New York Life Insurance Company
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Provident Inc./Life Crisis Services November 2014 - Present
New York Life Insurance Company May 2014 - November 2014
St. Louis County Police Department January 2011 - April 2014
St. Louis County Police Department December 2005 - April 2014
Skills
Leadership, Relationship Building, Communication, Creative Problem Solving, Skilled Multi-tasker, Problem Solving, Public Speaking, Writing
Education
Washington University in St. Louis 2013 — 2016
Master of Social Work (M.S.W.), Mental Health and Management
University of Missouri-Saint Louis 2001 — 2008
Bachelor of Science (BS), Criminology
University of Missouri-Saint Louis 2001 — 2008
Bachelor of Arts (BA), Psychology
St. Elizabeth Academy High School 1997 — 2001
High School
Judith von Hopf, Inc. April 2013 - Present
STUDIO Presley Lighting May 2012 - April 2013
Lusive Decor June 2012 - March 2013
New York Life Insurance Company December 2011 - May 2012
STUDIO Presley Lighting October 2010 - September 2011
Fuse Lighting April 2008 - February 2010
Pacific Design Center May 2004 - April 2008
Ann-Morris Antiques February 2001 - October 2003
Abercrombie & Fitch September 2000 - February 2001
Skills
Furniture, Lighting, Social Media, Interior Design, Product Development, Sales, Space planning, Sales Management, Industrial Design
Education
University of Michigan
Bachelor of Arts, Communication Studies major
Ricoh Americas Corporation June 2015 - Present
New York Life Insurance Company May 2014 - May 2015
Line 1 Partners December 1998 - June 2012
Cabling Services Corporation February 1998 - December 1998
ESI Cabling Services, Inc. August 1994 - February 1998
Skills
Direct Sales, Account Management, Small Business, Supplements to Employee..., Protection Planning /..., Building Relationships, Annuity Sales, Life Insurance..., Asset Protection, Risk Management, Customer Insight, Problem Solving, Cold Calling, Marketing, Team Building, Contract Negotiation, Sales, Marketing Strategy, Business Development, Program Management, Project Management, Networking, Relationship Building
Education
University of Minnesota-Duluth 1988 — 1993
Macroeconomics
Hastings High School 1985 — 1988
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company August 2013 - Present
CRAVE Restaurant October 2009 - August 2013
Hanratty and Associates April 2007 - May 2011
Redstone American Grill May 2000 - July 2008
Jobdig Employment Newspaper October 2005 - April 2007
Skills
401(k) rollovers, Annuity Sales, Asset Protection, Building Relationships, Communication, Customer Retention, Customer Satisfaction, Education Funding..., Financial Services, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Key Person Insurance, Lead Generation, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Protection..., Retirement Planning, Sales, Term Life Insurance, Social Networking, Marketing Strategy, Relationship Building, Analysis, Retirement, Life Insurance, Process Improvement
Education
University of Minnesota-Twin Cities 1997 — 2003
Bachelor's Degree, Communications and Spanish
First Command Financial Services June 2013 - Present
New York Life Insurance Company March 2009 - May 2013
American Mortgage Network, a division of Bexil American Mortgage Inc November 2012 - February 2013
Timberland Mortgage/Eagle Fncl June 1998 - November 2007
Skills
Client and Territory..., Sales..., Problem..., Finance..., Team Building..., Project Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor's Degree, Journalism - Advertising
Hill-Murray High School 1983 — 1986
H.S. Diploma, General
VALIC October 2013 - Present
NYLIFE Securities LLC April 2011 - October 2013
New York Life Insurance Company April 2011 - October 2013
First Investors Corporation January 2005 - January 2011
College Pro Painters August 2003 - August 2004
College Pro Painters June 2003 - August 2003
Skills
Asset Allocation, College Education..., Disability Insurance, Estate Planning, Personal Financial..., Fixed Annuities, Variable Annuities, Life Insurance, Investments, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Management, 401k Rollovers, IRAs, Term Life Insurance, Whole Life, Small Business, Protection..., Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Asset Protection, Succession Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
B.A., Economics
Colonial Life August 2015 - Present
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC April 2015 - August 2015
Stars & Stripes Alaska Edition March 2014 - April 2015
Anchorage Press May 2010 - February 2014
Alaska Newspapers Inc November 2009 - April 2010
Morris Communications Alaska March 2007 - November 2009
Anchorage Daily News April 2005 - March 2007
Anchorage Daily News March 2003 - April 2005
Various July 1986 - May 2003
Skills
Life Insurance, Retirement Planning, Advertising, Newspapers, Social Media, Digital Media, Media Relations, Media Planning, Advertising Sales, Marketing Communications, Journalism, Public Relations, Publishing, Online Advertising, Social Media Marketing, Newsletters
Education
University of Minnesota-Morris 1979 — 1980
Mitchell High School 1976 — 1979
College Prep
Park Dental June 2015 - Present
University of Minnesota School of Dentistry September 2013 - August 2015
Allina Health August 2014 - May 2015
Silver Lake Smile Family Dentistry November 2012 - September 2013
Glenn Hultstrand, DDS January 2012 - November 2012
New York Life Insurance Company September 2011 - April 2012
Kim Tong Translation Services June 2009 - December 2011
University of Minnesota Department of Genetics, Cell Biology and Development May 2010 - January 2011
Skills
Healthcare Management, Public Health, Health Insurance, Consulting, Health Policy, Data Analysis, Biology, Research, Dentistry, Leadership, Interpreting, Communication, Laboratory Skills, Population Health, Clinical Research
Education
University of Minnesota-School of Public Health 2013 — 2015
Masters of Public Health, Public Health, Administration and Policy
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, Biology/Biological Sciences, General
New York Life Insurance Company December 2011 - Present
New York Community Bank May 1998 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Mumbai 1965 — 1968
Chemistry/Physics
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company July 2012 - August 2013
New York Life Insurance Company September 2007 - July 2012
SHI February 2007 - September 2007
Skills
Insurance, Excel, Competitive Analysis, Product Marketing, Sales Analytics, Universal Life, Whole Life, Term Life Insurance, Microsoft Office, Marketing Communications, Market Research, Product Management, Microsoft Excel, Business Analysis, Product Development, Life Insurance, Business Analytics, Project Management, Variable Life, Six Thinking Hats, Social Networking, Social Media, Social Media..., Social Media Marketing, Training, Analysis, Financial Services, Fixed Annuities, Management, Account Management, Retirement, Public Speaking
Education
University of Michigan 2003 — 2006
Bachelor of Arts - Communications, Marketing/Public Relations
Aquinas
University of Minnesota September 2014 - Present
New York Life Insurance Company May 2014 - August 2014
China Construction Bank July 2013 - August 2013
Lexus June 2013 - July 2013
Zhengyi real estate May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Research, SAS, R, Stata, SQL, Problem Solving, Analysis, Communication, Interpersonal Skills, Java, Access
Education
University of Minnesota-Twin Cities 2010 — 2015
Bachelor of Arts (BA), Double majors in Mathematics with Actuarial Specialization and Statistics, Minor in Economics
Qingdao NO.2 High School
Deryl Pendleton and Associates November 2014 - Present
New York Life Insurance Company June 2013 - October 2014
Community Assistance Program April 2011 - May 2013
Altapointe Health Systems 2004 - 2008
Skills
Social Media Marketing, Graphic Design, Social Networking, Marketing Strategy, Marketing, Customer Service, Strategic Planning, Public Speaking, SEO, Web Design, Online Advertising, Social Media, Editing, Web Development, Video Editing, Team Building, CSS, E-commerce, Microsoft Office, Management
Education
University of Mobile 1977 — 1982
Bachelor of Arts (B.A.), Sociology
New York Life Insurance Company July 2014 - Present
O'Fallon Chamber of Commerce May 2013 - Present
DSH Group LLC February 2010 - June 2014
Reliv International Inc July 2011 - July 2012
Reliv International Inc June 2001 - January 2010
Reliv International Inc April 1995 - May 2001
Reliv International Inc July 1992 - March 1995
Skills
Leadership, Management, Small Business, Team Leadership, Account Management, Problem Solving, Networking, Time Management, Life Insurance..., Sales Operations, Relationship Management, Teamwork, Risk Management, Service Delivery, Thought Leadership, Strategic Planning, Social Media Marketing, Public Speaking, Finance, Microsoft Office, Social Networking, Start-ups, Project Management
Education
Saint Louis University, John Cook School of Business 1979 — 1982
Master of Business Administration (MBA), Accounting and Finance, Graduated Magna Cum Laude
ProTrain LLC 2010 — 2011
Six Sigma Black Belt Certificate, ASQ Certified Six Sigma Process Improvement Methods
University of Missouri-Saint Louis 1972 — 1976
BSBA, Accounting
New York Life Insurance Company August 2014 - Present
Camp Carolina 2010 - 2011
Education
University of Mississippi
Bachelor of Arts (B.A.), Liberal Arts and Liberal Studies
New York Life Insurance Company September 2014 - February 2015
The Exchange June 1982 - June 2014
Skills
Leadership, Management, Supervisory Skills, Financial Analysis, Business Planning, Operating Budgets, Customer Service, Microsoft Office, Marketing, Sales, Team Building, Insurance, Operations Management, Profit, Multi-Unit, 401k Rollovers, Annuity Sales, Asset Protection, Retirement Planning, Investments
Education
University of Missouri-Columbia 1978 — 1982
BSBA, Business Administration and Management, General
Allstate Insurance Company January 2007 - Present
Allstate August 2003 - January 2007
Shelter Ins Co January 2000 - July 2003
Firemans Fund Insurance Company December 1998 - December 1999
Safeco Insurance September 1996 - December 1998
Safeco Insurance June 1994 - September 1996
New York Life Insurance Company June 1993 - June 1994
Shelter Insurance June 1990 - June 1993
Skills
Insurance, Leadership, Sales, Property & Casualty..., Management, Business Planning, Life Insurance, Claim, Recruiting, Commercial Insurance, Marketing Strategy, General Insurance, Property and Casualty..., Life and Health license, Series 63, Series 26, Series 51, Analysis, Casualty, Customer Retention, Customer Service, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Homeowners, Interviews, Liability, Long-term Care, Property, Retirement Planning, Sales Operations, Series 6, Small Business, Term Life Insurance, Time Management, Umbrella Insurance, Underwriting, Workers Compensation, Casualty Insurance
Education
University of Missouri-Columbia 1986 — 1990
BA, Psychology
Guardian Life / Alpine Financial Services Group November 2013 - Present
Samsung Life Insurance July 2010 - December 2012
Merrill Lynch February 2007 - April 2009
New York Life Insurance Company December 2003 - May 2006
The Nielsen Company September 1999 - December 2003
Education
University of Michigan
Master, Applied Statistics
Fairview Health Services January 2015 - Present
New York Life Insurance Company November 2014 - December 2014
AMC Drug Testing May 2014 - October 2014
AMC Drug Testing January 2014 - May 2014
Crate & Barrel September 2012 - February 2014
Alarm.com April 2013 - August 2013
The Ear, Nose and Throat Clinic & Hearing Center November 2012 - April 2013
University of Minnesota June 2012 - September 2012
TJ Maxx May 2008 - September 2010
Skills
Bilingual-English/Spanis..., Volunteering, Community Outreach, Critical Thinking, Teamwork, Customer Service, Spanish, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Retail Sales, Time Management, Social Media, PowerPoint
Education
University of Minnesota-Twin Cities 2010 — 2012
Bachelor of Arts (BA), Spanish Studies
Wartburg College 2009 — 2010
Social Work and Spanish
Burnsville High School 2006 — 2009
High School, General Studies
New York Life Insurance Company June 2012 - May 2014
Wilks Broadcasting October 2009 - June 2012
Von Maur October 2008 - October 2009
Cumulus Media 2003 - 2008
Education
University of Missouri-Columbia
Bachelor of Science, Fashion Merchandising
New York Life Insurance Company May 2015 - Present
Sioux Falls Skyforce May 2014 - Present
Herbalife January 2014 - Present
NBA Development League- Sioux Falls Skyforce June 2014 - May 2015
Privileged Model Management July 2012 - July 2014
Lifetime Fitness December 2012 - September 2013
OSR Physical Therapy March 2012 - August 2012
Minnesota Vikings (NFL) April 2008 - March 2009
Sioux Falls Skyforce-NBAD-League April 2004 - April 2008
Year Round Brown January 2000 - July 2006
Skills
Customer Service, Event Planning, Team Building, Coaching, Fitness, Social Networking, Team Leadership, Time Management, Health Insurance, Cpr Certified, Public Speaking, Sales Process, Personal Training, Medical Terminology, Administrative..., Fitness Training, Supervisory Skills, Supervisory Experience, Health Education, Nutrition, Dance, Dance Instruction, Social Media, Microsoft Office, Facebook, Medical Billing, Problem Solving, Event Management, Leadership, Life Insurance
Education
National Academy of Sports Medicine 2014 — 2015
Certified Personal Trainer
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Science, Psychology
National Association of Medical Sales Representatives
University of Mississippi November 2014 - July 2015
New York Life Insurance Company September 2014 - March 2015
FNC Inc. (Financial Neural Computing) November 2005 - March 2014
MCI Corporation (formerly WorldCom) October 2001 - July 2005
Loral Space and Range Systems (formerly Ford Aerospace) November 1989 - June 1994
United States Navy September 1983 - August 1988
Skills
Life Insurance, Financial Services, Financial Analysis, Business Analysis, Business Intelligence, Business Strategy, Process Improvement, Analysis, Product Management, Project Management, Agile Methodologies, Scrum, SDLC, Databases, SQL, XML, Visio, Data Analysis, Management
Education
University of Mississippi - School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Management Information Systems and Marketing
University of Mississippi - School of Business Administration 1994 — 1999
Bachelor of Business Administration (BBA), Management Information Systems and Management
Sabal Financial Group LP November 2012 - Present
Arch Bay Capital January 2011 - June 2012
JP Morgan Chase December 2009 - December 2010
Rio Company June 2008 - May 2009
New York Life Insurance Company September 2005 - August 2007
Samsung America, Inc. April 2002 - September 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Asset Managment, Investments, Due Diligence, Portfolio Management, Underwriting, Loans, Bloomberg, Real Estate, Corporate Finance, Credit, Fixed Income, Capital Markets, Risk Management, Real Estate Economics, Structured Finance, Mortgage Lending, Investment Banking, Analysis, Finance, Asset Management, Forecasting, Mortgage Banking
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA
University of Michigan 1997 — 2001
BA
New York Life Insurance Company January 2004 - Present
New York Life Insurance Company June 1990 - January 2004
Century 21 Gray Real Estate January 1974 - October 1984
Skills
ABR, Investments, Negotiation, Marketing, Referrals, Insurance, Project Management, Finance, Team Leadership, Small Business
Education
University of Missouri-Columbia 1968 — 1970
Master of Science (M.S.), Geography
William Woods University 1964 — 1968
Bachelor of Arts, Geograph and Elementary Education
Swarthmore High School
Simcox Financial Group, LLC 2008 - Present
New York Life Insurance Company 2004 - Present
NYLIFE Securities, LLC 2004 - Present
Mutual of New York (The MONY Group) 2002 - 2004
Lucent 1997 - 2002
Skills
Retirement Planning, Estate Planning, Investments, Insurance, Asset Protection, Succession Planning, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Small Business, Wealth Preservation..., Mutual Funds, Fixed Annuities, IRAs, Financial Planners, Wealth, Strategic Financial..., 401k, Wealth Management, Life Insurance, Financial Planning
Education
University of Michigan
Economics & Political Science
New York Life Insurance Company December 2011 - Present
Hanratty & Associates October 2006 - November 2011
JobDig June 2006 - September 2007
Skills
Account Management, Insurance, Health Insurance, Sales, Customer Service, Life Insurance, Cold Calling, Marketing, Salesforce.com, Employee Benefits, New Business Development, Disability Insurance
Education
University of Minnesota-Twin Cities 1996 — 2002
Bachelor of Arts, Communications
University of Minnesota-Twin Cities 1996 — 2001
Bachelor of Arts, Speech Communication
MetLife Premier Client Group of The South April 2014 - Present
New York Life Insurance Company November 2013 - April 2014
Farmers Insurance & Financial Services April 2011 - June 2013
Farmers Insurance 2008 - May 2011
Farmers Insurance 2008 - 2009
Skills
Insurance, Property & Casualty..., Term Life Insurance, Recruiting, Commercial Insurance, Selling, Life Insurance, Special Needs Planning, Retirement Planning, Career Development, Umbrella Insurance, Casualty, Health Insurance, Disability Insurance, Fixed Annuities, Financial Services, 401k, General Insurance, Sales, Estate Planning
Education
University of Montevallo 1993 — 1999
Bachelor of Science (B.S.)
thompson high school
Surgical Solutions March 2013 - Present
Neuromaxx Surgical Inc. - Distributor for Stryker September 2011 - February 2013
New York Life Insurance Company July 2010 - August 2011
Education
University of Mississippi 2008 — 2010
M.S., Exercise Science
University of Mississippi 2004 — 2008
B.S., Exercise Science
OneSouth Financial Group, a General Agency of the Companies of OneAmerica October 2014 - Present
New York Life Insurance Company July 1997 - September 2014
Education
University of Mississippi - School of Business Administration 1989 — 1993
Business, Marketing
The Hanover Insurance Group June 2015 - Present
The Hanover Insurance Group May 2012 - Present
New York Life Insurance Company December 2011 - July 2012
American General Life and Accident March 2009 - December 2011
Enterprise Rent-A-Car July 2005 - February 2009
Millington Insurance Agency November 2003 - November 2005
Skills
Sales, Insurance, Customer Service, Term Life Insurance, Life Insurance, Sales Management, Leadership, Fixed Annuities, Team Building, Disability Insurance
Education
University of Michigan-Flint 1998 — 2004
Bachelors, Business
Lapeer East Highschool 1994 — 1998
HS, College Prepatory
New York Life Insurance Company November 1982 - Present
New York Life Insurance Company November 1982 - January 2015
Skills
Insurance, Customer Service, Sales, Leadership, Life Insurance, Investments, Marketing, Team Building, Financial Services, Small Business, Term Life Insurance, Whole Life, Protection Planning, Wealth Preservation..., Succession Planning, Education Funding, Retirement Planning
Education
University of Mumbai 1974 — 1976
Master of Arts (M.A.), Ecomnmics
Dastur Girls High Scholl 1964 — 1970
Matriculation
The Clorox Company October 2014 - Present
New York Life Insurance Company May 2012 - August 2014
Bloomingdale's June 2013 - August 2013
High 5 Tickets to the Arts September 2007 - July 2012
Brooklyn International Film Festival May 2011 - July 2011
Skills
Marketing, Social Media, Social Media Marketing, Data Analysis, Leadership, Market Research, Research
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
The Bronx High School of Science
New York Life December 2001 - Present
New York Life Insurance Company November 2001 - Present
MetLife July 1994 - November 2001
Skills
Leadership, Recruiting, Time Management, Coaching, Leadership Development, Fixed Annuities, Disability Insurance, IRAs, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Retirement Planning, Roth IRA, Life Insurance, Retirement, Small Business, 401k
Education
University of Missouri-Columbia 1990 — 1994
BSBA, Management
University of Missouri-Columbia, College of Business 1990 — 1994
New York Life Insurance Company June 2014 - August 2014
Little Szechuan January 2014 - June 2014
University of Minnesota September 2013 - May 2014
Xin Si Wei December 2009 - July 2010
Qingdao University January 2010 - May 2010
Xin Si Wei July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, Research, Microsoft Office, PowerPoint, Matlab, English, Economics, Windows, Facebook, Java, Stata, HTML, SQL, Public Speaking
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor's Degree, Actuarial Science, 3.77
Scotiabank August 2015 - Present
Ontario Ministry of Education August 2013 - August 2015
Sapiens North America February 2012 - August 2013
Principal Financial Group September 2004 - September 2011
Principal Financial Group June 2003 - September 2004
American Express January 2003 - May 2003
New York Life Insurance Company August 2002 - December 2002
AEGON Americas March 1998 - May 2002
Syntel November 1996 - March 1998
Godrej Infotech Ltd. November 1995 - November 1996
Skills
Software Project..., PMP, SDLC, SharePoint, MS Project, Scrum, Quality Center, JIRA, Primavera P6, DB2, Java, SOA, JSF, Hibernate, SQL, EJB, Struts, XML, IceFaces, JSP, Servlets, WebSphere Application..., JBoss Application Server, RAD, WSAD, MyEclipse, JDBC, Stored Procedures, ClearCase, Tortoise SVN, Liferay, Mainframe, Unix
Education
Bombay University 1991 — 1995
Bachelor of Engineering (BE), Electronics Engineering
New York Life Insurance Company March 2009 - Present
BI Worldwide January 2007 - February 2009
Coldwell Banker Burnet 2001 - 2007
Xpedior April 2000 - August 2001
Fair Isaac January 1998 - April 2000
Skills
Estate Planning, Retirement Planning, Annuity, Insurance, Securities, Long Term Care, Funding, Fixed Annuities, Employee Benefits, Finance, Financial Services, Long-term Care, Small Business, Leadership, Marketing, Strategic Financial..., Selling, Recruiting, Sales, Mutual Funds, Strategic Planning, CRM, Interviews, Financial Analysis, Cold Calling, Direct Marketing, Term Life Insurance, Consulting, Manage Client..., Investments, Financial Planning
Education
University of Minnesota-Twin Cities 1994 — 1999
BA, Psychology and International Relations
rocori highschool
Arvest Bank April 2014 - Present
Arvest Bank January 2013 - April 2014
Arvest Bank February 2012 - February 2013
New York Life Insurance Company October 2011 - February 2012
Edward Jones January 2010 - October 2011
Skills
Public Speaking, Customer Service, Sales, Financial Analysis, Depository Services, Financial Advisory, Corporate Finance, Personal Finance, Investment Banking, Banking, Retail Banking, Commercial Banking, Private Banking, Financial Services, Loans, Insurance, Small Business, Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Commercial Lending, Lines Of Credit, Loan Origination, Cross Selling
Education
University of Missouri-Columbia 2005 — 2010
Bachelor of Arts in Economics, Emphasis in Finance
Xerox December 2012 - Present
Regions Bank December 2007 - December 2012
Oce September 2006 - December 2007
New York Life Insurance Company September 2006 - September 2007
Kraft Foods Group September 1997 - June 2004
CDS Office Technologies 1995 - 1997
Skills
Sales, Sales Management, Leadership, New Business Development, Banking, Credit, Customer Service, Selling, Loans, Sales Operations, Managed Print Services, Account Management, Strategy, Enterprise Software, Salesforce.com, Business Development, Life Insurance, Insurance, Employee Management, Consumer Lending, Information Technology, Cloud Computing, Relationship Building, Territory Account..., Cloud Technology, print strategy, Cross Selling, Mobile Print, Logistics, C Level Selling, Management, Team Building, Marketing, CRM, SaaS, Consumer Products, Grocery, Key Account Management, Forecasting
Education
Webster University 2001 — 2004
Masters Degree, Marketing
University of Missouri-Saint Louis 1989 — 1995
BSBA, Marketing and Management, Minor in Communications
TruGreen February 2012 - Present
New York Life Insurance Company March 2009 - August 2011
TruGreen Limited Partnership February 2008 - December 2008
International Atomic Energy Agency/United Nations October 2006 - November 2007
FHWien (University of Applied Sciences of WKW) February 2006 - November 2007
Outside Looking In September 2005 - November 2007
Berlitz Language School September 2005 - February 2007
Skills
Business Development, Small Business, Management, Marketing, Budgets, Training, Account Management, Cold Calling, Sales, Research, Insurance, Analysis, Negotiation, Non-profits
Education
Webster University (AT)
Master of Arts, International Business
University of Nebraska at Omaha
Bachelor of Arts, International Studies and German
Rutgers Cancer Institute of New Jersey May 2015 - Present
Rutgers Cancer Institute of New Jersey April 2014 - April 2015
New York Life October 2013 - February 2014
New York Life Insurance Company October 2013 - February 2014
Imperial A.I. Credit Companies July 2007 - February 2013
Imperial Credit Corp June 2007 - May 2012
Bristol Myers Squib 2005 - 2007
Credit Suisse First Boston June 2004 - January 2005
Merrill Lynch May 1998 - April 2003
Barclays Capital. – New York, NY March 1996 - December 1997
Skills
Windows 7, XP, Active Directory, System Administration, VMware, Thin Clients, Outlook, SDLC, VMware View, Unix, Microsoft Exchange, Thin, Access, Security, Powershell, Disaster Recovery, Citrix, Solaris, Vendor Management, DNS, SQL, Visio, DHCP, ITIL, BMC Remedy, Microsoft SQL Server, IIS, Project Management, VBScript, Business Analysis, Servers, Software Documentation, VPN, Computer Hardware, Network Administration, Technical Support, Blackberry Enterprise..., Enterprise Architecture, Networking, Software Installation, Windows, Virtualization, IT Management, Testing, Help Desk Support, System Deployment, Troubleshooting, Information Technology, Altiris, Blackberry
Education
University of Mumbai 1974 — 1978
B. Com, Accounts, Economics
Hill Brothers Transportation April 2010 - Present
Greater Omaha Express February 2010 - April 2010
New York Life Insurance Company June 2009 - January 2010
Werner Enterprises August 1999 - March 2009
Werner Enterprises January 2000 - January 2002
Werner Enterprises August 1999 - January 2000
American Truck Dispatch January 1997 - January 1999
Ag Processing Inc January 1996 - January 1997
Ag Processing Inc January 1995 - January 1996
Ag Processing Inc January 1994 - January 1995
Skills
Transportation, Customer Satisfaction, Troubleshooting, Program Management, Team Building, Strategic Planning, Logistics, Customer Service, Account Management, Operations Management, Sales Management, New Business Development, Management, CRM, Transportation...
Education
ICS Computer School 1987 — 1988
Computer Programming
University of Nebraska at Omaha 1982 — 1983
Independant Insurance Agent October 2003 - Present
State Farm 2012 - 2013
New York Life Insurance Company 2011 - 2012
State Farm 2003 - 2008
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Insurance, Fixed Annuities, Health Insurance, Property & Casualty..., Long-term Care, Whole Life, Universal Life, Umbrella Insurance, Long Term Care Insurance, General Insurance, Underwriting, Retirement
Education
University of Michigan
Bachelor, Political Science
New York Life Insurance Company January 2007 - Present
Crump Insurance January 2007 - Present
Ash Brokerage January 2007 - Present
CSI / Specialty Field Services March 2002 - October 2006
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Insurance, Disability Insurance, Long-term Care, Employee Benefits, 401(k) Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Small Business, Succession planning, Wealth Preservation..., At Retirement Funding, Mortgage Protection, Disability, Life Insurance
Education
University of Michigan-Flint
University of Mississippi Medical Center May 2015 - Present
Magnolia State Bank January 2013 - May 2015
Gas South September 2011 - November 2012
New York Life Insurance Company April 2010 - January 2011
Buckhead Wealth Management, LLC June 2009 - August 2009
Skills
Analysis, Sales, Finance
Education
University of Mississippi 2005 — 2009
MS Bachelor, Business Administration; Managerial Finance
New York Life Insurance Company 2014 - Present
John Hancock Life Insurance Company (U.S.A.) 2006 - 2013
John Hancock Life Insurance Company (U.S.A.) 1997 - 2006
Bay Financial Associates 1991 - 1996
Skills
Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement, Risk Management, Leadership, Management, Strategy, Change Management, Financial Services, Strategic Planning, Sales, Marketing, Operations Management, Retirement Planning, Investments
Education
University of Michigan
State of Kansas May 2011 - Present
Kansas Department of Commerce December 2014 - Present
State of Kansas May 2013 - December 2014
City of Roeland Park, Kansas April 2009 - April 2013
New York Life Insurance Company June 2009 - May 2011
City of Roeland Park, Kansas June 2005 - April 2009
Shawnee Mission Medical Center February 2008 - March 2009
Saint Luke's Health System May 2005 - February 2008
Skills
Public Speaking, Strategic Planning, Leadership, Customer Service, Marketing, Budgets, Fundraising, Public Relations, Community Outreach, Policy Analysis, Financial Advisory, Conflict Resolution, Policy, Non-profits, Public Policy, Microsoft Office, Research, Event Planning, Management, Nonprofits, Team Building, Government, New Business Development, Credit, Community Development, Contract Negotiation, Organizational..., Local Government, Series 7, Public Administration, Coaching, Economic Development, Program Management, Leadership Development, Volunteer Management, Administration, Grant Writing, Program Development, Small Business, Political Campaigns, Politics, Speech Writing, Legislative Relations, Media Relations, Grants, Coalitions, Strategic Communications, State Government, Grassroots Organizing, Proposal Writing
Education
University of Missouri-Kansas City 2002 — 2004
Masters, Publc Administration
University of Missouri-Kansas City 2002 — 2004
Fund Raising Certificate
Washburn University 1990 — 1995
Bachelors, Publc Administration
Bishop Ward High School 1987 — 1990
Collier Insurance August 2011 - Present
New York Life Insurance Company July 2010 - August 2011
Skills
Insurance, Long Term Care, Property & Casualty..., Health Insurance, Term Life Insurance, Workers Compensation, Commercial Insurance, Disability Insurance, Long-term Care, Casualty, Commercial Lines, Employment Practices..., Employee Benefits, Life Insurance, Liability, Umbrella Insurance, Series 7, Series 63, General Insurance, Whole Life, Fixed Annuities, IRAs, 401k
Education
University of Mississippi 2005 — 2010
Bachelor Business, Managerial Finance
Capstone Financial, LLC September 2014 - Present
New York Life Insurance Company October 1994 - September 2014
Skills
Finance, Sales, Retirement Planning, Financial Services, Life Insurance, Employee Benefits, Fixed Annuities, Investments, Retirement, Estate Planning, Customer Service, Financial Planning, Marketing, Insurance, Disability Insurance, Long-term Care
Education
University of Mississippi - School of Business Administration 1987 — 1991
Marketing, Marketing and Finance
Kansas City Life Insurance Company December 2013 - Present
New York Life Insurance Company 2007 - 2012
Columbus Life Insurance Company 2002 - 2007
Prudential Financial 2000 - 2002
Nationwide Insurance 1991 - 2000
MassMutual Financial Group 1989 - 1991
National Life Group 1988 - 1989
Ameritas 1985 - 1988
Nelson & Harding 1984 - 1985
Skills
Fixed Annuities, Life Insurance, Estate Planning, Disability Insurance, Strategic Financial..., Public Speaking, Long-term Care, Retirement Plan..., Consultative / Solution..., Universal Life, Estate Tax Planning, Financial Advisory, Insurance, Retirement Planning, Wealth Preservation..., Business Continuity..., Published Author, Training Delivery, Client Counseling, Writing, Instructor-led Training, Marketing Material..., Written & Oral..., Seminars, Licensed Life & Health..., Executive Benefit..., Business Tax Planning, Compliance, Communication, Variable Life, Variable Annuities, Marketing Communications, FINRA, Irrevocable Life..., Group Training, Study Groups, Voice Over, Case Studies, Chartered Financial...
Education
University of Nebraska College of Law 1981 — 1984
JD, Law
University of Nebraska-Lincoln
Bachelor's degree, English/Language Arts Teacher Education
Money Concepts January 2008 - Present
New York Life Insurance Company 1979 - 2005
Education
University of Minnesota-Twin Cities 1966 — 1970
OmegaFi January 2015 - Present
New York Life Insurance Company January 2014 - January 2015
G2 Technology April 2013 - October 2013
Zaxby's Franchising, Inc. August 2011 - April 2013
Skills
Microsoft Word, Customer Service, Management, Team Building, Leadership, Time Management, Microsoft Office, Customer Satisfaction, Human Resources, Recruiting, Negotiation, Teamwork, Sales, PowerPoint, Sales Management, Sales Operations, Coaching, Strategic Planning, Microsoft Excel, Employee Relations, Social Networking, Team Leadership, Training, Performance Management, Leadership Development, Outlook, Organizational..., Employee Training, Process Improvement
Education
University of Mississippi 2006 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management
S&P Capital IQ July 2014 - Present
Johnson Capital December 2013 - January 2014
Morphogeny September 2013 - December 2013
New York Life Insurance Company May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
JCC on the Palisades June 2011 - August 2011
Visible World March 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Leadership, Financial Modeling, Entrepreneurship, Economics, Financial Analysis
Education
Univerity of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Michigan 2010 — 2014
Bachelor's degree, Economics
KPMG US August 2013 - Present
University of Michigan August 2012 - May 2013
KPMG US June 2012 - August 2012
Dana Holding Corporation May 2011 - August 2011
Ross School of Business September 2010 - May 2011
Henry Ford Health System June 2009 - January 2011
New York Life Insurance Company June 2010 - August 2010
Ross School of Business December 2009 - February 2010
Eagle Scount Service Project July 2007 - September 2007
Skills
Accounting, Corporate Finance, Financial Analysis, Forecasting, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Financial Accounting, Financial Reporting, Microsoft Office, Tax Accounting, External Audit, Cost Accounting, Financial Modeling, VBA, Data Mining, Statistics, Teaching, Analytics, Auditing
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Master of Accounting (MAcc)
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Accounting and Finance
University of Michigan 2008 — 2012
BBA, Accounting and Finance
New York Life Insurance Company June 2012 - February 2014
MetLife August 2011 - December 2011
JWT December 2010 - March 2011
Mulberry Consulting April 2010 - November 2010
Freelance Services September 2008 - March 2010
STAR/Javelin Healthcare August 2008 - September 2008
Digitas Health/MBC November 2006 - December 2007
Saatchi & Saatchi Healthcare April 2006 - August 2006
Grey Healthcare Group May 2005 - February 2006
DraftFCB April 2005 - August 2005
Skills
Marketing Communications, Integrated Marketing, Research, Operations Management, Program Design, DTC, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Management, Writing, B2B, Product Marketing, Market Research, Creative Development, Online Marketing, Demand Generation, Advertising, Editing, Segmentation, Media Planning, Copywriting, Strategic Planning, Data Analysis, Brand Development, Engagement, Analytics, Client Service, Planning, Multi-channel Marketing, B2B Marketing, FMCG, B2C, Retail, Relationship Marketing, Digital Strategy, Email Marketing, Social Media Marketing, Direct Mail, Interactive Marketing, Database Marketing, Marketing Research, Online Advertising, Account Management, New Business Development, Competitive Analysis, Program Management, Business Development, Inspiring Teams, Social Networking
Education
University of Mumbai 1970 — 1972
MBA, Marketing, Advertising
University of Mumbai 1966 — 1970
BA, Economics, Sociology
Bombay Scottish High School 1965 — 1966
Campion School 1956 — 1964
Data Entry/Analysis and Customer Support Specialist 2015 - Present
New York Life Insurance Company September 2013 - September 2014
Star Bank October 2012 - January 2013
Ameriprise Financial Services, Inc. February 2010 - September 2012
The Hartford January 2007 - January 2010
Wells Fargo December 2001 - December 2006
Wells Fargo Bank July 2001 - December 2001
TCF National Bank August 1999 - August 2000
Skills
Banking, Investments, Credit, Loans, Consumer Lending, Financial Services, Mortgage Lending, Retail Banking, Strategic Financial..., Cross Selling, Uniform Combined State..., Mortgage Banking, Insurance, Commercial Banking, Portfolio Management, Training, Management, Analysis
Education
University of Minnesota-Twin Cities 1993 — 1997
Bachelor of Arts (B.A.), Geography
Spring Lake Park High School 1989 — 1993
H.S. Diploma
Veterans United Home Loans August 2014 - Present
Veterans United Home Loans August 2013 - Present
Veterans United Home Loans August 2013 - Present
Veterans United Home Loans May 2011 - Present
MetLife Financial Services July 2010 - May 2011
New York Life Insurance Company August 2008 - June 2010
Skills
Process Improvement, SharePoint
Education
University of Missouri-Columbia 1988 — 1992
Bachelors, Computer Science
Kingsford Communications October 2011 - March 2012
NSA Juice Plus 2006 - 2012
Nationwide Insurance December 2010 - October 2011
New York Life Insurance Company January 2009 - December 2010
Arbella Insurance Group 2002 - 2006
The Hartford Insurance Company January 1998 - January 2002
Skills
Underwriting, Liability, Retirement Planning, Casualty, Commercial Insurance, General Insurance, Long Term Care Insurance, Retirement, Risk Management, Universal Life, Strategy, Employee Benefits, Insurance, Fixed Annuities, Term Life Insurance, Small Business, Life Insurance, Sales, Property & Casualty..., Whole Life
Education
The University of Montana
Business Law
University of Tel Aviv
Education & English Literature
Cerner Corporation June 2013 - Present
iFIL USA (Innovative Filtration) May 2012 - August 2012
New York Life Insurance Company May 2011 - August 2011
Skills
Spanish-speaking, Microsoft Office, Salesmanship, Teamwork, Time Management, Presentations, Selling Skills, Sales, Marketing, Training, Account Management, Spanish, Finance, Team Leadership, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Management, Social Networking
Education
University of Missouri-Columbia 2009 — 2013
BS International Business (Marketing & Spanish), Senior
Primerica April 2013 - Present
Culligan International June 2010 - March 2014
Personal Economics Program August 2010 - May 2012
New York Life Insurance Company April 2009 - August 2010
Republic Mortgage Corporation January 2008 - January 2009
National Insurance Advisors December 2004 - December 2007
Wilderness Journeys May 1995 - September 1996
Glacier Wilderness Guides May 1992 - September 1993
Big Bend River Tours January 1992 - April 1992
Stehekin Valley Ranch May 1991 - September 1991
Skills
Training, Sales, Small Business, Leadership, Marketing, Start-ups, Cold Calling, Marketing Strategy, Strategic Planning, Selling, Mergers & Acquisitions, Social Networking, Program Management, Insurance, Finance, Budgets, Management, Customer Service
Education
University of Michigan 1974 — 1976
Roeper School 1967 — 1971
Crump Insurance October 2014 - Present
New York Life Insurance Company April 2009 - October 2014
NYLIFE Securties LLC April 2009 - October 2014
Prudential Financial August 1994 - March 2009
Skills
Retirement, Retirement Planning, Insurance, Annuity Sales, 401k Rollovers, Investments, Asset Protection, Estate Planning, Key Person Protection, Small Business, Wealth Preservation..., LUTCF, Succession Planning, College Savings Plans, Disability Insurance, Fixed Annuities, IRAs, Long-term Care, Series 6, Term Life Insurance, Financial Planning, Life Insurance
Education
Redwood Falls High School
University of Minnesota-Twin Cities
Maxim Healthcare Services April 2007 - Present
New York Life Insurance Company December 2006 - April 2007
Skills
Home Care, Healthcare, Insurance, Microsoft Office, Payroll, Operations Management, New Business Development, Sales Process, Profit & Loss Management, Team Management, Budgets, Management, Recruiting, Account Management, Cold Calling, Business Development, Marketing Strategy, Sales, Team Building, Leadership, Human Resources, P&L Management, Networking, Customer Service
Education
University of Mississippi - School of Business Administration 2003 — 2006
Business, Insurance and Risk Mgmt.
New York Life Insurance Company March 2011 - Present
Liberty National Life Insurance Company March 2008 - March 2011
Education
University of Montevallo
Business
Legacy Financial Group May 2013 - Present
New York Life Insurance Company September 2012 - Present
Insurance Solutions January 2007 - Present
Integra Telecom January 2012 - September 2012
Skills
Account Management, Term Life Insurance, Insurance, Health Insurance, Sales, Negotiation, Employee Benefits, Cold Calling, New Business Development, Fixed Annuities, Recruiting, Sales Management, Retirement, Financial Services, Disability Insurance, Team Building, Sales Presentations, Customer Retention, Small Business, Direct Sales, Life Insurance, Long-term Care, Estate Planning, Strategic Financial..., Investments, Retirement Planning, Customer Service, Mutual Funds, Whole Life, Underwriting, Series 6, IRAs, Long Term Care Insurance, Financial Analysis, Wealth Management, Universal Life, 401k, Variable Annuities, Brokers, General Insurance, College Savings Plans, Accident, Workers Compensation, Loans, Medicare, 401k Rollovers, Roth IRA
Education
University of Missouri-Columbia 2001 — 2005
BA, Psychology, Political Science
Oakville
Oakville
Ecovery, LLC September 2008 - Present
New York Life Insurance Company August 2001 - August 2008
Skills
Purchasing, New Business Development, Recycling, Negotiation, Account Management, Marketing Strategy, Business Strategy, Direct Sales, Sales, B2B, Customer Service, Logistics
Education
University of Mississippi - School of Business Administration 1997 — 2001
BBA, International Business
New York Life Insurance Company March 2014 - Present
Guardian Life January 2007 - March 2014
Mutual of Omaha 2004 - 2007
Key Bank 2002 - 2004
Skills
Retirement Planning, Estate Planning, Life Insurance, College Savings Plans, 401k Rollovers, Asset Allocation, Qualified Retirement..., Insurance Planning, Buy-sell Agreement..., IRA's, Legacy Planning, Retirement Income..., Diability Insurance, Executive Compensation, Cash Flow, Financial Recruiting, Leadership Development, Networking, Sales Recruitment, Talent Acquisition, Social Media Marketing
Education
The American College 2004 — 2005
University of Nebraska at Kearney 1988 — 1993
Fort Collins High School 1987 — 1989
NYLIFE Securities LLC September 2015 - Present
NYLIFE Securities LLC March 2011 - Present
New York Life Insurance Company September 2009 - March 2011
Education
University of Minnesota-Twin Cities 2002 — 2006
Economics
CommScope July 2014 - Present
MegaPath December 2012 - July 2014
Sales Artists July 2012 - December 2013
CenturyLink July 2009 - July 2012
The Edge Solutions February 2008 - June 2009
Boulevard Bank August 2006 - January 2008
HSBC 2005 - 2006
New York Life Insurance Company 2004 - 2005
Embassy Suites 2000 - 2002
Skills
Selling, Sales Process, CRM, Telecommunications, Sales Management, Cloud Computing, Sales, Strategy, Coaching, Business Development, Management, Cold Calling, Recruiting, Leadership, Managed Services, Consultative Approach, Team Building, Training, VoIP, Solution Selling, Direct Sales, Sales Operations, Budgets, Strategic Partnerships, Email Marketing, Consultative Selling, Coaching and..., Escalation Management, Hiring, Performance Management, Organizational Vision, High Performance..., Building High..., Consultative Sales..., C-Level Negotiations, C Level Selling, Building C-Level..., Marketing Strategy, Leadership Development, Channel, Account Management, Unified Communications, B2B, New Business Development, MPLS, Customer Retention, SIP Trunking, Sales Funnel..., Network Design, Phone System...
Education
Western Governors University 2010 — 2012
MBA, MBA
University of Nebraska at Kearney 1999 — 2004
Business & Sports Administration, Business, Sports Marketing, Management
Kimball High School 1995 — 1999
Diploma, H.S.
Brokerage Unlimited, Inc. April 2015 - Present
NYLIFE Securities LLC May 2013 - March 2015
New York Life Insurance Company May 2013 - March 2015
COUNTRY ® Financial July 2012 - April 2013
Midwest BankCentre November 2010 - July 2012
Oakville Inline Hockey December 2010 - June 2011
University of Missouri August 2008 - December 2009
Radio shack December 2005 - August 2009
Skills
Insurance, Retirement Planning, Life Insurance, Financial Services, Term Life Insurance, Asset Protection, Buy-Sell Agreements, Business Succession..., Retirement, Investments, Personal Finance, 401(k) Rollovers, Risk Management
Education
University of Missouri-Columbia 2006 — 2010
B.S, Business Administration; Economics/Real EstateSupport areas; Finance and Banking, Management
Oakville Senior High 2002 — 2006
Guardian Life October 2013 - Present
Guardian Life 2014 - 2015
New York Life Insurance Company January 2011 - October 2013
Farmers Insurance 2011 - 2012
Easy Fuel Inc November 1997 - February 2008
Seagull Accounting January 1990 - December 1997
Spectra Physics January 1978 - December 1989
Skills
Insurance, Accounting, Tax, Leadership, Accounts Receivable, Finance, Property & Casualty..., Bookkeeping, Start-ups, Small Business, Financial Reporting, Team Leadership, Financial Planning, Retirement Planning, Education Funding, 401k Rollovers, Mortgage protection, Retirement, Fixed Annuities, IRAs, 401k, Strategic Financial..., Disability Insurance, Management, Long-term Care, Strategic Planning, Customer Service, Sales, Financial Services, Financial Analysis
Education
Mumbai 1969 — 1976
MS, Accounting
University of Mumbai 1969 — 1975
Master's Degree, Accounting and Finance, a
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC April 2002 - April 2014
Skills
Sales Rep Training, New Business Development, Marketing, Lead Generation, Time Management, Financial Services, Protection..., Retirement planning, Succession planning, Wealth Preservation..., Estate Planning
Education
The American College 2004 — 2012
LUTC, CLU, ChFC, Financial Services
University of Nebraska at Kearney 1988 — 1992
Bachelor's degree, Graphic Design Major/Marketing Minor
New York Life Insurance Company February 2012 - October 2013
New York Life Insurance Company February 2007 - February 2012
Skills
Training, Sales Management, Estate Planning, Insurance, New Business Development, Management, Strategic Planning, Marketing, Coaching, Business Development, Team Leadership
Education
University of Michigan 2003 — 2007
Bachelor of Arts, Economics
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2014 - Present
Sun Orthodontix March 2004 - December 2013
Sun Orthodontix March 2010 - March 2011
Sun Orthodontix April 2007 - March 2010
Skills
Education Funding..., Retirement Planning, Licensed Life Insurance..., Leadership, 401k Rollovers, Account Management, Writing, Permanent Life Insurance, Supplements to Employee..., Networking, Annuity Sales, Communication, Insurance, Life Insurance, Small Business, Social Networking, Retirement
Education
University of Mississippi 2000 — 2004
Bachelors of Arts, Print Journalism with an Emphasis in Magazines
Robert Half Financial Operations Group September 2015 - Present
State Street June 2013 - Present
State Street December 2012 - June 2013
New York Life Insurance Company July 2012 - December 2012
Sitewire May 2011 - August 2011
Skills
Management, Mutual Funds, Financial Analysis, Financial Reporting, Bloomberg, Derivatives, Microsoft Excel, Accounting, Finance, Financial Accounting, Marketing, Strategic Planning, Financial Modeling, Marketing Strategy, Social Media Marketing
Education
University of Missouri-Columbia 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Missouri-Columbia 2009 — 2012
Bachelor of Science (B.S.), Busniess Administration (emphasis in Finance)
Wells Fargo Advisors January 2011 - Present
Perfect Love World Revival Ministries 2007 - 2010
New York Life Insurance Company June 2007 - December 2008
Reuters June 1997 - December 2007
Bridge Trading 2000 - 2004
Skills
Financial Markets, Salesforce.com, Equities, Change Management, Relationship Management, Market Data, Business Analysis, Financial Services, Vendor Management, Trading, Process Improvement, Customer Service, Management, Fixed Income, Program Management, Leadership
Education
University of Missouri-Columbia 1988 — 1993
Balow & Company LLC July 2009 - Present
Colonial Life & Accident Insurance Co. October 2013 - Present
New York Life Insurance Company January 2013 - October 2013
Focus LLC August 2005 - July 2009
Balow & Company LLC January 2001 - January 2005
LON, Inc June 2001 - June 2004
Citigroup July 1984 - June 2000
SALOMON SMITH BARNEY, INC January 1998 - January 1999
CITIGROUP, INC January 1994 - January 1999
Citicorp January 1997 - January 1998
Skills
Mergers & Acquisitions, Venture Capital, Valuation, Financial Modeling, Start-ups, Strategy, Mergers, Strategic Planning, Investment Banking, Private Equity, Entrepreneurship, Corporate Development, Divestitures, Due Diligence, Equities, Financial Structuring, Corporate Finance, Insurance, Employee Benefits
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
University of Michigan 1975 — 1979
B.S, Industrial Engineering
New York Life Insurance Company January 2015 - Present
AXA Advisors July 2014 - January 2015
Troy Construction, LLC June 2013 - December 2013
Total Field and Environmental Services, LLC February 2013 - April 2013
Consultant April 2011 - August 2012
Office of Senator Roger F. Wicker January 2008 - April 2011
Office of Senator Trent Lott September 2007 - December 2007
Skills
Legislative, Legislation, Political Campaigns, Public Policy, Politics, Political Consulting, Political Communication, Policy Analysis, Government, Coalitions, Grassroots Organizing, Policy, Speech Writing, Legislative Research, Political Science, Strategic Communications, Community Outreach, Constituent Services, Public Affairs, Fundraising, Appropriations, Media Relations, Legislative Relations, Grassroots
Education
University of Mississippi
Bachelor of Arts, Political Science
University of Mississippi
NYLIFE Securities, LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
MJD & Associates, PLLC March 2013 - March 2014
Dad's Super Pawn October 2011 - March 2013
Culumber, Fletcher, Harvey & Associates November 2010 - October 2011
Skills
Financial Services, Retirement Planning, Life Insurance, Small Business, Fixed Annuities, Buy-sell Agreements, Protection..., Income Protection, Risk Management, 401k Rollovers, Problem Solving, Asset Protection, Succession Planning, Licensed in Long Term..., Estate Planning, Business Planning, Creative Problem Solving, Personal Finance, Charitable Giving, Customer Service, Retirement Income..., Term Life Insurance, Permanent Life Insurance, Supplements to Employee..., Service Delivery, Strategic Planning, Business Development, Accounting, Finance, Management, Marketing, Microsoft Office, Public Speaking, Retirement
Education
University of Mississippi 2004 — 2009
Bachelor of Accountancy
St. John High School 2002 — 2004
Hancock High school
Perspectives, Inc. June 2015 - Present
Student Experience March 2015 - Present
Perspectives, Inc. June 2013 - Present
University of Minnesota January 2015 - May 2015
University of Minnesota June 2012 - May 2015
New York Life Insurance Company October 2013 - January 2014
Skills
Marketing, Facebook, Inventory Management, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Networking, Training, Event Planning, Time Management, Critical Thinking, Customer Service, Microsoft Office
Education
University of Minnesota-Twin Cities 2012 — 2015
Bachelor of Individualized Studies, Psychology, Sociology, and Leadership
TriMech Services March 2011 - Present
Wachovia, A Wells Fargo Company April 2010 - January 2011
New York Life Insurance Company April 2008 - May 2010
Williams Scotsman January 2007 - March 2008
Liberty Mutual March 2006 - December 2006
Enterprise Rent-A-Car August 1993 - February 2006
Skills
Customer Service, Account Management, Consultative Selling, Sales Management, Mentoring, Insurance, Cold Calling, New Business Development, Selling, Recruiting, Sales, Customer Retention, Sales Process, Leadership, Direct Sales, Snakes, Human Resources, Strategic Planning, Talent Acquisition, Training, Sales Operations, Employee Training, Coaching, CRM, Interviews, Witchcraft
Education
University of Missouri-Saint Louis 1991 — 1993
Bachelor of Arts (BA)
University of Missouri-Columbia 1986 — 1991
Parkway West Senior High 1983 — 1986
Yes
Kirkwood High 1982 — 1983
New York Life Insurance Company February 2007 - Present
J.P. Morgan July 2005 - January 2007
New York Life Insurance Company December 2001 - January 2005
New York Life Insurance Company May 1996 - December 2001
Education
University of Missouri-Kansas City 1984 — 1989
Bachelor's degree, Communication, General
Moncrief Management February 2009 - Present
Ice Cream King May 2009 - Present
Miracles in Motion, Inc. January 2014 - Present
Getdowns T-Shirts August 2009 - April 2014
New York Life Insurance Company February 2012 - November 2012
Diversified Sourcing Solutions August 2006 - February 2010
Skills
Public Speaking, Customer Service, Strategic Planning, Non-profits, Advertising, Social Media Marketing, Public Relations, Marketing, Small Business, Fundraising, Budgets, Team Building, Marketing Strategy, New Business Development, Microsoft Office, Project Management, Strategic Financial..., Retirement Planning, Retirement Savings, Life Insurance, Term Life Insurance, College Funding..., Team Leadership, Sales, Entrepreneurship, Nonprofits, Social Networking
Education
University of Mississippi 1998 — 2001
Biology/Biological Sciences, General
New York Life Insurance Company January 2015 - Present
OfficeTeam July 2014 - December 2014
Logan Development Group June 2013 - March 2014
BancorpSouth July 2011 - July 2013
Skills
Banking, Financial Analysis, Portfolio Management, Series 7, Credit Risk, Staffing Services, Business Relationship..., Corporate Recruiting, Recruiting, Microsoft Excel, Customer Service, Public Speaking, Social Networking, Temporary Placement, PowerPoint, Leadership, Sales, Microsoft Office, Finance, Marketing
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services
New York Life Insurance Company November 2010 - Present
Radian Asset Assurance September 2004 - March 2009
Radian Asset Assurance January 1999 - August 2004
Radian Asset Assurance January 1997 - January 1999
Sullivan & Cromwell LLP January 1996 - January 1997
Skills
Risk Management, Due Diligence, Finance, Portfolio Management, Credit, Investments, Financial Risk, Insurance, Accounting, Underwriting, Loans, Management, Fixed Income, Credit Analysis, Securities, Capital Markets, Derivatives, Financial Analysis
Education
University of Michigan
Bachelor's Degree, General Studies - Political Science
New York Life Insurance Company September 2014 - Present
Skills
Account Management, Contract Negotiation, Licensed Life and..., Protection..., Multi-Generational..., Small Business, Employee Benefits, Wealth Preservation..., Lifetime Income..., Strategic Planning, Customer Service, Inventory Management, Marketing, Negotiation, Retirement Planning, Transportation, Budgets, Logistics, Microsoft Office, New Business Development, Team Building, Sales
Education
University of Mississippi 2002 — 2008
BA
ARRIS April 2014 - Present
Garmin International July 2013 - April 2014
Garmin International May 2010 - July 2013
Garmin International April 2004 - May 2010
Sprint October 2001 - April 2004
New York Life Insurance Company December 2000 - September 2001
Verizon June 1997 - December 2000
Ford Motor Company May 1993 - June 1997
Skills
Solaris, Unix, SAN, Linux, Nagios, Netbackup, NetApp, System Administration, Apache, Storage Area Networks, Storage, CentOS, Puppet, Technical Staff..., Brocade, RedHat, Bash, Shell Scripting, Virtualization, Cloud Computing, Site Reliability..., DevOps, Agile Project Management, Oracle Enterprise Linux, Python, IT Audit, SOX, VMware ESX, Load Balancing, F5 BigIP, F5 ARX, Enterprise Backup, Hitachi USP, Oracle Exadata, Oracle Enterprise..., Oracle E-Business Suite, Splunk, Amazon Web Services, EC2, Oracle Database, MySQL, Scrum, Enterprise Architecture, Machine Learning, Full Stack Engineer
Education
University of Michigan 1988 — 1992
BSE, Computer Engineering
creative inferno August 2015 - Present
New York Life Insurance Company November 2014 - August 2015
Sharpe Group September 2013 - August 2014
Memphis University School August 2013 - October 2013
Sullivan Branding December 2012 - January 2013
Creative Inferno May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Proposal Writing, Microsoft Office, Public Speaking, Customer Service, Blogging, English, Negotiation, SEO, Marketing Strategy, Editing, Writing, Creative Strategy, Consulting, Marketing Communications, Web Content Management, Marketing, Research, Google Analytics
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degrees, Mass Communication/Media Studies ; European History
Memphis University School 2003 — 2009
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC January 2014 - Present
Volunteer Educator and Public Speaker 1979 - Present
South Kansas City Gold Buyer June 2009 - December 2013
Freelance Writing 2009 - November 2013
New World International Language Institute May 2012 - December 2012
Weight Watchers August 2005 - February 2007
CenturyLink October 2002 - February 2005
Crown Philanthropic Solutions June 1999 - September 2002
Pfromm Cleaning Services July 1994 - May 1999
Skills
Small Business, Retirement Planning, Investments, Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Licensed in Long Term..., Key Person Protection, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Legacies, Protection..., Multi-generational..., Multi-generational..., Retirement, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Coaching, Customer Service, Life Insurance, Management, Marketing, Public Speaking, Team Building, Training
Education
Canadian Institute of English and Applied Neuroscience 2012 — 2012
TESOL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Marine City High School
High School Diploma
University of Minnesota-Twin Cities
White-Rhode Financial August 2008 - Present
New York Life Insurance Company March 2001 - August 2008
Imagination Engineering and ITD, Associates November 1997 - March 2001
Skills
Wealth Accumulation, Financial Planning, Retirement Savings, Retirement Planning, Insurance, Long-term Care, Estate Planning, Term Life Insurance, Whole Life, Mutual Funds, Universal Life, Strategic Financial..., Securities, Financial Advisory, Financial Services, Retirement
Education
The American College 2011 — 2014
LUTCF obtained 2012, Chartered Financial Consultant (ChFC)
University of Missouri-Columbia 1992 — 1997
Bachelor of Science, Mechanical Engineering
Maysville High School
New York Life Insurance Company July 2015 - Present
Brett Olson State Farm March 2015 - June 2015
Stay at Home Mom July 2014 - February 2015
New York Life Insurance Company October 2012 - May 2014
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Education Funding..., Employee Benefits, Licensed in Long Term..., Grandchild Gifting, Gifting Strategies, Key Person Protection, Licensed Life and..., Legacy Planning, Life Insurance..., Multi-generational...
Education
University of Mississippi 2009 — 2012
Music
St. Andrew's Episcopal School 2000 — 2009
New York Life Insurance Company March 2015 - Present
Truman Medical Centers February 2012 - April 2015
Teva Pharmaceuticals January 2003 - January 2008
Skills
Lifetime Income..., Business Planning, Income Protection, Protection..., Employee Benefits, Long Term Care Insurance
Education
University of Missouri-Kansas City
Bachelor's degree, Communications and Marketing
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company March 2015 - Present
1st Enterprise Bank May 2014 - September 2014
JPMorgan Chase August 2011 - November 2013
Citi November 2010 - July 2011
Wells Fargo January 2005 - November 2010
Skills
Loans, Banking, Credit, Relationship Management, Small Business Lending, Financial Services, Portfolio Management, Credit Analysis, Retail Banking, Leadership, Cross Selling, Sales, Customer Retention, Loan Origination, Insurance, Cash Management
Education
University of Minnesota-Twin Cities 2001 — 2002
English as a second language
Yerevan State University 1997 — 2001
Bachelor's degree, Psychology
New York Life Insurance Company February 2013 - Present
NYLIFE Securities LLC July 2013 - Present
Missoula Federal Credit Union August 2009 - February 2013
Missoula Federal Credit Union August 2006 - August 2009
Missoula Federal Credit Union March 2003 - August 2006
Skills
Retirement Planning, Annuity Sales, Licensed Life Insurance..., Protection..., Small Business, Key Person Protection, 401(k) Rollovers, Licensed in Long-Term..., Wealth Preservation..., Multi-Generational..., Gifting Strategies, Legacies, Investments
Education
University of Montana 1999 — 2000
Sentinel High School 1995 — 1997
Washington Union High School 1993 — 1995
LM30
Oracle December 2014 - Present
Fusion Logistics March 2013 - November 2014
Target October 2011 - February 2013
New York Life Insurance Company July 2007 - November 2011
Cates and Ohme LLC July 2009 - August 2011
Ball Pro Inc/Eaglejack Golf June 2006 - May 2007
Skills
Sales, Customer Service, Leadership, Management, Customer Retention, New Business Development, Retail, Account Management, Insurance, Time Management, Microsoft Office, Business Development, Team Leadership, Budgets, Logistics, Adaptability, Customer Relations, Staff Development, Cloud Applications, Social Media, Mentoring, Software Sales, Early Adopter
Education
University of Minnesota-Twin Cities 2002 — 2006
Communication Studies, Communications, Video Production, Marketing, Management
Faribault High School 1998 — 2002
The Shelbourne Dublin, A Renaissance Hotel November 2014 - January 2015
Noboleis Vineyards May 2014 - September 2014
University of Mississippi May 2012 - May 2014
University of Mississippi June 2013 - July 2013
Self May 2007 - August 2011
New York Life Insurance Company January 2007 - August 2008
Skills
Cultural Anthropology, Forensic Anthropology, Archaeology, Ethnography, Writing, Interviews, Transcribing, English Literature, Office Administration, Organizational..., Drawing, Designs, Painting, Criminal Justice
Education
University of Mississippi 2010 — 2014
Bachelor's degree, Anthropology
St. Joseph's Academy 2006 — 2010
High School Diploma
Arrow Systems Integration January 2015 - Present
New York Life Insurance Company June 2015 - Present
Crexendo Business Solutions October 2014 - December 2014
Coyote Logistics May 2012 - October 2014
Stephen M. Ross School of Business August 2009 - May 2013
Red Frog Events May 2011 - August 2011
Appollo Systems Inc. April 2010 - September 2010
Cady Handyman Services May 2008 - September 2009
Skills
Sales, Marketing, Customer Service, Social Media, Facebook, Microsoft Office, Event Planning, Social Media Marketing, PowerPoint, Market Research, Microsoft Excel, Social Networking, Marketing Communications, Event Management, Public Speaking, Microsoft Word, Spanish, Marketing Strategy, Research, Competitive Analysis, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelors in Business Administration, Marketing and Sales
Breck High School 2005 — 2009
High School Diploma
New York Life Insurance Company July 1985 - Present
NYLIFE Securities LLC July 1985 - Present
American National Bank June 1981 - July 1985
Skills
Annuities, Mutual Funds, Life Insurance, Retirement Planning, Retirement, Insurance, Financial Services, Investments, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Small Business, Sucession planning, Wealth Preservation..., Long-term Care, Fixed Annuities, Securities, Wealth Accumulation, Key Person Insurance, 401(k) Rollovers, Wealth Transfer..., Life Insurance..., Lifetime Income..., Education Funding..., IRA Rollovers, Supplements to Employee..., Whole Life Insurance, Buy-sell Agreements, Succession Planning, Permanent Life Insurance, Term Life Insurance, Long-Term Care Insurance, Business Succession..., Legacy Planning, Charitable Giving
Education
University of Missouri-Columbia 1976 — 1981
Bachelor of Science, Finance and Banking
Fort Osage High School 1972 — 1976
Courtyard by Marriott April 2015 - Present
The Scotts Miracle-Gro Company August 2012 - Present
Ameriprise Financial Services, Inc. January 2010 - June 2010
Combined Insurance July 2008 - May 2009
New York Life Insurance Company February 2007 - November 2008
TSA January 2004 - December 2004
Skills
Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Risk Management, Long-term Care, Sales, Customer Service, Retirement Planning, Retirement, Team Building
Education
Worcester State University 1995 — 2000
BS, Economics & Business Administration
University of Wisconsin-Superior
Bachelor of Business Administration (BBA), Railroad and Railway Transportation, A
University of Minnesota-Duluth
N/A, Industrial Engineering
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company August 2011 - July 2013
BNI - MN April 2007 - July 2013
BNI-MN April 2010 - October 2011
Northwestern Mutual May 2006 - July 2011
Ameriprise Financial Services, Inc. January 2004 - January 2006
Skills
Training, Financial Recruiting, Recruiting, College Recruiting, Interviewing, Hands on Leader
Education
University of Minnesota-Duluth 2001 — 2006
Bachelor of Accounting, Bachelor of Business Administration - Finance
University of Minnesota-Duluth 2001 — 2006
Bachelor of Business Administration - Finance, Bachelor of Accounting
Google April 2013 - Present
Photobucket December 2011 - March 2013
IBY (Ibeatyou) August 2007 - December 2011
MobileMonday May 2005 - July 2007
Associated Press February 2005 - July 2007
New York Life Insurance Company August 2004 - February 2005
LokiLogic 2002 - 2005
SigmaCare (formerly Healthramp) 2003 - 2004
Mobilocity 2000 - 2002
Lucent Technologies 1997 - 2000
Skills
Information Architecture, Social Media, Entrepreneurship, SEO, Marketing, User Experience, Product Management, Product Marketing, Strategy, Mobile Devices, Start-ups, Mobile Applications, Cloud Computing, Agile Methodologies, Analytics, SaaS, Cross-functional Team..., Product Development, Strategic Partnerships, Mobile Technology
Education
NYU - Stern School of Business 2001 — 2005
M.B.A., Marketing, Information Systems
University of Michigan 1993 — 1997
B.S., Computer Engineering
SMITHGROUP January 2003 - Present
Minnesota Thunder Pro Soccer Club April 2007 - September 2007
Robert Half International 2006 - 2007
Quazar Capital Corporation 2005 - 2006
DHR International December 1999 - November 2002
Experience Network, Inc. 2001 - 2001
Kforce 1995 - 1999
New York Life Insurance Company 1994 - 1995
Lend Lease Trucks 1992 - 1994
Deloitte 1988 - 1992
Skills
Sponsorship, Talent Management, Strategic Planning, New Business Development, Sales, Mergers & Acquisitions, Finance, Strategy, Management, Strategic Partnerships, Marketing, Leadership, Business Development, CRM, Recruiting, Marketing Strategy, Account Management
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accouting
Marysville High School 1980 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Paul College March 2014 - Present
JP² & Associates LLC October 2012 - Present
New York Life Insurance Company September 2013 - March 2014
Various Industry Leaders October 1999 - April 2013
UnitedHealth Group July 2009 - October 2012
Ameriprise Financial September 2007 - September 2008
Thomson Reuters - Legal & Regulatory Division June 2004 - May 2007
Thomson Reuters - Legal & Regulatory Division July 2003 - June 2004
Thomson Reuters - Legal & Regulatory Division February 2002 - July 2003
Thomson Reuters - Legal & Regulatory Division May 2001 - February 2002
Skills
ERP, Financial Modeling, Cross-functional Team..., Forecasting, Strategic Financial..., Analysis, Project Management, Management, Business Planning, Finance, Financial Analysis, Strategy, Process Improvement, Corporate Finance, Leadership, Business Strategy, Financial Reporting, Strategic Planning, Project Planning, Accounting
Education
University of Minnesota - Carlson School of Management 1993 — 1994
MBA, Finance and Strategic Management
University of Minnesota - Carlson School of Management 1984 — 1987
BS, Accounting
Capital Financial Group, LLC January 2015 - Present
New York Life Insurance Company August 2013 - December 2014
Covenant College February 2008 - July 2013
SunTrust Bank 2006 - 2007
UnumProvident 2003 - 2005
Chattanooga Convention & Visitors Bureau 1997 - 1998
Chattanooga Convention & Visitors Bureau 1997 - 1998
Skills
Higher Education, Research, Teaching, Event Planning, PowerPoint, Microsoft Office, Leadership Development, Editing, Nonprofits, Microsoft Excel, Customer Service, Microsoft Word
Education
University of Mississippi 1997 — 2002
B.B.A., B.A., International Business, German
Chattanooga Christian School 1986 — 1997
Chattanooga Christian School
United Water August 2015 - Present
Chemetall September 2013 - March 2015
HexaCorp LLC June 2013 - August 2013
New York Life Insurance Company March 2012 - June 2013
Novartis September 2008 - March 2012
Bon Accord January 2008 - August 2008
McKinsey & Company April 2000 - December 2007
Skills
Lotus Notes, LotusScript, Software Development, Integration, Lotus Domino, SharePoint, Databases, Troubleshooting, Sametime, JavaScript, IT Management, ITIL, Infrastructure
Education
Mumbai University 1968 — 1973
B. Sc, Physics
New York Life Insurance Company May 1986 - Present
NYLIFE Securities, LLC May 1986 - Present
Eagle Strategies LLC May 1986 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, 401k Rollovers, Life Insurance Stragies, Business Insurance..., Long Term Care Planning, Retirement Income..., Estate Planning, Finance
Education
University of Minnesota-Twin Cities
Bank of Tokyo-Mitsubishi UFJ August 2010 - Present
New York Life Insurance Company September 2009 - August 2010
State of Washington March 2009 - August 2009
Merrill Lynch March 2008 - February 2009
Hoffmann-La Roche May 2006 - February 2008
Accenture May 2003 - April 2006
Patni Computer Services September 1997 - April 2003
Skills
.NET, SharePoint, Web Services, Microsoft SQL Server, XML, SOA, Microsoft Office..., Project Planning, SDLC, Agile Methodologies, Solution Architecture, Scrum, Requirements Gathering, Software Project..., ASP.NET, AJAX, Web Applications, XSLT, SOAP, OOP, SharePoint Designer, WCF, Enterprise Architecture, IIS, TFS, Requirements Analysis, C#, LINQ, Software Development, SQL, UML, Database Design, Agile Project Management, InfoPath, Microsoft Technologies, Systems Analysis, Design Patterns, jQuery, Enterprise Content..., SSIS, Active Directory, ADO.NET, Management
Education
Mumbai University 1993 — 1996
Bachelor of Engineering, Electronics
Vivekanand Polytechnic 1990 — 1993
Diploma in Engineering, Industrial Electronics
New York Life Insurance Company November 2012 - Present
Delta Gamma Fraternity 2007 - June 2013
New York Life Insurance Company September 2011 - November 2012
New York Life Insurance Company March 2010 - September 2011
Loch Lloyd Country Club July 2005 - March 2010
Education
University of Missouri-Columbia 1997 — 2002
Bachelors of Science, Hotel and Restaurant Management
New York Life Insurance Company 2010 - Present
Volt Information Sciences, Inc. April 2008 - August 2010
Wicked Fashions, Inc. March 2005 - March 2008
Skills
Risk Management, Insurance, Analysis, Microsoft Excel, Financial Analysis, Negotiation, Outlook, Microsoft Office, Property & Casualty..., Directors & Officers..., Employment Practices..., Real Estate, Fidelity Bonds, Surety Bonds, Budget Management, Legal Contract Review, Commercial Insurance, Professional Liability, Cyber Liability, ERISA Bonds, International Terrorism, Associate in RIsk..., Foreign DIC
Education
University of Michigan 2000 — 2004
BA
TSYS October 2014 - Present
New York Life Insurance Company September 2013 - August 2014
West Point Parents' Club of Nebraska April 2011 - June 2013
Hewlett-Packard June 2007 - August 2012
Hewlett-Packard November 2005 - June 2007
Hewlett-Packard December 2003 - November 2005
Hewlett-Packard 2001 - December 2003
Inacom September 1992 - 2001
Skills
Exceptional Listener, Strong verbal and..., Experienced team leader, Ability to manage..., Critical Thinking, Problem Solving, Highly self-motivated, Persistent, Planning and organizing, Computer-literate..., Leadership, Project Planning, Communication, Cross-functional Team..., Program Management, Project Management, Operations Management, Strategic Planning, PMO, Business Development, Business Process..., Process Improvement, Integration, Sales, Management, Account Management, Channel Partners, Team Leadership, New Business Development, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
University of Nebraska at Omaha 1984 — 1987
Bachelor of Science (B.S.), Major: Banking and Finance; Minor: Management Information Systems
Gross High School 1979 — 1983
High School Diploma
New York Life Insurance Company June 2014 - Present
Age Well Senior Services August 2007 - April 2014
Age Well Senior Services August 2007 - August 2012
Skills
Wealth Preservation..., Wealth Transfer..., Permanent Life Insurance, Term Life Insurance, Retirement Planning, Protection..., Lifetime Income..., Education Funding..., Charitable Giving, Social Media Marketing, Sales Management, Healthcare, Marketing, New Business Development, Sales, Small Business, Budgets, Fundraising, Management, Start-ups, Social Media, Insurance, Program Management
Education
University Of Akron 1972 — 1976
Master of Education (MEd), Education/Administration
Mount Union College
Bachelor of Arts (BA), Political Science and Government
First Data Corporation February 2015 - Present
First Data Corporation July 2011 - May 2013
First Data International March 2005 - July 2011
First Data Corporation November 1997 - March 2005
CFG, INC 1996 - 1997
New York Life Insurance Company 1986 - 1996
Skills
Business Analysis, Process Improvement, Relationship Management, Account Management, Software Documentation, Customer Service, SDLC, Credit Cards, Payments, Banking, User Acceptance Testing, Management, Sales, Human Resources, Call Centers
Education
University of Nebraska at Omaha 1976 — 1979
BS, BA - Marketing
Shionogi Inc. April 2013 - February 2014
Quintiles October 2011 - December 2012
New York Life Insurance Company August 2010 - October 2011
Sepracor August 2000 - February 2009
Skills
Central Nervous System, Pharmaceutical Sales, Pharmaceutical Industry, Pulmonology, Neurology, Cardiology, Rheumatology, Gastroenterology, Allergy, Managed Care, Sales Effectiveness, Hospital Sales, Biotechnology, OB/GYN, Selling, Sales Operations, Healthcare, Sales Force Development, Internal Medicine, Product Launch, Selling Skills
Education
University of Missouri-Columbia 1987 — 1991
Bach of Science (BS), Biology/Pre-Med
University of Missouri-Columbia 1987 — 1991
Bachelor of Science (B.S.), Biology/Pre Med
New York Life Insurance Company August 2013 - Present
Tishman Speyer October 2010 - August 2013
Pitney Bowes July 2009 - October 2010
Quality Built September 2007 - March 2009
San Diego County Regional Airport Authority October 2006 - September 2007
World Monuments Fund October 2002 - July 2006
Rockefeller Archive Center December 2000 - September 2002
Skills
Team Leadership, Leadership, Document Management, Litigation Support, Knowledge Management, Access, Records Management, SharePoint, Project Planning, Records, Archival Preservation, Integration, Information Management, Microsoft Word, Microsoft Office, Enterprise Content..., Documentum, Requirements Analysis, Databases, Data Analysis, Archives, Microsoft Excel, Program Management, Governance, Process Improvement, Strategic Planning, Vendor Management, Business Analysis, Project Management, Training, Analysis, Team Building, Research, Contract Negotiation, Business Process..., CRM, EDRMS, Business Process, Risk Management, System Administration, Adobe Acrobat, Business Intelligence, Metadata, Change Management, Government, Content Management, Document Imaging
Education
University of Michigan 1994 — 1998
Bachelor of Arts, Film and Video Studies
Kaeser & Blair, Inc. March 1999 - Present
The Vernon Company July 1983 - March 1999
The Hershey Company April 1978 - March 1983
New York Life Insurance Company June 1976 - April 1978
Skills
Trade Shows, Marketing Communications, Advertising, New Business Development, Account Management, Marketing, Sales, Corporate Gifts, Social Media Marketing, Sales Management, B2B, Marketing Strategy, Selling, Small Business, Social Media, Direct Sales, Business Strategy, Public Speaking, Direct Marketing, Strategic Planning, Negotiation, Brand Development, Email Marketing, Market Planning, Customer Service, Business Development, Entrepreneurship, Sales Process, Management, Public Relations, Product Marketing, Direct Mail, Lead Generation, Online Advertising, Budgets, Event Planning, Contract Negotiation
Education
University of Nebraska at Omaha 1968 — 1972
Business
Charles River Associates September 2014 - Present
Charles River Associates September 2012 - September 2014
Charles River Associates June 2011 - September 2012
New York Life Insurance Company May 2010 - August 2010
Aultman Hospital May 2008 - September 2009
Skills
Financial Modeling, Transfer Pricing, Accounting, Due Diligence, Economics, Finance, Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Accounting, Forecasting, Financial Reporting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelor of Business Administration (BBA)
University of Michigan 2007 — 2011
Minor, Applied Statistics
IBM September 2013 - Present
New York Life Insurance Company April 2011 - August 2013
AIG June 2004 - April 2011
PepsiCo October 1999 - December 2002
Colgate-Palmolive February 1997 - October 1999
Towers Watson August 1989 - January 1997
Education
University of Michigan 1983 — 1988
Bachelor of Science (B.S.), Mathematics
CBD Wealth Management August 2014 - Present
Coker and Palmer Investment Securities, Inc. January 2012 - April 2013
New York Life Insurance Company September 2010 - November 2011
Malachi Financial Group January 2009 - April 2010
Skills
Series 7, Series 66, Series 6, Series 63, Accounts Payable, Payroll, Insurance, Mutual Funds, Life & Health Licenses
Education
University of Mississippi 2006 — 2009
B.B.A, Management; HR
A & R Professional Services-Cumming GA 2011 - Present
New York Life Insurance Company December 2003 - February 2011
Skills
Retirement Planning, Annuities, Long Term Care, Retirement, Financial Planning, Process Improvement
Education
Meramec Community College - St. Louis
Associate of Science (A.S.), Information Technology & Project Management
University of Missouri-Saint Louis
Bachelor of Science (BS), Mathematics and Minor in Econometrics
Prime Therapeutics July 2015 - Present
Prime Therapeutics June 2014 - July 2015
Prime Therapeutics June 2012 - June 2014
Prime Therapeutics February 2011 - August 2012
Genesis10 2010 - February 2011
New York Life Insurance Company 2009 - 2009
Skills
Business Analysis, Requirements Gathering, Process Improvement, Visio, Requirements Analysis, Project Management, Business Process, Access, Business Requirements, User Acceptance Testing, Pharmacy Benefit..., MS Project, Lotus Notes, Microsoft Excel, Data Analysis
Education
University of Minnesota-Twin Cities 2006 — 2009
B.A., Global Studies, Chinese
New York Life Insurance Company July 2009 - January 2011
National City Bank October 2008 - June 2009
Ameriprise Financial June 2008 - August 2008
Education
University of Missouri-Saint Louis 2005 — 2008
B.S., Economics
Resource Insurance Consultants August 2012 - Present
Resource Insurance Consultants November 2010 - August 2012
Mutual of Omaha July 2008 - October 2010
State Farm April 2006 - July 2008
New York Life Insurance Company May 2005 - March 2006
Allstate January 1999 - May 2005
Skills
Claim, Accident, Policy, Property & Casualty..., Insurance, Term Life Insurance, Commercial Insurance, Life Insurance, Fixed Annuities, Casualty, Liability, Homeowners, Employee Benefits, Risk Management, Call Centers, Customer Service, Management, Team Building, Strategic Planning, Sales, Leadership
Education
University of Nebraska at Omaha 1993 — 1998
B.A, Psychology
Providence Catholic High School 1989 — 1993
New York Life Insurance Company January 2015 - Present
University of Minnesota January 2014 - June 2014
Skills
Google Analytics, Strategic Planning, New Business Development, Social Networking, Process Improvement, Business Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Negotiation, Editing, SEO, E-commerce SEO, Social Media, Leadership
Education
University of Minnesota - Carlson School of Management 2009 — 2014
Bachelor's Degree, Majors: Marketing, Entrepreneurial Management, Minor: International Business
Vienna School of Economics (WU) 2014 — 2014
International Marketing
Activities for Learning, Inc. 2002 - Present
New York Life Insurance Company 1997 - 2002
Activities for Learning, Inc. 1995 - 1997
Education
University of Mary 2004 — 2006
Graduate Degree, MBA and Masters in Management
University of Minnesota-Twin Cities 1983 — 1985
Bachelors of Science
New York Life Insurance Company September 2004 - Present
Education
University of Mindanao 1986 — 1987
BSC, Business
New York Life Insurance Company June 2011 - Present
Standard & Poor's May 2007 - May 2011
Clarendon Insurance Group January 2004 - May 2007
PricewaterhouseCoopers August 2001 - December 2003
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Risk Management, Valuation, Corporate Finance, Financial Services, Equities, Credit Analysis, Investment Banking, Financial Risk, Bloomberg, Due Diligence, Finance, Insurance, Investments, Financial Reporting, Strategic Financial..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance and Accounting
New York Life Insurance Company 2015 - Present
Education
University of Michigan 2009 — 2011
Master of Public Health (M.P.H.)
University of Michigan
Bachelor’s Degree
Keller Williams Advantage June 2005 - January 2013
Springs Realty June 2004 - June 2005
New York Life Insurance Company August 2000 - August 2002
Skills
Licensed Social Worker, Chemical Dependency, Senior Housing..., New Home Sales, Rentals, First Time Home Buyers, National Association of..., Real Estate, Selling, Condos, Investment Properties, e-PRO
Education
Wright State University 1976 — 1978
M.S., Counseling
University of Michigan, Ann Arbor 1959 — 1962
Education
University of Michigan-Flint 1959 — 1962
Education
Mutual of Omaha October 2012 - Present
Pacific Life March 2011 - June 2011
TD Ameritrade 2006 - 2009
1st Global September 2004 - July 2006
Reef Securities Inc March 2004 - June 2004
Morgan Spaulding Inc November 2002 - October 2003
Fidelity Investments April 2002 - August 2002
Ameritrade Holding Corporation June 1999 - April 2001
New York Life Insurance Company July 1992 - May 1999
Skills
Trading, Mutual Funds, Securities, Series 63, Fixed Annuities, Investments
Education
University of Nebraska at Kearney 1987 — 1991
Bachelor of Science, Business Administration/Finance Major
Auburn School District April 2006 - Present
Citi January 2009 - May 2009
New York Life Insurance Company October 2000 - December 2004
Casual Corner & Sunglass Hut January 1989 - October 2000
Skills
Series 6 & 63 Lisencing, Sales and Seminnars, Life and Disability...
Education
The University of Montana 1984 — 1987
Bachelor of Markeitng, Marketing Management
University of Wyoming 1982 — 1983
one year attendance, Education
Casper Jr. College 1980 — 1982
Retail Associates Degree, Retail Merchandising/ Business Law
Update Legal February 2012 - Present
New York Life Insurance Company October 2011 - Present
DGI Meditest August 2008 - October 2012
TNS Research International June 2003 - April 2008
Shopper's stop January 1998 - April 2003
Education
University of Mumbai 1988 — 1991
LLB, Law
KPB Hinduja College of commerce 1983 — 1988
BCOM, Accounts
University of Mumbai 1983 — 1988
BCom, Accounts
New York Life Insurance Company November 2009 - Present
New York Life Insurance Company November 2009 - July 2015
Skills
Software Design, Software Development, Software Testing, Software Troubleshooting, Software Documentation, Data Analysis, Mainframe Testing, JCL, IBM Utilities, Oracle SQL Developer, IMS DB/DC, UNIX System V, C, COBOLII, PL1, System Maintenance, Customer Support, VSAM
Education
University of Missouri-Columbia 1972 — 1974
Liberal Arts and Sciences, General Studies and Humanities
Medtron January 2015 - Present
Consultant October 2014 - December 2014
MVP Marketing + Design July 2012 - October 2014
New York Life Insurance Company April 2008 - July 2012
U.S. Bank 1999 - 2002
Skills
SEO, Google Analytics, Google Adwords, E-commerce SEO, Social Media, Customer Service, Account Management, WordPress, Data Analysis, Detail Orientation, Strong Organization, Long-term Customer...
Education
University of Minnesota-Twin Cities 2002 — 2008
Bachelors of Science, Global Studies
residence Elementary Education of studentstudorresidenceFebruary 2009 - Present
New York Life Insurance Company April 2007 - April 2009
New York Life Insurance Company 2007 - 2009
Education
University of Mississippi 1976 — 1978
Bachelor of Education (BEd), Elementary Education and Teaching
Arkedelphia High school 1972 — 1975
New York Life Insurance Company October 2012 - Present
Francisco Banuelos Insurance June 2006 - October 2012
Bloch Communication Center (UMKC) September 2011 - May 2012
Skills
Licensed Property &..., Licensed Life & Health...
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship, 3.2
New York Life Insurance Company February 2013 - Present
Nuest Farms June 2012 - November 2012
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Risk Management, Valuation, Strategic Financial..., Capital Markets, Fixed Income, Asset Management, Microsoft Excel, Investment Banking, Strategic Planning
Education
University of Minnesota-Morris 2008 — 2012
Bachelors of Arts, Economics, Finance
University of Minnesota-Morris 2007 — 2012
Bachelor degree, Economics and Business Management
The Prudential Insurance Company of America September 2012 - Present
New York Life Insurance Company April 2010 - June 2012
Education
University of Mississippi School of Medicine 1999 — 2001
Bachelor of Science (BS), Health Information/Medical Records Administration/Administrator
LSU 1990 — 1993
Bachelor of Science (BS), QBA
Self-employed ownerMILAN MANAGEMENTMay 1973 - June 1996
New York Life Insurance Company September 1971 - January 1982
Education
University of Michigan 1959 — 1963
Bachelor's degree, EDUCATION
MUMFORD HIGH SCHOOL 1955 — 1959
Alexander Automotive Group June 2013 - Present
New York Life Insurance Company December 2008 - August 2009
Education
University of Mississippi 2002 — 2008
Business, Management, Marketing, and Related Support Services