Travelers Life & Annuity

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Travelers Life & Annuity Employees

Employee
Years
Job
Industry
Paul Higginbotham Paul Higginbotham Greater Seattle Area Details
Paul Higginbotham's Travelers Life & Annuity Experience February 2004 - May 2005
Job General Manager Enterprise Platform Services, & MSIT China Sponsor
Industry Information Technology and Services
Experience
Microsoft  November 2013 - Present
GE  May 2013 - November 2013
GE  November 2011 - May 2013
GE  March 2007 - December 2011
UnitedHealth Group  May 2005 - March 2007
Travelers Life & Annuity   February 2004 - May 2005
Travelers  August 1999 - February 2004

Skills
Business Process..., Six Sigma, Process Improvement, Project Management, Program Management, Management, Cross-functional Team..., Leadership, IT Strategy, PMP, SDLC, Vendor Management, Enterprise Software, Project Portfolio..., Integration, PMO, Process Engineering, IT Management, Business Analysis, Business Process, Software Development, ERP, Cost Reduction

Education
Rensselaer Polytechnic Institute at Hartford   2002 — 2006
MSIT, Information Technology

Virginia Intermont College   1995 — 1999
BA, Management, Marketing

Thomas J. Russell Thomas J. Russell Houston, Texas Details
Thomas J. Russell's Travelers Life & Annuity Experience July 1999 - December 2003
Job Regional Sales Vice President at MetLife Investors; External Wholesaler
Industry Financial Services
Experience
MetLife Investors  January 2004 - Present
Travelers Life & Annuity   July 1999 - December 2003
Van Kampen Funds  January 1997 - June 1999

Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement Planning, Fixed Income Strategies, Series 7, Series 6, Retirement, Wealth Management, Series 63, Financial Advisory, 401k, Life Insurance

Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA)

Daniel J. Rooney Daniel J. Rooney Hartford, Connecticut Area Details
Daniel J. Rooney's Travelers Life & Annuity Experience June 1998 - March 1999
Job Interface Developer at Clinical Laboratory Partners
Industry Hospital & Health Care
Experience
Hartford HealthCare  September 2011 - Present
Hartford Hospital  February 2004 - September 2011
Hartford Hospital  October 2000 - May 2003
MassMutual Financial Group  May 2000 - September 2000
Connecticut Children's Medical Center  April 1999 - April 2000
Travelers Life & Annuity   June 1998 - March 1999
MassMutual Financial Group  May 1996 - May 1998

Skills
Java, Administration, Unix, Governance, JCAPS, SeeBeyond, SQL, SQL Server, Clubs, Programming, EMR, Healthcare, Integration, Soccer, Refereeing, Hosting, Sports Coaching, Documentation Practices, Informatics, Information Technology, System Administration, Health Information..., HL7, Software Documentation, Microsoft SQL Server, Healthcare Information...

Education
Morse School of Business
Computer Science

University of Maryland College Park

Michael Ruscz Michael Ruscz Hartford, Connecticut Area Details
Michael Ruscz's Travelers Life & Annuity Experience February 2004 - March 2005
Job Manager Sales Consultants at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America  September 2015 - Present
The Prudential Insurance Company of America  January 2014 - September 2015
MetLife Investors  August 2008 - December 2013
MetLife  October 2005 - August 2008
Travelers Life & Annuity   February 2004 - March 2005

Skills
Life Insurance, Licensed Life & Health..., Business Analysis, Business Process..., Root Cause Analysis, Permanent Life Insurance, Project Management, System Testing, Team Leadership, Product Marketing, Whole Life, Universal Life, Term Life Insurance, Financial Transactions, Disability Insurance, Fixed Annuities, Retirement Planning, Retirement

Education
The University of Connecticut   1998 — 2002
Bachelor of Arts (B.A.), Political Science

Bryan Gentile Bryan Gentile Pawcatuck, Connecticut Details
Bryan Gentile's Travelers Life & Annuity Experience 1998 - 2005
Job Tech Lead at The Hartford
Industry Information Technology and Services
Experience
The Hartford  March 2013 - Present
MetLife  2005 - 2013
Travelers Life & Annuity   1998 - 2005
Aetna  1997 - 1998
Tallan  1996 - 1997

Skills
Java, Informatica, J2EE Application..., Oracle, DB2, Microsoft SQL Server, Perl, Unix Shell Scripting, StarTeam, Build Forge, Visio, Websphere, Microstrategy, SDLC, SQL, XML, ETL, JavaScript, Software Project..., JSP, AJAX, Struts, Onsite-Offshore..., Technical Solution..., Hands-on Technical..., Unix, Swing, JMS, Mentoring, Enterprise Architecture, Java Enterprise Edition, WebSphere Application..., Data Warehousing, COBOL, Data Modeling, SOA, Putty, CORBA, Shell Scripting, WebSphere

Education
The University of Connecticut   1992 — 1996
Bachelor of Science (BS), Management Information Systems

Christina Black Christina Black Ellington, Connecticut Details
Christina Black's Travelers Life & Annuity Experience September 2003 - November 2005
Job High School English teacher at Vernon Public Schools
Industry Education Management
Experience
Vernon Public Schools  August 2011 - Present
Ellington Public Schools  September 2008 - June 2011
Travelers Life & Annuity   September 2003 - November 2005
The Hartford  2001 - 2003
Arthur Andersen  1998 - 2001

Skills
Microsoft Office, Microsoft Excel, Analysis, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Finance, Financial Accounting, Auditing, Staff Development, Financial Services

Education
The University of Connecticut   2007 — 2008
Master of Arts (M.A.), Secondary Education and Teaching

The University of Connecticut   2005 — 2007
BA, English Language and Literature/Letters

The University of Connecticut   1995 — 1998
BS, Accounting

Michael Cavallari Michael Cavallari Hartford, Connecticut Area Details
Michael Cavallari's Travelers Life & Annuity Experience March 2000 - July 2005
Job Tech Lead eCommerce Web Developer at The Hartford
Industry Information Technology and Services
Experience
The Hartford  November 2013 - Present
MetLife  July 2005 - November 2013
Travelers Life & Annuity   March 2000 - July 2005
Travelers  August 1998 - March 2000
Macmillan/McGraw-Hill  May 1994 - August 1998

Skills
J2EE Application..., .NET, SOA, OO Software Development, Web Content Management, Agile Methodologies, Software Development, Java Enterprise Edition, Databases

Education
Rensselaer Polytechnic Institute   2000 — 2004
Master's degree, Computer Science

University of Rhode Island   1990 — 1994
Bachelor's degree, Computer Science

Michael Bandtlow Michael Bandtlow Charlotte, North Carolina Area Details
Michael Bandtlow's Travelers Life & Annuity Experience April 1995 - October 1996
Job Senior Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2015 - Present
DST Retirement Solutions  July 2012 - December 2014
DST Insurance Solutions  2011 - 2012
CIGNA Healthcare  January 2011 - May 2011
ING  September 2001 - November 2010
CSC  October 1996 - September 2001
Travelers Life & Annuity   April 1995 - October 1996
Travelers  June 1981 - October 1988

Skills
Full SDLC, Requirements Analysis, Fixed Annuities, Variable Annuities, Payout Annuities, System Testing, Business Process..., Product Design, Business Intelligence, Business Analysis, Business Requirements, Insurance, Requirements Gathering, SDLC, Software Documentation, Testing, Analysis, Visio, Business Process, Systems Analysis, Solution Architecture, Software Development

Education
University of Hartford   1979 — 1981
BSBA, Management

Amanda Mytych Amanda Mytych Hartford, Connecticut Area Details
Amanda Mytych's Travelers Life & Annuity Experience March 1998 - March 2000
Job Director, Personal Insurance Platform Portfolio Management at Travelers
Industry Insurance
Experience
Travelers  January 2014 - Present
Travelers  April 2011 - December 2013
Travelers  August 2008 - April 2011
The Hartford  March 2007 - August 2008
MassMutual  July 2000 - March 2007
Phoenix Home Life Mutual Insurance Company  March 2000 - July 2000
Travelers Life & Annuity   March 1998 - March 2000
Computer Sciences Corporation  March 1996 - March 1998
Aetna  June 1989 - March 1996

Skills
Process Improvement, Business Process, Data Warehousing, Business Analysis, Leading Change, Methodology..., Property & Casualty..., Life Insurance, Resource Management, Business Process..., Project Portfolio..., PMO, Change Management

Education
Southern New Hampshire University   1984 — 1988
Bachelor of Science (B.S.), Computer and Information Sciences, General

Cliff Heaton Cliff Heaton Orlando, Florida Details
Cliff Heaton's Travelers Life & Annuity Experience 2003 - 2009
Job Experienced Customer Service Rep, Certified Professional Coder
Industry Medical Practice
Experience
Aon Hewitt  July 2014 - Present
A & J Billing   June 2013 - May 2014
US Career Institute   October 2012 - February 2013
MetLife  January 2009 - September 2012
MetLife  2006 - 2009
Travelers Life & Annuity   2003 - 2009
Travelers Life & Annuity   2000 - 2003

Skills
Self-starter, Ability to follow..., Data Entry, Customer Service, Online and Phone Support, Problem Resolution, Close Attention to..., Deadline Sensitive, Customer Focused, Collaborative Style, Fast Paced Environment, Large Work Load, Minimal Supervision, Financial Services, Leadership, Lotus Notes, Retirement Planning, Variable Annuities, Organizational..., Building Relationships, Goal Oriented, Call Center, Business Relationship..., Outlook, 401k, Data Analysis, Training, Mutual Funds, Insurance Brokerage, Series 6, Collaborative Problem..., FINRA, Process Improvement, Customer Satisfaction, Time Management, Microsoft Excel, Microsoft Word, Team Building, Change Management, SDLC, Business Process..., Cross-functional Team..., Call Centers, Analysis, Management, Vendor Management, Visio, Customer Retention, Performance Management, Leadership Development

Education
The University of Connecticut
Bachelor of Arts (B.A.), Psychology

Sue Farrell Sue Farrell West Hartford, Connecticut Details
Sue Farrell's Travelers Life & Annuity Experience June 1985 - August 1991
Job Luminaria Chair at West Hartford Relay For Life
Industry Insurance
Experience
Volunteer for American Cancer Society's West Hartford Relay For Life   2014 - Present
Practical Actuarial Solutions   October 2009 - Present
Travelers Insurance  January 2006 - March 2009
Travelers Life & Annuity/CitiGroup/Metlife   June 1998 - January 2006
Travelers Life & Annuity / CitiGroup   August 1991 - June 1998
Travelers Life & Annuity   June 1985 - August 1991

Skills
Actuarial Science, Insurance, Fixed Annuities, Pricing, Reinsurance, Property & Casualty..., Project Management, Financial Services, Commercial Insurance, Analysis, Life Insurance, Retirement, Process Improvement, Commercial Lines

Education
The University of Connecticut   1982 — 1986
BA, Math / Actuarial Science

Penney High School   1978 — 1982

Jason Graf Jason Graf Greater New York City Area Details
Jason Graf's Travelers Life & Annuity Experience July 2004 - December 2005
Job Director, Client Relations at MetLife
Industry Financial Services
Experience
MetLife  August 2013 - Present
MetLife  January 2009 - July 2013
MetLife  January 2006 - December 2008
Travelers Life & Annuity   July 2004 - December 2005
Simpson Thacher & Bartlett LLP  May 2003 - August 2003

Skills
Series 6, Series 63, Team Management, Retirement, Defined Benefit, Pensions, Investments, Securities, Sales, Insurance, Mutual Funds, Stable Value, Defined Contribution, 457 Plans, 403B Plans, 401K Plans, Fixed Income, 401k, 403 b

Education
The University of Connecticut School of Business   2005 — 2010
MBA

University of Connecticut   2000 — 2004
BS

Carolyn Boccaccio Carolyn Boccaccio Greater New York City Area Details
Carolyn Boccaccio's Travelers Life & Annuity Experience January 2002 - May 2004
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  February 2013 - Present
OppenheimerFunds  September 2010 - February 2013
ING  January 2008 - October 2008
The Hartford/Planco  February 2007 - January 2008
MetLife Investors  May 2004 - January 2007
Travelers Life & Annuity   January 2002 - May 2004

Skills
Fixed Income, Retirement Planning, Marketing, Financial Markets, Sales, Series 7, Series 63, Mutual Funds, Investments, Finance, Asset Allocation, Securities, Alternative Investments, Retirement, 401k, Asset Management

Education
Rutgers University-New Brunswick   1995 — 2000
Bachelors, History, Minor, Political Science

Scott McClain Scott McClain Hartford, Connecticut Area Details
Scott McClain's Travelers Life & Annuity Experience May 2003 - August 2004
Job Recognized as Best Dad, in a recent survey of children living in this house.
Industry Insurance
Experience
Carter Mario Injury Lawyers  October 2014 - Present
Mount Southington Racing Team   October 2012 - Present
Suburban Sports   April 2010 - October 2014
Connecticut Yankee Council   December 2009 - April 2010
Suburban Sports   September 2009 - December 2009
Hartford Life Ins. Co   August 2007 - 2009
Hartford Life Ins. Co   July 2004 - August 2007
Ski Sundown  1992 - 2007
Travelers Life & Annuity   May 2003 - August 2004
Nationwide Financial Services  August 2001 - May 2003

Skills
Customer Service, Sales, Management, Training, Call Centers, Finance, Insurance, Process Improvement, Team Building, Public Speaking, Microsoft Excel, Leadership Development, Event Planning, Coaching, Project Management, Microsoft Office, Outlook, Microsoft Word, Team Leadership, Analysis, Event Management, Public Relations, PowerPoint, Change Management, Sales Management, Operations Management, Performance Management, Teamwork, New Business Development

Education
The Ohio State University   1994 — 2000
BA, English

Granby Memorial High Schoo

Eric Vieweg Eric Vieweg Hartford, Connecticut Area Details
Eric Vieweg's Travelers Life & Annuity Experience 1996 - 2002
Job Insurance Associate Examiner at Connecticut Insurance Department
Industry Government Administration
Experience
Connecticut Insurance Department  December 2006 - Present
lincoln financial group  2002 - 2006
travelers life & annuity   1996 - 2002

Skills
Customer Relations, Insurance, Customer Service

Education
Oral Roberts University   1984 — 1987
B.S., Marketing

granby memorial high school   1978 — 1982

Ken Gorzkowski Ken Gorzkowski Enfield, Connecticut Details
Ken Gorzkowski's Travelers Life & Annuity Experience 1986 - March 2005
Job Manager at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare  March 2007 - Present
MetLife  2005 - 2006
Travelers Life & Annuity   1986 - March 2005

Education
Trinity College-Hartford
Bachelor of Arts (B.A.)

Colin Zhao Colin Zhao Hartford, Connecticut Area Details
Colin Zhao's Travelers Life & Annuity Experience 2000 - 2005
Job Enterprise Solution Architect
Industry Information Technology and Services
Experience
WellPoint  October 2013 - Present
IPC Systems, Inc.   July 2009 - September 2013
The Hartford  February 2006 - July 2009
MetLife  2005 - 2006
Travelers Life & Annuity   2000 - 2005

Skills
SDLC, Enterprise Architecture, Integration, Agile Methodologies, Software Project..., Java Enterprise Edition, Software Development, SOA, Requirements Analysis, Solution Architecture, Requirements Gathering, Architecture, Web Services, SQL, Oracle, Architectures, Java, Enterprise Software, Hibernate, DB2

Education
University of Connecticut   1989 — 1994
Doctor of Philosophy (PhD), Materials Science

Luz Torres Luz Torres Springfield, Massachusetts Details
Luz Torres's Travelers Life & Annuity Experience October 2003 - September 2005
Job Registration Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  October 2007 - Present
MassMutual Financial Group  September 2005 - October 2007
Travelers Life & Annuity   October 2003 - September 2005

Skills
Series 7, Series 24, Series 63, FINRA, Retirement Planning, Organizational..., Communication Skills, Microsoft Office

Education
MCDI   1996 — 1997
Computer and Information Sciences and Support Services

University of Puerto Rico-Cayey   1986 — 1989
Associate's degree, Accounting and Finance

Mary Maurice Mary Maurice Charlotte, North Carolina Area Details
Mary Maurice's Travelers Life & Annuity Experience June 1990 - March 1998
Job Program/Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2004 - Present
Citigroup  June 2002 - June 2004
Chicago Title  April 1998 - May 2002
Travelers Life & Annuity   June 1990 - March 1998

Skills
Software Project..., SDLC, Program Management, Agile Project Management, Workflow Applications, Document Imaging, Portal Technologies, SharePoint, Requirements Analysis, Visio, Business Analysis, Software Development, PMO, Agile Methodologies, Project Portfolio..., PMP, Integration, Business Requirements, Resource Management

Education
Rochester Institute of Technology   1986 — 1990
Bachelor of Science (B.S.), Information Technology

Kevin Olean Kevin Olean Albany, New York Area Details
Kevin Olean's Travelers Life & Annuity Experience October 2003 - June 2005
Job Regional Vice President Northeast IBD
Industry Financial Services
Experience
Great West Financial  February 2014 - Present
Prudential Annuities Distributors, Inc   June 2005 - January 2014
Travelers Life & Annuity   October 2003 - June 2005

Skills
Fugent, Webinars, New Business Development, Business Generation, Value Based Selling, Territory Analysis, WebEx, Android, Blackberry, Excel, Word, Outlook, Lotus Notes, Sametime, PowerPoint, Retirement Income..., Retirement Planning, Public Speaking, Effective Meetings, Series 6, Consultative Selling, Annuity, Business Planning, Microsoft Word, Leadership, Series 7, Series 63, Variable Annuities, IRAs, Financial Services, Mutual Funds, Insurance, Investments, Retirement, Sales, Microsoft Excel, Selling, Analysis, CRM, Lead Generation

Education
University of New Haven
Bachelor of Science, Mass Communications

The Baron Group
Consultative Selling Skills

Gabe Hathorn Gabe Hathorn Hartford, Connecticut Area Details
Gabe Hathorn's Travelers Life & Annuity Experience September 1995 - December 2005
Job Sr. Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners  March 2006 - Present
Travelers Life & Annuity   September 1995 - December 2005

Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Series 7, Financial Advisory, Asset Allocation, Strategic Financial..., Retirement, Investment Strategies, Series 63, Asset Management, Separately Managed..., Financial Planning, Financial Services

Education
State University of New York College at Geneseo   1991 — 1995

South windsor High School

John-David Haire John-David Haire Greater Atlanta Area Details
John-David Haire's Travelers Life & Annuity Experience March 2004 - March 2005
Job Managing Principal at Iron Logic Consulting, LLC
Industry Management Consulting
Experience
Iron Logic Consulting, LLC   December 2012 - Present
Iron Logic Wealth Advisory, LLC   January 2010 - Present
MetLife Investors  March 2004 - September 2009
Travelers Life & Annuity   March 2004 - March 2005
New York Life  March 2002 - March 2004
Jackson National Life  1999 - 2000

Education
University of Cincinnati College of Business   1994 — 1997
BS, Finance, Real Estate

Mitchell R. Anderson, CLU® Mitchell R. Anderson, CLU® Greater New York City Area Details
Mitchell R. Anderson, CLU®'s Travelers Life & Annuity Experience 1989 - 1995
Job Vice President & Relationship Manager at Athene Annuity & Life Assurance /Company of New York
Industry Insurance
Experience
Athene Annuity & Life Assurance /Company of New York   January 2013 - Present
Presidential Life  May 2009 - January 2013
Presidential Life  January 1997 - April 2009
Smith Barney  January 1995 - December 1996
Travelers Life & Annuity   1989 - 1995

Skills
Product Development, Public Speaking, Sales Management, Strategic Planning, Budgets, Mergers & Acquisitions, Financial Services, Fixed Annuities, Investments, Strategic Financial..., Start-ups, Market Research, Marketing Communications, Finance, Change Management, Strategy, Marketing Strategy, Business Planning, Insurance, Financial Analysis, Account Management, Business Development

Education
University at Albany   1984 — 1988
BS, Biology

The American College
Chartered Life Underwriter, Financial Planning and Services

walter panas

walter panas

Brian Graime Brian Graime Greater New York City Area Details
Brian Graime's Travelers Life & Annuity Experience June 2000 - December 2003
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities  December 2012 - Present
Manalapan-Englishtown Board of Education  2010 - Present
Guggenheim Partners  February 2011 - December 2012
ING  July 2010 - December 2010
Metropolitan Life Insurance Company  January 2006 - June 2010
MetLife  June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY  January 2004 - December 2005
Travelers Life & Annuity   June 2000 - December 2003
Salomon Smith Barney  June 1998 - March 2000
Salomon Smith Barney  June 1996 - May 1998

Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments

Education
University of Maryland - Robert H. Smith School of Business   1992 — 1996
Bachelor, Accounting

Lawrence Segal Lawrence Segal Hartford, Connecticut Area Details
Lawrence Segal's Travelers Life & Annuity Experience June 1997 - July 2005
Job Assistant Vice President & Actuary at MetLife
Industry Insurance
Experience
MetLife  July 2005 - Present
Actuarial Club of Hartford & Springfield   July 2011 - July 2012
Travelers Life & Annuity   June 1997 - July 2005
Price Waterhouse  June 1992 - June 1997
Aetna Life & Casualty  June 1988 - June 1992

Education
University of Connecticut   1979 — 1983
Bachelor of Science, Mathematics - Actuarial Science

Marino Monti Marino Monti Greater New York City Area Details
Marino Monti's Travelers Life & Annuity Experience 1990 - 2005
Job SVP Voya Financial
Industry Financial Services
Experience
Voya Financial  July 2015 - Present
The Hartford  December 2005 - July 2015
The Hartford  2005 - 2013
Citigroup  2003 - 2005
Travelers Life & Annuity   1990 - 2005

Skills
Mutual Funds, Fixed Annuities, Retirement, Investments, Underwriting, Project Management, IT Management, Sourcing, Vendor Management, Technology Leadership, CRM, Mergers & Acquisitions, Risk Management, Portfolio Management

Education
University of Hartford   1997 — 2000
BSBA, Finance/Economics/Computer Science

University of Hartford   1990 — 1992
MBA, Accounting

Bernadette English Bernadette English Greater New York City Area Details
Bernadette English's Travelers Life & Annuity Experience March 2003 - June 2005
Job High Performing Marketing & Communications Manager | Writing | Strategy Development & Execution
Industry Financial Services
Experience
TIAA-CREF  November 2014 - Present
Prudential Financial  August 2014 - October 2014
MetLife  May 2012 - May 2014
MetLife  July 2005 - May 2006
Travelers Life & Annuity   March 2003 - June 2005
MetLife Financial Services  August 2000 - March 2003
Prudential Financial  July 1998 - August 2000

Skills
Writing, Annuity, Internal Communications, Copywriting, Marketing Communications, Annuities, Marketing Strategy, Series 6, PowerPoint, Mutual Funds, Editing, Retirement Planning, Fixed Annuities, Team Leadership, Non-profits, Marketing, Product Marketing, Insurance, Nonprofits, Leadership, Strategic Communications, Financial Services, Retirement, Series 63, Strategic Planning, Corporate Communications, FINRA, Disability Insurance, 401k, Management, Marketing Management, Presentations, Print Collateral, Recruiting

Education
Rutgers University-New Brunswick   1982 — 1986
Bachelors, Communication, English

Richard Wiernasz Richard Wiernasz Stamford, Connecticut Details
Richard Wiernasz's Travelers Life & Annuity Experience March 2004 - August 2005
Job Managing Director, Investments Portfolio Management at Genworth Financial
Industry Insurance
Experience
Genworth Financial  October 2012 - Present
Genworth Financial  April 2007 - October 2012
Genworth Financial  December 2005 - April 2007
Genworth Financial  September 2005 - December 2005
Travelers Life & Annuity   March 2004 - August 2005
Travelers Life & Annuity   March 2002 - March 2004
Travelers Life & Annuity   June 1999 - March 2002
KPMG  August 1991 - June 1999

Skills
Derivatives, Investments, Finance, Private Equity, Insurance, Financial Analysis, Fixed Annuities, Strategic Financial..., Financial Risk, Financial Services, Valuation, Portfolio Management, Securities, Accounting, Capital Markets, Risk Management, Financial Advisory, Process Improvement, Loans, ALM, Reinsurance, Bonds, Life Insurance, Corporate Finance, Asset Management, Auditing, Financial Reporting, Credit Analysis, Long-term Care, Internal Controls, SEC filings, Asset Allocation, Investment Strategies, Mergers & Acquisitions, Alternative Investments, Fixed Income, Hedge Funds, Credit, Business Process...

Education
The University of Connecticut   1988 — 1991
Bachelor of Science (BS), Accounting and Business/Management

Peter Salonia MBA Peter Salonia MBA Stamford, Connecticut Details
Peter Salonia MBA's Travelers Life & Annuity Experience November 2004 - December 2005
Job Account Manager, National Accounts at Aetna
Industry Insurance
Experience
Aetna  June 2010 - Present
Aetna  June 2008 - June 2010
Aetna  January 2006 - June 2008
Travelers Life & Annuity   November 2004 - December 2005
Board of Education Town of Newington, CT   September 2004 - November 2004
Newington Parks & Recreation, CT   June 2000 - August 2002
McDonald's  April 1998 - August 1998
The New Britain Herald  July 1986 - August 1996

Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Account Management, Customer Service, Disability Insurance, Sales, Team Building, Strategy

Education
The University of Connecticut School of Business   2007 — 2010
Masters of Business Administration, Finance

Siena College   2000 — 2004
Bachelors of Science, Marketing & Management

Newington High School

John O'Shaughnessy John O'Shaughnessy Prospect, Kentucky Details
John O'Shaughnessy's Travelers Life & Annuity Experience January 2001 - January 2002
Job Chief Actuary Fidelity & Guaranty Life
Industry Insurance
Experience
Fidelity & Guaranty Life  January 2013 - Present
Fidelity & Guaranty Life  January 2009 - January 2013
Great American Financial Resources  September 2006 - December 2008
Lincoln Financial Group  January 2002 - September 2004
Travelers Life & Annuity   January 2001 - January 2002
Sage Life Insurance   January 2000 - January 2001
Nationwide Financial  August 1989 - January 2000

Education
University of Louisville   1983 — 1984
MA Mathematics, Combinatorics

Carol Darling Carol Darling Washington D.C. Metro Area Details
Carol Darling's Travelers Life & Annuity Experience May 1998 - June 1999
Job Inspections Specialist at PCAOB
Industry Financial Services
Experience
PCAOB  September 2011 - Present
Deloitte and Touche LLP  May 2005 - September 2011
CIGNA Healthcare  October 2003 - May 2005
ING  September 2001 - October 2003
Travelers Insurance  June 1999 - September 2001
Travelers Life & Annuity   May 1998 - June 1999
Travelers Insurance  October 1995 - May 1998
Travelers Insurance  September 1989 - October 1995

Skills
Auditing, Business Process, CISA, Enterprise Risk..., Financial Reporting, IT Audit, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Management, Finance, Governance, Accounting, Financial Analysis, Risk Management

Education
Rensselaer Polytechnic Institute at Hartford   1995 — 1998
MBA, Business Administration - Finance

University of Connecticut   1984 — 1989
BA, Mathematics - Actuarial Science

University of Hartford
MSAT, Accounting

Amy Gordona Amy Gordona Providence, Rhode Island Area Details
Amy Gordona's Travelers Life & Annuity Experience August 1998 - May 2005
Job Vice President, Marketing, Fidelity Financial Advisor Solutions
Industry Financial Services
Experience
Fidelity Investments  January 2013 - Present
John Hancock Life Insurance Company (U.S.A.)   November 2007 - January 2013
Pacific Life  June 2005 - October 2007
Travelers Life & Annuity   August 1998 - May 2005

Education
The University of Connecticut   1994 — 1998
Bachelor of Arts, Psychology

Marybeth Hantzos Marybeth Hantzos New London/Norwich, Connecticut Area Details
Marybeth Hantzos's Travelers Life & Annuity Experience 1998 - 2005
Job Business Development Executive
Industry Program Development
Experience
Benchmark Senior Living  2014 - 2015
The Hartford  2011 - 2013
Conning Asset Management  2008 - 2011
MetLife Investors  2005 - 2008
Travelers Life & Annuity   1998 - 2005

Skills
Project Management, New Business Development, Marketing, Sales, Customer Service, Process Improvement, Strategic Planning, Leadership, Program Management, Management, Operations Management, Product Development, Training, Employee Benefits

Education
Providence College
Bachelor of Science, Business Management

Joseph Oberheuser Joseph Oberheuser Hartford, Connecticut Area Details
Joseph Oberheuser's Travelers Life & Annuity Experience 1998 - 2004
Job Vice President, Head of U.S. Retirement Operations
Industry Financial Services
Experience
Legal & General  2015 - Present
The Hartford  2011 - 2015
The Hartford  2009 - 2011
The Hartford  2006 - 2009
The Hartford  2004 - 2006
Travelers Life & Annuity   1998 - 2004
Travelers Life & Annuity   1995 - 1998

Skills
Process Engineering, Change Management, Operational Excellence, Customer Experience, Continuous Improvement, Strategic Planning, Business Transformation, Operations Management, Expense Management, Process Improvement, Leadership, Strategy, Management, Pensions, Retirement, Fixed Annuities, Business Analysis

Education
University of Hartford
Masters of Science in Insurance (MSI)

University of Hartford
Bachelor of Science in Business Administration (BSBA)

Diana Collins Diana Collins Charlotte, North Carolina Details
Diana Collins's Travelers Life & Annuity Experience 1998 - 2002
Job Marketing Communications Program Manager
Industry Financial Services
Experience
TIAA-CREF  March 2015 - Present
LPL Financial  June 2014 - March 2015
Charlotte Couples   June 2008 - March 2015
The Mergis Group  August 2012 - November 2013
Wachovia, A Wells Fargo Company  2002 - 2008
Travelers Life & Annuity   1998 - 2002

Skills
Marketing Communications, Writing, Copywriting, Creative Development, Marketing Management, Communications Strategy, Corporate Communications, Internal Communications, Marketing Strategy, Project Planning, Project Execution, Social Media Marketing, Advertising, Budgeting, Team Leadership, Retirement Services, Product Marketing, Project Management, Creative Direction, Retirement, Management, Strategic Communications, Marketing, Leadership, Public Speaking, Sales

Education
Syracuse University   1986 — 1988
BS

Adam Zimmer Adam Zimmer Greater Boston Area Details
Adam Zimmer's Travelers Life & Annuity Experience June 2012 - September 2012
Job Consultant at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting  April 2015 - Present
Tallan  January 2013 - April 2015
Travelers Life & Annuity   June 2012 - September 2012

Skills
Business Intelligence, Analytics, Agile Methodologies, Web Services, Microsoft SQL Server, Software Project..., SQL, Agile Project Management, Java, Software Development, Scrum, SharePoint, .NET, TFS, Spring

Education
The University of Connecticut   2008 — 2012
BS, Computer Engineering

Jeff Kremin Jeff Kremin Greater Chicago Area Details
Jeff Kremin's Travelers Life & Annuity Experience 2004 - 2005
Job Executive Vice President / National Sales Manager
Industry Financial Services
Experience
KBS Capital Markets Group  December 2005 - Present
Travelers Life & Annuity   2004 - 2005
Jackson National Life  1998 - 2004
Pacific Life  1994 - 1998
Nuveen Investments  1990 - 1994

Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Series 63, Series 7

Education
University of Michigan

Frank Booth, CRPS Frank Booth, CRPS Greater New York City Area Details
Frank Booth, CRPS's Travelers Life & Annuity Experience January 2000 - April 2004
Job Finncial Advisor ar Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  February 2015 - Present
VALIC  June 2009 - February 2015
ING Wealth Management   April 2006 - June 2009
Travelers Life & Annuity (MetLife)   April 2004 - April 2006
Travelers Life & Annuity   January 2000 - April 2004
Smith Barney  January 1998 - January 2000

Education
University of Pennsylvania   1984 — 1988
Bachelor of Arts

Hotchkiss School   1981 — 1984
Class of 1984

Indian Mountain

Debbie Leppones Debbie Leppones Hartford, Connecticut Area Details
Debbie Leppones's Travelers Life & Annuity Experience 1990 - 2004
Job Experienced Finance, Operations and Technology Professional.
Industry Insurance
Experience
UnitedHealthcare  August 2010 - Present
CIGNA  2004 - 2007
Travelers Life & Annuity   1990 - 2004

Skills
Financial Analysis, Insurance, Health Insurance, Finance, Process Improvement, Risk Management, Business Analysis, Analysis

Education
The University of Connecticut
BS Business, Finance

Elliot Meibach Elliot Meibach Greater Chicago Area Details
Elliot Meibach's Travelers Life & Annuity Experience March 2004 - September 2005
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  January 2014 - Present
MetLife Investors  September 2005 - December 2013
Travelers Life & Annuity   March 2004 - September 2005
Travelers Life & Annuity   January 2002 - March 2004

Skills
Presentations, Sales, Qualifying Prospects, Variable Annuities, Mutual Funds, ETFs, Insurance, Asset Allocation, Risk Management, Stock Market, Series 7, Series 6, Series 63, series 26, Alternative Investments

Education
Tulane University - A.B. Freeman School of Business   1995 — 1999
Bachelor of Arts, Marketing

Michelle Wall Cross Michelle Wall Cross Dallas/Fort Worth Area Details
Michelle Wall Cross's Travelers Life & Annuity Experience 2000 - 2001
Job Vice President of Sales at Wall 3 Financial
Industry Financial Services
Experience
Wall 3 Financial   January 2011 - Present
Millennium Brokerage Group   2005 - 2011
Travelers Life and Annuity  2001 - 2005
Travelers Life & Annuity   2000 - 2001

Skills
Disability Insurance, Insurance, Life Insurance, Sales Management, Long-term Care, Financial Services, Wealth Management..., Investments, Retirement Planning

Education
Texas Tech University   1993 — 1997
Bachelor of Science (B.S.)

Bill Saig Bill Saig Greater Memphis Area Details
Bill Saig's Travelers Life & Annuity Experience April 2002 - April 2005
Job Financial Services Wholesaler
Industry Financial Services
Experience
Symetra  April 2012 - April 2015
Muliti-Funds, LLC   January 2012 - April 2012
AIG SunAmerica  May 2007 - November 2010
Allstate Financial  April 2005 - May 2007
Travelers Life & Annuity   April 2002 - April 2005
ING  2000 - 2002

Skills
Financial Planning, Industry Research, Consultative Selling, Fundraising, Annuities, Mutual Funds, Annuity, Wholesaling, Fixed Annuities, Series 63, Selling, Strategic Financial..., Banking, 401k, Portfolio Management, Financial Advisory, Investments, Sales, Finance, Financial Services, Wholesale, Insurance

Education
University of Arkansas at Fayetteville   1978 — 1982
Finance and Business, Business

Bert Campbell CLU® CHFC® CFP® Bert Campbell CLU® CHFC® CFP® Pendleton, South Carolina Details
Bert Campbell CLU® CHFC® CFP®'s Travelers Life & Annuity Experience 1978 - 2005
Job President at ACI Financial
Industry Financial Services
Experience
Greenville Estate Planning Association   2000 - Present
ACI Financial   1995 - Present
Tower Square Securities, Inc.   1995 - Present
Probity Advisors   2004 - 2006
Travelers Life & Annuity   1978 - 2005

Skills
Insurance, Estate Planning, Financial Planning, Fixed Annuities, Wealth Management, FINRA, Life Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Securities, Long-term Care, Portfolio Management, Strategic Financial..., Investment Advisory, IRAs, Term Life Insurance, Long Term Care Insurance, Investment Strategies, Variable Annuities, Whole Life, Alternative Investments, 401k Rollovers, Roth IRA, Certified Financial..., College Savings Plans

Education
The American College   1980 — 1986
CLU CHFC

Presbyterian College   1973 — 1977
BS, Business Administration

Jim Kries Jim Kries Phoenix, Arizona Area Details
Jim Kries's Travelers Life & Annuity Experience July 2004 - August 2005
Job President, Sales and Distribution, Managing Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC  December 2009 - Present
Virtus Investment Partners  February 2008 - September 2009
Transamerica  May 2006 - February 2008
Allstate Financial  August 2005 - May 2006
Travelers Life & Annuity   July 2004 - August 2005
AIG SunAmerica  October 1996 - July 2004

Education
University of Arizona   1984 — 1988
BSBA, Economics and Finance

Scott Stimson Scott Stimson South Windsor, Connecticut Details
Scott Stimson's Travelers Life & Annuity Experience September 1993 - June 2006
Job Retirement Planning Consultant/Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  September 2014 - Present
ING  February 2007 - September 2014
Travelers Life & Annuity   September 1993 - June 2006

Education
The University of Connecticut School of Business
Bachelor's degree, Finance

Mary Beth Murphy Mary Beth Murphy Austin, Texas Area Details
Mary Beth Murphy's Travelers Life & Annuity Experience 2002 - 2005
Job VP Retirement Solutions Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2010 - Present
Piche, L.L.C.   2006 - Present
MetLife Investors  2005 - 2006
Travelers Life & Annuity   2002 - 2005
SunAmerica  1995 - 2002
Essex Corporation  1992 - 1994

Education
University of Houston
BA, MBA, marketing

BRIAN DEAL BRIAN DEAL Hartford, Connecticut Area Details
BRIAN DEAL's Travelers Life & Annuity Experience 1996 - 2007
Job Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason  January 2007 - Present
Travelers Life & Annuity   1996 - 2007

Education
University of Arizona   1990 — 1994

Laura Hanson Laura Hanson Hartford, Connecticut Area Details
Laura Hanson's Travelers Life & Annuity Experience 2003 - 2005
Job AVP of Digital Commerce at The Hartford
Industry Internet
Experience
The Hartford  January 2011 - Present
The Hartford  August 2007 - February 2011
The Hartford  2005 - 2007
Travelers Life & Annuity   2003 - 2005
Travelers Life & Annuity   1999 - 2002
Travelers Property Casualty  1996 - 1998
Aetna Life & Casualty  1990 - 1996

Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Strategy, Analytics, IT Strategy, CRM, Product Management, Business Process..., Financial Services, Project Portfolio..., Program Management, Business Intelligence, E-commerce

Education
University of Hartford
MBA, Finance

University of Connecticut   1986 — 1990
BS, Management Information Systems

Chad Zahner Chad Zahner Farmington, Connecticut Details
Chad Zahner's Travelers Life & Annuity Experience August 2002 - August 2004
Job Senior Research Analyst at General Re New England Asset Management, Inc.
Industry Investment Management
Experience
General Re - New England Asset Management, Inc.   August 2007 - Present
ING  January 2005 - August 2007
Travelers Life & Annuity   August 2002 - August 2004
Versata  January 2000 - August 2002
Shoreline Software   1998 - 2000

Skills
SDLC, Financial Services

Education
The University of Connecticut School of Business   2005 — 2008
MBA, Finance, Marketing Intelligence

Trinity College-Hartford   1997 — 2001
BS, Computer Science

David Curtin David Curtin Boston, Massachusetts Details
David Curtin's Travelers Life & Annuity Experience 2003 - 2004
Job Assistant Vice President, Underwriting at ACE
Industry Insurance
Experience
ACE  September 2008 - Present
Chubb Specialty Insurance  May 2004 - September 2008
Travelers Life & Annuity   2003 - 2004

Skills
Underwriting, Property & Casualty..., D&O, Commercial Insurance, Insurance, Employment Practices..., Brokers, Liability, General Insurance, Casualty Insurance, Professional Liability

Education
University of Connecticut   1999 — 2003
BS, Resource Economics, Business Administration

Raphael Elul Raphael Elul Greater New York City Area Details
Raphael Elul's Travelers Life & Annuity Experience February 2003 - November 2003
Job Business Information Consultant
Industry Information Technology and Services
Experience
Wipro Technologies  June 2010 - Present
Citigroup Global Functions   April 2010 - December 2010
Travelers Life & Annuity   February 2003 - November 2003

Skills
Enterprise Architecture, Data Warehousing, Data Modeling, Business Analysis, IT Strategy, Business Intelligence, Architecture, Requirements Analysis, SDLC, Solution Architecture, Visio, Databases, ETL, Business Objects, Vendor Management, CRM, ERP, Integration, Linux, Business Process Design, Data Warehouse..., Management Consulting, PL/SQL, Data Migration, Oracle, Requirements Gathering, Unix, SQL, Software Development, Agile Methodologies, Data Integration, Architectures, Business Process, Enterprise Software, Software Project..., Information Technology, Database Design

Education
The Hebrew University   1962 — 1971
Doctor of Medical Sciences, Neuroscience

William Scully William Scully Hartford, Connecticut Area Details
William Scully's Travelers Life & Annuity Experience 1975 - 2005
Job VP Operation at Travel Insured International, Inc.
Industry Financial Services
Experience
Travel Insured International, Inc.   December 2007 - Present
Hartford Life  January 2006 - December 2007
Travelers Life and Annuity, Citigroup   2001 - 2005
Citigroup - Travelers Life & Annuity   1975 - 2005
Travelers Life & Annuity   1975 - 2005

Education
University of Hartford   1975 — 1978
MS, Accounting

Trinity College-Hartford   1970 — 1974
BA, Economics

Julianne McAndrew Julianne McAndrew Hartford, Connecticut Area Details
Julianne McAndrew's Travelers Life & Annuity Experience September 1995 - November 2005
Job 2nd Vice PresidentTraining & Development at Travelers
Industry Insurance
Experience
Travelers  June 2013 - Present
Travelers  January 2012 - June 2013
Hartford Hospital  November 2009 - January 2012
Travelers  November 2005 - November 2009
Travelers Life & Annuity   September 1995 - November 2005
Travelers Life & Annuity   1988 - 1995

Skills
Insurance, Property & Casualty..., Training, Commercial Insurance, Underwriting, Fixed Annuities, Legal Liability, Workers Compensation, Liability, Casualty, General Insurance, New Business Development, Employee Benefits, Risk Management, Claims Management, Call Centers, Relationship Management, Brokers, Health Insurance, Claim, Process Improvement, Professional Liability, Reinsurance, Customer Retention, Financial Services, Excess, Sales, Commercial Lines, Casualty Insurance

Education
Quinnipiac University   2013 — 2017
Organizational Leadership

The University of Connecticut School of Business
Management & Human Resource Development

Kim Spangler Kim Spangler Scottsdale, Arizona Details
Kim Spangler's Travelers Life & Annuity Experience November 1996 - July 2005
Job Founder, Owner, President at ONE COOL COW
Industry Food & Beverages
Experience
ONE COOL COW   July 2013 - Present
Load Your Bases   September 2012 - June 2013
Capstone Asset Management  September 2010 - June 2011
MetLife Investors  July 2005 - July 2010
Travelers Life & Annuity   November 1996 - July 2005
Morgan Stanley Smith Barney  1992 - 2002
Sutro & Co.   1989 - 1991

Skills
Event Planning, Marketing, Social Media, Marketing Communications, Social Media Marketing, Sales, Social Networking, New Business Development, Marketing Strategy, Sales Presentations, Account Management, Public Speaking, Strategic Planning, Product Marketing, Financial Services

Education
University of San Francisco
Advanced Social Medial Certificate Program, Marketing

University of Arizona
Bachelor of Arts, Political Science, Business

Jason Marino, CFA Jason Marino, CFA Hartford, Connecticut Area Details
Jason Marino, CFA's Travelers Life & Annuity Experience 2003 - 2005
Job Investment Director, Portfolio Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  October 2012 - Present
MassMutual  October 2007 - October 2012
MetLife  September 2001 - October 2007
Travelers Life & Annuity   2003 - 2005
Travelers Life and Annuity  September 2001 - September 2003

Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Insurance

Education
The University of Connecticut School of Business   2007 — 2009
MBA, Finance

University of Connecticut   1996 — 2001
B.A., Economics/Finance

W. Ling Chiu, CFA W. Ling Chiu, CFA Louisville, Kentucky Area Details
W. Ling Chiu, CFA's Travelers Life & Annuity Experience May 1993 - August 1993
Job Senior Portfolio Manager at Invesco
Industry Investment Management
Experience
Invesco  1994 - Present
Travelers Life & Annuity   May 1993 - August 1993
Travelers Insurance Company  May 1992 - August 1992

Skills
Stable Value, Trading, Fixed income securities, Bonds, Portfolio management, Asset Management, Fixed Income, Institutional..., Investment Strategies, Investment Management, Fixed Income Portfolio..., Portfolio Management, Investments

Education
University of Louisville   1990 — 1993
BS / MBA, Math / Actuarial Science / Business Administration

Tom Heavren Tom Heavren Hartford, Connecticut Area Details
Tom Heavren's Travelers Life & Annuity Experience 1991 - 2000
Job Risk Manager at HIMCO
Industry Insurance
Experience
HIMCO  2005 - Present
Travelers Life & Annuity   1991 - 2000

Skills
Business Analysis, Process Improvement, Insurance, Bloomberg, Financial Analysis, Financial Services, Valuation, Credit Risk, Asset Managment, ALM, Fixed Income, Risk Management, Market Risk, Capital Markets, Credit, Wealth Management, Financial Modeling, Trading, Strategic Financial..., Actuarial Science, Banking, Portfolio Management, Financial Risk, Alternative Investments, Securities, Hedge Funds, Life Insurance, Reinsurance, Fixed Annuities, VBA, Financial Markets, Corporate Finance, Asset Allocation, Enterprise Risk..., Bonds, Mutual Funds, Derivatives, Underwriting, Analysis, Equities, Investments

Education
Providence College   1980 — 1984

James Connors James Connors Milford, Connecticut Details
James Connors's Travelers Life & Annuity Experience May 2004 - May 2005
Job Corporate Counsel at Higher One
Industry Insurance
Experience
Higher One  August 2014 - Present
Prudential Financial  March 2008 - March 2013
MetLife  May 2005 - March 2008
Travelers Life & Annuity   May 2004 - May 2005
Travelers Life & Annuity   September 2002 - May 2004

Skills
Corporate Law, Litigation, Insurance, Licensing, Legal Research, Mergers, Insurance Law, Legal Writing, Variable Annuities, Compliance, Product Development, Transactional Law, Business Development, Project Management

Education
Quinnipiac University School of Law   2004 — 2007
J.D.

The University of Connecticut
BA - English

Holly Christie Holly Christie Hartford, Connecticut Area Details
Holly Christie's Travelers Life & Annuity Experience January 1999 - November 2002
Job 2VP Strategic Marketing & Communications
Industry Insurance
Experience
Travelers Insurance  August 2008 - Present
Lincoln Financial Distributors  November 2002 - April 2008
Lincoln Financial Distributors  November 2002 - May 2005
Travelers Life & Annuity   January 1999 - November 2002

Education
The University of Connecticut School of Business   1997 — 2000
MBA, Marketing & Finance

The University of Connecticut School of Business   1987 — 1991
B.S., Finance

Lee Personeni, CRPC Lee Personeni, CRPC Greater New York City Area Details
Lee Personeni, CRPC's Travelers Life & Annuity Experience 2005 - 2005
Job Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners  April 2010 - Present
Merrill Lynch  May 2008 - May 2010
Merrill Lynch  October 2006 - April 2007
Merrill Lynch  April 2005 - October 2006
Travelers Life & Annuity   2005 - 2005
Prudential Securities  1994 - 2005

Skills
Wealth Management, Investments, Management, Portfolio Management, Business Development, Strategy, Mutual Funds, Series 7, Fixed Income, Financial Services, Branch Banking, Marketing, Equities, Financial Advisory, Alternative Investments, Asset Management, Series 63, Asset Allocation, Finance, Securities, Investment Advisory, Hedge Funds, Capital Markets, Investment Strategies

Education
Syracuse University   1989 — 1993

Teresa Ferrante Teresa Ferrante San Francisco Bay Area Details
Teresa Ferrante's Travelers Life & Annuity Experience June 2002 - November 2005
Job Sales Vice President at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  November 2005 - Present
Travelers Life & Annuity   June 2002 - November 2005
AIG SunAmerica  July 2001 - June 2002
Delaware Investments, a member of the Macquarie Group  February 2000 - May 2001
Prudential Financial  July 1997 - February 2000

Skills
Separately Managed...

Education
Transylvania University   1990 — 1994
BA, Marketing, Psychology

Brett Russo Brett Russo Greater New York City Area Details
Brett Russo's Travelers Life & Annuity Experience February 2002 - March 2004
Job Connecting Technology Investors to Unbiased Technology Insight
Industry Financial Services
Experience
Gartner  January 2014 - Present
Dow Jones  October 2012 - January 2014
Bloomberg LP  September 2007 - October 2012
Transamerica Capital Inc  December 2005 - July 2007
Travelers Life and Annuity/MetLife Investors   March 2004 - December 2005
Travelers Life & Annuity   February 2002 - March 2004

Skills
Series 6, Series 63, Mutual Funds, Equities, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Securities, Capital Markets, CRM, Bloomberg Terminal, Financial Markets, Financial Services

Education
Southern Connecticut State University   1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General

David Levitas David Levitas Greater New York City Area Details
David Levitas's Travelers Life & Annuity Experience 2000 - 2003
Job Assistant Director – RFP Team, Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  May 2006 - Present
Transamerica Retirement Solutions/Diversified   May 2012 - July 2014
Transamerica Retirement Solutions/Diversified   August 2010 - May 2012
Transamerica Retirement Solutions/Diversified   2006 - August 2010
JPMorgan Chase  2004 - 2005
Travelers Life & Annuity   2000 - 2003

Skills
ERISA, Marketing, RFP, Project Management, Pricing, Defined Contribution, Profit Sharing, Employee Benefits, Management, Strategy, Pensions, Retirement, 401k, Mutual Funds, Financial Services, Retirement Planning

Education
State University of New York College at Oneonta
B.S., Business Economics

State University of New York College of Agriculture and Technology at Morrisville
A.A.S., Journalism

Joe Cotoia, CFA Joe Cotoia, CFA Hartford, Connecticut Details
Joe Cotoia, CFA's Travelers Life & Annuity Experience July 1998 - July 2000
Job Senior Product Manager at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners  November 2011 - Present
Conning Asset Management  July 2004 - February 2011
Citigroup  July 2000 - July 2004
Travelers Life & Annuity   July 1998 - July 2000

Skills
Fixed Income, Portfolio Management, Series 7, Asset Managment, Securities, Asset Allocation, Bloomberg, Trading, Investments, Bonds, Equities, Alternative Investments, Financial Modeling, Valuation, Investment Strategies, Wealth Management, Mutual Funds, Risk Management, Capital Markets, High Yield, Asset Management, Corporate Finance, Fixed Annuities, Credit Analysis, Finance, Derivatives, Investment Management, Pensions, FINRA, Investment Advisory, ALM, Series 63, FX Options, Financial Analysis, VBA, Due Diligence, Strategic Financial..., Retirement, Market Risk, Retirement Planning, Hedging, Credit, Structured Products, Financial Risk, Private Equity, Financial Markets, MBS, Credit Risk, Insurance, Financial Services

Education
University of Hartford   1994 — 1998
BS, Actuarial Science

Bishop Hendricken High School   1990 — 1994

Gene Lunman Gene Lunman Charlotte, North Carolina Area Details
Gene Lunman's Travelers Life & Annuity Experience 1982 - 2005
Job Executive Vice President at MetLife
Industry Insurance
Experience
MetLife  September 2014 - Present
Travelers Life   1995 - 2005
The Travelers  1992 - 2005
Travelers Life & Annuity   1982 - 2005

Skills
Insurance, Actuarial Science, Underwriting, Risk Management, Retirement, Reinsurance, Investments, Financial Services, Life Insurance, Retirement Planning, Fixed Annuities, Property & Casualty..., Disability Insurance, Health Insurance, Employee Benefits, Term Life Insurance, Strategic Financial...

Education
State University of New York College at Potsdam

Natalie Nesi Natalie Nesi Hartford, Connecticut Area Details
Natalie Nesi's Travelers Life & Annuity Experience 1983 - 2005
Job Assistant Vice President
Industry Insurance
Experience
MetLife  November 2008 - May 2011
MetLife  April 2006 - November 2008
Travelers Life & Annuity   1983 - 2005

Skills
SDLC, Information Security, Risk Management, Business Continuity..., Security, Vendor Management, Insurance, Business Analysis, Process Improvement, Business Continuity, IT Strategy, Project Management

Education
University of Hartford   1979 — 1983

Deborah Sprague McFall Deborah Sprague McFall Hartford, Connecticut Area Details
Deborah Sprague McFall's Travelers Life & Annuity Experience September 1997 - January 2002
Job Second Vice President Business Implementation
Industry Insurance
Experience
Travelers Insurance  April 2007 - Present
Lincoln Financial Group  2002 - 2007
Travelers Life & Annuity   September 1997 - January 2002
MassMutual Financial Group  April 1994 - September 1997
Travelers Asset Management & Pension Services   1989 - 1994

Skills
Program Management, Strategy, Sales Management, Marketing, Process Improvement, Management, Strategic Communications, Project Management, Disability Insurance, New Business Development, Fixed Annuities, Leadership, Life Insurance, Marketing Communications, Commercial Insurance, Sales, Health Insurance

Education
The University of Connecticut   1984 — 1985
BS, Communications

Windham High School

Bob Passero Bob Passero Hartford, Connecticut Area Details
Bob Passero's Travelers Life & Annuity Experience October 1991 - July 2005
Job Policy Expert
Industry Insurance
Experience
Indepentdent Insurance Consultant   October 2014 - Present
MetLife  June 2005 - December 2012
Travelers Life & Annuity   October 1991 - July 2005
CIGNA  October 1986 - October 1991
Phoenix Mutual  August 1983 - August 1986
Phoenix Mutual  August 1976 - August 1983
Aetna Life Insurance Company  October 1973 - August 1976

Skills
Insurance, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance

Education
Quinnipiac University   1966 — 1970

Siegfried De Haas Siegfried De Haas Hartford, Connecticut Area Details
Siegfried De Haas's Travelers Life & Annuity Experience 2005 - 2005
Job Testing Senior Specialist at CIGNA
Industry Information Technology and Services
Experience
CIGNA  2007 - Present
CIGNA  2009 - 2009
CIGNA  2007 - 2009
The Hartford  2006 - 2006
CIGNA  2005 - 2006
Travelers Life & Annuity   2005 - 2005
CIGNA Healthcare  2004 - 2004
Aetna  2004 - 2004
CIGNA Healthcare  2002 - 2004
Aetna  2001 - 2002

Skills
SDLC, Visio, User Acceptance Testing, Business Analysis, DB2, Systems Analysis, Cross-functional Team..., Access, Business Process, Microsoft SQL Server, MS Project, Oracle, Team Building, Insurance, Software Documentation, Change Management, Requirements Gathering, Business Requirements, Unix, Agile Methodologies, Quality Assurance, Test Planning, Databases, Integration, COBOL, Quality Center, Program Management, Requirements Analysis, Testing, Leadership, Visual Basic, Project Management, Data Warehousing, Vendor Management, SharePoint, Business Intelligence, Software Project..., PMP, Data Modeling

Education
The University of Connecticut
Bachelor of Science (B.S.), Business Administration

Janet D'Eugenio Janet D'Eugenio Hartford, Connecticut Area Details
Janet D'Eugenio's Travelers Life & Annuity Experience 1998 - 2000
Job Program/Project Manager at System Dynamix
Industry Information Technology and Services
Experience
System Dynamix   Project ManagerCIGNADecember 2008 - December 2009
The Hartford  October 2007 - November 2008
ING  2004 - 2007
Travelers Life & Annuity   1998 - 2000
orion capital  1995 - 2000
Aetna Life & Casualty  1996 - 1997

Education
Southern Connecticut State University   1974 — 1978
BS in Biology/PreMed

Quinnipiac University   1975 — 1976
genetics

Jennifer Hahn Feinerman Jennifer Hahn Feinerman Greater New York City Area Details
Jennifer Hahn Feinerman's Travelers Life & Annuity Experience January 2002 - May 2005
Job Vice PresidentRelationship Manager for Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  December 2010 - Present
Pershing, a BNY Mellon company  November 2009 - December 2010
Pershing, a BNY Mellon company  May 2005 - November 2009
Travelers Life & Annuity   January 2002 - May 2005
Citigroup Asset Management  February 1999 - January 2002
D.H. Blair/ Spencer Trask   October 1995 - February 1999

Skills
Asset Management, Series 7, Series 63, Financial Services, Sales, Relationship Management, Investment Advisory

Education
University of Maryland College Park   1990 — 1994

Cindy Cudworth Cindy Cudworth Hartford, Connecticut Area Details
Cindy Cudworth's Travelers Life & Annuity Experience January 1991 - January 1993
Job Consultant at CACS, LLC
Industry Insurance
Experience
CACS, LLC   July 2014 - Present
Capital Community College  August 2013 - June 2014
Reservoir Financial   May 2012 - August 2013
MetLife  April 2010 - April 2012
Travelers  November 2005 - September 2009
Travelers  November 2005 - September 2009
Retail Annuities Division2004   October 2003 - July 2005
CitiInsurance   January 2001 - October 2003
Travelers Life & Annuity   January 1991 - January 1993

Skills
Budgeting, Sales Support, Call Center, Marketing Communications, Staff Development, Joint Ventures, Integration, Budgets, Public Speaking, Sales Operations, Cross-functional Team..., Insurance, Call Centers, Analysis, Management, Leadership, Team Building, Process Improvement, Strategy, Strategic Planning

Education
Southern Connecticut State University   1979 — 1983
Bachelor of Science, Special Education

Southern Connecticut State University
BS, Special Education

Jessica Gagliano Jessica Gagliano Hartford, Connecticut Area Details
Jessica Gagliano's Travelers Life & Annuity Experience 2001 - 2005
Job Senior Competitive Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  August 2010 - Present
Lincoln Financial Group  June 2007 - August 2010
The Phoenix Companies  May 2005 - June 2007
Travelers Life & Annuity   2001 - 2005

Skills
Insurance, Process Improvement, Project Management, Strategic Financial..., Series 6, Leadership, Analysis, Training, Marketing, Marketing Strategy, Competitive Analysis, Business Analysis, Financial Planning, Fixed Annuities, Life Insurance, Sales, Cross-functional Team..., Business Strategy, Strategy, Financial Services

Education
University of Hartford   2008 — 2012
MBA, Management

Providence College   2001 — 2005
BA, Psychology, Music

Matt Zuba, Esq. Matt Zuba, Esq. Woodcliff Lake, New Jersey Details
Matt Zuba, Esq.'s Travelers Life & Annuity Experience January 2001 - November 2005
Job Vice President Operations
Industry Insurance
Experience
Hanleigh   November 2011 - Present
Hanleigh Special Risk, A BB&T Company   November 2011 - Present
Hartford Fire Ants Professional Hockey LLC   January 2003 - Present
MassMutual Financial Group  November 2005 - November 2011
Travelers Life & Annuity   January 2001 - November 2005

Skills
Insurance, Risk Management, Estate Planning, Fixed Annuities, Disability Insurance, Life Insurance, Employee Benefits

Education
Quinnipiac University School of Law   2007 — 2011
J.D., Law

The University of Connecticut   1997 — 2001
Bachelor of Science (B.S.), Management Information Systems, General

Amber Sharples Amber Sharples Oklahoma City, Oklahoma Area Details
Amber Sharples's Travelers Life & Annuity Experience 2001 - 2002
Job Executive Director at Oklahoma Arts Council
Industry Government Administration
Experience
Oklahoma Arts Council  May 2013 - Present
Oklahoma Arts Council  December 2006 - May 2013
U.S.-Mexico Foundation for Culture, Inc.   October 2005 - November 2006
Travelers Life & Annuity   2001 - 2002

Skills
Curatorial, Consultation, Insurance, Donations, Charitable Giving, American Art, Native Art, Latin Art, Mexican Art, Indigenous Art, Western Art, Fine Art, Photographs, Collections Management, Visual Arts, Western, Native, Art, Curating, Galleries, Museums, Museum Collections, Art History, Social Networking, Art Exhibitions, Charities, Volunteer Management, Photography, Contemporary Art, Grant Writing, Editing

Education
The George Washington University   2009 — 2010
Graduate Certificate, Museums Collections Management and Care

University of Oklahoma   2002 — 2005
M.A., Art History

University of Oklahoma   1996 — 2000
B.A., Psychology

Will Perez Will Perez Hartford, Connecticut Area Details
Will Perez's Travelers Life & Annuity Experience 2002 - 2002
Job Client Service Lead at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting  DirectorVirtusa2010 - 2012
The Hartford  December 1995 - January 2010
Travelers Life & Annuity   2002 - 2002
Accenture  January 1990 - December 1995
Andersen Consulting  1990 - 1995

Education
University of Connecticut   1984 — 1989
BS Engineering, Computer Science & Engineering

Brian Fresher Brian Fresher Hartford, Connecticut Area Details
Brian Fresher's Travelers Life & Annuity Experience June 2002 - September 2005
Job Assistant Vice President & Counsel at The Hartford
Industry Insurance
Experience
The Hartford  2005 - Present
Travelers Life & Annuity   June 2002 - September 2005
US Navy  January 2000 - December 2003
Anthem, Inc.   January 1990 - August 2000

Skills
Corporate Law, Property & Casualty..., Litigation, Product Liability, Litigation Management, Insurance Law, Corporate Governance, Mediation, Health Insurance, Arbitration, Legal Writing, Insurance, Legal Research, Commercial Litigation, Appeals, Privacy Law, Alternative Dispute..., Claim, Trials, Professional Liability

Education
Western New England College School of Law   1980 — 1981
Juris Doctor (J.D.)

University of Rhode Island   1974 — 1978
Bachelor of Science, Natural Sciences

Craig Skilton Craig Skilton Hartford, Connecticut Area Details
Craig Skilton's Travelers Life & Annuity Experience June 2004 - January 2005
Job Cusomter Service Manager with Techincal Skills.
Industry Consumer Services
Experience
ING  July 2007 - Present
Met Life  August 2006 - March 2007
Travelers Life & Annuity / Met Life   January 2005 - August 2006
Travelers Life & Annuity   June 2004 - January 2005
OIB / Total Merchent Services   November 1998 - October 2003

Education
University of Connecticut   1991 — 1996
BA, Political Science

Stephanie (MacNeal) Catalano Stephanie (MacNeal) Catalano New York, New York Details
Stephanie (MacNeal) Catalano's Travelers Life & Annuity Experience July 1997 - May 2004
Job Former Director, Head of Alternative Investments Strategic and Product Marketing at Merrill Lynch (8+ years at the Firm)
Industry Financial Services
Experience
Merrill Lynch  May 2004 - August 2012
Travelers Life & Annuity   July 1997 - May 2004
Conde Nast  February 1996 - July 1997
Wyeth Ayerst Laboratories  July 1993 - February 1996

Skills
Alternative Investments, Hedge Funds, Strategic Planning, Budgeting, Product Marketing, Strategic Marketing, National Account..., Marketing Strategy, Market Research, Strategy, Budgets, Marketing, Account Management, Sales, Brand Management, Leadership, Investments, Process Improvement

Education
Rosemont College   1989 — 1993
BA, Political Science with a Business Minor

Tony Abbazia Tony Abbazia Greater New York City Area Details
Tony Abbazia's Travelers Life & Annuity Experience 1986 - 1988
Job Principal, Consulting Actuary at Buck Consultants
Industry Financial Services
Experience
Buck Consultants  March 1994 - Present
Mercer  1988 - 1994
Travelers Life & Annuity   1986 - 1988

Skills
Actuarial Science, Pensions, Employee Benefits, Health Insurance, GASB, Defined Benefit, ERISA, Retirement, Risk Management, Mergers, Business Development, Benefits Administration, Actuarial Consulting, Employee Relations, 401k, Mergers & Acquisitions

Education
University of Connecticut   1983 — 1987
B.S., Math / Actuarial Science

Ed Jowdy Ed Jowdy Hartford, Connecticut Area Details
Ed Jowdy's Travelers Life & Annuity Experience August 2001 - May 2003
Job Accounting Operations Manager at Hunt Leibert
Industry Legal Services
Experience
Hunt Leibert   November 2008 - Present
MetLife  May 2003 - July 2008
Travelers Life & Annuity   August 2001 - May 2003
Mass Mutual  January 2000 - August 2001

Skills
Project Management, Leadership, Process Improvement, Strategic Planning, Training

Education
University of Nebraska-Lincoln   1985 — 1990
BS, Education

Deborah Prince Deborah Prince Hartford, Connecticut Area Details
Deborah Prince's Travelers Life & Annuity Experience July 1998 - July 2000
Job Actuary at Aetna
Industry Financial Services
Experience
Aetna  June 2010 - Present
Hartford Life  February 2008 - December 2009
Hartford Life  November 2003 - February 2008
The Phoenix Companies  June 2002 - April 2003
Travelers Life & Annuity   July 1998 - July 2000
Aetna  August 1980 - July 1998

Education
University of Pennsylvania - The Wharton School   1975 — 1979

Kathleen Bolduc Kathleen Bolduc Hartford, Connecticut Area Details
Kathleen Bolduc's Travelers Life & Annuity Experience 2000 - 2005
Job NonProfit Leadership
Industry Nonprofit Organization Management
Experience
Greater Hartford Arts Council  March 2009 - Present
The Travelers Companies, Inc.   September 2005 - February 2009
Travelers Life & Annuity   2000 - 2005

Education
Trinity College-Hartford   1987 — 1989
M.S., Economics

Marymount College, Tarrytown NY   1980 — 1984
B.S., Business

Olga Cruz Olga Cruz Greater New York City Area Details
Olga Cruz's Travelers Life & Annuity Experience April 2001 - February 2005
Job Executive Assistant at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  August 2009 - Present
AXA  February 2005 - May 2009
AXA  February 2005 - August 2006
Travelers Life & Annuity   April 2001 - February 2005
Prudential Investments  September 1989 - January 2001

Skills
Marketing, Insurance, Lotus Notes, Vendor Management, Internal Communications, Visio, Outlook, Relationship Management, Executive Management

Education
Rutgers, The State University of New Jersey-Newark   1991 — 1993
Business Administration

Berkeley College   1988 — 1989
Executive Secretarial Studies

Lillian Benesevich Lillian Benesevich Hartford, Connecticut Area Details
Lillian Benesevich's Travelers Life & Annuity Experience 1976 - 2005
Job Sr Business consultant at MetLife Financial Services
Industry Insurance
Experience
MetLife Financial Services  February 2005 - Present
Travelers Life & Annuity   1976 - 2005

Skills
Insurance, Requirements Analysis, Analysis, Business Analysis, Business Requirements, Management, SDLC, Enterprise Architecture, Leadership, Fixed Annuities, User Acceptance Testing, Vendor Management, Requirements Gathering, Agile Project Management, Business Process, Visio, Business Process..., Process Improvement, Risk Management

Education
Trinity College-Hartford   1974 — 1978
BA, Mathematics and Economics

The American College
CLU

Cate Sanders Cate Sanders Greater New York City Area Details
Cate Sanders's Travelers Life & Annuity Experience January 2002 - March 2005
Job VP, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  April 2011 - Present
The Sanders Group  July 2009 - September 2011
ADP Retirement Services  July 2009 - June 2010
AllianceBernstein  June 2007 - December 2008
AXA Distributors  March 2005 - June 2007
Travelers Life & Annuity   January 2002 - March 2005
Travelers Life & Annuity   January 2002 - January 2004
AXA Distributors  August 2000 - January 2002

Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities

Education
Salisbury University   1993 — 1997
Bachelor of Arts, History

Katie Gower Katie Gower Hartford, Connecticut Area Details
Katie Gower's Travelers Life & Annuity Experience January 2004 - July 2004
Job Financial Planning Assistant at Briggs Wealth Management LLC
Industry Financial Services
Experience
Briggs Wealth Management LLC   January 2014 - Present
D A David & Associates Inc   January 2013 - Present
Northwestern Mutual  May 2005 - November 2013
MKS Investment Management   July 2004 - May 2005
Travelers Life & Annuity   January 2004 - July 2004

Skills
Series 7, Finance, Investment Strategies, Financial Analysis

Education
The University of Connecticut   1999 — 2003
Finance, Business

Kevin Dalton, CIA Kevin Dalton, CIA Hartford, Connecticut Area Details
Kevin Dalton, CIA's Travelers Life & Annuity Experience 1995 - 1996
Job Manager, Corporate Compliance at Konica Minolta
Industry Information Technology and Services
Experience
Konica Minolta Business Solutions, USA  May 2008 - Present
ING  February 2005 - April 2008
Citigroup  1996 - 2005
Travelers Life & Annuity   1995 - 1996
Shawmut Bank (Bank of America)   1991 - 1995

Skills
Financial Risk, Fixed Income, Derivatives, Mutual Funds, Risk Management, Equities, Internal Audit, Insurance, Financial Reporting, Emergency Medical, SOX Compliancy, JSOX, Accounting, Financial Services, Financial Modeling, Portfolio Management, Corporate Finance, Finance, Bonds, Asset Management, Analysis, Sarbanes-Oxley, Fixed Annuities, Investment Management, Compliance, Operational Risk, IT Audit, J-SOX, Strategic Financial..., Series 7, Mergers & Acquisitions, Business Process..., Management, Securities, Bloomberg

Education
Rensselaer Polytechnic Institute at Hartford   1996 — 2000
MBA, Finance

Providence College   1987 — 1991
BS, Finance

Thomas Wichrowski Thomas Wichrowski Hartford, Connecticut Area Details
Thomas Wichrowski's Travelers Life & Annuity Experience December 2004 - April 2005
Job Business Analyst Specialist at Cigna HealthCare
Industry Information Technology and Services
Experience
Cigna HealthCare  August 2014 - Present
Cigna HealthCare  June 2014 - July 2014
United HealthCare  June 2010 - May 2014
Hartford Insurance Group  January 2006 - June 2010
United HealthCare  August 2005 - December 2005
St. Paul's Travelers   May 2005 - July 2005
Travelers Life & Annuity   December 2004 - April 2005
Connecticut Dept of Revenue Services   January 2003 - December 2004
AMES Department Stores  October 1995 - January 2003

Skills
Agile & Waterfall..., RSA Methodology, SQL, Oracle PL/SQL..., Visio, DB2, SQL Loader, ALM Defect Management, Microsoft Office, Toad, COBOL, Remedy Ticketing System, Linux, Solaris, Unix, XML, Life Insurance, Property & Casualty..., IBM AS/400, VAX

Education
New Horizons
Oracle Certified Professional DBA

University of Connecticut
B.S., Accounting

Thomas Maas Thomas Maas Hartford, Connecticut Area Details
Thomas Maas's Travelers Life & Annuity Experience 1997 - 2006
Job at Vertex Inc
Industry Insurance
Experience
Ebix Consulting   April 2011 - Present
The Life and Annuity Group   November 2007 - September 2010
MetLife  July 2005 - November 2007
Travelers Life & Annuity   1997 - 2006
MassMutual Financial Group  1996 - 1997
Connecticut Mutual Life Insurance  1983 - 1996
Connecticut Mutual  1982 - 1996

Education
University of Hartford   1973 — 1977
Bachelor of Music, Violin Performance

Bob Carbone Bob Carbone Hartford, Connecticut Area Details
Bob Carbone's Travelers Life & Annuity Experience 1984 - 2005
Job Director Trading & Clearing at The Hartford
Industry Insurance
Experience
The Hartford  April 2012 - Present
Hartford Life  March 2010 - April 2012
Travelers Insurance  May 2005 - February 2010
MassMutual Financial Group  2005 - 2006
CitiGroup/Travelers Life & Annuity   1995 - 2005
Travelers Life & Annuity   1984 - 2005

Skills
Pricing, Investments, Risk Management, Mutual Funds, Variable Annuities, General Ledger..., Financial Reporting, Separate Accounts, Financial Accounting, Process Improvement, Business Analysis, Series 6, Securities, Retirement, Financial Services, Management, Life Insurance, Finance, Strategic Financial..., Banking, Fixed Annuities, Financial Planning

Education
Tunxis Community College   1982 — 1984
Associate in Science Degree, Business Administration

Saint Bonaventure University   1980 — 1982
Business Management

David Lemanski David Lemanski Hartford, Connecticut Area Details
David Lemanski's Travelers Life & Annuity Experience 2001 - 2005
Job Director, New Business, Retirement Services, MassMutual
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
The Hartford  April 2005 - December 2012
Travelers Life & Annuity   2001 - 2005
People's Bank  1997 - 2001

Skills
Series 6, Mutual Funds, Insurance, Financial Services, Qualified Retirement..., Operations Management, Series 63, Process Improvement, Retirement

Education
The University of Connecticut School of Business   1993 — 1997
BS, Mgmt

Nirbhik Desai Nirbhik Desai Hartford, Connecticut Area Details
Nirbhik Desai's Travelers Life & Annuity Experience April 2011 - Present
Job Security Specialist DBA at Travelers Life & Annuity
Industry Computer Software
Experience
Travelers Life & Annuity   April 2011 - Present
Computer Sciences Corporation  September 2009 - December 2010
Aetna  June 2009 - August 2009
The Music People! Inc.   June 2008 - September 2008

Skills
Strategy, Navision, C/AL, Databases

Education
University of Hartford
Bachelor of Science, Computer Science

Laraine Jones Laraine Jones Hartford, Connecticut Area Details
Laraine Jones's Travelers Life & Annuity Experience December 1996 - July 1999
Job Independent Math Tutor
Industry Education Management
Experience
Independent Math Tutor   2014 - Present
Hartford Public Schools  July 2011 - August 2012
Hartford Public Schools  July 2005 - July 2012
Citigroup  July 1999 - June 2005
Travelers Life & Annuity   December 1996 - July 1999
Aetna  1990 - 1996

Skills
Public Speaking, Leadership Development, Teaching, Staff Development, Teacher Training, Curriculum Design, Data Analysis, Financial Analysis, Financial Reporting, Lesson Planning, Curriculum Development, Educational Assessment, Classroom, Educational Leadership

Education
New York University - Leonard N. Stern School of Business   1975 — 1977
MBA, Accounting

Syracuse University - Martin J. Whitman School of Management   1971 — 1975
BS, Finance

Eugene Jordan, CLU®, ChFC®, CFP® Eugene Jordan, CLU®, ChFC®, CFP® Buffalo/Niagara, New York Area Details
Eugene Jordan, CLU®, ChFC®, CFP®'s Travelers Life & Annuity Experience 1990 - 2005
Job Branch Manager at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  September 2013 - Present
E.P. Jordan & Associates, Inc   January 1990 - Present
Tower Square Securities, Inc.   January 1996 - August 2013
Travelers Life & Annuity   1990 - 2005

Skills
Securities, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Series 24, Series 53

Education
The American College   1986 — 1987
CLU, ChFC, Insurance & Financial Services

State University of New York at Buffalo - School of Management   1976 — 1978
BS, Management

SUNY College of Environmental Science & Forestry   1972 — 1974
A.A.S., Forestry Management & Surveying

Maria Carvalho Maria Carvalho Hartford, Connecticut Area Details
Maria Carvalho's Travelers Life & Annuity Experience July 1995 - July 2005
Job Author
Industry Writing and Editing
Experience
Author, Writer, Freelancer   January 2009 - Present
Metropolitan Life Insurance Company  August 2005 - March 2015
Travelers Life & Annuity   July 1995 - July 2005

Skills
Publishing, Insurance, Books, Life Insurance, SDLC, Fixed Annuities, Employee Benefits, Underwriting, Process Improvement, Business Analysis

Education
University of Connecticut   1986 — 1990
Bachelor's Degree, Business Administration

Will Moorcroft Will Moorcroft Hartford, Connecticut Area Details
Will Moorcroft's Travelers Life & Annuity Experience 2004 - 2005
Job AVP, Broker Dealer and Insurance Compliance
Industry Insurance
Experience
Phoenix Life Insurance Company  February 2014 - Present
Crossfit Playground   December 2009 - Present
Phoenix Life Insurance Company  September 2012 - February 2014
Hebron Board of Education   2009 - 2013
Lincoln Financial Group  2011 - 2012
Metropolitan Life Insurance Company  2008 - 2011
Member - Hebron Board of Selectmen   2008 - 2009
MetLife  2006 - 2008
Hebron Planning and Zoning Commision   2004 - 2008
Travelers Life & Annuity   2004 - 2005

Skills
Retirement, Series 7, Financial Services, Fixed Annuities, Series 63, Securities, Insurance, Regulatory Affairs, Mutual Funds, FINRA, Series 24, Investments, Retirement Planning

Education
Richmond, The American International University in London

University of California, Santa Cruz

University of Vermont
BA

Rich Goodwin Rich Goodwin Hartford, Connecticut Area Details
Rich Goodwin's Travelers Life & Annuity Experience September 1995 - March 2003
Job Senior Marketing Director Key Accounts, Life Insurance Division at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  March 2014 - Present
Prudential Financial  January 2013 - March 2014
The Hartford  March 2003 - January 2013
Travelers Life & Annuity   September 1995 - March 2003

Skills
Relationship Management, Life Insurance, Series 6, Series 63, Sales & Marketing, Financial Services, Customer Service, Strategic Marketing, Product Training, Financial Institutions, Wirehouse, Advanced Sales, Channel Development, Webinars

Education
Saint Michael's College   1988 — 1992
BS, business administration; marketing

Lucy Lindo-Mann Lucy Lindo-Mann Providence, Rhode Island Area Details
Lucy Lindo-Mann's Travelers Life & Annuity Experience 1995 - 1996
Job Livesource Operator at Verizon
Industry Telecommunications
Experience
Verizon  March 1997 - January 2013
Manpower  January 1996 - March 1997
Travelers Life & Annuity   1995 - 1996
Chadwicks of Boston  1993 - 1995

Skills
Customer Service, Customer Satisfaction, Management, Team Building, Strategic Planning

Education
Roger Williams University
networking

Michael Tunney Michael Tunney Wilmington, North Carolina Area Details
Michael Tunney's Travelers Life & Annuity Experience 2004 - 2005
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  November 2013 - Present
Edward Jones  March 2013 - October 2013
Genworth Financial  2011 - 2012
David Lerner Associates, inc.   2010 - 2011
MetLife  2005 - 2010
Travelers Life & Annuity   2004 - 2005
Smith Barney  2000 - 2004
Smith Barney  1998 - 2000

Skills
Fixed Annuities, Mutual Funds, Series 63, Series 7, Retirement, Variable Annuities, Investments, Long-term Care, 401k, IRAs, Life Insurance, Insurance, Financial Services

Education
State University of New York College at Plattsburgh   1992 — 1996

St Anthonys   1988 — 1992

Christopher Maarberg Christopher Maarberg Greater New York City Area Details
Christopher Maarberg's Travelers Life & Annuity Experience 2004 - 2005
Job Manager at MetLife
Industry Investment Management
Experience
MetLife  2004 - Present
Travelers Life & Annuity   2004 - 2005
Prudential Financial  August 2000 - September 2003

Skills
COLI, BOLI, Life Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 24, Series 53, Mutual Funds, Securities, Corporate Owned Life..., Stable Value, High Net Worth Insurance

Education
The College of New Jersey   1993 — 1997
BS, Management

Christine Morrone Christine Morrone Hartford, Connecticut Area Details
Christine Morrone's Travelers Life & Annuity Experience May 1987 - January 2007
Job Aetna I.T Delivery Environments
Industry Information Technology and Services
Experience
Aetna  September 2008 - Present
United Health Group  March 2007 - August 2008
MetLife  July 2005 - January 2007
Travelers Life & Annuity   May 1987 - January 2007
Travelers Life & Annuity   2000 - July 2005

Skills
JCL, COBOL, Endevor, SDLC, Mainframe, Testing, Lotus Notes, SQL, Analysis, Problem Solving, Outlook, Excel, DB2, CICS, Word, TSO, PowerPoint, Fileaid, SPUFI, QMF, Windows, Access, Application Development, DB2/SQL, Microsoft Office, Documentation, Requirements Gathering, Software Documentation, Visio, Endeavor, Quality Assurance

Education
Southern Connecticut State University   1985 — 1987
B.S, Computer Science Minor Business Economics

Quinnipiac University   1982 — 1984
Computer Science

Bill Keelan Bill Keelan Greater Philadelphia Area Details
Bill Keelan's Travelers Life & Annuity Experience 1987 - 1990
Job Client Solutions Group at Delaware Investments
Industry Investment Management
Experience
Delaware Investments  2011 - Present
Delaware Investments, a member of the Macquarie Group  2001 - 2010
Keelan Associates   1997 - 2001
Provident Investment Counsel  1994 - 1997
Wilshire Associates  1990 - 1994
Travelers Life & Annuity   1987 - 1990

Skills
Fixed Income, Investments, LDI, Portfolio Optimization, Asset Allocation, Visual Basic, Equities, Hedge Funds, Asset Management, Monte Carlo Simulation, Software Development

Education
Pennsylvania State University   1985 — 1987
BA, Math

Providence College   1981 — 1985
MA, Math/Computer Science

Ann Bloniarz Ann Bloniarz Hartford, Connecticut Area Details
Ann Bloniarz's Travelers Life & Annuity Experience July 1987 - January 1988
Job QA & Testing Senior Specialist at CIGNA
Industry Insurance
Experience
CIGNA  January 2012 - Present
Aspen Re  July 2008 - December 2011
CIGNA  October 1991 - October 1996
CIGNA  August 1988 - October 1991
Travelers Life & Annuity   July 1987 - January 1988

Skills
Insurance, Underwriting, Software Documentation, Quality Assurance, Health Insurance, Brokers, Management

Education
The University of Connecticut   1983 — 1988
BS, Management Information Systems

Andrea Cordani Andrea Cordani Hartford, Connecticut Area Details
Andrea Cordani's Travelers Life & Annuity Experience April 2002 - August 2005
Job Head of Retirement Solutions Assumption Setting at Voya Financial
Industry Insurance
Experience
Voya Financial  June 2014 - Present
ING  August 2005 - June 2014
Travelers Life & Annuity   April 2002 - August 2005
ING ReliaStar  July 2001 - April 2002
Farmington High School  July 1999 - June 2001

Skills
Actuarial, Annuity, Retirement, Insurance, Actuarial Science, Pricing, Fixed Annuities

Education
The University of Connecticut   1994 — 1999
BS and MA, Mathematics Education

Stephen Turer FSA, MAAA Stephen Turer FSA, MAAA Hartford, Connecticut Area Details
Stephen Turer FSA, MAAA's Travelers Life & Annuity Experience June 1997 - April 2005
Job Vice President at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  April 2005 - Present
Travelers Life & Annuity   June 1997 - April 2005

Skills
Actuarial Science, Fixed Annuities, Variable Annuities, ALM, Economic Capital, Life Insurance, Insurance, Pricing, Risk Management, Reinsurance

Education
Penn State University   1993 — 1997
Bachelor's degree, Actuarial Science

Cherry hill east high school   1990 — 1993

Richard Van Steenbergen Richard Van Steenbergen Hartford, Connecticut Area Details
Richard Van Steenbergen's Travelers Life & Annuity Experience 2003 - 2005
Job Executive Vice President, Head of Production Debt and Equity at Hartford Investment Management
Industry Real Estate
Experience
Hartford Investment Management  2005 - Present
Travelers Life & Annuity   2003 - 2005
Aetna  1994 - 2003

Education
The University of Connecticut School of Business   1988 — 1990
Master of Business Administration (M.B.A.), Finance/Real Estate

The University of Connecticut   1983 — 1987
Bachelor of Engineering (BEng), Electrical and Electronics Engineering

Jonathan Heldmann Jonathan Heldmann Hartford, Connecticut Details
Jonathan Heldmann's Travelers Life & Annuity Experience June 2003 - August 2005
Job Associate Actuary at Prudential Financial
Industry Insurance
Experience
Prudential Financial  September 2014 - Present
The Hartford  November 2012 - September 2014
Ernst & Young  August 2006 - November 2012
Travelers Life & Annuity   June 2003 - August 2005

Education
The University of Connecticut   2002 — 2006
Bachelor of Arts (B.A.), Actuarial Science

J. Richard Ladouceur J. Richard Ladouceur Wethersfield, Connecticut Details
J. Richard Ladouceur's Travelers Life & Annuity Experience August 2002 - June 2005
Job Director, Operation & Technology IPS
Industry Mental Health Care
Experience
Integrated Psychiatric Services (IPS)   July 2013 - Present
Citigroup, Inc.   July 2006 - October 2013
Siemens Management Consulting  July 2005 - July 2006
Travelers Life & Annuity   August 2002 - June 2005
Salomon Smith Barney  November 2000 - August 2002
Automatic Data Process Brokerage Information Services   April 1998 - November 2000
Banfi Vintners  October 1996 - April 1998
Maritime Overseas Corporation   June 1994 - October 1996
National Basketball Association  January 1993 - June 1994
Manpower Professional  June 1992 - June 1994

Skills
COBIT, ITIL, Information Security..., Project Management, Enterprise Architecture, Active Directory..., IT Service Management, Strategic Sourcing, Enterprise IT..., COB, Windows Server, Server Administration, Novell Netware, Network Security, VMware ESX, VDI, SOX Compliancy, Help Desk Implementation, System Analysis Design, B2B2C, IT Audit, Capacity Planning, Capacity Management, VMware Infrastructure

Education
Quinnipiac University - School of Business   2012 — 2014
Masters of Science Information Technology

University of Phoenix   2010 — 2012
Bachelor of science Information Technology, Networking, Telecommunication & Security

SCS Business & Technical Institutes   1992 — 1993
Technical, Computer Operation Specialist

Glen Bolduc Glen Bolduc Woolwich, Maine Details
Glen Bolduc's Travelers Life & Annuity Experience January 2003 - December 2003
Job Nutritional CoachinTraining
Industry Health, Wellness and Fitness
Experience
MetLife  January 2004 - December 2013
Travelers Life & Annuity   January 2003 - December 2003
Travelers Life & Annuity   January 1999 - December 2002

Skills
Sales, Sales Management, Life Insurance, Insurance, Fixed Annuities, Underwriting, Investments, Relationship Management, Long-term Care, Disability Insurance, Series 6, Series 63, Management, Retirement, Retirement Planning, Mutual Funds

Education
University of Connecticut   1986 — 1991
Bachelor of Science (BS), Mechanical Engineering

Bill Piel, CFA Bill Piel, CFA Grafton, Massachusetts Details
Bill Piel, CFA's Travelers Life & Annuity Experience June 2003 - May 2005
Job Vice President at Opus Investment Management
Industry Investment Management
Experience
Opus Investment Management  September 2007 - Present
Genworth  June 2005 - September 2007
Travelers Life & Annuity   June 2003 - May 2005

Skills
Fixed Income, Investments, Portfolio Management, Bloomberg, Investment Management, Hedging, Trading, Derivatives, Asset Allocation, Insurance, Bonds

Education
University of Connecticut   1999 — 2003
Bachelor's degree, Actuarial Science

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