Team Updates
Team Updates
September Shoutouts:
Family fun from Patti!
"Marley happily started 5th grade a couple of weeks ago (shown here with her BFF Leon) and we celebrated her 10th birthday with family and a pool party with her friends. Now that it’s Fall, she will start swimming and playing cello again as well as frolicking in the leaves with Leon."
Happy 15th anniversary to Jen Rhatigan and her husband, Matt!
"We had the BEST anniversary road tripping our way through the Midwest. We had a quick overnight in Pittsburgh for some steel city fun – Pirates game, Primanti Bros, Warhol museum. Then we were off to South Bend for Notre Dame’s home opener. Here are a few snaps from the ND part of the trip. Go Irish! "
It’s back to school season for the Bender kids (Mom is happy)!
Hayesly (8) is starting 3rd grade and Quinn (4) has one more year of Pre-K before big-kid school starts. They’ll be playing soccer and lacrosse in the fall, and chasing their new(ish) puppy through the leaves. It goes fast!
Back to school looks a little different for the Rentz kids.
Emily has started her teaching career as a social studies teacher in Fairfield, CT. As you can see from this pic of her room, she is leading with kindness and encouragement. Ethan is back at the University of Maryland for his junior year to continue studying Mechanical Engineering. His side hustle is working with a team to get the Wind”terpines” club off the ground. Here’s the logo the team designed. Go Terps!
Exciting news! Jeff and his wife Dani are excited to announce that they are having a baby boy at the end of December. He is currently training to be a junior designer in the womb.
"I am so excited for this site!!! Amazing job on our new Marketing Hub by Tamika and Doug. They’ve built a place for us to access information, collect new and creative ideas to test, post our accomplishments, give a few high fives, broadcast exciting personal events, post pictures, and most importantly - stay connected as a Team. Let’s use this Hub to celebrate our achievements and each other. Visit often...I know I will!"
One Team. One Dream.
Laura
Applause Points! Justine Lee and Tracey Smith were recognized for their leadership in driving advisor name-capture tactics for attendees at the LPL Focus Conference. Check out RA's presence below!
Team Building! We all got to spend some time together Shufflin’. Check out the recap and photos.
Click below to recognize a teammate or personal accomplishment.
Marketing
Marketing
Head of Marketing:
Laura McCarron
Email: Laura_McCarron@nylim.com
Phone:
August 22: Click here to access the slides. Featuring:
- Tales from the Road
- VA Segment report update and tactic spotlight
- Tactic spotlight – Direct mailing
Find more about the RA Marketing Teams and members!
Team Description - primary roles/responsibilities
Lead: Laura McCarron
Email: Laura_McCarron@nylim.com
Phone:
Third-Party Distribution:
Jennifer Rhatigan
Email: jennifer_m_rhatigan@newyorklife.com
Phone:
Patti Prendergast
Email: patti_m_prendergast@newyorklife.com
Phone:
Tamika Ravaliere
Email: tamika_c_ravaliere@newyorklife.com
Phone:
Rayna Attwood
Email: rayna_l_attwood@newyorklife.com
Phone:
Agency:
Rina Aligaen
Email: Rina_M_Aligaen@newyorklife.com
Phone:
Bernadette Davis
Email: Bernadette_Davis@nylim.com
Phone:
Team Description - primary roles/responsibilities
Lead: Stephen Bender
Email: stephen_bender@newyorklife.com
Phone:
Product Managers:
Deirdre Coolidge (Income Annuities)
Email: Deirdre_Coolidge@newyorklife.com
Phone:
Michael Haskins (Variable Annuities)
Email: Michael_Haskins@newyorklife.com
Phone:
Tracey Smith (QLAC, Advertising, Social)
Email: tracey_y_smith@newyorklife.com
Phone:
Design:
Lead: Jeff Thomas
Email: jeff_thomas@newyorklife.com
Phone:
Justine Lee
Email: Justine_A_Lee@newyorklife.com
Phone:
We are driving the digital presence of Retail Annuities through strategic alignment and seamless integration of our digital infrastructure with marketing initiatives.
- Overseeing the optimization of digital platforms such as Adobe, Salesforce Marketing Cloud, LinkedIn, and Hearsay to enhance customer journey performance and operational efficiency.
- Collaborating closely with Marketing, Sales, and Service teams to provide essential support across various mediums including the website, social media, and email, fostering alignment and boosting customer engagement.
- Leveraging analytics to capture engagement data, enabling effective lead scoring and continuous optimization of marketing strategies.
- Building strong relationships with technology vendors and internal IT teams to ensure seamless integration and functionality of digital platforms.
Lead: Doug Boyle
Email: douglas_boyle@newyorklife.com
Phone: 973-951-4917
Parul Tanwar (Technology)
Email: Parul_Tanwar@nylim.com
Phone:
Team Description - primary roles/responsibilities
Lead: Matt Rentz
Email: matthew_w_rentz@newyorklife.com
Phone:
Jay Castro
Email: Justo_J_Castro@newyorklife.com
Phone:
SMEs
SMEs
Subject |
Name |
Contact |
Product: Premier VA
|
Kevin Libby |
|
| Product: IndexFlex/FDAs |
Chuck Kelly |
|
Product: Income Annuities |
Claudel Laguerre |
|
Product: General Questions |
Advanced Income Solutions |
|
Rollover and 401ks |
Walter Gonzalez |
|
RM: Edward Jones, Morgan Stanley, insert more? |
Mary Roberts |
|
RM: LPL, Stifel, insert more? |
Larry Ricci |
|
RM: Insert Partner Firms |
Drew Capaccio |
|
Head of Sales Desk |
Rosemary Gray |
|
Head of Sales Team |
Phil Caminiti |
|
Rate Setting/Spreadsheet |
Kelli Faust |
|
TPD Rate Email |
Doug Boyle |
Email |
Agency Rate Email |
Joe Klimowich |
|
Rate Sheets |
Joe Klimowich |
|
Salesforce Lightning |
Phil Constants |
|
Salesforce Marketing Cloud |
Doug Boyle |
|
AEM DAM |
Parul Tanwar |
|
AEM Sites |
Doug Boyle |
Email |
Asana |
Doug Boyle |
|
Hearsay (TPD/Agency) |
Doug Boyle |
|
Aprimo: Marketing Central and Hearsay |
Darren Johson |
Email |
LinkedIn Corporate |
Jordan Rehe |
Email |
LinkedIn RA Showcase |
Doug Boyle |
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Applications |
Name |
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Prospectus |
Name |
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Name |
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Name |