Aetna Life Insurance and Annuity Company
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Aetna Life Insurance and Annuity Company Employees
Allstate Benefits March 2012 - January 2014
Allstate Insurance Company May 2011 - March 2012
U.S. Wealth Management December 2009 - May 2011
TD Bank January 2008 - July 2009
Nationwide Financial 1998 - 2005
Aetna Life Insurance and Annuity Company 1996 - 1998
CIGNA Individual Financial Services 1986 - 1987
Education
United States Military Academy at West Point 1968 — 1972
B.S., Engineering
Miramonte High School 1965 — 1968
Jerry Oliano, LLC January 2005 - Present
Advest, Inc. November 1997 - May 2003
Aetna Financial Services December 1996 - November 1997
Aetna Financial Services December 1995 - December 1996
Aetna Life Insurance and Annuity Company June 1992 - December 1995
Skills
Retirement Planning, Fixed Annuities, Retirement, Investments, Insurance, Financial Services, IRAs, Marketing
Education
Central Connecticut State University 1988 — 1992
Bachelor of Science (B.S.), Marketing
Robeco Investment Management January 2000 - Present
Numeric Investors 1998 - 2000
Wessels, Arnold and Henderson 1996 - 1998
Numeric Investors 1993 - 1996
The Boston Company 1992 - 1993
Aetna Life Insurance and Annuity Company 1990 - 1992
Education
Penn State University 1983 — 1987
BS, Finance and Economics
Voya Financial July 2013 - Present
ING July 2010 - July 2013
ING January 2006 - June 2010
ING January 1999 - December 2005
Aetna Financial Services January 1997 - December 1998
Aetna Financial Services May 1993 - December 1996
Aetna Life Insurance and Annuity Company March 1992 - May 1993
Western Auto Supply Company August 1989 - March 1992
Education
University of Kansas 1986 — 1989
BGS, Personnel Administration
Blue Valley High School 1980 — 1984
AAA Insurance January 2010 - Present
AAA Insurance March 2004 - December 2009
American Family Insurance July 2003 - March 2004
QUEEN OF THE HOLY ROSARY SCHOOL August 2001 - July 2003
LOUISBURG HIGH SCHOOL August 1999 - May 2001
AETNA LIFE INSURANCE AND ANNUITY COMPANY May 1988 - November 1991
JAMES D. CONRAD, INC. INSURANCE AGENCY February 1982 - March 1987
Education
Johnson County Community College
Associate of Arts, General Studies
The University of Kansas 1977 — 1978
Bishop Miege High School 1973 — 1977
Geneva Advisors October 2013 - Present
Benefit Services Group, Inc. September 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2003 - November 2011
Scudder Distributors, Inc. 2000 - 2002
Kemper Funds 1998 - 2000
Kemper Funds 1991 - 1998
Aetna Life Insurance and Annuity Company 1987 - 1993
Skills
Retirement Planning, Asset Allocation, Financial Services, 401k, Separately Managed..., Retirement Plan..., Mutual Funds, Investment Advisory, Variable Annuities, Defined Benefit, Financial Advisory, FINRA, Asset Management, Investment Strategies, Investment Management, Profit Sharing, ETFs, Qualified Retirement..., ERISA, IRAs, Employee Benefits, Long-term Care, Estate Planning, Financial Planners, Wealth
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters of Management, Marketing & Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Biochemisty
Aetna August 2010 - Present
ING Investment Management January 2007 - August 2010
ING Investment Management January 2003 - December 2006
Aeltus Investment Management August 1997 - October 2001
Aetna Life Insurance and Annuity Company May 1995 - July 1997
Advest, Inc. June 1991 - April 1995
Skills
Marketing, Investments, Equities, Alternative Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Allocation, Competitive Intelligence, Series 7, Asset Management, Risk Management, Securities, Competitive Analysis, Hedge Funds, Investment Management, Pensions, Investment Strategies, Analysis, Fixed Income, Capital Markets, Retirement, Relationship Management, Derivatives
Education
Bentley University 1988 — 1991
Bachelor of Science, Finance
Glastonbury High School 1984 — 1987
Adams Samartino & Co.. Certified Public Accounts November 2014 - Present
ExternshipUniversity of Connecticut (UCONN) Health Center May 2011 - August 2011
Aetna Life Insurance and Annuity Company January 1994 - January 2000
Aetna Life Insurance & Annuity Company January 1993 - January 1994
Education
Tunxis Community College 2010 — 2011
Medical Assisting Certificate, Allied Health
Central Connecticut State University 1990 — 1992
Bachelor of Science Degree, Marketing
The University of Connecticut 1988 — 1990
N/A, Marketing
Private Investing November 2010 - Present
MUR Medical Equipment Services, Inc. February 2003 - June 2009
Pinnacle Investment Management, Inc. November 2007 - February 2009
ING Investment Management 1999 - 2002
Aeltus Investment Management 1996 - 1998
Aeltus Investment Management/Aetna Life Insurance and Annuity Company 1986 - 1995
Aetna Life Insurance and Annuity Company 1983 - 1986
Aetna Life Insurance and Annuity Company 1981 - 1983
Skills
Asset Management, Investment Management, Investments, Equities, Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Financial Markets, Bloomberg, Derivatives, Bonds, Options, Securities
Education
College for Financial Planning 2010 — 2012
Financial Planning
University of Hartford
BS, Economics and Finance
The Ethel Walker School March 2014 - Present
The Ethel Walker School October 2013 - March 2014
MassMutual Financial Group January 2013 - September 2013
The Hartford February 2010 - December 2012
The Hartford June 2008 - February 2010
The Hartford March 2006 - June 2008
The Hartford September 2004 - March 2006
The Hartford June 2001 - September 2004
The Hartford August 1998 - June 2001
Aetna Life Insurance and Annuity Company May 1997 - August 1998
Skills
Strategic Thinking, Writing, Marketing Communications, Key Messages, Interview Prep, Voice Over, On-camera, Narration, Acting, Commercials, Creative Writing, Creative Problem Solving, Team Leadership, Copywriting, Public Relations, Value Proposition..., Messaging, Employee Engagement, Newsletters, Value Propositions, Financial Services, Leadership, Strategic Planning, Corporate Communications, Social Media Marketing, Advertising, Change Management, Integrated Marketing, Management, Press Releases, Media Relations, Event Planning, Relationship Management, Leadership Development, Fundraising, Strategic Communications, Internal Communications, Event Management, Content Development, Community Outreach, Interviews, Marketing Strategy, Editing, Team Building, Crisis Communications, Non-profits, Public Speaking, Marketing, Program Management, Strategy
Education
The University of Connecticut 1988 — 1993
Bachelor of Arts, Sociology
HFM Wealth Management February 2002 - Present
Frontline Capital Management February 2000 - February 2002
Aeltus Investment Management February 1997 - February 2000
Aetna Life Insurance and Annuity Company January 1993 - February 1997
Skills
Securities, Fixed Income, Equities, Hedge Funds, Mutual Funds, Back Office, Middle Office, Derivatives, Client Service, Trader, Cash Management, Advent Axys, Bloomberg
Education
Tunxis Community College
A.S., Business Administration
Quinnipiac University