NYLIM Company
Industry: Investment management company
DescriptionNew York Life Investments is a U.S. investment management company based in Jersey City, New Jersey. Founded in 1986, New York Life Investment's parent company is New York Life Insurance Company, the ... Customer service: 1 (800) 624-6782 Headquarters: Jersey City, NJ Founded: 1986 Subsidiaries: GoldPoint Partners LLC, Candriam Investors Group, Parent organizations: New York Life Insurance Company, New York Life Investment Management Holdings LLC
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NYLIM Employees
Employee
Years
Job
Industry
Antonette Roig Antonette Roig's NYLIM Experience 1997 - 2010
Job Corporate Vice President at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC February 2014 - Present
New York Life Insurance Company April 1998 - Present
NYLIM 1997 - 2010
Skills
Investments, IRAs, Series 63, Mutual Funds, Retirement, Sales, Life Insurance, Alternative Investments, Series 7, Wealth Management, Estate Planning, Fixed Annuities, New Business Development, Securities, Series 6, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Long-term Care, 401k, FINRA, Financial Planners, Investment Strategies, Long Term Care Insurance, Series 24, Term Life Insurance, Uniform Combined State..., Variable Annuities, Pensions, Wealth, Whole Life, Roth IRA, Investment Management, Wealth Accumulation, Separately Managed..., 401k Rollovers, Fixed Income, Wealth Management..., Asset Protection, Life, Permanent Life Insurance, High Net Worth..., Income Protection
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA, Political Science
Paramus Catholic High School
Eagle Strategies, LLC February 2014 - Present
New York Life Insurance Company April 1998 - Present
NYLIM 1997 - 2010
Skills
Investments, IRAs, Series 63, Mutual Funds, Retirement, Sales, Life Insurance, Alternative Investments, Series 7, Wealth Management, Estate Planning, Fixed Annuities, New Business Development, Securities, Series 6, Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Insurance, Disability Insurance, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Long-term Care, 401k, FINRA, Financial Planners, Investment Strategies, Long Term Care Insurance, Series 24, Term Life Insurance, Uniform Combined State..., Variable Annuities, Pensions, Wealth, Whole Life, Roth IRA, Investment Management, Wealth Accumulation, Separately Managed..., 401k Rollovers, Fixed Income, Wealth Management..., Asset Protection, Life, Permanent Life Insurance, High Net Worth..., Income Protection
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA, Political Science
Paramus Catholic High School
Gene Sheyn Gene Sheyn's NYLIM Experience Senior IT ConsultantAlliance CapitalDecember 2000 - October 2003
Job Senior IT Consultant at NYLIM
Industry Financial Services
Experience
NYLIM Senior IT ConsultantAlliance CapitalDecember 2000 - October 2003
Deutsche Bank August 2000 - December 2000
Education
New Jersey Institute of Technology 1995 — 1999
NYLIM Senior IT ConsultantAlliance CapitalDecember 2000 - October 2003
Deutsche Bank August 2000 - December 2000
Education
New Jersey Institute of Technology 1995 — 1999
Robert Simons Robert Simons's NYLIM Experience March 2003 - November 2003
Job Implementation Consultant TAS at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2015 - Present
Rob Simons Consulting August 2010 - April 2015
Mercer April 2012 - April 2013
The PFE Group May 2011 - April 2012
New York Life Investments November 2003 - December 2010
NYLIM March 2003 - November 2003
Fidelity Investments November 2000 - October 2002
The Vanguard Group September 1997 - November 2000
Skills
Defined Benefit, Pensions, Defined Contribution, 401k, 403 b, Retirement, Retirement Plan..., Employee Benefits, ERISA, Financial Services, Mutual Funds, Investments, Securities, Investment Advisory, Asset Management, Pension Funds, Relationship Management, Cross-functional Team..., Consulting, Management
Education
Syracuse University 1984 — 1987
BA
Towers Watson April 2015 - Present
Rob Simons Consulting August 2010 - April 2015
Mercer April 2012 - April 2013
The PFE Group May 2011 - April 2012
New York Life Investments November 2003 - December 2010
NYLIM March 2003 - November 2003
Fidelity Investments November 2000 - October 2002
The Vanguard Group September 1997 - November 2000
Skills
Defined Benefit, Pensions, Defined Contribution, 401k, 403 b, Retirement, Retirement Plan..., Employee Benefits, ERISA, Financial Services, Mutual Funds, Investments, Securities, Investment Advisory, Asset Management, Pension Funds, Relationship Management, Cross-functional Team..., Consulting, Management
Education
Syracuse University 1984 — 1987
BA
Alla Roisenberg Alla Roisenberg's NYLIM Experience December 2004 - December 2006
Job Director at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Investments September 2012 - Present
New York Life Investment Management September 2009 - September 2012
Madison Square Investors LLC 2007 - 2009
NYLIM December 2004 - December 2006
Reliant 2003 - 2004
Deutsche Bank May 2001 - August 2003
Bankers Trust August 1994 - May 2001
Skills
SQL, XML, Fixed Income, Bloomberg, Business Analysis, Data marts, BizTalk, Analytical Skills, Data Marts, Derivatives, Database Design, Visual Basic, SDLC, Investment Banking, Databases, Trading, Hedge Funds, Securities, Testing, Asset Management, Business Requirements, Data Warehousing, Portfolio Management, Systems Analysis, Equities, SOA, Financial Services, Trading Systems, Crystal Reports, Java, Market Data, Enterprise Architecture, Requirements Gathering, Electronic Trading, Mutual Funds, IT Strategy, Capital Markets, Equity Derivatives
Education
New York University 1992 — 1994
BA
Odessa Technological Institute of Food Industry 1988 — 1990
New York Life Investments September 2012 - Present
New York Life Investment Management September 2009 - September 2012
Madison Square Investors LLC 2007 - 2009
NYLIM December 2004 - December 2006
Reliant 2003 - 2004
Deutsche Bank May 2001 - August 2003
Bankers Trust August 1994 - May 2001
Skills
SQL, XML, Fixed Income, Bloomberg, Business Analysis, Data marts, BizTalk, Analytical Skills, Data Marts, Derivatives, Database Design, Visual Basic, SDLC, Investment Banking, Databases, Trading, Hedge Funds, Securities, Testing, Asset Management, Business Requirements, Data Warehousing, Portfolio Management, Systems Analysis, Equities, SOA, Financial Services, Trading Systems, Crystal Reports, Java, Market Data, Enterprise Architecture, Requirements Gathering, Electronic Trading, Mutual Funds, IT Strategy, Capital Markets, Equity Derivatives
Education
New York University 1992 — 1994
BA
Odessa Technological Institute of Food Industry 1988 — 1990
Daniel R. Kettner Daniel R. Kettner's NYLIM Experience 2001 - 2003
Job Vice President Client Relations
Industry Financial Services
Experience
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Diane Wesbecher's NYLIM Experience 2000 - 2006
Job Manager, Sales Desk at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life June 2000 - June 2014
NYLIM 2000 - 2006
CFS Bank 1996 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, 401k, Variable Annuities, Investments, Wealth Management, IRAs, Asset Allocation, Investment Management, Series 7, Insurance, Series 63, Sales, Employee Benefits, 401k Rollovers, Securities, Series 6, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance
Education
City University of New York-Queens College
Mathematics
New York Life Insurance Company January 2015 - Present
New York Life June 2000 - June 2014
NYLIM 2000 - 2006
CFS Bank 1996 - 1999
Skills
Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, 401k, Variable Annuities, Investments, Wealth Management, IRAs, Asset Allocation, Investment Management, Series 7, Insurance, Series 63, Sales, Employee Benefits, 401k Rollovers, Securities, Series 6, Financial Services, Long Term Care Insurance, Life Insurance, Long-term Care, Disability Insurance
Education
City University of New York-Queens College
Mathematics
Anthony (Tony) Leonard's NYLIM Experience 1999 - 2003
Job Regional Sales Director at OneAmerica Financial Partners Inc.
Industry Investment Management
Experience
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
Chris Pini Chris Pini's NYLIM Experience May 2001 - September 2007
Job Senior Vice President, Sales and Business Development at MoneyMedia (a Financial Times company)
Industry Financial Services
Experience
Money-Media (a Financial Times company) April 2015 - Present
Money-Media (a Financial Times company) August 2011 - Present
Morningstar December 2010 - August 2011
Meridian-IQ May 2010 - February 2011
Financial Information Group (Discovery Database) December 2009 - May 2010
Financial Information Group (Discovery Database) September 2007 - December 2009
NYLIM May 2001 - September 2007
Lexington Management Corp 1997 - 2000
Skills
Product Management, Mutual Funds, Business Development, Product Development, Management, Business Planning, Sales, Sales Operations, CRM, Investments, Marketing, Sales Process, Sourcing, Asset Management, Salesforce.com, Financial Services, Portfolio Management
Education
Saint Peter's University 1991 — 1995
Money-Media (a Financial Times company) April 2015 - Present
Money-Media (a Financial Times company) August 2011 - Present
Morningstar December 2010 - August 2011
Meridian-IQ May 2010 - February 2011
Financial Information Group (Discovery Database) December 2009 - May 2010
Financial Information Group (Discovery Database) September 2007 - December 2009
NYLIM May 2001 - September 2007
Lexington Management Corp 1997 - 2000
Skills
Product Management, Mutual Funds, Business Development, Product Development, Management, Business Planning, Sales, Sales Operations, CRM, Investments, Marketing, Sales Process, Sourcing, Asset Management, Salesforce.com, Financial Services, Portfolio Management
Education
Saint Peter's University 1991 — 1995
Sandra Rambert's NYLIM Experience May 2006 - April 2014
Job Financial Services Manager | Client Relationship Manager
Industry Financial Services
Experience
NYLIM May 2006 - April 2014
New York Life June 2006 - June 2009
New York Life & MainStay Investments December 1981 - June 2006
Thomas Slatner & Co November 1987 - July 1991
US Army November 1986 - April 1988
Skills
Mutual Funds, 401k, Investments, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Services..., Client Aquisition, Client Relationships, Staff Training, Operations Coordination, Team Management, Problem Resolution, Regulatory Compliance, Leadership, Product Knowledge, Process Improvement, Service Delivery, Communication, Staff Support, Business Processes, Project Management, Collobration
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration Concentration : Management
Centenary College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
NYLIM May 2006 - April 2014
New York Life June 2006 - June 2009
New York Life & MainStay Investments December 1981 - June 2006
Thomas Slatner & Co November 1987 - July 1991
US Army November 1986 - April 1988
Skills
Mutual Funds, 401k, Investments, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Business Analysis, PowerPoint, Financial Services..., Client Aquisition, Client Relationships, Staff Training, Operations Coordination, Team Management, Problem Resolution, Regulatory Compliance, Leadership, Product Knowledge, Process Improvement, Service Delivery, Communication, Staff Support, Business Processes, Project Management, Collobration
Education
Centenary College 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration Concentration : Management
Centenary College 2011 — 2013
Bachelor’s Degree, Business Administration and Management, General
Ken Fecko's NYLIM Experience March 1994 - August 2005
Job Senior Performance Analyst NYLIM
Industry Accounting
Experience
State of The Art Medical, Inc. March 2014 - Present
Life Recovery Systems January 2010 - January 2013
BNYMellon Corp. August 2007 - January 2009
Bisys October 2005 - December 2006
NYLIM March 1994 - August 2005
Skills
Financial Reporting, Financial Analysis, Financial Services, Mutual Funds, Accounting, US GAAP, Investments, Corporate Finance, Account Reconciliation, Internal Audit, Cost Accounting, Finance, Auditing, Strategic Financial..., Internal Controls, Financial Modeling, GAAP, Fixed Income
Education
Fairleigh Dickinson University 1983 — 1988
State of The Art Medical, Inc. March 2014 - Present
Life Recovery Systems January 2010 - January 2013
BNYMellon Corp. August 2007 - January 2009
Bisys October 2005 - December 2006
NYLIM March 1994 - August 2005
Skills
Financial Reporting, Financial Analysis, Financial Services, Mutual Funds, Accounting, US GAAP, Investments, Corporate Finance, Account Reconciliation, Internal Audit, Cost Accounting, Finance, Auditing, Strategic Financial..., Internal Controls, Financial Modeling, GAAP, Fixed Income
Education
Fairleigh Dickinson University 1983 — 1988
Tia Sportsman's NYLIM Experience April 2006 - August 2007
Job Math Teacher at WPS
Industry Education Management
Experience
WPS August 2007 - Present
NYLIM April 2006 - August 2007
Education
North Central College 2002 — 2005
WPS August 2007 - Present
NYLIM April 2006 - August 2007
Education
North Central College 2002 — 2005
Arphiela Arizmendi's NYLIM Experience 2006 - Present
Job Managing Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management Managing DirectorNew York Life Asset Management2006 - Present
NYLIM 2006 - Present
New York Life 1977 - Present
Education
Pace University
New York Life Investment Management Managing DirectorNew York Life Asset Management2006 - Present
NYLIM 2006 - Present
New York Life 1977 - Present
Education
Pace University
Mordechai (Motty) Hershkowitz's NYLIM Experience January 2005 - January 2006
Job Senior SAM Architect at Aspera
Industry Information Technology and Services
Experience
Aspera April 2015 - Present
Deutsche Bank July 2012 - April 2015
Deutsche Bank March 2011 - July 2012
Deutsche Bank February 2009 - March 2011
Deutsche Bank January 2006 - February 2009
NYLIM January 2005 - January 2006
JEM September 2004 - January 2005
Skills
Project Management, System Deployment, ITIL, Investment Banking, Windows 7, Project Delivery, Vendor Management, Disaster Recovery, IT Management, IT Strategy, Incident Management, IT Service Management, Infrastructure, Management, Networking, PMO, Service Delivery, Stakeholder Management, Technical Support
Education
Rabbinical College of America 2003 — 2007
Yeshiva.
Aspera April 2015 - Present
Deutsche Bank July 2012 - April 2015
Deutsche Bank March 2011 - July 2012
Deutsche Bank February 2009 - March 2011
Deutsche Bank January 2006 - February 2009
NYLIM January 2005 - January 2006
JEM September 2004 - January 2005
Skills
Project Management, System Deployment, ITIL, Investment Banking, Windows 7, Project Delivery, Vendor Management, Disaster Recovery, IT Management, IT Strategy, Incident Management, IT Service Management, Infrastructure, Management, Networking, PMO, Service Delivery, Stakeholder Management, Technical Support
Education
Rabbinical College of America 2003 — 2007
Yeshiva.
Jeff Poltrino's NYLIM Experience February 2001 - February 2003
Job Assistant Vice President at Citi
Industry Accounting
Experience
Citi June 2012 - Present
BlackRock, Inc August 2006 - November 2011
SS&C Technologies, Inc December 2005 - August 2006
Credit Suisse July 2004 - November 2005
New York Life Investment Management LLC February 2003 - July 2004
NYLIM February 2001 - February 2003
BBL Construction Services July 1999 - December 2000
Skills
Reconciliation, Fund Accounting, Accruals, Accounting, General Ledger, Excel, Financial Reporting, Account Reconciliation, Investments, Portfolio Management, Analysis, Mutual Funds, Private Equity, Equities, Hedge Funds, Auditing, Financial Statements, Microsoft Excel, Accounts Payable, Finance
Education
Hartwick College 1995 — 1999
Bachelor of Science, Accounting
Hartwick College (www.hartwick 1995 — 1999
Bachelor of Science, Accounting
Citi June 2012 - Present
BlackRock, Inc August 2006 - November 2011
SS&C Technologies, Inc December 2005 - August 2006
Credit Suisse July 2004 - November 2005
New York Life Investment Management LLC February 2003 - July 2004
NYLIM February 2001 - February 2003
BBL Construction Services July 1999 - December 2000
Skills
Reconciliation, Fund Accounting, Accruals, Accounting, General Ledger, Excel, Financial Reporting, Account Reconciliation, Investments, Portfolio Management, Analysis, Mutual Funds, Private Equity, Equities, Hedge Funds, Auditing, Financial Statements, Microsoft Excel, Accounts Payable, Finance
Education
Hartwick College 1995 — 1999
Bachelor of Science, Accounting
Hartwick College (www.hartwick 1995 — 1999
Bachelor of Science, Accounting
Tom Rigatti's NYLIM Experience 2002 - 2004
Job Managing Director
Industry Investment Management
Experience
TJR Financial Consultants April 2012 - Present
Diverse Financial August 2013 - December 2013
Landsmith, L. P. April 2012 - April 2013
NexBank Securities November 2004 - September 2011
FS2 Capital Partners October 2008 - November 2010
NYLIM 2002 - 2004
Sutro & Co., Inc 1995 - 2002
Wells Fargo April 1991 - May 1995
Skills
Mutual Funds, Alternative Investments, Series 63, Series 7, Separately Managed...
Education
University of Massachusetts Dartmouth 1985 — 1989
TJR Financial Consultants April 2012 - Present
Diverse Financial August 2013 - December 2013
Landsmith, L. P. April 2012 - April 2013
NexBank Securities November 2004 - September 2011
FS2 Capital Partners October 2008 - November 2010
NYLIM 2002 - 2004
Sutro & Co., Inc 1995 - 2002
Wells Fargo April 1991 - May 1995
Skills
Mutual Funds, Alternative Investments, Series 63, Series 7, Separately Managed...
Education
University of Massachusetts Dartmouth 1985 — 1989
Lucie McGowan, CIMA®'s NYLIM Experience 2003 - 2005
Job Sr. Manager, Product and Channel Integration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF August 2013 - August 2015
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) February 2008 - December 2009
Evergreen Investments June 2005 - January 2008
NYLIM 2003 - 2005
AXA Advisors 2000 - 2003
Prudential Investments 2000 - 2000
MainStay Funds 1997 - 2000
Skills
Series 7, Series 63, Series 6, Investments, Series 24, Portfolio Management, Relationship Management, FINRA, Capital Markets, Sales Management, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA ®, Wharton Executive Education - Certified Investment Management Analyst Program
The University of Georgia 1990 — 1995
BS, Psychology
Hillsborough
TIAA-CREF August 2015 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF August 2013 - August 2015
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) February 2008 - December 2009
Evergreen Investments June 2005 - January 2008
NYLIM 2003 - 2005
AXA Advisors 2000 - 2003
Prudential Investments 2000 - 2000
MainStay Funds 1997 - 2000
Skills
Series 7, Series 63, Series 6, Investments, Series 24, Portfolio Management, Relationship Management, FINRA, Capital Markets, Sales Management, Leadership, Marketing
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA ®, Wharton Executive Education - Certified Investment Management Analyst Program
The University of Georgia 1990 — 1995
BS, Psychology
Hillsborough
Jean Ellard's NYLIM Experience April 2006 - Present
Job Release Engineer at NYLIM
Industry Financial Services
Experience
Nylim April 2006 - Present
Quincy Animal Shelter August 1999 - Present
Quincy Animal Shelter 1999 - 2009
Teradyne 1983 - 2005
Skills
Microsoft Office, ClearQuest, Unix, Windows, ClearCase, Visual Studio, XML, Perl, SQL, Testing, Process Development, SharePoint, Visio, Excel, Release Management, Configuration Management, Software Configuration..., Databases, Word
Education
Northeastern University
BSET, Electronic Technology
Nylim April 2006 - Present
Quincy Animal Shelter August 1999 - Present
Quincy Animal Shelter 1999 - 2009
Teradyne 1983 - 2005
Skills
Microsoft Office, ClearQuest, Unix, Windows, ClearCase, Visual Studio, XML, Perl, SQL, Testing, Process Development, SharePoint, Visio, Excel, Release Management, Configuration Management, Software Configuration..., Databases, Word
Education
Northeastern University
BSET, Electronic Technology
Tibor Held's NYLIM Experience July 2007 - Present
Job Developer at Nylim
Industry Financial Services
Experience
Nylim July 2007 - Present
New York Life Retirement Plan Services 2007 - Present
CheckFree/FiServ 2004 - 2007
Skills
SDLC, Agile Methodologies, Databases, Microsoft SQL Server, Software Development, C#, XML, SOA, Enterprise Software, Requirements Analysis, .NET, Oracle, Requirements Gathering, ASP.NET, Web Services, SQL, Data Warehousing, Visio, Integration, Database Design, Business Analysis
Education
Rutgers, The State University of New Jersey-Camden 1990 — 1994
Master of Business Administration (MBA), Accounting and Finance
Nylim July 2007 - Present
New York Life Retirement Plan Services 2007 - Present
CheckFree/FiServ 2004 - 2007
Skills
SDLC, Agile Methodologies, Databases, Microsoft SQL Server, Software Development, C#, XML, SOA, Enterprise Software, Requirements Analysis, .NET, Oracle, Requirements Gathering, ASP.NET, Web Services, SQL, Data Warehousing, Visio, Integration, Database Design, Business Analysis
Education
Rutgers, The State University of New Jersey-Camden 1990 — 1994
Master of Business Administration (MBA), Accounting and Finance
Edward Fitzgerald/NYLIM's NYLIM Experience April 1998 - Present
Job Managing Director at New York Life Investments
Industry Investment Management
Experience
NYLIM April 1998 - Present
Prudential Securities November 1989 - April 1998
Skills
CFA, ABS, MBS, Credit Analysis, Fixed Income, Fixed Income Research, Municipal Bonds, Portfolio Management, Quantitative Research, Structured Products, Bonds, Securitization, Capital Markets, Asset Management, Investment Banking, Alternative Investments, Investments, Fixed Income Analysis, Chartered Financial..., Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
NYLIM April 1998 - Present
Prudential Securities November 1989 - April 1998
Skills
CFA, ABS, MBS, Credit Analysis, Fixed Income, Fixed Income Research, Municipal Bonds, Portfolio Management, Quantitative Research, Structured Products, Bonds, Securitization, Capital Markets, Asset Management, Investment Banking, Alternative Investments, Investments, Fixed Income Analysis, Chartered Financial..., Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
Wei Feng Li's NYLIM Experience August 2006 - Present
Job Investment Analyst at NYLIM
Industry Investment Management
Experience
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
NYLIM August 2006 - Present
New York Life Investment Management 2006 - Present
New York Life Retirement Plan Services 2006 - Present
NYLIM Retirement Plan Services 2006 - Present
Ameriprise Financial April 2003 - March 2005
Skills
Mutual Funds, Investments, Financial Services, Asset Allocation, Series 63, Finance, Series 7, Asset Management, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MSF, Global Financial Analysis
Shami Palanivelu's NYLIM Experience December 2006 - Present
Job Director at NewYork Life
Industry Financial Services
Experience
NYLIM December 2006 - Present
Western Asset Management 2005 - 2006
Citigroup Global Asset Management 1998 - 2005
University of North Dakota 1994 - 1998
NEC 1990 - 1992
TCS 1989 - 1990
Nagarjuna fertilizers and chemicals limited 1988 - 1989
Skills
Fixed Income, SDLC
Education
North Dakota State University 1992 — 1994
MS, Computer Science, 3.8
National Institute of Technology Tiruchirappalli 1984 — 1988
BE (Hons), Computer Science & Engineering
NYLIM December 2006 - Present
Western Asset Management 2005 - 2006
Citigroup Global Asset Management 1998 - 2005
University of North Dakota 1994 - 1998
NEC 1990 - 1992
TCS 1989 - 1990
Nagarjuna fertilizers and chemicals limited 1988 - 1989
Skills
Fixed Income, SDLC
Education
North Dakota State University 1992 — 1994
MS, Computer Science, 3.8
National Institute of Technology Tiruchirappalli 1984 — 1988
BE (Hons), Computer Science & Engineering
Alan Shortell's NYLIM Experience 1995 - 2005
Job Administrator at Life Insurance Guaranty Corporation
Industry Financial Services
Experience
Life Insurance Guaranty Corporation Vice PresidentNew York Life Insurance Company2005 - 2010
NYLIM 1995 - 2005
Skills
Customer Service, Microsoft Office, Finance, Research, Project Management, Team Building, Investments, Sales, Public Speaking, Legal Compliance, Business Transactions, Product Development
Education
Lebanon Valley College
Bachelor's degree, Political Science, History, English
Maurice A. Deane School of Law at Hofstra University
Doctor of Law (JD)
Life Insurance Guaranty Corporation Vice PresidentNew York Life Insurance Company2005 - 2010
NYLIM 1995 - 2005
Skills
Customer Service, Microsoft Office, Finance, Research, Project Management, Team Building, Investments, Sales, Public Speaking, Legal Compliance, Business Transactions, Product Development
Education
Lebanon Valley College
Bachelor's degree, Political Science, History, English
Maurice A. Deane School of Law at Hofstra University
Doctor of Law (JD)
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group