New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Malinda Taylor Malinda Taylor's New York Life Insurance Company Experience June 2015 - Present
Job Senior Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company January 2011 - June 2015
iGATE 2010 - 2010
Skills
Analysis, Data Entry, Microsoft Office, Microsoft Word, Microsoft Excel, Insurance, Customer Service, Lotus Notes, Research, Windows, Software Documentation, Call Centers, PowerPoint, Administration, LOMA 281, LOMA 291, LOMA - ACS 101, Inbound Call Center, Leadership, Training, Teaching, Time Management, Team Building
Education
University of Louisiana at Monroe 1996 — 2001
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company January 2011 - June 2015
iGATE 2010 - 2010
Skills
Analysis, Data Entry, Microsoft Office, Microsoft Word, Microsoft Excel, Insurance, Customer Service, Lotus Notes, Research, Windows, Software Documentation, Call Centers, PowerPoint, Administration, LOMA 281, LOMA 291, LOMA - ACS 101, Inbound Call Center, Leadership, Training, Teaching, Time Management, Team Building
Education
University of Louisiana at Monroe 1996 — 2001
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Terrance Johnson Terrance Johnson's New York Life Insurance Company Experience September 2013 - May 2014
Job Digital Marketing Consultant
Industry Marketing and Advertising
Experience
What Label Interactive December 2011 - Present
XPO Logistics, Inc. July 2014 - October 2014
New York Life Insurance Company September 2013 - May 2014
MSC February 2008 - September 2009
MSC February 2008 - September 2009
Skills
Retirement, Retirement Planning, Employee Training, Insurance, 401k Rollovers, Annuity Sales, Curriculum Design, Asset Protection, Social Media Marketing, CLU, CRPC, CRPS, Instructional Design, Presentation Development, Estate Planning, Event Management, Gifting Strategies, Key Person Protection, Magazine Layout Design, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Matketing, Project Management, Consulting, Customer Service, Digital Media
Education
University of Iowa 1999 — 2002
Operations Management/ Sports Studies
What Label Interactive December 2011 - Present
XPO Logistics, Inc. July 2014 - October 2014
New York Life Insurance Company September 2013 - May 2014
MSC February 2008 - September 2009
MSC February 2008 - September 2009
Skills
Retirement, Retirement Planning, Employee Training, Insurance, 401k Rollovers, Annuity Sales, Curriculum Design, Asset Protection, Social Media Marketing, CLU, CRPC, CRPS, Instructional Design, Presentation Development, Estate Planning, Event Management, Gifting Strategies, Key Person Protection, Magazine Layout Design, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Matketing, Project Management, Consulting, Customer Service, Digital Media
Education
University of Iowa 1999 — 2002
Operations Management/ Sports Studies
Chad A. Bunnell - The Tall Bald Guy's New York Life Insurance Company Experience April 2009 - March 2014
Job Managing Partner at First Coast Advisory Group, LLC
Industry Financial Services
Experience
First Coast Advisory Group, LLC May 2014 - Present
The RBC Financial Group May 2014 - Present
First Allied Securities, Inc. 2014 - 2015
First Allied Securities, Inc. 2014 - 2015
First Allied Securities, Inc. 2014 - 2015
New York Life Insurance Company April 2009 - March 2014
Wachovia, A Wells Fargo Company 2008 - 2009
Skills
Fixed Annuities, Retirement Planning, Long-term Care, Educational Consulting, Mutual Funds, Term Life Insurance, Whole Life, College Savings Plans, Universal Life, Variable Life, Guaranteed Lifetime..., Macro Analysis, Asset Protection, Executive Compensation..., Business Owner Planning, 401k Rollovers, Long Term Care Insurance, Disability Insurance, Life Insurance, 401k, Insurance, Retirement, Estate Planning, Small Business, IRAs
Education
University of Kentucky
University of Kentucky
Business Administration
First Coast Advisory Group, LLC May 2014 - Present
The RBC Financial Group May 2014 - Present
First Allied Securities, Inc. 2014 - 2015
First Allied Securities, Inc. 2014 - 2015
First Allied Securities, Inc. 2014 - 2015
New York Life Insurance Company April 2009 - March 2014
Wachovia, A Wells Fargo Company 2008 - 2009
Skills
Fixed Annuities, Retirement Planning, Long-term Care, Educational Consulting, Mutual Funds, Term Life Insurance, Whole Life, College Savings Plans, Universal Life, Variable Life, Guaranteed Lifetime..., Macro Analysis, Asset Protection, Executive Compensation..., Business Owner Planning, 401k Rollovers, Long Term Care Insurance, Disability Insurance, Life Insurance, 401k, Insurance, Retirement, Estate Planning, Small Business, IRAs
Education
University of Kentucky
University of Kentucky
Business Administration
Parker Jones Parker Jones's New York Life Insurance Company Experience June 2015 - Present
Job Want to be a worldclass financial professional? I'm hiring! Come harness the resources of a Fortune 85 company…
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company November 2011 - June 2015
Aflac November 2010 - November 2011
Signtronix, Incorporated February 2010 - November 2010
Reed Business Information November 2006 - April 2009
Reed Business Information/Associated Construction Publications November 2004 - November 2006
Verizon Information Services April 2004 - August 2004
Verizon Information Services January 2003 - April 2004
WorldCom October 2000 - June 2002
Skills
Sales Management, Small Business, Financial Services, Retirement Planning, Social Media Marketing, Term Life Insurance, Team Building, Protection..., Wealth Transfer..., Education Funding..., Long-Term Care Insurance, Supplements to Employee..., Succession Planning, Risk Management, Wealth Preservation..., Whole Life Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, B2B, Customer Service, Direct Marketing, Social Media
Education
University of Maryland College Park 1978 — 1982
BA, Communications
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company November 2011 - June 2015
Aflac November 2010 - November 2011
Signtronix, Incorporated February 2010 - November 2010
Reed Business Information November 2006 - April 2009
Reed Business Information/Associated Construction Publications November 2004 - November 2006
Verizon Information Services April 2004 - August 2004
Verizon Information Services January 2003 - April 2004
WorldCom October 2000 - June 2002
Skills
Sales Management, Small Business, Financial Services, Retirement Planning, Social Media Marketing, Term Life Insurance, Team Building, Protection..., Wealth Transfer..., Education Funding..., Long-Term Care Insurance, Supplements to Employee..., Succession Planning, Risk Management, Wealth Preservation..., Whole Life Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, B2B, Customer Service, Direct Marketing, Social Media
Education
University of Maryland College Park 1978 — 1982
BA, Communications
Alex Gaines Alex Gaines's New York Life Insurance Company Experience June 2013 - September 2013
Job Technical Recruiter at Aerotek
Industry Human Resources
Experience
Aerotek February 2014 - Present
Best Buy October 2013 - February 2014
SECU October 2013 - February 2014
New York Life Insurance Company June 2013 - September 2013
University of Maryland Baltimore County August 2012 - May 2013
Duty Free Americas November 2010 - April 2013
Rawlings-Blake for Baltimore May 2011 - September 2011
McDonogh School June 2010 - August 2010
Skills
Dedicated, Technologically Oriented, Outgoing, Fundraising, Facebook, Teaching, Determination, Diligent, Time Management, Goal Oriented, Microsoft Office, Customer Service, Integrity, Adaptation, Microsoft Word, PowerPoint, Cashiering, Event Planning, Social Networking, Graphic Design
Education
University of Maryland Baltimore County 2009 — 2013
BA, Minor, History; Geography
Century High School 2005 — 2009
Diploma, 2009
Aerotek February 2014 - Present
Best Buy October 2013 - February 2014
SECU October 2013 - February 2014
New York Life Insurance Company June 2013 - September 2013
University of Maryland Baltimore County August 2012 - May 2013
Duty Free Americas November 2010 - April 2013
Rawlings-Blake for Baltimore May 2011 - September 2011
McDonogh School June 2010 - August 2010
Skills
Dedicated, Technologically Oriented, Outgoing, Fundraising, Facebook, Teaching, Determination, Diligent, Time Management, Goal Oriented, Microsoft Office, Customer Service, Integrity, Adaptation, Microsoft Word, PowerPoint, Cashiering, Event Planning, Social Networking, Graphic Design
Education
University of Maryland Baltimore County 2009 — 2013
BA, Minor, History; Geography
Century High School 2005 — 2009
Diploma, 2009
Perry Abney's New York Life Insurance Company Experience December 2009 - June 2011
Job Account Manager at Strategic Staffing Solutions
Industry Information Technology and Services
Experience
Strategic Staffing Solutions February 2015 - Present
Dex Media September 2014 - Present
T-Mobile October 2012 - March 2014
NewTECH Medical March 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
Wachovia January 2008 - December 2009
Village Home Mortgage October 2004 - December 2007
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Investments, CRM, Finance, Sales, Financial Services, Management, Leadership, Credit, Business Development, Sales Process, Forecasting, Strategic Financial..., Sales Operations
Education
University of Maryland College Park
Electrical and Electronics Engineering
Strategic Staffing Solutions February 2015 - Present
Dex Media September 2014 - Present
T-Mobile October 2012 - March 2014
NewTECH Medical March 2011 - October 2012
New York Life Insurance Company December 2009 - June 2011
Wachovia January 2008 - December 2009
Village Home Mortgage October 2004 - December 2007
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Investments, CRM, Finance, Sales, Financial Services, Management, Leadership, Credit, Business Development, Sales Process, Forecasting, Strategic Financial..., Sales Operations
Education
University of Maryland College Park
Electrical and Electronics Engineering
Robert H. King Robert H. King's New York Life Insurance Company Experience January 2001 - December 2005
Job New & Certified PreOwned MercedesBenz Sales Representative
Industry Automotive
Experience
Smith Company Motor Cars December 2005 - Present
New York Life Insurance Company January 2001 - December 2005
Finish Line January 1997 - June 1999
Skills
Sales, Customer Service, Strategic Planning, Negotiation, Marketing Strategy, Sales Management, Marketing, Insurance, Customer Satisfaction, Entrepreneurship, Salesforce.com, CRM, Selling, Team Building, Sales Process, Automotive, Retail, Business Strategy, Customer Retention, Profit, Direct Sales, Vehicles
Education
University of Kentucky 1997 — 2001
Business
West Virginia University 1996 — 1997
Business
South Charleston High School 1992 — 1993
Smith Company Motor Cars December 2005 - Present
New York Life Insurance Company January 2001 - December 2005
Finish Line January 1997 - June 1999
Skills
Sales, Customer Service, Strategic Planning, Negotiation, Marketing Strategy, Sales Management, Marketing, Insurance, Customer Satisfaction, Entrepreneurship, Salesforce.com, CRM, Selling, Team Building, Sales Process, Automotive, Retail, Business Strategy, Customer Retention, Profit, Direct Sales, Vehicles
Education
University of Kentucky 1997 — 2001
Business
West Virginia University 1996 — 1997
Business
South Charleston High School 1992 — 1993
Duran Sparkman, MBA's New York Life Insurance Company Experience November 2013 - June 2015
Job Insurance & Financial Services
Industry Financial Services
Experience
Hall & Clark Insurance Agency March 2013 - Present
New York Life Insurance Company November 2013 - June 2015
Pfizer April 2000 - June 2007
Skills
Succession Planning, Training, Insurance, HR Consulting, Disability Insurance, Health Insurance, Compensation, Small Business, Long-term Care, Retirement, Fixed Annuities, Public Speaking, Executive Pay, Management, Benefits Administration, COBRA, Business Planning, Term Life Insurance, Health Savings Accounts, Life Insurance, Open Enrollment, Long Term Care Insurance, Whole Life, Retirement Planning, Defined Benefit, Universal Life, Pensions, Financial Planners, Brokers, Employee Relations, Group Insurance, Human Resources, IRAs, Licensed Life, Cold Calling, Onboarding, Health Care Reform, Employee Benefits, Sales
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Kentucky 1992 — 1993
BASW, Social Work
University of Kentucky 1991 — 1993
Bachelor's degree, Clinical/Medical Social Work
Alice Lloyd College 1983 — 1986
Field of Study: Business Administration, Business Administration and Management, General
Hall & Clark Insurance Agency March 2013 - Present
New York Life Insurance Company November 2013 - June 2015
Pfizer April 2000 - June 2007
Skills
Succession Planning, Training, Insurance, HR Consulting, Disability Insurance, Health Insurance, Compensation, Small Business, Long-term Care, Retirement, Fixed Annuities, Public Speaking, Executive Pay, Management, Benefits Administration, COBRA, Business Planning, Term Life Insurance, Health Savings Accounts, Life Insurance, Open Enrollment, Long Term Care Insurance, Whole Life, Retirement Planning, Defined Benefit, Universal Life, Pensions, Financial Planners, Brokers, Employee Relations, Group Insurance, Human Resources, IRAs, Licensed Life, Cold Calling, Onboarding, Health Care Reform, Employee Benefits, Sales
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Kentucky 1992 — 1993
BASW, Social Work
University of Kentucky 1991 — 1993
Bachelor's degree, Clinical/Medical Social Work
Alice Lloyd College 1983 — 1986
Field of Study: Business Administration, Business Administration and Management, General
Diane Groswald's New York Life Insurance Company Experience 1985 - 1995
Job Principal Broker at Modern Living Realty
Industry Real Estate
Experience
Modern Living Realty 2013 - Present
John Hancock Financial Services 2002 - Present
Transamerica 1998 - Present
New York Life Insurance Company 1985 - 1995
Education
St. Louis University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Louisville
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
University of Louisville
Master of Education (M.Ed.), Elementary Education
Modern Living Realty 2013 - Present
John Hancock Financial Services 2002 - Present
Transamerica 1998 - Present
New York Life Insurance Company 1985 - 1995
Education
St. Louis University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Louisville
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
University of Louisville
Master of Education (M.Ed.), Elementary Education
Brendan Wise's New York Life Insurance Company Experience August 2014 - Present
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company August 2014 - Present
S&E marketing August 2013 - Present
A.W.A.R.D. Lawn Care August 2009 - Present
L & L Exams / EMSI July 2006 - August 2014
Skills
Sales, Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Small Business, Wellness, Fitness, HIPAA, Office Administration, Office Management, PowerPoint, Cold Calling, Leadership, Social Networking, Time Management, Training
Education
University of Kentucky 2011 — 2013
Bachelor of Science (BSc), Kinesiology and Exercise Science
Lexington Community College 2009 — 2011
Associate's degree, Mathematics
New York Life Insurance Company August 2014 - Present
S&E marketing August 2013 - Present
A.W.A.R.D. Lawn Care August 2009 - Present
L & L Exams / EMSI July 2006 - August 2014
Skills
Sales, Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Small Business, Wellness, Fitness, HIPAA, Office Administration, Office Management, PowerPoint, Cold Calling, Leadership, Social Networking, Time Management, Training
Education
University of Kentucky 2011 — 2013
Bachelor of Science (BSc), Kinesiology and Exercise Science
Lexington Community College 2009 — 2011
Associate's degree, Mathematics
Anna Hartkemeyer's New York Life Insurance Company Experience June 2012 - February 2013
Job MHA Student
Industry Hospital & Health Care
Experience
University of Kentucky HealthCare August 2013 - Present
The Council of State Governments May 2014 - October 2014
New York Life Insurance Company June 2012 - February 2013
University of Kentucky Career Center December 2010 - December 2011
Skills
Healthcare Management, Data Analysis, Strategic Planning, Research, Organization, Microsoft Office, PowerPoint, Microsoft Excel, Organizational..., Teamwork, Mental Health
Education
College of Public Health at the University of Kentucky 2013 — 2015
Master of Health Administration, Process Improvement, Second year
University of Kentucky 2008 — 2013
Bachelors of Science, Economics
University of Kentucky HealthCare August 2013 - Present
The Council of State Governments May 2014 - October 2014
New York Life Insurance Company June 2012 - February 2013
University of Kentucky Career Center December 2010 - December 2011
Skills
Healthcare Management, Data Analysis, Strategic Planning, Research, Organization, Microsoft Office, PowerPoint, Microsoft Excel, Organizational..., Teamwork, Mental Health
Education
College of Public Health at the University of Kentucky 2013 — 2015
Master of Health Administration, Process Improvement, Second year
University of Kentucky 2008 — 2013
Bachelors of Science, Economics
Matthew Huston's New York Life Insurance Company Experience September 2011 - Present
Job Representative Life and Annuity New Business at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2011 - Present
Bread Garden Market December 2010 - July 2011
Bread Garden Market December 2010 - July 2011
Riverview Pool May 2007 - September 2010
Riverview Pool May 2006 - May 2010
Riverview Pool May 2005 - August 2007
Skills
Leadership, Organization, People Skills, Management, Project Planning, Time Management, Public Speaking, Customer Service, Marketing, Social Media, Sales, PowerPoint, Microsoft Excel, Event Planning, Social Networking, Networking, New Business Development, Accounting, Training, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Management and Organizations
International Student at Scuola di Amministrazione Aziendale (School of Management) 2010 — 2010
Bachelor of Business Administration, Management and Organizations
New York Life Insurance Company September 2011 - Present
Bread Garden Market December 2010 - July 2011
Bread Garden Market December 2010 - July 2011
Riverview Pool May 2007 - September 2010
Riverview Pool May 2006 - May 2010
Riverview Pool May 2005 - August 2007
Skills
Leadership, Organization, People Skills, Management, Project Planning, Time Management, Public Speaking, Customer Service, Marketing, Social Media, Sales, PowerPoint, Microsoft Excel, Event Planning, Social Networking, Networking, New Business Development, Accounting, Training, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Management and Organizations
International Student at Scuola di Amministrazione Aziendale (School of Management) 2010 — 2010
Bachelor of Business Administration, Management and Organizations
Jeremy Tokushige Jeremy Tokushige's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
Skills
Life Insurance, Term Life Insurance, Sales Management, Sales, Account Management, Retirement Planning, Retirement, Asset Protection, Creative Problem Solving, Education Funding..., Estate Planning, Permanent Life Insurance, Personal Finance, Protection..., Small Business, Succession Planning, Wealth Preservation..., Wealth Transfer..., Financial Services, Investments, Seminar Marketing, 401(k) Rollovers, Licensed Life Insurance..., Customer Insight, Long-Term Care Insurance, IRA Rollovers, Whole Life Insurance, Licensed in Long-Term..., Buy-sell Agreements, Customer Relations
Education
University of La Verne
Bachelor's Degree, Business Administration and Management, General
New York Life Insurance Company December 2013 - Present
Skills
Life Insurance, Term Life Insurance, Sales Management, Sales, Account Management, Retirement Planning, Retirement, Asset Protection, Creative Problem Solving, Education Funding..., Estate Planning, Permanent Life Insurance, Personal Finance, Protection..., Small Business, Succession Planning, Wealth Preservation..., Wealth Transfer..., Financial Services, Investments, Seminar Marketing, 401(k) Rollovers, Licensed Life Insurance..., Customer Insight, Long-Term Care Insurance, IRA Rollovers, Whole Life Insurance, Licensed in Long-Term..., Buy-sell Agreements, Customer Relations
Education
University of La Verne
Bachelor's Degree, Business Administration and Management, General
Ashley Cole's New York Life Insurance Company Experience February 2014 - Present
Job Helping young families to achieve financial independence in the Covina Valley area.
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2013 - Present
University of La Verne August 2012 - June 2013
University of La Verne College of Business and Public Management September 2011 - May 2012
University of La Verne College of Business and Public Management September 2010 - September 2010
Skills
Retirement Planning, 401k Rollovers, Insurance, Annuity Sales, Legacies, Communication Skills, Multi-generational..., Financial Services, Small Business, Customer Satisfaction, Wealth Preservation..., IRA Rollovers, Microsoft Excel, Research, Social Networking, Event Planning, Community Outreach, Marketing, Management
Education
University of La Verne 2009 — 2013
Bachelor of Science (B.S.), Psychology
University of La Verne
Master of Business Administration
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2013 - Present
University of La Verne August 2012 - June 2013
University of La Verne College of Business and Public Management September 2011 - May 2012
University of La Verne College of Business and Public Management September 2010 - September 2010
Skills
Retirement Planning, 401k Rollovers, Insurance, Annuity Sales, Legacies, Communication Skills, Multi-generational..., Financial Services, Small Business, Customer Satisfaction, Wealth Preservation..., IRA Rollovers, Microsoft Excel, Research, Social Networking, Event Planning, Community Outreach, Marketing, Management
Education
University of La Verne 2009 — 2013
Bachelor of Science (B.S.), Psychology
University of La Verne
Master of Business Administration
Brian Tulloch Brian Tulloch's New York Life Insurance Company Experience October 2008 - Present
Job Sr. Services Associate
Industry Insurance
Experience
New York Life Insurance Company October 2008 - Present
Hertz Local Edition January 2005 - July 2008
Education
University of Maryland College Park 1998 — 2003
Bachelor of Arts (BA), Communication and Media Studies
New York Life Insurance Company October 2008 - Present
Hertz Local Edition January 2005 - July 2008
Education
University of Maryland College Park 1998 — 2003
Bachelor of Arts (BA), Communication and Media Studies
Tamba Johnson Tamba Johnson's New York Life Insurance Company Experience March 2010 - December 2011
Job Financial Representative at Thrivent Financial ► Guiding Clients to Be Wise with Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial September 2014 - Present
Humana September 2013 - Present
Minneapolis United Soccer Club June 2008 - Present
benovate May 2012 - September 2013
Colonial Life December 2011 - December 2012
New York Life Insurance Company March 2010 - December 2011
sanofi-aventis April 2007 - May 2010
sanofi-aventis April 2007 - December 2009
Novartis Pharmaceuticals October 2003 - April 2007
Plymouth Youth Center August 2002 - July 2003
Skills
Coaching, Sales Operations, Management, Sales, Leadership, Customer Service, New Business Development, Team Building, Marketing, Healthcare, Account Management, Employee Benefits, Strategic Planning, Training, Small Business, Sales Process, Managed Care, Sales Management, Sales Presentations, Cold Calling, Selling, Business Management, Benefits, Health, Territory, Urology, Hospitals, Mentoring, Consultative Selling
Education
University of Wisconsin 1997 — 2001
B.A, Behavioral Science and Law
University of Wisconsin-Madison 1997 — 2001
Bachelor of Science, Psychology and Behavioral Sciences
University of Maine 1996 — 1997
Certificate, Criminal Justice
Thrivent Financial September 2014 - Present
Humana September 2013 - Present
Minneapolis United Soccer Club June 2008 - Present
benovate May 2012 - September 2013
Colonial Life December 2011 - December 2012
New York Life Insurance Company March 2010 - December 2011
sanofi-aventis April 2007 - May 2010
sanofi-aventis April 2007 - December 2009
Novartis Pharmaceuticals October 2003 - April 2007
Plymouth Youth Center August 2002 - July 2003
Skills
Coaching, Sales Operations, Management, Sales, Leadership, Customer Service, New Business Development, Team Building, Marketing, Healthcare, Account Management, Employee Benefits, Strategic Planning, Training, Small Business, Sales Process, Managed Care, Sales Management, Sales Presentations, Cold Calling, Selling, Business Management, Benefits, Health, Territory, Urology, Hospitals, Mentoring, Consultative Selling
Education
University of Wisconsin 1997 — 2001
B.A, Behavioral Science and Law
University of Wisconsin-Madison 1997 — 2001
Bachelor of Science, Psychology and Behavioral Sciences
University of Maine 1996 — 1997
Certificate, Criminal Justice
Ainsley Auzenne's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
Army National Guard July 2007 - Present
BrunoInc / Downtown Development Group April 2013 - August 2014
Forum Energy Technologies 2011 - May 2012
Quiznos July 2005 - February 2008
Verizon Wireless June 2004 - June 2005
Skills
Leadership, Business Development, Sales, Military, Security Clearance, Military Operations, Operational Planning, Army, DoD, Military Experience, National Security, Command, Intelligence Analysis, Force Protection, Weapons, Urban Planning, Customer Service, Project Management, Management, Team Building, Microsoft Office, Team Leadership, Strategic Planning, Training, Marketing, Public Speaking
Education
University of Louisiana at Lafayette
Finance, General
Escuela Campo Alegre 1998 — 2002
High School, International Baccalaureate
New York Life Insurance Company September 2014 - Present
Army National Guard July 2007 - Present
BrunoInc / Downtown Development Group April 2013 - August 2014
Forum Energy Technologies 2011 - May 2012
Quiznos July 2005 - February 2008
Verizon Wireless June 2004 - June 2005
Skills
Leadership, Business Development, Sales, Military, Security Clearance, Military Operations, Operational Planning, Army, DoD, Military Experience, National Security, Command, Intelligence Analysis, Force Protection, Weapons, Urban Planning, Customer Service, Project Management, Management, Team Building, Microsoft Office, Team Leadership, Strategic Planning, Training, Marketing, Public Speaking
Education
University of Louisiana at Lafayette
Finance, General
Escuela Campo Alegre 1998 — 2002
High School, International Baccalaureate
Rob Salisbury Rob Salisbury's New York Life Insurance Company Experience October 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
NYLIFE Securities LLC January 2011 - Present
Skills
Asset Management, Annuity Sales, Customer Relations, Investments, IRAs, Life Insurance, Retirement Planning, 401k Rollovers
Education
University of Iowa 2006 — 2010
BA, Finance
New York Life Insurance Company October 2010 - Present
NYLIFE Securities LLC January 2011 - Present
Skills
Asset Management, Annuity Sales, Customer Relations, Investments, IRAs, Life Insurance, Retirement Planning, 401k Rollovers
Education
University of Iowa 2006 — 2010
BA, Finance
J.J. Kremer J.J. Kremer's New York Life Insurance Company Experience July 2013 - October 2014
Job Licensed Insurance Agent at The Baltimore Life Insurance Company
Industry Financial Services
Experience
The Baltimore Life Insurance Company November 2014 - Present
New York Life Insurance Company July 2013 - October 2014
Vocus April 2012 - June 2013
Comcast 2011 - August 2012
The Manhattan Grill December 2004 - April 2011
Cavalier Telephone May 2008 - October 2009
Rudolph's Office & Computer Supply Company October 2004 - June 2005
The Oregon Grille November 2003 - November 2004
The Baltimore Blast Soccer Club September 1998 - November 2003
Skills
Cold Calling, CRM, Account Management, Social Media Marketing, Direct Sales, Sales Process, Marketing, Sales, Social Networking, Social Media, Customer Service, Business Networking, Email Marketing, Sales Presentations, 401k Rollovers, Life Insurance, Licensed Life Insurance..., Relationship Management, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Building Relationships, Education Funding..., Estate Planning, Life Insurance..., Lifetime Income..., Retirement Planning, Retirement, Supplements to Employee..., IRA Rollovers, Protection..., Grandchild Gifting, Asset Protection
Education
University of Maryland Baltimore County 1992 — 1996
Calvert Hall College High School
St. Anthony's of Padua
The Baltimore Life Insurance Company November 2014 - Present
New York Life Insurance Company July 2013 - October 2014
Vocus April 2012 - June 2013
Comcast 2011 - August 2012
The Manhattan Grill December 2004 - April 2011
Cavalier Telephone May 2008 - October 2009
Rudolph's Office & Computer Supply Company October 2004 - June 2005
The Oregon Grille November 2003 - November 2004
The Baltimore Blast Soccer Club September 1998 - November 2003
Skills
Cold Calling, CRM, Account Management, Social Media Marketing, Direct Sales, Sales Process, Marketing, Sales, Social Networking, Social Media, Customer Service, Business Networking, Email Marketing, Sales Presentations, 401k Rollovers, Life Insurance, Licensed Life Insurance..., Relationship Management, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Building Relationships, Education Funding..., Estate Planning, Life Insurance..., Lifetime Income..., Retirement Planning, Retirement, Supplements to Employee..., IRA Rollovers, Protection..., Grandchild Gifting, Asset Protection
Education
University of Maryland Baltimore County 1992 — 1996
Calvert Hall College High School
St. Anthony's of Padua
Brandon Cutwright, CAM's New York Life Insurance Company Experience May 2009 - August 2009
Job Investment Sales Associate at SilvestriCraig Realtors
Industry Real Estate
Experience
Silvestri-Craig Realtors August 2015 - Present
Mid-America Apartment Communities July 2012 - August 2015
PRG Real Estate Management May 2011 - July 2012
PRG Real Estate Management May 2010 - May 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Investment Properties, Apartments, Property, Marketing, Leadership, Leases, Property Management, Selling, Real Estate, Budgets, Contract Negotiation, Customer Service, Lease Administration, Management, Market Analysis, Real Estate Transactions, Rentals, Sales, Yardi, Microsoft Office, Residential Homes, Fair Housing, Negotiation, Team Building, Marketing Strategy
Education
University of Kentucky 2006 — 2010
B.B.A, Finance
University of Kentucky 2006 — 2010
Minor, International Business
Silvestri-Craig Realtors August 2015 - Present
Mid-America Apartment Communities July 2012 - August 2015
PRG Real Estate Management May 2011 - July 2012
PRG Real Estate Management May 2010 - May 2011
New York Life Insurance Company May 2009 - August 2009
Skills
Investment Properties, Apartments, Property, Marketing, Leadership, Leases, Property Management, Selling, Real Estate, Budgets, Contract Negotiation, Customer Service, Lease Administration, Management, Market Analysis, Real Estate Transactions, Rentals, Sales, Yardi, Microsoft Office, Residential Homes, Fair Housing, Negotiation, Team Building, Marketing Strategy
Education
University of Kentucky 2006 — 2010
B.B.A, Finance
University of Kentucky 2006 — 2010
Minor, International Business
Yvette Tardiff Yvette Tardiff's New York Life Insurance Company Experience August 2011 - March 2012
Job Senior Customer Programs Manager at Riverbed Technology
Industry Information Technology and Services
Experience
Riverbed Technology June 2014 - Present
Freelance May 2000 - Present
Riverbed Technology August 2012 - June 2014
New York Life Insurance Company August 2011 - March 2012
LPL Financial June 2010 - August 2011
LPL Financial February 2007 - June 2010
Madavor Media October 2006 - February 2007
University of Maine January 2005 - August 2006
VistaPrint August 2004 - December 2004
University of Maine May 2000 - August 2004
Skills
Brand Development, Graphic Design, Marketing, Web Design, Marketing Communications, Adobe Creative Suite, Art Direction, Product Management, Management, Corporate Branding, Project Planning, Strategy, New Media, Start-ups, Brochures, Direct Marketing, Customer Reference, Salesforce.com, Public Relations, Creative Direction, Integrated Marketing, Marketing Strategy, Email Marketing, Executive Presentation..., Product Marketing, Problem Solving, Process Improvement, Editing, Graphics, Online Marketing, Social Media Marketing, Video, Advertising, User Interface Design, Sales, E-commerce, Content Management, User Experience, SEO, Lead Generation, Online Advertising, Mac, Application Performance..., Enterprise Software, Social Media, Project Management
Education
University of Maine 2006 — 2008
MA, Intermedia
Ecole nationale supérieure des Beaux Arts
Graduate Student Exchange
University of Maine 1999 — 2004
Bachelor of Fine Arts (BFA), Studio Art (Printmaking), Cum Laude
University of Maine 1999 — 2004
Bachelor of Arts (B.A.), New Media, Cum Laude
University of Maine 1999 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Cum Laude
Haystack Mountain School of Crafts 1999 — 1999
Young Artist’s Symposium in Drawing
Riverbed Technology June 2014 - Present
Freelance May 2000 - Present
Riverbed Technology August 2012 - June 2014
New York Life Insurance Company August 2011 - March 2012
LPL Financial June 2010 - August 2011
LPL Financial February 2007 - June 2010
Madavor Media October 2006 - February 2007
University of Maine January 2005 - August 2006
VistaPrint August 2004 - December 2004
University of Maine May 2000 - August 2004
Skills
Brand Development, Graphic Design, Marketing, Web Design, Marketing Communications, Adobe Creative Suite, Art Direction, Product Management, Management, Corporate Branding, Project Planning, Strategy, New Media, Start-ups, Brochures, Direct Marketing, Customer Reference, Salesforce.com, Public Relations, Creative Direction, Integrated Marketing, Marketing Strategy, Email Marketing, Executive Presentation..., Product Marketing, Problem Solving, Process Improvement, Editing, Graphics, Online Marketing, Social Media Marketing, Video, Advertising, User Interface Design, Sales, E-commerce, Content Management, User Experience, SEO, Lead Generation, Online Advertising, Mac, Application Performance..., Enterprise Software, Social Media, Project Management
Education
University of Maine 2006 — 2008
MA, Intermedia
Ecole nationale supérieure des Beaux Arts
Graduate Student Exchange
University of Maine 1999 — 2004
Bachelor of Fine Arts (BFA), Studio Art (Printmaking), Cum Laude
University of Maine 1999 — 2004
Bachelor of Arts (B.A.), New Media, Cum Laude
University of Maine 1999 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Cum Laude
Haystack Mountain School of Crafts 1999 — 1999
Young Artist’s Symposium in Drawing
Ron Ansell Ron Ansell's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional helping individuals and business owners create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Skills
Investments, Licensed Life and..., Retirement Planning, 401k Rollovers, Licensed in Long Term..., Asset Protection, Financial Services, Employee Benefits
Education
University of Mary Hardin-Baylor
Bachelor, Accounting
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Skills
Investments, Licensed Life and..., Retirement Planning, 401k Rollovers, Licensed in Long Term..., Asset Protection, Financial Services, Employee Benefits
Education
University of Mary Hardin-Baylor
Bachelor, Accounting
Frederick Asante Frederick Asante's New York Life Insurance Company Experience 2006 - 2011
Job Sales Consultant
Industry Information Technology and Services
Experience
WP Engine November 2014 - Present
Bigcommerce April 2012 - 2014
Sparefoot Corp April 2011 - March 2012
New York Life Insurance Company 2006 - 2011
Dun & Bradstreet 2001 - 2006
Skills
Microsoft Office, MS Office Suite, Salesforce.com, Outlook Express, PowerPoint, Access, Word, Excel, Windows 9x, Windows 7, Microsoft Windows 98, Linux, Unix, MS-DOS, Linux server..., Leadership, Microsoft Excel, Sales, Microsoft Word, Marketing, Linux System..., Windows 95, Business Development, Customer Service
Education
University of Maryland Baltimore County 1996 — 2001
Bachelor of Business Administration (BBA)
WP Engine November 2014 - Present
Bigcommerce April 2012 - 2014
Sparefoot Corp April 2011 - March 2012
New York Life Insurance Company 2006 - 2011
Dun & Bradstreet 2001 - 2006
Skills
Microsoft Office, MS Office Suite, Salesforce.com, Outlook Express, PowerPoint, Access, Word, Excel, Windows 9x, Windows 7, Microsoft Windows 98, Linux, Unix, MS-DOS, Linux server..., Leadership, Microsoft Excel, Sales, Microsoft Word, Marketing, Linux System..., Windows 95, Business Development, Customer Service
Education
University of Maryland Baltimore County 1996 — 2001
Bachelor of Business Administration (BBA)
Lance Lavoie Lance Lavoie's New York Life Insurance Company Experience August 2014 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
Bueno Loco in Falmout Maine February 2013 - August 2014
Skills
Customer Service, Fixed Annuities, General Insurance, Health Insurance, Leadership, Marketing Strategy, Marketing, Microsoft Office, Property, Retirement Planning, Small Business, Team Building, Long-Term Care Insurance
Education
University of Maine at Augusta 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New York Life Insurance Company August 2014 - Present
Bueno Loco in Falmout Maine February 2013 - August 2014
Skills
Customer Service, Fixed Annuities, General Insurance, Health Insurance, Leadership, Marketing Strategy, Marketing, Microsoft Office, Property, Retirement Planning, Small Business, Team Building, Long-Term Care Insurance
Education
University of Maine at Augusta 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Travis Garcelon Travis Garcelon's New York Life Insurance Company Experience July 2014 - January 2015
Job Senior Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
New York Life Insurance Company July 2014 - January 2015
Consumer United January 2013 - July 2014
Students for Liberty November 2012 - November 2012
Pinnacle Security February 2012 - August 2012
Skills
Sales, Networking, Microsoft Excel, Creative Writing, Small Business, Social Entrepreneurship, Rugby, Insurance, Life Insurance, Asset Protection, Relationship Building, Buy-sell Agreements, Estate Planning, Key Person Insurance, Licensed to Sell..., Permanent Life Insurance, Retirement Planning, Term Life Insurance, Politics
Education
University of Maine 2008 — 2012
Bachelor's degree, Political Science and Government, minor Philosophy, 3.0
Hampden Academy 2004 — 2008
GED
John Hancock Financial Services January 2015 - Present
New York Life Insurance Company July 2014 - January 2015
Consumer United January 2013 - July 2014
Students for Liberty November 2012 - November 2012
Pinnacle Security February 2012 - August 2012
Skills
Sales, Networking, Microsoft Excel, Creative Writing, Small Business, Social Entrepreneurship, Rugby, Insurance, Life Insurance, Asset Protection, Relationship Building, Buy-sell Agreements, Estate Planning, Key Person Insurance, Licensed to Sell..., Permanent Life Insurance, Retirement Planning, Term Life Insurance, Politics
Education
University of Maine 2008 — 2012
Bachelor's degree, Political Science and Government, minor Philosophy, 3.0
Hampden Academy 2004 — 2008
GED
Richard Westberg, CFP, CLU, CH.F.C. Richard Westberg, CFP, CLU, CH.F.C.'s New York Life Insurance Company Experience March 1979 - December 1993
Job Creating development programs for next generation financial advisors
Industry Financial Services
Experience
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Sun Life Global Investments January 2014 - Present
AEGON Canada / Transamerica November 2009 - Present
Credential January 2008 - November 2009
Freedom 55 Financial August 1996 - September 2007
Prudential Insurance October 1995 - July 1996
Canada Life January 1994 - September 1995
New York Life Insurance Company March 1979 - December 1993
Skills
Retirement Planning, Retirement, Financial Advisory, Financial Planners, Employee Benefits, Wealth, Pensions, Securities, Life Insurance, Health Insurance, Term Life Insurance, Financial Analysis, Portfolio Management, Investment Strategies, Relationship Management
Education
Financial Planning Standards Council 1995 — 1996
Certified Financial Planner, Financial Planning
Advocis 1991 — 1992
Chartered Financial Consultant, Investments & Retirement
Advocis 1982 — 1985
Chartered Life Underwriter, Insurance
University of Manitoba 1976 — 1978
Education
Ashley Houser's New York Life Insurance Company Experience August 2013 - January 2014
Job Exceeding expectations
Industry Financial Services
Experience
Chase January 2015 - Present
Girl Scouts of Louisiana - Pines to the Gulf August 2013 - Present
New York Life Insurance Company August 2013 - January 2014
Navy-Marine Corps Relief Society November 2008 - April 2009
US Navy November 2005 - March 2007
US Navy August 2002 - July 2005
Skills
Motivated self-starter, Active Team Player, Highly Dedicated, Close Attention to..., Licensed Life, Health,..., Creative Problem Solving, Microsoft Office, Organization, Written & Verbal..., Troubleshooting, Preventive Maintenance, Telecommunications..., Always Punctual, Microsoft Office 2007, Analysis, Self-driven, Spreadsheets, Oral, Information Systems, Situational Leadership, Technical Writing, Supervising, Office Administration, Military Experience, Supervisory Experience, Highly detail oriented, Telephone Skills, People Skills, Dependable Team Player, Organizational..., Goal Oriented, Integrity, Analytical Skills, Accountability, Maintenance, Electronics, Critical Thinking, Interpersonal..., Organizational..., Highly motivated...
Education
University of Louisiana at Lafayette 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.75
State Fair Community College 2010 — 2011
Associate of Arts (A.A.), General Studies, 3.85
Chase January 2015 - Present
Girl Scouts of Louisiana - Pines to the Gulf August 2013 - Present
New York Life Insurance Company August 2013 - January 2014
Navy-Marine Corps Relief Society November 2008 - April 2009
US Navy November 2005 - March 2007
US Navy August 2002 - July 2005
Skills
Motivated self-starter, Active Team Player, Highly Dedicated, Close Attention to..., Licensed Life, Health,..., Creative Problem Solving, Microsoft Office, Organization, Written & Verbal..., Troubleshooting, Preventive Maintenance, Telecommunications..., Always Punctual, Microsoft Office 2007, Analysis, Self-driven, Spreadsheets, Oral, Information Systems, Situational Leadership, Technical Writing, Supervising, Office Administration, Military Experience, Supervisory Experience, Highly detail oriented, Telephone Skills, People Skills, Dependable Team Player, Organizational..., Goal Oriented, Integrity, Analytical Skills, Accountability, Maintenance, Electronics, Critical Thinking, Interpersonal..., Organizational..., Highly motivated...
Education
University of Louisiana at Lafayette 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.75
State Fair Community College 2010 — 2011
Associate of Arts (A.A.), General Studies, 3.85
Michael Scheeler's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities December 2013 - Present
New York Life Insurance Company June 2013 - Present
Hard Shell Gear July 2009 - September 2014
Junior Maryland Terrapins Lacrosse Club May 2011 - July 2013
Skills
Investments, Customer Service, Strategic Planning, Retirement Planning, Life Insurance, Financial Services, Asset Allocation, Financial Recruiting, College Savings Plans, Social Networking, Social Media, Marketing, Social Media Marketing, Leadership, Entrepreneurship, Public Relations, Fundraising, Event Management, Team Building, Sponsorship, Retirement Income..., Succession Planning, Wealth Preservation..., 401k Rollovers, Estate Planning, Employee Benefits, Buy-sell Agreements, Legacies, Key Person Protection, Account Management, Guaranteed Lifetime..., Risk Management, Personal Finance, Facebook, Microsoft Office
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), American Studies
Calvert Hall College High School 2005 — 2009
NYLIFE Securities December 2013 - Present
New York Life Insurance Company June 2013 - Present
Hard Shell Gear July 2009 - September 2014
Junior Maryland Terrapins Lacrosse Club May 2011 - July 2013
Skills
Investments, Customer Service, Strategic Planning, Retirement Planning, Life Insurance, Financial Services, Asset Allocation, Financial Recruiting, College Savings Plans, Social Networking, Social Media, Marketing, Social Media Marketing, Leadership, Entrepreneurship, Public Relations, Fundraising, Event Management, Team Building, Sponsorship, Retirement Income..., Succession Planning, Wealth Preservation..., 401k Rollovers, Estate Planning, Employee Benefits, Buy-sell Agreements, Legacies, Key Person Protection, Account Management, Guaranteed Lifetime..., Risk Management, Personal Finance, Facebook, Microsoft Office
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), American Studies
Calvert Hall College High School 2005 — 2009
Aron Fairbanks Aron Fairbanks's New York Life Insurance Company Experience September 2001 - December 2001
Job Customer Care at TMobile
Industry Telecommunications
Experience
On Process Technology July 2015 - Present
North American Power May 2014 - July 2015
Argo Marketing Group July 2014 - November 2014
T-Mobile July 2012 - May 2014
Molina Healthcare July 2011 - July 2012
Wal-Mart December 2010 - August 2011
Rite Aid March 2003 - July 2010
The Hutchison Company 2001 - 2003
The Sports Authority 1999 - 2003
New York Life Insurance Company September 2001 - December 2001
Skills
Retail, Hiring, Visual Merchandising, Inventory Management, Customer Service, Budget Analysis, Budget Development, Policy Analysis, Interviewing, Benefit Administration, Sales, Merchandising, Leadership, Profit, Store Management, Loss Prevention, Inventory Control, Team Building, Time Management, Performance Management, Employee Relations, P, Retail Sales, Driving Results, Store Operations, Big Box, Teamwork, Customer Experience, Team Leadership, Leadership Development
Education
University of Maine 2010 — 2011
Public Adm, economics, admin, labor relations, poly sci
On Process Technology July 2015 - Present
North American Power May 2014 - July 2015
Argo Marketing Group July 2014 - November 2014
T-Mobile July 2012 - May 2014
Molina Healthcare July 2011 - July 2012
Wal-Mart December 2010 - August 2011
Rite Aid March 2003 - July 2010
The Hutchison Company 2001 - 2003
The Sports Authority 1999 - 2003
New York Life Insurance Company September 2001 - December 2001
Skills
Retail, Hiring, Visual Merchandising, Inventory Management, Customer Service, Budget Analysis, Budget Development, Policy Analysis, Interviewing, Benefit Administration, Sales, Merchandising, Leadership, Profit, Store Management, Loss Prevention, Inventory Control, Team Building, Time Management, Performance Management, Employee Relations, P, Retail Sales, Driving Results, Store Operations, Big Box, Teamwork, Customer Experience, Team Leadership, Leadership Development
Education
University of Maine 2010 — 2011
Public Adm, economics, admin, labor relations, poly sci
Bert Bienvenu's New York Life Insurance Company Experience August 1999 - December 2005
Job Branch Manager at Community First Bank
Industry Banking
Experience
Community First Bank February 2013 - Present
Teche Bank & Trust Co January 2006 - January 2013
New York Life Insurance Company August 1999 - December 2005
Skills
Strategic Financial..., Risk Management, Team Building, Credit, Sales, Operations Management, Inventory Management, Contract Negotiation, Underwriting, Strategic Planning, Microsoft Office, Budgets, Financial Analysis, Customer Service, Marketing, Banking, Mortgage Lending, Training, Sales Management, Negotiation, Accounting, Leadership, Management, New Business Development, Microsoft Excel, Real Estate, Insurance, Account Management, Finance, Business Development, Microsoft Word
Education
University of Louisiana at Lafayette 1999 — 2003
Master of Business Administration (M.B.A.)
University of Southwestern Louisiana 1992 — 1998
Bachelor of Science (B.S.), Business Administration
Community First Bank February 2013 - Present
Teche Bank & Trust Co January 2006 - January 2013
New York Life Insurance Company August 1999 - December 2005
Skills
Strategic Financial..., Risk Management, Team Building, Credit, Sales, Operations Management, Inventory Management, Contract Negotiation, Underwriting, Strategic Planning, Microsoft Office, Budgets, Financial Analysis, Customer Service, Marketing, Banking, Mortgage Lending, Training, Sales Management, Negotiation, Accounting, Leadership, Management, New Business Development, Microsoft Excel, Real Estate, Insurance, Account Management, Finance, Business Development, Microsoft Word
Education
University of Louisiana at Lafayette 1999 — 2003
Master of Business Administration (M.B.A.)
University of Southwestern Louisiana 1992 — 1998
Bachelor of Science (B.S.), Business Administration
Daniel Pinkston Daniel Pinkston's New York Life Insurance Company Experience May 2015 - Present
Job Financial Advisor at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Monumental Life Insurance November 2010 - December 2014
Skills
Sales Professional, Term Life Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Long-term Care, Universal Life, Health Insurance, Property & Casualty..., Insurance
Education
University of Louisville 2008 — 2009
Bachelor of Science, Communications
University of North Florida - College of Business Administration 2006 — 2007
New York Life Insurance Company May 2015 - Present
Monumental Life Insurance November 2010 - December 2014
Skills
Sales Professional, Term Life Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Whole Life, Long-term Care, Universal Life, Health Insurance, Property & Casualty..., Insurance
Education
University of Louisville 2008 — 2009
Bachelor of Science, Communications
University of North Florida - College of Business Administration 2006 — 2007
Joshua MacLean Joshua MacLean's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
Polk City Chamber of Commerce January 2015 - Present
New York Life Insurance Company November 2014 - Present
Army National Guard June 2008 - Present
John Deere September 2013 - December 2014
John Deere Des Moines Works April 2012 - August 2013
John Deere Ottumwa Works June 2008 - March 2012
US Army June 2002 - June 2008
US Navy April 1992 - June 1996
Skills
Security Clearance, Leadership, Operational Planning, Military Operations, Command, Training, Operations Management, Team Building, Leadership Development, Personnel Supervision, Manufacturing Operations, Life Insurance, Long Term Care Insurance, Investments, 401k, Annuity Sales, Continuous Improvement, Organizational..., Government, Military, Military Experience, Defense, Top Secret, Army, Process Improvement
Education
U. S. Army Advanced Officers Course 2005 — 2006
Advanced Military and Operational Studies
U. S. Army Officer Basic Course 2002 — 2003
Military Science and Operational Studies
University of Iowa 1997 — 2002
Bachelor's Degree, Psychology
NYLIFE Securities LLC March 2015 - Present
Polk City Chamber of Commerce January 2015 - Present
New York Life Insurance Company November 2014 - Present
Army National Guard June 2008 - Present
John Deere September 2013 - December 2014
John Deere Des Moines Works April 2012 - August 2013
John Deere Ottumwa Works June 2008 - March 2012
US Army June 2002 - June 2008
US Navy April 1992 - June 1996
Skills
Security Clearance, Leadership, Operational Planning, Military Operations, Command, Training, Operations Management, Team Building, Leadership Development, Personnel Supervision, Manufacturing Operations, Life Insurance, Long Term Care Insurance, Investments, 401k, Annuity Sales, Continuous Improvement, Organizational..., Government, Military, Military Experience, Defense, Top Secret, Army, Process Improvement
Education
U. S. Army Advanced Officers Course 2005 — 2006
Advanced Military and Operational Studies
U. S. Army Officer Basic Course 2002 — 2003
Military Science and Operational Studies
University of Iowa 1997 — 2002
Bachelor's Degree, Psychology
Ric Collins Ric Collins's New York Life Insurance Company Experience November 2003 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2003 - Present
New York Life Insurance Company December 1997 - Present
John Hancock Financial Services October 1994 - October 1997
EMCON CMA, Inc. July 1985 - October 1994
Skills
Management, Sales, Leadership, Training, Life Insurance, Financial Planning, Retirement Planning, Estate Planning, Investments, Public Speaking, Team Building, Financial Services
Education
University of Maryland College Park 1981 — 1983
American Government and Politics (United States)
New York Life Insurance Company November 2003 - Present
New York Life Insurance Company December 1997 - Present
John Hancock Financial Services October 1994 - October 1997
EMCON CMA, Inc. July 1985 - October 1994
Skills
Management, Sales, Leadership, Training, Life Insurance, Financial Planning, Retirement Planning, Estate Planning, Investments, Public Speaking, Team Building, Financial Services
Education
University of Maryland College Park 1981 — 1983
American Government and Politics (United States)
Darin Flanagan's New York Life Insurance Company Experience December 2011 - April 2013
Job Teacher at Lincoln Academy
Industry Primary/Secondary Education
Experience
Lincoln Academy November 2013 - Present
New York Life Insurance Company December 2011 - April 2013
Education
University of Maine at Farmington 1991 — 1996
Bachelor's degree, Mathematics
Wiscasset HIgh School 1987 — 1991
Lincoln Academy November 2013 - Present
New York Life Insurance Company December 2011 - April 2013
Education
University of Maine at Farmington 1991 — 1996
Bachelor's degree, Mathematics
Wiscasset HIgh School 1987 — 1991
Nicholas Peay's New York Life Insurance Company Experience March 2015 - Present
Job Customer Service RepresentativeNew Business Processing at New York Life Insurance Company
Industry Retail
Experience
New York Life Insurance Company March 2015 - Present
The Home Depot February 2014 - March 2015
United States Navy Reserve May 2007 - March 2014
Target March 2013 - February 2014
Target October 2010 - March 2013
Skills
Risk Management, Adobe Creative Suite, Customer Service, Leadership, Inventory Management, Microsoft Office, Strategic Planning, Government, Sales, Training, Team Leadership, Management, Microsoft Excel, Team Building, Microsoft Word
Education
University of Louisville 1999 — 2006
BSBA, Business Management
New York Life Insurance Company March 2015 - Present
The Home Depot February 2014 - March 2015
United States Navy Reserve May 2007 - March 2014
Target March 2013 - February 2014
Target October 2010 - March 2013
Skills
Risk Management, Adobe Creative Suite, Customer Service, Leadership, Inventory Management, Microsoft Office, Strategic Planning, Government, Sales, Training, Team Leadership, Management, Microsoft Excel, Team Building, Microsoft Word
Education
University of Louisville 1999 — 2006
BSBA, Business Management
Kate Gotmer Pearson Kate Gotmer Pearson's New York Life Insurance Company Experience May 2005 - July 2009
Job Financial Services
Industry Financial Services
Experience
Associated Investment Services June 2012 - June 2015
MetLife July 2009 - January 2014
New York Life Insurance Company May 2005 - July 2009
State Farm May 2003 - May 2005
Skills
Insurance, Sales, Customer Service
Education
University of Iowa 1994 — 1997
BA
Associated Investment Services June 2012 - June 2015
MetLife July 2009 - January 2014
New York Life Insurance Company May 2005 - July 2009
State Farm May 2003 - May 2005
Skills
Insurance, Sales, Customer Service
Education
University of Iowa 1994 — 1997
BA
Kelsey Porter Kelsey Porter's New York Life Insurance Company Experience August 2014 - Present
Job Local New York Life Agent, active member of the Downeast Maine community and loving wife.
Industry Insurance
Experience
New York Life Insurance Company August 2014 - Present
Holmes Accounting Service, Inc. January 2014 - May 2014
University of Maine Machias August 2011 - December 2013
Skills
Licensed Life Insurance..., Education Funding, Account Management, Annuity Sales, Retirement Planning, Asset Protection, Life Insurnace..., Income Protection, Business Planning, Gifting Strategies, Estate Planning, Personal Finance, Strategic Planning, Relationship Building, Leadership, Public Speaking, Networking, Insurance, Life Insurance, Customer Service, Small Business, Retirement, Fixed Annuities, Management, Finance
Education
University of Maine at Machias 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Word of Life Bible Institute 2007 — 2009
Theology/Theological Studies
New York Life Insurance Company August 2014 - Present
Holmes Accounting Service, Inc. January 2014 - May 2014
University of Maine Machias August 2011 - December 2013
Skills
Licensed Life Insurance..., Education Funding, Account Management, Annuity Sales, Retirement Planning, Asset Protection, Life Insurnace..., Income Protection, Business Planning, Gifting Strategies, Estate Planning, Personal Finance, Strategic Planning, Relationship Building, Leadership, Public Speaking, Networking, Insurance, Life Insurance, Customer Service, Small Business, Retirement, Fixed Annuities, Management, Finance
Education
University of Maine at Machias 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Word of Life Bible Institute 2007 — 2009
Theology/Theological Studies
Edward Summers Edward Summers's New York Life Insurance Company Experience December 2009 - April 2012
Job Retirement Counselor at Prudential
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - July 2015
New York Life Insurance Company December 2009 - April 2012
Bay Cove Academy August 2006 - August 2009
Skills
401k Rollovers, Retirement Planning, Mutual Funds, Pensions, Annuities, Long Term Care, Term Life Insurance, Whole Life, Universal Life, Finance, Investments, Financial Analysis, Insurance, Financial Services, Microsoft Excel
Education
UMass Boston
BA
University of Maine
Prudential Financial July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - July 2015
New York Life Insurance Company December 2009 - April 2012
Bay Cove Academy August 2006 - August 2009
Skills
401k Rollovers, Retirement Planning, Mutual Funds, Pensions, Annuities, Long Term Care, Term Life Insurance, Whole Life, Universal Life, Finance, Investments, Financial Analysis, Insurance, Financial Services, Microsoft Excel
Education
UMass Boston
BA
University of Maine
Mozell H. Axson II's New York Life Insurance Company Experience April 2013 - September 2014
Job President at Axson Insurance & Financial Services
Industry Financial Services
Experience
Axson Insurance & Financial Services October 2014 - Present
NYLIFE Securities LLC June 2014 - September 2014
New York Life Insurance Company April 2013 - September 2014
Aflac May 2012 - April 2013
Kentucky Department of Corrections August 2011 - February 2012
Town & Country Ford January 2011 - February 2012
University of Louisville August 2009 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Small Business, Key Person Protection, Estate Planning, Time Management, Gifting Strategies, Legacies, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Personal Finance, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Thought Leadership, Sales, Employee Benefits, Life Insurance, Disability Insurance, Program Management, Microsoft Office, Leadership, Marketing, Customer Retention, Health Insurance, Team Building, Public Speaking
Education
University of Louisville 2009 — 2010
Master of Science (M.S.), Administration of Justice
University of Louisville 2005 — 2009
Bachelor of Science (B.S.), Justice Administration
George Jenkins High School 2000 — 2004
High school diploma, High School/Secondary Diplomas and Certificates, Psychology
Axson Insurance & Financial Services October 2014 - Present
NYLIFE Securities LLC June 2014 - September 2014
New York Life Insurance Company April 2013 - September 2014
Aflac May 2012 - April 2013
Kentucky Department of Corrections August 2011 - February 2012
Town & Country Ford January 2011 - February 2012
University of Louisville August 2009 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Small Business, Key Person Protection, Estate Planning, Time Management, Gifting Strategies, Legacies, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Personal Finance, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Thought Leadership, Sales, Employee Benefits, Life Insurance, Disability Insurance, Program Management, Microsoft Office, Leadership, Marketing, Customer Retention, Health Insurance, Team Building, Public Speaking
Education
University of Louisville 2009 — 2010
Master of Science (M.S.), Administration of Justice
University of Louisville 2005 — 2009
Bachelor of Science (B.S.), Justice Administration
George Jenkins High School 2000 — 2004
High school diploma, High School/Secondary Diplomas and Certificates, Psychology
David Eisenbart's New York Life Insurance Company Experience December 2008 - March 2009
Job Finance Professional
Industry Financial Services
Experience
GlobeTax November 2014 - Present
NASA - National Aeronautics and Space Administration October 2009 - June 2014
New York Life Insurance Company December 2008 - March 2009
Bankers Life and Casualty June 2008 - December 2008
Skills
Program Management, Financial Analysis, Institutional..., Government, Valuation Modeling, Data Analysis, Microsoft Excel, Project Planning, Process Improvement, Department Budgeting, Microsoft Office, Project Finance, Real Estate Development, Real Estate, Leadership, Customer Service, Social Media, Sales, Time Management, Analysis
Education
University of Maryland College Park
Bachelor's Degree, Finance
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's Degree, Finance
GlobeTax November 2014 - Present
NASA - National Aeronautics and Space Administration October 2009 - June 2014
New York Life Insurance Company December 2008 - March 2009
Bankers Life and Casualty June 2008 - December 2008
Skills
Program Management, Financial Analysis, Institutional..., Government, Valuation Modeling, Data Analysis, Microsoft Excel, Project Planning, Process Improvement, Department Budgeting, Microsoft Office, Project Finance, Real Estate Development, Real Estate, Leadership, Customer Service, Social Media, Sales, Time Management, Analysis
Education
University of Maryland College Park
Bachelor's Degree, Finance
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor's Degree, Finance
Jacob Cohen Jacob Cohen's New York Life Insurance Company Experience October 2013 - March 2014
Job Financial Services Representative at Lee, Nolan & Koroghlian, LLC (MassMutual Financial Group)
Industry Financial Services
Experience
Lee, Nolan & Koroghlian, LLC March 2014 - Present
New York Life Insurance Company October 2013 - March 2014
Washington Hebrew Congregation September 2011 - May 2013
Israel Defense Forces February 2009 - April 2010
Skills
Financial Services, Wealth Preservation..., Investments, Insurance, 401k Rollovers, Protection..., Gifting Strategies, Estate Planning, Annuity Sales, Multi-generational..., Asset Protection, Key Person Protection, Legacies, Multi-generational..., Multi-tasking Skills, Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Licensed Life Insurance..., Life Insurance
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Criminal Justice, Psychology
Eretz Hatzvi 2007 — 2008
Lee, Nolan & Koroghlian, LLC March 2014 - Present
New York Life Insurance Company October 2013 - March 2014
Washington Hebrew Congregation September 2011 - May 2013
Israel Defense Forces February 2009 - April 2010
Skills
Financial Services, Wealth Preservation..., Investments, Insurance, 401k Rollovers, Protection..., Gifting Strategies, Estate Planning, Annuity Sales, Multi-generational..., Asset Protection, Key Person Protection, Legacies, Multi-generational..., Multi-tasking Skills, Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Licensed Life Insurance..., Life Insurance
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Criminal Justice, Psychology
Eretz Hatzvi 2007 — 2008
Karen Wortman Karen Wortman's New York Life Insurance Company Experience January 2008 - May 2010
Job Estate Planning & Guardianship Paralegal
Industry Legal Services
Experience
Estate Planning & Elder Law Center of Brevard February 2014 - Present
Harbor City Gymnastics July 2011 - March 2014
Christi's Family Fitness August 2007 - July 2011
New York Life Insurance Company January 2008 - May 2010
Skills
Microsoft Office, Corel Wordperfect, Westlaw and Westlaw Next, Customer Service, Public Speaking, Coaching
Education
Eastern Florida State College 2012 — 2013
Associate of Science (AS), Paralegal Studies, 3.83 GPA
University of Maryland Baltimore County 1993 — 1995
None, Physical Therapy/Therapist
Estate Planning & Elder Law Center of Brevard February 2014 - Present
Harbor City Gymnastics July 2011 - March 2014
Christi's Family Fitness August 2007 - July 2011
New York Life Insurance Company January 2008 - May 2010
Skills
Microsoft Office, Corel Wordperfect, Westlaw and Westlaw Next, Customer Service, Public Speaking, Coaching
Education
Eastern Florida State College 2012 — 2013
Associate of Science (AS), Paralegal Studies, 3.83 GPA
University of Maryland Baltimore County 1993 — 1995
None, Physical Therapy/Therapist
Bluegrass Insurance Group, LLC's New York Life Insurance Company Experience July 2012 - November 2012
Job When it comes to your insurance needs think B I G!
Industry Insurance
Experience
Bluegrass Insurance Group November 2012 - Present
New York Life Insurance Company July 2012 - November 2012
Nationwide Insurance March 2007 - July 2012
Skills
Licensed Life Insurance..., Personal Financial..., Life Insurance, Term Life Insurance, Health Insurance, Estate Planning, Property & Casualty..., Insurance, Fixed Annuities, Disability Insurance, Whole Life, Universal Life, IRAs, Long-term Care, Long Term Care Insurance, Retirement Planning, Retirement, 401k Rollovers, Annuity Sales, College Savings Plans, Critical Illness, Employee Benefits, Financial Planners, Guaranteed Lifetime..., Key Person Insurance, Legal Liability, Licensed Life & Health..., Life & Health Insurance..., Permanent Life Insurance, Renters, Roth IRA, Series 6, Series 63, Small Business, Traditional IRA, Umbrella Insurance, Variable Annuities, Wealth Accumulation
Education
University of Kentucky 2004 — 2006
Business
Western Kentucky University 2003 — 2004
Business
Butler County High School 2000 — 2003
Bluegrass Insurance Group November 2012 - Present
New York Life Insurance Company July 2012 - November 2012
Nationwide Insurance March 2007 - July 2012
Skills
Licensed Life Insurance..., Personal Financial..., Life Insurance, Term Life Insurance, Health Insurance, Estate Planning, Property & Casualty..., Insurance, Fixed Annuities, Disability Insurance, Whole Life, Universal Life, IRAs, Long-term Care, Long Term Care Insurance, Retirement Planning, Retirement, 401k Rollovers, Annuity Sales, College Savings Plans, Critical Illness, Employee Benefits, Financial Planners, Guaranteed Lifetime..., Key Person Insurance, Legal Liability, Licensed Life & Health..., Life & Health Insurance..., Permanent Life Insurance, Renters, Roth IRA, Series 6, Series 63, Small Business, Traditional IRA, Umbrella Insurance, Variable Annuities, Wealth Accumulation
Education
University of Kentucky 2004 — 2006
Business
Western Kentucky University 2003 — 2004
Business
Butler County High School 2000 — 2003
Holland D. Smith, III Holland D. Smith, III's New York Life Insurance Company Experience January 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC, U.S. Army Veteran
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
State Farm April 2014 - October 2014
Studies / Licensing September 2012 - March 2014
Bank of America January 2011 - September 2012
Bank of America December 2010 - January 2011
Bank of America December 2009 - December 2010
Bank of America January 2009 - December 2009
Countrywide Bank, FSB a wholly owned subsidiary of Bank of America Corporation December 2007 - December 2008
Employment Gap June 2007 - November 2007
Holland Smith Insurance Agency April 2002 - May 2007
Skills
Auditing, Insurance, Operational Risk, Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Management, Sales, Compliance, Broker-Dealer, Mortgage Lending, Risk Analysis, Federal & State..., Project Management, NASD, Compliance Training, FINRA, RIA, Compliance Program..., SharePoint, Microsoft Office, Microsoft Excel, Timeline Development, Business Solution..., Basel II, Global Regulatory..., SEC filings, Risk Assessment, Quantitative Risk, Property & Casualty..., Access, PowerPoint, Microsoft Word, Microsoft Exchange, Security Audits, 401k Rollovers, Asset Protection, Account Management, Life Insurance, Annuity Sales, Legacies, Retirement Income..., Succession Planning, Personal Finance, Business Development, Customer Satisfaction, Networking, Strategic Planning
Education
University of La Verne 2004 — 2007
Bachelor of Science (BS), Accounting
New York Life Insurance Company January 2015 - Present
State Farm April 2014 - October 2014
Studies / Licensing September 2012 - March 2014
Bank of America January 2011 - September 2012
Bank of America December 2010 - January 2011
Bank of America December 2009 - December 2010
Bank of America January 2009 - December 2009
Countrywide Bank, FSB a wholly owned subsidiary of Bank of America Corporation December 2007 - December 2008
Employment Gap June 2007 - November 2007
Holland Smith Insurance Agency April 2002 - May 2007
Skills
Auditing, Insurance, Operational Risk, Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Management, Sales, Compliance, Broker-Dealer, Mortgage Lending, Risk Analysis, Federal & State..., Project Management, NASD, Compliance Training, FINRA, RIA, Compliance Program..., SharePoint, Microsoft Office, Microsoft Excel, Timeline Development, Business Solution..., Basel II, Global Regulatory..., SEC filings, Risk Assessment, Quantitative Risk, Property & Casualty..., Access, PowerPoint, Microsoft Word, Microsoft Exchange, Security Audits, 401k Rollovers, Asset Protection, Account Management, Life Insurance, Annuity Sales, Legacies, Retirement Income..., Succession Planning, Personal Finance, Business Development, Customer Satisfaction, Networking, Strategic Planning
Education
University of La Verne 2004 — 2007
Bachelor of Science (BS), Accounting
Evert Cristoff's New York Life Insurance Company Experience May 2007 - January 2010
Job International Inside Sales Representative
Industry Oil & Energy
Experience
Oil & Gas Firm October 2011 - Present
AT&T Mobility May 2011 - October 2011
New York Life Insurance Company May 2007 - January 2010
Skills
Microsoft Dynamics ERP, Microsoft Office, Bilingual-English/Spanis..., Purchasing Processes, Inventory Analysis, International Sales, ISO 9001:2008, Target Costing, Project Coordination, Accounts Receivable
Education
University of Louisiana at Lafayette 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
Oil & Gas Firm October 2011 - Present
AT&T Mobility May 2011 - October 2011
New York Life Insurance Company May 2007 - January 2010
Skills
Microsoft Dynamics ERP, Microsoft Office, Bilingual-English/Spanis..., Purchasing Processes, Inventory Analysis, International Sales, ISO 9001:2008, Target Costing, Project Coordination, Accounts Receivable
Education
University of Louisiana at Lafayette 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
Brian Davenport Brian Davenport's New York Life Insurance Company Experience 2011 - 2011
Job Cyber Threat Detection and Incident Response
Industry Security and Investigations
Experience
Plixer International April 2014 - Present
Plixer International February 2012 - April 2014
Universal Shredding, LLC October 2011 - January 2012
New York Life Insurance Company 2011 - 2011
YMCA 2003 - 2007
Skills
Cisco Technologies, Networking, Security, Incident Response, Network Security, Solution Selling, Cybercrime, Malware Analysis, Data Center, VoIP, Cloud Computing, IPFIX, Firewalls, Lead Generation, Professional Services, Enterprise Software, Netflow, Network Architecture, VMware, Virtualization, Troubleshooting, WAN, Sales Engineering, Software Industry, IPS, Wireless, Telecommunications, Routing, MPLS, TCP/IP, Network Design, Channel Partners, Managed Services, Network Administration, Routers, Linux, IP, Technical Support, Customer Satisfaction, Unified Communications, Storage, Partner Management, Direct Sales, Complex Sales, Sales Enablement, SNMP, Salesforce.com, Sales Process, Reports, VPN
Education
University of Maine 2003 — 2007
Bachelor of Arts (B.A.), Education
Xaverian
Plixer International April 2014 - Present
Plixer International February 2012 - April 2014
Universal Shredding, LLC October 2011 - January 2012
New York Life Insurance Company 2011 - 2011
YMCA 2003 - 2007
Skills
Cisco Technologies, Networking, Security, Incident Response, Network Security, Solution Selling, Cybercrime, Malware Analysis, Data Center, VoIP, Cloud Computing, IPFIX, Firewalls, Lead Generation, Professional Services, Enterprise Software, Netflow, Network Architecture, VMware, Virtualization, Troubleshooting, WAN, Sales Engineering, Software Industry, IPS, Wireless, Telecommunications, Routing, MPLS, TCP/IP, Network Design, Channel Partners, Managed Services, Network Administration, Routers, Linux, IP, Technical Support, Customer Satisfaction, Unified Communications, Storage, Partner Management, Direct Sales, Complex Sales, Sales Enablement, SNMP, Salesforce.com, Sales Process, Reports, VPN
Education
University of Maine 2003 — 2007
Bachelor of Arts (B.A.), Education
Xaverian
Tazeen Qudsi Tazeen Qudsi's New York Life Insurance Company Experience August 2011 - August 2013
Job Owner/Principal Agent at Insurance Expo 703INSURED
Industry Insurance
Experience
703-INSURED June 2009 - Present
New York Life Insurance Company August 2011 - August 2013
Ikon Realty, Inc March 2005 - March 2009
Skills
Commercial Real Estate, Business Planning, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Health Insurance, Whole Life, Universal Life, General Insurance, Umbrella Insurance, Homeowners, Retirement Planning, Underwriting, Professional Liability, Licensed Life & Health..., Legal Liability, Retirement, Sales, Mortgage Lending, Employee Benefits, Investments, Small Business, Financial Planners, Real Estate, Liability, Estate Planning, Agents, Casualty, Brokers, Long Term Care Insurance, Strategic Financial..., Workers Compensation, Critical Illness, Health Savings Accounts, Commercial Lines, Renters, Roth IRA, 401k, Claim, Permanent Life Insurance, Financial Planning, Series 6, Casualty Insurance, IRAs, Property
Education
University of Maryland Baltimore County 2005 — 2007
Business Administration
703-INSURED June 2009 - Present
New York Life Insurance Company August 2011 - August 2013
Ikon Realty, Inc March 2005 - March 2009
Skills
Commercial Real Estate, Business Planning, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Health Insurance, Whole Life, Universal Life, General Insurance, Umbrella Insurance, Homeowners, Retirement Planning, Underwriting, Professional Liability, Licensed Life & Health..., Legal Liability, Retirement, Sales, Mortgage Lending, Employee Benefits, Investments, Small Business, Financial Planners, Real Estate, Liability, Estate Planning, Agents, Casualty, Brokers, Long Term Care Insurance, Strategic Financial..., Workers Compensation, Critical Illness, Health Savings Accounts, Commercial Lines, Renters, Roth IRA, 401k, Claim, Permanent Life Insurance, Financial Planning, Series 6, Casualty Insurance, IRAs, Property
Education
University of Maryland Baltimore County 2005 — 2007
Business Administration
Pragnesh Bhatt Pragnesh Bhatt's New York Life Insurance Company Experience April 2009 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2009 - Present
Wells Fargo Home Mortgage June 2007 - March 2009
Education
University of Maryland Baltimore County 2000 — 2004
Finance, Finance/IFSM
New York Life Insurance Company April 2009 - Present
Wells Fargo Home Mortgage June 2007 - March 2009
Education
University of Maryland Baltimore County 2000 — 2004
Finance, Finance/IFSM
Tim McGonagle Tim McGonagle's New York Life Insurance Company Experience April 1999 - May 2000
Job VicePresident & Agency Manager at United Insurance O'Hearn Agency
Industry Insurance
Experience
United Insurance - O'Hearn Agency January 2014 - Present
Investment Property Management, LLC November 2011 - Present
O'Hearn Insurance Agency June 2000 - December 2013
Pleasant Ave Realty, LLC December 2009 - November 2011
New York Life Insurance Company April 1999 - May 2000
Auto Europe January 1997 - April 1999
Skills
Insurance, Professional Liability, Small Business, Workers Compensation, Errors & Omissions, Commercial Insurance, Property & Casualty..., Health Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, Liability, Term Life Insurance, Homeowners, Employee Benefits, Underwriting, Legal Liability, Commercial Lines, Risk Management, Customer Service, Property, Casualty, Inland Marine
Education
University of Maine 1992 — 1996
Bachelor of Arts, English
Cheverus 1988 — 1992
United Insurance - O'Hearn Agency January 2014 - Present
Investment Property Management, LLC November 2011 - Present
O'Hearn Insurance Agency June 2000 - December 2013
Pleasant Ave Realty, LLC December 2009 - November 2011
New York Life Insurance Company April 1999 - May 2000
Auto Europe January 1997 - April 1999
Skills
Insurance, Professional Liability, Small Business, Workers Compensation, Errors & Omissions, Commercial Insurance, Property & Casualty..., Health Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, Liability, Term Life Insurance, Homeowners, Employee Benefits, Underwriting, Legal Liability, Commercial Lines, Risk Management, Customer Service, Property, Casualty, Inland Marine
Education
University of Maine 1992 — 1996
Bachelor of Arts, English
Cheverus 1988 — 1992
Norm Angell Norm Angell's New York Life Insurance Company Experience August 2012 - August 2013
Job Pharmaceutical Sales Specialist at Publicis Touchpoint Solutions Astra Zeneca Contract
Industry Sporting Goods
Experience
Publicis Touchpoint Solutions - Astra Zeneca Contract April 2015 - Present
Angell Sporting Goods, LLC July 2014 - Present
Legisym, LLC October 2014 - April 2015
Walmart Inc. January 2013 - September 2014
New York Life Insurance Company August 2012 - August 2013
Luitpold Pharmaceuticals April 2011 - August 2012
Meda Pharmaceuticals August 2009 - January 2011
Meda Pharmaceuticals August 2007 - August 2009
MedPointe Pharmaceuticals October 2005 - August 2007
Dell Inc. April 2005 - July 2005
Skills
Pharmaceutical Sales, Selling, Pain Management, Management, Sales, Cardiology, Leadership, Leadership Development, Hospitals, Selling Skills, Hospital Sales, Pharmaceutical Industry, Neurology, Sales Management, Sales Effectiveness, Marketing, Sales Operations, Allergy, Training, Managed Care, Urology, Strategic Planning, Diabetes, Product Launch, Sales Force Development, Cold Calling, Dermatology, Gastroenterology, Rheumatology, Medical Devices, Sales Presentations
Education
University of Mary-Hardin Baylor 1995 — 1999
Bachelor of Science (B.S.), Biology / Physical Education
Publicis Touchpoint Solutions - Astra Zeneca Contract April 2015 - Present
Angell Sporting Goods, LLC July 2014 - Present
Legisym, LLC October 2014 - April 2015
Walmart Inc. January 2013 - September 2014
New York Life Insurance Company August 2012 - August 2013
Luitpold Pharmaceuticals April 2011 - August 2012
Meda Pharmaceuticals August 2009 - January 2011
Meda Pharmaceuticals August 2007 - August 2009
MedPointe Pharmaceuticals October 2005 - August 2007
Dell Inc. April 2005 - July 2005
Skills
Pharmaceutical Sales, Selling, Pain Management, Management, Sales, Cardiology, Leadership, Leadership Development, Hospitals, Selling Skills, Hospital Sales, Pharmaceutical Industry, Neurology, Sales Management, Sales Effectiveness, Marketing, Sales Operations, Allergy, Training, Managed Care, Urology, Strategic Planning, Diabetes, Product Launch, Sales Force Development, Cold Calling, Dermatology, Gastroenterology, Rheumatology, Medical Devices, Sales Presentations
Education
University of Mary-Hardin Baylor 1995 — 1999
Bachelor of Science (B.S.), Biology / Physical Education
Kevin Hanley's New York Life Insurance Company Experience October 2008 - October 2011
Job Strategic Consulting Services
Industry Financial Services
Experience
Roscommon Consulting Services August 2015 - August 2015
American Fidelity 2011 - August 2015
New York Life Insurance Company October 2008 - October 2011
AXA Advisors August 2007 - October 2008
Medtronic January 2005 - January 2006
Johnson & Johnson Medical February 2005 - November 2005
Skills
Training, Business Development, Sales, Finance, CRM, Insurance, Account Management, Strategic Planning, Management, Marketing, Sales Operations, Time Management, Leadership, Strategy, Customer Service, Sales Management, Marketing Strategy, Team Building, Sales Process, Consulting, Direct Sales
Education
University of Kentucky 1999 — 2003
BA, Management/Marketing
Roscommon Consulting Services August 2015 - August 2015
American Fidelity 2011 - August 2015
New York Life Insurance Company October 2008 - October 2011
AXA Advisors August 2007 - October 2008
Medtronic January 2005 - January 2006
Johnson & Johnson Medical February 2005 - November 2005
Skills
Training, Business Development, Sales, Finance, CRM, Insurance, Account Management, Strategic Planning, Management, Marketing, Sales Operations, Time Management, Leadership, Strategy, Customer Service, Sales Management, Marketing Strategy, Team Building, Sales Process, Consulting, Direct Sales
Education
University of Kentucky 1999 — 2003
BA, Management/Marketing
hemanthkumar krishnakumar hemanthkumar krishnakumar's New York Life Insurance Company Experience February 2007 - April 2007
Job SAP HR PAYROLL/ BENEFITS/ at SAP HR
Industry Machinery
Experience
Tampa Electric January 2015 - Present
Gerdau Long Steel North America November 2010 - December 2014
BNSF Railway August 2009 - October 2010
Syngenta March 2008 - June 2009
IKEA April 2007 - February 2008
New York Life Insurance Company February 2007 - April 2007
SFWMD April 2006 - January 2007
Skills
SAP, SAP HR, SAP R/3, ADP Payroll, ERP, Business Process, Deferred Compensation, SAP Implementation, SAP ERP, Employee Benefits, Payroll, Human Resources, Integration, SAP Portal, Time Management, Quality Assurance, Business Analysis, Process Improvement, HRIS, Change Management, SAP Netweaver, Personnel Management
Education
University of Madras 1996 — 2000
B.E, Mechanical Engineering
ST. MARYS HIGHER SECONDARY SCHOOL 1984 — 1994
12 grade, High School Certificate of Competence Program
Tampa Electric January 2015 - Present
Gerdau Long Steel North America November 2010 - December 2014
BNSF Railway August 2009 - October 2010
Syngenta March 2008 - June 2009
IKEA April 2007 - February 2008
New York Life Insurance Company February 2007 - April 2007
SFWMD April 2006 - January 2007
Skills
SAP, SAP HR, SAP R/3, ADP Payroll, ERP, Business Process, Deferred Compensation, SAP Implementation, SAP ERP, Employee Benefits, Payroll, Human Resources, Integration, SAP Portal, Time Management, Quality Assurance, Business Analysis, Process Improvement, HRIS, Change Management, SAP Netweaver, Personnel Management
Education
University of Madras 1996 — 2000
B.E, Mechanical Engineering
ST. MARYS HIGHER SECONDARY SCHOOL 1984 — 1994
12 grade, High School Certificate of Competence Program
Daren Moody's New York Life Insurance Company Experience December 2004 - March 2014
Job State Farm
Industry Financial Services
Experience
State Farm December 2014 - Present
MassMutual Louisiana March 2014 - Present
New York Life Insurance Company December 2004 - March 2014
Neville High School January 2001 - December 2004
West Monroe High School January 1999 - January 2001
Skills
Training, Interviewing Skills, Thought Leadership, Communication
Education
University of Louisiana at Monroe 1994 — 1999
Bachelor's degree, Health and Human Performance
State Farm December 2014 - Present
MassMutual Louisiana March 2014 - Present
New York Life Insurance Company December 2004 - March 2014
Neville High School January 2001 - December 2004
West Monroe High School January 1999 - January 2001
Skills
Training, Interviewing Skills, Thought Leadership, Communication
Education
University of Louisiana at Monroe 1994 — 1999
Bachelor's degree, Health and Human Performance
Nathan Clark (LUTCF) Nathan Clark (LUTCF)'s New York Life Insurance Company Experience December 2008 - Present
Job Financial Professional helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Carle Hildreth Carle Hildreth's New York Life Insurance Company Experience June 2003 - May 2005
Job Owner, Captain at No Slack! Sportfishing
Industry Fishery
Experience
No Slack! Sportfishing and Guided Tours June 2012 - Present
Consolidated Deicing Services December 2010 - May 2012
WB Mason May 2005 - June 2009
NYLIFE Securities May 2004 - May 2005
New York Life Insurance Company June 2003 - May 2005
Education
University of Maine 1996 — 2003
Anthropology, Geology
No Slack! Sportfishing and Guided Tours June 2012 - Present
Consolidated Deicing Services December 2010 - May 2012
WB Mason May 2005 - June 2009
NYLIFE Securities May 2004 - May 2005
New York Life Insurance Company June 2003 - May 2005
Education
University of Maine 1996 — 2003
Anthropology, Geology
Jordan Harvey Jordan Harvey's New York Life Insurance Company Experience August 2012 - November 2012
Job Account Executive at AvePoint
Industry Financial Services
Experience
AvePoint August 2013 - Present
SEQUEL Software December 2012 - July 2013
New York Life Insurance Company August 2012 - November 2012
GEICO June 2011 - July 2012
University of Iowa Foundation September 2009 - June 2011
Skills
Cold Calling, Microsoft Excel, Non-profits, Social Media, Nonprofits, Sales, Fundraising, Customer Service, Program Management, Insurance, Leadership, Social Networking, Marketing, Finance, Microsoft Office, Recruiting, Time Management, Solution Selling, Account Management, Sales Operations, SharePoint, Inside Sales, Sales Process, Sales Presentations, Training, Salesforce.com
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Psychology
AvePoint August 2013 - Present
SEQUEL Software December 2012 - July 2013
New York Life Insurance Company August 2012 - November 2012
GEICO June 2011 - July 2012
University of Iowa Foundation September 2009 - June 2011
Skills
Cold Calling, Microsoft Excel, Non-profits, Social Media, Nonprofits, Sales, Fundraising, Customer Service, Program Management, Insurance, Leadership, Social Networking, Marketing, Finance, Microsoft Office, Recruiting, Time Management, Solution Selling, Account Management, Sales Operations, SharePoint, Inside Sales, Sales Process, Sales Presentations, Training, Salesforce.com
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Donald Darang Donald Darang's New York Life Insurance Company Experience May 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company August 2012 - Present
Skills
401(k) Rollovers, IRA Rollovers, Life Insurance..., Retirement Planning, Insurance, Fixed Annuities, Investments, Life Insurance, Term Life Insurance, Buy-sell Agreements, Financial Services, Long-term Care, Sales, Annuity Sales, Business Succession..., Business Networking, Gifting Strategies, Licensed Life Insurance..., Lifetime Income..., Creative Problem Solving, Relationship Management, Supplements to Employee...
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), Economics
Bishop O'Connell High School 2004 — 2008
St Ann School
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company August 2012 - Present
Skills
401(k) Rollovers, IRA Rollovers, Life Insurance..., Retirement Planning, Insurance, Fixed Annuities, Investments, Life Insurance, Term Life Insurance, Buy-sell Agreements, Financial Services, Long-term Care, Sales, Annuity Sales, Business Succession..., Business Networking, Gifting Strategies, Licensed Life Insurance..., Lifetime Income..., Creative Problem Solving, Relationship Management, Supplements to Employee...
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), Economics
Bishop O'Connell High School 2004 — 2008
St Ann School
Bryn Peppler's New York Life Insurance Company Experience April 2015 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Allianz Life May 2013 - August 2013
Great-West Life and Annuity Insurance Company May 2012 - August 2012
Skills
Actuarial Science
Education
University of Manitoba
Bachelor’s Degree, Actuarial Science
New York Life Insurance Company April 2015 - Present
New York Life Insurance Company May 2014 - August 2014
Allianz Life May 2013 - August 2013
Great-West Life and Annuity Insurance Company May 2012 - August 2012
Skills
Actuarial Science
Education
University of Manitoba
Bachelor’s Degree, Actuarial Science
Brian Rojas Brian Rojas's New York Life Insurance Company Experience January 2009 - January 2011
Job Financial Analyst/Advisor
Industry Financial Services
Experience
BEVERLY HILLS AESTHETIC CENTER, INC January 2011 - December 2011
J.P. MORGAN CHASE January 2010 - January 2011
New York Life Insurance Company January 2009 - January 2011
BEVERLY HILLS AESTHETIC CENTER, INC January 2005 - January 2009
ATLANTIC REMODELING, INC January 2007 - December 2008
Skills
Knowledgeable in GAAP..., QuickBooks Premier..., Microsoft Office...
Education
University of Maryland College Park 2005 — 2009
Bachelors, Economics
BEVERLY HILLS AESTHETIC CENTER, INC January 2011 - December 2011
J.P. MORGAN CHASE January 2010 - January 2011
New York Life Insurance Company January 2009 - January 2011
BEVERLY HILLS AESTHETIC CENTER, INC January 2005 - January 2009
ATLANTIC REMODELING, INC January 2007 - December 2008
Skills
Knowledgeable in GAAP..., QuickBooks Premier..., Microsoft Office...
Education
University of Maryland College Park 2005 — 2009
Bachelors, Economics
Jim Massung, LUTCF's New York Life Insurance Company Experience April 2002 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2002 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Securities, Estate Planning, Portfolio Management, 401k Rollovers, FINRA, Investment Strategies, Employee Benefits, Retirement Savings, Qualified Retirement..., Personal Financial..., Saving for Education, Asset, Relationship Management, Trading, Protection, Retail Banking, Risk Management, Multi-generational..., Life Insurance, Financial Advisory, IRAs, Retirement Planning, Long Term Care Insurance, Financial Planning
Education
The American College of Financial Services 2011 — 2013
LUTCF, Business succession planning
University of La Verne 2001 — 2003
Bachelor of Science, Organizational Management
Allan Hancock 1998 — 2001
AS, Business
New York Life Insurance Company April 2002 - Present
Skills
Strategic Financial..., Wealth Management, Investments, Securities, Estate Planning, Portfolio Management, 401k Rollovers, FINRA, Investment Strategies, Employee Benefits, Retirement Savings, Qualified Retirement..., Personal Financial..., Saving for Education, Asset, Relationship Management, Trading, Protection, Retail Banking, Risk Management, Multi-generational..., Life Insurance, Financial Advisory, IRAs, Retirement Planning, Long Term Care Insurance, Financial Planning
Education
The American College of Financial Services 2011 — 2013
LUTCF, Business succession planning
University of La Verne 2001 — 2003
Bachelor of Science, Organizational Management
Allan Hancock 1998 — 2001
AS, Business
William (Bill) Wade Jr. FLMI,FLHC,HIA,ACS William (Bill) Wade Jr. FLMI,FLHC,HIA,ACS's New York Life Insurance Company Experience July 2012 - November 2012
Job Life/Health Insurance Agent at Physicians Mutual
Industry Insurance
Experience
Physicians Mutual July 2013 - Present
New York Life Insurance Company July 2012 - November 2012
Combined Insurance January 2008 - 2010
Combined Insurance Company August 2006 - January 2008
American Medical Security December 1999 - April 2006
Conseco November 1997 - December 1999
Monumental Life Insurance Company 1996 - 1997
American International Underwriters 1993 - 1996
Reliance Standard Life 1988 - 1993
Blue Cross Blue Shield of Maryland 1983 - 1986
Skills
Staff Development, Insurance, Life Insurance, Claim, Employee Benefits, Process Improvement, Health Insurance, Disability Insurance, Leadership, Risk Management, Strategic Planning, Management, Fixed Annuities, Customer Service, Claims Management, Long-term Care, Reinsurance, Accident, Property & Casualty..., Term Life Insurance, Long Term Care Insurance, Medicare, Commercial Insurance, Professional Liability, Underwriting, Claim Investigation, Whole Life, Legal Liability, Liability, Brokers, Small Business, Call Centers, General Insurance, Workers Compensation, Casualty
Education
University of Maryland Baltimore County 1969 — 1972
BA, Economics
Physicians Mutual July 2013 - Present
New York Life Insurance Company July 2012 - November 2012
Combined Insurance January 2008 - 2010
Combined Insurance Company August 2006 - January 2008
American Medical Security December 1999 - April 2006
Conseco November 1997 - December 1999
Monumental Life Insurance Company 1996 - 1997
American International Underwriters 1993 - 1996
Reliance Standard Life 1988 - 1993
Blue Cross Blue Shield of Maryland 1983 - 1986
Skills
Staff Development, Insurance, Life Insurance, Claim, Employee Benefits, Process Improvement, Health Insurance, Disability Insurance, Leadership, Risk Management, Strategic Planning, Management, Fixed Annuities, Customer Service, Claims Management, Long-term Care, Reinsurance, Accident, Property & Casualty..., Term Life Insurance, Long Term Care Insurance, Medicare, Commercial Insurance, Professional Liability, Underwriting, Claim Investigation, Whole Life, Legal Liability, Liability, Brokers, Small Business, Call Centers, General Insurance, Workers Compensation, Casualty
Education
University of Maryland Baltimore County 1969 — 1972
BA, Economics
Sri Surya Chelamkuri's New York Life Insurance Company Experience April 2011 - Present
Job Sr. SharePoint Developer/Architect at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company April 2011 - Present
National Football League August 2010 - April 2011
New York Life Insurance Company May 2009 - June 2010
Phillips Van Heusen November 2008 - February 2009
Epstein Becker & Green, P.C. May 2008 - September 2008
ValueLabs August 2006 - March 2008
Opus Asia Technologies Pvt. Ltd April 2006 - August 2006
S4 Solutions Launchpad Pvt. Lyd December 2004 - March 2006
Solutions Launchpad December 2003 - November 2004
Skills
ASP.NET, C#, SharePoint, .NET, Microsoft Office..., SharePoint Designer, Architectures, LINQ, Web Applications
Education
University of Madras 1999 — 2003
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Montissori
New York Life Insurance Company April 2011 - Present
National Football League August 2010 - April 2011
New York Life Insurance Company May 2009 - June 2010
Phillips Van Heusen November 2008 - February 2009
Epstein Becker & Green, P.C. May 2008 - September 2008
ValueLabs August 2006 - March 2008
Opus Asia Technologies Pvt. Ltd April 2006 - August 2006
S4 Solutions Launchpad Pvt. Lyd December 2004 - March 2006
Solutions Launchpad December 2003 - November 2004
Skills
ASP.NET, C#, SharePoint, .NET, Microsoft Office..., SharePoint Designer, Architectures, LINQ, Web Applications
Education
University of Madras 1999 — 2003
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Montissori
Justin B. Escudier's New York Life Insurance Company Experience March 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2010 - Present
Toyota of Slidell December 2008 - March 2010
Northshore Toyota December 2005 - November 2008
Price LeBlanc Toyota January 2002 - December 2004
Education
University of Louisiana at Lafayette 1996 — 2000
English, History, Political Science
New York Life Insurance Company March 2010 - Present
Toyota of Slidell December 2008 - March 2010
Northshore Toyota December 2005 - November 2008
Price LeBlanc Toyota January 2002 - December 2004
Education
University of Louisiana at Lafayette 1996 — 2000
English, History, Political Science
Matt Kahle's New York Life Insurance Company Experience December 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company December 2009 - Present
Specialty Group, INC June 2008 - November 2009
Liberty Mutual Insurance January 1987 - June 2008
Skills
Insurance, Retirement, Estate Planning, Retirement Planning, Investments, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi Tasking, Protection..., Succession Planning, Wealth Preservation..., Time Management, Life Insurance, Sales, Customer Service, Marketing Strategy, Public Speaking, Property & Casualty..., Finance, Management
Education
University of Kentucky 1980 — 1985
BBA, Marketing
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company December 2009 - Present
Specialty Group, INC June 2008 - November 2009
Liberty Mutual Insurance January 1987 - June 2008
Skills
Insurance, Retirement, Estate Planning, Retirement Planning, Investments, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi Tasking, Protection..., Succession Planning, Wealth Preservation..., Time Management, Life Insurance, Sales, Customer Service, Marketing Strategy, Public Speaking, Property & Casualty..., Finance, Management
Education
University of Kentucky 1980 — 1985
BBA, Marketing
Ryan Tures Ryan Tures's New York Life Insurance Company Experience 2015 - Present
Job Life Insurance and Sales Professional
Industry Insurance
Experience
New York Life Insurance Company 2015 - Present
Terra Strategies September 2014 - December 2014
Terra Strategies (LCV for Terry McAuliffe for Governor) September 2013 - November 2013
Terra Strategies March 2013 - May 2013
Obama for America June 2012 - November 2012
Colorado Technical University December 2010 - May 2012
Democratic Party of Wisconsin September 2010 - November 2010
Ken Lewis for United States Senate February 2010 - April 2010
21st Century Democrats February 2009 - July 2009
Obama for America October 2007 - November 2008
Skills
Community Outreach, Volunteer Management, Fundraising, Public Speaking, Event Planning, Policy, Policy Analysis, Grassroots, Nonprofits, Research, Political Science, Insurance, Life Insurance, Leadership, Health Insurance, Public Policy, Politics, Political Campaigns
Education
University of Iowa 2002 — 2006
Bachelors, Political Science and Communication Studies
University of Iowa 2002 — 2006
Bachelor of Arts (BA) Political Science and Communication Studies
New York Life Insurance Company 2015 - Present
Terra Strategies September 2014 - December 2014
Terra Strategies (LCV for Terry McAuliffe for Governor) September 2013 - November 2013
Terra Strategies March 2013 - May 2013
Obama for America June 2012 - November 2012
Colorado Technical University December 2010 - May 2012
Democratic Party of Wisconsin September 2010 - November 2010
Ken Lewis for United States Senate February 2010 - April 2010
21st Century Democrats February 2009 - July 2009
Obama for America October 2007 - November 2008
Skills
Community Outreach, Volunteer Management, Fundraising, Public Speaking, Event Planning, Policy, Policy Analysis, Grassroots, Nonprofits, Research, Political Science, Insurance, Life Insurance, Leadership, Health Insurance, Public Policy, Politics, Political Campaigns
Education
University of Iowa 2002 — 2006
Bachelors, Political Science and Communication Studies
University of Iowa 2002 — 2006
Bachelor of Arts (BA) Political Science and Communication Studies
Katie Dietz Katie Dietz's New York Life Insurance Company Experience March 2010 - June 2010
Job PMO Portfolio Specialist at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield April 2015 - Present
Wellmark Blue Cross and Blue Shield October 2013 - April 2015
Goosehead Insurance Agency November 2011 - July 2013
Goosehead Insurance Agency September 2011 - November 2011
Goosehead Insurance Agency June 2010 - October 2011
New York Life Insurance Company March 2010 - June 2010
Skills
Property & Casualty..., Life Insurance, Insurance, Commercial Insurance, Customer Service, Account Management, Leadership, Event Planning
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Dakota Wesleyan University 2006 — 2009
Bachelors of Arts, Sports Management
Wellmark Blue Cross and Blue Shield April 2015 - Present
Wellmark Blue Cross and Blue Shield October 2013 - April 2015
Goosehead Insurance Agency November 2011 - July 2013
Goosehead Insurance Agency September 2011 - November 2011
Goosehead Insurance Agency June 2010 - October 2011
New York Life Insurance Company March 2010 - June 2010
Skills
Property & Casualty..., Life Insurance, Insurance, Commercial Insurance, Customer Service, Account Management, Leadership, Event Planning
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Dakota Wesleyan University 2006 — 2009
Bachelors of Arts, Sports Management
Kym Pham Kym Pham's New York Life Insurance Company Experience December 2012 - July 2014
Job Accountant/Bookkeeper at JM Metal & Mechanical INC
Industry Oil & Energy
Experience
Liberty Precision Company, LLC July 2014 - March 2015
JM Metal & Mechanical INC February 2013 - July 2014
New York Life Insurance Company December 2012 - July 2014
Redi Management May 2012 - February 2013
Skills
Finance, Analysis, Accounting, Cash Flow, Auditing, Budgets, Due Diligence, Accounts Payable, Portfolio Management, Cash Flow Forecasting, Financial Statements
Education
University of Maryland College Park 2007 — 2012
Bachelor of Arts (B.A.), Economics, 3.5/4.0
Liberty Precision Company, LLC July 2014 - March 2015
JM Metal & Mechanical INC February 2013 - July 2014
New York Life Insurance Company December 2012 - July 2014
Redi Management May 2012 - February 2013
Skills
Finance, Analysis, Accounting, Cash Flow, Auditing, Budgets, Due Diligence, Accounts Payable, Portfolio Management, Cash Flow Forecasting, Financial Statements
Education
University of Maryland College Park 2007 — 2012
Bachelor of Arts (B.A.), Economics, 3.5/4.0
Lara de Luna's New York Life Insurance Company Experience June 2013 - January 2014
Job BS Financial Economics
Industry Financial Services
Experience
Major Definition June 2014 - June 2015
University of Maryland Baltimore County August 2013 - June 2015
T. Rowe Price October 2014 - April 2015
RiSK Opportunities Inc. June 2014 - August 2014
New York Life Insurance Company June 2013 - January 2014
University of Maryland Baltimore County August 2012 - January 2013
Victoria's Secret May 2012 - October 2012
Skills
Leadership, Public Speaking, Business Process..., Internal Audit, Teamwork, Customer Service, PowerPoint, Sales, Microsoft Office, Marketing, Finance, Microsoft Word, Microsoft Excel, Data Analysis, Social Networking, Community Outreach, Event Planning, Social Media, Life Insurance
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (BS), Financial Economics and Sociology, 3.6/4.0 Cum Laude
Major Definition June 2014 - June 2015
University of Maryland Baltimore County August 2013 - June 2015
T. Rowe Price October 2014 - April 2015
RiSK Opportunities Inc. June 2014 - August 2014
New York Life Insurance Company June 2013 - January 2014
University of Maryland Baltimore County August 2012 - January 2013
Victoria's Secret May 2012 - October 2012
Skills
Leadership, Public Speaking, Business Process..., Internal Audit, Teamwork, Customer Service, PowerPoint, Sales, Microsoft Office, Marketing, Finance, Microsoft Word, Microsoft Excel, Data Analysis, Social Networking, Community Outreach, Event Planning, Social Media, Life Insurance
Education
University of Maryland Baltimore County 2011 — 2015
Bachelor of Science (BS), Financial Economics and Sociology, 3.6/4.0 Cum Laude
Josh Cowart (LUTCF) Senior Partner New York Life Josh Cowart (LUTCF) Senior Partner New York Life's New York Life Insurance Company Experience January 2012 - Present
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company December 2007 - February 2012
New York Life Ins. Co. September 2004 - January 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Business Planning, Employee Benefits, 401k Rollovers, Leadership, Term Life Insurance, Strategic Planning, Business Development, Management, Annuity Sales, Key Person Protection, Public Speaking, Wealth Preservation, Retirement Income..., Buy-Sell Agreements, Permanent Life Insurance, Business Succession..., Team Motivator, Sales Management, Asset Protection
Education
University of Iowa 1999 — 2003
Ankeny High School 1996 — 1999
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company December 2007 - February 2012
New York Life Ins. Co. September 2004 - January 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Business Planning, Employee Benefits, 401k Rollovers, Leadership, Term Life Insurance, Strategic Planning, Business Development, Management, Annuity Sales, Key Person Protection, Public Speaking, Wealth Preservation, Retirement Income..., Buy-Sell Agreements, Permanent Life Insurance, Business Succession..., Team Motivator, Sales Management, Asset Protection
Education
University of Iowa 1999 — 2003
Ankeny High School 1996 — 1999
Ryan Blaire Ryan Blaire's New York Life Insurance Company Experience July 2013 - Present
Job Dedicated Financial Services Professional and Licensed Insurance Agent Helping To Protect Families & Small Businesses
Industry Financial Services
Experience
NYLIFE Securities, LLC July 2013 - Present
New York Life Insurance Company July 2013 - Present
97.9 WRMF July 2011 - July 2013
ReachLocal January 2011 - August 2011
CBS Radio April 2007 - January 2011
Clear Channel Radio August 2004 - April 2007
Interep August 2002 - August 2004
Westwood One November 1999 - August 2002
Steiner Sports August 1998 - November 2000
Skills
Licensed Life Insurance..., 401(k) Rollovers, Asset Protection, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Business Relationship..., Investments, Estate Planning, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management
Education
University of Maryland College Park 1995 — 1999
BACHELOR OF ARTS IN COMMUNICATIONS, 3.3 GPA
Lawrence High School – Cedarhurst, New York, USA 1991 — 1995
HIGH SCHOOL
NYLIFE Securities, LLC July 2013 - Present
New York Life Insurance Company July 2013 - Present
97.9 WRMF July 2011 - July 2013
ReachLocal January 2011 - August 2011
CBS Radio April 2007 - January 2011
Clear Channel Radio August 2004 - April 2007
Interep August 2002 - August 2004
Westwood One November 1999 - August 2002
Steiner Sports August 1998 - November 2000
Skills
Licensed Life Insurance..., 401(k) Rollovers, Asset Protection, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Business Relationship..., Investments, Estate Planning, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management
Education
University of Maryland College Park 1995 — 1999
BACHELOR OF ARTS IN COMMUNICATIONS, 3.3 GPA
Lawrence High School – Cedarhurst, New York, USA 1991 — 1995
HIGH SCHOOL
Joshua Manes's New York Life Insurance Company Experience October 2005 - October 2008
Job Oracle Account Executive, Public Sector
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
ShalomLearning March 2012 - April 2014
Mass Mutual Finanacial Group January 2010 - March 2012
Paychex October 2008 - January 2010
New York Life Insurance Company October 2005 - October 2008
United States Air Force December 1996 - December 2000
Skills
Sales Process, Salesforce.com, Solution Selling, Sales Management, SaaS, Strategic Partnerships, Direct Sales, Account Management, New Business Development, Sales Operations, Business Development, Lead Generation
Education
University of Maryland College Park 2001 — 2005
Bachelor's degree
Universtiy of Maryland, College Park 2001 — 2005
Bachelor of Arts (B.A.), American History (United States)
Oracle June 2014 - Present
ShalomLearning March 2012 - April 2014
Mass Mutual Finanacial Group January 2010 - March 2012
Paychex October 2008 - January 2010
New York Life Insurance Company October 2005 - October 2008
United States Air Force December 1996 - December 2000
Skills
Sales Process, Salesforce.com, Solution Selling, Sales Management, SaaS, Strategic Partnerships, Direct Sales, Account Management, New Business Development, Sales Operations, Business Development, Lead Generation
Education
University of Maryland College Park 2001 — 2005
Bachelor's degree
Universtiy of Maryland, College Park 2001 — 2005
Bachelor of Arts (B.A.), American History (United States)
Jenell Williams's New York Life Insurance Company Experience May 2015 - Present
Job Financial Services Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Direct General Auto Insurance 2013 - Present
Direct General Auto Insurance June 2013 - May 2015
Skills
Liability, Commercial Insurance, General Insurance, Legal Liability, Umbrella Insurance, Life Insurance, Claim, Underwriting, Term Life Insurance, Workers Compensation, Health Insurance, Homeowners, Disability Insurance, Professional Liability, Claims Management, Whole Life, Fixed Annuities
Education
University of Louisiana at Monroe
Bachelors degree in Business, Bachelor of Business Administration
University of Louisiana at Monroe
Bachelor of Business Administration (B.B.A.), Economics
New York Life Insurance Company May 2015 - Present
Direct General Auto Insurance 2013 - Present
Direct General Auto Insurance June 2013 - May 2015
Skills
Liability, Commercial Insurance, General Insurance, Legal Liability, Umbrella Insurance, Life Insurance, Claim, Underwriting, Term Life Insurance, Workers Compensation, Health Insurance, Homeowners, Disability Insurance, Professional Liability, Claims Management, Whole Life, Fixed Annuities
Education
University of Louisiana at Monroe
Bachelors degree in Business, Bachelor of Business Administration
University of Louisiana at Monroe
Bachelor of Business Administration (B.B.A.), Economics
Rob Hodgkiss III's New York Life Insurance Company Experience May 2015 - August 2015
Job Corporate Summer Intern at New York Life Insurance Company
Industry Financial Services
Experience
Martinis Bar April 2014 - September 2015
New York Life Insurance Company May 2015 - August 2015
Cawood Auto May 2013 - August 2013
Illinois Energy August 2011 - December 2011
Skills
Customer Service, Teamwork, Time Management, Social Media, Microsoft Excel, Social Networking, Sales, Leadership, Public Speaking, Event Planning, Facebook, Microsoft Office, Microsoft Word
Education
University of Iowa 2012 — 2016
Bachelor of Arts (B.A.), Business Studies
University of Iowa
Minor, Economics
Martinis Bar April 2014 - September 2015
New York Life Insurance Company May 2015 - August 2015
Cawood Auto May 2013 - August 2013
Illinois Energy August 2011 - December 2011
Skills
Customer Service, Teamwork, Time Management, Social Media, Microsoft Excel, Social Networking, Sales, Leadership, Public Speaking, Event Planning, Facebook, Microsoft Office, Microsoft Word
Education
University of Iowa 2012 — 2016
Bachelor of Arts (B.A.), Business Studies
University of Iowa
Minor, Economics
A.L. Kawaja's New York Life Insurance Company Experience May 2011 - September 2014
Job Wealth Management Advisor at Meridian Wealth Management LLC
Industry Financial Services
Experience
Meridian Wealth Management LLC October 2014 - Present
New York Life Insurance Company May 2011 - September 2014
Lexington Investment Company March 2004 - July 2009
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting st, Key Person Protection, Legaci, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Licensed Life Insurance..., 401k, Asset Managment, Disability Insurance, Finance, Financial Services, Fixed Annuities, IRAs, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
University of Kentucky 1986 — 1991
Bachelor of Business Administration (B.B.A.), Economics
Meridian Wealth Management LLC October 2014 - Present
New York Life Insurance Company May 2011 - September 2014
Lexington Investment Company March 2004 - July 2009
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting st, Key Person Protection, Legaci, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Licensed Life Insurance..., 401k, Asset Managment, Disability Insurance, Finance, Financial Services, Fixed Annuities, IRAs, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
University of Kentucky 1986 — 1991
Bachelor of Business Administration (B.B.A.), Economics
Vincent Porcher - Lo Mejor de Ambos Mundos Vincent Porcher - Lo Mejor de Ambos Mundos's New York Life Insurance Company Experience May 1994 - May 2004
Job Owner / International Business Consultant
Industry International Trade and Development
Experience
Lo Mejor de Ambos Mundos August 2004 - Present
Lo Mejor de Ambos Mundos May 2004 - Present
Retoques September 2004 - December 2011
New York Life Insurance Company May 1994 - May 2004
Skills
Management, Marketing, Program Management, Negotiation, Project Management, Quality Assurance, Marketing Communications, New Business Development, Coaching, Customer Service, Team Building, Marketing Strategy, Public Speaking, Strategic Planning, Sales, Financial Analysis, Global Sourcing, Purchasing Negotiation, Purchasing Processes, International Logistics, Business Analysis, Strategic Consulting
Education
University of Maryland College Park 1980 — 1982
A.S.
Middleton
Lo Mejor de Ambos Mundos August 2004 - Present
Lo Mejor de Ambos Mundos May 2004 - Present
Retoques September 2004 - December 2011
New York Life Insurance Company May 1994 - May 2004
Skills
Management, Marketing, Program Management, Negotiation, Project Management, Quality Assurance, Marketing Communications, New Business Development, Coaching, Customer Service, Team Building, Marketing Strategy, Public Speaking, Strategic Planning, Sales, Financial Analysis, Global Sourcing, Purchasing Negotiation, Purchasing Processes, International Logistics, Business Analysis, Strategic Consulting
Education
University of Maryland College Park 1980 — 1982
A.S.
Middleton
Bill Sierra Bill Sierra's New York Life Insurance Company Experience October 2011 - September 2014
Job Vice President of Financial Services
Industry Financial Services
Experience
SAHOURI INSURANCE April 2015 - Present
The Hire Authority, LLC September 2011 - Present
New York Life Insurance Company October 2011 - September 2014
Stephen James Associates October 2008 - April 2011
SmartCEO Magazine February 2008 - August 2008
Urbanite Magazine August 2007 - January 2008
Chubb Insurance June 2006 - June 2007
180s / Gorgonz May 2005 - September 2005
Skills
FINRA Series 6, FINRA Series 63, Life Insurance, Health Insurance, Series 63, Business Development, Series 6, Strategic Financial..., Investments, Insurance, Risk Management
Education
University of Maryland - Robert H. Smith School of Business
BS, Business Administration
SAHOURI INSURANCE April 2015 - Present
The Hire Authority, LLC September 2011 - Present
New York Life Insurance Company October 2011 - September 2014
Stephen James Associates October 2008 - April 2011
SmartCEO Magazine February 2008 - August 2008
Urbanite Magazine August 2007 - January 2008
Chubb Insurance June 2006 - June 2007
180s / Gorgonz May 2005 - September 2005
Skills
FINRA Series 6, FINRA Series 63, Life Insurance, Health Insurance, Series 63, Business Development, Series 6, Strategic Financial..., Investments, Insurance, Risk Management
Education
University of Maryland - Robert H. Smith School of Business
BS, Business Administration
Daniel B. Santos Jr CLU, MA's New York Life Insurance Company Experience May 1992 - Present
Job Agent with New York Life Insurance Company & Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 1993 - Present
New York Life Insurance Company May 1992 - Present
National Republican Institute January 1987 - June 1990
National Republican Institute for International Affairs June 1986 - August 1986
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Retirement, Estate Planning, Employee Benefits, Disability Insurance, Financial Services, Fixed Annuities, Long-term Care, Securities, Analysis, Asset Management, Portfolio Management, Underwriting, 401k, Health Insurance, Finance, FINRA, Financial Analysis, Small Business, IRAs, Series 63, Mutual Funds, Long Term Care Insurance, College Savings Plans, Financial Planners, Wealth Management, 401k Rollovers
Education
University of Kentucky 1985 — 1987
M.A., International Finance
University of Kentucky 1981 — 1985
BA, Political Science
St. Xavier High School, Louisville, KY 1978 — 1981
NYLIFE Securities LLC March 1993 - Present
New York Life Insurance Company May 1992 - Present
National Republican Institute January 1987 - June 1990
National Republican Institute for International Affairs June 1986 - August 1986
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Retirement, Estate Planning, Employee Benefits, Disability Insurance, Financial Services, Fixed Annuities, Long-term Care, Securities, Analysis, Asset Management, Portfolio Management, Underwriting, 401k, Health Insurance, Finance, FINRA, Financial Analysis, Small Business, IRAs, Series 63, Mutual Funds, Long Term Care Insurance, College Savings Plans, Financial Planners, Wealth Management, 401k Rollovers
Education
University of Kentucky 1985 — 1987
M.A., International Finance
University of Kentucky 1981 — 1985
BA, Political Science
St. Xavier High School, Louisville, KY 1978 — 1981
John Liston John Liston's New York Life Insurance Company Experience May 2013 - March 2014
Job Agricultural Lender
Industry Banking
Experience
Blackhawk Bank & Trust March 2015 - Present
Family Farm January 2012 - Present
New York Life Insurance Company May 2013 - March 2014
Fazenda United LTDA January 2011 - April 2013
Benskin Inc June 2009 - December 2010
Academy for Excellence August 2008 - March 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business
Certificate of Entrepreneurial Management
Blackhawk Bank & Trust March 2015 - Present
Family Farm January 2012 - Present
New York Life Insurance Company May 2013 - March 2014
Fazenda United LTDA January 2011 - April 2013
Benskin Inc June 2009 - December 2010
Academy for Excellence August 2008 - March 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business
Certificate of Entrepreneurial Management
Joshua Reyes's New York Life Insurance Company Experience May 2013 - Present
Job Registered Representative/Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2013 - Present
Bank of America July 2010 - May 2013
Skills
Insurance, Life Insurance, Mutual Funds, Investments, Sales, Retirement, Financial Services, Retirement Planning, Customer Service, Life & Health Insurance..., Long Term Care Insurance, Variable Annuities, 401k Rollovers, Annuity Sales, Business Planning, Estate Planning, Buy-sell Agreements, Key Person Protection, Whole Life Insurance, Retirement Income...
Education
University of La Verne 2010 — 2012
Bachelor of Business Administration (B.B.A.)
New York Life Insurance Company May 2013 - Present
Bank of America July 2010 - May 2013
Skills
Insurance, Life Insurance, Mutual Funds, Investments, Sales, Retirement, Financial Services, Retirement Planning, Customer Service, Life & Health Insurance..., Long Term Care Insurance, Variable Annuities, 401k Rollovers, Annuity Sales, Business Planning, Estate Planning, Buy-sell Agreements, Key Person Protection, Whole Life Insurance, Retirement Income...
Education
University of La Verne 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Ivy Yang's New York Life Insurance Company Experience 2014 - June 2015
Job Financial Service Representative
Industry Insurance
Experience
Ivy Yang January 2013 - Present
New York Life Insurance Company 2014 - June 2015
Supex Auto Parts, Inc. April 2012 - May 2013
US Bankcard Services November 2011 - March 2012
CITIBANK TAIWAN June 2008 - June 2010
TAISHIN INTERNATIONAL BANK July 2006 - June 2008
Citibank, Taiwan May 1998 - August 2006
Skills
Program Management, Product Marketing, Project Management, Management Consulting, Financial Services, Strategic Planning, Sales, Product Development, E-commerce, Market Research, Credit Cards, Risk Management, B2B, Relationship Management, Microsoft Office, Life Insurance, Business Development, Portfolio Management, Business Strategy, Business Analysis, Banking, Finance, Analytics, CRM, Competitive Analysis, Analysis, Strategy, Investments, Process Engineering, Process Development, Health Insurance, Annunity, Insurance, 401k Rollovers, Estate Planning
Education
University of Leicester 2003 — 2005
Master of Business Administration (M.B.A.), MARKETING
Ivy Yang January 2013 - Present
New York Life Insurance Company 2014 - June 2015
Supex Auto Parts, Inc. April 2012 - May 2013
US Bankcard Services November 2011 - March 2012
CITIBANK TAIWAN June 2008 - June 2010
TAISHIN INTERNATIONAL BANK July 2006 - June 2008
Citibank, Taiwan May 1998 - August 2006
Skills
Program Management, Product Marketing, Project Management, Management Consulting, Financial Services, Strategic Planning, Sales, Product Development, E-commerce, Market Research, Credit Cards, Risk Management, B2B, Relationship Management, Microsoft Office, Life Insurance, Business Development, Portfolio Management, Business Strategy, Business Analysis, Banking, Finance, Analytics, CRM, Competitive Analysis, Analysis, Strategy, Investments, Process Engineering, Process Development, Health Insurance, Annunity, Insurance, 401k Rollovers, Estate Planning
Education
University of Leicester 2003 — 2005
Master of Business Administration (M.B.A.), MARKETING
Wykeeta Peel Wykeeta Peel's New York Life Insurance Company Experience November 2013 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company July 2011 - November 2013
Skills
Mutual Funds, Insurance, Retirement, Fixed Annuities, Product Marketing, Marketing, Retirement Planning, Sales Management, Marketing Management, Marketing Communications, Leadership, Strategic Planning, Long Term Care Insurance, Life Insurance, IRAs
Education
University of Phoenix
Master of Arts (MA)
University of Maryland Baltimore County
Bachelor of Arts (BA)
New York Life Insurance Company November 2013 - Present
New York Life Insurance Company July 2011 - November 2013
Skills
Mutual Funds, Insurance, Retirement, Fixed Annuities, Product Marketing, Marketing, Retirement Planning, Sales Management, Marketing Management, Marketing Communications, Leadership, Strategic Planning, Long Term Care Insurance, Life Insurance, IRAs
Education
University of Phoenix
Master of Arts (MA)
University of Maryland Baltimore County
Bachelor of Arts (BA)
Joey Prudhomme's New York Life Insurance Company Experience December 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Mallinckrodt Pharmaceuticals 2010 - 2013
Sanofi 2006 - 2009
Waterfront Grill 1999 - 2006
Brookshire Grocery Company 1996 - 1999
Skills
Sales, Leadership, Management, Life Insurance, Public Speaking, Insurance, Customer Service, Finance, Securities, Recruiting, Analysis, Financial Services
Education
University of Louisiana at Monroe
Bachelor's Degree, Management
New York Life Insurance Company December 2013 - Present
Mallinckrodt Pharmaceuticals 2010 - 2013
Sanofi 2006 - 2009
Waterfront Grill 1999 - 2006
Brookshire Grocery Company 1996 - 1999
Skills
Sales, Leadership, Management, Life Insurance, Public Speaking, Insurance, Customer Service, Finance, Securities, Recruiting, Analysis, Financial Services
Education
University of Louisiana at Monroe
Bachelor's Degree, Management
Alex Monaco Alex Monaco's New York Life Insurance Company Experience May 2014 - August 2014
Job Analyst at Carat
Industry Marketing and Advertising
Experience
Carat June 2015 - Present
Footwear Distributors and Retailers of America (FDRA) September 2014 - May 2015
New York Life Insurance Company May 2014 - August 2014
Paradigm Sample June 2013 - April 2014
Skills
Quantitative Research, Market Research, Marketing Research, Online Research, Qualitative Research, Data Analysis, Data Collection, PowerPoint, Microsoft Word, Consumer Behaviour, SPSS, Advertising Research, Customer Insight, Survey Design, Analytics, Segmentation, Survey Research, Microsoft Excel, Microsoft Office, Social Media, Procurement, Due Diligence, analytic, Public Speaking, Finance, Econometrics, Project Management, Microsoft SQL Server
Education
University of Maryland College Park 2011 — 2015
Bachelor's Degree, Economics
Carat June 2015 - Present
Footwear Distributors and Retailers of America (FDRA) September 2014 - May 2015
New York Life Insurance Company May 2014 - August 2014
Paradigm Sample June 2013 - April 2014
Skills
Quantitative Research, Market Research, Marketing Research, Online Research, Qualitative Research, Data Analysis, Data Collection, PowerPoint, Microsoft Word, Consumer Behaviour, SPSS, Advertising Research, Customer Insight, Survey Design, Analytics, Segmentation, Survey Research, Microsoft Excel, Microsoft Office, Social Media, Procurement, Due Diligence, analytic, Public Speaking, Finance, Econometrics, Project Management, Microsoft SQL Server
Education
University of Maryland College Park 2011 — 2015
Bachelor's Degree, Economics
Katie Wills's New York Life Insurance Company Experience October 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
Lane's End Farm June 2013 - September 2013
Skills
Life Insurance, Fixed Annuities, Retirement Planning, College Funding..., Long Term Care Insurance, 401k Rollovers
Education
University of Kentucky 2008 — 2013
Bachelor's degree, Community, Communication, and Leadership Development
New York Life Insurance Company October 2013 - Present
Lane's End Farm June 2013 - September 2013
Skills
Life Insurance, Fixed Annuities, Retirement Planning, College Funding..., Long Term Care Insurance, 401k Rollovers
Education
University of Kentucky 2008 — 2013
Bachelor's degree, Community, Communication, and Leadership Development
Ali Goraya Ali Goraya's New York Life Insurance Company Experience January 2009 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
Ameriprise Financial January 2007 - January 2009
Skills
Retirement Planning, Retirement Income..., Estate Planning, Annuities, Retirement, Wealth Management, Insurance Planning, Hedging
Education
University of Maryland Baltimore County
B.S., Finance
New York Life Insurance Company January 2009 - Present
Ameriprise Financial January 2007 - January 2009
Skills
Retirement Planning, Retirement Income..., Estate Planning, Annuities, Retirement, Wealth Management, Insurance Planning, Hedging
Education
University of Maryland Baltimore County
B.S., Finance
Jude Broussard's New York Life Insurance Company Experience May 1991 - May 2002
Job Agency Manager / Owner at Acadiana Benefits Group
Industry Insurance
Experience
Acadiana Benefits Group December 2006 - Present
J Broussard Benefits Group December 2004 - Present
MetLife June 2002 - February 2004
New York Life Insurance Company May 1991 - May 2002
Skills
Health Insurancce, Employee Benefits, Disability Insurance, Health Insurance, Small Business, Life Insurance, Term Life Insurance, Life Coaching, Healthcare Consulting, Healthcare Reform..., Fixed Annuities, Long-term Care, Management, Training, Insurance, Leadership, Health Savings Accounts, Whole Life, Brokers, Long Term Care Insurance, Customer Service, Team Building, Sales, Marketing, Account Management
Education
University of Louisiana at Lafayette 1983 — 1988
BS, Business Administration
Acadiana Benefits Group December 2006 - Present
J Broussard Benefits Group December 2004 - Present
MetLife June 2002 - February 2004
New York Life Insurance Company May 1991 - May 2002
Skills
Health Insurancce, Employee Benefits, Disability Insurance, Health Insurance, Small Business, Life Insurance, Term Life Insurance, Life Coaching, Healthcare Consulting, Healthcare Reform..., Fixed Annuities, Long-term Care, Management, Training, Insurance, Leadership, Health Savings Accounts, Whole Life, Brokers, Long Term Care Insurance, Customer Service, Team Building, Sales, Marketing, Account Management
Education
University of Louisiana at Lafayette 1983 — 1988
BS, Business Administration
Jim Gates's New York Life Insurance Company Experience August 2014 - January 2015
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2014 - January 2015
State Automatic Heating and Cooling October 2013 - August 2014
Tree Green March 2014 - June 2014
One Source Marketing and D&S Management Group May 2013 - October 2013
State Automatic Heating and Cooling May 2012 - August 2012
Anderson Communities May 2011 - August 2011
Follett Higher Education Group June 2010 - August 2010
Follett Higher Education Group August 2009 - April 2010
Education
University of Kentucky 2008 — 2012
Bachelor's degree, Business Administration and Management, General, 3.33
New York Life Insurance Company August 2014 - January 2015
State Automatic Heating and Cooling October 2013 - August 2014
Tree Green March 2014 - June 2014
One Source Marketing and D&S Management Group May 2013 - October 2013
State Automatic Heating and Cooling May 2012 - August 2012
Anderson Communities May 2011 - August 2011
Follett Higher Education Group June 2010 - August 2010
Follett Higher Education Group August 2009 - April 2010
Education
University of Kentucky 2008 — 2012
Bachelor's degree, Business Administration and Management, General, 3.33
craig sirota craig sirota's New York Life Insurance Company Experience October 2014 - February 2015
Job Sales Manager at Ray Catena Land Rover and Jaguar of Edison
Industry Automotive
Experience
Ray Catena Land Rover and Jaguar of Edison February 2015 - Present
New York Life Insurance Company October 2014 - February 2015
Ray Catena Infiniti March 2007 - July 2014
Skills
Sales, Sales Process, Sales Management, Sales Operations, Customer Service, Customer Satisfaction, Customer Retention, B2B, Profit, New Business Development, Account Management, Negotiation, Marketing Strategy, Business Planning, Marketing, Direct Sales, Forecasting, Business Development, Automobile, Vehicles, Automotive, Automotive Aftermarket, Dealers, Dealer Management, Parts, Reynolds, Warranty, Sales Presentations, Finance, Business Strategy
Education
University of Maryland College Park
Ray Catena Land Rover and Jaguar of Edison February 2015 - Present
New York Life Insurance Company October 2014 - February 2015
Ray Catena Infiniti March 2007 - July 2014
Skills
Sales, Sales Process, Sales Management, Sales Operations, Customer Service, Customer Satisfaction, Customer Retention, B2B, Profit, New Business Development, Account Management, Negotiation, Marketing Strategy, Business Planning, Marketing, Direct Sales, Forecasting, Business Development, Automobile, Vehicles, Automotive, Automotive Aftermarket, Dealers, Dealer Management, Parts, Reynolds, Warranty, Sales Presentations, Finance, Business Strategy
Education
University of Maryland College Park
Matthew Amrod Matthew Amrod's New York Life Insurance Company Experience December 2010 - July 2011
Job Senior Account Executive at Next Level Funding
Industry Financial Services
Experience
Next Level Funding February 2012 - Present
Next Level Funding June 2011 - February 2012
New York Life Insurance Company December 2010 - July 2011
Skills
Portfolio Management, Finance, Strategy, Banking, Business Planning, Financial Analysis
Education
University of Mary Washington 2006 — 2010
BS, Business Administration, Economics
Ridgefield High School 2002 — 2006
Next Level Funding February 2012 - Present
Next Level Funding June 2011 - February 2012
New York Life Insurance Company December 2010 - July 2011
Skills
Portfolio Management, Finance, Strategy, Banking, Business Planning, Financial Analysis
Education
University of Mary Washington 2006 — 2010
BS, Business Administration, Economics
Ridgefield High School 2002 — 2006
Edward Millay's New York Life Insurance Company Experience July 2014 - Present
Job Vice President and Assistant Controller at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
Ernst & Young November 2011 - May 2014
Ernst & Young ShinNihon April 2007 - October 2011
American Life Insurance Company - Japan Branch August 2004 - April 2007
AIG VALIC Insurance Company and AIG Annuity Insurance Company November 2000 - July 2004
Ernst & Young LLP September 1990 - November 2000
Skills
SEC filings, Internal Controls, Internal Audit, Financial Reporting, Risk Management, Auditing, Finance, Financial Services, Accounting, Insurance, Managerial Finance, Budgets, Enterprise Risk..., Business Process, Analysis, US GAAP, Statutory Accounting, Account Management, Business Process..., Business Planning, Cross Cultural..., Financial Forecasting, Financial Statement..., Leadership, Manage Client..., Model Audit Rule, New Business Development, Partnership-building, Performance Management, Project Management, Project Planning, Risk Assessment, Sarbanes-Oxley Act, Staff Development, Strategic Planning, Team Building
Education
University of Louisville
Bachelor of Science, Business Administration; an emphasis in accounting
New York Life Insurance Company July 2014 - Present
Ernst & Young November 2011 - May 2014
Ernst & Young ShinNihon April 2007 - October 2011
American Life Insurance Company - Japan Branch August 2004 - April 2007
AIG VALIC Insurance Company and AIG Annuity Insurance Company November 2000 - July 2004
Ernst & Young LLP September 1990 - November 2000
Skills
SEC filings, Internal Controls, Internal Audit, Financial Reporting, Risk Management, Auditing, Finance, Financial Services, Accounting, Insurance, Managerial Finance, Budgets, Enterprise Risk..., Business Process, Analysis, US GAAP, Statutory Accounting, Account Management, Business Process..., Business Planning, Cross Cultural..., Financial Forecasting, Financial Statement..., Leadership, Manage Client..., Model Audit Rule, New Business Development, Partnership-building, Performance Management, Project Management, Project Planning, Risk Assessment, Sarbanes-Oxley Act, Staff Development, Strategic Planning, Team Building
Education
University of Louisville
Bachelor of Science, Business Administration; an emphasis in accounting
Daniel Savoie's New York Life Insurance Company Experience March 2010 - November 2010
Job Inside Sales Associate at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco June 2013 - Present
Association Member Benefits Advisors -AMBA December 2011 - November 2012
Aflac April 2011 - November 2012
Pre-Paid Legal Services, Inc. 2008 - 2011
New York Life Insurance Company March 2010 - November 2010
Baker Atlas August 2008 - July 2009
Education
University of Louisiana at Lafayette 1984 — 1992
Mass Communications
National Oilwell Varco June 2013 - Present
Association Member Benefits Advisors -AMBA December 2011 - November 2012
Aflac April 2011 - November 2012
Pre-Paid Legal Services, Inc. 2008 - 2011
New York Life Insurance Company March 2010 - November 2010
Baker Atlas August 2008 - July 2009
Education
University of Louisiana at Lafayette 1984 — 1992
Mass Communications
Marc Russo's New York Life Insurance Company Experience May 2010 - August 2010
Job Director, Physician Services at Hello Health Inc.
Industry Hospital & Health Care
Experience
Hello Health Inc. February 2015 - Present
Hello Health Inc. March 2014 - February 2015
Hello Health Inc. January 2013 - March 2014
Golfsmith International August 2007 - December 2013
University of Maryland Business Golf Club September 2009 - December 2012
Hello Health Inc. May 2011 - September 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Sales, Microsoft Office, Analysis, Financial Modeling, Research, Marketing, Microsoft Excel, Management, Access, Event Planning, Social Networking, CRM, Training, SAS, Matlab, SPSS, Project Management, Oracle, CAD, Stata, Sales Force, Business Development, Start-ups, Population Health, Healthcare Consulting, Health Insurance, Healthcare
Education
University of Maryland College Park 2009 — 2012
Bachelor's Degree, Economics, Pre-Medicine
Hello Health Inc. February 2015 - Present
Hello Health Inc. March 2014 - February 2015
Hello Health Inc. January 2013 - March 2014
Golfsmith International August 2007 - December 2013
University of Maryland Business Golf Club September 2009 - December 2012
Hello Health Inc. May 2011 - September 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Sales, Microsoft Office, Analysis, Financial Modeling, Research, Marketing, Microsoft Excel, Management, Access, Event Planning, Social Networking, CRM, Training, SAS, Matlab, SPSS, Project Management, Oracle, CAD, Stata, Sales Force, Business Development, Start-ups, Population Health, Healthcare Consulting, Health Insurance, Healthcare
Education
University of Maryland College Park 2009 — 2012
Bachelor's Degree, Economics, Pre-Medicine
Dawn Behrens's New York Life Insurance Company Experience August 2013 - Present
Job CVP, Life Products Strategy & Research Leader at New York Life Insurance Company
Industry Management Consulting
Experience
New York Life Insurance Company August 2013 - Present
Skills
Financial Analysis, M&A due diligence, Business Strategy, Early Stage Ventures, New Market Entry, Product Development, Strategy Development, Growth Strategy, Team Management, New Business Development, Strategic Partnerships, Strategy, Business Planning, Innovation Management, Project Management, Market Analysis, Growth Strategies, Market Entry, Due Diligence, Market Research, Cross-functional Team..., Private Equity, Analysis, Management Consulting, Risk Management, Portfolio Management, Financial Modeling, Management
Education
Yale University - Yale School of Management 2007 — 2009
MBA
University of Maryland 2000 — 2003
B.A., Economics
New York Life Insurance Company August 2013 - Present
Skills
Financial Analysis, M&A due diligence, Business Strategy, Early Stage Ventures, New Market Entry, Product Development, Strategy Development, Growth Strategy, Team Management, New Business Development, Strategic Partnerships, Strategy, Business Planning, Innovation Management, Project Management, Market Analysis, Growth Strategies, Market Entry, Due Diligence, Market Research, Cross-functional Team..., Private Equity, Analysis, Management Consulting, Risk Management, Portfolio Management, Financial Modeling, Management
Education
Yale University - Yale School of Management 2007 — 2009
MBA
University of Maryland 2000 — 2003
B.A., Economics
David Baugh's New York Life Insurance Company Experience October 2012 - May 2013
Job Insurance Agent at National Agents Alliance Corporate
Industry Financial Services
Experience
National Agents Alliance June 2013 - Present
New York Life Insurance Company October 2012 - May 2013
Xerox Commercial Solutions September 2011 - October 2012
South Eastern Data 2006 - 2011
Aflac February 2007 - October 2010
Boy Scouts of America January 1987 - May 2006
Skills
Strategic Planning, Public Speaking, Customer Service, Team Building, Budgets, Sales Management, New Business Development, Management, Account Management, Public Relations, Insurance, Fixed Annuities, Non-profits, Leadership Development, Strategic Financial..., Fundraising, Leadership, Nonprofits, Community Outreach, Recruiting, Training, Marketing, Life Insurance, Coaching, Sales, Event Planning
Education
University of Kentucky 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rift Valley Academy 1967 — 1972
National Agents Alliance June 2013 - Present
New York Life Insurance Company October 2012 - May 2013
Xerox Commercial Solutions September 2011 - October 2012
South Eastern Data 2006 - 2011
Aflac February 2007 - October 2010
Boy Scouts of America January 1987 - May 2006
Skills
Strategic Planning, Public Speaking, Customer Service, Team Building, Budgets, Sales Management, New Business Development, Management, Account Management, Public Relations, Insurance, Fixed Annuities, Non-profits, Leadership Development, Strategic Financial..., Fundraising, Leadership, Nonprofits, Community Outreach, Recruiting, Training, Marketing, Life Insurance, Coaching, Sales, Event Planning
Education
University of Kentucky 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rift Valley Academy 1967 — 1972
Brigitte Engleman's New York Life Insurance Company Experience December 2009 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company December 2009 - Present
Education
University of Mary Washington 2005 — 2008
New York Life Insurance Company December 2009 - Present
Education
University of Mary Washington 2005 — 2008
Ryan Rushe's New York Life Insurance Company Experience April 2014 - Present
Job Agent at New York Life Insurance Company
Industry Real Estate
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Key Title May 2009 - April 2014
Costello Construction July 2007 - May 2009
Access National Bank June 2005 - June 2007
Skills
Financial Planning, Investments, 401k Rollovers, Asset Protection, Insurance, 529 Plans, Tax Strategy, Retirement Planning, Guaranteed Lifetime..., Annuities, Financial Services, Mortgage Lending, Banking, Management, Real Estate, Refinance
Education
York College of Pennsylvania 2002 — 2005
Bachelor of Business Administration (BBA), Minors: Entrepreneurship, Banking and Finance, Music Industry
University of Mary Washington 2000 — 2001
Bishop O'Connell 1996 — 2000
Armstrong
Mary Washington College
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Key Title May 2009 - April 2014
Costello Construction July 2007 - May 2009
Access National Bank June 2005 - June 2007
Skills
Financial Planning, Investments, 401k Rollovers, Asset Protection, Insurance, 529 Plans, Tax Strategy, Retirement Planning, Guaranteed Lifetime..., Annuities, Financial Services, Mortgage Lending, Banking, Management, Real Estate, Refinance
Education
York College of Pennsylvania 2002 — 2005
Bachelor of Business Administration (BBA), Minors: Entrepreneurship, Banking and Finance, Music Industry
University of Mary Washington 2000 — 2001
Bishop O'Connell 1996 — 2000
Armstrong
Mary Washington College
Henry Asemota's New York Life Insurance Company Experience February 2010 - July 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
New York Life Insurance Company February 2010 - July 2012
WisdomTree Asset Management August 2007 - January 2009
OppenheimerFunds May 2005 - April 2007
Legg Mason June 1999 - January 2005
Education
University of Maryland Baltimore County
B.A., History
Merrill Lynch March 2013 - Present
New York Life Insurance Company February 2010 - July 2012
WisdomTree Asset Management August 2007 - January 2009
OppenheimerFunds May 2005 - April 2007
Legg Mason June 1999 - January 2005
Education
University of Maryland Baltimore County
B.A., History
Matt Wessels's New York Life Insurance Company Experience 2011 - 2011
Job Talent Management Partner Focused Exclusively in Placing HR Professionals (Contract & Direct Hire)
Industry Staffing and Recruiting
Experience
Advanced Resources February 2013 - Present
Randstad HR, formerly Human Resources International (HRi) November 2011 - February 2013
New York Life Insurance Company 2011 - 2011
Skills
New Business Development, Recruiting, Sourcing, Executive Search, Deferred Compensation, Talent Management, Human Resources, Temporary Placement, Employee Benefits, HRIS, Employee Relations, Personnel Management, Start-ups, Payroll, Organizational..., Strategy, Talent Acquisition, Negotiation, Performance Management, Program Management, Outsourcing, Vendor Management, Healthcare, Cold Calling, Applicant Tracking..., Job Evaluation, Business Intelligence, Contract Recruitment, Training, Skilled Labor, Change Management, Technical Recruiting, Customer Service, Financial Services, Temporary Staffing, Information Technology, HR Consulting
Education
University of Iowa
Advanced Resources February 2013 - Present
Randstad HR, formerly Human Resources International (HRi) November 2011 - February 2013
New York Life Insurance Company 2011 - 2011
Skills
New Business Development, Recruiting, Sourcing, Executive Search, Deferred Compensation, Talent Management, Human Resources, Temporary Placement, Employee Benefits, HRIS, Employee Relations, Personnel Management, Start-ups, Payroll, Organizational..., Strategy, Talent Acquisition, Negotiation, Performance Management, Program Management, Outsourcing, Vendor Management, Healthcare, Cold Calling, Applicant Tracking..., Job Evaluation, Business Intelligence, Contract Recruitment, Training, Skilled Labor, Change Management, Technical Recruiting, Customer Service, Financial Services, Temporary Staffing, Information Technology, HR Consulting
Education
University of Iowa
Kirk David Menne's New York Life Insurance Company Experience April 2009 - Present
Job Broker at Priority Mortgage Capital / ACT Today Autism Care and Treatment Today
Industry Real Estate
Experience
New York Life Insurance Company April 2009 - Present
Priority Mortgage Capital / ACT Today Autism Care and Treatment January 1998 - Present
Education
University of Maryland College Park 1974 — 1978
New York Life Insurance Company April 2009 - Present
Priority Mortgage Capital / ACT Today Autism Care and Treatment January 1998 - Present
Education
University of Maryland College Park 1974 — 1978
Jacob Robertson's New York Life Insurance Company Experience August 1986 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 1986 - Present
Education
University of Louisville 1977 — 1982
Highland Academy 1975 — 1977
New York Life Insurance Company August 1986 - Present
Education
University of Louisville 1977 — 1982
Highland Academy 1975 — 1977
Paul Glenton FCII, CIC's New York Life Insurance Company Experience May 2012 - August 2012
Job Financial Representative at Thrivent Financial for Lutherans
Industry Insurance
Experience
Thrivent Financial for Lutherans August 2012 - Present
New York Life Insurance Company May 2012 - August 2012
Amlin Illinois, Inc August 2008 - April 2010
The Navigators Group Inc March 2002 - August 2008
Northwestern National/Vik Brothers/Highlands Insurance April 1989 - December 2001
Guardian Royal Exchange plc 1985 - 1989
Skills
Life & Health Insurance..., Series 6, Series 63, Property & Casualty..., Underwriting, Workers Compensation, Life Insurance, Umbrella Insurance, Retirement, Health Insurance, Inland Marine, Commercial Insurance
Education
Keller Graduate School of Management 1991 — 1993
MBA, Finance
Chartered Insurance Institute
Fellow of The Chartered Insurance Institute, Insurance
The National Alliance
Certified Insurance Counselor
University of London
BA(Hons), Economics; French & German
Thrivent Financial for Lutherans August 2012 - Present
New York Life Insurance Company May 2012 - August 2012
Amlin Illinois, Inc August 2008 - April 2010
The Navigators Group Inc March 2002 - August 2008
Northwestern National/Vik Brothers/Highlands Insurance April 1989 - December 2001
Guardian Royal Exchange plc 1985 - 1989
Skills
Life & Health Insurance..., Series 6, Series 63, Property & Casualty..., Underwriting, Workers Compensation, Life Insurance, Umbrella Insurance, Retirement, Health Insurance, Inland Marine, Commercial Insurance
Education
Keller Graduate School of Management 1991 — 1993
MBA, Finance
Chartered Insurance Institute
Fellow of The Chartered Insurance Institute, Insurance
The National Alliance
Certified Insurance Counselor
University of London
BA(Hons), Economics; French & German
Shawn Guarisco, CPA's New York Life Insurance Company Experience 2004 - 2005
Job Tax Senior Manager at Deloitte Tax LLP
Industry Financial Services
Experience
Deloitte Tax LLP August 2007 - Present
New York Life Insurance Company 2004 - 2005
Skills
US GAAP, Tax, Tax Research, Tax Accounting, Accounting, Financial Reporting, Financial Analysis, International Tax, Corporate Tax, Big 4
Education
University of New Orleans 2006 — 2007
Masters in Taxation
University of Louisiana at Lafayette 2003 — 2006
B.S. Accounting & Finance
Deloitte Tax LLP August 2007 - Present
New York Life Insurance Company 2004 - 2005
Skills
US GAAP, Tax, Tax Research, Tax Accounting, Accounting, Financial Reporting, Financial Analysis, International Tax, Corporate Tax, Big 4
Education
University of New Orleans 2006 — 2007
Masters in Taxation
University of Louisiana at Lafayette 2003 — 2006
B.S. Accounting & Finance
Joey Blakeney's New York Life Insurance Company Experience November 1987 - May 1999
Job Territory Manager at Gulf Stream Property and Casualty
Industry Insurance
Experience
Territory Manager-Mississippi July 2013 - Present
Farmers Insurance January 2006 - July 2013
BISYS Education Services January 1999 - January 2001
New York Life Insurance Company November 1987 - May 1999
New York Life Insurance January 1995 - January 1996
New York Life Insurance January 1993 - January 1995
New York Life Insurance January 1987 - January 1993
Skills
Cross-functional Team..., Product Development, Public Speaking, Underwriting, Insurance, Health Insurance, Sales, Risk Management, Sales Management, Account Management, Workers Compensation, New Business Development, Business Development, Team Building, Marketing
Education
University of Louisiana at Monroe 1984 — 1987
B.B.A, Finance/Economics
University of Louisiana at Monroe 1984 — 1987
BBA-Finance/Economics
Territory Manager-Mississippi July 2013 - Present
Farmers Insurance January 2006 - July 2013
BISYS Education Services January 1999 - January 2001
New York Life Insurance Company November 1987 - May 1999
New York Life Insurance January 1995 - January 1996
New York Life Insurance January 1993 - January 1995
New York Life Insurance January 1987 - January 1993
Skills
Cross-functional Team..., Product Development, Public Speaking, Underwriting, Insurance, Health Insurance, Sales, Risk Management, Sales Management, Account Management, Workers Compensation, New Business Development, Business Development, Team Building, Marketing
Education
University of Louisiana at Monroe 1984 — 1987
B.B.A, Finance/Economics
University of Louisiana at Monroe 1984 — 1987
BBA-Finance/Economics
David Jacoy's New York Life Insurance Company Experience June 2012 - February 2014
Job Experienced in Claims Management
Industry Insurance
Experience
Western Dental Services, Inc. September 2014 - May 2015
New York Life Insurance Company June 2012 - February 2014
Foremost Insurance Company (part of the Farmers Group of Companies) July 2006 - February 2010
Frontier Pacific Insurance Company in Liquidation, Los Angeles, California January 2001 - December 2005
Frontier Pacific Insurance Company, Los Angeles, California June 1996 - January 2001
Inter Con Security Systems, Inc, Los Angeles, California September 1994 - December 1995
Skills
Insurance, Disability Insurance, Life Insurance, Whole Life, Health Insurance, Analysis, Long Term Care Insurance, Critical Illness, Universal Life, Estate Planning, 401k Rollovers, Retirement Planning, 401k
Education
University of La Verne 1992 — 1994
Bachelors of Science, Criminology
Western Dental Services, Inc. September 2014 - May 2015
New York Life Insurance Company June 2012 - February 2014
Foremost Insurance Company (part of the Farmers Group of Companies) July 2006 - February 2010
Frontier Pacific Insurance Company in Liquidation, Los Angeles, California January 2001 - December 2005
Frontier Pacific Insurance Company, Los Angeles, California June 1996 - January 2001
Inter Con Security Systems, Inc, Los Angeles, California September 1994 - December 1995
Skills
Insurance, Disability Insurance, Life Insurance, Whole Life, Health Insurance, Analysis, Long Term Care Insurance, Critical Illness, Universal Life, Estate Planning, 401k Rollovers, Retirement Planning, 401k
Education
University of La Verne 1992 — 1994
Bachelors of Science, Criminology
Karen Lamp's New York Life Insurance Company Experience
Job Vice President & Associate General Counsel at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Securities, Litigation, Corporate Law, Securities Regulation, Insurance, Corporate Governance, Civil Litigation, Estate Planning, Due Diligence, Litigation Management, Mediation, Legal Writing, Commercial Litigation, Intellectual Property, Mergers & Acquisitions, Licensing, Bankruptcy, Legal Compliance, Legal Research, Arbitration, Insurance Law
Education
University of North Carolina at Chapel Hill 1979 — 1983
Doctor of Law (J.D.), Law
University of Iowa 1975 — 1979
Bachelor of Science (B.S.), Chemistry
New York Life Insurance Company
Skills
Securities, Litigation, Corporate Law, Securities Regulation, Insurance, Corporate Governance, Civil Litigation, Estate Planning, Due Diligence, Litigation Management, Mediation, Legal Writing, Commercial Litigation, Intellectual Property, Mergers & Acquisitions, Licensing, Bankruptcy, Legal Compliance, Legal Research, Arbitration, Insurance Law
Education
University of North Carolina at Chapel Hill 1979 — 1983
Doctor of Law (J.D.), Law
University of Iowa 1975 — 1979
Bachelor of Science (B.S.), Chemistry
Raphael Starr's New York Life Insurance Company Experience March 2013 - October 2013
Job Health and Life Agent in Indiana
Industry Insurance
Experience
Physicians Mutual July 2014 - Present
Lifeline Christian Fine Arts Academy July 2014 - Present
East Main Street Christian Church March 2011 - Present
Aflac November 2013 - October 2014
New York Life Insurance Company March 2013 - October 2013
Hamilton County Public Safety Communications January 2013 - May 2013
Dan Young GM Center August 2012 - November 2012
Huntington National Bank June 2010 - August 2012
University of Louisville May 2005 - May 2009
Skills
Music Theory, Music, Sales, Worship Music, Orchestration, Automobile, Singing, Acoustic Guitar, Customer Service, Conducting, Community Outreach, Composition, Coaching, Leadership, Public Speaking, Social Networking
Education
University of Louisville 1996 — 2001
Music Performance, Clarinet Performance
North Hardin High School 1994 — 1996
Academic Studies Diploma, General
Physicians Mutual July 2014 - Present
Lifeline Christian Fine Arts Academy July 2014 - Present
East Main Street Christian Church March 2011 - Present
Aflac November 2013 - October 2014
New York Life Insurance Company March 2013 - October 2013
Hamilton County Public Safety Communications January 2013 - May 2013
Dan Young GM Center August 2012 - November 2012
Huntington National Bank June 2010 - August 2012
University of Louisville May 2005 - May 2009
Skills
Music Theory, Music, Sales, Worship Music, Orchestration, Automobile, Singing, Acoustic Guitar, Customer Service, Conducting, Community Outreach, Composition, Coaching, Leadership, Public Speaking, Social Networking
Education
University of Louisville 1996 — 2001
Music Performance, Clarinet Performance
North Hardin High School 1994 — 1996
Academic Studies Diploma, General
Caryl Ward's New York Life Insurance Company Experience 1993 - 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
JPMorganChase April 1999 - December 2008
JPMorgan Chase 1999 - 2008
New York Life Insurance Company 1993 - 1999
Equitable/Equicor/CIGNA 1981 - 1992
Education
University of Manitoba 1972 — 1976
MSc, Food Technology
University of the West Indies, Mona Campus 1967 — 1970
BSc, Chemistry
University of the West Indies, St. Augustine Campus 1967 — 1970
BSc, Chemistry, Zoology
Wolmer's Schools 1959 — 1966
gce
JPMorganChase April 1999 - December 2008
JPMorgan Chase 1999 - 2008
New York Life Insurance Company 1993 - 1999
Equitable/Equicor/CIGNA 1981 - 1992
Education
University of Manitoba 1972 — 1976
MSc, Food Technology
University of the West Indies, Mona Campus 1967 — 1970
BSc, Chemistry
University of the West Indies, St. Augustine Campus 1967 — 1970
BSc, Chemistry, Zoology
Wolmer's Schools 1959 — 1966
gce
Timothy K. Park's New York Life Insurance Company Experience June 2009 - May 2010
Job Relationship Banker Small Business Specialist at JPM Chase Bank
Industry Banking
Experience
Chase August 2014 - Present
Chase December 2013 - July 2014
JPMorgan Chase July 2012 - November 2013
Chase May 2010 - June 2012
New York Life Insurance Company June 2009 - May 2010
Freddie Mac January 2000 - February 2009
Skills
Fixed Income, Series 63, Series 6, Securities, Bonds, Financial Analysis, Derivatives, Analysis, Life & Health Licenses, Bloomberg, Mutual Funds, Investments, Banking, Risk Management, Loss Mitigation, Retail Banking
Education
University of Maryland University College 2007 — 2010
MBA, Business
University of Maryland - Robert H. Smith School of Business 1997 — 1999
Bachelor, Finance
Chase August 2014 - Present
Chase December 2013 - July 2014
JPMorgan Chase July 2012 - November 2013
Chase May 2010 - June 2012
New York Life Insurance Company June 2009 - May 2010
Freddie Mac January 2000 - February 2009
Skills
Fixed Income, Series 63, Series 6, Securities, Bonds, Financial Analysis, Derivatives, Analysis, Life & Health Licenses, Bloomberg, Mutual Funds, Investments, Banking, Risk Management, Loss Mitigation, Retail Banking
Education
University of Maryland University College 2007 — 2010
MBA, Business
University of Maryland - Robert H. Smith School of Business 1997 — 1999
Bachelor, Finance
Michael Radosta's New York Life Insurance Company Experience September 1994 - May 1996
Job Sr. Account Manager at Chief Enterprises, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Chief Enterprises, Inc June 1996 - Present
New York Life Insurance Company September 1994 - May 1996
Skills
New Business Development, Sales, Sales Management, Account Management, Sponsorship
Education
University of Iowa 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Chief Enterprises, Inc June 1996 - Present
New York Life Insurance Company September 1994 - May 1996
Skills
New Business Development, Sales, Sales Management, Account Management, Sponsorship
Education
University of Iowa 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Mark E. McGill, CLU, ChFC, CLTC's New York Life Insurance Company Experience April 1995 - Present
Job Financial Services Professional for NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 1995 - Present
Skills
Retirement Planning, Retirement, Estate Planning, Investments, 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Licensed Life Insurance..., Licensed in Long-Term..., Small Business
Education
University of Iowa
Bachelor of Business Administration (BBA)
New York Life Insurance Company April 1995 - Present
Skills
Retirement Planning, Retirement, Estate Planning, Investments, 401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Licensed Life Insurance..., Licensed in Long-Term..., Small Business
Education
University of Iowa
Bachelor of Business Administration (BBA)
Manivanna Raja's New York Life Insurance Company Experience August 2012 - February 2013
Job Sr iOS Consultant at CBS Interactive
Industry Computer Software
Experience
CBS Interactive January 2015 - Present
IMVU October 2013 - December 2014
Pearson North America February 2013 - September 2013
New York Life Insurance Company August 2012 - February 2013
Rodale April 2008 - August 2012
Zgage Inc March 2007 - March 2008
Infosys Technologies Ltd January 2003 - February 2007
Skills
JavaScript, Java Enterprise Edition, Hibernate, Spring, JSP, Tomcat, Struts, Java, iOS development, iPhone Application..., iPad, Microsoft SQL Server, Web Applications, Mobile Applications, jQuery, Web Development, AJAX, Software Development, LAMP
Education
University of Madras 1997 — 2001
BE, Computer Science
CBS Interactive January 2015 - Present
IMVU October 2013 - December 2014
Pearson North America February 2013 - September 2013
New York Life Insurance Company August 2012 - February 2013
Rodale April 2008 - August 2012
Zgage Inc March 2007 - March 2008
Infosys Technologies Ltd January 2003 - February 2007
Skills
JavaScript, Java Enterprise Edition, Hibernate, Spring, JSP, Tomcat, Struts, Java, iOS development, iPhone Application..., iPad, Microsoft SQL Server, Web Applications, Mobile Applications, jQuery, Web Development, AJAX, Software Development, LAMP
Education
University of Madras 1997 — 2001
BE, Computer Science
Debra Press's New York Life Insurance Company Experience June 2012 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company May 2012 - Present
Fidelity Investments August 1992 - December 2009
Jacksonville Veterinary Hospital 1990 - 2000
Quick and Reilly January 1985 - August 1992
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 6, Strategic Financial..., Insurance, Wealth Management...
Education
University of Maryland Baltimore County 1979 — 1984
BS, Emergency Health Services
NDP
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company May 2012 - Present
Fidelity Investments August 1992 - December 2009
Jacksonville Veterinary Hospital 1990 - 2000
Quick and Reilly January 1985 - August 1992
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 6, Strategic Financial..., Insurance, Wealth Management...
Education
University of Maryland Baltimore County 1979 — 1984
BS, Emergency Health Services
NDP
Brian Foecke's New York Life Insurance Company Experience January 2000 - Present
Job Agent New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2000 - Present
Skills
Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, IRAs, Term Life Insurance, Investments, Estate Planning, Long Term Care Insurance, 401k, Series 6, College Savings Plans, Roth IRA, Retirement, 401k Rollovers
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA Finance, Finance - Business
New York Life Insurance Company January 2000 - Present
Skills
Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, IRAs, Term Life Insurance, Investments, Estate Planning, Long Term Care Insurance, 401k, Series 6, College Savings Plans, Roth IRA, Retirement, 401k Rollovers
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA Finance, Finance - Business
Michael Kula's New York Life Insurance Company Experience March 2015 - Present
Job Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - March 2015
New York Life Insurance Company February 2007 - February 2012
MetLife April 2003 - January 2007
Skills
Actuarial, Economic Capital, Embedded Value, Risk Management, Actuarial Science, ALM, Enterprise Risk..., Mergers, Strategic Planning, Corporate Finance, Insurance, Life Insurance, Solvency II
Education
University of Manitoba 2000 — 2003
B.Comm, Actuarial Math
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company February 2012 - March 2015
New York Life Insurance Company February 2007 - February 2012
MetLife April 2003 - January 2007
Skills
Actuarial, Economic Capital, Embedded Value, Risk Management, Actuarial Science, ALM, Enterprise Risk..., Mergers, Strategic Planning, Corporate Finance, Insurance, Life Insurance, Solvency II
Education
University of Manitoba 2000 — 2003
B.Comm, Actuarial Math
Kathleen Lavin's New York Life Insurance Company Experience 1977 - Present
Job
Industry Insurance
Experience
New York Life Insurance Company 1977 - Present
Education
University of Maryland College Park 1974 — 1976
BS, Accounting
New York Life Insurance Company 1977 - Present
Education
University of Maryland College Park 1974 — 1976
BS, Accounting
Samuel Bingham's New York Life Insurance Company Experience November 1979 - May 1983
Job Owner, The Bingham Group, Inc
Industry Insurance
Experience
Allstate May 1983 - Present
New York Life Insurance Company November 1979 - May 1983
Skills
Insurance, Public Speaking, Team Building, Customer Service, Small Business, Estate Planning, Strategic Planning, Leadership, Nonprofits, Microsoft Office, Marketing, Sales, Employee Benefits, Real Estate, Health Insurance
Education
University of La Verne 1989 — 1992
Bachelor of Science (B.S.), Business Administration
Inglewood High School 1970 — 1974
High School Diploma
Allstate May 1983 - Present
New York Life Insurance Company November 1979 - May 1983
Skills
Insurance, Public Speaking, Team Building, Customer Service, Small Business, Estate Planning, Strategic Planning, Leadership, Nonprofits, Microsoft Office, Marketing, Sales, Employee Benefits, Real Estate, Health Insurance
Education
University of La Verne 1989 — 1992
Bachelor of Science (B.S.), Business Administration
Inglewood High School 1970 — 1974
High School Diploma
Gregory H. Bang's New York Life Insurance Company Experience December 2005 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2005 - Present
Skills
Fixed Annuities, Retirement, Mutual Funds, IRAs, Strategic Financial..., Life Insurance, Investments, Estate Planning, Series 7, Long-term Care, Wealth Management, Wealth Accumulation, Series 63, Long Term Care Insurance, Disability Insurance
Education
University of Iowa College of Law
New York Life Insurance Company December 2005 - Present
Skills
Fixed Annuities, Retirement, Mutual Funds, IRAs, Strategic Financial..., Life Insurance, Investments, Estate Planning, Series 7, Long-term Care, Wealth Management, Wealth Accumulation, Series 63, Long Term Care Insurance, Disability Insurance
Education
University of Iowa College of Law
Eiran Hurwitz's New York Life Insurance Company Experience August 2010 - August 2011
Job Senior Business Security Consultant at ADT Security Services
Industry Security and Investigations
Experience
ADT Security Services August 2011 - Present
New York Life Insurance Company August 2010 - August 2011
Potomac Floral wholesale March 1998 - July 2010
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Mutual Funds, Insurance, Sales Management, Product Development, Management Consulting
Education
University of Maryland College Park 1997 — 2001
BS, information system
ADT Security Services August 2011 - Present
New York Life Insurance Company August 2010 - August 2011
Potomac Floral wholesale March 1998 - July 2010
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Mutual Funds, Insurance, Sales Management, Product Development, Management Consulting
Education
University of Maryland College Park 1997 — 2001
BS, information system
Jared Lindenberg's New York Life Insurance Company Experience May 2011 - August 2011
Job Associate at Optimity Advisors
Industry Management Consulting
Experience
Optimity Advisors July 2012 - Present
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Analytics, Management Consulting, Microsoft Office, Business Strategy, Management, Financial Modeling, PowerPoint, Social Media, Business Analysis, Strategy, Research, Mobile Applications, Competitive Analysis, Visio, Marketing, Market Research, Business Process..., Facebook, Social Networking, Access, Analysis, Consulting, Customer Service, Team Management, Microsoft Word, Mobile Design, MS Project, Life Insurance, Annuities, Financial Analysis, Web Design, User Experience, Business Intelligence, Business Development, Strategic Planning, Business Requirements, Requirements Management, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
B.S., Marketing, Accounting
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Marketing, Accounting
Scotch Plains Fanwood High School 2005 — 2008
Optimity Advisors July 2012 - Present
New York Life Insurance Company May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Analytics, Management Consulting, Microsoft Office, Business Strategy, Management, Financial Modeling, PowerPoint, Social Media, Business Analysis, Strategy, Research, Mobile Applications, Competitive Analysis, Visio, Marketing, Market Research, Business Process..., Facebook, Social Networking, Access, Analysis, Consulting, Customer Service, Team Management, Microsoft Word, Mobile Design, MS Project, Life Insurance, Annuities, Financial Analysis, Web Design, User Experience, Business Intelligence, Business Development, Strategic Planning, Business Requirements, Requirements Management, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
B.S., Marketing, Accounting
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Marketing, Accounting
Scotch Plains Fanwood High School 2005 — 2008
Montana Howell's New York Life Insurance Company Experience February 2006 - March 2008
Job Level 3 Rope Access Inspector
Industry Oil & Energy
Experience
MISTRAS Group, Inc. May 2015 - Present
Acuren February 2011 - May 2015
Transamerica January 2008 - December 2010
New York Life Insurance Company February 2006 - March 2008
Skills
Microsoft Office, Management, Microsoft Excel, Research, PowerPoint, Leadership, Training, Photoshop, Inspection, Petroleum, Gas, Energy, Team Building, Sales, Oil, Supervisory Skills, Customer Service, Quality Control, Project Management, Project Planning, Microsoft Word, Marketing
Education
University of Louisiana at Lafayette 2000 — 2005
Economics, Economics
MISTRAS Group, Inc. May 2015 - Present
Acuren February 2011 - May 2015
Transamerica January 2008 - December 2010
New York Life Insurance Company February 2006 - March 2008
Skills
Microsoft Office, Management, Microsoft Excel, Research, PowerPoint, Leadership, Training, Photoshop, Inspection, Petroleum, Gas, Energy, Team Building, Sales, Oil, Supervisory Skills, Customer Service, Quality Control, Project Management, Project Planning, Microsoft Word, Marketing
Education
University of Louisiana at Lafayette 2000 — 2005
Economics, Economics
Rafe Hunt, FSA's New York Life Insurance Company Experience May 2010 - August 2010
Job Actuary at Manulife
Industry Insurance
Experience
Manulife June 2015 - Present
Manulife Financial September 2013 - June 2015
Manulife Financial February 2013 - August 2013
Manulife Financial February 2011 - February 2013
New York Life Insurance Company May 2010 - August 2010
Sun Life Financial May 2009 - August 2009
Skills
Actuarial Science, Risk Management, Valuation, Financial Reporting, Embedded Value, VBA, GGY Axis, Modeling, Universal Life, Life Insurance
Education
University of Manitoba 2006 — 2010
Bachelor of Science (Honours), Actuarial Math
Manulife June 2015 - Present
Manulife Financial September 2013 - June 2015
Manulife Financial February 2013 - August 2013
Manulife Financial February 2011 - February 2013
New York Life Insurance Company May 2010 - August 2010
Sun Life Financial May 2009 - August 2009
Skills
Actuarial Science, Risk Management, Valuation, Financial Reporting, Embedded Value, VBA, GGY Axis, Modeling, Universal Life, Life Insurance
Education
University of Manitoba 2006 — 2010
Bachelor of Science (Honours), Actuarial Math
Baxter Friend's New York Life Insurance Company Experience Financial ConsultantThrivent Financial for LutheransJanuary 2007 - April 2010
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Financial ConsultantThrivent Financial for LutheransJanuary 2007 - April 2010
Education
University of Maryland College Park
B.S., Business Management and Finance
New York Life Insurance Company Financial ConsultantThrivent Financial for LutheransJanuary 2007 - April 2010
Education
University of Maryland College Park
B.S., Business Management and Finance
James K. Russo's New York Life Insurance Company Experience June 1992 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1992 - Present
Education
University of Louisiana at Lafayette 1973 — 1977
Bachelor of Science in Business Administration, Marketing & Finance
New York Life Insurance Company June 1992 - Present
Education
University of Louisiana at Lafayette 1973 — 1977
Bachelor of Science in Business Administration, Marketing & Finance
Synina Pugh's New York Life Insurance Company Experience Facility CoordinatorDept of Human Services-DC GovernmentDecember 2012 - Present
Job Facility Coordinator at Dept of Human ServicesDC Government
Industry Insurance
Experience
New York Life Insurance Company Facility CoordinatorDept of Human Services-DC GovernmentDecember 2012 - Present
New York Life Insurance Company January 2012 - Present
DNC June 2008 - September 2010
Jones Lang LaSalle August 2005 - June 2008
Education
University of Maryland Baltimore County 1991 — 1994
Bachelor of Arts (B.A.)
New York Life Insurance Company Facility CoordinatorDept of Human Services-DC GovernmentDecember 2012 - Present
New York Life Insurance Company January 2012 - Present
DNC June 2008 - September 2010
Jones Lang LaSalle August 2005 - June 2008
Education
University of Maryland Baltimore County 1991 — 1994
Bachelor of Arts (B.A.)
Blake Richards's New York Life Insurance Company Experience August 2011 - August 2012
Job Investment Representative
Industry Financial Services
Experience
Iberia Financial Services August 2013 - Present
Van Trow Toyota August 2012 - August 2013
New York Life Insurance Company August 2011 - August 2012
Dimos, Erskine, Garner, Rials & McQueen L.L.P. August 2008 - September 2011
Daugherty Landscaping April 2008 - August 2009
Education
University of Louisiana at Monroe 2006 — 2011
Business Administration, Finance
Iberia Financial Services August 2013 - Present
Van Trow Toyota August 2012 - August 2013
New York Life Insurance Company August 2011 - August 2012
Dimos, Erskine, Garner, Rials & McQueen L.L.P. August 2008 - September 2011
Daugherty Landscaping April 2008 - August 2009
Education
University of Louisiana at Monroe 2006 — 2011
Business Administration, Finance
Doug Ratcliff, CHRS's New York Life Insurance Company Experience March 1988 - June 2015
Job Community Financial Insurance Center, LLC
Industry Insurance
Experience
Community Financial Insurance Company, LLC December 2007 - Present
New York Life Insurance Company March 1988 - June 2015
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor, General Studies
Community Financial Insurance Company, LLC December 2007 - Present
New York Life Insurance Company March 1988 - June 2015
Education
University of Louisiana at Monroe 1981 — 1985
Bachelor, General Studies
Artize James's New York Life Insurance Company Experience 2004 - 2006
Job Owner at AJ Productions
Industry Media Production
Experience
AJ Productions 2005 - Present
New York Life Insurance Company 2004 - 2006
ADT 2003 - 2006
Artech Inc. 1995 - 1999
US Navy 1989 - 1995
Skills
FOH, Live Events, Live Sound, Stage Management, AV, Corporate Events, Sound Reinforcement, Festivals, Show Production, Tour Management, Sound, Audio Engineering, Professional Audio, Production Management, Audio Mixing, Technical Direction, Audio, Stage, Concert Production, Special Events, Entertainment, Technical Production, Lighting, Sound Design, Music Production, Lighting Design, Venue, Video, Theatre, Staging, Production, Video Production, Conferences, Event Management, Audio Editing, Trade Shows, Event Planning, Stage Lighting, Event Marketing, Video Editing, Production Systems, Talent Booking, Studio Recording, Recording, Music Industry, Event Producing, Web Video, Production Managment, Radio, Parties
Education
University of Louisiana at Monroe 1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Aviano High School, Aviano Italy
Webster University
Master of Arts (M.A.), Finance
Webster University
Master of Arts (M.A.), International Business
AJ Productions 2005 - Present
New York Life Insurance Company 2004 - 2006
ADT 2003 - 2006
Artech Inc. 1995 - 1999
US Navy 1989 - 1995
Skills
FOH, Live Events, Live Sound, Stage Management, AV, Corporate Events, Sound Reinforcement, Festivals, Show Production, Tour Management, Sound, Audio Engineering, Professional Audio, Production Management, Audio Mixing, Technical Direction, Audio, Stage, Concert Production, Special Events, Entertainment, Technical Production, Lighting, Sound Design, Music Production, Lighting Design, Venue, Video, Theatre, Staging, Production, Video Production, Conferences, Event Management, Audio Editing, Trade Shows, Event Planning, Stage Lighting, Event Marketing, Video Editing, Production Systems, Talent Booking, Studio Recording, Recording, Music Industry, Event Producing, Web Video, Production Managment, Radio, Parties
Education
University of Louisiana at Monroe 1982 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Aviano High School, Aviano Italy
Webster University
Master of Arts (M.A.), Finance
Webster University
Master of Arts (M.A.), International Business
Ronan Lynch's New York Life Insurance Company Experience September 2006 - November 2008
Job Chase Private Client Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2011 - Present
JPMorgan Chase Bank N.A. November 2008 - September 2011
New York Life Insurance Company September 2006 - November 2008
Skills
Customer Service
Education
University of Maryland College Park
BA, Journalism
JPMorgan Chase Bank N.A. September 2011 - Present
JPMorgan Chase Bank N.A. November 2008 - September 2011
New York Life Insurance Company September 2006 - November 2008
Skills
Customer Service
Education
University of Maryland College Park
BA, Journalism
Gaolu Wang's New York Life Insurance Company Experience January 2011 - December 2012
Job Financial Associate at National Financial Legacy Group
Industry Financial Services
Experience
National Financial Legacy Group February 2013 - Present
New York Life Insurance Company January 2011 - December 2012
Education
University of Maryland College Park 2005 — 2010
Economics
National Financial Legacy Group February 2013 - Present
New York Life Insurance Company January 2011 - December 2012
Education
University of Maryland College Park 2005 — 2010
Economics
Michelle Galvin's New York Life Insurance Company Experience November 1992 - January 1995
Job
Industry Health, Wellness and Fitness
Experience
The Hartford June 2013 - Present
Lincoln Financial Group September 2012 - Present
Self Employeed June 2009 - Present
Golds Gym of Smithtown April 2008 - Present
The Hartford January 2004 - September 2005
CNA Insurance November 1998 - January 2004
The Guardian Life Insurance Company of America January 1995 - November 1998
New York Life Insurance Company November 1992 - January 1995
Jewish Community Center January 1992 - July 1994
Corporate Concierge April 1992 - November 1992
Skills
AFAA - Personal Trainer, Mad Dogg - Spin, TRX Suspension Training, ISCA Kickboxing, CPR, First Aid, Maryland Life/Health..., Employee Benefits, Account Management, Fitness, Health Insurance, Insurance, Healthcare, Management, Sales, Wellness
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science, Kinesiology
The Hartford June 2013 - Present
Lincoln Financial Group September 2012 - Present
Self Employeed June 2009 - Present
Golds Gym of Smithtown April 2008 - Present
The Hartford January 2004 - September 2005
CNA Insurance November 1998 - January 2004
The Guardian Life Insurance Company of America January 1995 - November 1998
New York Life Insurance Company November 1992 - January 1995
Jewish Community Center January 1992 - July 1994
Corporate Concierge April 1992 - November 1992
Skills
AFAA - Personal Trainer, Mad Dogg - Spin, TRX Suspension Training, ISCA Kickboxing, CPR, First Aid, Maryland Life/Health..., Employee Benefits, Account Management, Fitness, Health Insurance, Insurance, Healthcare, Management, Sales, Wellness
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science, Kinesiology
HARIN HEWAGE's New York Life Insurance Company Experience December 2011 - Present
Job Producer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Sri Lanka Insurance March 2008 - April 2011
Education
University of London 2002 — 2004
Master's degree, Business Administration and Management, General
ANANADA COLLEGE 1985 — 1995
Bachelor of Commerce (B.Com.), Marketing
New York Life Insurance Company December 2011 - Present
Sri Lanka Insurance March 2008 - April 2011
Education
University of London 2002 — 2004
Master's degree, Business Administration and Management, General
ANANADA COLLEGE 1985 — 1995
Bachelor of Commerce (B.Com.), Marketing
yanjun Mao's New York Life Insurance Company Experience July 2008 - September 2008
Job logistic and supply chain management
Industry Logistics and Supply Chain
Experience
Bank of Communications August 2012 - November 2012
New York Life Insurance Company July 2008 - September 2008
China Railway Logistics Company October 2006 - September 2007
Education
University of La Verne 2011 — 2013
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management, 3.49
Western Oregon University 2007 — 2011
Bachelor's degree, Business
Bank of Communications August 2012 - November 2012
New York Life Insurance Company July 2008 - September 2008
China Railway Logistics Company October 2006 - September 2007
Education
University of La Verne 2011 — 2013
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management, 3.49
Western Oregon University 2007 — 2011
Bachelor's degree, Business
Kyle Mulholland's New York Life Insurance Company Experience 2011 - Present
Job Corporate Vice President and Actuary at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2011 - Present
New York Life Insurance Company 2010 - 2011
Prudential Financial 2009 - 2010
Skills
Actuarial Science, Life Insurance, Life/LTC Combo Products, Investments, Prophet, Microsoft Excel, LTC, Risk Management
Education
University of Iowa 2004 — 2008
Bachelor of Science (BS), Actuarial Science, Economics
New York Life Insurance Company 2011 - Present
New York Life Insurance Company 2010 - 2011
Prudential Financial 2009 - 2010
Skills
Actuarial Science, Life Insurance, Life/LTC Combo Products, Investments, Prophet, Microsoft Excel, LTC, Risk Management
Education
University of Iowa 2004 — 2008
Bachelor of Science (BS), Actuarial Science, Economics
Tam-Elizabeth Ly's New York Life Insurance Company Experience February 2013 - May 2013
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Johns Hopkins Hospital May 2013 - January 2015
New York Life Insurance Company February 2013 - May 2013
University of Maryland, Baltimore County Animal Facilities December 2012 - May 2013
University of Maryland, Baltimore County Campus Bookstore August 2009 - January 2013
Skills
Microsoft Office, SPSS, Teamwork, Time Management, Team Leadership
Education
University of Maryland Baltimore County 2008 — 2012
Bachelor’s Degree, Biology/Biological Sciences, General
University of Maryland Baltimore County 2008 — 2012
Bachelor’s Degree, Psychology
Montgomery Blair High School 2004 — 2008
High School
Johns Hopkins Hospital May 2013 - January 2015
New York Life Insurance Company February 2013 - May 2013
University of Maryland, Baltimore County Animal Facilities December 2012 - May 2013
University of Maryland, Baltimore County Campus Bookstore August 2009 - January 2013
Skills
Microsoft Office, SPSS, Teamwork, Time Management, Team Leadership
Education
University of Maryland Baltimore County 2008 — 2012
Bachelor’s Degree, Biology/Biological Sciences, General
University of Maryland Baltimore County 2008 — 2012
Bachelor’s Degree, Psychology
Montgomery Blair High School 2004 — 2008
High School