Merrill Lynch Insurance Group
Industry: Insurance company
DescriptionParent organizations: Merrill Lynch International, Merrill Lynch Group Inc Subsidiaries: ROSZEL ADVISORS LLC, Merrill Lynch Insurance Group Services, Inc
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Merrill Lynch Insurance Group Employees
Employee
Years
Job
Industry
Alicia S. Barkley Alicia S. Barkley's Merrill Lynch Insurance Group Experience September 2006 - March 2008
Job Reporting & Analytics Analyst at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs September 2014 - Present
Transamerica June 2008 - July 2014
Merrill Lynch Insurance Group September 2006 - March 2008
PFPC May 2000 - May 2003
Skills
Strategic Financial..., Financial Analysis, Fund Accounting, Financial Reporting, Financial Modeling, Bloomberg, Operations Management, System Administration, SQL, Account Reconciliation, Financial Forecasting, Statutory Accounting, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Finance, Asset Management, Fixed Income, Financial Planning
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Management, General
Atlantic Union College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Van Eck Global Market Vectors ETFs September 2014 - Present
Transamerica June 2008 - July 2014
Merrill Lynch Insurance Group September 2006 - March 2008
PFPC May 2000 - May 2003
Skills
Strategic Financial..., Financial Analysis, Fund Accounting, Financial Reporting, Financial Modeling, Bloomberg, Operations Management, System Administration, SQL, Account Reconciliation, Financial Forecasting, Statutory Accounting, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Finance, Asset Management, Fixed Income, Financial Planning
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Management, General
Atlantic Union College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Tracey Chipego Tracey Chipego's Merrill Lynch Insurance Group Experience September 1996 - March 1999
Job Product Manager at Princeton Financial Systems
Industry Computer Software
Experience
State Street Global Exchange 2003 - Present
Princeton Financial Systems June 2000 - August 2003
The Bank of New York March 1999 - June 2000
Merrill Lynch Insurance Group September 1996 - March 1999
Skills
Accounting, Business Analysis, Investments, Fixed Income, Derivatives, Product Management, Insurance, Financial Analysis, Securities, Software Project..., Equities, Business Intelligence, Analysis, Requirements Analysis, Back Office, Requirements Gathering, Project Management, Financial Reporting, Software Implementation, PAM for Securities, Bloomberg, Market Data
Education
Georgian Court University 1999 — 2001
MBA, Accounting
Fairfield University 1992 — 1996
BS, Accounting
State Street Global Exchange 2003 - Present
Princeton Financial Systems June 2000 - August 2003
The Bank of New York March 1999 - June 2000
Merrill Lynch Insurance Group September 1996 - March 1999
Skills
Accounting, Business Analysis, Investments, Fixed Income, Derivatives, Product Management, Insurance, Financial Analysis, Securities, Software Project..., Equities, Business Intelligence, Analysis, Requirements Analysis, Back Office, Requirements Gathering, Project Management, Financial Reporting, Software Implementation, PAM for Securities, Bloomberg, Market Data
Education
Georgian Court University 1999 — 2001
MBA, Accounting
Fairfield University 1992 — 1996
BS, Accounting
Sheri Despointes Sheri Despointes's Merrill Lynch Insurance Group Experience July 2003 - April 2006
Job Paralegal
Industry Legal Services
Experience
AllianceCare November 2010 - April 2011
SBA NETWORK SERVICES, INC July 2006 - March 2010
Campus Management Corp 2010 - 2010
MERRILL LYNCH INSURANCE GROUP July 2003 - April 2006
SUNGARD RECOVERY SERVICES LLC May 2003 - July 2003
Bristol-Myers Squibb June 2001 - April 2002
Skills
Legal Research, Legal Writing, Due Diligence, Legal Assistance, Corporate Law, Legal Documents, Real Estate, Licensing, Risk Management, Contract Negotiation, Document Review, Mergers, Intellectual Property, Negotiation, Mediation, Civil Litigation, Oral Arguments
Education
Hofstra University
Bachelor of Business Administration, Marketing
Villanova University
Paralegal Certificate, Paralegal Education
AllianceCare November 2010 - April 2011
SBA NETWORK SERVICES, INC July 2006 - March 2010
Campus Management Corp 2010 - 2010
MERRILL LYNCH INSURANCE GROUP July 2003 - April 2006
SUNGARD RECOVERY SERVICES LLC May 2003 - July 2003
Bristol-Myers Squibb June 2001 - April 2002
Skills
Legal Research, Legal Writing, Due Diligence, Legal Assistance, Corporate Law, Legal Documents, Real Estate, Licensing, Risk Management, Contract Negotiation, Document Review, Mergers, Intellectual Property, Negotiation, Mediation, Civil Litigation, Oral Arguments
Education
Hofstra University
Bachelor of Business Administration, Marketing
Villanova University
Paralegal Certificate, Paralegal Education
Carrie McKay-Vallone Carrie McKay-Vallone's Merrill Lynch Insurance Group Experience 1994 - 1997
Job Vice President Channel Integration Manager
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch 2004 - July 2015
Merrill Lynch Insurance Group 1994 - 1997
MassMutual Financial Group 1992 - 1994
Skills
Series 7, Investments, Project Management, Strategic Financial..., Relationship Management, Process Improvement, Business Relationship..., Retirement, Insurance, Change Management, Salesforce.com, Financial Modeling
Education
North Adams State
Sawyer School
Business Administration and Management, General
Merrill Lynch July 2015 - Present
Merrill Lynch 2004 - July 2015
Merrill Lynch Insurance Group 1994 - 1997
MassMutual Financial Group 1992 - 1994
Skills
Series 7, Investments, Project Management, Strategic Financial..., Relationship Management, Process Improvement, Business Relationship..., Retirement, Insurance, Change Management, Salesforce.com, Financial Modeling
Education
North Adams State
Sawyer School
Business Administration and Management, General
Van Nguyen, CISA, CRISC Van Nguyen, CISA, CRISC's Merrill Lynch Insurance Group Experience November 1997 - October 2000
Job Senior IT Risk Assurance at RBS Citizens Group
Industry Banking
Experience
RBS Citizens Group December 2011 - Present
Commerce Insurance October 2008 - January 2012
federal reserve bank of boston October 2000 - October 2008
VERNON SOFTWARE, Inc May 1999 - October 2008
MERRILL LYNCH INSURANCE GROUP. November 1997 - October 2000
UNITED HEALTHCARE ADMINISTRATORS, Inc. October 1994 - November 1997
AQUIDNECK MANAGEMENT ASSOCIATES, LTD February 1991 - October 1994
Skills
IT Audit, CISA, Information Technology, Information Security..., CISSP, Information Security, Vulnerability Assessment, SAS70, ISO 27001, Networking, Enterprise Risk..., Security, Business Continuity, CISM, Disaster Recovery, Risk Management
Education
Central Connecticut State University 1989 — 1992
BS in Science, Management Information System
RBS Citizens Group December 2011 - Present
Commerce Insurance October 2008 - January 2012
federal reserve bank of boston October 2000 - October 2008
VERNON SOFTWARE, Inc May 1999 - October 2008
MERRILL LYNCH INSURANCE GROUP. November 1997 - October 2000
UNITED HEALTHCARE ADMINISTRATORS, Inc. October 1994 - November 1997
AQUIDNECK MANAGEMENT ASSOCIATES, LTD February 1991 - October 1994
Skills
IT Audit, CISA, Information Technology, Information Security..., CISSP, Information Security, Vulnerability Assessment, SAS70, ISO 27001, Networking, Enterprise Risk..., Security, Business Continuity, CISM, Disaster Recovery, Risk Management
Education
Central Connecticut State University 1989 — 1992
BS in Science, Management Information System
Bill Dixon, CLU,ChFC Bill Dixon, CLU,ChFC's Merrill Lynch Insurance Group Experience January 2002 - December 2009
Job HNW Insurance Specialist at Fifth Third Bank
Industry Insurance
Experience
Wells Fargo Advisors September 2010 - January 2014
Mercury Financial January 2010 - September 2010
Merrill Lynch Insurance Group January 2002 - December 2009
First Union Bank March 2000 - January 2002
BB&T Insurance Services Inc. March 1995 - March 2000
Jefferson Pilot Life Insurance Company January 1990 - March 1995
Skills
Estate Planning, Insurance, Financial Planners, Wealth, Banking, Small Business, Wealth Management...
Education
State University of New York College at Buffalo
BS, Business Administration
The American College
CLU,ChFC
Wells Fargo Advisors September 2010 - January 2014
Mercury Financial January 2010 - September 2010
Merrill Lynch Insurance Group January 2002 - December 2009
First Union Bank March 2000 - January 2002
BB&T Insurance Services Inc. March 1995 - March 2000
Jefferson Pilot Life Insurance Company January 1990 - March 1995
Skills
Estate Planning, Insurance, Financial Planners, Wealth, Banking, Small Business, Wealth Management...
Education
State University of New York College at Buffalo
BS, Business Administration
The American College
CLU,ChFC
Richard Weber Richard Weber's Merrill Lynch Insurance Group Experience October 1993 - December 1995
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
The Ethical Edge, Inc. September 1992 - Present
Society of Financial Service Professionals 1974 - Present
Merrill Lynch Insurance Group October 1993 - December 1995
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Risk Management, Investments, Wealth Management, Strategic Financial..., IRAs, Financial Services, Financial Advisory, Wealth, Estate Planning, Insurance, Due Diligence, Retirement, Financial Analysis, 401k, Tax, Employee Benefits, Financial Planners, Mutual Funds, Pensions, Universal Life, Long-term Care, Investment Advisory, Series 6, Series 7, Long Term Care Insurance, Investment Strategies, Disability Insurance, 401k Rollovers, Roth IRA, Term Life Insurance, Asset Allocation, Investment Management, Asset Management, Whole Life, Certified Financial..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Series 63, High Net Worth..., Personal Financial..., Qualified Retirement..., Variable Annuities, FINRA, Personal Finance, Estate Tax Planning, ETFs
Education
University of California, Berkeley, Haas School of Business 1968 — 1969
MBA, Finance and Insurance
The Ethical Edge, Inc. September 1992 - Present
Society of Financial Service Professionals 1974 - Present
Merrill Lynch Insurance Group October 1993 - December 1995
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Risk Management, Investments, Wealth Management, Strategic Financial..., IRAs, Financial Services, Financial Advisory, Wealth, Estate Planning, Insurance, Due Diligence, Retirement, Financial Analysis, 401k, Tax, Employee Benefits, Financial Planners, Mutual Funds, Pensions, Universal Life, Long-term Care, Investment Advisory, Series 6, Series 7, Long Term Care Insurance, Investment Strategies, Disability Insurance, 401k Rollovers, Roth IRA, Term Life Insurance, Asset Allocation, Investment Management, Asset Management, Whole Life, Certified Financial..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Series 63, High Net Worth..., Personal Financial..., Qualified Retirement..., Variable Annuities, FINRA, Personal Finance, Estate Tax Planning, ETFs
Education
University of California, Berkeley, Haas School of Business 1968 — 1969
MBA, Finance and Insurance
Stephanie Acker's Merrill Lynch Insurance Group Experience 2002 - 2006
Job AVP, Global Brand Strategy & Advocacy
Industry Financial Services
Experience
Manulife March 2015 - Present
Manulife Financial January 2014 - March 2015
Manulife Financial January 2011 - December 2013
Manulife Financial April 2012 - April 2013
Manulife Financial Singapore January 2011 - April 2012
John Hancock October 2006 - December 2010
Merrill Lynch Insurance Group 2002 - 2006
Baymeadows Golf Club 1999 - 2002
HQ Global Workplaces 1997 - 1999
Skills
Marketing, Public Speaking, Management, Retirement, Retirement Planning, Client experience..., Service Delivery, Relationship Management, Leadership, Asset Allocation, Life Insurance, Series 7, Series 6, Fixed Annuities, Mutual Funds, Securities, Series 63, Program Management
Education
University of North Florida - College of Business Administration 2000 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Florida Community College at Jacksonville 1998 — 2000
Associate of Arts (AA)
Manulife March 2015 - Present
Manulife Financial January 2014 - March 2015
Manulife Financial January 2011 - December 2013
Manulife Financial April 2012 - April 2013
Manulife Financial Singapore January 2011 - April 2012
John Hancock October 2006 - December 2010
Merrill Lynch Insurance Group 2002 - 2006
Baymeadows Golf Club 1999 - 2002
HQ Global Workplaces 1997 - 1999
Skills
Marketing, Public Speaking, Management, Retirement, Retirement Planning, Client experience..., Service Delivery, Relationship Management, Leadership, Asset Allocation, Life Insurance, Series 7, Series 6, Fixed Annuities, Mutual Funds, Securities, Series 63, Program Management
Education
University of North Florida - College of Business Administration 2000 — 2002
Bachelor of Business Administration (B.B.A.), International Business
Florida Community College at Jacksonville 1998 — 2000
Associate of Arts (AA)
Cathy LaBrie Cathy LaBrie's Merrill Lynch Insurance Group Experience May 1993 - January 2002
Job Program Manager at Pearson North America
Industry Education Management
Experience
Pearson North America April 2014 - Present
Pearson North America June 2011 - April 2014
Mass Mutual Financial Group May 2010 - August 2011
Mass Mutual Financial Group January 2007 - October 2009
Hanover Insurance January 2004 - December 2006
Merrill Lynch Insurance Group May 1993 - January 2002
Spalding Sporting Goods 1985 - 1994
Skills
Process Engineering, Cross-functional Team..., SDLC, Business Process..., Business Requirements, Software Project..., Requirements Gathering, Resource Management, Leadership, Software Documentation, MS Project, Management, Project Management, Process Improvement, Testing, Change Management, Continuous Improvement, Business Analysis, PMO, Project Portfolio..., PMP, Vendor Management, Business Process, Program Management, IT Strategy
Education
Mount Holyoke College
BA, Mathematics, Psychology
Pearson North America April 2014 - Present
Pearson North America June 2011 - April 2014
Mass Mutual Financial Group May 2010 - August 2011
Mass Mutual Financial Group January 2007 - October 2009
Hanover Insurance January 2004 - December 2006
Merrill Lynch Insurance Group May 1993 - January 2002
Spalding Sporting Goods 1985 - 1994
Skills
Process Engineering, Cross-functional Team..., SDLC, Business Process..., Business Requirements, Software Project..., Requirements Gathering, Resource Management, Leadership, Software Documentation, MS Project, Management, Project Management, Process Improvement, Testing, Change Management, Continuous Improvement, Business Analysis, PMO, Project Portfolio..., PMP, Vendor Management, Business Process, Program Management, IT Strategy
Education
Mount Holyoke College
BA, Mathematics, Psychology
Jennifer Marshall-Nealy's Merrill Lynch Insurance Group Experience August 1998 - July 2003
Job Independent Agent at Aflac
Industry Public Relations and Communications
Experience
Aflac November 2013 - Present
Bloomfield, Connecticut January 2013 - Present
Bloomfield Public Schools June 2005 - June 2010
Bloomfield Public Schools June 2005 - June 2010
Big Picture Learning 2004 - 2010
Merrill Lynch Insurance Group August 1998 - July 2003
Brokerage General Agency April 1983 - June 1998
Skills
Estate Planning, Training, Mergers, Public Speaking, Strategic Planning, Microsoft Excel, Team Building, Recruiting, Human Resources, Marketing, Coaching, Community Outreach, Research, Mergers & Acquisitions, Sales, Interviews, Microsoft Word, Leadership Development, Nonprofits, Insurance, Event Planning, Social Networking
Education
June 2005 St. Joseph's College 1986 — 1987
Hartford graduate Center
Cetified, Computer Programming, Specific Applications
Delaware State University 1977 — 1981
Physical Education Teaching and Coaching
Delaware State College 1977 — 1980
Physical Education Teaching and Coaching
Hartford Public High School 1973 — 1977
Diploma
Trinity College-Hartford
Certification, Sport and Fitness Administration/Management
Aflac November 2013 - Present
Bloomfield, Connecticut January 2013 - Present
Bloomfield Public Schools June 2005 - June 2010
Bloomfield Public Schools June 2005 - June 2010
Big Picture Learning 2004 - 2010
Merrill Lynch Insurance Group August 1998 - July 2003
Brokerage General Agency April 1983 - June 1998
Skills
Estate Planning, Training, Mergers, Public Speaking, Strategic Planning, Microsoft Excel, Team Building, Recruiting, Human Resources, Marketing, Coaching, Community Outreach, Research, Mergers & Acquisitions, Sales, Interviews, Microsoft Word, Leadership Development, Nonprofits, Insurance, Event Planning, Social Networking
Education
June 2005 St. Joseph's College 1986 — 1987
Hartford graduate Center
Cetified, Computer Programming, Specific Applications
Delaware State University 1977 — 1981
Physical Education Teaching and Coaching
Delaware State College 1977 — 1980
Physical Education Teaching and Coaching
Hartford Public High School 1973 — 1977
Diploma
Trinity College-Hartford
Certification, Sport and Fitness Administration/Management
John Rushmore John Rushmore's Merrill Lynch Insurance Group Experience 1987 - 1999
Job Investments| Accounting| Operations| Financial Services| Banking| Insurance| Senior Accountant/Controller| Open to Relo
Industry Investment Management
Experience
Tower Group Companies September 2012 - Present
ODYSSEY REINSURANCE HOLDINGS 2011 - 2012
Bank of New York Mellon October 1999 - November 2010
Merrill Lynch Insurance Group 1987 - 1999
Skills
Account Management, Financial Risk, Financial Analysis, Reinsurance, Risk Management, Investment Accounting, SEC filings, US GAAP reporting, Regulatory Compliance, Financial Audits, Revenue Enhancement, Cost Savings Strategies, Streamlining Work..., Financial Accounting, Investment Software..., PAM for Securities, GL system SAP, Oracle General Ledger, Accounting, GAAP, Account Reconciliation, Budgets, Internal Audit
Education
State University of New York College at Old Westbury 1976 — 1979
BS, Accounting
Tower Group Companies September 2012 - Present
ODYSSEY REINSURANCE HOLDINGS 2011 - 2012
Bank of New York Mellon October 1999 - November 2010
Merrill Lynch Insurance Group 1987 - 1999
Skills
Account Management, Financial Risk, Financial Analysis, Reinsurance, Risk Management, Investment Accounting, SEC filings, US GAAP reporting, Regulatory Compliance, Financial Audits, Revenue Enhancement, Cost Savings Strategies, Streamlining Work..., Financial Accounting, Investment Software..., PAM for Securities, GL system SAP, Oracle General Ledger, Accounting, GAAP, Account Reconciliation, Budgets, Internal Audit
Education
State University of New York College at Old Westbury 1976 — 1979
BS, Accounting
Barry Skolnick Barry Skolnick's Merrill Lynch Insurance Group Experience 1989 - 2008
Job Partner at Mitchell Williams
Industry Law Practice
Experience
Mitchell Williams PLLC 2008 - Present
Merrill Lynch Insurance Group 1989 - 2008
Merrill Lynch, Pierce, Fenner & Smith 1984 - 2008
National Benefit Life Insurance Company 1983 - 1984
Manhattan Life Insurance Company 1979 - 1983
Skills
Insurance Law, Insurance, Training, Securities Regulation, Fixed Annuities, Auditing, Tax, Legal Advice, FINRA, Corporate Law
Education
Boston University School of Law 1978 — 1983
LLM Taxation, Taxation
Western New England College School of Law 1973 — 1976
JD
Boston University 1969 — 1973
BS, Communications
Mitchell Williams PLLC 2008 - Present
Merrill Lynch Insurance Group 1989 - 2008
Merrill Lynch, Pierce, Fenner & Smith 1984 - 2008
National Benefit Life Insurance Company 1983 - 1984
Manhattan Life Insurance Company 1979 - 1983
Skills
Insurance Law, Insurance, Training, Securities Regulation, Fixed Annuities, Auditing, Tax, Legal Advice, FINRA, Corporate Law
Education
Boston University School of Law 1978 — 1983
LLM Taxation, Taxation
Western New England College School of Law 1973 — 1976
JD
Boston University 1969 — 1973
BS, Communications
Natalie Russomanno Natalie Russomanno's Merrill Lynch Insurance Group Experience May 2004 - July 2008
Job Experienced Financial Analyst
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch Wealth Management May 2010 - Present
BANK OF AMERICA MERRILL LYNCH July 2008 - May 2010
Merrill Lynch Insurance Group May 2004 - July 2008
RCN February 1997 - March 2004
Medical Inter-Insurance Exchange August 1995 - February 1997
MEDICAL INTER-INSURANCE EXCHANGE May 1994 - August 1995
TRELLIS CONSULTING, INC. April 1992 - May 1994
Education
Rider University
Bachelor of Science, Accounting
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch Wealth Management May 2010 - Present
BANK OF AMERICA MERRILL LYNCH July 2008 - May 2010
Merrill Lynch Insurance Group May 2004 - July 2008
RCN February 1997 - March 2004
Medical Inter-Insurance Exchange August 1995 - February 1997
MEDICAL INTER-INSURANCE EXCHANGE May 1994 - August 1995
TRELLIS CONSULTING, INC. April 1992 - May 1994
Education
Rider University
Bachelor of Science, Accounting
Joseph Suosso's Merrill Lynch Insurance Group Experience May 1993 - August 1998
Job VP, Commercial Banking Regional Controller at TD Bank
Industry Financial Services
Experience
TD Bank October 2012 - Present
TD Bank November 2011 - November 2012
TD Bank, N.A. October 2010 - November 2011
TD Bank, N.A. July 2009 - October 2010
Merrill Lynch Bank Group September 2004 - July 2009
Merrill Lynch Bank & Trust Group March 2003 - September 2004
Merrill Lynch Bank & Trust Group June 2001 - March 2003
Merrill Lynch Bank & Trust Group August 1998 - July 2001
Merrill Lynch Insurance Group May 1993 - August 1998
Merrill Lynch & Co. July 1990 - January 1991
Skills
Accounting, Financial Reporting, Cash Management, Financial Analysis, Banking, Internal Controls, Financial Modeling, Treasury Management, Forecasting, Account Reconciliation, Finance, General Ledger, Portfolio Management, Financial Risk, Commercial Banking, Risk Management
Education
La Salle University 1986 — 1990
Bachelor of Science
TD Bank October 2012 - Present
TD Bank November 2011 - November 2012
TD Bank, N.A. October 2010 - November 2011
TD Bank, N.A. July 2009 - October 2010
Merrill Lynch Bank Group September 2004 - July 2009
Merrill Lynch Bank & Trust Group March 2003 - September 2004
Merrill Lynch Bank & Trust Group June 2001 - March 2003
Merrill Lynch Bank & Trust Group August 1998 - July 2001
Merrill Lynch Insurance Group May 1993 - August 1998
Merrill Lynch & Co. July 1990 - January 1991
Skills
Accounting, Financial Reporting, Cash Management, Financial Analysis, Banking, Internal Controls, Financial Modeling, Treasury Management, Forecasting, Account Reconciliation, Finance, General Ledger, Portfolio Management, Financial Risk, Commercial Banking, Risk Management
Education
La Salle University 1986 — 1990
Bachelor of Science
Derek Oxford Derek Oxford's Merrill Lynch Insurance Group Experience March 2005 - March 2006
Job CERTIFIED FINANCIAL PLANNER™ and Portfolio Analyst at CPS Investment Advisors
Industry Financial Services
Experience
CPS Investment Advisors July 2008 - Present
Fidelity Investments September 2007 - July 2008
Merrill Lynch August 2006 - September 2007
Merrill Lynch Insurance Group March 2005 - March 2006
Education
Florida State University - College of Business 2002 — 2004
Finance, Financial Markets
Florida Southern College 2000 — 2002
Business Administration, Finance
CPS Investment Advisors July 2008 - Present
Fidelity Investments September 2007 - July 2008
Merrill Lynch August 2006 - September 2007
Merrill Lynch Insurance Group March 2005 - March 2006
Education
Florida State University - College of Business 2002 — 2004
Finance, Financial Markets
Florida Southern College 2000 — 2002
Business Administration, Finance
Stephanie Bissol Stephanie Bissol's Merrill Lynch Insurance Group Experience 2001 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Afton Elementary PTO June 2013 - Present
Merrill Lynch 2001 - 2006
Merrill Lynch Insurance Group 2001 - 2002
Skills
Personal Trust..., Operating Budgets, Sales & Use Tax, Customer Service, Event Management, Microsoft Office 2007
Education
Penn State University 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Afton Elementary PTO June 2013 - Present
Merrill Lynch 2001 - 2006
Merrill Lynch Insurance Group 2001 - 2002
Skills
Personal Trust..., Operating Budgets, Sales & Use Tax, Customer Service, Event Management, Microsoft Office 2007
Education
Penn State University 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Chris Grady Chris Grady's Merrill Lynch Insurance Group Experience 1995 - 2007
Job Exec VP, Head of Retail
Industry Insurance
Experience
Athene Annuity & Life Assurance Company 2011 - Present
Genworth Financial June 2007 - January 2010
Merrill Lynch Insurance Group 1995 - 2007
Skills
Customer Service
Education
State University of New York College at Cortland 1975 — 1979
B.S.
Athene Annuity & Life Assurance Company 2011 - Present
Genworth Financial June 2007 - January 2010
Merrill Lynch Insurance Group 1995 - 2007
Skills
Customer Service
Education
State University of New York College at Cortland 1975 — 1979
B.S.
Ken Kaczmarek's Merrill Lynch Insurance Group Experience 1988 - 1993
Job Managing Director, Chief Economic Officer at Peloton Wealth Strategists
Industry Investment Management
Experience
Peloton Wealth Strategists 2002 - Present
Ports of Indiana 2004 - 2013
American Re-Insurance Company 1994 - 2002
American Re-Insurance Company 1994 - 2002
Merrill Lynch Insurance Group 1988 - 1993
Blue Cross of California 1986 - 1988
Aflac 1978 - 1986
Skills
Certified Public..., Investment Expertise, CPA, Asset Managment, Investments, Financial Services, Strategy, Wealth Management, Risk Management, Asset Management, Corporate Finance, Economics, Management, Finance, Strategic Planning, Analytics, Financial Markets, Investment Management, Economic Research, Wealth
Education
Indiana University Bloomington 1964 — 1971
MBA, Management
Indiana University Bloomington 1964 — 1968
BS, Accounting
Saint Joseph High School
Peloton Wealth Strategists 2002 - Present
Ports of Indiana 2004 - 2013
American Re-Insurance Company 1994 - 2002
American Re-Insurance Company 1994 - 2002
Merrill Lynch Insurance Group 1988 - 1993
Blue Cross of California 1986 - 1988
Aflac 1978 - 1986
Skills
Certified Public..., Investment Expertise, CPA, Asset Managment, Investments, Financial Services, Strategy, Wealth Management, Risk Management, Asset Management, Corporate Finance, Economics, Management, Finance, Strategic Planning, Analytics, Financial Markets, Investment Management, Economic Research, Wealth
Education
Indiana University Bloomington 1964 — 1971
MBA, Management
Indiana University Bloomington 1964 — 1968
BS, Accounting
Saint Joseph High School
Claudia J. Eckels's Merrill Lynch Insurance Group Experience May 1992 - March 1996
Job
Industry Insurance
Experience
EXL April 2012 - Present
Phoenix Life Insurance Company February 2010 - March 2012
Phoenix Life Insurance Company June 2009 - March 2010
Phoenix Life Insurance Company October 2008 - June 2009
Phoenix Life Insurance Company April 2007 - October 2008
Hanover Insurance Group (Formerly Allmerica Financial) 1996 - February 2007
Hanover Insurance Group May 2000 - January 2007
Allmerica Financial Services September 1997 - May 2000
Allmerica Financial March 1996 - September 1997
Merrill Lynch Insurance Group May 1992 - March 1996
Skills
Product Development, Talent Management, Coaching, Insurance, Business Analysis, Program Management, CRM, Leadership, Business Process..., Management, Risk Management, Business Process, Operations Management, Cross-functional Team..., Project Management, Six Sigma, Performance Management, Business Planning, Start-ups, Process Improvement, Vendor Management, Financial Services, Strategy, SDLC
Education
Villanova University 2007 — 2007
N/A
Montclair State University 1978 — 1980
M A
Montclair State University 1973 — 1977
B A
EXL April 2012 - Present
Phoenix Life Insurance Company February 2010 - March 2012
Phoenix Life Insurance Company June 2009 - March 2010
Phoenix Life Insurance Company October 2008 - June 2009
Phoenix Life Insurance Company April 2007 - October 2008
Hanover Insurance Group (Formerly Allmerica Financial) 1996 - February 2007
Hanover Insurance Group May 2000 - January 2007
Allmerica Financial Services September 1997 - May 2000
Allmerica Financial March 1996 - September 1997
Merrill Lynch Insurance Group May 1992 - March 1996
Skills
Product Development, Talent Management, Coaching, Insurance, Business Analysis, Program Management, CRM, Leadership, Business Process..., Management, Risk Management, Business Process, Operations Management, Cross-functional Team..., Project Management, Six Sigma, Performance Management, Business Planning, Start-ups, Process Improvement, Vendor Management, Financial Services, Strategy, SDLC
Education
Villanova University 2007 — 2007
N/A
Montclair State University 1978 — 1980
M A
Montclair State University 1973 — 1977
B A
Marybeth Donovan's Merrill Lynch Insurance Group Experience November 1993 - June 2001
Job Business Consultant
Industry Financial Services
Experience
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Allianz Global Investors November 2008 - Present
Merrill Lynch January 2005 - June 2008
Merrill Lynch Trust Company 2001 - 2003
Merrill Lynch Insurance Group November 1993 - June 2001
Education
City University of New York-Brooklyn College 1974 — 1976
Masters, Education
St. Joseph's College 1969 — 1973
BA, Education
Mat Nelson's Merrill Lynch Insurance Group Experience December 1995 - November 1998
Job Global Financial Marketing Professional
Industry Financial Services
Experience
MassMutual Financial Group May 2012 - Present
MetLife May 2006 - May 2012
Mass Mutual Investor Services August 2002 - May 2006
Mass Mutual Investors Services Inc September 2001 - August 2002
Mass Mutual, Hartford December 2000 - August 2002
GVUL November 1998 - December 2000
Merrill Lynch Insurance Group December 1995 - November 1998
Phoenix Home Life August 1994 - December 1995
The Equitable June 1993 - August 1994
Skills
Budgeting, Strategy Development, Competitive Intelligence, Customer Relations, Annuities, Financial Planning, Insurance, Strategic Planning, Business Strategy, Analysis, Problem Solving, Customer Service, Planning, Marketing Communications, Wealth Management, Marketing Strategy, Sales Management, New Business Development, Business Analysis, Process Improvement, Operations Management, Team Leadership, Business Intelligence, Account Management, Market Research, Business Planning, Financial Analysis, Business Management, Excel, Competitive Analysis, Direct Marketing, Budget Management, PowerPoint, Executive Management, Forecasting, Analytics, Product Marketing, Product Management, Marketing Management, Market Analysis, Market Planning, Sales Support, Financial Management, Budgets, Strategy, Management, Strategic Financial..., Managerial Finance, Marketing, Salesforce.com
Education
University of Phoenix 2003 — 2005
Masters Degree, Organizational Management
Western New England College 1989 — 1993
Bachelor of Arts, Government
MassMutual Financial Group May 2012 - Present
MetLife May 2006 - May 2012
Mass Mutual Investor Services August 2002 - May 2006
Mass Mutual Investors Services Inc September 2001 - August 2002
Mass Mutual, Hartford December 2000 - August 2002
GVUL November 1998 - December 2000
Merrill Lynch Insurance Group December 1995 - November 1998
Phoenix Home Life August 1994 - December 1995
The Equitable June 1993 - August 1994
Skills
Budgeting, Strategy Development, Competitive Intelligence, Customer Relations, Annuities, Financial Planning, Insurance, Strategic Planning, Business Strategy, Analysis, Problem Solving, Customer Service, Planning, Marketing Communications, Wealth Management, Marketing Strategy, Sales Management, New Business Development, Business Analysis, Process Improvement, Operations Management, Team Leadership, Business Intelligence, Account Management, Market Research, Business Planning, Financial Analysis, Business Management, Excel, Competitive Analysis, Direct Marketing, Budget Management, PowerPoint, Executive Management, Forecasting, Analytics, Product Marketing, Product Management, Marketing Management, Market Analysis, Market Planning, Sales Support, Financial Management, Budgets, Strategy, Management, Strategic Financial..., Managerial Finance, Marketing, Salesforce.com
Education
University of Phoenix 2003 — 2005
Masters Degree, Organizational Management
Western New England College 1989 — 1993
Bachelor of Arts, Government
Richard Engen's Merrill Lynch Insurance Group Experience July 1996 - June 1999
Job President, Financial Advantage Wealth Management LLC
Industry Investment Management
Experience
Financial Advantage Wealth Management LLC June 1999 - Present
Merrill Lynch Insurance Group July 1996 - June 1999
Engen Consulting January 1996 - June 1996
Skills
Investment Management, Insurance, Charities, Estate Planning, Investments, Financial Services, Wealth Management, Fixed Annuities, Retirement Planning, Retirement, Managerial Finance, Strategic Financial..., IRAs, Investment Strategies, Financial Planners, Tax Deferred Real..., Financial Advisory, Asset Allocation, Financial Planning, Strategic Planning
Education
The American College 2003 — 2009
MSFS, Financial Services
North Dakota State University
Bachelor, University Studies
The American College, Bryn Mawr Pennsylvania
Master of Science, Financial Services
Financial Advantage Wealth Management LLC June 1999 - Present
Merrill Lynch Insurance Group July 1996 - June 1999
Engen Consulting January 1996 - June 1996
Skills
Investment Management, Insurance, Charities, Estate Planning, Investments, Financial Services, Wealth Management, Fixed Annuities, Retirement Planning, Retirement, Managerial Finance, Strategic Financial..., IRAs, Investment Strategies, Financial Planners, Tax Deferred Real..., Financial Advisory, Asset Allocation, Financial Planning, Strategic Planning
Education
The American College 2003 — 2009
MSFS, Financial Services
North Dakota State University
Bachelor, University Studies
The American College, Bryn Mawr Pennsylvania
Master of Science, Financial Services
Kristen Beturne's Merrill Lynch Insurance Group Experience August 1991 - July 2002
Job Employee Benefits Specialist
Industry Insurance
Experience
MillBrook Benefits & Insurance Services October 2009 - Present
Scanlon Insurance September 2002 - June 2009
Merrill Lynch Insurance Group August 1991 - July 2002
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Disability Insurance, Life Insurance, Customer Service, New Business Development, Term Life Insurance, Marketing
Education
Smith College 1986 — 1990
Bachelor of Arts (B.A.), Psychology
East Longmeadow High School 1982 — 1986
MillBrook Benefits & Insurance Services October 2009 - Present
Scanlon Insurance September 2002 - June 2009
Merrill Lynch Insurance Group August 1991 - July 2002
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Disability Insurance, Life Insurance, Customer Service, New Business Development, Term Life Insurance, Marketing
Education
Smith College 1986 — 1990
Bachelor of Arts (B.A.), Psychology
East Longmeadow High School 1982 — 1986
Jeanne Markey's Merrill Lynch Insurance Group Experience 1999 - 2001
Job Director at Lazard
Industry Financial Services
Experience
Lazard February 2002 - Present
Merrill Lynch Insurance Group 1999 - 2001
Merrill Lynch 1994 - 1999
Merrill Lynch October 1987 - 1994
Skills
Investment Banking, Asset Managment, Financial Analysis, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Investments, Asset Management, Analysis, Finance, Budgets, Forecasting, Business Strategy
Education
Montclair State University
BS, Accounting and Business Adminstration
Seton Hall University
MBA
Lazard February 2002 - Present
Merrill Lynch Insurance Group 1999 - 2001
Merrill Lynch 1994 - 1999
Merrill Lynch October 1987 - 1994
Skills
Investment Banking, Asset Managment, Financial Analysis, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Investments, Asset Management, Analysis, Finance, Budgets, Forecasting, Business Strategy
Education
Montclair State University
BS, Accounting and Business Adminstration
Seton Hall University
MBA
Robert Barbaree's Merrill Lynch Insurance Group Experience 2000 - 2010
Job Staff Accountant at Manheim
Industry Accounting
Experience
Manheim July 2011 - Present
FIS 2010 - 2011
Merrill Lynch Insurance Group 2000 - 2010
Merrill Lynch Insurance Group 1998 - 2000
Merrill Lynch Insurance Group 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Internal Audit, Accounting, Finance, Account Reconciliation, Financial Statements, General Ledger, Invoicing, Cash Management, JD Edwards, Journal Entries
Education
University of North Florida 1989 — 1991
BA, Accounting
Manheim July 2011 - Present
FIS 2010 - 2011
Merrill Lynch Insurance Group 2000 - 2010
Merrill Lynch Insurance Group 1998 - 2000
Merrill Lynch Insurance Group 1996 - 1998
Merrill Lynch 1994 - 1996
Skills
Internal Audit, Accounting, Finance, Account Reconciliation, Financial Statements, General Ledger, Invoicing, Cash Management, JD Edwards, Journal Entries
Education
University of North Florida 1989 — 1991
BA, Accounting
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO