NYLIFE Securities

Industry: Company

Description

Customer service: 1 (800) 695-4785 Founded: 1969 Parent organizations: New York Life Insurance Company, NYLIFE, LLC

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58 NYLIFE Securities employees in database. Find out everything there's to know about NYLIFE Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

NYLIFE Securities Employees

Employee
Years
Job
Industry
Cody Freeman Cody Freeman Oklahoma City, Oklahoma Details
Cody Freeman's NYLIFE Securities Experience April 2011 - February 2015
Job Financial Service Professional helping businesses and families achieve their financial goals.
Industry Financial Services
Experience
FIA Insurance & Investments   January 2006 - Present
NYLIFE Securities   April 2011 - February 2015
New York Life Insurance Company  September 2010 - February 2015
Cody Freeman Golf   June 2002 - October 2009

Skills
Insurance, Retirement Planning, Annuities, Long Term Care, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Estate Planning, Financial Services, IRAs, Investments, Health Insurance, Strategic Financial..., Term Life Insurance, Universal Life, Whole Life, Retirement, Roth IRA, Small Business, Wealth Management, 401k

Education
University of Oklahoma   1997 — 2002
Bachelors, Business administration

Steven Eric Salinas Steven Eric Salinas Corpus Christi, Texas Area Details
Steven Eric Salinas's NYLIFE Securities Experience April 2004 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Nylife Securities   April 2004 - Present
New York Life Insurance Company  April 2004 - Present
BNI  2014 - 2015
BNI  2014 - 2015
APAC Customer Services  December 1997 - May 1999

Skills
Retirement Planning, Licensed Life Insurance..., Licensed Long-Term Care, Estate Planning, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Customer Service, Employee Benefits, Leadership, Sales, Team Building, Mutual Funds, Retirement, Marketing

Education
Texas A&M University-Kingsville   1998 — 2003
BBA, Marketing

Ingleside High School   1992 — 1996
Diploma

David L. Salgado David L. Salgado Glendale, California Details
David L. Salgado's NYLIFE Securities Experience I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed InsuranceFinancial Services ProfessionalNew York Life & MainStay InvestmentsJanuary 2011 - Present
Job Registered Representative at NYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities   I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed InsuranceFinancial Services ProfessionalNew York Life & MainStay InvestmentsJanuary 2011 - Present
Trust Company of the West  January 2008 - December 2010

Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 63, Life Insurance, IRAs, Strategic Financial..., Investments, Wealth Management, Estate Planning, Securities

Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance and Business Law

Jeffrey Czerwinski, CFP, CLU, LUTCF Jeffrey Czerwinski, CFP, CLU, LUTCF Greater Los Angeles Area Details
Jeffrey Czerwinski, CFP, CLU, LUTCF's NYLIFE Securities Experience December 1997 - Present
Job Principal, Axiom Financial and Insurance Solutions
Industry Financial Services
Experience
Axiom Financial and Insurance Solutions   December 1997 - Present
NYLIFE Securities   December 1997 - Present
New York Life Insurance Company  December 1997 - Present

Skills
CLU, LUTCF, Investments, Insurance, Estate Planning, Retirement Planning, 401k Rollovers, Succession Planning, Wealth Preservation..., Legacies, Small Business, Key Person Protection

Education
The American College   2005 — 2010
CLU, Insurance

The American College   1999 — 2001
LUTCF, Insurance

California State University-Fullerton   1985 — 1989
Finance

Bellarmine

Rob Margheim Rob Margheim Fargo, North Dakota Area Details
Rob Margheim's NYLIFE Securities Experience June 2012 - June 2013
Job Hatch Realty
Industry Real Estate
Experience
Hatch realty  August 2014 - Present
Verazity Properties   May 2013 - October 2014
NYLife Securities   June 2012 - June 2013
New York Life Insurance Company  January 2009 - June 2012
North Dakota Air National Guard  June 2002 - April 2009
University Directories  May 2008 - September 2008
Finish LIne  September 2006 - May 2008

Skills
Account Management, Sales, Sales Management, Cold Calling, Salesforce.com, Customer Service, Marketing, PowerPoint, Public Speaking, Customer Satisfaction, Microsoft Excel, Direct Sales, Leadership, Business Planning, Finance, Analysis, Insurance, Program Management, Training

Education
The University of North Dakota   2003 — 2008
Business, Marketing, Information Systems

Community College of the US Air Force   2002 — 2003
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration

North Dakota State University   2002 — 2003
Business, Marketing/Marketing Management, General

Andrew Reimer Andrew Reimer Guttenberg, Iowa Details
Andrew Reimer's NYLIFE Securities Experience March 2002 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  March 2011 - Present
New York Life Insurance Company  February 2002 - Present
NYLIFE Securities   March 2002 - Present
Reimer Financial Group   January 2011 - Present

Skills
Estate Planning, Insurance, 401(k) Rollovers, Protection..., Annuity Sales, Licensed Life Insurance..., Key Person Protection, Wealth Preservation...

Education
University of Northern Iowa   1993 — 1998
Bachelor of Arts (BA), Economics and Political Science

Garnavillo High School   1989 — 1993

Shauri Palesch, CLU, ChFC, CLF, CASL, LUTCF Shauri Palesch, CLU, ChFC, CLF, CASL, LUTCF Roseville, California Details
Shauri Palesch, CLU, ChFC, CLF, CASL, LUTCF's NYLIFE Securities Experience 2004 - 2007
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  March 2007 - Present
NYLIFE Securities   2004 - 2007
Meridian School District #2  August 1997 - June 2004

Education
Lewis-Clark State College   1989 — 1994
BS, Education

Richard J. Krause Richard J. Krause Santa Rosa, California Details
Richard J. Krause's NYLIFE Securities Experience June 2012 - Present
Job A dedicated Financial Services Professional helping families in Northern California
Industry Insurance
Experience
NYLIFE Securities   June 2012 - Present
North Bay Black Chamber of Commerce   2012 - 2015
Best of the Bay TV  June 2011 - September 2011
Valley Yellow Pages  May 2010 - June 2011
Valley Yellow Pages  June 2006 - January 2009
Valley Yellow Pages  December 2005 - June 2006
Valley Yellow Pages  November 2003 - December 2005
Valley Yellow Pages  November 2002 - November 2003
Aldon Computer Group  December 1993 - November 2002
IBM  1987 - 1993

Skills
Retirement Planning, 401 (k) Rollovers, Annuity Sales, Estate Planning, Insurance, Key Person Strategies, Legacies, Licensed Life Insurance..., Time Management, Wealth Preservation..., Family Protection

Education
San Jose State University   1979 — 1984
Bachelor of Science Degree, Business Management

Michael Scheeler Michael Scheeler Washington D.C. Metro Area Details
Michael Scheeler's NYLIFE Securities Experience December 2013 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities   December 2013 - Present
New York Life Insurance Company  June 2013 - Present
Hard Shell Gear   July 2009 - September 2014
Junior Maryland Terrapins Lacrosse Club   May 2011 - July 2013

Skills
Investments, Customer Service, Strategic Planning, Retirement Planning, Life Insurance, Financial Services, Asset Allocation, Financial Recruiting, College Savings Plans, Social Networking, Social Media, Marketing, Social Media Marketing, Leadership, Entrepreneurship, Public Relations, Fundraising, Event Management, Team Building, Sponsorship, Retirement Income..., Succession Planning, Wealth Preservation..., 401k Rollovers, Estate Planning, Employee Benefits, Buy-sell Agreements, Legacies, Key Person Protection, Account Management, Guaranteed Lifetime..., Risk Management, Personal Finance, Facebook, Microsoft Office

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science (BS), American Studies

Calvert Hall College High School   2005 — 2009

Kyle Cornelison, MBA, CSSC, ChFC, CLU Kyle Cornelison, MBA, CSSC, ChFC, CLU Mobile, Alabama Area Details
Kyle Cornelison, MBA, CSSC, ChFC, CLU's NYLIFE Securities Experience May 1990 - July 1994
Job pres Southeastern Autosurance
Industry Insurance
Experience
Southeastern Autosurance   October 2014 - Present
Busted LLC   November 2012 - May 2014
Zealco Insurance   November 2012 - April 2014
Cornelison and Associates, Inc.   May 2005 - May 2013
SFB and NCFB   July 1994 - May 2005
NYLIFE Securities.  May 1990 - July 1994
Industrial Warehouse Services   1985 - 1990
Dionex Corporation  January 1983 - December 1985
Little, Brown and Company  May 1981 - December 1982

Skills
Start-ups, Business Development, Sales Management, speaker, Team Building, Risk Management, Risk Assessment, Commercial Insurance, Estate Planning, Insurance Planning, Insurance, Financial Planners, Public Speaking, Negotiation, Financial Analysis, Small Business, Management Consulting, New Business Development, Entrepreneurship, Training, Sales, Management, Leadership, Consulting, Finance, Strategic Financial..., Mergers & Acquisitions, Employee Benefits, Business Planning, Strategy, Strategic Planning, Investments, Business Strategy, Executive Management, Financial Services, Program Management, Due Diligence, P&L Management, Retirement Planning, Business, Contract Negotiation, Strategic Partnerships, Marketing, Coaching

Education
University of Alabama   1986 — 1988
MBA, Finance

University of Alabama at Birmingham   1977 — 1980
BS, Bology and Psychology. Minor Math, Chem., English

Auburn University   1974 — 1976
none, Bology

clay county high school

Izaac Reis Izaac Reis Carmel, Indiana Details
Izaac Reis's NYLIFE Securities Experience March 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities   March 2014 - Present
New York Life Insurance Company  October 2013 - March 2014

Skills
401k Rollovers, Annuity Sales, Asset Protection, Education Funding..., Employee Benefits, Estate Planning, Financial Services, Fixed Annuities, Investments, Life Insurance, Mutual Funds, Personal Finance, Retirement Planning, Cash Flow

Education
AIB College of Business   2011 — 2013
Bachelor's degree, Accounting & Business Administration

Webster City High School   2006 — 2008

Mallory Mitchell II Mallory Mitchell II Dayton, Ohio Details
Mallory Mitchell II's NYLIFE Securities Experience January 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities   January 2013 - Present
Altria  April 2005 - February 2012

Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Giving Strategies, Key Person Strategies, Protection..., Wealth Preservation..., Retirement Planning, Small Business, Multi-generational..., Multi Tasking, Financial Services, Securities, Sales, Team Building

Education
The Ohio State University - The Max M. Fisher College of Business   2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing

Sinclair Community College   2000 — 2002

Christopher McCown Christopher McCown Lynchburg, Virginia Details
Christopher McCown's NYLIFE Securities Experience March 2013 - Present
Job Passionate Financial services professional helping families and business' in the greater Lynchburg area for 2 years.
Industry Financial Services
Experience
NYLife Securities   March 2013 - Present
New York Life Insurance Company  December 2011 - Present
New York Life Insurance Company  2011 - Present
New York Life Insurance Company  2011 - Present
Darden  October 2002 - December 2011

Skills
Licensed Life & Health..., Annuity Sales, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, Retirement, Long-term Care, Whole Life, Series 6, IRAs, Series 63, Long Term Care Insurance, 401k, 401k Rollovers, Variable Annuities, College Savings Plans, Roth IRA, Mutual Funds, Employee Benefits, Buy-sell Agreements, Retirement Savings, FINRA, FINRA Series 63, FINRA Series 6

Education
Liberty University   2006 — 2009
Master of Arts (MA), Religion/Religious Studies

Liberty University   2001 — 2009
Bachelor of Science (B.S.), Psychology

Berean Christian school   1994 — 2001

Julie A. Cord Julie A. Cord Myrtle Beach, South Carolina Details
Julie A. Cord's NYLIFE Securities Experience January 2013 - Present
Job Financial Services Professional at NYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities   January 2013 - Present
New York Life Insurance Company  January 2013 - Present
Blue Mouth Promotions LLC   January 2007 - Present
Solar EOS   October 2010 - May 2011
U.S. Census Bureau -- Census Coverage Management   April 2010 - August 2010
Progressive Insurance  March 2009 - May 2009
Progressive Insurance  December 2004 - March 2009
Progressive Insurance  May 2000 - December 2004
Progressive Insurance  January 1995 - May 2000
Enterprise Rent-A-Car  December 1992 - January 1995

Skills
Insurance, Team Leadership, Operations Management, Event Management, LEED, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...

Education
University of Maryland University College   2008 — 2011
Master of International Management, International Management(MIM)

University of Maryland University College   2005 — 2008
Master of Business Administration (MBA), Business Administration

Indiana University Bloomington
Bachelor, General Studies

KHS

Chuck Swiderski Chuck Swiderski Rochester, New York Area Details
Chuck Swiderski's NYLIFE Securities Experience May 2011 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE SECURITIES   May 2011 - Present
New York Life Insurance Company  March 2011 - Present

Skills
Retirement Planning, Financial Services, Investments, 401(k) Rollovers, Education Funding..., Customer Satisfaction, Wealth Preservation..., Supplements to Employee..., Small Business, Licensed in Long-Term..., Licensed Life Insurance..., IRA Rollovers, Asset Protection

Education
University at Buffalo   1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Joshua Wells Joshua Wells Providence, Rhode Island Area Details
Joshua Wells's NYLIFE Securities Experience January 2005 - January 2010
Job President, Euclid Financial Services LLC
Industry Financial Services
Experience
Euclid Financial Services LLC   January 2010 - Present
NYLife Securities   January 2005 - January 2010
New York Life Insurance Company  January 2000 - January 2010

Education
Johnson & Wales University
B.S., Finance

Rebecca Gorrell Rebecca Gorrell Kansas City, Missouri Area Details
Rebecca Gorrell's NYLIFE Securities Experience 2012 - Present
Job Financial & Insurance Advisor
Industry Financial Services
Experience
NYlife Securities   2012 - Present

Skills
Retirement Planning, Employee Benefits, Retirement, Estate Planning, Financial Planners, Deferred Compensation, Business Planning, Insurance, Strategic Financial..., Small Business, Disability Insurance, Wealth Accumulation, Finance, 401k, Investments, Real Estate, Life Insurance, Term Life Insurance, Sales, Leadership, Management, Financial Services, Budgets, Mutual Funds, Investment Strategies, Team Building, Strategic Planning, Long-term Care, Customer Service

Education
The University of Kansas   1996 — 2000

The American College

Jerry Spivey Jerry Spivey Elberton, Georgia Details
Jerry Spivey's NYLIFE Securities Experience June 1984 - Present
Job Life Insurance Agent and Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company  June 1984 - Present
NYLIFE Securities   June 1984 - Present
Brown Transport  January 1983 - June 1984
Watkins Motor Lines  January 1980 - December 1982
Ryder Truck Lines  1978 - 1980
Roadway Express  1973 - 1978
Metropolitan Planning Commission   1973 - 1973
United States Army  June 1968 - December 1971

Skills
Insurance, Retirement, Estate Planning, Investments, Retirement Planning, Small Business, Succession Planning, 401k Rollovers, Asset Protection, Annuity Sales, CLU, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Key Person Protection, Life Insurance

Education
Armstrong Atlantic State University   1971 — 1973
B.A., Political Science with a Minor in History, 3.19

Savannah High School   1964 — 1966
Diploma, College Prep

Jon Palmquist LUTCF, CLU Jon Palmquist LUTCF, CLU Lincoln, Nebraska Area Details
Jon Palmquist LUTCF, CLU's NYLIFE Securities Experience June 2004 - Present
Job Registered Representative at NYLIFE Securities
Industry Insurance
Experience
Nylife Securities   June 2004 - Present
New York Life Insurance Company  March 2004 - Present
Wymore Church of Christ   February 1988 - March 2003
New Market Church of Christ   November 1978 - February 1988

Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-Sell, CLU, Estate Planning, Grandparent Gifting, Insurance, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., LUTCF, Retirement Planning, Term Life Insurance, Permanent Life Insurance

Education
Kentucky Christian College   1991 — 1993
Masters, Ministry

Nebraska Christian College   1975 — 1979
Bachelor of Arts (BA)

Matt Marino Matt Marino San Antonio, Texas Area Details
Matt Marino's NYLIFE Securities Experience August 2008 - September 2010
Job Senior Investment Consultant at Vanguard, MBA
Industry Financial Services
Experience
Vanguard  June 2015 - Present
Medical Business Technologies   May 2014 - Present
Vanguard  September 2013 - Present
The Vanguard Group  August 2011 - Present
Self Employed Real Estate  May 2011 - Present
Young Professionals of Philadelphia   2008 - Present
Fellowship Bible Church  2002 - November 2013
North America Power Partners  September 2010 - June 2011
Nylife securities   August 2008 - September 2010
New York Life  July 2008 - September 2010

Skills
Investments, Retirement Planning, Finance, Financial Services, Fixed Annuities, Mutual Funds, Customer Service, Retirement, Portfolio Management, Financial Advisory, Series 7, CRM, Sales, Training, Estate Planning, Microsoft Excel, Financial Analysis, Management, Accounting, Microsoft Office, Variable Annuities, Public Speaking, Strategic Financial..., Series 63, Relationship Management, IRAs, Leadership, 401k, Financial Markets, Manage Client..., Process Improvement, Time Management, Series 6, Guaranteed Lifetime..., 529 Plans, Consultative Selling..., Program Management, Asset Allocation, Excel, Group Presentations, Investment Properties, Lead Generation, Financial Planning, Mentoring, IRA's, Life and Health License, Property Management, EHR, Economics, Healthcare Information...

Education
Marylhurst University   2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.85

The American College   2009 — 2010
LUTCF

Temple University - Fox School of Business and Management   2004 — 2008
BBA, Finance

Calvary Christian Academy   1999 — 2003
Diploma, General

Erik Dahlen Erik Dahlen Greater Denver Area Details
Erik Dahlen's NYLIFE Securities Experience June 2010 - January 2013
Job Senior Director of Marketing at Dahlen, LLC
Industry Financial Services
Experience
Dahlen, LLC   October 2014 - Present
USAFact   June 2013 - Present
NYLIFE Securities   June 2010 - January 2013
New York Life Insurance Company  January 2010 - January 2013
ViaWest  August 2008 - September 2009
Three Value Logic  January 2008 - August 2008
Liberty League International  January 2005 - September 2007
All-Ways Valet   2000 - 2006
Colorado Ski Country USA  2000 - 2002

Skills
Business Development, Sales, Salesforce.com, Account Management, Sales Management, CRM, Strategic Planning, Marketing, Budgets, Negotiation, New Business Development, Public Speaking

Education
Landmark Education   2005 — 2010

Three Value Logic Sales Institute- Technology Sales   2008 — 2008
Certified Sales Professional, Executive Sales Approach

Metropolitan State College of Denver   1998 — 2002
BS Event and Conference Managment with a Special Events Emphasis, Hospitality

La Trobe University   2000 — 2001
Special Events Emphasis, Event and Conference Managment

La Trobe University   2000 — 2001
Special Emphasis in Event and Conference Management, Hospitality

Loveland High School   1993 — 1998

Alan Diamond Alan Diamond Dallas/Fort Worth Area Details
Alan Diamond's NYLIFE Securities Experience September 2008 - Present
Job Financial Services Professional at NYLIFE Securities LLC, Member FINRA/SIPC
Industry Investment Management
Experience
NYLIFE Securities   September 2008 - Present
Carestream Health, Inc. (formerly Kodak Health Group)   April 1983 - March 2008
Kodak Health Group  1991 - 2007
Eastman Kodak Company  1982 - 2002
Xerox Corporation  February 1969 - August 1982

Skills
Securities, Process Improvement, Retirement Planning, CRM, Analytics, Integration, Insurance, Financial Services, Program Management, Training, Project Management, Medical Devices, Analysis, Finance, Cross-functional Team..., Healthcare, Financial Analysis, Accounting, Team Leadership, Sales, Salesforce.com, Product Management, Marketing, Strategic Planning, Microsoft Office, Customer Service, Six Sigma, Management, Leadership

Education
The University of Texas at Dallas - School of Management   2001 — 2003
MA, International Mgt. Studies

National Technological University   1991 — 1993
MS, Engineering Management

Rochester Institute of Technology   1973 — 1976
BS, Electrical Engineering

New Utrecht HS   1962 — 1965
Academic Diploma

Maria Mullaly Maria Mullaly Rockville Centre, New York Details
Maria Mullaly's NYLIFE Securities Experience 1998 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
NYLife Securities   1998 - 2001
Solomon Smith Barney  August 1995 - September 1998

Skills
Banking, Financial Services, Risk Management, Finance, Financial Analysis, Loans, Securities, Mutual Funds, Insurance, Portfolio Management, Financial Risk, Asset Management, Customer Service

Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

William R. Trice Bob Trice William R. Trice Bob Trice Dallas, Texas Details
William R. Trice Bob Trice's NYLIFE Securities Experience June 2001 - Present
Job Registered Representative at NYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities   June 2001 - Present
New York Life Insurance Company  March 2001 - Present

Skills
401k Rollovers, Annuity Sales, Asset Protection, CLU, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Long Term Care Insurance, LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership

Education
American University
LUTCF, CLU, Insurance and Financial Services

Carle Hildreth Carle Hildreth Portland, Maine Area Details
Carle Hildreth's NYLIFE Securities Experience May 2004 - May 2005
Job Owner, Captain at No Slack! Sportfishing
Industry Fishery
Experience
No Slack! Sportfishing and Guided Tours   June 2012 - Present
Consolidated Deicing Services   December 2010 - May 2012
WB Mason  May 2005 - June 2009
NYLIFE Securities   May 2004 - May 2005
New York Life Insurance Company  June 2003 - May 2005

Education
University of Maine   1996 — 2003
Anthropology, Geology

Becky L. Garcia Becky L. Garcia Corpus Christi, Texas Area Details
Becky L. Garcia's NYLIFE Securities Experience September 2013 - Present
Job
Industry Insurance
Experience
NYLIFE Securities   September 2013 - Present
New York Life Insurance Company  July 2012 - Present
Texas A&M International University  October 2009 - June 2012
Texas A&M International University  March 2007 - December 2009
LaredoCalendar.com   May 2006 - March 2007
New York Life Insurance Company/NYLIFE Securities   November 2004 - May 2006
E. L. Garcia Insurance Associates   August 2002 - November 2004
Fox Sports Radio/Clear Channel Dallas   July 2001 - August 2002
IBM  January 1999 - June 2001

Skills
Employee Benefits, Insurance, Licensed Life Insurance..., Licensed in Long-Term..., Management, Grant Writing, Retirement, Investments, Asset Protection, Leadership Development, Marketing, Program Management, Retirement Planning, Gifting Strategies, Small Business, Annuity Sales, 401k Rollovers, Key Person Protection, Time Management, Spanish, Strategic Planning, Leadership, Protection..., Public Speaking, Thought Leadership, Public Relations, Nonprofits, CRM, Advertising, Event Planning, Sales, Life Insurance, Grants, Training

Education
Texas A&M International University   2007 — 2010
Masters

Dale Carnegie Training   2004 — 2004
Effective Communications & Human Relations/Skills for Success

Leadership Corpus Christi   2003 — 2004
Class 32

Texas A&M University   1994 — 1998
BBA

W B Ray High School   1990 — 1994

Windsor Park Elementary

Gloria Webb LUTCF Gloria Webb LUTCF Brooklyn, New York Details
Gloria Webb LUTCF's NYLIFE Securities Experience
Job Registered Representative at NYLIFE Securities
Industry Insurance
Experience
NYLIFE Securities  

Skills
Insurance, Retirement Planning, Public Speaking, Retirement, Small Business, Customer Service, Leadership, Sales, Financial Services, Microsoft Excel, Investments

Education
Baruch College, City University of New York (CUNY)   1999 — 2001
MPA, Public Administration

Fordham University   1987 — 1989
Bachelor of Arts (B.A.), Economics and Business

Matthew A. Hayes, CFP® Matthew A. Hayes, CFP® Dallas/Fort Worth Area Details
Matthew A. Hayes, CFP®'s NYLIFE Securities Experience 2004 - 2006
Job Certified Financial Planner Professional with TFA President of Retirement Plan Management
Industry Financial Services
Experience
Retirement Plan Management (rpm)   2009 - Present
LJCM   2006 - 2009
NYLife Securities   2004 - 2006
Texas Motor Speedway  2000 - 2004
Renaissance Worthington Hotel  1995 - 2000

Skills
Strategic Financial..., 401k, Investment Advisory, Estate Planning, Investment Planning, Risk Management &..., Retirement Planning, Company Benefits, Executive Compensation..., Life Insurance, Succession Planning, Charitable Gift Planning, IRAs, SEP's

Education
University of North Texas   2011 — 2012
Certified Financial Planner Designation

Northwood University   1995 — 1998
BBA, Business Management

Tarrant County College   1994 — 1995
Associates of Management, Business

Gage Arnold Gage Arnold Vienna, Virginia Details
Gage Arnold's NYLIFE Securities Experience August 2013 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  September 2015 - Present
NYLIFE Securities   August 2013 - Present
Panda Landscaping   January 2012 - August 2013

Skills
401k Rollovers, Asset Protection, Buy-sell Agreements, Estate Planning, Education Funding..., Investments, IRA Rollovers, Lifetime Income..., Succession Planning, Retirement Planning, Wealth Transfer..., Financial Services, IRAs, Leadership, Sales, Risk Management, Employee Benefits, Time Management

Education
Saint Vincent College   2009 — 2013
Bachelor’s Degree, Mathematics

Louis Kaminow Louis Kaminow Miami/Fort Lauderdale Area Details
Louis Kaminow's NYLIFE Securities Experience February 2004 - Present
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
NYLIFE Securities   February 2004 - Present
New York Life Insurance Company  July 2011 - November 2013
New York Life Insurance Company  November 2009 - September 2011
New England Financial  November 2007 - November 2009
New York Life Insurance Company  November 2003 - November 2007
Mac Papers  1987 - 1999

Skills
Insurance, Leadership, Long-term Care, Retirement Planning, Investments, Fixed Annuities, IRAs, Retirement, Disability Insurance, Marketing, Agent Development, Estate Planning, Sales, Series 6, Financial Services, Wealth Accumulation, 401k, Life Insurance, Mutual Funds, Financial Advisory, Term Life Insurance, Variable Annuities, Financial Planners, Strategy, Series 63, Securities, Long Term Care Insurance, Financial Planning

Education
University of South Florida   1983 — 1987

Kyle Caropreso Kyle Caropreso Charlotte, North Carolina Area Details
Kyle Caropreso's NYLIFE Securities Experience March 1994 - May 1996
Job Queue Management Team Lead
Industry Investment Banking
Experience
Bank of America  June 2005 - Present
Municipal Settlement   June 2005 - April 2006
Sterling Capital Management LLC  July 2002 - June 2005
First Union Discount Brokerage   December 2001 - July 2002
Legends of Racing   June 2001 - December 2001
Bank of America  August 1999 - May 2001
First Union Brokerage Services, Inc   September 1997 - August 1999
First Data Corporation  May 1996 - September 1997
NYLIFE Securities   March 1994 - May 1996

Skills
Finance, Process Improvement, Management, Equities, Contingency Planning, Program Management, Asset Management, Sales, Customer Service, Fixed Income, Trading, Mutual Funds, Budgets, Project Management, Coaching, Change Management, Team Building, Leadership, Banking, Capital Markets, Negotiation, Risk Management, Accounting, Strategic Planning

Education
Catawba College   1989 — 1993
Bachelor of Arts, Business Administration, Finance

Montgomery High School

Joe Grimsic Joe Grimsic Medina, Ohio Details
Joe Grimsic's NYLIFE Securities Experience December 2013 - Present
Job FInancial Services Professional at NYLIFE Securities, LLC
Industry Investment Management
Experience
NYLIFE Securities   December 2013 - Present
CME Group  February 2003 - December 2013

Skills
Retirement Planning, Wealth Preservation..., Investments, Annuity Sales, 401(k) Rollovers, IRA Rollovers, Succession Planning, Key Person Protection, Small Business, Buy-Sell Agreements, Business Insurance..., Lifetime Income..., Life Insurance, Licensed in Long-Term..., Education Funding..., Charitable Giving, Gifting Strategies, Asset Protection, Creative Problem Solving, Estate Planning, Legacies, Finance, Customer Service, Financial Services, Securities

Education
Case Western Reserve University   1989 — 1993
BS, Mechanical Engineering

Case Western Reserve University - Weatherhead School of Management
MBA, Finance, General

John C. Tackman John C. Tackman Orange County, California Area Details
John C. Tackman's NYLIFE Securities Experience February 2011 - April 2012
Job Pharmacy Sales Director
Industry Insurance
Experience
Anthem, Inc.   June 2015 - Present
Anthem, Inc.   April 2014 - May 2015
Anthem, Inc.   August 2013 - April 2014
Anthem, Inc.   March 2012 - July 2013
New York Life Insurance Company  February 2011 - April 2012
NYLIFE Securities   February 2011 - April 2012
Hoag Hospital  August 2002 - August 2010

Skills
Insurance, Achieving Measurable..., Leadership, Strategic Planning, Management, Business Development, Health Insurance, Employee Benefits, Sales, New Business Development, Account Management, Product Marketing, Sales Operations, Healthcare, Analysis, Team Leadership, Start-ups, Program Management, Financial Services, Small Business, Microsoft Office, Finance, Process Improvement, Six Sigma, Lean Tools

Education
University of Phoenix   2010 — 2011
MBA, Technology Management, Achieved a GPA of 3.8/4.0

University of Phoenix   2009 — 2010
Master of Business Administration (MBA), Managerial Health Care, Achieved a GPA of 3.8/4.0

California State University-Long Beach   2002 — 2007
Bachelors of Science, Business and Administration; Marketing

James Nealis, LUTCF James Nealis, LUTCF Zephyr Cove, Nevada Details
James Nealis, LUTCF's NYLIFE Securities Experience October 2009 - Present
Job Principal at Nealis Insurance and Financial Solutions
Industry Financial Services
Experience
Nealis Insurance and Financial Solutions   November 2011 - Present
NYLIFE Securities   October 2009 - Present
New York Life Insurance Company  November 2008 - Present
Motive Interactive  January 2005 - June 2008
Carson City School District  August 1999 - June 2005
Motive Advertising   January 2004 - January 2005

Skills
Licensed Life and..., Long Term Care Insurance, Estate Planning, Retirement Income..., Education Funding..., Account Managment, Fixed Annuities, 401k Rollovers, Business Insurace..., wealth preservation..., Gifting Strategies

Education
The American College   2010 — 2014
LUTCF

State University of New York College   1996 — 1998
Bachelors of Science

State University of New York College at Cortland   1996 — 1998
B.S.E

Arizona State University   1993 — 1996

Debra Callaway Debra Callaway Dallas, Texas Details
Debra Callaway's NYLIFE Securities Experience July 2010 - Present
Job Agent/Registered Representative
Industry Financial Services
Experience
New York Life Insurance Company  July 2010 - Present
NYLife Securities   July 2010 - Present
Morgan Stanley Smith Barney  July 1998 - July 2010
MERRILL LYNCH, INC  January 1998 - January 1999
THE PRINCIPAL FINANCAL GROUP   January 1995 - January 1998
BANC ONE SECURITIES CORPORATION  January 1991 - January 1995

Skills
Long Term Care, Retirement Planning, Estate Planning, Financial Planning, Insurance

Education
UNIVERITY OF ARIZONA   1974 — 1978
Bachelor of Science, Business Administration; Business

University of Arizona   1973 — 1978
BS, Business Administration

Robert (Bob Shoff) Shoff Robert (Bob Shoff) Shoff Greater Boston Area Details
Robert (Bob Shoff) Shoff's NYLIFE Securities Experience 2009 - Present
Job Financial Services Professional
Industry Investment Management
Experience
NYLIFE Securities   2009 - Present
Enterprise Rent-A-Car  May 2008 - August 2009

Skills
Executive Council Member, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Life Insurance, Series 63, Investments, Wealth Management, IRAs, Strategic Financial..., 401k, Long-term Care, Long Term Care Insurance, Financial Services, Asset Allocation, Financial Analysis, Asset Management, Equities, Term Life Insurance, Fixed Income, Alternative Investments, Risk Management, Employee Benefits, Business Planning, Series 6, Strategic Planning, Investment Advisory, Financial Planners, Portfolio Management, Financial Advisory, Investment Strategies, 401k Rollovers, Wealth Accumulation, College Savings Plans, Disability Insurance

Education
Johnson & Wales University
Bachelor of Science, Entrepreneurship

Arielle Wernick Arielle Wernick Greater Philadelphia Area Details
Arielle Wernick's NYLIFE Securities Experience November 2012 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard  February 2014 - Present
NYLIFE Securities   November 2012 - February 2014
New York Life Insurance Company  November 2012 - February 2014
Arielle & Associates, Inc.   December 2009 - December 2012
Lincoln Investment Planning  May 2008 - November 2009
Camp Galil   June 2009 - August 2009

Skills
Microsoft Office, Customer Service, Problem Solving, Team Building, Research, Social Networking, Public Speaking, Event Planning, QuickBooks, Microsoft Excel, Leadership, Small Business, Retirement, Insurance, 401k Rollovers, Annuity Sales, Key Person Protection, Time Management, Fixed Annuities, Financial Services, Analysis, Marketing, Accounting, Retirement Planning, Life Insurance

Education
Ithaca College   2006 — 2009
BS, Business Administration, Marketing, Jewish Studies

Cheltenham High School   2001 — 2005

Morgan C. Mulford Morgan C. Mulford New York, New York Details
Morgan C. Mulford's NYLIFE Securities Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities   January 2014 - Present
New York Life Insurance Company  July 1998 - January 2013
Chase Investment Services  1995 - 1998
GE Capital  1993 - 1995

Skills
Life Insurance..., Annuity Sales, Variable Annuities, Fixed Annuities, Lifetime Income..., Investments, Mutual Funds, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Estate Planning, Charitable Giving, Public Speaking

Education
The College of New Jersey   1979 — 1983
Bachelor of Science (B.S.)

Albert Paula Albert Paula Stockton, California Area Details
Albert Paula's NYLIFE Securities Experience September 2004 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
New York Life Insurance Company  October 2004 - Present
NYLIFE Securities   September 2004 - Present
Eagle Strategies, LLC  September 2004 - Present
Chase Chevrolet   February 2001 - September 2004

Skills
Retirement Planning, Insurance, Estate Planning, Financial Planning, Annuities, Investment Advisory, Financial Services, Securities, Financial Planners, Asset Allocation, Life Insurance, Financial Advisory, Fixed Annuities, Term Life Insurance, Investments, 401k, 401k Rollovers, Finance, IRAs, Mutual Funds, Pensions, Retirement, Series 6, Strategic Financial..., Strategic Planning, Wealth, Wealth Accumulation, Wealth Management, Wealth Management...

Education
California State University Stanislaus   2000 — 2004
bs, finance

California State University-Stanislaus
Bachelor's degree, Finance, General

Erick Buckley, LUTCF Erick Buckley, LUTCF Las Vegas, Nevada Area Details
Erick Buckley, LUTCF's NYLIFE Securities Experience October 2003 - Present
Job Principle of Professional Wealth Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC  January 2015 - Present
New York Life Insurance Company  October 2003 - Present
NYLIFE Securities   October 2003 - Present

Skills
Investments, 401k, Financial Services, Roth IRA, Long Term Care Insurance, Estate Planning, Retirement Planning, Life Insurance, Universal Life, Fixed Annuities, Pensions, Securities, Succession Planning, Wealth Preservation..., Financial Goals, Small Business, IRAs, Disability Insurance, Mutual Funds, 401k Rollovers, Business Succession..., Education Funding..., Personal Finance, Retirement Income...

Education
University of Nevada-Las Vegas   1997 — 2002
Bachelor’s Degree, Kinesiology and Exercise Science

Green Valley High School   1993 — 1997

Scott Depew Scott Depew Greater New York City Area Details
Scott Depew's NYLIFE Securities Experience June 1996 - May 1998
Job Vice President at Prudential
Industry Financial Services
Experience
Prudential Financial  October 2014 - Present
Prudential Financial  May 1998 - October 2014
NYLIFE Securities   June 1996 - May 1998

Skills
Asset Management, Equities, Insurance, Investments, Leadership, Management, Mutual Funds, Process Improvement, Retirement Planning, Risk Management, Securities, Series 63, Series 7

Education
Rutgers, The State University of New Jersey-Newark   1999 — 2003
MBA, Finance

Clarkson University   1989 — 1993
BS, Finance

Julie Odum Julie Odum Dallas, Texas Details
Julie Odum's NYLIFE Securities Experience November 1994 - June 2002
Job CEO at D & J Estate Management, LLC
Industry Financial Services
Experience
D & J Estate Management, LLC   March 2014 - Present
Allstate Financial  2012 - Present
Carter Financial Management  January 2012 - July 2012
Lincoln Financial Advisors  October 2004 - September 2011
Legacy Partners  July 2002 - September 2004
NYLIFE Securities   November 1994 - June 2002

Skills
Investment Advisor..., Financial Planning, Comprehensive Planning, Retirement Planning, Estate Planning, Investments, Retirement, Wealth, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Planners, Series 7, Asset Managment, Long-term Care, Insurance, IRAs, Portfolio Management, Wealth Accumulation, Financial Advisory, Strategic Financial..., Series 63, Asset Management, Mortgage Lending

Education
University of North Carolina at Charlotte
BS in Business Administration, Business

University of North Texas
Business Administration and Management, General

Barry Jeanson Barry Jeanson Greater Boston Area Details
Barry Jeanson's NYLIFE Securities Experience 2008 - Present
Job Advisor for Nylife Securities
Industry Financial Services
Experience
Nylife Securities   2008 - Present

Skills
Salesforce.com, Account Management, Sales, Microsoft Excel, Microsoft Office, Marketing, Insurance, Leadership, Financial Analysis, Business Development, Microsoft Word, Event Planning

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2008
Business

Tara Marcello Tara Marcello Greater New York City Area Details
Tara Marcello's NYLIFE Securities Experience 1998 - 2006
Job Vice President, Product Management at The Athene Group
Industry Financial Services
Experience
The Athene Group  October 2006 - Present
New York Life  1998 - 2006
NYLIFE Securities   1998 - 2006

Skills
Salesforce.com, Business Analysis, Business Intelligence, Program Management, Financial Services, SaaS, Change Management, Siebel, Team Leadership, Project Management, Team Building, New Business Development, Business Development, Sales, Call Center, Call Centers, Cloud Computing, Enterprise Software

Education
Penn State University   1992 — 1996
BS, Business Economics

Port Richmond High School   1988 — 1992
Regents

IS 72   1985 — 1988

Edward Harley Edward Harley Hackensack, New Jersey Details
Edward Harley's NYLIFE Securities Experience February 1998 - January 2013
Job Registered Nurse at Hackensack University Medical Center
Industry Hospital & Health Care
Experience
Hackensack University Medical Center  October 2012 - Present
NYLIFE Securities   February 1998 - January 2013
New York Life  February 1998 - January 2013

Skills
Leadership, Fixed Annuities, Insurance, Customer Service, Microsoft Office, Actuarial Science, Sales, Financial Analysis, Finance, Public Speaking, Nursing, Orthopedics, Psychology, Life Insurance

Education
Drexel University   2010 — 2016
Master's degree, Nursing Science

Bergen Community College   2008 — 2010
Associate's degree, Nursing Science

Temple University - Fox School of Business and Management   1992 — 1997
Risk Management, Actuarial Science

Tara Ashby Tara Ashby Greater New York City Area Details
Tara Ashby's NYLIFE Securities Experience 2004 - 2005
Job Operations Supervisor at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities  April 2011 - Present
MetLife Securities  April 2004 - February 2011
NYLIFE Securities   2004 - 2005
NYLife Securities   December 1999 - January 2004
Royal Alliance Financial Services   June 1998 - December 1999
Prudential Securities  December 1996 - June 1998

Skills
Financial Services, Series 7, Mutual Funds, Leadership, Securities, Investments, Risk Management, Equities, Series 63

Education
New Jersey City University   1991 — 1995
BS, Business Administration

St Marys Highschool   1987 — 1991

Kevin J. Leary Kevin J. Leary Arvada, Colorado Details
Kevin J. Leary's NYLIFE Securities Experience September 2011 - June 2012
Job Tax Accountant at Brown, Ells & Co.
Industry Accounting
Experience
Brown, Ells & Company   February 2013 - Present
Leary Enterprises, Inc.   August 2012 - Present
NYLife Securities   September 2011 - June 2012
New York Life Insurance Company  July 2011 - June 2012
Yard House  April 2007 - July 2009

Skills
Financial Analysis, Strategic Planning, Account Management, Microsoft Office, Public Speaking, Sales Management, Team Building, Business Analysis, Microsoft Excel, New Business Development

Education
Metropolitan University of Denver   2010 — 2010

Colorado State University   2002 — 2006
B.A., Economics

Anders DiLascio Anders DiLascio Allston, Massachusetts Details
Anders DiLascio's NYLIFE Securities Experience November 2011 - May 2012
Job Sales Consultant at Grava Chrysler Jeep Dodge
Industry Automotive
Experience
Grava Chrysler Jeep Dodge   May 2014 - Present
Sears Auto Center  May 2012 - May 2014
NYLIFE Securities   November 2011 - May 2012
New York Life Insurance Company  February 2011 - May 2012
Sears Holdings Corporation - Automotive   May 2009 - February 2011

Skills
Financial Analysis, Strategic Financial..., Sales, Salesforce.com, Insurance, Financial Services, Fixed Annuities, Investments, Microsoft Excel, Marketing, Customer Service

Education
University of Massachusetts at Amherst - Isenberg School of Management   2005 — 2009
BBA, Business Marketing and Management

Keith Walsh Keith Walsh Greater New York City Area Details
Keith Walsh's NYLIFE Securities Experience October 1992 - September 1997
Job Financial Services Representative at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group  February 2013 - Present
TRANSAMERICA - WORLD FINANCIAL GROUP   August 2012 - January 2013
CLAREMONT INVESTMENT PARTNERS, LLC   June 2008 - May 2009
SYNERGY BANK  September 2003 - March 2008
BNY Mellon  September 2002 - July 2003
NEW YORK LIFE INVESTMENT MANAGEMENT  September 1997 - August 2002
NYLIFE SECURITIES   October 1992 - September 1997

Skills
Financial Analysis, Financial Modeling, Data Research, Financial Reporting, Budgeting, Asset Management, Investments, Mutual Funds, Strategic Planning, Forecasting, Problem Solving, Accounting, Business Strategy, Financial Planning, Corporate Finance, Asset Managment, Strategic Financial...

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2011
MBA, Finance

Fairfield University   1988 — 1992
B.S, Finance & International Business

Chaminade High School

larry gilbert larry gilbert New York, New York Details
larry gilbert's NYLIFE Securities Experience August 2012 - October 2013
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group  October 2013 - Present
NYLife Securities   August 2012 - October 2013
AXA Equitable  May 2012 - August 2012

Skills
Retirement Planning, Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Investment Strategies, Financial Services, Series 7, Series 63, Retirement Savings, Wealth Accumulation, Asset Allocation, Risk Management, Capital Markets Analysis, Equity Research, Foreign Investment, Investment Properties

Education
American International College   2008 — 2010
Bachelor, Finance

American International College   2008 — 2010
Finance, General

Ashok D. Patel Ashok D. Patel Greater Los Angeles Area Details
Ashok D. Patel's NYLIFE Securities Experience 2012 - Present
Job Achieve financial independence, leave a legacy, retire on their own terms, develop a sound financial strategy.
Industry Insurance
Experience
NYLIFE Securities   2012 - Present
New York Life Insurance Company  2012 - Present

Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Finance, Long-term Care, Estate Planning, 401k Rollovers, Investments, Small Business, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Asset Protection, Succession Planning, Life Insurance

Education
California State Polytechnic University-Pomona   1997 — 2001
Bachelor of Science (B.S.), Computer Information Systems

Marilyn Oden-McGill Marilyn Oden-McGill Overland Park, Kansas Details
Marilyn Oden-McGill's NYLIFE Securities Experience March 2014 - Present
Job Financial Services Professional at NYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities   March 2014 - Present
New York Life Insurance Company  January 2014 - Present
We Mean Business   2015 - 2015
We Mean Business   2015 - 2015
Olathe Chamber of Commerce  2014 - 2015
Olathe Chamber of Commerce  2014 - 2015
Olathe Chamber of Commerce  2014 - 2015
Bankers Life and Casualty Company  September 2013 - December 2013
ETC Solutions   January 2006 - June 2013

Skills
Asset Protection, Life Insurance, Licensed in Long Term..., Financial Services, Business Insurance..., Buy-sell Agreements, Suppliments to Employee..., Charitable Giving, Annuity Sales, Customer Service, Permanent Life Insurance, Term Life Insurance, Public Speaking, Lifetime Income..., Retirement Planning, Employee Benefits, Sales, Estate Planning, Education Funding..., Long-Term Care Insurance

Education
Emporia State University   1992 — 1996
Master's Degree, I/O Psychology

Emporia State University   1991 — 1994
Bachelor's Degree, Psychology

CDC

CDC

Jeb Bent, CFP® Jeb Bent, CFP® Greater New York City Area Details
Jeb Bent, CFP®'s NYLIFE Securities Experience 2010 - 2012
Job Institutional Investment Services at Capital Group
Industry Investment Management
Experience
Capital Group  July 2015 - Present
Capital Group  2012 - June 2015
NYLIFE Securities   2010 - 2012
John Hancock Financial Network  July 2008 - December 2009

Skills
Asset Managment, Asset Allocation, Investment Management, Investment Strategies, Strategic Financial..., Certified Financial..., Relationship Management, Institutional Investors, Separately Managed...

Education
New York University   2010 — 2011
Certificate of Financial Planning, Financial Planning

Fordham University   2004 — 2008
Bachelor of Arts (B.A.), Urban Studies, Economics

John W. Howell John W. Howell Stillwater, Oklahoma Details
John W. Howell's NYLIFE Securities Experience 1994 - Present
Job President at Howell Financial Services
Industry Financial Services
Experience
Howell Financial Services   PresidentHowell FInancial Services1994 - Present
Eagle Strategies, LLC  1996 - Present
NYLIFE Securities   1994 - Present
New York Life Insurance Company  1994 - Present

Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Permanent Life Insurance, Retirement Planning, Risk Management, Succession Planning, Wealth Preservation...

Education
Oklahoma State University   1980 — 1984
Bachelor's Degree, Marketing

Anthony Chee Anthony Chee Sacramento, California Area Details
Anthony Chee's NYLIFE Securities Experience December 1999 - Present
Job Financial Services ProfessionalNYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities   December 1999 - Present
Healthy Start Field Office, University of California, Davis   June 1996 - November 1999

Skills
Public Speaking, Training, Marketing Communications, Nonprofits, Analysis, PowerPoint, Microsoft Excel, Teaching, Data Analysis, Microsoft Office, Project Management, Customer Service, Leadership

Education
The American College   2009 — 2012
Chartered Financial Consultant, Advanced Financial Planning

The University of Hong Kong   1989 — 1991
MSW, Social Work

University of Sussex   1984 — 1987
BSc, Experimental Psychology

Queen's College, Taunton   1980 — 1984

Lawrence Violette Lawrence Violette Mclean, Virginia Details
Lawrence Violette's NYLIFE Securities Experience September 2008 - March 2013
Job Sales Agency
Industry Insurance
Experience
Aflac  June 2015 - Present
Joseph A Bank  January 2015 - Present
Home Depot  March 2014 - January 2015
Capitol Financial Partners  April 2013 - January 2014
New York Life Insurance Company  September 2008 - March 2013
NYLife Securities   September 2008 - March 2013
Ameriprise Financial Advisors  February 2007 - July 2008
Catholic Diocese of Arlington  May 1993 - April 2008

Skills
Retirement, Fixed Annuities, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Financial Planners, Long Term Care Insurance, Portfolio Management, Financial Services, Securities, Whole Life, Finance, Employee Benefits, High Net Worth..., Retirement Planning, Estate Planning, IRAs, Long-term Care, Insurance

Education
Saint Charles Borromeo Seminary   1989 — 1993
M.A., M.Div., B.A., Theology and Philosophy

George Mason University   1985 — 1987
Business and Philosophy

Frederick (Fred) Nyberg Frederick (Fred) Nyberg Yakima, Washington Details
Frederick (Fred) Nyberg's NYLIFE Securities Experience 2000 - 2013
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  September 2015 - Present
MassMutual Financial Group  February 2013 - August 2014
New York Life Insurance Company  July 2000 - January 2013
NYLIFE Securities   2000 - 2013
Yakima Valley Nursery Inc   May 1975 - December 1999

Skills
Business Analysis, Estate Planning, Investments, Strategic Financial..., Retirement, Investment Advisory, Financial Analysis, Financial Advisory, Securities, Equities, Series 7, Series 6, Series 63, IRAs, 401k, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Variable Annuities, Financial Planning

Education
Eastern Washington University   1975 — 1977
Bachelar of Arts in Education, Physical education and SocialSstudies

University of Utah   1974 — 1975
none, Education

Spokane Community College   1972 — 1974
Associate of Arts (AA), General Studies

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