Jacqueline Steinberg Diiulio Email and Phone Number
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Jacqueline Steinberg Diiulio is a Chief of Staff to the Head of Institutional Life, CVP, Management, Planning and Governance at New York Life Insurance Company. She possess expertise in investments, project management, manage client relationships, construction management, investment management and 45 more skills. She is proficient in Hebrew. Colleagues describe her as "I have worked closely with Jackie over the last several years on several multi-million dollar projects at New York Life. She is a very enthusiastic and energetic professional always working towards completing her projects on schedule and within budget. She has continually shown she can successfully work with the most Senior level staff when coordinating activities surrounding her projects. She takes accountability for her assignments and is able to function will little to no supervision from her immediate manager. I would recommend Jackie wholeheartedly, and know she would be a valuable asset to any organization.", "I first hired Jackie as an intern through the Northeastern University Co-op program. She joined Upstream Technologies during a very busy time (being acquired by another company and moving office headquarters, among other things) and she was invaluable. There were many moving parts and her organizational skills were superb, managing a few very complex processes with skill that surpassed her experience. Additionally, she is an excellent people person, able to maintain smooth relationships in sometimes stressful situations. She is highly self motivated and always looking to help or improve the way things are done. Perhaps the best proof of the job she did as an intern was that we hired her to stay on after her co-op semester was finished. I would recommend Jackie wholeheartedly and know that she would be a valuable asset to any organization.", and "I have had the privilege of working side by side with Jackie for the last 16 months. Not only is she a dedicated hard worker, but she has been a valuable resource to the group. We have worked together on numerous projects and her attitude and organizational skills helped prove to be a huge strength in keeping the projects on track to meet deadlines."
New York Life Insurance Company
View- Website:
- newyorklife.com
- Company phone:
- 212-576-7000
- Company email:
- socialmedia@newyorklife.com
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Chief Of Staff To The Head Of Institutional Life, Cvp, Management, Planning And GovernanceNew York Life Insurance CompanyNew York, Ny, Us -
Chief Of Staff To The Head Of Institutional Life, Cvp, Management, Planning & GovernanceNew York Life Insurance Company Nov 2019 - PresentNew York, New York, UsChief of Staff to the Chief Operating Officer of Institutional LifeCorporate Vice President, Management, Planning & GovernanceStrategy & PlanningDepartment GovernanceCommunications & EngagementStrategic ProjectsProgram & Project ManagementChange Management -
Senior Associate, Delivery Lead - Field TechnologyNew York Life Insurance Company Aug 2018 - Nov 2019New York, New York, UsProgram & Project ManagementCommunicationsProcess ImprovementsDepartment Governance -
Senior Associate - Project Management, Business Planning & StrategyNew York Life Insurance Company Aug 2015 - Aug 2018New York, New York, UsCorporate strategy & high-level projects pertaining to the planning and administration of the business in particular corporate office location strategy and developmentProject management of the opening of new White Plains corporate office for 550+ employees including the day-to-day management of planning and administration of construction project. Over 150,000 sq ft; high end conference center; planning & implementing several moves over different phases of project, multi-million dollar budget. Assist in sale & lease-back of existing property.Project management of the opening of new Jersey City corporate office for 400+ employees including the day-to-day management of the multi-million dollar project. High-end conference center.Tasks include construction management, cost management - budget setting and invoice review, creating contracts, Liase between HR, Security, IT, business leads/department heads, employee groups, and other internal & external stakeholders including architects, construction managers, engineers, landlords, and other consultants (move manager, IT/AV, furniture, movers, etc.); RFP process, SOW preparation. Liaison to IT for IDF/MDF/Server Rooms and other critical infrastructure.Property management and landlord point of contact; Vendor management; Procurement of goods & servicesAssist in change management process by creating and working with employee focus groups to ensure positive employee engagement as workforce adapts to significant changes and transformation effortsPlan & implement moves for projects including internal restacking, clean up campaigns and moves to new locations over multiple time periodsAssist in state tax incentive project including all aspects of cost certification process for capital improvement projects Participated in 2 internal Tech Innovation Hackathons to create better processes for issues facing the company. Top 10 finalistAssist in creation & implementation of open-seating protocols for Tech departments -
Board MemberKaila'S Way Foundation Jul 2013 - Jul 2018Seek awareness, education, support, and treatment and cure for rare genetic disease Niemann Pick Type B.
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Program ManagerIsrael & Co. Oct 2014 - Jul 2015New York, UsManaged Israel & Co.’s relationships with educators and student leaders from top MBA programs in the U.S. and around the worldPlanned and staffed a trip of 18 MBA professors from top universities on an eight day business-themed trip to IsraelWorked with leaders to build and enhance MBA trips to Israel via introductions to high-level speakers and content -
Associate - Client ManagementMercer Investments Apr 2013 - Aug 2014New York, Ny, UsProject management and assisted in the onboarding and implementation of new institutional clients in order to ensure a smooth transition from the previous manager to Mercer's fundsLed all client communication efforts for an institutional client base totaling over $25 billion in assets under management, ranging in client size from $15 million to $2 billionPresented investment portfolio concepts and suggested changes to client investment committees, including Chief Financial Officers and other executivesInitiated, managed, and oversaw trades against client asset allocation targets and investment policies through Mercer’s proprietary trading and reporting system, covering over 70 clientsProactively monitored client trustee cash levels to facilitate further fee-generating investments with MercerGathered and reviewed KYC/AML documentation from clients, draft ADV 2Bs and 408(b)(2) (Guide to Service and Compensation disclosures) as well as drafted additional legal documents (Investment Management Agreements, amendments, other documents)Developed deep relationships with client senior management resulting in strong client references for new business opportunitiesOversaw and reviewed monthly and quarterly client performance reports for over 20 client investment portfolios Established and maintained consistent, confidential and reliable communication between clients and trustees regarding performance, cash balances, client contributions, asset values, issues, and business updatesCreated client presentations and letters, performance evaluation reports, and investment policy statementsPeer reviewed all defined benefit and defined contribution invoices generated by the finance department to ensure fee and product accuracy -
AnalystMercer Investments Nov 2010 - Mar 2013New York, Ny, Us -
Volunteer And Hebrew StudentTikkun Olam In Tel Aviv-Jaffa Sep 2009 - Jun 2010Givon Prison, Ramle, Israel: Helped unaccompanied minors and refugees from Sudan, Eritrea, and other nations adjust to temporary life in prison/detention center through dance parties, art projects, English and Hebrew tutoring, and gamesKadima Shapira, Tel Aviv, Israel: Developed relationships and tutored disadvantaged youth from South Tel AvivShapira Community Center, Tel Aviv, Israel: Taught English to native adults and immigrantsStudied Hebrew 2x a week while exploring the Israel and the surrounding nationsTravels included mainland Israel, Egypt, Jordan, Palestinian territories, United Kingdom
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Financial Analyst (Commercial Real Estate) (Co-Op)Sovereign Bank Jan 2008 - Jun 2008Boston, Ma, UsAssisted lending officers with the approval and account maintenance process by creating financial spreadsheets, market studies, third party reports, and approval and account status memos.Analyzed financial and real estate valuations.Updated status of loans through on-site evaluations of construction progress of hotels, apartments, and retail outlets. -
Project Manager / Corporate Financial SpecialistCheckfree Investment Services Jan 2007 - Sep 2007UsWorked with integration teams in finance, human resources, and legal to ensure a smooth transition of the acquired Upstream Technologies into CheckFree Investment Services.Created due diligence materials and assisted Chief Financial Officer with $28 million dollar merger and acquisition of Upstream by CheckFree.Managed an office build-out and move with a construction, architectural, and furniture budget in excess of $500,000.Assisted the CFO by creating quarterly budget estimates in QuickBooks and balancing the books.Coordinated investor relations prior to merger with high-dollar investors.Organized and coordinated human resource processes including: benefits administration and expense reporting for over 25 employees.Created and edited marketing materials, including: user manuals for investment management software and user interfaces including the company website.Worked with recruiters, evaluated resumes, and helped interview potential sales employees. -
Project Manager / Corporate Finance SpecialistUpstream Technologies Llc Jan 2007 - Sep 2007
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Warehouse Supervisor (Intern)Tjx Jun 2006 - Sep 2006Framingham, Ma, UsSupervised 25-35 associates with daily production while regulating the flow of merchandise to maintain efficiency and ensure volumes were met on a daily basis.Developed and motivated associates, fostered good working relationships with union officials, resolved associate relations issues, provided performance appraisals, and monitored associates’ progress, trained temporary associates.Communicated in Spanish during daily interaction with associates.Communicated with peers and senior management to ensure efficient operations. -
Crew MemberTrader Joe'S 2005 - 2005Monrovia, California, UsCashier, shelf stocker, food preparer, customer relations advocate
Jacqueline Steinberg Diiulio Skills
Jacqueline Steinberg Diiulio Education Details
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Northeastern UniversityDual Concentration: Management; Entrepreneurship & Small Venture Management -
Umass BostonInternational Management; Environmental Management -
Bond UniversityStudy Abroad
Frequently Asked Questions about Jacqueline Steinberg Diiulio
What company does Jacqueline Steinberg Diiulio work for?
Jacqueline Steinberg Diiulio works for New York Life Insurance Company
What is Jacqueline Steinberg Diiulio's role at the current company?
Jacqueline Steinberg Diiulio's current role is Chief of Staff to the Head of Institutional Life, CVP, Management, Planning and Governance.
What is Jacqueline Steinberg Diiulio's email address?
Jacqueline Steinberg Diiulio's email address is ja****@****ife.com
What is Jacqueline Steinberg Diiulio's direct phone number?
Jacqueline Steinberg Diiulio's direct phone number is +150868*****
What schools did Jacqueline Steinberg Diiulio attend?
Jacqueline Steinberg Diiulio attended Northeastern University, Umass Boston, Bond University.
What are some of Jacqueline Steinberg Diiulio's interests?
Jacqueline Steinberg Diiulio has interest in Israel, Golf, Food, Softball, Health, Investments, Education, Environment, Green Energy And Technology, Dogs.
What skills is Jacqueline Steinberg Diiulio known for?
Jacqueline Steinberg Diiulio has skills like Investments, Project Management, Manage Client Relationships, Construction Management, Investment Management, Pensions, Compliance, Organizing, Powerpoint, Legal Documents, Client Liaison, Foundations.
Who are Jacqueline Steinberg Diiulio's colleagues?
Jacqueline Steinberg Diiulio's colleagues are Tyler Voisine, Jung Yi, John Dirago, Gwenn Gomez-Reyes, Kitty Xue, Cynthia Reitz, Brian Black.
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