NYLIFE Securities LLC
Industry: Company
DescriptionFounded: 1969 Parent organizations: New York Life Insurance Company, NYLIFE, LLC
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NYLIFE Securities LLC Employees
Employee
Years
Job
Industry
Kyle Bernhardt Kyle Bernhardt's NYLIFE Securities LLC Experience February 2015 - May 2015
Job Dedicated Financial Services Professional helping to protect families in the Northern Colorado area.
Industry Financial Services
Experience
State Farm Insurance May 2015 - September 2015
NYLIFE Securities LLC February 2015 - May 2015
New York Life Insurance Company December 2014 - May 2015
John Elway Chrysler Jeep Dodge Ram July 2014 - November 2014
State Farm April 2011 - May 2014
Skills
Personal Financial..., Retirement Planning, Life Insurance, Annuity Sales, Education Funding, 401k Rollovers, Estate Planning, Asset Protection, Business Development, Problem Solving, Leadership, Sales
Education
Colorado State University-Global Campus 2012 — 2014
Organizational Leadership, Business Administration and Management, General
State Farm Insurance May 2015 - September 2015
NYLIFE Securities LLC February 2015 - May 2015
New York Life Insurance Company December 2014 - May 2015
John Elway Chrysler Jeep Dodge Ram July 2014 - November 2014
State Farm April 2011 - May 2014
Skills
Personal Financial..., Retirement Planning, Life Insurance, Annuity Sales, Education Funding, 401k Rollovers, Estate Planning, Asset Protection, Business Development, Problem Solving, Leadership, Sales
Education
Colorado State University-Global Campus 2012 — 2014
Organizational Leadership, Business Administration and Management, General
Erik Cascio Erik Cascio's NYLIFE Securities LLC Experience June 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
Blue Oak Holdings, LLC. February 2014 - August 2014
Chase July 2012 - January 2014
Cascio Marketing Group January 2012 - January 2014
Chase July 2011 - July 2012
Best Buy October 2010 - July 2011
Best Buy Evanston #313 May 2009 - October 2010
Best Buy Kildeer #647 May 2009 - May 2009
TAIRRE Property Management Services LLC. January 2008 - July 2008
National Services Group LLC. February 2007 - April 2008
Skills
Leadership, Sales, Small Business, Insurance, Public Speaking, Life Insurance, Retirement Planning, Communication, Relationship Management, Personal Finance, Customer Retention, Building Relationships, Term Life Insurance, Networking, Education Funding, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning
Education
DePaul University 2005 — 2008
B.S., Marketing
NYLIFE Securities LLC June 2014 - Present
Blue Oak Holdings, LLC. February 2014 - August 2014
Chase July 2012 - January 2014
Cascio Marketing Group January 2012 - January 2014
Chase July 2011 - July 2012
Best Buy October 2010 - July 2011
Best Buy Evanston #313 May 2009 - October 2010
Best Buy Kildeer #647 May 2009 - May 2009
TAIRRE Property Management Services LLC. January 2008 - July 2008
National Services Group LLC. February 2007 - April 2008
Skills
Leadership, Sales, Small Business, Insurance, Public Speaking, Life Insurance, Retirement Planning, Communication, Relationship Management, Personal Finance, Customer Retention, Building Relationships, Term Life Insurance, Networking, Education Funding, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning
Education
DePaul University 2005 — 2008
B.S., Marketing
Bridie Farrell's NYLIFE Securities LLC Experience January 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Women's Sports Foundation 2013 - Present
NYLIFE Securities LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
United States Olympic Committee 2004 - 2013
New York Life Insurance Company September 2008 - February 2009
Cornell University January 2007 - August 2008
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Insurance, Investments, Business Planning, Mutual Funds, Fixed Annuities, Financial Analysis, Retirement, Investment Advisory, Estate Planning, Wealth Management, Life Insurance, Strategic Planning, Financial Modeling, IRAs, Coaching, Long-term Care, Asset Management, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Employee Benefits, Succession Planning, Customer Relations, Customer Retention, Disability Insurance, Key Person Insurance, Public Speaking
Education
Cornell University 2006 — 2008
Bachelors of Science, Policy Analysis & Management
Saratoga Springs High School 1996 — 2000
Women's Sports Foundation 2013 - Present
NYLIFE Securities LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
United States Olympic Committee 2004 - 2013
New York Life Insurance Company September 2008 - February 2009
Cornell University January 2007 - August 2008
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Insurance, Investments, Business Planning, Mutual Funds, Fixed Annuities, Financial Analysis, Retirement, Investment Advisory, Estate Planning, Wealth Management, Life Insurance, Strategic Planning, Financial Modeling, IRAs, Coaching, Long-term Care, Asset Management, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Employee Benefits, Succession Planning, Customer Relations, Customer Retention, Disability Insurance, Key Person Insurance, Public Speaking
Education
Cornell University 2006 — 2008
Bachelors of Science, Policy Analysis & Management
Saratoga Springs High School 1996 — 2000
Dan Jeanneret Dan Jeanneret's NYLIFE Securities LLC Experience 2009 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 2009 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, IRAs, Retirement, College Savings Plans, Portfolio Management, 401k, Long Term Care Insurance, Finance, Insurance, Securities, Financial Services, Annuity Sales, 401(k) Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Investments, Long-term Care, Variable Annuities, Series 6, Disability Insurance, Term Life Insurance, Financial Planners, Wealth Management, Whole Life, Series 63, Mutual Funds, Retirement Savings, Rollovers, Strategic Financial..., 401k Rollovers, Financial Planning
Education
Nova Southeastern University 2000 — 2001
MBA
Florida Atlantic University 1990 — 1993
BBA, Management
Jupiter High School 1984 — 1987
Diploma
NYLIFE Securities LLC 2009 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Estate Planning, IRAs, Retirement, College Savings Plans, Portfolio Management, 401k, Long Term Care Insurance, Finance, Insurance, Securities, Financial Services, Annuity Sales, 401(k) Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Investments, Long-term Care, Variable Annuities, Series 6, Disability Insurance, Term Life Insurance, Financial Planners, Wealth Management, Whole Life, Series 63, Mutual Funds, Retirement Savings, Rollovers, Strategic Financial..., 401k Rollovers, Financial Planning
Education
Nova Southeastern University 2000 — 2001
MBA
Florida Atlantic University 1990 — 1993
BBA, Management
Jupiter High School 1984 — 1987
Diploma
Vera Braswell, CLU, ChFC, CASL, CLTC Vera Braswell, CLU, ChFC, CASL, CLTC's NYLIFE Securities LLC Experience March 1986 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 1986 - Present
New York Life Insurance Company June 1985 - Present
Pitt County Board of Education August 1984 - June 1985
Greene County Board of Education August 1977 - June 1984
Skills
Financial Services, Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Guaranteed Lifetime..., Variable Annuities, Fixed Annuities, College Education..., Health Insurance, Risk Management, Customer Service, Leadership, 401k Rollovers, Permanent Life Insurance, Term Life Insurance, IRAs, Business Insurance..., Insurance, Customer Insight, Long-Term Care Insurance, Customer Satisfaction
Education
East Carolina University 1976 — 1978
Master's Degree, Mathematics
East Carolina University 1973 — 1976
Bachelor's Degree, Mathematics
The American College 1989 — 2006
CLU, ChFC, CASL, CLTC, Insurance
Jacksonville High School 1970 — 1973
High School
NYLIFE Securities LLC March 1986 - Present
New York Life Insurance Company June 1985 - Present
Pitt County Board of Education August 1984 - June 1985
Greene County Board of Education August 1977 - June 1984
Skills
Financial Services, Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Guaranteed Lifetime..., Variable Annuities, Fixed Annuities, College Education..., Health Insurance, Risk Management, Customer Service, Leadership, 401k Rollovers, Permanent Life Insurance, Term Life Insurance, IRAs, Business Insurance..., Insurance, Customer Insight, Long-Term Care Insurance, Customer Satisfaction
Education
East Carolina University 1976 — 1978
Master's Degree, Mathematics
East Carolina University 1973 — 1976
Bachelor's Degree, Mathematics
The American College 1989 — 2006
CLU, ChFC, CASL, CLTC, Insurance
Jacksonville High School 1970 — 1973
High School
Steve Conk Steve Conk's NYLIFE Securities LLC Experience May 2007 - June 2013
Job Princor Registered Representative/ Financial Advisor
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
Principal Financial Group March 2013 - Present
Shoreline Resources, Inc June 2007 - June 2013
NYLIFE Securities LLC May 2007 - June 2013
New York Life Insurance Company January 2007 - June 2013
Skills
Estate Planning, 401k,403b,SEP & Simple..., annuities..., Asset Allocation, Bussiness Continuation, Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Income..., Ececutive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63..., Salary Continuation, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Tax deferred Savings, Securities, Disability Insurance, Financial Advisory, Financial Services
Education
Fairfield University
Bachelor of Arts (B.A.)
Saint John's University
MBA
Principal Financial Group June 2013 - Present
Principal Financial Group March 2013 - Present
Shoreline Resources, Inc June 2007 - June 2013
NYLIFE Securities LLC May 2007 - June 2013
New York Life Insurance Company January 2007 - June 2013
Skills
Estate Planning, 401k,403b,SEP & Simple..., annuities..., Asset Allocation, Bussiness Continuation, Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Income..., Ececutive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Series 6,7,63..., Salary Continuation, Supplemental Retirement..., Survivor Income, Split Dollar Plans, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, Tax deferred Savings, Securities, Disability Insurance, Financial Advisory, Financial Services
Education
Fairfield University
Bachelor of Arts (B.A.)
Saint John's University
MBA
Eric J. Goldberg Eric J. Goldberg's NYLIFE Securities LLC Experience December 2009 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company December 2009 - Present
MetLife 2002 - 2009
Merrill Lynch June 1982 - October 1997
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Retirement, Licensed Life Insurance..., Fixed Annuities, IRAs, Financial Services, Disability Insurance, Life Insurance, Long Term Care Insurance, Finance, Securities
Education
Columbia Business School 1981 — 1983
MBA, Finance
London School of Economics and Political Science, U. of London 1977 — 1978
Master of Science (MSc)
McGill University 1973 — 1977
Bachelor of Arts (B.A.), Political Science/Economics, First Class Honors
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company December 2009 - Present
MetLife 2002 - 2009
Merrill Lynch June 1982 - October 1997
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Retirement, Licensed Life Insurance..., Fixed Annuities, IRAs, Financial Services, Disability Insurance, Life Insurance, Long Term Care Insurance, Finance, Securities
Education
Columbia Business School 1981 — 1983
MBA, Finance
London School of Economics and Political Science, U. of London 1977 — 1978
Master of Science (MSc)
McGill University 1973 — 1977
Bachelor of Arts (B.A.), Political Science/Economics, First Class Honors
Dennis Farrar, LUTCF's NYLIFE Securities LLC Experience April 2009 - May 2012
Job Senior Partner at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company May 2012 - Present
NYLIFE Securities, LLC April 2009 - May 2012
RT Funding Corp December 2002 - June 2009
FSU, Inc. June 1995 - December 2002
MacTavish Furniture Industries, Division of Aaron Rents, Inc. October 1992 - June 1995
Education
The American College 2009 — 2013
LUTCF, Insurance
Charter Oak State College 1986 — 1988
Bachelors, Business Administration
Missouri State University 1984 — 1987
Accounting, Industrial Engineering
University of Missouri-Saint Louis 1981 — 1983
Accounting
Jefferson College 1979 — 1981
Associates, Accounting
New York Life Insurance Company May 2012 - Present
NYLIFE Securities, LLC April 2009 - May 2012
RT Funding Corp December 2002 - June 2009
FSU, Inc. June 1995 - December 2002
MacTavish Furniture Industries, Division of Aaron Rents, Inc. October 1992 - June 1995
Education
The American College 2009 — 2013
LUTCF, Insurance
Charter Oak State College 1986 — 1988
Bachelors, Business Administration
Missouri State University 1984 — 1987
Accounting, Industrial Engineering
University of Missouri-Saint Louis 1981 — 1983
Accounting
Jefferson College 1979 — 1981
Associates, Accounting
Paul Bober Paul Bober's NYLIFE Securities LLC Experience August 2009 - Present
Job Financial Services Professional* at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 2009 - Present
New York Life Insurance Company March 2009 - Present
BNI October 2014 - Present
Ninety Nine Restaurants 1994 - 2008
Clarion Somerset Hotel April 1993 - October 1994
Pillar House January 1985 - April 1993
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Key Person Protection, Sales, Finance, Accounting, Program Management, Investments, Management, Recruiting, Social Media, Retirement, Analysis
Education
Connecticut College 1980 — 1984
B.A. History;, Studies in History, Education, Astronomy & Photography
Williams-Mystic 1984 — 1984
American Maritime Studies, Maritime Studies
Saint John's High School 1976 — 1980
College prep, General Studies
NYLIFE Securities LLC August 2009 - Present
New York Life Insurance Company March 2009 - Present
BNI October 2014 - Present
Ninety Nine Restaurants 1994 - 2008
Clarion Somerset Hotel April 1993 - October 1994
Pillar House January 1985 - April 1993
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Key Person Protection, Sales, Finance, Accounting, Program Management, Investments, Management, Recruiting, Social Media, Retirement, Analysis
Education
Connecticut College 1980 — 1984
B.A. History;, Studies in History, Education, Astronomy & Photography
Williams-Mystic 1984 — 1984
American Maritime Studies, Maritime Studies
Saint John's High School 1976 — 1980
College prep, General Studies
Jacob Kemmerer Jacob Kemmerer's NYLIFE Securities LLC Experience January 2014 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company January 2014 - Present
Pacific Capital Resource Group June 2013 - January 2014
Burr & Temkin June 2011 - August 2011
Skills
401k Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Disability Insurance, Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance, Life Insurance..., Long Term Care Insurance, Personal Finance, Family Protection..., Retirement Planning, Strategic Financial..., Wealth Transfer..., Finance, Marketing, Financial Analysis, Real Estate, Market Research, Budgets, Management, Financial Planning, IRAs
Education
Liberty University
Bachelor of Arts (B.A.), Business Finance
Edmonds Community College
Business Administration
Issaquah High School
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company January 2014 - Present
Pacific Capital Resource Group June 2013 - January 2014
Burr & Temkin June 2011 - August 2011
Skills
401k Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Disability Insurance, Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance, Life Insurance..., Long Term Care Insurance, Personal Finance, Family Protection..., Retirement Planning, Strategic Financial..., Wealth Transfer..., Finance, Marketing, Financial Analysis, Real Estate, Market Research, Budgets, Management, Financial Planning, IRAs
Education
Liberty University
Bachelor of Arts (B.A.), Business Finance
Edmonds Community College
Business Administration
Issaquah High School
Steve Slate Steve Slate's NYLIFE Securities LLC Experience April 2011 - Present
Job Registered Representative at NYLife Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 2011 - Present
NYLIFE Securities LLC April 2011 - Present
Skills
Asset Protection, Education Funding..., Financial Services, IRA Rollovers, Grandchild Gifting, Life Insurance, Personal Finance, Retirement, Small Business, Wealth Preservation..., Supplements to Employee..., Risk Management, Investments, Insurance, Licensed Life Insurance..., Estate Planning, IRAs, Retirement Planning, Securities
Education
Dallas Baptist University 1994 — 1996
Bachelor's Degree, Applied Business Administration
Weatherford College 1992 — 1994
Associate's Degree, Applied Science
New York Life Insurance Company April 2011 - Present
NYLIFE Securities LLC April 2011 - Present
Skills
Asset Protection, Education Funding..., Financial Services, IRA Rollovers, Grandchild Gifting, Life Insurance, Personal Finance, Retirement, Small Business, Wealth Preservation..., Supplements to Employee..., Risk Management, Investments, Insurance, Licensed Life Insurance..., Estate Planning, IRAs, Retirement Planning, Securities
Education
Dallas Baptist University 1994 — 1996
Bachelor's Degree, Applied Business Administration
Weatherford College 1992 — 1994
Associate's Degree, Applied Science
Christina Huynh's NYLIFE Securities LLC Experience October 2005 - Present
Job Financial Service Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC October 2005 - Present
General Electric 2000 - 2005
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Strategic Financial..., Term Life Insurance, Long-term Care, Process Improvement, Retirement, 401k, Estate Planning, Financial Services, Securities, IRAs, Financial Planning
Education
American College 2006 — 2013
ChFC, CLU, LUTCF, Financial Planning & Applications
Golden Gate University 2001 — 2005
Master's degree, Information Technology
San Francisco State University 1994 — 2000
Bachelor's degree, CIS
NYLIFE Securities, LLC October 2005 - Present
General Electric 2000 - 2005
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Strategic Financial..., Term Life Insurance, Long-term Care, Process Improvement, Retirement, 401k, Estate Planning, Financial Services, Securities, IRAs, Financial Planning
Education
American College 2006 — 2013
ChFC, CLU, LUTCF, Financial Planning & Applications
Golden Gate University 2001 — 2005
Master's degree, Information Technology
San Francisco State University 1994 — 2000
Bachelor's degree, CIS
Jason Radke Jason Radke's NYLIFE Securities LLC Experience May 2013 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2013 - Present
JAMMIN' DJs - Colorado March 2008 - April 2013
Property Maintenance and Construction, LLC August 2012 - March 2013
Solomon Services, LLC April 2011 - August 2012
Sleep Store of Fort Collins March 2004 - February 2007
Skills
Financial Services, Retirement Planning, Management, Retirement, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Wealth Preservation..., Personal Finance
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's degree, Finance, General
Colorado State University 2003 — 2006
Business/Commerce, General
Eagle Strategies, LLC August 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company March 2013 - Present
JAMMIN' DJs - Colorado March 2008 - April 2013
Property Maintenance and Construction, LLC August 2012 - March 2013
Solomon Services, LLC April 2011 - August 2012
Sleep Store of Fort Collins March 2004 - February 2007
Skills
Financial Services, Retirement Planning, Management, Retirement, Life Insurance, Strategic Planning, Public Speaking, 401k Rollovers, Wealth Preservation..., Personal Finance
Education
Metropolitan State University of Denver 2009 — 2012
Bachelor's degree, Finance, General
Colorado State University 2003 — 2006
Business/Commerce, General
Jacob Gonzales's NYLIFE Securities LLC Experience September 2014 - April 2015
Job Leadership Development Assoc. Ford Motor Credit Company
Industry Financial Services
Experience
Ford Motor Credit Company July 2015 - Present
Texas Association of Sports Officials November 2013 - Present
NYLIFE Securities LLC September 2014 - April 2015
New York Life Insurance Company April 2014 - April 2015
Mr. Fix-It Auto Service May 2013 - May 2014
Harland Clarke June 2013 - August 2013
Skills
Entrepreneurship, Coaching Baseball, Sports, Finance, Fundraising, Teamwork, Time Management, Analysis, Mutual Funds, Networking, Financial Analysis, Financial Planning, Insurance, Investments, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, Senior
Frank Phillips College 2011 — 2013
Associate's Degree, Science
Ford Motor Credit Company July 2015 - Present
Texas Association of Sports Officials November 2013 - Present
NYLIFE Securities LLC September 2014 - April 2015
New York Life Insurance Company April 2014 - April 2015
Mr. Fix-It Auto Service May 2013 - May 2014
Harland Clarke June 2013 - August 2013
Skills
Entrepreneurship, Coaching Baseball, Sports, Finance, Fundraising, Teamwork, Time Management, Analysis, Mutual Funds, Networking, Financial Analysis, Financial Planning, Insurance, Investments, Access, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, Senior
Frank Phillips College 2011 — 2013
Associate's Degree, Science
Bar De Leon Bar De Leon's NYLIFE Securities LLC Experience December 2013 - July 2014
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual San Diego August 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - August 2015
NYLIFE Securities LLC December 2013 - July 2014
New York Life Insurance Company March 2011 - July 2014
Education
NYLIC University 2011 — 2012
Chaffey College 1997 — 2001
MassMutual San Diego August 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - August 2015
NYLIFE Securities LLC December 2013 - July 2014
New York Life Insurance Company March 2011 - July 2014
Education
NYLIC University 2011 — 2012
Chaffey College 1997 — 2001
G. Sunny Bassi G. Sunny Bassi's NYLIFE Securities LLC Experience January 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
Law office of Timothy P. Coogan August 2010 - August 2012
Skills
401(k) Rollovers,..., Estate Planning, Insurance, Investments, Multi Generational..., Retirement and..., Small Busniess, Wealth accumulation..., Family Protection, Financial Services, Retirement, Securities, Finance, Analysis, Tax, FINRA, Mutual Funds, Retirement Planning, Strategic Financial..., Accounting, Personal Finance, Microsoft Office, Financial Planning, Customer Service
Education
Central Washington University 2005 — 2010
Bachelor's degree, Law and Justice and Sociology
Stadium High School 1999 — 2002
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
Law office of Timothy P. Coogan August 2010 - August 2012
Skills
401(k) Rollovers,..., Estate Planning, Insurance, Investments, Multi Generational..., Retirement and..., Small Busniess, Wealth accumulation..., Family Protection, Financial Services, Retirement, Securities, Finance, Analysis, Tax, FINRA, Mutual Funds, Retirement Planning, Strategic Financial..., Accounting, Personal Finance, Microsoft Office, Financial Planning, Customer Service
Education
Central Washington University 2005 — 2010
Bachelor's degree, Law and Justice and Sociology
Stadium High School 1999 — 2002
Keith Sobbe Keith Sobbe's NYLIFE Securities LLC Experience February 2014 - April 2015
Job Financial Services Professional, Derivatives Execution Specialist
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
John P. Mosley, CLU®, ChFC®, CFP®'s NYLIFE Securities LLC Experience September 1996 - Present
Job Partner at Mosley Financial Group
Industry Financial Services
Experience
Mosley Financial Group September 2012 - Present
The Center for Grieving Children July 2010 - Present
Eagle Strategies LLC, a Registered Invesment Adviser June 2000 - Present
NYLIFE Securities LLC September 1996 - Present
New York Life Insurance Company September 1996 - Present
NAIFA-Maine, National Association of Insurance & Financial Advisors January 1980 - Present
Insurance & Financial Services Professional June 1975 - Present
Education
Colby College 1971 — 1975
BA, Government
Dexter Regional High School 1967 — 1971
Mosley Financial Group September 2012 - Present
The Center for Grieving Children July 2010 - Present
Eagle Strategies LLC, a Registered Invesment Adviser June 2000 - Present
NYLIFE Securities LLC September 1996 - Present
New York Life Insurance Company September 1996 - Present
NAIFA-Maine, National Association of Insurance & Financial Advisors January 1980 - Present
Insurance & Financial Services Professional June 1975 - Present
Education
Colby College 1971 — 1975
BA, Government
Dexter Regional High School 1967 — 1971
Jarrod Buhr Jarrod Buhr's NYLIFE Securities LLC Experience March 2014 - Present
Job Financial Services Professional helping individuals and business owners to create, build and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC March 2014 - Present
US Navy Reserve January 2011 - November 2014
John Deere April 2012 - October 2014
Skills
Personal Finance, Strategic Planning, Investments, education funding..., lifetime income..., Financial Services, Public Speaking, Leadership, Event Marketing Strategy, Customer Service, Insurance, MIG welding, Customer Satisfaction, Retirement Planning, Military Experience
Education
Iowa State University 2014 — 2018
Bachelor's degree, Finance and Financial Management Services, Junior
Des Moines Area Community College 2012 — 2017
Accounting and Finance, Sophmore
Waukee high school 2007 — 2011
NYLIFE Securities LLC March 2014 - Present
US Navy Reserve January 2011 - November 2014
John Deere April 2012 - October 2014
Skills
Personal Finance, Strategic Planning, Investments, education funding..., lifetime income..., Financial Services, Public Speaking, Leadership, Event Marketing Strategy, Customer Service, Insurance, MIG welding, Customer Satisfaction, Retirement Planning, Military Experience
Education
Iowa State University 2014 — 2018
Bachelor's degree, Finance and Financial Management Services, Junior
Des Moines Area Community College 2012 — 2017
Accounting and Finance, Sophmore
Waukee high school 2007 — 2011
Penny Hardrick's NYLIFE Securities LLC Experience April 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company April 2002 - Present
NYLIFE Securities LLC April 2002 - Present
MetLife September 1986 - April 2002
Skills
Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, 401k Rollovers, Income Protection, Wealth Preservation...
Education
Eastern Arizona College
New York Life Insurance Company April 2002 - Present
NYLIFE Securities LLC April 2002 - Present
MetLife September 1986 - April 2002
Skills
Retirement, Mutual Funds, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, 401k Rollovers, Income Protection, Wealth Preservation...
Education
Eastern Arizona College
Carol V. Goff, Partner with New York Life's NYLIFE Securities LLC Experience July 2010 - September 2013
Job Hiring and Developing Entrepreneurial People for a Sales Career in Financial Services
Industry Insurance
Experience
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company 2013 - 2015
New York Life Insurance Company 2013 - 2015
NYLIFE Securities LLC July 2010 - September 2013
United States Air Force November 1981 - December 2001
Skills
Recruiting, Training, Time Management, Interviews, Thought Leadership, College Recruiting, Financial Recruiting, Hands On leader, Interviewing, Communication, Multi-tasking Skills, Financial Services, Insurance, Retirement Planning, Retirement, Small Business, Life Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Finance, Leadership, Team Building, Customer Service, Sales, Public Speaking, Strategy, Financial Planning, Term Life Insurance
Education
Golden Gate University 1985 — 1987
MBA, Business
University of Georgia - Terry College of Business 1978 — 1981
BBA, Business systems
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company 2013 - 2015
New York Life Insurance Company 2013 - 2015
NYLIFE Securities LLC July 2010 - September 2013
United States Air Force November 1981 - December 2001
Skills
Recruiting, Training, Time Management, Interviews, Thought Leadership, College Recruiting, Financial Recruiting, Hands On leader, Interviewing, Communication, Multi-tasking Skills, Financial Services, Insurance, Retirement Planning, Retirement, Small Business, Life Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Finance, Leadership, Team Building, Customer Service, Sales, Public Speaking, Strategy, Financial Planning, Term Life Insurance
Education
Golden Gate University 1985 — 1987
MBA, Business
University of Georgia - Terry College of Business 1978 — 1981
BBA, Business systems
Penelope Hart, ChFC, CLU Penelope Hart, ChFC, CLU's NYLIFE Securities LLC Experience December 1996 - Present
Job Compassionate Financial Adviser providing Tampa Bay Families with Estate and Retirement Planning Strategies for 18 years
Industry Financial Services
Experience
Eagle Strategies, LLC 2003 - Present
NYLife Securities, LLC December 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Fixed Annuities, Gifting Strategies, Protection..., Wealth Preservation..., Annuity Sales, 401k Rollovers, Account Management, Term Life Insurance, Lifetime Income..., Retirement, Finance, Personal Finance, Sales, Customer Service
Education
The American College
Florida State University
Eagle Strategies, LLC 2003 - Present
NYLife Securities, LLC December 1996 - Present
New York Life Insurance Company August 1996 - Present
Skills
Retirement Planning, Estate Planning, Investments, Life Insurance, Fixed Annuities, Gifting Strategies, Protection..., Wealth Preservation..., Annuity Sales, 401k Rollovers, Account Management, Term Life Insurance, Lifetime Income..., Retirement, Finance, Personal Finance, Sales, Customer Service
Education
The American College
Florida State University
Alexzan Daswani Alexzan Daswani's NYLIFE Securities LLC Experience March 2013 - Present
Job Dedicated Financial Services Professional helping families and individuals develop sound financial strategies.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Waddell & Reed June 2011 - January 2013
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, 401k Rollovers, Annuity Sales, Asset Allocation, Cash Management, Estate Planning, Fixed Annuities, Gifting Strategies, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Mutual Funds, Protection/Family..., Qualified Retirement..., Retirement Planning, Retirement Savings, Thought Leadership, Time Management, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Management..., Finance, Life Insurance, Securities, Financial Services, Retirement, Asset Management
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Florida State University 2006 — 2010
B.S., Economics
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Waddell & Reed June 2011 - January 2013
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Portfolio Management, 401k Rollovers, Annuity Sales, Asset Allocation, Cash Management, Estate Planning, Fixed Annuities, Gifting Strategies, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Mutual Funds, Protection/Family..., Qualified Retirement..., Retirement Planning, Retirement Savings, Thought Leadership, Time Management, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Management..., Finance, Life Insurance, Securities, Financial Services, Retirement, Asset Management
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance
Florida State University 2006 — 2010
B.S., Economics
Jeffrey T. Smith Jeffrey T. Smith's NYLIFE Securities LLC Experience November 2007 - May 2012
Job Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance December 2012 - Present
CUSO Financial Services, L.P. (Member FINRA/SIPC) May 2012 - September 2012
New York Life Insurance Company November 2007 - May 2012
NYLife Securities, LLC November 2007 - May 2012
Foresters December 2002 - November 2007
New England Financial 2000 - 2002
Skills
Retirement Planning, Property & Casualty..., Personal Lines Auto, Personal Lines Home, Umbrella Insurance, Life Insurance, Key Person Protection, Fixed Annuities, Securities, Wealth Preservation..., Series 7, Homeowners Insurance, Small Business, Disability Insurance, Insurance, Term Life Insurance, Homeowners, Financial Planning, Employee Benefits, Retirement, Sales, Customer Service, Investments
Education
Thornton High School
Westlake Jr. High
University of Northern Colorado
Business/Commerce
Doane College
Mass Communication/Media Studies
Liberty Mutual Insurance December 2012 - Present
CUSO Financial Services, L.P. (Member FINRA/SIPC) May 2012 - September 2012
New York Life Insurance Company November 2007 - May 2012
NYLife Securities, LLC November 2007 - May 2012
Foresters December 2002 - November 2007
New England Financial 2000 - 2002
Skills
Retirement Planning, Property & Casualty..., Personal Lines Auto, Personal Lines Home, Umbrella Insurance, Life Insurance, Key Person Protection, Fixed Annuities, Securities, Wealth Preservation..., Series 7, Homeowners Insurance, Small Business, Disability Insurance, Insurance, Term Life Insurance, Homeowners, Financial Planning, Employee Benefits, Retirement, Sales, Customer Service, Investments
Education
Thornton High School
Westlake Jr. High
University of Northern Colorado
Business/Commerce
Doane College
Mass Communication/Media Studies
Maribeth Marcelli Maribeth Marcelli's NYLIFE Securities LLC Experience November 2012 - Present
Job Berardi & Auteri, LLC Greater Philadelphia Area Financial Services
Industry Financial Services
Experience
Future Fitness January 2013 - Present
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Skills
Wellness, Personal Training, Fitness, Lifestyle, Customer Service, Small Business, Retirement, Wealth Accumulation, Strategic Financial..., Retirement Planning, Mutual Funds, Series 6, 401k Rollovers, Insurance, Entrepreneurship, Investments, Estate Planning, Legacies, Multi-generational..., Multi-generational...
Education
Drexel University 1988 — 1992
Bachelor's degree, Marketing and Finance
Future Fitness January 2013 - Present
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Skills
Wellness, Personal Training, Fitness, Lifestyle, Customer Service, Small Business, Retirement, Wealth Accumulation, Strategic Financial..., Retirement Planning, Mutual Funds, Series 6, 401k Rollovers, Insurance, Entrepreneurship, Investments, Estate Planning, Legacies, Multi-generational..., Multi-generational...
Education
Drexel University 1988 — 1992
Bachelor's degree, Marketing and Finance
Austin Hendrix Austin Hendrix's NYLIFE Securities LLC Experience December 2011 - Present
Job Wells Fargo Licensed Banker/Brokerage Associate
Industry Financial Services
Experience
NYLIFE Securities LLC December 2011 - Present
Myrtle Beach Pelicans January 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Retirement, Insurance, Accounting
Education
Clemson University - College of Business and Behavioral Science 2004 — 2009
Bachelor of Science (B.S.), Marketing
Fort Mill High School 2000 — 2004
NYLIFE Securities LLC December 2011 - Present
Myrtle Beach Pelicans January 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Retirement, Insurance, Accounting
Education
Clemson University - College of Business and Behavioral Science 2004 — 2009
Bachelor of Science (B.S.), Marketing
Fort Mill High School 2000 — 2004
Patrick Reid Patrick Reid's NYLIFE Securities LLC Experience July 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
NYLIFE Securities LLC July 2013 - Present
Hagemeyer North America December 2009 - December 2012
Hagemeyer North America April 2008 - December 2009
Bee Line Company April 2007 - April 2008
Maschio-Gaspardo USA Inc November 2004 - April 2007
W.W.Grainger Inc October 2001 - June 2004
W.W. Grainger Inc December 1999 - September 2001
W.W. Grainger Inc October 1998 - November 1999
W.W. Grainger Inc November 1996 - September 1998
Skills
Life Insurance..., Retirement Planning, Wealth Preservation..., Personal Finance, Estate Planning, Protection..., 401(k) Rollovers, Business Succession..., Multi-Generational..., Asset Protection, Education Funding..., Business Exit Strategy, Legacy Planning, Supplements to Employee..., Wealth Transfer..., Leadership, Management
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
Master's degree, Project Management, 3.0
St. Ambrose University 1993 — 1994
Master's degree, Marketing/Marketing Management, General, 3.0
Coe College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Economics, 3.0
Coe College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.0
West Branch High School 1984 — 1988
New York Life Insurance Company July 2013 - Present
NYLIFE Securities LLC July 2013 - Present
Hagemeyer North America December 2009 - December 2012
Hagemeyer North America April 2008 - December 2009
Bee Line Company April 2007 - April 2008
Maschio-Gaspardo USA Inc November 2004 - April 2007
W.W.Grainger Inc October 2001 - June 2004
W.W. Grainger Inc December 1999 - September 2001
W.W. Grainger Inc October 1998 - November 1999
W.W. Grainger Inc November 1996 - September 1998
Skills
Life Insurance..., Retirement Planning, Wealth Preservation..., Personal Finance, Estate Planning, Protection..., 401(k) Rollovers, Business Succession..., Multi-Generational..., Asset Protection, Education Funding..., Business Exit Strategy, Legacy Planning, Supplements to Employee..., Wealth Transfer..., Leadership, Management
Education
Keller Graduate School of Management of DeVry University 1998 — 2000
Master's degree, Project Management, 3.0
St. Ambrose University 1993 — 1994
Master's degree, Marketing/Marketing Management, General, 3.0
Coe College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Economics, 3.0
Coe College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.0
West Branch High School 1984 — 1988
Keri Lovato Keri Lovato's NYLIFE Securities LLC Experience February 2015 - Present
Job Dedicated Financial Services Professional helping families in the Clarksville, TN area.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company March 2014 - Present
Bankers Life and Casualty Company August 2013 - March 2014
Elizabethtown Montessori Children's Academy December 2008 - May 2011
Cardinal Health January 2008 - December 2008
KCTCS June 2006 - January 2008
Skills
Fixed Annuities, Whole Life, Health Insurance, Life Insurance, Long-term Care, Term Life Insurance, Critical Illness, Homeowners, Retirement, Medicare, Disability Insurance, Universal Life, Insurance, Retirement Planning
Education
Kaplan University 2009 — 2012
Bachelor's degree, Nutrition Sciences
Elizabethtown Community and Technical College 2006 — 2010
Associate's Degree, English Language and Literature/Letters
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company March 2014 - Present
Bankers Life and Casualty Company August 2013 - March 2014
Elizabethtown Montessori Children's Academy December 2008 - May 2011
Cardinal Health January 2008 - December 2008
KCTCS June 2006 - January 2008
Skills
Fixed Annuities, Whole Life, Health Insurance, Life Insurance, Long-term Care, Term Life Insurance, Critical Illness, Homeowners, Retirement, Medicare, Disability Insurance, Universal Life, Insurance, Retirement Planning
Education
Kaplan University 2009 — 2012
Bachelor's degree, Nutrition Sciences
Elizabethtown Community and Technical College 2006 — 2010
Associate's Degree, English Language and Literature/Letters
Joshua Cleason Joshua Cleason's NYLIFE Securities LLC Experience July 2014 - January 2015
Job Financial Services Representative
Industry Financial Services
Experience
Scottrade January 2015 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company April 2014 - January 2015
Skills
Time Management, Account Management, Retirement Planning, Risk Management, Education Funding..., Life Insurance, Creative Problem Solving
Education
Colorado State University-Pueblo 2008 — 2013
Bachelor of Science in Business Administration, Business Management and Marketing
Scottrade January 2015 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company April 2014 - January 2015
Skills
Time Management, Account Management, Retirement Planning, Risk Management, Education Funding..., Life Insurance, Creative Problem Solving
Education
Colorado State University-Pueblo 2008 — 2013
Bachelor of Science in Business Administration, Business Management and Marketing
Terry Cade Terry Cade's NYLIFE Securities LLC Experience October 2013 - Present
Job Helping families and retirees achieve financial independence in the Columbia area for 3 years
Industry Financial Services
Experience
NYLIFE SECURITIES LLC October 2013 - Present
New York Life Insurance Company May 2013 - Present
Capital Insurance Agency of SC/AFLAC February 2011 - May 2013
US Army May 1988 - November 2010
Skills
401k Rollovers, Investments, Retirement Planning, Insurance, Annuity Sales, LUTCF, Licensed Life Insurance..., Legacies, Multi-generational..., Protection...
Education
Franklin University 2009 — 2010
Master of Business Administration (M.B.A.), Mangement
Franklin University 2006 — 2008
Bachelor of Science (BS), Healthcare Management
NYLIFE SECURITIES LLC October 2013 - Present
New York Life Insurance Company May 2013 - Present
Capital Insurance Agency of SC/AFLAC February 2011 - May 2013
US Army May 1988 - November 2010
Skills
401k Rollovers, Investments, Retirement Planning, Insurance, Annuity Sales, LUTCF, Licensed Life Insurance..., Legacies, Multi-generational..., Protection...
Education
Franklin University 2009 — 2010
Master of Business Administration (M.B.A.), Mangement
Franklin University 2006 — 2008
Bachelor of Science (BS), Healthcare Management
Richard S Ennis Richard S Ennis's NYLIFE Securities LLC Experience April 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
P&G November 2001 - August 2009
The Gillette Company 1998 - 2001
Duracell Batteries 1989 - 1998
Duracell Batteries 1982 - 1989
Armstrong World Industries 1976 - 1982
US Steel 1975 - 1975
Skills
Insurance, Investments, 401(k) Rollovers, Retirement Planning, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, Wealth Preservation..., Retirement, Succession Planning, Strategic Planning
Education
LaGrange College 1989 — 1991
MBA
Georgia Institute of Technology 1972 — 1974
BIE, Industrial Engineering
Darton College 1970 — 1972
Physics
Westover High School
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
P&G November 2001 - August 2009
The Gillette Company 1998 - 2001
Duracell Batteries 1989 - 1998
Duracell Batteries 1982 - 1989
Armstrong World Industries 1976 - 1982
US Steel 1975 - 1975
Skills
Insurance, Investments, 401(k) Rollovers, Retirement Planning, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, Wealth Preservation..., Retirement, Succession Planning, Strategic Planning
Education
LaGrange College 1989 — 1991
MBA
Georgia Institute of Technology 1972 — 1974
BIE, Industrial Engineering
Darton College 1970 — 1972
Physics
Westover High School
Josh Pederson's NYLIFE Securities LLC Experience July 2013 - April 2015
Job Specializing in helping start up and small business owners with their risk management solutions.
Industry Insurance
Experience
Bridge Stone Agency, LLC April 2015 - Present
NYLIFE Securities LLC July 2013 - April 2015
New York Life Insurance Company March 2013 - April 2015
Memorial Lutheran School July 2008 - June 2013
St. John's Lutheran School - Watertown July 2003 - June 2008
Nebraska Evangelical Lutheran High School July 2002 - June 2003
Skills
Retirement Planning, Business Planning, Finance, Asset Protection, Succession Planning, Fixed Annuities, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Investments, Small Business, Estate Planning, Insurance, Customer Service, 401k Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Leadership, Public Speaking, Management, Employee Benefits
Education
Davenport University 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Martin Luther College 1997 — 2002
B.S., Education
Minnesota Valley Lutheran High School 1993 — 1997
Bridge Stone Agency, LLC April 2015 - Present
NYLIFE Securities LLC July 2013 - April 2015
New York Life Insurance Company March 2013 - April 2015
Memorial Lutheran School July 2008 - June 2013
St. John's Lutheran School - Watertown July 2003 - June 2008
Nebraska Evangelical Lutheran High School July 2002 - June 2003
Skills
Retirement Planning, Business Planning, Finance, Asset Protection, Succession Planning, Fixed Annuities, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Investments, Small Business, Estate Planning, Insurance, Customer Service, 401k Rollovers, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Leadership, Public Speaking, Management, Employee Benefits
Education
Davenport University 2015 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Martin Luther College 1997 — 2002
B.S., Education
Minnesota Valley Lutheran High School 1993 — 1997
Scott Cohen, LUTCF's NYLIFE Securities LLC Experience May 2009 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
Nylife Securities LLC May 2009 - Present
New York Life Insurance Company March 2009 - Present
Nimbit 2001 - 2008
Progressive Sales 1988 - 1999
Skills
Retirement, Small Business, 401(k) Rollovers, Estate Planning, Investments, Insurance, Retirement Planning, Key Person Protection, Succession Planning, Asset Protection, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Wealth Preservation..., Financial Services, Licensed in Long-Term..., IRA Rollovers, Buy-sell Agreements, Personal Finance
Education
Clark University
BA, Psychology, Business
Hull High School
Nylife Securities LLC May 2009 - Present
New York Life Insurance Company March 2009 - Present
Nimbit 2001 - 2008
Progressive Sales 1988 - 1999
Skills
Retirement, Small Business, 401(k) Rollovers, Estate Planning, Investments, Insurance, Retirement Planning, Key Person Protection, Succession Planning, Asset Protection, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Wealth Preservation..., Financial Services, Licensed in Long-Term..., IRA Rollovers, Buy-sell Agreements, Personal Finance
Education
Clark University
BA, Psychology, Business
Hull High School
Weili (Willy) Yu Weili (Willy) Yu's NYLIFE Securities LLC Experience September 2007 - Present
Job Dedicated Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Retirement Planning, Estate Planning, Multi-generational..., Wealth Preservation..., Securities, Licensed Life Insurance..., Investments, Small Business..., Gifting Strategies, Assest Protection, Annuity Sales, Key Person Protection, 401(k) Rollovers, Financial Services, IRAs
Education
San Francisco State University 2005 — 2007
Bachelor of Science (BS), Accounting and Finance
City College of San Francisco 2001 — 2004
Associate of Science (A.S.), Accounting and Finance
NYLIFE Securities LLC September 2007 - Present
New York Life Insurance Company September 2007 - Present
Skills
Retirement Planning, Estate Planning, Multi-generational..., Wealth Preservation..., Securities, Licensed Life Insurance..., Investments, Small Business..., Gifting Strategies, Assest Protection, Annuity Sales, Key Person Protection, 401(k) Rollovers, Financial Services, IRAs
Education
San Francisco State University 2005 — 2007
Bachelor of Science (BS), Accounting and Finance
City College of San Francisco 2001 — 2004
Associate of Science (A.S.), Accounting and Finance
Peter Klein, MBA Peter Klein, MBA's NYLIFE Securities LLC Experience September 2013 - September 2014
Job Mortgage Loan Originator at NewDay USA
Industry Financial Services
Experience
NewDay USA September 2014 - Present
NYLIFE Securities LLC September 2013 - September 2014
Target May 2009 - July 2013
Center for Instructional Technology September 2008 - May 2009
Capstone Company January 2008 - May 2008
Skills
Building Relationships, Financial Services, 401k Rollovers, Retirement Planning, Life Insurance..., Estate Planning, Asset Protection, Wealth Transfer..., Succession Planning, Annuity Sales, Personal Finance, Licensed in Long Term..., Life Insurance
Education
Frostburg State University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration
Frostburg State University 2003 — 2007
BS, Marketing and Finance
NewDay USA September 2014 - Present
NYLIFE Securities LLC September 2013 - September 2014
Target May 2009 - July 2013
Center for Instructional Technology September 2008 - May 2009
Capstone Company January 2008 - May 2008
Skills
Building Relationships, Financial Services, 401k Rollovers, Retirement Planning, Life Insurance..., Estate Planning, Asset Protection, Wealth Transfer..., Succession Planning, Annuity Sales, Personal Finance, Licensed in Long Term..., Life Insurance
Education
Frostburg State University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration
Frostburg State University 2003 — 2007
BS, Marketing and Finance
Cory Cummings Cory Cummings's NYLIFE Securities LLC Experience September 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Knights of Columbus January 2011 - August 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Insurance, Gifting Strategies, Key Person Insurance, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Retirement, Wealth Preservation..., Long Term Care Insurance, Roth IRA, Leadership, Whole Life, Variable Products
Education
Elizabeth City State University 1997 — 2002
Bachelor's degree, Criminal Justice
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Knights of Columbus January 2011 - August 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Insurance, Gifting Strategies, Key Person Insurance, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Retirement, Wealth Preservation..., Long Term Care Insurance, Roth IRA, Leadership, Whole Life, Variable Products
Education
Elizabeth City State University 1997 — 2002
Bachelor's degree, Criminal Justice
Carey Sullivan's NYLIFE Securities LLC Experience June 2009 - Present
Job Owner/Financial Adviser, Registered Insurance Agent, Investments, Wealth Management
Industry Financial Services
Experience
Five Peaks Capital Group October 2012 - Present
Eagle Strategies LLC October 2011 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company March 2009 - Present
Nylife Securities, LLC March 2009 - 2012
Countrywide Bank February 2008 - February 2009
Skills
Strategic Financial..., Retirement, Retirement Planning, Insurance, Finance, Portfolio Management, Securities, Financial Services, Small Business, Analysis, Credit, Project Planning, Wealth, Accounting, Fixed Annuities, Investments, Estate Planning, IRAs, Mutual Funds, 401k, Wealth Management, College Funding..., Term Life Insurance, Life Insurance, Alternative Investments, Multi-family Investments, Cost Savings Strategies, financial, Financial Analysis, stocks, Equities, Private Equity, Equity Trading
Education
Colorado State University 2005 — 2008
BS, Sociology, Political Science
Coe College 2003 — 2005
Bachelor of Science (BS), Sociology
Five Peaks Capital Group October 2012 - Present
Eagle Strategies LLC October 2011 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company March 2009 - Present
Nylife Securities, LLC March 2009 - 2012
Countrywide Bank February 2008 - February 2009
Skills
Strategic Financial..., Retirement, Retirement Planning, Insurance, Finance, Portfolio Management, Securities, Financial Services, Small Business, Analysis, Credit, Project Planning, Wealth, Accounting, Fixed Annuities, Investments, Estate Planning, IRAs, Mutual Funds, 401k, Wealth Management, College Funding..., Term Life Insurance, Life Insurance, Alternative Investments, Multi-family Investments, Cost Savings Strategies, financial, Financial Analysis, stocks, Equities, Private Equity, Equity Trading
Education
Colorado State University 2005 — 2008
BS, Sociology, Political Science
Coe College 2003 — 2005
Bachelor of Science (BS), Sociology
T.G. Shuck T.G. Shuck's NYLIFE Securities LLC Experience December 2012 - January 2014
Job Senior Associate, Internal Life Product Consultant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC December 2012 - January 2014
New York Life Insurance Company June 2012 - January 2014
Rely-a-Light July 2012 - December 2013
WKYT-TV May 1996 - March 2012
WCNC-TV May 1993 - September 1994
Skills
Retirement Planning, Meteorology, Severe Weather, Weather Forecasting, Weather Radar, Broadcast Television, Public Speaking, Live Broadcast, Media Relations, Social Media, Radio Broadcasting, Social Media Marketing, Press Releases, Blogging, Storytelling, Videography, Breaking News, Video Production, Radio, Newspapers, Facebook, Final Cut Pro, Sports, Video Editing, ENPS, Television, Advertising Sales, Non-linear Editing, Social Networking, Digital Media, Avid, Broadcast, Producing, Journalism, Advertising, New Media, Broadcast Journalism, News Writing, Public Relations, Speech Writing
Education
Mississippi State University 1995 — 1997
Certificate of Broadcast Meteorology, Meteorology, 4.0
Georgetown College 1986 — 1991
Bachelor of Arts (B.A.), Communications
Lafayette High School 1983 — 1986
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC December 2012 - January 2014
New York Life Insurance Company June 2012 - January 2014
Rely-a-Light July 2012 - December 2013
WKYT-TV May 1996 - March 2012
WCNC-TV May 1993 - September 1994
Skills
Retirement Planning, Meteorology, Severe Weather, Weather Forecasting, Weather Radar, Broadcast Television, Public Speaking, Live Broadcast, Media Relations, Social Media, Radio Broadcasting, Social Media Marketing, Press Releases, Blogging, Storytelling, Videography, Breaking News, Video Production, Radio, Newspapers, Facebook, Final Cut Pro, Sports, Video Editing, ENPS, Television, Advertising Sales, Non-linear Editing, Social Networking, Digital Media, Avid, Broadcast, Producing, Journalism, Advertising, New Media, Broadcast Journalism, News Writing, Public Relations, Speech Writing
Education
Mississippi State University 1995 — 1997
Certificate of Broadcast Meteorology, Meteorology, 4.0
Georgetown College 1986 — 1991
Bachelor of Arts (B.A.), Communications
Lafayette High School 1983 — 1986
Rodney Kornegay Rodney Kornegay's NYLIFE Securities LLC Experience June 2012 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
Community Resources For Justice (CRJ) August 2011 - May 2012
Primerica July 2011 - December 2011
Threadz Boston February 2011 - June 2011
expressions August 2009 - February 2011
Skills
Retirement, Customer Service, Retirement Planning, Management, Variable Annuities, Financial Services, 401k Rollovers, Fixed Annuities, Customer Satisfaction, Buy-sell Agreements, Employee Benefits, Permanent Life Insurance, Income Protection, Account Management, Customer Retention, licensed in long ter..., Investments, Legacy Planning, Risk Management, Succession Planning, Wealth Preservation..., Workshop Facilitation, Team Leadership, Relationship Management, Business Development, Business Networking, Creative Problem Solving, Problem Solving, Personal Finance, Term Life Insurance, Key Person Protection, Estate Planning, education funding..., Annuity Sales, Asset Protection, Business Exit Strategy, Multi-Generational..., Whole Life Insurance, Grandchild Gifting, Insurance, Small Business, Charitable Giving
Education
College of St. Joseph 1997 — 2001
Finance, Finance.management
UMass Lowell 1995 — 1997
Management
Brockton High School 1992 — 1995
High School Diploma, General Studies, 3.0
NYLIFE Securities LLC June 2012 - Present
Community Resources For Justice (CRJ) August 2011 - May 2012
Primerica July 2011 - December 2011
Threadz Boston February 2011 - June 2011
expressions August 2009 - February 2011
Skills
Retirement, Customer Service, Retirement Planning, Management, Variable Annuities, Financial Services, 401k Rollovers, Fixed Annuities, Customer Satisfaction, Buy-sell Agreements, Employee Benefits, Permanent Life Insurance, Income Protection, Account Management, Customer Retention, licensed in long ter..., Investments, Legacy Planning, Risk Management, Succession Planning, Wealth Preservation..., Workshop Facilitation, Team Leadership, Relationship Management, Business Development, Business Networking, Creative Problem Solving, Problem Solving, Personal Finance, Term Life Insurance, Key Person Protection, Estate Planning, education funding..., Annuity Sales, Asset Protection, Business Exit Strategy, Multi-Generational..., Whole Life Insurance, Grandchild Gifting, Insurance, Small Business, Charitable Giving
Education
College of St. Joseph 1997 — 2001
Finance, Finance.management
UMass Lowell 1995 — 1997
Management
Brockton High School 1992 — 1995
High School Diploma, General Studies, 3.0
Travis Rhine's NYLIFE Securities LLC Experience January 2009 - Present
Job Registered Representative, NYLIFE Securities, LLC at NYLife Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
NYLife Securities LLC. January 2009 - Present
Education
Coastal Carolina University 2004 — 2008
Bachelors, Business Management and Marketing
New York Life Insurance Company January 2009 - Present
NYLife Securities LLC. January 2009 - Present
Education
Coastal Carolina University 2004 — 2008
Bachelors, Business Management and Marketing
Mark Francis, MBA Mark Francis, MBA's NYLIFE Securities LLC Experience March 2012 - Present
Job Financial Services Professional
Industry Insurance
Experience
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company January 2012 - Present
Travelers November 2009 - October 2011
Skills
Insurance, Retirement, Financial Services, Life Insurance, Sales, Retirement Planning, Term Life Insurance, Marketing
Education
Clarkson University 1997 — 1998
Master of Business Administration (MBA)
Keuka College 1995 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company January 2012 - Present
Travelers November 2009 - October 2011
Skills
Insurance, Retirement, Financial Services, Life Insurance, Sales, Retirement Planning, Term Life Insurance, Marketing
Education
Clarkson University 1997 — 1998
Master of Business Administration (MBA)
Keuka College 1995 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Dmitriy Khalilov, LUTCF's NYLIFE Securities LLC Experience January 2004 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 2004 - Present
New York Life Insurance Company December 2003 - Present
Karakoyunlu Solutions LLC October 2005 - May 2012
Skills
Retirement Planning, Term Life Insurance, Insurance, Financial Services, Variable Annuities, Roth IRA, Retirement, Estate Planning, Life Insurance, Annuity Sales, Whole Life Insurance, Wealth Preservation..., Investments, 401k Rollovers, IRA Rollovers, Small Business
Education
The American College 2007 — 2009
LUTCF, Retirement and Business Planning
John Jay College of Criminal Justice 2002 — 2007
BA, Public Administration
NYLIFE Securities LLC January 2004 - Present
New York Life Insurance Company December 2003 - Present
Karakoyunlu Solutions LLC October 2005 - May 2012
Skills
Retirement Planning, Term Life Insurance, Insurance, Financial Services, Variable Annuities, Roth IRA, Retirement, Estate Planning, Life Insurance, Annuity Sales, Whole Life Insurance, Wealth Preservation..., Investments, 401k Rollovers, IRA Rollovers, Small Business
Education
The American College 2007 — 2009
LUTCF, Retirement and Business Planning
John Jay College of Criminal Justice 2002 — 2007
BA, Public Administration
Anthony Kennard Anthony Kennard's NYLIFE Securities LLC Experience March 2012 - Present
Job Financial Services Professional at Financial Strategies Corporation of Michigan
Industry Financial Services
Experience
NYLIFE Securities LLC March 2012 - Present
Financial Strategies Corporation of Michigan October 2011 - Present
United States Marine Corps July 2002 - July 2006
Education
Eastern Michigan University 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
NYLIFE Securities LLC March 2012 - Present
Financial Strategies Corporation of Michigan October 2011 - Present
United States Marine Corps July 2002 - July 2006
Education
Eastern Michigan University 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Joseph Natoli Joseph Natoli's NYLIFE Securities LLC Experience August 2010 - January 2015
Job Financial Advisor at Charter Oak Insurance and Financial Services Co. a member of the MassMutual Financial Group
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services Co. a member of the MassMutual Financial Group January 2015 - Present
NYLIFE Securities LLC August 2010 - January 2015
Urban Underground Realty LLC 2005 - 2010
R.R. Love LTD. 1996 - 2010
Brooklyn Music Ltd. 1996 - 2002
Education
Five Towns College 1990 — 1994
Bachelors Degree, Jazz Performance/Commercial Music Business
Brooklyn College 1989 — 1991
Accounting
Charter Oak Insurance and Financial Services Co. a member of the MassMutual Financial Group January 2015 - Present
NYLIFE Securities LLC August 2010 - January 2015
Urban Underground Realty LLC 2005 - 2010
R.R. Love LTD. 1996 - 2010
Brooklyn Music Ltd. 1996 - 2002
Education
Five Towns College 1990 — 1994
Bachelors Degree, Jazz Performance/Commercial Music Business
Brooklyn College 1989 — 1991
Accounting
Robert Rizzuto's NYLIFE Securities LLC Experience February 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company May 2014 - Present
RPR Consulting October 2010 - May 2014
JWT INSIDE October 2007 - August 2010
JWT October 2007 - August 2010
Ammirati Puris Lintas December 1996 - June 2004
Lowe Worldwide 1996 - 2004
Griffin Bacal 1994 - 1996
Backer Spielvogel Bates June 1986 - December 1993
Saatchi & Saatchi, NY 1983 - 1986
Education
Cornell University
Bachelor of Science, Business Administration and Management, General
North Shore High School
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company May 2014 - Present
RPR Consulting October 2010 - May 2014
JWT INSIDE October 2007 - August 2010
JWT October 2007 - August 2010
Ammirati Puris Lintas December 1996 - June 2004
Lowe Worldwide 1996 - 2004
Griffin Bacal 1994 - 1996
Backer Spielvogel Bates June 1986 - December 1993
Saatchi & Saatchi, NY 1983 - 1986
Education
Cornell University
Bachelor of Science, Business Administration and Management, General
North Shore High School
Juan B Gonzalez, LUTCF Juan B Gonzalez, LUTCF's NYLIFE Securities LLC Experience May 2008 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
New York Life Insurance Company July 2011 - April 2015
WFS Mortgage - Loan Net January 1999 - April 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Buy-sell Agreements, Education Funding..., Estate Planning, Income Protection, Legacy Planning, Licensed Life Insurance..., Life Insurance..., Retirement Planning, Wealth Preservation...
Education
Escuela Colombiana de Ingeniería 'Julio Garavito' 1981 — 1986
Civil Enginiering
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
New York Life Insurance Company July 2011 - April 2015
WFS Mortgage - Loan Net January 1999 - April 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Buy-sell Agreements, Education Funding..., Estate Planning, Income Protection, Legacy Planning, Licensed Life Insurance..., Life Insurance..., Retirement Planning, Wealth Preservation...
Education
Escuela Colombiana de Ingeniería 'Julio Garavito' 1981 — 1986
Civil Enginiering
Neemit M. Shah Neemit M. Shah's NYLIFE Securities LLC Experience December 2008 - Present
Job Financial services professional specializing in estate planning focused on preserving wealth and reducing taxes
Industry Financial Services
Experience
NYLIFE Securities LLC December 2008 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Long-term Care, Investments, Term Life Insurance, Sales, Business Development, Succession Planning, Personal Finance, Supplements to Employee..., 401k Rollovers, Annuity Sales, Strategic Planning
Education
Fairfield University 1999 — 2004
Bachelor of Arts (BA), Economics
Drexel University 1998 — 1999
NYLIFE Securities LLC December 2008 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Long-term Care, Investments, Term Life Insurance, Sales, Business Development, Succession Planning, Personal Finance, Supplements to Employee..., 401k Rollovers, Annuity Sales, Strategic Planning
Education
Fairfield University 1999 — 2004
Bachelor of Arts (BA), Economics
Drexel University 1998 — 1999
Nicholas Camel, CRPC's NYLIFE Securities LLC Experience February 2015 - August 2015
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
NYLIFE Securities LLC February 2015 - August 2015
New York Life Insurance Company November 2014 - August 2015
BB&T September 2013 - November 2014
BB&T July 2012 - September 2013
Lme Incorporated January 2011 - July 2012
Massachusetts Mutual Life Insurance Company November 2008 - September 2009
Ameriprise Financial Services, Inc. September 2005 - November 2008
Skills
401(k) Rollovers, IRA Rollovers, Protection..., Estate Planning, Retirement Planning, Wealth Preservation..., Education Funding..., Annuity Sales, Lifetime Income..., Asset Protection, Permanent Life Insurance, Whole Life Insurance, Insurance, Term Life Insurance, Personal Finance, Wealth Transfer..., Licensed in Long-Term..., Buy-sell Agreements, Small Business, Leadership, IRAs, Financial Analysis
Education
George Mason University 2001 — 2005
Psychology
Wells Fargo August 2015 - Present
NYLIFE Securities LLC February 2015 - August 2015
New York Life Insurance Company November 2014 - August 2015
BB&T September 2013 - November 2014
BB&T July 2012 - September 2013
Lme Incorporated January 2011 - July 2012
Massachusetts Mutual Life Insurance Company November 2008 - September 2009
Ameriprise Financial Services, Inc. September 2005 - November 2008
Skills
401(k) Rollovers, IRA Rollovers, Protection..., Estate Planning, Retirement Planning, Wealth Preservation..., Education Funding..., Annuity Sales, Lifetime Income..., Asset Protection, Permanent Life Insurance, Whole Life Insurance, Insurance, Term Life Insurance, Personal Finance, Wealth Transfer..., Licensed in Long-Term..., Buy-sell Agreements, Small Business, Leadership, IRAs, Financial Analysis
Education
George Mason University 2001 — 2005
Psychology
Joshua Forry's NYLIFE Securities LLC Experience August 2013 - Present
Job Dedicated Financial Services Professional with New York Life helping families develop sound financial strategies
Industry Financial Services
Experience
NYLIFE Securities LLC August 2013 - Present
QVC June 2011 - July 2013
QVC June 2011 - August 2012
Skills
Time Management, Sales, Retirement Planning, Entrepreneurship, Management, Leadership, Strategic Planning, Public Speaking, Marketing, Social Media, Teamwork, Marketing Strategy, Team Building, Strategy, Advertising, Sales Management, Event Management, Brand Development, 401(k) Rollovers, Asset Protection, Investments, Legacies, Estate Planning, Key Person Protection, Small Business..., Protection...
Education
Eastern University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Eastern University
NYLIFE Securities LLC August 2013 - Present
QVC June 2011 - July 2013
QVC June 2011 - August 2012
Skills
Time Management, Sales, Retirement Planning, Entrepreneurship, Management, Leadership, Strategic Planning, Public Speaking, Marketing, Social Media, Teamwork, Marketing Strategy, Team Building, Strategy, Advertising, Sales Management, Event Management, Brand Development, 401(k) Rollovers, Asset Protection, Investments, Legacies, Estate Planning, Key Person Protection, Small Business..., Protection...
Education
Eastern University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Eastern University
Michael Duclos Michael Duclos's NYLIFE Securities LLC Experience March 2013 - April 2014
Job Assistant Service Manager at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2015 - Present
Williams Estate and Financial Group July 2014 - June 2015
NYLIFE Securities LLC March 2013 - April 2014
New York Life Insurance Company September 2012 - April 2014
HUGO BOSS FACTORY STORE May 2007 - February 2010
Hugo Boss August 2006 - May 2007
HICKEY FREEMAN / BOBBY JONES OUTLET May 2006 - August 2006
Hugo Boss April 2004 - May 2006
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Estate Planning, Wealth Preservation..., Key Person Protection, Insurance, Financial Services, Retail, Inventory Management, Fixed Annuities, Finance
Education
Bridgewater State University 2010 — 2012
Bachlors, Accounting & Finance
Community College of Rhode Island
Associate in Science, Business
North Providence High School
Mutual of America July 2015 - Present
Williams Estate and Financial Group July 2014 - June 2015
NYLIFE Securities LLC March 2013 - April 2014
New York Life Insurance Company September 2012 - April 2014
HUGO BOSS FACTORY STORE May 2007 - February 2010
Hugo Boss August 2006 - May 2007
HICKEY FREEMAN / BOBBY JONES OUTLET May 2006 - August 2006
Hugo Boss April 2004 - May 2006
Skills
Licensed Life Insurance..., Protection..., 401k Rollovers, Annuity Sales, Estate Planning, Wealth Preservation..., Key Person Protection, Insurance, Financial Services, Retail, Inventory Management, Fixed Annuities, Finance
Education
Bridgewater State University 2010 — 2012
Bachlors, Accounting & Finance
Community College of Rhode Island
Associate in Science, Business
North Providence High School
Claire M. Nagel, MBA Claire M. Nagel, MBA's NYLIFE Securities LLC Experience July 1992 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company July 1992 - Present
NYLIFE Securities LLC July 1992 - Present
Evangelical Lutheran Church in America January 1984 - December 1988
University of Pennsylvania May 1980 - December 1983
Cornell University December 1975 - April 1980
Skills
Financial Services, Education Funding..., Long-Term Care Insurance
Education
New York University 1964 — 1968
MBA, Management
Cornell University 1949 — 1953
Bachelor of Arts (BA), History
New York Life Insurance Company July 1992 - Present
NYLIFE Securities LLC July 1992 - Present
Evangelical Lutheran Church in America January 1984 - December 1988
University of Pennsylvania May 1980 - December 1983
Cornell University December 1975 - April 1980
Skills
Financial Services, Education Funding..., Long-Term Care Insurance
Education
New York University 1964 — 1968
MBA, Management
Cornell University 1949 — 1953
Bachelor of Arts (BA), History
Nelson J. Rodriguez, MBA's NYLIFE Securities LLC Experience June 2012 - Present
Job Devoted Financial Services Professional assisting Families and Business Owners to develop a sound financial strategy
Industry Insurance
Experience
Hartford Foundation for Public Giving January 2015 - Present
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Fund For Greater Hartford February 2014 - Present
International Hartford January 2014 - Present
The Knox Foundation January 2014 - Present
Skills
Insurance, Life Insurance, 401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection Planning /..., Wealth Preservation..., Training, Management, Sales, Retirement, Analysis, Fixed Annuities, Term Life Insurance, Leadership, Whole Life, Asset Management, Disability Insurance, Financial Services, Employee Benefits, Investments, Long Term Care Insurance, 401k, Series 6, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Long-term Care
Education
Fordham University 1994 — 1998
B.S., Finance
University of Phoenix 2006 — 2008
MBA, Management
Hartford Foundation for Public Giving January 2015 - Present
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Fund For Greater Hartford February 2014 - Present
International Hartford January 2014 - Present
The Knox Foundation January 2014 - Present
Skills
Insurance, Life Insurance, 401(k) Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Thought Leadership, Time Management, Protection Planning /..., Wealth Preservation..., Training, Management, Sales, Retirement, Analysis, Fixed Annuities, Term Life Insurance, Leadership, Whole Life, Asset Management, Disability Insurance, Financial Services, Employee Benefits, Investments, Long Term Care Insurance, 401k, Series 6, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Long-term Care
Education
Fordham University 1994 — 1998
B.S., Finance
University of Phoenix 2006 — 2008
MBA, Management
Joshua Yerke Joshua Yerke'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 June 2009 - Present
Skills
Insurance, 401k Rollovers, Key Person Protection, Protection..., Wealth Preservation..., Multi-generational..., Legacies, Annuity Sales
Education
Utah State University 2006 — 2009
Two Bachelors degrees, Economics and Finance
Dixie State College 2005 — 2006
Associate's degree, Business/Commerce, General
Tooele High School 2001 — 2005
High School Diploma, General
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Insurance, 401k Rollovers, Key Person Protection, Protection..., Wealth Preservation..., Multi-generational..., Legacies, Annuity Sales
Education
Utah State University 2006 — 2009
Two Bachelors degrees, Economics and Finance
Dixie State College 2005 — 2006
Associate's degree, Business/Commerce, General
Tooele High School 2001 — 2005
High School Diploma, General
Heather (E.) Gayle Heather (E.) Gayle's NYLIFE Securities LLC Experience July 2012 - Present
Job Financial Services Professional transforming familes, businesses and communities through generational wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC July 2012 - Present
St. John's Evangelical Lutheran Church 2009 - 2012
Wells Fargo Home Mortgage November 2007 - May 2011
Wells Fargo Home Mortgage August 2005 - November 2007
Wells Fargo Home Mortgage March 2003 - November 2005
York College (The City University of New York) September 1999 - May 2005
Wells Fargo Home Mortgage June 2001 - March 2003
Fleet Mortgage 1998 - 2001
Dime Savings Bank 1996 - 1998
Skills
Insurance, Retirement, Financial Services, Finance, Mutual Funds, Investments, Securities, Fixed Annuities, Variable Annuities, 401k, Licensed in VA, PA, CT...
Education
City University of New York-Brooklyn College 1995 — 1997
Master of Arts, Political Science
Fisk University 1980 — 1984
BA, History
NYLIFE Securities LLC July 2012 - Present
St. John's Evangelical Lutheran Church 2009 - 2012
Wells Fargo Home Mortgage November 2007 - May 2011
Wells Fargo Home Mortgage August 2005 - November 2007
Wells Fargo Home Mortgage March 2003 - November 2005
York College (The City University of New York) September 1999 - May 2005
Wells Fargo Home Mortgage June 2001 - March 2003
Fleet Mortgage 1998 - 2001
Dime Savings Bank 1996 - 1998
Skills
Insurance, Retirement, Financial Services, Finance, Mutual Funds, Investments, Securities, Fixed Annuities, Variable Annuities, 401k, Licensed in VA, PA, CT...
Education
City University of New York-Brooklyn College 1995 — 1997
Master of Arts, Political Science
Fisk University 1980 — 1984
BA, History
Jared Arentz Jared Arentz's NYLIFE Securities LLC Experience November 2010 - February 2015
Job Internal Advisor Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2015 - Present
NYLIFE Securities LLC November 2010 - February 2015
All Star Baseball Academy July 2010 - January 2011
All Star Baseball Academy May 2010 - July 2010
Comcast-Spectacor 2008 - 2009
Skills
Retirement Planning, 401k Rollovers, Mortgage Protection, College Savings Plans, Long Term Care, Investment Strategies, Retirement Income..., Retirement, Insurance, Fixed Annuities, Securities, Financial Services, Long-term Care, Life Insurance, 401k, Disability Insurance
Education
Drexel University 2008 — 2010
M.S., Sport Management
Penn State University 2003 — 2007
B.S., Recreation, Park and Tourism Management, Business
Hartford Funds March 2015 - Present
NYLIFE Securities LLC November 2010 - February 2015
All Star Baseball Academy July 2010 - January 2011
All Star Baseball Academy May 2010 - July 2010
Comcast-Spectacor 2008 - 2009
Skills
Retirement Planning, 401k Rollovers, Mortgage Protection, College Savings Plans, Long Term Care, Investment Strategies, Retirement Income..., Retirement, Insurance, Fixed Annuities, Securities, Financial Services, Long-term Care, Life Insurance, 401k, Disability Insurance
Education
Drexel University 2008 — 2010
M.S., Sport Management
Penn State University 2003 — 2007
B.S., Recreation, Park and Tourism Management, Business
David L. Shuler, Partner, New York Life's NYLIFE Securities LLC Experience May 2007 - October 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 and NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company September 2007 - Present
NYLIFE Securities LLC May 2007 - October 2014
City of Brighton June 2002 - September 2008
United States Marine Corps September 1992 - August 2003
Skills
Retirement, Retirement Planning, Microsoft Word, Insurance, Access, Analysis, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Mutual Funds, Financial Services, IRAs, Fixed Annuities, Life Insurance, Wealth Accumulation, Securities, 401k, Long-term Care, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Financial Advisory, Series 7, Strategic Financial..., Wealth Management, College Savings Plans, Investment Strategies, Health Insurance, Roth IRA, Financial Planning
Education
Colorado State University 1994 — 1999
Bachelor of Applied Science (BASc), Biology
New York Life Insurance Company and NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company September 2007 - Present
NYLIFE Securities LLC May 2007 - October 2014
City of Brighton June 2002 - September 2008
United States Marine Corps September 1992 - August 2003
Skills
Retirement, Retirement Planning, Microsoft Word, Insurance, Access, Analysis, 401k Rollovers, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Mutual Funds, Financial Services, IRAs, Fixed Annuities, Life Insurance, Wealth Accumulation, Securities, 401k, Long-term Care, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Financial Planners, Whole Life, Financial Advisory, Series 7, Strategic Financial..., Wealth Management, College Savings Plans, Investment Strategies, Health Insurance, Roth IRA, Financial Planning
Education
Colorado State University 1994 — 1999
Bachelor of Applied Science (BASc), Biology
Ana More' Ana More''s NYLIFE Securities LLC Experience March 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2011 - Present
AM Consulting August 2009 - March 2011
Office Depot 2007 - 2009
Topp Service Solutions 2002 - 2004
AT&T Mobility 1990 - 1997
Skills
Estate Planning, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Insurance, 401k Rollovers, Leadership, Financial Services, Small Business, Retirement Planning, Mutual Funds, Analysis, Investments, Consulting, Employee Benefits, Fixed Annuities, Finance, Life Insurance, IRAs, Retirement, Long Term Care Insurance, Health Insurance, 401k, Business Planning, Disability Insurance, Long-term Care, Strategy, Variable Annuities
Education
University of Missouri-Kansas City 1983 — 1983
Marketing
Florida Atlantic University 1981 — 1982
Management
University of Florida - Warrington College Of Business
BSBA, Business Administration
NYLIFE Securities LLC March 2011 - Present
AM Consulting August 2009 - March 2011
Office Depot 2007 - 2009
Topp Service Solutions 2002 - 2004
AT&T Mobility 1990 - 1997
Skills
Estate Planning, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Insurance, 401k Rollovers, Leadership, Financial Services, Small Business, Retirement Planning, Mutual Funds, Analysis, Investments, Consulting, Employee Benefits, Fixed Annuities, Finance, Life Insurance, IRAs, Retirement, Long Term Care Insurance, Health Insurance, 401k, Business Planning, Disability Insurance, Long-term Care, Strategy, Variable Annuities
Education
University of Missouri-Kansas City 1983 — 1983
Marketing
Florida Atlantic University 1981 — 1982
Management
University of Florida - Warrington College Of Business
BSBA, Business Administration
Jon M. Stamberger Jon M. Stamberger's NYLIFE Securities LLC Experience February 2003 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2006 - Present
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company January 2003 - Present
Skills
Investments, Retirement Planning, Insurance, Life Insurance, 401(k) Rollovers, Retirement Income..., Annuity Sales, Wealth Preservation..., Estate Planning, Key Person Protection, Licensed in Long-Term..., Licensed Life Insurance...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
MBA, Marketing
Case Western Reserve University 1985 — 1990
BS, Management Science
Eagle Strategies, LLC September 2006 - Present
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company January 2003 - Present
Skills
Investments, Retirement Planning, Insurance, Life Insurance, 401(k) Rollovers, Retirement Income..., Annuity Sales, Wealth Preservation..., Estate Planning, Key Person Protection, Licensed in Long-Term..., Licensed Life Insurance...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
MBA, Marketing
Case Western Reserve University 1985 — 1990
BS, Management Science
George P. Gallagher George P. Gallagher's NYLIFE Securities LLC Experience September 2007 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company September 2007 - April 2012
NYLIFE Securities LLC September 2007 - April 2012
New York Life Retirement Plan Services 1994 - 2007
USO 1993 - 1994
Saevitz & Brown, P.C. 1992 - 1993
Prime Computer 1984 - 1992
Skills
Estate Planning, Securities, Wealth, ERISA, Retirement Planning, Pensions, Investments, Series 7, Life Insurance, 401k, Financial Services, Retirement, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Employee Benefits, Asset Management, Series 63
Education
Colgate University
New York Life Insurance Company September 2007 - April 2012
NYLIFE Securities LLC September 2007 - April 2012
New York Life Retirement Plan Services 1994 - 2007
USO 1993 - 1994
Saevitz & Brown, P.C. 1992 - 1993
Prime Computer 1984 - 1992
Skills
Estate Planning, Securities, Wealth, ERISA, Retirement Planning, Pensions, Investments, Series 7, Life Insurance, 401k, Financial Services, Retirement, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Fixed Annuities, Employee Benefits, Asset Management, Series 63
Education
Colgate University
Darren Auster, LUTCF, CLU's NYLIFE Securities LLC Experience May 1997 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC May 1997 - Present
New York Life Insurance Company January 1997 - Present
Skills
Estate Planning, 401k, Retirement Planning, CLU, Asset Protection, Insurance, Investments
Education
The American College 2006 — 2010
Chartered Life Underwriter
The American College 1998 — 2001
Life Underwriter Training Council Fellow
Florida Atlantic University 1984 — 1987
BBA, Business Administration
Stetson University 1983 — 1984
NYLIFE Securities, LLC May 1997 - Present
New York Life Insurance Company January 1997 - Present
Skills
Estate Planning, 401k, Retirement Planning, CLU, Asset Protection, Insurance, Investments
Education
The American College 2006 — 2010
Chartered Life Underwriter
The American College 1998 — 2001
Life Underwriter Training Council Fellow
Florida Atlantic University 1984 — 1987
BBA, Business Administration
Stetson University 1983 — 1984
Susie Fabrocini's NYLIFE Securities LLC Experience January 2012 - June 2013
Job Financial Professional at Great Life Financials
Industry Financial Services
Experience
Great Life Financials June 2013 - Present
Soroptimist International of San Fernando Valley June 2012 - Present
NYLIFE Securities LLC January 2012 - June 2013
Fiercely Independent Media January 2001 - January 2012
Fab Hot Dogs June 2008 - May 2011
Suma Properties 1996 - 2011
Guitar Center 2000 - 2004
Clear Carbon Pictures 1991 - 2001
Laser Pacific Media Corp 1994 - 1998
Women In Film 1991 - 1994
Skills
Film, Digital Photography, Art, Photoshop, Photography, Entertainment, Video Production, Financial Analysis, Financial Services, Life Insurance, Retirement Planning, Marketing, Strategic Financial..., Finance, Insurance, Small Business, Retirement, Editing, Budgets, Analysis, Management, Customer Service, Leadership, Investments, Entrepreneurship, Financial Planning, Business
Education
Fashion Institute of Design & Merchandising 1986 — 1988
AA, Interior Design - Emphasis on Lighting
University of Hawaii at Manoa 1976 — 1980
BA, Drama
Sacred Hearts Academy 1971 — 1976
Great Life Financials June 2013 - Present
Soroptimist International of San Fernando Valley June 2012 - Present
NYLIFE Securities LLC January 2012 - June 2013
Fiercely Independent Media January 2001 - January 2012
Fab Hot Dogs June 2008 - May 2011
Suma Properties 1996 - 2011
Guitar Center 2000 - 2004
Clear Carbon Pictures 1991 - 2001
Laser Pacific Media Corp 1994 - 1998
Women In Film 1991 - 1994
Skills
Film, Digital Photography, Art, Photoshop, Photography, Entertainment, Video Production, Financial Analysis, Financial Services, Life Insurance, Retirement Planning, Marketing, Strategic Financial..., Finance, Insurance, Small Business, Retirement, Editing, Budgets, Analysis, Management, Customer Service, Leadership, Investments, Entrepreneurship, Financial Planning, Business
Education
Fashion Institute of Design & Merchandising 1986 — 1988
AA, Interior Design - Emphasis on Lighting
University of Hawaii at Manoa 1976 — 1980
BA, Drama
Sacred Hearts Academy 1971 — 1976
Janice Bennett Janice Bennett's NYLIFE Securities LLC Experience February 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
New York Life Insurance Company February 2014 - Present
NYLIFE Securities LLC February 2014 - Present
Silvercrest Asset Management November 2011 - December 2012
Milbank Wnthrop & Co. April 1992 - October 2011
Reich & Tang Funds December 1991 - April 1992
Delafield Asset Management July 1990 - December 1991
Ernst & Whinney September 1986 - March 1990
Skills
Investments, Financial Services, Annuity Sales, Wealth Preservation..., Retirement Planning, Lifetime Income..., Licensed in Long-Term..., Whole Life Insurance, 401(k) Rollovers, Licensed Life Insurance..., Strategic Planning
Education
Fordham University 2006 — 2007
Certificate in Financial Planning
New York University - Leonard N. Stern School of Business 1982 — 1986
BS
Timothy Rozzell's NYLIFE Securities LLC Experience December 2014 - Present
Job Dedicated Financial Services Professional helping business owners and families in the Greater Wichita area
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
Tabor College June 2013 - December 2014
Cheddar's Casual Cafe January 2010 - August 2012
LSI Corporation June 2008 - January 2009
Skills
Financial Services, Retirement Planning, Risk Management, Estate Planning, Marketing, Public Speaking, Business Planning, Retirement, Customer Service, Investments, Microsoft Excel, Management, Sales, Insurance, Social Media, Microsoft Office, Finance, Leadership
Education
Tabor College 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
Tabor College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics
Friends University 2007 — 2010
Mathematics and Computer Science
Andover High School 2003 — 2007
High School
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
Tabor College June 2013 - December 2014
Cheddar's Casual Cafe January 2010 - August 2012
LSI Corporation June 2008 - January 2009
Skills
Financial Services, Retirement Planning, Risk Management, Estate Planning, Marketing, Public Speaking, Business Planning, Retirement, Customer Service, Investments, Microsoft Excel, Management, Sales, Insurance, Social Media, Microsoft Office, Finance, Leadership
Education
Tabor College 2013 — 2015
Master of Business Administration (M.B.A.), 4.0
Tabor College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics
Friends University 2007 — 2010
Mathematics and Computer Science
Andover High School 2003 — 2007
High School
Scott Perhacs Scott Perhacs's NYLIFE Securities LLC Experience 2011 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC 2011 - Present
Skills
Insurance, 401k Rollovers, Investments, Succession Planning, Life Insurance, Sales, Leadership, Small Business, Retirement Planning, Licensed Life Insurance..., Estate Planning, Asset Protection, Wealth Preservation..., Licensed in Long-term..., Legacies, Multi-generational..., Key Person Insurance, Financial Services, Protection..., Risk Management, Term Life Insurance, Strategic Planning, Customer Service
Education
Cleveland State University 2002 — 2003
M.B.A.
Heidelberg University 1995 — 1999
B.S., Business Administration and Public Relation
St. Peter Chanel High School 1991 — 1995
St. Martin of Tours 1983 — 1991
NYLIFE Securities LLC 2011 - Present
Skills
Insurance, 401k Rollovers, Investments, Succession Planning, Life Insurance, Sales, Leadership, Small Business, Retirement Planning, Licensed Life Insurance..., Estate Planning, Asset Protection, Wealth Preservation..., Licensed in Long-term..., Legacies, Multi-generational..., Key Person Insurance, Financial Services, Protection..., Risk Management, Term Life Insurance, Strategic Planning, Customer Service
Education
Cleveland State University 2002 — 2003
M.B.A.
Heidelberg University 1995 — 1999
B.S., Business Administration and Public Relation
St. Peter Chanel High School 1991 — 1995
St. Martin of Tours 1983 — 1991
William Gammon William Gammon's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Retirement Planning, Estate Planning, 401k Rollovers, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Personal Finance, Education Funding..., Small Business, Investments, Financial Services, IRAs, Retirement, Analysis, Insurance
Education
ECPI College of Technology 2011 — 2013
Bachelor's Degree, Business Administration, Management, 3.95 GPA
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Retirement Planning, Estate Planning, 401k Rollovers, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Personal Finance, Education Funding..., Small Business, Investments, Financial Services, IRAs, Retirement, Analysis, Insurance
Education
ECPI College of Technology 2011 — 2013
Bachelor's Degree, Business Administration, Management, 3.95 GPA
Bruce J. Frank Bruce J. Frank's NYLIFE Securities LLC Experience February 1986 - September 2001
Job Financial Services Professionl at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC September 2001 - Present
NYLIFE Securities LLC February 1986 - September 2001
New York Life Insurance Company October 1985 - February 1986
KTVK TV January 1984 - October 1985
Skills
Wealth Preservation..., Estate Planning, Retirement Planning, Multi-generational..., Asset Protection, 401k Rollovers, Insurance, Investments, Succession Planning, Small Business, Key Person Protection
Education
The American College 2001 — 2003
Chartered Life Underwriter
The American College 1994 — 2001
Chartered Financial Consultant
Drake University 1972 — 1976
Bachelor's Degree, Broadcast Journalism
Eagle Strategies, LLC September 2001 - Present
NYLIFE Securities LLC February 1986 - September 2001
New York Life Insurance Company October 1985 - February 1986
KTVK TV January 1984 - October 1985
Skills
Wealth Preservation..., Estate Planning, Retirement Planning, Multi-generational..., Asset Protection, 401k Rollovers, Insurance, Investments, Succession Planning, Small Business, Key Person Protection
Education
The American College 2001 — 2003
Chartered Life Underwriter
The American College 1994 — 2001
Chartered Financial Consultant
Drake University 1972 — 1976
Bachelor's Degree, Broadcast Journalism
Stephen M. Reynolds, MSW Stephen M. Reynolds, MSW's NYLIFE Securities LLC Experience October 2009 - June 2013
Job Clinical Social Worker
Industry Individual & Family Services
Experience
Serenity New York July 2013 - July 2015
Lower Eastside Service Center September 2014 - May 2015
The Lesbian, Gay, Bisexual and Transgender Community Center January 2014 - August 2014
Helping Hands for the Disabled of NYC July 2013 - December 2013
NYLIFE Securities, LLC October 2009 - June 2013
Eagle Strategies, LLC May 2011 - September 2012
Tower Square Securities, Inc July 2008 - September 2009
Georgeson Securities Corporation November 2001 - November 2007
C Lazy U Guest Ranch 1991 - 1997
Education
Silberman School of Social Work at Hunter College 2014 — 2015
Master’s Degree, Social Work
City University of New York-Hunter College 2002 — 2005
BA, Economics
The Culinary Institute of America 1984 — 1986
AOS, Culinary Arts
Serenity New York July 2013 - July 2015
Lower Eastside Service Center September 2014 - May 2015
The Lesbian, Gay, Bisexual and Transgender Community Center January 2014 - August 2014
Helping Hands for the Disabled of NYC July 2013 - December 2013
NYLIFE Securities, LLC October 2009 - June 2013
Eagle Strategies, LLC May 2011 - September 2012
Tower Square Securities, Inc July 2008 - September 2009
Georgeson Securities Corporation November 2001 - November 2007
C Lazy U Guest Ranch 1991 - 1997
Education
Silberman School of Social Work at Hunter College 2014 — 2015
Master’s Degree, Social Work
City University of New York-Hunter College 2002 — 2005
BA, Economics
The Culinary Institute of America 1984 — 1986
AOS, Culinary Arts
Julian P. Heggie, III Julian P. Heggie, III's NYLIFE Securities LLC Experience January 2015 - Present
Job Helping PreRetirees and Retirees continue their lifestyle into retirement in the Greater Boston area.
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company November 2011 - Present
Universal Technical Institute 2006 - 2010
University of Phoenix 2004 - 2005
Skills
Retirement Planning, Insurance, Retirement, Financial Services, Investments, New Business Development, Public Speaking, Fixed Annuities, Business Development, Sales, Presenter, Budgets, Finance, Small Business, Program Management, Customer Service, Sales Presentations, Team Building, Strategic Planning, Mutual Funds, Leadership, Disability Insurance, In-Home Sales, Estate Planning, Microsoft Office, Marketing, Management, 401k Rollovers, Annuity Sales, Life Insurance, Networking, Buy-sell Agreements, Variable Annuities, Employee Benefits, Supplements to Employee..., Term Life Insurance, Long-term Care, Asset Protection, Workshop Facilitation
Education
University of Phoenix 2000 — 2002
Bachelor's of Science, Business Marketing
Fisk University 1990 — 1992
North Cambridge Catholic High School
Diploma, College Prep
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company November 2011 - Present
Universal Technical Institute 2006 - 2010
University of Phoenix 2004 - 2005
Skills
Retirement Planning, Insurance, Retirement, Financial Services, Investments, New Business Development, Public Speaking, Fixed Annuities, Business Development, Sales, Presenter, Budgets, Finance, Small Business, Program Management, Customer Service, Sales Presentations, Team Building, Strategic Planning, Mutual Funds, Leadership, Disability Insurance, In-Home Sales, Estate Planning, Microsoft Office, Marketing, Management, 401k Rollovers, Annuity Sales, Life Insurance, Networking, Buy-sell Agreements, Variable Annuities, Employee Benefits, Supplements to Employee..., Term Life Insurance, Long-term Care, Asset Protection, Workshop Facilitation
Education
University of Phoenix 2000 — 2002
Bachelor's of Science, Business Marketing
Fisk University 1990 — 1992
North Cambridge Catholic High School
Diploma, College Prep
Raymond Luk Raymond Luk's NYLIFE Securities LLC Experience April 2011 - Present
Job Financial Services Professional at NYLIFE SECURITIES LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company October 2009 - Present
AQS April 2008 - April 2009
Hong's Gourmet October 2001 - April 2008
Skills
Investments, Estate Planning, Retirement Planning, 401(k) Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Wealth Preservation..., Management, Small Business, Wealth Accumulation, Fixed Annuities, Disability Insurance, 401k Rollovers, 401k, Retirement, Asset Allocation, IRAs, Mutual Funds, Business, Health Insurance, Marketing, Employee Benefits, Multi-generational..., Asset Protection, Investment Strategies, Financial Services, Life Insurance, College Savings Plans, Roth IRA, Risk Management, Series 63
Education
De Anza College
San Jose State University
BS, Electrical Engineering
San Marino High School
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company October 2009 - Present
AQS April 2008 - April 2009
Hong's Gourmet October 2001 - April 2008
Skills
Investments, Estate Planning, Retirement Planning, 401(k) Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Wealth Preservation..., Management, Small Business, Wealth Accumulation, Fixed Annuities, Disability Insurance, 401k Rollovers, 401k, Retirement, Asset Allocation, IRAs, Mutual Funds, Business, Health Insurance, Marketing, Employee Benefits, Multi-generational..., Asset Protection, Investment Strategies, Financial Services, Life Insurance, College Savings Plans, Roth IRA, Risk Management, Series 63
Education
De Anza College
San Jose State University
BS, Electrical Engineering
San Marino High School
Eddie Madden Eddie Madden's NYLIFE Securities LLC Experience January 2011 - Present
Job Licensed Agent with New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
Skills
Retirement Planning, Financial Services, Estate Planning, Sales Management, Relationship Management, Securities, New Business Development, Personal Finance, Long Term Care Insurance, Life Insurance, 401k Rollovers, Wealth Transfer..., Investments, Sales
Education
Suffolk University - Sawyer School of Management 1986 — 1988
MBA - Finance, Awarded Full Scholastic Fellowship
Fitchburg State College 1983 — 1985
B.S. Marketing, Minor Degree in Economics
Northern Essex Community College
A.S. Management
NYLIFE Securities LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
Skills
Retirement Planning, Financial Services, Estate Planning, Sales Management, Relationship Management, Securities, New Business Development, Personal Finance, Long Term Care Insurance, Life Insurance, 401k Rollovers, Wealth Transfer..., Investments, Sales
Education
Suffolk University - Sawyer School of Management 1986 — 1988
MBA - Finance, Awarded Full Scholastic Fellowship
Fitchburg State College 1983 — 1985
B.S. Marketing, Minor Degree in Economics
Northern Essex Community College
A.S. Management
Scott Rassler Scott Rassler's NYLIFE Securities LLC Experience October 2009 - Present
Job Family Wealth Counselor and Chief Creative Problem Solver at Rassler Financial Strategies
Industry Financial Services
Experience
Rassler Financial Strategies July 2013 - Present
New York Life Insurance Company October 2009 - Present
NYLIFE Securities LLC October 2009 - Present
Eagle Strategies LLC August 2012 - Present
Mahoney and Associates October 2009 - Present
Family Wealth Counselors, Inc. 1996 - Present
Skills
Estate Planning, Retirement, Insurance, Financial Services, Strategic Planning, Fundraising, Non-profits, Long-term Care, Trusts, Nonprofits, Team Building, High Net Worth..., Leadership, Planned Giving, Life Insurance, Leadership Development, Asset Protection, Business succession..., Buy-sell Agreements, Creative Problem Solving, Gifting Strategies, Legacy Planning, Multi-generational..., Wealth Preservation..., Wealth Transfer..., Chartered Life...
Education
Duke University School of Law 1980 — 1983
JD, Law
Miami University 1975 — 1979
BS, Finance
The American College
Rassler Financial Strategies July 2013 - Present
New York Life Insurance Company October 2009 - Present
NYLIFE Securities LLC October 2009 - Present
Eagle Strategies LLC August 2012 - Present
Mahoney and Associates October 2009 - Present
Family Wealth Counselors, Inc. 1996 - Present
Skills
Estate Planning, Retirement, Insurance, Financial Services, Strategic Planning, Fundraising, Non-profits, Long-term Care, Trusts, Nonprofits, Team Building, High Net Worth..., Leadership, Planned Giving, Life Insurance, Leadership Development, Asset Protection, Business succession..., Buy-sell Agreements, Creative Problem Solving, Gifting Strategies, Legacy Planning, Multi-generational..., Wealth Preservation..., Wealth Transfer..., Chartered Life...
Education
Duke University School of Law 1980 — 1983
JD, Law
Miami University 1975 — 1979
BS, Finance
The American College
Edwin Corbin Edwin Corbin's NYLIFE Securities LLC Experience October 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Resolution Financial, LLC July 2008 - October 2011
Home Option, Inc. January 2007 - June 2008
Irwin Home Equity Corporation 1994 - January 2007
Irwin Financial Corporation July 1990 - 1994
LaSalle Partners, Ltd. 1989 - 1989
Golembe Associates, Inc. 1986 - 1988
Skills
Retirement Planning, Wealth Transfer..., Lifetime Income..., Investments, Estate Planning, Business Succession..., IRA / 401K Rollovers, Creative Problem Solving, Asset Protection, Life Insurance..., Strategic Planning
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, Business Administration
Duke University 1982 — 1986
AB, Economics
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Resolution Financial, LLC July 2008 - October 2011
Home Option, Inc. January 2007 - June 2008
Irwin Home Equity Corporation 1994 - January 2007
Irwin Financial Corporation July 1990 - 1994
LaSalle Partners, Ltd. 1989 - 1989
Golembe Associates, Inc. 1986 - 1988
Skills
Retirement Planning, Wealth Transfer..., Lifetime Income..., Investments, Estate Planning, Business Succession..., IRA / 401K Rollovers, Creative Problem Solving, Asset Protection, Life Insurance..., Strategic Planning
Education
University of Virginia Darden School of Business 1988 — 1990
MBA, Business Administration
Duke University 1982 — 1986
AB, Economics
Tony Garibaldi, CFP® Partner, New York Life's NYLIFE Securities LLC Experience June 2010 - August 2014
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Ins Co, Eagle Strategies LLC August 2014 - Present
Eagle Strategies LLC January 2011 - August 2014
NYLIFE Securities LLC June 2010 - August 2014
New York Life Insurance Company January 2010 - August 2014
Sunshine Center Pharmacy January 1997 - December 2008
Education
The American College 2011 — 2012
LUTCF, LUTCF Program
San Francisco State University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
San Francisco State University 2002 — 2005
B.S., Physiology
College of San Mateo 1999 — 2003
A.A., A.S., Liberal Studies, Life Sciences
Mills High School
New York Life Ins Co, Eagle Strategies LLC August 2014 - Present
Eagle Strategies LLC January 2011 - August 2014
NYLIFE Securities LLC June 2010 - August 2014
New York Life Insurance Company January 2010 - August 2014
Sunshine Center Pharmacy January 1997 - December 2008
Education
The American College 2011 — 2012
LUTCF, LUTCF Program
San Francisco State University 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
San Francisco State University 2002 — 2005
B.S., Physiology
College of San Mateo 1999 — 2003
A.A., A.S., Liberal Studies, Life Sciences
Mills High School
Freda Zimmerman Freda Zimmerman's NYLIFE Securities LLC Experience 1983 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC 2001 - Present
NYLIFE Securities LLC 1983 - Present
New York Life Insurance Company September 1980 - Present
Education
Central Washington University 1979 — 1990
Bachelor of Science, Business Administration
Eagle Strategies LLC 2001 - Present
NYLIFE Securities LLC 1983 - Present
New York Life Insurance Company September 1980 - Present
Education
Central Washington University 1979 — 1990
Bachelor of Science, Business Administration
Patrick Andre Patrick Andre's NYLIFE Securities LLC Experience July 2009 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company July 2009 - Present
Skills
Mutual Funds, Investments, Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Bloomberg, Microsoft Excel, Financial Advisory, Estate Planning, Risk Management, Microsoft Word, Financial Reporting, Series 63, Retirement, Series 6, College Savings Plans, Financial Accounting, Mentoring New Hires, Wealth Management, 401k Rollovers, Disability Insurance, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Wealth Protection..., Wealth Transfer..., Leadership, Life Insurance, IRAs
Education
Fordham University 1993 — 1995
MS, Human Resource Education and Organizational Development
City University of New York City College 1971 — 1975
BS, Economics
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company July 2009 - Present
Skills
Mutual Funds, Investments, Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Bloomberg, Microsoft Excel, Financial Advisory, Estate Planning, Risk Management, Microsoft Word, Financial Reporting, Series 63, Retirement, Series 6, College Savings Plans, Financial Accounting, Mentoring New Hires, Wealth Management, 401k Rollovers, Disability Insurance, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Key Person Insurance, Licensed in Long Term..., Life Insurance..., Lifetime Income..., Wealth Protection..., Wealth Transfer..., Leadership, Life Insurance, IRAs
Education
Fordham University 1993 — 1995
MS, Human Resource Education and Organizational Development
City University of New York City College 1971 — 1975
BS, Economics
Robert S. Johnson Robert S. Johnson's NYLIFE Securities LLC Experience February 2012 - March 2014
Job Registered Representative
Industry Financial Services
Experience
NYLIFE Securities LLC February 2012 - March 2014
MetLife Financial Services April 2001 - July 2009
National City Bank April 2003 - October 2003
United States Marine Corps April 1983 - April 1987
Skills
Retirement, Retirement Planning, Investments, Annuity Sales, 401k Rollovers, Insurance, Risk Management, Financial Services, Banking, Underwriting, Finance, Health Insurance, Small Business, Relationship Management, Management, Employee Benefits, Analysis, Financial Analysis, Life Insurance
Education
Cleveland State University 1994 — 2000
Bachelor of Business Administration, Marketing
United State Marine Corps Supply School 1983 — 1983
Certificate, Logistics, Materials, and Supply Chain Management, E-4
John F. Kennedy High School 1980 — 1982
High School Diploma, Electronics
NYLIFE Securities LLC February 2012 - March 2014
MetLife Financial Services April 2001 - July 2009
National City Bank April 2003 - October 2003
United States Marine Corps April 1983 - April 1987
Skills
Retirement, Retirement Planning, Investments, Annuity Sales, 401k Rollovers, Insurance, Risk Management, Financial Services, Banking, Underwriting, Finance, Health Insurance, Small Business, Relationship Management, Management, Employee Benefits, Analysis, Financial Analysis, Life Insurance
Education
Cleveland State University 1994 — 2000
Bachelor of Business Administration, Marketing
United State Marine Corps Supply School 1983 — 1983
Certificate, Logistics, Materials, and Supply Chain Management, E-4
John F. Kennedy High School 1980 — 1982
High School Diploma, Electronics
Steve Morgan, MBA Steve Morgan, MBA's NYLIFE Securities LLC Experience June 1998 - Present
Job Agent with New York Life, dedicated to protecting the financial lives of business owners and families for 15 years.
Industry Insurance
Experience
NYLIFE Securities LLC June 1998 - Present
WaMu June 1996 - June 1998
Dean Witter 1994 - March 1996
United States Air Force November 1983 - August 1992
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Financial Services, Securities, IRAs, Wealth Preservation..., Investments, Annuity Sales, Asset Protection, 401(k) Rollovers, Gifting Strategies, Key person protection, Licensed in Life..., Licensed in Long-Term..., Protection..., Long-term Care, Life Insurance, Protection..., Disability Insurance, Key Person Protection
Education
Golden Gate University 1988 — 1990
MBA, Management
West Virginia University 1979 — 1983
B.S., Business
NYLIFE Securities LLC June 1998 - Present
WaMu June 1996 - June 1998
Dean Witter 1994 - March 1996
United States Air Force November 1983 - August 1992
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Financial Services, Securities, IRAs, Wealth Preservation..., Investments, Annuity Sales, Asset Protection, 401(k) Rollovers, Gifting Strategies, Key person protection, Licensed in Life..., Licensed in Long-Term..., Protection..., Long-term Care, Life Insurance, Protection..., Disability Insurance, Key Person Protection
Education
Golden Gate University 1988 — 1990
MBA, Management
West Virginia University 1979 — 1983
B.S., Business
Rich Calixte, LUTCF's NYLIFE Securities LLC Experience September 2010 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company October 2008 - Present
Aon Human Capital Services March 2001 - August 2008
Skills
Team Building, Strategic Planning, Employee Benefits, Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Income Protection, Investments, Key Person Protection, Legacy Planning, Life Insurance..., Long Term Care Insurance, Mutual Funds, Permanent Life Insurance, Retirement Income..., Retirement Planning, Risk Management, Supplements to Employee..., Performance Management, Marketing, Management, Sales
Education
Brooklyn College 1998 — 2001
Master of Arts (MA), Industrial and Organizational Psychology
Saint John's University 1994 — 1998
Bachelor of Arts (BA), Psychology
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company October 2008 - Present
Aon Human Capital Services March 2001 - August 2008
Skills
Team Building, Strategic Planning, Employee Benefits, Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Income Protection, Investments, Key Person Protection, Legacy Planning, Life Insurance..., Long Term Care Insurance, Mutual Funds, Permanent Life Insurance, Retirement Income..., Retirement Planning, Risk Management, Supplements to Employee..., Performance Management, Marketing, Management, Sales
Education
Brooklyn College 1998 — 2001
Master of Arts (MA), Industrial and Organizational Psychology
Saint John's University 1994 — 1998
Bachelor of Arts (BA), Psychology
Ryan Garnto Ryan Garnto's NYLIFE Securities LLC Experience June 2014 - Present
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company May 2013 - Present
Round-ball Round-up June 2004 - June 2013
Marty Mcdonald State Farm Insurance October 2011 - May 2013
Georgia Southwestern State University Athletic Department August 2009 - October 2011
Pinewood Christian Academy May 2007 - August 2008
Skills
Employee Benefits, Financial Services, Family Planning, Life Insurance, Leadership, Small Business Benefits, Estate Planning, Customer Service, Event Planning, Public Speaking, Time Management, Social Media, Microsoft Excel, Microsoft Word, Marketing, Event Management, Marketing Communications, Public Relations, PowerPoint, Microsoft Office, Research
Education
Georgia Southwestern State University 2009 — 2013
Bachelor's degree, Business Management
Pinewood Christian Academy 2004 — 2009
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company May 2013 - Present
Round-ball Round-up June 2004 - June 2013
Marty Mcdonald State Farm Insurance October 2011 - May 2013
Georgia Southwestern State University Athletic Department August 2009 - October 2011
Pinewood Christian Academy May 2007 - August 2008
Skills
Employee Benefits, Financial Services, Family Planning, Life Insurance, Leadership, Small Business Benefits, Estate Planning, Customer Service, Event Planning, Public Speaking, Time Management, Social Media, Microsoft Excel, Microsoft Word, Marketing, Event Management, Marketing Communications, Public Relations, PowerPoint, Microsoft Office, Research
Education
Georgia Southwestern State University 2009 — 2013
Bachelor's degree, Business Management
Pinewood Christian Academy 2004 — 2009
Chris Maley Chris Maley's NYLIFE Securities LLC Experience September 2012 - Present
Job Financial Services Professional with NYLIFE Securities, LLC and Agent with New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities, LLC September 2012 - Present
New York Life Insurance Company January 2013 - September 2013
KAB Advertising Specialties July 1993 - January 2013
Skills
Financial Services, Insurance, Investments, Retirement, Retirement Planning, Personal Pensions, Guaranteed Lifetime..., Fixed Annuities, Variable Annuities, Finance, Business Planning, Business Owner Planning, Networking, Business Networking, FINRA Series 6, Securities, Leadership, 401(k) Rollovers, Asset Protection, Annuity Sales, Education Funding..., Lifetime Income..., Long-Term Care Insurance, Succession Planning, Wealth Preservation...
Education
George Mason University 1975 — 1979
Bachelor's Degree, Business Administration
Wakefield High School 1971 — 1974
NYLIFE Securities, LLC September 2012 - Present
New York Life Insurance Company January 2013 - September 2013
KAB Advertising Specialties July 1993 - January 2013
Skills
Financial Services, Insurance, Investments, Retirement, Retirement Planning, Personal Pensions, Guaranteed Lifetime..., Fixed Annuities, Variable Annuities, Finance, Business Planning, Business Owner Planning, Networking, Business Networking, FINRA Series 6, Securities, Leadership, 401(k) Rollovers, Asset Protection, Annuity Sales, Education Funding..., Lifetime Income..., Long-Term Care Insurance, Succession Planning, Wealth Preservation...
Education
George Mason University 1975 — 1979
Bachelor's Degree, Business Administration
Wakefield High School 1971 — 1974
Kevin Vaughn Kevin Vaughn's NYLIFE Securities LLC Experience August 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Ocobla Baptist Church March 2014 - Present
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company February 2013 - Present
Education
New Orleans Baptist Theological Seminary 2012 — 2015
Master of Divinity (MDiv), Christian Studies
Mississippi State University - College of Business and Industry 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
East Central Community College 2009 — 2010
Art/Art Studies, General
Ocobla Baptist Church March 2014 - Present
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company February 2013 - Present
Education
New Orleans Baptist Theological Seminary 2012 — 2015
Master of Divinity (MDiv), Christian Studies
Mississippi State University - College of Business and Industry 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
East Central Community College 2009 — 2010
Art/Art Studies, General
Larry Weatherford Larry Weatherford's NYLIFE Securities LLC Experience April 1979 - Present
Job Fiancial Services Professional with NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 1979 - Present
Skills
401(k) Rollovers, Retirement Planning, Insurance and..., Small Business..., Key Person Protection, Family Security Planning, Licensed Life Insurance..., Estate Planning, Multi-Generational..., Annuity Sales, Thought Leadership, Financial Services, Securities, Finance, Insurance, Personal Finance, IRAs
Education
American College 1995 — 1997
Chartered Life Underwriter & Chartered Advisor for Senior Living (Professional Designations)
College for Financial Planning 1992 — 1994
Certification in Financial Planning (Professional Designation), CFP, B+
NYLIFE Securities LLC April 1979 - Present
Skills
401(k) Rollovers, Retirement Planning, Insurance and..., Small Business..., Key Person Protection, Family Security Planning, Licensed Life Insurance..., Estate Planning, Multi-Generational..., Annuity Sales, Thought Leadership, Financial Services, Securities, Finance, Insurance, Personal Finance, IRAs
Education
American College 1995 — 1997
Chartered Life Underwriter & Chartered Advisor for Senior Living (Professional Designations)
College for Financial Planning 1992 — 1994
Certification in Financial Planning (Professional Designation), CFP, B+
Gregory Fernandez Gregory Fernandez's NYLIFE Securities LLC Experience December 2012 - Present
Job Sales Representative at Combined Insurance United States
Industry Financial Services
Experience
Combined Insurance United States October 2014 - Present
NYLIFE Securities LLC December 2012 - Present
FARMERS INSURANCE March 2014 - March 2014
New Yok Life Insurance Company December 2012 - January 2014
FERD Associates January 2011 - December 2011
US Census Bureau November 2008 - September 2010
Computer Science Corporation February 2001 - November 2002
Computer Horizons November 1996 - February 2001
Bell Atlantic September 1972 - March 1995
Skills
Health and Life..., Investments, Insurance, Financial Services, Life Insurance, Term Life Insurance, 401k Rollovers, Annuity Sales, Licensed Life & Health..., Retirement Planning, Gifting Strategies, Protection..., Wealth Preservation..., Asset Protection, Multi-generational..., Multi-generational..., Multi-tasking Skills, Retirement, Small Business, Legacies, Strategic Financial..., Tax Preparation, Tax, Payroll, Asset Management, Finance, Financial Advisory, Wealth Management, Analysis, Securities, Personal Finance, Accounting, Mutual Funds, Financial Modeling, Underwriting, Auditing, Banking, Due Diligence, Long-term Care, Financial Planners, Wealth, Estate Planning, Wealth Accumulation, Investment Advisory, Financial Statements
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Finance
Fairleigh Dickinson University 1973 — 1980
BS, Busness Administration
Combined Insurance United States October 2014 - Present
NYLIFE Securities LLC December 2012 - Present
FARMERS INSURANCE March 2014 - March 2014
New Yok Life Insurance Company December 2012 - January 2014
FERD Associates January 2011 - December 2011
US Census Bureau November 2008 - September 2010
Computer Science Corporation February 2001 - November 2002
Computer Horizons November 1996 - February 2001
Bell Atlantic September 1972 - March 1995
Skills
Health and Life..., Investments, Insurance, Financial Services, Life Insurance, Term Life Insurance, 401k Rollovers, Annuity Sales, Licensed Life & Health..., Retirement Planning, Gifting Strategies, Protection..., Wealth Preservation..., Asset Protection, Multi-generational..., Multi-generational..., Multi-tasking Skills, Retirement, Small Business, Legacies, Strategic Financial..., Tax Preparation, Tax, Payroll, Asset Management, Finance, Financial Advisory, Wealth Management, Analysis, Securities, Personal Finance, Accounting, Mutual Funds, Financial Modeling, Underwriting, Auditing, Banking, Due Diligence, Long-term Care, Financial Planners, Wealth, Estate Planning, Wealth Accumulation, Investment Advisory, Financial Statements
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Finance
Fairleigh Dickinson University 1973 — 1980
BS, Busness Administration
Jimmy Lourenço Jimmy Lourenço's NYLIFE Securities LLC Experience 2013 - 2013
Job Assistant Vice President / Financial Advisor at Capital One Investing
Industry Financial Services
Experience
NYLIFE Securities LLC 2013 - 2013
New York Life Insurance Company January 2012 - 2013
BASE FINANCEIRA July 2007 - December 2011
Skills
Investments, Strategic Financial..., Retirement Planning, Insurance, Finance, Life Insurance, Fixed Annuities, Estate Planning, Small Business, Business Planning, Disability Insurance, Retirement, Employee Benefits, Management, Market Research, Training, Marketing, Financial Planning, Business Strategy, Succession Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Multi-Tasking Skills, Protection Planning /..., Thought Leadership, Time Management, Wealth Preservation..., Unit Investment Trusts, Mutual Funds, Unified Managed Accounts, Indexed Annuities, Variable Annuities, Bonds, College Education..., IRAs, ETFs, Market-linked CDs, Stocks
Education
Capital One University
Financial Planning, Investments and Insurance
George Mason University 2015 — 2015
CFP - Certified Financial Planner
NYLIC University 2012 — 2013
Licensed Agent, Insurance and Investments
IBBA University - Advanced Education for The Business Intermediary 2010 — 2011
Certified Business Intermediary
Instituto do Emprego e Formação Profissional 2009 — 2009
Certificado de Aptidão Pedagógica de Formador, Aptidão Pedagógica de Formador, Formador
Instituto Superior Dom Afonso III INUAF 2003 — 2007
Bachelor's / Licenciatura, Business and Administration
NYLIFE Securities LLC 2013 - 2013
New York Life Insurance Company January 2012 - 2013
BASE FINANCEIRA July 2007 - December 2011
Skills
Investments, Strategic Financial..., Retirement Planning, Insurance, Finance, Life Insurance, Fixed Annuities, Estate Planning, Small Business, Business Planning, Disability Insurance, Retirement, Employee Benefits, Management, Market Research, Training, Marketing, Financial Planning, Business Strategy, Succession Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Multi-Tasking Skills, Protection Planning /..., Thought Leadership, Time Management, Wealth Preservation..., Unit Investment Trusts, Mutual Funds, Unified Managed Accounts, Indexed Annuities, Variable Annuities, Bonds, College Education..., IRAs, ETFs, Market-linked CDs, Stocks
Education
Capital One University
Financial Planning, Investments and Insurance
George Mason University 2015 — 2015
CFP - Certified Financial Planner
NYLIC University 2012 — 2013
Licensed Agent, Insurance and Investments
IBBA University - Advanced Education for The Business Intermediary 2010 — 2011
Certified Business Intermediary
Instituto do Emprego e Formação Profissional 2009 — 2009
Certificado de Aptidão Pedagógica de Formador, Aptidão Pedagógica de Formador, Formador
Instituto Superior Dom Afonso III INUAF 2003 — 2007
Bachelor's / Licenciatura, Business and Administration
Aroon Masand, LUTCF Aroon Masand, LUTCF's NYLIFE Securities LLC Experience March 2013 - Present
Job Financial Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company 2010 - Present
Desktop Design 1995 - 2010
Wells Fargo 1992 - 1995
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Small Business, Guaranteed Lifetime..., Retirement, Disability Insurance, Strategy, Long-term Care, Insurance, Sales, Term Life Insurance, Estate Planning, Mutual Funds, Strategic Financial..., IRAs, 401k, Financial Services, 401k Rollovers, Whole Life, Investments, Roth IRA, Financial Planning, Finance, Public Speaking
Education
The American College 2012 — 2014
LUTCF, Insurance and Financial Services
Series 6 and 63 License
Finance and Financial Management Services
Golden Gate University
Bachelor of Science, Management
Contra Costa College
General Education, Business Administration and Management, General
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company 2010 - Present
Desktop Design 1995 - 2010
Wells Fargo 1992 - 1995
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Small Business, Guaranteed Lifetime..., Retirement, Disability Insurance, Strategy, Long-term Care, Insurance, Sales, Term Life Insurance, Estate Planning, Mutual Funds, Strategic Financial..., IRAs, 401k, Financial Services, 401k Rollovers, Whole Life, Investments, Roth IRA, Financial Planning, Finance, Public Speaking
Education
The American College 2012 — 2014
LUTCF, Insurance and Financial Services
Series 6 and 63 License
Finance and Financial Management Services
Golden Gate University
Bachelor of Science, Management
Contra Costa College
General Education, Business Administration and Management, General
John Stensland John Stensland's NYLIFE Securities LLC Experience April 2012 - January 2013
Job Manager at Retired and enjoying Life.
Industry Financial Services
Experience
Retired and enjoying Life. June 2014 - Present
Safe Harbor Financial Planning January 2013 - October 2013
NYLIFE Securities llc April 2012 - January 2013
Safe Harbor Financial Planning October 2006 - May 2009
US Navy November 1974 - October 2006
Skills
Public Speaking, Leadership Development, Strategic Planning, Strategic Financial..., Retirement Planning, Small Business, Customer Service, Investments, Team Building, Risk Management, Microsoft Office, Insurance
Education
College for Financial Planning 2000 — 2003
MS, Financial Planning
Oregon State University 1968 — 1972
Bachelor of Science (BS), Business Administration, Management and Operations
Retired and enjoying Life. June 2014 - Present
Safe Harbor Financial Planning January 2013 - October 2013
NYLIFE Securities llc April 2012 - January 2013
Safe Harbor Financial Planning October 2006 - May 2009
US Navy November 1974 - October 2006
Skills
Public Speaking, Leadership Development, Strategic Planning, Strategic Financial..., Retirement Planning, Small Business, Customer Service, Investments, Team Building, Risk Management, Microsoft Office, Insurance
Education
College for Financial Planning 2000 — 2003
MS, Financial Planning
Oregon State University 1968 — 1972
Bachelor of Science (BS), Business Administration, Management and Operations
Bill Totten's NYLIFE Securities LLC Experience July 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC July 2015 - Present
Edward Jones December 2010 - October 2014
Wells Fargo Advisors, LLC 1995 - November 2010
Otis Elevator 1990 - 1994
Skills
Registered..., 401k Rollovers, Asset Protection, Business Insurance..., Licensed in Long Term..., Licensed Life and..., Mutual Funds, Retirement Planning, Wealth Preservation...
Education
Pennsylvania Institute of Certified Public Accountants 1988 — 1991
CPA
Temple University 1984 — 1986
MBA, Accounting
Cornell University 1969 — 1973
B A, Economics
Plymouth-Whitemarsh High School 1965 — 1969
College Prep
NYLIFE Securities LLC July 2015 - Present
Edward Jones December 2010 - October 2014
Wells Fargo Advisors, LLC 1995 - November 2010
Otis Elevator 1990 - 1994
Skills
Registered..., 401k Rollovers, Asset Protection, Business Insurance..., Licensed in Long Term..., Licensed Life and..., Mutual Funds, Retirement Planning, Wealth Preservation...
Education
Pennsylvania Institute of Certified Public Accountants 1988 — 1991
CPA
Temple University 1984 — 1986
MBA, Accounting
Cornell University 1969 — 1973
B A, Economics
Plymouth-Whitemarsh High School 1965 — 1969
College Prep
Daisy Chen, CFA Daisy Chen, CFA's NYLIFE Securities LLC Experience March 2004 - July 2009
Job Senior Managing Director at Encore Wealth Management, LLC
Industry Commercial Real Estate
Experience
Encore Equities, LLC November 2012 - Present
Association of Chinese Professionals Foundation - DFW April 2011 - Present
Trinity Private Equity Group October 2010 - October 2012
NYLIFE Securities, LLC March 2004 - July 2009
Skills
Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Financial Statement..., Mergers, Management Consulting, Investments, Finance, Private Equity, Mutual Funds, Equities, Economics, Portfolio Management, Insurance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, GAAP, Analysis, Management, Financial Services, Corporate Finance, Small Business, Capital Markets, Asset Management, Business Valuation, Executive Management, Fixed Income, Alternative Investments, Microsoft Excel
Education
The University of Texas at Arlington - College of Business 2001 — 2003
Master, Management Information System
East China Normal University 1996 — 2000
BS, Computer Science
East China Normal University 1996 — 2000
Minor, International Trade
Encore Equities, LLC November 2012 - Present
Association of Chinese Professionals Foundation - DFW April 2011 - Present
Trinity Private Equity Group October 2010 - October 2012
NYLIFE Securities, LLC March 2004 - July 2009
Skills
Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Financial Statement..., Mergers, Management Consulting, Investments, Finance, Private Equity, Mutual Funds, Equities, Economics, Portfolio Management, Insurance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, GAAP, Analysis, Management, Financial Services, Corporate Finance, Small Business, Capital Markets, Asset Management, Business Valuation, Executive Management, Fixed Income, Alternative Investments, Microsoft Excel
Education
The University of Texas at Arlington - College of Business 2001 — 2003
Master, Management Information System
East China Normal University 1996 — 2000
BS, Computer Science
East China Normal University 1996 — 2000
Minor, International Trade
Craig Pequette's NYLIFE Securities LLC Experience July 2013 - April 2014
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
Tom Tyler, CFP® Tom Tyler, CFP®'s NYLIFE Securities LLC Experience June 2009 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
New York Life Insurance Company June 2009 - Present
Eagle Strategies LLC June 2009 - Present
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
MacKay Shields LLC February 2006 - October 2008
Edward Jones 2005 - 2006
UBS Wealth Management December 2003 - November 2004
Bear Stearns Asset Management November 2000 - July 2002
The MainStay Family of Mutual Funds July 1999 - November 2000
The MainStay Family of Mutual Funds January 1998 - July 1999
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Securities, Estate Planning, Financial Services, Insurance, Retirement, Long Term Care Insurance, Finance, IRAs, 401k, Financial Markets, Employee Benefits, Life Insurance, 401k Rollovers, Deferred Compensation, Disability Insurance, Executive Benefit..., Annuity, Benefits Consulting, World War II
Education
Fordham University 1982 — 1985
BS, Finance
Chaminade High School 1978 — 1982
Darwyn Sprik's NYLIFE Securities LLC Experience April 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC April 2009 - Present
Envision Companies February 2008 - March 2009
Truss Pro's, Inc. 2007 - 2008
Signature Homes 2001 - 2007
Engineering Design Associates 1999 - 2000
Skills
Business Succession..., Estate Planning, Social Capital, Investments, Financial Planning, Insurance, Strategic Financial..., Succession Planning, Fixed Annuities, Team Leadership, Team Building, Long Term Care Insurance, Sales Management, Life Insurance, Management, Employee Benefits, Marketing, Budgets, Retirement Planning, Financial Services, Disability Insurance, Long-term Care, Retirement, IRAs, Term Life Insurance, Mutual Funds, Series 63, Wealth Management, Mortgage Lending, Finance, Sales, Underwriting, Loans
Education
Southeast Technical Institute 1997 — 1999
Associates, Architectural Engineering Technology
Dordt College 1996 — 1997
none, Business Administration
NYLIFE Securities LLC April 2009 - Present
Envision Companies February 2008 - March 2009
Truss Pro's, Inc. 2007 - 2008
Signature Homes 2001 - 2007
Engineering Design Associates 1999 - 2000
Skills
Business Succession..., Estate Planning, Social Capital, Investments, Financial Planning, Insurance, Strategic Financial..., Succession Planning, Fixed Annuities, Team Leadership, Team Building, Long Term Care Insurance, Sales Management, Life Insurance, Management, Employee Benefits, Marketing, Budgets, Retirement Planning, Financial Services, Disability Insurance, Long-term Care, Retirement, IRAs, Term Life Insurance, Mutual Funds, Series 63, Wealth Management, Mortgage Lending, Finance, Sales, Underwriting, Loans
Education
Southeast Technical Institute 1997 — 1999
Associates, Architectural Engineering Technology
Dordt College 1996 — 1997
none, Business Administration
Valerie Frank-Solorzano Valerie Frank-Solorzano's NYLIFE Securities LLC Experience November 2010 - Present
Job Passionate Financial Services Professional helping to protect families and small businesses in the DC Metro Area
Industry Financial Services
Experience
NYLIFE Securities LLC November 2010 - Present
Foreclosures In Costa Rica June 2008 - June 2010
Preservation Mortgage 2007 - 2008
Skills
Small Business, Insurance, Investments, Leadership, Life Insurance, Time Management, Financial Services, Sales, Risk Management, Retirement, Public Speaking, Account Management, Bilingual-Spanish, Business Strategy, Selling, Annuity Sales, 401(k) Rollovers, Lifetime Income..., Business Exit Strategy, Creative Problem Solving, Asset Protection, Supplements to Employee..., Customer Insight, Buy-sell Agreements, Legacy Planner, Protection..., Business Networking, Bilingual-English/Spanis..., Business Insurance..., Retirement Planning, Business Succession..., Community Outreach, Social Networking, Management Consulting
Education
Drexel University - College of Business and Administration 1989 — 1991
Business
Hun School of Princeton 1987 — 1988
HS
NYLIFE Securities LLC November 2010 - Present
Foreclosures In Costa Rica June 2008 - June 2010
Preservation Mortgage 2007 - 2008
Skills
Small Business, Insurance, Investments, Leadership, Life Insurance, Time Management, Financial Services, Sales, Risk Management, Retirement, Public Speaking, Account Management, Bilingual-Spanish, Business Strategy, Selling, Annuity Sales, 401(k) Rollovers, Lifetime Income..., Business Exit Strategy, Creative Problem Solving, Asset Protection, Supplements to Employee..., Customer Insight, Buy-sell Agreements, Legacy Planner, Protection..., Business Networking, Bilingual-English/Spanis..., Business Insurance..., Retirement Planning, Business Succession..., Community Outreach, Social Networking, Management Consulting
Education
Drexel University - College of Business and Administration 1989 — 1991
Business
Hun School of Princeton 1987 — 1988
HS
Sam Shukla MBA Sam Shukla MBA's NYLIFE Securities LLC Experience March 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2006 - Present
New York Life Insurance Company January 2006 - Present
Skills
Customer Service, Business Insurance..., Education Funding..., Employee Benefits, Lifetime Income..., Long Term Care Insurance, Retirement, Financial Services, Insurance, Retirement Planning, Financial Planning, Analysis, Finance
Education
Fairleigh Dickinson University 1973 — 1975
Master of Business Administration (MBA), Finance, General
NYLIFE Securities LLC March 2006 - Present
New York Life Insurance Company January 2006 - Present
Skills
Customer Service, Business Insurance..., Education Funding..., Employee Benefits, Lifetime Income..., Long Term Care Insurance, Retirement, Financial Services, Insurance, Retirement Planning, Financial Planning, Analysis, Finance
Education
Fairleigh Dickinson University 1973 — 1975
Master of Business Administration (MBA), Finance, General
Phyllis Thompson, Partner, New York Life Insurance Company Phyllis Thompson, Partner, New York Life Insurance Company's NYLIFE Securities LLC Experience December 2011 - Present
Job Experienced Leader: Recruit, Develop, and Retain Professionals in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company December 2011 - March 2014
PNC Investments March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2006 - March 2009
Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service
Education
University of Maryland University College 2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A
Princeton University 1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company December 2011 - March 2014
PNC Investments March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2006 - March 2009
Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service
Education
University of Maryland University College 2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A
Princeton University 1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5
Louis Donato Louis Donato's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
Lourdes Calas's NYLIFE Securities LLC Experience February 2013 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC February 2013 - Present
New York Life Insurance Company April 2011 - Present
Hardico Inc. July 2006 - December 2010
Banco Latino International July 1986 - December 1993
First Palm Beach Interenational June 1985 - July 1986
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Insurance, Team Building, Investments, Retirement, Estate Planning, Financial Planning, Long-term Care, Fixed Annuities, Management, Financial Services
Education
Florida International University 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
NYLIFE Securities, LLC February 2013 - Present
New York Life Insurance Company April 2011 - Present
Hardico Inc. July 2006 - December 2010
Banco Latino International July 1986 - December 1993
First Palm Beach Interenational June 1985 - July 1986
Skills
Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Insurance, Team Building, Investments, Retirement, Estate Planning, Financial Planning, Long-term Care, Fixed Annuities, Management, Financial Services
Education
Florida International University 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Terri Chapman's NYLIFE Securities LLC Experience December 2012 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Genentech May 1998 - June 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection
Education
Florida State University 1986 — 1989
BS, Dietetics and Nutrition
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Genentech May 1998 - June 2003
Skills
401k Rollovers, Annuity Sales, Asset Protection
Education
Florida State University 1986 — 1989
BS, Dietetics and Nutrition
David Samaan's NYLIFE Securities LLC Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company November 2013 - Present
JPMorgan Chase February 2012 - December 2013
Capital One July 2011 - February 2012
99c Dream October 2010 - July 2011
Skills
Financial Services, Management, Investments, Customer Satisfaction, Small Business, Customer Service, Team Leadership, Fixed Annuities, Microsoft Office, Financial Analysis, PowerPoint, Insurance, Retirement
Education
City University of New York-College of Staten Island 2005 — 2009
Bachelor of Arts (B.A.), Sociology and Anthropology
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company November 2013 - Present
JPMorgan Chase February 2012 - December 2013
Capital One July 2011 - February 2012
99c Dream October 2010 - July 2011
Skills
Financial Services, Management, Investments, Customer Satisfaction, Small Business, Customer Service, Team Leadership, Fixed Annuities, Microsoft Office, Financial Analysis, PowerPoint, Insurance, Retirement
Education
City University of New York-College of Staten Island 2005 — 2009
Bachelor of Arts (B.A.), Sociology and Anthropology
RJ Whitelock RJ Whitelock's NYLIFE Securities LLC Experience January 2013 - Present
Job Dedicated Financial Services Professional serving businesses and families
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
TalentFirst October 2007 - October 2012
Employer Consultancy, Inc October 2007 - June 2012
Servpro of Easton, Bethlehem & Whitehall December 2006 - October 2007
Kelly Car and Truck Center March 2006 - December 2006
Bethlehem Ford August 2004 - November 2005
Skills
Insurance, Estate Planning, Thought Leadership, Key Person Protection, 401k Rollovers, Licensed Life Insurance..., Annuity Sales, Multi-generational..., Gifting Strategies, Protection..., Wealth Preservation..., Multi-generational..., Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Charitable Giving, Business Networking, Business Development, Business Exit Strategy, Creative Problem Solving, IRA Rollovers, Key Person Insurance, Legacy Planning, Networking, Strategy, Succession Planning, Term Life Insurance, Whole Life Insurance, Wealth Transfer..., Financial Services, Investments, Account Management, Licensed in Long Term..., Customer Satisfaction, Workshop Facilitation, Supplements to Employee..., Leadership, Sales, Marketing, Customer Service
Education
Penn State University 2000 — 2003
BA, Communications; Broadcast Journalism
Community College of Beaver County 1998 — 2000
Hopewell Area High School 1994 — 1998
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company December 2012 - Present
TalentFirst October 2007 - October 2012
Employer Consultancy, Inc October 2007 - June 2012
Servpro of Easton, Bethlehem & Whitehall December 2006 - October 2007
Kelly Car and Truck Center March 2006 - December 2006
Bethlehem Ford August 2004 - November 2005
Skills
Insurance, Estate Planning, Thought Leadership, Key Person Protection, 401k Rollovers, Licensed Life Insurance..., Annuity Sales, Multi-generational..., Gifting Strategies, Protection..., Wealth Preservation..., Multi-generational..., Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Charitable Giving, Business Networking, Business Development, Business Exit Strategy, Creative Problem Solving, IRA Rollovers, Key Person Insurance, Legacy Planning, Networking, Strategy, Succession Planning, Term Life Insurance, Whole Life Insurance, Wealth Transfer..., Financial Services, Investments, Account Management, Licensed in Long Term..., Customer Satisfaction, Workshop Facilitation, Supplements to Employee..., Leadership, Sales, Marketing, Customer Service
Education
Penn State University 2000 — 2003
BA, Communications; Broadcast Journalism
Community College of Beaver County 1998 — 2000
Hopewell Area High School 1994 — 1998
Mike Taff Mike Taff's NYLIFE Securities LLC Experience August 2008 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC August 2008 - Present
Skills
Retirement Planning, Fixed Annuities, Investments, Insurance, Financial Services, Mutual Funds, Life Insurance, Sales, Financial Analysis, Estate Planning, Public Speaking, 401(k) Rollovers, Strategic Planning, IRA Rollovers, Whole Life Insurance
Education
DePaul University
Business Administration, Finance, Economics, Marketing, Sales
Brother Rice High School 1998 — 2002
NYLIFE Securities, LLC August 2008 - Present
Skills
Retirement Planning, Fixed Annuities, Investments, Insurance, Financial Services, Mutual Funds, Life Insurance, Sales, Financial Analysis, Estate Planning, Public Speaking, 401(k) Rollovers, Strategic Planning, IRA Rollovers, Whole Life Insurance
Education
DePaul University
Business Administration, Finance, Economics, Marketing, Sales
Brother Rice High School 1998 — 2002
Ben Plummer Ben Plummer's NYLIFE Securities LLC Experience January 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC January 2014 - Present
Skills
Licensed Life and..., Licensed in Long Term..., Permanent Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Lifetime Income..., Asset Protection, Investments, Mutual Funds, Annuity Sales, Business Planning
Education
Dakota State University
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC January 2014 - Present
Skills
Licensed Life and..., Licensed in Long Term..., Permanent Life Insurance, Term Life Insurance, Universal Life, Retirement Planning, Lifetime Income..., Asset Protection, Investments, Mutual Funds, Annuity Sales, Business Planning
Education
Dakota State University
Erica Takach Erica Takach's NYLIFE Securities LLC Experience February 2007 - January 2009
Job Senior Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company January 2009 - February 2013
NYLIFE Securities LLC February 2007 - January 2009
Skills
Recruiting, Life Insurance, Term Life Insurance, Leadership, Series 63, Mutual Funds, Analysis, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Series 7, Business Planning, Leadership Development, Marketing, Insurance, 401k, Management, Estate Planning, Long Term Care Insurance, Finance, Risk Management, Training, Account Management, Financial Services, Employee Benefits, IRAs, Health Insurance, Sales, Sales Management, Team Building, Customer Service, Hiring, Public Speaking, 401k Rollovers, Financial Planning
Education
Central Michigan University 2002 — 2006
New York Life Insurance Company March 2013 - Present
New York Life Insurance Company January 2009 - February 2013
NYLIFE Securities LLC February 2007 - January 2009
Skills
Recruiting, Life Insurance, Term Life Insurance, Leadership, Series 63, Mutual Funds, Analysis, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Series 7, Business Planning, Leadership Development, Marketing, Insurance, 401k, Management, Estate Planning, Long Term Care Insurance, Finance, Risk Management, Training, Account Management, Financial Services, Employee Benefits, IRAs, Health Insurance, Sales, Sales Management, Team Building, Customer Service, Hiring, Public Speaking, 401k Rollovers, Financial Planning
Education
Central Michigan University 2002 — 2006
Carol Lucking's NYLIFE Securities LLC Experience July 2015 - Present
Job Financial Services Professional with New York Life helping young professionals and families meet their financial goals
Industry Financial Services
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company July 2015 - Present
Denver Museum of Nature & Science October 2009 - June 2015
Northern Colorado Water Conservancy District 2007 - 2009
Skills
Museum Collections, Museums, Research, Management, ArcGIS, Google Earth, Science, Informal Education, Cataloging, Historical Research, Community Outreach, Volunteer Management, Museum Education, Science Education, Grant Writing, Natural History, Archival Research, Microsoft Office, Archives, Data Collection, Nonprofits, Digitization, Databases, Cultural Heritage, History, Field Work, GIS, 401k Rollovers, Education Funding..., Financial Services, Licensed Life and..., Whole Life Insurance, Variable Annuities, Building Relationships, Customer Service, Team Motivator, Time Management
Education
Colorado State University 2007 — 2009
Master of Arts (M.A.), History
DePauw University 2002 — 2006
Bachelor of Arts (B.A.), History, Anthropology, Geology
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company July 2015 - Present
Denver Museum of Nature & Science October 2009 - June 2015
Northern Colorado Water Conservancy District 2007 - 2009
Skills
Museum Collections, Museums, Research, Management, ArcGIS, Google Earth, Science, Informal Education, Cataloging, Historical Research, Community Outreach, Volunteer Management, Museum Education, Science Education, Grant Writing, Natural History, Archival Research, Microsoft Office, Archives, Data Collection, Nonprofits, Digitization, Databases, Cultural Heritage, History, Field Work, GIS, 401k Rollovers, Education Funding..., Financial Services, Licensed Life and..., Whole Life Insurance, Variable Annuities, Building Relationships, Customer Service, Team Motivator, Time Management
Education
Colorado State University 2007 — 2009
Master of Arts (M.A.), History
DePauw University 2002 — 2006
Bachelor of Arts (B.A.), History, Anthropology, Geology
Brandon Sejera's NYLIFE Securities LLC Experience January 2010 - January 2014
Job Director of Business Development at Decollement Consulting
Industry Oil & Energy
Experience
Decollement Consulting January 2014 - Present
NYLIFE Securities LLC January 2010 - January 2014
American General Finance August 2007 - March 2010
The Successions Group 2006 - 2007
Skills
Small Business, Leadership, Mud Logging, Oil & Gas Industry, Oil/Gas, Direct Sales, Sales Operations, Sales Management, Team Management, Business Networking, Networking, Entrepreneurship, Consumer Lending, Financial Services, Training, Business Development, Customer Service, Sales, Management, Financial Analysis, Marketing, Microsoft Office, Risk Management, Start-ups, Strategic Planning, Event Planning, Analysis, Team Building
Education
Colorado Christian University 2003 — 2006
Business
Decollement Consulting January 2014 - Present
NYLIFE Securities LLC January 2010 - January 2014
American General Finance August 2007 - March 2010
The Successions Group 2006 - 2007
Skills
Small Business, Leadership, Mud Logging, Oil & Gas Industry, Oil/Gas, Direct Sales, Sales Operations, Sales Management, Team Management, Business Networking, Networking, Entrepreneurship, Consumer Lending, Financial Services, Training, Business Development, Customer Service, Sales, Management, Financial Analysis, Marketing, Microsoft Office, Risk Management, Start-ups, Strategic Planning, Event Planning, Analysis, Team Building
Education
Colorado Christian University 2003 — 2006
Business
Steven Sutor Steven Sutor's NYLIFE Securities LLC Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2008 - Present
Skills
Retirement, Retirement Planning, Employee Benefits, Estate Planning, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Charitable Giving, Education Funding..., Key Person Protection, Legacy Planning, Licensed in Long Term..., License Life and Health..., Lifetime Income..., Variable Annuities, Investments, Small Business, Insurance, Fixed Annuities, Customer Service
Education
Edison Community College 1979 — 1981
Business
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2008 - Present
Skills
Retirement, Retirement Planning, Employee Benefits, Estate Planning, 401k Rollovers, Annuity Sales, Buy-sell Agreements, Charitable Giving, Education Funding..., Key Person Protection, Legacy Planning, Licensed in Long Term..., License Life and Health..., Lifetime Income..., Variable Annuities, Investments, Small Business, Insurance, Fixed Annuities, Customer Service
Education
Edison Community College 1979 — 1981
Business
Fride Mauritzen's NYLIFE Securities LLC Experience August 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company May 2015 - Present
Direct Benefits, Inc. January 2004 - May 2015
RBC Dain Rauscher January 2002 - December 2003
RBC Dain Rauscher January 2000 - January 2002
Eivindsplass Fjellgard July 1997 - December 1997
Education
Concordia College
BA, Business & Scandinavian Studies
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company May 2015 - Present
Direct Benefits, Inc. January 2004 - May 2015
RBC Dain Rauscher January 2002 - December 2003
RBC Dain Rauscher January 2000 - January 2002
Eivindsplass Fjellgard July 1997 - December 1997
Education
Concordia College
BA, Business & Scandinavian Studies
Pasquale Palumbo Pasquale Palumbo'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
New York Life Insurance Company July 2013 - Present
Dobbs Ferry Union Free School District March 2011 - February 2013
Valhalla UFSD 2008 - 2009
White Plains City School District 2001 - 2008
Skills
Licensed Life Insurance..., Annuity Sales, Estate Planning, Protection..., Retirement, Retirement Planning, Small Business, 401k Rollovers, Asset Protection, Investments, Gifting Strategies, Key Person Insurance, Legacies, Protection Pla, Succession Planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Finance, Insurance, Financial Services, Mutual Funds, Life Insurance, Public Speaking, Customer Service
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
MA, English Literature
City University of New York-Herbert H. Lehman College 2005 — 2007
MSED, English Education
State University of New York Empire State College 2002 — 2004
BA, Cultural Studies-English
White Plains High School 1990 — 1993
SUNY Albany
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company July 2013 - Present
Dobbs Ferry Union Free School District March 2011 - February 2013
Valhalla UFSD 2008 - 2009
White Plains City School District 2001 - 2008
Skills
Licensed Life Insurance..., Annuity Sales, Estate Planning, Protection..., Retirement, Retirement Planning, Small Business, 401k Rollovers, Asset Protection, Investments, Gifting Strategies, Key Person Insurance, Legacies, Protection Pla, Succession Planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Finance, Insurance, Financial Services, Mutual Funds, Life Insurance, Public Speaking, Customer Service
Education
City University of New York-Herbert H. Lehman College 2007 — 2011
MA, English Literature
City University of New York-Herbert H. Lehman College 2005 — 2007
MSED, English Education
State University of New York Empire State College 2002 — 2004
BA, Cultural Studies-English
White Plains High School 1990 — 1993
SUNY Albany
JOY EHRENZWEIG JOY EHRENZWEIG's NYLIFE Securities LLC Experience February 2015 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
CITI GLOBAL MARKET March 2007 - February 2015
MasterCard 2001 - 2013
Skills
Financial Services, Strategic Planning, Insurance, Risk Management, Microsoft Office, Protection..., Education Funding..., Lifetime Income..., Long-Term Care Insurance, LGBT Planning, Customer Relations, Wealth Preservation..., Retirement Planning, Finance
Education
Fordham University
Fordham University
Bachelor's degree, Business Administration and Management, General
NYLIFE Securities LLC February 2015 - Present
CITI GLOBAL MARKET March 2007 - February 2015
MasterCard 2001 - 2013
Skills
Financial Services, Strategic Planning, Insurance, Risk Management, Microsoft Office, Protection..., Education Funding..., Lifetime Income..., Long-Term Care Insurance, LGBT Planning, Customer Relations, Wealth Preservation..., Retirement Planning, Finance
Education
Fordham University
Fordham University
Bachelor's degree, Business Administration and Management, General
Michael Denison's NYLIFE Securities LLC Experience November 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 2014 - Present
Conservation Colorado July 2014 - Present
American Recreation Products July 2013 - June 2014
American Recreation Products December 2011 - July 2013
American Recreation Products October 2009 - December 2011
Sea to Summit April 2008 - September 2009
REI August 2003 - April 2008
REI August 2002 - August 2003
REI January 2001 - August 2002
REI April 1999 - January 2001
Skills
Customer Service, Retirement Income..., Business Planning, 401k Rollovers, Financial Services, Investments, Life Insurance..., Education Funding..., Sales, Sales Operations, Sales Management, Marketing Strategy, Team Leadership, Retail, Marketing, Leadership Development, B2B, Data Analysis, Forecasting, Cross-functional Team..., Merchandising, Microsoft Office, Strategy, Change Management, Inside Sales, Management, Training, Trade Shows, B2B eCommerce, Sales Support, Data Analysis - Sales, Data Analysis -..., Customer Relations, E-commerce, Public Speaking, Communication, Strategic Planning, Leadership, Analysis, Social Media
Education
Colorado State University 2012 — 2014
Master's Degree, Business Administration and Management, General, 3.828
North Carolina State University 1995 — 2000
BA, Communications, Public Relations
NYLIFE Securities LLC November 2014 - Present
Conservation Colorado July 2014 - Present
American Recreation Products July 2013 - June 2014
American Recreation Products December 2011 - July 2013
American Recreation Products October 2009 - December 2011
Sea to Summit April 2008 - September 2009
REI August 2003 - April 2008
REI August 2002 - August 2003
REI January 2001 - August 2002
REI April 1999 - January 2001
Skills
Customer Service, Retirement Income..., Business Planning, 401k Rollovers, Financial Services, Investments, Life Insurance..., Education Funding..., Sales, Sales Operations, Sales Management, Marketing Strategy, Team Leadership, Retail, Marketing, Leadership Development, B2B, Data Analysis, Forecasting, Cross-functional Team..., Merchandising, Microsoft Office, Strategy, Change Management, Inside Sales, Management, Training, Trade Shows, B2B eCommerce, Sales Support, Data Analysis - Sales, Data Analysis -..., Customer Relations, E-commerce, Public Speaking, Communication, Strategic Planning, Leadership, Analysis, Social Media
Education
Colorado State University 2012 — 2014
Master's Degree, Business Administration and Management, General, 3.828
North Carolina State University 1995 — 2000
BA, Communications, Public Relations
Brian Ott's NYLIFE Securities LLC Experience February 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2013 - Present
CooperSurgical January 2011 - January 2013
Quest Diagnostics August 2009 - December 2010
American Medical Systems November 2004 - July 2009
Skills
Insurance, Finance, Analysis, Accounting, Retirement, Securities, Tax, Cost Accounting, Sales, Licensing, Account Management, Cold Calling, Medical Devices, Sales Operations, Salesforce.com, Financial Services, Operating Room, Marketing Strategy, Strategic Planning, Sales Management, Healthcare, Leadership, Capital Equipment, Management, Product Launch
Education
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Nutrition and Exercise Science
NYLIFE Securities LLC February 2013 - Present
CooperSurgical January 2011 - January 2013
Quest Diagnostics August 2009 - December 2010
American Medical Systems November 2004 - July 2009
Skills
Insurance, Finance, Analysis, Accounting, Retirement, Securities, Tax, Cost Accounting, Sales, Licensing, Account Management, Cold Calling, Medical Devices, Sales Operations, Salesforce.com, Financial Services, Operating Room, Marketing Strategy, Strategic Planning, Sales Management, Healthcare, Leadership, Capital Equipment, Management, Product Launch
Education
Cornell University 1989 — 1993
Bachelor of Science (B.S.), Nutrition and Exercise Science
Shari Kopczynski Shari Kopczynski's NYLIFE Securities LLC Experience October 2011 - 2014
Job Finance Consultant at RGP
Industry Consumer Goods
Experience
NYLIFE Securities LLC October 2011 - 2014
Self Employed 2008 - 2011
AAA Chicago (The Auto Club Group) 2003 - 2008
Kellogg Company/Keebler Company 1995 - 2003
Household International 1990 - 1995
Skills
Accounting, Budgets, Finance, Analysis, Financial Analysis, Insurance, Life Insurance, Financial Services, Securities, Retirement, Sales, Investments, Tax, Strategic Financial..., Retail
Education
Elmhurst College
Bachelor of Science, Finance
Hersey High School
NYLIFE Securities LLC October 2011 - 2014
Self Employed 2008 - 2011
AAA Chicago (The Auto Club Group) 2003 - 2008
Kellogg Company/Keebler Company 1995 - 2003
Household International 1990 - 1995
Skills
Accounting, Budgets, Finance, Analysis, Financial Analysis, Insurance, Life Insurance, Financial Services, Securities, Retirement, Sales, Investments, Tax, Strategic Financial..., Retail
Education
Elmhurst College
Bachelor of Science, Finance
Hersey High School
Thomas Bracken Thomas Bracken's NYLIFE Securities LLC Experience June 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company March 2014 - Present
Skills
401k Rollovers, Licensed in Long Term..., Annuity Sales, Asset Protection, Income Protection, Education Funding..., Gifting Strategies, Fixed Annuities, Estate Planning, Employee Benefits
Education
Flagler College 2003 — 2005
Communications
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company March 2014 - Present
Skills
401k Rollovers, Licensed in Long Term..., Annuity Sales, Asset Protection, Income Protection, Education Funding..., Gifting Strategies, Fixed Annuities, Estate Planning, Employee Benefits
Education
Flagler College 2003 — 2005
Communications
Meghan Heimstra's NYLIFE Securities LLC Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Health, Wellness and Fitness
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company November 2014 - Present
Allura Skin, Laser & Wellness Clinic June 2014 - February 2015
Miramont Lifestyle Fitness September 2013 - May 2014
Colorado State University Athletics May 2013 - June 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Colorado State University Athletics August 2008 - March 2013
Colorado State University January 2011 - July 2011
Pulmonary Rehabilitation Poudre Valley Hospital August 2010 - January 2011
Skills
Fitness, Time Management, Marketing, Recruiting, Rehabilitation, Hospitals, Cpr Certified, Event Planning, Nutrition, Public Speaking, PowerPoint, Community Outreach, Microsoft Office, Management, Budgets
Education
Colorado State University 2008 — 2012
Bachelor of Applied Science (BASc), Health and Wellness, General
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company November 2014 - Present
Allura Skin, Laser & Wellness Clinic June 2014 - February 2015
Miramont Lifestyle Fitness September 2013 - May 2014
Colorado State University Athletics May 2013 - June 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Miramont Lifestyle Fitness May 2012 - May 2013
Colorado State University Athletics August 2008 - March 2013
Colorado State University January 2011 - July 2011
Pulmonary Rehabilitation Poudre Valley Hospital August 2010 - January 2011
Skills
Fitness, Time Management, Marketing, Recruiting, Rehabilitation, Hospitals, Cpr Certified, Event Planning, Nutrition, Public Speaking, PowerPoint, Community Outreach, Microsoft Office, Management, Budgets
Education
Colorado State University 2008 — 2012
Bachelor of Applied Science (BASc), Health and Wellness, General
Tom McCarty, LUTCF Tom McCarty, LUTCF's NYLIFE Securities LLC Experience August 2004 - Present
Job President, Williamson McCarty and Associates, LLC. Registered Representative at NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company August 2004 - Present
NYLIFE Securities LLC. August 2004 - Present
New York Life Insurance Company November 2006 - December 2009
Skills
Retirement, Investments, Insurance, Fixed Annuities, Financial Planners, Disability Insurance, IRAs, Finance, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Wealth Management, Retirement Planning, Management, Estate Planning, Financial Analysis, Analysis, Financial Services, Loans, Strategy, Mutual Funds, 401k, Portfolio Management, Sales, Banking, Term Life Insurance, Investment Advisory, Securities, 401k Rollovers, College Savings Plans, Variable Annuities
Education
College of Charleston 2000 — 2004
Business Administration, Finance Concentration
New York Life Insurance Company August 2004 - Present
NYLIFE Securities LLC. August 2004 - Present
New York Life Insurance Company November 2006 - December 2009
Skills
Retirement, Investments, Insurance, Fixed Annuities, Financial Planners, Disability Insurance, IRAs, Finance, Life Insurance, Long Term Care Insurance, Long-term Care, Strategic Financial..., Wealth Management, Retirement Planning, Management, Estate Planning, Financial Analysis, Analysis, Financial Services, Loans, Strategy, Mutual Funds, 401k, Portfolio Management, Sales, Banking, Term Life Insurance, Investment Advisory, Securities, 401k Rollovers, College Savings Plans, Variable Annuities
Education
College of Charleston 2000 — 2004
Business Administration, Finance Concentration
Jeanna Lombardi's NYLIFE Securities LLC Experience November 2013 - Present
Job Driven Financial Services Professional helping to protect families across Monroe County and beyond
Industry Insurance
Experience
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company January 2013 - Present
NILICO-Oldham Bianchi Agency January 2010 - March 2013
The Boulevard Grill October 2001 - March 2013
Flanigan's Seafood Bar and Grill October 2003 - August 2007
Skills
401k Rollovers, Asset Protection, Building Relationships, Lifetime Income..., Education Funding..., Customer Service, Retirement Planning, Protection..., Financial Services, Highly detail oriented, Term Life Insurance, Key Person Insurance, Supplements to Employee..., Buy-sell Agreements, Highly motivated..., Time Management, Microsoft Office, Accounts Payable, Payroll, Outstanding people..., Recruiting, Superior Organization, QuickBooks, Insurance, Highly articulate, Management, Office Administration, Travel Arrangements, Outstanding time..., Superior Work Ethic, Filing, Annuity Sales, Gifting Strategies, Investments, Licensed in Long Term..., Wealth Transfer..., Wealth, Leadership, Retirement, Finance, Sales, Life Insurance
Education
Florida Atlantic University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Monroe Community College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company January 2013 - Present
NILICO-Oldham Bianchi Agency January 2010 - March 2013
The Boulevard Grill October 2001 - March 2013
Flanigan's Seafood Bar and Grill October 2003 - August 2007
Skills
401k Rollovers, Asset Protection, Building Relationships, Lifetime Income..., Education Funding..., Customer Service, Retirement Planning, Protection..., Financial Services, Highly detail oriented, Term Life Insurance, Key Person Insurance, Supplements to Employee..., Buy-sell Agreements, Highly motivated..., Time Management, Microsoft Office, Accounts Payable, Payroll, Outstanding people..., Recruiting, Superior Organization, QuickBooks, Insurance, Highly articulate, Management, Office Administration, Travel Arrangements, Outstanding time..., Superior Work Ethic, Filing, Annuity Sales, Gifting Strategies, Investments, Licensed in Long Term..., Wealth Transfer..., Wealth, Leadership, Retirement, Finance, Sales, Life Insurance
Education
Florida Atlantic University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Monroe Community College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Kevin Payne, M.S., LUTCF, CLTC's NYLIFE Securities LLC Experience December 1994 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
Payne Financial Strategies, Inc. August 1994 - Present
Lyndon investments, LLC January 2000 - Present
New York Life Insurance Company August 1994 - Present
NYLIFE Securities LLC December 1994 - Present
Skills
Sales, Strategic Planning, Marketing, Team Building, Customer Service, Budgets, Finance, Business Development, Health Insurance, Staff Development, Small Business, Organizational..., Conflict Management, Public Speaking, Market Research, Hunting, Retirement Planning, Insurance, Life Insurance, Retirement, Employee Benefits, Financial Services, Investments, Securities
Education
American college 1994 — 2013
LUTCF, Life insurance
Wichita State University 2008 — 2010
specialty program of study, Financial Planning
Emporia State University 1990 — 1992
M.S., Rehabilitation Counseling
Emporia State University 1986 — 1990
BA, Rehabilitation Programs
Burlington High School
Burlington High School
The corporation fr long term care certification, inc.
CLTC, certified long term care, Critical care planning and insurance planning
Payne Financial Strategies, Inc. August 1994 - Present
Lyndon investments, LLC January 2000 - Present
New York Life Insurance Company August 1994 - Present
NYLIFE Securities LLC December 1994 - Present
Skills
Sales, Strategic Planning, Marketing, Team Building, Customer Service, Budgets, Finance, Business Development, Health Insurance, Staff Development, Small Business, Organizational..., Conflict Management, Public Speaking, Market Research, Hunting, Retirement Planning, Insurance, Life Insurance, Retirement, Employee Benefits, Financial Services, Investments, Securities
Education
American college 1994 — 2013
LUTCF, Life insurance
Wichita State University 2008 — 2010
specialty program of study, Financial Planning
Emporia State University 1990 — 1992
M.S., Rehabilitation Counseling
Emporia State University 1986 — 1990
BA, Rehabilitation Programs
Burlington High School
Burlington High School
The corporation fr long term care certification, inc.
CLTC, certified long term care, Critical care planning and insurance planning
Bruce Mackey Bruce Mackey's NYLIFE Securities LLC Experience July 2013 - Present
Job Financial Services Professional OR Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2013 - Present
AXA Advisors December 2011 - July 2013
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Retirement, Small Business, Succession planning
Education
Cornell University 1968 — 1973
BS, Biology
NYLIFE Securities LLC July 2013 - Present
AXA Advisors December 2011 - July 2013
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Retirement, Small Business, Succession planning
Education
Cornell University 1968 — 1973
BS, Biology
Jeremy Reeder's NYLIFE Securities LLC Experience April 2010 - Present
Job President, Reeder Financial Group Inc.Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2010 - Present
The Collier Companies February 2004 - October 2009
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Investments, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Licensed Life Insurance..., Licensed in Long-Term..., Financial Services, Variable Annuities, IRAs, Long-term Care, Disability Insurance, Wealth Accumulation, Fixed Annuities, College Savings Plans, Whole Life, Employee Benefits, Roth IRA, Term Life Insurance, Finance, Securities, Life Insurance, Protection Planning, Customer Service
Education
Florida State University 2003 — 2009
Bachelor of Science (BS), Secondary Mathematics Education
NYLIFE Securities LLC April 2010 - Present
The Collier Companies February 2004 - October 2009
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Investments, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Licensed Life Insurance..., Licensed in Long-Term..., Financial Services, Variable Annuities, IRAs, Long-term Care, Disability Insurance, Wealth Accumulation, Fixed Annuities, College Savings Plans, Whole Life, Employee Benefits, Roth IRA, Term Life Insurance, Finance, Securities, Life Insurance, Protection Planning, Customer Service
Education
Florida State University 2003 — 2009
Bachelor of Science (BS), Secondary Mathematics Education
Kevin Unger Kevin Unger's NYLIFE Securities LLC Experience February 2015 - September 2015
Job Commercial Loan Officer and SBA Lender at Stearns Bank N.A.
Industry Banking
Experience
Stearns Bank N.A. September 2015 - Present
NYLIFE Securities LLC February 2015 - September 2015
New York Life Insurance Company November 2014 - September 2015
Citywide Banks June 2005 - August 2014
KJB, Investments, LLC May 2005 - June 2009
Commercial Federal Bank / Bank of the West June 1995 - June 2005
Baessler Construction January 1993 - July 1995
Blockbuster Video March 1989 - June 1994
Skills
Financial Analysis, Investments, Sales, Management, Leadership, New Business Development, 401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Long-term Care, Legacy Planning, Estate Planning, Retirement Income..., Lifetime Income..., Personal Finance, Life Insurance..., Employee Benefits, Mutual Funds, Retirement, Team Building, Insurance, Financial Services, Securities, Financial Planning, Marketing Strategy, Real Estate Transactions, Sales Management, Small Business, Finance, Real Estate, Banking, Contract Negotiation, Loans, Portfolio Management, Mortgage Lending, Commercial Real Estate, Loan Origination, Underwriting, Residential Homes, Credit, Customer Service, Commercial Lending, Credit Analysis, Risk Management, Real Estate Development, Investment Properties, Budgets, Commercial Banking, Small Business Lending
Education
University of Northern Colorado 1990 — 1995
Bachlor of Science, Finance
Embry-Riddle Aeronautical University 1986 — 1988
Aeronautics
Stearns Bank N.A. September 2015 - Present
NYLIFE Securities LLC February 2015 - September 2015
New York Life Insurance Company November 2014 - September 2015
Citywide Banks June 2005 - August 2014
KJB, Investments, LLC May 2005 - June 2009
Commercial Federal Bank / Bank of the West June 1995 - June 2005
Baessler Construction January 1993 - July 1995
Blockbuster Video March 1989 - June 1994
Skills
Financial Analysis, Investments, Sales, Management, Leadership, New Business Development, 401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Long-term Care, Legacy Planning, Estate Planning, Retirement Income..., Lifetime Income..., Personal Finance, Life Insurance..., Employee Benefits, Mutual Funds, Retirement, Team Building, Insurance, Financial Services, Securities, Financial Planning, Marketing Strategy, Real Estate Transactions, Sales Management, Small Business, Finance, Real Estate, Banking, Contract Negotiation, Loans, Portfolio Management, Mortgage Lending, Commercial Real Estate, Loan Origination, Underwriting, Residential Homes, Credit, Customer Service, Commercial Lending, Credit Analysis, Risk Management, Real Estate Development, Investment Properties, Budgets, Commercial Banking, Small Business Lending
Education
University of Northern Colorado 1990 — 1995
Bachlor of Science, Finance
Embry-Riddle Aeronautical University 1986 — 1988
Aeronautics
Ashton Lawrence's NYLIFE Securities LLC Experience September 2010 - February 2013
Job Paraplanner at Dehollander & Janse Financial Group
Industry Financial Services
Experience
Dehollander & Janse Financial Group October 2013 - Present
NYLIFE Securities LLC September 2010 - February 2013
Skills
Long Term Care Insurance, Supplemental Retirement..., College Funding..., Life Insurance, 401k Rollovers, Mutual Funds, Variable Annuities, Fixed Annuities, Health Insurance, Retirement Planning, Voluntary Employee..., Financial Services
Education
Coastal Carolina University 2005 — 2009
Bachelor's degree, Marketing
Riverside High School
Dehollander & Janse Financial Group October 2013 - Present
NYLIFE Securities LLC September 2010 - February 2013
Skills
Long Term Care Insurance, Supplemental Retirement..., College Funding..., Life Insurance, 401k Rollovers, Mutual Funds, Variable Annuities, Fixed Annuities, Health Insurance, Retirement Planning, Voluntary Employee..., Financial Services
Education
Coastal Carolina University 2005 — 2009
Bachelor's degree, Marketing
Riverside High School
Sanjesh Kumar's NYLIFE Securities LLC Experience September 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company September 2010 - Present
Chase Bank January 2006 - August 2010
Wamu Bank May 2005 - December 2006
Wamu Bank May 2004 - April 2005
Skills
Life Insurance, Consumer Lending, Banking, Small Business Lending, Top-notch Customer..., Branch Management, Disability Insurance, Long Term Care Insurance, Life & Health Insurance..., College Funding..., Estate Tax Planning, Buy-sell Agreements, Key Person Protection, Voluntary Employee..., Executive Bonus Planning, Deferred Compensation, Mortgage Protection, Charitable Gift Planning, IRA Funding, Fixed Annuities, Fixed Immediate &..., IRAs, Series 6, Retirement Planning, Financial Services, Mutual Funds, 401k Rollovers, Asset Protection, Multi-generational..., Wealth Preservation..., Investments, Gifting Strategies, Licensed Life & Health..., Succession Planning, Protection..., Multi-generational..., Retirement, Small Business, Estate Planning, Variable Annuities, Annuity Sales, Insurance, Wealth Management, Finance, Customer Service
Education
College of San Mateo 1996 — 1998
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company September 2010 - Present
Chase Bank January 2006 - August 2010
Wamu Bank May 2005 - December 2006
Wamu Bank May 2004 - April 2005
Skills
Life Insurance, Consumer Lending, Banking, Small Business Lending, Top-notch Customer..., Branch Management, Disability Insurance, Long Term Care Insurance, Life & Health Insurance..., College Funding..., Estate Tax Planning, Buy-sell Agreements, Key Person Protection, Voluntary Employee..., Executive Bonus Planning, Deferred Compensation, Mortgage Protection, Charitable Gift Planning, IRA Funding, Fixed Annuities, Fixed Immediate &..., IRAs, Series 6, Retirement Planning, Financial Services, Mutual Funds, 401k Rollovers, Asset Protection, Multi-generational..., Wealth Preservation..., Investments, Gifting Strategies, Licensed Life & Health..., Succession Planning, Protection..., Multi-generational..., Retirement, Small Business, Estate Planning, Variable Annuities, Annuity Sales, Insurance, Wealth Management, Finance, Customer Service
Education
College of San Mateo 1996 — 1998
Jeff Levingston Jeff Levingston's NYLIFE Securities LLC Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
Mechanicsburg Exempted Village School District July 2007 - June 2012
United States Marine Corps September 1984 - June 2005
Skills
Insurance, Whole Life, Term Life Insurance, Universal Life, Variable Life, Mutual Funds, Securities, 401k Rollovers, Annuity Sales, Education Funding, Investments, Retirement Planning
Education
Liberty University 2010 — 2012
Education Specialist, Educational Leadership and Administration, General
Wright State University 2008 — 2010
Master of Education (MEd), Educational Leadership and Administration, General
Wittenberg University 2005 — 2007
Bachelor of Arts (BA), Education
Coastal Carolina Community College 1985 — 1999
Associate of Arts (A.A.), General Studies
New York Life Insurance Company July 2014 - Present
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company July 2014 - Present
Mechanicsburg Exempted Village School District July 2007 - June 2012
United States Marine Corps September 1984 - June 2005
Skills
Insurance, Whole Life, Term Life Insurance, Universal Life, Variable Life, Mutual Funds, Securities, 401k Rollovers, Annuity Sales, Education Funding, Investments, Retirement Planning
Education
Liberty University 2010 — 2012
Education Specialist, Educational Leadership and Administration, General
Wright State University 2008 — 2010
Master of Education (MEd), Educational Leadership and Administration, General
Wittenberg University 2005 — 2007
Bachelor of Arts (BA), Education
Coastal Carolina Community College 1985 — 1999
Associate of Arts (A.A.), General Studies
Amy McGuire Kates, MBA, CLU®, CLTC, CFP®'s NYLIFE Securities LLC Experience April 1988 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies, LLC 2004 - Present
New York Life Insurance Company April 1988 - Present
NYLIFE Securities LLC April 1988 - Present
Skills
Retirement, 401k Rollovers, Long Term Care Insurance, Legacy Planning, Retirement Planning, Permanent Life Insurance, Financial Services, Estate Planning, Succession Planning, Asset Protection, Risk Management, Wealth Preservation..., Fixed Annuities, Skiing, Gardening, Sailing
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA, Marketing & Health Care Administration
University of Hartford
B. A., Psychology & Theatre
Eagle Strategies, LLC 2004 - Present
New York Life Insurance Company April 1988 - Present
NYLIFE Securities LLC April 1988 - Present
Skills
Retirement, 401k Rollovers, Long Term Care Insurance, Legacy Planning, Retirement Planning, Permanent Life Insurance, Financial Services, Estate Planning, Succession Planning, Asset Protection, Risk Management, Wealth Preservation..., Fixed Annuities, Skiing, Gardening, Sailing
Education
Northeastern University - Graduate School of Business Administration 1979 — 1980
MBA, Marketing & Health Care Administration
University of Hartford
B. A., Psychology & Theatre
Jay Miller, CLU's NYLIFE Securities LLC Experience March 1970 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 1970 - Present
Skills
Estate Planning, Retirement Planning, Wealth Preservation..., Life Insurance, Annuity Sales, Asset Protection, Long Term Care Insurance, Finance, Insurance, Retirement, Long-term Care, Strategic Planning
Education
the ameircan college, PA and AEP designation 1985 — 1990
the american college, PA, CLU and AEP
City University of New York City College 1965 — 1969
Pre-Medicine/Pre-Medical Studies
NYLIFE Securities LLC March 1970 - Present
Skills
Estate Planning, Retirement Planning, Wealth Preservation..., Life Insurance, Annuity Sales, Asset Protection, Long Term Care Insurance, Finance, Insurance, Retirement, Long-term Care, Strategic Planning
Education
the ameircan college, PA and AEP designation 1985 — 1990
the american college, PA, CLU and AEP
City University of New York City College 1965 — 1969
Pre-Medicine/Pre-Medical Studies
Aaron Shelden's NYLIFE Securities LLC Experience February 2003 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company December 2001 - Present
Shelden Communications December 1990 - December 2001
Grey Entertainment November 1987 - December 1990
Shelden Communications October 1984 - November 1987
CBS Television September 1980 - October 1984
Skills
Retirement Planning, Retirement, Insurance, Small Business, Investments, Estate Planning, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Legacies, LUTCF, Multi-Generational ..., Multi-Generational..., Protection..., Succession planning
Education
NYU 1962 — 1964
Master of Arts (MA), Communications Arts
Brooklyn College 1958 — 1962
Bachelor of Arts (BA), Speech and Theatre
NYLIFE Securities LLC February 2003 - Present
New York Life Insurance Company December 2001 - Present
Shelden Communications December 1990 - December 2001
Grey Entertainment November 1987 - December 1990
Shelden Communications October 1984 - November 1987
CBS Television September 1980 - October 1984
Skills
Retirement Planning, Retirement, Insurance, Small Business, Investments, Estate Planning, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Legacies, LUTCF, Multi-Generational ..., Multi-Generational..., Protection..., Succession planning
Education
NYU 1962 — 1964
Master of Arts (MA), Communications Arts
Brooklyn College 1958 — 1962
Bachelor of Arts (BA), Speech and Theatre
Gerald Delk, MBA, CPA's NYLIFE Securities LLC Experience 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC 2014 - Present
The Crisis Ministry of Mercer County, Inc. July 2009 - June 2015
Vanguard 2004 - 2014
GE Capital 1993 - 2004
Congressman Harold Ford, Sr 1991 - 1993
First Horizon National Corporation 1989 - 1991
Arthur Andersen, LLP 1985 - 1989
Skills
Investments, Retirement Planning, Vendor Management, Finance, Strategic Planning, Financial Analysis, Retirement, Risk Management, Relationship Management, Budgets, Process Improvement, Six Sigma, Talent Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Human Resources, Customer Relations
Education
Clark Atlanta University 1983 — 1985
MBA, Finance
LeMoyne-Owen College 1980 — 1983
BBA, Accounting
NYLIFE Securities LLC 2014 - Present
The Crisis Ministry of Mercer County, Inc. July 2009 - June 2015
Vanguard 2004 - 2014
GE Capital 1993 - 2004
Congressman Harold Ford, Sr 1991 - 1993
First Horizon National Corporation 1989 - 1991
Arthur Andersen, LLP 1985 - 1989
Skills
Investments, Retirement Planning, Vendor Management, Finance, Strategic Planning, Financial Analysis, Retirement, Risk Management, Relationship Management, Budgets, Process Improvement, Six Sigma, Talent Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Human Resources, Customer Relations
Education
Clark Atlanta University 1983 — 1985
MBA, Finance
LeMoyne-Owen College 1980 — 1983
BBA, Accounting
Alec M. Fisch's NYLIFE Securities LLC Experience April 2012 - Present
Job Financial Services Professional at NYLife Securities LLC
Industry Financial Services
Experience
Nylife Securities LLC April 2012 - Present
New York Life Insurance Company February 2012 - Present
Kings County District Attorneys Office January 2010 - 2011
Goldstein & Goldstein, P.C. February 2009 - December 2009
Gottlieb, Rackman & Reisman, P.C. May 2007 - August 2007
U.S. Attorney's Office, E.D.N.Y. January 2007 - April 2007
Skills
401k Rollovers, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Fordham University School of Law 2005 — 2008
J.D.
Yeshiva University 2001 — 2005
B.A., Mathematics
Nylife Securities LLC April 2012 - Present
New York Life Insurance Company February 2012 - Present
Kings County District Attorneys Office January 2010 - 2011
Goldstein & Goldstein, P.C. February 2009 - December 2009
Gottlieb, Rackman & Reisman, P.C. May 2007 - August 2007
U.S. Attorney's Office, E.D.N.Y. January 2007 - April 2007
Skills
401k Rollovers, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Fordham University School of Law 2005 — 2008
J.D.
Yeshiva University 2001 — 2005
B.A., Mathematics
Ellen D. Tillman, CLU, ChFC, MBA's NYLIFE Securities LLC Experience September 1995 - Present
Job President at Ellen Tillman & Company
Industry Financial Services
Experience
Ellen Tillman & Company September 1998 - Present
Eagle Strategies, LLC September 1998 - Present
New York Life Insurance Company September 1995 - Present
NYLIFE Securities LLC September 1995 - Present
Wilmer Cutler Pickering Hale and Dorr LLP December 1986 - August 1995
NERA Economic Consulting December 1981 - April 1986
Howrey LLP 1978 - 1980
Skills
Retirement Planning, Life Insurance, Asset Protection, Small Business, Succession Planning, Estate Planning, Multi-Generational..., Long Term Care Insurance, CLU, 401(k) rollovers, Time Management, IRAs, Annuity Sales, Licensed Life Insurance..., Key Person Protection, Thought Leadership, Multi-generational..., Insurance, Fixed Annuities, Legacies, Wealth Preservation..., Employee Benefits, Retirement
Education
Cornell University
MS, Consumer Economics
George Mason University
MBA
Jericho High School
HS Diploma
The George Washington University
BA, Sociology
Ellen Tillman & Company September 1998 - Present
Eagle Strategies, LLC September 1998 - Present
New York Life Insurance Company September 1995 - Present
NYLIFE Securities LLC September 1995 - Present
Wilmer Cutler Pickering Hale and Dorr LLP December 1986 - August 1995
NERA Economic Consulting December 1981 - April 1986
Howrey LLP 1978 - 1980
Skills
Retirement Planning, Life Insurance, Asset Protection, Small Business, Succession Planning, Estate Planning, Multi-Generational..., Long Term Care Insurance, CLU, 401(k) rollovers, Time Management, IRAs, Annuity Sales, Licensed Life Insurance..., Key Person Protection, Thought Leadership, Multi-generational..., Insurance, Fixed Annuities, Legacies, Wealth Preservation..., Employee Benefits, Retirement
Education
Cornell University
MS, Consumer Economics
George Mason University
MBA
Jericho High School
HS Diploma
The George Washington University
BA, Sociology
Maria (Cereghino) Ashley's NYLIFE Securities LLC Experience May 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Coca-Cola Refreshments June 2011 - September 2013
RBI Strategies & Research July 2010 - August 2011
The Washington Post January 2009 - July 2010
The New Yorker March 2006 - September 2007
Outside Magazine August 2004 - March 2006
Skills
401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Multi-Generational..., Personal Finance, Retirement Planning, Supplements to Employee..., Life Insurance
Education
The George Washington University 2008 — 2011
MS Political Management, Politics, Communications
DePauw University 2000 — 2004
Webster Groves High School
Webster Groves High School
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Coca-Cola Refreshments June 2011 - September 2013
RBI Strategies & Research July 2010 - August 2011
The Washington Post January 2009 - July 2010
The New Yorker March 2006 - September 2007
Outside Magazine August 2004 - March 2006
Skills
401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Multi-Generational..., Personal Finance, Retirement Planning, Supplements to Employee..., Life Insurance
Education
The George Washington University 2008 — 2011
MS Political Management, Politics, Communications
DePauw University 2000 — 2004
Webster Groves High School
Webster Groves High School
Michael R. Dunn, CLU, ChFC, CFP, Cert. PFS's NYLIFE Securities LLC Experience January 2010 - Present
Job Investment Advisor Representative at Eagle Strategies, LLC (New York Life Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Eagle Strategies, LLC (New York Life Company) April 2010 - Present
NYLIFE Securities LLC January 2010 - Present
The American College 1989 - 2013
The American College 1989 - 2013
Insurance Solutions International January 2006 - January 2010
Swiss Life Private Placement March 2008 - July 2008
Sun Life Everbright Insurance Company of China March 2006 - November 2006
JPMorgan Private Bank June 2002 - July 2005
Sun Life Financial February 2000 - June 2002
New England Financial February 1989 - February 2000
Skills
Insurance, Life Insurance, Relationship Management, Investments, Wealth Management, Private Banking, Strategic Financial..., Business Planning
Education
The Johns Hopkins University 1966 — 1972
BA, Behavioral Sciences
College for Financial Planning
CFP, Certified Financial Planner
East High School
The American College
CLU, Charetered Life Underwriter
The Johns Hopkins University
BA, Behavioral Sciences
Bob Ducato's NYLIFE Securities LLC Experience March 1984 - Present
Job Offering financial service products, estate planning, retirement funding and long term care insurance plans
Industry Insurance
Experience
B. Ducato and Associates March 1976 - Present
NYLIFE Securities LLC March 1984 - Present
New York Life March 1976 - Present
Kiwanis Club October 1974 - Present
BNI 2003 - 2010
Business Network International 2003 - 2009
WT Grant Company September 1966 - March 1976
Skills
Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Life Insurance, Estate Planning, Retirement Planning, Small Business, Employee Benefits, Public Speaking, IRAs, Pensions, Strategic Planning, Health Insurance, 401k, Fundraising, Mutual Funds, Wealth Management, Training, Asset Allocation, Universal Life, Retirement, Long Term Care Insurance, Personal Finance, Investment Strategies, Customer Service, Term Life Insurance, Critical Illness, Financial Services, Investments, Whole Life, Series 63, Risk Management, Strategic Financial..., Financial Planners, Sales, Entrepreneurship, Team Building, Sales Management, Budgets, Coaching, Marketing
Education
Strategic Coach 1999 — 2003
Masters, Personal Development
Gannon University 1964 — 1969
Bachelor of Arts (B.A.), Sociology
The American College
CLU, ChFC, RHU, REBC, CLTC, Financial Planning and Services
B. Ducato and Associates March 1976 - Present
NYLIFE Securities LLC March 1984 - Present
New York Life March 1976 - Present
Kiwanis Club October 1974 - Present
BNI 2003 - 2010
Business Network International 2003 - 2009
WT Grant Company September 1966 - March 1976
Skills
Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Life Insurance, Estate Planning, Retirement Planning, Small Business, Employee Benefits, Public Speaking, IRAs, Pensions, Strategic Planning, Health Insurance, 401k, Fundraising, Mutual Funds, Wealth Management, Training, Asset Allocation, Universal Life, Retirement, Long Term Care Insurance, Personal Finance, Investment Strategies, Customer Service, Term Life Insurance, Critical Illness, Financial Services, Investments, Whole Life, Series 63, Risk Management, Strategic Financial..., Financial Planners, Sales, Entrepreneurship, Team Building, Sales Management, Budgets, Coaching, Marketing
Education
Strategic Coach 1999 — 2003
Masters, Personal Development
Gannon University 1964 — 1969
Bachelor of Arts (B.A.), Sociology
The American College
CLU, ChFC, RHU, REBC, CLTC, Financial Planning and Services
Kathryn Dennen's NYLIFE Securities LLC Experience 2014 - Present
Job Caring Financial Services Professional helping clients to develop a sound financial strategy.
Industry Financial Services
Experience
NYLIFE Securities LLC 2014 - Present
Waterbury Symphony Orchestra July 2007 - October 2014
Woodbury Ballet June 2007 - September 2014
WGBH 1987 - 2007
Skills
Life Insurance, Financial Services, 401k Rollovers, Wealth Preservation, Personal Finance, Annuity Sales, Professional Women, Securities, Financial Strategy, Investments, College Savings Plans, Asset Protection, Retirement Planning, Licensed in Long-Term...
Education
Fairfield University 1984 — 1985
MA, Educational Technology
Fairfield University 1980 — 1983
BA, English
Seymour High School
Seymour High School
NYLIFE Securities LLC 2014 - Present
Waterbury Symphony Orchestra July 2007 - October 2014
Woodbury Ballet June 2007 - September 2014
WGBH 1987 - 2007
Skills
Life Insurance, Financial Services, 401k Rollovers, Wealth Preservation, Personal Finance, Annuity Sales, Professional Women, Securities, Financial Strategy, Investments, College Savings Plans, Asset Protection, Retirement Planning, Licensed in Long-Term...
Education
Fairfield University 1984 — 1985
MA, Educational Technology
Fairfield University 1980 — 1983
BA, English
Seymour High School
Seymour High School
Scot Ehinger's NYLIFE Securities LLC Experience January 2011 - August 2013
Job Managing Partner at Lifetime Wealth Strategies, LLC
Industry Insurance
Experience
Lifetime Wealth Strategies, LLC July 2015 - Present
Atlantic Coast Advisory Group August 2013 - May 2015
Transamerica Financial Advisors, Inc. August 2013 - May 2015
NYLIFE Securities LLC January 2011 - August 2013
Regions Bank 2002 - 2010
Education
Clemson University 1997 — 2002
Bachelor of Science, Financial Management
Lifetime Wealth Strategies, LLC July 2015 - Present
Atlantic Coast Advisory Group August 2013 - May 2015
Transamerica Financial Advisors, Inc. August 2013 - May 2015
NYLIFE Securities LLC January 2011 - August 2013
Regions Bank 2002 - 2010
Education
Clemson University 1997 — 2002
Bachelor of Science, Financial Management
Peter Kunisch's NYLIFE Securities LLC Experience November 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2014 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company November 2010 - Present
The UPS Store June 2007 - June 2011
WNCN NBC17 April 2006 - March 2010
Skills
Investments, Estate Planning, 401k Rollovers, Insurance, Business Succession..., Business Insurance..., Public Speaking, Sales
Education
Fordham University 1993 — 1997
BA, Political Science
Eagle Strategies, LLC March 2014 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company November 2010 - Present
The UPS Store June 2007 - June 2011
WNCN NBC17 April 2006 - March 2010
Skills
Investments, Estate Planning, 401k Rollovers, Insurance, Business Succession..., Business Insurance..., Public Speaking, Sales
Education
Fordham University 1993 — 1997
BA, Political Science
Shailja Seth's NYLIFE Securities LLC Experience December 2001 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company 2001 - Present
Education
Delhi University
Masters, Anthropology
Hindu College
Bachelors, Zoology (Honours)
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company 2001 - Present
Education
Delhi University
Masters, Anthropology
Hindu College
Bachelors, Zoology (Honours)
Brandon E. Johnson's NYLIFE Securities LLC Experience February 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC at NYLIFE Securities LLC,
Industry Financial Services
Experience
NYLIFE Securities LLC, February 2011 - Present
Connecticut Chiefs March 2008 - Present
Travel Insured International April 2008 - December 2010
USA Hockey June 2007 - June 2008
QMJHL May 2007 - June 2008
Newington Arena May 2007 - March 2008
Team CT Chicago Showcase 2003 - 2008
Hartford Wolfpack Junior "A" 2003 - 2007
Connecticut Clippers 2003 - 2007
Connecticut Clippers Junior "B" 2005 - 2006
Skills
Coaching, Process Scheduler, Hockey, Program Management, Leadership, Management, Budgets, Training, Recruiting, Fundraising, Sports Management, Team Building, Advertising, Social Media Marketing, Sports, Time Management, Athletics
Education
Central Connecticut State University 1999 — 2003
Bachelor, Business, Philosophy
NYLIFE Securities LLC, February 2011 - Present
Connecticut Chiefs March 2008 - Present
Travel Insured International April 2008 - December 2010
USA Hockey June 2007 - June 2008
QMJHL May 2007 - June 2008
Newington Arena May 2007 - March 2008
Team CT Chicago Showcase 2003 - 2008
Hartford Wolfpack Junior "A" 2003 - 2007
Connecticut Clippers 2003 - 2007
Connecticut Clippers Junior "B" 2005 - 2006
Skills
Coaching, Process Scheduler, Hockey, Program Management, Leadership, Management, Budgets, Training, Recruiting, Fundraising, Sports Management, Team Building, Advertising, Social Media Marketing, Sports, Time Management, Athletics
Education
Central Connecticut State University 1999 — 2003
Bachelor, Business, Philosophy
Mark Stratton, LUTCF, CFP®'s NYLIFE Securities LLC Experience April 2006 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC July 2011 - Present
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company October 2002 - Present
Skills
Retirement Planning, IRAs, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Business Planning, Risk Management, Retirement Income..., Estate Planning, Financial Planning
Education
Texas Tech University 2002 — 2005
Bachelor of Science, Personal Financial Planning
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Finance
Eagle Strategies, LLC July 2011 - Present
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company October 2002 - Present
Skills
Retirement Planning, IRAs, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Business Planning, Risk Management, Retirement Income..., Estate Planning, Financial Planning
Education
Texas Tech University 2002 — 2005
Bachelor of Science, Personal Financial Planning
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Finance
Dwayne Nash's NYLIFE Securities LLC Experience October 2013 - December 2014
Job Director Institutional Sales at Reserve Data LLC
Industry Information Services
Experience
Reserve Data LLC June 2014 - Present
Normavis Properties LLC 2005 - Present
NYLIFE Securities LLC October 2013 - December 2014
Langenberg & Co January 2012 - June 2013
Cowen and Company April 2011 - October 2011
RBC Capital Markets January 2010 - November 2010
Qubit Investment LLC April 2009 - March 2010
Credit Suisse LLC June 1986 - December 2008
Skills
Equities, Investments, Trading, Financial Risk, Mutual Funds, Securities, Insurance, Retirement Planning, Management, Risk Management, 401k Rollovers, Licensed Life Insurance..., Basketball Coaching, Financial Services, Fixed Income, Capital Markets, Investment Banking, Options, Proprietary Trading
Education
Dartmouth College 1981 — 1985
Ecomonics
Stuyvesant H.S. 1978 — 1981
Reserve Data LLC June 2014 - Present
Normavis Properties LLC 2005 - Present
NYLIFE Securities LLC October 2013 - December 2014
Langenberg & Co January 2012 - June 2013
Cowen and Company April 2011 - October 2011
RBC Capital Markets January 2010 - November 2010
Qubit Investment LLC April 2009 - March 2010
Credit Suisse LLC June 1986 - December 2008
Skills
Equities, Investments, Trading, Financial Risk, Mutual Funds, Securities, Insurance, Retirement Planning, Management, Risk Management, 401k Rollovers, Licensed Life Insurance..., Basketball Coaching, Financial Services, Fixed Income, Capital Markets, Investment Banking, Options, Proprietary Trading
Education
Dartmouth College 1981 — 1985
Ecomonics
Stuyvesant H.S. 1978 — 1981
Walton Orvin, CPA*'s NYLIFE Securities LLC Experience May 2012 - March 2014
Job Experienced Accountant in Industry
Industry Financial Services
Experience
Blue Sea Strategies, LLC March 2014 - Present
NYLIFE Securities LLC May 2012 - March 2014
Eclipse Aerospace, Inc September 2009 - January 2012
O'Shaughnessy Real Estate Company DBA Carolina One Real Estate September 2003 - December 2008
Integrated Time & Pay, Inc. 1994 - 2003
Skills
Wealth Conservation..., Financial Blueprint, Financial Strategies, Finance, Insurance, Leadership, Risk Management, Financial Analysis, Forecasting, Budgets, Strategic Planning, Executive Management, Mergers & Acquisitions, Business Planning, Team Building, Project Planning, Start-ups, Process Improvement, Real Estate, Recruiting, Accounting
Education
Emory University - Goizueta Business School
BBA, Finance and Accounting - Double Major
Blue Sea Strategies, LLC March 2014 - Present
NYLIFE Securities LLC May 2012 - March 2014
Eclipse Aerospace, Inc September 2009 - January 2012
O'Shaughnessy Real Estate Company DBA Carolina One Real Estate September 2003 - December 2008
Integrated Time & Pay, Inc. 1994 - 2003
Skills
Wealth Conservation..., Financial Blueprint, Financial Strategies, Finance, Insurance, Leadership, Risk Management, Financial Analysis, Forecasting, Budgets, Strategic Planning, Executive Management, Mergers & Acquisitions, Business Planning, Team Building, Project Planning, Start-ups, Process Improvement, Real Estate, Recruiting, Accounting
Education
Emory University - Goizueta Business School
BBA, Finance and Accounting - Double Major
Mark Riley's NYLIFE Securities LLC Experience September 1984 - Present
Job Financial Services Professional helping business owners and families develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC September 1984 - Present
New York Life Insurance Company April 1979 - Present
Skills
Small Business, Fixed Annuities, Life Insurance, Estate Planning, Term Life Insurance, Retirement Planning, Asset Allocation, Insurance Planning, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Key Person Protection, Wealth Preservation..., Customer Service, Financial Services, Finance
Education
The College of William and Mary
Bachelor's degree, Business Administration and Management, General
Christopher Newport University
Business, Management, Marketing, and Related Support Services
NYLIFE Securities LLC September 1984 - Present
New York Life Insurance Company April 1979 - Present
Skills
Small Business, Fixed Annuities, Life Insurance, Estate Planning, Term Life Insurance, Retirement Planning, Asset Allocation, Insurance Planning, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Key Person Protection, Wealth Preservation..., Customer Service, Financial Services, Finance
Education
The College of William and Mary
Bachelor's degree, Business Administration and Management, General
Christopher Newport University
Business, Management, Marketing, and Related Support Services
Christopher Zuaro's NYLIFE Securities LLC Experience December 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
Bankers Life and Casualty Company June 2013 - November 2013
Bank of America March 2012 - June 2013
Home Savings of America January 2010 - December 2011
Streamline Mortgage September 2004 - December 2009
The Law Office of Robert Savitsky, PC January 2008 - September 2009
Skills
Licensed Life & Health..., Life Insurance, Fixed Annuities, Annuity Sales, Term Life Insurance, Custom Whole Life..., Health Insurance, Asset Protection, Estate Planning, Insurance, Key Person Protection, Protection..., Wealth Management, Retirement Planning, Retirement, Legacies, Multitasking Skills, Wealth Preservation..., Succession Planning, Gifting Strategies, Multi-generational..., Multi-generational..., Mortgage Lending, FHA, Loans, Credit, Finance, Credit Cards, Sales, Strategy, USDA, Financial Services, VA loans, Reverse Mortgages, Residential Mortgages, Loan Origination, Mortgage Banking, Underwriting, Refinance, Credit Analysis, Small Business, Equities, Non-Conforming, Real Estate, Government Loans, FHA financing, First Time Home Buyers, Investment Properties, Real Estate Financing, Rates
Education
Farmingdale State University of New York 2003 — 2006
Business Administration and Management, General, Marketing
Suffolk County Community College 2001 — 2003
Business Administration and Management, General
NYLIFE Securities LLC December 2013 - Present
Bankers Life and Casualty Company June 2013 - November 2013
Bank of America March 2012 - June 2013
Home Savings of America January 2010 - December 2011
Streamline Mortgage September 2004 - December 2009
The Law Office of Robert Savitsky, PC January 2008 - September 2009
Skills
Licensed Life & Health..., Life Insurance, Fixed Annuities, Annuity Sales, Term Life Insurance, Custom Whole Life..., Health Insurance, Asset Protection, Estate Planning, Insurance, Key Person Protection, Protection..., Wealth Management, Retirement Planning, Retirement, Legacies, Multitasking Skills, Wealth Preservation..., Succession Planning, Gifting Strategies, Multi-generational..., Multi-generational..., Mortgage Lending, FHA, Loans, Credit, Finance, Credit Cards, Sales, Strategy, USDA, Financial Services, VA loans, Reverse Mortgages, Residential Mortgages, Loan Origination, Mortgage Banking, Underwriting, Refinance, Credit Analysis, Small Business, Equities, Non-Conforming, Real Estate, Government Loans, FHA financing, First Time Home Buyers, Investment Properties, Real Estate Financing, Rates
Education
Farmingdale State University of New York 2003 — 2006
Business Administration and Management, General, Marketing
Suffolk County Community College 2001 — 2003
Business Administration and Management, General
Hope Anderson's NYLIFE Securities LLC Experience November 1987 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 1987 - Present
Skills
Retirement, Insurance, Finance, Financial Services, Customer Service, Securities
Education
City University of New York-Herbert H. Lehman College
BA, Economics
NYLIFE Securities LLC November 1987 - Present
Skills
Retirement, Insurance, Finance, Financial Services, Customer Service, Securities
Education
City University of New York-Herbert H. Lehman College
BA, Economics
Ryan M. Behm's NYLIFE Securities LLC Experience June 2013 - Present
Job Financial Adviser at Eagle Strategies
Industry Financial Services
Experience
High Point Financial Group LLC June 2013 - Present
Eagle Strategies LLC June 2013 - Present
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial for Lutherans July 2002 - December 2012
Skills
Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Insurance, Investments
Education
Concordia University-St. Paul 1999 — 2003
Bachelor of Business Administration (BBA), Finance
High Point Financial Group LLC June 2013 - Present
Eagle Strategies LLC June 2013 - Present
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company January 2013 - Present
Thrivent Financial for Lutherans July 2002 - December 2012
Skills
Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Estate Planning, Insurance, Investments
Education
Concordia University-St. Paul 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Robert Westberg CPA/PFS, CFP®'s NYLIFE Securities LLC Experience August 1993 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
New York Life Insurance Company August 1993 - Present
NYLIFE Securities LLC August 1993 - Present
Eagle Strategies LLC January 2000 - Present
The First National Bank of Chicago February 1974 - July 1993
United States Army Reserve November 1969 - October 1975
Skills
Personal Finance, Retirement Planning, Estate Planning, IRA Rollovers, Investments, Term Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Education Funding..., Gifting Strategies, Public Speaking, Leadership, Small Business, Financial Services, Wealth Management, IRAs, Analysis, Tax, Team Building, Strategic Planning, Customer Service, Employee Benefits
Education
DePaul University 1968 — 1977
BSC Accounting, MBA Finance
Marian Catholic High School, Chicago Heights, IL 1963 — 1967
High School
Jeffrey S. Polunas, MSFS, CLU, ChFC's NYLIFE Securities LLC Experience January 1986 - April 2014
Job Retired Sr Director of Development with New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 1985 - Present
New York Life Insurance Company January 2013 - April 2014
NYLIFE Securities LLC January 1986 - April 2014
New York Life Insurance Company September 2008 - December 2012
New York Life Insurance Company July 1998 - September 2008
New York Life Insurance Company October 1996 - July 1998
New York Life Insurance Company February 1992 - October 1996
New York Life Insurance Company November 1989 - February 1992
New York Life Insurance Company April 1987 - November 1989
New York Life Insurance Company March 1985 - April 1987
Skills
Insurance, Small Business, Coaching, Curriculum Development, Events Coordination, Financial Services, Instructor-led Training, Job Coaching, Leadership, Management, Marketing, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Social Media Marketing, Strategic Planning, Team Building, Team Leadership, Time Management, Training, Workshop Facilitation, Business Development, 401k Rollovers, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Wealth Preservation..., Investments, Recruiting
Education
The American College
MSFS, CLU, ChFC
Cleveland State University 1972 — 1977
Bachelor's degree, Chemistry
New York Life Insurance Company March 1985 - Present
New York Life Insurance Company January 2013 - April 2014
NYLIFE Securities LLC January 1986 - April 2014
New York Life Insurance Company September 2008 - December 2012
New York Life Insurance Company July 1998 - September 2008
New York Life Insurance Company October 1996 - July 1998
New York Life Insurance Company February 1992 - October 1996
New York Life Insurance Company November 1989 - February 1992
New York Life Insurance Company April 1987 - November 1989
New York Life Insurance Company March 1985 - April 1987
Skills
Insurance, Small Business, Coaching, Curriculum Development, Events Coordination, Financial Services, Instructor-led Training, Job Coaching, Leadership, Management, Marketing, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Social Media Marketing, Strategic Planning, Team Building, Team Leadership, Time Management, Training, Workshop Facilitation, Business Development, 401k Rollovers, Asset Protection, Estate Planning, Gifting Strategies, Protection..., Retirement Planning, Wealth Preservation..., Investments, Recruiting
Education
The American College
MSFS, CLU, ChFC
Cleveland State University 1972 — 1977
Bachelor's degree, Chemistry
Cohinta Cory Alzate's NYLIFE Securities LLC Experience January 2001 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
Skills
Licensed Life Insurance..., Annuity Sales, Retirement Planning, 401k Rollovers, Asset Protection, Estate Planning, Key Person Insurance, LUTCF
Education
Chabot College 1980 — 1982
Associate of Arts (A.A.), Tourism and Travel Services Management
NYLIFE Securities LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
Skills
Licensed Life Insurance..., Annuity Sales, Retirement Planning, 401k Rollovers, Asset Protection, Estate Planning, Key Person Insurance, LUTCF
Education
Chabot College 1980 — 1982
Associate of Arts (A.A.), Tourism and Travel Services Management
Gregory Oldoerp's NYLIFE Securities LLC Experience July 2010 - February 2013
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MML Investor Services, LLC May 2013 - Present
MassMutual Greater Washington April 2013 - Present
New York Life Insurance Company November 2010 - April 2013
NYLIFE Securities LLC July 2010 - February 2013
Alpha Financial Analytics January 2006 - June 2010
Skills
Retirement Planning, Insurance Planning, Charitable Giving, Retirement Income..., IRA's, Retirement, Annuities, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Wealth, Long Term Care, Financial Planning, 401k, Financial Advisory, Investment Strategies, Universal Life, Personal Finance, Investments, Long-term Care, Term Life Insurance, Series 63, Pensions, Morningstar, Fixed Annuities, Equities, Financial Planners, Wealth Accumulation, Life Insurance, Legacy Creation, Disability Income..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance
Education
Fort Lewis College 1997 — 2001
BA-Humanities, Anthropology, sociology
winston churchill h.s. 1994 — 1997
MML Investor Services, LLC May 2013 - Present
MassMutual Greater Washington April 2013 - Present
New York Life Insurance Company November 2010 - April 2013
NYLIFE Securities LLC July 2010 - February 2013
Alpha Financial Analytics January 2006 - June 2010
Skills
Retirement Planning, Insurance Planning, Charitable Giving, Retirement Income..., IRA's, Retirement, Annuities, Estate Planning, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Wealth, Long Term Care, Financial Planning, 401k, Financial Advisory, Investment Strategies, Universal Life, Personal Finance, Investments, Long-term Care, Term Life Insurance, Series 63, Pensions, Morningstar, Fixed Annuities, Equities, Financial Planners, Wealth Accumulation, Life Insurance, Legacy Creation, Disability Income..., Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Long Term Care Insurance
Education
Fort Lewis College 1997 — 2001
BA-Humanities, Anthropology, sociology
winston churchill h.s. 1994 — 1997
Sean Michael Gilrein's NYLIFE Securities LLC Experience July 2010 - May 2015
Job SENIOR SPECIALIST RETAIL ANNUITIES at NYLIFE INSURANCE
Industry Financial Services
Experience
NYLIFE INSURANCE June 2015 - Present
NYLife Securities, LLC July 2010 - May 2015
MML Investor Services March 2007 - July 2010
Skills
Series 7, Series 63, Problem Analysis and..., Fixed Income, Financial Services, Equities, Mutual Funds, Trading, Options, Bonds, Securities, Investments, FINRA, Insurance, Portfolio Management
Education
Hunter College 2002 — 2006
Bachelor of Arts, English
NYLIFE INSURANCE June 2015 - Present
NYLife Securities, LLC July 2010 - May 2015
MML Investor Services March 2007 - July 2010
Skills
Series 7, Series 63, Problem Analysis and..., Fixed Income, Financial Services, Equities, Mutual Funds, Trading, Options, Bonds, Securities, Investments, FINRA, Insurance, Portfolio Management
Education
Hunter College 2002 — 2006
Bachelor of Arts, English
Leonard Wheeler's NYLIFE Securities LLC Experience April 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Skills
Banking, Finance, Customer Service, Financial Services, Financial Analysis, Management, Persuasion Skills, Microsoft Office, Risk Management, Business Strategy, Teamwork, Relationship-Management..., Investments, Time Management, Marketing, Microsoft Excel, Public Speaking, Real Estate, Problem-Solving Skills, PowerPoint, Mortgage Lending, Leadership, Credit, Communication Skills, Tenacity and Ethics, Microsoft Word, English, Analysis, Insurance, Loans, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation...
Education
College of Marin 2011 — 2012
Real Estate
College of DuPage 2009 — 2011
General education, 3.5GPA
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Skills
Banking, Finance, Customer Service, Financial Services, Financial Analysis, Management, Persuasion Skills, Microsoft Office, Risk Management, Business Strategy, Teamwork, Relationship-Management..., Investments, Time Management, Marketing, Microsoft Excel, Public Speaking, Real Estate, Problem-Solving Skills, PowerPoint, Mortgage Lending, Leadership, Credit, Communication Skills, Tenacity and Ethics, Microsoft Word, English, Analysis, Insurance, Loans, 401k Rollovers, Retirement Planning, Estate Planning, Wealth Preservation...
Education
College of Marin 2011 — 2012
Real Estate
College of DuPage 2009 — 2011
General education, 3.5GPA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY