New York Life Retirement Plan Services

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New York Life Retirement Plan Services Employees

Employee
Years
Job
Industry
Liza Masterson Liza Masterson Hartford, Connecticut Area Details
Liza Masterson's New York Life Retirement Plan Services Experience March 2014 - December 2014
Job Senior Director, Business Performance Analytics at Travelers
Industry Financial Services
Experience
Travelers  January 2015 - Present
New York Life Retirement Plan Services   March 2014 - December 2014
New York Life Retirement Plan Services   September 2012 - March 2014
New York Life Retirement Plan Services   October 2011 - September 2012
New York Life Retirement Plan Services   October 2010 - October 2011
New York Life Retirement Plan Services   July 2010 - October 2010
New York Life Investment Management  July 2008 - July 2010
UPS  September 2007 - June 2008

Skills
Microstrategy, Prioritization, MS Project, Financial Reporting, Budgeting, Research, Forecasting, Business Intelligence, Budgets, Competitive Analysis, Management, Analysis, Strategy, SharePoint, Organization &..., Analytics, MicroStrategy, Financial Services, Investments, Finance, CRM, Leadership

Education
Passed Level I of the CFA examination in 2010   2010 — 2010

University of Massachusetts Dartmouth   2003 — 2008
BS, Finance

FINRA
Series 6

Matthew J. Gill Matthew J. Gill Quincy, Massachusetts Details
Matthew J. Gill's New York Life Retirement Plan Services Experience May 2011 - December 2012
Job Writer | Editor with journalism background
Industry Writing and Editing
Experience
Experienced writer and editor, seeking writing position   January 2013 - Present
Plymouth 400, Inc   2013 - 2014
New York Life Retirement Plan Services   May 2011 - December 2012
GateHouse Media New England  September 2004 - May 2011
GateHouse Media New England  March 2003 - September 2004
ShuTong Foreign Language Center   April 2001 - May 2002
Athletes in Service to America   1999 - 2000

Skills
Journalism, Community Journalism, Proposal Writing, Headline Writing, Proofreading, Sports Writing, Editing, Photography, Travel Journalism, Creative Strategy, Languages, Writing, Press Releases, Feature Articles, Editorial, Newspapers, SEO, Public Relations, Newsletters, Publishing, QuarkXPress, Interviews, Copy Editing, Web Content

Education
UMass Dartmouth   1995 — 1999
Bachelor of Arts (BA), History

University of Limerick   1998 — 1999
History

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

Matt Severance Matt Severance Greater Boston Area Details
Matt Severance's New York Life Retirement Plan Services Experience November 2009 - September 2012
Job Account Manager at Everbridge
Industry Computer Software
Experience
Everbridge  February 2015 - Present
Dynatrace  June 2014 - February 2015
Virgin Pulse  September 2012 - June 2014
New York Life Retirement Plan Services   November 2009 - September 2012
New York Life Retirement Plan Services   February 2008 - November 2009
Putnam Investments  February 2004 - August 2007

Skills
Employee Benefits, Training, Retirement, Account Management, Management, 401k, Financial Services, Selling, Series 7, Consultative Sales..., Mutual Funds, Program Management, Sales, Consultative Selling..., Series 63, Salesforce.com, Marketing, Human Resources, Retirement Planning, Strategic Planning, Adult Learning..., Consultative Selling

Education
University of Massachusetts at Amherst, Isenberg School of Management   1999 — 2003
Bachelor of Business Administration (BBA), Management

University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Business Administration and Management

Chris Burkhard Chris Burkhard Austin, Texas Area Details
Chris Burkhard's New York Life Retirement Plan Services Experience March 2010 - July 2011
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
Schwab Retirement Plan Services  July 2011 - Present
New York Life Retirement Plan Services   March 2010 - July 2011
Fidelity Investments  September 2000 - March 2010

Skills
Series 24, Series 7,...

Education
Texas Christian University   1990 — 1994
Bachelor of Science (B.S.), Fitness Promotion

Matthew T. McCabe Matthew T. McCabe Greater Boston Area Details
Matthew T. McCabe's New York Life Retirement Plan Services Experience September 2007 - September 2009
Job Vice President, Executive Relationship Manager who Drives Strategic and Operational Excellence | Service Excellence
Industry Financial Services
Experience
John Hancock Retirement Plan Services  September 2009 - Present
New York Life Retirement Plan Services   September 2007 - September 2009
New York Life Retirement Plan Services   August 2005 - September 2007
Veritude  April 2005 - July 2005
Fidelity Investments  April 2004 - December 2004
Fidelity Investments  October 2003 - March 2004
Fidelity Investments  January 2003 - September 2003
Fidelity Investments  July 2001 - December 2002
Fidelity Investments, Hong Kong   January 2000 - June 2001
Fidelity Investments  July 1999 - December 1999

Skills
Building Relationships, Sales, Negotiation, Cross Selling, C-Suite Experience, Cross-functional Team..., Strategic Planning, International Ex-patriot, International Project..., Budgets, Customer Service, Research, Public Speaking, International, Asset Allocation, Employee Benefits

Education
Suffolk University - Sawyer School of Management   1997 — 1999
Master of Business Administration (MBA), International Business

Stonehill College   1987 — 1991
Bachelor of Arts (BA), Major: Sociology Minor: Business Administration

Jeffrey Fernandes Jeffrey Fernandes Greater Boston Area Details
Jeffrey Fernandes's New York Life Retirement Plan Services Experience March 2010 - March 2012
Job Investment Services Consultant at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  February 2012 - Present
New York Life Retirement Plan Services   March 2010 - March 2012

Skills
Series 6, Asset Allocation, Mutual Funds, Stable Value, Investment Review, Microsoft Excel, Microsoft Word, Morningstar Direct, Series 63, 401k, Defined Contribution, Defined Benefit, Investments, Investment Strategies, Strategic Financial..., Asset Management, Leadership, Relationship Management, Sales, Retirement Planning, Customer Service, Securities, Fixed Annuities, Insurance, Retirement, Series 7, Financial Services, Life Insurance, Fixed Income

Education
University of Massachusetts Dartmouth   2006 — 2010
Bachelor's, Finance

Passed Level III of the CFA Program

Diane Stone Diane Stone Greater Boston Area Details
Diane Stone's New York Life Retirement Plan Services Experience April 2011 - April 2012
Job Payroll Specialist at Harbor Health Services, Inc.
Industry Hospital & Health Care
Experience
Harbor Health Services, Inc.   August 2014 - Present
Care Resolutions   December 2012 - August 2014
New York Life Retirement Plan Services   April 2011 - April 2012
New York Life Retirement Plan Services   April 1998 - April 2011
MEDITECH  March 1991 - April 1998
Paychex  March 1988 - March 1991

Skills
QuickBooks, Qualified Retirement..., Compliance Testing, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes

Education
Stonehill College   1983 — 1987
Bachelor of Arts (B.A.)

William Deluca William Deluca Greater Boston Area Details
William Deluca's New York Life Retirement Plan Services Experience August 2007 - September 2013
Job Director, Trust Investment Operations John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  October 2013 - Present
New York Life Retirement Plan Services   August 2007 - September 2013
Investors Bank & Trust  February 2007 - July 2007
Eagle Investment Systems  January 2006 - February 2007
State Street Corporation  1992 - 2006

Skills
Mutual Funds, Corporate Actions, Fund Accounting, Securities, Financial Services, Investments, Fixed Income, Equities, Retirement Planning, Pensions, 401k, Bloomberg, Hedge Funds, Derivatives, Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Strategy, Retirement, Back Office, ETFs, Investment Strategies

Education
University of Massachusetts Lowell   1986 — 1990
BS, Business Administration

Glen Nile Glen Nile Providence, Rhode Island Area Details
Glen Nile's New York Life Retirement Plan Services Experience December 2009 - Present
Job Senior Developer at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   December 2009 - Present
New York Life Retirement Plan Services   September 2013 - April 2015
New York Life Investment Management  March 2005 - December 2009
New York Life Investment Management  April 2001 - March 2005

Skills
C#, ASP.NET, Visual Studio, Technical Analysis, Visual Foxpro, JavaScript, X/HTML/4/5, Sitecore CMS, AJAX, IIS, SQL, FoxPro, .NET, Agile Methodologies, Web Applications, Web Development, Sitecore, Microsoft SQL Server, User Interface Design, Software Development, LINQ, HTML, Entity Framework, SDLC, SOA, WCF, Requirements Analysis, Software Project..., TFS, VB.NET, Visual Basic, SharePoint, Databases, jQuery, XML, Scrum, Web Services, Software Documentation, Systems Analysis

Education
University of Phoenix   2004 — 2007
Bachelor of Science, Information Technology

University of New Hampshire   1989 — 1989

Michelle Connelly Michelle Connelly Greater Boston Area Details
Michelle Connelly's New York Life Retirement Plan Services Experience April 2013 - July 2014
Job Creative Lead, Sponsor and Provider Marketing at Financial Engines
Industry Design
Experience
Financial Engines  August 2014 - Present
New York Life Retirement Plan Services   April 2013 - July 2014
New York Life Retirement Plan Services   April 2010 - January 2013
Pearson Education  September 2009 - April 2010
MLConnelly.com   October 2001 - September 2009
The Cosgrove Group   April 1998 - October 2001
New England School of Art & Design - Suffolk University   January 1999 - May 2001
Stone & Webster  October 1993 - April 1998

Skills
Marketing Communications, Graphic Design, Social Media, Financial Services, Adobe Creative Suite, Advertising, Art Direction, Logo Design, Marketing, Creative Direction

Education
Syracuse University   1988 — 1992
BFA, Computer Graphics

Scott Wendling Scott Wendling Providence, Rhode Island Area Details
Scott Wendling's New York Life Retirement Plan Services Experience 2006 - Present
Job VP at NYLIM
Industry Financial Services
Experience
New York Life Retirement Plan Services   2006 - Present
Fidelity Investments (FIIS)   2002 - 2006

Skills
Retirement Planning, Retirement, Investments, Series 63, Relationship Management, Investment Advisory, 401k, Mutual Funds, Asset Allocation, Series 7, Series 6, Fixed Annuities, Investment Strategies, Wealth Management, Securities

Education
University of Massachusetts, Amherst   1991 — 1996
Bachelors, Biology

Jenifer (Trahan) Stromfors Jenifer (Trahan) Stromfors Greater Boston Area Details
Jenifer (Trahan) Stromfors's New York Life Retirement Plan Services Experience October 2007 - April 2015
Job Director, Strategic Marketing
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
New York Life Retirement Plan Services   October 2007 - April 2015
DALBAR  September 2000 - October 2007
Meyers Group  October 1997 - September 2000

Skills
Financial Services, Market Research, Segmentation, Quantitative Research, Survey Design, Business Strategy, Analysis, Retirement Planning, Research, Business Intelligence, Marketing Strategy, Analytics

Education
University of New Hampshire   1991 — 1995
BS, Business Administration

University of New Hampshire - Whittemore School of Business and Economics   1991 — 1995
Bachelor of Science, Business Administration

Barrington High School   1987 — 1991

George Levesque George Levesque Providence, Rhode Island Area Details
George Levesque's New York Life Retirement Plan Services Experience May 2013 - Present
Job Online Experience Manager at New York Life Retirement Plan Services
Industry Internet
Experience
New York Life Retirement Plan Services   May 2013 - Present
New York Life Retirement Plan Services   April 2011 - April 2013
New York Life Retirement Plan Services   April 2010 - March 2011
Putnam Investments  July 2009 - February 2010
Staples  May 2004 - May 2009
Self Employed Usability Specialist   2002 - 2004
Mercer Human Resource Consulting  1997 - 2002
Sodexho USA  1995 - 1996
National Portfolio Advisors   1992 - 1994
Home Owners Savings Bank   1984 - 1991

Education
Barrington College   1977 — 1979
BA Music Education

St. Joseph's College (IN)   1975 — 1977
BA Music Education

Erik Thompson Erik Thompson Greater Boston Area Details
Erik Thompson's New York Life Retirement Plan Services Experience October 2007 - September 2011
Job Participant Experience Communications Developer at John Hancock Retirement Plan Services
Industry Marketing and Advertising
Experience
John Hancock Retirement Plan Services  November 2014 - Present
Fidelity Investments  December 2012 - November 2014
Sun Life Financial  September 2011 - December 2012
New York Life Retirement Plan Services   October 2007 - September 2011
Workscape  2006 - 2007
Fidelity Investments  March 2000 - March 2006
Tufts Health Plan  January 1998 - March 2000

Skills
Marketing Communications, Employee Benefits, 401k, Marketing, Corporate Communications, Strategic Communications, Direct Mail, Marketing Strategy, Vendor Management, Integrated Marketing, Financial Services, Internal Communications, Direct Marketing, Mutual Funds, Email Marketing, Sales, Series 6, Product Marketing, Strategic Planning, Retirement, Insurance

Education
Stonehill College   1992 — 1996
BA, Communication

Xaverian Brothers High School   1988 — 1992

Lynda Abend Lynda Abend Greater Boston Area Details
Lynda Abend's New York Life Retirement Plan Services Experience May 2013 - April 2015
Job Chief Data Officer at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services  April 2015 - Present
New York Life Retirement Plan Services   May 2013 - April 2015
New York Life Retirement Plan Services   April 2011 - May 2013
New York Life Retirement Plan Services   December 1998 - April 2011
George Beram & Company   May 1990 - December 1998

Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Series 63, Actuarial Consulting, Product Management, Management, Actuarial Science, Business Intelligence, Retirement, Employee Benefits, Retirement Plan..., Defined Contribution

Education
University of Massachusetts, Amherst   1981 — 1985
BS, Math and Economics

Betsy DelSanto/NYLB Betsy DelSanto/NYLB Greater Boston Area Details
Betsy DelSanto/NYLB's New York Life Retirement Plan Services Experience October 1999 - Present
Job Director, Operations Support, John Hancock Retirement Services
Industry Financial Services
Experience
New York Life Retirement Plan Services   October 1999 - Present
John Hancock Retirement Services  October 1999 - Present
New York Life Insurance Company  1999 - 2010

Education
University of Rhode Island   1979 — 1983

Wheeler   1979 — 1979

Shannon Knapp, CFP®, AIF® Shannon Knapp, CFP®, AIF® Dallas/Fort Worth Area Details
Shannon Knapp, CFP®, AIF®'s New York Life Retirement Plan Services Experience January 2012 - April 2015
Job Sales 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   January 2012 - April 2015
Lincoln Financial Group  December 2000 - December 2011
Lincoln Financial Group  September 2009 - May 2011
United States Armed Forces  January 1997 - December 2000

Skills
New Business Development, Sales, Series 7, 401k, Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Employee Benefits, Sales Presentations, Series 63, Sales Management, Business Development, Strategic Planning, Series 6, Project Management, Team Building, Negotiation, Insurance, Leadership, Business Planning

Education
University of Alabama   1993 — 1996
Bachelor of Science Degree, Investment Management and Finance

Don Stroube Don Stroube Charlotte, North Carolina Area Details
Don Stroube's New York Life Retirement Plan Services Experience 2004 - 2008
Job Investment Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2008 - Present
New York Life Retirement Plan Services   2004 - 2008
Columbia Management Group  1998 - 2004
First Citizens Investor Services  1996 - 1998
Smith Barney, Inc.   1994 - 1996
National Westminster Bank  1992 - 1994
National Westminster Bank  1989 - 1992
Sumitomo Bank of California  1986 - 1989

Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k

Education
University of California, Santa Barbara   1980 — 1985
BA, Business Economics

Trinity College Dublin   1984 — 1984
Economics

Cathy Powers Cathy Powers Greater Boston Area Details
Cathy Powers's New York Life Retirement Plan Services Experience April 2010 - April 2015
Job Senior Training Specialist 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 2010 - April 2015
Putnam Investments  May 2008 - April 2010
Putnam Investments  January 2007 - May 2008
Putnam Investments  June 2006 - January 2007

Skills
Training, Management, Project Management, Workforce Management, E-Learning, Staff Development, Retirement, Call Centers, Financial Services, Mutual Funds, 401k, Vendor Management

Education
University of Massachusetts, Amherst   1982 — 1986
Bachelors, Elementary Education

Jodie Corvello Jodie Corvello Westwood, Massachusetts Details
Jodie Corvello's New York Life Retirement Plan Services Experience July 2009 - Present
Job at
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   March 2005 - July 2009
East Bay Music   September 1998 - December 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Research, Coaching, teaching, Social Media, Social Networking, Team Building, Retirement, Leadership, Employee Benefits, Customer Service, Analysis, 401k

Education
UMass Dartmouth   1998 — 2001
B.A., Music Ed

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