Experience
Vantage Pointe Financial Group   2015 - Present
NYLIFE Securities LLC   2014 - 2015

Education
Newman University   2003 — 2004
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Kansas State University   1989 — 1993
B.S., Agriculture and Related Sciences

Experience
New York Life Insurance Company  December 2000 - Present
NYLIFE Securities LLC   April 1994 - December 2000
Switchboats, Inc.   June 1977 - April 1994

Skills
Financial Services, Strategic Planning, Business Development, Coaching, Communication, Curriculum Development, CRM, Events Coordination, Event Marketing Strategy, Instructor-led Training, Insurance, Job Coaching, Lead Generation, Leadership, Management, Marketing, Marketing Management, New Business Development, Performance Consulting, Public Speaking, Sales Management, Sales Process, Sales Rep Training, Seminar Marketing, Small Business, Social Media Marketing, Strategy, Team Building, Team Leadership, Time Management, Training Delivery, 401k Rollovers, Asset Protection, CLU, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Succession Planning, Wealth Preservation...

Education
The American College   1994 — 2011
Master of Science (MS), Fianancial Services

Texas A&M University   1979 — 1981
Bachelor of Business Administration (BBA), Management

Louisiana State University   1977 — 1979

Episcopal High School- Baton Rouge, LA   1970 — 1977

Experience
NYLIFE Securities LLC   June 2013 - Present

Education
McNeese State University

Experience
NYLIFE Securities LLC   October 2013 - Present
New York Life Insurance Company  2013 - Present

Skills
Financial Services, 401k Rollovers, Annuity Sales, Education Funding, Investments, Estate Planning, Gifting Strategies, Life Insurance..., Protection..., Retirement Planning, Succession Planning, Wealth Preservation...

Education
Massasoit Community College   1985 — 1987
Associate's Degree, Computer Programming

Randolph High School   1981 — 1985
High School

Experience
Eagle Strategies, LLC  November 1974 - Present
NYLIFE Securities LLC   November 1974 - Present
New York Life Insurance Company  November 1974 - Present
LF Rothschild  June 1972 - November 1974

Skills
Insurance Agent, Life Insurance, Estate Planning, Business Planning, Retirement Planning, Financial Planning

Education
The American College   2001 — 2001
Masters, Science in Financial Services

Lafayette College   1967 — 1971
Bachelor of Arts (BA), Economics

Experience
NYLIFE Securities LLC   December 2014 - Present
New York Life Insurance Company  June 2014 - Present
Welch Allyn  September 2013 - April 2014
Welch Allyn  2007 - 2013
Welch Allyn, Inc.   2004 - 2007
Welch Allyn  2001 - 2004
US Navy Reserve  2000 - 2004
VeriFone  1999 - 2001

Skills
Leadership, Problem Solving, Risk Management, Succession Planning, Customer Satisfaction, Direct Sales, Retirement, Small Business, Networking, Retirement Planning, 401(k) Rollovers, Permanent Life Insurance, Supplements to Employee..., Term Life Insurance, Wealth Transfer..., Wealth Preservation..., Annuity Sales, Asset Protection, Business Insurance..., Charitable Giving, Buy-sell Agreements, Creative Problem Solving, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Personal Finance, Protection..., Multi-Tasking Skills, Customer Retention, Life Insurance, Account Management, Insurance, Relationship Management, Building Relationships, Business Exit Strategy, Business Networking, Business Succession..., Sales, Customer Relations

Education
University of Phoenix   2008 — 2011
BS, Business Management

ITT Technical Institute-Portland   1995 — 1997
AAS, Electrical Engineering, 3.85

Experience
NYLIFE Securities LLC   August 2011 - Present
The Principal Financial Group  April 2001 - April 2011
Convergent Communications  March 1999 - March 2001

Skills
Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Estate Planning, 401k, Key Person Insurance, Gifting Strategies, Multi-generational..., Asset Protection, Legacies, Insurance, Retirement, Small Business, Succession Planning, Windows Server, Life Insurance, Customer Service, Fixed Annuities, Unix, IIS, VMware, Sales, Solaris, Finance, SDLC, Security, Cloud Computing, Business Analysis, Strategic Planning, Citrix, Analysis, Microsoft Exchange, Unix Shell Scripting, Management, Team Leadership, Team Building, Networking, Retirement Planning, Infrastructure, Microsoft Office, Windows, Disability Insurance, Licensed in Long-Term..., 401k Rollovers, Troubleshooting

Education
Univeristy Muhammed 5th   1983 — 1985

Lycee Moulay Youssef Rabat Morocco   1981 — 1983
baccalaureate

Kaplan University-Des Moines Campus

Kaplan University-Des Moines Campus

Experience
Premier Financial Group  January 2013 - Present
NYLIFE Securities LLC   January 2013 - Present
New York Life Insurance Company  January 2013 - Present
New York Life Insurance Company  June 2010 - January 2013
New York Life Insurance Company  October 2007 - June 2010
Northland Healthcare Alliance   September 2005 - October 2007
ND Department of Commerce - ND Development Fund   August 2000 - September 2005

Skills
Licensed Life Insurance..., Retirement Planning, Insurance, Retirement, Investments, Life Insurance, Term Life Insurance, 401k Rollovers, Asset Protection, IRA Rollovers, Education Funding..., Lifetime Income..., Permanent Life Insurance, Buy-sell Agreements, Life Insurance..., Licensed in Long Term..., Estate Planning, Business Insurance..., Financial Services, Gifting Strategies, Grandchild Gifting, Key Person Insurance, Legacy Planning, Multi-generational..., Personal Finance, Protection..., Wealth Transfer..., Wealth Preservation..., Supplements to Employee..., Problem Solving, Charitable Giving, Leadership

Education
University of Mary   2003 — 2005
Master of Business Administration (M.B.A.)

Minot State University   1997 — 1998
Bachelor's degree, Business Management

Jamestown College   1994 — 1996
Undergraduate, Business Administration and Management, General

Experience
NYLIFE Securities LLC   August 2012 - Present
New York Life Insurance Company  January 2011 - Present
SunTrust Bank  November 2003 - December 2010

Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Insurance..., Business Networking, Business Succession..., Communication, Creative Problem Solving, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, Investments, IRA Rollover, Key Person Insurance, Leadership, Legacies, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer...

Education
Marymount University   2005 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management

Virginia Commonwealth University   1999 — 2002
Bachelor's Degree, Criminal Justice / Minors in Psychology and Religious Studies

Bishop Dennis J O'Connell   1995 — 1999
High School

Experience
NYLIFE Securities LLC   December 2014 - Present
New York Life Insurance Company  July 2014 - Present
Lycoming College  August 2012 - May 2014
LYCOMING COUNTY DISTRICT ATTORNEY’S OFFICE   August 2013 - December 2013
Lycoming College  August 2012 - April 2013
THE SERENE LAW FIRM   May 2012 - August 2012

Skills
Microsoft Office, Time Management, PowerPoint, Research, Teamwork, Economics, Public Speaking, Facebook, Microsoft Word, Social Media, Customer Service, English, Microsoft Excel, Communication, Insurance, Leadership, Sales, Windows, Annuity Sales, Relationship Building, Business Insurance..., Business Networking, Creative Problem Solving, Customer Insight, Customer Relations, Customer Satisfaction, Education Funding..., Estate Planning, Key Person Insurance, Legacy Planning, Licensed Life Insurance..., Life Insurance, Permanent Life Insurance, Life Insurance..., Personal Finance, Protection Planning, Retirement Planning, Retirement, Risk Management, Term Life Insurance

Education
Lycoming College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Lycoming College   2010 — 2014
B.A, Economics, General Track

Experience
NYLIFE Securities LLC   July 2015 - Present
New York Life Insurance Company  November 2014 - Present
United States Army Reserve  February 2010 - Present
Aflac  April 2014 - January 2015
OfficeTeam  April 2013 - February 2014

Skills
Training, Leadership, Management, Finance, Human Resources, Insurance, 401k Rollovers, Business Planning, Legacy Giving, Personal Finance, Wealth Preservation..., Annuity Sales, Gifting Strategies, Income Protection, Life Insurance, Wealth Transfer

Education
Kaplan University   2013 — 2015
Master of Science (M.S.), Financial Analysis, 3.85

Western Michigan University - Haworth College of Business   2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Experience
May Financial Solutions   March 1987 - Present
Eagle Strategies, LLC  January 2000 - Present
NYLIFE Securities, LLC  March 1987 - Present

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

Education
The American College   2003 — 2005
Master's Degree, Financial Planning and Services

Kansas State University   1978 — 1982
Bachelor's Degree, Grain Science

Experience
New York Life Insurance Company  July 2011 - Present
NYLife Securities LLC   July 2011 - Present
Giving Sum   January 2011 - December 2012
Bob Block Fitness Equipment   February 2002 - July 2011
Indiana Firebirds  January 2002 - April 2003

Skills
401k Rollovers, Retirement Planning, Fixed Annuities, Life Insurance, IRAs, Long Term Care Insurance, Employee Benefits, Small Business, Leadership, Long-term Care, Estate Planning, Insurance, Sales, Roth IRA, Retirement, Strategic Financial..., 401k, Wealth Management, Disability Insurance, Investment Strategies, Investments, Mutual Funds, Financial Services, Whole Life, Health Insurance, Term Life Insurance, Series 6, Relationship Management, Risk Management

Education
Indiana University-Purdue University at Indianapolis   2003 — 2006
M.S., Physical Education

Indiana University-Purdue University at Indianapolis   1997 — 2001
B.S., Exercise Science

Experience
NYLIFE Securities LLC   November 2007 - Present
New York Life Insurance Company  November 2007 - Present
Tire Centers, LLC  1997 - 2007
Community Diagnostics   1996 - 1997

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

Education
Mississippi College   1993 — 1995
Bachelor of Science (BS), Business Administration and Management, General

Holmes Community College   1991 — 1993

Experience
NYLIFE Securities LLC   February 2013 - Present
New York Life Insurance Company  November 2012 - Present

Skills
Strategic Planning, Thought Leadership, Insurance, Key Person Protection, Estate Planning, Multi-generational..., 401(k) Rollovers, Licensed in Long-Term..., Wealth Preservation..., Protection..., Annuity Sales, Licensed Life Insurance..., Legacies, Multi-generational..., Retirement Planning, Securities, Financial Services, Public Speaking, Life Insurance, Protection..., Retirement, Budgets

Education
Gordon College   2002 — 2006
B.A, Philosophy

Experience
GoHealth  September 2015 - Present
NYLIFE Securities, LLC  May 2012 - September 2015
New York Life Insurance Company  June 2011 - September 2015
The Law Office of Kevin M. O'Brien   May 2008 - June 2011
Cross Cultural Solutions, Tanzania   June 2009 - August 2009

Skills
Insurance, Leadership, Accounting, Customer Service, Management, Finance, Program Management, Analysis, Marketing, Sales, Budgets, Public Speaking, Advertising, Team Building, Strategic Planning, Account Management, Employee Benefits, Retirement, Training, Recruiting

Education
Marquette University   2004 — 2008
BA, English Literature

St. Ignatius College Preparatory   2000 — 2004

Experience
New York Life Insurance Company  January 1993 - Present
NYLIFE Securities LLC   January 1993 - Present

Skills
Securities, Estate Planning, Accounting, Financial Services, Insurance, Public Speaking, Finance, IRAs, Investments, Tax, Fixed Annuities, Long Term Care Insurance, Retirement Planning, Retirement, FINRA, Mutual Funds, Disability Insurance, Life Insurance, Term Life Insurance

Education
Hampden-Sydney College   1984 — 1988

Experience
Stifel Nicolaus  April 2014 - Present
NYLIFE Securities LLC   January 2013 - January 2014
New York Life Insurance Company  June 2012 - January 2014
Summit Wealth Advisors, LLC  June 2011 - August 2011

Skills
Retirement Planning, Guaranteed Lifetime..., Insurance, Key Person Protection, College Savings Plans, IRAs, Permanent Life Insurance, Buy-sell Agreements, Wealth Accumulation, Estate Planning, 401k Rollovers, Key Person Insurance, Whole Life, 529 Plans, Long Term Care Insurance, Life & Health Insurance...

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Science in Public Affairs, Public Financial Management

Experience
Steven O. Roupe, Business & Personal Insurance Planning, Inc.   June 2014 - Present
Akvelon  March 2014 - June 2014
NYLIFE Securities LLC   October 2011 - January 2014
Bank and Office Interiors  November 2007 - October 2011
Bank & Office Interiors  2007 - 2008

Skills
Insurance, Finance, Retirement, Financial Services, Securities, Analysis, Space planning, Customer Service, Sales, Account Management, Interior Design

Education
University of Louisiana at Lafayette   2002 — 2006
Bachelor of Interior Design, Interior Design

Louisiana State University   2000 — 2002
General Studies

Notre Dame High School   1997 — 2000

Experience
NYLIFE Securities LLC   July 2013 - Present
New York Life Insurance Company  December 2012 - Present
Pursued Entrepreneurial and Employment Opportunities   January 2012 - December 2012
PA Department of Community & Economic Development  2009 - 2011
Pennsylvania Department of Community & Economic Development  2007 - 2009
Governor's Office of Housing and Community Revitalization   2003 - 2007
Pennsylvania Department of Community & Economic Development  1993 - 2003
County of Los Angeles Chief Administration Office   1988 - 1991

Skills
Policy, Program Management, Community Development, Strategy, Economic Development, Training, Leadership, Program Development, Government, Marketing, Small Business, Business Development, Organizational..., Insurance, Budgets, Event Planning, Retirement Planning, Grant Writing, Grants, Management, Leadership Development, Analysis, Public Relations, Social Media, Succession Planning, Public Policy, Sales, Access, Social Networking, Entrepreneurship, Event Management, Annuity Sales, 401k Rollovers, Multi-generational..., Protection..., Asset Protection, Key Person Protection, Licensed Life Insurance..., Gifting Strategies, Investments, Policy Analysis, Strategic Communications, Media Relations, Business Process..., Data Analysis, Fixed Annuities, Proposal Writing, Licensed in Long Term..., Communication, Public Speaking

Education
University of Southern California - Sol Price School of Public Policy   1988 — 1989
Master of Business Ad

Kennedy School of Government, Harvard University
Executive Education, Senior Executives State & Local Government

University of Southern California
Master of Public Administration (M.P.A.), Public Finance

Pennsylvania State University, University Park
Bachelor of Arts (B.A.), Speech Communication and Rhetoric

West Philadelphia High School

Experience
Eagle Strategies, LLC (New York Life Company)   May 2013 - Present
NYLIFE Securities LLC   November 2009 - Present
New York Life Insurance Company  May 2009 - Present
Self Employed & Freelancers  September 2002 - April 2009
OJP   December 1989 - August 2002

Skills
Fixed Annuities, IRAs, Retirement Planning, Estate Planning, Investments, Long Term Care Insurance, Licensed Life Insurance..., 401(k) Rollovers

Education
Hope College   1975 — 1979
BA, Business, Chemistry

Experience
Merrill Lynch  June 2013 - Present
NYLIFE Securities LLC   March 2011 - April 2013
UBS Wealth Management  September 2010 - February 2011
Baseline Tennis  June 2004 - August 2008

Skills
Long Term Care, Mutual Funds, Annuities, Retirement Planning, Insurance, Financial Planning, Investments, Disability Insurance, 401k, 529 Plans, Retirement, Wealth Management, Financial Analysis, Strategic Financial..., Fixed Annuities, Long-term Care

Education
Grand Valley State University   2007 — 2011
BA, Finance

Birmingham, Seaholm High School   2003 — 2007

Experience
NYLIFE Securities LLC   April 2008 - Present
New York Life Insurance Company  April 2007 - Present

Skills
401(k) Rollovers, Annuity Sales, Life Insurance, Retirement Planning, Estate Planning, Asset Protection, Business Exit Strategies, Business Succession..., Buy-Sell Agreements, Charitable Giving, Team Building, Business Strategy, Mergers & Acquisitions, Executive Management, Management, Analysis, Process Improvement, Fixed Annuities

Education
Hartwick College   1966 — 1970
Batchlor of Arts (BA)., Policital Science

Experience
New York Life Insurance Company  September 2015 - Present
New York Life Insurance Company  August 2014 - September 2015
New York Life Insurance Company  September 2011 - August 2014
NYLIFE Securities LLC   April 2009 - September 2011

Skills
Leadership, Financial Recruiting, Financial Planning, Investments, Term Life Insurance, Disability Insurance, Finance, Employee Benefits, Estate Planning, Wealth Management, Analysis, Small Business, 401k, Business Planning, Whole Life

Education
Manhattan College   2003 — 2006
BS

Experience
NYLIFE Securities LLC   October 2010 - Present
New York Life Insurance Company  October 2010 - Present
Bank of America  March 2009 - July 2010
Squires, Sanders and Dempsey L.L.C.   February 2008 - February 2009

Skills
Insurance, Estate Planning, Time Management, Protection..., Wealth Preservation..., Licensed Life Insurance..., 401(k) Rollovers, Annuity Sales, Key Person Protection, Multi-tasking Skills, Thought Leadership, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Permanent Life Insurance, Succession Planning, Investments, Charitable Giving, Personal Finance

Education
John Carroll University   2003 — 2007
Bachelors of the Arts, English

St. Ignatius High School   1999 — 2003

Experience
NYLIFE Securities LLC   May 2015 - Present
New York Life Insurance Company  September 2014 - Present

Education
Liberty University
Bachelor's degree, Accounting and Finance

Experience
NYLIFE Securities LLC   October 2011 - Present
Citrano Insurance Agency   February 2006 - October 2011
Circuit City  October 2002 - February 2006

Skills
Insurance, Estate Planning, Retirement Planning, Life Insurance, Financial Services, Wealth Management, Investments, Small Business, Annuity Sales, Fixed Annuities, Employee Benefits, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Time Management, Protection..., Wealth Preservation..., Term Life Insurance, 401(k) Rollovers, Multi-tasking Skills, Asset Protection, Business exit strategy, Business succession..., Buy-sell Agreements, IRA Rollovers, Life income strategies, Personal Finance, Wealth Transfer...

Education
Lamar University

West Brook High School

Experience
NYLIFE Securities LLC   October 2012 - Present
New York Life Insurance Company  April 2012 - Present
NYLIFE Securities LLC   April 2012 - Present
Consumer Credit Counseling Service  October 2008 - July 2011

Skills
Asset Protection, 401..., Retirement Planning,..., Public Speaking, Retirement, Finance, Insurance, Leadership, Customer Service, Investments, Financial Services, Retirement Planning, Team Building

Education
La Salle University   2000 — 2002
MBA, Finance

Experience
NYLIFE Securities LLC   May 2012 - Present
New York Life Insurance Company  May 2012 - Present
Pelion Financial Group   September 2010 - May 2012
Self - Employed Private Equity   July 2009 - August 2010
Verizon Business  July 2008 - July 2009
Verizon Business  June 2006 - July 2008
Verizon Business  September 2005 - June 2006
Verizon Business  September 2004 - September 2005
PureEdge   November 2002 - December 2003
Self Employed  July 2002 - October 2002

Skills
Risk Management, Small Business, Retirement Planning, Program Management, Start-ups, Management, Mergers, Insurance, Telecommunications, Analysis, Financial Analysis, Investments, Strategic Financial..., Leadership, Due Diligence, Strategic Planning, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Enterprise Software, Mergers & Acquisitions, Finance, Business Planning, Cross-functional Team..., Team Building, Security, Sales, Business Development, Information Security, Strategy, Business Strategy, Contract Negotiation, Process Improvement, Cloud Computing, Financial Services, Integration, Product Management, Executive Management, Business Process

Education
Harvard Business School   2009 — 2009
Turn Around Management Strategies

Virginia Polytechnic Institute and State University - Pamplin College of Business   2006 — 2008
MBA, Management

Virginia Military Institute   1990 — 1994
BA, International Studies, Minor in History

Homer L. Ferguson   1988 — 1990

Peninsula Catholic   1985 — 1988

Experience
NYLIFE Securities LLC   November 2012 - Present
New York Life Insurance Company  March 2012 - Present

Skills
401k Rollovers, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, CRM, Financial Services, Multi-generational..., Annuity Sales, Business, Customer Service, Fixed Annuities, Life Insurance, Marketing Strategy, Microsoft Office, Public Speaking, Sales Management, Securities, Social Media, Sales, Leadership, Team Building, Marketing, Finance, Estate Planning

Education
Hardin-Simmons University   2008 — 2010
MBA, General Business

Tarleton State University   2005 — 2007
BBA, Marketing & Management

Experience
NYLIFE Securities LLC   November 2013 - December 2014
New York Life Insurance Company  September 2013 - December 2014
Bullseye Research Services   May 2011 - April 2013
M2 Investments   October 2009 - March 2011
GMI  October 2006 - November 2009
IPSOS-ASI  August 2004 - October 2006
Hobsons (2003)   2003 - 2003
Enable Medical Corporation   2002 - 2003
Harris Corporation  May 2000 - June 2002
WUTK-FM   November 1998 - September 1999

Skills
Market Research, Insurance, Management, Leadership, Marketing Strategy, Time Management, CRM, Finance, Small Business, Strategic Planning, Financial Services, Retirement Planning, Thought Leadership, Public Relations, Investments, Life Insurance, 401k Rollovers, Annuity Sales, Business Strategy, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Succession Planning, Wealth Preservation..., Licensed in Long-Term...

Education
University of Cincinnati   2002 — 2003
MBA

University of Tennessee-Knoxville   1997 — 1999
MS

Lenoir-Rhyne University   1991 — 1995
BA

Spanish River High School   1987 — 1991
High School Diploma

Experience
NYLIFE Securities LLC   August 1996 - Present
New York Life Insurance Company  August 1996 - Present

Skills
Insurance, Retirement, IRAs, 401k Rollovers, Estate Planning, Investments, 529 Plans, Retirement Planning, Series 6, 401k, Licensed Life Insurance..., Annuity Sales, Life, Series 63, Asset Protection, Gift Strategies, Wealth Preservation..., Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Multitasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Guaranteed Lifetime..., Long Term Care Insurance, College Savings Plans, Wealth Accumulation, Roth IRA, Fixed Annuities, College Funding..., Variable Life, Life Insurance, Term Life Insurance, Finance, Financial Services, Microsoft Office, Customer Service, Securities, Analysis, Leadership

Education
Harper College   1989 — 1990

Elk Grove High School   1986 — 1988

Experience
Bisco Industries  June 2013 - December 2013
NYLIFE Securities LLC   August 2011 - July 2013

Skills
Retirement Planning, Business Planning, Employee Benefits, Voluntary Employee..., Financial Services

Education
Grand Valley State University   2007 — 2011
BBA, Finance

Kenowa Hills High School   2003 — 2007

Experience
NYLIFE Securities LLC   January 2010 - Present
Safeway  July 1996 - June 2009

Skills
Education Funding..., 401k Rollovers, Strategic Planning, Life Insurance..., Retirement Planning, Customer Service, Annuity Sales, Risk Management, IRA Rollovers, Financial Services, Life Insurance, Investments, Personal Finance, Wealth Preservation...

Education
Hawaii Pacific University   1996 — 2001
BSBA, Management

Iolani School   1984 — 1996
High School Diploma

Experience
Chrysler, Dodge, Jeep, Ram!   February 2015 - Present
TMX Finance  January 2014 - February 2015
Georgia Tech Council, L.I.S.T.A.   January 2012 - February 2015
NYLIFE Securities LLC.  April 2013 - October 2013
New York Life Insurance Company  December 2011 - April 2013
NYLIFE Securities LLC   June 2011 - December 2011
LiquidLife Insurance Group   August 2009 - June 2011
Delta Air Lines  May 1990 - October 2006

Skills
Macro Assets..., Team Leadership, Time Management, Team Building, Variable Annuities, Cash Value Life..., Vertical Risk Management, Tax Diversification..., Risk Management, Analysis, Training, Recruiting, Coaching, Management, Tax, Life Insurance, Building Relationships, Overcoming Objectives, Transportation..., Benefits Negotiation, Team Management, Business Development, Budgets, Business Planning, Community Outreach, Contract Management, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Services, Fixed Annuities, Human Resources, Insurance, Interviews, Leadership, Investments, Leadership Development, Marketing, Negotiation, Networking, Organizational..., PowerPoint, Process Improvement, Retirement, Retirement Planning, Sales, Small Business

Education
Inter-American University of Puerto Rico-Metropolitan Campus   1988 — 1991
Business Administration

Experience
medi USA  February 2014 - Present
NYLIFE Securities LLC   September 2012 - February 2014
MXI Corporation, Xocai Healthy Chocolate  March 2008 - September 2012
The Britt Hunt Company LLC  May 2006 - May 2010
J & J Ventures   March 2001 - May 2006

Skills
Public Speaking, Team Building, Sales Management, Strategic Planning, Marketing, New Business Development, Account Management, Customer Service, Sales, Marketing Strategy, Negotiation, Budget, Business Development, Project Management, Leadership Development, Life Insurance, Financial Planners, Sales Operations, Outlook, Entrepreneurship, Coaching, Small Business, Leadership, Training, Direct Sales, Team Leadership, Social Networking, Selling, Recruiting, Management, Insurance, Business Planning, Social Media Marketing, Sales Process, Retail, Social Media, Budgets, Cold Calling, Time Management, Inventory Management, B2B, Customer Retention, Customer Satisfaction, Advertising, Sales Presentations, Strategy, Business Strategy

Education
LaGrange College   2001 — 2003
BA, Organizational Leadership

Smyrna High School   1991 — 1994

Experience
NYLIFE Securities LLC   October 2014 - Present
New York Life Insurance Company  March 2014 - Present
DLB   March 2013 - March 2013
United Water  October 2002 - February 2013
United Water  September 2002 - March 2008
City of Dallas  July 1999 - October 2002

Skills
Leadership, Public Speaking, 401k Rollovers, Account Management, Annuity Sales, Building Relationships, Business Insurance..., Communication, Creative Problem Solving, Customer Relations, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Financial Services, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Retirement Planning, Seminar Marketing, Service Delivery, Term Life Insurance, Small Business, Wealth Preservation..., Workshop Facilitation, Writing, Planning, Customer Service, Operations Management, Sales, Microsoft Office, Social Media, Marketing, Finance

Education
Jackson State University   1980 — 1982
MS, BIOLOGY/TOXICOLGY

Jackson State University   1974 — 1982
BS & MS, CHEMISTRY/BIOLOGY

Iowa State University   1978 — 1980
BIOCHEMISTRY

Experience
NYLIFE Securities LLC   December 2014 - Present
New York Life Insurance Company  November 2014 - Present
CUNA Mutual Group  June 2014 - November 2014
AXA Advisors, LLC  March 2014 - May 2014
NEFCU  July 2008 - November 2013

Skills
Retirement Planning, Life Insurance, Estate Planning, Key Person Insurance, 401(k) Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Legacies, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Relationship Management, Retirement, Risk Management, Seminar Marketing, Small Business, Succession Planning, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...

Education
Hofstra University   2009 — 2015
Master of Business Administration (M.B.A.), Business Administration and Finance

St. John's University   2004 — 2008
Bachelor's Degree, Finance with a marketing concentration

Experience
NYLIFE Securities LLC   June 2012 - Present
PaineWebber Services, Inc., New York, NY   January 1998 - March 1999

Skills
Retirement Planning, Business Planning, Estate Planning, Financial Services

Education
Hofstra University
MBA with Distinction, Finance, G.P.A.: 3.85.

Moscow Aviation Institute (State Technical University) (MAI)   1985 — 1992
Master's degree, Economics and Management of R&D

Experience
NYLIFE Securities LLC   June 2014 - Present
BBVA Compass  October 2013 - May 2014
MetLife Financial Planning   January 2013 - September 2013
Conservation Services Group  June 2012 - December 2012
MT. HOOD SOLUTIONS   June 2010 - December 2011
APPLIED PROACTIVE TECHNOLOGIES  May 2008 - June 2010
Winnetka Park District  October 2002 - May 2008
SHABICA & ASSOCIATES, INC. SUSTAINABLE COASTAL SOLUTIONS   August 2007 - December 2007

Skills
Customer Service, Public Speaking, Risk Management, Sales Management, Team Leadership, Analysis, New Business Development, Multi-generational..., Retirement Planning, Licensed Life Agent

Education
Lake Forest College   2004 — 2008
Bachelor of Arts, Environmental Studies

University of Newcastle   2006 — 2007
Geology/Earth Science

New Trier   2000 — 2004

Experience
NYLIFE Securities, LLC  2013 - Present
New York Life Insurance Company  2013 - Present
Gordon College  2004 - 2012
Covenant College  2002 - 2004

Skills
Investments, Financial Services, Investment Strategies, Securities, Mutual Funds, Risk Management, Business Planning, Research, Asset Protection, Higher Education, Student Affairs, Student Development, Teaching, Education Funding, Leadership Development, Long Term Care Insurance, Nonprofits, Program Development, Variable Annuities, fixed annuities, Community Outreach, Public Speaking, Event Planning

Education
Gordon Conwell Theological Seminary   1997 — 2007
Master of Arts (MA), Theology/Theological Studies

Wheaton College   1988 — 1992
Bachelor of Arts (BA)

Virginia Military Institute   1987 — 1988
Chemistry

Experience
New York Life Insurance Company  August 2015 - Present
NYLIFE Securities LLC   May 2013 - Present
New York Life Insurance Company  October 2012 - Present
Family Christian Stores  October 2005 - January 2013
Toys R Us  June 1993 - October 2005

Skills
Insurance, Sales, Sales Management, Life Insurance, Retirement Planning, 401(k) Rollovers, Estate Planning, Small Business, Succession Planning, Recruiting

Education
Indiana Institute of Technology   1995 — 1996

Kenowa Hills High School   1990 — 1995

Experience
Leidos  April 2015 - Present
NYLIFE Securities LLC   May 2014 - April 2015
New York Life Insurance Company  August 2013 - April 2015

Skills
Leadership, Risk Management, Communication, Life Insurance, Estate Planning, Investments, Annuity Sales, Retirement Planning, 401k Rollovers, Asset Protection, Business Insurance..., Buy-sell Agreements, Customer Satisfaction, IRA Rollovers, Lifetime Income..., Personal Finance, Wealth Preservation..., Salesforce.com, Energy Efficiency, Data Analysis

Education
Le Moyne College   2011 — 2013
Bachelor of Science (BS), Management Information Systems, General

Rochester Institute of Technology   2008 — 2011
Mechanical Engineering

Experience
NYLIFE Securities LLC   2013 - Present

Skills
401k Rollovers, Buy-sell Agreements, Life Insurance, Personal Finance, Asset Protection, IRAs, Retirement Planning, Guaranteed Lifetime...

Education
Keene State College   2004 — 2008
Bachelor's degree

Experience
NYLIFE Securities LLC   May 2015 - Present
New York Life Insurance Company  April 2015 - Present
Merrill Lynch  July 2014 - April 2015
Northwestern Mutual  October 2011 - July 2014
Palm Beach Atlantic University  May 2009 - October 2011

Skills
Entrepreneurship, Business Development, Team Leadership, Leadership, Marketing, Customer Service, Risk Management, Financial Services, Multi-generational..., Charitable Giving, Relationship Building, Insurance, Retirement Planning, Investments, Public Speaking, Social Networking, Strategic Planning

Education
Palm Beach Atlantic University   2008 — 2011
Master of Business Administration (M.B.A.)

Johnson University   2003 — 2007
B.A.

Experience
New York Life Insurance Company  September 2011 - Present
NYLIFE Securities LLC   January 2009 - September 2011
Merrill Lynch  January 2007 - June 2007

Skills
interviewing, College Recruiting, Financial Recruiting, Training, Communication

Education
慶応義塾大学   2008 — 2008
Business Management, 4.0

University of Hawaii - College of Business Administration   2004 — 2007
Finance, Human Resource Management, Business Management, BBA, 3.9

Kalani High

Experience
NYLIFE Securities LLC   May 2015 - Present
SMC Projects   September 2013 - May 2015
National Planning Corporation (Dexter Thomas Financial Services)   August 2013 - October 2013
Deutsche Bank  September 2008 - February 2013
First Southwest Company  March 2000 - September 2008
Duncan Williams, inc  December 1989 - March 2000

Skills
Risk Management, Banking/ Finance, Bank Reconciliation, Prime Brokerage, Business Intelligence, Leadership, Finra Series 7 & 24, Municipal Bonds, Equity Trading, Commercial Paper, Customer Service, Microsoft Excel, Securities, Financial Services, Credit, Portfolio Management, Equities

Education
Herzing University-Birmingham
Business Systems/Programming

University of Alabama at Birmingham
Concentration in Business

University of Alabama at Birmingham
Concentration in Business

Experience
Brokerage Business   December 2008 - Present
New York Life Insurance Company  February 2009 - Present
Nylife Securities LLC   February 2009 - Present
Storebrand  2010 - 2013
Modern Woodmen of America  March 2008 - January 2009
MetLife  December 2007 - April 2008
Thrivent Financial for Lutherans  January 2002 - December 2007
Rahmqvist Serama   January 1995 - September 2001
AAL (Later merged to become Thrivent Financial)   February 1992 - April 1994
Atelier Hallmark Professional Photography Studio   June 1985 - February 1992

Skills
Insurance, Life Insurance, IRAs, Securities, Financial Services, Fixed Annuities, Retirement, Investments, Disability Insurance, Retirement Planning, Long Term Care Insurance, Term Life Insurance, Mutual Funds, Health Insurance, 401k Rollovers

Education
Hallmark Institute of Photography   1984 — 1985
Most professional Portfolio Award 1985, Photography and Business

Fagerlia Gymnas

Experience
NYLIFE Securities LLC   September 2010 - Present
IKON Office Solutions  October 1999 - July 2011

Skills
401k Rollovers, Strategic Financial..., Annuity Sales, Estate Planning, Protection..., Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Wealth Preservation..., Finance, Fixed Annuities, Retirement, Life Insurance, Disability Insurance, Insurance, Long Term Care Insurance, Term Life Insurance, Retirement Planning, Whole Life, Long-term Care, Health Insurance, Financial Services, Strategic Planning, Customer Service, Sales, Financial Planning, Small Business, Account Management

Education
High Point University   1987 — 1990
Business Administration and Management, General

Experience
NYLIFE Securities LLC   January 2015 - Present
LipoScience  May 2014 - January 2015
Rotech Healthcare  June 2012 - May 2014
Fabick Caterpillar  January 2010 - March 2012
Fabick Caterpillar  June 2006 - December 2010
Fabick Caterpillar  August 2005 - May 2006
United States Marine Corps  September 2001 - August 2005

Skills
Life Insurance, Estate Planning, Building Relationships, Sales Operations, Sales, Negotiation, Sales Management, Account Management, Strategic Planning, Customer Service, Strategy, Teamwork, Relationship Management, Relationship Building, Leadership, Protection..., Wealth Transfer..., Annuity Sales, Gifting Strategy, Small Business, Long-Term Care Insurance, Legacy Planning, Financial Services, Personal Finance, Succession Planning, Business Strategy, Problem Solving, 401k Rollovers, Team Building, Marketing Strategy, Contract Negotiation, Management, Marketing

Education
Lindenwood University   2011 — 2013
Master of Business Administration (MBA), Business

Maryville University of Saint Louis   2005 — 2009
Bachelor of Science (B.Sc.), Business Administration and Management, General

Parkway South   1998 — 2001
High School Diploma

Experience
The Morris Group -- Insurance & Financial Services   1985 - Present
New York Life Insurance Company  1985 - Present
NYLIFE Securities LLC   1985 - Present

Skills
Retirement Planning, Estate Planning, Insurance, Protection Planning /..., Investments, Asset Protection, Annuities, 401(k) Rollovers, Wealth Preservation..., Gifting Strategies, Multi-Generational..., Legacies, Small Business, Key Person Protection, Fixed Annuities, Long-term Care, Life Insurance, Finance, Financial Services, Securities, Multi-generational..., Long Term Care Insurance, Retirement, Strategic Financial..., 401k, IRAs, Term Life Insurance, Financial Planners, Whole Life, Universal Life, Series 63, Series 6, Health Insurance, Mutual Funds, Series 7, Employee Benefits, Disability Insurance

Education
Iona College   1968 — 1973
Bachelor of Arts (BA), History

IONA Prep   1965 — 1968

Experience
Eagle Strategies, LLC  June 2014 - Present
NYLife Securities LLC   June 2014 - Present
New York Life Insurance Company  June 2014 - Present
Ameriprise Financial Services, Inc.   February 2011 - May 2014
Mintahoe Catering & Events  December 2009 - December 2010

Skills
Investments, Finance, Accounting, Retirement Planning, Insurance, Microsoft Office, Financial Planners, Strategic Financial..., Retirement, Customer Service, Cash Flow, CRM, Spanish, Series 7, Microsoft Excel, Personal Finance, Strategic Planning, Business Succession..., Customer Satisfaction

Education
University of Minnesota-Twin Cities   2009 — 2011
Bachelors of Arts, Linguistics, Economics, Spanish

Hillsdale College   2006 — 2007

Southwest Mpls   2002 — 2006

Roosevelt Grad Coach Program

Roosevelt Grad Coach Program

Experience
NYLIFE Securities LLC   March 2015 - Present
New York Life Insurance Company  October 2014 - Present
United Heritage  August 2014 - October 2014
Precision Design and Trim   June 2013 - August 2013
Gold's Gym  September 2012 - December 2012

Skills
Customer Service, Public Speaking, Communication, Insurance, Management, Finance, 401k Rollovers, Marketing, Retirement Planning, Financial Services, Employee Benefits, Passion for Success, IRAs, 401k, Work Ethic, Estate Planning, Roth IRA, Mutual Funds, Wealth Accumulation, Wealth Preservation..., Teamwork, Financial Planning, Long-term Care

Education
Lewis-Clark State College   2010 — 2014
Bachelor of Science (BS), Kinesiology and Exercise Science

Gonzaga University   2009 — 2010

Experience
NYLIFE Securities LLC   July 1987 - Present
New York Life  July 1987 - Present
New York Life Insurance Company  July 1987 - Present
health insurance  1995 - 2000

Skills
Retirement Planning, 401k Rollovers, Grandchild Gifting, Life Insurance, Lifetime Income..., Health Insurance

Education
Indiana University Bloomington   1963 — 1967
Bachelor's degree, Political Science and Government

Indiana University Bloomington
AB, Political Science and Government

Experience
NYLIFE Securities LLC   January 2014 - Present
New York Life Insurance Company  January 2014 - Present

Skills
Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., 401k Rollovers, Buy-sell Agreements, Estate Planning, IRA Rollovers, Key Person Insurance, Permanent Life Insurance, Retirement Planning, Risk Management, Legacy Planning, Lifetime Income..., Wealth Preservation..., Wealth Transfer..., Retirement, Insurance, Investments, Finance, Fixed Annuities, Term Life Insurance

Education
Howard University
Computer-Based Information Systems

Experience
NYLIFE Securities LLC   January 2013 - Present
New York Life Insurance Company  January 2013 - Present
Thrivent Financial  December 2011 - January 2013

Skills
Life Insurance, Investment Strategies, Retirement Planning, Series 63, Series 6, Strategic Financial..., Life & Health Insurance..., Mutual Funds, Long-term Care, Tax-efficient Investing, Income Protection, Growth Investing, Wealth Management, Finance, Fixed Annuities, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...

Education
Joliet Junior College   2008 — 2011
Associate of Science (A.S.), Business Administration and Management, General

Minooka Community High School   2006 — 2007
High School Diploma, Honors

Lockport Township High School   2003 — 2006
Honors

Experience
NYLIFE Securities LLC   April 2004 - Present

Skills
401k Rollovers, Annuity Sales, Insurance, Investments, Key Person Insurance, Retirement Planning, Estate Planning, Wealth Preservation..., Licensed in Long Term..., Retirement, Finance, Financial Services, Securities, Fixed Annuities, Life Insurance

Education
Mercy College   1998 — 2002
Bachelor's degree, Business Administration and Management, General, 3.667

American Institute of Banking (AIB)   1996 — 1998
Associate's degree, Banking and Financial Support Services, 3.50

Experience
NYLIFE Securities LLC   May 2013 - Present
New York Life Insurance Company  March 2012 - Present
Print Marketing Concepts  February 1997 - October 2012
Mid Atlantic N.A.M.E.   2007 - 2010
Lake Charles American Press  February 1989 - July 1997
Daily Advertiser   1996 - 1997
The Houston Post  1985 - 1989
Palladium Item  1983 - 1985

Skills
Financial Services, Estate Planning, Wealth Preservation..., Licensed in Long Term..., IRA Rollovers, Gifting Strategies, Annuity Sales, Retirement Planning, Key Person Protection, Legacies, 401(k) Rollovers, Multi Generational..., Protection..., Business Succession..., Education Funding..., Risk Management, Seminar Marketing, Key Person Insurance, Creative Problem Solving, Financial Planning, Management, Strategic Planning, IRAs, Social Media, Social Networking

Education
Indiana University-Purdue University at Indianapolis   1974 — 1978
Business, Economics

Kalamazoo College   1971 — 1973
Art, Education

Westlake School for Girls   1961 — 1971

Experience
NYLIFE Securities LLC   March 2014 - Present
New York Life Insurance Company  January 2014 - Present
Rodale  May 1986 - Present
Fairchild Republic Co.  April 1982 - May 1986
KSB, Inc.   June 1976 - March 1982
Price Waterhouse Coopers  September 1973 - May 1976

Skills
401k Rollovers, Retirement, Investments, Protection Planning, Estate Planning, Variable Annuities, Employee Benefits, Buy-sell Agreements

Education
Long Island University, C.W. Post Campus   1981 — 1984
ms, Taxation

St. John's University   1969 — 1973
bs, accounting

Experience
Eagle Strategies LLC  April 2014 - Present
NYLIFE Securities LLC   December 1995 - Present
New York Life Insurance Company  October 1995 - Present

Skills
Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Financial Advisory, Life Insurance, Team Building, Financial Services, Wealth Management, Finance, Employee Benefits

Education
McNeese State University   1978 — 1983
BS, Business Administration

Experience
Farmers Insurance  November 2014 - Present
NYLIFE Securities LLC   January 2012 - November 2014
Prudential Financial  April 2010 - January 2012
Liberty Mutual Insurance  June 2004 - December 2009
Liberty Mutual Insurance  February 1999 - June 2004
Liberty Mutual Insurance  July 1997 - February 1999

Skills
Life Insurance, Financial Services, Retirement Planning, Long Term Care Insurance, Sales, Estate Planning, Training, Leadership, 401k Rollovers

Education
Indiana State University   1979 — 1983
Bachelor of Science, Graphic Arts Management

The American College

Experience
OneAmerica Securities  February 2015 - Present
NYLIFE Securities LLC   August 2012 - December 2014
New York Life Insurance Company  May 2012 - December 2014
Stars Edge International  2004 - 2013
Active Endpoints  2008 - 2010
Real Solutions  2003 - 2008
Coldwell Banker and William Raveis   2002 - 2006
Several start-up software companies   1980 - 2001

Skills
Small Business, 401(k) Rollovers, Retirement Planning, Estate Planning, Asset Protection, Annuity Sales, Insurance, Investments, Gifting Strategies, Legacies, Key Person Protection, Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Succession Planning, Thought Leadership, Wealth Preservation..., Retirement

Education
Massachusetts Institute of Technology
Bachelor of Science (SB), Molecular Biology and Russian

Punahou School

Simmons Graduate School of Management
MBA program

Experience
New York Life Insurance Company  July 1998 - Present
NYLIFE Securities LLC   July 1998 - Present

Skills
Fixed Annuities, Retirement Planning, Life Insurance, Key Person Protection, Guaranteed Lifetime..., Financial Services, Insurance, Wealth, Tax, Disability Insurance, Long-term Care, Key Person Insurance, Term Life Insurance, Retirement, Universal Life, Estate Planning, Securities

Education
Institute Of Technology And Management   1973 — 1980
D.T.M., D.B.M, Textile Engineering, Business Management

Experience
NYLIFE Securities LLC   February 2015 - Present
New York Life Insurance Company  February 2014 - Present
Romance Novels   October 2012 - February 2014
Fox Television  April 2009 - February 2013

Skills
Customer Service, Social Media, Social Networking, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Education Funding..., Employee Benefits, Estate Planning, Financial Services, Legacy Planning, Licensed in Long-Term..., Licensed Life Insurance..., Retirement Planning, Building Relationships, Communication, Leadership, Public Speaking

Education
Loyola Marymount University   2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business

Experience
NYLIFE Securities LLC   February 1991 - Present
New York Life Insurance Company  February 1991 - Present
Chicago Board of Trade  January 1981 - January 1991

Skills
Options, Insurance, Finance, Retirement, Strategic Planning, Microsoft Office, Analysis, Accounting, Financial Analysis, Financial Services, Securities, Employee Benefits

Education
Indiana University Bloomington   1978 — 1980
Masters of Science, Alternative Education

University of Illinois at Urbana-Champaign   1974 — 1976
Masters of Education, Counseling

University of Illinois at Urbana-Champaign   1970 — 1974
Bachelor of Science (B.S.), Biology, General

Experience
NYLIFE Securities LLC   2008 - Present
Pickwick and Frolic Restaurant and Bar   2007 - 2009
Delaware North Companies  2006 - 2007

Skills
Retirement, Insurance, Life Insurance, Long-term Care, Small Business, Estate Planning, 401k Rollovers, Financial Services, Key Person Protection, Protection..., Wealth Preservation..., Annuity Sales, LUTCF, Legacies

Education
Kent State University   1988 — 1992
Graphic Design

Experience
NYLIFE Securities LLC   May 2013 - Present
Modern Woodmen of America  October 2010 - May 2013
Merck  March 2001 - January 2009

Skills
401k Rollovers, Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities

Education
Lincoln University (MO)   1976 — 1980
BS, Business Administration

Experience
NYLIFE Securities LLC   May 2014 - Present
New York Life Insurance Company  October 2013 - Present
Energy  January 2004 - January 2012

Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Financial Services, Gifting Strategies, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Supplements to Employee..., Protection..., Retirement, Retirement Planning, Risk Management, Seminar Marketing, Succession Planning, Small Business, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Customer Service, English, IRAs, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Research, Team Building

Education
LIU Post   1986 — 1990
Bachelor's Degree, Finance

Experience
NYLIFE Securities LLC   April 2009 - Present
New York Life Insurance Company  April 2009 - Present

Skills
Passion for Helping..., Financial Goals, Business Planning, Business Continuity..., Insurance, Estate Planning, Public Speaking, Life Insurance, Customer Service, Retirement Planning, Employee Benefits, Fixed Annuities, Finance, Retirement

Education
Johnson and Wales University   1977 — 1981
Bachelor's degree, Food Service Management

Andrew Warde High School   1973 — 1977
High School Diploma, General Studies

Experience
NYLIFE Securities, LLC  June 2004 - Present

Skills
401k Rollovers, Retirement Planning, Investments, IRAs, Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., FINRA Series 6, FINRA Series 63, Customer Service, Fixed Annuities, Insurance, Life Insurance, Series 63

Education
Kent State University   2000 — 2002
Bachelor's of Science, Computer Science

Lorain County Community College   1997 — 2000

Experience
Blue Ocean Wealth Solutions, an Office of MetLife, part of the MetLife Premier Client Group   September 2014 - Present
St. John's University   September 2011 - Present
DMF Sports, LLC   July 2008 - August 2014
NYLIFE Securities LLC   December 2012 - February 2014
Allstate Insurance Company  September 2011 - December 2012
Public Education- 26 Years   1984 - 2010
Public Accounting and Corporate Audit   January 1980 - August 1984

Skills
Leadership, Retirement Planning, Financial Analysis, Life Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Legacies, Succession Strategies, Investments, Mutual Funds, Income Tax, Pensions, Financial Reporting, Financial Planning, Health Insurance, Disability Insurance, Long Term Care Insurance, Internal Controls, Alternative Investments, Advanced Markets, Tax Sheltered Annuities, Finance, Management, Financial Services, Securities

Education
The American College of Finance
Chartered Financial Consultant (ChFC) Program

St. John's University, School of Education
Educational Management and Leadership, Post Graduate, ABD, Ed.D.

Columbia University, Teachers College
Ed.M., Educational Management and Leadership

City University of New York, City College
MS/PD, Educational Administration & Supervision

Long Island University, Brooklyn Campus
MBA, Accounting/Business Administration

State University of New York College at Oneonta
BA, Science Education

Experience
NYLIFE Securities LLC   May 1998 - Present
New York Life Insurance Company  April 1996 - Present

Skills
401 (k) Rollovers, Annuity Sales, Asset Protection, Charitable Giving, Estate Planning, Gifting Strategies, Life Insurance, Succession Planning, Retirement Planning, IRA Rollovers, Legacy Planning

Education
Lehigh University   1981 — 1982
MPA, Public Administration

Ohio Wesleyan University   1977 — 1980
BA, Political Science/Economics

Experience
New York Life Insurance Company  October 2012 - Present
NYLIFE Securities LLC   October 2012 - Present
Thrivent Financial for Lutherans  May 1997 - October 2012

Skills
401k Rollovers, Estate Planning, Gifting Strategies, Key Person Insurance, Licensed Life Insurance..., LUTCF, Annuity Sales, Insurance, Retirement Planning, Financial Services, Life Insurance

Education
Midland Lutheran College   1989 — 1993
marketing, management

Bancroft - Rosalie High School   1976 — 1989
College Prep

Experience
New York Life Insurance Company  March 2012 - Present
NYLIFE Securities LLC   March 2012 - Present
D. Spencer Inc.   November 1975 - December 2007
Devon Jewelers Inc.   October 1981 - December 1991

Skills
401k Rollovers, Annuity Sales, Asset Protection, Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed in Long Term..., Life Insurance, Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Retirement Planning, Term Life Insurance, Wealth Preservation...

Education
Babson College   1977 — 1979
Master of Business Administration (M.B.A.)

Hofstra University   1969 — 1973
B.S. Economics-Business, Economics