New York Life Insurance Company
Description
New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States and is ranked #69 on the 2018 Fortune 500 list of the largest United States corporations by total revenue. Number of employees: 11,320 employees (2017); 12,000 agents Headquarters: New York City, New York, United States CEO: Theodore A. Mathas President: John Y. Kim Assets under management: 537.8 billion USD (2016) Subsidiaries: NYLIFE Securities, Inc., MainStay Investments,
New York Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at New York Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
New York Life Insurance Company Salaries. You can even request information on how much does New York Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for New York Life Insurance Company directly from the past employees.
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13,208 New York Life Insurance Company employees in database. Find out everything there's to know about New York Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
New York Life Insurance Company Employees
Employee
Years
Job
Industry
Brenda Ewing Brenda Ewing's New York Life Insurance Company Experience November 2011 - August 2012
Job Team Leader at Accenture
Industry Banking
Experience
Accenture Team LeaderAccentureAugust 2015 - Present
Bank of America September 2012 - July 2015
New York Life Insurance Company November 2011 - August 2012
Bank of America March 2011 - November 2011
Bank of America August 2006 - March 2011
Bank of America May 1979 - August 2006
Skills
Credit, Underwriting, Mortgage Lending, Life Insurance, Customer Service, Insurance, Mortgage Banking, Portfolio Management, Residential Mortgages, Retirement Planning, Investments, Close Attention to..., Business Planning, Follow Through, Management, Strategic Financial..., Financial Risk, Finance, Real Estate, Home Equity Loans, Financial Analysis, Risk Management, Loan Origination, Training
Education
University of Phoenix 2006 — 2010
Bachelor's Degree in Business Management, Business Management
Highlands High School 1974 — 1976
Accenture Team LeaderAccentureAugust 2015 - Present
Bank of America September 2012 - July 2015
New York Life Insurance Company November 2011 - August 2012
Bank of America March 2011 - November 2011
Bank of America August 2006 - March 2011
Bank of America May 1979 - August 2006
Skills
Credit, Underwriting, Mortgage Lending, Life Insurance, Customer Service, Insurance, Mortgage Banking, Portfolio Management, Residential Mortgages, Retirement Planning, Investments, Close Attention to..., Business Planning, Follow Through, Management, Strategic Financial..., Financial Risk, Finance, Real Estate, Home Equity Loans, Financial Analysis, Risk Management, Loan Origination, Training
Education
University of Phoenix 2006 — 2010
Bachelor's Degree in Business Management, Business Management
Highlands High School 1974 — 1976
Brian Peardon Brian Peardon's New York Life Insurance Company Experience October 2004 - May 2008
Job Financial Advisor at Eagle West Group, Inc.
Industry Financial Services
Experience
Eagle West Group, Inc. August 2014 - Present
Harvest Investment Services May 2008 - August 2014
Harrison Financial Group May 2008 - December 2012
Eagle Strategies, LLC July 2007 - May 2008
New York Life Insurance Company October 2004 - May 2008
Skills
Wealth Management, Investments, Financial Services, Finance, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Portfolio Management, Series 63, Asset Management, Financial Analysis, Asset Allocation, Financial Advisory
Education
University of Phoenix
Business Administration and Management, General
Eagle West Group, Inc. August 2014 - Present
Harvest Investment Services May 2008 - August 2014
Harrison Financial Group May 2008 - December 2012
Eagle Strategies, LLC July 2007 - May 2008
New York Life Insurance Company October 2004 - May 2008
Skills
Wealth Management, Investments, Financial Services, Finance, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Portfolio Management, Series 63, Asset Management, Financial Analysis, Asset Allocation, Financial Advisory
Education
University of Phoenix
Business Administration and Management, General
Maryse Hathaway Maryse Hathaway's New York Life Insurance Company Experience August 2013 - January 2014
Job Financial Representative at Northwestern Mutual
Industry Investment Management
Experience
Northwestern Mutual January 2014 - Present
New York Life Insurance Company August 2013 - January 2014
Hathaway Family Funeral Homes October 2010 - 2013
Wyeth Pharmaceuticals April 1998 - July 2008
Wyeth Pharmaceuticals April 1998 - July 2008
Ortho-McNeil Pharmaceutical a Johnson & Johnson Co April 1992 - May 1998
Abbott Laboratories October 1990 - April 1992
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Sales Effectiveness, Healthcare, Sales Force Development, Pharmaceutical Sales, Sales Operations, Key Opinion Leaders, Hospital Sales, Insurance
Education
University of Rhode Island 1980 — 1985
Bachelor of Science 1985, Dental Hygiene
Northwestern Mutual January 2014 - Present
New York Life Insurance Company August 2013 - January 2014
Hathaway Family Funeral Homes October 2010 - 2013
Wyeth Pharmaceuticals April 1998 - July 2008
Wyeth Pharmaceuticals April 1998 - July 2008
Ortho-McNeil Pharmaceutical a Johnson & Johnson Co April 1992 - May 1998
Abbott Laboratories October 1990 - April 1992
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Sales Effectiveness, Healthcare, Sales Force Development, Pharmaceutical Sales, Sales Operations, Key Opinion Leaders, Hospital Sales, Insurance
Education
University of Rhode Island 1980 — 1985
Bachelor of Science 1985, Dental Hygiene
Ivonne Escobar Ivonne Escobar's New York Life Insurance Company Experience October 2013 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2013 - Present
SuperMedia LLC January 2010 - October 2013
ARINC January 2008 - January 2010
Protocall Communications 1998 - 2007
Protocall Communications 1998 - 2007
Protocall Communications 1998 - 2007
US Army 1994 - 1998
Skills
Licensed Life Insurance..., Annuity Sales, Protection..., Estate Planning, Key Person Protection, Retirement Planning, Small Business, 401k Rollovers, Insurance, Bilingual-English/Spanis..., Leadership, Advertising Sales, Online Advertising, SEM, Sales Management, Customer Retention, Social Media Marketing, Google Adwords, Cold Calling, Sales Presentations, SEO, Advertising, Mobile Marketing, PPC, Email Marketing, Digital Media, Online Marketing, Customer Acquisition, Sales, B2B Marketing, Team Building, Media Planning, New Business Development, Microsoft Office, Team Leadership, Leadership Development, PowerPoint, B2C, Consultative Sales..., Coaching, Military Experience, Top Secret, Great Motivator, Lead Generation, Marketing
Education
University of Phoenix 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.5 GPA
New York Life Insurance Company October 2013 - Present
SuperMedia LLC January 2010 - October 2013
ARINC January 2008 - January 2010
Protocall Communications 1998 - 2007
Protocall Communications 1998 - 2007
Protocall Communications 1998 - 2007
US Army 1994 - 1998
Skills
Licensed Life Insurance..., Annuity Sales, Protection..., Estate Planning, Key Person Protection, Retirement Planning, Small Business, 401k Rollovers, Insurance, Bilingual-English/Spanis..., Leadership, Advertising Sales, Online Advertising, SEM, Sales Management, Customer Retention, Social Media Marketing, Google Adwords, Cold Calling, Sales Presentations, SEO, Advertising, Mobile Marketing, PPC, Email Marketing, Digital Media, Online Marketing, Customer Acquisition, Sales, B2B Marketing, Team Building, Media Planning, New Business Development, Microsoft Office, Team Leadership, Leadership Development, PowerPoint, B2C, Consultative Sales..., Coaching, Military Experience, Top Secret, Great Motivator, Lead Generation, Marketing
Education
University of Phoenix 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.5 GPA
Phillip Pineda Phillip Pineda's New York Life Insurance Company Experience February 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2010 - Present
Shields Bag & Printing August 1994 - April 2007
Skills
Sales, Customer Service, Microsoft Excel, Marketing, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Financial Analysis, Strategic Planning, Negotiation, Project Management, Process Improvement, Risk Management, Inventory Management, Team Building, Budgets, Public Speaking, Research, Event Planning, Insurance, Account Management, Leadership, Training, Coaching, Sales Management, New Business Development, Team Leadership, Customer Satisfaction, Small Business, Social Networking, Leadership Development, Business Development, Social Media Marketing, Public Relations, Time Management, Strategic Financial...
Education
Cathedral High School, El Paso, TX
University of San Diego
New York Life Insurance Company February 2010 - Present
Shields Bag & Printing August 1994 - April 2007
Skills
Sales, Customer Service, Microsoft Excel, Marketing, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Financial Analysis, Strategic Planning, Negotiation, Project Management, Process Improvement, Risk Management, Inventory Management, Team Building, Budgets, Public Speaking, Research, Event Planning, Insurance, Account Management, Leadership, Training, Coaching, Sales Management, New Business Development, Team Leadership, Customer Satisfaction, Small Business, Social Networking, Leadership Development, Business Development, Social Media Marketing, Public Relations, Time Management, Strategic Financial...
Education
Cathedral High School, El Paso, TX
University of San Diego
Murray Freedman Murray Freedman's New York Life Insurance Company Experience May 2012 - August 2012
Job Investment Data Group at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2014 - Present
PNC June 2013 - August 2013
Rothman Institute July 2012 - August 2012
New York Life Insurance Company May 2012 - August 2012
The Colonade Apartments July 2011 - August 2011
Day and Zimmermann Corporation August 2010 - August 2010
Skills
Microsoft Excel, Teamwork, Sales, Customer Service, Public Speaking, Communication Skills, Microsoft Office, Leadership, Analysis, Finance, Research
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Graduate
CEA Global Education in Seville 2012 — 2012
Finance and Spanish, Junior
Cheltenham High School 2006 — 2010
T. Rowe Price June 2014 - Present
PNC June 2013 - August 2013
Rothman Institute July 2012 - August 2012
New York Life Insurance Company May 2012 - August 2012
The Colonade Apartments July 2011 - August 2011
Day and Zimmermann Corporation August 2010 - August 2010
Skills
Microsoft Excel, Teamwork, Sales, Customer Service, Public Speaking, Communication Skills, Microsoft Office, Leadership, Analysis, Finance, Research
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Graduate
CEA Global Education in Seville 2012 — 2012
Finance and Spanish, Junior
Cheltenham High School 2006 — 2010
Evin Odette Fernandez's New York Life Insurance Company Experience December 2012 - February 2014
Job Office Administration , Executive Recruitment, Financial Services
Industry Insurance
Experience
Pacific Advisors October 2014 - Present
New York Life Insurance Company December 2012 - February 2014
Thrivent Financial June 2010 - November 2011
Search Bank (formerly Boyden Manila) June 2003 - June 2009
CMG Financial Services (Phils) - CMG Life, CMG Health, CMG Pensions November 1997 - February 2003
VMV Hypoallergenics (Skin Sciences Laboratory, Inc June 1994 - October 1997
Skin Sciences Laboratories/VMV Group of Companies June 1992 - May 1994
Skin Sciences Laboratories/ VMV Group of Companies January 1988 - May 1992
Skin Sciences Laboratories/VMV Group of Companies June 1984 - December 1987
Skills
Management Consulting, Management, Executive Search, Sourcing, Recruiting, Technical Recruiting, Talent Management, Talent Acquisition, Performance Management, Human Resources, HR Consulting, Employer Branding, Contract Recruitment, Personnel Management, Succession Planning, Business Strategy
Education
University of Santo Tomas 1972 — 1977
BS Pharmacy, Pharmacy
Pacific Advisors October 2014 - Present
New York Life Insurance Company December 2012 - February 2014
Thrivent Financial June 2010 - November 2011
Search Bank (formerly Boyden Manila) June 2003 - June 2009
CMG Financial Services (Phils) - CMG Life, CMG Health, CMG Pensions November 1997 - February 2003
VMV Hypoallergenics (Skin Sciences Laboratory, Inc June 1994 - October 1997
Skin Sciences Laboratories/VMV Group of Companies June 1992 - May 1994
Skin Sciences Laboratories/ VMV Group of Companies January 1988 - May 1992
Skin Sciences Laboratories/VMV Group of Companies June 1984 - December 1987
Skills
Management Consulting, Management, Executive Search, Sourcing, Recruiting, Technical Recruiting, Talent Management, Talent Acquisition, Performance Management, Human Resources, HR Consulting, Employer Branding, Contract Recruitment, Personnel Management, Succession Planning, Business Strategy
Education
University of Santo Tomas 1972 — 1977
BS Pharmacy, Pharmacy
Samantha Jafari Samantha Jafari's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company May 2012 - Present
MAX Aquatics August 2009 - June 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Preservation..., Life Insurance
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Glendora High School 2001 — 2005
New York Life Insurance Company May 2012 - Present
New York Life Insurance Company May 2012 - Present
MAX Aquatics August 2009 - June 2012
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Preservation..., Life Insurance
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Glendora High School 2001 — 2005
Lisa Caraveo Lisa Caraveo's New York Life Insurance Company Experience September 2003 - July 2009
Job PEIMS at El Paso Independent School District
Industry Financial Services
Experience
El Paso Independent School District May 2013 - Present
optionsXpress November 2009 - June 2012
optionsXpress by Charles Schwab January 2009 - January 2012
New York Life Insurance Company September 2003 - July 2009
New York Life Insurance Company January 2003 - January 2009
Southwestern Bell Communications January 1999 - January 2003
Skills
Customer Service..., Case Managment, Administrative..., Office Administration, Typing, Microsoft Office, Outlook, Case Management, Credit, Customer Satisfaction, Microsoft Excel, Operations Management, PowerPoint, Process Improvement, Customer Service, Team Building
Education
University of Phoenix 2007 — 2011
Bachelors Degree, Business Administration
Plano Senior High School 1996 — 1997
High School Diploma
University of Phoenix
Bachelors of Science, Business Administration
El Paso Independent School District May 2013 - Present
optionsXpress November 2009 - June 2012
optionsXpress by Charles Schwab January 2009 - January 2012
New York Life Insurance Company September 2003 - July 2009
New York Life Insurance Company January 2003 - January 2009
Southwestern Bell Communications January 1999 - January 2003
Skills
Customer Service..., Case Managment, Administrative..., Office Administration, Typing, Microsoft Office, Outlook, Case Management, Credit, Customer Satisfaction, Microsoft Excel, Operations Management, PowerPoint, Process Improvement, Customer Service, Team Building
Education
University of Phoenix 2007 — 2011
Bachelors Degree, Business Administration
Plano Senior High School 1996 — 1997
High School Diploma
University of Phoenix
Bachelors of Science, Business Administration
Ronnie J Futrell Ronnie J Futrell's New York Life Insurance Company Experience July 2013 - September 2013
Job Package Center Supervisor
Industry Logistics and Supply Chain
Experience
UPS June 2013 - Present
New York Life Insurance Company July 2013 - September 2013
Farmers Insurance August 2012 - July 2013
Lowe's Home Improvement July 2005 - June 2012
The Home Depot October 1997 - July 2005
Skills
Big Box, Store Management, Loss Prevention, Planograms, Shrinkage, Merchandising, Visual Merchandising, Store Operations, Associate Development, Driving Results, Retail Sales, CPFR, Retail, New Store Development, Cashiering, Inventory Control, Inventory Management, New Store Openings, Assortment, Customer Satisfaction, Income Statement, Sales, Profit, Team Building, People Development, Sales Operations, Recruiting, Multi-Unit Management, P&L, Customer Experience, P&L Management, Training, Customer Service, Sales Management, Leadership, Succession Planning, Life Insurance, Term Life Insurance, Insurance, Cold Calling, Performance Management, Hiring, Forecasting, Operations Management, Coaching, Employee Relations, Management, Team Leadership, Customer Retention, Leadership Development
Education
University of Phoenix 2015 — 2019
Bachelor of Science (B.S.), Business/Commerce, General
Westwood High School 1994 — 1998
1998, Operations Management and Supervision
UPS June 2013 - Present
New York Life Insurance Company July 2013 - September 2013
Farmers Insurance August 2012 - July 2013
Lowe's Home Improvement July 2005 - June 2012
The Home Depot October 1997 - July 2005
Skills
Big Box, Store Management, Loss Prevention, Planograms, Shrinkage, Merchandising, Visual Merchandising, Store Operations, Associate Development, Driving Results, Retail Sales, CPFR, Retail, New Store Development, Cashiering, Inventory Control, Inventory Management, New Store Openings, Assortment, Customer Satisfaction, Income Statement, Sales, Profit, Team Building, People Development, Sales Operations, Recruiting, Multi-Unit Management, P&L, Customer Experience, P&L Management, Training, Customer Service, Sales Management, Leadership, Succession Planning, Life Insurance, Term Life Insurance, Insurance, Cold Calling, Performance Management, Hiring, Forecasting, Operations Management, Coaching, Employee Relations, Management, Team Leadership, Customer Retention, Leadership Development
Education
University of Phoenix 2015 — 2019
Bachelor of Science (B.S.), Business/Commerce, General
Westwood High School 1994 — 1998
1998, Operations Management and Supervision
Tony Axtmann Tony Axtmann's New York Life Insurance Company Experience August 2006 - May 2009
Job Retail Sales Consultant at Investors Bank
Industry Banking
Experience
Investors Bank July 2014 - Present
Investors Bank June 2012 - June 2014
Wells Fargo June 2009 - May 2012
New York Life Insurance Company August 2006 - May 2009
Skills
Commercial Lending, Mortgage Lending, Investments, Home Equity Loans, Financial Services, Consumer Lending, Credit, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Loan Origination, Retail Banking, Mortgage Banking
Education
University of Rhode Island 2000 — 2005
Bachelor of Arts (B.A.), Economics
Minnechaug Regional HS 1996 — 2000
Investors Bank July 2014 - Present
Investors Bank June 2012 - June 2014
Wells Fargo June 2009 - May 2012
New York Life Insurance Company August 2006 - May 2009
Skills
Commercial Lending, Mortgage Lending, Investments, Home Equity Loans, Financial Services, Consumer Lending, Credit, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Loan Origination, Retail Banking, Mortgage Banking
Education
University of Rhode Island 2000 — 2005
Bachelor of Arts (B.A.), Economics
Minnechaug Regional HS 1996 — 2000
Bobby Chalker Bobby Chalker's New York Life Insurance Company Experience 2012 - Present
Job Financial Planning, Registered Representative, Insurance at New York Life Insurance Company NYLife Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company 2012 - Present
Skills
Permanent Life Insurance, Term Life Insurance, College Education..., Retirement Planning, Long Term Care Insurance, Funding Business..., Funding Estate Plans, Financial Advisory, Estate Planning, Fixed Annuities, Insurance, 401k, Retirement, Strategic Financial..., IRAs, Financial Planners, Investments, Small Business, Series 6, Disability Insurance, Financial Planning, Mutual Funds, Public Speaking, Sales, Securities, Strategic Planning
Education
Liberty University 2011 — 2012
Accounting
University of Phoenix 2007 — 2009
Associate's degree, Accounting
New York Life Insurance Company 2012 - Present
Skills
Permanent Life Insurance, Term Life Insurance, College Education..., Retirement Planning, Long Term Care Insurance, Funding Business..., Funding Estate Plans, Financial Advisory, Estate Planning, Fixed Annuities, Insurance, 401k, Retirement, Strategic Financial..., IRAs, Financial Planners, Investments, Small Business, Series 6, Disability Insurance, Financial Planning, Mutual Funds, Public Speaking, Sales, Securities, Strategic Planning
Education
Liberty University 2011 — 2012
Accounting
University of Phoenix 2007 — 2009
Associate's degree, Accounting
Georgia Robles Georgia Robles's New York Life Insurance Company Experience Recoveries AccountantMacerichNovember 2007 - October 2012
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company Recoveries AccountantMacerichNovember 2007 - October 2012
CET Properties, Inc. July 2000 - November 2007
Education
University of Saint La Salle
Bachelor of Science (BS), Accounting
University of Saint La Salle
Bachelor of Science (BS), Economics
New York Life Insurance Company Recoveries AccountantMacerichNovember 2007 - October 2012
CET Properties, Inc. July 2000 - November 2007
Education
University of Saint La Salle
Bachelor of Science (BS), Accounting
University of Saint La Salle
Bachelor of Science (BS), Economics
Stephen Chadwick's New York Life Insurance Company Experience December 2011 - May 2012
Job Executive Director of Business Relations at Atlas Studios
Industry Marketing and Advertising
Experience
Atlas Studios October 2012 - Present
Clay Pell for Governor June 2014 - September 2014
Independent Broker June 2012 - October 2012
New York Life Insurance Company December 2011 - May 2012
Chad Kennedy Small Business Services 2012 - 2012
McLaughlin and Moran November 2007 - October 2011
Skills
Microsoft Office, Life Insurance, PowerPoint, Social Media, Microsoft Word, Web Design, Content Management, Term Life Insurance, Insurance, Disability Insurance, Research, Event Planning, Retirement Planning, Public Relations, Training
Education
University of South Carolina-Columbia 2006 — 2009
Business Administration and Management, General
University of Rhode Island 2009 — 2011
Finance, General
South Kingstown High School 2002 — 2006
Atlas Studios October 2012 - Present
Clay Pell for Governor June 2014 - September 2014
Independent Broker June 2012 - October 2012
New York Life Insurance Company December 2011 - May 2012
Chad Kennedy Small Business Services 2012 - 2012
McLaughlin and Moran November 2007 - October 2011
Skills
Microsoft Office, Life Insurance, PowerPoint, Social Media, Microsoft Word, Web Design, Content Management, Term Life Insurance, Insurance, Disability Insurance, Research, Event Planning, Retirement Planning, Public Relations, Training
Education
University of South Carolina-Columbia 2006 — 2009
Business Administration and Management, General
University of Rhode Island 2009 — 2011
Finance, General
South Kingstown High School 2002 — 2006
Larry Capangpangan Larry Capangpangan's New York Life Insurance Company Experience January 2012 - December 2012
Job Public Adjuster ( Metro Public Adjustment Inc.)
Industry Legal Services
Experience
Adecco Group August 2014 - Present
Distek, Inc. May 2013 - March 2014
Heartland Institute of Financial Education February 2013 - December 2013
World Financial Group (WFG) January 2013 - December 2013
Weichert Realtors 2011 - December 2013
Metro Public Adjustment, Inc. 2011 - December 2013
New York Life Insurance Company January 2012 - December 2012
McMaster-Carr July 2004 - June 2012
Gardners book May 2000 - March 2004
Philippine Garment Corp. May 1999 - February 2000
Skills
Supply Chain Management, Logistics, Lean Manufacturing, Process Improvement, Negotiation, Microsoft Excel, Customer Service, Sales Management, Microsoft Office, Microsoft Word, New Business Development, Coaching, Software Documentation, Sales, Sourcing, Manufacturing, Risk Management, Operations Management, Contract Negotiation, Training, Real Estate, Leadership, Business Planning, Budgets, Real Estate Transactions
Education
University of Santo Tomas 1989 — 1993
BSC, Commerce
Penn Foster College 2008 — 2012
Associate, Industrial Engineering
sussex down college, UK 2001 — 2003
Diploma, Retailing and Distribution diploma
Adecco Group August 2014 - Present
Distek, Inc. May 2013 - March 2014
Heartland Institute of Financial Education February 2013 - December 2013
World Financial Group (WFG) January 2013 - December 2013
Weichert Realtors 2011 - December 2013
Metro Public Adjustment, Inc. 2011 - December 2013
New York Life Insurance Company January 2012 - December 2012
McMaster-Carr July 2004 - June 2012
Gardners book May 2000 - March 2004
Philippine Garment Corp. May 1999 - February 2000
Skills
Supply Chain Management, Logistics, Lean Manufacturing, Process Improvement, Negotiation, Microsoft Excel, Customer Service, Sales Management, Microsoft Office, Microsoft Word, New Business Development, Coaching, Software Documentation, Sales, Sourcing, Manufacturing, Risk Management, Operations Management, Contract Negotiation, Training, Real Estate, Leadership, Business Planning, Budgets, Real Estate Transactions
Education
University of Santo Tomas 1989 — 1993
BSC, Commerce
Penn Foster College 2008 — 2012
Associate, Industrial Engineering
sussex down college, UK 2001 — 2003
Diploma, Retailing and Distribution diploma
Jackie Harris's New York Life Insurance Company Experience August 2013 - May 2015
Job Professional Representative at Astellas Pharma
Industry Pharmaceuticals
Experience
Astellas Pharma May 2015 - Present
New York Life Insurance Company August 2013 - May 2015
AEG Bay to Breakers February 2013 - July 2013
Greene Academy of Irish Dance June 2012 - September 2012
University of San Diego August 2011 - May 2012
University of San Diego Biology Department January 2011 - May 2012
Allart Studio 2007 - 2010
Skills
Pharmaceutical Sales, Public Speaking, Research, Pharmaceutical Industry, Social Networking, Community Outreach, Event Planning, Recruiting, Microsoft Office, Social Media, Spanish, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Time Management, Laboratory Medicine, Gel Electrophoresis, Budgets, Ecology, Entomology, Conducting Interviews, Lead Generation, Training, SDS-PAGE, Protein Purification, Academic Integrity, Interviews
Education
University of San Diego 2008 — 2012
B.A.in Biology, Minor in Chemistry, Magna Cum Laude
Sacred Heart Prep
Astellas Pharma May 2015 - Present
New York Life Insurance Company August 2013 - May 2015
AEG Bay to Breakers February 2013 - July 2013
Greene Academy of Irish Dance June 2012 - September 2012
University of San Diego August 2011 - May 2012
University of San Diego Biology Department January 2011 - May 2012
Allart Studio 2007 - 2010
Skills
Pharmaceutical Sales, Public Speaking, Research, Pharmaceutical Industry, Social Networking, Community Outreach, Event Planning, Recruiting, Microsoft Office, Social Media, Spanish, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Time Management, Laboratory Medicine, Gel Electrophoresis, Budgets, Ecology, Entomology, Conducting Interviews, Lead Generation, Training, SDS-PAGE, Protein Purification, Academic Integrity, Interviews
Education
University of San Diego 2008 — 2012
B.A.in Biology, Minor in Chemistry, Magna Cum Laude
Sacred Heart Prep
Karle Ansara-Milbaugh Karle Ansara-Milbaugh's New York Life Insurance Company Experience June 2012 - Present
Job Dedicated Financial Services Professional helping families in Georgia and Ohio.
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
NYLIFE Securities LLC June 2012 - Present
Geneva Hills January 2011 - Present
Fifth Third Bank April 1994 - February 2011
Skills
Financial Services, Life Insurance, Term Life Insurance, Permanent Life Insurance, Investments, IRA Rollovers, Retirement Planning, Asset Protection, Legacies, Gifting Strategies, Protection..., Finance, Retirement
Education
Princeton High School 1989 — 1993
University of Phoenix
New York Life Insurance Company June 2012 - Present
NYLIFE Securities LLC June 2012 - Present
Geneva Hills January 2011 - Present
Fifth Third Bank April 1994 - February 2011
Skills
Financial Services, Life Insurance, Term Life Insurance, Permanent Life Insurance, Investments, IRA Rollovers, Retirement Planning, Asset Protection, Legacies, Gifting Strategies, Protection..., Finance, Retirement
Education
Princeton High School 1989 — 1993
University of Phoenix
Jesse Mata Jesse Mata's New York Life Insurance Company Experience June 2014 - Present
Job Dedicated Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2014 - Present
Farmers Insurance December 2013 - May 2014
Skills
Life Insurance, Long-term Care, Retirement Savings, Fixed Annuities, Asset Protection, Business Planning, Financial Services, Finance
Education
University of Phoenix
Biology/Biological Sciences, General
Willow International
Biology/Biological Sciences
New York Life Insurance Company June 2014 - Present
New York Life Insurance Company June 2014 - Present
Farmers Insurance December 2013 - May 2014
Skills
Life Insurance, Long-term Care, Retirement Savings, Fixed Annuities, Asset Protection, Business Planning, Financial Services, Finance
Education
University of Phoenix
Biology/Biological Sciences, General
Willow International
Biology/Biological Sciences
Peter Callahan Peter Callahan's New York Life Insurance Company Experience July 2011 - December 2012
Job Business & Life Coach | Speaker & Trainer | Senior Consultant at Learning Dynamics | Voracious Learner
Industry Professional Training & Coaching
Experience
Learning Dynamics 2014 - Present
Fresh Perspectives 2013 - Present
Callahan Ventures April 2008 - Present
Evolutionary Home Energy Solutions September 2013 - January 2014
Simpson Healthcare Executives June 2013 - September 2013
Something Fishy Inc. October 2012 - May 2013
New York Life Insurance Company July 2011 - December 2012
Fastenal June 2010 - June 2011
Fastenal June 2009 - May 2010
Fastenal January 2009 - May 2009
Skills
Listening, Cold Calling, Sales Operations, Outside Sales, Building Relationships, Sales, Account Management, Customer Service, Marketing, New Business Development, Mutual Funds, Social Media Marketing, Life Insurance, Direct Sales, Employee Benefits, Entrepreneurship, Business Development, B2B, Insurance, Management, Training, Marketing Strategy, Time Management, Small Business, Project Planning, Social Networking, Leadership, Team Building, Human Resources
Education
iPEC (Institute for Professional Excellence in Coaching) 2015 — 2016
CPC (Upon Graduation), Business Coaching
University of Rhode Island 2005 — 2009
BS, Management/ Entrepreneurship
University of Rhode Island - College of Business Administration 2005 — 2009
BS, Entrepreneurship
Learning Dynamics 2014 - Present
Fresh Perspectives 2013 - Present
Callahan Ventures April 2008 - Present
Evolutionary Home Energy Solutions September 2013 - January 2014
Simpson Healthcare Executives June 2013 - September 2013
Something Fishy Inc. October 2012 - May 2013
New York Life Insurance Company July 2011 - December 2012
Fastenal June 2010 - June 2011
Fastenal June 2009 - May 2010
Fastenal January 2009 - May 2009
Skills
Listening, Cold Calling, Sales Operations, Outside Sales, Building Relationships, Sales, Account Management, Customer Service, Marketing, New Business Development, Mutual Funds, Social Media Marketing, Life Insurance, Direct Sales, Employee Benefits, Entrepreneurship, Business Development, B2B, Insurance, Management, Training, Marketing Strategy, Time Management, Small Business, Project Planning, Social Networking, Leadership, Team Building, Human Resources
Education
iPEC (Institute for Professional Excellence in Coaching) 2015 — 2016
CPC (Upon Graduation), Business Coaching
University of Rhode Island 2005 — 2009
BS, Management/ Entrepreneurship
University of Rhode Island - College of Business Administration 2005 — 2009
BS, Entrepreneurship
Benjamin Gregory's New York Life Insurance Company Experience March 2014 - October 2014
Job Relationship Banker at JPMorgan Chase, N.A.
Industry Financial Services
Experience
JPMorgan Chase, N.A. October 2014 - Present
New York Life Insurance Company March 2014 - October 2014
Kahlon Family Services, LLC July 2013 - February 2014
Markley Financial Services May 2009 - October 2012
University of Pittsburgh August 2007 - December 2011
UPMC June 2011 - August 2011
Montgomery County Department of Recreation June 2005 - August 2010
Glow Worm Advertising Bond University January 2010 - May 2010
Education
University of Pittsburgh 2007 — 2011
Bachelor of the Arts, Communication and Rhetoric; Advertising & Public Relations
JPMorgan Chase, N.A. October 2014 - Present
New York Life Insurance Company March 2014 - October 2014
Kahlon Family Services, LLC July 2013 - February 2014
Markley Financial Services May 2009 - October 2012
University of Pittsburgh August 2007 - December 2011
UPMC June 2011 - August 2011
Montgomery County Department of Recreation June 2005 - August 2010
Glow Worm Advertising Bond University January 2010 - May 2010
Education
University of Pittsburgh 2007 — 2011
Bachelor of the Arts, Communication and Rhetoric; Advertising & Public Relations
Lochrane Smith Lochrane Smith's New York Life Insurance Company Experience 2010 - July 2013
Job Commercial Real Estate Broker at Red Rock Realty Group
Industry Commercial Real Estate
Experience
Red Rock Realty Group August 2013 - Present
New York Life Insurance Company 2010 - July 2013
Carruthers Real Estate Company (now Red Rock Realty Group) 2008 - 2009
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Retirement Planning, Retirement, Investments, Strategic Financial..., Series 6, Underwriting, Property & Casualty..., Estate Planning, Mutual Funds, 401k, Financial Planners, Event Management, Team Leadership, Event Planning, Long Term Care Insurance, Financial Services, Commercial Real Estate, Brokerage, Sales, 401k Rollovers, Whole Life
Education
University of Richmond 2006 — 2010
Bachelor of Arts, History, Classical Civilization, Cum Laude
Red Rock Realty Group August 2013 - Present
New York Life Insurance Company 2010 - July 2013
Carruthers Real Estate Company (now Red Rock Realty Group) 2008 - 2009
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Retirement Planning, Retirement, Investments, Strategic Financial..., Series 6, Underwriting, Property & Casualty..., Estate Planning, Mutual Funds, 401k, Financial Planners, Event Management, Team Leadership, Event Planning, Long Term Care Insurance, Financial Services, Commercial Real Estate, Brokerage, Sales, 401k Rollovers, Whole Life
Education
University of Richmond 2006 — 2010
Bachelor of Arts, History, Classical Civilization, Cum Laude
Mark Wurtemberg's New York Life Insurance Company Experience January 2010 - January 2012
Job Driver at Sidecar
Industry Restaurants
Experience
Sidecar April 2015 - Present
Lyft October 2014 - Present
38 Degrees Ale House & Grill October 2011 - Present
Real Estate Investor March 2006 - Present
JPMorgan Chase January 2012 - December 2012
New York Life Insurance Company January 2010 - January 2012
Mark Wurtemberg September 2006 - June 2010
City of Glendora March 2006 - June 2010
City of Sierra Madre October 2003 - March 2006
Enthusiast Web Solutions December 2005 - February 2006
Skills
Investments, Strategic Financial..., Retirement Planning, Insurance, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Accounting, Microsoft Word, Analysis, PowerPoint, Banking, Accounts Receivable, Accounts Payable, Sales, Finance, Financial Reporting
Education
H&R Block 2008 — 2008
Tax Preparation, Taxes
University of Phoenix 2002 — 2004
Pasadena High School 1991 — 1995
Sidecar April 2015 - Present
Lyft October 2014 - Present
38 Degrees Ale House & Grill October 2011 - Present
Real Estate Investor March 2006 - Present
JPMorgan Chase January 2012 - December 2012
New York Life Insurance Company January 2010 - January 2012
Mark Wurtemberg September 2006 - June 2010
City of Glendora March 2006 - June 2010
City of Sierra Madre October 2003 - March 2006
Enthusiast Web Solutions December 2005 - February 2006
Skills
Investments, Strategic Financial..., Retirement Planning, Insurance, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Accounting, Microsoft Word, Analysis, PowerPoint, Banking, Accounts Receivable, Accounts Payable, Sales, Finance, Financial Reporting
Education
H&R Block 2008 — 2008
Tax Preparation, Taxes
University of Phoenix 2002 — 2004
Pasadena High School 1991 — 1995
Allison V. Barnes Allison V. Barnes's New York Life Insurance Company Experience November 2012 - August 2013
Job Business Manager/Teacher Assistant at Chicago Public Schools
Industry Education Management
Experience
Chicago Public Schools October 2013 - Present
New York Life Insurance Company November 2012 - August 2013
Chicago Public Schools August 2011 - July 2012
Chicago Public Schools May 1997 - August 2011
Chicago Public Schools July 2006 - October 2008
Skills
Information Analysis, Business Intelligence, Data Analysis, Exceptional writing..., Use of Pivot Tables to..., Project planning skills, Field Underwriter, State of Illinois..., State and NCLB Approved...
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Business & Information Systems
Richard J. Daley College 1998 — 2003
Associate in Arts, Liberal Arts
Chicago Public Schools October 2013 - Present
New York Life Insurance Company November 2012 - August 2013
Chicago Public Schools August 2011 - July 2012
Chicago Public Schools May 1997 - August 2011
Chicago Public Schools July 2006 - October 2008
Skills
Information Analysis, Business Intelligence, Data Analysis, Exceptional writing..., Use of Pivot Tables to..., Project planning skills, Field Underwriter, State of Illinois..., State and NCLB Approved...
Education
University of Phoenix 2007 — 2009
Bachelor of Science, Business & Information Systems
Richard J. Daley College 1998 — 2003
Associate in Arts, Liberal Arts
Courtney Prendergast Courtney Prendergast's New York Life Insurance Company Experience April 2014 - April 2014
Job Apprentice Local 3 IBEW
Industry Sports
Experience
Town of Babylon June 2006 - Present
University of Rhode Island September 2014 - December 2014
Lindenhurst Public School District March 2014 - June 2014
New York Life Insurance Company April 2014 - April 2014
Skills
Life Insurance, Softball, Lifeguarding, Social Media, Social Networking, Facebook, Leadership, Team Leadership, Microsoft Office, Photoshop, Marketing, Customer Service, Sales, PowerPoint, Public Relations, Public Speaking, Time Management, Teaching, Microsoft Word
Education
University of Rhode Island 2008 — 2013
Bachelor's Degree, Gender and Women's Studies
University of Rhode Island 2008 — 2012
Bachelor's Degree, Sociology with a focus on Criminology and Criminal Justice
Town of Babylon June 2006 - Present
University of Rhode Island September 2014 - December 2014
Lindenhurst Public School District March 2014 - June 2014
New York Life Insurance Company April 2014 - April 2014
Skills
Life Insurance, Softball, Lifeguarding, Social Media, Social Networking, Facebook, Leadership, Team Leadership, Microsoft Office, Photoshop, Marketing, Customer Service, Sales, PowerPoint, Public Relations, Public Speaking, Time Management, Teaching, Microsoft Word
Education
University of Rhode Island 2008 — 2013
Bachelor's Degree, Gender and Women's Studies
University of Rhode Island 2008 — 2012
Bachelor's Degree, Sociology with a focus on Criminology and Criminal Justice
Gabriel Wittenberg's New York Life Insurance Company Experience March 2015 - Present
Job Actuarial Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Econometrica, Inc. March 2014 - March 2015
Cato Institute September 2013 - December 2013
Skills
Microsoft Office, Research, Windows, Statistics, Editing, Politics, Economics, Higher Education, Market Research, Economic Research, Quantitative Research, Policy Analysis, Community Outreach, Government, SAS, Analysis, Economic Modeling, Regression Analysis
Education
University of Rochester 2009 — 2013
Bachelors of Arts, Economics and Mathematics, 3.2 Cumulative GPA
Edgemont High School
New York Life Insurance Company March 2015 - Present
Econometrica, Inc. March 2014 - March 2015
Cato Institute September 2013 - December 2013
Skills
Microsoft Office, Research, Windows, Statistics, Editing, Politics, Economics, Higher Education, Market Research, Economic Research, Quantitative Research, Policy Analysis, Community Outreach, Government, SAS, Analysis, Economic Modeling, Regression Analysis
Education
University of Rochester 2009 — 2013
Bachelors of Arts, Economics and Mathematics, 3.2 Cumulative GPA
Edgemont High School
Linda Vick Linda Vick's New York Life Insurance Company Experience April 2004 - November 2013
Job Insurance Professional
Industry Insurance
Experience
Alcove Realty Real Estate 2014 - Present
New York Life Insurance Company April 2004 - November 2013
Skills
Insurance, Life Insurance, Disability Insurance, Estate Planning, Underwriting, Whole Life, Fixed Annuities, Health Insurance, Long-term Care, Retirement
Education
University of Phoenix 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Alcove Realty Real Estate 2014 - Present
New York Life Insurance Company April 2004 - November 2013
Skills
Insurance, Life Insurance, Disability Insurance, Estate Planning, Underwriting, Whole Life, Fixed Annuities, Health Insurance, Long-term Care, Retirement
Education
University of Phoenix 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Joe Grenier Joe Grenier's New York Life Insurance Company Experience August 2008 - October 2011
Job Senior Software Engineer at BlueMetal Inc.
Industry Financial Services
Experience
BlueMetal Inc. December 2014 - Present
Slalom Consulting August 2014 - November 2014
BlueMetal Architects June 2012 - August 2014
Tuition Management Systems October 2011 - June 2012
New York Life Insurance Company August 2008 - October 2011
Equity National Title and Closing Services August 2006 - July 2008
FM Global November 2005 - August 2006
AIPSO 1999 - 2005
Skills
.NET, WCF, C#, ASP.NET, Microsoft SQL Server, T-SQL, Agile Methodologies, Web Services, Visual Studio
Education
University of Rhode Island 1990 — 1994
B.S., Zoology
BlueMetal Inc. December 2014 - Present
Slalom Consulting August 2014 - November 2014
BlueMetal Architects June 2012 - August 2014
Tuition Management Systems October 2011 - June 2012
New York Life Insurance Company August 2008 - October 2011
Equity National Title and Closing Services August 2006 - July 2008
FM Global November 2005 - August 2006
AIPSO 1999 - 2005
Skills
.NET, WCF, C#, ASP.NET, Microsoft SQL Server, T-SQL, Agile Methodologies, Web Services, Visual Studio
Education
University of Rhode Island 1990 — 1994
B.S., Zoology
Elise Meader's New York Life Insurance Company Experience January 2011 - Present
Job Financial Services Professional NYL/NYLIFE Securities
Industry Financial Services
Experience
New York Life Insurance Company January 2011 - Present
American Income Life May 2010 - October 2010
American Income Life February 2009 - September 2010
Music City News Media & Marketing May 2008 - July 2008
MatchPoint Marketing January 2008 - May 2008
Skills
Customer Service, 401k Rollovers, Annuity Sales, Estate Planning, Key Person Protection, Public Relations, Licensed Life & Health..., Legacies, Multi-generational..., Protection..., Wealth Preservation..., Outlook, Multi-generational..., Insurance, IRAs, Retirement Planning, Fixed Annuities, Disability Insurance, Leadership, Marketing, Social Media, Microsoft Office, Sales, Retirement, Life Insurance
Education
Worcester State College 2006 — 2008
Bachelor of Science, Business Administration and Marketing
University of Rhode Island 2004 — 2006
Kinesiology/Business
New York Life Insurance Company January 2011 - Present
American Income Life May 2010 - October 2010
American Income Life February 2009 - September 2010
Music City News Media & Marketing May 2008 - July 2008
MatchPoint Marketing January 2008 - May 2008
Skills
Customer Service, 401k Rollovers, Annuity Sales, Estate Planning, Key Person Protection, Public Relations, Licensed Life & Health..., Legacies, Multi-generational..., Protection..., Wealth Preservation..., Outlook, Multi-generational..., Insurance, IRAs, Retirement Planning, Fixed Annuities, Disability Insurance, Leadership, Marketing, Social Media, Microsoft Office, Sales, Retirement, Life Insurance
Education
Worcester State College 2006 — 2008
Bachelor of Science, Business Administration and Marketing
University of Rhode Island 2004 — 2006
Kinesiology/Business
Larry Stuber Larry Stuber's New York Life Insurance Company Experience March 2012 - June 2012
Job Financial Professional
Industry Financial Services
Patrick Croft, CLTC Patrick Croft, CLTC's New York Life Insurance Company Experience March 2015 - Present
Job Agent with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
Starkweather & Shepley Insurance Brokerage Inc. April 2014 - March 2015
Paychex March 2012 - April 2014
Northwestern Mutual November 2003 - March 2012
Skills
Insurance, Investments, Retirement Planning, Employee Benefits, Management, Retirement, Strategic Financial..., 401k, Pensions, Mutual Funds, Health Insurance, Sales, Series 7, Financial Services, Leadership, Risk Management
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Bishop Hendricken 1996 — 1999
New York Life Insurance Company March 2015 - Present
Starkweather & Shepley Insurance Brokerage Inc. April 2014 - March 2015
Paychex March 2012 - April 2014
Northwestern Mutual November 2003 - March 2012
Skills
Insurance, Investments, Retirement Planning, Employee Benefits, Management, Retirement, Strategic Financial..., 401k, Pensions, Mutual Funds, Health Insurance, Sales, Series 7, Financial Services, Leadership, Risk Management
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Bishop Hendricken 1996 — 1999
Bill Abad's New York Life Insurance Company Experience 2006 - 2007
Job Vanguard Supervisor
Industry Financial Services
Experience
Vanguard October 2007 - Present
New York Life Insurance Company 2006 - 2007
United States Navy 2002 - 2006
Skills
Investments, Series 6, Mutual Funds, Asset Management, Strategic Financial..., Portfolio Management, Relationship Management, Finance, Insurance, Financial Services, Securities, Employee Benefits, Wealth Management, Risk Management, Financial Analysis, Leadership, Asset Allocation, Life Insurance, Analysis, Equities, Process Improvement, Series 63, Customer Service, Financial Planning, Sales
Education
University of Phoenix 2006 — 2010
Bachelors, Finance
Vanguard October 2007 - Present
New York Life Insurance Company 2006 - 2007
United States Navy 2002 - 2006
Skills
Investments, Series 6, Mutual Funds, Asset Management, Strategic Financial..., Portfolio Management, Relationship Management, Finance, Insurance, Financial Services, Securities, Employee Benefits, Wealth Management, Risk Management, Financial Analysis, Leadership, Asset Allocation, Life Insurance, Analysis, Equities, Process Improvement, Series 63, Customer Service, Financial Planning, Sales
Education
University of Phoenix 2006 — 2010
Bachelors, Finance
David Cam's New York Life Insurance Company Experience June 2006 - May 2007
Job Sales Consultant at Ceridian
Industry Information Technology and Services
Experience
Ceridian March 2015 - Present
InstaMed February 2014 - November 2014
Shunra October 2013 - February 2014
SilkRoad February 2011 - April 2013
ADP October 2009 - May 2011
ADP June 2007 - October 2009
New York Life Insurance Company June 2006 - May 2007
Skills
63 Licensed, Health, SaaS, Salesforce.com, Consultative Selling, Territory Building, HR Software, Territory Development, Territory Management, Cold Calling, Strategic Account..., Talent Acquisition, Selling, Sales Force Development, Performance Management, Talent Management, Onboarding, Applicant Tracking..., Sales Process, Management, Human Resources, Employee Benefits, Solution Selling, Lead Generation, Account Management, Enterprise Software, Direct Sales, Sales Presentations, B2B, Sales Management, Sales, Cloud Computing, CRM, HRIS, Leadership, Sales Operations, Recruiting, Strategic Partnerships, Strategy, Team Building, Marketing, New Business Development, Customer Retention, Training, Business Development, Vendor Management, Channel Partners, Professional Services, Networking, Building Relationships
Education
University of Pittsburgh 1999 — 2004
Marketing, Business Administration
william allen high school
Ceridian March 2015 - Present
InstaMed February 2014 - November 2014
Shunra October 2013 - February 2014
SilkRoad February 2011 - April 2013
ADP October 2009 - May 2011
ADP June 2007 - October 2009
New York Life Insurance Company June 2006 - May 2007
Skills
63 Licensed, Health, SaaS, Salesforce.com, Consultative Selling, Territory Building, HR Software, Territory Development, Territory Management, Cold Calling, Strategic Account..., Talent Acquisition, Selling, Sales Force Development, Performance Management, Talent Management, Onboarding, Applicant Tracking..., Sales Process, Management, Human Resources, Employee Benefits, Solution Selling, Lead Generation, Account Management, Enterprise Software, Direct Sales, Sales Presentations, B2B, Sales Management, Sales, Cloud Computing, CRM, HRIS, Leadership, Sales Operations, Recruiting, Strategic Partnerships, Strategy, Team Building, Marketing, New Business Development, Customer Retention, Training, Business Development, Vendor Management, Channel Partners, Professional Services, Networking, Building Relationships
Education
University of Pittsburgh 1999 — 2004
Marketing, Business Administration
william allen high school
Peter Nyarkoh Peter Nyarkoh's New York Life Insurance Company Experience November 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company November 2014 - Present
Aflac New York June 2012 - December 2013
Apple Bank for Savings August 2007 - July 2008
Agricultural Development Bank Ghana June 2000 - September 2003
Skills
Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Charity Giving, Customer Satisfaction, Education Funding..., Employee Benefits, Estate Planning, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Lifetime Income..., Multi-Generational..., Protection..., Retirement Planning, Retirement Income..., Risk Management, Small Business, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Retirement
Education
University of Phoenix 2005 — 2012
Bachelor of Science, Business/ Accounting
Cape Coast Polytechnic 2001 — 2003
Higher National Diploma, Accountancy
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company November 2014 - Present
Aflac New York June 2012 - December 2013
Apple Bank for Savings August 2007 - July 2008
Agricultural Development Bank Ghana June 2000 - September 2003
Skills
Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Charity Giving, Customer Satisfaction, Education Funding..., Employee Benefits, Estate Planning, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Lifetime Income..., Multi-Generational..., Protection..., Retirement Planning, Retirement Income..., Risk Management, Small Business, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Retirement
Education
University of Phoenix 2005 — 2012
Bachelor of Science, Business/ Accounting
Cape Coast Polytechnic 2001 — 2003
Higher National Diploma, Accountancy
BONNIE PIERCE's New York Life Insurance Company Experience February 2013 - Present
Job Owner of Munchie Jiraffe, LLC
Industry Consumer Goods
Experience
New York Life Insurance Company February 2013 - Present
Urologic Specialist of New England 2013 - 2014
Urologic Specialist of New England 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
University of Phoenix 2010 — 2012
Associate of Science (A.S.), Psychology
New York Life Insurance Company February 2013 - Present
Urologic Specialist of New England 2013 - 2014
Urologic Specialist of New England 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
University of Phoenix 2010 — 2012
Associate of Science (A.S.), Psychology
Geri L. Dahmes's New York Life Insurance Company Experience August 2009 - December 2010
Job Human Resources Manager at Menards
Industry Higher Education
Experience
Menards April 2015 - Present
Mentor Network/Rem June 2013 - April 2015
Garnett Gardens December 2012 - June 2013
Wood Dale Nursing Home September 2012 - February 2013
Northstar Finacial Corp. February 2011 - August 2012
New York Life Insurance Company August 2009 - December 2010
Combined Insurance May 2005 - April 2009
Geri's Palace/Falls Cafe December 1986 - April 2004
Skills
Training, Sales, Customer Service, Management, Insurance, Fundraising, Marketing, Recruiting, Time Management, Social Networking, Microsoft Excel, Very strong Customer..., Leadership Development, Event Management, Social Media Marketing, Public Speaking, Project Management, PowerPoint, Event Planning, Coaching, Employee Relations, Outlook, Social Media, Online Marketing, Strategic Planning, Budgets, Marketing Strategy, Microsoft Office, Operations Management, Microsoft Word, Team Building, Team Leadership, Leadership, Combined sales and..., Detail-oriented and..., Ability to respond..., Creative with new sales..., Payroll, bookkeeping,..., Communication, Interviews, Healthcare
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Science and Health Administration, GPA 3.69
Western International University 2004 — 2006
Associates degree, Business Administration and Management, General
Southwestern Vocational Technical Institute 1984 — 1985
1 year Degree, Word Processing
Golden Valley Lutheran 1980 — 1981
BA in Music Theory and Religion
Menards April 2015 - Present
Mentor Network/Rem June 2013 - April 2015
Garnett Gardens December 2012 - June 2013
Wood Dale Nursing Home September 2012 - February 2013
Northstar Finacial Corp. February 2011 - August 2012
New York Life Insurance Company August 2009 - December 2010
Combined Insurance May 2005 - April 2009
Geri's Palace/Falls Cafe December 1986 - April 2004
Skills
Training, Sales, Customer Service, Management, Insurance, Fundraising, Marketing, Recruiting, Time Management, Social Networking, Microsoft Excel, Very strong Customer..., Leadership Development, Event Management, Social Media Marketing, Public Speaking, Project Management, PowerPoint, Event Planning, Coaching, Employee Relations, Outlook, Social Media, Online Marketing, Strategic Planning, Budgets, Marketing Strategy, Microsoft Office, Operations Management, Microsoft Word, Team Building, Team Leadership, Leadership, Combined sales and..., Detail-oriented and..., Ability to respond..., Creative with new sales..., Payroll, bookkeeping,..., Communication, Interviews, Healthcare
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Science and Health Administration, GPA 3.69
Western International University 2004 — 2006
Associates degree, Business Administration and Management, General
Southwestern Vocational Technical Institute 1984 — 1985
1 year Degree, Word Processing
Golden Valley Lutheran 1980 — 1981
BA in Music Theory and Religion
Suzanne McCoy Suzanne McCoy's New York Life Insurance Company Experience March 2011 - November 2012
Job Elder HealthCare advisors
Industry Insurance
Experience
Elder Healthcare Advisors June 2012 - Present
Lincoln Heritage Life Insurance Company December 2013 - Present
Sovereign Bank January 2013 - Present
New York Life Insurance Company March 2011 - November 2012
Dr. Donald Acomb November 2002 - November 2010
Skills
Insurance, Small Business, Customer Service, Public Speaking, Disability Insurance, Long-term Care, Fixed Annuities, Strategic Planning, Coaching, Retirement Planning, Employee Benefits, Team Building, Microsoft Excel, Life Insurance, Real Estate, Medicare
Education
University of Rhode Island 1998 — 2000
BA Personal Finance, Finance/ Dental Hygiene/Consumer Affairs
University of Rhode Island 1968 — 1970
Dental Hygiene, Dental Hygiene
Elder Healthcare Advisors June 2012 - Present
Lincoln Heritage Life Insurance Company December 2013 - Present
Sovereign Bank January 2013 - Present
New York Life Insurance Company March 2011 - November 2012
Dr. Donald Acomb November 2002 - November 2010
Skills
Insurance, Small Business, Customer Service, Public Speaking, Disability Insurance, Long-term Care, Fixed Annuities, Strategic Planning, Coaching, Retirement Planning, Employee Benefits, Team Building, Microsoft Excel, Life Insurance, Real Estate, Medicare
Education
University of Rhode Island 1998 — 2000
BA Personal Finance, Finance/ Dental Hygiene/Consumer Affairs
University of Rhode Island 1968 — 1970
Dental Hygiene, Dental Hygiene
Malik Edwards Malik Edwards's New York Life Insurance Company Experience December 2010 - June 2013
Job Digital Media Project Manager/Coordinator at Synchrony Financial
Industry Information Technology and Services
Experience
Synchrony Financial July 2014 - Present
Macedonia Baptist Church April 2006 - Present
GE June 2013 - July 2014
New York Life Insurance Company December 2010 - June 2013
Standard & Poor's August 2008 - December 2010
AMC Theatres April 2006 - July 2010
Skills
Customer Service, Administrative..., Administration Jobs, Conference Services, Conference Support, Conference Coordination, Administrative..., Executive Administrative, office, Office Management, Office Administration, Coordinators, Project Management, Project Planning, Project Coordination, Communication Skills, Audio Visual Support, Audio Visual Integration, IT Operations, Marketing, Audio Conferencing, Audio Engineering, Video Conferencing, Cisco Technologies, Facilities Management, Executive Support, Business Ethics, Business Information, Microsoft Office, Lotus Notes, Outlook, Crestron, WebEx, Sametime, Research, Live Sound, Sound Board Operation, Leadership, Management, Training, Budgets, Hardware, Video, Event Management
Education
University of Phoenix 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Virginia College 2008 — 2010
Associate of Science (AS), Business Administration, Management and Operations
Synchrony Financial July 2014 - Present
Macedonia Baptist Church April 2006 - Present
GE June 2013 - July 2014
New York Life Insurance Company December 2010 - June 2013
Standard & Poor's August 2008 - December 2010
AMC Theatres April 2006 - July 2010
Skills
Customer Service, Administrative..., Administration Jobs, Conference Services, Conference Support, Conference Coordination, Administrative..., Executive Administrative, office, Office Management, Office Administration, Coordinators, Project Management, Project Planning, Project Coordination, Communication Skills, Audio Visual Support, Audio Visual Integration, IT Operations, Marketing, Audio Conferencing, Audio Engineering, Video Conferencing, Cisco Technologies, Facilities Management, Executive Support, Business Ethics, Business Information, Microsoft Office, Lotus Notes, Outlook, Crestron, WebEx, Sametime, Research, Live Sound, Sound Board Operation, Leadership, Management, Training, Budgets, Hardware, Video, Event Management
Education
University of Phoenix 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Virginia College 2008 — 2010
Associate of Science (AS), Business Administration, Management and Operations
Alfredo Durias Alfredo Durias's New York Life Insurance Company Experience 2014 - Present
Job Agent New York Life Ins Co
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
General Environmental Management January 2008 - October 2009
Education
University of San Agustin 1972 — 1977
BS Mechanical Engineering
University of San Agustín
BS Mechanical Engineering
New York Life Insurance Company 2014 - Present
General Environmental Management January 2008 - October 2009
Education
University of San Agustin 1972 — 1977
BS Mechanical Engineering
University of San Agustín
BS Mechanical Engineering
Anthony Quetta's New York Life Insurance Company Experience 2001 - 2006
Job Owner, Quetta Insurance, LLC
Industry Insurance
Experience
Quetta Insurance, LLC March 2008 - Present
Quetta Allstate Insurance Agency March 2006 - March 2008
New York Life Insurance Company 2001 - 2006
New York Life Insurance Company 2001 - 2006
New York Life Insurance Company 2001 - 2006
Skills
Commercial Insurance, Insurance, Property & Casualty..., Series 63, Life Insurance, Disability Insurance, Marketing, Homeowners, Long Term Care Insurance, Claim, Time Management, Customer Service, Term Life Insurance, Workers Compensation, Estate Planning, Retirement Planning, Long-term Care, Retirement, New Business Development, Access, Fixed Annuities, Health Insurance, Small Business, Sales, Underwriting
Education
University of Rhode Island 1991 — 1994
BA, Economics
Classical
Quetta Insurance, LLC March 2008 - Present
Quetta Allstate Insurance Agency March 2006 - March 2008
New York Life Insurance Company 2001 - 2006
New York Life Insurance Company 2001 - 2006
New York Life Insurance Company 2001 - 2006
Skills
Commercial Insurance, Insurance, Property & Casualty..., Series 63, Life Insurance, Disability Insurance, Marketing, Homeowners, Long Term Care Insurance, Claim, Time Management, Customer Service, Term Life Insurance, Workers Compensation, Estate Planning, Retirement Planning, Long-term Care, Retirement, New Business Development, Access, Fixed Annuities, Health Insurance, Small Business, Sales, Underwriting
Education
University of Rhode Island 1991 — 1994
BA, Economics
Classical
Chip Meyer Chip Meyer's New York Life Insurance Company Experience November 2009 - June 2015
Job Financial Professional at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
New York Life Insurance Company November 2009 - June 2015
Hidden Valley Ski Patrol 2001 - 2014
New York Life Insurance Company August 2000 - January 2010
Nationwide Insurance May 1995 - July 2000
Communique Systems September 1991 - July 1995
Songer Corporation January 1989 - July 1991
Glenshaw Glass January 1983 - January 1988
Skills
Strategic Planning, Fixed Income, Financial Modeling, Trading Systems, Manufacturing, Wealth, Options, Finance, Business Planning, Sybase, Business Development, Waterfall, Estate Law, Technology Management, Outsourcing, Manufacturing..., Management, Training, Investments, Sales, Program Management, Public Speaking, Leadership, Customer Service, Marketing, Team Building, Project Management
Education
University of Pittsburgh-Johnstown 1978 — 1982
Electrical Engineer Tech, Mechanical Engineer
Prudential Financial July 2015 - Present
New York Life Insurance Company November 2009 - June 2015
Hidden Valley Ski Patrol 2001 - 2014
New York Life Insurance Company August 2000 - January 2010
Nationwide Insurance May 1995 - July 2000
Communique Systems September 1991 - July 1995
Songer Corporation January 1989 - July 1991
Glenshaw Glass January 1983 - January 1988
Skills
Strategic Planning, Fixed Income, Financial Modeling, Trading Systems, Manufacturing, Wealth, Options, Finance, Business Planning, Sybase, Business Development, Waterfall, Estate Law, Technology Management, Outsourcing, Manufacturing..., Management, Training, Investments, Sales, Program Management, Public Speaking, Leadership, Customer Service, Marketing, Team Building, Project Management
Education
University of Pittsburgh-Johnstown 1978 — 1982
Electrical Engineer Tech, Mechanical Engineer
Tunc Tanin Tunc Tanin's New York Life Insurance Company Experience July 2005 - October 2013
Job President at Tunc Tanin
Industry Financial Services
Experience
Tunc Tanin October 2013 - Present
New York Life Insurance Company July 2005 - October 2013
State Street Bank September 1996 - August 2005
CGU September 1999 - December 1999
The Women's Union November 1994 - September 1996
Federal Reserve Bank of New York September 1993 - October 1994
Decima Research November 1992 - February 1993
Skills
Investments, Retirement Planning, Insurance, Financial Services, Securities, Key Person Protection, Portfolio Management, Asset Management, Finance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Strategic Financial..., Wealth Preservation..., Accounting, Investment Management, Hedge Funds, CRM, Retirement, Financial Advisory, Start-ups, Management, Analysis, Life Insurance, Training, Risk Management, Outsourcing, Networking, Banking, Negotiation, Wealth Management, Fixed Annuities, Financial Analysis, Disability Insurance, Estate Planning, IRAs, Tax, Financial Planners, Long-term Care, 401k, Equities, Alternative Investments, 401(k) Rollovers, Employee Benefits, Asset Allocation, Relationship Management, Investment Strategies, Small Business, Seperate large and..., Financial Planning
Education
University of Rochester 1998 — 1999
MBA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Atakoy 1983 — 1985
Tunc Tanin October 2013 - Present
New York Life Insurance Company July 2005 - October 2013
State Street Bank September 1996 - August 2005
CGU September 1999 - December 1999
The Women's Union November 1994 - September 1996
Federal Reserve Bank of New York September 1993 - October 1994
Decima Research November 1992 - February 1993
Skills
Investments, Retirement Planning, Insurance, Financial Services, Securities, Key Person Protection, Portfolio Management, Asset Management, Finance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Strategic Financial..., Wealth Preservation..., Accounting, Investment Management, Hedge Funds, CRM, Retirement, Financial Advisory, Start-ups, Management, Analysis, Life Insurance, Training, Risk Management, Outsourcing, Networking, Banking, Negotiation, Wealth Management, Fixed Annuities, Financial Analysis, Disability Insurance, Estate Planning, IRAs, Tax, Financial Planners, Long-term Care, 401k, Equities, Alternative Investments, 401(k) Rollovers, Employee Benefits, Asset Allocation, Relationship Management, Investment Strategies, Small Business, Seperate large and..., Financial Planning
Education
University of Rochester 1998 — 1999
MBA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Atakoy 1983 — 1985
Jason Beneke Jason Beneke's New York Life Insurance Company Experience 2015 - Present
Job Analytics, Marketing, Credit Risk Executive
Industry Insurance
Experience
New York Life Insurance Company 2015 - Present
Capital One 2010 - 2014
Capital One 2007 - 2010
Capital One 2004 - 2007
Nedbank 2002 - 2004
Nedbank 2000 - 2001
Capital One 1999 - 2000
Iscor Mining 1995 - 1999
Skills
Analytics, Segmentation, Financial Services, Credit Cards, Predictive Analytics, Predictive Modeling, Product Management, Leadership, Business Analytics, Credit Risk, Customer Acquisition, Database Marketing, Strategy, Marketing Analytics, Business Analysis, Risk Management, Financial Modeling, Management
Education
University of Pretoria/Universiteit van Pretoria 1998 — 1999
Honors Degree, Industrial Engineering
University of Pretoria/Universiteit van Pretoria 1991 — 1994
Bachelor's Degree, Industrial Engineering
New York Life Insurance Company 2015 - Present
Capital One 2010 - 2014
Capital One 2007 - 2010
Capital One 2004 - 2007
Nedbank 2002 - 2004
Nedbank 2000 - 2001
Capital One 1999 - 2000
Iscor Mining 1995 - 1999
Skills
Analytics, Segmentation, Financial Services, Credit Cards, Predictive Analytics, Predictive Modeling, Product Management, Leadership, Business Analytics, Credit Risk, Customer Acquisition, Database Marketing, Strategy, Marketing Analytics, Business Analysis, Risk Management, Financial Modeling, Management
Education
University of Pretoria/Universiteit van Pretoria 1998 — 1999
Honors Degree, Industrial Engineering
University of Pretoria/Universiteit van Pretoria 1991 — 1994
Bachelor's Degree, Industrial Engineering
Sarah Tester Sarah Tester's New York Life Insurance Company Experience July 2014 - Present
Job Fixed Annuities Representative at New York Life Insurance Company
Industry Outsourcing/Offshoring
Experience
New York Life Insurance Company July 2014 - Present
TeleTech February 2013 - May 2014
TeleTech October 2012 - February 2013
Skills
BPO, Call Centers, Workforce Management, Outsourcing, Contact Centers, Service Delivery, Customer Experience, Customer Satisfaction, Performance Management, Team Management, Technical Support, Vendor Management, Coaching, Troubleshooting, Customer Retention, Team Leadership, Telecommunications, Training, Avaya, Training Delivery, Team Building, Metrics, Escalation
Education
University of Phoenix 2012 — 2014
Associates of Arts, Business/Commerce, General
New York Life Insurance Company July 2014 - Present
TeleTech February 2013 - May 2014
TeleTech October 2012 - February 2013
Skills
BPO, Call Centers, Workforce Management, Outsourcing, Contact Centers, Service Delivery, Customer Experience, Customer Satisfaction, Performance Management, Team Management, Technical Support, Vendor Management, Coaching, Troubleshooting, Customer Retention, Team Leadership, Telecommunications, Training, Avaya, Training Delivery, Team Building, Metrics, Escalation
Education
University of Phoenix 2012 — 2014
Associates of Arts, Business/Commerce, General
Rob Urbanski Rob Urbanski's New York Life Insurance Company Experience January 2009 - April 2010
Job Account Executive at Blackbaud
Industry Computer Software
Experience
Blackbaud June 2014 - Present
Blackbaud August 2012 - May 2014
CIGNA Group Insurance April 2010 - April 2012
New York Life Insurance Company January 2009 - April 2010
Marriott Vacation Club International 2006 - 2009
Skills
Direct Sales, Account Management, Sales, New Business Development, CRM, Sales Process, Lead Generation, Sales Management, Solution Selling, Management, Business Development, Leadership, Marketing Strategy
Education
University of Richmond 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Blackbaud June 2014 - Present
Blackbaud August 2012 - May 2014
CIGNA Group Insurance April 2010 - April 2012
New York Life Insurance Company January 2009 - April 2010
Marriott Vacation Club International 2006 - 2009
Skills
Direct Sales, Account Management, Sales, New Business Development, CRM, Sales Process, Lead Generation, Sales Management, Solution Selling, Management, Business Development, Leadership, Marketing Strategy
Education
University of Richmond 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Anil Pandya, Partner, New York Life Insurance's New York Life Insurance Company Experience June 2009 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
New York Life insurance Company April 2006 - May 2009
Illinois General office of New York Life Insurance Company in Schaumburg, IL October 2003 - April 2006
New York Life Insurance Company May 1998 - September 2003
Skills
Retirement Planning, Estate Planning, IRAs, Retirement, Risk Management, Wealth Management, Financial Services, Life Insurance, Health Insurance, Finance, Leadership, Mutual Funds, Series 6, Insurance, Long Term Care Insurance, Financial Planners, Strategic Financial..., Portfolio Management, Term Life Insurance, Management, 401k, Whole Life, Employee Benefits, Disability Insurance, Wealth Accumulation, Investments, Securities, Financial Planning, Fixed Annuities
Education
The American College 1999 — 2000
LUTCF, Life Insurance, Investments and Advance Planning
University of Rajasthan 1975 — 1978
B.Sc., Biology
New York Life Insurance Company June 2009 - Present
New York Life insurance Company April 2006 - May 2009
Illinois General office of New York Life Insurance Company in Schaumburg, IL October 2003 - April 2006
New York Life Insurance Company May 1998 - September 2003
Skills
Retirement Planning, Estate Planning, IRAs, Retirement, Risk Management, Wealth Management, Financial Services, Life Insurance, Health Insurance, Finance, Leadership, Mutual Funds, Series 6, Insurance, Long Term Care Insurance, Financial Planners, Strategic Financial..., Portfolio Management, Term Life Insurance, Management, 401k, Whole Life, Employee Benefits, Disability Insurance, Wealth Accumulation, Investments, Securities, Financial Planning, Fixed Annuities
Education
The American College 1999 — 2000
LUTCF, Life Insurance, Investments and Advance Planning
University of Rajasthan 1975 — 1978
B.Sc., Biology
Doug Kayser Doug Kayser's New York Life Insurance Company Experience August 2011 - May 2015
Job Founder, UpTech UAV
Industry Consumer Electronics
Experience
ChaseCam, LLC May 2015 - Present
UpTech UAV May 2015 - Present
NYLIFE Securities LCC October 2012 - May 2015
New York Life Insurance Company August 2011 - May 2015
Education
University of Richmond 2007 — 2011
BA, Economics
ChaseCam, LLC May 2015 - Present
UpTech UAV May 2015 - Present
NYLIFE Securities LCC October 2012 - May 2015
New York Life Insurance Company August 2011 - May 2015
Education
University of Richmond 2007 — 2011
BA, Economics
Rommel Dingle's New York Life Insurance Company Experience March 2011 - January 2012
Job Entreprenuer / Sales Professional
Industry Financial Services
Experience
CAMICO Mutual Insurance Company December 2012 - September 2015
New England Financial April 2012 - December 2012
New York Life Insurance Company March 2011 - January 2012
City of Union City 2011 - 2012
CAMICO Mutual Insurance Company June 2003 - March 2011
ProSurance Group November 2000 - June 2003
Skills
Insurance, Fixed Annuities, Underwriting, Disability Insurance, Professional Liability, Term Life Insurance, Long-term Care, Employee Benefits, Whole Life, Retirement Planning, Liability, Legal Liability, Reinsurance, Life Insurance, Retirement, Health Insurance, Team Building, 401k, Mutual Funds, Cross-functional Team..., Sales, Employment Practices..., Commercial Insurance, Risk Management, Insurance Brokerage, Commercial Lines, Casualty, Customer Service, D&O, Workers Compensation, General Insurance, Brokers, Property & Casualty..., Claim, Umbrella Insurance, Directors & Officers..., Excess, Long Term Care Insurance, Liability Analysis, Universal Life
Education
University of Phoenix 2003 — 2006
Business Management and Marketing
James Logan Highschool 1986 — 1989
High School Diploma
CAMICO Mutual Insurance Company December 2012 - September 2015
New England Financial April 2012 - December 2012
New York Life Insurance Company March 2011 - January 2012
City of Union City 2011 - 2012
CAMICO Mutual Insurance Company June 2003 - March 2011
ProSurance Group November 2000 - June 2003
Skills
Insurance, Fixed Annuities, Underwriting, Disability Insurance, Professional Liability, Term Life Insurance, Long-term Care, Employee Benefits, Whole Life, Retirement Planning, Liability, Legal Liability, Reinsurance, Life Insurance, Retirement, Health Insurance, Team Building, 401k, Mutual Funds, Cross-functional Team..., Sales, Employment Practices..., Commercial Insurance, Risk Management, Insurance Brokerage, Commercial Lines, Casualty, Customer Service, D&O, Workers Compensation, General Insurance, Brokers, Property & Casualty..., Claim, Umbrella Insurance, Directors & Officers..., Excess, Long Term Care Insurance, Liability Analysis, Universal Life
Education
University of Phoenix 2003 — 2006
Business Management and Marketing
James Logan Highschool 1986 — 1989
High School Diploma
Brittany Tisdell's New York Life Insurance Company Experience August 2011 - November 2012
Job Insurance Agent
Industry Marketing and Advertising
Experience
New York Life Insurance Company August 2011 - November 2012
UBS May 2010 - September 2010
Terry Hines & Associates 2008 - 2008
Skills
Microsoft Office, Social Networking, Public Relations, Marketing, Microsoft Excel, Customer Service, Social Media, Social Media Marketing, Spanish, Advertising
Education
University of San Francisco 2006 — 2010
Bachelor of Arts (BA), Communications, Public Relations
Nolan Catholic High School
New York Life Insurance Company August 2011 - November 2012
UBS May 2010 - September 2010
Terry Hines & Associates 2008 - 2008
Skills
Microsoft Office, Social Networking, Public Relations, Marketing, Microsoft Excel, Customer Service, Social Media, Social Media Marketing, Spanish, Advertising
Education
University of San Francisco 2006 — 2010
Bachelor of Arts (BA), Communications, Public Relations
Nolan Catholic High School
Charles Bird's New York Life Insurance Company Experience May 2011 - February 2012
Job Sr. Accountant at W. P. Carey & Co. LLC
Industry Management Consulting
Experience
W. P. Carey & Co. LLC February 2012 - Present
New York Life Insurance Company May 2011 - February 2012
Deloitte August 2009 - May 2011
Deloitte April 2008 - August 2009
Deloitte June 2007 - April 2008
Skills
Accounting, SEC reporting, Financial Reporting, Securitization, Asset Management
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Accounting
The Hotchkiss School 1999 — 2002
W. P. Carey & Co. LLC February 2012 - Present
New York Life Insurance Company May 2011 - February 2012
Deloitte August 2009 - May 2011
Deloitte April 2008 - August 2009
Deloitte June 2007 - April 2008
Skills
Accounting, SEC reporting, Financial Reporting, Securitization, Asset Management
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Accounting
The Hotchkiss School 1999 — 2002
Linda Kemp, CLTC Linda Kemp, CLTC's New York Life Insurance Company Experience August 2009 - February 2012
Job Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
State Farm 2012 - 2013
State Farm Insurance March 2012 - December 2012
New York Life Insurance Company August 2009 - February 2012
Skills
Customer Service, Sales, Leadership, Team Building, Strategic Planning, Public Speaking, Insurance, Small Business, Retirement Planning, Financial Services
Education
University of Rhode Island 1978 — 1982
BS
School name:
Wells Fargo August 2013 - Present
State Farm 2012 - 2013
State Farm Insurance March 2012 - December 2012
New York Life Insurance Company August 2009 - February 2012
Skills
Customer Service, Sales, Leadership, Team Building, Strategic Planning, Public Speaking, Insurance, Small Business, Retirement Planning, Financial Services
Education
University of Rhode Island 1978 — 1982
BS
School name:
Jeff Mittelberg Jeff Mittelberg's New York Life Insurance Company Experience November 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC September 2011 - November 2012
New York Life Insurance Company August 2009 - November 2012
Roslyn Delicatessan and Caterers June 2003 - March 2009
Skills
Insurance, Life Insurance, Sales Management, Job Coaching, Employee Training, Coaching, Management, Retirement Planning, Retirement Savings, New Business Development, Sales Process, Sales Presentations, Leadership, Strategic Planning, 401k Rollovers, Communication, Instructor-led Training, Financial Services, Sales Rep Training, Performance Consulting, Time Management, Marketing Strategy, Marketing, Small Business, Gifting Strategies, Key Person Protection, Legacies, Wealth Preservation..., Multi-generational..., Protection...
Education
University of Rhode Island 1996 — 2000
BA, Business Management
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC September 2011 - November 2012
New York Life Insurance Company August 2009 - November 2012
Roslyn Delicatessan and Caterers June 2003 - March 2009
Skills
Insurance, Life Insurance, Sales Management, Job Coaching, Employee Training, Coaching, Management, Retirement Planning, Retirement Savings, New Business Development, Sales Process, Sales Presentations, Leadership, Strategic Planning, 401k Rollovers, Communication, Instructor-led Training, Financial Services, Sales Rep Training, Performance Consulting, Time Management, Marketing Strategy, Marketing, Small Business, Gifting Strategies, Key Person Protection, Legacies, Wealth Preservation..., Multi-generational..., Protection...
Education
University of Rhode Island 1996 — 2000
BA, Business Management
Derrick L. Deal, MBA Derrick L. Deal, MBA's New York Life Insurance Company Experience April 2013 - June 2015
Job Corporate Training, Curriculum Development and Implementation, and Quality Improvement Specialist
Industry Financial Services
Experience
Pearson April 2015 - Present
NYLIFE Securities LLC April 2013 - June 2015
New York Life Insurance Company April 2013 - June 2015
AIG October 2000 - April 2013
Refreshing Word Fellowship June 2005 - April 2010
Skills
Insurance, Retirement Planning, Investments, Estate Planning, 401k Rollovers, Small Business, Mutual Funds, Retirement, Asset Protection, Succession Planning, Life Insurance, Training, Finance, Licensed Life Insurance..., Process Improvement, Annuity Sales, Key Person Protection, Protection..., Analysis, Employee Benefits, Financial Services, Leadership, Securities, Team Building, Multi-generational..., Banking, Call Centers, Coaching, Benefits Administration, 401k, Conflict Resolution, Fixed Annuities, Leadership Development, Organizational..., Program Management, Risk Management, Series 7, Series 63, Strategic Financial..., Software Documentation, Financial Planning, Legacies, Multi-generational..., Six Sigma, Curriculum Development, Curriculum Design, Curriculum Mapping, Curriculum Assessment, Program Implementation
Education
University of Phoenix 2007 — 2012
MBA, Business Administration and Management, General
Villanova University 2010 — 2011
Lean Six Sigma Black Belt
Pearson April 2015 - Present
NYLIFE Securities LLC April 2013 - June 2015
New York Life Insurance Company April 2013 - June 2015
AIG October 2000 - April 2013
Refreshing Word Fellowship June 2005 - April 2010
Skills
Insurance, Retirement Planning, Investments, Estate Planning, 401k Rollovers, Small Business, Mutual Funds, Retirement, Asset Protection, Succession Planning, Life Insurance, Training, Finance, Licensed Life Insurance..., Process Improvement, Annuity Sales, Key Person Protection, Protection..., Analysis, Employee Benefits, Financial Services, Leadership, Securities, Team Building, Multi-generational..., Banking, Call Centers, Coaching, Benefits Administration, 401k, Conflict Resolution, Fixed Annuities, Leadership Development, Organizational..., Program Management, Risk Management, Series 7, Series 63, Strategic Financial..., Software Documentation, Financial Planning, Legacies, Multi-generational..., Six Sigma, Curriculum Development, Curriculum Design, Curriculum Mapping, Curriculum Assessment, Program Implementation
Education
University of Phoenix 2007 — 2012
MBA, Business Administration and Management, General
Villanova University 2010 — 2011
Lean Six Sigma Black Belt
Lianne Bird Lianne Bird's New York Life Insurance Company Experience July 2013 - Present
Job Recruiting Coordinator at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
Independent Contractor 2010 - Present
Aflac 2010 - 2012
Episode Accessories 2010 - 2011
EFT Network, Inc. 2008 - 2009
Skills
Event Based Marketing, Client Development, Recruiting, Cold Calling
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
New York Life Insurance Company July 2013 - Present
Independent Contractor 2010 - Present
Aflac 2010 - 2012
Episode Accessories 2010 - 2011
EFT Network, Inc. 2008 - 2009
Skills
Event Based Marketing, Client Development, Recruiting, Cold Calling
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Chauntel Simmons Chauntel Simmons's New York Life Insurance Company Experience August 2006 - May 2007
Job Author/Self Published
Industry Writing and Editing
Experience
Self Published March 2012 - Present
Now Word Covenant Church November 2009 - October 2010
Chase September 2007 - February 2009
New York Life Insurance Company August 2006 - May 2007
United States Air Force September 1996 - May 2004
Skills
Microsoft Word, Microsoft Office, Operating Systems, Public Speaking, Account Reconciliation
Education
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Psychology
Self Published March 2012 - Present
Now Word Covenant Church November 2009 - October 2010
Chase September 2007 - February 2009
New York Life Insurance Company August 2006 - May 2007
United States Air Force September 1996 - May 2004
Skills
Microsoft Word, Microsoft Office, Operating Systems, Public Speaking, Account Reconciliation
Education
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Psychology
Christopher Sorenson Christopher Sorenson's New York Life Insurance Company Experience August 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
Sorenson Lumber Inc. 2004 - 2012
Skills
Retirement Planning, Life Insurance, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Estate Planning, Investments, Strategic Financial..., Long Term Care Insurance, Variable Annuities, College Funding..., Gifting Strategies, Qualified Retirement..., IRAs, Individual Pension Plans, 401k Rollovers, Mutual Funds, Charitable Gift Planning, Roth IRA, Asset Management, Financial Services, Buy-sell Agreements, Key Person Insurance
Education
University of Rochester 2003 — 2004
Master of Arts (M.A.), English Language and Literature, General
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Long Island Lutheran High School
New York Life Insurance Company August 2012 - Present
Sorenson Lumber Inc. 2004 - 2012
Skills
Retirement Planning, Life Insurance, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Estate Planning, Investments, Strategic Financial..., Long Term Care Insurance, Variable Annuities, College Funding..., Gifting Strategies, Qualified Retirement..., IRAs, Individual Pension Plans, 401k Rollovers, Mutual Funds, Charitable Gift Planning, Roth IRA, Asset Management, Financial Services, Buy-sell Agreements, Key Person Insurance
Education
University of Rochester 2003 — 2004
Master of Arts (M.A.), English Language and Literature, General
Washington and Lee University 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Long Island Lutheran High School
Susan White's New York Life Insurance Company Experience January 2014 - August 2014
Job Marketing and sales professional
Industry Consumer Goods
Experience
Machado Consulting April 2015 - Present
New York Life Insurance Company January 2014 - August 2014
ReadySetSew Inc. September 2009 - February 2012
Wrights / Simplicity Creative Group 1995 - 2008
Fabric Place 2003 - 2005
Wrights/Simplicity Creative Group April 2001 - February 2003
Wrights/Simplicity Creative Group October 1999 - April 2001
Wrights/Simplicity Creative Group April 1997 - October 1999
Wrights/Simplicity Creative Group October 1995 - April 1997
Fabric Place October 1988 - September 1995
Skills
Product Development, Product Launch, Retail, Leadership, Packaging, Product Marketing, Strategic Planning, Marketing, Merchandising, Customer Service, Project Planning, Marketing Strategy, Sewing, Forecasting, Trend Analysis, Consumer Products, Textiles, Brand Management, Product Management, Start-ups, Email Marketing, Management, Sales
Education
University of Rhode Island 1989 — 1992
BA, English
West Warwick HS
Machado Consulting April 2015 - Present
New York Life Insurance Company January 2014 - August 2014
ReadySetSew Inc. September 2009 - February 2012
Wrights / Simplicity Creative Group 1995 - 2008
Fabric Place 2003 - 2005
Wrights/Simplicity Creative Group April 2001 - February 2003
Wrights/Simplicity Creative Group October 1999 - April 2001
Wrights/Simplicity Creative Group April 1997 - October 1999
Wrights/Simplicity Creative Group October 1995 - April 1997
Fabric Place October 1988 - September 1995
Skills
Product Development, Product Launch, Retail, Leadership, Packaging, Product Marketing, Strategic Planning, Marketing, Merchandising, Customer Service, Project Planning, Marketing Strategy, Sewing, Forecasting, Trend Analysis, Consumer Products, Textiles, Brand Management, Product Management, Start-ups, Email Marketing, Management, Sales
Education
University of Rhode Island 1989 — 1992
BA, English
West Warwick HS
Joseph Chavarria Joseph Chavarria's New York Life Insurance Company Experience July 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company July 2015 - Present
Bechtel Corporation December 2011 - January 2013
Skills
Insurance, Marketing, Public Speaking, Coaching, Small Business, Management
Education
University of Phoenix 2009 — 2014
Bachelor’s Degree, Business/Commerce, General
Perris Valley High School 1974 — 1978
General Education
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company July 2015 - Present
Bechtel Corporation December 2011 - January 2013
Skills
Insurance, Marketing, Public Speaking, Coaching, Small Business, Management
Education
University of Phoenix 2009 — 2014
Bachelor’s Degree, Business/Commerce, General
Perris Valley High School 1974 — 1978
General Education
Leizl Lacida's New York Life Insurance Company Experience 2015 - Present
Job Licensed New York Life Agent for NY/NJ/CT
Industry Insurance
Experience
New York Life Insurance Company 2015 - Present
Hudson Spine and Pain Management June 2013 - March 2015
Self-employed 2004 - 2012
Skills
Financial Reporting, General Ledger, Account Reconciliation, Auditing, Financial Statements, Analysis, Financial Analysis, Risk Management, Financial Modeling, Forecasting, Microsoft Office, Banking, Financial Services
Education
University of San Carlos 1993 — 1996
Bachelor of Science in Accountancy, Bachelor of Science in Accountancy
New York Life Insurance Company 2015 - Present
Hudson Spine and Pain Management June 2013 - March 2015
Self-employed 2004 - 2012
Skills
Financial Reporting, General Ledger, Account Reconciliation, Auditing, Financial Statements, Analysis, Financial Analysis, Risk Management, Financial Modeling, Forecasting, Microsoft Office, Banking, Financial Services
Education
University of San Carlos 1993 — 1996
Bachelor of Science in Accountancy, Bachelor of Science in Accountancy
Ishkhan Boghossian Ishkhan Boghossian's New York Life Insurance Company Experience September 2015 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company December 2011 - Present
Mission Wine & Spirits April 2010 - January 2012
Armenian National Committee of America September 2008 - June 2010
Public Storage Inc March 2006 - September 2008
Skills
Time Management, Thought Leadership, 401k Rollovers, Asset Protection, Insurance, Succession Planning, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Retirement Planning, Small Business, Wealth Preservation...
Education
University of Phoenix 2011 — 2012
Master of Business Administration, Business
California State University 2008 — 2010
Bachelor of Art, History
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company December 2011 - Present
Mission Wine & Spirits April 2010 - January 2012
Armenian National Committee of America September 2008 - June 2010
Public Storage Inc March 2006 - September 2008
Skills
Time Management, Thought Leadership, 401k Rollovers, Asset Protection, Insurance, Succession Planning, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Retirement Planning, Small Business, Wealth Preservation...
Education
University of Phoenix 2011 — 2012
Master of Business Administration, Business
California State University 2008 — 2010
Bachelor of Art, History
Cynthia Szabo's New York Life Insurance Company Experience August 2005 - Present
Job Senior Associate at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2005 - Present
Third Federal May 2001 - July 2005
Skills
Microsoft Office, Customer Self Service, Organizational..., BMC Remedy, Time Management, Team Leadership, Customer Service, Social Media, SharePoint, Remote User Support, Life Insurance, Branch Banking, Insurance, Business Analysis, Team Building, Banking, Strategic Planning, Risk Management, Process Improvement
Education
University of Phoenix
Business Administration and Management, General
New York Life Insurance Company August 2005 - Present
Third Federal May 2001 - July 2005
Skills
Microsoft Office, Customer Self Service, Organizational..., BMC Remedy, Time Management, Team Leadership, Customer Service, Social Media, SharePoint, Remote User Support, Life Insurance, Branch Banking, Insurance, Business Analysis, Team Building, Banking, Strategic Planning, Risk Management, Process Improvement
Education
University of Phoenix
Business Administration and Management, General
Doug Raible Doug Raible's New York Life Insurance Company Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Raible Realty Investments, LLC January 2013 - Present
Mr Marketman Consulting January 2014 - March 2015
Pittsburgh Property Advisors, LLC March 2013 - February 2014
Westmoreland Community Federal Credit Union July 2012 - September 2013
Skills
Real Estate, Investment Properties, Investors, Buyers, Negotiation, Real Estate Investor, Real Estate Economics, Sales, Sellers, Marketing, Real Estate Development, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Real Property, Property, Apartments, Rentals, Foreclosures, Accounting, Marketing Strategy, REO, Brokerage, Single Family Homes, Real Estate Private..., Acquisitions, Microsoft Word, Income Properties, Financial Accounting, Marketing Communications, Sales Presentations, Microsoft Excel, Management Accounting, Stocks, Communication, Direct Mail Campaigns, Direct Marketing, Multi Family Properties, Banking, Facilitators, Wholesale Real Estate, Hotels, Property Management
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Accounting and Business/Management
Norwin 2007 — 2011
High School Diploma
New York Life Insurance Company May 2015 - Present
Raible Realty Investments, LLC January 2013 - Present
Mr Marketman Consulting January 2014 - March 2015
Pittsburgh Property Advisors, LLC March 2013 - February 2014
Westmoreland Community Federal Credit Union July 2012 - September 2013
Skills
Real Estate, Investment Properties, Investors, Buyers, Negotiation, Real Estate Investor, Real Estate Economics, Sales, Sellers, Marketing, Real Estate Development, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Real Property, Property, Apartments, Rentals, Foreclosures, Accounting, Marketing Strategy, REO, Brokerage, Single Family Homes, Real Estate Private..., Acquisitions, Microsoft Word, Income Properties, Financial Accounting, Marketing Communications, Sales Presentations, Microsoft Excel, Management Accounting, Stocks, Communication, Direct Mail Campaigns, Direct Marketing, Multi Family Properties, Banking, Facilitators, Wholesale Real Estate, Hotels, Property Management
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Accounting and Business/Management
Norwin 2007 — 2011
High School Diploma
Lauren Tait's New York Life Insurance Company Experience December 2013 - September 2014
Job Events and Communications Specialist at Thundermist Health Center
Industry Writing and Editing
Experience
Thundermist Health Center March 2015 - Present
Laura M. Krohn, Elder Law October 2014 - March 2015
New York Life Insurance Company December 2013 - September 2014
The Narragansett Times/The Standard Times July 2013 - December 2013
Rite Aid Pharmacy June 2012 - December 2013
The Beauty Within Model Agency June 2013 - November 2013
CompuClaim August 2013 - October 2013
Providence Media January 2013 - June 2013
Skills
Social Networking, Time Management, Customer Satisfaction, Marketing, Social Media, Writing, Sales, Insurance, Microsoft Excel, Photography, Microsoft Office, Web Design, Editing, Public Speaking, Event Planning, Social Media Marketing
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Journalism
North Kingstown High School 2005 — 2009
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Thundermist Health Center March 2015 - Present
Laura M. Krohn, Elder Law October 2014 - March 2015
New York Life Insurance Company December 2013 - September 2014
The Narragansett Times/The Standard Times July 2013 - December 2013
Rite Aid Pharmacy June 2012 - December 2013
The Beauty Within Model Agency June 2013 - November 2013
CompuClaim August 2013 - October 2013
Providence Media January 2013 - June 2013
Skills
Social Networking, Time Management, Customer Satisfaction, Marketing, Social Media, Writing, Sales, Insurance, Microsoft Excel, Photography, Microsoft Office, Web Design, Editing, Public Speaking, Event Planning, Social Media Marketing
Education
University of Rhode Island 2009 — 2013
Bachelor of Arts (B.A.), Journalism
North Kingstown High School 2005 — 2009
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Vincent Pacella Vincent Pacella's New York Life Insurance Company Experience November 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company November 2014 - Present
Skills
Life Insurance
Education
University of Pittsburgh 1996 — 2000
Business Finance, Finance/Communication
Baldwin High School 1991 — 1995
New York Life Insurance Company November 2014 - Present
Skills
Life Insurance
Education
University of Pittsburgh 1996 — 2000
Business Finance, Finance/Communication
Baldwin High School 1991 — 1995
Richmond Sam's New York Life Insurance Company Experience June 2015 - September 2015
Job Intern at New York Life Insurance Company
Industry Higher Education
Experience
Howley Bread Group July 2014 - Present
University of Rhode Island January 2013 - Present
New York Life Insurance Company June 2015 - September 2015
Now Courier June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Event Planning, Receptionist Duties, Accounting, Access, Customer Service
Education
University of Rhode Island 2011 — 2016
Accounting
East Providence High School 2007 — 2011
High School
University of Rhode Island - College of Business Administration
Business Administration, Accounting
Howley Bread Group July 2014 - Present
University of Rhode Island January 2013 - Present
New York Life Insurance Company June 2015 - September 2015
Now Courier June 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Event Planning, Receptionist Duties, Accounting, Access, Customer Service
Education
University of Rhode Island 2011 — 2016
Accounting
East Providence High School 2007 — 2011
High School
University of Rhode Island - College of Business Administration
Business Administration, Accounting
Jeanne Mitchell Jeanne Mitchell's New York Life Insurance Company Experience April 1978 - Present
Job Manager at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 1978 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Public Speaking, Editing, Teamwork, Retirement, Time Management
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Business Administration and Management, General, 4.8
University of Phoenix Dallas 2010 — 2013
Bachelor of Science - Business Management
New York Life Insurance Company April 1978 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Public Speaking, Editing, Teamwork, Retirement, Time Management
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Business Administration and Management, General, 4.8
University of Phoenix Dallas 2010 — 2013
Bachelor of Science - Business Management
Deb Arpert Clay Deb Arpert Clay's New York Life Insurance Company Experience May 2015 - Present
Job Vice President, Office of the CIO at New York Life Insurance Company
Industry Oil & Energy
Experience
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company May 2014 - May 2015
Hess Corporation March 2012 - April 2014
Hess Corporation October 2010 - March 2012
PeletonSystems June 2008 - October 2010
Bluefly April 2007 - March 2008
Amazon Services, a subsidiary of Amazon.com March 2006 - April 2007
Waterworks, Inc. February 2004 - March 2006
Growing Family, Inc. February 1999 - February 2004
Toys R Us 1993 - 1999
Skills
Process Improvement, Project Management, Cross-functional Team..., E-commerce, Program Management, Software Project..., PMO Design, Leadership, CRM, Strategy, Outsourcing, Enterprise Software, Business Development
Education
University of Rhode Island 1979 — 1983
Bachelor of Arts (B.A.)
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company May 2014 - May 2015
Hess Corporation March 2012 - April 2014
Hess Corporation October 2010 - March 2012
PeletonSystems June 2008 - October 2010
Bluefly April 2007 - March 2008
Amazon Services, a subsidiary of Amazon.com March 2006 - April 2007
Waterworks, Inc. February 2004 - March 2006
Growing Family, Inc. February 1999 - February 2004
Toys R Us 1993 - 1999
Skills
Process Improvement, Project Management, Cross-functional Team..., E-commerce, Program Management, Software Project..., PMO Design, Leadership, CRM, Strategy, Outsourcing, Enterprise Software, Business Development
Education
University of Rhode Island 1979 — 1983
Bachelor of Arts (B.A.)
Jeffrey L. Johnson CLU Jeffrey L. Johnson CLU's New York Life Insurance Company Experience February 1976 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC May 1980 - Present
New York Life Insurance Company February 1976 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Investments, IRA Rollovers, Licensed in Long Term...
Education
University of Pittsburgh 1968 — 1972
Bachelor's Degree, Economics
The American College
CLU
NYLIFE Securities LLC May 1980 - Present
New York Life Insurance Company February 1976 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Investments, IRA Rollovers, Licensed in Long Term...
Education
University of Pittsburgh 1968 — 1972
Bachelor's Degree, Economics
The American College
CLU
Scott O'Connor Scott O'Connor's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional with NYLIFE Securities, LLC
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities, LLC July 2014 - Present
O'Connor Media July 2011 - December 2013
Meredith November 2008 - November 2009
Fine Homebuilding Magazine July 2008 - October 2008
Travel + Leisure December 2006 - September 2007
Good Housekeeping 2003 - 2006
G&J USA Publication March 2001 - February 2002
Meredith July 2000 - March 2001
Gotham Incorporated November 1999 - July 2000
Skills
Life Insurance, Retirement Planning, Gifting Strategies, Licensed Life & Health..., Wealth Preservation..., Protection..., Annuity Sales, Business Development, Management, Social Media Marketing, Licensed in Long-Term..., Life Insurance..., Brand Development, Sales, Digital Marketing, Social Media, Marketing, Online Marketing, Financial Services, Email Marketing, Mobile Marketing, Leadership, Public Relations
Education
University of Richmond 1993 — 1997
E. Claiborne Robins School of Business B.S, Business Administration; Marketing
New York Life Insurance Company December 2013 - Present
NYLIFE Securities, LLC July 2014 - Present
O'Connor Media July 2011 - December 2013
Meredith November 2008 - November 2009
Fine Homebuilding Magazine July 2008 - October 2008
Travel + Leisure December 2006 - September 2007
Good Housekeeping 2003 - 2006
G&J USA Publication March 2001 - February 2002
Meredith July 2000 - March 2001
Gotham Incorporated November 1999 - July 2000
Skills
Life Insurance, Retirement Planning, Gifting Strategies, Licensed Life & Health..., Wealth Preservation..., Protection..., Annuity Sales, Business Development, Management, Social Media Marketing, Licensed in Long-Term..., Life Insurance..., Brand Development, Sales, Digital Marketing, Social Media, Marketing, Online Marketing, Financial Services, Email Marketing, Mobile Marketing, Leadership, Public Relations
Education
University of Richmond 1993 — 1997
E. Claiborne Robins School of Business B.S, Business Administration; Marketing
Joe Ponchione Joe Ponchione's New York Life Insurance Company Experience March 2003 - Present
Job Principal at Ponchione Financial Group
Industry Financial Services
Experience
New York Life Insurance Company March 2003 - Present
NYLIFE Securities LLC March 2003 - Present
Ponchione Financial Group March 2003 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
University of Pittsburgh-Johnstown 1982 — 1986
Bachelor of Arts (BA), Finance
New York Life Insurance Company March 2003 - Present
NYLIFE Securities LLC March 2003 - Present
Ponchione Financial Group March 2003 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
University of Pittsburgh-Johnstown 1982 — 1986
Bachelor of Arts (BA), Finance
Riten Patel Riten Patel's New York Life Insurance Company Experience May 2014 - Present
Job Financial Professional with New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
Indian Air Force January 2000 - July 2009
Skills
Life Insurance..., Business Insurance..., Fixed Annuities, Retirement Income..., Relationship Management, Leadership, Sales Management, Project Management, Education Funding, Income Protection, Protection Planning, Gifting Strategies
Education
William E. Simon School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
New York Life Insurance Company May 2014 - Present
Indian Air Force January 2000 - July 2009
Skills
Life Insurance..., Business Insurance..., Fixed Annuities, Retirement Income..., Relationship Management, Leadership, Sales Management, Project Management, Education Funding, Income Protection, Protection Planning, Gifting Strategies
Education
William E. Simon School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Erik Snyder Erik Snyder's New York Life Insurance Company Experience May 2013 - August 2013
Job Relationship Manager at Talener
Industry Staffing and Recruiting
Experience
Talener June 2015 - Present
BdubD Enterprises October 2012 - May 2015
Salvatore Ferragamo May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Sunglass Hut May 2012 - May 2013
Skills
Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Customer Service, Event Planning, Research, Teamwork, Human Resources, Compensation & Benefits, Talent Acquisition, Succession Planning, Organizational..., Marketing, Cold Calling, Sales, Management, Recruiting, Technical Recruiting, Social Networking, Sourcing, Time Management, Networking, Temporary Placement, Team Leadership, Business Development, Hiring, Communication, Strategy, Interviews
Education
University of Rochester 2011 — 2015
Bachelor's Degree, Psychology
Hun School of Princeton
High School
Talener June 2015 - Present
BdubD Enterprises October 2012 - May 2015
Salvatore Ferragamo May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
Sunglass Hut May 2012 - May 2013
Skills
Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media, Customer Service, Event Planning, Research, Teamwork, Human Resources, Compensation & Benefits, Talent Acquisition, Succession Planning, Organizational..., Marketing, Cold Calling, Sales, Management, Recruiting, Technical Recruiting, Social Networking, Sourcing, Time Management, Networking, Temporary Placement, Team Leadership, Business Development, Hiring, Communication, Strategy, Interviews
Education
University of Rochester 2011 — 2015
Bachelor's Degree, Psychology
Hun School of Princeton
High School
Sherry Tsang's New York Life Insurance Company Experience December 2014 - Present
Job Giving Opportunities to Those Who Want to Build a Financial Services Business, Backed by a Fortune 100
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC September 2005 - December 2014
New York Life Insurance Company September 2005 - December 2014
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Legacies, Protection..., Fixed Annuities, Investments, Finance, Disability Insurance, Life Insurance, Financial Services
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.)
Stuyvesant High School 1997 — 2001
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC September 2005 - December 2014
New York Life Insurance Company September 2005 - December 2014
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Legacies, Protection..., Fixed Annuities, Investments, Finance, Disability Insurance, Life Insurance, Financial Services
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.)
Stuyvesant High School 1997 — 2001
Alex Payne NMLS# 181160's New York Life Insurance Company Experience October 2009 - September 2010
Job Branch Manager, AVP
Industry Financial Services
Experience
Citizens Bank May 2014 - Present
Wells Fargo Home Mortgage August 2012 - May 2014
Citizens Bank March 2010 - August 2012
New York Life Insurance Company October 2009 - September 2010
HSBC April 1996 - April 2009
Skills
Mortgage Lending, Consumer Lending, Leadership, Loans, Retail Banking, Commercial Banking, Banking, Underwriting, Credit, Small Business Lending, Cross Selling, Sales Management, Branch Management, First Time Home Buyers, Refinance, Business Planning, Insurance
Education
University of Phoenix 2006 — 2010
MBA, Business Administration
Lehman College 1992 — 1999
BA, English
Citizens Bank May 2014 - Present
Wells Fargo Home Mortgage August 2012 - May 2014
Citizens Bank March 2010 - August 2012
New York Life Insurance Company October 2009 - September 2010
HSBC April 1996 - April 2009
Skills
Mortgage Lending, Consumer Lending, Leadership, Loans, Retail Banking, Commercial Banking, Banking, Underwriting, Credit, Small Business Lending, Cross Selling, Sales Management, Branch Management, First Time Home Buyers, Refinance, Business Planning, Insurance
Education
University of Phoenix 2006 — 2010
MBA, Business Administration
Lehman College 1992 — 1999
BA, English
Zachary Neev Zachary Neev's New York Life Insurance Company Experience June 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2015 - Present
University of San Francisco August 2011 - Present
Broquet.com August 2014 - December 2014
Makman & Matz LLP September 2012 - January 2013
Velvet Yogurt May 2010 - December 2010
Albertsons May 2009 - September 2009
Skills
Creative Direction, Graphic Design, Photoshop, Microsoft Office, Advertising Sales, Brand Awareness, Pages, Organizational Behavior, Social Skills, Hebrew, Microsoft Excel, Teamwork, Social Media, Leadership
Education
University of San Francisco 2011 — 2015
B.S., Business Administration, International Business
Laguna Beach High School 2008 — 2011
High School Diploma
New York Life Insurance Company June 2015 - Present
University of San Francisco August 2011 - Present
Broquet.com August 2014 - December 2014
Makman & Matz LLP September 2012 - January 2013
Velvet Yogurt May 2010 - December 2010
Albertsons May 2009 - September 2009
Skills
Creative Direction, Graphic Design, Photoshop, Microsoft Office, Advertising Sales, Brand Awareness, Pages, Organizational Behavior, Social Skills, Hebrew, Microsoft Excel, Teamwork, Social Media, Leadership
Education
University of San Francisco 2011 — 2015
B.S., Business Administration, International Business
Laguna Beach High School 2008 — 2011
High School Diploma
Patrice Lala Patrice Lala's New York Life Insurance Company Experience 1989 - 1991
Job Account Manager Employee Benefits at SKCG
Industry Financial Services
Experience
SKCG May 2012 - Present
Equus Financial Consulting January 2012 - May 2012
Caldwell Life Strategies Corporation April 2010 - January 2012
Asset MarketPlace, LLC August 2009 - April 2011
LifeOptions, LLC June 2005 - December 2009
Citigroup Private Bank June 2002 - June 2005
Thomson Financial 1999 - 2001
Fidelity Investments Life Insurance Co. 1991 - 1999
New York Life Insurance Company 1989 - 1991
Skills
Long Term Care, Annuities, Account Management, Negotiation, Problem Solving, Life Insurance, Fixed Annuities, Life Settlements, Long-term Care, Employee Benefits, Superior Client Service, client service associate, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Long-Term Disability, Flexible Spending..., Investments, Retirement Planning, Alternative Investments, Financial Services, Investment Strategies, Term Life Insurance, Hedge Funds, Retirement, Long Term Care Insurance, Underwriting, Brokers, Financial Risk, 401k, Capital Markets, Wealth Management, Financial Advisory
Education
University of Rochester 1985 — 1989
B.A., Economics
University of Rochester
Bachelor of Arts (B.A.), Economics
SKCG May 2012 - Present
Equus Financial Consulting January 2012 - May 2012
Caldwell Life Strategies Corporation April 2010 - January 2012
Asset MarketPlace, LLC August 2009 - April 2011
LifeOptions, LLC June 2005 - December 2009
Citigroup Private Bank June 2002 - June 2005
Thomson Financial 1999 - 2001
Fidelity Investments Life Insurance Co. 1991 - 1999
New York Life Insurance Company 1989 - 1991
Skills
Long Term Care, Annuities, Account Management, Negotiation, Problem Solving, Life Insurance, Fixed Annuities, Life Settlements, Long-term Care, Employee Benefits, Superior Client Service, client service associate, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Long-Term Disability, Flexible Spending..., Investments, Retirement Planning, Alternative Investments, Financial Services, Investment Strategies, Term Life Insurance, Hedge Funds, Retirement, Long Term Care Insurance, Underwriting, Brokers, Financial Risk, 401k, Capital Markets, Wealth Management, Financial Advisory
Education
University of Rochester 1985 — 1989
B.A., Economics
University of Rochester
Bachelor of Arts (B.A.), Economics
Charlie Santiago CLF's New York Life Insurance Company Experience April 2015 - Present
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
NEW YORK LIFE June 2008 - Present
New York Life April 2006 - June 2008
Latin Productions inc. September 2004 - February 2006
Alexander Ford Mercury August 2002 - September 2004
Skills
Leadership, Recruiting, Retirement Planning, Retirement, Business Planning, Fixed Annuities, Estate Planning, Training, 401k, Life Insurance, Selling, Time Management, College Recruiting, Interviews, Hands On Leader, Thought Leadership, Communication, Financial Recruiting, Interviewing, Multi-tasking Skills, Sales Management, Sales, Public Speaking, Disability Insurance, Financial Planning
Education
University of Phoenix 2005 — 2006
New York Life Insurance Company April 2015 - Present
NEW YORK LIFE June 2008 - Present
New York Life April 2006 - June 2008
Latin Productions inc. September 2004 - February 2006
Alexander Ford Mercury August 2002 - September 2004
Skills
Leadership, Recruiting, Retirement Planning, Retirement, Business Planning, Fixed Annuities, Estate Planning, Training, 401k, Life Insurance, Selling, Time Management, College Recruiting, Interviews, Hands On Leader, Thought Leadership, Communication, Financial Recruiting, Interviewing, Multi-tasking Skills, Sales Management, Sales, Public Speaking, Disability Insurance, Financial Planning
Education
University of Phoenix 2005 — 2006
Dan Sanderson Dan Sanderson's New York Life Insurance Company Experience December 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC August 2014 - Present
Portsmouth High School June 2014 - Present
New York Life Insurance Company December 2013 - Present
INNOVEX Co May 2011 - October 2013
BroadbandQWireless March 2010 - September 2011
Iron Mountain 2007 - July 2010
IKON 2000 - 2007
Skills
Direct Sales, Sales, Sales Process, Solution Selling, Account Management, Sales Management, B2B, Lead Generation, Sales Operations, Sales Presentations, Customer Retention, Leadership, SaaS, New Business Development, Sales Process..., Customer Satisfaction, CRM, Professional Services, Managed Services, Enterprise Software, Business Development, Strategic Partnerships, Contract Negotiation, Channel Partners, 401k Rollovers, Annuity Sales, Asset Protection, Business insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Financial Services, IRA Rollovers, Permanent Life Insurance, Retirement Planning, Wealth Preservation..., Insurance, Cold Calling, Salesforce.com, Team Building, Customer Service, Marketing, Marketing Strategy, Management, Strategic Planning, Negotiation
Education
University of Rhode Island 1990 — 1993
Bachelor's degree, Political Science and Government
Portsmouth High School Football
NYLIFE Securities LLC August 2014 - Present
Portsmouth High School June 2014 - Present
New York Life Insurance Company December 2013 - Present
INNOVEX Co May 2011 - October 2013
BroadbandQWireless March 2010 - September 2011
Iron Mountain 2007 - July 2010
IKON 2000 - 2007
Skills
Direct Sales, Sales, Sales Process, Solution Selling, Account Management, Sales Management, B2B, Lead Generation, Sales Operations, Sales Presentations, Customer Retention, Leadership, SaaS, New Business Development, Sales Process..., Customer Satisfaction, CRM, Professional Services, Managed Services, Enterprise Software, Business Development, Strategic Partnerships, Contract Negotiation, Channel Partners, 401k Rollovers, Annuity Sales, Asset Protection, Business insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Financial Services, IRA Rollovers, Permanent Life Insurance, Retirement Planning, Wealth Preservation..., Insurance, Cold Calling, Salesforce.com, Team Building, Customer Service, Marketing, Marketing Strategy, Management, Strategic Planning, Negotiation
Education
University of Rhode Island 1990 — 1993
Bachelor's degree, Political Science and Government
Portsmouth High School Football
Josephine Pasamonte Henry Josephine Pasamonte Henry's New York Life Insurance Company Experience January 2002 - June 2003
Job Sr. Project Manager, Advanced Case Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Scott Frisby Scott Frisby's New York Life Insurance Company Experience September 2010 - September 2011
Job Appraiser Trainee at Mercury Appraisal Group
Industry Real Estate
Experience
Mercury Appraisal Group April 2007 - Present
Frisby Property Services November 2006 - Present
New York Life Insurance Company September 2010 - September 2011
Skills
Insurance, Financial Planning, Financial Analysis, Customer Service, Risk Management, Strategic Financial..., Project Management, Process Improvement, Property Management, Investment Properties, Contract Negotiation, Investors, Loans, Marketing, REO, Real Estate Transactions, Sales, Team Building, Training, Short Sales
Education
University of Phoenix 2000 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Ganesha High School 1989 — 1992
Mercury Appraisal Group April 2007 - Present
Frisby Property Services November 2006 - Present
New York Life Insurance Company September 2010 - September 2011
Skills
Insurance, Financial Planning, Financial Analysis, Customer Service, Risk Management, Strategic Financial..., Project Management, Process Improvement, Property Management, Investment Properties, Contract Negotiation, Investors, Loans, Marketing, REO, Real Estate Transactions, Sales, Team Building, Training, Short Sales
Education
University of Phoenix 2000 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Ganesha High School 1989 — 1992
Marieta Malunay-Mendoza, LUTCF Marieta Malunay-Mendoza, LUTCF's New York Life Insurance Company Experience May 2001 - Present
Job Independent Insurance Professional
Industry Insurance
Experience
New York Life Insurance Company May 2001 - Present
Skills
Retirement Planning, Disability Insurance, Health Insurance, Marketing, Fixed Annuities, Insurance
Education
University of Santo Tomas
Bachelor's Degree, Architecture
New York Life Insurance Company May 2001 - Present
Skills
Retirement Planning, Disability Insurance, Health Insurance, Marketing, Fixed Annuities, Insurance
Education
University of Santo Tomas
Bachelor's Degree, Architecture
Tracy L. Carroll Tracy L. Carroll's New York Life Insurance Company Experience 2013 - 2014
Job Global Event Management | Relationship Management | Chief of Staff | International
Industry Financial Services
Experience
New York Life Insurance Company 2013 - 2014
New York Life International, LLC 2009 - 2013
New York Life International, LLC 2001 - 2009
American Skandia Life Assurance Corporation 1996 - 2000
Skills
Corporate Events, Cross-cultural Teams, Cross Functional Team..., Operational Execution, International Project..., Marketing Communications, Business Planning, Business Strategy, Financial Services, Marketing, Management, Insurance, Life Insurance, Strategic Financial..., Risk Management, Financial Analysis, Investments, Financial Planning, Sales
Education
University of Richmond
Bachelor's degree, Psychology & Business
New York Life Insurance Company 2013 - 2014
New York Life International, LLC 2009 - 2013
New York Life International, LLC 2001 - 2009
American Skandia Life Assurance Corporation 1996 - 2000
Skills
Corporate Events, Cross-cultural Teams, Cross Functional Team..., Operational Execution, International Project..., Marketing Communications, Business Planning, Business Strategy, Financial Services, Marketing, Management, Insurance, Life Insurance, Strategic Financial..., Risk Management, Financial Analysis, Investments, Financial Planning, Sales
Education
University of Richmond
Bachelor's degree, Psychology & Business
Louis Feinstein Louis Feinstein's New York Life Insurance Company Experience July 2012 - April 2013
Job Account Executive at WordStream
Industry Financial Services
Experience
WordStream January 2014 - Present
ARI Global April 2013 - January 2014
New York Life Insurance Company July 2012 - April 2013
Skills
Asset Allocation, College Funding..., Life Insurance, Retirement Planning, Due Diligence, Asset Management, Fixed Income, Investments
Education
University of Rhode Island 2008 — 2012
Bachelor of Science (BS), Business Administration and Entrepreneurial Management
WordStream January 2014 - Present
ARI Global April 2013 - January 2014
New York Life Insurance Company July 2012 - April 2013
Skills
Asset Allocation, College Funding..., Life Insurance, Retirement Planning, Due Diligence, Asset Management, Fixed Income, Investments
Education
University of Rhode Island 2008 — 2012
Bachelor of Science (BS), Business Administration and Entrepreneurial Management
Scott Carlton Scott Carlton's New York Life Insurance Company Experience December 2011 - Present
Job Financial Planner at New York Life
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Fairway Golf Tour, Individual Golf Tour July 2010 - July 2012
Etrade Financial June 2008 - July 2010
AXA Equitable December 2007 - June 2008
Thrivent Financial for Lutherans June 2005 - November 2007
General Nutrition Centers October 2002 - June 2005
Skills
Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Retirement Planning, Estate Planning, Retirement, Microsoft Excel, Asset Allocation, Strategic Financial..., Financial Planners, Life Insurance, Insurance, Variable Annuities, Salesforce.com, IRAs, Wealth Accumulation
Education
Georgia Institute of Technology - Georgia Tech College of Management
Business Management
University of Phoenix
Bachelor of Science, Business Management
New York Life Insurance Company December 2011 - Present
Fairway Golf Tour, Individual Golf Tour July 2010 - July 2012
Etrade Financial June 2008 - July 2010
AXA Equitable December 2007 - June 2008
Thrivent Financial for Lutherans June 2005 - November 2007
General Nutrition Centers October 2002 - June 2005
Skills
Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Retirement Planning, Estate Planning, Retirement, Microsoft Excel, Asset Allocation, Strategic Financial..., Financial Planners, Life Insurance, Insurance, Variable Annuities, Salesforce.com, IRAs, Wealth Accumulation
Education
Georgia Institute of Technology - Georgia Tech College of Management
Business Management
University of Phoenix
Bachelor of Science, Business Management
Richard Kassner Richard Kassner's New York Life Insurance Company Experience October 2014 - March 2015
Job Collections Associate at CEB
Industry Accounting
Experience
CEB August 2015 - Present
US Army May 2014 - Present
Silver Knights Chess November 2014 - March 2015
New York Life Insurance Company October 2014 - March 2015
ProPrep Tax and Accounting Services May 2012 - August 2012
Fairfax County Government May 2011 - August 2011
Dulles Chamber of Commerce April 2009 - August 2009
Skills
Military Training, Organizational..., Weapons, Defense, Top Secret, Leadership, Information Assurance, Physical Security, Military Logistics, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Training
Education
University of Richmond 2010 — 2014
BSBA, Accounting
University of Richmond 2010 — 2014
BSBA, Accounting
CEB August 2015 - Present
US Army May 2014 - Present
Silver Knights Chess November 2014 - March 2015
New York Life Insurance Company October 2014 - March 2015
ProPrep Tax and Accounting Services May 2012 - August 2012
Fairfax County Government May 2011 - August 2011
Dulles Chamber of Commerce April 2009 - August 2009
Skills
Military Training, Organizational..., Weapons, Defense, Top Secret, Leadership, Information Assurance, Physical Security, Military Logistics, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Training
Education
University of Richmond 2010 — 2014
BSBA, Accounting
University of Richmond 2010 — 2014
BSBA, Accounting
Armando Bustamante, MBA's New York Life Insurance Company Experience February 2014 - Present
Job New York Life Insurance Company
Industry Sports
Experience
New York Life Insurance Company February 2014 - Present
Chevvy's Sports Bar June 2010 - Present
Concordia Lutheran High School March 2012 - January 2015
University of Saint Francis August 2009 - May 2014
Skills
Sports, Microsoft Office, Facebook, Customer Service, Social Media, Marketing, Event Planning, Public Speaking, Sales, Time Management, Social Networking, Sports Management, Advertising, Coaching, Critical Thinking, Media Relations, Series 6, Leadership
Education
University of Saint Francis 2012 — 2014
Master of Business Administration (MBA)
University of Saint Francis 2008 — 2012
Bachelor of Business Administration (BBA), Sports Management
New York Life Insurance Company February 2014 - Present
Chevvy's Sports Bar June 2010 - Present
Concordia Lutheran High School March 2012 - January 2015
University of Saint Francis August 2009 - May 2014
Skills
Sports, Microsoft Office, Facebook, Customer Service, Social Media, Marketing, Event Planning, Public Speaking, Sales, Time Management, Social Networking, Sports Management, Advertising, Coaching, Critical Thinking, Media Relations, Series 6, Leadership
Education
University of Saint Francis 2012 — 2014
Master of Business Administration (MBA)
University of Saint Francis 2008 — 2012
Bachelor of Business Administration (BBA), Sports Management
Robert J. Killian Robert J. Killian's New York Life Insurance Company Experience March 2007 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company March 2007 - Present
SovereignBank September 1990 - November 2006
Old Stone Bank, Attleboro Pawtucket Savings, Hospital Trust Bank August 1984 - August 1990
Skills
Strategic Financial..., Retirement Planning, IRA Strategies, Special Needs Planning, College Planning & 529, Insurance, Investments, Small Business, Financial Services, Ongoing Client Service, Mutual Funds, Special Needs Resource, Employee Benefits, Disability Insurance, Long Term Care Insurance, Annuities
Education
University of Rhode Island 1979 — 1984
BA, Economics and Management (minor)
Saint Raphael Academy 1974 — 1978
High School, College Preparatory
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company March 2007 - Present
SovereignBank September 1990 - November 2006
Old Stone Bank, Attleboro Pawtucket Savings, Hospital Trust Bank August 1984 - August 1990
Skills
Strategic Financial..., Retirement Planning, IRA Strategies, Special Needs Planning, College Planning & 529, Insurance, Investments, Small Business, Financial Services, Ongoing Client Service, Mutual Funds, Special Needs Resource, Employee Benefits, Disability Insurance, Long Term Care Insurance, Annuities
Education
University of Rhode Island 1979 — 1984
BA, Economics and Management (minor)
Saint Raphael Academy 1974 — 1978
High School, College Preparatory
Michael Gavin Michael Gavin's New York Life Insurance Company Experience August 2011 - August 2014
Job Account Executive
Industry Sports
Experience
International Sports Management, Inc. February 2015 - Present
New York Life Insurance Company August 2011 - August 2014
FC Portland Academy March 2009 - April 2014
Evanta January 2010 - May 2011
LA Galaxy January 2008 - December 2008
Education
University of Portland 2004 — 2009
BBA, Marketing & Management
International Sports Management, Inc. February 2015 - Present
New York Life Insurance Company August 2011 - August 2014
FC Portland Academy March 2009 - April 2014
Evanta January 2010 - May 2011
LA Galaxy January 2008 - December 2008
Education
University of Portland 2004 — 2009
BBA, Marketing & Management
Caroline Gaeta Caroline Gaeta's New York Life Insurance Company Experience May 2012 - August 2012
Job Internal Consulting Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - June 2015
UBS June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Matrix Asset Advisors, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Investments, PowerPoint, Financial Modeling, Access, Data Analysis, Economics, Bloomberg Terminal, Bloomberg
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, Economics Concentration
TD Ameritrade July 2015 - Present
TD Ameritrade June 2014 - June 2015
UBS June 2013 - August 2013
New York Life Insurance Company May 2012 - August 2012
Matrix Asset Advisors, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Investments, PowerPoint, Financial Modeling, Access, Data Analysis, Economics, Bloomberg Terminal, Bloomberg
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, Economics Concentration
Mary Brown's New York Life Insurance Company Experience October 2002 - June 2003
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Brown's Spice Company LLC September 2012 - February 2014
First Priority Financial June 2003 - September 2008
New York Life Insurance Company October 2002 - June 2003
Skills
Fashion, Customer Service, Event Planning, Account Management, Social Media, Apparel, Team Leadership, Public Relations, Retail, Advertising, Public Speaking, Merchandising, Trend Analysis, Entrepreneurship, Sales, Marketing, Strategic Planning
Education
University of Phoenix
BS, Management
Merrill Lynch September 2008 - Present
Brown's Spice Company LLC September 2012 - February 2014
First Priority Financial June 2003 - September 2008
New York Life Insurance Company October 2002 - June 2003
Skills
Fashion, Customer Service, Event Planning, Account Management, Social Media, Apparel, Team Leadership, Public Relations, Retail, Advertising, Public Speaking, Merchandising, Trend Analysis, Entrepreneurship, Sales, Marketing, Strategic Planning
Education
University of Phoenix
BS, Management
Katie Beltz Katie Beltz's New York Life Insurance Company Experience 2007 - 2007
Job Marketing Manager at New England Patriots
Industry Marketing and Advertising
Experience
New England Patriots March 2012 - Present
New England Patriots August 2009 - February 2012
Gilbane Building Company September 2008 - August 2009
New England Patriots January 2009 - May 2009
New York Life Insurance Company 2007 - 2007
Skills
Sponsorship, Fulfillment Management, Social Media, Marketing Communications, Event Planning, Sports Marketing, Social Media Marketing, Email Marketing, Facebook, Microsoft Excel, Marketing, Client-focused, Public Relations, Team Leadership, Event Management, Sports
Education
University of Rhode Island - College of Business Administration 2005 — 2009
New England Patriots March 2012 - Present
New England Patriots August 2009 - February 2012
Gilbane Building Company September 2008 - August 2009
New England Patriots January 2009 - May 2009
New York Life Insurance Company 2007 - 2007
Skills
Sponsorship, Fulfillment Management, Social Media, Marketing Communications, Event Planning, Sports Marketing, Social Media Marketing, Email Marketing, Facebook, Microsoft Excel, Marketing, Client-focused, Public Relations, Team Leadership, Event Management, Sports
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Kat Foutsitzis's New York Life Insurance Company Experience June 2011 - September 2011
Job Account Executive at Cambridge BioMarketing
Industry Marketing and Advertising
Experience
Cambridge BioMarketing March 2014 - Present
Cambridge BioMarketing July 2013 - Present
Cambridge BioMarketing June 2012 - Present
MIT Sloan School of Management September 2011 - June 2012
New York Life Insurance Company June 2011 - September 2011
URI College of Business January 2011 - June 2011
University of Rhode Island September 2010 - December 2010
Deloitte June 2010 - August 2010
University of Rhode Island September 2009 - December 2009
Cutco January 2009 - February 2009
Skills
Event Planning, Social Media, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Facebook, Microsoft Word, Market Research, Customer Service, Event Management
Education
University of Rhode Island 2007 — 2011
Bachelor of Science degree, Business Administration; Marketing
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science and Business Administation, Marketing
Cambridge BioMarketing March 2014 - Present
Cambridge BioMarketing July 2013 - Present
Cambridge BioMarketing June 2012 - Present
MIT Sloan School of Management September 2011 - June 2012
New York Life Insurance Company June 2011 - September 2011
URI College of Business January 2011 - June 2011
University of Rhode Island September 2010 - December 2010
Deloitte June 2010 - August 2010
University of Rhode Island September 2009 - December 2009
Cutco January 2009 - February 2009
Skills
Event Planning, Social Media, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Facebook, Microsoft Word, Market Research, Customer Service, Event Management
Education
University of Rhode Island 2007 — 2011
Bachelor of Science degree, Business Administration; Marketing
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science and Business Administation, Marketing
Frank Stancato's New York Life Insurance Company Experience September 2002 - April 2003
Job Sr. Technical Recruiter at Booz | Allen | Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton August 2011 - Present
SOC April 2011 - August 2011
Kforce Government Solutions January 2009 - April 2011
Kforce Technology Staffing November 2007 - April 2011
Calusa Investments December 2005 - November 2007
M&T Bank July 2003 - December 2005
New York Life Insurance Company September 2002 - April 2003
Skills
Sourcing, Technical Recruiting, Hiring, Government, Interviewing, Job Search Strategies, Recruiting, Internet Recruiting, Interviews, Contract Recruitment, Benefits Negotiation, Vendor Management, Business Analysis, Applicant Tracking..., Talent Acquisition, Strategic Consulting, Executive Search, Business Development, Management, Screening Resumes, Leadership, Screening, Training, SDLC, Organizational..., Staff Augmentation, Onboarding, Temporary Placement, CRM, Business Networking, Strategy, Employee Relations, Sales, Permanent Placement, Consulting, Cold Calling, Information Technology, Networking, Analytics, Social Networking, Cloud Computing, SaaS, Resource Management, Staffing Services, College Recruiting, Temporary Staffing, Talent Management, IT Recruitment, Human Resources, Search
Education
University of Rochester 1998 — 2002
BS, Statistics
Booz Allen Hamilton August 2011 - Present
SOC April 2011 - August 2011
Kforce Government Solutions January 2009 - April 2011
Kforce Technology Staffing November 2007 - April 2011
Calusa Investments December 2005 - November 2007
M&T Bank July 2003 - December 2005
New York Life Insurance Company September 2002 - April 2003
Skills
Sourcing, Technical Recruiting, Hiring, Government, Interviewing, Job Search Strategies, Recruiting, Internet Recruiting, Interviews, Contract Recruitment, Benefits Negotiation, Vendor Management, Business Analysis, Applicant Tracking..., Talent Acquisition, Strategic Consulting, Executive Search, Business Development, Management, Screening Resumes, Leadership, Screening, Training, SDLC, Organizational..., Staff Augmentation, Onboarding, Temporary Placement, CRM, Business Networking, Strategy, Employee Relations, Sales, Permanent Placement, Consulting, Cold Calling, Information Technology, Networking, Analytics, Social Networking, Cloud Computing, SaaS, Resource Management, Staffing Services, College Recruiting, Temporary Staffing, Talent Management, IT Recruitment, Human Resources, Search
Education
University of Rochester 1998 — 2002
BS, Statistics
Tom Wikiera Tom Wikiera's New York Life Insurance Company Experience May 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Bishop Feehan High School August 2006 - Present
Washington Trust Bank November 2006 - July 2012
Universal Mortgage Corporation April 1994 - November 2006
Fleet Mortgage Corp February 1984 - April 1994
Woonsocket H.S. March 1976 - June 1984
R.I. College August 1979 - November 1983
Skills
Mortgage Lending, Retirement Planning, Loan Origination, Refinance, Insurance, Finance, Real Estate, Financial Services, Residential Homes, Securities, Foreclosures, Sales, Accounting, Mortgage Banking, Credit, Loans, Residential Mortgages, FHA, Banking, Credit Analysis, Investments, Underwriting, Consumer Lending, Financial Analysis
Education
University of Rhode Island 1968 — 1973
BA, Education/Social Studies
New York Life Insurance Company May 2012 - Present
Bishop Feehan High School August 2006 - Present
Washington Trust Bank November 2006 - July 2012
Universal Mortgage Corporation April 1994 - November 2006
Fleet Mortgage Corp February 1984 - April 1994
Woonsocket H.S. March 1976 - June 1984
R.I. College August 1979 - November 1983
Skills
Mortgage Lending, Retirement Planning, Loan Origination, Refinance, Insurance, Finance, Real Estate, Financial Services, Residential Homes, Securities, Foreclosures, Sales, Accounting, Mortgage Banking, Credit, Loans, Residential Mortgages, FHA, Banking, Credit Analysis, Investments, Underwriting, Consumer Lending, Financial Analysis
Education
University of Rhode Island 1968 — 1973
BA, Education/Social Studies
Christopher Ginty Christopher Ginty's New York Life Insurance Company Experience October 2009 - Present
Job at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2009 - Present
Dzurenda & Associates, Inc. June 2008 - September 2009
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Management
University of Rhode Island 2003 — 2008
B.S. Business Managment
New York Life Insurance Company October 2009 - Present
Dzurenda & Associates, Inc. June 2008 - September 2009
Education
University of Rhode Island - College of Business Administration 2004 — 2008
Management
University of Rhode Island 2003 — 2008
B.S. Business Managment
Annie Breyne Annie Breyne's New York Life Insurance Company Experience June 2012 - December 2012
Job HR Recruiting Administrator
Industry Computer Software
Experience
Benefitfocus June 2014 - Present
Berchtold Corporation March 2014 - June 2014
HomeStreet Bank February 2013 - October 2013
New York Life Insurance Company June 2012 - December 2012
New York Life Insurance Company September 2010 - July 2012
Benedetti & Farris, LLC May 2009 - September 2009
Venture Richmond May 2009 - September 2009
Skills
Strategic Financial..., Investments, Retirement Planning, Marketing, Fixed Annuities, Public Speaking, Life Insurance, Series 63, Wealth, Securities, Series 7, Mutual Funds, Portfolio Management, Insurance, Financial Analysis, Fixed Income, 401k, Retirement, Long-term Care, Loans, IRAs, Financial Services, Financial Planners, Investment Strategies, Term Life Insurance, Pensions, 401k Rollovers, FINRA, Life, Roth IRA, Whole Life, Personal Finance, Employee Benefits, Estate Planning, Finance, Credit, Credit Analysis, Variable Annuities, Recruiting, Underwriting, Mortgage Lending, Management, Human Resources
Education
University of Richmond 2006 — 2010
Bachelor of Arts, Sociology and Spanish
Universidad de Seville 2008 — 2008
Spanish and Iberian Studies
Benefitfocus June 2014 - Present
Berchtold Corporation March 2014 - June 2014
HomeStreet Bank February 2013 - October 2013
New York Life Insurance Company June 2012 - December 2012
New York Life Insurance Company September 2010 - July 2012
Benedetti & Farris, LLC May 2009 - September 2009
Venture Richmond May 2009 - September 2009
Skills
Strategic Financial..., Investments, Retirement Planning, Marketing, Fixed Annuities, Public Speaking, Life Insurance, Series 63, Wealth, Securities, Series 7, Mutual Funds, Portfolio Management, Insurance, Financial Analysis, Fixed Income, 401k, Retirement, Long-term Care, Loans, IRAs, Financial Services, Financial Planners, Investment Strategies, Term Life Insurance, Pensions, 401k Rollovers, FINRA, Life, Roth IRA, Whole Life, Personal Finance, Employee Benefits, Estate Planning, Finance, Credit, Credit Analysis, Variable Annuities, Recruiting, Underwriting, Mortgage Lending, Management, Human Resources
Education
University of Richmond 2006 — 2010
Bachelor of Arts, Sociology and Spanish
Universidad de Seville 2008 — 2008
Spanish and Iberian Studies
Ian Gartrell's New York Life Insurance Company Experience November 2011 - November 2012
Job Graduate Student at University of San Diego
Industry Real Estate
Experience
University of San Diego School of Business Administration August 2015 - Present
Real Estate Marketing Professional with Residential Brokers May 2014 - July 2015
MediaCrossing Inc. March 2014 - May 2014
Indeed.com September 2013 - March 2014
Game Sportswear, LTD. November 2012 - September 2013
New York Life Insurance Company November 2011 - November 2012
Northwestern Mutual Financial Network January 2010 - September 2010
Skills
New Business Development, Direct Sales, Marketing Communications, Sales, Account Management, Negotiation, Lead Generation, Marketing, Strategy, Market Research, Business Development, Leadership, Cold Calling, Social Media Marketing, Social Networking
Education
University of San Diego 2015 — 2016
Master of Science in Real Estate (MSRE), Real Estate
University of Connecticut 2009 — 2011
Bachelor of Arts (BA) in Economics, Development Economics and International Development
Graduate of Ridgefield High School 2007 2003 — 2007
General Studies
University of San Diego School of Business Administration August 2015 - Present
Real Estate Marketing Professional with Residential Brokers May 2014 - July 2015
MediaCrossing Inc. March 2014 - May 2014
Indeed.com September 2013 - March 2014
Game Sportswear, LTD. November 2012 - September 2013
New York Life Insurance Company November 2011 - November 2012
Northwestern Mutual Financial Network January 2010 - September 2010
Skills
New Business Development, Direct Sales, Marketing Communications, Sales, Account Management, Negotiation, Lead Generation, Marketing, Strategy, Market Research, Business Development, Leadership, Cold Calling, Social Media Marketing, Social Networking
Education
University of San Diego 2015 — 2016
Master of Science in Real Estate (MSRE), Real Estate
University of Connecticut 2009 — 2011
Bachelor of Arts (BA) in Economics, Development Economics and International Development
Graduate of Ridgefield High School 2007 2003 — 2007
General Studies
Kirby M. Kerr Kirby M. Kerr's New York Life Insurance Company Experience September 2010 - December 2011
Job Business Development Director of District Sales and Marketing at Questar Assessment, Inc.
Industry E-Learning
Experience
Questar Assessment, Inc. April 2014 - Present
ConnectEDU - CoursEval April 2012 - April 2014
State Farm Insurance December 2011 - February 2012
New York Life Insurance Company September 2010 - December 2011
Community Mediation Project February 2008 - October 2011
Northern Colorado Networking Group November 2009 - September 2010
Sun Microsystems February 2007 - January 2010
Sun Microsystems 2001 - 2007
Metal Sales, Inc. June 1999 - February 2001
Silicon Graphics August 1996 - September 1998
Skills
Program Management, Marketing, Project Management, Process Improvement, Project Planning, Training, Customer Service, Public Speaking, Sales, Product Management, Account Management, Cross-functional Team..., Salesforce.com, CRM Integration, Strategy, Business Development, Management, Professional Services, Team Leadership, Business Analysis, Vendor Management, Business Strategy, Leadership, Enterprise Software, Strategic Planning, CRM, Cloud Computing, Team Building, Email Marketing, Email Marketing Software, Lead Generation, Team Management, Start-ups, Strategic Partnerships, Sales Operations, SaaS, Networking, Product Marketing, Selling, Solution Selling, New Business Development, Consulting, Sales Process, Competitive Analysis, Change Management, Sales Presentations, Direct Sales, Entrepreneurship, Sales Management, Analytics
Education
University of Phoenix 1997 — 2001
BS, Business Management
Questar Assessment, Inc. April 2014 - Present
ConnectEDU - CoursEval April 2012 - April 2014
State Farm Insurance December 2011 - February 2012
New York Life Insurance Company September 2010 - December 2011
Community Mediation Project February 2008 - October 2011
Northern Colorado Networking Group November 2009 - September 2010
Sun Microsystems February 2007 - January 2010
Sun Microsystems 2001 - 2007
Metal Sales, Inc. June 1999 - February 2001
Silicon Graphics August 1996 - September 1998
Skills
Program Management, Marketing, Project Management, Process Improvement, Project Planning, Training, Customer Service, Public Speaking, Sales, Product Management, Account Management, Cross-functional Team..., Salesforce.com, CRM Integration, Strategy, Business Development, Management, Professional Services, Team Leadership, Business Analysis, Vendor Management, Business Strategy, Leadership, Enterprise Software, Strategic Planning, CRM, Cloud Computing, Team Building, Email Marketing, Email Marketing Software, Lead Generation, Team Management, Start-ups, Strategic Partnerships, Sales Operations, SaaS, Networking, Product Marketing, Selling, Solution Selling, New Business Development, Consulting, Sales Process, Competitive Analysis, Change Management, Sales Presentations, Direct Sales, Entrepreneurship, Sales Management, Analytics
Education
University of Phoenix 1997 — 2001
BS, Business Management
Quinton Miller Quinton Miller's New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company May 2015 - Present
Pittsburgh Pirates August 2008 - October 2014
Education
University of Phoenix 2011 — 2015
Shawnee High School 2004 — 2008
New York Life Insurance Company May 2015 - Present
Pittsburgh Pirates August 2008 - October 2014
Education
University of Phoenix 2011 — 2015
Shawnee High School 2004 — 2008
Carmody, Branden's New York Life Insurance Company Experience January 2003 - March 2005
Job owner of Charm City Trivia
Industry Financial Services
Experience
Charm City Trivia March 2006 - Present
Thompson Financial March 2005 - March 2006
New York Life Insurance Company January 2003 - March 2005
University of Pittsburgh 1999 - 2002
Kaufman's Department Stores 1997 - 2002
Kaufmann's 1996 - 2002
Skills
Event Planning, Marketing Strategy, Marketing, Strategic Planning, Recruiting, Customer Service, Social Media, Public Speaking, Retail, Sales, Social Media Marketing, Entrepreneurship, Public Relations, Real Estate, Investments
Education
University of Pittsburgh 1992 — 1997
Dual Major Program, Rhetorical Communication / Business
Charm City Trivia March 2006 - Present
Thompson Financial March 2005 - March 2006
New York Life Insurance Company January 2003 - March 2005
University of Pittsburgh 1999 - 2002
Kaufman's Department Stores 1997 - 2002
Kaufmann's 1996 - 2002
Skills
Event Planning, Marketing Strategy, Marketing, Strategic Planning, Recruiting, Customer Service, Social Media, Public Speaking, Retail, Sales, Social Media Marketing, Entrepreneurship, Public Relations, Real Estate, Investments
Education
University of Pittsburgh 1992 — 1997
Dual Major Program, Rhetorical Communication / Business
Janis Rubin, CFA's New York Life Insurance Company Experience March 2003 - Present
Job Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2003 - Present
New York Life Insurance Company March 1998 - Present
New York Life 1986 - Present
Skills
Insurance, Fixed Annuities, Retirement Planning, Women Leaders, Investments, Life Insurance, Retirement, Mutual Funds
Education
University of Rochester 1982 — 1986
BA, Economics
New York University - Leonard N. Stern School of Business
New York Life Insurance Company March 2003 - Present
New York Life Insurance Company March 1998 - Present
New York Life 1986 - Present
Skills
Insurance, Fixed Annuities, Retirement Planning, Women Leaders, Investments, Life Insurance, Retirement, Mutual Funds
Education
University of Rochester 1982 — 1986
BA, Economics
New York University - Leonard N. Stern School of Business
Bob Casey's New York Life Insurance Company Experience July 2011 - September 2012
Job Sales Support
Industry Financial Services
Experience
Admirals Bank September 2014 - Present
Embrace Home Loans NMLS # 2184 October 2012 - September 2014
New York Life Insurance Company July 2011 - September 2012
DC Advisors, LLC September 2010 - May 2011
Bank of America October 2006 - March 2009
Bank of America October 2006 - March 2009
Fidelity Investments March 2003 - October 2006
Fidelity Investments July 2000 - March 2003
Advanced Financial January 1999 - March 2000
Home Loan and Investment Bank 1996 - 1999
Skills
Credit, Investments, Analysis, Management, Loans, Real Estate, Mortgage Lending, Retirement Planning, Financial Services, Residential Homes, Banking, Investment Properties
Education
University of Rhode Island
Bachelor, Economics
Bishop Hendricken HS 1981 — 1984
Admirals Bank September 2014 - Present
Embrace Home Loans NMLS # 2184 October 2012 - September 2014
New York Life Insurance Company July 2011 - September 2012
DC Advisors, LLC September 2010 - May 2011
Bank of America October 2006 - March 2009
Bank of America October 2006 - March 2009
Fidelity Investments March 2003 - October 2006
Fidelity Investments July 2000 - March 2003
Advanced Financial January 1999 - March 2000
Home Loan and Investment Bank 1996 - 1999
Skills
Credit, Investments, Analysis, Management, Loans, Real Estate, Mortgage Lending, Retirement Planning, Financial Services, Residential Homes, Banking, Investment Properties
Education
University of Rhode Island
Bachelor, Economics
Bishop Hendricken HS 1981 — 1984
Alyson Frost's New York Life Insurance Company Experience May 2014 - Present
Job Director Fixed Deferred Annuity Product Management at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
OppenheimerFunds March 2012 - April 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds March 2007 - May 2010
OppenheimerFunds October 1998 - March 2007
Fleet Bank 1995 - October 1998
Skills
Retirement Planning, Product Management, Product Development, Program Management, Retirement, Management, CRM, 401k, Marketing, Sales, Wealth Management, Strategy, Alternative Investments, Integration, Mutual Funds, Investments, Training, Asset Management, Mergers & Acquisitions, Financial Services
Education
University of Rhode Island 1991 — 1995
New York Life Insurance Company May 2014 - Present
OppenheimerFunds March 2012 - April 2014
OppenheimerFunds May 2010 - March 2012
OppenheimerFunds March 2007 - May 2010
OppenheimerFunds October 1998 - March 2007
Fleet Bank 1995 - October 1998
Skills
Retirement Planning, Product Management, Product Development, Program Management, Retirement, Management, CRM, 401k, Marketing, Sales, Wealth Management, Strategy, Alternative Investments, Integration, Mutual Funds, Investments, Training, Asset Management, Mergers & Acquisitions, Financial Services
Education
University of Rhode Island 1991 — 1995
Jon Roberts's New York Life Insurance Company Experience November 2010 - May 2011
Job Entrepreneur
Industry Civic & Social Organization
Experience
The Church of Apollonius of Tyana January 2012 - Present
Nonantum Financial Group of Landenberg March 2009 - May 2012
SamNova September 2010 - December 2011
New York Life Insurance Company November 2010 - May 2011
Four Corners Financial Group 2007 - 2009
Nationwide Insurance September 2004 - 2007
Chamber Charities 2004 - 2007
Sierra Club June 1999 - August 1999
Skills
Marketing, Risk Management, Advertising, Sales, Customer Service, Recruiting, Human Resources, Insurance, Estate Planning, Strategic Planning, Team Building, Problem Solving, Process Improvement, Disability Insurance, Selling, Project Management, Strategy, Finance, Leadership Development, Management, Project Planning, Business Planning, Management Consulting, Account Management, Leadership
Education
University of Pittsburgh 1999 — 2003
B.S., Psychology with Physics and Astronomy
Avon Grove 1994 — 1998
College/University Preparatory and Advanced High School/Secondary Diploma Program
Valley Forge Military Academy & College 1993 — 1995
Withdrew in lieu of dismissal 1994
Assumtion BVM
The Church of Apollonius of Tyana January 2012 - Present
Nonantum Financial Group of Landenberg March 2009 - May 2012
SamNova September 2010 - December 2011
New York Life Insurance Company November 2010 - May 2011
Four Corners Financial Group 2007 - 2009
Nationwide Insurance September 2004 - 2007
Chamber Charities 2004 - 2007
Sierra Club June 1999 - August 1999
Skills
Marketing, Risk Management, Advertising, Sales, Customer Service, Recruiting, Human Resources, Insurance, Estate Planning, Strategic Planning, Team Building, Problem Solving, Process Improvement, Disability Insurance, Selling, Project Management, Strategy, Finance, Leadership Development, Management, Project Planning, Business Planning, Management Consulting, Account Management, Leadership
Education
University of Pittsburgh 1999 — 2003
B.S., Psychology with Physics and Astronomy
Avon Grove 1994 — 1998
College/University Preparatory and Advanced High School/Secondary Diploma Program
Valley Forge Military Academy & College 1993 — 1995
Withdrew in lieu of dismissal 1994
Assumtion BVM
Erik Winston, PMP's New York Life Insurance Company Experience July 2013 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company July 2013 - Present
Bank of America November 2012 - July 2013
JetBlue Airways August 2011 - July 2012
Burberry October 2008 - August 2011
Next Jump July 2007 - October 2008
Sterling & Sterling October 2005 - May 2007
Skills
Project Management, E-commerce, Relationship Management, CRM, Active Directory, Strategic Planning, Microsoft Office, Business Analysis, Leadership, Security, Team Leadership, Business Development, Contract Negotiation, SQL, Retail, Airlines, Early-stage Startups, Technology, Mobile Technology, Mobile Devices, PMP, MCSE 2003, MCSA Security, Security+, Vendor Management, Salesforce.com, ITIL, Network Administration, Team Management, IT Strategy, Hardware, Project Planning, Management, Strategy, IT Management, Infrastructure, Start-ups, Budgets, Recruiting, IT Operations, Program Management, Microsoft Exchange, Software Documentation, Servers
Education
University of Rhode Island
BA, Economics, Business Administration, Political Science
New York Life Insurance Company July 2013 - Present
Bank of America November 2012 - July 2013
JetBlue Airways August 2011 - July 2012
Burberry October 2008 - August 2011
Next Jump July 2007 - October 2008
Sterling & Sterling October 2005 - May 2007
Skills
Project Management, E-commerce, Relationship Management, CRM, Active Directory, Strategic Planning, Microsoft Office, Business Analysis, Leadership, Security, Team Leadership, Business Development, Contract Negotiation, SQL, Retail, Airlines, Early-stage Startups, Technology, Mobile Technology, Mobile Devices, PMP, MCSE 2003, MCSA Security, Security+, Vendor Management, Salesforce.com, ITIL, Network Administration, Team Management, IT Strategy, Hardware, Project Planning, Management, Strategy, IT Management, Infrastructure, Start-ups, Budgets, Recruiting, IT Operations, Program Management, Microsoft Exchange, Software Documentation, Servers
Education
University of Rhode Island
BA, Economics, Business Administration, Political Science
Dunia Tyler's New York Life Insurance Company Experience November 2010 - December 2011
Job Insurance Agent at New York Life Insurance Company
Industry Banking
Experience
U.S. Bank August 2014 - Present
New York Life Insurance Company November 2010 - December 2011
Harris Bank July 2007 - August 2010
LaSalle Bank June 2004 - June 2007
LaSalle Bank April 2002 - June 2004
LaSalle Bank January 2000 - April 2002
Skills
Consumer Lending, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Cross Selling, Investments, Microsoft Office, Wealth Management, Financial Services, Banking, Training, Leadership Development, Team Building, Sales Management, Fundraising, Insurance, Teaching, Sales
Education
University of Phoenix 2000 — 2007
Human Resources Management and Services
University of Phoenix
Human Services Management
U.S. Bank August 2014 - Present
New York Life Insurance Company November 2010 - December 2011
Harris Bank July 2007 - August 2010
LaSalle Bank June 2004 - June 2007
LaSalle Bank April 2002 - June 2004
LaSalle Bank January 2000 - April 2002
Skills
Consumer Lending, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Cross Selling, Investments, Microsoft Office, Wealth Management, Financial Services, Banking, Training, Leadership Development, Team Building, Sales Management, Fundraising, Insurance, Teaching, Sales
Education
University of Phoenix 2000 — 2007
Human Resources Management and Services
University of Phoenix
Human Services Management
Shana Robinson's New York Life Insurance Company Experience February 2010 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
New York Life Insurance Company February 2010 - Present
Skills
Insurance, Blogging, Wordpress, Commercial Insurance, Whole Life, Underwriting, Claims, New Business Development, Accounting, Financial Services, Human Resources, Contract Recruitment, Life Insurance, Customer Service, Property, Research, Finance, Microsoft Office
Education
University of Pittsburgh 2005 — 2009
BA, Communication
Morgan Stanley February 2015 - Present
New York Life Insurance Company February 2010 - Present
Skills
Insurance, Blogging, Wordpress, Commercial Insurance, Whole Life, Underwriting, Claims, New Business Development, Accounting, Financial Services, Human Resources, Contract Recruitment, Life Insurance, Customer Service, Property, Research, Finance, Microsoft Office
Education
University of Pittsburgh 2005 — 2009
BA, Communication
Betsy DelSanto/NYLB's New York Life Insurance Company Experience 1999 - 2010
Job Director, Operations Support, John Hancock Retirement Services
Industry Financial Services
Experience
New York Life Retirement Plan Services October 1999 - Present
John Hancock Retirement Services October 1999 - Present
New York Life Insurance Company 1999 - 2010
Education
University of Rhode Island 1979 — 1983
Wheeler 1979 — 1979
New York Life Retirement Plan Services October 1999 - Present
John Hancock Retirement Services October 1999 - Present
New York Life Insurance Company 1999 - 2010
Education
University of Rhode Island 1979 — 1983
Wheeler 1979 — 1979
Rachel Vergari's New York Life Insurance Company Experience September 2002 - Present
Job Senior Development Manager at New York Life
Industry Financial Services
Experience
New York Life Insurance Company September 2002 - Present
Skills
Business Development, Coaching, Communication, Curriculum Development, CRM, Events Coordination, Event Marketing Strategy, Financial Services, Instructor-led Training, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Social Media Marketing, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Training, Training Delivery, Workshop Facilitation, Insurance, 401k Rollovers, Strategic Financial..., Sales, Retirement Planning, Retirement, Investments, Fixed Annuities, Asset Management, Estate Planning, Finance, Financial Analysis
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Westford Academy 1994 — 1998
New York Life Insurance Company September 2002 - Present
Skills
Business Development, Coaching, Communication, Curriculum Development, CRM, Events Coordination, Event Marketing Strategy, Financial Services, Instructor-led Training, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Social Media Marketing, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Training, Training Delivery, Workshop Facilitation, Insurance, 401k Rollovers, Strategic Financial..., Sales, Retirement Planning, Retirement, Investments, Fixed Annuities, Asset Management, Estate Planning, Finance, Financial Analysis
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Westford Academy 1994 — 1998
Ricardo Millan's New York Life Insurance Company Experience March 2011 - September 2011
Job Accountant at Isla CPA
Industry Financial Services
Experience
Isla CPA September 2014 - Present
Encanto Restaurants, Inc. March 2014 - September 2014
Empresas Santana June 2013 - March 2014
University of Puerto Rico January 2013 - June 2013
New York Life Insurance Company March 2011 - September 2011
Crothall Healthcare December 2009 - November 2010
Skills
Financial Analysis, Marketing, Investments, Business Development, Microsoft Excel, Social Media Marketing, Strategic Planning, Management, Customer Service, Social Media, Microsoft Office, New Business Development, Sales, Marketing Strategy, Risk Management, Marketing Communications, Insurance, Analysis, Leadership, Finance
Education
University of Puerto Rico-Rio Piedras 2012 — 2013
Master of Business Administration (M.B.A.), Finance, International Business, Cum Laude
West Virginia University 2004 — 2008
Bachelor of Science (B.S.), Economics, Cum Laude
Suffolk University in Madrid 2007 — 2007
Study Abroad
Isla CPA September 2014 - Present
Encanto Restaurants, Inc. March 2014 - September 2014
Empresas Santana June 2013 - March 2014
University of Puerto Rico January 2013 - June 2013
New York Life Insurance Company March 2011 - September 2011
Crothall Healthcare December 2009 - November 2010
Skills
Financial Analysis, Marketing, Investments, Business Development, Microsoft Excel, Social Media Marketing, Strategic Planning, Management, Customer Service, Social Media, Microsoft Office, New Business Development, Sales, Marketing Strategy, Risk Management, Marketing Communications, Insurance, Analysis, Leadership, Finance
Education
University of Puerto Rico-Rio Piedras 2012 — 2013
Master of Business Administration (M.B.A.), Finance, International Business, Cum Laude
West Virginia University 2004 — 2008
Bachelor of Science (B.S.), Economics, Cum Laude
Suffolk University in Madrid 2007 — 2007
Study Abroad
Adrian Labarry's New York Life Insurance Company Experience March 2012 - October 2012
Job Sales
Industry Telecommunications
Experience
McKernan Packaging Clearing House - The E.J. McKernan Co. August 2015 - Present
Alorica November 2013 - August 2015
New York Life Insurance Company March 2012 - October 2012
Cricket Wireless October 2006 - August 2011
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
McKernan Packaging Clearing House - The E.J. McKernan Co. August 2015 - Present
Alorica November 2013 - August 2015
New York Life Insurance Company March 2012 - October 2012
Cricket Wireless October 2006 - August 2011
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
Daniel P Rush, CPA's New York Life Insurance Company Experience April 2004 - June 2011
Job Director, Head of Business Operations Americas Region
Industry Telecommunications
Experience
Coriant GmbH & Co. KG May 2012 - May 2015
Nokia Siemens Networks June 2011 - May 2012
Eagle Strategies LLC April 2004 - June 2011
New York Life Insurance Company April 2004 - June 2011
Nokia Inc. April 1997 - May 2004
KPMG Peat Marwick 1982 - 1986
Skills
Accounting, Portfolio Management, Business Planning, Investments, Start-ups, Strategic Financial..., Financial Analysis, Risk Management, Finance, Product Management, Retirement Planning, Mergers & Acquisitions, Strategy, Financial Services, Management, Telecommunications, Business Development, Wireless, Cross-functional Team..., Sales, Mobile Devices, Leadership, Networking, Program Management, Business Strategy, Sales Operations, Financial Planning
Education
University of San Francisco
Bachelor’s Degree, BS - Business Administration
State of California - Certified Public Accountant
NASD Licenses - Series 6, 63 & 65
Coriant GmbH & Co. KG May 2012 - May 2015
Nokia Siemens Networks June 2011 - May 2012
Eagle Strategies LLC April 2004 - June 2011
New York Life Insurance Company April 2004 - June 2011
Nokia Inc. April 1997 - May 2004
KPMG Peat Marwick 1982 - 1986
Skills
Accounting, Portfolio Management, Business Planning, Investments, Start-ups, Strategic Financial..., Financial Analysis, Risk Management, Finance, Product Management, Retirement Planning, Mergers & Acquisitions, Strategy, Financial Services, Management, Telecommunications, Business Development, Wireless, Cross-functional Team..., Sales, Mobile Devices, Leadership, Networking, Program Management, Business Strategy, Sales Operations, Financial Planning
Education
University of San Francisco
Bachelor’s Degree, BS - Business Administration
State of California - Certified Public Accountant
NASD Licenses - Series 6, 63 & 65
Solomon Alexandrea's New York Life Insurance Company Experience December 1989 - April 1997
Job Manager, Desktop Engineering/Desktop Support
Industry Financial Services
Experience
DTCC April 1997 - Present
New York Life Insurance Company December 1989 - April 1997
Skills
Business Continuity, Risk Management, Information Security..., Disaster Recovery, Visio, Information Security, Networking, Data Center
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
DTCC April 1997 - Present
New York Life Insurance Company December 1989 - April 1997
Skills
Business Continuity, Risk Management, Information Security..., Disaster Recovery, Visio, Information Security, Networking, Data Center
Education
University of Phoenix 2006 — 2009
BSIT, Information Technology
Todd Yeats's New York Life Insurance Company Experience September 2015 - September 2015
Job Senior Military Analyst
Industry Military
Experience
Alexandria Insights September 2015 - Present
Transitioning July 2015 - Present
TECOM Aviation Standards Branch December 2014 - Present
United States Marine Corps 1991 - Present
New York Life Insurance Company September 2015 - September 2015
USMC TECOM June 2013 - December 2014
H&HS MCAS Cherry Point August 2011 - May 2013
United States Marine Corps September 1999 - 2013
United States Marine Corps February 2009 - May 2011
VMR-1, MCAS Cherry Point June 2008 - February 2009
Skills
Aviation, Military, Security Clearance, Aircraft, Command, Defense, DoD, Flight Safety, Helicopters, Military Aviation, Military Experience, Military Logistics, Military Operations, Military Training, National Security, Navy
Education
Norwich University 2013 — 2015
Master of Arts (M.A.) Diplomacy, Diplomacy
University of San Diego 1994 — 1998
BA, Political Science
Alexandria Insights September 2015 - Present
Transitioning July 2015 - Present
TECOM Aviation Standards Branch December 2014 - Present
United States Marine Corps 1991 - Present
New York Life Insurance Company September 2015 - September 2015
USMC TECOM June 2013 - December 2014
H&HS MCAS Cherry Point August 2011 - May 2013
United States Marine Corps September 1999 - 2013
United States Marine Corps February 2009 - May 2011
VMR-1, MCAS Cherry Point June 2008 - February 2009
Skills
Aviation, Military, Security Clearance, Aircraft, Command, Defense, DoD, Flight Safety, Helicopters, Military Aviation, Military Experience, Military Logistics, Military Operations, Military Training, National Security, Navy
Education
Norwich University 2013 — 2015
Master of Arts (M.A.) Diplomacy, Diplomacy
University of San Diego 1994 — 1998
BA, Political Science
Brenda Fritsch's New York Life Insurance Company Experience September 2004 - March 2007
Job Administrative Assistant/Probation Clerk at US District Court
Industry Financial Services
Experience
US District Court June 2015 - Present
City of Coburg 2011 - 2014
SELCO Community Credit Union May 2008 - August 2009
New York Life Insurance Company September 2004 - March 2007
Placer County Personnel September 1989 - April 1999
Education
University of San Francisco
Pubilic Administration
US District Court June 2015 - Present
City of Coburg 2011 - 2014
SELCO Community Credit Union May 2008 - August 2009
New York Life Insurance Company September 2004 - March 2007
Placer County Personnel September 1989 - April 1999
Education
University of San Francisco
Pubilic Administration
Preston Roth's New York Life Insurance Company Experience September 2011 - October 2011
Job Training Store Manager at CVS Caremark Corporation
Industry Retail
Experience
CVS Caremark Corporation August 2013 - Present
CVS Caremark Corporation August 2012 - August 2013
George's of Galilee April 2008 - August 2012
New York Life Insurance Company September 2011 - October 2011
Skills
Customer Service, Account Management, Leadership, Management, Merchandising, Microsoft Excel, Retail, Sales, Store Management, Inventory Management, Marketing, Social Networking, Team Building, Time Management
Education
University of Rhode Island 2003 — 2008
BS, Economics
CVS Caremark Corporation August 2013 - Present
CVS Caremark Corporation August 2012 - August 2013
George's of Galilee April 2008 - August 2012
New York Life Insurance Company September 2011 - October 2011
Skills
Customer Service, Account Management, Leadership, Management, Merchandising, Microsoft Excel, Retail, Sales, Store Management, Inventory Management, Marketing, Social Networking, Team Building, Time Management
Education
University of Rhode Island 2003 — 2008
BS, Economics
Gerard Salois's New York Life Insurance Company Experience November 1998 - December 1999
Job Food & Beverages Professional
Industry Food & Beverages
Experience
Burger King Corporation April 2002 - October 2009
Burger King Corporation April 2002 - October 2009
Sign-A January 2001 - April 2002
Airbag Service International December 1999 - January 2001
New York Life Insurance Company November 1998 - December 1999
Alpenrose Dairy Inc October 1996 - November 1998
Baskins-Robbins Usa Co April 1977 - October 1996
Salois Sanitary Dairy January 1964 - April 1977
Skills
Franchising, Forecasting, Operations Management, Cooking, Training
Education
University of Massachusetts
Associates Degree, Dairy Science
Wentworth College
Associates Degree, Refrigeration
Rhode Island University
Masters, I Business Administration
University of Rhode Island - College of Business Administration 1960 — 1966
MBA, Business Administration
Rhode Island University
Bachelors Degree, Business Administration
Burger King Corporation April 2002 - October 2009
Burger King Corporation April 2002 - October 2009
Sign-A January 2001 - April 2002
Airbag Service International December 1999 - January 2001
New York Life Insurance Company November 1998 - December 1999
Alpenrose Dairy Inc October 1996 - November 1998
Baskins-Robbins Usa Co April 1977 - October 1996
Salois Sanitary Dairy January 1964 - April 1977
Skills
Franchising, Forecasting, Operations Management, Cooking, Training
Education
University of Massachusetts
Associates Degree, Dairy Science
Wentworth College
Associates Degree, Refrigeration
Rhode Island University
Masters, I Business Administration
University of Rhode Island - College of Business Administration 1960 — 1966
MBA, Business Administration
Rhode Island University
Bachelors Degree, Business Administration
Aaron M. Ellyson's New York Life Insurance Company Experience March 2013 - Present
Job Financial Services Professional Planning for the Expected, Preparing for the Unexpected, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Tucson Young Professionals April 2013 - Present
BNI August 2014 - Present
BNI November 2013 - July 2014
Principal Financial Group March 2012 - February 2013
Leslie's Poolmart, Inc. 2005 - 2012
Dun & Bradstreet January 2001 - January 2003
Skills
Sales, Term Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Personal Finance, Permanent Life Insurance, Annuity Sales, Business Networking, Buy-sell Agreements, Financial Services, IRA Rollovers, Life Insurance..., Supplements to Employee..., Small Business, Key Person Insurance, Gifting Strategies, Risk Management, Wealth Preservation..., Life Insurance, IRAs, Finance, Insurance, Leadership, Marketing Strategy, Public Speaking, Social Networking, Strategic Planning, Team Building
Education
University of Phoenix 2014 — 2016
Master's Degree, Finance and Financial Management Services
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Tucson Young Professionals April 2013 - Present
BNI August 2014 - Present
BNI November 2013 - July 2014
Principal Financial Group March 2012 - February 2013
Leslie's Poolmart, Inc. 2005 - 2012
Dun & Bradstreet January 2001 - January 2003
Skills
Sales, Term Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Personal Finance, Permanent Life Insurance, Annuity Sales, Business Networking, Buy-sell Agreements, Financial Services, IRA Rollovers, Life Insurance..., Supplements to Employee..., Small Business, Key Person Insurance, Gifting Strategies, Risk Management, Wealth Preservation..., Life Insurance, IRAs, Finance, Insurance, Leadership, Marketing Strategy, Public Speaking, Social Networking, Strategic Planning, Team Building
Education
University of Phoenix 2014 — 2016
Master's Degree, Finance and Financial Management Services
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Mary Nieves's New York Life Insurance Company Experience May 1999 - September 2003
Job Real Estate Consultant at Keller Williams Realty, Brandon Fl
Industry Real Estate
Experience
Keller Willams Realty January 2012 - Present
Taylor Morrison December 2012 - May 2013
New York Life Insurance Company May 1999 - September 2003
Skills
New Homes, Short Sales, Real Estate, Sellers, Buyer Representation, Relocation, Investment Properties, Buyers, First Time Home Buyers, Single Family Homes, New Home Sales, Listings
Education
University of Puerto Rico School of Medicine 1976 — 1980
Bachelors of Science, Medical Technology
Keller Willams Realty January 2012 - Present
Taylor Morrison December 2012 - May 2013
New York Life Insurance Company May 1999 - September 2003
Skills
New Homes, Short Sales, Real Estate, Sellers, Buyer Representation, Relocation, Investment Properties, Buyers, First Time Home Buyers, Single Family Homes, New Home Sales, Listings
Education
University of Puerto Rico School of Medicine 1976 — 1980
Bachelors of Science, Medical Technology
Darrell Lewis's New York Life Insurance Company Experience October 2002 - June 2008
Job Financially Protecting your Family
Industry Financial Services
Experience
Guardian / Pacific Advisors May 2015 - Present
Allstate Financial Services LLC July 2008 - October 2014
New York Life Insurance Company October 2002 - June 2008
3Com June 1996 - August 2001
Skills
Fixed Annuities, Small Business, Term Life Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, IRAs, Insurance, Estate Planning, Investments, Strategic Financial..., Property & Casualty..., Homeowners
Education
University of Phoenix 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Sunset High School
Diploma
Guardian / Pacific Advisors May 2015 - Present
Allstate Financial Services LLC July 2008 - October 2014
New York Life Insurance Company October 2002 - June 2008
3Com June 1996 - August 2001
Skills
Fixed Annuities, Small Business, Term Life Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, IRAs, Insurance, Estate Planning, Investments, Strategic Financial..., Property & Casualty..., Homeowners
Education
University of Phoenix 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Sunset High School
Diploma
Bia An's New York Life Insurance Company Experience 2011 - 2012
Job Litigation Assistant at United Law Office
Industry Law Practice
Experience
United Law Office 2012 - Present
New York Life Insurance Company 2011 - 2012
AYCDQ/JK Law Group 2008 - 2010
Pacific Northwest Title 2006 - 2008
Teague 1998 - 2000
Skills
Retirement Planning, Insurance, Life Insurance
Education
University of Washington 1993 — 1997
BA
University of Phoenix
MBA
United Law Office 2012 - Present
New York Life Insurance Company 2011 - 2012
AYCDQ/JK Law Group 2008 - 2010
Pacific Northwest Title 2006 - 2008
Teague 1998 - 2000
Skills
Retirement Planning, Insurance, Life Insurance
Education
University of Washington 1993 — 1997
BA
University of Phoenix
MBA
Christine Salem's New York Life Insurance Company Experience October 2013 - Present
Job Financial Services Professional with New York Life & Securities
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
DRS Laurel Technologies March 1991 - September 2010
Skills
MRP, Six Sigma, Lean Manufacturing, Earned Value Management, Continuous Improvement, Supply Chain Management, Aerospace, Supply Chain, Manufacturing, Process Improvement, DoD, Production Planning, Supply Management, Procurement, Kaizen, Variable Annuities, Securities
Education
University of Pittsburgh 2007 — 2011
BA, Business/Finance
University of Pittsburgh-Johnstown
Bachelor of Arts (B.A.), Accounting and Finance
New York Life Insurance Company October 2013 - Present
DRS Laurel Technologies March 1991 - September 2010
Skills
MRP, Six Sigma, Lean Manufacturing, Earned Value Management, Continuous Improvement, Supply Chain Management, Aerospace, Supply Chain, Manufacturing, Process Improvement, DoD, Production Planning, Supply Management, Procurement, Kaizen, Variable Annuities, Securities
Education
University of Pittsburgh 2007 — 2011
BA, Business/Finance
University of Pittsburgh-Johnstown
Bachelor of Arts (B.A.), Accounting and Finance
Devon Wright's New York Life Insurance Company Experience August 2011 - May 2013
Job VP Government Relations at System Soft Technologies, LLC
Industry Financial Services
Experience
System Soft Technologies, LLC June 2015 - Present
System Soft Technologies, LLC June 2014 - June 2015
Law Offices of Rakesh Mehrotra September 2012 - February 2014
MassMutual Greater Washington May 2013 - December 2013
New York Life Insurance Company August 2011 - May 2013
MassMutual Financial Group January 2009 - August 2011
MassMutual Financial Group January 2009 - August 2011
Law Offices of Romney Wright January 1998 - April 2008
Skills
Long-term Care, Retirement, Retirement Planning, Disability Insurance, Life Insurance, Wealth Management, Estate Planning, Investments, Strategic Financial..., Employee Benefits, Risk Management, Fixed Annuities, Insurance, Long Term Care Insurance, Financial Advisory, Financial Planners, Term Life Insurance, Management, Legal Research, Strategic Planning, Human Resources, Business Development, Immigration Law
Education
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General
System Soft Technologies, LLC June 2015 - Present
System Soft Technologies, LLC June 2014 - June 2015
Law Offices of Rakesh Mehrotra September 2012 - February 2014
MassMutual Greater Washington May 2013 - December 2013
New York Life Insurance Company August 2011 - May 2013
MassMutual Financial Group January 2009 - August 2011
MassMutual Financial Group January 2009 - August 2011
Law Offices of Romney Wright January 1998 - April 2008
Skills
Long-term Care, Retirement, Retirement Planning, Disability Insurance, Life Insurance, Wealth Management, Estate Planning, Investments, Strategic Financial..., Employee Benefits, Risk Management, Fixed Annuities, Insurance, Long Term Care Insurance, Financial Advisory, Financial Planners, Term Life Insurance, Management, Legal Research, Strategic Planning, Human Resources, Business Development, Immigration Law
Education
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General
Loren Welsh's New York Life Insurance Company Experience 2005 - 2008
Job Account Executive at Capital One
Industry Financial Services
Experience
Cigna 2013 - Present
Time Warner Cable 2011 - 2012
ADP 2008 - 2011
New York Life Insurance Company 2005 - 2008
Skills
Account Management, Business Development, Customer Service, Direct Sales, Employee Benefits, Financial Services, Insurance, Lead Generation, Leadership, Long-term Care, Management, Marketing, Microsoft Excel, New Business Development, Microsoft Office, Recruiting, Retirement Planning, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Team Building, Training
Education
University of Rhode Island
Bachelor's degree, Communications Major - Spanish MInor
Cigna 2013 - Present
Time Warner Cable 2011 - 2012
ADP 2008 - 2011
New York Life Insurance Company 2005 - 2008
Skills
Account Management, Business Development, Customer Service, Direct Sales, Employee Benefits, Financial Services, Insurance, Lead Generation, Leadership, Long-term Care, Management, Marketing, Microsoft Excel, New Business Development, Microsoft Office, Recruiting, Retirement Planning, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Team Building, Training
Education
University of Rhode Island
Bachelor's degree, Communications Major - Spanish MInor
Jared Friedt's New York Life Insurance Company Experience July 2010 - November 2010
Job Manufacturing Engineer Intern at Group Dekko
Industry Banking
Experience
Group Dekko May 2011 - Present
Advanced Painting and Sandblasting September 2009 - August 2011
New York Life Insurance Company July 2010 - November 2010
GameStop October 2008 - April 2009
Advanced Painting and Sandblasting May 2008 - August 2008
Education
University of Saint Francis 2007 — 2011
Bachelor's in Business Administration, Finance Concentration
University of Saint Francis 2007 — 2011
University of Saint Francis
Bachelor Degree, Business Administration, Finance Concentration
Group Dekko May 2011 - Present
Advanced Painting and Sandblasting September 2009 - August 2011
New York Life Insurance Company July 2010 - November 2010
GameStop October 2008 - April 2009
Advanced Painting and Sandblasting May 2008 - August 2008
Education
University of Saint Francis 2007 — 2011
Bachelor's in Business Administration, Finance Concentration
University of Saint Francis 2007 — 2011
University of Saint Francis
Bachelor Degree, Business Administration, Finance Concentration
George Asselin's New York Life Insurance Company Experience June 2014 - Present
Job IT Service Operations and Process Leadership
Industry Information Technology and Services
Experience
New York Life Insurance Company June 2014 - Present
Cox Communications September 2013 - May 2014
Cox Communications October 2011 - September 2013
Revely, Inc. April 2011 - October 2011
Clearwire December 2007 - April 2011
Integro Insurance Brokers December 2006 - December 2007
CompuCom @ Pfizer April 2004 - November 2006
US Army August 1996 - August 2003
Skills
ITIL, Six Sigma, Service Desk, Production Support, Incident Management, Change Management, Problem Management, KPI Reporting..., SOX 404 Controls, Vendor Management, SDLC, IT Service Management, Help Desk Support, System Deployment, Management, Software Documentation, Process Improvement, Service Delivery, Disaster Recovery, IT Management, Enterprise Software, Active Directory, Technical Support, Data Center, PMP, Security, Visio, Troubleshooting, Telecommunications, Windows 7, Integration, CRM, IT Operations, Leadership, IT Strategy, Servers, Agile Methodologies, Information Technology, VMware, SharePoint, Cisco Technologies, Enterprise Architecture, System Administration, Windows Server
Education
University of Phoenix 2006 — 2009
Information Technology
University of Maryland 2004 — 2006
Information Technology
New York Life Insurance Company June 2014 - Present
Cox Communications September 2013 - May 2014
Cox Communications October 2011 - September 2013
Revely, Inc. April 2011 - October 2011
Clearwire December 2007 - April 2011
Integro Insurance Brokers December 2006 - December 2007
CompuCom @ Pfizer April 2004 - November 2006
US Army August 1996 - August 2003
Skills
ITIL, Six Sigma, Service Desk, Production Support, Incident Management, Change Management, Problem Management, KPI Reporting..., SOX 404 Controls, Vendor Management, SDLC, IT Service Management, Help Desk Support, System Deployment, Management, Software Documentation, Process Improvement, Service Delivery, Disaster Recovery, IT Management, Enterprise Software, Active Directory, Technical Support, Data Center, PMP, Security, Visio, Troubleshooting, Telecommunications, Windows 7, Integration, CRM, IT Operations, Leadership, IT Strategy, Servers, Agile Methodologies, Information Technology, VMware, SharePoint, Cisco Technologies, Enterprise Architecture, System Administration, Windows Server
Education
University of Phoenix 2006 — 2009
Information Technology
University of Maryland 2004 — 2006
Information Technology
Bruce A Weis's New York Life Insurance Company Experience June 1994 - June 1996
Job Senior Business Information Specialist at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America August 1998 - Present
NYLCARE Hea;lth Plans June 1996 - July 1998
New York Life Insurance Company June 1994 - June 1996
MetLife February 1990 - June 1994
Equicor June 1987 - May 1991
Education
University of Pittsburgh
BA, Political Science
The Guardian Life Insurance Company of America August 1998 - Present
NYLCARE Hea;lth Plans June 1996 - July 1998
New York Life Insurance Company June 1994 - June 1996
MetLife February 1990 - June 1994
Equicor June 1987 - May 1991
Education
University of Pittsburgh
BA, Political Science
Dan Mattera's New York Life Insurance Company Experience January 2012 - September 2012
Job Supply Chain Manager/Bookkeeper
Industry Import and Export
Experience
Endeavor Seafood December 2014 - Present
IDC, Inc. The Newport Experience March 2014 - May 2015
IDC, Inc. The Newport Experience September 2012 - March 2014
New York Life Insurance Company January 2012 - September 2012
AARP TAX AIDE SERVICES January 2011 - April 2012
UMASS INVESTMENT CLUB September 2008 - May 2009
Skills
Supply Chain Management, Freight Transportation, VMI Programs, Inventory Management, Logistics, Accounts Payable, Bookkeeping, QuickBooks, Data Reconciliation, MS Excel Pivot Tables, Import Logistics, Bank Reconciliation, Term Life Insurance, Mutual Funds, Retirement Planning, Life Insurance, Long Term Care Insurance, Food & Beverage, Financial Analysis, Tax Preparation, Disability Insurance, Microsoft Excel, Customer Service, Investments, Public Speaking, Supply Chain Operations, Accounts Receivable, Accounting, International Logistics, Ocean Freight, Inventory Control, Freight, Financial Accounting, Financial Reporting, Financial Forecasting, Income Tax, Tax Returns, Seafood, Health Insurance, Hospitality, 401k Rollovers
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration - Finance
University of Roehampton
Endeavor Seafood December 2014 - Present
IDC, Inc. The Newport Experience March 2014 - May 2015
IDC, Inc. The Newport Experience September 2012 - March 2014
New York Life Insurance Company January 2012 - September 2012
AARP TAX AIDE SERVICES January 2011 - April 2012
UMASS INVESTMENT CLUB September 2008 - May 2009
Skills
Supply Chain Management, Freight Transportation, VMI Programs, Inventory Management, Logistics, Accounts Payable, Bookkeeping, QuickBooks, Data Reconciliation, MS Excel Pivot Tables, Import Logistics, Bank Reconciliation, Term Life Insurance, Mutual Funds, Retirement Planning, Life Insurance, Long Term Care Insurance, Food & Beverage, Financial Analysis, Tax Preparation, Disability Insurance, Microsoft Excel, Customer Service, Investments, Public Speaking, Supply Chain Operations, Accounts Receivable, Accounting, International Logistics, Ocean Freight, Inventory Control, Freight, Financial Accounting, Financial Reporting, Financial Forecasting, Income Tax, Tax Returns, Seafood, Health Insurance, Hospitality, 401k Rollovers
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration - Finance
University of Roehampton
david ju's New York Life Insurance Company Experience February 2010 - Present
Job agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2010 - Present
Education
People's University of China
University of Science and Technology of China
New York Life Insurance Company February 2010 - Present
Education
People's University of China
University of Science and Technology of China
Eric Kolasa's New York Life Insurance Company Experience January 2012 - March 2013
Job Licensed Agent at US Health Group
Industry
Experience
US Health Group April 2013 - Present
New York Life Insurance Company January 2012 - March 2013
The IHC Group July 2010 - December 2011
Skills
Series 6, Series 7, Series 63, Insurance, Research, Leadership, Training, Public Speaking, Team Leadership, Management, Teamwork, Strategic Planning, Java, AutoCAD, Illustrator, Creative Writing, InDesign, Data Analysis, Programming, SQL, Project Management, Marketing, Social Networking
Education
University of Phoenix 1999 — 2007
Master of Science (M.S.), Computer information technology
US Health Group April 2013 - Present
New York Life Insurance Company January 2012 - March 2013
The IHC Group July 2010 - December 2011
Skills
Series 6, Series 7, Series 63, Insurance, Research, Leadership, Training, Public Speaking, Team Leadership, Management, Teamwork, Strategic Planning, Java, AutoCAD, Illustrator, Creative Writing, InDesign, Data Analysis, Programming, SQL, Project Management, Marketing, Social Networking
Education
University of Phoenix 1999 — 2007
Master of Science (M.S.), Computer information technology
Jenna Cristini's New York Life Insurance Company Experience 2010 - June 2012
Job Insurance Consultant at MetLife
Industry Financial Services
Experience
MetLife August 2012 - Present
New York Life Insurance Company 2010 - June 2012
PharMerica 2008 - 2010
Skills
Well versed in use of..., Task oriented with..., Series 6 and 63, Proficient in both...
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Italian Language and Culture
l'Universita di Lorenzo De'Medici
MetLife August 2012 - Present
New York Life Insurance Company 2010 - June 2012
PharMerica 2008 - 2010
Skills
Well versed in use of..., Task oriented with..., Series 6 and 63, Proficient in both...
Education
University of Rhode Island 2004 — 2008
Bachelor of Arts (B.A.), Italian Language and Culture
l'Universita di Lorenzo De'Medici
Kyle Ramsey's New York Life Insurance Company Experience August 2012 - Present
Job Insurance Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
United States Marine Corps 2007 - 2010
Skills
Fixed Annuities, Life Insurance, Strategic Financial..., Estate Planning, Long Term Care Insurance, IRAs, Retirement Planning, Term Life Insurance, Retirement, Disability Insurance, Long-term Care, Insurance, Series 6, Series 63, Health Insurance, Mutual Funds, 401k, Series 7, Financial Planners, Uniform Combined State...
Education
University of Phoenix
Business Administration and Management, General
New York Life Insurance Company August 2012 - Present
United States Marine Corps 2007 - 2010
Skills
Fixed Annuities, Life Insurance, Strategic Financial..., Estate Planning, Long Term Care Insurance, IRAs, Retirement Planning, Term Life Insurance, Retirement, Disability Insurance, Long-term Care, Insurance, Series 6, Series 63, Health Insurance, Mutual Funds, 401k, Series 7, Financial Planners, Uniform Combined State...
Education
University of Phoenix
Business Administration and Management, General
Joseph Sapp's New York Life Insurance Company Experience December 2007 - May 2010
Job Consultant at Solarcity
Industry Financial Services
Experience
Solarcity April 2014 - Present
JPMorgan Chase June 2010 - Present
New York Life Insurance Company December 2007 - May 2010
Wells Fargo April 2000 - November 2007
Skills
Loans, Banking, Mortgage Lending, Credit, Retail Banking, Portfolio Management, Relationship Management, Financial Services, Cross Selling, Credit Cards, Financial Risk, Customer Service, Branch Management, Branch Banking, Strategic Financial..., Lines Of Credit, Operations Management, Cash Management, Sales, Insurance
Education
University of Phoenix-Sacramento Valley Campus 2003 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix-Sacramento Valley Campus 2003 — 2007
Bachelors of Science, Business Management
Solarcity April 2014 - Present
JPMorgan Chase June 2010 - Present
New York Life Insurance Company December 2007 - May 2010
Wells Fargo April 2000 - November 2007
Skills
Loans, Banking, Mortgage Lending, Credit, Retail Banking, Portfolio Management, Relationship Management, Financial Services, Cross Selling, Credit Cards, Financial Risk, Customer Service, Branch Management, Branch Banking, Strategic Financial..., Lines Of Credit, Operations Management, Cash Management, Sales, Insurance
Education
University of Phoenix-Sacramento Valley Campus 2003 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix-Sacramento Valley Campus 2003 — 2007
Bachelors of Science, Business Management
Lynda Chandler's New York Life Insurance Company Experience 2014 - Present
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
Primerica 2012 - 2014
Upper Merion Area School District 2006 - 2010
Skills
Insurance, Customer Service, Sales, Life Insurance, Retirement Planning, Financial Services, Marketing
Education
University of Phoenix 2006 — 2007
New York Life Insurance Company 2014 - Present
Primerica 2012 - 2014
Upper Merion Area School District 2006 - 2010
Skills
Insurance, Customer Service, Sales, Life Insurance, Retirement Planning, Financial Services, Marketing
Education
University of Phoenix 2006 — 2007
Linda Remington's New York Life Insurance Company Experience January 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC January 2002 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Prudential Financial January 1986 - January 2002
Skills
Retirement, Securities, Financial Services, Insurance
Education
University of Rhode Island 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Eagle Strategies, LLC January 2002 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Prudential Financial January 1986 - January 2002
Skills
Retirement, Securities, Financial Services, Insurance
Education
University of Rhode Island 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services