NYLIFE Securities
Industry: Company
DescriptionCustomer service: 1 (800) 695-4785 Founded: 1969 Parent organizations: New York Life Insurance Company, NYLIFE, LLC
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NYLIFE Securities Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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