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
Richard Pototsky, CPA Richard Pototsky, CPA's NYLIFE Securities LLC Experience September 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Skills
Sales, Insurance, Team Building
Education
Washington University in St. Louis 1986 — 1990
Bachelor's Degree, Economics
University of Baltimore 1991 — 1993
Master of Business Administration (M.B.A.), Management
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2014 - Present
Skills
Sales, Insurance, Team Building
Education
Washington University in St. Louis 1986 — 1990
Bachelor's Degree, Economics
University of Baltimore 1991 — 1993
Master of Business Administration (M.B.A.), Management
Sean Ziari Sean Ziari's NYLIFE Securities LLC Experience December 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company September 2014 - Present
Self Employed March 2005 - Present
MoneyBulldog March 2010 - August 2014
Skills
Personal Finance, Life Insurance, Retirement Planning, 401k Rollovers, annuity sale, Estate Planning, 401(k) Rollovers, Life Insurance..., Business Insurance..., Annuity Sales
Education
The University of Texas at San Antonio 1991 — 1993
Master of Science, Biochemistry
The University of Texas at Arlington 1988 — 1991
Bachelor of Science (BS), Biology/Biological Sciences, General
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company September 2014 - Present
Self Employed March 2005 - Present
MoneyBulldog March 2010 - August 2014
Skills
Personal Finance, Life Insurance, Retirement Planning, 401k Rollovers, annuity sale, Estate Planning, 401(k) Rollovers, Life Insurance..., Business Insurance..., Annuity Sales
Education
The University of Texas at San Antonio 1991 — 1993
Master of Science, Biochemistry
The University of Texas at Arlington 1988 — 1991
Bachelor of Science (BS), Biology/Biological Sciences, General
Eric Lardner Eric Lardner's NYLIFE Securities LLC Experience April 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC July 2014 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company April 2012 - Present
Estate and Trust Management 2010 - March 2012
Mark Lyon Group LLC 2009 - 2010
Drexel Development Company, LLC 2007 - 2008
Dexter & Company 2006 - 2007
United American 2005 - 2005
White Wing International 2000 - 2004
E-Talk.net 1999 - 1999
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
St. Marks's School of Texas
Thunderbird AGSIM
Master of International Management, Finance
Tulane University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Eagle Strategies, LLC July 2014 - Present
NYLIFE Securities LLC April 2012 - Present
New York Life Insurance Company April 2012 - Present
Estate and Trust Management 2010 - March 2012
Mark Lyon Group LLC 2009 - 2010
Drexel Development Company, LLC 2007 - 2008
Dexter & Company 2006 - 2007
United American 2005 - 2005
White Wing International 2000 - 2004
E-Talk.net 1999 - 1999
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
St. Marks's School of Texas
Thunderbird AGSIM
Master of International Management, Finance
Tulane University
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
David Hannon's NYLIFE Securities LLC Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company 2013 - Present
Skills
Small Business, Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Retirement, Finance, Life Insurance, Project Planning, Wealth Preservation..., Protection..., Licensed in Long Term..., Key Person Insurance, Grandchild Gifting, LGBT Planning, Supplements to Employee..., Buy-sell Agreements, Annuity Sales, Asset Protection, Lifetime Income..., Education Funding..., Financial Services, Investments, Term Life Insurance
Education
University of Alaska Anchorage 1999 — 2003
Bachelor of Arts (B.A.), Economics
East Anchorage High School 1993 — 1995
Singapore American School 1986 — 1993
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company 2013 - Present
Skills
Small Business, Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Retirement, Finance, Life Insurance, Project Planning, Wealth Preservation..., Protection..., Licensed in Long Term..., Key Person Insurance, Grandchild Gifting, LGBT Planning, Supplements to Employee..., Buy-sell Agreements, Annuity Sales, Asset Protection, Lifetime Income..., Education Funding..., Financial Services, Investments, Term Life Insurance
Education
University of Alaska Anchorage 1999 — 2003
Bachelor of Arts (B.A.), Economics
East Anchorage High School 1993 — 1995
Singapore American School 1986 — 1993
PJ Pfeifenberger LUTCF PJ Pfeifenberger LUTCF's NYLIFE Securities LLC Experience February 2003 - Present
Job Financial Services Professional helping businesses and families for over 12 years/ Life & Disability Insurance Guru
Industry Financial Services
Experience
NAIFA-Vermont July 2015 - Present
New York Life Insurance Company February 2003 - Present
NYLIFE Securities LLC February 2003 - Present
South Burlington Rotary Club July 2012 - June 2013
Club Metronome 1993 - 2006
Shearer Chevrolet 2000 - February 2003
Skills
Retirement Planning, Long Term Care, Insurance, Annuities, Customer Relations, Employee Benefits, Risk Management, Business Planning, Retirement, Disability Insurance, Securities, Succession Planning, Mutual Funds, Health Insurance, Life Insurance, Customer Service, Estate Planning, Ice Hockey, Snowboarding, Customer Support, Fixed Annuities, Strategic Financial..., Investments, Customer-focused, Determination to Succeed, IRAs, Sales, 401k, Finance, College Savings Plans, Term Life Insurance, Series 6, Financial Services, Variable Annuities, 401k Rollovers, Roth IRA, Whole Life, Key Person Protection, Collateral Assignment, Long-term Care, Long Term Care Insurance
Education
University of Vermont 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The American College 2003 — 2004
LUTCF Designation, Insurance
Woodstock Union High School 1989 — 1992
NAIFA-Vermont July 2015 - Present
New York Life Insurance Company February 2003 - Present
NYLIFE Securities LLC February 2003 - Present
South Burlington Rotary Club July 2012 - June 2013
Club Metronome 1993 - 2006
Shearer Chevrolet 2000 - February 2003
Skills
Retirement Planning, Long Term Care, Insurance, Annuities, Customer Relations, Employee Benefits, Risk Management, Business Planning, Retirement, Disability Insurance, Securities, Succession Planning, Mutual Funds, Health Insurance, Life Insurance, Customer Service, Estate Planning, Ice Hockey, Snowboarding, Customer Support, Fixed Annuities, Strategic Financial..., Investments, Customer-focused, Determination to Succeed, IRAs, Sales, 401k, Finance, College Savings Plans, Term Life Insurance, Series 6, Financial Services, Variable Annuities, 401k Rollovers, Roth IRA, Whole Life, Key Person Protection, Collateral Assignment, Long-term Care, Long Term Care Insurance
Education
University of Vermont 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The American College 2003 — 2004
LUTCF Designation, Insurance
Woodstock Union High School 1989 — 1992
Yachen Sun's NYLIFE Securities LLC Experience September 2014 - Present
Job 2nd Generation Financial Services Professional at NYLIFE Securities LLC.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company July 2014 - Present
Delta Sigma Pi January 2012 - May 2012
South Bay Distribution / Logistics February 2010 - September 2010
Transpacific Insurance June 2007 - September 2007
Skills
Retirement Planning, Life Insurance..., Financial Services, 401k Rollovers, IRA Rollovers, Grandchild Gifting, Annuity Sales, Insurance, Supplements to Employee..., Business Exit Strategy, Buy-sell Agreements, Risk Management, Investments, Lifetime Income..., Education Funding..., Key Person Insurance, Wealth Preservation..., Asset Protection, Legacy Planning, Multi-generational..., Licensed in Long Term..., Business Succession...
Education
University of California, San Diego - The Rady School of Management 2007 — 2014
B.A., Economics
American University of Rome 2012 — 2012
Economics
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company July 2014 - Present
Delta Sigma Pi January 2012 - May 2012
South Bay Distribution / Logistics February 2010 - September 2010
Transpacific Insurance June 2007 - September 2007
Skills
Retirement Planning, Life Insurance..., Financial Services, 401k Rollovers, IRA Rollovers, Grandchild Gifting, Annuity Sales, Insurance, Supplements to Employee..., Business Exit Strategy, Buy-sell Agreements, Risk Management, Investments, Lifetime Income..., Education Funding..., Key Person Insurance, Wealth Preservation..., Asset Protection, Legacy Planning, Multi-generational..., Licensed in Long Term..., Business Succession...
Education
University of California, San Diego - The Rady School of Management 2007 — 2014
B.A., Economics
American University of Rome 2012 — 2012
Economics
Anthony Arias's NYLIFE Securities LLC Experience April 2012 - April 2014
Job CEO/Founder at Sada Capital LLC.
Industry Investment Management
Experience
Sada Capital LLC. April 2014 - Present
NYLIFE Securities LLC April 2012 - April 2014
T3 Trading Group, LLC May 2011 - October 2011
Skills
Investments, Private Equity, Securities, Finance, Retirement, Strategic Financial..., Asset Allocation, Insurance, Wealth Management, Series 7, Series 63, Financial Services, Retirement Planning, Mutual Funds, Equities, Accounting, Analysis, Estate Planning, Fixed Income, Capital Markets, Asset Management, Fixed Annuities, Portfolio Management, Life Insurance, Alternative Investments, Wealth Accumulation, Financial Advisory, Investment Strategies, 401k Rollovers, Wealth Management..., Wealth, Investment Management, Pensions, Trading, Long Term Care Insurance, IRAs, Bonds, Financial Markets, Roth IRA, Long-term Care, Investment Advisory, ETFs, Risk Management, Financial Analysis, Technical Analysis, Economics, 401k, 529 Plans, Separately Managed..., College Savings Plans
Education
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Sada Capital LLC. April 2014 - Present
NYLIFE Securities LLC April 2012 - April 2014
T3 Trading Group, LLC May 2011 - October 2011
Skills
Investments, Private Equity, Securities, Finance, Retirement, Strategic Financial..., Asset Allocation, Insurance, Wealth Management, Series 7, Series 63, Financial Services, Retirement Planning, Mutual Funds, Equities, Accounting, Analysis, Estate Planning, Fixed Income, Capital Markets, Asset Management, Fixed Annuities, Portfolio Management, Life Insurance, Alternative Investments, Wealth Accumulation, Financial Advisory, Investment Strategies, 401k Rollovers, Wealth Management..., Wealth, Investment Management, Pensions, Trading, Long Term Care Insurance, IRAs, Bonds, Financial Markets, Roth IRA, Long-term Care, Investment Advisory, ETFs, Risk Management, Financial Analysis, Technical Analysis, Economics, 401k, 529 Plans, Separately Managed..., College Savings Plans
Education
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Gui Jubran's NYLIFE Securities LLC Experience March 2009 - Present
Job Hiring and Developing Entrepreneurial individuals for a Career in Financial Services.
Industry Financial Services
Experience
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC March 2009 - Present
Brea Soccer Association January 2009 - Present
Skills
Recruiting, Training, Coaching
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Science (BS), Mathematics
New York Life Insurance Company October 2013 - Present
NYLIFE Securities LLC March 2009 - Present
Brea Soccer Association January 2009 - Present
Skills
Recruiting, Training, Coaching
Education
University of California, Los Angeles 2005 — 2008
Bachelor of Science (BS), Mathematics
Jason Stockmaster's NYLIFE Securities LLC Experience December 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company February 2009 - Present
NYLIFE Securities LLC December 2009 - Present
Euclid Fish Company September 1994 - February 2009
Education
The American College 2011 — 2012
Mentor High School 1992 — 1995
General Studies
New York Life Insurance Company February 2009 - Present
NYLIFE Securities LLC December 2009 - Present
Euclid Fish Company September 1994 - February 2009
Education
The American College 2011 — 2012
Mentor High School 1992 — 1995
General Studies
William L. Woods, CLU, ChFC, CLTC, LUTCF William L. Woods, CLU, ChFC, CLTC, LUTCF's NYLIFE Securities LLC Experience May 1992 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company May 1992 - Present
NYLIFE Securities LLC May 1992 - Present
Skills
Life Insurance, Insurance, Retirement, Investments, Retirement Planning, 401k Rollovers, Annuity Sales, CLU, Licensed Life Insurance..., LUTCF, Protection/Planning/Fami..., Small Business, Financial Services, Securities, Project Management, 401-K Rollovers, Customer Service, Public Speaking
Education
The American College
LUTCF, Life Underwiter Training Council Fellowship
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
West Virginia University 1976 — 1980
Bachelor of Science (BS), Recreation Administration
Scott High School 1972 — 1976
New York Life Insurance Company May 1992 - Present
NYLIFE Securities LLC May 1992 - Present
Skills
Life Insurance, Insurance, Retirement, Investments, Retirement Planning, 401k Rollovers, Annuity Sales, CLU, Licensed Life Insurance..., LUTCF, Protection/Planning/Fami..., Small Business, Financial Services, Securities, Project Management, 401-K Rollovers, Customer Service, Public Speaking
Education
The American College
LUTCF, Life Underwiter Training Council Fellowship
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
West Virginia University 1976 — 1980
Bachelor of Science (BS), Recreation Administration
Scott High School 1972 — 1976
Benjamin Lercher's NYLIFE Securities LLC Experience November 2014 - March 2015
Job Associate Digital Investment at Mindshare
Industry Marketing and Advertising
Experience
Mindshare April 2015 - Present
NYLIFE Securities LLC November 2014 - March 2015
New York Life Insurance Company August 2014 - November 2014
Tulane Academic Success Center September 2013 - May 2014
Sterling National Bank May 2012 - August 2012
Dix Hills Park Golf Course May 2011 - August 2011
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science, Management; Finance and Legal Studies; Business
Elwood John H. Glenn High School 2007 — 2010
Advanced Regents Diploma with Honors
Mindshare April 2015 - Present
NYLIFE Securities LLC November 2014 - March 2015
New York Life Insurance Company August 2014 - November 2014
Tulane Academic Success Center September 2013 - May 2014
Sterling National Bank May 2012 - August 2012
Dix Hills Park Golf Course May 2011 - August 2011
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science, Management; Finance and Legal Studies; Business
Elwood John H. Glenn High School 2007 — 2010
Advanced Regents Diploma with Honors
Marsha Sanders's NYLIFE Securities LLC Experience April 2003 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2003 - Present
The Martin Group August 2001 - April 2003
Skills
Disability Insurance, Annuities, Long Term Care, Retirement Planning, Charitable Giving, Term Life Insurance, Estate Planning, Investments, Insurance, Asset Protection, Mutual Funds, Retirement, IRA's, Series 63, 401k, Insurance Planning, Series 6, Mortgage Protection, College Savings Plans, Fixed Income, Whole Life, Retirement Income..., Employee Benefits, Special Needs Planning, Financial Planners, Fixed Annuities, Long-term Care, Finance, IRAs, Wealth Accumulation, Long Term Care Insurance, Financial Services, Variable Annuities, Wealth Management, Financial Advisory, Strategic Financial..., Life Insurance, Buy-sell Agreements, Financial Planning, Mortgage Marketing, Charities, Special Education, Securities, Small Business
Education
California State University Long Beach
BA
The American College
Post Graduate, Financial Services
NYLIFE Securities LLC April 2003 - Present
The Martin Group August 2001 - April 2003
Skills
Disability Insurance, Annuities, Long Term Care, Retirement Planning, Charitable Giving, Term Life Insurance, Estate Planning, Investments, Insurance, Asset Protection, Mutual Funds, Retirement, IRA's, Series 63, 401k, Insurance Planning, Series 6, Mortgage Protection, College Savings Plans, Fixed Income, Whole Life, Retirement Income..., Employee Benefits, Special Needs Planning, Financial Planners, Fixed Annuities, Long-term Care, Finance, IRAs, Wealth Accumulation, Long Term Care Insurance, Financial Services, Variable Annuities, Wealth Management, Financial Advisory, Strategic Financial..., Life Insurance, Buy-sell Agreements, Financial Planning, Mortgage Marketing, Charities, Special Education, Securities, Small Business
Education
California State University Long Beach
BA
The American College
Post Graduate, Financial Services
Kamran Mamdani Kamran Mamdani's NYLIFE Securities LLC Experience 2015 - Present
Job at
Industry Financial Services
Experience
NYLIFE Securities LLC 2015 - Present
Fidelity Investments February 2013 - March 2015
AT&T July 2012 - February 2013
The CMI Group September 2011 - July 2012
RuffaloCODY September 2010 - July 2011
Skills
Financial Modeling, Risk Management, Credit, Portfolio Management, Account Management, Banking, Analysis, Marketing
Education
The University of Texas at Austin
NYLIFE Securities LLC 2015 - Present
Fidelity Investments February 2013 - March 2015
AT&T July 2012 - February 2013
The CMI Group September 2011 - July 2012
RuffaloCODY September 2010 - July 2011
Skills
Financial Modeling, Risk Management, Credit, Portfolio Management, Account Management, Banking, Analysis, Marketing
Education
The University of Texas at Austin
Brian Burger Brian Burger's NYLIFE Securities LLC Experience July 1999 - July 2002
Job Director of Development, New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2002 - Present
NYLIFE Securities LLC July 1999 - July 2002
New York Life Insurance Company July 1999 - July 2002
Skills
Sales Management, Agent Coaching, Agent Development, Training Facilitation, Life Insurance, Coaching
Education
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Fairfield High School 1989 — 1993
New York Life Insurance Company July 2002 - Present
NYLIFE Securities LLC July 1999 - July 2002
New York Life Insurance Company July 1999 - July 2002
Skills
Sales Management, Agent Coaching, Agent Development, Training Facilitation, Life Insurance, Coaching
Education
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Fairfield High School 1989 — 1993
Rebecca Kallies Rebecca Kallies's NYLIFE Securities LLC Experience January 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company August 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Texas Ski Ranch May 2001 - August 2012
Skills
Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Business Insurance..., Lifetime Income..., Buy-sell Agreements, Business Exit Strategy, Investments, IRA Rollovers, Licensed in Long-Term..., Education Funding..., IRAs, Public Speaking
Education
Texas Lutheran University
The University of Texas at San Antonio
New York Life Insurance Company August 2012 - Present
NYLIFE Securities LLC January 2013 - Present
Texas Ski Ranch May 2001 - August 2012
Skills
Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Business Insurance..., Lifetime Income..., Buy-sell Agreements, Business Exit Strategy, Investments, IRA Rollovers, Licensed in Long-Term..., Education Funding..., IRAs, Public Speaking
Education
Texas Lutheran University
The University of Texas at San Antonio
Joy Landicho, LUTCF, ChFC Joy Landicho, LUTCF, ChFC's NYLIFE Securities LLC Experience 2001 - Present
Job Registered Representative at NYLIFE Securities, LLC
Industry Financial Services
Experience
CJL Insurance and Financial Services 2012 - Present
NYLIFE Securities, LLC 2001 - Present
Skills
Retirement Planning, Life Insurance, Insurance, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., ChFC, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Life Insurance..., Key Person Protection, Legacy Planning, Lifetime Income..., LUTCF, Permanent Life Insurance, Personal Finance, Income Protection..., Risk Management, Small Business, Succession Planning, Supplement to Employee..., Wealth Preservation..., Wealth Transfer..., Licensed in Long Term..., Financial Services, Investments
Education
University of the Philippines 1979 — 1983
Bachelor of Science, A.Economics
The American College
ChFC, LUTCF
CJL Insurance and Financial Services 2012 - Present
NYLIFE Securities, LLC 2001 - Present
Skills
Retirement Planning, Life Insurance, Insurance, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Succession..., ChFC, Education Funding..., Estate Planning, Gifting Strategies, Grandchild Gifting, IRA Rollovers, Key Person Insurance, Life Insurance..., Key Person Protection, Legacy Planning, Lifetime Income..., LUTCF, Permanent Life Insurance, Personal Finance, Income Protection..., Risk Management, Small Business, Succession Planning, Supplement to Employee..., Wealth Preservation..., Wealth Transfer..., Licensed in Long Term..., Financial Services, Investments
Education
University of the Philippines 1979 — 1983
Bachelor of Science, A.Economics
The American College
ChFC, LUTCF
Chris Saras, LUTCF Chris Saras, LUTCF's NYLIFE Securities LLC Experience November 2007 - Present
Job Helping people get from Point A to Point B Financially.
Industry Financial Services
Experience
Eagle Strategies, LLC June 2014 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Training, Analysis, Investment Strategies, Retirement Income..., Insurance Planning, Annuities, Finance, Series 63, Mutual Funds, Securities, Retirement, Long Term Care
Education
The American College 2010 — 2011
Life Underwriter Training Coucil Fellow (LUTCF), Insurance & Investment Planning
University of Redlands 2005 — 2007
B.S., Business Administration
University of California, Davis 2002 — 2004
Eagle Strategies, LLC June 2014 - Present
New York Life Insurance Company November 2007 - Present
NYLIFE Securities LLC November 2007 - Present
Skills
Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Training, Analysis, Investment Strategies, Retirement Income..., Insurance Planning, Annuities, Finance, Series 63, Mutual Funds, Securities, Retirement, Long Term Care
Education
The American College 2010 — 2011
Life Underwriter Training Coucil Fellow (LUTCF), Insurance & Investment Planning
University of Redlands 2005 — 2007
B.S., Business Administration
University of California, Davis 2002 — 2004
Charles Ryan Muzzo's NYLIFE Securities LLC Experience January 2013 - Present
Job Dedicated Financial Services Professional and Advisor Coordinator
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Lockheed Martin Space Systems Company January 2012 - December 2012
Skills
Finance, Insurance, Budgets, Retirement, Financial Analysis, Accounting, Investments, Management, Financial Reporting, Entrepreneurship, Strategic Financial..., Retirement Planning, Life Insurance, Financial Planning, Business Development, Analysis, Forecasting, Variable Annuities, 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Microsoft Office, Public Speaking, Leadership, Team Building, Fixed Income, Charitable Giving, Legacy Planning, Risk Management, Financial Services, Mutual Funds
Education
University of Alabama in Huntsville 2010 — 2013
Bachelor's degree, Finance and Investments
Sparkman High School 2000 — 2004
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company January 2013 - Present
Lockheed Martin Space Systems Company January 2012 - December 2012
Skills
Finance, Insurance, Budgets, Retirement, Financial Analysis, Accounting, Investments, Management, Financial Reporting, Entrepreneurship, Strategic Financial..., Retirement Planning, Life Insurance, Financial Planning, Business Development, Analysis, Forecasting, Variable Annuities, 401k Rollovers, Asset Protection, Estate Planning, Wealth Preservation..., Microsoft Office, Public Speaking, Leadership, Team Building, Fixed Income, Charitable Giving, Legacy Planning, Risk Management, Financial Services, Mutual Funds
Education
University of Alabama in Huntsville 2010 — 2013
Bachelor's degree, Finance and Investments
Sparkman High School 2000 — 2004
Russell Atkinson Russell Atkinson's NYLIFE Securities LLC Experience 2002 - 2004
Job Managing Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company February 2011 - September 2012
NYLIFE Securities LLC 2002 - 2004
New York Life Insurance Company 2001 - 2004
Skills
Retirement Planning, Life Insurance, Insurance, Leadership, Retirement, Fixed Annuities, Estate Planning, Financial Services, Financial Planning, Investments
Education
The University of Georgia 1993 — 1998
Speech Communications, Communications
New York Life Insurance Company July 2013 - Present
New York Life Insurance Company February 2011 - September 2012
NYLIFE Securities LLC 2002 - 2004
New York Life Insurance Company 2001 - 2004
Skills
Retirement Planning, Life Insurance, Insurance, Leadership, Retirement, Fixed Annuities, Estate Planning, Financial Services, Financial Planning, Investments
Education
The University of Georgia 1993 — 1998
Speech Communications, Communications
Andrew Balmores Andrew Balmores's NYLIFE Securities LLC Experience May 2005 - January 2009
Job Manager, Financial Services at Prudential
Industry Financial Services
Experience
Prudential Advisors February 2015 - Present
Pacific Financial Group February 2015 - Present
New York Life Insurance Company January 2009 - December 2014
NYLIFE Securities LLC May 2005 - January 2009
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing Skills, Recruiting, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Securities, Sales, Retirement Planning, Retirement, Life Insurance, Leadership, Insurance, Fixed Annuities, Finance
Education
University of Hawaii at Manoa 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Prudential Advisors February 2015 - Present
Pacific Financial Group February 2015 - Present
New York Life Insurance Company January 2009 - December 2014
NYLIFE Securities LLC May 2005 - January 2009
Skills
College Recruiting, Financial Recruiting, Hands On Leader, Interviewing Skills, Recruiting, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Securities, Sales, Retirement Planning, Retirement, Life Insurance, Leadership, Insurance, Fixed Annuities, Finance
Education
University of Hawaii at Manoa 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Tony DeLeon CFP®, ChFC®,MSFS Tony DeLeon CFP®, ChFC®,MSFS's NYLIFE Securities LLC Experience January 1983 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC January 2000 - Present
NYLIFE Securities LLC January 1983 - Present
New York Life Insurance Company February 1974 - Present
Service in Military 1971 - 1973
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation...
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.)
Eagle Strategies LLC January 2000 - Present
NYLIFE Securities LLC January 1983 - Present
New York Life Insurance Company February 1974 - Present
Service in Military 1971 - 1973
Skills
401(k) Rollovers, Annuity Sales, CLU, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation...
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.)
Geoffrey Huse Geoffrey Huse's NYLIFE Securities LLC Experience November 2012 - Present
Job Dedicated Financial Services Professional helping businessowners and families develop a sound financial strategy.
Industry Financial Services
Experience
NYLIFE Securities LLC November 2012 - Present
New York Life Insurance Company June 2012 - Present
Pfizer 2008 - 2010
Pfizer 2003 - 2008
Pfizer 2001 - 2003
GlaxoSmithKline 1998 - 2001
Energetics 1993 - 1995
Versar 1988 - 1993
Skills
Change Control, Insurance, Key Person Protection, Protection..., Analysis, Finance, 401k Rollovers, Annuity Sales, Gifting Strategies, Licensed Life Insurance..., Wealth Preservation..., Legacies, Multi-generational..., Multi-generational..., Project Management
Education
The George Washington University 1981 — 1985
M.F.S., Forensic Toxicology
The George Washington University 1976 — 1981
B.S., Chemistry
Pittsford Sutherland HS 1973 — 1976
NYLIFE Securities LLC November 2012 - Present
New York Life Insurance Company June 2012 - Present
Pfizer 2008 - 2010
Pfizer 2003 - 2008
Pfizer 2001 - 2003
GlaxoSmithKline 1998 - 2001
Energetics 1993 - 1995
Versar 1988 - 1993
Skills
Change Control, Insurance, Key Person Protection, Protection..., Analysis, Finance, 401k Rollovers, Annuity Sales, Gifting Strategies, Licensed Life Insurance..., Wealth Preservation..., Legacies, Multi-generational..., Multi-generational..., Project Management
Education
The George Washington University 1981 — 1985
M.F.S., Forensic Toxicology
The George Washington University 1976 — 1981
B.S., Chemistry
Pittsford Sutherland HS 1973 — 1976
Kevin Bettencourt Kevin Bettencourt's NYLIFE Securities LLC Experience September 2013 - Present
Job Passionate Financial Services Professional helping families develop sound financial strategies in the Northshore area
Industry Financial Services
Experience
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Pets Choice June 2009 - August 2013
Skills
Retirement Planning, Insurance, Investments, 401k Rollovers, Licensed Life Insurance..., Life Insurance, Asset Protection, Personal Finance, Financial Services, Relationship Building, Education Funding, Multi-generational..., Legacies, Annuity Sales, Licesnsed in Long Term..., Networking, Protection Planning
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Finance, General
Peabody Veterans Memorial Highschool 2005 — 2009
NYLIFE Securities LLC September 2013 - Present
New York Life Insurance Company July 2013 - Present
Pets Choice June 2009 - August 2013
Skills
Retirement Planning, Insurance, Investments, 401k Rollovers, Licensed Life Insurance..., Life Insurance, Asset Protection, Personal Finance, Financial Services, Relationship Building, Education Funding, Multi-generational..., Legacies, Annuity Sales, Licesnsed in Long Term..., Networking, Protection Planning
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Finance, General
Peabody Veterans Memorial Highschool 2005 — 2009
John (Dave) Embaugh John (Dave) Embaugh's NYLIFE Securities LLC Experience March 2013 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Aetna July 2007 - March 2013
Skills
Insurance, Long-term Care, Disability Insurance, Medicare, Health Insurance, Brokers, Direct Sales, Managed Care, Life Insurance, Sales Management, 401k, Mutual Funds, Fixed Annuities, Term Life Insurance, Commercial Insurance, Variable Products, Whole Life, Risk Management, Retirement Planning, Critical Illness, Employee Benefits, Provider Education, Sales, Health Savings Accounts, Operations Management, Management, Underwriting, HMO, Benefits Administration, Medicare Part D, Marketing, Retirement, Leadership, HIPAA, Health Care Reform, Team Building, Dentistry, Workers Compensation, Provider Relations, Strategic Planning, Customer Service, Analysis
Education
The Ohio State University 1981 — 1986
Bachelor of Science (B.S.), Business Administration, Marketing
University of London 1983 — 1983
Fellowship, Multinational Business Organizations/International Marketing
Worthington Christian High School
Worthington Christian High School
Worthington Christian High School
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company March 2013 - Present
Aetna July 2007 - March 2013
Skills
Insurance, Long-term Care, Disability Insurance, Medicare, Health Insurance, Brokers, Direct Sales, Managed Care, Life Insurance, Sales Management, 401k, Mutual Funds, Fixed Annuities, Term Life Insurance, Commercial Insurance, Variable Products, Whole Life, Risk Management, Retirement Planning, Critical Illness, Employee Benefits, Provider Education, Sales, Health Savings Accounts, Operations Management, Management, Underwriting, HMO, Benefits Administration, Medicare Part D, Marketing, Retirement, Leadership, HIPAA, Health Care Reform, Team Building, Dentistry, Workers Compensation, Provider Relations, Strategic Planning, Customer Service, Analysis
Education
The Ohio State University 1981 — 1986
Bachelor of Science (B.S.), Business Administration, Marketing
University of London 1983 — 1983
Fellowship, Multinational Business Organizations/International Marketing
Worthington Christian High School
Worthington Christian High School
Worthington Christian High School
Gene (Seungjin) Seok Gene (Seungjin) Seok's NYLIFE Securities LLC Experience June 2012 - Present
Job Financial Services Representative of NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2012 - Present
Atoz CCTV 2010 - June 2012
Chance-i USA Corp November 2005 - February 2010
Skills
Insurance, Accounting, 401k Rollovers, Annuity Sales, Key Person Protection, Legacies, Retirement Planning, Investments, Small Business, Gifting Strategies, Retirement, Fixed Annuities, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
Master, Business Administration
NYLIFE Securities LLC June 2012 - Present
Atoz CCTV 2010 - June 2012
Chance-i USA Corp November 2005 - February 2010
Skills
Insurance, Accounting, 401k Rollovers, Annuity Sales, Key Person Protection, Legacies, Retirement Planning, Investments, Small Business, Gifting Strategies, Retirement, Fixed Annuities, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
Master, Business Administration
Ryan Southwick Ryan Southwick's NYLIFE Securities LLC Experience August 2014 - Present
Job Dedicated Financial Services Professional helping families and businesses
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Submit Digital September 2011 - January 2014
Cydcor July 2006 - March 2012
Halsys IT Solutions January 2006 - July 2006
Skills
Business Development, Strategy, Marketing, Account Management, Sales, CRM, Life Insurance, Leadership, Personal Finance, Risk Management, Retirement Planning, Social Media, Team Building, Customer Service, Advertising, Management
Education
University of California, Berkeley 2000 — 2004
BS, Environmental Science
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Submit Digital September 2011 - January 2014
Cydcor July 2006 - March 2012
Halsys IT Solutions January 2006 - July 2006
Skills
Business Development, Strategy, Marketing, Account Management, Sales, CRM, Life Insurance, Leadership, Personal Finance, Risk Management, Retirement Planning, Social Media, Team Building, Customer Service, Advertising, Management
Education
University of California, Berkeley 2000 — 2004
BS, Environmental Science
Jeff Russolino's NYLIFE Securities LLC Experience September 1990 - Present
Job Helping to build and protect wealth for individuals in the Greater New Orleans area for more than 20 years
Industry Financial Services
Experience
New York Life Insurance Company September 1990 - Present
NYLIFE Securities LLC September 1990 - Present
Eagle Strategies, LLC January 2012 - Present
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, IRA Rollovers, Wealth Preservation..., Retirement Income...
Education
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Providence College
Bachelor of Arts (B.A.)
New York Life Insurance Company September 1990 - Present
NYLIFE Securities LLC September 1990 - Present
Eagle Strategies, LLC January 2012 - Present
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, IRA Rollovers, Wealth Preservation..., Retirement Income...
Education
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Providence College
Bachelor of Arts (B.A.)
Richard Boyd's NYLIFE Securities LLC Experience July 2014 - Present
Job Dedicated Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
U.S. Bank May 2013 - April 2014
George K. Baum & Company May 2012 - June 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Customer Relations, Financial Services, Insurance, Investments, Licensed Life Insurance..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement Planning, Risk Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Economics
NYLIFE Securities LLC July 2014 - Present
New York Life Insurance Company April 2014 - Present
U.S. Bank May 2013 - April 2014
George K. Baum & Company May 2012 - June 2012
Skills
401k Rollovers, Account Management, Annuity Sales, Customer Relations, Financial Services, Insurance, Investments, Licensed Life Insurance..., Networking, Permanent Life Insurance, Personal Finance, Problem Solving, Relationship Management, Retirement Planning, Risk Management, Sales, Small Business, Supplements to Employee..., Term Life Insurance, Wealth Preservation..., Wealth Transfer...
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Economics
Steve Findley's NYLIFE Securities LLC Experience 2012 - Present
Job Dedicated Financial Services Professional helping protect families and plan their financial future
Industry Financial Services
Experience
NYLIFE Securities LLC 2012 - Present
New York Life Insurance Company 2012 - Present
Education
University of Illinois at Urbana-Champaign
BA, Speech Communication
NYLIFE Securities LLC 2012 - Present
New York Life Insurance Company 2012 - Present
Education
University of Illinois at Urbana-Champaign
BA, Speech Communication
Michael Cardwell Michael Cardwell's NYLIFE Securities LLC Experience December 1997 - Present
Job President / Financial Advisor* at Cardwell Financial Group LLC
Industry Financial Services
Experience
Eagle Strategies, LLC June 2006 - Present
NYLIFE Securities LLC December 1997 - Present
New York Life Insurance Company April 1997 - Present
Cardwell Financial Group LLC April 1997 - Present
Competitive Edge Athletics, Inc May 2011 - Present
CBR Estate Investments June 2000 - Present
Education
University of Dayton 1978 — 1982
BS, Business
Carroll High School 1974 — 1978
Eagle Strategies, LLC June 2006 - Present
NYLIFE Securities LLC December 1997 - Present
New York Life Insurance Company April 1997 - Present
Cardwell Financial Group LLC April 1997 - Present
Competitive Edge Athletics, Inc May 2011 - Present
CBR Estate Investments June 2000 - Present
Education
University of Dayton 1978 — 1982
BS, Business
Carroll High School 1974 — 1978
Jerry Knoop's NYLIFE Securities LLC Experience 2011 - 2013
Job Regional President, Accelerent Indianapolis
Industry Marketing and Advertising
Experience
Exodus Refugee Immigration 2012 - 2013
Interchurch Food Pantry of Johnson County 2012 - 2013
NYLIFE Securities LLC 2011 - 2013
New York Life Insurance Company 2011 - 2013
American Water 2008 - 2011
Auto Outfitters July 2004 - January 2008
CIGMA (Vectren/Citizens Energy) December 1996 - October 2003
Citizens Energy Group March 1987 - December 1996
Skills
Strategic Financial..., Insurance, General Insurance, Strategic Planning, Employee Benefits, Investments, Leadership, Financial Analysis, Whole Life, Management, Process Improvement, Securities, Term Life Insurance, Risk Management, Business Development
Education
University of Indianapolis
MBA
University of Indianapolis
BA, AS, Business Management, Computer Science
Exodus Refugee Immigration 2012 - 2013
Interchurch Food Pantry of Johnson County 2012 - 2013
NYLIFE Securities LLC 2011 - 2013
New York Life Insurance Company 2011 - 2013
American Water 2008 - 2011
Auto Outfitters July 2004 - January 2008
CIGMA (Vectren/Citizens Energy) December 1996 - October 2003
Citizens Energy Group March 1987 - December 1996
Skills
Strategic Financial..., Insurance, General Insurance, Strategic Planning, Employee Benefits, Investments, Leadership, Financial Analysis, Whole Life, Management, Process Improvement, Securities, Term Life Insurance, Risk Management, Business Development
Education
University of Indianapolis
MBA
University of Indianapolis
BA, AS, Business Management, Computer Science
Scott Gloor Scott Gloor's NYLIFE Securities LLC Experience December 2012 - Present
Job Financial Services Professional at NYLIFE Securities
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company November 2012 - Present
Skills
401 (K) Rollovers, Annuity Sales, Investments, Licensed Life Insurance..., Retirement Planning, Small Business
Education
UMass Boston 1998 — 2002
Master of Science (MS), Human Services Administration
SUNY Albany 1988 — 1993
Bachelor of Arts (B.A.), Psychology
NYLIFE Securities LLC December 2012 - Present
New York Life Insurance Company November 2012 - Present
Skills
401 (K) Rollovers, Annuity Sales, Investments, Licensed Life Insurance..., Retirement Planning, Small Business
Education
UMass Boston 1998 — 2002
Master of Science (MS), Human Services Administration
SUNY Albany 1988 — 1993
Bachelor of Arts (B.A.), Psychology
Julius Peterson Julius Peterson's NYLIFE Securities LLC Experience September 2015 - Present
Job Agent with New York Life offering many services and products including personal planning and life insurance strategies
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company August 2014 - Present
American Campus Communities May 2011 - May 2013
Cambridge Management Services, Inc. May 2010 - August 2010
Skills
Marketing, Sales, Business Succession..., Retirement Planning, Estate Planning, Key Person Insurance
Education
University at Buffalo 2009 — 2014
Bachelor of Science (BS), Psychology
Rush Henrietta
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company August 2014 - Present
American Campus Communities May 2011 - May 2013
Cambridge Management Services, Inc. May 2010 - August 2010
Skills
Marketing, Sales, Business Succession..., Retirement Planning, Estate Planning, Key Person Insurance
Education
University at Buffalo 2009 — 2014
Bachelor of Science (BS), Psychology
Rush Henrietta
Jacob Luithle Jacob Luithle's NYLIFE Securities LLC Experience September 2014 - August 2015
Job Senior Life Product Specialist
Industry Insurance
Experience
Prudential Financial September 2015 - Present
NYLIFE Securities LLC September 2014 - August 2015
New York Life Insurance Company February 2014 - August 2015
Buffalo Wild Wings May 2008 - March 2014
Hillsboro High School August 2011 - November 2011
Hillsboro Medical Center June 2005 - May 2007
Skills
Insurance, Life Insurance, Retirement Planning, Life Insurance..., Lifetime Income..., Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Leadership, Risk Management, Grandchild Gifting, Education Funding..., Protection..., Social Media, Management, Public Speaking, Financial Services, Customer Service, Team Building
Education
The University of North Dakota 2007 — 2013
Bachelor of Science (B.S.), Mathematics
Hillsboro High School 2003 — 2007
Prudential Financial September 2015 - Present
NYLIFE Securities LLC September 2014 - August 2015
New York Life Insurance Company February 2014 - August 2015
Buffalo Wild Wings May 2008 - March 2014
Hillsboro High School August 2011 - November 2011
Hillsboro Medical Center June 2005 - May 2007
Skills
Insurance, Life Insurance, Retirement Planning, Life Insurance..., Lifetime Income..., Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Leadership, Risk Management, Grandchild Gifting, Education Funding..., Protection..., Social Media, Management, Public Speaking, Financial Services, Customer Service, Team Building
Education
The University of North Dakota 2007 — 2013
Bachelor of Science (B.S.), Mathematics
Hillsboro High School 2003 — 2007
Lay Vongphakdy's NYLIFE Securities LLC Experience January 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
AAA Texas February 2011 - September 2013
The Woodmont Company June 2008 - April 2009
Texas Water Development Board June 2007 - June 2008
Skills
Retirement Planning, Small Business, Estate Planning, Lifetime Income..., Licensed Life Insurance..., Building Relationships, IRA Rollovers, Wealth Preservation..., Asset Protection, Education Funding..., Business Exit Strategy, 401k Rollovers, Multi-generational..., Gifting Strategies, Legacy Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Voluntary Employee...
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts
Haltom High School
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
AAA Texas February 2011 - September 2013
The Woodmont Company June 2008 - April 2009
Texas Water Development Board June 2007 - June 2008
Skills
Retirement Planning, Small Business, Estate Planning, Lifetime Income..., Licensed Life Insurance..., Building Relationships, IRA Rollovers, Wealth Preservation..., Asset Protection, Education Funding..., Business Exit Strategy, 401k Rollovers, Multi-generational..., Gifting Strategies, Legacy Planning, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Voluntary Employee...
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts
Haltom High School
Mayur J. Panchal's NYLIFE Securities LLC Experience August 1984 - Present
Job Dedicated Financial Services Professional helping families for 32 years
Industry Financial Services
Experience
NYLIFE Securities LLC August 1984 - Present
Skills
Insurance, Life Insurance, Project Management, Retirement, Retirement Planning, Sales
Education
The Maharaja Sayajirao University of Baroda 1979 — 1982
Bachelor's Degree, Commerece / Accounting
NYLIFE Securities LLC August 1984 - Present
Skills
Insurance, Life Insurance, Project Management, Retirement, Retirement Planning, Sales
Education
The Maharaja Sayajirao University of Baroda 1979 — 1982
Bachelor's Degree, Commerece / Accounting
Weezie (Mary Louise) Harwood, LUTCF, CLTC Weezie (Mary Louise) Harwood, LUTCF, CLTC's NYLIFE Securities LLC Experience 2004 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC 2004 - Present
New York Life Insurance Company 2003 - Present
IKON Office Solutions 1980 - 1998
Skills
Fixed Annuities, Long-term Care, Estate Planning, Retirement, Retirement Planning, Long Term Care Insurance, Disability Insurance, Financial Advisory, Financial Planners, Insurance, Securities, Life Insurance, Wealth Management, Finance, IRAs, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Series 6, Roth IRA, 401k, College Savings Plans, Small Business
Education
University of Colorado at Boulder
BA
NYLIFE Securities LLC 2004 - Present
New York Life Insurance Company 2003 - Present
IKON Office Solutions 1980 - 1998
Skills
Fixed Annuities, Long-term Care, Estate Planning, Retirement, Retirement Planning, Long Term Care Insurance, Disability Insurance, Financial Advisory, Financial Planners, Insurance, Securities, Life Insurance, Wealth Management, Finance, IRAs, Term Life Insurance, Wealth Accumulation, 401k Rollovers, Series 6, Roth IRA, 401k, College Savings Plans, Small Business
Education
University of Colorado at Boulder
BA
Rob Salisbury Rob Salisbury's NYLIFE Securities LLC Experience January 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
NYLIFE Securities LLC January 2011 - Present
Skills
Asset Management, Annuity Sales, Customer Relations, Investments, IRAs, Life Insurance, Retirement Planning, 401k Rollovers
Education
University of Iowa 2006 — 2010
BA, Finance
New York Life Insurance Company October 2010 - Present
NYLIFE Securities LLC January 2011 - Present
Skills
Asset Management, Annuity Sales, Customer Relations, Investments, IRAs, Life Insurance, Retirement Planning, 401k Rollovers
Education
University of Iowa 2006 — 2010
BA, Finance
Joshua Zweig Joshua Zweig's NYLIFE Securities LLC Experience August 2012 - January 2014
Job Account Executive at Gamma Communications
Industry Financial Services
Experience
Gamma Communications August 2014 - Present
Equinox February 2014 - November 2014
NYLIFE Securities LLC August 2012 - January 2014
New York Life Insurance Company July 2010 - January 2014
Susan Blond, Inc. September 2009 - April 2010
Acme Safe Co. January 2009 - May 2009
Skills
Financial Planners, Retirement Planning, Life Insurance, IRAs, Roth IRA, Annuity Sales, Long Term Care Insurance, Lead Generation, Business Development, Email Marketing, Nonprofits, Estate Planning, Fixed Annuities, Retirement, Securities, Insurance, Facebook, Financial Services, Social Media, Sales, Financial Planning, Finance, Marketing
Education
Ramaz
TABC
University at Albany, SUNY
Bachelor's, Communication and Business Management
Gamma Communications August 2014 - Present
Equinox February 2014 - November 2014
NYLIFE Securities LLC August 2012 - January 2014
New York Life Insurance Company July 2010 - January 2014
Susan Blond, Inc. September 2009 - April 2010
Acme Safe Co. January 2009 - May 2009
Skills
Financial Planners, Retirement Planning, Life Insurance, IRAs, Roth IRA, Annuity Sales, Long Term Care Insurance, Lead Generation, Business Development, Email Marketing, Nonprofits, Estate Planning, Fixed Annuities, Retirement, Securities, Insurance, Facebook, Financial Services, Social Media, Sales, Financial Planning, Finance, Marketing
Education
Ramaz
TABC
University at Albany, SUNY
Bachelor's, Communication and Business Management
Josh Dichkewich's NYLIFE Securities LLC Experience May 2013 - Present
Job Financial Service Rep Protecting Your Family, Your Retirement, and Your Future with New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company June 2012 - Present
Hanley Center September 2010 - July 2012
Skills
Retirement Planning, Licensed Life Insurance..., Wealth Protection, Licensed in Long Term..., Financial Servies, Wealth Distribution, IRA Rollovers, 401k Rollovers, Annuity Sales, Business Exit Strategy, Account Management, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Risk Management, Charitable Gift Planning, Supplements to Employee..., Protection..., Creative Problem Solving, Wealth Preservation..., Customer Relations, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Gifting Strategies, Insurance, Investments, Key Person Insurance, Lead Generation, Leadership, Legacy Planning, Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Term Life Insurance, Personal Finance, Customer Insight, Public Speaking, Seminar Marketing, Small Business, Thought Leadership, Time Management, Writing, Sales
Education
University of Central Florida 2004 — 2009
Bachelor of Science, Psychology
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company June 2012 - Present
Hanley Center September 2010 - July 2012
Skills
Retirement Planning, Licensed Life Insurance..., Wealth Protection, Licensed in Long Term..., Financial Servies, Wealth Distribution, IRA Rollovers, 401k Rollovers, Annuity Sales, Business Exit Strategy, Account Management, Asset Protection, Building Relationships, Business Insurance..., Business Networking, Business Succession..., Buy-sell Agreements, Risk Management, Charitable Gift Planning, Supplements to Employee..., Protection..., Creative Problem Solving, Wealth Preservation..., Customer Relations, Customer Retention, Customer Satisfaction, Direct Sales, Education Funding..., Estate Planning, Gifting Strategies, Insurance, Investments, Key Person Insurance, Lead Generation, Leadership, Legacy Planning, Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Term Life Insurance, Personal Finance, Customer Insight, Public Speaking, Seminar Marketing, Small Business, Thought Leadership, Time Management, Writing, Sales
Education
University of Central Florida 2004 — 2009
Bachelor of Science, Psychology
Andrew Marston Andrew Marston'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
Relocation.com 2005 - 2010
Village Voice Media 2002 - 2005
Skills
Public Speaking, Business Planning, Budgeting, Insurance, Fixed Annuities, Variable Annuities, Term Life Insurance, Mutual Funds, College Funding..., Retirement Planning, Estate Planning, Permanent Life Insurance, Whole Life, Investment Strategies, Alternative Investments
Education
University of Greenwich
Bachelor of Arts (BA) with Honors, Business Management and Accounting
NYLIFE Securities LLC April 2010 - Present
Relocation.com 2005 - 2010
Village Voice Media 2002 - 2005
Skills
Public Speaking, Business Planning, Budgeting, Insurance, Fixed Annuities, Variable Annuities, Term Life Insurance, Mutual Funds, College Funding..., Retirement Planning, Estate Planning, Permanent Life Insurance, Whole Life, Investment Strategies, Alternative Investments
Education
University of Greenwich
Bachelor of Arts (BA) with Honors, Business Management and Accounting
Tamara Burke Tamara Burke's NYLIFE Securities LLC Experience April 2005 - Present
Job Dedicated to helping families and business owners develop sound financial strategies.
Industry Financial Services
Experience
Financial Benefits, Inc. April 2005 - Present
Eagle Strategies, LLC April 2005 - Present
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
Financial Benefits Inc. September 1996 - April 2005
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, 401k Rollovers, Asset Protection, Small Business, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Wealth Preservation..., Employee Benefits, IRAs, Mutual Funds
Education
Montana Wilderness Bible College
The American College
ChFC
Financial Benefits, Inc. April 2005 - Present
Eagle Strategies, LLC April 2005 - Present
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
Financial Benefits Inc. September 1996 - April 2005
Skills
Estate Planning, Insurance, Retirement Planning, Life Insurance, 401k Rollovers, Asset Protection, Small Business, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Wealth Preservation..., Employee Benefits, IRAs, Mutual Funds
Education
Montana Wilderness Bible College
The American College
ChFC
Keith Rainey Keith Rainey's NYLIFE Securities LLC Experience May 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2014 - Present
Superior Manufacturing Group November 2013 - April 2014
Superior Manufacturing Group August 1996 - November 2013
Sunbeam Oster Corporation December 1993 - December 1996
Peavy Electronics December 1990 - December 1993
Murray Envelope December 1988 - December 1990
Scott Paper Company December 1986 - December 1988
Skills
Licensed to Sell..., Whole Life Insurance, 401k Rollovers, Income Protection, Investments, ISO, Continuous Improvement, Root Cause Analysis, Lean Manufacturing, Kaizen, SPC, Design of Experiments, Manufacturing, Quality Assurance, Cross-functional Team..., Quality Management, Process Engineering, Product Development, Process Improvement, Plastics, Manufacturing Operations, Manufacturing..., Engineering, ISO 14001, Iso 9000, Quality System, Project Management, Quality Control, R&D, Microsoft Excel, Microsoft Office, Internal Audit, Kanban, Poka Yoke, Customer Service, 5S, Microsoft Word, Mac, Analytics, Compliance, Drawing, Environmental Awareness, Economics, Internal Communications, Layout, OS X, PowerPoint, Mechanical Drawings, AutoCAD, Variable Annuities
Education
University of Southern Mississippi 1982 — 1986
BSBA, Business & Economics
Jones County Junior College 1980 — 1982
Associates, Electronics Technology
Oak Grove
Oak Grove
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC May 2014 - Present
Superior Manufacturing Group November 2013 - April 2014
Superior Manufacturing Group August 1996 - November 2013
Sunbeam Oster Corporation December 1993 - December 1996
Peavy Electronics December 1990 - December 1993
Murray Envelope December 1988 - December 1990
Scott Paper Company December 1986 - December 1988
Skills
Licensed to Sell..., Whole Life Insurance, 401k Rollovers, Income Protection, Investments, ISO, Continuous Improvement, Root Cause Analysis, Lean Manufacturing, Kaizen, SPC, Design of Experiments, Manufacturing, Quality Assurance, Cross-functional Team..., Quality Management, Process Engineering, Product Development, Process Improvement, Plastics, Manufacturing Operations, Manufacturing..., Engineering, ISO 14001, Iso 9000, Quality System, Project Management, Quality Control, R&D, Microsoft Excel, Microsoft Office, Internal Audit, Kanban, Poka Yoke, Customer Service, 5S, Microsoft Word, Mac, Analytics, Compliance, Drawing, Environmental Awareness, Economics, Internal Communications, Layout, OS X, PowerPoint, Mechanical Drawings, AutoCAD, Variable Annuities
Education
University of Southern Mississippi 1982 — 1986
BSBA, Business & Economics
Jones County Junior College 1980 — 1982
Associates, Electronics Technology
Oak Grove
Oak Grove
Ron Ansell Ron Ansell's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional helping individuals and business owners create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Skills
Investments, Licensed Life and..., Retirement Planning, 401k Rollovers, Licensed in Long Term..., Asset Protection, Financial Services, Employee Benefits
Education
University of Mary Hardin-Baylor
Bachelor, Accounting
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Skills
Investments, Licensed Life and..., Retirement Planning, 401k Rollovers, Licensed in Long Term..., Asset Protection, Financial Services, Employee Benefits
Education
University of Mary Hardin-Baylor
Bachelor, Accounting
Doug Roper Doug Roper'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
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
Anthony Martino's NYLIFE Securities LLC Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2015 - Present
Aranco Productions October 2013 - May 2014
Skills
401k Rollovers, Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Succession Planning, Employee Benefits, Financial Services, Investments, Gifting Strategies, Business Planning
Education
The London School of Economics and Political Science (LSE) 2013 — 2013
Financial Analysis
Washington College 2009 — 2013
Bachelor of Business Administration (BBA), Business Management
The Haverford School
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2015 - Present
Aranco Productions October 2013 - May 2014
Skills
401k Rollovers, Life Insurance, Personal Finance, Retirement Income..., Retirement Planning, Succession Planning, Employee Benefits, Financial Services, Investments, Gifting Strategies, Business Planning
Education
The London School of Economics and Political Science (LSE) 2013 — 2013
Financial Analysis
Washington College 2009 — 2013
Bachelor of Business Administration (BBA), Business Management
The Haverford School
Ari Wiener Ari Wiener's NYLIFE Securities LLC Experience January 2013 - November 2014
Job Relationship Banker at Capital One
Industry Entertainment
Experience
Capital One December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
NYLIFE Securities LLC January 2013 - November 2014
LivingSocial July 2012 - November 2012
Aflac January 2012 - July 2012
Clark Construction June 2010 - August 2010
Clark Construction June 2008 - August 2008
Clark Construction June 2007 - August 2007
Skills
401k Rollovers, Annuity Sales, Licensed Life Insurance..., Insurance, Protection..., Retirement Planning, Retirement, Small Business, Succession Planning, Wealth Preservation..., Key Person Protection, Life Insurance, Marketing Strategy, Financial Services, Finance, Management, Lead Generation, Fixed Annuities, Strategic Partnerships, Strategy, Customer Service
Education
University of Maryland College Park 2008 — 2012
BA, Economics
Capital One December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
NYLIFE Securities LLC January 2013 - November 2014
LivingSocial July 2012 - November 2012
Aflac January 2012 - July 2012
Clark Construction June 2010 - August 2010
Clark Construction June 2008 - August 2008
Clark Construction June 2007 - August 2007
Skills
401k Rollovers, Annuity Sales, Licensed Life Insurance..., Insurance, Protection..., Retirement Planning, Retirement, Small Business, Succession Planning, Wealth Preservation..., Key Person Protection, Life Insurance, Marketing Strategy, Financial Services, Finance, Management, Lead Generation, Fixed Annuities, Strategic Partnerships, Strategy, Customer Service
Education
University of Maryland College Park 2008 — 2012
BA, Economics
Michelle Keeley Michelle Keeley's NYLIFE Securities LLC Experience May 2014 - Present
Job Experienced Financial Services Specialist helping clients with investment strategies, life insurance, & long term care.
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Griffin-Owens & Associates February 2000 - April 2014
American Express February 1999 - February 2000
Merrill Lynch February 1993 - February 1999
Skills
Retirement Planning, Life Insurance..., Education Funding..., Lifetime Income..., Wealth Transfer..., Personal Finance, Supplements to Employee..., Retirement, Insurance, Financial Services, Leadership, Small Business, Securities, Management, Marketing, Team Building, Strategic Planning, Social Networking, Public Speaking
Education
The American College 2004 — 2008
ChFC & CASL
Speaker Salon
Speaker Salon
The American College
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Griffin-Owens & Associates February 2000 - April 2014
American Express February 1999 - February 2000
Merrill Lynch February 1993 - February 1999
Skills
Retirement Planning, Life Insurance..., Education Funding..., Lifetime Income..., Wealth Transfer..., Personal Finance, Supplements to Employee..., Retirement, Insurance, Financial Services, Leadership, Small Business, Securities, Management, Marketing, Team Building, Strategic Planning, Social Networking, Public Speaking
Education
The American College 2004 — 2008
ChFC & CASL
Speaker Salon
Speaker Salon
The American College
Doug Dyer Doug Dyer's NYLIFE Securities LLC Experience 1996 - 2002
Job Senior Advisor at Money Matters with Ken Moraif
Industry Financial Services
Experience
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies LLC 2002 - 2009
NYLIFE Securities LLC 1996 - 2002
Southern Manufacturing and Sales 1984 - 1996
Education
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Money Matters with Ken Moraif 2009 - Present
Eagle Strategies LLC 2002 - 2009
NYLIFE Securities LLC 1996 - 2002
Southern Manufacturing and Sales 1984 - 1996
Education
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Jona Siko Jona Siko's NYLIFE Securities LLC Experience March 2013 - December 2014
Job Chase Private Client Banker
Industry Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
Chase December 2014 - Present
NYLIFE Securities LLC March 2013 - December 2014
New York Life Insurance Company June 2012 - December 2014
New England Financial November 2011 - May 2012
Skills
Insurance, Finance, Financial Services, Microsoft Excel, Customer Service, Securities, Investments, Retirement Planning, Sales, Microsoft Office, PowerPoint, Public Speaking, Teamwork, 401k Rollovers, Microsoft Word, Small Business, Annuity Sales, Key Person Protection, Legacies, Gifting Strategies, Succession Planning, licensed in Long-Term...
Education
University of Illinois at Chicago 2007 — 2011
BS, Economics
Elmwood Park High School 2003 — 2007
JPMorgan Chase & Co. July 2015 - Present
Chase December 2014 - Present
NYLIFE Securities LLC March 2013 - December 2014
New York Life Insurance Company June 2012 - December 2014
New England Financial November 2011 - May 2012
Skills
Insurance, Finance, Financial Services, Microsoft Excel, Customer Service, Securities, Investments, Retirement Planning, Sales, Microsoft Office, PowerPoint, Public Speaking, Teamwork, 401k Rollovers, Microsoft Word, Small Business, Annuity Sales, Key Person Protection, Legacies, Gifting Strategies, Succession Planning, licensed in Long-Term...
Education
University of Illinois at Chicago 2007 — 2011
BS, Economics
Elmwood Park High School 2003 — 2007
Joseph S. MacAdams Jr. Joseph S. MacAdams Jr.'s NYLIFE Securities LLC Experience July 2015 - Present
Job Agent with New York Life helping individuals and business owners to create,build,and preserve wealth
Industry Insurance
Experience
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company February 2015 - Present
CareGiver Technology January 2011 - December 2014
Gelbwaks Insurance Services September 2002 - October 2007
Prudential 1978 - 2002
Skills
Long-term Care, Public Speaking, Marketing, Leadership, Employee Benefits, Management, Process Improvement, Networking, New Business Development, Team Building
Education
The American College 1984 — 1987
NYLIFE Securities LLC July 2015 - Present
New York Life Insurance Company February 2015 - Present
CareGiver Technology January 2011 - December 2014
Gelbwaks Insurance Services September 2002 - October 2007
Prudential 1978 - 2002
Skills
Long-term Care, Public Speaking, Marketing, Leadership, Employee Benefits, Management, Process Improvement, Networking, New Business Development, Team Building
Education
The American College 1984 — 1987
Cherie Tew Cherie Tew's NYLIFE Securities LLC Experience January 2012 - Present
Job Passionate Financial Services Professional at NYLIFE Securities LLC, Member FINRA/SIPC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2012 - Present
Skills
Direct Sales, Cold Calling, Sales Operations, Leadership, Management, New Business Development, Small Business, Sales Management, Insurance, Financial Services, Budgets, Employee Benefits, Marketing, Selling, Executive Management, Business Planning, Team Building, Analysis, Retail, Finance, Life Insurance, Contract Negotiation, Customer Retention, Negotiation, Sales Presentations, Strategic Partnerships, Telecommunications, Strategy, Managed Services, Account Management, Sales Process, Investments, Salesforce.com, Executive Level Selling, IP, Cloud Computing, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Retirement Planning, Estate Planning, Multi-generational..., Time Management, Succession Planning, Asset Protection
Education
Tidewater Community College 1976 — 1978
Associates Degree in Business Technology, Business/Secretarial Science
NYLIFE Securities LLC January 2012 - Present
Skills
Direct Sales, Cold Calling, Sales Operations, Leadership, Management, New Business Development, Small Business, Sales Management, Insurance, Financial Services, Budgets, Employee Benefits, Marketing, Selling, Executive Management, Business Planning, Team Building, Analysis, Retail, Finance, Life Insurance, Contract Negotiation, Customer Retention, Negotiation, Sales Presentations, Strategic Partnerships, Telecommunications, Strategy, Managed Services, Account Management, Sales Process, Investments, Salesforce.com, Executive Level Selling, IP, Cloud Computing, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Protection..., Wealth Preservation..., Retirement Planning, Estate Planning, Multi-generational..., Time Management, Succession Planning, Asset Protection
Education
Tidewater Community College 1976 — 1978
Associates Degree in Business Technology, Business/Secretarial Science
Damian Zuniga's NYLIFE Securities LLC Experience February 2015 - Present
Job Sr. Brokerage Associate at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
J.P. Morgan August 2013 - November 2014
JPMorgan Chase September 2012 - August 2013
Farmers Insurance May 2011 - August 2011
Abercrombie & Fitch November 2007 - January 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Sales, Management, Finance, Teamwork, Financial Analysis, Public Speaking, Research, Banking
Education
The University of Texas-Pan American 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Sharyland High School 2004 — 2008
NYLIFE Securities LLC February 2015 - Present
J.P. Morgan August 2013 - November 2014
JPMorgan Chase September 2012 - August 2013
Farmers Insurance May 2011 - August 2011
Abercrombie & Fitch November 2007 - January 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Sales, Management, Finance, Teamwork, Financial Analysis, Public Speaking, Research, Banking
Education
The University of Texas-Pan American 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Sharyland High School 2004 — 2008
Arturo Vazquez, CST Arturo Vazquez, CST's NYLIFE Securities LLC Experience August 2008 - July 2013
Job Certified Surgical Technologist
Industry Hospital & Health Care
Experience
Surgical Technology Clinicals June 2014 - Present
Allstate Financial Services, LLC July 2013 - September 2014
NYLIFE Securities LLC August 2008 - July 2013
Dish Network 1999 - 2008
AT&T 1990 - 1999
Education
EPCC 2013 — 2015
Associates of Applied Science - Surgical Technology, Surgical Technology/Technologist
The University of Texas at El Paso 1987 — 1993
Surgical Technology Clinicals June 2014 - Present
Allstate Financial Services, LLC July 2013 - September 2014
NYLIFE Securities LLC August 2008 - July 2013
Dish Network 1999 - 2008
AT&T 1990 - 1999
Education
EPCC 2013 — 2015
Associates of Applied Science - Surgical Technology, Surgical Technology/Technologist
The University of Texas at El Paso 1987 — 1993
Samuel Brennan Samuel Brennan's NYLIFE Securities LLC Experience August 2010 - September 2012
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
NYLIFE Securities LLC August 2010 - September 2012
Education
The University of Dallas 2006 — 2010
Bachelor's degree
Fidelity Investments September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
NYLIFE Securities LLC August 2010 - September 2012
Education
The University of Dallas 2006 — 2010
Bachelor's degree
Eric Latcham Eric Latcham's NYLIFE Securities LLC Experience December 2013 - December 2014
Job Advisory Support Specialist
Industry Financial Services
Experience
NFP January 2015 - Present
NYLIFE Securities LLC December 2013 - December 2014
New York Life Insurance Company August 2012 - December 2014
Ornamental Iron Fence Supply June 2011 - February 2012
Cellular World June 2010 - June 2011
Beeville Bee-Picayune December 2009 - February 2010
Skills
Sales, Social Media, Customer Service, Public Speaking, Social Networking, Life Insurance, Protection..., 401(k) Rollovers, Account Management, Building Relationships, Customer Relations, Direct Sales, Creative Problem Solving, IRA Rollovers, Estate Planning, Buy-Sell Agreements, Education Funding..., Key Person Insurance, Legacy Planning, Financial Services, Small Business, Grandchild Gifting, Strategic Planning, Wealth Preservation..., Succession Planning, Risk Management, Lifetime Income..., Supplements To Employee..., Communication, Business Insurance..., PowerPoint
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Journalism, Journalism
NFP January 2015 - Present
NYLIFE Securities LLC December 2013 - December 2014
New York Life Insurance Company August 2012 - December 2014
Ornamental Iron Fence Supply June 2011 - February 2012
Cellular World June 2010 - June 2011
Beeville Bee-Picayune December 2009 - February 2010
Skills
Sales, Social Media, Customer Service, Public Speaking, Social Networking, Life Insurance, Protection..., 401(k) Rollovers, Account Management, Building Relationships, Customer Relations, Direct Sales, Creative Problem Solving, IRA Rollovers, Estate Planning, Buy-Sell Agreements, Education Funding..., Key Person Insurance, Legacy Planning, Financial Services, Small Business, Grandchild Gifting, Strategic Planning, Wealth Preservation..., Succession Planning, Risk Management, Lifetime Income..., Supplements To Employee..., Communication, Business Insurance..., PowerPoint
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Journalism, Journalism
Kathy Strickland's NYLIFE Securities LLC Experience October 2006 - Present
Job Financial Services Professional, NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2006 - Present
ConocoPhillips January 1994 - November 2004
ConocoPhillips 1994 - 1997
Jiangxi Financial Institute of China September 1992 - September 1993
Education
Sandler Sales Institute 2007 — 2012
University of Kansas 1968 — 1972
B.S., Journalism/Communication
NYLIFE Securities LLC October 2006 - Present
ConocoPhillips January 1994 - November 2004
ConocoPhillips 1994 - 1997
Jiangxi Financial Institute of China September 1992 - September 1993
Education
Sandler Sales Institute 2007 — 2012
University of Kansas 1968 — 1972
B.S., Journalism/Communication
Koshin Soga's NYLIFE Securities LLC Experience April 2011 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
Hawaiian Airlines 2010 - 2011
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Thought Leadership, Protection..., Wealth Preservation..., Licensed Life Insurance..., Finance, Financial Services, Investments, Protection..., Customer Service
Education
University of Hawaii at Manoa 2003 — 2007
BA Japanese Language, Business, Japanese
Maui high school 1999 — 2003
Japanese, International language
NYLIFE Securities LLC April 2011 - Present
New York Life Insurance Company April 2011 - Present
Hawaiian Airlines 2010 - 2011
Skills
401(k) Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Thought Leadership, Protection..., Wealth Preservation..., Licensed Life Insurance..., Finance, Financial Services, Investments, Protection..., Customer Service
Education
University of Hawaii at Manoa 2003 — 2007
BA Japanese Language, Business, Japanese
Maui high school 1999 — 2003
Japanese, International language
Joshua MacLean Joshua MacLean's NYLIFE Securities LLC Experience March 2015 - Present
Job Financial Services Professional with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
Polk City Chamber of Commerce January 2015 - Present
New York Life Insurance Company November 2014 - Present
Army National Guard June 2008 - Present
John Deere September 2013 - December 2014
John Deere Des Moines Works April 2012 - August 2013
John Deere Ottumwa Works June 2008 - March 2012
US Army June 2002 - June 2008
US Navy April 1992 - June 1996
Skills
Security Clearance, Leadership, Operational Planning, Military Operations, Command, Training, Operations Management, Team Building, Leadership Development, Personnel Supervision, Manufacturing Operations, Life Insurance, Long Term Care Insurance, Investments, 401k, Annuity Sales, Continuous Improvement, Organizational..., Government, Military, Military Experience, Defense, Top Secret, Army, Process Improvement
Education
U. S. Army Advanced Officers Course 2005 — 2006
Advanced Military and Operational Studies
U. S. Army Officer Basic Course 2002 — 2003
Military Science and Operational Studies
University of Iowa 1997 — 2002
Bachelor's Degree, Psychology
NYLIFE Securities LLC March 2015 - Present
Polk City Chamber of Commerce January 2015 - Present
New York Life Insurance Company November 2014 - Present
Army National Guard June 2008 - Present
John Deere September 2013 - December 2014
John Deere Des Moines Works April 2012 - August 2013
John Deere Ottumwa Works June 2008 - March 2012
US Army June 2002 - June 2008
US Navy April 1992 - June 1996
Skills
Security Clearance, Leadership, Operational Planning, Military Operations, Command, Training, Operations Management, Team Building, Leadership Development, Personnel Supervision, Manufacturing Operations, Life Insurance, Long Term Care Insurance, Investments, 401k, Annuity Sales, Continuous Improvement, Organizational..., Government, Military, Military Experience, Defense, Top Secret, Army, Process Improvement
Education
U. S. Army Advanced Officers Course 2005 — 2006
Advanced Military and Operational Studies
U. S. Army Officer Basic Course 2002 — 2003
Military Science and Operational Studies
University of Iowa 1997 — 2002
Bachelor's Degree, Psychology
Matthew Ligurotis, LUTCF's NYLIFE Securities LLC Experience August 2008 - November 2014
Job Financial Planning Specialist at Chicago Financial Planning Group
Industry Financial Services
Experience
Chicago Financial Planning Group September 2015 - Present
MassMutual Chicago November 2014 - Present
NYLIFE Securities LLC August 2008 - November 2014
New York Life Insurance Company August 2008 - October 2014
Skills
Insurance, Securities, Finance, Retirement
Education
University of Kansas 2003 — 2008
Chicago Financial Planning Group September 2015 - Present
MassMutual Chicago November 2014 - Present
NYLIFE Securities LLC August 2008 - November 2014
New York Life Insurance Company August 2008 - October 2014
Skills
Insurance, Securities, Finance, Retirement
Education
University of Kansas 2003 — 2008
Phillip R. Perry Phillip R. Perry's NYLIFE Securities LLC Experience June 2011 - September 2014
Job Financial Advisor at Beacon Wealth Advisors, LLC
Industry Financial Services
Experience
Beacon Wealth Advisors, LLC September 2014 - Present
LPL Financial September 2014 - Present
Sigma Chi 6100 San Amaro, Incorporated April 2014 - Present
NYLIFE Securities, LLC June 2011 - September 2014
New York Life Insurance Company March 2011 - September 2014
The Hillery Holding Company July 2009 - February 2010
OneUnited Bank October 2006 - July 2009
Youth Education in the Arts June 2006 - September 2006
Alan K. Marcus, PA February 2005 - June 2006
Skills
Retirement Planning, Insurance, Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Insurance Planning, Finance, Mutual Funds, College Savings Plans, Life Insurance, 401 K Rollovers, 401k, Small Business, Succession Planning, Exit Strategies, Gifted Education, Buy-Sell, Business Services, Investments
Education
University of Miami 2002 — 2006
BBA, Business Law
The American College 2013 — 2016
CFP/ChFC
University of Massachusetts, Amherst 2001 — 2002
East Bridgewater High School 1997 — 2001
Beacon Wealth Advisors, LLC September 2014 - Present
LPL Financial September 2014 - Present
Sigma Chi 6100 San Amaro, Incorporated April 2014 - Present
NYLIFE Securities, LLC June 2011 - September 2014
New York Life Insurance Company March 2011 - September 2014
The Hillery Holding Company July 2009 - February 2010
OneUnited Bank October 2006 - July 2009
Youth Education in the Arts June 2006 - September 2006
Alan K. Marcus, PA February 2005 - June 2006
Skills
Retirement Planning, Insurance, Wealth Management, Financial Planning, Estate Planning, Strategic Financial..., Insurance Planning, Finance, Mutual Funds, College Savings Plans, Life Insurance, 401 K Rollovers, 401k, Small Business, Succession Planning, Exit Strategies, Gifted Education, Buy-Sell, Business Services, Investments
Education
University of Miami 2002 — 2006
BBA, Business Law
The American College 2013 — 2016
CFP/ChFC
University of Massachusetts, Amherst 2001 — 2002
East Bridgewater High School 1997 — 2001
Kevin Odell Kevin Odell's NYLIFE Securities LLC Experience October 1985 - Present
Job Financial Adviser dedicated to providing consistent, professional care and service to clients since 1985.
Industry Financial Services
Experience
DeLoach, Odell & Associates June 1985 - Present
New York Life Insurance Company June 1985 - Present
Eagle Strategies, LLC October 2003 - Present
NYLIFE Securities, LLC October 1985 - Present
Skills
CLU, ChFC, Investments, Insurance, Gifting Strategies, Wealth Preservation..., Succession Planning, Annuity Sales, Insurance Agent, 401k Rollovers, Estate Planning, Small Business, Key Person Protection, Licensed in Long-Term..., Protection..., Retirement Planning, Asset Protection, Financial Services, Retirement, Finance, Life Insurance, Financial Planning
Education
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Journalism
DeLoach, Odell & Associates June 1985 - Present
New York Life Insurance Company June 1985 - Present
Eagle Strategies, LLC October 2003 - Present
NYLIFE Securities, LLC October 1985 - Present
Skills
CLU, ChFC, Investments, Insurance, Gifting Strategies, Wealth Preservation..., Succession Planning, Annuity Sales, Insurance Agent, 401k Rollovers, Estate Planning, Small Business, Key Person Protection, Licensed in Long-Term..., Protection..., Retirement Planning, Asset Protection, Financial Services, Retirement, Finance, Life Insurance, Financial Planning
Education
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Journalism
Paul Winn's NYLIFE Securities LLC Experience June 2006 - Present
Job Confident Financial Services Professional in Richmond, VA helping retirees avoid going broke.
Industry Financial Services
Experience
NYLIFE Securities LLC June 2006 - Present
AT&T Wireless / Cingular Wireless 1998 - 2005
ATT Wireless 1998 - 2004
Expressely Portraits March 1996 - June 1998
Skills
Retirement, Sales, Estate Planning, Life Insurance, Investments, Fixed Annuities, 401k Rollovers, Insurance, Budgets, Retirement Planning, Wealth Preservation..., Licensed Life Insurance..., Financial Services, Multi-generational..., Annuity Sales, Lifetime Income..., Education Funding..., Licensed in Long Term..., Public Speaking, Team Building, Marketing, Leadership, Analysis, Sales Management, Management, Customer Service
Education
University of Florida 1987 — 1990
BS, Journalism
NYLIFE Securities LLC June 2006 - Present
AT&T Wireless / Cingular Wireless 1998 - 2005
ATT Wireless 1998 - 2004
Expressely Portraits March 1996 - June 1998
Skills
Retirement, Sales, Estate Planning, Life Insurance, Investments, Fixed Annuities, 401k Rollovers, Insurance, Budgets, Retirement Planning, Wealth Preservation..., Licensed Life Insurance..., Financial Services, Multi-generational..., Annuity Sales, Lifetime Income..., Education Funding..., Licensed in Long Term..., Public Speaking, Team Building, Marketing, Leadership, Analysis, Sales Management, Management, Customer Service
Education
University of Florida 1987 — 1990
BS, Journalism
Kevin Brake Kevin Brake's NYLIFE Securities LLC Experience December 2011 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
NYLIFE Securities LLC December 2011 - Present
Skills
401k Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Protection..., Wealth Preservation..., Multi-generational..., Multi-generational...
Education
The Ohio State University 2004 — 2008
BS
Wapakoneta High School
New York Life Insurance Company December 2011 - Present
NYLIFE Securities LLC December 2011 - Present
Skills
401k Rollovers, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Legacies, Protection..., Wealth Preservation..., Multi-generational..., Multi-generational...
Education
The Ohio State University 2004 — 2008
BS
Wapakoneta High School
Scott Anders, CLU, ChFC, MSM, CLF's NYLIFE Securities LLC Experience August 2012 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Eagle Strategies, LLC August 2012 - Present
NYLIFE Securities LLC August 2012 - Present
Academy Granite Partners January 2013 - Present
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company January 2011 - June 2012
New York Life December 2008 - January 2011
New York Life September 2003 - December 2008
New York Life November 1998 - September 2003
Skills
Securities, 401k Rollovers, Financial Advisory, Financial Services, Term Life Insurance, Thought Leadership, Financial Planners, Wealth Preservation..., Key Person Protection, Multi-generational..., Personal Finance, Wealth Management, Management, Finance, Long Term Care Insurance, CLU, Analysis, Annuity Sales, Protection..., Wealth, Wealth Accumulation, Series 7, 401k, Gifting Strategies, Multi-generational..., Time Management, Portfolio Management, Legacies, Series 63, Investment Advisory, Investment Strategies, Pensions, Wealth Management..., Whole Life, Asset Allocation, Life Insurance, Disability Insurance, Estate Planning, Multi-tasking Skills
Education
The American College 1993 — 1997
MSM, Masters of Science in Financial Services Management
US Army Command and General Staff School 1993 — 1996
US Army Infantry School 1975 — 1981
Airborne, Ranger and Infantry Officers Advanced Course
US Army Armor School 1977 — 1978
Armor Officers Basic Course
United States Military Academy at West Point 1973 — 1977
BS, Engineering
Harold Shepard Harold Shepard's NYLIFE Securities LLC Experience January 1994 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC January 2007 - Present
NYLIFE Securities LLC January 1994 - Present
Shepard Financial Services, LLC. December 1993 - Present
New York Life Insurance Company December 1993 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Investments, Term Life Insurance, Sales, 401k Rollovers, Asset Protection, Building Relationships, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Licensed in Long Term..., Licenesed Life..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Wealth Transfer..., Life Insurance..., Leadership, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Protection..., Education Funding..., Annuity Sales, Key Person Insurance, Grandchild Gifting
Education
The University of Texas at Austin 1975 — 1978
BBA, Marketing & Acounting
Eagle Strategies, LLC January 2007 - Present
NYLIFE Securities LLC January 1994 - Present
Shepard Financial Services, LLC. December 1993 - Present
New York Life Insurance Company December 1993 - Present
Skills
Life Insurance, Retirement Planning, Insurance, Estate Planning, Investments, Term Life Insurance, Sales, 401k Rollovers, Asset Protection, Building Relationships, Business Exit Strategy, Buy-sell Agreements, Charitable Giving, IRA Rollovers, Licensed in Long Term..., Licenesed Life..., Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement, Risk Management, Small Business, Succession Planning, Supplements to Employee..., Wealth Transfer..., Life Insurance..., Leadership, Gifting Strategies, Legacy Planning, Multi-generational..., Multi-generational..., Protection..., Education Funding..., Annuity Sales, Key Person Insurance, Grandchild Gifting
Education
The University of Texas at Austin 1975 — 1978
BBA, Marketing & Acounting
Joe Milford, CFA's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Adviser with Eagle Strategies LLC helping families and business owners to create, build, and preserve wealth
Industry Investment Management
Experience
Eagle Strategies LLC August 2015 - Present
CFA Society Cleveland July 2015 - Present
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2015 - Present
Northrop Grumman Corporation October 2010 - April 2015
Northrop Grumman Corporation February 2008 - October 2010
Northrop Grumman Corporation January 2006 - February 2008
Northrop Grumman Corporation February 2005 - December 2005
United States Air Force August 2002 - January 2005
United States Air Force July 2001 - July 2002
Skills
Life Insurance, Disability Insurance, Financial Modeling, Financial Analysis, Analysis, Forecasting, Management, Variance Analysis, Finance, Risk Management, Leadership, Financial Forecasting, Budgets, Cross-functional Team..., Strategy, Accounting, Strategic Planning, Due Diligence, SAP, Executive Management, Program Management, Financial Reporting, Project Management, Earned Value Management, Capital Budgeting, Working Capital..., Cash Flow Forecasting, Investments, Proposal Writing, Microsoft Excel, Chartered Financial..., IT Financial Management, Profitability..., Budgeting, DCF, NPV, Ad Hoc Reporting, Corporate Finance, Series 7, 401k Rollovers, Personal Finance, Long Term Care Insurance, Lifetime Income..., Retirement Planning
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Analytic Finance, Economics, Entrepreneurship, and Accounting
Wright State University 2002 — 2004
M.Acc., Accountancy
University of Notre Dame 1997 — 2001
B.S., Science Preprofessional Studies (Pre-Med)
Christian Brothers High School 1993 — 1997
High School Diploma
Eagle Strategies LLC August 2015 - Present
CFA Society Cleveland July 2015 - Present
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company April 2015 - Present
Northrop Grumman Corporation October 2010 - April 2015
Northrop Grumman Corporation February 2008 - October 2010
Northrop Grumman Corporation January 2006 - February 2008
Northrop Grumman Corporation February 2005 - December 2005
United States Air Force August 2002 - January 2005
United States Air Force July 2001 - July 2002
Skills
Life Insurance, Disability Insurance, Financial Modeling, Financial Analysis, Analysis, Forecasting, Management, Variance Analysis, Finance, Risk Management, Leadership, Financial Forecasting, Budgets, Cross-functional Team..., Strategy, Accounting, Strategic Planning, Due Diligence, SAP, Executive Management, Program Management, Financial Reporting, Project Management, Earned Value Management, Capital Budgeting, Working Capital..., Cash Flow Forecasting, Investments, Proposal Writing, Microsoft Excel, Chartered Financial..., IT Financial Management, Profitability..., Budgeting, DCF, NPV, Ad Hoc Reporting, Corporate Finance, Series 7, 401k Rollovers, Personal Finance, Long Term Care Insurance, Lifetime Income..., Retirement Planning
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Analytic Finance, Economics, Entrepreneurship, and Accounting
Wright State University 2002 — 2004
M.Acc., Accountancy
University of Notre Dame 1997 — 2001
B.S., Science Preprofessional Studies (Pre-Med)
Christian Brothers High School 1993 — 1997
High School Diploma
Mozell H. Axson II's NYLIFE Securities LLC Experience June 2014 - September 2014
Job President at Axson Insurance & Financial Services
Industry Financial Services
Experience
Axson Insurance & Financial Services October 2014 - Present
NYLIFE Securities LLC June 2014 - September 2014
New York Life Insurance Company April 2013 - September 2014
Aflac May 2012 - April 2013
Kentucky Department of Corrections August 2011 - February 2012
Town & Country Ford January 2011 - February 2012
University of Louisville August 2009 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Small Business, Key Person Protection, Estate Planning, Time Management, Gifting Strategies, Legacies, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Personal Finance, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Thought Leadership, Sales, Employee Benefits, Life Insurance, Disability Insurance, Program Management, Microsoft Office, Leadership, Marketing, Customer Retention, Health Insurance, Team Building, Public Speaking
Education
University of Louisville 2009 — 2010
Master of Science (M.S.), Administration of Justice
University of Louisville 2005 — 2009
Bachelor of Science (B.S.), Justice Administration
George Jenkins High School 2000 — 2004
High school diploma, High School/Secondary Diplomas and Certificates, Psychology
Axson Insurance & Financial Services October 2014 - Present
NYLIFE Securities LLC June 2014 - September 2014
New York Life Insurance Company April 2013 - September 2014
Aflac May 2012 - April 2013
Kentucky Department of Corrections August 2011 - February 2012
Town & Country Ford January 2011 - February 2012
University of Louisville August 2009 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Small Business, Key Person Protection, Estate Planning, Time Management, Gifting Strategies, Legacies, Licensed Life Insurance..., Wealth Preservation..., 401(k) Rollovers, Personal Finance, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Thought Leadership, Sales, Employee Benefits, Life Insurance, Disability Insurance, Program Management, Microsoft Office, Leadership, Marketing, Customer Retention, Health Insurance, Team Building, Public Speaking
Education
University of Louisville 2009 — 2010
Master of Science (M.S.), Administration of Justice
University of Louisville 2005 — 2009
Bachelor of Science (B.S.), Justice Administration
George Jenkins High School 2000 — 2004
High school diploma, High School/Secondary Diplomas and Certificates, Psychology
Steve C. Hardin Steve C. Hardin's NYLIFE Securities LLC Experience 1986 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 1986 - Present
NYLIFE Securities LLC 1986 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., ChFC, CLU, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Retirement Planning, Risk Management
Education
The University of Texas at Austin 1976 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Tyler Junior College 1974 — 1976
Associte's Degree
New York Life Insurance Company 1986 - Present
NYLIFE Securities LLC 1986 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., ChFC, CLU, Gifting Strategies, IRA Rollovers, Life Insurance, Lifetime Income..., Retirement Planning, Risk Management
Education
The University of Texas at Austin 1976 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Tyler Junior College 1974 — 1976
Associte's Degree
Mary Blanchett Mary Blanchett's NYLIFE Securities LLC Experience January 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company August 2012 - Present
Mary Blanchett & Associates, Inc. 2009 - 2013
Center for Nursing and Rehabilitation August 2001 - May 2008
Skills
Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Employee Benefits, Income Protection, Investments, LGBT Planning, Licensed in Long Term..., Mutual Funds, Personal Finance, supplements to Employee..., Succession Planning, Variable Annuities, Problem Solving, Seminar Marketing
Education
Central Michigan University 1992 — 1994
MSA, Health Service Administration
University at Albany, SUNY
Bachelor of Arts (B.A.), American History/Sociology
NYLIFE Securities LLC January 2013 - Present
New York Life Insurance Company August 2012 - Present
Mary Blanchett & Associates, Inc. 2009 - 2013
Center for Nursing and Rehabilitation August 2001 - May 2008
Skills
Life Insurance, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Employee Benefits, Income Protection, Investments, LGBT Planning, Licensed in Long Term..., Mutual Funds, Personal Finance, supplements to Employee..., Succession Planning, Variable Annuities, Problem Solving, Seminar Marketing
Education
Central Michigan University 1992 — 1994
MSA, Health Service Administration
University at Albany, SUNY
Bachelor of Arts (B.A.), American History/Sociology
Barry Chase Barry Chase's NYLIFE Securities LLC Experience June 2011 - Present
Job Dedicated Financial Services Professional helping people plan a sound retirement strategy
Industry Financial Services
Experience
New York Life Insurance Company June 2011 - Present
NYLIFE Securities LLC June 2011 - Present
Rubin & Rudman, LLP March 1999 - February 2011
Skills
Estate Planning, Retirement Planning, Investments, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation...
Education
University of Massachusetts Boston 1965 — 1969
Secondary Education and Teaching
New York Life Insurance Company June 2011 - Present
NYLIFE Securities LLC June 2011 - Present
Rubin & Rudman, LLP March 1999 - February 2011
Skills
Estate Planning, Retirement Planning, Investments, Retirement, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Gifting Strategies, Legacies, Licensed Life Insurance..., Multi-generational..., Protection..., Succession Planning, Wealth Preservation...
Education
University of Massachusetts Boston 1965 — 1969
Secondary Education and Teaching
Andrea Adkins Andrea Adkins's NYLIFE Securities LLC Experience April 2011 - April 2013
Job helping clients balance longterm goals with daytoday choices by setting a strong foundation for financial security
Industry Financial Services
Experience
Teppe Financial Services May 2013 - Present
NYLIFE Securities LLC April 2011 - April 2013
Touchstone Merchandise Group October 2010 - April 2011
Lerner, Sampson & Rothfuss October 2009 - October 2010
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multitasking Skills, Time Management, Protection..., Wealth Preservation, Mutual Funds, Small Business, Protection..., 401k, Accounts Payable, Wealth Management..., Financial Services, Financial Planners, Variable Annuities, Roth IRA, Disability Insurance, Series 6
Education
Tiffin University 2005 — 2009
Bachelor's, Finance/Marketing
Teppe Financial Services May 2013 - Present
NYLIFE Securities LLC April 2011 - April 2013
Touchstone Merchandise Group October 2010 - April 2011
Lerner, Sampson & Rothfuss October 2009 - October 2010
Skills
401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multitasking Skills, Time Management, Protection..., Wealth Preservation, Mutual Funds, Small Business, Protection..., 401k, Accounts Payable, Wealth Management..., Financial Services, Financial Planners, Variable Annuities, Roth IRA, Disability Insurance, Series 6
Education
Tiffin University 2005 — 2009
Bachelor's, Finance/Marketing
Bill Beattie Bill Beattie's NYLIFE Securities LLC Experience September 2003 - February 2010
Job Owner at The Stover Company Inc., Commercial, Personal Property and Casualty Insurance
Industry Insurance
Experience
The Stover Company Inc., Commercial Insurance September 2012 - Present
Gibson and Associates, Inc. August 2003 - September 2012
NYLIFE SECURITIES LLC September 2003 - February 2010
Allstate Financial August 2001 - October 2003
SWS FINANCIAL SERVICES August 2000 - August 2001
Century Capital Corporation of SC August 1991 - July 2000
Skills
Insurance, Benefits Management, Risk Management, Insurance Negotiations, P&C Insurance, Key Person Insurance, Retirement Benefits, Negotiation, Investments, Real Estate, Life Insurance, Property & Casualty..., Underwriting, Investment Properties, Commercial Insurance, Disability Insurance, Selling, Professional Liability, Commercial Real Estate, Legal Liability, Fixed Annuities, Property, Casualty, Liability, Sales, Workers Compensation
Education
The University of Georgia
Bachelor's degree, Economics
The Stover Company Inc., Commercial Insurance September 2012 - Present
Gibson and Associates, Inc. August 2003 - September 2012
NYLIFE SECURITIES LLC September 2003 - February 2010
Allstate Financial August 2001 - October 2003
SWS FINANCIAL SERVICES August 2000 - August 2001
Century Capital Corporation of SC August 1991 - July 2000
Skills
Insurance, Benefits Management, Risk Management, Insurance Negotiations, P&C Insurance, Key Person Insurance, Retirement Benefits, Negotiation, Investments, Real Estate, Life Insurance, Property & Casualty..., Underwriting, Investment Properties, Commercial Insurance, Disability Insurance, Selling, Professional Liability, Commercial Real Estate, Legal Liability, Fixed Annuities, Property, Casualty, Liability, Sales, Workers Compensation
Education
The University of Georgia
Bachelor's degree, Economics
Angela Pawloski Angela Pawloski's NYLIFE Securities LLC Experience January 2009 - Present
Job Financial Services Professional at VERITAS FINANCIAL
Industry Financial Services
Experience
VERITAS FINANCIAL October 2012 - Present
NYLIFE Securities LLC January 2009 - Present
Libra Financial Planning 2008 - 2009
Skills
Financial Services, Retirement, IRAs, Insurance, Life Insurance, Securities, College Funding..., Finance, 401k Rollovers, Fixed Annuities, Retirement Planning, Long Term Care Insurance, 401k, Mutual Funds, Series 6, Disability Insurance, Financial Planners, Roth IRA, Estate Planning, Wealth Accumulation, Financial Planning
Education
University of Delaware
BS, Accounting
Widener University
Masters, Education
VERITAS FINANCIAL October 2012 - Present
NYLIFE Securities LLC January 2009 - Present
Libra Financial Planning 2008 - 2009
Skills
Financial Services, Retirement, IRAs, Insurance, Life Insurance, Securities, College Funding..., Finance, 401k Rollovers, Fixed Annuities, Retirement Planning, Long Term Care Insurance, 401k, Mutual Funds, Series 6, Disability Insurance, Financial Planners, Roth IRA, Estate Planning, Wealth Accumulation, Financial Planning
Education
University of Delaware
BS, Accounting
Widener University
Masters, Education
Daniel Collins Daniel Collins's NYLIFE Securities LLC Experience January 2010 - Present
Job Successful Financial Services Professional helping to protect families in the Boston area.
Industry Insurance
Experience
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company 2010 - Present
ACSIA Long Term Care, Inc April 2008 - December 2009
Beneficial Financial Group 2006 - 2008
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Disability Insurance, Term Life Insurance, Series 63, Long-term Care, Fixed Annuities, Insurance, Account Management, Life Insurance, Securities, Strategic Financial..., Financial Services, Retirement, Sales, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1995
bachelors, history
peabody high school
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company 2010 - Present
ACSIA Long Term Care, Inc April 2008 - December 2009
Beneficial Financial Group 2006 - 2008
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Disability Insurance, Term Life Insurance, Series 63, Long-term Care, Fixed Annuities, Insurance, Account Management, Life Insurance, Securities, Strategic Financial..., Financial Services, Retirement, Sales, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1995
bachelors, history
peabody high school
Jameel Habib Jameel Habib's NYLIFE Securities LLC Experience October 2006 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC October 2006 - Present
New York Life Insurance Company October 2006 - Present
TXU October 1998 - December 2000
Skills
Retirement Planning, Long-term Care, Fixed Annuities, Insurance, Securities, Strategic Financial..., Life Insurance, Retirement, 401k, Financial Services, Disability Insurance, Portfolio Management, Financial Planners, Finance, Tax, Mutual Funds, Analysis, Term Life Insurance, Financial Analysis, Asset Management, Risk Management, 401(k) Rollovers, Lifetime Income..., Buy-sell Agreements
Education
The University of Texas at Arlington - College of Business Administration
BS, Managment Information Systems
NYLIFE Securities LLC October 2006 - Present
New York Life Insurance Company October 2006 - Present
TXU October 1998 - December 2000
Skills
Retirement Planning, Long-term Care, Fixed Annuities, Insurance, Securities, Strategic Financial..., Life Insurance, Retirement, 401k, Financial Services, Disability Insurance, Portfolio Management, Financial Planners, Finance, Tax, Mutual Funds, Analysis, Term Life Insurance, Financial Analysis, Asset Management, Risk Management, 401(k) Rollovers, Lifetime Income..., Buy-sell Agreements
Education
The University of Texas at Arlington - College of Business Administration
BS, Managment Information Systems
Bob Magers Bob Magers's NYLIFE Securities LLC Experience 1976 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 1976 - Present
New York Life Insurance Company 1976 - Present
Skills
Asset Protection, Estate Planning, Financial Services, Grandchild Gifting, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Licensed Life and..., Life Insurance..., Retirement Income..., Succession Planning, Variable Annuities, Whole Life Insurance
Education
The University of Texas at Austin - Red McCombs School of Business
NYLIFE Securities LLC 1976 - Present
New York Life Insurance Company 1976 - Present
Skills
Asset Protection, Estate Planning, Financial Services, Grandchild Gifting, Legacy Planning, Licensed in Long Term..., Licensed Life Insurance..., Licensed Life and..., Life Insurance..., Retirement Income..., Succession Planning, Variable Annuities, Whole Life Insurance
Education
The University of Texas at Austin - Red McCombs School of Business
Amy L. Kohlman Amy L. Kohlman's NYLIFE Securities LLC Experience September 1983 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 1984 - Present
NYLIFE Securities LLC September 1983 - Present
Skills
401k Rollovers, Estate Planning, Financial Services, Life Income Strategies, Annuity Sales, Business Planning, Disability Insurance, Finance, Health Insurance, Investments, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Small Business, Term Life Insurance, Insurance
Education
The University of New Mexico 1977 — 1981
Bachelor's Degree, Business and Education
Univeristy of New Mexico 1977 — 1981
Bachelor's Degree, Education & Business
New York Life Insurance Company September 1984 - Present
NYLIFE Securities LLC September 1983 - Present
Skills
401k Rollovers, Estate Planning, Financial Services, Life Income Strategies, Annuity Sales, Business Planning, Disability Insurance, Finance, Health Insurance, Investments, Long Term Care Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Small Business, Term Life Insurance, Insurance
Education
The University of New Mexico 1977 — 1981
Bachelor's Degree, Business and Education
Univeristy of New Mexico 1977 — 1981
Bachelor's Degree, Education & Business
Josh Gonzalez's NYLIFE Securities LLC Experience August 2014 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Licensed Life Insurance..., Annuity Sales, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, LGBT Planning, Lifetime Income..., Multi-Generational..., Multi-Generational..., Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
The George Washington University 2004 — 2007
Bachelor of Arts (BA)
New York Life Insurance Company August 2014 - Present
NYLIFE Securities LLC August 2014 - Present
Skills
Life Insurance, 401k Rollovers, Retirement Planning, Licensed Life Insurance..., Annuity Sales, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, LGBT Planning, Lifetime Income..., Multi-Generational..., Multi-Generational..., Supplements to Employee..., Wealth Preservation..., Wealth Transfer...
Education
The George Washington University 2004 — 2007
Bachelor of Arts (BA)
Art Paturzo Art Paturzo's NYLIFE Securities LLC Experience September 1996 - Present
Job Financial Services Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 1996 - Present
NYLIFE Securities LLC September 1996 - Present
Skills
401k Rollovers, Anuity Sales, Business Succession..., Estate Planning, IRA Rollovers, Life Insurance..., Licensed In Long Term..., Lifetime Income..., Retirement Planning, Investments
Education
The American College
LUTCF
New York Life Insurance Company September 1996 - Present
NYLIFE Securities LLC September 1996 - Present
Skills
401k Rollovers, Anuity Sales, Business Succession..., Estate Planning, IRA Rollovers, Life Insurance..., Licensed In Long Term..., Lifetime Income..., Retirement Planning, Investments
Education
The American College
LUTCF
Adam Whiting Adam Whiting's NYLIFE Securities LLC Experience March 2011 - Present
Job Principal at Verity Insurance & Financial Services LLC
Industry Financial Services
Experience
Verity Insurance & Financial Services LLC August 2014 - Present
NYLIFE Securities LLC March 2011 - Present
Systematic Financial April 2007 - May 2009
Callan Associates, Inc. May 2004 - April 2007
J.P. Morgan Asset Management May 1998 - January 2003
Oppenheimer Capital December 1994 - May 1998
Skills
Investments, Financial Services, Finance, Insurance, Series 7, IRAs, Series 63, Retirement, Income, Estate Planning, Long Term Care Insurance, Marketing, Competitive Analysis, Fixed Annuities, Licensed Life Insurance..., Thought Leadership, Retirement Planning, Life Insurance, Lifetime Income..., 401(k) Rollovers, Buy/Sell Insurance, Key Person Insurance, Annuity Sales, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Equities, Leadership, Sales, Strategy
Education
University of Maryland College Park
B.S.
Marlboro High School 1986 — 1990
Verity Insurance & Financial Services LLC August 2014 - Present
NYLIFE Securities LLC March 2011 - Present
Systematic Financial April 2007 - May 2009
Callan Associates, Inc. May 2004 - April 2007
J.P. Morgan Asset Management May 1998 - January 2003
Oppenheimer Capital December 1994 - May 1998
Skills
Investments, Financial Services, Finance, Insurance, Series 7, IRAs, Series 63, Retirement, Income, Estate Planning, Long Term Care Insurance, Marketing, Competitive Analysis, Fixed Annuities, Licensed Life Insurance..., Thought Leadership, Retirement Planning, Life Insurance, Lifetime Income..., 401(k) Rollovers, Buy/Sell Insurance, Key Person Insurance, Annuity Sales, Gifting Strategies, Legacies, Protection..., Wealth Preservation..., Equities, Leadership, Sales, Strategy
Education
University of Maryland College Park
B.S.
Marlboro High School 1986 — 1990
William Francis William Francis's NYLIFE Securities LLC Experience December 2004 - June 2011
Job Managing Director at Fortress Financial Advisory, LLC
Industry Financial Services
Experience
Fortress Financial Advisory, LLC June 2011 - Present
New York Life Insurance Company December 2004 - June 2011
NYLIFE Securities LLC December 2004 - June 2011
James Burn International September 1996 - November 2004
Education
The American College
Certificate, LTC Planning, Life Insurance Planning
University of Michigan - Stephen M. Ross School of Business
Certificate, Business Management
Fortress Financial Advisory, LLC June 2011 - Present
New York Life Insurance Company December 2004 - June 2011
NYLIFE Securities LLC December 2004 - June 2011
James Burn International September 1996 - November 2004
Education
The American College
Certificate, LTC Planning, Life Insurance Planning
University of Michigan - Stephen M. Ross School of Business
Certificate, Business Management
Isibor Iyinbor Isibor Iyinbor's NYLIFE Securities LLC Experience May 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
the Iyinbor Insurance Agency May 2008 - May 2015
Allstate 2001 - 2008
Skills
Property & Casualty..., Risk Management, Commercial Insurance, Renters, Legal Liability, Underwriting, General Insurance, Liability, Casualty, Business Process..., Change Management, Claims Management, Research, Business Strategy, Project Management, Leadership Development, Workers Compensation, Public Speaking, 401k Rollovers, Education Funding, Financial Services, Retirement Planning, Buy-sell Agreements, Investments, Multi-generational..., Asset Protection, Charitable Gift Planning
Education
University of Ilorin
B. Agric, Agricultural Economics
NYLIFE Securities LLC May 2015 - Present
the Iyinbor Insurance Agency May 2008 - May 2015
Allstate 2001 - 2008
Skills
Property & Casualty..., Risk Management, Commercial Insurance, Renters, Legal Liability, Underwriting, General Insurance, Liability, Casualty, Business Process..., Change Management, Claims Management, Research, Business Strategy, Project Management, Leadership Development, Workers Compensation, Public Speaking, 401k Rollovers, Education Funding, Financial Services, Retirement Planning, Buy-sell Agreements, Investments, Multi-generational..., Asset Protection, Charitable Gift Planning
Education
University of Ilorin
B. Agric, Agricultural Economics
Andrew Schantz's NYLIFE Securities LLC Experience October 2011 - Present
Job Helping small business owners to develop a sound financial strategy in the Fresno community.
Industry Financial Services
Experience
NYLIFE Securities LLC October 2011 - Present
New York Life Insurance Company October 2011 - Present
The Abbey Company February 2010 - October 2011
Grubb & Ellis Pearson Realty September 2004 - February 2010
Raytheon EW 2002 - 2004
Skills
Estate Planning, Insurance, 401(k) Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-Taskings Skills, Thought Leadership, Time Management, Protection..., Weath Preservation..., Investments, Asset Protection, Retirement, Retirement Planning, Small Business, Succession Planning, IRAs, Finance, Financial Analysis, Life Insurance
Education
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.), Economics
Servite High School 1992 — 1996
NYLIFE Securities LLC October 2011 - Present
New York Life Insurance Company October 2011 - Present
The Abbey Company February 2010 - October 2011
Grubb & Ellis Pearson Realty September 2004 - February 2010
Raytheon EW 2002 - 2004
Skills
Estate Planning, Insurance, 401(k) Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-Taskings Skills, Thought Leadership, Time Management, Protection..., Weath Preservation..., Investments, Asset Protection, Retirement, Retirement Planning, Small Business, Succession Planning, IRAs, Finance, Financial Analysis, Life Insurance
Education
University of California, Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.), Economics
Servite High School 1992 — 1996
Daniel Chang, LUTCF, CLTC's NYLIFE Securities LLC Experience July 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company September 2008 - June 2009
Skills
Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, Life Insurance, Series 7, Mutual Funds, Annuities, 401k, Investments, Health Insurance, Long Term Care, Stocks, IRA's, Mandarin, 529 Plans, Guaranteed Lifetime..., 401k Rollovers, Finance, Financial Services, IRAs, Retirement, Securities, Series 63, Long Term Care Insurance, Roth IRA
Education
University of California, Riverside 2005 — 2009
Business Administration, Business
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2009
NYLIFE Securities LLC July 2009 - Present
New York Life Insurance Company September 2008 - June 2009
Skills
Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, Life Insurance, Series 7, Mutual Funds, Annuities, 401k, Investments, Health Insurance, Long Term Care, Stocks, IRA's, Mandarin, 529 Plans, Guaranteed Lifetime..., 401k Rollovers, Finance, Financial Services, IRAs, Retirement, Securities, Series 63, Long Term Care Insurance, Roth IRA
Education
University of California, Riverside 2005 — 2009
Business Administration, Business
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2009
Brandon Hymes Brandon Hymes's NYLIFE Securities LLC Experience December 2011 - March 2013
Job Personal Financial Representative at Allstate
Industry Financial Services
Experience
Allstate March 2013 - Present
NYLIFE Securities LLC December 2011 - March 2013
Sterling Future Benefits April 2011 - November 2011
Vindication, Inc. September 2009 - June 2011
National Agents Alliance April 2009 - February 2011
Consolidated Productions June 2007 - September 2009
Mass Mutual October 2005 - June 2007
Skills
Sales Process, Time Management, Sales, Insurance, Retirement, Team Building, Economics, Retirement Planning, Fixed Annuities, Vendor Relations, Phone Sales, Multitasker, Attention To Detail, Collaborative, Term Life Insurance, Finance, Telemarketing, Long-term Care, Lead Generation
Education
University of Arizona 2001 — 2005
BA, Economics
Villa Park High School 1997 — 2001
Allstate March 2013 - Present
NYLIFE Securities LLC December 2011 - March 2013
Sterling Future Benefits April 2011 - November 2011
Vindication, Inc. September 2009 - June 2011
National Agents Alliance April 2009 - February 2011
Consolidated Productions June 2007 - September 2009
Mass Mutual October 2005 - June 2007
Skills
Sales Process, Time Management, Sales, Insurance, Retirement, Team Building, Economics, Retirement Planning, Fixed Annuities, Vendor Relations, Phone Sales, Multitasker, Attention To Detail, Collaborative, Term Life Insurance, Finance, Telemarketing, Long-term Care, Lead Generation
Education
University of Arizona 2001 — 2005
BA, Economics
Villa Park High School 1997 — 2001
Jolen Dolabany CLTC Jolen Dolabany CLTC's NYLIFE Securities LLC Experience 2011 - Present
Job Dedicated Financial Services Professional helping to protect families in Massachusetts
Industry Insurance
Experience
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company 2011 - Present
NaseCare February 2011 - June 2011
Dolabany Communications Group January 2005 - January 2010
DI Group January 2001 - December 2004
Spotwise 1986 - 1988
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments, 401k, Financial Services, IRAs, Insurance, Life Insurance, Marketing, Network Marketing..., Sales, Small Business, Strategic Planning, Wealth, Social Media, Team Building
Education
University of Illinois at Urbana-Champaign
BS, Communications, Honors
NYLIFE Securities LLC 2011 - Present
New York Life Insurance Company 2011 - Present
NaseCare February 2011 - June 2011
Dolabany Communications Group January 2005 - January 2010
DI Group January 2001 - December 2004
Spotwise 1986 - 1988
Skills
401k Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, IRA Rollovers, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Supplements to Employee..., Wealth Preservation..., Investments, 401k, Financial Services, IRAs, Insurance, Life Insurance, Marketing, Network Marketing..., Sales, Small Business, Strategic Planning, Wealth, Social Media, Team Building
Education
University of Illinois at Urbana-Champaign
BS, Communications, Honors
Michael Frake, CLF, LUTCF's NYLIFE Securities LLC Experience February 2002 - June 2006
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2006 - Present
Eagle Strategies, LLC December 2004 - June 2006
NYLIFE Securities LLC February 2002 - June 2006
New York Life Insurance Company December 2001 - June 2006
Skills
Financial Recruiting, Interviewing, Time Management, Multi-Tasking Skills, Training, Communication, Thought Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellow (CLF)
The American College 2002 — 2004
Life Underwriter Training Council Fellow (LUTCF)
University of Delaware 1996 — 2001
Bachelor of Science, Hotel, Restaurant and Institutional Management
Christian Brothers Academy 1992 — 1996
High School Diploma
New York Life Insurance Company June 2006 - Present
Eagle Strategies, LLC December 2004 - June 2006
NYLIFE Securities LLC February 2002 - June 2006
New York Life Insurance Company December 2001 - June 2006
Skills
Financial Recruiting, Interviewing, Time Management, Multi-Tasking Skills, Training, Communication, Thought Leadership
Education
The American College 2012 — 2012
Chartered Leadership Fellow (CLF)
The American College 2002 — 2004
Life Underwriter Training Council Fellow (LUTCF)
University of Delaware 1996 — 2001
Bachelor of Science, Hotel, Restaurant and Institutional Management
Christian Brothers Academy 1992 — 1996
High School Diploma
Patrick Kellerman Patrick Kellerman's NYLIFE Securities LLC Experience August 2012 - April 2014
Job Agency Owner Patrick Kellerman Agency at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance April 2014 - Present
New York Life Insurance Company August 2012 - April 2014
NYLIFE Securities LLC August 2012 - April 2014
Consolidated Solar Technologies, LLC March 2011 - July 2012
IP5280 COMMUNICATIONS July 2010 - February 2011
PROMARK RESEARCH CORPORATION June 2008 - January 2010
Kraft Foods June 2005 - February 2008
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Property & Casualty..., Retirement, Umbrella Insurance, Commercial Insurance, Asset Protection, Key Person Protection, Small Business, Annuity Sales, Protection..., Time Management, Fixed Annuities, Life Insurance, Finance, Term Life Insurance, Leadership, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Marketing
Farmers Insurance April 2014 - Present
New York Life Insurance Company August 2012 - April 2014
NYLIFE Securities LLC August 2012 - April 2014
Consolidated Solar Technologies, LLC March 2011 - July 2012
IP5280 COMMUNICATIONS July 2010 - February 2011
PROMARK RESEARCH CORPORATION June 2008 - January 2010
Kraft Foods June 2005 - February 2008
Skills
Insurance, Retirement Planning, Estate Planning, Licensed Life Insurance..., Property & Casualty..., Retirement, Umbrella Insurance, Commercial Insurance, Asset Protection, Key Person Protection, Small Business, Annuity Sales, Protection..., Time Management, Fixed Annuities, Life Insurance, Finance, Term Life Insurance, Leadership, Financial Services
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Marketing
Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF Joe Lan Hong, CLU, CHFC,CASL, CLTC, LUTCF's NYLIFE Securities LLC Experience December 1995 - Present
Job Dedicated Financial Adviser with Eagle Stategies LLC. since 1995
Industry Financial Services
Experience
Eagle Strategies LLC December 1995 - Present
New York Life Insurance Company December 1995 - Present
Nylife Securities LLC. December 1995 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Asset Protection, Annuity Sales, CLU ( Chartered Life..., Gifting Strategies, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Strategic Financial..., Long Term Care Insurance, Life Insurance, 401k, Financial Planning
Education
The American College 1996 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living
Lasan Taberd
Eagle Strategies LLC December 1995 - Present
New York Life Insurance Company December 1995 - Present
Nylife Securities LLC. December 1995 - Present
Skills
Retirement Planning, Insurance, Estate Planning, Investments, Asset Protection, Annuity Sales, CLU ( Chartered Life..., Gifting Strategies, Key Person Protection, Legacies, 401k Rollovers, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Wealth Preservation..., Strategic Financial..., Long Term Care Insurance, Life Insurance, 401k, Financial Planning
Education
The American College 1996 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living
Lasan Taberd
Matt Kahle'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
New York Life Insurance Company December 2009 - Present
Specialty Group, INC June 2008 - November 2009
Liberty Mutual Insurance January 1987 - June 2008
Skills
Insurance, Retirement, Estate Planning, Retirement Planning, Investments, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi Tasking, Protection..., Succession Planning, Wealth Preservation..., Time Management, Life Insurance, Sales, Customer Service, Marketing Strategy, Public Speaking, Property & Casualty..., Finance, Management
Education
University of Kentucky 1980 — 1985
BBA, Marketing
NYLIFE Securities LLC December 2009 - Present
New York Life Insurance Company December 2009 - Present
Specialty Group, INC June 2008 - November 2009
Liberty Mutual Insurance January 1987 - June 2008
Skills
Insurance, Retirement, Estate Planning, Retirement Planning, Investments, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi Tasking, Protection..., Succession Planning, Wealth Preservation..., Time Management, Life Insurance, Sales, Customer Service, Marketing Strategy, Public Speaking, Property & Casualty..., Finance, Management
Education
University of Kentucky 1980 — 1985
BBA, Marketing
Citlalli Rojas : Partner, New York Life Insurance Company Citlalli Rojas : Partner, New York Life Insurance Company's NYLIFE Securities LLC Experience December 2008 - January 2013
Job Hiring and Developing Talented, Entrepreneurial Individuals who are Interested in Joining Financial Services
Industry Financial Services
Experience
New York Life Insurance Company/ NYLIFE Securities LLC January 2013 - Present
NYLIFE Securities LLC December 2008 - January 2013
Skills
Personal Planning, College Savings Plans, Retirement Planning, Annuities, IRA's, Insurance, IRAs, Plannning, Financial Services, Fixed Annuities, Training, Life Insurance, Securities, Retirement, Business Planning, Finance, Leadership, Long Term Care Insurance, Mutual Funds, Term Life Insurance, Recruiting, Financial Planners, Investments, 401k Rollovers, Whole Life, Roth IRA, 529 Plans, Permanent Life Insurance, Employee Benefits, Universal Life, Variable Annuities, Disability Insurance, Estate Planning, Wealth Accumulation, Long-term Care, Financial Planning
Education
The University of Texas-Pan American 2005 — 2008
Bachelor of Science in Business Administration, Finance
New York Life Insurance Company/ NYLIFE Securities LLC January 2013 - Present
NYLIFE Securities LLC December 2008 - January 2013
Skills
Personal Planning, College Savings Plans, Retirement Planning, Annuities, IRA's, Insurance, IRAs, Plannning, Financial Services, Fixed Annuities, Training, Life Insurance, Securities, Retirement, Business Planning, Finance, Leadership, Long Term Care Insurance, Mutual Funds, Term Life Insurance, Recruiting, Financial Planners, Investments, 401k Rollovers, Whole Life, Roth IRA, 529 Plans, Permanent Life Insurance, Employee Benefits, Universal Life, Variable Annuities, Disability Insurance, Estate Planning, Wealth Accumulation, Long-term Care, Financial Planning
Education
The University of Texas-Pan American 2005 — 2008
Bachelor of Science in Business Administration, Finance
John Paul Abenoja John Paul Abenoja's NYLIFE Securities LLC Experience August 2011 - Present
Job Agent with New York Life specializing in retirement, estate, distribution planning, insurance protection
Industry Financial Services
Experience
NYLIFE Securities LLC August 2011 - Present
New York Life Insurance Company November 2010 - Present
Hawaii Pacific Health June 2006 - February 2011
Akamine, Oyadomari, & Kosaki Certified Public Accountants, Inc. September 2005 - June 2006
Tax Relief Services February 2005 - June 2005
Skills
Retirement, Accounting, Retirement Planning, Wealth Preservation..., Annuity Sales, Licensed Life Insurance..., Protection..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Key Person Protection, Legacies, Licensed in Long-Term..., Multi-generational..., Multi-generational..., Multi-tasking Skills
Education
University of Hawaii at Manoa 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Moanalua High School
NYLIFE Securities LLC August 2011 - Present
New York Life Insurance Company November 2010 - Present
Hawaii Pacific Health June 2006 - February 2011
Akamine, Oyadomari, & Kosaki Certified Public Accountants, Inc. September 2005 - June 2006
Tax Relief Services February 2005 - June 2005
Skills
Retirement, Accounting, Retirement Planning, Wealth Preservation..., Annuity Sales, Licensed Life Insurance..., Protection..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Key Person Protection, Legacies, Licensed in Long-Term..., Multi-generational..., Multi-generational..., Multi-tasking Skills
Education
University of Hawaii at Manoa 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Moanalua High School
Philip Nguyen, CLTC Philip Nguyen, CLTC's NYLIFE Securities LLC Experience June 2011 - Present
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Estate Planning, Retirement, 401k Rollovers, Coaching, Mentoring, Training & Development, Business Insurance..., Education Funding..., Life Insurance..., Retirement Income..., Career Development
Education
The American College 2013 — 2015
CLU
CSU Fresno 1991 — 1995
FINRA
6,63,26
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC June 2011 - Present
Skills
Insurance, Financial Services, Life Insurance, Retirement Planning, Estate Planning, Retirement, 401k Rollovers, Coaching, Mentoring, Training & Development, Business Insurance..., Education Funding..., Life Insurance..., Retirement Income..., Career Development
Education
The American College 2013 — 2015
CLU
CSU Fresno 1991 — 1995
FINRA
6,63,26
Ryan Blaire Ryan Blaire's NYLIFE Securities LLC Experience July 2013 - Present
Job Dedicated Financial Services Professional and Licensed Insurance Agent Helping To Protect Families & Small Businesses
Industry Financial Services
Experience
NYLIFE Securities, LLC July 2013 - Present
New York Life Insurance Company July 2013 - Present
97.9 WRMF July 2011 - July 2013
ReachLocal January 2011 - August 2011
CBS Radio April 2007 - January 2011
Clear Channel Radio August 2004 - April 2007
Interep August 2002 - August 2004
Westwood One November 1999 - August 2002
Steiner Sports August 1998 - November 2000
Skills
Licensed Life Insurance..., 401(k) Rollovers, Asset Protection, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Business Relationship..., Investments, Estate Planning, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management
Education
University of Maryland College Park 1995 — 1999
BACHELOR OF ARTS IN COMMUNICATIONS, 3.3 GPA
Lawrence High School – Cedarhurst, New York, USA 1991 — 1995
HIGH SCHOOL
NYLIFE Securities, LLC July 2013 - Present
New York Life Insurance Company July 2013 - Present
97.9 WRMF July 2011 - July 2013
ReachLocal January 2011 - August 2011
CBS Radio April 2007 - January 2011
Clear Channel Radio August 2004 - April 2007
Interep August 2002 - August 2004
Westwood One November 1999 - August 2002
Steiner Sports August 1998 - November 2000
Skills
Licensed Life Insurance..., 401(k) Rollovers, Asset Protection, Insurance, Key Person Protection, Retirement Planning, Wealth Preservation..., Business Relationship..., Investments, Estate Planning, Gifting Strategies, Legacies, Multi-generational..., Multi-generational..., Multi-tasking Skills, Protection..., Retirement, Small Business, Succession Planning, Thought Leadership, Time Management
Education
University of Maryland College Park 1995 — 1999
BACHELOR OF ARTS IN COMMUNICATIONS, 3.3 GPA
Lawrence High School – Cedarhurst, New York, USA 1991 — 1995
HIGH SCHOOL
Kyle Schlichenmayer's NYLIFE Securities LLC Experience March 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Diamond Wireless November 2011 - April 2013
Meadow Lark Agency January 2010 - October 2011
Meadow Lark Agency January 2010 - December 2010
Skills
Customer Service, Sales, Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Life Insurance
Education
The University of Montana - School of Business Administration 2003 — 2007
Business Administration, Marketing and Management
Billings West 2000 — 2003
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Diamond Wireless November 2011 - April 2013
Meadow Lark Agency January 2010 - October 2011
Meadow Lark Agency January 2010 - December 2010
Skills
Customer Service, Sales, Management, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Life Insurance
Education
The University of Montana - School of Business Administration 2003 — 2007
Business Administration, Marketing and Management
Billings West 2000 — 2003
Leila Dudley Leila Dudley's NYLIFE Securities LLC Experience July 2011 - September 2014
Job Owner and Financial Advisor, Mosaic Wealth Strategies, LLC
Industry Financial Services
Experience
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
Mosaic Wealth Strategies, LLC October 2014 - Present
Eagle Strategies, LLC May 2014 - Present
New York Life Insurance Company January 2011 - Present
Hudson Financial Group January 2011 - October 2014
NYLIFE Securities LLC July 2011 - September 2014
Skills
Strategic Planning, Public Speaking
Education
The University of Georgia
Bachelor's Degree, Psychology
University of South Carolina-Columbia
Master's Degree, Social Work
Willow Drazen Willow Drazen's NYLIFE Securities LLC Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company June 2014 - Present
Hines June 2013 - September 2013
The Help Group July 2010 - August 2011
Barnes & Noble August 2009 - May 2010
Skills
Time Management, Leadership, Social Networking, Education Funding..., Customer Service, Supplements to Employee..., Risk Management, Legacies, Personal Finance, Protection..., Life Insurance..., Lifetime Income..., Asset Protection, Business Development, Succession Planning, Spanish, Teamwork, Customer Satisfaction, Microsoft Excel, Problem Solving, PowerPoint, Customer Relations, Investments, Wealth Preservation..., Employee Benefits
Education
UCLA 2010 — 2014
Bachelor's Degree, Political Science- International Relations, Graduated
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Political Science
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company June 2014 - Present
Hines June 2013 - September 2013
The Help Group July 2010 - August 2011
Barnes & Noble August 2009 - May 2010
Skills
Time Management, Leadership, Social Networking, Education Funding..., Customer Service, Supplements to Employee..., Risk Management, Legacies, Personal Finance, Protection..., Life Insurance..., Lifetime Income..., Asset Protection, Business Development, Succession Planning, Spanish, Teamwork, Customer Satisfaction, Microsoft Excel, Problem Solving, PowerPoint, Customer Relations, Investments, Wealth Preservation..., Employee Benefits
Education
UCLA 2010 — 2014
Bachelor's Degree, Political Science- International Relations, Graduated
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Political Science
Jose Ortiz'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
Skills
Recruiting, Finance, Leadership, Management, Employee Benefits, Social Networking, Training, Marketing, Public Speaking, Business Planning, Networking, Social Media, Awesomeness, Life Insurance, Mutual Funds, Roth IRA, Simple IRA
Education
Kaplan University, San Francisco, CA 2013 — 2014
Universidad de Guadalajara 1991 — 1993
NYLIFE Securities LLC April 2015 - Present
Skills
Recruiting, Finance, Leadership, Management, Employee Benefits, Social Networking, Training, Marketing, Public Speaking, Business Planning, Networking, Social Media, Awesomeness, Life Insurance, Mutual Funds, Roth IRA, Simple IRA
Education
Kaplan University, San Francisco, CA 2013 — 2014
Universidad de Guadalajara 1991 — 1993
Peter S. Ince, CLU, ChFC, CASL Peter S. Ince, CLU, ChFC, CASL's NYLIFE Securities LLC Experience January 1989 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company January 1988 - Present
Skills
401k Rollovers, Licensed in Long Term..., Business Succesion..., Employee Benefits, Estate Planning, Income Protection, Investments, Life Insurance Planning, Mutual Funds, Retirement Planning, IRAs
Education
The American College
NYLIFE Securities LLC January 1989 - Present
New York Life Insurance Company January 1988 - Present
Skills
401k Rollovers, Licensed in Long Term..., Business Succesion..., Employee Benefits, Estate Planning, Income Protection, Investments, Life Insurance Planning, Mutual Funds, Retirement Planning, IRAs
Education
The American College
Justin Lindahl's NYLIFE Securities LLC Experience November 2012 - Present
Job I Take the Fear Out of People's Money Decisions
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Professional Networking Group January 2013 - Present
New Haven Old Black Rugby Football Club November 2014 - Present
East Haven Chamber of Commerce March 2014 - Present
Arendholz Bryan & Associates, PC June 2010 - November 2012
Nurse Alarm Systems, Inc August 2010 - July 2012
Nurse Alarm Systems, Inc August 2010 - March 2012
Skills
Leadership, Small Business, Life Insurance, Insurance, Retirement, Finance, Securities, Financial Services, Estate Planning, Investments, Entrepreneurship, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Employee Benefits, Series 6, Strategic Planning, Long Term Care Insurance, Mutual Funds, Annuity Sales, Asset Protection, Permanent Life Insurance, 401k Rollovers, Guaranteed Lifetime..., Team Leadership, Key Person Protection, Gifting Strategies, Wealth Preservation..., Multi-generational..., Multi-generational..., Legacies, Succession Planning, Start-ups, Sales Management, Series 63, IRAs, Roth IRA, Rollovers, 403 b, 457 Plans, Deferred Compensation, 529 Plans, Strategic Financial..., Business Planning, Protection..., Cash Flow Management, Business Management, Financial Planning
Education
University of Delaware 2006 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor’s Degree, Marketing
Daniel Hand High School 2003 — 2006
High School, General Studies
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC November 2012 - Present
Professional Networking Group January 2013 - Present
New Haven Old Black Rugby Football Club November 2014 - Present
East Haven Chamber of Commerce March 2014 - Present
Arendholz Bryan & Associates, PC June 2010 - November 2012
Nurse Alarm Systems, Inc August 2010 - July 2012
Nurse Alarm Systems, Inc August 2010 - March 2012
Skills
Leadership, Small Business, Life Insurance, Insurance, Retirement, Finance, Securities, Financial Services, Estate Planning, Investments, Entrepreneurship, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Employee Benefits, Series 6, Strategic Planning, Long Term Care Insurance, Mutual Funds, Annuity Sales, Asset Protection, Permanent Life Insurance, 401k Rollovers, Guaranteed Lifetime..., Team Leadership, Key Person Protection, Gifting Strategies, Wealth Preservation..., Multi-generational..., Multi-generational..., Legacies, Succession Planning, Start-ups, Sales Management, Series 63, IRAs, Roth IRA, Rollovers, 403 b, 457 Plans, Deferred Compensation, 529 Plans, Strategic Financial..., Business Planning, Protection..., Cash Flow Management, Business Management, Financial Planning
Education
University of Delaware 2006 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor’s Degree, Marketing
Daniel Hand High School 2003 — 2006
High School, General Studies
Rich Green, LUTCF's NYLIFE Securities LLC Experience May 2009 - May 2012
Job Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC May 2009 - May 2012
Reno Tahoe Open Foundation February 2005 - February 2009
Fairways & Greens Magazine 1997 - 2005
Skills
Retirement, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Succession Planning, Customer Service, Organizational..., Wealth Transfer..., Sales Force Development, Executive Management, Talent Management, Career Development, Permanent Life Insurance, Retirement Income..., Mentoring, Training Facilitation
Education
The American College 2011 — 2015
Chartered Life Underwriter
University of Nevada-Reno 1992 — 1997
Bachelor’s Degree
Columbine High School 1988 — 1991
High School
New York Life Insurance Company May 2012 - Present
NYLIFE Securities LLC May 2009 - May 2012
Reno Tahoe Open Foundation February 2005 - February 2009
Fairways & Greens Magazine 1997 - 2005
Skills
Retirement, Estate Planning, 401k Rollovers, Small Business, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Protection..., Succession Planning, Customer Service, Organizational..., Wealth Transfer..., Sales Force Development, Executive Management, Talent Management, Career Development, Permanent Life Insurance, Retirement Income..., Mentoring, Training Facilitation
Education
The American College 2011 — 2015
Chartered Life Underwriter
University of Nevada-Reno 1992 — 1997
Bachelor’s Degree
Columbine High School 1988 — 1991
High School
Albert Ventura Albert Ventura's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Services Professional helping families and business owners develop a sound financial strategy
Industry Insurance
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2014 - Present
Bank of America July 2011 - June 2014
Wells Fargo April 2010 - July 2011
FedEx Express March 2008 - March 2010
Aflac October 2006 - April 2009
FedEx Express September 1993 - August 2006
Island Developers Ltd. May 1991 - September 1993
US Navy January 1988 - March 1991
Skills
Sales, Insurance, Credit, Loans, Banking, Licensed Life and...
Education
University of Florida 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Entomology and Nematology
Santa Fe State College 1995 — 1997
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2014 - Present
Bank of America July 2011 - June 2014
Wells Fargo April 2010 - July 2011
FedEx Express March 2008 - March 2010
Aflac October 2006 - April 2009
FedEx Express September 1993 - August 2006
Island Developers Ltd. May 1991 - September 1993
US Navy January 1988 - March 1991
Skills
Sales, Insurance, Credit, Loans, Banking, Licensed Life and...
Education
University of Florida 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Entomology and Nematology
Santa Fe State College 1995 — 1997
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
Mark Bosley's NYLIFE Securities LLC Experience August 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company February 2013 - May 2013
Skills
Personal Finance, Retirement Planning, Investments, Wealth Preservation..., Estate Planning, Business Planning, Asset Protection, 401k Rollovers, Lifetime Income..., Mutual Funds, Small Business, Long Term Care Insurance, Whole Life Insurance, Risk Management, Multi-generational..., Multi-generational..., Legacies, Buy-sell Agreements, Protection..., Education Funding..., Problem Solving, Leadership, Business Development, Financial Services, Account Management, Succession Planning, Relationship Management, Strategic Planning, Retirement Income..., Life Insurance...
Education
The Ohio State University 2008 — 2013
Economics and Business, Economics and Business
Bishop Watterson High School 2004 — 2008
High School Diploma with Honors, College Prep
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company May 2013 - Present
New York Life Insurance Company February 2013 - May 2013
Skills
Personal Finance, Retirement Planning, Investments, Wealth Preservation..., Estate Planning, Business Planning, Asset Protection, 401k Rollovers, Lifetime Income..., Mutual Funds, Small Business, Long Term Care Insurance, Whole Life Insurance, Risk Management, Multi-generational..., Multi-generational..., Legacies, Buy-sell Agreements, Protection..., Education Funding..., Problem Solving, Leadership, Business Development, Financial Services, Account Management, Succession Planning, Relationship Management, Strategic Planning, Retirement Income..., Life Insurance...
Education
The Ohio State University 2008 — 2013
Economics and Business, Economics and Business
Bishop Watterson High School 2004 — 2008
High School Diploma with Honors, College Prep
Evan McGrath's NYLIFE Securities LLC Experience February 2015 - Present
Job Licensed Insurance Agent for New York Life at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company November 2014 - Present
Education
University of Central Florida 2007 — 2010
Bachelor Degree in Hospitality Management
Chaminade-Madonna College Prepatory 2002 — 2005
High School Diploma
NYLIFE Securities LLC February 2015 - Present
New York Life Insurance Company November 2014 - Present
Education
University of Central Florida 2007 — 2010
Bachelor Degree in Hospitality Management
Chaminade-Madonna College Prepatory 2002 — 2005
High School Diploma
Nicholas Cannady's NYLIFE Securities LLC Experience June 2015 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company September 2014 - Present
Education
The University of Kansas 2008 — 2013
Bachelor's degree, History and Political Science
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company September 2014 - Present
Education
The University of Kansas 2008 — 2013
Bachelor's degree, History and Political Science
Mary Sabo Mary Sabo's NYLIFE Securities LLC Experience April 2015 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company May 2014 - Present
Cobb County Schools August 2006 - July 2014
Alvernia University August 2004 - May 2006
Alvernia University August 2003 - May 2006
Ruby Tuesday May 2003 - August 2005
McDonald's May 1999 - December 2002
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Insurance, Protection Planning, Retirement Planning, Time Management, Leadership, Communication, Customer Satisfaction, Networking, Financial Services, Long-Term Care Insurance, IRA Rollovers, Risk Management
Education
The Art Institute of Pittsburgh-Online Division 2009 — 2010
Certificate, Digital Design Diploma
Alvernia College 2002 — 2006
Bachelor of Arts (B.A.), Elementary Education and Teaching
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company May 2014 - Present
Cobb County Schools August 2006 - July 2014
Alvernia University August 2004 - May 2006
Alvernia University August 2003 - May 2006
Ruby Tuesday May 2003 - August 2005
McDonald's May 1999 - December 2002
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Insurance, Protection Planning, Retirement Planning, Time Management, Leadership, Communication, Customer Satisfaction, Networking, Financial Services, Long-Term Care Insurance, IRA Rollovers, Risk Management
Education
The Art Institute of Pittsburgh-Online Division 2009 — 2010
Certificate, Digital Design Diploma
Alvernia College 2002 — 2006
Bachelor of Arts (B.A.), Elementary Education and Teaching
Daniel B. Santos Jr CLU, MA's NYLIFE Securities LLC Experience March 1993 - Present
Job Agent with New York Life Insurance Company & Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC March 1993 - Present
New York Life Insurance Company May 1992 - Present
National Republican Institute January 1987 - June 1990
National Republican Institute for International Affairs June 1986 - August 1986
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Retirement, Estate Planning, Employee Benefits, Disability Insurance, Financial Services, Fixed Annuities, Long-term Care, Securities, Analysis, Asset Management, Portfolio Management, Underwriting, 401k, Health Insurance, Finance, FINRA, Financial Analysis, Small Business, IRAs, Series 63, Mutual Funds, Long Term Care Insurance, College Savings Plans, Financial Planners, Wealth Management, 401k Rollovers
Education
University of Kentucky 1985 — 1987
M.A., International Finance
University of Kentucky 1981 — 1985
BA, Political Science
St. Xavier High School, Louisville, KY 1978 — 1981
NYLIFE Securities LLC March 1993 - Present
New York Life Insurance Company May 1992 - Present
National Republican Institute January 1987 - June 1990
National Republican Institute for International Affairs June 1986 - August 1986
Skills
Retirement Planning, Insurance, Investments, Life Insurance, Retirement, Estate Planning, Employee Benefits, Disability Insurance, Financial Services, Fixed Annuities, Long-term Care, Securities, Analysis, Asset Management, Portfolio Management, Underwriting, 401k, Health Insurance, Finance, FINRA, Financial Analysis, Small Business, IRAs, Series 63, Mutual Funds, Long Term Care Insurance, College Savings Plans, Financial Planners, Wealth Management, 401k Rollovers
Education
University of Kentucky 1985 — 1987
M.A., International Finance
University of Kentucky 1981 — 1985
BA, Political Science
St. Xavier High School, Louisville, KY 1978 — 1981
Jared Tevis's NYLIFE Securities LLC Experience September 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
The University of Arizona August 2010 - December 2014
Skills
Financial Statements, Financial Analysis, Bloomberg Terminal, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Customer Service, Client Relations, Account Management, Personal Finance, Risk Management, Life & Health Insurance...
Education
University of Arizona, Eller College of Management 2014 — 2016
Master's Degree, Science of Finance
University of Arizona 2010 — 2014
Bachelor’s Degree, Finance
Canyon Del Oro High School 2006 — 2010
Diploma
NYLIFE Securities LLC September 2015 - Present
New York Life Insurance Company July 2015 - Present
The University of Arizona August 2010 - December 2014
Skills
Financial Statements, Financial Analysis, Bloomberg Terminal, Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Customer Service, Client Relations, Account Management, Personal Finance, Risk Management, Life & Health Insurance...
Education
University of Arizona, Eller College of Management 2014 — 2016
Master's Degree, Science of Finance
University of Arizona 2010 — 2014
Bachelor’s Degree, Finance
Canyon Del Oro High School 2006 — 2010
Diploma
Erik Brown, CFP®'s NYLIFE Securities LLC Experience January 2009 - Present
Job Dedicated Financial Adviser, active member of the central Ohio community, blessed father and loving husband
Industry Financial Services
Experience
New York Life Insurance Company January 2009 - Present
NYLIFE Securities LLC January 2009 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Insurance, Retirement, Estate Planning, Wealth Preservation..., Protection..., Multi-generational..., Annuity Sales, Licensed Life Insurance..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Legacies, Multi-Generational..., Thought Leadership, Licensed in Long-Term..., IRA Rollovers, Account Management, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Relations, Customer Retention, Education Funding..., Investments, LGBT Planning, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Term Life Insurance, Finance, Key Person Protection, Fixed Annuities, Multi-general planning, Multi-general wealth...
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BA, Finance
Wellsville High School 2000 — 2004
New York Life Insurance Company January 2009 - Present
NYLIFE Securities LLC January 2009 - Present
Eagle Strategies, LLC January 2014 - Present
Skills
Insurance, Retirement, Estate Planning, Wealth Preservation..., Protection..., Multi-generational..., Annuity Sales, Licensed Life Insurance..., Life Insurance, 401(k) Rollovers, Gifting Strategies, Legacies, Multi-Generational..., Thought Leadership, Licensed in Long-Term..., IRA Rollovers, Account Management, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Giving, Customer Relations, Customer Retention, Education Funding..., Investments, LGBT Planning, Lifetime Income..., Networking, Permanent Life Insurance, Personal Finance, Public Speaking, Retirement Planning, Small Business, Supplements to Employee..., Term Life Insurance, Finance, Key Person Protection, Fixed Annuities, Multi-general planning, Multi-general wealth...
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BA, Finance
Wellsville High School 2000 — 2004
Sharon Welch-Blair, CLU, ChFC Sharon Welch-Blair, CLU, ChFC's NYLIFE Securities LLC Experience January 1987 - Present
Job CEO at Empire Financial Architects helping individuals, families and businesses create and manage wealth.
Industry Financial Services
Experience
Empire Financial Architects January 2000 - Present
New York Life Insurance Company January 1987 - Present
NYLIFE Securities LLC January 1987 - Present
Eagle Strategies, LLC January 1987 - Present
The Empress of Little Rock January 1993 - Present
Skills
Financial Analysis, Asset Protection, Insurance, Guaranteed Lifetime..., Budgets, Marketing Strategy, Account Management, Public Speaking, Event Management, Public Relations, Hospitality, Tourism, Small Business, Social Media Marketing
Education
University of Arkansas at Little Rock 1988 — 1993
undergrad, Liberal Arts
Empire Financial Architects January 2000 - Present
New York Life Insurance Company January 1987 - Present
NYLIFE Securities LLC January 1987 - Present
Eagle Strategies, LLC January 1987 - Present
The Empress of Little Rock January 1993 - Present
Skills
Financial Analysis, Asset Protection, Insurance, Guaranteed Lifetime..., Budgets, Marketing Strategy, Account Management, Public Speaking, Event Management, Public Relations, Hospitality, Tourism, Small Business, Social Media Marketing
Education
University of Arkansas at Little Rock 1988 — 1993
undergrad, Liberal Arts
Dave Uchansky Dave Uchansky's NYLIFE Securities LLC Experience February 2006 - Present
Job Financial Services Professional at NYLIFE Securities LLC.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2006 - Present
Education
The University of Memphis
Political Science and Government
NYLIFE Securities LLC February 2006 - Present
Education
The University of Memphis
Political Science and Government
Angelo Valdez's NYLIFE Securities LLC Experience May 2013 - Present
Job Financial Services Professional at NYLIFE Securities specializing in Retirement, Estate and Business Planning.
Industry Financial Services
Experience
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Heel Inc. April 2010 - June 2013
Heel Inc. March 2006 - April 2010
Heartland Home Finance 2004 - 2006
Ameriquest Mortgage Company 2002 - 2004
MCI 1996 - 2002
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Retirement Income..., Life Insurance..., Supplements to Employee..., Business Planning, Leadership, Mutual Funds, Investments, Buy-sell Agreements, Team Building, Strategic Planning, Team Leadership, Business Development, Sales Operations, Marketing Strategy, Sales Presentations, Marketing, B2B, Account Management, Cross-functional Team..., Market Analysis, Market Research, Market Planning, Customer Satisfaction, Contract Negotiation, Sales, Direct Sales
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Universidad de Guanajuato 2000 — 2000
Spanish, History
The University of New Mexico 1995 — 2000
BA, Marketing and Operations Management
New York Life Insurance Company May 2013 - Present
NYLIFE Securities LLC May 2013 - Present
Heel Inc. April 2010 - June 2013
Heel Inc. March 2006 - April 2010
Heartland Home Finance 2004 - 2006
Ameriquest Mortgage Company 2002 - 2004
MCI 1996 - 2002
Skills
Retirement Planning, Estate Planning, 401k Rollovers, Retirement Income..., Life Insurance..., Supplements to Employee..., Business Planning, Leadership, Mutual Funds, Investments, Buy-sell Agreements, Team Building, Strategic Planning, Team Leadership, Business Development, Sales Operations, Marketing Strategy, Sales Presentations, Marketing, B2B, Account Management, Cross-functional Team..., Market Analysis, Market Research, Market Planning, Customer Satisfaction, Contract Negotiation, Sales, Direct Sales
Education
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Universidad de Guanajuato 2000 — 2000
Spanish, History
The University of New Mexico 1995 — 2000
BA, Marketing and Operations Management
George D. Murphy, III's NYLIFE Securities LLC Experience January 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
Dzik Investments March 2013 - February 2014
Patrick Henry High School September 2011 - September 2012
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Key Person Protection, Universal Life Insurance, Asset Protection, 401k Rollovers, Buy-sell Agreements, Legacy Planning, Annuity Sales, Supplements to Employee..., Team Building, Negotiation, Customer Service, Leadership, PowerPoint, Public Speaking, Sales, Project Management, Legal Research, CRM, Management, Sales, Sales Managment, Fitness, Microsoft Word, Direct Sales, B2B Marketing Strategy, Education Funding, Relationship Building, Legal Writing, Microsoft Office, Microsoft Excel, Hospitality, Insurance
Education
UCSB 2007 — 2011
BA, History
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company October 2014 - Present
Dzik Investments March 2013 - February 2014
Patrick Henry High School September 2011 - September 2012
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Key Person Protection, Universal Life Insurance, Asset Protection, 401k Rollovers, Buy-sell Agreements, Legacy Planning, Annuity Sales, Supplements to Employee..., Team Building, Negotiation, Customer Service, Leadership, PowerPoint, Public Speaking, Sales, Project Management, Legal Research, CRM, Management, Sales, Sales Managment, Fitness, Microsoft Word, Direct Sales, B2B Marketing Strategy, Education Funding, Relationship Building, Legal Writing, Microsoft Office, Microsoft Excel, Hospitality, Insurance
Education
UCSB 2007 — 2011
BA, History
Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF's NYLIFE Securities LLC Experience July 2009 - January 2013
Job SENIOR DEVELOPMENT MANAGER
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
Erica Larson'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 August 2014 - Present
Spice Modern Steakhouse April 2012 - June 2014
Skills
Leadership, Teamwork, Communication Skills, Building Relationships, Whole Life Insurance, Event Coordination, Retirement Planning, Customer Service, Business Planning, Event Planning
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Central Floirda
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Spice Modern Steakhouse April 2012 - June 2014
Skills
Leadership, Teamwork, Communication Skills, Building Relationships, Whole Life Insurance, Event Coordination, Retirement Planning, Customer Service, Business Planning, Event Planning
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Central Floirda
Jesica Liberman's NYLIFE Securities LLC Experience October 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company December 2012 - September 2014
Aflac October 2010 - November 2012
Skills
Spanish, Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Direct Sales, Business Strategy, Research
Education
New York University 2010 — 2011
Certificate, Marketing Research
University of Buenos Aires
Licentiate degree, Sociology
NYLIFE Securities LLC October 2014 - Present
New York Life Insurance Company December 2012 - September 2014
Aflac October 2010 - November 2012
Skills
Spanish, Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Direct Sales, Business Strategy, Research
Education
New York University 2010 — 2011
Certificate, Marketing Research
University of Buenos Aires
Licentiate degree, Sociology
James Tafolla's NYLIFE Securities LLC Experience October 2013 - Present
Job Helping families and small business owners develop a sound financial strategy
Industry Financial Services
Experience
NYLIFE Securities LLC October 2013 - Present
Skills
Securities, Financial Services, Finance, Insurance, Retirement Planning, Life Insurance, Investments, Financial Planning, Retirement, Fixed Annuities, Customer Service
Education
The University of Texas-Pan American 2003 — 2005
Bachelor of Business Administration (BBA), Finance, General
NYLIFE Securities LLC October 2013 - Present
Skills
Securities, Financial Services, Finance, Insurance, Retirement Planning, Life Insurance, Investments, Financial Planning, Retirement, Fixed Annuities, Customer Service
Education
The University of Texas-Pan American 2003 — 2005
Bachelor of Business Administration (BBA), Finance, General
Bob Goldenthal's NYLIFE Securities LLC Experience January 2012 - Present
Job Passionate Financial Professional helping friends and families in MI, NY, NJ, UT, HI and other states
Industry Insurance
Experience
NYLIFE Securities LLC January 2012 - Present
Goldenthal Family Services November 1988 - Present
Goldenthal Consultants, LLC October 2008 - January 2012
Chrysler May 2007 - December 2007
DaimlerChrysler May 2002 - June 2007
Michigania 2002 - 2004
DaimlerChrysler November 1999 - April 2002
Chrysler August 1996 - October 1999
Chrysler May 1993 - July 1996
Chrysler July 1991 - July 1995
Skills
Leadership, Life Insurance, Customer Satisfaction, Long Term Care Insurance, Sales, Fixed Annuities, 401k Rollovers, Asset Protection, Buy-sell Agreements, Charitable Giving, Education Funding..., Financial Services, Investments, IRA Rollovers, Legacy Planning, Retirement Planning, Public Speaking, Risk Management, Small Business, Wealth Transfer..., Wealth Preservation..., Creative Problem Solving, Personal Finance, Permanent Life Insurance, Term Life Insurance, Gifting Strategies, Grandchild Gifting, Key Person Insurance, LGBT Planning, Problem Solving, Continuous Improvement, Lean Manufacturing, Six Sigma, Management, Engineering Management, Marketing Strategy, Automotive Engineering, Planning, FMEA, Kaizen, Manufacturing..., Fixed Annuities*
Education
The University of Chicago - Booth School of Business 1974 — 1976
MBA, Economics, Marketing, Production Management
University of Michigan 1966 — 1973
Bachelor of Arts, Economic History
Cranbrook School 1964 — 1966
Diploma, College Prep
NYLIFE Securities LLC January 2012 - Present
Goldenthal Family Services November 1988 - Present
Goldenthal Consultants, LLC October 2008 - January 2012
Chrysler May 2007 - December 2007
DaimlerChrysler May 2002 - June 2007
Michigania 2002 - 2004
DaimlerChrysler November 1999 - April 2002
Chrysler August 1996 - October 1999
Chrysler May 1993 - July 1996
Chrysler July 1991 - July 1995
Skills
Leadership, Life Insurance, Customer Satisfaction, Long Term Care Insurance, Sales, Fixed Annuities, 401k Rollovers, Asset Protection, Buy-sell Agreements, Charitable Giving, Education Funding..., Financial Services, Investments, IRA Rollovers, Legacy Planning, Retirement Planning, Public Speaking, Risk Management, Small Business, Wealth Transfer..., Wealth Preservation..., Creative Problem Solving, Personal Finance, Permanent Life Insurance, Term Life Insurance, Gifting Strategies, Grandchild Gifting, Key Person Insurance, LGBT Planning, Problem Solving, Continuous Improvement, Lean Manufacturing, Six Sigma, Management, Engineering Management, Marketing Strategy, Automotive Engineering, Planning, FMEA, Kaizen, Manufacturing..., Fixed Annuities*
Education
The University of Chicago - Booth School of Business 1974 — 1976
MBA, Economics, Marketing, Production Management
University of Michigan 1966 — 1973
Bachelor of Arts, Economic History
Cranbrook School 1964 — 1966
Diploma, College Prep
Lawrence Coleman's NYLIFE Securities LLC Experience May 2013 - Present
Job Retirement Planning, Rollovers, Annuities, LongTerm Care Insurance, Mutual Funds, Life Insurance and RMD Strategies!
Industry Financial Services
Experience
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company 2013 - Present
Good Feet (Healthy Feet, Inc.) November 2002 - January 2013
The VOD Group May 2001 - February 2003
Demand Video Corp. May 2000 - May 2001
Independent Consultant May 1998 - July 2000
Prospect Network February 1997 - May 1998
Tele-TV Media October 1995 - February 1997
Bell Atlantic Video Services April 1993 - October 1995
EON, (Formerly: TV Answer), April 1990 - April 1993
Education
University of Dayton 1969 — 1972
Bachelor of Science (BS), Secondary Education and Teaching
St. John University, New York, NY
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
NYLIFE Securities LLC May 2013 - Present
New York Life Insurance Company 2013 - Present
Good Feet (Healthy Feet, Inc.) November 2002 - January 2013
The VOD Group May 2001 - February 2003
Demand Video Corp. May 2000 - May 2001
Independent Consultant May 1998 - July 2000
Prospect Network February 1997 - May 1998
Tele-TV Media October 1995 - February 1997
Bell Atlantic Video Services April 1993 - October 1995
EON, (Formerly: TV Answer), April 1990 - April 1993
Education
University of Dayton 1969 — 1972
Bachelor of Science (BS), Secondary Education and Teaching
St. John University, New York, NY
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Sam Winward Sam Winward's NYLIFE Securities LLC Experience October 2008 - Present
Job Dedicated Financial Adviser helping families and businesses in Cache Valley and beyond ChFC®, CLU®, LUTCF, CLTC
Industry Financial Services
Experience
Winward Financial Insurance & Investments LLC December 2011 - Present
Eagle Strategies, LLC (New York Life Company) January 2012 - Present
NYLIFE Securities LLC October 2008 - Present
New York Life Insurance Company May 2008 - Present
Frontier Adjusters September 2002 - July 2008
Cerner Corporation January 2002 - September 2002
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Licensed in Long-Term..., Securities, Financial Services, FINRA, Life Insurance, Customer Service, Sales, Fixed Annuities, Leadership
Education
The University of Georgia 2000 — 2001
M. Ed., Instructional Technology
Utah State University 1994 — 2000
BS, Environmental Engineering
Soda Springs High School 1990 — 1994
Winward Financial Insurance & Investments LLC December 2011 - Present
Eagle Strategies, LLC (New York Life Company) January 2012 - Present
NYLIFE Securities LLC October 2008 - Present
New York Life Insurance Company May 2008 - Present
Frontier Adjusters September 2002 - July 2008
Cerner Corporation January 2002 - September 2002
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, CLU, Communication, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., LUTCF, Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation..., Licensed in Long-Term..., Securities, Financial Services, FINRA, Life Insurance, Customer Service, Sales, Fixed Annuities, Leadership
Education
The University of Georgia 2000 — 2001
M. Ed., Instructional Technology
Utah State University 1994 — 2000
BS, Environmental Engineering
Soda Springs High School 1990 — 1994
Terry Berke Terry Berke's NYLIFE Securities LLC Experience September 2009 - April 2013
Job Member Services Manager at Silicon Integration Initiative, Inc.
Industry Semiconductors
Experience
Silicon Integration Initiative, Inc. July 2015 - Present
Next Page Financial April 2013 - June 2015
NYLIFE Securities LLC September 2009 - April 2013
SEMI January 1995 - March 2009
SEMI January 1991 - January 1995
SEMI June 1989 - January 1991
Skills
Strategic Planning, Sales, Marketing, Marketing Strategy, New Business Development, Competitive Analysis, Account Management, Business Development, Project Management, Team Building, Management, Customer Service, Cross-functional Team..., Marketing Communications, Public Relations, Life Insurance, Event Planning, Retirement Planning, Fixed Annuities, Social Media Marketing, Program Management, Product Marketing, Product Management, Strategy, Strategic Partnerships, CRM, Volunteer Management, Committee Management
Education
University of Illinois at Urbana-Champaign
BS, MS, Journalism, Advertising
Silicon Integration Initiative, Inc. July 2015 - Present
Next Page Financial April 2013 - June 2015
NYLIFE Securities LLC September 2009 - April 2013
SEMI January 1995 - March 2009
SEMI January 1991 - January 1995
SEMI June 1989 - January 1991
Skills
Strategic Planning, Sales, Marketing, Marketing Strategy, New Business Development, Competitive Analysis, Account Management, Business Development, Project Management, Team Building, Management, Customer Service, Cross-functional Team..., Marketing Communications, Public Relations, Life Insurance, Event Planning, Retirement Planning, Fixed Annuities, Social Media Marketing, Program Management, Product Marketing, Product Management, Strategy, Strategic Partnerships, CRM, Volunteer Management, Committee Management
Education
University of Illinois at Urbana-Champaign
BS, MS, Journalism, Advertising
Kelli Wiethorn Kelli Wiethorn's NYLIFE Securities LLC Experience November 2013 - September 2015
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Firebreather Productions January 2009 - Present
MWJ Construction January 2008 - Present
Fancy Free Farms January 2004 - Present
NYLIFE Securities LLC November 2013 - September 2015
VMware April 2012 - June 2013
Google August 2011 - November 2011
Mutual Mobile April 2010 - July 2011
iProfile October 2009 - April 2010
Dell Inc January 2006 - May 2009
Dell Inc May 2004 - December 2005
Skills
401k Rollovers, Variable Annuities, Annuity Sales, Investments, Retirement Planning, Wealth Preservation..., Estate Planning, Life Insurance, Asset Protection, Small Business, Protection..., Multi-generational..., Strategic Partnerships, Social Media Marketing, Advertising, Salesforce.com, Sales, Account Management, Marketing, Channel Partners, Social Media, Mobile Devices, Enterprise Software, Lead Generation, Online Marketing, Virtualization, Creative Direction, Social Networking, Mobile Applications, VMware, Negotiation, SaaS, Copywriting, Photography, Facebook, Project Management, Business Acumen, Film Editing, Film Production, Creative Writing, Documentaries, Basecamp, Adobe Creative Suite, Social Networking Sites, Copy Editing, Video Editing, Problem Solving, Software Project..., Offshore Project..., Company Branding
Education
The University of Texas at Austin 1999 — 2003
BS, Advertising
Vanguard College Preparatory 1995 — 1999
St. Paul's Episcopal 1983 — 1993
Firebreather Productions January 2009 - Present
MWJ Construction January 2008 - Present
Fancy Free Farms January 2004 - Present
NYLIFE Securities LLC November 2013 - September 2015
VMware April 2012 - June 2013
Google August 2011 - November 2011
Mutual Mobile April 2010 - July 2011
iProfile October 2009 - April 2010
Dell Inc January 2006 - May 2009
Dell Inc May 2004 - December 2005
Skills
401k Rollovers, Variable Annuities, Annuity Sales, Investments, Retirement Planning, Wealth Preservation..., Estate Planning, Life Insurance, Asset Protection, Small Business, Protection..., Multi-generational..., Strategic Partnerships, Social Media Marketing, Advertising, Salesforce.com, Sales, Account Management, Marketing, Channel Partners, Social Media, Mobile Devices, Enterprise Software, Lead Generation, Online Marketing, Virtualization, Creative Direction, Social Networking, Mobile Applications, VMware, Negotiation, SaaS, Copywriting, Photography, Facebook, Project Management, Business Acumen, Film Editing, Film Production, Creative Writing, Documentaries, Basecamp, Adobe Creative Suite, Social Networking Sites, Copy Editing, Video Editing, Problem Solving, Software Project..., Offshore Project..., Company Branding
Education
The University of Texas at Austin 1999 — 2003
BS, Advertising
Vanguard College Preparatory 1995 — 1999
St. Paul's Episcopal 1983 — 1993
Krystal Macias's NYLIFE Securities LLC Experience 2011 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC 2011 - Present
Education
University of Houston 2008 — 2011
Bachelor's degree, Finance and Minor in Entrepreneurship
University of Houston
NYLIFE Securities LLC 2011 - Present
Education
University of Houston 2008 — 2011
Bachelor's degree, Finance and Minor in Entrepreneurship
University of Houston
Michael Bustos Michael Bustos'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 April 2014 - Present
Latham & Watkins January 2013 - November 2013
Disney ABC Television Group 2008 - 2009
Skills
Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, Term Life Insurance, Sales, Retirement Planning, Retirement, Networking, Buy-sell Agreements, charitable giving, Lifetime Income..., Small Business, Protection..., Permanent Life Insurance, Grandchild Gifting, Key Person Insurance, Problem Solving, Legacies, Legacy Planning
Education
Thomas Jefferson School of Law 2009 — 2012
Doctor of Law (JD)
Villanova University 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
Loyola High School
St. Philip the Apostle
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company April 2014 - Present
Latham & Watkins January 2013 - November 2013
Disney ABC Television Group 2008 - 2009
Skills
Estate Planning, Insurance, Licensed Life Insurance..., Life Insurance, Term Life Insurance, Sales, Retirement Planning, Retirement, Networking, Buy-sell Agreements, charitable giving, Lifetime Income..., Small Business, Protection..., Permanent Life Insurance, Grandchild Gifting, Key Person Insurance, Problem Solving, Legacies, Legacy Planning
Education
Thomas Jefferson School of Law 2009 — 2012
Doctor of Law (JD)
Villanova University 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
Loyola High School
St. Philip the Apostle
Steven B. Loving, CLU, ChFC's NYLIFE Securities LLC Experience June 1992 - October 2014
Job Licensed Agent at Retirement Concepts Group, L.L.C.
Industry Insurance
Experience
Retirement Concepts Group, L.L.C. December 2014 - Present
NYLIFE Securities, LLC June 1992 - October 2014
New York Life Insurance Company June 1992 - October 2014
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Key Person Protection, 401(k) Rollovers, CLU, Gifting Strategies, Legacies, Weath Preservation..., Proctection..., Succession Planning
Education
University of Kansas 1986 — 1991
Bachelor of Science, Business Administration
The American College 2003 — 2005
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Retirement Concepts Group, L.L.C. December 2014 - Present
NYLIFE Securities, LLC June 1992 - October 2014
New York Life Insurance Company June 1992 - October 2014
Skills
Life Insurance, Retirement Planning, Annuity Sales, Estate Planning, Key Person Protection, 401(k) Rollovers, CLU, Gifting Strategies, Legacies, Weath Preservation..., Proctection..., Succession Planning
Education
University of Kansas 1986 — 1991
Bachelor of Science, Business Administration
The American College 2003 — 2005
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Jeffrey E. Strout's NYLIFE Securities LLC Experience July 1984 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC July 1984 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Investments, Mutual Funds, Strategic Financial..., Insurance, IRAs, Estate Planning, Life Insurance, Long-term Care, Disability Insurance, Series 63, Wealth Management
Education
Tufts University 1969 — 1973
Bachelor of Science (BS)
NYLIFE Securities LLC July 1984 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Investments, Mutual Funds, Strategic Financial..., Insurance, IRAs, Estate Planning, Life Insurance, Long-term Care, Disability Insurance, Series 63, Wealth Management
Education
Tufts University 1969 — 1973
Bachelor of Science (BS)
Anna Chin's NYLIFE Securities LLC Experience 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Fringe Benefit Group April 2013 - December 2014
WhiteGlove Health March 2012 - March 2013
QuickGifts September 2011 - February 2012
CIGNA January 2010 - April 2011
CIGNA June 2008 - January 2010
CIGNA December 2006 - January 2008
Health Net February 2003 - April 2006
WellPoint December 2001 - December 2003
Skills
Leadership, Insurance, Life Insurance, Management, Term Life Insurance, Retirement Planning, Disability Insurance, Business Development, Brokers, Customer Retention, Small Business, Business Planning, Whole Life, Licensed in Long Term..., Education Funding..., whole life insurance, 401k, Annuity Sales, Estate Planning, Wealth Preservation..., Retirement Income..., Mutual Funds, Key Person Protection, Buy-sell Agreements, Team Building, Marketing, Customer Service
Education
University of California, San Diego 1997 — 1999
BA, Communications
University of California, Santa Cruz 1995 — 1997
Communication and Media Studies
NYLIFE Securities LLC 2014 - Present
New York Life Insurance Company 2014 - Present
Fringe Benefit Group April 2013 - December 2014
WhiteGlove Health March 2012 - March 2013
QuickGifts September 2011 - February 2012
CIGNA January 2010 - April 2011
CIGNA June 2008 - January 2010
CIGNA December 2006 - January 2008
Health Net February 2003 - April 2006
WellPoint December 2001 - December 2003
Skills
Leadership, Insurance, Life Insurance, Management, Term Life Insurance, Retirement Planning, Disability Insurance, Business Development, Brokers, Customer Retention, Small Business, Business Planning, Whole Life, Licensed in Long Term..., Education Funding..., whole life insurance, 401k, Annuity Sales, Estate Planning, Wealth Preservation..., Retirement Income..., Mutual Funds, Key Person Protection, Buy-sell Agreements, Team Building, Marketing, Customer Service
Education
University of California, San Diego 1997 — 1999
BA, Communications
University of California, Santa Cruz 1995 — 1997
Communication and Media Studies
Gina M. Cromwell's NYLIFE Securities LLC Experience June 2004 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC June 2004 - Present
New York Life Insurance Company June 2004 - Present
National Association of Insurance and Financial Advisors January 2008 - January 2009
BNI, Arkansas January 2007 - January 2009
CAD-SCAN, Inc. January 1989 - June 2004
Skills
Retirement, Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Annuity Sales, Whole Life Insurance
Education
University of Arkansas at Little Rock 1979 — 1983
Emmerich Manual High School 1975 — 1979
NYLIFE Securities LLC June 2004 - Present
New York Life Insurance Company June 2004 - Present
National Association of Insurance and Financial Advisors January 2008 - January 2009
BNI, Arkansas January 2007 - January 2009
CAD-SCAN, Inc. January 1989 - June 2004
Skills
Retirement, Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Annuity Sales, Whole Life Insurance
Education
University of Arkansas at Little Rock 1979 — 1983
Emmerich Manual High School 1975 — 1979
Ryan Rushe's NYLIFE Securities LLC Experience September 2014 - Present
Job Agent at New York Life Insurance Company
Industry Real Estate
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Key Title May 2009 - April 2014
Costello Construction July 2007 - May 2009
Access National Bank June 2005 - June 2007
Skills
Financial Planning, Investments, 401k Rollovers, Asset Protection, Insurance, 529 Plans, Tax Strategy, Retirement Planning, Guaranteed Lifetime..., Annuities, Financial Services, Mortgage Lending, Banking, Management, Real Estate, Refinance
Education
York College of Pennsylvania 2002 — 2005
Bachelor of Business Administration (BBA), Minors: Entrepreneurship, Banking and Finance, Music Industry
University of Mary Washington 2000 — 2001
Bishop O'Connell 1996 — 2000
Armstrong
Mary Washington College
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company April 2014 - Present
Key Title May 2009 - April 2014
Costello Construction July 2007 - May 2009
Access National Bank June 2005 - June 2007
Skills
Financial Planning, Investments, 401k Rollovers, Asset Protection, Insurance, 529 Plans, Tax Strategy, Retirement Planning, Guaranteed Lifetime..., Annuities, Financial Services, Mortgage Lending, Banking, Management, Real Estate, Refinance
Education
York College of Pennsylvania 2002 — 2005
Bachelor of Business Administration (BBA), Minors: Entrepreneurship, Banking and Finance, Music Industry
University of Mary Washington 2000 — 2001
Bishop O'Connell 1996 — 2000
Armstrong
Mary Washington College
Sam Julien's NYLIFE Securities LLC Experience April 2011 - May 2013
Job Web Developer (contractor through IT Motives) at Energy Trust of Oregon
Industry Computer Software
Experience
Energy Trust of Oregon May 2015 - Present
Genesis Financial Solutions November 2014 - May 2015
VanderHouwen & Associates November 2014 - February 2015
TradePMR May 2013 - November 2014
NYLIFE Securities, LLC April 2011 - May 2013
New York Life Insurance Company December 2009 - May 2013
Brashear, Marsh, Kurdziel, and McCarty, P.L. June 2008 - June 2009
RE/MAX Professionals, Inc. May 2007 - April 2008
Skills
C#, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL, Retirement, Fixed Annuities, Insurance, Life Insurance, Customer Service, Public Speaking, Investments, Term Life Insurance, Disability Insurance, 401k Rollovers, Budgets, Protection..., Social Media, Risk Management, Estate Planning, Key Person Protection, Multi-generational..., Wealth Preservation...
Education
University of Florida 2004 — 2008
BA, Religion
Energy Trust of Oregon May 2015 - Present
Genesis Financial Solutions November 2014 - May 2015
VanderHouwen & Associates November 2014 - February 2015
TradePMR May 2013 - November 2014
NYLIFE Securities, LLC April 2011 - May 2013
New York Life Insurance Company December 2009 - May 2013
Brashear, Marsh, Kurdziel, and McCarty, P.L. June 2008 - June 2009
RE/MAX Professionals, Inc. May 2007 - April 2008
Skills
C#, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL, Retirement, Fixed Annuities, Insurance, Life Insurance, Customer Service, Public Speaking, Investments, Term Life Insurance, Disability Insurance, 401k Rollovers, Budgets, Protection..., Social Media, Risk Management, Estate Planning, Key Person Protection, Multi-generational..., Wealth Preservation...
Education
University of Florida 2004 — 2008
BA, Religion
David Manley's NYLIFE Securities LLC Experience March 2014 - Present
Job Dedicated Financial Services Professional helping businesses and families in Broomfield & Boulder Counties for 30+ years
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC March 2014 - Present
D T Manley Financial Services September 2013 - December 2013
Concept Builders January 2011 - August 2013
Great Western Bank October 2007 - December 2010
Guaranty Bank and Trust Company October 2004 - October 2007
Vectra Bank Colorado June 1998 - October 2004
Eagle Bank January 1990 - May 1998
Skills
Business Planning, Small Business, Risk Management, Business Insurance..., Life Insurance..., Key Person Insurance, Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Mutual Funds, Retirement Planning, Lifetime Income..., Annuity Sales, Wealth Preservation..., Education Funding..., Personal Finance, Buy-sell Agreements, Supplements to Employee..., Strategic Planning, Leadership, Investments, Customer Service, Mortgage Lending
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1975
Bachelor of Science in Business Administration, Finance and Accounting
Pacific Coast Banking School
Graduate Banking Degree, Bank Management
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC March 2014 - Present
D T Manley Financial Services September 2013 - December 2013
Concept Builders January 2011 - August 2013
Great Western Bank October 2007 - December 2010
Guaranty Bank and Trust Company October 2004 - October 2007
Vectra Bank Colorado June 1998 - October 2004
Eagle Bank January 1990 - May 1998
Skills
Business Planning, Small Business, Risk Management, Business Insurance..., Life Insurance..., Key Person Insurance, Licensed in Long Term..., 401k Rollovers, IRA Rollovers, Mutual Funds, Retirement Planning, Lifetime Income..., Annuity Sales, Wealth Preservation..., Education Funding..., Personal Finance, Buy-sell Agreements, Supplements to Employee..., Strategic Planning, Leadership, Investments, Customer Service, Mortgage Lending
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1975
Bachelor of Science in Business Administration, Finance and Accounting
Pacific Coast Banking School
Graduate Banking Degree, Bank Management
Maribel Segovia's NYLIFE Securities LLC Experience 2010 - June 2013
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2013 - Present
NYLIFE Securities LLC 2010 - June 2013
Education
University of California, Los Angeles
Allstate Financial Services, LLC July 2013 - Present
NYLIFE Securities LLC 2010 - June 2013
Education
University of California, Los Angeles
Ryan Golseth's NYLIFE Securities LLC Experience February 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company April 2012 - Present
Jewell Agency - Farmers Insurance November 2010 - January 2012
GBP Risk Solutions October 2007 - August 2010
WaterSTONE Homes, LLC May 2005 - July 2007
Pathway Developments, LLC June 2002 - May 2005
Fox Restaurant Concepts October 1999 - June 2002
Fuego! Restaurant May 1997 - October 1999
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Risk Management, Long-term Care, Long Term Care Insurance, Term Life Insurance, Series 63, Retirement Planning, Commercial Insurance, IRAs, Critical Illness, Property & Casualty..., Whole Life, Finance, 401k, Estate Planning, Small Business, Workers Compensation, Construction Management, Universal Life, Financial Planners, Mutual Funds, Professional Liability, Investments, Liability, Employee Benefits, Strategic Financial..., Financial Services, General Insurance, Roth IRA, Legal Liability, Umbrella Insurance, Variable Annuities, Variable Life, Guaranteed Lifetime..., Key Person Protection, Casualty, Series 6, Licensed Life & Health..., Financial Advisory, Wealth Management, Diversification, Asset Allocation, Financial Planning
Education
University of Phoenix 2002 — 2004
Business Management
University of Arizona 1989 — 1992
Psychology
Amphitheater High School 1984 — 1987
College Prep
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company April 2012 - Present
Jewell Agency - Farmers Insurance November 2010 - January 2012
GBP Risk Solutions October 2007 - August 2010
WaterSTONE Homes, LLC May 2005 - July 2007
Pathway Developments, LLC June 2002 - May 2005
Fox Restaurant Concepts October 1999 - June 2002
Fuego! Restaurant May 1997 - October 1999
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Risk Management, Long-term Care, Long Term Care Insurance, Term Life Insurance, Series 63, Retirement Planning, Commercial Insurance, IRAs, Critical Illness, Property & Casualty..., Whole Life, Finance, 401k, Estate Planning, Small Business, Workers Compensation, Construction Management, Universal Life, Financial Planners, Mutual Funds, Professional Liability, Investments, Liability, Employee Benefits, Strategic Financial..., Financial Services, General Insurance, Roth IRA, Legal Liability, Umbrella Insurance, Variable Annuities, Variable Life, Guaranteed Lifetime..., Key Person Protection, Casualty, Series 6, Licensed Life & Health..., Financial Advisory, Wealth Management, Diversification, Asset Allocation, Financial Planning
Education
University of Phoenix 2002 — 2004
Business Management
University of Arizona 1989 — 1992
Psychology
Amphitheater High School 1984 — 1987
College Prep
David Rosenberg's NYLIFE Securities LLC Experience September 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC and Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC September 2012 - Present
Loveau Specialty Foods, Inc. December 2011 - December 2014
The Loveau Chocolate Company, Inc. December 2010 - December 2012
David S Rosenberg & Associates, Inc. April 2007 - December 2011
The Hershey Chocolate Company December 2008 - December 2009
Candy Express Franchising, Inc. March 1988 - April 2007
Skills
Retirement Planning, Wealth Preservation..., Guaranteed Lifetime..., 401k Rollovers, Annuity Sales, Investments, Variable Annuities, Mutual Funds, Estate Planning, Asset Protection, Licensed in Long Term..., Licensed Life Insurance..., Business Insurance..., Buy-sell Agreements, Employee Benefits, Legacy Planning, New Business Development, Brand Management, Strategic Planning, Food, Marketing, Retail, Competitive Analysis, Project Management, Market Planning, Consumer Products, Product Development, Sales, Creative Direction, Chocolate, Confectionery, Creative Problem Solving, Operations Management, Concept Design, Advertising, Program Management, Market Share, Public Relations, Brand Building, Gaining Market Share, Retail & Franchise..., Multi-unit Retail..., National Sales..., Specialty Food, Customer Relations, Generating Revenue, Leadership and Project..., Strategy, Management, Management Consulting
Education
University of Maryland College Park
NYLIFE Securities LLC September 2012 - Present
Loveau Specialty Foods, Inc. December 2011 - December 2014
The Loveau Chocolate Company, Inc. December 2010 - December 2012
David S Rosenberg & Associates, Inc. April 2007 - December 2011
The Hershey Chocolate Company December 2008 - December 2009
Candy Express Franchising, Inc. March 1988 - April 2007
Skills
Retirement Planning, Wealth Preservation..., Guaranteed Lifetime..., 401k Rollovers, Annuity Sales, Investments, Variable Annuities, Mutual Funds, Estate Planning, Asset Protection, Licensed in Long Term..., Licensed Life Insurance..., Business Insurance..., Buy-sell Agreements, Employee Benefits, Legacy Planning, New Business Development, Brand Management, Strategic Planning, Food, Marketing, Retail, Competitive Analysis, Project Management, Market Planning, Consumer Products, Product Development, Sales, Creative Direction, Chocolate, Confectionery, Creative Problem Solving, Operations Management, Concept Design, Advertising, Program Management, Market Share, Public Relations, Brand Building, Gaining Market Share, Retail & Franchise..., Multi-unit Retail..., National Sales..., Specialty Food, Customer Relations, Generating Revenue, Leadership and Project..., Strategy, Management, Management Consulting
Education
University of Maryland College Park
Joel Staich's NYLIFE Securities LLC Experience May 2010 - Present
Job Dedicated Financial Services Professional helping families in the Mansfield area develop a sound financial strategy.
Industry Financial Services
Experience
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Skills
401k Rollovers, Insurance, Retirement Planning, Estate Planning, Permanent Life Insurance, Succession Planning, Term Life Insurance, Long Term Care Insurance, Key Person Insurance, IRA Rollovers, Annuity Sales, Education Funding, Financial Services, Guaranteed Lifetime..., Small Business, Wealth Preservation..., IRAs, Customer Service
Education
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Business Administration
Mansfield Christian School
High School
New York Life Insurance Company May 2010 - Present
NYLIFE Securities LLC May 2010 - Present
Skills
401k Rollovers, Insurance, Retirement Planning, Estate Planning, Permanent Life Insurance, Succession Planning, Term Life Insurance, Long Term Care Insurance, Key Person Insurance, IRA Rollovers, Annuity Sales, Education Funding, Financial Services, Guaranteed Lifetime..., Small Business, Wealth Preservation..., IRAs, Customer Service
Education
The Ohio State University Fisher College of Business 1985 — 1989
BSBA, Business Administration
Mansfield Christian School
High School
Ryan J Hart's NYLIFE Securities LLC Experience February 2014 - Present
Job Devoted Financial Services Professional with New York Life helping families of Eastern Massachusetts
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company February 2014 - Present
DENTSPLY IH (formerly Astra Tech) January 2011 - February 2014
Courier Corporation August 2010 - January 2011
Astra Tech November 2009 - August 2010
Astra Tech January 2006 - August 2009
Skills
401k Rollovers, Asset Protection, Protection..., Personal Finance, Business Networking, Lifetime Income..., Life Insurance..., Retirement Planning, Customer Relations, Licensed In Long Term...
Education
University of Connecticut 2005 — 2009
Bachelor of Arts, Economics
Reading Memorial HS 2001 — 2005
HS Diploma
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company February 2014 - Present
DENTSPLY IH (formerly Astra Tech) January 2011 - February 2014
Courier Corporation August 2010 - January 2011
Astra Tech November 2009 - August 2010
Astra Tech January 2006 - August 2009
Skills
401k Rollovers, Asset Protection, Protection..., Personal Finance, Business Networking, Lifetime Income..., Life Insurance..., Retirement Planning, Customer Relations, Licensed In Long Term...
Education
University of Connecticut 2005 — 2009
Bachelor of Arts, Economics
Reading Memorial HS 2001 — 2005
HS Diploma
P. Joseph Nelson's NYLIFE Securities LLC Experience October 2010 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company September 2008 - Present
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, Fixed Annuities
Education
University of Alaska Anchorage
History
NYLIFE Securities LLC October 2010 - Present
New York Life Insurance Company September 2008 - Present
Skills
Retirement Planning, Life Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, Fixed Annuities
Education
University of Alaska Anchorage
History
David M. Huff's NYLIFE Securities LLC Experience November 2011 - Present
Job Financial Professional
Industry Financial Services
Experience
NYLIFE Securities LLC November 2011 - Present
Skills
Mutual Funds, Strategic Planning, Management, Budgets, Marketing Strategy, Business Planning, Team Building, New Business Development, Project Management, Insurance, Business Strategy
Education
University of Kentucky
Bachelor of Arts (B.A.)
West Morris Mendham 1992 — 1996
NYLIFE Securities LLC November 2011 - Present
Skills
Mutual Funds, Strategic Planning, Management, Budgets, Marketing Strategy, Business Planning, Team Building, New Business Development, Project Management, Insurance, Business Strategy
Education
University of Kentucky
Bachelor of Arts (B.A.)
West Morris Mendham 1992 — 1996
Karen Perkins's NYLIFE Securities LLC Experience July 2014 - August 2015
Job Consultant at Karen Perkins Business Engineering
Industry Human Resources
Experience
Karen Perkins Business Engineering August 2015 - Present
NYLIFE Securities LLC July 2014 - August 2015
Perkins Consulting March 2002 - June 2014
Pinpoint IT Services June 2013 - October 2013
TEKsystems May 2012 - September 2012
Sears Home Improvements May 2002 - February 2012
Primerica Financial Services (PFS) January 2002 - December 2004
Skills
Requirements Analysis, Process Improvement, Project Management, SDLC, Visio, Training, Software Documentation, Business Analysis, Program Management, Cross-functional Team..., Business Process..., Business Planning, Team Leadership, Business Requirements, Organizational Learning, Collaboration Solutions, Lean Thinking, Process Engineering, Functional..., Requirements Gathering, Requirements..., Agile Methodologies, Requirements Management, Quality Control, Software Quality..., Change Management, Strategic Planning, Agile Project Management, Team Building, User Acceptance Testing, Business Process..., Configuration Management, Business Intelligence, Data Modeling, Quality Center, Test Planning, Business Process Design, Consulting, Business Process Mapping, Data Center, Coaching, SQL / Oracle 11g, Business Process, Quality Assurance, Six Sigma, Leadership, Management, CRM, Analysis, Customer Service
Education
Rotary Learning Institute 2015 — 2015
Tidewater Community College 2015 — 2015
Tidewater Community College, Virginia Beach, VA 2014 — 2014
Information Technology, 4.0
Illinois Benedictine University Graduate School 1996 — 2000
Organization Development Certificate, Organizational Behavior, 3.5
Old Dominion University
B.A., Mathematics, 3.5
Karen Perkins Business Engineering August 2015 - Present
NYLIFE Securities LLC July 2014 - August 2015
Perkins Consulting March 2002 - June 2014
Pinpoint IT Services June 2013 - October 2013
TEKsystems May 2012 - September 2012
Sears Home Improvements May 2002 - February 2012
Primerica Financial Services (PFS) January 2002 - December 2004
Skills
Requirements Analysis, Process Improvement, Project Management, SDLC, Visio, Training, Software Documentation, Business Analysis, Program Management, Cross-functional Team..., Business Process..., Business Planning, Team Leadership, Business Requirements, Organizational Learning, Collaboration Solutions, Lean Thinking, Process Engineering, Functional..., Requirements Gathering, Requirements..., Agile Methodologies, Requirements Management, Quality Control, Software Quality..., Change Management, Strategic Planning, Agile Project Management, Team Building, User Acceptance Testing, Business Process..., Configuration Management, Business Intelligence, Data Modeling, Quality Center, Test Planning, Business Process Design, Consulting, Business Process Mapping, Data Center, Coaching, SQL / Oracle 11g, Business Process, Quality Assurance, Six Sigma, Leadership, Management, CRM, Analysis, Customer Service
Education
Rotary Learning Institute 2015 — 2015
Tidewater Community College 2015 — 2015
Tidewater Community College, Virginia Beach, VA 2014 — 2014
Information Technology, 4.0
Illinois Benedictine University Graduate School 1996 — 2000
Organization Development Certificate, Organizational Behavior, 3.5
Old Dominion University
B.A., Mathematics, 3.5
T. Mark Martin's NYLIFE Securities LLC Experience September 2009 - Present
Job Financial Services Professional, NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2009 - Present
Hartman Music Group January 2005 - June 2009
ASPECT Business Solutions August 2000 - January 2005
United States Air Force July 1988 - August 2000
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Project Management, Risk Management, Strategic Planning, Investments, Business Analysis, Research, Marketing Strategy, Business Strategy, 401(k) Rollovers, Estate Planning, Wealth Preservation..., Protection..., Management, Leadership, Licensed in Long-term..., Analysis, Insurance, Protection..., Financial Services, Leadership Development, Team Leadership, Nonprofits, Finance, Strategic Financial..., Training, Coaching, Retirement, Marketing, Budgets, Sales, Process Improvement, Business Development, New Business Development, Strategy, Business Planning, Healthcare, Small Business
Education
University of Texas HSCSA Graduate School of Biomedical Sciences 1993 — 1996
Master of Science (MS), Prosthodontics
University of Tennessee College of Dentistry 1984 — 1988
Doctor of Dental Surgery (DDS), General Dentistry
University of Central Arkansas 1981 — 1984
Bachelor of Science (BS), Biology, General
Northeast High School, North Little Rock, AR
NYLIFE Securities LLC September 2009 - Present
Hartman Music Group January 2005 - June 2009
ASPECT Business Solutions August 2000 - January 2005
United States Air Force July 1988 - August 2000
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Project Management, Risk Management, Strategic Planning, Investments, Business Analysis, Research, Marketing Strategy, Business Strategy, 401(k) Rollovers, Estate Planning, Wealth Preservation..., Protection..., Management, Leadership, Licensed in Long-term..., Analysis, Insurance, Protection..., Financial Services, Leadership Development, Team Leadership, Nonprofits, Finance, Strategic Financial..., Training, Coaching, Retirement, Marketing, Budgets, Sales, Process Improvement, Business Development, New Business Development, Strategy, Business Planning, Healthcare, Small Business
Education
University of Texas HSCSA Graduate School of Biomedical Sciences 1993 — 1996
Master of Science (MS), Prosthodontics
University of Tennessee College of Dentistry 1984 — 1988
Doctor of Dental Surgery (DDS), General Dentistry
University of Central Arkansas 1981 — 1984
Bachelor of Science (BS), Biology, General
Northeast High School, North Little Rock, AR
Audrey Sreshta's NYLIFE Securities LLC Experience July 2014 - Present
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities, LLC July 2014 - Present
New York Life Insurance Company January 2014 - Present
Real Estate Tax Consultants January 2009 - October 2013
United Central Bank May 2005 - January 2009
MassMutual Financial Group November 1997 - May 2005
Citi January 1988 - November 1997
Skills
ChFC, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Thunderbird School of Global Management
MBA, International Management
NYLIFE Securities, LLC July 2014 - Present
New York Life Insurance Company January 2014 - Present
Real Estate Tax Consultants January 2009 - October 2013
United Central Bank May 2005 - January 2009
MassMutual Financial Group November 1997 - May 2005
Citi January 1988 - November 1997
Skills
ChFC, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
Thunderbird School of Global Management
MBA, International Management
Lynn A. Newman's NYLIFE Securities LLC Experience October 1991 - Present
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC December 1991 - Present
NYLIFE Securities LLC October 1991 - Present
New York Life Insurance Company October 1991 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology, Graduated with honors
Eagle Strategies, LLC December 1991 - Present
NYLIFE Securities LLC October 1991 - Present
New York Life Insurance Company October 1991 - Present
Education
University of Massachusetts Boston
Bachelor's degree, Psychology, Graduated with honors
Karma Austin's NYLIFE Securities LLC Experience August 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company October 2012 - Present
Steuben County Literacy Coalition February 2006 - July 2011
Steuben County United Way March 1996 - April 2005
ITW September 1983 - February 1996
Skills
Fundraising, Retirement Planning, 401k Rollovers, Life Insurance, Guaranteed Lifetime..., Variable Annuities, Term Life Insurance, Fixed Annuities, 401k, Permanent Life Insurance, Qualified Retirement..., Customer Service, Saving for Education, Retirement Savings, Community Outreach, Public Speaking, Consensus Building, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Program Implementation, Programme Governance, Retirement Plan..., Analysis
Education
Tri-State University 1995 — 1996
BS, Applied Management
IPFW 1982 — 1988
Associate of Science (AS), Operations Management and Supervision
Fremont High School
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company October 2012 - Present
Steuben County Literacy Coalition February 2006 - July 2011
Steuben County United Way March 1996 - April 2005
ITW September 1983 - February 1996
Skills
Fundraising, Retirement Planning, 401k Rollovers, Life Insurance, Guaranteed Lifetime..., Variable Annuities, Term Life Insurance, Fixed Annuities, 401k, Permanent Life Insurance, Qualified Retirement..., Customer Service, Saving for Education, Retirement Savings, Community Outreach, Public Speaking, Consensus Building, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Program Implementation, Programme Governance, Retirement Plan..., Analysis
Education
Tri-State University 1995 — 1996
BS, Applied Management
IPFW 1982 — 1988
Associate of Science (AS), Operations Management and Supervision
Fremont High School
Blake Sellers's NYLIFE Securities LLC Experience October 2010 - March 2012
Job 2016 Leeds MBA Candidate
Industry Telecommunications
Experience
Zayo Group November 2013 - August 2015
Zayo Group July 2012 - October 2013
NYLIFE Securities LLC October 2010 - March 2012
United States Air Force May 2006 - September 2010
Skills
Investments, Insurance, Retirement Planning, Team Leadership, Leadership, Management, CRM, Finance, Financial Services, Project Planning, Time Management, Financial Analysis, Business Development, Sales, Process Improvement, Analysis, Air Force, Team Building, Microsoft Excel, Program Management
Education
University of Colorado Boulder - Leeds School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Operations
United States Air Force Academy 2001 — 2005
Operations Research, Core Engineering
Zayo Group November 2013 - August 2015
Zayo Group July 2012 - October 2013
NYLIFE Securities LLC October 2010 - March 2012
United States Air Force May 2006 - September 2010
Skills
Investments, Insurance, Retirement Planning, Team Leadership, Leadership, Management, CRM, Finance, Financial Services, Project Planning, Time Management, Financial Analysis, Business Development, Sales, Process Improvement, Analysis, Air Force, Team Building, Microsoft Excel, Program Management
Education
University of Colorado Boulder - Leeds School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Operations
United States Air Force Academy 2001 — 2005
Operations Research, Core Engineering
Jordan Roach's NYLIFE Securities LLC Experience February 2013 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
Eagle Strategies LLC 2014 - Present
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company February 2013 - Present
EY September 2010 - February 2013
D/1-19 March 2009 - August 2010
Infantry Basic Officer Leadership Course August 2008 - November 2008
Basic Officer Leadership Course July 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, 401k Rollovers, Wealth Preservation..., Succession Planning, Key Person Protection, Protection..., Asset Protection, Gifting Strategies, Legacies, Multi-generational...
Education
United States Military Academy at West Point 2004 — 2008
B.S., Operations Research
Eagle Strategies LLC 2014 - Present
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company February 2013 - Present
EY September 2010 - February 2013
D/1-19 March 2009 - August 2010
Infantry Basic Officer Leadership Course August 2008 - November 2008
Basic Officer Leadership Course July 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Investments, 401k Rollovers, Wealth Preservation..., Succession Planning, Key Person Protection, Protection..., Asset Protection, Gifting Strategies, Legacies, Multi-generational...
Education
United States Military Academy at West Point 2004 — 2008
B.S., Operations Research
Andrew Tseng's NYLIFE Securities LLC Experience October 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Gizmo Dorks February 2011 - August 2011
California Benefit Planners November 2009 - January 2011
Pacific IPA November 2005 - January 2010
Tulane University Museum of Natural History March 2005 - September 2005
NASA Ames Research Center June 2003 - September 2003
Skills
HTML, Microsoft Office, Windows, SQL, CSS, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Financial Services
Education
Tulane University 2000 — 2004
BS, Computer Science, Math
NYLIFE Securities LLC October 2012 - Present
New York Life Insurance Company November 2011 - Present
Gizmo Dorks February 2011 - August 2011
California Benefit Planners November 2009 - January 2011
Pacific IPA November 2005 - January 2010
Tulane University Museum of Natural History March 2005 - September 2005
NASA Ames Research Center June 2003 - September 2003
Skills
HTML, Microsoft Office, Windows, SQL, CSS, 401k Rollovers, Annuity Sales, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Multi-tasking Skills, Thought Leadership, Time Management, Protection..., Wealth Preservation..., Financial Services
Education
Tulane University 2000 — 2004
BS, Computer Science, Math
Daniel Kuo's NYLIFE Securities LLC Experience April 2010 - March 2013
Job Vice President at Shangcheng USA Corporation
Industry Real Estate
Experience
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Shangcheng USA Corporation April 2013 - Present
Eagle Strategies, LLC November 2012 - March 2013
NYLIFE Securities LLC April 2010 - March 2013
New York Life Insurance Company April 2010 - March 2013
Trilogy Financial Services. March 2009 - March 2010
Skills
Strategic Financial..., Finance, Estate Planning, Accounting, Insurance, Financial Reporting, Securities, Wealth Management, Retirement, Investments, Retirement Planning, Sales, Tax, Financial Analysis, Financial Advisory, Financial Services
Education
University of California, Riverside 2003 — 2007
BA, Business Administration
Arcadia High School 1999 — 2003
Jack Doverspike's NYLIFE Securities LLC Experience September 1986 - Present
Job Financial Advisor at Triche/Doverspike Financial Group,Inc.
Industry Financial Services
Experience
Triche/Doverspike Financial Group,Inc. September 1986 - Present
Eagle Strategies, LLC September 1986 - Present
NYLIFE Securities LLC September 1986 - Present
New York Life Insurance Company September 1986 - Present
Skills
Retirement, Financial Services, Mutual Funds, Investments, Estate Planning, Fixed Annuities, Retirement Planning, Personal Finance, Account Management, 401(k) Rollovers, Business Exit Strategy, Asset Protection, Multi-Generational..., IRA Rollovers, Supplements to Employee..., Life Insurance, Legacy Planning, Wealth Preservation...
Education
United States Military Academy at West Point
University of Arkansas at Fayetteville
BSCE
Triche/Doverspike Financial Group,Inc. September 1986 - Present
Eagle Strategies, LLC September 1986 - Present
NYLIFE Securities LLC September 1986 - Present
New York Life Insurance Company September 1986 - Present
Skills
Retirement, Financial Services, Mutual Funds, Investments, Estate Planning, Fixed Annuities, Retirement Planning, Personal Finance, Account Management, 401(k) Rollovers, Business Exit Strategy, Asset Protection, Multi-Generational..., IRA Rollovers, Supplements to Employee..., Life Insurance, Legacy Planning, Wealth Preservation...
Education
United States Military Academy at West Point
University of Arkansas at Fayetteville
BSCE
Eric Son's NYLIFE Securities LLC Experience August 2013 - Present
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
NYLIFE Securities LLC August 2013 - Present
Education
UCSD 2011 — 2013
Economics, Bachelor's degree
New York Life Insurance Company August 2013 - Present
NYLIFE Securities LLC August 2013 - Present
Education
UCSD 2011 — 2013
Economics, Bachelor's degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY