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
Peter Guth Peter Guth's NYLIFE Securities LLC Experience January 2015 - Present
Job Passionate Financial Services Professional helping to protect families
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
Wells Fargo October 2008 - January 2015
Wells Fargo July 2011 - May 2014
Wells Fargo Bank May 2010 - January 2011
GMR Marketing September 2007 - August 2009
Skills
Sales, Leadership, Customer Service, Cold Calling, Relationship Management, Marketing, Account Management, Financial Services, Public Speaking, Customer Retention, Retirement Planning, Networking, Building Relationships, Customer Experience, Business Networking, Time Management, 401k Rollovers, Asset Protection, Charitable Giving, Education Funding..., Whole Life Insurance
Education
Oregon State University 2005 — 2010
Bachelor of Science (BS), Communications
Hood River Valley High School 2001 — 2005
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
Wells Fargo October 2008 - January 2015
Wells Fargo July 2011 - May 2014
Wells Fargo Bank May 2010 - January 2011
GMR Marketing September 2007 - August 2009
Skills
Sales, Leadership, Customer Service, Cold Calling, Relationship Management, Marketing, Account Management, Financial Services, Public Speaking, Customer Retention, Retirement Planning, Networking, Building Relationships, Customer Experience, Business Networking, Time Management, 401k Rollovers, Asset Protection, Charitable Giving, Education Funding..., Whole Life Insurance
Education
Oregon State University 2005 — 2010
Bachelor of Science (BS), Communications
Hood River Valley High School 2001 — 2005
Jonathan Blair Jonathan Blair's NYLIFE Securities LLC Experience June 2013 - November 2014
Job Helping Individuals and Families Approach a Confident Retirement
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
NYLIFE Securities LLC June 2013 - November 2014
New York Life Insurance Company June 2012 - November 2014
Congressman Gregg Harper May 2011 - August 2011
State Bank & Trust Company May 2010 - August 2010
Skills
Life Insurance, Public Speaking, Wealth Preservation..., Estate Planning, Term Life Insurance, 401k Rollovers, Creative Problem Solving, Small Business, Succession Planning, Asset Protection, Buy- Sell Agreements, Charitable Giving, Education Funding..., Key Person Insurance, Licensed in Long Term..., Supplements to Employee..., Retirement Planning, Retirement, Employee Benefits, PowerPoint, IRAs
Education
Mississippi State University 2008 — 2012
Bachelor's Degree, Risk Management, Insurance, & Financial Planning
Brookhaven Academy 1995 — 2008
Ameriprise Financial Services, Inc. June 2015 - Present
NYLIFE Securities LLC June 2013 - November 2014
New York Life Insurance Company June 2012 - November 2014
Congressman Gregg Harper May 2011 - August 2011
State Bank & Trust Company May 2010 - August 2010
Skills
Life Insurance, Public Speaking, Wealth Preservation..., Estate Planning, Term Life Insurance, 401k Rollovers, Creative Problem Solving, Small Business, Succession Planning, Asset Protection, Buy- Sell Agreements, Charitable Giving, Education Funding..., Key Person Insurance, Licensed in Long Term..., Supplements to Employee..., Retirement Planning, Retirement, Employee Benefits, PowerPoint, IRAs
Education
Mississippi State University 2008 — 2012
Bachelor's Degree, Risk Management, Insurance, & Financial Planning
Brookhaven Academy 1995 — 2008
Deborah Coplin's NYLIFE Securities LLC Experience 2012 - 2012
Job Financial Services Professional at NYLIFE Securities LLC
Industry
Experience
New York Life Insurance Company May 2011 - Present
NYLIFE Securities LLC 2012 - 2012
Skills
Executive Benefit..., Sales, Variable Life, Leadership, Customer Service, Retirement, Fixed Annuities, Strategic Planning, Retirement Planning
Education
Oral Roberts University
Bachelor's Degree, Telecommunications/Journalism
New York Life Insurance Company May 2011 - Present
NYLIFE Securities LLC 2012 - 2012
Skills
Executive Benefit..., Sales, Variable Life, Leadership, Customer Service, Retirement, Fixed Annuities, Strategic Planning, Retirement Planning
Education
Oral Roberts University
Bachelor's Degree, Telecommunications/Journalism
Carol McCook Dixon's NYLIFE Securities LLC Experience June 2001 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company June 2001 - Present
NYLIFE Securities LLC June 2001 - Present
Skills
Financial Services, Insurance, Strategic Planning, Retirement Planning, Leadership, Business Analysis, Education Funding, Process Improvement, Customer Service, Team Building, Microsoft Excel
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Business Administration and Management, General, Honors
University of the West Indies, Ja W.I 1988 — 1991
Bachelor of Science (BSc), Business Administration and Management, General
College of Arts Science & Technolgy, Ja WI 1979 — 1982
Associate's degree, Business Administration - Marketing
New York Life Insurance Company June 2001 - Present
NYLIFE Securities LLC June 2001 - Present
Skills
Financial Services, Insurance, Strategic Planning, Retirement Planning, Leadership, Business Analysis, Education Funding, Process Improvement, Customer Service, Team Building, Microsoft Excel
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Business Administration and Management, General, Honors
University of the West Indies, Ja W.I 1988 — 1991
Bachelor of Science (BSc), Business Administration and Management, General
College of Arts Science & Technolgy, Ja WI 1979 — 1982
Associate's degree, Business Administration - Marketing
Josh Ream Josh Ream's NYLIFE Securities LLC Experience April 2014 - Present
Job Financial Services Professional helping families and individuals create a secure financial future
Industry Insurance
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company January 2014 - Present
Warner Chilcott March 2012 - January 2014
Frito Lay March 2008 - February 2012
PepsiCo - Frito Lay December 2005 - April 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Strategic Partnerships, Wealth Preservation..., Leadership, Buy-sell Agreements, Education Funding..., Supplements to Employee...
Education
Northwest Missouri State University 1998 — 2002
BS, Management Information System
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company January 2014 - Present
Warner Chilcott March 2012 - January 2014
Frito Lay March 2008 - February 2012
PepsiCo - Frito Lay December 2005 - April 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Strategic Partnerships, Wealth Preservation..., Leadership, Buy-sell Agreements, Education Funding..., Supplements to Employee...
Education
Northwest Missouri State University 1998 — 2002
BS, Management Information System
Kristine Gomes Kristine Gomes's NYLIFE Securities LLC Experience August 2014 - Present
Job Client Relationship Manager at Acosta Sales & Marketing Foodservice
Industry Food & Beverages
Experience
Acosta Sales & Marketing Foodservice June 2015 - Present
NYLIFE Securities LLC August 2014 - Present
ARAMARK Refreshment Services February 2013 - January 2014
DPI Specialty Foods October 2005 - August 2012
P&P Pet Food 2004 - 2005
Key Education Resources 1996 - 2001
American Student Assistance 1994 - 1996
Skills
Budgets, Strategic Planning, Merchandising, Microsoft Office, Income Statement, Retail, Team Leadership, Sales Management, Process Improvement, Distributors, Sales Operations, Training, Team Building, Account Management, CRM, Business Development, Key Account Development
Education
Suffolk University - Sawyer School of Management 1995 — 2003
Master of Business Administration (MBA)
Regis College 1985 — 1989
Bachelor of Arts (B.A.)
Oliver Ames High School
Oliver Ames High School
Acosta Sales & Marketing Foodservice June 2015 - Present
NYLIFE Securities LLC August 2014 - Present
ARAMARK Refreshment Services February 2013 - January 2014
DPI Specialty Foods October 2005 - August 2012
P&P Pet Food 2004 - 2005
Key Education Resources 1996 - 2001
American Student Assistance 1994 - 1996
Skills
Budgets, Strategic Planning, Merchandising, Microsoft Office, Income Statement, Retail, Team Leadership, Sales Management, Process Improvement, Distributors, Sales Operations, Training, Team Building, Account Management, CRM, Business Development, Key Account Development
Education
Suffolk University - Sawyer School of Management 1995 — 2003
Master of Business Administration (MBA)
Regis College 1985 — 1989
Bachelor of Arts (B.A.)
Oliver Ames High School
Oliver Ames High School
Zach Walsh Zach Walsh's NYLIFE Securities LLC Experience August 2014 - Present
Job Dedicated Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Gretna Soccer Club July 2014 - Present
Mutual of Omaha October 2013 - July 2014
Shadow Ridge Country Club May 2013 - October 2013
Skills
Life Insurance, 401k Rollovers
Education
Mount Marty College 2008 — 2012
Bachelor of Arts (BA), History and Secondary Education
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Gretna Soccer Club July 2014 - Present
Mutual of Omaha October 2013 - July 2014
Shadow Ridge Country Club May 2013 - October 2013
Skills
Life Insurance, 401k Rollovers
Education
Mount Marty College 2008 — 2012
Bachelor of Arts (BA), History and Secondary Education
Jason Repass Jason Repass's NYLIFE Securities LLC Experience February 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company September 2010 - Present
Skills
Licensed Life Insurance..., Wealth Accumulation, 401k Rollovers, Protection..., Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Wealth Preservation...
Education
Ohio Northern University
St. John's Jesuit High School 1994 — 1997
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company September 2010 - Present
Skills
Licensed Life Insurance..., Wealth Accumulation, 401k Rollovers, Protection..., Annuity Sales, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Wealth Preservation...
Education
Ohio Northern University
St. John's Jesuit High School 1994 — 1997
DJ O'Connell'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
Mutual of Omaha April 2013 - May 2014
Skills
Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Health Insurance, Coaching, Liability, Retirement, Expert relationship..., Athletic Performance, Creativity, Goal-driven leader, Enthusiastic..., Exceptional People..., Professional Liability, Series 6, Marketing, Customer Service, Team Building, Finance
Education
Salisbury University 2011 — 2012
Business Administration and Management, General
Onondaga Community College 2009 — 2010
Business Administration and Management, General
NYLIFE Securities LLC June 2014 - Present
Mutual of Omaha April 2013 - May 2014
Skills
Disability Insurance, Life Insurance, Insurance, Term Life Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Health Insurance, Coaching, Liability, Retirement, Expert relationship..., Athletic Performance, Creativity, Goal-driven leader, Enthusiastic..., Exceptional People..., Professional Liability, Series 6, Marketing, Customer Service, Team Building, Finance
Education
Salisbury University 2011 — 2012
Business Administration and Management, General
Onondaga Community College 2009 — 2010
Business Administration and Management, General
Mark E. Collings Mark E. Collings's NYLIFE Securities LLC Experience July 1980 - Present
Job Helping individuals, families and business owners achieve financial independence in Huntington Beach for over 33 years.
Industry Financial Services
Experience
New York Life Insurance Company July 1980 - Present
NYLIFE Securities LLC July 1980 - Present
Skills
Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Wealth Preservation..., Investments, Asset Protection, Small Business, Licensed in Long-term..., Multi-generational..., Protection..., Succession Planning, Fixed Annuities, IRAs, Long-term Care
Education
Orange Coast College
Associate of Arts (A.A.), Business
Garden Grove High School
New York Life Insurance Company July 1980 - Present
NYLIFE Securities LLC July 1980 - Present
Skills
Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Wealth Preservation..., Investments, Asset Protection, Small Business, Licensed in Long-term..., Multi-generational..., Protection..., Succession Planning, Fixed Annuities, IRAs, Long-term Care
Education
Orange Coast College
Associate of Arts (A.A.), Business
Garden Grove High School
Jeff Barra's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional • Helping Individuals, Families & Business Owners to Create, Build & Preserve Wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
Aaron Hildebrand'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
Skills
401k Rollovers, Annuity Sales, Asset Protection, building relationships, Business Networking, licensed life insurance..., Networking, Estate Planning, legacy planning, Life Insurance
Education
New Mexico State University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
NYLIFE Securities LLC August 2014 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, building relationships, Business Networking, licensed life insurance..., Networking, Estate Planning, legacy planning, Life Insurance
Education
New Mexico State University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Matthew Conroy Matthew Conroy's NYLIFE Securities LLC Experience October 2012 - Present
Job Financial Services Professional with Nylife Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2012 - Present
Boston Red Sox May 2009 - December 2012
ADT Security Services July 2011 - October 2012
On Your Mark September 2002 - December 2008
United States Postal Service May 2008 - August 2008
Moore Physical Therapy September 2007 - January 2008
Brooklyn Cyclones May 2007 - September 2007
Skills
Investments, Insurance, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Northeastern University 2006 — 2011
B.A., Economics
Xavier High School 2002 — 2006
NYLIFE Securities LLC October 2012 - Present
Boston Red Sox May 2009 - December 2012
ADT Security Services July 2011 - October 2012
On Your Mark September 2002 - December 2008
United States Postal Service May 2008 - August 2008
Moore Physical Therapy September 2007 - January 2008
Brooklyn Cyclones May 2007 - September 2007
Skills
Investments, Insurance, Retirement, Retirement Planning, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Northeastern University 2006 — 2011
B.A., Economics
Xavier High School 2002 — 2006
Berta Cuperman Berta Cuperman's NYLIFE Securities LLC Experience AgentNew York Life Insurance CompanyDecember 2009 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC AgentNew York Life Insurance CompanyDecember 2009 - Present
NYLIFE Securities LLC October 2014 - Present
Skills
Multi-Generational ..., Multi-Generational ..., Protection Planning/ ..., Succession planning, Wealth Preservation ..., Asset Protection, Estate Planning, Key Person Protection, Annuity Sales, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Retirement Planning, Small Business, Long Term Care Insurance, Fixed Annuities, Life Insurance, IRAs, Long-term Care, Disability Insurance
Education
Colegio Colombo Hebreo - Bogota, Colombia
Pontificia Universidad Javeriana
NYLIFE Securities LLC AgentNew York Life Insurance CompanyDecember 2009 - Present
NYLIFE Securities LLC October 2014 - Present
Skills
Multi-Generational ..., Multi-Generational ..., Protection Planning/ ..., Succession planning, Wealth Preservation ..., Asset Protection, Estate Planning, Key Person Protection, Annuity Sales, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Retirement Planning, Small Business, Long Term Care Insurance, Fixed Annuities, Life Insurance, IRAs, Long-term Care, Disability Insurance
Education
Colegio Colombo Hebreo - Bogota, Colombia
Pontificia Universidad Javeriana
Eric C. Williams, LUTCF Eric C. Williams, LUTCF's NYLIFE Securities LLC Experience March 2000 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company January 2000 - Present
NYLIFE Securities LLC March 2000 - Present
Skills
Life Insurance, Retirement Planning, Licensed in Long Term..., Fixed Annuities, Term Life Insurance, Retirement, Insurance, Estate Planning, Investments, 401k Rollovers, Asset Protection, LUTCF, Buy-sell Agreements, Multi-generational..., Key Person Insurance, Lifetime Income..., Business Succession..., IRA Rollovers, Whole Life Isurance, 401(k) Rollovers, Multi-Generational..., Long-Term Care Insurance, Whole Life Insurance, Annuity Sales
Education
New Mexico State University 1994 — 1998
Bachelor of Science (BS), Agricultural Economics and Agricultural Business
New York Life Insurance Company January 2000 - Present
NYLIFE Securities LLC March 2000 - Present
Skills
Life Insurance, Retirement Planning, Licensed in Long Term..., Fixed Annuities, Term Life Insurance, Retirement, Insurance, Estate Planning, Investments, 401k Rollovers, Asset Protection, LUTCF, Buy-sell Agreements, Multi-generational..., Key Person Insurance, Lifetime Income..., Business Succession..., IRA Rollovers, Whole Life Isurance, 401(k) Rollovers, Multi-Generational..., Long-Term Care Insurance, Whole Life Insurance, Annuity Sales
Education
New Mexico State University 1994 — 1998
Bachelor of Science (BS), Agricultural Economics and Agricultural Business
Richard Harville's NYLIFE Securities LLC Experience December 1988 - Present
Job Agent at New York Life helping families and business owners develop a sound financial strategy
Industry Financial Services
Experience
The Summit Group July 2014 - Present
New York Life Insurance Company December 1988 - Present
NYLIFE Securities LLC December 1988 - Present
Skills
Financial Services, Investments, 401k Rollovers, Business Insurance..., Customer Satisfaction, Estate Planning, Legacy Planning, Licensed Life Insurance..., Networking, Retirement Planning, Supplements to Employee..., Wealth Preservation..., Life Insurance, Buy-Sell Agreements, Mutual Funds, Asset Protection, Annuity Sales
Education
Northwestern State University 1974 — 1980
Bachelor's degree, Science
The Summit Group July 2014 - Present
New York Life Insurance Company December 1988 - Present
NYLIFE Securities LLC December 1988 - Present
Skills
Financial Services, Investments, 401k Rollovers, Business Insurance..., Customer Satisfaction, Estate Planning, Legacy Planning, Licensed Life Insurance..., Networking, Retirement Planning, Supplements to Employee..., Wealth Preservation..., Life Insurance, Buy-Sell Agreements, Mutual Funds, Asset Protection, Annuity Sales
Education
Northwestern State University 1974 — 1980
Bachelor's degree, Science
Taner Gokce Taner Gokce's NYLIFE Securities LLC Experience September 2014 - Present
Job NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company June 2014 - Present
Suffolk University Law School November 2013 - May 2014
Massachusetts Department of Public Health September 2012 - June 2013
Massachusetts Executive Office of Health and Human Services June 2012 - August 2012
Law Offices of J.P. Story November 2011 - April 2012
Massachusetts House of Representatives May 2011 - December 2011
Corinthian Yacht Club June 2005 - August 2011
Club Z In-Home Tutoring Services February 2010 - June 2010
Skills
Financial Services, Retirement Planning, IRA Rollovers, 401k Rollovers, Estate Planning, Education Funding..., Public Speaking, Wealth Preservation..., Supplements to Employee..., Lifetime Income..., Protection...
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (J.D.)
Penn State University 2005 — 2009
B.A., History, Economics
Marblehead High School 2001 — 2005
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company June 2014 - Present
Suffolk University Law School November 2013 - May 2014
Massachusetts Department of Public Health September 2012 - June 2013
Massachusetts Executive Office of Health and Human Services June 2012 - August 2012
Law Offices of J.P. Story November 2011 - April 2012
Massachusetts House of Representatives May 2011 - December 2011
Corinthian Yacht Club June 2005 - August 2011
Club Z In-Home Tutoring Services February 2010 - June 2010
Skills
Financial Services, Retirement Planning, IRA Rollovers, 401k Rollovers, Estate Planning, Education Funding..., Public Speaking, Wealth Preservation..., Supplements to Employee..., Lifetime Income..., Protection...
Education
Suffolk University Law School 2010 — 2013
Doctor of Law (J.D.)
Penn State University 2005 — 2009
B.A., History, Economics
Marblehead High School 2001 — 2005
David Eddy David Eddy's NYLIFE Securities LLC Experience February 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Missouri Southern State University 2006 — 2010
Bachelor of Science (BS), Marketing/Marketing Management, General
Carl Junction High
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Skills
Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Missouri Southern State University 2006 — 2010
Bachelor of Science (BS), Marketing/Marketing Management, General
Carl Junction High
Michael Wade Michael Wade's NYLIFE Securities LLC Experience September 2013 - Present
Job A dedicated agent at New York Life, committed to his family and his community.
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC September 2013 - Present
Writer October 1964 - Present
Wade Studios December 1984 - December 2012
Portsmouth Times December 1983 - December 1984
Trans Freight LInes December 1980 - December 1983
Jugolinja December 1976 - December 1980
Skills
Annuity Sales, Asset Protection, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, Insurance, Term Life Insurance, Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Legacy Planning, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Lifetime Income..., Small Business, Retirement
Education
Regent University 2012 — 2014
Kempsville High School 1970 — 1973
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC September 2013 - Present
Writer October 1964 - Present
Wade Studios December 1984 - December 2012
Portsmouth Times December 1983 - December 1984
Trans Freight LInes December 1980 - December 1983
Jugolinja December 1976 - December 1980
Skills
Annuity Sales, Asset Protection, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, Insurance, Term Life Insurance, Life Insurance, Permanent Life Insurance, Licensed in Long Term..., Legacy Planning, Retirement Planning, IRA Rollovers, 401(k) Rollovers, Lifetime Income..., Small Business, Retirement
Education
Regent University 2012 — 2014
Kempsville High School 1970 — 1973
David Levee's NYLIFE Securities LLC Experience January 1980 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies LLC March 1994 - Present
NYLIFE Securities LLC January 1980 - Present
The Levee Financial Group December 1967 - Present
New York Life Insurance Company 1967 - Present
Skills
Retirement Planning, Life Insurance, Small Business, Estate Planning, Retirement, Wealth Preservation..., Asset Protection, Annuity sales, Gifting strategies, Key person protection, Multi-Generational..., Multi-Generational..., Succession Planning, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Key Person Protection, Annuity Sales, Multi-generational..., Investments, Insurance, Financial Services, Securities
Education
Northern Illinois University
Eagle Strategies LLC March 1994 - Present
NYLIFE Securities LLC January 1980 - Present
The Levee Financial Group December 1967 - Present
New York Life Insurance Company 1967 - Present
Skills
Retirement Planning, Life Insurance, Small Business, Estate Planning, Retirement, Wealth Preservation..., Asset Protection, Annuity sales, Gifting strategies, Key person protection, Multi-Generational..., Multi-Generational..., Succession Planning, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Key Person Protection, Annuity Sales, Multi-generational..., Investments, Insurance, Financial Services, Securities
Education
Northern Illinois University
Eric Reber Eric Reber's NYLIFE Securities LLC Experience September 2010 - October 2014
Job Project Manager at Western Waterproofing
Industry Construction
Experience
Western Waterproofing October 2014 - Present
NYLIFE Securities LLC September 2010 - October 2014
New York Life Insurance Company September 2010 - October 2014
Energy Specialty Contracting, Inc. 2008 - 2010
Sherwin Williams 2003 - 2008
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Employee Benefits, Financial Services
Education
Oklahoma State University 1999 — 2003
Bachelor of Science, Finance
Western Waterproofing October 2014 - Present
NYLIFE Securities LLC September 2010 - October 2014
New York Life Insurance Company September 2010 - October 2014
Energy Specialty Contracting, Inc. 2008 - 2010
Sherwin Williams 2003 - 2008
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Protection..., Wealth Preservation..., Employee Benefits, Financial Services
Education
Oklahoma State University 1999 — 2003
Bachelor of Science, Finance
Monica Balderrama's NYLIFE Securities LLC Experience April 2012 - April 2014
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - Present
NYLIFE Securities LLC April 2012 - April 2014
KFOX TV November 2001 - April 2011
KVIA-TV 1993 - 1998
Skills
Insurance, Investments, Financial Services, Life Insurance, Small Business, Strategic Planning, Sales Management, 401k Rollovers, Social Networking, Licensed Life Insurance..., Asset Protection, Wealth Preservation..., Annuity Sales, Legacies
Education
Webster University
Master of Business Administration (M.B.A.)
New Mexico State University
Bachelor of Arts (B.A.), Political Science and Government
Allstate Financial Services, LLC April 2014 - Present
NYLIFE Securities LLC April 2012 - April 2014
KFOX TV November 2001 - April 2011
KVIA-TV 1993 - 1998
Skills
Insurance, Investments, Financial Services, Life Insurance, Small Business, Strategic Planning, Sales Management, 401k Rollovers, Social Networking, Licensed Life Insurance..., Asset Protection, Wealth Preservation..., Annuity Sales, Legacies
Education
Webster University
Master of Business Administration (M.B.A.)
New Mexico State University
Bachelor of Arts (B.A.), Political Science and Government
Anthony Halls MBA LUTCF Anthony Halls MBA LUTCF's NYLIFE Securities LLC Experience December 2002 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life July 2002 - Present
TJX Companies August 1999 - December 2001
Skills
Retirement Planning, Business Insurance..., 401k Rollovers, Life Insurance..., Estate Planning, Financial Services, Leadership, Communication, Fixed Annuities, Networking, Retirement, Mutual Funds
Education
Providence College 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Providence College 1995 — 1999
Concord Carlisle High School 1991 — 1995
NYLIFE Securities LLC December 2002 - Present
New York Life July 2002 - Present
TJX Companies August 1999 - December 2001
Skills
Retirement Planning, Business Insurance..., 401k Rollovers, Life Insurance..., Estate Planning, Financial Services, Leadership, Communication, Fixed Annuities, Networking, Retirement, Mutual Funds
Education
Providence College 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Providence College 1995 — 1999
Concord Carlisle High School 1991 — 1995
Kirk Quaschnick Kirk Quaschnick's NYLIFE Securities LLC Experience April 1992 - Present
Job President at Mogul Wealth Strategies, LLC
Industry Financial Services
Experience
Mogul Wealth Strategies, LLC April 1992 - Present
Eagle Strategies, LLC April 1992 - Present
New York Life Insurance Company April 1992 - Present
NYLIFE Securities, LLC April 1992 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, business exit strategy, business insurance..., Business Networking, business succession..., Buy-sell Agreements, charitable giving, CLU, ChFC, ARPC, Communication, customer relations, Customer Satisfaction, Direct Sales, education funding..., Estate Planning, Gifting Strategies, grandchild gifting, Insurance, Investments, IRA rollovers, Key Person Insurance, Lead Generation, Legacies, legacy planning, Licensed Life Insurance..., Life Insurance, life insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, supplements to employee..., Wealth Preservation..., wealth transfer..., Term Life Insurance, Leadership, Financial Services
Education
Northern State University 1984 — 1985
Mogul Wealth Strategies, LLC April 1992 - Present
Eagle Strategies, LLC April 1992 - Present
New York Life Insurance Company April 1992 - Present
NYLIFE Securities, LLC April 1992 - Present
Skills
401k Rollovers, Account Management, Annuity Sales, Asset Protection, business exit strategy, business insurance..., Business Networking, business succession..., Buy-sell Agreements, charitable giving, CLU, ChFC, ARPC, Communication, customer relations, Customer Satisfaction, Direct Sales, education funding..., Estate Planning, Gifting Strategies, grandchild gifting, Insurance, Investments, IRA rollovers, Key Person Insurance, Lead Generation, Legacies, legacy planning, Licensed Life Insurance..., Life Insurance, life insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Retirement, Retirement Planning, Risk Management, Sales, Seminar Marketing, Small Business, Succession Planning, supplements to employee..., Wealth Preservation..., wealth transfer..., Term Life Insurance, Leadership, Financial Services
Education
Northern State University 1984 — 1985
Peg Reid Peg Reid's NYLIFE Securities LLC Experience May 2009 - June 2013
Job Helping insurance professionals enhance their voluntary benefits portfolio.
Industry Consumer Services
Experience
LegalShield August 2014 - Present
Ambit Energy July 2014 - Present
N2 Publishing July 2013 - July 2014
NYLife Securities, LLC May 2009 - June 2013
New York Life Insurance Company November 2008 - June 2013
IBM Global Services 1998 - 2007
UB Networks/Ungermann-Bass, Inc. 1989 - 1997
Motorola 1982 - 1989
West Aurora School District 129 1972 - 1982
Skills
Networking, Insurance, Team Building, Marketing, Sales, Advertising, Account Management, New Business Development, Financial Services, Coaching, Entrepreneurship, Marketing Strategy, Social Networking, Leadership, Consulting, Small Business, Customer Acquisition, Contract Negotiation, Public Speaking, Social Media, Leadership Development
Education
Northern Illinois University 1973 — 1975
M.S., Ed.
University of Illinois at Urbana-Champaign 1968 — 1972
B. S., Mathematics
Illinois Producer License
LegalShield August 2014 - Present
Ambit Energy July 2014 - Present
N2 Publishing July 2013 - July 2014
NYLife Securities, LLC May 2009 - June 2013
New York Life Insurance Company November 2008 - June 2013
IBM Global Services 1998 - 2007
UB Networks/Ungermann-Bass, Inc. 1989 - 1997
Motorola 1982 - 1989
West Aurora School District 129 1972 - 1982
Skills
Networking, Insurance, Team Building, Marketing, Sales, Advertising, Account Management, New Business Development, Financial Services, Coaching, Entrepreneurship, Marketing Strategy, Social Networking, Leadership, Consulting, Small Business, Customer Acquisition, Contract Negotiation, Public Speaking, Social Media, Leadership Development
Education
Northern Illinois University 1973 — 1975
M.S., Ed.
University of Illinois at Urbana-Champaign 1968 — 1972
B. S., Mathematics
Illinois Producer License
Victoria (Tori) Huber's NYLIFE Securities LLC Experience June 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2013 - Present
Skills
401k Rollovers, Retirement Planning, Estate Planning, Business Exit Strategy, Succession Planning, Investments, Legacies, Grandchild gifting, Asset Protection, Buy-sell Agreements, Protection Planning, Family security
Education
Mississippi State University
Université de Liège
NYLIFE Securities LLC June 2013 - Present
Skills
401k Rollovers, Retirement Planning, Estate Planning, Business Exit Strategy, Succession Planning, Investments, Legacies, Grandchild gifting, Asset Protection, Buy-sell Agreements, Protection Planning, Family security
Education
Mississippi State University
Université de Liège
Joe B. Dutcher's NYLIFE Securities LLC Experience January 2011 - Present
Job Partner, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
NYLIFE Securities, LLC January 2011 - Present
MetLife February 2009 - January 2011
Terradyne Country Club May 2007 - February 2009
Skills
Conducting Interviews, Communication, Thought Leadership, Training, Financial Recruiting, Leadership, Team Leadership, Life Insurance, Fixed Annuities, Financial Services, Retirement, Retirement Planning, Investments, Insurance
Education
Northeastern State University 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
New York Life Insurance Company June 2013 - Present
NYLIFE Securities, LLC January 2011 - Present
MetLife February 2009 - January 2011
Terradyne Country Club May 2007 - February 2009
Skills
Conducting Interviews, Communication, Thought Leadership, Training, Financial Recruiting, Leadership, Team Leadership, Life Insurance, Fixed Annuities, Financial Services, Retirement, Retirement Planning, Investments, Insurance
Education
Northeastern State University 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
Joey Yin Joey Yin's NYLIFE Securities LLC Experience July 2014 - January 2015
Job Tax Analyst at Aspen Capital
Industry Financial Services
Experience
Aspen Capital June 2015 - Present
Portland-Suzhou Sister City Association September 2014 - Present
Tanley Textiles LLC. December 2012 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company May 2014 - January 2015
HSBC July 2011 - August 2011
Portland State University Chinese Students and Scholars Association June 2009 - June 2011
Peacock Apparel Group / Bill Blass Fashions July 2010 - August 2010
Skills
Leadership, Finance, Public Speaking, Personal Finance, Networking, Managerial Finance, Business Networking, Financial Reporting, Small Business, Risk Management, Insurance, Problem Solving, Time Management, Asset Protection, Life Insurance, Financial Services, Investments, Equity Valuation, Financial Analysis, Microsoft Word, Direct Sales, Microsoft Excel, PowerPoint, Access, Social Media
Education
Portland State University - School of Business 2012 — 2013
Master of International Management, International Business, 3.7
Portland State University - School of Business 2007 — 2012
Bachelor of Science (B.S.), Finance, General, 3.5
Suzhou High School SIP 2005 — 2007
High School, Physics & Biology
Aspen Capital June 2015 - Present
Portland-Suzhou Sister City Association September 2014 - Present
Tanley Textiles LLC. December 2012 - Present
NYLIFE Securities LLC July 2014 - January 2015
New York Life Insurance Company May 2014 - January 2015
HSBC July 2011 - August 2011
Portland State University Chinese Students and Scholars Association June 2009 - June 2011
Peacock Apparel Group / Bill Blass Fashions July 2010 - August 2010
Skills
Leadership, Finance, Public Speaking, Personal Finance, Networking, Managerial Finance, Business Networking, Financial Reporting, Small Business, Risk Management, Insurance, Problem Solving, Time Management, Asset Protection, Life Insurance, Financial Services, Investments, Equity Valuation, Financial Analysis, Microsoft Word, Direct Sales, Microsoft Excel, PowerPoint, Access, Social Media
Education
Portland State University - School of Business 2012 — 2013
Master of International Management, International Business, 3.7
Portland State University - School of Business 2007 — 2012
Bachelor of Science (B.S.), Finance, General, 3.5
Suzhou High School SIP 2005 — 2007
High School, Physics & Biology
Steven Crabbe Steven Crabbe's NYLIFE Securities LLC Experience January 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC January 2013 - Present
Connolly, LLC November 2007 - November 2012
First National Bank of Arizona July 2006 - August 2007
Accenture 1997 - 2003
Skills
Business Development, Program Management, Leadership, Insurance, Strategy, Business Analysis, Investments, New Business Development, Strategic Account..., Multi-Cultural Team..., Annuity Sales, Licensed Life Insurance..., Executive Networking, Executive-Level..., Team Building..., 401(k) Rollovers, Licensed in Long-Term..., Protection..., Retirement Planing
Education
Pearl River High School 1981 — 1984
Northwestern University 1984 — 1988
Bachelor of Science (B.S.), Industrial Engineering and Management Sciences
NYLIFE Securities LLC January 2013 - Present
Connolly, LLC November 2007 - November 2012
First National Bank of Arizona July 2006 - August 2007
Accenture 1997 - 2003
Skills
Business Development, Program Management, Leadership, Insurance, Strategy, Business Analysis, Investments, New Business Development, Strategic Account..., Multi-Cultural Team..., Annuity Sales, Licensed Life Insurance..., Executive Networking, Executive-Level..., Team Building..., 401(k) Rollovers, Licensed in Long-Term..., Protection..., Retirement Planing
Education
Pearl River High School 1981 — 1984
Northwestern University 1984 — 1988
Bachelor of Science (B.S.), Industrial Engineering and Management Sciences
Chad Akselrad's NYLIFE Securities LLC Experience January 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Independent Insurance Agent May 2012 - January 2013
Navy Federal Credit Union April 2011 - March 2012
Wells Fargo September 2010 - April 2011
PNC September 2009 - September 2010
Telerx March 2009 - August 2009
The Edcomm Group Banker's Academy May 2008 - September 2008
TD January 2006 - May 2008
T-Mobile August 2004 - January 2006
Skills
Retirement, Fixed Annuities, Retirement Planning, Customer Service, Investments, Sales, Estate Planning, 401k Rollovers, Licensed Life Insurance..., Small Business, Asset Protection, Time Management, Life Insurance, Annuity Sales, Succession Planning, Wealth Preservation..., Microsoft Office, Key Person Protection, Multi-generational..., Protection..., Thought Leadership, Gifting Strategies, Legacies, Multi-generational..., Multi-tasking Skills, Licensed in Long Term..., Variable Annuities, Whole Life Insurance, Term Life Insurance, Universal Life, Personal Finance, Risk Management, Lifetime Income..., Education Funding..., Employee Benefits, Public Speaking, New Business Development, Communication, Customer Retention, Training
Education
Pennsylvania State University-Penn State Abington 2002 — 2006
Bachelor of Arts (B.A.), Corporate Communication
Council Rock High School 1999 — 2002
Diploma, General Studies
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Independent Insurance Agent May 2012 - January 2013
Navy Federal Credit Union April 2011 - March 2012
Wells Fargo September 2010 - April 2011
PNC September 2009 - September 2010
Telerx March 2009 - August 2009
The Edcomm Group Banker's Academy May 2008 - September 2008
TD January 2006 - May 2008
T-Mobile August 2004 - January 2006
Skills
Retirement, Fixed Annuities, Retirement Planning, Customer Service, Investments, Sales, Estate Planning, 401k Rollovers, Licensed Life Insurance..., Small Business, Asset Protection, Time Management, Life Insurance, Annuity Sales, Succession Planning, Wealth Preservation..., Microsoft Office, Key Person Protection, Multi-generational..., Protection..., Thought Leadership, Gifting Strategies, Legacies, Multi-generational..., Multi-tasking Skills, Licensed in Long Term..., Variable Annuities, Whole Life Insurance, Term Life Insurance, Universal Life, Personal Finance, Risk Management, Lifetime Income..., Education Funding..., Employee Benefits, Public Speaking, New Business Development, Communication, Customer Retention, Training
Education
Pennsylvania State University-Penn State Abington 2002 — 2006
Bachelor of Arts (B.A.), Corporate Communication
Council Rock High School 1999 — 2002
Diploma, General Studies
Ben Tuck Ben Tuck's NYLIFE Securities LLC Experience December 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company July 2012 - Present
Southwest Virginia Holdings, LLC October 2009 - Present
Virginia Farm Bureau June 2010 - June 2012
Southern Farm Bureau June 2010 - June 2012
Wild Dawgs May 2008 - June 2010
Small Business Development Center August 2009 - May 2010
Brown, Edwards & Company, L.L.P. January 2009 - April 2009
Education
Radford University - College of Business and Economics 2005 — 2010
BBA, Finance
Pulaski County High School 2001 — 2005
Advanced High School Diploma
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company July 2012 - Present
Southwest Virginia Holdings, LLC October 2009 - Present
Virginia Farm Bureau June 2010 - June 2012
Southern Farm Bureau June 2010 - June 2012
Wild Dawgs May 2008 - June 2010
Small Business Development Center August 2009 - May 2010
Brown, Edwards & Company, L.L.P. January 2009 - April 2009
Education
Radford University - College of Business and Economics 2005 — 2010
BBA, Finance
Pulaski County High School 2001 — 2005
Advanced High School Diploma
Andrew Michael Barnes, MBA Andrew Michael Barnes, MBA's NYLIFE Securities LLC Experience May 2013 - March 2014
Job Senior Accountant at Quail Run Santa Fe
Industry Financial Services
Experience
Quail Run Santa Fe May 2014 - Present
Desert Mountain Accounting LLC April 2014 - Present
Tennis Club of Albuquerque January 2014 - Present
Los Lunas Chamber of Commerce March 2013 - Present
NYLIFE Securities LLC May 2013 - March 2014
New York Life Insurance Company December 2012 - March 2014
Project Peacepal July 2012 - September 2013
Desert Mountain Accounting & Business Consulting, Inc. October 2000 - December 2012
Rosemont Realty LLC July 2010 - December 2011
A.S. Horner Inc. June 2008 - July 2010
Skills
401k 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...
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2000
Master of Business Administration
New Mexico State University 1992 — 1996
Bachelor of Accountancy
Quail Run Santa Fe May 2014 - Present
Desert Mountain Accounting LLC April 2014 - Present
Tennis Club of Albuquerque January 2014 - Present
Los Lunas Chamber of Commerce March 2013 - Present
NYLIFE Securities LLC May 2013 - March 2014
New York Life Insurance Company December 2012 - March 2014
Project Peacepal July 2012 - September 2013
Desert Mountain Accounting & Business Consulting, Inc. October 2000 - December 2012
Rosemont Realty LLC July 2010 - December 2011
A.S. Horner Inc. June 2008 - July 2010
Skills
401k 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...
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2000
Master of Business Administration
New Mexico State University 1992 — 1996
Bachelor of Accountancy
Wai Yee Chris Yung's NYLIFE Securities LLC Experience May 2011 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC May 2011 - Present
Arlington Hotel May 1988 - January 2007
Prudential Bache Securities May 1985 - May 1988
Skills
Microsoft Word, 104 (K) Rollovers, Annuitiy Sales, Assest Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, License Life Insurance..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Finance, Financial Services, Fixed Annuities, Securities, Retirement, Term Life Insurance, Sales, Customer Service, PowerPoint, Management, Microsoft Office
Education
The CLTC Board of Standards, Inc. 2014 — 2014
Certified in Long-Term Care, Long Term Care
Pace University 1981 — 1984
Bachelor of Arts (BA)
Pace University-New York 1981 — 1984
Human Relations, Psychology and Marketing
NYLIFE Securities LLC May 2011 - Present
Arlington Hotel May 1988 - January 2007
Prudential Bache Securities May 1985 - May 1988
Skills
Microsoft Word, 104 (K) Rollovers, Annuitiy Sales, Assest Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, License Life Insurance..., Multi-generational..., Protection..., Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Finance, Financial Services, Fixed Annuities, Securities, Retirement, Term Life Insurance, Sales, Customer Service, PowerPoint, Management, Microsoft Office
Education
The CLTC Board of Standards, Inc. 2014 — 2014
Certified in Long-Term Care, Long Term Care
Pace University 1981 — 1984
Bachelor of Arts (BA)
Pace University-New York 1981 — 1984
Human Relations, Psychology and Marketing
Mujtaba Khan's NYLIFE Securities LLC Experience September 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company May 2014 - Present
Contrast Art September 2013 - March 2014
Wave Represents January 2013 - June 2013
Joey Creative April 2012 - September 2012
Skills
Social Media Marketing, Marketing, Advertising, Social Media, Photography, Video, Event Planning, Computer Proficiency, Sales, Photoshop, Graphic Design, Blogging, Online Advertising, Brand Development, Marketing Communications, Strategic Financial..., Financial Analysis, WordPress, Networking, Microsoft Office, Microsoft Word
Education
Montclair State University 2010 — 2014
Bachelor's Degree, Business Administration con: Marketing and Management
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company May 2014 - Present
Contrast Art September 2013 - March 2014
Wave Represents January 2013 - June 2013
Joey Creative April 2012 - September 2012
Skills
Social Media Marketing, Marketing, Advertising, Social Media, Photography, Video, Event Planning, Computer Proficiency, Sales, Photoshop, Graphic Design, Blogging, Online Advertising, Brand Development, Marketing Communications, Strategic Financial..., Financial Analysis, WordPress, Networking, Microsoft Office, Microsoft Word
Education
Montclair State University 2010 — 2014
Bachelor's Degree, Business Administration con: Marketing and Management
Stacey Grant Stacey Grant's NYLIFE Securities LLC Experience February 2005 - Present
Job Financial Service Professional with New York Life Insurance Co/NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2005 - Present
New York Life Insurance Company January 2004 - Present
CITGO Petroleum June 2001 - January 2004
Education
Northeastern State University 1998 — 2000
Bachelor of Science (BS), Finance, General
Kiefer High School
High School Diploma
Northeastern State University
Master's in Financial Analysis and Accounting, Financial Analysis and Accounting
NYLIFE Securities LLC February 2005 - Present
New York Life Insurance Company January 2004 - Present
CITGO Petroleum June 2001 - January 2004
Education
Northeastern State University 1998 — 2000
Bachelor of Science (BS), Finance, General
Kiefer High School
High School Diploma
Northeastern State University
Master's in Financial Analysis and Accounting, Financial Analysis and Accounting
Lel Arandela, LUTCF, ChFC, CLU, CASL Lel Arandela, LUTCF, ChFC, CLU, CASL's NYLIFE Securities LLC Experience 1996 - Present
Job Financial Adviser at Eagle Strategies LLC, a Registered Investment Advisor & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies LLC, a Registered Investment Advisor February 2012 - Present
New York Life Insurance Company February 1996 - Present
NYLIFE Securities LLC 1996 - Present
Skills
Retirement Planning, Estate Planning, Small Business, Licensed Life Insurance..., Annuity Sales, 401(K) rollovers, Licensed in Long Term..., Key Person Protection, Investments, Asset Protection, Succession Planning, Protection..., Gifting Strategies, Wealth Preservation..., Multi-tasking Skills, Time Management, Legacies, Multi generational...
Education
University of Santo Tomas 1972 — 1976
BA, Economics, Cum Laude
University of the Philippines
Women in Development
Eagle Strategies LLC, a Registered Investment Advisor February 2012 - Present
New York Life Insurance Company February 1996 - Present
NYLIFE Securities LLC 1996 - Present
Skills
Retirement Planning, Estate Planning, Small Business, Licensed Life Insurance..., Annuity Sales, 401(K) rollovers, Licensed in Long Term..., Key Person Protection, Investments, Asset Protection, Succession Planning, Protection..., Gifting Strategies, Wealth Preservation..., Multi-tasking Skills, Time Management, Legacies, Multi generational...
Education
University of Santo Tomas 1972 — 1976
BA, Economics, Cum Laude
University of the Philippines
Women in Development
Matthew Witten Matthew Witten's NYLIFE Securities LLC Experience February 2011 - Present
Job Dedicated Financial Services Professional helping to protect families in Oregon and Washington.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company 2011 - Present
Skills
Insurance, Retirement Planning, Financial Planners, Disability Insurance, Investments, Finance, Retirement, Term Life Insurance, Long-term Care, Financial Services, Life Insurance, Fixed Annuities, Customer Service, Small Business, Sales, Financial Planning
Education
Portland State University 1997 — 2002
BS, Environmental Science
Portland State University 1996 — 2000
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company 2011 - Present
Skills
Insurance, Retirement Planning, Financial Planners, Disability Insurance, Investments, Finance, Retirement, Term Life Insurance, Long-term Care, Financial Services, Life Insurance, Fixed Annuities, Customer Service, Small Business, Sales, Financial Planning
Education
Portland State University 1997 — 2002
BS, Environmental Science
Portland State University 1996 — 2000
Bachelor of Science (B.S.), Economics
Rick Alsagoff Rick Alsagoff's NYLIFE Securities LLC Experience September 1993 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC September 1993 - Present
Skills
Retirement, Financial Analysis, Insurance, Estate Planning, Strategic Planning, Marketing Strategy, Financial Services, Whole Life, Term Life Insurance, Finance, Accounting, Public Speaking, Tax, Analysis, Long-term Customer..., Client Counseling, Financial Planners, Portfolio Management, Employee Benefits, Operations Management, Universal Life, Wealth, FINRA, Risk Management, Small Business, Asset Management
Education
National University of Singapore
BBA, Business Administration
NYLIFE Securities LLC September 1993 - Present
Skills
Retirement, Financial Analysis, Insurance, Estate Planning, Strategic Planning, Marketing Strategy, Financial Services, Whole Life, Term Life Insurance, Finance, Accounting, Public Speaking, Tax, Analysis, Long-term Customer..., Client Counseling, Financial Planners, Portfolio Management, Employee Benefits, Operations Management, Universal Life, Wealth, FINRA, Risk Management, Small Business, Asset Management
Education
National University of Singapore
BBA, Business Administration
Wei Yang's NYLIFE Securities LLC Experience November 2001 - October 2013
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
NYLIFE Securities, LLC November 2001 - October 2013
Skills
Finance, Insurance, Leadership, Financial Services, Analysis, Financial Analysis, Investments, Teamwork, Financial Planning, Public Speaking, Customer Service, Research, Microsoft Office, Securities, Retirement, Retirement Planning
Education
Northeastern Illinois University 1998 — 2000
MBA, Accounting, Finance and Marketing
New York Life Insurance Company October 2013 - Present
NYLIFE Securities, LLC November 2001 - October 2013
Skills
Finance, Insurance, Leadership, Financial Services, Analysis, Financial Analysis, Investments, Teamwork, Financial Planning, Public Speaking, Customer Service, Research, Microsoft Office, Securities, Retirement, Retirement Planning
Education
Northeastern Illinois University 1998 — 2000
MBA, Accounting, Finance and Marketing
Gilbert R. Harlan Gilbert R. Harlan's NYLIFE Securities LLC Experience July 1990 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Jackie Robinson Family YMCA 2001 - Present
NYLIFE Securities LLC July 1990 - Present
New York Life Insurance Company July 1990 - Present
United States Navy May 1975 - May 1999
Skills
Insurance, Event Planning, Fixed Annuities, Financial Services, Securities, Accounting, Microsoft Office, Retirement Planning, Life Insurance, Finance, Tax, Budgets, Retirement, Strategic Planning, Public Speaking, Leadership, Team Building, Coaching, Estate Planning
Education
National University 1986 — 1989
Master of Business Administration (MBA), Management Accounting emphasis in Financial Management
Prairie View A&M University of Texas 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Jackie Robinson Family YMCA 2001 - Present
NYLIFE Securities LLC July 1990 - Present
New York Life Insurance Company July 1990 - Present
United States Navy May 1975 - May 1999
Skills
Insurance, Event Planning, Fixed Annuities, Financial Services, Securities, Accounting, Microsoft Office, Retirement Planning, Life Insurance, Finance, Tax, Budgets, Retirement, Strategic Planning, Public Speaking, Leadership, Team Building, Coaching, Estate Planning
Education
National University 1986 — 1989
Master of Business Administration (MBA), Management Accounting emphasis in Financial Management
Prairie View A&M University of Texas 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
Jared Carver Jared Carver's NYLIFE Securities LLC Experience December 2010 - Present
Job Agent with new York Life Insurance Company. Registered Representative with NYLIFE Securities LLC.
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
Edward Jones 2009 - 2010
Education
Plymouth State University 2005 — 2009
BS, Business Administration
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
Edward Jones 2009 - 2010
Education
Plymouth State University 2005 — 2009
BS, Business Administration
Andre Curry Andre Curry's NYLIFE Securities LLC Experience December 2013 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company January 2013 - Present
Arkansas Baptist College 2010 - 2012
Skills
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 Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Perservation..., Budgets, Customer Service
Education
Mississippi Valley State University 2002 — 2006
Bachelor's degree, Accounting
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company January 2013 - Present
Arkansas Baptist College 2010 - 2012
Skills
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 Planning/..., Retirement, Retirement Planning, Small Business, Succession Planning, Time Management, Wealth Perservation..., Budgets, Customer Service
Education
Mississippi Valley State University 2002 — 2006
Bachelor's degree, Accounting
Tae W Rho'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
Skills
Financial Services, Retirement Planning, Lifetime Income..., IRA Rollovers, Estate Planning, Grandchild Gifting, Whole Life Insurance, Multi-Tasking Skills, Time Management, Personal Finance, Wealth Preservation..., Customer Relations, Customer Satisfaction, Education Funding..., Customer Retention, 401(k) Rollovers
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
Bachelor of Arts (B.A.), Economics
Montclair State University 2009 — 2011
Master of Science (MS), Sports Administration/Management
NYLIFE Securities LLC November 2013 - Present
Skills
Financial Services, Retirement Planning, Lifetime Income..., IRA Rollovers, Estate Planning, Grandchild Gifting, Whole Life Insurance, Multi-Tasking Skills, Time Management, Personal Finance, Wealth Preservation..., Customer Relations, Customer Satisfaction, Education Funding..., Customer Retention, 401(k) Rollovers
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
Bachelor of Arts (B.A.), Economics
Montclair State University 2009 — 2011
Master of Science (MS), Sports Administration/Management
Damon Graham Damon Graham's NYLIFE Securities LLC Experience August 2012 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC August 2012 - Present
New York Life Insurance Company September 2010 - Present
Skills
401 (k) Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Retirement Planning, Small Business, Finance, Insurance, Financial Services, Securities, Financial Planning, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Financial Markets, Team Building, Retirement
Education
New Mexico State University
Master of Science, Agricultural Economics and Business
Roswell High School
NYLIFE Securities LLC August 2012 - Present
New York Life Insurance Company September 2010 - Present
Skills
401 (k) Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Retirement Planning, Small Business, Finance, Insurance, Financial Services, Securities, Financial Planning, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Financial Markets, Team Building, Retirement
Education
New Mexico State University
Master of Science, Agricultural Economics and Business
Roswell High School
Richard Seung-Hoon Suh, CFA's NYLIFE Securities LLC Experience May 2011 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC May 2011 - Present
New York Life Insurance Company December 2010 - Present
Skills
Investments, Mutual Funds, Insurance, 401(k) Rollovers, IRA Transfer, Retirement Planning, Annuity Sales
Education
Pepperdine University 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BA, Economics
Fairfax High School 1989 — 1992
High School
NYLIFE Securities LLC May 2011 - Present
New York Life Insurance Company December 2010 - Present
Skills
Investments, Mutual Funds, Insurance, 401(k) Rollovers, IRA Transfer, Retirement Planning, Annuity Sales
Education
Pepperdine University 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BA, Economics
Fairfax High School 1989 — 1992
High School
David Gregor David Gregor's NYLIFE Securities LLC Experience May 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC May 2012 - Present
New York Life Insurance Company October 2011 - Present
MacGyver's Computer Fix-It January 2008 - October 2011
Ward Muscatell Auto May 1992 - December 2008
Skills
Retirement Planning, Financial Services, Securities, FINRA, Life Insurance, Fixed Annuities, Retirement, Strategic Financial..., Term Life Insurance, Investments, Employee Benefits, A2O Agent for AARP, Health Insurance, Finance, Underwriting
Education
North Dakota State University 1987 — 1991
Business
Jamestown High School
NYLIFE Securities LLC May 2012 - Present
New York Life Insurance Company October 2011 - Present
MacGyver's Computer Fix-It January 2008 - October 2011
Ward Muscatell Auto May 1992 - December 2008
Skills
Retirement Planning, Financial Services, Securities, FINRA, Life Insurance, Fixed Annuities, Retirement, Strategic Financial..., Term Life Insurance, Investments, Employee Benefits, A2O Agent for AARP, Health Insurance, Finance, Underwriting
Education
North Dakota State University 1987 — 1991
Business
Jamestown High School
David Kikoen, LUTCF, CLTC David Kikoen, LUTCF, CLTC's NYLIFE Securities LLC Experience April 2009 - March 2012
Job Money Management Educators
Industry Financial Services
Experience
Money Management Educators March 2011 - Present
Frankfort Martial Arts 1986 - Present
NYLIFE Securities LLC April 2009 - March 2012
Equifirst Corporation (Barclays Capital) 2004 - April 2009
EquiFirst 2004 - 2009
Skills
Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Leadership, Mutual Funds, 401k, Management, Sales, Long Term Care Insurance, Selling, New Business Development, Health Insurance, Securities
Education
Northern Illinois University 1976 — 1980
BS, Business Management
Money Management Educators March 2011 - Present
Frankfort Martial Arts 1986 - Present
NYLIFE Securities LLC April 2009 - March 2012
Equifirst Corporation (Barclays Capital) 2004 - April 2009
EquiFirst 2004 - 2009
Skills
Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Leadership, Mutual Funds, 401k, Management, Sales, Long Term Care Insurance, Selling, New Business Development, Health Insurance, Securities
Education
Northern Illinois University 1976 — 1980
BS, Business Management
Fred Bailey Fred Bailey's NYLIFE Securities LLC Experience June 2012 - Present
Job Life Insurance | Retirement Planning | Investments | Long Term Care
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Worthing Companies April 1993 - March 2012
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Long Term Care Insurance, Disability Insurance, Retirement, Team Building, Sales, Life Insurance, Financial Services, Apartments
Education
Georgia State University 1989 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate
Morehouse College 1986 — 1988
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company June 2012 - Present
The Worthing Companies April 1993 - March 2012
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Long Term Care Insurance, Disability Insurance, Retirement, Team Building, Sales, Life Insurance, Financial Services, Apartments
Education
Georgia State University 1989 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate
Morehouse College 1986 — 1988
Larry Gagne's NYLIFE Securities LLC Experience March 2012 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company March 2012 - Present
Rex Lumber Company June 1976 - February 2010
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Multi-generational..., Licensed Life, Term Life Insurance, Financial Services, Negotiation, New Business Development, Customer Service, Leadership, Marketing, Account Management, Marketing Strategy, Microsoft Office, Sales Management
Education
Paul Smith's College 1975 — 1976
Forestry and Business
Lincoln Sudbury Regional High School 1970 — 1974
NYLIFE Securities LLC March 2012 - Present
New York Life Insurance Company March 2012 - Present
Rex Lumber Company June 1976 - February 2010
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Multi-generational..., Licensed Life, Term Life Insurance, Financial Services, Negotiation, New Business Development, Customer Service, Leadership, Marketing, Account Management, Marketing Strategy, Microsoft Office, Sales Management
Education
Paul Smith's College 1975 — 1976
Forestry and Business
Lincoln Sudbury Regional High School 1970 — 1974
Cody McCollom's NYLIFE Securities LLC Experience September 2011 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC September 2011 - Present
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company November 2013 - May 2014
Premier Nationwide January 2010 - September 2010
Grandmark Of Oklahoma April 2002 - December 2009
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Lifetime Income..., Retirement Planning, Wealth Preservation..., Retirement, Mutual Funds, Fixed Annuities, Small Business, Term Life Insurance, Leadership, Financial Services, Business Planning
Education
Oklahoma State University
University of Central Oklahoma
Edmond Memorial
NYLIFE Securities LLC September 2011 - Present
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company November 2013 - May 2014
Premier Nationwide January 2010 - September 2010
Grandmark Of Oklahoma April 2002 - December 2009
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Investments, IRA Rollovers, Licensed in Long Term..., Life Insurance, Lifetime Income..., Retirement Planning, Wealth Preservation..., Retirement, Mutual Funds, Fixed Annuities, Small Business, Term Life Insurance, Leadership, Financial Services, Business Planning
Education
Oklahoma State University
University of Central Oklahoma
Edmond Memorial
Peter Rothe's NYLIFE Securities LLC Experience March 2002 - February 2009
Job Managing Sales Director at MetLife
Industry Financial Services
Experience
MetLife June 2014 - Present
New York Life Insurance Company March 2009 - June 2014
NYLIFE Securities LLC March 2002 - February 2009
Ricoh Business Solutions September 2001 - February 2002
TCH Corporate Services September 2000 - August 2001
Office Max August 1990 - August 2000
US Army May 1981 - July 1990
Skills
Insurance, Life Insurance, Sales, Entrepreneurship, Investments, Leadership, Recruiting, Training, CRM, Retirement, Thought Leadership, Financial Services, Time Management, Financial Recruiting, Interviews, Retirement Planning, Communication, Interviewing, Mergers & Acquisitions, Fixed Annuities, Hands On Leader, Multi Tasking Skills, Term Life Insurance, Estate Conservation...
Education
The University of New Mexico 1981 — 1983
Bachelor of Business Administration (BBA), Marketing
New Mexico Military Institute 1979 — 1981
Associate of Arts (A.A.), Business/Commerce, General
MetLife June 2014 - Present
New York Life Insurance Company March 2009 - June 2014
NYLIFE Securities LLC March 2002 - February 2009
Ricoh Business Solutions September 2001 - February 2002
TCH Corporate Services September 2000 - August 2001
Office Max August 1990 - August 2000
US Army May 1981 - July 1990
Skills
Insurance, Life Insurance, Sales, Entrepreneurship, Investments, Leadership, Recruiting, Training, CRM, Retirement, Thought Leadership, Financial Services, Time Management, Financial Recruiting, Interviews, Retirement Planning, Communication, Interviewing, Mergers & Acquisitions, Fixed Annuities, Hands On Leader, Multi Tasking Skills, Term Life Insurance, Estate Conservation...
Education
The University of New Mexico 1981 — 1983
Bachelor of Business Administration (BBA), Marketing
New Mexico Military Institute 1979 — 1981
Associate of Arts (A.A.), Business/Commerce, General
Gillian Hopkins's NYLIFE Securities LLC Experience December 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2000 - Present
AVMA GHLIT 2005 - 2013
American Express Financial Advisors November 1999 - December 2002
Skills
Accounting, Analysis, Disability Insurance, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Retirement, Retirement Planning, Sales, Securities, Tax, Term Life Insurance, Life Insurance
Education
Muhlenberg College 1995 — 1999
History and Art History
McDonogh School
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2000 - Present
AVMA GHLIT 2005 - 2013
American Express Financial Advisors November 1999 - December 2002
Skills
Accounting, Analysis, Disability Insurance, Finance, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, IRAs, Insurance, Investments, Retirement, Retirement Planning, Sales, Securities, Tax, Term Life Insurance, Life Insurance
Education
Muhlenberg College 1995 — 1999
History and Art History
McDonogh School
Steven Hauser Steven Hauser's NYLIFE Securities LLC Experience December 2012 - Present
Job Financial Services Professional at Nylife Securities
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - November 2012
Tires Plus 2006 - 2010
Gleasons 2003 - 2004
Skills
Retirement Planning, Insurance, Retirement, Financial Advisory, 401k, Strategic Financial..., Life Insurance, 401k Rollovers, Investments, Estate Planning, Term Life Insurance, Risk Management, Financial Services, Wealth Preservation..., wealth transfer..., 401k rollo, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Education Funding..., Estate Pl, Personal Finance, Public Speaking, Supplements to Employee..., Small Business, Succession Planning, Problem Solving, Networking, Key Person Insurance, Grandchild Gifting, Gifting Strategies, Legacy Planning, Variable Annuities, Financial Planning
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eastview High School 2001 — 2004
High School, General
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - November 2012
Tires Plus 2006 - 2010
Gleasons 2003 - 2004
Skills
Retirement Planning, Insurance, Retirement, Financial Advisory, 401k, Strategic Financial..., Life Insurance, 401k Rollovers, Investments, Estate Planning, Term Life Insurance, Risk Management, Financial Services, Wealth Preservation..., wealth transfer..., 401k rollo, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Communication, Education Funding..., Estate Pl, Personal Finance, Public Speaking, Supplements to Employee..., Small Business, Succession Planning, Problem Solving, Networking, Key Person Insurance, Grandchild Gifting, Gifting Strategies, Legacy Planning, Variable Annuities, Financial Planning
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eastview High School 2001 — 2004
High School, General
Rose Gentile Rose Gentile's NYLIFE Securities LLC Experience November 1993 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) August 2002 - Present
NYLIFE Securities LLC November 1993 - Present
New York Life Insurance Company January 1986 - Present
Skills
Insurance, Estate Planning, Retirement Planning, Multi-generational..., Protection..., Key Person Protection, Investments, Annuity Sales, Retirement, 401k Rollovers, Licensed Life Insurance..., Long-term Care, Gifting Strategies, Life Insurance, Legacies, Multi-generational..., Protection Planning, Social Media Marketing, Small Business, Asset Protection, Buy-sell Agreements, Business Insurance..., Business Succession..., Education Funding..., Grandchild Gifting, IRA Rollovers, Supplements to Employee..., Personal Finance, Wealth Preservation..., Business Development, Building Relationships, Business Exit Strategy, Charitable Giving, Long Term Care Insurance, IRAs
Education
Northern Virginia Community College
Eagle Strategies, LLC (New York Life Company) August 2002 - Present
NYLIFE Securities LLC November 1993 - Present
New York Life Insurance Company January 1986 - Present
Skills
Insurance, Estate Planning, Retirement Planning, Multi-generational..., Protection..., Key Person Protection, Investments, Annuity Sales, Retirement, 401k Rollovers, Licensed Life Insurance..., Long-term Care, Gifting Strategies, Life Insurance, Legacies, Multi-generational..., Protection Planning, Social Media Marketing, Small Business, Asset Protection, Buy-sell Agreements, Business Insurance..., Business Succession..., Education Funding..., Grandchild Gifting, IRA Rollovers, Supplements to Employee..., Personal Finance, Wealth Preservation..., Business Development, Building Relationships, Business Exit Strategy, Charitable Giving, Long Term Care Insurance, IRAs
Education
Northern Virginia Community College
Celeste Garrett Celeste Garrett's NYLIFE Securities LLC Experience March 2011 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities, LLC March 2011 - Present
NYLIFE Securities LLC March 2011 - Present
Aflac September 2009 - July 2011
Chicago Public Schools January 2004 - September 2009
Chicago Tribune January 1997 - January 2004
Chicago Sun-Times January 1995 - January 1997
Chicago Sun-Times January 1990 - January 1995
The St. Louis Sun June 1989 - May 1990
The Kansas City Star December 1987 - December 1989
Skills
Retirement Planning, 401k Rollovers, College Funding, Family Protection, Personal Financial...
Education
Northwestern University - Kellogg School of Management 1992 — 1992
Fellowship, Newspaper Management
University of Missouri-Columbia 1979 — 1983
Bachelor of Journalism
New York Life Insurance Company April 2014 - Present
NYLIFE Securities, LLC March 2011 - Present
NYLIFE Securities LLC March 2011 - Present
Aflac September 2009 - July 2011
Chicago Public Schools January 2004 - September 2009
Chicago Tribune January 1997 - January 2004
Chicago Sun-Times January 1995 - January 1997
Chicago Sun-Times January 1990 - January 1995
The St. Louis Sun June 1989 - May 1990
The Kansas City Star December 1987 - December 1989
Skills
Retirement Planning, 401k Rollovers, College Funding, Family Protection, Personal Financial...
Education
Northwestern University - Kellogg School of Management 1992 — 1992
Fellowship, Newspaper Management
University of Missouri-Columbia 1979 — 1983
Bachelor of Journalism
Joebert Chiong Joebert Chiong's NYLIFE Securities LLC Experience May 2010 - Present
Job Registered Representative at NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
John Hancock Financial Services January 2009 - April 2010
Skills
401k Rollovers, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-sell Agreements, Education Funding..., Grandchild Gifting, Income Protection, Investments, Key Person Protection, Legacy Planning, LGBT Planning, Licensed in Long Term..., Licensed Life and..., Multi-generational..., Multi-generational..., Personal Finance, Retirement Income..., Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Business Development, Business Networking, Creative Problem Solving, Customer Relations, New Business Development, Team Building
Education
University of Santo Tomas 1982 — 1986
A.B. Philosophy, Humanities
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - Present
John Hancock Financial Services January 2009 - April 2010
Skills
401k Rollovers, Asset Protection, Business Exit Strategy, Business Insurance..., Buy-sell Agreements, Education Funding..., Grandchild Gifting, Income Protection, Investments, Key Person Protection, Legacy Planning, LGBT Planning, Licensed in Long Term..., Licensed Life and..., Multi-generational..., Multi-generational..., Personal Finance, Retirement Income..., Small Business, Succession Planning, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Business Development, Business Networking, Creative Problem Solving, Customer Relations, New Business Development, Team Building
Education
University of Santo Tomas 1982 — 1986
A.B. Philosophy, Humanities
Matt Turco Matt Turco's NYLIFE Securities LLC Experience April 2003 - Present
Job New York Life Insurance Company Agent
Industry Financial Services
Experience
NYLIFE Securities, LLC April 2003 - Present
Narragansett Chamber of Commerce Board of Directors 2013 - 2015
Town of Narragansett Pension Board 2013 - 2015
New York Life Insurance March 2008 - April 2010
The Atlantic Cafe June 1991 - December 2002
Skills
Life Insurance..., Retirement Planning, Estate Planning, Life Insurance, Retirement, IRA Rollovers, Insurance, Annuity Sales, 401k Rollovers, Wealth Preservation..., Investments, Term Life Insurance, Wealth Transfer..., Financial Services, Licensed in Long-Term..., Key Person Insurance, Buy/Sell, Deferred Compensation, Split Dollar, Permanent Life Insurance, Education Funding..., Whole Life Insurance, Business Succession..., Buy-sell Agreements, Gifting Strategies, Asset Protection, Legacy Planning, Licensed Life Insurance..., Multi-generational..., Succession Planning, Supplements to Employee..., Busines Exit Strategy, Business Insurance..., Protection Planning /..., Customer Service
Education
Niagara University 1987 — 1991
Narragansett High School 1983 — 1986
NYLIFE Securities, LLC April 2003 - Present
Narragansett Chamber of Commerce Board of Directors 2013 - 2015
Town of Narragansett Pension Board 2013 - 2015
New York Life Insurance March 2008 - April 2010
The Atlantic Cafe June 1991 - December 2002
Skills
Life Insurance..., Retirement Planning, Estate Planning, Life Insurance, Retirement, IRA Rollovers, Insurance, Annuity Sales, 401k Rollovers, Wealth Preservation..., Investments, Term Life Insurance, Wealth Transfer..., Financial Services, Licensed in Long-Term..., Key Person Insurance, Buy/Sell, Deferred Compensation, Split Dollar, Permanent Life Insurance, Education Funding..., Whole Life Insurance, Business Succession..., Buy-sell Agreements, Gifting Strategies, Asset Protection, Legacy Planning, Licensed Life Insurance..., Multi-generational..., Succession Planning, Supplements to Employee..., Busines Exit Strategy, Business Insurance..., Protection Planning /..., Customer Service
Education
Niagara University 1987 — 1991
Narragansett High School 1983 — 1986
Katia Stiefel, LUTCF's NYLIFE Securities LLC Experience June 2007 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2007 - Present
David Levine, CPA September 2000 - November 2007
Harvard University August 1992 - December 1997
Education
Harvard ExtensioSchool 1995 — 1996
Accounting and Finance
Newbury College 1994 — 1996
Business Administration
NYLIFE Securities LLC June 2007 - Present
David Levine, CPA September 2000 - November 2007
Harvard University August 1992 - December 1997
Education
Harvard ExtensioSchool 1995 — 1996
Accounting and Finance
Newbury College 1994 — 1996
Business Administration
Scott Hacker Scott Hacker's NYLIFE Securities LLC Experience September 2010 - Present
Job Dedicated Financial Services Professional helping business owners and individuals coordinate their financial plans.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2010 - Present
Mars National Bank March 2003 - April 2010
Wolfe Metal/Saxon Turf 1998 - 2003
PNC Bank 1993 - 1998
Century National Bank March 1986 - June 1993
Skills
Investments, Leadership, Small Business, Financial Services, Estate Planning, 401k Rollovers, Business Insurance..., Business Succession..., Business Networking, Education Funding..., Gifting Strategies, IRA Rollovers, Annuity Sales, Life Insurance, Lifetime Income..., Life Insurance..., Personal Finance, Retirement Planning, Seminar Marketing, Wealth Preservation..., Charitable Giving, Securities, Sales, Customer Service, Retirement
Education
Penn State University 1981 — 1985
B.S., Finance
Western Beaver High School
NYLIFE Securities LLC September 2010 - Present
Mars National Bank March 2003 - April 2010
Wolfe Metal/Saxon Turf 1998 - 2003
PNC Bank 1993 - 1998
Century National Bank March 1986 - June 1993
Skills
Investments, Leadership, Small Business, Financial Services, Estate Planning, 401k Rollovers, Business Insurance..., Business Succession..., Business Networking, Education Funding..., Gifting Strategies, IRA Rollovers, Annuity Sales, Life Insurance, Lifetime Income..., Life Insurance..., Personal Finance, Retirement Planning, Seminar Marketing, Wealth Preservation..., Charitable Giving, Securities, Sales, Customer Service, Retirement
Education
Penn State University 1981 — 1985
B.S., Finance
Western Beaver High School
Matt Schernikau Matt Schernikau's NYLIFE Securities LLC Experience August 2012 - May 2013
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2013 - Present
Premium Properties, Inc June 2007 - Present
NYLIFE Securities, LLC August 2012 - May 2013
Western Fraternal Life Association August 1992 - August 2012
Skills
Team Building, Sales Management, Hands on Leader, Interviewing Skills, Recruiting, College Recruiting, Training, Financial Recruiting, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Securities, Finance, IRAs, Financial Services, Insurance, Retirement, 401k, Retirement Planning, Fixed Annuities, Public Speaking
Education
Nebraska Wesleyan University 1987 — 1991
Bachelor of Science (BS), Finance
Raymond Central
New York Life Insurance Company June 2013 - Present
Premium Properties, Inc June 2007 - Present
NYLIFE Securities, LLC August 2012 - May 2013
Western Fraternal Life Association August 1992 - August 2012
Skills
Team Building, Sales Management, Hands on Leader, Interviewing Skills, Recruiting, College Recruiting, Training, Financial Recruiting, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Securities, Finance, IRAs, Financial Services, Insurance, Retirement, 401k, Retirement Planning, Fixed Annuities, Public Speaking
Education
Nebraska Wesleyan University 1987 — 1991
Bachelor of Science (BS), Finance
Raymond Central
Harrison Bowlin Harrison Bowlin's NYLIFE Securities LLC Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
NYLIFE Securities LLC 2011 - Present
CEI Construction June 2007 - June 2009
Best Western on The Lake June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Skills
Financial Planning, Financial Analysis, Microsoft Excel, Customer Service, Investments, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Fixed Annuities, Mutual Funds, Insurance, Forecasting, Portfolio Management, Retirement, Time Management, Social Networking, Sales, Budgets, Public Speaking, Asset Managment, Retirement Planning, Finance, Accounting, Strategic Financial..., Long Term Care Insurance, Access, IRAs, Roth IRA, 401k Rollovers, Estate Planning, Financial Planners, Variable Annuities
Education
Radford University 2007 — 2011
Bachelor of Business Administration, Management, Finance, and Economics
Radford University - College of Business and Economics 2007 — 2011
BBA, Finance, Management, Economics
New York Life Insurance Company July 2011 - Present
NYLIFE Securities LLC 2011 - Present
CEI Construction June 2007 - June 2009
Best Western on The Lake June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Lake Motel and Efficiencies June 2004 - January 2008
Skills
Financial Planning, Financial Analysis, Microsoft Excel, Customer Service, Investments, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Fixed Annuities, Mutual Funds, Insurance, Forecasting, Portfolio Management, Retirement, Time Management, Social Networking, Sales, Budgets, Public Speaking, Asset Managment, Retirement Planning, Finance, Accounting, Strategic Financial..., Long Term Care Insurance, Access, IRAs, Roth IRA, 401k Rollovers, Estate Planning, Financial Planners, Variable Annuities
Education
Radford University 2007 — 2011
Bachelor of Business Administration, Management, Finance, and Economics
Radford University - College of Business and Economics 2007 — 2011
BBA, Finance, Management, Economics
Sandra Mazzola's NYLIFE Securities LLC Experience May 2010 - Present
Job Financial Services Professional at New York Life, passionate about helping people take action on their financial future
Industry Financial Services
Experience
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company March 2007 - Present
Creative Control August 2005 - March 2007
Skills
Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Estate Planning, Strategy, 401k Rollovers, Notary Public, Long Term Care Insurance, Life Insurance, Protection Planning, Family Security
Education
Hesser College 2000 — 2005
Bachelor of Applied Science (BASc)
Newton North High School 1997 — 2000
High School Diploma
Watertown Public Schools 1996 — 1997
Bachelor of Science, criminal justice
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company March 2007 - Present
Creative Control August 2005 - March 2007
Skills
Retirement, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Estate Planning, Strategy, 401k Rollovers, Notary Public, Long Term Care Insurance, Life Insurance, Protection Planning, Family Security
Education
Hesser College 2000 — 2005
Bachelor of Applied Science (BASc)
Newton North High School 1997 — 2000
High School Diploma
Watertown Public Schools 1996 — 1997
Bachelor of Science, criminal justice
Thomas Hubbard Thomas Hubbard's NYLIFE Securities LLC Experience January 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company April 2013 - Present
Southeast Kansas Interlocal #637 August 1999 - May 2012
Skills
Insurance, Investments, Small Business, Key Person Protection, Retirement planning, Retirement Planning
Education
Pittsburg State University 2003 — 2005
Master of Science (M.S.), Educational Leadership and Administration, General
Missouri Southern State University 1995 — 1998
Bachelor of Science (B.S.), K-12 Physical Education
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company April 2013 - Present
Southeast Kansas Interlocal #637 August 1999 - May 2012
Skills
Insurance, Investments, Small Business, Key Person Protection, Retirement planning, Retirement Planning
Education
Pittsburg State University 2003 — 2005
Master of Science (M.S.), Educational Leadership and Administration, General
Missouri Southern State University 1995 — 1998
Bachelor of Science (B.S.), K-12 Physical Education
Alphonso Brady, Jr.'s NYLIFE Securities LLC Experience July 2006 - January 2010
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company 2014 - September 2014
New York Life Insurance Company 2010 - 2014
NYLIFE Securities LLC July 2006 - January 2010
Skills
Communication, Interviewing, Multi-Tasking Skills, Recruiting, Leadership Training, Financial Recruiting
Education
Morehouse College
Bachelor of Science (B.S.), Physics, Mathematics, Enviromental Engineering
New York Life Insurance Company September 2014 - Present
New York Life Insurance Company 2014 - September 2014
New York Life Insurance Company 2010 - 2014
NYLIFE Securities LLC July 2006 - January 2010
Skills
Communication, Interviewing, Multi-Tasking Skills, Recruiting, Leadership Training, Financial Recruiting
Education
Morehouse College
Bachelor of Science (B.S.), Physics, Mathematics, Enviromental Engineering
Erik L. Hulbert, CLU®, ChFC®, LUTCF, CLTC Erik L. Hulbert, CLU®, ChFC®, LUTCF, CLTC's NYLIFE Securities LLC Experience August 2008 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2007 - Present
NYLIFE Securities, LLC August 2008 - Present
Linda Hulbert's Office, New York Life Agent June 2004 - December 2007
Skills
Annuity Sales
Education
Pacific Lutheran University 1994 — 1998
Bachelor's Degree, Chinese Studies
West Valley High School 1990 — 1994
New York Life Insurance Company December 2007 - Present
NYLIFE Securities, LLC August 2008 - Present
Linda Hulbert's Office, New York Life Agent June 2004 - December 2007
Skills
Annuity Sales
Education
Pacific Lutheran University 1994 — 1998
Bachelor's Degree, Chinese Studies
West Valley High School 1990 — 1994
Aaron N. Jones, CLTC's NYLIFE Securities LLC Experience March 2011 - Present
Job Helping Agents build their Financial Services Practice by helping one person at a time.
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC March 2011 - Present
Eat With Us and Sweet Peppers Franchise Systems June 2004 - February 2011
US Army February 2000 - May 2004
Skills
Wealth Preservation..., Asset Prote, Protection Planning, Family Security, Insurance, Key Person Protection, Estate Planning, Leadership, Finance, Analysis, Retirement, Marketing, Sales, Investments, Retirement Planning, Time Management, Life Insurance, Fixed Annuities, Financial Services, Series 6, Term Life Insurance, Long Term Care Insurance, Series 63, Disability Insurance, Multi-generational..., Uniform Combined State..., Securities, Mutual Funds, Training, Recruiting, Long-term Care, Plannning, Microsoft Office
Education
Mississippi State University 2006 — 2009
A.B., Psychology
The American College
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC March 2011 - Present
Eat With Us and Sweet Peppers Franchise Systems June 2004 - February 2011
US Army February 2000 - May 2004
Skills
Wealth Preservation..., Asset Prote, Protection Planning, Family Security, Insurance, Key Person Protection, Estate Planning, Leadership, Finance, Analysis, Retirement, Marketing, Sales, Investments, Retirement Planning, Time Management, Life Insurance, Fixed Annuities, Financial Services, Series 6, Term Life Insurance, Long Term Care Insurance, Series 63, Disability Insurance, Multi-generational..., Uniform Combined State..., Securities, Mutual Funds, Training, Recruiting, Long-term Care, Plannning, Microsoft Office
Education
Mississippi State University 2006 — 2009
A.B., Psychology
The American College
Curtis J. Gray Curtis J. Gray's NYLIFE Securities LLC Experience June 2010 - May 2012
Job IT Manager at Gregory, Inc
Industry Industrial Automation
Experience
Gregory, Inc September 2015 - Present
Caresoft Global Inc November 2013 - August 2015
Control Vision Corporation June 2012 - August 2015
Gray Consulting January 1989 - August 2015
Boy Scouts of America September 2005 - December 2012
New York Life Insurance Company June 2010 - May 2012
NYLIFE Securities LLC June 2010 - May 2012
Uni Central HDD November 2008 - June 2010
Finco Inc January 2000 - March 2008
Machinery Technology, Inc. December 1996 - November 1999
Skills
Strategic Planning, Business Analysis, Budget Management, Software Project..., Communication Written, Oral Communications, Technical Presentations, Sales Presentations, Insurance, Mutual Funds, Technical Architecture, Information Architecture, Business Systems..., Process Engineering, Web Development, ERP, MRP, CRM software, Application Development, Executive Management, Strategic Consulting, Network Architecture, Indutrial Automation, Budgets, CRM, Leadership, Manufacturing, Start-ups, Management, Sales, Project Planning, Business Planning, Customer Service, Public Speaking, Software Development, Training, Program Management, Team Building
Education
The University of Memphis 1994 — 1995
BS Candidate, Computer Science
Pittsburg State University 1980 — 1982
AS, Information Systems
Franklin Technical School 1974 — 1976
VoTech Certificate, Electronics
Parkwood High School
Gregory, Inc September 2015 - Present
Caresoft Global Inc November 2013 - August 2015
Control Vision Corporation June 2012 - August 2015
Gray Consulting January 1989 - August 2015
Boy Scouts of America September 2005 - December 2012
New York Life Insurance Company June 2010 - May 2012
NYLIFE Securities LLC June 2010 - May 2012
Uni Central HDD November 2008 - June 2010
Finco Inc January 2000 - March 2008
Machinery Technology, Inc. December 1996 - November 1999
Skills
Strategic Planning, Business Analysis, Budget Management, Software Project..., Communication Written, Oral Communications, Technical Presentations, Sales Presentations, Insurance, Mutual Funds, Technical Architecture, Information Architecture, Business Systems..., Process Engineering, Web Development, ERP, MRP, CRM software, Application Development, Executive Management, Strategic Consulting, Network Architecture, Indutrial Automation, Budgets, CRM, Leadership, Manufacturing, Start-ups, Management, Sales, Project Planning, Business Planning, Customer Service, Public Speaking, Software Development, Training, Program Management, Team Building
Education
The University of Memphis 1994 — 1995
BS Candidate, Computer Science
Pittsburg State University 1980 — 1982
AS, Information Systems
Franklin Technical School 1974 — 1976
VoTech Certificate, Electronics
Parkwood High School
Laird Smith CLU, ChFC, LUTCF, CLTC, CLF, MSFS Laird Smith CLU, ChFC, LUTCF, CLTC, CLF, MSFS's NYLIFE Securities LLC Experience May 1990 - May 1993
Job Senior Director of Development
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) May 2009 - Present
New York Life Insurance Company June 1993 - Present
NYLIFE Securities LLC May 1990 - May 1993
New York Life Insurance Company November 1988 - May 1990
Dun & Bradstreet 1974 - 1988
Skills
Insurance, Long Term Care Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Estate Planning, Training, College Savings Plans, Long-term Care, 401k Rollovers, Wealth Preservation..., IRAs, Leadership, Retirement Plan..., CLU, Coaching, Management, Strategic Planning, Public Speaking, Business Development
Education
Oregon State University
B.S., Business, Marketing & Management
The American College
MSFS, Insurance, Investments, Leadership
Eagle Strategies, LLC (New York Life Company) May 2009 - Present
New York Life Insurance Company June 1993 - Present
NYLIFE Securities LLC May 1990 - May 1993
New York Life Insurance Company November 1988 - May 1990
Dun & Bradstreet 1974 - 1988
Skills
Insurance, Long Term Care Insurance, Financial Services, Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Estate Planning, Training, College Savings Plans, Long-term Care, 401k Rollovers, Wealth Preservation..., IRAs, Leadership, Retirement Plan..., CLU, Coaching, Management, Strategic Planning, Public Speaking, Business Development
Education
Oregon State University
B.S., Business, Marketing & Management
The American College
MSFS, Insurance, Investments, Leadership
Ciro Saverino Ciro Saverino's NYLIFE Securities LLC Experience February 2011 - Present
Job Dedicated Financial Professional with New York Life serving business owners, retirees and families in Monmouth County
Industry Insurance
Experience
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company February 2011 - Present
Paramount Realty Services September 2005 - February 2010
Skills
Insurance, Loans, Small Business, Finance, Mortgage Lending, Retirement, Long-term Care, Disability Insurance, Sales, Real Estate, Fixed Annuities, Investments, Whole Life, Long Term Care Insurance, Licensed Life & Health..., Variable Annuities, Licensed Life Insurance..., Portfolio Management, Financial Services, Investment Properties
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Banking and Finance
St. John's University 1977 — 1981
Bachelor of Science, Computer Science, Cum Laude
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company February 2011 - Present
Paramount Realty Services September 2005 - February 2010
Skills
Insurance, Loans, Small Business, Finance, Mortgage Lending, Retirement, Long-term Care, Disability Insurance, Sales, Real Estate, Fixed Annuities, Investments, Whole Life, Long Term Care Insurance, Licensed Life & Health..., Variable Annuities, Licensed Life Insurance..., Portfolio Management, Financial Services, Investment Properties
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Banking and Finance
St. John's University 1977 — 1981
Bachelor of Science, Computer Science, Cum Laude
Mark A. Ligambi's NYLIFE Securities LLC Experience August 2009 - April 2013
Job Sales Director at Pinnacle Financial Services, Inc.
Industry Financial Services
Experience
Pinnacle Financial Services, Inc. April 2013 - Present
NYLIFE Securities LLC August 2009 - April 2013
Active Entertainment Group Ltd. August 2007 - August 2009
Skills
Financial Services, Social Networking, Life Insurance, Strategy, Maintaining Client..., Medicare Marketing, Medicare Supplement, Medicare Advantage, Medicare Prescription..., Buy-sell Agreements, Event Management, Sales, Medicare, Fixed Annuities, CRM, Retirement Planning, Insurance, Leadership, Disability Insurance, Long-term Care, Strategic Financial..., Financial Planning
Education
Villanova University 2007 — 2009
Bachelors Of Science: Business Administration, Marketing
Palm Beach Community College 2005 — 2007
Associates in the Arts of Business Administration, Marketing
Pinnacle Financial Services, Inc. April 2013 - Present
NYLIFE Securities LLC August 2009 - April 2013
Active Entertainment Group Ltd. August 2007 - August 2009
Skills
Financial Services, Social Networking, Life Insurance, Strategy, Maintaining Client..., Medicare Marketing, Medicare Supplement, Medicare Advantage, Medicare Prescription..., Buy-sell Agreements, Event Management, Sales, Medicare, Fixed Annuities, CRM, Retirement Planning, Insurance, Leadership, Disability Insurance, Long-term Care, Strategic Financial..., Financial Planning
Education
Villanova University 2007 — 2009
Bachelors Of Science: Business Administration, Marketing
Palm Beach Community College 2005 — 2007
Associates in the Arts of Business Administration, Marketing
Sarah Niemeyer's NYLIFE Securities LLC Experience April 2013 - October 2014
Job Finance Associate, Management Reporting at Kellogg Company
Industry Financial Services
Experience
Kellogg Company October 2014 - Present
NYLife Securities LLC April 2013 - October 2014
New York Life Insurance Company December 2012 - October 2014
Buffalo Wild Wings May 2011 - December 2012
Damon's Grill October 2006 - August 2011
Bay Harbor Marina September 2010 - March 2011
Skills
401k Rollovers, Key Person Protection, Estate Planning, Licensed Life & Health..., Annuity Sales, Protection..., Multi Tasking, Multi-generational..., Gifting Strategies, Wealth Preservation..., Employee Benefits
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwood University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Caledonia High Scool 2002 — 2006
Kellogg Company October 2014 - Present
NYLife Securities LLC April 2013 - October 2014
New York Life Insurance Company December 2012 - October 2014
Buffalo Wild Wings May 2011 - December 2012
Damon's Grill October 2006 - August 2011
Bay Harbor Marina September 2010 - March 2011
Skills
401k Rollovers, Key Person Protection, Estate Planning, Licensed Life & Health..., Annuity Sales, Protection..., Multi Tasking, Multi-generational..., Gifting Strategies, Wealth Preservation..., Employee Benefits
Education
Northwood University - Richard DeVos Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwood University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Caledonia High Scool 2002 — 2006
Donald Hart's NYLIFE Securities LLC Experience November 2014 - Present
Job Dedicated Agent Growing Hampton Roads with New York Life
Industry Insurance
Experience
NYLIFE Securities LLC November 2014 - Present
New York Life Insurance Company September 2014 - Present
Energen of Virginia September 2010 - June 2014
Skills
Retirement Planning, Investments, Finance, Estate Planning, Customer Service, Retirement, Small Business, Insurance, Social Media, Life Insurance, Office Management, Time Management, Outlook, Administrative..., Data Entry, Public Speaking, Office Administration, 401k Rollovers, Education Funding..., Grandchild Gifting, Legacies, Protection Planning/..., Wealth Preservation..., Networking, Account Management, Sales
Education
Old Dominion University 2009 — 2014
Bachelor of Science (B.S.), Criminal Justice and Corrections, 3.85 GPA
Ocean Lakes High School 2005 — 2009
Advanced Diploma, Math and Science Academy, 3.89 GPA
NYLIFE Securities LLC November 2014 - Present
New York Life Insurance Company September 2014 - Present
Energen of Virginia September 2010 - June 2014
Skills
Retirement Planning, Investments, Finance, Estate Planning, Customer Service, Retirement, Small Business, Insurance, Social Media, Life Insurance, Office Management, Time Management, Outlook, Administrative..., Data Entry, Public Speaking, Office Administration, 401k Rollovers, Education Funding..., Grandchild Gifting, Legacies, Protection Planning/..., Wealth Preservation..., Networking, Account Management, Sales
Education
Old Dominion University 2009 — 2014
Bachelor of Science (B.S.), Criminal Justice and Corrections, 3.85 GPA
Ocean Lakes High School 2005 — 2009
Advanced Diploma, Math and Science Academy, 3.89 GPA
George Seide George Seide'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 December 2010 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Estate Planning, Fixed Annuities, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Mutual Funds, Permanent Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Risk Management, Supplement to Employee..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance
Education
Nassau Community College 1992 — 1997
Associate's degree, Finance and Financial Management Services
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company December 2010 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Estate Planning, Fixed Annuities, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-generational..., Mutual Funds, Permanent Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Risk Management, Supplement to Employee..., Term Life Insurance, Universal Life, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Whole Life Insurance
Education
Nassau Community College 1992 — 1997
Associate's degree, Finance and Financial Management Services
Paul R. Holman, LUTCF®'s NYLIFE Securities LLC Experience December 2009 - Present
Job Financial Services Professional | NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company March 2009 - Present
Skills
Licensed Life Insurance..., LUTCF, Insurance, Annuity Sales, 401(k) Rollovers, Protection..., Key Person Protection, Estate Planning, Wealth Preservation..., Legacies, Thought Leadership, Time Management, Multi-Tasking Skills
Education
The American College 2011 — 2012
Life Underwriter Training Council Fellow, LUTCF®
Old Dominion University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company March 2009 - Present
Skills
Licensed Life Insurance..., LUTCF, Insurance, Annuity Sales, 401(k) Rollovers, Protection..., Key Person Protection, Estate Planning, Wealth Preservation..., Legacies, Thought Leadership, Time Management, Multi-Tasking Skills
Education
The American College 2011 — 2012
Life Underwriter Training Council Fellow, LUTCF®
Old Dominion University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Colin Brady's NYLIFE Securities LLC Experience June 2011 - December 2013
Job Financial Advisor at The Greco Planning Group
Industry Financial Services
Experience
The Greco Planning Group 2015 - Present
Center for Wealth Preservation December 2013 - Present
NYLIFE Securities LLC June 2011 - December 2013
A1 Roofing May 2009 - May 2011
Skills
Retirement Planning, Protection..., Estate Planning, 401k Rollovers, Wealth Preservation..., Multi-generational..., Life Insurance, Insurance, Key Person Protection, Annuity Sales, IRAs, Wealth Management, Securities, Finance, Strategic Financial..., Financial Planning, Retirement
Education
Pace University - Lubin School of Business 2007 — 2011
BA, Management
Northport High School
The Greco Planning Group 2015 - Present
Center for Wealth Preservation December 2013 - Present
NYLIFE Securities LLC June 2011 - December 2013
A1 Roofing May 2009 - May 2011
Skills
Retirement Planning, Protection..., Estate Planning, 401k Rollovers, Wealth Preservation..., Multi-generational..., Life Insurance, Insurance, Key Person Protection, Annuity Sales, IRAs, Wealth Management, Securities, Finance, Strategic Financial..., Financial Planning, Retirement
Education
Pace University - Lubin School of Business 2007 — 2011
BA, Management
Northport High School
Kim Saffold Kim Saffold's NYLIFE Securities LLC Experience May 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2010 - Present
Northwestern Mutual February 2005 - March 2010
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Time Management, Multi-tasking Skills, Protection..., Wealth Preservation...
Education
Mount Mary College
NYLIFE Securities LLC May 2010 - Present
Northwestern Mutual February 2005 - March 2010
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Thought Leadership, Time Management, Multi-tasking Skills, Protection..., Wealth Preservation...
Education
Mount Mary College
Thomas Fields's NYLIFE Securities LLC Experience July 2008 - Present
Job Insight Wealth Strategies
Industry Financial Services
Experience
Insight Wealth Strategies August 2012 - Present
Eagle Strategies, LLC July 2012 - Present
NYLIFE Securities LLC July 2008 - Present
New York Life Insurance Company April 2008 - Present
Skills
Estate Planning, Legacies, Multi-generational..., Wealth Preservation..., Protection..., Key Person Protection, Multi-generational..., 401k Rollovers
Education
Franklin University
Financial Planning and Services
Northwest State Community College
Business Administration and Management, General
Insight Wealth Strategies August 2012 - Present
Eagle Strategies, LLC July 2012 - Present
NYLIFE Securities LLC July 2008 - Present
New York Life Insurance Company April 2008 - Present
Skills
Estate Planning, Legacies, Multi-generational..., Wealth Preservation..., Protection..., Key Person Protection, Multi-generational..., 401k Rollovers
Education
Franklin University
Financial Planning and Services
Northwest State Community College
Business Administration and Management, General
Ron M. Shirey Ron M. Shirey's NYLIFE Securities LLC Experience July 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company May 2012 - Present
Skills
Strategic Financial..., Fixed Annuities, Retirement Planning, Key Person Protection, Guaranteed Lifetime..., Life Insurance, Disability Insurance, Estate Planning, Financial Analysis, Long-term Care, Term Life Insurance, College Savings Plans, 401k Rollovers, Variable Life, 529 Plans, Variable Annuities, Personal Financial..., Qualified Retirement..., Retirement, Insurance, Financial Planning
Education
Northeastern State University 2008 — 2012
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company May 2012 - Present
Skills
Strategic Financial..., Fixed Annuities, Retirement Planning, Key Person Protection, Guaranteed Lifetime..., Life Insurance, Disability Insurance, Estate Planning, Financial Analysis, Long-term Care, Term Life Insurance, College Savings Plans, 401k Rollovers, Variable Life, 529 Plans, Variable Annuities, Personal Financial..., Qualified Retirement..., Retirement, Insurance, Financial Planning
Education
Northeastern State University 2008 — 2012
Garrett Marques Garrett Marques's NYLIFE Securities LLC Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company April 2014 - Present
Reed & Giordano June 2013 - December 2013
Boston Red Sox April 2006 - September 2012
Investor Advocacy Clinic August 2011 - May 2012
Suffolk University Law School 2009 - 2012
Harvard University June 2011 - November 2011
Emerging Companies Practicum January 2011 - May 2011
Skills
Legal Research, Research, Event Planning, Public Speaking, Legal Writing, Policy Analysis, Community Outreach, Westlaw, Social Media, Editing, Non-profits, Mediation, Microsoft Office, Fundraising, PowerPoint, 401k Rollovers, Business Planning, Income Protection, Investments, Mutual Funds, Personal Finance
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, Business Law
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Political Science
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company April 2014 - Present
Reed & Giordano June 2013 - December 2013
Boston Red Sox April 2006 - September 2012
Investor Advocacy Clinic August 2011 - May 2012
Suffolk University Law School 2009 - 2012
Harvard University June 2011 - November 2011
Emerging Companies Practicum January 2011 - May 2011
Skills
Legal Research, Research, Event Planning, Public Speaking, Legal Writing, Policy Analysis, Community Outreach, Westlaw, Social Media, Editing, Non-profits, Mediation, Microsoft Office, Fundraising, PowerPoint, 401k Rollovers, Business Planning, Income Protection, Investments, Mutual Funds, Personal Finance
Education
Suffolk University Law School 2009 — 2012
Juris Doctor, Business Law
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Political Science
Mark Pallack Mark Pallack's NYLIFE Securities LLC Experience March 2007 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance May 2007 - Present
NYLIFE Securities LLC March 2007 - Present
NYLIFE Securities LLC March 2000 - Present
Skills
401k Rollovers, Protection..., Wealth Preservation..., Thought Leadership, Investments, Retirement Planning, Financial Services, Fixed Annuities, Estate Planning, Retirement, Mutual Funds, Insurance, Long-term Care, Project Planning, Finance, Business Planning, Team Building, Securities, 401k, Term Life Insurance, Protection..., Liscenced in Long-term..., Business Insurance...
Education
Mount Saint Mary's College 1994 — 1998
New York Life Insurance May 2007 - Present
NYLIFE Securities LLC March 2007 - Present
NYLIFE Securities LLC March 2000 - Present
Skills
401k Rollovers, Protection..., Wealth Preservation..., Thought Leadership, Investments, Retirement Planning, Financial Services, Fixed Annuities, Estate Planning, Retirement, Mutual Funds, Insurance, Long-term Care, Project Planning, Finance, Business Planning, Team Building, Securities, 401k, Term Life Insurance, Protection..., Liscenced in Long-term..., Business Insurance...
Education
Mount Saint Mary's College 1994 — 1998
Kenny Price, Managing Partner at New York Life's NYLIFE Securities LLC Experience May 2008 - May 2010
Job I'm Hiring! Looking for Experienced Sales Professionals with a Background or Strong Interest in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2010 - August 2014
NYLIFE Securities LLC May 2008 - May 2010
United Healthcare Medicare Solutions, Arcadian, Coventry, Humana August 2007 - May 2008
HealthMarkets July 2006 - August 2007
Skills
Insurance, Sales, Financial Services, Retirement Planning, Leadership, Retirement, Finance, Recruiting, Life Insurance
Education
Rochester Institute of Technology 2000 — 2002
Psychology
Monroe Community College 1997 — 1999
A.A.S, Criminal Justice
Buckman Heights
Greece Olympia
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2010 - August 2014
NYLIFE Securities LLC May 2008 - May 2010
United Healthcare Medicare Solutions, Arcadian, Coventry, Humana August 2007 - May 2008
HealthMarkets July 2006 - August 2007
Skills
Insurance, Sales, Financial Services, Retirement Planning, Leadership, Retirement, Finance, Recruiting, Life Insurance
Education
Rochester Institute of Technology 2000 — 2002
Psychology
Monroe Community College 1997 — 1999
A.A.S, Criminal Justice
Buckman Heights
Greece Olympia
Dwight Schwartz Dwight Schwartz's NYLIFE Securities LLC Experience December 2011 - November 2014
Job Passionate Financial Services Professional... My vision is to equip people with the tools for their financial success.
Industry Financial Services
Experience
NYLIFE Securities, LLC December 2011 - November 2014
DRZ Brokerage 1999 - 2011
Salomon Brothers 1982 - 1999
GNP Commodites 1980 - 1982
Skills
Macro Asset Perspective..., Insurance, Life Insurance, Long Term Care Insurance
Education
Northern Illinois University 1975 — 1979
BS, Finance
Chicago Lakeview High School
NYLIFE Securities, LLC December 2011 - November 2014
DRZ Brokerage 1999 - 2011
Salomon Brothers 1982 - 1999
GNP Commodites 1980 - 1982
Skills
Macro Asset Perspective..., Insurance, Life Insurance, Long Term Care Insurance
Education
Northern Illinois University 1975 — 1979
BS, Finance
Chicago Lakeview High School
Harold Zazula Harold Zazula's NYLIFE Securities LLC Experience June 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
Sibson Consulting January 2007 - March 2011
Sibson Consulting June 1995 - March 2011
Sibson Consulting January 2003 - May 2006
Skills
Retirement Planning, Retirement, Risk Management, Life Insurance, Variable Annuities, College Savings Plans, IRAs, Rollovers, Pensions, Enrolled Actuary, Roth IRA, Defined Contribution, 401k, ERISA, Employee Benefits, License in Long Term..., Actuarial Science, Securities, Defined Benefit, Fixed Annuities, Retirement Plan..., Pension Funds
Education
City University of New York-Queens College 1991 — 1995
BA, magna cum laude, Mathematics, Economics, Business and Liberal Arts
NYLIFE Securities LLC June 2012 - Present
Sibson Consulting January 2007 - March 2011
Sibson Consulting June 1995 - March 2011
Sibson Consulting January 2003 - May 2006
Skills
Retirement Planning, Retirement, Risk Management, Life Insurance, Variable Annuities, College Savings Plans, IRAs, Rollovers, Pensions, Enrolled Actuary, Roth IRA, Defined Contribution, 401k, ERISA, Employee Benefits, License in Long Term..., Actuarial Science, Securities, Defined Benefit, Fixed Annuities, Retirement Plan..., Pension Funds
Education
City University of New York-Queens College 1991 — 1995
BA, magna cum laude, Mathematics, Economics, Business and Liberal Arts
John T. Skaltsas's NYLIFE Securities LLC Experience November 1998 - Present
Job Financial Service Professional at Skaltsas Insurance & Financial Services, Inc.
Industry Financial Services
Experience
Skaltsas Insurance & Financial Services, Inc. January 2003 - Present
New York Life Insurance Company November 1998 - Present
NYLIFE Securities LLC November 1998 - Present
Duff & Phelps 1996 - 1998
Skills
Fixed Annuities, Life Insurance, Estate Planning, Insurance, Long Term Care Insurance, Retirement Planning, Key Person Protection, Buy-sell Agreements, 401k Rollovers, Asset Protection, Protection Planning /..., Succession Planning, Multi-generational..., Licensed in Long Term..., Business Insurance..., Wealth Preservation..., Education Funding..., Annuity Sales, Business Succession..., Lifetime Income..., Whole Life Insurance
Education
Northern Illinois University 1990 — 1994
BS
Skaltsas Insurance & Financial Services, Inc. January 2003 - Present
New York Life Insurance Company November 1998 - Present
NYLIFE Securities LLC November 1998 - Present
Duff & Phelps 1996 - 1998
Skills
Fixed Annuities, Life Insurance, Estate Planning, Insurance, Long Term Care Insurance, Retirement Planning, Key Person Protection, Buy-sell Agreements, 401k Rollovers, Asset Protection, Protection Planning /..., Succession Planning, Multi-generational..., Licensed in Long Term..., Business Insurance..., Wealth Preservation..., Education Funding..., Annuity Sales, Business Succession..., Lifetime Income..., Whole Life Insurance
Education
Northern Illinois University 1990 — 1994
BS
Joseph LaMura Joseph LaMura's NYLIFE Securities LLC Experience July 2009 - Present
Job Financial Services Professional at NYLife Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2009 - Present
NYLife Securities, LLC July 2009 - Present
Skills
Derivatives, Operational Risk, Finance, Insurance, Mutual Funds, Investments, FINRA, Financial Services, IRAs, Equities, Securities, Capital Markets, Retirement, Asset Management, Securitization, Trading Systems, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Bonds, Fixed Income, Electronic Trading, Analysis, Back Office, Portfolio Management, Accounting, Retirement Planning, Microsoft Excel, Business Analysis, Loans, Bloomberg, Credit, Sales, Venture Capital, Financial Analysis, Asset Managment, Real Estate, Marketing, Series 7, Customer Service, Alternative Investments, Fixed Annuities, Financial Reporting, Valuation, Series 63, Strategic Financial..., Mergers & Acquisitions, Private Equity, Trading
Education
Nassau Community College
New York Life Insurance Company December 2009 - Present
NYLife Securities, LLC July 2009 - Present
Skills
Derivatives, Operational Risk, Finance, Insurance, Mutual Funds, Investments, FINRA, Financial Services, IRAs, Equities, Securities, Capital Markets, Retirement, Asset Management, Securitization, Trading Systems, Middle Office, Hedge Funds, Investment Banking, Prime Brokerage, Bonds, Fixed Income, Electronic Trading, Analysis, Back Office, Portfolio Management, Accounting, Retirement Planning, Microsoft Excel, Business Analysis, Loans, Bloomberg, Credit, Sales, Venture Capital, Financial Analysis, Asset Managment, Real Estate, Marketing, Series 7, Customer Service, Alternative Investments, Fixed Annuities, Financial Reporting, Valuation, Series 63, Strategic Financial..., Mergers & Acquisitions, Private Equity, Trading
Education
Nassau Community College
Christopher J. Pia's NYLIFE Securities LLC Experience November 2010 - Present
Job Financial Services Professional at Pinnacle Strategies Inc.
Industry Financial Services
Experience
Pinnacle Strategies Inc. August 2013 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company February 2008 - Present
New York Life Insurance Company February 2008 - May 2009
Skills
Insurance, Investments, Retirement Planning, Estate Planning, Financial Services, Public Speaking, Project Management, Social Media, Marketing Strategy, 401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer...
Education
Quinnipiac University 2005 — 2009
Entrepreneurship & Small Business Management
St. Joseph High School 2002 — 2005
Pinnacle Strategies Inc. August 2013 - Present
NYLIFE Securities LLC November 2010 - Present
New York Life Insurance Company February 2008 - Present
New York Life Insurance Company February 2008 - May 2009
Skills
Insurance, Investments, Retirement Planning, Estate Planning, Financial Services, Public Speaking, Project Management, Social Media, Marketing Strategy, 401(k) Rollovers, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Creative Problem Solving, Customer Satisfaction, Education Funding..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Generational..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Relationship Management, Succession Planning, Supplements to Employee..., Term Life Insurance, Time Management, Wealth Preservation..., Wealth Transfer...
Education
Quinnipiac University 2005 — 2009
Entrepreneurship & Small Business Management
St. Joseph High School 2002 — 2005
Nancy Kempe Nancy Kempe's NYLIFE Securities LLC Experience November 2013 - Present
Job Financial Services Representative at NYLIFE Securities LLC, (Member FINRA/SIPC)
Industry Financial Services
Experience
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company January 2012 - Present
Skills
Retirement Planning, College Funding, Gifting Strategies, Key Person Protection, Protection..., Retirement, Insurance, 401k Rollovers
Education
North Park University 1977 — 1979
Bachelor of Arts (B.A.), Music
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company January 2012 - Present
Skills
Retirement Planning, College Funding, Gifting Strategies, Key Person Protection, Protection..., Retirement, Insurance, 401k Rollovers
Education
North Park University 1977 — 1979
Bachelor of Arts (B.A.), Music
John Almon Jr. John Almon Jr.'s NYLIFE Securities LLC Experience January 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Skills
Investments, Life Insurance, Financial Services, 401 (k) Rollovers, Retirement, Gifting Strategies, IRA Rollovers, Multi-generational...
Education
Providence College 2007 — 2009
Bachelor of Science (BS), Finance
St. John's University 2005 — 2007
Finance
Bishop Hendricken High School 2001 — 2005
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Skills
Investments, Life Insurance, Financial Services, 401 (k) Rollovers, Retirement, Gifting Strategies, IRA Rollovers, Multi-generational...
Education
Providence College 2007 — 2009
Bachelor of Science (BS), Finance
St. John's University 2005 — 2007
Finance
Bishop Hendricken High School 2001 — 2005
James Closs James Closs's NYLIFE Securities LLC Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company January 2015 - Present
GEICO January 2014 - January 2015
Skills
Employee Benefits, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Business Succession..., Charitable Giving, Education Funding..., Grandchild Gifting, Income Protection, Key Person Protection, Legacy Planning, Licensed Life and..., Licensed in Long Term..., Multi-generational..., Permanent Life Insurance, Personal Finance, Retirement Planning, Supplements to Employee..., Investments, Mutual Funds, Customer Service, Insurance, Public Speaking
Education
New York Institute of Technology
Bachelor's degree, Mass Communication/Media Studies
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company January 2015 - Present
GEICO January 2014 - January 2015
Skills
Employee Benefits, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Business Succession..., Charitable Giving, Education Funding..., Grandchild Gifting, Income Protection, Key Person Protection, Legacy Planning, Licensed Life and..., Licensed in Long Term..., Multi-generational..., Permanent Life Insurance, Personal Finance, Retirement Planning, Supplements to Employee..., Investments, Mutual Funds, Customer Service, Insurance, Public Speaking
Education
New York Institute of Technology
Bachelor's degree, Mass Communication/Media Studies
Eric Guzzo Eric Guzzo's NYLIFE Securities LLC Experience April 2012 - Present
Job Associate Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company November 2011 - Present
Grober-Imbey Agency June 2008 - November 2011
Lighthouse Insurance June 2000 - June 2008
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Estate Planning, Annuities, Insurance Planning, Financial Planning, Buy-sell Agreements, Asset Protection, Long Term Care Insurance, Annuity Sales
Education
State University of New York College at Old Westbury 2000 — 2002
Business Administration and Management, General
Nassau Community College 1996 — 1999
Associates, Business Admin
New York Life Insurance Company September 2015 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company November 2011 - Present
Grober-Imbey Agency June 2008 - November 2011
Lighthouse Insurance June 2000 - June 2008
Skills
Insurance, Retirement Planning, Retirement, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Estate Planning, Annuities, Insurance Planning, Financial Planning, Buy-sell Agreements, Asset Protection, Long Term Care Insurance, Annuity Sales
Education
State University of New York College at Old Westbury 2000 — 2002
Business Administration and Management, General
Nassau Community College 1996 — 1999
Associates, Business Admin
Ryan Fletcher's NYLIFE Securities LLC Experience January 2013 - December 2014
Job Credit Analyst at Great Southern Bank
Industry Marketing and Advertising
Experience
Great Southern Bank January 2015 - Present
NYLIFE Securities LLC January 2013 - December 2014
New York Life Insurance Company January 2013 - December 2014
Tomorrow Digital Productions May 2005 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Stock Trading, Microsoft Excel, Customer Service, Social Media, Public Speaking, Windows, Strategic Financial..., Financial Markets, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Missouri State University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Great Southern Bank January 2015 - Present
NYLIFE Securities LLC January 2013 - December 2014
New York Life Insurance Company January 2013 - December 2014
Tomorrow Digital Productions May 2005 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Stock Trading, Microsoft Excel, Customer Service, Social Media, Public Speaking, Windows, Strategic Financial..., Financial Markets, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Licensed Life & Health..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Missouri State University 2009 — 2013
Bachelor of Science (B.S.), Marketing
Clint Scott Clint Scott's NYLIFE Securities LLC Experience 2014 - Present
Job Vice President & COO at tmg financial group llc
Industry Financial Services
Experience
tmg financial group llc 2015 - Present
NYLIFE Securities LLC 2014 - Present
New York Life Insurance Company 2013 - Present
Warner Bros. Television 2012 - 2013
CBS Television Distribution April 2012 - June 2012
NBCUniversal, Inc. May 2011 - March 2012
Paramount Pictures January 2011 - April 2011
NBCUniversal, Inc. September 2008 - October 2010
Skills
Financial Services, Strategic Financial..., Analysis, Investments, Finance, Retirement, Estate Planning, Insurance, Mutual Funds, Securities, IRAs, IRA Rollovers, Roth IRA, 401k, 401k Rollovers, Series 6, Series 63, Small Business, Buy-sell Agreements, Business Succession..., Business Exit Strategy, Employee Benefits, Supplements to Employee..., Key Person Protection, Annuity Sales, Fixed Annuities, Asset Allocation, Wealth Accumulation, Wealth Accumulation..., Wealth Management, Wealth Preservation..., Wealth Transfer..., Protection..., Retirement Planning, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Grandchild Gifting, Charitable Giving, Licensed Life Insurance..., Life Insurance, Whole Life, Universal Life, Term Life Insurance, Long Term Care Insurance, Time Management, Multi-tasking Skills, Thought Leadership, Sales
Education
New York University 2001 — 2003
Bachelor of Arts (B.A.)
tmg financial group llc 2015 - Present
NYLIFE Securities LLC 2014 - Present
New York Life Insurance Company 2013 - Present
Warner Bros. Television 2012 - 2013
CBS Television Distribution April 2012 - June 2012
NBCUniversal, Inc. May 2011 - March 2012
Paramount Pictures January 2011 - April 2011
NBCUniversal, Inc. September 2008 - October 2010
Skills
Financial Services, Strategic Financial..., Analysis, Investments, Finance, Retirement, Estate Planning, Insurance, Mutual Funds, Securities, IRAs, IRA Rollovers, Roth IRA, 401k, 401k Rollovers, Series 6, Series 63, Small Business, Buy-sell Agreements, Business Succession..., Business Exit Strategy, Employee Benefits, Supplements to Employee..., Key Person Protection, Annuity Sales, Fixed Annuities, Asset Allocation, Wealth Accumulation, Wealth Accumulation..., Wealth Management, Wealth Preservation..., Wealth Transfer..., Protection..., Retirement Planning, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Grandchild Gifting, Charitable Giving, Licensed Life Insurance..., Life Insurance, Whole Life, Universal Life, Term Life Insurance, Long Term Care Insurance, Time Management, Multi-tasking Skills, Thought Leadership, Sales
Education
New York University 2001 — 2003
Bachelor of Arts (B.A.)
Quentin Williams Quentin Williams's NYLIFE Securities LLC Experience February 2015 - Present
Job Financial Services Professional helping businesses and families achieve financial independence through planning
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company September 2013 - Present
Dillards September 2006 - August 2013
Foot Locker March 2005 - August 2006
Walmart August 1998 - January 2003
Skills
Insurance, Customer Satisfaction, Retirement, Small Business, Networking, Term Life Insurance, Permanent Life Insurance, Investments, 401k Rollovers, Mutual Funds, Estate Planning, Retirement Planning, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Education Funding..., Key Person Insurance, Life Insurance..., Problem Solving, Wealth Preservation..., Supplements to Employee..., Risk Management, Personal Finance, Licensed in Long Term..., Lifetime Income...
Education
Old Dominion University 2001 — 2004
Bachelor's degree, Occupational and Technical Studies Minor in Marketing
St. Augustine's College 1999 — 2001
James River High School 1996 — 1999
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company September 2013 - Present
Dillards September 2006 - August 2013
Foot Locker March 2005 - August 2006
Walmart August 1998 - January 2003
Skills
Insurance, Customer Satisfaction, Retirement, Small Business, Networking, Term Life Insurance, Permanent Life Insurance, Investments, 401k Rollovers, Mutual Funds, Estate Planning, Retirement Planning, Annuity Sales, Asset Protection, Building Relationships, Business Exit Strategy, Business Insurance..., Education Funding..., Key Person Insurance, Life Insurance..., Problem Solving, Wealth Preservation..., Supplements to Employee..., Risk Management, Personal Finance, Licensed in Long Term..., Lifetime Income...
Education
Old Dominion University 2001 — 2004
Bachelor's degree, Occupational and Technical Studies Minor in Marketing
St. Augustine's College 1999 — 2001
James River High School 1996 — 1999
Frazer Fernandes Frazer Fernandes's NYLIFE Securities LLC Experience September 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
Ohio Dominican University October 2013 - May 2015
Ohio Dominican University August 2011 - May 2015
NiSource November 2014 - April 2015
NiSource May 2014 - August 2014
Skills
Teamwork, Time Management, Leadership, Public Speaking, Retirement Planning, Problem Solving, Networking, Strategic Planning
Education
Ohio Dominican University 2011 — 2015
Bachelor’s Degree, Financial Planning and Services, 3.77/4.0
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
Ohio Dominican University October 2013 - May 2015
Ohio Dominican University August 2011 - May 2015
NiSource November 2014 - April 2015
NiSource May 2014 - August 2014
Skills
Teamwork, Time Management, Leadership, Public Speaking, Retirement Planning, Problem Solving, Networking, Strategic Planning
Education
Ohio Dominican University 2011 — 2015
Bachelor’s Degree, Financial Planning and Services, 3.77/4.0
Jamie Zunini Jamie Zunini's NYLIFE Securities LLC Experience March 2011 - February 2013
Job Project Manager at TGA Sports Foundation/TGA Premier Golf & Tennis
Industry Sports
Experience
TGA Sports Foundation June 2013 - Present
TGA Premier Junior Golf June 2013 - Present
TGA Premier Youth Tennis June 2013 - Present
NYLIFE Securities, LLC March 2011 - February 2013
Strategic Payroll Solutions April 2010 - June 2011
Student Athlete Advisory Committee May 2006 - May 2009
Notre Dame de Namur University August 2005 - May 2009
ASNDNU May 2007 - May 2008
Skills
Social Networking, Marketing, Retirement Planning, Investments, Asset Managment, Insurance, Series 7, Series 63, Series 6, Asset Management, Small Business, Management, Finance, Strategy, Life Insurance, Disability Insurance, Budgets, Integrated Marketing, Sales, Financial Analysis, Strategic Financial..., Leadership, Customer Service, Public Speaking, Social Media
Education
Notre Dame de Namur University 2005 — 2009
Bachelor of Science (B.S.), Finance & Marketing, Summa Cum Laude
Reno High School 2001 — 2005
TGA Sports Foundation June 2013 - Present
TGA Premier Junior Golf June 2013 - Present
TGA Premier Youth Tennis June 2013 - Present
NYLIFE Securities, LLC March 2011 - February 2013
Strategic Payroll Solutions April 2010 - June 2011
Student Athlete Advisory Committee May 2006 - May 2009
Notre Dame de Namur University August 2005 - May 2009
ASNDNU May 2007 - May 2008
Skills
Social Networking, Marketing, Retirement Planning, Investments, Asset Managment, Insurance, Series 7, Series 63, Series 6, Asset Management, Small Business, Management, Finance, Strategy, Life Insurance, Disability Insurance, Budgets, Integrated Marketing, Sales, Financial Analysis, Strategic Financial..., Leadership, Customer Service, Public Speaking, Social Media
Education
Notre Dame de Namur University 2005 — 2009
Bachelor of Science (B.S.), Finance & Marketing, Summa Cum Laude
Reno High School 2001 — 2005
Cedric Stout's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional helping families and business owners develop a sound financial strategy.
Industry Insurance
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company July 2014 - Present
Cedric Stout Music October 2011 - Present
Covenant Love Church October 2007 - June 2012
Skills
Public Speaking, Sales, Retirement Planning, Life Insurance..., Buy-Sell Arrangements, Education Funding..., Business Planning, Financial Services, Mutual Funds, 401k Rollovers, Variable Annuities, Marketing, PowerPoint, Social Networking
Education
The American College 2015 — 2017
ChFC - Chartered Financial Consultant
Montclair State University 2013 — 2014
Bachelor's Degree, Psychology
Methodist University 2003 — 2005
Associate of Arts, Organizational Communication
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company July 2014 - Present
Cedric Stout Music October 2011 - Present
Covenant Love Church October 2007 - June 2012
Skills
Public Speaking, Sales, Retirement Planning, Life Insurance..., Buy-Sell Arrangements, Education Funding..., Business Planning, Financial Services, Mutual Funds, 401k Rollovers, Variable Annuities, Marketing, PowerPoint, Social Networking
Education
The American College 2015 — 2017
ChFC - Chartered Financial Consultant
Montclair State University 2013 — 2014
Bachelor's Degree, Psychology
Methodist University 2003 — 2005
Associate of Arts, Organizational Communication
Christopher Manring's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Market America March 2012 - August 2014
Phoenix Communications, Inc. January 2005 - August 2014
Boat July 2013 - May 2014
Skills
Leadership, Networking, Customer Service, Account Management, Marketing, Team Leadership, Start-ups, New Business Development, Project Management, Management, Troubleshooting, Training, Sales, Asset Protection, Annuity Sales, Lifetime Income..., Life Insurance..., Business Insurance..., LGBT Planning, Multi-generational..., Grandchild Gifting, Financial Services
Education
Wachusett Regional High School 1998 — 2002
Mount Wachusett Community College
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Market America March 2012 - August 2014
Phoenix Communications, Inc. January 2005 - August 2014
Boat July 2013 - May 2014
Skills
Leadership, Networking, Customer Service, Account Management, Marketing, Team Leadership, Start-ups, New Business Development, Project Management, Management, Troubleshooting, Training, Sales, Asset Protection, Annuity Sales, Lifetime Income..., Life Insurance..., Business Insurance..., LGBT Planning, Multi-generational..., Grandchild Gifting, Financial Services
Education
Wachusett Regional High School 1998 — 2002
Mount Wachusett Community College
Arthur Walsh, CLU, ChFC Arthur Walsh, CLU, ChFC's NYLIFE Securities LLC Experience October 1980 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC October 1980 - Present
New York Life Insurance Company September 1980 - Present
Education
Queens College 1977 — 1979
Psychology
The American College
CLU, ChFC, Insurance and Financial Services
Presentation BVM
NYLIFE Securities LLC October 1980 - Present
New York Life Insurance Company September 1980 - Present
Education
Queens College 1977 — 1979
Psychology
The American College
CLU, ChFC, Insurance and Financial Services
Presentation BVM
Carmen Taylor Carmen Taylor's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Service Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company July 2011 - Present
100 Black Women of Suffolk County 2013 - 2014
100 Black Women of Suffolk County 2013 - 2014
Nationwide Insurance October 2009 - July 2011
Aflac September 2005 - July 2009
Atlanta Metropolitian Black Chamber of Commerce 2007 - 2008
Atlanta Metropolitan Black Chamber of Commerce 2007 - 2008
Skills
Insurance, Retirement Planning, Annuity Sales, Estate Planning, Multi-generational..., Legacies, Multi-Tasking, Communication, Licensed Life Insurance..., Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Customer Service, Real Estate, Disability Insurance, Property & Casualty..., Whole Life, Long Term Care Insurance, IRAs, Health Insurance, 401k, Universal Life, Financial Planners, Small Business, 401k Rollovers, Employee Benefits, Umbrella Insurance, Key Person Protection, Retirement, Strategic Financial...
Education
Amityville memorial
Amityville memorial
Amityville memorial High
New York Institute of Technology
Pohs Institute
Life Health Accident Property & Casualty Insurance
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company February 2014 - Present
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company July 2011 - Present
100 Black Women of Suffolk County 2013 - 2014
100 Black Women of Suffolk County 2013 - 2014
Nationwide Insurance October 2009 - July 2011
Aflac September 2005 - July 2009
Atlanta Metropolitian Black Chamber of Commerce 2007 - 2008
Atlanta Metropolitan Black Chamber of Commerce 2007 - 2008
Skills
Insurance, Retirement Planning, Annuity Sales, Estate Planning, Multi-generational..., Legacies, Multi-Tasking, Communication, Licensed Life Insurance..., Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Customer Service, Real Estate, Disability Insurance, Property & Casualty..., Whole Life, Long Term Care Insurance, IRAs, Health Insurance, 401k, Universal Life, Financial Planners, Small Business, 401k Rollovers, Employee Benefits, Umbrella Insurance, Key Person Protection, Retirement, Strategic Financial...
Education
Amityville memorial
Amityville memorial
Amityville memorial High
New York Institute of Technology
Pohs Institute
Life Health Accident Property & Casualty Insurance
Christopher L. Brown Christopher L. Brown's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
Joe Minniti's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Service Professional helping individuals and business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company October 2014 - Present
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2010 - May 2012
Skills
Wealth Preservation..., Business Insurance..., Retirement Planning, 401k Rollovers, Life Insurance..., Grandchild Gifting, Education Funding..., Legacy Planning, Annuity Sales, Asset Protection, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Science (BS), Integrated Science Studies, Business Administration, 3.498
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company October 2014 - Present
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2012 - May 2013
Ramapo College of New Jersey June 2010 - May 2012
Skills
Wealth Preservation..., Business Insurance..., Retirement Planning, 401k Rollovers, Life Insurance..., Grandchild Gifting, Education Funding..., Legacy Planning, Annuity Sales, Asset Protection, Leadership
Education
Ramapo College of New Jersey 2009 — 2013
Bachelor of Science (BS), Integrated Science Studies, Business Administration, 3.498
Andrey Chekalin Andrey Chekalin's NYLIFE Securities LLC Experience August 2014 - Present
Job Dedicated Financial Advisor helping highnet worth individuals continue their lifestyle into retirement.
Industry Financial Services
Experience
Eagle Strategies, LLC October 2014 - Present
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2011 - Present
BMW Of Fairfax 2009 - October 2011
Skills
Investments, Financial Analysis, Asset Managment, Risk Management, Finance, Hedge Funds, Sales, Negotiation, Trading, Insurance, Analysis, Business Planning, Estate Planning, Asset Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Retirement, Management, Securities, Customer Service, Leadership, Public Speaking, Marketing
Education
Penn State University
Business Administration
Wyoming Seminar 2002 — 2003
Post Graduate
Valley Forge Military Academy & College 2000 — 2002
Eagle Strategies, LLC October 2014 - Present
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company November 2011 - Present
BMW Of Fairfax 2009 - October 2011
Skills
Investments, Financial Analysis, Asset Managment, Risk Management, Finance, Hedge Funds, Sales, Negotiation, Trading, Insurance, Analysis, Business Planning, Estate Planning, Asset Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Retirement, Management, Securities, Customer Service, Leadership, Public Speaking, Marketing
Education
Penn State University
Business Administration
Wyoming Seminar 2002 — 2003
Post Graduate
Valley Forge Military Academy & College 2000 — 2002
Karan Murugesu's NYLIFE Securities LLC Experience September 2010 - Present
Job CEO & Founder at Ameriwealth Financial Group, LLC
Industry Financial Services
Experience
Ameriwealth Financial Group, LLC March 2015 - Present
NYLife Securities LLC September 2010 - Present
New York Life Insurance Company September 2010 - Present
Skills
Retirement Planning, Life Insurance, Insurance, 401k Rollovers, Financial Services, Mutual Funds, College Savings Plans, Long Term Care Insurance, Disability Insurance, Health Insurance, Employee Benefits, Retirement, Finance, Term Life Insurance, Fixed Annuities, Buy-sell Agreements, Estate Planning, IRAs, Asset Protection, Education Funding, Permanent Life Insurance, Series 6, Series 63, College Funding..., Universal Life, Retirement Savings, Guaranteed Lifetime..., Annuity Sales, Variable Annuities
Education
New Jersey Institute of Technology 2008 — 2010
Bachelor's degree
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor's Degree
Essex County College 2006 — 2008
Associate's degree
Methodist Central College 1998 — 2001
High School
Ameriwealth Financial Group, LLC March 2015 - Present
NYLife Securities LLC September 2010 - Present
New York Life Insurance Company September 2010 - Present
Skills
Retirement Planning, Life Insurance, Insurance, 401k Rollovers, Financial Services, Mutual Funds, College Savings Plans, Long Term Care Insurance, Disability Insurance, Health Insurance, Employee Benefits, Retirement, Finance, Term Life Insurance, Fixed Annuities, Buy-sell Agreements, Estate Planning, IRAs, Asset Protection, Education Funding, Permanent Life Insurance, Series 6, Series 63, College Funding..., Universal Life, Retirement Savings, Guaranteed Lifetime..., Annuity Sales, Variable Annuities
Education
New Jersey Institute of Technology 2008 — 2010
Bachelor's degree
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Bachelor's Degree
Essex County College 2006 — 2008
Associate's degree
Methodist Central College 1998 — 2001
High School
Edward Gonzalez's NYLIFE Securities LLC Experience March 2009 - Present
Job Financial Services Rep
Industry Insurance
Experience
NYLIFE Securities LLC March 2009 - Present
Easy Flow Inc. January 2004 - January 2009
RCA Records 2002 - 2004
Oxford Creative Group January 2002 - May 2003
Gener8Xion Entertainment, Inc. April 2001 - May 2002
Interscope Records 2000 - 2002
Geffen Records 1998 - 2002
Skills
Financial Planning, Rollovers, Term Life Insurance, IRA's, Roth IRA, IRA Rollovers, Estate Planning, Disability Insurance, Whole Life, Universal Life, 529 Plans, College Savings Plans, Charitable Giving, Pensions, IRAs, Strategic Financial..., Employee Benefits, Securities, Insurance, Financial Services, Long-term Care, Fixed Annuities, 401k, Retirement Planning, Life Insurance, Long Term Care Insurance, Finance, Mutual Funds, Wealth Accumulation, Financial Planners, Charities, Series 63, Wealth Management, Retirement, Asset Allocation, Health Insurance, Investment Advisory, Investment Strategies, FINRA, Series 6, Investments, 401k Rollovers, Variable Annuities, Asset Management, Small Business, Permanent Life Insurance, Financial Advisory
Education
Pepperdine University 1995 — 1998
BS, Business Administration
Reedley College 1993 — 1995
Assicoate of Arts, Business Administration
NYLIFE Securities LLC March 2009 - Present
Easy Flow Inc. January 2004 - January 2009
RCA Records 2002 - 2004
Oxford Creative Group January 2002 - May 2003
Gener8Xion Entertainment, Inc. April 2001 - May 2002
Interscope Records 2000 - 2002
Geffen Records 1998 - 2002
Skills
Financial Planning, Rollovers, Term Life Insurance, IRA's, Roth IRA, IRA Rollovers, Estate Planning, Disability Insurance, Whole Life, Universal Life, 529 Plans, College Savings Plans, Charitable Giving, Pensions, IRAs, Strategic Financial..., Employee Benefits, Securities, Insurance, Financial Services, Long-term Care, Fixed Annuities, 401k, Retirement Planning, Life Insurance, Long Term Care Insurance, Finance, Mutual Funds, Wealth Accumulation, Financial Planners, Charities, Series 63, Wealth Management, Retirement, Asset Allocation, Health Insurance, Investment Advisory, Investment Strategies, FINRA, Series 6, Investments, 401k Rollovers, Variable Annuities, Asset Management, Small Business, Permanent Life Insurance, Financial Advisory
Education
Pepperdine University 1995 — 1998
BS, Business Administration
Reedley College 1993 — 1995
Assicoate of Arts, Business Administration
Steve Jakubczak's NYLIFE Securities LLC Experience March 2008 - Present
Job Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC)
Industry Financial Services
Experience
NYLIFE Securities LLC. March 2008 - Present
UnitedHealth Group 2010 - 2015
UnitedHealth Group 2010 - 2015
New York Life Illinois General Office August 2008 - November 2009
American Income Life October 1999 - May 2008
Skills
Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Northern Illinois University 1990 — 1995
Bachelors, Sociology
Oakton Community College 1991 — 1993
NYLIFE Securities LLC. March 2008 - Present
UnitedHealth Group 2010 - 2015
UnitedHealth Group 2010 - 2015
New York Life Illinois General Office August 2008 - November 2009
American Income Life October 1999 - May 2008
Skills
Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Northern Illinois University 1990 — 1995
Bachelors, Sociology
Oakton Community College 1991 — 1993
Anthony Colella Anthony Colella's NYLIFE Securities LLC Experience March 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC March 2014 - Present
Anthony Colella 2005 - January 2014
Richter - Colella Studios Inc. 1993 - January 2014
Middleton Borad of Trade MBOT 2006 - 2013
PPAM 1996 - 2013
New England School of Photography 2009 - 2010
Hansen Engineering 1987 - 1989
Skills
Insurance, Tax Saving Strategies, Business Growth and..., Estate Planning, Education Funding..., 401k Rollovers, Business, Sales, Advertising, Photography, Portrait Photography, Art, Gifting Strategies, Asset Protection, Key Person Insurance, Roth IRA, Family Services, Video, Photoshop, Engineering, Customer Service, Marketing
Education
Wentworth Institute of Technology 1984 — 1991
Bachelor's degree, Mechanical Engineering
Northeastern University 1986 — 1990
Mechanical Engineering
Wentworth Institute of Technology 1984 — 1986
Associate's degree, Mechanical Design Engineering
Salem High School 1980 — 1984
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC March 2014 - Present
Anthony Colella 2005 - January 2014
Richter - Colella Studios Inc. 1993 - January 2014
Middleton Borad of Trade MBOT 2006 - 2013
PPAM 1996 - 2013
New England School of Photography 2009 - 2010
Hansen Engineering 1987 - 1989
Skills
Insurance, Tax Saving Strategies, Business Growth and..., Estate Planning, Education Funding..., 401k Rollovers, Business, Sales, Advertising, Photography, Portrait Photography, Art, Gifting Strategies, Asset Protection, Key Person Insurance, Roth IRA, Family Services, Video, Photoshop, Engineering, Customer Service, Marketing
Education
Wentworth Institute of Technology 1984 — 1991
Bachelor's degree, Mechanical Engineering
Northeastern University 1986 — 1990
Mechanical Engineering
Wentworth Institute of Technology 1984 — 1986
Associate's degree, Mechanical Design Engineering
Salem High School 1980 — 1984
Scott Palomino's NYLIFE Securities LLC Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
Wells Fargo January 2011 - September 2014
Skills
Life Insurance, Fixed Annuities, Variable Annuities, 401k Rollovers, Asset Protection, Customer Satisfaction, Estate Planning, Licensed to Sell..., Mutual Funds, Retirement Planning, Teamwork, College Savings Plans, Protection Planning, Customer Service
Education
New Jersey Institute of Technology 2002 — 2007
Bachelor's Degree, Business Management, Finance
Science Park High 1998 — 2002
High School
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
Wells Fargo January 2011 - September 2014
Skills
Life Insurance, Fixed Annuities, Variable Annuities, 401k Rollovers, Asset Protection, Customer Satisfaction, Estate Planning, Licensed to Sell..., Mutual Funds, Retirement Planning, Teamwork, College Savings Plans, Protection Planning, Customer Service
Education
New Jersey Institute of Technology 2002 — 2007
Bachelor's Degree, Business Management, Finance
Science Park High 1998 — 2002
High School
Lauren Webber Lauren Webber's NYLIFE Securities LLC Experience September 2014 - Present
Job Financial Professional at NYLIFE Securities LLC
Industry Management Consulting
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Grace Chapel September 2005 - August 2014
ADT Health July 2013 - April 2014
Cherry Financial Partners July 2012 - July 2013
Belmont Medical Supply, Inc. October 2007 - July 2013
Capital Choice Financial Services dba Oasis Financial Services January 2010 - June 2012
Adagio Big Band June 2009 - March 2011
Wink Webber Entertainment 2002 - August 2009
New England Cord Blood Bank, Inc. April 2004 - January 2007
Skills
Event Management, Music, Public Speaking, Strategic Planning, Composition, Musicians, Project Management, Management, Leadership, Marketing, Training, Sales, Fundraising, Relationship Marketing, Public Relations, Team Building, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Education Funding..., Estate Planning, Fixed Annuities, Grandchild Gifting, Income Protection, Legacy Planning, Life Insurance..., Long Term Care Insurance, Personal Finance, Retirement Income..., Supplements to Employee..., Wealth Transfer..., Wealth Preservation..., Relationship Management, Seminar Marketing, Sales Operations, Selling, Social Media Marketing, Networking, Problem Solving, Start-ups, Customer Service, Small Business, Event Planning
Education
Berklee College of Music 1976 — 1979
Bachelor of Music in Composition, conducting, film scoring, arranging, orchestration, production
Oregon State University 1973 — 1976
Medford High School 1969 — 1973
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Grace Chapel September 2005 - August 2014
ADT Health July 2013 - April 2014
Cherry Financial Partners July 2012 - July 2013
Belmont Medical Supply, Inc. October 2007 - July 2013
Capital Choice Financial Services dba Oasis Financial Services January 2010 - June 2012
Adagio Big Band June 2009 - March 2011
Wink Webber Entertainment 2002 - August 2009
New England Cord Blood Bank, Inc. April 2004 - January 2007
Skills
Event Management, Music, Public Speaking, Strategic Planning, Composition, Musicians, Project Management, Management, Leadership, Marketing, Training, Sales, Fundraising, Relationship Marketing, Public Relations, Team Building, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Education Funding..., Estate Planning, Fixed Annuities, Grandchild Gifting, Income Protection, Legacy Planning, Life Insurance..., Long Term Care Insurance, Personal Finance, Retirement Income..., Supplements to Employee..., Wealth Transfer..., Wealth Preservation..., Relationship Management, Seminar Marketing, Sales Operations, Selling, Social Media Marketing, Networking, Problem Solving, Start-ups, Customer Service, Small Business, Event Planning
Education
Berklee College of Music 1976 — 1979
Bachelor of Music in Composition, conducting, film scoring, arranging, orchestration, production
Oregon State University 1973 — 1976
Medford High School 1969 — 1973
Wendy McLaughlin, CLU, ChFC, CASL Wendy McLaughlin, CLU, ChFC, CASL's NYLIFE Securities LLC Experience 1987 - Present
Job Helping People Achieve financial indepdence, leave a legacy and develop sound financial strategies
Industry Financial Services
Experience
New York Life August 1987 - Present
NYLIFE Securities LLC 1987 - Present
Blue Cross of CA 1987 - Present
Blue Shield of California 1987 - Present
Kaiser Permanente 1987 - Present
BNI 2014 - 2015
ECN 2012 - 2014
Skills
Health, Insurance, Investments, Employee Benefits, Disability Insurance, Health Insurance, Retirement Planning, Retirement, Long-term Care, Customer Service, Healthcare, Fixed Annuities, Leadership, Risk Management, Finance, Medicare, Account Management, Personal Finance, Small Business, Term Life Insurance, Coaching, Life Insurance, Business Planning, Underwriting, Long Term Care, Annuities, Benefits, Public Speaking, Problem Solving, 401k Rollovers, CLU, Roth IRA, Simple IRA, Traditional IRA, SEP IRA, group health, 401k, Health Savings Accounts, Estate Planning, Sales, IRAs, Banking, Strategic Financial..., Property & Casualty..., Brokers, Commercial Insurance, Financial Services, Securities, Umbrella Insurance, Financial Planning
Education
Northeastern University 1974 — 1975
Liberal Arts and Sciences/Liberal Studies
Simons Rock 1971 — 1973
The American College
CLU, ChFC, CASL, Financial planning, insurance, taxation
New York Life August 1987 - Present
NYLIFE Securities LLC 1987 - Present
Blue Cross of CA 1987 - Present
Blue Shield of California 1987 - Present
Kaiser Permanente 1987 - Present
BNI 2014 - 2015
ECN 2012 - 2014
Skills
Health, Insurance, Investments, Employee Benefits, Disability Insurance, Health Insurance, Retirement Planning, Retirement, Long-term Care, Customer Service, Healthcare, Fixed Annuities, Leadership, Risk Management, Finance, Medicare, Account Management, Personal Finance, Small Business, Term Life Insurance, Coaching, Life Insurance, Business Planning, Underwriting, Long Term Care, Annuities, Benefits, Public Speaking, Problem Solving, 401k Rollovers, CLU, Roth IRA, Simple IRA, Traditional IRA, SEP IRA, group health, 401k, Health Savings Accounts, Estate Planning, Sales, IRAs, Banking, Strategic Financial..., Property & Casualty..., Brokers, Commercial Insurance, Financial Services, Securities, Umbrella Insurance, Financial Planning
Education
Northeastern University 1974 — 1975
Liberal Arts and Sciences/Liberal Studies
Simons Rock 1971 — 1973
The American College
CLU, ChFC, CASL, Financial planning, insurance, taxation
Karl Warner Karl Warner's NYLIFE Securities LLC Experience July 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company May 2014 - Present
Sherwin Williams May 2013 - August 2013
Skills
Teamwork, Customer Service, Public Speaking, Time Management, PowerPoint, Social Media, Life Insurance, Whole Life, Variable Annuities, Mutual Funds, 401k Rollovers, IRAs, Roth IRA, 401k, Retirement Planning, Guaranteed Lifetime..., Licensed in Long Term..., Annuity Sales, Leadership, Grandchild Gifting, 401(k) ROllovers, Social Media Marketing, Whole Life Insurance, Sales
Education
North Dakota State University 2010 — 2014
Bachelor of Science (BS), Finance
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company May 2014 - Present
Sherwin Williams May 2013 - August 2013
Skills
Teamwork, Customer Service, Public Speaking, Time Management, PowerPoint, Social Media, Life Insurance, Whole Life, Variable Annuities, Mutual Funds, 401k Rollovers, IRAs, Roth IRA, 401k, Retirement Planning, Guaranteed Lifetime..., Licensed in Long Term..., Annuity Sales, Leadership, Grandchild Gifting, 401(k) ROllovers, Social Media Marketing, Whole Life Insurance, Sales
Education
North Dakota State University 2010 — 2014
Bachelor of Science (BS), Finance
Danielle Marchione Danielle Marchione's NYLIFE Securities LLC Experience February 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
New York Cares August 2012 - August 2013
Citizens' Committee for Children of New York January 2004 - November 2011
American Lung Association of the City of New York 2001 - 2004
Skills
Nonprofits, Community Outreach, Community Development, Public Policy, Non-profits, Public Speaking, Event Planning, Newsletters, Fundraising, Policy, Editing, Proposal Writing, 401k Rollovers, Licensed in Long Term..., Grandchild Gifting, Charitable Giving, Supplements to Employee..., Variable Annuities
Education
New York University 2006 — 2009
MPA, Public Policy Analysis at NYU Wagner
Wesleyan University 1996 — 2000
BA, English and American Studies
IES Milan
Advanced Italian Language Courses
NYLIFE Securities LLC February 2015 - Present
New York Cares August 2012 - August 2013
Citizens' Committee for Children of New York January 2004 - November 2011
American Lung Association of the City of New York 2001 - 2004
Skills
Nonprofits, Community Outreach, Community Development, Public Policy, Non-profits, Public Speaking, Event Planning, Newsletters, Fundraising, Policy, Editing, Proposal Writing, 401k Rollovers, Licensed in Long Term..., Grandchild Gifting, Charitable Giving, Supplements to Employee..., Variable Annuities
Education
New York University 2006 — 2009
MPA, Public Policy Analysis at NYU Wagner
Wesleyan University 1996 — 2000
BA, English and American Studies
IES Milan
Advanced Italian Language Courses
Devin Madden'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
Access Funding September 2013 - June 2014
P&M Pharmacy January 2011 - October 2011
Cornerstone Government Affairs September 2009 - December 2010
Mater Dei School September 2008 - May 2009
Students for Saving Social Security May 2008 - August 2008
Skills
Coaching Staff, Government Relations, Government Affairs, Government, Fundraising, Legislative Relations, Legislation, Public Policy, Politics, Strategic Planning, Research, Policy Analysis, Public Speaking, Policy, Non-profits, Public Relations, Coaching, Political Campaigns, Legal Writing
Education
Penn State University 2006 — 2008
B.A, Political Science
Georgeotwn Prep 2000 — 2004
NYLIFE Securities LLC June 2014 - Present
Access Funding September 2013 - June 2014
P&M Pharmacy January 2011 - October 2011
Cornerstone Government Affairs September 2009 - December 2010
Mater Dei School September 2008 - May 2009
Students for Saving Social Security May 2008 - August 2008
Skills
Coaching Staff, Government Relations, Government Affairs, Government, Fundraising, Legislative Relations, Legislation, Public Policy, Politics, Strategic Planning, Research, Policy Analysis, Public Speaking, Policy, Non-profits, Public Relations, Coaching, Political Campaigns, Legal Writing
Education
Penn State University 2006 — 2008
B.A, Political Science
Georgeotwn Prep 2000 — 2004
Phillip Trey Finley Phillip Trey Finley's NYLIFE Securities LLC Experience November 1995 - Present
Job Financial Advisor at Lobo Wealth Strategies
Industry Financial Services
Experience
Eagle Strategies, LLC September 2008 - Present
Lobo Wealth Strategies September 2008 - Present
New York Life Insurance Company November 1995 - Present
NYLIFE Securities LLC November 1995 - Present
Skills
Wealth Preservation..., Business Succession..., Investments, Retirement Income..., Licensed in Long Term..., Education Funding..., 401k Rollovers, Personal Finance, Retirement Planning, Public Speaking, Insurance, Leadership, Wealth, Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
Bachelor's Degree, Finance and Financial Management Services
New Mexico State University 1986 — 1987
General Studies
Sandia High School 1982 — 1985
High School
Eagle Strategies, LLC September 2008 - Present
Lobo Wealth Strategies September 2008 - Present
New York Life Insurance Company November 1995 - Present
NYLIFE Securities LLC November 1995 - Present
Skills
Wealth Preservation..., Business Succession..., Investments, Retirement Income..., Licensed in Long Term..., Education Funding..., 401k Rollovers, Personal Finance, Retirement Planning, Public Speaking, Insurance, Leadership, Wealth, Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
Bachelor's Degree, Finance and Financial Management Services
New Mexico State University 1986 — 1987
General Studies
Sandia High School 1982 — 1985
High School
Lucia Banko Lucia Banko's NYLIFE Securities LLC Experience September 2011 - Present
Job Agent with New York Life helping attorneys and other business owners build and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC September 2011 - Present
New York Life Insurance Company 2011 - Present
Revitabite 2012 - 2013
Knowing Science June 2010 - September 2011
Kid Knowledge January 2010 - September 2011
Surgical Design Corporation June 1990 - September 2011
Houlihan Lawrence January 2011 - July 2011
Skills
Insurance, Finance, Accounting, Securities, Retirement, Estate Planning, Tax, Retirement Planning, Small Business, Financial Services, Employee Benefits, 401k, Trusts, Investment Advisory, Investment Strategies, Pensions, Mediation, Commercial Litigation, Courts
Education
Pace University School of Law 1991 — 1994
Doctor of Law (J.D.)
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
SUNY Stony Brook
Bachelor's degree, Psychology, Sociology, Anthropology
NYLIFE Securities LLC September 2011 - Present
New York Life Insurance Company 2011 - Present
Revitabite 2012 - 2013
Knowing Science June 2010 - September 2011
Kid Knowledge January 2010 - September 2011
Surgical Design Corporation June 1990 - September 2011
Houlihan Lawrence January 2011 - July 2011
Skills
Insurance, Finance, Accounting, Securities, Retirement, Estate Planning, Tax, Retirement Planning, Small Business, Financial Services, Employee Benefits, 401k, Trusts, Investment Advisory, Investment Strategies, Pensions, Mediation, Commercial Litigation, Courts
Education
Pace University School of Law 1991 — 1994
Doctor of Law (J.D.)
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
SUNY Stony Brook
Bachelor's degree, Psychology, Sociology, Anthropology
Andre Piedade's NYLIFE Securities LLC Experience May 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC helping families and individuals achieve their financial goals
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Capital City Concepts, Inc. November 2010 - March 2014
Aflac October 2009 - September 2010
Skills
Leadership, Time Management, Customer Acquisition, Social Media, Training, Public Speaking, succession planning, Retirement Planning, Business Insurance..., Life Insurance, Cash Value Life...
Education
Providence College 2005 — 2009
Bachelor's degree, Marketing
Fairfield Prep 2001 — 2005
Highschool diploma
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Capital City Concepts, Inc. November 2010 - March 2014
Aflac October 2009 - September 2010
Skills
Leadership, Time Management, Customer Acquisition, Social Media, Training, Public Speaking, succession planning, Retirement Planning, Business Insurance..., Life Insurance, Cash Value Life...
Education
Providence College 2005 — 2009
Bachelor's degree, Marketing
Fairfield Prep 2001 — 2005
Highschool diploma
Ketler Bosse' Ketler Bosse''s NYLIFE Securities LLC Experience November 2001 - Present
Job Helping high income, high net worth individuals continue their lifestyle into retirement in the Greater Boston area for
Industry Financial Services
Experience
Bosse' Future Capital Group November 2001 - Present
NYLIFE Securities LLC November 2001 - Present
Skills
Asset Protection, Wealth Preservation..., Lifetime Income..., Strategic Planning, Retirement Planning, IRA Rollovers, Leadership, Public Speaking, Fixed Annuities, IRAs, Small Business, Retirement, Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Insurance, Marketing, Sales, Customer Service, Multi-generational..., Team Building, Succession Planning, Financial Services, Securities, Investments, Estate Planning, Employee Benefits, Mutual Funds, Financial Planning, Long-term Care, Business Planning, Wealth Management
Education
Rivier College 1993 — 1995
Bachelor of Science (BS), Pre-Law Studies
Newbury College 1991 — 1993
Associate of Science (A.S.), Legal Assistant/Paralegal
Bosse' Future Capital Group November 2001 - Present
NYLIFE Securities LLC November 2001 - Present
Skills
Asset Protection, Wealth Preservation..., Lifetime Income..., Strategic Planning, Retirement Planning, IRA Rollovers, Leadership, Public Speaking, Fixed Annuities, IRAs, Small Business, Retirement, Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Insurance, Marketing, Sales, Customer Service, Multi-generational..., Team Building, Succession Planning, Financial Services, Securities, Investments, Estate Planning, Employee Benefits, Mutual Funds, Financial Planning, Long-term Care, Business Planning, Wealth Management
Education
Rivier College 1993 — 1995
Bachelor of Science (BS), Pre-Law Studies
Newbury College 1991 — 1993
Associate of Science (A.S.), Legal Assistant/Paralegal
Garret Thiel's NYLIFE Securities LLC Experience August 2013 - May 2015
Job Physician Sales Account Manager at EHE International
Industry Hospital & Health Care
Experience
EHE International May 2015 - Present
NYLIFE Securities LLC August 2013 - May 2015
New York Life Insurance Company August 2013 - May 2015
East Coast Parking June 2009 - August 2012
Clarins Group February 2008 - August 2012
Skills
Leadership, Sales, Customer Satisfaction, Management, Finance, Teamwork, Public Speaking, Social Media
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middletown High School South 2004 — 2008
EHE International May 2015 - Present
NYLIFE Securities LLC August 2013 - May 2015
New York Life Insurance Company August 2013 - May 2015
East Coast Parking June 2009 - August 2012
Clarins Group February 2008 - August 2012
Skills
Leadership, Sales, Customer Satisfaction, Management, Finance, Teamwork, Public Speaking, Social Media
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middletown High School South 2004 — 2008
John Savini John Savini's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company June 2014 - Present
Skills
Employee Management, Communication, Financial Services, Creative Strategy, Employee Training, Mathematics, Creative Solutions
Education
Mount Saint Mary College 2011 — 2013
Master of Business Administration (MBA)
SUNY Cortland 2008 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company June 2014 - Present
Skills
Employee Management, Communication, Financial Services, Creative Strategy, Employee Training, Mathematics, Creative Solutions
Education
Mount Saint Mary College 2011 — 2013
Master of Business Administration (MBA)
SUNY Cortland 2008 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
Elizabeth Dipp Metzger Elizabeth Dipp Metzger's NYLIFE Securities LLC Experience 2010 - Present
Job President at Crown Wealth Strategies
Industry Financial Services
Experience
Crown Wealth Strategies April 2013 - Present
Oro Investments LLC January 2013 - Present
Eagle Strategies, LLC 2011 - Present
New York Life Insurance Company March 2010 - Present
NYLIFE Securities LLC 2010 - Present
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Insurance, Investments, 401k Rollovers, Small Business, Wealth Preservation..., Life Insurance, Protection..., Key Person Protection, Annuity Sales, Business Planning, Licensed Life Insurance..., Multi-generational..., Gifting Strategies, Legacies, Thought Leadership, Multi-generational..., Time Management, Term Life Insurance, Licensed in Long-Term..., IRA Rollovers, CFP, Board Certified, Certified Financial..., Financial Planning, Securities, Multi-tasking Skills, Retirement, IRAs, Employee Benefits
Education
Pomona College 1994 — 1998
BA International Relations, Bachelor of Arts
Coronado High School
Diploma
The American College
MS, Financial Services, Masters of Science in Financial Services
Crown Wealth Strategies April 2013 - Present
Oro Investments LLC January 2013 - Present
Eagle Strategies, LLC 2011 - Present
New York Life Insurance Company March 2010 - Present
NYLIFE Securities LLC 2010 - Present
Skills
Estate Planning, Retirement Planning, Fixed Annuities, Insurance, Investments, 401k Rollovers, Small Business, Wealth Preservation..., Life Insurance, Protection..., Key Person Protection, Annuity Sales, Business Planning, Licensed Life Insurance..., Multi-generational..., Gifting Strategies, Legacies, Thought Leadership, Multi-generational..., Time Management, Term Life Insurance, Licensed in Long-Term..., IRA Rollovers, CFP, Board Certified, Certified Financial..., Financial Planning, Securities, Multi-tasking Skills, Retirement, IRAs, Employee Benefits
Education
Pomona College 1994 — 1998
BA International Relations, Bachelor of Arts
Coronado High School
Diploma
The American College
MS, Financial Services, Masters of Science in Financial Services
Curt Logan Curt Logan's NYLIFE Securities LLC Experience November 2000 - Present
Job Financial Service Professional
Industry Financial Services
Experience
NYLIFE Securities LLC November 2000 - Present
American Family Insurance 1990 - 2000
Skills
Life Insurance, Long-term Care, Retirement Planning, Financial Services, Estate Planning, Long Term Care Insurance, Strategic Financial..., 401k Rollovers, Small Business, Retirement, Investments, Series 6, Term Life Insurance, Time Management, Wealth Preservation..., College Savings Plans, Fixed Annuities, Thought Leadership, Education Funding..., Relationship Building, Customer Insight, Customer Relations, Licensed Life and..., Mutual Funds, Licensed to Sell..., Finance, IRAs, Annuity Sales, Health Insurance, Variable Annuities, Communication, Multi Tasking, Insurance, Mortgage Lending
Education
Missouri Western State University
Bachelor of Business Administration (B.B.A.), Legal Studies/ Business Management
NYLIFE Securities LLC November 2000 - Present
American Family Insurance 1990 - 2000
Skills
Life Insurance, Long-term Care, Retirement Planning, Financial Services, Estate Planning, Long Term Care Insurance, Strategic Financial..., 401k Rollovers, Small Business, Retirement, Investments, Series 6, Term Life Insurance, Time Management, Wealth Preservation..., College Savings Plans, Fixed Annuities, Thought Leadership, Education Funding..., Relationship Building, Customer Insight, Customer Relations, Licensed Life and..., Mutual Funds, Licensed to Sell..., Finance, IRAs, Annuity Sales, Health Insurance, Variable Annuities, Communication, Multi Tasking, Insurance, Mortgage Lending
Education
Missouri Western State University
Bachelor of Business Administration (B.B.A.), Legal Studies/ Business Management
Juan F. Ibarra's NYLIFE Securities LLC Experience May 2010 - January 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
NYLIFE Securities LLC May 2010 - January 2015
New York Life Insurance Company December 2009 - January 2015
New York Life Insurance Company September 2012 - August 2013
The University of Arizona Office of Undergraduate Admissions May 2008 - December 2009
University of Arizona James E Rogers College of Law July 2007 - May 2008
University of Arizona James E Rogers College of Law Library November 2003 - July 2007
University of Arizona Residence Life - Conference Services 2003 - 2005
Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Time Management, Financial Services, Term Life Insurance, Estate Planning, Succession Planning, Small Business, Public Speaking, Business Succession..., Communication, Multi-Tasking, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Buy-sell Agreements, Costumer Satisfaction, Direct Sales, Grandchild Gifting, IRA Rollovers, Legacy Planning, Networking, Permanent Life Insurance, Personal Finance, Relationship Management, Risk Management, Supplements to Employee..., Leadership, Wealth Transfer..., Business Insurance..., Key Person Insurance, Legacies, Multi-generational..., Lifetime Income..., Problem Solving, Customer Retention, Gifting Strategies
Education
Northern Arizona University 2007 — 2009
M.Ed., Educational Leadership
University of Arizona 2002 — 2006
Bachelor of Arts, Communication
Northwestern Mutual February 2015 - Present
NYLIFE Securities LLC May 2010 - January 2015
New York Life Insurance Company December 2009 - January 2015
New York Life Insurance Company September 2012 - August 2013
The University of Arizona Office of Undergraduate Admissions May 2008 - December 2009
University of Arizona James E Rogers College of Law July 2007 - May 2008
University of Arizona James E Rogers College of Law Library November 2003 - July 2007
University of Arizona Residence Life - Conference Services 2003 - 2005
Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Time Management, Financial Services, Term Life Insurance, Estate Planning, Succession Planning, Small Business, Public Speaking, Business Succession..., Communication, Multi-Tasking, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Buy-sell Agreements, Costumer Satisfaction, Direct Sales, Grandchild Gifting, IRA Rollovers, Legacy Planning, Networking, Permanent Life Insurance, Personal Finance, Relationship Management, Risk Management, Supplements to Employee..., Leadership, Wealth Transfer..., Business Insurance..., Key Person Insurance, Legacies, Multi-generational..., Lifetime Income..., Problem Solving, Customer Retention, Gifting Strategies
Education
Northern Arizona University 2007 — 2009
M.Ed., Educational Leadership
University of Arizona 2002 — 2006
Bachelor of Arts, Communication
Robert A. Tony Nienaber's NYLIFE Securities LLC Experience June 1978 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
The Lyon Group, LLC 2009 - Present
NYLIFE Securities LLC June 1978 - Present
New York Life Insurance Company June 1978 - Present
Nienaber & Associates 1994 - 2009
Skills
Retirement, Licensed Life Insurance..., Employee Benefits..., Customer Service, Life Insurance, Securities, Sales, Finance, New Business Development, Long Term Care Insurance, Investments, Multi-Tasking Skills, Annuity Sales, 401 (k) Rollovers, Asset Protection, Healthcare, Microsoft Excel, Microsoft Office, Budgets, Customer Relations, Supplements to Employee...
Education
Northern Kentucky University 1971 — 1976
Covington Latin School
The Lyon Group, LLC 2009 - Present
NYLIFE Securities LLC June 1978 - Present
New York Life Insurance Company June 1978 - Present
Nienaber & Associates 1994 - 2009
Skills
Retirement, Licensed Life Insurance..., Employee Benefits..., Customer Service, Life Insurance, Securities, Sales, Finance, New Business Development, Long Term Care Insurance, Investments, Multi-Tasking Skills, Annuity Sales, 401 (k) Rollovers, Asset Protection, Healthcare, Microsoft Excel, Microsoft Office, Budgets, Customer Relations, Supplements to Employee...
Education
Northern Kentucky University 1971 — 1976
Covington Latin School
Michael Stahl ChFC, LUTCF Michael Stahl ChFC, LUTCF's NYLIFE Securities LLC Experience March 2003 - Present
Job Helping families and business owners develop a strong financial strategy for 12 years.
Industry Financial Services
Experience
Arvada Chamber of Commerce(Vice Chair) January 2011 - Present
High Point Financial Group, LLC March 2007 - Present
Arvada Visitors Center January 2014 - Present
NYLIFE Securities, LLC March 2003 - Present
Denver Jobs Network September 2011 - December 2013
Skills
Insurance, Selling, Small Business, Investments, Life Insurance, Sales, Leadership, Relationship Management, Retirement, Public Speaking, Account Management, Risk Management, Estate Planning, 401k rollovers, IRA Rollovers, retirement planning
Education
Northern State University 1988 — 1992
Bachelors of Science, Business Administration
Arvada Chamber of Commerce(Vice Chair) January 2011 - Present
High Point Financial Group, LLC March 2007 - Present
Arvada Visitors Center January 2014 - Present
NYLIFE Securities, LLC March 2003 - Present
Denver Jobs Network September 2011 - December 2013
Skills
Insurance, Selling, Small Business, Investments, Life Insurance, Sales, Leadership, Relationship Management, Retirement, Public Speaking, Account Management, Risk Management, Estate Planning, 401k rollovers, IRA Rollovers, retirement planning
Education
Northern State University 1988 — 1992
Bachelors of Science, Business Administration
Ed Putnam's NYLIFE Securities LLC Experience March 2014 - November 2014
Job Boat Builder Composite Solutions
Industry Maritime
Experience
Composite Solutions Inc April 2015 - Present
Northeast Insurance Solutions, LLC. November 2014 - April 2015
NYLIFE Securities LLC March 2014 - November 2014
New York Life Insurance Company January 2014 - November 2014
Composite Solutions, Inc June 2007 - July 2013
Best Chevrolet June 2005 - June 2007
Robert Half Technology December 2004 - May 2005
Global Data Systems September 2000 - March 2003
Inacom Corporation April 1999 - March 2000
CompuCom July 1997 - April 1999
Skills
Sales, Life Insurance, Financial Services, Business Insurance..., Investments, Key Person Insurance, Account Management, Buy-sell Agreements, Leadership, Asset Protection, Annuity Sales, Business Exit Strategy, Educational Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, 401k Rollovers, Lifetime Income..., Legacy Planning, Life Insurance..., Creative Problem Solving, Customer Satisfaction, Direct Sales
Education
Northeastern University 1976 — 1981
Bachelor of Science (BS), Business Administration, Marketing
Martha's Vineyard High School 1971 — 1976
Composite Solutions Inc April 2015 - Present
Northeast Insurance Solutions, LLC. November 2014 - April 2015
NYLIFE Securities LLC March 2014 - November 2014
New York Life Insurance Company January 2014 - November 2014
Composite Solutions, Inc June 2007 - July 2013
Best Chevrolet June 2005 - June 2007
Robert Half Technology December 2004 - May 2005
Global Data Systems September 2000 - March 2003
Inacom Corporation April 1999 - March 2000
CompuCom July 1997 - April 1999
Skills
Sales, Life Insurance, Financial Services, Business Insurance..., Investments, Key Person Insurance, Account Management, Buy-sell Agreements, Leadership, Asset Protection, Annuity Sales, Business Exit Strategy, Educational Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, Insurance, IRA Rollovers, 401k Rollovers, Lifetime Income..., Legacy Planning, Life Insurance..., Creative Problem Solving, Customer Satisfaction, Direct Sales
Education
Northeastern University 1976 — 1981
Bachelor of Science (BS), Business Administration, Marketing
Martha's Vineyard High School 1971 — 1976
Gabriela Benarroch, MBA, LUTCF's NYLIFE Securities LLC Experience 2006 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC 2010 - Present
New York Life Insurance Company 2006 - Present
NYLIFE Securities LLC 2006 - Present
JPMorgan Chase & Co. 2001 - 2003
Skills
Personal Financial..., Fixed Annuities, Investment Banking, Retirement Planning, Financial Services, Investments, Financial Modeling, Insurance, Retirement, Mutual Funds, Banking, Analysis, Securities, Finance, Business Strategy, Portfolio Management, Strategic Planning, Financial Analysis
Education
New York University 1999 — 2001
Master of Business Administration (M.B.A.)
Universidad Metropolitana (VE) 1991 — 1996
Bachelor of Science (BS), Bussiness Administration & Finance
Eagle Strategies, LLC 2010 - Present
New York Life Insurance Company 2006 - Present
NYLIFE Securities LLC 2006 - Present
JPMorgan Chase & Co. 2001 - 2003
Skills
Personal Financial..., Fixed Annuities, Investment Banking, Retirement Planning, Financial Services, Investments, Financial Modeling, Insurance, Retirement, Mutual Funds, Banking, Analysis, Securities, Finance, Business Strategy, Portfolio Management, Strategic Planning, Financial Analysis
Education
New York University 1999 — 2001
Master of Business Administration (M.B.A.)
Universidad Metropolitana (VE) 1991 — 1996
Bachelor of Science (BS), Bussiness Administration & Finance
Thomas J. Price's NYLIFE Securities LLC Experience November 1986 - Present
Job Registered Representative NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC November 1986 - Present
Education
Northern Illinois University 1967 — 1973
NYLIFE Securities, LLC November 1986 - Present
Education
Northern Illinois University 1967 — 1973
Michelle Stiller's NYLIFE Securities LLC Experience February 2015 - Present
Job Dedicated agent with New York Life Insurance Company helping to protect families in the greater Nashua NH area
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company August 2014 - Present
Circles January 2008 - July 2014
Skills
Finance, Licensed Life Insurance..., Financial Services, Long Term Care Insurance, Retirement Planning, Education Funding..., Business Succession..., 401k Rollovers, Sales, Social Media
Education
Purdue University 1981 — 1984
Computer Technology
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company August 2014 - Present
Circles January 2008 - July 2014
Skills
Finance, Licensed Life Insurance..., Financial Services, Long Term Care Insurance, Retirement Planning, Education Funding..., Business Succession..., 401k Rollovers, Sales, Social Media
Education
Purdue University 1981 — 1984
Computer Technology
Craig Lafuse's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Moneris Solutions May 2008 - August 2013
First Data Corporation 2005 - 2008
HPS Office Systems October 2004 - September 2005
Pitney Bowes July 2002 - May 2003
AT&T Corporation February 2000 - May 2001
Skills
Account Management, Sales, New Business Development, Solution Selling, Small Business, Business Succession..., Buy-sell Agreements, Protection..., Retirement Income..., Annuity Sales, Asset Protection, Customer Service, Insurance, Finance, Business Development, Customer Retention, Relationship Management, Public Speaking, Credit, Financial Services, Marketing
Education
Purdue University 1966 — 1970
Bachelor's degree, Animal Sciences
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Moneris Solutions May 2008 - August 2013
First Data Corporation 2005 - 2008
HPS Office Systems October 2004 - September 2005
Pitney Bowes July 2002 - May 2003
AT&T Corporation February 2000 - May 2001
Skills
Account Management, Sales, New Business Development, Solution Selling, Small Business, Business Succession..., Buy-sell Agreements, Protection..., Retirement Income..., Annuity Sales, Asset Protection, Customer Service, Insurance, Finance, Business Development, Customer Retention, Relationship Management, Public Speaking, Credit, Financial Services, Marketing
Education
Purdue University 1966 — 1970
Bachelor's degree, Animal Sciences
Dan Ensminger's NYLIFE Securities LLC Experience November 2009 - January 2011
Job Selectman
Industry Political Organization
Experience
Applied Strategic Planning February 2010 - March 2014
NYLIFE Securities LLC November 2009 - January 2011
New York Life Insurance Company July 2009 - January 2011
American Student Assistance February 2004 - January 2009
Edgewater Technology 2000 - 2004
TASC October 1988 - December 1999
TASC 1976 - 1988
Skills
Management, Program Management, Vendor Management, Process Improvement, Recruiting, IT Strategy, Integration, SDLC, Cross-functional Team..., Databases, Agile Methodologies, Software Development, SQL, Strategy, Training, Leadership, Business Development, Business Analysis, Customer Service, Proposal Writing, Project Management, Cost Benefit, Change Management, Project Planning, Community Development, Resource Management, Quality Assurance, Scrum, Visio, Analytics, Budgets, Testing
Education
Rensselaer Polytechnic Institute 1971 — 1977
Ph. D., Computer and Systems Engineering
Applied Strategic Planning February 2010 - March 2014
NYLIFE Securities LLC November 2009 - January 2011
New York Life Insurance Company July 2009 - January 2011
American Student Assistance February 2004 - January 2009
Edgewater Technology 2000 - 2004
TASC October 1988 - December 1999
TASC 1976 - 1988
Skills
Management, Program Management, Vendor Management, Process Improvement, Recruiting, IT Strategy, Integration, SDLC, Cross-functional Team..., Databases, Agile Methodologies, Software Development, SQL, Strategy, Training, Leadership, Business Development, Business Analysis, Customer Service, Proposal Writing, Project Management, Cost Benefit, Change Management, Project Planning, Community Development, Resource Management, Quality Assurance, Scrum, Visio, Analytics, Budgets, Testing
Education
Rensselaer Polytechnic Institute 1971 — 1977
Ph. D., Computer and Systems Engineering
Mark Lenert's NYLIFE Securities LLC Experience July 2002 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies, LLC January 2013 - Present
NYLIFE Securities LLC July 2002 - Present
New York Life Insurance Company April 2002 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Investments, Legacy Planning, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Protecton..., Risk Management, Succession Planning, Wealth Preservation...
Education
Pennsylvania State University 1986 — 1991
Mathematics
Eagle Strategies, LLC January 2013 - Present
NYLIFE Securities LLC July 2002 - Present
New York Life Insurance Company April 2002 - Present
Skills
Asset Protection, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Investments, Legacy Planning, Lifetime Income..., Long Term Care Insurance, Multi-generational..., Protecton..., Risk Management, Succession Planning, Wealth Preservation...
Education
Pennsylvania State University 1986 — 1991
Mathematics
Shahnaz Razvi, RFC, CLTC, LUTCF's NYLIFE Securities LLC Experience January 2007 - December 2012
Job VP Sales, Accelerated Retirement Benefits Extreme Tax Relief for Individuals and high net worth business owners
Industry Financial Services
Experience
Accelerated Retirement Benefits August 2015 - Present
Kingsview Asset Management, LLC October 2014 - Present
Principal Financial Group November 2013 - June 2014
New York Life Insurance Company January 2007 - December 2012
NYLIFE Securities LLC. January 2007 - December 2012
Wells Fargo Bank November 2005 - January 2007
Skills
Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, Student Financial Aid, Investments, IRAs, Long-term Care, Employee Benefits, Wealth, Business Analysis, Health Insurance..., Mutual Funds, Insurance, Disability Insurance, Finance, Securities, Series 7, Extreme Tax Relief, Business Owner Solutions
Education
Osmania University 1973 — 1976
Bachelor of Arts (BA), English Literature, Psychology and Philosophy
Rosary Convent High School 1961 — 1971
Accelerated Retirement Benefits August 2015 - Present
Kingsview Asset Management, LLC October 2014 - Present
Principal Financial Group November 2013 - June 2014
New York Life Insurance Company January 2007 - December 2012
NYLIFE Securities LLC. January 2007 - December 2012
Wells Fargo Bank November 2005 - January 2007
Skills
Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, Student Financial Aid, Investments, IRAs, Long-term Care, Employee Benefits, Wealth, Business Analysis, Health Insurance..., Mutual Funds, Insurance, Disability Insurance, Finance, Securities, Series 7, Extreme Tax Relief, Business Owner Solutions
Education
Osmania University 1973 — 1976
Bachelor of Arts (BA), English Literature, Psychology and Philosophy
Rosary Convent High School 1961 — 1971
Craig Haines's NYLIFE Securities LLC Experience November 1984 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 1984 - Present
New York Life Insurance Company November 1984 - Present
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Long-term Care, IRAs, Estate Planning, Term Life Insurance, Health Insurance, Public Speaking, 401k Rollovers, Asset Protection, Universal Life, Permanent Life Insurance, Disability Insurance, Fundraising, Leadership, Event Planning
Education
University of Virginia 1981 — 1984
Master of Arts (M.A.), Government and Foreign Affairs
Pushkin State Russian Language Institute 1983 — 1983
Russian Language and Literature
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor's degree, History
Masters in Financial Plannng
Russian Language
NYLIFE Securities LLC November 1984 - Present
New York Life Insurance Company November 1984 - Present
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Long-term Care, IRAs, Estate Planning, Term Life Insurance, Health Insurance, Public Speaking, 401k Rollovers, Asset Protection, Universal Life, Permanent Life Insurance, Disability Insurance, Fundraising, Leadership, Event Planning
Education
University of Virginia 1981 — 1984
Master of Arts (M.A.), Government and Foreign Affairs
Pushkin State Russian Language Institute 1983 — 1983
Russian Language and Literature
Virginia Polytechnic Institute and State University 1974 — 1979
Bachelor's degree, History
Masters in Financial Plannng
Russian Language
Linda MacLeod, CRPC, MBA's NYLIFE Securities LLC Experience March 2014 - Present
Job Financial Services Professional helping families, retirees, and small business owners achieve financial security
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Samuel Suh's NYLIFE Securities LLC Experience August 2013 - July 2014
Job Head of Product Development at KINE Design, Inc
Industry Design
Experience
KINE Design, Inc September 2014 - Present
NYLIFE Securities LLC August 2013 - July 2014
WindowBox Design 2008 - 2008
E2West 2007 - 2007
Skills
Design, Product Design, Product Design Support, Social Networking, Charities, Planned Giving, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Charitable Trusts, Charity, MIG Welding, TIG Welding
Education
Pace University School of Law 2009 — 2012
Juris Doctor (J.D.), Real Estate Law, Wills Trusts and Estates Law
Northeastern University 2001 — 2006
Bachelors, Business Management, Marketing
University of California, Berkeley 2014 — 2014
Design and Applied Arts
UCLA 2006 — 2008
Real Estate Development, Real Estate
Yonsei University 2007 — 2007
Scarsdale High School 1996 — 2001
High School Diploma
KINE Design, Inc September 2014 - Present
NYLIFE Securities LLC August 2013 - July 2014
WindowBox Design 2008 - 2008
E2West 2007 - 2007
Skills
Design, Product Design, Product Design Support, Social Networking, Charities, Planned Giving, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Charitable Trusts, Charity, MIG Welding, TIG Welding
Education
Pace University School of Law 2009 — 2012
Juris Doctor (J.D.), Real Estate Law, Wills Trusts and Estates Law
Northeastern University 2001 — 2006
Bachelors, Business Management, Marketing
University of California, Berkeley 2014 — 2014
Design and Applied Arts
UCLA 2006 — 2008
Real Estate Development, Real Estate
Yonsei University 2007 — 2007
Scarsdale High School 1996 — 2001
High School Diploma
Larry Lutvak's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Internet
Experience
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company September 2014 - Present
Aflac May 2014 - July 2014
YMCA January 2013 - March 2014
Landscape Lighting World January 2010 - December 2012
GSA Preview June 2009 - 2010
MASSCOMP/Concurrent, Stratus Computer, EMC, AVID Technology, Avici Systems 1984 - 2009
Skills
Sales, Leadership, Lifetime Income..., Gifting Strategies, Grandchildren Gifting, 401k Rollovers, IRA Rollovers, Annuity Sales, Multi-generational..., Education Funding..., Estate Planning, Key Person Insurance, Multi-generational..., Permanent Life Insurance, Personal Finance, Protection Planning /..., Customer Relations
Education
Northeastern University 1981 — 1983
MBA, Manufacturing & Finance
University of Rhode Island 1974 — 1978
Bachelor's degree, Industrial and Organizational Psychology
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company September 2014 - Present
Aflac May 2014 - July 2014
YMCA January 2013 - March 2014
Landscape Lighting World January 2010 - December 2012
GSA Preview June 2009 - 2010
MASSCOMP/Concurrent, Stratus Computer, EMC, AVID Technology, Avici Systems 1984 - 2009
Skills
Sales, Leadership, Lifetime Income..., Gifting Strategies, Grandchildren Gifting, 401k Rollovers, IRA Rollovers, Annuity Sales, Multi-generational..., Education Funding..., Estate Planning, Key Person Insurance, Multi-generational..., Permanent Life Insurance, Personal Finance, Protection Planning /..., Customer Relations
Education
Northeastern University 1981 — 1983
MBA, Manufacturing & Finance
University of Rhode Island 1974 — 1978
Bachelor's degree, Industrial and Organizational Psychology
Jeff Adler's NYLIFE Securities LLC Experience May 2012 - August 2014
Job Financial Services Professional at Center for Wealth Preservation / MassMutual
Industry Financial Services
Experience
Center for Wealth Preservation / MassMutual September 2014 - Present
NYLIFE Securities LLC May 2012 - August 2014
Citibank May 2010 - December 2011
Citibank January 2006 - May 2010
Northwestern Mutual November 2003 - January 2006
Dime Securities February 1997 - December 2002
Mass Mutual 1991 - 1992
Hampton Chemists 1978 - 1987
Skills
401(k) Rollovers, Licensed Life Insurance..., Estate Planning, Annuity Sales
Education
Queens College
B.A., History
Center for Wealth Preservation / MassMutual September 2014 - Present
NYLIFE Securities LLC May 2012 - August 2014
Citibank May 2010 - December 2011
Citibank January 2006 - May 2010
Northwestern Mutual November 2003 - January 2006
Dime Securities February 1997 - December 2002
Mass Mutual 1991 - 1992
Hampton Chemists 1978 - 1987
Skills
401(k) Rollovers, Licensed Life Insurance..., Estate Planning, Annuity Sales
Education
Queens College
B.A., History
Helen Song CLU, CLTC, LUTCF's NYLIFE Securities LLC Experience October 1998 - Present
Job Financial Adviser Eagle Strategies LLC
Industry Insurance
Experience
NYLIFE Securities LLC October 1998 - Present
Eagle Strategies, LLC November 2009 - Present
New York Life Insurance Company October 1998 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Annuity Sales, Education Funding, Investments, Estate Planning, Long-term Care, Financial Advisory, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation..., personal finance, Risk Management, Financial Services, IRAs, Business Planning, Individual Pension Plans, Key Person Insurance, SEP IRA, Simple IRA, Defined Benefit
Education
The American College 2010 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 1998 — 2000
LUTCF, Life Underwriter Training Council Fellow
Santa Clara University
Finance
Peking University
English Language and Literature
NYLIFE Securities LLC October 1998 - Present
Eagle Strategies, LLC November 2009 - Present
New York Life Insurance Company October 1998 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Annuity Sales, Education Funding, Investments, Estate Planning, Long-term Care, Financial Advisory, Gifting Strategies, Key Person Protection, Legacies, Protection..., Wealth Preservation..., personal finance, Risk Management, Financial Services, IRAs, Business Planning, Individual Pension Plans, Key Person Insurance, SEP IRA, Simple IRA, Defined Benefit
Education
The American College 2010 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 1998 — 2000
LUTCF, Life Underwriter Training Council Fellow
Santa Clara University
Finance
Peking University
English Language and Literature
Brian Bartrug's NYLIFE Securities LLC Experience January 2011 - Present
Job Registered Representative, New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities, LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
B & B Distributing, LLC July 1999 - June 2011
Hanover County Fire and EMS July 1997 - July 1999
Skills
Retirement, Retirement Planning, Insurance, Investments, Small Business, Estate Planning, 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Protection..., Succession Planning, Annuity Sales, Wealth Preservation...
Education
Randolph-Macon College 1992 — 1993
Lee Davis High School 1989 — 1992
NYLIFE Securities, LLC January 2011 - Present
New York Life Insurance Company January 2011 - Present
B & B Distributing, LLC July 1999 - June 2011
Hanover County Fire and EMS July 1997 - July 1999
Skills
Retirement, Retirement Planning, Insurance, Investments, Small Business, Estate Planning, 401k Rollovers, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Protection..., Succession Planning, Annuity Sales, Wealth Preservation...
Education
Randolph-Macon College 1992 — 1993
Lee Davis High School 1989 — 1992
Michael C. Quilter's NYLIFE Securities LLC Experience November 1996 - Present
Job Devoted Financial Services Professional helping individuals find peace of mind in todays economy
Industry Financial Services
Experience
New York Life Insurance Company November 1996 - Present
NYLIFE Securities LLC November 1996 - Present
Michael C. Quilter, CPA June 1983 - September 2011
Jefferson Savings Bank January 1990 - September 1996
Franklin Federal Savings & Loan Association May 1976 - December 1984
Skills
Annuity Sales, Asset Protection, CLU, Insurance, Investments, Licensed Life Insurance..., Retirement, Wealth Preservation..., 401(k) Rollovers
Education
The American College 2005 — 2008
ChFC, Finance and Financial Management Services
The American College 1999 — 2001
CLU, Finance and Financial Management Services
Ohio Northern University 1967 — 1971
Bachelor of Arts (B.A.), Accounting and Finance
New York Life Insurance Company November 1996 - Present
NYLIFE Securities LLC November 1996 - Present
Michael C. Quilter, CPA June 1983 - September 2011
Jefferson Savings Bank January 1990 - September 1996
Franklin Federal Savings & Loan Association May 1976 - December 1984
Skills
Annuity Sales, Asset Protection, CLU, Insurance, Investments, Licensed Life Insurance..., Retirement, Wealth Preservation..., 401(k) Rollovers
Education
The American College 2005 — 2008
ChFC, Finance and Financial Management Services
The American College 1999 — 2001
CLU, Finance and Financial Management Services
Ohio Northern University 1967 — 1971
Bachelor of Arts (B.A.), Accounting and Finance
Jimmy Dashner's NYLIFE Securities LLC Experience April 2012 - September 2012
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF September 2012 - April 2014
NYLIFE Securities LLC April 2012 - September 2012
New York Life Insurance Company October 2011 - September 2012
Schonfeld Group June 2007 - September 2011
Skills
Series 7, Proficient in Microsoft..., Knowledgeable of Equity..., NC Licensed Life &..., NC Licensed Medicare..., Series 66
Education
North Carolina State University 2002 — 2007
BS, Economics
TIAA-CREF April 2014 - Present
TIAA-CREF September 2012 - April 2014
NYLIFE Securities LLC April 2012 - September 2012
New York Life Insurance Company October 2011 - September 2012
Schonfeld Group June 2007 - September 2011
Skills
Series 7, Proficient in Microsoft..., Knowledgeable of Equity..., NC Licensed Life &..., NC Licensed Medicare..., Series 66
Education
North Carolina State University 2002 — 2007
BS, Economics
Mark Granoff's NYLIFE Securities LLC Experience September 1969 - Present
Job Employee Benefits and Personal Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC September 1969 - Present
New York Life Insurance Company September 1969 - Present
U.S. Army 1970 - 1972
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Employee Benefits, Long Term Care Insurance, Whole Life, Estate Planning, 401k Rollovers, Universal Life, Retirement, Key Person Insurance, Mutual Funds, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Personal Finance, Education Funding..., Investments
Education
Norwich University 1965 — 1969
BS, Business Administration
NYLIFE Securities LLC September 1969 - Present
New York Life Insurance Company September 1969 - Present
U.S. Army 1970 - 1972
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Employee Benefits, Long Term Care Insurance, Whole Life, Estate Planning, 401k Rollovers, Universal Life, Retirement, Key Person Insurance, Mutual Funds, Variable Annuities, Wealth Preservation..., Wealth Transfer..., Personal Finance, Education Funding..., Investments
Education
Norwich University 1965 — 1969
BS, Business Administration
Randy Shotland's NYLIFE Securities LLC Experience 2000 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 2000 - Present
Avalanche outerwear January 1995 - January 2000
Education
Pace University
MBA, Business
NYLIFE Securities LLC 2000 - Present
Avalanche outerwear January 1995 - January 2000
Education
Pace University
MBA, Business
Douglas Thurber's NYLIFE Securities LLC Experience 2014 - Present
Job Agent with New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC 2014 - Present
Federated Insurance 2010 - April 2014
Skills
Insurance, Estate Planning, Retirement Planning, Retirement, Key Person Insurance, Life Insurance, 401k Rollovers, Wealth Preservation..., Annuity Sales, Multi-generational..., Asset Protection, Building Relationships, Business Insurance..., Business Exit Strategy, Business Networking, Business Succession..., Permanent Life Insurance, Buy Sell Agreements, Succession Planning, Charitable Giving, Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Gifting Strategies, IRA Rollovers, Lead Generation, Leadership, Legacies, Legacy Planning, Long Term Care Insurance, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Tasking Skills, Networking, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Risk Management, Seminar Marketing, Small Business, Supplements to Employee..., Wealth Transfer...
Education
Purdue University
NYLIFE Securities LLC 2014 - Present
Federated Insurance 2010 - April 2014
Skills
Insurance, Estate Planning, Retirement Planning, Retirement, Key Person Insurance, Life Insurance, 401k Rollovers, Wealth Preservation..., Annuity Sales, Multi-generational..., Asset Protection, Building Relationships, Business Insurance..., Business Exit Strategy, Business Networking, Business Succession..., Permanent Life Insurance, Buy Sell Agreements, Succession Planning, Charitable Giving, Communication, Creative Problem Solving, Customer Insight, Customer Relations, Customer Retention, Customer Satisfaction, Education Funding..., Gifting Strategies, IRA Rollovers, Lead Generation, Leadership, Legacies, Legacy Planning, Long Term Care Insurance, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Generational..., Multi-Tasking Skills, Networking, Personal Finance, Problem Solving, Protection..., Public Speaking, Relationship Management, Risk Management, Seminar Marketing, Small Business, Supplements to Employee..., Wealth Transfer...
Education
Purdue University
Joe Diamond's NYLIFE Securities LLC Experience January 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2011 - Present
Diamond Futures November 2006 - June 2012
Precision Trading January 2004 - January 2006
COMEX January 1997 - December 2004
Dean Witter Reynolds/Carr Futures January 1993 - December 1997
Skills
Insurance, Risk Management, Retirement Planning, Investments, Financial Services, Retirement, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Protection..., Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Financial Risk, Fixed Income, Series 7, Financial Analysis, Finance, Analysis, Capital Markets, Financial Modeling, Options
Education
Queen's University Belfast 1980 — 1983
Economics Honors Degree, Economics, Economic History
NYLIFE Securities LLC January 2012 - Present
New York Life Insurance Company January 2011 - Present
Diamond Futures November 2006 - June 2012
Precision Trading January 2004 - January 2006
COMEX January 1997 - December 2004
Dean Witter Reynolds/Carr Futures January 1993 - December 1997
Skills
Insurance, Risk Management, Retirement Planning, Investments, Financial Services, Retirement, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Satisfaction, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Legacies, Legacy Planning, Licensed in Long Term..., Life Insurance, Life Insurance..., Lifetime Income..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Protection..., Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Financial Risk, Fixed Income, Series 7, Financial Analysis, Finance, Analysis, Capital Markets, Financial Modeling, Options
Education
Queen's University Belfast 1980 — 1983
Economics Honors Degree, Economics, Economic History
Jevon Ricks's NYLIFE Securities LLC Experience 2006 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life Insurance Company 2006 - Present
NYLIFE Securities, LLC 2006 - Present
Skills
Term Life Insurance, Life Insurance, Retirement Planning, Insurance, Estate Planning, Retirement, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Education Funding..., Investments, IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Seminar Marketing, Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
Philander Smith College 1993 — 1998
Bachelor of Business Administration (BBA), Investments and Securities
Horace Mann
Parkview High School
New York Life Insurance Company 2006 - Present
NYLIFE Securities, LLC 2006 - Present
Skills
Term Life Insurance, Life Insurance, Retirement Planning, Insurance, Estate Planning, Retirement, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Education Funding..., Investments, IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Personal Finance, Protection..., Public Speaking, Seminar Marketing, Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
Philander Smith College 1993 — 1998
Bachelor of Business Administration (BBA), Investments and Securities
Horace Mann
Parkview High School
Sean Gooden's NYLIFE Securities LLC Experience February 2014 - Present
Job Dedicated Financial Services Professional creating and preserving wealth for families & businesses in the State of Texas
Industry Insurance
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company October 2013 - Present
Gooden Sweet Gourmet Treats, LLC April 2010 - Present
Pharmaco January 2013 - September 2013
MarketStar September 2012 - January 2013
Austin American-Statesman 2004 - 2005
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, IRA Rollovers, Buy-sell Agreements, Annuity Sales, Account Management, Lifetime Income..., Education Funding..., Direct Sales, Legacy Planning, Multi-generational..., Business Succession..., Customer Satisfaction, Seminar Marketing, Supplements to Employee..., Investments, Leadership, Key Person Insurance, Grandchild Gifting, Wealth Preservation..., IRAs, Succession Planning, Entrepreneurship
Education
Morehouse College
Degree in progress, Political Science and Government
U.T. McCombs School of Business
CMBA Program Graduate, Community Minority Business Advancement Program
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company October 2013 - Present
Gooden Sweet Gourmet Treats, LLC April 2010 - Present
Pharmaco January 2013 - September 2013
MarketStar September 2012 - January 2013
Austin American-Statesman 2004 - 2005
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, IRA Rollovers, Buy-sell Agreements, Annuity Sales, Account Management, Lifetime Income..., Education Funding..., Direct Sales, Legacy Planning, Multi-generational..., Business Succession..., Customer Satisfaction, Seminar Marketing, Supplements to Employee..., Investments, Leadership, Key Person Insurance, Grandchild Gifting, Wealth Preservation..., IRAs, Succession Planning, Entrepreneurship
Education
Morehouse College
Degree in progress, Political Science and Government
U.T. McCombs School of Business
CMBA Program Graduate, Community Minority Business Advancement Program
Robert Oddo's NYLIFE Securities LLC Experience October 2013 - Present
Job Dedicated Financial Services Professional helping small business owners and individuals retire on their own terms
Industry Financial Services
Experience
NYLIFE Securities LLC October 2013 - Present
WesBanco January 2013 - October 2013
Huntington National Bank July 2009 - December 2012
PNC Financial Services Group 2002 - 2009
Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Key Person Protection, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Point Park University 1994 — 1996
Mechanical Engineering Related Technologies/Technicians
Pittsburgh Institute of Aeronautics 1986 — 1988
Associate's degree, Aviation/Airway Management and Operations
East Allegheny 1982 — 1986
NYLIFE Securities LLC October 2013 - Present
WesBanco January 2013 - October 2013
Huntington National Bank July 2009 - December 2012
PNC Financial Services Group 2002 - 2009
Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Key Person Protection, Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Point Park University 1994 — 1996
Mechanical Engineering Related Technologies/Technicians
Pittsburgh Institute of Aeronautics 1986 — 1988
Associate's degree, Aviation/Airway Management and Operations
East Allegheny 1982 — 1986
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY