Experience
Encino Chamber of Commerce  January 2010 - Present
KSA Management Inc   September 2008 - Present
New York Life Insurance Company   2009 - 2010
Seaturtle Entertainment, Inc.   June 2007 - April 2008
LeCreuset Of America   June 2006 - June 2007
Haber Corporation  June 2001 - June 2006
Haber Corp.   June 2000 - June 2001

Skills
Payroll, Tax, Financial Statements, Small Business, Non-profits, Event Planning, New Business Development, Social Media Marketing, Tour Accounting, Social Media, Advertising, Marketing Strategy, Marketing, Budgets, Nonprofits, Music, Time Management, Insurance, Strategic Planning, Leadership, Customer Service, Social Networking, Auditing, Fundraising, Event Management, Entrepreneurship, Public Relations, Public Speaking, Business Development, Accounting, Online Advertising, Marketing Communications, Business Planning, Email Marketing, Start-ups, Negotiation, Digital Media

Education
University of Phoenix   2009 — 2011
Bachelors

Western International   2004 — 2006
AA

Experience
New York Life Insurance Company   2011 - Present
New York Life  2007 - 2011

Skills
Insurance, Retirement Planning, Retirement, Leadership, Estate Planning, Sales, 401(k) Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, IRA Rollovers, Financial Services, Financial Recruiting, Key Person Protection, Legacy Planning, Multi-Generational...

Education
Oxford University   2007 — 2008

Loyola Marymount University   2003 — 2007
Business Law and Finance

Experience
NYLIFE Securities LLC  April 2005 - Present
New York Life Insurance Company   April 2005 - Present
UPS  June 1998 - June 2005

Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Protection Planning/ ..., Retirement, Retirement planning, Small Business, Succession planning, Wealth Preservation ..., Retirement Planning, Team Building, Marketing, Finance, Leadership, Life Insurance, Customer Service, Sales, Public Speaking, Social Media

Education
University of Oregon   1996 — 2002
Bachelor of Science (BS), Accounting

Experience
Contraction and Installation Engineering in Longkou branch Company   August 2014 - Present
New York Life Insurance Company   July 2012 - March 2014

Skills
Microsoft Office, Microsoft Excel, Final Cut Pro, Microsoft Word, Social media marketing, Value Selling, Piano Performance, Electric Guitar, conductor, Chinese Calligraphy, Online Search, Drum Set, Data Analysis

Education
University of Oregon   2010 — 2013
Bachelor's degree, Film / Communication Disorder and Sciences/Comic Studies

Minqing 1st High School, Fuzhou, Fujian

Experience
New York Life Insurance Company   June 2015 - Present
Towers Watson  May 2014 - August 2014
The Wharton School  February 2014 - May 2014
Citi  June 2013 - August 2013
Aon Risk Solutions  June 2012 - August 2012

Skills
Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Modeling, Data Analysis, Actuarial Science, Actuarial Consulting, Valuation, Financial Risk..., Retirement Planning, Statistics, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor of Science (B.S.), Economics- Finance, Actuarial Science, Operations and Information Management

Singapore American School   2003 — 2011

Experience
New York Life Insurance Company   November 2012 - Present

Education
University of Oregon

Experience
Glendale Unified School District  September 2015 - Present
Armenian American Chamber of Commerce   January 2015 - Present
M Consulting  February 2013 - Present
FISCAL CREDIT UNION  January 2002 - Present
Fiscal Credit Union  December 2005 - December 2007
Fiscal Credit Union  June 2004 - December 2005
Logix Federal Credit Union  January 2004 - June 2004
New York Life Insurance Company   March 1999 - January 2002

Skills
Banking, Credit, Loans, Consumer Lending, Strategic Planning, E-commerce Consulting, Operations Management, Services Marketing, Sales Management, Credit Analysis, Risk Management, Credit Unions, Executive Management, Loan Origination, New Business Development, Strategic Financial..., ALM, Team Building, Coaching, Mobile Banking, Marketing, Strategy, Cross Selling, Training, Customer Service, Strategic Partnerships, Mortgage Lending, Sales, Business Development, Commercial Lending, Customer Retention, Retail Banking, Credit Cards, Financial Services, Credit Risk, Insurance, Small Business Lending, Branch Management, Finance, Internet Banking, Relationship Management

Education
University of Pennsylvania - The Wharton School   2015 — 2015
CUES CEO Institute I

California State University-Northridge   2013 — 2014
Bachelor of Arts (B.A.), Economics

Glendale Community College   2012 — 2013
Associate's degree, Economics, General

Los Angeles City College   2012 — 2013

Western CUNA Management School Pomona College   2011 — 2013
Certification, Finance and Financial Management Services, Marketing, Business Law, Strategic Planning, Economics.

Experience
Citywide Home Loans  January 2015 - Present
New York Life Insurance Company   August 2011 - Present
Donna Baldwin Agency  August 2009 - Present
Abercrombie & Fitch  August 2010 - August 2011

Education
University of Northern Colorado   2005 — 2009
Bachelor of Science (B.S.), Mass Communication/Media Studies

Experience
New York Life Insurance Company   February 2014 - Present
Bank of America  January 2013 - February 2014
Yum! Brands  May 1997 - January 2013

Skills
Accounting, Finance, Insurance, Retirement, Customer Service, Leadership, Sales, Team Building, Management, Public Speaking, Strategic Planning, Marketing, Microsoft Office, Analysis, Financial Analysis, Social Media, New Business Development, Small Business, Social Networking, Negotiation, Budgets, Time Management, Customer Satisfaction, Coaching

Education
University of Phoenix   2012 — 2014
Master's degree, Accounting

University of Phoenix   2008 — 2011
Bachelor of Science (BS), Accounting

Franklin High School   1995 — 1999

Experience
New York Life Insurance Company   2012 - Present

Skills
Recruiting, Training, Sales, Banking, Business Development, Financial Analysis, Insurance, Leadership, Employee Benefits, Analysis, Hiring, Small Business, Finance, Securities, Strategic Planning, Risk Management, Financial Services, Investments, Business Planning

Education
University of Phoenix-Southern California Campus
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
Arizona Leadership Foundation   September 2013 - Present
University of Notre Dame  July 2011 - June 2013
New York Life Insurance Company   December 2006 - June 2011
Parent Aid   January 2008 - January 2011
First Command Financial Services  July 1991 - November 2006
US Navy  May 1979 - December 1985

Skills
Arizona Tax Credits, Capital Campaign, Non-profits, Legacy creation, Insurance, Strategic Planning, Investments, Public Speaking, Risk Management, New Business Development, Small Business, Capital Campaign..., Leadership, Nonprofits, Financial Analysis, Budgets, Analysis, Strategic Financial..., Strategy, Recruiting, Business Development, Team Building, Portfolio Management, Business Planning, Finance, Management Consulting, Management, CRM, Executive Management, Business Strategy, Entrepreneurship, Time Management, Training, Mergers & Acquisitions, Leadership Development, Financial Planning

Education
Columbia University - Graduate School of Business   1990 — 1992
MBA, Finance; Management of Organizations

University of Notre Dame   1975 — 1979
BS, Chemical Engineering

Experience
SheerID  September 2013 - Present
SheerID  September 2013 - December 2014
SheerID  September 2013 - January 2014
Luxe Gifts   April 2011 - January 2014
New York Life Insurance Company   June 2009 - September 2010

Skills
Social Networking, Social Media, Customer Service, Management, Public Relations, Community Outreach, Social Media Marketing, Press Releases, Social Media..., Blogging, Marketing, SEO, WordPress, Web Analytics, Strategic Public..., Event Planning, Retail, Administrative...

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2013
Bachelor of Science (B.S.), Marketing & Communications

Experience
New York Life Insurance Company   January 2015 - Present
New York Life and NYLIFE Securities LLC   January 2012 - Present
New York Life Insurance Company   January 2012 - Present
Binswanger  January 2010 - December 2011
Binswanger  January 2008 - December 2009
University of Pennsylvania Athletics Department   January 2006 - May 2008
University of Pennsylvania  August 2004 - May 2008

Skills
Investments, Insurance, Retirement, Financial Services, Estate Planning, Asset Management, Retirement Planning, Strategic Planning, Wealth Management, Asset Allocation, 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Insurance, Multi-generational..., Multi-generational..., Protection..., Annuity Sales, Small Business, Succession Planning, Wealth Preservation...

Education
University of Pennsylvania
Bachelor of Science, Communications

East Grand Rapids High School

Experience
The Cambridge Financial Center  2004 - 2015
Penn Mutual  2004 - 2015
New England Financial  2003 - 2004
Principal Financial Group  March 1997 - April 2003
New York Life Insurance Company   1992 - 1997
New York Life Insurance Company   1988 - 1992

Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments

Education
University of Phoenix
Business Management

University of Utah

Experience
Citizens Bank  March 2015 - Present
New York Life Insurance Company   December 2011 - January 2013

Skills
Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Small Business, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Series 6, Mutual Funds, Universal Life, IRAs, Strategic Financial..., Investments, Series 7, Leadership, 401k, Research, Employee Benefits, Public Speaking, 401k Rollovers, Wealth Management, Microsoft Office, Social Media

Education
University of Pennsylvania   2007 — 2011
Bachelor's degree, Communications

Experience
CEO/Founder/Owner at OPJ Investments, Retirement & Insurance   September 2013 - Present
New York Life Insurance Company   November 2010 - August 2013
Army California National Guard   July 2007 - July 2013
Alltrust Real-Estate and Lending Co.   January 2006 - December 2008

Skills
Leadership, Sales, Microsoft Excel, Marketing, Insurance, Finance, Investments, Microsoft Office, Analysis, Recruiting, Strategic Planning, Employee Benefits, Customer Service, Budgets, Communication, Accounting, Professional Mentoring, Small Business, Management, Retirement Planning, I am fluent in English..., I am skilled in..., Fixed Annuities, Variable Annuities, 401k Rollovers, IRAs, Roth IRA, SEP IRA, College Funding..., Final Expense Planning, Index Funds, Term Life Insurance, Permanent Placement, Permanent Life Insurance, Long Term Care Insurance, Business Development, Corporate Trust, Voluntary Employee...

Education
Kaplan Financial Education   2013 — 2013
Series 7 Securities Course Completed, Banking, Corporate, Finance, and Securities Law, Certificate

University of Phoenix   2010 — 2015
Doctor of Philosophy (Ph.D.), Business Administration and Management, GPA= 3.66

UOPX   2006 — 2010
Master of Business Administration (M.B.A.), Business Administration, GPA= 3.59

University of Chapingo   1997 — 2012
Bachelor's Degree, Enginer in Agricultural Economics

Experience
Jefferies LLC  December 2014 - Present
Jefferies & Company  July 2012 - December 2014
Jefferies & Company  June 2011 - August 2011
New York Life Insurance Company   May 2010 - August 2010

Education
University of Pennsylvania   2008 — 2012
B.A., Political Science

Experience
John Mezzalingua Associates LLC d/b/a/ JMA   May 2013 - Present
New York Life Insurance Company   May 2010 - Present
SEFCU  December 2007 - May 2010

Education
University of Phoenix   2005 — 2009
Business Management

Experience
New York Life Insurance Company   September 2012 - Present
Haskell Financial Group   2014 - 2015
Haskell Financial Group   2014 - 2015
New York Life Insurance Company   November 2010 - September 2012
Bankers Life and Casualty  April 2009 - October 2010
Referral Leaders International  2010 - 2010
Lone Star Business Solutions  2009 - 2010
Koch Industries  1991 - 1994

Skills
Financial Analysis, Retirement Planning, Insurance, Training, Account Management, Accounting, Finance, Small Business, Investments, Fixed Annuities, Wealth Management, Customer Service, Life Insurance, Sales, Team Building, Marketing, Financial Reporting, Long-term Care

Education
University of Oklahoma   1987 — 1991
BA, Accounting / Finance

University of Oklahoma

Experience
Witt Company  November 2014 - Present
New York Life Insurance Company   October 2010 - July 2012
Yellowbook  April 2006 - May 2011
ADT Security Services  June 2004 - April 2006

Skills
Sales, Health Insurance, Insurance, Marketing, Customer Retention, Cold Calling, Direct Sales, Life Insurance, Customer Service, Team Building

Education
University of Oregon   1996 — 1997
Bachelor of Arts, Political Science

International School Manila   1967 — 1978

Experience
Saybrus Partners  February 2008 - Present
Benefit Concepts of Colorado, Inc.   2005 - 2008
New York Life Insurance Company   2002 - 2005
Sungard  March 1999 - June 2002
ING  August 1986 - August 1999

Skills
Fixed Annuities, Estate Planning, Insurance, Retirement, Life Insurance, Series 6, Term Life Insurance, Retirement Planning, Series 63, Long-term Care, 401k, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Sales

Education
University of Northern Colorado   1982 — 1986
Business

Experience
Waterloo Landscape and Design   May 2010 - Present
Community TechKnowledge  July 2009 - May 2012
New York Life Insurance Company   2006 - 2007
SAI  March 2002 - August 2006
Malaga Restaurant   2003 - 2004

Skills
Salesforce.com, Customer Service, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Social Media, Account Management, Social Media Marketing, Team Leadership, Marketing, Public Relations, Training, Time Management, Troubleshooting, Sales, Program Management, Event Management, Management, Online Marketing, Public Speaking, Nonprofits, Event Planning, Online Advertising, Email Marketing, SEO, CRM, SaaS, Communication Skills, Marketing Communications, Entrepreneurship, Architectural Design, Project Planning, Business Development

Education
University of Phoenix   2003 — 2008
Bachelors, Business Management and Information Systems

Experience
Enerflex Energy Systems Inc.   May 2014 - Present
Waukesha Pearce Industries, Inc  October 2011 - May 2014
Wall Colmonoy Corporation: Aerobraze Engineered Technologies   September 2010 - August 2011
ARINC Engineering Services, LLC  April 2009 - March 2010
ARINC Engineering Services, LLC  July 2008 - March 2009
ARINC Engineering Services, LLC  April 2006 - May 2008
ARINC Engineering Services, LLC  December 2004 - April 2006
BearingPoint  September 2004 - December 2004
American Fidelity Assurance Company  November 2003 - April 2004
New York Life Insurance Company   May 2001 - October 2003

Skills
Program Management, Business Development, Leadership, Management, Personnel Management, Marketing, Aerospace, Operations Management, Military, Engineering, Strategic Planning, Process Improvement, Contract Negotiation, Team Building, Proposal Writing, Contract Management, Project Management, Procurement, Supply Chain, Analysis, Natural Gas, Aircraft Maintenance, Manufacturing, Aircraft, Budgets, Strategy, Supply Chain Management, Defense, Negotiation, Forecasting, Sales Operations, Project Planning, Product Development, Sales Management, Petroleum, Change Management, New Business Development, Troubleshooting, Logistics, Energy, Team Leadership, Organizational..., Quality Assurance, Air Force, Software Documentation, Sales, Supervisory Skills, Integration, Business Strategy, Energy Industry

Education
Ariel Corporation   2014 — 2014
Certificate, Ariel Compressor Basic Product Training, Ariel Corporation Certified

University of Oklahoma   2014 — 2014
Certificate, Caterpillar Natural Gas Engine Theory of Operation, CAT Certified

RAIN Group   2013 — 2013
The Relationship Strategy Program, Developing Clients for Life, Completed

University of Oklahoma   2013 — 2013
Certificate, Natural Gas Compressor Package Maintenance, Ariel Corporation Certified

GE Waukesha Gas Engine Training (GET)   2012 — 2012
Certification, Gas Engine Maintenance and Operation, GE Waukesha Certified

GE Waukesha Product Training   2012 — 2012
Certificate, GE Waukesha Products

University of Oklahoma   2012 — 2012
Engine Emission Optimization, Natural Gas Compression

Karrass USA Ltd   2009 — 2009
Certificate, Professional Negotiation

U.S. Navy Senior Managers Academy   1999 — 1999
Graduate, Professional Military Education

University of Oklahoma   1997 — 1999
BLS, Administrative Leadership Studies, Overall GPA: 3.98 Program GPA: 3.57

Experience
New York Life Insurance Company   November 2014 - December 2014
McAdam Financially Advanced™  September 2014 - October 2014
University of Pennsylvania Residential Services  October 2010 - May 2014
Student Federal Credit Union at the University of Pennsylvania  October 2011 - October 2012
University of Hawaii at Manoa  June 2010 - August 2012
'Iolani School  September 2008 - June 2010

Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word

Education
University of Pennsylvania   2011 — 2014
Bachelor of Arts (BA), Economics and East Asian Studies

'Iolani School   2004 — 2010
High School

Bible Baptist School

Experience
New York Life Insurance Company   December 2014 - Present
United States Senate  March 2010 - December 2014
United States Senate  February 2013 - March 2014
U.S. House of Representatives   2007 - 2010
U.S. House of Representatives   2007 - 2007
National Retail Federation  2005 - 2007
Sears, Roebuck and Co.   2004 - 2005

Skills
Public Policy, Policy Analysis, Legislative Relations, Political Campaigns, Federal Government, Government, Political Science, Grassroots Organizing, Politics, Legislative Research, Coalitions, Grassroots, Nonprofits

Education
University of Pennsylvania   1998 — 2002

Experience
New York Life Insurance Company   November 2009 - Present
New York Life Insurance Company   September 2007 - November 2009
New York Life Insurance Company   June 2003 - September 2007
New York Life International  May 2002 - August 2002
Uniglobe Plaza Travel   1994 - 2001

Skills
Investment Strategies, Asset-Liability..., Asset Allocation, Manager Selection, Investment Performance..., Portfolio Optimization, Risk Management, Interest Rate Risk..., Life Insurance, Strategic Financial..., Process Improvement, Team Building, Problem Solving, Communication, Alternative Investments, Stochastic Modeling, Leadership, Simulation, Finance, Portfolio Management, Financial Modeling, Business Strategy, Investments, Strategy, Financial Planning, Financial Services

Education
Wharton School, University of Pennsylvania   2001 — 2003
Master of Business Administration (MBA), Finance, General

University of Redlands   1998 — 2000
Bachelor of Science (BS), Management Information Systems, General

Experience
New York Life Insurance Company   September 2014 - Present
New York Life Insurance Company   September 2012 - September 2014
New York Life Insurance Company   September 2011 - September 2012
New York Life Insurance Company   December 2010 - September 2011
New York Life Insurance Company   September 2009 - December 2010
New York Life Insurance Company   July 2008 - September 2009

Skills
Actuarial, Insurance, Pricing, Actuarial Science, Embedded Value, ALM, US GAAP, Financial Modeling, Financial Reporting, Business Planning, Valuation, Life Insurance, Risk Management, Financial Risk, Fixed Annuities, Reinsurance, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2005 — 2008
BS Economics, Actuarial Science, Finance, Statistics

New York University - Leonard N. Stern School of Business   2004 — 2005

Experience
Filly Star LLC   June 2009 - Present
MassMutual Financial Group  February 2007 - Present
Vnexpress LLC   May 2006 - Present
New York Life Insurance Company   January 2005 - December 2006

Education
University of Oklahoma   2002 — 2004
Master, Human Relations

University of Oklahoma   1999 — 2002
BBA, Finance

Experience
New York Life Insurance Company   June 2012 - Present
SJ Brokerage, Inc.   January 2008 - June 2012

Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Customer Service, Retirement Planning, Retirement, Whole Life, Property & Casualty..., Commercial Insurance, IRAs, Long Term Care Insurance

Education
University of Northern Colorado

Experience
Applied Predictive Technologies  February 2014 - Present
Applied Predictive Technologies  July 2012 - February 2014
ZS Associates  May 2011 - August 2011
University of Pennsylvania  September 2009 - May 2011
New York Life Insurance Company   May 2010 - August 2010

Skills
Excel, PowerPoint, SQL Server, Oracle, Access, SQL, VBA, Java, SAS, Python, NetLogo, Big Data, Microsoft Excel

Education
University of Pennsylvania   2008 — 2012
Bachelor of Science in Economics, Operations & Information Management, eCommerce, 3.66

Experience
New York Life Insurance Company   August 2012 - Present
New York Life  December 2008 - September 2012
Instructional Design Consultant   January 2008 - November 2008
AMH NJ Consulting   January 2007 - November 2007
Realogy  2005 - 2007
Realogy  2003 - 2005
Realogy  2001 - 2003
Advantage  1999 - 2001
Westech Corporation   September 1996 - August 1999
United States Navy  August 1992 - October 1995

Skills
Mobile Learning, E-learning, Instructional Design, Social Learning

Education
Science High   1988 — 1992

University of Phoenix
BS, IT

Experience
Voya Financial  April 2015 - Present
Mercer  July 2013 - April 2015
PennCycle  June 2011 - January 2013
New York Life Insurance Company   May 2012 - August 2012
Perelman School of Medicine at the University of Pennsylvania  May 2011 - August 2011

Skills
Financial Modeling, Entrepreneurship, Valuation, Data Analysis, Start-ups, Business Strategy, Strategy, Analytics, Research, Competitive Analysis, Microsoft Office, Strategic Planning, Marketing Strategy, Analysis

Education
University of Pennsylvania   2009 — 2013
Bachelor of Arts (BA), Environmental Studies and Mathematics, (MAGNA CUM LAUDE)

The Spence School   1996 — 2009

Experience
Orchard Admistrators, LLC   January 2006 - Present
Orchard Finacial Group, LLC   July 2000 - January 2008
Berkshire Life  January 1996 - July 2000
Union Central Life  January 1992 - December 1995
New York Life Insurance Company   October 1975 - December 1992
U. S. Army   August 1972 - April 1975

Skills
Mutual Funds, Leadership, Life Insurance, Estate Planning, Financial Services, Investments, Program Management, Sales, Insurance, Retirement Planning, Retirement, Business Planning, Disability Insurance, Financial Planning

Education
University of Oklahoma   1967 — 1972
Bachelor of Business Administration (BBA), Price School of Business, Marketing

Experience
Summit Truck Group  April 2014 - Present
State Farm  December 2013 - March 2014
New York Life Insurance Company   October 2011 - July 2013
AAA New Mexico  January 2011 - October 2011

Skills
Finance, Small Business, Sales, Sales Presentations, Fixed Asset Depreciation, Accelerated Depreciation, Time Management

Education
Sandia High School   1990 — 1995

University of Phoenix-Albuquerque Campus

Experience
American Association of Petroleum Geologists (AAPG)   October 2014 - Present
New York Life Insurance Company   September 2013 - September 2014
Saint Francis Health System  December 2009 - February 2013
American Heart Association  September 2006 - December 2009
General Electric  March 2000 - August 2006
Rudy's  August 1997 - March 2000
United States Peace Corps  June 1995 - August 1997
Rudy's  May 1991 - June 1995
Paper Chase  September 1986 - July 1988

Skills
Public Relations, Process Improvement, Strategic Planning, Brand Management, Fundraising, Event Management, Marketing, Public Speaking, Event Planning, Social Media Marketing, Team Building, Leadership, Nonprofits, Volunteer Management, Healthcare, Training, Management, Budgets, Program Management, Recruiting, Organizational..., Business Development, Sales, Customer Service, Employee Relations, Leadership Development, Editing, Newsletters, Community Outreach, Advertising, Social Networking, Grants, Program Development, Social Media, Philanthropy, Grant Writing, Coaching, Marketing Communications, Strategic Communications, Retail, Community Development, Staff Development, Small Business, Selling, B2B, Team Leadership, Sales Operations, Entrepreneurship, Marketing Strategy, Account Management

Education
University of Oklahoma   2002 — 2004
Master of Human Relations, Organizational Studies

University of Tulsa   1992 — 1994
Bachelor of Science in Geosciences, Earth and Environmental Science

Edison High School   1984 — 1988

Experience
New York Life Insurance Company   July 2015 - Present
COUNTRY Financial®  November 2013 - July 2015
C.H. Robinson   December 2012 - September 2013
Ministerio de Educacion  September 2009 - June 2012
Edwards elementary school   July 2011 - September 2011
Vivian Olum Child Development Center  January 2007 - August 2008

Skills
Spanish, ESL, Teaching, Grammar, Teaching English as a..., International Education, Language Teaching, Tutoring, Curriculum Design, Higher Education, Intercultural..., Curriculum Development, Customer Support, English, Financial Services, Translation, Customer Service, Sales

Education
University of Oregon   2005 — 2009
Bachelor of Arts, Spanish

University of Oviedo, Spain   2008 — 2008

Newberg High School

Experience
Verizon  June 2015 - Present
New York Life Insurance Company   May 2013 - May 2015
MidFirst Bank  October 2012 - June 2013

Skills
Mathematics, Customer Service, Independence, Analytics, Hospitality, Risk Management, Finance, Credit, Social Networking, Sales, Time Management

Education
University of Oklahoma   2008 — 2012
Bachelor of Arts (BA), Mathematics

Experience
New York Life Insurance Company   January 2013 - Present
Stephanie L. McDowell, CPA   July 2005 - December 2012
Acushnet Company  July 2000 - July 2005
Raymon Holland CPA PC   January 2000 - July 2005
Henry Hortenstine, CPA PC   October 1996 - January 2000
Coopers & Lybrand  September 1994 - October 1996

Skills
Tax, Finance, Small Business, Accounting, Corporate Tax, CPA, 401k Rollovers, Life Insurance, Long Term Care Insurance, Retirement Savings, Variable Annuities, Fixed Annuities, Retirement Planning, Customer Service, Strategic Financial..., Financial Services, Auditing, Management

Education
University of Notre Dame   1990 — 1994
BBA, Accounting

Falmouth High   1986 — 1990

Experience
New York Life Insurance Company   July 2011 - Present
Nationwide Insurance  July 2010 - May 2011
The Hartford  January 2010 - June 2010
The Hartford  2005 - 2009
The Hartford  2004 - 2005
The Hartford  2001 - 2004
The Hartford  1999 - 2000
The Hartford  1998 - 1999
The Hartford  1997 - 1998
United States Department of Defense  1994 - 1996

Skills
Marketing Strategy, Product Marketing, Market Analysis, Positioning, Product Launch, Team Leadership, Internal & External..., Insurance, Strategic Planning, Segmentation, Competitive Analysis, Product Management, Financial Analysis, Executive Management, Leadership, Strategy, Business Development

Education
University of Notre Dame - Mendoza College of Business   1996 — 1997
MBA, Finance

Western Michigan University - Haworth College of Business   1988 — 1992
BBA, Accounting

Experience
Peter J. Solomon Company  July 2015 - Present
New York Life Insurance Company   May 2014 - August 2014
Birch Creek Capital   October 2013 - May 2014
Breskman Tutoring Services   September 2012 - April 2014
CIGNA  May 2013 - August 2013
Revolution Prep  March 2012 - September 2012
Rolling Green GC   May 2008 - August 2012
Bryn Mawr Tutoring Group   September 2009 - May 2011

Skills
Microsoft Excel, PowerPoint, Economics, Golf, VBA, Public Speaking, Long Distance Running, Academic Tutoring, Debate, French, Boxing, Piano, Data Analysis, Investment Banking, Social Media, Microsoft Access, SQL Azure, Squash, Microsoft SQL Server

Education
University of Pennsylvania   2011 — 2015
Bachelor of Arts (BA), Economics, magna cum laude

The Episcopal Academy   1998 — 2011

Experience
Central State Bank  October 2008 - Present
New York Life Insurance Company   January 2006 - August 2008

Skills
Mortgage Lending, Banking, Financial Analysis, Loan Origination, Insurance, Customer Service, IRAs, Home Equity Loans, Consumer Lending, Retail Banking, Private Banking, Real Estate, Sales, Wealth Management, Microsoft Publisher, Graphic Design, Marketing, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Microsoft Word, PowerPoint, Retirement Planning, Roth IRA, Microsoft Excel, Series 6, Series 63, Fixed Annuities, Financial Services, Wealth Management..., Retirement, Life Insurance, Variable Annuities, Life, Residential Mortgages, Long Term Care Insurance, Music Production, Guitar

Education
University of Northern Iowa   2001 — 2005
Business Administration, Management, Real Estate, International Business

IBA Consumer Credit School

Wahlert

Experience
New York Life Insurance Company   March 2015 - Present
Cablevision  November 2002 - March 2015

Skills
Change Management, Process Engineering, Agile & Waterfall..., Strategic Partnerships, Business Analysis, Contact Center..., Billing Systems, Vendor Management, Defect Tracking, Product Lifecycle..., Requirements Gathering, Functional Requirements, Large Scale Deployments, Data Analysis, Survey Research, Survey Design, Strategic Communications, Risk Management, Customer Service, Management, Wireless, Microsoft Office, Telecommunications, Customer Satisfaction, Integration, Project Management, SDLC, Business Process, Team Leadership

Education
University of Phoenix
Bachelor of Business Administration (BBA)

Experience
Cellular Sales  July 2012 - Present
New York Life Insurance Company   November 2011 - September 2012
AT&T Mobility  May 2005 - October 2011
Cingular Wireless  August 2000 - April 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, New Hire Orientations, Mentoring Of Staff, Training, Job Coaching, Observation, Coaching, Sales, Time Management, Retail, Customer Retention, Management, Team Building, Customer Service, Leadership, Sales Management

Education
University of Phoenix   2008 — 2009
MBA, Business Administration

University of Louisiana at Lafayette   1997 — 2001
Bachelor of Science (BS), Psychology

St. Joseph Seminary College   1996 — 2001
Liberal Arts, Liberal Arts and Sciences/Liberal Studies

Experience
Springfield Jr. Blues   May 2012 - Present
San Jose Jr. Sharks   October 2007 - May 2012
New York Life Insurance Company   January 2007 - January 2007
Pensacola Ice Pilots  January 2006 - June 2006
Chicago Steel  May 2005 - January 2006
Springfield Spirit (NAHL)   May 2004 - May 2005

Skills
Sales Operations, Strategic Planning, budgeting, Event Planning, Goalie Coaching, Hockey Skill Development, Sports Management, Sports, Sports Marketing, Coaching, Event Management, Sponsorship

Education
University of Notre Dame   1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Independent Advisor  April 2013 - Present
BUPA Inter.Health Insurance   2013 - 2014
New York Life Insurance Company   April 2010 - March 2013
Bankers Life and Casualty  June 2010 - June 2011
First Family Insurance  January 2010 - May 2011
Franchise Developments   2001 - 2008
Beecham Products Caribbean   1990 - 1991

Skills
Customer Relations, Strategic Planning, New Business Development, Contract Negotiation, Administration, Health, Insurance, Financial Planning, Long Term Care, Budgeting, Risk Management, Negotiation, Annuities, Sales Management, Excel, Microsoft Office, Retirement Planning, Disability Insurance, Problem Solving, Long-term Care, Fixed Annuities, Life Insurance, Management, Long Term Care Insurance, Universal Life

Education
UCV   1973 — 1976
Business, Marketing / Administration

University of Pennsylvania - The Wharton School   1988 — 1988
Courses in Finance for Managers

Experience
Credit Suisse  October 2014 - Present
New York Life Insurance Company   September 2012 - October 2014
Simpson Thacher & Bartlett  October 2006 - September 2012
Millenium Cities Initiative   July 2009 - July 2010

Skills
Corporate Governance, Intellectual Property, Mergers, Legal Writing, Due Diligence, Securities Regulation, Corporate Law

Education
University of Pennsylvania Law School   2004 — 2006
B.A., Economics; International Relations

University of Pennsylvania   1999 — 2003
B.A., Economics, International Relations

Wardlaw-Hartridge   1987 — 1999

Experience
New York Life Insurance Company   May 2007 - Present
Principal Financial Group  2005 - 2007
UMB Bank  2000 - 2005

Education
University of Northern Iowa
BA, Accounting

Experience
Morgan Stanley Wealth Management  March 2014 - Present
Select Marine Corp Reserve   September 1999 - Present
AXA Equitable  September 2013 - January 2014
Heritage Fincorp Ince   October 2012 - August 2013
FUTURITY FIRST Insurance Group  January 2012 - October 2012
New York Life Insurance Company   February 2003 - January 2012
Materials Sciences Corporation, Inc   June 1999 - September 2001
BICC General Cable   July 1997 - June 1999

Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance

Education
University of Pennsylvania   1992 — 1995
bachelors of science and engineering, materials engineering

Experience
Self Employed Benefit Educator   October 2014 - Present
Senior Life Services  September 2014 - October 2014
American Family Insurance  May 2014 - September 2014
New York Life Insurance Company   January 2014 - May 2014
State Farm Agent  November 2012 - January 2014
Gardner & Associates Insurance Company   July 2011 - October 2012
Stag Parkway  October 2007 - July 2011
Bank of America  July 2006 - October 2007

Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Small Business, Outlook, Strategic Planning, New Business Development, PowerPoint, Microsoft Word, Public Speaking, Marketing, Project Management, Leadership, Banking, Sales, Property & Casualty..., Commercial Insurance, Insurance, Sales Management, Customer Satisfaction, B2B, Account Management, Training, Coaching, Negotiation, Management, Life Insurance

Education
University of Phoenix -Atlanta Campus   2012 — 2013
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services, 3.43

University of Phoenix-Atlanta Campus   2009 — 2012
Bachelor of Science in Business Management, Business Administration and Management, General

Experience
New York Life Insurance Company   January 2014 - Present
CIBA Vision  2009 - 2011
AT&T  2001 - 2009

Skills
Vendor Management, Beauty Industry, Entrepreneurship, Project Management, Sales Management, Direct Sales, Meeting Planning

Education
University of Phoenix   2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General

University of Phoenix   2004 — 2009
BS, Business, Management / Hospitality Management

Experience
ProSight Specialty Insurance  December 2014 - Present
New York Life Insurance  May 2006 - November 2014
New York Life Insurance Company   May 2006 - November 2014
WebMD  July 2001 - May 2006
WebMD Corporation  January 2001 - January 2006
Chubb Computer Services  January 2000 - July 2001
Chubb Computer Services  February 2000 - May 2001
Chubb Computer Services  January 2000 - January 2001
Chubb Computer Services  April 2000 - December 2000
BWIA International Airways   January 1996 - January 2000

Education
University of Phoenix
BS, Finance

University of The West IndiesSt. Augustine Campus, Trinidad W.I
Associates Degree, Business Management

Experience
New York Life Insurance Company   2013 - Present
Educate, Inc  October 2005 - May 2009
Provident Bank  July 2000 - May 2009
Provident Bank  March 2002 - April 2006
Provident Bank  July 2000 - March 2002
ABACUS SECURITY   August 1997 - July 2000

Skills
Contract Management, Negotiation, Team Building, Troubleshooting

Education
Baltimore City Community College
Associate's Degree, Computer Science

University of Phoenix
Bachelor's Degree, Information Technology

Experience
New York Life Insurance Company   September 2001 - Present
Smiling Moose Bar & Grill   June 1986 - September 2001

Skills
Fixed Annuities, Retirement Planning, Retirement, IRAs, Long-term Care, Mutual Funds, Estate Planning, Financial Planning, Financial Services, 401k Rollovers, Wealth Accumulation

Education
University of Northern Colorado   1986 — 2001

University of Northern Colorado   1986 — 2001

Experience
New York Life Insurance Company   November 2009 - May 2013
Bassenian Lagoni Architects  August 2006 - November 2008
Paychex  December 2001 - May 2006
Tut Systems  April 1998 - April 2001

Skills
Life Insurance, Mutual Funds, Long Term Care Insurance, Variable Annuities, Insurance, Payroll

Education
University of Oregon   1993 — 1997
Bachelor of Science (BS), Psychology

Experience
NYL Investors, LLC  February 2012 - Present
New York Life Insurance Company   January 2010 - February 2012
Barclays  September 2008 - December 2009
Lehman Brothers  July 2007 - September 2008

Skills
Investments, Valuation, Portfolio Management, Investment Strategies, Credit, Capital, Analysis, Fixed Income

Education
University of Pennsylvania   2003 — 2007
Bachelor of Arts (B.A.), Economic History

Belmont Hill School   1997 — 2003

The Fessenden School   1991 — 1997

Experience
New York Life  Underwriting Consultantretired from new york lifeAugust 2005 - July 2012
retired from New York Life   August 2005 - July 2012
New York Life Insurance Company   2005 - 2012

Skills
medical underwriting,..., Health Insurance, Employee Benefits, Training, Life Insurance, Term Life Insurance, Retirement Planning, Insurance, Underwriting, Fixed Annuities, Reinsurance, Brokers, Disability Insurance, Risk Management, General Insurance, Long-term Care, Claim, Retirement, Whole Life, Universal Life, Financial Risk

Education
University of Phoenix   2010 — 2011
Master of Education and Training, The art of teaching and training college students as well as corporate training, 3.2

University of Phoenix   2003 — 2005
Master of Business Administration (M.B.A.), Business and Management, 3.52

Belhaven University   1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, GPA 2.5

Experience
Allianz Life  August 2001 - Present
Lutheran Brotherhood  January 1999 - August 2001
New York Life Insurance Company   October 1993 - January 1999

Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Disability Insurance, Retirement, Brokers, Claim, Critical Illness, Reinsurance, Health Insurance, Term Life Insurance, General Insurance, Universal Life, Fixed Annuities, Long Term Care Insurance, Property & Casualty..., Retirement Planning, Commercial Insurance, Casualty, Whole Life, Claims Management

Education
University of Northern Iowa   1982 — 1986
Bachelor of Arts (BA), Management with a Finance emphasis.

Experience
Fincorp Financial   September 1994 - Present
New York Life Insurance Company   1985 - 1994

Skills
Wealth Management, Critical Illness, Portfolio Management, Retirement, Risk Management, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Financial Advisory, Asset Management, Disability Insurance, Term Life Insurance, Pensions, Life Insurance, Brokers, Financial Planners, Business Planning, Fixed Annuities, Health Insurance, Investment Advisory, Investments, Customer Service, Strategic Planning, Small Business, Wealth, Retirement Savings, Employee Benefits, Income Protection, Coaching, Financial Analysis, Investment Strategies, Wealth Accumulation, Long-term Care, Mutual Funds, Long Term Care Insurance, Public Speaking, Whole Life, Personal Financial..., Financial Services, Segregated Funds, Group Insurance, Savings, Universal Life, High Net Worth..., Financial Planning

Education
University of Ottawa   1974 — 1978
Hon. B.Sc., Home Economics

Experience
TelePacific Communications  June 2015 - Present
New York Life Insurance Company   September 2013 - April 2015
Nevada Public Radio  September 2009 - September 2013
Greenspun Media Group  December 2004 - September 2009
CBS Radio / KMXB-FM Mix 94.1 Las Vegas   July 1999 - December 2004

Skills
Digital Media, Online Advertising, Advertising, Sales, Social Media Marketing, Magazines, Radio Advertising, Marketing Strategy, Advertising Sales, Email Marketing, Online Marketing

Education
University of Phoenix-Las Vegas Campus   2012 — 2015
Bachelor of Science with a concentration in Marketing, Business, Management, Marketing, and Related Support Services, A

Experience
New York Life Insurance Company   November 2011 - Present

Skills
Long Term Care, Retirement Planning, Annuities, IRA's, Retirement, Series 6, Estate Planning, Insurance, 401k, Mutual Funds, Investments, Group Benefits, Employee Benefits, Series 63, Pensions, Protection, Coaching

Education
University of Northern Iowa   2000 — 2003
BA Education, Physical Education

High School

Experience
Lincoln Financial Group  2014 - 2014
Humana  July 2011 - July 2012
New York Life Insurance Company   January 2005 - July 2011

Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services

Education
University of Oklahoma   2001 — 2004
Bachelor of Business Administration (BBA), Finance, General

University of Oklahoma - Price College of Business   2001 — 2004
Bachelor of Business Administration (BBA), Finance, General

Experience
New York Life Insurance Company   June 2008 - Present

Education
University of Phoenix-Southern California Campus
Business Administration and Management, General

Experience
NEIS  March 2006 - Present
New York Life Insurance Company   January 2000 - March 2006

Education
University of Phoenix

Experience
New York Life Insurance Company   September 2009 - Present
Corporon Insurance & Financial Services   September 2002 - Present

Education
University of Oklahoma   1983 — 1987
Bachelor's degree, Journalism

Experience
University of Phoenix  November 2009 - July 2013
New York Life Insurance Company   June 2009 - November 2009
Art Institute of Tucson  October 2007 - June 2009

Skills
Customer Service, Public Speaking, Friendly, Strong attention to..., Microsoft Office, Typing ability of 70 WPM

Education
University of Phoenix-Southern Arizona Campus
Master of Arts in Education, Adult Education & Training

University of Phoenix-Southern Arizona Campus
Bachelor of Science (B.S.), Business Management