New York Life Long-Term Care
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New York Life Long-Term Care Employees
Western Reserve Group September 2007 - Present
New York Life Long Term Care August 2005 - September 2007
Assurant Employee Benefits July 2002 - August 2005
GE Employer's Reinsurance Corp July 1994 - July 2002
Skills
Insurance, Compliance, Executive Management, Budgeting, Vendor Management, software development, Software Architectural..., Object Oriented Design, Offshore Software..., Product Development, Project Management, Project Portfolio..., Business Process..., Software Development, Budgets, Process Improvement, Risk Management, Strategy, ITIL, Leadership, Enterprise Software, Management, Six Sigma, Security, SOA, Data Warehousing, Enterprise Architecture, IT Management, SDLC, Change Management, Data Center, Integration, Business Analysis, Program Management, IT Strategy, Software Project...
Education
The University of Kansas 1991 — 1993
BS, Computer Science
East Central Vocational Cooperative 1984 — 1986
AC/DC Circuits and Digital Electronics
New York Life Long-Term Care November 2004 - Present
Skills
Certified Long Term..., Californnia Partnership..., Retirement Planning, Employee Benefits, Strategic Financial..., Licensed Life Insurance..., AARP, LGBT Planning, Small Business, Business Planning, Annuity Sales
Education
Southern Oregon University
Bachelors, Business
New York Life Long-Term Care August 2014 - Present
Carrington Mortgage Services June 2013 - July 2014
CNAC August 2012 - May 2013
Angie's List December 2011 - July 2012
AURORA FSB BANK June 2009 - December 2011
CENTENE / Peach State Health Plan April 2008 - June 2009
Safe Guard Operations August 2006 - March 2008
United Acceptance June 2005 - August 2006
Nextel Communications July 2002 - April 2005
Skills
Loans, Credit, Customer Service, Marketing, Team Building, Sales, Account Management, Translation, Mortgage Lending, Underwriting, Call Centers, CRM, Cold Calling, Sales Operations, Analysis, B2B, Customer Retention, Finance, Management, Loan Servicing, Insurance, Portfolio Management, Salesforce.com, Training, Negotiation, Sales Management
Education
University of Texas
Business Administration
University of Phoenix
Business Administration
Julie Lilliston Communications March 2014 - Present
YouScience, LLC October 2013 - January 2014
Lovell Communications January 2013 - October 2013
MSL Chicago January 2011 - September 2012
Weber Shandwick October 1999 - October 2010
New York Life Long-Term Care April 1998 - April 1999
Nashville Area Chamber of Commerce May 1996 - November 1997
Katcher Communications 1995 - 1996
Skills
Public Relations, Strategic Communications, Corporate Communications, Employee Engagement, Community Engagement, Grassroots Marketing, Integrated Marketing, Internal Communications, Media Relations, Marketing Communications, Reputation Management, Crisis Communications, Advertising, Event Management, Social Media, Social Media Marketing, Press Releases, Strategy
Education
The College of Wooster 1988 — 1992
BA, English
Randolph Brooks Federal Credit Union April 2008 - October 2014
Dell March 2005 - May 2006
New York Life Long Term Care April 2001 - February 2005
Concordia University - Austin, TX February 1998 - April 2001
Skills
New Business Development, Resource Development, Cold Calling, Building Relationships, Highly detail oriented, Sales, Sales Management, Follow Through, Strategic Communications, Customer Retention, Membership Development, Volunteer Recruiting, Volunteer Training, Volunteer Management, Hospitality, Fundraising, Program Management, Banking, Strategic Planning, Credit, Leadership, Loans, Consumer Lending, Public Speaking, Business Development, Coaching, Customer Service, Management, Marketing
Education
Concordia University-St. Paul 1990 — 1993
BA, Education, Religion
New York Life Long-Term Care January 2003 - Present
Lockhart ISD July 1999 - June 2001
Skills
Claims Handling, Letter Writing, Claims Investigations, People-oriented, Team-oriented, The Latino Connection..., Phone Etiquette, Phone Coverage, Claims Review, Claims Resolution, Analysis
Education
Texas A& M University Corpus Christi 1996 — 1999
Bachelor's Degree in Music, Music Teacher Education
Del Mar College 1993 — 1996
Associate of Arts (A.A.), Music Teacher Education
Gregory Portland High School 1990 — 1993
USI Insurance Services February 2007 - Present
New York Life Long Term Care October 2003 - August 2006
Mutual of Omaha September 2002 - October 2003
Millard Refrigerated Services 1998 - 2000
Skills
Health Insurance, Insurance, Workers Compensation, Underwriting, Employee Benefits, General Insurance, Account Management, Human Resources, Customer Service, Strategic Planning, Benefits Administration, Sales, Management, Salesforce.com, Negotiation, Event Planning, Administrative..., New Business Development, Lotus Notes, Expense Reports, Microsoft Excel, Business Development, Property & Casualty..., Sales Management
Education
University of Nebraska at Omaha 1992 — 1994
Sulphur Springs High School 1986 — 1990
Hays CISD August 2014 - Present
New York Life Insurance Company June 2013 - April 2014
New York Life, Long-Term Care Division June 2009 - June 2013
New York Life Long-Term Care June 2007 - June 2009
Education
Region 13 Education Services Center 2014 — 2015
117 ELA&R (4-8), 111 GEN (4-8), and 154 ESL, Secondary Education and Teaching, 4-8
Texas Lutheran
Bachelor of Arts, Psychology
New York Life Long-Term Care February 2015 - Present
Franciscan Alliance, Inc. July 2014 - November 2014
Great American Insurance August 2013 - July 2014
Humana December 2012 - August 2013
Arcadian Health Plan/ Humana September 2011 - December 2012
Texas Municipal League Intergovernmental Risk Pool May 2011 - September 2011
Cooperative Managed Care Services, LLC (CMCS) March 2007 - November 2010
Regional Mental Health Center January 2001 - January 2005
Factors, Ltd. January 2001 - January 2003
People Helping People, Inc. January 2001 - January 2002
Skills
Case Managment, Mental Health, Utilization Management, Quality Assurance, Managed Care, Medicaid, Medicare Advantage, High Risk Pregnancy, Developmental..., SNP population, Health Coaching, High Risk Neonates, Oncology, Transplantation..., Population, Health Insurance, Healthcare, Wellness Coaching, Certified Case Manager, Medicaid Managed Care, Disease Management, Pediatrics, HIPAA, Nursing, Medicare, Gerontology, Patient Advocacy, Health Promotion, Patient Education, Behavioral Health, Medical Case Management, Treatment, HEDIS, Medical/Surgical, Healthcare Management, Acute Care, Provider Relations, Inpatient, Home Care, Healthcare Industry, Medicine, Health Education, Physician Relations, Long-term Care, Physicians, Healthcare Information..., EMR, Case Management, Medical-Surgical, Quality Improvement
Education
Purdue University-North Central Campus 1991 — 1993
Registered Nursing/Registered Nurse
Purdue University-North Central Campus
Frantzen Kaderli & Klier September 2006 - Present
New York Life Long-Term Care November 1999 - April 2006
UnitedHealth Group February 1997 - September 1999
Skills
Long Term Care, Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Medicare Supplements, Employee Benefits, Critical Illness, Medicare, Group Benefits, Claims, Health, Excel, Long-term Care, Fixed Annuities, Microsoft Excel, Claim, Universal Life, Life Insurance, Long Term Care Insurance, Whole Life, Customer Service, Public Speaking, Sales
Education
Austin Community College 2009 — 2013
Working on, Business Administration
Fredericksburg High School 1992 — 1996
Self Employed (1099 Resultant) July 2012 - Present
Kaeppel Consulting July 2014 - August 2014
AT&T April 2014 - May 2014
Bokanyi Consulting June 2012 - July 2012
Self Employed (1099 Contract Resultant) June 2009 - October 2011
Cycle Time Reengineering December 2007 - May 2009
USAA February 2005 - December 2007
The APQC Consulting Group November 2006 - March 2007
New York Life Long-Term Care January 2006 - March 2006
City and County Governments 2000 - 2005
Skills
Process Improvement, Project Management, Visio, Microsoft Excel, ERP, Access, Training, Lean Manufacturing, End User Training, Kaizen, Business Process..., Six Sigma, Process Engineering, Cross-functional Team..., Purchasing, Management Consulting, Business Process, Program Management, Management, Strategy, Business Transformation, Software Documentation, Analysis, SDLC, Continuous Improvement, Project Planning, Leadership, Business Process Mapping, Supply Chain, Budgets, Business Process..., Vendor Management, Change Management, Manufacturing, Business Analysis, Team Management, Project Portfolio..., Start-ups, Consulting, Business Intelligence, Human Resources, IT Strategy, Call Centers, Risk Management, CRM, Integration, PMO, Outsourcing, Requirements Gathering, PMP
Education
University of Michigan 1965 — 1967
MA
Parsons College 1961 — 1965
BA, History
United Capital Financial Advisers, LLC September 2013 - Present
Genworth Financial January 2012 - Present
New York Life Insurance Company November 2009 - January 2012
New York Life Long-Term Care July 2003 - November 2009
New York Life Insurance August 2001 - June 2003
Agents and Brokers of America 1999 - 2000
Skills
Business Development, Strong Communication..., Strategic Planning and..., Communication Skills, Strategic Planning, Retirement Planning, Program Management, Long-term Care, Team Building, Marketing Strategy, Leadership, Fixed Annuities, 401k, Cross-functional Team..., IRAs, Marketing, Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement, Employee Benefits, Life Insurance, Series 6, Financial Services, Sales, Variable Annuities, Series 63, Customer Service, Health Insurance, Financial Planners, FINRA, Estate Planning, Life & Health Insurance..., Mutual Funds, Series 7, Whole Life, Roth IRA, Series 65, Wealth Management, 401k Rollovers, Series 24, Securities, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Permanent Life Insurance, Risk Management
Education
St. Edward's University 1998 — 2002
Bachelors of Arts, Organizational Communication
New York Life Insurance Company November 2008 - Present
New York Life Long-Term Care 2008 - Present
Kathy Renick-Bell Photography 1992 - Present
Skills
Retirement Planning
Education
Texas State University 1976 — 1978
Dell Children's Medical Center of Central Texas November 2006 - Present
New York Life Long-Term Care May 2005 - November 2006
Deloitte 2002 - 2005
Deloitte USA 2002 - 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, Internal Controls, Strategic Financial..., Operating Budgets, Capital Budgeting, Financial Projection, Finance, Analysis, Budgets, Internal Audit, Business Planning, Due Diligence, Strategy, Risk Management, Management, Leadership, Managerial Finance, Revenue Recognition, Business Strategy, Variance Analysis, Sarbanes-Oxley, Financial Modeling, Cash Management, General Ledger, Business Process..., Executive Management, Corporate Finance, Process Improvement, Program Management, Acquisition Integration, Positive Personality, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 2002
Bachelors or Business Administration, Accounting
The University of Texas at Austin - The Red McCombs School of Business 1995 — 2002
Master in Professional Accounting, Accounting
Charles Schwab July 2011 - Present
New York Life Long-Term Care February 2010 - April 2011
McLane Advanced Technologies August 2009 - November 2009
Dell August 2008 - August 2009
AOL March 2006 - January 2008
Skills
SDLC, Test Planning, Quality Center, Software Project..., Agile Methodologies, Testing, Test Automation, User Acceptance Testing
Education
Gujarat University 1996 — 1999
Masters
St. Xavier's College 1991 — 1994
Bachelor's degree
New York Life Insurance Company April 2014 - Present
New York Life Long-Term Care July 2011 - April 2014
New York Life Long-Term Care June 2010 - July 2011
New York Life Long-Term Care February 2008 - June 2010
New York Life Long-Term Care August 2007 - February 2008
Dell November 2006 - August 2007
Skills
Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Multi Tasking, Insurance, Accounting
Education
Kalamazoo Valley Community College 2003 — 2004
Portage Northern High School 1999 — 2002
High School Diploma
New York Life Long-Term Care August 2015 - Present
Sense Corp January 2008 - Present
Lennox International January 2015 - August 2015
WellMed Medical Management October 2010 - January 2015
Cameron June 2010 - October 2010
Halliburton March 2010 - June 2010
Forestar Group Inc. October 2009 - December 2009
NetSpend Corporation November 2008 - August 2009
L'Oreal January 2007 - January 2008
CompuCom October 2006 - January 2008
Skills
Business Intelligence, Business Objects, Data Warehousing, SQL, ETL, Oracle, Microsoft SQL Server, Business Analysis, SharePoint, Data Modeling, Requirements Gathering, Active Directory, Oracle Warehouse Builder, Business Process..., IT Strategy, SDLC, Business Objects Data..., Requirements Analysis, Enterprise Architecture, Data Warehouse..., Visio, Business Process
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2007
Master of Science, Information Technology and Management
The University of Texas at Dallas 2001 — 2005
Bachelor of Science, Computer Science
New York Life Long-Term Care June 2006 - Present
Solectron Technology January 2004 - May 2006
Skills
Insurance, Process Improvement, Change Management, Customer Service, Leadership, Team Building
Education
Austin Community College 2009 — 2012
Associate's degree, Office Administration
Russ Lyon Sotherby's International Realty RealtorRE/MAXJanuary 2003 - May 2008
New York Life Long-Term Care October 1999 - April 2003
Education
DePaul University 1984 — 1985
Post Graduate Work, Human Resources/Marketing
Slippery Rock University of Pennsylvania 1967 — 1971
Bachelor, Liberal Arts
New York Life Long-Term Care February 2010 - Present
SpeechPATHS April 2007 - February 2010
Skills
Microsoft Excel, Customer Service, Insurance, Microsoft Office, Process Improvement, Business Analysis, PowerPoint, Microsoft Word
Education
Texas Lutheran University 2005 — 2009
Bachelor of Business Administration, Business- Marketing
Texas Lutheran University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Zoho Corporation April 2013 - Present
Zoho Corporation August 2011 - April 2013
New York Life Insurance and Precision Wealth Strategies June 2010 - February 2011
New York Life Long-Term Care 2011 - 2011
TradeMark Media June 2009 - December 2009
The Bernard Group September 2008 - September 2008
Cutter Aviation June 2008 - August 2008
ULTA Salon and Cosmetics June 2006 - September 2006
Skills
Advertising, Press Releases, Editing, CRM, Marketing, Management, Customer Service, Sales, Social Media Marketing
Education
The University of Texas at Austin 2005 — 2010
Bachelor of Arts, Plan II Honors Program
The University of Texas at Austin - Red McCombs School of Business 2005 — 2010
Bachelor of Business Administration, Marketing
Institute for the International Education of Students 2007 — 2007
Spanish Language and Culture
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
New York Life Long-Term Care Service ConsultantNorth America Life Insurance Company of Texas2001 - 2002
Education
Austin Community College 1995 — 1997
New York Life Insurance Company January 2010 - Present
New York Life Long-Term Care August 2006 - January 2010
New York Life August 2006 - January 2010
Skills
Strategic Planning, Business Development, Marketing, Customer Service, Term Life Insurance, Disability Insurance, Change Management, Cross-functional Team..., Long-term Care, Financial Analysis, Fixed Annuities, Life Insurance, Sales Management, Cold Calling, Employee Benefits, Sales Operations, Market Penetration, Budgets, IRAs, Long Term Care Insurance
Education
The University of New Mexico 1990 — 1994
Bachelor of Science, Construction Engineering
New York Life Insurance Company September 2013 - Present
New York Life Long-Term Care July 2011 - Present
New York Life Insurance Company January 2010 - Present
New York Life April 2006 - December 2010
New York Life March 1998 - February 2006
New York Life January 1992 - March 1998
Skills
Long-term Care, Retirement Planning, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Training, Management, Business Planning, Financial Planners, Marketing, Marketing Strategy, Whole Life, Sales, 401k, Variable Annuities, Small Business, Strategic Financial..., Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1970 — 1974
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cardinal Hayes H.S, 1966 — 1970
MAXIMUS September 2012 - Present
New York Life Long-Term Care June 2009 - September 2012
Guaranty Bank April 2008 - June 2009
Guaranty Bank October 2001 - April 2008
Old Kent Mortgage Company August 1998 - October 2001
Skills
Finance, Financial Analysis, Analysis, Financial Reporting, Process Improvement, Risk Management, Budgets, Banking, Accounting, Credit, Accounts Payable, Financial Accounting, Forecasting, General Ledger, Internal Controls, Project Management, Strategic Planning, Customer Service, Insurance, Management, Microsoft Excel
Education
Aquinas College 1986 — 1990
Accounting and Business/Management
New York Life Long-Term Care February 2012 - Present
Physicians Mutual Insurance Company August 2000 - February 2012
Mutual of Omaha 1990 - 2000
Amoco Life Insurance Company 1984 - 1990
Education
University of Nebraska-Lincoln 1980 — 1984
Mathematics
New York Life Insurance Company April 2012 - Present
New York Life Insurance Company October 2010 - March 2012
New York Life Long-Term Care November 2009 - January 2012
KB Home July 2006 - October 2009
Richmond American Homes 2004 - 2006
Main Street Homes 2003 - 2004
Capital Pacific Homes 1998 - 2002
Clark Wilson Homes 1993 - 1998
Skills
Process Improvement, Business Analysis, Employee Benefits, Contract Negotiation, Insurance, Budgets, Sales, Training, Analysis, Customer Service, Management, Negotiation, Program Management, Project Management
Education
The University of Texas at Austin 1988 — 1992
Charles Schwab February 2012 - Present
Agora Group Inc. February 2011 - Present
Bank of America February 2011 - August 2011
Wells Fargo Institutional Retirement and Services 2011 - 2011
BCBS of Tennessee April 2010 - May 2010
Pegasystems Inc September 2007 - May 2010
New York Life Long-Term Care July 2009 - September 2009
Kaiser Permanente IT 2008 - 2009
NYS Office of Children and Family Services 2006 - 2007
HSBC, HDPI (India) March 2004 - February 2006
Skills
Agile Project Management, Agile, Scrum, Iterative, Pega PRPC, Agile Methodologies, Requirements Analysis, Software Requirements, Software Documentation, Business Process..., Pegasystems PRPC, Training, Distributed Team..., Teamwork, Best Practices, Mentoring, Business Requirements, Business Process..., Facilitations, Strategy, Business Analysis, Visio, Process Optimization, Business Process..., Business Process Design, Quality Assurance
Education
Bangalore University
MBA
Bangalore University
B.Com
HSBC December 2008 - Present
Wachovia Bank May 2005 - August 2008
Ascia June 1998 - May 2005
New York Life Long-Term Care March 1996 - June 1998
Lincoln Financial Group May 1992 - February 1996
Education
University of Tampa 1983 — 1983
Business
Dean College 1981 — 1983
AA, Business
New York Life Long-Term Care 2005 - 2007
Greenberg Associates 2003 - 2004
PacifiCare Health Systems 2002 - 2003
United Healthcare. Managed Care for the Aged Division 1992 - 1994
The Long Term Care Group 1990 - 1992
Mass Mutual Life Insurance Company 1981 - 1989
Skills
Health Insurance, Long-term Care, Long Term Care Insurance, PPO, Healthcare Management, Business Strategy, Executive Management, Medicare, Managed Care, Disease Management, Healthcare Consulting, HIPAA, Insurance, Health Policy, Medicaid
Education
University of Massachusetts, Amherst
MSPH, Public Health Finance
New York Life Long-Term Care February 2009 - Present
St. Edward's University January 2007 - May 2008
St. Edward's University May 2007 - August 2007
St. Edward's University October 2005 - May 2006
Skills
Training, Human Resources, Microsoft Excel, Analysis, PowerPoint, Interviews, Entrepreneurship, Leadership, Insurance, Customer Service, Data Analysis, Public Speaking, Process Improvement, Strategic Planning, Research, Microsoft Office, Project Management, Budgets, Risk Management, Business Development, Social Media
Education
St. Edward's University 2004 — 2008
BBA, Entrepreneurship
BMAustin.com Realty Group, LLC January 2003 - Present
New York Life Long-Term Care November 1997 - July 2002
Education
The University of Texas at Austin 1977 — 1982
BBA, Data Processing & Analysis
New York Life Long-Term Care July 2001 - Present
New York Life July 2001 - Present
Education
Louisiana State University
Alliance for Senior Protection May 2012 - Present
New York Life Insurance Company September 2010 - May 2012
New York Life Long-Term Care September 2010 - May 2012
Property Now Investors 2005 - April 2011
Skills
Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, IRAs, Life Insurance, Long-term Care, Fixed Annuities, Retirement, Health Insurance, Estate Planning, Small Business, Employee Benefits, Whole Life, Financial Planners, Series 63, Strategic Financial..., Wealth, Mutual Funds, Universal Life, Series 6, Wealth Management, Personal Finance, Long Term Care Insurance, 401k, Commercial Insurance, Investments, Financial Services, Financial Advisory, Roth IRA, FINRA, Wealth Management..., Accident, Uniform Combined State..., Pensions, Asset Protection, Investment Advisory, Asset Allocation, Life & Health Insurance..., Personal Financial..., Cold Calling, Critical Illness, Income Protection, Series 7, Securities, Permanent Life Insurance, 401k Rollovers, Financial Planning
Education
Penn State University
New York Life Long-Term Care January 2010 - April 2012
Skills
Insurance, Long-term Care, Claim, Health Insurance
Education
The University of Texas at Austin
B.A.
BJC HealthCare June 2008 - Present
Nationwide Insurance 2006 - 2008
Allstate Insurance 2001 - 2006
New York Life Long-Term Care 1998 - 1999
Skills
Customer Service, Administrative..., PowerPoint, Customer Support, Recruiting, Process Improvement, Microsoft Excel, Telephone Skills, Public Speaking, Management, Social Media, Marketing, Budgets, Sales, Visio, Marketing Strategy, Microsoft Word
Education
Saint Louis University
MetLife December 2013 - Present
New York Life Long-Term Care September 2009 - October 2013
The American College June 2008 - August 2008
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Arts (BA), Economics
New York Life Long-Term Care May 2014 - Present
Texas Department of Insurance June 2012 - May 2014
Great American Financial Resources April 2009 - June 2012
Texas Tech Federal Credit Union August 2006 - March 2009
Skills
Insurance, Actuarial Science, Reinsurance, Health Insurance, Life Insurance, Access, Fixed Annuities, Term Life Insurance, Financial Analysis, VBA, Actuaries, General Insurance
Education
The University of Texas at Austin 1997 — 2002
Bachelor of Science (BS), Mathematics
New York Life Long-Term Care October 2011 - Present
Education
Regis University 1997 — 1999
Bachelor of Science, Registered Nurse