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
Christy Plunk Christy Plunk's NYLIFE Securities LLC Experience February 2012 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2012 - Present
Electronic Data Systems (now Hewlett Packard) January 1988 - April 1993
Lincoln Property Company September 1986 - December 1987
Skills
Retirement, 401k Rollovers, Buy-sell Agreements, Permanent Life Insurance, Multi-generational..., Key Person Insurance, Annuity Sales, Licensed Life Insurance..., Wealth Preservation..., Asset Protection, Business Insurance..., Education Funding..., Gifting Strategies, Investments, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Term Life Insurance, Sales, Insurance, Life Insurance, Estate Planning, IRAs, Retirement Planning, Education Funding, Financial Services
Education
Texas Tech University
Bachelor's Degree, Public Relations & Marketing, Graduate
University of North Texas 1982 — 1983
Skyline High School 1978 — 1982
High School
New York Life Insurance Company February 2012 - Present
NYLIFE Securities LLC February 2012 - Present
Electronic Data Systems (now Hewlett Packard) January 1988 - April 1993
Lincoln Property Company September 1986 - December 1987
Skills
Retirement, 401k Rollovers, Buy-sell Agreements, Permanent Life Insurance, Multi-generational..., Key Person Insurance, Annuity Sales, Licensed Life Insurance..., Wealth Preservation..., Asset Protection, Business Insurance..., Education Funding..., Gifting Strategies, Investments, IRA Rollovers, Licensed in Long Term..., Lifetime Income..., Term Life Insurance, Sales, Insurance, Life Insurance, Estate Planning, IRAs, Retirement Planning, Education Funding, Financial Services
Education
Texas Tech University
Bachelor's Degree, Public Relations & Marketing, Graduate
University of North Texas 1982 — 1983
Skyline High School 1978 — 1982
High School
Eric Gross Eric Gross's NYLIFE Securities LLC Experience August 2013 - Present
Job Financial Services Professional helping families in the greater Twin Cities area
Industry Financial Services
Experience
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company August 2013 - Present
CRAVE Restaurant October 2009 - August 2013
Hanratty and Associates April 2007 - May 2011
Redstone American Grill May 2000 - July 2008
Jobdig Employment Newspaper October 2005 - April 2007
Skills
401(k) rollovers, Annuity Sales, Asset Protection, Building Relationships, Communication, Customer Retention, Customer Satisfaction, Education Funding..., Financial Services, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Key Person Insurance, Lead Generation, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Protection..., Retirement Planning, Sales, Term Life Insurance, Social Networking, Marketing Strategy, Relationship Building, Analysis, Retirement, Life Insurance, Process Improvement
Education
University of Minnesota-Twin Cities 1997 — 2003
Bachelor's Degree, Communications and Spanish
NYLIFE Securities LLC August 2013 - Present
New York Life Insurance Company August 2013 - Present
CRAVE Restaurant October 2009 - August 2013
Hanratty and Associates April 2007 - May 2011
Redstone American Grill May 2000 - July 2008
Jobdig Employment Newspaper October 2005 - April 2007
Skills
401(k) rollovers, Annuity Sales, Asset Protection, Building Relationships, Communication, Customer Retention, Customer Satisfaction, Education Funding..., Financial Services, Grandchild Gifting, Insurance, Investments, IRA Rollovers, Key Person Insurance, Lead Generation, Licensed in Long Term..., Licensed Life Insurance..., Life Insurance..., Lifetime Income..., Multi-Tasking Skills, Networking, Permanent Life Insurance, Protection..., Retirement Planning, Sales, Term Life Insurance, Social Networking, Marketing Strategy, Relationship Building, Analysis, Retirement, Life Insurance, Process Improvement
Education
University of Minnesota-Twin Cities 1997 — 2003
Bachelor's Degree, Communications and Spanish
Josh Nokes Josh Nokes's NYLIFE Securities LLC Experience April 2011 - October 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2013 - Present
NYLIFE Securities LLC April 2011 - October 2013
New York Life Insurance Company April 2011 - October 2013
First Investors Corporation January 2005 - January 2011
College Pro Painters August 2003 - August 2004
College Pro Painters June 2003 - August 2003
Skills
Asset Allocation, College Education..., Disability Insurance, Estate Planning, Personal Financial..., Fixed Annuities, Variable Annuities, Life Insurance, Investments, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Management, 401k Rollovers, IRAs, Term Life Insurance, Whole Life, Small Business, Protection..., Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Asset Protection, Succession Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
B.A., Economics
VALIC October 2013 - Present
NYLIFE Securities LLC April 2011 - October 2013
New York Life Insurance Company April 2011 - October 2013
First Investors Corporation January 2005 - January 2011
College Pro Painters August 2003 - August 2004
College Pro Painters June 2003 - August 2003
Skills
Asset Allocation, College Education..., Disability Insurance, Estate Planning, Personal Financial..., Fixed Annuities, Variable Annuities, Life Insurance, Investments, Long Term Care Insurance, Mutual Funds, Retirement Planning, Wealth Management, 401k Rollovers, IRAs, Term Life Insurance, Whole Life, Small Business, Protection..., Gifting Strategies, Key Person Protection, Legacies, Multi-generational..., Multi-generational..., Asset Protection, Succession Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
B.A., Economics
Asami Floyd Asami Floyd's NYLIFE Securities LLC Experience July 2014 - December 2014
Job Sales assistant, Steel and specialty steel products
Industry Import and Export
Experience
Metal One America, LTD divison of Mitsubishi International November 2014 - Present
NYLIFE Securities LLC July 2014 - December 2014
New York Life Insurance Company October 2013 - December 2014
Eleven Arts July 2013 - September 2013
Skills
Retirement Planning, Estate Planning, Insurance, Permanent Life Insurance, Networking
Education
University of Notre Dame 2009 — 2013
Bachelor's Degree, Japanese Language and Literature, Pre-Med, International Business
Metal One America, LTD divison of Mitsubishi International November 2014 - Present
NYLIFE Securities LLC July 2014 - December 2014
New York Life Insurance Company October 2013 - December 2014
Eleven Arts July 2013 - September 2013
Skills
Retirement Planning, Estate Planning, Insurance, Permanent Life Insurance, Networking
Education
University of Notre Dame 2009 — 2013
Bachelor's Degree, Japanese Language and Literature, Pre-Med, International Business
Steve Fish, LUTCF, CLTC's NYLIFE Securities LLC Experience September 2001 - Present
Job Passionate Financial Adviser helping families and businesses achieve financial independence in the Richmond Metro Area
Industry Financial Services
Experience
Eagle Strategies LLC June 2006 - Present
New York Life Insurance Company September 2001 - Present
NYLIFE Securities LLC September 2001 - Present
Nalco Chemical Company September 1992 - September 2001
US Navy May 1985 - September 1992
Skills
Estate Planning, Investments, Retirement Planning, Financial Planning, Wealth Preservation..., Business Succession..., Buy-Sell Agreements, Life Insurance, Annuity Sales, Licensed in Long-Term..., 401(k) Rollovers, IRA Rollovers, Asset Protection, Lifetime Income..., Friendly Personality, Finance, IRAs
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Biology
Madison High School 1977 — 1981
Eagle Strategies LLC June 2006 - Present
New York Life Insurance Company September 2001 - Present
NYLIFE Securities LLC September 2001 - Present
Nalco Chemical Company September 1992 - September 2001
US Navy May 1985 - September 1992
Skills
Estate Planning, Investments, Retirement Planning, Financial Planning, Wealth Preservation..., Business Succession..., Buy-Sell Agreements, Life Insurance, Annuity Sales, Licensed in Long-Term..., 401(k) Rollovers, IRA Rollovers, Asset Protection, Lifetime Income..., Friendly Personality, Finance, IRAs
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Biology
Madison High School 1977 — 1981
Jesse Howes's NYLIFE Securities LLC Experience April 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
UPS June 1998 - June 2005
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Protection Planning/ ..., Retirement, Retirement planning, Small Business, Succession planning, Wealth Preservation ..., Retirement Planning, Team Building, Marketing, Finance, Leadership, Life Insurance, Customer Service, Sales, Public Speaking, Social Media
Education
University of Oregon 1996 — 2002
Bachelor of Science (BS), Accounting
NYLIFE Securities LLC April 2005 - Present
New York Life Insurance Company April 2005 - Present
UPS June 1998 - June 2005
Skills
401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational ..., Multi-Generational ..., Protection Planning/ ..., Retirement, Retirement planning, Small Business, Succession planning, Wealth Preservation ..., Retirement Planning, Team Building, Marketing, Finance, Leadership, Life Insurance, Customer Service, Sales, Public Speaking, Social Media
Education
University of Oregon 1996 — 2002
Bachelor of Science (BS), Accounting
Steve Abeln Steve Abeln's NYLIFE Securities LLC Experience April 2015 - August 2015
Job Benefits Counselor at Colonial Life
Industry Insurance
Experience
Colonial Life August 2015 - Present
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC April 2015 - August 2015
Stars & Stripes Alaska Edition March 2014 - April 2015
Anchorage Press May 2010 - February 2014
Alaska Newspapers Inc November 2009 - April 2010
Morris Communications Alaska March 2007 - November 2009
Anchorage Daily News April 2005 - March 2007
Anchorage Daily News March 2003 - April 2005
Various July 1986 - May 2003
Skills
Life Insurance, Retirement Planning, Advertising, Newspapers, Social Media, Digital Media, Media Relations, Media Planning, Advertising Sales, Marketing Communications, Journalism, Public Relations, Publishing, Online Advertising, Social Media Marketing, Newsletters
Education
University of Minnesota-Morris 1979 — 1980
Mitchell High School 1976 — 1979
College Prep
Colonial Life August 2015 - Present
New York Life Insurance Company November 2014 - Present
NYLIFE Securities LLC April 2015 - August 2015
Stars & Stripes Alaska Edition March 2014 - April 2015
Anchorage Press May 2010 - February 2014
Alaska Newspapers Inc November 2009 - April 2010
Morris Communications Alaska March 2007 - November 2009
Anchorage Daily News April 2005 - March 2007
Anchorage Daily News March 2003 - April 2005
Various July 1986 - May 2003
Skills
Life Insurance, Retirement Planning, Advertising, Newspapers, Social Media, Digital Media, Media Relations, Media Planning, Advertising Sales, Marketing Communications, Journalism, Public Relations, Publishing, Online Advertising, Social Media Marketing, Newsletters
Education
University of Minnesota-Morris 1979 — 1980
Mitchell High School 1976 — 1979
College Prep
Darla K. Beck Darla K. Beck's NYLIFE Securities LLC Experience March 2014 - Present
Job Financial Services Professional helping individuals & business owners to create, build, and preserve wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES May 2013 - December 2013
AstraZeneca February 2012 - February 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson March 1999 - February 2012
Skills
Financial Services, Personal Finance, Business Succession..., Asset Protection, 401k Rollovers, Mutual Funds, Investments, Licensed in Long Term..., Education Funding..., Charitable Giving, Retirement Planning, Income Protection, Protection Planning /..., Wealth Preservation..., Supplements to Employee..., Leadership, Strategic Planning, Creative Problem Solving, Customer Relations, Public Speaking, Workshop Facilitation
Education
University of North Texas 1994 — 1997
Bachelor's Degree, Radio and Television Broadcasting Talent/Technology/Technician
Chester W. Nimitz High School 1984 — 1988
High School, General Studies
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
STATE FARM INSURANCE AND FINANCIAL SERVICES May 2013 - December 2013
AstraZeneca February 2012 - February 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson March 1999 - February 2012
Skills
Financial Services, Personal Finance, Business Succession..., Asset Protection, 401k Rollovers, Mutual Funds, Investments, Licensed in Long Term..., Education Funding..., Charitable Giving, Retirement Planning, Income Protection, Protection Planning /..., Wealth Preservation..., Supplements to Employee..., Leadership, Strategic Planning, Creative Problem Solving, Customer Relations, Public Speaking, Workshop Facilitation
Education
University of North Texas 1994 — 1997
Bachelor's Degree, Radio and Television Broadcasting Talent/Technology/Technician
Chester W. Nimitz High School 1984 — 1988
High School, General Studies
Aaron Langhough Aaron Langhough's NYLIFE Securities LLC Experience October 2012 - March 2013
Job Senior Project Coordinator at Fabric Wall Concepts
Industry Construction
Experience
Fabric Wall Concepts April 2013 - Present
NYLIFE Securities LLC October 2012 - March 2013
New York Life Insurance Company October 2011 - March 2013
Securegive Inc. January 2011 - May 2011
SHEEX INC August 2010 - December 2010
Speedway Motorsports Inc. May 2010 - August 2010
The Masters at Augusta National Golf Club April 2010 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Social Media Marketing, Direct Marketing, Sales Process, Sales Presentations, Account Management, Time Management, Social Media, Facebook, Financial Services, Marketing, Leadership, General Awesomeness, Team Leadership, Event Management
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Marketing/Management
University of South Carolina-Columbia 2007 — 2011
Bachelors, Major: Marketing/Management Minor: Sport/Entertainment Management
Fabric Wall Concepts April 2013 - Present
NYLIFE Securities LLC October 2012 - March 2013
New York Life Insurance Company October 2011 - March 2013
Securegive Inc. January 2011 - May 2011
SHEEX INC August 2010 - December 2010
Speedway Motorsports Inc. May 2010 - August 2010
The Masters at Augusta National Golf Club April 2010 - April 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Social Media Marketing, Direct Marketing, Sales Process, Sales Presentations, Account Management, Time Management, Social Media, Facebook, Financial Services, Marketing, Leadership, General Awesomeness, Team Leadership, Event Management
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Marketing/Management
University of South Carolina-Columbia 2007 — 2011
Bachelors, Major: Marketing/Management Minor: Sport/Entertainment Management
Michael Quinn CFP®, CLU, LUTCF Michael Quinn CFP®, CLU, LUTCF's NYLIFE Securities LLC Experience December 2005 - Present
Job Owner & Principal at Quinn Wealth Strategies, LLC
Industry Financial Services
Experience
Quinn Wealth Strategies, LLC August 2014 - Present
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC December 2005 - Present
New York Life Insurance Company December 2005 - Present
Skills
Life Insurance, Estate Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
Waltham High 1997 — 2001
Quinn Wealth Strategies, LLC August 2014 - Present
Eagle Strategies, LLC April 2011 - Present
NYLIFE Securities LLC December 2005 - Present
New York Life Insurance Company December 2005 - Present
Skills
Life Insurance, Estate Planning
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
Waltham High 1997 — 2001
A. Tyler Bozeman's NYLIFE Securities LLC Experience September 2013 - September 2014
Job Investment Sales Desk Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2013 - September 2014
New York Life Insurance Company August 2012 - September 2014
New York Life Insurance Company May 2012 - August 2012
New York Life Insurance Company September 2010 - May 2012
Skills
Licensed Life Insurance..., Retirement Planning, Investments
Education
University of South Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC September 2013 - September 2014
New York Life Insurance Company August 2012 - September 2014
New York Life Insurance Company May 2012 - August 2012
New York Life Insurance Company September 2010 - May 2012
Skills
Licensed Life Insurance..., Retirement Planning, Investments
Education
University of South Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Jonathon Olivas, LUTCF's NYLIFE Securities LLC Experience November 2007 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Innovative Communications Systems, LLC June 2005 - November 2007
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, LUTCF, Small Business, Investments, Protection..., Licensed Long-Term Care..., Key Person Protection, Fixed Annuities, Finance, IRAs, Financial Services, Long Term Care Insurance, Securities
Education
University of Nevada-Reno
NYLIFE Securities LLC November 2007 - Present
New York Life Insurance Company November 2007 - Present
Innovative Communications Systems, LLC June 2005 - November 2007
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, LUTCF, Small Business, Investments, Protection..., Licensed Long-Term Care..., Key Person Protection, Fixed Annuities, Finance, IRAs, Financial Services, Long Term Care Insurance, Securities
Education
University of Nevada-Reno
Mathew Steward Mathew Steward's NYLIFE Securities LLC Experience April 2009 - Present
Job Owner of Stewardship Financial Group providing feebased financial planning and investment advisory services
Industry Investment Management
Experience
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Stewardship Financial Group, Inc. May 2014 - Present
Eagle Strategies, LLC January 2014 - Present
NYLIFE Securities LLC April 2009 - Present
New York Life Insurance Company April 2009 - Present
Kent Moss & Associates July 2012 - May 2014
T. Rowe Price September 2007 - March 2009
Skills
Investments, Estate Planning, Charitable Giving, Business Succession..., Employee Benefits, Life Insurance..., Lifetime Income..., Retirement Income..., Supplements to Employee..., Creative Problem Solving, Customer Satisfaction, Management, Strategic Planning, 401(k) Rollovers, Customer Service, Small Business
Education
University of Phoenix 2008 — 2009
Global Business Management
Bloomingdale High School 1996 — 1998
Christopher Roekchairasmee Christopher Roekchairasmee's NYLIFE Securities LLC Experience February 2014 - Present
Job The best way to predict the future is to create it.
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company February 2014 - Present
Lux Motion Design March 2012 - 2014
Enplug November 2011 - February 2012
Keller Williams Beverly Hills June 2008 - August 2011
Remax 100 January 2006 - June 2008
Skills
Asset Protection, Estate Planning, Lifetime Income..., Personal Finance, Risk Management, Wealth Transfer..., Legacy Planning, College Funding..., Annuity Sales, 401k Rollovers, IRA Rollovers, Life Insurance, Account Management, Creative Problem Solving, Retirement Planning, supplements to employee..., grandchild gifting, Financial Services, Strategy, Succession Planning
Education
USC 2007 — 2011
Bachelor of Science (BS), International Relations and Global Business with a concentration in Marketing
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company February 2014 - Present
Lux Motion Design March 2012 - 2014
Enplug November 2011 - February 2012
Keller Williams Beverly Hills June 2008 - August 2011
Remax 100 January 2006 - June 2008
Skills
Asset Protection, Estate Planning, Lifetime Income..., Personal Finance, Risk Management, Wealth Transfer..., Legacy Planning, College Funding..., Annuity Sales, 401k Rollovers, IRA Rollovers, Life Insurance, Account Management, Creative Problem Solving, Retirement Planning, supplements to employee..., grandchild gifting, Financial Services, Strategy, Succession Planning
Education
USC 2007 — 2011
Bachelor of Science (BS), International Relations and Global Business with a concentration in Marketing
Jan Reid's NYLIFE Securities LLC Experience December 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2010 - Present
Bob Mills Furniture 2003 - 2009
Jan's Concrete January 1995 - May 2003
Skills
Insurance, Retirement, Finance, Financial Services, Analysis, Accounting, Securities, Tax, Fixed Annuities, Investments, Retirement Planning, Life Insurance, Strategic Financial..., Employee Benefits, Sales, Disability Insurance, Healthcare, Customer Service, Long-term Care, Term Life Insurance, Estate Planning, Account Management, Administrative..., Asset Management, Budgets, Business, Customer Satisfaction, FINRA, Guaranteed Lifetime..., Health Insurance, IRAs, Leadership, Financial Analysis, Operations Management, Banking, Business Planning, Coaching, Cold Calling, Credit, Executive Management, Homeowners, Investment Advisory, Key Person Protection, Loans, Marketing, Marketing Strategy, Microsoft Excel, Financial Planning, Long Term Care Insurance
Education
University of Minnesota-Duluth 1971 — 1973
Pre Law
NYLIFE Securities LLC December 2010 - Present
Bob Mills Furniture 2003 - 2009
Jan's Concrete January 1995 - May 2003
Skills
Insurance, Retirement, Finance, Financial Services, Analysis, Accounting, Securities, Tax, Fixed Annuities, Investments, Retirement Planning, Life Insurance, Strategic Financial..., Employee Benefits, Sales, Disability Insurance, Healthcare, Customer Service, Long-term Care, Term Life Insurance, Estate Planning, Account Management, Administrative..., Asset Management, Budgets, Business, Customer Satisfaction, FINRA, Guaranteed Lifetime..., Health Insurance, IRAs, Leadership, Financial Analysis, Operations Management, Banking, Business Planning, Coaching, Cold Calling, Credit, Executive Management, Homeowners, Investment Advisory, Key Person Protection, Loans, Marketing, Marketing Strategy, Microsoft Excel, Financial Planning, Long Term Care Insurance
Education
University of Minnesota-Duluth 1971 — 1973
Pre Law
Dave Hoover Dave Hoover's NYLIFE Securities LLC Experience November 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company October 2012 - Present
Skills
Retirement, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Plannning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement Planning, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Fixed Annuities, Coaching, Leadership, Securities, Protection..., Financial Services, IRAs, Finance, Estate Planning, Wealth Accumulation, Life Insurance, 401k
Education
University of Nevada-Reno 1987 — 1992
Master of Science (M.S.), Exercise Physiology
University of Nevada-Reno 1983 — 1987
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
University of Massachusetts, Amherst 1982 — 1983
Sports and Exercise
University of Nevada-Reno 1980 — 1982
Communication, Journalism, and Related Programs
Earl Wooster High School 1976 — 1980
High School Diploma, College Prep
NYLIFE Securities LLC November 2013 - Present
New York Life Insurance Company October 2012 - Present
Skills
Retirement, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Plannning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Multi-Tasking Skills, Protection..., Retirement Planning, Succession Planning, Thought Leadership, Time Management, Wealth Preservation..., Fixed Annuities, Coaching, Leadership, Securities, Protection..., Financial Services, IRAs, Finance, Estate Planning, Wealth Accumulation, Life Insurance, 401k
Education
University of Nevada-Reno 1987 — 1992
Master of Science (M.S.), Exercise Physiology
University of Nevada-Reno 1983 — 1987
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
University of Massachusetts, Amherst 1982 — 1983
Sports and Exercise
University of Nevada-Reno 1980 — 1982
Communication, Journalism, and Related Programs
Earl Wooster High School 1976 — 1980
High School Diploma, College Prep
Sarah Vest Sarah Vest's NYLIFE Securities LLC Experience October 2012 - August 2014
Job Quality Assurance Specialist at Veritas
Industry Computer & Network Security
Experience
Veritas IM Business March 2015 - Present
Symantec August 2014 - Present
New York Life Insurance Company October 2012 - August 2014
NYLIFE Securities LLC October 2012 - August 2014
New York Life Insurance Company October 2012 - August 2014
WBN 2013 - 2014
The Pampered Chef August 2006 - December 2012
Springfield, Oregon June 2000 - September 2001
Skills
Sales, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Wealth Preservation..., Estate Planning, Coaching, Training, Public Speaking, Leadership, Social Networking, Team Leadership, Microsoft Word, Management, Access, Inspiration, Accounts Receivable, Retirement, Finance, Gifts, Home Based Business, Microsoft Office, Microsoft Excel, Securities, Financial Services, Event Management
Education
University of Oregon 1992 — 1994
Bachelor of Science, Psychology
South Salem High School 1987 — 1990
High School Deploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
FCS
University of Oregon
University of Oregon
Veritas IM Business March 2015 - Present
Symantec August 2014 - Present
New York Life Insurance Company October 2012 - August 2014
NYLIFE Securities LLC October 2012 - August 2014
New York Life Insurance Company October 2012 - August 2014
WBN 2013 - 2014
The Pampered Chef August 2006 - December 2012
Springfield, Oregon June 2000 - September 2001
Skills
Sales, 401k Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Multi-generational..., Retirement Planning, Small Business, Wealth Preservation..., Estate Planning, Coaching, Training, Public Speaking, Leadership, Social Networking, Team Leadership, Microsoft Word, Management, Access, Inspiration, Accounts Receivable, Retirement, Finance, Gifts, Home Based Business, Microsoft Office, Microsoft Excel, Securities, Financial Services, Event Management
Education
University of Oregon 1992 — 1994
Bachelor of Science, Psychology
South Salem High School 1987 — 1990
High School Deploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
FCS
University of Oregon
University of Oregon
Karle Ansara-Milbaugh Karle Ansara-Milbaugh's NYLIFE Securities LLC Experience June 2012 - Present
Job Dedicated Financial Services Professional helping families in Georgia and Ohio.
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
NYLIFE Securities LLC June 2012 - Present
Geneva Hills January 2011 - Present
Fifth Third Bank April 1994 - February 2011
Skills
Financial Services, Life Insurance, Term Life Insurance, Permanent Life Insurance, Investments, IRA Rollovers, Retirement Planning, Asset Protection, Legacies, Gifting Strategies, Protection..., Finance, Retirement
Education
Princeton High School 1989 — 1993
University of Phoenix
New York Life Insurance Company June 2012 - Present
NYLIFE Securities LLC June 2012 - Present
Geneva Hills January 2011 - Present
Fifth Third Bank April 1994 - February 2011
Skills
Financial Services, Life Insurance, Term Life Insurance, Permanent Life Insurance, Investments, IRA Rollovers, Retirement Planning, Asset Protection, Legacies, Gifting Strategies, Protection..., Finance, Retirement
Education
Princeton High School 1989 — 1993
University of Phoenix
Leatha Goldstein Leatha Goldstein's NYLIFE Securities LLC Experience April 2013 - Present
Job Banking Center Manager at Providence Bank (Missouri and Texas)
Industry Financial Services
Experience
Providence Bank (Missouri and Texas) March 2015 - Present
NYLIFE Securities, LLC April 2013 - Present
MedLanding August 2012 - February 2013
BBVA May 2005 - April 2012
Bank One/Chase January 1990 - May 2005
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Insurance, Gifting Strategies, Multi-Generational ..., Multi-Generational ..., Multi-Tasking Skills, Protection Planning/ ..., Retirement planning, Small Business, Succession planning, Wealth Preservation..., Management, Business Development, Retirement Planning, Loans, Sales Management, Succession Planning, Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Consumer Lending, Loan Origination, Mortgage Lending, Relationship Management, Retail Banking
Education
University of North Texas 1991 — 1995
BS, Organizational Behavior and Human Resource Management
Providence Bank (Missouri and Texas) March 2015 - Present
NYLIFE Securities, LLC April 2013 - Present
MedLanding August 2012 - February 2013
BBVA May 2005 - April 2012
Bank One/Chase January 1990 - May 2005
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Investments, Insurance, Gifting Strategies, Multi-Generational ..., Multi-Generational ..., Multi-Tasking Skills, Protection Planning/ ..., Retirement planning, Small Business, Succession planning, Wealth Preservation..., Management, Business Development, Retirement Planning, Loans, Sales Management, Succession Planning, Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Consumer Lending, Loan Origination, Mortgage Lending, Relationship Management, Retail Banking
Education
University of North Texas 1991 — 1995
BS, Organizational Behavior and Human Resource Management
Jason Coulter Jason Coulter's NYLIFE Securities LLC Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
Education
University of Phoenix
Bachelor's degree, Business Management
NYLIFE Securities LLC December 2013 - Present
Education
University of Phoenix
Bachelor's degree, Business Management
Jerry Simcox Jerry Simcox's NYLIFE Securities LLC Experience 2004 - Present
Job Founding Principal at Simcox Financial Group, LLC
Industry Financial Services
Experience
Simcox Financial Group, LLC 2008 - Present
New York Life Insurance Company 2004 - Present
NYLIFE Securities, LLC 2004 - Present
Mutual of New York (The MONY Group) 2002 - 2004
Lucent 1997 - 2002
Skills
Retirement Planning, Estate Planning, Investments, Insurance, Asset Protection, Succession Planning, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Small Business, Wealth Preservation..., Mutual Funds, Fixed Annuities, IRAs, Financial Planners, Wealth, Strategic Financial..., 401k, Wealth Management, Life Insurance, Financial Planning
Education
University of Michigan
Economics & Political Science
Simcox Financial Group, LLC 2008 - Present
New York Life Insurance Company 2004 - Present
NYLIFE Securities, LLC 2004 - Present
Mutual of New York (The MONY Group) 2002 - 2004
Lucent 1997 - 2002
Skills
Retirement Planning, Estate Planning, Investments, Insurance, Asset Protection, Succession Planning, 401k Rollovers, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Small Business, Wealth Preservation..., Mutual Funds, Fixed Annuities, IRAs, Financial Planners, Wealth, Strategic Financial..., 401k, Wealth Management, Life Insurance, Financial Planning
Education
University of Michigan
Economics & Political Science
Clifford Marks, LUTCF Clifford Marks, LUTCF's NYLIFE Securities LLC Experience January 2000 - Present
Job Registered Representative with NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company March 2002 - Present
Nylife Securities LLC January 2000 - Present
NYLIFE Securities, LLC April 2000 - March 2014
Skills
Small Business, Insurance, 401k Rollovers, Key Person Protection, Annuity Sales, Gifting Strategies, Legacies, Wealth Preservation..., Licensed Life Insurance..., Retirement Planning, Estate Planning, Retirement, Securities, Fixed Annuities, IRAs, Strategic Financial..., Life Insurance, College Savings Plans, Disability Insurance, Term Life Insurance, Investments, Guaranteed Lifetime..., Long Term Care Insurance, Roth IRA, Long-term Care, 529 Plans, Wealth Accumulation, Variable Annuities, SEP IRA, College Funding..., Permanent Life Insurance, Employee Benefits, Mutual Funds, Series 63, Traditional IRA, Simple IRA, Variable Life, Protection..., Buy-sell Agreements, Key Person Insurance, Series 6, Education Funding, Wealth Accumulation..., Executive Benefit..., Rollovers, Personal Financial..., Multi-generational..., Retirement Plan..., Retirement Savings, Universal Life
Education
University of South Alabama
New York Life Insurance Company March 2002 - Present
Nylife Securities LLC January 2000 - Present
NYLIFE Securities, LLC April 2000 - March 2014
Skills
Small Business, Insurance, 401k Rollovers, Key Person Protection, Annuity Sales, Gifting Strategies, Legacies, Wealth Preservation..., Licensed Life Insurance..., Retirement Planning, Estate Planning, Retirement, Securities, Fixed Annuities, IRAs, Strategic Financial..., Life Insurance, College Savings Plans, Disability Insurance, Term Life Insurance, Investments, Guaranteed Lifetime..., Long Term Care Insurance, Roth IRA, Long-term Care, 529 Plans, Wealth Accumulation, Variable Annuities, SEP IRA, College Funding..., Permanent Life Insurance, Employee Benefits, Mutual Funds, Series 63, Traditional IRA, Simple IRA, Variable Life, Protection..., Buy-sell Agreements, Key Person Insurance, Series 6, Education Funding, Wealth Accumulation..., Executive Benefit..., Rollovers, Personal Financial..., Multi-generational..., Retirement Plan..., Retirement Savings, Universal Life
Education
University of South Alabama
Michael R. Gigantino Michael R. Gigantino's NYLIFE Securities LLC Experience May 2009 - June 2011
Job Managing Director at Symmetry Financial Services LLC
Industry Financial Services
Experience
Symmetry Financial Services LLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - February 2013
New York Life Insurance Company May 2009 - June 2011
NYLIFE Securities LLC. May 2009 - June 2011
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Retirement Plan..., Financial Management..., Life Insurance, Financial Markets, Retirement, Financial Services, Mutual Funds, Series 63, Series 7, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Securities, Wealth Management
Education
University of Scranton 2004 — 2008
Bachelor of Science (B.S.), Finance
Symmetry Financial Services LLC June 2013 - Present
Morgan Stanley Smith Barney June 2011 - February 2013
New York Life Insurance Company May 2009 - June 2011
NYLIFE Securities LLC. May 2009 - June 2011
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Retirement Plan..., Financial Management..., Life Insurance, Financial Markets, Retirement, Financial Services, Mutual Funds, Series 63, Series 7, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Securities, Wealth Management
Education
University of Scranton 2004 — 2008
Bachelor of Science (B.S.), Finance
Peter Nyarkoh Peter Nyarkoh's NYLIFE Securities LLC Experience April 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company November 2014 - Present
Aflac New York June 2012 - December 2013
Apple Bank for Savings August 2007 - July 2008
Agricultural Development Bank Ghana June 2000 - September 2003
Skills
Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Charity Giving, Customer Satisfaction, Education Funding..., Employee Benefits, Estate Planning, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Lifetime Income..., Multi-Generational..., Protection..., Retirement Planning, Retirement Income..., Risk Management, Small Business, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Retirement
Education
University of Phoenix 2005 — 2012
Bachelor of Science, Business/ Accounting
Cape Coast Polytechnic 2001 — 2003
Higher National Diploma, Accountancy
NYLIFE Securities LLC April 2015 - Present
New York Life Insurance Company November 2014 - Present
Aflac New York June 2012 - December 2013
Apple Bank for Savings August 2007 - July 2008
Agricultural Development Bank Ghana June 2000 - September 2003
Skills
Customer Relations, 401k Rollovers, Account Management, Annuity Sales, Asset Protection, Business Planning, Buy-sell Agreements, Charity Giving, Customer Satisfaction, Education Funding..., Employee Benefits, Estate Planning, Income Protection, Key Person Protection, Legacy Planning, Licensed in Long Term..., Lifetime Income..., Multi-Generational..., Protection..., Retirement Planning, Retirement Income..., Risk Management, Small Business, Supplements to Employee..., Wealth Preservation..., Wealth Transfer..., Retirement
Education
University of Phoenix 2005 — 2012
Bachelor of Science, Business/ Accounting
Cape Coast Polytechnic 2001 — 2003
Higher National Diploma, Accountancy
Joanne Brookins Joanne Brookins's NYLIFE Securities LLC Experience September 2010 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company March 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Employee Benefits, Income Protection, Licensed in Long Term..., Retirement Income..., Small Business, Succession Planning, Business Insurance
Education
University of South Florida
Bachelor of Arts (B.A.), Psychology
NYLIFE Securities LLC September 2010 - Present
New York Life Insurance Company March 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Retirement, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, Customer Satisfaction, Employee Benefits, Income Protection, Licensed in Long Term..., Retirement Income..., Small Business, Succession Planning, Business Insurance
Education
University of South Florida
Bachelor of Arts (B.A.), Psychology
Fuat Bagsever Fuat Bagsever's NYLIFE Securities LLC Experience January 2010 - September 2013
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC January 2010 - September 2013
Skills
Leadership, Recruiting, Training, Coaching, Management, Sales Management, Small Business, Customer Retention, Cold Calling, Sales Process, Marketing, Succession Planning, Retirement Planning, Entrepreneurship, Salesforce.com
Education
University of South Florida 2006 — 2009
Bachelor of Science (B.S.)
St. Johns University 2005 — 2006
New York Life Insurance Company September 2013 - Present
NYLIFE Securities LLC January 2010 - September 2013
Skills
Leadership, Recruiting, Training, Coaching, Management, Sales Management, Small Business, Customer Retention, Cold Calling, Sales Process, Marketing, Succession Planning, Retirement Planning, Entrepreneurship, Salesforce.com
Education
University of South Florida 2006 — 2009
Bachelor of Science (B.S.)
St. Johns University 2005 — 2006
Bennie Currie Bennie Currie's NYLIFE Securities LLC Experience February 2013 - Present
Job Protecting and growing assets for individuals, families and business owners
Industry Financial Services
Experience
NYLIFE Securities, LLC February 2013 - Present
Business Leadership Council 2014 - 2015
Business Leadership Council 2014 - 2015
Business Leadership Council 2014 - 2015
BUILD Chicago 2014 - 2014
University of Chicago Laboratory Schools 1997 - 2014
CurrieComm June 2012 - March 2013
ComEd April 2009 - June 2012
City of Chicago October 2007 - April 2009
South Side Fire 2003 - 2008
Skills
401k Rollovers, Family Protection..., Management, Licensed in Long-term..., Estate Planning, Retirement Planning, Key Person Protection, Gifting Strategies, College Funding..., Wealth Preservation..., Legacies
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Sociology; minors in journalism and Spanish
Webster University 1989 — 1990
Marketing and Communications
Soldan High School 1975 — 1979
Diploma
NYLIFE Securities, LLC February 2013 - Present
Business Leadership Council 2014 - 2015
Business Leadership Council 2014 - 2015
Business Leadership Council 2014 - 2015
BUILD Chicago 2014 - 2014
University of Chicago Laboratory Schools 1997 - 2014
CurrieComm June 2012 - March 2013
ComEd April 2009 - June 2012
City of Chicago October 2007 - April 2009
South Side Fire 2003 - 2008
Skills
401k Rollovers, Family Protection..., Management, Licensed in Long-term..., Estate Planning, Retirement Planning, Key Person Protection, Gifting Strategies, College Funding..., Wealth Preservation..., Legacies
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Sociology; minors in journalism and Spanish
Webster University 1989 — 1990
Marketing and Communications
Soldan High School 1975 — 1979
Diploma
Daniel (Dan) Foley's NYLIFE Securities LLC Experience December 2014 - Present
Job Dedicated Financial Services Professional serving small businesses, high networth clients, and families
Industry Financial Services
Experience
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
U.S. Bank May 2013 - April 2014
Bank of America September 2011 - March 2013
Arizona Pain Specialists January 2009 - August 2011
Wachovia Bank of GA December 2006 - December 2008
BBVA Compass October 2001 - December 2006
Bank of America October 1990 - October 2001
Skills
Estate Planning, Wealth Preservation..., Succession Planning, Exit Strategies, Relationship Management, Leadership, Small Business, Account Management, Life Insurance, Sales, Charitable Gift Planning, Investments, Small Business Lending, Strategic Partnerships, Coaching, Executive Management
Education
University of Phoenix 1992 — 1995
Under-graduate Degree, Business Administration
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company May 2014 - Present
U.S. Bank May 2013 - April 2014
Bank of America September 2011 - March 2013
Arizona Pain Specialists January 2009 - August 2011
Wachovia Bank of GA December 2006 - December 2008
BBVA Compass October 2001 - December 2006
Bank of America October 1990 - October 2001
Skills
Estate Planning, Wealth Preservation..., Succession Planning, Exit Strategies, Relationship Management, Leadership, Small Business, Account Management, Life Insurance, Sales, Charitable Gift Planning, Investments, Small Business Lending, Strategic Partnerships, Coaching, Executive Management
Education
University of Phoenix 1992 — 1995
Under-graduate Degree, Business Administration
Cheri Patterson Cheri Patterson's NYLIFE Securities LLC Experience February 1987 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company February 1987 - Present
NYLIFE Securities LLC February 1987 - Present
Skills
Estate Planning, Retirement Planning, Asset Allocation, Life Insurance, Marketing, Sales, Leadership, Customer Service, Selling, Risk Management, Public Speaking, Management, Contract Negotiation, Team Building, Special Needs Trusts, Insurance, Mutual Funds, Time Management, Wealth Management, Annuity Sales, 401k Rollovers, Small Business, Long Term Care Insurance, Long-term Care, Strategic Planning, IRAs, Wealth Preservation..., 401k
Education
NMHS
NMHS
UNCC
Bachelor of Arts (B.A.), Spanish / Political Science
New York Life Insurance Company February 1987 - Present
NYLIFE Securities LLC February 1987 - Present
Skills
Estate Planning, Retirement Planning, Asset Allocation, Life Insurance, Marketing, Sales, Leadership, Customer Service, Selling, Risk Management, Public Speaking, Management, Contract Negotiation, Team Building, Special Needs Trusts, Insurance, Mutual Funds, Time Management, Wealth Management, Annuity Sales, 401k Rollovers, Small Business, Long Term Care Insurance, Long-term Care, Strategic Planning, IRAs, Wealth Preservation..., 401k
Education
NMHS
NMHS
UNCC
Bachelor of Arts (B.A.), Spanish / Political Science
Matthew Sanderson Matthew Sanderson's NYLIFE Securities LLC Experience February 2014 - March 2014
Job Business Account Manager at Wayfair
Industry Financial Services
Experience
Wayfair April 2015 - Present
Cayan April 2014 - April 2015
NYLIFE Securities LLC February 2014 - March 2014
Hingham Yacht Club May 2010 - August 2012
Skills
PowerPoint, Microsoft Word, Social Media, SPSS, Networking, Access, Microsoft Excel, Leadership, Sales, Microsoft Office, Payment Card Processing, Mobile Payments, Payment Industry, Credit Card Transaction...
Education
University of Rhode Island 2009 — 2013
Bachelor's degree Political Science with a History Minor, Political Science and Government
Hingham High School 2005 — 2009
Wayfair April 2015 - Present
Cayan April 2014 - April 2015
NYLIFE Securities LLC February 2014 - March 2014
Hingham Yacht Club May 2010 - August 2012
Skills
PowerPoint, Microsoft Word, Social Media, SPSS, Networking, Access, Microsoft Excel, Leadership, Sales, Microsoft Office, Payment Card Processing, Mobile Payments, Payment Industry, Credit Card Transaction...
Education
University of Rhode Island 2009 — 2013
Bachelor's degree Political Science with a History Minor, Political Science and Government
Hingham High School 2005 — 2009
Stanley Chen Partner at New York Life's NYLIFE Securities LLC Experience August 2012 - Present
Job Creating a Culture of Success for My Sales Organization Is My Passion. What Inspires You?
Industry Financial Services
Experience
New York Life & MainStay Investments December 2014 - Present
NYLIFE Securities LLC August 2012 - Present
Skills
Insurance, Leadership, Investments, Management, Fixed Annuities, Retirement Planning, Marketing, Estate Planning, Analysis, Small Business, IRAs, Recruiting, Training & Development, Talent Acquisition, Interviews, Hiring, Career Development, Mentoring, 401(k) Rollovers, Risk Management, Education Funding, Annuity Sales, Licensed in Long-Term..., Asset Protection, Multi-Generational..., Gifting Strategies, Wealth Preservation...
Education
University of Portland 2009 — 2011
BBA, Marketing and Management Major
New York Life & MainStay Investments December 2014 - Present
NYLIFE Securities LLC August 2012 - Present
Skills
Insurance, Leadership, Investments, Management, Fixed Annuities, Retirement Planning, Marketing, Estate Planning, Analysis, Small Business, IRAs, Recruiting, Training & Development, Talent Acquisition, Interviews, Hiring, Career Development, Mentoring, 401(k) Rollovers, Risk Management, Education Funding, Annuity Sales, Licensed in Long-Term..., Asset Protection, Multi-Generational..., Gifting Strategies, Wealth Preservation...
Education
University of Portland 2009 — 2011
BBA, Marketing and Management Major
Todd J. Jackson, LUTCF Todd J. Jackson, LUTCF's NYLIFE Securities LLC Experience February 2007 - Present
Job Financial Services ProfessionalLicensed Agent, New York Life
Industry Financial Services
Experience
NYLIFE Securities LLC February 2007 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Life Insurance, Mutual Funds, Fixed Annuities, Long-term Care, Health Insurance, Financial Services, Securities, Disability Insurance, Finance, Wealth, Strategic Financial...
Education
The University of Montana 1979 — 1984
Bachelor of Science (BS), Business Administration/Finance
Uni Hill
NYLIFE Securities LLC February 2007 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Life Insurance, Mutual Funds, Fixed Annuities, Long-term Care, Health Insurance, Financial Services, Securities, Disability Insurance, Finance, Wealth, Strategic Financial...
Education
The University of Montana 1979 — 1984
Bachelor of Science (BS), Business Administration/Finance
Uni Hill
Brian Fabrizio's NYLIFE Securities LLC Experience November 2006 - Present
Job Partner at Legacy Financial Group
Industry Financial Services
Experience
NYLIFE Securities LLC November 2006 - Present
Legacy Financial Group January 2012 - Present
US Bank 2004 - 2006
King Soopers 1997 - 2004
Skills
Retirement Planning, Investments, Retirement, Small Business, Estate Planning, 401 (k) Rollovers, Asset Protection, Wealth Preservation..., Annuity Sales, CLU, CRPC, CRPS, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., LUTCF, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, IRAs, 401k, Customer Service, Financial Services, Key Person Protection, Life Insurance, Protection..., Public Speaking, Strategic Financial..., Financial Planning, Financial Advisory
Education
University of Northern Colorado 2000 — 2003
BS, Business Admin
Roosevelt High School 1994 — 2000
NYLIFE Securities LLC November 2006 - Present
Legacy Financial Group January 2012 - Present
US Bank 2004 - 2006
King Soopers 1997 - 2004
Skills
Retirement Planning, Investments, Retirement, Small Business, Estate Planning, 401 (k) Rollovers, Asset Protection, Wealth Preservation..., Annuity Sales, CLU, CRPC, CRPS, Insurance, Gifting Strategies, Key person protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., LUTCF, Multi-Generational..., Multi-Generational..., Protection..., Succession Planning, IRAs, 401k, Customer Service, Financial Services, Key Person Protection, Life Insurance, Protection..., Public Speaking, Strategic Financial..., Financial Planning, Financial Advisory
Education
University of Northern Colorado 2000 — 2003
BS, Business Admin
Roosevelt High School 1994 — 2000
Eric Bowles, MBA Eric Bowles, MBA's NYLIFE Securities LLC Experience December 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company June 2013 - Present
RBCompany, LLC June 2009 - May 2013
Navy Federal Credit Union March 1996 - December 2008
Skills
Financial Services, Personal Finance, Long Term Care Insurance, Life Insurance, Estate Planning, Strategic Planning, Business Strategy, Business Relationship..., Management, Customer Satisfaction, Protection..., Buy-Sell Agreements, Income Protection, Lifetime Income..., Risk Management
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
NYLIFE Securities LLC December 2013 - Present
New York Life Insurance Company June 2013 - Present
RBCompany, LLC June 2009 - May 2013
Navy Federal Credit Union March 1996 - December 2008
Skills
Financial Services, Personal Finance, Long Term Care Insurance, Life Insurance, Estate Planning, Strategic Planning, Business Strategy, Business Relationship..., Management, Customer Satisfaction, Protection..., Buy-Sell Agreements, Income Protection, Lifetime Income..., Risk Management
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Jeff Mittelberg Jeff Mittelberg's NYLIFE Securities LLC Experience September 2011 - November 2012
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC September 2011 - November 2012
New York Life Insurance Company August 2009 - November 2012
Roslyn Delicatessan and Caterers June 2003 - March 2009
Skills
Insurance, Life Insurance, Sales Management, Job Coaching, Employee Training, Coaching, Management, Retirement Planning, Retirement Savings, New Business Development, Sales Process, Sales Presentations, Leadership, Strategic Planning, 401k Rollovers, Communication, Instructor-led Training, Financial Services, Sales Rep Training, Performance Consulting, Time Management, Marketing Strategy, Marketing, Small Business, Gifting Strategies, Key Person Protection, Legacies, Wealth Preservation..., Multi-generational..., Protection...
Education
University of Rhode Island 1996 — 2000
BA, Business Management
New York Life Insurance Company November 2012 - Present
NYLIFE Securities LLC September 2011 - November 2012
New York Life Insurance Company August 2009 - November 2012
Roslyn Delicatessan and Caterers June 2003 - March 2009
Skills
Insurance, Life Insurance, Sales Management, Job Coaching, Employee Training, Coaching, Management, Retirement Planning, Retirement Savings, New Business Development, Sales Process, Sales Presentations, Leadership, Strategic Planning, 401k Rollovers, Communication, Instructor-led Training, Financial Services, Sales Rep Training, Performance Consulting, Time Management, Marketing Strategy, Marketing, Small Business, Gifting Strategies, Key Person Protection, Legacies, Wealth Preservation..., Multi-generational..., Protection...
Education
University of Rhode Island 1996 — 2000
BA, Business Management
Derrick L. Deal, MBA Derrick L. Deal, MBA's NYLIFE Securities LLC Experience April 2013 - June 2015
Job Corporate Training, Curriculum Development and Implementation, and Quality Improvement Specialist
Industry Financial Services
Experience
Pearson April 2015 - Present
NYLIFE Securities LLC April 2013 - June 2015
New York Life Insurance Company April 2013 - June 2015
AIG October 2000 - April 2013
Refreshing Word Fellowship June 2005 - April 2010
Skills
Insurance, Retirement Planning, Investments, Estate Planning, 401k Rollovers, Small Business, Mutual Funds, Retirement, Asset Protection, Succession Planning, Life Insurance, Training, Finance, Licensed Life Insurance..., Process Improvement, Annuity Sales, Key Person Protection, Protection..., Analysis, Employee Benefits, Financial Services, Leadership, Securities, Team Building, Multi-generational..., Banking, Call Centers, Coaching, Benefits Administration, 401k, Conflict Resolution, Fixed Annuities, Leadership Development, Organizational..., Program Management, Risk Management, Series 7, Series 63, Strategic Financial..., Software Documentation, Financial Planning, Legacies, Multi-generational..., Six Sigma, Curriculum Development, Curriculum Design, Curriculum Mapping, Curriculum Assessment, Program Implementation
Education
University of Phoenix 2007 — 2012
MBA, Business Administration and Management, General
Villanova University 2010 — 2011
Lean Six Sigma Black Belt
Pearson April 2015 - Present
NYLIFE Securities LLC April 2013 - June 2015
New York Life Insurance Company April 2013 - June 2015
AIG October 2000 - April 2013
Refreshing Word Fellowship June 2005 - April 2010
Skills
Insurance, Retirement Planning, Investments, Estate Planning, 401k Rollovers, Small Business, Mutual Funds, Retirement, Asset Protection, Succession Planning, Life Insurance, Training, Finance, Licensed Life Insurance..., Process Improvement, Annuity Sales, Key Person Protection, Protection..., Analysis, Employee Benefits, Financial Services, Leadership, Securities, Team Building, Multi-generational..., Banking, Call Centers, Coaching, Benefits Administration, 401k, Conflict Resolution, Fixed Annuities, Leadership Development, Organizational..., Program Management, Risk Management, Series 7, Series 63, Strategic Financial..., Software Documentation, Financial Planning, Legacies, Multi-generational..., Six Sigma, Curriculum Development, Curriculum Design, Curriculum Mapping, Curriculum Assessment, Program Implementation
Education
University of Phoenix 2007 — 2012
MBA, Business Administration and Management, General
Villanova University 2010 — 2011
Lean Six Sigma Black Belt
Amber Flanagan Amber Flanagan's NYLIFE Securities LLC Experience December 2012 - Present
Job Helping business owners, professionals & their families protect for today & plan for tomorrow in the Greater NY area.
Industry Financial Services
Experience
NYLIFE Securities LLC December 2012 - Present
MetroWine Distribution Co August 2011 - December 2012
Phoenix/Beehive Distribution August 2010 - August 2011
Skills
Small Business, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Permanent Life Insurance, Marketing Strategy, Life Insurance, Insurance, Retirement Planning, IRAs, Wealth Accumulation, 401k, Income Protection, Commercial Insurance, Retirement, Long-term Care, Estate Planning, Financial Planners, Fixed Annuities, Financial Planning
Education
University of Nevada-Las Vegas 2007 — 2010
Bachelor of Arts (B.A.), Chemistry
NYLIFE Securities LLC December 2012 - Present
MetroWine Distribution Co August 2011 - December 2012
Phoenix/Beehive Distribution August 2010 - August 2011
Skills
Small Business, Long Term Care Insurance, Term Life Insurance, Disability Insurance, Permanent Life Insurance, Marketing Strategy, Life Insurance, Insurance, Retirement Planning, IRAs, Wealth Accumulation, 401k, Income Protection, Commercial Insurance, Retirement, Long-term Care, Estate Planning, Financial Planners, Fixed Annuities, Financial Planning
Education
University of Nevada-Las Vegas 2007 — 2010
Bachelor of Arts (B.A.), Chemistry
Chad Tucker Chad Tucker's NYLIFE Securities LLC Experience January 2012 - Present
Job Financial Adviser at Eagle Strategies LLC
Industry Financial Services
Experience
NYLIFE Securities LLC January 2012 - Present
Eagle Strategies, LLC February 2012 - Present
New York Life Insurance Company December 2011 - Present
Glass Financial September 2009 - December 2011
Charles A. Tucker, P.C. January 2003 - December 2011
Bridgestone Sports January 2002 - August 2002
International Golf August 1989 - December 2001
Skills
Insurance, Retirement, Retirement Planning, Investments, Estate Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Small Business, Succession Planning, Wealth Preservation..., Thought Leadership
Education
University of Oklahoma 1988 — 1993
BBA, Finance
NYLIFE Securities LLC January 2012 - Present
Eagle Strategies, LLC February 2012 - Present
New York Life Insurance Company December 2011 - Present
Glass Financial September 2009 - December 2011
Charles A. Tucker, P.C. January 2003 - December 2011
Bridgestone Sports January 2002 - August 2002
International Golf August 1989 - December 2001
Skills
Insurance, Retirement, Retirement Planning, Investments, Estate Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Licensed in Long-Term..., Multi-Generational..., Small Business, Succession Planning, Wealth Preservation..., Thought Leadership
Education
University of Oklahoma 1988 — 1993
BBA, Finance
Jeremy McRoberts Jeremy McRoberts's NYLIFE Securities LLC Experience December 2012 - May 2015
Job Annuity Counselor
Industry Financial Services
Experience
Fisher Investments June 2015 - Present
NYLIFE Securities LLC December 2012 - May 2015
New York Life Insurance Company December 2012 - May 2015
COUNTRY® Financial February 2009 - October 2011
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, IRAs, Financial Services, Finance, Small Business, Long Term Care Insurance, Long-term Care, Life Insurance, Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Time Management, Effective Communication, Legacies, Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, 401(k) Rollover
Education
University of Nevada-Reno
Fisher Investments June 2015 - Present
NYLIFE Securities LLC December 2012 - May 2015
New York Life Insurance Company December 2012 - May 2015
COUNTRY® Financial February 2009 - October 2011
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Disability Insurance, IRAs, Financial Services, Finance, Small Business, Long Term Care Insurance, Long-term Care, Life Insurance, Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Succession Planning, Wealth Preservation..., Time Management, Effective Communication, Legacies, Licensed in Long-Term..., Multi-Generational..., Multi-Generational..., Protection..., Thought Leadership, 401(k) Rollover
Education
University of Nevada-Reno
Peter Allenby Peter Allenby's NYLIFE Securities LLC Experience May 2014 - Present
Job Financial Services Professional helping individuals develop a sound financial strategy.
Industry Investment Management
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
Drew Sweetman's NYLIFE Securities LLC Experience September 2015 - Present
Job Senior Partner at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC September 2015 - Present
NYLIFE Securities LLC March 2011 - Present
New York Life Insurance Company September 2009 - March 2011
Education
University of Minnesota-Twin Cities 2002 — 2006
Economics
NYLIFE Securities LLC September 2015 - Present
NYLIFE Securities LLC March 2011 - Present
New York Life Insurance Company September 2009 - March 2011
Education
University of Minnesota-Twin Cities 2002 — 2006
Economics
Sean Swanson LUTCF, CLU®'s NYLIFE Securities LLC Experience October 2006 - February 2013
Job VUL Product Consultant, West Central Zone at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company July 2015 - Present
Element Insurance Partners August 2014 - Present
WoodsAbbottShoemaker May 2013 - July 2014
NYLIFE Securities, LLC October 2006 - February 2013
New York Life Insurance Company January 2009 - April 2012
Sean & Julie Swanson Music 1989 - 2012
Sean Swanson Music 1989 - 2012
King of Kings Lutheran Church, Omaha NE January 1997 - January 2005
St Paul;s Lutheran Church 1993 - 1996
Sitel 1989 - 1996
Skills
Telemarketing, Insurance, Music, Life Insurance, Investments, Leadership, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Term Life Insurance, Sales, Sales Management, Writing, Estate Planning, Mutual Funds, Public Speaking, Training, Financial Services, Series 6, Strategic Planning, Customer Service, Team Building, Finance, Long Term Care Insurance, Series 7, IRAs, Social Media, Business, Marketing, Marketing Strategy, Small Business, Health Insurance, Financial Planners, Cold Calling, Risk Management, Securities, Account Management, Entrepreneurship, Strategic Financial..., 401k, Customer Retention, Wealth Accumulation, Wealth Management, Time Management, Employee Benefits, Series 63
Education
University of Miami 1985 — 1989
B.A., Studio Music & Jazz - Voca Major, Opera minor
Millard North High School 1981 — 1985
New York Life Insurance Company July 2015 - Present
Element Insurance Partners August 2014 - Present
WoodsAbbottShoemaker May 2013 - July 2014
NYLIFE Securities, LLC October 2006 - February 2013
New York Life Insurance Company January 2009 - April 2012
Sean & Julie Swanson Music 1989 - 2012
Sean Swanson Music 1989 - 2012
King of Kings Lutheran Church, Omaha NE January 1997 - January 2005
St Paul;s Lutheran Church 1993 - 1996
Sitel 1989 - 1996
Skills
Telemarketing, Insurance, Music, Life Insurance, Investments, Leadership, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Term Life Insurance, Sales, Sales Management, Writing, Estate Planning, Mutual Funds, Public Speaking, Training, Financial Services, Series 6, Strategic Planning, Customer Service, Team Building, Finance, Long Term Care Insurance, Series 7, IRAs, Social Media, Business, Marketing, Marketing Strategy, Small Business, Health Insurance, Financial Planners, Cold Calling, Risk Management, Securities, Account Management, Entrepreneurship, Strategic Financial..., 401k, Customer Retention, Wealth Accumulation, Wealth Management, Time Management, Employee Benefits, Series 63
Education
University of Miami 1985 — 1989
B.A., Studio Music & Jazz - Voca Major, Opera minor
Millard North High School 1981 — 1985
Jeremy Pounds Jeremy Pounds's NYLIFE Securities LLC Experience May 2013 - March 2015
Job Marketing Representative at Brokerage Unlimited, Inc.
Industry Insurance
Experience
Brokerage Unlimited, Inc. April 2015 - Present
NYLIFE Securities LLC May 2013 - March 2015
New York Life Insurance Company May 2013 - March 2015
COUNTRY ® Financial July 2012 - April 2013
Midwest BankCentre November 2010 - July 2012
Oakville Inline Hockey December 2010 - June 2011
University of Missouri August 2008 - December 2009
Radio shack December 2005 - August 2009
Skills
Insurance, Retirement Planning, Life Insurance, Financial Services, Term Life Insurance, Asset Protection, Buy-Sell Agreements, Business Succession..., Retirement, Investments, Personal Finance, 401(k) Rollovers, Risk Management
Education
University of Missouri-Columbia 2006 — 2010
B.S, Business Administration; Economics/Real EstateSupport areas; Finance and Banking, Management
Oakville Senior High 2002 — 2006
Brokerage Unlimited, Inc. April 2015 - Present
NYLIFE Securities LLC May 2013 - March 2015
New York Life Insurance Company May 2013 - March 2015
COUNTRY ® Financial July 2012 - April 2013
Midwest BankCentre November 2010 - July 2012
Oakville Inline Hockey December 2010 - June 2011
University of Missouri August 2008 - December 2009
Radio shack December 2005 - August 2009
Skills
Insurance, Retirement Planning, Life Insurance, Financial Services, Term Life Insurance, Asset Protection, Buy-Sell Agreements, Business Succession..., Retirement, Investments, Personal Finance, 401(k) Rollovers, Risk Management
Education
University of Missouri-Columbia 2006 — 2010
B.S, Business Administration; Economics/Real EstateSupport areas; Finance and Banking, Management
Oakville Senior High 2002 — 2006
Carrie McIntosh's NYLIFE Securities LLC Experience April 2002 - April 2014
Job Senior Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC April 2002 - April 2014
Skills
Sales Rep Training, New Business Development, Marketing, Lead Generation, Time Management, Financial Services, Protection..., Retirement planning, Succession planning, Wealth Preservation..., Estate Planning
Education
The American College 2004 — 2012
LUTC, CLU, ChFC, Financial Services
University of Nebraska at Kearney 1988 — 1992
Bachelor's degree, Graphic Design Major/Marketing Minor
New York Life Insurance Company April 2014 - Present
NYLIFE Securities LLC April 2002 - April 2014
Skills
Sales Rep Training, New Business Development, Marketing, Lead Generation, Time Management, Financial Services, Protection..., Retirement planning, Succession planning, Wealth Preservation..., Estate Planning
Education
The American College 2004 — 2012
LUTC, CLU, ChFC, Financial Services
University of Nebraska at Kearney 1988 — 1992
Bachelor's degree, Graphic Design Major/Marketing Minor
Jeffrey L. Johnson CLU Jeffrey L. Johnson CLU's NYLIFE Securities LLC Experience May 1980 - Present
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC May 1980 - Present
New York Life Insurance Company February 1976 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Investments, IRA Rollovers, Licensed in Long Term...
Education
University of Pittsburgh 1968 — 1972
Bachelor's Degree, Economics
The American College
CLU
NYLIFE Securities LLC May 1980 - Present
New York Life Insurance Company February 1976 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Investments, IRA Rollovers, Licensed in Long Term...
Education
University of Pittsburgh 1968 — 1972
Bachelor's Degree, Economics
The American College
CLU
Sumer Rose Nolen's NYLIFE Securities LLC Experience May 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2014 - Present
Sun Orthodontix March 2004 - December 2013
Sun Orthodontix March 2010 - March 2011
Sun Orthodontix April 2007 - March 2010
Skills
Education Funding..., Retirement Planning, Licensed Life Insurance..., Leadership, 401k Rollovers, Account Management, Writing, Permanent Life Insurance, Supplements to Employee..., Networking, Annuity Sales, Communication, Insurance, Life Insurance, Small Business, Social Networking, Retirement
Education
University of Mississippi 2000 — 2004
Bachelors of Arts, Print Journalism with an Emphasis in Magazines
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company March 2014 - Present
Sun Orthodontix March 2004 - December 2013
Sun Orthodontix March 2010 - March 2011
Sun Orthodontix April 2007 - March 2010
Skills
Education Funding..., Retirement Planning, Licensed Life Insurance..., Leadership, 401k Rollovers, Account Management, Writing, Permanent Life Insurance, Supplements to Employee..., Networking, Annuity Sales, Communication, Insurance, Life Insurance, Small Business, Social Networking, Retirement
Education
University of Mississippi 2000 — 2004
Bachelors of Arts, Print Journalism with an Emphasis in Magazines
Scott O'Connor Scott O'Connor's NYLIFE Securities LLC Experience July 2014 - Present
Job Financial Services Professional with NYLIFE Securities, LLC
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities, LLC July 2014 - Present
O'Connor Media July 2011 - December 2013
Meredith November 2008 - November 2009
Fine Homebuilding Magazine July 2008 - October 2008
Travel + Leisure December 2006 - September 2007
Good Housekeeping 2003 - 2006
G&J USA Publication March 2001 - February 2002
Meredith July 2000 - March 2001
Gotham Incorporated November 1999 - July 2000
Skills
Life Insurance, Retirement Planning, Gifting Strategies, Licensed Life & Health..., Wealth Preservation..., Protection..., Annuity Sales, Business Development, Management, Social Media Marketing, Licensed in Long-Term..., Life Insurance..., Brand Development, Sales, Digital Marketing, Social Media, Marketing, Online Marketing, Financial Services, Email Marketing, Mobile Marketing, Leadership, Public Relations
Education
University of Richmond 1993 — 1997
E. Claiborne Robins School of Business B.S, Business Administration; Marketing
New York Life Insurance Company December 2013 - Present
NYLIFE Securities, LLC July 2014 - Present
O'Connor Media July 2011 - December 2013
Meredith November 2008 - November 2009
Fine Homebuilding Magazine July 2008 - October 2008
Travel + Leisure December 2006 - September 2007
Good Housekeeping 2003 - 2006
G&J USA Publication March 2001 - February 2002
Meredith July 2000 - March 2001
Gotham Incorporated November 1999 - July 2000
Skills
Life Insurance, Retirement Planning, Gifting Strategies, Licensed Life & Health..., Wealth Preservation..., Protection..., Annuity Sales, Business Development, Management, Social Media Marketing, Licensed in Long-Term..., Life Insurance..., Brand Development, Sales, Digital Marketing, Social Media, Marketing, Online Marketing, Financial Services, Email Marketing, Mobile Marketing, Leadership, Public Relations
Education
University of Richmond 1993 — 1997
E. Claiborne Robins School of Business B.S, Business Administration; Marketing
Nick Saucier Nick Saucier's NYLIFE Securities LLC Experience October 2014 - Present
Job Dedicated New York Life Agent helping to protect families in the Gulfcoast area.
Industry Financial Services
Experience
NYLIFE Securities, LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
MJD & Associates, PLLC March 2013 - March 2014
Dad's Super Pawn October 2011 - March 2013
Culumber, Fletcher, Harvey & Associates November 2010 - October 2011
Skills
Financial Services, Retirement Planning, Life Insurance, Small Business, Fixed Annuities, Buy-sell Agreements, Protection..., Income Protection, Risk Management, 401k Rollovers, Problem Solving, Asset Protection, Succession Planning, Licensed in Long Term..., Estate Planning, Business Planning, Creative Problem Solving, Personal Finance, Charitable Giving, Customer Service, Retirement Income..., Term Life Insurance, Permanent Life Insurance, Supplements to Employee..., Service Delivery, Strategic Planning, Business Development, Accounting, Finance, Management, Marketing, Microsoft Office, Public Speaking, Retirement
Education
University of Mississippi 2004 — 2009
Bachelor of Accountancy
St. John High School 2002 — 2004
Hancock High school
NYLIFE Securities, LLC October 2014 - Present
New York Life Insurance Company June 2014 - Present
MJD & Associates, PLLC March 2013 - March 2014
Dad's Super Pawn October 2011 - March 2013
Culumber, Fletcher, Harvey & Associates November 2010 - October 2011
Skills
Financial Services, Retirement Planning, Life Insurance, Small Business, Fixed Annuities, Buy-sell Agreements, Protection..., Income Protection, Risk Management, 401k Rollovers, Problem Solving, Asset Protection, Succession Planning, Licensed in Long Term..., Estate Planning, Business Planning, Creative Problem Solving, Personal Finance, Charitable Giving, Customer Service, Retirement Income..., Term Life Insurance, Permanent Life Insurance, Supplements to Employee..., Service Delivery, Strategic Planning, Business Development, Accounting, Finance, Management, Marketing, Microsoft Office, Public Speaking, Retirement
Education
University of Mississippi 2004 — 2009
Bachelor of Accountancy
St. John High School 2002 — 2004
Hancock High school
Derek Soldevila Derek Soldevila's NYLIFE Securities LLC Experience April 2013 - Present
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC April 2013 - Present
Henderson Drug May 2012 - April 2013
Skills
Insurance, Retirement Planning, Investments, Long-term Care, Risk Management, Life Insurance, Finance, Cold Calling, Retirement
Education
University of Mississippi 2007 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Finance, Risk Management and Insurance
NYLIFE Securities LLC April 2013 - Present
Henderson Drug May 2012 - April 2013
Skills
Insurance, Retirement Planning, Investments, Long-term Care, Risk Management, Life Insurance, Finance, Cold Calling, Retirement
Education
University of Mississippi 2007 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Finance, Risk Management and Insurance
Joe Ponchione Joe Ponchione's NYLIFE Securities LLC Experience March 2003 - Present
Job Principal at Ponchione Financial Group
Industry Financial Services
Experience
New York Life Insurance Company March 2003 - Present
NYLIFE Securities LLC March 2003 - Present
Ponchione Financial Group March 2003 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
University of Pittsburgh-Johnstown 1982 — 1986
Bachelor of Arts (BA), Finance
New York Life Insurance Company March 2003 - Present
NYLIFE Securities LLC March 2003 - Present
Ponchione Financial Group March 2003 - Present
Skills
401k Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., LUTCF, Multi-generational..., Multi-generational..., Protection..., Retirement, Retirement Planning, Small Business, Succession Planning, Wealth Preservation...
Education
University of Pittsburgh-Johnstown 1982 — 1986
Bachelor of Arts (BA), Finance
Jameson Bauman Jameson Bauman's NYLIFE Securities LLC Experience January 2010 - May 2015
Job Sales Development Manager at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
NYLIFE Securities LLC January 2010 - May 2015
Skills
Insurance, Securities, Retirement Planning, Fixed Annuities, Investments, Life Insurance, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities
Education
UNLV 2003 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bonanza H.S.
New York Life Insurance Company May 2015 - Present
NYLIFE Securities LLC January 2010 - May 2015
Skills
Insurance, Securities, Retirement Planning, Fixed Annuities, Investments, Life Insurance, Retirement, Mutual Funds, Series 63, Series 6, Variable Annuities
Education
UNLV 2003 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bonanza H.S.
Paul Hofland's NYLIFE Securities LLC Experience June 2013 - Present
Job Financial Services Professional with NYLIFE Securities, LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company May 2013 - Present
C.H. Robinson January 2011 - May 2013
Jersey Mike's Subs June 2009 - August 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Business Planning, Buy-sell Agreements, Account Management, Retirement
Education
University of North Texas 2006 — 2010
History
NYLIFE Securities LLC June 2013 - Present
New York Life Insurance Company May 2013 - Present
C.H. Robinson January 2011 - May 2013
Jersey Mike's Subs June 2009 - August 2009
Skills
401k Rollovers, Annuity Sales, Asset Protection, Business Insurance..., Business Planning, Buy-sell Agreements, Account Management, Retirement
Education
University of North Texas 2006 — 2010
History
Dan Fasciani Dan Fasciani's NYLIFE Securities LLC Experience July 2012 - Present
Job Financial Services Professional serving as your guide to financial prosperity
Industry Financial Services
Experience
NYLIFE Securities LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
Financial Foundation Group July 2010 - June 2012
Specialty Sports Venture October 2009 - March 2010
College Pro April 2009 - October 2009
Vail Resorts October 2008 - April 2009
Skills
Retirement Planning, Retirement, Insurance, 401k, Term Life Insurance, Estate Planning, 401k Rollovers, Fixed Annuities, Asset Protection, Wealth Preservation..., Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Investments, Multi-tasking Skills, Thought Leadership, Time Management, Life Insurance, Mutual Funds, Customer Service, Financial Planning, IRAs
Education
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Communication, General
Christian Fellowship School
NYLIFE Securities LLC July 2012 - Present
New York Life Insurance Company July 2012 - Present
Financial Foundation Group July 2010 - June 2012
Specialty Sports Venture October 2009 - March 2010
College Pro April 2009 - October 2009
Vail Resorts October 2008 - April 2009
Skills
Retirement Planning, Retirement, Insurance, 401k, Term Life Insurance, Estate Planning, 401k Rollovers, Fixed Annuities, Asset Protection, Wealth Preservation..., Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Protection..., Small Business, Succession Planning, Investments, Multi-tasking Skills, Thought Leadership, Time Management, Life Insurance, Mutual Funds, Customer Service, Financial Planning, IRAs
Education
University of Northern Colorado 2004 — 2008
Bachelor of Science (BS), Communication, General
Christian Fellowship School
Sherry Tsang's NYLIFE Securities LLC Experience September 2005 - December 2014
Job Giving Opportunities to Those Who Want to Build a Financial Services Business, Backed by a Fortune 100
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC September 2005 - December 2014
New York Life Insurance Company September 2005 - December 2014
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Legacies, Protection..., Fixed Annuities, Investments, Finance, Disability Insurance, Life Insurance, Financial Services
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.)
Stuyvesant High School 1997 — 2001
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC September 2005 - December 2014
New York Life Insurance Company September 2005 - December 2014
Skills
Insurance, 401k Rollovers, Annuity Sales, Estate Planning, Legacies, Protection..., Fixed Annuities, Investments, Finance, Disability Insurance, Life Insurance, Financial Services
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.)
Stuyvesant High School 1997 — 2001
Robert Pfromm Robert Pfromm's NYLIFE Securities LLC Experience January 2014 - Present
Job Financial Services Professional helping clients in the Kansas City area to organize, grow and protect their assets.
Industry Insurance
Experience
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC January 2014 - Present
Volunteer Educator and Public Speaker 1979 - Present
South Kansas City Gold Buyer June 2009 - December 2013
Freelance Writing 2009 - November 2013
New World International Language Institute May 2012 - December 2012
Weight Watchers August 2005 - February 2007
CenturyLink October 2002 - February 2005
Crown Philanthropic Solutions June 1999 - September 2002
Pfromm Cleaning Services July 1994 - May 1999
Skills
Small Business, Retirement Planning, Investments, Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Licensed in Long Term..., Key Person Protection, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Legacies, Protection..., Multi-generational..., Multi-generational..., Retirement, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Coaching, Customer Service, Life Insurance, Management, Marketing, Public Speaking, Team Building, Training
Education
Canadian Institute of English and Applied Neuroscience 2012 — 2012
TESOL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Marine City High School
High School Diploma
University of Minnesota-Twin Cities
New York Life Insurance Company December 2013 - Present
NYLIFE Securities LLC January 2014 - Present
Volunteer Educator and Public Speaker 1979 - Present
South Kansas City Gold Buyer June 2009 - December 2013
Freelance Writing 2009 - November 2013
New World International Language Institute May 2012 - December 2012
Weight Watchers August 2005 - February 2007
CenturyLink October 2002 - February 2005
Crown Philanthropic Solutions June 1999 - September 2002
Pfromm Cleaning Services July 1994 - May 1999
Skills
Small Business, Retirement Planning, Investments, Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Licensed in Long Term..., Key Person Protection, Asset Protection, Estate Planning, Insurance, Gifting Strategies, Legacies, Protection..., Multi-generational..., Multi-generational..., Retirement, Succession Planning, Wealth Preservation..., Communication, Multi-tasking Skills, Time Management, Thought Leadership, Coaching, Customer Service, Life Insurance, Management, Marketing, Public Speaking, Team Building, Training
Education
Canadian Institute of English and Applied Neuroscience 2012 — 2012
TESOL, Teaching English as a Second or Foreign Language/ESL Language Instructor
Marine City High School
High School Diploma
University of Minnesota-Twin Cities
Kate Kilcommons's NYLIFE Securities LLC Experience May 2014 - August 2015
Job Financial Services Professional at MassMutual Southern New England
Industry Financial Services
Experience
MassMutual Southern New England August 2015 - Present
NYLIFE Securities LLC May 2014 - August 2015
KSA Commercial Construction Corp. February 2011 - May 2014
Provincial Homes Corp. 2012 - 2013
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
North Kingstown High School
MassMutual Southern New England August 2015 - Present
NYLIFE Securities LLC May 2014 - August 2015
KSA Commercial Construction Corp. February 2011 - May 2014
Provincial Homes Corp. 2012 - 2013
Education
University of Rhode Island 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
North Kingstown High School
Dan Sanderson Dan Sanderson's NYLIFE Securities LLC Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC August 2014 - Present
Portsmouth High School June 2014 - Present
New York Life Insurance Company December 2013 - Present
INNOVEX Co May 2011 - October 2013
BroadbandQWireless March 2010 - September 2011
Iron Mountain 2007 - July 2010
IKON 2000 - 2007
Skills
Direct Sales, Sales, Sales Process, Solution Selling, Account Management, Sales Management, B2B, Lead Generation, Sales Operations, Sales Presentations, Customer Retention, Leadership, SaaS, New Business Development, Sales Process..., Customer Satisfaction, CRM, Professional Services, Managed Services, Enterprise Software, Business Development, Strategic Partnerships, Contract Negotiation, Channel Partners, 401k Rollovers, Annuity Sales, Asset Protection, Business insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Financial Services, IRA Rollovers, Permanent Life Insurance, Retirement Planning, Wealth Preservation..., Insurance, Cold Calling, Salesforce.com, Team Building, Customer Service, Marketing, Marketing Strategy, Management, Strategic Planning, Negotiation
Education
University of Rhode Island 1990 — 1993
Bachelor's degree, Political Science and Government
Portsmouth High School Football
NYLIFE Securities LLC August 2014 - Present
Portsmouth High School June 2014 - Present
New York Life Insurance Company December 2013 - Present
INNOVEX Co May 2011 - October 2013
BroadbandQWireless March 2010 - September 2011
Iron Mountain 2007 - July 2010
IKON 2000 - 2007
Skills
Direct Sales, Sales, Sales Process, Solution Selling, Account Management, Sales Management, B2B, Lead Generation, Sales Operations, Sales Presentations, Customer Retention, Leadership, SaaS, New Business Development, Sales Process..., Customer Satisfaction, CRM, Professional Services, Managed Services, Enterprise Software, Business Development, Strategic Partnerships, Contract Negotiation, Channel Partners, 401k Rollovers, Annuity Sales, Asset Protection, Business insurance..., Buy-sell Agreements, Education Funding..., Estate Planning, Financial Services, IRA Rollovers, Permanent Life Insurance, Retirement Planning, Wealth Preservation..., Insurance, Cold Calling, Salesforce.com, Team Building, Customer Service, Marketing, Marketing Strategy, Management, Strategic Planning, Negotiation
Education
University of Rhode Island 1990 — 1993
Bachelor's degree, Political Science and Government
Portsmouth High School Football
Ryan Leisle Ryan Leisle's NYLIFE Securities LLC Experience July 2013 - Present
Job Ryan Leisle Passionate Financial Services Professional, blessed father of three and loving husband.
Industry Financial Services
Experience
New York Life Insurance Company February 2013 - Present
NYLIFE Securities LLC July 2013 - Present
Missoula Federal Credit Union August 2009 - February 2013
Missoula Federal Credit Union August 2006 - August 2009
Missoula Federal Credit Union March 2003 - August 2006
Skills
Retirement Planning, Annuity Sales, Licensed Life Insurance..., Protection..., Small Business, Key Person Protection, 401(k) Rollovers, Licensed in Long-Term..., Wealth Preservation..., Multi-Generational..., Gifting Strategies, Legacies, Investments
Education
University of Montana 1999 — 2000
Sentinel High School 1995 — 1997
Washington Union High School 1993 — 1995
LM30
New York Life Insurance Company February 2013 - Present
NYLIFE Securities LLC July 2013 - Present
Missoula Federal Credit Union August 2009 - February 2013
Missoula Federal Credit Union August 2006 - August 2009
Missoula Federal Credit Union March 2003 - August 2006
Skills
Retirement Planning, Annuity Sales, Licensed Life Insurance..., Protection..., Small Business, Key Person Protection, 401(k) Rollovers, Licensed in Long-Term..., Wealth Preservation..., Multi-Generational..., Gifting Strategies, Legacies, Investments
Education
University of Montana 1999 — 2000
Sentinel High School 1995 — 1997
Washington Union High School 1993 — 1995
LM30
Jan Harr Jan Harr's NYLIFE Securities LLC Experience April 2011 - Present
Job I'm Hiring! Looking for Experienced Sales Professionals with a background or strong interest in Financial Service.
Industry Financial Services
Experience
NYLIFE Securities LLC April 2011 - Present
Lennar 2006 - 2007
Marriott Vacation Club International 1994 - 2004
Wilson Davis & Company 1984 - 1988
Skills
Profit, International Sales, Sales, Sales Management, New Business Development, Contract Negotiation, Sales Process, Cold Calling, Team Building, Selling, Customer Service, Insurance, Customer Satisfaction, Lead Generation, CRM, Marketing, Recruiting, Strategy, Operations Management, Management, Solution Selling, Negotiation, Customer Retention, Start-ups, Business Development, Retail, Strategic Planning, Sales Operations, B2B, Leadership, Salesforce.com, Training, Account Management, Coaching, Entrepreneurship, Analysis, Finance, Financial Services, Executive Management, Retirement, Direct Sales, Small Business, Budgets, Business Planning, Investments
Education
University of Nevada-Las Vegas 1993 — 1996
Civil Engineering
University of Nevada-Las Vegas 1978 — 1981
BS, Business/Hotel Management
John Adams 1972 — 1976
Goddard JHS
NYLIFE Securities LLC April 2011 - Present
Lennar 2006 - 2007
Marriott Vacation Club International 1994 - 2004
Wilson Davis & Company 1984 - 1988
Skills
Profit, International Sales, Sales, Sales Management, New Business Development, Contract Negotiation, Sales Process, Cold Calling, Team Building, Selling, Customer Service, Insurance, Customer Satisfaction, Lead Generation, CRM, Marketing, Recruiting, Strategy, Operations Management, Management, Solution Selling, Negotiation, Customer Retention, Start-ups, Business Development, Retail, Strategic Planning, Sales Operations, B2B, Leadership, Salesforce.com, Training, Account Management, Coaching, Entrepreneurship, Analysis, Finance, Financial Services, Executive Management, Retirement, Direct Sales, Small Business, Budgets, Business Planning, Investments
Education
University of Nevada-Las Vegas 1993 — 1996
Civil Engineering
University of Nevada-Las Vegas 1978 — 1981
BS, Business/Hotel Management
John Adams 1972 — 1976
Goddard JHS
J. Craig Moore, CLU, ChFC J. Craig Moore, CLU, ChFC's NYLIFE Securities LLC Experience July 1985 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company July 1985 - Present
NYLIFE Securities LLC July 1985 - Present
American National Bank June 1981 - July 1985
Skills
Annuities, Mutual Funds, Life Insurance, Retirement Planning, Retirement, Insurance, Financial Services, Investments, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Small Business, Sucession planning, Wealth Preservation..., Long-term Care, Fixed Annuities, Securities, Wealth Accumulation, Key Person Insurance, 401(k) Rollovers, Wealth Transfer..., Life Insurance..., Lifetime Income..., Education Funding..., IRA Rollovers, Supplements to Employee..., Whole Life Insurance, Buy-sell Agreements, Succession Planning, Permanent Life Insurance, Term Life Insurance, Long-Term Care Insurance, Business Succession..., Legacy Planning, Charitable Giving
Education
University of Missouri-Columbia 1976 — 1981
Bachelor of Science, Finance and Banking
Fort Osage High School 1972 — 1976
New York Life Insurance Company July 1985 - Present
NYLIFE Securities LLC July 1985 - Present
American National Bank June 1981 - July 1985
Skills
Annuities, Mutual Funds, Life Insurance, Retirement Planning, Retirement, Insurance, Financial Services, Investments, Estate Planning, 401k Rollovers, Annuity Sales, Asset Protection, CLU, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Multi-Generational..., Protection..., Small Business, Sucession planning, Wealth Preservation..., Long-term Care, Fixed Annuities, Securities, Wealth Accumulation, Key Person Insurance, 401(k) Rollovers, Wealth Transfer..., Life Insurance..., Lifetime Income..., Education Funding..., IRA Rollovers, Supplements to Employee..., Whole Life Insurance, Buy-sell Agreements, Succession Planning, Permanent Life Insurance, Term Life Insurance, Long-Term Care Insurance, Business Succession..., Legacy Planning, Charitable Giving
Education
University of Missouri-Columbia 1976 — 1981
Bachelor of Science, Finance and Banking
Fort Osage High School 1972 — 1976
Sarah Mosley Sarah Mosley's NYLIFE Securities LLC Experience October 2012 - Present
Job Partner at Mosley Financial Group
Industry Financial Services
Experience
Mosley Financial Group October 2012 - Present
Eagle Strategies, LLC November 2013 - Present
NYLIFE Securities, LLC October 2012 - Present
New York Life Insurance Company January 2012 - Present
Maine Healthy Beaches Program June 2006 - December 2011
New York Life Insurance Company June 1998 - December 2011
Roffer's Ocean Fishing Forecasting Services September 2004 - March 2006
Skills
Retirement Planning, Financial Services, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Protection..., Disability Insurance, Environmental Issues, Environmental Education, Volunteer Coordination, Volunteer Training
Education
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), Marine Science Affairs
University of Southern Maine 2008 — 2010
Graduate Certificate, Geographic Information Science and Cartography
Mosley Financial Group October 2012 - Present
Eagle Strategies, LLC November 2013 - Present
NYLIFE Securities, LLC October 2012 - Present
New York Life Insurance Company January 2012 - Present
Maine Healthy Beaches Program June 2006 - December 2011
New York Life Insurance Company June 1998 - December 2011
Roffer's Ocean Fishing Forecasting Services September 2004 - March 2006
Skills
Retirement Planning, Financial Services, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Investments, Gifting Strategies, Key Person Protection, Multi-generational..., Succession Planning, Protection..., Disability Insurance, Environmental Issues, Environmental Education, Volunteer Coordination, Volunteer Training
Education
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), Marine Science Affairs
University of Southern Maine 2008 — 2010
Graduate Certificate, Geographic Information Science and Cartography
Robert J. Killian Robert J. Killian's NYLIFE Securities LLC Experience December 2007 - Present
Job
Industry Financial Services
Experience
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company March 2007 - Present
SovereignBank September 1990 - November 2006
Old Stone Bank, Attleboro Pawtucket Savings, Hospital Trust Bank August 1984 - August 1990
Skills
Strategic Financial..., Retirement Planning, IRA Strategies, Special Needs Planning, College Planning & 529, Insurance, Investments, Small Business, Financial Services, Ongoing Client Service, Mutual Funds, Special Needs Resource, Employee Benefits, Disability Insurance, Long Term Care Insurance, Annuities
Education
University of Rhode Island 1979 — 1984
BA, Economics and Management (minor)
Saint Raphael Academy 1974 — 1978
High School, College Preparatory
NYLIFE Securities LLC December 2007 - Present
New York Life Insurance Company March 2007 - Present
SovereignBank September 1990 - November 2006
Old Stone Bank, Attleboro Pawtucket Savings, Hospital Trust Bank August 1984 - August 1990
Skills
Strategic Financial..., Retirement Planning, IRA Strategies, Special Needs Planning, College Planning & 529, Insurance, Investments, Small Business, Financial Services, Ongoing Client Service, Mutual Funds, Special Needs Resource, Employee Benefits, Disability Insurance, Long Term Care Insurance, Annuities
Education
University of Rhode Island 1979 — 1984
BA, Economics and Management (minor)
Saint Raphael Academy 1974 — 1978
High School, College Preparatory
Steven Weinkle's NYLIFE Securities LLC Experience August 1994 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC August 1994 - Present
New York Life Insurance Company September 1991 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Financial Services, Retirement, Fixed Annuities, Investments, Small Business, Customer Service, Mutual Funds, 401k, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Leadership, Long-term Care, IRAs, Wealth Management, Securities, Personal Finance
Education
University of Miami
BA, Psycology
University of Miami
Psychology
NYLIFE Securities LLC August 1994 - Present
New York Life Insurance Company September 1991 - Present
Skills
Retirement Planning, Estate Planning, Insurance, Financial Services, Retirement, Fixed Annuities, Investments, Small Business, Customer Service, Mutual Funds, 401k, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Leadership, Long-term Care, IRAs, Wealth Management, Securities, Personal Finance
Education
University of Miami
BA, Psycology
University of Miami
Psychology
Michael T. Hall, ChFC®, CASL, LTCP's NYLIFE Securities LLC Experience September 2000 - Present
Job Financial Adviser helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Eagle Strategies LLC February 2007 - Present
New York Life Insurance Company September 2000 - Present
NYLIFE Securities LLC September 2000 - Present
Michael T. Hall and Associates 1989 - 2000
National Life of Vermont 1984 - 1989
Skills
401k Rollovers, Retirement Planning, Estate Planning, Key Person Protection, Wealth Accumulation, Protection..., Lifetime Income..., Variable Annuities, Retirement Income..., Buy-Sell Agreements, Investments, Creative Problem Solving, Business Networking, Long Term Care Insurance
Education
The American College 1998 — 1999
Chartered Financial Consultant-ChFC ®
University of South Florida 1980 — 1984
Jesuit High School 1976 — 1980
Christopher Blahut's NYLIFE Securities LLC Experience June 2013 - September 2014
Job Financial Planner at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
New York Life Insurance Company June 2013 - September 2014
NYLIFE Securities LLC June 2013 - September 2014
Skills
401(k) Rollovers, Key Person Protection, Asset Protection, Estate Planning, Succession Planning, Multi-generational..., Annuity Sales, Insurance, Gifting Strategies, Legacies, Retirement planning, Wealth Preservation..., Multi-generational..., Small Business, Investments, Financial Analysis, Bonds, Loans, Financial Services, Retirement Planning, Mortgage Lending, Securities
Education
University of Southern California 1982 — 1986
B.A., Economics
high school
Prudential Financial October 2014 - Present
New York Life Insurance Company June 2013 - September 2014
NYLIFE Securities LLC June 2013 - September 2014
Skills
401(k) Rollovers, Key Person Protection, Asset Protection, Estate Planning, Succession Planning, Multi-generational..., Annuity Sales, Insurance, Gifting Strategies, Legacies, Retirement planning, Wealth Preservation..., Multi-generational..., Small Business, Investments, Financial Analysis, Bonds, Loans, Financial Services, Retirement Planning, Mortgage Lending, Securities
Education
University of Southern California 1982 — 1986
B.A., Economics
high school
Kevin Kristof's NYLIFE Securities LLC Experience November 2014 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Sports
Experience
NYLIFE Securities LLC November 2014 - Present
Zero Gravity Basketball August 2012 - July 2014
USGA August 2009 - 2012
USGA June 2007 - August 2008
United States Golf Association 2006 - 2008
Skills
Sports Management, Sports Marketing, Sports, Sponsorship, Ticket Sales, Event Management, Event Planning, Golf, Facebook, Athletics, Social Media, Fundraising, Public Relations, Social Media Marketing, Marketing, Social Networking, Sponsorship Sales
Education
University of Massachusetts, Amherst 2003 — 2007
Sport Management
NYLIFE Securities LLC November 2014 - Present
Zero Gravity Basketball August 2012 - July 2014
USGA August 2009 - 2012
USGA June 2007 - August 2008
United States Golf Association 2006 - 2008
Skills
Sports Management, Sports Marketing, Sports, Sponsorship, Ticket Sales, Event Management, Event Planning, Golf, Facebook, Athletics, Social Media, Fundraising, Public Relations, Social Media Marketing, Marketing, Social Networking, Sponsorship Sales
Education
University of Massachusetts, Amherst 2003 — 2007
Sport Management
Char Rigelman's NYLIFE Securities LLC Experience May 1986 - Present
Job Financial Advisor at Eagle Strategies helping individuals & business owners create preserve & distribute wealth.
Industry Financial Services
Experience
New York Life Insurance Company May 1986 - Present
NYLIFE Securities, LLC May 1986 - Present
Eagle Strategies LLC May 1986 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, 401k Rollovers, Life Insurance Stragies, Business Insurance..., Long Term Care Planning, Retirement Income..., Estate Planning, Finance
Education
University of Minnesota-Twin Cities
New York Life Insurance Company May 1986 - Present
NYLIFE Securities, LLC May 1986 - Present
Eagle Strategies LLC May 1986 - Present
Skills
Retirement Planning, Mutual Funds, Retirement, 401k Rollovers, Life Insurance Stragies, Business Insurance..., Long Term Care Planning, Retirement Income..., Estate Planning, Finance
Education
University of Minnesota-Twin Cities
Henry Sweat's NYLIFE Securities LLC Experience July 2013 - March 2015
Job Financial Profesional with AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2015 - Present
Nylife Securities, LLC July 2013 - March 2015
Capital One November 2012 - June 2013
Capital One October 2011 - November 2012
Bank of America November 2009 - October 2011
Bank of America June 2008 - November 2009
Bank of America July 2005 - June 2008
Skills
Sales, Investments, Public Speaking, Retirement Planning, 401k Rollovers, Annuity Sales, Life Insurance..., Legacy Planning, Asset Protection, Communication, Customer Satisfaction, Education Funding..., IRA Rollovers, Key Person Insurance, Personal Finance, Wealth Transfer..., Life Insurance, Finance, Financial Services, Leadership, Credit, Portfolio Management, Customer Service, Risk Management, Insurance, Underwriting, Management, Residential Mortgages
Education
University of Missouri-Columbia 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Irving MacArthur
AXA Advisors March 2015 - Present
Nylife Securities, LLC July 2013 - March 2015
Capital One November 2012 - June 2013
Capital One October 2011 - November 2012
Bank of America November 2009 - October 2011
Bank of America June 2008 - November 2009
Bank of America July 2005 - June 2008
Skills
Sales, Investments, Public Speaking, Retirement Planning, 401k Rollovers, Annuity Sales, Life Insurance..., Legacy Planning, Asset Protection, Communication, Customer Satisfaction, Education Funding..., IRA Rollovers, Key Person Insurance, Personal Finance, Wealth Transfer..., Life Insurance, Finance, Financial Services, Leadership, Credit, Portfolio Management, Customer Service, Risk Management, Insurance, Underwriting, Management, Residential Mortgages
Education
University of Missouri-Columbia 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Irving MacArthur
Gene Manning's NYLIFE Securities LLC Experience September 2011 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC September 2011 - March 2013
Prudential Financial December 2009 - August 2011
Plynet, Inc July 2005 - November 2009
Skills
Accounting, Small Business, Finance, Strategic Financial..., Tax, Student Financial Aid, Investments, Insurance, Retirement Planning, Strategic Planning, Budgets, Sales, Mutual Funds, Financial Analysis, Management, Securities, Analysis, Marketing, Fixed Annuities, Microsoft Excel
Education
UNC Chapel Hill 1973 — 1977
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1977
BS, Business Administration
NYLIFE Securities LLC September 2011 - March 2013
Prudential Financial December 2009 - August 2011
Plynet, Inc July 2005 - November 2009
Skills
Accounting, Small Business, Finance, Strategic Financial..., Tax, Student Financial Aid, Investments, Insurance, Retirement Planning, Strategic Planning, Budgets, Sales, Mutual Funds, Financial Analysis, Management, Securities, Analysis, Marketing, Fixed Annuities, Microsoft Excel
Education
UNC Chapel Hill 1973 — 1977
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1973 — 1977
BS, Business Administration
Roger D. Sims, CLU's NYLIFE Securities LLC Experience June 2001 - Present
Job Agent at New York Life Insurance Company
Industry Insurance
Experience
NYLIFE Securities LLC June 2001 - Present
New York Life Insurance Company March 2001 - Present
Skills
Key Person Protection, Estate Planning, Licensed Life Insurance..., Protection..., Annuity Sales, CLU, Wealth Preservation..., Retirement Planning, Succession Planning, Multi-generational..., Asset Protection, Retirement, Small Business, Investments, Licensed in Long-Term..., 401(k) Rollovers, LUTCF, Gifting Strategies, Legacies, Multi-generational...
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
T. Wingate Andrews High 1982 — 1986
NYLIFE Securities LLC June 2001 - Present
New York Life Insurance Company March 2001 - Present
Skills
Key Person Protection, Estate Planning, Licensed Life Insurance..., Protection..., Annuity Sales, CLU, Wealth Preservation..., Retirement Planning, Succession Planning, Multi-generational..., Asset Protection, Retirement, Small Business, Investments, Licensed in Long-Term..., 401(k) Rollovers, LUTCF, Gifting Strategies, Legacies, Multi-generational...
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Business Administration
T. Wingate Andrews High 1982 — 1986
Stan Talbott's NYLIFE Securities LLC Experience November 2012 - October 2013
Job Optimal Health Coach / Author / Endurance Athlete
Industry Health, Wellness and Fitness
Experience
Self-Employed November 2013 - Present
Nylife Securities LLC November 2012 - October 2013
Amazon February 2011 - November 2012
Wachovia Securites/Wells Fargo Advisors October 2008 - October 2010
Skills
Wellness Coaching, Education, Goal Setting, Weight Loss Coaching, Weight Loss, Endurance, Lifestyle Coaching, Fiction Writing, Screenwriting
Education
University of Oregon 2005 — 2008
Master's
University of Oregon 1984 — 1986
Bachelor of Science
Self-Employed November 2013 - Present
Nylife Securities LLC November 2012 - October 2013
Amazon February 2011 - November 2012
Wachovia Securites/Wells Fargo Advisors October 2008 - October 2010
Skills
Wellness Coaching, Education, Goal Setting, Weight Loss Coaching, Weight Loss, Endurance, Lifestyle Coaching, Fiction Writing, Screenwriting
Education
University of Oregon 2005 — 2008
Master's
University of Oregon 1984 — 1986
Bachelor of Science
Aaron M. Ellyson's NYLIFE Securities LLC Experience March 2013 - Present
Job Financial Services Professional Planning for the Expected, Preparing for the Unexpected, New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Tucson Young Professionals April 2013 - Present
BNI August 2014 - Present
BNI November 2013 - July 2014
Principal Financial Group March 2012 - February 2013
Leslie's Poolmart, Inc. 2005 - 2012
Dun & Bradstreet January 2001 - January 2003
Skills
Sales, Term Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Personal Finance, Permanent Life Insurance, Annuity Sales, Business Networking, Buy-sell Agreements, Financial Services, IRA Rollovers, Life Insurance..., Supplements to Employee..., Small Business, Key Person Insurance, Gifting Strategies, Risk Management, Wealth Preservation..., Life Insurance, IRAs, Finance, Insurance, Leadership, Marketing Strategy, Public Speaking, Social Networking, Strategic Planning, Team Building
Education
University of Phoenix 2014 — 2016
Master's Degree, Finance and Financial Management Services
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
New York Life Insurance Company March 2013 - Present
NYLIFE Securities LLC March 2013 - Present
Tucson Young Professionals April 2013 - Present
BNI August 2014 - Present
BNI November 2013 - July 2014
Principal Financial Group March 2012 - February 2013
Leslie's Poolmart, Inc. 2005 - 2012
Dun & Bradstreet January 2001 - January 2003
Skills
Sales, Term Life Insurance, Retirement Planning, Estate Planning, 401k Rollovers, Personal Finance, Permanent Life Insurance, Annuity Sales, Business Networking, Buy-sell Agreements, Financial Services, IRA Rollovers, Life Insurance..., Supplements to Employee..., Small Business, Key Person Insurance, Gifting Strategies, Risk Management, Wealth Preservation..., Life Insurance, IRAs, Finance, Insurance, Leadership, Marketing Strategy, Public Speaking, Social Networking, Strategic Planning, Team Building
Education
University of Phoenix 2014 — 2016
Master's Degree, Finance and Financial Management Services
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Dennis R. Carter's NYLIFE Securities LLC Experience January 2015 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company July 2013 - Present
Southern Hills Hospital and Medical Center November 2012 - September 2013
Stewart, Archibald & Barney, LLP January 2010 - November 2012
Stewart, Archibald & Barney, LLP July 2007 - December 2009
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Key Person Protection, Small Business, Wealth Preservation..., Gifting Strategies, Estate Planning, Asset Protection, Legacies, 401k Rollovers
Education
University of Nevada-Las Vegas 2002 — 2006
BSBA, Accounting
Green Valley High School
Honors Diploma
NYLIFE Securities LLC January 2015 - Present
New York Life Insurance Company July 2013 - Present
Southern Hills Hospital and Medical Center November 2012 - September 2013
Stewart, Archibald & Barney, LLP January 2010 - November 2012
Stewart, Archibald & Barney, LLP July 2007 - December 2009
Skills
Licensed Life Insurance..., Insurance, Annuity Sales, Key Person Protection, Small Business, Wealth Preservation..., Gifting Strategies, Estate Planning, Asset Protection, Legacies, 401k Rollovers
Education
University of Nevada-Las Vegas 2002 — 2006
BSBA, Accounting
Green Valley High School
Honors Diploma
Cammy Harms's NYLIFE Securities LLC Experience June 2013 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC June 2013 - Present
American Century Investments February 1992 - November 2008
American Century Investments January 1992 - November 2008
Skills
Retirement Planning, Retirement, 401k Rollovers, Annuity Sales, Protection..., Small Business, Key Person Protection, Asset Protection, Gifting Strategies, Multi-generational..., Licensed Life Insurance..., Asset Allocation, Mutual Funds, Financial Services, Investments, Life Insurance, Portfolio Management, Series 63, Investment Strategies, Relationship Management, Public Speaking
Education
University of Nebraska at Omaha 1986 — 1988
Bachelor of Science, Marketing
University of Nebraska-Lincoln 1986 — 1987
Bachelor of Science (BS), Marketing
Arizona State University 1984 — 1985
Millard South High School 1980 — 1984
and Professional Training
Bachelor of Science (BS), Marketing
NYLIFE Securities LLC June 2013 - Present
American Century Investments February 1992 - November 2008
American Century Investments January 1992 - November 2008
Skills
Retirement Planning, Retirement, 401k Rollovers, Annuity Sales, Protection..., Small Business, Key Person Protection, Asset Protection, Gifting Strategies, Multi-generational..., Licensed Life Insurance..., Asset Allocation, Mutual Funds, Financial Services, Investments, Life Insurance, Portfolio Management, Series 63, Investment Strategies, Relationship Management, Public Speaking
Education
University of Nebraska at Omaha 1986 — 1988
Bachelor of Science, Marketing
University of Nebraska-Lincoln 1986 — 1987
Bachelor of Science (BS), Marketing
Arizona State University 1984 — 1985
Millard South High School 1980 — 1984
and Professional Training
Bachelor of Science (BS), Marketing
John Falgoust's NYLIFE Securities LLC Experience December 1988 - Present
Job Agent with New York Life Insurance Company
Industry Financial Services
Experience
NYLIFE Securities LLC December 1988 - Present
Education
University of New Orleans
NYLIFE Securities LLC December 1988 - Present
Education
University of New Orleans
Linda Remington's NYLIFE Securities LLC Experience January 2002 - Present
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
Eagle Strategies, LLC January 2002 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Prudential Financial January 1986 - January 2002
Skills
Retirement, Securities, Financial Services, Insurance
Education
University of Rhode Island 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Eagle Strategies, LLC January 2002 - Present
New York Life Insurance Company January 2002 - Present
NYLIFE Securities LLC January 2002 - Present
Prudential Financial January 1986 - January 2002
Skills
Retirement, Securities, Financial Services, Insurance
Education
University of Rhode Island 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY