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
Nidhi Sharma, CSM, SAFe Program Consultant Nidhi Sharma, CSM, SAFe Program Consultant's New York Life Insurance Company Experience October 2014 - March 2015
Job Lean Agile Coach | SAFe Program Consultant
Industry Information Technology and Services
Experience
itsprinting.org July 2015 - Present
Independent Consultant July 2015 - Present
PSCU March 2015 - July 2015
New York Life Insurance Company October 2014 - March 2015
AgileThought September 2013 - October 2014
Mad Mobile Inc. 2012 - September 2013
PSCU December 2011 - November 2012
Sircon/Vertafore January 2011 - December 2011
JSTOR January 2010 - August 2010
Team Detroit 2007 - December 2009
Skills
JIRA, Testing, Microsoft SQL Server, Oracle, Databases, PVCS, Operating Systems, Lotus Notes, Microsoft Excel, Outlook, Microsoft Word, Agile Methodologies, Scrum, Quality Center, SQL, Quality Assurance in..., Subversion, JBoss Application Server, HP Quality Center, Toad, Atlassian JIRA, Quality Assurance, Software Development, User Acceptance Testing, SDLC, Test Cases, Requirements Analysis, Analysis, Test Planning, XML, .NET, Software Project..., Web Services, System Testing, Web Applications, Test Automation, Agile Project Management, Mobile Devices, Manual Testing, Mobile Applications, Regression Testing, QTP, Selenium, Waterfall, TFS, Visio, Requirements Gathering, SharePoint
Education
University of South Florida 1998 — 2004
BS, International Business and Computer Science
itsprinting.org July 2015 - Present
Independent Consultant July 2015 - Present
PSCU March 2015 - July 2015
New York Life Insurance Company October 2014 - March 2015
AgileThought September 2013 - October 2014
Mad Mobile Inc. 2012 - September 2013
PSCU December 2011 - November 2012
Sircon/Vertafore January 2011 - December 2011
JSTOR January 2010 - August 2010
Team Detroit 2007 - December 2009
Skills
JIRA, Testing, Microsoft SQL Server, Oracle, Databases, PVCS, Operating Systems, Lotus Notes, Microsoft Excel, Outlook, Microsoft Word, Agile Methodologies, Scrum, Quality Center, SQL, Quality Assurance in..., Subversion, JBoss Application Server, HP Quality Center, Toad, Atlassian JIRA, Quality Assurance, Software Development, User Acceptance Testing, SDLC, Test Cases, Requirements Analysis, Analysis, Test Planning, XML, .NET, Software Project..., Web Services, System Testing, Web Applications, Test Automation, Agile Project Management, Mobile Devices, Manual Testing, Mobile Applications, Regression Testing, QTP, Selenium, Waterfall, TFS, Visio, Requirements Gathering, SharePoint
Education
University of South Florida 1998 — 2004
BS, International Business and Computer Science
Trevor Hatfield Trevor Hatfield's New York Life Insurance Company Experience December 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Foosacklys September 2011 - July 2014
University of South Alabama Sports Medicine August 2009 - August 2011
Boys and Girls Clubs of America March 2007 - August 2009
Skills
Public Speaking, Customer Service, Event Planning, Microsoft Office, Time Management, Microsoft Excel, Leadership, Training, Microsoft Word, Teamwork, Team Building, Management, Social Media, Data Entry, Analysis, Team Leadership, Community Outreach, PowerPoint, Sales, Hospitality, Customer Satisfaction, Outlook, Leadership Development, Telephone Skills, Fundraising, Process Scheduler, Critical Thinking, Administration, Public Relations, Staff Development, Recruiting, Teaching, Higher Education, Strategic Planning, Marketing, Research, Cashiering, Social Networking, Inventory Management, Supervisory Skills, Event Management, Employee Training, Coaching, Restaurants, ServSafe, Facebook, Hiring, Retail, Finance, Insurance
Education
University of South Alabama 2007 — 2011
BS, Excercise Physiology
Culinard at Virginia College 2011 — 2012
Certificate, Culinary Arts/Chef Training
Slocomb High School 2003 — 2006
High School Diploma, High School/Secondary Diplomas and Certificates
New York Life Insurance Company December 2014 - Present
Foosacklys September 2011 - July 2014
University of South Alabama Sports Medicine August 2009 - August 2011
Boys and Girls Clubs of America March 2007 - August 2009
Skills
Public Speaking, Customer Service, Event Planning, Microsoft Office, Time Management, Microsoft Excel, Leadership, Training, Microsoft Word, Teamwork, Team Building, Management, Social Media, Data Entry, Analysis, Team Leadership, Community Outreach, PowerPoint, Sales, Hospitality, Customer Satisfaction, Outlook, Leadership Development, Telephone Skills, Fundraising, Process Scheduler, Critical Thinking, Administration, Public Relations, Staff Development, Recruiting, Teaching, Higher Education, Strategic Planning, Marketing, Research, Cashiering, Social Networking, Inventory Management, Supervisory Skills, Event Management, Employee Training, Coaching, Restaurants, ServSafe, Facebook, Hiring, Retail, Finance, Insurance
Education
University of South Alabama 2007 — 2011
BS, Excercise Physiology
Culinard at Virginia College 2011 — 2012
Certificate, Culinary Arts/Chef Training
Slocomb High School 2003 — 2006
High School Diploma, High School/Secondary Diplomas and Certificates
Shiloh Johnson Shiloh Johnson's New York Life Insurance Company Experience May 2007 - November 2008
Job Director of Content at EverydayFamily
Industry Marketing and Advertising
Experience
EverydayFamily, Inc. August 2010 - Present
AmeriLife Group LLC November 2008 - August 2010
New York Life Insurance Company May 2007 - November 2008
PwC August 2004 - May 2007
Skills
Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Small Business, QuickBooks, Budgets, Strategic Planning, Finance, Social Media, Leadership, Management, Marketing, Social Networking, Online Advertising, Entrepreneurship
Education
University of South Florida 2000 — 2004
Bachelors with Minor, Accounting and Economics
EverydayFamily, Inc. August 2010 - Present
AmeriLife Group LLC November 2008 - August 2010
New York Life Insurance Company May 2007 - November 2008
PwC August 2004 - May 2007
Skills
Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Small Business, QuickBooks, Budgets, Strategic Planning, Finance, Social Media, Leadership, Management, Marketing, Social Networking, Online Advertising, Entrepreneurship
Education
University of South Florida 2000 — 2004
Bachelors with Minor, Accounting and Economics
Brooke Davidson Brooke Davidson's New York Life Insurance Company Experience October 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
DMX June 2008 - September 2011
T-Mobile Business Sales 2007 - June 2008
The Nature Conservancy 2004 - 2004
Skills
Music, Retail, Digital Signage, Salesforce.com, Sales Process, Strategy, New Business Development, Account Management, Direct Sales, Online Advertising
Education
University of South Florida 1998 — 2003
BS, Natural Sciences
New York Life Insurance Company October 2011 - Present
DMX June 2008 - September 2011
T-Mobile Business Sales 2007 - June 2008
The Nature Conservancy 2004 - 2004
Skills
Music, Retail, Digital Signage, Salesforce.com, Sales Process, Strategy, New Business Development, Account Management, Direct Sales, Online Advertising
Education
University of South Florida 1998 — 2003
BS, Natural Sciences
Allen Kanady Allen Kanady's New York Life Insurance Company Experience October 2012 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
University of Southern California June 2010 - May 2012
Distance Education Network August 2009 - May 2010
Skills
Data Analysis, Financial Analysis, Microsoft Office, Investments, Insurance, Customer Service, Research, Finance, Strategic Financial..., Analysis, Economics, Portfolio Management, Leadership
Education
University of Southern California 2009 — 2012
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company October 2012 - Present
University of Southern California June 2010 - May 2012
Distance Education Network August 2009 - May 2010
Skills
Data Analysis, Financial Analysis, Microsoft Office, Investments, Insurance, Customer Service, Research, Finance, Strategic Financial..., Analysis, Economics, Portfolio Management, Leadership
Education
University of Southern California 2009 — 2012
Bachelor of Arts (B.A.), Economics
Anthony DeMeo Anthony DeMeo's New York Life Insurance Company Experience September 2013 - September 2014
Job Customer Service Rep. at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - September 2014
Publix Super Markets November 2007 - January 2014
New York Yankees March 2010 - September 2013
New York Yankees February 2010 - September 2013
Skills
Public Relations, Public Speaking, Customer Service, Social Media, Time Management, Microsoft Office
Education
University of South Florida 2012 — 2016
AA, Communication and Public Relations
New York Life Insurance Company September 2013 - September 2014
Publix Super Markets November 2007 - January 2014
New York Yankees March 2010 - September 2013
New York Yankees February 2010 - September 2013
Skills
Public Relations, Public Speaking, Customer Service, Social Media, Time Management, Microsoft Office
Education
University of South Florida 2012 — 2016
AA, Communication and Public Relations
Kevin Elzie Kevin Elzie's New York Life Insurance Company Experience January 2012 - August 2012
Job Business Specialist at Level Up Business Consultants
Industry Professional Training & Coaching
Experience
Kangaroo Express, an operating trade name of The Pantry, Inc. January 2014 - July 2014
Wealth Empowerment Advisors May 2013 - December 2013
Aston Marketing Group August 2012 - April 2013
New York Life Insurance Company January 2012 - August 2012
Skills
Customer Satisfaction, Team Management, Operations Management, Sales Management, Direct Sales, Sales Operations, Direct Marketing, Web Marketing, Market Research, Web Design, Social Media Marketing, Business Planning, Thought Leadership, Process Consulting, Leadership Development, Business Coaching, Life Coaching, Management Consulting, Account Management, Money Management, Wealth Management, Online Marketing, Leadership
Education
University of Southern California 2007 — 2011
BA, Economics, 3.03
Carlisle High School 2006 — 2007
Diploma, 4.0
Kangaroo Express, an operating trade name of The Pantry, Inc. January 2014 - July 2014
Wealth Empowerment Advisors May 2013 - December 2013
Aston Marketing Group August 2012 - April 2013
New York Life Insurance Company January 2012 - August 2012
Skills
Customer Satisfaction, Team Management, Operations Management, Sales Management, Direct Sales, Sales Operations, Direct Marketing, Web Marketing, Market Research, Web Design, Social Media Marketing, Business Planning, Thought Leadership, Process Consulting, Leadership Development, Business Coaching, Life Coaching, Management Consulting, Account Management, Money Management, Wealth Management, Online Marketing, Leadership
Education
University of Southern California 2007 — 2011
BA, Economics, 3.03
Carlisle High School 2006 — 2007
Diploma, 4.0
Aaron Langhough Aaron Langhough's New York Life Insurance Company Experience October 2011 - March 2013
Job Senior Project Coordinator at Fabric Wall Concepts
Industry Construction
Experience
Fabric Wall Concepts April 2013 - Present
NYLIFE Securities LLC October 2012 - March 2013
New York Life Insurance Company October 2011 - March 2013
Securegive Inc. January 2011 - May 2011
SHEEX INC August 2010 - December 2010
Speedway Motorsports Inc. May 2010 - August 2010
The Masters at Augusta National Golf Club April 2010 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Social Media Marketing, Direct Marketing, Sales Process, Sales Presentations, Account Management, Time Management, Social Media, Facebook, Financial Services, Marketing, Leadership, General Awesomeness, Team Leadership, Event Management
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Marketing/Management
University of South Carolina-Columbia 2007 — 2011
Bachelors, Major: Marketing/Management Minor: Sport/Entertainment Management
Fabric Wall Concepts April 2013 - Present
NYLIFE Securities LLC October 2012 - March 2013
New York Life Insurance Company October 2011 - March 2013
Securegive Inc. January 2011 - May 2011
SHEEX INC August 2010 - December 2010
Speedway Motorsports Inc. May 2010 - August 2010
The Masters at Augusta National Golf Club April 2010 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Social Media Marketing, Direct Marketing, Sales Process, Sales Presentations, Account Management, Time Management, Social Media, Facebook, Financial Services, Marketing, Leadership, General Awesomeness, Team Leadership, Event Management
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Marketing/Management
University of South Carolina-Columbia 2007 — 2011
Bachelors, Major: Marketing/Management Minor: Sport/Entertainment Management
Patricia Carrera Patricia Carrera's New York Life Insurance Company Experience February 2014 - April 2015
Job Senior Manager | Omni Channel at Rakuten Marketing
Industry Marketing and Advertising
Experience
Rakuten Marketing April 2015 - Present
New York Life Insurance Company February 2014 - April 2015
Rakuten Marketing November 2010 - February 2014
acquirgy March 2008 - December 2010
Skills
MSN AdCenter, Search Advertising, Landing Page..., Keyword Research, Conversion Optimization, Google Adwords, Google Analytics, Kenshoo, Marin, Hitwise, DART Search, Google Merchant Center, A/B testing, Google Display Network, Online Advertising, Google Adwords..., Online Marketing, SEM, Lead Generation, Paid Search Strategy, Display Advertising, Omniture, Account Management, Retargeting
Education
University of South Florida 2005 — 2007
International Business, Marketing, Advertisng, Micro/Macro Management, Globalization
Rakuten Marketing April 2015 - Present
New York Life Insurance Company February 2014 - April 2015
Rakuten Marketing November 2010 - February 2014
acquirgy March 2008 - December 2010
Skills
MSN AdCenter, Search Advertising, Landing Page..., Keyword Research, Conversion Optimization, Google Adwords, Google Analytics, Kenshoo, Marin, Hitwise, DART Search, Google Merchant Center, A/B testing, Google Display Network, Online Advertising, Google Adwords..., Online Marketing, SEM, Lead Generation, Paid Search Strategy, Display Advertising, Omniture, Account Management, Retargeting
Education
University of South Florida 2005 — 2007
International Business, Marketing, Advertisng, Micro/Macro Management, Globalization
A. Tyler Bozeman's New York Life Insurance Company Experience September 2014 - Present
Job Investment Sales Desk Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2013 - September 2014
New York Life Insurance Company August 2012 - September 2014
New York Life Insurance Company May 2012 - August 2012
New York Life Insurance Company September 2010 - May 2012
Skills
Licensed Life Insurance..., Retirement Planning, Investments
Education
University of South Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2013 - September 2014
New York Life Insurance Company August 2012 - September 2014
New York Life Insurance Company May 2012 - August 2012
New York Life Insurance Company September 2010 - May 2012
Skills
Licensed Life Insurance..., Retirement Planning, Investments
Education
University of South Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Bradley Kraines LUTCF,CLTC Bradley Kraines LUTCF,CLTC's New York Life Insurance Company Experience May 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2009 - Present
Kraco Enterprises, LLC October 1990 - January 2009
Skills
Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning, Marketing, Long-term Care, Small Business, Retirement Planning, Strategic Planning, Mutual Funds, Finance, Business Planning, 401k, Strategic Financial..., Financial Planners, Health Insurance, Life Insurance, Financial Services, IRAs, Product Development, Employee Benefits, Investments, Retirement, Portfolio Management, Term Life Insurance, Asset Management, Financial Advisory, Wealth Management, Asset Allocation, Whole Life
Education
University of Southern California 1986 — 1990
Business
New York Life Insurance Company May 2009 - Present
Kraco Enterprises, LLC October 1990 - January 2009
Skills
Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning, Marketing, Long-term Care, Small Business, Retirement Planning, Strategic Planning, Mutual Funds, Finance, Business Planning, 401k, Strategic Financial..., Financial Planners, Health Insurance, Life Insurance, Financial Services, IRAs, Product Development, Employee Benefits, Investments, Retirement, Portfolio Management, Term Life Insurance, Asset Management, Financial Advisory, Wealth Management, Asset Allocation, Whole Life
Education
University of Southern California 1986 — 1990
Business
Geoffrey Knox's New York Life Insurance Company Experience July 2000 - January 2004
Job Regional Sales Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2011 - Present
MassMutual Financial Group November 2009 - November 2011
John Hancock Financial Services January 2004 - April 2009
New York Life Insurance Company July 2000 - January 2004
Skills
Series 7, Series 63, Life Insurance, CRPC, Variable Annuities, Fixed Annuities, Mutual Funds, 529 Plans, 401k, Financial Services, Securities, Series 65
Education
University of Scranton 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Prudential Financial November 2011 - Present
MassMutual Financial Group November 2009 - November 2011
John Hancock Financial Services January 2004 - April 2009
New York Life Insurance Company July 2000 - January 2004
Skills
Series 7, Series 63, Life Insurance, CRPC, Variable Annuities, Fixed Annuities, Mutual Funds, 529 Plans, 401k, Financial Services, Securities, Series 65
Education
University of Scranton 1997 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lee Anne Townes Lee Anne Townes's New York Life Insurance Company Experience October 2012 - October 2013
Job Owner/President at Urban Yap Pet Spa & Boutique
Industry Retail
Experience
Urban Yap Pet Spa & Boutique January 2015 - Present
SunTrust Bank September 2013 - January 2015
New York Life Insurance Company October 2012 - October 2013
Welch Benefit Group, Inc. May 2010 - October 2012
Skills
Retirement Planning, Retirement, Insurance, Wealth Preservation..., Long Term Care Insurance, Health Insurance, Disability Insurance, Strategic Financial..., Leadership, Succession Planning, Life Insurance, College Savings Plans, Estate Tax Planning, Estate Planning, Asset Management, Asset Protection, Qualified Plans, Qualified Retirement..., Deferred Compensation, Non-qualified..., Employee Benefits, IRAs
Education
Greenville Technical College
Paralegal
University of South Carolina-Columbia
Humanities and Social Sciences
Wade Hampton High
Urban Yap Pet Spa & Boutique January 2015 - Present
SunTrust Bank September 2013 - January 2015
New York Life Insurance Company October 2012 - October 2013
Welch Benefit Group, Inc. May 2010 - October 2012
Skills
Retirement Planning, Retirement, Insurance, Wealth Preservation..., Long Term Care Insurance, Health Insurance, Disability Insurance, Strategic Financial..., Leadership, Succession Planning, Life Insurance, College Savings Plans, Estate Tax Planning, Estate Planning, Asset Management, Asset Protection, Qualified Plans, Qualified Retirement..., Deferred Compensation, Non-qualified..., Employee Benefits, IRAs
Education
Greenville Technical College
Paralegal
University of South Carolina-Columbia
Humanities and Social Sciences
Wade Hampton High
Jared A. Smith's New York Life Insurance Company Experience April 2012 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company April 2012 - Present
Skills
Retirement Planning, Estate Planning, Wealth Preservation..., Small Business, Multi-generational..., Succession Planning, Key Person Protection, Gifting Strategies, Protection..., Multi-generational..., Legacies, Licensed Life Insurance..., Finance, Investments, Leadership, Life Insurance, Team Building, Microsoft Office, 401k Rollovers, Sales, Disability Insurance, Customer Service, Public Speaking, Marketing, Retirement
Education
University of South Alabama 2006 — 2010
Bachelor's degree, Marketing
Fairhope High School
New York Life Insurance Company April 2012 - Present
Skills
Retirement Planning, Estate Planning, Wealth Preservation..., Small Business, Multi-generational..., Succession Planning, Key Person Protection, Gifting Strategies, Protection..., Multi-generational..., Legacies, Licensed Life Insurance..., Finance, Investments, Leadership, Life Insurance, Team Building, Microsoft Office, 401k Rollovers, Sales, Disability Insurance, Customer Service, Public Speaking, Marketing, Retirement
Education
University of South Alabama 2006 — 2010
Bachelor's degree, Marketing
Fairhope High School
Matt Dowless's New York Life Insurance Company Experience August 2002 - January 2003
Job Retail / Small Business Credit Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company September 2008 - March 2010
Wachovia, A Wells Fargo Company July 2007 - September 2008
Wachovia, A Wells Fargo Company June 2006 - June 2007
Wachovia, A Wells Fargo Company April 2004 - June 2006
American National Property and Casualty January 2003 - April 2004
New York Life Insurance Company August 2002 - January 2003
Morris Wireless January 2001 - January 2002
Skills
Credit, Finance, Portfolio Management, Risk Management, Underwriting, Insurance, Management, Loans, Commercial Lending, Sales, Credit Analysis
Education
University of South Carolina - The Moore School of Business 1996 — 2000
Bachelor of Science (B.S.), Marketing / Management
South Bankers School
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company September 2008 - March 2010
Wachovia, A Wells Fargo Company July 2007 - September 2008
Wachovia, A Wells Fargo Company June 2006 - June 2007
Wachovia, A Wells Fargo Company April 2004 - June 2006
American National Property and Casualty January 2003 - April 2004
New York Life Insurance Company August 2002 - January 2003
Morris Wireless January 2001 - January 2002
Skills
Credit, Finance, Portfolio Management, Risk Management, Underwriting, Insurance, Management, Loans, Commercial Lending, Sales, Credit Analysis
Education
University of South Carolina - The Moore School of Business 1996 — 2000
Bachelor of Science (B.S.), Marketing / Management
South Bankers School
Joshua Kong Joshua Kong's New York Life Insurance Company Experience June 2012 - August 2012
Job Audit Associate at JLK Rosenberger LLP CPAs
Industry Accounting
Experience
JLK Rosenberger LLP CPAs September 2014 - Present
SERVC June 2013 - August 2013
USC Auxiliary Services August 2012 - May 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Microsoft Office, Photoshop, QuickBooks, Accounting, Microsoft Excel, PowerPoint, Social Networking, Research, Microsoft Word, Social Media
Education
University of Southern California 2012 — 2014
Bachelor of Science (BS), Accounting
JLK Rosenberger LLP CPAs September 2014 - Present
SERVC June 2013 - August 2013
USC Auxiliary Services August 2012 - May 2013
New York Life Insurance Company June 2012 - August 2012
Skills
Microsoft Office, Photoshop, QuickBooks, Accounting, Microsoft Excel, PowerPoint, Social Networking, Research, Microsoft Word, Social Media
Education
University of Southern California 2012 — 2014
Bachelor of Science (BS), Accounting
Orlando Espino Jr. Orlando Espino Jr.'s New York Life Insurance Company Experience December 2014 - Present
Job Member Service Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
AT&T September 2013 - November 2014
Northwestern Mutual April 2014 - August 2014
Prudential Financial December 2013 - March 2014
University of South Florida December 2012 - February 2014
Skills
Investments, Investment Research, Equity Research, Customer Service, Management, Microsoft Excel, Financial Analysis, Financial Advisory, Financial Services, Market Research, Teamwork, Friendly Personality, Training, Access
Education
University of South Florida 2011 — 2014
BS Finance, Business Administration and Management, General, 3.1
Forest Hill Community High School 2007 — 2011
New York Life Insurance Company December 2014 - Present
AT&T September 2013 - November 2014
Northwestern Mutual April 2014 - August 2014
Prudential Financial December 2013 - March 2014
University of South Florida December 2012 - February 2014
Skills
Investments, Investment Research, Equity Research, Customer Service, Management, Microsoft Excel, Financial Analysis, Financial Advisory, Financial Services, Market Research, Teamwork, Friendly Personality, Training, Access
Education
University of South Florida 2011 — 2014
BS Finance, Business Administration and Management, General, 3.1
Forest Hill Community High School 2007 — 2011
Leslie Paredes Leslie Paredes's New York Life Insurance Company Experience July 2015 - Present
Job Marketing Strategist, NonProfit Champion
Industry Online Media
Experience
New York Life Insurance Company July 2015 - Present
The Heights Collective February 2014 - Present
Matter Labs LLC June 2011 - June 2015
Arte Coop June 2012 - January 2014
Ultimate Medical Academy June 2010 - May 2011
Creative Loafing April 2006 - August 2006
Tampa Bay Times - Times Publishing Co September 2004 - December 2005
Skills
Blogging, Web Content, News Writing, Feature Articles, Creative Writing, Poetry, Copy Editing, Social Media, Editing, Press Releases, Editorial, Public Relations, Journalism, Copywriting, Newspaper, Web Design, Web Development, Mobile Applications, HTML 5, CSS3, JavaScript, Newspapers, Graphic Design, Dreamweaver, InDesign, Illustrator, WordPress, Digital Media, CSS, Marketing, Social Media Marketing, Social Networking, Management, Advertising, Email Marketing
Education
University of South Florida 2004 — 2009
Bachelor's of Arts, Creative Writing and Economics
Poynter Institute 2003 — 2003
New York Life Insurance Company July 2015 - Present
The Heights Collective February 2014 - Present
Matter Labs LLC June 2011 - June 2015
Arte Coop June 2012 - January 2014
Ultimate Medical Academy June 2010 - May 2011
Creative Loafing April 2006 - August 2006
Tampa Bay Times - Times Publishing Co September 2004 - December 2005
Skills
Blogging, Web Content, News Writing, Feature Articles, Creative Writing, Poetry, Copy Editing, Social Media, Editing, Press Releases, Editorial, Public Relations, Journalism, Copywriting, Newspaper, Web Design, Web Development, Mobile Applications, HTML 5, CSS3, JavaScript, Newspapers, Graphic Design, Dreamweaver, InDesign, Illustrator, WordPress, Digital Media, CSS, Marketing, Social Media Marketing, Social Networking, Management, Advertising, Email Marketing
Education
University of South Florida 2004 — 2009
Bachelor's of Arts, Creative Writing and Economics
Poynter Institute 2003 — 2003
Jenna Richey Payne, CPA Jenna Richey Payne, CPA's New York Life Insurance Company Experience September 2010 - January 2015
Job President/Owner at Payne Consulting Services
Industry Financial Services
Experience
Payne Consulting Services June 2015 - Present
New York Life Insurance Company September 2010 - January 2015
PwC January 2006 - September 2010
Skills
Internal Controls, SEC filings, Financial Analysis, US GAAP, Accounting, CPA, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, GAAP, General Ledger, External Audit, Small Business...
Education
University of South Florida 2002 — 2005
Payne Consulting Services June 2015 - Present
New York Life Insurance Company September 2010 - January 2015
PwC January 2006 - September 2010
Skills
Internal Controls, SEC filings, Financial Analysis, US GAAP, Accounting, CPA, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, GAAP, General Ledger, External Audit, Small Business...
Education
University of South Florida 2002 — 2005
Jean Quisenberry Jean Quisenberry's New York Life Insurance Company Experience 2000 - 2002
Job Fisher Brown Bottrell Insurance, Inc.
Industry Financial Services
Experience
Fisher Brown Bottrell Insurance Inc. October 2011 - Present
Fisher Brown Bottrell Insurance Inc March 2009 - October 2011
Fisher Brown Bottrell Insurance Inc July 2007 - March 2009
American Family Insurance 2002 - 2004
New York Life Insurance Company 2000 - 2002
Skills
Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Business Analysis, Microsoft Excel, Account Management, New Business Development, Business Development, Team Building, Sales Management, Insurance, Strategic Planning, Liability, Commercial Insurance, Coaching, Underwriting, Marketing, Budgets, Marketing Strategy, Contract Negotiation, Property & Casualty..., Legal Liability, Business Strategy, Marketing Management, Social Media, Social Networking
Education
University of South Florida
Science
Fisher Brown Bottrell Insurance Inc. October 2011 - Present
Fisher Brown Bottrell Insurance Inc March 2009 - October 2011
Fisher Brown Bottrell Insurance Inc July 2007 - March 2009
American Family Insurance 2002 - 2004
New York Life Insurance Company 2000 - 2002
Skills
Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Business Analysis, Microsoft Excel, Account Management, New Business Development, Business Development, Team Building, Sales Management, Insurance, Strategic Planning, Liability, Commercial Insurance, Coaching, Underwriting, Marketing, Budgets, Marketing Strategy, Contract Negotiation, Property & Casualty..., Legal Liability, Business Strategy, Marketing Management, Social Media, Social Networking
Education
University of South Florida
Science
Sharisma Smith Sharisma Smith's New York Life Insurance Company Experience March 2014 - February 2015
Job Operations Analyst at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
New York Life Insurance Company March 2014 - February 2015
USF Foundation- Honors College November 2012 - May 2014
USF Navy ROTC January 2011 - May 2011
St. Lucie Medical Center March 2010 - November 2010
Skills
Computer/Technical..., Customer Service, Communication Skills, Multicultural..., Project Management, Organization &..., Interpersonal..., Critical Thinking, Accounting, Finance, Project Planning, Microsoft Office, Time Management, Analysis, Communication
Education
University of South Florida 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General and Management
The Depository Trust & Clearing Corporation April 2015 - Present
New York Life Insurance Company March 2014 - February 2015
USF Foundation- Honors College November 2012 - May 2014
USF Navy ROTC January 2011 - May 2011
St. Lucie Medical Center March 2010 - November 2010
Skills
Computer/Technical..., Customer Service, Communication Skills, Multicultural..., Project Management, Organization &..., Interpersonal..., Critical Thinking, Accounting, Finance, Project Planning, Microsoft Office, Time Management, Analysis, Communication
Education
University of South Florida 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General and Management
Courtney Pledge Courtney Pledge's New York Life Insurance Company Experience October 2008 - August 2010
Job Government Account Executive at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless August 2010 - Present
New York Life Insurance Company October 2008 - August 2010
PricewaterhouseCoopers 2005 - 2007
Skills
Cold Calling, Account Management, Direct Sales, Customer Service, B2B, Sales Presentations, Contract Negotiation, Telecommunications, Sales, Leadership, Public Speaking, Solution Selling
Education
University of South Florida
Bachelor’s Degree, Economics
Verizon Wireless August 2010 - Present
New York Life Insurance Company October 2008 - August 2010
PricewaterhouseCoopers 2005 - 2007
Skills
Cold Calling, Account Management, Direct Sales, Customer Service, B2B, Sales Presentations, Contract Negotiation, Telecommunications, Sales, Leadership, Public Speaking, Solution Selling
Education
University of South Florida
Bachelor’s Degree, Economics
Candace Laughlin Candace Laughlin's New York Life Insurance Company Experience March 1995 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1995 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Long-term Care, IRAs, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Retirement, College Savings Plans, Key Person Protection, Guaranteed Lifetime..., Universal Life, Buy-sell Agreements, Insurance, Roth IRA, Wealth Accumulation, Estate Planning, Series 6, Variable Annuities, Key Person Insurance, Permanent Life Insurance, 401k Rollovers
Education
Isabelle Buckley
5-8
Marlborough
USC
Bachelor of Arts (B.A.), English Lit/ Theatre
New York Life Insurance Company March 1995 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Long-term Care, IRAs, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Retirement, College Savings Plans, Key Person Protection, Guaranteed Lifetime..., Universal Life, Buy-sell Agreements, Insurance, Roth IRA, Wealth Accumulation, Estate Planning, Series 6, Variable Annuities, Key Person Insurance, Permanent Life Insurance, 401k Rollovers
Education
Isabelle Buckley
5-8
Marlborough
USC
Bachelor of Arts (B.A.), English Lit/ Theatre
Aanchal Advani Aanchal Advani's New York Life Insurance Company Experience August 2005 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2005 - Present
Duetsche Bank October 2002 - February 2005
Orange County Sheriff's Department February 2001 - August 2002
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, Term Life Insurance, Disability Insurance, Long-term Care, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Investments, Financial Planners, 401k, Finance
Education
University of Southern California 2000 — 2002
Bachelor of Science (B.S.), Accounting
New York Life Insurance Company August 2005 - Present
Duetsche Bank October 2002 - February 2005
Orange County Sheriff's Department February 2001 - August 2002
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, Term Life Insurance, Disability Insurance, Long-term Care, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Investments, Financial Planners, 401k, Finance
Education
University of Southern California 2000 — 2002
Bachelor of Science (B.S.), Accounting
Pamela Frontera Pamela Frontera's New York Life Insurance Company Experience January 2007 - December 2012
Job Financial Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
New York Life Insurance Company January 2007 - December 2012
JPMorgan Chase January 1998 - December 2008
Skills
Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities
Education
USC
MassMutual Financial Group January 2013 - Present
New York Life Insurance Company January 2007 - December 2012
JPMorgan Chase January 1998 - December 2008
Skills
Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities
Education
USC
Eric Broderick Eric Broderick's New York Life Insurance Company Experience October 2009 - May 2010
Job Financial Professional
Industry Financial Services
Experience
Theodore & Associates, Insurance, Summerville Branch, a division of Goldsmith-Theodore Agency, Inc. September 2014 - Present
The Prudential Insurance Company of America Newark, NJ November 2012 - October 2014
Jackson National Life May 2010 - November 2012
New York Life Insurance Company October 2009 - May 2010
C.H. Robinson Worldwide, Inc. January 2000 - July 2008
E. & J. Gallo Winery 1999 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Financial Analysis, Customer Service, Sales, Retirement Planning, Small Business, Employee Benefits, Social Security, Mutual Funds, Property & Casualty..., Long-term Care, Medicare, Variable Annuities, Series 6, Series 63, Disability Insurance, Risk Management, Finance, Retirement, Term Life Insurance, Account Management, Team Building, Health Insurance, Long Term Care Insurance, Estate Planning, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Investments, IRAs, Underwriting, Wealth Accumulation, Roth IRA
Education
University of South Carolina-Aiken 1994 — 1998
B.S., Business Administration concentration in Management
Summerville High School
Theodore & Associates, Insurance, Summerville Branch, a division of Goldsmith-Theodore Agency, Inc. September 2014 - Present
The Prudential Insurance Company of America Newark, NJ November 2012 - October 2014
Jackson National Life May 2010 - November 2012
New York Life Insurance Company October 2009 - May 2010
C.H. Robinson Worldwide, Inc. January 2000 - July 2008
E. & J. Gallo Winery 1999 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Financial Analysis, Customer Service, Sales, Retirement Planning, Small Business, Employee Benefits, Social Security, Mutual Funds, Property & Casualty..., Long-term Care, Medicare, Variable Annuities, Series 6, Series 63, Disability Insurance, Risk Management, Finance, Retirement, Term Life Insurance, Account Management, Team Building, Health Insurance, Long Term Care Insurance, Estate Planning, Financial Services, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Investments, IRAs, Underwriting, Wealth Accumulation, Roth IRA
Education
University of South Carolina-Aiken 1994 — 1998
B.S., Business Administration concentration in Management
Summerville High School
Blythe Adams Blythe Adams's New York Life Insurance Company Experience February 2009 - May 2009
Job Business Analyst at AgFirst Farm Credit Bank
Industry Information Technology and Services
Experience
AgFirst Farm Credit Bank March 2014 - Present
CSC May 2009 - March 2014
New York Life Insurance Company February 2009 - May 2009
CSC June 2008 - September 2008
Skills
Business Requirements, Business Process Testing, Project Management, Software Project..., IT Project Lifecycle, Microsoft Office, System Design, Communication, Multiple Projects..., Interpersonal..., Written & Oral..., Business Analysis, SDLC, Interviews, Visio, Requirements Analysis, Vendor Management
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
AgFirst Farm Credit Bank March 2014 - Present
CSC May 2009 - March 2014
New York Life Insurance Company February 2009 - May 2009
CSC June 2008 - September 2008
Skills
Business Requirements, Business Process Testing, Project Management, Software Project..., IT Project Lifecycle, Microsoft Office, System Design, Communication, Multiple Projects..., Interpersonal..., Written & Oral..., Business Analysis, SDLC, Interviews, Visio, Requirements Analysis, Vendor Management
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Matthew Raehn Matthew Raehn's New York Life Insurance Company Experience March 2010 - March 2011
Job Business Development Manager at Aerotek E&E
Industry Staffing and Recruiting
Experience
Aerotek July 2014 - Present
Aerotek June 2014 - July 2014
Aerotek September 2013 - June 2014
Aerotek April 2012 - September 2013
Aerotek March 2011 - April 2012
New York Life Insurance Company March 2010 - March 2011
Education
University of South Carolina-Columbia 2005 — 2009
B.S., Corporate Finance & Entrepreneurial Management
Aerotek July 2014 - Present
Aerotek June 2014 - July 2014
Aerotek September 2013 - June 2014
Aerotek April 2012 - September 2013
Aerotek March 2011 - April 2012
New York Life Insurance Company March 2010 - March 2011
Education
University of South Carolina-Columbia 2005 — 2009
B.S., Corporate Finance & Entrepreneurial Management
John Mackarey's New York Life Insurance Company Experience November 1996 - Present
Job Agent | New York Life
Industry Financial Services
Experience
New York Life Insurance Company November 1996 - Present
Education
Scranton Central High School 1982 — 1986
University of Scranton
Bachelor of Science (B.S.)
New York Life Insurance Company November 1996 - Present
Education
Scranton Central High School 1982 — 1986
University of Scranton
Bachelor of Science (B.S.)
Clifford Marks, LUTCF Clifford Marks, LUTCF's New York Life Insurance Company Experience March 2002 - Present
Job Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2002 - Present
Nylife Securities LLC January 2000 - Present
NYLIFE Securities, LLC April 2000 - March 2014
Skills
Small Business, Insurance, 401k Rollovers, Key Person Protection, Annuity Sales, Gifting Strategies, Legacies, Wealth Preservation..., Licensed Life Insurance..., Retirement Planning, Estate Planning, Retirement, Securities, Fixed Annuities, IRAs, Strategic Financial..., Life Insurance, College Savings Plans, Disability Insurance, Term Life Insurance, Investments, Guaranteed Lifetime..., Long Term Care Insurance, Roth IRA, Long-term Care, 529 Plans, Wealth Accumulation, Variable Annuities, SEP IRA, College Funding..., Permanent Life Insurance, Employee Benefits, Mutual Funds, Series 63, Traditional IRA, Simple IRA, Variable Life, Protection..., Buy-sell Agreements, Key Person Insurance, Series 6, Education Funding, Wealth Accumulation..., Executive Benefit..., Rollovers, Personal Financial..., Multi-generational..., Retirement Plan..., Retirement Savings, Universal Life
Education
University of South Alabama
New York Life Insurance Company March 2002 - Present
Nylife Securities LLC January 2000 - Present
NYLIFE Securities, LLC April 2000 - March 2014
Skills
Small Business, Insurance, 401k Rollovers, Key Person Protection, Annuity Sales, Gifting Strategies, Legacies, Wealth Preservation..., Licensed Life Insurance..., Retirement Planning, Estate Planning, Retirement, Securities, Fixed Annuities, IRAs, Strategic Financial..., Life Insurance, College Savings Plans, Disability Insurance, Term Life Insurance, Investments, Guaranteed Lifetime..., Long Term Care Insurance, Roth IRA, Long-term Care, 529 Plans, Wealth Accumulation, Variable Annuities, SEP IRA, College Funding..., Permanent Life Insurance, Employee Benefits, Mutual Funds, Series 63, Traditional IRA, Simple IRA, Variable Life, Protection..., Buy-sell Agreements, Key Person Insurance, Series 6, Education Funding, Wealth Accumulation..., Executive Benefit..., Rollovers, Personal Financial..., Multi-generational..., Retirement Plan..., Retirement Savings, Universal Life
Education
University of South Alabama
Clee Ezell Clee Ezell's New York Life Insurance Company Experience November 2011 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2011 - Present
Skills
Pensions, Variance Analysis, Accounts Receivable, Succession Planning, Credit Analysis
Education
University of South Alabama 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Baker High School 2001 — 2005
New York Life Insurance Company November 2011 - Present
Skills
Pensions, Variance Analysis, Accounts Receivable, Succession Planning, Credit Analysis
Education
University of South Alabama 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Baker High School 2001 — 2005
Michael R. Gigantino Michael R. Gigantino's New York Life Insurance Company Experience May 2009 - June 2011
Job Managing Director at Symmetry Financial Services LLC
Industry Financial Services
Experience
Symmetry Financial Services LLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - February 2013
New York Life Insurance Company May 2009 - June 2011
NYLIFE Securities LLC. May 2009 - June 2011
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Retirement Plan..., Financial Management..., Life Insurance, Financial Markets, Retirement, Financial Services, Mutual Funds, Series 63, Series 7, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Securities, Wealth Management
Education
University of Scranton 2004 — 2008
Bachelor of Science (B.S.), Finance
Symmetry Financial Services LLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - February 2013
New York Life Insurance Company May 2009 - June 2011
NYLIFE Securities LLC. May 2009 - June 2011
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Retirement Plan..., Financial Management..., Life Insurance, Financial Markets, Retirement, Financial Services, Mutual Funds, Series 63, Series 7, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Securities, Wealth Management
Education
University of Scranton 2004 — 2008
Bachelor of Science (B.S.), Finance
Wai Miks's New York Life Insurance Company Experience December 2010 - April 2013
Job Regional Sales VP
Industry Insurance
Experience
The Prudential Insurance Company of America May 2013 - Present
New York Life Insurance Company December 2010 - April 2013
Diversified Financial Concepts, Inc. May 1989 - December 2010
Education
University of Southern California 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Chatsworth High School 1982 — 1985
The Prudential Insurance Company of America May 2013 - Present
New York Life Insurance Company December 2010 - April 2013
Diversified Financial Concepts, Inc. May 1989 - December 2010
Education
University of Southern California 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Chatsworth High School 1982 — 1985
Allen Brown, MBA's New York Life Insurance Company Experience 2010 - 2012
Job Metropolitan Columbia Area Financial Advisor
Industry Financial Services
Experience
MetLife 2012 - 2015
New York Life Insurance Company 2010 - 2012
Growing Home Southeast 2007 - 2012
South Carolina Community Bank 2008 - 2009
South Carolina Community Bank 2008 - 2009
Allied Air Enterprises, Inc. 2007 - 2008
Greater Columbia Chamber of Commerce 2006 - 2008
Integrated Financial Services 2007 - 2007
BB&T January 2005 - December 2006
SC Military Department Office of the Adjutant General 2001 - 2005
Skills
Leadership, Analysis, Finance, Training, Insurance, Employee Benefits, Management Consulting, Program Management, Portfolio Management, Cross-functional Team..., Leadership Development, Financial Services, Management, Coaching, Project Planning
Education
Walden University 2009 — 2015
PhD, Finance-Risk Management
Villanova University 2008 — 2008
Six Sigma Green Belt Certification
Webster University 2003 — 2005
MBA, Finance
University of South Carolina - Darla Moore School of Business 2000 — 2002
B.S., Finance, Mgt. Science, Entreprenuership
University of South Carolina-Columbia 1995 — 2000
B.S., Sport & Entertainment Management
W. J. Keenan High School 1985 — 1989
HS Diploma
MetLife 2012 - 2015
New York Life Insurance Company 2010 - 2012
Growing Home Southeast 2007 - 2012
South Carolina Community Bank 2008 - 2009
South Carolina Community Bank 2008 - 2009
Allied Air Enterprises, Inc. 2007 - 2008
Greater Columbia Chamber of Commerce 2006 - 2008
Integrated Financial Services 2007 - 2007
BB&T January 2005 - December 2006
SC Military Department Office of the Adjutant General 2001 - 2005
Skills
Leadership, Analysis, Finance, Training, Insurance, Employee Benefits, Management Consulting, Program Management, Portfolio Management, Cross-functional Team..., Leadership Development, Financial Services, Management, Coaching, Project Planning
Education
Walden University 2009 — 2015
PhD, Finance-Risk Management
Villanova University 2008 — 2008
Six Sigma Green Belt Certification
Webster University 2003 — 2005
MBA, Finance
University of South Carolina - Darla Moore School of Business 2000 — 2002
B.S., Finance, Mgt. Science, Entreprenuership
University of South Carolina-Columbia 1995 — 2000
B.S., Sport & Entertainment Management
W. J. Keenan High School 1985 — 1989
HS Diploma
Jeremy Dowiak Jeremy Dowiak's New York Life Insurance Company Experience June 2008 - August 2010
Job Distribution at MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields March 2013 - Present
MacKay Shields November 2012 - March 2013
Universal Lacrosse Company July 2011 - August 2012
New York Life Insurance Company June 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Leadership, Sales
Education
University of Scranton 2007 — 2011
BS, Marketing
NYU School of Continuing and Professional Studies 2012 — 2013
Certificate - Human Capital Management
MacKay Shields March 2013 - Present
MacKay Shields November 2012 - March 2013
Universal Lacrosse Company July 2011 - August 2012
New York Life Insurance Company June 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Leadership, Sales
Education
University of Scranton 2007 — 2011
BS, Marketing
NYU School of Continuing and Professional Studies 2012 — 2013
Certificate - Human Capital Management
Joanne Brookins Joanne Brookins's New York Life Insurance Company Experience March 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company March 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Employee Benefits, Income Protection, Licensed in Long Term..., Retirement Income..., Small Business, Succession Planning, Business Insurance
Education
University of South Florida
Bachelor of Arts (B.A.), Psychology
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company March 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Employee Benefits, Income Protection, Licensed in Long Term..., Retirement Income..., Small Business, Succession Planning, Business Insurance
Education
University of South Florida
Bachelor of Arts (B.A.), Psychology
Tammy Gerber Tammy Gerber's New York Life Insurance Company Experience 1995 - 2007
Job Front Office staff and insurance specialist at Pettigu counseling
Industry Mental Health Care
Experience
Pettigu counseling August 2008 - Present
New York Life Insurance Company 1995 - 2007
Education
University of South Carolina-Columbia
Bachelor of Social Sciences
Pettigu counseling August 2008 - Present
New York Life Insurance Company 1995 - 2007
Education
University of South Carolina-Columbia
Bachelor of Social Sciences
Tom Toups Tom Toups's New York Life Insurance Company Experience December 2014 - Present
Job Senior Associate Software Development at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company June 2014 - December 2014
PSCU July 2013 - June 2014
UL April 2013 - May 2013
Universal Health Care January 2012 - March 2013
Serve.com, by American Express January 2011 - December 2011
University of South Florida May 2010 - December 2011
Suncoast Solutions April 2010 - January 2011
University of South Florida August 2008 - April 2010
Raymond James Financial Inc. March 2006 - August 2008
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, WCF, SQL, JavaScript, Visual Studio, Web Services, XML, Software Development, ASP.NET MVC, jQuery, SDLC, SharePoint, VB.NET, Data Warehousing, Agile Methodologies, TFS, CSS, HTML 5, T-SQL, SSIS, PL/SQL, Scrum, IIS, Access, Web Applications, AJAX, Oracle, Visual Basic, Sitecore
Education
University of South Florida 2010 — 2011
Master of Science, Information Systems
University of South Florida 2008 — 2010
Bachelor of Science, Information Technology, General Business
Hillsborough Community College 2006 — 2007
AS, Computer Programming and Applications
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company June 2014 - December 2014
PSCU July 2013 - June 2014
UL April 2013 - May 2013
Universal Health Care January 2012 - March 2013
Serve.com, by American Express January 2011 - December 2011
University of South Florida May 2010 - December 2011
Suncoast Solutions April 2010 - January 2011
University of South Florida August 2008 - April 2010
Raymond James Financial Inc. March 2006 - August 2008
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, WCF, SQL, JavaScript, Visual Studio, Web Services, XML, Software Development, ASP.NET MVC, jQuery, SDLC, SharePoint, VB.NET, Data Warehousing, Agile Methodologies, TFS, CSS, HTML 5, T-SQL, SSIS, PL/SQL, Scrum, IIS, Access, Web Applications, AJAX, Oracle, Visual Basic, Sitecore
Education
University of South Florida 2010 — 2011
Master of Science, Information Systems
University of South Florida 2008 — 2010
Bachelor of Science, Information Technology, General Business
Hillsborough Community College 2006 — 2007
AS, Computer Programming and Applications
Greg Heffron Greg Heffron's New York Life Insurance Company Experience August 1994 - August 2008
Job Sales and Marketing Professional
Industry Insurance
Experience
Heffron Insurance & Annuity Service 2008 - Present
Atlatl Software February 2013 - June 2014
JamboDoc October 2010 - February 2011
New York Life Insurance Company August 1994 - August 2008
Kimball International 1987 - 1989
Armstrong World Industries 1984 - 1987
Skills
Life Insurance, Retirement Planning, Insurance, Employee Benefits, Retirement, Sales Management, Disability Insurance, Enterprise Software, Sales, Fixed Annuities, Term Life Insurance, Whole Life, Universal Life, Business Apps, Salesforce.com, IRAs, Estate Planning, Roth IRA, Software Project..., Software, Sales Presentations, Quote Preparation, Project Estimation, Public Speaking, Executive Presentation..., Project Management, Construction Management, Carpentry
Education
University of South Carolina-Columbia 1980 — 1984
BS, Marketing & Management Science
Wando High School 1976 — 1980
Heffron Insurance & Annuity Service 2008 - Present
Atlatl Software February 2013 - June 2014
JamboDoc October 2010 - February 2011
New York Life Insurance Company August 1994 - August 2008
Kimball International 1987 - 1989
Armstrong World Industries 1984 - 1987
Skills
Life Insurance, Retirement Planning, Insurance, Employee Benefits, Retirement, Sales Management, Disability Insurance, Enterprise Software, Sales, Fixed Annuities, Term Life Insurance, Whole Life, Universal Life, Business Apps, Salesforce.com, IRAs, Estate Planning, Roth IRA, Software Project..., Software, Sales Presentations, Quote Preparation, Project Estimation, Public Speaking, Executive Presentation..., Project Management, Construction Management, Carpentry
Education
University of South Carolina-Columbia 1980 — 1984
BS, Marketing & Management Science
Wando High School 1976 — 1980
Teah Miller's New York Life Insurance Company Experience June 2012 - August 2012
Job Senior Analyst, Product Control at AM/NS Calvert
Industry Mining & Metals
Experience
AM/NS Calvert March 2015 - Present
AM/NS Calvert February 2014 - March 2015
ThyssenKrupp Steel USA March 2013 - February 2014
New York Life Insurance Company June 2012 - August 2012
Skills
Sales, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Management, Microsoft Word, Budgets, Outlook, SAP, Public Speaking, Research, Purchasing, Data Analysis, Social Networking, Marketing, Sales Management, Retirement Planning, Insurance, Facebook, Pricing Analysis, Automotive, Inside Sales
Education
University of South Alabama 2009 — 2012
Bachelor of Science, Finance, General
Citronelle High School 2005 — 2009
Advanced with Honors, General
AM/NS Calvert March 2015 - Present
AM/NS Calvert February 2014 - March 2015
ThyssenKrupp Steel USA March 2013 - February 2014
New York Life Insurance Company June 2012 - August 2012
Skills
Sales, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Management, Microsoft Word, Budgets, Outlook, SAP, Public Speaking, Research, Purchasing, Data Analysis, Social Networking, Marketing, Sales Management, Retirement Planning, Insurance, Facebook, Pricing Analysis, Automotive, Inside Sales
Education
University of South Alabama 2009 — 2012
Bachelor of Science, Finance, General
Citronelle High School 2005 — 2009
Advanced with Honors, General
Fuat Bagsever Fuat Bagsever's New York Life Insurance Company Experience September 2013 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC January 2010 - September 2013
Skills
Leadership, Recruiting, Training, Coaching, Management, Sales Management, Small Business, Customer Retention, Cold Calling, Sales Process, Marketing, Succession Planning, Retirement Planning, Entrepreneurship, Salesforce.com
Education
University of South Florida 2006 — 2009
Bachelor of Science (B.S.)
St. Johns University 2005 — 2006
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC January 2010 - September 2013
Skills
Leadership, Recruiting, Training, Coaching, Management, Sales Management, Small Business, Customer Retention, Cold Calling, Sales Process, Marketing, Succession Planning, Retirement Planning, Entrepreneurship, Salesforce.com
Education
University of South Florida 2006 — 2009
Bachelor of Science (B.S.)
St. Johns University 2005 — 2006
RJ Salicco's New York Life Insurance Company Experience November 2011 - Present
Job Software Developer
Industry Information Technology and Services
Experience
New York Life Insurance Company November 2011 - Present
Axiomatic IT Incorporated November 2006 - Present
AEGON / Transamerica February 2009 - November 2011
Hudson Highland Group July 2007 - February 2009
Gentiva Health Services October 2006 - July 2007
Hudson Highland Group March 2006 - October 2006
Lebhar-Friedman July 2004 - March 2006
Skills
Java, Groovy, JavaScript, Java Enterprise Edition, Grails, Spring, Hibernate, Hazelcast, JUnit, Ant, Maven, Gradle, Tomcat, Subversion, Git, Github, jQuery, HTML, XML, CSS
Education
University of South Florida 2012 — 2015
Master's Degree, Information Technology
University of South Florida 1996 — 2005
Bachelor's Degree, Information Technology
New York Life Insurance Company November 2011 - Present
Axiomatic IT Incorporated November 2006 - Present
AEGON / Transamerica February 2009 - November 2011
Hudson Highland Group July 2007 - February 2009
Gentiva Health Services October 2006 - July 2007
Hudson Highland Group March 2006 - October 2006
Lebhar-Friedman July 2004 - March 2006
Skills
Java, Groovy, JavaScript, Java Enterprise Edition, Grails, Spring, Hibernate, Hazelcast, JUnit, Ant, Maven, Gradle, Tomcat, Subversion, Git, Github, jQuery, HTML, XML, CSS
Education
University of South Florida 2012 — 2015
Master's Degree, Information Technology
University of South Florida 1996 — 2005
Bachelor's Degree, Information Technology
John DeLong John DeLong's New York Life Insurance Company Experience August 2009 - February 2010
Job Actor
Industry Entertainment
Experience
Self-Employed August 2000 - Present
New York Life Insurance Company August 2009 - February 2010
Premier Adjusting Company October 2005 - August 2009
Sirius Technical Services August 2007 - April 2008
Serenity Now Massage Therapy January 1999 - January 2008
University of South Alabama September 2003 - July 2004
Skills
Writing, Sales, Customer Service, Temporary Placement, Insurance, Payroll, New Business Development, Construction, Recruiting, Resume Writing, Human Resources, Coaching, Microsoft Office, Outlook, Microsoft Excel, Employee Relations, Time Management, Film, Marketing
Education
University of South Alabama 1991 — 1996
B.S., Geology
University of South Alabama 1991 — 1996
BS, Geology
Self-Employed August 2000 - Present
New York Life Insurance Company August 2009 - February 2010
Premier Adjusting Company October 2005 - August 2009
Sirius Technical Services August 2007 - April 2008
Serenity Now Massage Therapy January 1999 - January 2008
University of South Alabama September 2003 - July 2004
Skills
Writing, Sales, Customer Service, Temporary Placement, Insurance, Payroll, New Business Development, Construction, Recruiting, Resume Writing, Human Resources, Coaching, Microsoft Office, Outlook, Microsoft Excel, Employee Relations, Time Management, Film, Marketing
Education
University of South Alabama 1991 — 1996
B.S., Geology
University of South Alabama 1991 — 1996
BS, Geology
Jonathan Fernandes's New York Life Insurance Company Experience August 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 August 2015 - Present
Killgore Pearlman Stamp Ornstein & Squires November 2013 - July 2015
Healthcare Scouts April 2013 - June 2013
Enterprise Rent-A-Car January 2011 - March 2013
USF Housing and Residential Services January 2008 - August 2010
The Navigators August 2006 - August 2010
Skills
Leadership, Recruiting, Management, Employee Training, Sales, Leadership Development, Team Leadership, Team Building, Customer Service, Project Management, Customer Satisfaction, Coaching, Human Resources, Development Of Employees, Long Term Relationship..., Cold Calling, Accounts Receivable, Retail Sales, Customer Retention, Key Account..., Key Account Development, Team Management
Education
University of South Florida
Bachelor of Arts (BA), Social Sciences
New York Life Insurance Company August 2015 - Present
Killgore Pearlman Stamp Ornstein & Squires November 2013 - July 2015
Healthcare Scouts April 2013 - June 2013
Enterprise Rent-A-Car January 2011 - March 2013
USF Housing and Residential Services January 2008 - August 2010
The Navigators August 2006 - August 2010
Skills
Leadership, Recruiting, Management, Employee Training, Sales, Leadership Development, Team Leadership, Team Building, Customer Service, Project Management, Customer Satisfaction, Coaching, Human Resources, Development Of Employees, Long Term Relationship..., Cold Calling, Accounts Receivable, Retail Sales, Customer Retention, Key Account..., Key Account Development, Team Management
Education
University of South Florida
Bachelor of Arts (BA), Social Sciences
Holly Herbert's New York Life Insurance Company Experience July 2012 - November 2012
Job Life Insurance Sales Support Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2012 - Present
New York Life Insurance Company July 2012 - November 2012
ING Annuity and Asset Sales 2008 - July 2012
ING December 2008 - July 2011
ING December 2007 - November 2008
ING April 2006 - November 2007
Monogram International September 2005 - January 2006
Skills
Life Insurance, Supplemental Retirement..., Business Owner and..., Series 6, Series 63, Life & Health Insurance..., Fundrasing (charitible), Non-profit Volunteer, Certified Nursing..., Basic Life Support...
Education
University of South Florida 2000 — 2004
B.A., Honors English
Principal Financial Group November 2012 - Present
New York Life Insurance Company July 2012 - November 2012
ING Annuity and Asset Sales 2008 - July 2012
ING December 2008 - July 2011
ING December 2007 - November 2008
ING April 2006 - November 2007
Monogram International September 2005 - January 2006
Skills
Life Insurance, Supplemental Retirement..., Business Owner and..., Series 6, Series 63, Life & Health Insurance..., Fundrasing (charitible), Non-profit Volunteer, Certified Nursing..., Basic Life Support...
Education
University of South Florida 2000 — 2004
B.A., Honors English
Joey Pietrantoni Joey Pietrantoni's New York Life Insurance Company Experience June 2009 - May 2011
Job Territory Manager
Industry Medical Devices
Experience
Maquet Getinge Group April 2015 - Present
Sequoia Retail Systems March 2014 - April 2015
RJ Reynolds November 2011 - December 2013
MassMutual Financial Group May 2011 - November 2011
New York Life Insurance Company June 2009 - May 2011
Avista Solutions, Inc. September 2007 - May 2009
Skills
Sales, Marketing, Customer Service, Business Development, Cold Calling
Education
University of South Carolina-Columbia 2006 — 2009
Bachelors of Science, Business Administration, Marketing & Management
Maquet Getinge Group April 2015 - Present
Sequoia Retail Systems March 2014 - April 2015
RJ Reynolds November 2011 - December 2013
MassMutual Financial Group May 2011 - November 2011
New York Life Insurance Company June 2009 - May 2011
Avista Solutions, Inc. September 2007 - May 2009
Skills
Sales, Marketing, Customer Service, Business Development, Cold Calling
Education
University of South Carolina-Columbia 2006 — 2009
Bachelors of Science, Business Administration, Marketing & Management
Patrick Crowell Patrick Crowell's New York Life Insurance Company Experience July 2011 - January 2012
Job New York Life Insurance Agent
Industry Insurance
Experience
New York Life Insurance Company July 2011 - January 2012
Education
University of Scranton 2007 — 2011
BA, Philosophy, History
New York Life Insurance Company July 2011 - January 2012
Education
University of Scranton 2007 — 2011
BA, Philosophy, History
Darrin Skinner Darrin Skinner's New York Life Insurance Company Experience April 2011 - Present
Job Specialty Sales Representative at Vertical Pharmaceuticals
Industry Pharmaceuticals
Experience
Vertical Pharmaceuticals September 2012 - Present
New York Life Insurance Company April 2011 - Present
D C Skinner Painting & Contracting January 2009 - Present
Ther-Rx Corporation November 2006 - March 2009
2006Janssen Pharmaceutica, Johnson & Johnson Inc March 2003 - November 2006
U.S. Army John F April 2000 - March 2003
U.S. Army Special Operations Command January 2000 - January 2002
U.S. Army Corps January 1999 - January 2000
HHC, 701 MSB January 1997 - June 1998
Education
University of South Carolina-Columbia 1985 — 1989
University of South Carolina
BA, Psychology
Vertical Pharmaceuticals September 2012 - Present
New York Life Insurance Company April 2011 - Present
D C Skinner Painting & Contracting January 2009 - Present
Ther-Rx Corporation November 2006 - March 2009
2006Janssen Pharmaceutica, Johnson & Johnson Inc March 2003 - November 2006
U.S. Army John F April 2000 - March 2003
U.S. Army Special Operations Command January 2000 - January 2002
U.S. Army Corps January 1999 - January 2000
HHC, 701 MSB January 1997 - June 1998
Education
University of South Carolina-Columbia 1985 — 1989
University of South Carolina
BA, Psychology
Carol Joseph Carol Joseph's New York Life Insurance Company Experience October 2014 - Present
Job Recruiter at New York Life Insurance Company
Industry Staffing and Recruiting
Experience
New York Life Insurance Company October 2014 - Present
Ocean Optics September 2014 - October 2014
Catalina Marketing May 2013 - August 2014
Jabil May 2011 - May 2013
PwC August 2010 - May 2011
Environmental Potentials North America June 2005 - August 2010
VeriFone June 2004 - June 2005
Honeywell Aerospace August 2002 - May 2004
Skills
Applicant Tracking..., Employee Relations, Talent Acquisition, Talent Management, Onboarding, Change Management, Hiring, Executive Search, HRIS, Training, Interviews, Project Management, HR Policies, Human Resources, Leadership, Benefits Administration, Deferred Compensation, Contract Recruitment, HR Transformation, Vendor Management, Employee Benefits, Performance Appraisal, Organizational..., College Recruiting, PeopleSoft, Personnel Management, Employment Law, HR Consulting, Benefits Negotiation, Succession Planning, Process Improvement, Performance Management, Recruiting, Compensation & Benefit, New Hire Orientations, Employer Branding, Payroll, Organizational..., Sourcing, Workforce Planning, Internet Recruiting, Technical Recruiting, Employee Training, Leadership Development, Organizational Design, Six Sigma, Coaching, Employee Engagement, Labor Relations, Taleo
Education
University of South Florida
BA 1992
University of South Florida
Bachelor of Arts (B.A.)
New York Life Insurance Company October 2014 - Present
Ocean Optics September 2014 - October 2014
Catalina Marketing May 2013 - August 2014
Jabil May 2011 - May 2013
PwC August 2010 - May 2011
Environmental Potentials North America June 2005 - August 2010
VeriFone June 2004 - June 2005
Honeywell Aerospace August 2002 - May 2004
Skills
Applicant Tracking..., Employee Relations, Talent Acquisition, Talent Management, Onboarding, Change Management, Hiring, Executive Search, HRIS, Training, Interviews, Project Management, HR Policies, Human Resources, Leadership, Benefits Administration, Deferred Compensation, Contract Recruitment, HR Transformation, Vendor Management, Employee Benefits, Performance Appraisal, Organizational..., College Recruiting, PeopleSoft, Personnel Management, Employment Law, HR Consulting, Benefits Negotiation, Succession Planning, Process Improvement, Performance Management, Recruiting, Compensation & Benefit, New Hire Orientations, Employer Branding, Payroll, Organizational..., Sourcing, Workforce Planning, Internet Recruiting, Technical Recruiting, Employee Training, Leadership Development, Organizational Design, Six Sigma, Coaching, Employee Engagement, Labor Relations, Taleo
Education
University of South Florida
BA 1992
University of South Florida
Bachelor of Arts (B.A.)
Rick Durkee Rick Durkee's New York Life Insurance Company Experience 1999 - 2001
Job Founder/CEO, Independent Financial Advisor
Industry Financial Services
Experience
Coastal Financial Planning Group May 2005 - Present
MetLife 2001 - 2005
New York Life Insurance Company 1999 - 2001
Prudential Insurance Company January 1989 - January 1999
Education
University of South Carolina - Darla Moore School of Business 1978 — 1981
Bachelor’s Degree, Business Administration/Marketing
Life Underwriter Training Council 1991 — 1994
Life Underwriter Training Council
Convenant Group
Elite Advisor Practice Development program
Coastal Financial Planning Group May 2005 - Present
MetLife 2001 - 2005
New York Life Insurance Company 1999 - 2001
Prudential Insurance Company January 1989 - January 1999
Education
University of South Carolina - Darla Moore School of Business 1978 — 1981
Bachelor’s Degree, Business Administration/Marketing
Life Underwriter Training Council 1991 — 1994
Life Underwriter Training Council
Convenant Group
Elite Advisor Practice Development program
Matt Carson Matt Carson's New York Life Insurance Company Experience October 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
Myrtle Beach Area Chamber of Commerce 2012 - 2014
Walmart June 1995 - September 2010
Ridge Spring Volunteer Fire Department January 1987 - November 1997
Saluda County Sheriff's Office September 1987 - June 1997
Skills
Individual Life..., Long Term Care Insurance, Fixed Immediate &..., Estate Conversion, College Funding, IRA Funding, Retirement Funding, Key Person Protection, Disability Income..., Voluntary Payroll..., Supplemental Life..., Disability Insurance, IRAs, Life Insurance, Retirement Planning, Finance, Fixed Annuities, Asset Protection, Insurance, Term Life Insurance, Customer Service, Microsoft Office, Sales, Small Business, Team Building, Leadership, Management
Education
University of South Carolina-Columbia
Secondary English
W.W.Wyman King Academy
New York Life Insurance Company October 2013 - Present
Myrtle Beach Area Chamber of Commerce 2012 - 2014
Walmart June 1995 - September 2010
Ridge Spring Volunteer Fire Department January 1987 - November 1997
Saluda County Sheriff's Office September 1987 - June 1997
Skills
Individual Life..., Long Term Care Insurance, Fixed Immediate &..., Estate Conversion, College Funding, IRA Funding, Retirement Funding, Key Person Protection, Disability Income..., Voluntary Payroll..., Supplemental Life..., Disability Insurance, IRAs, Life Insurance, Retirement Planning, Finance, Fixed Annuities, Asset Protection, Insurance, Term Life Insurance, Customer Service, Microsoft Office, Sales, Small Business, Team Building, Leadership, Management
Education
University of South Carolina-Columbia
Secondary English
W.W.Wyman King Academy
Ty Erving's New York Life Insurance Company Experience August 2009 - December 2010
Job Agency Director at AIG
Industry Insurance
Experience
AIG December 2010 - Present
New York Life Insurance Company August 2009 - December 2010
Skills
Retirement, Life Insurance, Insurance, Customer Service, Fixed Annuities, Universal Life, Retirement Planning, IRAs, Leadership, Term Life Insurance, Team Building, Microsoft Office, Tax Free Income, Permanent Life Insurance, Accident Insurance, Roth IRA, Wealth Preservation..., 401k Rollovers, Traditional IRA, Indexed Annuities, Guaranteed Lifetime..., Disability Insurance, Employee Benefits, Finance, Health Insurance, Worksite Benefits, Retirement Income, Annuities, Indexed Life Insurance, Long-term Care
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Science (B.S.)
AIG December 2010 - Present
New York Life Insurance Company August 2009 - December 2010
Skills
Retirement, Life Insurance, Insurance, Customer Service, Fixed Annuities, Universal Life, Retirement Planning, IRAs, Leadership, Term Life Insurance, Team Building, Microsoft Office, Tax Free Income, Permanent Life Insurance, Accident Insurance, Roth IRA, Wealth Preservation..., 401k Rollovers, Traditional IRA, Indexed Annuities, Guaranteed Lifetime..., Disability Insurance, Employee Benefits, Finance, Health Insurance, Worksite Benefits, Retirement Income, Annuities, Indexed Life Insurance, Long-term Care
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Science (B.S.)
Joseph A. Malec Joseph A. Malec's New York Life Insurance Company Experience August 2015 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
DAC Integration Inc 2001 - Present
McAdam Financially Advanced™ October 2014 - August 2015
Avaya 2011 - 2013
Avaya Communications 2003 - 2010
DAC Integration 2001 - 2003
Aris Corporation 1997 - 2001
Orange Systems Inc 1995 - 1997
CD Data Corporation 1994 - 1995
Arthur Rutenberg Homes 1987 - 1994
Education
Boca Ciega High School
University of South Florida
Bachelors, Information Systems Management
New York Life Insurance Company August 2015 - Present
DAC Integration Inc 2001 - Present
McAdam Financially Advanced™ October 2014 - August 2015
Avaya 2011 - 2013
Avaya Communications 2003 - 2010
DAC Integration 2001 - 2003
Aris Corporation 1997 - 2001
Orange Systems Inc 1995 - 1997
CD Data Corporation 1994 - 1995
Arthur Rutenberg Homes 1987 - 1994
Education
Boca Ciega High School
University of South Florida
Bachelors, Information Systems Management
Frank Dziobczynski's New York Life Insurance Company Experience August 2010 - December 2010
Job Sales Representative at Stryker Sustainability Solutions
Industry Medical Devices
Experience
Stryker Sustainability Solutions August 2015 - Present
Stryker Sustainability Solutions July 2014 - July 2015
Randstad Technologies US October 2013 - June 2014
Axis Healthcare Staffing January 2013 - October 2013
Brian C. Kelly Contractors December 2009 - August 2012
Augusta National Golf Club April 2011 - April 2012
New York Life Insurance Company August 2010 - December 2010
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Penncrest High School 2004 — 2008
Stryker Sustainability Solutions August 2015 - Present
Stryker Sustainability Solutions July 2014 - July 2015
Randstad Technologies US October 2013 - June 2014
Axis Healthcare Staffing January 2013 - October 2013
Brian C. Kelly Contractors December 2009 - August 2012
Augusta National Golf Club April 2011 - April 2012
New York Life Insurance Company August 2010 - December 2010
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Penncrest High School 2004 — 2008
Brandon Behun Brandon Behun's New York Life Insurance Company Experience June 2012 - December 2012
Job Financial Analyst for The HDH Group
Industry Insurance
Experience
New York Life Insurance Company June 2012 - December 2012
Delta Upsilon Fraternity, University of South Carolina November 2009 - November 2010
Sewickley Hotel, Inc September 2006 - September 2008
Skills
Process Automation, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking, Payroll, Analysis, iPhone, Blackberry, Mac OS X, Windows 7, Finance, iOS, Microsoft Word, Leadership, Research, Management, Sales, Customer Service, Marketing
Education
University of South Carolina - The Moore School of Business 2008 — 2012
BSBA, Investment Finance, Real Estate, 3.213
Sewickley Academy 1993 — 2006
High School Diploma
New York Life Insurance Company June 2012 - December 2012
Delta Upsilon Fraternity, University of South Carolina November 2009 - November 2010
Sewickley Hotel, Inc September 2006 - September 2008
Skills
Process Automation, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking, Payroll, Analysis, iPhone, Blackberry, Mac OS X, Windows 7, Finance, iOS, Microsoft Word, Leadership, Research, Management, Sales, Customer Service, Marketing
Education
University of South Carolina - The Moore School of Business 2008 — 2012
BSBA, Investment Finance, Real Estate, 3.213
Sewickley Academy 1993 — 2006
High School Diploma
J. William Bill Stapleton J. William Bill Stapleton's New York Life Insurance Company Experience June 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Oracle January 2010 - January 2013
Sun Microsystems July 2007 - January 2010
Sun Microsystems March 1999 - July 2007
DecisionOne 1994 - 1999
Skills
Solution Selling, Professional Services, Account Management, Storage, Direct Sales, Selling, Managed Services, New Business Development, Complex Sales, Customer-focused, Relationship Mgmt, Cross Functional Selling, Team-oriented, Contract Negotiation, Positive Can-do Attitude, Outsourcing, Sales Operations, Customer Relations, Customer Insight
Education
University of Scranton
Bachelor of Science (BS), Business Administration
University of Scranton
Bachelor's of Science, Business Administration
New York Life Insurance Company June 2013 - Present
Oracle January 2010 - January 2013
Sun Microsystems July 2007 - January 2010
Sun Microsystems March 1999 - July 2007
DecisionOne 1994 - 1999
Skills
Solution Selling, Professional Services, Account Management, Storage, Direct Sales, Selling, Managed Services, New Business Development, Complex Sales, Customer-focused, Relationship Mgmt, Cross Functional Selling, Team-oriented, Contract Negotiation, Positive Can-do Attitude, Outsourcing, Sales Operations, Customer Relations, Customer Insight
Education
University of Scranton
Bachelor of Science (BS), Business Administration
University of Scranton
Bachelor's of Science, Business Administration
Jolana Fowler Jolana Fowler's New York Life Insurance Company Experience January 2014 - August 2014
Job
Industry Hospitality
Experience
Make-A-Wish® Illinois May 2014 - Present
YMCA of Metropolitan Chicago January 2015 - August 2015
DMK Restaurants June 2014 - January 2015
New York Life Insurance Company January 2014 - August 2014
Coldwell Banker Naples May 2012 - December 2013
Seacrest Country Day School January 2012 - November 2013
YMCA of the Palms May 2010 - September 2013
UC Berkeley October 2012 - July 2013
Berkeley Preparatory School August 2009 - December 2011
Pepin Distributing Company October 2009 - May 2011
Skills
Coaching, Event Planning, Public Speaking, Time Management, Youth Development, Public Relations, Teaching, Sales, Volleyball, Editing, Grant Writing, Research, Fundraising, Social Networking, Nonprofits, Facebook, Volunteer Management, Program Development, Child Development, Staff Development, Community Outreach, Social Media, Leadership, PowerPoint, Creative Writing, Spanish, Student Affairs, Sports, Tutoring, Curriculum Design, Marketing, Higher Education, Recruiting, College Recruiting, Training, Financial Recruiting
Education
University of South Florida 2009 — 2013
Lincoln High School, Stockton, CA
Make-A-Wish® Illinois May 2014 - Present
YMCA of Metropolitan Chicago January 2015 - August 2015
DMK Restaurants June 2014 - January 2015
New York Life Insurance Company January 2014 - August 2014
Coldwell Banker Naples May 2012 - December 2013
Seacrest Country Day School January 2012 - November 2013
YMCA of the Palms May 2010 - September 2013
UC Berkeley October 2012 - July 2013
Berkeley Preparatory School August 2009 - December 2011
Pepin Distributing Company October 2009 - May 2011
Skills
Coaching, Event Planning, Public Speaking, Time Management, Youth Development, Public Relations, Teaching, Sales, Volleyball, Editing, Grant Writing, Research, Fundraising, Social Networking, Nonprofits, Facebook, Volunteer Management, Program Development, Child Development, Staff Development, Community Outreach, Social Media, Leadership, PowerPoint, Creative Writing, Spanish, Student Affairs, Sports, Tutoring, Curriculum Design, Marketing, Higher Education, Recruiting, College Recruiting, Training, Financial Recruiting
Education
University of South Florida 2009 — 2013
Lincoln High School, Stockton, CA
Laura Bassett Laura Bassett's New York Life Insurance Company Experience January 1992 - April 1993
Job President at Bassett Real Estate Group, Inc.
Industry Real Estate
Experience
Bassett Real Estate Group, Inc. March 2007 - Present
Bassett Real Estate Group, Inc. March 2007 - Present
New York Life Insurance Company January 1992 - April 1993
Skills
Customer Service, Social Media, Negotiation, Social Networking, Sales, Marketing, Networking, Social Media Marketing, Logistics, Buyer Representation, Seniors, SFR
Education
University of Southern California 1985 — 1989
B.S., Accounting
El Camino High School 1981 — 1985
Bassett Real Estate Group, Inc. March 2007 - Present
Bassett Real Estate Group, Inc. March 2007 - Present
New York Life Insurance Company January 1992 - April 1993
Skills
Customer Service, Social Media, Negotiation, Social Networking, Sales, Marketing, Networking, Social Media Marketing, Logistics, Buyer Representation, Seniors, SFR
Education
University of Southern California 1985 — 1989
B.S., Accounting
El Camino High School 1981 — 1985
Zhefu (Jeff) Gu's New York Life Insurance Company Experience March 2013 - July 2013
Job Analyst at Accenture
Industry Financial Services
Experience
Accenture March 2015 - Present
Tata Consultancy Services April 2014 - January 2015
Course Hero, Inc. August 2012 - September 2013
New York Life Insurance Company March 2013 - July 2013
Westlake Financial Services May 2012 - August 2012
Joy Chen March 2012 - June 2012
Citi May 2011 - August 2011
JETRO May 2010 - August 2010
Skills
Microsoft Office, Matlab, SQL, JavaScript, HTML, Data Analysis, SWOT analysis, Global Business..., Social Networking, Leadership, Multi-cultural team...
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Computational and Applied Mathematics, Senior
Accenture March 2015 - Present
Tata Consultancy Services April 2014 - January 2015
Course Hero, Inc. August 2012 - September 2013
New York Life Insurance Company March 2013 - July 2013
Westlake Financial Services May 2012 - August 2012
Joy Chen March 2012 - June 2012
Citi May 2011 - August 2011
JETRO May 2010 - August 2010
Skills
Microsoft Office, Matlab, SQL, JavaScript, HTML, Data Analysis, SWOT analysis, Global Business..., Social Networking, Leadership, Multi-cultural team...
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Computational and Applied Mathematics, Senior
Jessica Hoglund Jessica Hoglund's New York Life Insurance Company Experience May 2007 - August 2007
Job Medical Student
Industry Medical Practice
Experience
University of South Carolina School of Medicine August 2013 - Present
Black Tie White Coat Gala January 2014 - Present
AMA Medical Student Section August 2013 - May 2014
Hubbard Bowers June 2012 - June 2013
Free Medical Clinic 2010 - 2013
University of South Carolina August 2011 - May 2012
Beta Beta Beta Biological Honor Society January 2011 - May 2012
New York Life Insurance Company May 2007 - August 2007
Skills
Spanish, PowerPoint, Microsoft Excel, Teaching, Training, Cpr Certified, Cell Biology, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, Data Entry, Data Analysis, Outlook, Higher Education, Non-profits, Time Management
Education
University of South Carolina School of Medicine 2013 — 2017
Doctor of Medicine (M.D.)
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science, Biology/Spanish, Final GPA of 3.925
University of South Carolina School of Medicine August 2013 - Present
Black Tie White Coat Gala January 2014 - Present
AMA Medical Student Section August 2013 - May 2014
Hubbard Bowers June 2012 - June 2013
Free Medical Clinic 2010 - 2013
University of South Carolina August 2011 - May 2012
Beta Beta Beta Biological Honor Society January 2011 - May 2012
New York Life Insurance Company May 2007 - August 2007
Skills
Spanish, PowerPoint, Microsoft Excel, Teaching, Training, Cpr Certified, Cell Biology, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, Data Entry, Data Analysis, Outlook, Higher Education, Non-profits, Time Management
Education
University of South Carolina School of Medicine 2013 — 2017
Doctor of Medicine (M.D.)
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science, Biology/Spanish, Final GPA of 3.925
Christopher Bowens's New York Life Insurance Company Experience January 2012 - Present
Job Financial Services Professional
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
sanofi-aventis December 1997 - May 2010
Rockwell Automation January 1992 - December 1997
Rockwell Automation January 1985 - January 1992
Skills
Managed Care, Insurance, Selling, Sales Force Development, Training, Pharmaceutical Sales, Sales, Marketing, Healthcare, Sales Effectiveness, Sales Operations, Sales Presentations
Education
University of South Carolina-Columbia 1979 — 1982
Bachelor of Science (BS), Biology, General
University of South Carolina-Columbia 1978 — 1982
BS, Biology
New York Life Insurance Company January 2012 - Present
sanofi-aventis December 1997 - May 2010
Rockwell Automation January 1992 - December 1997
Rockwell Automation January 1985 - January 1992
Skills
Managed Care, Insurance, Selling, Sales Force Development, Training, Pharmaceutical Sales, Sales, Marketing, Healthcare, Sales Effectiveness, Sales Operations, Sales Presentations
Education
University of South Carolina-Columbia 1979 — 1982
Bachelor of Science (BS), Biology, General
University of South Carolina-Columbia 1978 — 1982
BS, Biology
Hieu Do's New York Life Insurance Company Experience December 2006 - June 2011
Job Project Coordinator
Industry Management Consulting
Experience
Nails By Sisters March 2011 - Present
New York Life Insurance Company December 2006 - June 2011
BP May 2010 - October 2010
Gulf Transport LLC June 2004 - October 2008
Gulf Runner LLC June 2004 - October 2008
Hungs Diesel Svc June 2003 - November 2006
United States Air Force June 1998 - September 2002
Skills
Marketing, Management, Logistics, Strategic Planning, Team Building, Insurance, Customer Service, Business Planning, Business Strategy, New Business Development, Marketing Strategy, Sales Management, Investments, Team Leadership, Sales, Life Insurance, Coaching, Leadership Development, Public Speaking, Operations Management, Team Management, Performance Management, Microsoft Excel, Program Management, Business Development
Education
University of South Alabama
Business Management
USAF
Nails By Sisters March 2011 - Present
New York Life Insurance Company December 2006 - June 2011
BP May 2010 - October 2010
Gulf Transport LLC June 2004 - October 2008
Gulf Runner LLC June 2004 - October 2008
Hungs Diesel Svc June 2003 - November 2006
United States Air Force June 1998 - September 2002
Skills
Marketing, Management, Logistics, Strategic Planning, Team Building, Insurance, Customer Service, Business Planning, Business Strategy, New Business Development, Marketing Strategy, Sales Management, Investments, Team Leadership, Sales, Life Insurance, Coaching, Leadership Development, Public Speaking, Operations Management, Team Management, Performance Management, Microsoft Excel, Program Management, Business Development
Education
University of South Alabama
Business Management
USAF
Haley Bader Haley Bader's New York Life Insurance Company Experience 2008 - 2008
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Godshall Staffing 2009 - 2009
New York Life Insurance Company 2008 - 2008
The Crescent Group 2007 - 2008
Education
University of South Carolina-Columbia 2004 — 2008
International Relations, Advertising, Public Relations and Middle East Politics
Godshall Staffing 2009 - 2009
New York Life Insurance Company 2008 - 2008
The Crescent Group 2007 - 2008
Education
University of South Carolina-Columbia 2004 — 2008
International Relations, Advertising, Public Relations and Middle East Politics
Caz Hodge's New York Life Insurance Company Experience 2011 - Present
Job Manager at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company 2011 - Present
The University of South Florida 2008 - 2011
The University of South Florida 2007 - 2008
The University of South Florida 2004 - 2008
The Florida Education Fund 2006 - 2007
Center for Academic Programs Abroad 2005 - 2006
Skills
Fundraising, Higher Education, Annual Giving, Customer Service, Marketing, Strategic Planning, Public Speaking, Research, Community Outreach, Event Planning, Nonprofits, Outlook, Microsoft Office
Education
University of South Florida 2004 — 2006
Masters, Education
University of South Florida 1999 — 2004
Bachelors, Communication
New York Life Insurance Company 2011 - Present
The University of South Florida 2008 - 2011
The University of South Florida 2007 - 2008
The University of South Florida 2004 - 2008
The Florida Education Fund 2006 - 2007
Center for Academic Programs Abroad 2005 - 2006
Skills
Fundraising, Higher Education, Annual Giving, Customer Service, Marketing, Strategic Planning, Public Speaking, Research, Community Outreach, Event Planning, Nonprofits, Outlook, Microsoft Office
Education
University of South Florida 2004 — 2006
Masters, Education
University of South Florida 1999 — 2004
Bachelors, Communication
Michael Priede's New York Life Insurance Company Experience June 1992 - December 1998
Job Managing Partner of Capital Strategies of Metlife
Industry Financial Services
Experience
Capital Strategies of Metlife June 2002 - Present
Prudential Financial December 1988 - June 2002
New York Life Insurance Company June 1992 - December 1998
Skills
FINRA, Series 7, Series 63, Series 24, Series 26, Series 6
Education
University of South Florida - College of Business Administration 1984 — 1986
Bachelor's degree, Marketing
Capital Strategies of Metlife June 2002 - Present
Prudential Financial December 1988 - June 2002
New York Life Insurance Company June 1992 - December 1998
Skills
FINRA, Series 7, Series 63, Series 24, Series 26, Series 6
Education
University of South Florida - College of Business Administration 1984 — 1986
Bachelor's degree, Marketing
Michelle Green Michelle Green's New York Life Insurance Company Experience October 2012 - June 2015
Job Director, Human Resources
Industry Education Management
Experience
Pearson June 2015 - Present
New York Life Insurance Company October 2012 - June 2015
Experian August 2011 - October 2012
Morgan Stanley Smith Barney August 2006 - August 2011
Deutsche Bank August 2002 - August 2006
Credit Suisse May 1999 - August 2001
Spherion April 1998 - December 1999
Sodexho May 1992 - April 1998
Skills
Succession Planning, Employment Law, Onboarding, Performance Management, Talent Management, HR Policies, Strategy, Applicant Tracking..., Personnel Management, Deferred Compensation, Employee Relations, Training, Employee Engagement, Executive Search, Recruiting, Talent Acquisition, Employee Benefits, Human Resources, Program Management, Financial Services, Organizational..., Temporary Staffing, Workforce Planning, HRIS, Benefits Administration, Organizational Design, Leadership Development
Education
University of South Carolina-Columbia
BS
Pearson June 2015 - Present
New York Life Insurance Company October 2012 - June 2015
Experian August 2011 - October 2012
Morgan Stanley Smith Barney August 2006 - August 2011
Deutsche Bank August 2002 - August 2006
Credit Suisse May 1999 - August 2001
Spherion April 1998 - December 1999
Sodexho May 1992 - April 1998
Skills
Succession Planning, Employment Law, Onboarding, Performance Management, Talent Management, HR Policies, Strategy, Applicant Tracking..., Personnel Management, Deferred Compensation, Employee Relations, Training, Employee Engagement, Executive Search, Recruiting, Talent Acquisition, Employee Benefits, Human Resources, Program Management, Financial Services, Organizational..., Temporary Staffing, Workforce Planning, HRIS, Benefits Administration, Organizational Design, Leadership Development
Education
University of South Carolina-Columbia
BS
Curtis Kendrick's New York Life Insurance Company Experience January 2012 - January 2013
Job Manager at 911 Driving School
Industry Consumer Services
Experience
911 Driving School August 2013 - Present
New York Life Insurance Company January 2012 - January 2013
Total Wine & More May 2011 - September 2011
First Choice Mortgage August 2010 - February 2011
Personal Touch Flooring April 2008 - August 2008
Anderson Hardwood Floors May 2007 - September 2007
Skills
Microsoft Office, Customer Service, Social Media, Public Speaking, Team Leadership, Social Networking, Marketing, Sales, Social Media Marketing, Marketing Communications, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Team Building, Time Management, PowerPoint
Education
University of South Carolina Upstate 2012 — 2013
Marketing
University of South Carolina-Columbia 2008 — 2012
Erskine College
Business Administration and Management, General
911 Driving School August 2013 - Present
New York Life Insurance Company January 2012 - January 2013
Total Wine & More May 2011 - September 2011
First Choice Mortgage August 2010 - February 2011
Personal Touch Flooring April 2008 - August 2008
Anderson Hardwood Floors May 2007 - September 2007
Skills
Microsoft Office, Customer Service, Social Media, Public Speaking, Team Leadership, Social Networking, Marketing, Sales, Social Media Marketing, Marketing Communications, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Team Building, Time Management, PowerPoint
Education
University of South Carolina Upstate 2012 — 2013
Marketing
University of South Carolina-Columbia 2008 — 2012
Erskine College
Business Administration and Management, General
Robert Kasinow Robert Kasinow's New York Life Insurance Company Experience May 1984 - October 1985
Job Director, Regulatory Risk at KPMG
Industry Insurance
Experience
KPMG February 2015 - Present
Alvarez & Marsal November 2014 - February 2015
Examination Resources, LLC August 2011 - October 2014
NJ Department of Banking and Insurance April 2004 - August 2011
New Jersey Department of Banking and Insurance July 1994 - April 2004
New Hampshire Department of Insurance November 1987 - July 1994
North American Reinsurance Corp/Swiss RE Group October 1985 - October 1987
New York Life Insurance Company May 1984 - October 1985
Skills
Reinsurance, Financial Risk, Solvency II, Policy, Underwriting, Insurance, General Insurance, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Property & Casualty..., Internal Controls, Internal Audit, Financial Reporting, Claim, Auditing, Professional Liability, Accounting, Financial Analysis, Finance, Brokers, Commercial Lines
Education
University of South Carolina - The Moore School of Business
BS, Accounting
KPMG February 2015 - Present
Alvarez & Marsal November 2014 - February 2015
Examination Resources, LLC August 2011 - October 2014
NJ Department of Banking and Insurance April 2004 - August 2011
New Jersey Department of Banking and Insurance July 1994 - April 2004
New Hampshire Department of Insurance November 1987 - July 1994
North American Reinsurance Corp/Swiss RE Group October 1985 - October 1987
New York Life Insurance Company May 1984 - October 1985
Skills
Reinsurance, Financial Risk, Solvency II, Policy, Underwriting, Insurance, General Insurance, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Property & Casualty..., Internal Controls, Internal Audit, Financial Reporting, Claim, Auditing, Professional Liability, Accounting, Financial Analysis, Finance, Brokers, Commercial Lines
Education
University of South Carolina - The Moore School of Business
BS, Accounting
Francis (Frank) L. Allen, CLU, ChFC Francis (Frank) L. Allen, CLU, ChFC's New York Life Insurance Company Experience June 1980 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 1980 - Present
New York Life Insurance Company June 1980 - Present
US Army November 1975 - April 1980
Skills
Retirement Planning, Fixed Annuities, College Savings Plans, IRAs, Long Term Care Insurance, Retirement, 401k Rollovers, Roth IRA, Wealth Accumulation, Guaranteed Lifetime..., Series 6, Mutual Funds, Key Person Protection, Long-term Care, Series 63
Education
University of South Florida 1973 — 1975
B.S.
Hillsborough Community College 1971 — 1973
New York Life Insurance Company June 1980 - Present
New York Life Insurance Company June 1980 - Present
US Army November 1975 - April 1980
Skills
Retirement Planning, Fixed Annuities, College Savings Plans, IRAs, Long Term Care Insurance, Retirement, 401k Rollovers, Roth IRA, Wealth Accumulation, Guaranteed Lifetime..., Series 6, Mutual Funds, Key Person Protection, Long-term Care, Series 63
Education
University of South Florida 1973 — 1975
B.S.
Hillsborough Community College 1971 — 1973
Mark Doran Mark Doran's New York Life Insurance Company Experience May 2010 - May 2011
Job Employee Benefits Representative
Industry Insurance
Experience
Sun Life Financial July 2011 - Present
New York Life Insurance Company May 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Access, Negotiation, Project Management, Licensing, Data Driven Testing, Accident, IT skills, Employee Benefits, Insurance, Health Insurance, Marketing, Disability Insurance, Life Insurance, Voluntary Employee..., Critical Illness
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
BS Business Administration, Major: Investment Finance / Minor: IT Support, Cume Laude
Sun Life Financial July 2011 - Present
New York Life Insurance Company May 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Access, Negotiation, Project Management, Licensing, Data Driven Testing, Accident, IT skills, Employee Benefits, Insurance, Health Insurance, Marketing, Disability Insurance, Life Insurance, Voluntary Employee..., Critical Illness
Education
University of South Carolina - Darla Moore School of Business 2007 — 2011
BS Business Administration, Major: Investment Finance / Minor: IT Support, Cume Laude
James Leinweber James Leinweber's New York Life Insurance Company Experience September 2008 - February 2009
Job Personal Trainer, Golf Coach, and Engineering Student
Industry Health, Wellness and Fitness
Experience
FranklinCovey June 2014 - December 2014
Loyola Press October 2009 - May 2014
Abercrombie & Fitch June 2009 - October 2009
New York Life Insurance Company September 2008 - February 2009
F.E. Moran, Inc. May 2007 - August 2007
Skills
Data Analysis, Microsoft Office, Project Management, Inside Sales, Outside Sales, Consulting, Publishing, Financial Services, Marketing Research, SharePoint, Access, MS Office Suite, Account Management, Presenter, Product Training, Bilingual, B2B Marketing Strategy, CRM, Goldmine, Salesforce.com, Sales Management, Analysis, Financial Analysis, Management
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelor of Science, Finance, Economics, Spanish
University of South Carolina-Columbia
FranklinCovey June 2014 - December 2014
Loyola Press October 2009 - May 2014
Abercrombie & Fitch June 2009 - October 2009
New York Life Insurance Company September 2008 - February 2009
F.E. Moran, Inc. May 2007 - August 2007
Skills
Data Analysis, Microsoft Office, Project Management, Inside Sales, Outside Sales, Consulting, Publishing, Financial Services, Marketing Research, SharePoint, Access, MS Office Suite, Account Management, Presenter, Product Training, Bilingual, B2B Marketing Strategy, CRM, Goldmine, Salesforce.com, Sales Management, Analysis, Financial Analysis, Management
Education
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelor of Science, Finance, Economics, Spanish
University of South Carolina-Columbia
Tony Maude's New York Life Insurance Company Experience July 2010 - Present
Job
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
Education
University of Southern California 1977 — 1980
Bachelor's degree, Accounting
New York Life Insurance Company July 2010 - Present
Education
University of Southern California 1977 — 1980
Bachelor's degree, Accounting
Chris Bossone Chris Bossone's New York Life Insurance Company Experience June 2010 - October 2011
Job Sales Representative at Arthrex
Industry Business Supplies and Equipment
James Esler Insuring Your Tomorrows Today's New York Life Insurance Company Experience February 2014 - Present
Job Devoted New York Life Financial Representative In San Diego
Industry Insurance
Experience
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2013 - Present
The First Tee May 2014 - May 2015
Toastmasters International October 2013 - April 2015
Beta Alpha Psi - Gamma Beta Chapter September 2009 - May 2011
Skills
Insurance, Leadership, Marketing, Finance, Financial Services, Tax, Whole Life Insurance, Retirement Planning, Wealth Management, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Variable Annuities, Social Media, Strategic Planning, Business, Employee Benefits
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (BS), Accounting
University of South Carolina-Columbia 2007 — 2011
BS, Accounting, 3.71
D.W. Daniel High School 2003 — 2007
High School, 4.3
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company September 2013 - Present
The First Tee May 2014 - May 2015
Toastmasters International October 2013 - April 2015
Beta Alpha Psi - Gamma Beta Chapter September 2009 - May 2011
Skills
Insurance, Leadership, Marketing, Finance, Financial Services, Tax, Whole Life Insurance, Retirement Planning, Wealth Management, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Variable Annuities, Social Media, Strategic Planning, Business, Employee Benefits
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (BS), Accounting
University of South Carolina-Columbia 2007 — 2011
BS, Accounting, 3.71
D.W. Daniel High School 2003 — 2007
High School, 4.3
Louis Kaminow Louis Kaminow's New York Life Insurance Company Experience July 2011 - November 2013
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
NYLIFE Securities February 2004 - Present
New York Life Insurance Company July 2011 - November 2013
New York Life Insurance Company November 2009 - September 2011
New England Financial November 2007 - November 2009
New York Life Insurance Company November 2003 - November 2007
Mac Papers 1987 - 1999
Skills
Insurance, Leadership, Long-term Care, Retirement Planning, Investments, Fixed Annuities, IRAs, Retirement, Disability Insurance, Marketing, Agent Development, Estate Planning, Sales, Series 6, Financial Services, Wealth Accumulation, 401k, Life Insurance, Mutual Funds, Financial Advisory, Term Life Insurance, Variable Annuities, Financial Planners, Strategy, Series 63, Securities, Long Term Care Insurance, Financial Planning
Education
University of South Florida 1983 — 1987
NYLIFE Securities February 2004 - Present
New York Life Insurance Company July 2011 - November 2013
New York Life Insurance Company November 2009 - September 2011
New England Financial November 2007 - November 2009
New York Life Insurance Company November 2003 - November 2007
Mac Papers 1987 - 1999
Skills
Insurance, Leadership, Long-term Care, Retirement Planning, Investments, Fixed Annuities, IRAs, Retirement, Disability Insurance, Marketing, Agent Development, Estate Planning, Sales, Series 6, Financial Services, Wealth Accumulation, 401k, Life Insurance, Mutual Funds, Financial Advisory, Term Life Insurance, Variable Annuities, Financial Planners, Strategy, Series 63, Securities, Long Term Care Insurance, Financial Planning
Education
University of South Florida 1983 — 1987
Anand Hira Anand Hira's New York Life Insurance Company Experience July 2014 - Present
Job Helping individuals, families, and businesses protect their assets and achieve their financial goals.
Industry Insurance
Experience
New York Life Insurance Company July 2014 - Present
Skills
Life Insurance, Retirement Planning, Risk Management, Asset Protection, Education Funding..., Long Term Care Insurance, Estate Planning, 401k Rollovers, Business Insurance..., Buy-sell Agreements, Key Person Insurance, Wealth Preservation..., Legacy Planning, Wealth Transfer..., Protection Planning /..., Gifting Strategies, Annuity Sales, Retirement Income...
Education
University of Southern California 2003 — 2007
B.S., Business Finance & Entrepreneurship
Viewpoint School 1999 — 2003
High School
New York Life Insurance Company July 2014 - Present
Skills
Life Insurance, Retirement Planning, Risk Management, Asset Protection, Education Funding..., Long Term Care Insurance, Estate Planning, 401k Rollovers, Business Insurance..., Buy-sell Agreements, Key Person Insurance, Wealth Preservation..., Legacy Planning, Wealth Transfer..., Protection Planning /..., Gifting Strategies, Annuity Sales, Retirement Income...
Education
University of Southern California 2003 — 2007
B.S., Business Finance & Entrepreneurship
Viewpoint School 1999 — 2003
High School
Bryan Rushing Bryan Rushing's New York Life Insurance Company Experience March 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
BBVA Compass October 2005 - November 2014
First Citizens Bank and Trust Company, Inc. November 2002 - September 2005
First Citizens Bank and Trust Company, Inc. May 2001 - October 2002
Skills
Management, Sales, Team Management, Leadership, Business Development, Customer Service, Event Management, Marketing, Social Media, Microsoft Office, Banking, Marketing Strategy, Event Planning
Education
University of South Carolina-Columbia 1996 — 2001
Bachelor's degree, Economics
University of South Carolina-Columbia 1996 — 2001
Economics, Economics
New York Life Insurance Company March 2015 - Present
BBVA Compass October 2005 - November 2014
First Citizens Bank and Trust Company, Inc. November 2002 - September 2005
First Citizens Bank and Trust Company, Inc. May 2001 - October 2002
Skills
Management, Sales, Team Management, Leadership, Business Development, Customer Service, Event Management, Marketing, Social Media, Microsoft Office, Banking, Marketing Strategy, Event Planning
Education
University of South Carolina-Columbia 1996 — 2001
Bachelor's degree, Economics
University of South Carolina-Columbia 1996 — 2001
Economics, Economics
Frank A. Fletcher Jr. Frank A. Fletcher Jr.'s New York Life Insurance Company Experience May 2015 - Present
Job Agent with New York Life offering many services and products including personal planning and life insurance strategies
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Felix's Fish Camp August 2007 - May 2015
Northwestern Mutual May 2014 - April 2015
J & B Auto Sales Jr. June 2004 - July 2006
Skills
Customer Service, Finance, Employee Training, Team Management, Motivation, Public Speaking, Problem Solving, Microsoft Office, Determination, Highly detail oriented, Leadership, Microsoft Excel, Hospitality, Strategic Planning, Inventory Management, Time Management, Retirement Planning, Sales, PowerPoint, Social Media, Team Building, Management
Education
University of South Alabama 2011 — 2014
Bachelor of Science Business Administration(BS), Economics/Finance
Alan C. Pope High School 2001 — 2005
Alan C. Pope High School
New York Life Insurance Company May 2015 - Present
Felix's Fish Camp August 2007 - May 2015
Northwestern Mutual May 2014 - April 2015
J & B Auto Sales Jr. June 2004 - July 2006
Skills
Customer Service, Finance, Employee Training, Team Management, Motivation, Public Speaking, Problem Solving, Microsoft Office, Determination, Highly detail oriented, Leadership, Microsoft Excel, Hospitality, Strategic Planning, Inventory Management, Time Management, Retirement Planning, Sales, PowerPoint, Social Media, Team Building, Management
Education
University of South Alabama 2011 — 2014
Bachelor of Science Business Administration(BS), Economics/Finance
Alan C. Pope High School 2001 — 2005
Alan C. Pope High School
Karen Hilden, FALU, FLMI,ARA, ACS Karen Hilden, FALU, FLMI,ARA, ACS's New York Life Insurance Company Experience August 2003 - Present
Job Underwriter Consultant/ Senior Representative at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2003 - Present
Met Life Insurance January 1989 - July 2003
Skills
Sales, Marketing, Financial Analysis
Education
University of South Florida
Bachelor of Science, Business Administration, Accounting
New York Life Insurance Company August 2003 - Present
Met Life Insurance January 1989 - July 2003
Skills
Sales, Marketing, Financial Analysis
Education
University of South Florida
Bachelor of Science, Business Administration, Accounting
Michael Logan Michael Logan's New York Life Insurance Company Experience May 2015 - Present
Job Partner
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company November 2011 - May 2015
CNAC Financial August 2009 - October 2010
Skills
Insurance, Sales, Customer Service, Retirement, Finance, Business Planning, Team Building, Estate Planning, Management, Microsoft Excel, Account Management, Customer Satisfaction, Budgets, Negotiation, Customer Loyalty, Life Insurance Knowledge, Recruiting, Brand Loyalty, Financial Services, Leadership, Life Insurance, Marketing, Retirement Planning
Education
University of South Alabama 2007 — 2009
Interdisciplinary Studies, Management, Marketing, Sociology
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company November 2011 - May 2015
CNAC Financial August 2009 - October 2010
Skills
Insurance, Sales, Customer Service, Retirement, Finance, Business Planning, Team Building, Estate Planning, Management, Microsoft Excel, Account Management, Customer Satisfaction, Budgets, Negotiation, Customer Loyalty, Life Insurance Knowledge, Recruiting, Brand Loyalty, Financial Services, Leadership, Life Insurance, Marketing, Retirement Planning
Education
University of South Alabama 2007 — 2009
Interdisciplinary Studies, Management, Marketing, Sociology
Paul Donati's New York Life Insurance Company Experience 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
C&S Wholesale Grocers 2001 - 2012
Super Value Stores Ltd. 1994 - 2001
Skills
Fixed Annuities, Buy-sell Agreements, Asset Protection, 401k Rollovers, Key Person Protection, Income Protection, Retirement Income..., Succession Planning, Management, Insurance, Customer Service, Retirement, Team Building, Finance, Retail, Sales, Leadership, Marketing
Education
University of Scranton 1971 — 1973
Sociology
New York Life Insurance Company 2014 - Present
C&S Wholesale Grocers 2001 - 2012
Super Value Stores Ltd. 1994 - 2001
Skills
Fixed Annuities, Buy-sell Agreements, Asset Protection, 401k Rollovers, Key Person Protection, Income Protection, Retirement Income..., Succession Planning, Management, Insurance, Customer Service, Retirement, Team Building, Finance, Retail, Sales, Leadership, Marketing
Education
University of Scranton 1971 — 1973
Sociology
Carrie Barrow's New York Life Insurance Company Experience 2014 - August 2014
Job Sr Recruiter at Deloitte
Industry Staffing and Recruiting
Experience
Deloitte January 2015 - Present
Accenture September 2014 - January 2015
New York Life Insurance Company 2014 - August 2014
Accenture 2013 - 2014
Ferreri Search 2013 - 2013
Veredus 2011 - 2013
Randstad 2010 - 2011
FrankCrum Staffing 2009 - 2010
A-1 Temps 2007 - 2009
Skills
Recruiting, Temporary Placement, Applicant Tracking..., Sourcing, Executive Search, Permanent Placement, Temporary Staffing, Human Resources, Cold Calling, Vendor Management, Talent Management, Technical Recruiting, Contract Recruitment, Staffing Services, CRM, Internet Recruiting, Management, Onboarding, Account Management, Business Development, Talent Acquisition, Benefits Negotiation, Staff Augmentation, Screening Resumes, Networking, New Business Development, Team Building, Search, Building Relationships, Salesforce.com, Performance Management, Marketing, Training, Hiring, Information Technology, Recruitment Advertising, Resume Writing, Coaching, IT Recruitment, Leadership, Customer Service, Employee Relations, corporate recruiting, Job Descriptions, Extending Offers, Recruitment Marketing, Vendor Management..., Third Party Vendor..., Corporate Recruiting
Education
University of South Florida 2001 — 2005
Bachelor's degree, Interpersonal and Organizational Communication
Deloitte January 2015 - Present
Accenture September 2014 - January 2015
New York Life Insurance Company 2014 - August 2014
Accenture 2013 - 2014
Ferreri Search 2013 - 2013
Veredus 2011 - 2013
Randstad 2010 - 2011
FrankCrum Staffing 2009 - 2010
A-1 Temps 2007 - 2009
Skills
Recruiting, Temporary Placement, Applicant Tracking..., Sourcing, Executive Search, Permanent Placement, Temporary Staffing, Human Resources, Cold Calling, Vendor Management, Talent Management, Technical Recruiting, Contract Recruitment, Staffing Services, CRM, Internet Recruiting, Management, Onboarding, Account Management, Business Development, Talent Acquisition, Benefits Negotiation, Staff Augmentation, Screening Resumes, Networking, New Business Development, Team Building, Search, Building Relationships, Salesforce.com, Performance Management, Marketing, Training, Hiring, Information Technology, Recruitment Advertising, Resume Writing, Coaching, IT Recruitment, Leadership, Customer Service, Employee Relations, corporate recruiting, Job Descriptions, Extending Offers, Recruitment Marketing, Vendor Management..., Third Party Vendor..., Corporate Recruiting
Education
University of South Florida 2001 — 2005
Bachelor's degree, Interpersonal and Organizational Communication
April Alderman Stiles April Alderman Stiles's New York Life Insurance Company Experience November 2013 - Present
Job Executive Assistant at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company November 2013 - Present
Florida Institute for Neurologic Rehab July 2010 - October 2013
International Club Suppliers 2002 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Plant City High School
University of South Florida
New York Life Insurance Company November 2013 - Present
Florida Institute for Neurologic Rehab July 2010 - October 2013
International Club Suppliers 2002 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Plant City High School
University of South Florida
Connor Dempsey's New York Life Insurance Company Experience July 2010 - Present
Job Compliance Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2010 - Present
New York Life Insurance Company June 2009 - August 2009
Innovative Merchant Solutions, an Intuit Co. May 2008 - August 2008
Skills
Mutual Funds, Fixed Annuities, Financial Services, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Cold Calling Experience, Sales, Marketing, Securities
Education
University of Scranton 2006 — 2010
Bachelor, Marketing
New York Life Insurance Company July 2010 - Present
New York Life Insurance Company June 2009 - August 2009
Innovative Merchant Solutions, an Intuit Co. May 2008 - August 2008
Skills
Mutual Funds, Fixed Annuities, Financial Services, Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Cold Calling Experience, Sales, Marketing, Securities
Education
University of Scranton 2006 — 2010
Bachelor, Marketing
Gregory S. Demeo Gregory S. Demeo's New York Life Insurance Company Experience July 2012 - March 2014
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2014 - Present
New York Life Insurance Company July 2012 - March 2014
AIM Healthcare September 2006 - August 2011
Network Recovery Services 1999 - 2006
Network Recovery Services 1997 - 1999
Sunrise Medical Laboratories March 1997 - November 1997
Skills
Life Insurance, Disability Insurance, Healthcare Finance,..., Long Term Care Insurance, Retirement Planning, Sales, Finance, Fixed Annuities, Customer Service, Financial Services, Insurance, Investments, Leadership, Long-term Care, Marketing, Mutual Funds, Wealth Management
Education
University of Scranton 1992 — 1996
Bachelor's Degree, Health Administration
Connetquot HS 1989 — 1992
MassMutual Financial Group August 2014 - Present
New York Life Insurance Company July 2012 - March 2014
AIM Healthcare September 2006 - August 2011
Network Recovery Services 1999 - 2006
Network Recovery Services 1997 - 1999
Sunrise Medical Laboratories March 1997 - November 1997
Skills
Life Insurance, Disability Insurance, Healthcare Finance,..., Long Term Care Insurance, Retirement Planning, Sales, Finance, Fixed Annuities, Customer Service, Financial Services, Insurance, Investments, Leadership, Long-term Care, Marketing, Mutual Funds, Wealth Management
Education
University of Scranton 1992 — 1996
Bachelor's Degree, Health Administration
Connetquot HS 1989 — 1992
Don Schaeffer Don Schaeffer's New York Life Insurance Company Experience January 1999 - February 2006
Job Vice President Sales Mid Atlantic Division
Industry Human Resources
Experience
Ultimate Software January 2014 - Present
Ultimate Software February 2006 - December 2013
New York Life Insurance Company January 1999 - February 2006
Transcontinental Direct USA 2004 - 2006
Assurant Solutions June 1994 - March 1999
Skills
Lead Generation, HRIS, Account Management, Direct Marketing, Business Development, Marketing, New Business Development, Management, Salesforce.com, Database Marketing, SaaS, CRM, Solution Selling, Sales Process, Strategy, Vendor Management, Business Analysis, Product Management, Cloud Computing, Analytics, Team Building, Analysis, Strategic Planning, Relationship Management, Consulting, Call Centers, Team Leadership, Coaching, Training, Email Marketing, Product Marketing, Human Resources, Payroll, Performance Management, Recruiting, Leadership, Sales Operations, Enterprise Software, Business Intelligence
Education
University of South Florida 1988 — 1992
BA, Graphic Arts, Computer Design
Ultimate Software January 2014 - Present
Ultimate Software February 2006 - December 2013
New York Life Insurance Company January 1999 - February 2006
Transcontinental Direct USA 2004 - 2006
Assurant Solutions June 1994 - March 1999
Skills
Lead Generation, HRIS, Account Management, Direct Marketing, Business Development, Marketing, New Business Development, Management, Salesforce.com, Database Marketing, SaaS, CRM, Solution Selling, Sales Process, Strategy, Vendor Management, Business Analysis, Product Management, Cloud Computing, Analytics, Team Building, Analysis, Strategic Planning, Relationship Management, Consulting, Call Centers, Team Leadership, Coaching, Training, Email Marketing, Product Marketing, Human Resources, Payroll, Performance Management, Recruiting, Leadership, Sales Operations, Enterprise Software, Business Intelligence
Education
University of South Florida 1988 — 1992
BA, Graphic Arts, Computer Design
Paul Thagard Paul Thagard's New York Life Insurance Company Experience April 1987 - March 1997
Job Investment Advisor for ACord Financial Services, LLC
Industry Financial Services
Experience
ACord Financial Services, LLC March 2009 - Present
ACord Financial Services April 1997 - Present
Integrity Adjusters, LLC 2008 - 2014
Senior Benefits Services of Kansas 2007 - 2008
New York Life Insurance Company April 1987 - March 1997
Skills
Retirement Planning, Long-term Care, Estate Planning, Financial Planning
Education
University of South Alabama 1981 — 1985
ACord Financial Services, LLC March 2009 - Present
ACord Financial Services April 1997 - Present
Integrity Adjusters, LLC 2008 - 2014
Senior Benefits Services of Kansas 2007 - 2008
New York Life Insurance Company April 1987 - March 1997
Skills
Retirement Planning, Long-term Care, Estate Planning, Financial Planning
Education
University of South Alabama 1981 — 1985
Olya Wagner Olya Wagner's New York Life Insurance Company Experience June 2012 - September 2013
Job MBA
Industry Marketing and Advertising
Experience
New York Life Insurance Company June 2012 - September 2013
PSCU Financial Services May 2011 - August 2011
Saks Fifth Avenue October 2008 - March 2010
Bay Area Legal Services 2006 - 2008
Skills
Customer Service, Marketing, Competitive Analysis, Leadership, Market Research, Marketing Strategy, Microsoft Excel, Microsoft Office, Sales
Education
University of South Florida 2009 — 2011
MBA
University of South Florida 2000 — 2005
BA
New York Life Insurance Company June 2012 - September 2013
PSCU Financial Services May 2011 - August 2011
Saks Fifth Avenue October 2008 - March 2010
Bay Area Legal Services 2006 - 2008
Skills
Customer Service, Marketing, Competitive Analysis, Leadership, Market Research, Marketing Strategy, Microsoft Excel, Microsoft Office, Sales
Education
University of South Florida 2009 — 2011
MBA
University of South Florida 2000 — 2005
BA
Mary Kathryn O'Brien (Norton) Mary Kathryn O'Brien (Norton)'s New York Life Insurance Company Experience June 1997 - March 2000
Job Client Services Registered Administator at Broadridge
Industry Financial Services
Experience
Broadridge October 2008 - Present
Village Home Mortgage April 2007 - February 2008
Champion Mortgage March 2000 - April 2007
New York Life Insurance Company June 1997 - March 2000
Skills
Credit, Mortgage Lending, Banking, Loans, Finance, Securities, Financial Analysis, Mortgage Banking, Financial Services, Residential Mortgages, Equities, Loan Origination, Business Planning, Portfolio Management, Mergers & Acquisitions, Strategy, Investments, Corporate Finance, Business Development, Leadership, Strategic Planning, Strategic Financial...
Education
University of Scranton 1993 — 1997
BS, Finance
Paul VI High School 1989 — 1993
Broadridge October 2008 - Present
Village Home Mortgage April 2007 - February 2008
Champion Mortgage March 2000 - April 2007
New York Life Insurance Company June 1997 - March 2000
Skills
Credit, Mortgage Lending, Banking, Loans, Finance, Securities, Financial Analysis, Mortgage Banking, Financial Services, Residential Mortgages, Equities, Loan Origination, Business Planning, Portfolio Management, Mergers & Acquisitions, Strategy, Investments, Corporate Finance, Business Development, Leadership, Strategic Planning, Strategic Financial...
Education
University of Scranton 1993 — 1997
BS, Finance
Paul VI High School 1989 — 1993
Jared Pomerance Jared Pomerance's New York Life Insurance Company Experience 2008 - 2011
Job Inside Enterprise Manager Networking and Cloud at Citrix Systems
Industry Financial Services
Experience
Citrix Systems October 2013 - Present
Keyes Coverage Insurance 2012 - Present
New York Life Insurance Company 2008 - 2011
Central Parking System 2006 - 2008
Skills
Marketing, Retirement Planning, Life Insurance, Long-term Care, Insurance, Account Management, Customer Service, Strategic Planning, Sales, Management, Leadership, Financial Services, Marketing Strategy, Project Management, Budgets, Team Building, Social Media, Social Media Marketing, Microsoft Office, Team Leadership, Advertising
Education
The Art Institute of Atlanta 2003 — 2007
Bachelors, Advertising
University of South Florida 2001 — 2003
Citrix Systems October 2013 - Present
Keyes Coverage Insurance 2012 - Present
New York Life Insurance Company 2008 - 2011
Central Parking System 2006 - 2008
Skills
Marketing, Retirement Planning, Life Insurance, Long-term Care, Insurance, Account Management, Customer Service, Strategic Planning, Sales, Management, Leadership, Financial Services, Marketing Strategy, Project Management, Budgets, Team Building, Social Media, Social Media Marketing, Microsoft Office, Team Leadership, Advertising
Education
The Art Institute of Atlanta 2003 — 2007
Bachelors, Advertising
University of South Florida 2001 — 2003
Craig Hoard, PMP Craig Hoard, PMP's New York Life Insurance Company Experience April 2013 - Present
Job Corporate Vice President
Industry Information Services
Experience
New York Life Insurance Company April 2013 - Present
Nielsen Company May 2012 - April 2013
Bloomin' Brands, Inc. November 2006 - May 2012
Software Architects May 2000 - October 2006
Utility Partners July 1996 - April 2000
Healthsource North Carolina June 1993 - June 1996
Skills
SDLC, PMP, PMO, Business Analysis, Agile Project Management, Software Project..., Agile Methodologies, Visio, Resource Management, Program Management, Requirements Analysis, Project Management, Data Warehousing, Team Leadership, Integration, Business Intelligence, Software Development, Business Process, Oracle, Quality Assurance, .NET, Project Portfolio..., Vendor Management, Requirements Gathering, Management, Leadership, SOA
Education
University of South Florida
Master of Science (MS), Management Information Systems
University of South Florida
Master of Arts (MA), Library and Information Science
University of South Florida
Bachelor of Science (BS), Management Information Systems
New York Life Insurance Company April 2013 - Present
Nielsen Company May 2012 - April 2013
Bloomin' Brands, Inc. November 2006 - May 2012
Software Architects May 2000 - October 2006
Utility Partners July 1996 - April 2000
Healthsource North Carolina June 1993 - June 1996
Skills
SDLC, PMP, PMO, Business Analysis, Agile Project Management, Software Project..., Agile Methodologies, Visio, Resource Management, Program Management, Requirements Analysis, Project Management, Data Warehousing, Team Leadership, Integration, Business Intelligence, Software Development, Business Process, Oracle, Quality Assurance, .NET, Project Portfolio..., Vendor Management, Requirements Gathering, Management, Leadership, SOA
Education
University of South Florida
Master of Science (MS), Management Information Systems
University of South Florida
Master of Arts (MA), Library and Information Science
University of South Florida
Bachelor of Science (BS), Management Information Systems
Sunil Narsipura Sunil Narsipura's New York Life Insurance Company Experience February 2014 - Present
Job Java/Webservices developer
Industry Information Technology and Services
Experience
New York Life Insurance Company February 2014 - Present
T-Mobile May 2011 - January 2014
AT&T Mobility September 2009 - May 2011
IDHASOFT March 2009 - July 2009
Walsworth Publishing July 2008 - March 2009
IDHASOFT October 2006 - June 2008
Skills
Flash, Flex, Hibernate, Java, ActionScript, XML, JavaScript, jQuery, HTML
Education
University of South Alabama 2006 — 2008
MS, Electronic & Computers Engg
BIET 2002 — 2006
New York Life Insurance Company February 2014 - Present
T-Mobile May 2011 - January 2014
AT&T Mobility September 2009 - May 2011
IDHASOFT March 2009 - July 2009
Walsworth Publishing July 2008 - March 2009
IDHASOFT October 2006 - June 2008
Skills
Flash, Flex, Hibernate, Java, ActionScript, XML, JavaScript, jQuery, HTML
Education
University of South Alabama 2006 — 2008
MS, Electronic & Computers Engg
BIET 2002 — 2006
Ray L. Mendez, MBA Ray L. Mendez, MBA's New York Life Insurance Company Experience February 2004 - May 2006
Job Assurance Confirmation Specialist at PwC
Industry Marketing and Advertising
Experience
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) December 2014 - Present
Marketing Consultant June 2012 - December 2014
University of South Florida December 2009 - June 2012
University of Phoenix October 2007 - July 2009
PMSI January 2007 - October 2007
Natura Therapeutics August 2006 - January 2007
New York Life Insurance Company February 2004 - May 2006
Fahlgren January 1999 - February 2004
Paradigm Communications, Inc. January 1998 - December 1998
ABC News 1994 - 1996
Skills
College Teaching, Public Speaking, Academic Advising, Higher Education, Editing, Teaching, Camera, Community Outreach, Documentaries, Creative Writing, Event Planning, Qualitative Research, Non-profits, Research, Copy Editing, Event Management, Copywriting, University Teaching, Video Production, Final Cut Pro, Strategic Planning, Journalism, Facebook, Social Networking, Student Development, Social Media, Press Releases, Video Editing, Newsletters, Media Relations, Adobe Creative Suite, Multimedia, AP Style, Blogging, Storytelling, News Writing, Proofreading, Photoshop, Public Relations, Photography, Advertising, Video, Marketing Communications, Strategic Communications, Integrated Marketing, Marketing, SEO, Social Media Marketing, Radio, Publicity
Education
University of South Florida 2000 — 2001
MBA, Marketing, Finance, Management
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) December 2014 - Present
Marketing Consultant June 2012 - December 2014
University of South Florida December 2009 - June 2012
University of Phoenix October 2007 - July 2009
PMSI January 2007 - October 2007
Natura Therapeutics August 2006 - January 2007
New York Life Insurance Company February 2004 - May 2006
Fahlgren January 1999 - February 2004
Paradigm Communications, Inc. January 1998 - December 1998
ABC News 1994 - 1996
Skills
College Teaching, Public Speaking, Academic Advising, Higher Education, Editing, Teaching, Camera, Community Outreach, Documentaries, Creative Writing, Event Planning, Qualitative Research, Non-profits, Research, Copy Editing, Event Management, Copywriting, University Teaching, Video Production, Final Cut Pro, Strategic Planning, Journalism, Facebook, Social Networking, Student Development, Social Media, Press Releases, Video Editing, Newsletters, Media Relations, Adobe Creative Suite, Multimedia, AP Style, Blogging, Storytelling, News Writing, Proofreading, Photoshop, Public Relations, Photography, Advertising, Video, Marketing Communications, Strategic Communications, Integrated Marketing, Marketing, SEO, Social Media Marketing, Radio, Publicity
Education
University of South Florida 2000 — 2001
MBA, Marketing, Finance, Management
Eugene Galantini Eugene Galantini's New York Life Insurance Company Experience November 2001 - February 2004
Job Chief Financial Officer at Second Alpha Partners, LLC
Industry Venture Capital & Private Equity
Experience
Second Alpha December 2012 - Present
Dolphin Equity Partners February 2004 - December 2012
New York Life Insurance Company November 2001 - February 2004
JP Morgan Chase May 1996 - November 2001
Paul Scherer & Company June 1993 - May 1996
Skills
Accounting, Auditing, Finance, Tax, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Valuation, Hedge Funds, Corporate Finance, Alternative Investments, Investments, Asset Management, Capital Markets, Corporate Development, Equities, Portfolio Management
Education
University of Scranton 1989 — 1993
BS, Accounting
Chaminade High School 1985 — 1989
Second Alpha December 2012 - Present
Dolphin Equity Partners February 2004 - December 2012
New York Life Insurance Company November 2001 - February 2004
JP Morgan Chase May 1996 - November 2001
Paul Scherer & Company June 1993 - May 1996
Skills
Accounting, Auditing, Finance, Tax, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Valuation, Hedge Funds, Corporate Finance, Alternative Investments, Investments, Asset Management, Capital Markets, Corporate Development, Equities, Portfolio Management
Education
University of Scranton 1989 — 1993
BS, Accounting
Chaminade High School 1985 — 1989
Terri Vick-Phillips, CFP, M. ed, NBCT Terri Vick-Phillips, CFP, M. ed, NBCT's New York Life Insurance Company Experience March 1997 - September 1998
Job Business Education Teacher at Lexington School Dist
Industry Primary/Secondary Education
Experience
Lexington School Dist August 2005 - Present
New York Life Insurance Company March 1997 - September 1998
Dean Witter Reynolds, Inc.l April 1984 - February 1991
Skills
Tutoring, Lesson Planning, Curriculum Development, Classroom Management, Teaching, Staff Development, Public Speaking, Investments, PowerPoint, Coaching, Research, Event Planning, Educational Technology, Educational Leadership, Editing, Curriculum Design, Literacy, Program Development, Community Outreach, Fundraising, Mutual Funds, Integrating Technology..., Entrepreneurship..., Risk Management, Student Engagement, Instructional Design, Technology Integration, Business Education, Classroom, Differentiated..., K-12, Leadership, Leadership Development, Microsoft Office, Microsoft Word, Strategic Planning, Teacher Training, Elementary Education, Mathematics Education, Smartboard, Curriculum Mapping, Instructional Technology, Social Studies, Higher Education, Data Driven Instruction
Education
Walden University 2007 — 2009
Masters, Education with a Specialization in Technology
College of Financial Planning 1989 — 1991
CFP, Certified Financial Planner
University of South Carolina-Columbia 1978 — 1983
Bachelor of Science, Finance and Management
Airport High School 1975 — 1978
Lexington School Dist August 2005 - Present
New York Life Insurance Company March 1997 - September 1998
Dean Witter Reynolds, Inc.l April 1984 - February 1991
Skills
Tutoring, Lesson Planning, Curriculum Development, Classroom Management, Teaching, Staff Development, Public Speaking, Investments, PowerPoint, Coaching, Research, Event Planning, Educational Technology, Educational Leadership, Editing, Curriculum Design, Literacy, Program Development, Community Outreach, Fundraising, Mutual Funds, Integrating Technology..., Entrepreneurship..., Risk Management, Student Engagement, Instructional Design, Technology Integration, Business Education, Classroom, Differentiated..., K-12, Leadership, Leadership Development, Microsoft Office, Microsoft Word, Strategic Planning, Teacher Training, Elementary Education, Mathematics Education, Smartboard, Curriculum Mapping, Instructional Technology, Social Studies, Higher Education, Data Driven Instruction
Education
Walden University 2007 — 2009
Masters, Education with a Specialization in Technology
College of Financial Planning 1989 — 1991
CFP, Certified Financial Planner
University of South Carolina-Columbia 1978 — 1983
Bachelor of Science, Finance and Management
Airport High School 1975 — 1978
Daniel Ferry Daniel Ferry's New York Life Insurance Company Experience September 2015 - Present
Job Sr. Solutions Analyst
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2015 - Present
T. Rowe Price September 2011 - September 2015
Healthesystems September 2010 - September 2011
Bisk Education July 2009 - October 2010
JPMorgan Chase December 2006 - April 2009
TEKsystems December 2006 - June 2007
Dow Electronics May 2006 - October 2006
PMSI May 2005 - May 2006
Trinsic Communications October 1999 - April 2005
Skills
Visio, SharePoint, Access, Excel, Outlook, SQL Server, MS Project, Word, DBVisualizer, DB2/SQL, Business Analysis, Project Implementation, SnagIt, PowerPoint, Agile & Waterfall..., RUP Methodologies, Business Process..., Microsoft Excel, SDLC, Microsoft SQL Server, Microsoft Word, Integration, Data Analysis, Software Documentation, Databases, Requirements Analysis, Project Management, Quality Assurance, Leadership, User Acceptance Testing, Testing, Requirements Gathering, PMO, Vendor Management, Process Improvement, Management, Business Intelligence, Business Process, Telecommunications, Software Project..., Systems Analysis, Business Requirements, SQL, PMP, Agile Project Management, Microsoft Project
Education
University of South Florida 1996 — 2010
Bachelor of Arts, Communications
Hillsborough Community College 2001 — 2003
Associate of Arts, Liberal Arts
New York Life Insurance Company September 2015 - Present
T. Rowe Price September 2011 - September 2015
Healthesystems September 2010 - September 2011
Bisk Education July 2009 - October 2010
JPMorgan Chase December 2006 - April 2009
TEKsystems December 2006 - June 2007
Dow Electronics May 2006 - October 2006
PMSI May 2005 - May 2006
Trinsic Communications October 1999 - April 2005
Skills
Visio, SharePoint, Access, Excel, Outlook, SQL Server, MS Project, Word, DBVisualizer, DB2/SQL, Business Analysis, Project Implementation, SnagIt, PowerPoint, Agile & Waterfall..., RUP Methodologies, Business Process..., Microsoft Excel, SDLC, Microsoft SQL Server, Microsoft Word, Integration, Data Analysis, Software Documentation, Databases, Requirements Analysis, Project Management, Quality Assurance, Leadership, User Acceptance Testing, Testing, Requirements Gathering, PMO, Vendor Management, Process Improvement, Management, Business Intelligence, Business Process, Telecommunications, Software Project..., Systems Analysis, Business Requirements, SQL, PMP, Agile Project Management, Microsoft Project
Education
University of South Florida 1996 — 2010
Bachelor of Arts, Communications
Hillsborough Community College 2001 — 2003
Associate of Arts, Liberal Arts
Jean Douillard's New York Life Insurance Company Experience October 2009 - Present
Job Sr. Business Architect at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company October 2009 - Present
Florida Default Law Group April 2009 - October 2009
Sage Software October 2005 - December 2008
JPMorgan Chase August 2000 - February 2005
Chase Manhattan Corporation November 1998 - August 2000
Skills
Requirements Gathering, Process Improvement, Integration, System Design, Mergers, Business Requirements, SDLC, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, SharePoint, Visio, Business Intelligence, MS Project, Quality Assurance, Testing, Quality Center, User Acceptance Testing, SQLite, Photoshop, HTML, SOA, Service Oriented..., BPMN, Usability Testing, Human Factors, User Experience, User Interface Design, Microsoft Office, LOMA 280, LOMA 290, FLMI, IBM iSeries, ACORD, Software Documentation, Product Management, Software Implementation, Strategy, Systems Analysis, Waterfall, Business Process Design, Analysis, IT Strategy
Education
University of South Florida 1995 — 2000
BA, Management Information Systems
New York Life Insurance Company October 2009 - Present
Florida Default Law Group April 2009 - October 2009
Sage Software October 2005 - December 2008
JPMorgan Chase August 2000 - February 2005
Chase Manhattan Corporation November 1998 - August 2000
Skills
Requirements Gathering, Process Improvement, Integration, System Design, Mergers, Business Requirements, SDLC, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, SharePoint, Visio, Business Intelligence, MS Project, Quality Assurance, Testing, Quality Center, User Acceptance Testing, SQLite, Photoshop, HTML, SOA, Service Oriented..., BPMN, Usability Testing, Human Factors, User Experience, User Interface Design, Microsoft Office, LOMA 280, LOMA 290, FLMI, IBM iSeries, ACORD, Software Documentation, Product Management, Software Implementation, Strategy, Systems Analysis, Waterfall, Business Process Design, Analysis, IT Strategy
Education
University of South Florida 1995 — 2000
BA, Management Information Systems
Doyle Bedingfield's New York Life Insurance Company Experience September 2012 - Present
Job
Industry Marketing and Advertising
Experience
New York Life Insurance Company September 2012 - Present
Skills
Direct Marketing, Database Marketing, Direct Mail, Marketing Strategy, Customer Acquisition, Integrated Marketing, Email Marketing, Analytics, Competitive Analysis, Market Research, Multi-channel Marketing, Segmentation, CRM, Lead Generation, Marketing Management
Education
University of South Florida 1998 — 2001
Bachelor of Science Business Administration
New York Life Insurance Company September 2012 - Present
Skills
Direct Marketing, Database Marketing, Direct Mail, Marketing Strategy, Customer Acquisition, Integrated Marketing, Email Marketing, Analytics, Competitive Analysis, Market Research, Multi-channel Marketing, Segmentation, CRM, Lead Generation, Marketing Management
Education
University of South Florida 1998 — 2001
Bachelor of Science Business Administration
Dalin Mitchell's New York Life Insurance Company Experience July 2011 - September 2014
Job
Industry Insurance
Experience
USI Insurance Services October 2014 - Present
New York Life Insurance Company July 2011 - September 2014
WCI Communities January 2006 - June 2009
WCI Communities January 2003 - January 2006
WCI Communities April 2001 - January 2003
Gevity HR Inc May 1999 - April 2001
Time Customer Service, Inc. January 1996 - May 1999
Skills
Database Marketing, Forecasting, Strategic Planning, Analysis, Segmentation, Direct Marketing, Direct Mail, Market Research, Competitive Analysis, Lead Generation, Analytics, Email Marketing, Market Planning, Customer Retention, Marketing Management, Marketing, Online Advertising, CRM, Market Analysis, Marketing Strategy, E-commerce, Web Analytics, Business Development, Leadership, Integrated Marketing, Advertising, Sales Management, Management, Sales, Team Leadership, Team Management, Project Management, Digital Media, Online Marketing, Enterprise Software, Strategy, Project Planning, Marketing Communications, Strategic Partnerships, Business Planning, B2B, Digital Marketing, Brand Management, Product Marketing
Education
University of South Florida 1997 — 1998
MBA, Marketing, Management
University of South Florida 1991 — 1993
Bachelors, Marketing
Saint Petersburg High School 1985 — 1989
Diploma, IB Program
USI Insurance Services October 2014 - Present
New York Life Insurance Company July 2011 - September 2014
WCI Communities January 2006 - June 2009
WCI Communities January 2003 - January 2006
WCI Communities April 2001 - January 2003
Gevity HR Inc May 1999 - April 2001
Time Customer Service, Inc. January 1996 - May 1999
Skills
Database Marketing, Forecasting, Strategic Planning, Analysis, Segmentation, Direct Marketing, Direct Mail, Market Research, Competitive Analysis, Lead Generation, Analytics, Email Marketing, Market Planning, Customer Retention, Marketing Management, Marketing, Online Advertising, CRM, Market Analysis, Marketing Strategy, E-commerce, Web Analytics, Business Development, Leadership, Integrated Marketing, Advertising, Sales Management, Management, Sales, Team Leadership, Team Management, Project Management, Digital Media, Online Marketing, Enterprise Software, Strategy, Project Planning, Marketing Communications, Strategic Partnerships, Business Planning, B2B, Digital Marketing, Brand Management, Product Marketing
Education
University of South Florida 1997 — 1998
MBA, Marketing, Management
University of South Florida 1991 — 1993
Bachelors, Marketing
Saint Petersburg High School 1985 — 1989
Diploma, IB Program
Michael T. Hall, ChFC®, CASL, LTCP's New York Life Insurance Company Experience September 2000 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Peter Varisco's New York Life Insurance Company Experience January 2012 - Present
Job Corporate Vice President Analytics at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company November 2008 - September 2012
New York Life Insurance Company March 2006 - November 2008
University of South Florida September 1994 - December 1996
Plant City High School November 1987 - June 1993
Skills
Analytics, Statistics, Forecasting, Direct Marketing, Call Center, Call Centers, Segmentation, Strategy, Customer Acquisition, Customer Retention, Management, Predictive Modeling, Database Marketing, Lead Generation, CRM, Predictive Analytics
Education
University of South Florida 1994 — 1997
Master's degree, Mathematics and Statistics
New York Life Insurance Company January 2012 - Present
New York Life Insurance Company November 2008 - September 2012
New York Life Insurance Company March 2006 - November 2008
University of South Florida September 1994 - December 1996
Plant City High School November 1987 - June 1993
Skills
Analytics, Statistics, Forecasting, Direct Marketing, Call Center, Call Centers, Segmentation, Strategy, Customer Acquisition, Customer Retention, Management, Predictive Modeling, Database Marketing, Lead Generation, CRM, Predictive Analytics
Education
University of South Florida 1994 — 1997
Master's degree, Mathematics and Statistics
Hershell Dailey's New York Life Insurance Company Experience June 2010 - October 2013
Job President at Strategic Wealth Advisory Group
Industry Financial Services
Experience
Strategic Wealth Advisory Group, LLC October 2013 - Present
New York Life Insurance Company June 2010 - October 2013
Skills
Management, Sales Operations, Public Speaking, Annuity Sales, Wealth Accumulation..., Wealth Preservation..., 401k Rollovers, Qualified Retirement..., Customer Service, Buyer Representation, Investment Properties, Marketing, Foreclosures, Sellers, Single Family Homes, Residential Homes, Short Sales, Finance, Retirement
Education
University of South Carolina-Columbia 1995 — 1999
Bachelor of Science (B.S.) in Electrical Engineering
Strategic Wealth Advisory Group, LLC October 2013 - Present
New York Life Insurance Company June 2010 - October 2013
Skills
Management, Sales Operations, Public Speaking, Annuity Sales, Wealth Accumulation..., Wealth Preservation..., 401k Rollovers, Qualified Retirement..., Customer Service, Buyer Representation, Investment Properties, Marketing, Foreclosures, Sellers, Single Family Homes, Residential Homes, Short Sales, Finance, Retirement
Education
University of South Carolina-Columbia 1995 — 1999
Bachelor of Science (B.S.) in Electrical Engineering
Ira Castellano's New York Life Insurance Company Experience March 2015 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2015 - Present
SPD inc August 1989 - October 2014
Skills
Customer Service, Management, Sales, Microsoft Excel, Microsoft Word, Leadership, Retail, Strategic Planning, PowerPoint, Marketing
Education
University of Scranton 1984 — 1988
Bachelor's degree, Marketing Major Biology Minor, B
Mid Valley Secondary Center 1980 — 1984
New York Life Insurance Company March 2015 - Present
SPD inc August 1989 - October 2014
Skills
Customer Service, Management, Sales, Microsoft Excel, Microsoft Word, Leadership, Retail, Strategic Planning, PowerPoint, Marketing
Education
University of Scranton 1984 — 1988
Bachelor's degree, Marketing Major Biology Minor, B
Mid Valley Secondary Center 1980 — 1984
Donna McTavish, PHR's New York Life Insurance Company Experience May 1996 - Present
Job CVP, Human Resources Business Partner at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company May 1996 - Present
Education
University of South Florida 2007 — 2007
New York Life Insurance Company May 1996 - Present
Education
University of South Florida 2007 — 2007
edward conk's New York Life Insurance Company Experience August 2009 - Present
Job at New York Life Insurance Company
Industry Consumer Goods
Experience
New York Life Insurance Company August 2009 - Present
Campbell Sales Company 1981 - 2007
Education
University of South Florida
New York Life Insurance Company August 2009 - Present
Campbell Sales Company 1981 - 2007
Education
University of South Florida
Alicia Melton's New York Life Insurance Company Experience 2009 - Present
Job AVP of Finance at New York Life
Industry Insurance
Experience
New York Life Insurance Company 2009 - Present
Sage Software July 2006 - January 2009
Education
University of South Florida 1990 — 1994
B.A, Accounting
New York Life Insurance Company 2009 - Present
Sage Software July 2006 - January 2009
Education
University of South Florida 1990 — 1994
B.A, Accounting
Chris Poli's New York Life Insurance Company Experience June 2003 - Present
Job Director at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2003 - Present
Education
University of Scranton 1999 — 2003
B.S., Major in Mgt with Minors in Finance and Operations Mgt
Wissahickon High School
New York Life Insurance Company June 2003 - Present
Education
University of Scranton 1999 — 2003
B.S., Major in Mgt with Minors in Finance and Operations Mgt
Wissahickon High School
Teri Oldknow's New York Life Insurance Company Experience July 2011 - April 2012
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
New York Life Insurance Company July 2011 - April 2012
Hilltop Management Company January 2010 - June 2011
De Anza Land and Leisure Corp. April 1994 - December 2009
Saddle Sore Saloon April 2004 - July 2009
Starlight Drive In Atlanta 2000 - 2009
Skills
Real Estate Development, Due Diligence, Real Estate, Negotiation, Strategy, Creative Direction, Marketing, Public Speaking, Entrepreneurship, Contract Negotiation, Strategic Planning, Residential Homes, Event Management, Portfolio Management, Investment Properties, Private Equity, Finance, Investments, Team Building, Strategic Financial..., Disposition, Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Asset Management, Real Estate Financing, Small Business, Business Development, Mergers & Acquisitions, Retirement Planning, Market Research, Corporate Development, Joint Ventures, Brokerage, Commercial Real Estate, Business Planning, Mortgage Lending, Real Estate Transactions, Business Strategy, Start-ups, Marketing Strategy
Education
University of Southern California 1977 — 1981
BA, International Relations
Westridge High School, Pasadena, CA 1974 — 1976
High School
Merrill Lynch June 2012 - Present
New York Life Insurance Company July 2011 - April 2012
Hilltop Management Company January 2010 - June 2011
De Anza Land and Leisure Corp. April 1994 - December 2009
Saddle Sore Saloon April 2004 - July 2009
Starlight Drive In Atlanta 2000 - 2009
Skills
Real Estate Development, Due Diligence, Real Estate, Negotiation, Strategy, Creative Direction, Marketing, Public Speaking, Entrepreneurship, Contract Negotiation, Strategic Planning, Residential Homes, Event Management, Portfolio Management, Investment Properties, Private Equity, Finance, Investments, Team Building, Strategic Financial..., Disposition, Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Asset Management, Real Estate Financing, Small Business, Business Development, Mergers & Acquisitions, Retirement Planning, Market Research, Corporate Development, Joint Ventures, Brokerage, Commercial Real Estate, Business Planning, Mortgage Lending, Real Estate Transactions, Business Strategy, Start-ups, Marketing Strategy
Education
University of Southern California 1977 — 1981
BA, International Relations
Westridge High School, Pasadena, CA 1974 — 1976
High School
Daisy Viteri's New York Life Insurance Company Experience January 2011 - March 2012
Job Mortgage Lock Coordinator at FBC Mortgage
Industry Financial Services
Experience
McKinsey & Company May 2015 - Present
FBC Mortgage LLC March 2014 - May 2015
HomeBanc Mortgage March 2012 - March 2014
New York Life Insurance Company January 2011 - March 2012
Colonial Bank April 2009 - February 2010
SMT November 2007 - March 2009
Market Street Mortgage March 2003 - May 2008
Skills
Accounting, Investments, Underwriting, Credit, Loans, Mortgage Lending, Credit Analysis, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Mortgage Underwriting, Finance, Secondary Market
Education
University of South Florida - College of Business Administration 1996 — 2002
BS, Finance
McKinsey & Company May 2015 - Present
FBC Mortgage LLC March 2014 - May 2015
HomeBanc Mortgage March 2012 - March 2014
New York Life Insurance Company January 2011 - March 2012
Colonial Bank April 2009 - February 2010
SMT November 2007 - March 2009
Market Street Mortgage March 2003 - May 2008
Skills
Accounting, Investments, Underwriting, Credit, Loans, Mortgage Lending, Credit Analysis, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Mortgage Underwriting, Finance, Secondary Market
Education
University of South Florida - College of Business Administration 1996 — 2002
BS, Finance
Clint Cornette's New York Life Insurance Company Experience July 1994 - Present
Job District Agent Financial Services Professional, New York Life Insurance Company & NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company July 1994 - Present
Skills
401k Rollovers, Retirement Planning, Insurance, Investments, Annuities, Variable Annuities, Estate Planning, Small Business, Guaranteed Lifetime..., Succession Planning, Wealth Preservation..., Asset Protection, Key Person Insurance, Individual Pension Plans, Disability Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Sales, Finance, Life Insurance, Customer Service, Team Building
Education
University of South Carolina-Columbia 1985 — 1988
Bachelor of Arts (B.A.), Sociology
New York Life Insurance Company July 1994 - Present
Skills
401k Rollovers, Retirement Planning, Insurance, Investments, Annuities, Variable Annuities, Estate Planning, Small Business, Guaranteed Lifetime..., Succession Planning, Wealth Preservation..., Asset Protection, Key Person Insurance, Individual Pension Plans, Disability Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Sales, Finance, Life Insurance, Customer Service, Team Building
Education
University of South Carolina-Columbia 1985 — 1988
Bachelor of Arts (B.A.), Sociology
Kent Reifert's New York Life Insurance Company Experience April 2015 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2015 - Present
Delta Air Lines February 2011 - December 2014
Delta Air Lines February 2009 - February 2011
Northwest Airlines July 2007 - February 2009
Northwest Airlines December 2006 - June 2007
Northwest Airlines December 2005 - December 2006
Northwest Airlines November 2003 - December 2005
Northwest Airlines August 2003 - November 2003
Northwest Airlines November 1987 - August 2003
Skills
Call Center, Recruiting, Leadership, Management, Program Management, Coaching, Operations Management, Customer Service, Call Centers, Negotiation, Airlines, Organizational..., Change Management, Project Planning, Employee Relations, Budgets, Analysis, Data Analysis, Training, Team Building, Forecasting, Leadership Development, Cross-functional Team..., Project Management, Business Analysis, Customer Experience, Process Scheduler, Team Leadership, Strategic Planning, Customer Satisfaction, Vendor Management, Business Process..., Account Management, Sales, Performance Management, Employee Engagement, Interviews, Human Resources, Sales Management, Employee Training, Aviation, Commercial Aviation, Time Management, Business Development, Six Sigma, Airports, Contract Management, Strategy, Contract Negotiation, Administration
Education
University of South Florida
Bachelor of Arts, Communication
New York Life Insurance Company April 2015 - Present
Delta Air Lines February 2011 - December 2014
Delta Air Lines February 2009 - February 2011
Northwest Airlines July 2007 - February 2009
Northwest Airlines December 2006 - June 2007
Northwest Airlines December 2005 - December 2006
Northwest Airlines November 2003 - December 2005
Northwest Airlines August 2003 - November 2003
Northwest Airlines November 1987 - August 2003
Skills
Call Center, Recruiting, Leadership, Management, Program Management, Coaching, Operations Management, Customer Service, Call Centers, Negotiation, Airlines, Organizational..., Change Management, Project Planning, Employee Relations, Budgets, Analysis, Data Analysis, Training, Team Building, Forecasting, Leadership Development, Cross-functional Team..., Project Management, Business Analysis, Customer Experience, Process Scheduler, Team Leadership, Strategic Planning, Customer Satisfaction, Vendor Management, Business Process..., Account Management, Sales, Performance Management, Employee Engagement, Interviews, Human Resources, Sales Management, Employee Training, Aviation, Commercial Aviation, Time Management, Business Development, Six Sigma, Airports, Contract Management, Strategy, Contract Negotiation, Administration
Education
University of South Florida
Bachelor of Arts, Communication
Lloyd PIerre's New York Life Insurance Company Experience AgentNew York Life2008 - Present
Job Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company AgentNew York Life2008 - Present
Education
University of South Florida 1999 — 2005
B.A., Mathematics
New York Life Insurance Company AgentNew York Life2008 - Present
Education
University of South Florida 1999 — 2005
B.A., Mathematics
Steven Katzenstein's New York Life Insurance Company Experience November 1991 - August 1999
Job Financial Planner at HPG Wealthcare Advisors, LLC
Industry Financial Services
Experience
HPG Wealthcare Advisors, LLC June 2001 - Present
New York Life Insurance Company November 1991 - August 1999
Skills
Securities, Financial Planning, FINRA, Trading, Investments, Finance, Financial Analysis, Portfolio Management, Risk Management, Banking
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor of Science (B.S.), Marketing/Marketing Management
Ashbrook High School 1977 — 1979
HPG Wealthcare Advisors, LLC June 2001 - Present
New York Life Insurance Company November 1991 - August 1999
Skills
Securities, Financial Planning, FINRA, Trading, Investments, Finance, Financial Analysis, Portfolio Management, Risk Management, Banking
Education
University of South Carolina-Columbia 1979 — 1983
Bachelor of Science (B.S.), Marketing/Marketing Management
Ashbrook High School 1977 — 1979
Erica Dunn's New York Life Insurance Company Experience June 2003 - December 2007
Job Work at Home Sales Representative at HSN
Industry Broadcast Media
Experience
HSN June 2011 - June 2012
HSN July 2009 - June 2011
Bright Horizons August 2008 - June 2009
Simon Property Group March 2008 - August 2008
LinkShare Corporation September 2007 - December 2007
New York Life Insurance Company June 2003 - December 2007
Skills
Marketing, Management, Leadership, Budgets, Sales, Training, Editing, Event Planning, Retail, Human Resources, Customer Service, Project Planning, Event Management, PowerPoint
Education
University of South Florida 2006 — 2008
Business Administration, Marketing, Management
HSN June 2011 - June 2012
HSN July 2009 - June 2011
Bright Horizons August 2008 - June 2009
Simon Property Group March 2008 - August 2008
LinkShare Corporation September 2007 - December 2007
New York Life Insurance Company June 2003 - December 2007
Skills
Marketing, Management, Leadership, Budgets, Sales, Training, Editing, Event Planning, Retail, Human Resources, Customer Service, Project Planning, Event Management, PowerPoint
Education
University of South Florida 2006 — 2008
Business Administration, Marketing, Management
Caitlin Karnes's New York Life Insurance Company Experience May 2009 - November 2009
Job AVP Accounts Control at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi November 2013 - March 2015
Citi August 2011 - November 2013
Citi January 2010 - October 2011
New York Life Insurance Company May 2009 - November 2009
ING Financial Partners July 2008 - December 2008
Merill Lynch May 2007 - August 2007
Skills
Customer Service, Banking, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Sales, Financial Analysis, Business Analysis, Marketing, Leadership
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors of Science, Economics with a minor in Business Administration
Citi April 2015 - Present
Citi November 2013 - March 2015
Citi August 2011 - November 2013
Citi January 2010 - October 2011
New York Life Insurance Company May 2009 - November 2009
ING Financial Partners July 2008 - December 2008
Merill Lynch May 2007 - August 2007
Skills
Customer Service, Banking, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Sales, Financial Analysis, Business Analysis, Marketing, Leadership
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors of Science, Economics with a minor in Business Administration
Glenn Meinecke's New York Life Insurance Company Experience April 2012 - Present
Job Corporate Vice President PMO at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company January 2011 - May 2012
PricewaterhouseCoopers 2006 - January 2011
PricewaterhouseCoopers 1999 - 2006
PricewaterhouseCoopers 1996 - 1999
PricewaterhouseCoopers 1991 - 1996
Honeywell 1989 - 1991
Skills
PMO, PMP, Vendor Management, MS Project, Project Portfolio..., Software Project..., Waterfall, Outsourcing, SDLC, Scrum, IT Strategy, Six Sigma, ERP, Program Management, Management Consulting, Service Delivery, Requirements Analysis, Project Planning, Change Management, ITIL, Process Improvement, Management, Agile Methodologies, Visio, Software Development, Business Analysis, Cross-functional Team..., Project Delivery, Risk Management, PMI, Process Engineering, Governance, Business Transformation, Integration, Resource Management, Quality Assurance, CRM, Business Process..., IT Operations, Team Leadership, Team Management, Enterprise Architecture, Requirements Gathering, Business Process, SharePoint, Business Intelligence, Project Management, Security, IT Management, IT Service Management
Education
University of South Florida
BS, Management of Information Systems
University of South Florida
BS, Human Resource Management
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company January 2011 - May 2012
PricewaterhouseCoopers 2006 - January 2011
PricewaterhouseCoopers 1999 - 2006
PricewaterhouseCoopers 1996 - 1999
PricewaterhouseCoopers 1991 - 1996
Honeywell 1989 - 1991
Skills
PMO, PMP, Vendor Management, MS Project, Project Portfolio..., Software Project..., Waterfall, Outsourcing, SDLC, Scrum, IT Strategy, Six Sigma, ERP, Program Management, Management Consulting, Service Delivery, Requirements Analysis, Project Planning, Change Management, ITIL, Process Improvement, Management, Agile Methodologies, Visio, Software Development, Business Analysis, Cross-functional Team..., Project Delivery, Risk Management, PMI, Process Engineering, Governance, Business Transformation, Integration, Resource Management, Quality Assurance, CRM, Business Process..., IT Operations, Team Leadership, Team Management, Enterprise Architecture, Requirements Gathering, Business Process, SharePoint, Business Intelligence, Project Management, Security, IT Management, IT Service Management
Education
University of South Florida
BS, Management of Information Systems
University of South Florida
BS, Human Resource Management
Rory Beaco's New York Life Insurance Company Experience October 2009 - May 2012
Job Financial Specialist
Industry Financial Services
Experience
PNC July 2013 - Present
Brown Greer, PLC May 2012 - July 2013
New York Life Insurance Company October 2009 - May 2012
Morgan Stanley Smith Barney April 2007 - October 2009
Skills
Nonprofits, Retirement Planning, IRAs, Estate Planning, Finance, Financial Services, Leadership Development, 401k Rollovers, Series 63, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Mutual Funds, Financial Planning, Leadership, Customer Service, Microsoft Office, Public Speaking
Education
University of South Alabama 1995 — 2001
Bachelors, History/Pre-Law
University of South Alabama 1995 — 2001
Bachelor of Arts (B.A.), History Pre-Law
PNC July 2013 - Present
Brown Greer, PLC May 2012 - July 2013
New York Life Insurance Company October 2009 - May 2012
Morgan Stanley Smith Barney April 2007 - October 2009
Skills
Nonprofits, Retirement Planning, IRAs, Estate Planning, Finance, Financial Services, Leadership Development, 401k Rollovers, Series 63, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Mutual Funds, Financial Planning, Leadership, Customer Service, Microsoft Office, Public Speaking
Education
University of South Alabama 1995 — 2001
Bachelors, History/Pre-Law
University of South Alabama 1995 — 2001
Bachelor of Arts (B.A.), History Pre-Law
Pattie Goggin's New York Life Insurance Company Experience January 2009 - Present
Job Claims Examiner at New York Life Insurance Company
Industry Real Estate
Experience
New York Life Insurance Company January 2009 - Present
Education
University of South Florida - College of Business Administration
New York Life Insurance Company January 2009 - Present
Education
University of South Florida - College of Business Administration
Eulalia DeJesus-Normand's New York Life Insurance Company Experience April 2012 - Present
Job
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2012 - Present
Skills
C#, ASP.NET MVC, ASP.NET AJAX, JavaScript, Sitecore, LINQ, SQL, ADO.NET, T-SQL, WCF, SQL Server, VB.NET, Infragistics, Java, .NET, XML, C++, Web Services, Visual Studio, WPF, SOAP, MSMQ, SSIS, AJAX, DB2, ASP.NET, Microsoft SQL Server
Education
University of South Florida 2007 — 2011
BSAS, Information Technology
New York Life Insurance Company April 2012 - Present
Skills
C#, ASP.NET MVC, ASP.NET AJAX, JavaScript, Sitecore, LINQ, SQL, ADO.NET, T-SQL, WCF, SQL Server, VB.NET, Infragistics, Java, .NET, XML, C++, Web Services, Visual Studio, WPF, SOAP, MSMQ, SSIS, AJAX, DB2, ASP.NET, Microsoft SQL Server
Education
University of South Florida 2007 — 2011
BSAS, Information Technology
Henry Diaz's New York Life Insurance Company Experience April 2006 - January 2009
Job Financial Services Recruiter
Industry Financial Services
Experience
New York Life March 2014 - Present
Recruit Savvy June 2013 - August 2014
VantagePointe Financial Group October 2012 - September 2013
Sales Consultants of Grand Rapids January 2011 - March 2012
New York Life Insurance Company April 2006 - January 2009
John Hancock Life Insurance Company (U.S.A.) September 1998 - April 2006
Skills
Training, Recruiting, Interviews, Sales, Selling, Fixed Annuities, Long-term Care, Insurance
Education
University of South Florida 1994 — 1996
Bachelor of Science (B.S.), Social Science Teacher Education
New York Life March 2014 - Present
Recruit Savvy June 2013 - August 2014
VantagePointe Financial Group October 2012 - September 2013
Sales Consultants of Grand Rapids January 2011 - March 2012
New York Life Insurance Company April 2006 - January 2009
John Hancock Life Insurance Company (U.S.A.) September 1998 - April 2006
Skills
Training, Recruiting, Interviews, Sales, Selling, Fixed Annuities, Long-term Care, Insurance
Education
University of South Florida 1994 — 1996
Bachelor of Science (B.S.), Social Science Teacher Education
Minas Joannides MD's New York Life Insurance Company Experience 2004 - 2013
Job Allstate Life and Retirement
Industry Financial Services
Experience
Allstate May 2013 - Present
New York Life Insurance Company 2004 - 2013
Skills
Life Underwriting, Expertise in Mortality..., Competitive Analytics, Strategic Planning in..., Experiential Innovation, Creator of Resonant..., Process Optimization, Negotiation, Underwriting, Competitive Analysis, Life Insurance
Education
University of Southern California
Post-Graduate Training, Internal Medicine
Allstate May 2013 - Present
New York Life Insurance Company 2004 - 2013
Skills
Life Underwriting, Expertise in Mortality..., Competitive Analytics, Strategic Planning in..., Experiential Innovation, Creator of Resonant..., Process Optimization, Negotiation, Underwriting, Competitive Analysis, Life Insurance
Education
University of Southern California
Post-Graduate Training, Internal Medicine
Talbot Larsen's New York Life Insurance Company Experience November 2013 - Present
Job Senior Associate Middleware. New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company November 2013 - Present
School District of Hillsborough County July 2011 - November 2013
Advance Auto Parts April 2009 - July 2011
Skills
Change Management, Team Leadership, Analysis, Leadership
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, MIS
New York Life Insurance Company November 2013 - Present
School District of Hillsborough County July 2011 - November 2013
Advance Auto Parts April 2009 - July 2011
Skills
Change Management, Team Leadership, Analysis, Leadership
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, MIS
Carter Hillen's New York Life Insurance Company Experience May 2009 - December 2010
Job Residential Sales Consultant at Service Experts
Industry Financial Services
Experience
Service Experts February 2012 - Present
New York Life Insurance Company May 2009 - December 2010
Skills
Fixed Annuities, Retirement, Investments, Insurance
Education
University of South Carolina-Columbia 1994 — 1998
BA, Economics
Service Experts February 2012 - Present
New York Life Insurance Company May 2009 - December 2010
Skills
Fixed Annuities, Retirement, Investments, Insurance
Education
University of South Carolina-Columbia 1994 — 1998
BA, Economics
Steven Shekitka's New York Life Insurance Company Experience January 2011 - April 2013
Job Registered Representative at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
Independent January 2013 - Present
The Guardian Life Insurance Company of America January 2013 - December 2013
New York Life Insurance Company January 2011 - April 2013
Skills
Risk Management, Life Insurance, Employee Benefits, Insurance, Customer Service, Strategic Planning, Team Building, Health Insurance, Financial Analysis, Leadership, Wealth Management, Underwriting, Small Business, Estate Planning, IRAs, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance, 401k, Long-term Care, Mutual Funds, Investments, Series 6, Variable Annuities, Whole Life, Roth IRA, Universal Life, 401k Rollovers
Education
University of South Carolina-Columbia
Independent January 2013 - Present
The Guardian Life Insurance Company of America January 2013 - December 2013
New York Life Insurance Company January 2011 - April 2013
Skills
Risk Management, Life Insurance, Employee Benefits, Insurance, Customer Service, Strategic Planning, Team Building, Health Insurance, Financial Analysis, Leadership, Wealth Management, Underwriting, Small Business, Estate Planning, IRAs, Retirement, Disability Insurance, Fixed Annuities, Retirement Planning, Long Term Care Insurance, 401k, Long-term Care, Mutual Funds, Investments, Series 6, Variable Annuities, Whole Life, Roth IRA, Universal Life, 401k Rollovers
Education
University of South Carolina-Columbia
L. Eric Johnson's New York Life Insurance Company Experience July 2009 - December 2010
Job IT Product Support | Sales | Veterinary || Open to New Opportunities
Industry Computer Networking
Experience
Leaders in IT Product Support Sales Veterinary in Greater New York City Area 2012 - Present
Freeman's Lantern June 2011 - Present
MassMutual Financial Group January 2011 - June 2011
New York Life Insurance Company July 2009 - December 2010
Skills
Novell CNE certification, Microsoft Certified..., Microsoft Certified..., Microsoft Certified...
Education
University of South Florida 1971 — 1976
Zoology
Leaders in IT Product Support Sales Veterinary in Greater New York City Area 2012 - Present
Freeman's Lantern June 2011 - Present
MassMutual Financial Group January 2011 - June 2011
New York Life Insurance Company July 2009 - December 2010
Skills
Novell CNE certification, Microsoft Certified..., Microsoft Certified..., Microsoft Certified...
Education
University of South Florida 1971 — 1976
Zoology
Carl Mcguire's New York Life Insurance Company Experience July 2014 - Present
Job Regulatory Compliance
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Prudential Financial June 1984 - July 2012
Prudential retirement 1984 - 2012
Skills
Series 63, Mutual Funds, FINRA, Financial Services, Series 7, Pensions, Series 6, Retirement, 401k, Investment Advisory, Retirement Planning, Series 24
Education
University of Scranton 1980 — 1984
Bachelor of Science (BS), Economics / Finance
New York Life Insurance Company July 2014 - Present
Prudential Financial June 1984 - July 2012
Prudential retirement 1984 - 2012
Skills
Series 63, Mutual Funds, FINRA, Financial Services, Series 7, Pensions, Series 6, Retirement, 401k, Investment Advisory, Retirement Planning, Series 24
Education
University of Scranton 1980 — 1984
Bachelor of Science (BS), Economics / Finance
Kate Kuehn's New York Life Insurance Company Experience January 2010 - May 2012
Job Compensation Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2014 - Present
Goldman Sachs May 2012 - July 2014
New York Life Insurance Company January 2010 - May 2012
First Manhattan Consulting Group August 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Hedge Funds, Private Equity, Investments, Fixed Income, Equities, Alternative Investments, Valuation, Securities, Bloomberg, Series 7, Asset Management
Education
University of Scranton 2005 — 2009
Bachelor, Finance
Apollo Global Management LLC July 2014 - Present
Goldman Sachs May 2012 - July 2014
New York Life Insurance Company January 2010 - May 2012
First Manhattan Consulting Group August 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Analysis, Hedge Funds, Private Equity, Investments, Fixed Income, Equities, Alternative Investments, Valuation, Securities, Bloomberg, Series 7, Asset Management
Education
University of Scranton 2005 — 2009
Bachelor, Finance
Jesse Neth's New York Life Insurance Company Experience October 2014 - Present
Job QA Consultant at New York Life
Industry Information Technology and Services
Experience
New York Life Insurance Company October 2014 - Present
Agilysys May 2012 - October 2014
Agilysys August 2008 - May 2012
Agilysys August 2005 - August 2008
Bilmar Beach Resort August 2002 - August 2005
Skills
TFS, Quality Center, SQL, Visual Studio, Databases, Microsoft SQL Server, Software Quality..., Agile Methodologies, SDLC, Requirements Analysis, Scrum, Visio, Quality Assurance, Requirements Gathering, Software Documentation, JIRA
Education
University of South Florida 2001 — 2005
New York Life Insurance Company October 2014 - Present
Agilysys May 2012 - October 2014
Agilysys August 2008 - May 2012
Agilysys August 2005 - August 2008
Bilmar Beach Resort August 2002 - August 2005
Skills
TFS, Quality Center, SQL, Visual Studio, Databases, Microsoft SQL Server, Software Quality..., Agile Methodologies, SDLC, Requirements Analysis, Scrum, Visio, Quality Assurance, Requirements Gathering, Software Documentation, JIRA
Education
University of South Florida 2001 — 2005
Fred DeBellis (Work)'s New York Life Insurance Company Experience July 1994 - Present
Job sr application engineer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 1994 - Present
Skills
Unix, SQL, Enterprise Architecture, SDLC, SOA, Business Analysis, Project Management, Databases, Requirements Analysis, Visio, Software Project..., Oracle, Solution Architecture, Data Warehousing, Data Modeling
Education
University of Scranton
New York Life Insurance Company July 1994 - Present
Skills
Unix, SQL, Enterprise Architecture, SDLC, SOA, Business Analysis, Project Management, Databases, Requirements Analysis, Visio, Software Project..., Oracle, Solution Architecture, Data Warehousing, Data Modeling
Education
University of Scranton
Daniel Barrio's New York Life Insurance Company Experience March 2014 - Present
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company May 2012 - March 2014
New York Life Insurance Company June 2008 - May 2012
New York Life Insurance Company June 2006 - June 2008
Skills
Spanish-speaking, Financial Accounting, Financial Reporting, US GAAP reporting, Statutory Accounting, Separate Accounts, Audits of Employee..., Financial Variance..., Accounting, Sarbanes-Oxley Act, Financial Services, Financial Analysis, Financial Statements, GAAP, Internal Controls, Strategic Financial..., Fixed Annuities, Cash Flow, Employee Benefits, Life Insurance, 401k, Analysis, Auditing, CPA, Finance, General Ledger, Leadership, SEC filings, US GAAP, Variance Analysis, Financial Planning
Education
University of Scranton 1997 — 2001
Bachelor's degree, Accounting
Goshen
New York Life Insurance Company March 2014 - Present
New York Life Insurance Company May 2012 - March 2014
New York Life Insurance Company June 2008 - May 2012
New York Life Insurance Company June 2006 - June 2008
Skills
Spanish-speaking, Financial Accounting, Financial Reporting, US GAAP reporting, Statutory Accounting, Separate Accounts, Audits of Employee..., Financial Variance..., Accounting, Sarbanes-Oxley Act, Financial Services, Financial Analysis, Financial Statements, GAAP, Internal Controls, Strategic Financial..., Fixed Annuities, Cash Flow, Employee Benefits, Life Insurance, 401k, Analysis, Auditing, CPA, Finance, General Ledger, Leadership, SEC filings, US GAAP, Variance Analysis, Financial Planning
Education
University of Scranton 1997 — 2001
Bachelor's degree, Accounting
Goshen
Jeffrey Huester's New York Life Insurance Company Experience 1998 - 1999
Job Relationship Manager, Not For Profit Market at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial 1999 - Present
New York Life Insurance Company 1998 - 1999
Skills
Series 6, Series 63, Client Relations Skills, Relationship Management, RPF1, RPF2
Education
University of Scranton 2000 — 2004
Master of Business Administration (MBA), Information Systems
University of Scranton 1989 — 1993
Bachelor of Science (B.S.), Management
Prudential Financial 1999 - Present
New York Life Insurance Company 1998 - 1999
Skills
Series 6, Series 63, Client Relations Skills, Relationship Management, RPF1, RPF2
Education
University of Scranton 2000 — 2004
Master of Business Administration (MBA), Information Systems
University of Scranton 1989 — 1993
Bachelor of Science (B.S.), Management
Emanuela Ferrante's New York Life Insurance Company Experience May 2003 - Present
Job Sr. Training Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2003 - Present
LINKS-Central Florida Regional Transportation Authority 2001 - 2003
Lucent Technologies Corp. 1996 - 2001
Skills
Training, Organizational..., Vendor Management, Call Centers, Project Management, Department Budgeting, Microsoft Office 2007, Customer Service..., Office Management, Executive Support
Education
University of South Florida 1997 — 2001
Bachelor's degree, Marketing & Economics
Barnaba Oriani 1980 — 1985
Diploma, Accounting
New York Life Insurance Company May 2003 - Present
LINKS-Central Florida Regional Transportation Authority 2001 - 2003
Lucent Technologies Corp. 1996 - 2001
Skills
Training, Organizational..., Vendor Management, Call Centers, Project Management, Department Budgeting, Microsoft Office 2007, Customer Service..., Office Management, Executive Support
Education
University of South Florida 1997 — 2001
Bachelor's degree, Marketing & Economics
Barnaba Oriani 1980 — 1985
Diploma, Accounting
Jeff Mashall's New York Life Insurance Company Experience March 1995 - January 1997
Job Owner at Marshall Veterinary Insurance
Industry Insurance
Experience
Marshall Veterinary Insurance August 2010 - Present
HealthPlan Services January 1997 - August 2010
New York Life Insurance Company March 1995 - January 1997
Education
University of South Florida - College of Business Administration 1989 — 1992
Bachelor of Science (B.S.), Marketing
Marshall Veterinary Insurance August 2010 - Present
HealthPlan Services January 1997 - August 2010
New York Life Insurance Company March 1995 - January 1997
Education
University of South Florida - College of Business Administration 1989 — 1992
Bachelor of Science (B.S.), Marketing
Guillermo Cardoza's New York Life Insurance Company Experience April 2012 - Present
Job Senior Business Analyst at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 2012 - Present
Coventry Health Care, an Aetna Company 2005 - 2012
Skills
Business Analysis, Data Analysis, EDW, Microsoft SQL Server, Crystal Reports, Agile & Waterfall..., Microsoft Excel, Business Intelligence, Data Warehousing, Data Management, Business Process..., Business Process Mapping, BPMN, Management, PowerPoint, Lean Six Sigma, Outlook, Microsoft Word, Lotus, Dashboard
Education
University of South Florida 2001 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
New York Life Insurance Company April 2012 - Present
Coventry Health Care, an Aetna Company 2005 - 2012
Skills
Business Analysis, Data Analysis, EDW, Microsoft SQL Server, Crystal Reports, Agile & Waterfall..., Microsoft Excel, Business Intelligence, Data Warehousing, Data Management, Business Process..., Business Process Mapping, BPMN, Management, PowerPoint, Lean Six Sigma, Outlook, Microsoft Word, Lotus, Dashboard
Education
University of South Florida 2001 — 2011
Bachelor of Business Administration (B.B.A.), Management Information Systems, General