New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Annalisa Donati Annalisa Donati's New York Life Insurance Company Experience November 2014 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Con Edison April 2014 - October 2014
PwC July 2013 - March 2014
PwC June 2011 - June 2013
First Marblehead July 2010 - May 2011
CCR LLP September 2008 - July 2010
Skills
Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Planning, Project Management
Education
University of Massachusetts Lowell 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Lowell 2004 — 2008
Bachelor's Degree, Accounting and Business/Management
New York Life Insurance Company November 2014 - Present
Con Edison April 2014 - October 2014
PwC July 2013 - March 2014
PwC June 2011 - June 2013
First Marblehead July 2010 - May 2011
CCR LLP September 2008 - July 2010
Skills
Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Planning, Project Management
Education
University of Massachusetts Lowell 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Lowell 2004 — 2008
Bachelor's Degree, Accounting and Business/Management
Chris Severance's New York Life Insurance Company Experience April 2014 - Present
Job Writer
Industry Motion Pictures and Film
Experience
New York Life Insurance Company April 2014 - Present
UMass Dartmouth Office of Campus and Community Sustainability September 2011 - December 2011
Dirtology LLC January 2011 - December 2011
A.D. Makepeace Company 2002 - 2007
Skills
Sustainability, Planning, Microsoft Office, Engineering, Composting, Dirt Farming, Actively Aerated..., Organic Landcare, Dissident, Critical Thinking, Marketing Communications, Technical Writing, Creative Writing, Project Planning, Entrepreneurship, Leadership
Education
University of Massachusetts Dartmouth 2008 — 2010
English, Writing, Rhetoric and Communication
New York Life Insurance Company April 2014 - Present
UMass Dartmouth Office of Campus and Community Sustainability September 2011 - December 2011
Dirtology LLC January 2011 - December 2011
A.D. Makepeace Company 2002 - 2007
Skills
Sustainability, Planning, Microsoft Office, Engineering, Composting, Dirt Farming, Actively Aerated..., Organic Landcare, Dissident, Critical Thinking, Marketing Communications, Technical Writing, Creative Writing, Project Planning, Entrepreneurship, Leadership
Education
University of Massachusetts Dartmouth 2008 — 2010
English, Writing, Rhetoric and Communication
Patrick D. Staunton Patrick D. Staunton's New York Life Insurance Company Experience November 2013 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company November 2013 - Present
Skills
Individual Life..., Disability Income..., Fixed and Immediate..., Long Term Care Insurance, College Funding, Mortgage Protection, Charitable Giving, Business Overhead..., Life Insurance Needs, Estate Conservation, Buy-Sell Funding, Deferred Compensation, Executive Bonus Plan, Key Person Protection, Funding for Qualified..., SEPs, IRAs, SIMPLE plans, Keoghs, 401(k)s, Sick Pay Plans, Pensions, Funding for Salary...
Education
Westfield State College 2007 — 2009
Business Administration, Management and Operations
University of Massachusetts Boston
Bachelor's degree, Business Administration, Management and Operations
New York Life Insurance Company November 2013 - Present
Skills
Individual Life..., Disability Income..., Fixed and Immediate..., Long Term Care Insurance, College Funding, Mortgage Protection, Charitable Giving, Business Overhead..., Life Insurance Needs, Estate Conservation, Buy-Sell Funding, Deferred Compensation, Executive Bonus Plan, Key Person Protection, Funding for Qualified..., SEPs, IRAs, SIMPLE plans, Keoghs, 401(k)s, Sick Pay Plans, Pensions, Funding for Salary...
Education
Westfield State College 2007 — 2009
Business Administration, Management and Operations
University of Massachusetts Boston
Bachelor's degree, Business Administration, Management and Operations
Vincent Ruiz Vincent Ruiz's New York Life Insurance Company Experience May 2013 - December 2013
Job Financial Services Professional
Industry Investment Management
Experience
Citizens Financial Group, Inc. January 2014 - Present
Citizens Bank December 2013 - Present
New York Life Insurance Company May 2013 - December 2013
AT&T 2008 - 2013
Skills
Investments, Retirement, Sales, Insurance, Leadership, Customer Service, Finance
Education
University of Massachusetts Lowell 2015 — 2018
Accounting
Citizens Financial Group, Inc. January 2014 - Present
Citizens Bank December 2013 - Present
New York Life Insurance Company May 2013 - December 2013
AT&T 2008 - 2013
Skills
Investments, Retirement, Sales, Insurance, Leadership, Customer Service, Finance
Education
University of Massachusetts Lowell 2015 — 2018
Accounting
Michael Zucco Michael Zucco's New York Life Insurance Company Experience June 2010 - November 2012
Job Mike Zucco & The Mutha Funk Show Band!
Industry Music
Experience
Mike Zucco & The Mutha Funk January 2010 - Present
New York Life Insurance Company June 2010 - November 2012
Cross Country Automotive Services 2006 - 2007
United Parcel Service 2005 - 2006
Skills
Sales, Management, Team Building, Performing Arts, Live Sound, Soul, Team Leadership, Promotions, Entertainment, Street Dance
Education
University of Massachusetts Boston 2008 — 2010
BS, Finance
University of Massachusetts, Amherst 2000 — 2004
B.S., Music Performance
Mike Zucco & The Mutha Funk January 2010 - Present
New York Life Insurance Company June 2010 - November 2012
Cross Country Automotive Services 2006 - 2007
United Parcel Service 2005 - 2006
Skills
Sales, Management, Team Building, Performing Arts, Live Sound, Soul, Team Leadership, Promotions, Entertainment, Street Dance
Education
University of Massachusetts Boston 2008 — 2010
BS, Finance
University of Massachusetts, Amherst 2000 — 2004
B.S., Music Performance
Shawn Thimas Shawn Thimas's New York Life Insurance Company Experience September 2014 - Present
Job Dedicated Agent with New York Life helping families achieve financial independence in the Greater New Bedford area
Industry Insurance
Experience
New York Life Insurance Company September 2014 - Present
Viveiros Insurance Agency February 2014 - September 2014
UpSource Inc. June 2010 - April 2011
Business Solutions International, Inc. March 2008 - November 2008
Whitehall Jewellers March 2007 - June 2007
St. Vincent's Home for Children January 2000 - March 2002
McDonald's Corporation October 1995 - March 2000
Skills
Financial Planning, Financial Services, Retirement Planning, Life Insurance, Estate Planning, College Education..., Family Planning, Risk Management, Investment Strategies, Pensions, Fixed Annuities, Wealth Management, Personal Finance, Long-term Care, Disability Insurance, Insurance, Finance, Investments, Term Life Insurance, Universal Life, Whole Life, Fixed Income, Wealth Accumulation, Income Protection, Wealth, Health Insurance, Property & Casualty..., Customer Service, Cash Flow, Sales, Interviews, Account Management, Project Management, Management, Merchandising, Microsoft Office, Social Networking, Payroll, Microsoft Excel, B2B, Marketing
Education
UMass Dartmouth 1998 — 2001
Business Administration
New York Life Insurance Company September 2014 - Present
Viveiros Insurance Agency February 2014 - September 2014
UpSource Inc. June 2010 - April 2011
Business Solutions International, Inc. March 2008 - November 2008
Whitehall Jewellers March 2007 - June 2007
St. Vincent's Home for Children January 2000 - March 2002
McDonald's Corporation October 1995 - March 2000
Skills
Financial Planning, Financial Services, Retirement Planning, Life Insurance, Estate Planning, College Education..., Family Planning, Risk Management, Investment Strategies, Pensions, Fixed Annuities, Wealth Management, Personal Finance, Long-term Care, Disability Insurance, Insurance, Finance, Investments, Term Life Insurance, Universal Life, Whole Life, Fixed Income, Wealth Accumulation, Income Protection, Wealth, Health Insurance, Property & Casualty..., Customer Service, Cash Flow, Sales, Interviews, Account Management, Project Management, Management, Merchandising, Microsoft Office, Social Networking, Payroll, Microsoft Excel, B2B, Marketing
Education
UMass Dartmouth 1998 — 2001
Business Administration
Shari Donnell Shari Donnell's New York Life Insurance Company Experience April 2015 - Present
Job
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
Washington National Insurance Company January 2015 - June 2015
The Grant Group, LLC January 2009 - January 2015
Doctors Community Hospital November 2012 - December 2013
Dimensions Healthcare System November 2008 - May 2012
DC Primary Care Association October 2006 - October 2008
Amerigroup 2002 - 2005
Capital Community Health Plan November 1998 - July 2000
Skills
Cost Analysis, Database Development, Financial Reporting, Financial Modeling, Financial Management, Decision Support, Compliance, Healthcare, Financial Analysis, Access, Strategic Planning, Program Management, Business Planning, Process Improvement, Excel, Data Analysis, Cost Accounting, PowerPoint, Non-profits, Performance Improvement, Microsoft Office, Management Consulting, Healthcare Management, Managerial Finance, Training, Medicaid, Team Building, Nonprofits, Microsoft Excel, Databases, Managed Care, Cost Benefit, Auditing, Leadership, Hospitals, Policy, Proposal Writing, Finance, Healthcare Consulting, Budgets, Strategy, Revenue Cycle, Accounting, Healthcare Information..., Management, Analysis, Project Management, Healthcare Industry, HIPAA, Informatics
Education
University of Maryland University College 2012 — 2016
Master's degree
Virginia Polytechnic Institute and State University 1980 — 1985
B. S.
New York Life Insurance Company April 2015 - Present
Washington National Insurance Company January 2015 - June 2015
The Grant Group, LLC January 2009 - January 2015
Doctors Community Hospital November 2012 - December 2013
Dimensions Healthcare System November 2008 - May 2012
DC Primary Care Association October 2006 - October 2008
Amerigroup 2002 - 2005
Capital Community Health Plan November 1998 - July 2000
Skills
Cost Analysis, Database Development, Financial Reporting, Financial Modeling, Financial Management, Decision Support, Compliance, Healthcare, Financial Analysis, Access, Strategic Planning, Program Management, Business Planning, Process Improvement, Excel, Data Analysis, Cost Accounting, PowerPoint, Non-profits, Performance Improvement, Microsoft Office, Management Consulting, Healthcare Management, Managerial Finance, Training, Medicaid, Team Building, Nonprofits, Microsoft Excel, Databases, Managed Care, Cost Benefit, Auditing, Leadership, Hospitals, Policy, Proposal Writing, Finance, Healthcare Consulting, Budgets, Strategy, Revenue Cycle, Accounting, Healthcare Information..., Management, Analysis, Project Management, Healthcare Industry, HIPAA, Informatics
Education
University of Maryland University College 2012 — 2016
Master's degree
Virginia Polytechnic Institute and State University 1980 — 1985
B. S.
Mark Sweeney Mark Sweeney's New York Life Insurance Company Experience March 2014 - Present
Job Helping people overcome retirement challenges while protecting families, retirees & business owners from lost income
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
All Points LLC February 2013 - Present
CNM 2014 - 2015
TeleCommunication Systems, Inc. January 2012 - February 2013
VISTA Technology Services January 2009 - December 2011
GTSI March 2004 - September 2007
MCI 2002 - 2004
Unisphere Networks 2000 - 2002
AT&T/Lucent Technologies 1987 - 2000
Skills
Driving Revenue, Retirement Planning, Business Planning, Strategic Consulting, Profit & Loss Management, Financial Management, Business Relationship..., Business Process..., Customer Relations, Profit Maximization, Cross-functional Team..., Professional Services, New Business Development, Direct Sales, Program Management, Account Management, Sales Management, Team Building, Team Leadership, Product Management, Product Marketing, Customer Engagement, Federal Government Sales, Proposal Writing, Technical Management, International Sales, Team Management, Security Clearance, Logistics, Startup Consulting, Proposal Coordination, Video Conferencing, IP Networking, Change Leadership, Technical Training, Professional Services..., Partner Relationship..., Client Relationship..., Client Acquisition, Quality Assurance, Proposal Management, Income Generation, Cyber Security, Training New Hires, International..., National Account..., Global Business..., Healthcare IT, Staff Management, Sales
Education
Washington College 1981 — 1985
BA, History/Political Science
University of Maryland College Park 1980 — 1985
MS, Business
New York Life Insurance Company March 2014 - Present
All Points LLC February 2013 - Present
CNM 2014 - 2015
TeleCommunication Systems, Inc. January 2012 - February 2013
VISTA Technology Services January 2009 - December 2011
GTSI March 2004 - September 2007
MCI 2002 - 2004
Unisphere Networks 2000 - 2002
AT&T/Lucent Technologies 1987 - 2000
Skills
Driving Revenue, Retirement Planning, Business Planning, Strategic Consulting, Profit & Loss Management, Financial Management, Business Relationship..., Business Process..., Customer Relations, Profit Maximization, Cross-functional Team..., Professional Services, New Business Development, Direct Sales, Program Management, Account Management, Sales Management, Team Building, Team Leadership, Product Management, Product Marketing, Customer Engagement, Federal Government Sales, Proposal Writing, Technical Management, International Sales, Team Management, Security Clearance, Logistics, Startup Consulting, Proposal Coordination, Video Conferencing, IP Networking, Change Leadership, Technical Training, Professional Services..., Partner Relationship..., Client Relationship..., Client Acquisition, Quality Assurance, Proposal Management, Income Generation, Cyber Security, Training New Hires, International..., National Account..., Global Business..., Healthcare IT, Staff Management, Sales
Education
Washington College 1981 — 1985
BA, History/Political Science
University of Maryland College Park 1980 — 1985
MS, Business
Michael Quinn CFP®, CLU, LUTCF Michael Quinn CFP®, CLU, LUTCF's New York Life Insurance Company Experience December 2005 - Present
Job Owner & Principal at Quinn Wealth Strategies, LLC
Industry Financial Services
Experience
Quinn Wealth Strategies, LLC August 2014 - Present
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC December 2005 - Present
New York Life Insurance Company December 2005 - Present
Skills
Life Insurance, Estate Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
Waltham High 1997 — 2001
Quinn Wealth Strategies, LLC August 2014 - Present
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC December 2005 - Present
New York Life Insurance Company December 2005 - Present
Skills
Life Insurance, Estate Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
Waltham High 1997 — 2001
Kevin Bettencourt Kevin Bettencourt's New York Life Insurance Company Experience July 2013 - Present
Job Passionate Financial Services Professional helping families develop sound financial strategies in the Northshore area
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Pets Choice June 2009 - August 2013
Skills
Retirement Planning, Insurance, Investments, 401k Rollovers, Licensed Life Insurance..., Life Insurance, Asset Protection, Personal Finance, Financial Services, Relationship Building, Education Funding, Multi-generational..., Legacies, Annuity Sales, Licesnsed in Long Term..., Networking, Protection Planning
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Finance, General
Peabody Veterans Memorial Highschool 2005 — 2009
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Pets Choice June 2009 - August 2013
Skills
Retirement Planning, Insurance, Investments, 401k Rollovers, Licensed Life Insurance..., Life Insurance, Asset Protection, Personal Finance, Financial Services, Relationship Building, Education Funding, Multi-generational..., Legacies, Annuity Sales, Licesnsed in Long Term..., Networking, Protection Planning
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Finance, General
Peabody Veterans Memorial Highschool 2005 — 2009
Alyssa Centofanti Alyssa Centofanti's New York Life Insurance Company Experience July 2012 - September 2013
Job Project Coordinator at a Privately Held Translations Company
Industry Translation and Localization
Experience
TransPerfect September 2013 - Present
New York Life Insurance Company July 2012 - September 2013
New York Life Insurance Company April 2012 - July 2012
American Tower December 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Insurance, Accounting, Time Management
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Economics
TransPerfect September 2013 - Present
New York Life Insurance Company July 2012 - September 2013
New York Life Insurance Company April 2012 - July 2012
American Tower December 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Insurance, Accounting, Time Management
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Economics
Nahtlin Guarnieri Nahtlin Guarnieri's New York Life Insurance Company Experience December 2013 - May 2014
Job Professional Communicator
Industry Writing and Editing
Experience
Examiner.com October 2013 - Present
New York Life Insurance Company December 2013 - May 2014
Road Scholar November 2010 - July 2013
Road Scholar September 2012 - November 2012
RoadScholar September 2011 - December 2011
IQuum September 2008 - October 2008
Joslin Diabetes Center December 2007 - May 2008
Littleton High School, Littleton, MA September 2007 - December 2007
University of Massachusetts Amherst August 2005 - January 2007
University of Massachusetts Amherst February 2002 - August 2005
Skills
Copywriting, Email Marketing, Social Media, Process Improvement, Sales, Multilingual, CRM, Inbound Lead Generation, Database Marketing, Microsoft Word, Laboratory, Web Marketing Strategy, Data Quality, Research Design, Scientific Analysis, Proofreading, Data Entry, Recruiting, Business Analyst, Data Analysis, Microbiology, SEO copywriting, B2C, B2B, PowerPoint, Communication Skills, Translation, Inventory Management, Written & Verbal..., Experimental Design, Microsoft Excel, Tutoring, Statistics, R&D, Direct Marketing, Social Networking, Blogging, life insurance, fixed annuities, long-term care, financial planning, Editing, Fundraising, Facebook, Customer Service, Creative Writing, Nonprofits, Writing, Microsoft Office, Marketing
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's Degree, Microbiology
Examiner.com October 2013 - Present
New York Life Insurance Company December 2013 - May 2014
Road Scholar November 2010 - July 2013
Road Scholar September 2012 - November 2012
RoadScholar September 2011 - December 2011
IQuum September 2008 - October 2008
Joslin Diabetes Center December 2007 - May 2008
Littleton High School, Littleton, MA September 2007 - December 2007
University of Massachusetts Amherst August 2005 - January 2007
University of Massachusetts Amherst February 2002 - August 2005
Skills
Copywriting, Email Marketing, Social Media, Process Improvement, Sales, Multilingual, CRM, Inbound Lead Generation, Database Marketing, Microsoft Word, Laboratory, Web Marketing Strategy, Data Quality, Research Design, Scientific Analysis, Proofreading, Data Entry, Recruiting, Business Analyst, Data Analysis, Microbiology, SEO copywriting, B2C, B2B, PowerPoint, Communication Skills, Translation, Inventory Management, Written & Verbal..., Experimental Design, Microsoft Excel, Tutoring, Statistics, R&D, Direct Marketing, Social Networking, Blogging, life insurance, fixed annuities, long-term care, financial planning, Editing, Fundraising, Facebook, Customer Service, Creative Writing, Nonprofits, Writing, Microsoft Office, Marketing
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's Degree, Microbiology
Eric Villepontoux Eric Villepontoux's New York Life Insurance Company Experience November 2013 - February 2014
Job Data Manager, Analytics Group, Rapid Response Team at Johnson & Johnson Consumer Group
Industry Pharmaceuticals
Experience
Johnson & Johnson Consumer Group November 2014 - Present
New York Life Insurance Company November 2013 - February 2014
Covance February 2013 - October 2013
New York Life Insurance Company December 2012 - February 2013
IFF September 2008 - January 2012
Firmenich May 2005 - August 2008
Skills
Segmentation, SPSS, Predictive Modeling, Multivariate Analysis, Consumer Insights, Consumer Behavior, Statistical Modeling, Quantitative Analysis, SAS, Trend Analysis, XLSTAT, SPOTFIRE (Tibco), Linear/Non Linear..., Bayesian statistics, JMP, Minitab, Mixed Models, ANOVA, PREFMAPS, AHC, Structural Equation..., PLS/PCR/OLS Regression, Factor Analysis, Logistic Regression, MCA, Decision Trees, CHAID, Customer Insight, Linear Regression, Quantitative Analytics, Consumer Behaviour, Data Analysis, Predictive Analytics, Quantitative Research, Data Mining, Analytics, Analysis, Market Research, Product Development, Management, Statistics, Marketing Research, Cross-functional Team...
Education
University of Massachusetts, Amherst 1981 — 1985
Doctoral degree, Anthropology
University of Masschusetts at Amherst
Doctor of Philosophy (Ph.D.), Anthropology
Johnson & Johnson Consumer Group November 2014 - Present
New York Life Insurance Company November 2013 - February 2014
Covance February 2013 - October 2013
New York Life Insurance Company December 2012 - February 2013
IFF September 2008 - January 2012
Firmenich May 2005 - August 2008
Skills
Segmentation, SPSS, Predictive Modeling, Multivariate Analysis, Consumer Insights, Consumer Behavior, Statistical Modeling, Quantitative Analysis, SAS, Trend Analysis, XLSTAT, SPOTFIRE (Tibco), Linear/Non Linear..., Bayesian statistics, JMP, Minitab, Mixed Models, ANOVA, PREFMAPS, AHC, Structural Equation..., PLS/PCR/OLS Regression, Factor Analysis, Logistic Regression, MCA, Decision Trees, CHAID, Customer Insight, Linear Regression, Quantitative Analytics, Consumer Behaviour, Data Analysis, Predictive Analytics, Quantitative Research, Data Mining, Analytics, Analysis, Market Research, Product Development, Management, Statistics, Marketing Research, Cross-functional Team...
Education
University of Massachusetts, Amherst 1981 — 1985
Doctoral degree, Anthropology
University of Masschusetts at Amherst
Doctor of Philosophy (Ph.D.), Anthropology
Brittany Olerio, CPA Brittany Olerio, CPA's New York Life Insurance Company Experience May 2010 - August 2010
Job Senior Financial Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
CVS Caremark Corporation July 2013 - November 2013
CVS Caremark Corporation July 2012 - June 2013
KPMG US May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Financial Accounting, PeopleSoft, Microsoft Office, Auditing, Marketing, Analysis, Accounts Receivable, Process Improvement, Forecasting, Finance, Training, Budgets, Management, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act
Education
Wake Forest University 2011 — 2012
Masters of Accounting, Accounting
University of Miami 2007 — 2011
Bachelor of Science in Business Administration, International Finance and Marketing, Accounting
LPL Financial January 2014 - Present
CVS Caremark Corporation July 2013 - November 2013
CVS Caremark Corporation July 2012 - June 2013
KPMG US May 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Skills
Financial Accounting, PeopleSoft, Microsoft Office, Auditing, Marketing, Analysis, Accounts Receivable, Process Improvement, Forecasting, Finance, Training, Budgets, Management, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act
Education
Wake Forest University 2011 — 2012
Masters of Accounting, Accounting
University of Miami 2007 — 2011
Bachelor of Science in Business Administration, International Finance and Marketing, Accounting
Dave Hoover Dave Hoover's New York Life Insurance Company Experience October 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company October 2012 - Present
Skills
Retirement, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Plannning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement Planning, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Fixed Annuities, Coaching, Leadership, Securities, Protection..., Financial Services, IRAs, Finance, Estate Planning, Wealth Accumulation, Life Insurance, 401k
Education
University of Nevada-Reno 1987 — 1992
Master of Science (M.S.), Exercise Physiology
University of Nevada-Reno 1983 — 1987
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
University of Massachusetts, Amherst 1982 — 1983
Sports and Exercise
University of Nevada-Reno 1980 — 1982
Communication, Journalism, and Related Programs
Earl Wooster High School 1976 — 1980
High School Diploma, College Prep
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company October 2012 - Present
Skills
Retirement, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Plannning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement Planning, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Fixed Annuities, Coaching, Leadership, Securities, Protection..., Financial Services, IRAs, Finance, Estate Planning, Wealth Accumulation, Life Insurance, 401k
Education
University of Nevada-Reno 1987 — 1992
Master of Science (M.S.), Exercise Physiology
University of Nevada-Reno 1983 — 1987
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
University of Massachusetts, Amherst 1982 — 1983
Sports and Exercise
University of Nevada-Reno 1980 — 1982
Communication, Journalism, and Related Programs
Earl Wooster High School 1976 — 1980
High School Diploma, College Prep
Brian MacLellan's New York Life Insurance Company Experience September 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
The Village Bank December 2008 - May 2014
Skills
Portfolio Management, Financial Planning, Retirement Planning, Long-term Care, Customer Service
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Human Resource Management
New York Life Insurance Company September 2014 - Present
The Village Bank December 2008 - May 2014
Skills
Portfolio Management, Financial Planning, Retirement Planning, Long-term Care, Customer Service
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Human Resource Management
Marc J. Shuster ChFC®,CLU®,LUTCF Marc J. Shuster ChFC®,CLU®,LUTCF's New York Life Insurance Company Experience October 2003 - Present
Job Owner, MJS Financial Group
Industry Financial Services
Experience
MJS Financial Group August 2008 - Present
MJS Financial Group LLC August 2008 - Present
New York Life Insurance Company October 2003 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Retirement, Investments, 401(k) Rollovers, CLU, Gifting Strategies, Key Person Protection, Legacies, Licensed in Long-Term..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Licensed Life Insurance..., Annuity Sales, Asset Protection, IRAs, Financial Advisory, Strategic Financial..., Securities, Finance, Fixed Annuities, Life Insurance, Financial Planning, Disability Insurance, Sales, Financial Services
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Business, Business/Sports Management
Owings Mills High School 1996 — 1999
MJS Financial Group August 2008 - Present
MJS Financial Group LLC August 2008 - Present
New York Life Insurance Company October 2003 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Retirement, Investments, 401(k) Rollovers, CLU, Gifting Strategies, Key Person Protection, Legacies, Licensed in Long-Term..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Licensed Life Insurance..., Annuity Sales, Asset Protection, IRAs, Financial Advisory, Strategic Financial..., Securities, Finance, Fixed Annuities, Life Insurance, Financial Planning, Disability Insurance, Sales, Financial Services
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Business, Business/Sports Management
Owings Mills High School 1996 — 1999
Danielle Daltorio Danielle Daltorio's New York Life Insurance Company Experience January 2014 - February 2014
Job HR Coordinator at OnProcess Technology
Industry Human Resources
Experience
OnProcess Technology July 2014 - Present
General Cable April 2014 - July 2014
New York Life Insurance Company January 2014 - February 2014
Aerotek for Milton CAT March 2013 - June 2013
Evolution Enterprises Inc July 2011 - September 2011
Dunkin' Donuts National DCP, LLC June 2010 - May 2011
Skills
HRIS, PowerPoint, Microsoft Word, ADP Payroll, Health Insurance, Life Insurance, Typing, Teamwork, Customer Satisfaction, Research, Microsoft Office, Microsoft Excel, Customer Service, Organization, Individual Work, Lotus Notes, Mediation, De-escalation, Payroll, Microsoft Visio, COBRA
Education
University of Massachusetts, Amherst 2009 — 2013
BS of Psychology, Psychology
OnProcess Technology July 2014 - Present
General Cable April 2014 - July 2014
New York Life Insurance Company January 2014 - February 2014
Aerotek for Milton CAT March 2013 - June 2013
Evolution Enterprises Inc July 2011 - September 2011
Dunkin' Donuts National DCP, LLC June 2010 - May 2011
Skills
HRIS, PowerPoint, Microsoft Word, ADP Payroll, Health Insurance, Life Insurance, Typing, Teamwork, Customer Satisfaction, Research, Microsoft Office, Microsoft Excel, Customer Service, Organization, Individual Work, Lotus Notes, Mediation, De-escalation, Payroll, Microsoft Visio, COBRA
Education
University of Massachusetts, Amherst 2009 — 2013
BS of Psychology, Psychology
Ari Wiener Ari Wiener's New York Life Insurance Company Experience January 2013 - November 2014
Job Relationship Banker at Capital One
Industry Entertainment
Experience
Capital One December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
NYLIFE Securities LLC January 2013 - November 2014
LivingSocial July 2012 - November 2012
Aflac January 2012 - July 2012
Clark Construction June 2010 - August 2010
Clark Construction June 2008 - August 2008
Clark Construction June 2007 - August 2007
Skills
401k Rollovers, Annuity Sales, Licensed Life Insurance..., Insurance, Protection..., Retirement Planning, Retirement, Small Business, Succession Planning, Wealth Preservation..., Key Person Protection, Life Insurance, Marketing Strategy, Financial Services, Finance, Management, Lead Generation, Fixed Annuities, Strategic Partnerships, Strategy, Customer Service
Education
University of Maryland College Park 2008 — 2012
BA, Economics
Capital One December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
NYLIFE Securities LLC January 2013 - November 2014
LivingSocial July 2012 - November 2012
Aflac January 2012 - July 2012
Clark Construction June 2010 - August 2010
Clark Construction June 2008 - August 2008
Clark Construction June 2007 - August 2007
Skills
401k Rollovers, Annuity Sales, Licensed Life Insurance..., Insurance, Protection..., Retirement Planning, Retirement, Small Business, Succession Planning, Wealth Preservation..., Key Person Protection, Life Insurance, Marketing Strategy, Financial Services, Finance, Management, Lead Generation, Fixed Annuities, Strategic Partnerships, Strategy, Customer Service
Education
University of Maryland College Park 2008 — 2012
BA, Economics
Bahadir Mursaloglu Bahadir Mursaloglu's New York Life Insurance Company Experience May 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Health Insurance, Universal Life, 401k, Series 6, Financial Planners, Series 63, College Savings Plans
Education
University of Massachusetts, Amherst 2006 — 2010
Economics
New York Life Insurance Company May 2013 - Present
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Health Insurance, Universal Life, 401k, Series 6, Financial Planners, Series 63, College Savings Plans
Education
University of Massachusetts, Amherst 2006 — 2010
Economics
Joseph Pafumi Jr.'s New York Life Insurance Company Experience February 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2011 - Present
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Retirement, IRAs, Roth IRA, Insurance, Wealth Accumulation, 401k Rollovers, 401k, Estate Planning, Mutual Funds
Education
UMass Dartmouth 2002 — 2006
Bachelor's degree, Operations Management and Supervision
New York Life Insurance Company February 2011 - Present
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Retirement, IRAs, Roth IRA, Insurance, Wealth Accumulation, 401k Rollovers, 401k, Estate Planning, Mutual Funds
Education
UMass Dartmouth 2002 — 2006
Bachelor's degree, Operations Management and Supervision
Denny Wang Denny Wang's New York Life Insurance Company Experience March 2013 - Present
Job
Industry
Experience
New York Life Insurance Company March 2013 - Present
Citi Habitats June 2012 - October 2012
Education
University of Maryland College Park
Bachelor's degree, Economics
New York Life Insurance Company March 2013 - Present
Citi Habitats June 2012 - October 2012
Education
University of Maryland College Park
Bachelor's degree, Economics
Oleary Erik Oleary Erik's New York Life Insurance Company Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
T-Mobile June 2011 - Present
T-Mobile June 2011 - Present
T-Mobile January 2011 - Present
T-Mobile February 2010 - Present
MetLife June 2000 - June 2006
METROPOLITIAN LIFE INSURANCE COMPANY January 2000 - January 2006
Skills
Leadership, Customer Satisfaction, Sales Management, Direct Sales, Sales, New Business Development, Account Management, Customer Retention, Retail, Management, Leadership Development, Marketing, Sales Operations, Sales Process, Analysis, Customer Experience, Telecommunications, Cold Calling, Call Centers, Salesforce.com, Solution Selling
Education
University of Massachusetts at Lowell 1996 — 1996
B.A, Environmental Science
UMass Lowell 1990 — 1995
BA, Environmental Science w/Minor in Chemistry
New York Life Insurance Company September 2013 - Present
T-Mobile June 2011 - Present
T-Mobile June 2011 - Present
T-Mobile January 2011 - Present
T-Mobile February 2010 - Present
MetLife June 2000 - June 2006
METROPOLITIAN LIFE INSURANCE COMPANY January 2000 - January 2006
Skills
Leadership, Customer Satisfaction, Sales Management, Direct Sales, Sales, New Business Development, Account Management, Customer Retention, Retail, Management, Leadership Development, Marketing, Sales Operations, Sales Process, Analysis, Customer Experience, Telecommunications, Cold Calling, Call Centers, Salesforce.com, Solution Selling
Education
University of Massachusetts at Lowell 1996 — 1996
B.A, Environmental Science
UMass Lowell 1990 — 1995
BA, Environmental Science w/Minor in Chemistry
Derek Happy Derek Happy's New York Life Insurance Company Experience August 2008 - February 2012
Job Financial Advisor / Registered Representative at New England Securities
Industry Financial Services
Experience
New England Securities January 2012 - Present
Baystate Financial Services June 2011 - Present
New York Life Insurance Company August 2008 - February 2012
Ultimate Parking LLC. March 2004 - August 2008
Skills
Insurance, Investments, Customer Service, Retirement Services, Health Insurance, Disability Insurance, Term Life Insurance
Education
University of Massachusetts Boston 2004 — 2008
Bachelor's, Finance
St. Peter Marian
St. Peter Marian
New England Securities January 2012 - Present
Baystate Financial Services June 2011 - Present
New York Life Insurance Company August 2008 - February 2012
Ultimate Parking LLC. March 2004 - August 2008
Skills
Insurance, Investments, Customer Service, Retirement Services, Health Insurance, Disability Insurance, Term Life Insurance
Education
University of Massachusetts Boston 2004 — 2008
Bachelor's, Finance
St. Peter Marian
St. Peter Marian
Eric Orenstein CLU,ChFC,CASL,LUTCF,CLTC's New York Life Insurance Company Experience November 2014 - Present
Job Partner at New York Life Insurance Company.
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
Guardian Life March 2014 - November 2014
MetLife April 2013 - March 2014
Transamerica Agency Network, Inc. August 2012 - March 2013
AXA Equitable July 2011 - August 2012
New York Life Insurance Company May 1995 - June 2011
Skills
Life Insurance, Investments, Retirement Planning, Business Continuity..., Estate Planning, Wealth Management, Agency Development, Sales Growth, Mentoring, Recruiting, Agent Development, Compliance, Series 24, Long-term Care, Fixed Annuities, Leadership, 401k, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Series 6, Series 63, Series 7, Term Life Insurance, Training
Education
University of Miami - School of Business 1984 — 1985
MBA, Finance
University of Miami - School of Business 1980 — 1984
BBA, Marketing
New York Life Insurance Company November 2014 - Present
Guardian Life March 2014 - November 2014
MetLife April 2013 - March 2014
Transamerica Agency Network, Inc. August 2012 - March 2013
AXA Equitable July 2011 - August 2012
New York Life Insurance Company May 1995 - June 2011
Skills
Life Insurance, Investments, Retirement Planning, Business Continuity..., Estate Planning, Wealth Management, Agency Development, Sales Growth, Mentoring, Recruiting, Agent Development, Compliance, Series 24, Long-term Care, Fixed Annuities, Leadership, 401k, Insurance, Disability Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Series 6, Series 63, Series 7, Term Life Insurance, Training
Education
University of Miami - School of Business 1984 — 1985
MBA, Finance
University of Miami - School of Business 1980 — 1984
BBA, Marketing
Vera Sadler's New York Life Insurance Company Experience January 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2015 - Present
Skills
Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Retirement Planning, Sales, Insurance, Retirement, Small Business, Estate Planning, Customer Service, Leadership, Team Building
Education
University of Maryland College Park
Sociology
New York Life Insurance Company January 2015 - Present
Skills
Life Insurance, Health Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Retirement Planning, Sales, Insurance, Retirement, Small Business, Estate Planning, Customer Service, Leadership, Team Building
Education
University of Maryland College Park
Sociology
Thomas O'Malley Thomas O'Malley's New York Life Insurance Company Experience March 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Local Toyota, Infiniti and Chrysler Dodge Jeep Ram Dealer November 2012 - January 2014
Nashua Athletic Club July 2012 - October 2012
Wellbridge Bel Air Athletic Club January 2012 - July 2012
Best Choice Insurance Center August 2010 - July 2012
Allstate Insurance September 2003 - July 2010
Fidelity Investments April 2001 - July 2002
Skills
Financial Services, Insurance, Protection..., Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Personal Finance, Asset Protection, Estate Planning, Wealth Preservation..., Education Funding, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Small Business, Buy-sell Agreements, Key Person Insurance, Gifting Strategies, Life Insurance, Retirement
Education
University of Massachusetts Lowell 1979 — 1984
Bachelor of Science
Dracut High School 1976 — 1979
Diploma
New York Life Insurance Company March 2014 - Present
Local Toyota, Infiniti and Chrysler Dodge Jeep Ram Dealer November 2012 - January 2014
Nashua Athletic Club July 2012 - October 2012
Wellbridge Bel Air Athletic Club January 2012 - July 2012
Best Choice Insurance Center August 2010 - July 2012
Allstate Insurance September 2003 - July 2010
Fidelity Investments April 2001 - July 2002
Skills
Financial Services, Insurance, Protection..., Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Personal Finance, Asset Protection, Estate Planning, Wealth Preservation..., Education Funding, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Small Business, Buy-sell Agreements, Key Person Insurance, Gifting Strategies, Life Insurance, Retirement
Education
University of Massachusetts Lowell 1979 — 1984
Bachelor of Science
Dracut High School 1976 — 1979
Diploma
Brian Duby Brian Duby's New York Life Insurance Company Experience March 2009 - August 2009
Job
Industry Military
Experience
US Army September 2013 - Present
United States Army Reserve March 2010 - September 2013
The Home Depot August 2009 - August 2011
New York Life Insurance Company March 2009 - August 2009
US Army September 2005 - March 2009
US Army January 2001 - September 2005
Skills
Military Experience, Military, Military Operations, Security Clearance, Army, Command, Force Protection, Operational Planning, DoD, Military Logistics, National Security, Military Training, Weapons, Defense, Intelligence Analysis, Top Secret, Information Assurance, Emergency Management, Afghanistan, Organizational...
Education
University of Maryland University College 2012 — 2016
Currently Attending, General Studies
US Army September 2013 - Present
United States Army Reserve March 2010 - September 2013
The Home Depot August 2009 - August 2011
New York Life Insurance Company March 2009 - August 2009
US Army September 2005 - March 2009
US Army January 2001 - September 2005
Skills
Military Experience, Military, Military Operations, Security Clearance, Army, Command, Force Protection, Operational Planning, DoD, Military Logistics, National Security, Military Training, Weapons, Defense, Intelligence Analysis, Top Secret, Information Assurance, Emergency Management, Afghanistan, Organizational...
Education
University of Maryland University College 2012 — 2016
Currently Attending, General Studies
Anthony Altieri Anthony Altieri's New York Life Insurance Company Experience 2011 - 2014
Job Senior Manager at Golden Pear Merchant Capital
Industry Financial Services
Experience
AmeriMerchant 2014 - January 2015
New York Life Insurance Company 2011 - 2014
Gala Resources 1996 - June 2011
Skills
Real Estate, Real Estate Financing, Real Estate Economics, Merchant Cash Advance, Credit Analysis, Loans, Brokerage, Finance, Merchant Services, Financial Analysis, Financing Alternatives, Funding, Portfolio Management, Asset Management, Customer Retention, Factoring, Investments, Small Business Lending, Relationship Management, Customer Service, New Business Development, Strategic Financial...
Education
University of Maryland College Park 1988 — 1992
BS, Finance
AmeriMerchant 2014 - January 2015
New York Life Insurance Company 2011 - 2014
Gala Resources 1996 - June 2011
Skills
Real Estate, Real Estate Financing, Real Estate Economics, Merchant Cash Advance, Credit Analysis, Loans, Brokerage, Finance, Merchant Services, Financial Analysis, Financing Alternatives, Funding, Portfolio Management, Asset Management, Customer Retention, Factoring, Investments, Small Business Lending, Relationship Management, Customer Service, New Business Development, Strategic Financial...
Education
University of Maryland College Park 1988 — 1992
BS, Finance
James Tice's New York Life Insurance Company Experience October 2014 - December 2014
Job Document Services Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2015 - Present
Boston Red Sox April 2007 - Present
New York Life Insurance Company October 2014 - December 2014
Bay Sox Baseball Team April 2013 - August 2013
Skills
Microsoft Office, Process Improvement, Customer Experience, Customer Service, Leadership, Sales, Management, Research, Teamwork, Social Media, Public Speaking
Education
University of Massachusetts Dartmouth 2009 — 2014
Bachelor's degree, Operations Management
Trinity Catholic High School 2005 — 2009
Commonwealth Financial Network February 2015 - Present
Boston Red Sox April 2007 - Present
New York Life Insurance Company October 2014 - December 2014
Bay Sox Baseball Team April 2013 - August 2013
Skills
Microsoft Office, Process Improvement, Customer Experience, Customer Service, Leadership, Sales, Management, Research, Teamwork, Social Media, Public Speaking
Education
University of Massachusetts Dartmouth 2009 — 2014
Bachelor's degree, Operations Management
Trinity Catholic High School 2005 — 2009
Daryl Arno Kutner Daryl Arno Kutner's New York Life Insurance Company Experience January 2009 - January 2011
Job Financial Services at Seeman Holtz
Industry Investment Management
Experience
Seeman Holtz January 2011 - Present
DAK Realty, Inc January 1996 - Present
New York Life Insurance Company January 2009 - January 2011
Skills
Private Equity, Life Insurance, Investment Properties, Investments, Fixed Annuities, Mutual Funds, Risk Management, Financial Analysis
Education
University of Miami 1989 — 1994
BS, BA, Marketing, Advertising, Sociology
Gulliver Preparatory 1984 — 1988
Seeman Holtz January 2011 - Present
DAK Realty, Inc January 1996 - Present
New York Life Insurance Company January 2009 - January 2011
Skills
Private Equity, Life Insurance, Investment Properties, Investments, Fixed Annuities, Mutual Funds, Risk Management, Financial Analysis
Education
University of Miami 1989 — 1994
BS, BA, Marketing, Advertising, Sociology
Gulliver Preparatory 1984 — 1988
Sarah Zaino Sarah Zaino's New York Life Insurance Company Experience March 2015 - Present
Job Sales and Services Expert/Outstanding Communication Skills/Recruiter/Trainer/Passion for Education and Academic Success
Industry Higher Education
Experience
New York Life Insurance Company March 2015 - Present
Victoria's Secret February 2009 - March 2015
The Fund for Public Interest 2006 - 2008
Take Back UMass Student Coalition February 2006 - May 2006
Skills
Fundraising, Community Outreach, Sales, Customer Service, Recruiting, Training, Product Specialists, Interpersonal..., Client Rapport, Volunteering, Licensed Life and..., Life Insurance..., Personal Finance, Retirement Planning, Education Funding..., Protection..., Legacy Planning
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Sociology
Holliston High School
New York Life Insurance Company March 2015 - Present
Victoria's Secret February 2009 - March 2015
The Fund for Public Interest 2006 - 2008
Take Back UMass Student Coalition February 2006 - May 2006
Skills
Fundraising, Community Outreach, Sales, Customer Service, Recruiting, Training, Product Specialists, Interpersonal..., Client Rapport, Volunteering, Licensed Life and..., Life Insurance..., Personal Finance, Retirement Planning, Education Funding..., Protection..., Legacy Planning
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Sociology
Holliston High School
Paulina Rewooh Paulina Rewooh's New York Life Insurance Company Experience March 2011 - Present
Job Assistant Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company April 2008 - March 2011
New York Life Insurance Company April 2007 - March 2008
New York Life Insurance Company September 2005 - April 2007
AIG Royal Alliance October 2004 - September 2005
AIG Royal Alliance July 2003 - October 2004
Merrill Lynch Pierce Fenner & Smith March 2002 - March 2003
Charles Schwab & Company August 1999 - June 2001
Skills
Fixed Annuities, Investments, Call Center, Quality Control, Securities, Series 7, Leadership, Call Centers, Management, Financial Services, Mutual Funds
Education
University of Maryland College Park
History
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company April 2008 - March 2011
New York Life Insurance Company April 2007 - March 2008
New York Life Insurance Company September 2005 - April 2007
AIG Royal Alliance October 2004 - September 2005
AIG Royal Alliance July 2003 - October 2004
Merrill Lynch Pierce Fenner & Smith March 2002 - March 2003
Charles Schwab & Company August 1999 - June 2001
Skills
Fixed Annuities, Investments, Call Center, Quality Control, Securities, Series 7, Leadership, Call Centers, Management, Financial Services, Mutual Funds
Education
University of Maryland College Park
History
Jessica Berdan's New York Life Insurance Company Experience August 2013 - Present
Job Agent at New York Life
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Long & Foster Companies 2012 - Present
Ms. Date Guru June 2009 - Present
Status Makeover March 2012 - May 2012
Georgetown University Law Center November 2011 - January 2012
Heartmind Connection Coaching May 2011 - January 2012
Her Campus Media August 2010 - May 2011
University of Maryland August 2008 - May 2011
Glitterazzi 2011 - 2011
Jerry Cave for Senate Campiagn August 2010 - September 2010
Skills
Writing, Blogging, Relationship Development, Research, Data Entry, Social Media, Social Networking, Social Media Development, Content Writing, Dreamweaver, Market Research, Marketing Strategy, Online Marketing, Web Design, Web Content Management, Content Creation, Photoshop, Online Research, Proposal Writing, Product Marketing, Social Media Marketing, Data Analysis, Social Entrepreneurship, Crisis Counseling, Public Relations, Public Health, Sexuality Education, Special Education, Autism Spectrum..., Community Outreach, Instructing, Teaching/mentoring, Student Engagement, Tutoring, Group Presentations, Student Counseling, Student Leadership, Developing Client..., Contract Negotiations, Purchase Contracts, Food & Beverage, Import/Export
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts (BA), Social Psychology
University of Miami 2007 — 2008
Winston Churchill High School 2003 — 2007
New York Life Insurance Company August 2013 - Present
Long & Foster Companies 2012 - Present
Ms. Date Guru June 2009 - Present
Status Makeover March 2012 - May 2012
Georgetown University Law Center November 2011 - January 2012
Heartmind Connection Coaching May 2011 - January 2012
Her Campus Media August 2010 - May 2011
University of Maryland August 2008 - May 2011
Glitterazzi 2011 - 2011
Jerry Cave for Senate Campiagn August 2010 - September 2010
Skills
Writing, Blogging, Relationship Development, Research, Data Entry, Social Media, Social Networking, Social Media Development, Content Writing, Dreamweaver, Market Research, Marketing Strategy, Online Marketing, Web Design, Web Content Management, Content Creation, Photoshop, Online Research, Proposal Writing, Product Marketing, Social Media Marketing, Data Analysis, Social Entrepreneurship, Crisis Counseling, Public Relations, Public Health, Sexuality Education, Special Education, Autism Spectrum..., Community Outreach, Instructing, Teaching/mentoring, Student Engagement, Tutoring, Group Presentations, Student Counseling, Student Leadership, Developing Client..., Contract Negotiations, Purchase Contracts, Food & Beverage, Import/Export
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts (BA), Social Psychology
University of Miami 2007 — 2008
Winston Churchill High School 2003 — 2007
Steve Melo Steve Melo's New York Life Insurance Company Experience June 2010 - May 2014
Job Sales Agent at SBLI of Massachusetts
Industry Financial Services
Experience
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
SBLI of Massachusetts June 2015 - Present
Allstate Financial Services, LLC June 2014 - May 2015
New York Life Insurance Company June 2010 - May 2014
NewStar Financial, Inc. September 2004 - September 2009
Fleet Bank June 2003 - August 2004
Bank of Boston 1993 - 2004
FleetBoston Financial May 2000 - June 2003
BankBoston NA Boston Mass 1994 - 2000
Skills
Credit, Credit Analysis, Loans
Education
University of Massachusetts Boston 1988 — 1991
Bachelor of Science, Finance
Mike Quirk's New York Life Insurance Company Experience September 1990 - August 1993
Job Wealth Manager / CoOwner
Industry Financial Services
Experience
Strategic Financial Services 2012 - Present
Summit Technical Services January 2010 - 2012
Summit Technical Services September 2004 - December 2009
Summit Technical Services May 2002 - August 2004
Summit Technical Services February 1996 - April 2002
Summit Technical Services September 1993 - January 1996
New York Life Insurance Company September 1990 - August 1993
Stop & Shop May 1986 - 1990
Stop & Shop September 1977 - April 1986
Skills
Series 7, Series 66, Life Insurance, Retirement Planning, Money Management, Financial Services, Wealth Management..., 401k Rollovers, 403 b, CRM, New Business Development, Networking, Business Networking, Cold Calling, Recruiting, Sales, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Account Management, Staff Augmentation, Building Relationships, Executive Search, Screening, Talent Management, Sales Process, Search, Sales Operations, Lead Generation, Strategic Sourcing, Recruiters, Employer Branding
Education
University of Massachusetts Dartmouth 1979 — 1985
Business
Strategic Financial Services 2012 - Present
Summit Technical Services January 2010 - 2012
Summit Technical Services September 2004 - December 2009
Summit Technical Services May 2002 - August 2004
Summit Technical Services February 1996 - April 2002
Summit Technical Services September 1993 - January 1996
New York Life Insurance Company September 1990 - August 1993
Stop & Shop May 1986 - 1990
Stop & Shop September 1977 - April 1986
Skills
Series 7, Series 66, Life Insurance, Retirement Planning, Money Management, Financial Services, Wealth Management..., 401k Rollovers, 403 b, CRM, New Business Development, Networking, Business Networking, Cold Calling, Recruiting, Sales, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Account Management, Staff Augmentation, Building Relationships, Executive Search, Screening, Talent Management, Sales Process, Search, Sales Operations, Lead Generation, Strategic Sourcing, Recruiters, Employer Branding
Education
University of Massachusetts Dartmouth 1979 — 1985
Business
Igor Lavitas's New York Life Insurance Company Experience August 2010 - Present
Job Senior Actuarial Assistant
Industry Insurance
Experience
New York Life Insurance Company August 2010 - Present
Sun Life Financial December 2007 - July 2010
Sun Life Financial June 2005 - December 2007
Skills
Actuarial Science, Financial Risk, New Business Development, Insurance, Health Insurance, Financial Analysis, Financial Modeling, Risk Management, Valuation, VBA, Investments, Employee Benefits, Financial Reporting, Access
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS), Computer Science, Economics
New York Life Insurance Company August 2010 - Present
Sun Life Financial December 2007 - July 2010
Sun Life Financial June 2005 - December 2007
Skills
Actuarial Science, Financial Risk, New Business Development, Insurance, Health Insurance, Financial Analysis, Financial Modeling, Risk Management, Valuation, VBA, Investments, Employee Benefits, Financial Reporting, Access
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science (BS), Computer Science, Economics
Rodney Irizarry's New York Life Insurance Company Experience July 2015 - Present
Job
Industry
Experience
New York Life Insurance Company July 2015 - Present
State Street June 2013 - May 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Customer Service, Public Speaking, Social Networking
Education
University of Massachusetts Boston 2010 — 2015
Bachelor's degree, Economics
New York Life Insurance Company July 2015 - Present
State Street June 2013 - May 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Customer Service, Public Speaking, Social Networking
Education
University of Massachusetts Boston 2010 — 2015
Bachelor's degree, Economics
Luigi Cardillo Jr. Luigi Cardillo Jr.'s New York Life Insurance Company Experience January 2010 - Present
Job Senior Case Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Series 7, Securities, Fixed Annuities, Wealth Management, Retirement, Insurance, Financial Services, Investment Advisory, Series 63, IRAs, Financial Planning
Education
University of Maryland College Park 2003 — 2007
BS, Finance
New York Life Insurance Company January 2010 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Financial Analysis, Series 7, Securities, Fixed Annuities, Wealth Management, Retirement, Insurance, Financial Services, Investment Advisory, Series 63, IRAs, Financial Planning
Education
University of Maryland College Park 2003 — 2007
BS, Finance
Blair Donahue Blair Donahue's New York Life Insurance Company Experience 2009 - 2012
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington January 2014 - Present
CertaPro Painters April 2013 - December 2013
LivingSocial May 2011 - July 2013
New York Life Insurance Company 2009 - 2012
Lincoln Financial Group January 2009 - July 2009
United American Insurance January 2007 - September 2008
University of Maryland Men's Basketball August 2000 - May 2004
Skills
Marketing, Small Business, Insurance, Employee Benefits, Coaching, Networking, Finance, Salesforce.com, Recruiting, Customer Satisfaction, Sales, Life Insurance, Retirement, Fixed Annuities, Building Relationships, Financial Services, Retirement Planning, Disability Insurance, Business, Long-term Care, Basketball, Basketball Coaching, College Basketball, Customer Service, Management, Contract Negotiation, Leadership, Team Building
Education
University of Maryland College Park 2000 — 2005
Communication
MassMutual Greater Washington January 2014 - Present
CertaPro Painters April 2013 - December 2013
LivingSocial May 2011 - July 2013
New York Life Insurance Company 2009 - 2012
Lincoln Financial Group January 2009 - July 2009
United American Insurance January 2007 - September 2008
University of Maryland Men's Basketball August 2000 - May 2004
Skills
Marketing, Small Business, Insurance, Employee Benefits, Coaching, Networking, Finance, Salesforce.com, Recruiting, Customer Satisfaction, Sales, Life Insurance, Retirement, Fixed Annuities, Building Relationships, Financial Services, Retirement Planning, Disability Insurance, Business, Long-term Care, Basketball, Basketball Coaching, College Basketball, Customer Service, Management, Contract Negotiation, Leadership, Team Building
Education
University of Maryland College Park 2000 — 2005
Communication
Barry Chase Barry Chase's New York Life Insurance Company Experience June 2011 - Present
Job Dedicated Financial Services Professional helping people plan a sound retirement strategy
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
NYLIFE Securities LLC June 2011 - Present
Rubin & Rudman, LLP March 1999 - February 2011
Skills
Estate Planning, Retirement Planning, Investments, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation...
Education
University of Massachusetts Boston 1965 — 1969
Secondary Education and Teaching
New York Life Insurance Company June 2011 - Present
NYLIFE Securities LLC June 2011 - Present
Rubin & Rudman, LLP March 1999 - February 2011
Skills
Estate Planning, Retirement Planning, Investments, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation...
Education
University of Massachusetts Boston 1965 — 1969
Secondary Education and Teaching
Garrett Cauley Garrett Cauley's New York Life Insurance Company Experience June 2013 - Present
Job Financial Services Professional NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Skills
Retirement Planning, Life Insurance, Finance, Retirement, 401k, Long Term Saving, Mortgage Protection, Long-term Care
Education
University of Massachusetts Dartmouth 2008 — 2013
Bachelor's degree, Marketing
Salem High
Salem High School
Salem High School
New York Life Insurance Company June 2013 - Present
Skills
Retirement Planning, Life Insurance, Finance, Retirement, 401k, Long Term Saving, Mortgage Protection, Long-term Care
Education
University of Massachusetts Dartmouth 2008 — 2013
Bachelor's degree, Marketing
Salem High
Salem High School
Salem High School
Zacharie L. Levine, JD Zacharie L. Levine, JD's New York Life Insurance Company Experience June 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
Joseph W. Gibson, P.A. May 2011 - June 2012
Eleventh Judicial Circuit Court of Florida January 2011 - May 2011
Grinberg & Muir, PLLC May 2010 - August 2010
Zach Levine Tutoring August 2008 - June 2009
Hyman, Spector & Mars LLP September 2005 - June 2008
University of Miami Law Library September 2004 - December 2004
Van Cott Jewelers September 2002 - July 2004
Skills
Legal Research, Legal Writing, Motions, Legal Documents, Civil Litigation, Westlaw, Lexis, Property Law, Insurance Law, Retirement, Finance, Insurance, Estate Planning, Securities Regulation, Trusts, Corporate Law, Wills, Tax Law, Estate Tax Planning, Financial Planners, Retirement Planning, Series 63, Charitable Trusts, Securities, Financial Services, Investments, Asset Protection, Life Insurance, Employee Benefits, Long-term Care, Asset Allocation, Tax
Education
University of Miami School of Law 2009 — 2012
Juris Doctor, Law
University of Miami 2004 — 2008
Bachelors of Business Administration, Management and Legal Studies
New York Life Insurance Company June 2012 - Present
Joseph W. Gibson, P.A. May 2011 - June 2012
Eleventh Judicial Circuit Court of Florida January 2011 - May 2011
Grinberg & Muir, PLLC May 2010 - August 2010
Zach Levine Tutoring August 2008 - June 2009
Hyman, Spector & Mars LLP September 2005 - June 2008
University of Miami Law Library September 2004 - December 2004
Van Cott Jewelers September 2002 - July 2004
Skills
Legal Research, Legal Writing, Motions, Legal Documents, Civil Litigation, Westlaw, Lexis, Property Law, Insurance Law, Retirement, Finance, Insurance, Estate Planning, Securities Regulation, Trusts, Corporate Law, Wills, Tax Law, Estate Tax Planning, Financial Planners, Retirement Planning, Series 63, Charitable Trusts, Securities, Financial Services, Investments, Asset Protection, Life Insurance, Employee Benefits, Long-term Care, Asset Allocation, Tax
Education
University of Miami School of Law 2009 — 2012
Juris Doctor, Law
University of Miami 2004 — 2008
Bachelors of Business Administration, Management and Legal Studies
Adhys Izquierdo Obeso's New York Life Insurance Company Experience March 2014 - Present
Job Financial Services Professional working with families and Small Business Owners in South Florida
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
The Guardian Life Insurance Company of America January 2012 - February 2014
Adcap Network Systems August 2009 - December 2010
ADX Technologies September 2004 - July 2009
Pfizer January 1995 - January 2001
Skills
Buy-sell Agreements, Business Planning, Succession Planning, Individual Pension Plans, Retirement Planning, Multi-generational..., Education Funding, Lifetime Income..., Finance, Business Insurance..., 401k Rollovers, IRA Rollovers, Asset Protection, Financial Services, Licensed in Long-Term..., 401(k) Rollovers, Education Funding..., Wealth Transfer..., Licensed Life Insurance...
Education
Florida International University 1990 — 1995
Master of Science, Management Information Systems
University of Miami - School of Business 1985 — 1989
Bachelor of Business Administration, Marketing
New York Life Insurance Company March 2014 - Present
The Guardian Life Insurance Company of America January 2012 - February 2014
Adcap Network Systems August 2009 - December 2010
ADX Technologies September 2004 - July 2009
Pfizer January 1995 - January 2001
Skills
Buy-sell Agreements, Business Planning, Succession Planning, Individual Pension Plans, Retirement Planning, Multi-generational..., Education Funding, Lifetime Income..., Finance, Business Insurance..., 401k Rollovers, IRA Rollovers, Asset Protection, Financial Services, Licensed in Long-Term..., 401(k) Rollovers, Education Funding..., Wealth Transfer..., Licensed Life Insurance...
Education
Florida International University 1990 — 1995
Master of Science, Management Information Systems
University of Miami - School of Business 1985 — 1989
Bachelor of Business Administration, Marketing
Paul Roche Paul Roche's New York Life Insurance Company Experience August 2005 - February 2006
Job Strategic Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments March 2006 - July 2012
New York Life Insurance Company August 2005 - February 2006
Pure Trading August 2004 - March 2005
Moors & Cabot 1991 - 2004
Skills
Series 7, Series 65, Series 55, Series 63, Trading, Strategy, FINRA, Finance, Portfolio Management, Asset Allocation, Investment Advisory, Competitive Analysis, Mutual Funds, Alternative Investments, Investments, Equities, Securities, Asset Management, Financial Services, Fixed Income, Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1992
Putnam Investments August 2012 - Present
Putnam Investments March 2006 - July 2012
New York Life Insurance Company August 2005 - February 2006
Pure Trading August 2004 - March 2005
Moors & Cabot 1991 - 2004
Skills
Series 7, Series 65, Series 55, Series 63, Trading, Strategy, FINRA, Finance, Portfolio Management, Asset Allocation, Investment Advisory, Competitive Analysis, Mutual Funds, Alternative Investments, Investments, Equities, Securities, Asset Management, Financial Services, Fixed Income, Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1992
Daniel Collins Daniel Collins's New York Life Insurance Company Experience 2010 - Present
Job Successful Financial Services Professional helping to protect families in the Boston area.
Industry Insurance
Experience
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company 2010 - Present
ACSIA Long Term Care, Inc April 2008 - December 2009
Beneficial Financial Group 2006 - 2008
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Disability Insurance, Term Life Insurance, Series 63, Long-term Care, Fixed Annuities, Insurance, Account Management, Life Insurance, Securities, Strategic Financial..., Financial Services, Retirement, Sales, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1995
bachelors, history
peabody high school
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company 2010 - Present
ACSIA Long Term Care, Inc April 2008 - December 2009
Beneficial Financial Group 2006 - 2008
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Disability Insurance, Term Life Insurance, Series 63, Long-term Care, Fixed Annuities, Insurance, Account Management, Life Insurance, Securities, Strategic Financial..., Financial Services, Retirement, Sales, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1995
bachelors, history
peabody high school
Antonio Goes's New York Life Insurance Company Experience November 2008 - January 2010
Job Licensed Banker at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank August 2014 - Present
Gizmo-Net November 2012 - June 2013
Chunky's Cinema Pub 2012 - 2013
Northwestern Mutual Financial Network January 2010 - December 2010
New York Life Insurance Company November 2008 - January 2010
United States Marine Corps October 2004 - October 2008
Skills
Project Management, Sales Operations, Team Building, Customer Service, Small Business, Securities, Investments, Financial Analysis, Risk Management, Insurance, Credit, Strategic Planning, Marketing, Budgets, Microsoft Office, Public Speaking, Program Management, Training, Leadership, Management, Customer Satisfaction, Sales, Sales Management
Education
Marine Corps Institute 2005 — 2008
University of Massachusetts Lowell 2002 — 2003
Dracut High 1998 — 2002
Diploma
Citizens Bank August 2014 - Present
Gizmo-Net November 2012 - June 2013
Chunky's Cinema Pub 2012 - 2013
Northwestern Mutual Financial Network January 2010 - December 2010
New York Life Insurance Company November 2008 - January 2010
United States Marine Corps October 2004 - October 2008
Skills
Project Management, Sales Operations, Team Building, Customer Service, Small Business, Securities, Investments, Financial Analysis, Risk Management, Insurance, Credit, Strategic Planning, Marketing, Budgets, Microsoft Office, Public Speaking, Program Management, Training, Leadership, Management, Customer Satisfaction, Sales, Sales Management
Education
Marine Corps Institute 2005 — 2008
University of Massachusetts Lowell 2002 — 2003
Dracut High 1998 — 2002
Diploma
Jenny Ellen Cascio Jenny Ellen Cascio's New York Life Insurance Company Experience August 2015 - Present
Job Senior, Annuities at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Guardian Life March 2014 - July 2015
Liberty Mutual Insurance August 2012 - February 2014
Liberty Mutual Insurance March 2008 - August 2012
The Fund for Public Interest Research July 2006 - August 2007
Skills
Analysis, Disability Insurance, Data Analysis, Life Insurance, Fundraising, Microsoft Office, Legal Writing, Legal Compliance, FMLA, Access, Risk Assessment, Proofreading, SPSS, Contractual Agreements, Compliance, Leave Administration, Fine Art Photography, Federal Government, State Government, Non-profits..., Direct Lobbying, Non-profit..., SERFF, Insurance Sales, Sales Process, Sales Presentation..., Management, ASO Products, third party..., Contract Negotiation, Direct Mail Campaigns, Direct Mail Fundraising, Direct Mail Pieces, Microsoft Excel, Microsoft Office..., SharePoint Designer, Group Dental, Fixed Indemnity, Critical Illness, Accident Insurance, EAP, Permanent Life Insurance, Universal Life, Underwriting, DHMO & PPO, NILS, ACLI, Statistical Data..., Group Insurance, Corporate Governance
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Honors Political Science, with a concentration on Eastern European studies. BA in Women's Studies, Graduated Cume Laude
University of the Arts London
Fine Art & Art History
New York Life Insurance Company August 2015 - Present
Guardian Life March 2014 - July 2015
Liberty Mutual Insurance August 2012 - February 2014
Liberty Mutual Insurance March 2008 - August 2012
The Fund for Public Interest Research July 2006 - August 2007
Skills
Analysis, Disability Insurance, Data Analysis, Life Insurance, Fundraising, Microsoft Office, Legal Writing, Legal Compliance, FMLA, Access, Risk Assessment, Proofreading, SPSS, Contractual Agreements, Compliance, Leave Administration, Fine Art Photography, Federal Government, State Government, Non-profits..., Direct Lobbying, Non-profit..., SERFF, Insurance Sales, Sales Process, Sales Presentation..., Management, ASO Products, third party..., Contract Negotiation, Direct Mail Campaigns, Direct Mail Fundraising, Direct Mail Pieces, Microsoft Excel, Microsoft Office..., SharePoint Designer, Group Dental, Fixed Indemnity, Critical Illness, Accident Insurance, EAP, Permanent Life Insurance, Universal Life, Underwriting, DHMO & PPO, NILS, ACLI, Statistical Data..., Group Insurance, Corporate Governance
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Honors Political Science, with a concentration on Eastern European studies. BA in Women's Studies, Graduated Cume Laude
University of the Arts London
Fine Art & Art History
Steven Bastardo Steven Bastardo's New York Life Insurance Company Experience June 2014 - September 2014
Job Motor Transport Operator
Industry Military
Experience
United States Army National Guard April 2015 - Present
New York Life Insurance Company June 2014 - September 2014
Inflite Cellular December 2013 - June 2014
Artes & Bronces, Inc September 2013 - December 2013
University of Miami, Housing and Residential Life Dept August 2010 - August 2013
United States Air Force August 2009 - May 2013
Skills
Thought Leadership, Leadership, Situational Leadership, Protection..., Multi-generational..., Wealth Preservation..., Security, Training, Team Leadership, Organizational..., Pro Engineer, Solidworks, Security Clearance, Leadership Development, Microsoft Office, Finite Element Analysis, Strategic Leadership, Followership, Follow Through, AutoCAD, Computer Proficiency, MS-DOS, Aerodynamics, 401(K) Rollovers, Annuity Sales, Estate Planning, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-tasking Skills, Time Management, Key Person Protection, Military, DoD, National Security, Air Force, Military Experience, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Spanish, Analysis, Research, Teamwork, Management
Education
University of Miami 2009 — 2013
Bachelor's Degree, Aerospace, Aeronautical and Astronautical/Space Engineering
United States Army National Guard April 2015 - Present
New York Life Insurance Company June 2014 - September 2014
Inflite Cellular December 2013 - June 2014
Artes & Bronces, Inc September 2013 - December 2013
University of Miami, Housing and Residential Life Dept August 2010 - August 2013
United States Air Force August 2009 - May 2013
Skills
Thought Leadership, Leadership, Situational Leadership, Protection..., Multi-generational..., Wealth Preservation..., Security, Training, Team Leadership, Organizational..., Pro Engineer, Solidworks, Security Clearance, Leadership Development, Microsoft Office, Finite Element Analysis, Strategic Leadership, Followership, Follow Through, AutoCAD, Computer Proficiency, MS-DOS, Aerodynamics, 401(K) Rollovers, Annuity Sales, Estate Planning, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-tasking Skills, Time Management, Key Person Protection, Military, DoD, National Security, Air Force, Military Experience, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Spanish, Analysis, Research, Teamwork, Management
Education
University of Miami 2009 — 2013
Bachelor's Degree, Aerospace, Aeronautical and Astronautical/Space Engineering
Vincent Lombardo Vincent Lombardo's New York Life Insurance Company Experience December 2010 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
Skills
Helping Clients Succeed, Pensions, Wealth Management, Investments, Insurance, Financial Services, Life Insurance, Financial Planning, Mutual Funds
Education
Half Hollow Hills West High School
University of Maryland College Park
Bachelor of Science (BS), Business/Managerial Economics
New York Life Insurance Company December 2010 - Present
Skills
Helping Clients Succeed, Pensions, Wealth Management, Investments, Insurance, Financial Services, Life Insurance, Financial Planning, Mutual Funds
Education
Half Hollow Hills West High School
University of Maryland College Park
Bachelor of Science (BS), Business/Managerial Economics
Yuneisia Harris Yuneisia Harris's New York Life Insurance Company Experience June 2004 - August 2006
Job CoOwner at Curvaceous Couture Bridal Collection
Industry Retail
Experience
Forward Thinking Consulting Group, LLC April 2013 - Present
Curvaceous Couture Bridal Collection April 2009 - Present
Pfizer August 2006 - March 2013
New York Life Insurance Company June 2004 - August 2006
Infinity Broadcasting August 2003 - May 2004
Skills
Pharmaceutical Sales, Urology, Pharmaceutical Industry, Sales Effectiveness, Managed Care, Selling Skills, Sales Operations, Product Launch, Customer Service, Sales Management, Strategic Planning, Marketing
Education
University of Maryland Eastern Shore 1998 — 2001
Communications
Forward Thinking Consulting Group, LLC April 2013 - Present
Curvaceous Couture Bridal Collection April 2009 - Present
Pfizer August 2006 - March 2013
New York Life Insurance Company June 2004 - August 2006
Infinity Broadcasting August 2003 - May 2004
Skills
Pharmaceutical Sales, Urology, Pharmaceutical Industry, Sales Effectiveness, Managed Care, Selling Skills, Sales Operations, Product Launch, Customer Service, Sales Management, Strategic Planning, Marketing
Education
University of Maryland Eastern Shore 1998 — 2001
Communications
Kelli Keen Kelli Keen's New York Life Insurance Company Experience July 2011 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance, NYLIFE Securities 2013 - 2015
RE/MAX ONE August 2012 - November 2013
Many Lawns Lawncare April 2012 - December 2012
New York Life Insurance Company July 2011 - February 2012
Edward Jones January 2011 - March 2011
Ryan Homes 2001 - 2010
Centex Homes 2006 - 2007
Skills
Strategic Financial..., Estate Planning, Insurance, Real Estate, Investments, Fixed Annuities, Asset Managment, Small Business, Long-term Care, Selling, Financial Planners, Employee Benefits, Finance, Retirement, FHA, Financial Analysis, Selling Skills, Wealth Management, Loans, Portfolio Management, Mutual Funds, Securities, Sales, Asset Management
Education
University of Maryland University College 2012 — 2012
College of Southern Maryland
Associate of Arts (A.A.), General Studies
Chopticon High school
New York Life Insurance, NYLIFE Securities 2013 - 2015
RE/MAX ONE August 2012 - November 2013
Many Lawns Lawncare April 2012 - December 2012
New York Life Insurance Company July 2011 - February 2012
Edward Jones January 2011 - March 2011
Ryan Homes 2001 - 2010
Centex Homes 2006 - 2007
Skills
Strategic Financial..., Estate Planning, Insurance, Real Estate, Investments, Fixed Annuities, Asset Managment, Small Business, Long-term Care, Selling, Financial Planners, Employee Benefits, Finance, Retirement, FHA, Financial Analysis, Selling Skills, Wealth Management, Loans, Portfolio Management, Mutual Funds, Securities, Sales, Asset Management
Education
University of Maryland University College 2012 — 2012
College of Southern Maryland
Associate of Arts (A.A.), General Studies
Chopticon High school
Noel C. Caruso Noel C. Caruso's New York Life Insurance Company Experience January 2012 - January 2014
Job Insurance Advisor at The Hess Agency
Industry Insurance
Experience
The Hess Agency February 2014 - Present
New York Life Insurance Company January 2012 - January 2014
Erie Insurance Group January 1996 - January 2012
Skills
Insurance, Fixed Annuities, Financial Services, 401k Rollovers, Finance, Life Insurance, Permanent Life Insurance, Property & Casualty..., Term Life Insurance, Health Insurance, Commercial Insurance, General Insurance, Risk Management, Whole Life
Education
University of Maryland College Park 1978 — 1982
Bachelor's degree, Communication and Media Studies
Plymouth Whitemarsh High School, Plymouth Meeting, PA 1976 — 1978
The Hess Agency February 2014 - Present
New York Life Insurance Company January 2012 - January 2014
Erie Insurance Group January 1996 - January 2012
Skills
Insurance, Fixed Annuities, Financial Services, 401k Rollovers, Finance, Life Insurance, Permanent Life Insurance, Property & Casualty..., Term Life Insurance, Health Insurance, Commercial Insurance, General Insurance, Risk Management, Whole Life
Education
University of Maryland College Park 1978 — 1982
Bachelor's degree, Communication and Media Studies
Plymouth Whitemarsh High School, Plymouth Meeting, PA 1976 — 1978
Peter Allenby Peter Allenby's New York Life Insurance Company Experience March 2014 - Present
Job Financial Services Professional helping individuals develop a sound financial strategy.
Industry Investment Management
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
Andrew Levenson Andrew Levenson's New York Life Insurance Company Experience July 2007 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2007 - Present
First Investors Corporation 1982 - 2007
Skills
Estate Planning, Retirement Planning, Retirement, Investments, Insurance, Financial Services, Life Insurance, Succession Planning, Portfolio Management, Fixed Annuities, Accounting, Relationship Management, Asset Management, College Recruiting, Recruiting
Education
University of Miami - School of Business 1976 — 1980
BBA, Business Management
New York Life Insurance Company July 2007 - Present
First Investors Corporation 1982 - 2007
Skills
Estate Planning, Retirement Planning, Retirement, Investments, Insurance, Financial Services, Life Insurance, Succession Planning, Portfolio Management, Fixed Annuities, Accounting, Relationship Management, Asset Management, College Recruiting, Recruiting
Education
University of Miami - School of Business 1976 — 1980
BBA, Business Management
Linda Tatum Linda Tatum's New York Life Insurance Company Experience September 1990 - 1996
Job B2B Sales Consultant, Property Management Professional, Community Outreach Specialist
Industry Wholesale
Experience
Independent Consultant - Business Development April 2009 - Present
Versailles Condominium - St. Louis May 2012 - May 2014
American Home Care October 2010 - October 2011
Acumen Consulting December 2006 - March 2009
Alet Marketing & Sales Consultants April 1996 - December 2006
New York Life Insurance Company September 1990 - 1996
Skills
Team Building, Program Management, Strategic Planning, Business Development, Performance Improvement, Software Development, Management Consulting, Leadership, Metrics, Change Management, Business Process..., Entrepreneurship, Management, Marketing, Business Planning, Healthcare, CRM, Leadership Development, Nonprofits, Start-ups, Policy, Organizational..., New Business Development, Sales, Networking, Mergers & Acquisitions, Negotiation, B2B, Selling, Community Outreach
Education
University of Maryland College Park
BS with Honors, Advertising, Marketing, Consumer Sciences
University of Maryland College Park
Bachelor of Science (B.S.), Design and Applied Arts, Consumer Sciences, Advertising
Independent Consultant - Business Development April 2009 - Present
Versailles Condominium - St. Louis May 2012 - May 2014
American Home Care October 2010 - October 2011
Acumen Consulting December 2006 - March 2009
Alet Marketing & Sales Consultants April 1996 - December 2006
New York Life Insurance Company September 1990 - 1996
Skills
Team Building, Program Management, Strategic Planning, Business Development, Performance Improvement, Software Development, Management Consulting, Leadership, Metrics, Change Management, Business Process..., Entrepreneurship, Management, Marketing, Business Planning, Healthcare, CRM, Leadership Development, Nonprofits, Start-ups, Policy, Organizational..., New Business Development, Sales, Networking, Mergers & Acquisitions, Negotiation, B2B, Selling, Community Outreach
Education
University of Maryland College Park
BS with Honors, Advertising, Marketing, Consumer Sciences
University of Maryland College Park
Bachelor of Science (B.S.), Design and Applied Arts, Consumer Sciences, Advertising
Sean Swanson LUTCF, CLU®'s New York Life Insurance Company Experience July 2015 - Present
Job VUL Product Consultant, West Central Zone at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Element Insurance Partners August 2014 - Present
WoodsAbbottShoemaker May 2013 - July 2014
NYLIFE Securities, LLC October 2006 - February 2013
New York Life Insurance Company January 2009 - April 2012
Sean & Julie Swanson Music 1989 - 2012
Sean Swanson Music 1989 - 2012
King of Kings Lutheran Church, Omaha NE January 1997 - January 2005
St Paul;s Lutheran Church 1993 - 1996
Sitel 1989 - 1996
Skills
Telemarketing, Insurance, Music, Life Insurance, Investments, Leadership, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Term Life Insurance, Sales, Sales Management, Writing, Estate Planning, Mutual Funds, Public Speaking, Training, Financial Services, Series 6, Strategic Planning, Customer Service, Team Building, Finance, Long Term Care Insurance, Series 7, IRAs, Social Media, Business, Marketing, Marketing Strategy, Small Business, Health Insurance, Financial Planners, Cold Calling, Risk Management, Securities, Account Management, Entrepreneurship, Strategic Financial..., 401k, Customer Retention, Wealth Accumulation, Wealth Management, Time Management, Employee Benefits, Series 63
Education
University of Miami 1985 — 1989
B.A., Studio Music & Jazz - Voca Major, Opera minor
Millard North High School 1981 — 1985
New York Life Insurance Company July 2015 - Present
Element Insurance Partners August 2014 - Present
WoodsAbbottShoemaker May 2013 - July 2014
NYLIFE Securities, LLC October 2006 - February 2013
New York Life Insurance Company January 2009 - April 2012
Sean & Julie Swanson Music 1989 - 2012
Sean Swanson Music 1989 - 2012
King of Kings Lutheran Church, Omaha NE January 1997 - January 2005
St Paul;s Lutheran Church 1993 - 1996
Sitel 1989 - 1996
Skills
Telemarketing, Insurance, Music, Life Insurance, Investments, Leadership, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Term Life Insurance, Sales, Sales Management, Writing, Estate Planning, Mutual Funds, Public Speaking, Training, Financial Services, Series 6, Strategic Planning, Customer Service, Team Building, Finance, Long Term Care Insurance, Series 7, IRAs, Social Media, Business, Marketing, Marketing Strategy, Small Business, Health Insurance, Financial Planners, Cold Calling, Risk Management, Securities, Account Management, Entrepreneurship, Strategic Financial..., 401k, Customer Retention, Wealth Accumulation, Wealth Management, Time Management, Employee Benefits, Series 63
Education
University of Miami 1985 — 1989
B.A., Studio Music & Jazz - Voca Major, Opera minor
Millard North High School 1981 — 1985
Amanda Rego's New York Life Insurance Company Experience December 2012 - Present
Job Financial services professional
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
Skills
Bilingual
Education
University of Massachusetts Dartmouth 2008 — 2010
Bachelor of Arts (B.A.), American History (United States)
UMass Dartmouth
Bachelor's degree, History
New York Life Insurance Company December 2012 - Present
Skills
Bilingual
Education
University of Massachusetts Dartmouth 2008 — 2010
Bachelor of Arts (B.A.), American History (United States)
UMass Dartmouth
Bachelor's degree, History
Cathy Hill's New York Life Insurance Company Experience January 2004 - October 2012
Job Independent Contractor
Industry Information Technology and Services
Experience
Citi March 2014 - August 2014
Citi November 2012 - March 2014
New York Life Insurance Company January 2004 - October 2012
Sony Music Entertainment July 2004 - December 2004
Swiss Re September 2002 - April 2003
OP40, Inc, Armonk, New York November 2001 - May 2002
InterWorld Inc. New York, NY July 1998 - October 2001
Eastman Software, Division Kodak Global Imaging Services May 1990 - June 1998
Skills
Software Implementation, SQL, Oracle, Unix, JMS, Web Analytics, Websphere, OA Framework, Visio, WebSphere Message Broker, MS Project, Requirements Analysis, Java Enterprise Edition, Java, Enterprise Software, Testing, Solution Architecture, Quality Assurance, CRM, Project Management, SDLC, Enterprise Architecture, Business Analysis, Cloud Computing, Software Project..., IT Strategy, Integration, Agile Methodologies, Vendor Management, Disaster Recovery, Management
Education
University of Massachusetts Boston
BA, Bachlor of Arts
Citi March 2014 - August 2014
Citi November 2012 - March 2014
New York Life Insurance Company January 2004 - October 2012
Sony Music Entertainment July 2004 - December 2004
Swiss Re September 2002 - April 2003
OP40, Inc, Armonk, New York November 2001 - May 2002
InterWorld Inc. New York, NY July 1998 - October 2001
Eastman Software, Division Kodak Global Imaging Services May 1990 - June 1998
Skills
Software Implementation, SQL, Oracle, Unix, JMS, Web Analytics, Websphere, OA Framework, Visio, WebSphere Message Broker, MS Project, Requirements Analysis, Java Enterprise Edition, Java, Enterprise Software, Testing, Solution Architecture, Quality Assurance, CRM, Project Management, SDLC, Enterprise Architecture, Business Analysis, Cloud Computing, Software Project..., IT Strategy, Integration, Agile Methodologies, Vendor Management, Disaster Recovery, Management
Education
University of Massachusetts Boston
BA, Bachlor of Arts
Dmitry Frenklakh Dmitry Frenklakh's New York Life Insurance Company Experience September 2010 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2010 - Present
Waddell & Reed Financial Services March 2009 - September 2010
Citizens Investment Services July 2008 - January 2009
Neighborhood School November 2007 - May 2008
Brookline Recreation Department September 2006 - May 2008
Brimmer and May September 2006 - May 2008
Saint Stevens Elementary school April 2003 - October 2007
SMART school February 2006 - April 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Estate Planning, Small Business, Life Insurance, Education funding..., Life Time Income..., Whole Life Insurance, 401k
Education
University of Massachusetts Boston 2003 — 2007
finance
New York Life Insurance Company September 2010 - Present
Waddell & Reed Financial Services March 2009 - September 2010
Citizens Investment Services July 2008 - January 2009
Neighborhood School November 2007 - May 2008
Brookline Recreation Department September 2006 - May 2008
Brimmer and May September 2006 - May 2008
Saint Stevens Elementary school April 2003 - October 2007
SMART school February 2006 - April 2007
Skills
Retirement Planning, Fixed Annuities, Investments, Estate Planning, Small Business, Life Insurance, Education funding..., Life Time Income..., Whole Life Insurance, 401k
Education
University of Massachusetts Boston 2003 — 2007
finance
Edward A Stein CLU, ChFC, CASL, LUTCF, CLF's New York Life Insurance Company Experience May 2010 - Present
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company September 2007 - April 2010
Stein Financial Group, LLC June 2003 - August 2007
The Guardian Life Insurance Company of America November 1998 - August 2007
Guardian Life April 1990 - November 1998
Wolper, Ross and Company April 1981 - April 1990
National Life of Vermont February 1980 - April 1981
Volunteer State Life Insurance Company October 1977 - February 1980
Mutual Benefit Life Insurance Company August 1974 - October 1977
Education
University of Miami - School of Business 1971 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Insurance
Valley Forge Military Academy & College 1970 — 1971
Governor Livingston Regional High School 1966 — 1970
High School, College/University Preparatory
New York Life Insurance Company May 2010 - Present
New York Life Insurance Company September 2007 - April 2010
Stein Financial Group, LLC June 2003 - August 2007
The Guardian Life Insurance Company of America November 1998 - August 2007
Guardian Life April 1990 - November 1998
Wolper, Ross and Company April 1981 - April 1990
National Life of Vermont February 1980 - April 1981
Volunteer State Life Insurance Company October 1977 - February 1980
Mutual Benefit Life Insurance Company August 1974 - October 1977
Education
University of Miami - School of Business 1971 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Insurance
Valley Forge Military Academy & College 1970 — 1971
Governor Livingston Regional High School 1966 — 1970
High School, College/University Preparatory
Josh Fitzpatrick Josh Fitzpatrick's New York Life Insurance Company Experience May 2015 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Cardinal Cushing Centers, Inc. June 2012 - March 2015
Enterprise Holdings May 2014 - August 2014
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Financial Planning, Retirement, Disability Insurance, Term Life Insurance, Small Business, Investments
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor of Science (BS), Marketing
New York Life Insurance Company May 2015 - Present
Cardinal Cushing Centers, Inc. June 2012 - March 2015
Enterprise Holdings May 2014 - August 2014
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Financial Planning, Retirement, Disability Insurance, Term Life Insurance, Small Business, Investments
Education
University of Massachusetts Dartmouth 2011 — 2015
Bachelor of Science (BS), Marketing
Adam Principato Adam Principato's New York Life Insurance Company Experience October 2009 - November 2011
Job Professional Realtor at Lamacchia Realty, Inc.
Industry Management Consulting
Experience
Lamacchia Realty, Inc. August 2015 - Present
VoterFight January 2014 - July 2015
Achievers April 2013 - November 2013
Unica August 2012 - January 2013
Beacon Payments November 2011 - August 2012
New York Life Insurance Company October 2009 - November 2011
Enterprise Rent-A-Car August 2007 - October 2009
Illumina Records December 2006 - June 2007
Skills
Networking, Sales, Management, HR Consulting, Employee Engagement, Human Resource..., Employee Recognition, Human Resources, HRIS, Customer Service, Business Development, Marketing Communications, SaaS, Charity Work, Electronics, New Business Development, Account Management, Marketing, Sales Operations, Sales Management, Training
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Austin Prep 1995 — 2002
Lamacchia Realty, Inc. August 2015 - Present
VoterFight January 2014 - July 2015
Achievers April 2013 - November 2013
Unica August 2012 - January 2013
Beacon Payments November 2011 - August 2012
New York Life Insurance Company October 2009 - November 2011
Enterprise Rent-A-Car August 2007 - October 2009
Illumina Records December 2006 - June 2007
Skills
Networking, Sales, Management, HR Consulting, Employee Engagement, Human Resource..., Employee Recognition, Human Resources, HRIS, Customer Service, Business Development, Marketing Communications, SaaS, Charity Work, Electronics, New Business Development, Account Management, Marketing, Sales Operations, Sales Management, Training
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Austin Prep 1995 — 2002
Kristen L. Soares Kristen L. Soares's New York Life Insurance Company Experience 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Life Insurance, IRAs, Coaching, Retirement Planning, 401k, 401k Rollovers, Whole Life, Fixed Annuities, Sales
Education
University of Massachusetts Dartmouth
Business Administration, Management and Operations
New York Life Insurance Company 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Life Insurance, IRAs, Coaching, Retirement Planning, 401k, 401k Rollovers, Whole Life, Fixed Annuities, Sales
Education
University of Massachusetts Dartmouth
Business Administration, Management and Operations
Richard Simonetti Richard Simonetti's New York Life Insurance Company Experience February 2015 - Present
Job Managing Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company October 2012 - February 2015
New York Life Insurance Company September 2008 - October 2012
New York Life Insurance Company July 2005 - September 2008
New York Life Insurance Company July 2005 - July 2008
New York Life Insurance Company July 1998 - July 2002
New York Life Insurance Company July 1996 - July 1998
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Life Insurance, Financial Services, Estate Planning, IRAs, Long-term Care, Disability Insurance, Leadership, Mutual Funds, Investments, 401k, Term Life Insurance, Whole Life, Investment Strategies, Long Term Care Insurance, Series 6, FINRA, Sales Process, Variable Annuities, Series 24, Executive Management, Health Insurance, Series 7, 401k Rollovers, Series 65, Employee Benefits, Securities, Asset Allocation, Wealth, Small Business, Risk Management, Series 63, Pensions, Succession Planning, Alternative Investments, Personal Finance, Retirement Plan..., Roth IRA
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company October 2012 - February 2015
New York Life Insurance Company September 2008 - October 2012
New York Life Insurance Company July 2005 - September 2008
New York Life Insurance Company July 2005 - July 2008
New York Life Insurance Company July 1998 - July 2002
New York Life Insurance Company July 1996 - July 1998
Skills
Fixed Annuities, Retirement Planning, Insurance, Retirement, Life Insurance, Financial Services, Estate Planning, IRAs, Long-term Care, Disability Insurance, Leadership, Mutual Funds, Investments, 401k, Term Life Insurance, Whole Life, Investment Strategies, Long Term Care Insurance, Series 6, FINRA, Sales Process, Variable Annuities, Series 24, Executive Management, Health Insurance, Series 7, 401k Rollovers, Series 65, Employee Benefits, Securities, Asset Allocation, Wealth, Small Business, Risk Management, Series 63, Pensions, Succession Planning, Alternative Investments, Personal Finance, Retirement Plan..., Roth IRA
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
Devin Arbogast Devin Arbogast's New York Life Insurance Company Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
PEI Staffing, LLC 2013 - 2015
Prince George's County Public Schools August 2009 - February 2013
Education
University of Maryland College Park 2005 — 2009
BS, Finance, General
New York Life Insurance Company March 2015 - Present
PEI Staffing, LLC 2013 - 2015
Prince George's County Public Schools August 2009 - February 2013
Education
University of Maryland College Park 2005 — 2009
BS, Finance, General
Tonya McKinney Tonya McKinney's New York Life Insurance Company Experience October 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
National MS Society October 2012 - April 2013
American Cancer Society November 2009 - September 2012
Education
University of Maryland University College 1992 — 1997
Psychology
New York Life Insurance Company October 2013 - Present
National MS Society October 2012 - April 2013
American Cancer Society November 2009 - September 2012
Education
University of Maryland University College 1992 — 1997
Psychology
Brian Yablon, ITIL®'s New York Life Insurance Company Experience February 2003 - April 2007
Job Experienced IT Infrastructure & Operations Leader & Process Owner in search of new opportinuties
Industry Information Technology and Services
Experience
Uniform Advantage October 2014 - April 2015
Uniform Advantage January 2012 - October 2014
Forward Industries November 2010 - October 2011
Sandow Media April 2005 - August 2010
New York Life Insurance Company February 2003 - April 2007
Broward County Government 2002 - 2003
nova Southeastern University 2001 - 2002
New York Life insurance Company 1999 - 2001
Skills
Security, Network Security, Networking, Data Center, Management, Microsoft Exchange, VMware, Network Architecture, Disaster Recovery, Strategic Planning, Information Technology, IT Operations, Switches, Cloud Computing, Enterprise Software, Leadership, Vendor Management, Integration, Infrastructure, Information Security, Virtualization, Enterprise Architecture, Wireless Networking, VoIP, Hardware, IT Management, Active Directory, Windows Server, High Availability, Troubleshooting, Checkpoint, MPLS, Proposal Writing, Aruba Wireless, Wyse, Digital Media, Cisco Wireless, Proxy, Acquisition Integration, Team-oriented, CA Nimsoft, ITIL, Routers, VRRP, Servers, Cisco Technologies, Firewalls, Project Management, Change Management, Strategy
Education
University of Miami 1995 — 1999
BA
Blind Brook 1992 — 1995
Uniform Advantage October 2014 - April 2015
Uniform Advantage January 2012 - October 2014
Forward Industries November 2010 - October 2011
Sandow Media April 2005 - August 2010
New York Life Insurance Company February 2003 - April 2007
Broward County Government 2002 - 2003
nova Southeastern University 2001 - 2002
New York Life insurance Company 1999 - 2001
Skills
Security, Network Security, Networking, Data Center, Management, Microsoft Exchange, VMware, Network Architecture, Disaster Recovery, Strategic Planning, Information Technology, IT Operations, Switches, Cloud Computing, Enterprise Software, Leadership, Vendor Management, Integration, Infrastructure, Information Security, Virtualization, Enterprise Architecture, Wireless Networking, VoIP, Hardware, IT Management, Active Directory, Windows Server, High Availability, Troubleshooting, Checkpoint, MPLS, Proposal Writing, Aruba Wireless, Wyse, Digital Media, Cisco Wireless, Proxy, Acquisition Integration, Team-oriented, CA Nimsoft, ITIL, Routers, VRRP, Servers, Cisco Technologies, Firewalls, Project Management, Change Management, Strategy
Education
University of Miami 1995 — 1999
BA
Blind Brook 1992 — 1995
Carl Barkley's New York Life Insurance Company Experience May 2015 - Present
Job Analyst
Industry Accounting
Experience
New York Life Insurance Company May 2015 - Present
ICS Merrill August 2014 - May 2015
Verizon Wireless June 2007 - October 2014
Skills
Customer Service, Troubleshooting, VoIP, Sales, Call Centers, Customer Satisfaction, Wireless, Telecommunications, Customer Retention, Cellular Communications, Direct Sales, CDMA, Account Management, Cold Calling, Customer Experience, Microsoft Office, Research, Management, Time Management, Leadership, PowerPoint, Team Building, Marketing, Social Media
Education
Long Island University, C.W. Post Campus 2010 — 2014
Master of Public Administration (MPA), Health/Health Care Administration/Management
University of Maryland Eastern Shore 2002 — 2006
Bachelor of Science (BS), Criminal Justice
New York Life Insurance Company May 2015 - Present
ICS Merrill August 2014 - May 2015
Verizon Wireless June 2007 - October 2014
Skills
Customer Service, Troubleshooting, VoIP, Sales, Call Centers, Customer Satisfaction, Wireless, Telecommunications, Customer Retention, Cellular Communications, Direct Sales, CDMA, Account Management, Cold Calling, Customer Experience, Microsoft Office, Research, Management, Time Management, Leadership, PowerPoint, Team Building, Marketing, Social Media
Education
Long Island University, C.W. Post Campus 2010 — 2014
Master of Public Administration (MPA), Health/Health Care Administration/Management
University of Maryland Eastern Shore 2002 — 2006
Bachelor of Science (BS), Criminal Justice
Brianne Virgona Brianne Virgona's New York Life Insurance Company Experience January 2010 - March 2010
Job Health Promotion Coordinator at Federal Occupational Health (FOH)
Industry Health, Wellness and Fitness
Experience
Federal Occupational Health (FOH) May 2015 - Present
Interactive Health, Inc March 2014 - April 2015
Interactive Health, Inc January 2013 - March 2014
Interactive Health, Inc August 2011 - January 2013
New York Life Insurance Company January 2010 - March 2010
Skills
Wellness, Nutrition, Fitness, Lifestyle, Program Management, Weight Management, Health Education, Wellness Coaching, Health Promotion, Employee Wellness, Behavior Change, Nutritional Counseling, Program Development, Nutrition Education, Public Speaking
Education
Virginia Polytechnic Institute and State University 2008 — 2010
Master’s Degree, Health Promotion
University of Maryland College Park 2000 — 2004
Bachelor’s Degree, Hearing and Speech Sciences, Minor in Linguistics
Federal Occupational Health (FOH) May 2015 - Present
Interactive Health, Inc March 2014 - April 2015
Interactive Health, Inc January 2013 - March 2014
Interactive Health, Inc August 2011 - January 2013
New York Life Insurance Company January 2010 - March 2010
Skills
Wellness, Nutrition, Fitness, Lifestyle, Program Management, Weight Management, Health Education, Wellness Coaching, Health Promotion, Employee Wellness, Behavior Change, Nutritional Counseling, Program Development, Nutrition Education, Public Speaking
Education
Virginia Polytechnic Institute and State University 2008 — 2010
Master’s Degree, Health Promotion
University of Maryland College Park 2000 — 2004
Bachelor’s Degree, Hearing and Speech Sciences, Minor in Linguistics
Sam DeNormandie's New York Life Insurance Company Experience November 2011 - May 2013
Job Regional Associate at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments June 2013 - Present
New York Life Insurance Company November 2011 - May 2013
Northwestern Mutual May 2010 - December 2011
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's Degree, Communication
F-Squared Investments June 2013 - Present
New York Life Insurance Company November 2011 - May 2013
Northwestern Mutual May 2010 - December 2011
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's Degree, Communication
Jia Huang Jia Huang's New York Life Insurance Company Experience September 2001 - February 2014
Job CoFounder & CEO, CFO at Viral Child Global Media
Industry Marketing and Advertising
Experience
Viral Child Global Media May 2014 - Present
New York Life November 2001 - March 2014
New York Life Insurance company September 2001 - February 2014
Education
University of Massachusetts, Amherst 1996 — 2000
Viral Child Global Media May 2014 - Present
New York Life November 2001 - March 2014
New York Life Insurance company September 2001 - February 2014
Education
University of Massachusetts, Amherst 1996 — 2000
Michael Ruby Michael Ruby's New York Life Insurance Company Experience May 2014 - July 2015
Job MassMutual Chicago
Industry Financial Services
Experience
MassMutual Chicago July 2015 - Present
New York Life Insurance Company May 2014 - July 2015
Callaway Golf March 2013 - June 2014
Oak Lawn Dental Center September 2011 - April 2014
Skills
Investments, IRAs, 401k, Mutual Funds, Pensions, Retirement Planning, Financial Planning, Variable Life, Variable Annuities, Whole Life, Term Life Insurance, Fixed Annuities
Education
University of Miami 2007 — 2011
Bachelor's degree
MassMutual Chicago July 2015 - Present
New York Life Insurance Company May 2014 - July 2015
Callaway Golf March 2013 - June 2014
Oak Lawn Dental Center September 2011 - April 2014
Skills
Investments, IRAs, 401k, Mutual Funds, Pensions, Retirement Planning, Financial Planning, Variable Life, Variable Annuities, Whole Life, Term Life Insurance, Fixed Annuities
Education
University of Miami 2007 — 2011
Bachelor's degree
Brad Collett's New York Life Insurance Company Experience March 2004 - May 2006
Job CEO President at Premier II home & Lawn care LLC.
Industry Construction
Experience
Premier II Home & Lawn Care LLC, March 2007 - Present
Premier II home & Lawn care September 2006 - Present
New York Life Insurance Company March 2004 - May 2006
Skills
Sales Management, Project Planning, Contract Negotiation, Budgets, Sales, Marketing, Leadership, Direct Sales, Marketing Strategy
Education
University of Massachusetts Boston 2004 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business/Corporate Communications
Premier II Home & Lawn Care LLC, March 2007 - Present
Premier II home & Lawn care September 2006 - Present
New York Life Insurance Company March 2004 - May 2006
Skills
Sales Management, Project Planning, Contract Negotiation, Budgets, Sales, Marketing, Leadership, Direct Sales, Marketing Strategy
Education
University of Massachusetts Boston 2004 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business/Corporate Communications
Doris Lopez Doris Lopez's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company November 2014 - Present
Citizens Bank May 2006 - October 2012
Citizens Bank August 2002 - May 2006
Stop & Shop June 1999 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Management, Human Resources, Leadership, Training, Sales, Retail Banking, Coaching, Finance
Education
University of Rhode Island 2005 — 2006
Current, Human Resources Management/Personnel Administration, General
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
New York Life Insurance Company November 2014 - Present
Citizens Bank May 2006 - October 2012
Citizens Bank August 2002 - May 2006
Stop & Shop June 1999 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Management, Human Resources, Leadership, Training, Sales, Retail Banking, Coaching, Finance
Education
University of Rhode Island 2005 — 2006
Current, Human Resources Management/Personnel Administration, General
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Ann Ngeth's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
AIS January 2013 - February 2014
AIS March 2008 - January 2013
Blue Raven Technology February 2003 - March 2008
Blue Raven Technology September 2000 - February 2003
Skills
401k Rollovers, Life Insurance..., Permanent Life Insurance, Term Life Insurance, Retirement Planning, Lifetime Income..., Legacy Planning, Education Funding..., Estate Planning, Fixed Annuities, Buy-sell Agreements, Business Insurance..., Key Person Protection, Gifting Strategies, Building Relationships, Account Management, Customer Satisfaction, New Business Development, Insurance, Sales Process, Cold Calling, Microsoft Office
Education
University of Massachusetts Lowell 1998 — 2000
NURSING
Lowell High School 1994 — 1998
DIPLOMA
New York Life Insurance Company November 2014 - Present
AIS January 2013 - February 2014
AIS March 2008 - January 2013
Blue Raven Technology February 2003 - March 2008
Blue Raven Technology September 2000 - February 2003
Skills
401k Rollovers, Life Insurance..., Permanent Life Insurance, Term Life Insurance, Retirement Planning, Lifetime Income..., Legacy Planning, Education Funding..., Estate Planning, Fixed Annuities, Buy-sell Agreements, Business Insurance..., Key Person Protection, Gifting Strategies, Building Relationships, Account Management, Customer Satisfaction, New Business Development, Insurance, Sales Process, Cold Calling, Microsoft Office
Education
University of Massachusetts Lowell 1998 — 2000
NURSING
Lowell High School 1994 — 1998
DIPLOMA
Ellie Malakasis Ellie Malakasis's New York Life Insurance Company Experience January 2007 - February 2009
Job Executive Assistant to the CEO
Industry Human Resources
Experience
Frontier Strategy Group June 2014 - Present
Landon School August 2010 - June 2014
Magazine & Hillman, P.C. May 2009 - July 2010
New York Life Insurance Company January 2007 - February 2009
Skills
Strategic Communications, Organizational..., Motivated self-starter, Event Planning, Recruiting, Team-oriented, Social Networking, Journalism, Public Relations, Nonprofits, Social Media, Fundraising, Public Speaking, Editing, Event Management, Customer Service, Microsoft Office
Education
University of Maryland University College
B.A., Communications with a concentration in Human Resources
Frontier Strategy Group June 2014 - Present
Landon School August 2010 - June 2014
Magazine & Hillman, P.C. May 2009 - July 2010
New York Life Insurance Company January 2007 - February 2009
Skills
Strategic Communications, Organizational..., Motivated self-starter, Event Planning, Recruiting, Team-oriented, Social Networking, Journalism, Public Relations, Nonprofits, Social Media, Fundraising, Public Speaking, Editing, Event Management, Customer Service, Microsoft Office
Education
University of Maryland University College
B.A., Communications with a concentration in Human Resources
Matthew Greenstein Matthew Greenstein's New York Life Insurance Company Experience October 2010 - December 2011
Job Adept strategist. Willful execution.
Industry Internet
Experience
One Circle Foundation September 2014 - Present
Instavest May 2015 - September 2015
GoDaddy August 2013 - May 2015
Locu, Inc. (acquire by GoDaddy) September 2011 - August 2013
New York Life Insurance Company October 2010 - December 2011
Skills
Business Development, Finance, Investments, Project Management, Portfolio Management, Financial Services, Lead Generation, Mutual Funds, Sales, Start-ups, Sales Operations, Business Strategy, Competitive Analysis, SMB Sales, CRM, Operations Management, Sales Process, Product Development, Value Propositions, Pricing, Crowdsourcing
Education
University of Massachusetts, Amherst 2005 — 2009
BS, Economics
One Circle Foundation September 2014 - Present
Instavest May 2015 - September 2015
GoDaddy August 2013 - May 2015
Locu, Inc. (acquire by GoDaddy) September 2011 - August 2013
New York Life Insurance Company October 2010 - December 2011
Skills
Business Development, Finance, Investments, Project Management, Portfolio Management, Financial Services, Lead Generation, Mutual Funds, Sales, Start-ups, Sales Operations, Business Strategy, Competitive Analysis, SMB Sales, CRM, Operations Management, Sales Process, Product Development, Value Propositions, Pricing, Crowdsourcing
Education
University of Massachusetts, Amherst 2005 — 2009
BS, Economics
Brian Seidman, CRPC®'s New York Life Insurance Company Experience December 1999 - July 2000
Job Divisional Sales Manager at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
Kristen LaGumina Kristen LaGumina's New York Life Insurance Company Experience May 2010 - September 2011
Job Territory Manager at iRhythm Technologies
Industry Medical Devices
Experience
iRhythm Technologies, Inc. April 2015 - Present
Boston Scientific March 2012 - April 2015
New York Life Insurance Company May 2010 - September 2011
THE GARLIC RESTAURANT March 2008 - September 2010
ISENBERG SCHOOL OF MANAGEMENT January 2009 - May 2010
SALTWATER WEAR August 2007 - May 2010
COOLEY DICKINSON HOSPITAL AUXILIARY September 2009 - December 2009
EMD SERONO, INC June 2009 - August 2009
RIDEBUZZ, Non January 2009 - May 2009
PLYMOUTH YACHT CLUB June 2003 - August 2008
Skills
Customer Service, Management, Training, Account Management, Marketing, Microsoft Office, Sales, Investments, Marketing Management, Medical Devices, Strategic Financial..., Teamwork, Market Research, Marketing Strategy
Education
PrepMD 2011 — 2012
Cardiac Rhythm Management
University of Massachusetts, Amherst 2006 — 2010
B.B.A; Isenberg School, Marketing; Management Marketing
iRhythm Technologies, Inc. April 2015 - Present
Boston Scientific March 2012 - April 2015
New York Life Insurance Company May 2010 - September 2011
THE GARLIC RESTAURANT March 2008 - September 2010
ISENBERG SCHOOL OF MANAGEMENT January 2009 - May 2010
SALTWATER WEAR August 2007 - May 2010
COOLEY DICKINSON HOSPITAL AUXILIARY September 2009 - December 2009
EMD SERONO, INC June 2009 - August 2009
RIDEBUZZ, Non January 2009 - May 2009
PLYMOUTH YACHT CLUB June 2003 - August 2008
Skills
Customer Service, Management, Training, Account Management, Marketing, Microsoft Office, Sales, Investments, Marketing Management, Medical Devices, Strategic Financial..., Teamwork, Market Research, Marketing Strategy
Education
PrepMD 2011 — 2012
Cardiac Rhythm Management
University of Massachusetts, Amherst 2006 — 2010
B.B.A; Isenberg School, Marketing; Management Marketing
Danielle Sky Brown Danielle Sky Brown's New York Life Insurance Company Experience January 2015 - Present
Job Passionate Agent with New York Life helping protect families in the Metro Detroit area
Industry Insurance
Experience
Wayne County Community College District March 2015 - Present
New York Life Insurance Company January 2015 - Present
Skills
LGBT Planning, Account Management, 401k Rollovers, Asset Protection, Education Funding..., Life Insurance, Building relationships, Lifetime Income..., Annuity sales, Estate Planning, Multi-generational..., Personal Finance, licensed life and..., Retirement Planning, Small Business, Problem Solving, Workshop Facilitation, Employee Benefits, Legacy planning, Key Person Protection, Fixed Annuities, Legacies, Gifting Strategies, Universal Life, Term Life Insurance, Risk Management, Insurance, Retirement, Finance
Education
University of Massachusetts Dartmouth 2012 — 2015
Juris Doctorate, Law
South University 2009 — 2012
Bachelor's degree, Criminology and Forensic Science
Wayne County Community College District March 2015 - Present
New York Life Insurance Company January 2015 - Present
Skills
LGBT Planning, Account Management, 401k Rollovers, Asset Protection, Education Funding..., Life Insurance, Building relationships, Lifetime Income..., Annuity sales, Estate Planning, Multi-generational..., Personal Finance, licensed life and..., Retirement Planning, Small Business, Problem Solving, Workshop Facilitation, Employee Benefits, Legacy planning, Key Person Protection, Fixed Annuities, Legacies, Gifting Strategies, Universal Life, Term Life Insurance, Risk Management, Insurance, Retirement, Finance
Education
University of Massachusetts Dartmouth 2012 — 2015
Juris Doctorate, Law
South University 2009 — 2012
Bachelor's degree, Criminology and Forensic Science
Noel Kellert, Senior Partner at New York Life Noel Kellert, Senior Partner at New York Life's New York Life Insurance Company Experience September 2001 - Present
Job Let's work together! Looking for Independent Advisors and sales people interested in Financial Services.
Industry Financial Services
Experience
New York Life Insurance Company September 2001 - Present
Merrill Lynch Investment Managers January 1989 - January 1996
Education
University of Maryland College Park 1985 — 1989
BA, Business
Pascack Valley High School 1981 — 1985
New York Life Insurance Company September 2001 - Present
Merrill Lynch Investment Managers January 1989 - January 1996
Education
University of Maryland College Park 1985 — 1989
BA, Business
Pascack Valley High School 1981 — 1985
Sarah Mosley Sarah Mosley's New York Life Insurance Company Experience January 2012 - Present
Job Partner at Mosley Financial Group
Industry Financial Services
Experience
Mosley Financial Group October 2012 - Present
Eagle Strategies, LLC November 2013 - Present
NYLIFE Securities, LLC October 2012 - Present
New York Life Insurance Company January 2012 - Present
Maine Healthy Beaches Program June 2006 - December 2011
New York Life Insurance Company June 1998 - December 2011
Roffer's Ocean Fishing Forecasting Services September 2004 - March 2006
Skills
Retirement Planning, Financial Services, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Protection..., Disability Insurance, Environmental Issues, Environmental Education, Volunteer Coordination, Volunteer Training
Education
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), Marine Science Affairs
University of Southern Maine 2008 — 2010
Graduate Certificate, Geographic Information Science and Cartography
Mosley Financial Group October 2012 - Present
Eagle Strategies, LLC November 2013 - Present
NYLIFE Securities, LLC October 2012 - Present
New York Life Insurance Company January 2012 - Present
Maine Healthy Beaches Program June 2006 - December 2011
New York Life Insurance Company June 1998 - December 2011
Roffer's Ocean Fishing Forecasting Services September 2004 - March 2006
Skills
Retirement Planning, Financial Services, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Protection..., Disability Insurance, Environmental Issues, Environmental Education, Volunteer Coordination, Volunteer Training
Education
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), Marine Science Affairs
University of Southern Maine 2008 — 2010
Graduate Certificate, Geographic Information Science and Cartography
Ari Teplitz's New York Life Insurance Company Experience June 2010 - July 2014
Job Financial Professional, Teplitz Financial Group
Industry Financial Services
Experience
Teplitz Financial Group July 2014 - Present
New York Life Insurance Company June 2010 - July 2014
Delaware Theatre Company March 2008 - June 2010
Kimmel Center August 2005 - February 2008
Jacob Javits Center 2000 - 2002
Jacob Javits Center 2000 - 2002
Jacob Javits Center 2000 - 2002
Skills
Personal Financial..., Non-profits, Event Planning, Wealth Accumulation, Retirement Planning, Fundraising, Annual Giving, Event Management
Education
Yale University 2002 — 2005
Master of Fine Arts, Theater Management
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sport Management
Old Bridge High School
Teplitz Financial Group July 2014 - Present
New York Life Insurance Company June 2010 - July 2014
Delaware Theatre Company March 2008 - June 2010
Kimmel Center August 2005 - February 2008
Jacob Javits Center 2000 - 2002
Jacob Javits Center 2000 - 2002
Jacob Javits Center 2000 - 2002
Skills
Personal Financial..., Non-profits, Event Planning, Wealth Accumulation, Retirement Planning, Fundraising, Annual Giving, Event Management
Education
Yale University 2002 — 2005
Master of Fine Arts, Theater Management
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sport Management
Old Bridge High School
Frank Cuzzocrea Frank Cuzzocrea's New York Life Insurance Company Experience September 2009 - November 2010
Job Personal Vacation Planner
Industry Hospitality
Experience
Carnival Cruise Lines June 2013 - Present
AutoNation March 2011 - April 2013
New York Life Insurance Company September 2009 - November 2010
Enterprise Rent-A-Car March 2007 - August 2009
Evensky & Katz May 2003 - February 2007
Skills
Insurance, Sales, Life Insurance, Employee Benefits, Nonprofits, Fixed Annuities, Long-term Care, Strategic Planning, Marketing, Team Building, Public Relations, Social Media
Education
University of Miami 1997 — 2001
BBA, Political Science & Computer Information Systems
University of Miami 1997 — 2001
BBA, Political Science
Carnival Cruise Lines June 2013 - Present
AutoNation March 2011 - April 2013
New York Life Insurance Company September 2009 - November 2010
Enterprise Rent-A-Car March 2007 - August 2009
Evensky & Katz May 2003 - February 2007
Skills
Insurance, Sales, Life Insurance, Employee Benefits, Nonprofits, Fixed Annuities, Long-term Care, Strategic Planning, Marketing, Team Building, Public Relations, Social Media
Education
University of Miami 1997 — 2001
BBA, Political Science & Computer Information Systems
University of Miami 1997 — 2001
BBA, Political Science
Faina Makler Faina Makler's New York Life Insurance Company Experience June 2006 - October 2009
Job Project Manager
Industry Executive Office
Experience
Eastern Bank May 2015 - Present
Commonwealth of Massachusetts February 2015 - May 2015
Santander Bank, N.A. April 2014 - February 2015
Banco Santander October 2011 - April 2014
Harvard Extention Business Society September 2011 - May 2013
Bank of America January 2010 - December 2010
New York Life Insurance Company June 2006 - October 2009
Skills
Investments, Customer Service, Strategic Planning, Business Strategy, Budgets, Team Leadership, Cross-functional Team..., Marketing, Operations Management, Building Relationships, Marketing Strategy, New Business Development, Business Planning, Business Analysis, Strategy, Financial Analysis, Leadership, Management Consulting, Management, Start-ups, Analysis, Risk Management, Entrepreneurship, Business Development, Competitive Analysis, Finance, Forecasting, Accounting, Project Management, Banking, Financial Services
Education
Harvard Univeristy 2011 — 2015
Masters, Finance, 3.84
University of Massachusetts Boston 2004 — 2007
BS, Management and Economics, 3.89
Eastern Bank May 2015 - Present
Commonwealth of Massachusetts February 2015 - May 2015
Santander Bank, N.A. April 2014 - February 2015
Banco Santander October 2011 - April 2014
Harvard Extention Business Society September 2011 - May 2013
Bank of America January 2010 - December 2010
New York Life Insurance Company June 2006 - October 2009
Skills
Investments, Customer Service, Strategic Planning, Business Strategy, Budgets, Team Leadership, Cross-functional Team..., Marketing, Operations Management, Building Relationships, Marketing Strategy, New Business Development, Business Planning, Business Analysis, Strategy, Financial Analysis, Leadership, Management Consulting, Management, Start-ups, Analysis, Risk Management, Entrepreneurship, Business Development, Competitive Analysis, Finance, Forecasting, Accounting, Project Management, Banking, Financial Services
Education
Harvard Univeristy 2011 — 2015
Masters, Finance, 3.84
University of Massachusetts Boston 2004 — 2007
BS, Management and Economics, 3.89
Jeffrey Werner Jeffrey Werner's New York Life Insurance Company Experience September 2010 - May 2013
Job UI Developer at McGrawHill Education
Industry Information Technology and Services
Experience
McGraw-Hill Education February 2015 - Present
Boy Scouts of America September 2010 - Present
Body Works Studio June 1995 - Present
Fidelity Investments 2013 - February 2015
New York Life Insurance Company September 2010 - May 2013
CIBER August 2009 - February 2010
Viziant Corporation September 2007 - July 2008
Third Screen Media August 2006 - June 2007
Blue River Associates February 2006 - August 2006
SuccessFactors December 2004 - February 2006
Skills
XML, JavaScript, CSS, Web Development, jQuery, MySQL, PHP, User Interface Design, HTML, SQL, HTML 5, Databases, SEO, Business Intelligence, Web Applications, User Interface, Mobile Devices, Java Enterprise Edition, Start-ups, Product Management, HTML5
Education
University of Massachusetts Dartmouth 1991 — 1995
BFA
Plymouth South High School 1989 — 1991
Electronics
McGraw-Hill Education February 2015 - Present
Boy Scouts of America September 2010 - Present
Body Works Studio June 1995 - Present
Fidelity Investments 2013 - February 2015
New York Life Insurance Company September 2010 - May 2013
CIBER August 2009 - February 2010
Viziant Corporation September 2007 - July 2008
Third Screen Media August 2006 - June 2007
Blue River Associates February 2006 - August 2006
SuccessFactors December 2004 - February 2006
Skills
XML, JavaScript, CSS, Web Development, jQuery, MySQL, PHP, User Interface Design, HTML, SQL, HTML 5, Databases, SEO, Business Intelligence, Web Applications, User Interface, Mobile Devices, Java Enterprise Edition, Start-ups, Product Management, HTML5
Education
University of Massachusetts Dartmouth 1991 — 1995
BFA
Plymouth South High School 1989 — 1991
Electronics
Stephen Anastas Stephen Anastas's New York Life Insurance Company Experience 1996 - 1997
Job Retirement Product Strategy & Consulting
Industry Financial Services
Experience
MassMutual Financial Group 2009 - Present
Anastas Consulting December 1997 - December 2008
New York Life Insurance Company 1996 - 1997
Scudder Retirement Services 1993 - 1996
Skills
ERISA, Defined Benefit, 401k, Retirement, Retirement Planning, Profit Sharing, Investments, Financial Services, Mutual Funds, Series 6, Series 7, Employee Benefits, Series 63, Process Improvement, Strategy, Retirement Plan..., Defined Contribution, Relationship Management, Investment Advisory
Education
University of Massachusetts Boston
BS, Management/Finance
MassMutual Financial Group 2009 - Present
Anastas Consulting December 1997 - December 2008
New York Life Insurance Company 1996 - 1997
Scudder Retirement Services 1993 - 1996
Skills
ERISA, Defined Benefit, 401k, Retirement, Retirement Planning, Profit Sharing, Investments, Financial Services, Mutual Funds, Series 6, Series 7, Employee Benefits, Series 63, Process Improvement, Strategy, Retirement Plan..., Defined Contribution, Relationship Management, Investment Advisory
Education
University of Massachusetts Boston
BS, Management/Finance
Steven Weinkle's New York Life Insurance Company Experience September 1991 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 1994 - Present
New York Life Insurance Company September 1991 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Financial Services, Retirement, Fixed Annuities, Investments, Small Business, Customer Service, Mutual Funds, 401k, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Leadership, Long-term Care, IRAs, Wealth Management, Securities, Personal Finance
Education
University of Miami
BA, Psycology
University of Miami
Psychology
NYLIFE Securities LLC August 1994 - Present
New York Life Insurance Company September 1991 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Financial Services, Retirement, Fixed Annuities, Investments, Small Business, Customer Service, Mutual Funds, 401k, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Leadership, Long-term Care, IRAs, Wealth Management, Securities, Personal Finance
Education
University of Miami
BA, Psycology
University of Miami
Psychology
Jonathan Bell-Feins's New York Life Insurance Company Experience April 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Viga Italian Eatery and Catering March 2014 - April 2015
Wellington Elementary School August 2012 - February 2014
University of Maryland September 2009 - May 2010
Skills
PowerPoint, Salesforce.com, Facebook, Direct Sales, Social Media, Social Media Marketing, Marketing, PowerPoint development, Public Speaking, Microsoft Office, Microsoft Excel, Word Processing, Retirement Planning, Life Insurance, Education Funding..., 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Charitable Giving, Estate Planning, Lifetime Income..., Retirement Income..., Protection...
Education
University of Massachusetts Boston 2012 — 2013
Sociology, Sociology, 3.5
University of Maryland College Park 2005 — 2010
Kinesiology, Sociology
Belmont High School 2001 — 2005
New York Life Insurance Company April 2015 - Present
Viga Italian Eatery and Catering March 2014 - April 2015
Wellington Elementary School August 2012 - February 2014
University of Maryland September 2009 - May 2010
Skills
PowerPoint, Salesforce.com, Facebook, Direct Sales, Social Media, Social Media Marketing, Marketing, PowerPoint development, Public Speaking, Microsoft Office, Microsoft Excel, Word Processing, Retirement Planning, Life Insurance, Education Funding..., 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Charitable Giving, Estate Planning, Lifetime Income..., Retirement Income..., Protection...
Education
University of Massachusetts Boston 2012 — 2013
Sociology, Sociology, 3.5
University of Maryland College Park 2005 — 2010
Kinesiology, Sociology
Belmont High School 2001 — 2005
Jason Leonard's New York Life Insurance Company Experience October 2012 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
New York Life March 2010 - October 2012
New York Life Insurance Company 2000 - October 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Protection..., Retirement Planning, Small Business, Multi-Tasking Skills, Wealth Preservation..., Communication, Thought Leadership, Investments, Training, Financial Recruiting, Hands On Leader, Series 24, Management, Life Insurance, Income Protection, Buy-sell Agreements, Risk Management, Strategy, Sales
Education
University of Massachusetts Lowell 1995 — 1999
University of Massachusetts at Lowell
New York Life Insurance Company October 2012 - Present
New York Life March 2010 - October 2012
New York Life Insurance Company 2000 - October 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Protection..., Retirement Planning, Small Business, Multi-Tasking Skills, Wealth Preservation..., Communication, Thought Leadership, Investments, Training, Financial Recruiting, Hands On Leader, Series 24, Management, Life Insurance, Income Protection, Buy-sell Agreements, Risk Management, Strategy, Sales
Education
University of Massachusetts Lowell 1995 — 1999
University of Massachusetts at Lowell
Tony Haberman's New York Life Insurance Company Experience January 1989 - December 1989
Job President at The Haberman Group, Inc.
Industry Insurance
Experience
The Haberman Group, Inc. May 1999 - Present
Mid Atlantic Medical Services, Inc. (MAMSI) January 1990 - January 1999
New York Life Insurance Company January 1989 - December 1989
Skills
Employee Benefits, Insurance, Term Life Insurance, New Business Development, Health Insurance, Health Savings Accounts, Small Business, Disability Insurance, Voluntary Employee..., Self Insurance / Level..., Large Group Employee..., Long Term Care Insurance, Individual Health..., NY Health Exchange, Workforce Planning, HRIS, Critical Illness
Education
University of Maryland College Park 1985 — 1989
Behavioral & Social Science, Economics
Robert E Peary High School 1980 — 1984
High School
The Haberman Group, Inc. May 1999 - Present
Mid Atlantic Medical Services, Inc. (MAMSI) January 1990 - January 1999
New York Life Insurance Company January 1989 - December 1989
Skills
Employee Benefits, Insurance, Term Life Insurance, New Business Development, Health Insurance, Health Savings Accounts, Small Business, Disability Insurance, Voluntary Employee..., Self Insurance / Level..., Large Group Employee..., Long Term Care Insurance, Individual Health..., NY Health Exchange, Workforce Planning, HRIS, Critical Illness
Education
University of Maryland College Park 1985 — 1989
Behavioral & Social Science, Economics
Robert E Peary High School 1980 — 1984
High School
Noble Potts's New York Life Insurance Company Experience 2011 - 2013
Job Global Account Executive at InterCall
Industry Information Technology and Services
Experience
InterCall February 2015 - Present
Softchoice June 2013 - February 2015
New York Life Insurance Company 2011 - 2013
SRM Legal February 2010 - June 2011
Merrill Corporation November 2006 - January 2010
Xerox June 2004 - November 2006
Skills
Litigation Support, Analysis, Project Management, Process Improvement, New Business Development, Consulting, Microsoft Office, Account Management, Information Technology, Adobe Creative Suite, Information Security, Cloud Computing IaaS, Disaster Recovery, Microsoft Technologies, Financial Services, Salesforce.com, CRM, Contract Negotiation, Document Management, Sales Process, Records Management, SaaS, Finance, Data Center, Solution Selling, Customer Service, Document Review, Insurance, Marketing, Legal Assistance, Enterprise Software, Business Development, Computer Forensics
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice/Police Science
Eleanor Roosevelt
Eleanor Roosevelt
InterCall February 2015 - Present
Softchoice June 2013 - February 2015
New York Life Insurance Company 2011 - 2013
SRM Legal February 2010 - June 2011
Merrill Corporation November 2006 - January 2010
Xerox June 2004 - November 2006
Skills
Litigation Support, Analysis, Project Management, Process Improvement, New Business Development, Consulting, Microsoft Office, Account Management, Information Technology, Adobe Creative Suite, Information Security, Cloud Computing IaaS, Disaster Recovery, Microsoft Technologies, Financial Services, Salesforce.com, CRM, Contract Negotiation, Document Management, Sales Process, Records Management, SaaS, Finance, Data Center, Solution Selling, Customer Service, Document Review, Insurance, Marketing, Legal Assistance, Enterprise Software, Business Development, Computer Forensics
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice/Police Science
Eleanor Roosevelt
Eleanor Roosevelt
Denise Lowsley's New York Life Insurance Company Experience September 2007 - January 2009
Job SVP, Human Resources at The Navigators Group, Inc.
Industry Human Resources
Experience
The Navigators Group, Inc. January 2009 - Present
New York Life Insurance Company September 2007 - January 2009
Liberty Mutual December 2003 - September 2007
Liberty Mutual December 2001 - December 2003
Liberty Mutual January 1999 - December 2001
Liberty Mutual November 1997 - December 1999
TJ Maxx June 1994 - July 1996
Walt Disney World September 1992 - January 1993
Tobin Catering Corporation 1990 - 1992
Skills
Executive Pay, Employee Relations, Talent Management, Business Strategy, Deferred Compensation, Organizational Design, Succession Planning, Compensation & Benefit, Human Resources, Performance Management, Insurance, Team Building, Coaching, Leadership, Personnel Management, Training, Organizational..., Management, Employee Benefits, Workforce Planning, Onboarding
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
St Joseph Central High School, Pittsfield MA 1986 — 1989
The Navigators Group, Inc. January 2009 - Present
New York Life Insurance Company September 2007 - January 2009
Liberty Mutual December 2003 - September 2007
Liberty Mutual December 2001 - December 2003
Liberty Mutual January 1999 - December 2001
Liberty Mutual November 1997 - December 1999
TJ Maxx June 1994 - July 1996
Walt Disney World September 1992 - January 1993
Tobin Catering Corporation 1990 - 1992
Skills
Executive Pay, Employee Relations, Talent Management, Business Strategy, Deferred Compensation, Organizational Design, Succession Planning, Compensation & Benefit, Human Resources, Performance Management, Insurance, Team Building, Coaching, Leadership, Personnel Management, Training, Organizational..., Management, Employee Benefits, Workforce Planning, Onboarding
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
St Joseph Central High School, Pittsfield MA 1986 — 1989
Fred Garland's New York Life Insurance Company Experience 1993 - 1997
Job Retired
Industry Insurance
Experience
. February 2014 - Present
American General 1999 - January 2014
AEGON 1997 - 1999
New York Life Insurance Company 1993 - 1997
Education
University of Massachusetts, Amherst 1966 — 1970
BS, Mathematics
. February 2014 - Present
American General 1999 - January 2014
AEGON 1997 - 1999
New York Life Insurance Company 1993 - 1997
Education
University of Massachusetts, Amherst 1966 — 1970
BS, Mathematics
Alison Micucci's New York Life Insurance Company Experience September 2002 - Present
Job Senior Managing Director, New York Life Investments
Industry Financial Services
Experience
New York Life Insurance Company September 2002 - Present
Goldman Sachs Asset Management 1999 - 2002
Prudential Financial 1995 - 1999
US Securities and Exchange Commission 1990 - 1995
Education
Western New England College School of Law 1987 — 1990
JD, Law
University of Massachusetts, Amherst 1983 — 1987
BA, Economics and Political Science, Univ. Honors Program
New York Life Insurance Company September 2002 - Present
Goldman Sachs Asset Management 1999 - 2002
Prudential Financial 1995 - 1999
US Securities and Exchange Commission 1990 - 1995
Education
Western New England College School of Law 1987 — 1990
JD, Law
University of Massachusetts, Amherst 1983 — 1987
BA, Economics and Political Science, Univ. Honors Program
Henry Dowd's New York Life Insurance Company Experience April 2007 - March 2012
Job Life and Disability Insurance
Industry Retail
Experience
New York Life Insurance Company April 2007 - March 2012
Business Networking International 2001 - 2011
Affiliated Mortgage Protection 2005 - 2007
HG Dowd & Company 1974 - 1999
Skills
Business Planning, Retirement Planning, Retirement, Financial Services, Long-term Care, Account Management, Financial Analysis, Sales Management, Customer Service, Estate Planning, Business Strategy, Team Building, Process Improvement, Management, Microsoft Excel, B2B, Small Business, Investments, Strategic Planning, Marketing, Fixed Annuities, Public Speaking, Strategic Financial..., New Business Development, Sales, Mutual Funds, Budgets, Insurance, Recruiting, Strategy, Program Management, Advertising, Entrepreneurship, Risk Management, Real Estate, Management Consulting, Social Networking, Portfolio Management, Selling, Cold Calling, Leadership, Direct Sales
Education
University of Massachusetts, Amherst 1974 — 1975
Associates Degree
University of Massachusetts, Amherst 1974 — 1975
Dover-Sherborn Highschool 1965 — 1969
New York Life Insurance Company April 2007 - March 2012
Business Networking International 2001 - 2011
Affiliated Mortgage Protection 2005 - 2007
HG Dowd & Company 1974 - 1999
Skills
Business Planning, Retirement Planning, Retirement, Financial Services, Long-term Care, Account Management, Financial Analysis, Sales Management, Customer Service, Estate Planning, Business Strategy, Team Building, Process Improvement, Management, Microsoft Excel, B2B, Small Business, Investments, Strategic Planning, Marketing, Fixed Annuities, Public Speaking, Strategic Financial..., New Business Development, Sales, Mutual Funds, Budgets, Insurance, Recruiting, Strategy, Program Management, Advertising, Entrepreneurship, Risk Management, Real Estate, Management Consulting, Social Networking, Portfolio Management, Selling, Cold Calling, Leadership, Direct Sales
Education
University of Massachusetts, Amherst 1974 — 1975
Associates Degree
University of Massachusetts, Amherst 1974 — 1975
Dover-Sherborn Highschool 1965 — 1969
David McGuire's New York Life Insurance Company Experience June 2009 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2014 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, Retirement, Life Insurance, IRAs, 401k, Investments, Financial Services, Problem Solving, Mutual Funds
Education
University of Massachusetts Dartmouth 2005 — 2009
Finance
King Philip
Eagle Strategies, LLC November 2014 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, Retirement, Life Insurance, IRAs, 401k, Investments, Financial Services, Problem Solving, Mutual Funds
Education
University of Massachusetts Dartmouth 2005 — 2009
Finance
King Philip
Peter Zaitzevsky's New York Life Insurance Company Experience September 2015 - Present
Job Financial Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
Fidelity Investments October 1991 - June 2014
Skills
Mutual Funds, Financial Services, Series 7, Investments, Retirement, Series 63, Risk Management, Securities, Trading, Customer Service, Insurance, Brokerage, Equities, Banking, Wealth Management, Risk Assessment, FINRA, Retirement Planning, Leadership, Compliance, Relationship Management, Portfolio Management, Financial Risk, Finance, Asset Management, Process Improvement, Financial Analysis, Equity Trading, Asset Allocation, Financial Planning, Microsoft Word, Microsoft Excel, Series, 401k, Fixed Income, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Disability Insurance, Whole Life Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Analysis, Business Analysis, Estate Planning, Sales
Education
University of Massachusetts Boston 1985 — 1988
Bachelor's degree, Political Science and Government, 3.1
New York Life Insurance Company September 2015 - Present
Fidelity Investments October 1991 - June 2014
Skills
Mutual Funds, Financial Services, Series 7, Investments, Retirement, Series 63, Risk Management, Securities, Trading, Customer Service, Insurance, Brokerage, Equities, Banking, Wealth Management, Risk Assessment, FINRA, Retirement Planning, Leadership, Compliance, Relationship Management, Portfolio Management, Financial Risk, Finance, Asset Management, Process Improvement, Financial Analysis, Equity Trading, Asset Allocation, Financial Planning, Microsoft Word, Microsoft Excel, Series, 401k, Fixed Income, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Disability Insurance, Whole Life Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Analysis, Business Analysis, Estate Planning, Sales
Education
University of Massachusetts Boston 1985 — 1988
Bachelor's degree, Political Science and Government, 3.1
Matt Westgate's New York Life Insurance Company Experience June 2009 - March 2010
Job Tumlare Destination Management
Industry Hospitality
Experience
Tumlare Corporation September 2012 - Present
Tumlare Corporation March 2011 - February 2013
The Beechwood Hotel March 2010 - May 2011
New York Life Insurance Company June 2009 - March 2010
Cherry Hill Golf Course May 2008 - November 2008
College Pro Painters May 2006 - October 2006
Vector Marketing May 2004 - October 2004
Skills
Event Planning, Email Marketing, Customer Service, Event Management, Sales, Hospitality, Hotels, Management, Hospitality Management, Marketing, Hospitality Industry, Leisure Travel
Education
University of Massachusetts, Amherst 2004 — 2009
Bachelors, Communications
Tumlare Corporation September 2012 - Present
Tumlare Corporation March 2011 - February 2013
The Beechwood Hotel March 2010 - May 2011
New York Life Insurance Company June 2009 - March 2010
Cherry Hill Golf Course May 2008 - November 2008
College Pro Painters May 2006 - October 2006
Vector Marketing May 2004 - October 2004
Skills
Event Planning, Email Marketing, Customer Service, Event Management, Sales, Hospitality, Hotels, Management, Hospitality Management, Marketing, Hospitality Industry, Leisure Travel
Education
University of Massachusetts, Amherst 2004 — 2009
Bachelors, Communications
Lynn A. Newman's New York Life Insurance Company Experience October 1991 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC December 1991 - Present
NYLIFE Securities LLC October 1991 - Present
New York Life Insurance Company October 1991 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology, Graduated with honors
Eagle Strategies, LLC December 1991 - Present
NYLIFE Securities LLC October 1991 - Present
New York Life Insurance Company October 1991 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology, Graduated with honors
Christopher Sheeler's New York Life Insurance Company Experience March 2005 - November 2012
Job Financial Advisor at BB&T Investment Services
Industry Investment Banking
Experience
BB&T May 2012 - Present
MassMutual Financial Group January 2014 - February 2015
Merrill Lynch November 2012 - December 2013
New York Life Insurance Company March 2005 - November 2012
MBNA June 1995 - March 2005
Skills
Retirement Planning, Insurance, Retirement, Life Insurance, Fixed Annuities, Long-term Care, Investments, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Pensions, Disability Insurance, Mutual Funds, Term Life Insurance, Financial Advisory, Risk Management, Long Term Care Insurance, Financial Planners, Wealth, Financial Planning
Education
University of Maryland College Park 1993 — 1996
Marketing, Business, Management, Marketing, and Related Support Services
BB&T May 2012 - Present
MassMutual Financial Group January 2014 - February 2015
Merrill Lynch November 2012 - December 2013
New York Life Insurance Company March 2005 - November 2012
MBNA June 1995 - March 2005
Skills
Retirement Planning, Insurance, Retirement, Life Insurance, Fixed Annuities, Long-term Care, Investments, Wealth Management, Strategic Financial..., Estate Planning, Financial Services, Pensions, Disability Insurance, Mutual Funds, Term Life Insurance, Financial Advisory, Risk Management, Long Term Care Insurance, Financial Planners, Wealth, Financial Planning
Education
University of Maryland College Park 1993 — 1996
Marketing, Business, Management, Marketing, and Related Support Services
Brian Schuman's New York Life Insurance Company Experience May 2010 - August 2010
Job H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2014 - Present
J.P. Morgan July 2011 - July 2014
New York Life Insurance Company May 2010 - August 2010
Premier Financial Advisors, Inc. May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Asset Management, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Insurance, Microsoft Excel, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Investments, Microsoft Office, Private Equity
Education
University of Miami - School of Business 2007 — 2011
Major in Finance, Minors in Accounting and Economics
H.I.G. Capital July 2014 - Present
J.P. Morgan July 2011 - July 2014
New York Life Insurance Company May 2010 - August 2010
Premier Financial Advisors, Inc. May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Asset Management, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Insurance, Microsoft Excel, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Investments, Microsoft Office, Private Equity
Education
University of Miami - School of Business 2007 — 2011
Major in Finance, Minors in Accounting and Economics
Robert Cairo's New York Life Insurance Company Experience September 2001 - August 2002
Job Account Executive Ocean Marine at Travelers
Industry Insurance
Experience
Travelers December 2012 - Present
Travelers October 2011 - December 2012
Travelers July 2008 - October 2011
Travelers June 2007 - June 2008
Esurance January 2006 - June 2007
Esurance April 2005 - January 2006
AutoOne Insurance October 2003 - March 2005
AutoOne Insurance September 2002 - October 2003
New York Life Insurance Company September 2001 - August 2002
Citi September 2000 - August 2001
Skills
Liability, Claims Management, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Litigation Management, Customer Service, Inland Marine, Marketing, Ocean Marine
Education
University of Massachusetts, Amherst 1995 — 1999
B.S, Management
University of North Carolina at Charlotte 1994 — 1995
Holy Cross High School 1990 — 1994
Travelers December 2012 - Present
Travelers October 2011 - December 2012
Travelers July 2008 - October 2011
Travelers June 2007 - June 2008
Esurance January 2006 - June 2007
Esurance April 2005 - January 2006
AutoOne Insurance October 2003 - March 2005
AutoOne Insurance September 2002 - October 2003
New York Life Insurance Company September 2001 - August 2002
Citi September 2000 - August 2001
Skills
Liability, Claims Management, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Litigation Management, Customer Service, Inland Marine, Marketing, Ocean Marine
Education
University of Massachusetts, Amherst 1995 — 1999
B.S, Management
University of North Carolina at Charlotte 1994 — 1995
Holy Cross High School 1990 — 1994
Martha C. Bazakas's New York Life Insurance Company Experience August 2009 - March 2010
Job Owner, designer at MuWz Designs
Industry Financial Services
Experience
MuWz Designs March 2010 - Present
New York Life Insurance Company August 2009 - March 2010
Unitarian Universalist Service Committee 2000 - 2001
Ceridian 1999 - 2001
Skills
Customer Service, Investments, Retirement, Insurance
Education
University of Massachusetts Boston 1994 — 1997
BA, Magna Cum Laude, Social Psychology
William Tennent High School
MuWz Designs March 2010 - Present
New York Life Insurance Company August 2009 - March 2010
Unitarian Universalist Service Committee 2000 - 2001
Ceridian 1999 - 2001
Skills
Customer Service, Investments, Retirement, Insurance
Education
University of Massachusetts Boston 1994 — 1997
BA, Magna Cum Laude, Social Psychology
William Tennent High School
Samuel Contreras's New York Life Insurance Company Experience January 2010 - May 2010
Job Client Operations at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
State Street February 2012 - August 2013
Paisano Restaurant and Bar July 2006 - February 2013
State Street January 2011 - February 2012
New York Life Insurance Company January 2010 - May 2010
Skills
Financial Reporting, Finance, Bloomberg, Financial Services, Mutual Funds, Securities, Fixed Income, Portfolio Management, Equities, Accounting, Analysis, Fund Accounting, Management, Investment Management
Education
University of Massachusetts Boston 2005 — 2008
Information Management for Finance, Finance
State Street August 2013 - Present
State Street February 2012 - August 2013
Paisano Restaurant and Bar July 2006 - February 2013
State Street January 2011 - February 2012
New York Life Insurance Company January 2010 - May 2010
Skills
Financial Reporting, Finance, Bloomberg, Financial Services, Mutual Funds, Securities, Fixed Income, Portfolio Management, Equities, Accounting, Analysis, Fund Accounting, Management, Investment Management
Education
University of Massachusetts Boston 2005 — 2008
Information Management for Finance, Finance
Jim Delmolino's New York Life Insurance Company Experience 2009 - October 2011
Job Sales Rep at The Mortgage Specialists
Industry Financial Services
Experience
The Mortgage Specialists November 2011 - Present
New York Life Insurance Company 2009 - October 2011
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning
Education
University of Massachusetts at Lowell 1999 — 2003
Mathematics & Chemistry
The Mortgage Specialists November 2011 - Present
New York Life Insurance Company 2009 - October 2011
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, Insurance, IRAs, Long Term Care Insurance, Whole Life, Estate Planning
Education
University of Massachusetts at Lowell 1999 — 2003
Mathematics & Chemistry
Russell Haws's New York Life Insurance Company Experience August 2010 - April 2012
Job HR Analyst at Dynegy
Industry Human Resources
Experience
Dynegy December 2013 - Present
St. Luke's Houston, Texas June 2013 - December 2013
Towers Watson August 2012 - April 2013
New York Life Insurance Company August 2010 - April 2012
Skills
Executive Compensation..., Compensation Planning, Stock Administration, Strategy, Microsoft Excel, Business Development, Sales, Management, Sales Operations, Budgets, Analysis, Research, Compensation Structures
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance and Marketing
London School of Economics 2008 — 2008
Foundations of Management
St. Sebastian's School
Dynegy December 2013 - Present
St. Luke's Houston, Texas June 2013 - December 2013
Towers Watson August 2012 - April 2013
New York Life Insurance Company August 2010 - April 2012
Skills
Executive Compensation..., Compensation Planning, Stock Administration, Strategy, Microsoft Excel, Business Development, Sales, Management, Sales Operations, Budgets, Analysis, Research, Compensation Structures
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance and Marketing
London School of Economics 2008 — 2008
Foundations of Management
St. Sebastian's School
Frederick J. Veeder, CLU, ChFC's New York Life Insurance Company Experience 1970 - 2015
Job The Veeder Financial Group
Industry Financial Services
Experience
The Veeder Financial Group July 1998 - Present
New York Life Insurance Company 1970 - 2015
Skills
IRA Rollovers, 401k Rollovers, Lifetime Income..., Annuity Sales, Investments, Insurance, Life Insurance, Life Insurance..., Business Insurance..., Bussiness Sucession..., Key Person Insurance, Estate Planning, Wealth Preservation..., Wealth Transfer..., Multi-generational..., Legacies, Gifting Strategies, Grandchild Gifting, Retirement Planning, Retirement, Financial Services, Licensed in Long Term..., Education Funding...
Education
University of Maryland College Park 1965 — 1970
Bachelor of Science, Finance
The Veeder Financial Group July 1998 - Present
New York Life Insurance Company 1970 - 2015
Skills
IRA Rollovers, 401k Rollovers, Lifetime Income..., Annuity Sales, Investments, Insurance, Life Insurance, Life Insurance..., Business Insurance..., Bussiness Sucession..., Key Person Insurance, Estate Planning, Wealth Preservation..., Wealth Transfer..., Multi-generational..., Legacies, Gifting Strategies, Grandchild Gifting, Retirement Planning, Retirement, Financial Services, Licensed in Long Term..., Education Funding...
Education
University of Maryland College Park 1965 — 1970
Bachelor of Science, Finance
Jenny Marcelin's New York Life Insurance Company Experience 2007 - 2008
Job Administrative Assitant/GED Coordinator at Newton Community Education
Industry Education Management
Experience
Roxbury Community College April 2011 - Present
Newton Community Education September 2010 - Present
Boston Center for Youth and Families November 2001 - Present
New York Life Insurance Company 2007 - 2008
New York Life Insurance Company 2007 - 2008
New York Life Insurance Company 2007 - 2008
New York Life Insurance Company 2007 - 2008
Boston Centers for Your and Families 2001 - 2007
Education
University of Massachusetts Boston 2003 — 2007
Bachelor of Science
Instituttion du Sacre-Coeur 1983 — 1997
High School Diploma
Roxbury Community College April 2011 - Present
Newton Community Education September 2010 - Present
Boston Center for Youth and Families November 2001 - Present
New York Life Insurance Company 2007 - 2008
New York Life Insurance Company 2007 - 2008
New York Life Insurance Company 2007 - 2008
New York Life Insurance Company 2007 - 2008
Boston Centers for Your and Families 2001 - 2007
Education
University of Massachusetts Boston 2003 — 2007
Bachelor of Science
Instituttion du Sacre-Coeur 1983 — 1997
High School Diploma
Anthony DeLucco's New York Life Insurance Company Experience February 2015 - Present
Job Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company November 2014 - February 2015
Liberty Mutual Insurance July 2014 - October 2014
Liberty Mutual Insurance January 2013 - June 2014
Liberty Mutual Insurance November 2011 - January 2013
Liberty Mutual Group June 2009 - October 2011
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Life Insurance, Fixed Annuities, Customer Service, Claim, Liability, Cold Calling, Sales, Casualty, Marketing, Account Management, Selling
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science, Communications
New York Life Insurance Company February 2015 - Present
New York Life Insurance Company November 2014 - February 2015
Liberty Mutual Insurance July 2014 - October 2014
Liberty Mutual Insurance January 2013 - June 2014
Liberty Mutual Insurance November 2011 - January 2013
Liberty Mutual Group June 2009 - October 2011
Skills
Property & Casualty..., Insurance, Underwriting, Commercial Insurance, Life Insurance, Fixed Annuities, Customer Service, Claim, Liability, Cold Calling, Sales, Casualty, Marketing, Account Management, Selling
Education
University of Massachusetts, Amherst 2002 — 2005
Bachelor of Science, Communications
Jessica L. Danner's New York Life Insurance Company Experience 2008 - 2009
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial 2009 - Present
New York Life Insurance Company 2008 - 2009
CitiStreet 2004 - 2008
Putnam Investments 2000 - 2004
Skills
Series 63, Series 7
Education
University of Massachusetts Boston 2000 — 2002
MBA
University of Massachusetts Boston 1996 — 2000
BA, English
Voya Financial 2009 - Present
New York Life Insurance Company 2008 - 2009
CitiStreet 2004 - 2008
Putnam Investments 2000 - 2004
Skills
Series 63, Series 7
Education
University of Massachusetts Boston 2000 — 2002
MBA
University of Massachusetts Boston 1996 — 2000
BA, English
Tulan Kantesaria's New York Life Insurance Company Experience June 2010 - April 2011
Job Senior Accountant at CutisPharma, Inc.
Industry Financial Services
Experience
CutisPharma, Inc. September 2014 - Present
CutisPharma, Inc. September 2012 - August 2014
TD Bank Group April 2011 - July 2012
New York Life Insurance Company June 2010 - April 2011
Srinath Inc. May 2007 - April 2010
Skills
Financial Services, Insurance, Accounting, Finance, Fixed Annuities, Financial Analysis, Underwriting, Banking, Series 6, Series 63, Annuities, Mutual Funds, Corporate Finance, Financial Reporting, Management
Education
Merrimack College 2013 — 2013
Certification, Cost accounting
University of Massachusetts Lowell 2000 — 2005
BS, Business administration
CutisPharma, Inc. September 2014 - Present
CutisPharma, Inc. September 2012 - August 2014
TD Bank Group April 2011 - July 2012
New York Life Insurance Company June 2010 - April 2011
Srinath Inc. May 2007 - April 2010
Skills
Financial Services, Insurance, Accounting, Finance, Fixed Annuities, Financial Analysis, Underwriting, Banking, Series 6, Series 63, Annuities, Mutual Funds, Corporate Finance, Financial Reporting, Management
Education
Merrimack College 2013 — 2013
Certification, Cost accounting
University of Massachusetts Lowell 2000 — 2005
BS, Business administration
Jeff Hatchman's New York Life Insurance Company Experience May 2011 - August 2011
Job Chief Financial Officer / Real Estate Investment at Pentaurus LLC
Industry Real Estate
Experience
Pentaurus LLC June 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Financial Reporting, Financial Services, Accounting, Microsoft Excel, Auditing, Analysis, Strategic Planning, Leadership, PowerPoint, Data Analysis, Microsoft Office
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Pentaurus LLC June 2012 - Present
New York Life Insurance Company May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Financial Reporting, Financial Services, Accounting, Microsoft Excel, Auditing, Analysis, Strategic Planning, Leadership, PowerPoint, Data Analysis, Microsoft Office
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Michael Trebbe's New York Life Insurance Company Experience January 1993 - January 2000
Job Sales Professional in Health and Life Insurance
Industry Insurance
Experience
Consultant February 2014 - June 2014
Feinman Insurance February 2007 - February 2014
CareFirst Blue Cross Blue Shield January 2000 - 2007
New York Life Insurance Company January 1993 - January 2000
Blue Cross Blue Shield of the National Capital Area 1984 - 1993
Red Coats, Inc. 1979 - 1984
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Insurance, Brokers, Underwriting, Life Insurance, Term Life Insurance, Long-term Care, Commercial Insurance, Property & Casualty..., Group Insurance, Health Care Reform, Workers Compensation, Legal Liability, Casualty, Reinsurance, Claim, Medicare, Long Term Care Insurance, Whole Life, Professional Liability
Education
University of Maryland College Park 1974 — 1978
Bachelor's Degree, Business Administration and Management, Minor in Acounting
Consultant February 2014 - June 2014
Feinman Insurance February 2007 - February 2014
CareFirst Blue Cross Blue Shield January 2000 - 2007
New York Life Insurance Company January 1993 - January 2000
Blue Cross Blue Shield of the National Capital Area 1984 - 1993
Red Coats, Inc. 1979 - 1984
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Insurance, Brokers, Underwriting, Life Insurance, Term Life Insurance, Long-term Care, Commercial Insurance, Property & Casualty..., Group Insurance, Health Care Reform, Workers Compensation, Legal Liability, Casualty, Reinsurance, Claim, Medicare, Long Term Care Insurance, Whole Life, Professional Liability
Education
University of Maryland College Park 1974 — 1978
Bachelor's Degree, Business Administration and Management, Minor in Acounting
Frances S. Ingram's New York Life Insurance Company Experience October 1990 - April 1994
Job Experienced Healthcare IT Professional
Industry Government Administration
Experience
U.S. Department of Labor August 2014 - Present
U.S. Department of Labor April 2009 - August 2014
Lockheed Martin November 2003 - February 2009
Independent Health Care Consultants 2002 - 2005
Affiliated Computer Services, Inc. July 2002 - November 2003
Prime Health Corporation April 1998 - June 2002
Chartered Health Plan June 1994 - April 1998
New York Life Insurance Company October 1990 - April 1994
Postmasters Benefit Plan February 1989 - October 1990
Skills
HIPAA, Leadership, Training, Medicaid, Medical Coding, Health Insurance, Project Management, Customer Service, Medicare, Healthcare Information..., Process Improvement, Medical Billing, Data Analysis, Team Leadership, Healthcare, 3M Core Software, IPPS, OPPS, HCPCS, ICD-10, CCI, Revenue Center Codes, CPT, Auditing, User Acceptance Testing, Code of Federal..., Automated Software..., Privacy Act, Policy Analysis, Team Facilitation, Process Enhancement, Procedure Development, Procedure Review, SharePoint, EDI, Claims Management, Claims Resolution, Managed Care, Business Analysis, Medical Terminology, Healthcare Management, Workers Compensation, Software Documentation, Team Building, Hospitals, Claim Investigation, Medical Compliance, Government Proposals, Dental Care, ICD-9
Education
University of Maryland University College 2003 — 2006
BS, Management Studies, 3.79
Strayer University-Maryland 2002 — 2003
Business Administraion
Dunbar Senior High School 1981 — 1984
Diploma with High Honors, College Bound Studies, 3.79
U.S. Department of Labor August 2014 - Present
U.S. Department of Labor April 2009 - August 2014
Lockheed Martin November 2003 - February 2009
Independent Health Care Consultants 2002 - 2005
Affiliated Computer Services, Inc. July 2002 - November 2003
Prime Health Corporation April 1998 - June 2002
Chartered Health Plan June 1994 - April 1998
New York Life Insurance Company October 1990 - April 1994
Postmasters Benefit Plan February 1989 - October 1990
Skills
HIPAA, Leadership, Training, Medicaid, Medical Coding, Health Insurance, Project Management, Customer Service, Medicare, Healthcare Information..., Process Improvement, Medical Billing, Data Analysis, Team Leadership, Healthcare, 3M Core Software, IPPS, OPPS, HCPCS, ICD-10, CCI, Revenue Center Codes, CPT, Auditing, User Acceptance Testing, Code of Federal..., Automated Software..., Privacy Act, Policy Analysis, Team Facilitation, Process Enhancement, Procedure Development, Procedure Review, SharePoint, EDI, Claims Management, Claims Resolution, Managed Care, Business Analysis, Medical Terminology, Healthcare Management, Workers Compensation, Software Documentation, Team Building, Hospitals, Claim Investigation, Medical Compliance, Government Proposals, Dental Care, ICD-9
Education
University of Maryland University College 2003 — 2006
BS, Management Studies, 3.79
Strayer University-Maryland 2002 — 2003
Business Administraion
Dunbar Senior High School 1981 — 1984
Diploma with High Honors, College Bound Studies, 3.79
Jasmin Patel's New York Life Insurance Company Experience October 2009 - January 2013
Job
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
Prudential Financial January 2013 - May 2015
New York Life Insurance Company October 2009 - January 2013
UBS Investment Bank August 2008 - August 2009
U.S. Civilian Research & Development Foundation June 2007 - August 2007
Education
University of Maryland College Park
Bachelor of Arts, Double Major in Government & Politics and Criminology & Criminal Justice
Prudential Financial May 2015 - Present
Prudential Financial January 2013 - May 2015
New York Life Insurance Company October 2009 - January 2013
UBS Investment Bank August 2008 - August 2009
U.S. Civilian Research & Development Foundation June 2007 - August 2007
Education
University of Maryland College Park
Bachelor of Arts, Double Major in Government & Politics and Criminology & Criminal Justice
Jean Rateau's New York Life Insurance Company Experience June 2006 - December 2008
Job Financial Service Professional
Industry Financial Services
Experience
Cammack LaRhette August 2009 - Present
New York Life Insurance Company June 2006 - December 2008
Education
University of Massachusetts Boston 1995 — 2000
Bachelor of Science
Cammack LaRhette August 2009 - Present
New York Life Insurance Company June 2006 - December 2008
Education
University of Massachusetts Boston 1995 — 2000
Bachelor of Science
Amy Marnika's New York Life Insurance Company Experience
Job Registered Financial Advisor at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company
Skills
Retirement Planning, Fixed Annuities
Education
University of Massachusetts, Amherst 1996 — 2000
BA
White Plains High School
New York Life Insurance Company
Skills
Retirement Planning, Fixed Annuities
Education
University of Massachusetts, Amherst 1996 — 2000
BA
White Plains High School
Donald Spears's New York Life Insurance Company Experience May 1989 - January 1992
Job Collections Representative at YP
Industry Marketing and Advertising
Experience
YP May 2000 - Present
MCI Corporation June 1998 - May 2000
Medaphis May 1996 - June 1998
Benefits Management Corporation January 1992 - January 1995
New York Life Insurance Company May 1989 - January 1992
Blue Cross Blue Shield of Ohio July 1982 - May 1989
Skills
Collections, Medical Billing, Accounts Receivable, Group Benefit Plans, Customer Service, Sales, Account Management, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Miami 1973 — 1982
Bachelor of Business Administration (B.B.A.), Marketing and Finance
YP May 2000 - Present
MCI Corporation June 1998 - May 2000
Medaphis May 1996 - June 1998
Benefits Management Corporation January 1992 - January 1995
New York Life Insurance Company May 1989 - January 1992
Blue Cross Blue Shield of Ohio July 1982 - May 1989
Skills
Collections, Medical Billing, Accounts Receivable, Group Benefit Plans, Customer Service, Sales, Account Management, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Miami 1973 — 1982
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Karen Eutsey's New York Life Insurance Company Experience June 2009 - Present
Job Financial Adviser at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
Dade Medical Center, Dade South Dental and Broward Dental Center September 1997 - May 2009
Education
University of Miami 1979 — 1981
Accounting
New York Life Insurance Company June 2009 - Present
Dade Medical Center, Dade South Dental and Broward Dental Center September 1997 - May 2009
Education
University of Miami 1979 — 1981
Accounting
Kathleen Lavin's New York Life Insurance Company Experience 1977 - 2012
Job Human Resources Professional
Industry Human Resources
Experience
New York Life Insurance Company 1977 - 2012
Education
University of Maryland College Park
Bachelor of Science (BS), Accounting
New York Life Insurance Company 1977 - 2012
Education
University of Maryland College Park
Bachelor of Science (BS), Accounting
Do Frank's New York Life Insurance Company Experience August 2006 - January 2012
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2012 - Present
New York Life Insurance Company August 2006 - January 2012
Education
UMass Boston 1994 — 2000
Bachelor of Science (BS), Management Information Systems and Services
MassMutual Financial Group January 2012 - Present
New York Life Insurance Company August 2006 - January 2012
Education
UMass Boston 1994 — 2000
Bachelor of Science (BS), Management Information Systems and Services
Bart R Fuller's New York Life Insurance Company Experience February 2015 - Present
Job Brokerage Services Representative. at New York Life
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
Yodle April 2014 - February 2015
Santander Bank, N.A. July 2012 - March 2013
UBS April 2008 - July 2012
AXA Financial April 2005 - October 2007
Skills
Financial Services, Trading, Margin, Options, ETFs, Fixed Annuities, Variable Annuities, Equities, Mutual Funds, Fixed Income, Separately Managed..., Corporate Actions, Customer Service, Call Centers, Back Office, CRM, Microsoft Office, KYC, Retirement, ACATS, RMDS, ACH, AML, IRAs
Education
University of Massachusetts, Amherst
University of Massachusetts, Amherst
New York Life Insurance Company February 2015 - Present
Yodle April 2014 - February 2015
Santander Bank, N.A. July 2012 - March 2013
UBS April 2008 - July 2012
AXA Financial April 2005 - October 2007
Skills
Financial Services, Trading, Margin, Options, ETFs, Fixed Annuities, Variable Annuities, Equities, Mutual Funds, Fixed Income, Separately Managed..., Corporate Actions, Customer Service, Call Centers, Back Office, CRM, Microsoft Office, KYC, Retirement, ACATS, RMDS, ACH, AML, IRAs
Education
University of Massachusetts, Amherst
University of Massachusetts, Amherst
Paul Sweigart's New York Life Insurance Company Experience June 2013 - Present
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Education
University of Maryland College Park 2011 — 2013
Bachelor of Science (BS), Finance, General
New York Life Insurance Company June 2013 - Present
Education
University of Maryland College Park 2011 — 2013
Bachelor of Science (BS), Finance, General
Justin Gilbert's New York Life Insurance Company Experience June 2012 - August 2012
Job Business Development Manager at BroanNuTone LLC
Industry Building Materials
Experience
Broan-NuTone LLC December 2014 - Present
Brown Distributing Company FL/VA November 2013 - November 2014
Firestone Complete Auto Care June 2013 - October 2013
University of Maryland August 2008 - December 2012
New York Life Insurance Company June 2012 - August 2012
Skills
Sales, Retail, Inventory Management, Customer Service, Sales Operations, Time Management, Leadership, Public Speaking, Microsoft Excel, Event Planning
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Criminology and Criminal Justice
Broan-NuTone LLC December 2014 - Present
Brown Distributing Company FL/VA November 2013 - November 2014
Firestone Complete Auto Care June 2013 - October 2013
University of Maryland August 2008 - December 2012
New York Life Insurance Company June 2012 - August 2012
Skills
Sales, Retail, Inventory Management, Customer Service, Sales Operations, Time Management, Leadership, Public Speaking, Microsoft Excel, Event Planning
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (BA), Criminology and Criminal Justice
Earl L Dixon's New York Life Insurance Company Experience January 2009 - January 2010
Job Experienced Financial Services Representative
Industry Financial Services
Experience
D Allen Dixon Investments and Holdings March 2014 - Present
H&R Block November 2011 - May 2012
New York Life Insurance Company January 2009 - January 2010
Merrill Lynch October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Personal Financial..., Retirement Planning, Retirement, Access
Education
University of Maryland University College
Bachelor's Degree, Information Science/Studies
ITT Technical Institute Liverpool, NY
Associate's Degree, Computer Programming
Investment Banking Institute
Financial Modeling and Business Valuation
Sawyer School of Business
Associate's Degree, Business and Accounting
D Allen Dixon Investments and Holdings March 2014 - Present
H&R Block November 2011 - May 2012
New York Life Insurance Company January 2009 - January 2010
Merrill Lynch October 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Personal Financial..., Retirement Planning, Retirement, Access
Education
University of Maryland University College
Bachelor's Degree, Information Science/Studies
ITT Technical Institute Liverpool, NY
Associate's Degree, Computer Programming
Investment Banking Institute
Financial Modeling and Business Valuation
Sawyer School of Business
Associate's Degree, Business and Accounting
John DiGregorio's New York Life Insurance Company Experience March 2015 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
Rasmussen College June 2010 - March 2015
J and J Enterprises of Palm Harbor March 2002 - September 2010
Bee Clean Cleaners March 1993 - February 2002
Enterprise Rent-A-Car September 1987 - January 1992
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Risk Management, Customer Retention, Insurance, Team Building, Marketing, Small Business, Marketing Strategy, Time Management
Education
University of Miami - School of Business 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
New York Life Insurance Company March 2015 - Present
Rasmussen College June 2010 - March 2015
J and J Enterprises of Palm Harbor March 2002 - September 2010
Bee Clean Cleaners March 1993 - February 2002
Enterprise Rent-A-Car September 1987 - January 1992
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Risk Management, Customer Retention, Insurance, Team Building, Marketing, Small Business, Marketing Strategy, Time Management
Education
University of Miami - School of Business 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Ben Hoisington's New York Life Insurance Company Experience Business OwnerHoisington Insurance And Financial ServicesAugust 2006 - March 2015
Job Wealth Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Business OwnerHoisington Insurance And Financial ServicesAugust 2006 - March 2015
Skills
Ballroom/Latin Dance, Poker Player, Fixed Annuities, Life Insurance, Investments, Retirement, Wealth, Insurance, Wealth Management, Business, Financial Planning, Leadership, Property and Casualty..., Balroom/Latin Dancing
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Fine Arts and History, 3.5 Gpa
New York Life Insurance Company Business OwnerHoisington Insurance And Financial ServicesAugust 2006 - March 2015
Skills
Ballroom/Latin Dance, Poker Player, Fixed Annuities, Life Insurance, Investments, Retirement, Wealth, Insurance, Wealth Management, Business, Financial Planning, Leadership, Property and Casualty..., Balroom/Latin Dancing
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's Degree, Fine Arts and History, 3.5 Gpa