Penn Mutual
Industry: Life insurance company
DescriptionThe Penn Mutual Life Insurance Company, commonly referred to as Penn Mutual, was founded in Philadelphia, Pennsylvania, in 1847. It was the seventh mutual life insurance company chartered in the United States. Penn Mutual is headquartered in Horsham, Pennsylvania, just outside Philadelphia. Headquarters: Horsham Township, Pennsylvania, United States CEO: Eileen C. McDonnell (18 Feb 2011–) Number of employees: 1,600 (2015) Founded: 1847 SVP: Kevin T. Reynolds Subsidiaries: Janney Montgomery Scott LLC,
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Penn Mutual Employees
Penn Mutual September 2013 - Present
Bankers Life & Casualty Company January 2010 - October 2013
Bankers Life & Casualty Company September 2008 - December 2009
The Guardian Life Insurance Company of America January 2005 - August 2008
Skills
Insurance, Financial Services, Investments, Strategic Financial..., Risk Management, Asset Management, Equities, Financial Markets, Financial Analysis, Leadership, Leadership Development, Team Leadership, Organizational..., Strategic Leadership, Fixed Annuities, Life Insurance, Management Consulting, Team Building, Coaching, Training, Financial Planning, Retirement, Mutual Funds, Retirement Planning
Education
Adelphi University
Master of Business Administration (M.B.A.), Marketing & Finance
Adelphi University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Penn Mutual March 2013 - Present
ING Direct / Capital One July 2012 - February 2013
SEI Investments 2010 - July 2012
Campbell Soup Company February 2009 - 2010
Bristol-MyersSquibb 2007 - 2008
PayPal 2006 - 2007
Satyam 2006 - 2007
Hewitt Associates 2005 - 2006
shriram investments Ltd January 2003 - September 2005
Skills
informatica, ETL, Oracle, SQL Server 2005/2000, Unix Shell Scripting, perl, CDC, PL/SQL, SAP R/3, PeopleSoft, XML, sql, Erwin, Mercury, DB2, Hadoop, Hive, HDFS, NoSQL, Data Quality, Data Profiling, Data Analysis, MapReduce, Cassandra, SQL, SSIS, Data Modeling, Teradata, Informatica, Shell Scripting, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC
Education
Bharathidasan University 2000 — 2003
MCA, Computer Applications
Acharya Nagarjuna Vishwavidhyalayamu 1997 — 2000
B. Com, Commerce
Lincoln Financial Securities March 2014 - Present
Lincoln Financial Advisors May 2013 - February 2014
Baystate Financial Services May 2012 - April 2013
New England Securities & Baystate Wealth Management May 2012 - April 2013
Penn Mutual January 2012 - April 2012
Penn Mutual September 2006 - April 2012
Penn Mutual June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX May 2001 - June 2004
National Life Group March 2000 - May 2001
MetLife March 1997 - March 2000
Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
The American College 1991 — 1994
CLU/ChFC, Insurance and Financial Services
Miami Dade College
Accounting / Finance
Town Sports International September 2011 - Present
FRIENDS OF IRELAND March 2009 - Present
Watergirl Productions - Social Media Management And Development January 2009 - Present
CHOCOLATE MOOSE FUDGE November 1981 - Present
MOBIUS TECHNOLOGIES April 2010 - September 2010
CIGNA Tel-Drug November 2006 - April 2010
CIGNA Tel-Drug November 2006 - April 2010
Raymour & Flanigan February 2006 - November 2006
Penn Mutual June 2005 - February 2006
American Tee Shirt LTD July 2002 - June 2005
Skills
Coaching, Connector, Social Networking, Social Networking..., Social Networking..., Social Media, Social Media Relations, Customer Insight, Conversational Marketing, Influencer Marketing, Online Branding, Communications..., Customer Interaction..., Cross-channel Marketing, Word Of Mouth Marketing, Online Research, Research, Customer Service, Call Center Development, Team Management, Supervisory Skills, Team Leadership, Administrative Support, Benefits Administration, Creative Vision, Creative Problem Solving, Problem Solving, Creative Writing, E-commerce, Direct Sales, Sales Support, Incentive Programs, International Sales, Training Skills, Training & Development, Trainers, Teaching, Phone Etiquette, Information Systems..., Customer Retention, Productivity Enhancement, Quality Assurance, Customer Loyalty, Credit Cards, System Testing, User Acceptance Testing, User Experience, Special Education, Start-ups, Marketing
Education
Alison - Distance Learning - Galway, Ireland 2013 — 2016
Social Media Marketing
Udemy - United Kingdom 2015 — 2015
Become a Freelance Social Media Manager
PharmCon, Inc. 2010 — 2010
License, Pharmacy Re-Certification
Jobson Medical Information LLC 2009 — 2010
Pharmacy Certification, Pharmacy Studies
Cigna University 2006 — 2010
Certifications, Health and Pharmaceutical Studies
South Dakota State University 2009 — 2009
Certificate, PHARMACY LAW - Impact On Practice 2009
Fleet University / Bank of America 1997 — 2001
Certifications, Trainer, Sales, Business Management, Human Resources Development
Sun Oil Co. 1980 — 1980
Certification, Business Management Program
Bucks County Community College
Liberal Arts / Business / Communications / Psychology
AnnuityCo LLC February 2012 - Present
Comprehensive Solutions & Consultants February 2012 - Present
ANNUCO February 2012 - Present
Western & Southern Financial Group March 2010 - February 2012
Penn Mutual March 2002 - February 2010
Econ, Adv Sales & General Management September 1990 - April 2002
US Army May 1982 - September 1990
Skills
Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Risk Management, Annuity Sales, Indexed Annuities, Annuity Product Design, IMO, Consulting, Independent Marketing..., Case Design, General Management, SPIA, Social Media, Economics, Econometrics, Applied Mathematics, Statistical Modeling, Annuity Product..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Single Premium..., Income for Life, Annuity Living Benefits, Enhanced Death Benefits, CD Alternatives, Financial Markets, Tax, Sales Management, Guaranteed Lifetime..., Annuity Brokerage, Insurance Brokerage, Financial Advisor..., 401k, IRAs, Mutual Funds, Retirement, Estate Planning, Financial Advisory, Employee Benefits, Life Insurance, 401k Rollovers, Series 6, Series 63, Long Term Care Insurance, Strategic Financial..., ETFs, Whole Life
Education
UT Dallas 2010 — 2011
PhD Candidate, Economics & Public Policy
Boston University 1987 — 1989
Master of Arts (MA), International Relations and Economics
University of the State of New York 1985 — 1986
Bachelor of Science (BS), Business & Government
Providence College 1978 — 1982
Western Civ & Liberal Arts, Army ROTC, Military Science and Operations
Penn Mutual October 2011 - Present
Borders May 2011 - September 2011
Borders November 2010 - May 2011
Pauline Books & Media August 2007 - June 2010
Education
Cabrini College 2002 — 2006
BA, Philosophy
TD July 2011 - Present
CHAN May 2006 - June 2008
Penn Mutual October 2004 - October 2005
Wells Fargo (formally Wachovia Corporation) November 2000 - October 2004
Vanguard September 1995 - October 2000
Clover Department Stores May 1994 - September 1995
Skills
Internal Controls, SOX Compliancy, AML, Risk Assessment, Enterprise Risk..., COSO ERM, Project Management, Microsoft Office, Retail Banking, Commercial Banking, Mutual Funds, Broker-Dealer, Auditing, Financial Risk, Sarbanes-Oxley Act, Internal Audit, Anti Money Laundering, Financial Analysis, Risk Management, Financial Services, Finance, Banking
Education
Eastern University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Chestnut Hill College 1990 — 1994
Bachelor of Arts (B.A.), Management and Accounting
Complete HealthCare Resources-Eastern, Inc. January 2015 - Present
ICON plc October 2011 - January 2015
HP Hood LLC March 2010 - October 2011
Penn Mutual October 2006 - October 2009
St. Mary Medical Center, Langhorne, PA May 2004 - October 2006
Skills
Active Directory, DHCP, Windows Server, DNS, VMware, Microsoft Exchange, XP, System Administration, Networking, Servers, Windows, Data Center, Infrastructure, Software Installation, Group Policy, Hyper-V, Disaster Recovery, Windows XP, Wireless Networking
Education
Pennco Tech 1994 — 1995
Associates, Electronics
Camden County College 1990 — 1993
Business Management
KidsPeace National Centers December 2009 - Present
KidsPeace National Centers July 2008 - December 2009
National Penn Bank October 2004 - February 2008
Penn Mutual 1990 - 2003
Skills
Non-profits, Process Improvement, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, Microsoft Excel, Public Speaking, Financial Reporting, Microsoft Office, Leadership, Change Management, Budgets, Project Planning, Internal Controls, PowerPoint, Microsoft Word, Risk Management, Strategic Planning, Management, Team Building, Outlook, Payroll, Internal Audit, Training, Organizational..., Insurance, System Administration, Project Management, Nonprofits, Forecasting, Healthcare, Team Leadership, Leadership Development, Business Planning, Coaching, Human Resources, Staff Development, Software Documentation, PeopleSoft, Program Management, Business Process..., Research, Operations Management, HIPAA, Employee Benefits, Business Analysis, Recruiting, Program Development, Employee Relations
Education
DeSales University 1984 — 1986
Bachelor's degree, Accounting
Bucks County Community College
Associate's degree, Business/Office Automation/Technology/Data Entry
Systems Source Inc. 1995 - Present
FortuneBuilders 2014 - Present
Great American Insurance April 2014 - Present
GEICO 2013 - Present
Farm Bureau Mutual Insurance Company of Idaho 2013 - Present
Missouri Employers Mutual 2013 - Present
Aviva plc April 2012 - Present
Penn Mutual November 2011 - Present
Sammons Financial Group September 2011 - Present
AEGON January 2006 - Present
Skills
Insurance, Business Analysis, Project Management, Account Management, Strategic Planning, Sales Management, Program Management, COBOL, Process Improvement, Banking, SDLC, Software Project..., Marketing, Software Development, Vendor Management, Management, Requirements Gathering, Integration, Recruiting, DB2
Education
Southern Methodist University - Cox School of Business 1976 — 1980
BBA
Robert E. Lee High School 1972 — 1976
HS
Brookhaven Community College
Penn Mutual August 2014 - Present
Penn Mutual January 2013 - August 2014
Penn Mutual Life August 2012 - January 2013
Penn Mutual October 2009 - August 2012
Penn Mutual January 2009 - October 2009
Penn Mutual Life Insurance Co 2001 - 2008
Penn Mutual 1999 - 2001
Penn Mutual 1996 - 1999
Education
The American College 2010 — 2013
CASL® Designation, Chartered Advisor for Senior Living®
The American College 2008 — 2010
ChFC® Designation, Chartered Financial Consultant®
The American College 1999 — 2008
CLU® Designation, Chartered Life Underwriter®
Rutgers University – Camden 1990 — 1995
BS, Management with Minor in Marketing
Camden County College 1984 — 1990
Transfer, Business Administration
CCVTS 1980 — 1984
High School Diploma, Cabinet Making & Carpentry
Penn Mutual 2012 - Present
Economic Destiny Institute May 2009 - Present
Fair Home Lending / Living Water Home Loans February 2004 - February 2009
Skills
Public Speaking, Insurance, Retirement Planning, Strategic Planning, Management, Financial Services, Small Business, Finance, Investments, Risk Management
Education
Bellevue College 1995 — 1997
Computer Science
Microsoft University 1996 — 1998
Microsoft Certified Systems Engineer, Computer and Information Sciences and Support Services
Entex Information Systems 1996 — 1997
A+ Certified Computer Systems Technician, Compaq, HP, Data Center Servers
Proactive Prodigy January 2012 - Present
Asturi Contracting 2010 - Present
Private Beta Site November 2011 - Present
IndoCarb Corporation 2009 - 2010
Penn Mutual 2007 - 2009
Production Masters Inc. 2003 - 2003
Cornerstone Christian Television Station International (CTVN & CCOP) 2003 - 2003
Clear Channel Entertainment 2002 - 2003
Skills
Social Media, Market Research, Public Speaking, Advertising, Sales, Marketing, Real Estate Investment..., Management Consulting, Financial Planning, Asset Management, Brand Management, Project Management, Social Networking, Social Entrepreneurship, Team Building, Team Leadership, Musical Theatre, Video Production, Alto Saxophone, Social Recruiting, Crowdsourcing, Crowdfunding, Entrepreneurship, Investment Portfolio, Graphic Design, Theatre, Coaching, Baseball, Golf, Football, Bowling, Choreography, Calligraphy, Landscape Construction, Digital Photography, Photoshop, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Finance, I.T., Entreprenuership
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
Executive Educ. Certification, The Business of Commercial Innovation (Finance/Marketing/Mgmt.)
University of Pittsburgh, College of Business Administration 2001 — 2005
Double BSBA, BSBA Finance, BSBA Marketing, Minors: Theatre & Psychology
Carlow College 2000 — 2001
Certification, Entrepreneurship
Penn Mutual May 2015 - Present
Technology Resource Center at Bob Jones University August 2012 - May 2015
Penn Mutual May 2014 - August 2014
Calvary Baptist Church June 2013 - July 2013
Ohana Baptist Church June 2012 - July 2012
Skills
Public Speaking, Windows, Microsoft Office, Computer Hardware, Customer Service, Networking, Troubleshooting, Linux, Software, Virus Removal, Computer Software, Visual Basic, Android, Mac, Piano, Virtual Machines, HTML, jQuery
Education
Bob Jones University 2011 — 2015
Bachelor of Science (B.S.), Information Technology
Eurand/Aptalis Pharma June 2008 - April 2012
Penn Mutual March 1998 - January 2008
PERSONAL SOLUTIONS 1995 - 1998
Skills
Business Communications, Administrative..., Sales Support &..., Travel Arrangements, Event Planning, Executive Calendars, Time Management, Outlook, Administrative..., Calendars, Office Administration, Office Management
Education
Bucks County Community College 1980 — 1982
Transamerica Agency Network, Inc. June 2015 - Present
Univers Benefits October 2014 - Present
Penn Mutual February 2013 - Present
DVFG Advisors, LLC January 2002 - September 2012
DVFG Advisors January 2002 - January 2012
Interstate Insurance Group January 1994 - January 1999
Employers Reinsurance January 1986 - January 1994
Skills
Insurance, Marketing, Life Insurance, Underwriting, Management, Strategic Financial..., Outlook, Microsoft Excel, Casualty, Software Documentation, Fixed Annuities, Retirement Planning, Accounting, Disability Insurance, Retirement, Employee Benefits
Education
Camden County College
Liberal Arts
Camden County College
Associates, Liberal Arts
PTS
P& C, Life and Health Insurance License
Paul VI
Quench USA, Inc. May 2014 - October 2014
EHR- United Health Group July 2012 - February 2014
hibu (formerly Yell Group) December 2011 - May 2012
Penn Mutual June 2011 - November 2011
Klein JCC September 2004 - July 2011
State Farm June 2009 - August 2009
Skills
Market Research, Data Analysis, Analysis, Marketing, Microsoft Excel, PowerPoint, Management, Microsoft Office, SPSS, Marketing Strategy, Advertising, Microsoft Word, Data analysis in Excel,..., Leadership, Strategic Planning, Budgets
Education
Albright College 2006 — 2010
BA, Business Administration, Economics
Northeast High School 2002 — 2006
Magnet Program
Brunswick Group January 2015 - Present
Penn Mutual January 2013 - April 2013
DSD Constructor Group January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Sales, Outlook, Access, Microsoft Office, PowerPoint, Time Management, Analysis, Financial Analysis, Teamwork, Investments, Finance, Research, Public Speaking, Customer Service
Education
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CUNY Hostos Community College 2011 — 2012
Associate's degree, Business Administration and Management, General
Fairleigh Dickinson University 2006 — 2007
Economics, Economics
Towers Watson November 2012 - Present
The Savitz Organization January 2007 - November 2012
Penn Mutual June 2006 - December 2006
Education
Arcadia University 2003 — 2007
BS, Mathematics, Actuarial Science Concentration, Italian Minor
Università per Stranieri di Perugia 2005 — 2005
Italian
Bayer August 2015 - Present
California University of Pennsylvania December 2009 - August 2015
Penn Mutual May 2007 - December 2009
Skills
Event Planning, Public Speaking, Outlook, Microsoft Office, PowerPoint, Higher Education, Community Outreach, Fundraising, Administration, Social Networking, Time Management, Nonprofits, Research, Staff Development, Data Entry, Event Management, Social Media, Microsoft Word
Education
California University of Pennsylvania 2013 — 2014
Master's degree, Business
California University of Pennsylvania
Bachelor's degree, Business Administration and Management, General
MassMutual June 2010 - Present
PENN MUTUAL 1997 - 2009
BARCLAYS de ZOETE WEDD SECURITIES 1995 - 1996
UBS SECURITIES 1993 - 1995
CRT 1990 - 1993
Skills
Insurance, Retirement Planning, Financial Services, Estate Planning, Series 7, Equities, Finance, Fixed Income, Retirement, Financial Analysis, Risk Management, Securities, Trading, Portfolio Management, Investments
Education
Columbia University in the City of New York 1985 — 1989
BA, Political Science
Chaminade High School 1982 — 1985
Johns Hopkins Hospital January 2015 - Present
Penn Mutual April 2013 - March 2014
ACE Group November 2011 - February 2013
Dartmouth College September 2006 - August 2011
Charles Group, LLC March 2011 - May 2011
Dartmouth College July 2010 - August 2010
Third Federal Bank January 2009 - September 2009
Bank of America September 2007 - January 2009
Skills
Problem Solving, Conflict Resolution, Staff Scheduling, Banking, AML, Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking, PowerPoint, Research, Analysis, Management, Forecasting, Program Management, Interviews, Human Resources, Community Outreach, Data Analysis, Social Media, Leadership, Team Leadership, Editing, Event Planning, Nonprofits
Education
Johns Hopkins School of Nursing 2014 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse
Dartmouth College 2006 — 2011
Bachelor's, Government
Spelman College 2010 — 2010
None, Politcal Science
University of Pennsylvania 2007 — 2008
None, Liberal Arts
Girard College 2002 — 2006
HS Diploma, General
Penn Mutual July 2012 - Present
Penn Mutual January 2009 - Present
Philadelphia Actuaries Club 2009 - 2010
Temple University September 2008 - December 2008
Penn Mutual June 2008 - December 2008
City of Philadelphia August 2006 - May 2008
XL Insurance June 2007 - August 2007
Black Red White Furniture, Inc. August 2002 - August 2006
Skills
Variable Annuities, Insurance, Life Insurance, Product Development, Fixed Annuities, Microsoft Excel, Pricing, Research, VBA, Business Analysis
Education
Temple University 2006 — 2008
BBA, Actuarial Science
Community College of Philadelphia 2004 — 2006
AA, Business
Mid-Atlantic Packaging August 2015 - Present
Penn Mutual January 2015 - July 2015
Nuix March 2014 - January 2015
McCallion Staffing Specialists September 2008 - March 2014
Skills
Recruiting, Temporary Placement, Temporary Staffing, Staffing Services, Human Resources, Screening Resumes, Talent Management, Employee Relations, Sourcing, Onboarding, Talent Acquisition, Executive Search, Applicant Tracking..., Employment Contracts, New Hire Paperwork, Internet Recruiting, Contract Recruitment, Permanent Placement, Technical Recruiting, Full-life Cycle..., Staffing Coordination, Industrial Safety, Reference Checking, College Recruiting, Interviews, Job Fairs, Background Checks, Employment Law, Behavioral Interviewing, Staff Augmentation, Employee Benefits, Hiring, Job Descriptions, Payroll, ADP Payroll
Education
Bloomsburg University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Villanova University 2013 — 2013
Certificate, Human Resources Management
Penn Mutual March 2015 - Present
Charlton Consulting M.D. LLC 2003 - May 2015
Catholic Financial Life March 1998 - March 2015
University of South Florida College of Public Health 2013 - 2015
Milwaukee Medical/Falls Medical/Advanced Healthcare/Aurora (these agencies merged over 11 years) April 1995 - November 2006
Health Partners/Inver Grove Heights Clinic November 1992 - June 1994
Skills
Clinical Care, Clinical Supervision, Risk Assessment, Primary Health Care, Medical Underwriting, Management, Patient Outcomes, Direct Patient Care, Patient Advocacy, Healthcare Management, Healthcare Compliance, Project Management, Women's Health, public health
Education
Chicago Medical School at Rosalind Franklin U-Med & Science
Doctor of Medicine (M.D.), Medicine
University of South Florida School of Public Health
Master's Degree, Public Health-MPH
University of Minnesota Family and Community Health
Family Medicine Residency Program
Hennepin County Medical Center
Medical Internship
Marquette University 1977 — 1981
Bachelor's Degree, Biology/Biological Sciences, General History and english minors
J+J/Invision June 2009 - February 2013
Anvil Knitwear September 2007 - October 2008
Penn Mutual August 2005 - September 2007
Hofstra University September 2002 - May 2005
Skills
Editing, Proofreading, Customer Service, MS Office Suite, Easily Adaptable, Personable, Great written and..., Quick Study
Education
Borough of Manhattan Community College
Penn Mutual February 2008 - Present
Education
Adelphi University 1984 — 1988
Master of Business Administration (MBA), Finance and Investments
Molloy College 1980 — 1984
Bachelor of Arts (B.A.), Mathematics and Computer Science
AIM Systems, Inc. March 2014 - Present
Penn Mutual July 2013 - January 2014
The Hartford October 2011 - July 2013
Sun Life Financial February 2010 - July 2011
AIG American General Life Companies August 2006 - February 2010
Fidelity Investments January 2004 - August 2006
Hartford Life 2000 - 2003
Jackson National Life January 1996 - June 2000
Golden Rule Insurance 1985 - 1995
Golden Rule Insurance 1911 - 1979
Skills
Insurance, Financial Services, Retirement, Fixed Annuities, Employee Benefits, FINRA, Financial Planners, Strategic Financial..., Investments, Brokers, Series 6, Financial Advisory, Series 63, Mutual Funds, Sales, Life Insurance, Estate Planning, Wealth, Disability Insurance, Selling, Marketing, Long Term Care Insurance, Health Insurance, Series 7, Relationship Management, 401k, Term Life Insurance, Long-term Care, IRAs, Business Development, Financial Planning
Education
Ball State University 1978 — 1983
BS, Sales and Marketing - School Of Business
Cog Hill Golf Course May 2014 - Present
Evolutionary and Adaptive Retirement Systems November 2011 - April 2013
Independent Contractor for Active Investment Managers October 2008 - November 2011
New York Life October 1996 - July 2008
Penn Mutual January 1988 - August 1993
Shearson Lehman Bros January 1986 - December 1987
Skills
Asset Managment, Microsoft Office, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Investment Strategies, Financial Services, Wealth, Relationship Management, Pensions, Fixed Annuities, Retirement, Financial Advisory, Investment Management, IRAs, Finance, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1965 — 1970
BS, Finance
Chicago State University 1972 — 1976
MS, Education
INC Research March 2014 - Present
PRA International January 2013 - February 2014
Philadelphia University September 2012 - December 2012
Penn Mutual June 2008 - September 2012
Merck June 2002 - February 2008
WareSoft Solutions, Inc. January 1997 - August 2001
Texas Instruments June 1993 - February 1996
Rhone-Poulenc Rorer 1988 - 1993
Skills
SDTM, OpenCDISC, SAS programming, SAS Proc SQL, SAS Macro, ADaM, Oracle SQL, Software Documentation, XML, Java, Ant, Web Services, Microsoft SQL Server, Databases, Linux, LIMS, WebSphere Application..., Xpediter, SAS, Eclipse, iBatis, Windows Server, Analysis, SDLC, HTML, CSS, Oracle PL/SQL..., IIS, XSL, JSP development, Tomcat 5, Tapestry, SQL Server 2000-2008, Windows Server 2003, Windows Server 2008
Education
Philadelphia University 2012 — 2012
SAS Programming for the Pharmaceutical Industry Certificate
Bowling Green State University
Bachelor of Science in Business Administration, Management Information Systems and Finance
Notre Dame Academy, Toledo, Ohio
Weatherhead School of Management at Case Western Reserve University
MBA, Management Information and Decision Systems, Operations Management
MN Northwest December 2013 - Present
Penn Mutual February 2009 - November 2013
Aviva plc November 2006 - February 2009
Allstate Financial November 2000 - November 2006
MetLife Financial Services November 1983 - November 2000
Education
Arizona State University 1982 — 1983
MBA, Marketing & Finance
University of Utah - David Eccles School of Business 1979 — 1982
BS, Finance, Speech Communication
Paxia Travel Inc. 2013 - Present
Exito Travel May 2012 - Present
AmeriSpan Study Abroad January 2007 - May 2012
AmeriSpan Unlimited Inc. February 1993 - January 2007
Languages Abroad 2000 - 2005
Independence Capital Management 1987 - October 1992
Corestates Capital Advisors May 1987 - November 1987
Penn Mutual May 1985 - May 1987
Skills
Social Media Marketing, Online Advertising, Email Marketing, SEO, Public Relations, SEM, Social Media, SMO, Marketing Communications, Advertising, Small Business, Social Networking, Online Marketing, Strategy, E-commerce, Web Design, Business Strategy, Blogging, Marketing, PPC, Management, Web Analytics
Education
Other Education-Related 1992 — 1993
Albion College 1981 — 1985
Economics, Business & Marketing
LPL Financial July 2013 - Present
Orlans January 2013 - July 2013
Penn Mutual January 2007 - January 2013
MetLife 1997 - 2007
Walnut Street Securities 1997 - 2006
Skills
FINRA, Series 24, Financial Services, Asset Management, Fixed Annuities, Auditing, AML, Investment Advisory
Education
Adrian College
Island Networks June 2015 - Present
Razor Technology October 2013 - June 2015
ICON Clinical Research May 2010 - October 2013
Endo Pharmaceuticals March 2009 - May 2010
Penn Mutual 1996 - 2009
Selectronics, Inc. 1994 - 1996
Skills
Disaster Recovery, Windows Server, Security, Vendor Management, Networking, Microsoft Certified..., IT Management, Troubleshooting, Enterprise Software, Microsoft Exchange, VMware ESX, Data Center, Active Directory, Virtualization, Servers, SAN, SharePoint, VMware, System Administration, Microsoft Technologies, Citrix, High Availability, DNS, NetApp, Hyper-V, Storage Area Networks, VMware Infrastructure, System Deployment, ITIL, vSphere, Business Continuity, Enterprise Architecture, Storage, DHCP, IT Operations, Solaris, Infrastructure, Cisco Technologies, IIS, Backup Exec, VPN, Symantec Endpoint..., Operating Systems, VMware vSphere
Education
Chestnut Hill College
BS, Computer Science
Montgomery County Community College
AS, Computer Information
CHI Institute
Diploma, Electronics, Computer Technology
The Depository Trust & Clearing Corporation September 2015 - Present
The Depository Trust & Clearing Corporation April 2012 - Present
The Depository Trust & Clearing Corporation April 2012 - September 2015
The Depository Trust & Clearing Corporation September 2011 - April 2012
Coral Cast May 2010 - September 2011
Penn Mutual January 2011 - June 2011
College of Mount Saint Vincent August 2008 - June 2011
Skills
Microsoft Excel, Analysis, Vendor Management, Procurement, Risk Management, Outsourcing, Financial Analysis, PowerPoint, Sales, Portfolio Management, Investments, Public Speaking, Finance, Microsoft Office, Microsoft Word, Series 7, Bloomberg, Management, Financial Services, Insurance
Education
College of Mount Saint Vincent 2007 — 2011
B.S. in Business Administration, Finance
Holy Cross High School 2003 — 2007
Penn Mutual June 2008 - July 2009
Staples July 2003 - November 2008
Philadelphia Safe and Sound February 2006 - June 2008
DBA Inc October 2000 - June 2003
Skills
Business Intelligence, Databases, Microsoft SQL Server, Data Warehousing, Data Analysis, Visual Basic, SQL, Troubleshooting, Access, Testing, .NET, Program Management, Oracle, Windows, Security, Cognos, Enterprise Software, Microsoft Excel, Networking, SDLC, Data Modeling, Visio
Education
Temple University 2003 — 2006
Bachelor, Computer Science
Bucks County Community College 2000 — 2002
Associates, Computer Science
Straight Talk With Vinny, Inc. February 2012 - Present
Penn Mutual 2003 - 2008
The MONY Group 1998 - 2004
Education
City University of New York-College of Staten Island 1985 — 1987
BS, Economics
21st Century Financial, Inc. February 2003 - Present
Penn Mutual 2007 - 2009
DeBartolo Financial Services, Inc. August 2007 - October 2008
Skills
Retirement Planning, Investments, Fixed Annuities, Finance, Financial Services, Disability Insurance, Leadership, Insurance, Long-term Care, Retirement, Life Insurance, 401k, Business Planning, Sales, Mutual Funds, Estate Planning, Health Insurance, Strategic Planning
Education
Cleveland State University
Business Administration
Hondros College, Independence, Ohio
Financial Services
Mira Costa College, Oceanside, CA
Business Administration
UnitedHealth Group November 2014 - Present
College of William and Mary August 2010 - May 2014
&MUN - William and Mary Collegiate Model United Nations May 2013 - March 2014
Penn Mutual May 2013 - August 2013
WMHSMUN XXVI - William and Mary High School Model United Nations February 2012 - December 2012
William & Mary Athletics February 2012 - May 2012
WMIDMUN X - William and Mary Middle School Model United Nations May 2011 - February 2012
Skills
Social Media, Finance, Microsoft Office, Italian, Event Planning, Stata, Public Speaking, Analysis, Fundraising, Microsoft Excel, Microsoft Access, Data Analysis, PowerPoint, MG-ALFA, Teamwork, Leadership, Access, International Relations
Education
The College of William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.57/4.0
The American University of Rome 2012 — 2013
International Business
Boston University 2011 — 2011
Financial Mathematics, 4.0
Penn Mutual September 2015 - Present
Rye YMCA March 2015 - August 2015
Flynn Zito Capital Management September 2014 - May 2015
Phi Sigma Kappa Fraternity December 2013 - December 2014
Rye YMCA March 2014 - August 2014
Live Nation Entertainment February 2014 - May 2014
Adelphi University Student Government Association November 2013 - May 2014
Rye YMCA June 2012 - August 2013
Rye YMCA June 2009 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Leadership, Training, Management, Budgets, Accounting, Finance, Outlook, Public Speaking, Microsoft Office, Facebook, Event Planning, Time Management, Social Media, Fundraising, Social Networking, Research, Customer Service, Nonprofits, Teamwork, Community Outreach
Education
Adelphi University 2012 — 2016
Altcara Insurance 2014 - Present
Trillium Health Partners, LLC 2013 - 2014
Penn Mutual 2012 - 2013
Harte Hanks 2011 - 2012
Wolters Kluwer Health 2009 - 2011
Marsh & McLennan Companies - Seabury & Smith 1998 - 2001
Prudential - AARP Operations 1990 - 1998
Skills
Customer Service, Business Process..., Vendor Management, Team Building, Change Management, Leadership, Direct Mail, Marketing Communications, Project Management, Strategic Planning, Controlling Budgets, Management, Healthcare, Integrated Marketing, Direct Marketing, Email Marketing, Account Management, Advertising, Digital Marketing
Education
Bauder College
Commercial Art & Design
College of Boca Raton
Commercial Art & Design
Adelphi University September 2015 - Present
Adelphi University November 2014 - Present
Penn Mutual September 2014 - Present
Adelphi University Student Athlete Advisory Committee May 2014 - Present
2015 Northeast 10 Conference Meetings May 2015 - May 2015
Martha Clara Vineyards June 2014 - November 2014
Westhampton Country Club June 2013 - August 2013
Tropix On the Mile Bar & Restaurant June 2012 - August 2012
Friar's Head Golf Club June 2011 - August 2011
Skills
Social Networking, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Facebook, Time Management, Event Planning, Team Leadership, Leadership, Human Resources, Sales, Customer Service, Access, Event Management, Social Media Marketing, Marketing Strategy, Team Management, Research, Marketing, Analysis, Strategic Planning, Outlook, Twitter, Fundraising, Budgets, Financial Analysis, Investments, Bloomberg, Bloomberg Terminal
Education
Emerging & Innovative Management Program in China 2014 — 2015
Business
Adelphi University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Saint Anthony's High School 2007 — 2011
Executive Office of the President August 2015 - Present
The United States Attorney's Office for the Eastern District of Pennsylvania May 2015 - July 2015
Penn Mutual May 2014 - September 2014
Boathouse Restaurant & Marina Deck May 2013 - September 2013
ekolo.cz September 2012 - October 2012
Joe's Pizzeria May 2011 - September 2012
Comcast September 2008 - September 2010
Skills
Market Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Social Media, Customer Service, Public Speaking, Event Planning, Leadership, Event Management, Sales, Financial Analysis
Education
The George Washington University Law School 2015 — 2017
Juris Doctor (J.D.)
American University Washington College of Law 2014 — 2015
Juris Doctor (J.D.)
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Business Administration- Finance and Global Management Emphasis, Senior
Eastern High School
EIS Group Ltd December 2011 - Present
MetLife Alico August 2011 - December 2011
Iron Mountain March 2010 - May 2011
2009 FREEDOM OSS August 2009 - November 2009
Credit Suisse October 2007 - July 2009
UBS Investment Bank April 2007 - October 2007
2006 SOFTERWARE INC August 2006 - November 2006
2006 INSURANCE SERVICES OFFICES, INC August 2004 - August 2006
Penn Mutual November 2000 - July 2004
Skills
Business Analysis, Derivatives, Business Intelligence, Data Analysis, Product Management, Risk Management, Requirements Analysis, Business Process, Testing, Access, Analysis, CRM, SDLC, Requirements Gathering, Software Documentation, Business Requirements, Databases, Market Research
Education
Baruch College 1999 — 2004
BBA, Finance
Zicklin School of Business, Baruch College, CUNY 1999 — 2004
BBA, Finance/Marketing
Brooklyn Tech HS
Ellucian August 2015 - Present
Penn Mutual December 2014 - June 2015
Susquehanna International Group, LLP (SIG) May 2013 - December 2014
Rutgers University April 2012 - May 2013
Comcast June 2010 - May 2012
Comcast - National Support Desk August 2007 - July 2010
Comcast Cable December 2005 - July 2007
Lockheed Martin January 1997 - January 2001
Skills
DNS, Unix, Linux, System Administration, Troubleshooting, DHCP, Cisco Technologies, Networking, Telecommunications, VoIP, Linux System..., System Deployment, Security, Wireless Networking, RedHat, MySQL, TCP/IP, Hardware, IP, Project Management, Shell Scripting, Debian, Windows Server, Ubuntu, BMC Remedy, SQL, Operating Systems, VMware, Routers, Apache, Testing, SQL database design, SQL Server, Linux Server, Python, LAMP administration, Microsoft SQL Server, VPN, Network Administration, Windows, Active Directory, Network Engineering, Cfengine, CentOS, Weblogic Administration, Network Security, Switches, Windows 7, Meru, Server...
Education
Penn State University 2015 — 2017
Bachelor’s Degree, Finance and Financial Management Services
Penn State University 2011 — 2012
Undergrad Certification, Information Science and Technology, A
Network Learning Institute 2008 — 2008
School Certificate, Cisco Networking
DPT Business School 1999 — 2000
System Engineering/administration in Microsoft and Novell
Camden County College 2011 — 2012
Systems Engineering
National Madison Group, Inc. June 2013 - May 2015
AXA Advisors May 2012 - May 2013
Penn Mutual October 2010 - May 2012
Skills
Retirement Planning, Estate Planning, Disability Insurance, Finance, Retirement, Life Insurance
Education
Columbia University in the City of New York 2015 — 2016
MSRED, Real Estate Development
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), English, Spanish
SarahCare Adult Day Services, Inc. September 2015 - Present
Penn Mutual July 2011 - December 2014
Cabrini College August 2007 - May 2011
Baja Fresh Mexican Grill September 2005 - May 2011
Education
Cabrini College 2007 — 2011
BA, English
Google December 2014 - Present
Futures Group October 2012 - December 2014
Forrest Solutions Group June 2012 - September 2012
MetLife December 2010 - June 2012
Penn Mutual February 2008 - November 2010
Columbia Technology Corporation May 2007 - September 2007
Breakwater Compliance Company June 2006 - August 2006
Education
Columbia University in the City of New York 2005 — 2009
Bergen Catholic High School 2001 — 2005
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
AZSC Company November 2013 - November 2014
VALCOR Consulting February 2008 - February 2014
Esquire Solutions May 2007 - December 2007
UBS Global Asset Management April 2000 - June 2007
Penn Mutual May 1995 - April 2000
Skills
Crowdfunding, Crowdsourcing, Alternative Financing, Finance, Business, Private Equity, Investments, Corporate Finance, Due Diligence, Valuation, Corporate Law, Private Placements, Securities, Capital Markets, Venture Capital, IPO, Financial Services, Business Planning, Auditing, Corporate Governance, Telemedicine, Intellectual Property, Management, FAS 5, Restructuring, Litigation Support, Mergers & Acquisitions, Strategic Planning, Business Development
Education
Arizona State University 1990 — 1994
B.S., Justice Studies
Penn Mutual June 2009 - Present
The Guardian Life Insurance Company of America June 1991 - February 2009
Lutheran Brotherhood - Thrivent Financial February 1983 - June 1991
Education
Arizona State University 1974 — 1980
Bachelor of Science (B.Sc.), Business Administration and Management, General
Independent Insurance Brokerage April 2014 - Present
Investors Marketing Services October 2011 - March 2014
The Hartford March 2010 - September 2011
Independent Channel Distribution March 2007 - March 2010
Penn Mutual January 2001 - April 2007
New England Life (now MetLife) January 1995 - January 2001
John Hancock Financial Services January 1990 - January 1995
Colonial Investment Services January 1987 - January 1990
Skills
External Wholesaler,..., Relationship Management, Sales Presentations, Key Account..., Sponsor Relations, Point-of-Sale Life..., Conference and Event..., Retirement Planning, Social Security..., Marketing Communications, Marketing Strategy, Strategic Partnerships, Life Insurance Case..., Life Insurance, Financial Services, Annuities
Education
Cambridge College 1992 — 1994
Master's, Business Management
Bentley College 1984 — 1989
Bachelor of Science Candidate, Marketing
Arlington High 1977 — 1980
TEGNA (formerly Gannett) Oversight of corporate compensation unit for company with numerous business units. Design of comprehensive sales compensation programs. VP CompensationGannett Co. Inc.October 2006 - October 2013
Southeastern Hockey Officials Association 2001 - 2013
Courier Times 1976 - 2010
Gannett Co., Inc. October 1989 - October 2006
Penn Mutual February 1978 - October 1989
Central Penn National Bank January 1976 - February 1978
Skills
Executive Compensation, Sales Compensation, Compensation, Job Evaluation, HRIS, Market Pricing, Equity Compensation, Employee Benefits, Executive Pay, Deferred Compensation, Benefits Administration, Leadership Development, Recruiting, Management, Succession Planning, Equities, Workforce Planning, Employee Relations, Onboarding, Incentive Programs, HR Policies, Mergers & Acquisitions, Personnel Management, Compensation & Benefit, Newspapers, Organizational Design, Executive Coaching, Talent Management, Organizational..., Employee Engagement, Interviews, Leadership, Human Resources, Labor Relations, Advertising Sales, College Recruiting, FMLA, Performance Management, Talent Acquisition
Education
Temple University 1975 — 1977
None, Graduate School of Journalism
Bloomsburg University of Pennsylvania 1970 — 1973
Bachelor's degree, Political Science, Journalism
ECM Acquisitions, Inc October 2012 - July 2013
Penn Mutual January 2012 - May 2012
Molod Spitz & DeSantis, P.C. July 2010 - January 2011
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Illustrator, Google, Event Planning, Program Coordination, Sales Representatives
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Entrepreneurship
Commit Analytics January 2015 - Present
DreamIt Ventures January 2015 - Present
Milliman June 2011 - January 2015
Linear Suits September 2009 - July 2011
Penn Mutual May 2010 - August 2010
D&G Landscaping March 2007 - September 2009
Skills
Web Development, Meteor JS, JavaScript, HTML, CSS, Financial Modeling, Stochastic Modeling, Microsoft Excel, C, Financial Analysis, Risk Management, VBA, Actuarial Science, Microsoft Office
Education
The University of Chicago - Booth School of Business 2012 — 2012
Attended - MBA Candidate
Carnegie Mellon University - Tepper School of Business 2008 — 2011
B.S., Business Administration with an additional major in Statistics
North Penn High School 2004 — 2008
Penn Mutual February 2015 - Present
Life Planning Group - Penn Mutual April 2013 - Present
Wilen Media February 2007 - January 2009
Newsday 1982 - 1999
Skills
Fixed Annuities, Strategic Financial..., Marketing, Investments, Training, Insurance, Retirement Planning, Mutual Funds, Retirement, Series 7, Finance, Risk Management, Financial Advisory, Advertising, Portfolio Management, Securities, Equities
Education
Adelphi University 2008 — 2009
Master of Business Administration (MBA), Marketing and Finance
Adelphi University
Bachelor of Arts (BA), Marketing Communications
BOK Financial September 2013 - Present
USAA March 2010 - September 2013
New York Life Insurance Company December 2008 - February 2010
Penn Mutual February 2008 - December 2008
Edward Jones December 2007 - February 2008
Mathis Brothers Furniture January 2006 - December 2007
Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life
Education
The American College 2011 — 2015
CFP Modules, Financial Planning and Services
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
Oklahoma State University-Stillwater, Ok 2001 — 2005
Business, Finance, General
State Street September 2013 - Present
Pershing, a BNY Mellon company May 2010 - July 2013
Penn Mutual 2006 - 2009
Taylor Nelson Sofres Telecoms 2005 - 2006
T. Rowe Price 2004 - 2005
Comcast Cable 2003 - 2004
RMH Teleservices 2003 - 2003
SEI 2003 - 2003
Skills
Management, Access, Financial Analysis
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis
Penn Mutual May 2012 - Present
CareOne Staffing March 2011 - May 2012
Shoprite October 2009 - March 2011
Skills
Insurance, Life Insurance, Microsoft Office, Underwriting, Microsoft Word, Retirement, Customer Service
Education
Bergen Community College 2012 — 2015
Undergraduate, Business/Commerce, General
Depaul Catholic High School. 2008 — 2011
Coastal Carolina University
The Judge Group March 2015 - April 2015
A. Duie Pyle, Inc. June 2010 - January 2015
XSell Resources February 2010 - May 2010
Independence Blue Cross March 2002 - March 2010
PMA Insurance Group October 1999 - January 2002
VWR International January 1996 - October 1999
Penn Mutual January 1994 - December 1995
Reliance Insurance April 1991 - January 1994
Fidelity Bank (now Wachovia) January 1990 - April 1991
PNC Bank October 1985 - April 1990
Skills
Business Analysis, Requirements Gathering, Functional..., Product Requirements..., Visio, SnagIt, Data Mapping, Data Validation, Proofreading, Published Author, COBOL, JCL, Data Analysis, Survey Development, Tai Chi, Qigong, Systems Analysis, Microsoft SQL Server, Product Requirements, Software Documentation, Exit Surveys, SDLC, Program Management, Requirements Analysis, Access, Testing, SQL, Databases, Integration, Analysis, Software Development, Management, Training, DB2, Change Management, Unix, SharePoint, MS Project, Software Project..., Business Intelligence, Data Warehousing, Database Design, Agile Methodologies, Process Improvement, Business Requirements, Business Process..., Quality Assurance, XML, Consulting, Vendor Management
Education
Villanova University 2005 — 2007
MBA, Master of Business Administration
University of Phoenix 2002 — 2004
B.S., Information Technology
Arcadia University 1980 — 1984
B.A., English
Eastern Regional High School 1976 — 1980
High School Diploma, Academic Track
Farmers Insurance May 2014 - Present
Penn Mutual May 2013 - May 2014
Skills
Customer Satisfaction, Insurance, Marketing, Sales, Time Management, Life Insurance, Disability Insurance, Term Life Insurance, Risk Management, Employee Benefits, Teamwork, Underwriting, Leadership, Specialty Lines, Insurance Brokerage, Customer Service
Education
Bellevue College 2006 — 2008
Business Administration and Management, General
Feliciano Financial Group October 2014 - Present
Edgewood Financial Network June 2014 - Present
Mitchell & Associates December 2013 - Present
Kevin Lord Life Brokerage Agency May 1995 - Present
Landscape Contractors Insurance Services Inc. May 2011 - September 2014
MVP Premier Insurance Agency June 2008 - December 2013
Penn Mutual May 2010 - April 2013
Charles Lord Insurance Marketing, LLC May 1995 - June 2008
Skills
Fixed Annuities, Retirement, Term Life Insurance, Insurance, Strategic Financial..., Investments, Life Insurance, Long-term Care, Health Insurance, Asset Allocation, Financial Services, Liability, Investment Strategies, Recruiting, Disability Insurance, Marketing, Sales, Series 6, Retirement Planning, Whole Life, Variable Annuities, Brokers, Wealth, Mutual Funds, Pensions, Underwriting, Financial Advisory, Long Term Care Insurance, Series 63, Wealth Management, Estate Planning, Financial Planners, Securities, 401k, Critical Illness, Employee Benefits, Universal Life
Education
California State University, Fresno 2001 — 2004
MA, Mass Communication & Journalism
California State University, Fresno 1990 — 1995
BA, Telecommunications
Penn Mutual January 2014 - November 2014
Penn Mutual November 2010 - January 2014
Revital Associates 2004 - 2011
Penn Mutual April 2010 - November 2010
Laura Mercier Cosmetics 2004 - 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Sales, Make up artist, Skin Care, General Securities..., Life Insurance, Annuities, Fixed Annuities, Time Management, Insurance, Term Life Insurance, Team Building, New Business Development, Call Centers, Building Relationships, Marketing, Series 63, Small Business, Disability Insurance, Coaching, Outlook, Social Networking, Account Management, Leadership, Employee Benefits
Education
Jean Madeline Aveda Institute 2002 — 2004
PA Board Certified/PA Board Certified Teacher-Trainer, Cosmetology/Cosmetologist, General
Bucks County Community College 1996 — 1999
Education/ History
Bensalem High School 1992 — 1996
Penn Mutual January 2012 - Present
The Patriot Financial Group January 2006 - January 2012
Education
Bridgewater State College
The Freeman Company January 2014 - Present
George Little Management February 2007 - November 2013
FX and Fox Cable Networks December 2004 - January 2007
Penn Mutual July 1999 - December 2004
Skills
Event Management, Marketing, Social Media Marketing, Trade Shows, Marketing Strategy, Event Planning, Advertising, Public Relations, Sales, Corporate Events, Email Marketing, Sponsorship, Marketing Communications, Social Media, Brand Development, B2B
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Bachelor of Business Administration, Marketing
John Jay College of Criminal Justice 1999 — 2002
Associate in Science, Criminal Justice and Corrections
Penn Mutual June 2015 - Present
CBIZ MHM, LLC October 2014 - May 2015
CBIZ MHM, LLC June 2011 - October 2014
DriveTime June 2010 - August 2010
Skills
Forensic Accounting, Valuation, Financial Analysis, QuickBooks, CPA, US GAAP, Financial Modeling, Accounting, Internal Controls, Financial Reporting
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Accounting
XL Environmental June 2011 - Present
XL Insurance June 2006 - June 2011
Harleysville Insurance May 1989 - May 2005
Penn Mutual 1989 - 2003
Skills
AIC, Microsoft Office 2007, General Liability, Property & Casualty..., Insurance Claims, Construction Estimating, Pollution Liability, Insurance, Commercial Insurance, Casualty, Commercial Lines, Reinsurance, Underwriting, Claim, Brokers, General Insurance, Liability Analysis, Casualty Insurance, Liability, Legal Liability, Professional Liability, Risk Management, Claims Management
Education
Bloomsburg University of Pennsylvania
Insurance Institute of America/American Institute of CPCU - AIC Designation
The Pathway School June 2013 - September 2013
Global DMS January 2012 - June 2013
Mike Carr's Towing and Hauling June 2011 - November 2011
Penn Mutual June 2008 - December 2010
Ascensus October 2005 - April 2008
Prudential Financial January 1994 - September 2005
Skills
Customer Service, Process Improvement, Accounts Payable, Employee Benefits, Payroll, Accounts Receivable, Benefits Administration, Account Management, Microsoft Office, Insurance, Sales, Vendor Management, Human Resources, Financial Services, Leadership, Software Documentation, Outlook, Accounting, Invoicing, Financial Analysis, Fixed Annuities, Project Management, New Business Development, Microsoft Word, Technical Recruiting, System Administration, Finance, Management, Account Reconciliation, Risk Management, General Ledger, QuickBooks, Microsoft Dynamics SL, A/R collections, Accruals, Microsoft Excel, Financial Statements, Journal Entries, 401k, Internal Controls, Internal Audit, ADP Payroll, Financial Reporting, Budgets
Education
Bucks County Community College 1989 — 1991
Business Administration/Accounting
Employer Sponsored Training
Mohawk Industries June 1999 - Present
DuPont Flooring Systems January 1999 - June 1999
Penn Mutual January 1997 - June 1999
Gary E. Graus Floor Covering June 1989 - January 1997
Skills
Client Service, Solution Provider, Strategic Partnerships, Solution Selling, Carpet, Flooring, Financial Services, New Business Development, Sales Management, Account Management, Building Materials, Business Development, Client Services, Construction, Contract Negotiation, Customer Service, Interior Design, Key Account Management, Management, Marketing, Marketing Strategy, Negotiation, Sales, Sales Operations, Team Building
Education
Clarkson University 1987 — 1989
LPL Financial April 2004 - Present
LPL Financial 2008 - 2013
Penn Mutual 1996 - 2000
Skills
CRM, Insurance, Sales, Business Process, Strategic Planning, Wealth Management, XML, Finance, Financial Services, Fixed Annuities, Mutual Funds, Disability Insurance, Life Insurance
Education
Coleman College 2009 — 2011
Bachelors of Science, Computer Information Systems
National Association of Insurance and Financial Advisors (NAIFA) 1991 — 1994
LUTCF - Life Underwriting Training Council Fellow, Insurance and Financial Services
Yellowbook June 2010 - August 2012
Penn Mutual February 1982 - October 2009
Skills
Business Analysis, Databases
Education
Arcadia University
B.A., Computer Science
Nuix February 2015 - Present
Almac Group October 2013 - January 2015
Penn Mutual March 2011 - September 2013
Touchstone Wireless February 2010 - February 2011
Isolagen April 2008 - April 2009
ING Clarion Real Estate Securities 2007 - 2008
SunGard Availability Services 2005 - 2007
Octagon Research Solutions April 2004 - May 2005
Whitestone Associates, Inc. May 2003 - May 2004
Skills
Microsoft Excel, Outlook, Administrative..., PowerPoint, Process Scheduler, Microsoft Office
Education
Carnegie Mellon University 1998 — 2000
King's College 1993 — 1997
Dell Boomi June 2014 - Present
Penn Mutual 2012 - May 2014
Penn Mutual 2008 - 2012
Deloitte Services, LLC 2007 - 2007
Unisys 2005 - 2006
Unisys 2003 - 2005
Various Clients, including interactive agencies, publishers and associations 2001 - 2003
Managing Editor Inc. 2001 - 2001
Lippincott Williams & Wilkins (formerly Springhouse Corporation) 1996 - 2001
Skills
Content Strategy, Email Marketing, Copywriting, Marketing Communications, Content Management, Digital Marketing, Corporate Communications, Internal Communications, Content Development, Interactive Marketing, SEO, Web Content, Editing, Social Media, Social Media Marketing, Public Relations, Marketing Management, Web Content Management, Thought Leadership, Strategic Communications, Marketing, Strategy, Content Marketing, Lead Generation, User Experience, Digital Strategy, Press Releases
Education
Boston University
BS
Blue Cross & Blue Shield of Rhode Island August 2013 - Present
State Street February 2013 - May 2013
Supply Strategies June 2009 - November 2012
Law Offices of Bong W. Yeon 2007 - 2009
Motor Coach Industries 2005 - 2006
Motor Coach Industries 2004 - 2005
Penn Mutual 2003 - 2004
Penn Mutual 2003 - 2003
J. William Fulbright Foreign Scholarship 2001 - 2002
Merrill Lynch 2000 - 2000
Skills
Procurement, Procurement Outsourcing, Supply Chain Management, Resource Management, Strategic Outsourcing, Sales Operations, Consultants, Business Strategy, Financial Modeling, Pricing Model and..., ROI Analysis, Competitive Analysis, Contract Negotiation, Outsourcing Management, New Business Development, China Business..., Writing, Research, Valuation, Customer Service, International..., Client Development, Portuguese, French, Spanish, German, Italian, Korean, Swedish, Strategic Financial..., Strategic Planning, Strategic Thinking, Polyglot, Diversity, Vietnam sourcing, Financial Analysis, Cash Management, Leadership Development, P&L, Cost Savings Strategies, Due Diligence, Mandarin, Income Statement
Education
Bentley University 2007 — 2009
Master of Business Administration (MBA), Management, Cumulative GPA: 3.55 / GPA in Concentration: 3.93
Connecticut College 1997 — 2000
Bachelor of Arts (B.A.), Economics
Professions, LLC August 2012 - Present
Penn Mutual 2007 - 2011
New York Life Insurance Company January 2000 - March 2009
Skills
LEAP,FNA,Morningstar, Talent Acquisition, Leadership, Applicant Tracking..., Internet Recruiting, Training, Sourcing, College Recruiting, Talent Management, Onboarding, Technical Recruiting, Interviews, Employee Relations, Management, Human Resources, Building Relationships, Benefits Administration, Performance Management, Strategy, Screening, Employee Training
Education
Boston University
Master of Arts (M.A.)
Dwight School,New York, N.Y.
Mount Saint Mary's College,Maryland
B.A.., Political Science
Citigroup and Citibank, NA 2009 - Present
Renaissance Re Ltd. 2008 - Present
Penn Mutual 2008 - Present
Columbia Funds 2008 - Present
McKinsey & Company 2006 - Present
the Wharton School, University of Pennsylvania 1972 - Present
Federal Reserve Bank of Philadelphia July 2000 - April 2006
The Wharton School 1972 - 2002
Education
Fordham College 1964 — 1968
Bachelor's degree, Economics
Brown University 1968 — 1971
Ph.D., Economics
Stockholm School of Economics, Sweden
E. Dhe. (Hon.), Economics
University of Rome (Tor Vergata)
L.H.C. ( Laurea Honoris Causa), Economics
Penn Mutual July 2015 - Present
The Guardian Life Insurance Company of America May 2011 - July 2015
Guardian Life Insurance March 2009 - May 2011
Sun Life Financial December 2005 - March 2009
Sun Life Financial March 2003 - December 2005
Sun Life Financial September 2001 - March 2003
New England Financial, A MetLife Company March 1998 - September 2001
New England Financial, A MetLife Company February 1995 - March 1998
New England Financial, A MetLife Company February 1991 - February 1995
New England Financial, A MetLife Company July 1987 - February 1991
Skills
Insurance, Underwriting, Financial Services, Executive Management, Life Insurance, Process Improvement, Business Analysis, Claim, Claims Management, Disability Insurance, Employee Benefits, Relationship Management, Risk Management, Asset Management, Brokers, Call Centers, Enterprise Risk..., Estate Planning, Financial Analysis, Financial Risk, Fixed Annuities, Health Insurance, Investments, Long-term Care, Mutual Funds, Portfolio Management, Property & Casualty..., Reinsurance, Retirement Planning, Retirement, Securities, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Vendor Management, Wealth Management, 401k, Series 7, Asset Allocation, Business Continuity, Leadership, Outsourcing, Business Process, Analytics, Change Management, Thought Leadership, Business Planning, Strategy, Governance
Education
Cornell University 1983 — 1987
Bachelor of Science, Economics
Boston University
MBA
SEI February 1999 - Present
Penn Mutual February 1993 - February 1999
Education
Bowling Green State University 1984 — 1988
ThreeSigns Consultants (India) September 2014 - Present
URC Construction (P) Ltd September 2014 - Present
New Earth Nation January 2014 - Present
Penn Mutual January 2013 - July 2013
Albridge, an Affiliate of Pershing May 2012 - December 2012
Lincoln Financial Group August 2010 - April 2012
VWR International February 2010 - July 2010
UBS Investment Bank December 2008 - December 2009
Exelon 2008 - 2008
Albridge Solutions June 2006 - June 2007
Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis
Education
California State University-Fresno 2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician
Madras University 1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology
Penn Mutual February 2014 - Present
Penn Mutual Life Insurance Company January 2006 - February 2014
Skills
Event Planning, Insurance, Microsoft Office, Outlook, Life Insurance, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Employee Benefits, Process Improvement, Team Building, Employee Relations, Leadership, Human Resources
Education
Drexel University
In progress, Communications - Public Relations
Bucks County Community College 2004 — 2006
Business Administration and Management, General
Penn Mutual December 2007 - July 2009
Capmark (fka GMAC Commercial Mortgage) December 2005 - December 2007
BDO Seidman, LLP October 2004 - December 2005
Goldenberg Rosenthal, LLP July 2002 - April 2004
Goldenberg Rosenthal, LLP January 2002 - July 2002
Skills
Internal Controls, Internal Audit, Auditing, Financial Reporting, Accounting, Financial Statements, Process Improvement, Finance, Tax, Financial Analysis, Sarbanes-Oxley Act, Management, Analysis, General Ledger, Financial Audits, Financial Risk, Risk Management, Financial Accounting, Assurance
Education
Northeast High School 1988 — 1992
diploma, academic
Arcadia University
Penn Mutual June 2008 - Present
CIGNA Group Insurance June 2004 - June 2008
Prudential Financial January 1989 - June 2004
Education
American InterContinental University 2002 — 2003
Masters, Informational Technology
West Chester University 1983 — 1987
Penn Mutual May 2013 - Present
Penn Mutual March 2012 - April 2013
Penn Mutual September 2007 - February 2012
Prudential Financial January 2006 - September 2007
Skills
Leadership, Insurance, Management, Team Building, Fixed Annuities, Financial Analysis, Customer Service, New Business Development, Microsoft Excel, Vendor Management, Life Insurance, Process Improvement, Contract Negotiation, Sales, Analysis, Microsoft Office, Project Management, Fundraising, Strategic Planning, Risk Management, Underwriting, Variable Annuities, Permanent Life Insurance, Term Life Insurance, Variable Life
Education
Cabrini College 2010 — 2012
Master of Science (M.S.), Organizational Leadership
Widener University 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Valley Forge Military Academy & College 1998 — 2001
High School Diploma/College prep, High School/Secondary Diplomas and Certificates
Penn Mutual February 2008 - Present
Independence Blue Cross 2007 - 2008
De Lage Landen 1997 - 2007
Electronics Boutique 1995 - 1997
Skills
SDLC, Requirements Analysis, Integration, Root Cause Problem..., Requirements Gathering, 3rd Party Software..., Collaborative Problem..., Business Analysis, Web Services, Agile Methodologies, Software Project..., Data Warehousing, Project Portfolio..., Software Documentation, Business Intelligence, Process Improvement, Visio, Resource Management, Vendor Management, Business Process, PMO, PMP, Enterprise Architecture, ETL, SQL, SharePoint, IT Strategy, Business Process..., ERP, Risk Management
Education
Simon Kuznets Kharkiv National University of Economics 1989 — 1993
Economics
Penn Mutual October 2014 - Present
Veeva Systems January 2013 - October 2014
Aetna August 2013 - November 2013
Vertical Screen inc December 2011 - December 2011
Prudential Financial June 2000 - September 2011
C.A. BRIGGS September 2000 - February 2005
Skills
Data Entry, Outlook, Customer Service, Access, Administration, Customer Satisfaction, Windows 7, Computer Hardware, Microsoft Excel, Call Centers, Testing, Microsoft Office 2007, Excel, Word, PowerPoint, Microsoft Office, Problem Solving, Insurance, Customer Relations, A+ Certified, QA ANALYST, Windows Remote Desktop, Help Desk Support, Remote Troubleshooting
Education
Bucks County Community College 2012 — 2013
Information Technology
Sertoma Breakfast Club Sioux City 1997 - Present
Penn Mutual 1978 - 2010
Skills
Insurance, Life Insurance, Fixed Annuities
Education
Colorado State University
Masters Degree, Speech-Language Pathology/Pathologist
Life Underwriting Training Council
LUTCF
University of Northern Iowa
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Southern Indiana, Clark-Floyd Counties Convention & Tourism Bureau June 2014 - Present
Mattson Communications April 1999 - June 2014
Scottsdale Healthcare April 2004 - June 2008
Nichols Gilstrap, Inc. June 1997 - April 1999
Arizona Office of Tourism January 1997 - June 1997
Penn Mutual April 1992 - March 1995
Skills
Writing, Media Relations, Editing, Internal Communications, Newsletters, Public Relations, Marketing Communications, Feature Articles, Strategic Planning, Management, Creative Direction, Proposal Writing, Social Media, Press Releases, Social Networking, Marketing, Social Media Marketing, Copywriting, Marketing Strategy, Blogging
Education
Ball State University 1981 — 1986
Bachelor of Science, Exercise Science
Floyd Central
JP Morgan Chase Bank, N.A. November 2009 - Present
MassMutual January 2009 - August 2009
Penn Mutual June 2008 - January 2009
Commerce Bank August 2007 - May 2008
Education
Pace University 2009 — 2009
Master's Certificate in Business Analysis, Business Analysis
City University of New York-Herbert H. Lehman College 2003 — 2008
BBA, Business Finance
Drucker Wealth Management August 2013 - Present
Empire Wealth Strategies November 2011 - August 2013
Empire Wealth Strategies January 2011 - November 2011
Penn Mutual June 2010 - August 2010
Skills
Leadership, Investments, Retirement Planning, Customer Service, Securities, Event Management, Analysis, Long-term Care, Health Insurance, Fundraising, Account Management, Bloomberg, Market Research, Forecasting, Asset Allocation, Nonprofits, Finance, Management, Financial Services, Marketing, Microsoft Word, Mutual Funds, Financial Planning, investements planning, Compliance Management, Operations Management, Business Process..., CRM, Reti, Event Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Diamond Advisory Group Division CoordinatorDes Plaines Homeland Security & Emergency Management Agency2010 - 2012
Shelf Genie 2006 - 2011
Chartwell Advisory Group, Inc. 1997 - 2000
Merrill Corporation 1989 - 1997
Chas P Young 1986 - 1989
Pandick Inc. 1981 - 1986
Penn Mutual 1974 - 1981
Skills
Public Speaking, Purchasing, Billing, Pricing, Accounts Receivable, Italian, Emergency Management, Cost Reduction, Staff Development, Administration, Budgeting, Non-profits, Microsoft Office, Customer Service, Problem Solving, Strategic Planning, Writing, Coaching, Planning, PowerPoint, Contract Management, Word, Fundraising, Excel, Contract Negotiation, Team Building, Employee Relations, Supervisory Skills, Outlook, Mentoring, Customer Relations, Leadership Development, Creative Problem Solving, Organizational..., Office Management, Team Leadership, Accounts Payable, Change Management
Education
Illinois Emergency Management Agency 2010 — 2011
Emergency Management
Wright Leadership Institute 2008 — 2009
Leadership
Baruch College, City University of New York (CUNY) 1975 — 1980
BBA, Public Administration
New Dorp High School 1971 — 1974
TMNA Services, LLC. (TMNAS) April 2015 - Present
Penn Mutual March 2012 - April 2015
Penn Mutual March 2006 - December 2012
Penn Mutual October 2004 - January 2006
Bristol Township School District June 1999 - October 2004
Skills
MCP, MCDST, CompTIA A+ Certification, Windows Server, Windows 7, Windows Desktop..., Active Directory, TSM, HP Server Hardware, HP Desktop, HP Blade, Hyper-V, Altiris, Altiris Console, Altiris Deployment..., McAfee Endpoint..., Safeboot, Symantec Endpoint..., Symantec Security, Disaster Recovery, HP SIM, Printer Drivers, Microsoft Office 2007, McAfee, Software Documentation, Group Policy, Windows, VMware, Information Technology, System Deployment, Hardware, Servers, HP, Microsoft Office
Education
La Salle University 2002 — 2004
BS, Information Technology
Bucks County Community College 1999 — 2001
AA, Computer Science
Penn Mutual 2006 - Present
Penn Mutual Life Insurance Compay April 2008 - June 2009
Education
Arcadia University 2002 — 2006
BS, Business Administration
The American Law Institute 2005 - Present
CTB McGraw Hill 2003 - 2005
Community College of Philadelphia 2003 - 2004
Penn Mutual 1999 - 2003
Self employed 1950 - 1950
Education
Drexel University 1970 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Community College of Philadelphia
Insured Capital Management, Inc. August 2006 - Present
Penn Mutual February 2003 - May 2006
Principal Financial Group January 1997 - January 2003
Education
Capella University 2008 — 2009
Post-Graduate
Eastern University 2004 — 2006
MBA, Management
Carol Lilienfeld, Esq. September 2004 - Present
National Association for the Self Employed March 2002 - September 2004
Renal Research Institute July 2001 - February 2002
Penn Mutual September 1999 - July 2001
Skills
Outlook, Legal Research, Wordperfect, QuickBooks, Legal Writing, Microsoft Word, Clinical Research, Litigation Support, PowerPoint, Insurance, Wordpress, Internet Explorer, firefox, Chrome, Quattro Pro, Formal Presentations, Data Analysis, Medical Terminology, End Stage Renal Disease, Research, Real Property, Mathematics, Library Science, Library Research, PubMed, Bookkeeping, Real Estate Economics, Microsoft Excel, Filing, Electronic Filing, Residential Mortgages, Guardianship, Conservatorships, Trusts, Banking, Investments, Investment Strategies, Finance, Stock Market, Mutual Funds, Politics, Economics, Economic Development, Wire Transfers, Money Transfers, Data Entry
Education
City University of New York-Hunter College 1994 — 1998
Morris High School 1990 — 1994
High School Diploma, Social Studies
Penn Mutual 2013 - Present
Houlihan and Muldoon, Attorneys at Law January 2009 - 2013
Suffolk University School ol Law 2002 - 2013
MetLife 2006 - 2008
Baystate Financial Services 2004 - 2006
MetLife 1998 - 2004
Skills
Estate Planning
Education
Boston University School of Law 1992 — 1993
LL.M., Law
New England Law Boston 1988 — 1991
J.D., Estate Planning/Tax
Providence College 1984 — 1988
B.S., Management
Penn Mutual Senior Vice PresidentPenn Mutual Insurance Company1997 - Present
Education
Bryant University 1967 — 1971
BS, Marketing
Penn Mutual 2010 - Present
O'Hearn Insurance Agency October 2008 - Present
O'Hearn Insurance Agency, Inc November 1994 - Present
O'Hearn Insurance Group 1993 - Present
Boulos Company 1988 - 2008
Banking & Commercial Real Estate December 1985 - December 1994
Skills
Insurance, Investments, Real Estate, Disability Insurance, Financial Services, Management, Small Business, Underwriting, Sales, Term Life Insurance, Employee Benefits, Property & Casualty..., Commercial Insurance, Life Insurance, Health Insurance, Strategic Planning, Customer Service
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Jewish Family and Children's Service of Greater Philadelphia February 2014 - Present
Jewish Family and Children's Service of Greater Philadelphia April 2011 - February 2014
Penn Mutual July 2009 - July 2010
Penn Mutual October 2005 - July 2009
Penn Mutual June 1999 - October 2005
Skills
Organizational Design, Change Management, Leadership Development, Employee Relations, Performance Management, Employee Benefits, Benefits Administration
Education
Chestnut Hill College 2003 — 2011
M. Ed, Elementary Education
Temple University - Fox School of Business and Management 1988 — 1994
BBA, Business, Human Resources
TaTonka Real Estate Advisors July 2006 - Present
Griffin Companies September 2002 - June 2006
Carlson Marketing Group 1994 - 2001
MoneyGram International 1992 - 1994
Wells Fargo Bank 1988 - 1992
University of Southern California 1987 - 1988
Lockheed Martin Space Systems Company 1985 - 1987
Mass Mutual 1983 - 1985
Penn Mutual 1982 - 1983
Skills
Tenant, Location Intelligence, Landlord, Disposition, Commercial Real Estate, Brokerage, Tenant Representation, Investments
Education
University of Southern California - Marshall School of Business 1987 — 1988
MBA, Marketing and Finance
California State University-Northridge 1978 — 1982
BS, Marketing
Penn Mutual 2014 - Present
Wachovia Insurance Services December 2006 - February 2010
Wachovia Trust March 2004 - December 2006
Wachovia Insurance Services August 1998 - March 2004
Penn Mutual Life Insurance Co April 1988 - August 1998
Education
Shippensburg University of Pennsylvania 1984 — 1987
Psychology
Bucks County Community College 1981 — 1983
Liberal Arts
MetLife June 2012 - Present
Singer Planning Services April 2004 - June 2012
Penn Mutual 2004 - June 2012
Paragon Capital Markets April 1999 - December 2000
Education
City University of New York-College of Staten Island 1991 — 1994
BS, Finance
PS 32 1976 — 1981
Lincoln Financial Advisors July 2011 - Present
Horner Townsand Kent (HTK) January 2005 - July 2011
Penn Mutual January 2005 - January 2011
Oglvie Security Advisors January 2001 - January 2005
Skills
Retirement, Portfolio Management, Long-term Care, Training, Microsoft Office, 401k, Investments, Insurance, Life Insurance, Financial Services, Estate Planning, Retirement Planning, Financial Advisory, Employee Benefits, Finance, Financial Planners, Fixed Annuities, Health Insurance, IRAs, Investment Advisory, Public Speaking, Strategic Financial..., Sales, Financial Planning, Wealth Accumulation, Wealth
Education
Adelphi University 1985 — 1987
Certified Financial Planner Degree
York College of the City University of New York 1971 — 1987
Bachelor of Science (B.S.), Community Health Education
Holy cross h.s.
Connexin Software Inc September 2010 - Present
Penn Mutual 2005 - 2010
Penn Mutual 2003 - 2005
IBM at Agere Systems 2000 - 2002
Alpha Consulting 1995 - 2000
MicroAge of Whitehall 1994 - 1995
Cornet International 1993 - 1994
Idrees Ahmad, MD 1991 - 1993
UPS 1990 - 1991
Skills
Microsoft Office, Servers, Access, XP, Windows Server, Troubleshooting, Active Directory, Outlook, Oracle, Salesforce.com, Software Documentation, Networking, MS Project, Security, Account Management, SharePoint, Unix, Technical Support, Management, SQL, Windows, HTML, Computer Hardware, Information Security, Visio, Help Desk Support, Business Process..., Sales, Lotus Notes, Enterprise Software, Windows XP, Software Installation, Hardware, BMC Remedy, TCP/IP, System Administration, Training, Software Development, Business Analysis, Process Improvement
Education
Cedar Crest College 1996 — 1999
Bachelor of Arts, Sociology
IDP June 1995 - Present
Penn Mutual 1988 - 1992
Skills
T-SQL, Business Analysis, Agile Methodologies, Requirements Analysis, Software Documentation, Microsoft SQL Server, SDLC, Business Requirements, Program Management, SQL, Visio, User Acceptance Testing, Databases, Requirements Gathering
Education
La Salle University
BS, Business Administration
Community College of Philadelphia
Associates, Data Processing
Penn Mutual February 2014 - Present
Dakota Funds Group August 2011 - March 2013
The Hartford January 2011 - July 2011
ING Nederland February 2001 - November 2010
ING Nederland February 2000 - January 2001
Skills
Sales, Financial Advisory, Series 6, Series 63, Series 65, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Investments, Relationship Management, Salesforce.com, Financial Services
Education
Coastal Carolina University 1995 — 1997
History
Kutztown University of Pennsylvania 1993 — 1995
Gruccio Insurance Management September 2012 - Present
New England Financial November 2011 - August 2012
Penn Mutual 1997 - 2010
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Disability Insurance, Series 7, Insurance
Education
Bryant University 1967 — 1971
Bachelor's degree, Marketing
The American College
CLU CHfC CLF, Financial Planning Strategies and Leadership
CIM Brokerage June 2011 - June 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Wakefield Properties March 2009 - April 2010
Penn Mutual September 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Spanish, Marketing, Quantitative Finance, Access Database, Insurance, Real Estate Transactions, Stock Research, Time Value of Money, Financial Modeling
Education
City University of New York-Herbert H. Lehman College 2013 — 2014
Bachelor of Arts (B.A.), Mathematics, 4.0
College of Mount Saint Vincent 2005 — 2009
B.A, Business
Herbert H Lehman High School 2001 — 2005
Hirtle, Callaghan & Co. July 2014 - Present
Penn Mutual September 2011 - May 2014
Pro Forma Staffing, LLC September 2011 - February 2014
Susquehanna International Group September 2010 - June 2011
BlackRock September 2009 - September 2010
Skills
Financial Analysis, Bloomberg, Access, Finance, Leadership, Fundraising
Education
Drexel University 2008 — 2013
BS, Business Administration with Concentrations in Finance and International Business, summa cum laude
Capital College, Pennsylvania State University 2007 — 2007
Credits Obtained, Economics
Prudential Financial December 2014 - Present
Penn Mutual September 2008 - December 2014
Good News Garage September 2006 - January 2010
Hartford Life February 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) March 2007 - February 2008
The Hartford April 2006 - November 2006
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Series 6, Health Insurance, Long-term Care, Whole Life, Employee Benefits, Health Savings Accounts, Retirement Planning, Golf, Customer Service, Microsoft Office, Non-profits, Problem Solving, Sports, Athletics, 401k, Investments, Retirement, Financial Planning
Education
Central Connecticut State University 2001 — 2005
BA, Communication
Penn Mutual October 2012 - Present
HP Enterprise Services December 2011 - June 2012
BNY Mellon April 2011 - October 2011
Harte-Hanks, Inc. 1995 - 2009
Charming Shoppes 1989 - 1995
KeyCorp 1986 - 1989
Rich Products Corporation 1983 - 1986
Skills
IBM Mainframe, TSO, MVS, CICS, JCL, VSAM, COBOL, IBM Utilities, FTP, Easytrieve, Endeavor, ISPF, Panvalet, XP, NDM, VPN, Analysis, Lotus Notes, SharePoint, SQL, SDLC, Mainframe, Fileaid, z/OS, Syncsort, SDSF
Education
Bucks County Community College 2010 — 2010
Certificate, Intro to T-SQL and C# .NET programming
State University of New York College at Buffalo 1981 — 1983
Bachelor of Science, Management Information Systems
Niagara County Community College 1979 — 1981
Associate in Applied Science, Data Processing
Security Benefit October 2012 - Present
Beale Investment Group February 2010 - October 2012
MetLife Resources 1995 - 2010
ING 2000 - 2004
Penn Mutual 1986 - 1989
Skills
401k, Retirement Planning, Retirement, Fixed Annuities, Defined Contribution, Investments, Pensions, Asset Management, Mergers & Acquisitions, ERISA, Financial Advisory, Series 7, Series 63, Strategic Financial..., 403 b, Series 6, Investment Advisory, Asset Allocation, Sales, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Employee Benefits
Education
Arizona State University - W. P. Carey School of Business 1978 — 1982
BS, Finance, Minor in Accounting
Penn Mutual June 2011 - Present
Penn Mutual April 2008 - June 2011
Olympus November 2007 - March 2008
IBM June 2007 - November 2007
Boeing January 2006 - June 2007
Systems Staffing Group June 2005 - January 2006
University of Pennsylvania May 2004 - June 2005
Progressive Software Computing Inc. October 2003 - May 2004
Arris Systems December 1999 - June 2000
Frontline Business Solutions May 1999 - December 1999
Skills
Java, XSLT, JavaScript, J2EE Application..., JSP development, JDBC, EJB, Spring 3.0, Perl Script, Mod_perl, CXF, Axis2, Web Services API, Oracle PL/SQL..., Hibernate 3.1, Struts, XML Schema, PowerBuilder, Unix Shell Scripting, AIX, Eclipse, IBM sphere, SQL Navigator, Toad, Mule ESB, SOAP Web Services, RESTful WebServices
Education
Tver State Technical University 1976 — 1981
Master's degree, Mechanics and Construction
PYE Global May 2010 - Present
Triplett Admin and Media Services June 2008 - Present
Marjorie's Daycare July 1994 - January 2001
Penn Mutual September 1991 - September 1993
AFAX Services June 1989 - September 1991
Salem Public Library September 1979 - June 1989
Education
Mercer County Community College 2003 — 2004
Spanish
Portland State University 1995 — 1995
English, Business
Portland Community College 1990 — 1991
General Coursework
Chemeketa Community College 1978 — 1979
Architecture
Lenox Hill Hospital RNLenox Hill HospitalSeptember 2011 - Present
Olshan Grundman Frome Rosenzweig Wolosky, LLP March 2004 - January 2007
Penn Mutual January 1998 - January 2004
Skills
BLS
Education
Adelphi University 2008 — 2010
Bachelor of Science, Nursing
Brooklyn College 2000 — 2003
Bachelor of Science, Management and Finance
Penn Mutual December 2007 - Present
Penn Mutual Life Insurance December 2007 - Present
Baypark Financial Group office of MetLife October 2006 - December 2007
Commerce Bank August 2004 - October 2006
CTF Print Inc / Cinnamon Graphics Inc December 1999 - August 2004
Skills
Fax, Insurance, Invoicing, Outlook, Underwriting, Life Insurance, Risk Management
Education
Ashworth College
AAS, Accounting
Brooklyn College
John Dewey High SchoolHS
EY April 2015 - Present
Penn Mutual February 2012 - April 2015
Turner Investment Partners September 2010 - March 2011
First Niagara Bank October 2008 - September 2010
Skills
Banking, Valuation, Financial Analysis, Finance, Accounting, Investments, Bloomberg, Auditing, Microsoft Excel, Financial Risk, Financial Reporting, Risk Management, Financial Modeling, Financial Services, Internal Controls, Internal Audit
Education
Drexel University - College of Business and Administration 2009 — 2011
Bachelor's, Finance, Accounting
Community College of Philadelphia 2007 — 2009
Associate, Business Administration
Albert Einstein Medical Center October 1986 - Present
Einstein Healthcare Network October 1983 - September 1986
Einstein Healthcare Network September 1982 - September 1983
Penn Mutual January 1974 - August 1977
Quartermaster June 1972 - October 1972
Skills
typist, x-ray techincan, Hospitals, Clinical Research, Healthcare, Healthcare Management, Critical Care, Nursing, ACLS, Healthcare Information..., Pediatrics, BLS, EMR, Internal Medicine, Radiology, ICU, Patient Safety, Emergency Medicine, Medical Terminology, EKG
Education
Albert Einstein School of Radiology technology 1980 — 1982
Community College of Philadelphia 1977 — 1979
Assoicate of science, Science
Penn Mutual Asset Management, Inc. January 2015 - Present
Penn Mutual February 2012 - December 2014
Skills
Portfolio Management, Credit Research, Trading, Private Placements
Education
Columbia Business School 1992 — 1994
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA)
Liquid Measurement & Controls December 2013 - Present
Central Bucks YMCA October 2013 - January 2014
Penn Mutual October 2013 - January 2014
Penn Mutual 2010 - 2012
Penn Mutual 2007 - 2010
Penn Mutual 2001 - 2007
Penn Mutual 2000 - 2001
Penn Mutual 1995 - 2000
Penn Mutual 1994 - 1995
Skills
Life Insurance, Series 6, Variable Annuities, Fixed Annuities, Investments, Insurance, Customer Service, WebEx, Annuity Underwriting, Financial Services, Outdoor Recreation, Administrative..., Website Updating, Financial Planners, Training, Term Life Insurance, Marketing
Education
Bloomsburg University of Pennsylvania
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Binghamton University Multicultural Resource Center January 2014 - May 2015
Penn Mutual June 2013 - August 2013
Mandarin Optical December 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, Leadership, Event Planning, Analysis, Research, Facebook, English, Teamwork, Secretarial Skills, Organizational...
Education
SUNY Binghamton 2011 — 2015
Bronx High School of Science 2007 — 2011
Hospitality April 2012 - Present
Penn Mutual February 2011 - June 2011
First Investors Corporation August 2010 - January 2011
First Investors June 2010 - August 2010
ASPCA May 2007 - December 2007
Skills
Management, Finance, Analysis, Training
Education
City University of New York-College of Staten Island
Bachelor of Science Degree, Business Management / International Business
City University of New York-College of Staten Island
Bachelor's degree, Accounting
Dublin Institute of Technology
International Business