NYLIFE Securities LLC
Industry: Company
DescriptionFounded: 1969 Parent organizations: New York Life Insurance Company, NYLIFE, LLC
NYLIFE Securities LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NYLIFE Securities LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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NYLIFE Securities LLC Employees
Employee
Years
Job
Industry
Bret Clark Bret Clark's NYLIFE Securities LLC Experience August 2014 - August 2015
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US September 2015 - Present
NYLIFE Securities LLC August 2014 - August 2015
New York Life Insurance Company May 2014 - August 2015
Skills
401k Rollovers, Retirement Planning, Variable Annuities, Annuity Sales, Life Insurance, Retirement, Estate Planning, Teamwork, Sales
Education
Assumption College 2010 — 2014
Bachelor of Business Administration (BBA), with a Minor in Finance
Columbia Threadneedle Investments, US September 2015 - Present
NYLIFE Securities LLC August 2014 - August 2015
New York Life Insurance Company May 2014 - August 2015
Skills
401k Rollovers, Retirement Planning, Variable Annuities, Annuity Sales, Life Insurance, Retirement, Estate Planning, Teamwork, Sales
Education
Assumption College 2010 — 2014
Bachelor of Business Administration (BBA), with a Minor in Finance
Bob Abbott Bob Abbott's NYLIFE Securities LLC Experience September 2014 - Present
Job Caring Financial Services Professional helping families in greater Boston area through NYLIFE Securities LLC.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
Brent Vaughan Brent Vaughan's NYLIFE Securities LLC Experience June 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Harveset Life Financial September 2012 - June 2014
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Education Funding..., Financial Services, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Life Insurance, Customer Service, Microsoft Excel, Fixed Annuities, Microsoft Office
Education
Baylor University 1987 — 1992
Bachelor's Degree, Business Administration
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
Harveset Life Financial September 2012 - June 2014
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Education Funding..., Financial Services, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Life Insurance, Customer Service, Microsoft Excel, Fixed Annuities, Microsoft Office
Education
Baylor University 1987 — 1992
Bachelor's Degree, Business Administration
Kristen Crawford Kristen Crawford's NYLIFE Securities LLC Experience February 2015 - Present
Job Production Manager of Financial Services offered by Otto N. Grozinger, LUCTF, NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
Willis-Knighton Health System October 2010 - July 2014
Skills
Customer Service, Healthcare, Hospitals, Microsoft Office, Nursing, Orthopedic, Public Speaking, Strategic Planning, Wound Care
Education
Bossier Parish Community College
NYLIFE Securities LLC February 2015 - Present
Willis-Knighton Health System October 2010 - July 2014
Skills
Customer Service, Healthcare, Hospitals, Microsoft Office, Nursing, Orthopedic, Public Speaking, Strategic Planning, Wound Care
Education
Bossier Parish Community College
Brock Whitney's NYLIFE Securities LLC Experience May 2015 - Present
Job Agent at New York Life helping families and business owners develop a sound financial stategy
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Cambridge Financial Services January 2015 - April 2015
Brigham Young University Baseball August 2008 - July 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Skills
Public Speaking, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Coaching, Time Management, Team Leadership, Microsoft Office, PowerPoint, Sales, Social Networking, Teaching, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Exercise Science
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Cambridge Financial Services January 2015 - April 2015
Brigham Young University Baseball August 2008 - July 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Skills
Public Speaking, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Coaching, Time Management, Team Leadership, Microsoft Office, PowerPoint, Sales, Social Networking, Teaching, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Exercise Science
Buddy Bailey Buddy Bailey's NYLIFE Securities LLC Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC February 2014 - Present
Bailey's Furniture December 2010 - December 2013
Bailey's Furniture May 2007 - December 2010
Skills
Furniture, Marketing Strategy, Advertising, Marketing, Strategic Planning, New Business Development, Product Development, Interior Design, Social Media, Sales Management, Sales, Graphic Design, Project Management, Photoshop, Retail, Online Advertising, Budgets, Social Media Marketing, Social Networking, PowerPoint, B2B, Online Marketing, Marketing Communications, Trade Shows, Email Marketing, Public Relations, Creative Direction, Brand Development, Customer Service, Microsoft Excel, Merchandising, Time Management, Community Development, Digital Marketing, Event Management, Event Planning, Sales Promotion
Education
University of Alaska Anchorage 2006 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
California Baptist University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Wasilla High School
Wasilla High School
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC February 2014 - Present
Bailey's Furniture December 2010 - December 2013
Bailey's Furniture May 2007 - December 2010
Skills
Furniture, Marketing Strategy, Advertising, Marketing, Strategic Planning, New Business Development, Product Development, Interior Design, Social Media, Sales Management, Sales, Graphic Design, Project Management, Photoshop, Retail, Online Advertising, Budgets, Social Media Marketing, Social Networking, PowerPoint, B2B, Online Marketing, Marketing Communications, Trade Shows, Email Marketing, Public Relations, Creative Direction, Brand Development, Customer Service, Microsoft Excel, Merchandising, Time Management, Community Development, Digital Marketing, Event Management, Event Planning, Sales Promotion
Education
University of Alaska Anchorage 2006 — 2007
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
California Baptist University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Wasilla High School
Wasilla High School
Scott Slusser's NYLIFE Securities LLC Experience April 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company February 2014 - Present
Tony's Roofcare May 2011 - February 2014
Washington Cedar & Supply August 2006 - April 2011
MassMutual Financial Group April 2006 - August 2006
Edward Jones January 2006 - April 2006
Skills
Small Business, Retirement, Retirement Planning, Life Insurance, Investments, Mutual Funds, 401(k), Variable Annuities, Long Term Care Insurance, Estate Planning, Team Building, Sales, Microsoft Office, Leadership, Customer Service, Finance
Education
Capella University 2009 — 2011
MBA, Corporate Finance
Central Washington University 2000 — 2005
B.S., Geology, Finance
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company February 2014 - Present
Tony's Roofcare May 2011 - February 2014
Washington Cedar & Supply August 2006 - April 2011
MassMutual Financial Group April 2006 - August 2006
Edward Jones January 2006 - April 2006
Skills
Small Business, Retirement, Retirement Planning, Life Insurance, Investments, Mutual Funds, 401(k), Variable Annuities, Long Term Care Insurance, Estate Planning, Team Building, Sales, Microsoft Office, Leadership, Customer Service, Finance
Education
Capella University 2009 — 2011
MBA, Corporate Finance
Central Washington University 2000 — 2005
B.S., Geology, Finance
Maggie Salazar's NYLIFE Securities LLC Experience July 2014 - Present
Job Dedicated Financial Services Professional with Nylife Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
JPMorgan Chase September 1999 - July 2013
Skills
Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Account Management, Buy-sell Agreements, Investments, IRA Rollovers, Personal Finance, Retirement, IRAs, Financial Services, Financial Analysis
Education
California State University-Fullerton
Bachelor's degree, Finance
La Puente High School
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
JPMorgan Chase September 1999 - July 2013
Skills
Life Insurance, Long-term Care, Estate Planning, 401k Rollovers, Account Management, Buy-sell Agreements, Investments, IRA Rollovers, Personal Finance, Retirement, IRAs, Financial Services, Financial Analysis
Education
California State University-Fullerton
Bachelor's degree, Finance
La Puente High School
Jennifer Ann Hall's NYLIFE Securities LLC Experience February 2013 - Present
Job Retirement Solutions Specialist helping Professionals, Small Business Owners and Retirees plan for the future
Industry Financial Services
Experience
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company June 2011 - February 2013
Financial Services Professional January 2011 - June 2011
Skills
Retirement, Estate Planning, Insurance, Strategic Financial..., Small Business, Financial Services, Term Life Insurance, Buy-sell Agreements, Long Term Care Insurance, Licensed Life Insurance..., Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Workshops and Seminars, Tax Diversify Your..., Deferred Compensation, Executive Bonus
Education
Rosemont College 1999 — 2003
Bachelor of Arts (B.A.)
American University
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company June 2011 - February 2013
Financial Services Professional January 2011 - June 2011
Skills
Retirement, Estate Planning, Insurance, Strategic Financial..., Small Business, Financial Services, Term Life Insurance, Buy-sell Agreements, Long Term Care Insurance, Licensed Life Insurance..., Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Workshops and Seminars, Tax Diversify Your..., Deferred Compensation, Executive Bonus
Education
Rosemont College 1999 — 2003
Bachelor of Arts (B.A.)
American University
Cameron Barrows's NYLIFE Securities LLC Experience July 2012 - July 2013
Job Committed Financial Services Professional focused on your individual goals
Industry Banking
Experience
Key Private Bank August 2015 - Present
KeyBank December 2014 - August 2015
Wells Fargo July 2013 - December 2014
US Army May 2003 - December 2014
NYLIFE Securities LLC July 2012 - July 2013
Apple Retail July 2011 - August 2012
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Wealth Preservation..., Multi Tasking, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Military Operations, Cpr Certified, Emergency Management, Financial Services, Operational Planning, HIPAA, Fixed Annuities, Finance, Public Speaking, Whole Life, Military Experience, Long Term Care Insurance, Retirement Planning, Employee Benefits, Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Retirement, Leadership, Government, Budgets, Analysis, Outlook, Policy, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Healthcare
Education
Alaska Pacific University 2014 — 2016
Master of Business Administration (MBA), Finance, General
College for Financial Planning 2014 — 2016
Certified Financial Planner
University of Alaska Anchorage 2008 — 2012
Bachelors of Arts, Political Science
Key Private Bank August 2015 - Present
KeyBank December 2014 - August 2015
Wells Fargo July 2013 - December 2014
US Army May 2003 - December 2014
NYLIFE Securities LLC July 2012 - July 2013
Apple Retail July 2011 - August 2012
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Wealth Preservation..., Multi Tasking, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Military Operations, Cpr Certified, Emergency Management, Financial Services, Operational Planning, HIPAA, Fixed Annuities, Finance, Public Speaking, Whole Life, Military Experience, Long Term Care Insurance, Retirement Planning, Employee Benefits, Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Retirement, Leadership, Government, Budgets, Analysis, Outlook, Policy, Social Media, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Healthcare
Education
Alaska Pacific University 2014 — 2016
Master of Business Administration (MBA), Finance, General
College for Financial Planning 2014 — 2016
Certified Financial Planner
University of Alaska Anchorage 2008 — 2012
Bachelors of Arts, Political Science
Aaron Samuel Aaron Samuel's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company December 2014 - Present
Be About It. Clothing August 2012 - April 2014
T-Mobile November 2009 - August 2013
Skills
Customer Service, Strategic Planning, Relationship Building, Problem Solving, Team Leadership, Sales, Sales Management, Life Insurance, Direct Sales, Customer Retention, Sales Operations, Customer Satisfaction, Leadership, Customer Experience, Telecommunications, Account Management, Management
Education
Berklee College of Music 2002 — 2004
Hampton University 2001 — 2002
Framingham High School 1997 — 2001
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company December 2014 - Present
Be About It. Clothing August 2012 - April 2014
T-Mobile November 2009 - August 2013
Skills
Customer Service, Strategic Planning, Relationship Building, Problem Solving, Team Leadership, Sales, Sales Management, Life Insurance, Direct Sales, Customer Retention, Sales Operations, Customer Satisfaction, Leadership, Customer Experience, Telecommunications, Account Management, Management
Education
Berklee College of Music 2002 — 2004
Hampton University 2001 — 2002
Framingham High School 1997 — 2001
Jeffrey Serafine Jeffrey Serafine's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2014 - Present
Freelance January 2014 - April 2014
The Appreciation Engine (MusicHype Inc.) April 2013 - December 2013
FanManager, LLC January 2011 - February 2013
Massive Creative Intelligence Agency December 2010 - April 2012
Hollywood Underground August 2010 - May 2011
Attack Management January 2009 - August 2010
Sire Records January 2008 - June 2008
Motown September 2007 - December 2007
Skills
Social Networking, Marketing, Strategic Partnerships, Entrepreneurship, Social Media, Leadership, Public Relations, Networking, 401k Rollovers, Account Management, Asset Protection, Business Insurance..., Customer Insight, Education Funding..., IRA Rollovers, Grandchild Gifting, Legacy Planning, Life Insurance, Lifetime Income..., Retirement Planning, Relationship Management, Seminar Marketing, Thought Leadership, Wealth Preservation..., Workshop Facilitation, Risk Management, Personal Finance, Small Business, Supplements to Employee..., Buy-sell Agreements, Business Networking, Creative Problem Solving, Life Insurance..., Wealth Transfer..., Multi-generational...
Education
Full Sail University 2010 — 2012
Master of Science (M.S.)
Bloomfield College 2005 — 2008
B.A.
Peekskill High School 1996 — 1999
Regents Diploma
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2014 - Present
Freelance January 2014 - April 2014
The Appreciation Engine (MusicHype Inc.) April 2013 - December 2013
FanManager, LLC January 2011 - February 2013
Massive Creative Intelligence Agency December 2010 - April 2012
Hollywood Underground August 2010 - May 2011
Attack Management January 2009 - August 2010
Sire Records January 2008 - June 2008
Motown September 2007 - December 2007
Skills
Social Networking, Marketing, Strategic Partnerships, Entrepreneurship, Social Media, Leadership, Public Relations, Networking, 401k Rollovers, Account Management, Asset Protection, Business Insurance..., Customer Insight, Education Funding..., IRA Rollovers, Grandchild Gifting, Legacy Planning, Life Insurance, Lifetime Income..., Retirement Planning, Relationship Management, Seminar Marketing, Thought Leadership, Wealth Preservation..., Workshop Facilitation, Risk Management, Personal Finance, Small Business, Supplements to Employee..., Buy-sell Agreements, Business Networking, Creative Problem Solving, Life Insurance..., Wealth Transfer..., Multi-generational...
Education
Full Sail University 2010 — 2012
Master of Science (M.S.)
Bloomfield College 2005 — 2008
B.A.
Peekskill High School 1996 — 1999
Regents Diploma
John L. Gibson's NYLIFE Securities LLC Experience February 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NAIFA-California June 2015 - Present
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company June 2013 - Present
Education
California State University-Dominguez Hills 1994 — 1997
Bachelor of Science (BS), International Business Administration
Pacifica High School
NAIFA-California June 2015 - Present
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company June 2013 - Present
Education
California State University-Dominguez Hills 1994 — 1997
Bachelor of Science (BS), International Business Administration
Pacifica High School
Shabsai Shuchatowitz Shabsai Shuchatowitz's NYLIFE Securities LLC Experience January 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Hatzalah Chicago March 2011 - Present
Joan Dachs Bais Yaakov Elementary School December 2010 - September 2011
Skills
Retirement Planning, Insurance, Life Insurance, Estate Planning, Retirement, Term Life Insurance, Small Business, Buy-sell Agreements, Personal Finance, Risk Management, IRA Rollovers, Financial Services, 401(k) Rollovers, Permanent Life Insurance, Multi-Tasking Skills, Networking, Business Succession..., Business Insurance..., Wealth Preservation..., Asset Protection, Sales, Customer Relations, Customer Satisfaction, Investments, Life Insurance..., Licensed in Long Term..., Succession Planning, Supplements to Employee..., Grandchild Gifting, Lifetime Income..., Public Speaking, Customer Service, Leadership, Team Building
Education
Aspen University 2010 — 2012
MBA, Finance
Investment Banking Institute 2010 — 2010
Investment Banking
Beth Medrash Govoha 2006 — 2010
Bachelor, Law
Investools 2007 — 2008
Master, Investing
New York Life Insurance Company January 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Hatzalah Chicago March 2011 - Present
Joan Dachs Bais Yaakov Elementary School December 2010 - September 2011
Skills
Retirement Planning, Insurance, Life Insurance, Estate Planning, Retirement, Term Life Insurance, Small Business, Buy-sell Agreements, Personal Finance, Risk Management, IRA Rollovers, Financial Services, 401(k) Rollovers, Permanent Life Insurance, Multi-Tasking Skills, Networking, Business Succession..., Business Insurance..., Wealth Preservation..., Asset Protection, Sales, Customer Relations, Customer Satisfaction, Investments, Life Insurance..., Licensed in Long Term..., Succession Planning, Supplements to Employee..., Grandchild Gifting, Lifetime Income..., Public Speaking, Customer Service, Leadership, Team Building
Education
Aspen University 2010 — 2012
MBA, Finance
Investment Banking Institute 2010 — 2010
Investment Banking
Beth Medrash Govoha 2006 — 2010
Bachelor, Law
Investools 2007 — 2008
Master, Investing
Russell Auyeung, Partner, New York Life Insurance Company's NYLIFE Securities LLC Experience December 2002 - January 2014
Job Hiring and Developing Entrepreneurial People Who are interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC December 2002 - January 2014
New York Life Insurance Company June 2005 - June 2011
Morgan Stanley 2001 - 2002
Skills
Investments, Insurance, Fixed Annuities, Mutual Funds, Financial Services, Retirement Planning, Customer Service, IRAs, Disability Insurance, Securities, Long Term Care Insurance, Planning, Business Planning, Small Business, Long-term Care, Protection, 401k, Annuities, IRA's, Employee Benefits, Long Term Care, Financial Analysis, Estate Planning, Investment Advisory, Customer Relations, Budgeting, Health Insurance, Excel, PowerPoint, Outlook, Succession Planning, Series 7, Word, Series 6, Business Strategy, Long-Term Care Insurance, Risk Management
Education
California State University-Fresno 1997 — 2002
Bachelors of Science in Business Administration, emphasis in Marketing, Business
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC December 2002 - January 2014
New York Life Insurance Company June 2005 - June 2011
Morgan Stanley 2001 - 2002
Skills
Investments, Insurance, Fixed Annuities, Mutual Funds, Financial Services, Retirement Planning, Customer Service, IRAs, Disability Insurance, Securities, Long Term Care Insurance, Planning, Business Planning, Small Business, Long-term Care, Protection, 401k, Annuities, IRA's, Employee Benefits, Long Term Care, Financial Analysis, Estate Planning, Investment Advisory, Customer Relations, Budgeting, Health Insurance, Excel, PowerPoint, Outlook, Succession Planning, Series 7, Word, Series 6, Business Strategy, Long-Term Care Insurance, Risk Management
Education
California State University-Fresno 1997 — 2002
Bachelors of Science in Business Administration, emphasis in Marketing, Business
James V Slevin James V Slevin's NYLIFE Securities LLC Experience June 1986 - Present
Job Agent at New York Life Insurance Company helping protect families and businesses for over 30 years
Industry Financial Services
Experience
NYLIFE Securities LLC June 1986 - Present
New York Life Insurance Company May 1986 - Present
Skills
Licensed Life Insurance..., CLU, Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Wealth Preservation..., Multi-generational..., Protection..., Retirement, Small Business, Succession Planning
Education
The American College
CLU, ChFC
Belmont Abbey College 1976 — 1980
Business Administration and Management, General
De Paul High School 1972 — 1976
NYLIFE Securities LLC June 1986 - Present
New York Life Insurance Company May 1986 - Present
Skills
Licensed Life Insurance..., CLU, Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Wealth Preservation..., Multi-generational..., Protection..., Retirement, Small Business, Succession Planning
Education
The American College
CLU, ChFC
Belmont Abbey College 1976 — 1980
Business Administration and Management, General
De Paul High School 1972 — 1976
Gary J Miller Gary J Miller's NYLIFE Securities LLC Experience June 1989 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Cypress Strategies (AZ) June 1989 - Present
New York Life Insurance Company June 1989 - Present
NYLIFE Securities LLC June 1989 - Present
Skills
Life Insurance, Retirement, Retirement Planning, IRAs, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance, Financial Planners, Long-term Care, Wealth Management, Disability Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Strategic Financial..., 401k
Education
Arizona State University, W. P. Carey School of Business 1980 — 1984
St. Mary's HS
Cypress Strategies (AZ) June 1989 - Present
New York Life Insurance Company June 1989 - Present
NYLIFE Securities LLC June 1989 - Present
Skills
Life Insurance, Retirement, Retirement Planning, IRAs, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance, Financial Planners, Long-term Care, Wealth Management, Disability Insurance, Estate Planning, Term Life Insurance, Mutual Funds, Strategic Financial..., 401k
Education
Arizona State University, W. P. Carey School of Business 1980 — 1984
St. Mary's HS
Jason DePetris Jason DePetris's NYLIFE Securities LLC Experience February 2010 - Present
Job Financial Services Professional with NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC February 2010 - Present
Paramount USD September 2002 - June 2010
Siemens June 2007 - January 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Term Life Insurance, whole life insurance, financial and..., Sales, Coaching, Leadership, Management, Small Business, Insurance, Strategic Planning, Risk Management, Marketing Strategy, Training, Marketing, Team Building, Public Speaking, Manage Client...
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Psychology
National University
Master's degree, Special Education and Teaching
NYLIFE Securities, LLC February 2010 - Present
Paramount USD September 2002 - June 2010
Siemens June 2007 - January 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Term Life Insurance, whole life insurance, financial and..., Sales, Coaching, Leadership, Management, Small Business, Insurance, Strategic Planning, Risk Management, Marketing Strategy, Training, Marketing, Team Building, Public Speaking, Manage Client...
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Psychology
National University
Master's degree, Special Education and Teaching
Kyle Renick Kyle Renick's NYLIFE Securities LLC Experience May 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company June 2013 - Present
Bank of America November 2010 - June 2013
Defiance College August 2008 - July 2009
University of South Florida May 2008 - August 2008
Bowling Green State University September 2004 - May 2008
Skills
Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Protection..., Time Management, Wealth Preservation..., Customer Service, Life Insurance, Finance, Retirement
Education
Bowling Green State University 2004 — 2008
Bachelor of Science (BS), Sports Administration
Miami Trace High School 2000 — 2004
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company June 2013 - Present
Bank of America November 2010 - June 2013
Defiance College August 2008 - July 2009
University of South Florida May 2008 - August 2008
Bowling Green State University September 2004 - May 2008
Skills
Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Protection..., Time Management, Wealth Preservation..., Customer Service, Life Insurance, Finance, Retirement
Education
Bowling Green State University 2004 — 2008
Bachelor of Science (BS), Sports Administration
Miami Trace High School 2000 — 2004
Stephen Delgado Stephen Delgado's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company July 2013 - Present
ThyssenKrupp Elevator Americas September 2009 - February 2013
Schindler Elevator Corporation (U.S.) January 2003 - September 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Insurance, Key Person Protection, Licensed Life Insurance..., Retirement Planning, Small Business, Protection...
Education
California State University-Chico 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company July 2013 - Present
ThyssenKrupp Elevator Americas September 2009 - February 2013
Schindler Elevator Corporation (U.S.) January 2003 - September 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Insurance, Key Person Protection, Licensed Life Insurance..., Retirement Planning, Small Business, Protection...
Education
California State University-Chico 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
James Darigan James Darigan's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Services Professional helping clients with custom solutions to retirement planning and insurance protection.
Industry Insurance
Experience
NYLIFE Securities, LLC August 2014 - Present
New York Life Insurance Company March 2013 - Present
Toys R Us October 2012 - April 2013
US Jesco International, Ltd., Inc. May 2012 - March 2013
New England Development August 2010 - December 2011
Skills
Insurance, Retirement Planning, Retirement, Public Speaking, Estate Planning, Account Management, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Financial Services, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Legacies, Legacy Planning, Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Writing
Education
Bridgewater State College 2008 — 2008
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
NYLIFE Securities, LLC August 2014 - Present
New York Life Insurance Company March 2013 - Present
Toys R Us October 2012 - April 2013
US Jesco International, Ltd., Inc. May 2012 - March 2013
New England Development August 2010 - December 2011
Skills
Insurance, Retirement Planning, Retirement, Public Speaking, Estate Planning, Account Management, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Financial Services, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Legacies, Legacy Planning, Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Risk Management, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Writing
Education
Bridgewater State College 2008 — 2008
Providence College 2003 — 2007
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Todd L Middleton, ChFC®, CFP® Todd L Middleton, ChFC®, CFP®'s NYLIFE Securities LLC Experience April 2001 - Present
Job ..........Financial Adviser at Eagle Strategies LLC.......... Financial Planning | Retirement Planning | Insurance
Industry Financial Services
Experience
Eagle Strategies LLC January 2003 - Present
New York Life Insurance Company April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
Sunrise Community Church April 1996 - April 1998
Skills
Insurance, Retirement Planning, Estate Planning, Retirement, Life Insurance, Investments, 401k Rollovers, Licensed in Long-Term..., Series 7, Wealth Preservation..., Small Business, Key Person Protection, Succession Planning, Supplements to Employee...
Education
The American College 2005 — 2009
ChFC, Finance
Moody Bible Institute 1984 — 1985
Advanced Studies Certificate, Bible/Biblical Studies
Calvin College
Bachelor of Science (B.S.)
Eagle Strategies LLC January 2003 - Present
New York Life Insurance Company April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
Sunrise Community Church April 1996 - April 1998
Skills
Insurance, Retirement Planning, Estate Planning, Retirement, Life Insurance, Investments, 401k Rollovers, Licensed in Long-Term..., Series 7, Wealth Preservation..., Small Business, Key Person Protection, Succession Planning, Supplements to Employee...
Education
The American College 2005 — 2009
ChFC, Finance
Moody Bible Institute 1984 — 1985
Advanced Studies Certificate, Bible/Biblical Studies
Calvin College
Bachelor of Science (B.S.)
Julia High's NYLIFE Securities LLC Experience April 2013 - Present
Job Dedicated Financial Services Professional helping women, business owners, and families at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC April 2013 - Present
Nationwide Insurance January 2006 - October 2012
Insurance Intermediaries, Inc., A Nationwide company January 2003 - January 2006
Nationwide Financial September 2000 - December 2002
Nationwide Insurance July 1998 - August 2000
IBM Global Services 1996 - 1998
Price Waterhouse Management Consultants January 1990 - September 1993
Skills
Small Business, Strategic Planning, Investments, Retirement Planning, 401k Rollovers, Annuity Sales, Business Development, Asset Protection, Key Person Protection, Thought Leadership, Gifting Strategies, Multi-generational..., Multi-generational..., Protection..., Succession Planning, Translation, Marketing
Education
Boston University 1983 — 1987
Bachelor of Arts (B.A.), Franch Language and Literature
The Harpeth Hall School
NYLIFE Securities, LLC April 2013 - Present
Nationwide Insurance January 2006 - October 2012
Insurance Intermediaries, Inc., A Nationwide company January 2003 - January 2006
Nationwide Financial September 2000 - December 2002
Nationwide Insurance July 1998 - August 2000
IBM Global Services 1996 - 1998
Price Waterhouse Management Consultants January 1990 - September 1993
Skills
Small Business, Strategic Planning, Investments, Retirement Planning, 401k Rollovers, Annuity Sales, Business Development, Asset Protection, Key Person Protection, Thought Leadership, Gifting Strategies, Multi-generational..., Multi-generational..., Protection..., Succession Planning, Translation, Marketing
Education
Boston University 1983 — 1987
Bachelor of Arts (B.A.), Franch Language and Literature
The Harpeth Hall School
Randy Zgabay MBA, CLTC, LUTCF Randy Zgabay MBA, CLTC, LUTCF's NYLIFE Securities LLC Experience January 2009 - Present
Job Financial Services Professional for NYLIFE Securities LLC
Industry Financial Services
Experience
Z Financial Insurance & Investments LLC November 2008 - Present
NYLIFE Securities LLC January 2009 - Present
New York Life Insurance Company November 2008 - Present
Skills
Investments, Wealth Preservation..., 401(k) Rollovers, Annuity Sales, Estate Planning, Protection..., Licensed Life Insurance, Key Person Protection, Insurance, Gifting Strategies, Legacies, Agent, LUTCF, Multi-Generational..., Multi-generational..., Licensed in Long-term..., Securities, Financial Services, Mutual Funds, Lifetime Income..., Life Insurance..., Supplements to Employee..., Business Planning, Retirement Planning
Education
Baylor University 1983 — 1988
Bachelor of Arts (B.A.), Chemistry
Southwest Texas State University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Fredericksburg High School 1979 — 1983
Z Financial Insurance & Investments LLC November 2008 - Present
NYLIFE Securities LLC January 2009 - Present
New York Life Insurance Company November 2008 - Present
Skills
Investments, Wealth Preservation..., 401(k) Rollovers, Annuity Sales, Estate Planning, Protection..., Licensed Life Insurance, Key Person Protection, Insurance, Gifting Strategies, Legacies, Agent, LUTCF, Multi-Generational..., Multi-generational..., Licensed in Long-term..., Securities, Financial Services, Mutual Funds, Lifetime Income..., Life Insurance..., Supplements to Employee..., Business Planning, Retirement Planning
Education
Baylor University 1983 — 1988
Bachelor of Arts (B.A.), Chemistry
Southwest Texas State University 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Fredericksburg High School 1979 — 1983
Kari Bracy Kari Bracy's NYLIFE Securities LLC Experience March 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Agentia Partners LLC 2012 - Present
New York Life Insurance Company March 2009 - Present
NYLIFE Securities LLC March 2009 - Present
Skills
401(k) Rollovers, Life Insurance, Fixed Annuities, LUTCF, Wealth Preservation..., Key Person Protection, Business Continuity..., Annuity Sales, Legacies, Finance, Long-term Care, Whole Life, College Savings Plans, Insurance, Business Development, Strategic Planning, Disability Insurance, Leadership, Sales, Customer Service, Small Business, Team Building
Education
Bloomsburg University of Pennsylvania 1994 — 1998
B.S., Business
Agentia Partners LLC 2012 - Present
New York Life Insurance Company March 2009 - Present
NYLIFE Securities LLC March 2009 - Present
Skills
401(k) Rollovers, Life Insurance, Fixed Annuities, LUTCF, Wealth Preservation..., Key Person Protection, Business Continuity..., Annuity Sales, Legacies, Finance, Long-term Care, Whole Life, College Savings Plans, Insurance, Business Development, Strategic Planning, Disability Insurance, Leadership, Sales, Customer Service, Small Business, Team Building
Education
Bloomsburg University of Pennsylvania 1994 — 1998
B.S., Business
Sarah Phillips, MBA's NYLIFE Securities LLC Experience May 2014 - Present
Job "People do not care how much you know until they know how much you care." John Maxwell
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company November 2013 - Present
Pathways Inc February 2007 - November 2013
Homestead Village February 2005 - November 2006
Staples September 1997 - February 2005
Skills
Employee Relations, Social Media, Integrity, Consulting, Personal Development, Human Resources, Management, Customer-focused Service, Relationship Management, Interviews, Training, Personnel Management, Customer Service, Sales, Payroll, Time Management, New Hire Orientations, Hiring, Policy, High Level Of..., Healthcare Management, Mental Health, Critical Thinking, Problem Solving, Collaboration, Communication Skills, Teamwork, Interpersonal Leadership, Analysis, Project Management, Conflict Resolution, Organizational..., Business Development, Life Insurance..., Customer Satisfaction, Legacy Planning, Communication, Investments, Risk Management, Asset Protection
Education
Boise State University 2007 — 2009
Master of Business Administration (M.B.A.)
University of Idaho 1999 — 2003
B.S. Human Resources Management
University of Idaho 1999 — 2003
B.S. Production & Operations Management
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company November 2013 - Present
Pathways Inc February 2007 - November 2013
Homestead Village February 2005 - November 2006
Staples September 1997 - February 2005
Skills
Employee Relations, Social Media, Integrity, Consulting, Personal Development, Human Resources, Management, Customer-focused Service, Relationship Management, Interviews, Training, Personnel Management, Customer Service, Sales, Payroll, Time Management, New Hire Orientations, Hiring, Policy, High Level Of..., Healthcare Management, Mental Health, Critical Thinking, Problem Solving, Collaboration, Communication Skills, Teamwork, Interpersonal Leadership, Analysis, Project Management, Conflict Resolution, Organizational..., Business Development, Life Insurance..., Customer Satisfaction, Legacy Planning, Communication, Investments, Risk Management, Asset Protection
Education
Boise State University 2007 — 2009
Master of Business Administration (M.B.A.)
University of Idaho 1999 — 2003
B.S. Human Resources Management
University of Idaho 1999 — 2003
B.S. Production & Operations Management
Tairen Truong's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Services Professional helping individuals, families, and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company November 2014 - Present
Rosemead Chamber 2015 - 2015
Rosemead Chamber 2015 - 2015
US Army July 2013 - November 2014
US Army June 2011 - July 2013
US Army November 2006 - July 2007
US Army October 2004 - October 2006
Skills
Business Relationship..., Life Insurance, Networking, Retirement Planning, Retirement, Personal Finance, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Leadership, Protection Planning, Annuity Sales, Charitable Giving, Lifetime Income..., Education Funding..., Financial Services, Variable Annuities, 401k Rollovers, Investments, Microsoft Excel, Management, Government, PowerPoint, Microsoft Office, Research, Analysis, Team Building, Training, Team Leadership, Customer Service
Education
California State University-Northridge 2007 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
University of California, Los Angeles 2007 — 2010
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company November 2014 - Present
Rosemead Chamber 2015 - 2015
Rosemead Chamber 2015 - 2015
US Army July 2013 - November 2014
US Army June 2011 - July 2013
US Army November 2006 - July 2007
US Army October 2004 - October 2006
Skills
Business Relationship..., Life Insurance, Networking, Retirement Planning, Retirement, Personal Finance, Permanent Life Insurance, Term Life Insurance, Wealth Preservation..., Leadership, Protection Planning, Annuity Sales, Charitable Giving, Lifetime Income..., Education Funding..., Financial Services, Variable Annuities, 401k Rollovers, Investments, Microsoft Excel, Management, Government, PowerPoint, Microsoft Office, Research, Analysis, Team Building, Training, Team Leadership, Customer Service
Education
California State University-Northridge 2007 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
University of California, Los Angeles 2007 — 2010
Nicolas G. Perez's NYLIFE Securities LLC Experience June 2011 - Present
Job Dedicated Financial Services Professional, NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
NYLIFE Securities LLC June 2011 - Present
Blu Dragon Financial Holdings, LLC March 2007 - June 2011
Skills
401k Rollovers, Annuity Sales, Wealth Preservation..., Estate Planning, Insurance, Retirement Planning, Qualified Retirement..., Group Benefit Plans, Fixed Income Strategies, Tax Free Income, Variable Annuities, Variable Life, Mutual Funds, Fundraising, Nonprofits, Retirement, Financial Services, Health Insurance, Securities, Investments, Wealth Management, Real Estate, Key Person Protection, Universal Life, Long Term Care Insurance, Long-term Care, Asset Management, Accounting, FINRA, Disability Insurance, IRAs, Strategic Financial..., Term Life Insurance, Fixed Annuities, Life Insurance, Whole Life, Portfolio Management, Financial Planning
Education
California State Polytechnic University-Pomona 1999 — 2003
Architecture
New York Life Insurance Company June 2011 - Present
NYLIFE Securities LLC June 2011 - Present
Blu Dragon Financial Holdings, LLC March 2007 - June 2011
Skills
401k Rollovers, Annuity Sales, Wealth Preservation..., Estate Planning, Insurance, Retirement Planning, Qualified Retirement..., Group Benefit Plans, Fixed Income Strategies, Tax Free Income, Variable Annuities, Variable Life, Mutual Funds, Fundraising, Nonprofits, Retirement, Financial Services, Health Insurance, Securities, Investments, Wealth Management, Real Estate, Key Person Protection, Universal Life, Long Term Care Insurance, Long-term Care, Asset Management, Accounting, FINRA, Disability Insurance, IRAs, Strategic Financial..., Term Life Insurance, Fixed Annuities, Life Insurance, Whole Life, Portfolio Management, Financial Planning
Education
California State Polytechnic University-Pomona 1999 — 2003
Architecture
Bryan Buzzard Bryan Buzzard's NYLIFE Securities LLC Experience April 1983 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cypress Strategies (AZ) April 1983 - Present
New York Life Insurance Company April 1983 - Present
Eagle Strategies, LLC April 1983 - Present
NYLIFE Securities LLC April 1983 - Present
Skills
Philanthropy, Irrevocable Life..., Licensed in Long-Term..., Small Business, Key Person Protection, Multi-generational..., Gifting Strategies
Education
Arizona State University 1978 — 1982
Business Administration and Management, General
Cypress Strategies (AZ) April 1983 - Present
New York Life Insurance Company April 1983 - Present
Eagle Strategies, LLC April 1983 - Present
NYLIFE Securities LLC April 1983 - Present
Skills
Philanthropy, Irrevocable Life..., Licensed in Long-Term..., Small Business, Key Person Protection, Multi-generational..., Gifting Strategies
Education
Arizona State University 1978 — 1982
Business Administration and Management, General
Keith Adams's NYLIFE Securities LLC Experience July 2015 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Insurance
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company April 2015 - Present
Zodiac Aerospace July 2014 - April 2015
General Dynamics C4 Systems 2005 - 2013
General Dynamics 2001 - 2005
Motorola 1996 - 2001
Motorola 1993 - 1995
Motorola 1987 - 1992
Motorola 1979 - 1986
Skills
Management, Risk Management, Customer Service, Strategic Planning, Annuity Sales, Fixed Annuities, Licensed in Long Term..., Licensed Life and..., Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income..., Retirement Planning, Building Relationships, Problem Solving, Investments, Variable Annuities, Financial Services
Education
Arizona State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University
Bachelor of Science (BS), Electrical and Electronics Engineering
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company April 2015 - Present
Zodiac Aerospace July 2014 - April 2015
General Dynamics C4 Systems 2005 - 2013
General Dynamics 2001 - 2005
Motorola 1996 - 2001
Motorola 1993 - 1995
Motorola 1987 - 1992
Motorola 1979 - 1986
Skills
Management, Risk Management, Customer Service, Strategic Planning, Annuity Sales, Fixed Annuities, Licensed in Long Term..., Licensed Life and..., Life Insurance..., Lifetime Income..., Long Term Care Insurance, Retirement Income..., Retirement Planning, Building Relationships, Problem Solving, Investments, Variable Annuities, Financial Services
Education
Arizona State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Diego State University-California State University
Bachelor of Science (BS), Electrical and Electronics Engineering
Larry D. Harper's NYLIFE Securities LLC Experience January 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry International Affairs
Experience
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company October 2011 - Present
Harper Consulting October 2009 - October 2011
Amway 1981 - 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Public Speaking, Customer Service, Social Media Marketing, Management, Financial Services, Sales, Leadership, Team Building, New Business Development, Finance, Team Leadership, Retirement
Education
Aquinas College 1978 — 1980
Master's degree, Business Management
Grand Valley State University 1970 — 1974
Bachelor's degree, Public Administration / Political Science
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company October 2011 - Present
Harper Consulting October 2009 - October 2011
Amway 1981 - 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Public Speaking, Customer Service, Social Media Marketing, Management, Financial Services, Sales, Leadership, Team Building, New Business Development, Finance, Team Leadership, Retirement
Education
Aquinas College 1978 — 1980
Master's degree, Business Management
Grand Valley State University 1970 — 1974
Bachelor's degree, Public Administration / Political Science
Lori VandenBerg, LUTCF, CLTC, CLU, ChFC's NYLIFE Securities LLC Experience July 2004 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2004 - Present
Woodbury Financial Services May 1999 - July 2004
Skills
Retirement Planning, Estate Planning, IRAs, Financial Services, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Investments, Life Insurance..., Educational Funding..., IRA Rollovers, CLU- Chartered Life..., LUTCF, Securities, Term Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Sales
Education
Azusa Pacific University 1995 — 1999
Bachelor of Science (BS), Accounting
Valley Christian High School 1990 — 1995
NYLIFE Securities LLC July 2004 - Present
Woodbury Financial Services May 1999 - July 2004
Skills
Retirement Planning, Estate Planning, IRAs, Financial Services, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Investments, Life Insurance..., Educational Funding..., IRA Rollovers, CLU- Chartered Life..., LUTCF, Securities, Term Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Sales
Education
Azusa Pacific University 1995 — 1999
Bachelor of Science (BS), Accounting
Valley Christian High School 1990 — 1995
Travis Hunt Travis Hunt's NYLIFE Securities LLC Experience December 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
PGN Financial Services, LLC December 2013 - October 2014
PwC March 2012 - August 2013
State Street Bank December 2006 - December 2010
Skills
Strategy, Investments, Strategic Planning, Leadership, Mutual Funds, Retirement Planning, Entrepreneurship, Marketing, Sales, 401k Rollovers, Asset Protection, Financial Services, Income Protection, Multi-generational..., Personal Finance, Relationship Building
Education
Baker University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Graceland University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
PGN Financial Services, LLC December 2013 - October 2014
PwC March 2012 - August 2013
State Street Bank December 2006 - December 2010
Skills
Strategy, Investments, Strategic Planning, Leadership, Mutual Funds, Retirement Planning, Entrepreneurship, Marketing, Sales, 401k Rollovers, Asset Protection, Financial Services, Income Protection, Multi-generational..., Personal Finance, Relationship Building
Education
Baker University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Graceland University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
Terry G. Frost CLU, LUTCF Terry G. Frost CLU, LUTCF's NYLIFE Securities LLC Experience June 2012 - Present
Job I am an Agent licenced to sell insurance through New York Life Insurance Company.
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
Payson Utah May 1981 - January 2012
Povo, Utah January 1999 - January 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Brigham Young University 1975 — 1977
Master of Education, Counseling and Guidance
Brigham Young University 1964 — 1970
BS, Political Science
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
Payson Utah May 1981 - January 2012
Povo, Utah January 1999 - January 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Brigham Young University 1975 — 1977
Master of Education, Counseling and Guidance
Brigham Young University 1964 — 1970
BS, Political Science
GABRIELA NUNNERY's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
La Casa de Susy Adult Day Care, L.L.C. September 2009 - December 2014
Bulk Molding Compounds Inc. October 1999 - July 2009
Thieme Corporation 1998 - 1999
Skills
Small Business, Life Insurance, Management, Strategic Planning, Team Building, Customer Service, Training, Manufacturing, Plastics, Events Coordination, Project Management, Social Media, Analysis, Product Development, Sales, Public Relations, Leadership, Continuous Improvement, Marketing, Public Speaking, New Business Development
Education
University of Texas Pan American 2011 — 2014
Master of Business Administration (M.B.A.)
Universidad Valle del Bravo 1994 — 1997
Licenciada, Administracion de Empresas
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
La Casa de Susy Adult Day Care, L.L.C. September 2009 - December 2014
Bulk Molding Compounds Inc. October 1999 - July 2009
Thieme Corporation 1998 - 1999
Skills
Small Business, Life Insurance, Management, Strategic Planning, Team Building, Customer Service, Training, Manufacturing, Plastics, Events Coordination, Project Management, Social Media, Analysis, Product Development, Sales, Public Relations, Leadership, Continuous Improvement, Marketing, Public Speaking, New Business Development
Education
University of Texas Pan American 2011 — 2014
Master of Business Administration (M.B.A.)
Universidad Valle del Bravo 1994 — 1997
Licenciada, Administracion de Empresas
Shawn Lu Shawn Lu's NYLIFE Securities LLC Experience February 2014 - February 2015
Job Data Analyst
Industry Financial Services
Experience
Express Employment Professionals April 2015 - Present
NYLIFE Securities LLC February 2014 - February 2015
New York Life December 2013 - February 2015
University of Mississippi Medical Center May 2012 - August 2013
University of Mississippi January 2013 - June 2013
Hollister Co. September 2007 - December 2009
Skills
401(k) Rollovers, Annuity Sales, Life Insurance, Permanent Life Insurance, Personal Finance, Retirement Planning, Wealth Preservation..., Business Networking, Education Funding..., Investments, Protection..., Networking, Microsoft Office, Public Speaking
Education
University of Mississippi 2009 — 2013
Bachelor of Science (BS), Biology/Biological Sciences, General
Umeå University 2012 — 2012
International Economics History
Beijing Language and Culture University 2010 — 2010
Mandarin L1
Express Employment Professionals April 2015 - Present
NYLIFE Securities LLC February 2014 - February 2015
New York Life December 2013 - February 2015
University of Mississippi Medical Center May 2012 - August 2013
University of Mississippi January 2013 - June 2013
Hollister Co. September 2007 - December 2009
Skills
401(k) Rollovers, Annuity Sales, Life Insurance, Permanent Life Insurance, Personal Finance, Retirement Planning, Wealth Preservation..., Business Networking, Education Funding..., Investments, Protection..., Networking, Microsoft Office, Public Speaking
Education
University of Mississippi 2009 — 2013
Bachelor of Science (BS), Biology/Biological Sciences, General
Umeå University 2012 — 2012
International Economics History
Beijing Language and Culture University 2010 — 2010
Mandarin L1
Sara Boccoleri's NYLIFE Securities LLC Experience May 2013 - June 2015
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - June 2015
Rocklin Police Department September 2010 - May 2013
Rocklin Police Department April 2004 - September 2010
Concord Police Department June 1999 - July 2003
Skills
Insurance, Retirement, Asset Protection, Estate Planning, Annuity Sales, Retirement planning, Wealth Preservation..., 401(k) Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Agent Coaching, Agent Development, Agent Retention, Career Development, Financial Recruiting, Hiring, Leading People, Networking
Education
Cal State Hayward 1997 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
CSU Chico 1995 — 1997
New York Life Insurance Company July 2015 - Present
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - June 2015
Rocklin Police Department September 2010 - May 2013
Rocklin Police Department April 2004 - September 2010
Concord Police Department June 1999 - July 2003
Skills
Insurance, Retirement, Asset Protection, Estate Planning, Annuity Sales, Retirement planning, Wealth Preservation..., 401(k) Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Agent Coaching, Agent Development, Agent Retention, Career Development, Financial Recruiting, Hiring, Leading People, Networking
Education
Cal State Hayward 1997 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature
CSU Chico 1995 — 1997
Zackery Benton Zackery Benton's NYLIFE Securities LLC Experience 2013 - January 2015
Job Military
Industry Military
Experience
United States Air Force June 2012 - Present
United States Air Force March 2009 - Present
NYLIFE Securities LLC 2013 - January 2015
United States Air Force June 2012 - August 2012
United States Air Force February 2011 - June 2012
Wicked Fire Kissed Pizza May 2009 - June 2010
Mark T. Mahoney Inc. May 2008 - November 2009
Skills
Licensed Life Insurance..., Key Person Protection, 401k Rollovers, Annuity Sales, Insurance, Estate Planning, Gifting Strategies, Legacies, Multi-generational..., Protection..., Multi-generational..., Air Force, Security Clearance, DoD, Military, Top Secret, Military Operations, National Security, Defense, COMSEC, Information Assurance, Military Experience, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Intelligence, Intelligence Analysis, Microsoft Office, Operational Planning, Organizational...
Education
Bridgewater State College 2010 — 2012
Bachelor of Arts (BA)
Community College of the Air Force 2009 — 2012
Associate's degree, Air and Space Operations Technology
United States Air Force June 2012 - Present
United States Air Force March 2009 - Present
NYLIFE Securities LLC 2013 - January 2015
United States Air Force June 2012 - August 2012
United States Air Force February 2011 - June 2012
Wicked Fire Kissed Pizza May 2009 - June 2010
Mark T. Mahoney Inc. May 2008 - November 2009
Skills
Licensed Life Insurance..., Key Person Protection, 401k Rollovers, Annuity Sales, Insurance, Estate Planning, Gifting Strategies, Legacies, Multi-generational..., Protection..., Multi-generational..., Air Force, Security Clearance, DoD, Military, Top Secret, Military Operations, National Security, Defense, COMSEC, Information Assurance, Military Experience, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Intelligence, Intelligence Analysis, Microsoft Office, Operational Planning, Organizational...
Education
Bridgewater State College 2010 — 2012
Bachelor of Arts (BA)
Community College of the Air Force 2009 — 2012
Associate's degree, Air and Space Operations Technology
Patrick Charusila's NYLIFE Securities LLC Experience September 2011 - November 2013
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2011 - November 2013
Farmers and Merchants Bank August 2007 - December 2010
Skills
Strategic Financial..., Investment Positions, Retirement Planning, Estate Planning, Tax Strategies, Risk Management
Education
California State University-Fullerton 2009 — 2011
Bachelor's Degree, Financial Planning Advisory, 3.50 GPA
Cypress College 2007 — 2009
Associate's Degree, Business Administration, 3.87 GPA
NYLIFE Securities LLC September 2011 - November 2013
Farmers and Merchants Bank August 2007 - December 2010
Skills
Strategic Financial..., Investment Positions, Retirement Planning, Estate Planning, Tax Strategies, Risk Management
Education
California State University-Fullerton 2009 — 2011
Bachelor's Degree, Financial Planning Advisory, 3.50 GPA
Cypress College 2007 — 2009
Associate's Degree, Business Administration, 3.87 GPA
Jesus Pineda's NYLIFE Securities LLC Experience September 2009 - Present
Job Dedicated Financial Services Professional helping families protect, accumulate and distribute assets tax efficiently.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company September 2009 - Present
Skills
Estate Planning, Protection..., Retirement Planning, Asset Protection, Licensed Life Insurance..., 401k Rollovers, Insurance, Investments, Small Business, Succession Planning, Annuity Sales, Wealth Preservation..., Multi-generational..., Multi-generational..., Gifting Strategies, Key Person Protection, Time Management, Financial Services, Life Insurance, Securities, Finance
Education
Arizona State University
Psychology
Peoria High School 1999 — 2003
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company September 2009 - Present
Skills
Estate Planning, Protection..., Retirement Planning, Asset Protection, Licensed Life Insurance..., 401k Rollovers, Insurance, Investments, Small Business, Succession Planning, Annuity Sales, Wealth Preservation..., Multi-generational..., Multi-generational..., Gifting Strategies, Key Person Protection, Time Management, Financial Services, Life Insurance, Securities, Finance
Education
Arizona State University
Psychology
Peoria High School 1999 — 2003
Anthony J. Taylor CLU®, LUTCF's NYLIFE Securities LLC Experience June 2001 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2001 - Present
Eagle Strategies, LLC January 1999 - Present
New York Life Insurance Company May 1998 - Present
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Succession Planning, Wealth Preservation..., Key Person Insurance, Protection..., Protection..., Securities, Wealth Management, Sales, Mutual Funds, Team Building
Education
Brigham Young University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The American College
CLU®, LUTCF, Finance
NYLIFE Securities LLC June 2001 - Present
Eagle Strategies, LLC January 1999 - Present
New York Life Insurance Company May 1998 - Present
Skills
Insurance, Investments, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Succession Planning, Wealth Preservation..., Key Person Insurance, Protection..., Protection..., Securities, Wealth Management, Sales, Mutual Funds, Team Building
Education
Brigham Young University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
The American College
CLU®, LUTCF, Finance
Stacey E. Cooper Stacey E. Cooper's NYLIFE Securities LLC Experience April 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC April 2006 - Present
Shoney's Restaurant July 1991 - September 2004
Skills
Retirement, Insurance, Term Life Insurance, IRAs, Life Insurance, Licensed Life Insurance..., Retirement Planning, Permanent Life Insurance, Investments, Long Term Care Insurance, Asset Protection, Wealth Preservation..., Annuity Sales, 401k Rollovers, Protection..., Estate Planning, Small Business, Succession Planning, LUTCF, Disability Insurance, Wealth Accumulation, Universal Life, Key Person Protection, Whole Life, Customer Service, Long-term Care, Fixed Annuities
Education
Brigham Young University 1987 — 1990
NYLIFE Securities LLC April 2006 - Present
Shoney's Restaurant July 1991 - September 2004
Skills
Retirement, Insurance, Term Life Insurance, IRAs, Life Insurance, Licensed Life Insurance..., Retirement Planning, Permanent Life Insurance, Investments, Long Term Care Insurance, Asset Protection, Wealth Preservation..., Annuity Sales, 401k Rollovers, Protection..., Estate Planning, Small Business, Succession Planning, LUTCF, Disability Insurance, Wealth Accumulation, Universal Life, Key Person Protection, Whole Life, Customer Service, Long-term Care, Fixed Annuities
Education
Brigham Young University 1987 — 1990
Matt Lampe Matt Lampe's NYLIFE Securities LLC Experience December 2012 - July 2013
Job Financial Services
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - July 2013
New York Life Insurance Company December 2011 - July 2013
Education
California State University-Fresno 2009 — 2011
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 2006 — 2008
Pyschology
NYLIFE Securities LLC December 2012 - July 2013
New York Life Insurance Company December 2011 - July 2013
Education
California State University-Fresno 2009 — 2011
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 2006 — 2008
Pyschology
Hanna Yilma-Kassaye, Financial Services's NYLIFE Securities LLC Experience September 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company 2009 - Present
Morgan Stanley 2004 - 2008
Credit Suisse 2001 - 2003
Skills
Financial Services, Investments, Insurance, Retirement Planning, Securities, Business Analysis, Variable Annuities, Estate Planning, Analysis, Leadership, Social Media, Disability Insurance, 401k Rollovers, Wealth Preservation..., Small Business, Asset Protection, Succession Planning, Business Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
New York University 2001 — 2002
Investment Banking & Finance - Continuing Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NYLIFE Securities LLC September 2009 - Present
New York Life Insurance Company 2009 - Present
Morgan Stanley 2004 - 2008
Credit Suisse 2001 - 2003
Skills
Financial Services, Investments, Insurance, Retirement Planning, Securities, Business Analysis, Variable Annuities, Estate Planning, Analysis, Leadership, Social Media, Disability Insurance, 401k Rollovers, Wealth Preservation..., Small Business, Asset Protection, Succession Planning, Business Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
New York University 2001 — 2002
Investment Banking & Finance - Continuing Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Darren Gunnell Darren Gunnell's NYLIFE Securities LLC Experience November 2010 - Present
Job Dedicated Financial Services Professional helping families and small business owners in the Inland Empire
Industry Financial Services
Experience
New York Life Insurance Company April 2010 - Present
NYLIFE Securities LLC. November 2010 - Present
UPS 2008 - 2010
Skills
Insurance, Retirement, 401k Rollovers, Estate Planning, Annuity Sales, Protection..., Licensed Life Insurance..., Securities, Financial Services, Finance, Term Life Insurance, Retirement Planning, Long-term Care, Life Insurance, Fixed Annuities, Customer Service, Leadership
Education
California State University-San Bernardino 2007 — 2009
Bachelor of Science (B.S.), Accounting
Riverside Community College 2005 — 2007
New York Life Insurance Company April 2010 - Present
NYLIFE Securities LLC. November 2010 - Present
UPS 2008 - 2010
Skills
Insurance, Retirement, 401k Rollovers, Estate Planning, Annuity Sales, Protection..., Licensed Life Insurance..., Securities, Financial Services, Finance, Term Life Insurance, Retirement Planning, Long-term Care, Life Insurance, Fixed Annuities, Customer Service, Leadership
Education
California State University-San Bernardino 2007 — 2009
Bachelor of Science (B.S.), Accounting
Riverside Community College 2005 — 2007
Simon Kepecs Simon Kepecs's NYLIFE Securities LLC Experience April 1977 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Kepecs Financial Group January 2001 - Present
Kepecs Financial Group January 2001 - Present
NYLIFE Securities LLC April 1977 - Present
Skills
Retirement, Long-term Care, Retirement Planning, Securities, Fixed Annuities, Disability Insurance, Finance, Financial Services, Long Term Care Insurance, Licensed Life & Health..., 401k Rollovers, Investments, Term Life Insurance, 401k, FINRA, Insurance, IRAs, Financial Planners, Strategic Planning, Life Insurance, Financial Planning
Education
United Talmudical Seminary
Kepecs Financial Group January 2001 - Present
Kepecs Financial Group January 2001 - Present
NYLIFE Securities LLC April 1977 - Present
Skills
Retirement, Long-term Care, Retirement Planning, Securities, Fixed Annuities, Disability Insurance, Finance, Financial Services, Long Term Care Insurance, Licensed Life & Health..., 401k Rollovers, Investments, Term Life Insurance, 401k, FINRA, Insurance, IRAs, Financial Planners, Strategic Planning, Life Insurance, Financial Planning
Education
United Talmudical Seminary
James McCoy FLMI, LUTCF, CLU James McCoy FLMI, LUTCF, CLU's NYLIFE Securities LLC Experience August 2002 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC August 2002 - Present
New York Life Insurance Company April 2002 - Present
Osborne's Jewelerw May 2000 - March 2002
Mutual Savings Life Ins Co February 1973 - May 2000
Skills
Wealth Preservation..., Wealth Transfer..., Retirement Planning, 401k Rollovers, Life Insurance..., Asset Protection, Fixed Annuities, Strategic Planning, College Savings Plans, Business Succession..., Estate Planning, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Disability Insurance, IRAs, Retirement
Education
Auburn University 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Douglas High, Douglas AL
NYLIFE Securities LLC August 2002 - Present
New York Life Insurance Company April 2002 - Present
Osborne's Jewelerw May 2000 - March 2002
Mutual Savings Life Ins Co February 1973 - May 2000
Skills
Wealth Preservation..., Wealth Transfer..., Retirement Planning, 401k Rollovers, Life Insurance..., Asset Protection, Fixed Annuities, Strategic Planning, College Savings Plans, Business Succession..., Estate Planning, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Disability Insurance, IRAs, Retirement
Education
Auburn University 1969 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Douglas High, Douglas AL
Roman Lutsenko Roman Lutsenko's NYLIFE Securities LLC Experience August 2011 - Present
Job AXA Advisors LLC Gold River, CA
Industry Financial Services
Experience
AXA Advisors LLC Gold River, CA January 2015 - Present
Transamerica Advisors LLC Roseville, CA December 2014 - Present
New York Life Insurance Company August 2011 - Present
NYLIFE Securities LLC August 2011 - Present
Ohio National October 2010 - July 2011
US Department of Commerce, NTIA 2010 - 2011
California International Trade Department 2010 - 2011
Legal Shields 2010 - 2011
The Firehouse Restaurant 2010 - 2010
Remax Gold Realty 2005 - 2006
Education
California State University-Sacramento 2010 — 2014
BS Business Administration, Accountancy
Novoamvrosievka High School #9, Donetsk Region, the Republic of Ukraine
Diploma, General Studies
AXA Advisors LLC Gold River, CA January 2015 - Present
Transamerica Advisors LLC Roseville, CA December 2014 - Present
New York Life Insurance Company August 2011 - Present
NYLIFE Securities LLC August 2011 - Present
Ohio National October 2010 - July 2011
US Department of Commerce, NTIA 2010 - 2011
California International Trade Department 2010 - 2011
Legal Shields 2010 - 2011
The Firehouse Restaurant 2010 - 2010
Remax Gold Realty 2005 - 2006
Education
California State University-Sacramento 2010 — 2014
BS Business Administration, Accountancy
Novoamvrosievka High School #9, Donetsk Region, the Republic of Ukraine
Diploma, General Studies
Terry Hochenauer's NYLIFE Securities LLC Experience December 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2006 - Present
New York Life Insurance Company December 2006 - Present
Skills
401(k) Rollovers, Insurance, Annuity Sales, Asset Protection, Estate Planning, Investments, Licensed Life Insurance..., Retirement Planning, Small Business, Wealth Preservation..., Gifting Strategies, Key Person Protection, Succession Planning
Education
Baker University 1970 — 1974
Bachelor of Science, Business Administration
NYLIFE Securities LLC December 2006 - Present
New York Life Insurance Company December 2006 - Present
Skills
401(k) Rollovers, Insurance, Annuity Sales, Asset Protection, Estate Planning, Investments, Licensed Life Insurance..., Retirement Planning, Small Business, Wealth Preservation..., Gifting Strategies, Key Person Protection, Succession Planning
Education
Baker University 1970 — 1974
Bachelor of Science, Business Administration
Terry Merlo Terry Merlo's NYLIFE Securities LLC Experience May 1999 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC May 1999 - Present
Skills
Finance, Insurance, Retirement, Financial Services, Real Estate, Accounting, Securities, Small Business, Customer Service
Education
California State University Stanislaus 1976 — 1978
NYLIFE Securities LLC May 1999 - Present
Skills
Finance, Insurance, Retirement, Financial Services, Real Estate, Accounting, Securities, Small Business, Customer Service
Education
California State University Stanislaus 1976 — 1978
Sysong Vue's NYLIFE Securities LLC Experience January 2012 - May 2012
Job Branch Manager
Industry Financial Services
Experience
SAFE Credit Union September 2012 - Present
Chase Investment Services, Corp May 2012 - September 2012
NYLIFE Securities, LLC January 2012 - May 2012
Wells Fargo Advisors May 2009 - January 2012
Wachovia Bank March 2008 - May 2009
Washington Mutual Bank/Chase Bank May 2004 - March 2008
US Bank October 1999 - March 2008
Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication
Education
CSU Sacramento 2010 — 2010
CSU Stanislaus 1998 — 1999
SAFE Credit Union September 2012 - Present
Chase Investment Services, Corp May 2012 - September 2012
NYLIFE Securities, LLC January 2012 - May 2012
Wells Fargo Advisors May 2009 - January 2012
Wachovia Bank March 2008 - May 2009
Washington Mutual Bank/Chase Bank May 2004 - March 2008
US Bank October 1999 - March 2008
Skills
Social Skills, Finance, Banking, Retirement Planning, Insurance, IRA's, Retirement, Mutual Funds, Annuities, Term Life Insurance, Retirement Income..., Savings, Business Planning, Customer Service, Coaching, Customer Relations, Credit, Loans, Problem Solving, Mentoring, Strategic Planning, Small Business, Bi-lingual, Communications, Inter-personal, Notary Public, Fixed Annuities, Mortgage Lending, Communication
Education
CSU Sacramento 2010 — 2010
CSU Stanislaus 1998 — 1999
Tom Hoctor's NYLIFE Securities LLC Experience March 2013 - Present
Job Dedicated Financial Services Professional helping individuals, families, and businesses plan for their future.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Skills
Training, Retirement Planning, Estate Planning, Insurance, Key Person Protection, Multi-generational..., Asset Protection, Small Business, Wealth Preservation..., Investments, Annuity Sales, Legacies, Gifting Strategies, Succession Planning, Protection..., Licensed in Long-Term..., Licensed Life Insurance..., 401(k) Rollovers, Time Management, Multi-tasking Skills, Analysis, Thought Leadership, CRM, Leadership, Program Management, Project Management, Multi-generational...
Education
California State University-Northridge
Multiple Subject Teaching Program certification
Control Data Institute
Microsoft Solutions Framework
Novell Education Center
San Diego State University-California State University
Bachelor’s Degree
The George Washington University
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Skills
Training, Retirement Planning, Estate Planning, Insurance, Key Person Protection, Multi-generational..., Asset Protection, Small Business, Wealth Preservation..., Investments, Annuity Sales, Legacies, Gifting Strategies, Succession Planning, Protection..., Licensed in Long-Term..., Licensed Life Insurance..., 401(k) Rollovers, Time Management, Multi-tasking Skills, Analysis, Thought Leadership, CRM, Leadership, Program Management, Project Management, Multi-generational...
Education
California State University-Northridge
Multiple Subject Teaching Program certification
Control Data Institute
Microsoft Solutions Framework
Novell Education Center
San Diego State University-California State University
Bachelor’s Degree
The George Washington University
Kamilu Abiola Alli Kamilu Abiola Alli's NYLIFE Securities LLC Experience December 2014 - Present
Job Registered Representative at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
Reliable life insurane company August 2011 - January 2013
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Protection, Lead Generation, Legacies, Legacy Planning, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Permanent Life Insurance, Protection..., Retirement Planning, Risk Management, Service Delivery, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Public Speaking, Sales, Financial Planning, Management, Employee Benefits, Retirement, IRAs
Education
Ambrose Alli University 2003 — 2005
Bachelor's Degree, Accounting
Imo State University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Osun State Polytechnic Iree. Nigeria 1996 — 1998
Bachelor's Degree, Statistics
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
Reliable life insurane company August 2011 - January 2013
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Protection, Lead Generation, Legacies, Legacy Planning, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Permanent Life Insurance, Protection..., Retirement Planning, Risk Management, Service Delivery, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Public Speaking, Sales, Financial Planning, Management, Employee Benefits, Retirement, IRAs
Education
Ambrose Alli University 2003 — 2005
Bachelor's Degree, Accounting
Imo State University 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Osun State Polytechnic Iree. Nigeria 1996 — 1998
Bachelor's Degree, Statistics
Arick Hedin Arick Hedin's NYLIFE Securities LLC Experience May 2012 - March 2015
Job Investment Advisor at PNC Investments
Industry Financial Services
Experience
PNC August 2015 - Present
Tusk Financial Solutions LLC January 2013 - August 2015
New York Life Insurance Company May 2012 - March 2015
NYLIFE Securities LLC May 2012 - March 2015
Farm Bureau Financial Services October 2009 - April 2012
The Creative Literacy Project January 2001 - November 2007
Education
Arizona State University 2001 — 2005
Architecture and Fire Science, 3.2 GPA
Paradise Valley Community College 2000 — 2001
Associate of Arts and Sciences (AAS), Business/Commerce, General, 3.4 GPA
PNC August 2015 - Present
Tusk Financial Solutions LLC January 2013 - August 2015
New York Life Insurance Company May 2012 - March 2015
NYLIFE Securities LLC May 2012 - March 2015
Farm Bureau Financial Services October 2009 - April 2012
The Creative Literacy Project January 2001 - November 2007
Education
Arizona State University 2001 — 2005
Architecture and Fire Science, 3.2 GPA
Paradise Valley Community College 2000 — 2001
Associate of Arts and Sciences (AAS), Business/Commerce, General, 3.4 GPA
Moshe Kamin Moshe Kamin's NYLIFE Securities LLC Experience December 2005 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2005 - Present
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement Planning, Accounting, Term Life Insurance, Strategic Financial..., Securities, Financial Analysis, Banking, Disability Insurance, Long-term Care, Finance, Analysis, Tax, Estate Planning, Wealth Management, Financial Reporting, Investments, Variable Annuities, Fixed Income, Guaranteed Lifetime..., College Savings Plans, 401k, Financial Services, Underwriting, IRAs, Investment Advisory, Financial Planners, Series 6, Risk Management, Universal Life, High Net Worth..., Whole Life, 529 Plans, Health Insurance, FINRA, Key Person Protection, Roth IRA, 401k Rollovers
Education
Rabbinical Seminary of America 1961 — 1976
Rabbinical Ordination, Talmudic Law
Andres Hudde junior high
NYLIFE Securities LLC December 2005 - Present
Skills
Fixed Annuities, Retirement, Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement Planning, Accounting, Term Life Insurance, Strategic Financial..., Securities, Financial Analysis, Banking, Disability Insurance, Long-term Care, Finance, Analysis, Tax, Estate Planning, Wealth Management, Financial Reporting, Investments, Variable Annuities, Fixed Income, Guaranteed Lifetime..., College Savings Plans, 401k, Financial Services, Underwriting, IRAs, Investment Advisory, Financial Planners, Series 6, Risk Management, Universal Life, High Net Worth..., Whole Life, 529 Plans, Health Insurance, FINRA, Key Person Protection, Roth IRA, 401k Rollovers
Education
Rabbinical Seminary of America 1961 — 1976
Rabbinical Ordination, Talmudic Law
Andres Hudde junior high
Renate Rio Renate Rio's NYLIFE Securities LLC Experience July 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2013 - Present
R.Rio Photography Inc May 2011 - October 2012
PFM Asset Mgmt LLC February 2004 - May 2011
Ambac August 1996 - February 2004
Cadre Financial Services August 1990 - August 1996
Skills
Finance, Long-term Care, Management, Strategic Financial..., Employee Benefits, Mutual Funds
Education
Branford Hall Career Institute-Bohemia Campus 2012 — 2013
Medical/Clinical Assistant
Long Island Business Institute
NYLIFE Securities LLC July 2013 - Present
R.Rio Photography Inc May 2011 - October 2012
PFM Asset Mgmt LLC February 2004 - May 2011
Ambac August 1996 - February 2004
Cadre Financial Services August 1990 - August 1996
Skills
Finance, Long-term Care, Management, Strategic Financial..., Employee Benefits, Mutual Funds
Education
Branford Hall Career Institute-Bohemia Campus 2012 — 2013
Medical/Clinical Assistant
Long Island Business Institute
Roberta Miller Bar-Levav's NYLIFE Securities LLC Experience January 2010 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company January 2010 - Present
Skills
401k Rollovers, Annuity Sales, Education Funding..., Life Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Estate Planning, Whole Life
Education
Adelphi University
Bachelor of Arts, History
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company January 2010 - Present
Skills
401k Rollovers, Annuity Sales, Education Funding..., Life Insurance, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Term Life Insurance, Long-term Care, Disability Insurance, Estate Planning, Whole Life
Education
Adelphi University
Bachelor of Arts, History
Jean Diaz Jean Diaz's NYLIFE Securities LLC Experience June 2011 - November 2012
Job Non Profit Leadership Affordable Housing, Education & Senior Services
Industry Nonprofit Organization Management
Experience
San Diego Community Land Trust November 2013 - Present
San Marcos Promise November 2014 - Present
The Foundation For Senior Well Being April 2013 - Present
San Marcos Unified School District April 2013 - Present
San Marcos Economic Development Corporation February 2011 - Present
San Marcos Chamber of Commerce September 2012 - Present
Tax & Financial Group 2012 - October 2013
NYLIFE Securities LLC June 2011 - November 2012
New York Life Insurance Company June 2011 - November 2012
Town of Ossining Citizen's Finance Advisory Committee 2008 - 2010
Skills
Securities, Investments, Analysis, Portfolio Management, Credit Analysis, Estate Planning, Business Planning, Strategic Financial..., Accounting, Business Strategy, Tax-advantaged..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Income for Life, College Funding..., Guaranteed Lifetime..., Gifting Strategies, Key Person Protection, Buy-Sell, Estate Preservation, Protection..., Real Estate Development, Real Estate Transactions, Property Management, Real Property, Real Estate Project..., Capital Markets, Finance, Leadership, Management, Due Diligence, Mergers & Acquisitions, Public Speaking, Strategic Planning, Risk Management, Nonprofits
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Fiannce
California State University-Fullerton
MPA, Public Policy
San Diego Community Land Trust November 2013 - Present
San Marcos Promise November 2014 - Present
The Foundation For Senior Well Being April 2013 - Present
San Marcos Unified School District April 2013 - Present
San Marcos Economic Development Corporation February 2011 - Present
San Marcos Chamber of Commerce September 2012 - Present
Tax & Financial Group 2012 - October 2013
NYLIFE Securities LLC June 2011 - November 2012
New York Life Insurance Company June 2011 - November 2012
Town of Ossining Citizen's Finance Advisory Committee 2008 - 2010
Skills
Securities, Investments, Analysis, Portfolio Management, Credit Analysis, Estate Planning, Business Planning, Strategic Financial..., Accounting, Business Strategy, Tax-advantaged..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Income for Life, College Funding..., Guaranteed Lifetime..., Gifting Strategies, Key Person Protection, Buy-Sell, Estate Preservation, Protection..., Real Estate Development, Real Estate Transactions, Property Management, Real Property, Real Estate Project..., Capital Markets, Finance, Leadership, Management, Due Diligence, Mergers & Acquisitions, Public Speaking, Strategic Planning, Risk Management, Nonprofits
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Fiannce
California State University-Fullerton
MPA, Public Policy
Christine Berlage's NYLIFE Securities LLC Experience March 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company October 2013 - Present
VolkBell March 2003 - October 2013
Skills
Insurance, Small Business, Retirement Planning, Life Insurance, Investments, Estate Planning, Strategic Planning, Protection..., Annuity Sales, Asset Protection, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Time Management, Gifting Strategies, Wealth Preservation...
Education
Alma College 1986 — 1990
BA, Major: Business with Emphasis in Accounting; Minor: French
Semester at Sea
International/Global Studies
Troy High
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company October 2013 - Present
VolkBell March 2003 - October 2013
Skills
Insurance, Small Business, Retirement Planning, Life Insurance, Investments, Estate Planning, Strategic Planning, Protection..., Annuity Sales, Asset Protection, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Time Management, Gifting Strategies, Wealth Preservation...
Education
Alma College 1986 — 1990
BA, Major: Business with Emphasis in Accounting; Minor: French
Semester at Sea
International/Global Studies
Troy High
Maria Montano Modugno Maria Montano Modugno's NYLIFE Securities LLC Experience September 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company September 2014 - Present
Skills
Retirement Planning, Education Funding..., Financial Services, Life Insurance..., Wealth Preservation..., Supplements to Employee..., Annuity Sales, Life Insurance, Small Business, Customer Service, Gifting Strategies, Estate Planning, Marketing, Retirement Income...
Education
Loyola Marymount University
MBA, Int'l Marketing & Finance
British Columbia Institute of Technology
Computer Systems Technology
University of the Philippines
BS Tourism Management
Assumption Convent, San Lorenzo & Herran, Manila, Philippines
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company September 2014 - Present
Skills
Retirement Planning, Education Funding..., Financial Services, Life Insurance..., Wealth Preservation..., Supplements to Employee..., Annuity Sales, Life Insurance, Small Business, Customer Service, Gifting Strategies, Estate Planning, Marketing, Retirement Income...
Education
Loyola Marymount University
MBA, Int'l Marketing & Finance
British Columbia Institute of Technology
Computer Systems Technology
University of the Philippines
BS Tourism Management
Assumption Convent, San Lorenzo & Herran, Manila, Philippines
Mike Polito's NYLIFE Securities LLC Experience October 2007 - Present
Job Dedicated Financial Services Professional helping to protect families in the Boston area for the better part of a decade
Industry Financial Services
Experience
Polito Financial & Insurance October 2007 - Present
New York Life Insurance Company October 2007 - Present
NYLIFE Securities LLC October 2007 - Present
Sun Life Financial August 2006 - October 2007
JPMorgan Chase February 2007 - August 2007
State Street June 2006 - February 2007
Skills
Life Insurance, Insurance, Alternative Investments, Financial Analysis, Accounting, IRAs, Bloomberg, Hedge Funds, Fixed Income, Disability Insurance, Equities, Fund Accounting, Series 63, 401k Rollovers, Property & Casualty..., Relationship Management
Education
Bentley University 2002 — 2005
Corporate Finance & Accounting, Financial Planning
Dedham High School 1997 — 2001
Polito Financial & Insurance October 2007 - Present
New York Life Insurance Company October 2007 - Present
NYLIFE Securities LLC October 2007 - Present
Sun Life Financial August 2006 - October 2007
JPMorgan Chase February 2007 - August 2007
State Street June 2006 - February 2007
Skills
Life Insurance, Insurance, Alternative Investments, Financial Analysis, Accounting, IRAs, Bloomberg, Hedge Funds, Fixed Income, Disability Insurance, Equities, Fund Accounting, Series 63, 401k Rollovers, Property & Casualty..., Relationship Management
Education
Bentley University 2002 — 2005
Corporate Finance & Accounting, Financial Planning
Dedham High School 1997 — 2001
Jay Moriarty's NYLIFE Securities LLC Experience February 2004 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC February 2004 - Present
Painted Word 2000 - 2004
Loomis, Sayles & Company 1999 - 2000
KPMG US November 1998 - March 1999
Mullen & Company LLP 1995 - 1998
Skills
Estate Planning, Retirement, Management
Education
Boston College 1991 — 1995
Accounting
Malden Catholic High School 1987 — 1991
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC February 2004 - Present
Painted Word 2000 - 2004
Loomis, Sayles & Company 1999 - 2000
KPMG US November 1998 - March 1999
Mullen & Company LLP 1995 - 1998
Skills
Estate Planning, Retirement, Management
Education
Boston College 1991 — 1995
Accounting
Malden Catholic High School 1987 — 1991
Susan Cermele Susan Cermele's NYLIFE Securities LLC Experience August 2010 - January 2014
Job Benefits Consultant / Independent Contractor at Colonial Life
Industry Financial Services
Experience
Colonial Life August 2014 - December 2014
NYLIFE Securities LLC August 2010 - January 2014
New York Life Insurance Company August 2010 - January 2014
JPMorgan Chase February 2007 - June 2010
Argent Mortgage Company September 2002 - January 2007
Skills
Licensed Life & Health..., Protection Planning/..., Retirement Planning, Strategic Planning, Small Business, Estate Planning, Wealth Preservation..., Gifting Strategies, Insurance, Investments, Securities, 401k Rollovers, Long-term Care, Fixed Annuities, Employee Benefits, Health Insurance, Asset Protection, Key Person Protection, Legacies
Education
Adelphi University 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Educational Psychology
Long Island University, C.W. Post Campus
Colonial Life August 2014 - December 2014
NYLIFE Securities LLC August 2010 - January 2014
New York Life Insurance Company August 2010 - January 2014
JPMorgan Chase February 2007 - June 2010
Argent Mortgage Company September 2002 - January 2007
Skills
Licensed Life & Health..., Protection Planning/..., Retirement Planning, Strategic Planning, Small Business, Estate Planning, Wealth Preservation..., Gifting Strategies, Insurance, Investments, Securities, 401k Rollovers, Long-term Care, Fixed Annuities, Employee Benefits, Health Insurance, Asset Protection, Key Person Protection, Legacies
Education
Adelphi University 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Educational Psychology
Long Island University, C.W. Post Campus
Yuka Nakahara-Goven's NYLIFE Securities LLC Experience February 1985 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 1985 - Present
NYLIFE Securities LLC February 1985 - Present
Skills
Retirement Planning, Life Insurance, Disability Insurance, Estate Planning, Investments, Employee Benefits, Sales, Small Business, Public Speaking
Education
University of North Texas 1981 — 1984
Master of Business Administration (MBA), Marketing
Aichi Prefectural University 1976 — 1980
Bachelor of Arts (B.A.), British and American Studies
New York Life Insurance Company February 1985 - Present
NYLIFE Securities LLC February 1985 - Present
Skills
Retirement Planning, Life Insurance, Disability Insurance, Estate Planning, Investments, Employee Benefits, Sales, Small Business, Public Speaking
Education
University of North Texas 1981 — 1984
Master of Business Administration (MBA), Marketing
Aichi Prefectural University 1976 — 1980
Bachelor of Arts (B.A.), British and American Studies
Dionicio Trevino Dionicio Trevino's NYLIFE Securities LLC Experience September 2007 - May 2014
Job Agent at Trevino Insurance Group
Industry Financial Services
Experience
Trevino Insurance Group Inc. June 2006 - Present
NYLife Securities LLC September 2007 - May 2014
JMS Plastics Inc. April 2003 - May 2006
Skills
Retirement Planning, Business Continuity..., Long Term Care, Estate Planning, Insurance, Securities, Fixed Annuities, IRAs, Retirement, Long Term Care Insurance, Life Insurance, Term Life Insurance, Disability Insurance, 401k Rollovers, Roth IRA, 401k, Whole Life, Financial Planners, FINRA, Strategic Financial..., Wealth Management, Wealth, Health Insurance, Investments, Long-term Care, Series 6, Universal Life, Financial Planning
Education
The American College 2012 — 2013
LUTCF
Ball State University - College of Business 2000 — 2002
MBA, Finance
University of Florida 1994 — 1998
BS, Animal Science
Trevino Insurance Group Inc. June 2006 - Present
NYLife Securities LLC September 2007 - May 2014
JMS Plastics Inc. April 2003 - May 2006
Skills
Retirement Planning, Business Continuity..., Long Term Care, Estate Planning, Insurance, Securities, Fixed Annuities, IRAs, Retirement, Long Term Care Insurance, Life Insurance, Term Life Insurance, Disability Insurance, 401k Rollovers, Roth IRA, 401k, Whole Life, Financial Planners, FINRA, Strategic Financial..., Wealth Management, Wealth, Health Insurance, Investments, Long-term Care, Series 6, Universal Life, Financial Planning
Education
The American College 2012 — 2013
LUTCF
Ball State University - College of Business 2000 — 2002
MBA, Finance
University of Florida 1994 — 1998
BS, Animal Science
Sofia Dumansky MBA, MSM, LUTFC, CLTC Sofia Dumansky MBA, MSM, LUTFC, CLTC's NYLIFE Securities LLC Experience November 2007 - Present
Job Financial Advisor at TDG Financial LLC
Industry Financial Services
Experience
TDG Financial LLC May 2012 - Present
Eagle Strategies, LLC April 2012 - Present
NYLIFE Securities LLC November 2007 - Present
New York Life July 2007 - Present
Hartford Courant November 2006 - May 2007
Skills
Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Retirement, Employee Benefits, Retirement Planning, Term Life Insurance, Finance, Fixed Annuities, Long-term Care, Securities, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Financial Planning
Education
Albertus Magnus College 2005 — 2007
MSM, MBA
UCONN 1998 — 2003
BS, Management
TDG Financial LLC May 2012 - Present
Eagle Strategies, LLC April 2012 - Present
NYLIFE Securities LLC November 2007 - Present
New York Life July 2007 - Present
Hartford Courant November 2006 - May 2007
Skills
Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Retirement, Employee Benefits, Retirement Planning, Term Life Insurance, Finance, Fixed Annuities, Long-term Care, Securities, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Financial Planning
Education
Albertus Magnus College 2005 — 2007
MSM, MBA
UCONN 1998 — 2003
BS, Management
William Geasey's NYLIFE Securities LLC Experience September 2003 - Present
Job Dedicated Financial Services Professional helping to protect families for 10 years.
Industry Insurance
Experience
NYLIFE Securities LLC September 2003 - Present
New York LIfe September 2003 - Present
Kathleen's Catering 1987 - 2003
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments
Education
Northeastern University 1979 — 1984
BS, Marketing
Babson College
Execturve Program in Entrepreneurship
NYLIFE Securities LLC September 2003 - Present
New York LIfe September 2003 - Present
Kathleen's Catering 1987 - 2003
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments
Education
Northeastern University 1979 — 1984
BS, Marketing
Babson College
Execturve Program in Entrepreneurship
Gwendolyn Newsom, MBA's NYLIFE Securities LLC Experience July 2010 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
NYLIFE Securities LLC July 2010 - Present
New York Life Insurance Company July 2010 - Present
Wells Fargo Financial 2002 - 2010
Wells Fargo 2000 - 2002
Wells Fargo Financial June 1995 - January 2001
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Amberton University 1997 — 1999
Masters, Management
Texas State University 1988 — 1992
Marketing, Business
New York Life Insurance Company July 2015 - Present
NYLIFE Securities LLC July 2010 - Present
New York Life Insurance Company July 2010 - Present
Wells Fargo Financial 2002 - 2010
Wells Fargo 2000 - 2002
Wells Fargo Financial June 1995 - January 2001
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Amberton University 1997 — 1999
Masters, Management
Texas State University 1988 — 1992
Marketing, Business
Steve Shea Steve Shea's NYLIFE Securities LLC Experience January 2009 - July 2013
Job Director, Business Development at Life Solutions Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
NYLIFE Securities LLC January 2009 - July 2013
Peabody Area Chamber of Commerce January 2010 - 2011
Lynn Area Chamber of Commerce 2009 - 2011
Iron Mountain September 1996 - December 2008
Iron Mountain January 2007 - August 2008
Iron Mountain September 1996 - August 2008
Iron Mountain September 1996 - March 2000
General Electric November 1995 - September 1996
Skills
Financial Advisory, Investment Advisory, Estate Planning, Retirement Planning, Investments, Variable Annuities, Fixed Annuities, Long-term Care, Life Insurance, Strategic Planning, Income Tax, Leadership, Financial Risk, Trust Services, Trusted Advisor, Creative Strategy, Service Awards, Compliance, Communication Skills, Solution Development, Management, Enterprise Software, Process Improvement, Strategy, Finance, Vendor Management, Business Analysis, Program Management, Project Management, Business Development, Team Building, Sales, Portfolio Management, Risk Management, CISA, Employee Benefits, CISM, Financial Services, ITIL, Mergers & Acquisitions, Building Relationships, Executive Management, Small Business
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA, MIS, Finance
College of the Holy Cross 1978 — 1982
BA, Economics
Lynn English High School 1975 — 1978
Diploma, College
MassMutual Financial Group July 2013 - Present
NYLIFE Securities LLC January 2009 - July 2013
Peabody Area Chamber of Commerce January 2010 - 2011
Lynn Area Chamber of Commerce 2009 - 2011
Iron Mountain September 1996 - December 2008
Iron Mountain January 2007 - August 2008
Iron Mountain September 1996 - August 2008
Iron Mountain September 1996 - March 2000
General Electric November 1995 - September 1996
Skills
Financial Advisory, Investment Advisory, Estate Planning, Retirement Planning, Investments, Variable Annuities, Fixed Annuities, Long-term Care, Life Insurance, Strategic Planning, Income Tax, Leadership, Financial Risk, Trust Services, Trusted Advisor, Creative Strategy, Service Awards, Compliance, Communication Skills, Solution Development, Management, Enterprise Software, Process Improvement, Strategy, Finance, Vendor Management, Business Analysis, Program Management, Project Management, Business Development, Team Building, Sales, Portfolio Management, Risk Management, CISA, Employee Benefits, CISM, Financial Services, ITIL, Mergers & Acquisitions, Building Relationships, Executive Management, Small Business
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA, MIS, Finance
College of the Holy Cross 1978 — 1982
BA, Economics
Lynn English High School 1975 — 1978
Diploma, College
Peter Yaffe, MBA Peter Yaffe, MBA's NYLIFE Securities LLC Experience 2006 - October 2014
Job Financial Adviser offering Financial Services & Insurance for individuals, families, businesses & professionals..
Industry Financial Services
Experience
Santander Investment Services November 2014 - Present
Newton Public Schools 2009 - Present
Crimson Consulting Collaborative 2009 - Present
Ritchie Financial LLC 2013 - October 2014
NYLIFE Securities, LLC 2006 - October 2014
New York Life Insurance Company 2006 - October 2014
Eagle Strategies, LLC 2006 - October 2014
Metro Identification Systems, Inc. 1987 - 2005
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Life Insurance, Finance, Wealth Management, Retirement Income..., 401(k) rollovers, Social Security Income..., Financial Services, Small Business, Legacies, Multi-Generational..., Asset Protection, Succession Planning, Family Security, Multi-Generational..., Protection Planning /..., Gifting Strategies, Wealth Preservation..., Key Person Protection
Education
Boston University - Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Management
Tufts University
Bachelor of Science (B.S.), School of Engineering - Civil Engineering
Tufts University
Bachelor of Arts (A.B.), School of Arts and Sciences - Fine Arts
The Rivers School
The American College
The Corporation for Long Term Care
Santander Investment Services November 2014 - Present
Newton Public Schools 2009 - Present
Crimson Consulting Collaborative 2009 - Present
Ritchie Financial LLC 2013 - October 2014
NYLIFE Securities, LLC 2006 - October 2014
New York Life Insurance Company 2006 - October 2014
Eagle Strategies, LLC 2006 - October 2014
Metro Identification Systems, Inc. 1987 - 2005
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Life Insurance, Finance, Wealth Management, Retirement Income..., 401(k) rollovers, Social Security Income..., Financial Services, Small Business, Legacies, Multi-Generational..., Asset Protection, Succession Planning, Family Security, Multi-Generational..., Protection Planning /..., Gifting Strategies, Wealth Preservation..., Key Person Protection
Education
Boston University - Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Management
Tufts University
Bachelor of Science (B.S.), School of Engineering - Civil Engineering
Tufts University
Bachelor of Arts (A.B.), School of Arts and Sciences - Fine Arts
The Rivers School
The American College
The Corporation for Long Term Care
Jeff Frank's NYLIFE Securities LLC Experience June 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
7977, Inc 1990 - 2014
Commodity GroupE, LLC January 2010 - March 2013
The Closeout Group! Inc. January 2004 - April 2011
Commodity Groupe Ltd 1990 - 2011
Skills
Estate Planning, Life Insurance, Strategic Planning, Investments, Financial Services, Education Funding..., Life Time Income..., Licensed in Long Term..., Whole Life Insurance, Wealth Preservation..., Sales, Marketing, Entrepreneurship, Manufacturing, Management, Business Planning, Retail, Product Development, Food, Start-ups, Merchandising, Business Strategy, Customer Service, International Business, Marketing Strategy, Forecasting, New Business Development, Commodity, International Sales, Business Development, Sourcing, Export, Sales Operations, Account Management, Inventory Management, Pricing, Leadership, B2B, Apparel, Global Sourcing, Selling, Logistics
Education
American University
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company June 2014 - Present
7977, Inc 1990 - 2014
Commodity GroupE, LLC January 2010 - March 2013
The Closeout Group! Inc. January 2004 - April 2011
Commodity Groupe Ltd 1990 - 2011
Skills
Estate Planning, Life Insurance, Strategic Planning, Investments, Financial Services, Education Funding..., Life Time Income..., Licensed in Long Term..., Whole Life Insurance, Wealth Preservation..., Sales, Marketing, Entrepreneurship, Manufacturing, Management, Business Planning, Retail, Product Development, Food, Start-ups, Merchandising, Business Strategy, Customer Service, International Business, Marketing Strategy, Forecasting, New Business Development, Commodity, International Sales, Business Development, Sourcing, Export, Sales Operations, Account Management, Inventory Management, Pricing, Leadership, B2B, Apparel, Global Sourcing, Selling, Logistics
Education
American University
Bachelor of Science (B.S.), Economics
Jaryd Rudolph's NYLIFE Securities LLC Experience May 2014 - June 2015
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - June 2015
New York Life Insurance Company May 2014 - June 2015
Skills
Business Planning, Mutual Funds, Leadership, Marketing, Teamwork, Analysis, Customer Service, Strategic Planning, Financial Services, Event Planning, Investments, Fixed Annuities, Life Insurance..., 401k Rollovers
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Silver Lake Regional High School 2006 — 2010
High School
NYLIFE Securities LLC May 2014 - June 2015
New York Life Insurance Company May 2014 - June 2015
Skills
Business Planning, Mutual Funds, Leadership, Marketing, Teamwork, Analysis, Customer Service, Strategic Planning, Financial Services, Event Planning, Investments, Fixed Annuities, Life Insurance..., 401k Rollovers
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Silver Lake Regional High School 2006 — 2010
High School
Nicole E. Peterkin Nicole E. Peterkin's NYLIFE Securities LLC Experience March 2011 - January 2015
Job Financial Advisor at Peterkin Financial, LLC
Industry Financial Services
Experience
Peterkin Financial, LLC June 2014 - Present
Eagle Strategies, LLC May 2014 - January 2015
NYLIFE Securities LLC March 2011 - January 2015
New York Life Insurance Company March 2011 - January 2015
State Street August 2010 - May 2011
Brooks Brothers May 2008 - August 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Retirement, 401k Rollovers, Small Business, Annuity Sales, Asset Protection, Licensed Life Insurance..., Multi-generational..., Time Management, Wealth Preservation..., Financial Analysis, Protection..., Thought Leadership, Personal Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Succession Planning, Education Funding..., Life Insurance..., Personal Finance, Public Speaking, Supplements to Employee..., Workshop Facilitation, Creative Problem Solving, Grandchild Gifting, Account Management, Risk Management, Building Relationships, Business Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Communication, IRA Rollovers, Leadership, Lifetime Income..., Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Wealth Accumulation, Financial Planners, Long-term Care, Financial Planning, Relationship Building
Education
University of Massachusetts Boston 2009 — 2011
BS- Management, MIS and Finance, 3.94
Boston University 2007 — 2009
Psychology, Management
Mansfield High School 2002 — 2006
Peterkin Financial, LLC June 2014 - Present
Eagle Strategies, LLC May 2014 - January 2015
NYLIFE Securities LLC March 2011 - January 2015
New York Life Insurance Company March 2011 - January 2015
State Street August 2010 - May 2011
Brooks Brothers May 2008 - August 2010
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Retirement, 401k Rollovers, Small Business, Annuity Sales, Asset Protection, Licensed Life Insurance..., Multi-generational..., Time Management, Wealth Preservation..., Financial Analysis, Protection..., Thought Leadership, Personal Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Succession Planning, Education Funding..., Life Insurance..., Personal Finance, Public Speaking, Supplements to Employee..., Workshop Facilitation, Creative Problem Solving, Grandchild Gifting, Account Management, Risk Management, Building Relationships, Business Exit Strategy, Business Insurance..., Business Succession..., Charitable Giving, Communication, IRA Rollovers, Leadership, Lifetime Income..., Mutual Funds, Life Insurance, IRAs, Fixed Annuities, Wealth Accumulation, Financial Planners, Long-term Care, Financial Planning, Relationship Building
Education
University of Massachusetts Boston 2009 — 2011
BS- Management, MIS and Finance, 3.94
Boston University 2007 — 2009
Psychology, Management
Mansfield High School 2002 — 2006
Robert J. Smith Robert J. Smith's NYLIFE Securities LLC Experience 1985 - Present
Job President CAP®, AEP®, ChFC®, CLU®, CLTC
Industry Financial Services
Experience
Scottsdale Financial Group LTD 1998 - Present
NYLIFE Securities LLC 1985 - Present
Skills
Estate Planning, Succession Planning, Executive Benefit..., Insurance, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation...
Education
Arizona State University
The American College of Financial Planning
Scottsdale Financial Group LTD 1998 - Present
NYLIFE Securities LLC 1985 - Present
Skills
Estate Planning, Succession Planning, Executive Benefit..., Insurance, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation...
Education
Arizona State University
The American College of Financial Planning
Thomas Matt Davis Thomas Matt Davis's NYLIFE Securities LLC Experience April 2013 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company February 2013 - Present
Skills
Retirement, Annuity Sales, 401(k) rollovers, Asset Protection, Key Person Protection, Protection..., Small Business, Business Succession..., Wealth Preservation...
Education
Baylor University 1997 — 2002
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company February 2013 - Present
Skills
Retirement, Annuity Sales, 401(k) rollovers, Asset Protection, Key Person Protection, Protection..., Small Business, Business Succession..., Wealth Preservation...
Education
Baylor University 1997 — 2002
Ben Brockman, CLTC, LUTCF Ben Brockman, CLTC, LUTCF's NYLIFE Securities LLC Experience November 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
NYLIFE Securities, LLC November 2009 - Present
New York Life Insurance Company January 2013 - July 2014
New York Life Insurance Company November 2009 - January 2013
Weatherford International July 2008 - November 2009
Grand Prairie Airhogs April 2008 - June 2008
Abilene Christian University January 2008 - April 2008
Texas A&M University August 2006 - June 2007
Skills
Retirement Planning, Business Succession..., Key Person Protection, Buy-sell Agreements, Small Business, Life Insurance..., Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Mutual Funds, IRAs, Education Funding..., Long Term Care Insurance, Annuity Sales, Gifting Strategies, Income Protection, Asset Protection, Legacy Planning, Wealth Preservation..., Wealth Transfer..., Pension Maximization
Education
Abilene Christian University 2001 — 2008
BBA, Management
Texas A&M University 2005 — 2007
BS, Agriculture Leadership and Development
Katy High School 1997 — 2001
New York Life Insurance Company July 2014 - Present
NYLIFE Securities, LLC November 2009 - Present
New York Life Insurance Company January 2013 - July 2014
New York Life Insurance Company November 2009 - January 2013
Weatherford International July 2008 - November 2009
Grand Prairie Airhogs April 2008 - June 2008
Abilene Christian University January 2008 - April 2008
Texas A&M University August 2006 - June 2007
Skills
Retirement Planning, Business Succession..., Key Person Protection, Buy-sell Agreements, Small Business, Life Insurance..., Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Mutual Funds, IRAs, Education Funding..., Long Term Care Insurance, Annuity Sales, Gifting Strategies, Income Protection, Asset Protection, Legacy Planning, Wealth Preservation..., Wealth Transfer..., Pension Maximization
Education
Abilene Christian University 2001 — 2008
BBA, Management
Texas A&M University 2005 — 2007
BS, Agriculture Leadership and Development
Katy High School 1997 — 2001
Dean Bogle Dean Bogle's NYLIFE Securities LLC Experience 1985 - Present
Job Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 1985 - Present
New York Life Insurance Company February 1984 - Present
New York Life / NYLIFE Securities LLC March 2008 - November 2010
New York Life Insurance Company June 1986 - June 1988
PENGO Wireline, Inc. June 1982 - February 1984
U.S.Air Force June 1973 - June 1982
Skills
Insurance, Retirement, Estate Planning, Retirement Planning, Investments, IRA Rollovers, 401(k) Rollovers, Annuity Sales, Asset Protection, Small Business, Succession Planning, Key Person Protection, Gifting Strategies, Wealth Preservation..., Protection..., Legacies, Multi-generational...
Education
Abilene Christian University 1967 — 1971
BS Bus Admin, Finance
Paschal High School, Fort Worth, TX Class of '67 1963 — 1967
NYLIFE Securities LLC 1985 - Present
New York Life Insurance Company February 1984 - Present
New York Life / NYLIFE Securities LLC March 2008 - November 2010
New York Life Insurance Company June 1986 - June 1988
PENGO Wireline, Inc. June 1982 - February 1984
U.S.Air Force June 1973 - June 1982
Skills
Insurance, Retirement, Estate Planning, Retirement Planning, Investments, IRA Rollovers, 401(k) Rollovers, Annuity Sales, Asset Protection, Small Business, Succession Planning, Key Person Protection, Gifting Strategies, Wealth Preservation..., Protection..., Legacies, Multi-generational...
Education
Abilene Christian University 1967 — 1971
BS Bus Admin, Finance
Paschal High School, Fort Worth, TX Class of '67 1963 — 1967
Wesley W. Morgan, CLU®'s NYLIFE Securities LLC Experience May 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
Skills
Retirement, Life Insurance, Securities, Analysis, Insurance, Tax, Long-term Care, Finance, IRAs, FINRA, Accounting, Fixed Annuities, Financial Services, Disability Insurance, Retirement Planning, Customer Service
Education
Bowling Green State University 2007 — 2009
Bachelor of Science, Business Administration: Finance
Ashland University 2006 — 2007
Marketing
Lakeland Community College 2004 — 2006
Associate, Arts
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
Skills
Retirement, Life Insurance, Securities, Analysis, Insurance, Tax, Long-term Care, Finance, IRAs, FINRA, Accounting, Fixed Annuities, Financial Services, Disability Insurance, Retirement Planning, Customer Service
Education
Bowling Green State University 2007 — 2009
Bachelor of Science, Business Administration: Finance
Ashland University 2006 — 2007
Marketing
Lakeland Community College 2004 — 2006
Associate, Arts
Zion Yu Zion Yu's NYLIFE Securities LLC Experience November 2010 - Present
Job Financial Services Professional in Banking and Insurance industry
Industry Financial Services
Experience
NYLIFE Securities LLC November 2010 - Present
Bayshore Community Hospital May 2010 - October 2010
JPMorgan Chase July 2001 - November 2008
JPMorgan Chase January 1994 - June 2001
JPMorgan Chase January 1992 - December 1993
JPMorgan Chase Co July 1987 - December 1991
Skills
Retirement Planning, Estate Planning, Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Legacies, Protection..., Retirement, Small Business, Wealth Preservation..., Investment Banking, Portfolio Management, Fixed Income, Bloomberg, Strategic Financial..., Securities, Credit, Investments, Derivatives, Mutual Funds, FINRA, Options, Risk Management, Settlement, Loans, IRAs, Trading, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Financial Advisory, Alternative Investments, Financial Planning
Education
Brookdale Community College 2011 — 2011
Certificate, Microsoft Office Suite and QuickBooks
Northwest Missouri State University 1978 — 1980
MBA, Finance & Accounting
Oregon State University 1979 — 1979
Managerial Accounting, Statistics and Marketing
Soochow University 1974 — 1978
BA, Accounting & Management
NYLIFE Securities LLC November 2010 - Present
Bayshore Community Hospital May 2010 - October 2010
JPMorgan Chase July 2001 - November 2008
JPMorgan Chase January 1994 - June 2001
JPMorgan Chase January 1992 - December 1993
JPMorgan Chase Co July 1987 - December 1991
Skills
Retirement Planning, Estate Planning, Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Legacies, Protection..., Retirement, Small Business, Wealth Preservation..., Investment Banking, Portfolio Management, Fixed Income, Bloomberg, Strategic Financial..., Securities, Credit, Investments, Derivatives, Mutual Funds, FINRA, Options, Risk Management, Settlement, Loans, IRAs, Trading, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Financial Advisory, Alternative Investments, Financial Planning
Education
Brookdale Community College 2011 — 2011
Certificate, Microsoft Office Suite and QuickBooks
Northwest Missouri State University 1978 — 1980
MBA, Finance & Accounting
Oregon State University 1979 — 1979
Managerial Accounting, Statistics and Marketing
Soochow University 1974 — 1978
BA, Accounting & Management
Willie Berry, CRC Willie Berry, CRC's NYLIFE Securities LLC Experience 2009 - October 2012
Job Retirement Plan Counselor at MS Deferred Compensation Plan and Trust
Industry Financial Services
Experience
MS Deferred Compensation Plan and Trust January 2014 - Present
MS Deferred Compensation Plan and Trust October 2012 - Present
New York Life Insurance Company April 2009 - October 2012
NYLIFE SECURITIES LLC 2009 - October 2012
Enterprise Rent-A-Car 2003 - April 2009
Enterprise Rent-A-Car 2005 - 2007
Enterprise rent-a-car 2004 July 2004 - January 2005
Hibbett Sports/Sports & Co January 2000 - January 2004
Skills
Series 6 Licensed, Series 63 Licensed, Insurance, Series 6, Retirement, Licensing, Long-term Care, Life Insurance, Finance, Investments, Project Planning, Customer Service, Estate Planning, Financial Services, Fixed Annuities, Retirement Planning, Term Life Insurance, Sales, Securities, Negotiation, Health Insurance, Mutual Funds, Management, Whole Life, Entrepreneurship, Disability Insurance, Accounting, Business, Series 63, Strategic Financial..., Employee Benefits
Education
Belhaven College 1999 — 2003
Bachelor of Science, Computer Information Systems
MS Deferred Compensation Plan and Trust January 2014 - Present
MS Deferred Compensation Plan and Trust October 2012 - Present
New York Life Insurance Company April 2009 - October 2012
NYLIFE SECURITIES LLC 2009 - October 2012
Enterprise Rent-A-Car 2003 - April 2009
Enterprise Rent-A-Car 2005 - 2007
Enterprise rent-a-car 2004 July 2004 - January 2005
Hibbett Sports/Sports & Co January 2000 - January 2004
Skills
Series 6 Licensed, Series 63 Licensed, Insurance, Series 6, Retirement, Licensing, Long-term Care, Life Insurance, Finance, Investments, Project Planning, Customer Service, Estate Planning, Financial Services, Fixed Annuities, Retirement Planning, Term Life Insurance, Sales, Securities, Negotiation, Health Insurance, Mutual Funds, Management, Whole Life, Entrepreneurship, Disability Insurance, Accounting, Business, Series 63, Strategic Financial..., Employee Benefits
Education
Belhaven College 1999 — 2003
Bachelor of Science, Computer Information Systems
Alan Horvitz Alan Horvitz's NYLIFE Securities LLC Experience 2009 - 2013
Job Business Owner
Industry Retail
Experience
Cape House Shop Hallmark 2014 - Present
Santander Investment Services 2013 - 2014
NYLIFE Securities LLC 2009 - 2013
New York Life Insurance Company 2008 - 2013
Imported Foods Corp. 1985 - 2008
Skills
Estate Planning, Retirement Planning, Succession Planning, Fixed Annuities, Securities, Investments, Insurance, Life Insurance, Long-term Care, Series 63, Retirement, Mutual Funds, IRAs, Wealth Management, Wealth Accumulation, 401k, Disability Insurance, Long Term Care, Annuities, Insurance Planning, Series 6, Financial Services, Roth IRA, Permanent Life Insurance, 529 Plans, Asset Allocation, 401k Rollovers, College Savings Plans, Long Term Care Insurance, Variable Annuities, FINRA, Risk Management, Financial Advisory, Strategic Financial...
Education
Boston University - School of Management 1981 — 1985
BS, Business Administration / Finance
The American College
LUTCF
Cape House Shop Hallmark 2014 - Present
Santander Investment Services 2013 - 2014
NYLIFE Securities LLC 2009 - 2013
New York Life Insurance Company 2008 - 2013
Imported Foods Corp. 1985 - 2008
Skills
Estate Planning, Retirement Planning, Succession Planning, Fixed Annuities, Securities, Investments, Insurance, Life Insurance, Long-term Care, Series 63, Retirement, Mutual Funds, IRAs, Wealth Management, Wealth Accumulation, 401k, Disability Insurance, Long Term Care, Annuities, Insurance Planning, Series 6, Financial Services, Roth IRA, Permanent Life Insurance, 529 Plans, Asset Allocation, 401k Rollovers, College Savings Plans, Long Term Care Insurance, Variable Annuities, FINRA, Risk Management, Financial Advisory, Strategic Financial...
Education
Boston University - School of Management 1981 — 1985
BS, Business Administration / Finance
The American College
LUTCF
Mauricio J. Cruz, LUTCF Mauricio J. Cruz, LUTCF's NYLIFE Securities LLC Experience September 2012 - May 2014
Job Broker Associate at World Financial Group (WFG) Transamerica Company
Industry Insurance
Experience
World Financial Group (WFG) November 2014 - Present
Access Medicare February 2014 - January 2015
NYLIFE Securities LLC September 2012 - May 2014
New York Life Insurance Company September 2012 - May 2014
UnitedHealthcare Community Plan November 2011 - June 2012
Center for Wealth Presenvation November 2010 - December 2011
Guardian Life Insurance Company August 2008 - December 2009
Prudential Life Insurance Company January 1985 - January 2007
Skills
Retirement, Insurance, Fixed Annuities, Health Insurance, Annuity Sales, Asset Protection, Legacies, Licensed Life Insurance..., LUTCF, Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Medicare Advantage, Property and Casualty, Commercial Insurance., Workers Compensation..., Notary Public, Long-term Care
Education
City University of New York-Baruch College
Bachellor of Business Administration, Economics
The American College
World Financial Group (WFG) November 2014 - Present
Access Medicare February 2014 - January 2015
NYLIFE Securities LLC September 2012 - May 2014
New York Life Insurance Company September 2012 - May 2014
UnitedHealthcare Community Plan November 2011 - June 2012
Center for Wealth Presenvation November 2010 - December 2011
Guardian Life Insurance Company August 2008 - December 2009
Prudential Life Insurance Company January 1985 - January 2007
Skills
Retirement, Insurance, Fixed Annuities, Health Insurance, Annuity Sales, Asset Protection, Legacies, Licensed Life Insurance..., LUTCF, Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Medicare Advantage, Property and Casualty, Commercial Insurance., Workers Compensation..., Notary Public, Long-term Care
Education
City University of New York-Baruch College
Bachellor of Business Administration, Economics
The American College
Keith Antifonario's NYLIFE Securities LLC Experience July 2012 - Present
Job Dedicated Financial Services Professional helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities, LLC July 2012 - Present
New York Life Insurance Company November 2011 - Present
Sophos June 2007 - November 2011
M. Braun April 2000 - June 2007
Skills
Insurance, Life Insurance, Sales, Retirement, Investments, Finance, Solution Selling, Direct Sales, Cold Calling, Sales Process, Licensed Life Insurance..., Strategic Planning, Key Person Protection, Account Management, Fixed Annuities, Student Financial Aid, Lead Generation, New Business Development, Protection..., Sales Operations, Retirement Planning, Gifting Strategies, Legacies, Wealth Preservation..., Multi-generational..., Multi-generational..., 401(k) Rollovers, Multi-Tasking Skills
Education
Bridgewater State College 1995 — 1999
Bachelor of Science, Physical Education
Dracut High School 1991 — 1995
NYLIFE Securities, LLC July 2012 - Present
New York Life Insurance Company November 2011 - Present
Sophos June 2007 - November 2011
M. Braun April 2000 - June 2007
Skills
Insurance, Life Insurance, Sales, Retirement, Investments, Finance, Solution Selling, Direct Sales, Cold Calling, Sales Process, Licensed Life Insurance..., Strategic Planning, Key Person Protection, Account Management, Fixed Annuities, Student Financial Aid, Lead Generation, New Business Development, Protection..., Sales Operations, Retirement Planning, Gifting Strategies, Legacies, Wealth Preservation..., Multi-generational..., Multi-generational..., 401(k) Rollovers, Multi-Tasking Skills
Education
Bridgewater State College 1995 — 1999
Bachelor of Science, Physical Education
Dracut High School 1991 — 1995
William San William San's NYLIFE Securities LLC Experience April 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Information Technology and Services
Experience
New York Life Insurance Company April 2015 - Present
NYLIFE Securities LLC April 2015 - Present
EastWest Bank Corp April 2013 - October 2014
Computer Network Support & Services Inc. March 2011 - March 2013
Skills
Project Management, Customer Service, Leadership, Marketing Strategy, Communication, Risk Assessment, Business Networking, Permanent Life Insurance, Succession Planning, Small Business..., Analysis, Finance, Microsoft Word, Microsoft Excel
Education
California State University-Northridge 2002 — 2009
Bachelor's Degree, Double Major in Marketing and Asian American Studies, Minor in Business Management
New York Life Insurance Company April 2015 - Present
NYLIFE Securities LLC April 2015 - Present
EastWest Bank Corp April 2013 - October 2014
Computer Network Support & Services Inc. March 2011 - March 2013
Skills
Project Management, Customer Service, Leadership, Marketing Strategy, Communication, Risk Assessment, Business Networking, Permanent Life Insurance, Succession Planning, Small Business..., Analysis, Finance, Microsoft Word, Microsoft Excel
Education
California State University-Northridge 2002 — 2009
Bachelor's Degree, Double Major in Marketing and Asian American Studies, Minor in Business Management
Isaac R. Pineda's NYLIFE Securities LLC Experience September 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company May 2015 - Present
Toyota May 2014 - August 2014
California State University, Long Beach April 2013 - May 2014
Associated Students, Incorporated at California State University Long Beach April 2013 - May 2014
American Honda Motor Company, Inc. June 2013 - August 2013
Permaswage July 2012 - September 2012
Los Angeles County Office of Education October 2009 - May 2010
Skills
Public Speaking, Teaching, Leadership, Event Planning, Social Networking, Nonprofits, Fundraising, Social Media, Research, Social Media Marketing, Microsoft Office, Team Building, PowerPoint, Customer Service, Facebook, Marketing, Team Leadership, Community Outreach, Project Planning, Teamwork
Education
California State University-Long Beach 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
California State University-Long Beach 2009 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company May 2015 - Present
Toyota May 2014 - August 2014
California State University, Long Beach April 2013 - May 2014
Associated Students, Incorporated at California State University Long Beach April 2013 - May 2014
American Honda Motor Company, Inc. June 2013 - August 2013
Permaswage July 2012 - September 2012
Los Angeles County Office of Education October 2009 - May 2010
Skills
Public Speaking, Teaching, Leadership, Event Planning, Social Networking, Nonprofits, Fundraising, Social Media, Research, Social Media Marketing, Microsoft Office, Team Building, PowerPoint, Customer Service, Facebook, Marketing, Team Leadership, Community Outreach, Project Planning, Teamwork
Education
California State University-Long Beach 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
California State University-Long Beach 2009 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Scott Robinson's NYLIFE Securities LLC Experience March 2013 - November 2014
Job Licensing, Precontract
Industry Financial Services
Experience
The Paul Revere Life Insurance Company May 2015 - June 2015
NYLIFE Securities LLC March 2013 - November 2014
New York Life Insurance Company October 2012 - November 2014
BlueCross BlueShield of Western New York / BlueSheild of Albany May 2010 - July 2011
Patagonia August 2008 - August 2009
Patagonia April 2007 - August 2009
Patagonia March 2007 - August 2009
Patagonia March 2007 - August 2009
Snow Country December 2006 - March 2007
Snow Country November 2006 - March 2007
Skills
Insurance, Retirement Planning, College Education..., Fixed Annuities, Series 6, Series 63, Pension Max, 401(k) Rollovers, Asset Protection, Estate Planning, Key Person Protection, Licensed Life & Health..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Investments, Finance, Leadership, Retirement, Long-term Care, Public Speaking, Financial Services, Sales, Entrepreneurship, Recruiting, Analysis, Disability Insurance, Employee Benefits, Budgets, Life Insurance, Securities, Strategic Financial..., 401k, Health Insurance, Term Life Insurance, Small Business, Wealth Management, Long Term Care Insurance, Mutual Funds, Financial Planners, IRAs, 401k Rollovers, Asset Allocation, Financial Analysis, Variable Annuities, Investment Strategies, Whole Life, College Savings Plans
Education
Canisius College 2009 — 2012
NOLS The National Outdoor Leadership School
Coastal Sailing (Baja, Mexico)
NOLS The National Outdoor Leadership School
Backcountry Skiing and Camping (Teton Valley, WY)
NOLS The National Outdoor Leadership School
Himalayan Backpacking (INDIA)
Aquinas
The Paul Revere Life Insurance Company May 2015 - June 2015
NYLIFE Securities LLC March 2013 - November 2014
New York Life Insurance Company October 2012 - November 2014
BlueCross BlueShield of Western New York / BlueSheild of Albany May 2010 - July 2011
Patagonia August 2008 - August 2009
Patagonia April 2007 - August 2009
Patagonia March 2007 - August 2009
Patagonia March 2007 - August 2009
Snow Country December 2006 - March 2007
Snow Country November 2006 - March 2007
Skills
Insurance, Retirement Planning, College Education..., Fixed Annuities, Series 6, Series 63, Pension Max, 401(k) Rollovers, Asset Protection, Estate Planning, Key Person Protection, Licensed Life & Health..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Investments, Finance, Leadership, Retirement, Long-term Care, Public Speaking, Financial Services, Sales, Entrepreneurship, Recruiting, Analysis, Disability Insurance, Employee Benefits, Budgets, Life Insurance, Securities, Strategic Financial..., 401k, Health Insurance, Term Life Insurance, Small Business, Wealth Management, Long Term Care Insurance, Mutual Funds, Financial Planners, IRAs, 401k Rollovers, Asset Allocation, Financial Analysis, Variable Annuities, Investment Strategies, Whole Life, College Savings Plans
Education
Canisius College 2009 — 2012
NOLS The National Outdoor Leadership School
Coastal Sailing (Baja, Mexico)
NOLS The National Outdoor Leadership School
Backcountry Skiing and Camping (Teton Valley, WY)
NOLS The National Outdoor Leadership School
Himalayan Backpacking (INDIA)
Aquinas
Steven J. Bowman's NYLIFE Securities LLC Experience March 2015 - Present
Job Registered Representative at NYLIFE Securities LLC and Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company 2014 - Present
LEECO Financial Services, Inc. 2006 - 2012
LFG Equipment Finance, a subsidiary of Elavon and U.S. Bancorp 2000 - 2006
LADCO Financial Group 1987 - 2000
Skills
Asset Protection, Building Relationships, Business Insurance..., Business Succession..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, LGBT Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Personal Finance, Problem Solving, Protection Planning, Relationship Management, Retirement Planning, Account Management, Business Exit Strategy, Wealth Transfer..., Annuity Sales, Employee Benefits, Buy-sell Agreements, 401k Rollovers, Investments, Wealth Preservation...
Education
California Lutheran University 1992 — 1996
Bachelor of Science In Business Administration, Finance
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company 2014 - Present
LEECO Financial Services, Inc. 2006 - 2012
LFG Equipment Finance, a subsidiary of Elavon and U.S. Bancorp 2000 - 2006
LADCO Financial Group 1987 - 2000
Skills
Asset Protection, Building Relationships, Business Insurance..., Business Succession..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, LGBT Planning, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Personal Finance, Problem Solving, Protection Planning, Relationship Management, Retirement Planning, Account Management, Business Exit Strategy, Wealth Transfer..., Annuity Sales, Employee Benefits, Buy-sell Agreements, 401k Rollovers, Investments, Wealth Preservation...
Education
California Lutheran University 1992 — 1996
Bachelor of Science In Business Administration, Finance
Patrick Nee, CRPS Patrick Nee, CRPS's NYLIFE Securities LLC Experience February 2002 - Present
Job Financial Adviser at Alpha Pension Group
Industry Financial Services
Experience
Alpha Pension Group July 2006 - Present
Eagle Strategies, LLC 2004 - Present
NYLIFE Securities LLC February 2002 - Present
Skills
401k, Wealth Management, Employee Benefits, Mutual Funds, Investments, Retirement, Defined Contribution, Retirement Planning, Asset Allocation, Pensions, Series 7, Series 63, Fixed Annuities, Pension Funds, Strategic Financial...
Education
Brown University 1997 — 2001
BA, Organizational Behavior and Management
Saint Raphael Academy 1993 — 1997
High School
Alpha Pension Group July 2006 - Present
Eagle Strategies, LLC 2004 - Present
NYLIFE Securities LLC February 2002 - Present
Skills
401k, Wealth Management, Employee Benefits, Mutual Funds, Investments, Retirement, Defined Contribution, Retirement Planning, Asset Allocation, Pensions, Series 7, Series 63, Fixed Annuities, Pension Funds, Strategic Financial...
Education
Brown University 1997 — 2001
BA, Organizational Behavior and Management
Saint Raphael Academy 1993 — 1997
High School
Norman Chipman Norman Chipman's NYLIFE Securities LLC Experience July 2001 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company July 2001 - Present
NYLIFE Securities LLC July 2001 - Present
Faded Halo 1994 - Present
Sovereign Bank November 1994 - June 2001
Skills
Estate Planning, Retirement, Investments, Customer Service, Strategic Planning, 401k Rollovers, Annuity Sales, Wealth Transfer..., Permanent Life Insurance, Long Term Care Insurance, Business Exit Strategy, Life Insurance...
Education
The American College 2004 — 2012
Chartered Life Underwriter
Bridgewater State College 1989 — 1993
Bachelors of Arts, Speech Communication
New York Life Insurance Company July 2001 - Present
NYLIFE Securities LLC July 2001 - Present
Faded Halo 1994 - Present
Sovereign Bank November 1994 - June 2001
Skills
Estate Planning, Retirement, Investments, Customer Service, Strategic Planning, 401k Rollovers, Annuity Sales, Wealth Transfer..., Permanent Life Insurance, Long Term Care Insurance, Business Exit Strategy, Life Insurance...
Education
The American College 2004 — 2012
Chartered Life Underwriter
Bridgewater State College 1989 — 1993
Bachelors of Arts, Speech Communication
Melanie Y Price, CLU's NYLIFE Securities LLC Experience June 2010 - Present
Job Financial Services Professional with New York Life helping families and retirees in the Raleigh, Durham, and Cary areas
Industry Financial Services
Experience
New York Life Insurance June 2010 - Present
NYLIFE Securities LLC June 2010 - Present
State Farm Insurance November 1997 - June 2010
Skills
Estate Planning, Retirement Planning, Insurance, Small Business, Retirement, 401k Rollovers, Annuity Sales, Key Person Protection, Succession Planning, Licensed Life Insurance..., Asset Protection, CLU, Finance, Public Speaking, Management, Leadership, Life Insurance, IRAs, Customer Service, Team Building, Sales, Social Networking, Marketing
Education
California State University-Chico 1981 — 1985
Bachelors, Communications
New York Life Insurance June 2010 - Present
NYLIFE Securities LLC June 2010 - Present
State Farm Insurance November 1997 - June 2010
Skills
Estate Planning, Retirement Planning, Insurance, Small Business, Retirement, 401k Rollovers, Annuity Sales, Key Person Protection, Succession Planning, Licensed Life Insurance..., Asset Protection, CLU, Finance, Public Speaking, Management, Leadership, Life Insurance, IRAs, Customer Service, Team Building, Sales, Social Networking, Marketing
Education
California State University-Chico 1981 — 1985
Bachelors, Communications
April Leahy April Leahy's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Service Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Insurance
Experience
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company August 2013 - Present
Bank of America May 2008 - July 2013
PTO Volunteer 2003 - 2013
IBM October 1986 - January 2002
Skills
Sales, Account Management, Relationship Management, Customer Satisfaction, Risk Management, Life Insurance, Retirement Planning, Protection..., Estate Planning, Building Relationships, Succession Planning, Networking, Annuity Sales, Asset Protection, Gifting Strategies, Business Insurance..., Personal Finance, Education Funding..., Licensed in Long Term..., Seminar Marketing, Thought Leadership, Charitable Giving, Creative Problem Solving, Key Person Protection, Licensed Life Insurance..., Insurance
Education
Bridgewater State College 1986 — 2002
New England Institute of Technology 1985 — 1987
Bachelor of Science (BS), Electronics Engineering
FES
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company August 2013 - Present
Bank of America May 2008 - July 2013
PTO Volunteer 2003 - 2013
IBM October 1986 - January 2002
Skills
Sales, Account Management, Relationship Management, Customer Satisfaction, Risk Management, Life Insurance, Retirement Planning, Protection..., Estate Planning, Building Relationships, Succession Planning, Networking, Annuity Sales, Asset Protection, Gifting Strategies, Business Insurance..., Personal Finance, Education Funding..., Licensed in Long Term..., Seminar Marketing, Thought Leadership, Charitable Giving, Creative Problem Solving, Key Person Protection, Licensed Life Insurance..., Insurance
Education
Bridgewater State College 1986 — 2002
New England Institute of Technology 1985 — 1987
Bachelor of Science (BS), Electronics Engineering
FES
Jim Eiseman Jim Eiseman's NYLIFE Securities LLC Experience April 2013 - Present
Job Helping young families to develop a sound financial strategy in Western New York.
Industry Insurance
Experience
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company October 2012 - Present
Verizon Wireless February 2005 - August 2012
Twinco Inc February 2002 - June 2005
Skills
Sales, Direct Sales, Account Management, Customer Satisfaction, Customer Retention, 401k Rollovers, Financial Services, Personal Finance, Business Networking, Charitable Giving, IRA Rollovers, Retirement, Retirement Planning, Public Speaking, Small Business, Term Life Insurance, Insurance, Investments, Key Person Insurance, Leadership, Legacies, Legacy Planning, Life Insurance, Life Insurance..., Networking, Problem Solving, Protection..., Selling, Succession Planning, Building Relationships, Business Insurance..., Customer Insight, Multi-generational..., Multi-generational..., Communication, Business Exit Strategy, Creative Problem Solving, Grandchild Gifting, Gifting Strategies, Education Funding..., Estate Planning, Licensed Life Insurance..., Licensed in Long Term..., Permanent Life Insurance, Risk Management, Supplements to Employee..., Time Management, Writing, Wealth Preservation..., Wealth Transfer...
Education
St. Bonaventure University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Economics
West Seneca East Senior High School 1999 — 2003
High School
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company October 2012 - Present
Verizon Wireless February 2005 - August 2012
Twinco Inc February 2002 - June 2005
Skills
Sales, Direct Sales, Account Management, Customer Satisfaction, Customer Retention, 401k Rollovers, Financial Services, Personal Finance, Business Networking, Charitable Giving, IRA Rollovers, Retirement, Retirement Planning, Public Speaking, Small Business, Term Life Insurance, Insurance, Investments, Key Person Insurance, Leadership, Legacies, Legacy Planning, Life Insurance, Life Insurance..., Networking, Problem Solving, Protection..., Selling, Succession Planning, Building Relationships, Business Insurance..., Customer Insight, Multi-generational..., Multi-generational..., Communication, Business Exit Strategy, Creative Problem Solving, Grandchild Gifting, Gifting Strategies, Education Funding..., Estate Planning, Licensed Life Insurance..., Licensed in Long Term..., Permanent Life Insurance, Risk Management, Supplements to Employee..., Time Management, Writing, Wealth Preservation..., Wealth Transfer...
Education
St. Bonaventure University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Canisius College 2003 — 2007
Bachelor of Arts (B.A.), Economics
West Seneca East Senior High School 1999 — 2003
High School
Cody Shill Cody Shill's NYLIFE Securities LLC Experience September 2011 - February 2013
Job National Sales Lead at SunEdison
Industry Renewables & Environment
Experience
SunEdison August 2015 - Present
Evolve Solar, Inc June 2014 - August 2015
Evolve Solar, Inc October 2013 - June 2014
Vivint Solar March 2013 - October 2013
Elite Home Security August 2009 - March 2013
NYLIFE Securities LLC September 2011 - February 2013
Platinum Protection 2007 - 2009
Skills
Sales, Business Development, Sales Management, Leadership, Analysis, Customer Service, Business Planning, Account Management, Management, Marketing, Marketing Strategy, Accounting, New Business Development, Finance, Public Speaking, Strategic Planning, Financial Services, Direct Sales, Microsoft Office
Education
Brigham Young University
Wichita State University
Entrepreneurship
SunEdison August 2015 - Present
Evolve Solar, Inc June 2014 - August 2015
Evolve Solar, Inc October 2013 - June 2014
Vivint Solar March 2013 - October 2013
Elite Home Security August 2009 - March 2013
NYLIFE Securities LLC September 2011 - February 2013
Platinum Protection 2007 - 2009
Skills
Sales, Business Development, Sales Management, Leadership, Analysis, Customer Service, Business Planning, Account Management, Management, Marketing, Marketing Strategy, Accounting, New Business Development, Finance, Public Speaking, Strategic Planning, Financial Services, Direct Sales, Microsoft Office
Education
Brigham Young University
Wichita State University
Entrepreneurship
Rafael Avramov Rafael Avramov's NYLIFE Securities LLC Experience 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
NYLIFE Securities LLC 2015 - Present
adidas 2013 - 2015
adidas 2008 - 2013
Kmart Corporation 2007 - 2008
Finish Line 2004 - 2007
Skills
Leadership, Sales, Personal Finance, Retirement Planning, 401k Rollovers, Education Funding, Risk Management, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Planning, Marketing, P&L, Human Resources, Strategy, Management, Competitive Analysis, Talent Acquisition, Coaching, Business Operations, Process Improvement, Analysis, Driving Results, Merchandising, Pricing, Retail, Store Management, Training, Inventory Management, Visual Merchandising, Loss Prevention, Performance Management, Recruiting, Profit, Budgets, Customer Service, Store Operations, Sales Operations, Assortment, P&L Management, New Store Development, Hiring, Big Box, Merchandise Planning, People Development
Education
Boston University 2010 — 2012
Master of Science (M.Sc.), Business Continuity, Security and Risk Management
Ithaca College 2000 — 2004
Bachelor of Science, Business Administration/Finance
New York Life Insurance Company 2015 - Present
NYLIFE Securities LLC 2015 - Present
adidas 2013 - 2015
adidas 2008 - 2013
Kmart Corporation 2007 - 2008
Finish Line 2004 - 2007
Skills
Leadership, Sales, Personal Finance, Retirement Planning, 401k Rollovers, Education Funding, Risk Management, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Planning, Marketing, P&L, Human Resources, Strategy, Management, Competitive Analysis, Talent Acquisition, Coaching, Business Operations, Process Improvement, Analysis, Driving Results, Merchandising, Pricing, Retail, Store Management, Training, Inventory Management, Visual Merchandising, Loss Prevention, Performance Management, Recruiting, Profit, Budgets, Customer Service, Store Operations, Sales Operations, Assortment, P&L Management, New Store Development, Hiring, Big Box, Merchandise Planning, People Development
Education
Boston University 2010 — 2012
Master of Science (M.Sc.), Business Continuity, Security and Risk Management
Ithaca College 2000 — 2004
Bachelor of Science, Business Administration/Finance
Paul Arroyo Paul Arroyo's NYLIFE Securities LLC Experience March 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2014 - Present
Skills
Leadership, Insurance, Investments, 401k Rollovers, Charitable Giving, Problem Solving, Relationship Management, Customer Retention, Customer Satisfaction, wealth tranfer, Education Funding, Retirement Planning, Finance, Retirement, Securities, Employee Benefits, Management, Financial Services, Life Insurance, Customer Relations, Education Funding...
Education
Binghamton University 1987 — 1991
Bachelor's Degree, Philosophy
Binghamton University 1987 — 1991
Bachelor's degree, Philosophy
NYLIFE Securities LLC March 2014 - Present
Skills
Leadership, Insurance, Investments, 401k Rollovers, Charitable Giving, Problem Solving, Relationship Management, Customer Retention, Customer Satisfaction, wealth tranfer, Education Funding, Retirement Planning, Finance, Retirement, Securities, Employee Benefits, Management, Financial Services, Life Insurance, Customer Relations, Education Funding...
Education
Binghamton University 1987 — 1991
Bachelor's Degree, Philosophy
Binghamton University 1987 — 1991
Bachelor's degree, Philosophy
Frederick A. Rich's NYLIFE Securities LLC Experience November 2009 - December 2012
Job Owner of Rich Financial & Insurance Services
Industry Financial Services
Experience
Rich Financial & Insurance Services January 2013 - Present
NYLIFE Securities LLC November 2009 - December 2012
Citibank June 2006 - September 2009
Skills
Insurance, Retirement, Finance, Securities, Accounting, Analysis, Tax, Retirement Planning, Financial Analysis, Investments, Banking, Credit, Loans, Small Business, Strategy, Mutual Funds, Fixed Annuities
Education
California State University, Fresno 2007 — 2008
MBA, Business Administration
California State University, Fresno 2002 — 2004
Bachelors, Business Administration
Rich Financial & Insurance Services January 2013 - Present
NYLIFE Securities LLC November 2009 - December 2012
Citibank June 2006 - September 2009
Skills
Insurance, Retirement, Finance, Securities, Accounting, Analysis, Tax, Retirement Planning, Financial Analysis, Investments, Banking, Credit, Loans, Small Business, Strategy, Mutual Funds, Fixed Annuities
Education
California State University, Fresno 2007 — 2008
MBA, Business Administration
California State University, Fresno 2002 — 2004
Bachelors, Business Administration
Nicholas A. Silva's NYLIFE Securities LLC Experience 2009 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
Eagle Strategies, LLC May 2014 - Present
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
MetLife Securities, Inc. September 2009 - June 2011
St. John's Preparatory School March 2010 - June 2010
Skills
Estate Planning, Retirement Planning, Life Insurance, Business Planning, Long Term Care Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Education Funding..., Risk Management, Financial Services, 401k Rollovers
Education
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance, 3.4
St. John's Preparatory School
St. John's Preparatory School
Kristina Wetherbee Kristina Wetherbee's NYLIFE Securities LLC Experience November 2012 - May 2014
Job Owner/Operator at PKK Investments, LLC.
Industry Financial Services
Experience
PKK Investments, LLC. May 2014 - Present
NYLIFE Securities LLC November 2012 - May 2014
New York Life Insurance Company July 2012 - May 2014
BYL Risk Management August 2010 - January 2012
TransUnion Background Data Solutions 2008 - August 2010
TransUnion August 2005 - March 2009
TransUnion January 2006 - January 2007
Little People's Landing June 2001 - June 2005
Skills
Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Key Person Protection, Retirement Planning, Communication, Multi Tasking, Thought Leadership, Finance, Credit, Management, Leadership, Sales, Speech, Customer Service, Contract Negotiation, Forecasting, Salesforce.com, Team Building, Project Planning, Marketing, Direct Sales, Negotiation, Public Speaking
Education
DeVry University 2007 — 2010
BS, Technical Business Management
Arapahoe Community College 2004 — 2007
Associates, Financial Services
Leawood Elementary 1985 — 1991
MaxLive!
PKK Investments, LLC. May 2014 - Present
NYLIFE Securities LLC November 2012 - May 2014
New York Life Insurance Company July 2012 - May 2014
BYL Risk Management August 2010 - January 2012
TransUnion Background Data Solutions 2008 - August 2010
TransUnion August 2005 - March 2009
TransUnion January 2006 - January 2007
Little People's Landing June 2001 - June 2005
Skills
Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Key Person Protection, Retirement Planning, Communication, Multi Tasking, Thought Leadership, Finance, Credit, Management, Leadership, Sales, Speech, Customer Service, Contract Negotiation, Forecasting, Salesforce.com, Team Building, Project Planning, Marketing, Direct Sales, Negotiation, Public Speaking
Education
DeVry University 2007 — 2010
BS, Technical Business Management
Arapahoe Community College 2004 — 2007
Associates, Financial Services
Leawood Elementary 1985 — 1991
MaxLive!
James Dressler's NYLIFE Securities LLC Experience December 2013 - August 2015
Job Husband, Father, Veteran and Director at HighPointe Financial Group LLC
Industry Financial Services
Experience
HighPointe Financial Group, LLC August 2015 - Present
Kansas City Chinese Association February 2015 - Present
NYLIFE Securities LLC December 2013 - August 2015
New York Life Insurance Company June 2013 - August 2015
MultiLingual Solutions, Inc. January 2011 - May 2013
United States Air Force November 2009 - December 2010
United States Air Force July 2002 - November 2009
Skills
Foreign Languages, Program Management, Insurance, Translation, Team Leadership, Multilingual, Project Management, Team Building, Microsoft Office, Retirement, Life Insurance, Retirement Planning, Small Business, Asset Protection, Estate Planning, 401k Rollovers, Succession Planning, MS Office Suite, Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Key Person Protection, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Investments, Chinese, Military Operations, Military, Intelligence Analysis, Intelligence, Government, DoD, Customer Service, Defense, Leadership, Management
Education
Bellevue University 2009 — 2010
BS, Business
Community College of the Air Force 2002 — 2010
AAS, Communications Application Technology
Defense Language Institute 2002 — 2004
Diploma with Honors, Mandarin Chinese
HighPointe Financial Group, LLC August 2015 - Present
Kansas City Chinese Association February 2015 - Present
NYLIFE Securities LLC December 2013 - August 2015
New York Life Insurance Company June 2013 - August 2015
MultiLingual Solutions, Inc. January 2011 - May 2013
United States Air Force November 2009 - December 2010
United States Air Force July 2002 - November 2009
Skills
Foreign Languages, Program Management, Insurance, Translation, Team Leadership, Multilingual, Project Management, Team Building, Microsoft Office, Retirement, Life Insurance, Retirement Planning, Small Business, Asset Protection, Estate Planning, 401k Rollovers, Succession Planning, MS Office Suite, Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Key Person Protection, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Investments, Chinese, Military Operations, Military, Intelligence Analysis, Intelligence, Government, DoD, Customer Service, Defense, Leadership, Management
Education
Bellevue University 2009 — 2010
BS, Business
Community College of the Air Force 2002 — 2010
AAS, Communications Application Technology
Defense Language Institute 2002 — 2004
Diploma with Honors, Mandarin Chinese
William Ferrara's NYLIFE Securities LLC Experience January 1999 - Present
Job Financial Services Professional helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC January 1999 - Present
UniFirst Corporation September 1982 - February 1996
Skills
Sales, Healthcare, Strategic Planning, Sales Management, Team Building, Budgets, Leadership, Investments, Coaching, Long-term Care, Insurance, Strategy, Business Planning, Management, Program Management, Public Speaking, Follow Through, Leadership Development, Employee Benefits, Training, Managed Care, honesty, communication, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Estate Planning, Personal Finance, Retirement Income..., Wealth Preservation..., Buy-sell Agreements, Business Insurance..., Mutual Funds, Small Business, Risk Management, Permanent Life Insurance
Education
Boston University 1973 — 1980
b.a.s., business, finance
Massachusetts College of Pharmacy and Health Sciences 1975 — 1978
pharmacy
NYLIFE Securities LLC January 1999 - Present
UniFirst Corporation September 1982 - February 1996
Skills
Sales, Healthcare, Strategic Planning, Sales Management, Team Building, Budgets, Leadership, Investments, Coaching, Long-term Care, Insurance, Strategy, Business Planning, Management, Program Management, Public Speaking, Follow Through, Leadership Development, Employee Benefits, Training, Managed Care, honesty, communication, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Estate Planning, Personal Finance, Retirement Income..., Wealth Preservation..., Buy-sell Agreements, Business Insurance..., Mutual Funds, Small Business, Risk Management, Permanent Life Insurance
Education
Boston University 1973 — 1980
b.a.s., business, finance
Massachusetts College of Pharmacy and Health Sciences 1975 — 1978
pharmacy
Janice Montgomery's NYLIFE Securities LLC Experience April 2014 - Present
Job Passionately protecting Families and Businesses as a Financial Services Professional with New York Life
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
NYLIFE Securities LLC April 2014 - Present
HDL Companies 2009 - 2013
Wells Fargo Bank, N.A. 1990 - 1992
ADP 1988 - 1990
Chase National Corporate Services 1986 - 1988
Wells Fargo Bank, N.A. 1978 - 1986
Skills
Finance, Retirement, Financial Services, Mortgage Lending, Banking, Insurance, Loans, Commercial Banking, Cash Management, Investments, Sales Process, Small Business, Supplements to Employee..., Wealth Preservation..., Account Management, Customer Relations, Education Funding..., Long-Term Care Insurance, Long Term Care Insurance
Education
California State Polytechnic University-Pomona 1987 — 1988
Bachelor's Degree, Finance, Real Estate & Law
Arcadia High School 1973 — 1976
High School
New York Life Insurance Company 2014 - Present
NYLIFE Securities LLC April 2014 - Present
HDL Companies 2009 - 2013
Wells Fargo Bank, N.A. 1990 - 1992
ADP 1988 - 1990
Chase National Corporate Services 1986 - 1988
Wells Fargo Bank, N.A. 1978 - 1986
Skills
Finance, Retirement, Financial Services, Mortgage Lending, Banking, Insurance, Loans, Commercial Banking, Cash Management, Investments, Sales Process, Small Business, Supplements to Employee..., Wealth Preservation..., Account Management, Customer Relations, Education Funding..., Long-Term Care Insurance, Long Term Care Insurance
Education
California State Polytechnic University-Pomona 1987 — 1988
Bachelor's Degree, Finance, Real Estate & Law
Arcadia High School 1973 — 1976
High School
Veronique Sylvia Veronique Sylvia's NYLIFE Securities LLC Experience August 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company March 2013 - Present
Skills
Financial Services, Retirement, Small Business, Estate Planning, Asset Protection, Retirement Planning, 401k Rollovers, Protection..., Wealth Preservation..., Multi-generational..., Gifting Strategies, Legacies, Multi-generational..., Key Person Protection, Succession Planning, Workshop Facilitation, Business Development, Insurance, Management, New Business Development, Leadership, Strategic Planning, Public Speaking, communication, Time Management
Education
American University 1995 — 1998
Bachelor of Arts (B.A.)
University of Maryland College Park 1994 — 1995
Northern Highlands Regional High School 1990 — 1994
St. Elizabeth's 1981 — 1990
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company March 2013 - Present
Skills
Financial Services, Retirement, Small Business, Estate Planning, Asset Protection, Retirement Planning, 401k Rollovers, Protection..., Wealth Preservation..., Multi-generational..., Gifting Strategies, Legacies, Multi-generational..., Key Person Protection, Succession Planning, Workshop Facilitation, Business Development, Insurance, Management, New Business Development, Leadership, Strategic Planning, Public Speaking, communication, Time Management
Education
American University 1995 — 1998
Bachelor of Arts (B.A.)
University of Maryland College Park 1994 — 1995
Northern Highlands Regional High School 1990 — 1994
St. Elizabeth's 1981 — 1990
Kevin Gates, CLU's NYLIFE Securities LLC Experience April 2014 - Present
Job Registered Representative at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2014 - Present
New York Life September 2003 - March 2014
Amerada Hess Corporation October 2000 - April 2003
TXU / Enserch Energy April 1986 - August 1998
Skills
Insurance, Investments, Sales, Small Business, Retirement Planning, Business Planning, Strategic Planning, Sales Management, Strategic Financial..., New Business Development, Leadership, Public Speaking, Business Development, Team Building, Financial Services
Education
Boston College 1981 — 1985
BS, Biology
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2014 - Present
New York Life September 2003 - March 2014
Amerada Hess Corporation October 2000 - April 2003
TXU / Enserch Energy April 1986 - August 1998
Skills
Insurance, Investments, Sales, Small Business, Retirement Planning, Business Planning, Strategic Planning, Sales Management, Strategic Financial..., New Business Development, Leadership, Public Speaking, Business Development, Team Building, Financial Services
Education
Boston College 1981 — 1985
BS, Biology
Alma Welch's NYLIFE Securities LLC Experience November 2006 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC November 2006 - Present
New York Life Insurance Company December 2004 - Present
Skill Source June 1997 - August 2003
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Employee Benefits, Life Insurance, Long Term Care Insurance, Financial Services, Investments, Mutual Funds, Variable Annuities
Education
Big Bend Community College
NYLIFE Securities LLC November 2006 - Present
New York Life Insurance Company December 2004 - Present
Skill Source June 1997 - August 2003
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Employee Benefits, Life Insurance, Long Term Care Insurance, Financial Services, Investments, Mutual Funds, Variable Annuities
Education
Big Bend Community College
Gina Stormont Gina Stormont's NYLIFE Securities LLC Experience December 2003 - Present
Job Holistic Adviser helping professionals, businesses and pre & postretirees build, protect & distribute wealth.
Industry Financial Services
Experience
Stormont Financial Strategies October 2008 - Present
Eagle Strategies LLC April 2007 - Present
New York Life Insurance Company December 2003 - Present
NYLIFE Securities LLC December 2003 - Present
Scholastic, Random House, Disney, Natalis Press and EP Dutton September 1987 - September 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Public Speaking, Thought Leadership, Time Management
Education
The American College 2008 — 2014
ChFC, Finance, General
Baruch College 1983 — 1987
Business, Management, Marketing, and Related Support Services
Stormont Financial Strategies October 2008 - Present
Eagle Strategies LLC April 2007 - Present
New York Life Insurance Company December 2003 - Present
NYLIFE Securities LLC December 2003 - Present
Scholastic, Random House, Disney, Natalis Press and EP Dutton September 1987 - September 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Public Speaking, Thought Leadership, Time Management
Education
The American College 2008 — 2014
ChFC, Finance, General
Baruch College 1983 — 1987
Business, Management, Marketing, and Related Support Services
Chris Filibeck Chris Filibeck's NYLIFE Securities LLC Experience April 2010 - Present
Job Financial Services Professional helping clients with custom tailored solutions
Industry Financial Services
Experience
NYLIFE Securities LLC April 2010 - Present
New York Life Insurance Company October 2009 - Present
Bismarck Tribune March 2003 - July 2009
Skills
Insurance, Retirement, Fixed Annuities, Estate Planning, Life Insurance, IRAs, Retirement Planning, Financial Services, Long-term Care, Term Life Insurance, Licensed Life & Health..., Variable Products, Advertising, 401k, Mutual Funds, Disability Insurance, Recruiting, Tax Diversification...
Education
University of Mary 2002 — 2003
Bachelor's degree, Business Administration
Bismarck State College 2000 — 2002
Associate's degree, Business
glen ullin
NYLIFE Securities LLC April 2010 - Present
New York Life Insurance Company October 2009 - Present
Bismarck Tribune March 2003 - July 2009
Skills
Insurance, Retirement, Fixed Annuities, Estate Planning, Life Insurance, IRAs, Retirement Planning, Financial Services, Long-term Care, Term Life Insurance, Licensed Life & Health..., Variable Products, Advertising, 401k, Mutual Funds, Disability Insurance, Recruiting, Tax Diversification...
Education
University of Mary 2002 — 2003
Bachelor's degree, Business Administration
Bismarck State College 2000 — 2002
Associate's degree, Business
glen ullin
Lan Anh Vu ,LUTCF, CLTC's NYLIFE Securities LLC Experience April 2008 - Present
Job Passionate Agent with New York Life providing protection and wealth accumulation solutions forFamilies and Professionals
Industry Financial Services
Experience
New York Life Insurance Company April 2008 - Present
NYLIFE Securities LLC April 2008 - Present
Metlife Insurance Company January 2000 - April 2008
Skills
Financial Services, Fixed Annuities, Retirement Planning, Mutual Funds, Life Insurance, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, 401(k) Rollovers, Asset Protection, Lifetime Income..., Protection..., Risk Management, 401k Rollovers, Financial Planning, Retirement, Insurance, Securities, Finance
Education
California State University-Northridge 1983 — 1988
Bachelor's degree in Computer Science, Computer and Information Sciences and Support Services
New York Life Insurance Company April 2008 - Present
NYLIFE Securities LLC April 2008 - Present
Metlife Insurance Company January 2000 - April 2008
Skills
Financial Services, Fixed Annuities, Retirement Planning, Mutual Funds, Life Insurance, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Equities, 401(k) Rollovers, Asset Protection, Lifetime Income..., Protection..., Risk Management, 401k Rollovers, Financial Planning, Retirement, Insurance, Securities, Finance
Education
California State University-Northridge 1983 — 1988
Bachelor's degree in Computer Science, Computer and Information Sciences and Support Services
David Acker David Acker's NYLIFE Securities LLC Experience September 2015 - Present
Job Dedicated Financial Services Professional and Licensed Insurance Agent Helping To Protect Families & Small Businesses
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
The TAX Zone 2014 - 2015
Heritage Home Group, LLC 2013 - 2014
DAVITO'S Italian Restaurant 2010 - 2013
Quiznos 2006 - 2010
JJ Browne/Just Bottoms & Tops 1991 - 2006
Digital Music Arts 1987 - 1991
Skills
Customer Service, Sales, Team Building, Management, Inventory Management, Time Management, Merchandising, Microsoft Office, Microsoft Word, Food & Beverage, Microsoft Excel, Teamwork, Restaurants, Driving Results, P&L Management, Public Speaking, Restaurant Management, Food, Food Service, Financial Services, Life Insurance, Securities, Retirement Planning, College Funding..., Annuity Sales
Education
New York University 1982 — 1985
Bachelor's Degree, Computer Science
California Institute of the Arts
Music
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
The TAX Zone 2014 - 2015
Heritage Home Group, LLC 2013 - 2014
DAVITO'S Italian Restaurant 2010 - 2013
Quiznos 2006 - 2010
JJ Browne/Just Bottoms & Tops 1991 - 2006
Digital Music Arts 1987 - 1991
Skills
Customer Service, Sales, Team Building, Management, Inventory Management, Time Management, Merchandising, Microsoft Office, Microsoft Word, Food & Beverage, Microsoft Excel, Teamwork, Restaurants, Driving Results, P&L Management, Public Speaking, Restaurant Management, Food, Food Service, Financial Services, Life Insurance, Securities, Retirement Planning, College Funding..., Annuity Sales
Education
New York University 1982 — 1985
Bachelor's Degree, Computer Science
California Institute of the Arts
Music
Supriya Bakshi Supriya Bakshi's NYLIFE Securities LLC Experience August 1996 - Present
Job Agent at New York Life Insurance Company specializing in Insurance Protection and Retirement Planning.
Industry Financial Services
Experience
NYLIFE Securities LLC August 1996 - Present
New York Life Insurance Company August 1996 - Present
Education
Lady Shri Ram College For Women
Bachelor's degree in Psychology
NYLIFE Securities LLC August 1996 - Present
New York Life Insurance Company August 1996 - Present
Education
Lady Shri Ram College For Women
Bachelor's degree in Psychology
Timothy Rhoads Timothy Rhoads's NYLIFE Securities LLC Experience September 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
Sierra Nevada Corporation July 2009 - July 2015
United States Air Force June 2005 - June 2009
Education
American Military University 2012 — 2016
Master’s Degree, Business Administration and Management, General
Columbia College 2009 — 2011
Bachelor’s Degree, General Studies
Community College of the Air Force 2005 — 2007
Associate’s Degree, Applied Communications
Defense Language Institute 2005 — 2007
Associate’s Degree, Chinese Mandarin
Benedictine University 2003 — 2005
History Teacher Education
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
Sierra Nevada Corporation July 2009 - July 2015
United States Air Force June 2005 - June 2009
Education
American Military University 2012 — 2016
Master’s Degree, Business Administration and Management, General
Columbia College 2009 — 2011
Bachelor’s Degree, General Studies
Community College of the Air Force 2005 — 2007
Associate’s Degree, Applied Communications
Defense Language Institute 2005 — 2007
Associate’s Degree, Chinese Mandarin
Benedictine University 2003 — 2005
History Teacher Education
Russell James Sr Russell James Sr's NYLIFE Securities LLC Experience March 2012 - July 2013
Job Financial Advisor
Industry Financial Services
Experience
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
CPS Financial Services - (Financial Strategies For Life) August 2013 - Present
National Life Group August 2013 - Present
NYLIFE Securities, LLC March 2012 - July 2013
New York Life Insurance Company March 2012 - July 2013
MetLife Securities April 2009 - February 2012
MetLife April 2009 - February 2012
World Financial Group (WFG) February 2003 - July 2009
Citizens Financial Mortgage Corp. November 2007 - May 2009
Prime Star Mortgage Corporation March 2004 - October 2007
South Shore Mortgage Corporation February 2001 - March 2004
Skills
Fixed Annuities, Life Insurance, Insurance, Long Term Care Insurance, Annuity Sales, Voluntary Employee..., Final Expense Planning, Business Continuity...
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Cayuga County Community College 1978 — 1980
ASSOC, Business Administration
Brandon Trammell Brandon Trammell's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Services Professional helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company May 2014 - Present
Skills
Retirement Planning, Public Speaking, Life Insurance, Insurance, Retirement, Series 63, Securities, Investments, Succession Planning, Key Person Protection, Wealth Preservation..., Mutual Funds
Education
Sonoma State University 2004 — 2006
sociology
CSU Chico 1998 — 2001
Child Development & early childhood education
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company May 2014 - Present
Skills
Retirement Planning, Public Speaking, Life Insurance, Insurance, Retirement, Series 63, Securities, Investments, Succession Planning, Key Person Protection, Wealth Preservation..., Mutual Funds
Education
Sonoma State University 2004 — 2006
sociology
CSU Chico 1998 — 2001
Child Development & early childhood education
Michael Naixin Li Michael Naixin Li's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company March 2015 - Present
Microsoft October 1995 - September 2014
Skills
Win32 API, Software Engineering, Distributed Systems, Software Design, C#, Test Automation, Multithreading, Debugging, .NET, Performance Testing, Windows Internals, Powershell, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Education Funding..., 401(k) Rollovers, Retirement Planning
Education
Colorado State University
Doctor of Philosophy (Ph.D.), Computer Science
Shanghai University of Science and Technology
Master's degree, Computer Science
Beijing Institute of Technology
Bachelor of Science (BS), Computer Science & Engineering
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company March 2015 - Present
Microsoft October 1995 - September 2014
Skills
Win32 API, Software Engineering, Distributed Systems, Software Design, C#, Test Automation, Multithreading, Debugging, .NET, Performance Testing, Windows Internals, Powershell, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Education Funding..., 401(k) Rollovers, Retirement Planning
Education
Colorado State University
Doctor of Philosophy (Ph.D.), Computer Science
Shanghai University of Science and Technology
Master's degree, Computer Science
Beijing Institute of Technology
Bachelor of Science (BS), Computer Science & Engineering
Michael Bierman Michael Bierman's NYLIFE Securities LLC Experience January 2012 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2012 - Present
ThermaTech LLC 2001 - 2013
Community Medical & Dental Care 2006 - 2008
Rockland County Adult Home 1999 - 2006
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Small Business, Financial Services, IRAs, Whole Life, Roth IRA, 401k, Investments, Health Insurance, Nonprofits, Fixed Annuities, Buy-sell Agreements, Finance, Non-profits, Employee Benefits, Management, Estate Planning, Retirement, Legacies, Analysis, Mutual Funds, Personal Finance, Universal Life, legacy planning, Supplements to Employee..., Whole Life Insurance, Education Funding..., Business Insurance..., Grandchild Gifting, Strategic Planning, Permanent Life Insurance, 401k Rollovers, Securities, Wealth Preservation..., 401(K) Rollovers, Long-Term Care Insurance
Education
Yeshiva University 1979 — 1981
MSW, Community Organization
Brandeis University 1970 — 1972
MA, Contemporary Jewish studies
Long Island University, Brooklyn Campus
BA, Psychology
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2012 - Present
ThermaTech LLC 2001 - 2013
Community Medical & Dental Care 2006 - 2008
Rockland County Adult Home 1999 - 2006
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Small Business, Financial Services, IRAs, Whole Life, Roth IRA, 401k, Investments, Health Insurance, Nonprofits, Fixed Annuities, Buy-sell Agreements, Finance, Non-profits, Employee Benefits, Management, Estate Planning, Retirement, Legacies, Analysis, Mutual Funds, Personal Finance, Universal Life, legacy planning, Supplements to Employee..., Whole Life Insurance, Education Funding..., Business Insurance..., Grandchild Gifting, Strategic Planning, Permanent Life Insurance, 401k Rollovers, Securities, Wealth Preservation..., 401(K) Rollovers, Long-Term Care Insurance
Education
Yeshiva University 1979 — 1981
MSW, Community Organization
Brandeis University 1970 — 1972
MA, Contemporary Jewish studies
Long Island University, Brooklyn Campus
BA, Psychology
Atonn Smeltzer Atonn Smeltzer's NYLIFE Securities LLC Experience January 2013 - Present
Job Devoted Financial Services Professional, helping families and businesses take the guesswork out of their financial goals
Industry Insurance
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company May 2012 - Present
Skills
Retirement, 401(k) Rollovers, Life Insurance, Retirement Planning, Investments, Long-Term Care Insurance, Key Person Protection, Small Business, LGBT Planning, Fixed Annuities, Estate Planning, Licensed Life Insurance..., Public Speaking, Leadership, Succession Planning, Protection..., Business Insurance...
Education
Bowling Green State University 2004 — 2011
Bachelor of Arts, Music Performance, Computer Science
Baldwin Wallace University
No degree received, Voice and Opera
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company May 2012 - Present
Skills
Retirement, 401(k) Rollovers, Life Insurance, Retirement Planning, Investments, Long-Term Care Insurance, Key Person Protection, Small Business, LGBT Planning, Fixed Annuities, Estate Planning, Licensed Life Insurance..., Public Speaking, Leadership, Succession Planning, Protection..., Business Insurance...
Education
Bowling Green State University 2004 — 2011
Bachelor of Arts, Music Performance, Computer Science
Baldwin Wallace University
No degree received, Voice and Opera
Ciro Mello Ciro Mello's NYLIFE Securities LLC Experience September 2011 - April 2013
Job Discovery Solutions Coordinator at EBSCO Publishing
Industry Financial Services
Experience
EBSCO December 2012 - Present
NYLIFE Securities LLC September 2011 - April 2013
Calçados Samello S.A September 1990 - August 2011
Cole Haan June 1989 - August 1990
Skills
Corporate Finance, Budget, Feasibility Studies, Pricing, Strategic Planning, Business Development, Brazilian Market..., Negotiation, Consulting, General Management, Life Insurance, Long-Term Care Insurance, Disability Insurance, College Savings Plans, Retirement Planning
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MSIA/MBA, Finance and Operations
Universidade Presbiteriana Mackenzie / Universidade Mackenzie 1981 — 1985
Bachelor's of Science, Mechanical Engineering
EBSCO December 2012 - Present
NYLIFE Securities LLC September 2011 - April 2013
Calçados Samello S.A September 1990 - August 2011
Cole Haan June 1989 - August 1990
Skills
Corporate Finance, Budget, Feasibility Studies, Pricing, Strategic Planning, Business Development, Brazilian Market..., Negotiation, Consulting, General Management, Life Insurance, Long-Term Care Insurance, Disability Insurance, College Savings Plans, Retirement Planning
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MSIA/MBA, Finance and Operations
Universidade Presbiteriana Mackenzie / Universidade Mackenzie 1981 — 1985
Bachelor's of Science, Mechanical Engineering
Joey Janoch Joey Janoch's NYLIFE Securities LLC Experience August 2012 - April 2014
Job Inside Sales Representative at Forum Energy Technologies
Industry Oil & Energy
Experience
Forum Energy Technologies April 2014 - Present
NYLIFE Securities LLC August 2012 - April 2014
New York Life Insurance Company January 2012 - April 2014
Aces A/C Supply, Inc. August 2009 - January 2012
PetSmart June 2006 - August 2009
Skills
Customer Service, Sales, Multi-tasking Skills, Time Management, Thought Leadership, Management, Microsoft Office, Inside Sales, Sales Management, Marketing Strategy, Team Building, Leadership
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Alvin Community College 2002 — 2005
Associate of Science (A.S.), Business
Alvin High School 1998 — 2002
Forum Energy Technologies April 2014 - Present
NYLIFE Securities LLC August 2012 - April 2014
New York Life Insurance Company January 2012 - April 2014
Aces A/C Supply, Inc. August 2009 - January 2012
PetSmart June 2006 - August 2009
Skills
Customer Service, Sales, Multi-tasking Skills, Time Management, Thought Leadership, Management, Microsoft Office, Inside Sales, Sales Management, Marketing Strategy, Team Building, Leadership
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Alvin Community College 2002 — 2005
Associate of Science (A.S.), Business
Alvin High School 1998 — 2002
Carlos A. Cortez's NYLIFE Securities LLC Experience June 2010 - July 2013
Job Internal Life Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Eagle Strategies LLC September 2012 - July 2013
New York Life Insurance Company June 2010 - July 2013
NYLIFE Securities LLC June 2010 - July 2013
Citibank November 2006 - June 2010
Citibank May 2003 - October 2006
Citigroup June 2001 - May 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Key Person Protection, Protection..., Wealth Preservation..., Asset Protection, Communication, Investments, Retirement Planning, Small Business, Succession Planning, Multi-tasking Skills, Time Management
Education
City University of New York-Baruch College 1995 — 2001
BBA, Finance and Investments
New York Life Insurance Company August 2013 - Present
Eagle Strategies LLC September 2012 - July 2013
New York Life Insurance Company June 2010 - July 2013
NYLIFE Securities LLC June 2010 - July 2013
Citibank November 2006 - June 2010
Citibank May 2003 - October 2006
Citigroup June 2001 - May 2003
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Key Person Protection, Protection..., Wealth Preservation..., Asset Protection, Communication, Investments, Retirement Planning, Small Business, Succession Planning, Multi-tasking Skills, Time Management
Education
City University of New York-Baruch College 1995 — 2001
BBA, Finance and Investments
Alexander Charles Hosey Alexander Charles Hosey's NYLIFE Securities LLC Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company December 2013 - Present
Bryant University 2012 - December 2013
Pauly Pentas Italian Deli 2005 - April 2013
Skills
401k Rollovers, Insurance, Life Insurance, Estate Planning, IRA Rollovers, Education Funding..., Annuity Sales, Protection..., Lifetime Income..., Supplements to Employee..., Wealth Preservation..., Asset Protection, Licensed in Long Term..., Personal Finance
Education
Bryant University 2011 — 2013
Bachelor of Science (BS), Finance
Community College of Rhode Island 2011 — 2013
Associate in Science (AS), Business Administration and Management
New England Institute of Technology 2007 — 2008
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company December 2013 - Present
Bryant University 2012 - December 2013
Pauly Pentas Italian Deli 2005 - April 2013
Skills
401k Rollovers, Insurance, Life Insurance, Estate Planning, IRA Rollovers, Education Funding..., Annuity Sales, Protection..., Lifetime Income..., Supplements to Employee..., Wealth Preservation..., Asset Protection, Licensed in Long Term..., Personal Finance
Education
Bryant University 2011 — 2013
Bachelor of Science (BS), Finance
Community College of Rhode Island 2011 — 2013
Associate in Science (AS), Business Administration and Management
New England Institute of Technology 2007 — 2008
Len Panek Len Panek's NYLIFE Securities LLC Experience September 2014 - Present
Job Financial services professional helping young families, high net worth individuals, retirees, and small business owners.
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities, LLC September 2014 - Present
The Mutual Fund Store October 2007 - December 2013
Charles Schwab May 2000 - May 2007
Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...
Education
Canisius College
Bishop Timon High School 1988 — 1992
High School
New York Life Insurance Company September 2014 - Present
NYLIFE Securities, LLC September 2014 - Present
The Mutual Fund Store October 2007 - December 2013
Charles Schwab May 2000 - May 2007
Skills
Retirement Planning, Estate Planning, Lifetime Income..., 401k Rollovers, Small Business, Buy-sell Agreements, Supplements to Employee..., Business Insurance..., Business Income..., Life Insurance, Wealth Preservation..., Asset Protection, Education Funding, Personal Finance, Licensed in Long Term...
Education
Canisius College
Bishop Timon High School 1988 — 1992
High School
Alexander C Guzman's NYLIFE Securities LLC Experience April 2009 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2009 - Present
First Choice Insurance Agency January 2005 - April 2007
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Retirement, IRAs, College Savings Plans, Insurance, Roth IRA, Securities, Financial Services, Small Business, Series 7, Series 63, 401k, Estate Planning, Finance, Mutual Funds, Variable Annuities, Wealth Accumulation
Education
Benedictine University 2001 — 2003
AA, Marketing and Business
ASA
NYLIFE Securities LLC April 2009 - Present
First Choice Insurance Agency January 2005 - April 2007
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Retirement, IRAs, College Savings Plans, Insurance, Roth IRA, Securities, Financial Services, Small Business, Series 7, Series 63, 401k, Estate Planning, Finance, Mutual Funds, Variable Annuities, Wealth Accumulation
Education
Benedictine University 2001 — 2003
AA, Marketing and Business
ASA
Andrew Morgens's NYLIFE Securities LLC Experience April 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company October 2013 - Present
Morgens Properties New England, LLC June 2008 - Present
Skills
Relationship Management, Building Relationships, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Key Person Insurance, Supplements to Employee..., Charitable Giving, Gifting Strategies, Legacy Planning, Multi-Generational..., Wealth Preservation..., Wealth Transfer..., Asset Protection, Retirement Planning, 401(k) Rollovers, IRA Rollovers, Investments, Education Funding..., Licensed Life Insurance..., Licensed in Long Term..., Life Insurance..., Life Insurance, Finance, Strategy, Asset Management, Mutual Funds, Retirement, Insurance, Securities, Financial Services, Portfolio Management
Education
Boston College - Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Bowdoin College 1990 — 1994
BA, Biology
Westminster Schools
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company October 2013 - Present
Morgens Properties New England, LLC June 2008 - Present
Skills
Relationship Management, Building Relationships, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Key Person Insurance, Supplements to Employee..., Charitable Giving, Gifting Strategies, Legacy Planning, Multi-Generational..., Wealth Preservation..., Wealth Transfer..., Asset Protection, Retirement Planning, 401(k) Rollovers, IRA Rollovers, Investments, Education Funding..., Licensed Life Insurance..., Licensed in Long Term..., Life Insurance..., Life Insurance, Finance, Strategy, Asset Management, Mutual Funds, Retirement, Insurance, Securities, Financial Services, Portfolio Management
Education
Boston College - Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Bowdoin College 1990 — 1994
BA, Biology
Westminster Schools
Bryan Perretta's NYLIFE Securities LLC Experience April 2001 - Present
Job Financial Services Professional helping families in the Greater Philadelphia area since 2001
Industry Financial Services
Experience
New York Life April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
dominick's pizza May 1995 - April 2001
Skills
Long Term Care, Annuities, Retirement Planning, Financial Planning, Mutual Funds, Insurance, Investments, Disability Insurance, IRA's, Retirement, Insurance Planning, Employee Benefits, Pensions, Health Insurance, 529 Plans, Securities, Term Life Insurance, 401k, Financial Analysis, Fixed Annuities, 401k Rollovers, Annuity Sales, Estate Planning, LUTCF, Multi-generational..., Finance, Small Business, Long Term Care Insurance, IRAs, Long-term Care, Financial Services, Wealth Accumulation, Series 6, Life Insurance, Whole Life, Series 63, Universal Life, FINRA, Roth IRA, College Savings Plans, Variable Annuities, Key Person Insurance, Buy-sell Agreements, Permanent Life Insurance, Retirement Savings, Personal Finance, Income Protection, Wealth Management..., Qualified Retirement..., Personal Financial...
Education
Bucks County Community College 1997 — 1998
none, Business/Commerce, General
New York Life April 2001 - Present
NYLIFE Securities LLC April 2001 - Present
dominick's pizza May 1995 - April 2001
Skills
Long Term Care, Annuities, Retirement Planning, Financial Planning, Mutual Funds, Insurance, Investments, Disability Insurance, IRA's, Retirement, Insurance Planning, Employee Benefits, Pensions, Health Insurance, 529 Plans, Securities, Term Life Insurance, 401k, Financial Analysis, Fixed Annuities, 401k Rollovers, Annuity Sales, Estate Planning, LUTCF, Multi-generational..., Finance, Small Business, Long Term Care Insurance, IRAs, Long-term Care, Financial Services, Wealth Accumulation, Series 6, Life Insurance, Whole Life, Series 63, Universal Life, FINRA, Roth IRA, College Savings Plans, Variable Annuities, Key Person Insurance, Buy-sell Agreements, Permanent Life Insurance, Retirement Savings, Personal Finance, Income Protection, Wealth Management..., Qualified Retirement..., Personal Financial...
Education
Bucks County Community College 1997 — 1998
none, Business/Commerce, General
Lovely Ravelo, MBA's NYLIFE Securities LLC Experience October 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2008
Bank of America 1998 - 2005
Skills
401(k) Rollovers, Annuity Sales, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Small Business
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Leadership & Managing Organizational Change
California State University-Fullerton 1999 — 2003
Bachelor of Arts (BA), Business Administration
Western High School
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company July 2012 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2008
Bank of America 1998 - 2005
Skills
401(k) Rollovers, Annuity Sales, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Retirement Planning, Small Business
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Leadership & Managing Organizational Change
California State University-Fullerton 1999 — 2003
Bachelor of Arts (BA), Business Administration
Western High School
Adam Herzing, CFP®'s NYLIFE Securities LLC Experience December 2007 - Present
Job Adam Herzing is a CERTIFIED FINANCIAL PLANNER ™ professional
Industry Financial Services
Experience
Eagle Strategies, LLC January 2010 - Present
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company November 2007 - Present
National Football League May 2002 - January 2007
Skills
401k Rollovers, Estate Planning, Small Business, Business Succession..., Charitable Giving, Investments, Key Person Insurance, Life Insurance..., Problem Solving, Retirement Planning, IRA Rollovers
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor's Degree, Electrical Engineering
Eagle Strategies, LLC January 2010 - Present
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company November 2007 - Present
National Football League May 2002 - January 2007
Skills
401k Rollovers, Estate Planning, Small Business, Business Succession..., Charitable Giving, Investments, Key Person Insurance, Life Insurance..., Problem Solving, Retirement Planning, IRA Rollovers
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelor's Degree, Electrical Engineering
Robert (Bobby) Abendroth's NYLIFE Securities LLC Experience October 2014 - Present
Job Passionate Financial Services Professional serving and helping individuals and families achieve their financial goals
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company August 2014 - Present
Eaton Vance August 2012 - August 2014
PwC August 2007 - August 2012
Skills
Insurance, Retirement Planning, College Education..., Financial Services, Retirement, Risk Management, Estate Planning, Small Business, Strategic Planning, Wealth Preservation..., Variable Annuities, Education Funding..., Whole Life Insurance, Fixed Annuities, Wealth Transfer..., Annuity Sales, Investments, 401(k) Rollovers
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MSA, Accounting
Colby College 2002 — 2006
Bachelor of Arts (B.A.)
Buckingham Brown & Nichols
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company August 2014 - Present
Eaton Vance August 2012 - August 2014
PwC August 2007 - August 2012
Skills
Insurance, Retirement Planning, College Education..., Financial Services, Retirement, Risk Management, Estate Planning, Small Business, Strategic Planning, Wealth Preservation..., Variable Annuities, Education Funding..., Whole Life Insurance, Fixed Annuities, Wealth Transfer..., Annuity Sales, Investments, 401(k) Rollovers
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MSA, Accounting
Colby College 2002 — 2006
Bachelor of Arts (B.A.)
Buckingham Brown & Nichols
Richard Seth Hudson, J.D.'s NYLIFE Securities LLC Experience June 2012 - Present
Job Financial Services Professional at NYLIFE Securitites LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company December 2011 - Present
Hickory Farms 1999 - 2007
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-Tasking Skills, Time Management, Thought Leadership
Education
Boston University 1978 — 1982
BA, English Literature
Cheltenham High School 1975 — 1978
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company December 2011 - Present
Hickory Farms 1999 - 2007
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-Tasking Skills, Time Management, Thought Leadership
Education
Boston University 1978 — 1982
BA, English Literature
Cheltenham High School 1975 — 1978
Michelle Ksidakis's NYLIFE Securities LLC Experience November 1991 - Present
Job Financial Adviser
Industry Financial Services
Experience
NYLIFE Securities LLC November 1991 - Present
Eagle Strategies LLC November 1990 - Present
New York Life Insurance Company November 1990 - Present
Skills
Retirement, Insurance, Retirement Planning, Securities, Finance, 401k Rollovers, Life Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, IRAs, Long-term Care, Mutual Funds, Long Term Care Insurance, Wealth, College Savings Plans, Roth IRA, Health Insurance, 401k, Whole Life
Education
California State University-Sacramento 1980 — 1983
BA, Business
NYLIFE Securities LLC November 1991 - Present
Eagle Strategies LLC November 1990 - Present
New York Life Insurance Company November 1990 - Present
Skills
Retirement, Insurance, Retirement Planning, Securities, Finance, 401k Rollovers, Life Insurance, Investments, Disability Insurance, Fixed Annuities, Term Life Insurance, IRAs, Long-term Care, Mutual Funds, Long Term Care Insurance, Wealth, College Savings Plans, Roth IRA, Health Insurance, 401k, Whole Life
Education
California State University-Sacramento 1980 — 1983
BA, Business
Bryan O'Keefe's NYLIFE Securities LLC Experience November 2010 - Present
Job Dedicated Financial Services Professional, helping successful families and individuals develop sound financial strategy.
Industry Financial Services
Experience
NYLIFE Securities LLC November 2010 - Present
Marcus & Millichap May 2003 - November 2010
Skills
Insurance, Retirement, Financial Services, Investments, Retirement Planning, Licensed in Long-term..., Asset Protection, Account Management, Strategic Planning, Annuity Sales, Wealth Preservation..., IRA Rollovers
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science, Real Estate
NYLIFE Securities LLC November 2010 - Present
Marcus & Millichap May 2003 - November 2010
Skills
Insurance, Retirement, Financial Services, Investments, Retirement Planning, Licensed in Long-term..., Asset Protection, Account Management, Strategic Planning, Annuity Sales, Wealth Preservation..., IRA Rollovers
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science, Real Estate
Elissa Schwartz MBA, M.Ed's NYLIFE Securities LLC Experience November 2014 - Present
Job Dedicated Financial Services Professional helping to protect families and businesses.
Industry Financial Services
Experience
NYLIFE Securities LLC November 2014 - Present
New York Life Insurance Company September 2014 - Present
Windswept Farm September 2000 - Present
Pet Partners Inc February 2010 - March 2014
BeBop Burrito September 2008 - May 2010
The Metropolitan Regional Career and Technical Center July 2004 - June 2008
Roger Williams University August 2003 - June 2005
North Attleboro High School August 2003 - June 2004
Bishop Keough Reg. High School August 2000 - June 2003
Skills
401k Rollovers, Business Insurance..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Community Outreach, Social Media, Event Planning, Team Building
Education
Northeastern University 2007 — 2011
M.Ed, Educational Leadership
Bryant University 2008 — 2009
Masters, Business Administration
Bridgewater State College 2002 — 2003
Secondary Ed teaching Certification
Brown University 1996 — 2000
A.B., Art-Semiotics
Midland Park High School 1992 — 1996
High School Diploma, College Prep
NYLIFE Securities LLC November 2014 - Present
New York Life Insurance Company September 2014 - Present
Windswept Farm September 2000 - Present
Pet Partners Inc February 2010 - March 2014
BeBop Burrito September 2008 - May 2010
The Metropolitan Regional Career and Technical Center July 2004 - June 2008
Roger Williams University August 2003 - June 2005
North Attleboro High School August 2003 - June 2004
Bishop Keough Reg. High School August 2000 - June 2003
Skills
401k Rollovers, Business Insurance..., Charitable Giving, Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Community Outreach, Social Media, Event Planning, Team Building
Education
Northeastern University 2007 — 2011
M.Ed, Educational Leadership
Bryant University 2008 — 2009
Masters, Business Administration
Bridgewater State College 2002 — 2003
Secondary Ed teaching Certification
Brown University 1996 — 2000
A.B., Art-Semiotics
Midland Park High School 1992 — 1996
High School Diploma, College Prep
Jeff Frank, CPA's NYLIFE Securities LLC Experience March 2013 - Present
Job Financial Services Professional helping individuals and business owners create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance September 2006 - November 2011
Management Resouces September 2004 - September 2006
Captus Ventures LLC July 2003 - August 2004
State Street Corporation September 2000 - July 2003
Boston Financial Data Services September 1990 - August 2000
State Street Bank & Trust Co. October 1987 - September 1990
Boston Financial Data Services June 1983 - October 1987
Commercial Union September 1980 - June 1983
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting
Brockton High School
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance September 2006 - November 2011
Management Resouces September 2004 - September 2006
Captus Ventures LLC July 2003 - August 2004
State Street Corporation September 2000 - July 2003
Boston Financial Data Services September 1990 - August 2000
State Street Bank & Trust Co. October 1987 - September 1990
Boston Financial Data Services June 1983 - October 1987
Commercial Union September 1980 - June 1983
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting
Brockton High School
Valarie Tolson's NYLIFE Securities LLC Experience October 2011 - December 2014
Job President, Kansas City Metro Cares Mentoring Movement
Industry Financial Services
Experience
Retired and Consultant January 2015 - Present
NYLIFE Securities LLC October 2011 - December 2014
Executive Financial Partners February 2007 - February 2011
Skills
401k Rollovers, Annuity Sales, Insurance, Investments, Licensed Life Insurance..., Retirement planning, Small Business, Asset Protection, Multi-Generational ...
Education
Avila University
BSRT, Radiologic Sciences
K-State
MSEd, Adult and Continuing Education
Retired and Consultant January 2015 - Present
NYLIFE Securities LLC October 2011 - December 2014
Executive Financial Partners February 2007 - February 2011
Skills
401k Rollovers, Annuity Sales, Insurance, Investments, Licensed Life Insurance..., Retirement planning, Small Business, Asset Protection, Multi-Generational ...
Education
Avila University
BSRT, Radiologic Sciences
K-State
MSEd, Adult and Continuing Education
Alan J. Kramer, CFP, CLTC, LUTCF, MBA's NYLIFE Securities LLC Experience January 1992 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 1992 - Present
New York Life Insurance Company December 1990 - Present
Skills
Licensed Life Insurance..., Long-term Care, Protection..., Retirement, Investments, Asset Protection, Annuity Sales, Wealth Management, Estate Planning, Employee Benefits, Pension Funds, 401k Rollovers, Key Person Protection, Buy-Sell, Life Insurance, Insurance, Fixed Annuities
Education
City University of New York-Baruch College 1984 — 1988
Master of Business Administration (MBA)
City University of New York-Baruch College 1979 — 1983
Bachelor of Business Administration (BBA)
NYLIFE Securities LLC January 1992 - Present
New York Life Insurance Company December 1990 - Present
Skills
Licensed Life Insurance..., Long-term Care, Protection..., Retirement, Investments, Asset Protection, Annuity Sales, Wealth Management, Estate Planning, Employee Benefits, Pension Funds, 401k Rollovers, Key Person Protection, Buy-Sell, Life Insurance, Insurance, Fixed Annuities
Education
City University of New York-Baruch College 1984 — 1988
Master of Business Administration (MBA)
City University of New York-Baruch College 1979 — 1983
Bachelor of Business Administration (BBA)
Clay Edwards's NYLIFE Securities LLC Experience 2007 - Present
Job Associate at WealthMark Financial Solutions in Montgomery, AL
Industry Financial Services
Experience
NYLIFE Securities LLC 2007 - Present
WealthMark Financial Solutions, LLC January 2006 - Present
New York Life Insurance Company January 2006 - Present
Edwards Lawn Service April 1997 - December 2005
Lagoon Park Batting Cages 1999 - 2000
Skills
Insurance, Investments, Estate Planning, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, IRAs, Financial Services, Asset Protection, Small Business, Wealth Accumulation, Key Person Protection, Annuity Sales, Succession Planning, Wealth Preservation..., 401(k) Rollovers, Gifting Strategies, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Licensed in Long-Term..., Mutual Funds
Education
Auburn University at Montgomery 2002 — 2004
Business/Commerce, General
Robert E. Lee High School 1999 — 2002
Capitol Heights Junior High School 1996 — 1999
Morningview Elementary School 1989 — 1996
NYLIFE Securities LLC 2007 - Present
WealthMark Financial Solutions, LLC January 2006 - Present
New York Life Insurance Company January 2006 - Present
Edwards Lawn Service April 1997 - December 2005
Lagoon Park Batting Cages 1999 - 2000
Skills
Insurance, Investments, Estate Planning, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, IRAs, Financial Services, Asset Protection, Small Business, Wealth Accumulation, Key Person Protection, Annuity Sales, Succession Planning, Wealth Preservation..., 401(k) Rollovers, Gifting Strategies, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Licensed in Long-Term..., Mutual Funds
Education
Auburn University at Montgomery 2002 — 2004
Business/Commerce, General
Robert E. Lee High School 1999 — 2002
Capitol Heights Junior High School 1996 — 1999
Morningview Elementary School 1989 — 1996
Roderick Carr's NYLIFE Securities LLC Experience July 1994 - Present
Job Registered Representative at NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life July 1994 - Present
NYLIFE Securities LLC. July 1994 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Estate Planning, Insurance, Mutual Funds, Life Insurance, 401k Rollovers
Education
Boise State University 1983 — 1987
Bachelor's Degree, Social Sciences/Economics
New York Life July 1994 - Present
NYLIFE Securities LLC. July 1994 - Present
Skills
Fixed Annuities, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Estate Planning, Insurance, Mutual Funds, Life Insurance, 401k Rollovers
Education
Boise State University 1983 — 1987
Bachelor's Degree, Social Sciences/Economics
Dan Evans's NYLIFE Securities LLC Experience May 2009 - July 2011
Job Fixed Income Trader at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank July 2013 - Present
J.P. Morgan July 2011 - July 2013
NYLIFE Securities LLC May 2009 - July 2011
New York Life Insurance Company May 2009 - July 2011
Ashland University August 2005 - May 2009
Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Finance, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Insurance, Accounting, Sales, Estate Planning, Retirement Planning, Microsoft Word, Asset Managment, Asset Allocation, Series 7, Series 63, IRAs, Securities, Financial Modeling, Strategic Financial..., Banking, Entrepreneurship, Sales Operations, Asset Management
Education
Ashland University 2005 — 2009
B.S.B.A, Finance
Huntington National Bank July 2013 - Present
J.P. Morgan July 2011 - July 2013
NYLIFE Securities LLC May 2009 - July 2011
New York Life Insurance Company May 2009 - July 2011
Ashland University August 2005 - May 2009
Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Finance, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Insurance, Accounting, Sales, Estate Planning, Retirement Planning, Microsoft Word, Asset Managment, Asset Allocation, Series 7, Series 63, IRAs, Securities, Financial Modeling, Strategic Financial..., Banking, Entrepreneurship, Sales Operations, Asset Management
Education
Ashland University 2005 — 2009
B.S.B.A, Finance
David M. Webb, PhD, MSM, CLF, CLTC's NYLIFE Securities LLC Experience May 2007 - Present
Job Managing Member at Atlas Retirement Strategies LLC helping individuals and business owners retire on their own terms.
Industry Financial Services
Experience
Atlas Retirement Strategies LLC March 2014 - Present
Eagle Strategies, LLC June 2012 - Present
NYLIFE Securities, LLC May 2007 - Present
New York Life Insurance Company May 2007 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, 401k Rollovers, Investments, Protection..., Annuity Sales, Key Person Protection, Asset Protection, Legacies, Licensed Life Insurance..., Small Business, Succession Planning, Multi-generational..., Thought Leadership, Multi-generational..., Time Management, Gifting Strategies, Wealth Preservation...
Education
Madison University 2001 — 2004
Doctor of Philosophy (PhD), Management
Madison University 2001 — 2003
Master of Science (MS), Management
Austin College 1983 — 1987
Bachelor of Arts (BA), HIstory and Political Science
Atlas Retirement Strategies LLC March 2014 - Present
Eagle Strategies, LLC June 2012 - Present
NYLIFE Securities, LLC May 2007 - Present
New York Life Insurance Company May 2007 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, 401k Rollovers, Investments, Protection..., Annuity Sales, Key Person Protection, Asset Protection, Legacies, Licensed Life Insurance..., Small Business, Succession Planning, Multi-generational..., Thought Leadership, Multi-generational..., Time Management, Gifting Strategies, Wealth Preservation...
Education
Madison University 2001 — 2004
Doctor of Philosophy (PhD), Management
Madison University 2001 — 2003
Master of Science (MS), Management
Austin College 1983 — 1987
Bachelor of Arts (BA), HIstory and Political Science
Kenneth Kegel's NYLIFE Securities LLC Experience February 2010 - Present
Job Agent, New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC February 2010 - Present
New York Life Insurance Company October 2009 - Present
Education
Chapman University 1996 — 1998
MA, Educational Administration
California State University-Fullerton 1980 — 1984
Bachelor of Arts (B.A.), Biology
NYLIFE Securities LLC February 2010 - Present
New York Life Insurance Company October 2009 - Present
Education
Chapman University 1996 — 1998
MA, Educational Administration
California State University-Fullerton 1980 — 1984
Bachelor of Arts (B.A.), Biology
Phil Miani's NYLIFE Securities LLC Experience 1981 - Present
Job Experienced Financial Advisor with The Miani Group helping to protect families in the Florida Keys
Industry Financial Services
Experience
Eagle Strategies LLC July 1999 - Present
The Miani Group 1989 - Present
New York Life Insurance Company 1988 - Present
NYLIFE Securities LLC 1981 - Present
Skills
401k Rollovers, Estate Planning, Investments, Licensed in Long Term..., Multi-Generational..., Mutual Funds, Permanent Life Insurance, Retirement Planning, Variable Annuities, Wealth Preservation..., Building Relationships, Creative Problem Solving
Education
Amherst College 1958 — 1962
Bachelor of Arts (B.A.), Psychology and Philosophy
Evergreen Park High School 1954 — 1958
High School Diploma, General Studies
Eagle Strategies LLC July 1999 - Present
The Miani Group 1989 - Present
New York Life Insurance Company 1988 - Present
NYLIFE Securities LLC 1981 - Present
Skills
401k Rollovers, Estate Planning, Investments, Licensed in Long Term..., Multi-Generational..., Mutual Funds, Permanent Life Insurance, Retirement Planning, Variable Annuities, Wealth Preservation..., Building Relationships, Creative Problem Solving
Education
Amherst College 1958 — 1962
Bachelor of Arts (B.A.), Psychology and Philosophy
Evergreen Park High School 1954 — 1958
High School Diploma, General Studies
Jeff Olenych's NYLIFE Securities LLC Experience July 2014 - Present
Job Financial Services Professional at NYLife Securities LLC
Industry Insurance
Experience
NYLife Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
ADT Security Services August 2010 - April 2014
Cleveland Cavaliers June 2010 - August 2010
Burns Entertainment & Sports Marketing January 2010 - July 2010
Student Recreation Center January 2008 - November 2009
Bowling Green High School Athletic Department May 2009 - August 2009
Delta Tau Delta Fraternity 2007 - 2009
Skills
Customer Service, Public Relations, Cold Calling, Fundraising, Training, Building Relationships, Personal Finance, Annuity Sales, Permanent Life Insurance, Term Life Insurance, 401k Rollovers, Account Management, Asset Protection, Financial Services, IRA Rollovers, Wealth Management, Lifetime Income..., Investments
Education
Bowling Green State University 2006 — 2010
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing
Bowling Green State University 2006 — 2009
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing
NYLife Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
ADT Security Services August 2010 - April 2014
Cleveland Cavaliers June 2010 - August 2010
Burns Entertainment & Sports Marketing January 2010 - July 2010
Student Recreation Center January 2008 - November 2009
Bowling Green High School Athletic Department May 2009 - August 2009
Delta Tau Delta Fraternity 2007 - 2009
Skills
Customer Service, Public Relations, Cold Calling, Fundraising, Training, Building Relationships, Personal Finance, Annuity Sales, Permanent Life Insurance, Term Life Insurance, 401k Rollovers, Account Management, Asset Protection, Financial Services, IRA Rollovers, Wealth Management, Lifetime Income..., Investments
Education
Bowling Green State University 2006 — 2010
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing
Bowling Green State University 2006 — 2009
Bachelor of Science, Education and Human Development; Sport Management; Sport Marketing
Doug Budell's NYLIFE Securities LLC Experience January 2015 - June 2015
Job Territory Manager at Shaw Industries
Industry Building Materials
Experience
Shaw Industries June 2015 - Present
NYLIFE Securities LLC January 2015 - June 2015
New York Life Insurance Company May 2014 - May 2015
Skills
Sales, Sales Management, Sales Operations, Building Materials, Cold Calling, Leadership, Selling, Strategic Planning, Pricing, Team Building, Contract Negotiation, Key Account Management, Account Management, New Business Development, Customer Service, Management, Marketing, Business Development, Direct Sales, Budgets, Negotiation, Purchasing, Marketing Strategy, Project Management
Education
Boise State University 1987 — 1991
B.F.A., Advertising Design
Shaw Industries June 2015 - Present
NYLIFE Securities LLC January 2015 - June 2015
New York Life Insurance Company May 2014 - May 2015
Skills
Sales, Sales Management, Sales Operations, Building Materials, Cold Calling, Leadership, Selling, Strategic Planning, Pricing, Team Building, Contract Negotiation, Key Account Management, Account Management, New Business Development, Customer Service, Management, Marketing, Business Development, Direct Sales, Budgets, Negotiation, Purchasing, Marketing Strategy, Project Management
Education
Boise State University 1987 — 1991
B.F.A., Advertising Design
Kristopher D. Vanesko's NYLIFE Securities LLC Experience November 2008 - September 2013
Job Partner at New York Life Insurance & NYLIFE Securities Offering Career & Leadership Opportunities
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC November 2008 - September 2013
Skills
Insurance, Investments, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Recruiting, Interviews, Training, Hands on Leader, Leadership, Team Building, Sales, Marketing, Retirement Planning
Education
Bishop Hoban
Bloomsburg University of Pennsylvania
Luzerne County Community College
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC November 2008 - September 2013
Skills
Insurance, Investments, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Recruiting, Interviews, Training, Hands on Leader, Leadership, Team Building, Sales, Marketing, Retirement Planning
Education
Bishop Hoban
Bloomsburg University of Pennsylvania
Luzerne County Community College
William Goodreau's NYLIFE Securities LLC Experience July 1992 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC July 1992 - Present
Parker Hannifin January 1986 - July 1991
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
Bachelor's Degree, Engineering Technology
NYLIFE Securities LLC July 1992 - Present
Parker Hannifin January 1986 - July 1991
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
Bachelor's Degree, Engineering Technology
Darin S. Dubovy's NYLIFE Securities LLC Experience June 1999 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
AIG June 2013 - March 2014
New York Life Insurance Company October 2011 - February 2012
E*TRADE Financial Corporation August 2009 - October 2010
NYLIFE Securities LLC June 1999 - July 2009
Skills
Retirement Planning, Annuities, IRA's, Disability Insurance, College Savings Plans, Personal Planning, Wealth Accumulation, Retirement, Mutual Funds, Insurance Planning, 529 Plans, Mortgage Protection, Annuity, Series 7, Series 63, Term Life Insurance, Whole Life, Roth IRA, Fixed Annuities, IRA Rollovers, Wealth Management, Financial Planning, Key Person Insurance, Investments, Insurance
Education
State University of New York at Binghamton 1987 — 1991
Bachelor of Arts (B.A.), Economics
AIG June 2013 - March 2014
New York Life Insurance Company October 2011 - February 2012
E*TRADE Financial Corporation August 2009 - October 2010
NYLIFE Securities LLC June 1999 - July 2009
Skills
Retirement Planning, Annuities, IRA's, Disability Insurance, College Savings Plans, Personal Planning, Wealth Accumulation, Retirement, Mutual Funds, Insurance Planning, 529 Plans, Mortgage Protection, Annuity, Series 7, Series 63, Term Life Insurance, Whole Life, Roth IRA, Fixed Annuities, IRA Rollovers, Wealth Management, Financial Planning, Key Person Insurance, Investments, Insurance
Education
State University of New York at Binghamton 1987 — 1991
Bachelor of Arts (B.A.), Economics
Caleb Beasley's NYLIFE Securities LLC Experience December 2012 - August 2013
Job Student Assistance Coordinator
Industry Primary/Secondary Education
Experience
Muncie Community Schools August 2011 - Present
NYLIFE Securities, LLC December 2012 - August 2013
Ball State University August 2009 - May 2011
Mark One Industries, Inc. July 2008 - July 2009
St. Louis Public Schools August 2006 - June 2008
Skills
Teaching, Program Development, Counseling, Training, Policy Analysis, Strategic Planning, Needs Analysis, 401(k) Rollovers, Annuity Sales, Insurance, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Protection..., Wealth Preservation..., Licensed in Long-Term..., Retirement Planning, Small Business
Education
Ball State University 2009 — 2011
Masters, Public Administration
DePauw University 2002 — 2006
B.S., Political Science and History
Muncie Central High School
Muncie Community Schools August 2011 - Present
NYLIFE Securities, LLC December 2012 - August 2013
Ball State University August 2009 - May 2011
Mark One Industries, Inc. July 2008 - July 2009
St. Louis Public Schools August 2006 - June 2008
Skills
Teaching, Program Development, Counseling, Training, Policy Analysis, Strategic Planning, Needs Analysis, 401(k) Rollovers, Annuity Sales, Insurance, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Protection..., Wealth Preservation..., Licensed in Long-Term..., Retirement Planning, Small Business
Education
Ball State University 2009 — 2011
Masters, Public Administration
DePauw University 2002 — 2006
B.S., Political Science and History
Muncie Central High School
Alicia Wade's NYLIFE Securities LLC Experience May 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company August 2012 - Present
Hereford Regional Medical Center August 2010 - August 2012
Aflac January 2012 - July 2012
Old Santa Fe Lounge March 2010 - January 2012
BSA August 2007 - January 2012
Skills
Buy-sell Agreements, Key Person Protection, Retirement Planning, Life Insurance, Insurance, Investments, Asset Protection, Small Business, Estate Planning, Legacies, Succession planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Fixed Annuities, Gifting Strategies, Term Life Insurance, Long-term Care
Education
Amarillo College 2004 — 2008
Associates, Nursing
West Texas A&M University 2003 — 2004
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company August 2012 - Present
Hereford Regional Medical Center August 2010 - August 2012
Aflac January 2012 - July 2012
Old Santa Fe Lounge March 2010 - January 2012
BSA August 2007 - January 2012
Skills
Buy-sell Agreements, Key Person Protection, Retirement Planning, Life Insurance, Insurance, Investments, Asset Protection, Small Business, Estate Planning, Legacies, Succession planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Fixed Annuities, Gifting Strategies, Term Life Insurance, Long-term Care
Education
Amarillo College 2004 — 2008
Associates, Nursing
West Texas A&M University 2003 — 2004
Jason Schulman's NYLIFE Securities LLC Experience June 2012 - April 2015
Job Actively seeking employment
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - April 2015
Aflac 2010 - 2010
Skills
Investments, Customer Service, Finance, Insurance, Sales, Microsoft Office, Financial Services, Leadership, Microsoft Word, Retirement Planning, Portfolio Management, Financial Planning, Mutual Funds
Education
American University 2009 — 2011
Economics, International Economics, Finance
American University 2009 — 2011
International Studies, International Business
NYLIFE Securities LLC June 2012 - April 2015
Aflac 2010 - 2010
Skills
Investments, Customer Service, Finance, Insurance, Sales, Microsoft Office, Financial Services, Leadership, Microsoft Word, Retirement Planning, Portfolio Management, Financial Planning, Mutual Funds
Education
American University 2009 — 2011
Economics, International Economics, Finance
American University 2009 — 2011
International Studies, International Business
L. E. Rusty McCalley's NYLIFE Securities LLC Experience 1986 - Present
Job Agent, New York Life, Registered Rep NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 1986 - Present
New York Life Insurance Company July 1977 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Protection, Business Insurance..., Licensed in Long Term..., Education Funding..., Estate Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1963 — 1970
Bachelor's Degree, Public Administration & Economics
NYLIFE Securities LLC 1986 - Present
New York Life Insurance Company July 1977 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Protection, Business Insurance..., Licensed in Long Term..., Education Funding..., Estate Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1963 — 1970
Bachelor's Degree, Public Administration & Economics
Jason A Stone's NYLIFE Securities LLC Experience May 2012 - Present
Job Registered Representative, NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2012 - Present
US Fish and Wildlife Service October 2011 - April 2012
Schools Financial Credit Union February 2007 - August 2009
Education
California State University-Sacramento 2007 — 2011
Bachelor of Science (B.Sc.), Environmental Studies
Sierra College 2000 — 2002
Associate of Arts, English Literature (British and Commonwealth)
NYLIFE Securities LLC May 2012 - Present
US Fish and Wildlife Service October 2011 - April 2012
Schools Financial Credit Union February 2007 - August 2009
Education
California State University-Sacramento 2007 — 2011
Bachelor of Science (B.Sc.), Environmental Studies
Sierra College 2000 — 2002
Associate of Arts, English Literature (British and Commonwealth)
Paul Lydon's NYLIFE Securities LLC Experience August 2003 - Present
Job Agent with New York Life helping families and business owners develop sound financial strategies.
Industry
Experience
New York Life Insurance Company August 2003 - Present
NYLIFE Securities LLC August 2003 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Income Protection, Life Insurance Planning
Education
Boston College
Bachelor’s Degree, Business Administration and Management, General
New York Life Insurance Company August 2003 - Present
NYLIFE Securities LLC August 2003 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Income Protection, Life Insurance Planning
Education
Boston College
Bachelor’s Degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY