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
Timothy Popko Timothy Popko'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
Legal Aid Society of the Orange County Bar Association June 2013 - August 2013
Skills
Mutual Funds, Retirement Planning, Investments, 401k Rollovers, Account Management, Licensed in Long Term..., Life Insurance..., Estate Planning, Business Planning, Education Funding..., Buy-sell Agreements, Employee Benefits, Personal Finance, Asset Protection, Business Insurance..., Life Insurance
Education
SUNY Cortland 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company November 2013 - Present
Legal Aid Society of the Orange County Bar Association June 2013 - August 2013
Skills
Mutual Funds, Retirement Planning, Investments, 401k Rollovers, Account Management, Licensed in Long Term..., Life Insurance..., Estate Planning, Business Planning, Education Funding..., Buy-sell Agreements, Employee Benefits, Personal Finance, Asset Protection, Business Insurance..., Life Insurance
Education
SUNY Cortland 2009 — 2013
Bachelor of Science (BS), Business/Managerial Economics
Rich Maus Rich Maus's NYLIFE Securities LLC Experience 2005 - Present
Job Member Agent at The Nautilus Group
Industry Financial Services
Experience
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
The Nautilus Group 2005 - Present
New York Life Insurance Company 2005 - Present
Eagle Strategies, LLC 2005 - Present
NYLIFE Securities, LLC 2005 - Present
Skills
Estate Planning, Legacy Planning, Retirement Planning, Asset Protection, Financial Services, Management, Leadership, Financial Planning, Life Insurance, Customer Service, Analysis
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond Sindone Raymond Sindone's NYLIFE Securities LLC Experience September 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2006 - Present
Skills
Insurance, Financial Services, Estate Planning, Employee Benefits, Sales, Annuity Sales, Key Person Protection, Wealth, Wealth Preservation..., Investment Strategies, Retirement, 401 (k) Rollovers, Wealth Preservation, Wealth Transfer, Multi-Generational..., Key Person Insurance, Buy-sell Agreements, Investments
Education
Cicero-North Syracuse
SUNY Potsdam
Bachelor of Science (BS), Labor and Industrial Relations
State University of New York College of Agriculture and Technology at Morrisville
Associate of Arts and Sciences (A.A.S.)
NYLIFE Securities LLC September 2006 - Present
Skills
Insurance, Financial Services, Estate Planning, Employee Benefits, Sales, Annuity Sales, Key Person Protection, Wealth, Wealth Preservation..., Investment Strategies, Retirement, 401 (k) Rollovers, Wealth Preservation, Wealth Transfer, Multi-Generational..., Key Person Insurance, Buy-sell Agreements, Investments
Education
Cicero-North Syracuse
SUNY Potsdam
Bachelor of Science (BS), Labor and Industrial Relations
State University of New York College of Agriculture and Technology at Morrisville
Associate of Arts and Sciences (A.A.S.)
Eric Gibboney Eric Gibboney's NYLIFE Securities LLC Experience June 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company May 2013 - Present
KGO-TV December 2010 - March 2011
KTLN-TV September 2003 - November 2010
Roelof Drenth Real Estate Agent April 2007 - April 2009
KTLN 2003 - 2008
Skills
Small Business, Licensed Life Insurance..., Retirement Planning, Key Person Protection, Thought Leadership, 401k Rollovers, Asset Protection, Estate Planning, Time Management, Annuity Sales, Multi-generational..., Legacies, Wealth Preservation..., Protection..., Gifting Strategies, Succession Planning, Multi Tasking, Investments, Simple IRA, Financial Services
Education
San Francisco State University 1994 — 1996
Cinema Production, Cinema, Cinematography
Saddleback College 1991 — 1994
Associate of Arts (AA), General Studies
Dana Hills High School 1983 — 1985
Capistrano Valley Christian School 1981 — 1983
NYLIFE Securities LLC June 2014 - Present
New York Life Insurance Company May 2013 - Present
KGO-TV December 2010 - March 2011
KTLN-TV September 2003 - November 2010
Roelof Drenth Real Estate Agent April 2007 - April 2009
KTLN 2003 - 2008
Skills
Small Business, Licensed Life Insurance..., Retirement Planning, Key Person Protection, Thought Leadership, 401k Rollovers, Asset Protection, Estate Planning, Time Management, Annuity Sales, Multi-generational..., Legacies, Wealth Preservation..., Protection..., Gifting Strategies, Succession Planning, Multi Tasking, Investments, Simple IRA, Financial Services
Education
San Francisco State University 1994 — 1996
Cinema Production, Cinema, Cinematography
Saddleback College 1991 — 1994
Associate of Arts (AA), General Studies
Dana Hills High School 1983 — 1985
Capistrano Valley Christian School 1981 — 1983
Denise Davis Denise Davis's NYLIFE Securities LLC Experience June 2011 - Present
Job Financial Services Professional
Industry Insurance
Experience
NYLIFE Securities LLC June 2011 - Present
Congregation B'nai Tikvah-Beth Israel 2010 - 2012
American Friends Service Committee March 2008 - October 2009
American Friends Service Committee October 1996 - February 2008
Skills
Gifting Strategies, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Legacies Protection, Key Person Protection, Retirement, Retirement Planning, Time Management, Wealth Preservation..., Succession planning, Strategic Planning, Finance, Succession Planning, Customer Service, Nonprofits, Fundraising
Education
Rutgers University – Camden 1991 — 1993
MA, Public History
NYLIFE Securities LLC June 2011 - Present
Congregation B'nai Tikvah-Beth Israel 2010 - 2012
American Friends Service Committee March 2008 - October 2009
American Friends Service Committee October 1996 - February 2008
Skills
Gifting Strategies, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Legacies Protection, Key Person Protection, Retirement, Retirement Planning, Time Management, Wealth Preservation..., Succession planning, Strategic Planning, Finance, Succession Planning, Customer Service, Nonprofits, Fundraising
Education
Rutgers University – Camden 1991 — 1993
MA, Public History
Joseph Gettler Joseph Gettler'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 May 2013 - Present
NYLIFE Securities LLC March 2014 - Present
Hot Topic March 2004 - June 2012
Gadzooks July 2002 - March 2004
Aeropostale February 2000 - June 2002
Pacific Sunwear April 1998 - February 2000
Design's Inc. April 1993 - March 1998
Skills
Visual Merchandising, Retail, Retirement, Shrinkage, New Store Openings, Insurance, Financial Services, Store Operations, Retail Sales, Annuity Sales, Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Protection..., Asset Protection, Wealth Preservation..., Gifting Strategies, Key Person Protection, Legacies, Life Insurance, Merchandising, Customer Service, Team Building
Education
Adirondack Community College
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC March 2014 - Present
Hot Topic March 2004 - June 2012
Gadzooks July 2002 - March 2004
Aeropostale February 2000 - June 2002
Pacific Sunwear April 1998 - February 2000
Design's Inc. April 1993 - March 1998
Skills
Visual Merchandising, Retail, Retirement, Shrinkage, New Store Openings, Insurance, Financial Services, Store Operations, Retail Sales, Annuity Sales, Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Protection..., Asset Protection, Wealth Preservation..., Gifting Strategies, Key Person Protection, Legacies, Life Insurance, Merchandising, Customer Service, Team Building
Education
Adirondack Community College
Gary Zittlow's NYLIFE Securities LLC Experience January 2000 - Present
Job Dedicated Financial Services Professional providing Retiremnt and Business Succession services to reduce risk and taxes
Industry Financial Services
Experience
NYLIFE Securities LLC January 2000 - Present
Adkins Securities January 1997 - January 2000
The Buyer's Agent Inc. August 1995 - January 1997
Franchise Business Systems/Grow Biz Inc. July 1989 - August 1995
Adkins Securities June 1983 - July 1989
Tieg-Ross/Reuben-Alstead/R J Steichen Securities January 1972 - June 1983
Skills
Retirement Planning, Retirement, Small Business..., Wealth Preservation..., Protection..., Estate Planning, Key Person Protection, Licensed Life Insurance..., Investments, Licensed in Long Term..., Asset Protection, 401k Rollovers, Annuity Sales, Gifting Strategies, Mutual Funds, Strategic Financial..., Fixed Annuities, Life Insurance
Education
St. Cloud State University 1964 — 1968
BA, MA '71, Psychology
NYLIFE Securities LLC January 2000 - Present
Adkins Securities January 1997 - January 2000
The Buyer's Agent Inc. August 1995 - January 1997
Franchise Business Systems/Grow Biz Inc. July 1989 - August 1995
Adkins Securities June 1983 - July 1989
Tieg-Ross/Reuben-Alstead/R J Steichen Securities January 1972 - June 1983
Skills
Retirement Planning, Retirement, Small Business..., Wealth Preservation..., Protection..., Estate Planning, Key Person Protection, Licensed Life Insurance..., Investments, Licensed in Long Term..., Asset Protection, 401k Rollovers, Annuity Sales, Gifting Strategies, Mutual Funds, Strategic Financial..., Fixed Annuities, Life Insurance
Education
St. Cloud State University 1964 — 1968
BA, MA '71, Psychology
Clifford Wong's NYLIFE Securities LLC Experience 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
Skills
401k Rollovers, Estate Planning, Life Insurance, Annuity Sales, Key Person Protection, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Retirement, Financial Services
Education
San Francisco State University
Bachelor of Science (BS), Accounting
NYLIFE Securities LLC 2009 - Present
New York Life Insurance Company 2009 - Present
Skills
401k Rollovers, Estate Planning, Life Insurance, Annuity Sales, Key Person Protection, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Retirement, Financial Services
Education
San Francisco State University
Bachelor of Science (BS), Accounting
Cathy Terrell Cathy Terrell's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
Education
Texas Tech University 1992 — 1995
Bachelor of Science (BS), Biology
Texas Woman's University 1997 — 1999
Secondary Education and Teaching
Paschal High School 1988 — 1992
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
Education
Texas Tech University 1992 — 1995
Bachelor of Science (BS), Biology
Texas Woman's University 1997 — 1999
Secondary Education and Teaching
Paschal High School 1988 — 1992
Antonio D. Sankey, CLU, ChFC, CASL, REBC, RHU's NYLIFE Securities LLC Experience January 2001 - Present
Job Dedicated Financial Adviser helping individuals, families, and business owners achieve financial independence
Industry Financial Services
Experience
Eagle Strategies, LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
NYLIFE Securities LLC January 2001 - Present
American General Life and Accident August 1998 - January 2001
Skills
Retirement Planning, Multi-Generational..., Asset Protection, Multi-Generational..., Estate Planning, 401(k) Rollovers, Investments, Wealth Preservation..., Succession Planning, Protection Planning/..., Small Business, Gifting Strategies, CLU, Insurance, Finance, FINRA, Securities, Financial Services, Multi-generational..., Life Insurance, Retirement, Wealth Management, Customer Service, Public Speaking, Wealth, Fixed Annuities, Leadership, Microsoft Office
Education
The American College
CLU, ChFC, CASL, REBC, RHU, Financial Planning and Services
Talladega College
University of Alabama at Birmingham
Eagle Strategies, LLC January 2001 - Present
New York Life Insurance Company January 2001 - Present
NYLIFE Securities LLC January 2001 - Present
American General Life and Accident August 1998 - January 2001
Skills
Retirement Planning, Multi-Generational..., Asset Protection, Multi-Generational..., Estate Planning, 401(k) Rollovers, Investments, Wealth Preservation..., Succession Planning, Protection Planning/..., Small Business, Gifting Strategies, CLU, Insurance, Finance, FINRA, Securities, Financial Services, Multi-generational..., Life Insurance, Retirement, Wealth Management, Customer Service, Public Speaking, Wealth, Fixed Annuities, Leadership, Microsoft Office
Education
The American College
CLU, ChFC, CASL, REBC, RHU, Financial Planning and Services
Talladega College
University of Alabama at Birmingham
Denise Bayer, LUTCF Denise Bayer, LUTCF's NYLIFE Securities LLC Experience June 2004 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC June 2004 - Present
Skills
Insurance, Retirement Planning, Accounting, Securities, Life Insurance, Retirement, Financial Services, Finance, Analysis, Fixed Annuities, Strategic Planning, Term Life Insurance, Long-term Care, Disability Insurance, Investments, Customer Service, Financial Planning, Management
Education
Texas Woman's University 1997 — 2000
M.Ed., Educational Administration and Supervision
Texas Woman's University 1990 — 1994
Bachelor of Science, Elementary Education and Teaching
NYLIFE Securities LLC June 2004 - Present
Skills
Insurance, Retirement Planning, Accounting, Securities, Life Insurance, Retirement, Financial Services, Finance, Analysis, Fixed Annuities, Strategic Planning, Term Life Insurance, Long-term Care, Disability Insurance, Investments, Customer Service, Financial Planning, Management
Education
Texas Woman's University 1997 — 2000
M.Ed., Educational Administration and Supervision
Texas Woman's University 1990 — 1994
Bachelor of Science, Elementary Education and Teaching
Ricky Diaz Ricky Diaz's NYLIFE Securities LLC Experience April 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2014 - Present
Skills
Life Insurance, Retirement Planning, Small Business, Asset Protection, Business Networking, Estate Planning, Key Person Insurance, 401k Rollovers, Business Planning, Retirement Income..., Supplements to Employee..., Investments, Mutual Funds, Financial Services, Education Funding..., Sales Management, Team Building, Team Leadership, Strategic Planning, Finance, Customer Service, Insurance
Education
Texas State University 2012 — 2013
Finance, General
The University of Texas at El Paso 2011 — 2012
Finance, General
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company March 2014 - Present
Skills
Life Insurance, Retirement Planning, Small Business, Asset Protection, Business Networking, Estate Planning, Key Person Insurance, 401k Rollovers, Business Planning, Retirement Income..., Supplements to Employee..., Investments, Mutual Funds, Financial Services, Education Funding..., Sales Management, Team Building, Team Leadership, Strategic Planning, Finance, Customer Service, Insurance
Education
Texas State University 2012 — 2013
Finance, General
The University of Texas at El Paso 2011 — 2012
Finance, General
Piero Di Lorenzo's NYLIFE Securities LLC Experience April 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2012 - Present
Skills
Retirement, Wealth Preservation..., 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, Charitable Giving, Customer Service, Finance, Financial Services, Life Insurance, Sales, Securities
Education
State University of New York Empire State College
Accounting and Finance
NYLIFE Securities LLC April 2014 - Present
New York Life Insurance Company April 2012 - Present
Skills
Retirement, Wealth Preservation..., 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, Charitable Giving, Customer Service, Finance, Financial Services, Life Insurance, Sales, Securities
Education
State University of New York Empire State College
Accounting and Finance
Michael R. Duke's NYLIFE Securities LLC Experience December 2009 - Present
Job Financial Services Professional at NYLife Securities, LLC
Industry Insurance
Experience
NYLIFE Securities LLC December 2009 - Present
New York Life Insruance Company December 2009 - Present
Regions Bank June 2007 - June 2009
Pitney Bowes May 2004 - June 2007
Chase Bank April 1999 - May 2004
Buzz Post 1991 - 1997
Buzz Post 1991 - 1997
Skills
Securities, Financial Services, Personal Financial..., Life Insurance, Retirement Planning, Customer Service, 401k Rollovers, IRA Rollovers, Fixed Annuities, Term Life Insurance, Long-term Care, IRAs, Financial Planners, Mutual Funds, Insurance, Disability Insurance, Strategic Financial..., Wealth Management, Estate Planning, Financial Planning
Education
University of North Texas 2000 — 2004
"BS", College of Education
Tarrant County College 1997 — 2000
Associate's degree, Business Administration and Management, General
Mansfield High School 1989 — 1992
NYLIFE Securities LLC December 2009 - Present
New York Life Insruance Company December 2009 - Present
Regions Bank June 2007 - June 2009
Pitney Bowes May 2004 - June 2007
Chase Bank April 1999 - May 2004
Buzz Post 1991 - 1997
Buzz Post 1991 - 1997
Skills
Securities, Financial Services, Personal Financial..., Life Insurance, Retirement Planning, Customer Service, 401k Rollovers, IRA Rollovers, Fixed Annuities, Term Life Insurance, Long-term Care, IRAs, Financial Planners, Mutual Funds, Insurance, Disability Insurance, Strategic Financial..., Wealth Management, Estate Planning, Financial Planning
Education
University of North Texas 2000 — 2004
"BS", College of Education
Tarrant County College 1997 — 2000
Associate's degree, Business Administration and Management, General
Mansfield High School 1989 — 1992
Harvey Nuttall ChFC®, LUTCF® Harvey Nuttall ChFC®, LUTCF®'s NYLIFE Securities LLC Experience March 2004 - Present
Job Financial Advisor at Eagle Strategies, LLC A Registered Investment Adviser (New York Life Insurance Company)
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) March 2015 - Present
New York Life Insurance Company March 2004 - Present
NYLIFE Securities LLC March 2004 - Present
Land & Company 1998 - 2000
Skills
LUTCF, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, IRAs, Retirement, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Finance, Small Business, Disability Insurance
Education
The American College 2009 — 2015
Chartered Financial Consultant ChFC, Financial Planning and Services
Eagle Strategies, LLC (New York Life Company) March 2015 - Present
New York Life Insurance Company March 2004 - Present
NYLIFE Securities LLC March 2004 - Present
Land & Company 1998 - 2000
Skills
LUTCF, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, IRAs, Retirement, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Finance, Small Business, Disability Insurance
Education
The American College 2009 — 2015
Chartered Financial Consultant ChFC, Financial Planning and Services
Kim Luckey, ChFC®, CLU® Kim Luckey, ChFC®, CLU®'s NYLIFE Securities LLC Experience January 1996 - Present
Job Caring, passionate Financial Services Professional helping families and business owners in southwest Wisconsin.
Industry Financial Services
Experience
NYLIFE Securities LLC January 1996 - Present
New York LIfe Insurance Company December 1995 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Licensed Life Insurance..., ChFC, CLU
Education
Sullivan County Community College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences
Jeffersonville-Youngsville Central School 1962 — 1975
Regents Diploma, General Academics
NYLIFE Securities LLC January 1996 - Present
New York LIfe Insurance Company December 1995 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Licensed Life Insurance..., ChFC, CLU
Education
Sullivan County Community College 1975 — 1977
Associate of Arts (AA), Liberal Arts and Sciences
Jeffersonville-Youngsville Central School 1962 — 1975
Regents Diploma, General Academics
Sam Clyatt, CLU®, ChFC®, AEP®, CAP® Sam Clyatt, CLU®, ChFC®, AEP®, CAP®'s NYLIFE Securities LLC Experience December 1996 - Present
Job Experienced Financial Adviser at Eagle Strategies, LLC & Agent at New York Life Insurance Company
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) February 1997 - Present
NYLIFE Securities LLC December 1996 - Present
New York Life Insurance Company April 1977 - Present
Middle Tennessee State University December 1974 - December 1975
Skills
Investments, Protection..., Wealth Preservation..., Asset Protection, 401(k) Rollovers, Multi-generational..., Charitable Giving, Education Funding..., Retirement Income..., Strategic Planning
Education
MTSU 1973 — 1975
early American History
MTSU 1971 — 1972
Masters, History
Tennessee Temple University 1966 — 1970
Bachelors, History
Eagle Strategies, LLC (New York Life Company) February 1997 - Present
NYLIFE Securities LLC December 1996 - Present
New York Life Insurance Company April 1977 - Present
Middle Tennessee State University December 1974 - December 1975
Skills
Investments, Protection..., Wealth Preservation..., Asset Protection, 401(k) Rollovers, Multi-generational..., Charitable Giving, Education Funding..., Retirement Income..., Strategic Planning
Education
MTSU 1973 — 1975
early American History
MTSU 1971 — 1972
Masters, History
Tennessee Temple University 1966 — 1970
Bachelors, History
Dan Petrella Dan Petrella's NYLIFE Securities LLC Experience August 2014 - Present
Job Helping Business Owners, Families, and Retirees achieve financial greatness in Southern Ilinois
Industry Insurance
Experience
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company May 2014 - Present
Illinois Air National Guard August 2014 - Present
Illinois Army National Guard November 2013 - August 2014
Illinois Army National Guard April 2012 - November 2013
Illinois Army National Guard October 2011 - April 2012
Illinois Army National Guard May 2010 - October 2011
Illinois Army National Guard November 2005 - May 2010
Skills
Wealth Preservation..., Business Succession..., Estate Planning, Risk Management, Buy-sell Agreements, Leadership, Charitable Giving, Business Exit Strategy, Supplements to Employee..., Account Management, Business Insurance..., Investments, 401k Rollovers, IRA Rollovers, Asset Protection, Creative Problem Solving, Education Funding..., Gifting Strategies, Workshop Facilitation, Grandchild Gifting, Insurance, Business Networking, Key Person Insurance, Legacy Planning, Personal Finance, Retirement Planning, Small Business, Annuity Sales, Building Relationships, Communication, Customer Insight, Financial Services, Legacies, Lifetime Income..., Public Speaking, Thought Leadership, Writing, Time Management, Multi-generational..., Multi-generational..., Wealth Transfer...
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelor of Science (BS), Aviation/Airway Management and Operations, Military Science
NYLIFE Securities LLC August 2014 - Present
New York Life Insurance Company May 2014 - Present
Illinois Air National Guard August 2014 - Present
Illinois Army National Guard November 2013 - August 2014
Illinois Army National Guard April 2012 - November 2013
Illinois Army National Guard October 2011 - April 2012
Illinois Army National Guard May 2010 - October 2011
Illinois Army National Guard November 2005 - May 2010
Skills
Wealth Preservation..., Business Succession..., Estate Planning, Risk Management, Buy-sell Agreements, Leadership, Charitable Giving, Business Exit Strategy, Supplements to Employee..., Account Management, Business Insurance..., Investments, 401k Rollovers, IRA Rollovers, Asset Protection, Creative Problem Solving, Education Funding..., Gifting Strategies, Workshop Facilitation, Grandchild Gifting, Insurance, Business Networking, Key Person Insurance, Legacy Planning, Personal Finance, Retirement Planning, Small Business, Annuity Sales, Building Relationships, Communication, Customer Insight, Financial Services, Legacies, Lifetime Income..., Public Speaking, Thought Leadership, Writing, Time Management, Multi-generational..., Multi-generational..., Wealth Transfer...
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelor of Science (BS), Aviation/Airway Management and Operations, Military Science
Richard Fullmer Richard Fullmer's NYLIFE Securities LLC Experience October 2013 - Present
Job Dedicated Financial Services Professional, blessed husband and father of 5
Industry Financial Services
Experience
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company February 2013 - Present
. July 1999 - June 2013
Jordan School District August 1999 - May 2002
Skills
Insurance, Retirement Planning, Customer Service, Life Insurance, Entrepreneurship, Investments, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Protection..., Financial Services, Licensed Life Insurance...
Education
. 2013 — 2013
Series 6, Series 63, Securities
. 2013 — 2013
Life, Health, Disability Insurance
University of Utah 2000 — 2003
Bachelor's degree, Speech Communication- Interpersonal
. 1999 — 2003
Board Certification in Hearing Instrument Sciences, Hearing Instrument Specialist
Salt Lake Community College 1999 — 2000
Associate's degree, Science
Cottonwood High School 1993 — 1996
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company February 2013 - Present
. July 1999 - June 2013
Jordan School District August 1999 - May 2002
Skills
Insurance, Retirement Planning, Customer Service, Life Insurance, Entrepreneurship, Investments, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Protection..., Financial Services, Licensed Life Insurance...
Education
. 2013 — 2013
Series 6, Series 63, Securities
. 2013 — 2013
Life, Health, Disability Insurance
University of Utah 2000 — 2003
Bachelor's degree, Speech Communication- Interpersonal
. 1999 — 2003
Board Certification in Hearing Instrument Sciences, Hearing Instrument Specialist
Salt Lake Community College 1999 — 2000
Associate's degree, Science
Cottonwood High School 1993 — 1996
Gordon Buskirk'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 November 2014 - Present
KAMC 28 News July 2008 - October 2014
Skills
Advertising, Advertising Sales, Marketing Strategy, Marketing, Broadcast Television, Television, Online Advertising, Sales, Media Planning, Media Relations, Customer Service, Press Releases
Education
Texas Tech University
Bachelor's degree, Advertising
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company November 2014 - Present
KAMC 28 News July 2008 - October 2014
Skills
Advertising, Advertising Sales, Marketing Strategy, Marketing, Broadcast Television, Television, Online Advertising, Sales, Media Planning, Media Relations, Customer Service, Press Releases
Education
Texas Tech University
Bachelor's degree, Advertising
Jakob Hart Jakob Hart's NYLIFE Securities LLC Experience April 2013 - Present
Job Third generation Agent with New York Life helping families and business owners develop sound financial strategies
Industry Financial Services
Experience
Business Network International October 2013 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company April 2013 - Present
Bonefish Grill, 15 South Restaurante Enoteca, Rico's Italian Eatery, etc. April 2002 - April 2013
Skills
Retirement, Retirement Planning, Life Insurance, IRAs, 401(k) Rollovers, Fixed Annuities, Investments, Long Term Care Insurance, Wealth Accumulation, Asset Protection, Estate Planning, Gifting Strategies, Variable Annuities, Marketing, Sales Management, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Social Media Marketing
Education
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Finance
Manatee Community College 2004 — 2008
Associate of Arts (A.A.), Fine and Studio Arts and Business
Riverview High School 2000 — 2004
High School Deploma
Business Network International October 2013 - Present
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company April 2013 - Present
Bonefish Grill, 15 South Restaurante Enoteca, Rico's Italian Eatery, etc. April 2002 - April 2013
Skills
Retirement, Retirement Planning, Life Insurance, IRAs, 401(k) Rollovers, Fixed Annuities, Investments, Long Term Care Insurance, Wealth Accumulation, Asset Protection, Estate Planning, Gifting Strategies, Variable Annuities, Marketing, Sales Management, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Social Media Marketing
Education
University of South Florida 2009 — 2011
Bachelor of Science (B.S.), Finance
Manatee Community College 2004 — 2008
Associate of Arts (A.A.), Fine and Studio Arts and Business
Riverview High School 2000 — 2004
High School Deploma
Dave Draeger Dave Draeger's NYLIFE Securities LLC Experience July 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company November 2013 - Present
Billings Public Schools August 1981 - June 2013
Skills
Teaching, Insurance, Analysis, Finance, Life Insurance, Retirement Solutions, Long Term Care Insurance, Retirement Savings, Coaching, Problem Solving
Education
Rocky Mountain College 1976 — 1980
Bachelor's degree, Mathematics
Whitefish High School 1973 — 1976
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company November 2013 - Present
Billings Public Schools August 1981 - June 2013
Skills
Teaching, Insurance, Analysis, Finance, Life Insurance, Retirement Solutions, Long Term Care Insurance, Retirement Savings, Coaching, Problem Solving
Education
Rocky Mountain College 1976 — 1980
Bachelor's degree, Mathematics
Whitefish High School 1973 — 1976
Jason Ellingson Jason Ellingson's NYLIFE Securities LLC Experience May 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Multi-generational..., Wealth Preservation..., Estate Planning, Succession Planning, Leadership, Finance, Mutual Funds, Retirement, Wealth, Bonds, Customer Service
Education
St. Cloud State University 1994 — 1999
Bachelor of Arts (B.A.)
Eagle Strategies, LLC April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company June 2009 - Present
Skills
Retirement Planning, 401k Rollovers, Investments, Insurance, Multi-generational..., Wealth Preservation..., Estate Planning, Succession Planning, Leadership, Finance, Mutual Funds, Retirement, Wealth, Bonds, Customer Service
Education
St. Cloud State University 1994 — 1999
Bachelor of Arts (B.A.)
Clarissa Moncivais's NYLIFE Securities LLC Experience February 2013 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2013 - Present
First National Bank July 2005 - February 2012
Skills
Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Retirement Planning, Estate Planning, IRA Rollovers, Strategic Financial..., Education Funding..., Grandchild Gifting, Asset Protection, Buy Sell Agreements, Business Exit Strategy, Small Business, Annuity Sales, Networking, Financial Analysis, Risk Management, Key Person Insurance, Personal Finance, Protection..., Wealth Preservation..., Investments, Business Networking
Education
Texas A&M International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2013 - Present
First National Bank July 2005 - February 2012
Skills
Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Retirement Planning, Estate Planning, IRA Rollovers, Strategic Financial..., Education Funding..., Grandchild Gifting, Asset Protection, Buy Sell Agreements, Business Exit Strategy, Small Business, Annuity Sales, Networking, Financial Analysis, Risk Management, Key Person Insurance, Personal Finance, Protection..., Wealth Preservation..., Investments, Business Networking
Education
Texas A&M International University 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Patrick F. McKallagat CFP®, CLU® Patrick F. McKallagat CFP®, CLU®'s NYLIFE Securities LLC Experience January 2010 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Eagle Strategies, LLC February 2013 - Present
NYLIFE Securities LLC January 2010 - Present
New York Life January 2010 - Present
First Investors Corporation October 2007 - January 2010
Skills
Retirement Planning, Fixed Annuities, Retirement, Tax, Securities, Financial Services, Finance, Mutual Funds, Insurance, Employee Benefits, Life Insurance
Education
Roberts Wesleyan College 2002 — 2006
Bachelors of Science, Marketing
Matthew Goff Matthew Goff's NYLIFE Securities LLC Experience June 2010 - Present
Job Principal at Camino Real Financial Strategies
Industry Financial Services
Experience
Camino Real Financial Strategies July 2011 - Present
NYLIFE Securities LLC June 2010 - Present
Eagle Strategies, LLC June 2010 - Present
New York Life Insurance Company May 2008 - June 2011
Siemens Enterprise Communications January 1998 - March 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Wealth Preservation...
Education
Thunderbird School of Global Management 1995 — 1996
Master of Business Administration (M.B.A.), International Finance
Texas A&M University 1988 — 1992
Bachelor of Science (B.S.)
Camino Real Financial Strategies July 2011 - Present
NYLIFE Securities LLC June 2010 - Present
Eagle Strategies, LLC June 2010 - Present
New York Life Insurance Company May 2008 - June 2011
Siemens Enterprise Communications January 1998 - March 2008
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Licensed Life Insurance..., Protection..., Retirement, Retirement Planning, Small Business, Wealth Preservation...
Education
Thunderbird School of Global Management 1995 — 1996
Master of Business Administration (M.B.A.), International Finance
Texas A&M University 1988 — 1992
Bachelor of Science (B.S.)
Jennifer Gee's NYLIFE Securities LLC Experience September 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company August 2012 - Present
McDonald's Corporation October 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Term Life Insurance, Time Management, 401(k) Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Education Funding..., IRA Rollovers, Licensed in Long Term..., Life Insurance..., Permanent Life Insurance, Insurance
Education
San Jose State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Financial Management
San Leandro High School 2005 — 2009
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company August 2012 - Present
McDonald's Corporation October 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Financial Services, Retirement, Term Life Insurance, Time Management, 401(k) Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Education Funding..., IRA Rollovers, Licensed in Long Term..., Life Insurance..., Permanent Life Insurance, Insurance
Education
San Jose State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Corporate Financial Management
San Leandro High School 2005 — 2009
Brenda Brink's NYLIFE Securities LLC Experience January 1989 - Present
Job Helping individuals and business owners to develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company September 1988 - Present
Skills
Retirement Planning, Wealth Preservation..., Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Estate Planning, Legacy Planning, Personal Finance
Education
Spokane Community College
Associate of Applied Science in Data Processing
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company September 1988 - Present
Skills
Retirement Planning, Wealth Preservation..., Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Estate Planning, Legacy Planning, Personal Finance
Education
Spokane Community College
Associate of Applied Science in Data Processing
Scott Lambie Scott Lambie's NYLIFE Securities LLC Experience April 2013 - December 2014
Job Dedicated Financial Services Professional assisting individuals in Northeast Wisconsin achieve their financial dreams.
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
NYLIFE Securities LLC April 2013 - December 2014
New York Life Insurance Company April 2013 - December 2014
Skills
Customer Satisfaction, Retirement Planning, Education Funding..., Asset Protection, 401(k) Rollovers, IRA Rollovers, Personal Finance, Account Management, Estate Planning, Business Insurance..., Key Person Insurance, Buy-sell Agreements, Gifting Strategies, Multi-generational..., Supplements to Employee..., Investments, Annuity Sales, Insurance, Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Protection..., Wealth Preservation..., Legacy Planning, Wealth Transfer..., Grandchild Gifting, Charitable Giving
Education
St. Norbert College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance & Political Science
MassMutual Financial Group February 2015 - Present
NYLIFE Securities LLC April 2013 - December 2014
New York Life Insurance Company April 2013 - December 2014
Skills
Customer Satisfaction, Retirement Planning, Education Funding..., Asset Protection, 401(k) Rollovers, IRA Rollovers, Personal Finance, Account Management, Estate Planning, Business Insurance..., Key Person Insurance, Buy-sell Agreements, Gifting Strategies, Multi-generational..., Supplements to Employee..., Investments, Annuity Sales, Insurance, Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Licensed Life Insurance..., Lifetime Income..., Protection..., Wealth Preservation..., Legacy Planning, Wealth Transfer..., Grandchild Gifting, Charitable Giving
Education
St. Norbert College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance & Political Science
Sharad Rao Sharad Rao's NYLIFE Securities LLC Experience April 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC, helping people make smarter financial decisions!
Industry Financial Services
Experience
NYLIFE Securities LLC April 2002 - Present
NYLIFE Securities LLC April 2002 - Present
Textech International August 1998 - April 2002
Nextec Applications August 2000 - August 2001
Skills
401k Rollovers, Annuity Sales, Building Relationships, Business Networking, Buy-sell Agreements, Creative Problem Solving, Customer Service, Education Funding, Estate Planning, Gifting Strategies, Insurance, Health Insurance, General Insurance, Life Insurance, Investments, Key Person Insurance, Guaranteed Lifetime..., Networking, Permanent Life Insurance, Public Speaking, Retirement Planning, Risk Management, Sales, Seminar Marketing, Seminars, Small Business, Term Life Insurance, Multi-generational..., Writing, Financial Services, Leadership, Long Term Care Insurance, Marketing, Retirement
Education
Ga Tech. 1977 — 1980
Master of Science (MS), Textile Sciences and Engineering
Bombay University Department of Chemical Technology 1973 — 1976
Bachelor of Applied Science (B.A.Sc. Tech., Textlle Chemistry, Magna Cum Laude - FIRST CLASS WITH DISTINCTION
St. Xavier's College 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Chemistry and Physics, Magna Cum Laude 4.0
Bombay Scottish High School 1958 — 1968
Senior Cambridge, Science, 3.8 GPA
NYLIFE Securities LLC April 2002 - Present
NYLIFE Securities LLC April 2002 - Present
Textech International August 1998 - April 2002
Nextec Applications August 2000 - August 2001
Skills
401k Rollovers, Annuity Sales, Building Relationships, Business Networking, Buy-sell Agreements, Creative Problem Solving, Customer Service, Education Funding, Estate Planning, Gifting Strategies, Insurance, Health Insurance, General Insurance, Life Insurance, Investments, Key Person Insurance, Guaranteed Lifetime..., Networking, Permanent Life Insurance, Public Speaking, Retirement Planning, Risk Management, Sales, Seminar Marketing, Seminars, Small Business, Term Life Insurance, Multi-generational..., Writing, Financial Services, Leadership, Long Term Care Insurance, Marketing, Retirement
Education
Ga Tech. 1977 — 1980
Master of Science (MS), Textile Sciences and Engineering
Bombay University Department of Chemical Technology 1973 — 1976
Bachelor of Applied Science (B.A.Sc. Tech., Textlle Chemistry, Magna Cum Laude - FIRST CLASS WITH DISTINCTION
St. Xavier's College 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Chemistry and Physics, Magna Cum Laude 4.0
Bombay Scottish High School 1958 — 1968
Senior Cambridge, Science, 3.8 GPA
John R Breedlove John R Breedlove's NYLIFE Securities LLC Experience July 1993 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC July 1993 - Present
New York Life Insurance Company July 1988 - Present
New York Life Insurance Company July 1988 - Present
Skills
Retirement Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Retirement, Small Business, Succession planning, Wealth Preservation...
Education
Stephen F. Austin State University 1974 — 1976
Bachelor of Science (B.S.)
Robert E. Lee High School 1966 — 1969
NYLIFE Securities LLC July 1993 - Present
New York Life Insurance Company July 1988 - Present
New York Life Insurance Company July 1988 - Present
Skills
Retirement Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Retirement, Small Business, Succession planning, Wealth Preservation...
Education
Stephen F. Austin State University 1974 — 1976
Bachelor of Science (B.S.)
Robert E. Lee High School 1966 — 1969
Mary Thomson, MA Mary Thomson, MA's NYLIFE Securities LLC Experience September 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2012 - Present
My Own Company (Self Employed) 2003 - October 2012
Integres Global Logistics 2001 - 2003
Amphire Solutions 2000 - 2001
GTECH 1999 - 2000
Premier Foodservice Distributors, Inc. (Formerly Nugget Distributors) 1996 - 1999
E&J Gallo Winery 1995 - 1996
Dun & Bradstreet 1987 - 1995
Dataquest 1987 - 1990
Skills
Asset Protection, Annuity Sales, 401k Rollovers, Strategic Planning, Strategy, Start-ups, Marketing, Management, Sales, Public Relations, B2B, Budgets, Budgeting, Promotions, Life Insurance, Retirement Planning, Small Business, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Fund..., Employee Benefits, Estate Planning, Fixed Annuities, Gifting Strategies, Grandchild Gifting, Income Protection, Key Person Protection, Legacies, Life Insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Product Development, Wealth Preservation..., Customer Service
Education
San Jose State University 1992 — 1994
Masters, Economics
UC Santa Cruz 1981 — 1986
Bachelor's Degree, Economics
San Jose State University, Masters in Economics
NYLIFE Securities LLC September 2012 - Present
My Own Company (Self Employed) 2003 - October 2012
Integres Global Logistics 2001 - 2003
Amphire Solutions 2000 - 2001
GTECH 1999 - 2000
Premier Foodservice Distributors, Inc. (Formerly Nugget Distributors) 1996 - 1999
E&J Gallo Winery 1995 - 1996
Dun & Bradstreet 1987 - 1995
Dataquest 1987 - 1990
Skills
Asset Protection, Annuity Sales, 401k Rollovers, Strategic Planning, Strategy, Start-ups, Marketing, Management, Sales, Public Relations, B2B, Budgets, Budgeting, Promotions, Life Insurance, Retirement Planning, Small Business, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Fund..., Employee Benefits, Estate Planning, Fixed Annuities, Gifting Strategies, Grandchild Gifting, Income Protection, Key Person Protection, Legacies, Life Insurance..., Multi-generational..., Multi-generational..., Permanent Life Insurance, Product Development, Wealth Preservation..., Customer Service
Education
San Jose State University 1992 — 1994
Masters, Economics
UC Santa Cruz 1981 — 1986
Bachelor's Degree, Economics
San Jose State University, Masters in Economics
Jonathan Pollard Jonathan Pollard's NYLIFE Securities LLC Experience October 2009 - November 2012
Job Agency Owner, The Pollard Agency
Industry Insurance
Experience
The Pollard Agency September 2014 - Present
Allstate Financial December 2012 - August 2014
NYLIFE Securities LLC October 2009 - November 2012
Tyler Junior College August 2008 - September 2009
Tyler Junior College January 2006 - August 2008
Skills
Insurance, Securities, Retirement Planning, Long-term Care, Customer Service, Estate Planning, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Investments, Mortgage Lending, Outlook, Retirement, Risk Management, Small Business, Strategic Planning, Tax
Education
Texas A&M University 2001 — 2005
B.S., Tourism Management
Texas A&M University 2001 — 2005
B.S., Recreation, Park & Tourism Sciences
The Pollard Agency September 2014 - Present
Allstate Financial December 2012 - August 2014
NYLIFE Securities LLC October 2009 - November 2012
Tyler Junior College August 2008 - September 2009
Tyler Junior College January 2006 - August 2008
Skills
Insurance, Securities, Retirement Planning, Long-term Care, Customer Service, Estate Planning, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Investments, Mortgage Lending, Outlook, Retirement, Risk Management, Small Business, Strategic Planning, Tax
Education
Texas A&M University 2001 — 2005
B.S., Tourism Management
Texas A&M University 2001 — 2005
B.S., Recreation, Park & Tourism Sciences
Tami Ramzinski's NYLIFE Securities LLC Experience 2011 - Present
Job Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
Ramzinski Investments & Insurance Services October 2011 - Present
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company October 2011 - September 2015
Floresville ISD August 2002 - May 2010
Tami's Tumble Town 2008 - 2010
Skills
Retirement Planning, Life Insurance, Estate Planning, Business Planning, Fixed Annuities, 401k Rollovers, Education Funding..., Gifting Strategies, Long-Term Care Insurance, Wealth Transfer..., Supplements to Employee...
Education
Texas A&M University 1998 — 2002
Bachelor of Applied Science (BASc), Agricultural Economics
Floresville High School
Honors
Schreiner University 2002 — 2003
Master's Degree of Teaching, Teaching Certification
Ramzinski Investments & Insurance Services October 2011 - Present
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company October 2011 - September 2015
Floresville ISD August 2002 - May 2010
Tami's Tumble Town 2008 - 2010
Skills
Retirement Planning, Life Insurance, Estate Planning, Business Planning, Fixed Annuities, 401k Rollovers, Education Funding..., Gifting Strategies, Long-Term Care Insurance, Wealth Transfer..., Supplements to Employee...
Education
Texas A&M University 1998 — 2002
Bachelor of Applied Science (BASc), Agricultural Economics
Floresville High School
Honors
Schreiner University 2002 — 2003
Master's Degree of Teaching, Teaching Certification
Cody Ward Cody Ward's NYLIFE Securities LLC Experience September 2014 - Present
Job Registered Representative showing clients how to build and protect a better financial future
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Natick ASAP and Early Risers Program September 2009 - March 2014
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Communication, Education Funding, Estate Planning, Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance, Problem Solving, Retirement Planning, Succession Planning, Life Insurance, Retirement, Long-term Care, IRA Rollovers, Financial Services, Risk Management, Wealth Preservation...
Education
University of Massachusetts Boston 2011 — 2014
Economics
Roanoke College 2010 — 2011
Political Science
Natick High School 2006 — 2010
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Natick ASAP and Early Risers Program September 2009 - March 2014
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Communication, Education Funding, Estate Planning, Licensed Life Insurance..., Permanent Life Insurance, Term Life Insurance, Problem Solving, Retirement Planning, Succession Planning, Life Insurance, Retirement, Long-term Care, IRA Rollovers, Financial Services, Risk Management, Wealth Preservation...
Education
University of Massachusetts Boston 2011 — 2014
Economics
Roanoke College 2010 — 2011
Political Science
Natick High School 2006 — 2010
Jennifer Soccio's NYLIFE Securities LLC Experience July 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC July 2014 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, Insurance, Asset Protection, Protection..., Relationship Management, Problem Solving, Sales, Investments, Education Funding..., Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Grandchild Gifting, Annuity Sales, Risk Management, Personal Finance, Account Management, Business Insurance...
Education
SUNY Albany 2011 — 2013
Bachelor of Science (B.S.), Business Administration Concentration in Finance and Management, 3.35
SUNY Brockport 2009 — 2010
Accounting, 3.63
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC July 2014 - Present
Skills
Financial Services, Life Insurance, Retirement Planning, Insurance, Asset Protection, Protection..., Relationship Management, Problem Solving, Sales, Investments, Education Funding..., Lifetime Income..., Permanent Life Insurance, Term Life Insurance, Licensed in Long Term..., Grandchild Gifting, Annuity Sales, Risk Management, Personal Finance, Account Management, Business Insurance...
Education
SUNY Albany 2011 — 2013
Bachelor of Science (B.S.), Business Administration Concentration in Finance and Management, 3.35
SUNY Brockport 2009 — 2010
Accounting, 3.63
Dario Saintus Dario Saintus's NYLIFE Securities LLC Experience October 2008 - November 2014
Job Vice President of Business Development at VICAR Capital Advisors
Industry Financial Services
Experience
VICAR Capital Advisors November 2014 - Present
Portrait Financial LLC March 2013 - Present
NYLIFE Securities LLC October 2008 - November 2014
New York Life Insurance Company June 2008 - November 2014
Skills
Customer Insight, Customer Satisfaction, Service Delivery, Communication, Creative Problem Solving, Financial Services, Account Management, Personal Finance, Investments, Retirement Planning, 401k Rollovers, IRA Rollovers, Education Funding..., Risk Management, Life Insurance..., Asset Protection, Estate Planning, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Wealth Preservation..., Wealth Transfer..., Small Business, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Business Insurance..., Insurance, Public Speaking, Portfolio Management, Investment Advisory, Leadership, Finance, Sales, Financial Planning, Customer Service
Education
Southern Methodist University 2003 — 2008
Markets and Culture, Finance, General
VICAR Capital Advisors November 2014 - Present
Portrait Financial LLC March 2013 - Present
NYLIFE Securities LLC October 2008 - November 2014
New York Life Insurance Company June 2008 - November 2014
Skills
Customer Insight, Customer Satisfaction, Service Delivery, Communication, Creative Problem Solving, Financial Services, Account Management, Personal Finance, Investments, Retirement Planning, 401k Rollovers, IRA Rollovers, Education Funding..., Risk Management, Life Insurance..., Asset Protection, Estate Planning, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Wealth Preservation..., Wealth Transfer..., Small Business, Business Succession..., Business Exit Strategy, Buy-sell Agreements, Business Insurance..., Insurance, Public Speaking, Portfolio Management, Investment Advisory, Leadership, Finance, Sales, Financial Planning, Customer Service
Education
Southern Methodist University 2003 — 2008
Markets and Culture, Finance, General
Feng Zang (Peter) Shu Feng Zang (Peter) Shu's NYLIFE Securities LLC Experience June 2008 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2008 - Present
Skills
Insurance, Annuity Sales, Estate Planning, Communication
Education
Shanghai Maritime University 1985 — 1989
Bachelor of Engineering (BE), international trading
NYLIFE Securities LLC June 2008 - Present
Skills
Insurance, Annuity Sales, Estate Planning, Communication
Education
Shanghai Maritime University 1985 — 1989
Bachelor of Engineering (BE), international trading
Mark D. Olson, CFP®, MSFS, CLU®, ChFC®'s NYLIFE Securities LLC Experience December 2012 - Present
Job Helping successful individuals and business owners identify and achieve their most important financial goals since 1989
Industry Financial Services
Experience
Horizon Wealth Strategies, LLC January 2013 - Present
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Eagle Strategies, LLC December 2012 - Present
Allstate March 2004 - December 2012
MetLife July 1989 - March 2004
Skills
Retirement Planning, Investments, Multi-generational..., 401(k) Rollovers, IRA's, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Succession Planning, Key Person Protection, Annuities, Disability Insurance, Insurance, Life Insurance, Asset Protection, Licensed in Long Term...
Education
The American College 1999 — 2002
Master's of Science, Financial Services
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS, Marketing, Finance
Madison Central High School 1981 — 1985
Horizon Wealth Strategies, LLC January 2013 - Present
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company December 2012 - Present
Eagle Strategies, LLC December 2012 - Present
Allstate March 2004 - December 2012
MetLife July 1989 - March 2004
Skills
Retirement Planning, Investments, Multi-generational..., 401(k) Rollovers, IRA's, Estate Planning, Wealth Preservation..., Gifting Strategies, Small Business, Succession Planning, Key Person Protection, Annuities, Disability Insurance, Insurance, Life Insurance, Asset Protection, Licensed in Long Term...
Education
The American College 1999 — 2002
Master's of Science, Financial Services
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BS, Marketing, Finance
Madison Central High School 1981 — 1985
Christian Gingle Christian Gingle's NYLIFE Securities LLC Experience May 2014 - June 2015
Job Project Manager, Counsel
Industry Construction
Experience
G.V.W., Inc July 2015 - Present
NYLIFE Securities LLC May 2014 - June 2015
New York Life Insurance Company April 2014 - June 2015
NSTAR June 2012 - August 2012
Deutsch Williams October 2011 - April 2012
Wilson Elser June 2011 - August 2011
Brown Brothers Harriman December 2007 - July 2010
Skills
Securities, Retirement Income..., Estate Planning, Multi-generational..., Business Succession..., Buy-sell Agreements, Contract Negotiation, Small Business..., Education Funding..., Income Protection, Employee Benefits, Licensed in Long-Term..., Legal Research, Financial Services, Research, Social Media, Business Networking, Public Speaking, Microsoft Word, Event Planning, Westlaw, Data Analysis, Fundraising, Legal Writing, Outlook, Nonprofits, Analysis, Negotiation, Mutual Funds
Education
Suffolk University Law School 2010 — 2013
Juris Doctor
Tufts University 2003 — 2007
B.A., Pyschology
The Taft School
G.V.W., Inc July 2015 - Present
NYLIFE Securities LLC May 2014 - June 2015
New York Life Insurance Company April 2014 - June 2015
NSTAR June 2012 - August 2012
Deutsch Williams October 2011 - April 2012
Wilson Elser June 2011 - August 2011
Brown Brothers Harriman December 2007 - July 2010
Skills
Securities, Retirement Income..., Estate Planning, Multi-generational..., Business Succession..., Buy-sell Agreements, Contract Negotiation, Small Business..., Education Funding..., Income Protection, Employee Benefits, Licensed in Long-Term..., Legal Research, Financial Services, Research, Social Media, Business Networking, Public Speaking, Microsoft Word, Event Planning, Westlaw, Data Analysis, Fundraising, Legal Writing, Outlook, Nonprofits, Analysis, Negotiation, Mutual Funds
Education
Suffolk University Law School 2010 — 2013
Juris Doctor
Tufts University 2003 — 2007
B.A., Pyschology
The Taft School
Matthew Arguin Matthew Arguin's NYLIFE Securities LLC Experience August 2012 - December 2014
Job Student at Southern New Hampshire University
Industry Financial Services
Experience
NYLIFE Securities LLC August 2012 - December 2014
Skills
Series 6, Fixed Annuities, Retirement Planning, Estate Planning, Strategic Financial..., Insurance, Long-term Care, Fixed Income, Retirement, Life Insurance, College Savings Plans, Investments, Financial Services, Series 63, IRAs, Mutual Funds, Variable Products, Whole Life, Universal Life, Term Life Insurance, Client Relations Skills, Client Education, Manage Client..., Finance, Securities, Roth IRA, 401k, 401k Rollovers, Wealth Accumulation, Disability Insurance, Long Term Care Insurance, Asset Allocation, Wealth Management, Retirement Savings, Personal Financial..., Life, Qualified Retirement..., Employee Benefits, College Education..., Financial Goals, Saving for Education
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Finance, General
University of New Hampshire 2008 — 2012
Bachelor of Science (BS), Psychology
St. John's Preparatory School 2004 — 2008
High School Diploma
NYLIFE Securities LLC August 2012 - December 2014
Skills
Series 6, Fixed Annuities, Retirement Planning, Estate Planning, Strategic Financial..., Insurance, Long-term Care, Fixed Income, Retirement, Life Insurance, College Savings Plans, Investments, Financial Services, Series 63, IRAs, Mutual Funds, Variable Products, Whole Life, Universal Life, Term Life Insurance, Client Relations Skills, Client Education, Manage Client..., Finance, Securities, Roth IRA, 401k, 401k Rollovers, Wealth Accumulation, Disability Insurance, Long Term Care Insurance, Asset Allocation, Wealth Management, Retirement Savings, Personal Financial..., Life, Qualified Retirement..., Employee Benefits, College Education..., Financial Goals, Saving for Education
Education
Southern New Hampshire University 2015 — 2017
Master’s Degree, Finance, General
University of New Hampshire 2008 — 2012
Bachelor of Science (BS), Psychology
St. John's Preparatory School 2004 — 2008
High School Diploma
Cassidy Russo's NYLIFE Securities LLC Experience July 2011 - Present
Job Financial Services Professional at New York Life and Mainstay Investments
Industry Financial Services
Experience
NYLIFE Securities LLC July 2011 - Present
St. John Catholic School January 2009 - May 2011
Skills
Retirement Planning, Life Insurance, Key Person Protection, Retirement, Insurance, 401k, Estate Planning, Fixed Annuities, Mutual Funds, Universal Life, Disability Insurance, IRAs, Long-term Care
Education
Southeastern Louisiana University 2005 — 2009
NYLIFE Securities LLC July 2011 - Present
St. John Catholic School January 2009 - May 2011
Skills
Retirement Planning, Life Insurance, Key Person Protection, Retirement, Insurance, 401k, Estate Planning, Fixed Annuities, Mutual Funds, Universal Life, Disability Insurance, IRAs, Long-term Care
Education
Southeastern Louisiana University 2005 — 2009
Anthony Cipolla Anthony Cipolla's NYLIFE Securities LLC Experience June 2002 - April 2011
Job Investment Professional at Cipolla Financial & Insurance Services
Industry Financial Services
Experience
Cipolla Financial and Insurance Services April 2011 - Present
Eagle Strategies, LLC July 2013 - January 2015
NYLIFE Securities LLC June 2002 - April 2011
New York Life Insurance June 2002 - April 2011
State Farm Insurance June 2000 - June 2002
Skills
Risk Management, Insurance, Estate Planning, 401k Rollovers, Investments, Licensed Life Insurance..., Protection..., Key Person Protection, Legacies, LUTCF, Buy-sell Agreements
Education
Sonoma State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Finance
Cipolla Financial and Insurance Services April 2011 - Present
Eagle Strategies, LLC July 2013 - January 2015
NYLIFE Securities LLC June 2002 - April 2011
New York Life Insurance June 2002 - April 2011
State Farm Insurance June 2000 - June 2002
Skills
Risk Management, Insurance, Estate Planning, 401k Rollovers, Investments, Licensed Life Insurance..., Protection..., Key Person Protection, Legacies, LUTCF, Buy-sell Agreements
Education
Sonoma State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Finance
Rocco Leone Rocco Leone's NYLIFE Securities LLC Experience December 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2009 - Present
Rochester Athletic Club January 2000 - October 2009
Skills
Retirement, Retirement Planning, Investments, Finance, Securities, Mutual Funds, Wealth Management, Asset Allocation, 401k, IRAs, Variable Annuities, Wealth Accumulation, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Whole Life, College Savings Plans, Long Term Care Insurance, Long-term Care, Disability Insurance, Employee Benefits, Health Insurance, Series 6, Series 63, 401k Rollovers, Estate Planning, Financial Services, Key Person Protection, Financial Planning, Account Management, 401(k) Rollovers, Asset Protection, Long-Term Care Insurance, Education Funding..., Whole Life Insurance, Wealth Preservation...
Education
SUNY Cortland 1988 — 1993
Bachelor's degree, Health and Physical Education/Fitness
NYLIFE Securities LLC December 2009 - Present
Rochester Athletic Club January 2000 - October 2009
Skills
Retirement, Retirement Planning, Investments, Finance, Securities, Mutual Funds, Wealth Management, Asset Allocation, 401k, IRAs, Variable Annuities, Wealth Accumulation, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Whole Life, College Savings Plans, Long Term Care Insurance, Long-term Care, Disability Insurance, Employee Benefits, Health Insurance, Series 6, Series 63, 401k Rollovers, Estate Planning, Financial Services, Key Person Protection, Financial Planning, Account Management, 401(k) Rollovers, Asset Protection, Long-Term Care Insurance, Education Funding..., Whole Life Insurance, Wealth Preservation...
Education
SUNY Cortland 1988 — 1993
Bachelor's degree, Health and Physical Education/Fitness
Charlie Bright's NYLIFE Securities LLC Experience June 2008 - February 2012
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
NYLIFE Securities, LLC June 2008 - February 2012
New York Life Insurance Company March 2008 - June 2008
University of Missouri - St. Louis January 1999 - June 2008
Education
University of Missouri-Saint Louis 2003 — 2007
MFA, Writing
University of Missouri-Saint Louis 1998 — 2003
BA, English
SFB
The American College
LUTCF
New York Life Insurance Company February 2012 - Present
NYLIFE Securities, LLC June 2008 - February 2012
New York Life Insurance Company March 2008 - June 2008
University of Missouri - St. Louis January 1999 - June 2008
Education
University of Missouri-Saint Louis 2003 — 2007
MFA, Writing
University of Missouri-Saint Louis 1998 — 2003
BA, English
SFB
The American College
LUTCF
John R. Dolliver's NYLIFE Securities LLC Experience September 2011 - July 2013
Job Registered Investment Advisor at ClearVista Financial
Industry Financial Services
Experience
ClearVista Financial April 2014 - Present
Transamerica Financial Advisors, Inc. July 2013 - Present
NYLIFE Securities LLC September 2011 - July 2013
New York Life Insurance Company May 2011 - July 2013
Mechanical Reps, Inc. March 2002 - May 2011
Fox Service Company 1993 - 2002
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Securities, Insurance, Finance, Financial Planners, Financial Advisory
Education
Texas A&M University 1985 — 1989
BS, Agricultural Economics
ClearVista Financial April 2014 - Present
Transamerica Financial Advisors, Inc. July 2013 - Present
NYLIFE Securities LLC September 2011 - July 2013
New York Life Insurance Company May 2011 - July 2013
Mechanical Reps, Inc. March 2002 - May 2011
Fox Service Company 1993 - 2002
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Securities, Insurance, Finance, Financial Planners, Financial Advisory
Education
Texas A&M University 1985 — 1989
BS, Agricultural Economics
Brandon Acevedo's NYLIFE Securities LLC Experience September 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New Group - Non profit networking group 2013 - 2014
Member Benefit Planning November 2012 - August 2013
GTMB LLC August 2010 - November 2012
Silverleaf Resorts April 2009 - October 2010
US Navy December 2004 - December 2008
Skills
Leadership, Sales, 401k Rollovers, Annuity Sales, Asset Protection, Building Relationships, business insurance..., Business Networking, charitable giving, Creative Problem Solving, Customer Insight, customer relations, Customer Satisfaction, Financial Services, education funding..., estate planning, insurance, Investments, IRA rollovers, Lead Generation, licensed in long term..., Licensed Life Insurance..., life insurance, life insurance..., multi generational..., multi generational..., networking, permanent life insurance, personal finance, Problem Solving, public speaking, retirement, retirement planning, seminar marketing, wealth transfer..., term life insurance, small business, Social Networking, Public Relations, Customer Service
Education
San Antonio College
NYLIFE Securities LLC September 2013 - Present
New Group - Non profit networking group 2013 - 2014
Member Benefit Planning November 2012 - August 2013
GTMB LLC August 2010 - November 2012
Silverleaf Resorts April 2009 - October 2010
US Navy December 2004 - December 2008
Skills
Leadership, Sales, 401k Rollovers, Annuity Sales, Asset Protection, Building Relationships, business insurance..., Business Networking, charitable giving, Creative Problem Solving, Customer Insight, customer relations, Customer Satisfaction, Financial Services, education funding..., estate planning, insurance, Investments, IRA rollovers, Lead Generation, licensed in long term..., Licensed Life Insurance..., life insurance, life insurance..., multi generational..., multi generational..., networking, permanent life insurance, personal finance, Problem Solving, public speaking, retirement, retirement planning, seminar marketing, wealth transfer..., term life insurance, small business, Social Networking, Public Relations, Customer Service
Education
San Antonio College
Joshua Chapin Joshua Chapin's NYLIFE Securities LLC Experience May 2009 - February 2013
Job President at JC Financial Strategies
Industry Financial Services
Experience
JC Financial Strategies November 2013 - Present
Prudential Financial February 2013 - November 2013
NYLIFE Securities LLC May 2009 - February 2013
Education
San Diego State University-California State University 2004 — 2009
B.S., Finance
University of Oxford 2008 — 2008
International Law/ Marketing
JC Financial Strategies November 2013 - Present
Prudential Financial February 2013 - November 2013
NYLIFE Securities LLC May 2009 - February 2013
Education
San Diego State University-California State University 2004 — 2009
B.S., Finance
University of Oxford 2008 — 2008
International Law/ Marketing
Sergio Saldivar's NYLIFE Securities LLC Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company December 2013 - Present
Skills
Annuity Sales, Investments, Life Insurance, 401k Rollovers, Asset Protection, Term Life Insurance, Education Funding..., Retirement Planning, Lifetime Income..., Legacy Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Licensed in Long-Term..., Supplements to Employee..., Wealth Transfer...
Education
Texas Tech University
Bachelor's Degree, Economics
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company December 2013 - Present
Skills
Annuity Sales, Investments, Life Insurance, 401k Rollovers, Asset Protection, Term Life Insurance, Education Funding..., Retirement Planning, Lifetime Income..., Legacy Planning, Gifting Strategies, IRA Rollovers, Key Person Insurance, Licensed in Long-Term..., Supplements to Employee..., Wealth Transfer...
Education
Texas Tech University
Bachelor's Degree, Economics
Demetri Brown Demetri Brown'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
The Watermark at Logan Square November 2010 - June 2014
Lincoln Heritage - AWG Financial December 2012 - January 2014
Skills
Customer Service, Insurance, Retirement Planning, Sales, Leadership, Microsoft Office, Life Insurance, Personal Finance
Education
Temple University 2010 — 2014
Broadcast Telecommunications/Finance
Wissahickon High School 2006 — 2010
NYLIFE Securities LLC May 2014 - Present
The Watermark at Logan Square November 2010 - June 2014
Lincoln Heritage - AWG Financial December 2012 - January 2014
Skills
Customer Service, Insurance, Retirement Planning, Sales, Leadership, Microsoft Office, Life Insurance, Personal Finance
Education
Temple University 2010 — 2014
Broadcast Telecommunications/Finance
Wissahickon High School 2006 — 2010
Rodney M. Smalls Rodney M. Smalls's NYLIFE Securities LLC Experience November 2007 - Present
Job A Financial Services Professional committed to helping Professionals and Entrepreneurs with Personal Wealth Strategies
Industry Financial Services
Experience
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Diversified Employment Services Inc. September 2006 - February 2007
Securitas Security Services USA, Inc. April 2003 - July 2006
METRO ACURA/HONDA October 2002 - April 2004
Yale-New Haven Hospital May 1989 - June 2002
Ct Department of Corrections August 1984 - April 1989
Skills
401k Rollovers, Investments, Asset Protection, Estate Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Key Person Protection, Legacy Planning, Wealth Preservation..., Gifting Strategies, IRA Rollovers, Life Insurance..., Retirement Planning, Term Life Insurance, Risk Management, Grandchild Gifting, IRAs, Insurance, Management, Customer Service, Planning, Retirement, Financial Services
Education
Southern Connecticut State University 1984 — 2002
Bachelor of Science, Finance
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Diversified Employment Services Inc. September 2006 - February 2007
Securitas Security Services USA, Inc. April 2003 - July 2006
METRO ACURA/HONDA October 2002 - April 2004
Yale-New Haven Hospital May 1989 - June 2002
Ct Department of Corrections August 1984 - April 1989
Skills
401k Rollovers, Investments, Asset Protection, Estate Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Key Person Protection, Legacy Planning, Wealth Preservation..., Gifting Strategies, IRA Rollovers, Life Insurance..., Retirement Planning, Term Life Insurance, Risk Management, Grandchild Gifting, IRAs, Insurance, Management, Customer Service, Planning, Retirement, Financial Services
Education
Southern Connecticut State University 1984 — 2002
Bachelor of Science, Finance
Jim Cama Jim Cama's NYLIFE Securities LLC Experience December 1986 - Present
Job Owner at Cama & Associates
Industry Insurance
Experience
Cama & Associates OwnerCama & AssociatesMarch 1974 - Present
Eagle Strategies, LLC March 2003 - Present
NYLIFE Securities, LLC December 1986 - Present
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Legacies, Multi-generational..., Succession Planning, Wealth Preservation..., Retirement Planning
Education
St. Joseph's College 1965 — 1969
BS, MARKETING
The American College 1976 — 1978
CLU® , ChFC®, insurance & estate planning
Cama & Associates OwnerCama & AssociatesMarch 1974 - Present
Eagle Strategies, LLC March 2003 - Present
NYLIFE Securities, LLC December 1986 - Present
Skills
Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Legacies, Multi-generational..., Succession Planning, Wealth Preservation..., Retirement Planning
Education
St. Joseph's College 1965 — 1969
BS, MARKETING
The American College 1976 — 1978
CLU® , ChFC®, insurance & estate planning
Wade VanDerBoom Wade VanDerBoom's NYLIFE Securities LLC Experience February 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC February 2014 - Present
Skills
Permanent Life Insurance, Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Term Life Insurance, Customer Service, Public Relations, Leadership, Retirement Plan..., Long Term Care Insurance, Annuity Sales, Estate Planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Succession Planning, Asset Protection, Public Speaking, Sales, Insurance, Retirement, Networking
Education
South Dakota School of Mines and Technology 1984 — 1989
Electrical Engineering
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC February 2014 - Present
Skills
Permanent Life Insurance, Life Insurance, Retirement Planning, Variable Annuities, Fixed Annuities, Term Life Insurance, Customer Service, Public Relations, Leadership, Retirement Plan..., Long Term Care Insurance, Annuity Sales, Estate Planning, Wealth Preservation..., Multi-generational..., Multi-generational..., Succession Planning, Asset Protection, Public Speaking, Sales, Insurance, Retirement, Networking
Education
South Dakota School of Mines and Technology 1984 — 1989
Electrical Engineering
Jeff Frei Jeff Frei's NYLIFE Securities LLC Experience June 2009 - Present
Job Devoted Financial Services Professional helping families in Las Vegas since 2009.
Industry Financial Services
Experience
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
Piercy Bowler Taylor & Kern, CPAs May 2006 - June 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, 401k Rollovers, Investments, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Annuity Sales, Asset Protection, Business Insurance..., Accounting, Finance, Financial Services, Securities, Small Business, Tax, Sales
Education
Southern Utah University 1998 — 2002
Bachelors, Accounting
NYLIFE Securities LLC June 2009 - Present
New York Life Insurance Company June 2009 - Present
Piercy Bowler Taylor & Kern, CPAs May 2006 - June 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Retirement, Insurance, 401k Rollovers, Investments, IRA Rollovers, Permanent Life Insurance, Term Life Insurance, Annuity Sales, Asset Protection, Business Insurance..., Accounting, Finance, Financial Services, Securities, Small Business, Tax, Sales
Education
Southern Utah University 1998 — 2002
Bachelors, Accounting
Sean Byrne Sean Byrne's NYLIFE Securities LLC Experience January 2013 - February 2014
Job Sales Professional
Industry Insurance
Experience
Goosehead Insurance February 2014 - March 2015
New York Life Insurance Company January 2013 - February 2014
NYLIFE Securities LLC January 2013 - February 2014
Sewell Automotive Companies October 2010 - September 2012
Skills
Sales, Insurance, Franchise Sales, Customer Satisfaction, Franchise Agreements, Franchising, P&C Insurance, Communication, Customer Retention, Sales Management, Property & Casualty..., Inventory Management, Retirement Planning, Life Insurance, Time Management, Fixed Annuities, Analysis, Retirement, Small Business, Multi-tasking Skills, Sales Operations, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Lincensed in Long-Term..., Multi-generational..., Multi-generational..., Succession Planning, Wealth Preservation..., Investments, Thought Leadership, Employee Benefits, Commercial Insurance, Customer Service
Education
Southern Methodist University 1999 — 2003
BFA, Theater Major Acting track
Goosehead Insurance February 2014 - March 2015
New York Life Insurance Company January 2013 - February 2014
NYLIFE Securities LLC January 2013 - February 2014
Sewell Automotive Companies October 2010 - September 2012
Skills
Sales, Insurance, Franchise Sales, Customer Satisfaction, Franchise Agreements, Franchising, P&C Insurance, Communication, Customer Retention, Sales Management, Property & Casualty..., Inventory Management, Retirement Planning, Life Insurance, Time Management, Fixed Annuities, Analysis, Retirement, Small Business, Multi-tasking Skills, Sales Operations, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Lincensed in Long-Term..., Multi-generational..., Multi-generational..., Succession Planning, Wealth Preservation..., Investments, Thought Leadership, Employee Benefits, Commercial Insurance, Customer Service
Education
Southern Methodist University 1999 — 2003
BFA, Theater Major Acting track
Glen Gabrielson - MBA, CLTC Glen Gabrielson - MBA, CLTC's NYLIFE Securities LLC Experience July 2011 - April 2013
Job FSA West Central Market at State Farm
Industry Financial Services
Experience
State Farm September 2014 - Present
MassMutual Financial Group April 2013 - Present
NYLIFE Securities LLC July 2011 - April 2013
Raymond James & Associates 2009 - February 2011
Smith Barney 2006 - 2008
Conseco 2005 - 2006
Woodmen of the World Life Insurance 2002 - 2005
ASA Solutions 1999 - 2001
US West Communications 1979 - 1997
Skills
Insurance, Retirement, Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance, Series 7, Wealth Management, Long-term Care, Disability Insurance, Health Insurance, Sales, Estate Planning, 401k, Series 63, Risk Management, IRAs, Employee Benefits, Finance, Management, Small Business, Financial Services, Securities, Financial Advisory, Forecasting, Asset Allocation, Series 6, Investment Advisory, Portfolio Management, Uniform Combined State..., Asset Management, Financial Planners, Term Life Insurance, Wealth, 401k Rollovers, Long Term Care Insurance, Series 65, FINRA, Investment Strategies, Mortgage Lending, Wealth Management..., Roth IRA, Whole Life, Equities, Alternative Investments, Investment Management, Relationship Management
Education
University of Nebraska - Omaha
MBA, Business Administration and Management, General
St. Anthony Village High
St. Olaf College
BA, Economics
State Farm September 2014 - Present
MassMutual Financial Group April 2013 - Present
NYLIFE Securities LLC July 2011 - April 2013
Raymond James & Associates 2009 - February 2011
Smith Barney 2006 - 2008
Conseco 2005 - 2006
Woodmen of the World Life Insurance 2002 - 2005
ASA Solutions 1999 - 2001
US West Communications 1979 - 1997
Skills
Insurance, Retirement, Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance, Series 7, Wealth Management, Long-term Care, Disability Insurance, Health Insurance, Sales, Estate Planning, 401k, Series 63, Risk Management, IRAs, Employee Benefits, Finance, Management, Small Business, Financial Services, Securities, Financial Advisory, Forecasting, Asset Allocation, Series 6, Investment Advisory, Portfolio Management, Uniform Combined State..., Asset Management, Financial Planners, Term Life Insurance, Wealth, 401k Rollovers, Long Term Care Insurance, Series 65, FINRA, Investment Strategies, Mortgage Lending, Wealth Management..., Roth IRA, Whole Life, Equities, Alternative Investments, Investment Management, Relationship Management
Education
University of Nebraska - Omaha
MBA, Business Administration and Management, General
St. Anthony Village High
St. Olaf College
BA, Economics
Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS Diane Hack Gould, CLU®, ChFC®, CLTC,CAP®, MSFS's NYLIFE Securities LLC Experience October 1975 - Present
Job Financial Advisor at Eagle Strategies, LLC
Industry Investment Management
Experience
Eagle Strategies, LLC January 2000 - Present
D. H. Gould Company October 1975 - Present
NYLIFE Securities, LLC October 1975 - Present
New York Life Insurance Company October 1975 - Present
Skills
Retirement Planning, Insurance, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Retirement, Legacies, Estate Planning, Family Security Planning, 401(k) Rollovers, Wealth Transfer..., IRA Rollovers, Licensed in Long-term..., Lifetime Income..., Financial Services, Financial Planning, Mutual Funds, Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Life Insurance, Finance, Disability Insurance, Investments, Securities
Education
The American College 2013 — 2016
Research Doctorate, Retirement and Financial Planning
The American College 1995 — 1997
Masters in Financial Services, Financial Planning and Services
University of Maryland College Park 1970 — 1974
BS, Education
Eagle Strategies, LLC January 2000 - Present
D. H. Gould Company October 1975 - Present
NYLIFE Securities, LLC October 1975 - Present
New York Life Insurance Company October 1975 - Present
Skills
Retirement Planning, Insurance, Wealth Preservation..., Asset Protection, Gifting Strategies, Multi-generational..., Retirement, Legacies, Estate Planning, Family Security Planning, 401(k) Rollovers, Wealth Transfer..., IRA Rollovers, Licensed in Long-term..., Lifetime Income..., Financial Services, Financial Planning, Mutual Funds, Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Life Insurance, Finance, Disability Insurance, Investments, Securities
Education
The American College 2013 — 2016
Research Doctorate, Retirement and Financial Planning
The American College 1995 — 1997
Masters in Financial Services, Financial Planning and Services
University of Maryland College Park 1970 — 1974
BS, Education
Sam Jones, CFP® Sam Jones, CFP®'s NYLIFE Securities LLC Experience January 2007 - December 2013
Job Dedicated Financial Services Professional serving the greater Sarasota and Seattle areas
Industry Financial Services
Experience
Samuel W Jones February 2014 - Present
Eagle Strategies LLC August 2007 - December 2013
NYLIFE Securities LLC January 2007 - December 2013
New York Life Insurance Company November 2006 - December 2013
Crane Aerospace & Electronics 1979 - 2007
Skills
401(k) Rollovers, Estate Planning, Insurance, Gifting Strategies, Licensed Life Insurance, Retirement Planning, Special Needs Planning
Education
University of Puget Sound 1982 — 1983
BA, MBA, Business Management and Finance
Seattle University 2006 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
Samuel W Jones February 2014 - Present
Eagle Strategies LLC August 2007 - December 2013
NYLIFE Securities LLC January 2007 - December 2013
New York Life Insurance Company November 2006 - December 2013
Crane Aerospace & Electronics 1979 - 2007
Skills
401(k) Rollovers, Estate Planning, Insurance, Gifting Strategies, Licensed Life Insurance, Retirement Planning, Special Needs Planning
Education
University of Puget Sound 1982 — 1983
BA, MBA, Business Management and Finance
Seattle University 2006 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
Bradley Aldrich Bradley Aldrich's NYLIFE Securities LLC Experience October 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
Sidney Central School District September 2009 - August 2013
Skills
401k Rollovers, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Financial Services, Licensed in Long Term..., Problem Solving, Building Relationships, Workshop Facilitation, Supplements to Employee...
Education
State University of New York College at Cortland 2007 — 2009
MST, Health Education
State University of New York College at Cortland 2003 — 2007
BSED, Physical Education
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
Sidney Central School District September 2009 - August 2013
Skills
401k Rollovers, Licensed Life Insurance..., Mutual Funds, Annuity Sales, Financial Services, Licensed in Long Term..., Problem Solving, Building Relationships, Workshop Facilitation, Supplements to Employee...
Education
State University of New York College at Cortland 2007 — 2009
MST, Health Education
State University of New York College at Cortland 2003 — 2007
BSED, Physical Education
Thomas Pace's NYLIFE Securities LLC Experience April 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2002 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Life Insurance, Public Speaking, Term Life Insurance, Investments, Finance, Financial Services, Small Business, Wealth Management, Analysis, Sales
Education
Texas Lutheran 1983 — 1987
Bachelor's degree, Physical Sciences
J. Frank Dobie
J. Frank Dobie
NYLIFE Securities LLC April 2002 - Present
Skills
Retirement Planning, Retirement, Insurance, Estate Planning, Life Insurance, Public Speaking, Term Life Insurance, Investments, Finance, Financial Services, Small Business, Wealth Management, Analysis, Sales
Education
Texas Lutheran 1983 — 1987
Bachelor's degree, Physical Sciences
J. Frank Dobie
J. Frank Dobie
David Bick David Bick's NYLIFE Securities LLC Experience December 2013 - Present
Job Dedicated Financial Services Professional with New York Life helping to protect families in the Greater Boston area
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
U.S. Army April 2005 - May 2013
Tonneson & Company CPA's P.C. January 2000 - May 2003
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-Sell Agreements, Creative Problem Solving, Estate Planning, Education Funding..., Gifting Strategies, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement, Retirement Planning, Risk Management, Supplements to Employee..., Term Life Insurance, Wealth Preservation...
Education
Salem State University 1995 — 1999
Bachelor of Science (BS), Business Administration
Bishop Fenwick High School 1991 — 1995
High School, All
St John's
St John's
NYLIFE Securities LLC December 2013 - Present
U.S. Army April 2005 - May 2013
Tonneson & Company CPA's P.C. January 2000 - May 2003
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-Sell Agreements, Creative Problem Solving, Estate Planning, Education Funding..., Gifting Strategies, Investments, IRA Rollovers, Key Person Insurance, Legacy Planning, Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement, Retirement Planning, Risk Management, Supplements to Employee..., Term Life Insurance, Wealth Preservation...
Education
Salem State University 1995 — 1999
Bachelor of Science (BS), Business Administration
Bishop Fenwick High School 1991 — 1995
High School, All
St John's
St John's
Nick Armiger's NYLIFE Securities LLC Experience January 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
ICMA-RC 2006 - 2014
Morgan Stanley 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits
Education
Salisbury University 2000 — 2003
Bachelor of Arts (B.A.), Communication, General
Salisbury University 1998 — 2003
Bachelor of Arts (B.A.)
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company January 2015 - Present
ICMA-RC 2006 - 2014
Morgan Stanley 2004 - 2005
American Express Financial Advisors 2003 - 2004
Skills
Investments, Life insurance..., Retirement Planning, Income Protection, Financial Services, Asset Protection, Business Planning, Retirement Income..., Education funding..., Employee Benefits
Education
Salisbury University 2000 — 2003
Bachelor of Arts (B.A.), Communication, General
Salisbury University 1998 — 2003
Bachelor of Arts (B.A.)
Teresa Gonzales, LUTCF Teresa Gonzales, LUTCF's NYLIFE Securities LLC Experience May 2008 - Present
Job Dedicated Financial Services Professional at NYLIFE Securities LLC, helping to protect families in the Greater South Bay
Industry Financial Services
Experience
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
Skills
401(K) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Generational..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Investments
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, Finance
NYLIFE Securities LLC May 2008 - Present
New York Life Insurance Company May 2008 - Present
Skills
401(K) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-Generational..., Multi-Generational..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Investments
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, Finance
Rachel Carafotes, MBA Rachel Carafotes, MBA's NYLIFE Securities LLC Experience November 2012 - October 2013
Job Licensed Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
NYLIFE Securities LLC November 2012 - October 2013
TheMapNYC June 2011 - November 2012
Infogroup Direct Media Millard March 2007 - January 2011
Antares Management May 2006 - June 2006
Connecticut General Assembly January 2006 - April 2006
Welding Equipment & Supply Corporation June 2003 - August 2003
Skills
Managerial Accounting..., Leadership Development, Information Management, Budgeting, Event Management, Integrated Marketing..., Marketing Behavior and..., Management Decision..., Consumer and Trade..., Customer Relationship..., International Marketing, Marketing Planning and..., Perspectives in Change..., Personal Selling, PowerPoint, Microsoft Excel, Sponsorship Sales, Print and Online..., Integrated Marketing, Budgets, Sales, Marketing, Direct Marketing, Direct Mail, Database Marketing, Email Marketing, Lead Generation, Customer Acquisition, B2B, Digital Marketing, PPC, B2B Marketing, Marketing Strategy, Online Advertising, Multi-channel Marketing, Interactive Marketing, Relationship Marketing, SEM, Online Marketing, Strategic Partnerships, Marketing Communications, Segmentation, Social Media Marketing, Analytics, Customer Retention, Social Media, CRM, Analysis, Fundraising, Advertising
Education
Argosy University Chicago 2011 — 2013
Master of Business Administration, Marketing, 3.97
Southern Connecticut State University 2003 — 2007
Bachelor of Science, Business Administration; Management
Greenwich High School 1998 — 2002
Wells Fargo November 2013 - Present
NYLIFE Securities LLC November 2012 - October 2013
TheMapNYC June 2011 - November 2012
Infogroup Direct Media Millard March 2007 - January 2011
Antares Management May 2006 - June 2006
Connecticut General Assembly January 2006 - April 2006
Welding Equipment & Supply Corporation June 2003 - August 2003
Skills
Managerial Accounting..., Leadership Development, Information Management, Budgeting, Event Management, Integrated Marketing..., Marketing Behavior and..., Management Decision..., Consumer and Trade..., Customer Relationship..., International Marketing, Marketing Planning and..., Perspectives in Change..., Personal Selling, PowerPoint, Microsoft Excel, Sponsorship Sales, Print and Online..., Integrated Marketing, Budgets, Sales, Marketing, Direct Marketing, Direct Mail, Database Marketing, Email Marketing, Lead Generation, Customer Acquisition, B2B, Digital Marketing, PPC, B2B Marketing, Marketing Strategy, Online Advertising, Multi-channel Marketing, Interactive Marketing, Relationship Marketing, SEM, Online Marketing, Strategic Partnerships, Marketing Communications, Segmentation, Social Media Marketing, Analytics, Customer Retention, Social Media, CRM, Analysis, Fundraising, Advertising
Education
Argosy University Chicago 2011 — 2013
Master of Business Administration, Marketing, 3.97
Southern Connecticut State University 2003 — 2007
Bachelor of Science, Business Administration; Management
Greenwich High School 1998 — 2002
Ryan Kleinsmith Ryan Kleinsmith's NYLIFE Securities LLC Experience March 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2011 - Present
Skills
Rollovers, IRAs, Personal Finance, Retirement Planning, Financial Planning, Estate Planning, Investments, Life Insurance, Saving for Education, Savings, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Insurance
Education
Rowan University 2009 — 2011
Bachelor's degree, Economics
Gloucester County College 2006 — 2008
Associate of Arts and Sciences (A.A.S.)
NYLIFE Securities LLC March 2011 - Present
Skills
Rollovers, IRAs, Personal Finance, Retirement Planning, Financial Planning, Estate Planning, Investments, Life Insurance, Saving for Education, Savings, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Insurance
Education
Rowan University 2009 — 2011
Bachelor's degree, Economics
Gloucester County College 2006 — 2008
Associate of Arts and Sciences (A.A.S.)
Samuel Holm Samuel Holm's NYLIFE Securities LLC Experience February 2011 - Present
Job Currentlly Looking
Industry Financial Services
Experience
NYLIFE Securities LLC February 2011 - Present
Gardner Service Inc. December 2007 - January 2011
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Legacies, Multi-generational..., Multi-generational..., Protection..., Gifting Strategies, Key Person Protection, Wealth Preservation..., Licensed Life Insurance...
Education
Salt Lake Community College 2007 — 2008
NYLIFE Securities LLC February 2011 - Present
Gardner Service Inc. December 2007 - January 2011
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Legacies, Multi-generational..., Multi-generational..., Protection..., Gifting Strategies, Key Person Protection, Wealth Preservation..., Licensed Life Insurance...
Education
Salt Lake Community College 2007 — 2008
Ken Cormier Ken Cormier's NYLIFE Securities LLC Experience April 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company July 2004 - Present
Cormier Textile Products Inc. 1988 - 2001
Horizon Sails, Barton & Cormier Sailmakers January 1974 - November 1978
Skills
Retirement Planning, Retirement, Insurance, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Estate Planning, Small Business, Succession Planning, Protection..., Life Insurance, Disability Insurance
Education
American College 2007 — 2009
LUTCF, Business Insurance
Salem State College 1968 — 1972
BS-BA, Business Administration
NYLIFE Securities LLC April 2006 - Present
New York Life Insurance Company July 2004 - Present
Cormier Textile Products Inc. 1988 - 2001
Horizon Sails, Barton & Cormier Sailmakers January 1974 - November 1978
Skills
Retirement Planning, Retirement, Insurance, 401k Rollovers, Annuity Sales, Licensed in Long Term..., Estate Planning, Small Business, Succession Planning, Protection..., Life Insurance, Disability Insurance
Education
American College 2007 — 2009
LUTCF, Business Insurance
Salem State College 1968 — 1972
BS-BA, Business Administration
Irma Ines (Irma Perez) Quiñones, CLU, ChFC, CLTC, PMP Irma Ines (Irma Perez) Quiñones, CLU, ChFC, CLTC, PMP's NYLIFE Securities LLC Experience June 2005 - November 2009
Job Financial Adviser
Industry Financial Services
Experience
Eagle Strategies LLC November 2009 - Present
NYLIFE Securities LLC June 2005 - November 2009
Hewlett-Packard 2001 - 2005
Hewlett-Packard 1999 - 2001
Hewlett-Packard 1997 - 1999
Skills
Retirement Planning, Retirement, Investments, Insurance, Estate Planning, Management, Leadership, Employee Benefits, Finance, Personal Finance, Process Improvement, Financial Services, Risk Management, Securities, Life Insurance, Project Management, 401k, Small Business, Training, Business Planning, Financial Analysis, Fixed Annuities, Mutual Funds, IRAs, Qualified Retirement..., Analysis, Business Process, Executive Management, Health Insurance, Long-term Care, Long Term Care Insurance, Roth IRA, Disability Insurance, Project Planning, Accounting, 401k Rollovers, Term Life Insurance, Whole Life, Series 7, Long Term Care Planning, Workshop Facilitation, Wealth Transfer..., Multi-Generational..., Wealth Preservation..., Succession Planning, Supplements to Employee..., Key Person Protection, Ira Rollovers
Education
The American College 2007 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 2007 — 2012
Chartered Financial Consultant
The American College 2005 — 2007
LUTCF, Life Underwriter Training Council Fellow
Life & Health classes 2005 — 2005
Eagle Strategies LLC November 2009 - Present
NYLIFE Securities LLC June 2005 - November 2009
Hewlett-Packard 2001 - 2005
Hewlett-Packard 1999 - 2001
Hewlett-Packard 1997 - 1999
Skills
Retirement Planning, Retirement, Investments, Insurance, Estate Planning, Management, Leadership, Employee Benefits, Finance, Personal Finance, Process Improvement, Financial Services, Risk Management, Securities, Life Insurance, Project Management, 401k, Small Business, Training, Business Planning, Financial Analysis, Fixed Annuities, Mutual Funds, IRAs, Qualified Retirement..., Analysis, Business Process, Executive Management, Health Insurance, Long-term Care, Long Term Care Insurance, Roth IRA, Disability Insurance, Project Planning, Accounting, 401k Rollovers, Term Life Insurance, Whole Life, Series 7, Long Term Care Planning, Workshop Facilitation, Wealth Transfer..., Multi-Generational..., Wealth Preservation..., Succession Planning, Supplements to Employee..., Key Person Protection, Ira Rollovers
Education
The American College 2007 — 2012
Chartered Life Underwiter, Finance and Financial Management Services
The American College 2007 — 2012
Chartered Financial Consultant
The American College 2005 — 2007
LUTCF, Life Underwriter Training Council Fellow
Life & Health classes 2005 — 2005
Jeff Rolke Jeff Rolke's NYLIFE Securities LLC Experience September 2012 - December 2014
Job Trusted Advisor at GoldCoast Mortgage Service, Inc. (NMLS# 1841)
Industry Financial Services
Experience
GoldCoast Mortgage Service, Inc. (NMLS# 1841) January 2015 - Present
NYLIFE Securities LLC September 2012 - December 2014
New York Life Insurance Company January 2012 - December 2014
Kelly Infiniti January 2010 - January 2012
Hawthorne Cove Marina June 2007 - October 2010
Mahoney Marine May 2008 - January 2010
Salem Police Department January 2008 - May 2008
Skills
Financial Goals, Small Business Planning, Networking, Sales, Small Business, Customer Service, Microsoft Office, Insurance, Management, Finance, Public Speaking, Customer Satisfaction, Leadership, Social Media, Financial Services, Accounting, Marketing, Team Building, Account Management, Social Networking, Investments
Education
Salem State University 2003 — 2008
BS, Criminal Justice
Chapel Hill-Chauncy Hall School 1999 — 2003
High School Diploma
GoldCoast Mortgage Service, Inc. (NMLS# 1841) January 2015 - Present
NYLIFE Securities LLC September 2012 - December 2014
New York Life Insurance Company January 2012 - December 2014
Kelly Infiniti January 2010 - January 2012
Hawthorne Cove Marina June 2007 - October 2010
Mahoney Marine May 2008 - January 2010
Salem Police Department January 2008 - May 2008
Skills
Financial Goals, Small Business Planning, Networking, Sales, Small Business, Customer Service, Microsoft Office, Insurance, Management, Finance, Public Speaking, Customer Satisfaction, Leadership, Social Media, Financial Services, Accounting, Marketing, Team Building, Account Management, Social Networking, Investments
Education
Salem State University 2003 — 2008
BS, Criminal Justice
Chapel Hill-Chauncy Hall School 1999 — 2003
High School Diploma
Christopher R. Dube Christopher R. Dube's NYLIFE Securities LLC Experience August 2014 - October 2014
Job Financial Services Professional at MassMutual Northern New England
Industry Financial Services
Experience
MassMutual Northern New England October 2014 - Present
NYLIFE Securities LLC August 2014 - October 2014
New York Life Insurance Company April 2014 - October 2014
The Gyro Spot June 2012 - June 2014
Chili's 2008 - 2010
Skills
Insurance, Retirement Planning, Long-term Customer..., Customer Service, Public Speaking, Teaching, Marketing, Life Insurance, Disability Insurance, Financial Services, Long-term Care, Retirement, Securities, Asset Management, Finance, Investments
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), Biology, General
Manchester Memorial High School 2003 — 2007
High School
MassMutual Northern New England October 2014 - Present
NYLIFE Securities LLC August 2014 - October 2014
New York Life Insurance Company April 2014 - October 2014
The Gyro Spot June 2012 - June 2014
Chili's 2008 - 2010
Skills
Insurance, Retirement Planning, Long-term Customer..., Customer Service, Public Speaking, Teaching, Marketing, Life Insurance, Disability Insurance, Financial Services, Long-term Care, Retirement, Securities, Asset Management, Finance, Investments
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), Biology, General
Manchester Memorial High School 2003 — 2007
High School
Gerald Chikezie's NYLIFE Securities LLC Experience April 2015 - Present
Job Financial Services Professional helping clients with custom tailored solutions for personal or business financial needs
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company February 2012 - August 2013
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, Education Funding
Education
Rutgers Business School 2010 — 2014
Bachelor’s Degree, Accounting, Marketing
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company February 2012 - August 2013
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business, Education Funding
Education
Rutgers Business School 2010 — 2014
Bachelor’s Degree, Accounting, Marketing
Adam Persky Adam Persky's NYLIFE Securities LLC Experience October 2010 - Present
Job Dedicated Financial Services Professional helping families and businesses in Eastern North Carolina for 13 years.
Industry Financial Services
Experience
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company October 2010 - Present
New York Life Insurance Company November 2011 - July 2014
New York Life Insurance Company October 2010 - November 2011
RBC Insurance November 2002 - October 2010
United States Marine Corps July 1996 - August 2000
Skills
Insurance, Leadership, Recruiting, Sales, Life Insurance, Retirement, Retirement Planning, Finance, Securities, 401k Rollovers, LUTCF, IRA Rollovers, Wealth Preservation..., Fixed Annuities, Term Life Insurance, IRAs, Financial Services, Long Term Care Insurance
Education
The American College 2003 — 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services
Eagle Strategies, LLC September 2014 - Present
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company October 2010 - Present
New York Life Insurance Company November 2011 - July 2014
New York Life Insurance Company October 2010 - November 2011
RBC Insurance November 2002 - October 2010
United States Marine Corps July 1996 - August 2000
Skills
Insurance, Leadership, Recruiting, Sales, Life Insurance, Retirement, Retirement Planning, Finance, Securities, 401k Rollovers, LUTCF, IRA Rollovers, Wealth Preservation..., Fixed Annuities, Term Life Insurance, IRAs, Financial Services, Long Term Care Insurance
Education
The American College 2003 — 2007
Life Underwriter Training Council Fellowship, Financial Planning and Services
Brenda Kong, ChFC Brenda Kong, ChFC's NYLIFE Securities LLC Experience May 1994 - Present
Job Dedicated Agent with New York Life, helping families and small businesses
Industry Financial Services
Experience
NYLIFE Securities LLC May 1994 - Present
IBM January 1991 - December 1993
ROLM June 1984 - December 1990
Skills
Retirement Planning, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Small Business, Investments, 401k, Customer Service, Disability Insurance, Finance, Financial Services
Education
The American College 1999 — 2003
Chartered Financial Consultant
Santa Clara University 1982 — 1984
Bachelor's degree, Finance
West Valley College 1980 — 1982
Associate's degree, Business
Merced High School 1972 — 1975
NYLIFE Securities LLC May 1994 - Present
IBM January 1991 - December 1993
ROLM June 1984 - December 1990
Skills
Retirement Planning, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Small Business, Investments, 401k, Customer Service, Disability Insurance, Finance, Financial Services
Education
The American College 1999 — 2003
Chartered Financial Consultant
Santa Clara University 1982 — 1984
Bachelor's degree, Finance
West Valley College 1980 — 1982
Associate's degree, Business
Merced High School 1972 — 1975
Matthew T. Sullivan Matthew T. Sullivan's NYLIFE Securities LLC Experience July 2011 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2011 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Annuity Sales, 401k Rollovers, Investments, Key Person Protection, Mutual Funds, Variable Annuities, Asset Protection, Legacies, Multi-generational..., Multi-generational..., Small Business, Wealth Preservation..., Licensed in Long-Term..., Protection..., Succession Planning, Gifting Strategies, Business Exit Strategy, Business Insurance, Education Funding..., Buy-sell Agreements, Lifetime Income..., Whole Life Insurance, Licensed Life and..., Financial Services, Account Management, Fixed Annuities, Employee Benefits, Grandchild Gifting, Income Protection, Personal Finance, Retirement Income...
Education
Spring Hill College 2006 — 2010
Political Science & Law
Thomas Goode Jones School of Law
NYLIFE Securities LLC July 2011 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Annuity Sales, 401k Rollovers, Investments, Key Person Protection, Mutual Funds, Variable Annuities, Asset Protection, Legacies, Multi-generational..., Multi-generational..., Small Business, Wealth Preservation..., Licensed in Long-Term..., Protection..., Succession Planning, Gifting Strategies, Business Exit Strategy, Business Insurance, Education Funding..., Buy-sell Agreements, Lifetime Income..., Whole Life Insurance, Licensed Life and..., Financial Services, Account Management, Fixed Annuities, Employee Benefits, Grandchild Gifting, Income Protection, Personal Finance, Retirement Income...
Education
Spring Hill College 2006 — 2010
Political Science & Law
Thomas Goode Jones School of Law
David Marshall David Marshall'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 September 2010 - Present
Skills
Retirement, Financial Services, Long Term Care Insurance, Finance, College Savings Plans, Fixed Annuities, Retirement Planning, Whole Life, Investments, Term Life Insurance, Securities, Estate Planning, IRAs, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, 401k, Guaranteed Lifetime..., Roth IRA, Employee Benefits, Non-Qualified Deferred..., Universal Life
Education
State University of New York at Oswego 1981 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company September 2010 - Present
Skills
Retirement, Financial Services, Long Term Care Insurance, Finance, College Savings Plans, Fixed Annuities, Retirement Planning, Whole Life, Investments, Term Life Insurance, Securities, Estate Planning, IRAs, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, 401k, Guaranteed Lifetime..., Roth IRA, Employee Benefits, Non-Qualified Deferred..., Universal Life
Education
State University of New York at Oswego 1981 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Cynthia Guldy, CLU Cynthia Guldy, CLU's NYLIFE Securities LLC Experience 1980 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company April 1980 - Present
NYLIFE Securities LLC 1980 - Present
Skills
Financial Services, Business Insurance..., Estate Planning, Retirement Planning, Investments, Wealth Preservation..., Licensed in Long Term..., Small Business, Leadership, Public Speaking, Long-term Care, Wealth Management, Life Insurance
Education
State University of New York at New Paltz
BS, Education
The American College
CLU
New York Life Insurance Company April 1980 - Present
NYLIFE Securities LLC 1980 - Present
Skills
Financial Services, Business Insurance..., Estate Planning, Retirement Planning, Investments, Wealth Preservation..., Licensed in Long Term..., Small Business, Leadership, Public Speaking, Long-term Care, Wealth Management, Life Insurance
Education
State University of New York at New Paltz
BS, Education
The American College
CLU
Ashish Tomar, ChFC, CASL's NYLIFE Securities LLC Experience May 2006 - Present
Job Financial Adviser at Tomar & Associates
Industry Financial Services
Experience
Tomar & Associates April 2013 - Present
Eagle Strategies LLC May 2006 - Present
NYLIFE Securities LLC May 2006 - Present
New York Life Insurance Company May 2006 - Present
Minnesota Life Insurance Company July 2003 - April 2006
Skills
Risk Management, Investments, Retirement Planning, Lifetime Income..., Retirement, Wealth Preservation..., Estate Planning, Multi-Generational..., IRA Rollovers, Legacy Planning, Asset Protection, Thought Leadership, Wealth Transfer..., Succession Planning, Gifting Strategies, Business Exit Strategy, Buy-sell Agreements, Long Term Care Insurance, IRAs, Insurance
Education
The American College 2011 — 2012
Chartered Advisor for Senior Living
The American College 2009 — 2011
Chartered Financial Consultant
University of Aberdeen 2001 — 2003
Mechanical Engineering
University of Pune 1996 — 2000
Bachelors Degree in Mechanical Engineering
Naval Public School
Tomar & Associates April 2013 - Present
Eagle Strategies LLC May 2006 - Present
NYLIFE Securities LLC May 2006 - Present
New York Life Insurance Company May 2006 - Present
Minnesota Life Insurance Company July 2003 - April 2006
Skills
Risk Management, Investments, Retirement Planning, Lifetime Income..., Retirement, Wealth Preservation..., Estate Planning, Multi-Generational..., IRA Rollovers, Legacy Planning, Asset Protection, Thought Leadership, Wealth Transfer..., Succession Planning, Gifting Strategies, Business Exit Strategy, Buy-sell Agreements, Long Term Care Insurance, IRAs, Insurance
Education
The American College 2011 — 2012
Chartered Advisor for Senior Living
The American College 2009 — 2011
Chartered Financial Consultant
University of Aberdeen 2001 — 2003
Mechanical Engineering
University of Pune 1996 — 2000
Bachelors Degree in Mechanical Engineering
Naval Public School
Maria Denney Maria Denney's NYLIFE Securities LLC Experience April 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC April 2015 - Present
Prudential Financial March 2014 - April 2015
Ambit Energy September 2013 - June 2014
Sleepy's June 2013 - February 2014
Stella & Dot January 2013 - December 2013
ADT Security Services July 2011 - April 2013
Long Fence and Home LLLP October 2010 - July 2011
SHENANDOAH LAND MANAGEMENT, INC. May 2004 - August 2010
Coastal Breeze Realty 2004 - 2010
OLDCASTLE APG NORTHEAST, INC March 2002 - April 2004
Skills
Retail, Accounts Receivable, Real Estate, Accounting, Budgets, Payroll, Account Reconciliation, Management, Sales, General Ledger, Finance, Time Management, Purchasing, Human Resources, Analysis, Invoicing, Administration, Insurance, Negotiation, Training, Customer Service, Small Business, Strategic Planning, Leadership, Entrepreneurship, Marketing, Contract Negotiation, Employee Benefits, Team Building, Account Management, Business Planning, Customer Satisfaction, Selling, Forecasting, Business, Recruiting, Financial..., Nonprofits, Financial Analysis, Energy
Education
Strayer University 1998 — 2001
Bachelor of Science, Accounting
Manor High School 1979 — 1982
NYLIFE Securities LLC April 2015 - Present
Prudential Financial March 2014 - April 2015
Ambit Energy September 2013 - June 2014
Sleepy's June 2013 - February 2014
Stella & Dot January 2013 - December 2013
ADT Security Services July 2011 - April 2013
Long Fence and Home LLLP October 2010 - July 2011
SHENANDOAH LAND MANAGEMENT, INC. May 2004 - August 2010
Coastal Breeze Realty 2004 - 2010
OLDCASTLE APG NORTHEAST, INC March 2002 - April 2004
Skills
Retail, Accounts Receivable, Real Estate, Accounting, Budgets, Payroll, Account Reconciliation, Management, Sales, General Ledger, Finance, Time Management, Purchasing, Human Resources, Analysis, Invoicing, Administration, Insurance, Negotiation, Training, Customer Service, Small Business, Strategic Planning, Leadership, Entrepreneurship, Marketing, Contract Negotiation, Employee Benefits, Team Building, Account Management, Business Planning, Customer Satisfaction, Selling, Forecasting, Business, Recruiting, Financial..., Nonprofits, Financial Analysis, Energy
Education
Strayer University 1998 — 2001
Bachelor of Science, Accounting
Manor High School 1979 — 1982
Tamara Haskins, CPA, MS's NYLIFE Securities LLC Experience December 2014 - Present
Job Helping retirees continue their lifestyle into retirement in the Metro DC area for 25 years.
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
EagleStone Wealth Advisors, Inc November 2013 - October 2014
Dixon Hughes Goodman LLP December 2012 - November 2013
Haskins Wealth Management Group, Inc. February 2008 - December 2012
The Ayco Company, L.P. a division of Goldman Sachs January 2011 - October 2012
Merrill Lynch January 1999 - February 2008
EisnerAmper LLP October 1993 - December 1998
Ernst & Young August 1989 - September 1993
Skills
Estate Planning, Retirement Planning, Retirement, Tax, High Net Worth..., Investments, Small Business, Leadership, Succession Planning, Personal Finance, Management, Financial Services, CPA, 401k Rollovers, Annuity Sales, Relationship Building, IRA Rollovers, Public Speaking, Multi-generational..., Gifting Strategies, Term Life Insurance, Seminar Marketing, Permanent Life Insurance, Asset Protection, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Education Funding..., Charitable Giving, Legacy Planning, Finance, Accounting, Securities
Education
Professional Designations 1988 — 2015
CPA, Certified Public Accountant - NJ
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Accounting, Accounting
City University of New York-Baruch College
Masters Science Taxation, Taxation
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
EagleStone Wealth Advisors, Inc November 2013 - October 2014
Dixon Hughes Goodman LLP December 2012 - November 2013
Haskins Wealth Management Group, Inc. February 2008 - December 2012
The Ayco Company, L.P. a division of Goldman Sachs January 2011 - October 2012
Merrill Lynch January 1999 - February 2008
EisnerAmper LLP October 1993 - December 1998
Ernst & Young August 1989 - September 1993
Skills
Estate Planning, Retirement Planning, Retirement, Tax, High Net Worth..., Investments, Small Business, Leadership, Succession Planning, Personal Finance, Management, Financial Services, CPA, 401k Rollovers, Annuity Sales, Relationship Building, IRA Rollovers, Public Speaking, Multi-generational..., Gifting Strategies, Term Life Insurance, Seminar Marketing, Permanent Life Insurance, Asset Protection, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Education Funding..., Charitable Giving, Legacy Planning, Finance, Accounting, Securities
Education
Professional Designations 1988 — 2015
CPA, Certified Public Accountant - NJ
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Accounting, Accounting
City University of New York-Baruch College
Masters Science Taxation, Taxation
Carol Maria Cho's NYLIFE Securities LLC Experience May 2014 - Present
Job Financial Services Professional with NylifeSecurities LLC helping clients develop sound financial strategies.
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
IMS Health February 2012 - August 2013
SESA Institute September 2010 - February 2012
CDI August 2007 - August 2008
Badanco January 2005 - January 2007
Forum Magazine December 1999 - June 2003
Skills
Sales, Customer Service, Leadership, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Visual Arts
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Visual Arts
NYLIFE Securities LLC May 2014 - Present
IMS Health February 2012 - August 2013
SESA Institute September 2010 - February 2012
CDI August 2007 - August 2008
Badanco January 2005 - January 2007
Forum Magazine December 1999 - June 2003
Skills
Sales, Customer Service, Leadership, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Visual Arts
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Visual Arts
Wayne Ramsey's NYLIFE Securities LLC Experience January 2013 - July 2014
Job Helping families and individuals build secure financial futures
Industry Financial Services
Experience
Opes One Advisors August 2014 - Present
NYLIFE Securities LLC January 2013 - July 2014
SFA Women's Tennis Team December 2008 - May 2010
Skills
Sales, Investments, 401k Rollovers, Insurance, Retirement Planning, Finance, Buy-sell Agreements, Supplements to Employee..., Account Management, Leadership, Building Relationships, Mutual Funds, Marketing
Education
Stephen F. Austin State University 2007 — 2011
BBA, Finance; Financial Planning
Opes One Advisors August 2014 - Present
NYLIFE Securities LLC January 2013 - July 2014
SFA Women's Tennis Team December 2008 - May 2010
Skills
Sales, Investments, 401k Rollovers, Insurance, Retirement Planning, Finance, Buy-sell Agreements, Supplements to Employee..., Account Management, Leadership, Building Relationships, Mutual Funds, Marketing
Education
Stephen F. Austin State University 2007 — 2011
BBA, Finance; Financial Planning
Michelle DeMoras's NYLIFE Securities LLC Experience October 2013 - Present
Job Dedicated Financial Services Professional, helping families and small business owners protect and grow their assets.
Industry Financial Services
Experience
NYLIFE Securities LLC October 2013 - Present
REI August 2009 - March 2013
Calaloo Cafe May 2007 - January 2010
Peach House Clothiers August 2005 - May 2007
Marvel Comics 1994 - 1996
Skills
Life Insurance, Retirement Planning, Saving for Education, Fixed Annuities, Legacy Giving, Leadership, Team Building, Marketing, Management, Sales, Sales Management, Seminar Facilitation, Social Media
Education
Columbia University Teachers College 1997 — 1998
Masters Level Studies, Art Teacher Education, Special Needs Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts, Visual and Performing Arts, Art History
JEB Stuart High School 1986 — 1990
NYLIFE Securities LLC October 2013 - Present
REI August 2009 - March 2013
Calaloo Cafe May 2007 - January 2010
Peach House Clothiers August 2005 - May 2007
Marvel Comics 1994 - 1996
Skills
Life Insurance, Retirement Planning, Saving for Education, Fixed Annuities, Legacy Giving, Leadership, Team Building, Marketing, Management, Sales, Sales Management, Seminar Facilitation, Social Media
Education
Columbia University Teachers College 1997 — 1998
Masters Level Studies, Art Teacher Education, Special Needs Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts, Visual and Performing Arts, Art History
JEB Stuart High School 1986 — 1990
Ken Shine Ken Shine's NYLIFE Securities LLC Experience August 2015 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company June 2014 - Present
Inkler October 2013 - June 2014
Contract Consulting May 2013 - May 2014
American Red Cross March 2012 - April 2013
TrustComm, Inc. June 2011 - February 2012
Pure Health Solutions, Inc July 2010 - December 2010
Environmental Management November 2007 - July 2010
BT Americas September 2005 - October 2007
Infonet USA April 2001 - September 2005
Skills
Direct Sales, Selling, Account Management, Sales Process, Strategy, Business Development, New Business Development, Sales, Sales Management, Management, Leadership, Lead Generation, Team Building, Team Leadership, Customer Satisfaction, Customer Retention, Strategic Planning, Mutual Funds, Variable Annuities, Investments
Education
University of Wales, Swansea 1981 — 1985
BSc
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company June 2014 - Present
Inkler October 2013 - June 2014
Contract Consulting May 2013 - May 2014
American Red Cross March 2012 - April 2013
TrustComm, Inc. June 2011 - February 2012
Pure Health Solutions, Inc July 2010 - December 2010
Environmental Management November 2007 - July 2010
BT Americas September 2005 - October 2007
Infonet USA April 2001 - September 2005
Skills
Direct Sales, Selling, Account Management, Sales Process, Strategy, Business Development, New Business Development, Sales, Sales Management, Management, Leadership, Lead Generation, Team Building, Team Leadership, Customer Satisfaction, Customer Retention, Strategic Planning, Mutual Funds, Variable Annuities, Investments
Education
University of Wales, Swansea 1981 — 1985
BSc
Blake Castaldo's NYLIFE Securities LLC Experience February 2011 - October 2013
Job Internal Life Product Consultant at New York Life
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company May 2010 - March 2014
NYLIFE Securities LLC February 2011 - October 2013
Skills
Insurance, Estate Planning, Annuity Sales, Key Person Protection, 401k Rollovers, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Licensed Life Insurance..., Asset Protection
Education
Siena College 2007 — 2009
Bachelor Of Science, Accounting
SUNY Albany 2005 — 2007
Associates
New York Life Insurance Company October 2013 - Present
New York Life Insurance Company May 2010 - March 2014
NYLIFE Securities LLC February 2011 - October 2013
Skills
Insurance, Estate Planning, Annuity Sales, Key Person Protection, 401k Rollovers, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Protection..., Wealth Preservation..., Licensed Life Insurance..., Asset Protection
Education
Siena College 2007 — 2009
Bachelor Of Science, Accounting
SUNY Albany 2005 — 2007
Associates
Laura T. Page,LUTCF Laura T. Page,LUTCF's NYLIFE Securities LLC Experience April 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2010 - Present
Mutual of Omaha 1989 - 2010
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Protection..., Retirement Planning, Disability Insurance, Retirement, Term Life Insurance, Life Insurance
Education
SUNY Potsdam
Bachelor of Arts (BA), Psychology
New School for Social Research (Graduate program)
Psychology
John Bowne H.S.
NYLIFE Securities LLC April 2010 - Present
Mutual of Omaha 1989 - 2010
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Protection..., Retirement Planning, Disability Insurance, Retirement, Term Life Insurance, Life Insurance
Education
SUNY Potsdam
Bachelor of Arts (BA), Psychology
New School for Social Research (Graduate program)
Psychology
John Bowne H.S.
Gregory W. Wood Gregory W. Wood's NYLIFE Securities LLC Experience October 2011 - Present
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC October 2011 - Present
Alzheimer's CURE Foundation January 2011 - May 2011
Skills
Account Management, Client Communications, Client Retention, Client Relationship..., Insurance, Long Term Care, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Fixed Income Products, Variable Annuities, Variable Life, Variable Products, Individual Life, Custom Whole Life, Roth IRA, IRAs, Traditional IRA, Mutual Funds, Investments, Disability Insurance, College Savings Plans, College Funds, Simple IRA, SEP IRA, Long-term Care, Retirement Planning, Employee Benefits, Estate Planning, Asset Allocation, Buy-sell Agreements, Health Insurance, Key Person Insurance, Rollovers, Guaranteed Lifetime..., Customer Retention, Securities, 401k, Financial Services, Long Term Care Insurance, 401k Rollovers, Series 6, Life Insurance, Retirement
Education
The American College 2013 — 2016
CLU, CHfC, Financial Planning and Services
University of Rhode Island 2007 — 2011
Bachelor of Arts, Communication and Media Studies
New York Life Insurance Company September 2015 - Present
New York Life Insurance Company October 2011 - Present
NYLIFE Securities LLC October 2011 - Present
Alzheimer's CURE Foundation January 2011 - May 2011
Skills
Account Management, Client Communications, Client Retention, Client Relationship..., Insurance, Long Term Care, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Fixed Income Products, Variable Annuities, Variable Life, Variable Products, Individual Life, Custom Whole Life, Roth IRA, IRAs, Traditional IRA, Mutual Funds, Investments, Disability Insurance, College Savings Plans, College Funds, Simple IRA, SEP IRA, Long-term Care, Retirement Planning, Employee Benefits, Estate Planning, Asset Allocation, Buy-sell Agreements, Health Insurance, Key Person Insurance, Rollovers, Guaranteed Lifetime..., Customer Retention, Securities, 401k, Financial Services, Long Term Care Insurance, 401k Rollovers, Series 6, Life Insurance, Retirement
Education
The American College 2013 — 2016
CLU, CHfC, Financial Planning and Services
University of Rhode Island 2007 — 2011
Bachelor of Arts, Communication and Media Studies
Paloma Alvarado's NYLIFE Securities LLC Experience February 2015 - Present
Job Dedicated Financial Services Professional helping individuals achieve financial security in the DFW area.
Industry Insurance
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company October 2014 - Present
Bank of America Merchant Services January 2014 - September 2014
University of Texas at Dallas January 2012 - December 2013
Liberty Mutual Insurance April 2013 - November 2013
Famous Footwear January 2010 - September 2012
Famous Footwear August 2009 - December 2009
Skills
Sales, Time Management, Leadership, Wealth Preservation..., Life Insurance, Supplements to Employee..., Estate Planning, Education Funding..., Personal Finance, Legacy Planning, Asset Protection, Social Networking, Creative Problem Solving, Small Business, Investments, Annuity Sales, 401(k) Rollovers, Lifetime Income..., Customer Relations, Protection Planning/..., Protection..., Customer Service
Education
The University of Texas 2012 — 2013
Bachelor of Science, Marketing and Global Business
Richland College 2009 — 2011
Associates of Science, Business
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company October 2014 - Present
Bank of America Merchant Services January 2014 - September 2014
University of Texas at Dallas January 2012 - December 2013
Liberty Mutual Insurance April 2013 - November 2013
Famous Footwear January 2010 - September 2012
Famous Footwear August 2009 - December 2009
Skills
Sales, Time Management, Leadership, Wealth Preservation..., Life Insurance, Supplements to Employee..., Estate Planning, Education Funding..., Personal Finance, Legacy Planning, Asset Protection, Social Networking, Creative Problem Solving, Small Business, Investments, Annuity Sales, 401(k) Rollovers, Lifetime Income..., Customer Relations, Protection Planning/..., Protection..., Customer Service
Education
The University of Texas 2012 — 2013
Bachelor of Science, Marketing and Global Business
Richland College 2009 — 2011
Associates of Science, Business
Jerry Sauceda, Partner at New York Life Insurance Co.'s NYLIFE Securities LLC Experience May 2013 - Present
Job Money can be made, money can be lost but time cannot be made up. Call me for a true work/life balance 8308227211
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company May 2013 - Present
Alliance Seating & Mobility at The Scooter Store May 2010 - May 2012
Bluebonnet Ford July 2008 - May 2009
Bluebonnet Ford June 2003 - December 2007
Skills
Sales, Customer Satisfaction, Insurance, Direct Sales, Account Management, Leadership, Selling, Customer Retention, Public Speaking, Time Management, Training, New Business Development, Strategic Planning
Education
Canyon High School 1999 — 2003
High School diploma
San Antonio College
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company May 2013 - Present
Alliance Seating & Mobility at The Scooter Store May 2010 - May 2012
Bluebonnet Ford July 2008 - May 2009
Bluebonnet Ford June 2003 - December 2007
Skills
Sales, Customer Satisfaction, Insurance, Direct Sales, Account Management, Leadership, Selling, Customer Retention, Public Speaking, Time Management, Training, New Business Development, Strategic Planning
Education
Canyon High School 1999 — 2003
High School diploma
San Antonio College
Stephen Coventry's NYLIFE Securities LLC Experience August 2014 - July 2015
Job Financial Services Professional helping to protect families in West Texas.
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2015 - Present
NYLIFE Securities LLC August 2014 - July 2015
New York Life Insurance Company April 2014 - July 2015
Cujo's July 2007 - April 2014
Lubbock Country Club May 2002 - June 2007
Skills
Microsoft Office, Marketing, Insurance, Social Media, Event Planning, Customer Service, Social Networking, Team Building, Leadership, Finance
Education
Texas Tech University 2007 — 2012
Master's degree, Political Science and Government
Texas Tech University 2002 — 2007
Bachelor of Arts (BA), Political Science and Government
Allstate Financial Services, LLC August 2015 - Present
NYLIFE Securities LLC August 2014 - July 2015
New York Life Insurance Company April 2014 - July 2015
Cujo's July 2007 - April 2014
Lubbock Country Club May 2002 - June 2007
Skills
Microsoft Office, Marketing, Insurance, Social Media, Event Planning, Customer Service, Social Networking, Team Building, Leadership, Finance
Education
Texas Tech University 2007 — 2012
Master's degree, Political Science and Government
Texas Tech University 2002 — 2007
Bachelor of Arts (BA), Political Science and Government
Erik Engh Erik Engh's NYLIFE Securities LLC Experience July 2013 - Present
Job Agent at New York Life Insurance Company
Industry Renewables & Environment
Experience
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company March 2013 - Present
Net Positive May 2012 - January 2013
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Business Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, Wealth Preservation..., Key Person Insurance, Financial Services, Account Management, Disability Insurance, Life Insurance, Sales, Customer Service, Financial Planning
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
NYLIFE Securities LLC July 2013 - Present
New York Life Insurance Company March 2013 - Present
Net Positive May 2012 - January 2013
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Business Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, Wealth Preservation..., Key Person Insurance, Financial Services, Account Management, Disability Insurance, Life Insurance, Sales, Customer Service, Financial Planning
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Gregory Yond Gregory Yond's NYLIFE Securities LLC Experience August 2015 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Insurance
Experience
NYLIFE Securities, LLC August 2015 - Present
New York Life Insurance Company May 2014 - Present
Bedford Police Department November 2007 - July 2014
United States Marine Corps September 2003 - September 2007
Skills
Insurance, Succession Planning, Retirement Planning, Small Business, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Legacies, Multi-generational..., Multi-generational..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Leadership, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement, Supplements to Employee..., Term Life Insurance, Wealth Transfer..., Investments, Variable Annuities, Financial Services
Education
The University of Texas at Arlington 2013 — 2014
Tarrant County College 2011 — 2013
Associate of Arts (A.A.)
NYLIFE Securities, LLC August 2015 - Present
New York Life Insurance Company May 2014 - Present
Bedford Police Department November 2007 - July 2014
United States Marine Corps September 2003 - September 2007
Skills
Insurance, Succession Planning, Retirement Planning, Small Business, Time Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Legacies, Multi-generational..., Multi-generational..., Gifting Strategies, Grandchild Gifting, IRA Rollovers, Leadership, Legacy Planning, LGBT Planning, Licensed in Long Term..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Protection..., Retirement, Supplements to Employee..., Term Life Insurance, Wealth Transfer..., Investments, Variable Annuities, Financial Services
Education
The University of Texas at Arlington 2013 — 2014
Tarrant County College 2011 — 2013
Associate of Arts (A.A.)
Joseph D. D'Amico Joseph D. D'Amico's NYLIFE Securities LLC Experience September 2015 - Present
Job Agent with New York Life helping families and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
Auction Direct USA Used Vehicle Superstore 2014 - 2014
Bill Cram Chevrolet 2013 - 2014
Private Stable April 2002 - May 2013
James E. Cheney CPA February 2013 - April 2013
St. John Fisher College January 2012 - December 2012
Alliance Advisory Group, Inc. May 2012 - September 2012
Cobblestone Creek Country Club May 2010 - August 2011
St. John Fisher College Investment Club January 2011 - May 2011
Skills
Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Leadership, Sales, Time Management, Process Improvement, Risk Management, Wealth Preservation..., Life Insurance, Team Building, Succession Planning
Education
St. John Fisher College 2011 — 2013
Accounting Certificate plus MBA courses, Accounting
Saint John Fisher College 2009 — 2011
B.S., cum laude, Corporate Finance, 3.60 GPA
Midlakes High School 2004 — 2008
Advanced Regents Diploma, Advanced Placement, 94.9% Weighted GPA
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company 2015 - Present
Auction Direct USA Used Vehicle Superstore 2014 - 2014
Bill Cram Chevrolet 2013 - 2014
Private Stable April 2002 - May 2013
James E. Cheney CPA February 2013 - April 2013
St. John Fisher College January 2012 - December 2012
Alliance Advisory Group, Inc. May 2012 - September 2012
Cobblestone Creek Country Club May 2010 - August 2011
St. John Fisher College Investment Club January 2011 - May 2011
Skills
Retirement Planning, 401k Rollovers, Licensed Life Insurance..., Leadership, Sales, Time Management, Process Improvement, Risk Management, Wealth Preservation..., Life Insurance, Team Building, Succession Planning
Education
St. John Fisher College 2011 — 2013
Accounting Certificate plus MBA courses, Accounting
Saint John Fisher College 2009 — 2011
B.S., cum laude, Corporate Finance, 3.60 GPA
Midlakes High School 2004 — 2008
Advanced Regents Diploma, Advanced Placement, 94.9% Weighted GPA
Jon Richard Jon Richard's NYLIFE Securities LLC Experience March 2009 - January 2013
Job Strategic Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Forward Financial LLC February 2013 - July 2015
NYLIFE Securities LLC March 2009 - January 2013
Omni Resources March 2004 - February 2008
Omni Resources August 2002 - March 2004
Schneider National, Inc. May 1996 - September 2001
Education
St. Norbert College 1992 — 1996
Bachelor of Science, Computer Information Systems and Computer Science/Mathematics
Ameriprise Financial Services, Inc. July 2015 - Present
Forward Financial LLC February 2013 - July 2015
NYLIFE Securities LLC March 2009 - January 2013
Omni Resources March 2004 - February 2008
Omni Resources August 2002 - March 2004
Schneider National, Inc. May 1996 - September 2001
Education
St. Norbert College 1992 — 1996
Bachelor of Science, Computer Information Systems and Computer Science/Mathematics
Aaron J Troxel Aaron J Troxel's NYLIFE Securities LLC Experience December 2011 - April 2015
Job Chief Operating Officer at TSM Containers
Industry Import and Export
Experience
TSM Containers April 2015 - Present
NYLIFE Securities LLC December 2011 - April 2015
New York Life Insurance Company January 2011 - April 2015
Wallace, Cooper & Elliott Insurance Agency March 2010 - January 2011
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, 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..., Series 6, Series 63, Strategic Financial..., Pensions, Guaranteed Lifetime..., Roth IRA, High Net Worth..., Inheritance Tax Planning, Buy-sell Agreements, College Funding..., 529 Plans, Variable Annuities, Key Person Insurance, Permanent Life Insurance, Savings, Asset Allocation, Investment Strategies, Mutual Funds, Income Protection, Wealth Management..., Long-term Care, Whole Life, Life Insurance, 401k, Fixed Annuities, Retirement Planning, IRAs, Wealth Accumulation, Financial Services, Securities, Financial Planning, Insurance
Education
The American College 2013 — 2013
University of Wisconsin-Platteville 2005 — 2006
Civil Engineering
Richland Center High School 2000 — 2005
Diploma, Advanced Studies
TSM Containers April 2015 - Present
NYLIFE Securities LLC December 2011 - April 2015
New York Life Insurance Company January 2011 - April 2015
Wallace, Cooper & Elliott Insurance Agency March 2010 - January 2011
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, 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..., Series 6, Series 63, Strategic Financial..., Pensions, Guaranteed Lifetime..., Roth IRA, High Net Worth..., Inheritance Tax Planning, Buy-sell Agreements, College Funding..., 529 Plans, Variable Annuities, Key Person Insurance, Permanent Life Insurance, Savings, Asset Allocation, Investment Strategies, Mutual Funds, Income Protection, Wealth Management..., Long-term Care, Whole Life, Life Insurance, 401k, Fixed Annuities, Retirement Planning, IRAs, Wealth Accumulation, Financial Services, Securities, Financial Planning, Insurance
Education
The American College 2013 — 2013
University of Wisconsin-Platteville 2005 — 2006
Civil Engineering
Richland Center High School 2000 — 2005
Diploma, Advanced Studies
Austin Mathews Austin Mathews's NYLIFE Securities LLC Experience August 2013 - October 2014
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
NYLife Securities LLC August 2013 - October 2014
Magnolia Lodging LLC June 2011 - June 2013
Hampton Inn & Suites by HILTON August 2011 - December 2011
Homewood Suites by Hilton Hotel July 2010 - June 2011
Skills
Operations Management, Microsoft Office, OnQ, FOSSE, Micros, FBSI, Front Office, Hospitality Management, Hotels, Hospitality, Management
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, Hospitality Administration/Management
John Paul II High School
TIAA-CREF November 2014 - Present
NYLife Securities LLC August 2013 - October 2014
Magnolia Lodging LLC June 2011 - June 2013
Hampton Inn & Suites by HILTON August 2011 - December 2011
Homewood Suites by Hilton Hotel July 2010 - June 2011
Skills
Operations Management, Microsoft Office, OnQ, FOSSE, Micros, FBSI, Front Office, Hospitality Management, Hotels, Hospitality, Management
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, Hospitality Administration/Management
John Paul II High School
Peter Curran Peter Curran's NYLIFE Securities LLC Experience December 2011 - Present
Job Financal Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2011 - Present
American Paper Tube and Core September 2002 - April 2011
G. B. Goldman Paper Co. April 1982 - April 2002
Skills
Insurance, Long-term Care, Fixed Annuities, Estate Planning, 401k, Employee Benefits, Strategic Planning, Term Life Insurance, Small Business, Management, Public Speaking, 401k Rollovers, Mutual Funds, Health Insurance, Leadership, Customer Service, Team Building, Licensed in Long Term..., Investments, Supplements to Employee..., Annuity Sales, Wealth Preservation..., Retirement Planning, Life Insurance
Education
Frankford HS
General
Temple University
NYLIFE Securities LLC December 2011 - Present
American Paper Tube and Core September 2002 - April 2011
G. B. Goldman Paper Co. April 1982 - April 2002
Skills
Insurance, Long-term Care, Fixed Annuities, Estate Planning, 401k, Employee Benefits, Strategic Planning, Term Life Insurance, Small Business, Management, Public Speaking, 401k Rollovers, Mutual Funds, Health Insurance, Leadership, Customer Service, Team Building, Licensed in Long Term..., Investments, Supplements to Employee..., Annuity Sales, Wealth Preservation..., Retirement Planning, Life Insurance
Education
Frankford HS
General
Temple University
Norman Craig Norman Craig's NYLIFE Securities LLC Experience January 2010 - July 2015
Job MetLife
Industry Financial Services
Experience
MetLife July 2015 - Present
NYLIFE Securities, LLC January 2010 - July 2015
Webster University January 1985 - May 2012
New York Life Insurance Company November 2006 - January 2010
New York Life December 2004 - October 2006
Immedient September 2002 - December 2004
Genesis 10 May 2000 - August 2002
Cap-Gemini/Ernst & Young 1997 - May 2000
Marion Labs, Marion Merrell Dow, Hoerchst Marion Roussel December 1976 - June 1997
Skills
Life Insurance, 401k, Finance, Financial Services, Mutual Funds, Management, Employee Benefits, Disability Insurance, Small Business, Securities, Annuity Sales, Asset Protection, Management Consulting, Term Life Insurance, Wealth, Licensed Life Insurance..., LUTCF, Insurance
Education
Webster University 1981 — 1983
Master's, Management, Leadership, 4.0
Temple University 1972 — 1976
BS, Education/Business Administration, Honor's Graduate
MetLife July 2015 - Present
NYLIFE Securities, LLC January 2010 - July 2015
Webster University January 1985 - May 2012
New York Life Insurance Company November 2006 - January 2010
New York Life December 2004 - October 2006
Immedient September 2002 - December 2004
Genesis 10 May 2000 - August 2002
Cap-Gemini/Ernst & Young 1997 - May 2000
Marion Labs, Marion Merrell Dow, Hoerchst Marion Roussel December 1976 - June 1997
Skills
Life Insurance, 401k, Finance, Financial Services, Mutual Funds, Management, Employee Benefits, Disability Insurance, Small Business, Securities, Annuity Sales, Asset Protection, Management Consulting, Term Life Insurance, Wealth, Licensed Life Insurance..., LUTCF, Insurance
Education
Webster University 1981 — 1983
Master's, Management, Leadership, 4.0
Temple University 1972 — 1976
BS, Education/Business Administration, Honor's Graduate
Daniel C. Borge's NYLIFE Securities LLC Experience February 2015 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
US Navy Reserve April 2009 - Present
Lifespan October 2003 - February 2015
Skills
401k Rollovers, Asset Protection, Business Planning, Long Term Care Planning, Retirement Income..., Retirement Planning, Wealth Preservation..., Wealth Transfer..., Permanent Life Insurance, Lifetime Income...
Education
Salve Regina University
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC February 2015 - Present
US Navy Reserve April 2009 - Present
Lifespan October 2003 - February 2015
Skills
401k Rollovers, Asset Protection, Business Planning, Long Term Care Planning, Retirement Income..., Retirement Planning, Wealth Preservation..., Wealth Transfer..., Permanent Life Insurance, Lifetime Income...
Education
Salve Regina University
Bachelor of Science (B.S.), Economics
Ken Cargill Ken Cargill's NYLIFE Securities LLC Experience October 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC October 2013 - Present
HD Vest Financial Services February 2005 - October 2013
Kenneth H. Cargill, CPA, PC January 2000 - July 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Life Insurance, Life Insurance..., Lifetime Income..., Protection..., Retirement, Retirement Planning, Wealth Preservation...
Education
Wayland Baptist University, Plainview, TX 1980 — 1982
Bachelor's Degree, Accounting
Texas Tech University 1979 — 1980
Accounting
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC October 2013 - Present
HD Vest Financial Services February 2005 - October 2013
Kenneth H. Cargill, CPA, PC January 2000 - July 2013
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Investments, IRA Rollovers, Key Person Insurance, Life Insurance, Life Insurance..., Lifetime Income..., Protection..., Retirement, Retirement Planning, Wealth Preservation...
Education
Wayland Baptist University, Plainview, TX 1980 — 1982
Bachelor's Degree, Accounting
Texas Tech University 1979 — 1980
Accounting
Jaclyn Marinazzo Jaclyn Marinazzo's NYLIFE Securities LLC Experience June 2011 - October 2013
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC June 2011 - October 2013
WB Mason June 2010 - June 2011
Skills
Recruiting, Leadership, Training, Insurance, Financial Services, Finance, Microsoft Office, Analysis, Business Planning, Sales, Social Media
Education
Stonehill College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Lorenzo De Medici 2008 — 2008
Italian History and Culture
New York Life Insurance Company November 2013 - Present
NYLIFE Securities LLC June 2011 - October 2013
WB Mason June 2010 - June 2011
Skills
Recruiting, Leadership, Training, Insurance, Financial Services, Finance, Microsoft Office, Analysis, Business Planning, Sales, Social Media
Education
Stonehill College 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Lorenzo De Medici 2008 — 2008
Italian History and Culture
Adrienne Montgomery's NYLIFE Securities LLC Experience March 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company December 2014 - Present
Bob Mills Furniture February 2013 - January 2015
The Buckle, Inc. October 2012 - February 2013
Skills
401k Rollovers, Life Insurance, Annuity Sales, Business Planning, Income Protection, LGBT Planning, Grandchild Gifting, Retirement Planning, Personal Finance, Protection Planning, Communication, Marketing, Networking, Sales, Relationship Management, Business Development
Education
Texas A&M University-Commerce
Business
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company December 2014 - Present
Bob Mills Furniture February 2013 - January 2015
The Buckle, Inc. October 2012 - February 2013
Skills
401k Rollovers, Life Insurance, Annuity Sales, Business Planning, Income Protection, LGBT Planning, Grandchild Gifting, Retirement Planning, Personal Finance, Protection Planning, Communication, Marketing, Networking, Sales, Relationship Management, Business Development
Education
Texas A&M University-Commerce
Business
Geoff Scott Mohn's NYLIFE Securities LLC Experience November 2013 - May 2015
Job Financial Professional
Industry Financial Services
Experience
NYLIFE Securities LLC November 2013 - May 2015
Shenandoah Streamworks May 2009 - October 2013
Skills
Finance, Retirement Solutions, Retirement Planning, Investments, Wealth Management, IRAs, Fixed Annuities, Variable Annuities, Public Speaking, Customer Service, Time Management, Research, Event Planning, PowerPoint, Outlook, Teamwork, Financial Analysis, Information Technology, Life Insurance, Organizational..., Technical Support
Education
Roanoke College 2009 — 2013
Bachelor's Degree, Business Administration, Management and Spanish
Roanoke College
Bachelor's degree, Business Administration and Management, Finance, Spanish
NYLIFE Securities LLC November 2013 - May 2015
Shenandoah Streamworks May 2009 - October 2013
Skills
Finance, Retirement Solutions, Retirement Planning, Investments, Wealth Management, IRAs, Fixed Annuities, Variable Annuities, Public Speaking, Customer Service, Time Management, Research, Event Planning, PowerPoint, Outlook, Teamwork, Financial Analysis, Information Technology, Life Insurance, Organizational..., Technical Support
Education
Roanoke College 2009 — 2013
Bachelor's Degree, Business Administration, Management and Spanish
Roanoke College
Bachelor's degree, Business Administration and Management, Finance, Spanish
Sherrilee Buller Sherrilee Buller's NYLIFE Securities LLC Experience July 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company March 2015 - Present
AAA MountainWest August 2014 - March 2015
Self-employed August 2011 - August 2014
Skills
Small Business, Customer Service, Marketing, Event Management, Direct Sales, Business Networking, Personal Finance, Long Term Care Insurance, Life Insurance..., Annuity Sales
Education
Southwestern Assemblies of God University
Bachelor of Arts (B.A.), Associates of Art (A.A.), International and Intercultural Communication
Southwestern Assemblies of God University
Bachelor of Arts (B.A.)
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company March 2015 - Present
AAA MountainWest August 2014 - March 2015
Self-employed August 2011 - August 2014
Skills
Small Business, Customer Service, Marketing, Event Management, Direct Sales, Business Networking, Personal Finance, Long Term Care Insurance, Life Insurance..., Annuity Sales
Education
Southwestern Assemblies of God University
Bachelor of Arts (B.A.), Associates of Art (A.A.), International and Intercultural Communication
Southwestern Assemblies of God University
Bachelor of Arts (B.A.)
Marielena Scanlon's NYLIFE Securities LLC Experience January 1998 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities, LLC January 1998 - Present
New York Life Insurance Company January 1998 - Present
Skills
Insurance, Financial Services, Securities, IRAs, College Savings Plans, Finance, Long Term Care Insurance, 401k Rollovers, Retirement Planning, Fixed Annuities, Licensed Life Insurance..., Annuity Sales, Wealth Preservation..., Legacies, Protection..., Whole Life Insurance, Term Life Insurance, LGBT Planning, Life Insurance, Lifetime Income..., IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Public Speaking, Retirement, Whole Life, Small Business, Sales, Leadership
Education
University of Rhode Island 1987 — 1990
Master of Arts (M.A.)
Sonoma State University 1978 — 1982
Bachelor of Arts (B.A.)
American School Foundation, Mexico City 1971 — 1977
High School
NYLIFE Securities, LLC January 1998 - Present
New York Life Insurance Company January 1998 - Present
Skills
Insurance, Financial Services, Securities, IRAs, College Savings Plans, Finance, Long Term Care Insurance, 401k Rollovers, Retirement Planning, Fixed Annuities, Licensed Life Insurance..., Annuity Sales, Wealth Preservation..., Legacies, Protection..., Whole Life Insurance, Term Life Insurance, LGBT Planning, Life Insurance, Lifetime Income..., IRA Rollovers, Licensed in Long Term..., Permanent Life Insurance, Public Speaking, Retirement, Whole Life, Small Business, Sales, Leadership
Education
University of Rhode Island 1987 — 1990
Master of Arts (M.A.)
Sonoma State University 1978 — 1982
Bachelor of Arts (B.A.)
American School Foundation, Mexico City 1971 — 1977
High School
E. Mark Lewis's NYLIFE Securities LLC Experience July 1995 - Present
Job Providing financial services & risk management to individuals and businesses via insurance and financial products
Industry Financial Services
Experience
NYLIFE Securities LLC July 1995 - Present
New York Life Insurance Company July 1993 - Present
EQUITABLE LIFE February 1988 - 1993
Jewish Home & Hospital January 1985 - January 1988
Skills
Investments, Insurance, Retirement, Estate Planning, Small Business, Retirement Planning, Life Insurance, IRAs, Financial Advisory, Financial Services, Long Term Care Insurance, Fixed Annuities, Finance, Mutual Funds, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Term Life Insurance, Financial Planners, Series 6, Wealth Accumulation, Whole Life, 401k Rollovers, College Savings Plans, Series 63, 401k, Asset Allocation, Universal Life, Employee Benefits, Health Insurance, Investment Advisory, Asset Management, Portfolio Management, Underwriting, Management, Analysis, Risk Management, Financial Analysis, Business, FINRA, Roth IRA, Key Person Insurance, Marketing, Guaranteed Lifetime..., Variable Annuities, 529 Plans, Permanent Life Insurance, Variable Life, Key Person Protection
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1992
BA
NYLIFE Securities LLC July 1995 - Present
New York Life Insurance Company July 1993 - Present
EQUITABLE LIFE February 1988 - 1993
Jewish Home & Hospital January 1985 - January 1988
Skills
Investments, Insurance, Retirement, Estate Planning, Small Business, Retirement Planning, Life Insurance, IRAs, Financial Advisory, Financial Services, Long Term Care Insurance, Fixed Annuities, Finance, Mutual Funds, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Term Life Insurance, Financial Planners, Series 6, Wealth Accumulation, Whole Life, 401k Rollovers, College Savings Plans, Series 63, 401k, Asset Allocation, Universal Life, Employee Benefits, Health Insurance, Investment Advisory, Asset Management, Portfolio Management, Underwriting, Management, Analysis, Risk Management, Financial Analysis, Business, FINRA, Roth IRA, Key Person Insurance, Marketing, Guaranteed Lifetime..., Variable Annuities, 529 Plans, Permanent Life Insurance, Variable Life, Key Person Protection
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1992
BA
Braden Howell Braden Howell's NYLIFE Securities LLC Experience August 2006 - Present
Job Our Mission, Our Vision, Our Calling, Is Serving You.
Industry Financial Services
Experience
Bethel Financial Group, LLC August 2015 - Present
Eagle Strategies LLC July 2014 - Present
New York Life Insurance Company August 2006 - Present
NYLIFE Securities LLC August 2006 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Investments, Insurance, Long Term Care Insurance, Long-term Care, Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Income Protection, Wealth Accumulation, Small Business, Long Term Care, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Succession Planning, Retirement Income..., 401(k) Rollovers, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Personal Finance, Problem Solving, Public Speaking, Wealth Transfer..., Workshop Facilitation, Key Person Insurance
Education
Texas Christian University 1999 — 2004
Bachelor of Science, Journalism
Greenhill School 1986 — 1999
Bethel Financial Group, LLC August 2015 - Present
Eagle Strategies LLC July 2014 - Present
New York Life Insurance Company August 2006 - Present
NYLIFE Securities LLC August 2006 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Retirement, Fixed Annuities, Term Life Insurance, Investments, Insurance, Long Term Care Insurance, Long-term Care, Income for Life, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Income Protection, Wealth Accumulation, Small Business, Long Term Care, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Protection..., Succession Planning, Retirement Income..., 401(k) Rollovers, Asset Protection, Business Insurance..., Business Succession..., Buy-sell Agreements, Education Funding..., IRA Rollovers, Legacy Planning, Life Insurance..., Lifetime Income..., Personal Finance, Problem Solving, Public Speaking, Wealth Transfer..., Workshop Facilitation, Key Person Insurance
Education
Texas Christian University 1999 — 2004
Bachelor of Science, Journalism
Greenhill School 1986 — 1999
Christopher Marc Robertson's NYLIFE Securities LLC Experience April 2014 - June 2014
Job Banking Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Forefront Capital March 2015 - April 2015
Bloomingdale's November 2014 - March 2015
NYLIFE Securities LLC April 2014 - June 2014
New York Life Insurance Company December 2012 - June 2014
Combined Life Insurance February 2012 - December 2012
Aflac March 2011 - January 2012
Skills
Insurance, Investments, Financial Services, Series 63, Series 6, Sales, Customer Service, Life Insurance, Retirement Planning
Education
SUNY Orange 2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
SUNY Orange 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
JPMorgan Chase & Co. May 2015 - Present
Forefront Capital March 2015 - April 2015
Bloomingdale's November 2014 - March 2015
NYLIFE Securities LLC April 2014 - June 2014
New York Life Insurance Company December 2012 - June 2014
Combined Life Insurance February 2012 - December 2012
Aflac March 2011 - January 2012
Skills
Insurance, Investments, Financial Services, Series 63, Series 6, Sales, Customer Service, Life Insurance, Retirement Planning
Education
SUNY Orange 2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
SUNY Orange 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Lyndsey Kelly's NYLIFE Securities LLC Experience December 2009 - September 2012
Job Sales Development Manager, MBA, CLTC at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
New York Life Insurance Company September 2012 - Present
NYLIFE Securities LLC December 2009 - September 2012
First Investors Corporation January 2005 - December 2009
Wachovia May 2004 - December 2004
Morgan Stanley May 2000 - August 2003
Skills
Coaching, Curriculum Development, Financial Services, Insurance, Leadership, Management, New Business Development, Sales Process, Sales Rep Training, Team Building, Time Management, Training, Workshop Facilitation, Strategic Planning, Strategy, Marketing
Education
Saint Bonaventure University 1999 — 2004
BA & MBA, Finance & Accounting
Aquinas Institute 1995 — 1999
Regents Diploma, General Education
Tracy Brown Tracy Brown's NYLIFE Securities LLC Experience April 2015 - Present
Job Registered Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company April 2015 - Present
Lone Reed July 2014 - Present
Higginbotham & Associates July 1996 - January 2015
Madison Benefits Group, Inc. June 1996 - January 2015
Skills
Marketing, Sales, Strategic Planning, Public Relations, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Brokers, New Business Development, Social Networking, Sales Management, Leadership, Management, Social Media Marketing, Social Media, Public Speaking, Healthcare, Marketing Communications, Advertising, Event Management, Microsoft Office, Marketing Strategy, Event Planning, Contract Negotiation, Term Life Insurance, Commercial Insurance, Team Building, Project Management, Microsoft Excel, Benefits Administration, Customer Service, Account Management, Life Insurance
Education
Texas A&M University 1981 — 1985
Marketing
Plano High School 1978 — 1979
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company April 2015 - Present
Lone Reed July 2014 - Present
Higginbotham & Associates July 1996 - January 2015
Madison Benefits Group, Inc. June 1996 - January 2015
Skills
Marketing, Sales, Strategic Planning, Public Relations, Health Insurance, Disability Insurance, Insurance, Employee Benefits, Brokers, New Business Development, Social Networking, Sales Management, Leadership, Management, Social Media Marketing, Social Media, Public Speaking, Healthcare, Marketing Communications, Advertising, Event Management, Microsoft Office, Marketing Strategy, Event Planning, Contract Negotiation, Term Life Insurance, Commercial Insurance, Team Building, Project Management, Microsoft Excel, Benefits Administration, Customer Service, Account Management, Life Insurance
Education
Texas A&M University 1981 — 1985
Marketing
Plano High School 1978 — 1979
Justin LeRette Justin LeRette's NYLIFE Securities LLC Experience June 2014 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC June 2014 - Present
Skills
Financial Services, Retirement Planning, Personal Finance, Whole Life Insurance, Term Life Insurance, Customer Service, Supplements to Employee...
Education
Sonoma State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santa Rosa Junior College 2009 — 2012
Associate of Arts (A.A.), Social and Behavioral Sciences
Saint Vincent High School
NYLIFE Securities LLC June 2014 - Present
Skills
Financial Services, Retirement Planning, Personal Finance, Whole Life Insurance, Term Life Insurance, Customer Service, Supplements to Employee...
Education
Sonoma State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Santa Rosa Junior College 2009 — 2012
Associate of Arts (A.A.), Social and Behavioral Sciences
Saint Vincent High School
Jason Augustosky Jason Augustosky's NYLIFE Securities LLC Experience October 2013 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies, LLC (New York Life Company) February 2015 - Present
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC October 2013 - Present
Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Retirement, Long Term Care Insurance
Education
Old Dominion University - College of Business and Public Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eagle Strategies, LLC (New York Life Company) February 2015 - Present
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC October 2013 - Present
Skills
Investments, 401k Rollovers, Annuity Sales, Insurance, Retirement Planning, Retirement, Long Term Care Insurance
Education
Old Dominion University - College of Business and Public Administration 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Rick Konarski's NYLIFE Securities LLC Experience November 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC November 2009 - Present
Rochester Athletic Club May 2000 - November 2009
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Financial Services, Estate Planning, Key Person Protection, Small Business, Term Life Insurance, Licensed Life Insurance..., Investments, Annuity Sales, Asset Protection, Gifting Strategies, Legacies, Succession Planning, Communication, Time Management, Business Exit Strategy, Business Networking, Buy-sell Agreements, Charitable Giving, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Lifetime Income..., Marketing, Networking, Supplements to Employee..., Wealth Preservation..., Whole Life Insurance, Customer Satisfaction, Licensed in Long Term..., Multi-Generational..., Wealth Preservation, Multi-Generational..., Business Insurance, Protection
Education
Saint Bonaventure University 1996 — 2000
BBA, Marketing, Psychology
NYLIFE Securities LLC November 2009 - Present
Rochester Athletic Club May 2000 - November 2009
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Financial Services, Estate Planning, Key Person Protection, Small Business, Term Life Insurance, Licensed Life Insurance..., Investments, Annuity Sales, Asset Protection, Gifting Strategies, Legacies, Succession Planning, Communication, Time Management, Business Exit Strategy, Business Networking, Buy-sell Agreements, Charitable Giving, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Leadership, Lifetime Income..., Marketing, Networking, Supplements to Employee..., Wealth Preservation..., Whole Life Insurance, Customer Satisfaction, Licensed in Long Term..., Multi-Generational..., Wealth Preservation, Multi-Generational..., Business Insurance, Protection
Education
Saint Bonaventure University 1996 — 2000
BBA, Marketing, Psychology
Timothy Leahy Timothy Leahy's NYLIFE Securities LLC Experience June 1999 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2005 - Present
New York Life Insurance Company June 1999 - Present
NYLIFE Securities LLC June 1999 - Present
United States Coast Guard May 1979 - June 1999
Skills
Life Insurance, 401(k) Rollovers, IRA Rollovers, Asset Protection, Key Person Insurance, Licensed in Long Term..., Legacy Planning, Lifetime Income..., Buy-sell Agreements, Estate Planning, Business Succession..., Gifting Strategies
Education
Rensselaer Polytechnic Institute 1983 — 1984
MS, Operations Research and Statistics
US Coast Guard Academy 1975 — 1979
B. S., Civil Engineering
Eagle Strategies, LLC November 2005 - Present
New York Life Insurance Company June 1999 - Present
NYLIFE Securities LLC June 1999 - Present
United States Coast Guard May 1979 - June 1999
Skills
Life Insurance, 401(k) Rollovers, IRA Rollovers, Asset Protection, Key Person Insurance, Licensed in Long Term..., Legacy Planning, Lifetime Income..., Buy-sell Agreements, Estate Planning, Business Succession..., Gifting Strategies
Education
Rensselaer Polytechnic Institute 1983 — 1984
MS, Operations Research and Statistics
US Coast Guard Academy 1975 — 1979
B. S., Civil Engineering
Lisa Myers Lisa Myers's NYLIFE Securities LLC Experience January 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC December 2012 - Present
NYLIFE Securities LLC January 2012 - Present
Palo Alto Networks September 2006 - February 2011
Cross Fit San Jose, LLC February 2007 - June 2010
Brocade Communications 1997 - 2006
HP 1985 - 1997
Skills
Start-ups, Professional Services, Management, Leadership, Solution Selling, Multi Tasking
Education
NYU School of Continuing & Professional Studies 2011 — 2011
Executive CFP® Certification Education Program
University of Bridgeport 1983 — 1985
BS in MIS, Computers and Business
St. John Fisher College 1980 — 1983
Computers and Business
Brighton High School
Eagle Strategies, LLC December 2012 - Present
NYLIFE Securities LLC January 2012 - Present
Palo Alto Networks September 2006 - February 2011
Cross Fit San Jose, LLC February 2007 - June 2010
Brocade Communications 1997 - 2006
HP 1985 - 1997
Skills
Start-ups, Professional Services, Management, Leadership, Solution Selling, Multi Tasking
Education
NYU School of Continuing & Professional Studies 2011 — 2011
Executive CFP® Certification Education Program
University of Bridgeport 1983 — 1985
BS in MIS, Computers and Business
St. John Fisher College 1980 — 1983
Computers and Business
Brighton High School
Harris Kagan Harris Kagan's NYLIFE Securities LLC Experience January 1986 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC, A Registered Investment Adviser July 1998 - Present
NYLIFE Securities LLC January 1986 - Present
Skills
Retirement Planning, Estate Planning, Disability Insurance, IRAs, Financial Services, Asset Protection, Multi-generational..., Creative Problem Solving, Business Succession..., Thought Leadership, Teamwork, 401k Rollovers, Lifetime Income..., Account Management, Networking, Risk Management, Workshop Facilitation, Life Insurance..., Long-Term Care Insurance
Education
The American College 1997 — 1998
Chartered Financial Consultant Designation (ChFC), Advanced Financial Planning
The American College 1986 — 1989
Chartered Life Underwriter Designation (CLU), Personal and Business Life Insurance Planning
Pomona College
BA, Politics, Philosophy, Economics
Eagle Strategies LLC, A Registered Investment Adviser July 1998 - Present
NYLIFE Securities LLC January 1986 - Present
Skills
Retirement Planning, Estate Planning, Disability Insurance, IRAs, Financial Services, Asset Protection, Multi-generational..., Creative Problem Solving, Business Succession..., Thought Leadership, Teamwork, 401k Rollovers, Lifetime Income..., Account Management, Networking, Risk Management, Workshop Facilitation, Life Insurance..., Long-Term Care Insurance
Education
The American College 1997 — 1998
Chartered Financial Consultant Designation (ChFC), Advanced Financial Planning
The American College 1986 — 1989
Chartered Life Underwriter Designation (CLU), Personal and Business Life Insurance Planning
Pomona College
BA, Politics, Philosophy, Economics
Brian Streem's NYLIFE Securities LLC Experience February 2011 - May 2014
Job Personal Financial Representative at Allstate Financial, LLC
Industry Financial Services
Experience
St. Mary of Perpetual Church September 2014 - Present
Congregation Rodfei Zedek August 2011 - Present
Allstate Financial Services, LLC May 2014 - March 2015
NYLIFE Securities LLC February 2011 - May 2014
New York Life Insurance Company October 2010 - May 2014
GIA Publications, Inc. 2008 - 2010
Skills
Insurance, Music, Protection..., 401k Rollovers, Retirement Savings, Education Savings, Recruiting, Business Planning, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Services, Fixed Annuities, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Personal Finance, Retirement, Retirement Planning, Securities, Singing, Strategic Financial..., Term Life Insurance, Wealth Accumulation, IRAs
Education
Roosevelt University
BA, Music Theory
St. Mary of Perpetual Church September 2014 - Present
Congregation Rodfei Zedek August 2011 - Present
Allstate Financial Services, LLC May 2014 - March 2015
NYLIFE Securities LLC February 2011 - May 2014
New York Life Insurance Company October 2010 - May 2014
GIA Publications, Inc. 2008 - 2010
Skills
Insurance, Music, Protection..., 401k Rollovers, Retirement Savings, Education Savings, Recruiting, Business Planning, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Services, Fixed Annuities, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Personal Finance, Retirement, Retirement Planning, Securities, Singing, Strategic Financial..., Term Life Insurance, Wealth Accumulation, IRAs
Education
Roosevelt University
BA, Music Theory
Christopher J. Riebling, CFP®'s NYLIFE Securities LLC Experience May 2010 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Eagle Strategies LLC May 2010 - Present
McNeil Consumer Healthcare January 2009 - July 2009
SAP September 2007 - December 2007
Skills
Retirement Planning, Insurance, Investments, Securities, Finance, Annuity Sales, Asset Protection, Estate Planning, 401k Rollovers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Finance
West Morris Central 2002 — 2006
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Eagle Strategies LLC May 2010 - Present
McNeil Consumer Healthcare January 2009 - July 2009
SAP September 2007 - December 2007
Skills
Retirement Planning, Insurance, Investments, Securities, Finance, Annuity Sales, Asset Protection, Estate Planning, 401k Rollovers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science, Finance
West Morris Central 2002 — 2006
Mitchell Owen, CLU®, CFP® Mitchell Owen, CLU®, CFP®'s NYLIFE Securities LLC Experience August 1999 - Present
Job Passionate Financial Advisor helping familes, business owners and executives clarify and realize their financial goals.
Industry Financial Services
Experience
Owen Wealth & Retirement Strategies July 2011 - Present
Eagle Strategies LLC September 2001 - Present
NYLIFE Securities LLC August 1999 - Present
New York Life Insurance Company June 1999 - Present
Eagle Productions August 1987 - July 1999
Stages of Design February 1996 - March 1998
Orange and Rockland Utilities September 1983 - July 1987
Skills
Retirement, Retirement Planning, CLU, 401(k) Rollovers, Key Person Protection, Small Business, Estate Planning, Wealth Preservation..., Multi-generational..., Annuity Sales, Asset Protection, Gifting Strategies
Education
Certified Financial Planners Board of Standards 1999 — 2004
CFP®, Certified Financial Planner
The American College 1999 — 2002
CLU, Charter Life Underwriter
Syracuse University 1976 — 1980
BS, Television Radio Communications, History
Monroe-Woodbury High School 1972 — 1976
Diploma, All
Owen Wealth & Retirement Strategies July 2011 - Present
Eagle Strategies LLC September 2001 - Present
NYLIFE Securities LLC August 1999 - Present
New York Life Insurance Company June 1999 - Present
Eagle Productions August 1987 - July 1999
Stages of Design February 1996 - March 1998
Orange and Rockland Utilities September 1983 - July 1987
Skills
Retirement, Retirement Planning, CLU, 401(k) Rollovers, Key Person Protection, Small Business, Estate Planning, Wealth Preservation..., Multi-generational..., Annuity Sales, Asset Protection, Gifting Strategies
Education
Certified Financial Planners Board of Standards 1999 — 2004
CFP®, Certified Financial Planner
The American College 1999 — 2002
CLU, Charter Life Underwriter
Syracuse University 1976 — 1980
BS, Television Radio Communications, History
Monroe-Woodbury High School 1972 — 1976
Diploma, All
Margaret Boswell's NYLIFE Securities LLC Experience December 2001 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Houston ISD January 1987 - June 1998
River Oaks Bank June 1985 - September 1987
Skills
Leadership, Business Analysis, Marketing Strategy, Sales, Project Management, Business Exit Strategy, Financial Services, Small Business, Social Media, Program Management, Life Insurance, Retirement Planning
Education
Sam Houston State University 1993 — 2000
Master of Fine Arts (MFA), Painting
University of Houston 1989 — 1991
Bachelor of Fine Arts (BFA), Painting, A
NYLIFE Securities LLC December 2001 - Present
New York Life Insurance Company December 2001 - Present
Houston ISD January 1987 - June 1998
River Oaks Bank June 1985 - September 1987
Skills
Leadership, Business Analysis, Marketing Strategy, Sales, Project Management, Business Exit Strategy, Financial Services, Small Business, Social Media, Program Management, Life Insurance, Retirement Planning
Education
Sam Houston State University 1993 — 2000
Master of Fine Arts (MFA), Painting
University of Houston 1989 — 1991
Bachelor of Fine Arts (BFA), Painting, A
Jeff Worthley's NYLIFE Securities LLC Experience April 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Political Organization
Experience
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Consulted November 2005 - April 2009
Salem Area Chamber of Commerce June 2003 - May 2005
City of Gloucester January 2001 - January 2005
Cape Ann Chamber of Commerce November 1999 - June 2003
Skills
Licensed Life Insurance..., Retirement Planning, Estate Planning, 401k Rollovers, Wealth Preservation..., Public Speaking, Fundraising, Community Outreach, Non-profits, Public Relations, Event Planning, Research, Microsoft Office, Political Campaigns, Public Policy, Microsoft Excel, Social Media, Politics, Event Management, Long Term Care Insurance, Nonprofits, Life Insurance, Disability Insurance, Investments, Finance, Social Media Marketing, Leadership, Customer Service
Education
Salem State College 1995 — 2000
2000, Criminal Justice/Law Enforcement Administration
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Consulted November 2005 - April 2009
Salem Area Chamber of Commerce June 2003 - May 2005
City of Gloucester January 2001 - January 2005
Cape Ann Chamber of Commerce November 1999 - June 2003
Skills
Licensed Life Insurance..., Retirement Planning, Estate Planning, 401k Rollovers, Wealth Preservation..., Public Speaking, Fundraising, Community Outreach, Non-profits, Public Relations, Event Planning, Research, Microsoft Office, Political Campaigns, Public Policy, Microsoft Excel, Social Media, Politics, Event Management, Long Term Care Insurance, Nonprofits, Life Insurance, Disability Insurance, Investments, Finance, Social Media Marketing, Leadership, Customer Service
Education
Salem State College 1995 — 2000
2000, Criminal Justice/Law Enforcement Administration
Tobin Mergenthaler's NYLIFE Securities LLC Experience November 2007 - Present
Job Wealth Advisor at Eagle Strategies, LLC
Industry Insurance
Experience
Eagle Strategies, LLC 2015 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Retirement Planning, Life Insurance, Whole Life Insurance, 401k Rollovers, Estate Planning, IRA Rollovers, Seminar Marketing, Succession Planning, Licensed in Long Term..., Wealth Preservation..., Legacy Planning, Life Time Income..., Marketing, Risk Management, Insurance, Retirement, Small Business, Customer Service, IRAs, Finance, Planning, Sales, Team Building, Microsoft Office
Education
St. Lawrence University 1999 — 2003
National Sports Academy 1995 — 1999
Eagle Strategies, LLC 2015 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Retirement Planning, Life Insurance, Whole Life Insurance, 401k Rollovers, Estate Planning, IRA Rollovers, Seminar Marketing, Succession Planning, Licensed in Long Term..., Wealth Preservation..., Legacy Planning, Life Time Income..., Marketing, Risk Management, Insurance, Retirement, Small Business, Customer Service, IRAs, Finance, Planning, Sales, Team Building, Microsoft Office
Education
St. Lawrence University 1999 — 2003
National Sports Academy 1995 — 1999
Jeff Nogid's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
City of Long Beach, NY February 2012 - March 2014
Nassau County March 2010 - February 2012
Nassau County Office of Management & Budget March 2003 - March 2010
Enron Corp March 1996 - December 2001
Enron Capital & Trade Resources March 1996 - December 1996
CDC Capital Inc June 1993 - December 1995
HSBC / Midland Bank Treasury January 1990 - May 1993
American Express Bank Ltd November 1988 - January 1990
Skills
Asset Protection, Life Insurance..., Retirement Planning, Small Business
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Economics
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company October 2014 - Present
City of Long Beach, NY February 2012 - March 2014
Nassau County March 2010 - February 2012
Nassau County Office of Management & Budget March 2003 - March 2010
Enron Corp March 1996 - December 2001
Enron Capital & Trade Resources March 1996 - December 1996
CDC Capital Inc June 1993 - December 1995
HSBC / Midland Bank Treasury January 1990 - May 1993
American Express Bank Ltd November 1988 - January 1990
Skills
Asset Protection, Life Insurance..., Retirement Planning, Small Business
Education
Stony Brook University 1982 — 1986
Bachelor of Arts, Economics
David Shea, LUTCF's NYLIFE Securities LLC Experience 2008 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2008 - Present
NYLIFE Securities, LLC 2008 - Present
BNI/Blue Hills Chapter October 2013 - Present
Pembroke Chamber of Commerce January 2010 - Present
Infinity Data Corp May 2007 - December 2007
NESN 1985 - 2005
The Hockey Magazine 2001 - 2003
Boston 128 Companies 1994 - 2001
WEEI NewsRadio 1975 - 1995
Skills
Small Business, Sales, Retirement, Public Speaking, Account Management, Social Networking, 401k Rollovers, IRA Rollovers, Education Funding..., Business Insurance..., Buy/Sell Agreement, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Wealth Transfer..., Estate Planning, Social Media, Business Succession..., Life Insurance, Investments, Insurance, IRAs, Financial Services, Strategic Planning
Education
The American College 2009 — 2012
Boston State/Northeast Broadcasting 1971 — 1974
Duxbury High School
New York Life Insurance Company July 2008 - Present
NYLIFE Securities, LLC 2008 - Present
BNI/Blue Hills Chapter October 2013 - Present
Pembroke Chamber of Commerce January 2010 - Present
Infinity Data Corp May 2007 - December 2007
NESN 1985 - 2005
The Hockey Magazine 2001 - 2003
Boston 128 Companies 1994 - 2001
WEEI NewsRadio 1975 - 1995
Skills
Small Business, Sales, Retirement, Public Speaking, Account Management, Social Networking, 401k Rollovers, IRA Rollovers, Education Funding..., Business Insurance..., Buy/Sell Agreement, Life Insurance..., Lifetime Income..., Permanent Life Insurance, Wealth Transfer..., Estate Planning, Social Media, Business Succession..., Life Insurance, Investments, Insurance, IRAs, Financial Services, Strategic Planning
Education
The American College 2009 — 2012
Boston State/Northeast Broadcasting 1971 — 1974
Duxbury High School
Ronald Jackson's NYLIFE Securities LLC Experience November 2012 - Present
Job Passionate Financial Services Professional helping families and businesses develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
NYLIFE Securities LLC November 2012 - Present
R J Financial Group, LLC January 2001 - Present
Miami Valley Fair Housing Center, Inc. 2010 - 2015
Revival Center Ministries, Int. January 2008 - March 2010
AXA Advisors March 2004 - December 2007
Key Bank December 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Insurance, Financial Services, Management, Financial Education, Small Business, Wealth Management, Retirement, Investments, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Estate Planning, Protection Planning/..., 401k Rollovers, Key Person Protection, Legacies, Education Funding..., Permanent Life Insurance, Leadership, Public Speaking, Risk Management, Financial Planning, Wealth, Personal Finance, IRAs
Education
Tennessee State University 1983 — 1988
Bachelor or Business Administration, Business Administration and Management, General
Robert W Groves High School 1979 — 1983
Diploma, General
New York Life Insurance Company December 2012 - Present
NYLIFE Securities LLC November 2012 - Present
R J Financial Group, LLC January 2001 - Present
Miami Valley Fair Housing Center, Inc. 2010 - 2015
Revival Center Ministries, Int. January 2008 - March 2010
AXA Advisors March 2004 - December 2007
Key Bank December 2002 - March 2004
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Insurance, Financial Services, Management, Financial Education, Small Business, Wealth Management, Retirement, Investments, Fixed Annuities, Mutual Funds, Life Insurance, Securities, Estate Planning, Protection Planning/..., 401k Rollovers, Key Person Protection, Legacies, Education Funding..., Permanent Life Insurance, Leadership, Public Speaking, Risk Management, Financial Planning, Wealth, Personal Finance, IRAs
Education
Tennessee State University 1983 — 1988
Bachelor or Business Administration, Business Administration and Management, General
Robert W Groves High School 1979 — 1983
Diploma, General
Jason Dudzinski's NYLIFE Securities LLC Experience April 2013 - Present
Job Financial Services Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company March 2013 - Present
The Benchmark Company, LLC August 2008 - January 2012
CitySites Commercial Group March 2005 - July 2008
Security Engineering October 1994 - May 2004
Security Engineering Cont. October 1994 - May 2004
Skills
401k, Annuity Sales, CLU, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Asset Protection, Licensed Life Insurance..., Protection..., Investments, Multi-generational..., Securities, FINRA, Equities, Portfolio Management, Hedge Funds, Series 7, Equity Trading, ETFs, Series 63
Education
State University of New York College at Oneonta 1992 — 1994
BS, Business Economics
State University of New York College of Agriculture and Technology at Cobleskill 1989 — 1991
BS, Business Economics
NYLIFE Securities LLC April 2013 - Present
New York Life Insurance Company March 2013 - Present
The Benchmark Company, LLC August 2008 - January 2012
CitySites Commercial Group March 2005 - July 2008
Security Engineering October 1994 - May 2004
Security Engineering Cont. October 1994 - May 2004
Skills
401k, Annuity Sales, CLU, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Asset Protection, Licensed Life Insurance..., Protection..., Investments, Multi-generational..., Securities, FINRA, Equities, Portfolio Management, Hedge Funds, Series 7, Equity Trading, ETFs, Series 63
Education
State University of New York College at Oneonta 1992 — 1994
BS, Business Economics
State University of New York College of Agriculture and Technology at Cobleskill 1989 — 1991
BS, Business Economics
Susan Ensenat's NYLIFE Securities LLC Experience March 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC March 2014 - Present
Silicon Valley Bank June 2012 - August 2013
Fidelity Investments February 2004 - June 2012
Skills
Relationship Management, Retirement Planning, Life Insurance, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Customer Satisfaction, Permanent Life Insurance, Multi-generational..., Multi-generational..., Problem Solving, Wealth Preservation..., Estate Planning, Education Funding, Seminar Marketing
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2003
Bachelor of Science (BS), Finance, General
NYLIFE Securities LLC March 2014 - Present
Silicon Valley Bank June 2012 - August 2013
Fidelity Investments February 2004 - June 2012
Skills
Relationship Management, Retirement Planning, Life Insurance, Account Management, Annuity Sales, Asset Protection, Building Relationships, Business Networking, Customer Satisfaction, Permanent Life Insurance, Multi-generational..., Multi-generational..., Problem Solving, Wealth Preservation..., Estate Planning, Education Funding, Seminar Marketing
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2003
Bachelor of Science (BS), Finance, General
R. Eric Bock, CLU, ChFC's NYLIFE Securities LLC Experience January 1996 - Present
Job Bock Financial Services, providing investment advisory services and life insurance strategies for over 20 years
Industry Financial Services
Experience
Bock Financial Services January 1998 - Present
Eagle Strategies, LLC January 1998 - Present
NYLIFE Securities LLC January 1996 - Present
New York Life Insurance Company August 1993 - Present
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Investments, Small Business, Long-term Care, Mutual Funds, 401k Rollovers, Strategic Financial..., Asset Protection, Wealth Preservation..., Succession Planning, Retirement, Protection..., Multi-generational..., Account Management, Education Funding, Income Protection, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Retirement Income...
Education
The American College 2001 — 2003
Charteded Financial Cousultant, Financial Planning and Services
The American College 2001 — 2003
Chartered Life Underwriter (CLU), Financial Planning and Services
University of South Florida - College of Business Administration 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Manatee Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Bock Financial Services January 1998 - Present
Eagle Strategies, LLC January 1998 - Present
NYLIFE Securities LLC January 1996 - Present
New York Life Insurance Company August 1993 - Present
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Estate Planning, Investments, Small Business, Long-term Care, Mutual Funds, 401k Rollovers, Strategic Financial..., Asset Protection, Wealth Preservation..., Succession Planning, Retirement, Protection..., Multi-generational..., Account Management, Education Funding, Income Protection, Legacy Planning, Life Insurance..., Lifetime Income..., Multi-Generational..., Retirement Income...
Education
The American College 2001 — 2003
Charteded Financial Cousultant, Financial Planning and Services
The American College 2001 — 2003
Chartered Life Underwriter (CLU), Financial Planning and Services
University of South Florida - College of Business Administration 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Manatee Community College 1988 — 1990
Associate's Degree, Business Administration and Management, General
Brenda Rocchio's NYLIFE Securities LLC Experience June 2012 - March 2015
Job Helping families & business owners plan for their financial future Retirement Income Planning Asset Preservation
Industry Investment Management
Experience
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Investment Professionals, Inc. March 2015 - Present
NYLIFE Securities, LLC June 2012 - March 2015
New York Life Insurance Company June 2012 - March 2015
State Farm Insurance September 2009 - May 2012
Dream Dinners November 2005 - May 2008
SWBC October 1996 - December 2006
Edward Jones February 1994 - September 1996
Skills
Customer Satisfaction, 401k Rollovers, IRA Rollovers, Lifetime Income..., Retirement, Investments, Insurance, Life Insurance, Small Business, Supplements to Employee..., Business Succession..., Account Management, Education Funding, Estate Planning, Grandchild Gifting, Legacy Planning, Wealth Transfer..., Public Speaking, Finance, Financial Services, Long Term Care Insurance
Education
Texas A&M University 1989 — 1993
Bachelor's Degree, Journalism
Seferino (Nino) Mendietta's NYLIFE Securities LLC Experience June 2012 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company December 2011 - Present
Texas A&M University-Kingsville September 2005 - June 2011
Skills
Leadership, Higher Education, Program Management, Public Speaking, Community Outreach, Fundraising, Staff Development, Budgets, Nonprofits, Leadership Development, Term Life Insurance, Fixed Annuities, Project Planning, Insurance Planning, 401k Rollovers
Education
Texas A&M University-Kingsville 1998 — 2003
MS, Counseling & Guidance
Texas A&M University-Kingsville 1984 — 1988
BBA, Accounting
NYLIFE Securities LLC June 2012 - Present
New York Life Insurance Company December 2011 - Present
Texas A&M University-Kingsville September 2005 - June 2011
Skills
Leadership, Higher Education, Program Management, Public Speaking, Community Outreach, Fundraising, Staff Development, Budgets, Nonprofits, Leadership Development, Term Life Insurance, Fixed Annuities, Project Planning, Insurance Planning, 401k Rollovers
Education
Texas A&M University-Kingsville 1998 — 2003
MS, Counseling & Guidance
Texas A&M University-Kingsville 1984 — 1988
BBA, Accounting
Chris Gilbertson's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Addaday, LLC January 2014 - April 2014
LA Marathon 2014 - 2014
Ollie & Rae Coffee Company June 2012 - August 2013
UPS November 2005 - August 2013
Film and Television Industry August 2000 - May 2012
Continental Airlines May 1998 - August 2000
Hope Chapel Kaneohe December 1995 - May 1998
United States Marine Corps May 1991 - May 1995
Skills
Sales, Asset Protection, Leadership, Account Management, Small Business, Life Insurance, Personal Finance, Public Speaking, Time Management, Insurance, Retirement Planning, Risk Management, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Long-term Customer..., 401k Rollovers, Networking, Permanent Life Insurance, Term Life Insurance, Writing, Wealth Preservation..., Gifting Strategies, Multi-generational..., Multi-generational..., Key Person Insurance, Seminar Marketing, Buy-sell Agreements, Annuity Sales, Lifetime Income..., IRA Rollovers, Education Funding..., Retirement, Finance, Public Relations, Investments
Education
Santa Monica College
Business Administration and Management, General, Freshman
University of Alaska Anchorage 1990 — 1990
Liberal Arts and Sciences, General Studies and Humanities
Grace Christian School 1987 — 1989
High School Diploma
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company August 2014 - Present
Addaday, LLC January 2014 - April 2014
LA Marathon 2014 - 2014
Ollie & Rae Coffee Company June 2012 - August 2013
UPS November 2005 - August 2013
Film and Television Industry August 2000 - May 2012
Continental Airlines May 1998 - August 2000
Hope Chapel Kaneohe December 1995 - May 1998
United States Marine Corps May 1991 - May 1995
Skills
Sales, Asset Protection, Leadership, Account Management, Small Business, Life Insurance, Personal Finance, Public Speaking, Time Management, Insurance, Retirement Planning, Risk Management, Building Relationships, Communication, Creative Problem Solving, Customer Insight, Long-term Customer..., 401k Rollovers, Networking, Permanent Life Insurance, Term Life Insurance, Writing, Wealth Preservation..., Gifting Strategies, Multi-generational..., Multi-generational..., Key Person Insurance, Seminar Marketing, Buy-sell Agreements, Annuity Sales, Lifetime Income..., IRA Rollovers, Education Funding..., Retirement, Finance, Public Relations, Investments
Education
Santa Monica College
Business Administration and Management, General, Freshman
University of Alaska Anchorage 1990 — 1990
Liberal Arts and Sciences, General Studies and Humanities
Grace Christian School 1987 — 1989
High School Diploma
Jay McCluskey's NYLIFE Securities LLC Experience December 1979 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 1979 - Present
NYLIFE Securities LLC December 1979 - Present
Skills
Business Insurance..., Estate Planning, Investments, Licensed Life and..., Retirement Planning, Term Life Insurance, Strategic Planning, Disability Insurance, Financial Services, Insurance, Retirement, Long-term Care, Life Insurance, Health Insurance, Management, Customer Service, Leadership, Sales
Education
Southern Methodist University - Cox School of Business 1976 — 1978
Master of Business Administration (M.B.A.)
Wittenberg University 1971 — 1975
Bachelor's Degree
New York Life Insurance Company December 1979 - Present
NYLIFE Securities LLC December 1979 - Present
Skills
Business Insurance..., Estate Planning, Investments, Licensed Life and..., Retirement Planning, Term Life Insurance, Strategic Planning, Disability Insurance, Financial Services, Insurance, Retirement, Long-term Care, Life Insurance, Health Insurance, Management, Customer Service, Leadership, Sales
Education
Southern Methodist University - Cox School of Business 1976 — 1978
Master of Business Administration (M.B.A.)
Wittenberg University 1971 — 1975
Bachelor's Degree
Stephen Kallenberg's NYLIFE Securities LLC Experience July 2007 - March 2010
Job Environmental Geologist
Industry Environmental Services
Experience
Cirrus Associates, L.L.C. July 2013 - Present
The University of Texas at Dallas January 2012 - July 2013
The University of Texas at Dallas June 2012 - July 2012
Behringer Harvard March 2010 - April 2011
NYLife Securities, LLC July 2007 - March 2010
Boater's World November 2004 - November 2008
Honda Financial Services November 2006 - July 2007
Skills
Geology, Microsoft Office, Series 7, Financial Analysis, Social Media Marketing, PowerPoint, Microsoft Excel, Budgets, Negotiation, Data Analysis, Research, Microsoft Word, Strategic Planning, ArcGIS, Sedimentology, Environmental Science, Earth Observation, LiDAR, Terrain Modeling, Geological Mapping, Environmental Geology, Coastal Processes, Geomorphology, Statistical Data..., Remote Sensing, Project Management, GIS, Earth Science, Geophysics, Field Work
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's of Science (B.S.), Geosciences, 3.8
The University of Texas at Dallas 2011 — 2013
Master's degree (M.S.), Geological and Earth Sciences/Geosciences, 3.9
Texas A&M University-Corpus Christi 2003 — 2006
B.B.A., Finance, 3.3
Cirrus Associates, L.L.C. July 2013 - Present
The University of Texas at Dallas January 2012 - July 2013
The University of Texas at Dallas June 2012 - July 2012
Behringer Harvard March 2010 - April 2011
NYLife Securities, LLC July 2007 - March 2010
Boater's World November 2004 - November 2008
Honda Financial Services November 2006 - July 2007
Skills
Geology, Microsoft Office, Series 7, Financial Analysis, Social Media Marketing, PowerPoint, Microsoft Excel, Budgets, Negotiation, Data Analysis, Research, Microsoft Word, Strategic Planning, ArcGIS, Sedimentology, Environmental Science, Earth Observation, LiDAR, Terrain Modeling, Geological Mapping, Environmental Geology, Coastal Processes, Geomorphology, Statistical Data..., Remote Sensing, Project Management, GIS, Earth Science, Geophysics, Field Work
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's of Science (B.S.), Geosciences, 3.8
The University of Texas at Dallas 2011 — 2013
Master's degree (M.S.), Geological and Earth Sciences/Geosciences, 3.9
Texas A&M University-Corpus Christi 2003 — 2006
B.B.A., Finance, 3.3
Amanda Marino'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 December 2009 - Present
Entercom November 2004 - May 2008
Skills
401k, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, Investments, College Savings Plans, Permanent Life Insurance, Term Life Insurance, Voluntary Employee...
Education
State University of New York College at Geneseo 2000 — 2003
B.A., Psychology
Naples Central 1986 — 1999
Naples Central
NYLIFE Securities LLC February 2011 - Present
New York Life Insurance Company December 2009 - Present
Entercom November 2004 - May 2008
Skills
401k, 401k Rollovers, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, Investments, College Savings Plans, Permanent Life Insurance, Term Life Insurance, Voluntary Employee...
Education
State University of New York College at Geneseo 2000 — 2003
B.A., Psychology
Naples Central 1986 — 1999
Naples Central
Pei-Chung Lu's NYLIFE Securities LLC Experience December 2002 - Present
Job Financial Service Profossional at New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2002 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Legacies Planning, Licensed In Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Protection planning /..., Risk Management, Wealth Preservation..., Wealth Transfer...
Education
San Francisco State University 1994 — 1997
Master's degree, Finance, General
NYLIFE Securities LLC December 2002 - Present
New York Life Insurance Company December 2002 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Succession..., Buy-sell Agreements, Estate Planning, Gifting Strategies, Legacies Planning, Licensed In Long Term..., Life Insurance..., Lifetime Income..., Multi-generational..., Protection planning /..., Risk Management, Wealth Preservation..., Wealth Transfer...
Education
San Francisco State University 1994 — 1997
Master's degree, Finance, General
Tim Halwas's NYLIFE Securities LLC Experience September 2013 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
NYLIFE Securities LLC September 2013 - Present
New York Life September 2013 - June 2015
Love Envelopes May 2004 - April 2013
Atlantic Envelope Company May 1995 - May 2004
Universal Computer Systems February 1993 - May 1995
Skills
Insurance, Retirement, Small Business, Retirement Planning, Asset Protection, Estate Planning, Time Management, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Thought Leadership, Communication, Multi-tasking Skills, Business Networking, Business Development, Business Insurance..., Buy/Sell Agreements
Education
Sam Houston State University 1987 — 1992
Bachelor of Arts (BA), Marketing
Conroe High school 1984 — 1986
MassMutual Financial Group July 2015 - Present
NYLIFE Securities LLC September 2013 - Present
New York Life September 2013 - June 2015
Love Envelopes May 2004 - April 2013
Atlantic Envelope Company May 1995 - May 2004
Universal Computer Systems February 1993 - May 1995
Skills
Insurance, Retirement, Small Business, Retirement Planning, Asset Protection, Estate Planning, Time Management, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation..., Thought Leadership, Communication, Multi-tasking Skills, Business Networking, Business Development, Business Insurance..., Buy/Sell Agreements
Education
Sam Houston State University 1987 — 1992
Bachelor of Arts (BA), Marketing
Conroe High school 1984 — 1986
Kevin Sabella's NYLIFE Securities LLC Experience February 2002 - Present
Job Financial Services Professional at NYLIFE Securities, LLC
Industry Financial Services
Experience
New York Life February 2002 - Present
NYLIFE Securities, LLC February 2002 - Present
Mr. Menu catering March 1997 - November 2001
The Equitable Life Assurance Company February 1983 - June 1993
Skills
401k Rollovers, Investments, Retirement, Life Insurance, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Annuity Sales, IRA rollovers, Key Person Insurance, licensed in Long Term..., Permanent Life Insurance, Business Insurance..., Business Succession..., Supplements to Employee..., Fixed Annuities, Securities
Education
St. John's University 1977 — 1981
Business, Management, Marketing, and Related Support Services
New York Life February 2002 - Present
NYLIFE Securities, LLC February 2002 - Present
Mr. Menu catering March 1997 - November 2001
The Equitable Life Assurance Company February 1983 - June 1993
Skills
401k Rollovers, Investments, Retirement, Life Insurance, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Annuity Sales, IRA rollovers, Key Person Insurance, licensed in Long Term..., Permanent Life Insurance, Business Insurance..., Business Succession..., Supplements to Employee..., Fixed Annuities, Securities
Education
St. John's University 1977 — 1981
Business, Management, Marketing, and Related Support Services
Mark Emmet's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Insurance
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
B&R Driving School July 2013 - January 2015
Boise State University August 2010 - June 2011
Western Washington University January 2004 - August 2008
Western Washington University January 2004 - March 2006
Seattle Public Schools September 1986 - April 2004
University of Washington June 2002 - July 2003
Skills
Life Insurance, Term Life Insurance, 401(k) Rollovers, Estate Planning, Succession Planning
Education
Western Washington University 2008 — 2010
Science Education
University of Washington 1998 — 2000
Physics Education
University of Washington 1982 — 1984
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Western Washington University 1981 — 1982
Undergraduate Studies
San Diego Mesa College 1977 — 1979
General Studies
Mission Bay High School 1972 — 1975
High School Diploma
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
B&R Driving School July 2013 - January 2015
Boise State University August 2010 - June 2011
Western Washington University January 2004 - August 2008
Western Washington University January 2004 - March 2006
Seattle Public Schools September 1986 - April 2004
University of Washington June 2002 - July 2003
Skills
Life Insurance, Term Life Insurance, 401(k) Rollovers, Estate Planning, Succession Planning
Education
Western Washington University 2008 — 2010
Science Education
University of Washington 1998 — 2000
Physics Education
University of Washington 1982 — 1984
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Western Washington University 1981 — 1982
Undergraduate Studies
San Diego Mesa College 1977 — 1979
General Studies
Mission Bay High School 1972 — 1975
High School Diploma
David Trzcinski's NYLIFE Securities LLC Experience October 2014 - Present
Job Dedicated Financial Services Professional helping to protect families and businesses in Rhode Island.
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
state street 2006 - 2009
Skills
Fluent in written and..., Series 6 Licensed, Annuity Sales, 401k Rollovers, Wealth Preservation..., Lifetime Income..., Retirement, Small Business, Life Insurance..., Estate Planning, Long Term Care Insurance, Personal Finance
Education
State University of New York College at Plattsburgh 1992 — 1994
Bachelor's Degree, International Business, French minor, 3.70
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company October 2014 - Present
state street 2006 - 2009
Skills
Fluent in written and..., Series 6 Licensed, Annuity Sales, 401k Rollovers, Wealth Preservation..., Lifetime Income..., Retirement, Small Business, Life Insurance..., Estate Planning, Long Term Care Insurance, Personal Finance
Education
State University of New York College at Plattsburgh 1992 — 1994
Bachelor's Degree, International Business, French minor, 3.70
Bruce Cooper's NYLIFE Securities LLC Experience May 2002 - Present
Job Dedicated Financial Services Professional assisting families and business owners develop a strong financial strategy
Industry Insurance
Experience
NYLIFE Securities LLC May 2002 - Present
New York Life Insurance Company May 2002 - Present
Kairos Prison Ministry International Foundation 2005 - Present
Levi Strauss & Co 1971 - 1997
Skills
Insurance, Strategic Financial..., Customer Service, Fixed Annuities, Retirement, Management, Leadership, Finance, Estate Planning, Retirement Planning, Life Insurance, Investments, Asset Allocation, Financial Services, Business Planning, Long Term Care Insurance, Small Business, Financial Analysis, Business Development, Process Improvement, Contract Negotiation, Public Speaking, Team Leadership, Public Relations, Project Planning, Project Management, Leadership Development, 401k Rollovers, Wealth Preservation..., Permanent Life Insurance, Lifetime Income...
Education
Temple University - Fox School of Business and Management 1964 — 1968
BBA, economics, marketing
NYLIFE Securities LLC May 2002 - Present
New York Life Insurance Company May 2002 - Present
Kairos Prison Ministry International Foundation 2005 - Present
Levi Strauss & Co 1971 - 1997
Skills
Insurance, Strategic Financial..., Customer Service, Fixed Annuities, Retirement, Management, Leadership, Finance, Estate Planning, Retirement Planning, Life Insurance, Investments, Asset Allocation, Financial Services, Business Planning, Long Term Care Insurance, Small Business, Financial Analysis, Business Development, Process Improvement, Contract Negotiation, Public Speaking, Team Leadership, Public Relations, Project Planning, Project Management, Leadership Development, 401k Rollovers, Wealth Preservation..., Permanent Life Insurance, Lifetime Income...
Education
Temple University - Fox School of Business and Management 1964 — 1968
BBA, economics, marketing
Winny Lin's NYLIFE Securities LLC Experience March 2004 - September 2010
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC October 2010 - Present
NYLIFE Securities LLC March 2004 - September 2010
Skills
Financial Services, Analysis, Securities, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Finance, Insurance, Fixed Annuities, Accounting, Term Life Insurance, Life Insurance, Investments, Estate Planning, 401k, Wealth Management, Disability Insurance, Series 63, Financial Advisory
Education
San Francisco State University 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Francisco State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Eagle Strategies, LLC October 2010 - Present
NYLIFE Securities LLC March 2004 - September 2010
Skills
Financial Services, Analysis, Securities, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Finance, Insurance, Fixed Annuities, Accounting, Term Life Insurance, Life Insurance, Investments, Estate Planning, 401k, Wealth Management, Disability Insurance, Series 63, Financial Advisory
Education
San Francisco State University 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
San Francisco State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Chris Felt, CLTC's NYLIFE Securities LLC Experience December 2009 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company December 2009 - Present
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company 2009 - 2012
Skills
Fixed Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Long-term Care, Insurance, Strategic Financial..., Series 6, Investments, Variable Annuities, Variable Products, Variable Life
Education
Tarleton State University 1995 — 1997
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
New York Life Insurance Company December 2009 - Present
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company 2009 - 2012
Skills
Fixed Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Long-term Care, Insurance, Strategic Financial..., Series 6, Investments, Variable Annuities, Variable Products, Variable Life
Education
Tarleton State University 1995 — 1997
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Barrett Ethington's NYLIFE Securities LLC Experience October 2013 - Present
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company April 2013 - Present
Apple October 2008 - April 2013
Apple 2007 - 2013
RDL Condominiums May 2008 - June 2011
Nok.inc March 2010 - May 2011
Aspen Hills Mortgage April 2007 - December 2009
Skills
Protection Planning/ ..., Multi-Generational ..., Retirement, Retirement planning, Small Business, Multi-Tasking Skills, Multi-Generational ..., Succession planning, Thought Leadership, Time Management, Wealth Preservation ..., 401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Team Building, Customer Satisfaction, Retail, Sales, Succession Planning, iLife, Retirement Planning, iWork, Team Leadership, Customer Experience, Management, Leadership, Life Insurance
Education
Salt Lake Community College 2008 — 2012
Associate of Science (AS), Business Administration and Management, General
Utah Mortgage School 2006 — 2007
Licensed Broker, Finance, General
New York Life Insurance Company August 2015 - Present
NYLIFE Securities LLC October 2013 - Present
New York Life Insurance Company April 2013 - Present
Apple October 2008 - April 2013
Apple 2007 - 2013
RDL Condominiums May 2008 - June 2011
Nok.inc March 2010 - May 2011
Aspen Hills Mortgage April 2007 - December 2009
Skills
Protection Planning/ ..., Multi-Generational ..., Retirement, Retirement planning, Small Business, Multi-Tasking Skills, Multi-Generational ..., Succession planning, Thought Leadership, Time Management, Wealth Preservation ..., 401(k) Rollovers, Annuity Sales, Asset Protection, Insurance, Estate Planning, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Team Building, Customer Satisfaction, Retail, Sales, Succession Planning, iLife, Retirement Planning, iWork, Team Leadership, Customer Experience, Management, Leadership, Life Insurance
Education
Salt Lake Community College 2008 — 2012
Associate of Science (AS), Business Administration and Management, General
Utah Mortgage School 2006 — 2007
Licensed Broker, Finance, General
Nick Neef's NYLIFE Securities LLC Experience May 2010 - Present
Job Financial Services Professional dedicated to helping individuals and business owners create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - April 2014
Iowa Events Center May 2009 - July 2009
Skills
Insurance, Retirement, Long-term Care, Management, Investments, Disability Insurance, IRAs, Life Insurance, Sales, Retirement Planning, Estate Planning, Leadership, Fixed Annuities, Marketing, Series 6, Series 63, 401k Rollovers, Life
Education
Simpson College 2006 — 2010
BA, Major: Corporate Communications. Minor: Sports Administration
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2010 - Present
New York Life Insurance Company May 2010 - April 2014
Iowa Events Center May 2009 - July 2009
Skills
Insurance, Retirement, Long-term Care, Management, Investments, Disability Insurance, IRAs, Life Insurance, Sales, Retirement Planning, Estate Planning, Leadership, Fixed Annuities, Marketing, Series 6, Series 63, 401k Rollovers, Life
Education
Simpson College 2006 — 2010
BA, Major: Corporate Communications. Minor: Sports Administration
Brad Sheremeta's NYLIFE Securities LLC Experience December 2010 - Present
Job Devoted Financial Services Professional with New York Life Insurance Company helping the families of Western NY
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
First Investors Corporation July 2010 - December 2010
CollegeZag January 2010 - December 2010
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..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Access
Education
Rochester Institute of Technology 2007 — 2010
BBUF, Business/Finance
New York Life Insurance Company December 2010 - Present
NYLIFE Securities LLC December 2010 - Present
First Investors Corporation July 2010 - December 2010
CollegeZag January 2010 - December 2010
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..., Retirement, Retirement Planning, Small Business, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Access
Education
Rochester Institute of Technology 2007 — 2010
BBUF, Business/Finance
Jacar Bray's NYLIFE Securities LLC Experience December 2014 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
Skills
Sales Operations, Team Building, Account Management, Sales, Direct Sales, Sales Process, Business Planning, Selling
Education
Texas Tech University 2000 — 2006
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
Skills
Sales Operations, Team Building, Account Management, Sales, Direct Sales, Sales Process, Business Planning, Selling
Education
Texas Tech University 2000 — 2006
Charles Elliot-Bearce, LUTCF's NYLIFE Securities LLC Experience October 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2012 - Present
MetLife February 2008 - October 2012
Skills
Insurance, Financial Services, Retirement, Retirement Planning, Life Insurance, Long Term Care Insurance, IRAs, Asset Allocation, Estate Planning, Term Life Insurance, Leadership, Whole Life, Investments, 401k Rollovers, LUTCF, Personal Finance, Risk Management, Wealth Preservation, Wealth Transfer, Supplements to Employee..., 403 b, Annuity Sales, Finance, Securities, Fixed Annuities, Disability Insurance, Long-term Care, Mutual Funds, Financial Planning, 401k, Wealth Management, Series 6, Financial Advisory, Series 63, Small Business, Universal Life
Education
The American College 2008 — 2012
LUTCF
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (B.S.), Finance
Saratoga Springs High School 2000 — 2003
High School
NYLIFE Securities LLC October 2012 - Present
MetLife February 2008 - October 2012
Skills
Insurance, Financial Services, Retirement, Retirement Planning, Life Insurance, Long Term Care Insurance, IRAs, Asset Allocation, Estate Planning, Term Life Insurance, Leadership, Whole Life, Investments, 401k Rollovers, LUTCF, Personal Finance, Risk Management, Wealth Preservation, Wealth Transfer, Supplements to Employee..., 403 b, Annuity Sales, Finance, Securities, Fixed Annuities, Disability Insurance, Long-term Care, Mutual Funds, Financial Planning, 401k, Wealth Management, Series 6, Financial Advisory, Series 63, Small Business, Universal Life
Education
The American College 2008 — 2012
LUTCF
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (B.S.), Finance
Saratoga Springs High School 2000 — 2003
High School
sunkoog kim's NYLIFE Securities LLC Experience July 1999 - Present
Job Liensed Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC July 1999 - Present
New York Life Insurance Company July 1999 - Present
Education
Temple University - Fox School of Business and Management 1987 — 1990
Master of Science (M.S.), Actuarial Science
NYLIFE Securities LLC July 1999 - Present
New York Life Insurance Company July 1999 - Present
Education
Temple University - Fox School of Business and Management 1987 — 1990
Master of Science (M.S.), Actuarial Science
Krystal M. Macias's NYLIFE Securities LLC Experience June 2011 - Present
Job Partner at New York Life
Industry Financial Services
Experience
New York Life January 2015 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Customer Satisfaction, 401k Rollovers, Retirement Planning, Leadership, Wealth Preservation..., Sales, Life Insurance
Education
Rice University 2015 — 2016
Certified Financial Planner
University of Houston 2006 — 2011
Bachelor's degree, Finance
New York Life January 2015 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Customer Satisfaction, 401k Rollovers, Retirement Planning, Leadership, Wealth Preservation..., Sales, Life Insurance
Education
Rice University 2015 — 2016
Certified Financial Planner
University of Houston 2006 — 2011
Bachelor's degree, Finance
Michael Banach's NYLIFE Securities LLC Experience June 2015 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2015 - Present
FIS March 1995 - June 2015
Skills
Business Planning, Life Insurance, Protection Planning, Customer Satisfaction, Risk Management, Analysis, College Education..., Retirement Planning, Financial Planning
Education
Siena College 1983 — 1987
Bachelor's degree, Computer Science
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2015 - Present
FIS March 1995 - June 2015
Skills
Business Planning, Life Insurance, Protection Planning, Customer Satisfaction, Risk Management, Analysis, College Education..., Retirement Planning, Financial Planning
Education
Siena College 1983 — 1987
Bachelor's degree, Computer Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY