New York Life Retirement Plan Services
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New York Life Retirement Plan Services Employees
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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