New York Life Retirement Plan Services

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New York Life Retirement Plan Services Employees

Employee
Years
Job
Industry
Aslin (Alvarez-Toro) Castillo Aslin (Alvarez-Toro) Castillo Holbrook, Massachusetts Details
Aslin (Alvarez-Toro) Castillo's New York Life Retirement Plan Services Experience September 2013 - Present
Job payroll service management professional
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   September 2013 - Present
New York Life Retirement Plan Services   April 2010 - April 2015
New York Life Retirement Plan Services   April 2010 - June 2013
Matera Vopat Matera & Johnson PC   July 2009 - April 2010
Invensys  June 2007 - May 2009

Skills
Legal Research, 401k, Retirement, Payroll, Invoicing, Benefits Administration, employee resource groups, Qualified Retirement..., Insurance, Financial Services, Employee Benefits, Retirement Planning, Investments, Team Building

Education
Southern New Hampshire University   2013 — 2015
Master's degree, Industrial and Organizational Psychology

Bridgewater State College   2005 — 2009
Bachelor's degree, Political Science and Government

thomas mitchell thomas mitchell Lakeville, Massachusetts Details
thomas mitchell's New York Life Retirement Plan Services Experience 2009 - 2013
Job Strategic Relationship Manager at CUNA Mutual Retirement Services
Industry Investment Management
Experience
CUNA Mutual Retirement Services   2015 - Present
Marsh & McLennan Agency  2013 - 2014
New York Life Retirement Plan Services   2009 - 2013
Putnam Investments  1993 - 2009

Skills
Series 7, Series 6, Series 63, Life Insurance License, Health & Accident..., Retirement, Pensions

Education
Bridgewater State University   1989 — 1993
Bachelor of Arts (BA), History/Business Administration

Patrick Murphy Patrick Murphy Greater Boston Area Details
Patrick Murphy's New York Life Retirement Plan Services Experience October 2013 - Present
Job President, John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   October 2013 - Present
New York Life Retirement Plan Services   August 2011 - October 2013
New York Life Retirement Plan Services   January 2004 - August 2011
American Express Retirement Plan Services   January 2001 - December 2003
Putnam Investments  February 1994 - December 2000
Diversified Investment Advisors  April 1989 - February 1994

Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution

Education
Brown University   1984 — 1988
BA, Organizational Behavior/Management

Brendan Densmore Brendan Densmore Greater Boston Area Details
Brendan Densmore's New York Life Retirement Plan Services Experience December 2014 - April 2015
Job Business Process Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Investments  April 2015 - Present
New York Life Retirement Plan Services   December 2014 - April 2015
New York Life Retirement Plan Services   October 2012 - December 2014
New York Life Retirement Plan Services   April 2008 - November 2012
Masiello Group   January 2007 - March 2008
Providence Bruins  December 2006 - May 2007

Skills
401k, Customer Relations, Retirement Planning, Fixed Annuities, Pensions, Fixed Income, IRAs, ERISA, Financial Services, Defined Benefit, Mutual Funds, Series 63, Retirement, Asset Allocation, Securities, Series 6, Investment Strategies, Investment Advisory, Wealth Management, Defined Contribution, Customer Service

Education
Johnson & Wales University   2002 — 2006
B.S., Marketing

Amanda Savini Amanda Savini Greater Boston Area Details
Amanda Savini's New York Life Retirement Plan Services Experience January 2013 - Present
Job Internal Sales Consultant, Stable Value at New York Life
Industry Financial Services
Experience
New York Life Retirement Plan Services   January 2013 - Present
New York Life Retirement Plan Services   March 2010 - January 2013
New York Life Retirement Plan Services   March 2008 - March 2010
New York Life Retirement Plan Services   2006 - 2008
Compurex Systems   October 2001 - November 2004
Integrated marketing communications agency specializing in high-tech companies   September 2000 - September 2001

Skills
Investments, Mutual Funds, 401k, Series 63, Proposal Writing, Series 6

Education
Simmons College   1997 — 2001
Bachelor of Arts, Public Relations and Marketing Communications

Simmons College   1997 — 2001
Bachelor of Arts, Public Relations and Marketing Communications

Dana Gaffney, QKA Dana Gaffney, QKA Greater Boston Area Details
Dana Gaffney, QKA's New York Life Retirement Plan Services Experience February 1994 - April 2015
Job Director, Senior ERISA Consultant at John Hancock Retirement Plan Services, QKA
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   February 1994 - April 2015
ADQ, Inc.   June 1990 - February 1994
General Cinema Corp   October 1989 - June 1990
Towers Watson  October 1986 - October 1989

Skills
Leadership, ERISA, Pensions, Defined Contribution, Customer Service, Retirement Planning, Fiduciary, Retirement, Mutual Funds, Defined Benefit

Education
St. Bonaventure University
BS, Mathematics, Business Administration

Tatiyana Miles Tatiyana Miles Bronx, New York Details
Tatiyana Miles's New York Life Retirement Plan Services Experience January 2013 - July 2013
Job Business Professional
Industry Financial Services
Experience
New York Life Insurance Company  August 2013 - September 2014
New York Life Retirement Plan Services   January 2013 - July 2013
Alvin Ailey American Dance Theater  July 2012 - July 2013
Family Crisis Center Domestic Violence Shelter   May 2011 - July 2012

Skills
Public Speaking, Customer Service, Program Management, Project Management, Research, Teamwork, PowerPoint, Nonprofits, Time Management, Training, Access, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Social Networking, Highly detail oriented, Outlook, Facebook, Investments, Community Outreach, Call Centers, Close Attention to..., Cpr Certified, Team Leadership, Client Services, Retirement, Dance, Choreography, Performing Arts

Education
YEAR UP, INC.   2012 — 2013
Financial Operations, A

Hampton University   2011 — 2013
Bachelor's degree, Forensic Chemistry

Amanda Mayhew Amanda Mayhew Washington, District Of Columbia Details
Amanda Mayhew's New York Life Retirement Plan Services Experience September 2002 - July 2004
Job Senior Advisor, Trade Policy at World Animal Protection
Industry International Trade and Development
Experience
World Animal Protection  June 2013 - Present
Humane Society International  August 2011 - June 2013
International Fund for Animal Welfare (IFAW)   2010 - September 2011
Morgan Stanley Smith Barney  February 2005 - February 2009
New York Life Retirement Plan Services   September 2002 - July 2004

Skills
Public Speaking, PowerPoint, Nonprofits, Community Outreach, Fundraising, Research, Ecotourism, International Trade, Public Policy, Policy, Environmental Awareness, Community Development, Sustainable Development, International..., Management, Policy Analysis, International Relations, Public Relations

Education
James Cook University   2009 — 2010
Master of Ecotourism, Tourism (Ecotourism), Sustainable Development

College of the Holy Cross   1998 — 2002
Bachelor of Arts, Spanish, Spanish. Concentration in Latino and Latin American Studies

Universidad de Sevilla   2000 — 2001
Study Abroad

Joan Dorizzi Joan Dorizzi Greater Boston Area Details
Joan Dorizzi's New York Life Retirement Plan Services Experience September 1997 - Present
Job Defined Benefit Business John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   September 1997 - Present

Skills
Pensions, Defined Benefit, 401k, ERISA, Employee Benefits, Mutual Funds, Program Implementation, Retirement, Retirement Planning, Relationship Management, Leadership

Education
Boston University   1986 — 1990
BS, Communications

RHS

Lynn Flamand Lynn Flamand Greater Boston Area Details
Lynn Flamand's New York Life Retirement Plan Services Experience September 2009 - March 2011
Job Managing Director, State Street Corporation
Industry Financial Services
Experience
State Street Corporation  March 2014 - Present
State Street Corporation  March 2011 - March 2014
New York Life Retirement Plan Services   September 2009 - March 2011
Fidelity  August 2006 - June 2009
Fidelity Investments  March 2003 - August 2006
Fidelity Investments  August 1999 - March 2003
Fidelity Investments  March 1997 - November 1999
Hill Holliday  March 1993 - March 1997

Skills
Product Management, Strategy, Marketing Strategy, Segmentation, Portfolio Management, Financial Services, Analytics, Competitive Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategic Partnerships, Vendor Management, Business Strategy, Mergers & Acquisitions, Program Management, Business Development

Education
University of Pennsylvania - The Wharton School   2003 — 2006
Continuing Education, Securities Industry Institute

Boston University Questrom School of Business   1998 — 2000
MBA, Business Management Program

University of Wisconsin-Madison
Bachelor of Arts (B.A.)

Maria Scammell Maria Scammell Westwood, Massachusetts Details
Maria Scammell's New York Life Retirement Plan Services Experience 2006 - October 2011
Job Client Service Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  June 2014 - Present
Harvard Pilgrim Health Care  October 2011 - June 2014
New York Life Retirement Plan Services   2006 - October 2011
New York Life Retirement Plan Services   1997 - 2006
Putnam Investments  1996 - 1997

Skills
Employee Benefits, Project Management, Program Management, Training, Training Delivery, Relationship Management, Employee Training, Human Resources, Networking, Staff Development, Business Planning, Management, Leadership, Performance Management, Call Centers, Retirement

Education
Babson College   1988 — 1993
Bachelor of Science (B.S.), Finance/Investments

QHS   1984 — 1988

Colette J. Sagar, ARPC Colette J. Sagar, ARPC Boston, Massachusetts Details
Colette J. Sagar, ARPC's New York Life Retirement Plan Services Experience June 2014 - April 2015
Job National Practice Leader at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   June 2014 - April 2015
MassMutual Financial Group  January 2013 - March 2013
The Hartford  November 2007 - January 2013
MFS Investment Management  2005 - 2007
MFS Investment Management  January 2000 - January 2005
Putnam Investments  January 1997 - January 2000
Putnam Investments  January 1995 - January 1997

Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management

Education
East Carolina University
Bachelor of Science, Business Administration

Colleen Mahoney Colleen Mahoney Walpole, Massachusetts Details
Colleen Mahoney's New York Life Retirement Plan Services Experience March 2014 - April 2015
Job Senior Accountant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   March 2014 - April 2015
New York Life Retirement Plan Services   March 2012 - March 2014
Brown Brothers Harriman  October 2011 - March 2012
Brown Brothers Harriman  April 2010 - October 2011
Dedham Institute for Savings   September 2004 - April 2010

Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Banking, Finance, Financial Services, Microsoft Excel, Securities, Equities, Auditing, Investments, Access, Risk Management, Process Improvement

Education
Suffolk University   2012 — 2014
Master of Science (MS), Accounting

Saint Anselm College   2005 — 2009
Bachelor of Arts, Accounting

Bill Conlon Bill Conlon Greater Boston Area Details
Bill Conlon's New York Life Retirement Plan Services Experience March 2009 - Present
Job Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   March 2009 - Present
NorthEast Contact Center Forum   January 2013 - Present
New York Life Retirement Plan Services   September 2004 - March 2008
New York Life Retirement Plan Services   January 1998 - August 2004
New York Life Retirement Plan Services   March 1997 - December 1997
New York Life Retirement Plan Services   August 1995 - February 1997
M. W. Carr Photo Frames   October 1994 - June 1995
Vermont Teddy Bear Company  October 1993 - October 1994

Skills
Operations Management, Call Centers, Financial Services, Leadership, Employee Benefits, Retirement Planning, Strategic Planning, 401k, Mutual Funds, Management, Investments, Customer Satisfaction, Process Improvement, Peer Mentoring, FINRA, Retirement, Executive Management, Securities, Relationship Management, Training, Networking, Customer Service, Job Coaching, Wokforce Management, Fiscal Accountability, Budgeting, Sales, Personnel Development, Customer Relationship...

Education
Bentley University   1998 — 1999
Certificate in Pension and Benefits

Saint Michael's College   1987 — 1991
BA, Journalism

Scott Lanigan Scott Lanigan Greater New York City Area Details
Scott Lanigan's New York Life Retirement Plan Services Experience March 2006 - December 2010
Job DCIO Client Consultant at New York Life/MainStay Investments
Industry Financial Services
Experience
New York Life/MainStay Investments  January 2013 - Present
New York Life/MainStay Investments  December 2010 - January 2013
New York Life Retirement Plan Services   March 2006 - December 2010
AXA Financial  October 2002 - March 2006

Skills
Mutual Funds, Retirement Planning, Retirement, 401k, Series 63, Investments, Financial Services, Series 6, Securities, Relationship Management, Pensions, Alternative Investments, FINRA, Financial Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Defined Benefit, Finance, Financial Markets, Defined Contribution

Education
Kutztown University of Pennsylvania   1991 — 1996
BA, Secondary Education - Social Studies

Bergen Catholic High School

Michelle Morey Michelle Morey Hartford, Connecticut Area Details
Michelle Morey's New York Life Retirement Plan Services Experience April 2014 - May 2014
Job Vice President, Business to Business Marketing at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  June 2014 - Present
New York Life Retirement Plan Services   April 2014 - May 2014
New York Life Retirement Plan Services   September 2011 - April 2014
New York Life Retirement Plan Services   March 2011 - September 2011
Prudential Retirement  December 2008 - March 2011
Prudential Retirement  April 2006 - December 2008
Prudential Retirement  April 2004 - April 2006
Prudential Retirement  August 2000 - April 2004
Education & Training Programs, Inc   October 1996 - August 2000
Macro International  1992 - 1996

Skills
Marketing, Strategic Planning, Defined Benefit, Retirement, Strategy, Mergers & Acquisitions, Business Development, Program Management, Management, Integrated Marketing, Retirement Planning, Change Management, Series 7, Team Leadership, Strategic Communications, Defined Contribution, Asset Management, Marketing Strategy, Training, Direct Marketing, Financial Services, Marketing Communications, Public Speaking, Relationship Management, Budgets, Pensions, Vendor Management

Education
University of Connecticut   1998 — 2000
M.B.A., International Marketing & Finance

College of the Holy Cross   1988 — 1992
B.A., Psychology & African American History

Longmeadow High School   1984 — 1988

Nathaniel Chen Nathaniel Chen Greater Boston Area Details
Nathaniel Chen's New York Life Retirement Plan Services Experience October 2011 - December 2012
Job Benefits Administration Service Representative at Massachusetts Teachers' Retirement System
Industry Financial Services
Experience
Massachusetts Teachers' Retirement System  March 2013 - Present
New York Life Retirement Plan Services   October 2011 - December 2012
Georgia Institute of Technology  May 2009 - August 2009

Skills
Perl, SQL, Java, TFS, StarTeam, Visual FoxPro, Lotus Notes, SharePoint, Microsoft Word, Microsoft Excel, Microsoft PowerPoint

Education
Georgia Institute of Technology   2007 — 2011
B.S., Mathematics, Business Option

Scott Blomquist Scott Blomquist Greater Boston Area Details
Scott Blomquist's New York Life Retirement Plan Services Experience April 2011 - April 2015
Job Director, Sales at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   April 2011 - April 2015
New York Life Retirement Plan Services   2009 - December 2011
New York Life Investment Management  2006 - 2009
New York Life Retirement Plan Services   1999 - 2006

Education
Babson College   1988 — 1992
Bachelor of Science

George P. Gallagher George P. Gallagher Greater Boston Area Details
George P. Gallagher's New York Life Retirement Plan Services Experience 1994 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company  September 2007 - April 2012
NYLIFE Securities LLC  September 2007 - April 2012
New York Life Retirement Plan Services   1994 - 2007
USO  1993 - 1994
Saevitz & Brown, P.C.   1992 - 1993
Prime Computer  1984 - 1992

Skills
Estate Planning, Securities, Wealth, ERISA, Retirement Planning, Pensions, Investments, Series 7, Life Insurance, 401k, Financial Services, Retirement, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Employee Benefits, Asset Management, Series 63

Education
Colgate University

Peter Kooken Peter Kooken Greater Boston Area Details
Peter Kooken's New York Life Retirement Plan Services Experience April 2011 - March 2014
Job Senior Director, Sponsor & Provider Marketing at Financial Engines
Industry Financial Services
Experience
Financial Engines  March 2014 - Present
New York Life Retirement Plan Services   April 2011 - March 2014
new york life retirement plan services   July 2007 - April 2011
New york life retirement plan services   February 2002 - July 2007

Skills
Integrated Marketing, Marketing Strategy, Series 7, Product Marketing, Marketing Communications, Retirement, Direct Marketing, Management, Series 63, Business Planning, Sales, Investments, Marketing, Financial Services, Mutual Funds, 401k, Series 6, Retirement Planning, Relationship Management, Strategy, Investment Advisory, Asset Allocation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1995
MBA, Marketing

Boston College - Carroll School of Management   1986 — 1990
bs, management, finance

Jill Carney Jill Carney Providence, Rhode Island Area Details
Jill Carney's New York Life Retirement Plan Services Experience February 1999 - December 2014
Job Director, Marketing and Communications at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  December 2014 - Present
New York Life Retirement Plan Services   February 1999 - December 2014
New York Life Insurance Company  2001 - 2011
New York Life Insurance Company  2001 - 2011

Skills
Retirement Planning, Strategy, Insurance, New Business Development, Strategic Planning, 401k, Securities

Education
Penn State University   1988 — 1992
B.A., English

Patrick Verderico Patrick Verderico United States Details
Patrick Verderico's New York Life Retirement Plan Services Experience October 2000 - April 2015
Job Vice President, Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services (formerly NYL Retirement Plan Services)   April 2015 - Present
New York Life Retirement Plan Services   October 2000 - April 2015
Fidelity Investments  March 1995 - October 2000
BayBank Systems  January 1993 - March 1995
Hibernia Savings Bank   January 1990 - June 1994

Skills
401k, Mutual Funds, Series 63, Retirement, Retirement Planning, Investments, Financial Services, Series 6, Defined Benefit, Insurance, Securities, Relationship Management, Fixed Income, Leadership, Strategy, Strategic Partnerships

Education
Emmanuel College   1998 — 2000
Masters, Management

Emmanuel College   1996 — 1998
Bachelor’s Degree, Business Administration and Management, General

Dom Savio High School
High School Diploma, College Prep School

Joseph Lemelin, CEBS, QPA, QKA, QPFC Joseph Lemelin, CEBS, QPA, QKA, QPFC Billerica, Massachusetts Details
Joseph Lemelin, CEBS, QPA, QKA, QPFC's New York Life Retirement Plan Services Experience July 2011 - Present
Job Actuarial Assistant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   July 2011 - Present
New York Life Retirement Plan Services   July 2009 - July 2011
Mercer  June 2009 - September 2009

Skills
Retirement, Defined Benefit, Fixed Annuities, Pensions, Financial Modeling, Microsoft Office, Actuarial Science, Access, Property & Casualty..., Life Insurance, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word

Education
Bryant University   2005 — 2009
Bachelor of Science (BS), Actuarial Science

Christy Parry Christy Parry Greater Boston Area Details
Christy Parry's New York Life Retirement Plan Services Experience April 2009 - Present
Job Business Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   April 2009 - Present
Humanity Corps   2013 - 2014
Humanity Corps   September 2003 - August 2013
New York Life Retirement Plan Services   September 2008 - April 2009
New York Life  April 2004 - August 2008
New York Life  February 2002 - April 2004

Skills
Fluent in Spanish, 401k, Retirement, Pensions, Mutual Funds, Series 6, Series 63, Leadership, Financial Services, Retirement Planning, Spanish, Software Documentation, FINRA, Defined Benefit, Securities, Investments, Asset Allocation, Public Speaking

Education
Brigham Young University   1992 — 1995
B.A., Economics

Troy Lefebvre Troy Lefebvre United States Details
Troy Lefebvre's New York Life Retirement Plan Services Experience April 2009 - November 2010
Job ELearning Developer at Cambridge Health Alliance
Industry
Experience
Cambridge Health Alliance  January 2011 - Present
Portent Publishing Group   November 2010 - Present
New York Life Retirement Plan Services   April 2009 - November 2010
New York Life Retirement Plan Services   November 2000 - November 2010
New York Life Investment Management  November 2000 - November 2010
No. 9 /Atomic Marketing   October 1999 - April 2000

Skills
Project Management, Instructional design, Product development, E-learning development, Cross-media publishing, Print and electronic..., Print production, Print on Demand, Distance learning, Video editing, Audio editing, Illustration skills, Microsoft Office, Graphic design, Lectora, Captivate, Presenter, WebEx, Ebooks, Dreamweaver, Adobe Illustrator, Adobe Photoshop, Flash, Flash Catalyst, Final Cut Pro, Graphic Design, Photoshop, Illustrator, E-Learning, Training, Publishing, Illustration, Instructional Design, Distance Learning, Audio Editing, Video Editing

Education
Lesley University
Class

University of Connecticut   1996 — 1999
Didactic Program

Southern Connecticut State University   1992 — 1996
BS

Melissa Ostromecki Melissa Ostromecki Greater Boston Area Details
Melissa Ostromecki's New York Life Retirement Plan Services Experience September 2012 - April 2015
Job Strategic Communications Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   September 2012 - April 2015
Fidelity Investments  June 2005 - July 2011
Fidelity Investments  2000 - 2004

Skills
Financial Services, Relationship Management, Business Development, Marketing Communications, Strategy, Strategic Planning, Teamwork, Project Management, Strategic Communications, Leadership, 401k, Retirement

Education
Dean College   1994 — 1995
Business Administration-Marketing

Northeastern University
Paralegal, Law

Northeastern University
Business Administration

Douglas Ragusa Douglas Ragusa Greater Boston Area Details
Douglas Ragusa's New York Life Retirement Plan Services Experience December 2004 - December 2011
Job Director, Relationship Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  December 2011 - Present
New York Life Retirement Plan Services   December 2004 - December 2011
Fidelity Investments  June 2002 - December 2004
Fidelity Investments  December 1999 - June 2002
Fidelity Investments  December 1997 - December 1999

Skills
Licenses: Series 7, 6,..., Mutual Funds, Series 7, Investments, Financial Services, Retirement, Strategy, Retirement Planning, Leadership, Pensions, 401k, Series 63, Series 6, Financial Advisory, Defined Benefit, Relationship Management, Investment Management, Asset Management, Process Improvement, Management, Employee Benefits, Securities

Education
Framingham State University
Bachelor of Arts (B.A.)

Northeastern University
Business Management

Linda Cooper, ARPC Linda Cooper, ARPC Greater Boston Area Details
Linda Cooper, ARPC's New York Life Retirement Plan Services Experience November 2005 - April 2009
Job Vice President of Sales at ING Investment Management
Industry Financial Services
Experience
ING Investment Management  March 2012 - Present
Anova Consulting Group  January 2011 - February 2012
New York Life Retirement Plan Services, LLC   April 2009 - 2011
New York Life Retirement Plan Services   November 2005 - April 2009
New York Life Retirement Plan Services   November 2000 - December 2005
New York Life Retirement Plan Services, LLC   1998 - 2000
Trust Consultants LLC   1995 - 1998
State Street Bank  1992 - 1998

Skills
Series 63, Series 6, Pensions, Financial Services, Retirement, Retirement Planning, Asset Management, Investments, Investment Advisory

Education
Northeastern University   1987 — 1992
Bachelor of Science, Business Management

Chris Rivers Chris Rivers Greater Boston Area Details
Chris Rivers's New York Life Retirement Plan Services Experience January 2014 - April 2015
Job Vice President of Sales Special Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  August 2015 - Present
John Hancock Retirement Plan Services  April 2015 - July 2015
New York Life Retirement Plan Services   January 2014 - April 2015
New York Life Retirement Plan Services   October 2011 - December 2013
New York Life Retirement Plan Services   June 2009 - September 2011
New York Life Retirement Plan Services   February 2006 - June 2009
New York Life Retirement Plan Services   November 2000 - February 2006
CitiStreet  February 1999 - November 2000
Putnam Investments  1996 - 1999
Enterprise Rent-A-Car  1993 - 1994

Skills
Series 63, Pensions, Financial Services, Financial Advisory, Business, FINRA, 401k, Employee Benefits, Investments, Retirement, Insurance, Retirement Planning, Mutual Funds, Defined Benefit, Series 6, Defined Contribution

Education
Fitchburg State University   1988 — 1993
Bachelors, Marketing/ Economics

Stoughton High School   1984 — 1988

Mark Strazzeri Mark Strazzeri Greater San Diego Area Details
Mark Strazzeri's New York Life Retirement Plan Services Experience 1995 - September 2011
Job Owner Protect Painters of La Costa
Industry Financial Services
Experience
Protect Painters of La Costa   May 2012 - Present
New York Life Retirement Plan Services   1995 - September 2011
Wells Fargo Bank  1989 - 1992

Skills
Investments

Education
Occidental College   1974 — 1978
BA, Political Science/Psychology

Rebecca Morales Rebecca Morales Miami/Fort Lauderdale Area Details
Rebecca Morales's New York Life Retirement Plan Services Experience November 2014 - April 2015
Job Marketing Assistant at National Water Restoration
Industry Marketing and Advertising
Experience
National Water Restoration   August 2015 - Present
John Hancock Retirement Plan Services  April 2015 - May 2015
New York Life Retirement Plan Services   November 2014 - April 2015
New York Life Retirement Plan Services   January 2014 - November 2014
TOUS  July 2011 - January 2012

Skills
Customer Service, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Customer Satisfaction, PowerPoint, Inventory Management, Public Speaking, Critical Thinking, Networking, Research, Windows, Cosmetology, Bilingual, Adobe Acrobat XI Pro, Fund Cusips, Communication, Printing Solutions, Outlook, Leadership

Education
Cambridge College   2013 — 2014
Financial Operations

Empire Beauty School-Boston   2008 — 2009
Cosmetologist, Cosmetology/Cosmetologist, General

Cheryl Suchanick Cheryl Suchanick Atlanta, Georgia Details
Cheryl Suchanick's New York Life Retirement Plan Services Experience August 2006 - September 2011
Job Client Services Manager, SaaS
Industry Information Technology and Services
Experience
Morneau Shepell  July 2012 - Present
Emerald Software Group (company divestiture in May 2012)   January 2012 - May 2012
NEW YORK LIFE RETIREMENT PLAN SERVICES   August 2006 - September 2011
Aon Consulting  April 2002 - August 2006
SUNTRUST BANKS, INC  January 1999 - January 2002
Hewitt Associates, LLC  December 1997 - September 1999
Hewitt Associates, LLC  September 1994 - December 1997

Skills
Employee Benefits, Defined Benefit, Retirement, Human Resources, Project Management, Pensions, HRIS, Management, Talent Management, 401k, Defined Contribution, Employee Relations, Vendor Management, Benefits Administration, Recruiting, Training, Project Implementation, Public Speaking, Non-Qualified Deferred..., ERISA, Social Networking, Process Improvement, Consulting, Financial Services, Onboarding, Business Analysis, Web Services, JSON, SaaS, Relationship Management

Education
Saint Mary's College   1990 — 1994
Business Administration, International Business, Marketing

St. Mary's College, Notre   1990 — 1994
BBA, Business Administration and Management, General

Tupelo High School   1987 — 1990
High School Diploma

Francesca Truska Francesca Truska Greater Chicago Area Details
Francesca Truska's New York Life Retirement Plan Services Experience April 2013 - April 2015
Job Executive Relationship Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  April 2013 - Present
New York Life Retirement Plan Services   April 2013 - April 2015
Lincoln Retirement Plan Services   November 2011 - April 2013
Prudential Financial  November 2010 - December 2011
Prudential Financial  September 2005 - November 2010
Investors Management Group, LTD   July 2003 - September 2004
Banc of American Capital Management   February 2000 - November 2002
MetLife Defined Contribution Group   March 2000 - January 2001
Delaware Investments, a member of the Macquarie Group  1997 - 2000

Skills
Defined Benefit, 401k, Series 6, Retirement, Series 63, Asset Allocation, CRM, Defined Contribution, Financial Services, Investment Advisory, Management, Marketing, Pensions, Relationship Management, Qualified Retirement..., Retirement Plan..., Retirement Planning, Series 7

Education
Northern Illinois University

Lauren Dumican, RPA Lauren Dumican, RPA Greater Boston Area Details
Lauren Dumican, RPA's New York Life Retirement Plan Services Experience December 2012 - April 2015
Job Sr. Business Intelligence Analyst
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   December 2012 - April 2015
New York Life Retirement Plan Services   March 2010 - November 2012
New York Life Retirement Plan Services   July 2007 - March 2010

Skills
Mutual Funds, Business Intelligence, Financial Services, Retirement, Investments, Analysis, Process Improvement, Software Documentation, SharePoint, Management

Education
Roger Williams University   2003 — 2007
Bachelor of Science, Financial Services

Foxborough High School   1999 — 2003

Jennifer Hoye Jennifer Hoye Greater Boston Area Details
Jennifer Hoye's New York Life Retirement Plan Services Experience October 2012 - February 2015
Job Senior Communications Specialist at EMC
Industry Marketing and Advertising
Experience
EMC  March 2015 - Present
New York Life Retirement Plan Services   October 2012 - February 2015
New York Life Retirement Plan Services   October 2011 - October 2012
Corporate Fulfillment Systems, Inc.   September 2006 - October 2011
DMW Direct  March 2001 - August 2003

Skills
Direct Marketing, Direct Mail, Advertising, Online Marketing, Email Marketing, Marketing, Product Marketing, Newsletters, Strategy, Copywriting, Integrated Marketing, Creative Direction, Marketing Communications, B2B, Event Management, Digital Marketing, Marketing Strategy, Social Media

Education
College of the Holy Cross   1991 — 1995
BA, English

pope john xxiii high school   1987 — 1991

Elizabeth Johnson Elizabeth Johnson Washington D.C. Metro Area Details
Elizabeth Johnson's New York Life Retirement Plan Services Experience August 2007 - November 2009
Job CoOwner, Strategic in Nature
Industry Marketing and Advertising
Experience
Breaux Vineyards, Ltd.   March 2011 - June 2014
Molewski Financial Partners   July 2010 - May 2011
New York Life Retirement Plan Services   August 2007 - November 2009
Putnam Investments  August 2000 - May 2006

Skills
401k, Investments, Public Speaking, Event Planning, Marketing Strategy, Employee Benefits, Wine, Marketing, Social Media Marketing, Relationship Management, Wineries, FINRA, Insurance, Employee Relations, Series 7, Microsoft Excel, Investment Strategies, Retirement, Series 6, New Business Development, Series 63, Wine Tasting, Social Media, Retirement Planning, Customer Service, Sales, Financial Services, Management Consulting, Mutual Funds, Event Management, Marketing Communications, Business Development, Investment Advisory, Management, Pensions, Leadership, Small Business, Strategic Planning, Fixed Annuities, Business Planning, Defined Benefit, Securities, Strategy, Microsoft Office, Social Networking

Education
Harvard University
Master's, Middle Eastern Studies

University of Massachusetts, Amherst   1992 — 1997
Bachelor of Arts (B.A.), Sacred Music

Derek Plunkett Derek Plunkett Greater Boston Area Details
Derek Plunkett's New York Life Retirement Plan Services Experience February 2014 - April 2015
Job AVP, IT Architecture & Development at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   February 2014 - April 2015
New York Life Retirement Plan Services   June 1995 - February 2014

Skills
Process Improvement, Project Execution &..., Business Intelligence, Data Warehousing, IT Management, IT Strategy, Business Analysis, Enterprise Architecture, Integration, Vendor Management, Strategy, SDLC, Program Management, Business Process..., Risk Management, CRM, Financial Services

Education
Colby College   1991 — 1995
BA, Economics

Ann Gentile Ann Gentile Greater Boston Area Details
Ann Gentile's New York Life Retirement Plan Services Experience April 1998 - June 2006
Job Ethics Support Services at Beth Israel Deaconess Medical Center
Industry Financial Services
Experience
Beth Israel Deaconess Medical Center  March 2013 - Present
Boston Financial Data Services  July 2006 - October 2011
New York Life Retirement Plan Services   April 1998 - June 2006
State Street Global Advisors  October 1997 - April 1998

Skills
Retirement Planning, Retirement, Mutual Funds, Financial Services, 401k, Relationship Management, Investments, Employee Benefits, Process Improvement, Customer Service

Education
Bentley College   1993 — 1994
Pension Certificate

Eastern Nazarene College   1991 — 1993
BS, Business Administration

Boston Business School   1987 — 1989
Associates, Business Administration

Jason Dick Jason Dick Greater Boston Area Details
Jason Dick's New York Life Retirement Plan Services Experience September 2007 - January 2009
Job Managing Partner at High Hopes Consulting LLC
Industry Financial Services
Experience
High Hopes Consulting LLC   September 2010 - Present
From Creation Remedies   January 2009 - August 2013
High Hopes Studio, Inc.   2004 - August 2013
New York Life  January 2009 - April 2009
New York Life Retirement Plan Services   September 2007 - January 2009
CitiStreet, LLC  2000 - 2007
Aquent  1998 - 2000
Fleet Bank  1996 - 1998
CDM  1996 - 1998
MIT  1995 - 1996

Skills
Management, Marketing Communications, Marketing, Marketing Strategy, CRM, Sales, Event Planning, Business Planning, Strategic Planning, Advertising, Leadership, New Business Development, Email Marketing, Event Management, Social Media Marketing, Entrepreneurship, Social Networking, Business Development, Talent Management, Online Marketing, Team Building, Graphic Design

Education
Global College of Natural Medicine   2008 — 2010
Certification

Eastern Nazarene College

Hartwick College

Patricia Soraluz Patricia Soraluz Kearny, New Jersey Details
Patricia Soraluz's New York Life Retirement Plan Services Experience June 2014 - 2014
Job Senior Analyst at Hitachi America
Industry Financial Services
Experience
Hitachi America, Ltd.   November 2014 - Present
New York Life Insurance Company  September 2009 - June 2014
New York Life Retirement Plan Services   June 2014 - 2014

Skills
Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Outlook, Time Management, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Research, Nonprofits, Spreadsheets, QuickBooks, Management

Education
Rutgers, The State University of New Jersey-New Brunswick   2005 — 2009
Bachelor of Arts (BA)

Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Accounting

Charles Hosea Charles Hosea Greater Boston Area Details
Charles Hosea's New York Life Retirement Plan Services Experience July 2006 - February 2010
Job Account Manager at Dayco Products
Industry Automotive
Experience
Dayco  October 2014 - Present
Dayco Products  November 2011 - October 2014
Premier Research Group  February 2010 - November 2011
New York Life Retirement Plan Services   July 2006 - February 2010

Skills
Oracle Clinical, Clinical Trials, Clinical Research, Therapeutic areas, Clinical, Oncology, CRO, Data Management, Clinical Data Management, EDC, SOP, Pharmaceuticals, Salesforce.com, Outlook, Lotus Notes, Microsoft Excel, PowerPoint, Microsoft Word, Program Management, Sop, Sales, Quality Assurance, Data Analysis, Management, Pharmaceutical Industry

Education
Bryant University   2001 — 2005
Bachelor of Science, Business Administration; Marketing

Jennifer Leone Jennifer Leone Boston, Massachusetts Details
Jennifer Leone's New York Life Retirement Plan Services Experience December 2014 - April 2015
Job Senior Project Manager at Cambridge BioMarketing
Industry Marketing and Advertising
Experience
Cambridge BioMarketing  July 2015 - Present
John Hancock Retirement Plan Services  April 2015 - July 2015
New York Life Retirement Plan Services   December 2014 - April 2015
New York Life Retirement Plan Services   March 2014 - December 2014
mcgarrybowen  August 2010 - December 2013
McCann Erickson  September 2008 - August 2010
Manhattan Marketing Ensemble  October 2007 - September 2008

Skills
Brand Development, Relationship Marketing, Advertising, Project Management, Online Advertising, Email Marketing, Direct Mail, Integrated Marketing, Interactive Advertising, Direct Marketing, Interactive Marketing, Marketing Communications, Creative Strategy

Education
Quinnipiac University - School of Business   2003 — 2007
Bachelor of Science, Management, Marketing

NYU
Certificate Candidate, Project Management

Tom Shanley Tom Shanley Greater Boston Area Details
Tom Shanley's New York Life Retirement Plan Services Experience December 2007 - April 2015
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   December 2007 - April 2015
Putnam Investments  February 1995 - November 2007
Mercer  2005 - 2005

Skills
Investments, Employee Benefits, Retirement Planning, 401k, Vendor Management, Relationship Management, Mergers, Call Center, Series 7, Mutual Funds, Securities, Series 63, Financial Services, Retirement, Series 6

Education
Rhode Island College   1988 — 1994
BA, Sociology

Licenses: FINRA Series 7, 63 - Life Insurance Producer License

Christine C. Magnan, QKA Christine C. Magnan, QKA Greater Boston Area Details
Christine C. Magnan, QKA's New York Life Retirement Plan Services Experience September 2005 - April 2015
Job Plan Admininstrator, Payroll at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Investments  April 2015 - Present
New York Life Retirement Plan Services   September 2005 - April 2015
Mercer HRS (formerly Putnam Investments Retirement Plan Services)   January 2005 - September 2005
Putnam Investments  December 2002 - January 2005
Guaranty Fund Management Services  1985 - 1994
The Hartford Insurance Group  February 1988 - November 1988

Skills
Insurance, Benefits Administration, Series 63, Series 7, 401k, Employee Benefits, Retirement, Pensions, Mutual Funds, Payroll, Financial Services, Investments, ERISA, Series 6, Securities

Education
Emmanuel College   1983 — 1987
B.A., Foreign Languages

Université Laval   1986 — 1986
French

Jane (Butler) Wallace Jane (Butler) Wallace Smithfield, Rhode Island Details
Jane (Butler) Wallace's New York Life Retirement Plan Services Experience April 1995 - October 2010
Job Senior Executive Secretary
Industry Financial Services
Experience
Fidelity Investments  2011 - Present
New York Life Retirement Plan Services   April 1995 - October 2010
Hogg Robinson Insurance Broker   September 1990 - March 1995
Boston Park Plaza Hotel  March 1985 - September 1990

Education
University of Massachusetts, Amherst   1982 — 1985
Bachelor, Hotel Management

Endicott College   1980 — 1982
Associates, Travel Tourism

Ann Walsh Gentile Ann Walsh Gentile Dedham, Massachusetts Details
Ann Walsh Gentile's New York Life Retirement Plan Services Experience April 1997 - June 2006
Job Ethics Support Services AA III at Beth Israel Deaconess Medical Center
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Medical Center  March 2013 - Present
DST Retirement Solutions  July 2006 - October 2011
New York Life Retirement Plan Services   April 1997 - June 2006
Trust Consultants, Inc.   April 1996 - October 1997
State Street Global Advisors  October 1996 - April 1997

Skills
Leadership, Team Leadership, Business Analysis, Process Improvement, Customer Service, Management, Relationship Management, Financial Services, CRM, Risk Management, Sales

Education
Bentley University   1993 — 1994
Pension Certificate, Retirement Plans

Eastern Nazarene College   1992 — 1994
Bachelor's Degree, Business Administration and Management, General

Boston Business   1988 — 1990
Associate's Degree, Business Administration and Management, General, A

Jay O'Shaughnessy, QPFC®, CMFC®, AIF® Jay O'Shaughnessy, QPFC®, CMFC®, AIF® Greater Boston Area Details
Jay O'Shaughnessy, QPFC®, CMFC®, AIF®'s New York Life Retirement Plan Services Experience 2001 - 2009
Job Senior Investment Consultant Mercer Investments
Industry Financial Services
Experience
Mercer Investments  April 2012 - Present
New York Life Investment Management  2009 - 2012
New York Life Retirement Plan Services   2001 - 2009
UBS  2000 - 2001
Los Angeles Dodgers  1995 - 1999

Skills
Investments, Retirement, Series 7, 401k, New Business Development, Mutual Funds, Asset Allocation, Uniform Combined State..., Investment Management, Pensions, Strategic Financial..., Morningstar, Defined Contribution, Finance, FINRA, Financial Analysis, Financial Advisory

Education
Northeastern University   1992 — 1997

American Society of Pension Professionals & Actuaries
Qualified Plan Financial Consultant (QPFC®)

The College of Financial Planning
Chartered Mutual Fund Counselor (CMFC®)

Matt Nagle Matt Nagle Greater Boston Area Details
Matt Nagle's New York Life Retirement Plan Services Experience 2002 - 2008
Job Strategic Communications Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  June 2015 - Present
Mercer  March 2008 - June 2015
New York Life Retirement Plan Services   2002 - 2008

Skills
Defined Benefit, Financial Services, Retirement, Series 6, Employee Benefits, Series 63, Mutual Funds, Retirement Planning, 401k, Pensions, Defined Contribution, Relationship Management, Asset Allocation

Education
Quinnipiac University   1998 — 2002

Andrea O'Rourke Andrea O'Rourke Greater Boston Area Details
Andrea O'Rourke's New York Life Retirement Plan Services Experience March 2002 - Present
Job 2nd VP, Shared Services Manager
Industry Financial Services
Experience
New York Life Retirement Plan Services   March 2002 - Present
New York Life Retirement Plan Services   March 2009 - October 2011

Skills
Mutual Funds

Education
Boston College   2005 — 2008

Lee Moua Lee Moua Greater Boston Area Details
Lee Moua's New York Life Retirement Plan Services Experience September 2008 - October 2013
Job Engineering Director and Entrepreneur
Industry Information Technology and Services
Experience
Seniorlink  November 2013 - Present
MT Technologies, Applied Sciences Division   September 2013 - Present
MT Enterprise, Inc.   August 2007 - Present
MT Holding LLC   February 2005 - Present
New York Life Retirement Plan Services   September 2008 - October 2013
Retail Convergence, Inc.   February 2001 - September 2008
BreakAway Solutions  May 2000 - January 2001
SmarterKids.com  January 1999 - May 2000
Boston University Medical Campus, OIT   March 1998 - December 1998
Boston University Medical Campus, OIT   May 1996 - March 1998

Skills
E-commerce, Retail, Education, Healthcare IT, Real Estate Investment, Real Estate, Consulting, Team Leadership, Strategic Planning, SQL Server, .NET, Franchising, Financials, Start-ups, Healthcare Information..., Microsoft SQL Server, SaaS, Business Analysis, Team Building, Integration, Business Intelligence, Strategy, SDLC, Cross-functional Team..., Enterprise Software, Leadership, Business Development, Testing

Education
Boston University   1992 — 1996
BS, Mechanical Engineering

Boris Kagan Boris Kagan Greater Boston Area Details
Boris Kagan's New York Life Retirement Plan Services Experience December 2004 - April 2015
Job
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   December 2004 - April 2015
Applied Data Services, Inc.   May 2004 - September 2004
Cornerstone Academic Services   December 2003 - March 2004
FundQuest, Inc.   January 2001 - December 2003

Skills
C#, ASP.NET, Microsoft SQL Server, WCF, Visual Studio, Web Services, .NET, TFS, LINQ, Entity Framework, Silverlight, Software Engineering, Scrum, Business Analysis, Software Development, Enterprise Software, SOA, FoxPro, Programming, Agile Methodologies, Lotus Notes, DOS, Crystal Reports, T-SQL, FileNet, StarTeam, MS Office Suite, Telerik, Windows, SDLC, Database Design, Design Patterns, Solution Architecture, Systems Analysis, Software Documentation, Integration, Object Oriented Design, Databases, SQL, Web Development, XML, Requirements Analysis

Education
Nizhniy Novgorod State Technical University named after R.Y. Alekseev (NSTU)   1986 — 1993
Master of Science, Design and implementation of high frequency microelectronic devices

School #4, Bor, Nizhniy Novgorod region, USSR   1976 — 1986

Lee Gullens Lee Gullens Greater Boston Area Details
Lee Gullens's New York Life Retirement Plan Services Experience September 2013 - April 2015
Job Sr. CRM Specialist John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   September 2013 - April 2015
New York Life Investment Management  January 2012 - August 2013
New York Life Investment Management  October 2011 - January 2012
New York Life Investment Management  May 2011 - October 2011
New York Life Investment Management  May 2010 - May 2011
Lee M. Gullens Fine Art & Murals   January 2001 - May 2010
Reebok, Int'l   September 1993 - February 2001

Skills
Business Analysis, Microsoft Excel, Software Documentation, Lotus Notes, Customer Service, CRM Administration, SatuitCRM, Excel, Access Database, Documentation, Customer Relations, Data Analysis, Data Mining, Business Process..., Lotus Notes Development, Access, CRM, SQL, Analysis, Microsoft Office, Project Management, Business Process

Education
Bridgewater State College   1988 — 1992
BS, Psychology

Ted Pirrera Ted Pirrera Greater Boston Area Details
Ted Pirrera's New York Life Retirement Plan Services Experience January 2010 - April 2015
Job Director Senior ERISA Consultant at John Hancock Retirement Plan Services
Industry Legal Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   January 2010 - April 2015
Wagner Law Group   October 2008 - January 2010
Deloitte Consulting  January 2008 - September 2008
Mercer HR Services  January 2004 - January 2008
Mercer  2000 - 2007
Putnam Investments  2000 - 2003
Putnam Investments  1994 - 1997

Skills
ERISA, Plan Design, 401k, Retirement, Pensions, Defined Benefit, Employee Benefits, Defined Contribution, Executive Pay, Retirement Planning, General Securities..., Attorneys, Deferred Compensation, Mergers & Acquisitions, Business Planning, Profit Sharing, FINRA, Series 6, Financial Advisory, Qualified Retirement..., Financial Services, Retirement Plan..., Mutual Funds

Education
Suffolk University Law School   1997 — 2000
JD, Law

Boston College   1990 — 1994
BA, History

Aaron Dokmo Aaron Dokmo Greater Boston Area Details
Aaron Dokmo's New York Life Retirement Plan Services Experience September 2003 - April 2015
Job Defined Benefit Analyst at New York Life Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   September 2003 - April 2015
Towers Perrin  September 1997 - September 2003

Education
College of the Holy Cross   1993 — 1997
Bachelor of Arts, Mathematics, Chemistry

Mike Amendola Mike Amendola Providence, Rhode Island Area Details
Mike Amendola's New York Life Retirement Plan Services Experience November 2005 - April 2015
Job Director, Retirement Plan Sales
Industry Capital Markets
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   November 2005 - April 2015
FMR Co. Fidelity Investments   2003 - 2005
F1 Boston  2001 - 2003
FMR Co. Fidelity Investments   February 1998 - December 2001
Skip Barber Racing School  December 1990 - December 1994
The Dow Chemical Company  1988 - 1990

Skills
Sales, New Business Development, Financial Services, Contract Negotiation, Negotiation, Team Building, Insurance, Investments, Strategic Planning, Mutual Funds, 401k, Series 7

Education
Northwood University   1981 — 1985
BS, Economics

Lewiston Porter   1975 — 1979

David Mulvale David Mulvale Cincinnati, Ohio Details
David Mulvale's New York Life Retirement Plan Services Experience 2009 - March 2011
Job at LongTerm Disability
Industry Financial Services
Experience
Long-Term Disability   May 2010 - Present
New York Life Retirement Plan Services   2009 - March 2011
Manulife Financial  1999 - 2003

Education
Carleton University   1991 — 1996
BA, History

Jennifer Silvio Jennifer Silvio Greater Boston Area Details
Jennifer Silvio's New York Life Retirement Plan Services Experience July 2009 - Present
Job Business Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   July 2009 - Present
New York Life Retirement Plan Services   2008 - July 2009
New York Life Investment Management  2002 - 2008
New York Life  1999 - 2008
New York Life Investment Management  1999 - 2002

Skills
Retirement Planning, 401k Rollovers, Business Analysis, Team Leadership, Technical Training, Business Requirements, User Acceptance Testing, 401k, Training, Retirement, Defined Benefit, Relationship Management, Mutual Funds

Education
Rhode Island College
Bachelor of Arts, Communications

Deborah Killion Deborah Killion Greater Boston Area Details
Deborah Killion's New York Life Retirement Plan Services Experience 1999 - Present
Job Research Coordinator at New York Life Investment Services
Industry Financial Services
Experience
New York Life Investment Services   Research CoordinatorNew York Life Insurance Company2000 - Present
New York Life Retirement Plan Services   1999 - Present
New York Life Investment Management  1999 - Present
New York Life  1999 - 2009

Education
Boston College   1971 — 1975

Joan Driscoll Joan Driscoll Greater Boston Area Details
Joan Driscoll's New York Life Retirement Plan Services Experience August 1993 - Present
Job AVP, Plan Sponsor Experience at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   August 1993 - Present
BayBank  July 1987 - August 1993

Skills
Retirement Planning, Mutual Funds, Retirement, 401k, Investments, Investment Advisory, Financial Services, Series 6, Pensions, Series 63, Series 7, Wealth Management, Asset Allocation, Relationship Management, Asset Management

Education
Fitchburg State University   1983 — 1987

Julie Novio Julie Novio Greater Boston Area Details
Julie Novio's New York Life Retirement Plan Services Experience November 2007 - April 2009
Job Cofounder, Finance and Operations at Roots & Wings, Training and Consultation
Industry Financial Services
Experience
Roots & Wings, Training and Consultation   December 2013 - Present
Patriot Pension Advisors   November 2013 - Present
Youth LEAD, Inc   October 2009 - Present
New York Life Retirement Plan Services   November 2007 - April 2009
New York Life Retirement Plan Services   January 2000 - June 2004
New York Life Retirement Plan Services   October 1997 - January 2000
New York Life Retirement Plan Services   October 1996 - October 1997
Putnam Investments  November 1994 - October 1996

Skills
Business Analysis, Payroll, Accounting, Human Resources, Coaching, Training, Customer Service, Interviews, Employee Benefits, Management, Insurance, Retirement Planning, Finance, 401k, Mutual Funds

Education
Bentley College   1997 — 1998
Pension Administration

Bridgewater State College   1990 — 1994
Bachelor of Science, Psychology

Tibor Held Tibor Held Greater Boston Area Details
Tibor Held's New York Life Retirement Plan Services Experience 2007 - Present
Job Developer at Nylim
Industry Financial Services
Experience
Nylim  July 2007 - Present
New York Life Retirement Plan Services   2007 - Present
CheckFree/FiServ  2004 - 2007

Skills
SDLC, Agile Methodologies, Databases, Microsoft SQL Server, Software Development, C#, XML, SOA, Enterprise Software, Requirements Analysis, .NET, Oracle, Requirements Gathering, ASP.NET, Web Services, SQL, Data Warehousing, Visio, Integration, Database Design, Business Analysis

Education
Rutgers, The State University of New Jersey-Camden   1990 — 1994
Master of Business Administration (MBA), Accounting and Finance

Cassie Friedman Cassie Friedman Greater Boston Area Details
Cassie Friedman's New York Life Retirement Plan Services Experience March 2013 - April 2015
Job Director, Product Management John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   March 2013 - April 2015
New York Life  June 2008 - March 2013
Mercer  November 1996 - June 2008

Skills
Financial Services, Vendor Management, Process Improvement, Relationship Management, Employee Benefits, Risk Management, SDLC, Management, Program Management, Business Process..., Cross-functional Team..., Strategic Planning, Strategy

Education
Bryant University   1990 — 1994
Bachelor of Science (B.S.), Finance

Eileen LaBella Eileen LaBella Greater Boston Area Details
Eileen LaBella's New York Life Retirement Plan Services Experience October 2009 - April 2015
Job Senior Project Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   October 2009 - April 2015
Fidelity Investments  July 2004 - November 2009
CVS/Pharnacy-CVS Corporation   1999 - 2004

Skills
SDLC, Business Requirements, Vendor Management, User Acceptance Testing, Resource Management, Business Analysis, Waterfall, Requirements Analysis, Visio, Software Project..., Financial Services, Business Process..., Requirements Gathering, Process Improvement, Risk Management, MS Project, Program Management, Quality Assurance, SharePoint, Integration, Project Management, PMP, Agile Methodologies, Project Planning

Education
Clark University   1996 — 1996
certificate, Client/Server Development

Stockton University
BS, Accounting

Kate Matier Kate Matier Kenilworth, New Jersey Details
Kate Matier's New York Life Retirement Plan Services Experience October 2005 - Present
Job Senior Associate, Marketing Operations at John Hancock Retirement Plan Services
Industry Financial Services
Experience
New York Life Insurance Company  March 2012 - Present
New York Life Retirement Plan Services   October 2005 - Present
New York Life Insurance Company  March 2010 - December 2014
New York Life Retirement Plan Services   October 2005 - March 2011
New York Life Investments  November 1995 - November 2001

Skills
Mutual Funds, Product Management, Financial Services, Investments, Product Marketing, Retirement Planning, Fundraising, Volunteer Management, Event Planning, Community Outreach, Non-profit Volunteer, Defined Contribution, Series 63, Leadership, Relationship Management, Customer Service, Fixed Annuities, Securities, Training, Life Insurance, Retirement, Insurance, 401k, Asset Management, Nonprofits, Series 7

Education
Rutgers, The State University of New Jersey-New Brunswick   1990 — 1993
Bachelor of Arts (BA), Psychology

Siena College   1988 — 1990

Immaculate Heart Academy   1984 — 1988
College prep

Tanya O'Leary Tanya O'Leary Greater Boston Area Details
Tanya O'Leary's New York Life Retirement Plan Services Experience November 2012 - Present
Job ePlatform Product Manager at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   November 2012 - Present
New York Life Retirement Services   December 2010 - November 2012
New York Life Insurance Company  June 2010 - December 2010
Participant Service Center Representative   September 2008 - June 2010
Starbucks Coffee Company  November 2006 - September 2008
Starbucks Coffee Company  June 2004 - November 2006

Skills
Benefits Administration, Budgets, Business Analysis, Customer Service, Employee Training, Hiring, Investments, Management, Leadership, Microsoft Office, Microsoft Word, Outlook, Process Improvement, Project Management, Project Planning, Retirement, Training, Team Building, Research, Call Centers, Retail, PowerPoint, Employee Relations, Mutual Funds, Recruiting

Education
Framingham State University   2000 — 2005
BA, Psychology

Noly Williams Noly Williams Greater Boston Area Details
Noly Williams's New York Life Retirement Plan Services Experience January 2000 - Present
Job Principal Systems Engineer at John Hancock Retirement Plan Services
Industry Financial Services
Experience
NEW YORK LIFE RETIREMENT PLAN SERVICES   January 2000 - Present
HARVARD UNIVERSITY HEALTH SERVICES  May 1990 - January 2000

Skills
Servers, Data Center, Active Directory, Windows, Disaster Recovery, Unix, Business Continuity, Enterprise Storage, Netbackup, VMware ESX, Virtualization, Cluster, Help Desk Support, Storage, Storage Area Networks, VMware

Education
Berklee College of Music   1979 — 1983
BA Mus, Film Scoring

Wei Feng Li Wei Feng Li Greater Boston Area Details
Wei Feng Li's New York Life Retirement Plan Services Experience 2006 - Present
Job Investment Analyst at NYLIM
Industry Investment Management
Experience
NYLIM  August 2006 - Present
New York Life Investment Management  2006 - Present
New York Life Retirement Plan Services   2006 - Present
NYLIM Retirement Plan Services   2006 - Present
Ameriprise Financial  April 2003 - March 2005

Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2002
MSF, Global Financial Analysis

Patricia McHugh Patricia McHugh Greater Boston Area Details
Patricia McHugh's New York Life Retirement Plan Services Experience October 2009 - December 2014
Job Client Service Professional
Industry Financial Services
Experience
Mercer  January 2015 - Present
New York Life Retirement Plan Services   October 2009 - December 2014
New York Life Retirement Plan Services   March 2006 - October 2009
New York Life Retirement Plan Services   March 2003 - March 2006
New York Life Retirement Plan Services   February 2001 - March 2003
CitiStreet  June 1999 - February 2001

Skills
Retirement, Financial Services, 401k, Mutual Funds, Customer Service, Outlook, Microsoft Word, Microsoft Excel, Employee Benefits, Microsoft Office, Investments, PowerPoint, Retirement Planning

Education
Eastern Nazarene College   2008 — 2012
Bachelor of Science (BS), Business Administration

Fisher College   1993 — 1995
Associate, Paralegal

Ed Natale Ed Natale Greater Boston Area Details
Ed Natale's New York Life Retirement Plan Services Experience May 2010 - August 2013
Job Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Retirement Plan Services   September 2013 - March 2015
New York Life Retirement Plan Services   May 2010 - August 2013
Fidelity Investments  2004 - 2009
Fidelity Investments  2001 - 2004
Fidelity Investments  1994 - 2001
State Street Bank  1988 - 1989

Skills
Management, Financial Services, 401k, Analysis, Business Analysis, Mutual Funds, Investments, Portfolio Management, Risk Management, Project Management, Process Improvement

Education
Fordham University   1984 — 1987
Bachelor, Finance

Christian Riddell Christian Riddell Greater Boston Area Details
Christian Riddell's New York Life Retirement Plan Services Experience June 2009 - Present
Job 2nd Vice President / Project Manager at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Retirement Plan Services   June 2009 - Present
State Street Bank  October 2006 - February 2009
State Street Bank  October 2002 - September 2006
State Street Bank  May 2001 - September 2002
State Street Bank  August 1999 - April 2001

Skills
Change Management, Project Management, Management, Vendor Management, Operations Management, Risk Management, SDLC, Team Management, CRM, Business Analysis, Process Improvement, Leadership, Relationship Management, Program Management, PMO, Business Process..., Analysis, PMP, Banking, Financial Services, Outsourcing

Education
Fairfield University
B.A.

Tanya Waller Tanya Waller Woburn, Massachusetts Details
Tanya Waller's New York Life Retirement Plan Services Experience January 1992 - August 2001
Job Senior Business Systems Analyst at Eliassen Group
Industry Information Technology and Services
Experience
Eliassen Group  May 2012 - Present
NetScout Systems  September 2009 - April 2012
WSI Corporation  November 2006 - November 2008
UniFirst Corporation  April 2003 - August 2006
Eastern Bank  December 2001 - August 2002
New York Life Retirement Plan Services   January 1992 - August 2001
ADQ, Inc. (Purchased in 1992 by New York Life)   August 1991 - January 1992

Skills
Sharepoint, SalesLogix, CRM Analyst, Salesforce.com..., SQL, Windows OS, MS Office products, Crystal Reports, Microsoft Office, Salesforce.com, SharePoint, Training, Windows, Software Documentation, Microsoft SQL Server, Databases, Sage, Technical Support, Process Improvement, CRM, Troubleshooting, Project Management, Management, Networking

Education
Northeastern University   1991 — 2009
2009BSBA, Management Information Systems

Phillips Jr. College   1983 — 1985
Associates Degree, Computer Science

Jason McElrath Jason McElrath Greater New York City Area Details
Jason McElrath's New York Life Retirement Plan Services Experience October 1998 - December 2010
Job Senior Internal Wholesaler at AXA Equitable
Industry Financial Services
Experience
AXA Equitable  August 2013 - Present
ADP  July 2011 - February 2013
New York Life Retirement Plan Services   October 1998 - December 2010

Skills
Sales, 401k, Sales Management, Relationship Management, New Business Development, Financial Services, Mutual Funds, Insurance, Investments, Business Analysis, Team Leadership, Coaching, Process Improvement, Series 63, Series 6

Education
Bloomsburg University of Pennsylvania   1991 — 1996
Bachelor of Science, Marketing

Catherine Noyes Catherine Noyes Greater Boston Area Details
Catherine Noyes's New York Life Retirement Plan Services Experience March 2008 - September 2008
Job
Industry Financial Services
Experience
Computershare  November 2013 - September 2014
Saint Albert the Great Parish   February 2012 - November 2013
Commonwealth of Massachusetts  February 2009 - July 2009
New York Life Retirement Plan Services   March 2008 - September 2008
Boston Financial Data Services, Inc.   April 2002 - November 2007
Trustar Retirement Services  January 1996 - April 2002
State Street Bank & Trust Company  1984 - 1995

Skills
Business Analysis, Employee Benefits, Mutual Funds, Financial Services, 401k, Retirement, SDLC, CRM, Finance, Relationship Management, Risk Management, Retirement Planning, Investments, Client Services

Education
Suffolk University   1980 — 1984
BSBA, Management

Massasoit Community College   2012 — 2013
Human Resources Certificate

Candice Maynard/NYLB Candice Maynard/NYLB Providence, Rhode Island Area Details
Candice Maynard/NYLB's New York Life Retirement Plan Services Experience August 1995 - Present
Job Compliance Analyst at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Retirement Plan Services   August 1995 - Present
Tarnell Company, LLC  1993 - 1995

Skills
Mutual Funds, Securities, Financial Services

Education
Brandeis University   1989 — 1993
BA, Sociology, Legal Studies

Cindy Mota Cindy Mota Greater Boston Area Details
Cindy Mota's New York Life Retirement Plan Services Experience June 2007 - October 2009
Job Reinsurance Accounting Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  September 2010 - Present
Sun Life Financial  October 2009 - September 2010
New York Life Retirement Plan Services   June 2007 - October 2009
Mayflower Cooperative Bank   October 2003 - June 2007
Putnam Investments  December 2005 - April 2006

Skills
Access, Microsoft Excel

Education
Bridgewater State University   2003 — 2007
Finance, Actuarial Science

Deidre Battle Deidre Battle Greater Boston Area Details
Deidre Battle's New York Life Retirement Plan Services Experience December 2010 - Present
Job Supervisor at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Retirement Plan Services   December 2010 - Present
Mercer  January 2005 - April 2009
Putnam Investments  2000 - 2005
Putnam Investments  1997 - 2000
Putnam Investments  1993 - 1997
Putnam Investments  February 1984 - 1993

Skills
401k, Retirement, Employee Benefits, Defined Benefit, Mutual Funds, Benefits Administration, Process Improvement, Financial Services, Vendor Management, Business Analysis, Change Management, Program Management, Deferred Compensation, Leadership, Access

Education
Framingham State University   1982 — 1984
Sociology

Eisenhower College   1981 — 1982

Rochester Institute of Technology   1981 — 1982
Photography

Rochester Institute of Technology   1981 — 1982

Candice Maynard Candice Maynard Greater Boston Area Details
Candice Maynard's New York Life Retirement Plan Services Experience November 1999 - June 2002
Job Senior Compliance Analyst at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  June 2002 - Present
New York Life Retirement Plan Services   November 1999 - June 2002

Skills
Securities, 401k, Business Analysis, Financial Services

Education
Brandeis University   1989 — 1993
Bachelor, Sociology, Legal Studies

Joe Simmons, CFA Joe Simmons, CFA Greater Boston Area Details
Joe Simmons, CFA's New York Life Retirement Plan Services Experience May 2006 - April 2013
Job Director, Stable Value Sales at New York Life
Industry Financial Services
Experience
New York Life  April 2013 - Present
New York Life Retirement Plan Services   May 2006 - April 2013
Manning & Napier Advisors  April 2003 - May 2006
Fidelity Investments  2001 - 2003
Fidelity Investments Institutional Services (FIIS)   1993 - 1997

Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6

Education
Northeastern University   1985 — 1990
Finance, Finance, General

Northeastern University - Graduate School of Business Administration
MBA

Brian Jolly Brian Jolly Greater Boston Area Details
Brian Jolly's New York Life Retirement Plan Services Experience December 2014 - April 2015
Job Director, Creative & Account Management at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   December 2014 - April 2015
New York Life Retirement Plan Services   April 2012 - December 2014
New York Life Retirement Plan Services   July 2010 - April 2012
New York Life Retirement Plan Services   March 2008 - July 2010
Fidelity Investments  June 2007 - March 2008
Fidelity Investments  August 2005 - June 2007
Fidelity Investments  May 2004 - August 2005
Fidelity Investments  June 2002 - May 2004

Skills
401k, Marketing Strategy, Product Marketing, Leadership, Marketing, Training, Operations Management, Financial Services

Education
Clark University   2003 — 2006
MBA, Marketing, Management

Stonehill College   1998 — 2002
BSBA, Management

Katy Bacevich Katy Bacevich Greater Boston Area Details
Katy Bacevich's New York Life Retirement Plan Services Experience April 2013 - July 2014
Job Senior Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines  July 2014 - Present
New York Life Retirement Plan Services   April 2013 - July 2014
New York Life Retirement Plan Services   August 2011 - April 2013
UnitedHealthcare  January 2011 - August 2011
New York Life  March 2010 - February 2011
New York Life Retirement Plan Services   August 2007 - February 2010

Skills
Microsoft Office, InDesign, PMAPS, Satuit, SharePoint, Proposal Writing, 401k, Product Marketing, Retirement, Series 6, Management, Mutual Funds, Series 63, Marketing, Retirement Planning, Financial Services, Series 7, Strategy, Leadership, Relationship Management, Investments

Education
Boston University   2004 — 2007
B.S.

Janelle Howard Janelle Howard Greater Boston Area Details
Janelle Howard's New York Life Retirement Plan Services Experience March 2012 - April 2015
Job CRM Specialist at John Hancock
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   March 2012 - April 2015
Dave's Diner  June 2007 - June 2012
Corporate Fulfillment Systems   June 2010 - April 2011

Skills
Customer Service, Leadership, Sales, Time Management, Microsoft Excel, Insurance, Social Networking, PowerPoint, Employee Benefits, Customer Satisfaction, Marketing, Event Planning

Education
Bridgewater State College   2007 — 2010
Bachelor's degree, Business Management

University of Connecticut   2006 — 2007

Carissa Iuliano Carissa Iuliano Greater Boston Area Details
Carissa Iuliano's New York Life Retirement Plan Services Experience September 2012 - May 2014
Job Strategic Communications Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  May 2014 - Present
New York Life Retirement Plan Services   September 2012 - May 2014
New York Life Retirement Plan Services   July 2011 - August 2012
New York Life Retirement Plan Services   September 2009 - July 2011
New York Life Retirement Plan Services   June 2008 - September 2009
New York Life Retirement Plan Services   June 2006 - June 2008

Skills
Series 6, CRM, 401k, Retirement, Marketing Communications, Marketing Strategy, Client Services, FINRA, Financial Analysis, Financial Services, Mutual Funds, Retirement Planning, Series 63, Strategic Communications, Asset Allocation

Education
Curry College   2010 — 2012
MBA

Bryant University   2002 — 2006
Finance

Kimberly Donovan Kimberly Donovan Millis, Massachusetts Details
Kimberly Donovan's New York Life Retirement Plan Services Experience February 2004 - May 2011
Job Business Development Assistant/Proposal Writer at Mott MacDonald US
Industry Writing and Editing
Experience
Mott MacDonald US   May 2011 - Present
New York Life Retirement Plan Services   February 2004 - May 2011
PFPC  June 1999 - February 2003

Skills
Proposal Writing, Shipley, Microsoft Excel, Microsoft Word, Visio, Microsoft Office, Project Management, Marketing Communications, Leadership, Program Management, Editing, Project Planning

Education
Dean College   2008 — 2009
Associates, Business Administration

Tri-County Regional Vocational High School   1990 — 1994
HS Diploma, Cosmetology

Dan Fay Dan Fay Greater Boston Area Details
Dan Fay's New York Life Retirement Plan Services Experience Senior Relationship ManagerNew York Life Retirement Plan ServicesJanuary 2000 - August 2005
Job Vice President, Regional Business Manager, Midwest at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Retirement Plan Services   Senior Relationship ManagerNew York Life Retirement Plan ServicesJanuary 2000 - August 2005

Education
Bentley University   1989 — 1993
BS in Finance, Finance

Michelle Marchionni Michelle Marchionni Greater Boston Area Details
Michelle Marchionni's New York Life Retirement Plan Services Experience June 1992 - July 2008
Job Director Client Servicing at Patriot Pension Advisors
Industry Financial Services
Experience
Patriot Pension Advisors   February 2010 - Present
New York Life Retirement Plan Services   June 1992 - July 2008

Education
Bryant University   1990 — 1992
Bachelor of Science, Business Administration

Assumption College   1988 — 1990

Michael Favaloro Michael Favaloro Greater Boston Area Details
Michael Favaloro's New York Life Retirement Plan Services Experience July 2002 - July 2011
Job Retirement Plan Professional at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services  August 2011 - Present
New York Life Retirement Plan Services   July 2002 - July 2011

Skills
Mutual Funds, Investments, 401k, Series 7, Series 63, Retirement, Retirement Planning, Series 6, Asset Allocation, Financial Services, Pensions, Relationship Management

Education
College of the Holy Cross   1998 — 2002
Bachelor of Arts, Economics

Xaverian Brothers High School   1994 — 1998

Daniel Breda Daniel Breda East Weymouth, Massachusetts Details
Daniel Breda's New York Life Retirement Plan Services Experience July 2008 - July 2009
Job Property Manager at Corcoran Management Company
Industry Real Estate
Experience
Corcoran Management Company  March 2012 - October 2014
Corcoran Management Company  July 2009 - January 2012
New York Life Retirement Plan Services   July 2008 - July 2009
New York Life Retirement Plan Services   July 2006 - July 2008

Skills
Apartments, Yardi, Leases, Property Management, Real Estate, Selling, Real Estate Development, Rentals, Lease Administration, Investment Properties, Real Estate Transactions, Residential Homes, OneSite, Condos, Sales

Education
Institute of Real Estate Management (IREM)   2014 — 2014
Accredited Residential Manager (ARM), Property Management

Assumption College   2002 — 2006
Bachelor's degree, Organizational Communication, General

Janine Cournoyer Janine Cournoyer Greater Boston Area Details
Janine Cournoyer's New York Life Retirement Plan Services Experience April 2013 - April 2015
Job Account Manager Creative Agency at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York LIfe Retirement Plan Services   April 2013 - April 2015
Veritude  2006 - 2010
Fidelity Investments  2000 - 2005
United Solutions, Inc.   1996 - 2000

Skills
Adobe Acrobat, Marketing Communications, Direct Mail, Advertising, Editing, Documentum, SmartPath, Sales Logix, ACT!, Microsoft Office, SharePoint, Strategic Communications, Corporate Communications, Direct Marketing, Public Relations, Management, Internal Communications

Education
Boston University
MS, Mass Communication

Worcester State College
BA, English

Meghan Donovan Meghan Donovan Greater Boston Area Details
Meghan Donovan's New York Life Retirement Plan Services Experience May 2007 - August 2007
Job Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson  October 2014 - Present
Towers Watson  April 2012 - September 2014
Towers Watson  April 2010 - March 2012
Towers Watson  July 2008 - April 2010
New York Life Retirement Plan Services   May 2007 - August 2007

Skills
Microsoft Excel, Employee Benefits, Financial Reporting, Actuarial Science, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Risk Management, Analysis, Defined Benefit, Economics, Investments, Project Management, Leadership

Education
College of the Holy Cross   2004 — 2008
B.A., Mathematics and Computer Science

Reading Memorial High School   2000 — 2004

Alix Trabucco Alix Trabucco Greater Boston Area Details
Alix Trabucco's New York Life Retirement Plan Services Experience January 2011 - April 2015
Job Senior Client Service Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   January 2011 - April 2015
New York Life Retirement Plan Services   2008 - 2011
BB&T  2006 - 2008
BB&T  2004 - 2006
New York Life Retirement Plan Services   2001 - 2004
New York Life Retirement Plan Services   1998 - 2001
John Hancock Financial Services  1997 - 1998
John Hancock Financial Services  1995 - 1997
Travelers  1990 - 1995

Skills
Retirement, Financial Services, Relationship Management, Employee Benefits, Business Analysis, Business Process..., Small Business

Education
University of Rhode Island - College of Business Administration
B.S., Finance

Boston University   2001 — 2003
Certified Financial Planner Program

Keith Killion Keith Killion Westwood, Massachusetts Details
Keith Killion's New York Life Retirement Plan Services Experience August 2007 - April 2015
Job Assistant Vice President
Industry Financial Services
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   August 2007 - April 2015
New Millennium Realty   February 2003 - January 2007
Oxford Bioscience Partners  January 2002 - January 2003

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting

Education
Bentley College   1994 — 1999
Bachelor of Science, Accounting

Eric Wolfenden Eric Wolfenden Dedham, Massachusetts Details
Eric Wolfenden's New York Life Retirement Plan Services Experience February 2006 - Present
Job Trust Operations Senior Associate at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life Retirement Plan Services   February 2006 - Present
Boston Financial Data Services  July 2004 - December 2005
Federated Investors, Inc.   October 2002 - July 2004

Skills
Customer Service, Project Management, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Team Building

Education
Bridgewater State College   1996 — 2000
Bachelor of Arts (BA), Psychology

Karen Thayer Bograd Karen Thayer Bograd Hopkinton, Massachusetts Details
Karen Thayer Bograd's New York Life Retirement Plan Services Experience 1993 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Retirement Plan Services   1993 - 2010

Skills
Program Management, Public Speaking, Customer Service, Process Improvement, Strategy, Public Relations, Strategic Planning, Leadership, Fundraising, Management

Education
Middlebury College   1986 — 1990
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

James Bayard James Bayard San Francisco Bay Area Details
James Bayard's New York Life Retirement Plan Services Experience 2010 - 2013
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  2013 - Present
New York Life Retirement Plan Services   2010 - 2013
U.S. Trust, Bank of America Private Wealth Management   2008 - 2010
Bank of America, Premier Banking & Investments   2005 - 2008
Putnam Investments  1998 - 2005

Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities

Education
Boston University School of Law
Juris Doctor, Law

University of California, Davis
Bachelor of Arts (B.A.), International Relations and German

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