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Nicola Iannitelli

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MANAGING PARTNER

Nick joined New York Life in 1999 as an agent in the New Jersey General Office immediately upon graduation from Montclair State University.

In 2001, Nick entered management as a Partner, and he was promoted to Senior Partner in 2004. He was named Managing Partner of the Finger Lakes General Office in 2009. And in 2012, Nick was promoted to Vice President of the Northeast Zone.

In 2015, Nick returned to the New Jersey General Office – one of the company’s flagships – as Managing Partner. In his eight years leading the office, it won numerous trophies for growth, including the Chairman’s Trophy, the highest honor that New York Life awards to its Managing Partners. Nick is also a Lifetime Member of the Partners Roundtable, which recognizes consistently superior performance in management.

Nick and his wife Jill live Denville, New Jersey, with their children Dante, Isabella and Marianna.

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MANAGEMENT TEAM

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THEVAN THEIVAKUMAR

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EXECUTIVE PARTNER

As a leading Senior Partner with more than 20 years of experience in the financial services industry, it is my honor to help individuals of all types. Building ever lasting relationships as well as valuable trust, I look forward to helping and recruiting motivated professionals that are looking for rewarding, and highly compensated career paths. We believe in teamwork, integrity, innovation, openness, accountability, personal and professional growth.

Thevan graduated from Kean University with a BS in Business Administration. He worked for more than a decade as a Manager of Retail Services for the Middlesex County College. His career as an agent with New York Life began in the Bergen General Office in March 1997. During his 10 years as an agent, Thevan qualified for Executive Council from 1998 – 2007, Presidents Council in 2008, and Million Dollar Round Table (MDRT)* during the years of 1998-2008. He decided to join the New Jersey General Office as a Partner in April 2007. In his 12 years as a Partner, Thevan had followed a commitment of personal and professional growth and is still driving to new heights. Throughout his 12 years, he has attained many prestigious awards due to his constant dedication to his work. From his awards, his record does truly speak for itself, with his highest achievement in his career (the individual award anybody can attain in New York Life) being the Val Ivanov Award in 2018. He is also the Senior {Partner of the Year consecutively from 2014 to 2018 and has won several awards by GAMA International for his successful recruitment and development.

His team is diverse with 16 different languages spoken in his unit representing 9 countries. He has 63 agents with 31 being council agents. He has 6 managers from his unit, and their total amount of agents is 70. Adding to his own contribution to the New Jersey General Office, the total number of agents becomes 133, out of which 55 became Council Agents. He also has 3 promotions from his team: Development Manager, Sales Desk Manager, and Senior Associate to the Home Office.

Thevan resides in Princeton, NJ with his lovely wife Ruby and their three children: Dr. Surein, Dr. Tharani, and Attorney Kirrupan (who works for New York Life in the Advanced Planning Group).

Awards

- New York Life Insurance Partner's Round Table 2010 & 2012
- New York Life National Recruiting Award 2010 & 2012
- Gathering of Eagles 2007, 2008, 2009, 2010, 2011, & 2012
- New York Life Insurance G.O. Excellence in Recruiting for 2007 & 2008
- Top Gun Recruiter award for 2007 & 2008 with New York Life
- T.N.T. Platinum leader for 2007 & 2008 for New York Life
- New York Life Insurance Most Valuable Player for 2008
- New York Life Insurance International Management Award 2013
- GAMA International's \"Recruiting Specialist Award\" 2011 & 2013
- GAMA International's \"Frontline Leader Award\" 2010 & 2011
- GAMA International's \"International Management Award\" 2013

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ALAN R. BABBITT , RICP^®

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EXECUTIVE PARTNER

Alan began his career in financial services in New York City as a technology sales executive providing enterprise technology solutions to firms such as Merrill Lynch, JP Morgan Chase, American Express, and Prudential, among others.

In 2011, Alan decided to transition to a Financial Advisor role at Prudential Financial to follow his passion for helping people make important financial decisions they cannot afford to get wrong. During Alan's successful years at Prudential as an Advisor, Financial Planner, and Manager of Financial Services, he achieved a host of awards. They included, multiple years as a President's Conference Qualifier, Million Dollar Round Table* (MDRT) Qualifier, Annuities Masters Council, and Life Concierge Achiever.

As an Executive Partner now at New York Life's N.J. G.O., Alan has been recognized with multiple awards during his tenure at New York Life including View From The Top in 2017, Leading Partner Top 50 in 2018, and Zone Awards of Excellence in both 2017 and 2018. Alan's overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. His experience includes recruiting within the financial services industry with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical, and strategic problem solving skills.

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ERIK ANDERSON

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Executive Partner

Erik began his career with New York Life in July of 2018. Prior to his career at New York Life, Erik was a proud business Owner as well as spending over a decade in the Non for Profit sector as a Recruiting Director for the S.I.E.D.C as well as the Director of Job Development for United Activities. As an active member of the Staten Island Community, Erik also served on the Board Of Directors for the Atlas Foundation, headed by the great Teddy Atlas!

Since Joining New York Life on 2018, Erik was a first year Executive Council Agent, with a direct path into Management under the NYL Fast Track to Management program in 2020. Over the next 4 years, Erik became a Leading Partner, finishing #10 in the Country in 2023 that led to being recognized as the Partner of the Year in the NJGO. In September of 2024, Erik was promoted to Senior Partner, formally viewed as the hardest promotion within the organization.

Currently, Erik has one of the largest management teams in the General Office, promoting 6 of his agents into Management, including 5 Partners and 1 Development Manager. Erik is actively in the process of becoming an Executive Partner with NYL, potentially making company history with a double promotion in the same year!

The most prized possession of all according to Erik is spending time with his family, his Wife Lauren, and 3 Sons, Erik, Nicky, and Sonny boy!

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JAMES REUTER

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EXECUTIVE PARTNER

James received his Bachelor's Degree in Criminal Justice from Adelphi University. He retired as a Detective Investigator from the New York City Police Department with a concentration in Financial Crimes.

James joined New York Life in 2019; achieving Executive Council in 2020 and 2021. He obtained his Series 7 / 66 licenses and worked as a Financial Advisor with NYLIFE Securities and Eagle Strategies. Based on his achievements, he was asked to join the New Jersey General's Office Management Team in 2022.

James was a National Top 50 Partner in 2023 and was promoted to Senior Partner in 2024 and most recently to Executive Partner in 2026. James has a passion for developing entrepreneurial individuals into successful Agents, Advisors and Partners. James lives in Monmouth County, NJ, with his wife Elizabeth and their two sons, James and Antonio. When he is not working, he enjoys spending time with his family and traveling.

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MATTHEW ALBERICO

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SENIOR PARTNER

As Senior Partner, Matt is responsible for recruiting, training, coaching and agent productivity in the tri-state area. He is committed to building a team of diverse professionals and providing them with continuous and current training opportunities and resources that help them build their business and maximize opportunities.

Matt has ten years of industry experience, most recently joining New York Life from MassMutual. Before earning a leadership role, as an Agent, he qualified for President’s Council in 2012 and was a two-time qualifier of the Million Dollar Round Table (2012 and 2013): The Million Dollar Roundtable (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Matt is a graduate of the College of Staten Island where he earned a Bachelor’s Degree in Management and Finance.

He helps people learn more about how a career as a New York Life Agent can provide the rewards and opportunities of self-employment -- flexibility, having a positive impact on people’s lives. As an agent, you have all the advantages of being in business for yourself, but you’re not alone.

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USHA KRISHNAKUMAR , LLMS

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SENIOR PARTNER

Usha started her career as an attorney and later worked in the Banking & Finance Industry in the Middle-East and North America. She comes with extensive experience working in a multi cultural environment combined with global exposure.

In 2002, she joined New York Life, New Jersey General Office. During her first five years as a Financial Services Professional*, Usha was a member of the Million Dollar Round Table* in 2005 and an Executive Council Qualifier from 2003-2007. In 2008, she was asked to join senior management as the Sr. Agency Standards Consultant for the New Jersey General Office. In 2014, she was promoted as a Partner. She qualified for the Gathering of Eagles in 2014 for outstanding performance. Continuing her rapid success, Usha was promoted to Senior Partner in 2016.

She holds a Masters of Law degree from Benjamin Cardozo Law School, Yeshiva University, NY. Usha is a member of the American Bar Association[ABA] and South-Asian Bar Association[SABA]. She is also the Co-Trustee and Founder of Gift a Future International Inc., NJ that helps provide education to underprivileged children across the world. Usha is currently the President of New Jersey Tamil Sangam, a non-profit organization.

Usha resides in Middlesex county with her loving family. *NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency & New York Life Company.

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MATHEW D. SOLOMON

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SENIOR PARTNER

Matt joined the New Jersey General Office as a Partner in the Jersey Shore office in 2016.

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BRIAN SEGEL

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SENIOR PARTNER

Brian Segel is a seasoned financial professional who has had an illustrious career in the financial services industry for 40 years. Brian has held many industry leadership roles over his career including Managing Director, Regional Vice President and Chief Performance Officer and his current role is Senior Partner in the New York Life New Jersey General Office.

In his role as Senior Partner, Brian is focused on growing the firm’s New Jersey/NY Metro footprint through recruitment and development of financial professionals, those both experienced and inexperienced in the field.

Brian is the past recipient of numerous honors and awards including Partner Career Commitment Awards for exemplary performance in recruiting and agent productivity during his tenure at New York Life. In 2017, he was recognized by New York Life as the #1 Partner in the Northeast and the #2 Partner in the United States. Additionally, as a Binghamton University alum, Brian was awarded The Binghamton University Medal of Distinguished Service for his commitment to the community.

Brian currently resides in Berkeley Heights, New Jersey with his wife, Jamie and youngest daughter Jordyn. He also has three grown children, Alexandra, Kimberly and Ryan and is now a doting grandfather of two grandsons, Liam (Alexandra) and Harry (Kimberly).

In his free time Brian, (no longer a baseball, softball and basketball coach) enjoys golf, softball, tennis, pickleball when he can and spending time with his family.

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LOUIS AMORUSO SR

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PARTNER

Lou was hired as an agent in May 2024 out of the Jersey Shore Sales Office by Matt Bechtler as a Fast Track candidate, achieving Executive Council status in his first year. He became fully registered by August 2024 and achieved Executive Council once again in 2025. He was promoted to Associate Partner in May 2025 and Partner in November 2025.

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RAYA ARBIOL, MBA

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PARTNER

Raya Arbiol is a dedicated professional and a Partner at New York Life. With her extensive background in the financial services industry, Raya has embraced the pivotal role of building and mentoring a highly successful team of NYL agents. Her unwavering commitment to fostering a collaborative, results-driven environment has been instrumental in driving her team's growth and achieving new milestones. Known for her strategic vision and strong leadership skills, Raya continues to inspire and empower her team to exceed expectations and deliver exceptional results.

Raya was a distinguished New York Life Agent with a stellar record of excellence before advancing to leadership. She holds an MBA from the University of Scranton and is currently pursuing a PhD in Management, combining her academic expertise with real-world accomplishments. Her remarkable dedication has earned her numerous accolades, including the prestigious Executive Council Award for 2023, the Career Life Success Award, and the Career Life Producer Award. Additionally, her consistent performance is reflected in her recognition in the 10-a-Month Club and 9’s Club.

As a Partner, Raya Arbiol exemplifies New York Life's core values of excellence, leadership, and service. She remains dedicated to empowering her clients and team members to achieve financial success and security while continuing to build on her remarkable career. She consistently awarded inclusion in 20/20 Club in Recruiting (November 2023–December 2024).

Awards: Executive Council 2023, 20/20 Club in Recruiting (November 2023–December 2024), Career Life Success Award 2022, Career Life Producer Award 2022

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CAITLIN BARHAM

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PARTNER

Caitlin Barham is a Partner at New York Life and was recognized as a Top 50 Partner company-wide in 2023. A Rutgers graduate and former Division I and semi-pro soccer player, she began her career in 2017 and quickly advanced to the management team. She earned Executive Council honors in both 2018 and 2019 and was awarded New York Life’s Life All-Star and Annuity Elite status in 2019. Caitlin was promoted to Partner in 2020 and continues her passion for coaching now by recruiting and developing new advisors. Caitlin lives in Wall Township with her husband, Bobby, and their two sons, Bennett and Cooper. In her free time, she enjoys running, competing in triathlons, and spending time with her family.

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JASON BASSO

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PARTNER

Jason received his bachelor’s degree in international relations with a concentration in European Economic Security Systems at Boston University. Jason worked in different sectors of industry from Information Technology to media, as a consultant and business advisor.

Jason joined New York Life in 2022; becoming a partner in the fast track to management program. He obtained his Series 6 & 63 licenses and worked as a Financial Professional with NYLIFE Securities. Jason built a financial sales team and continues to lead the company in achievement as a top producer and recruiter.

Jason has a passion for developing entrepreneurial individuals into successful Agents and Advisors. Jason prides himself on the work he does for his agents and their clients. Jason lives in Monmouth County, NJ, with his wife Katherine and their three daughters, Quinn, Maeve, and Rowan. When he is not working, he enjoys spending time with his family, working outside, and mountain biking.

Awards

Excellence in Recruiting 2023, Excellence in Recruiting 2024, New Org FYC Leader July 2022, Paid Case leader for July 2022, 10-A-Month Club for paid cases in December of 2022

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MATTHEW BECHTLER

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PARTNER

Michael has a Bachelors Degree in Business Management from Stockton University. He came to New York Life after a 16 year career as a district manager for Signet Jewelers of the Finger Lakes region. Matt lives with his wife Laura and his two children Colton and Barrett.

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RONALD BISLIG

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PARTNER

As a New York Life Partner, my goal is to help driven, ambitious people fulfill their potential. Join me on the path to becoming a financial advisor with the backing of a Fortune 100 company. Become your own boss and discover how satisfying it can be to shape your own practice and strengthen your community. Let’s keep in touch!

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DANIEL CARNICELLA

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With 23 years at New York Life, Daniel A. Carnicella rose to Partner, leading and mentoring the next generation of financial professionals with passion and purpose. A powerhouse in business and service, Daniel served nine years on the Nutley Board of Education, championing initiatives for student wellness and success. He is actively involved with Nutley UNICO, Nutley Rotary, and the Nutley Elks, and shares his passion for fitness as a CrossFit coach at Golden Phoenix Nutley. A first-generation Italian-American, Daniel blends leadership, family, tradition, and heart into everything he touches — inspiring growth, community impact, and lasting change.

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ANA DASILVA

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PARTNER

Originally from Portugal, Ana DaSilva is a Partner at New York Life, where she leads the recruitment and development of high-performing financial professionals. Fluent in Portuguese, Spanish, and English, she brings a global perspective and a strong ability to connect with diverse talent. Known for her commitment to leadership excellence and team growth, she plays a key role in advancing New York Life’s mission of integrity, financial strength, and client-focused service.

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ROBERT DEVITO

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PARTNER

Rob is a Partner at New York Life Insurance Company, passionate about building strong, diverse teams that deliver real solutions for clients and businesses alike. He brings nearly a decade of experience across wealth management, business development, and financial services recruiting. Throughout his career, Rob has been committed to identifying and cultivating top-tier talent — individuals who not only possess strong business acumen but who also share a genuine commitment to client success and long-term relationships.

Rob's leadership style emphasizes mentorship, strategic thinking, and empowering others to achieve their full potential. By combining hands-on experience with a deep understanding of market trends and client needs, he helps drive growth and innovation within New York Life. Known for his integrity, dedication, and results-driven approach, Rob continues to play an instrumental role in expanding New York Life’s legacy as \"The Company You Keep®.\"

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JIM FIORELLO, FSCP^®

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PARTNER

A New Jersey native, Jim, spent over a decade in the fitness industry and remains passionate about health and wellness. Outside of work, Jim is an avid runner, volunteers coaching youth football, and enjoys spending time with his wife, Julie, and their children, Jack and Elizabeth.

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JOHN FLEMING, CLF^®

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PARTNER

Since joining New York Life in 2012, after with decades of experience in the financial services industry, John has qualified for the Leading Partner of the Year Award for years 2014, 2015 & 2016. In 2014 he also earned his Chartered Leadership Fellow designation from the American College. John also qualified for New York Life’s Northeastern Zone’s Co-Partner of the Year 2020 as well as New York Life’s Northeastern Zone’s Top Total Commissions Partner in 2020.

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ERIK FRIEDMAN

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PARTNER

Erik began his career with New York Life in March of 2019. After 3 years in the automotive industry, he decided that he wanted to follow his passion for helping people to New York Life where he found immediate success.

While struggling through a changing environment due to the COVID-19 pandemic Erik was able to qualify for New York Life’s Executive Council Membership in 2020 with over 50 lives protected. This success continued into his second year. Erik was able to qualify for his second consecutive Executive Council in 2021 while helping his clients secure their finances through life insurance, long-term care planning, and retirement planning.

As a result of his early success and achievements Erik was promoted and given the opportunity to join the New Jersey General Office’s Management Team.

As a Partner Erik is focused on making an impact on the lives of the advisors on his team as well as offering the same opportunity to those in his community that he was offered to him by his Mentor Erik Anderson.

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THOMAS GYUMOLCS

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PARTNER

Thomas graduated from Rutgers University with a bachelor’s degree in criminal justice in May of 2017. After a career in real estate, came to New York Life in June of 2023 and never looked back. He began his career in the Fast Track to Management program and after a successful first year, was promoted to Associate Partner in May of 2024. Later that year, upon graduating from the Associate Partner program, was promoted to Partner.

Throughout his time at New York Life, Thomas has obtained his Series 6, 7, and 63 licenses.

Thomas has a passion for developing entrepreneurial individuals into successful Agents and Advisors. Thomas lives in Monmouth County, NJ, with his wife Julianne, their daughter Elaina, and their dog Ramsey. Outside of work, he enjoys spending time with his family, reading, and exercising.

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KRISTOPHER KOPSAFTIS

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PARTNER

Kris Kopsaftis is a Financial Professional and Partner at New York Life, dedicated to helping families and businesses achieve financial security. A lifelong resident of the Jersey Shore, Kris is an active member of local surfing and environmental organizations and takes pride in giving back to his community. As a proud father of three, he understands the importance of building lasting financial legacies and is passionate about helping others do the same.

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NICHOLAS MARRA

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PARTNER

Nick Marra joined New York Life in 2022 after a career mainly in the construction industry, where he managed multiple organizations and teams. He started his career with New York Life as an Agent, making Executive Council twice, and getting his Series 6 and 63 licenses. After 3 years, he became an Associate Partner and was promoted to Partner in February 2026. He is dedicated to recruiting and building a successful team, and sharing his knowledge with others.

Outside of work, Nick is Married to his wife Amanda and has two children – Westley and Astoria. They live in Stafford Township, NJ. He is also a very involved member of the Toms River Chamber of Commerce, winning the 2024 Young Emerging Professional Award. He is also Involved with the Girl Scouts of the Jersey Shore and CASA of Ocean County.

In 2023, Joe transitioned to the NJGO as Director of Agency Standards, bringing his expertise closer to home in New Jersey. Joe understands that relationships are at the heart of the financial services industry & has continued to nurture strong connections with agents, sales teams, training professionals, & cross-functional NYL teams. These relationships, which were established during his time in SMRU, have remained a cornerstone of his work.

Outside of his professional life, Joe is a proud father to three adult daughters (ages 20, 21, & 35) & two grandsons, who keep him busy in his spare time. When he's not with family, Joe volunteers at his church, organizing events & fundraising for his community. He finds fulfillment in helping others & watching them grow & thrive.

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MICHAEL MEISBERGER

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Mike Meisberger became a full time agent in April of 2021. He achieved Council Agent status 4 consecutive years (2022-2025) while specializing in retirement planning for pre retirees approaching retirement age. Mike accepted the invitation to become a Partner in the New Jersey General Office in May 2025 and is based out of the Princeton office.

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SCOTT PALOMINO

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PARTNER

Scott joined New York Life in 2014 as a Financial Services Professional. He had a natural calling for the profession and qualified for Executive Council Membership in 2015, 2016, and 2017. He was also a Life All Star Winner the last two years. After four years with the company he was promoted and asked to join the New Jersey General's Office Management Team. Scott has a Bachelor of Science in Business Management from the New Jersey Institute of Technology. He has ten years of financial services experience and loves making an impact by helping people achieve peace of mind because they're more financially secure.

As a partner, Scott is looking for motivated and passionate individuals who want to make a difference in the lives of others. His goal is to develop a strong team of high-quality financial professionals who want to grow in a fortune 100 company.

Scott currently resides in West Orange, NJ with his wife and daughters.

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RICHARD PARKER

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PARTNER

Rich joined New York Life in June of 2021 as a Financial Professional in the Fast Track to Management program. He achieved Executive Council his first year and was promoted to Associate partner in August 2022. Right after graduation from Mount Saint Mary Rich went to work on the floor of The New York Stock Exchange where, he became a member in 1996. It was at this time he was asked to join the International equities desk for HSBC where was in charge of several trading books across many markets including London, Hong Kong and New York. In 1998 Rich was hired to lead the Equities Block Trading Desk for Soundview Technology Group. For the next 22 years Rich held senior roles as Managing Director in charge of Trading and sales trading at firms that include Schwab Soundview, Stanford, MF Global and Guggenheim. In these roles it was his responsibility to build teams, retain talent, manage all risk and client relationships with the world’s largest asset managers. In his new role as Associate Partner he looks forward to building a team of trusted financial professionals that will provide high quality services to individuals, families and business owners. Rich has been married to his college sweetheart Cathy for over 30 years and they share four children, Dylan, Bella, Liam and Carina. In his free time, he can be found with his family at New York Giants games, The beach or off shore fishing with his sons.

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TODD PRAVDA

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PARTNER

Todd joined New York Life in 2013 as an agent. In his first year, he earned Executive Council recognition and became a Registered Representative with NYLIFE Securities. By his second year, Todd significantly expanded his business, achieving President’s Council recognition and qualifying for the Million Dollar Round Table*. Due to his success in growing a financial services practice, Todd was invited to join the management team at the New Jersey General Office, where he became a Partner in 2016.

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NEIL RENNER, CFP^®, CLU^®, RICP^®, ChFC^®

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PARTNER

In the financial services industry over 20 years. Backed by a Fortune 100 company as Associate Partner I specialize in hiring , training and developing advisors that will make an impact on the financial goals of their clients.

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NEIL SANGHAVI

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PARTNER

Nilesh Sanghavi (Neil) joined New York Life in 2019 as a Financial Advisor. In his first full year, he earned Executive Council honors and became a qualifying member of the prestigious Million Dollar Round Table (MDRT). His success led to a promotion to Associate Partner in February 2021.

With over 25 years of management experience, Neil previously founded and led several successful businesses. He is passionate about creating an environment where individuals can achieve personal growth, maintain high ethical standards, and reach their career aspirations. Neil is committed to empowering Advisors by providing personalized coaching, opening doors to new opportunities, and helping them unlock their full potential.

Neil lives in Monroe, NJ with his wife, Chetna.

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MICHAEL VICTORIA

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Associate Partner and Registered Representative who focuses on mentorship and building a strong cohesive team of financial professionals. Having a law enforcement background, one of my missions is to educate and serve police officers and city/township employees on their benefits and retirement planning. Two-time Executive Council agent, 2021 & 2022.

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ALLEN VIGIL

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PARTNER

As an Associate Partner with New York Life, I am dedicated to building and mentoring the next generation of financial professionals. I hold a bachelor’s degree in accounting from Kean University and began my career with New York Life in October 2021 as an agent. With a strong foundation in financial services and a passion for leadership, I was promoted to Associate Partner in February 2025. In my current role, I focus on recruiting and developing new advisors, fostering a culture of integrity, growth, and client-focused service to meet the evolving financial needs of our communities.

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MATTHEW WALKER

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PARTNER

Matt joined New York Life in 2018 after 8 years with Northwestern Mutual and one year at MassMutual. Previous to that, he had been a stock trader for 10 years. He currently lives in Verona with his wife and 2 girls. He enjoys watching any and all sports, playing golf, and spending time with his family.

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KERI WASHINGTON-BAH, MBA

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PARTNER

Keri Washington-Bah began her career with New York Life, as an Agent, in May 2018. Prior to a career with New York Life, Keri spent 10 years in high school and collegiate athletics. She received her Master’s in Business Administration in 2015 and additionally holds a Bachelor’s in Health and Exercise science and a minor in Management.

Keri is a two-time Executive Council Agent as well as a Centurion. She won the Life and Career Producer Awards in 2018 following a fast start in protecting over 100 lives. She then spent two years as a Development Manager before being promoted to Partner. Keri has a passion for impacting the lives of others and helping them to make important financial decisions for their families.

Keri and her husband Mohamed reside in Columbus, NJ, with their son Denzel and daughter Karis.

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JEFFREY WEDGEWORTH FSCP^® RICP^®

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PARTNER

Jeff is a seasoned financial professional with over nineteen years of industry experience. He joined New York life in November 2023. Jeff quickly became a top producer qualifying for Executive Council in just four months. He qualified & joined The Million Dollar Round Table (MDRT). Jeff finished 2024 earning both The Rookie of the Year honors & Investment Annuity New Organization leader. In 2025 he earned Executive Council Premier, second consecutive MDRT qualifier, and Annuity Elite Diamond qualifier. Jeff continued with his growth mindset by earning the FSCP^® and RICP^® designations. He was honored to except a leadership role and was promoted to Associate Partner in August and Partner in February 2026. Jeff resides in Jackson, New Jersey with his wife Marie of 35 years. He has three grown children Jeff, Taylor & Scotty.

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TOM SACCOMANNO

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CORPORATE VICE PRESIDENT, CHIEF OPERATING OFFICER

Tom graduated from Montclair State University with a dual concentration in Finance and Real Estate. After graduating he began his career with New York Life in 2015 as an agent.

After almost four years as an Agent and achieving two New York Life Executive Councils in 2018 and 2019, Tom was given the opportunity to become a Partner in May 2019. He was able to align both his passion for helping others as well as coaching and developing other agents. During his nearly 3 years as a Partner Tom continued to develop and gain a better understanding of the overall functions of the office. In March 2022 Tom was again promoted to CVP- Chief Operating Officer of the New Jersey General Offices. Tom helps and assist in the day to day functions of the office, as well as continues to use his passion for growth and helping to scale the business.

Tom currently lives in Oakland, New Jersey with his wife Nicole and 2 daughters Audrianna and Angelina.

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AMY HERNEKER

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CORPORATE VICE PRESIDENT, FIELD SERVICE

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SHAWN HOOPER, CLU^®, CHFC^®, CLF^®, LUTCF, CASL

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SR DIRECTOR OF DEVELOPMENT

Shawn began his career with New York Life in November of 1988 at the age of 22 in the Constitution General Office.

During his time as an Agent and Development Manager, Shawn has been recognized for numerous and varied personal, office, zone, and national awards in overall production, case rate & retention. Shawn remains active in NAIFA and chairs his peer M1 Northeastern Zone study group.

Shawn is married to his wife Tina, has a daughter Casey 18, and son Chris 15.

In his spare time, Shawn enjoys time with family activities, sports, and boating in his hometown of Narragansett, Rhode Island.

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DOLLY COLVIN, MBA

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DEVELOPMENT MANAGER

Dolly was with New York Life for more than 7 years as an Agent and Financial Services Professional*. These 7 years include Qualifying as a member of Million Dollar Round Table* in 2016 and qualifying for 6 consecutive New York Life Executive Councils since 2010. Additionally, she has 5 years experience of working as Human Resources and Training & Development Manager in Industries like Finance, Luxury Boutique Hotels, Immigration Services and Information Technology.

Dolly received Masters degree in Business Administration from India, specializing in Human Resources and Industrial Relations. Additionally, she has Bachelors Degree in Science.

Dolly was born in India and currently lives in Woodbridge Township with her husband Ashwini Colvin and two young children, Aarsheya and Aayan.

*NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and New York Life Company.

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LONNIE GREENBERG

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DEVELOPMENT MANAGER

Lonnie Greenberg began his career with New York Life as an agent in 2016. In that time, he has achieved Career Summit in his first year and he followed that with two consecutive Executive Councils. Lonnie has also earned achievement in his New Org Class by being a Top FYC leader and being well ranked in New York Life's Strive for Excellence program.

Before coming to New York Life he had achieved a Master’s Degree in Media Studies, several successful years in the restaurant industry, and an ambitious attempt at entrepreneurship. Lonnie is a passionate fan of music and is a consummate enthusiast in collecting vinyl records as his personal hobby. Spreading cheer, staying positive, and remaining focused on helping others are what gives Lonnie his greatest happiness in life.

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NICHOLAS MARTELLO

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DEVELOPMENT MANAGER

Nick Martello began his career at New York Life in 2021. He came to New York Life at the age of 22 and proved that age is just a number. Early on in his New York Life career he was an agent and succeeded in reaching his goals, becoming a 2x Executive Council Qualifier and Registered Representative. He found passion in educating young individuals early on in their lives about financial planning and provided guidance where it was needed. Helping his clients make smart financial decisions. Now Nick is a Development Manager and is passing down his knowledge to new and experienced agents. His greatest joy comes from seeing his agents succeed. He has always cheered for the underdog and is a firm believer that hard work can overcome any disadvantage.

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CHRISTOPHER ZISKO

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DEVELOPMENT MANAGER

Chris is a proud New Jersey native, born and raised in the Garden State and a graduate of Monmouth University. He attributes his success to his natural charisma and his genuine commitment to understanding the needs of both clients and agents—qualities that have defined his career and fueled his growth.

Prior to joining New York Life, Chris built a strong foundation in retail management and higher education. Taking a leap of faith with no prior experience in the industry, he quickly rose to become a top producer, earning Executive Council recognition in both 2020 and 2021.

Thanks to his driven, people-first approach and dynamic leadership style, Chris recently transitioned from Partner to Development Manager, where he now focuses on mentoring and developing the next generation of advisors.

Chris is actively involved in numerous networking organizations and LGBTQ+ affiliations. He lives at the Jersey Shore with his husband and their four dachshunds. In his free time, he enjoys working out, traveling to Disney, and spending time with his family and “fur babies.”

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JULIE SZABO

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DIRECTOR OF AGENCY STANDARDS

Julie is currently serving as the Agency Standards Manager for the New Jersey GO and is charged with supervision of the field sales force. Julie has 25 years experience with New York Life. Throughout the years, Julie has served as Corporate Vice President in the Northeast Zone, Compliance Examiner in the Corporate Compliance Department and Compliance and Legal liaison at New York Life Investments.

Julie prides herself in assisting agents to develop best practice ideas in the sales process as well as navigating through the regulatory landscape. Julie conducts ongoing training for agents and managers on all compliance related matters, delivers Firm Element training and provides education related to FINRA and state rules as well as Company policies and procedures. In 2016, Julie received the Mentor of the Year Award for the Northeastern Zone for mentoring and developing other Agency Standards Managers. Julie is an advocate for the American Diabetes Association and is a long time resident of Bergen County.

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JOSEPH MARTINO

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DIRECTOR OF AGENCY STANDARDS

Joe started his NYL career in 2013 as a reviewer in the Sales Material Review Unit (SMRU), where he was responsible for reviewing all advertising & marketing materials. Over the next nine years, Joe built strong, trusted relationships with field agents, managers, & home office personnel. In SMRU, he managed the advertising & marketing materials for two of NYL's largest general offices, Boston & New Jersey. Joe was also entrusted with overseeing & reviewing all marketing materials for Group Benefit Solutions (GBS).

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^*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Council is an annual company recognition program based on agent production from July 1- June 30.

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MEET OUR TEAM

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Nicola Iannitelli

MANAGING PARTNER

MANAGEMENT TEAM

THEVAN THEIVAKUMAR

EXECUTIVE PARTNER

Awards

ALAN R. BABBITT , RICP®

EXECUTIVE PARTNER

ERIK ANDERSON

Executive Partner

JAMES REUTER

EXECUTIVE PARTNER

MATTHEW ALBERICO

SENIOR PARTNER

USHA KRISHNAKUMAR , LLMS

SENIOR PARTNER

MATHEW D. SOLOMON

SENIOR PARTNER

BRIAN SEGEL

SENIOR PARTNER

LOUIS AMORUSO SR

PARTNER

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RAYA ARBIOL, MBA

PARTNER

CAITLIN BARHAM

PARTNER

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JASON BASSO

PARTNER

Awards

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MATTHEW BECHTLER

PARTNER

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RONALD BISLIG

PARTNER

DANIEL CARNICELLA

PARTNER

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ANA DASILVA

PARTNER

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ROBERT DEVITO

PARTNER

JIM FIORELLO, FSCP®

PARTNER

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JOHN FLEMING, CLF®

PARTNER

ERIK FRIEDMAN

PARTNER

THOMAS GYUMOLCS

PARTNER

KRISTOPHER KOPSAFTIS

PARTNER

NICHOLAS MARRA

PARTNER

MICHAEL MEISBERGER

PARTNER

SCOTT PALOMINO

PARTNER

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RICHARD PARKER

PARTNER

TODD PRAVDA

PARTNER

NEIL RENNER, CFP®, CLU®, RICP®, ChFC®

PARTNER

NEIL SANGHAVI

PARTNER

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MICHAEL VICTORIA

PARTNER

ALLEN VIGIL

PARTNER

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ALAN R. BABBITT , RICP^®

JIM FIORELLO, FSCP^®

JOHN FLEMING, CLF^®

NEIL RENNER, CFP^®, CLU^®, RICP^®, ChFC^®

JEFFREY WEDGEWORTH FSCP^® RICP^®

SHAWN HOOPER, CLU^®, CHFC^®, CLF^®, LUTCF, CASL

Princeton

500 College Road East Suite 415, Princeton, NJ 10314Phone: (609) 608-1855Fax: (609) 608-1856

500 College Road East
Suite 415, Princeton, NJ 10314

Phone: (609) 608-1855
Fax: (609) 608-1856