certified, Cell Culture, Financial Planning
Education
Temple University School of Podiatric Medicine 2010 — 2013
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Biochemistry, 3.0
NFP Health August 2015 - Present
New York Life Insurance Company July 2014 - July 2015
Miracle Car Wash October 2008 - May 2013
Roger Williams Medical Center May 2008 - October 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Higher Education, Statistics, Photoshop, Event Planning, Customer Service, Data Analysis, Teamwork, PCR, Cpr Certified, Cell Culture, Financial Planning
Education
Temple University School of Podiatric Medicine 2010 — 2013
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Biochemistry, 3.0
Ashley Ye Ashley Ye's New York Life Insurance Company Experience 2015 - Present
Job Agent at New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
Skills
Financial Services, Asset Protection, Business Planning, Education Funding, Licensed Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Planning, Risk Management, Term Life Insurance, Customer Service, Creative Problem Solving
Education
University of Houston 2010 — 2014
Bachelor's degree, Finance, General
New York Life Insurance Company 2015 - Present
Skills
Financial Services, Asset Protection, Business Planning, Education Funding, Licensed Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Planning, Risk Management, Term Life Insurance, Customer Service, Creative Problem Solving
Education
University of Houston 2010 — 2014
Bachelor's degree, Finance, General
Lawrence Tiller Lawrence Tiller's New York Life Insurance Company Experience May 2015 - August 2015
Job Investor Reporting Specialist
Industry Banking
Experience
First Republic Bank August 2015 - Present
New York Life Insurance Company May 2015 - August 2015
Bank of America February 2012 - December 2014
Bank of America November 2010 - February 2012
Aeropostale July 2010 - October 2010
Abercrombie & Fitch January 2010 - June 2010
Skills
Sales, Life Insurance, Retirement Planning, IRAs, Marketing, Roth IRA, Financial Planning, Business Planning, Fixed Annuities, Inventory Management, Foreclosures, Mortgage Banking, Management, Customer Service, Loss Prevention, Retail, Loans, Customer Satisfaction, Banking, Time Management, Outlook, Microsoft Excel, Data Entry, Leadership, Mortgage Lending, Collections, Loss Mitigation, Loan Modifications, Short Sales, Deed in Lieu, Human Resources, Operations Management, Quality Assurance, Employee Training, Training, Recruiting, Mortgage Servicing, Loan Servicing, Asset Protection, Buy-sell Agreements, Employee Benefits
Education
University of Houston 2004 — 2008
Bachelor's Degree, Business Administration and Management, General, 3.09
University of Houston 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
First Republic Bank August 2015 - Present
New York Life Insurance Company May 2015 - August 2015
Bank of America February 2012 - December 2014
Bank of America November 2010 - February 2012
Aeropostale July 2010 - October 2010
Abercrombie & Fitch January 2010 - June 2010
Skills
Sales, Life Insurance, Retirement Planning, IRAs, Marketing, Roth IRA, Financial Planning, Business Planning, Fixed Annuities, Inventory Management, Foreclosures, Mortgage Banking, Management, Customer Service, Loss Prevention, Retail, Loans, Customer Satisfaction, Banking, Time Management, Outlook, Microsoft Excel, Data Entry, Leadership, Mortgage Lending, Collections, Loss Mitigation, Loan Modifications, Short Sales, Deed in Lieu, Human Resources, Operations Management, Quality Assurance, Employee Training, Training, Recruiting, Mortgage Servicing, Loan Servicing, Asset Protection, Buy-sell Agreements, Employee Benefits
Education
University of Houston 2004 — 2008
Bachelor's Degree, Business Administration and Management, General, 3.09
University of Houston 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jose D. Cardenas Jose D. Cardenas's New York Life Insurance Company Experience September 2013 - August 2015
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
Linares Insurance Agency October 2013 - Present
New York Life Insurance Company September 2013 - August 2015
State Farm Insurance November 2009 - September 2013
John H. Stroger, Jr. Hospital of Cook County May 2007 - August 2009
Skills
Insurance, Health Insurance, Long-term Care, Managed Care, Healthcare, Public Speaking, Customer Service, Employee Benefits, Leadership, Outlook, Vital Signs, Time Management, Microsoft Office, Microsoft Word, Retirement, Term Life Insurance, Life Insurance
Education
University of Illinois at Chicago 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Linares Insurance Agency October 2013 - Present
New York Life Insurance Company September 2013 - August 2015
State Farm Insurance November 2009 - September 2013
John H. Stroger, Jr. Hospital of Cook County May 2007 - August 2009
Skills
Insurance, Health Insurance, Long-term Care, Managed Care, Healthcare, Public Speaking, Customer Service, Employee Benefits, Leadership, Outlook, Vital Signs, Time Management, Microsoft Office, Microsoft Word, Retirement, Term Life Insurance, Life Insurance
Education
University of Illinois at Chicago 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Trace Takata Trace Takata's New York Life Insurance Company Experience January 2014 - July 2014
Job Trust Operations Specialist at Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii October 2014 - Present
New York Life Insurance Company January 2014 - July 2014
University of Hawaii July 2011 - May 2014
Skills
Leadership, Finance, Communication, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Customer Service, Social Media, Management, Event Planning, Social Networking
Education
University of Hawaii at Manoa 2010 — 2014
Bachelor of Business Administration in Finance
Hawaii Baptist Academy 2004 — 2010
Bank of Hawaii October 2014 - Present
New York Life Insurance Company January 2014 - July 2014
University of Hawaii July 2011 - May 2014
Skills
Leadership, Finance, Communication, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Customer Service, Social Media, Management, Event Planning, Social Networking
Education
University of Hawaii at Manoa 2010 — 2014
Bachelor of Business Administration in Finance
Hawaii Baptist Academy 2004 — 2010
Jon Ellis Pangilinan Jon Ellis Pangilinan's New York Life Insurance Company Experience March 2013 - September 2014
Job Photobooth provider at Milestones & Moments Hawaii LLC
Industry Events Services
Experience
Milestones & Moments Hawaii LLC January 2012 - Present
New York Life Insurance Company March 2013 - September 2014
State of Hawaii July 2009 - June 2011
Island Pacific Academy September 2008 - May 2009
State of Hawaii December 2007 - May 2008
State of Hawaii August 2005 - November 2007
State of Hawaii January 2005 - May 2005
Skills
Management, Public Speaking, Research, Microsoft Office, Teaching, Program Management, Customer Service, Event Planning, Leadership, Sales, Strategic Planning
Education
University of Hawaii at Manoa 2002 — 2004
Bachelor of Arts (B.A.), Economics
University of the Philippines Diliman 1998 — 2000
BS, Economics
Milestones & Moments Hawaii LLC January 2012 - Present
New York Life Insurance Company March 2013 - September 2014
State of Hawaii July 2009 - June 2011
Island Pacific Academy September 2008 - May 2009
State of Hawaii December 2007 - May 2008
State of Hawaii August 2005 - November 2007
State of Hawaii January 2005 - May 2005
Skills
Management, Public Speaking, Research, Microsoft Office, Teaching, Program Management, Customer Service, Event Planning, Leadership, Sales, Strategic Planning
Education
University of Hawaii at Manoa 2002 — 2004
Bachelor of Arts (B.A.), Economics
University of the Philippines Diliman 1998 — 2000
BS, Economics
Almitra Wesley Almitra Wesley's New York Life Insurance Company Experience January 2013 - Present
Job A
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
AMI Personal Services January 2011 - Present
Vangent, Inc. August 2010 - December 2010
Citi November 2008 - June 2010
ASAP Auto Shipping November 2008 - November 2009
Skills
Highly Analytical, Lotus Notes, Spreadsheets, Customer Service, Decision Making, Client Handling, Troubleshooting, Microsoft Office, Attention To Detail, Clerical Skills, Data Interpretation, serving, Customer Relations, Teamwork, Listening Skills, PowerPoint, Excel, Accuracy, Outlook
Education
University of Florida 2005 — 2007
Sociology
George S. Middleton High School 2001 — 2005
Diploma
New York Life Insurance Company January 2013 - Present
AMI Personal Services January 2011 - Present
Vangent, Inc. August 2010 - December 2010
Citi November 2008 - June 2010
ASAP Auto Shipping November 2008 - November 2009
Skills
Highly Analytical, Lotus Notes, Spreadsheets, Customer Service, Decision Making, Client Handling, Troubleshooting, Microsoft Office, Attention To Detail, Clerical Skills, Data Interpretation, serving, Customer Relations, Teamwork, Listening Skills, PowerPoint, Excel, Accuracy, Outlook
Education
University of Florida 2005 — 2007
Sociology
George S. Middleton High School 2001 — 2005
Diploma
Felicia (Froehling) Murphy's New York Life Insurance Company Experience 1995 - 1997
Job Sales Professional
Industry Pharmaceuticals
Experience
ReminderMedia May 2010 - Present
Eli Lilly and Company August 2001 - November 2009
Procter & Gamble June 1997 - August 2001
New York Life Insurance Company 1995 - 1997
Aetna 1990 - 1995
Skills
Sales, Pharmaceutical Sales, Leadership, Marketing, Pharmaceutical Industry, Managed Care
Education
University of Florida 1985 — 1990
Bachelor of Science in Business Administration, Finance
ReminderMedia May 2010 - Present
Eli Lilly and Company August 2001 - November 2009
Procter & Gamble June 1997 - August 2001
New York Life Insurance Company 1995 - 1997
Aetna 1990 - 1995
Skills
Sales, Pharmaceutical Sales, Leadership, Marketing, Pharmaceutical Industry, Managed Care
Education
University of Florida 1985 — 1990
Bachelor of Science in Business Administration, Finance
William M. Mulvaney William M. Mulvaney's New York Life Insurance Company Experience 1989 - 1991
Job BenAxis, Inc., Employee Benefit Adviser ● Retirement Planning
Industry Insurance
Experience
Peridot Financial Group, LLC 2007 - Present
Lamb, Little & Co. 1992 - 2007
Andrews, Greenwald & McNulty 1991 - 1992
New York Life Insurance Company 1989 - 1991
SEI 1986 - 1989
Loyola University Health System 1984 - 1985
Skills
Long Term Care, Disability Insurance, Annuities, 401k, Health Insurance, Employee Benefits, Dental, Insurance, IRA's, Retirement Planning, Critical Illness, Term Life Insurance, Group Benefits, Medicare Supplements, Whole Life, Universal Life, Group Health, Annuity, Insurance Planning, Fixed Annuities, Long-term Care, Health Savings Accounts, Plan Design, Rollovers, Long Term Care Insurance, Mutual Funds, Small Business, Dentistry, Financial Planners, Life Insurance, Medicare, IRAs
Education
University of Illinois at Chicago
BA, Economics
Peridot Financial Group, LLC 2007 - Present
Lamb, Little & Co. 1992 - 2007
Andrews, Greenwald & McNulty 1991 - 1992
New York Life Insurance Company 1989 - 1991
SEI 1986 - 1989
Loyola University Health System 1984 - 1985
Skills
Long Term Care, Disability Insurance, Annuities, 401k, Health Insurance, Employee Benefits, Dental, Insurance, IRA's, Retirement Planning, Critical Illness, Term Life Insurance, Group Benefits, Medicare Supplements, Whole Life, Universal Life, Group Health, Annuity, Insurance Planning, Fixed Annuities, Long-term Care, Health Savings Accounts, Plan Design, Rollovers, Long Term Care Insurance, Mutual Funds, Small Business, Dentistry, Financial Planners, Life Insurance, Medicare, IRAs
Education
University of Illinois at Chicago
BA, Economics
The Quijano Group, LLC The Quijano Group, LLC's New York Life Insurance Company Experience April 2003 - November 2006
Job President
Industry Financial Services
Experience
The Quijano Group L.L.C. 2001 - Present
Northwestern Mutual February 2006 - October 2008
New York Life Insurance Company April 2003 - November 2006
Mass Mutual August 1999 - February 2003
Skills
Leadership, Team Building, Strategic Planning, Finance, Small Business, Sales, Customer Service, Entrepreneurship, Budgets, Investments
Education
University of Houston 1998 — 2006
University of Houston 1999 — 2003
Business, Business Management
The Quijano Group L.L.C. 2001 - Present
Northwestern Mutual February 2006 - October 2008
New York Life Insurance Company April 2003 - November 2006
Mass Mutual August 1999 - February 2003
Skills
Leadership, Team Building, Strategic Planning, Finance, Small Business, Sales, Customer Service, Entrepreneurship, Budgets, Investments
Education
University of Houston 1998 — 2006
University of Houston 1999 — 2003
Business, Business Management
Ashwini Srinivasan Ashwini Srinivasan's New York Life Insurance Company Experience April 2011 - Present
Job Insurance and Finance Professional
Industry Fund-Raising
Experience
New York Life Insurance Company April 2011 - Present
Network of Indian Professionals Chicago January 2011 - June 2011
Network of Indian Professionals Chicago January 2010 - December 2010
Network of Indian Professionals Chicago January 2009 - January 2010
ATI January 2008 - January 2009
Molecular Biology Laboratory UIC January 2006 - January 2007
Cardiac Surgery Clinical Research Center Inc. January 2005 - January 2006
Skills
Customer Service, Non-profits, Project Management, Program Management, Microsoft Office, Research, Nonprofits, Business Strategy, Strategic Partnerships
Education
University of Illinois at Chicago 2004 — 2008
Bachelors, Biology/Psychology
New York Life Insurance Company April 2011 - Present
Network of Indian Professionals Chicago January 2011 - June 2011
Network of Indian Professionals Chicago January 2010 - December 2010
Network of Indian Professionals Chicago January 2009 - January 2010
ATI January 2008 - January 2009
Molecular Biology Laboratory UIC January 2006 - January 2007
Cardiac Surgery Clinical Research Center Inc. January 2005 - January 2006
Skills
Customer Service, Non-profits, Project Management, Program Management, Microsoft Office, Research, Nonprofits, Business Strategy, Strategic Partnerships
Education
University of Illinois at Chicago 2004 — 2008
Bachelors, Biology/Psychology
Ian A Barber Ian A Barber's New York Life Insurance Company Experience September 2015 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
The TCB June 2014 - Present
Caring Hands & More June 2014 - August 2015
The University of Iowa August 2009 - December 2013
Skills
PowerPoint, Social Media, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Event Planning
Education
University of Iowa 2009 — 2013
Bachelor of Science (BS), Psychology
University of Iowa 2009 — 2013
Certificate, Entrepreneurial Management
New York Life Insurance Company September 2015 - Present
The TCB June 2014 - Present
Caring Hands & More June 2014 - August 2015
The University of Iowa August 2009 - December 2013
Skills
PowerPoint, Social Media, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Event Planning
Education
University of Iowa 2009 — 2013
Bachelor of Science (BS), Psychology
University of Iowa 2009 — 2013
Certificate, Entrepreneurial Management
Jace Hyde's New York Life Insurance Company Experience May 2015 - July 2015
Job Loan Adjustment at Wells Fargo Home Mortgage
Industry Events Services
Experience
Wells Fargo Home Mortgage July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
The University of Iowa Health Care March 2014 - May 2015
The University of Iowa August 2012 - March 2014
C & S Repair June 2010 - August 2012
Skills
Time Management, Student Development, Facebook, Student Affairs, Event Planning, PowerPoint, Critical Thinking, Data Entry, Microsoft Word, Higher Education, Social Networking, Leadership, Customer Service, Access, Public Speaking, Teamwork, Social Media
Education
University of Iowa 2011 — 2015
International Studies BA, International/Global Studies
University of Iowa 2011 — 2015
Bachelor's degree, International/Global Studies
Wells Fargo Home Mortgage July 2015 - Present
New York Life Insurance Company May 2015 - July 2015
The University of Iowa Health Care March 2014 - May 2015
The University of Iowa August 2012 - March 2014
C & S Repair June 2010 - August 2012
Skills
Time Management, Student Development, Facebook, Student Affairs, Event Planning, PowerPoint, Critical Thinking, Data Entry, Microsoft Word, Higher Education, Social Networking, Leadership, Customer Service, Access, Public Speaking, Teamwork, Social Media
Education
University of Iowa 2011 — 2015
International Studies BA, International/Global Studies
University of Iowa 2011 — 2015
Bachelor's degree, International/Global Studies
Chris J. Osborn Chris J. Osborn's New York Life Insurance Company Experience December 2010 - March 2014
Job Financial Service Professional
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - March 2014
ING USA April 2007 - October 2010
Wells Fargo Financial January 2006 - April 2007
Skills
Insurance, Investments, Fixed Annuities, Underwriting, Retirement Planning, Life Insurance, Retirement, Portfolio Management, Disability Insurance, 401k, Customer Service, Estate Planning, Long-term Care, Term Life Insurance, IRAs, Long Term Care Insurance, Health Insurance, Series 6, Sales, Universal Life
Education
University of Iowa - Henry B. Tippie College of Business
Entrepreneurship Certificate
University of Iowa 1999 — 2004
BA, Political Science
University of Iowa - Henry B. Tippie College of Business
BBA, Marketing
Dowling High School
Dowling High School
Saint Augustines
New York Life Insurance Company December 2010 - March 2014
ING USA April 2007 - October 2010
Wells Fargo Financial January 2006 - April 2007
Skills
Insurance, Investments, Fixed Annuities, Underwriting, Retirement Planning, Life Insurance, Retirement, Portfolio Management, Disability Insurance, 401k, Customer Service, Estate Planning, Long-term Care, Term Life Insurance, IRAs, Long Term Care Insurance, Health Insurance, Series 6, Sales, Universal Life
Education
University of Iowa - Henry B. Tippie College of Business
Entrepreneurship Certificate
University of Iowa 1999 — 2004
BA, Political Science
University of Iowa - Henry B. Tippie College of Business
BBA, Marketing
Dowling High School
Dowling High School
Saint Augustines
Stephen Cohn Stephen Cohn's New York Life Insurance Company Experience August 1998 - August 2000
Job VP, National Accounts and Business Development at Annuco
Industry Financial Services
Experience
Annuco July 2010 - Present
Integrity Life February 2001 - July 2010
Unger Software Corporation August 2000 - January 2001
New York Life Insurance Company August 1998 - August 2000
Alliance Capital Management January 1997 - August 1998
Prudential Insurance December 1995 - January 1997
Skills
Asset Management, Property & Casualty..., Series 63, Series 6, Business Development, Fixed Annuities, Negotiation, Investment Strategies, Investments, Series 7, Insurance, Training, Sales, CRM, Financial Services, Strategy, Mutual Funds, FINRA, Sales Operations, Management, Fixed Income, Sales Management, Product Marketing, Alternative Investments, Relationship Management, Public Speaking, Financial Advisory, Wholesale, Talent Acquisition, Asset Allocation, Contract Negotiation, Life Insurance, Strategic Partnerships, Retirement Planning, Variable Annuities, Account Management, Coaching, Marketing Strategy, Retirement, Securities, Strategic Planning, Marketing, Applicant Tracking..., Team Building, Strategic Financial..., Microsoft Office, Business Strategy, Leadership Development, Microsoft Excel, Building Relationships
Education
University of Hartford 1989 — 1993
BA, Political Science
clarkstown south
Annuco July 2010 - Present
Integrity Life February 2001 - July 2010
Unger Software Corporation August 2000 - January 2001
New York Life Insurance Company August 1998 - August 2000
Alliance Capital Management January 1997 - August 1998
Prudential Insurance December 1995 - January 1997
Skills
Asset Management, Property & Casualty..., Series 63, Series 6, Business Development, Fixed Annuities, Negotiation, Investment Strategies, Investments, Series 7, Insurance, Training, Sales, CRM, Financial Services, Strategy, Mutual Funds, FINRA, Sales Operations, Management, Fixed Income, Sales Management, Product Marketing, Alternative Investments, Relationship Management, Public Speaking, Financial Advisory, Wholesale, Talent Acquisition, Asset Allocation, Contract Negotiation, Life Insurance, Strategic Partnerships, Retirement Planning, Variable Annuities, Account Management, Coaching, Marketing Strategy, Retirement, Securities, Strategic Planning, Marketing, Applicant Tracking..., Team Building, Strategic Financial..., Microsoft Office, Business Strategy, Leadership Development, Microsoft Excel, Building Relationships
Education
University of Hartford 1989 — 1993
BA, Political Science
clarkstown south
Richard M. Kim, ASA, MAAA Richard M. Kim, ASA, MAAA's New York Life Insurance Company Experience March 2010 - April 2011
Job Actuarial Associate at Athene USA
Industry Insurance
Experience
Athene USA November 2014 - Present
Republic of Korea Army May 2012 - May 2014
Mercer April 2011 - December 2011
New York Life Insurance Company March 2010 - April 2011
New York Life Insurance Company December 2007 - March 2010
The University of Iowa Department of Mathematics August 2006 - May 2007
Skills
Actuarial Science, Insurance, Actuaries, Investments, Risk Management, Financial Risk, Risk Analysis, Equity Indexed Annuities, Fixed Annuities, Indexed Annuities, Microsoft Excel
Education
University of Iowa 2003 — 2007
B.S., Actuarial Science, Mathematics
Athene USA November 2014 - Present
Republic of Korea Army May 2012 - May 2014
Mercer April 2011 - December 2011
New York Life Insurance Company March 2010 - April 2011
New York Life Insurance Company December 2007 - March 2010
The University of Iowa Department of Mathematics August 2006 - May 2007
Skills
Actuarial Science, Insurance, Actuaries, Investments, Risk Management, Financial Risk, Risk Analysis, Equity Indexed Annuities, Fixed Annuities, Indexed Annuities, Microsoft Excel
Education
University of Iowa 2003 — 2007
B.S., Actuarial Science, Mathematics
Joseph Limjuco's New York Life Insurance Company Experience 1999 - 2002
Job Business Manager at Infiniti of Naperville
Industry Automotive
Experience
Infiniti of Naperville September 2012 - Present
@properties 2005 - Present
Grossinger City Autoplex Chevy Cadillac / Toyota Scion February 2012 - September 2012
Gurnee Ford August 2011 - February 2012
The Warranty Group 2010 - 2011
Bob Rohrmans Oak Brook Toyota 2009 - 2011
Rose City Mortgage Specialists 2002 - 2007
New York Life Insurance Company 1999 - 2002
Skills
Reynolds, ADP ReportSmith, Profit, Finance, Insurance, Dealer Marketing, Dealer Management, Dealer Relationships, Gap Analysis, Maintenance Management, Sales Management, Promax, Real Estate, Mortgage Lending, Sales, Dealers, Customer Retention, Automobile, Negotiation, Customer Satisfaction, Selling, Real Estate License, Automotive, Marketing, Business Planning, Asset, Real Estate Financing, Training, Vehicles, Building Relationships, Appraisals, Team Building, Luxury, Retail, Sales Process
Education
University of Illinois at Chicago 1997 — 1999
Bachelor of Liberal Arts and Sciences, Criminal Justice/Sociology
Illinois Benedictine College 1995 — 1997
Bachelor of Science (BS), Political Science/Sociology
Infiniti of Naperville September 2012 - Present
@properties 2005 - Present
Grossinger City Autoplex Chevy Cadillac / Toyota Scion February 2012 - September 2012
Gurnee Ford August 2011 - February 2012
The Warranty Group 2010 - 2011
Bob Rohrmans Oak Brook Toyota 2009 - 2011
Rose City Mortgage Specialists 2002 - 2007
New York Life Insurance Company 1999 - 2002
Skills
Reynolds, ADP ReportSmith, Profit, Finance, Insurance, Dealer Marketing, Dealer Management, Dealer Relationships, Gap Analysis, Maintenance Management, Sales Management, Promax, Real Estate, Mortgage Lending, Sales, Dealers, Customer Retention, Automobile, Negotiation, Customer Satisfaction, Selling, Real Estate License, Automotive, Marketing, Business Planning, Asset, Real Estate Financing, Training, Vehicles, Building Relationships, Appraisals, Team Building, Luxury, Retail, Sales Process
Education
University of Illinois at Chicago 1997 — 1999
Bachelor of Liberal Arts and Sciences, Criminal Justice/Sociology
Illinois Benedictine College 1995 — 1997
Bachelor of Science (BS), Political Science/Sociology
Mujtaba Merchant Mujtaba Merchant's New York Life Insurance Company Experience 2009 - 2009
Job Manager at Merchant Hospitality Group
Industry Hospitality
Experience
Merchant Hospitality Group March 2012 - Present
Sabre Holdings January 2010 - March 2012
New York Life Insurance Company 2009 - 2009
Skills
Test Planning, QTP, Software Quality..., Test Cases, XML, Business Intelligence, Oracle, Regression Testing, Quality Center, Telecommunications, Troubleshooting, Testing, Visio, SQL, Manual Testing
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
MIS, informations systems
Merchant Hospitality Group March 2012 - Present
Sabre Holdings January 2010 - March 2012
New York Life Insurance Company 2009 - 2009
Skills
Test Planning, QTP, Software Quality..., Test Cases, XML, Business Intelligence, Oracle, Regression Testing, Quality Center, Telecommunications, Troubleshooting, Testing, Visio, SQL, Manual Testing
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
MIS, informations systems
Terry Irwin, MBA, CMQ/OE's New York Life Insurance Company Experience July 2003 - January 2004
Job Medical Device and Quality Professional
Industry Medical Devices
Experience
Holaira, Inc. April 2013 - Present
Boston Scientific January 2007 - November 2012
Boston Scientific February 2004 - January 2007
New York Life Insurance Company July 2003 - January 2004
CIVCO Medical Solutions January 2000 - July 2003
CIVCO Medical Solutions October 1996 - January 2000
Parametric Technology Corporation July 1995 - October 1996
Computer Aided Design Software, Inc. May 1992 - July 1995
Skills
FDA Regulatory..., Equipment IQ/OQ/PQ, Software Validation, ISO 14001, ISO 13485, ISO 9001, EN 46001, Medical Devices, Standards Compliance, Quality Auditing, Product Design and..., Statistics, Design of Experiments, Lean Sigma, Green Belt, Value Stream Mapping, Quality Management, Quality by Design, CAD/CAM/CAE, Risk Management, Organizational..., Organizational..., Sterilization..., Test Methodologies, Test Planning, User Acceptance Testing, Data Analysis, Budget Management, Capital Budgeting, Equipment Design, Supplier Quality and..., Project Planning and..., Direct Sales, MBA, Mechanical Engineering, Calibration and..., Regulatory Submissions, Strategic Planning, SWOT analysis, FMEA, Quality Assurance and..., Clean Room Validation, Construction, Measurement System..., Finite Element Analysis, Software Sales, 21 CFR, Six Sigma, FDA, Validation
Education
University of Saint Thomas - School of Business 2005 — 2008
MBA, Business
University of Iowa 1988 — 1992
Bachelor of Science, Mechanical Engineering
Holaira, Inc. April 2013 - Present
Boston Scientific January 2007 - November 2012
Boston Scientific February 2004 - January 2007
New York Life Insurance Company July 2003 - January 2004
CIVCO Medical Solutions January 2000 - July 2003
CIVCO Medical Solutions October 1996 - January 2000
Parametric Technology Corporation July 1995 - October 1996
Computer Aided Design Software, Inc. May 1992 - July 1995
Skills
FDA Regulatory..., Equipment IQ/OQ/PQ, Software Validation, ISO 14001, ISO 13485, ISO 9001, EN 46001, Medical Devices, Standards Compliance, Quality Auditing, Product Design and..., Statistics, Design of Experiments, Lean Sigma, Green Belt, Value Stream Mapping, Quality Management, Quality by Design, CAD/CAM/CAE, Risk Management, Organizational..., Organizational..., Sterilization..., Test Methodologies, Test Planning, User Acceptance Testing, Data Analysis, Budget Management, Capital Budgeting, Equipment Design, Supplier Quality and..., Project Planning and..., Direct Sales, MBA, Mechanical Engineering, Calibration and..., Regulatory Submissions, Strategic Planning, SWOT analysis, FMEA, Quality Assurance and..., Clean Room Validation, Construction, Measurement System..., Finite Element Analysis, Software Sales, 21 CFR, Six Sigma, FDA, Validation
Education
University of Saint Thomas - School of Business 2005 — 2008
MBA, Business
University of Iowa 1988 — 1992
Bachelor of Science, Mechanical Engineering
E. David Bokamba's New York Life Insurance Company Experience April 2009 - February 2011
Job Sales Coordinator at Finance of America Mortgage LLC
Industry Financial Services
Experience
Finance of America Mortgage LLC August 2015 - Present
TruStone Financial 2012 - July 2015
Wells Fargo Home Mortgage September 2010 - July 2012
New York Life Insurance Company April 2009 - February 2011
EMERI Real Estate Solutions 2007 - April 2009
EMERI CRM Solutions 2006 - 2009
Capella University 2004 - 2005
Skills
Leadership, Microsoft Excel, Sales, Training, Customer Service, Coaching, Banking
Education
University of St. Thomas - Opus College of Business 2013 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign 1994 — 1999
Speech Communication
University of Illinois at Urbana-Champaign 1994 — 1999
BA, Speech Communication
University High School
Finance of America Mortgage LLC August 2015 - Present
TruStone Financial 2012 - July 2015
Wells Fargo Home Mortgage September 2010 - July 2012
New York Life Insurance Company April 2009 - February 2011
EMERI Real Estate Solutions 2007 - April 2009
EMERI CRM Solutions 2006 - 2009
Capella University 2004 - 2005
Skills
Leadership, Microsoft Excel, Sales, Training, Customer Service, Coaching, Banking
Education
University of St. Thomas - Opus College of Business 2013 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign 1994 — 1999
Speech Communication
University of Illinois at Urbana-Champaign 1994 — 1999
BA, Speech Communication
University High School
Rebecca McMorris's New York Life Insurance Company Experience 2013 - Present
Job Senior Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
Tech Data 2012 - 2013
Tech Data Corp 2007 - 2012
Education
University of Florida - Warrington College of Business Administration 2001 — 2002
MBA, Business Administration
University of Nebraska-Lincoln 1996 — 1998
New York Life Insurance Company 2013 - Present
Tech Data 2012 - 2013
Tech Data Corp 2007 - 2012
Education
University of Florida - Warrington College of Business Administration 2001 — 2002
MBA, Business Administration
University of Nebraska-Lincoln 1996 — 1998
Cheryl Reese's New York Life Insurance Company Experience April 2011 - June 2012
Job Senior Actuary TIAACREF
Industry Insurance
Experience
TIAA-CREF May 2015 - Present
Manulife Financial August 2012 - May 2015
New York Life Insurance Company April 2011 - June 2012
New York Life Insurance Company March 2009 - March 2011
The Hartford July 2000 - February 2009
Education
University of Hartford 1996 — 2000
BSBA
TIAA-CREF May 2015 - Present
Manulife Financial August 2012 - May 2015
New York Life Insurance Company April 2011 - June 2012
New York Life Insurance Company March 2009 - March 2011
The Hartford July 2000 - February 2009
Education
University of Hartford 1996 — 2000
BSBA
Rachel Wilder ChFC®'s New York Life Insurance Company Experience September 2005 - Present
Job Dedicated Financial Advisor at Wilder Wealth Strategies LLC
Industry Financial Services
Experience
Wilder Wealth Strategies LLC April 2014 - Present
Eagle Strategies, LLC July 2006 - Present
NY Life Securities LLC October 2005 - Present
New York Life Insurance Company September 2005 - Present
First Investors Corporation May 1999 - August 2005
Skills
Retirement Planning, Life Insurance, Estate Planning, Small Business, Insurance, Buy-sell Agreements, Term Life Insurance, Retirement, Annuity Sales, 401k Rollovers, Account Management, Asset Protection, IRA Rollovers, lifetime income..., licensed in long term..., Investments, Financial Services, Wealth Preservation..., Wealth Transfer..., Retirement plann, Permanent Life Insurance, Education Funding..., ChFC, Business Insurance..., Multi-generational..., Risk Management, Problem Solving, IRAs, Finance, Strategic Planning
Education
The American College of Financial Services 2009 — 2014
Chartered Financial Consultant Designation
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA)
Dunwoody High School 1992 — 1995
Wilder Wealth Strategies LLC April 2014 - Present
Eagle Strategies, LLC July 2006 - Present
NY Life Securities LLC October 2005 - Present
New York Life Insurance Company September 2005 - Present
First Investors Corporation May 1999 - August 2005
Skills
Retirement Planning, Life Insurance, Estate Planning, Small Business, Insurance, Buy-sell Agreements, Term Life Insurance, Retirement, Annuity Sales, 401k Rollovers, Account Management, Asset Protection, IRA Rollovers, lifetime income..., licensed in long term..., Investments, Financial Services, Wealth Preservation..., Wealth Transfer..., Retirement plann, Permanent Life Insurance, Education Funding..., ChFC, Business Insurance..., Multi-generational..., Risk Management, Problem Solving, IRAs, Finance, Strategic Planning
Education
The American College of Financial Services 2009 — 2014
Chartered Financial Consultant Designation
University of Georgia - Terry College of Business 1995 — 1999
Bachelor of Business Administration (BBA)
Dunwoody High School 1992 — 1995
Karen Zhong, FSA, MAAA's New York Life Insurance Company Experience 2007 - 2010
Job Life Actuary: ERM | ALM | Pricing | Product Dev | Consulting
Industry Financial Services
Experience
AIG 2012 - Present
New York Life 2010 - 2012
New York Life Insurance Company 2007 - 2010
New York Life Insurance Company 2005 - 2007
New York Life Insurance Company 2003 - 2005
Tillinghast-Towers Perrin 2001 - 2003
Skills
Risk Management, Pricing/Product..., Asset/Liability Modeling, Actuarial Modeling..., Asset Modeling/Finance..., Stochastic Modeling, Stochastic Simulation, Financial Risk, Investments, Fixed Income, Enterprise Risk..., Actuarial Science, Life Insurance, Reinsurance
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (BS), Actuarial Science (Concentration in Finance), 3.7/4.0
AIG 2012 - Present
New York Life 2010 - 2012
New York Life Insurance Company 2007 - 2010
New York Life Insurance Company 2005 - 2007
New York Life Insurance Company 2003 - 2005
Tillinghast-Towers Perrin 2001 - 2003
Skills
Risk Management, Pricing/Product..., Asset/Liability Modeling, Actuarial Modeling..., Asset Modeling/Finance..., Stochastic Modeling, Stochastic Simulation, Financial Risk, Investments, Fixed Income, Enterprise Risk..., Actuarial Science, Life Insurance, Reinsurance
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (BS), Actuarial Science (Concentration in Finance), 3.7/4.0
Stephanie Gordon's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Professional helping business owners and community leaders Las Vegas and Greater Los Angeles
Industry Insurance
Experience
New York Life Insurance Company June 2013 - Present
Oasis Moving and Storage, Inc. January 2008 - October 2012
Leather Royale, Ltd September 2002 - October 2006
Deltathree, Inc January 2000 - September 2002
Pre-Finish Metals September 1998 - February 1999
Sinai Temple Religious School September 1994 - June 1998
Skills
Social Networking, Customer Retention, Insurance, Retirement Planning, IRAs, 401k Rollovers, Personal Finance, Workshop Facilitation, Asset Protection, Buy-sell Agreements, Succession Planning, Wealth, Annuity Sales, Wealth Preservation..., Multi-generational..., Gifting Strategies, Lifetime Income..., IRA Rollovers, Education Funding..., Charitiable Giving, Wealth Transfer..., Business Succession..., Small Business, Business Insurance..., Business Exit Strategy, Investments, Licensed in Long Term..., Financial Services, Life Insurance, Research, Finance
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BAS, Anthropology, Middle East and Africa Focus
WUJS Institute, Arad, Israel 1999 — 1999
Certificate of Completion, Hebrew, Israeli Politics, Literature and Culture studies
New York Life Insurance Company June 2013 - Present
Oasis Moving and Storage, Inc. January 2008 - October 2012
Leather Royale, Ltd September 2002 - October 2006
Deltathree, Inc January 2000 - September 2002
Pre-Finish Metals September 1998 - February 1999
Sinai Temple Religious School September 1994 - June 1998
Skills
Social Networking, Customer Retention, Insurance, Retirement Planning, IRAs, 401k Rollovers, Personal Finance, Workshop Facilitation, Asset Protection, Buy-sell Agreements, Succession Planning, Wealth, Annuity Sales, Wealth Preservation..., Multi-generational..., Gifting Strategies, Lifetime Income..., IRA Rollovers, Education Funding..., Charitiable Giving, Wealth Transfer..., Business Succession..., Small Business, Business Insurance..., Business Exit Strategy, Investments, Licensed in Long Term..., Financial Services, Life Insurance, Research, Finance
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BAS, Anthropology, Middle East and Africa Focus
WUJS Institute, Arad, Israel 1999 — 1999
Certificate of Completion, Hebrew, Israeli Politics, Literature and Culture studies
Michelle Hecker's New York Life Insurance Company Experience May 1999 - February 2009
Job Owner, NorthStar Financial Solutions, Inc.
Industry Insurance
Experience
NorthStar Financial Solutions, Inc. September 2007 - Present
New York Life Insurance Company May 1999 - February 2009
Skills
Health Insurance, Microsoft Word, Healthcare, Employee Benefits, Customer Service, Strategic Planning, Team Building, Public Speaking, Leadership, Management, Marketing, Microsoft Office, Sales, Coaching, Life Insurance, Fitness Instruction, Personal Training
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Human Resources Management/Personnel Administration, General
University of Georgia - Terry College of Business 1996 — 2000
BBA Management, Human Resources Management/Personnel Administration, General
NorthStar Financial Solutions, Inc. September 2007 - Present
New York Life Insurance Company May 1999 - February 2009
Skills
Health Insurance, Microsoft Word, Healthcare, Employee Benefits, Customer Service, Strategic Planning, Team Building, Public Speaking, Leadership, Management, Marketing, Microsoft Office, Sales, Coaching, Life Insurance, Fitness Instruction, Personal Training
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, Human Resources Management/Personnel Administration, General
University of Georgia - Terry College of Business 1996 — 2000
BBA Management, Human Resources Management/Personnel Administration, General
TOM CRAYTON's New York Life Insurance Company Experience October 1997 - May 2004
Job President at Thomas J. Crayton, CPA, LLC
Industry Accounting
Experience
Thomas J. Crayton, CPA, LLC April 2005 - Present
New York Life Insurance Company October 1997 - May 2004
Skills
CPA, Non-profits, Accounting, Nonprofits, Strategic Planning, Corporate Tax, Risk Management, Auditing, Bookkeeping, Leadership, Income Tax, Investments, Strategic Financial..., QuickBooks
Education
University of Houston 1974 — 1979
BS, Accounting
Thomas J. Crayton, CPA, LLC April 2005 - Present
New York Life Insurance Company October 1997 - May 2004
Skills
CPA, Non-profits, Accounting, Nonprofits, Strategic Planning, Corporate Tax, Risk Management, Auditing, Bookkeeping, Leadership, Income Tax, Investments, Strategic Financial..., QuickBooks
Education
University of Houston 1974 — 1979
BS, Accounting
Rick Valencia's New York Life Insurance Company Experience July 2009 - October 2009
Job Project Accountant at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle January 2011 - Present
Lake Zurich Lacrosse Coach March 2012 - June 2012
Lake Zurich Lacrosse March 2011 - June 2011
The Private Bank And Trust Company October 2009 - December 2010
New York Life Insurance Company July 2009 - October 2009
Philips Lighting May 2008 - August 2008
Philips Lighting May 2007 - August 2007
Skills
Excel, SAP, Oracle, JD Edwards, Word, PowerPoint, Access, Adobe Acrobat, Customer Service, Computer Hardware, Computer Security, Microsoft Word, Microsoft Excel, Sarbanes-Oxley Act, Accounts Receivable, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors, Finance
Fremd
Jones Lang LaSalle January 2011 - Present
Lake Zurich Lacrosse Coach March 2012 - June 2012
Lake Zurich Lacrosse March 2011 - June 2011
The Private Bank And Trust Company October 2009 - December 2010
New York Life Insurance Company July 2009 - October 2009
Philips Lighting May 2008 - August 2008
Philips Lighting May 2007 - August 2007
Skills
Excel, SAP, Oracle, JD Edwards, Word, PowerPoint, Access, Adobe Acrobat, Customer Service, Computer Hardware, Computer Security, Microsoft Word, Microsoft Excel, Sarbanes-Oxley Act, Accounts Receivable, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors, Finance
Fremd
James Lastres's New York Life Insurance Company Experience March 1996 - March 1998
Job Regional Sales Director at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare January 2009 - Present
MetLife March 1998 - December 2008
New York Life Insurance Company March 1996 - March 1998
Skills
Insurance, Long-term Care, Sales, Managed Care, Disability Insurance, Medicare, Fixed Annuities, Health Insurance, Life Insurance, Term Life Insurance, Sales Management, Brokers, Employee Benefits, Leadership, Training
Education
University of Illinois at Urbana-Champaign
MBA, Finance/Marketing
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Biology/Psychology
UnitedHealthcare January 2009 - Present
MetLife March 1998 - December 2008
New York Life Insurance Company March 1996 - March 1998
Skills
Insurance, Long-term Care, Sales, Managed Care, Disability Insurance, Medicare, Fixed Annuities, Health Insurance, Life Insurance, Term Life Insurance, Sales Management, Brokers, Employee Benefits, Leadership, Training
Education
University of Illinois at Urbana-Champaign
MBA, Finance/Marketing
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Biology/Psychology
Timothy Trimborn, FSA's New York Life Insurance Company Experience March 2015 - Present
Job Corporate Vice President & Actuary at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
MetLife April 2013 - March 2015
MetLife November 2011 - April 2013
MetLife April 2009 - November 2011
MetLife June 2009 - July 2010
MetLife June 2006 - April 2009
MetLife June 2004 - June 2006
MetLife June 2002 - June 2004
MetLife May 2001 - August 2001
Skills
Excel, Visual Basic, PowerPoint, Word, Access, Visio, APL, Actuarial, Actuarial Science, Spreadsheets, VBA, Microsoft Word, Reinsurance, Valuation, Insurance, Microsoft Excel, Financial Risk, Investments, Fixed Annuities
Education
Bryant College 1999 — 2002
Bachelor of Science, Business Administration
University of Hartford 1998 — 1999
New York Life Insurance Company March 2015 - Present
MetLife April 2013 - March 2015
MetLife November 2011 - April 2013
MetLife April 2009 - November 2011
MetLife June 2009 - July 2010
MetLife June 2006 - April 2009
MetLife June 2004 - June 2006
MetLife June 2002 - June 2004
MetLife May 2001 - August 2001
Skills
Excel, Visual Basic, PowerPoint, Word, Access, Visio, APL, Actuarial, Actuarial Science, Spreadsheets, VBA, Microsoft Word, Reinsurance, Valuation, Insurance, Microsoft Excel, Financial Risk, Investments, Fixed Annuities
Education
Bryant College 1999 — 2002
Bachelor of Science, Business Administration
University of Hartford 1998 — 1999
Bryan Barajas's New York Life Insurance Company Experience December 2008 - November 2009
Job Experienced Transportation Specialist at Redwood Logistics
Industry Logistics and Supply Chain
Experience
Redwood Logistics (formerly TSE) November 2013 - August 2015
Echo Global Logistics December 2009 - July 2013
New York Life Insurance Company December 2008 - November 2009
Skills
Account Management, Customer Service, Sales, Sales Management, New Business Development, Insurance, Cold Calling, Salesforce.com, Microsoft Excel, Pricing, Negotiation, Financial Analysis, Team Building, Business Development, Microsoft Office, Sales Process, Forecasting, Logistics, Direct Sales, Contract Negotiation, Selling, Marketing, Customer Retention, B2B, Solution Selling, Sales Operations, Leadership, Sales Presentations, Inventory Management, Management, Supply Chain, Strategic Planning, Social Media, Marketing Strategy, Transportation
Education
University of Iowa 2003 — 2007
Economics, Business
Redwood Logistics (formerly TSE) November 2013 - August 2015
Echo Global Logistics December 2009 - July 2013
New York Life Insurance Company December 2008 - November 2009
Skills
Account Management, Customer Service, Sales, Sales Management, New Business Development, Insurance, Cold Calling, Salesforce.com, Microsoft Excel, Pricing, Negotiation, Financial Analysis, Team Building, Business Development, Microsoft Office, Sales Process, Forecasting, Logistics, Direct Sales, Contract Negotiation, Selling, Marketing, Customer Retention, B2B, Solution Selling, Sales Operations, Leadership, Sales Presentations, Inventory Management, Management, Supply Chain, Strategic Planning, Social Media, Marketing Strategy, Transportation
Education
University of Iowa 2003 — 2007
Economics, Business
Tonya Henton's New York Life Insurance Company Experience October 2014 - January 2015
Job NEW YORK LIFE INSURANCE
Industry Financial Services
Experience
New York Life Insurance Company October 2014 - January 2015
Education
University of Houston
Bachelor of Science (BS), Psychology
New York Life Insurance Company October 2014 - January 2015
Education
University of Houston
Bachelor of Science (BS), Psychology
Leigh Anne Kasias's New York Life Insurance Company Experience July 2005 - September 2006
Job Attorney at Wyatt Early Harris Wheeler LLP
Industry Law Practice
Experience
Wyatt Early Harris Wheeler LLP September 2006 - Present
New York Life Insurance Company July 2005 - September 2006
Baker & Hostetler LLP September 2000 - July 2005
Skills
Civil Litigation, Estate Planning, Litigation, Commercial Litigation, Elder Law
Education
University of Florida - Fredric G. Levin College of Law 1998 — 2000
JD, Law
University of North Carolina at Chapel Hill 1991 — 1995
BA, International Studies/Political Science
Wyatt Early Harris Wheeler LLP September 2006 - Present
New York Life Insurance Company July 2005 - September 2006
Baker & Hostetler LLP September 2000 - July 2005
Skills
Civil Litigation, Estate Planning, Litigation, Commercial Litigation, Elder Law
Education
University of Florida - Fredric G. Levin College of Law 1998 — 2000
JD, Law
University of North Carolina at Chapel Hill 1991 — 1995
BA, International Studies/Political Science
Kim Schnepper's New York Life Insurance Company Experience January 2005 - June 2006
Job Field Representative at Forest HIlls Financial Group, An Agency of The Guardian
Industry Financial Services
Experience
Forest Hills Financial Group June 2008 - Present
Forest HIlls Financial Group, An Agency of The Guardian June 2008 - Present
National Financial Network, An Agency of The Guardian June 2006 - June 2008
New York Life Insurance Company January 2005 - June 2006
Victoria's Secret April 2002 - January 2005
Education
University of Hartford 1989 — 1993
BA, Mass and Interpersonal Communications
Forest Hills Financial Group June 2008 - Present
Forest HIlls Financial Group, An Agency of The Guardian June 2008 - Present
National Financial Network, An Agency of The Guardian June 2006 - June 2008
New York Life Insurance Company January 2005 - June 2006
Victoria's Secret April 2002 - January 2005
Education
University of Hartford 1989 — 1993
BA, Mass and Interpersonal Communications
Ryan Angelo's New York Life Insurance Company Experience May 2009 - August 2009
Job Digital Marketing Manager Credit Cards at Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
Bank of America July 2012 - November 2014
Bank of America July 2011 - July 2012
Bank of America June 2010 - July 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Finance, Credit Card Analytics, Business Profitability, Retirement Planning, Financial Analysis, Financial Modeling, Banking, Corporate Finance, Risk Management, Valuation, Financial Reporting, Essbase, Credit Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Driving Profitability, Microsoft Excel, PowerPoint
Education
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Bank of America November 2014 - Present
Bank of America July 2012 - November 2014
Bank of America July 2011 - July 2012
Bank of America June 2010 - July 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Finance, Credit Card Analytics, Business Profitability, Retirement Planning, Financial Analysis, Financial Modeling, Banking, Corporate Finance, Risk Management, Valuation, Financial Reporting, Essbase, Credit Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Driving Profitability, Microsoft Excel, PowerPoint
Education
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Adam Courter's New York Life Insurance Company Experience June 2003 - November 2004
Job Owner at The Maids of Sarasota
Industry Consumer Services
Experience
The Maids of Sarasota December 2013 - Present
Bank of Thayer November 2004 - October 2013
New York Life Insurance Company June 2003 - November 2004
Skills
Loans, Banking, Investments, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Risk Management, Financial Services, Finance, Investment Properties, Financial Reporting, Management, Business Analysis, Financial Risk, Relationship Management, Executive Management, Leadership, Marketing, Mortgage Lending, Real Estate, Retail Banking, Sales, Sales Management, Strategic Financial..., Strategic Planning, Insurance, Small Business
Education
University of Wisconsin-Madison 2007 — 2009
Graduate School of Banking, Bank Management
University of Florida - Warrington College of Business Administration 1998 — 2003
Bachelor of Science, Finance
The Maids of Sarasota December 2013 - Present
Bank of Thayer November 2004 - October 2013
New York Life Insurance Company June 2003 - November 2004
Skills
Loans, Banking, Investments, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Risk Management, Financial Services, Finance, Investment Properties, Financial Reporting, Management, Business Analysis, Financial Risk, Relationship Management, Executive Management, Leadership, Marketing, Mortgage Lending, Real Estate, Retail Banking, Sales, Sales Management, Strategic Financial..., Strategic Planning, Insurance, Small Business
Education
University of Wisconsin-Madison 2007 — 2009
Graduate School of Banking, Bank Management
University of Florida - Warrington College of Business Administration 1998 — 2003
Bachelor of Science, Finance
David Khang's New York Life Insurance Company Experience November 2009 - May 2010
Job
Industry Financial Services
Experience
Enterprise December 2010 - December 2011
New York Life Insurance Company November 2009 - May 2010
Skills
Insurance
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
Finance & Accounting, Finance, Accounting
Enterprise December 2010 - December 2011
New York Life Insurance Company November 2009 - May 2010
Skills
Insurance
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
Finance & Accounting, Finance, Accounting
Aaron Tritch's New York Life Insurance Company Experience February 2012 - March 2012
Job Business Analyst at Starr Companies
Industry Insurance
Experience
Starr Companies March 2012 - Present
New York Life Insurance Company February 2012 - March 2012
Chartis August 2011 - December 2011
SCOR Re November 2009 - August 2011
AonBenfield November 2007 - November 2009
Munich Re 2006 - 2007
Skills
reinsurance, Insurance, Commercial Insurance, Business Analysis, Systems Analysis, Business Intelligence, Relational Databases
Education
University of Florida - Warrington College Of Business
Business Administration
Starr Companies March 2012 - Present
New York Life Insurance Company February 2012 - March 2012
Chartis August 2011 - December 2011
SCOR Re November 2009 - August 2011
AonBenfield November 2007 - November 2009
Munich Re 2006 - 2007
Skills
reinsurance, Insurance, Commercial Insurance, Business Analysis, Systems Analysis, Business Intelligence, Relational Databases
Education
University of Florida - Warrington College Of Business
Business Administration
Wesley Thomas's New York Life Insurance Company Experience January 2000 - January 2006
Job Revenue Accountant at Trinity River Energy
Industry Oil & Energy
Experience
Trinity River Energy November 2014 - Present
Halcon Resources Corporation April 2013 - November 2014
LINN Energy, LLC June 2011 - April 2013
Memorial Hermann Healthcare System November 2006 - June 2011
New York Life Insurance Company January 2000 - January 2006
Stage Store January 1998 - January 2000
Orleans Parish Criminal Sheriff Department January 1997 - January 1998
United States Marine Corp January 1995 - January 1998
Skills
Account Reconciliation, Accounts Payable, General Ledger, Accounting, Financial Reporting, Energy, OGSYS, Enertia, Microsoft Excel, Cortex, AFE, Revenue, BOLO
Education
University of Houston-Downtown 2003 — 2010
Degree, Business Administration/Accounting
Trinity River Energy November 2014 - Present
Halcon Resources Corporation April 2013 - November 2014
LINN Energy, LLC June 2011 - April 2013
Memorial Hermann Healthcare System November 2006 - June 2011
New York Life Insurance Company January 2000 - January 2006
Stage Store January 1998 - January 2000
Orleans Parish Criminal Sheriff Department January 1997 - January 1998
United States Marine Corp January 1995 - January 1998
Skills
Account Reconciliation, Accounts Payable, General Ledger, Accounting, Financial Reporting, Energy, OGSYS, Enertia, Microsoft Excel, Cortex, AFE, Revenue, BOLO
Education
University of Houston-Downtown 2003 — 2010
Degree, Business Administration/Accounting
Nabeel Lakhani's New York Life Insurance Company Experience December 2009 - June 2010
Job Co Owner at Nov Nation Wholesale
Industry Insurance
Experience
Novnation Wholesale September 2014 - Present
PMGOA - Promotional Manufacturing Group of America - August 2013 - October 2014
Envirosoft Inc. January 2010 - August 2013
New York Life Insurance Company December 2009 - June 2010
Memorial Hermann Health System August 2007 - December 2009
Skills
Software Installation, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Customer Service, Administrative..., Event Planning, Research, Access, Social Media, Public Speaking, Sales, Leadership, Time Management, Data Entry
Education
University of Houston 2010 — 2013
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
University of Houston 2008 — 2013
Bachelor of Science (B.S.), Consumer Economics
Novnation Wholesale September 2014 - Present
PMGOA - Promotional Manufacturing Group of America - August 2013 - October 2014
Envirosoft Inc. January 2010 - August 2013
New York Life Insurance Company December 2009 - June 2010
Memorial Hermann Health System August 2007 - December 2009
Skills
Software Installation, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Customer Service, Administrative..., Event Planning, Research, Access, Social Media, Public Speaking, Sales, Leadership, Time Management, Data Entry
Education
University of Houston 2010 — 2013
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
University of Houston 2008 — 2013
Bachelor of Science (B.S.), Consumer Economics
Andrew Einsmann's New York Life Insurance Company Experience January 2013 - Present
Job Actuarial Assistant at New York Life
Industry Insurance
Experience
New York Life Insurance Company January 2013 - Present
University of South Florida January 2012 - January 2013
Tampa Bay Fisheries May 2010 - September 2011
Melkus and Fleming, Attorneys at Law May 2006 - August 2008
Skills
Actuarial, Excel, SQL, VBA, Data Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science, Economics
New York Life Insurance Company January 2013 - Present
University of South Florida January 2012 - January 2013
Tampa Bay Fisheries May 2010 - September 2011
Melkus and Fleming, Attorneys at Law May 2006 - August 2008
Skills
Actuarial, Excel, SQL, VBA, Data Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science, Economics
David H. Gottschall Jr., LUTCF's New York Life Insurance Company Experience November 1996 - January 1998
Job Director, Life Underwriting at Mahoney & Associates
Industry Insurance
Experience
Mahoney & Associates January 2011 - Present
Mahoney & Associates January 1998 - January 2011
New York Life Insurance Company November 1996 - January 1998
Aetna 1986 - 1996
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Life Insurance, Long Term Care Insurance, Team Building, Fixed Annuities, Retirement, Disability Insurance, Customer Service
Education
University of Hartford 1982 — 1985
Master of Science in Insurance, Insurance
University of Hartford 1978 — 1982
Bachelor of Science in Business Administration, Insurance
Lewis Mills
Mahoney & Associates January 2011 - Present
Mahoney & Associates January 1998 - January 2011
New York Life Insurance Company November 1996 - January 1998
Aetna 1986 - 1996
Skills
Employee Benefits, Insurance, Health Insurance, Underwriting, Life Insurance, Long Term Care Insurance, Team Building, Fixed Annuities, Retirement, Disability Insurance, Customer Service
Education
University of Hartford 1982 — 1985
Master of Science in Insurance, Insurance
University of Hartford 1978 — 1982
Bachelor of Science in Business Administration, Insurance
Lewis Mills
Kelsie Tone's New York Life Insurance Company Experience June 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
Education
University of Hawaii at Manoa 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company June 2012 - Present
Education
University of Hawaii at Manoa 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Joshua Byrnes's New York Life Insurance Company Experience December 2012 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Arts (B.A.), Psychology
New York Life Insurance Company December 2012 - Present
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Arts (B.A.), Psychology
william senner's New York Life Insurance Company Experience January 1990 - January 1991
Job client service professional at h&r block
Industry Financial Services
Experience
h&r block January 2014 - Present
Walmart August 1991 - September 2013
New York Life Insurance Company January 1990 - January 1991
Skills
Customer Satisfaction, Supervisory Skills, Merchandising, Auditing, Sales, Receptionist Duties, understand point of..., replacement tires, Retail Replenishment
Education
University of Nevada-Reno 1978 — 1983
other, Accounting
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor of Arts (BA), Economics
h&r block January 2014 - Present
Walmart August 1991 - September 2013
New York Life Insurance Company January 1990 - January 1991
Skills
Customer Satisfaction, Supervisory Skills, Merchandising, Auditing, Sales, Receptionist Duties, understand point of..., replacement tires, Retail Replenishment
Education
University of Nevada-Reno 1978 — 1983
other, Accounting
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor of Arts (BA), Economics
Jennifer Beach's New York Life Insurance Company Experience March 2008 - July 2008
Job Franchise Business Consultant at Goddard Systems, Inc.
Industry Education Management
Experience
Goddard Systems, Inc. April 2009 - Present
Humana August 2008 - April 2009
New York Life Insurance Company March 2008 - July 2008
Skills
Sales, Marketing Strategy, Training, Marketing, Microsoft Office, Presenting to Clients, Presenting to Senior..., Financials, Business Travel, Adapting to New..., Flexible to Change, Learning Quickly, learning new industries, Insurance, Customer Service
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.67
University of Great Falls 1985 — 1989
Bachelor's Degree, Business Administration and Management, General
Goddard Systems, Inc. April 2009 - Present
Humana August 2008 - April 2009
New York Life Insurance Company March 2008 - July 2008
Skills
Sales, Marketing Strategy, Training, Marketing, Microsoft Office, Presenting to Clients, Presenting to Senior..., Financials, Business Travel, Adapting to New..., Flexible to Change, Learning Quickly, learning new industries, Insurance, Customer Service
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.67
University of Great Falls 1985 — 1989
Bachelor's Degree, Business Administration and Management, General
Eric Trevino's New York Life Insurance Company Experience February 2015 - Present
Job Sales Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
Manpower February 2015 - Present
Iron Investments, LLC April 2014 - Present
Warehouse Pool Supply/Leslie's Poolmart, Inc. March 2007 - May 2014
Best Buy October 2006 - March 2007
Skills
Microsoft Office, POS, Computer Proficiency, Problem Solving, Customer Relations, Customer Service, Technical Product Sales, Direct Sales, Management, Account Management, Accounting, Sales, Sales Management
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
New York Life Insurance Company February 2015 - Present
Manpower February 2015 - Present
Iron Investments, LLC April 2014 - Present
Warehouse Pool Supply/Leslie's Poolmart, Inc. March 2007 - May 2014
Best Buy October 2006 - March 2007
Skills
Microsoft Office, POS, Computer Proficiency, Problem Solving, Customer Relations, Customer Service, Technical Product Sales, Direct Sales, Management, Account Management, Accounting, Sales, Sales Management
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Eric Menendez's New York Life Insurance Company Experience April 2011 - Present
Job
Industry Insurance
Experience
New York Life Insurance Company April 2011 - Present
Skills
Employee benefits, Group insirance, Life Insurance, Business Continuity..., Estate Planning
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
New York Life Insurance Company April 2011 - Present
Skills
Employee benefits, Group insirance, Life Insurance, Business Continuity..., Estate Planning
Education
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing